First Capital Life
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First Capital Life Employees
EverSafe - a provider of technology solutions to combat financial exploitation of older Americans August 2014 - Present
Credit Management Solutions, Inc. / FIS May 2013 - November 2014
CoreLogic January 2011 - April 2013
CoreLogic June 2010 - January 2011
First American Financial Corporation November 2009 - June 2010
First Advantage September 2005 - November 2009
First American Financial Corporation March 1999 - September 2005
First Capital Life 1983 - 1993
PwC 1980 - 1983
Skills
Mergers & Acquisitions, Financial Reporting, Corporate Finance, Finance, Financial Modeling, Strategic Planning, Auditing, Budgets, Business Analysis, Business Development, Process Improvement, Strategy, Executive Management, Financial Analysis, Managerial Finance, Mergers, Restructuring, Sarbanes-Oxley Act, Forecasting, Accounting, Financial Services, Variance Analysis, Analysis, Cash Flow, Banking, Management, Risk Management, Start-ups, Due Diligence, Credit, Strategic Financial...
Education
San Diego State University-California State University
Bachelor's degree, Business Administration / Accounting
Western Washington University
MedImpact Healthcare Systems, Inc. May 2008 - Present
MedImpact 2008 - Present
First Capital Life 1981 - 1994
Education
National University 1992 — 1996
Microsoft September 2010 - Present
Microsoft Corporation November 2005 - September 2010
Nordstrom February 2004 - November 2005
TeachFirst 2000 - 2003
Byers & Hughes, LLC January 1999 - June 2000
Safeco Insurance August 1997 - December 1998
GE Capital April 1996 - August 1997
Pacific Life Insurance 1988 - 1996
First Capital Life 1982 - 1988
Deloitte 1976 - 1982
Skills
Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Revenue Recognition, External Audit
Education
University of Oregon
MBA, Accounting
Pacific Life 1999 - Present
Heartland Chapter of the IIBA January 2010 - January 2012
SAFECO Life 1997 - 1999
Chubb Life/Jefferson Pilot Life 1991 - 1997
First Capital Life 1987 - 1991
Great-West Life 1981 - 1987
Skills
Business Requirements, Requirements Gathering, Business Analysis, SDLC, Software Project..., Systems Analysis, Requirements Analysis, Visio, Business Process..., PMO, Access, Business Intelligence, Business Process, Project Portfolio..., Microsoft Project, Requirements Management, Functional..., Functional Requirements, Functional Design, Functional Analysis, Data Modeling, Data Flow, Process Flow, Gap Analysis, Data Mapping, User Interface Design, Vendor Relations, Iterative Methodologies, Waterfall Methodologies, Data Conversion, Process Modeling, Decision Modeling, Use Case, Mentoring, Offshore Relations, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Outlook, SharePoint, Livelink, HP Quality Center, MKS Integrity, GoToMeeting, Lync, Test Planning, Post-production Support, Project Management, Project Planning
Education
University of Colorado Colorado Springs
Computer Sciences Corp May 1992 - Present
Security Life of Denver January 1990 - May 1992
First Capital Life 1986 - 1990
Skills
Requirements Analysis, IT Strategy, Requirements Gathering, Business Process..., Business Process, Business Requirements, SDLC, PMO, Business Analysis, Solution Architecture, Software Project..., Enterprise Architecture, Project Delivery, Systems Analysis, Project Portfolio...
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Communications
Crump Insurance/First Allied June 2010 - Present
Advanced Equities November 2004 - October 2008
Principal Financial Group July 2002 - November 2004
LPL October 2000 - April 2002
Sentra Securities May 1998 - April 1999
Pacific Life January 1992 - April 1998
First Capital Life June 1982 - November 1990
Education
San Diego State University-California State University 1974 — 1979
BA, Humanities
Academy of Our Lady of Peace 1969 — 1973
College Prep
D. L. Phares & Associates June 1997 - Present
First Capital Life 1978 - 1990
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Social Media Marketing, Graphic Design, Office Management, Administrative..., Travel Arrangements, Invoicing, Event Planning, Spreadsheets, Property Management, Telephone Skills, Data Entry, Budgets, Blogging, PowerPoint, Time Management, Office Administration, Outlook, Coaching, Lease Administration, Sales, Accounts Payable, Accounts Receivable, Facebook, Real Estate, Calendars
Education
San Diego Mesa College 1973 — 1976
Allstate Financial 1988 - Present
Lincoln Benefit Life 1987 - 2010
First Capital Life Insurance Company 1985 - 1987
First Capital Life 1985 - 1987
E.F. Hutton Life Insurance Company 1982 - 1985
Transamerica Occidental 1977 - 1982
Skills
Life Insurance, Actuarial Science, Fixed Annuities, Reinsurance, Insurance, Financial Analysis, Financial Risk, Financial Planning, Term Life Insurance, Enterprise Risk..., Retirement Planning, Risk Management, Universal Life, Financial Services, Long-term Care
Education
University of Nebraska-Lincoln 1973 — 1977
BS, Mathematics/ Economics
Central High School, Omaha, ne 1970 — 1973
high school diploma
Self Employed / Retired June 2010 - Present
CSUSM August 2006 - June 2011
Aardvark Property Management June 2002 - August 2006
Golden Eagle Insurance August 1991 - June 2002
First Capital Life October 1980 - June 1991
Education
Univeristy of Iowa 1978 — 1980
MFA, Creative Writing
UCI 1974 — 1978
English, Writing
San Diego Gas & Electric October 2000 - Present
GS Lyon Consultants July 1997 - October 2000
Accenture June 1995 - July 1997
First Capital Life 1985 - 1993
Skills
Visio, Project Management, Program Management, AMI, Software Project..., Business Intelligence, Business Analysis, GIS systems, Data Analytics, Smart Metering, Integration, Business Process..., Business Process, Requirements Gathering, Smart Grid
Education
University of Arkansas
University of California, San Diego