Fidelity & Guaranty Life
Industry: Insurance company
DescriptionFidelity and Guaranty Life Insurance Company provides annuities and life insurance for over 700,000 policyholders across the United States. The company was founded in 1959 and is based in Des Moines, Iowa. It was a wholly owned subsidiary of Harbinger Group prior to a partial initial public offering in 2013. Headquarters: Des Moines, IA Number of employees: 200 Founded: 1959 Area served: United States of America Parent organizations: FGL Holdings, Fidelity & Guaranty Life Holdings, Inc. Subsidiaries: Fidelity & Guaranty Life Holdings, Inc.,
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Fidelity & Guaranty Life Employees
Fidelity & Guaranty Life April 2011 - Present
Fidelity & Guaranty Life April 2008 - July 2011
SC&H Group 2006 - 2007
Protiviti 2004 - 2005
Office Depot 1999 - 2004
Ernst & Young May 1998 - September 1999
HSBC August 1993 - January 1997
United States Army Reserve April 1990 - May 1993
US Army August 1986 - August 1990
Skills
Essbase, Management Accounting, Portfolio Management, Valuation, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Risk Management, Financial Analysis, Financial Modeling, Budgets, Analysis, Auditing, Internal Audit, Economic Capital, Insurance, Business Process..., Process Improvement, Underwriting, Sarbanes-Oxley, Financial Audits, Credit Analysis, Financial Risk, Strategic Financial..., Operational Risk, Accounting, SEC filings, US GAAP, Finance, Governance, Financial Reporting, COSO, Financial Planning, Management, Banking, Leadership
Education
Rutgers, The State University of New Jersey-Camden 1997 — 1998
MBA, Accounting and Business/Management
State University of New York College at Buffalo 1990 — 1993
BS, Economics/Finance
training
Fidelity & Guaranty Life July 2007 - Present
Really Raw Honey August 2002 - June 2007
Skills
Accounting, Account Reconciliation
Education
Strayer University 2003 — 2006
Bachelor of Science (BS), Accounting
University of Maryland University College Current Student
Prince George's County Memorial Library System August 2014 - Present
Fidelity & Guaranty Life March 2012 - August 2014
Morgan Stanley Smith Barney June 2009 - March 2012
Skills
Organization, Customer Service, Multitasking Skills, Microsoft Office, Time Management, Written & Verbal..., Teambuilding & Training, Research, Problem Solving, Administration
Education
University of Maryland Baltimore County 2003 — 2008
Bachelor's of Arts, History
Fidelity & Guaranty Life July 2014 - Present
EY August 2002 - June 2014
Education
University of Northern Iowa 1997 — 2002
Bachelor of Science (BS), Accounting
Fidelity & Guaranty Life March 2014 - Present
Towers Watson March 2011 - February 2014
Towers Watson 1998 - February 2011
Towers Watson January 1995 - 1998
Towers Watson December 1989 - December 1994
Skills
Financial Modeling, Actuarial Science, Insurance, Risk Management, Financial Services, Life Insurance, Management, Change Management, Project Management, Financial Reporting, Client Facing Skills, Investments, Fixed Income, Software Development, Valuation, Equities, Actuarial Consulting, Software Project..., Agile Project Management, Consulting, Client Service Oriented, Client Services, Equity Indexed Annuities, Leadership
Education
The Citadel
BS, Mathematics
Union High School
Fidelity & Guaranty Life August 2015 - Present
Micro Basics LLC January 2015 - Present
ALKU Technologies April 2014 - Present
Excellerent September 2014 - December 2014
Quick Solutions June 2013 - April 2014
Accenture November 2008 - June 2013
Information Control Corporation September 2008 - October 2008
Great American Fin'l Resources Inc. (GAFRI) February 2006 - April 2008
Great American Financial Resources 2006 - 2008
Century Surety February 2005 - January 2006
Skills
Data Quality, Data Warehousing, Project Management, Business Intelligence, ETL, Business Process, Business Analysis, Insurance, SDLC, Visio, Vendor Management, Data Analysis, Process Improvement, Enterprise Architecture, SQL, IT Strategy, Access, Team Building, Requirements Analysis, Master Data Management, Negotiation, Workday, Informatica, Data Modeling, Requirements Gathering, Databases, PMP, Analysis, Integration, Enterprise Software, Data Governance, Dimensional Modeling, Management, Business Process..., ERP, Microsoft SQL Server, PMO, Solution Architecture, Software Project..., Data Integration, Architectures, Business Objects, Consulting, Information Technology
Education
Georgia State University 1982 — 1986
MBIS, Business Information Systems, 3.44
Georgia State University 1979 — 1983
Masters of Business Information Systems, 3.44
University of Utah - David Eccles School of Business 1976 — 1978
MBA, Management, 3.3
University of Utah 1974 — 1976
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.6
Business Underwriters Associates April 2013 - Present
Protective Life February 2005 - December 2012
Ash Brokerage November 2003 - May 2004
Financial Resources of America June 2002 - October 2003
Ann Arbor Annuity Exchange December 2000 - June 2002
Fidelity & Guaranty Life March 1985 - September 2000
Skills
Fixed Annuities, Insurance, Life Insurance, Strategic Partnerships, Lead Generation, Product Marketing, Sales, Strategy, Strategic Planning, Marketing, Variable Annuities, Retirement Planning, Sales Management, Training, Sales Operations, Series 6
Education
Case Western Reserve University - Weatherhead School of Management 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
University of Cincinnati 1983 — 1989
Coursework, Accounting and Finance
Walsh Jesuit High School 1978 — 1982
College/University Preparatory and Advanced High School/Secondary Diploma Program, 12
St Sebastian
Fidelity & Guaranty Life September 2013 - April 2015
UnitedHealth Group September 2011 - 2013
WellPoint September 2009 - September 2011
BCBSM 2006 - 2009
Skills
Microsoft SQL Server, SharePoint, SQL, SDLC, Data Warehousing, Visio, T-SQL, Requirements Analysis, Business Analysis, Database Design, SSIS, ETL, Databases, Business Intelligence, Data Warehouse..., Oracle, Information Technology, Vendor Management, Program Management, Process Improvement, Management, Software Development, Enterprise Architecture, Requirements Gathering, Agile Methodologies, C#, .NET
Education
Capitol College 2014 — 2016
Doctor of Science Information Assurance Student, Computer and Information Systems Security/Information Assurance
Knorr-Bremse June 2015 - Present
McCormick August 2013 - May 2015
McCormick June 2007 - August 2013
McCormick March 2006 - July 2007
McCormick February 2005 - March 2006
Oles Envelope Corporation March 1999 - February 2005
Fidelity & Guaranty Life October 1997 - March 1999
Procter & Gamble June 1992 - October 1997
Skills
Procurement, Logistics, Purchasing, Sales, Business Process, Customer Service, Marketing, Cross-functional Team..., Supply Chain, SAP, Process Improvement, Analysis, Supply Chain Management, Forecasting, Pricing, Consumer Products, Management
Education
University of Baltimore
Bachelor's degree, Business Administration and Management, General
Fidelity & Guaranty Life September 2008 - Present
New York Life Insurance Company April 2005 - September 2008
TD Ameritrade November 2002 - February 2005
Skills
Insurance, Financial Services
Education
City University of New York-Hunter College 2006 — 2008
Master of Science (M.S.), Urban Studies/Affairs
Connecticut College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Fidelity & Guaranty Life July 2009 - Present
Old Mutual Financial Network June 2008 - August 2008
Education
Towson University 2005 — 2009
B.S., Mathematics, Actuarial Science and Risk Management
Fidelity & Guaranty Life January 2012 - Present
Fidelity & Guaranty Life March 2010 - December 2011
Fidelity & Guaranty Life March 2005 - March 2010
TRANSAMERICA LIFE INSURANCE COMPANY (formerly AEGON INSURANCE GROUP) December 2001 - March 2005
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Insurance, Corporate Finance, Life Insurance, Financial Modeling, Microsoft Excel, Underwriting, Variance Analysis, Financial Risk, Project Management, Analysis, Risk Management, Process Improvement, Business Analysis
Education
The Johns Hopkins University - Carey Business School 1998 — 2001
MBA, Finance
LeMoyne College 1990 — 1994
BA, History
Fidelity & Guaranty Life September 1993 - Present
Old Mutual Financial Network September 1993 - April 2011
Fidelity and Guaranty Life Insurance Company September 1993 - January 2007
United Pacific Life Insurance Company May 1990 - September 1993
Union Fidelity Life Insurance Company May 1987 - May 1990
Skills
Actuarial Science, Fixed Annuities, ALM, Investments, Risk Management, Life Insurance, Retirement Planning, Financial Risk, Financial Analysis, Embedded Value, Portfolio Management, Insurance, Reinsurance, Variable Annuities, Financial Services, Financial Modeling
Education
Lebanon Valley College 1984 — 1988
BS, Actuarial Science
Fidelity & Guaranty Life September 2012 - Present
COUNTRY ® Financial February 2011 - September 2012
Dell Perot Systems November 2000 - September 2010
Skills
Business Analysis, Business Process..., Change Management, Customer Service, Financial Services, Insurance, Leadership, Life Insurance, Management, Marketing, Process Improvement, Project Management, Risk Management, Sales, Strategic Planning, Vendor Management
Education
University of Nebraska at Kearney 1995 — 1998
Bachelor's, Business Management
Fidelity & Guaranty Life November 2013 - Present
American Advantage Insurance January 2012 - November 2013
AXA Equitable September 2008 - February 2011
AXA Equitable January 2007 - September 2008
AXA Equitable September 2004 - December 2006
Skills
Annuity, Annuities, Financial Advisory, Series 6, Series 63, Strategic Account..., External Wholesaler, Relationship Manager, Retirement Planning, Fixed Annuities, Life Insurance, Mutual Funds, Investments, Variable Annuities, 401k, Investment Advisory, Insurance, Wealth Management, Asset Allocation, Retirement, Securities, Investment Strategies, IRAs
Education
Skidmore College 2002 — 2004
Bachelor's, Economics/Business
Westminster School 1995 — 1999
Voya Investment Management March 2014 - Present
ING Investment Management February 2012 - March 2014
Fidelity & Guaranty Life April 2011 - February 2012
Old Mutual Financial Network March 2008 - April 2011
Ernst & Young September 2005 - December 2007
Skills
Financial Reporting
Education
Loyola University Maryland 2001 — 2005
BBA, Accounting
Genworth Financial December 2013 - Present
National Life Group August 2012 - November 2013
Insurance Insight Group June 2004 - August 2012
Fidelity & Guaranty Life January 1988 - May 2004
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement, Long-term Care, Retirement Planning, Whole Life, Term Life Insurance, Reinsurance, Mutual Funds, Universal Life, Series 63, Disability Insurance, Financial Services, IRAs, Property & Casualty..., Variable Annuities, Health Insurance, Strategic Financial..., Strategic Planning, Risk Management, Marketing Strategy
Education
Loyola University Maryland 1994 — 1997
MBA, Business Administration
McDaniel College 1984 — 1987
BA, Mathematics
Towers Watson April 2013 - Present
Fidelity & Guaranty Life March 2011 - Present
Alvarez & Marsal January 2010 - March 2013
Bridgepointe LLC January 2007 - January 2010
Sherwood Solutions LLC January 2003 - January 2007
Ernst & Young LLP September 1998 - November 2002
Skills
Board of Directors, Strategic Planning, Life Insurance, Property & Casualty..., Organizational Design, Organizational..., Enterprise Risk..., Risk Analytics, Risk Management, Capital Markets, Mergers & Acquisitions, Account Management, Key Account Development, Strategic Account..., International Business, International..., Corporate Governance, Strategic Leadership
Education
University of Michigan Business School
Executive Corporate Finance Program, Finance
University of Delaware 1977 — 1981
BA
Athene USA April 2015 - Present
Fidelity & Guaranty Life September 2014 - April 2015
Submittal Exchange August 2013 - April 2014
Submittal Exchange April 2012 - August 2013
MetLife September 2006 - April 2012
Fleming's Prime Steakhouse & Wine Bar February 2006 - September 2010
Skills
Salesforce.com, Customer Service, Training, Outlook, Management, Leadership, Time Management, Project Management, Microsoft Office, Microsoft Excel, Budgets, Microsoft Word, PowerPoint, Team Building, Strategic Planning, SQL, DBVisualizer, JIRA, Confluence, Teamwork
Education
Des Moines Area Community College 2003 — 2005
Associate of Arts (AA), Culinary Arts
Indianola High School 2000 — 2003
Fidelity & Guaranty Life July 2014 - Present
Athene USA October 2013 - July 2014
Aviva USA January 2011 - September 2013
Aviva USA January 2010 - December 2011
Aviva USA January 2008 - December 2009
Aviva USA November 2006 - December 2007
AmerUs Group January 2004 - November 2006
AmerUs Group May 2001 - December 2003
Indianapolis Life Insurance Company 1987 - 2001
Firstmark Financial Group 1987 - 1987
Skills
Change Management, Financial Reporting, IFRS, ALM, Insurance, Strategic Leadership, Finance Transformation, Performance Management, Trusted Business Partner, Investment Management, Treasury Management, Audit Management, Risk Management, Strategic Planning, Planning Budgeting &..., High Performance Teams, Customer-focused, Business Integration, Operational Improvement, Manage Complex Projects, Corporate Finance, Financial Results, Financial Statement..., Financial Analysis, Financial Operations, Internal Controls, P&L Financial Management, Strategic Finance, US GAAP, Statutory Accounting, Fixed Income Portfolio..., Building Organizational..., Driving Performance, Executive Presentations, Internal & External..., Senior Executive..., Leadership Management, Senior Finance, Performance Culture, Strategy to Execution, CFOs, Controllers, Treasurers, MBA, Chartered Financial..., CMA, CPA, Drive Results, Work in A Fast-paced..., Self-motivated Team...
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA), Finance and Marketing
Indiana University Bloomington
Bachelor of Science (BS), Accounting
Fidelity & Guaranty Life September 2014 - Present
Hanger Orthopedic Group October 2006 - September 2014
Comsys IT Services June 2004 - October 2006
NASD (EDS Contract) July 1998 - June 2004
NASD 1998 - 2004
Skills
Mergers Analysis, Active Directory, Requirements Analysis, Mergers, Server Architecture, Storage Area Networks, Servers, Windows Server, Microsoft Exchange, System Administration, Networking, Disaster Recovery, Software Documentation, Switches, Mergers & Acquisitions, Troubleshooting, Windows, IT Strategy, Infrastructure, VMware, SAN, Data Center, Virtualization, Cloud Computing, IT Management, Routing, Storage, Network Design, ITIL, Security, Technical Support, Vendor Management, Enterprise Architecture, IT Operations, Citrix Netscaler Load..., Firewalls, VMware ESX, Integration, DNS, Cisco Technologies, Group Policy, SharePoint, System Deployment, Unix, Citrix, IT Service Management, Routers, Network Administration, Hardware, VPN
Education
University of Maryland College Park
BA, Economics
University of Maryland University College 2010 — 2015
MA, Management: Information Systems and Services
Fidelity National Information Services May 2015 - Present
Accume Partners October 2013 - February 2015
Accume Partners March 2005 - October 2013
Legg Mason May 1999 - June 2004
Fidelity & Guaranty Life November 1998 - April 1999
USF&G Insurance November 1997 - November 1998
USF&G Insurance June 1996 - November 1997
USF&G Insurance February 1995 - June 1996
USF&G Insurance August 1993 - February 1995
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Enterprise Risk..., US GAAP, SEC filings, Insurance, GAAP, Risk Assessment, Accounting, Financial Accounting, COSO, Account Reconciliation, External Audit, CPA, Risk Management, Project Management, Microsoft Excel, Due Diligence, Financial Reporting, Financial Audits, Financial Statements, Vendor Management, Process Improvement, Corporate Governance, Business Process..., Access Database, Broker-Dealer, Process Flow Charts, Data Mining, Account Management, Contract Negotiation, Profit Margins, Finance, Banking, Operational Risk, Compliance, Audit, ERM, COSO Framework, Financial Services
Education
University of Maryland Francis King Carey School of Law 1997 — 2001
JD, Law
Kent State University 1990 — 1991
MBA, Business
Kent State University 1986 — 1990
BBA, Accounting
Fidelity & Guaranty Life February 2014 - December 2014
Towson University August 2013 - May 2014
Towson University August 2013 - May 2014
Towson University September 2012 - January 2013
Skills
Applied Mathematics, Actuarial Science, Research, Bloomberg Terminal, Java, Teamwork, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access, Dependable Team Player, Pure Mathematics, Mathematics
Education
Towson University 2012 — 2014
Bachelor of Science (B.S.), Actuarial Science and Risk Management, Class of 2014
The Community College of Baltimore County 2009 — 2011
Associate of Science (A.S.), Mathematics
Fidelity & Guaranty Life March 2014 - Present
Des Moines Pastoral Counseling Center February 2014 - Present
OneNeck IT Solutions, a TDS Company January 2014 - March 2014
Vital Support Systems, a TDS Company April 2011 - January 2014
Nationwide Insurance 2009 - 2011
Children & Family Urban Movement 2006 - 2009
Nationwide Insurance 2004 - 2009
Nationwide Agribusiness 2001 - 2004
Westaff 1999 - 2001
National Therapy Services 1998 - 1999
Skills
Performance Management, Recruiting, Human Resources, Leadership, Employee Relations, Onboarding, Employee Benefits, Talent Acquisition, Talent Management, Training, Staff Development, Compensation & Benefit, Customer Service, Personnel Management, Technical Recruiting, Organizational..., Leadership Development, Deferred Compensation, Benefits Administration, Applicant Tracking..., Sourcing
Education
Simpson College 1981 — 1985
BACHELOR OF ARTS, Criminal Justice Major; Criminal Justice
Fidelity & Guaranty Life May 2014 - Present
Prudential Financial February 2011 - May 2014
The Hartford February 2011 - January 2013
ING January 2010 - December 2010
ADP March 2009 - January 2010
ING December 2006 - October 2008
ING September 2003 - December 2006
ING June 2000 - September 2003
ING October 1998 - June 2000
Seligman Data Corp December 1997 - October 1998
Skills
Key Account Management, Business Development, Relationship Management, Strategy, Marketing Strategy, Sales Process, Product Launches, Sales Operations, Life Insurance, Wealth Management, Financial Services, Retirement, Sales, Sales Presentations, CRM, Leadership, Sales Management, Fixed Annuities, Series 63, Mutual Funds, Insurance, Training, Finance, Series 6, Consultative Approach, New Business Development, Strategic Planning, Negotiation, Project Management, Coaching, Management, Banking, Annuities, C-Level Relationships, Building Relationships, Sales Rep Training, FINRA, Product Launch, Recruiting, Series 26, Investments
Education
State University of New York College at Oneonta 1988 — 1992
BS
State University of New York College at Oneonta 1988 — 1992
Bachelor of Science (B.S.)
Laureate Online Education June 2014 - Present
The Green Group LLC January 2009 - Present
TEKsystems February 2014 - June 2014
basys, inc. April 2013 - February 2014
Videology Group May 2012 - February 2013
Welcome Technologies, Inc March 2010 - June 2012
Fidelity & Guaranty Life October 2011 - May 2012
Office of the Chief Technology Officer, Government of the District of Columbia 2012 - 2012
Deutsche Bank March 2010 - October 2011
G1440 April 2007 - March 2010
Skills
Usability Design, A/B testing, Information Architecture, Software Design, Compliance, Web Analytics, Performance Metrics, Marketing Communications, Focus Groups, Decision Making, Analytics, Google Analytics, Team Motivator, Gantt, MS Project, Project Planning, Software Project..., Infrastructure Projects, Web Infrastructure, Web 2.0, Content Management, Web Content Management, Content Writing, Enterprise Software, Enterprise Content..., Wordpress, Drupal, Umbraco, Site Development, Social Networking, Social Media, Social Entrepreneurship, SOW, Contract Negotiation, Negotiation, Web Development, Web Services, EFT, Agile Project Management, Scrum, RAD, Requirements Management, Agile Methodologies, Business Analysis, SDLC, SharePoint, Integration, Requirements Gathering, SQL, Oracle
Education
University of Pennsylvania 1997 — 2001
Bachelor of Science & Engineering, Systems Engineering
Central High School 1994 — 1997
Fidelity & Guaranty Life November 2011 - Present
ING July 2009 - January 2012
ING November 2006 - June 2009
ING USFS 2004 - 2006
Independent Consultant 2003 - 2004
American General / AIG 1999 - 2002
GE Financial Assurance 1996 - 1999
GE Capital Mortgage Services 1994 - 1996
GE Capital Audit Staff 1991 - 1994
GE 1989 - 1991
Skills
Change Management, Insurance, Strategic Planning, Leadership, Business Process, Six Sigma, Strategy, Process Improvement, Enterprise Software, Business Development, Financial Services, Team Management, Analysis, Management Consulting, Lean Manufacturing, Business Process..., Risk Management, Project Management, Mergers, Banking, Financial Risk, Human Resources, Business Analysis, Business Strategy, Mergers & Acquisitions
Education
The Ohio State University Fisher College of Business 1985 — 1989
B.S., Finance and Economics
Writer September 2008 - Present
MetLife 2000 - 2007
The MONY Group 1995 - 2000
F&G Securities, Inc. 1992 - 1995
USF&G 1985 - 1995
Fidelity & Guaranty Life 1985 - 1995
Skills
Public Speaking, Mergers & Acquisitions, Strategy, Product Development, Marketing, Press Releases, Project Management, Marketing Strategy, Six Sigma, Editing, Blogging, Copy Editing, Strategic Planning
Education
Loyola University Maryland 1987 — 1989
MBA
St. Lawrence University 1979 — 1983
BA, Econonomics
St. Andrews School 1975 — 1979
Prep
Grace Church School 1961 — 1975
Fidelity & Guaranty Life January 2014 - Present
Fidelity & Guaranty Life March 2012 - December 2013
Aon Hewitt 2005 - March 2012
World Class Learning Materials, Inc. 2000 - 2005
Monumental Life Insurance Company 1998 - 2000
Skills
Sales, CRM, Marketing, Insurance, Account Management, Salesforce.com, Strategic Planning, Product Development, Leadership, Competitive Analysis, Employee Benefits, Business Development, Business Analysis, Management, Retirement Planning, Strategy, Life Insurance
Education
Loyola University Maryland, Sellinger School of Business
MBA
Towson University
Drexel University 1994 — 1997
Calvert Hall College High School 1987 — 1994
Fidelity & Guaranty Life February 2014 - Present
ING US October 2011 - February 2014
Davis Life Brokerage April 2011 - October 2011
Triumph Financial Group December 2010 - October 2011
Aviva Life and Annuity November 2005 - November 2010
Aviva April 1992 - November 2010
Aviva 1992 - 2010
AmerUs Life June 2000 - November 2005
Delta Life and Annuity January 1998 - January 2003
Delta Life and Annuity 1992 - 1999
Skills
Training Delivery, Series 7, Series 24, Securities, Training, Financial Services, Sales, Business Development, Strategic Financial..., Disability Insurance, Employee Benefits, Executive Management, FINRA, Mutual Funds, Management, Life Insurance, Investments, Insurance, Fixed Annuities, Financial Planning, Finance, Retirement Planning, Retirement, Relationship Management, Recruiting, Sales Process, Selling, Term Life Insurance, Underwriting, Variable Annuities
Education
University of Iowa 1985 — 1990
B.S, Political Science
Transition Partners Co. January 2008 - Present
Fidelity & Guaranty Life December 2012 - September 2013
The Bennett-Murphy Group LLC January 2007 - December 2007
BearingPoint, Inc. November 1999 - December 2006
EMI Music Publishing January 1991 - October 1999
ADP Brokerage Services (now Broadridge) November 1989 - October 1990
PaineWebber May 1982 - October 1989
Skills
IT Strategy, Project Management, Process Improvement, CRM, Project Portfolio..., Requirements Gathering, Leadership, IT Management, Program Management, Management, IT Service Management, Business Process..., Outsourcing, Consulting
Education
Boston College
BA, Mathematics
Fidelity & Guaranty Life June 2014 - Present
Vintage Wine and Spirits February 2013 - Present
Davis Life Brokerage September 2008 - May 2012
Wells Fargo Home Mortgage August 2007 - January 2009
MetLife Investors March 2001 - July 2007
Skills
Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Retirement, Long-term Care, Financial Planners, Financial Advisory, Sales, Marketing, Insurance Brokerage, Social Media Marketing, Building Relationships, Underwriting, Sales Presentations, Online Advertising, Wine & Spirits Industry, Social Media, Event Planning, Event Management, Customer Service, Wine, Small Business Online..., Retail, Variable Annuities, Lead Generation, Email Marketing, Marketing Communications, Salesforce.com, Sales Management, Business Networking, Management, Financial Services, Brokers
Education
Des Moines Area Community College 2012 — 2014
Associate's Degree, Marketing
Des Moines Area Community College 2011 — 2013
Associate's Degree, Operations Management and Supervision
Des Moines Area Community College 2011 — 2013
Diploma, Human Resources Management and Services
University of Iowa
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Transamerica September 2015 - Present
Transamerica February 2015 - August 2015
Fidelity & Guaranty Life September 2014 - December 2014
Johns Hopkins University May 2014 - August 2014
China Guangfa Bank March 2013 - June 2013
Skills
Actuarial Science, SQL, PL/SQL, SAS, MoSes, C++, VBA, Microsoft Excel, R, LaTeX, Data Analysis, Statistics, Probability, Stochastic Processes, Optimization, Financial Derivatives, Time Series Analysis, Relational Databases, Machine Learning, Statistical Modeling, Life Insurance, Pricing, Financial Reporting
Education
The Johns Hopkins University 2013 — 2014
Master's Degree, Applied Mathematics and Statistics
Curtin University 2011 — 2013
Bachelor's degree, Actuarial Science
Zhongnan University of Economics and Law 2008 — 2012
Bachelor's degree, Computer and Information Sciences, General, Overall GPA: 3.53 Major GPA: 3.85
National Agents Alliance Corporate July 2002 - Present
Mutual of Omaha June 2009 - Present
Foresters 2004 - Present
TimeProperties January 2004 - Present
National Agents Alliance Corporate July 2002 - Present
Fidelity & Guaranty Life 2002 - Present
Erwin Mills Inc. May 1986 - July 1997
Skills
Insurance, Leadership Development, Marketing, Life Insurance, Leadership, Disability Insurance, Recruiting, Strategic Planning, Team Building, Fixed Annuities, Sales, Public Speaking, Small Business, Coaching, Customer Service, Management, Universal Life, Training, Strategic Financial..., Term Life Insurance, Employee Benefits, Risk Management, New Business Development, Health Insurance, Whole Life, Sales Management
Education
North Carolina State University 1982 — 1986
Bachelor of Science (B.S.), Textile Science
Western Alamance High School 1978 — 1982
Fidelity & Guaranty Life 2007 - Present
Lord, Bissell & Brook 1986 - 2007
Skills
Mergers, Fixed Annuities, Life Insurance, Risk Management, Insurance
Education
DePaul University College of Law
Fidelity & Guaranty Life April 2011 - Present
Old Mutual Financial Network January 2008 - April 2011
Honeywell Technology Solutions Inc January 2001 - December 2007
Pace Incorporated August 1997 - December 2000
Northrop Grumman March 1986 - July 1997
Skills
Personnel Management, Performance Management, Employee Relations, Talent Management, Leadership Development, Human Resources, Deferred Compensation, Organizational..., Employee Benefits, Organizational Design, Labor Relations, Leadership, Change Management, Strategic HR, HR Policies, Management
Education
The Johns Hopkins University - Carey Business School 2004 — 2005
Graduate Certificate, Organization Development & Facilitation
University of Maryland University College 1995 — 1998
Business/Human Resources
Columbia Union College
BS, Business Administration
Fidelity & Guaranty Life January 2013 - Present
Fidelity & Guaranty Life January 2009 - January 2013
Great American Financial Resources September 2006 - December 2008
Lincoln Financial Group January 2002 - September 2004
Travelers Life & Annuity January 2001 - January 2002
Sage Life Insurance January 2000 - January 2001
Nationwide Financial August 1989 - January 2000
Education
University of Louisville 1983 — 1984
MA Mathematics, Combinatorics
Fidelity & Guaranty Life November 2014 - Present
North Polk Board of Education September 2006 - Present
Athene USA June 2011 - November 2014
John Deere March 2013 - November 2013
Edgewater Technology January 2012 - January 2013
Aviva plc September 2010 - July 2011
Nationwide Insurance June 2006 - October 2010
MetLife June 2001 - June 2006
Modis April 1998 - February 2001
Johnson & Higgins/Kirke Van Orsdel May 1993 - April 1998
Skills
IT Management, IT Strategy, Integration, Program Management, PMP, SDLC, Business Analysis, Management, Vendor Management, Strategic Planning, Project Management, Leadership, Talent Management, Software Development, Agile Methodologies, Risk Management, Disaster Recovery
Education
University of Northern Iowa
BA, Information Systems
Fidelity & Guaranty Life April 2015 - Present
Fidelity & Guaranty Life March 2013 - April 2015
Fidelity & Guaranty Life July 2007 - March 2013
Nationwide Financial Network 2004 - 2007
Providentmutual Life Insurance Company 2002 - 2004
Provident Mutual 1998 - 2002
MBNA September 1996 - May 1998
Independence Blue Cross 1978 - 1996
Skills
SDLC, Strategic Financial..., Visio, Insurance, Risk Management, Team Leadership, Budgets, Process Improvement, Business Analysis, Leadership, Change Management
Education
Strayer University 2006 — 2011
MS IS, Information Systems
Eastern University 1995 — 1996
Bachelor of Arts, Organizational Management
Legg Mason September 2015 - Present
Resilient October 2014 - June 2015
PHH Arval April 2011 - December 2013
T. Rowe Price - Retirement Plan Services December 2006 - April 2011
T. Rowe Price October 2004 - November 2006
T Rowe Price June 2003 - October 2004
T. Rowe Price March 2001 - June 2003
T. Rowe Price June 1999 - June 2003
Fidelity & Guaranty Life June 1992 - May 1998
Education
University of Notre Dame - Mendoza College of Business 1998 — 1999
MBA
Loyola University Maryland 1988 — 1992
BBA
Fidelity & Guaranty Life June 2014 - Present
Fidelity & Guaranty Life March 2014 - June 2014
Marsh & McLennan Companies, Inc. February 2012 - September 2013
Davids Bridal December 2011 - March 2012
Wells fargo July 2009 - November 2011
Skills
Customer Service, Insurance, Call Centers, Receptionist Duties, Risk Management, Collections, Legal Assistance, Contract Management, Banking, Credit, Fraud, Financial Analysis, Financial Risk, Auditing, Program Management, Disability Insurance, Employee Benefits, Health Insurance, Leadership, Financial Planning, Life Insurance, Retirement, Retirement Planning, Sales, Term Life Insurance, Team Building
Education
Ashworth College 2013 — 2015
Associate of Science (AS), Paralegal Studies
Fidelity & Guaranty Life June 2015 - Present
Publix Super Markets November 2014 - July 2015
Alaska USA Federal Credit Union December 2010 - October 2014
Wostmann & Associates, Inc. March 2005 - February 2009
King County May 2004 - August 2004
Breakwater Security September 2002 - May 2004
Lumin Technologies 2000 - 2001
Skills
Security, Disaster Recovery, Information Security, Business Analysis, Computer Security, Project Management, Management, IT Service Management, Security Awareness, ASP.NET, Strategic Planning, Information Security..., CISSP, Analysis, Data Warehousing, Network Security, Training, IT Management, IT Audit, Active Directory, Vulnerability Management, ITIL, Information Technology, PCI DSS, Security Architecture..., ISO 27001, Enterprise Architecture, Vulnerability Assessment, Penetration Testing, IT Strategy
Education
Hawaii Pacific University 1997 — 1997
Bachelors of Science, Computer Science
Fidelity & Guaranty Life June 2015 - Present
City Wide Maintenance August 2013 - September 2014
Montgomery County Bar Foundation August 2012 - July 2013
Skills
Accounting, Accounts Payable, Microsoft Excel, Budgets, Payroll, Leadership, Microsoft Office, Microsoft Word, PowerPoint, QuickBooks, Teamwork, Time Management
Education
Towson University 2013 — 2015
Fidelity & Guaranty Life February 2014 - Present
Skills
Building Relationships, Sales Recruitment, Attention To Detail, Team Leadership, Product Support, Annuities, Fixed Annuities, Retirement Planning, Estate Planning, Recruiting, Strategic Financial..., Wealth Management, IRAs, Portfolio Management, Insurance, Relationship Management, Life Insurance, Retirement, Disability Insurance, Variable Annuities, Long-term Care, Investments, Financial Advisory, Securities, 401k, Series 6, Term Life Insurance, Financial Planners, Series 63, Asset Allocation, Investment Advisory, Investment Strategies, Wealth, Long Term Care Insurance, Series 7, Wealth Accumulation, Financial Services, Health Insurance, Universal Life, FINRA, Mutual Funds, Series 65, Whole Life, Financial Planning, Sales, Marketing, Strategic Planning, Customer Service, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
Bachelor of Business Administration, Marketing
MHS
Fidelity & Guaranty Life June 2015 - Present
RLTV 2011 - Present
Cobham Microwave January 2007 - May 2009
Intake Case Manager June 2004 - January 2007
Skills
Social Media, Event Planning, Social Networking, Blogging, Facebook, Administrative..., Affiliate Marketing, Affiliate Relations, Editing, PowerPoint, Microsoft Word, Television, Public Speaking, Keynote, Executive Level..., Microsoft Excel, SNL, Marketing Communications, Social Media Marketing, Marketing, Strategic Planning, Sales, Marketing Strategy
Education
Morgan State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity & Guaranty Life June 2015 - Present
Opower February 2014 - June 2015
Principal Financial Group May 2013 - February 2014
Principal Financial Group May 2012 - May 2013
The Weitz Company August 2011 - January 2012
John Deere Financial April 2011 - August 2011
Golf Galaxy August 2008 - March 2011
Skills
Accounts Payable, Accounts Receivable, Access, PowerPoint, Outlook, Microsoft Office, Teamwork, Team Leadership, Facebook, Microsoft Excel, Social Networking, Leadership, Budgets, Finance, Accounting, Analysis, Event Planning, Auditing, Account Reconciliation, Customer Service, Social Media, US GAAP reporting, Financial Accounting, Financial Reporting, PeopleSoft, Hyperion Enterprise, Business Objects, Essbase, Peachtree, JD Edwards, Microsoft SQL Server, Insurance, Policy Analysis, Budgeting, File Management, Microsoft Word, Copying, Document Scanning, Retail, Twitter, Gmail, Tumblr, LinkedIn
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (M.B.A.)
Drake University 2009 — 2013
Bachelor, Business Administration Accounting and Finance Majors
Richmond, The American International University in London 2012 — 2012
Study Abroad, Interdisciplinary, Accounting/Finance
Fidelity & Guaranty Life June 2014 - Present
Iowa Student Loan June 2013 - May 2014
etrailer.com / Bropfs Home Sales February 2010 - May 2013
Skills
Call Centers, Microsoft Excel, Customer Service, Student Financial Aid, Outlook, PowerPoint, Microsoft Word, Loan Servicing, New Business Development, Microsoft Office, Telephone Skills
Education
AIB College of Business 2004 — 2006
Associate's degree, Business Administration and Management, General
Fidelity & Guaranty Life April 2015 - Present
Brokers International April 2014 - April 2015
Athene Holdings April 2005 - April 2014
Office of Auditor of State of Iowa June 1997 - April 2005
Skills
investment accounting, auditing, solvency II, SAS70, SOC 1, Oracle, PAM for Securities, PAM for Mortgages, STAT, IFRS, insurance, Team Leadership, FAS 157, ifrs 7, Accounting, Auditing, Solvency II, Insurance, Financial Reporting, Fixed Income, Financial Analysis, Financial Audits, Leadership, Account Reconciliation, Risk Management, Bloomberg, Management, Portfolio Management, Fund Accounting, Financial Statements, Internal Controls, US GAAP, Asset Management, Sarbanes-Oxley Act, Enterprise Risk..., Fund Of Funds, Hedge Funds, Investments, Derivatives, Financial Services, Financial Accounting, Alternative Investments, External Audit, Finance, Middle Office, Bloomberg Terminal, Securities, Statutory Accounting, General Ledger, Bonds
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2014
Masters of Business Administration
Iowa State University - College of Business 1993 — 1997
Accounting, Accounting, Finance
Ankeny High School 1989 — 1993
Assurity Life Insurance Company July 2015 - Present
Fidelity & Guaranty Life September 2006 - July 2015
WEbMD/MacPractice April 2005 - September 2006
Farmers Mutual Insurance January 2004 - April 2005
Skills
Sales, Microsoft Excel, Public Speaking, Insurance, Leadership, Fixed Annuities, Disability Insurance, Customer Service, Health Insurance
Education
University of Nebraska-Lincoln 1987 — 1991
Bachelor’s Degree, Psychology; English
Aspen Athletic Clubs June 2011 - Present
Fidelity & Guaranty Life March 2015 - Present
Global Atlantic Financial Group Limited October 2013 - March 2015
Aviva USA July 2012 - March 2015
Aviva USA July 2011 - July 2012
Z.E.N. Pet Care May 2007 - November 2010
Programs In Counseling, Resources for Human Development August 2005 - May 2007
Skills
Leadership, Marketing, Life Insurance, Budgets, Insurance, Sales, Training, Entrepreneurship, Employee Benefits, Process Improvement, Insurance Brokerage, Management, Term Life Insurance, CRM, Customer Service, Team Building, Business Development, New Business Development, Interviews, Permanent Life Insurance, Recruiting, Underwriting, Account Management, Fixed Annuities, Customer Retention, Financial Planning, Business Planning, Strategic Planning
Education
Muhlenberg College 2001 — 2005
B.A., Psychology, Dance
Valley High School
Mercer September 2014 - Present
Fidelity & Guaranty Life June 2014 - September 2014
University of Nebraska–Lincoln August 2012 - May 2014
Self-employed private tutor August 2009 - May 2014
Simpson College January 2009 - May 2012
North Carolina State University May 2011 - August 2011
Center of Undergraduate Research in Mathematics August 2010 - May 2011
Valparaiso University May 2010 - August 2010
Skills
Research, Analytics, Mathematics, Statistics, Teaching, Public Speaking, Time Management, Tutoring, Curriculum Design, Classroom, Curriculum Development, Critical Thinking, Organization, Written & Oral..., Scientific Writing, Mathematical Modeling, Mathematical Biology, Mathematical Analysis
Education
University of Nebraska-Lincoln 2012 — 2014
Master’s Degree, Mathematics, Biology
Simpson College 2008 — 2012
Bachelors of Arts, Honors in Mathematics, Secondary Education
Pocahontas Area
Fidelity & Guaranty Life June 2013 - Present
Aviva USA Corporation September 2010 - December 2011
PricewaterhouseCoopers July 1969 - June 2007
Skills
Governance, Due Diligence, Risk Management, Mergers and Acquisitions, Auditing, Internal Controls, Enterprise Risk..., Financial Reporting, Accounting, Financial Accounting, Internal Audit, Financial Analysis, Business Process..., Strategic Financial..., Financial Audits, Managerial Finance, IFRS, Management Consulting, Financial Risk
Education
Indiana University Bloomington 1965 — 1972
Bachelor of Science (BS), Master of Business Administration (MBA), Accounting
Fidelity & Guaranty Life July 2009 - Present
Chevron June 2008 - January 2009
Skills
SSIS, Data Warehousing, Database Design, Business Intelligence, Analysis Services, SQL Tuning, SSRS, Databases, Data Integration, T-SQL, Microsoft SQL Server, Dashboard, SQL, Business Intelligence..., Performance Tuning, ETL, Biml, Tableau, PowerCenter, SDLC, Database Administration, OLAP, SSAS, Data Visualization, SharePoint, Disaster Recovery, Information Delivery
Education
Fairleigh Dickinson University
Master of Science (MS), Computer Science
Jawaharlal Nehru Technological University
Bachelor of Technology (BTech), Computer Science and Information Technology
Fidelity & Guaranty Life September 2007 - Present
Prometric May 2003 - September 2007
Citifinancial June 2002 - March 2003
Skills
Essbase, Hyperion Planning, Hyperion Financial..., Hyperion EPM, Smartview, Hyperion Planning..., Financial Analysis, Business Analysis, Forecasting, Financial Reporting, Executive Reporting, Sarbanes-Oxley Act, Variance Analysis, Hyperion, Sarbanes-Oxley, Finance, Analysis, Process Improvement, Financial Planning, Budgeting, Financial Statements, Management, Shared Services, Risk Management, Accounting, Hyperion Financial...
Education
Susquehanna University 1993 — 1997
Bachelor of Science (BS), Finance
Fidelity & Guaranty Life May 2012 - Present
World T.E.A.M. Sports November 2011 - October 2013
1837 Media, Inc November 2011 - May 2012
MetLife April 1997 - July 2011
Monitor Group 1993 - 1997
Skills
Strategy, Life Insurance, Leadership, Digital Media, Insurance, Fixed Annuities, Business Development, Strategic Financial..., Strategic Planning, Digital Marketing, Retirement Planning, Retirement, Mobile Applications, Mobile Devices, Social Media Marketing, Non-profit Leadership, Financial Services, Digital Video, Social Media, Finance, Term Life Insurance, Integrated Marketing, Disability Insurance, Estate Planning, Mobile Design, 401k, Long Term Care Insurance, Change Management, Long-term Care, Mergers & Acquisitions, Marketing, Amazon Web Services..., iOS Development, Web Development, Web Design, Web Services, WordPress, Video Production, HubSpot, Content Marketing, Email Marketing, Financial Planning, Github, Node.js
Education
Cornell Law School 1988 — 1991
J.D.
Princeton University 1983 — 1987
A.B., History
Fidelity & Guaranty Life March 2015 - Present
Sammons Financial Group Member Companies May 2013 - March 2015
State Farm Insurance January 2012 - May 2013
Amerishield January 2011 - January 2012
Johnson Brothers Wine and Spirits June 2008 - July 2010
Beverage Distributors December 1998 - February 2008
Skills
Medicare Supplements, Indexed Annuities, Health Insurance, Retirement Planning, Long Term Care, Dental Coverage, Term Life Insurance, Universal Life, Annuities, Insurance, Dental, Retirement, Sales Management, Strategic Planning, New Business Development, Customer Relations, Health, Account Management, Medicare, Fixed Annuities, Customer Service, Long-term Care, Sales, Life Insurance, Wealth, Financial Planners, Disability Insurance
Education
Briar Cliff University 1991 — 1993
Business Management, Psychology
The University of South Dakota 1989 — 1991
Business Management
T. Rowe Price December 2014 - Present
Deutsche Bank November 2013 - November 2014
Fidelity & Guaranty Life June 2013 - November 2013
Videology June 2011 - May 2013
T. Rowe Price April 2007 - June 2011
Spectrum K12 School Solutions January 2006 - April 2007
VIPS September 1999 - December 2005
Skills
SDLC, Business Analysis, Analytics, Visio, Requirements Analysis, Requirements Gathering, Agile Methodologies, Software Project..., SQL, Project Management, Web Analytics, Process Improvement, Data Analysis
Education
Loyola University Maryland 2002 — 2004
MBA, e-Commerce
Loyola University Maryland 1993 — 1997
BBA, Management Info. Systems
Assumption University of Thailand 1996 — 1996
Study Abroad
Cathedral Prep 1989 — 1993
Fidelity & Guaranty Life June 2014 - Present
Aviva Investors North America April 2012 - June 2014
Aviva Investors North America December 2005 - April 2012
Tata Consultancy Services July 2002 - August 2004
Skills
Derivatives, Equities, Quantitative Finance, Fixed Income, Bloomberg, Financial Modeling, Equity Derivatives, Portfolio Management, Equity Research, Valuation, Asset Managment, Capital Markets, Interest Rate..., Credit Derivatives, Risk Management, Market Risk, Options, Investment Banking, Trading, VBA, Hedging
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Economics and Analytical Finance
Indian Institute of Technology, Kanpur 1998 — 2002
Bachelor of Technology (B.Tech.), Materials Science
Fidelity & Guaranty Life February 2015 - Present
Drake University April 2014 - February 2015
Wells Fargo Home Mortgage June 2013 - April 2014
Aviva USA December 2011 - June 2013
Aviva USA November 2010 - November 2011
Professional Project Partners (On assignment at Aviva USA) November 2006 - November 2010
Wells Fargo Home Mortgage June 2001 - November 2006
Wells Fargo Home Mortgage April 2000 - May 2001
Norwest Mortgage / Wells Fargo Home Mortgage June 1996 - April 2000
BP Amoco September 1995 - May 1996
Skills
Leadership
Education
Iowa State University
Devry Institute of Technology
Fidelity & Guaranty Life August 2011 - Present
WilmerHale September 2006 - August 2009
Dechert LLP 2005 - 2006
Clifford Chance 2000 - 2005
Clifford Chance US LLP 2000 - 2005
Skills
Litigation, Securities Regulation
Education
Cornell Law School 1997 — 2000
JD
Hobart and William Smith Colleges 1991 — 1994
BA, French
Choate Rosemary Hall 1988 — 1991
Choate Rosemary Hall 1988 — 1991
Fidelity & Guaranty Life March 2008 - Present
Principal Financial Group January 1995 - March 2008
Pioneer Hi-Bred 1988 - 1995
Skills
Business Intelligence
Education
Arizona State University 1986 — 1988
B.S, Computer Information Systems
Iowa State University
The Abell Foundation September 2014 - Present
Fidelity & Guaranty Life June 2013 - September 2014
Cherry Creek Family Offices October 2011 - March 2013
Fortress Investment Group November 2007 - July 2011
Mahoney Cohen November 2005 - November 2007
Camp Manitou 2002 - 2004
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, GAAP
Education
Bucknell University 2001 — 2005
Lexington High School 1997 — 2001
Brown Advisory June 2015 - Present
Fidelity & Guaranty Life February 2012 - June 2015
Standard Insurance September 2008 - January 2012
Christiana Bank & Trust July 2008 - August 2008
Christiana Bank & Trust July 2006 - July 2008
Christiana Bank & Trust July 2003 - July 2006
Skills
Fixed Income, Portfolio Management, Investments, Trading, Valuation, Capital Markets, Financial Analysis, Asset Allocation, Analysis, Asset Management, Risk Management, Financial Modeling, Hedge Funds, Securities, Alternative Investments
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
BS
University of Delaware
T. Rowe Price October 2014 - Present
Fidelity & Guaranty Life May 2013 - October 2014
The Phoenix Companies June 2007 - May 2013
The Hartford August 2005 - May 2007
Citi June 2003 - July 2005
Skills
Mutual Funds, Portfolio Management, Alternative Investments, Asset Managment, Investments, Fixed Income, Investment Management, Bonds
Education
The University of Connecticut School of Business 2006 — 2009
MBA, Finance\Management
Northeastern University 1994 — 1999
BS, Finance and International Business
Fidelity & Guaranty Life August 2012 - Present
Bank of America Merrill Lynch June 2011 - September 2012
Bank of America Merrill Lynch 2008 - 2011
Merrill Lynch January 2005 - January 2008
Merrill Lynch May 2000 - January 2005
MediaVest July 1999 - May 2000
Skills
Banking, Budgets, Corporate Events, Customer Service, Event Management, Event Planning, Leadership, Marketing, Meeting Planning, Portfolio Management, Strategy, Marketing Communications
Education
University of Delaware 1995 — 1999
BA Mass Communication
Trident USA Health Services February 2014 - Present
Fidelity & Guaranty Life June 2013 - January 2014
Information Technology and Services January 2012 - May 2013
Bally Total Fitness 2000 - 2011
Skills
CRM, Testing, SQL, XML, HTML, Integration, Enterprise Architecture, SDLC, Requirements Analysis, Microsoft SQL Server, Business Intelligence, SAP, Software Development, Data Warehousing
Education
Anna University 1993 — 1997
Anna University 1993 — 1997
Bachelor's degree in Engineering, Electrical and Electronics
Fidelity & Guaranty Life July 2008 - Present
T.Rowe Price August 2007 - July 2008
Freddie Mac September 2005 - June 2007
Skills
SDLC, Requirements Gathering, Requirements Analysis, Business Requirements, Business Analysis, Software Project..., Visio, User Acceptance Testing, Data Modeling, Systems Analysis, Agile Project Management, Gap Analysis, Business Process Design, Vendor Management, Data Warehousing
Education
The University of Texas at El Paso 2001 — 2004
MS, Electrical & Computer Engineering
T. Rowe Price May 2012 - Present
Fidelity & Guaranty Life November 2010 - May 2012
T. Rowe Price April 2007 - October 2010
T. Rowe Price 2004 - April 2007
Skills
Microsoft Excel, Business Analysis
Education
Loyola College in Maryland 2005 — 2008
MBA, International Business
Stevenson University 1998 — 2002
Bachelor of Science (B.S.), Psychology
Fidelity & Guaranty Life August 2012 - Present
New York Life Enterprises 2007 - August 2012
MetLife July 1989 - May 2007
St Columba"s School 1980 - 1983
Skills
Actuarial Science, Valuation, Financial Reporting, M&A experience, International Joint..., Business Strategy, Business Planning, Fixed Annuities, Strategic Financial..., Risk Management, Financial Risk, Reinsurance, Insurance, Retirement, Life Insurance, Investments, Pricing, Pensions, ALM, Enterprise Risk..., Solvency II, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Financial Services, Accounting, Portfolio Management, Economic Capital
Education
Queens College 1984 — 1989
Computer Science
St. Stephen's College 1969 — 1974
M.Sc, Mathematics
Frank Anthony Public School, Delhi
Fidelity & Guaranty Life February 2008 - Present
Vertis Communications 1997 - 2007
Arbitron 1983 - 1997
Skills
Data Warehousing, Oracle E-Business Suite, Program Management, Proprietary Software, Database Design, Business Analysis, Management, Accounting, Access, Data Marts, Financial Reporting, Budgets
Education
Loyola College in Maryland 1992 — 1996
MBA
University of Maryland College Park 1986 — 1989
Information Technology
Syracuse University 1978 — 1982
BA
Self Employed May 2009 - Present
Old Mutual 1989 - April 2009
F&G Life Insurance Company 1989 - 2009
USF&G 1989 - 2008
Fidelity & Guaranty Life 1989 - 1999
Nationwide Insurance May 1974 - June 1989
Education
Franklin University 1978 — 1982
Fidelity & Guaranty Life September 2012 - Present
Graphic Systems Group June 2011 - August 2012
Young & Rubicam Advertising February 1991 - June 2011
Young & Rubicam/New York 1991 - June 2011
McCann Erickson March 1986 - September 1989
Skills
Creative Direction, Corporate Identity, Direct Mail, Typography, Image Manipulation, Creative Strategy, Catalogs, Advertising, Packaging, Logo Design, Graphic Design, Experience Design, Brand Development, Shopper Marketing, Video Production, Digital Marketing, Adobe Creative Suite, Illustrator, Branding & Identity, Posters, Outdoor Advertising, Interactive Marketing, Interactive Advertising, Graphics, Direct Marketing, Motion Graphics, Brochures, Web Design, Banners, Integrated Marketing, Brand Architecture, Creative Services, Layout, Relationship Marketing, Mac, Concept Development, Corporate Branding, Illustration, Collateral, InDesign, Digital Strategy, Visual Communication, Interaction Design, Pre-press, Copywriting, Art Direction
Education
School of Visual Arts 1976 — 1980
BFA, Graphic Design / Advertising
School of Visual Arts
Fidelity & Guaranty Life April 2014 - June 2014
Connections Education November 2012 - April 2014
PwC September 2010 - October 2012
Skills
Accounting, Assurance, Auditing, Financial Analysis, Financial Reporting, GAAP, Microsoft Excel, Microsoft Office, Public Speaking, Sarbanes-Oxley Act, Internal Controls, PowerPoint, Analysis, Management
Education
Towson University 2009 — 2010
Master of Science (M.S.), Accounting
Morehouse College 2005 — 2009
Fidelity & Guaranty Life 2015 - 2015
Allianz Life 2014 - 2015
Hannover Life Reassurance Company of America 2014 - 2014
Prudential Financial 2013 - 2013
Allianz Life 2012 - 2012
Ameriprise Financial 1983 - 2011
Equitable of Iowa Insurance Company 1979 - 1983
Skills
MoSes, Actuarial Science, Insurance, Pricing, Financial Analysis, Financial Modeling, Analysis, Forecasting, Actuarial, Life Insurance, Modeling, Excel, Problem Solving, Data Analysis, Due Diligence, Product Development, MAAA, Fixed Annuities, Variable Annuities, Reserves, Valuation, ALM, Risk Management, Microsoft Excel, Reinsurance
Education
St. Olaf College 1975 — 1979
B.A., Math and History
Legal & General America June 2013 - Present
Fidelity & Guaranty Life August 2008 - June 2013
Education
Bowling Green State University 2006 — 2008
MS, Applied Statistics
Southwestern University of Finance and Economics 2001 — 2005
Master, Insurance
Fidelity & Guaranty Life 2000 - Present
Skills
Insurance, Business Analysis, Financial Services, SDLC, Visio, Business Process..., Vendor Management, Risk Management, Fixed Annuities, Business Development
Education
University of Maryland Baltimore County 1999 — 2000
Master, Information System
Fidelity & Guaranty Life April 2011 - Present
Old Mutual Financial Network February 2008 - May 2011
Old Mutual Financial Network January 1999 - August 2008
Education
Notre Dame of Maryland University
BA, Business Management
Fidelity & Guaranty Life 2009 - Present
Wellington Management 1994 - 2008
Skills
Fixed Income, Portfolio Management, Restructuring, ALM, Asset Allocation, Asset Management, Investments, Institutional..., Asset Managment, Credit Analysis, Private Equity, Credit, Insurance, Management, Hedge Funds, Enterprise Risk..., Capital Markets, Derivatives, Mergers & Acquisitions, Financial Modeling, Structured Finance, Alternative Investments, Equities, Investment Management, Securities
Education
Harvard University 1989 — 1993
AB
Fidelity & Guaranty Life November 2014 - Present
Cognizant Technology Solutions September 2010 - October 2014
Oracle Financial Services March 2008 - March 2010
Kotak Mahindra Old Mutual Life Insurance 2007 - 2008
Skills
Solution Architecture, Requirements Analysis, PL/SQL, Oracle, Business Intelligence, Oracle Applications, Business Analysis, Software Project..., Data Warehousing, SDLC, Requirements Gathering, Business Process, Enterprise Architecture, SQL, Data Modeling
Education
Institute Of Business Management and Research 2004 — 2006
Master's Degree, Information Technology
University of Mumbai 2001 — 2004
Bachelor's Degree, Information Technology
st john the baptist high school thane 1990 — 2001
HSC, Science
Fidelity & Guaranty Life January 2014 - Present
Fidelity & Guaranty Life September 2010 - December 2013
Fidelity & Guaranty Life July 2008 - September 2010
Skills
Actuarial Science, Life Insurance, Reinsurance, MoSes, Ratemaking, Actuarial Exams, Analysis, Pricing, Insurance, Valuation, Financial Risk, Actuaries, Financial Reporting, Fixed Annuities, VBA, Financial Analysis
Education
Towson University 2005 — 2008
Bachelor of Science, Mathematics and Economics; Actuarial Science
Fidelity & Guaranty Life 2010 - Present
Old Mutual Financial Network 2007 - 2010
Skills
Business Analysis, Database Design, Insurance, Financial Services, Process Improvement, Business Process..., Vendor Management, Project Management, Change Management
Education
Duke University
Bachelor's degree, Philosophy
Fidelity & Guaranty Life October 2014 - Present
Aviva USA February 2009 - October 2013
Aviva USA February 2008 - February 2009
Aviva USA January 2006 - February 2008
The Dial Corporation January 1998 - January 2006
Snell & Wilmer LLP 1992 - 1998
Skills
Asset Managment, Business Strategy, Change Management, Cross-functional Team..., Due Diligence, Finance, Financial Analysis, Financial Services, Insurance, Leadership, Life Insurance, Marketing Strategy, Mergers, Mergers, New Business Development, Private Equity, Process Improvement, Risk Management, Strategic Financial..., Strategic Planning, Strategy, Team Building
Education
University of Iowa College of Law 1989 — 1992
J.D., With high distinction
University of Arizona 1984 — 1988
B.S.B.A., Finance
GEICO October 2014 - Present
Wells Fargo May 2013 - October 2014
Fidelity & Guaranty Life December 2012 - April 2013
Alliance of Artists and Recording Companies January 2012 - April 2012
U.S. District Court for the District of Columbia May 2011 - December 2011
Baltimore City Circuit Court May 2011 - July 2011
AGV Sports Group, Inc. May 2010 - August 2010
NISC 2005 - 2008
Skills
Intellectual Property, Legal Research, Westlaw, Arbitration, Lexis, Hearings, Auditing, Patent Litigation, Legal Issues, Legal Writing, Courts, Litigation, Trademarks, Copyright Law, Licensing
Education
George Mason University School of Law 2009 — 2012
Doctor of Law (JD)
The Johns Hopkins University 2000 — 2005
Bachelor of Arts (B.A.), Biology, General
Delaware Life Insurance Company December 2013 - Present
Fidelity & Guaranty Life August 2009 - December 2013
Sun Life Financial September 2004 - August 2009
Sun Life Financial/Keyport Life Insurance Company March 2001 - August 2004
Keyport Life Insurance Company/Sun Life Financial September 1999 - February 2001
Invesco US September 1998 - May 1999
Northwestern Mutual June 1996 - August 1998
Skills
Microsoft Excel, Investments, Retirement Planning, Microsoft Office, Risk Management, Leadership, Management, Financial Analysis, Athletic Performance, Persistency, Minimalism, Entertainment, Human Anatomy, Hygiene, Personal Training
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Holyoke High School 1990 — 1994
High School
Fidelity & Guaranty Life April 2011 - Present
Old Mutual July 2009 - April 2011
Ohio National Financial Services January 2008 - July 2009
Great American Financial Resources July 2005 - January 2008
Skills
Actuarial Science, ALM, Financial Risk, Fixed Annuities, Insurance, Actuaries, Life Insurance, Financial Modeling, Financial Analysis
Education
Ball State University 2002 — 2005
Bachelor of Science (B.S.), Actuarial Science
Weber State University 2000 — 2002
Associate of Science (AS), General Studies
Fidelity & Guaranty Life June 2014 - Present
Aviva USA March 2012 - Present
Aviva May 2010 - July 2012
Midland National Life 2005 - 2006
Principal Financial Group January 1995 - December 2004
Skills
New Business Development, Sales, Life Insurance, Fixed Annuities, Retirement Planning, Relationship Management, Multi-channel Marketing, Business Analysis, Insurance, Strategic Planning, Term Life Insurance, Financial Services, Investments, Strategic Financial..., Financial Planning
Education
Concordia College
Psychology
State Farm April 2013 - Present
Fidelity & Guaranty Life August 2011 - Present
Independent August 2011 - Present
Extend Health June 2012 - April 2013
Americo Financial Life and Annuity August 2011 - January 2013
Skills
Customer Service..., Customer Service..., Real Estate Investor, Life Insurance, Computer Proficiency, Health Insurance, Team Leadership, Business Strategy, Business Planning, Customer Service, Outlook, Team Building, Sales, Call Centers, Customer Retention, Insurance, Human Resources, Employee Benefits, Employee Training, Management, Microsoft Excel, Leadership, Training, Vendor Management, Recruiting, Process Improvement, Software Documentation, Customer Satisfaction, PowerPoint, Analysis, Time Management, Employee Relations, Finance, Budgets, CRM, Payroll, Account Management, Performance Management, Operations Management, Leadership Development, Change Management, Coaching
Education
DeVry University-Illinois 2009 — 2013
Bachelor of Applied Science (BASc), Computer/Information Technology Administration and Management
University of Phoenix
Associate's degree, Business Administration and Management, General
Fidelity & Guaranty Life 2012 - Present
Societe Generale Corporate & Investment Banking 2011 - 2012
Stifel Nicolaus 2009 - 2011
Deutsche Bank 2007 - 2009
Barclays Capital 2004 - 2007
Skills
Financial Modeling, Portfolio Management, High Yield, CDS, Credit Analysis, Fixed Income, Capital Structure, Bonds, Credit Derivatives, Credit, Leveraged Finance, Convertible Bonds, Hedging, Investments, Financial Risk, Proprietary Trading, Risk Management, Series 7, Bloomberg, Loans
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor of Science (BS), Industrial Engineering & Operations Research
Rancho Santana June 2013 - Present
Fidelity & Guaranty Life August 2012 - June 2013
KPMG November 2010 - August 2012
Mary Kraft Staffing and HR Solutions October 2009 - October 2010
Education
Salisbury University - Perdue School of Business 2007 — 2009
M.B.A., Accounting
University of Delaware 2002 — 2006
Bachelor's, Hotel, Restaurant, and Institutional Management
Best Doctors August 2015 - Present
Best Doctors December 2012 - August 2015
Best Doctors January 2012 - December 2012
Best Doctors September 2008 - December 2011
SMART Business Advisory and Consulting July 2006 - September 2008
Old Mutual US Life Insurance March 2001 - June 2006
Fidelity & Guaranty Life July 2000 - February 2001
Ernst & Young January 1979 - June 2000
Skills
Financial Analysis, Executive Management, Risk Management, Mergers, Strategic Planning, Healthcare, Financial Modeling, Financial Reporting, Mergers & Acquisitions
Education
Loyola College in Maryland 2001 — 2005
Master's degree, Finance, General
Shippensburg University of Pennsylvania 1976 — 1980
BS in Business Administration
Fidelity & Guaranty Life January 2015 - Present
Wells Fargo June 2014 - January 2015
Athene USA June 2010 - June 2014
Ernst & Young September 2002 - June 2010
Skills
Sarbanes-Oxley Act, Strategic Financial..., Financial Reporting, Financial Analysis, Internal Controls, Auditing, Financial Audits, Financial Accounting, Enterprise Risk..., Sarbanes-Oxley, Management, Process Improvement
Education
Simpson College 1998 — 2002
B.A., Accounting
Fidelity & Guaranty Life July 2007 - July 2015
Ajilon, LLC January 2004 - January 2007
Transplant Resource Center of Maryland January 2003 - January 2004
U.S. Foodservice Inc January 2000 - January 2003
Wilkins McNair, P.C January 1999 - January 2000
Catholic Charities January 1996 - January 1999
Skills
Auditing, Insurance, Variance Analysis, Financial Analysis, Analysis, Management, Account Reconciliation, Accounts Receivable, Accounts Payable, Financial Statements, Bank Reconciliation, Journal Entries, Cash Flow, Payroll, Invoicing, Finance, Spreadsheets, Balance, Financial Forecasting, Business Planning, A/R Collections, Financial Reporting
Education
University of Phoenix 2011 — 2013
Master's Degree, Accounting, 3.44
University of Baltimore 1992 — 1997
Bachelor of Science, Accounting
Fidelity & Guaranty Life June 2015 - Present
CSC - Computer Sciences Corporation May 2015 - June 2015
CSC - Computer Sciences Corporation February 2015 - May 2015
Dell July 2007 - February 2015
Dell June 2005 - July 2007
Dell April 2003 - June 2005
Brewsky's Food and Spirits January 1999 - June 2005
Skills
Management, Leadership, Process Improvement, Business Process, Service Delivery, Call Centers, Customer Service, Customer Experience, Vendor Management, Six Sigma, Insurance, Forecasting, Troubleshooting, Team Leadership, Team Building, Business Process..., Strategic Planning, Time Management, Change Management, Employee Engagement, Business Analysis, Call Center, Strategy, Global Management, Software Documentation, Visio, Creativity, Training
Education
University of Nebraska-Lincoln
Bachelor of Science
Southeast Community College
Academic Transfer
Robert Half January 2015 - Present
Fidelity & Guaranty Life August 2011 - December 2014
New York Life Insurance Co February 2004 - April 2011
Citigroup May 2003 - February 2004
JPMorgan Chase & Co January 2001 - January 2003
Chase Manhattan Mortgage Corporation January 1999 - January 2001
Schneider Downs & Co., Inc. CPA'S July 1998 - October 1999
Schneider Downs & Co., Inc. CPA'S October 1997 - July 1998
Parms & Company, CPA'S September 1996 - October 1997
Skills
Auditing, Internal Audit, Leadership, Risk Management, Internal Controls, AML, Investments, Mentoring Of Staff, Strategy, SEC filings, Corporate Governance, Enterprise Risk..., GAAP, Sarbanes-Oxley Act, CRM, Financial Reporting, Financial Analysis, Management, SEC Filings, Accounting, Finance
Education
University at Buffalo
Bachelor of Science
DLS Engineering Associates, Inc. October 2014 - Present
University of Maryland Medical Center December 2013 - September 2014
Fidelity & Guaranty Life August 2011 - November 2013
Skills
Actuarial Science, Analysis, Actuaries, Customer Service, Risk Management, Financial Services, Insurance, Reinsurance, Microsoft Office, Business Analysis, MoSes, Life Insurance, ALM, VBA, Microsoft Excel, Data Analysis, Microsoft Word, Access, Financial Reporting, Financial Analysis, Financial Modeling, Financial Risk, General Insurance
Education
Penn State University 2007 — 2011
BS, Mathematics
Fidelity & Guaranty Life July 2013 - Present
FrontierMEDEX June 2009 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Lync, Salesforce.com, Customer Service, Editing, Research, Notary Public
Education
Towson University
Fidelity & Guaranty Life July 2010 - Present
Fidelity & Guaranty Life October 2008 - July 2010
Fidelity & Guaranty Life July 2004 - September 2008
Skills
MS Office Suite, TAS, MoSes, Variable Annuities, Strategic Financial...
Education
Penn State University 1991 — 1993
M Eng Sc, Industrial & Mgmt Systems Engr / Operations Research
Penn State University
BS, Mathematics/Statistics
D.C. Title Agency May 2012 - June 2013
Fidelity & Guaranty Life June 2007 - May 2012
Dell May 2005 - June 2007
Ameritas Life 2006 - 2007
Skills
Insurance, Motivated self starter..., Reliable, flexible,..., 15 years of Claims..., Life Insurance, Disability Insurance, Indexed Annuities, Variable Annuities, Student Loans, Fixed Annuities, Reinsurance
Education
Lincoln East
Southeast Community College
Accounting
Computer Sciences Corporation February 2005 - February 2013
Fidelity & Guaranty Life December 1993 - January 2005
Intercontinental Life Corporation 1988 - 1993
Skills
Project Management..., Excellent communication..., Analytical and problem..., Process Implementation, MS Access, MS Excel, MS Word, Vantage, LIFECOMM
Education
St. Basil Preparatory School
High School, Accademics
Temple University
None degree., Liberal Arts and Sciences, General Studies and Humanities 3+ years
Fidelity & Guaranty Life April 2007 - Present
Perot Systems Government Services September 2005 - April 2007
Skills
Customer Service, Time & Attendance, Detailed Organization
Education
Southeast Community College 2003 — 2003
Southeast High School 1999 — 2002
High School Diploma, General Studies
Locke Lord LLP August 2015 - Present
FS Holdco (HRG Group, Inc.) March 2014 - August 2015
Fidelity & Guaranty Life 2010 - February 2014
Assurant Solutions 2009 - 2009
Emory University Controller 2008 - 2009
Skills
Corporate Governance, Litigation, Securities Regulation, Commercial Litigation, Corporate Law, Securities, Mergers & Acquisitions, Civil Litigation
Education
Emory University School of Law 2006 — 2009
Doctor of Law (JD)
Vanderbilt University 2001 — 2005
Bachelor of Arts (BA)
Mill End Shops September 2008 - Present
Fidelity & Guaranty Life December 1999 - April 2004
GE Healthcare March 1995 - December 1998
Education
University of Baltimore 1987 — 1989
Master of Arts (M.A.), Publications Design
University of Wisconsin-Madison
Bachelor's Degree, Journalism
Westmont High School
Westmont High School
Westmont High School
Fidelity & Guaranty Life January 2004 - Present
Phoenix Life Insurance Company July 2001 - January 2004
Ilona Financial Group, Inc. July 2000 - June 2001
Americo Financial Life and Annuity January 1997 - June 2000
Skills
Insurance, Life Insurance, Claim, Fixed Annuities, Risk Management, Disability Insurance, FINRA, Reinsurance, Health Insurance, Underwriting, Process Improvement, Lean Six Sigma
Education
The University of Kansas 1993 — 1996
Juris Doctor, Law
The University of Kansas 1989 — 1993
Bachelor of Arts (B.A.), Political Science