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
Rico Industries November 2014 - Present
Rico Industries February 2009 - November 2014
McArthur Towel and Sports 2002 - February 2009
CUNA Mutual Group 1997 - 2002
Lands' End 1998 - 2001
The Bruce Company of WI, Inc. 1993 - 1998
Skills
New Business Development, Sales, Sales Management, Key Account Management, Forecasting, Pricing, Customer Service, Department Budgeting, Marketing Strategy, Competitive Analysis, Trade Shows, Product Development, Marketing, Product Marketing, P&L Management, Sales Operations, Merchandising, Retail, Account Management, Strategic Partnerships, Brand Management, Selling, Inventory Management, Consumer Products, Market Planning, Brand Development, Sporting Goods, B2B, Wholesale, Direct Sales, Key Account Development, Sales Presentations, Sales Process, P&L, Sports Marketing
Education
Edgewood College 1999 — 2002
Bachelor of Science (B.S.), Finance and Economics
Madison Area Technical College 1995 — 1997
Business Administration and Management, General
Middleton High School 1991 — 1995
LabCorp December 2014 - Present
Center for Disease Detection October 2012 - December 2014
CUNA Mutual Group July 2012 - September 2012
CUNA Mutual Group August 2011 - July 2012
Captel Incorporated July 2008 - July 2011
Edgewood College August 2006 - May 2008
Skills
Microsoft Office, Customer Service, Troubleshooting, Windows, Time Management, Phone Skills, Highly detail oriented, Goal Oriented, Learn New Software..., Filing, Mass Mailing, Typing, Microscopy, High Level Of..., Organization &..., Flyers, Cytology, Time & Attendance, Laboratory Medicine, Laboratory Safety, Medical Technology
Education
Edgewood College 2006 — 2011
Bachelor of Science (B.S.), Cytotechnology and Biology
Wisconsin State Lab of Hygiene School of Cytotechnology 2009 — 2010
No Degree, Cytotechnology
LPL Financial Advisor September 2014 - Present
CUNA Mutual Group September 2013 - September 2014
CUNA Mutual Group October 2010 - September 2013
Associated Bank 2007 - 2010
US Bank 2001 - 2006
USBank March 2000 - May 2005
Skills
Series 7, Wealth Management, Retirement Planning, Insurance, Annuities, Retirement, Financial Services, Fixed Annuities, Strategic Financial..., Financial Advisory, Life Insurance, Asset Allocation, Long-term Care, Program Management, Underwriting, Mutual Funds, Loans, Series 63, Budgets, Training, Investments, IRAs, 401k, Finance
Education
Upper Iowa University 2001 — 2003
Business
Edgewood College 1999 — 2001
marketing, Business Marketing
Oregon High School 1991 — 1995
Self-Employed May 2015 - Present
Angels On Wheels Animal Rescue January 2010 - Present
CTG Advanced Materials through Accoutemps/Robert Half March 2015 - May 2015
Portillos Food Service November 2014 - February 2015
Central Bark Doggy Day Care July 2008 - August 2014
MetLife March 2007 - July 2008
CUNA Mutual Group November 2004 - March 2007
Sprint October 1999 - October 2004
Oak Trust Credit Union February 1999 - October 1999
CUNA Mutual Group 1988 - 1990
Skills
Customer Service, Management, Small Business, Social Media, Training, Sales, Pets, Recruiting, Marketing, Strategic Planning, Dogs, Human Resources, Call Centers, Dog Training, Customer Satisfaction, New Business Development, Leadership, Budgets, Strategy, Animal Welfare, Time Management, Retail, Social Networking, Contract Negotiation, Access, PowerPoint, Marketing Strategy, Business Planning, Team Leadership, Public Speaking, Event Planning, Account Management, Microsoft Excel, Social Media Marketing, Team Building, Outlook, Process Scheduler, Process Improvement, Microsoft Office, Nonprofits, Coaching, Microsoft Word, Inventory Management, Teamwork, Leadership Development, Facebook
Education
Edgewood College 1994 — 1996
Business/Commerce, General
Waukesha County Technical College 1982 — 1984
Associates, Administrative / Business
CUNA Mutual Group November 2014 - Present
Montessori Ivy League Academy July 2013 - August 2014
New Way Day Services February 2013 - July 2013
The Rusty Pelican April 2012 - December 2012
Calvin Klein August 2010 - January 2011
Bell Shoals Church September 2006 - August 2009
Skills
Customer Service, Social Networking, Time Management, Cashiering, PowerPoint, Microsoft Word, Event Planning, Facebook, Sales, Microsoft Office, Leadership, Retail, Human Resources, Spanish, Microsoft Excel, Visual Merchandising, Public Speaking, Social Media, Advertising, Marketing, Insurance, Salesforce.com
Education
Florida International University 2009 — 2014
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Edgewood College August 2012 - Present
CUNA Mutual Group March 2015 - Present
Skills
Facebook, Event Planning, Teamwork, Customer Service, Public Speaking, Positivity, Adaptability, Learning Quickly, Twitter, Social Media, Mentoring, Social Media Marketing, Marketing Communications, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, HTML, Communication, Creative Problem Solving, Cross Cultural..., Dependable Team Player, Organization, Timely Decision Making
Education
Edgewood College 2012 — 2016
Business, Marketing, 3.60
James Madison Memorial High School 2008 — 2012
CUNA Mutual Group June 2010 - Present
Board of Directors, The Road Home Dane County 2014 - 2015
Agrace (HospiceCare Inc) 2009 - June 2010
CUNA Mutual Group November 1998 - May 2007
Skills
Training, Program Management, Budgets, Project Planning, Sales, Marketing, Time Management, Management, Team Building, Human Resources, Negotiation, Organizational..., Project Management, Employee Training, Employee Relations, Analysis, Vendor Management, Process Improvement, Claim, Health Insurance
Education
Univeristy of Wisconsin, Madison 2011 — 2014
Advanced Management & Leadership Certificate
Edgewood College
BS, Business (management concentration), Psychology Minor
LaFollette High School
CUNA Mutual Group March 2013 - Present
TDS Telecommunications Corp. October 2009 - March 2013
TDS Telecommunications Corp. August 2008 - October 2009
TDS Telecommunications Corp. January 2007 - August 2008
TDS Telecommunications Corp. September 2002 - January 2007
Certegy/ Equifax June 2000 - September 2002
Wisconsin Physician Services September 1999 - June 2000
Skills
Series 7, Series 65, Series 63, Life & Health Insurance..., Training, Telecommunications, Customer Service, Coaching, Call Centers, Instructional Design, Sales, Employee Training, Team Building, Training Delivery, Networking, Instructor-led Training, Telephone, Selling, Classroom Management, Leadership, Unified Communications, Process Improvement, Account Management, Telephony, Sales Management, New Business Development, Marketing, Customer Satisfaction, Inside Sales, business phone and..., Data Solutions, Telecommunications Sales, Hosted VoIP, Training & Development, Team Motivator, Synchronous, Results Focused, corporate trainer, Training Skills, telecom training, business phone training
Education
Edgewood College 2002 — 2006
Teaching, English
CUNA Mutual Group April 2013 - Present
State of Wisconsin, Department of Public Instruction (DPI) November 2012 - April 2013
QBE the Americas October 2011 - November 2012
WEA Trust March 2009 - August 2011
WPS Health Insurance May 2008 - March 2009
Famous Footwear October 1992 - May 2008
Famous Footwear October 1990 - October 1992
WEA Trust December 1984 - October 1990
Skills
SDLC, Business Process..., Project Management, Management, Insurance, DB2, Business Analysis, Process Improvement, Requirements Analysis, Vendor Management, PMP, Change Management, Project Planning, Software Project..., SharePoint, Data Warehousing, Team Building, SQL, Business Intelligence, Strategic Planning, IT Strategy, Database Design, Resource Management, Requirements Gathering, Systems Analysis, Integration, Business Objects, Agile Methodologies, Team Leadership, Disaster Recovery, Analysis, IT Management, E-commerce, Visual Basic, Leadership, HIPAA, Windows Server, Workshop Facilitation, Information Technology, Agile Project Management, PMO, Software Documentation, Cross-functional Team..., Software Development, Strategy, Project Portfolio..., MS Project, Program Management, Enterprise Software, Business Process
Education
Lakeland College 1991 — 1991
Edgewood College 1989 — 1990
Blackhawk Technical Institute 1982 — 1984
Associate Data Processing - Programming
Epic Systems Corporation March 2003 - Present
CUNA Mutual Group May 2001 - April 2003
Skills
Cache, Visual Basic, Excel, Crystal Reports, Microsoft SQL Server, SQL, SharePoint, Visio, Troubleshooting, ASP, Programming, Healthcare Information..., Software Development, Technical Support, Software Documentation, Business Analysis, Databases, IIS, Project Management
Education
Edgewood College 1999 — 2002
CIS, Information systems
Madison Area Technical College 1997 — 1998
n/a, General Studies/Transfer
CUNA Mutual Group May 2014 - Present
Lussier Community Education Center January 2013 - Present
American Family Insurance July 2013 - May 2014
Domestic Abuse Intervention Services July 2012 - March 2013
Forward Community Investments January 2012 - January 2013
Lussier Community Education Center January 2012 - July 2012
Dean Health System July 2008 - April 2009
Sitel November 2002 - November 2007
Skills
Instructional Design, Organizational..., Leadership Development, Public Speaking, Training & Development, Teaching Experience, Corporate Finance, Public Finance, Nonprofit Leadership, Nonprofit Consulting, Employee Training, Training Delivery, Instructor-led Training, Hands-on Training, Technical Training, Lecturing, Guest Lecturing, Grant Writing, Recruiting, Technical Recruiting, Student Recruiting, Managerial Finance, Project Finance, Creative Writing, Report Writing, Writing, Speech Writing, Executive Coaching, Job Coaching, Presentation Coaching, Board Development, Board of Directors, Board Governance, Non-profit Board..., Advising People, Consulting, HR Consulting, Strategic Consulting, Process Optimization, Organizational..., Organizational..., Organizational Behavior, Organization &..., Local Government, Curriculum Design, Development & delivery..., New Business Development, Human Resource..., Public Relations, Non-profit Leadership
Education
Edgewood College 2011 — 2013
Masters of Science, Masters in Organizational Development
University of Wisconsin-Parkside 1998 — 2002
BS, Psychology
CUNA Mutual Group January 2015 - Present
CUNA Mutual Group November 2014 - January 2015
CUNA Mutual Group August 2013 - November 2014
CUNA Mutual Group March 2011 - August 2013
American Family Insurance May 2010 - August 2010
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Enterprise Risk..., Internal Audit, Insurance, Financial Analysis, Accounting, GAAP, Risk Management, Financial Risk, Strategic Financial..., US GAAP, Financial Accounting
Education
Edgewood College
MS, Accountancy
CUNA Mutual Group January 1997 - Present
WPS Health Insurance January 1985 - December 1996
Education
Edgewood College
Master of Business Administration (MBA), Computer Emphasis
UW-Platteville
Bachelor of Science (B.S.), Computer Science
Office of Commissions of Insurance April 2013 - Present
CUNA Mutual Group September 2012 - February 2013
Johnson Block, LLP October 2010 - October 2011
Baker Tilly Virchow Krause, LLP July 2008 - August 2010
Skills
Accounting, Financial Audits, Auditing, Finance, Internal Controls, Financial Statements, Financial Reporting, Internal Audit
Education
Edgewood College 2004 — 2008
Bachelor of Science (BS), Accounting and Business/Management
CUNA Mutual Group June 2015 - Present
BMO Harris Bank December 2013 - May 2015
Color Me Bronze November 2010 - September 2014
Camp Tamarack June 2013 - August 2013
Edgewood College 2013 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Teamwork, Access, Management
Education
Edgewood College 2012 — 2016
Bachelor's degree, Business Management and Psychology, Senior
DeForest High School 2008 — 2012
UW - Eau Claire July 2012 - Present
UW-Eau Claire February 2003 - June 2012
Jennie-O Turkey Store September 1996 - February 2003
Jennie-O Turkey Store 1996 - 2003
CUNA Mutual Group January 1990 - February 1996
Skills
Project Management, Microsoft Office, Change Management, Business Analysis, Technical Writing, Access, Teaching, Visio, Public Speaking, Customer Service, Higher Education, Leadership, Instructional Design, Distance Learning, Data Analysis, SharePoint
Education
Indiana State University 2005 — 2010
PhD, Technology Mgmt, HRD emphasis
Edgewood College 1991 — 1994
MBA, Information Systems and Management
University of Wisconsin-Eau Claire 1985 — 1989
BBA, Information Systems
Ariens Company July 2014 - Present
KI April 2012 - July 2014
KI January 1999 - April 2012
KI January 1994 - January 1999
CUNA Mutual Group August 1988 - January 1994
Skills
Strategic Planning, Process Improvement, Team Building, Change Management, Project Management, ERP, Project Portfolio..., Leadership, Business Process..., Team Leadership, Budgets, Contract Negotiation, Account Management, Project Planning, IT Strategy, Outsourcing, Management, Strategy, Information Technology, IT Management, Governance, Software Documentation, Business Strategy, Vendor Management, Business Intelligence, Enterprise Software, Sales, Leadership Development, Motivation
Education
Edgewood College 1991 — 1995
MBA, Business Adminstration
University of Wisconsin-Oshkosh 1983 — 1988
BBA, Business Adminstration & MIS
Verticalmove, Inc. November 2013 - Present
LaBine & Associates November 2012 - October 2013
ADVANTIS Global Services February 2011 - October 2012
Interpro February 2007 - January 2011
Peaceful Times Property Management June 2005 - January 2007
National Wholesale Lending Companies December 2002 - June 2005
CBC Companies November 2001 - September 2002
Telcom Credit Union April 2000 - May 2001
CUNA Mutual Group January 1992 - December 1999
Skills
Sales, Marketing, Business Development, Insurance, Training, Management, Strategic Planning, Team Building, Coaching, Account Management, New Business Development, Team Leadership, Recruiting, Professional Mentoring, Technical Recruiting, Program Management, Leadership, Enterprise Software, Strategy, CRM, Cold Calling, Human Resources, Project Management, Sourcing, Networking, Interviews, Business Analysis, Screening, Consulting, Analysis, Temporary Placement, Vendor Management, Internet Recruiting, Applicant Tracking..., Contract Recruitment, Talent Acquisition, Staffing Services, Screening Resumes, Hiring, Staff Augmentation, Benefits Negotiation, Executive Search, Onboarding, Temporary Staffing, College Recruiting, Resume Writing, Job Fairs, Employee Relations, Permanent Placement, IT Recruitment
Education
Ferris State University 1984 — 1986
Bachelor of Science in Business, Marketing Major
Henry Ford Community College 1979 — 1983
Associate, Arts & Sciences
Emmanuel 1966 — 1974
8th Grade Diploma, General Studies
Food for greater Elgin/food bank December 2013 - Present
Elderly Care Giver September 2010 - March 2014
FITE Center for Independent Living Elgin, IL December 2010 - May 2011
Pepsi Beverages Company July 2010 - September 2010
Pepsi Beverages company August 2008 - July 2010
Willow Creek Community Church August 1997 - April 2010
Lia Sophia May 2007 - February 2008
CUNA Mutual Group August 1999 - June 2006
Qualex June 1994 - August 1999
Skills
Client Services, Customer Service, Financial Services, Accounts Receivable, Leadership, Teamwork, Team Leadership, Data Entry, Training, Time Management, Human Resources, Leadership Development, Coaching, Microsoft Office, Outlook, CRM, Microsoft Word, Payroll, Team Building, Microsoft Excel, Event Planning, Public Speaking, Social Media, Sales, Nonprofits, Management, Marketing, Strategic Planning, Social Networking, PowerPoint, Account Management, Invoicing, Networking, Event Management, Budgets, Customer Satisfaction, Employee Relations, Recruiting, Access, Conflict Resolution, Retail, Community Outreach, Project Planning, Telephone Skills, Organizational..., Inventory Management, Fundraising, Volunteer Management, System Administration, Call Centers
Education
Elgin Community College 1983 — 1985
n/a, Human Services
Judson University 1982 — 1983
n/a, General
Larkin High School 1979 — 1982
Diploma
Haberdasher January 2013 - Present
Multi Fab (Pvt.) Limited December 2010 - Present
CUNA Mutual Group March 2013 - 2013
Monona Terrace Community and Convention Center August 2011 - November 2011
Skills
Event Planning, Event Management, Promotions, Social Media Marketing, Customer Service, Social Media, Public Relations, Retail, Supplier Negotiation, Boutique, Interior Design, Sales, Microsoft Word, Email Marketing, Marketing Strategy, Marketing, Advertising, Social Networking, Online Marketing, Marketing Communications, Market Research
Education
Edgewood College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Regent Business School 2007 — 2008
BA, Business and Management
American Family Insurance August 2015 - Present
Hewlett-Packard June 2015 - August 2015
CUNA Mutual Group June 2014 - August 2014
Skills
Microsoft Office, Windows, Team Leadership, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Teamwork, HTML, Time Management, Microsoft Project, Full Life Cycle...
Education
Ferris State University 2011 — 2015
Bachelor of Applied Science (BASc), Computer Information Systems
TermSync, Inc. February 2013 - Present
Freelance Design November 2012 - Present
CUNA Mutual Group September 2011 - February 2013
CUNA Mutual Group May 2011 - September 2011
Kristin Mitchell Design, LLC April 2008 - August 2008
Skills
Graphic Design, Marketing, Branding & Identity, Email Marketing, Pre-press, Brand Development, Marketing Communications, Social Media Marketing, Public Relations, Newsletters, Direct Mail, Corporate Branding, Creative Services, B2B Marketing, Blogging, Digital Marketing, Direct Marketing, Copywriting, Microsoft Office, Advertising, Integrated Marketing, Creative Direction, SEO, Web Analytics, Google Analytics, Marketing Strategy, Marketo, Adobe Creative Suite, Hootsuite, Salesforce.com, Webinar Development, Lead Generation, B2B, Online Marketing, Product Marketing, Corporate Communications, Trade Show Planning, Trade Show Exhibitor, Trade Show Graphics, Survey Administration, Survey Design
Education
Lakeland College 2012 — 2014
Bachelor of Arts (B.A.), Marketing
Madison Area Technical C 2008 — 2012
Associate of Science (A.S.), Marketing
Edgewood College 2007 — 2008
CUNA Mutual Group February 2006 - Present
Skills
Credit Unions, Insurance, Sales, Team Building, Process Improvement, Leadership, Strategic Planning, Customer Service, Underwriting, Management, Risk Management, Marketing, Property & Casualty..., Account Management, Salesforce.com, Life Insurance, Vendor Management, Health Insurance, Retirement Planning, Change Management, General Insurance, Call Centers, Claim, Marketing Strategy, Selling, Sales Process, Employee Benefits, Marketing Communications, Team Leadership, Disability Insurance, Relationship Management, Brokers, Retirement, CRM, Sales Management, Business Analysis, Banking, Direct Marketing, B2B
Education
University of Wisconsin-La Crosse 1983 — 1988
English Language and Literature, German and French
Edgewood College
Credit Insurers Association May 2013 - Present
CUNA Mutual Group January 2008 - Present
CUNA Mutual Group August 2007 - January 2008
TDS 2001 - August 2007
TDS June 2004 - April 2006
TDS October 2002 - June 2004
Chorus Communications May 2000 - October 2001
Total Training Solutions January 1997 - May 2000
Education
Edgewood College 2001 — 2005
MBA, Finance
University of Wisconsin-Madison - School of Business
BBA, Marketing, Management
Promega February 2013 - Present
CUNA Mutual Group December 2012 - February 2013
Aldo Leopold Nature Center April 2011 - December 2012
bendyworks.com October 2012 - November 2012
Weather Central, LP June 2010 - October 2012
Edgewood College August 2009 - June 2010
Skills
User Experience, Web Design, Graphic Design, Illustrator, User Interface Design, Photoshop, Adobe Creative Suite, Facebook, Logo Design, Graphics, HTML, User Interface, Usability Testing, CSS, Flash
Education
Edgewood College 2007 — 2010
BS, Graphic Design, Studio Art
Home November 2013 - Present
CUNA Mutual Group March 2010 - November 2013
CUNA Mutual April 2008 - March 2010
CUNA Mutual Group August 2006 - April 2008
CUNA Mutual Group March 2006 - August 2006
CUNA Mutual Group October 2003 - March 2006
CUNA Mutual Group August 2001 - October 2003
TEKsystems 2000 - 2001
Skills
Insurance, Process Improvement, Property & Casualty..., Business Analysis, Risk Management, Project Management, Change Management, Credit Unions, Strategic Planning, Team Leadership, Claim, Customer Service, General Insurance, Business Process..., Team Building, Cross-functional Team...
Education
Edgewood College 1995 — 1999
Bachelors, Business
Glanbia November 2014 - Present
CUNA Mutual Group July 2004 - April 2014
think3 October 2003 - June 2004
Cadence Design Systems September 1998 - October 2003
Applied Materials June 1996 - August 1998
Skills
Performance Management, Talent Management, Employee Engagement, Leadership Development, Human Resources, Employee Relations, Succession Planning, Change Management, Leadership, Personnel Management, Strategic Planning, Mergers & Acquisitions, Credit Unions, Insurance, HRIS, Management
Education
Edinburgh Napier University 1994 — 1995
PgD, HR Management
The University of Edinburgh 1990 — 1994
MA (Hons), Scandinavian Studies
Linköping University 1992 — 1993
ERASMUS exchange, Human Resources Management and Services
Keller Williams Realty January 2000 - Present
CUNA Mutual Group June 1987 - November 2005
Skills
Relocation, Customer Service, Marketing, Credit, First Time Home Buyers, Real Estate, Condos, Sellers, Foreclosures, Buyer Representation, Mortgage Lending, Short Sales, Investment Properties, Single Family Homes, Investors, Referrals, Luxury, Residential Homes, Selling, Negotiation, Real Property, Real Estate Transactions, REO, Sales
Education
Edgewood College 1998 — 2000
MBA, Business and Marketing
UW-Madison 1981 — 1987
Bachelor of Science (BS), Computer Science
CUNA Mutual Group May 2013 - Present
Northwestern Mutual Financial Network April 2009 - November 2012
Merrill Lynch July 2008 - January 2009
Cadaret Grant January 2007 - June 2008
Cadaret Grant August 2005 - December 2006
Cadaret Grant January 2002 - July 2005
Standard & Poor's Fund Services September 1997 - November 2001
Skills
Wealth Management, Retirement Planning, Financial Analysis, Client Development, Investor Relations, Public Speaking, Strategic Financial..., Asset Allocation, Investments, Mutual Funds, ETFs, Stocks, Bonds, Variable Annuities, Variable Life, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Personal Budgeting, High Net Worth..., Social Security, Medicare, Series 7, Series 66, Series 63, NY State Life and..., GoToMeeting, Salesforce.com, Pareto Platform CRM, Albridge Solutions..., NaviPlan Platform for..., Monte Carlo Simulation, Morningstar Workstation, Microsoft Office, 401k Rollovers, IRAs, Retirement Benefits, Employee Benefits, Executive Compensation..., Retirement Plan..., Financial Planning, Financial Advisory
Education
Excelsior College
Bachelor of Science, Liberal Arts
Northeastern University 1984 — 1987
CUNA Mutual Group April 2012 - Present
CUNA Mutual Group June 2003 - September 2011
CUNA Mutual Group June 2001 - June 2003
TDS Telecommunications Corp. June 1996 - June 2001
State of Wisconsin Department of Regulation & Licensing January 1993 - June 1996
Skills
Strategic Financial..., Series 7, Retirement, Insurance, Fixed Annuities, Long-term Care, 401k, Investments, Securities, Retirement Planning, Financial Advisory, Life Insurance, IRAs, Employee Benefits, Investment Advisory, Pensions, Wealth Management, Mutual Funds, Health Insurance, Retirement Plan..., Financial Services, Defined Benefit, Asset Allocation, Series 24, Series 63, Underwriting, Estate Planning, Executive Benefit...
Education
Edgewood College
MBA, Business Administration
University of Wisconsin-Madison
BS, International Relations, Econ, German
CUNA Mutual Group May 2013 - Present
CUNA Mutual Group April 2005 - May 2013
Alliant Energy 1997 - 2001
Skills
Insurance, Credit Unions, Customer Service, Underwriting, Credit, Sales Operations, Financial Services, Process Improvement, Loans, Call Centers, Life Insurance, Employee Benefits, Banking, Fixed Annuities, Health Insurance
Education
Ashford University
Bachelor of Arts (B.A.), Psychology
Edgewood College
Balance Sheet Solutions, LLC April 2015 - Present
Balance Sheet Solutions, LLC January 2004 - April 2015
CUNA Mutual Group October 1998 - January 2004
Skills
Portfolio Management, Financial Modeling, Fixed Income, Investments, Banking, Bloomberg, Financial Analysis, Asset Allocation, Asset Management, Risk Management, Financial Markets
Education
Edgewood College 1996 — 2000
MBA, Finance
Illinois State University 1990 — 1994
B.S.
Pinnacle Planning August 2010 - Present
Rombout Fire Company 2012 - 2014
New Horizons Asset Management Group, LLC 2006 - 2010
HSBC S 2004 - 2006
M&T Bank 2001 - 2004
CUNA Mutual Group 1996 - 2001
Skills
Insurance, Investments, Securities, Retirement Planning, Annuities, Financial Planning, Series 7, Health, Asset Management, Health Insurance, Portfolio Management, Employee Benefits, Financial Reporting, Insurance Planning, Wealth Management, Estate Planning, Retirement, Budgeting, Investment Advisory, Long Term Care, Disability Insurance, Public Speaking, Pensions, Finance
Education
Excelsior College 1986 — 1986
AS, Sciences
CUNA Mutual Group March 2015 - Present
CUNA Mutual Group July 2011 - March 2015
CUNA Mutual Group March 2009 - July 2011
Princeton Group Sports Marketing February 2007 - September 2008
Skills
Insurance, Direct Sales, Credit Unions, Sales, Property & Casualty..., Call Centers, Relationship Management, Account Management, Loans, Life Insurance, Underwriting, Banking, Credit, Risk Management, Financial Services, Health Insurance, Salesforce.com, Leadership, General Insurance, Sales Management, Consumer Lending, Mortgage Lending
Education
Edgewood College 2003 — 2006
BS Communications, Communication, English
CUNA Mutual Group May 2005 - Present
CUNA Mutual Group November 2003 - May 2005
Telephone and Data Systems™ (TDS™) 2001 - November 2003
Legislative Reference Bureau 1997 - 2001
Skills
Outlook, Microsoft Office, Problem Solving, Adobe Acrobat, PowerPoint, OneNote, Budgets, Management, Administrative..., Office Management, Editing, Meeting Planning, Access, Spreadsheets, Executive Support, Visio, Microsoft Excel, Event Planning, Administrative...
Education
University of Wisconsin-Stout 1991 — 1993
Hotel/Restaurant Management
University of Wisconsin-Stout 1990 — 1991
hospitality management
Edgewood College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bank of Prairie du Sac June 2011 - Present
CUNA Mutual Group March 2010 - June 2011
CUNA Mutual Group February 2008 - March 2010
CUNA Mutual Group April 2006 - February 2008
CUNA Mutual Group August 2005 - April 2006
Strohm Ballweg, LLP August 2000 - August 2005
Skills
Accounting, Due Diligence, Risk Management, Internal Controls, Financial Analysis, Banking, Financial Modeling, Budgeting, Excel, Insurance, Internal Audit, Finance, Forecasting, Budgets, Microsoft Excel, Financial Services, GAAP, General Ledger, Financial Reporting
Education
Edgewood College 1995 — 2000
BS, Accounting
CUNA Mutual Group June 2015 - Present
Edgewood College August 2012 - Present
Edgewood College 2012 - Present
Ottonby January 2012 - July 2012
Skills
Teamwork, Access, Event Planning, Microsoft Excel, Microsoft Office, Customer Service, Outlook, PowerPoint, Microsoft Word, Administrative..., Office Administration, English, Team Leadership, Graphic Design, Digital Marketing, Java, HTML 5, JavaScript, Database Design, Project Management, Social Media, Leadership, Time Management, Public Speaking
Education
Edgewood College 2012 — 2016
Bachelor's Degree, Computer and Information Sciences, General, Business with Finance Concentration, Junior
St John's Emerald Hill 2006 — 2011
Natura Clean January 2007 - Present
Avid Ratings September 2005 - September 2006
CUNA Mutual Group June 2001 - December 2005
WECC 1997 - 2001
Credit Union Executives Society 1992 - 1997
Skills
Marketing Strategy, Online Marketing, Strategic Planning, Team Building, Public Speaking, Program Management, Event Management, Product Development, Janitorial Services, Cleaning, Housekeeping, Energy Efficiency, Sustainability, Sustainable Business, Environmental Education, Online Advertising, Email Marketing, Start-ups, Advertising, Entrepreneurship, Direct Marketing, Market Planning, Leadership, New Business Development, Marketing Communications, B2B, Business Development, Social Media Marketing
Education
Edgewood College 1997 — 2001
MBA
University of Wisconsin-Eau Claire 1986 — 1991
BBA, Marketing
Sauk Prairie High School 1982 — 1986
Align Healthcare Consulting January 2010 - Present
Beacon Midwest December 2007 - Present
CUNA Mutual Group January 2008 - May 2009
EDS 2003 - 2007
State of Wisconsin 1987 - 1989
Skills
Business Analysis, Management, Requirements Gathering, SDLC, Visio, Vendor Management, SharePoint, Program Management, Business Process..., Project Management, Change Management, Agile Methodologies, Integration, Resource Management, PMP, SQL, Business Requirements, Data Warehousing, MS Project, Team Leadership, Consulting, Software Development, Information Technology, Microsoft SQL Server
Education
University of South Florida
Master's degree, Health Informatics
Edgewood College
BS, Computer Information Systems
The George Washington University - School of Business 2012 — 2013
Master's Certificate, Business Analyst
CUNA Mutual Group June 2011 - Present
CUNA Mutual Group June 2010 - July 2011
Edgewood College August 2009 - May 2010
Stone Toad Bar and Grill October 2005 - May 2010
Skills
Leadership, Customer Service, Event Planning, Time Management, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Research, Data Analysis, Training, Management, Insurance, Claims Handling, Insurance Law, Fidelity Bonds, Fraud Claims, Compliance, Negotiation, Financial Analysis, Risk Management, Team Leadership, Teamwork, Team Building, Accounting, Credit Unions, Resume Writing, Recruiting, Budgets, Strategic Planning, PowerPoint, Social Media, Editing, Data Entry
Education
Edgewood College 2008 — 2011
Bachelor of Science (BS), Mathematics, Economics
St. Mary Central High School 2004 — 2008
High School Diploma
Wisconsin Municipal Mutual Insurance Company April 2008 - Present
The ASU Group 2004 - 2008
AQS, inc. 2000 - 2001
CUNA Mutual Group 1987 - 2000
United States Marine Corps 1973 - 1977
Skills
Underwriting, Risk Management, Legal Liability, Insurance, Health Insurance, Leadership, Commercial Insurance, Liability Analysis, Claim Investigation, Professional Liability, Casualty, Liability, Commercial Lines, Workers Compensation, Excess, Casualty Insurance, Property & Casualty..., Management
Education
Edgewood College 1980 — 1983
Undergraduate Degree & MBA, Business and Accounting
CNO Financial Group December 2014 - Present
CNO Financial Group August 2012 - November 2014
QBE the Americas July 2010 - August 2012
Safe Bridge Solutions January 2010 - June 2010
BrightLeaf Financial Network, LLC October 2008 - December 2009
CUNA Mutual Group October 1990 - August 2008
ComputerLand 1988 - September 1990
Skills
Vendor Management, PMP, SDLC, Business Process..., Business Analysis, Business Process..., Software Project..., Process Improvement, Insurance, Business Process, Program Management
Education
Edgewood College 1991 — 1994
MBA, Business Management
University of Wisconsin-Eau Claire 1985 — 1989
BA, MIS, Marketing
CUNA Mutual Group March 2010 - April 2015
QBE Insurance January 2000 - March 2010
Skills
Test Automation, Testing, SDLC, User Acceptance Testing, Requirements Analysis, Agile Methodologies, Quality Assurance, Visio, ITIL, Process Improvement, Windows, SharePoint, Requirements Management, Quality Management, Quality Center, Test Management, Business Analysis, Software Quality..., Requirements Gathering, Business Requirements, Waterfall, QTP, LoadRunner, Software Documentation, Software Project..., Resource Management
Education
Edgewood College 2003 — 2008
BBS, Computer Science
Hewlett-Packard April 2015 - Present
WEA Trust April 2012 - Present
GHC-SCW May 2010 - April 2012
CUNA Mutual Group 2005 - 2009
CUNA Mutual Group 2005 - 2009
Skills
Enterprise Risk..., HealthCare Compliance, Health Insurance, HIPAA, Life Insurance, Risk Management, Compliance, Legal Writing, Project Management, Process Improvement, Policy, Sales Operations, Sales Management, Claim, Workers Compensation, Microsoft Office, Claims Management, Liability, Property & Casualty..., Customer Service, Healthcare, Medicare, Strategic Planning
Education
Edgewood College
Bachelor of Business Administration (BBA)
CUNA Mutual Group / CUNA Brokerage Services, Inc. January 2010 - Present
CUNA Mutual Group January 2007 - January 2010
CUNA Mutual Group / MEMBERS Capital Advisors January 2005 - January 2007
CUNA Mutual Group / CUNA Brokerage Services, Inc. January 2002 - January 2005
Pentagon Federal Credit Union August 2000 - January 2002
LPL Financial (acquired UVEST Investment Services, Inc.) July 1999 - August 2000
United Bankshares, Inc / United Brokerage Services, Inc. June 1997 - July 1999
Wells Fargo (acquired Wachovia Bank / First Union Bank) June 1994 - June 1997
BB&T (acquired First Virginia Bank) May 1990 - June 1994
Skills
FINRA Series 24 General..., FINRA Series 7 General..., FINRA Series 65..., FINRA Series 63 Uniform..., Licensed Life & Health..., Licensed Property &..., Executive Management, Strategic Planning, Marketing Strategy, Coaching, Leadership Development, Risk Management, Financial Analysis, Portfolio Management, Compliance, Key Account Management, Talent Management, Recruiting, Consumer Lending, Project Management, Business Strategy, Contract Negotiation, New Business Development, Personal Financial..., Team Building, Cross-functional Team..., Commercial Insurance, Employee Benefits, Institutional Sales, Institutional..., Sales Management, Salesforce.com, FINRA
Education
Saint Mary's College of California 2008 — 2010
Master of Business Administration (M.B.A.), Finance, Marketing, Management and Operations
Old Dominion University 1986 — 1990
Bachelor of Science (B.S.), Finance and Economics
Florida Institute of Technology 2001 — 2002
Graduate, Certified Financial Planning Program
LaSalle University Business Engineering School of Barcelona 2009 — 2009
Certificate, International Business Management
Kempsville High School 1983 — 1986
Graduate, Advanced Academics
CUNA Mutual Group March 2014 - Present
bluepoint Investment Counsel June 2012 - March 2014
Graystone Consulting May 2000 - June 2012
World Wildlife Fund / Far East Chapter June 1994 - July 1997
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Investment Strategies, Financial Analysis, Valuation, Capital Markets, Fixed Income, Hedge Funds, Asset Managment, Alternative Investments, Private Equity, Equity Research, Market Research, Analysis, Derivatives
Education
Дальневосточный Государственный Университет / Far Eastern State University 1989 — 1994
Bachelor of Arts (B.A.), Germanic Languages, Literatures, and Linguistics
Hellenbrand, Inc. July 2015 - Present
CUNA Mutual Group November 2012 - July 2015
Glanbia Nutritionals April 2012 - November 2012
Nelson Global Products July 2011 - April 2012
Skills
Account Reconciliation, General Ledger, Accounts Payable, Accounting, Journal Entries, Invoicing, QuickBooks, Bank Reconciliation, Financial Reporting, Accruals, Balance
Education
Edgewood College 2013 — 2014
Master of Science (MS), Accounting
Upper Iowa University 2007 — 2010
Bachelor's degree, Accounting
MillerCoors May 2015 - Present
Ernst & Young - Financial Services Office September 2013 - May 2015
CUNA Mutual Group June 2012 - October 2012
American Laser Products, Inc. July 2011 - September 2011
Air Graphics, LLC February 2008 - August 2011
Great Lakes Higher Education October 2009 - June 2010
University of Wisconsin - Whitewater October 2007 - May 2009
University of Wisconsin - Whitewater February 2007 - May 2009
American Family Insurance June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Exchange, PowerPoint, Social Media, Accounts Payable, Accounts Receivable, Customer Service, QuickBooks
Education
University of Wisconsin-Whitewater 2011 — 2013
Master of Professional Accountancy, Accounting
University of Wisconsin-Whitewater 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Edgewood College 2005 — 2006
CUNA Mutual Group June 2013 - Present
Burns-Fazzi, Brock & Associates December 2011 - May 2013
NFP Executive Benefits November 2007 - December 2011
Renaissance Bank Advisors October 2007 - November 2011
Education
Florida State University - College of Business 1977 — 1981
BS, Finance
CUNA Mutual Group February 2015 - Present
Trombetta October 2013 - February 2015
Healthcare Business Insights March 2013 - May 2013
GMR Marketing November 2012 - January 2013
Aprilaire February 2012 - October 2012
Aprilaire October 2011 - February 2012
City Bar August 2008 - August 2010
Skills
Social Media, Marketing, Digital Marketing, Lead Generation, Product Development, Marketing Research, Search Engine Ranking, Microsoft Office, Media Relations, Email Marketing, Marketing Budget..., Copywriting, Adobe Creative Suite, Photoshop Elements, Web Development, HTML5, CSS, JavaScript, Google Analytics, Salesforce.com, Brand Developement, Media Planning, Business Development, Account Management, Sales Process, Blogging
Education
Edgewood College 2009 — 2012
Bachelor of Science (BS), Marketing
University of Wisconsin-Milwaukee 2007 — 2008
James Madison Memorial 2004 — 2007
High School Diploma
State of Wisconsin July 2013 - Present
Edgewood College May 2011 - Present
State of Wisconsin June 2012 - July 2013
CUNA Mutual Group May 2005 - June 2011
Certegy Card Services January 2003 - June 2011
2005 - 2003CUNA Mutual Group August 2003 - May 2005
Equifax Card Services January 1997 - January 2000
First Resource Federal CU January 1993 - January 1997
US NavyUnited StatesElectrician January 1984 - January 1993
Skills
Professional Leadership, Mentoring, Staff Mentoring, Leadership, Customer Service, Policy, Leadership Development, Executive Management
Education
Edgewood College 2011 — 2015
MBA, Business Administration
Western Michigan University - Haworth College of Business 1993 — 2000
BA, Business
Check Insurance Agency LLC July 2014 - Present
Prudential Financial September 2012 - June 2014
CUNA Mutual Group June 2010 - February 2012
Morgan Stanley Smith Barney January 2006 - July 2009
VALIC January 2000 - January 2006
CitiStreet Advisors (formerly Copeland Companies) 1999 - 2000
Education
Fairleigh Dickinson University
Personal Financial Planning
Felician College
Bachelor's degree, Computer Science;
Felician College
Bachelor's degree, Elementary Education K-8
Anatomy October 2011 - Present
Demand Studios April 2010 - Present
Retired and enjoying time to pursue personal interests and family February 2008 - Present
CUNA Mutual Group 1986 - 2008
Ashwaubenon School District August 1969 - June 1982
Skills
Tutoring, Writing, Disability Insurance, Creative Writing, Poetry, Public Speaking, Newsletters, Teaching, Literary, Freelance Writing, Published Author, Writing Skills, Literature, Publishing
Education
Edgewood College 1965 — 1969
BA, Education
Insight June 2010 - Present
Kingsway America(formerly Universal Casualty Co) October 2006 - March 2010
CUNA Mutual Group June 2000 - September 2006
Frank's Nursery & Crafts November 1996 - July 2000
Skills
Access, Business Analysis, Testing, Project Management, Insurance, Customer Service, Program Management, Data Entry, Underwriting, Invoicing, Process Improvement, Software Documentation, Microsoft Office, Analysis, Microsoft Excel
Education
Elgin Community College 1999 — 2004
General Ed.
St. Charles High School 1995 — 1999
H.S. Diploma, General Ed
Wisconsin Housing and Economic Development Authority (WHEDA) December 2013 - Present
State of Wisconsin (WHEDA CIO) December 2013 - Present
WPS Health Insurance September 2010 - December 2013
Independent Consultant August 2009 - September 2010
Great Lakes Higher Education Corporation and Affiliates July 2007 - August 2009
CUNA Mutual Group May 1990 - July 2007
American Family Insurance January 1985 - May 1990
Education
Edgewood College 1992 — 1996
Bachelor of Science (B.S.), Computer Science
Madison Area Technical College 1983 — 1985
Associate Degree, Computer Programming
University of Wisconsin-Madison 1981 — 1983
Mathematics
CUNA Mutual Group May 2014 - Present
Menards September 2013 - May 2014
Scottsdale Insurance Company November 2008 - May 2013
AAA Northern CA, Utah, Nevada June 2006 - November 2008
PFE International Inc November 2003 - June 2006
Premera Blue Cross October 2000 - August 2003
Skills
Vendor Management, Business Process, Process Improvement, Business Process..., Project Management, Program Management, PMP, Management, Cross-functional Team..., Process Management, Business Analysis, Software Documentation, Integration, Governance, SharePoint, Business Requirements, Project Portfolio..., Visio, Training, Coaching, Six Sigma, Business Process Mapping, Software Project..., Requirements Analysis, IT Management, MS Project, Analysis, Strategy, Risk Management, PMO, SDLC, Agile Methodologies, IT Strategy, Testing, Business Transformation, Requirements Gathering, Leadership, Project Planning, Management Consulting, Business Intelligence, Contract Negotiation, Curriculum Design, Property & Casualty..., Agile & Waterfall...
Education
Mesa Community College 2010 — 2012
Certificate, CCL of Project Management, 4.0
MoreStream.com University 2011 — 2011
certification, Lean Six Sigma Green Belt Certification
Edmonds Community College 1996 — 1998
Certificate of Project Management, Business Administration and Management, General
American Family Insurance August 2013 - Present
CUNA Mutual Group January 2013 - August 2013
American Family Insurance January 2009 - February 2013
Skills
Product Management, Insurance, Property & Casualty..., Life Insurance, Commercial Insurance, Casualty, General Insurance, Umbrella Insurance, Term Life Insurance, Health Insurance, Commercial Lines, Strategic Planning, Fixed Annuities, Marketing, Process Improvement, Leadership, Marketing Strategy, Business Analysis, Risk Management, Liability, Business Strategy, Legal Liability, Whole Life, Casualty Insurance
Education
Edgewood College 1992 — 1995
MBA, Marketing/Management
University of Wisconsin-Green Bay 1980 — 1984
Bachelor of Science, Marketing/Management
Home Health United August 2015 - Present
Home Health United September 2008 - August 2015
Cuna Mutual Group June 2007 - August 2008
Edgewood College September 2005 - May 2007
Alcoa Wheel Products 2005 - 2007
Skills
Human Resources, Onboarding, Employee Benefits, Recruiting, Interviews, Temporary Placement, Management, Personnel Management, Program Management, Analysis, Employee Relations, Applicant Tracking..., Talent Acquisition, Talent Management, Performance Management, HRIS, New Hire Orientations, Succession Planning, FMLA, Benefits Administration, Job Descriptions
Education
Edgewood College 2003 — 2007
Bachelor of Science, Business Management and Marketing
Madison Gas and Electric June 2012 - Present
DeVry University January 2009 - Present
CUNA Mutual Group March 2010 - May 2012
Madison Gas & Electric June 2007 - May 2010
RSM McGladrey January 2007 - April 2007
UW Credit Union 2004 - 2007
Ladish October 2005 - December 2006
Skills
Accounting, Tax, Excel, Word, Analysis, Compliance, Audit, Problem Solving, Public Speaking, Mergers, Research, Documentation, Writing, Outlook, Planning, Auditing, Coaching, Due Diligence, CPA, SQL Server Management..., PeopleSoft, nVision, Automotive Repair, Automotive Restoration, Project Planning, Finance, Software Documentation, Microsoft Excel, Internal Controls, ERP Software, ERP Oracle, Mergers & Acquisitions, Microsoft Word, GAAP, Utility Industry, FERC, Financial Analysis
Education
Edgewood College 2005 — 2007
Bachelors, Accounting
CUNA Mutual Group June 2014 - Present
CUNA Mutual Group February 2013 - May 2014
Trek Bicycle Corporation October 2009 - July 2012
Pacific Cycle August 2007 - October 2009
Spectrum Brands, Inc. February 2004 - June 2007
Remington Products Company, LLC November 1993 - February 2004
FAG Bearings Corporation August 1985 - November 1993
Skills
E-commerce, Email Marketing, Project Management, Cross-functional Team..., Brand Management, SEO, Social Media, User Experience, Digital Marketing, Web Design, Web Development, SharePoint, Program Management, Management, Strategy
Education
Fairfield University 1999 — 2003
M.S., Software Engineering
Sacred Heart University 1993 — 1997
B.S., Computer Science, Summa Cum Laude
Norwalk Community College 1984 — 1985
A.S., Data Processing
Shelton High School 1980 — 1983
OptiMine Software, Inc. July 2015 - Present
OptiMine Software, Inc. February 2014 - July 2015
University of Wisconsin-Eau Claire October 2012 - December 2013
CUNA Mutual Group June 2013 - August 2013
Skills
C#, Java, PHP, MySQL, Eclipse, HTML, Android Development, C++, Web Development, Web Applications, Oracle, Programming, VB.NET, JSON, C, Linux, Computer Science, Windows Phone, jQuery, JavaScript, OOP, jQuery Mobile, SQL, Perl, Subversion, Visual Studio, MVC, Software Engineering, Software Development, Web Services, .NET, REST, JSP, Microsoft SQL Server, Visual Basic, XML, Silverlight, CSS, Android, Python, Databases, HTML 5, Mobile Applications, Struts, Puppet, AngularJS, Node.js, Bootstrap, HTML5
Education
University of Wisconsin-Eau Claire 2010 — 2013
Bsc, Computer Science
Egerton University 2009 — 2009
Bsc, Applied Computer Science
Egerton University 2006 — 2008
Diploma, Computer Science
Lenana School 2002 — 2005
Premier Co-op 2011 - Present
CUNA Mutual Group 2009 - April 2011
TDS Telecom January 2001 - October 2008
Skills
Process Improvement, Employee Relations, Human Resources, Employee Benefits, Performance Management, Talent Acquisition, Onboarding, Talent Management
Education
Barneveld
Barneveld
Edgewood College
CUNA Mutual Group July 2010 - Present
CUNA Mutual Group July 2008 - July 2010
Famous Footwear May 2006 - July 2008
CUNA Mutual Group June 2003 - January 2006
Education
Edgewood College 2006 — 2009
MBA, Finance
University of Wisconsin-Madison 1997 — 2002
Business, Real Estate and Marketing
University of Wisconsin-Madison - School of Business 1997 — 2002
Blue Cross Blue Shield of Michigan June 2009 - Present
Dean Health Plan August 2007 - November 2008
CUNA Mutual Group December 2006 - May 2007
American Family Insurance March 2006 - November 2006
Skills
Business Analysis, Business Process, Requirements Analysis, Consulting, Management, Change Management, Business Process..., Business Requirements, SDLC, Software Project..., Requirements Gathering, Project Management, Leadership, Business Process Mapping, Risk Management, Process Improvement, Enterprise Architecture, IT Strategy
Education
Fachhochschule Pforzheim - Hochschule für Gestaltung, Technik und Wirtschaft 2003 — 2005
MBA, Strategic Management, International Management
CUNA Mutual Group October 2012 - Present
UWCU March 2011 - November 2012
TDS Telecom September 1996 - March 2011
Skills
SDLC, PMP, Vendor Management, Process Improvement, Requirements Analysis, Business Analysis, Software Project..., PMO, Visio, Requirements Gathering, Project Portfolio..., Business Process..., Project Management
Education
Edgewood College
MBA
University of Wisconsin-La Crosse
BA
SECURA Insurance April 2015 - Present
SECURA Insurance March 2014 - April 2015
CUNA Mutual Group July 2013 - March 2014
NSI - Division of West Bend Mutual Insurance June 2012 - June 2013
YMCA of Dane County January 2009 - April 2013
NSI - Division of West Bend Mutual Insurance December 2011 - June 2012
The Creative Company Inc August 2008 - August 2009
Skills
Public Speaking, Event Planning, Community Organizing, Social Skills, Organizational..., Underwriting, Quick Thinker, Multitasking Skills, Fitness Instruction, Fitness Training, Property & Casualty..., Fundraising, Nonprofits, Coaching, Program Management, Sales, Insurance, Customer Service, Commercial Insurance, Leadership, General Insurance, Marketing, Strategic Planning
Education
Edgewood College 2007 — 2011
Bachelor, Business
CUNA Mutual Group March 2004 - Present
Office of the Public Denfender, Essex County New Jersey April 2003 - April 2004
Skills
Risk Management, Banking, Risk Assessment, Enterprise Risk..., Strategic Planning, Loans, Process Improvement, Certified Fraud Examiner, Credit Unions, Executive Management, Financial Analysis, Insurance, Mortgage Lending, Program Management, Training, Fraud, Financial Risk
Education
Fairleigh Dickinson University 2007 — 2010
MAS, Administrative Science, Management
Pace University 1996 — 2001
BS, Criminal Justice
QBE North America July 2015 - Present
CUNA Mutual Group June 2014 - July 2015
CUNA Mutual Group February 2013 - May 2014
CliftonLarsonAllen November 2010 - January 2013
CliftonLarsonAllen April 2006 - November 2010
SC Data Center, Inc. February 2005 - March 2006
Telephone and Data Systems 1993 - 2005
Skills
Vendor Management, Resource Management, Process Improvement, Business Analysis, Project Management, Program Management, Change Management, Budgets, Business Process..., SharePoint, Strategic Planning, Leadership, Team Leadership, Business Process, Software Project..., Project Planning, ITIL, Information Technology, PMO, Project Portfolio..., Management, IT Strategy, Mergers, Workshop Facilitation, Visio, SDLC, Training, Governance, Risk Management, Team Building, Integration, IT Management, Business Intelligence, CRM, Management Consulting
Education
Edgewood College 1998 — 2004
MBA, Business
University of Wisconsin-Madison 1999 — 2000
Master Certificate Project Management
Edgewood College 1993 — 1997
BS, Business Management
Johnson Controls March 2013 - Present
QBE North America October 2012 - March 2013
Javis Industries July 2009 - March 2013
Tushaus Computer Services August 2008 - June 2009
bedrock Managed Services and Consulting April 2007 - August 2008
MATC September 2000 - May 2007
CUNA Mutual Group September 1989 - March 2007
Skills
Databases, Disaster Recovery, Active Directory, Vendor Management, Windows Server, Information Technology, Microsoft Technologies, System Administration, Security
Education
Edgewood College 1996 — 1998
Master, MBA
CRIF Lending Solutions January 2013 - Present
Carolina Dynamo June 2013 - Present
CO OP Financial Services November 2009 - November 2012
CUNA Mutual Group May 1996 - October 2009
Pathfinder Federal Credit Union February 1995 - February 1996
Avco Financial Services December 1989 - January 1995
Snappy Car Rental May 1988 - November 1989
US Navy August 1984 - April 1988
Skills
Leadership, Account Management, CRM, Sales Process, Sales, Consumer Lending, Credit, Loans, Lending Solutions, Loan Origination, Credit Unions, Banking, Process Improvement, Strategic Planning, B2B, Insurance, Training, Call Centers, Direct Marketing, Marketing, Sales Operations, Team Building, Sales Management, Customer Service, Change Management, Executive Management, Operations Management, Project Management, Team Leadership, Project Planning, Sales Presentations, New Business Development, Negotiation, Finance, Contract Negotiation, Call Center, Product Management, Coaching, Compliance, Selling, Direct Sales, Customer Satisfaction, Business Strategy, Marketing Strategy, Business Planning, Lead Generation, Financial Analysis, Customer Relations, Solution Selling, Process Engineering
Education
University of Georgia - Terry College of Business 2001 — 2003
Florida Community College at Jacksonville 1987 — 1989
Lake Forest Academy 1983 — 1984
Chenango Forks High School 1980 — 1984
Embry-Riddle Aeronautical University
in, Aviation Maintenance and Business
CUNA Mutual Group March 2006 - Present
CUNA Mutual Group March 2003 - February 2006
CUNA Mutual Group 1997 - 2000
Skills
Sales Management, Negotiation, Banking, Strategic Planning, Writing, Communication, Credit Unions, Insurance, Credit, Sales, Property & Casualty..., Management, CRM, Selling, Team Leadership, New Business Development, Financial Analysis, Strategy, Training, Process Improvement, Executive Management, Leadership, Employee Benefits, Risk Management, Underwriting, Loans, Financial Services, Mortgage Lending, Business Planning, Budgets, Team Building, Salesforce.com, Account Management, Fixed Annuities, Call Centers, Life Insurance, Relationship Management, Vendor Management, Consumer Lending, Customer Service, Retirement, Investments, Customer Retention, Disability Insurance, Series 63, Health Insurance, Strategic Financial..., Brokers, Series 7, IRAs
Education
Florida Atlantic University 1978 — 1982
BA, Geography, Economics
University of Wisconsin-Madison August 2009 - Present
MEMBERS Capital Advisors January 2008 - July 2009
CUNA Mutual Group January 2003 - January 2008
CUNA Mutual Group August 2001 - January 2003
MITSUBISHI PLASTICS, Inc. March 1993 - July 1996
Skills
Vulnerability Scanning, Penetration Testing, Web Application Security, Data Masking, SQL, Active Directory, IIS, Information Security, Network Security, Information Security..., Security, Oracle, PeopleSoft, Unix, ASP.NET, Visual Basic, Databases, JavaScript, Process Improvement, System Administration, Project Management, SharePoint, VB.NET, Web Services, ASP, Disaster Recovery, Visio, Enterprise Architecture, SDLC, Information Technology, Identity Management, Requirements Analysis, VBScript, Java, Access, Testing, Software Documentation, Microsoft SQL Server, IT Management, ITIL, Software Development, Computer Security, Integration, Windows Server, VMware, Linux
Education
Edgewood College 1998 — 2001
B.S., Computer Information Systems
Koryo International Junior College, Aichi Pref. JAPAN 1991 — 1993
Associate Degree, English
CISSP® - Certified Information Systems Security Professional
CISSP, IT Security
ITLP
SANS
SANS
CUNA Mutual Group January 2012 - Present
CUNA Mutual Group June 2006 - December 2011
CUNA Mutual Group January 2000 - June 2006
CUNA Mutual Group January 1995 - December 1999
Skills
Insurance, Employee Benefits, Sales, Credit Unions, Underwriting, Team Building, Process Improvement, Account Management, Salesforce.com, Consumer Lending, Property & Casualty..., Leadership, Risk Management, Banking, Call Centers
Education
Florida State University - College of Business 2000 — 2002
MBA
Florida State University - College of Business 1986 — 1988
B.S., Finance
CUNA Mutual Group August 2015 - Present
Aviation Advisor, Inc. December 2013 - August 2015
Avantair June 2008 - June 2013
Midwest Airlines March 2007 - June 2008
Skills
Aviation, Piloting, Flights, Flight Safety, Aircraft, Flight Planning, Crew Resource Management, Type Rating, Airports, Avionics, Charter, CFI, Flight Training, Ground Instructor, Multi-engine, ATP, Glider
Education
Embry Riddle Aeronautical University-Worldwide 2006 — 2008
Bachelor of Science (BS), Profesional Aeronautics, Magna cum Laude
Gateway Technical College 1998 — 2000
Aeronautics, Pilot Training, Graduated with Honors
CUNA Mutual Group November 2011 - Present
CUNA Mutual Group March 2011 - November 2011
CUNA Mutual Group February 2009 - March 2011
CUNA Mutual Group July 2001 - January 2009
CUNA Mutual Group 1988 - 2009
Skills
Project Management, Telecommunications, IT Service Management, Networking, Program Management, Call Centers, IT Management, Vendor Management, Disaster Recovery, Information Technology, Visio
Education
Edgewood College 1980 — 1986
Bachelor of Science, Computer Information Systems
Digital Benefit Advisors July 2013 - Present
CUNA Mutual Group February 2001 - July 2013
Skills
Employee Benefits, Employee Engagement, Leadership, Benefits Administration, Health Insurance, Sales, Vendor Management, Insurance, Marketing, Underwriting
Education
Emory University 1982 — 1986
Life Associates July 2007 - August 2008
CUNA Mutual Group November 1988 - May 2007
CUNA Mutual Group 1988 - 2006
Education
Edgewood College
SALARYGAP Partners, LLC May 2013 - Present
Jolicoeur & Associates Risk Solutions, LLC July 2009 - Present
Hemingway Social Club & Friends 2014 - 2015
Hemingway Social Club & Friends 2014 - 2015
CUNA Mutual Group May 2009 - May 2009
CUNA Mutual Group September 1975 - May 2009
John Hancock September 1970 - September 1975
Skills
Relationship Management, Product Development, Product Management, Direct Marketing, Underwriting, Sales, Marketing Strategy, Sales Management, Insurance, Management, Leadership, Strategy, Property & Casualty..., Business Development, Strategic Planning, Mergers, Marketing, Cross-functional Team..., Risk Management, Marketing Management, Negotiation, Financial Services, Business Strategy, Reinsurance, Analytics, Market Research, Pricing, Coaching, Strategic Partnerships, B2B, Team Building, Product Marketing, Executive Management, Life Insurance, Credit Unions, Market Planning, Mergers & Acquisitions, Competitive Analysis, Analysis, Segmentation, P&L Management, Vendor Management, CRM, Database Marketing, Banking, Customer Retention, Loans, Customer Acquisition, Consumer Lending, Financial Institutions
Education
Edgewood College
BS, Business/Marketing
Holbrook High School
Holbrook High School
Holbrook High School
Stanford University Graduate School of Business
Executive Development
University of Wisconsin-Madison - School of Business
Executive Development
Willis Credit Union May 2013 - Present
Willis Credit Union May 2013 - January 2014
US Community Credit Union October 2007 - March 2013
Heritage South Community Credit Union April 2006 - October 2007
CUNA Mutual Group 1998 - 2006
Skills
Strategic Planning, Consumer Lending, Credit Unions, Credit, Loans, Team Building, Executive Management, Analysis, Business Development, CRM, Finance, Financial Services, Insurance, Leadership, Management, Portfolio Management, Process Improvement, Sales, Training, Vendor Management
Education
El Paso Community College 1984 — 1985
Coursework on the Principles of Risk & Insurance
Illinois Credit Union League Service Corporation 2012 - Present
CUDL 2010 - 2011
CUNA Mutual Group July 2004 - September 2008
Motorola Employees Credit Union February 1998 - July 2004
Skills
Sales, Loans, Consumer Lending, Credit Unions, Credit, Executive Management, Banking, Financial Services, Finance, Relationship Management, Call Centers, Credit Cards, Cross Selling, Process Improvement, Retail Banking, Underwriting, Financial Risk, Insurance, Leadership, Debit Cards, Sales Management, Analytics, Vendor Management, Customer Acquisition, Product Management, New Business Development, Direct Marketing, Payments, Credit Risk, Mortgage Lending, Risk Management, Financial Analysis, Business Development, Team Building, Strategic Planning, Sales Process, Cross-functional Team..., Electronic Payments, Credit Analysis, Portfolio Management, Customer Retention, CRM, Strategic Partnerships, Strategy, Business Analysis, Account Management, Selling, Management
Education
Elmhurst College 2000 — 2003
BA, Business Administration
Wells Fargo April 2013 - Present
Wells Fargo October 2012 - April 2013
Independence Blue Cross August 2012 - October 2012
Deutsche Bank April 2012 - August 2012
Wachovia, A Wells Fargo Company December 2010 - April 2012
Bartronics America Inc. 2007 - 2012
Independence Blue Cross January 2010 - December 2010
EMC March 2009 - March 2010
Liberty Mutual 2008 - 2008
CUNA Mutual Group 2008 - 2008
Skills
Data Analysis, Business Analysis, Technical Design, Data Mapping, SDLC, Data Modeling, Web Applications, Requirements Gathering, DB2, Relational Databases, Quality Center, SQL, Requirements Analysis, Data Migration
Education
Fairleigh Dickinson University
Master's
Rogers Memorial Hospital 2014 - Present
FAC (Flad Affiliated Corp) 2010 - 2014
Sub-Zero Freezer Co. 2005 - 2009
CUNA Mutual Group 1987 - 2005
Skills
Leadership, Management, IT Management, Project Management, Process Improvement, Business Analysis, Software Development, Training, Budgets, Program Management, Software Documentation, Information Technology, Strategic Planning, Team Building, Visio, Change Management, SDLC
Education
University of Wisconsin-La Crosse 1983 — 1987
BS, Computer Science
Edgewood College 1988 — 1992
Masters, Business Administration
CUNA Mutual Group January 2004 - December 2009
Education
Edgewood College
BS, Computer Information Systems
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group March 2012 - September 2013
Skills
Business Analysis, SDLC, Project Management, Insurance, IT Strategy, IT Management, Software Project..., Leadership, Management, Team Building, ITIL, Agile Methodologies, Software Development, Requirements Gathering, E-commerce, Resource Management, Agile Project Management, Visio, Vendor Management, Requirements Analysis, Information Technology, Project Delivery, Business Requirements, Systems Analysis, Team Management, Change Management, Program Management, Process Improvement, Cross-functional Team..., Business Process..., Corporate Communications, Business Process, Enterprise Architecture, Business Intelligence
Education
University of Wisconsin-Platteville 1997 — 2001
Bachelor of Science, Psychology
Edgewood College
Bachelor of Applied Science (B.A.Sc.), Computer Programming and Accounting
Humana May 2009 - Present
Duluth Trading Company February 2006 - April 2009
CUNA Mutual Group September 2000 - September 2005
CUNA Mutual Group July 1996 - September 2000
Skills
Call Centers, Health Insurance, Customer Service, Outlook, Microsoft Excel, Microsoft Word, Sales, Vendor Management, Account Management, Process Improvement, Leadership, Customer Satisfaction, Training, Team Building, Insurance
Education
Edgewood College 1991 — 1998
MBA, Management/Marketing
UW - Platteville 1976 — 1981
Bachelors of Science, Ag Business/Animal Science
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group September 2012 - Present
CUNA Mutual Group March 2010 - September 2012
CUNA Mutual Group July 2008 - March 2010
CUNA Mutual Group August 2007 - July 2008
Strohm Ballweg, LLP December 2002 - August 2007
Skills
Internal Controls
Education
Edgewood College 2000 — 2003
•Bachelor of Science – Accounting, Accounting
CUNA Mutual Group
Skills
Disaster Recovery, Enterprise Architecture, Identity Management, Identity Federation, PKI
Education
Edgewood College 1985 — 1987
Bachelor of Science (BS), Accounting and Computer Science
PFP Services August 2007 - January 2013
CUNA Mutual Group June 1978 - September 2006
Skills
Insurance, Strategic Planning, Risk Management, Sales, New Business Development, Account Management, Sales Management, Coaching, Business Development, Team Building, Salesforce.com, Customer Service, Marketing, Marketing Strategy
Education
Florida Atlantic University 1972 — 1975
BAE, Education
CUNA Mutual Group December 2008 - Present
Park Bank- Madison December 2007 - November 2008
Cross Plains Business Association October 1997 - June 2008
State Bank of Cross Plains June 2006 - November 2007
Dean Foundation for Health Research and Education April 1997 - June 2006
Grant County, Wisconsin 1990 - 1997
Fred's Club 1989 - 1992
TDS™ 1987 - 1989
Skills
Insurance, Employee Benefits, Strategy
Education
Edgewood College 1987 — 1989
Marketing & Human Resources
Southwest Wisconsin Technical College 1985 — 1987
Associate's Degree, Administrative Assistant and Secretarial Science, General, Graduated with High Honors
The National Alliance for Insurance Education & Research September 1969 - Present
University of Texas at Austin June 1967 - December 1970
Texas Trial Lawyers Association October 1969 - August 1970
Federal Trade Commission April 1969 - May 1970
University of Wisconsin-Madison May 1967 - August 1967
University of Wisconsin-Madison September 1964 - June 1967
CUNA Mutual Group May 1965 - January 1966
Skills
Property & Casualty..., Commercial Insurance, Certified Insurance..., Professional Liability, Insurance, Umbrella Insurance, Risk Management, Continuing Education, Insurance Education
Education
University of Wisconsin-Madison 1965 — 1967
Doctor of Philosophy (Ph.D.)
University of Wisconsin-Madison 1963 — 1964
Master of Business Administration (M.B.A.)
Florida State University 1959 — 1963
Bachelor of Science (B.S.)
CUNA Mutual Group 1988 - 2004
IBM 1978 - 1988
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1986
MBA, Business
Edgewood College 1981 — 1984
BS, Business
ND State College of Science 1959 — 1961
Certificate, Electronics
CUNA Mutual Group January 2008 - Present
at CUNA Mutual Group November 2003 - January 2008
Skills
Business Analysis, Documentation, Customer Relations, Business Process, Disaster Recovery, Writing, Document Imaging, PeopleSoft, Requirements Analysis, Accounts Payable, Requirements Gathering, Project Management, Integration, Software Documentation, Management, Training, Business Requirements
Education
Edgewood College 1979 — 1983
BS, Business
CUNA Mutual Group July 2005 - Present
Lands' End January 1994 - June 2005
Skills
Advertising, Outlook, Database Marketing, Customer Service, PowerPoint, Microsoft Excel, Contract Negotiation, Microsoft Word, Strategic Planning, B2B Marketing, Brand Loyalty, Marketing Communications, Direct Mail, Email Marketing, Direct Marketing, Marketing
Education
Edgewood College 1998 — 2002
Master of Business Administration (MBA), General Studies
University of Wisconsin-Madison 1984 — 1988
Bachelor of Arts (BA), Marketing/Marketing Management, General
Associated Bank October 2014 - Present
State Farm February 2014 - April 2014
Anchor Bank, Mount Horeb WI July 2013 - February 2014
T.Q. Diamonds January 2012 - June 2013
American Family Insurance Agent October 2011 - December 2011
West Business Services/ American Express April 2011 - October 2011
CUNA Mutual Group October 1996 - May 2010
CUNA Mutual Group January 1996 - May 2010
CUNA Mutual Group January 1992 - January 1996
Skills
Property & Casualty..., Customer Service, Call Centers, Pensions, life and health..., Sales, Fixed Annuities, Marketing Strategy, Insurance, Team Building
Education
Edgewood College 1992 — 1996
Bachelor of Arts, Spanish
Edgewood College
Spanish/ Elementary Education
CUNA Mutual Group 1974 - 2001
Education
Edgewood College
Bachelor of Science (BS), Business
CUNA Mutual Group July 2008 - Present
Financial American Life Insurance Company September 1998 - September 2004
North American Insurance Company September 1989 - August 1998
Madison National Life Insurance Company June 1981 - September 1989
Skills
Insurance, Health Insurance, Property & Casualty..., Process Improvement, Credit Unions, Risk Management, Credit Insurance, Underwriting, General Insurance, Life Insurance, Financial Risk, Claim, Professional Liability, Reinsurance, Brokers, Sales, Team Building
Education
Edgewood College
Business Management/Marketing
American National Insurance Company January 2015 - Present
CUNA Mutual Group December 2013 - December 2014
CUNA Mutual Group May 2012 - December 2013
Strohm Ballweg, LLP September 2006 - May 2012
Skills
Accounting, QuickBooks, General Ledger, Financial Analysis, Microsoft Excel, Microsoft Office, Insurance, External Audit, Assurance, Corporate Tax, CPA, Finance, Financial Modeling, Financial Planning, Financial Statements, Internal Audit, Risk Management, US GAAP
Education
Edgewood College 2003 — 2006
Master of Business Administration (MBA), Accounting
Academy of Economic Studies, Bucharest, Romania 1992 — 1996
BS, Business Administration and Marketing
Erin Town Tavern January 2009 - Present
Mercury Insurance March 2003 - November 2009
CUNA Mutual Group January 1995 - February 2003
Skills
Microsoft Excel, Operations Management, Retail, Data Entry, Process Improvement, Outlook, Logistics
Education
Elmira College
Bachelor's degree, BUS ECON., 2.7
Jefferson Community College
Associate's Degree, Business Administration and Management, General, 2.8
Wisconsin Department of Health Services June 2014 - Present
State of Wisconsin February 2012 - May 2014
State of Wisconsin 2010 - February 2012
Loescher & Associates May 1994 - October 2010
Financial Standards Group, Inc. May 1991 - May 1994
CUNA Mutual Group 1983 - 1991
Skills
Policy, Government, Accounting, Public Speaking, Non-profit..., Non-profit Board..., Auditing, Management, Internal Audit
Education
Edgewood College
BSBA, Accounting
CUNA Mutual Group August 2000 - February 2005
Bank One 1995 - 2000
Computer People Unlimited May 1994 - December 1994
National Bank of Detroit April 1993 - April 1994
Computer People Unlimited 1991 - 1993
Fort Howard Paper June 1990 - December 1990
Kimberly-Clark January 1990 - June 1990
Kimberly-Clark May 1989 - December 1989
Kimberly-Clark January 1985 - May 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Research, Windows, Teaching, Public Speaking, Strategic Planning, Negotiation, Procurement, Strategy, Policy, Human Resources, Analysis, Consulting
Education
University of Wisconsin-Oshkosh 1985 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 1980 — 1984
Bachelor's degree, Computer Science
CUNA Mutual Group Involved in quarterly development enhancements for .NET applications, and support for existing apps.$
Skills
jQuery, ASP.NET, Microsoft SQL Server, CSS, JavaScript, Visual Studio, ASP.NET MVC, HTML, MVC4, knockout.js, C# 4.0, angular.js, Java Enterprise Edition
Education
Edgewood College
Bachelor's of Science, Computer Information Systems