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
Perani's Hockey World January 2004 - Present
Quicken Loans December 2014 - February 2015
Playmaker Hockey Shop August 2014 - December 2014
B&R Sports July 2013 - May 2014
CUNA Mutual Group August 2003 - September 2004
Park Athletic Supply January 1996 - January 2002
Skills
Customer Service, Merchandising, Inventory Management, Management, Inventory Control, Sales, Store Management, Retail Sales, Loss Prevention, Profit and Loss..., Microsoft Office, Sales Support Tools, Sales Leadership..., Payroll Analysis, Shipping & Receiving, Direct Sales, Collections, Team Building, Budgets, Cash Receipts, B2B, Coaching, Event Planning, Team Leadership, Public Speaking, Sales Presentations, Time Management, Ice Hockey, Sports Coaching, Point of Purchase, Retail, Visual Merchandising
Education
Eastern Michigan University 1999 — 2002
Elementary Education and Teaching
Northland College 1997 — 1999
Elementary Education and Teaching
BMO Harris Bank February 2015 - Present
Drake University August 2013 - December 2014
CUNA Mutual Group June 2014 - August 2014
American Dental Partners May 2013 - August 2013
Azzad Asset Management July 2013 - July 2013
Drake University September 2012 - May 2013
Drake University September 2012 - May 2013
American Dental Partners June 2012 - August 2012
Johnson Controls June 2012 - August 2012
Drake University September 2011 - May 2012
Skills
Microsoft Office, Visual Basic, Data Analysis, Insurance, Mathematics, Access, PowerPoint, Risk Management, Accounting, Calculus, General Office Work, Microsoft Excel, Microsoft Word, Microsoft Publisher, Time Management, Social Networking, Management, Actuarial Science, R, Taekwondo, Teamwork, Critical Thinking, Project Planning, Statistics, Outlook, Public Speaking, Leadership, Data Entry, Research, Finance, Facebook, Sports Writing, Acting, Social Media, Event Planning, Analysis, Software Documentation, VBA, Team Leadership, Nonprofits, Editing, Tutoring, Windows, Teaching, Training, Economics, Customer Service, Journalism, Piano, Data Modeling
Education
Drake University 2010 — 2014
Bachelor of Science in Business Administration, Actuarial Science & Accounting; Concentration in Insurance, 3.25/4.00
Brookfield Academy 2003 — 2010
Diploma With Honors, 3.80/4.00
CUNA Mutual Group March 2013 - Present
DeeSigns November 2012 - Present
Lake Mills Arts Festival 2010 - Present
The Douglas Stewart Company December 2008 - October 2012
EMD Chemicals February 2004 - September 2008
EMD Biosciences February 2004 - September 2005
State of Wisconsin - Legislature April 1988 - October 2003
A-R Editions April 1985 - October 1988
Skills
Graphic Design, Dreamweaver, Photoshop, Print Production, Adobe Creative Suite, Brochures, Advertising, Email Marketing, Illustration, Print, Marketing Communications, Customer Satisfaction, Direct Mail, Newsletters, Mac, Marketing, Graphics, Photography, Catalogs, Packaging, InDesign, Illustrator, Posters, Corporate Branding
Education
Concordia University-Wisconsin 2004 — 2006
BA, Business Management and Communications
Madison Area Technical College 1980 — 1982
Associates, Commercial Art
CUNA Mutual Group November 2007 - Present
Bright House Networks July 2002 - August 2007
Alternative Resources Corporation June 2000 - March 2002
Skills
SDLC, Process Improvement, Business Analysis, Visio, Insurance, Business Process..., Requirements Gathering, Requirements Analysis, SharePoint, Project Management, Analysis, Access
Education
The University of Texas at Arlington 2013 — 2015
Bachelor's degree, Information Systems
Dallas County Community College 2010 — 2012
Associate of Arts (A.A.), Liberal Arts
AIG 2014 - Present
CUNA Mutual Group 2012 - 2014
CUNA Mutual Group 2009 - 2012
CUNA Mutual Group 2009 - 2009
Alliant Energy 2008 - 2008
Skills
Enterprise Risk..., Actuarial Science, Insurance, ALM, Economic Capital, Hedging, Product Development, Valuation, Microinsurance, Property & Casualty..., Risk Management, Life Insurance, Financial Risk
Education
St. Cloud State University 2005 — 2008
Bachelor of Science, Statistics (Actuarial Science Emphasis) and Finance
Drake University 2005 — 2005
Bachelor of Science in Business Administration, Actuarial Science
University of Wisconsin-Madison - School of Business
Special Student, Actuarial Science
St. Xavier's
CUNA Mutual Group November 2011 - Present
The Rees Group, Inc. March 2008 - October 2011
Ewald Consulting January 2006 - March 2008
Skills
Event Management, Event Planning, Meeting Planning, Email Marketing, Budgets, Contract Negotiation, Hotels, Management, Project Management, Customer Service, Food & Beverage, Trade Shows
Education
Drake University 2001 — 2005
BA, Advertising Management & Marketing
Greater Madison IIBA Chapter February 2014 - Present
CUNA Mutual Group February 2014 - Present
Kforce August 2013 - February 2014
We Energies August 2010 - August 2013
We Energies January 2000 - August 2010
Skills
Business Analysis, Process Improvement, Requirements Gathering, Project Management, Systems Analysis, Business Process..., Oracle, User Acceptance Testing, Business Process Mapping, SDLC, Requirements Analysis, Software Testing Life..., MS Project, BMC Remedy, Blueworks Live, Mandarin Chinese, Econometrics, International Relations, International Marketing, SQL, IIBA, PMI, CAPM, Oracle Application..., Oracle CRM, Visio, Agile Methodologies, Workday, Business Case..., Business Case Modelling, Business Case Design, Human Resources, Econometr, Software System Analysis
Education
Concordia University-Wisconsin 2012 — 2014
Master of Business Administration (MBA), Management Information Systems
John Cook School of Business - Saint Louis University
Executive Certificate in Business Analysis
ASPE Training
Requirements Elicitation
UW-Platteville
Essentials of Project Management
ASPE Training
Business Analyst Fundamentals, Business Process Analysis and Design, Business Analyst Boot Camp
UW-Milwaukee
Bachelor of Arts (B.A.), Economics, International Studies, Chinese
University of Wisconsin-Milwaukee
United Nations Summer Seminar, New York, NY
Guilin Normal
Study Abroad (Guilin, China), Chinese
Nankai University
Study Abroad (Tianjin, China) Chinese, Chinese
St. Olaf College 1991 — 1995
Asian Studies
CUNA Mutual Group April 2006 - Present
CUNA Mutual Group February 1996 - April 2006
Skills
Team Leadership, Property & Casualty..., Disability Insurance, Project Management, Consumer Lending, Credit Unions, Salesforce.com, Sales Process, Sales, Insurance, Customer Retention, Customer Satisfaction
Education
Delgado Community College 1988 — 1990
Associate's degree, General Office Occupations and Clerical Services
Guilford Technical Community College
CUNA Mutual Group June 2014 - Present
Service King Collision Repair Centers December 2013 - May 2014
Progressive Insurance February 2005 - December 2013
Wireless Retail May 2003 - December 2004
Skills
Property & Casualty..., Casualty, Insurance, Claim, Liability, Subrogation, General Insurance, Claim Investigation, Claims Management, Property Damage, Casualty Insurance, Claims Handling, Commercial Insurance, Commercial Lines, Legal Liability, Professional Liability
Education
Hardin-Simmons University 2002 — 2004
Bachelor's degree, Communication and Media Studies
Del Mar College 2000 — 2002
CUNA Mutual Group September 2014 - Present
CUNA Mutual Retirement Solutions July 2013 - September 2014
CUNA Mutual Group December 2012 - July 2013
Beacon Hill Staffing Group November 2011 - December 2012
Creative Financial Staffing (CFS) August 2011 - November 2011
Genus August 2008 - June 2011
Springs Window Fashions October 2006 - August 2008
Springs Window Fashions 2000 - 2006
NCS Pearson 1999 - 2000
Skills
Microsoft Office, Process Improvement, Software Documentation, MS Project, Employee Training, Leadership, Access, Project Management, General Ledger, Microsoft Excel, Workday, Oracle Accounts..., Microsoft Office..., Cforia MC2, Training & Development
Education
Upper Iowa University-Madison Campus 2002 — 2006
Bachelor's, Business Management with HR Emphasis
Concordia University-St. Paul 1999 — 2001
Organizational Development
ADP October 2007 - Present
First Data Corporation May 2005 - September 2007
Kapageridis Consulting, LLC March 2001 - April 2005
US Airways January 1999 - March 2000
American Express November 1997 - January 1999
Honeywell Aerospace November 1995 - November 1997
Arizona Department of Revenue September 1993 - September 1995
Arizona Department of Transportation September 1992 - September 1993
CUNA Mutual Group September 1986 - September 1991
Skills
CICS, JCL, VSAM, TSO, IMS DB/DC, Fileaid, PL/1, DB2, SQL, Infoman, Telon, Panvalet, Mainframe, COBOL, REXX, IBM Mainframe, SDLC, Quality Center, Serena Changeman, z/OS, MVS, Databases, Performance Tuning, Endeavor, Disaster Recovery, VisionPLUS, ISPF
Education
Eastern Illinois University 1984 — 1986
Master, Mathematics
Winthrop University 1979 — 1983
Bachelor, Mathematics / Computer Science
Tax Credit Group of Marcus & Millichap August 2015 - Present
Give Back Foundation March 2014 - December 2014
TASC (Total Administrative Services Corporation) April 2013 - December 2014
CUNA Mutual Group August 2007 - December 2010
Rocky Mountain Chiropractic Center March 2004 - June 2007
Skills
Strategic Planning, Change Management, Project Management, Program Management, Process Improvement, Business Analysis, Research, Cross-functional..., Vendor Management, Communication, Leadership, Corporate Social..., Strategic Corporate..., Philanthropy, Donor Advised Funds, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Visio, Microsoft Project, OneNote, SharePoint, SMART Technologies
Education
Edgewood College 2011 — 2012
MBA
Gustavus Adolphus College
BA, Organizational Management/Sociology
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group June 2012 - September 2013
CUNA Mutual Group August 2011 - June 2012
Summit Credit Union October 2007 - August 2011
United Way of Dane County 2010 - 2010
United Way of Dane July 2009 - November 2009
Summit Credit Union July 2003 - October 2007
Summit Credit Union October 2002 - July 2003
Skills
Team Building, Leadership, Coaching, Project Management, Training, Management, Sales, Retail, Fundraising, Loans, Budgets, Banking, Public Speaking, Process Improvement, Time Management, Organizational..., Insurance, Strategy, Call Centers, Accounting, Leadership Development, Sales Management, Credit Unions, Finance, Advertising, Strategic Planning
Education
Edgewood College 2010 — 2012
BBA expected 2012, Business
Madison Area Technical College
Associate, Business, Finance, Management
Oregon High School
HCA October 2014 - Present
Asurion August 2010 - October 2014
Asurion December 2009 - October 2011
CUNA Mutual Group January 2007 - December 2009
Microsoft August 2004 - January 2007
Various Colleges and Universities 1999 - 2005
Stora Enso July 2001 - August 2004
Williams and Company Consulting 1999 - 2001
Skills
Recruiting, Employee Relations, Talent Management, College Recruiting, Human Resources, HR Policies, Leadership, Onboarding, HR Consulting, Workforce Planning, Management, Talent Acquisition, Labor Relations, Executive Search, Vendor Management, Performance Management, Management Consulting, Succession Planning, Organizational..., Program Management, Taleo, PeopleSoft, University Relations, Benefits Administration, Direct Sales, P&L Management, Property & Casualty..., Auditing, SuccessFactors, P&L Responsibility, Employee Relations..., Community Outreach, Multi-unit Retail..., University Teaching, Strategic Consulting, PEO, Compensation & Benefit, Benefits Design, Department Budgeting, Military Experience, Army, peformance management, Authoria
Education
University of Notre Dame - Mendoza College of Business 1998 — 1999
MBA, Management and Human Resources
Cornell University 2003 — 2004
Certificate, Labor Relations
Mount Marty College 1994 — 1998
BA, Business Administration
CUNA Mutual Group February 2015 - Present
Madison College 2010 - Present
CUNA Mutual Group February 2014 - January 2015
CUNA Mutual Group February 2011 - February 2014
Energy Center of Wisconsin March 2010 - February 2011
Headway Corporate Resources 2009 - 2010
University of Kentucky 2006 - 2009
Levy Restaurants 2004 - 2006
University of Wisconsin Milwaukee 2002 - 2004
Education
Drake University
BA
University of Wisconsin-Milwaukee
MA
CUNA Mutual Group April 2011 - Present
Robert Half International March 2010 - March 2011
Covance CLS June 2009 - March 2010
Skills
Full-cycle Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Talent Management, Human Resources, Onboarding, College Recruiting, Internet Recruiting, Temporary Staffing, Temporary Placement, Interviews, SDLC, Sales, Call Centers, Staffing Services, Management, Contract Recruitment, Leadership, Workforce Planning, Employer Branding, Sourcing, Benefits Negotiation
Education
Edgewood College 2011 — 2013
Master's degree, Organization Development
Edgewood College 2006 — 2009
Bachelors in Science, Biology, Communications
Lytx Inc. May 2015 - Present
Montage Video Interviewing November 2013 - May 2015
CUNA Mutual Group September 2012 - November 2013
Pharmacy OneSource May 2012 - September 2012
Pharmacy OneSource February 2012 - May 2012
University of Wisconsin Oshkosh Student Managed Endowment Fund June 2011 - December 2011
US Army January 2010 - December 2010
Oshkosh Corporation - Defense November 2009 - November 2009
Northwestern Mutual February 2007 - November 2009
US Army September 2003 - February 2007
Skills
Process Improvement, Team Leadership, Change Management, Business Process, Integration, Leadership, Analysis, Management, Project Management, Microsoft Office, Clarizen, Salesforce.com, SaaS, Portfolio Management, Financial Analysis, Investments, Training, Sales, Insurance, Business Analysis, Risk Management, Microsoft Excel, Cross-functional Team..., Problem Solving, Excel, Cross-functional..., Cross-functional..., Account Management, Enterprise Software, Business Development, CRM, Team Building, Customer Service, Strategic Planning
Education
Edgewood College 2012 — 2013
MBA, Business
University of Wisconsin-Oshkosh 2009 — 2011
BBA, Finance
Worldwide Media Corporation 2009 - Present
Worldwide Media Corporation 2005 - 2009
Worldwide Media Corporation 2002 - 2005
FISI Madison Financial / Progeny Marketing Innovations 1999 - 2002
CUNA Mutual Group 1995 - 1999
Skills
Strategic Planning, New Business Development, B2B, Mergers, Marketing Strategy
Education
Edgewood College 1990 — 1994
BA, International Relations
CUNA Mutual Group April 1983 - Present
Skills
Strategic Planning, Financial Planning, Product Development, Business Strategy, Strategic Financial..., Process Improvement, Insurance
Education
University of Northern Iowa 1984 — 1986
MBA
Drake University 1976 — 1980
BSBA, Accounting
Iowa Business Advisors Inc., Transworld April 2012 - December 2013
Franchise Development Group January 2011 - December 2013
Computer Troubleshooters - Cedar Valley January 2004 - January 2012
CUNA Mutual Group May 2000 - June 2005
Skills
Franchising, Franchise Consulting, New Business Development, Small Business, Start-ups, Coaching, Franchise Sales, Business Expansion, Expansion Strategies, Operations Management, Managed Services, Mergers & Acquisitions, Selling, Budgets, Sales, Management, Real Estate, Business Brokerage, Business Development, Sales Management, Entrepreneurship, Business Planning, Management Consulting, Team Building, Business Strategy, Business
Education
Dallas Theological Seminary 2014 — 2018
Master’s Degree, Master of Theology (ThM)
Liberty University 2013 — 2014
Bachelor's Degree, Biblical and Theological Studies, 4.0
University of Northern Iowa 1996 — 1997
Business Administration and Management, General
Retired March 2013 - Present
Digital Docs.net January 2011 - March 2013
CUNA Mutual Group 2004 - August 2010
TCS Basys Controls 2001 - 2004
Skills
Consultative Selling, New Business Development, Customer Relations, Strategic Planning, Sales Management, Account Management, B2B, Customer Service, Online Marketing, Leadership, Selling, Process Improvement, Direct Sales, Cross-functional Team..., Sales, Insurance, Sales Operations, Salesforce.com
Education
Concordia University-Wisconsin 1994 — 1996
Associates, Management and Communications
HP Autonomy September 2012 - Present
American Family Insurance November 2009 - January 2012
American Family Insurance September 2004 - November 2009
CUNA Mutual Group 1998 - 2004
FedEx Express 1994 - 1998
Skills
SDLC, Software Project..., Process Improvement, Application Development, Vendor Management, Team Building, IT Strategy, Strategic Planning, Problem Solving, Mentoring, Customer Relations, Insurance, Program Management, Software Development, Coaching, Operational Efficiency, IT Management, IT Governance, Governance, Business Analysis, Team Leadership, Customer Service, Management, Leadership, Business Process..., Project Management, Scrum, E-commerce, Project Planning, Visio, Requirements Gathering, Integration, Enterprise Architecture
Education
University of Wisconsin - Whitewater
MBA, Information Technology Management
Concordia University-Wisconsin
BA, Management & Communication
Owens Technical College
AAS, Computer Science Technology
Grow Financial Federal Credit Union July 2011 - Present
Credit Union of Texas September 2008 - June 2010
CUNA Mutual Group January 2007 - September 2008
Skills
Loans, Underwriting, Credit, Credit Unions, Consumer Lending, Banking, Loan Origination, Credit Analysis, Sales, Customer Service, Call Center, Negotiation, Sales Management, Credit Risk, Insurance, Training, Team Building, Coaching, Loan Servicing, Lines Of Credit, Symitar, Credit Cards, Risk Management, Leadership Development, Employee Training
Education
Dallas Baptist University
Northlake College
Immanuel & Trinity Lutheran Churches April 2014 - Present
Lutheran Church Missouri Synod - Wyoming District August 2010 - March 2014
St. Paul Lutheran Church December 2007 - March 2014
Schwan's Consumer Brands May 2007 - November 2007
Platinum Insurance Agency January 2007 - March 2007
CUNA Mutual Group March 2006 - March 2007
Farmers Insurance October 2005 - January 2006
St. John Lutheran Church, Waverly, Iowa August 1999 - May 2005
Trinity Lutheran Church, Danville, IL July 1996 - July 1999
Marco's Pizza September 1992 - June 1996
Skills
Teaching, Teaching Adults, Public Speaking, Bible Study, Church Events, Preaching, Pastoral Care, Theology, Pastoral Counseling, Spiritual Direction, Religion, Biblical Studies, Discipleship, Religious Studies, Youth Ministry, Liturgy, Gospel, Pastoral, Apologetics, Religious Education, Church Growth, Church History, Pastoring, Organization, Sales, Pastoral Theology, Stewardship, Management, Bible, Systematic Theology, Missions, Evangelism, Discipleship Training, Church Administration, Hermeneutics, Nonprofits, Grief Counseling, Homiletics, Practical Theology, Ministry Development, Volunteer Management, Leadership Development, Community Outreach, Christian Theology, Campus Ministry, Pastors, Chaplaincy, Biblical Teaching, Exegesis, Church Consulting
Education
DeVry University's Keller Graduate School of Management-Indiana 2013 — 2016
Accounting and Finance, 4.0
Concordia Theological Seminary 1992 — 1996
Master of Divinity, Practical Theology
Concordia University-St. Paul 1987 — 1991
Pre-Seminary, Greek & Communication
Lone Star Credit Union May 2014 - Present
CUNA Mutual Group June 2013 - May 2014
Western Heritage Credit Union January 2011 - June 2013
Texans Credit Union August 2007 - December 2010
Dallas Telco Federal Credit Union (now GO Federal CU) May 2006 - July 2007
New York Life October 2005 - May 2006
Arlington Federal Credit Union (now Allied FCU) September 1996 - October 2005
Skills
Asset Liability..., Strategic Planning, Consumer Lending, Project Management, Leadership, Product Development, Training, Branch Operation, Financial Analysis, Budget Process, Call Center, Customer Service, Marketing, Risk Management, Change Management, Coaching, Compliance, Board Development, Sales Management, Policy Writing, Public Speaking, Staff Development, Executive Management, Finance, Credit, Banking, Credit Unions, Management, Process Improvement, Financial Services, Business Development, CRM, Budgets, Cross-functional Team..., Analysis, Insurance, Loan Origination, Loans, Financial Risk, Sales, Commercial Lending, Mortgage Lending, Retail Banking, Financial Institutions, Small Business Lending, Underwriting, Credit Analysis, Strategy, Investments, Team Building
Education
Concordia University Texas 2003 — 2006
Bachelor of Arts, Business, 4.0
Conordia University at Austin
Bachelor of Arts (B.A.), Business Administration and Management, General
QBE North America July 2015 - Present
CUNA Mutual Group December 2013 - June 2015
CUNA Mutual Group April 2011 - November 2013
Summit Credit Union December 2002 - January 2011
CNA Insurance 1994 - 2002
Skills
Vendor Management, System Conversion, IT Management, Team Building, Budgeting, Problem Solving, Budgets, Business Analysis, SDLC, Leadership, Cross-functional Team..., Banking, Process Improvement, Business Intelligence, Strategic Planning, Team Leadership, Software Development, Project Management, Business Process, Financial Analysis, Management, Risk Management, Mergers & Acquisitions, Change Management, IT Strategy, Business Process..., Visio, Software Project..., System Administration, SharePoint, CRM, Disaster Recovery, Requirements Analysis, Information Technology, Enterprise Architecture, Project Portfolio..., Requirements Gathering
Education
Drake University 1991 — 1993
BA
Grinnell College 1989 — 1991
none
Illinois Service Corporation November 2013 - Present
CUNA Mutual Group June 2010 - November 2013
State Farm Insurance January 2008 - June 2010
Skills
Insurance, Underwriting, Estate Planning, Sales Management, Investments, B2B, Property & Casualty..., Health Insurance, Commercial Insurance, Employee Benefits, Relationship Management, Sales Presentations, Sales Process, Disability Insurance, Term Life Insurance, General Insurance, Life Insurance, Fixed Annuities, 401k, Financial Services, Retirement, Brokers, Long-term Care, Retirement Planning
Education
DePaul University
Interactive and Direct Marketing Certificate
DePaul University
Web Commerce Certificate
Illinois State University 1985 — 1990
BA, Political Science
The American College 2012 — 2013
LUTCF, Life Underwriter Training Council of Fellow
CUNA Management School 2013 — 2015
CCUE
CUNA 2013 — 2013
CCUFC, Certified Credit Union Financial Counselor
St. Paul's Lutheran School 1972 — 1981
Grade School
CUNA Mutual Group December 2014 - Present
Fresh Words, LLC January 2013 - Present
BagInspiration February 2010 - August 2013
CUNA Mutual Group October 2010 - December 2012
Middleton-Cross Plains Area School District January 2009 - October 2010
CUNA Mutual Group 2001 - 2003
CUNA Mutual Group January 1999 - December 2000
CUNA Mutual Group 1996 - 1999
Skills
Marketing Strategy, Corporate Communications, Strategic Planning, Event Planning, Media Relations, Social Media, Public Relations, Marketing Communications, Communications Planning, Green Marketing, Online Retail, Blogging, Leadership, Integrated Marketing, Management, Team Building, Training, Marketing, Strategic Communications, Market Planning, Cross-functional Team..., Copywriting, Web Design, Community Development, SEO, Marketing Management, Product Development, Market Research
Education
Edgewood College 1996 — 2000
MBA, Business
University of Wisconsin-Whitewater 1985 — 1989
BBA, Marketing
Madison LaFollette High School
American Family Insurance July 2015 - Present
Springs Window Fashions October 2010 - July 2015
Springs Window Fashions January 2008 - July 2011
Springs Window Fashions August 2005 - December 2007
CUNA Mutual Group 2001 - 2005
Edgewood College 2004 - 2004
Rowley Schlimgen 1995 - 2001
Smith & Gesteland December 1993 - October 1995
UW-Madison SBDC April 1989 - December 1993
UW Engineering Professional Development 1982 - 1985
Skills
Product Development, Product Management, Product Marketing, Project Planning, Market Research, Marketing Strategy, Market Planning, Market Analysis, Team Leadership, Team Building, Process Improvement, Change Management, Strategic Planning, Business Development, Management, Marketing Management, Marketing, Cross-functional Team..., Leadership, B2B, Marketing Communications, Program Management, Project Management, Sales, Pricing, Product Launch, Competitive Analysis, Analysis, Direct Marketing, CRM, Training, Advertising, Negotiation, Strategy, P&L Management, Brand Management, Marketing Research
Education
DePaul University 1977 — 1979
MBA, Marketing
Western Illinois University 1975 — 1977
BBA, Major: Marketing, Minor: Fashion Merchandising
CUNA Mutual Group September 2007 - Present
CUNA Mutual Group 2003 - 2007
Creditor Services, Inc. July 1992 - January 2002
Skills
Credit Unions, Insurance, Sales Operations, Disability Insurance, Health Insurance, Process Improvement, Fixed Annuities, Call Centers, Employee Benefits, Sales Management, Life Insurance, Property & Casualty..., Underwriting, Long-term Care, General Insurance, Customer Service, Leadership, Financial Services, Retirement, Sales, Customer Retention, Retirement Planning, Risk Management, Claim, 401k, Relationship Management
Education
Nazareth College 1990 — 1995
MA, Literacy
Concordia University Chicago 1968 — 1972
BA, Music & Education
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group May 1997 - Present
American Share Insurance December 1994 - May 1997
The Limited Express November 1993 - December 1994
Skills
Credit Unions, Insurance Risk, Financial Risk..., Risk Management, Insurance, Property & Casualty..., Auditing, Liability, Internal Audit, Training, Financial Risk, Enterprise Risk..., Underwriting, Financial Institutions, Accounting, Banking, Financial Analysis, Credit, Financial Services, Leadership, Management, Property, Strategic Planning
Education
Duquesne University 1989 — 1993
Accounting
Union Cab of Madison Cooperative January 2015 - Present
sparkhub llc November 2014 - Present
CUNA Mutual Group November 2011 - November 2014
Union Cab of Madison Cooperative January 2007 - November 2011
Visit of His Holiness the Dalai Lama January 2008 - July 2008
Mayer, Brown, Rowe & Maw LLP December 2004 - September 2006
Mayer, Brown, Rowe & Maw LLP November 2002 - December 2004
DePaul University March 2000 - March 2002
DePaul University February 1999 - March 2000
DePaul University January 1997 - February 1999
Skills
HTML, Data Center, Servers, Integration, Network Administration, Information Security, WAN, System Administration, Networking, Change Management, Security, ITIL, Windows Server, Active Directory, IT Operations, VMware, Visio, IT Management, Network Security, Firewalls, SharePoint, IT Strategy, Linux, Management, Disaster Recovery, Windows 7, Information Security..., Business Continuity
Education
DePaul University 1995 — 2002
B.S.
The Avenue B Group, Inc. July 2011 - Present
several organizations January 2000 - January 2012
CUNA Mutual Group October 2008 - July 2011
Concordia University September 2001 - October 2008
University of Wisconsin-Madison July 2000 - September 2008
Edgewood College January 2005 - May 2005
American Family Insurance February 1997 - July 2000
University of Wisconsin Milwaukee August 1995 - May 1997
Skills
Instructional Design, E-Learning, Captivate, Adult Education, Instructional Technology, Distance Learning, Learning Management..., Blended Learning, Higher Education, Instructor-led Training, Teaching, Educational Technology, Curriculum Design, Program Management, Leadership, Project Management, Research, Training, Technical Writing, Consulting, Public Speaking, Coaching, ADDIE, Employee Training, Learning Management, Needs Analysis, Workshop Facilitation, Leadership Development, Staff Development, Curriculum Development, Blogging, Training Delivery, Organizational...
Education
Edgewood College 1999 — 2004
MBA, Business Administration
University of Wisconsin-Milwaukee 1995 — 1997
MA Communications, Communication
CUNA Mutual Group May 2015 - Present
TruScribe September 2010 - Present
American Family Insurance October 2010 - May 2015
American Family Insurance April 2009 - September 2010
IMS September 2008 - March 2009
Arthur McKay Building Services November 2006 - April 2008
Paradigm K.K. Tokyo, Japan May 2003 - September 2006
Run for the Cure - Tokyo, Japan January 2005 - December 2005
Paradigm K.K. Tokyo, Japan June 2002 - April 2003
Japan Exchange and Teaching Program(me) (JET) August 1999 - May 2002
Skills
Marketing Communications, Integrated Marketing, Advertising, Marketing Strategy, Brand Development, Strategy, Marketing, Event Management, Corporate Communications, Brand Management, Event Planning, Corporate Branding, Media Planning, Brand Awareness, Business Development, Corporate Events, Leadership, Sales, Social Networking, Email Marketing, Marketing Management, Online Marketing, Strategic Planning, Management, Digital Marketing, Entrepreneurship, Lead Generation, Social Media Marketing, Direct Marketing, B2B Marketing, Interactive Marketing, Creative Direction, Whiteboarding, Public Speaking, Market Planning, Copywriting, Market Research, Sponsorship, Fundraising, Public Relations, Marketing Research, Segmentation, Budgets, Online Advertising, Product Marketing, Relationship Marketing, Digital Strategy, Social Media, New Business Development, Project Management
Education
Cornell University - Johnson Graduate School of Management 2012 — 2013
Graduate Certificate, Marketing Strategy
The University of Edinburgh 1995 — 1999
BA (Hons), Business Management & Sports Marketing
University of Jyvaskyla 1996 — 1997
Sports Marketing / Management Masters Program
Consultant April 2014 - Present
Erie Club 2011 - 2015
Erie Club 2011 - 2015
Erie Federal Credit Union July 2010 - March 2014
Erie Regional Chamber & Growth Partnership 2012 - 2014
Erie Federal Credit Union March 1996 - June 2010
CUNA Mutual Group 1989 - 1996
Erie School Employees Federal Credit Union 1987 - 1989
Wilson's Suede & Leather 1986 - 1987
Skills
Strategic Planning, Credit Unions, Leadership, Marketing, Business Development, Marketing Strategy, Banking, Market Research, Management, Public Relations, Business Strategy, Training, Event Planning, Marketing Communications, Email Marketing, Team Building, Financial Services, Consumer Lending, Executive Management, Customer Service, Business Planning, Lead Generation, Strategy, Fundraising, Credit, Small Business, Team Leadership, Event Management, Mortgage Lending, Underwriting, Sales Management, Financial Analysis, Social Media, Strategic Partnerships, Retail Banking, Online Marketing, Advertising, Social Media Marketing, Credit Analysis, Public Speaking, Direct Marketing, Emotional Intelligence, Organizational Change, Commercial Lendng, Big Data Analytics, Employee Engagement, General Insurance, Omni-Channel Marketing, Product Development &..., Budgets & Portfolio...
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2007
CUES CEO School
University of Pennsylvania - The Wharton School 2006 — 2006
Scenario Planning and Blue Ocean Strategies, CUES CEO School
University of Virginia Darden School of Business 2006 — 2006
CUES CEO School
Mercyhurst College 1982 — 1986
BS, Marketing/Fashion Merchandising/Business Management
CUNA Mutual Group 2015 - Present
InterVantage 1995 - Present
Lands' End 2014 - 2014
tekservePOS / Level10 2008 - 2014
Marty J, Schwartz PC Law Firm 2010 - 2010
Federal Home Mortgage 2006 - 2009
Countrywide Full Spectrum Lending 2005 - 2006
US Microdyne 2001 - 2005
American Red Cross 1993 - 1999
PwC 1992 - 1995
Skills
Project Management, Management Consulting, Small Business Marketing, Social Media, Search Engine..., Change Management, E-Myth Consulting, Web Project Management, Non-profits, IT Strategy, Multi-channel Retail, Consulting, Business Analysis, Program Management, Cross-functional Team..., Management, Leadership, SDLC, Online Marketing, Requirements Analysis, CRM, Analysis, Social Networking, Marketing, Web Analytics, Team Management, SEM, Business Strategy, Strategic Planning, Marketing Strategy, SEO, Email Marketing, Data Analysis, Entrepreneurship, Team Building, Digital Marketing, Social Media Marketing, Integrated Marketing, Training, Start-ups, Google Analytics, Business Development, Web Development, Sales, Quality Assurance, Mobile Devices, Strategy, Project Planning, SaaS, Strategic Partnerships
Education
DePaul University
Information Analytics / Computer Science
Northern Illinois University 1982 — 1986
Bachelors, Applied Information Systems, Mathmatics
Well and Good LLC July 2009 - Present
CUNA Mutual Group February 2005 - July 2009
TIAA-CREF December 1999 - February 2005
TIAA-CREF August 1993 - December 1999
Skills
Retirement Planning, Retirement, Employee Benefits, Cross-functional Team..., Investments, Leadership, Financial Services, Management, Training, Marketing, New Business Development, Insurance, Wealth Management, Mutual Funds
Education
Duke University
B. A., English, history
St Paul's
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase December 2013 - August 2015
JPMorgan Chase August 2011 - December 2013
JPMorgan Chase September 2009 - August 2011
CUNA Mutual Group February 2009 - September 2009
Tower Loan May 2007 - February 2008
Skills
Training, Quality Assurance, Process Improvement, Microsoft Excel, Call Centers, Program Management, Management, Project Management, Analysis, Strategic Planning, Business Analysis, Team Building, Leadership, Microsoft Office
Education
Delta State University 2002 — 2007
Bachelor, Fine Arts
CUNA Mutual Group July 2012 - Present
Maricopa County June 2006 - June 2012
Maricopa County March 2000 - June 2006
Skills
Microsoft SQL Server, Databases, IT Management, VB.NET, T-SQL, SSRS, Project Management, IIS, SQL, Server Architecture, SSIS, XML, ASP.NET, PMI, VB6, Microsoft Technologies, Scrum, Agile & Waterfall..., Budget Management
Education
University of Phoenix 2003 — 2006
Bachelor's Degree, Information Technology, 3.98 GPA
DeVry University Phoenix 1994 — 1998
Computer Information Systems
State of Wisconsin September 2014 - Present
Juvenile Corrections - Self Employed Contractor 2010 - 2014
Hewlett-Packard August 2013 - November 2013
CUNA Mutual Group June 2003 - December 2012
Humana November 1996 - June 2003
AIFS 1995 - 1996
AIFS 1995 - 1996
AIFS 1995 - 1996
Skills
Insurance, Claim, Claims Management, General Insurance, Commercial Insurance, Process Improvement, Health Insurance, Workers Compensation, Analysis, Policy, Negotiation
Education
Upper Iowa University 2006 — 2009
Bachelor of Science (BS), Criminal Justice
Cottey College 1987 — 1989
Associate of Arts (AA)
College Business Management Institute August 2012 - Present
University of Kentucky June 2012 - Present
University of Kentucky August 2010 - Present
University of Kentucky September 2008 - Present
University of Kentucky April 2008 - September 2008
CUNA Mutual Group November 2006 - April 2008
University of Kentucky Federal Credit Union June 2003 - November 2006
Members Heritage Federal Credit Union February 1999 - October 2002
Long John Silver's Restaurants March 1994 - February 1999
Pomeroy IT Solutions 1993 - 1994
Skills
Risk Management, Data Analysis, Process Improvement, Strategic Planning, Treasury Management, Treasury Services, Treasury, Cash Management, Cash Flow, Payment Card Processing, ACH, Banking, Corporate Finance, Higher Education..., Higher Education..., Higher Education, PCI DSS, Merchant Card Processing, Merchant Services, Leadership, Management, Public Speaking, Team Building, Microsoft Office, Training, Program Management, Security, Coaching, Credit Cards, Customer Service, Team Leadership, System Administration, Business Process..., Financial Reporting, Information Technology, Business Strategy, Vendor Management, Project Management, Operations Management, Risk Assessment, Financial Analysis, Forecasting, Policy, Business Analysis
Education
UNC Treasury Management Program 2013 — 2013
Treasury Management
College Business Management Institute (CBMI) 2009 — 2011
College and University Administration and Management
Xavier University - Williams College of Business 1998 — 2000
MBA, Business Administration
Eastern Kentucky University 1989 — 1993
Bachelor of Business Administration, Computer Information Systems
Boyd County High School 1987 — 1989
Athene USA November 2014 - Present
Ryko Solutions, Inc. April 2014 - September 2014
CUNA Mutual Group May 2003 - March 2014
CUNA Mutual Group June 2002 - May 2003
John Deere September 2000 - June 2002
Skills
Budget Development &..., Performance Standards, Human Resource..., Leadership, Team Building, Effective Communication..., Scheduling/Correspondenc..., Problem Analysis &..., Calendar/Travel Plans, Training/Mentoring, Calendar Management, Reports/Documentation, Accounts..., Database Maintenance, Inventory Control, Meeting Agendas &..., Financial Reporting, Rapport Development, Microsoft Office..., Web Design & Development, Management, Training, Interviews, Recruiting
Education
Upper Iowa University 2003 — 2009
Bachelor's of Science/Business Administration, Human Resources Management
Des Moines Area Community College 1984 — 1985
Aon Hewitt March 2010 - Present
CUNA Mutual Group March 2003 - November 2009
Alliant Energy 2001 - 2003
Famous Footwear May 2001 - October 2001
Midland Press Corporation September 1997 - December 2000
J.J. Keller & Associates 1991 - 1997
Skills
Corporate Communications, Communications Planning, Media Relations, Strategic Communications, Newsletters, Public Relations, Event Management, Social Media, Crisis Communications, Internal Communications, Leadership, Project Planning, Marketing Communications, Strategy, Content Management, Budgets, HRIS, HR Consulting, HR Transformation, Consulting, Management, Strategic Planning, Press Releases, Editing, Communication Training, Speech Writing, Integrated Marketing, Copywriting, Email Marketing
Education
London School of Economics and Political Science, U. of London 1989 — 1990
Master of Science (M.S.), Government and Politics
Drake University 1985 — 1989
B.A., Political Science, Minor: Economics, graduated cum laude
Akquracy February 2011 - Present
OBryant Analytics, LLC January 2010 - Present
Thrid Wave Research January 2007 - February 2011
CUNA Mutual Group November 2004 - January 2006
Lands' End August 2003 - October 2004
Lands' End February 2001 - July 2003
Lands' End June 1998 - January 2001
Overton's Inc. September 1994 - May 1998
Skills
Financial Modeling, Web Marketing, Data Management, Microsoft Office, Brand Management, Analytics, Database Marketing, SAS, Oracle SQL, Microsoft SQL Server, Direct Marketing, Predictive Analytics, Quantitative Analytics, Business Objects, Customer Acquisition, SQL, Predictive Modeling, Tableau, Integrated Marketing, Multi-channel Marketing, Market Research, Data Analysis, Marketing, Segmentation, Customer Insight, Analysis, Interactive Marketing, Direct Mail, Email Marketing
Education
East Carolina University 1996 — 1999
MBA, Marketing/ Health Care Mgmt.
East Carolina University 1992 — 1996
BSBA, Marketing/Finance
Quinn Associates January 2010 - Present
CUNA Mutual Group 2005 - 2009
Intergrity Mutual Insurance 2001 - 2005
Capital Indemnity Insurance 1997 - 2002
United Fire Group 1975 - 1997
Skills
Claim, Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Underwriting, Claims Management, Liability, Casualty, Legal Liability
Education
Boston University 2003 — 2005
Master of Science Insurance Management, Claims Management
Creighton University
Bachelor's degree, Polictical Science
CUNA Mutual Group July 2015 - Present
University of Wisconsin System - University Relations - Office of the President June 2013 - July 2015
University of Wisconsin System September 2008 - June 2013
Madison Area Technical College January 2007 - June 2012
Skills
Internal & External..., Strategic Communications, Project Management, Project Coordination, Project Planning, Strategic Planning, Social Media, Social Media Marketing, Social Media Strategist, Website Development, WordPress, Web Design, Web Analytics, Web Services, Atlassian JIRA, Digital Communication, Digital Media, Communications Planning, Change Management, Leadership, Public Speaking, Management
Education
Indiana University Bloomington 2003 — 2006
Master's degree, Communication and Media Studies
Eastern Illinois University 1998 — 2002
Bachelor's degree, Communication and Media Studies
Bankers' Bank September 2015 - Present
Ketter Komputers LLC March 2003 - Present
Bankers' Bank March 2014 - August 2015
Bankers' Bank November 2011 - March 2014
Wisconsin Department of Justice September 2010 - December 2011
CDW May 2009 - September 2010
CDW November 2008 - May 2009
State of Wisconsin Investment Board (SWIB) September 2008 - May 2009
Edgewood College August 2007 - September 2008
CUNA Mutual Group 2005 - 2008
Skills
Windows 7, IT Management, Help Desk Support, Dell Computers, Desktop Application..., TCP/IP, Computer Hardware, CompTIA A+ Certification, Technical Support, Desktop Support..., CompTIA Network+..., Help Desk Institute, MCDST, MCITP, Bomgar, Cash Management, Wire Transfers, International Banking..., Banking, Customer Service
Education
Concordia University-Wisconsin 2014 — 2016
Master of Business Administration (MBA)
Edgewood College 2007 — 2012
Bachelor of Business Administration (B.B.A.), Computer Science Minor
Madison Area Technical College 2010 — 2011
Supervisory Management
Waunakee High School
Janssen, Pharmaceutical Companies of Johnson and Johnson September 2013 - Present
Cognizant July 2013 - Present
CUNA Mutual Group August 2012 - September 2013
Synechron September 2010 - April 2011
L&T Infotech May 2005 - September 2010
Travelers Inc (Hartford Connecticut) May 2005 - August 2010
Skills
ASP.NET, .NET, Application Development, Web Applications, Web Services, WCF, SOA, SQL Server, PL/SQL, SSRS, VB.NET, ADO.NET, AJAX, SOAP, XML, JavaScript, Software Project..., SQL, Requirements Analysis, Visual Studio, Microsoft SQL Server, C#, Requirements Gathering, jQuery, ASP.NET MVC, Design Patterns, Software Development, Web Development, Project Management, Communications..., Project Scope..., Project Tracking, Project Team Management, DB2, Oracle, Agile Methodologies, SDLC, Testing, Management, Scrum, Hibernate, Resource Management
Education
Doctor Babasaheb Ambedkar Marathwada University 2001 — 2004
B.E., Computer Science & Engineering
Government College Of Engineering Aurangabad 2001 — 2004
B.E., Computer Science & Engineering
Rajarshi Shahu College Latur 1998 — 2000
HSc, Science
Sanskar Vidyalaya Beed 1988 — 1998
SSC, Secondary Education
CUNA Mutual Group May 2014 - Present
Skills
Microsoft SQL Server, XML, ASP.NET, VB.NET, .NET, SQL, Databases, JavaScript, Software Development, Visual Basic, ASP, Requirements Gathering, XSLT, Access, Quality Assurance, Testing, SDLC, SharePoint, Requirements Analysis, Visio, PMP, SSRS, Agile Methodologies, Business Requirements, Business Process, Risk Management, Business Analysis, SSIS, Systems Analysis, Project Management
Education
Scrum.Org
Professional Scrum Master I
DePaul University
BS Computer Science
University of Natural Medicine 2003 — 2008
Master of Natural Health Sciences
Project Management Institute
Project Management Professional Certification
Prairie Sky Financial Group August 2014 - Present
Prairie Rock Financial Group September 2009 - Present
CUNA Mutual Group June 1998 - September 2009
Securities America, Inc. January 1995 - June 1998
Skills
Certified Financial..., Asset Managment, Retirement Planning, Investments, Long-term Care, Investment Advisory, Strategic Financial..., Mutual Funds, Estate Planning, Asset Allocation, Insurance, Wealth Management, Investment Management, Alternative Investments, 401k, Series 24, Series 7, Series 63, Series 66
Education
DePaul University 2000 — 2002
CFP, Financial
Loyola University of Chicago 1981 — 1983
BS, Bio-chemistry
Saint Mary's University of Minnesota 1978 — 1981
BS, Biology
eBay Inc March 2015 - Present
Dealertrack Technologies March 2013 - March 2015
NCR Corporation July 2012 - March 2013
T-Mobile January 2009 - June 2012
T-Mobile January 2009 - June 2012
CUNA Mutual Group January 2006 - January 2009
Sprint June 2004 - January 2006
Skills
Call Centers, Technical Support, Troubleshooting, Customer Satisfaction, Customer Service, Customer Experience, Networking, Windows 7, Training, Management, Time Management, Team Leadership, Teamwork, Leadership, Wireless, Windows Vista, Sales, PowerPoint, Customer Retention, Process Improvement, Windows XP Pro, Microsoft Word, Wireless Networking, Windows, Microsoft Excel, Knowledge Management, Feedback, VoIP, Telephone Skills, CRM, Outlook, Problem Solving, Communication Skills, BMC Remedy Ticketing..., Active Directory, Command Prompt, Research, Point of Purchase, Image Processing, Domain Migrations, Smartphones, Software Installation, IT Hardware Support, Salesforce.com
Education
DeVry University-Texas 2012 — 2013
associate of applied science, Network Systems Administration
Hinds Community College
Vicksburg High School
The Sacred Science March 2015 - Present
Mountain West Credit Union Association April 2008 - September 2014
Valley Hope May 2007 - March 2008
CUNA Mutual Group September 1996 - September 2006
Skills
Office Coordination and..., Newsletter development,..., Political Action..., Political and..., Political Action..., Website Suuport, Customer Service
Education
Concordia University, Nebraska
Elementary Education and Teaching; Music
A Lava & Son Company March 2014 - Present
Concordia University Wisconsin 2012 - Present
VyMaC Corporation May 2012 - February 2014
Ultra Tool & Manufacturing February 2012 - May 2012
Oshkosh Corporation - Defense January 2011 - August 2011
Jenkins Research & Mfg September 2005 - August 2010
CUNA Mutual Group January 2004 - September 2004
TDS Telecom August 1997 - December 2003
Honeywell April 1993 - August 1997
PID, Inc. March 1990 - April 1993
Skills
Strategic Planning, Lean Manufacturing, Continuous Improvement, Product Development, New Business Development, Creative Problem Solving, Highly Analytical, Fast Learner, Self-directed, Six Sigma, Process Improvement, Manufacturing, Analysis, Strategy, 5S, Quality Assurance, Leadership, Analytical Skills, Operations Management, Start-ups
Education
University of Wisconsin-Madison - School of Business 1996 — 1998
Executive Masters
University of Wisconsin-Madison 1982 — 1986
BS
Concordia University-Wisconsin
CUNA Mutual Group March 2013 - Present
CUNA Mutual Group December 2010 - March 2013
CUNA Mutual Group 1999 - 2010
CUNA Mutual Group 1998 - 1999
CUNA Mutual Group 1988 - 1998
CUNA Mutual Group 1980 - 1988
Skills
Property & Casualty..., Bonds, Underwriting, Liability, Professional Liability, Commercial Lines, General Insurance, Financial Risk, Credit Unions, Risk Management, Claim, Credit, Financial Institutions, Workers Compensation, Insurance, Reinsurance, Commercial Insurance, Brokers, Employment Practices..., D&O, Enterprise Risk..., Claims Management, Casualty
Education
Insurance Institute of American 2010 — 2010
Associate's degree, General Insurance
Insurance Institute of America 2002 — 2002
Associate, Insurance Services
Edgewood College 1989 — 2002
BS & MBA, Business Management/Administration and Psychology
Crawford and Company 1991 — 1991
Certificate, Fidelity and Surety Bonding
Insurance Institute of America 1987 — 1989
Certificate, General Insurance - INS series
CUNA Mutual Group July 2013 - Present
CUNA Mutual Group March 1996 - Present
CUNA Mutual Group June 1988 - March 1996
Skills
SharePoint, Business Analysis, Agile Methodologies, Project Management, Team Leadership, SDLC, Quality Assurance, Marketing Communications, Microsoft Office, Governance, Requirements Analysis, Requirements Gathering, Customer Service
Education
University of Wisconsin-Madison 1985 — 1987
MBA, Marketing Research
Edgewood College 1979 — 1983
BS, Mathematics, Business
CUNA Mutual Group December 2011 - Present
Springs Window Fashions July 2008 - October 2011
Telephone and Data Systems, Inc. October 2005 - June 2008
Telephone and Data Systems, Inc. (TDS) 2005 - 2008
KPMG LLP March 2003 - September 2005
Arthur Andersen 1997 - 2002
The Marmon Group June 1988 - March 1996
Skills
Tax, Income Tax, Accounting, Mergers & Acquisitions, Tax Research, Tax Returns, Financial Planners, FIN 48, Mergers, Corporate Tax, Sarbanes-Oxley Act, Tax Accounting, Financial Reporting, Tax Compliance, Strategic Planning, Management, CPA, Financial Analysis, Auditing, GAAP, Financial Planning, Internal Controls, Process Improvement, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
CUNA Mutual Group 2012 - Present
CUNA Mutual Group 2005 - 2011
CUNA Mutual Group 2003 - 2005
HBG New Media 2002 - 2003
e-Rewards 1999 - 2001
Targetbase Marketing 1998 - 1999
Epsilon 1996 - 1998
Rapp Collins Worldwide 1995 - 1996
Innovative Business Software 1994 - 1995
Enterprise Rent-A-Car 1990 - 1994
Skills
Strategy, Marketing, Marketing Strategy, Creative Direction, Integrated Marketing, Segmentation, Brand Developement, Customer Experience, Competitive Analysis, Internal Branding, Market Research, Brand Communication, Corporate Branding
Education
DePauw University 1986 — 1990
Bachelor of Science (BS), Economics
Weir Minerals June 2014 - Present
Wisconsin Department of Revenue 2011 - June 2014
CUNA Mutual Group 2008 - 2010
Fiskars June 2005 - June 2008
Newell Rubbermaid August 2001 - August 2003
Kraft Foods 1998 - 2001
Skills
Human Resources, Employee Relations, Recruiting, Succession Planning, CRM, Talent Management, Strategic Planning, Personnel Management, Leadership, Training, Change Management, Onboarding, Project Management, Management, Performance Management, Talent Acquisition, Team Building, Public Speaking
Education
Denison University 1995 — 1999
BA
CUNA Mutual Group October 2011 - Present
DHE Services, Inc. October 2010 - October 2011
American Family Insurance April 2009 - October 2010
American Family Insurance June 2006 - April 2009
Edgewood College 2001 - 2006
WEA Trust 1995 - 2005
New Horizons Computer Learning Center of Madison 1994 - 1995
Skills
Business Analysis, Change Management, Project Management, Management, Analysis, CRM, Insurance, Customer Service, Training, Project Planning, Business Process, Leadership, Public Speaking, Marketing, Integrated Marketing, Process Improvement, SDLC
Education
Edgewood College 2001 — 2006
MBA, Business
University of Rochester 1984 — 1988
BA, Political Science
CUNA Mutual Group December 2013 - Present
CUNA Mutual Group August 2012 - December 2013
Accuray March 2011 - August 2012
TomoTherapy March 2010 - March 2011
Merck January 2009 - March 2010
Merck February 2007 - December 2008
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, US GAAP, Financial Reporting, Quality Auditing, Internal Audit, Sarbanes-Oxley, Accounting, Pharmaceutical Industry, Sop, IFRS, GMP, Forecasting, GAAP, Financial Audits, Consolidation, Financial Analysis, General Ledger, Hyperion Enterprise, Revenue Recognition, Essbase, Accruals, Account Reconciliation, Journal Entries, Cash Flow, SAP, Financial Accounting, Accounts Payable, Accounts Receivable, JD Edwards, Fixed Assets, ERP, CPA, Microsoft Excel, Invoicing, Cash Flow Forecasting, Business Analysis, Statutory Accounting, Finance, Variance Analysis
Education
Drexel University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Accounting
eClinicalWorks August 2008 - Present
CUNA Mutual Group September 2007 - May 2008
Education
University of Massachusetts Dartmouth 2005 — 2007
Master of Business Administration (M.B.A.), Finance, General
Doctor Babasaheb Ambedkar Technological University
Bachelor's degree, Electrical Engineering
Citigroup January 2011 - May 2014
CUNA Mutual Group June 2008 - March 2009
HSBC Insurance - North America January 1971 - September 2007
Household Insurance Group June 1999 - March 2003
Beneficial Insurance Group December 1986 - May 1999
Skills
Expert Witness, Insurance, Financial Risk, Credit Cards, Risk Management, Executive Management, Credit, Banking, Financial Services, Mortgage Lending, Management, Portfolio Management, Loans, Analysis, Relationship Management
Education
County College of Morris 1979 — 1983
Associate in Arts -, Business Administration
Rockhurst University
Paralegal Studies
Daugherty Business Solutions 2011 - Present
Walgreens 2012 - Present
Abbott October 2011 - 2012
City of Chicago April 2010 - September 2011
Keane October 1998 - September 2011
Abbott Laboratories 2009 - 2010
Illinois Student Assistance Commission 1998 - 2009
CUNA Mutual Group 1997 - 1998
RS Software 1995 - 1997
Skills
Pharmaceutical Industry, Drug Development, Public Sector, Project Management, Agile Project Management, Program Management, PMP, ITIL, Scrum, State and Local..., Student Loans, Business Analysis, SharePoint, Integration, Solution Architecture, Vendor Management, IT Service Management, Requirements Gathering, CRM
Education
DePaul University
MS, Computer Science
Indian Institute of Technology, Kharagpur 1990 — 1995
BS, MS, Geology
Kendriya Vidyalaya
High School
Apollo Education Group May 2012 - Present
Durrant Group July 2008 - July 2012
CUNA Mutual Group April 2002 - July 2008
Honkamp, Krueger & Co. November 1997 - April 2002
Lennox Industries, Inc. November 1986 - November 1997
Skills
ITIL, PMP, Vendor Management, IT Governance, Strategic Planning, Integration, Business Analysis, Professional Services, IT Service Management, IT Strategy, Service Management, Telecommunications, IT Management, Budgeting, IT Operations, Vendor Relations, Architecture, Program Management, Planning, PMO, Disaster Recovery, Customer Relations, Requirements Analysis, Project Portfolio..., Data Center, Service Delivery, SDLC, Management Consulting, Team Building, Process Improvement, Change Management, PMI, ERP, Enterprise Architecture, Process Engineering, PMBOK, Business Continuity, Outsourcing, Certified Project..., Governance, Security, Business Process..., Incident Management, Business Process, Solution Design, Deployment, Mentoring, Management, Infrastructure, Windows Server
Education
Drake University - MBA 1987 — 1991
MBA, Business
Iowa State University - College of Business 1979 — 1983
BBA, Accounting
CUNA Mutual Group September 2007 - May 2008
Prime Therapeutics June 2005 - June 2006
RedBrick Health 2005 - 2006
Definity Health April 2001 - April 2003
Advanced Technologies Group February 1996 - December 1999
Skills
Insurance, Program Management, Team Building, Cross-functional Team..., Strategic Planning, Project Management, Healthcare, SDLC, Process Improvement, Business Analysis, Change Management, Healthcare Information..., Data Analysis, Business Process..., Agile Methodologies
Education
Drake University 1990 — 1994
BSBA, Insurance, Management, Psychology
CUNA Mutual Group February 2010 - Present
CUNA Mutual Group 2007 - 2010
CUNA Mutual Group January 2001 - 2007
Skills
Private Equity, Corporate Credit, Political and Economic..., Asset Allocation, Economics, Alternative Investments, Mezzanine, Co-investment, Mutual Funds, Fixed Income, Investment Management, Public and Private..., Strategy, Analysis, Investments
Education
Cornell University 1993 — 2000
M.A., History
Princeton University 1990 — 1993
A.B., History, Magna cum laude
Madison West 1986 — 1989
CUNA Mutual Group 2010 - Present
Kraft Foods September 1997 - October 2009
U.S. Navy Reserve 1984 - 2008
Electronic Data Systems 1988 - 1997
Education
Edgewood College 2000 — 2005
MBA
University of Rochester
BA
Asurion October 2014 - Present
CUNA Mutual Group April 2000 - October 2014
Skills
Performance Management, Contract Negotiation, Employee Relations, Strategic Planning, Leadership, Change Management, Recruiting, Process Improvement, Team Building, Employee Benefits, Onboarding, Labor Relations, Coaching, Talent Management, Human Resources, Organizational..., Insurance, Employee Engagement
Education
University of Wisconsin-Whitewater 1995 — 2000
Boylan
Boylan
Cornell University
Certificate, Labor Relations
American Family Insurance 2010 - Present
Safe Bridge Solutions August 2009 - Present
TDS Telecom June 2007 - August 2009
Safe Bridge Solutions August 2005 - June 2006
CUNA Mutual Group February 2002 - June 2005
Cyborg Systems August 1998 - September 2001
Cyborg Systems 1998 - 2001
Skills
Requirements Analysis, SDLC, Process Improvement, Business Analysis, Requirements Gathering, Business Process..., Test Approach Planning, Project Scope..., Project Estimation, Testing, Software Development, Databases, Quality Assurance, Business Process, Vendor Management, Business Requirements, Integration
Education
DeVry University-Illinois 1992 — 1994
Bacelor's of Science, Computer Information Systems
Wausau Financial Systems January 2010 - Present
The Titus Group October 2005 - December 2009
CUNA Mutual Group 2006 - 2007
Wausau Insurance 1995 - 2005
Wausau Insurance 1991 - 1995
M&I Bank September 1989 - November 1991
First Financial Bank September 1986 - September 1989
Wausau Insurance May 1972 - September 1986
Skills
Internal Audit, Sarbanes-Oxley Act, Financial Risk, Enterprise Risk..., IT Audit, Risk Assessment, Accounting, Management Consulting, Financial Analysis, Management, Insurance, Risk Management, Financial Modeling, Change Management, Financial Reporting, Program Management, Auditing, Mergers & Acquisitions, Business Process..., Process Improvement, Forecasting, Compliance, Risk, Cost Accounting, Business Planning, Internal Controls, CPA, Sarbanes-Oxley, Strategic Financial..., Managerial Finance
Education
Drake University 1966 — 1970
BSBA, Accounting
Transamerica Retirement Solutions December 2012 - Present
Wells Fargo January 2006 - November 2012
CUNA July 2001 - August 2006
CUNA Mutual Group January 2001 - January 2006
Fidelity Investments February 2000 - August 2001
Fidelity Investments January 2000 - January 2001
CORE PARTNERS CLIENT SERVICES January 1993 - January 2000
BISYS Fund Services 1993 - 2000
Valley Forge Financial Group January 1990 - January 1993
Skills
Pensions, Mergers, Business Planning, Human Resources, Defined Benefit, 401k, Employee Benefits, Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Leadership, Banking, Mergers & Acquisitions, Management
Education
Shippensburg University of Pennsylvania 2009 — 2013
MBA, Human Resources
Thomas Edison State College 2005 — 2008
BSBA, Human Resources Management
Delaware Valley College 1978 — 1979
B.S, Ornamental Horticulture
CUNA Mutual Group April 2012 - Present
CUNA Mutual Group May 2006 - April 2012
Skills
Salesforce.com, Account Management, Sales Operations, Process Improvement, Sales, Sales Management, Coaching, Leadership, Credit Unions, Call Centers, Team Building, Employee Benefits, Sales Process, Customer Retention, Selling, Insurance
Education
Eastern Washington University 1993 — 1995
Bachelor's degree in Social Work
Western Washington University 1987 — 1990
Criminal Justice / Social Work
CUNA Mutual Group February 2015 - Present
CUNA Mutual Group August 2013 - Present
CUNA Mutual Group May 2012 - August 2013
Beacon Hill Staffing Group January 2012 - May 2012
WEA Trust June 2011 - January 2012
Beacon Midwest February 2010 - June 2010
Genesis 10 August 2009 - January 2010
Beacon Midwest October 2008 - July 2009
EagleWing Consulting April 2001 - October 2008
Sybase Inc. February 2000 - April 2001
Skills
Project Portfolio..., Software Project..., Program Management, Business Process..., Software Quality..., Software Development..., Government Procurement, Proposal Writing, Relational Databases, Federal Government, Information Engineering, Moodle, Case Tools, Teaching/mentoring, Instantis..., Certified Project..., Certifed ScrumMaster..., Project Management..., Project Quality..., Project Manager..., Certified Project..., Account Management, Client Liaison, Professional Services, Project Management, PMO, Leadership, MS Project, Analysis, Data Warehousing, PMP, SDLC, Business Requirements, Management, Business Intelligence, Training, Risk Management, Microsoft Project
Education
Excelsior College 1983 — 1986
BS, Liberal Arts / Humanities
Webster University 1988 — 1990
MS, Management
Trinity College of the Bible and Trinity Theological Seminary 2004 — 2010
MA, Christian Theology
Luther Rice University 2013 — 2016
Masters of Divinity, Christian Theology, 4.0
Defense Language Institute 1976 — 1977
Russian
Defense Language Institute 1972 — 1972
North Vietnamese
Koss Insurance and Financial Services September 2006 - Present
CUNA Mutual Group October 1977 - April 2006
Skills
Insurance, Commercial Insurance, Financial Services, Workplace Health, Life Insurance, Property & Casualty..., Fixed Annuities, Customer Service, General Insurance, Loans, Leadership, Employee Benefits, Risk Management, Employee Relations, Credit Unions, Retirement Planning, Human Resources, New Business Development, Claim, Health Insurance, Underwriting, Process Improvement, Public Speaking, Strategic Planning, Customer Retention, Workers Compensation, Professional Liability, Selling
Education
Edgewood College 1988 — 1992
MBA, Business
University of Wisconsin-Madison 1975 — 1980
BBA, Risk Management and Insurance
CUNA Mutual October 1996 - January 2014
CUNA Mutual Group October 1996 - December 2013
American Security Group October 1991 - March 1996
Georgia Federal Bank 1984 - 1991
Skills
Underwriting, Insurance, Property & Casualty..., Employee Benefits, Fixed Annuities, Relationship Management, General Insurance, Life Insurance, Credit Unions, Call Centers, Claim, Health Insurance, Banking, Process Improvement, Retirement Planning, Disability Insurance, Financial Services, Risk Management, Mortgage Lending, Team Building, Customer Retention, Series 63, Credit, Financial Risk, Sales, Account Management, Professional Liability, Retirement, Commercial Lines, Consumer Lending, Legal Liability, Strategic Financial..., Mutual Funds, Loans, Investments, Wealth Management, Financial Advisory, Series 7, Financial Analysis, Retail Banking, Reinsurance, Finance, Financial Institutions, Executive Management, Credit Cards
Education
Dekalb Community College 1966 — 1998
Educational Leadership and Administration, General
CUNA Mutual Group September 2001 - Present
Skills
Risk Management, Property & Casualty..., Claim
Education
Concordia University-Wisconsin 1999 — 2000
Bachelors of Arts, Management & Communications
Pharmacy OneSource March 2009 - Present
American Girl December 2004 - November 2008
American Girl December 2002 - November 2004
American Girl December 1998 - November 2002
CUNA Mutual Group July 1996 - November 1998
CUNA Mutual Group September 1995 - June 1996
CUNA Mutual Group July 1989 - August 1995
Skills
Software Documentation, Testing, Training, Integration, Software Quality..., Quality Assurance, Usability Testing, User Experience, Agile Methodologies, Test Planning, Business Process, Test Automation, Mercury QuickTest Pro, Sahi, Analysis
Education
Edgewood College
Business/English
AmTrust North America 2014 - Present
Texas All Risk General Agency, Inc March 2013 - March 2014
CUNA Mutual Group October 2007 - March 2013
H & R Block 2006 - 2008
Skills
Underwriting, Insurance, Risk Management, Information Technology, Analysis, Financial Risk, Reinsurance, Property, Commercial Insurance, Casualty, Liability, General Insurance, Property & Casualty..., Claim, Commercial Lines, Property, Casualty Insurance, Customer Service
Education
DeVry University-Texas 2000 — 2001
Bachelor of Science (BS), Information Technology
Pennsylvania State University 1975 — 1979
Bachelor of Science (BS), Insurance and Real Estate
Technical Memorial High School 1973 — 1975
High School, Graphic and Printing Equipment Operator, General Production
Cathedral Preparatory School 1971 — 1973
CNA Insurance May 2003 - Present
Fireman's Fund Insurance Company 1997 - 2002
Viking Insurance Company of Wisconsin May 1992 - February 1997
Talegen 1992 - 1997
Viking Insurance 1992 - 1997
CUNA Mutual Group March 1980 - May 1992
Skills
Claim, Underwriting, Property & Casualty..., Casualty, Professional Liability, Liability, Reinsurance, Commercial Insurance, Legal Liability, Claims Management, Insurance, Litigation Management
Education
American Institute 1983 — 1988
CPCU, Insurance
University of Michigan Law School 1975 — 1978
JD, Law
Eastern Michigan University 1972 — 1974
BBA, Management
Cognosante January 2013 - Present
State of Wisconsin Department Of Health Services January 1999 - January 2013
CUNA Mutual Group June 1987 - December 1998
U.S. Bank January 1982 - May 1987
Skills
Public Speaking, Business Strategy, Voting Member -...
Education
Concordia University-Wisconsin 1994 — 1997
Bachelor of Business Administration (BBA), Business/Corporate Communications, B
CUNA Mutual Group August 2006 - Present
Medco 1988 - August 2006
Education
Dallas Baptist University 2001 — 2005
BA, Phychology / Business Management
CUNA Mutual Group August 2012 - Present
Valley Savings Bank September 1991 - May 1996
Skills
Outlook, Telephone Skills, Insurance, Commercial Insurance, PowerPoint, Microsoft Word, SharePoint, Spreadsheets, Office Management, Term Life Insurance, Customer Service, Data Entry, Database Administration, Microsoft Office, Administrative..., Lotus Notes, Microsoft Excel, Process Improvement, Life Insurance, Office Administration, Visio, Software Documentation, Access
Education
University of Phoenix 2009 — 2011
Bachelor's degree, Business Administration and Management, General, 3.56
Des Moines Area Community College 1986 — 1988
AAS, Legal Secretary
MCA Funds November 2013 - Present
CUNA Mutual Group 2007 - Present
Citigroup Investments 1986 - 2005
Travelers Life & Annuity 1986 - 2005
Travelers Insurance/ Citigroup 1986 - 2005
Travelers Insurance 1986 - 2005
Citigroup 1986 - 2005
Skills
Strategic Financial..., Portfolio Management, Derivatives, Financial Modeling, Investments, Fixed Income, Asset Managment, Banking, Financial Analysis, Bonds, Mergers & Acquisitions, Risk Management, Asset Allocation, Corporate Finance, Alternative Investments, Financial Risk, Financial Markets, Hedge Funds, Financial Advisory, Financial Structuring, Private Placements, Restructuring, Valuation, Credit Analysis, Due Diligence, Credit, Finance, Securities, Capital Markets, Emerging Markets, Insurance, Investment Advisory, Management, Investment Management, Wealth Management, Loans, Private Equity, Venture Capital, Asset Management, Trading, Equities, Investment Banking, Investment Strategies, Financial Services, Series 7, Mutual Funds, Bloomberg, Investor Relations, Structured Finance, Project Finance
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance, Statistics
DePauw University 1980 — 1984
BA, Mathematics, Religion
Navitus Health Solutions February 2012 - Present
Navitus Health Solutions November 2009 - February 2012
CUNA Mutual Group February 1998 - July 2009
Skills
Pharmacy Benefit..., Project Management, Management, Visio, Business Analysis, Change Management, Data Analysis, Leadership, Pharmaceutical Industry, Sales, Team Building, Training
Education
Concordia University-Wisconsin 1998 — 2001
Bachelor's, Management & Communication
CUNA Mutual Group June 2014 - Present
CUNA Mutual Group March 2014 - June 2014
CUNA Mutual Group October 2012 - March 2014
CUNA Mutual Group September 2010 - October 2012
CUNA Mutual Group June 2010 - September 2010
University of Wisconsin - Whitewater September 2008 - August 2010
Badger Basement Systems June 2004 - June 2010
UW-Whitewater August 2008 - June 2009
Skills
Talent Management, HR Consulting, Leadership, Project Management, Organizational Learning, Organizational..., Personal Development, Performance Management, Customer Service, Career Development, Onboarding, Training, E-Learning, Team Building, Employee Training, Sales, Team Leadership, Change Management, Management, Time Management
Education
Edgewood College 2013 — 2014
Master of Science (M.S.), Organization Development, 4.0
University of Wisconsin-Whitewater
Bachelor, Business Administration; Human Resource Management, Graduated Summa Cum Laude
The Leavitt Group January 2015 - Present
Proview Benefits Administration March 2013 - Present
Combined Insurance 2012 - 2013
Blue Shield of California April 2010 - April 2012
UnitedHealth Group September 2007 - January 2010
SecureHorizons A UnithedHealth Group Company September 2007 - January 2010
Principal Financial Group 2005 - 2007
Claims and Benefit Management April 2004 - May 2005
CUNA Mutual Group August 1999 - August 2003
CHEC January 1995 - January 1998
Skills
Insurance, Employee Benefits, Health Insurance, Team Building, Customer Service, Account Management, Strategic Planning, Marketing, Sales Management, Medicare, Marketing Strategy, Budgets, Sales, CRM, Management, Training, Recruiting, Selling, Sales Operations, Coaching, Sales Process, Health Savings Accounts, Customer Retention, Healthcare, Disability Insurance, Leadership, Managed Care, Brokers, Claim, Life Insurance, Underwriting, Benefits Administration, Term Life Insurance, Long-term Care, Health Care Reform, HMO, COBRA, Medicare Part D, Provider Relations, Workers Compensation, PPO, Dentistry, Medicaid, HIPAA, Property & Casualty..., Commercial Insurance, Process Improvement, Fixed Annuities, New Business Development, Human Resources
Education
Dallas Baptist University 1994 — 1995
BA, Business and Management
Dane County Humane Society 2014 - Present
Dane County Humane Society October 2013 - Present
Nordic 2012 - 2014
CUNA Mutual Group 2010 - 2011
Epic 2008 - 2010
Epic 2008 - 2010
Epic 2004 - 2010
University of Wisconsin-Madison Medical School 2002 - 2004
University of Wisconsin-Madison Veterinary Medical Teaching Hospital 2000 - 2004
Skills
Healthcare Information..., EMR, Software Implementation, EHR, Epic Systems, Marketing, Strategy, Process Improvement, Recruiting, Healthcare, Hospitals, Management, Budgets, Visio, B2B Marketing Strategy, Long-term Customer..., Brand Management, Talent Management, Human Resources, Software Documentation, Business Analysis, Leadership, Program Management, Project Management, Data Analysis, Consulting
Education
Cornell University - Johnson Graduate School of Management 2013 — 2013
Certificate
Northwestern University - Kellogg School of Management 2013 — 2013
Executive Education Program
University of Wisconsin-Madison 1998 — 2002
BS
CUNA Mutual Group March 2015 - Present
CUNA Mutual Group April 2012 - March 2015
CUNA Mutual Group August 2011 - April 2012
Epic July 2006 - July 2011
Skills
Software Implementation, Epic Systems, Healthcare Information..., Visio, Leadership, Software Documentation, Instructional Design, EMR, Process Improvement, Training, EHR, Software Project..., SharePoint, Captivate, Hands-on Training, HIPAA, Workday, Technical Writing, Instructor-led Training, Training Delivery, Business Analysis, Healthcare, Data Analysis, SaaS, Employee Benefits, Learning Management..., Oracle, Taleo, Information Systems, HRIS
Education
Eastern Washington University 2004 — 2005
Bachelor of Arts, Spanish and Sociology
Western Washington University 2001 — 2002
Gonzaga University 1999 — 2001
CUNA Brokerage Services, Inc July 2013 - Present
CUNA Mutual Group August 2010 - July 2013
CUNA Mutual Group May 2006 - August 2010
CUNA Mutual Group August 2004 - May 2006
Skills
Fixed Annuities, Insurance, Series 7, Life Insurance, Long-term Care, Wealth Management, Series 63, Retirement, Mutual Funds, 401k, Investments, Retail Banking, Banking, Disability Insurance, Term Life Insurance, General Insurance, Health Insurance, Financial Advisory, Retirement Planning, Risk Management, Employee Benefits, Financial Services, Bonds, Estate Planning, Investment Advisory, Portfolio Management, Strategic Financial..., Underwriting, Asset Allocation, Investment Strategies, Securities, Alternative Investments, Asset Management, Financial Risk, Financial Planning
Education
Cornell College 1984 — 1988
BA, Business Finance
Athene Annuity & Life Assurance Company June 2013 - Present
Independent Consultant April 2012 - June 2013
MetLife March 2011 - April 2012
CUNA Mutual Group August 2009 - June 2010
Beacon Technologies October 2006 - August 2009
Hospira March 2006 - October 2006
Miller Brewing Company March 2004 - February 2006
Covansys January 2001 - January 2004
Osprey Consulting September 1999 - December 2000
WestPoint Stevens September 1997 - September 1999
Skills
Process Improvement, Change Management, Project Management, SDLC, Organizational Design, Business Requirements, Organizational Change..., Organizational Change, SharePoint, Software Project..., Project Planning, Business Analysis, Six Sigma, Process Management, MS Project, Agile, CRM, Leading Organizational..., Process Engineering, Process Modeling, Operational Excellence, Agile Methodologies, Analysis, Business Intelligence
Education
Duke University 2013 — 2013
Certification, Project Management
Tulane University - A.B. Freeman School of Business 2004 — 2004
MBA Certificate
Erskine College 1988 — 1992
Bachelor of Science (BS), Biology and Liberal Arts
Sajan October 2013 - Present
Concordia University Wisconsin May 2012 - January 2014
University of Wisconsin-Madison March 2012 - October 2013
CUNA Mutual Group August 2008 - February 2012
CUNA Mutual Group September 2006 - August 2008
CUNA Mutual Group May 2005 - September 2006
Concordia University Wisconsin October 2002 - May 2004
Skills
.NET, Microsoft SQL Server, C#, Web Services, ASP.NET, Visual Studio, ASP.NET MVC, Web Development, Software Development, VB.NET, Software Design, SDLC, SQL, T-SQL, Architecture, JavaScript, Requirements Analysis, SSIS, WCF, Process Improvement, Database Design, C++, Architectures, Databases, Agile Methodologies
Education
Concordia University-Wisconsin 2007 — 2010
Master of Science, Information Technology
Concordia University-Wisconsin 2001 — 2005
Bachelor of Science, Computer Science
Coastal Federal Credit Union September 2007 - Present
CUNA Mutual Group May 2004 - July 2007
SECU March 2002 - May 2004
BB&T June 2001 - February 2002
RBC Centura December 2000 - June 2001
Skills
Credit, Customer Service, Banking, Loans, Risk Management, Mortgage Lending, Underwriting, Commercial Lending, Call Centers, Consumer Lending, Credit Analysis
Education
East Carolina University 1995 — 2000
Exercise Physiology
Retired June 2015 - Present
CUNA Mutual Group November 2011 - June 2015
Transamerica (AEGON) September 2008 - September 2011
Security Benefit June 1995 - June 2008
Actuarial Resources Corporation May 1989 - May 1995
BMA April 1987 - May 1989
Security Life of Denver January 1986 - April 1987
Mutual of Omaha June 1975 - December 1985
Skills
Actuarial Science, ALM, Financial Reporting, Valuation, Fixed Annuities, Variable Annuities, Financial Modeling, Insurance, Solvency II, Economic Capital, Reinsurance, Life Insurance
Education
University of Nebraska-Lincoln 1973 — 1975
MS Actuarial Science, Actuarial Science
Creighton University 1969 — 1973
BS Mth, Math, Economics
CUNA Mutual Group
Skills
Process Improvement, Insurance, Risk Management
Education
American Institute of Paralegal Studies, Inc.
Paralegal Certificate, Law, A-
Concordia University-Wisconsin
Bachelor of Arts (B.A.), Management and Communications, 3.995
Georgia Credit Union Affiliates July 2007 - Present
CUNA Mutual Group July 1998 - September 2006
Skills
Data Entry, Investments, Event Planning, Customer Service, Marketing, Microsoft Excel, Sales, Microsoft Office, Accounting, PowerPoint, Banking, Coaching, Management, Microsoft Word, Leadership
Education
Academy of Travel Arts
Tourism and Travel Services Management
Dekalb Community College
Business
Boeing July 2014 - Present
Boeing January 2013 - July 2014
Boeing June 2012 - August 2012
State Senator Van Wanggaard September 2011 - December 2011
CUNA Mutual Group June 2011 - December 2011
State Senator Van Wanggaard February 2011 - April 2011
Ron Johnson for Senate June 2010 - August 2010
Skills
Strategy, Process Improvement, Customer Service, Public Speaking, Strategic Planning, Data Analysis, Financial Analysis, Leadership
Education
DePaul University College of Law 2014 — 2016
Juris Doctor (J.D.)
Seattle University School of Law 2013 — 2014
Doctor of Law (J.D.)
University of Wisconsin-Madison - School of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
University of Wisconsin-Madison 2009 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
CUNA Mutual Group March 2008 - Present
CUNA Mutual Group February 2004 - February 2008
Thrivent Financial 2002 - 2007
Skills
General Insurance, Process Improvement, Mutual Funds, Variable Annuities, Project Management, Customer Service
Education
Northern Michigan University 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Concordia University-Wisconsin
CUNA Mutual Group October 2007 - Present
Education
DeVry University-Texas 2000 — 2001
Bachelor of Science, Information Technology
Pennsylvania State University-University Park 1975 — 1979
Bachelor of Science, Insurance and Real Estate
CUNA Mutual Group September 2010 - Present
PercipEnz Technologies May 2007 - September 2010
MTM International June 2005 - April 2007
The Auto Club Group August 2004 - June 2005
The Auto Club Group August 1998 - August 2004
The Auto Club Group May 1996 - August 1998
American Cancer Society August 1995 - January 1996
Yellow Medicine East Schools August 1993 - July 1995
Skills
Program Management, Process Improvement, SDLC, Cross-functional Team..., Project Management, Change Management, Business Process, CRM, Software Documentation, Project Planning, Management, Leadership, Training, Strategy, Budgets, ERP, Testing, Recruiting, Marketing Communications, Databases
Education
UW-Platteville 2008 — 2011
Master of Science (MS), Project Management
University of South Dakota 1991 — 1992
Teaching Certificate
Dana College 1987 — 1991
Bachelor of Arts (B.A.), English and History
Dana College
Bachelor of Arts (BA), English and History
Audi-K's 2008 - 2012
CUNA Mutual Group 2003 - 2007
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Management, Self-motivated..., Dependable Team Player, Entrepreneurship
Education
Cornerstone University
Bachelor of Business Administration (BBA), Emphasis: Management
Creative Solutions Unlimited, Inc. August 2013 - April 2014
Creative Solutions Unlimited, Inc. May 2005 - July 2013
CUNA Mutual Group 1997 - 2002
Solvay Animal Health 1996 - 1997
Software Solutions, Inc. 1992 - 1996
Honeywell Information Systems 1985 - 1992
Skills
Agile Methodologies, Software Quality..., Test Automation, Test Planning, Selenium, Test Cases, Scrum, JIRA, Software Documentation, Regression Testing, Integration, Management
Education
DeVry University Phoenix 1983 — 1987
Bachelor's degree, Computer and Information Systems Security/Information Assurance
CUNA Mutual Group December 2012 - Present
Credit Union of Texas March 2011 - December 2012
Credit Union of Texas April 2010 - March 2011
Credit Union of Texas January 2007 - April 2010
Skills
Insurance, Risk Management, Process Improvement, Underwriting, Financial Analysis, Employee Benefits, Financial Reporting, General Insurance, Accounting, Life Insurance, Sarbanes-Oxley Act, Auditing, Financial Risk
Education
Dallas County Community College 2013 — 2015
Tarrant County College 2010 — 2012
CUNA Mutual Group May 2004 - Present
CUNA Mutual Group May 2004 - Present
USA Federal Credit Union March 1988 - April 2004
Education
Eastern Washington University 1981 — 1985
Bachelor's degree, Journalism
The HCI Group March 2015 - Present
CUNA Mutual Group June 2014 - December 2014
Epic June 2010 - October 2013
American Campus Communities August 2009 - June 2010
M-Den May 2005 - August 2009
Skills
Project Management, Epic Systems, Microsoft Office, Team Leadership, Team Management, EMR, EHR, Customer Service, Organization, Problem Solving, Creative Writing, Creative Problem Solving, Training, Data Analysis, SharePoint
Education
Eastern Michigan University 2007 — 2012
Master of Arts (MA), Creative Writing
Eastern Michigan University 2003 — 2007
Bachelor of Science (BS), Creative Writing; Computer Science and Math Minors
Cambridge Investment Research, Inc. September 2013 - Present
Cullinan Chiropractic February 2012 - September 2013
Animal Clinic SouthSide August 2005 - February 2012
Wm Penn University February 2003 - July 2010
Indian Hills Community College September 1997 - August 2005
CUNA Mutual Group June 1990 - August 1996
First Interstate Bank August 1985 - August 1989
Skills
Microsoft SQL Server, SQL, C#, jQuery, JavaScript, CSS, Cobol, Assembly Language, CICS, Web Design, Visual Basic, COBOL, WordPress, Access, Databases, HTML, SEO, HTML5, Web Applications, Microsoft Office
Education
Drake University 2001 — 2003
Master's degree, Education, 3.9
Indian Hills Community College 1988 — 1990
Associate of Applied Science, Computer Programming, 3.85
Northeast Missouri State University 1979 — 1981
Bachelor's degree, Education, 3.25
Ottumwa Heights Community College 1975 — 1977
Associate of Arts (AA), General Studies