Forethought Financial Services
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Forethought Financial Services Employees
Employee
Years
Job
Industry
Sarah Schaiper Sarah Schaiper's Forethought Financial Services Experience 2003 - 2006
Job AVP, HR Shared Services at ARCADIS
Industry Civil Engineering
Experience
ARCADIS September 2014 - Present
Catholic Health Initiatives February 2013 - September 2014
Catholic Health Initiatives August 2010 - February 2013
Catholic Health Initiatives May 2007 - July 2010
Catholic Health Initiatives July 2006 - May 2007
Psion Teklogix 2006 - 2006
Forethought Financial Services 2003 - 2006
Fifth Third Bank 2002 - 2003
American Red Cross 2001 - 2002
Skills
Process Improvement, Vendor Management, Benefits, Change Management, Benefits Administration, Employee Benefits, Six Sigma, Process Engineering, Outsourcing, Vendor Relations, Workforce Planning, Operations Management, HRIS, Technical Recruiting, Shared Services, HR Analytics, HR Metrics, Self-Service Solutions, Manager Self-Service, Affirmative Action, Software Development..., Employee Relations, Mergers, Acquisitions, Divestitures, HRO, Metrics Reporting, Human Resources, Onboarding, Deferred Compensation, Mergers & Acquisitions, Management, Performance Management, Project Management
Education
Murray State University
Northern Kentucky University
Bachelors, Psychology
ARCADIS September 2014 - Present
Catholic Health Initiatives February 2013 - September 2014
Catholic Health Initiatives August 2010 - February 2013
Catholic Health Initiatives May 2007 - July 2010
Catholic Health Initiatives July 2006 - May 2007
Psion Teklogix 2006 - 2006
Forethought Financial Services 2003 - 2006
Fifth Third Bank 2002 - 2003
American Red Cross 2001 - 2002
Skills
Process Improvement, Vendor Management, Benefits, Change Management, Benefits Administration, Employee Benefits, Six Sigma, Process Engineering, Outsourcing, Vendor Relations, Workforce Planning, Operations Management, HRIS, Technical Recruiting, Shared Services, HR Analytics, HR Metrics, Self-Service Solutions, Manager Self-Service, Affirmative Action, Software Development..., Employee Relations, Mergers, Acquisitions, Divestitures, HRO, Metrics Reporting, Human Resources, Onboarding, Deferred Compensation, Mergers & Acquisitions, Management, Performance Management, Project Management
Education
Murray State University
Northern Kentucky University
Bachelors, Psychology
John Sangiorgio John Sangiorgio's Forethought Financial Services Experience December 2000 - February 2004
Job Senior Global Portfolio Manager at HillRom
Industry Medical Devices
Experience
Hill-Rom June 2014 - Present
Hill-Rom April 2013 - May 2014
MissingLink Insights LLC September 2009 - April 2013
CR Bard January 2006 - October 2009
Western & Southern Financial Group February 2004 - December 2005
Forethought Financial Services December 2000 - February 2004
Hillenbrand Funeral Services Group October 1996 - December 2000
Skills
Marketing / brand..., Corporate strategy /..., Market research /..., Financial modeling /..., Innovation strategy /..., Strategic acquisition /..., Investment..., Coaching / team building, Internal / external..., Client / supplier..., Upstream / downstream..., Strategic Planning, Product Development, Marketing Strategy, Market Research, Business Strategy, Financial Modeling, Competitive Intelligence, Analysis, New Business Development, Market Analysis, Competitive Analysis, Management Consulting, Marketing Communications, Public Speaking, Business Planning, Marketing Management, Strategy Development, Product Management, Cross-functional Team..., Social Media, Brand Development, Online Marketing, Start-ups, Change Management, Portfolio Management, Forecasting, Financial Analysis, Strategy, Advertising, Leadership, CRM, Mergers & Acquisitions, Entrepreneurship, Management, Segmentation, Business Development, Marketing, Sales, Marketing Research
Education
Alfred University 1995 — 1996
MBA, Marketing
Alfred University 1990 — 1994
BS, Business Administration
The Albany Academy
Hill-Rom June 2014 - Present
Hill-Rom April 2013 - May 2014
MissingLink Insights LLC September 2009 - April 2013
CR Bard January 2006 - October 2009
Western & Southern Financial Group February 2004 - December 2005
Forethought Financial Services December 2000 - February 2004
Hillenbrand Funeral Services Group October 1996 - December 2000
Skills
Marketing / brand..., Corporate strategy /..., Market research /..., Financial modeling /..., Innovation strategy /..., Strategic acquisition /..., Investment..., Coaching / team building, Internal / external..., Client / supplier..., Upstream / downstream..., Strategic Planning, Product Development, Marketing Strategy, Market Research, Business Strategy, Financial Modeling, Competitive Intelligence, Analysis, New Business Development, Market Analysis, Competitive Analysis, Management Consulting, Marketing Communications, Public Speaking, Business Planning, Marketing Management, Strategy Development, Product Management, Cross-functional Team..., Social Media, Brand Development, Online Marketing, Start-ups, Change Management, Portfolio Management, Forecasting, Financial Analysis, Strategy, Advertising, Leadership, CRM, Mergers & Acquisitions, Entrepreneurship, Management, Segmentation, Business Development, Marketing, Sales, Marketing Research
Education
Alfred University 1995 — 1996
MBA, Marketing
Alfred University 1990 — 1994
BS, Business Administration
The Albany Academy
Jodi Clock's Forethought Financial Services Experience 1988 - 2003
Job "Navigating the Eldercare Journey..without going broke!" book; Partner Clock Funeral Homes at Published Author
Industry Individual & Family Services
Experience
Author of "Navigating the Eldercare Journey..without going broke!", Clock Funeral Homes May 2003 - Present
Clock Timeless Pets 2008 - 2014
Clock Funeral Home 2003 - 2012
Windy City Publishers 2009 - 2010
Fortis Family June 2000 - June 2003
Forethought Financial Services 1988 - 2003
LifeFiles 2000 - 2002
The Lowen Group 1993 - 1995
Skills
Public Speaking, Event Planning, Non-profits, Organizational..., Niche Marketing, Death Care, End of Life Planning, Medicaid Planning, Long Term Care, Advance Funeral Planning, Training & Development, Staff Training, Pet Loss, Pet Care, Therapy Dogs, Cremation, Pet Greif, Pet Palliative Care, Elder Care, Seniors, Social Media, Social Networking, Social Marketing, Fundraisers, Funerals, Community Outreach, Strategic Communications, Strategic Planning, New Business Development, Asset Management, Asset Protection, Grief, Grief Counseling, Negotiation, Leadership, Training, Start-ups, Marketing, Small Business, Publishing
Education
Spring Arbor University 1997 — 2001
MBO, Organizational Development - Masters
Spring Arbor University 1992 — 1997
Master Org Development, Organization Development / Liberal Arts
Kellogg Community College 1979 — 1981
Assoc, data processing
Battle Creek Lakeview 1976 — 1979
diploma, High School
Author of "Navigating the Eldercare Journey..without going broke!", Clock Funeral Homes May 2003 - Present
Clock Timeless Pets 2008 - 2014
Clock Funeral Home 2003 - 2012
Windy City Publishers 2009 - 2010
Fortis Family June 2000 - June 2003
Forethought Financial Services 1988 - 2003
LifeFiles 2000 - 2002
The Lowen Group 1993 - 1995
Skills
Public Speaking, Event Planning, Non-profits, Organizational..., Niche Marketing, Death Care, End of Life Planning, Medicaid Planning, Long Term Care, Advance Funeral Planning, Training & Development, Staff Training, Pet Loss, Pet Care, Therapy Dogs, Cremation, Pet Greif, Pet Palliative Care, Elder Care, Seniors, Social Media, Social Networking, Social Marketing, Fundraisers, Funerals, Community Outreach, Strategic Communications, Strategic Planning, New Business Development, Asset Management, Asset Protection, Grief, Grief Counseling, Negotiation, Leadership, Training, Start-ups, Marketing, Small Business, Publishing
Education
Spring Arbor University 1997 — 2001
MBO, Organizational Development - Masters
Spring Arbor University 1992 — 1997
Master Org Development, Organization Development / Liberal Arts
Kellogg Community College 1979 — 1981
Assoc, data processing
Battle Creek Lakeview 1976 — 1979
diploma, High School
Angie Lofton's Forethought Financial Services Experience August 2008 - March 2014
Job Seeking a new Career in a Finance Leadership position
Industry Financial Services
Experience
Contractor to the Federal Government January 2015 - Present
AML Enterprises April 2014 - Present
Forethought Financial Services August 2008 - March 2014
WellPoint, Inc. December 1996 - August 2008
Skills
Management, Financial Modeling, Cash Management, Treasury Management, Process Improvement, Treasury, Financial Analysis, Banking Relationships, Banking, Strategic Financial..., Business Intelligence, General Ledger, Accounts Payable, Accounts Receivable, Finance, Leadership, Risk Management, Financial Reporting, Sarbanes-Oxley, Cash Flow Forecasting, Business Process..., Interest Rate Risk..., Accounting, Executive Management, Liquidity Management, Insurance, Project Management, Account Reconciliation, Liquidity, Strategic Planning, Forecasting, Investments, Financial Services, Cash Flow, Corporate Finance, Payments, Mergers & Acquisitions, Financial Risk, Sarbanes-Oxley Act, Treasury Services, Managerial Finance, Internal Controls, Payroll, Auditing, Financial Accounting, Analysis, Relationship Management, ACH, Team Building, Training
Education
Indiana University-Purdue University at Indianapolis 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
Cascade High School
HS Diploma, Mathematics
Contractor to the Federal Government January 2015 - Present
AML Enterprises April 2014 - Present
Forethought Financial Services August 2008 - March 2014
WellPoint, Inc. December 1996 - August 2008
Skills
Management, Financial Modeling, Cash Management, Treasury Management, Process Improvement, Treasury, Financial Analysis, Banking Relationships, Banking, Strategic Financial..., Business Intelligence, General Ledger, Accounts Payable, Accounts Receivable, Finance, Leadership, Risk Management, Financial Reporting, Sarbanes-Oxley, Cash Flow Forecasting, Business Process..., Interest Rate Risk..., Accounting, Executive Management, Liquidity Management, Insurance, Project Management, Account Reconciliation, Liquidity, Strategic Planning, Forecasting, Investments, Financial Services, Cash Flow, Corporate Finance, Payments, Mergers & Acquisitions, Financial Risk, Sarbanes-Oxley Act, Treasury Services, Managerial Finance, Internal Controls, Payroll, Auditing, Financial Accounting, Analysis, Relationship Management, ACH, Team Building, Training
Education
Indiana University-Purdue University at Indianapolis 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
Cascade High School
HS Diploma, Mathematics
Don Kiffmeyer Don Kiffmeyer's Forethought Financial Services Experience 1996 - 2004
Job Operations Management
Industry Management Consulting
Experience
Vertin Family Funeral Homes November 2010 - Present
Sykes Funeral Home & Crematory 2009 - 2010
Lincoln Heritage 2007 - 2009
Williams Funeral Homes & Polk Memorial Gardens 2004 - 2007
Forethought Financial Services 1996 - 2004
Skills
Strategic Planning, Purchasing, New Business Development, Team Leadership, Sales Management, Business Strategy, Marketing, Account Management, Sales, Business Planning, Microsoft Office, Sales Operations, Marketing Strategy, Budgets, Business Development, Selling, Leadership, Team Building, Sales Presentations, Public Relations, Public Speaking, Small Business, Training, Insurance, Strategy, Management, Event Planning, Entrepreneurship, Operations Management, Advertising, Customer Satisfaction, Negotiation, Competitive Analysis, Marketing Communications, Recruiting
Education
University of Cincinnati 1986 — 1989
Bachelor of Science, Education
Diablo Valley College 1984 — 1985
Vertin Family Funeral Homes November 2010 - Present
Sykes Funeral Home & Crematory 2009 - 2010
Lincoln Heritage 2007 - 2009
Williams Funeral Homes & Polk Memorial Gardens 2004 - 2007
Forethought Financial Services 1996 - 2004
Skills
Strategic Planning, Purchasing, New Business Development, Team Leadership, Sales Management, Business Strategy, Marketing, Account Management, Sales, Business Planning, Microsoft Office, Sales Operations, Marketing Strategy, Budgets, Business Development, Selling, Leadership, Team Building, Sales Presentations, Public Relations, Public Speaking, Small Business, Training, Insurance, Strategy, Management, Event Planning, Entrepreneurship, Operations Management, Advertising, Customer Satisfaction, Negotiation, Competitive Analysis, Marketing Communications, Recruiting
Education
University of Cincinnati 1986 — 1989
Bachelor of Science, Education
Diablo Valley College 1984 — 1985
Scott Giska's Forethought Financial Services Experience March 1999 - August 2005
Job Director, Business Development
Industry Online Media
Experience
Conversant Inc. December 2013 - Present
Iacono Productions February 2011 - December 2013
Imagitas, a Pitney Bowes Company October 2005 - December 2010
Imagitas 2005 - 2010
Forethought Financial Services March 1999 - August 2005
The New Organics Company September 1997 - January 1999
Bush Brothers and Company October 1992 - May 1997
The Coca-Cola Company September 1988 - October 1992
Bristol-Myers Squibb June 1984 - September 1988
Skills
Consultative Selling, Sales Management, New Business Development, Product Development, Strategic Planning, Team Building, B2B, P&L, Negotiation, Marketing Strategy, Start-ups, Selling, Leadership, Management, Sales, Advertising, Direct Marketing, Marketing Communications, Account Management, Coaching, Program Management, Strategic Partnerships, Cross-functional Team..., Strategy, Competitive Analysis, Marketing, Lead Generation, Digital Marketing, Email Marketing, Integrated Marketing, Product Marketing, Sales Operations
Education
Ball State University - College of Business 1980 — 1984
BS, Marketing, Sales and Promotion Emphasis
Northwood High School
High School Diploma College Prep, College Prep Program
Conversant Inc. December 2013 - Present
Iacono Productions February 2011 - December 2013
Imagitas, a Pitney Bowes Company October 2005 - December 2010
Imagitas 2005 - 2010
Forethought Financial Services March 1999 - August 2005
The New Organics Company September 1997 - January 1999
Bush Brothers and Company October 1992 - May 1997
The Coca-Cola Company September 1988 - October 1992
Bristol-Myers Squibb June 1984 - September 1988
Skills
Consultative Selling, Sales Management, New Business Development, Product Development, Strategic Planning, Team Building, B2B, P&L, Negotiation, Marketing Strategy, Start-ups, Selling, Leadership, Management, Sales, Advertising, Direct Marketing, Marketing Communications, Account Management, Coaching, Program Management, Strategic Partnerships, Cross-functional Team..., Strategy, Competitive Analysis, Marketing, Lead Generation, Digital Marketing, Email Marketing, Integrated Marketing, Product Marketing, Sales Operations
Education
Ball State University - College of Business 1980 — 1984
BS, Marketing, Sales and Promotion Emphasis
Northwood High School
High School Diploma College Prep, College Prep Program
Phuong (Foon) Hoang's Forethought Financial Services Experience May 2009 - October 2010
Job Siebel developer at WellPoint
Industry Information Technology and Services
Experience
wellpoint - national goverment services January 2011 - Present
Forethought Financial Services May 2009 - October 2010
MetLife October 2000 - May 2009
Davisco, Inc August 1999 - October 2000
Skills
Requirements Analysis, COBOL, SDLC, DB2, Software Development, SQL, Visio
Education
Greenville Technical College
Degree, Computer Technology / Programming
wellpoint - national goverment services January 2011 - Present
Forethought Financial Services May 2009 - October 2010
MetLife October 2000 - May 2009
Davisco, Inc August 1999 - October 2000
Skills
Requirements Analysis, COBOL, SDLC, DB2, Software Development, SQL, Visio
Education
Greenville Technical College
Degree, Computer Technology / Programming
Jay Heiden's Forethought Financial Services Experience 2000 - December 2004
Job President, TriQuest Capital
Industry Banking
Experience
TriQuest Capital 2005 - Present
Forethought Financial Services 2000 - December 2004
Universal Technical Institute 1990 - 1994
Skills
Strategic Planning, New Business Development, Small Business, Sales Management, Management, Business Planning, Business Strategy, Team Building, Marketing Strategy, Sales Process, Negotiation, Financial Analysis, Contract Negotiation, Customer Service, Sales Operations, B2B, Sales, Selling, Start-ups, Account Management, Small Business Lending
Education
Louisiana State University 1979 — 1983
BS, Finance
Archbishop Shaw High School 1975 — 1979
TriQuest Capital 2005 - Present
Forethought Financial Services 2000 - December 2004
Universal Technical Institute 1990 - 1994
Skills
Strategic Planning, New Business Development, Small Business, Sales Management, Management, Business Planning, Business Strategy, Team Building, Marketing Strategy, Sales Process, Negotiation, Financial Analysis, Contract Negotiation, Customer Service, Sales Operations, B2B, Sales, Selling, Start-ups, Account Management, Small Business Lending
Education
Louisiana State University 1979 — 1983
BS, Finance
Archbishop Shaw High School 1975 — 1979
Phillip Anglin Phillip Anglin's Forethought Financial Services Experience 2001 - 2006
Job Sr. Account Executive at Homesteaders Life Company
Industry Insurance
Experience
Homesteaders Life Company 2012 - Present
Matthews International 2011 - April 2012
Global Healthcare Exchange 2008 - 2009
Validex Employment Screening Services 2007 - 2008
Forethought Financial Services 2001 - 2006
Fleming Companies 1997 - 2000
Skills
New Business Development, Sales, Account Management, Leadership, Business Development, Selling, CRM, Sales Operations, Sales Management, Marketing, Customer Service, Marketing Strategy, Management, Team Building, Retail, Cold Calling, Marketing Communications, Process Improvement, B2B, Strategic Planning, Human Resources, Insurance, Business Planning, Training, Direct Sales, Sales Process, Time Management, Coaching, Public Speaking, Sales Presentations, Negotiation, Customer Satisfaction
Education
Lipscomb University 1986 — 1990
B.S.
Homesteaders Life Company 2012 - Present
Matthews International 2011 - April 2012
Global Healthcare Exchange 2008 - 2009
Validex Employment Screening Services 2007 - 2008
Forethought Financial Services 2001 - 2006
Fleming Companies 1997 - 2000
Skills
New Business Development, Sales, Account Management, Leadership, Business Development, Selling, CRM, Sales Operations, Sales Management, Marketing, Customer Service, Marketing Strategy, Management, Team Building, Retail, Cold Calling, Marketing Communications, Process Improvement, B2B, Strategic Planning, Human Resources, Insurance, Business Planning, Training, Direct Sales, Sales Process, Time Management, Coaching, Public Speaking, Sales Presentations, Negotiation, Customer Satisfaction
Education
Lipscomb University 1986 — 1990
B.S.
John Parlapiano John Parlapiano's Forethought Financial Services Experience March 1993 - September 2005
Job Vice President of Sales East Division at Batesville Casket Company
Industry Financial Services
Experience
Batesville Casket Company March 2013 - Present
State Farm September 2005 - April 2014
Forethought Financial Services March 1993 - September 2005
USX Corporation March 1990 - March 1993
Skills
Project Management, Insurance, Sales, Leadership, Life Insurance, Investments, 401k Rollovers, Property & Casualty..., Health Insurance, Building Relationships, Banking, Mortgage Lending, Marketing, Consulting, Small Business, Risk Management, Financial Services, Customer Service, Team Building, Term Life Insurance, Mutual Funds, Disability Insurance, Strategic Planning
Education
University of Northern Colorado 1983 — 1988
BS, Finance
Pueblo South High School 1979 — 1983
Diploma, College Prepatory
Batesville Casket Company March 2013 - Present
State Farm September 2005 - April 2014
Forethought Financial Services March 1993 - September 2005
USX Corporation March 1990 - March 1993
Skills
Project Management, Insurance, Sales, Leadership, Life Insurance, Investments, 401k Rollovers, Property & Casualty..., Health Insurance, Building Relationships, Banking, Mortgage Lending, Marketing, Consulting, Small Business, Risk Management, Financial Services, Customer Service, Team Building, Term Life Insurance, Mutual Funds, Disability Insurance, Strategic Planning
Education
University of Northern Colorado 1983 — 1988
BS, Finance
Pueblo South High School 1979 — 1983
Diploma, College Prepatory
Rusty Spencer, CPC's Forethought Financial Services Experience January 2007 - April 2009
Job Preneed Insurance, Funeral Supply Sales & Promotional Products
Industry Insurance
Experience
EOL Solutions, LLC July 2011 - Present
Aurora Essentials by Rob-Win Press April 2009 - Present
Edgecombe Casket Company April 2009 - January 2012
Forethought Financial Services January 2007 - April 2009
Assurant March 2001 - December 2006
Thacker-Spencer Casket September 1995 - March 2001
Spencer Casket Company, Inc January 1991 - August 1995
Simmons-Baker Realty January 1988 - December 1991
Skills
Insurance, Sales, Business Planning, Business, Small Business, Sales Management, Public Speaking, Team Building, Marketing Strategy, Strategic Planning, Customer Service, Marketing, Event Planning, Account Management, Leadership, Business Strategy, Selling, Training, Management, Coaching, Forecasting, Budgets, Program Management, Team Leadership, Process Improvement, Negotiation, Sales Operations, Public Relations, Contract Negotiation, Operations Management, Vendor Management, Business Development, Market Planning, Project Planning, Product Development, B2B, Inventory Management, Competitive Analysis, Leadership Development, Marketing Communications, Business Analysis, Advertising, Life Insurance, Direct Sales, Strategy, Project Management, CRM, Sales Presentations, Sales Process, Cold Calling
Education
Virginia Commonwealth University 1984 — 1987
BS, Business Administration & Management
Bridgewater College 1983 — 1984
Benedictine High School 1979 — 1983
EOL Solutions, LLC July 2011 - Present
Aurora Essentials by Rob-Win Press April 2009 - Present
Edgecombe Casket Company April 2009 - January 2012
Forethought Financial Services January 2007 - April 2009
Assurant March 2001 - December 2006
Thacker-Spencer Casket September 1995 - March 2001
Spencer Casket Company, Inc January 1991 - August 1995
Simmons-Baker Realty January 1988 - December 1991
Skills
Insurance, Sales, Business Planning, Business, Small Business, Sales Management, Public Speaking, Team Building, Marketing Strategy, Strategic Planning, Customer Service, Marketing, Event Planning, Account Management, Leadership, Business Strategy, Selling, Training, Management, Coaching, Forecasting, Budgets, Program Management, Team Leadership, Process Improvement, Negotiation, Sales Operations, Public Relations, Contract Negotiation, Operations Management, Vendor Management, Business Development, Market Planning, Project Planning, Product Development, B2B, Inventory Management, Competitive Analysis, Leadership Development, Marketing Communications, Business Analysis, Advertising, Life Insurance, Direct Sales, Strategy, Project Management, CRM, Sales Presentations, Sales Process, Cold Calling
Education
Virginia Commonwealth University 1984 — 1987
BS, Business Administration & Management
Bridgewater College 1983 — 1984
Benedictine High School 1979 — 1983
Kerry Halloran Kerry Halloran's Forethought Financial Services Experience January 2005 - 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
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
Glenn Cannon Glenn Cannon's Forethought Financial Services Experience May 1997 - May 1999
Job Regional Sales Manager at Applied Systems
Industry Information Technology and Services
Experience
Applied Systems April 2013 - Present
ADP Dealer Services September 2003 - April 2013
Universal Underwriters Group 1999 - 2002
Forethought Financial Services May 1997 - May 1999
TransUnion 1993 - 1999
NCO Group 1993 - 1998
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce.com, Sales Logix, Team Building, CRM, Sales, Marketing, Team Management, Sales Process, Customer Retention, Sales Management, Negotiation, Training, Selling, Solution Selling, Recruiting, Account Management, Direct Sales, New Business Development, Sales Operations
Education
The Ohio State University 1986 — 1991
BA, Psychology
Berea High School 1983 — 1986
Bachelor's degree, Psychology
Applied Systems April 2013 - Present
ADP Dealer Services September 2003 - April 2013
Universal Underwriters Group 1999 - 2002
Forethought Financial Services May 1997 - May 1999
TransUnion 1993 - 1999
NCO Group 1993 - 1998
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce.com, Sales Logix, Team Building, CRM, Sales, Marketing, Team Management, Sales Process, Customer Retention, Sales Management, Negotiation, Training, Selling, Solution Selling, Recruiting, Account Management, Direct Sales, New Business Development, Sales Operations
Education
The Ohio State University 1986 — 1991
BA, Psychology
Berea High School 1983 — 1986
Bachelor's degree, Psychology
Scott Zumbach Scott Zumbach's Forethought Financial Services Experience 1995 - 2007
Job Homesteaders
Industry Financial Services
Experience
Homesteaders Life Company May 2012 - Present
Batesville Casket Company April 2008 - May 2012
Forethought Financial Services 1995 - 2007
Forethought 1995 - 2005
Skills
Selling, Sales, Leadership, Sales Management, New Business Development, Account Management, Team Building, Marketing, Marketing Strategy, Strategic Planning, Customer Service, Insurance, Sales Operations, Cold Calling, Sales Presentations, Direct Sales, Marketing Communications, Management, Coaching, Process Improvement
Education
Appalachian State University 1979 — 1983
Homesteaders Life Company May 2012 - Present
Batesville Casket Company April 2008 - May 2012
Forethought Financial Services 1995 - 2007
Forethought 1995 - 2005
Skills
Selling, Sales, Leadership, Sales Management, New Business Development, Account Management, Team Building, Marketing, Marketing Strategy, Strategic Planning, Customer Service, Insurance, Sales Operations, Cold Calling, Sales Presentations, Direct Sales, Marketing Communications, Management, Coaching, Process Improvement
Education
Appalachian State University 1979 — 1983
Coleen Ellis's Forethought Financial Services Experience 1990 - 2002
Job Founder of Two Hearts Pet Loss Center
Industry Consumer Services
Experience
Two Hearts Pet Loss Center April 2009 - Present
Pet Loss Professionals Alliance 2009 - Present
Core Clarity 2013 - 2013
Compassionate Veterinary Care 2011 - 2012
Pet Angel Memorial Center April 2004 - March 2009
Forethought Fin. Svcs. 1990 - 2002
Forethought Financial Services 1990 - 2002
Skills
Small Business
Education
Association of Death Education & Counsel 2009 — 2009
Certified in Thanatology, Thanatology - Study of Grief
Fort Hays State University 1983 — 1987
BBA, Marketing
Pawnee Heights High School 1979 — 1983
Two Hearts Pet Loss Center April 2009 - Present
Pet Loss Professionals Alliance 2009 - Present
Core Clarity 2013 - 2013
Compassionate Veterinary Care 2011 - 2012
Pet Angel Memorial Center April 2004 - March 2009
Forethought Fin. Svcs. 1990 - 2002
Forethought Financial Services 1990 - 2002
Skills
Small Business
Education
Association of Death Education & Counsel 2009 — 2009
Certified in Thanatology, Thanatology - Study of Grief
Fort Hays State University 1983 — 1987
BBA, Marketing
Pawnee Heights High School 1979 — 1983
Brad Voss's Forethought Financial Services Experience June 2000 - May 2002
Job Financial Analyst at HillRom
Industry Medical Devices
Experience
Hill-Rom May 2015 - Present
Milan United Methodist Church Trustees January 2008 - Present
Hill-Rom January 2010 - May 2015
Citi January 2008 - December 2009
Forethought Financial Services, Inc. January 2005 - December 2007
Forethought Financial Services, Inc. June 2002 - June 2005
Forethought Financial Services June 2000 - May 2002
Skills
Budgets, Data Analysis, Financial Analysis, Forecasting, Cognos, Cross-functional Team..., Customer Service, Sales, JD Edwards, Teamwork, Marketing, Problem Solving, Pricing, Great People Skills, Marketing Communications, Promotions, PowerPoint, Microsoft Excel, Competitive Analysis, Business Strategy, Insurance, Team-oriented, Analytics, Customer Analytics, Business Intelligence, Customer Presentations, Spreadsheets, Pivot Tables, Cognos 8, Sales Support, Microsoft Office, Pricing Analysis, Pricing Strategy, Lotus Notes, Team Oriented, Contract Review, Troubleshooting, Data Mining, Editing, Business Metrics, Sales Metrics, Financial Metrics, Coaching, Variance Analysis, Training, Sales Presentations, General Ledger, Journal Entries, Financial Planning, Hyperion
Education
Northern Kentucky University 2002 — 2004
MBA, Business Administration
Butler University - College of Business Administration 1996 — 2000
Bachelor of Science, Marketing
Hill-Rom May 2015 - Present
Milan United Methodist Church Trustees January 2008 - Present
Hill-Rom January 2010 - May 2015
Citi January 2008 - December 2009
Forethought Financial Services, Inc. January 2005 - December 2007
Forethought Financial Services, Inc. June 2002 - June 2005
Forethought Financial Services June 2000 - May 2002
Skills
Budgets, Data Analysis, Financial Analysis, Forecasting, Cognos, Cross-functional Team..., Customer Service, Sales, JD Edwards, Teamwork, Marketing, Problem Solving, Pricing, Great People Skills, Marketing Communications, Promotions, PowerPoint, Microsoft Excel, Competitive Analysis, Business Strategy, Insurance, Team-oriented, Analytics, Customer Analytics, Business Intelligence, Customer Presentations, Spreadsheets, Pivot Tables, Cognos 8, Sales Support, Microsoft Office, Pricing Analysis, Pricing Strategy, Lotus Notes, Team Oriented, Contract Review, Troubleshooting, Data Mining, Editing, Business Metrics, Sales Metrics, Financial Metrics, Coaching, Variance Analysis, Training, Sales Presentations, General Ledger, Journal Entries, Financial Planning, Hyperion
Education
Northern Kentucky University 2002 — 2004
MBA, Business Administration
Butler University - College of Business Administration 1996 — 2000
Bachelor of Science, Marketing
Alex Siefert's Forethought Financial Services Experience July 2011 - December 2012
Job Trust Operations Team Lead at ClearPoint Federal Bank & Trust
Industry Financial Services
Experience
ClearPoint Federal Bank & Trust July 2015 - Present
ClearPoint Federal Bank & Trust January 2013 - Present
Forethought Financial Services July 2011 - December 2012
Hill-Rom June 2010 - August 2010
Franklin College February 2010 - May 2010
Skills
Social Media, Management, Microsoft Excel, Leadership, Microsoft Office, Access, Time Management, Data Analysis, Customer Service, Teamwork
Education
Franklin College, Franklin 2007 — 2011
Bachelor of Arts Degree, Applied Mathematics
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
Batesville High School
ClearPoint Federal Bank & Trust July 2015 - Present
ClearPoint Federal Bank & Trust January 2013 - Present
Forethought Financial Services July 2011 - December 2012
Hill-Rom June 2010 - August 2010
Franklin College February 2010 - May 2010
Skills
Social Media, Management, Microsoft Excel, Leadership, Microsoft Office, Access, Time Management, Data Analysis, Customer Service, Teamwork
Education
Franklin College, Franklin 2007 — 2011
Bachelor of Arts Degree, Applied Mathematics
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
Batesville High School
Rhonda Gowan's Forethought Financial Services Experience November 2007 - September 2008
Job Financial Consulting and Insurance
Industry Financial Services
Experience
RG & ASSOCIATES January 2005 - Present
MAINSOURCE INSURANCE/ISM, LLC May 2009 - October 2010
FORETHOUGHT FINANCIAL SERVICES November 2007 - September 2008
PRUDENTIAL FINANCIAL September 1991 - December 2004
Skills
Life Insurance, Fixed..., Sales, Retirement Planning, Life Insurance, Strategic Financial..., Small Business, Securities, Property & Casualty..., Insurance, Investments, Portfolio Management, Term Life Insurance, 401k, Financial Planning, Long-term Care, Team Building, Strategic Planning, Process Improvement, Financial Advisory
Education
Ball State University 1981 — 1983
Business Administration and Management, General
BHS 1978 — 1981
Highschool Diploma, Business/Commerce, General
RG & ASSOCIATES January 2005 - Present
MAINSOURCE INSURANCE/ISM, LLC May 2009 - October 2010
FORETHOUGHT FINANCIAL SERVICES November 2007 - September 2008
PRUDENTIAL FINANCIAL September 1991 - December 2004
Skills
Life Insurance, Fixed..., Sales, Retirement Planning, Life Insurance, Strategic Financial..., Small Business, Securities, Property & Casualty..., Insurance, Investments, Portfolio Management, Term Life Insurance, 401k, Financial Planning, Long-term Care, Team Building, Strategic Planning, Process Improvement, Financial Advisory
Education
Ball State University 1981 — 1983
Business Administration and Management, General
BHS 1978 — 1981
Highschool Diploma, Business/Commerce, General
Sandy Gerster Sandy Gerster's Forethought Financial Services Experience November 2006 - September 2008
Job HR, Change Management, Culture and Development at Toyota, N.A.
Industry Professional Training & Coaching
Experience
Toyota July 2013 - Present
Dow AgroSciences 2010 - July 2013
Forethought Financial Services November 2006 - September 2008
Indiana Secretary of State February 2005 - October 2006
Indiana Secretary of State May 2004 - January 2005
Skills
Training, Employee Benefits, Project Management, Management, Budgets, Human Resources, Program Management, Strategic Planning
Education
Franklin College 2000 — 2004
Bachelor of Arts, BA, American Studies, Minor -Political Science/English
Toyota July 2013 - Present
Dow AgroSciences 2010 - July 2013
Forethought Financial Services November 2006 - September 2008
Indiana Secretary of State February 2005 - October 2006
Indiana Secretary of State May 2004 - January 2005
Skills
Training, Employee Benefits, Project Management, Management, Budgets, Human Resources, Program Management, Strategic Planning
Education
Franklin College 2000 — 2004
Bachelor of Arts, BA, American Studies, Minor -Political Science/English
Shelly McCosh Shelly McCosh's Forethought Financial Services Experience July 2006 - December 2011
Job Southeast Regional Sales Director
Industry Financial Services
Experience
Aurora Casket Company January 2012 - Present
Forethought Financial Services July 2006 - December 2011
Assurant January 1992 - July 2006
United Family Life/ Fortis 1991 - 2006
Skills
B2B, Competitive Analysis, Strategic Analysis, Insurance, Strategic Planning, Process Improvement, Team Building, New Business Development, Customer Relations, Sales Management, Operations Management, Product Development, Marketing Strategy, Budgeting, Account Management, Business Planning, Customer Service, Business Development, Training, Recruiting, Marketing, Budgets, Business Strategy, Management, Sales Operations, Sales, Strategy, Analysis, Project Planning
Education
Lake Erie College 1987 — 1989
MBA, Management
Bowling Green State University 1977 — 1981
BAC, Interpersonal & Public Communications
Aurora Casket Company January 2012 - Present
Forethought Financial Services July 2006 - December 2011
Assurant January 1992 - July 2006
United Family Life/ Fortis 1991 - 2006
Skills
B2B, Competitive Analysis, Strategic Analysis, Insurance, Strategic Planning, Process Improvement, Team Building, New Business Development, Customer Relations, Sales Management, Operations Management, Product Development, Marketing Strategy, Budgeting, Account Management, Business Planning, Customer Service, Business Development, Training, Recruiting, Marketing, Budgets, Business Strategy, Management, Sales Operations, Sales, Strategy, Analysis, Project Planning
Education
Lake Erie College 1987 — 1989
MBA, Management
Bowling Green State University 1977 — 1981
BAC, Interpersonal & Public Communications
Donna Nobbe Donna Nobbe's Forethought Financial Services Experience January 1999 - January 2006
Job IS Director at Ascension Information Services (AIS)
Industry Hospital & Health Care
Experience
Ascension Information Services (AIS) IS DirectorAscension Information Services
State of Indiana October 2013 - April 2015
Indiana Health Information Technology 2010 - January 2015
MARGARET MARY COMMUNITY HOSPITAL January 2007 - October 2013
Forethought Financial Services January 1999 - January 2006
Batesville Casket Company 1998 - 1999
Fidelity Investments 1995 - 1998
Hill-Rom Company, Inc. 1984 - 1995
Skills
Healthcare Information..., Business Intelligence, Healthcare, Vendor Management, Change Management, Process Redesign, Training, Leadership, Strategic Planning, Management, Strategy, EMR, Process Improvement, Hospitals, Project Management
Education
University of Cincinnati
Executive Development Program
Indiana Wesleyan University
Bachelor of Science, Business Management
Ascension Information Services (AIS) IS DirectorAscension Information Services
State of Indiana October 2013 - April 2015
Indiana Health Information Technology 2010 - January 2015
MARGARET MARY COMMUNITY HOSPITAL January 2007 - October 2013
Forethought Financial Services January 1999 - January 2006
Batesville Casket Company 1998 - 1999
Fidelity Investments 1995 - 1998
Hill-Rom Company, Inc. 1984 - 1995
Skills
Healthcare Information..., Business Intelligence, Healthcare, Vendor Management, Change Management, Process Redesign, Training, Leadership, Strategic Planning, Management, Strategy, EMR, Process Improvement, Hospitals, Project Management
Education
University of Cincinnati
Executive Development Program
Indiana Wesleyan University
Bachelor of Science, Business Management
Beth-Ann Carpenter's Forethought Financial Services Experience 1996 - 2006
Job Director of Sales Development
Industry Insurance
Experience
Funeral Director Life Insurance Company September 2011 - Present
Astrazeneca July 2006 - September 2008
Forethought Financial Services 1996 - 2006
Pitney Bowes Copier Division 1994 - 1996
Skills
Sales Management, Marketing Strategy, Account Management, Strategic Planning, Sales, New Business Development, Team Building, B2B, Selling, Public Speaking, Customer Service, Management, Direct Sales, Marketing, Cold Calling, Coaching, Sales Process, Sales Operations, Training, Business Development, Insurance, Sales Presentations, Small Business, Customer Retention, Strategy, Business Planning, Competitive Analysis, Cross-functional Team..., Salesforce.com, CRM, Negotiation, Team Leadership, Marketing Communications, Contract Negotiation, Recruiting
Education
Texas A&M University 1989 — 1992
BS, Psychology
Funeral Director Life Insurance Company September 2011 - Present
Astrazeneca July 2006 - September 2008
Forethought Financial Services 1996 - 2006
Pitney Bowes Copier Division 1994 - 1996
Skills
Sales Management, Marketing Strategy, Account Management, Strategic Planning, Sales, New Business Development, Team Building, B2B, Selling, Public Speaking, Customer Service, Management, Direct Sales, Marketing, Cold Calling, Coaching, Sales Process, Sales Operations, Training, Business Development, Insurance, Sales Presentations, Small Business, Customer Retention, Strategy, Business Planning, Competitive Analysis, Cross-functional Team..., Salesforce.com, CRM, Negotiation, Team Leadership, Marketing Communications, Contract Negotiation, Recruiting
Education
Texas A&M University 1989 — 1992
BS, Psychology
Ashlyn Walker-Miller, MBA Ashlyn Walker-Miller, MBA's Forethought Financial Services Experience January 2008 - May 2009
Job Staff Accountant
Industry Accounting
Experience
Downtown Indy March 2015 - June 2015
Constellation November 2011 - December 2014
Brightpoint July 2010 - April 2011
Indiana Career Connect May 2009 - July 2010
Forethought Financial Services January 2008 - May 2009
Recruting Firms June 2006 - November 2007
Skills
Accounts Receivable, Excel, Accounts Payable, Customer Service, General Ledger, Microsoft Office, Outlook, Word, PowerPoint, Administration, Documentation, Customer Relations, Problem Solving, Process Improvement, Accounting, Financial Analysis, Public Speaking, Teaching, Account Management, Reconciliation, Account Reconciliation, SQL, Planning, Team Leadership, Inventory Management, JD Edwards, Journal Entries, Cash, Reconciliations, Due Diligence, Financial Accounting, Billing, Cash Management, Balance, Variance Analysis, Time Management, Teamwork, Microsoft Excel, Microsoft Word, Financial Reporting, Great Plains Software, Invoicing, Sarbanes-Oxley
Education
Ashford University 2008 — 2009
MBA, MBA
California State Polytechnic University-Pomona 1996 — 1999
B.S., Business Administration
Downtown Indy March 2015 - June 2015
Constellation November 2011 - December 2014
Brightpoint July 2010 - April 2011
Indiana Career Connect May 2009 - July 2010
Forethought Financial Services January 2008 - May 2009
Recruting Firms June 2006 - November 2007
Skills
Accounts Receivable, Excel, Accounts Payable, Customer Service, General Ledger, Microsoft Office, Outlook, Word, PowerPoint, Administration, Documentation, Customer Relations, Problem Solving, Process Improvement, Accounting, Financial Analysis, Public Speaking, Teaching, Account Management, Reconciliation, Account Reconciliation, SQL, Planning, Team Leadership, Inventory Management, JD Edwards, Journal Entries, Cash, Reconciliations, Due Diligence, Financial Accounting, Billing, Cash Management, Balance, Variance Analysis, Time Management, Teamwork, Microsoft Excel, Microsoft Word, Financial Reporting, Great Plains Software, Invoicing, Sarbanes-Oxley
Education
Ashford University 2008 — 2009
MBA, MBA
California State Polytechnic University-Pomona 1996 — 1999
B.S., Business Administration
Sean Townsley's Forethought Financial Services Experience 2004 - 2008
Job Manager, Customer Value at Batesville Casket Company
Industry Marketing and Advertising
Experience
Batesville Casket Company January 2013 - Present
Batesville Casket Company June 2011 - January 2013
Hill-Rom 2008 - 2011
Forethought Financial Services 2004 - 2008
Health Alliance 2001 - 2004
American Red Cross 1997 - 2001
Skills
Marketing Communications, Marketing Strategy, Public Relations, Internal Communications, Strategic Planning, Marketing, Copywriting, Media Relations, Corporate Communications, Cross-functional Team..., Advertising, Press Releases, Email Marketing, Editing, Event Planning, Account Management, Leadership, Strategic Communications, Product Marketing, Integrated Marketing, Brand Management, Market Planning, B2B, Direct Marketing, Marketing Management, Online Marketing, Brand Development, Trade Shows, Marketing Research, Newsletters, Product Launch, Direct Mail, Digital Marketing, Program Management, Event Management, Market Research, Project Planning
Education
Indiana Wesleyan University 2010 — 2012
Master of Business Administration (MBA), Management
Northern Kentucky University 1994 — 1997
Bachelor of Arts, Journalism
Batesville Casket Company January 2013 - Present
Batesville Casket Company June 2011 - January 2013
Hill-Rom 2008 - 2011
Forethought Financial Services 2004 - 2008
Health Alliance 2001 - 2004
American Red Cross 1997 - 2001
Skills
Marketing Communications, Marketing Strategy, Public Relations, Internal Communications, Strategic Planning, Marketing, Copywriting, Media Relations, Corporate Communications, Cross-functional Team..., Advertising, Press Releases, Email Marketing, Editing, Event Planning, Account Management, Leadership, Strategic Communications, Product Marketing, Integrated Marketing, Brand Management, Market Planning, B2B, Direct Marketing, Marketing Management, Online Marketing, Brand Development, Trade Shows, Marketing Research, Newsletters, Product Launch, Direct Mail, Digital Marketing, Program Management, Event Management, Market Research, Project Planning
Education
Indiana Wesleyan University 2010 — 2012
Master of Business Administration (MBA), Management
Northern Kentucky University 1994 — 1997
Bachelor of Arts, Journalism
Shawn Amburgey's Forethought Financial Services Experience January 2008 - June 2008
Job Auto and Home Insurance Agent in Indiana
Industry Insurance
Experience
MetLife Auto&Home July 2013 - Present
Indiana Farm Bureau Insurance 2009 - July 2013
United Healthcare 2008 - 2009
Forethought Financial Services January 2008 - June 2008
TD Ameritrade February 2007 - December 2007
Skills
Team Building, Investments, Strategic Financial..., Fixed Annuities, Strategic Planning, Life Insurance, Sales, Employee Benefits, Sales Management, Health Insurance, Process Improvement, Customer Service, Business Analysis, New Business Development, Account Management, Auto Insurance, Commercial Insurance, Insurance Planning, Home Insurance, Financial Planning
Education
Indiana University Kokomo 1989 — 1996
Business Administration, Business, Economics
MetLife Auto&Home July 2013 - Present
Indiana Farm Bureau Insurance 2009 - July 2013
United Healthcare 2008 - 2009
Forethought Financial Services January 2008 - June 2008
TD Ameritrade February 2007 - December 2007
Skills
Team Building, Investments, Strategic Financial..., Fixed Annuities, Strategic Planning, Life Insurance, Sales, Employee Benefits, Sales Management, Health Insurance, Process Improvement, Customer Service, Business Analysis, New Business Development, Account Management, Auto Insurance, Commercial Insurance, Insurance Planning, Home Insurance, Financial Planning
Education
Indiana University Kokomo 1989 — 1996
Business Administration, Business, Economics
Jenny Laker Jenny Laker's Forethought Financial Services Experience 2008 - 2009
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
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
Deborah Wessling's Forethought Financial Services Experience 1987 - 2008
Job Regional Director at Batesville Casket Company
Industry Consumer Goods
Experience
Batesville Casket Company March 2012 - Present
Precoa (formerly Lincoln Heritage Funeral Planning) November 2008 - March 2012
Lincoln Heritage 2008 - March 2012
Forethought Financial Services 1987 - 2008
Hillenbrand Industries 1987 - 2008
Skills
Sales Management, Strategic Planning, Insurance, Sales, Marketing, Team Building, New Business Development, Marketing Strategy
Education
Ball State University - College of Business 1981 — 1985
BS, Marketing & Sales
Batesville Casket Company March 2012 - Present
Precoa (formerly Lincoln Heritage Funeral Planning) November 2008 - March 2012
Lincoln Heritage 2008 - March 2012
Forethought Financial Services 1987 - 2008
Hillenbrand Industries 1987 - 2008
Skills
Sales Management, Strategic Planning, Insurance, Sales, Marketing, Team Building, New Business Development, Marketing Strategy
Education
Ball State University - College of Business 1981 — 1985
BS, Marketing & Sales
Kathy Shell's Forethought Financial Services Experience June 2003 - December 2005
Job HR Services Manager at Batesville Casket Company
Industry Consumer Goods
Experience
Batesville Casket Company December 2012 - Present
Batesville Casket Company October 2008 - January 2013
Batesville Casket Company September 2006 - October 2008
Forethought Financial Services June 2003 - December 2005
Pfizer Pharmaceutical Company January 1999 - December 2002
Ford Motor Company June 1993 - January 1999
Indiana Department of Labor October 1989 - August 1993
Skills
SDLC, Business Analysis, Vendor Management, Data Warehousing, Business Intelligence, ERP, SharePoint, Project Planning, Project Management, Project Management Tools, JD Edwards, Remedy AR System, Cognos, Integration, Software Project..., Oracle, MS Project, Databases, Software Development, Change Management, Visio, PMP, Management, Business Process..., Business Process
Education
Villanova University 2003 — 2003
Certificate in Project Management, Project Management, n/a
Indiana University Bloomington 1991 — 1993
MBA, MIS and HR
Purdue University 1985 — 1989
BSIM, Industrial mgmt and quantitative methods
Batesville Casket Company December 2012 - Present
Batesville Casket Company October 2008 - January 2013
Batesville Casket Company September 2006 - October 2008
Forethought Financial Services June 2003 - December 2005
Pfizer Pharmaceutical Company January 1999 - December 2002
Ford Motor Company June 1993 - January 1999
Indiana Department of Labor October 1989 - August 1993
Skills
SDLC, Business Analysis, Vendor Management, Data Warehousing, Business Intelligence, ERP, SharePoint, Project Planning, Project Management, Project Management Tools, JD Edwards, Remedy AR System, Cognos, Integration, Software Project..., Oracle, MS Project, Databases, Software Development, Change Management, Visio, PMP, Management, Business Process..., Business Process
Education
Villanova University 2003 — 2003
Certificate in Project Management, Project Management, n/a
Indiana University Bloomington 1991 — 1993
MBA, MIS and HR
Purdue University 1985 — 1989
BSIM, Industrial mgmt and quantitative methods
Elizabeth Lutes's Forethought Financial Services Experience March 2004 - January 2006
Job Senior Systems Analyst at Nova Technology Solutions, LLC
Industry Publishing
Experience
Retired October 2013 - Present
Nova Technology Solutions, LLC December 2009 - October 2013
Local Insight Media September 2008 - July 2010
The Berry Company 2008 - 2009
The Berry Company / Local Insight Media / Windstream / ALLTEL Publishing 2008 - 2009
LexisNexis January 2006 - September 2008
Forethought Financial Services March 2004 - January 2006
Scripps/DPC dba Exam Room Network February 2003 - February 2005
ProtoCall, a PDI Company December 2000 - February 2003
Business Integration Group, Inc. October 1998 - December 2000
Skills
Integration, Visio, Oracle, Testing, Databases, Program Management, Software Development, Management, Enterprise Software, SDLC, Business Process, Process Improvement
Education
Ohio Northern University 1966 — 1970
BS, Mathematics
Northmont High School 1962 — 1966
Retired October 2013 - Present
Nova Technology Solutions, LLC December 2009 - October 2013
Local Insight Media September 2008 - July 2010
The Berry Company 2008 - 2009
The Berry Company / Local Insight Media / Windstream / ALLTEL Publishing 2008 - 2009
LexisNexis January 2006 - September 2008
Forethought Financial Services March 2004 - January 2006
Scripps/DPC dba Exam Room Network February 2003 - February 2005
ProtoCall, a PDI Company December 2000 - February 2003
Business Integration Group, Inc. October 1998 - December 2000
Skills
Integration, Visio, Oracle, Testing, Databases, Program Management, Software Development, Management, Enterprise Software, SDLC, Business Process, Process Improvement
Education
Ohio Northern University 1966 — 1970
BS, Mathematics
Northmont High School 1962 — 1966
Dietz, Roger's Forethought Financial Services Experience October 2005 - March 2010
Job Deskside Technician at Hillenbrand Inc.
Industry Information Services
Experience
Hillenbrand Inc. May 2010 - Present
Forethought Financial Services October 2005 - March 2010
IBM July 2003 - June 2005
Hillenbrand Industries December 1987 - July 2003
Skills
Active Directory, Troubleshooting, Technical Support, Windows, Software Installation, Computer Hardware, Software Documentation, System Administration, Help Desk Support, Hardware, Laptops, Outlook, Problem Solving, Desktop Support, Administration, Windows Server, Windows XP, Customer Service, Lotus Notes, Servers, Windows 7, Bomgar, Cisco VoIP, Team Building
Education
Ball State University - College of Business 1980 — 1984
BS, Management Information Systems
Hillenbrand Inc. May 2010 - Present
Forethought Financial Services October 2005 - March 2010
IBM July 2003 - June 2005
Hillenbrand Industries December 1987 - July 2003
Skills
Active Directory, Troubleshooting, Technical Support, Windows, Software Installation, Computer Hardware, Software Documentation, System Administration, Help Desk Support, Hardware, Laptops, Outlook, Problem Solving, Desktop Support, Administration, Windows Server, Windows XP, Customer Service, Lotus Notes, Servers, Windows 7, Bomgar, Cisco VoIP, Team Building
Education
Ball State University - College of Business 1980 — 1984
BS, Management Information Systems
Stacie Weberding's Forethought Financial Services Experience January 1999 - June 2003
Job
Industry Consumer Goods
Experience
Batesville Casket Company March 2008 - Present
Forethought Financial Services, Inc December 2004 - March 2008
Forethought Financial Services, Inc June 2003 - December 2004
Forethought Financial Services January 1999 - June 2003
Forethought Financial Services October 1998 - November 1999
Forethought Financial Services January 1995 - February 1998
Skills
Sales Management, Process Improvement, Team Building, Customer Service, Customer Retention, Coaching, Team Leadership, Marketing, Negotiation, Training, Public Speaking, B2B, Sales Operations, Business Strategy, Sales Presentations, Management, Sales Process, Lead Generation, Selling, Advertising, Call Centers, Competitive Analysis, Direct Sales, Leadership, CRM, Forecasting, Business Planning, Strategy, Sales
Education
Indiana Wesleyan University 2002 — 2006
BSM
Batesville Casket Company March 2008 - Present
Forethought Financial Services, Inc December 2004 - March 2008
Forethought Financial Services, Inc June 2003 - December 2004
Forethought Financial Services January 1999 - June 2003
Forethought Financial Services October 1998 - November 1999
Forethought Financial Services January 1995 - February 1998
Skills
Sales Management, Process Improvement, Team Building, Customer Service, Customer Retention, Coaching, Team Leadership, Marketing, Negotiation, Training, Public Speaking, B2B, Sales Operations, Business Strategy, Sales Presentations, Management, Sales Process, Lead Generation, Selling, Advertising, Call Centers, Competitive Analysis, Direct Sales, Leadership, CRM, Forecasting, Business Planning, Strategy, Sales
Education
Indiana Wesleyan University 2002 — 2006
BSM
David Vice's Forethought Financial Services Experience December 2006 - March 2012
Job Cardiopulmonary Tech at UK Hospital
Industry Hospital & Health Care
Experience
University of Kentucky HealthCare April 2014 - Present
Army National Guard July 2012 - Present
Major Hospital/Major Health Partners September 2013 - April 2014
Woodforest National Bank July 2012 - April 2014
Dellavalle Management, Inc February 2011 - July 2012
Forethought Financial Services December 2006 - March 2012
National Agents Alliance Corporate August 2010 - February 2011
Skills
Life Insurance, Annuity Sales, Account Management, Management, Army, Banking, Property Management, Insurance, Sales, Customer Service, Fixed Annuities, Marketing, Financial Services
Education
Indiana University-Purdue University at Indianapolis 2005 — 2006
Education
Cincinnati Christian University 2004 — 2005
Education
Nort Decatur High School 2000 — 2004
Academic Honors
University of Kentucky HealthCare April 2014 - Present
Army National Guard July 2012 - Present
Major Hospital/Major Health Partners September 2013 - April 2014
Woodforest National Bank July 2012 - April 2014
Dellavalle Management, Inc February 2011 - July 2012
Forethought Financial Services December 2006 - March 2012
National Agents Alliance Corporate August 2010 - February 2011
Skills
Life Insurance, Annuity Sales, Account Management, Management, Army, Banking, Property Management, Insurance, Sales, Customer Service, Fixed Annuities, Marketing, Financial Services
Education
Indiana University-Purdue University at Indianapolis 2005 — 2006
Education
Cincinnati Christian University 2004 — 2005
Education
Nort Decatur High School 2000 — 2004
Academic Honors
Tim Margeson's Forethought Financial Services Experience April 1990 - October 1999
Job Human Resource Director at Johnstone Supply
Industry Human Resources
Experience
Retired May 2013 - Present
Johnstone Supply February 2010 - Present
Portion Pac October 1999 - May 2008
H. J. Heinz - Portion Pac 1999 - 2008
Forethought Financial Services April 1990 - October 1999
St. Paul Fire and Marine Insurance Company December 1986 - March 1990
Skills
Employee Relations, Performance Management, Succession Planning, Recruiting, Employee Benefits, Human Resources, HRIS, Deferred Compensation, Personnel Management, Benefits Administration, Change Management, Coaching, HR Policies, Hiring, Leadership, Management, Onboarding, Organizational Design, Organizational..., Payroll, Sourcing, Strategy, Talent Management, Training
Education
University of Cincinnati 1971 — 1979
BS, Personnel Administration
University of Cincinnati 1971 — 1979
Bachelor of Science (B.S.), Personnel Administration
Retired May 2013 - Present
Johnstone Supply February 2010 - Present
Portion Pac October 1999 - May 2008
H. J. Heinz - Portion Pac 1999 - 2008
Forethought Financial Services April 1990 - October 1999
St. Paul Fire and Marine Insurance Company December 1986 - March 1990
Skills
Employee Relations, Performance Management, Succession Planning, Recruiting, Employee Benefits, Human Resources, HRIS, Deferred Compensation, Personnel Management, Benefits Administration, Change Management, Coaching, HR Policies, Hiring, Leadership, Management, Onboarding, Organizational Design, Organizational..., Payroll, Sourcing, Strategy, Talent Management, Training
Education
University of Cincinnati 1971 — 1979
BS, Personnel Administration
University of Cincinnati 1971 — 1979
Bachelor of Science (B.S.), Personnel Administration
Ashlee Theising's Forethought Financial Services Experience July 2008 - September 2010
Job Vice President, Trust Operations at ClearPoint Federal Bank & Trust
Industry Banking
Experience
ClearPoint Federal Bank & Trust September 2014 - Present
ClearPoint Federal Bank & Trust January 2014 - September 2014
Forethought Financial Services, Inc. August 2010 - December 2013
Forethought Financial Services July 2008 - September 2010
Forethought Financial Services January 2006 - July 2008
Rotary Lift November 2004 - December 2005
FCN Bank, NA April 2004 - May 2005
Skills
SOX, Auditing, Audit, Customer Service, Excel, Word, PowerPoint, Microsoft Office, Analysis, Business Analysis, Problem Solving, Compliance, Outlook, Process Improvement, Operations Management, Insurance, Team Leadership, Financial Analysis, Microsoft Excel, Project Management, Organizational Vision, Management, Financial Services, Account Management, Strategic Planning
Education
Northern Kentucky University 2009 — 2010
Certificate, Business Informatics
Cannon Trust School 2006 — 2007
Certificate, Personal Trust I and II
Hanover College 2002 — 2005
B.A., Economics
ClearPoint Federal Bank & Trust September 2014 - Present
ClearPoint Federal Bank & Trust January 2014 - September 2014
Forethought Financial Services, Inc. August 2010 - December 2013
Forethought Financial Services July 2008 - September 2010
Forethought Financial Services January 2006 - July 2008
Rotary Lift November 2004 - December 2005
FCN Bank, NA April 2004 - May 2005
Skills
SOX, Auditing, Audit, Customer Service, Excel, Word, PowerPoint, Microsoft Office, Analysis, Business Analysis, Problem Solving, Compliance, Outlook, Process Improvement, Operations Management, Insurance, Team Leadership, Financial Analysis, Microsoft Excel, Project Management, Organizational Vision, Management, Financial Services, Account Management, Strategic Planning
Education
Northern Kentucky University 2009 — 2010
Certificate, Business Informatics
Cannon Trust School 2006 — 2007
Certificate, Personal Trust I and II
Hanover College 2002 — 2005
B.A., Economics
Betsy Hawkins's Forethought Financial Services Experience February 2008 - November 2010
Job Regional Marketing Manager East and West at ADESA
Industry Insurance
Experience
ADESA June 2015 - Present
ADESA, Inc. November 2010 - Present
Forethought Financial Services February 2008 - November 2010
Conseco November 2006 - September 2007
Conseco May 2005 - November 2006
Conseco August 2002 - May 2005
Conseco October 2001 - August 2002
Conseco October 1998 - October 2001
American Funds February 1997 - October 1998
Stuart Anderson's Cattle Company July 1991 - February 1997
Skills
Marketing, New Business Development, Training, Direct Marketing, B2B, Event Planning, Marketing Communications, Project Management, Marketing Strategy, Budgets, Advertising, Public Relations, Lead Generation, SDLC, Management, Cross-functional Team..., Insurance, Team Building, Sales Process, Sales, Strategic Planning, Account Management, Editing, Email Marketing, Customer Satisfaction, Sales Operations, Social Media Marketing, Sales Management, Automotive, Trade Shows, Profit, Customer Retention
Education
Indiana University-Purdue University at Indianapolis 1985 — 1988
Bachelor of Science, Business Marketing
Indiana University Bloomington 1982 — 1985
Certificate of Business Studies, Business
Indiana University Bloomington
ADESA June 2015 - Present
ADESA, Inc. November 2010 - Present
Forethought Financial Services February 2008 - November 2010
Conseco November 2006 - September 2007
Conseco May 2005 - November 2006
Conseco August 2002 - May 2005
Conseco October 2001 - August 2002
Conseco October 1998 - October 2001
American Funds February 1997 - October 1998
Stuart Anderson's Cattle Company July 1991 - February 1997
Skills
Marketing, New Business Development, Training, Direct Marketing, B2B, Event Planning, Marketing Communications, Project Management, Marketing Strategy, Budgets, Advertising, Public Relations, Lead Generation, SDLC, Management, Cross-functional Team..., Insurance, Team Building, Sales Process, Sales, Strategic Planning, Account Management, Editing, Email Marketing, Customer Satisfaction, Sales Operations, Social Media Marketing, Sales Management, Automotive, Trade Shows, Profit, Customer Retention
Education
Indiana University-Purdue University at Indianapolis 1985 — 1988
Bachelor of Science, Business Marketing
Indiana University Bloomington 1982 — 1985
Certificate of Business Studies, Business
Indiana University Bloomington
Steve Feliciano's Forethought Financial Services Experience V.P Sales West - ForethoughtTrue North Trust1993 - Present
Job V.P. Sales West Division at Forethought Financial Services
Industry Financial Services
Experience
Forethought Financial Services V.P Sales West - ForethoughtTrue North Trust1993 - Present
Forethought Financial Services 1993 - 2008
Education
California State University-Sacramento 1984 — 1988
Forethought Financial Services V.P Sales West - ForethoughtTrue North Trust1993 - Present
Forethought Financial Services 1993 - 2008
Education
California State University-Sacramento 1984 — 1988
Christy Honnert's Forethought Financial Services Experience January 2000 - January 2011
Job IS Manager at Margaret Mary Health
Industry Hospital & Health Care
Experience
Margaret Mary Community Hospital January 2011 - Present
Forethought Financial Services January 2000 - January 2011
Skills
Data Warehousing, Business Intelligence, Business Analysis, Cognos, DB2, Database Design, Enterprise Architecture, Microsoft SQL Server, Process Improvement, Project Management, SDLC, SQL, Teamwork, Visio
Education
Purdue University - Krannert School of Management 1995 — 1999
East Central High School 1992 — 1995
Margaret Mary Community Hospital January 2011 - Present
Forethought Financial Services January 2000 - January 2011
Skills
Data Warehousing, Business Intelligence, Business Analysis, Cognos, DB2, Database Design, Enterprise Architecture, Microsoft SQL Server, Process Improvement, Project Management, SDLC, SQL, Teamwork, Visio
Education
Purdue University - Krannert School of Management 1995 — 1999
East Central High School 1992 — 1995
Price Raborn's Forethought Financial Services Experience 2007 - 2008
Job Sales & Account Management | Natural Gas Derivatives Broker
Industry Oil & Energy
Experience
OTC Global Holdings 2010 - Present
OTC Global Holdings LP 2008 - 2010
Forethought Financial Services 2007 - 2008
Skills
Natural Gas, Derivatives, Energy, Options, Trading, Risk Management, Energy Industry, Financial Analysis, Energy Markets, Commodity Markets, Consultative Approach, Strategy Development, Strategy Execution, Transaction Management, Deal Execution, Research, Analysis, Client Needs Fulfillment, Account Management, Sales Development, Business Development, Client Support, Oil & Gas Industry..., Client Requirements..., Marketing, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Public Speaking, Presentations, Prospecting, Lead Generation, Lead Qualification, Natural Gas Transactions, Standard Specifications, Non-Standard..., Open Position Monitoring, Working Order Execution, Managing Price Exposure, Trade Idea Generation, Consultative Selling, Solutions Selling, Price Discovery, Trading Requirements, Risk Mitigation, Risk Assessment, Sales, Business Development..., Marketing Strategies
Education
Birmingham-Southern College 2003 — 2007
OTC Global Holdings 2010 - Present
OTC Global Holdings LP 2008 - 2010
Forethought Financial Services 2007 - 2008
Skills
Natural Gas, Derivatives, Energy, Options, Trading, Risk Management, Energy Industry, Financial Analysis, Energy Markets, Commodity Markets, Consultative Approach, Strategy Development, Strategy Execution, Transaction Management, Deal Execution, Research, Analysis, Client Needs Fulfillment, Account Management, Sales Development, Business Development, Client Support, Oil & Gas Industry..., Client Requirements..., Marketing, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Public Speaking, Presentations, Prospecting, Lead Generation, Lead Qualification, Natural Gas Transactions, Standard Specifications, Non-Standard..., Open Position Monitoring, Working Order Execution, Managing Price Exposure, Trade Idea Generation, Consultative Selling, Solutions Selling, Price Discovery, Trading Requirements, Risk Mitigation, Risk Assessment, Sales, Business Development..., Marketing Strategies
Education
Birmingham-Southern College 2003 — 2007
Florence Giesey's Forethought Financial Services Experience October 2006 - September 2007
Job Financial Services Professional
Industry Financial Services
Experience
Forethought Financial Services October 2006 - September 2007
Forethought Financial Services January 2005 - October 2006
Forethought Financial Services January 2003 - January 2005
Forethought Financial Services November 2001 - January 2003
Forethought Financial Services February 2000 - November 2001
Forethought Financial Services January 1999 - February 2000
Forethought Financial Services November 1996 - January 1999
Skills
Strategy, Analysis
Education
Indiana University - Kelley School of Business 1979 — 1983
Forethought Financial Services October 2006 - September 2007
Forethought Financial Services January 2005 - October 2006
Forethought Financial Services January 2003 - January 2005
Forethought Financial Services November 2001 - January 2003
Forethought Financial Services February 2000 - November 2001
Forethought Financial Services January 1999 - February 2000
Forethought Financial Services November 1996 - January 1999
Skills
Strategy, Analysis
Education
Indiana University - Kelley School of Business 1979 — 1983
Shelia Merkel's Forethought Financial Services Experience August 2006 - September 2010
Job Director, Annuity Operations at Forethought Finacial Group
Industry Financial Services
Experience
Forethought Financial Services, Inc. June 2010 - Present
Forethought Financial Services August 2006 - September 2010
Skills
Fixed Annuities, Life Insurance, Long-term Care, Customer Service, Operations Management, Strategic Planning, Licensed Life & Health..., Entrepreneurship, Insurance, Series 6, Vendor Management, Process Improvement, CRM, Account Management, Start-ups, Series 7, Retirement Planning, Series 63, Financial Services
Education
California State University-Long Beach
B.S, Marketing
Forethought Financial Services, Inc. June 2010 - Present
Forethought Financial Services August 2006 - September 2010
Skills
Fixed Annuities, Life Insurance, Long-term Care, Customer Service, Operations Management, Strategic Planning, Licensed Life & Health..., Entrepreneurship, Insurance, Series 6, Vendor Management, Process Improvement, CRM, Account Management, Start-ups, Series 7, Retirement Planning, Series 63, Financial Services
Education
California State University-Long Beach
B.S, Marketing
Melissa Williamson's Forethought Financial Services Experience January 1989 - February 2002
Job Executive Assistant at Hillenbrand, Inc.
Industry Consumer Goods
Experience
Hillenbrand, Inc. February 2002 - Present
Forethought Financial Services January 1989 - February 2002
Skills
Team Building, Strategic Planning, Microsoft Excel, Customer Service, Process Improvement, Teamwork, Executive Support, Positive Can-do Attitude, Employee Relations, Marketing, Human Resources, Forecasting
Education
Indiana Wesleyan University
Associates, Business
Hillenbrand, Inc. February 2002 - Present
Forethought Financial Services January 1989 - February 2002
Skills
Team Building, Strategic Planning, Microsoft Excel, Customer Service, Process Improvement, Teamwork, Executive Support, Positive Can-do Attitude, Employee Relations, Marketing, Human Resources, Forecasting
Education
Indiana Wesleyan University
Associates, Business
Kelly Waugh's Forethought Financial Services Experience July 1998 - May 2006
Job Accutech Systems Corporation
Industry Banking
Experience
Accutech Systems Corporation November 2013 - Present
MainSource Bank June 2006 - October 2013
FORETHOUGHT FINANCIAL SERVICES July 1998 - May 2006
United Bank January 1994 - June 1998
PENDLETON COUNTY SCHOOLS March 1989 - January 1994
Skills
Process Analysis and..., Efficiency Improvement, Investments, Portfolio Management, Process Improvement, Mutual Funds, Mergers, Operations Management, Coaching, Financial Analysis, Risk Management, Banking, Account Reconciliation, Wealth Management, Business Planning, Business Strategy, Securities, Performance Improvement, Policy
Education
Indiana Wesleyan University 1999 — 2002
Masters, Business Administration
Cannon Financial Institute 1999 — 2001
Securities Operations
INSTITUTE OF CERTIFIED BANKERS 1999 — 2001
Securities Operations
WEST VIRGINIA INSTITUTE OF TECHNOLOGY 1982 — 1986
BS, Accounting
Accutech Systems Corporation November 2013 - Present
MainSource Bank June 2006 - October 2013
FORETHOUGHT FINANCIAL SERVICES July 1998 - May 2006
United Bank January 1994 - June 1998
PENDLETON COUNTY SCHOOLS March 1989 - January 1994
Skills
Process Analysis and..., Efficiency Improvement, Investments, Portfolio Management, Process Improvement, Mutual Funds, Mergers, Operations Management, Coaching, Financial Analysis, Risk Management, Banking, Account Reconciliation, Wealth Management, Business Planning, Business Strategy, Securities, Performance Improvement, Policy
Education
Indiana Wesleyan University 1999 — 2002
Masters, Business Administration
Cannon Financial Institute 1999 — 2001
Securities Operations
INSTITUTE OF CERTIFIED BANKERS 1999 — 2001
Securities Operations
WEST VIRGINIA INSTITUTE OF TECHNOLOGY 1982 — 1986
BS, Accounting
Craig Schulte's Forethought Financial Services Experience 2006 - October 2011
Job .NET / Java Web Developer
Industry Computer Software
Experience
Keller Schroeder October 2011 - Present
Forethought Financial Services 2006 - October 2011
Skills
Microsoft SQL Server, SQL, XML, SOA, JavaScript
Education
Indiana University Kokomo 2004 — 2008
Bachelor of Science, Computer Information Systems
Keller Schroeder October 2011 - Present
Forethought Financial Services 2006 - October 2011
Skills
Microsoft SQL Server, SQL, XML, SOA, JavaScript
Education
Indiana University Kokomo 2004 — 2008
Bachelor of Science, Computer Information Systems
Elaine Greer's Forethought Financial Services Experience January 1997 - April 2003
Job Assistant Vice President, Compliance and Chief Compliance Officer at Unity Financial Life Insurance Company
Industry Insurance
Experience
Unity Financial Life Insurance Company March 2013 - Present
Unity Financial Life Insurance Company May 2010 - Present
LOMA Society of Ohio 2007 - August 2010
Western & Southern Financial Group March 2005 - April 2010
Forethought Financial Services January 1997 - April 2003
Manhattan National Life Insurance Company February 1990 - December 1996
Skills
Risk Management, Insurance, Life Insurance, Fixed Annuities, Securities, Team Building
Education
Bowling Green State University 1981 — 1982
Unity Financial Life Insurance Company March 2013 - Present
Unity Financial Life Insurance Company May 2010 - Present
LOMA Society of Ohio 2007 - August 2010
Western & Southern Financial Group March 2005 - April 2010
Forethought Financial Services January 1997 - April 2003
Manhattan National Life Insurance Company February 1990 - December 1996
Skills
Risk Management, Insurance, Life Insurance, Fixed Annuities, Securities, Team Building
Education
Bowling Green State University 1981 — 1982
Dan Wisley's Forethought Financial Services Experience April 2001 - November 2007
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
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
Amy Ashcraft's Forethought Financial Services Experience January 2006 - September 2007
Job Marketing Leader at R3 Safety
Industry Wholesale
Experience
R3 Safety November 2012 - Present
OKI Bering October 2007 - November 2012
Forethought Financial Services January 2006 - September 2007
OKI Bering 2000 - 2005
Skills
Adobe Creative Suite, Microsoft Office, Internal Communications, Editing, Event Planning, HTML, Trade Shows, Pre-press, Process Improvement, Press Releases, Graphic Design, Production Planning, Packaging, Marketing Strategy, Social Media Marketing, Marketing Communications, Email Marketing, Direct Mail, Creative Direction
Education
Art Academy of Cincinnati 1991 — 1995
BFA, Graphic Design
Cincinnati State
Supplemental Courses, Marketing & Advertising
R3 Safety November 2012 - Present
OKI Bering October 2007 - November 2012
Forethought Financial Services January 2006 - September 2007
OKI Bering 2000 - 2005
Skills
Adobe Creative Suite, Microsoft Office, Internal Communications, Editing, Event Planning, HTML, Trade Shows, Pre-press, Process Improvement, Press Releases, Graphic Design, Production Planning, Packaging, Marketing Strategy, Social Media Marketing, Marketing Communications, Email Marketing, Direct Mail, Creative Direction
Education
Art Academy of Cincinnati 1991 — 1995
BFA, Graphic Design
Cincinnati State
Supplemental Courses, Marketing & Advertising
Jackie Wilhelm's Forethought Financial Services Experience May 1990 - May 2003
Job Senior Search Consultant at Global Recruiters of Batesville
Industry Individual & Family Services
Experience
GRN Batesville Senior Search ConsultantGlobal Recruiters of BatesvilleAugust 2006 - Present
MainSource Financial Group May 2003 - August 2006
Forethought Financial Services May 1990 - May 2003
Education
Indiana State University 1980 — 1983
B.A.
GRN Batesville Senior Search ConsultantGlobal Recruiters of BatesvilleAugust 2006 - Present
MainSource Financial Group May 2003 - August 2006
Forethought Financial Services May 1990 - May 2003
Education
Indiana State University 1980 — 1983
B.A.
Gary Bonnie's Forethought Financial Services Experience 1998 - 2001
Job Entrepreneur & Business Owner
Industry Wine and Spirits
Experience
GarVino's 2005 - Present
Hill-Rom Home Care 2001 - 2004
Forethought Financial Services 1998 - 2001
Hillenbrand Industries 1994 - 1999
Skills
Strategic Planning, Process Improvement, Cross-functional Team..., Marketing, Team Building, Marketing Communications, Strategy, Entrepreneurship, Marketing Strategy, Product Development, Competitive Analysis, Sales Management, Selling
Education
University of Phoenix
BS, Business Administration
GarVino's 2005 - Present
Hill-Rom Home Care 2001 - 2004
Forethought Financial Services 1998 - 2001
Hillenbrand Industries 1994 - 1999
Skills
Strategic Planning, Process Improvement, Cross-functional Team..., Marketing, Team Building, Marketing Communications, Strategy, Entrepreneurship, Marketing Strategy, Product Development, Competitive Analysis, Sales Management, Selling
Education
University of Phoenix
BS, Business Administration
Steve Carew's Forethought Financial Services Experience May 1994 - July 2001
Job Senior Associate Actuary at Blue Cross Blue Shield of Alabama
Industry Insurance
Experience
Blue Cross Blue Shield of Alabama February 2013 - Present
Blue Cross of Idaho December 2001 - February 2013
Forethought Financial Services May 1994 - July 2001
Delta Faucet Company November 1993 - May 1994
American United Life Insurance Company July 1989 - May 1993
Education
Indiana Wesleyan University 1997 — 1999
Master of Business Administration (MBA)
Miami University 1987 — 1989
Master of Science (M.S.), Statistics
Franklin College 1983 — 1987
Bachelor of Arts (BA), Mathematics
Blue Cross Blue Shield of Alabama February 2013 - Present
Blue Cross of Idaho December 2001 - February 2013
Forethought Financial Services May 1994 - July 2001
Delta Faucet Company November 1993 - May 1994
American United Life Insurance Company July 1989 - May 1993
Education
Indiana Wesleyan University 1997 — 1999
Master of Business Administration (MBA)
Miami University 1987 — 1989
Master of Science (M.S.), Statistics
Franklin College 1983 — 1987
Bachelor of Arts (BA), Mathematics
Ken Bohrer's Forethought Financial Services Experience June 1990 - Present
Job SVP, Finance at Forethought Financial Services
Industry Insurance
Experience
Forethought Financial Services June 1990 - Present
Education
University of Cincinnati College of Business 1985 — 1990
BBA & MBA, Finance
Forethought Financial Services June 1990 - Present
Education
University of Cincinnati College of Business 1985 — 1990
BBA & MBA, Finance
Teigha Blankenbaker's Forethought Financial Services Experience January 2007 - February 2011
Job President Blankenbaker Corporation (stay at home mom)
Industry Insurance
Experience
Forethought Financial Services January 2007 - February 2011
Urban Brands 2001 - 2006
Skills
Outlook, Microsoft Excel, PowerPoint, Insurance
Education
Indiana State University - School of Business 1995 — 2000
Bachelor of Business Administration (B.B.A.)
Forethought Financial Services January 2007 - February 2011
Urban Brands 2001 - 2006
Skills
Outlook, Microsoft Excel, PowerPoint, Insurance
Education
Indiana State University - School of Business 1995 — 2000
Bachelor of Business Administration (B.B.A.)
K. Lowell Short, Jr., CPA's Forethought Financial Services Experience October 2006 - July 2007
Job SVP & Chief Accounting Officer at Federal Home Loan Bank of Indianapolis
Industry Banking
Experience
Federal Home Loan Bank of Indianapolis August 2009 - Present
One America Funds, Inc. November 2007 - July 2009
Forethought Financial Services October 2006 - July 2007
CNO Financial Group January 1997 - October 2006
Conseco Insurance Subsidiaries November 1986 - December 1996
Investors Trust, Inc. March 1984 - November 1986
Coopers & Lybrand June 1979 - March 1984
Skills
Sarbanes-Oxley Act, Finance, Financial Reporting, Internal Controls, Accounting, Leadership, Financial Analysis
Education
Indiana University - Kelley School of Business 1981 — 1988
MBA, Finance
Olivet Nazarene University 1975 — 1979
BS, Accounting
Federal Home Loan Bank of Indianapolis August 2009 - Present
One America Funds, Inc. November 2007 - July 2009
Forethought Financial Services October 2006 - July 2007
CNO Financial Group January 1997 - October 2006
Conseco Insurance Subsidiaries November 1986 - December 1996
Investors Trust, Inc. March 1984 - November 1986
Coopers & Lybrand June 1979 - March 1984
Skills
Sarbanes-Oxley Act, Finance, Financial Reporting, Internal Controls, Accounting, Leadership, Financial Analysis
Education
Indiana University - Kelley School of Business 1981 — 1988
MBA, Finance
Olivet Nazarene University 1975 — 1979
BS, Accounting
Gina Knigga's Forethought Financial Services Experience March 2008 - November 2010
Job COO
Industry Information Technology and Services
Experience
Augustine Consulting Cincinnati March 2011 - Present
Forethought Financial Services March 2008 - November 2010
Hill-Rom 2002 - 2008
Hillenbrand Inc. 2003 - 2005
Hillenbrand Inc. 2001 - 2002
Forethought Financial Services, Inc. 2000 - 2001
Batesville Casket Company 1999 - 2000
Skills
Process Improvement, SDLC, Cross-functional Team..., SharePoint, Vendor Management, IT Strategy, IT Management, Integration, Information Technology, Software Development, Business Process..., Business Analysis, IT Service Management, Visio, Disaster Recovery
Education
Northern Kentucky University 1983 — 1985
B.S., Mathematics
Ball State University 1980 — 1982
Mathematics, Mathematics, Computer Science
Augustine Consulting Cincinnati March 2011 - Present
Forethought Financial Services March 2008 - November 2010
Hill-Rom 2002 - 2008
Hillenbrand Inc. 2003 - 2005
Hillenbrand Inc. 2001 - 2002
Forethought Financial Services, Inc. 2000 - 2001
Batesville Casket Company 1999 - 2000
Skills
Process Improvement, SDLC, Cross-functional Team..., SharePoint, Vendor Management, IT Strategy, IT Management, Integration, Information Technology, Software Development, Business Process..., Business Analysis, IT Service Management, Visio, Disaster Recovery
Education
Northern Kentucky University 1983 — 1985
B.S., Mathematics
Ball State University 1980 — 1982
Mathematics, Mathematics, Computer Science
Natalie Maret's Forethought Financial Services Experience June 1993 - August 2010
Job Trust Administrator at ClearPoint Federal Bank & Trust
Industry Banking
Experience
ClearPoint Federal Bank & Trust January 2014 - Present
Forethought Financial Services, Inc. August 2010 - December 2013
Forethought Financial Services June 1993 - August 2010
Skills
Administration, Customer Relations, Excel, Word, Customer Service, Problem Solving, Operations Management, Microsoft Word, Insurance, Microsoft Excel, Process Improvement, Strategic Planning, Coaching, Sales, Training, Account Management, Banking, Forecasting, Risk Management, Team Building, Management, Marketing Strategy, Personal Trust..., Marketing
Education
Indiana University Bloomington 1984 — 1988
Public Health, Hospital Administration
Immaculate Conception Academy 1980 — 1984
High School
ClearPoint Federal Bank & Trust January 2014 - Present
Forethought Financial Services, Inc. August 2010 - December 2013
Forethought Financial Services June 1993 - August 2010
Skills
Administration, Customer Relations, Excel, Word, Customer Service, Problem Solving, Operations Management, Microsoft Word, Insurance, Microsoft Excel, Process Improvement, Strategic Planning, Coaching, Sales, Training, Account Management, Banking, Forecasting, Risk Management, Team Building, Management, Marketing Strategy, Personal Trust..., Marketing
Education
Indiana University Bloomington 1984 — 1988
Public Health, Hospital Administration
Immaculate Conception Academy 1980 — 1984
High School
Casey Wolfe's Forethought Financial Services Experience 1994 - 2009
Job Regional Vice President of sales at National Guardian Life Insurance Company
Industry Insurance
Experience
National Guardian Life Insurance Company June 2011 - Present
Batesville Casket Company March 2009 - June 2011
Forethought Financial Services 1994 - 2009
Family Service Life 1990 - 1994
Family Service Life 1990 - 1994
Skills
Market Analysis, Marketing Strategy, New Business Development, Account Management, Sales Management, Strategic Planning, Team Building, Marketing, Business Strategy, Leadership Development, Business Development, Small Business, Online Marketing, Sales, Insurance, Customer Service, Sales Operations, Management, Business Planning, B2B, Leadership, Direct Sales, Selling, Coaching, Cross-functional Team..., Training, Sales Presentations
Education
Ithaca College 1976 — 1980
Bachelor of Arts (BA), Politics/History
Cooperstown Central School 1970 — 1976
(High School), Cooperstown Central High Scholl
National Guardian Life Insurance Company June 2011 - Present
Batesville Casket Company March 2009 - June 2011
Forethought Financial Services 1994 - 2009
Family Service Life 1990 - 1994
Family Service Life 1990 - 1994
Skills
Market Analysis, Marketing Strategy, New Business Development, Account Management, Sales Management, Strategic Planning, Team Building, Marketing, Business Strategy, Leadership Development, Business Development, Small Business, Online Marketing, Sales, Insurance, Customer Service, Sales Operations, Management, Business Planning, B2B, Leadership, Direct Sales, Selling, Coaching, Cross-functional Team..., Training, Sales Presentations
Education
Ithaca College 1976 — 1980
Bachelor of Arts (BA), Politics/History
Cooperstown Central School 1970 — 1976
(High School), Cooperstown Central High Scholl
Mark Siefert's Forethought Financial Services Experience May 1998 - October 2011
Job Programmer Consultant at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group March 2014 - Present
NTT Data Corporation August 2012 - March 2014
Keane October 2011 - August 2012
Forethought Financial Services May 1998 - October 2011
Forethought Financial Services, Inc. June 1991 - May 1998
Forethought Financial Services, Inc. May 1988 - June 1991
Batesville Casket Company June 1984 - April 1988
Decatur County Bank May 1983 - June 1984
Skills
COBOL, DB2, JCL, VSAM, SDLC, IBM Mainframe, TSO, Data Warehousing, Requirements Analysis, SQL, Fileaid, CICS, Business Requirements, SPUFI, Mainframe, Business Intelligence
Education
Purdue University 1979 — 1983
BS, Computer Science
Western & Southern Financial Group March 2014 - Present
NTT Data Corporation August 2012 - March 2014
Keane October 2011 - August 2012
Forethought Financial Services May 1998 - October 2011
Forethought Financial Services, Inc. June 1991 - May 1998
Forethought Financial Services, Inc. May 1988 - June 1991
Batesville Casket Company June 1984 - April 1988
Decatur County Bank May 1983 - June 1984
Skills
COBOL, DB2, JCL, VSAM, SDLC, IBM Mainframe, TSO, Data Warehousing, Requirements Analysis, SQL, Fileaid, CICS, Business Requirements, SPUFI, Mainframe, Business Intelligence
Education
Purdue University 1979 — 1983
BS, Computer Science
Shaun Gaffney's Forethought Financial Services Experience December 1986 - June 2006
Job Regional Vice President of Sales at Funeral Directors Life Insurance Company
Industry Financial Services
Experience
Funeral Directors Life Insurance Company October 2006 - Present
FDLIC October 2006 - July 2011
Forethought Financial Services December 1986 - June 2006
Skills
Sales Management, New Business Development, Strategic Planning, Team Building, Insurance
Education
Mount St. Joseph University 1998 — 2000
Bachelors, General Studies Business
Funeral Directors Life Insurance Company October 2006 - Present
FDLIC October 2006 - July 2011
Forethought Financial Services December 1986 - June 2006
Skills
Sales Management, New Business Development, Strategic Planning, Team Building, Insurance
Education
Mount St. Joseph University 1998 — 2000
Bachelors, General Studies Business
Carol Dubrowski's Forethought Financial Services Experience 1998 - 2011
Job Senior Mainframe Engineer at Vantiv
Industry Retail
Experience
Vantiv August 2014 - Present
SmartIT May 2013 - May 2014
S&S HealthCare Strategies [Cinn] March 2012 - November 2012
Forethought Financial Services 1998 - 2011
Cincinnati Bell Information Systems August 1995 - March 1998
International Paper October 1988 - May 1991
Skills
Fileaid, JCL, COBOL, CICS
Education
Auburn University at Montgomery
Bachelors of Science in Business Administration, Information Systems
Vantiv August 2014 - Present
SmartIT May 2013 - May 2014
S&S HealthCare Strategies [Cinn] March 2012 - November 2012
Forethought Financial Services 1998 - 2011
Cincinnati Bell Information Systems August 1995 - March 1998
International Paper October 1988 - May 1991
Skills
Fileaid, JCL, COBOL, CICS
Education
Auburn University at Montgomery
Bachelors of Science in Business Administration, Information Systems