Forethought Financial Group, Inc.

Industry: Insurance company

Description

Founded: 1985 Subsidiaries: ClearPoint Federal Bank & Trust, Parent organization: Global Atlantic Financial Group Limited

Forethought Financial Group, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Forethought Financial Group, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Forethought Financial Group, Inc. Employees

Employee
Years
Job
Industry
Joshua Rutherford Joshua Rutherford Greensburg, Indiana Details
Joshua Rutherford's Forethought Financial Group, Inc. Experience July 2014 - Present
Job Call center CSR at Forethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc.   July 2014 - Present
Papa Johns  September 2001 - April 2014
Domino's Pizza  September 2000 - May 2001

Skills
Computers, Windows, Android, Linux, Microsoft Excel, Cash Management, Inventory Management, Human Resources

Education
Indiana Wesleyan University   2003 — 2005
Bachelor's degree, Business Administration and Management, General

University of Missouri-Columbia   1995 — 1997
Atmospheric Sciences and Meteorology

Catherine Pratt Catherine Pratt Greensburg, Indiana Details
Catherine Pratt's Forethought Financial Group, Inc. Experience 1998 - 2011
Job Patient Accounts at DECATUR COUNTY MEMORIAL HOSPITAL
Industry Hospital & Health Care
Experience
DECATUR COUNTY MEMORIAL HOSPITAL  April 2014 - Present
Mary Kay Idependent Consultant  August 2010 - Present
Batesville Casket Company  January 2013 - April 2014
Forethought Financial Group, Inc.   1998 - 2011
Gardens Alive  January 1990 - May 1998

Skills
Customer Service, Process Improvement, Data Entry, Microsoft Excel, Telephone Skills, Sales, Time Management, Team-oriented, Microsoft Word, Training, CREW LEADER, Teamwork, Outlook, Team Building, Microsoft Office, Leadership

Education
Ivy Tech Community College   1988 — 1989
Business/Office Automation/Technology/Data Entry

Fred Gerhardt Fred Gerhardt Lansing, Michigan Area Details
Fred Gerhardt's Forethought Financial Group, Inc. Experience September 1989 - April 2007
Job Consultant Contractor at Precoa
Industry Insurance
Experience
National Guardian Life Insurance Company  2011 - Present
Lincoln Heritage Funeral Planning   2007 - 2011
Forethought Financial Group, Inc.   September 1989 - April 2007

Skills
Business Development, Sales, Sales Management, Insurance, Strategic Planning, Team Building, Coaching, Customer Service, New Business Development, Account Management, Public Speaking, Marketing, Marketing Strategy, Training

Education
Denver Baptist Theological Seminary   1973 — 1976
Masters, Theology/Theological Studies

Grand Rapids Baptist Seminary   1966 — 1967
Christian Education and Missions

Gordon College   1963 — 1965
Bachelor of Arts (B.A.), History

Theological Seminary of the Reformed Episcopal Church   1960 — 1965
Bachelor's degree, Theology/Theological Studies

Elaine Chi Ben Elaine Chi Ben San Francisco Bay Area Details
Elaine Chi Ben's Forethought Financial Group, Inc. Experience May 2012 - August 2012
Job Experienced Associate, Risk & Compliance Systems & Analytics, PwC SF
Industry Financial Services
Experience
PwC  July 2015 - Present
PwC  February 2015 - June 2015
Ascend Berkeley Chapter - Premier Business Club   September 2014 - December 2014
UC Berkeley School of Public Health  February 2014 - May 2014
Blue Shield of California  June 2013 - August 2013
Forethought Financial Group, Inc.   May 2012 - August 2012
HSBC  July 2011 - August 2011

Skills
R, Data Analysis, Statistics, Actuarial Science, Microsoft Excel, Regression Analysis, SQL, SAS EG, VBA, LaTeX, Public Speaking, Microsoft Access, STATA, ACL, Tableau

Education
UC Berkeley   2012 — 2014
Bachelor's Degree, Economics and Statistics

Cheryl Conn Cheryl Conn Batesville, Indiana Details
Cheryl Conn's Forethought Financial Group, Inc. Experience Training SpecialistForethought Financial Group, Inc.November 2013 - Present
Job Annuity Training Analyst at Forethought Financial Group, Inc.
Industry Investment Management
Experience
Forethought Financial Group, Inc.   Training SpecialistForethought Financial Group, Inc.November 2013 - Present
Forethought Financial Group, Inc.   October 2013 - November 2013
Fifth Third Bank  November 2004 - December 2012
Educational Service Center of Clermont County   August 2003 - August 2004
New Richmond Exempted Village School District  March 2001 - August 2003
Ring Real Estate   April 1999 - June 2001
Coldwell Banker West Shell  July 1998 - April 1999
GRE Insurance Group  September 1987 - November 1992

Education
Indiana University East   2012 — 2013
Bachelor of Science (BS), Business Administration

Ivy Tech Community College-Southeast   2007 — 2012
Associate of Science (A.S.), Business Administration and Management, General

Rhonda Henry Rhonda Henry Houston, Texas Details
Rhonda Henry's Forethought Financial Group, Inc. Experience May 2009 - Present
Job Office Manager at Global Atlatic Financial Company
Industry Insurance
Experience
Forethought Financial Group, Inc.   May 2009 - Present
VALIC  2005 - 2009
St. Timothy Lutheran Church  2003 - 2005
AIG  1998 - 2002
American General Life Companies  1981 - 1998

Skills
Trade Shows, Event Planning, Marketing, Logistics, Bookkeeping, Executive Calendar..., Executive..., Oral & Written..., Confidentiality, Microsoft Office, QuickBooks, Lotus Notes, Lotus Organizer

Education
North Harris County College   1980 — 1981
Legal Secretary Certificate

Texas State University-San Marcos   1979 — 1980

Alex (Zheng) Gao Alex (Zheng) Gao Lafayette, Indiana Area Details
Alex (Zheng) Gao's Forethought Financial Group, Inc. Experience July 2015 - Present
Job Actuarial Analyst at Forethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc.   July 2015 - Present
TransUnion  June 2015 - Present
OneAmerica Financial Partners Inc.  May 2014 - July 2014
PICC P&C Co.   May 2013 - July 2013

Skills
Microsoft Office, Microsoft Excel, Teamwork, R, VBA, Java, Access, Research, SAS, Data Analysis, Time Management

Education
Purdue University   2010 — 2015
Master of Science (M.Sc.), Statistics

Purdue University   2010 — 2013
Bachelor of Science (B.Sc.), Actuarial Science, Statistics, 3.76

Chelsea Walker Chelsea Walker West Chester, Pennsylvania Details
Chelsea Walker's Forethought Financial Group, Inc. Experience July 2014 - Present
Job Service Consultant at Forethought Financial Group, Inc.
Industry Marketing and Advertising
Experience
Forethought Financial Group, Inc.   July 2014 - Present
Salon 7  May 2008 - Present
Forethought Financial Group, Inc.   May 2013 - November 2013
PLANCO/ The Hartford   February 2003 - July 2004

Skills
Marketing, Advertising, Retail Sales, Sales, Marketing Management, Customer Service, Personal Selling, Social Media Marketing, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Cosmetology, Social Media, Event Planning, Salesforce.com

Education
West Chester University of Pennsylvania   2011 — 2013
Bachelor of Science in Marketing

Delaware County Community College   2008 — 2010
Associate of Applied Science in Business Management/Administration, 3.9 GPA

Pulse Beauty Academy-A Paul Mitchell Partner School   2006 — 2007
Cosmetology/Cosmetologist, General

Patrick Hynes Patrick Hynes Clemmons, North Carolina Details
Patrick Hynes's Forethought Financial Group, Inc. Experience March 2015 - Present
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   March 2015 - Present
W & S Financial Group Distributors   April 2014 - March 2015
Sun Life Financial  January 2010 - December 2011
John Hancock Financial  November 1999 - January 2010

Skills
Insurance, Mutual Funds, Wealth Management, Financial Services, Series 7, Series 63, Fixed Annuities, Variable Annuities, Retirement, Retirement Planning, Separately Managed..., Series 6, 401k, Asset Allocation, FINRA, Securities

Education
Furman University   1984 — 1989
Bachelor of Science (BS), Political Science

Wilson Adams III Wilson Adams III Trafalgar, Indiana Details
Wilson Adams III's Forethought Financial Group, Inc. Experience May 2013 - Present
Job Vice President of Sales at Forethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc.   May 2013 - Present
Forethought Financial Group, Inc.   March 2012 - May 2013

Skills
New Business Development, Sales, Strategic Planning, Marketing Strategy, Marketing, Team Building, Life Insurance, Selling, B2B, Small Business, Business Development, Competitive Analysis, Lead Generation, Process Improvement, Business Strategy, Cross-functional Team..., Fixed Annuities, Health Insurance, Business Intelligence, Financial Services, Business Analysis, Sales Management, Sales Operations, Pre-sales, Direct Sales, Time Management, Account Management, Project Management, General Insurance, Market Research, Product Marketing, Marketing Management, Team Management, Funeral Homes, PRENEED SALES

Education
Capital University   1976 — 1980
Bachelor of Science (BS), Marketing / Management

Christina Doll Christina Doll Batesville, Indiana Details
Christina Doll's Forethought Financial Group, Inc. Experience January 2015 - Present
Job Global Atlantic/Forethought. Preneed Claims. Student at Indiana UniversityPurdue University Columbus
Industry Insurance
Experience
Forethought Financial Group, Inc.   January 2015 - Present

Skills
Customer Service, Microsoft Office, PowerPoint, Public Speaking, Leadership, Microsoft Word, Microsoft Excel, Event Planning, Teamwork, Management, Marketing, Sales, Team Building

Education
IUPUC   2014 — 2016
Business Management/Marketing/Human Resources

Ivy Tech Community College-Southeast   2012 — 2014
Communication, General

Craig Lamb Craig Lamb Wayne, Pennsylvania Details
Craig Lamb's Forethought Financial Group, Inc. Experience June 2013 - Present
Job Internal Sales Representative at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   June 2013 - Present
Forethought Financial Group, Inc.   January 2013 - May 2013
The Hartford  December 2011 - December 2012
J.G. Wentworth   June 2010 - August 2011
Golden Laces, Inc.   June 2008 - March 2010
First National Bank of Chester County  2005 - 2007

Skills
Sales, Selling, Customer Service, Time Management, Account Management, Marketing, Salesforce.com, Sales Management, Insurance, New Business Development, Marketing Strategy, Social Media

Education
Penn State University   2004 — 2008
Bachelor of Science, Marketing

Leo J. Peters IV, CIMA® CRC® Leo J. Peters IV, CIMA® CRC® Houston, Texas Area Details
Leo J. Peters IV, CIMA® CRC®'s Forethought Financial Group, Inc. Experience August 2013 - February 2014
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company  February 2014 - Present
Forethought Financial Group, Inc.   August 2013 - February 2014
Prudential Financial  January 2013 - August 2013
AllianceBernstein  November 2004 - December 2012
AIM Investments  July 2003 - October 2004
AIM Investments  January 2002 - June 2003
AIM Investments  October 1999 - December 2001
AIM Investments  July 1998 - September 1999
Van Kampen American Capital  January 1997 - July 1998
Van Kampen American Capital  July 1995 - December 1996

Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, 401k, Series 6, Retirement, Retirement Planning, Annuities, Series 7, Series 63

Education
The University of Texas at Austin   1990 — 1994
Bachelor of Arts, Economics

Matthew Schuen Matthew Schuen Kalamazoo, Michigan Details
Matthew Schuen's Forethought Financial Group, Inc. Experience 1998 - December 2013
Job Sales Director at Service Corporation International
Industry Consumer Services
Experience
Service Corporation International  December 2013 - Present
Forethought Financial Group, Inc.   1998 - December 2013

Skills
Sales Operations, Strategy, Leadership, Fundraising, Sales, Management, Sales Management, Strategic Planning, Training, Microsoft Excel, Account Management, Marketing, New Business Development, Team Building, Salesforce.com, Customer Service, Marketing Strategy

Education
Kalamazoo College   1989 — 1992
Bachelor of Arts (BA), Political Science and Economics

Mattawan High School   1985 — 1988

Jeff Rosen Jeff Rosen Greater Atlanta Area Details
Jeff Rosen's Forethought Financial Group, Inc. Experience January 2013 - January 2015
Job Regional Vice President at AAM Advisor's Asset Management
Industry Financial Services
Experience
AAM - Advisor's Asset Management   January 2015 - Present
Forethought Financial Group, Inc.   January 2013 - January 2015
The Hartford  September 2012 - January 2013
Dolan Capital Group, LLC   February 2012 - September 2012
FAccess   October 2010 - November 2011
Pacific Life  January 2010 - February 2011
Lincoln Financial Distributors  August 2006 - June 2009
Lincoln Financial Distributors  August 2006 - December 2007
Hartford/PLANCO  November 2001 - August 2006

Skills
Series 7, Series 63, Mutual Funds, Salesforce.com

Education
University of Massachusetts, Amherst   1987 — 1991
BA, Economics

North High

Jim Emanuel Jim Emanuel Phoenix, Arizona Area Details
Jim Emanuel's Forethought Financial Group, Inc. Experience January 2013 - Present
Job Regional Vice President Forethought Financial Distributors
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2013 - Present
The Guardian Life Insurance Company of America  February 2009 - January 2013
The Hartford  October 2006 - February 2009
National Football League  April 2000 - August 2003

Skills
Series 63, Retirement Planning, Series 6, Fixed Annuities, Insurance, Strategic Financial..., Life Insurance, Public Speaking, Sales Presentations, Variable Annuities, Team Leadership, Wholesale, Financial Services, Investments, Retirement, Securities

Education
Hofstra University   1995 — 2000
B.A, Psychology

Stephanie Uhte Stephanie Uhte Oldenburg, Indiana Details
Stephanie Uhte's Forethought Financial Group, Inc. Experience 2007 - 2012
Job Personal Banker, 5/3
Industry Banking
Experience
Heartland PreNeed Systems   August 2012 - Present
Forethought Financial Group, Inc.   2007 - 2012

Skills
Insurance, Life Insurance, Health Insurance, Whole Life, Term Life Insurance, Teamwork, Fixed Annuities, Small Business, Customer Oriented, Marketing, Sales Presentations, Retirement Planning, Marketing Strategy, Sales Management, Customer Retention, Team Building, Cold Calling, Account Management, Sales, New Business Development, Strategic Planning, Lead Generation, Market Planning, Event Planning, Direct Marketing, Customer Satisfaction, Leadership, Selling, Direct Sales, Training, B2B, Business Planning, Sales Process, Customer Service, Marketing Communications, Leadership Development, Consulting, Event Management, Financial Services, Outlook, CRM, Management

Education
Indiana Wesleyan University   2009 — 2012
Associate of Science (AS), Business Administration and Management, General

University of Missouri-Columbia
High School, Honors

Jennifer Gossett Jennifer Gossett Cincinnati Area Details
Jennifer Gossett's Forethought Financial Group, Inc. Experience December 2013 - Present
Job Senior Marketing Consultant at Forethought Financial Group, Inc.
Industry Marketing and Advertising
Experience
Forethought Financial Group, Inc.   December 2013 - Present
Independent Consultant  August 2013 - Present
Enquirer Media  November 2010 - August 2013
Ronan Engineering  March 2010 - November 2010
Bridge Worldwide  2008 - 2010
MEDRAD  June 2006 - May 2008
Organized Living  September 2005 - June 2006
Teledyne Tekmar  March 2002 - September 2005
WBK Marketing. Design. Internet.   July 1999 - December 2001
March of Dimes  February 1998 - July 1999

Skills
Integrated Marketing, Marketing Communications, Direct Marketing, Marketing, Marketing Strategy, Fundraising, Strategy, Advertising, Social Media Marketing, Email Marketing, Sales, Marketing Research, Product Marketing, Marketing Management, Digital Marketing, Account Management, New Business Development, Event Management, Public Relations, Copywriting, B2B, Client Service Oriented, Creative Direction, Creative Problem Solving, Creative Briefs, Strategic Partnerships, Non-profit Leadership, Non-profit Fund..., Event Marketing Strategy, Trade Show Strategy, Lead Generation, Cross-functional Team..., Collaborative Problem..., Strategic Leadership, Campaign Management, Media Buying, SEO, SEM, Volunteer Management, Trade Show Exhibitor, Medical Devices, Medical Writing, Healthcare Marketing, Technical Marketing, Technical Writing, Marketing Automation, Corporate Partnership..., B2B Marketing Strategy, Direct Mail, Strategic Communications

Education
Ohio University   1990 — 1993
Bachelors, Communications

Milford High School   1986 — 1989
General, General

Melissa Gansz Melissa Gansz Greater Philadelphia Area Details
Melissa Gansz's Forethought Financial Group, Inc. Experience August 2015 - Present
Job Sales Coordinator at Forethought Financial
Industry Financial Services
Experience
Forethought Financial Group, Inc.   August 2015 - Present
Department of Behavioral Health and Intellectual Disability Services  April 2014 - August 2014
Affinity Connection Inc.  January 2013 - June 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Fitness Training, Public Health, Epidemiology, Nutrition, Facebook, Fitness, Fundraising, Nonprofits, Editing, Community Outreach, Blogging, Health Promotion, Social Networking, Training, Event Management, Social Media Marketing, Public Relations, Yoga, Data Collection, Health Education, Microsoft Publisher, Press Releases, Critical Thinking, Marketing Communications, Microsoft Office, Management, Customer Service, CPR Certified, Writing, Program Development, Data Analysis, Creative Writing, Healthcare

Education
Penn State University   2011 — 2015
Bachelors of Science in BioBehavioral Health, Biobehavioral Health

William Evers William Evers Cumberland, Rhode Island Details
William Evers's Forethought Financial Group, Inc. Experience July 2011 - April 2013
Job IT Service Delivery Manager at NTT DATA, Inc.
Industry Information Technology and Services
Experience
State Farm  October 2013 - Present
NTT Data Corporation  January 2003 - Present
Forethought Financial Group, Inc.   July 2011 - April 2013
The Hanover Insurance Group  March 1996 - July 2011

Skills
Software Project..., Management, PMO, SDLC, PMP, Information Technology, IT Project & Program..., Organizational..., Strategic Planning, Vendor Management, Disaster Recovery, IT Strategy, Requirements Analysis, Project Portfolio..., Program Management, Project Management, Business Intelligence, Process Improvement, Business Analysis

Education
University of Rhode Island   1984 — 1986
Master of Science (MS), Chemical Engineering

Saint Michael's College   1980 — 1984
Bachelor of Arts (BA), Chemistry

Sal Sutera Sal Sutera Hartford, Connecticut Area Details
Sal Sutera's Forethought Financial Group, Inc. Experience January 2013 - Present
Job Key Account Manager at Forethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc.   January 2013 - Present
Global Annuity Operations   January 2003 - Present
The Hartford  October 1994 - December 2012
The Hartford  January 1994 - December 2012
The Hartford  1994 - December 2012
The Hartford  January 1999 - January 2003
The Hartford  January 1997 - January 1999
Annuity Contact Center/ Teleservices   January 1994 - January 1997
John Hancock Life Insurance Company (U.S.A.)   January 1991 - July 1994

Skills
Building Relationships, Communication Skills, Leadership, Enthusiastic..., Client Focus, Strategic Initiatives, Committed to..., Creativity, High Organizational..., Positive Team Player, Series 6

Education
Central Connecticut State University   1995 — 1999
B.S. Finance, Finance

Central Connecticut State University
BS, Finance

Hilda Palacios-Jimenez Hilda Palacios-Jimenez Cincinnati Area Details
Hilda Palacios-Jimenez's Forethought Financial Group, Inc. Experience March 2013 - 2013
Job Human Resources at Polycraft Products, Inc.
Industry Aviation & Aerospace
Experience
Polycraft Products, Inc.   March 2014 - Present
Leon & Magana Enterprises, Inc   January 2008 - June 2013
Forethought Financial Group, Inc.   March 2013 - 2013

Skills
Adaptation, Great People Skills, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Time Management, Inventory Management, Sales, Event Planning, Team Leadership, Marketing, Restaurants, Management, Data Entry, Leadership, Outlook, People Skills, Team Building

Education
Indiana University-East   2012 — 2012

Ivy Tech Community College   2009 — 2011
Associate of Science (AS), Business Administration and Management, General

Drew Buettner Drew Buettner Greater Philadelphia Area Details
Drew Buettner's Forethought Financial Group, Inc. Experience January 2014 - Present
Job Market Research Analyst at Forethought Financial Group, Inc.
Industry Investment Banking
Experience
Forethought Financial Group, Inc.   January 2014 - Present
Hartford Annuities   December 2011 - Present
Hartford Annuities   August 2008 - November 2011
Hartford Annuities   August 2007 - July 2008
Bank of America  September 2006 - August 2007
Bank of America  February 2006 - September 2006

Skills
Series 6 License, Pennsylvania Life..., Series 63, Customer Service, Loans, Credit, Fixed Annuities, Retirement Planning, Credit Analysis, Retirement, Marketing, Sales, Public Speaking, Annuities, Series 6, Financial Advisory, Underwriting, Finance

Education
Lafayette College   2001 — 2006
BA, Economics and Business

Sheldon Lamb Sheldon Lamb Greater Philadelphia Area Details
Sheldon Lamb's Forethought Financial Group, Inc. Experience January 2013 - Present
Job Internal Wholesaler at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2013 - Present
The Hartford  January 2012 - August 2012
The Hartford  January 2011 - December 2011
ING  March 2007 - November 2010
ING  September 2006 - March 2007
East Stroudsburg University  September 2005 - May 2006
First National Bank of Chester County  May 2003 - September 2005
Vector Marketing  May 2002 - September 2002

Skills
Leadership, Salesforce.com, Sales, Training, Mutual Funds, Business Development, Marketing, Sales Operations

Education
East Stroudsburg University of Pennsylvania   2002 — 2006
Bachelor of Science Degree, Business Management

Scott Lovejoy Scott Lovejoy Greater Milwaukee Area Details
Scott Lovejoy's Forethought Financial Group, Inc. Experience January 2013 - July 2015
Job Regional Vice President at AmericaFirst Securities
Industry Financial Services
Experience
AmericaFirst Capital Management, LLC   July 2015 - Present
Forethought Financial Group, Inc.   January 2013 - July 2015
The Hartford  July 2011 - January 2013
Lincoln Financial Group  June 2004 - July 2011
The Guardian Life Insurance Company of America  September 2000 - March 2003
Western & Southern Financial Group  April 1998 - September 2000

Skills
External Sales, Annuities, Public Speaking, Wholesaling, Mutual Funds, Relationship Cultivation, Series 7, Series 63, Time Management, Self-driven, Financial Markets, Organizer, Retirement Income..., Fixed Annuities, Retirement, Investments, Sales, Financial Advisory, 401k, Finance, Wholesale

Education
Eastern Illinois University   1991 — 1995
Bachelor of Science (B.S.), Business/Commerce, General

Adlai E. Stevenson Highschool   1987 — 1991

Nancy A. Warren Nancy A. Warren Exton, Pennsylvania Details
Nancy A. Warren's Forethought Financial Group, Inc. Experience January 2013 - Present
Job Wholesaler Administration at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2013 - Present
The Hartford  April 2011 - December 2012
Groundwater & Environmental Services, Inc.   March 2004 - April 2011
System and Computer Technology   April 2000 - March 2004

Skills
Financial Accounting, Concur, Contact Management, Microsoft Office, Lotus Notes, BST Financial System, Accounts Payable, Excel, Adobe Acrobat, QuickBooks, Microsoft Excel, Customer Service, Budgets, Analysis, Invoicing, Software Documentation, Finance

Education
Delaware County Community College
Associate's degree, Early Childhood Education and Teaching

Stephen Pomanti Stephen Pomanti Greater Philadelphia Area Details
Stephen Pomanti's Forethought Financial Group, Inc. Experience December 2014 - Present
Job Sales Coordinator at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   December 2014 - Present

Education
Immaculata University
Bachelor of Business Administration (BBA), Business Administration and Marketing

Jim Deisher Jim Deisher Indianapolis, Indiana Details
Jim Deisher's Forethought Financial Group, Inc. Experience September 2013 - Present
Job Investment Accounting Analyst at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   September 2013 - Present
Huntington Asset Services  December 2006 - September 2013
OneAmerica Financial Partners Inc.  January 2001 - December 2006

Skills
Securities, Fund Accounting, Financial Services, Investments, Asset Management, Equities, Financial Analysis, Banking, Fixed Income, Derivatives, Accounting, Financial Reporting, Alternative Investments, Microsoft Excel, Portfolio Management, Valuation, Financial Modeling

Education
Anderson University   2001 — 2003
Master's degree, Business Administration and Management, General

Eastern Illinois University   1995 — 1997
Bachelor's degree, Finance, General

Lynn Whipple Lynn Whipple Greensburg, Indiana Details
Lynn Whipple's Forethought Financial Group, Inc. Experience June 2013 - Present
Job Capital Funding Team Manager at Forethought Financial Group, Inc.
Industry Individual & Family Services
Experience
Forethought Financial Group, Inc.   June 2013 - Present
Collection Associates Inc.   March 2013 - April 2015
Defender Direct  2010 - 2012
Defender Direct  2008 - 2010
Defender Direct  2007 - 2008
Defender Direct  2006 - 2007
U.S. Bank   2005 - 2006
The Ohio State University  2002 - 2006

Skills
Creative Writing, Sales Management..., Thought Leadership, Microsoft Office, Sales Management, Call Center..., Call Center Development, Business Process, Telephony, Quality Assurance, Leadership Development, Recruiting, Employee Training, Training, Call Centers, Coaching

Education
The Ohio State University   2002 — 2006
Bachelor of Fine Arts (B.F.A.), Creative Writing, 3.6 GPA

Matt Homa Matt Homa Valencia, California Details
Matt Homa's Forethought Financial Group, Inc. Experience May 2013 - September 2014
Job Regional Vice President, Prudential Annuities
Industry Financial Services
Experience
Prudential Financial  May 2015 - Present
Allianz Life Financial Services  September 2014 - May 2015
Forethought Financial Group, Inc.   May 2013 - September 2014
Lincoln Financial Group  August 2010 - April 2013
ING  October 2002 - August 2010
ING  May 2001 - October 2002
PLANCO  August 1999 - May 2001

Skills
Sales, Sales Presentation..., Sales Prospecting, Outstanding..., Building Relationships, Financial Services, Variable Annuities, Investments, Sales Process, Mutual Funds, Series 65, Fixed Annuities, Insurance, Retirement, Financial Advisory, Sales Operations, Series 6, Series 63

Education
Shippensburg University of Pennsylvania   1995 — 1999
Bachelor of Science (BS), History, Secondary Education

Seth Hinnen Seth Hinnen Spokane, Washington Details
Seth Hinnen's Forethought Financial Group, Inc. Experience September 2012 - Present
Job Managing Director at Community Cremation & Funeral
Industry Individual & Family Services
Experience
Community Cremation & Funeral   October 2010 - Present
Forethought Financial Group, Inc.   September 2012 - Present
Heritage Funeral Home and Crematory   October 2010 - September 2012
Best Buy  September 2005 - November 2010
Blockbuster  January 2007 - March 2008

Skills
Event Planning, Non-profits, Payroll, Web Content, HTML, Directing, Server Administration, Customer Service, Social Networking, Facebook, Public Speaking, Social Media, Small Business, Management, Team Building, Microsoft Excel, Nonprofits, Leadership, Fundraising, Customer Satisfaction

Education
Western Governors University   2014 — 2017
Master of Science, Health Informatics

Ashford University   2012 — 2014
Associate of Arts (A.A.), Organizational Leadership, Magna Cum Laude

Portland Community College   2004 — 2006
General Studies

Cathy Wildt Cathy Wildt Cincinnati Area Details
Cathy Wildt's Forethought Financial Group, Inc. Experience January 2010 - Present
Job Senior Vice President, Administration
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2010 - Present
Forethought Financial Group, Inc.   September 2008 - January 2010

Skills
Team Building, Public Speaking, Product Launch, Strategic Planning, Insurance, Process Improvement, Cross-functional Team..., Leadership, Customer Service, Cross-functional..., Product Development, Budgets, Management, Financial Analysis, Employee Benefits, Mergers

Education
Purdue University

Kerry Halloran Kerry Halloran Lancaster, Pennsylvania Area Details
Kerry Halloran's Forethought Financial Group, Inc. Experience October 2013 - June 2015
Job Director of New Business Development, Forethought Life Insurance Company
Industry Insurance
Experience
Forethought Financial Group, Inc.   October 2013 - June 2015
Forethought Financial Services  January 2005 - June 2015
Monumental Life Insurance Company  May 1993 - January 2005
Market Data Retrieval  1984 - 1988

Skills
Life Insurance, Business Strategy, Business Planning, New Business Development, Account Management

Education
Sacred Heart University
BS, Business - Marketing

Villanova University   1977 — 1979

Melissa Segbers Melissa Segbers Cincinnati Area Details
Melissa Segbers's Forethought Financial Group, Inc. Experience March 2015 - April 2015
Job Assistant Manager at maurices
Industry Retail
Experience
MainSource Bank  April 2015 - Present
maurices  August 2014 - May 2015
Forethought Financial Group, Inc.   March 2015 - April 2015
Cracker Barrel  January 2014 - April 2015
Merchants Bank and Trust  November 2012 - March 2014
Citi  October 2011 - November 2012
Sally Beauty  September 2009 - October 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, English, Banking, Research, Windows, Social Media, HTML, Training, Social Networking, Strategic Planning

Education
Indiana University East   2014 — 2015
Bachelor's Degree, Business Administration and Management, General

Ivy Tech Community College-Southeast   2010 — 2015
Business Administration and Management, General

Amanda Connolly Amanda Connolly Bryn Mawr, Pennsylvania Details
Amanda Connolly's Forethought Financial Group, Inc. Experience June 2014 - Present
Job Internal Wholesaler at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   June 2014 - Present
Lincoln Financial Group  May 2011 - June 2014
Lincoln Financial Group  May 2010 - May 2011

Skills
Series 63, Series 6, Salesforce.com, Sales, Variable Annuities, Marketing, Financial Services, Fixed Annuities

Education
Penn State University   2006 — 2010
Bachelor of Arts (B.A.), Communication, General

Mike Jackowski Mike Jackowski Greater Philadelphia Area Details
Mike Jackowski's Forethought Financial Group, Inc. Experience January 2013 - Present
Job AVP, Market Research at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2013 - Present
PLANCO LLC   June 2012 - Present
The Hartford  February 2011 - May 2012
PLANCO LLC   January 2005 - July 2008
POHLIG BUILDERS INC   August 2003 - December 2004

Skills
Customer Service, Sales, Microsoft Office, Database Administration, Customer Satisfaction, Series 6, Series 63, Annuity Sales, Variable Annuities, Equity Indexed Annuities, Fixed Annuities, Immediate Annuities, Management, Sales Operations, Competitive Analysis, Marketing

Education
Dickinson College   1999 — 2003
BA, English

Jaime Boal Jaime Boal Greater Philadelphia Area Details
Jaime Boal's Forethought Financial Group, Inc. Experience June 2014 - Present
Job Internal Sales Consultant at Lincoln Financial Distributors
Industry Financial Services
Experience
Forethought Financial Group, Inc.   June 2014 - Present
Lincoln Financial Distributors  July 2008 - June 2014
Wachovia Mortgage  March 2007 - July 2008
Citizens Bank  March 2005 - March 2007

Skills
Account Management, Selling, Direct Sales, Customer Service, Marketing Strategy, Microsoft Office, Series 6, Series 63, Management

Education
Penn State University   1994 — 1998
Bachelor's degree

Hayden Merkel Hayden Merkel Cincinnati, Ohio Details
Hayden Merkel's Forethought Financial Group, Inc. Experience June 2013 - August 2013
Job Medical Techniciaan at Kunesh Eye Center, Inc
Industry Medical Practice
Experience
Kunesh Eye Center, Inc   September 2014 - Present
St. Helen Parish   September 2013 - Present
Wright State University  October 2013 - February 2014
Beacon Orthopaedics  August 2013 - August 2013
Forethought Financial Group, Inc.   June 2013 - August 2013
Margaret Mary Community Hospital  August 2011 - June 2012

Skills
Teamwork, Operational Efficiency, High Organizational..., Customer Service, Project Management, Research, Online Marketing, Numeric Filing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, VIRTUS, NexGen

Education
Wright State University   2013 — 2016
Biology - Applied Physiology, Psychology, Sophomore

The University of Dallas   2013 — 2013
Biochemistry, Freshman

University of Missouri-Columbia   2012 — 2012
Biochemistry, Psychology, Freshman

Rosemary Reehling Rosemary Reehling Macon, Georgia Details
Rosemary Reehling's Forethought Financial Group, Inc. Experience 1996 - 1999
Job McCullough Funeral Home & Magnolia Park Cemeteries
Industry Events Services
Experience
U.S. Chamber of Commerce   2005 - 2008
Cox Enterprises  2003 - 2005
McCullough Funeral Homes & Magnolia Park Cemeteries   1999 - 2003
Forethought Financial Group, Inc.   1996 - 1999
School District of Hillsborough County  1992 - 1996

Education
Mercer University   1988 — 1992

Charlotte High School

Westfield Schools

Janicee Martinez-Miller Janicee Martinez-Miller Cincinnati Area Details
Janicee Martinez-Miller's Forethought Financial Group, Inc. Experience November 2011 - Present
Job Customer Service Forethought Financial Group Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc.   November 2011 - Present
St. Louis Catholic School  July 2005 - September 2011
James River Corporation (now Printpack, Inc.)   June 1990 - June 1995
James River Corporation (now Printpack, Inc.)   April 1984 - June 1990

Skills
Customer Relations, Account Management, Communication, Microsoft Office, Information Management, Problem Solving, Client Rapport, Community Support, Sensitivity, Customer Service, Insurance, Process Improvement, Leadership, Management

Education
Purdue University
BS, Organizational Leadership and Supervision

William Rainey Harper College
Associate of Arts (A.A.) Business Administration, Business Administration and Management, General

Kari Moore Kari Moore Cincinnati Area Details
Kari Moore's Forethought Financial Group, Inc. Experience December 2011 - Present
Job Licensing & Contracting Specialist at Forethought Financial Group, Inc.
Industry Public Relations and Communications
Experience
Forethought Financial Group, Inc.   December 2011 - Present
Mary Kay Independent Business Owner  August 2012 - December 2014
Ripley Publishing   August 2011 - June 2012
Mississippi State University  April 2010 - December 2010
King's Daughters Hospital  June 2008 - July 2009
Barbara B Jordan YMCA   October 2007 - May 2008
Purdue Extension Ripley County   May 2007 - August 2007
Knee High Cooperative Daycare   August 2006 - May 2007
Spencer Tyson Pharmacy   August 2004 - August 2006

Skills
Interpersonal..., Photoshop, Fundraising, PowerPoint, Solid computer skills, Skin Care, Cosmetics, Time Management, Event Planning, Data Entry, Editing, Teamwork, Microsoft Office, Telephone Skills, Proofreading

Education
Mississippi State University   2009 — 2010
Bachelor of Arts (B.A.), Communications and Public Relations

Ivy Tech Community College-Southeast   2007 — 2009
Associate of Science (A.S.), General Studies

Denis Hill Denis Hill Devon, Pennsylvania Details
Denis Hill's Forethought Financial Group, Inc. Experience March 2015 - Present
Job Internal Wholesaler at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   March 2015 - Present
Vanguard  October 2013 - Present
Eaton Vance Corp.   May 2000 - July 2009
Eaton Vance Corporation   March 1998 - May 2000
Eaton Vance Corporation   March 1996 - March 1998

Skills
Sales, Mutual Funds, Series 63, Marketing Communications, Investments, Sales Management, History, Alternative Investments, Financial Planning, Series 7, Strategic Financial..., Market Research, Historical Research, Investment Strategies, Asset Allocation, Asset Management, Wealth Management, Series 65, Corporate Finance, Writing, Historical..., Historic Preservation, Life Insurance, Variable Annuities, Fixed Annuities, fixed index annuities

Education
Villanova University   2010 — 2012
Master of Arts (M.A.), History

Providence College   1991 — 1995
Bachelor of Science (B.S.), Marketing

Jon Scheidler Jon Scheidler Batesville, Indiana Details
Jon Scheidler's Forethought Financial Group, Inc. Experience April 2013 - Present
Job AnnuitiesForethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc.   April 2013 - Present
Forethought Financial Group, Inc.   June 2012 - Present
Scheidler Machine, Inc   October 2010 - June 2012
Walgreens  July 2003 - September 2010

Skills
Customer Service, Data Entry, Microsoft Excel, Time Management, Microsoft Office, Inventory Management, Microsoft Word, Outlook, Team Building, Budgets, Training, Management, Forecasting, Insurance, Sales, Fixed Annuities, Life Insurance, Process Improvement

Education
Butler University   1996 — 2000
B.A., History

Luke Wesolowski Luke Wesolowski Greater Philadelphia Area Details
Luke Wesolowski's Forethought Financial Group, Inc. Experience December 2013 - Present
Job AVP Internal Sales Manager
Industry Financial Services
Experience
Forethought Financial Group, Inc.   December 2013 - Present
The Hartford Funds   February 2007 - September 2013
The Hartford  June 2002 - February 2007
The Hartford  August 2000 - June 2002

Skills
Microsoft Office, Sales Management, Presentation Coaching, Analytics, Technical Design, Change Management, Financial Markets, Salesforce.com, Mutual Funds, Sales Operations, Sales Process, Sales Support Tools, Financial Services, Leadership, Training, Insurance, Business Strategy, Team Leadership, Investments, Coaching, Finance, Fixed Annuities, Marketing, Series 63, Analysis, Competitive Analysis, Inside Sales, Business Development, Call Centers, New Business Development, Strategy, Sales Presentations, Building Relationships, Business Analysis, Long-term Care, Sales, Management, Series 6

Education
Immaculata University   2006 — 2010
BA, Human Performance Management & Organizational Dynamics

Amanda Rubin Amanda Rubin Greater Philadelphia Area Details
Amanda Rubin's Forethought Financial Group, Inc. Experience 2014 - Present
Job Internal Sales Rep at Forethought Financial
Industry Financial Services
Experience
Forethought Financial Group, Inc.   2014 - Present
Chester County Hospital  September 2013 - March 2014
Forethought Financial Group, Inc.   2014 - 2014
Doc Magrogan's Oyster House  March 2013 - September 2013
Eating Disorder Treatment Collaborative   June 2012 - March 2013

Skills
Customer Service, Teamwork, Organization, Communication Skills, Adaptability, Eagerness to Learn, Clinical Nutrition, Healthcare

Education
Penn State University   2008 — 2012
Bachelor of Science (B.S.), Nutrition Sciences

Andrew Piotti Andrew Piotti Greater Philadelphia Area Details
Andrew Piotti's Forethought Financial Group, Inc. Experience August 2014 - Present
Job Business Analyst at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   August 2014 - Present
Coventry  February 2013 - July 2014
Coventry  July 2011 - February 2013
REM Systems, Inc.   July 2008 - June 2011

Skills
Financial Analysis, Financial Reporting, Salesforce.com, Microsoft Excel, Financial Modeling, Microsoft Word, Pricing Analysis, Variance Analysis, Access, Life Settlements, Cash Flow Forecasting, Excel, Pricing Optimization, Internal & External..., Life Insurance, Term Life Insurance, Customer Interaction, Word, Data Analysis, Data Entry, Data Modeling, MS Excel Pivot Tables, Ad Hoc Reporting, Sales Support Tools, Analysis, Management, Microsoft Office, Synergies, Team Motivation, Competitive Analysis, Finance

Education
University of Delaware - Lerner College of Business and Economics   2007 — 2011
Honors BSc, Finance, International Business, Mandarin Chinese

Shanghai University of Finance and Economics   2010 — 2010
Finance and Chinese Language (Mandarin)

Devon Preparatory School   2003 — 2007

Kathleen Dickman Kathleen Dickman Oxford, Ohio Details
Kathleen Dickman's Forethought Financial Group, Inc. Experience December 1989 - August 2001
Job IT Director at McCullough Hyde Memorial Hospital
Industry Hospital & Health Care
Experience
McCullough Hyde Memorial Hospital  December 2011 - Present
3-D Custom Carvings   June 2013 - Present
Chainsaws for Charity   June 2013 - Present
Jac-Cen-Del Community School Corporation   July 2002 - December 2014
Kaplan College  May 2010 - December 2011
DECATUR COUNTY MEMORIAL HOSPITAL  August 2001 - May 2010
Forethought Financial Group, Inc.   December 1989 - August 2001

Skills
Healthcare, Strategic Planning, Healthcare Management, Hospitals, Project Management, Team Building, Customer Service, Public Speaking, Microsoft Office, Healthcare Information..., Troubleshooting, Change Management, Process Improvement, Program Management, Management, Budgets, HIPAA, Leadership, Security, EHR, EMR, IT Management, Health Information..., Software Implementation

Education
Indiana Wesleyan University   2000 — 2002
Master of Science, Management

University of Indianapolis   1986 — 1989
Bachelor of Science, Management Information Systems

Ron Hensel Ron Hensel Greater St. Louis Area Details
Ron Hensel's Forethought Financial Group, Inc. Experience January 2013 - Present
Job Divisional Vice President Forethought Distributors
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2013 - Present
Hartford Financial Services Group  March 2012 - January 2013
The Hartford  October 2003 - March 2012
The Hartford  August 2002 - September 2003

Skills
Sales Management, Sales Support, Direct Sales, Time Management, Relationship Development, Public Speaking, Business Relationship..., Client Loyalty, Series 6, Series 63, Series 26, FINRA

Education
Bradley University   1997 — 2002
Bachelor of Science (B.S.), Business Administration and Management

Plainfield Highschool

David Nihiser David Nihiser Cincinnati Area Details
David Nihiser's Forethought Financial Group, Inc. Experience March 2010 - December 2010
Job Commercial Lawn Care Specialist
Industry Consumer Services
Experience
TruGreen  February 2014 - Present
Jeff Wyler Automotive Family  March 2010 - January 2014
Forethought Financial Group, Inc.   March 2010 - December 2010
Jake Sweeney BMW  October 2008 - January 2010
Jeff Wyler Automotive Family  March 2002 - October 2008

Skills
Customer Service, Sales Management, Sales, Negotiation, Automobile, Vehicles, Automotive Aftermarket, Reynolds, Automotive, Team Building, Process Improvement

Education
Ohio University

Dennis Cody Dennis Cody Hartford, Connecticut Area Details
Dennis Cody's Forethought Financial Group, Inc. Experience January 2011 - January 2013
Job Senior Vice President, Annuity Finance Officer at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited  February 2013 - Present
Forethought Financial Group, Inc.   January 2011 - January 2013
AIG  September 2006 - December 2010
AIG  June 2003 - September 2006
AIG  April 2000 - June 2003
AIG  September 1991 - April 2000
AIG  June 1989 - September 1991

Skills
Financial Analysis, Fixed Annuities, Strategic Financial..., Life Insurance, Financial Services, Retirement Planning, Variable Annuities, Financial Reporting

Education
Saint John's University   1998 — 2000
MBA, Insurance & Risk Management

University of Scranton   1985 — 1989
Bachelor of Science, Accounting

Malia Fledderman, MBA Malia Fledderman, MBA Cincinnati Area Details
Malia Fledderman, MBA's Forethought Financial Group, Inc. Experience October 2012 - July 2013
Job Communications Manager at The Hilton Cincinnati Netherland Plaza
Industry Hospitality
Experience
Hilton Cincinnati Netherland Plaza  September 2014 - Present
Hilton Cincinnati Netherland Plaza  January 2014 - January 2015
Forethought Financial Group, Inc.   October 2012 - July 2013
White River State Park  August 2011 - October 2012
Indianapolis Zoological Society  March 2011 - August 2011
Indianapolis Zoological Society  May 2009 - August 2011

Skills
Event Planning, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Access, Non-profits, Customer Service, Public Speaking, Fundraising, Microsoft Office, Marketing, Budgets, Event Management, Management, Social Networking, Leadership, Blogging, Training, Human Resources, Newsletters, Public Relations, Account Management, Nonprofits

Education
Western Governors University   2012 — 2014
Master of Business Administration (M.B.A.), Management Strategy

Butler University   2006 — 2010
Bachelor of Arts, Recording Industry Studies

Lancaster University   2008 — 2008
Recording Arts, Accounting

Josh Cavanaugh Josh Cavanaugh Greater Philadelphia Area Details
Josh Cavanaugh's Forethought Financial Group, Inc. Experience June 2015 - Present
Job Sales Coordinator at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   June 2015 - Present
AXA Advisors  June 2014 - August 2014

Skills
Microsoft Excel, Microsoft Office, Leadership, Marketing, Customer Service

Education
Saint Joseph's University   2012 — 2015
Bachelor of Business Administration (BBA), Finance

Jana Ball Jana Ball Indianapolis, Indiana Details
Jana Ball's Forethought Financial Group, Inc. Experience July 1999 - November 2004
Job Financial Accountant at Indiana Farmers Mutual Insurance Co
Industry Insurance
Experience
Indiana Farmers Mutual Insurance Co   November 2011 - Present
Forethought Financial Group, Inc.   July 1999 - November 2004
Ball Corporation  June 1986 - April 1993

Skills
Certified Public..., Accounting, Financial Reporting, Financial Accounting, Financial Analysis, General Ledger, Operating Budgets, Microsoft Office, Microsoft Excel, Management, Leadership Development, Process Improvement, Continuous Improvement, Insurance, Kaizen, Teaching, Teamwork, Time Management, Risk Management, Finance, Customer Service, Budgets, Auditing

Education
Ball State University   1982 — 1984
Bachelor's degree, Accounting

Ball State University   1981 — 1984
Bachelor's Degree, Accounting

Jordan Long Jordan Long Boston, Massachusetts Details
Jordan Long's Forethought Financial Group, Inc. Experience July 2013 - December 2013
Job Traffic Manager at State Street Global Advisors
Industry Marketing and Advertising
Experience
State Street  June 2015 - Present
John Hancock Financial Services  January 2014 - May 2015
Forethought Financial Group, Inc.   July 2013 - December 2013
ORAFOL Americas  September 2011 - July 2013
JWU American Marketing Association   September 2010 - May 2011
Junior Achievement of Rhode Island  September 2010 - January 2011
JWU American Marketing Association   May 2008 - May 2010
Duffy & Shanley  September 2009 - January 2010

Skills
Social Networking, Facebook Savy, Event Marketing, Tradeshow Design &..., Social Media Marketing, Social Media Development, Team Oriented, Teamwork, Presentation Preparation, E-mail Marketing, Public Relations Skills, Press Release Creation, Internal Communications, Strong Verbal..., Self Starter, Attendance, Attention To Detail, Positive Attitude, Promotional Products, Twitter, Energetic, Customer Relations, Fundraising, Web Development, PowerPoint, Product Development, Social Media, Event Planning, Facebook, Public Relations, Customer Service, YouTube, Marketing Strategy, Email Marketing, Press Releases, Trade Shows, Event Management, Team-oriented, Sales, Leadership, Management, Marketing Management, Strategy, Market Research, Advertising, Time Management, Marketing Communications, Google Analytics, Brand Development, Public Speaking

Education
Johnson and Wales University   2007 — 2011
Bachelors, Marketing Communications

Rham High School   2004 — 2007
High School Diploma

Emily Goldsmith Emily Goldsmith Batesville, Indiana Details
Emily Goldsmith's Forethought Financial Group, Inc. Experience January 2009 - October 2012
Job Driven and Motivated Administrative Professional
Industry Medical Devices
Experience
Hill-Rom  January 2015 - Present
Hill-Rom  October 2013 - January 2015
Forethought Financial Group, Inc.   January 2009 - October 2012
Hill-Rom  October 2008 - January 2009

Skills
Sales, Microsoft Office, Management, Process Improvement, Leadership, Microsoft Excel, Sales Operations, Account Management, Team Building, Quality Assurance, Regulatory Affairs, Customer Service, Customer Support, Product Development, Technical Support, Software Documentation, Medical Devices

Education
Ivy Tech Community College   2013 — 2016
Business Administration, Management and Operations

Laura Petrucci Laura Petrucci Red Bank, New Jersey Details
Laura Petrucci's Forethought Financial Group, Inc. Experience September 2015 - Present
Job Intern at Forethought Financial Group
Industry Higher Education
Experience
Forethought Financial Group, Inc.   September 2015 - Present
Cabrini College  August 2012 - Present

Skills
Research, Public Speaking, Higher Education, Event Planning, Nonprofits, PowerPoint, Community Outreach, Fundraising, Editing, Event Management, Microsoft Excel, Soft Skills

Education
Cabrini College   2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

Renee Zeigler Renee Zeigler Cincinnati Area Details
Renee Zeigler's Forethought Financial Group, Inc. Experience February 2012 - April 2013
Job User Experience Designer II at Paycor
Industry Design
Experience
Paycor  July 2015 - Present
Paycor  February 2014 - July 2015
Hillcrest Golf & Country Club  April 2013 - January 2014
Forethought Financial Group, Inc.   February 2012 - April 2013
Pottery Barn  April 2010 - January 2011
TruexCullins Architecture and Interior Design   2008 - 2010
Hill-Rom  November 2007 - January 2008
Waugh Thistleton Architects   May 2007 - August 2007

Skills
Design Management, Design Strategy, Research Design, Ethnography, Contextual Research, Concept Ideation, Interior Design, Architectural Design, Architecture, Marketing Strategy, Rendering, 3D visualization, Photoshop, Marketing, Design Thinking, Concept Design, Adobe Creative Suite, Concept Development, Photoshop rendering, Visualising, Innovation, E-commerce, Visual Design, Information Design, Graphic Design, Design Research, User Experience Design, Interaction Design, User Experience, Architectures, Illustrator

Education
Savannah College of Art and Design   2010 — 2011
MA, Design Management

Indiana State University   2004 — 2008
BA, Interior Design

Batesville High School   2000 — 2004

Craig Rubel Craig Rubel Indianapolis, Indiana Area Details
Craig Rubel's Forethought Financial Group, Inc. Experience December 2006 - November 2014
Job Sales and Marketing Executive, CPM, CPC.
Industry Marketing and Advertising
Experience
ADESA  January 2015 - Present
Forethought Financial Group, Inc.   December 2006 - November 2014
UnitedHealthcare  2001 - 2006
American Trans Air  2000 - 2001
Key Benefit Administrators  1997 - 2000

Skills
Certified Preneed..., Marketing, Sales, Account Management, Insurance, Viatical Settlement..., IN Notary Public, Sales Process, Management, Employee Benefits, Health Insurance, New Business Development, Selling, Project Management, Copywriting, Salesforce.com, Fixed Annuities, Sales Management, Product Marketing, Lead Generation, Key Account Management, Sales Support, Underwriting, B2B, Sales Operations, Product Management, Product Launch, Preneed, Annuities, Whole Life, Microsoft CRM, Technical Writing, Print Management, Trade Shows, Life Insurance, Continuing Education, Life & Health Insurance..., Customer Service, Team Building, Training, Leadership

Education
Ball State University
Bachelor of Science (BS), Journalism

Indiana University-Purdue University at Indianapolis   2012 — 2014
Certified Project Manager, Project Management

Brenda Harris Brenda Harris United States Details
Brenda Harris's Forethought Financial Group, Inc. Experience June 2014 - Present
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc.   June 2014 - Present
Lincoln Financial Group  April 2005 - June 2014
Pioneer Investments  June 2002 - March 2005
Conseco Mutual Funds   August 1998 - June 2002
UBS  February 1997 - July 1998
Xerox  January 1986 - January 1997

Skills
Sales, Selling, Mutual Funds, Strategy, Finance, Leadership, Marketing Strategy, Investments, Series 6, Series 63, Variable Annuities, New Business Development, Marketing, Competitive Analysis, Financial Advisory, Executive Management, Fixed Annuities, Series 7, Series 65, 401k, Asset Allocation, Series 24, FINRA, Retirement, Retirement Planning, IRAs

Education
Texas State University-San Marcos   1981 — 1985
Marketing, Marketing

Tony Armogida Tony Armogida Batesville, Indiana Details
Tony Armogida's Forethought Financial Group, Inc. Experience January 2013 - Present
Job Director of Business Development at Forethought Life Insurance Company
Industry Consumer Services
Experience
Forethought Financial Group, Inc.   January 2013 - Present
Nothing But Fun, Inc   March 2012 - January 2014
Defender Direct  December 2009 - January 2013
Cash Flow Solutions, Inc  October 2007 - December 2009
Cause Marketing Solutions, Inc   November 2005 - October 2007

Skills
Sales, Cold Calling, Leadership, Training, Recruiting, Management, B2B, Interviews, Trade Shows, Customer Service, Microsoft Office, Customer Retention, Sales Management, Account Management, Team Building, New Business Development

Education
Batesville High School

Indiana University
Business

Ivy Tech Community College

Bridget O'Hare Bridget O'Hare Storrs Mansfield, Connecticut Details
Bridget O'Hare's Forethought Financial Group, Inc. Experience June 2015 - August 2015
Job Student at The University of Connecticut
Industry Insurance
Experience
Forethought Financial Group, Inc.   June 2015 - August 2015
School of Swimming  May 2014 - August 2014
School of Swimming  May 2009 - August 2014
School of Swimming  May 2009 - August 2014

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teaching, Teamwork, Microsoft Office, Data Analysis, Time Management, Research

Education
University of Connecticut   2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Statistics

Corie Fields Corie Fields Indianapolis, Indiana Details
Corie Fields's Forethought Financial Group, Inc. Experience July 2015 - Present
Job Seasonal Ecological Resource Specialist at Cardno JFNew
Industry Environmental Services
Experience
Forethought Financial Group, Inc.   July 2015 - Present
Humane Society for Hamilton County  March 2015 - June 2015
On The Border  November 2013 - June 2015
Cardno JFNew  June 2013 - October 2013
Indianapolis Zoological Society  May 2012 - August 2012
Kroger  July 2007 - August 2012

Skills
Animal Behavior, Animal Husbandry, Animal Work, Conservation Biology, Environmental Science, Environmental Policy, Environmental Issues, Evolutionary Biology, Wildlife Biology, Plant Identification, Analysis, Hiking, Adventure Travel, Laboratory Skills, Leadership, Time Management, Customer Service, Microsoft Excel, Research, Public Speaking, Microsoft Word, Microsoft Office, Teamwork, PowerPoint

Education
University of Evansville   2009 — 2013
Bachelor of Science (BS), Environmental Science

Timothy Frank Timothy Frank Cincinnati Area Details
Timothy Frank's Forethought Financial Group, Inc. Experience 2013 - 2013
Job Video Producer, Manager & Marketing Consultant
Industry Media Production
Experience
Expanding Visions Productions   2005 - Present
Forethought Financial Group, Inc.   2013 - 2013
Hill Rom Services, Inc.   October 2007 - 2012
Nationwide  January 2000 - July 2005
Fox Sports Ohio  2000 - 2005
The Media Group  June 1996 - January 2000
Wexner Center for the Arts  1992 - 1996

Skills
Video, Production, Video Production, Editing, Video Editing, Script writing, project management, Event Management, Managerial Experience, Apple Final Cut Studio, Avid Media Composer, Adobe Creative Suite, Microsoft Office, Project Management, Broadcast, Multimedia, Marketing, Post Production, Leadership, Screenwriting, Management, Videography, Final Cut Studio, Television, Copywriting, Producing, Advertising

Education
Otterbein College   2002 — 2006
MBA, Business Administration (Marketing)

Ohio University   1986 — 1988
BSC, Communications, 3.7 - grade point average

Mindy Andrews Mindy Andrews Indianapolis, Indiana Area Details
Mindy Andrews's Forethought Financial Group, Inc. Experience January 2009 - March 2010
Job
Industry
Experience
Stonegate Mortgage Corporation (NYSE: SGM)   January 2014 - Present
Access National Mortgage  December 2012 - January 2014
Duke Realty Corporation  April 2010 - May 2012
Forethought Financial Group, Inc.   January 2009 - March 2010
Ace Mortgage Funding  October 2000 - November 2008

Skills
Customer Service, Financial Accounting, Licensing, Mortgage Banking

Education
Indiana University-Purdue University at Indianapolis   2006 — 2008
Business Administration and Management, General

Jennifer Waldron Jennifer Waldron Toledo, Ohio Area Details
Jennifer Waldron's Forethought Financial Group, Inc. Experience 1999 - 2008
Job Family ServicesWalker Funeral Homes & Crematory
Industry Insurance
Experience
Walker Funeral Homes & Crematory   1999 - Present
Homesteaders Life Company  2009 - Present
FDLIC  2008 - 2009
Forethought Financial Group, Inc.   1999 - 2008

Skills
Customer Service, Marketing, Strategic Planning, Social Media, Public Speaking, Event Planning, Public Relations, Marketing Strategy, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Team Building, Project Management, Training, Research, Recruiting, Sales, Management, PowerPoint

Education
Ohio Department of Insurance
Licensed in the lines of Life & Health, and Variable

Owens Community College

John P. Marshall John P. Marshall Charlotte, North Carolina Area Details
John P. Marshall's Forethought Financial Group, Inc. Experience 2012 - 2013
Job Top Producing Sales Executive and Wholesaler
Industry Financial Services
Experience
Cole Capital  2014 - Present
Forethought Financial Group, Inc.   2012 - 2013
Transamerica Financial Advisors, Inc.   2011 - 2012
Sun Life Financial  2009 - 2011
AIG SunAmerica  1999 - 2011

Education
Miami University
Bachelor’s Degree, Finance, General

NC/SC Life & Health, Long Term Care
Series 63 & Series 6, Series 7

Betty Hoff Betty Hoff Greater Atlanta Area Details
Betty Hoff's Forethought Financial Group, Inc. Experience 1998 - 2003
Job Building Partnerships Medical Devices & Integrated Clinical Solution Experience with Large Health Systems
Industry Hospital & Health Care
Experience
BD  2015 - 2015
Myco Medical  2013 - 2014
Hill-Rom  2010 - 2013
Hill-Rom Company  2009 - 2010
Hill-Rom  2006 - 2009
Hill-Rom  2005 - 2006
Hill-Rom  2003 - 2005
Forethought Financial Group, Inc.   1998 - 2003

Skills
Medical Devices, Leadership, Strategy, Product Development, Cross-functional Team..., Sales, Business Development, Product Launch, Management, Marketing, Sales Operations, Capital Equipment, Market Development, Direct Sales, Strategic Partnerships, Product Management, Operations Management, Selling, Negotiation, Customer Service, Sales Process, Product Marketing, Competitive Analysis, Marketing Communications, Customer Satisfaction, Process Improvement, Sales Management, Account Management, Strategic Planning, Team Building, IDN Management

Education
Indiana Wesleyan University   1998 — 2002
Bachelor’s Degree, Business Management, 3.92 GPA (Scale of 4.0)

Justin Veras, MBA Justin Veras, MBA Hartford, Connecticut Area Details
Justin Veras, MBA's Forethought Financial Group, Inc. Experience May 2013 - Present
Job Advisor Services Consultant at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners  March 2015 - Present
Forethought Financial Group, Inc.   May 2013 - Present
AXA Equitable  March 2012 - May 2013
Apple  January 2012 - March 2012
AXA Equitable  September 2008 - March 2012
Travelers Company  March 2008 - September 2008

Skills
Strategic Planning, Marketing, Risk Management, Web Design, Website Development, Web Project Management, Web Content, Email Marketing, HTML emails, Email Hosting, Leadership, Content Management, Insurance

Education
Post University   2008 — 2010
Master's, Business Administration

The University of Connecticut   2001 — 2005
Bachelor's of Arts, English

St Paul   1996 — 2001

Elizabeth Salamone Elizabeth Salamone Pittsford, New York Details
Elizabeth Salamone's Forethought Financial Group, Inc. Experience October 2010 - October 2011
Job Actuary
Industry Insurance
Experience
Mendon Center Elementary School PTSA   July 2014 - Present
Mothers & More  November 2013 - Present
Mothers & More  April 2009 - Present
Daystar for Medically Fragile Children, Inc.   April 2008 - Present
Pittsford United Nursery School   June 2012 - June 2014
Forethought Financial Group, Inc.   October 2010 - October 2011
Forethought Financial Group, Inc.   July 2004 - July 2008
Wakely Actuarial Inc.   November 2007 - May 2008
Forethought Financial Group, Inc.   April 1999 - June 2004
Paul Revere Life Insurance Company  August 1993 - April 1999

Skills
Insurance, Actuarial Science, Life Insurance, Analysis, Leadership, Management, Business Planning, Project Management, Project Planning, Finance, Risk Management, Financial Analysis, Budgets, Customer Service, Nonprofits

Education
University of Cincinnati   2000 — 2002
MBA, Concentrations in Finance and International Business

Boston College   1989 — 1993
BA, Mathematics

Christopher Ehlinger Christopher Ehlinger Wayne, Pennsylvania Details
Christopher Ehlinger's Forethought Financial Group, Inc. Experience November 2014 - Present
Job Annuity Specialist at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   November 2014 - Present
JGWPT Holdings, Inc.   December 2011 - October 2014
Horizon Services and Management Co.   January 2011 - December 2011
UBS Wealth Management  June 2009 - August 2009

Skills
Due Diligence

Education
Ohio Wesleyan University   2006 — 2010
Bachelor of Arts (B.A.), Economics

Christopher Marcozzi Christopher Marcozzi Greater Philadelphia Area Details
Christopher Marcozzi's Forethought Financial Group, Inc. Experience January 2014 - Present
Job Helping financial advisors serve clients and exceed goals through a partnershipbased approach
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2014 - Present
The Hartford  June 2011 - March 2013
The Hartford  November 2010 - June 2011
Viking Importing Company   May 2008 - November 2010

Skills
Series 6, Series 63, Mutual Funds, Zephyr, Morningstar, Investment Portfolios, Data Analysis, Client Presentation, Sales, Advising Clients, Financial Markets, Customer Service, Manage Client..., Maintaining Strong..., Proposal Support, Equities, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Variable Annuities, Insurance, Securities, Fixed Annuities, Long-term Care, Inside Sales, Sales Presentations

Education
Franklin & Marshall College   2005 — 2010
Bachelor of Arts (BA), Government

Jenny Laker Jenny Laker Cincinnati Area Details
Jenny Laker's Forethought Financial Group, Inc. Experience 2009 - September 2011
Job Principal Consultant at NTT DATA
Industry Information Technology and Services
Experience
NTT DATA  2012 - Present
Forethought Financial Group, Inc.   2009 - September 2011
Forethought Financial Services  2008 - 2009

Skills
Business Analysis, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Change Management, Business Requirements, SDLC, Data Warehousing, Insurance, Project Management, Business Process...

Education
College of Mount St. Joseph   1995 — 1999
Bachelor's degree, Marketing/Marketing Management, General

Oldenburg Academy   1991 — 1995
High School

Josh Letourneau Josh Letourneau Topeka, Kansas Details
Josh Letourneau's Forethought Financial Group, Inc. Experience January 2014 - Present
Job Account Services Representative at Forethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc.   January 2014 - Present

Education
Friends University   2013 — 2015
Master of Business Administration (M.B.A.), 3.5 GPA

Emporia State University   2010 — 2012
Bachelor's Degree, Business Administration and Management, General

Megan Pelc Megan Pelc Pearland, Texas Details
Megan Pelc's Forethought Financial Group, Inc. Experience April 2012 - Present
Job English Teacher and Coach Pearland High School
Industry Primary/Secondary Education
Experience
Pearland ISD  August 2013 - Present
Forethought Financial Group, Inc.   April 2012 - Present
Pearland ISD  2013 - 2013
Forethought Financial Group, Inc.   July 2011 - April 2012
Outerbanks Daredevils Baseball Team   May 2010 - August 2010
North Carolina Health Careers Access Program (NC-HCAP)   January 2010 - May 2010

Skills
Marketing, Public Relations, Marketing Support, Marketing Strategy, Marketing Communications, Email Marketing, Mass Email Marketing, Strategic Communications, Internal Communications, Product Marketing

Education
University of North Carolina at Chapel Hill   2006 — 2010
Journalism and Mass Communication, Public Relations

Nick Shaffer Nick Shaffer Indianapolis, Indiana Area Details
Nick Shaffer's Forethought Financial Group, Inc. Experience January 2013 - May 2014
Job Regional Vice President External Wholesaler at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  February 2015 - Present
CFD Investments   July 2014 - December 2014
Forethought Financial Group, Inc.   January 2013 - May 2014
The Hartford  August 2008 - December 2012
The Hartford  November 2006 - August 2008

Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Retirement Planning, Series 6, Sales, CRM, 401k, Series 63, Marketing, Leadership, Retirement, Sales Process, Separately Managed..., FINRA, Public Speaking, Building Relationships, Salesforce.com, Annuities, Seminars, Retirement Income..., Wholesaling, Life & Health Insurance..., Presentations, Problem Solving, Management, Key Account Development, Close Attention to..., Highly detail oriented, Mentoring, Territory..., Wholesale, Investments

Education
Slippery Rock University of Pennsylvania
Bachelor's degree

Ngaire Cuneo Ngaire Cuneo Naples, Florida Area Details
Ngaire Cuneo's Forethought Financial Group, Inc. Experience 2010 - Present
Job Managing Partner at RED Associates, LLC
Industry Venture Capital & Private Equity
Experience
Duke Realty Corporation  1995 - Present
Tributes, Inc.   2007 - Present
ContractPal, Inc.   2005 - Present
RED Associates, LLC   January 2002 - Present
Forethought Financial Group, Inc.   2010 - Present
Forethought Financial Group, Inc.   2006 - 2010
Devlin Group, LLC   2002 - 2006
Conseco Capital Partners, LLC   1994 - 2001
Conseco, Inc.   1992 - 2001
GE Capital  1985 - 1992

Education
Wharton School, University of Pennsylvania
Executive Development Program

Iona College
Master of Business Administration (MBA), Accounting

College of New Rochelle
Bachelor of Arts (B.A.), Economics

Chris Crowding Chris Crowding Greater Philadelphia Area Details
Chris Crowding's Forethought Financial Group, Inc. Experience February 2015 - Present
Job Internal Wholesaler at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   February 2015 - Present
Merrill Lynch  February 2013 - March 2014
Johns Hopkins University  2008 - 2012

Skills
Social Media, Analysis, Microsoft Excel, Risk Management, Research, Team Leadership, Data Analysis, Marketing, PowerPoint, Finance, Microsoft Word, Leadership

Education
The Johns Hopkins University   2008 — 2012
Economics Major, Entrepreneurship and Management Minor

Malvern Prep   2004 — 2008

Margie Werner Margie Werner Batesville, Indiana Details
Margie Werner's Forethought Financial Group, Inc. Experience 2015 - 2015
Job Financial Coordinator/Digital Security Officer at Children's Dental Care
Industry Medical Practice
Experience
Children's Dental Care  May 1997 - Present
Forethought Financial Group, Inc.   2015 - 2015
Forethought Financial Group, Inc.   2015 - 2015
Forethought Financial Group, Inc.   2015 - 2015
Evansville Pediatric Dentistry   2003 - 2006

Skills
Eaglesoft, HIPAA, Dental Software, Computer-savvy, Software, XHTML, Java, Visual Basic, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, Computer Building, Databases, Computer Network..., Management Accounting, Customer Service, Dental Imaging, Software Documentation, Visio, Access, Healthcare

Education
Indiana Wesleyan University   2011 — 2013
Bachelor of Science (BS), Business Information Systems, 3.8 GPA

Christopher Spaw Christopher Spaw Greater Philadelphia Area Details
Christopher Spaw's Forethought Financial Group, Inc. Experience January 2013 - Present
Job Internal Wholesaler Variable Annuities at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2013 - Present
The Hartford  January 2011 - December 2012
ING  December 2007 - November 2010
SunTrust Bank  January 2007 - November 2007
Citizens Bank  January 2005 - January 2007

Skills
Series 63, Fixed Annuities, Financial Services, Series 6, Banking, Variable Annuities, IRAs, Sales, Retirement, Retirement Planning, Wholesale, Salesforce.com, Investments, Series 65

Education
Saint Vincent College   2002 — 2006
Finance, Finance, General

Tracy Hirt Tracy Hirt Naples, Florida Area Details
Tracy Hirt's Forethought Financial Group, Inc. Experience 1993 - 1998
Job Real Estate Sale Associate at Amerivest Realty
Industry Real Estate
Experience
Amerivest Realty  August 2004 - Present
Great Western Insurance Company  2002 - 2004
Forethought Financial Group, Inc.   1993 - 1998

Skills
Sellers, Vacation Homes, New Home Sales, Waterfront, Listings, Condos, Real Estate, Real Estate Transactions, Single Family Homes

Education
Indiana University Bloomington   1988 — 1992
BS, Hotel Management

Batesville High School

Dave Osborn Dave Osborn Columbus, Ohio Area Details
Dave Osborn's Forethought Financial Group, Inc. Experience May 2015 - Present
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   May 2015 - Present
SunAmerica Annuity and Life Assurance Company   March 2004 - January 2015
Scudder Investments  February 2003 - December 2003
Scudder Investments  April 2000 - February 2003

Education
Miami University   1986 — 1990
BS

Brendan Meakim Brendan Meakim Greater Philadelphia Area Details
Brendan Meakim's Forethought Financial Group, Inc. Experience January 2013 - Present
Job Internal Sales Manager at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2013 - Present
The Hartford  September 2007 - December 2012
The Hartford  August 2006 - August 2007
The Hartford  August 2002 - August 2006
Planco  October 2000 - July 2002

Skills
Sales Operations, Sales, Variable Annuities, Team Leadership, Management, Sales Process, Coaching, Investments, Call Centers

Education
Penn State University   1996 — 1999
Business Administration

Thomas McCullough Thomas McCullough Greater Philadelphia Area Details
Thomas McCullough's Forethought Financial Group, Inc. Experience 2015 - Present
Job Internal Wholesaler at Forethought Financial Group, Inc.
Industry Investment Management
Experience
Forethought Financial Group, Inc.   2015 - Present
Vanguard  2011 - 2015
ING  2006 - 2010
ING  2001 - 2006
ING  1999 - 2001

Education
Saint Joseph's University
B.A., History

Saint Joseph's University
M.S., Education

Ray Conforti Ray Conforti Hartford, Connecticut Area Details
Ray Conforti's Forethought Financial Group, Inc. Experience January 2013 - January 2014
Job Assistant Vice President, Content & Corporate Marketing at Global Atlantic Financial Group Limited
Industry Marketing and Advertising
Experience
Global Atlantic Financial Group Limited  January 2014 - Present
Forethought Financial Group, Inc.   January 2013 - January 2014
The Hartford  September 2010 - December 2012
The Hartford  2008 - August 2010
The Hartford  2001 - 2008
ING Financial Partners  2001 - 2004
The Forman School  1998 - 2001

Skills
Copywriting, Concept Generation, Situational Leadership, Strategic Thinking, Project Execution, Self-driven, Marketing Strategy, Marketing Communications, Idea Generation, Life Insurance, Annuities, Advertising, Corporate Communications, Creative Direction, Fixed Annuities, Marketing, Project Management, Strategy

Education
University of Hartford
Bachelor of Arts (B.A.), Communication

Dan Wisley Dan Wisley Batesville, Indiana Details
Dan Wisley's Forethought Financial Group, Inc. Experience November 2007 - January 2010
Job VP,Chief Financial Officer at ClearPoint Federal Bank & Trust
Industry Financial Services
Experience
ClearPoint Federal Bank & Trust  January 2010 - Present
Forethought Capital Funding, Inc   January 2010 - December 2013
Forethought Financial Group, Inc.   November 2007 - January 2010
Forethought Financial Services  April 2001 - November 2007
Bank One  September 1998 - April 2001
Banc One Mortgage Corp  1993 - 1998

Skills
Auditing, Finance, Banking, Accounting, Financial Reporting, Forecasting, Budgets, Financial Services, Project Management, Portfolio Management, Insurance, Internal Audit, Teamwork

Education
Indiana University - Kelley School of Business   1977 — 1979
MBA, Finance

Indiana University - Kelley School of Business   1972 — 1976
BS, Accounting

Darren Manning Darren Manning San Francisco Bay Area Details
Darren Manning's Forethought Financial Group, Inc. Experience December 2014 - Present
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   December 2014 - Present
Lincoln Financial Distributors  January 2010 - December 2014
Lincoln Financial Distributors  April 2006 - December 2009
Lincoln Financial Distributors  April 2005 - March 2006
Merck & Co.   August 2002 - April 2005
Nextel  July 2000 - March 2002

Education
Georgia Institute of Technology   1995 — 2000
Management, Economics, Marketing

Eric Nichols Eric Nichols Greater Chicago Area Details
Eric Nichols's Forethought Financial Group, Inc. Experience February 2010 - January 2012
Job Principal & President Independent Insurance Specialist
Industry Insurance
Experience
Independent Insurance Specialist   March 2012 - Present
Forethought Financial Group, Inc.   February 2010 - January 2012
Pennsylvania Life Insurance  February 2008 - April 2010
Genworth Financial  March 2006 - May 2007

Skills
New Business Development, Operations Management, Training, Team Building, Negotiation, Long-term Care, Fixed Annuities, Medicare, Marketing Strategy, Insurance, Sales, Sales Management, Management, Customer Service, Direct Sales, Budgets, Property & Casualty..., Health Insurance, Cold Calling, Small Business, Employee Benefits, Life Insurance, Recruiting, Retirement Planning, Term Life Insurance, Disability Insurance, Marketing

Education
Southern Illinois University, Carbondale   1988 — 1992
A.J., Business Management

Will Bischoff Will Bischoff Houston, Texas Area Details
Will Bischoff's Forethought Financial Group, Inc. Experience May 2013 - January 2015
Job Vice President, Strategic Markets at Homesteaders Life Company
Industry Consumer Services
Experience
Homesteaders Life Company  January 2015 - Present
Forethought Financial Group, Inc.   May 2013 - January 2015
Forethought Capital Funding, Inc.   October 2010 - May 2013
Forethought Federal Savings Bank   January 2010 - October 2010
Keystone Group Holdings, Inc.   April 2006 - February 2010
Keystone Group Holdings, Inc.   2000 - 2006
Keystone Group Holdings, Inc.   May 1997 - 2000
Prime Succession, Inc.   1995 - 1997

Skills
New Business Development, Marketing, Small Business, Sales Management, Strategic Planning, Public Speaking, Operations Management, Marketing Strategy, Cross-functional Team..., Sales, Management, Business Planning, Business Strategy, Team Building, Customer Service, Fundraising, Account Management, Sales Operations, Insurance, B2B, Coaching, Event Planning, Start-ups, Marketing Communications, Leadership, Negotiation, Financial Analysis, Budgets, Strategy, Business Development, Team Leadership, Public Relations, Mergers & Acquisitions, Leadership Development, Direct Sales, Competitive Analysis, Sales Presentations, Process Improvement, Entrepreneurship, Forecasting

Education
University of Tampa - John H. Sykes College of Business   2001 — 2005
MBA, Corporate Finance

Spring Hill College   1991 — 1995
BS, Accounting

Victoria Fote Victoria Fote Hartford, Connecticut Area Details
Victoria Fote's Forethought Financial Group, Inc. Experience January 2013 - Present
Job Senior Compliance Analyst at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2013 - Present
The Hartford  April 2008 - December 2012
The Hartford  September 2007 - March 2008
The Hartford  October 1998 - August 2007

Education
Central Connecticut State University   1987 — 1992
BS, Accounting

Maureen Fanelle Maureen Fanelle Woodbury, New Jersey Details
Maureen Fanelle's Forethought Financial Group, Inc. Experience October 2014 - Present
Job Internal Wholesaler IMO at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   October 2014 - Present
Roster Financial  January 2011 - October 2013
Roster Financial  January 2009 - December 2010
Roster Financial  June 2004 - December 2008
Roster Financial  February 2003 - May 2004

Skills
Annuities, Insurance, Retirement, Retirement Planning, Fixed Annuities, Long-term Care, Life Insurance, Term Life Insurance, Long Term Care Insurance, Wealth Management, Training, Financial Services, Sales, Strategy, Recruiting, Financial Planning

Education
Richard Stockton College of New Jersey
Bachelor's degree, Psychology

Crystal Krajewski Crystal Krajewski Hartford, Connecticut Area Details
Crystal Krajewski's Forethought Financial Group, Inc. Experience December 2012 - Present
Job Marketing Consultant at Forethought Financial Group, Inc.
Industry Marketing and Advertising
Experience
Forethought Financial Group, Inc.   December 2012 - Present
American Cancer Society  May 2012 - November 2012
TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE  September 2007 - May 2011
The Hartford  December 2005 - August 2007
Bryant University  September 2006 - May 2007
HARTFORD MAGAZINE/MRC   June 2006 - August 2006

Skills
Marketing Communications, Event Management, Marketing, Integrated Marketing, Advertising, Management, Access, Sales, Training, Project Planning, Strategy, Cross-functional Team...

Education
Emerson College   2009 — 2011
Master of Arts; Graduate School, Integrated Marketing Communication; Communication

Bryant University   2003 — 2007
Bachelor of Science, Business AdministrationMarketing and Management

Sue Fiengo Sue Fiengo Hartford, Connecticut Area Details
Sue Fiengo's Forethought Financial Group, Inc. Experience January 2013 - Present
Job Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2013 - Present
The Hartford  September 2010 - December 2012
The Hartford  June 2001 - December 2012
Hartford Life  2001 - April 2008
State Street  January 1996 - February 2000

Skills
Insurance, Fixed Annuities, FINRA, Financial Services, Retirement, Strategic Financial..., Wealth Management, Project Portfolio..., Series 6, Business Requirements, Process Improvement, Relationship Management, Business Analysis, Requirements Gathering, PMO, Leadership, Project Management, Variable Annuities, Mutual Funds, Series 63

Education
The University of Connecticut School of Business   1999 — 2001
MBA, Marketing & Technolocy

The University of Connecticut School of Business   1989 — 1993
BS, Business, Italian

Victoria Olson Victoria Olson Cheshire, Connecticut Details
Victoria Olson's Forethought Financial Group, Inc. Experience 2012 - 2014
Job Director at Alaric Compliance Services, LLC
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA)   June 2015 - Present
Alaric Compliance Services, LLC  February 2015 - Present
Veritas Compliance, LLC   July 2014 - September 2015
Forethought Financial Group, Inc.   2012 - 2014
Prudential Financial  2007 - 2012
The Phoenix Companies  1997 - 2007
The Hartford  1994 - 1996
John Hancock Financial Services  1992 - 1994

Skills
Leadership, FINRA, Series 24, Securities, Series 63, Mutual Funds, Series 7, Insurance, Financial Services, Fixed Annuities, Series 6, Investments, AML, Investment Advisory, Process Improvement, Retirement, Retirement Planning, Risk Management, SEC, Securities Regulation, Variable Annuities, Due Diligence, Mergers & Acquisitions, Anti Money Laundering

Education
FINRA Institute at Wharton   2004 — 2006
Certified Regulatory and Compliance Professional

The American College   1996 — 2001
Chartered Life Underwriter

The University of Connecticut   1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters

Sarah M. Patterson Sarah M. Patterson Hartford, Connecticut Area Details
Sarah M. Patterson's Forethought Financial Group, Inc. Experience January 2013 - Present
Job Vice President & Assistant General Counsel at Forethought Financial Group
Industry Law Practice
Experience
Forethought Financial Group, Inc.   January 2013 - Present
The Hartford  July 2004 - December 2012
Dewey & LeBoeuf LLP  May 2001 - June 2004
AIG  June 1998 - May 2001

Skills
Insurance, Securities, Fixed Annuities, Retirement, Variable Annuities, Financial Services, Life Insurance, Mutual Funds, Securities Regulation

Education
New York Law School   1998 — 2002
JD, Law

Fordham University   1994 — 1998
BA, History

John Eyster John Eyster Houston, Texas Area Details
John Eyster's Forethought Financial Group, Inc. Experience May 2013 - April 2014
Job Regional Sales DirectorMoneyGuard Solutions
Industry Financial Services
Experience
Lincoln Financial Group  May 2015 - Present
Great American Insurance  May 2014 - May 2015
Forethought Financial Group, Inc.   May 2013 - April 2014
AIG  March 2007 - May 2013
Allstate Financial  June 2005 - March 2007

Skills
bank wholesaling, wirehouse wholesaling, Equity Indexed Annuities, Variable Annuities, income riders, Public Speaking, living benefits, Mutual Funds, Fixed Annuities, Series 24, Sales Management, Investments, Financial Services, Series 6, Crisis Management, Series 63, Series 7, Retirement Planning, Retirement, Insurance, Sales, Wealth Management, Securities, Marketing, Long-term Care

Education
The University of Texas at Austin
BA, Psychology

Brian Re, CRPC® Brian Re, CRPC® Charlotte, North Carolina Area Details
Brian Re, CRPC®'s Forethought Financial Group, Inc. Experience March 2013 - January 2015
Job VP Sales and Business Development at First Investors
Industry Financial Services
Experience
First Investors  January 2015 - Present
Forethought Financial Group, Inc.   March 2013 - January 2015
Davis & Parks Technologies, LLC   April 2011 - March 2013
Transamerica  April 2006 - April 2011
Allianz Life  2003 - 2006
Guardian Life Insurance  May 2000 - May 2003
Sun Life Financial  1994 - 2000

Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Investments, Insurance, Business Development, Direct Sales, Relationship Marketing, Financial Advisory, Financial Services, 401k

Education
University of Hartford   1990 — 1992
BS/BA, Marketing

David Christie David Christie Agoura Hills, California Details
David Christie's Forethought Financial Group, Inc. Experience August 2013 - November 2014
Job VP Business Development
Industry Financial Services
Experience
Allegiance Marketing Group  November 2014 - Present
Forethought Financial Group, Inc.   August 2013 - November 2014
Access Capital Management, LLC   January 2013 - July 2013
Allianz Life Insurance Company of North America LLC.   January 2011 - June 2012
Allianz Life Insurance Company of North America LLC.   August 2009 - January 2011
Allianz Life Insurance Company of North America LLC.   September 2007 - August 2009
Growing Leaders, Inc.   January 2003 - September 2007

Skills
Investments, Series 65, Leadership Development, Variable Annuities, Fixed Annuities, Retirement Planning, Financial Services, PowerPoint, Public Speaking, Sales Presentations, Series 6, Series 63, Insurance, Retirement, 401k, Leadership, IRAs, Life Insurance, Management, Publishing

Education
Pepperdine University   2000 — 2003
BS, Business Administration

Kevin Stange Kevin Stange Hartford, Connecticut Area Details
Kevin Stange's Forethought Financial Group, Inc. Experience January 2014 - Present
Job Assistant Vice President Annuity Product at Forethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc.   January 2014 - Present
Forethought Financial Group, Inc.   January 2013 - December 2013
Hartford Life  2008 - December 2012
Hartford Life  2006 - 2008
Hartford Life  1999 - 2006
Hartford Life  1998 - 1999
Hartford Life  1997 - 1998

Skills
Fixed Annuities, CRM, Variable Annuities, Product Management

Education
Fairfield University   1989 — 1993
Bachelor of Science (BS), Mathematics

Staci Bennett Staci Bennett Greater Atlanta Area Details
Staci Bennett's Forethought Financial Group, Inc. Experience March 2015 - Present
Job Regional Vice President Forethought Distributors, LLC
Industry Financial Services
Experience
Forethought Financial Group, Inc.   March 2015 - Present
Lincoln Financial  October 2008 - March 2015
Merrill Lynch  2001 - 2008
J.C. Bradford   1998 - 1999

Education
University of Georgia - Terry College of Business   1993 — 1997
Business, Marketing

David W. Entrekin David W. Entrekin Houston, Texas Area Details
David W. Entrekin's Forethought Financial Group, Inc. Experience June 2008 - Present
Job Executive Vice President and Chief Financial Officer at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   June 2008 - Present
Aetna  April 2003 - October 2007
AIG American General  May 1991 - June 2002

Skills
Corporate Finance, Business Strategy, Finance, Insurance, Investments, Financial Analysis, Strategic Financial..., Financial Services, Fixed Annuities, Mergers & Acquisitions, Financial Modeling

Education
The University of Texas at Austin   1988 — 1989
MBA, Finance

Georgia Institute of Technology   1980 — 1984
BS in Industrial Management

Andrew Resnik Andrew Resnik Greater Denver Area Details
Andrew Resnik's Forethought Financial Group, Inc. Experience April 2014 - Present
Job Regional VP at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   April 2014 - Present
Lincoln Financial Distributors  November 2005 - April 2014
Lincoln Financial Distributors  November 2005 - April 2014

Skills
Sales, Marketing

Education
Middlebury College   1987 — 1991
Bachelor of Arts (B.A.), Psychology

Jay Verish Jay Verish Greater Philadelphia Area Details
Jay Verish's Forethought Financial Group, Inc. Experience March 2015 - Present
Job Sales Training Analyst at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   March 2015 - Present
RS Investments  July 2013 - March 2015
Pacer Financial  January 2010 - July 2013
PLANCO/The Hartford  August 1995 - July 2009

Skills
Series 63, Life Insurance, Mutual Funds, Insurance, Fixed Annuities, Fixed Income, Asset Management, Investments, Asset Allocation, Financial Advisory, 401k, Retirement Planning, Series 6, Series 26, Variable Annuities, ETFs, ETN's, Separately Managed..., Retirement

Education
Shippensburg University of Pennsylvania   1990 — 1994
BA, Communications

Phoenixville High School

Eric Kuchler Eric Kuchler Greater Philadelphia Area Details
Eric Kuchler's Forethought Financial Group, Inc. Experience January 2013 - Present
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2013 - Present
The Hartford  July 2000 - December 2012

Education
Merrimack College   1996 — 2000
Business

Cameron Jeffreys, CFA Cameron Jeffreys, CFA Indianapolis, Indiana Area Details
Cameron Jeffreys, CFA's Forethought Financial Group, Inc. Experience December 2011 - September 2013
Job Vice President, CoPortfolio Manager at Forethought Investment Advisors, LLC
Industry Investment Management
Experience
Forethought Investment Advisors, LLC   September 2013 - Present
Forethought Financial Group, Inc.   December 2011 - September 2013
Forethought Financial Group   November 2009 - 2011
Credit Suisse  2005 - 2008
Credit Suisse  2002 - 2004
Credit Suisse  1998 - 2002
Conseco Capital Management  1996 - 1998

Skills
Portfolio Management, Investments, Financial Modeling, Equity Research

Education
The University of Western Ontario - Richard Ivey School of Business   1992 — 1996
Honours Business Administration, Business Administration

Kevin Bentz Kevin Bentz Greater Philadelphia Area Details
Kevin Bentz's Forethought Financial Group, Inc. Experience February 2014 - Present
Job Internal Whoelsaler at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   February 2014 - Present
Athene Annuity & Life Assurance Company  December 2011 - February 2014
Nationwide Insurance  March 2011 - December 2011
ING  February 2005 - December 2010

Skills
Fixed Annuities, Series 63, Mutual Funds, Series 6, Life Insurance, Retirement Planning, Insurance, Series 65, Retirement, Investments, Wealth Management, Variable Annuities, Financial Services, Strategic Financial..., New Business Development

Education
University of Nevada Las Vegas Lee Business School   2003 — 2005
MBA, Finance

James Madison University   1995 — 1999
BBA, Marketing

Paul Surdakowski Paul Surdakowski Phoenix, Arizona Area Details
Paul Surdakowski's Forethought Financial Group, Inc. Experience May 2013 - Present
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   May 2013 - Present
MVP Realty Advisor   January 2013 - February 2013
AEI Fund Management, Inc  August 2011 - September 2012
Cole Capital  May 2008 - August 2011
ING  February 2008 - May 2008
Wells Fargo Investments  May 2007 - February 2008
UBS Wealth Management / Piper Jaffray & Co.   November 2004 - May 2007

Skills
Investments, Series 7, REIT, Asset Management, Asset Allocation, Alternative Investments, Life Insurance, Financial Services, Sales, Salesforce.com, Wholesale, Retirement, Fixed Annuities, Financial Advisory, Series 63, Selling, Insurance, Retirement Planning, Mutual Funds

Education
Sequoia Sales Training   2008 — 2008

The University of Texas at Austin   1998 — 2002
English

Phoenix Country Day

Brandon Campbell Brandon Campbell Fayetteville, Arkansas Area Details
Brandon Campbell's Forethought Financial Group, Inc. Experience January 2013 - May 2014
Job Senior Regional Vice President
Industry Financial Services
Experience
Western & Southern Financial Group  August 2015 - Present
Allianz Life Financial Services LLC  May 2014 - August 2015
Forethought Financial Group, Inc.   January 2013 - May 2014
The Hartford  May 2007 - January 2013
Genworth  July 2004 - May 2007
GE Financial Assurance  July 2004 - June 2006
GE  April 2002 - July 2004

Education
Bellarmine University   2000 — 2004
BA, Economics & Business Admin

Scott Breault Scott Breault Greater Boston Area Details
Scott Breault's Forethought Financial Group, Inc. Experience July 2014 - Present
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   July 2014 - Present
Lincoln Financial Distributors  December 2003 - May 2014

Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Investments, Wealth Management, Retirement, Asset Allocation, Fixed Annuities, Financial Services

Education
Suffolk University   1986 — 1991
Finance, General

Dave Lacusky Dave Lacusky Greater Philadelphia Area Details
Dave Lacusky's Forethought Financial Group, Inc. Experience January 2013 - February 2013
Job SVP & NSM, Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management  March 2013 - Present
Forethought Financial Group, Inc.   January 2013 - February 2013
The Hartford  September 2008 - December 2012
The Hartford  2006 - 2008
The Hartford  2004 - 2006
PLANCO  2000 - 2004
PLANCO  1997 - 2000

Skills
Series 63, Series 6, Fixed Annuities, Mutual Funds, Variable Annuities, Retirement Planning, Series 65, Retirement, Series 24, FINRA, Media Skills Training, 401k

Education
Florida Atlantic University   1989 — 1992
Bachelor of Business Administration (B.B.A.), Marketing

University of Florida   1986 — 1987
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Nicholas Popowicz Nicholas Popowicz Greater Philadelphia Area Details
Nicholas Popowicz's Forethought Financial Group, Inc. Experience August 2014 - Present
Job Internal Wholesaler at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   August 2014 - Present
SEI  March 2011 - August 2014
Prudential Financial  September 2010 - March 2011
Walgreens  May 2009 - August 2009

Skills
Analysis, Management, Microsoft Excel, Account Reconciliation, Investments

Education
Kutztown University of Pennsylvania   2006 — 2010
B.S.B.A., Dual Major: Finance and Management

Michael Caterbone Michael Caterbone Miami/Fort Lauderdale Area Details
Michael Caterbone's Forethought Financial Group, Inc. Experience January 2014 - Present
Job Vice President at Forethought Investments
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2014 - Present
Fidelity Investments  December 2012 - December 2013
Global Benefits Group   April 2010 - December 2012
Lincoln Financial Distributors  August 2007 - April 2010
AIM/Invesco   January 1997 - August 2007
SunAmerica Financial Group  June 1996 - December 1997
Case Management  February 1994 - March 1995
Mackenzie Ivy Funds   January 1993 - January 1994
Miami Dolphins/Ottawa Rough Riders   September 1984 - August 1988

Skills
Disability Insurance, Insurance, Sales, Marketing Strategy, Mutual Funds, Liability, Asset Management, Fixed Annuities, Employee Benefits, CRM, ETFs, New Business Development, Portfolio Management, Relationship Management, Risk Management, Strategic Planning, Health Insurance, Account Management, Series 63, Customer Service, Product Development, Strategy, Selling, Coaching, Sales Management, Claim, Marketing, Business Development, Underwriting, Sales Operations, Reinsurance, Leadership, Business Strategy, Team Building, Management, Series 6, Series 7, Financial Services, 401k, Health Savings Accounts, Retirement Planning, Investments, Retirement, Alternative Investments, Wealth Management, Property & Casualty..., Business Planning, Negotiation, Life Insurance, Brokers

Education
Franklin & Marshall College   1980 — 1985
BA in Business Administration

JP Keserich JP Keserich Indianapolis, Indiana Area Details
JP Keserich's Forethought Financial Group, Inc. Experience April 2010 - January 2013
Job VP of Internal Audit at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited  January 2013 - Present
Forethought Financial Group, Inc.   April 2010 - January 2013
KPMG Audit  January 2004 - April 2010

Skills
Internal Controls, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Auditing, Financial Accounting, Management, Risk Management, US GAAP

Education
Montana State University-Bozeman   2003 — 2004
MPAc, Accounting

Western State Colorado University   1997 — 2001
BA, Business Administration

Brooke Meyer Brooke Meyer Hartford, Connecticut Area Details
Brooke Meyer's Forethought Financial Group, Inc. Experience January 2013 - December 2013
Job AVP, Annuity Marketing at Global Atlantic Financial Group Ltd.
Industry Insurance
Experience
Global Atlantic Financial Group Limited  January 2014 - Present
Forethought Financial Group, Inc.   January 2013 - December 2013
The Hartford  February 2011 - December 2012
Hartford Life  November 2006 - February 2011
M&I Bank  2005 - 2006
Janus Capital Group  1999 - 2005

Skills
Marketing Communications, Marketing Strategy, Online Marketing, PowerPoint, FINRA Series 6, FINRA Series 7, FINRA Series 63, Variable Annuities, Triathlon, Web Marketing

Education
Brigham Young University   1994 — 1998
Bachelor of Arts (B.A.), Communications

Elizabeth Gioia Elizabeth Gioia Hartford, Connecticut Area Details
Elizabeth Gioia's Forethought Financial Group, Inc. Experience January 2013 - January 2014
Job Vice President, Assistant General Counsel, 38a1 CCO at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited  January 2014 - Present
Forethought Financial Group, Inc.   January 2013 - January 2014
The Hartford  August 2008 - December 2012
Murtha Cullina LLP  June 2004 - July 2008
Kelley Drye & Warren LLP  2003 - 2004
Connecticut General Assembly  January 2000 - June 2002

Skills
ERISA, Employee Benefits, Legal Research, Tax Law, Securities, Legal Writing, Legal Compliance, Retirement Plans, Insurance, Document Drafting, SEC reporting, Employment Contracts, Annuities, Retirement Services, Retirement Plan..., Group Benefits, Welfare Plans, IRA's, Roth IRA, 401k Rollovers, IRA Rollovers, Contract Negotiation, Regulatory Requirements, Regulatory Risk, Regulatory Analysis, Financial Services, Regulatory Compliance

Education
The University of Connecticut School of Law   2000 — 2003
JD

University of Connecticut   1996 — 1999
BA, English

Brian Kettering, CRC® Brian Kettering, CRC® El Dorado Hills, California Details
Brian Kettering, CRC®'s Forethought Financial Group, Inc. Experience September 2014 - Present
Job Regional Vice President at ForeThought Financial Group, LLC
Industry Financial Services
Experience
Forethought Financial Group, Inc.   September 2014 - Present
Protective Life  April 2011 - September 2014
Genworth Financial  March 2007 - January 2011
Allianz Life  September 2001 - February 2007

Skills
Variable Annuities, Selling, Sales, Retirement, Financial Services, Series 7, Series 6, Series 63, Fixed Annuities, Strategy, Leadership, Insurance, Mutual Funds, Management, Lead Generation, Sales Operations, Life Insurance, Sales Presentations

Education
San Jose State University   1994 — 1998
Bachelor's Degree, Journalism

Gene Hilliard Gene Hilliard Shreveport, Louisiana Details
Gene Hilliard's Forethought Financial Group, Inc. Experience January 2013 - Present
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2013 - Present
The Hartford  June 2003 - December 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets

Education
Louisiana State University   1996 — 2000
Bachelor's degree - Marketing, MBA - Finance

Sandy Jordan Sandy Jordan Washington D.C. Metro Area Details
Sandy Jordan's Forethought Financial Group, Inc. Experience July 2013 - Present
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   July 2013 - Present
Jackson  2006 - 2011
The Hartford  2000 - 2006
Morgan Stanley  1995 - 1998

Skills
Series 7, Retirement Planning, Wealth Management, Investment Strategies, Financial Services, Public Speaking, Strategic Financial..., Fixed Annuities, Investments, Financial Advisory, Life Insurance, Series 63, Retirement, Finance, Asset Allocation, Investment Advisory, Series 6, Series 65, Variable Annuities, Financial Planning, Wholesaler, Securities, 401k, IRAs

Education
Georgetown University
Certificate, Financial Planning

Hampden-Sydney College
Bachelor of Arts, Economics

Collegiate School
Diploma, College Preparatory

Barb Moody Barb Moody Batesville, Indiana Details
Barb Moody's Forethought Financial Group, Inc. Experience July 2014 - Present
Job Advertising Promotions Manager at Gillman Home Center
Industry Logistics and Supply Chain
Experience
Forethought Financial Group, Inc.   July 2014 - Present
Gillman Home Center   July 2012 - June 2014
Hill-Rom Company, Inc.   1994 - 2012

Skills
Capital Equipment, JD Edwards, Medical Devices, Healthcare, Process Improvement, Product Development, Hospitals, Market Development, Product Launch, Healthcare Information..., Strategic Planning, Cross-functional Team..., Strategy, Competitive Analysis, Six Sigma

Education
Indiana University-Purdue University at Indianapolis   1989 — 1994
Bachelor's of Fine Arts, Visual Communications, B average

Indiana Wesleyan University
MBA, A-

Alexa Aleman Alexa Aleman West Chester, Pennsylvania Details
Alexa Aleman's Forethought Financial Group, Inc. Experience August 2015 - Present
Job Sales Coordinator at Forethought
Industry Financial Services
Experience
Forethought Financial Group, Inc.   August 2015 - Present
Mizner Country Club  May 2014 - May 2015
Boca Care- East   August 2011 - May 2013

Skills
Customer Service, Microsoft Excel, PowerPoint, Hospitality, Public Speaking, Outlook, Time Management, Social Media, Microsoft Publisher, Skilled Multi-tasker

Education
Florida Atlantic University - College of Business   2011 — 2015
Bachelor's degree, International Business & Trade and Economics

Florida Atlantic University

Melissa Busch Melissa Busch Osgood, Indiana Details
Melissa Busch's Forethought Financial Group, Inc. Experience June 2009 - Present
Job Sales/Marketing at Forethought
Industry Insurance
Experience
Forethought Financial Group, Inc.   June 2009 - Present

Education
Indiana University Bloomington
Bachelor of Business Administration (B.B.A.)

Patrick Keough, FSA, MAAA Patrick Keough, FSA, MAAA Atlanta, Georgia Details
Patrick Keough, FSA, MAAA's Forethought Financial Group, Inc. Experience September 2007 - August 2009
Job Senior Consultant, Actuarial at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group  May 2015 - Present
Transamerica Employee Benefits  October 2009 - April 2015
Forethought Financial Group, Inc.   September 2007 - August 2009

Skills
Microsoft Excel, SQL, VBA, Access, Microsoft SQL Server, MoSes, TAS, Polysystems, MG-ALFA, Oracle Database

Education
Indiana University Bloomington
Bachelor of Science (B.S.), Mathematics

Matt Weberding Matt Weberding Batesville, Indiana Details
Matt Weberding's Forethought Financial Group, Inc. Experience July 2004 - March 2007
Job Sr. Customer Relations Specialist at HillRom
Industry Medical Devices
Experience
Hill-Rom  July 2011 - Present
Hill-Rom  May 2008 - July 2011
Hill-Rom  April 2007 - May 2008
Forethought Financial Group, Inc.   July 2004 - March 2007
Forethought Financial Group, Inc.   January 2003 - July 2004
Stockelman Plastering, Inc   November 2001 - January 2003
Enterprise Rent-A-Car  August 2000 - September 2001
Enterprise Rent-A-Car  June 1999 - August 2000

Skills
Sales, Medical Devices, Team Building, Cross-functional Team..., Leadership, Customer Service, Account Management, Sales Operations, Marketing, Strategic Planning, Salesforce.com, Direct Sales, Selling, Process Improvement, Sales Process

Education
Marian College   1995 — 1999
Bachelor's degree, Sports Management

Batesville High School   1991 — 1995

Kim Gudgeon Kim Gudgeon Batesville, Indiana Details
Kim Gudgeon's Forethought Financial Group, Inc. Experience October 2011 - Present
Job Program Support Specialist at Forethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc.   October 2011 - Present

Skills
Marketing, Advertising, Program Development and..., Public Speaking

Education
Indiana Wesleyan University   2002 — 2004
Marketing

Professional Careers Institute   1982 — 1983
Front Office Administration, Medical and Dental Field

Sheri Brougher Sheri Brougher Batesville, Indiana Details
Sheri Brougher's Forethought Financial Group, Inc. Experience January 2011 - Present
Job AVP Marketing at Global Atlantic Financial Group
Industry Insurance
Experience
Forethought Financial Group, Inc.   January 2011 - Present

Education
Purdue University   1998 — 2001
Bachelor of Science (BS), Marketing/Marketing Management, General

Nidhi Ramani Nidhi Ramani Berwyn, Pennsylvania Details
Nidhi Ramani's Forethought Financial Group, Inc. Experience March 2015 - Present
Job Internal Wholesaler at Forethought Financial Group, Inc.
Industry Investment Management
Experience
Forethought Financial Group, Inc.   March 2015 - Present
RS Investments  April 2013 - March 2015
The Hartford  July 2007 - March 2013

Skills
Series 63, Series 6

Education
Immaculata University
Finance and Financial Management Services

Millersville University of Pennsylvania

Jared Holman Jared Holman Greenwood, Indiana Details
Jared Holman's Forethought Financial Group, Inc. Experience February 2008 - Present
Job Senior Staff Accountant at Forethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc.   February 2008 - Present
Benicorp Insurance Company  July 2006 - February 2008

Skills
Accounting, Financial Analysis, Financial Reporting, Budgets, Financial Statements, Accruals, GAAP, Variance Analysis, Journal Entries, Microsoft Excel, Account Reconciliation

Education
Indiana University-Purdue University at Indianapolis   2013 — 2015
Master of Science (M.S.), Accounting

Purdue University   2001 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General

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