Financial Services Company
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Financial Services Company Employees
Financial Services Company January 2010 - Present
Hollywood Scriptwriter Magazine 2013 - 2013
Target June 2007 - January 2010
Skills
Microsoft Excel, Critical Thinking, Organization, Microsoft Word, Microsoft Publisher, Text Editing, Technical Writing, Creative Writing, Essayist, Leadership, Communication, Customer Service, Editing, Writing, Research, Data Entry, Databases, Business Analysis, Online Marketing, Email Marketing
Education
Kaplan University 2015 — 2016
Series 7 & 66 License
A.D. Banker & Company 2015 — 2015
Insurance License
California State University-Long Beach 2012 — 2014
Masters, English Language and Literature, General, 3.745 GPA
California State University-Long Beach 2012 — 2014
Technical and Professional Communication Certificate, Technical Writing and Copy Editing
California State University-Long Beach 2010 — 2012
Bachelor of Arts (B.A.) / Spanish Minor, English Language and Literature, General, 3.797 GPA
Marina High School 2003 — 2007
High School Diploma
Financial Services Company September 2014 - Present
Fouz Soft Drinks Factory October 2013 - April 2014
Blackstone Inc. July 2012 - July 2013
UMN Security Monitor Program January 2011 - October 2012
Culver’s June 2007 - July 2011
Rochester Community and Technical College 2008 - 2009
Skills
Arabic, People Skills, Computer Literate, Microsoft Excel, Microsoft Office, Economics, PowerPoint, Data Analysis, Customer Service, Microsoft Word, Time Management, Research, Teamwork, Outlook, Spanish, Analysis, Access, Public Speaking, Leadership, Project Management, Leadership Development, Critical Thinking, Sales, Event Planning, Management, Teaching
Education
University of Minnesota-Twin Cities 2010 — 2012
B.S in Applied Economics, Applied Economics
Rochester Community and Technical College 2007 — 2010
AA, Liberal Arts
Financial Services Company July 2013 - Present
AXA Advisors January 2011 - June 2013
Skills
Financial Planners, Retirement Benefits, Life & Health Insurance..., Series 7, Series 66, Retirement Savings, Qualified Retirement..., Series 63, Retirement, Uniform Combined State..., Financial Planning, Fixed Annuities, Accounting, Investments, Mutual Funds, Finance, Financial Services, Insurance, IRAs
Education
Johnson & Wales University-Denver 2007 — 2010
Bachelor's degree, Finance and Financial Management Services
Vanguard January 2015 - Present
Financial Services Company December 1999 - Present
Vanguard 2007 - 2010
Skills
Cognos, Data Warehousing, ETL, OLAP, Business Intelligence..., Business Intelligence, DB2, SDLC, Business Analysis, Oracle, Dimensional Modeling, Requirements Analysis, SQL, Data Modeling, Database Design, Dashboard
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2008
MSIS, Information Sciences
Financial Services Company June 2015 - Present
DMA Solutions, Inc February 2015 - May 2015
DMA Solutions, Inc February 2012 - February 2015
Zielinski Design Associates, Inc. July 2011 - February 2012
Monument Graphics and Communications January 2011 - June 2011
Hamilton Recreation Center September 2010 - May 2011
Campus Design Studio October 2009 - May 2011
Action Publishing, Inc. May 2009 - August 2009
Skills
Graphic Design, Logo Design, Typography, Adobe Creative Suite, Layout, Web Design, Advertising, Illustration, Graphics, Posters, InDesign, HTML, Mac, Social Media, Branding & Identity, Corporate Identity, Photoshop, Packaging, Illustrator, Adobe Fireworks, Print Production, Brochures, Adobe Acrobat, Creative Direction, Flash Animation, SEO, Vector Illustration, WordPress, Dreamweaver, Flash, CSS, Art, Logos, Art Direction, Business Cards, Flyers, Pre-press, Interaction Design, Banners, Image Manipulation, Creative Development, Retouching, Drawing, User Interface Design, Digital Illustration, Web Development, CMS, Marketing, Social Media Marketing, Branding
Education
Colorado Mesa University 2008 — 2011
Bachelor's of Fine Arts, Graphic Design - Print & Animation Emphasis
University of Northern Colorado 2004 — 2007
Bachelor's of Science, General Business - Business Administration
Western Nebraska Community College 2002 — 2004
Associate of Science, May 2004 - Computer Science
www.ByronIngraham.com June 2011 - Present
Financial Services Company August 2007 - June 2011
United States Air Force August 2006 - May 2007
NATO July 2003 - July 2006
United States Air Force July 2002 - June 2003
United States Air Force July 2001 - June 2002
United States Air Force July 1999 - June 2001
United States Air Force June 1997 - July 1999
Skills
Leadership, Team Building, Management, Program Management, Strategy, Military, Business Development, Human Resources, Product Development, Coaching, Business Planning, Managerial Finance, Finance, Business Networking, Social Media Marketing, Marketing Strategy, Budgets, Government, Strategic Financial..., Social Media, Marketing, Online Marketing, Social Networking, Leadership Development, Sales, Email Marketing, Team Leadership, Analysis, Online Advertising, Networking, Time Management, Entrepreneurship, Public Speaking, Competitive Analysis, Project Planning, New Business Development, CRM, Training, Start-ups, Small Business, Negotiation, Advertising, SEO, Integrated Marketing, Strategic Planning, Market Research, Business Strategy, Strategic Partnerships, Marketing Communications, Retail
Education
Central Michigan University 2000 — 2002
Master of Science, Administration
Purdue University 1992 — 1997
Bachelor of Arts, Psychology
Viacom September 2014 - Present
Financial Services Company April 2006 - September 2014
OutlookSoft September 2003 - April 2006
TIAN Software June 2000 - September 2003
Qwest Communications December 1998 - June 2000
PSINet October 1997 - November 1998
Skills
Storage, Storage Management, SAN, Storage Architecture, Enterprise Storage, SSD, IBM SAN, NetApp, NAS, Storage Area Networks, EMC Storage, Servers, Disaster Recovery, Storage Virtualization, Data Center, Brocade, Unix, Virtualization, System Administration, Linux, VMware, Infrastructure, Solaris, Enterprise Architecture, Windows, AIX, Team Leadership, Distributed Systems, vSphere, Server Architecture, Citrix, Vendor Management, Strategic Planning, System Design, VMware Infrastructure, VMware ESX, Windows Server, Fibre Channel, Technical Support, TCP/IP, Troubleshooting
Education
Colorado Technical University 2003 — 2005
BS, Information Technology Management
Parks College 1993 — 1995
Associate, Computer Science
University of Wyoming 1991 — 1992
Financial Services Company June 2012 - Present
Fiserv October 2005 - June 2012
CheckFree January 2005 - October 2005
CheckFree May 1999 - January 2005
CheckFree July 1998 - May 1999
Huntington National Bank July 1995 - July 1998
Skills
Agile Methodologies, Software Development, Requirements Analysis, SharePoint, Quality Assurance, Microsoft SQL Server, Tomcat, Software Project..., Oracle, Integration, SDLC, Java Enterprise Edition, Databases
Education
Franklin University 2001 — 2004
BS, Computer Science
The Ohio State University 1990 — 1996
BA, Psychology
University of Toledo
Financial Services Company 2008 - Present
Financial Services Company 2002 - 2008
Financial Services Company 2000 - 2002
Financial Services Company 1999 - 2000
Financial Services Company 1999 - 1999
Financial Services Company 1998 - 1998
Skills
Series 6, Series 63, Series 26, Team Management, Telephone Skills, Writing, Microsoft Office, Customer Service, Financial Services, HR Policies, Interviews, Marketing Communications, Compliance, Internal Audit, Networking, Organization, Strategic Planning, Quality Assurance, Research, Public Speaking, Analysis, 401k, CRM, Call Centers, Change Management, Employee Training, Employee Benefits, FINRA, Insurance, Human Resources, Investments, Leadership, Management, Process Improvement, Portfolio Management, Recruiting, Program Management, Retirement Planning, Sales, Social Networking, Strategic Financial..., Team Building, Vendor Management, Mutual Funds
Education
Pacific University 1990 — 1994
Bachelor of Arts (BA), Business/Marketing
Financial Services Company August 2014 - Present
Fifth Third Bank September 2011 - February 2014
Wells Fargo April 1998 - August 2011
Prudential Securities 1997 - 1998
Paine Webber 1996 - 1997
Merrill Lynch 1986 - 1996
Skills
Banking, Commercial Lending, Treasury Management, Commercial Banking, Credit, Small Business Lending, Loans, Credit Analysis, Cash Management, Portfolio Management, Relationship Management
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
University of Arizona
Finance, General
Freelance February 2012 - Present
Financial Services Company September 2012 - Present
Large Multinational Bank November 2011 - September 2012
Slimgenics May 2011 - November 2011
Integra Telecom December 2010 - May 2011
Edward Jones June 2010 - November 2010
Sully's Bar and Cafe February 2010 - June 2010
Embassy Suites Hotel and Conference Center December 2007 - February 2010
SOPS on Main December 2006 - December 2007
Skills
Sales, Direct Sales, Account Management, Coaching, Customer Service, Leadership, Marketing, Event Planning, Team Building, Social Media Marketing, Social Media, Advertising
Education
Bradley University 2003 — 2010
BS, Communications
Financial Services Company June 2010 - Present
JPMorgan Chase May 2002 - June 2010
Organic July 1998 - May 2002
Frankfurt Balkind November 1996 - July 1998
Merrill Lynch 1996 - 1996
Skills
Marketing Strategy, Strategic Planning, Product Management, Business Analytics, Program Management, Business Development, Demand Generation, Marketing Automation, CRM, Tenacious Defense, Lead Nurturing, Creating LinkedIn, Skills & Expertise, Electronic Commerce, Email Marketing, Digital Marketing, Content Marketing, eCommerce, Direct Marketing, Brand Awareness, Account Management, Branding & Identity, Relationship Management, Customer Acquisition, Vendor Management, Financial Services, Commercial Banking, Banking, Online Retail, Strategy, Analytics, Database Marketing, Campaign Management, Online Campaign..., Project Management, Writing, Editing, Editorial Calendars, Content Development, Video Production, Directing Teams, High-octane Offense, Marketing, E-commerce, Product Marketing, Strategic Partnerships, Team Building, Lead Generation, Competitive Analysis
Education
Duke University
B.S.E., Electrical Engineering
New York University - Leonard N. Stern School of Business
M.B.A., Finance, Marketing
Financial Services Company November 2004 - Present
Virtuoso 2008 - 2009
Magellan360 2000 - 2006
Diversified Investment Advisors April 2002 - November 2004
MarTech, Inc. August 1996 - April 2002
PDS 1995 - 2000
Skills
Management, Software Development, Agile Methodologies, Business Intelligence, Mobile Devices, Architecture, Cloud Computing, Architectures, Risk Management, Project Management, Web Services, Visio, SDLC, SQL, Requirements Analysis, Business Analysis, Unix, IT Strategy, Business Process, Mobile Technology, .NET, Software Project..., Microsoft SQL Server, SharePoint, Java, ASP.NET, Enterprise Architecture
Education
Randolph-Macon College 1985 — 1989
Bachelor Science, Computer Science
Financial Services Company November 2014 - Present
BMW Automobiles January 2013 - October 2014
BMW Automobiles July 2011 - December 2012
BMW of North America June 2009 - June 2011
BMW Automobiles March 2003 - May 2009
BMW Automobiles May 2002 - December 2004
Avaya Communication April 2000 - January 2002
Aspect Software January 1997 - March 2000
Stinnes AG October 1993 - December 1996
Skills
ITIL, Project Management, Disaster Recovery, IT Management, Business Analysis, Incident Management, Information Technology, Problem Management, IT Service Management, Vendor Management, Change Management, Process Improvement, Training, IT Strategy, Team Leadership, Risk Management, Pre-sales, Infrastructure, Integration, Program Management, Process Engineering, System Deployment, ITIL v3 Foundations..., Sales Support, Relationship Management, International Relations, International Liaison, Intercultural Awareness, Computer Science, Auditing, Major Incident..., Automotive, Telecommunications, Freight Forwarding, Logistics, EDI, Distributed Team..., BMC Remedy, Crisis Communications, Aspect ACD, Continuity Management, German, French, Dutch, English
Education
Universität Koblenz-Landau, Campus Koblenz 1988 — 1993
Diploma - equivalent to M.S., Computer Science
Michigan Technological University 1989 — 1990
Graduate Studies, Computer and Information Sciences, General
Financial Services Company January 2005 - Present
Renaissance Unlimited 2000 - 2005
Skills
Applicant Tracking..., Customer Service, Microsoft Office, Performance Management, PowerPoint, Microsoft Word, Recruiting, Microsoft Excel, College Recruiting, Employee Relations, Human Resources, Leadership
Education
City University of New York 1981 — 1984
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies
University of Richmond 1972 — 1976
Bachelor of Arts (B.A.), History
Financial Services Company January 2008 - Present
Skills
Fixed Annuities, Life Insurance, Financial Services, Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Retirement Planning, Retirement, Property & Casualty..., Employee Benefits, Long-term Care
Education
Boston College
Master's Degree, MA
Fort Hamilton High School
State University of New York College at Oswego
Bachelor's Degree
Financial Services Company July 2010 - Present
Riley Hospital August 2008 - November 2008
Skills
Spanish, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Marketing, Sales, Outlook, Leadership, Public Speaking, Teamwork, Financial Analysis, Data Entry
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science, Finance
Indiana University-Purdue University at Indianapolis
Bachelor of Arts, Spanish
Automated Financial Systems, Inc. (AFS) January 2013 - Present
Financial Services Company October 2007 - January 2013
Aegon USA 1996 - 2003
Providian Life and Health 1994 - 1996
National Liberty Life Insurance Company 1984 - 1994
Skills
Project Management, Initiative and Drive, Analytical Thinking, Creative Problem..., Marketing Strategy, Planning and Organizing, Marketing Communications, Account Management, Marketing, Direct Marketing, Advertising, Direct Mail, Results Oriented, Goal Oriented, Self-motivated Team..., CRM, Management, Business Analysis, Business Strategy, Social Media Marketing, Business Development, Market Planning, Data Analysis, Insurance, New Business Development, Salesforce.com, Lead Generation, Marketing Research, Market Research, Analytics, Sales, Analysis, Strategy, Online Marketing, Leadership, Analytical Skills, Creative Solutions
Education
Downingtown High School
Immaculata University
Bussiness Administartion, Marketing
Financial Services Company June 2015 - Present
Simon & Schuster December 2013 - Present
Leopard July 2014 - November 2014
Jeppesen June 2009 - August 2013
Colette Auclair Creative February 2008 - June 2009
McClain Finlon Advertising May 2005 - February 2008
Experience Engineering December 2002 - May 2004
The Winter Group July 2002 - November 2002
Stratecom (now Shift) March 2000 - June 2001
Time Warner Book Group April 1990 - March 2000
Skills
Copywriting, Advertising, Creative Strategy, Creative Direction, Marketing Communications, Social Media, Outdoor Advertising, Editing, Blogging, Fiction Writing, Proofreading, Corporate Communications, Video, Television, Newsletters, Direct Marketing, Trade Shows, Content Strategy, Copy Editing, Content Management, Web Content, Creative Writing, Content Development, Storytelling, B2B, Email Marketing, Books, Publishing
Education
Northwestern University 1984 — 1985
Master of Science, Advertising
Northwestern University 1980 — 1984
Bachelor of Science, Theater
Financial Services Company June 2015 - Present
United Technologies 2011 - June 2015
Diageo April 2008 - November 2010
Kforce Inc. December 2007 - April 2008
Connecticare August 2006 - December 2007
Kforce Inc. April 2006 - August 2006
The Hartford August 2005 - April 2006
Robert Half International August 2004 - February 2005
enherent Corp April 2004 - July 2004
The Hartford August 2003 - March 2004
Skills
Leadership, Networking, Oracle, Project Management, SAP, Software Development, Vendor Management, Human Resources, Microsoft SQL Server, Business Analysis, Consulting, Integration, SDLC, Information Technology, Business Intelligence, Technical Support, Analysis, Information Security, Process Improvement, Management
Education
Western Governors University 2014 — 2016
Master's Degree, Computer and Information Systems Security/Information Assurance
Charter Oak State College
BS
Financial Services Company April 2012 - Present
JPMorgan Chase July 2011 - November 2011
Freddie Mac August 2009 - September 2010
Skills
RSA Archer Administrator, Information Security, Risk Assessment, Application Security..., Risk Management, Security
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2006
Bachelor of Arts (BA), Psychology
Financial Services Company 2012 - Present
Sigma PE Partners April 2011 - 2012
US Trust, Bank of America 1997 - 2011
Fleet Bank 1995 - 1997
Fleet Bank 1992 - 1995
citytrust December 1985 - January 1992
Skills
Wealth Management, Private Banking, Estate Planning, Asset Allocation, Alternative Investments, Credit, Loans, Banking, Commercial Banking, Financial Planning, Finance, Investments, Series 7, Credit Analysis, Investment Advisory, Mutual Funds
Education
Gettysburg College
Bachelor of Arts, Business Administration
University of New Haven
MBA, Finance
Financial Services Company December 2010 - Present
Farm Bureau Financial Services December 2010 - March 2013
Truco Enterprises January 2010 - December 2010
Shawnee Quality Snacks May 2005 - February 2009
Various Production Companies January 2006 - December 2007
Broadway Video Productions January 2003 - December 2006
B&E Productions January 2002 - May 2006
Skills
Commercial Pilot (Multi..., Insurance, Investments, Home, Health, Annuities, Fixed Annuities, Disability Insurance, Long-term Care, Strategic Planning, Property & Casualty..., Retirement Planning, Health Insurance, Life Insurance, Customer Service, Public Speaking, Commercial Insurance, Small Business, Training, Term Life Insurance, Liability, Sales, Underwriting, Leadership, Employee Benefits, Casualty, Homeowners, Workers Compensation, Marketing, General Insurance, Management, Series 6, Umbrella Insurance, Retirement, Commercial Lines, Customer Satisfaction, Long Term Care Insurance, Risk Management, Account Management, Mutual Funds, Claim, Team Building, IRAs, Strategic Financial..., Finance, Financial Services, Operations Management, Whole Life, Start-ups, Customer Retention
Education
Utah Valley University 2007 — 2008
Avation B.S., Aviation/Airway Management and Operations
Johnson County Community College
Financial Services Company October 2014 - Present
UBS November 2008 - February 2013
Morgan Stanley January 2005 - November 2008
Skills
Series 7, Series 66, Series 31, Asset Allocation, Fixed Income, Investments, Equities, Risk Management, Series 63
Education
Florida Gulf Coast University 2003 — 2005
MBA, Finance
Florida Gulf Coast University 2000 — 2003
BS Computer Information Systems
Pilgrim's September 2010 - Present
Financial Services Company January 2009 - September 2010
Hamilton Plastics, Inc. May 2007 - November 2008
Gold Kist Inc. June 1999 - April 2007
ConAgra Poultry Company June 1996 - June 1999
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1977 — 1980
MBA
Tulane University
BA
Financial Services Company September 2010 - Present
Morgan Keegan December 2009 - September 2010
Morgan Keegan 2005 - January 2010
Morgan Keegan 2001 - 2005
Garrett Consulting of Sacramento 1997 - 2001
Integrated Decision Systems 1994 - 1997
Skills
Wealth Management, Investments, Oracle, Program Management, Performance Measurement, Asset Management, Product Management, Microsoft SQL Server, Strategic Financial..., Financial Services, Project Management, Separately Managed..., Management, Process Improvement, Business Analysis, Banking, Portfolio Management, Microsoft Dynamics, Operations Management, Informix, Axys, Management Consulting, Risk Management, Trust Services, Budgets, Vendor Management
Education
California State University-Sacramento 1990 — 1994
BS, Business Administration - Finance
Financial Services Company September 2009 - Present
Skills
Customer Service, Microsoft Office, Excel, Word, Scheduling, Outlook, Administration, Customer Relations, Customer Satisfaction, Event Planning, Process Improvement, Time Management, System Administration, Training, Process Scheduler, Recruiting, Budgets, Human Resources, Strategic Planning, Contract Negotiation, Inventory Management, Sales, Management, Microsoft Word, Insurance, Account Management, Troubleshooting, Team Building, Microsoft Excel, Analysis, Sales Management, Employee Benefits, Marketing, Leadership, Team Leadership, Coaching
Education
Anne Arundel Community College 2014 — 2016
Associate of Science (A.S.), Business Administration, Management and Operations
Chesapeake College 1999 — 2002
Financial Services Company July 2011 - April 2014
Skills
SQL, PL/SQL, Oracle, Informatica, ETL, Databases, Data Warehousing
Education
Brandeis University 2000 — 2003
MS, Software Engineering
United States Air Force Academy
Bachelor's Degree, Engineering
Financial Services Company September 2014 - Present
Financial Services Company November 2011 - September 2014
Financial Services Company June 2007 - November 2011
Anthony Munoz Foundation May 2005 - June 2007
Skills
Graphic Design, Web Marketing, ExactTarget, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Dreamweaver, HTML emails, Adobe Acrobat, Digital Marketing, Digital Printing, Event Planning, Non-profit..., Content Management, Email Strategy, InDesign, Illustrator, Email Marketing, Marketing Communications, Web Design, HTML, Mac, User Experience, Online Marketing, Marketing
Education
College of Mount St. Joseph 2001 — 2005
Bachelor of Arts (B.A.), Graphic Design
XO Communications July 2015 - Present
Financial Services Company October 2014 - June 2015
MOSAIC February 2013 - July 2014
Acxiom May 2011 - February 2013
Sallie Mae April 2004 - May 2011
E-Centives 2002 - 2004
KPMG 2000 - 2002
Merkle Data Technologies 1999 - 2001
Paragren Technologies 1999 - 2000
Time Life, Inc January 1992 - January 1997
Skills
Digital Marketing, Database Marketing, Lead Generation, Marketing Strategy, Email Marketing, Online Marketing, Campaign Management, Account Management, Vendor Management, Business Analysis, Market Research, Process Improvement, Change Management, Business Strategy, Social Media, Team Building, Mobile Marketing, Operations Management, Direct Marketing, Online Advertising, Marketing, Web Analytics, Salesforce.com, Leadership, Marketing Management, Segmentation, Management
Education
University of Maryland University College 2005 — 2007
MBA, Business
George Mason University 1991 — 1995
Bachelor of Arts (B.A.), English
St. Cecilia Academy 1983 — 1985
High School
Financial Services Company June 2012 - Present
Financial Services Company December 2010 - June 2012
EOD Technology May 2008 - March 2010
Excalibur Communications January 2008 - December 2008
Firstline Security May 2006 - December 2007
Skills
Active Directory, Access, SQL, Microsoft Office, CompTIA, ArcGIS, DBMS, Nmap, FalconView, JGrasp, Troubleshooting, Windows, Database Administration, XP, Networking, Software Documentation, Windows Server, Operating Systems
Education
American Public University System 2009 — 2010
BS, Information Technology Management
University of Arizona 2005 — 2009
BS, Computer Sciences
Oceaneering May 2012 - Present
Divers Institute of Technology 2011 - 2011
Olympia Tea Room February 2010 - November 2010
Geno's Pub September 2009 - February 2010
Financial Services Company November 2007 - January 2009
Merrill Lynch September 2007 - December 2007
Skills
Process Improvement, Customer Service, Oil/Gas, Strategic Planning, Project Planning, Petroleum, Investments, Public Speaking, Change Management, Research, Pipelines, Gas, Logistics Management, Social Media, Product Development, Process Management, Supervisory Skills, Microsoft Excel, Operations Management, Oil & Gas, Management
Education
Eastern Connecticut State University 2002 — 2007
BS, Business Administration
Norwich Free Academy 1997 — 2001
High School Diploma, General Studies
Commonwealth Financial Network December 2012 - Present
Financial Services Company July 2008 - December 2012
South Central Public Health July 2003 - July 2008
South Central Public Health District November 1999 - June 2003
Washoe County WIC January 1998 - January 1999
Sears, Roebuck & Co January 1989 - January 1998
Skills
Retirement Planning, Insurance/Annuity..., Securities, IRA's, Investments, Retirement, Insurance, Series 7, Retirement Income..., Wealth, Portfolio Management, Planning, Mutual Funds, Funding, 401k, Long Term Care, Investment Advisory, Financial Advisory, Annuities, Money, Stocks, Health, Bonds, Banking, Budgeting, Microsoft Office, Equities, Investment Strategies, IRAs, Fixed Annuities
Education
University of Idaho 1988 — 1991
BS, Psychology
Boise State University 1986 — 1988
Psychology
Twin Falls High School 1983 — 1986
Diploma, high school
Financial Services Company October 2007 - Present
American Home Mortgage Servicing September 2006 - October 2007
Homecomings Financial February 2000 - September 2006
CTI Limited Inc April 1999 - February 2000
Brinker International March 1998 - April 1999
Ribelin Sales Inc April 1995 - March 1998
Harold's Stores Inc. March 1994 - April 1995
Innovative Computing Corporation August 1989 - March 1994
Skills
Visio, SDLC, .NET, C#, Requirements Analysis, Business Analysis, Software Project..., Systems Analysis, Business Intelligence, SQL, SharePoint, Database Design, Microsoft SQL Server, Integration, SOA, IT Management, DB2, IT Strategy, Agile Methodologies, Vendor Management, Disaster Recovery, Software Development, Software Documentation, Databases, PMO, Business Process
Education
Bachelor's Degree 2012 — 2014
Bachelor's Degree
Oklahoma State University 1987 — 1989
Nothern Oklahoma College 1983 — 1987
Associate's Degree
Financial Services Company June 2008 - Present
Financial Services Company January 2006 - August 2008
Financial Services Company 2002 - 2006
Financial Services Company 2000 - 2002
Financial Services Company 1999 - 2000
Financial Services Company 1998 - 1999
Education
Ohio University 1993 — 1997
Electrical Engineering, BSEE
Newark Catholic High School 1989 — 1993
College Prep
Financial Services Company January 2001 - Present
Education
Carleton University 1985 — 1988
B.A., Law
Impeccable Painting September 2014 - Present
Healthcare Solutions Team September 2011 - Present
AudioVisual Company October 2010 - July 2011
Financial Services Company June 2005 - October 2010
J.P. Morgan August 1996 - May 2005
Skills
Investments, Risk Management, Banking, Insurance, Capital Markets, Business Development, Finance, Financial Risk, Customer Relations, Fixed Income, Municipal Bonds, Bonds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
M.S.
Northern Illinois University 1986 — 1990
B.S.
WestRock Company July 2015 - Present
MeadWestvaco (MWV) April 2014 - June 2015
WestRock Company 2015 - 2015
WestRock Company 2015 - 2015
WestRock Company 2015 - 2015
MWV July 2011 - April 2014
MWV June 2010 - July 2011
MWV 2008 - 2009
Financial Services Company August 2005 - September 2007
Alfa Laval Inc August 2002 - December 2005
Skills
Marketing Strategy, Marketing Communications, Brand Architecture, Integrated Marketing, Corporate Branding, Strategic Planning, Product Marketing, Marketing Management, Corporate Communications, Internal Communications, Strategic Communications, Advertising, Customer Insight, International Marketing, Positioning, Online Marketing, Brand Development, Marketing Research, Public Relations, Creative Strategy, Brand Management, Social Media, Brand Awareness, Direct Marketing, B2B Marketing, Digital Marketing, B2B, Interactive Marketing, Digital Strategy, Email Marketing, Market Planning, Direct Mail, Relationship Marketing, Creative Direction, Media Planning, Market Research, Management, Strategy
Education
The University of Georgia 1994 — 1996
MBA, Strategic Marketing
University of Georgia - Terry College of Business 1994 — 1996
MBA, International Marketing
Howard University 1988 — 1992
Bachelors, Advertising
Financial Services Company June 2015 - Present
Federal Reserve Bank of Kansas City May 2014 - May 2015
Colorado Farm Bureau November 2009 - May 2014
Farmers Union Insurance January 2008 - June 2009
Horizon Restoration 2007 - 2007
American Family Insurance 2006 - 2007
New Century Mortgage 2006 - 2006
Finance America 2005 - 2006
Specialty Mortgage Corp 2005 - 2005
State Farm Insurance 2002 - 2005
Education
California State Polytechnic University-Pomona 1985 — 1991
B.S.
Financial Services Company September 2012 - Present
Financial Services Company November 2009 - September 2012
Financial Services Company September 2007 - November 2009
Financial Services Company June 2005 - September 2007
Skills
Customer Focus, Course Design &..., Performance Management, Project Management, Business Continuity..., Entrepreneurship, Management, Negotiation, Selling Skills, Banking, Change Management, Strategic Thinking, Program Management, Coaching, Relationship Management, Financial Services, Learning Management, Training Delivery, Learning & Development..., Voice Over, Translation, Customer Oriented, Team Building, Commercial Banking, Governance, Team Management, Credit Analysis, Strategic Planning, Commercial Lending, Great Motivator, Risk Management, Business Analysis, Sales, Strategy, Leadership, Training Facilitation
Education
Dalhousie University 2004 — 2006
MBA, Financial Services Management
HEC Montréal 1984 — 1987
BBA, Finance - Marketing
York University 2006 — 2007
Master Certificate, Project Management
Independent June 2014 - Present
Financial Services Company February 2005 - June 2014
Skills
Series 7, Portfolio Management, Equities, Wealth Management, Derivatives, Securities, Investments, Financial Modeling, Asset Management, Valuation, Investment Advisory, Financial Analysis, Investment Strategies, Strategic Financial..., Insurance, Technical Analysis, Sales, Equity Research, Financial Markets, Financial Services, Asset Allocation
Education
Syracuse University 2000 — 2004
Bachelor of Science (BS), Finance and Financial Management Services
Future Global Vision September 2014 - Present
Financial Services Company June 2013 - Present
Charming Charlie March 2011 - June 2013
Texas A&M International University April 2006 - April 2011
United Surgical Partners International, Inc July 2005 - October 2005
Skills
Team Leadership, Leadership, Training, Change Management, ITIL, Process Improvement, IT Service Management, IT Strategy, Cross-functional Team..., Business Process, Project Management, Technical Support, Time Management, Employee Recognition, Superior Work Ethic, Communication, Customer Satisfaction, Vendor Management, Business Analysis, Entrepreneurship, Conceptual Modeling, Business Strategy, Knowledge Management, Technical Writing, Service Desk Management, Team Mentoring, Staffing Models, Professional..., Instructional Design, Development Of Employees, Business Process..., Business Coaching, Strategic Planning, Start-ups, Epicor, Help Desk Support, Management
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
Master, Business Administration; Marketing
DeVry University 2002 — 2005
Bachelor of Science; Honors, Network and Communications Management
Missions Amongst Us ™ January 2015 - Present
brian cork Human Capital 2003 - January 2015
(The) Atlanta Partners, LLC (Acquired by G2 economics) January 1998 - June 2003
Pathfinder Applied Ventures, LLC March 1994 - April 1997
Financial Services Company May 1990 - April 1994
Kaizen Trading October 1984 - May 1990
Skills
Leadership, HR Consulting, Strategy, Strategic Planning, Start-ups, Social Media, Organizational..., Business Development, Strategic Alliances, Recruiting, Executive Search, Strategic Partnerships, New Business Development, Coaching, Program Management, Account Management, Business Strategy, Management
Education
University of Virginia 1980 — 1984
BA, BS
School of Oriental and African Studies, U. of London 1997 — 2001
PhD Candidate
Financial Services Company February 2013 - Present
Grace Church March 2014 - Present
The Deity Debate: A Conversation on the Difficult Questions of Christian Faith May 2014 - May 2014
Jersey Giant Submarines May 2007 - August 2012
Skills
Theology, Christian Apologetics, Expository Preaching, Church Music, Research, Philosophy, Teaching, Public Speaking, Management, Customer Service, Leadership, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Nonprofits
Education
Christian Leaders Institute 2014 — 2015
Diploma Of Ministry, Theology/Theological Studies
The Southern Baptist Theological Seminary 2012 — 2015
Master of Divinity (M.Div.), Christian Philosophy and Apologetics
Michigan State University 2009 — 2012
Bachelor of Arts (B.A.), Political Science - Prelaw
CDM Smith July 2014 - Present
Advent International May 2011 - March 2014
Financial Services Company April 2010 - May 2011
Environmental Services Company January 2010 - March 2010
Keane March 2008 - July 2009
Charles River Associates November 2001 - February 2008
Viant Corporation May 1999 - November 2001
MediaMap June 1995 - November 1998
TJ Maxx 1990 - 1991
Education
Suffolk University - Sawyer Business School 1992 — 1998
MBA, Accounting
University of Maryland College Park 1981 — 1985
Bachelor of Science, Finance
Financial Services Company February 2012 - Present
Oil and Gas Group of Companies February 2012 - April 2015
Educational Institutes February 2010 - February 2012
IT Staffing and Recruiting Company June 2004 - July 2010
Bank of America July 2006 - July 2007
BPS LLC April 1999 - May 2003
Recruiting Agency June 1996 - April 1999
M. C. Enterprises October 1994 - May 1996
District Library November 1986 - July 1994
Skills
QuickBooks, Payroll, Process Improvement, Invoicing, Microsoft Excel, Cash Flow, ADP Payroll, Cash Management, Deposits, Auditing, Outlook
Education
SMU 2012 — 2013
Paralegal Certificate Program
Moscow Modern University for the Humanities 1996 — 1998
Bachelor, law
Kemerovo State University of Culture and Arts 1988 — 1994
Bachelor/Master, Information technology, Library Sciences and Bibliography
District Educational and Production Complex (CPC) , Kemerovo, Russia 1986 — 1988
Certificate of Draftsperson, Drafting of machine parts for mine development
Musical School 1982 — 1988
Piano, Singing
Trinity Video Communications May 2013 - Present
Vimarc September 2006 - April 2013
Clear Channel Radio 2001 - 2006
Cox Media 1999 - 2001
Financial Services Company 1996 - 1999
Skills
Lead Generation, Advertising, Marketing Strategy, Media Planning, Public Relations, Account Management, New Business Development, Strategy, Strategic Planning, Email Marketing, Direct Marketing, Social Media, Brand Management, Online Marketing, Integrated Marketing, Sales Management, B2B, Marketing Communications, Copywriting, Leadership, Contract Negotiation, Social Media Marketing, Team Building, Trade Shows, Sales Presentations, Online Advertising, Sales Process, Market Research, Business Strategy, Proposal Writing, Advertising Sales, Digital Marketing, Brand Development, Digital Media, Revenue Forecasting, Healthcare, Promotions, Non-profits, Corporate Communications, Direct Mail, Media Buying, B2B Marketing, Graphic Design, Photoshop, Product Marketing, Telemedicine, Marketing Management, Medical Equipment, New Market Expansion, Sales Operations
Education
Indiana Wesleyan University
Bachelor of Science, Management
St. Xavier High School 1988 — 1991
Graduate, College/University Preparatory
Center for Sales Strategy 1999 — 1999
Certified, Sales and Marketing
jabber logic September 2011 - Present
Financial Services Company May 2013 - October 2014
Mediaspace Solutions January 2013 - May 2013
Mediaspace Solutions April 2011 - January 2013
Marketing Architects November 2010 - April 2011
Marketing Architects August 2009 - November 2010
Northwest Airlines July 2008 - July 2009
Skills
Integrated Marketing, Direct Marketing, Sales, Project Management, Negotiation, Workshop Facilitation, Research, Training, Pricing, Social Media Marketing, Advertising, Marketing, TV and Radio Campaign..., Relationship Marketing, Advertising Management, Radio Advertising, Tablets, Mobile Advertising, Leadership, Product Development, Marketing Strategy, Advertising Sales, Management, Market Research, Entrepreneurship, Strategic Planning, Online Advertising, Digital Marketing, Strategy, Lead Generation, Media Planning, Online Marketing, Marketing Management, Interactive Marketing, Marketing Research, Digital Strategy, Marketing Communications, Media Buying, SEM, Strategic Partnerships
Education
Michigan State University 2003 — 2008
BA, Marketing
State Farm November 2013 - May 2014
FINRA Arbitration April 2009 - May 2014
Southeastern Natural Sciences Academy August 2012 - May 2013
Financial Services Company September 2002 - July 2012
SouthTrust Bank April 2001 - April 2002
Skills
Sales Management, Banking, Insurance, Investments, Investment Management, Credit Unions, Small Business Lending, Consumer Lending, Legal Research, Legal Compliance, Human Resources, Qualified Retirement..., Strategic Financial..., Marketing, Financial Services, Securities, Retirement Planning, Finance, Leadership, Risk Management, Loans, Budgets, Financial Advisory, Sales, Management, Business Planning, Mortgage Lending, Series 7, Business Strategy, Portfolio Management, Asset Management, Accounting, Fixed Annuities, Financial Analysis, Retirement, Credit, Mutual Funds, Wealth Management, Investment Advisory, Financial Risk, Financial Modeling, Wealth, Series 63, Small Business, Credit Analysis, Corporate Finance, Asset Allocation, Financial Planning
Education
University of South Carolina School of Law 2014 — 2017
Doctor of Law (J.D.), Law
Georgia Regents University
Bachelor of Arts (BA), History
Financial Services Company 2011 - Present
NCAA August 2013 - April 2014
Heartland Collegiate Athletic Conference 2012 - 2013
Wenzel Agency 2010 - 2010
Skills
Management, Budgets
Education
University of Indianapolis 2012 — 2014
Master's Degree, Sport Management
Indiana Wesleyan University 2007 — 2011
Bachelor's degree, Finance and Economics, 3.79
Discover Financial Services March 2012 - Present
Financial Services Company July 2011 - September 2012
Photon Infotech June 2010 - June 2011
Perficient Inc May 2006 - June 2010
Blue Cross Blue Shield Association February 2003 - May 2006
Rapidigm Inc. (since merged with Fujitsu) October 1997 - January 2003
California Software Limited, Chennai, India September 1995 - May 1997
Skills
Mobile..., Open Source Development..., SOA (Process Server,..., Open API Strategy, Agile Project Management, Scrum, WebSphere Application..., WebSphere Portal, WebSphere Process Server, WebSphere Integration..., WebSphere ESB, Weblogic, Xcode, Eclipse, Spring, Hibernate,..., Windows, Strategy, SOA, Agile Methodologies, Mobile Applications, Hibernate, Java Enterprise Edition, Web Services, Mobile Devices, Program Management, Websphere, Enterprise Architecture, Solution Architecture, SDLC, Software Project..., User Experience, Cloud Computing, Testing, Requirements Analysis, Application Architecture, Business Development, Integration, Software Development, Business Intelligence, IT Strategy, Enterprise Software, Security, Data Warehousing, Requirements Gathering, SaaS, Leadership, Vendor Management, Analytics, Management, Business Analysis
Education
Northwestern University 2004 — 2005
Diploma in Project Management, Project Management
SRM Engineering College 1991 — 1995
BE, Computer Science
Vidya Mandir School, Chennai 1977 — 1991
Computer Science
Financial Services Company November 2012 - Present
Chesapeake Energy June 2012 - August 2012
Seagate Technology November 2007 - March 2012
Oklahoma District Attorneys Council (DAC) September 2004 - October 2007
Kemper (Filed Bankruptcy, Laid Off) November 2001 - August 2004
BMK (formerly Jacks Merchandising) March 2000 - October 2001
Skills
Microsoft SQL Server, Databases, Data Warehousing, SQL, Database Administration, SSIS, T-SQL, Performance Tuning, SQL Tuning, SSRS, Disaster Recovery, Requirements Analysis, Data Migration, Replication, Windows Server, Integration, High Availability, Microsoft Office, Management, Business Analysis, SDLC
Education
University of Phoenix 2005 — 2006
Master of Business Administration (MBA), Business Administration, Management and Operations, 3.83
University of Phoenix 2003 — 2005
Bachelor of Science (BS), Business Administration and Management, General, 3.85
Rose State College 1990 — 1993
Associate of Arts and Sciences (AAS), Management Information Systems, General
Accenture Interactive January 2015 - Present
Sapient October 2010 - Present
Morgan StanleyMorgan Stanley February 2010 - May 2010
General Dynamics June 2006 - July 2007
Booz Allen Hamilton May 2002 - May 2005
Financial Services Company January 2000 - January 2002
Chesapeake Mortgage January 1998 - January 2000
United States Marine Corps January 1994 - January 1998
Skills
Microsoft Office, Facilitations, Agile Project Management, Project Management, Object Oriented Modeling, Consensus Building, Influential Communicator, Visio, Analysis, Strategy, Management, Leadership, Facilitation, Cross-functional Team..., Business Process
Education
Fordham University - Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA), Marketing
Ocwen Financial Corporation April 2013 - Present
financial services company 2012 - April 2013
American International Group July 2009 - October 2011
Citi Residential Lending September 2005 - December 2008
American General Finance Inc. April 2000 - September 2005
Associates First Capital Corporation December 1985 - March 2000
Skills
Corporate Finance, Transactional, Due Diligence, Finance, Financial Services, Corporate Governance, Legal Advice, Management, Mergers, Securities, Strategy
Education
Southern Methodist University Dedman School of Law 1977 — 1981
J.D. , M.B.A.
College of the Holy Cross 1973 — 1977
A.B., Political Science
Financial Services Company October 2000 - Present
Champion International January 1980 - September 2000
Skills
Software Project..., Process Improvement, Requirements Analysis, System Testing, Team Management, SDLC, Web Project Management, Systems Analysis, System Design, Software Quality..., Portfolio Management, Insurance, Organizational..., Business Process, SQL, Program Management, IT Strategy, Microsoft SQL Server, COBOL, Leadership, Project Management, Team Building, Business Analysis, Life Insurance, Visio, Agile Project Management, Business Process..., Kanban
Education
Miami University 1975 — 1979
Bachelor of Science (BS), Computer Systems Analysis
Financial Services company June 2011 - Present
Firehouse Window Tint & Clean, Inc. May 2006 - Present
Skills
Payroll, Administrative..., Microsoft Excel, Outlook, Microsoft Office, Customer Service, Data Entry, Event Planning, Office Management, Microsoft Word, Management
Education
Loyola University Chicago 1967 — 1970
BA, English Lit
Bradley University 1964 — 1965
Magenic July 2014 - Present
Magenic July 2013 - July 2014
Financial Services Company January 2013 - July 2014
Magenic February 2012 - June 2013
Global Management Consulting June 2012 - December 2012
Government Agency March 2012 - April 2012
Medical Supplier Company November 2011 - March 2012
Magenic Technologies April 2010 - February 2012
Financial Services Company October 2010 - October 2011
Credit Card Company May 2010 - October 2010
Skills
ASP.NET, Java, C#, Android, Unit Testing, Web Applications, Mobile Applications, User Interface, Visual Studio, WPF, Eclipse, CSLA, CSS, .NET, Software Development, JavaScript, SQL, Web Services
Education
North Dakota State University 2007 — 2009
Bachelors of Science, Computer Science
North Dakota State University 1998 — 2004
Bachelors of Arts, Philosophy
Ortonville High School 1992 — 1998
H.S. Diploma
Financial Services Company October 2010 - Present
Kids Trends Weekly Magazine June 2007 - Present
Tot Trends Weekly Magazine June 2005 - Present
Financial Services Company May 2010 - October 2010
Waterford Wedgewood January 1988 - January 2002
Education
NHTI, Concord's Community College
Computer Science, Programming and Graphics Art
University of Southern Maine - School of Business
Business, Project Management
Atain Insurance Companies September 2014 - Present
Financial Services Company April 2011 - August 2014
Mittelstaedt & McNeely, P.C. May 2010 - April 2011
Mittelstaedt & McNeely, P.C. February 2009 - May 2010
Wayne County Circuit Court - Family Division 2008 - 2008
Mittelstaedt & McNeely, P.C. May 2007 - August 2007
MIttelstaedt & McNeely, P.C. 2004 - 2007
Mittelstaedt & McNeely, P.C. May 2000 - May 2004
Skills
Legal Research, Mediation, Legal Writing, Commercial Litigation, Licensing, Westlaw, Legal Assistance, Regulatory Affairs, Compliance Procedures, Procedures Documentation, Securities License, Securities Regulation, Creditors' Rights, Contract Negotiation, Uniform Commercial Code, Real Estate Transactions, Title Clearing, Foreclosures, Evictions, Collections, Peer Mediation, Employee Training, Drawing, Greeting Cards, Creative Writing, Legal Advice
Education
University of Detroit Mercy School of Law 2006 — 2009
J.D., Law
Michigan State University 2002 — 2006
Bachelor of Arts (B.A.), Social Relations / Social Policy (James Madison College)
Michigan State University 2002 — 2006
Bachelor of Arts (B.A.), Criminal Justice
Financial Services Company October 2013 - Present
KB Home & Zip Realty October 2011 - October 2013
EventSpark July 2012 - June 2013
DriveTime August 2007 - September 2011
Concord Servicing Corporation June 2000 - January 2005
Epic Resorts/Sunterra Resorts June 1996 - June 2000
Skills
Performance Management, Customer Service, Call Center, Operations Management, Process Improvement, Microsoft Office, Cross-functional Team..., Strategic Planning, Coaching, Quality Assurance, Negotiation, Training Delivery, Software Implementation
Education
Florida Institute of Technology
Masters of Science, Management
Florida Institute of Technology
B.S., Psychology
IKOLOJI Sustainable Collaborative
Sustainable Building Advisor
Dynamic World Wide Consultants
Project Managment Professional (In Process)
IBM November 2010 - Present
Health Benefits Company January 2013 - Present
Financial Services Company October 2012 - January 2013
Health Insurance Company June 2012 - October 2012
Bakery Supplier Company August 2011 - April 2012
Telecommunications Company May 2011 - August 2011
Heavy Equipment/Machinery Company March 2011 - May 2011
RDA Group August 2010 - October 2010
WhiteSmoke July 2009 - July 2010
Skills
SAP SD, SAP Sales & Distribution, SAP R/3, SAP ERP, SAP Netweaver, SAP Testing, SAP Security Testing, uPerform, Defect Tracking, HPQC, ETL Tools, Datastage, SQL, MySQL, Toad, Wordpress, Turkish, Data Audit, Data Validation, Datastage 8.7
Education
2003 — 2007
B.A., International Relations & Political Science
Adana Anadolu Lisesi
Financial Services Company November 2003 - Present
Financial Services Company May 1999 - November 2003
Skills
FINRA, Series 63, Options, Financial Markets, Trading, ETFs, Securities, Mutual Funds, Series 7, Bonds, Equity Trading, Series 24, Investments, Equities
Education
Rollins College - Crummer Graduate School of Business 2001 — 2003
MBA, Marketing/Finance
Rollins College 1997 — 2001
Bachelor of Arts, Economics/Business Administration
Financial Services Company April 2011 - Present
New Horizons Computer Learning Center June 2006 - Present
StarTech Total Data Solutions, Inc February 2006 - Present
The Sage Colleges January 2006 - Present
New Horizons Computer Learning Center 2006 - Present
Worldwide Learning Services, Inc. January 2003 - June 2006
Education
Norwich University 1990 — 1993
MA, Management
Southern Vermont College 1979 — 1983
BS, Business Management
Florida Business Bank August 2015 - Present
Financial Services Company May 2009 - June 2015
Aerotek January 2009 - May 2009
Seacoast National Bank May 2003 - December 2008
Fred Alger Management, Inc. May 1999 - February 2002
Chase Manhattan Bank September 1994 - April 1999
US Trust Company September 1994 - April 1999
Skills
Credit, Mortgage Lending, Loans, Banking, Management, Portfolio Management, Customer Service, Finance, Underwriting, Financial Analysis
Education
Indian River State College 2002 — 2003
CNA Insurance 2014 - Present
Financial Services Company 2012 - 2014
Farmers Insurance Group of Companies 2010 - 2012
Discover Financial Services 2007 - 2010
Ford Motor Company 2004 - 2007
Ford Motor Company 2001 - 2004
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
Rutgers University-New Brunswick
Doctor of Philosophy (Ph.D.)
University of Science and Technology of China
Bachelor of Applied Science (B.A.Sc.)
MHW Public Relations & Communications April 2006 - Present
Greater KC Chapter of AUSA January 2012 - February 2014
Financial Services Company December 2004 - April 2006
U.S. Army (Office of the Chief of Staff, Strategic Communications) December 1984 - December 2004
Skills
Strategic Communications, Media Relations, Crisis Communications, Internal Communications, Public Affairs, Public Speaking, Leadership, Public Relations, Corporate Communications, Government, Speech Writing, Event Planning, Strategy, Integrated Marketing, Online Marketing, Strategic Planning, Writing, Social Media, Non-profits, Press Releases, Marketing Communications, Social Networking, Content Strategy, Team Leadership, Spokesperson, New Media, SEO, Marketing, Editing, Community Outreach, Fundraising, Event Management, National Security, Facebook, Marketing Strategy, Advertising, Research, Newsletters, Social Media Marketing, Blogging, Copywriting, Leadership Development, Communications Planning, Publicity, Message Development, Army, Proposal Writing, Organizational..., Policy, Training
Education
Marshall University 1992 — 1993
M.A., Journalism/Public Relations
Western Carolina University 1981 — 1984
B.A., English/Technical Writing
CGSC 1997 — 1998
Carteledge Group and SKSolutions May 2009 - Present
Financial Services Company 2010 - 2011
Financial Services Company 2009 - 2011
Financial Services Company 2009 - 2011
Financial Services Company 2009 - 2010
Teradata Corporation July 2007 - May 2009
SAS Institute December 2003 - March 2007
IBM Corporation December 1997 - December 2003
Digital Equipment Corp 1990 - 1995
Skills
Strategic Consulting, Project Assessments, EDW business case, Business Analysis, Marketing Solution..., CRM Solutions, Contact Centre, Facilitation JAD..., Enterprise Data..., Data Governance, Marketing, Project Management, CRM, Business Intelligence, Strategy, Business Development, Product Management, Business Strategy, P&L Management, Enterprise Software, Solution Selling, Management, New Business Development, Start-ups, Banking, Sales Management, Selling, Financial Services, Sales, Training, Strategic Partnerships, Management Consulting, Pre-sales, Finance, Analytics, Integrated Marketing, Outsourcing, Executive Management, Professional Services, Business Process..., Vendor Management
Education
Emory University 1984 — 1984
Executive Management, Business
State University of New York at Buffalo - School of Management 1974 — 1976
MBA, Finance and Management
Canisius College
BS, Finance & Economics
Financial Services Company August 2006 - Present
Financial Services Company February 2001 - August 2006
Lucent NetworkCare Professional Services August 2000 - February 2001
Norstan Consulting September 1996 - August 2000
Government of Alberta January 1994 - July 1996
Alberta Public Works, Telecommunications January 1988 - January 1994
Alberta Public Works, Telecommunications January 1985 - January 1988
Skills
Telecommunications, Security, Networking, Windows Server, Project Management, Management, Network Administration, Infrastructure, Network Architecture, Information Technology, Telephony, Network Engineering, Consulting, Negotiation, Vendor Management
Education
University of Phoenix 1996 — 2011
Bachelor of Science, Management
University of Alberta 1988 — 1991
Northern Alberta Institute of Technology 1983 — 1985
Telecommunications Engineering Technology, Telecommunications
Financial Services Company March 2015 - Present
Financial Services Company April 2007 - March 2015
Frontier Airlines September 2002 - April 2007
Lakeshore Learning Materials 2001 - 2002
eStyle.com 1999 - 2001
Walt Disney Company 1996 - 1999
Applause 1992 - 1996
Skills
Project Management, Web Development, Marketing Communications, Digital Marketing, Process Improvement, Product Development, Microsoft Excel, Salesforce.com, Photoshop, Social Media, Graphic Design, Leadership, Microsoft Word, Brand Development, Data Analysis, Flash, SEO, Project Planning, Adobe Creative Suite, Budgets, E-commerce, Google Analytics, Mac, Online Marketing, Product Management, SEM, Website Development
Education
California State University-Northridge 1997 — 2000
Bachelor of Arts (B.A.), Graphic Design
Liberty Bank CT April 2013 - Present
Bank in United States May 2007 - March 2013
Bovano Industries Inc. 2001 - 2007
Financial Services Company 1985 - 2001
Skills
Strategic Planning, Sales Management, Financial Analysis, New Business Development, Sales, Mortgage Lending, Banking, Negotiation, Risk Management, Loans, Credit, Leadership, Business Development, Business Planning, Customer Service, Consumer Lending, Finance, Relationship Management, Management Consulting, Retail Banking, Management, Strategy, Coaching, Business Strategy, Commercial Lending, Branch Banking, Loan Origination, Branch Management, Cross Selling
Education
Northeastern University 1979 — 1983
BS, Finance and Insurance Risk Management
-- March 2007 - Present
Financial Services Company 2002 - 2007
Education
City University of New York-Hunter College
Financial Services Company March 2013 - Present
USAA September 2010 - February 2013
U.S. Global Investors January 2008 - September 2010
AIM Investments January 2004 - December 2007
AIM Investments 2000 - 2004
Education
Michigan State University
University of Houston
Teradata May 2001 - Present
Financial Services Company June 2012 - October 2014
Financial Services Company August 2011 - June 2012
Pfizer November 2008 - July 2011
GlaxoSmithKline August 2007 - November 2008
Washington Mutual Bank June 2008 - October 2008
Morgan Stanley January 2006 - August 2007
GE Capital 2004 - 2005
Kelly Services March 2003 - April 2004
The Goodyear Tire & Rubber Company January 2002 - February 2003
Skills
Data Modeling, Data Warehousing, Oracle, Teradata, Data Migration, ETL, Business Intelligence, Informatica, Enterprise Architecture, SQL, Solution Architecture, Business Process, Software Development, Business Intelligence...
Education
Michigan State University 1998 — 2000
MS, Electrical Engineering
University of Mumbai 1994 — 1998
Bachelor of Engineering (BEng), Electrical and Electronics Engineering, First Class with Honors
Financial Services company Marketing ManagerAmeriprise Financial1999 - Present
Education
Smith College 1992 — 1996
Financial Services Company October 2001 - Present
Education
National Institute of Technology Kurukshetra 1993 — 1997
Financial Services Company 2004 - Present
Education
Doane College 1987 — 1991
Financial Services Company May 2014 - Present
Fiserv October 2011 - May 2014
AMS Servicing LLC April 2008 - October 2011
First Magnus Financial Corporation February 2007 - August 2007
FIRST NATIONAL BANK OF OMAHA November 2005 - July 2006
POPULAR MORTGAGE SERVICING, INC. 2000 - 2006
Skills
Customer Experience..., Lean and Design for Six..., Business Analysis, Process Improvement, Strategy, Change Management, Analysis, Management, Leadership, Call Centers, Strategic Planning, Banking, Program Management, Project Management, Business Process, Analytics, Financial Analysis, Business Strategy, Budgets, Finance, SDLC, Operations Management, Risk Management, Mortgage Lending, Business Development, Call Center, Customer Service, Coaching, Training, Business Planning, Forecasting, Budgeting, Six Sigma
Education
Ohio University 1983 — 1986
Theater
Financial Services Company January 2013 - Present
PetSmart February 2012 - January 2013
Arizona State University May 2010 - December 2011
Calence LLC October 2007 - December 2008
Scottsdale Unified School District November 2006 - October 2007
Scottsdale Unified School District August 2006 - November 2006
Skills
Visio, Network Security, Microsoft Exchange, Troubleshooting, Technical Support, Networking, Switches, System Administration, Linux, Hardware, Software Documentation, Windows, Cloud Computing, SQL, Network Engineering, Cisco Technologies, Active Directory, Information Security, Infrastructure
Education
Arizona State University 2009 — 2011
Bachelors of Applied Science, Software and Computing Systems
Mesa Community College 2004 — 2007
Associates of Applied Science, Network Administration
Financial Services Company September 2015 - Present
Kadroodle Consulting, stand-out copywriting services for extraordinary businesses like yours. October 2002 - Present
Financial Services Company June 2014 - September 2015
Karsh\Hagan November 2009 - June 2014
Aesthetic Education Institute of Colorado (AEIC) 2003 - 2009
McClain Finlon Advertising December 2005 - March 2007
Graland Country Day School April 2002 - December 2002
Institute for Nutraceutical Advancement April 1999 - March 2002
Skills
Interactive Advertising, Editing, Newsletters, Blogging, Copy Editing, Brochures, Digital Marketing, Digital Strategy, Online Advertising, Email Marketing, Advertising, Copywriting, Creative Writing, Marketing, InDesign, Content Strategy, Direct Marketing, SEO, Marketing Strategy, Web Content, Radio, Content Development, Online Marketing, Brand Development, Integrated Marketing, Marketing Communications, Branding, Creative Strategy, Writing, Social Media Marketing, Creative Direction, Direct Mail, Social Media, Branding & Identity
Education
University of Denver 1990 — 1995
Ph.D., Literature and Creative Writing
Lake Forest College 1987 — 1990
B.A., English, Creative Writing and Art History
Ripon College 1986 — 1987
English
North Shore Country Day School 1979 — 1986
Cincinnati Based Financial Services Company 2012 - Present
Independent August 2011 - Present
Fortune 500 Financial Services Company March 2012 - October 2012
Financial Services Company July 2007 - March 2012
RED August 2005 - March 2007
Info-Hold August 2000 - August 2005
Skills
Editing, Video, Press Releases, Multimedia, Direct Marketing, Documentaries, Copywriting, Research, Creative Writing, Marketing, Social Media, Marketing Communications, Advertising, Television, Microsoft Office, Strategic Planning, Public Relations, Video Production, Copy Editing, Blogging
Education
Northern Kentucky University 2009 — 2013
Master of Arts, Communication
Miami University 1995 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
Financial Services Company July 2008 - Present
Fidelity Investments January 1986 - July 2007
Education
Bentley University 1980 — 1984
Management, Management
Through Eagles Eyes, Inc. January 2004 - Present
Through Eagles Eyes, Inc. January 2004 - Present
Merrill Lynch November 1999 - December 2003
Financial Services Company November 1999 - December 2003
Merrill Lynch September 1981 - December 2003
Merrill Lynch September 1991 - November 1996
Merrill Lynch September 1981 - March 1990
Skills
Coaching, Mentoring, Change Management, Public Speaking, Leadership Development, Team Building, Performance Management, Executive Coaching, Employee Engagement, Management Consulting, Talent Management, Teaching, Healing, Entrepreneurship, Management, Leadership, Organizational..., Customer Service, Nonprofits, Personal Development, Marketing, Strategic Planning, Recruiting, Team Leadership, CRM, Culture Change, Executive Development, Human Resources, Succession Planning, Training, Career Counseling, Career Development, Organizational..., Business Strategy, Small Business, Budgets, Time Management, Emotional Intelligence, Workshop Facilitation
Education
Institute of Life Coach Training 2003 — 2008
Graduate, Coaching, Mentoring, Assessments
Coaching & Mentoring International 2005 — 2007
Graduate, Coaching & Mentoring
Institute of Life Coach Training 2003 — 2006
Professional Certified Coach, Business/Corporate Communications
Indiana University South Bend 1975 — 1978
Indiana University
Associates Degree, Accounting
Washington High School
Financial Services Company 2003 - Present
CSFBdirect 1997 - 2001
Pershing 1993 - 1997
Dean Witter 1992 - 1993
Skills
Series 24, FINRA, Securities, Mutual Funds, Financial Services, Series 7, AML
Education
Rutgers University-New Brunswick
Financial Services Company February 1992 - Present
Education
Amarillo College 1978 — 1982
General Studies
Financial Services Company May 2012 - Present
The Guardian Life Insurance Company of America June 2010 - May 2012
KPMG ( Formerly known as Rothstein Kass) May 2008 - June 2010
Andrew Sportsclub, Inc December 2003 - May 2008
Skills
ETL, SSRS, Performance Tuning, SSIS, Microsoft SQL Server, T-SQL, Disaster Recovery, Stored Procedures, Databases, Data Modeling, Database Administration, SQL, Data Migration, Replication, Business Intelligence, Analysis Services
Education
Doctor Babasaheb Ambedkar Marathwada University
B.E., Electronics
Financial Services Company February 2007 - Present
Skills
Retirement Planning, Investments, Asset Managment, Estate Planning, Strategic Financial..., Wealth Management, Series 7, Investment Advisory, Change Management, Strategic Planning, Retirement, Process Improvement, Financial Advisory, Business Development, Business Strategy, Sales, Business Planning, Public Speaking, Project Management, Wealth Accumulation, Wealth, Insurance, Asset Management, Securities
Education
University of Houston 1998 — 2000
MBA, Business Admin/Finance
Houston Baptist University 1989 — 1991
MA, Psychology
Houston Baptist University 1986 — 1991
BA/BA, Pschology/Theology
Supporting Strategies March 2014 - Present
Financial Services Company 1997 - 2005
Arthur Andersen 1990 - 1997
Skills
Financial Analysis, Auditing, Internal Controls, Tax, Sarbanes-Oxley Act, Microsoft Office, Asset Management, Accounting, Financial Reporting, SEC filings, Financial Accounting, Corporate Tax, Income Tax, Customer Service, QuickBooks, GAAP, Tax Accounting
Education
College of the Holy Cross 1985 — 1989
Bachelor of Arts (B.A.), Economics
Northeastern University - Graduate School of Business Administration 1990 — 1991
MBA/MS, Accounting
Financial Services Company July 2009 - Present
Pfingsten Partners February 2006 - April 2009
Chicago Federal Home Loan Bank 2003 - 2006
Skills
Personnel Management, Change Management, PowerPoint, ADP Payroll, Employee Relations, Microsoft Excel, Human Resources, Microsoft Word, Performance Management, Training, Applicant Tracking..., Leadership, Time Management, Onboarding, Budgets, Customer Service, Recruiting
Education
Harper College 1994 — 1998
A.A.
Financial Services Company October 1999 - Present
Countrywide Investments October 1997 - October 1999
Leshner Financial Services September 1989 - September 1997
Colonial Investment Services January 1988 - June 1989
Merrill Lynch August 1980 - December 1987
Education
Stony Brook University 1973 — 1977
BA, Economics
Red Haute & Co. September 2008 - Present
Financial Services Company February 2012 - October 2012
Anne Fontaine September 2009 - April 2011
Blue Coat Systems June 2008 - July 2008
Packeteer December 2007 - June 2008
Financial Services Company October 2007 - June 2008
Financial Services Company September 2005 - September 2006
Skills
Retail, Sales, Marketing, Customer Service, Visual Merchandising, Product Marketing, Social Media Marketing, Merchandising, Fashion, Microsoft Office, Sales Management, Email Marketing, Event Planning, Advertising, PowerPoint, Public Relations, Team Building, Event Management, Social Media, Time Management, Facebook, Social Networking
Education
University of California, Santa Barbara 2014 — 2016
Bachelor of Arts (B.A.), Communication
Riverside Community College 2012 — 2014
Associate of Arts (AA), Administration & Information Systems
Fashion Institute of Design & Merchandising 2006 — 2009
Associate of Arts (AA), Merchandise Marketing
Financial Services Company July 1999 - Present
Education
Concordia College 1973 — 1978
BA, History
CEI (ceiamerica.com) August 2015 - Present
Financial Services Company February 2015 - Present
FRB Philadelphia 2015 - 2015
PPL 2014 - 2015
American Water May 2012 - December 2014
PPL November 2004 - June 2012
PPL June 2001 - November 2004
Netigy September 1999 - April 2001
First Consulting Group June 1998 - September 1999
Reuben H. Donnelley, Inc. May 1997 - May 1998
Skills
Project Coordination, Information Security..., Team Leadership, Staff Mentoring, Regulatory Requirements, Risk Analysis, Risk Assessment, Risk Mitigation, Risk Management, Compliance, Compliance Audits, Standards Compliance, Security Policy, Process Improvement, Incident Management, Incident Analysis, Vulnerability Assessment, Vulnerability Management, Vulnerability Scanning, CISSP, CISA, CISM, ISSEP, Network Security, Computer Security, Security Audits, Internet Security, Information Security..., Customer Service, Cross-functional Team..., Managed Security..., Penetration Testing, NERC, Information Security, Security, Data Center, VPN, Disaster Recovery, WAN, Routers, Servers, Quality Auditing, Networking, Windows Server, Incident Handling, Integration, Information Technology
Education
Colorado Technical University 2005 — 2006
MSIS, Information Security Management
Financial Services Company July 2006 - Present
SIGNATURE SPECIALISTS June 2004 - January 2006
RC2 CORPORATION January 1999 - January 2004
Skills
Management, CRM, Call Centers, Analysis, Mentoring, Problem Solving, Coaching, Customer Service, Marketing, Finance, Leadership, Client Relations, Banking, Team Leadership, Financial Services, Process Improvement, Team Building, Strategic Planning
Education
DePaul University
Project Manager Certificate
Loyola University Chicago
Bachelor of Arts (B.A.), Political Science, Cum Laude
Financial Services Company June 2014 - Present
Butler Community College August 2012 - Present
USD 490 El Dorado September 2013 - May 2014
Susan B. Allen Memorial Hospital November 2005 - November 2012
Kansas LIFE Project April 2003 - October 2005
Skills
Annual Giving, Board Development, Fundraising, Community Relations, Non-profits, Healthcare, Nonprofits, Community Development, Philanthropy, Grant Writing, Planned Giving, Stewardship, Grants, Volunteer Management, Community Outreach, Program Development, Non-profit..., Public Speaking, Event Planning, Leadership Development, Leadership, Public Relations, Strategic Planning
Education
Butler Community College
Wichita State University
Psychology and Sociology
Financial Services Company October 2012 - Present
Morgan Stanley Smith Barney February 2011 - September 2012
Select Portfolio Servicing May 2010 - January 2011
Zions Bank March 2007 - July 2009
Education
University of Utah - David Eccles School of Business 2008 — 2010
Master of Science, Finance
Brigham Young University 2004 — 2007
Bachelor, Exercise Science
Financial Services Company October 2010 - Present
Skills
Strategic Planning, Private Equity, Financial Modeling, Business Strategy, Financial Analysis, Due Diligence
Education
Emory University
FIG Strategic Learning Solutions, LLC January 2012 - Present
Financial Services Company March 2012 - August 2012
Wells Fargo Advisors July 2009 - December 2011
Wachovia Corporation January 1995 - June 2009
Wachovia Corporation January 1995 - June 2009
Wachovia Bank January 1995 - June 2009
Digital Equipment Corporation January 1991 - January 1993
Digital Equipment Corporation January 1989 - January 1991
Digital Equipment Corp. January 1987 - January 1989
Skills
Program Management, Project Management, Curriculum Management, Coaching, Budget Management,..., Client Communication, Instructional Design, Problem Analysis, Problem Solving, Training & Development, Staff Management, Needs Analysis, Resource Allocation, Banking, Training, Captivate, Employee Training, Business Process..., Leadership, Blended Learning, Management Consulting, Leadership Development, Learning Management, Instructor-led Training, Team Leadership, Performance Management, E-Learning, Curriculum Design, Training Delivery, Team Building, Risk Management, Project Planning, Management, Change Management, SharePoint, Technical Writing, Visio, Process Improvement, Organizational..., Software Documentation, ADDIE, Workshop Facilitation, Budgets, Strategy, Performance Consulting, Performance Improvement
Education
The Center for Effective Performance
Member of ASTD
Northeastern University
Financial Services Company January 2015 - Present
Genworth Financial September 2008 - January 2015
Old Navy February 2006 - September 2008
Education
Burnsville Senior High School
Normandale Community College
Associate's Degree
Financial Services Company 1988 - Present
Great West Life 2002 - June 2011
Great-West June 2002 - March 2011
Great-West Retirement Services June 2002 - 2011
Great-West Life and Annuity Insurance Company March 1999 - June 2002
Education
Loyola Marymount University 2004 — 2008
Bachelors in Business Administration, Marketing
Financial Services Company June 2011 - Present
Elmsford Union Free School District April 2008 - November 2008
Mount Vernon CSD May 2002 - April 2008
Education
SUNY/New Paltz 2005 — 2007
CAS, Certificate in Advanced Studies
Mercy College 1999 — 1999
MS, Organizational Leadership
Mercy College 1982 — 1986
BS, Accounting
Morgan Stanley June 2013 - July 2014
Morgan Stanley Fund Services August 2009 - June 2013
GlobeOp Financial Services April 2008 - December 2008
GlobeOp Financial Services July 2006 - April 2008
BNY Mellon August 2005 - July 2006
Financial Services Company June 2003 - August 2005
Skills
Hedge Funds, Investment Banking, Capital Markets, Management, Investor Relations, Bloomberg, Financial Services, Financial Analysis, Equities, Equity Derivatives, Fixed Income, Alternative Investments, Financial Markets, Asset Management, Investments, Mutual Funds, Securities, Portfolio Management, Trust Management, Wealth Management, Business Analysis, Due Diligence, CRM, Anti Money Laundering, KYC
Education
Manhattanville College 1999 — 2003
Bachelor's degree
Hicksville High School
American Dental Partners January 2015 - Present
EMD Shared Services America July 2011 - January 2015
QueBIT Consulting 2010 - 2011
Financial Services Company July 2004 - October 2009
Financial Services Company March 1999 - July 2004
State Street April 1998 - March 1999
State Street September 1996 - April 1998
State Street April 1995 - September 1996
State Street November 1991 - April 1995
Skills
Business Analysis, SQL, Visio, Financial Analysis, GAUSS Financial..., IBM Cognos TM1, SAP BW
Education
Boston College 1985 — 1987
Master of Arts, Mathematics
Boston Latin Academy
Northeastern University
Object Oriented Programming
Suffolk University
Bachelor of Science, Mathematics and Computer Science
Financial services company July 2011 - Present
Sharecare April 2011 - Present
Pharmaceutical and medical communications agencies March 2011 - Present
Demand Media Studios July 2010 - Present
Prudential Financial December 2010 - February 2011
WPI Communications, Inc. February 2004 - December 2008
MetLife August 1998 - February 2003
Skills
Microsoft Word, Excel..., Publishing, Copy Editing, Advertising, Editorial, Magazines, Microsoft Office, Proofreading, Research
Education
City University of New York-Queens College
Bachelor of Arts (B.A.), Linguistics, Summa Cum Laude
Queens College, CUNY
Financial Services Company Solution ArchitectAtos IndiaJanuary 2011 - September 2011
Infosys Technologies Ltd October 2008 - July 2009
TCS 2000 - 2008
Skills
EAI, TIBCO, Java, JMS, J2EE, Struts, Spring, SOA, Java Enterprise Edition, Solution Architecture, SDLC, Project Management, Web Services, Requirements Analysis, Software Project..., PL/SQL
Education
Symbiosis institute of Management Studies 2009 — 2010
Executive PGDM, Finance, General
Sardar Patel College of Engineering,Mumbai 1996 — 2000
B.E., Electrical
Sathaye College , Parle 1994 — 1996
HSC, 11th - 12th
Parle Tilak Vidyalaya 1984 — 1994
SSC, Schooling
People Strategies Unlimited, L.L.C. October 1998 - Present
Financial Services Company January 2008 - October 2009
Cardio Systems, Inc. November 1996 - September 1998
Texas Workforce Commission January 1992 - November 1996
Education
Southern Methodist University Dedman School of Law
Juris Doctor, Law
The University of Texas at Austin
Bachelor of Business Administration, Marketing
Financial Services Company November 2011 - Present
Merrill Lynch September 2010 - November 2012
CHARLES SCHWAB & COMPANY June 2006 - September 2011
AXA Advisors May 2003 - June 2006
Skills
Competitive Analysis, Cross-functional Team..., New Business Development, Marketing Strategy, CRM, Forecasting, Strategy, Investments, Negotiation, Financial Analysis, Financial Modeling, Strategic Planning, Management, Analysis, Sales
Education
Regis University 2006 — 2008
Masters, MBA Finance and Accounting
University of Utah - David Eccles School of Business 2000 — 2002
Bachelors of Science, Finance
Mars Hill University 1996 — 1998
Financial Services Company June 2011 - April 2014
Tax Software Company April 2010 - June 2011
Engineering Software Company April 2008 - April 2010
Engineering Software Company July 2004 - April 2008
Skills
Editing, Project Management, Proofreading, Marketing, Training, Content Management, Technical Writing, Copywriting, SharePoint, Social Media, Web Content, Publishing, Web Content Management, Demand Generation, Camtasia, Dreamweaver, Web Design, Leadership, Social Networking, Management, E-Learning, Instructional Design
Education
Penn State University 2007 — 2010
Master of Project Management
Penn State University 1999 — 2003
Bachelor of Science in Business
Penn State University 1999 — 2003
Bachelor of Arts in Professional Writing
HP Enterprise Services May 2011 - Present
Financial Services Company September 2004 - May 2011
Education
NJ Institute of Technology 1988 — 1992
Masters, Computer Science
Manhattan College 1983 — 1985
Bachelor's degree, Computer and Information Sciences and Support Services
Manhattan College 1982 — 1985
Bachelor's degree, Computer and Information Sciences and Support Services
Community College of Aurora August 2013 - Present
financial services company November 2012 - Present
Daniels College of Business July 2012 - August 2012
Center for Teaching and Learning at BYU November 2010 - May 2012
Center for Teaching and Learning at BYU November 2008 - May 2012
Art History department at Brigham Young University August 2009 - April 2012
Brigham Young University August 2011 - December 2011
Museum of Art, BYU April 2011 - August 2011
Shirley's Bakery August 2006 - November 2008
Skills
Teaching, Research, Editing, Academic Writing, Public Speaking, Adobe Creative Suite, PowerPoint, Statistics, Tutoring, Microsoft Office, Chicago Style, Technical Writing, Higher Education, Marketing, Art History
Education
Brigham Young University 2010 — 2012
MA, Art History; Italian Baroque
Brigham Young University 2005 — 2010
BA, Art History
Fidelity Investments October 2013 - Present
Fidelity Investments February 2012 - October 2013
Financial Services Company October 2007 - January 2012
Skills
Service Delivery, Service Improvement, Project Delivery, Outsourcing, Offshoring, Project Portfolio..., Transition Management, Sla, Service Management, Process Improvement, Stakeholder Management, Business Process..., Resource Management, Governance, Call Centers
Education
Bradley University 1995 — 1999
Bachelor of Arts
Ames Senior High 1991 — 1995
Bottom Line Maximizers 2010 - Present
Financial Services Company 2000 - 2010
Skills
Investment Management, Financial Planning, Financial Analysis, Risk Management, Business Planning, Wealth Management, Relationship Management, Operational Risk..., Cost Management..., Profit Improvement, Profit Maximization, Retirement Planning, Risk Mitigation, Business Strategy, Expense Reduction, Financial Modeling, Cost Reduction, Cost Containment, Cost Recovery, Cost Reduction Analysis, Business Consulting, Sales, Asset Allocation, Portfolio Management, Trust Services, Holistic Financial..., Advanced C Level..., Business Development..., Strategic Financial..., Strategic Sourcing, Insurance Planning, Budgeting, Estate Planning, Sales Training, Account Management, Supplier Management
Education
Rider University
B.S in Commerce
Financial Services Company June 2004 - Present
Harley-Davidson Elk River MN 2000 - 2004
VISTAinfo (Moore Data Management) 1998 - 2000
Federal Cartridge Company 1995 - 1998
Piper Jaffray 1987 - 1995
Education
St. Cloud State University 1984 — 1987
BS Communications
Cooper High School
Art Gallery October 2013 - Present
Financial Services Company 2012 - 2012
University of Phoenix 2010 - 2011
University of Phoenix May 2007 - August 2010
University of Phoenix August 2001 - May 2007
Skills
Administrative..., Research, Program Management, Higher Education, Enrollment Management, Admissions, Instructional Design, Oral & Written..., Training, Microsoft Excel, Staff Development, Academic Administration, Adult Education, Student Affairs, Public Speaking, Resume Writing
Education
Oakland University 1995 — 2000
BA, History/English
Kleen-Tech Services Corporation January 2015 - Present
Financial services company February 2012 - January 2015
Wayin October 2011 - October 2012
Financial Services Company August 2005 - February 2012
Askimbo June 2000 - June 2008
INVESCO Funds Group/AIM Investments May 1997 - August 2005
Skills
Interviewing Subject..., Relationship Management, Creative Problem Solving, Creative Writing, Proposal Writing, Government Proposals, Proposal Production, FINRA Series 26, FINRA Series 6, Mutual Funds, Investments, Retirement Planning, Retirement, Financial Services, Insurance, 401k, Customer Service, Securities, Pensions, Financial Planning
Education
Southern Illinois University, Carbondale 1992 — 1997
Bachelor of Arts (B.A.), English (Creative Writing)/Journalism
ALPS, A DST Company July 2013 - Present
Financial Services Company 2007 - July 2013
Financial Services Company 2004 - 2007
Financial Services Company 2001 - 2004
OppenheimerFunds 1998 - 2000
Skills
Mutual Funds, SEC Financial Reporting, Board of Directors...
Education
Kansas State University 1993 — 1997
Bachelor's degree, Finance, General
Financial Services Company November 2013 - Present
Financial Services Company March 2007 - November 2013
Western Sugar Cooperative January 2004 - April 2006
Turner Construction Company July 1996 - June 2000
Turner Construction Company August 1993 - July 1996
Skills
Account Reconciliation, Mutual Funds, Project Accounting, Accounts Payable, Accounts Receivable, Financial Analysis, Construction Accounting, Lien Waivers, Bank Reconciliation, G/L Reconciliations, Budget Reconciliation, Budget Forecasts, budget vs actual..., treasury accounting, Financial Statements, Accounting, Finance
Education
Michigan State University
Bachelor's degree, Finance
NTYA November 2011 - Present
Retail Financial Services Company 2011 - 2014
Retail Financial Services Company 2008 - 2011
Financial Services Company 2005 - 2008
Education
Tarrant County College 2008 — 2011
Associate of Arts (A.A.)