GE Financial
GE Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at GE Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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96 GE Financial employees in database. Find out everything there's to know about GE Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
GE Financial Employees
Capstone Partners Financial and Insurance Services April 2015 - Present
Assurant Employee Benefits September 2013 - April 2015
AIG Benefit Solutions June 2008 - August 2013
Sun Life Financial June 2006 - June 2008
Genworth Financial January 2001 - June 2006
GE Financial January 1995 - January 2001
Skills
Sales Operations, Term Life Insurance, Insurance, Sales Management, Property & Casualty..., Recruiting, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Training, Brokers, Long-term Care, Strategic Planning, Sales, Management, Workers Compensation, Business Strategy, Customer Retention, Human Resources, Underwriting, Voluntary Products
Education
Villanova University 1989 — 1993
BS, Business Administration, Finance
University of California, Irvine
University of California, Irvine
University of California, Irvine
HEALTH CARE SERVICE CORPORATION November 2011 - Present
CNA Insurance April 2010 - April 2011
Genworth Financial May 2004 - April 2010
Genworth Financial 2002 - 2004
GE FINANCIAL 1999 - 2002
GE CAPITAL 1996 - 1999
Independent Contract Developer 1995 - 1996
FARMERS INSURANCE GROUP 1990 - 1995
Skills
Vendor Management, Program Management, SDLC, Leadership, Software Development, Process Improvement, Strategic Planning, Business Intelligence, Strategy, Mergers & Acquisitions, Project Management, Integration, Outsourcing, IT Strategy, Mergers, Insurance, Enterprise Software, Analytics, Business Analysis, Databases, Team Management, Project Planning, Change Management, IT Management, Enterprise Architecture, Consulting, Information Technology, Business Process..., Business Process, Project Portfolio..., PMO, Executive Management
Education
University of Virginia 2003 — 2004
MS
California State Polytechnic University-Pomona 1987 — 1990
BS
New Mexico Military Institute 1985 — 1987
AA
Actavis Pharmacutical June 2015 - Present
Novo Nordisk June 2014 - February 2015
ABB Inc - Power Systems Division April 2013 - November 2013
Bombardier Transportation October 2007 - July 2012
GE Financial September 2004 - March 2006
Skills
Microsoft Office, Contract Management, Administrative..., Lotus Notes, Microsoft Excel, Project Planning, Customer Service, System Administration, Procurement, Outlook, Microsoft Word, Project Management, Time Management, MS Project, Project Coordination, Leadership, Logistics, Teamwork, SharePoint
Education
Humber College 2010 — 2012
Information Technology Project Management
Academy Of Academy Of Learning 1998 — 1999
Computer Business Application, College/University Preparatory and Advanced High School/Secondary Diploma Program
Re:Sources August 2012 - Present
First Republic Bank December 2010 - January 2012
Ameritrust Mortgage Bankers, Inc. December 2008 - December 2010
World Alliance Financial June 2006 - June 2008
Cliffco Mortgage Bankers/Forward Reverse Funding November 2004 - June 2006
Cliffco Mortgage Bankers February 2003 - November 2004
GE Financial April 1997 - February 2003
American Mayflower Life Insurance April 1995 - April 1997
Skills
Management, Policy Analysis, Mortgage Lending, Loans, Credit, Mortgage Banking, Underwriting, Banking, New Business Development, Loan Origination, Access, Real Estate, FHA, Leadership, Reverse Mortgages, Microsoft Excel, Refinance
Education
Keller Graduate School of Management 2010 — 2013
Masters, Business Management/ Project Management
DeVry Institute of Technology 2004 — 2006
B.A, Business Administration and Business Information Systems
Computer Career Center 2003 — 2004
Networking Specialist
Emdeon March 2014 - Present
WellPoint, Inc. 2012 - 2014
Amerigroup Corporation 2009 - 2012
Genworth Financial 2006 - 2009
Genworth Financial 2000 - 2006
GE Financial 1999 - 2000
GE Capital 1998 - 1999
Fifth Third Bank 1996 - 1998
Bank One 1991 - 1995
Skills
Leadership, Talent Management, Change Management, Succession Planning, Strategy, Organizational..., Human Resources, Process Improvement, Management, Talent Acquisition, Training, Performance Management, Strategic Planning, Onboarding, Program Management, Team Building
Education
University of Maryland College Park
Bachelor of Science, Business Management
University of Virginia
Concentrated studies in Advanced Leadership and Advanced Strategy
WrapManager, Inc July 2014 - Present
Wells Fargo Advisors, LLC January 2008 - July 2014
A. G. Edwards and Sons, Inc. March 2006 - January 2008
Charles Schwab Trust Company / DM Stone January 2006 - March 2006
Alta Bates Summit Foundation January 2005 - January 2006
Berkeley Tennis Club June 2004 - January 2005
GE Financial December 2003 - June 2004
Charles Schwab September 1997 - January 2002
ASB Financial Services December 1994 - September 1995
Lehman Brothers and Smith Barney November 1989 - December 1994
Skills
FINRA, Series 3, Series 7, Series 8, Series 9, Series 10, Series 63, Series 65, Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory..., Wrap Accounts, Stocks, Bonds, Options, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities
Education
University of California, Santa Cruz 1985 — 1989
Bachelor of Arts (BA), Economics (Business Management)
Accenture July 2015 - Present
Navigant April 2014 - July 2015
Somerset CPAs, P.C. October 2010 - April 2014
GE Healthcare October 2009 - November 2010
GE Healthcare March 2008 - October 2009
GE Healthcare January 2003 - March 2008
GE Financial/Genworth Financial 2000 - 2003
GE Financial 1998 - 2000
Skills
Lean Healthcare, Organizational Change, Cross-functional Team..., Strategic Planning, Coaching, Sales Management, Six Sigma, Black Belt, Healthcare, Business Process..., Process Improvement, Management Consulting, Operational Excellence, Team Building, Performance Improvement, Change Management, Mentoring, Leadership Development, Business Strategy, Team Leadership, Change Leadership, Organizational..., Financial Analysis, Leadership, Program Management, Consulting, Executive Management, Management, Training, Strategy, Sales, Business Development, Healthcare Consulting, Project Management, Hospitals
Education
University of Notre Dame 2012 — 2014
Executive MBA, Business Administration, Management and Operations
California State University-Long Beach 1981 — 1985
Bachelor of Arts, Psychology
MacDuffie School 1979 — 1981
High School Diploma, College Prep
GLH&C Financial Services August 2011 - Present
Callens Financial Group January 2004 - November 2011
Ameritas Investment Corp 2003 - September 2011
GE Financial June 1989 - November 2003
Skills
Retirement, Strategic Financial..., Wealth Management, Retirement Planning, Disability Insurance, 401k, Finance, IRAs, Financial Advisory, Life Insurance, Financial Services, Small Business, 401k Rollovers, Employee Benefits, Investment Management, Fixed Annuities, Long-term Care, Mutual Funds, Insurance
Education
University of California, Davis 2002 — 2005
Certificate - Personal Financial Planning
Bellarmine College Preparatory 1966 — 1970
CORT Trade Show & Event Furnishings a Berkshire Hathaway Company September 2012 - Present
CORT 2012 - 2015
ACSIA June 2008 - December 2010
Genworth Financial January 2007 - June 2008
Genworth Financial December 2004 - October 2007
Genworth Financial (Formerly GE Financial) 2000 - 2004
GE Financial 1998 - 2000
GE Financial 1996 - 1998
Endicott & Colby 1993 - 1995
Skills
Long Term Care Insurance, Sales Management, Coaching, Mentoring, Motivating, Team Building, Marketing Strategy, Goal Achievement, Public Speaking, Selling, Recruiting, Sales, Leadership, Training, Entrepreneurship, Sales Operations, Direct Marketing, Strategic Partnerships, Long-term Care, Customer Service, Insurance, Marketing, New Business Development, Networking, Direct Sales, Account Management, Salesforce.com, Sales Process, Sales Presentations, Customer Retention, Lead Generation, Customer Satisfaction, Business Development, Management, Strategic Planning, B2B, Executive Management, Trade Shows
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Marketing and Public Relations
Peabody, Massachusetts Veterans Memorial High School
AXA Advisors LLC September 2007 - Present
RSM McGladrey Inc. 2005 - 2007
GE Financial 2003 - 2005
Marsh & McLennan Companies, Inc. 2001 - 2002
Aetna International 1999 - 2001
Morgan Stanley 1996 - 1999
Chase Manhattan Corporation 1994 - 1996
Bank of America 1992 - 1994
Continental Bank N.A. (Bank of America) 1976 - 1992
Skills
Estate Planning..., Retirement Planning..., Financial Planning, Business Succession...
Education
Loyola University Chicago 1969 — 1973
BS, Chemistry
MBA-The University of Chicago - Booth School of Business
MBA, International Business & Finance
Retired enjoying helping others February 2014 - Present
Daybreak Ministries August 2003 - Present
Daybreak Ministries August 2003 - December 2013
GE Financial March 1989 - November 2002
Self September 1976 - March 1988
Skills
Preaching, Pastoral Care, Theology, Discipleship, Biblical Studies, Pastoral Counseling, Spiritual Direction, Missions, Gospel, Youth Ministry, Church Events, Pastoral, Apologetics
Education
Corning Community College 1968 — 1970
Business Admin (42 hours), 3.23 GPA
Greenville Humane Society December 2007 - Present
GE Financial 1998 - 2004
SunTrust Bank 1992 - 1998
Washington and Lee University 1988 - 1990
Bank of America 1984 - 1987
Bank of America 1983 - 1984
Education
Randolph College
Bachelor's Degree, Political Science
Genworth Financial May 2004 - Present
GE Financial August 2000 - May 2004
Value America Inc. July 1999 - August 2000
Coors Brewing Company June 1996 - July 1999
Kaiser Aluminum January 1987 - June 1996
Skills
Data Modeling, Business Objects, Data Migration, ETL, Data Warehousing, Database Design, Business Intelligence, PL/SQL, Informatica, Data Integration, Databases, Database Security, Vendor Management, Linux, Microsoft SQL Server, Information Security..., Enterprise Architecture, SAP R/3, Team Leadership, Oracle RAC, Data Governance, Six Sigma, ITIL Certified, Disaster Recovery, Visio, SQL, Oracle, Performance Tuning, Unix Shell Scripting, IT Strategy, Systems Analysis, SQL Tuning, Data Warehouse..., Solution Architecture, Integration, Business Process, Business Requirements, Dimensional Modeling, Replication, RMAN, ERP, Analytics, Master Data Management, Requirements Gathering, Database Administration, SSIS, Requirements Analysis, IT Management, Software Project..., SDLC
Education
Virginia Commonwealth University - School of Business 2010 — 2011
MS, Executive Master in Information Systems
Gannon University 1990 — 1992
MBA
Weber State University 1981 — 1985
BS, Computer science
Studio66 LLC December 2011 - Present
American InterContinental University January 2003 - Present
Capella University September 2001 - Present
Citicorp Diners Club June 2002 - March 2004
Citicorp Diners Club June 2002 - March 2004
GE FINANCIAL January 2001 - January 2002
CARDEAN UNIVERSITY January 2001 - January 2002
issuer of the Discover Card located January 1999 - January 2001
CUSTOMER DEVELOPMENT CORPORATION January 1997 - January 1998
FRANKEL & COMPANY January 1996 - January 1997
Skills
Marketing
Education
DePaul University
Master of Business Administration, Marketing
UNIVERSITY OF ILLINOIS AT
Bachelor of Science, Marketing
University of Illinois at Chicago
GE June 2012 - Present
Markel Corporation February 2009 - June 2012
Genworth Financial February 2004 - February 2009
GE Capital - GE Financial March 2003 - January 2005
GE Financial January 2003 - February 2004
GE Capital - GE Financial September 2001 - January 2003
Minerals Technologies 1999 - 2001
Minerals Technologies 1998 - 1999
Minerals Technologies 1996 - 1998
Skills
PMP, Black Belt, Six Sigma, Change Management, Project Management, Globalization, Outsourcing, Business Strategy, Process Improvement, Cross-functional Team..., ERP, Program Management, Vendor Management, Leadership, IT Strategy, IT Management, Team Leadership, SDLC, Software Development, Risk Management, Business Process, Analysis, Enterprise Architecture, Management, Business Analysis, Business Process..., Budgets, Strategy, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MS-MBA, EMTM, Technical MBA - Management of Technology
Lafayette College 1992 — 1996
BS, Psychology with Honors Thesis (Biology concentration)
Corish & Co., Inc. Event Director for Tampa Bay Woman of the YearWCF2010 - 2013
Genworth Financial June 2003 - July 2008
GE Financial July 1998 - June 2003
Phoenix Mutual/Phoenix Home Life July 1990 - June 1998
Skills
Commercial Insurance, Insurance, Risk Management, Healthcare, Employee Benefits, Six Sigma, Professional Liability, Inland Marine, Excess, Boat, Umbrella, Group Health, Auto Liability, D&O, General Liability, Surety Bonds, Autos, Supplemental Insurance, Cafeteria Plans, HRAs, Flexible Spending..., Open Enrollment, Benefits Communication, Workers Compensation, Health Insurance, Brokers, Disability Insurance, Group Benefits, Term Life Insurance, Property & Casualty..., Liability Analysis, Sales, Maintaining Strong..., Selling, Leadership, Underwriting, Legal Liability
Education
University of Georgia - Terry College of Business 1986 — 1990
Risk Management & Insurance, Insurance
Levels of Discovery, LLC September 2013 - Present
Certus Advisory Partners, LLC 2008 - Present
Haake Companies June 2004 - January 2013
GE Financial May 2002 - June 2004
Skills
Insurance, Marketing, Strategic Planning, Marketing Strategy, Public Speaking, Sales, New Business Development, Account Management, Commercial Insurance, Team Building, Workers Compensation, Management, Strategy, Business Development, Risk Management, Mergers & Acquisitions
Education
Boston College 1998 — 2002
BS, Marketing
Rockhurst High School 1994 — 1998
Holistic Private Wealth May 2010 - Present
Holistic Wealth Advisors May 2010 - Present
Cetera Investment Advisers September 2002 - Present
Cetera Financial Specialists January 2004 - Present
GE Financial December 1997 - January 2004
Life of Virginia March 1994 - December 1997
Skills
Investments, Estate Planning, Securities, Asset Allocation, Financial Planners, Wealth, Insurance, Financial Advisory, Employee Benefits, Retirement Planning, Tax, Wealth Accumulation, Series 7, Wealth Management, Mutual Funds, Succession Planning, Exit Strategies, Business Planning, Social Security Planning, Retirement Income..., Retirement, Financial Services, Finance, Investment Advisory, Financial Planning
Education
Towson University 1991 — 1994
BS, Marketing and Sports Management
Primrose School of Midlothian Village January 2003 - Present
Genworth Financial May 2000 - March 2003
GE Financial 2000 - 2003
Skills
Marketing Strategy, Marketing Communications, Small Business, Strategic Planning, Social Media, Direct Mail, Public Speaking, Social Media Marketing, Leadership Development, Public Relations, Online Advertising, Direct Marketing, Media Relations, Change Management, Advertising, Entrepreneurship
Education
Rhode Island College 1978 — 1983
B.A., Psychology & History
Rhode Island College 1978 — 1983
Bachelor's degree, Psychology and History
R.M. Beasley and Associates, Inc. April 2002 - Present
GE Financial July 2001 - April 2002
MetLife August 1993 - July 2001
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Life Insurance, Benefits Administration, Critical Illness, Term Life Insurance, Long-term Care, Workers Compensation, Accident, Investments, Obamacare/Affordable..., Healthcare Consulting, Annual Benefits Review, Benefits Communication, Employee Enrollment..., Employee Purchase..., Executive Benefits, Buy-sell Agreements, Key Person Insurance, Business Continuation, Executive Bonus..., Non-Qualified Deferred..., HSAs, HRAs, FSAs, Business Insurance, Commercial Insurance, Property & Casualty..., Business Interruption..., Business Overhead..., Dental Insurance, Vision Insurance, Identity Theft Shield, Legal Plans, Short-term Medical..., Critical Illness/Cancer..., Hospital Gap Insurance, Accident Insurance, Medicare Supplement..., Travel Insurance, Final Expense Insurance, Whole Life Insurance, Universal Life Insurance, Annuities, Medicare Part D..., Health Savings Accounts, Fixed Annuities, Retirement Planning, Medicare, Whole Life
Education
Carnegie Mellon University - Tepper School of Business 1966 — 1970
BS, Business Administration & Management Science
Principal Financial Group 2011 - Present
Ericsson 2010 - June 2011
ADT Security Services 2009 - 2010
Vaco July 2008 - December 2008
Hudson Highland Group March 2003 - February 2008
Honeywell 2001 - 2003
GE Financial 2000 - 2001
Onsite Companies 1995 - 2000
Skills
Account Management, Budgets, Business Development, Building Relationships, Cold Calling, Consulting, Contract Recruitment, Cross-functional Team..., Customer Satisfaction, Customer Service, Direct Sales, Employee Benefits, Engineering, Executive Search, Human Resources, Insurance, Internet Recruiting, Interviews, Leadership, Lead Generation, Marketing, Management, Negotiation, Performance Management, New Business Development, Process Improvement, Program Management, Sales, Sales Management, Selling, Team Building, Team Leadership
Education
Miami University 1991 — 1995
B.S., Business
Kemper Corporation September 2011 - Present
J. Sargeant Reynolds Community College January 2010 - Present
Healthcare Talent Group January 2008 - Present
Envision Partners, LLC April 2008 - August 2011
The M3 Group January 2008 - August 2011
Bank of America March 2004 - March 2008
Genworth Financial 1998 - 2004
GE Financial February 2003 - October 2003
GE Financial - LifeMarkets November 2001 - December 2002
Airbus 1992 - 1995
Skills
Business Management, Product Management, Business Strategy, Identifying New..., M&A experience, Corporate Development, Sales Metrics, Sales Management, Business Process Design, Operations Management, Project Planning, P&L Management, Corporate Finance, Commercial Banking, Investment Banking, Retail Banking, Profit & Loss Management, Business Analysis, Performance Assessment, Balanced Scorecard, Market Research, Consumer Insights, Market Insights, Six Sigma, Black Belt, Lean Initiatives, Teaching, Cross-functional Team..., Mergers, Process Engineering, Strategic Planning, Acquisition Integration, Financial Analysis, Change Leadership, Strategy Development, Process Improvement, Management Consulting, Executive Management, Strategy, Change Management, Mergers & Acquisitions, Finance, Business Planning, Training, Consulting, Management, Sales, Analysis, Competitive Analysis, Business Process...
Education
The George Washington University - School of Business 1989 — 1991
M.B.A., Finance, International Business
William & Mary 1983 — 1987
B.S., Psychology, Biology
Godwin High School
Emdeon March 2015 - Present
Genworth Financial April 2013 - March 2015
Genworth Financial 2010 - 2013
Genworth Financial 2006 - 2010
Genworth Financial 2006 - 2010
Genworth Financial 2006 - 2010
Genworth Financial 2003 - 2006
GE Financial 1998 - 2003
USNavy 1988 - 1998
Skills
Insurance, Leadership, Management, Executive Management, Operations Management, Business Strategy, Business Process..., Six Sigma, Medicare, Lean Transformation, Customer Service, Long Term Care Insurance, Acquisition Integration, Operations, Financial Services, Risk Management, Strategic Financial..., Long-term Care, Strategy, New Business Development, Program Management, Underwriting, Life Insurance
Education
University of Virginia - Darden Graduate School of Business Administration
The Executive Program
The United States Naval Postgraduate School 1993 — 1994
M.S.
Duke University 1984 — 1988
A.B.
Certified Senior Solutions Specialist, Inc 2012 - Present
Crosby Solutions, Inc DBA Long Term Care Solutions June 2003 - November 2012
LTCGlobal dba ACSIA November 2010 - June 2012
Genworth Financial 2004 - 2010
Southland Log Homes 2003 - 2004
GE Financial 1998 - 2003
Amex Life and GE Capital Assurance 1992 - 1998
Skills
Long-term Care, Sales Management, Sales, Insurance, Fixed Annuities, Long Term Care Insurance, Underwriting, Retirement, Medicare, Training New Agents on..., Motivational Speaking, Question Based Selling..., Agents, Whole Life, Training, Term Life Insurance, Wealth, Universal Life, Asset Protection, Investments, Retirement Planning, Estate Planning, Selling, Small Business, Brokers, Indexed Annuities, Variable Annuities, Critical Illness, Roth IRA, 401k
Education
University of South Carolina-Columbia 1968 — 1973
Bachelor's degree, BS
Wingate University 1964 — 1966
FEI Systems January 2013 - Present
SCLogic December 2011 - December 2012
ICF International - onsite at the Social Security Administration Headquarters October 2007 - September 2011
Apptis - onsite at the Social Security Administration Headquarters August 2004 - October 2007
Constellation Energy October 2003 - July 2004
Apex Systems - on-site at Capital One April 2003 - September 2003
GE Financial June 2002 - March 2003
Capital One August 2000 - February 2002
Circuit City Headquarters December 1999 - August 2000
Skills
Microsoft SQL Server, Windows, Network Administration, Troubleshooting, Windows Server, Active Directory, VPN, Databases, Project Management, Networking, Technical Support, Process Improvement, Hardware, Servers, IIS, XP, Visio, Oracle, SharePoint, Testing, Software Installation, Training, Software Development, Help Desk Support, Microsoft Exchange, Business Process, System Deployment, Cross-functional Team..., SDLC, Windows 7, IT Management, Management, Quality Assurance, Requirements Analysis, SQL, Vendor Management
Education
James Madison University 1995 — 1999
Bachelors of Science, Health Science
Mary Washington College 1994 — 1995
Transferred
Worldwide Insurance Network, Inc. January 2012 - Present
Lincoln Financial Group September 2003 - March 2012
GE Financial April 1990 - April 2003
New York Life Insurance Company April 1981 - March 1990
Skills
Annuities, Insurance, Estate Planning, Investments, Employee Benefits
Education
Barton College 1963 — 1968
BS, Physical Education and Biology
Genworth Financial January 2013 - Present
Genworth Financial June 2003 - January 2013
GE Financial October 1997 - June 2003
Colonial Penn Insurance Company June 1991 - October 1997
Colonial Penn Insurance Company May 1989 - June 1991
Computer Renaissance November 1988 - May 1989
WYSP-Infinity Broadcasting July 1988 - November 1988
USA Training Academy April 1988 - July 1988
WILQ/WLYC-Pennsylvania Radio August 1986 - April 1988
Skills
Insurance, Underwriting, Sales, Process Improvement, Securities, Training, Direct Marketing, Risk Management, Financial Services, Marketing, Six Sigma, Customer Service, Life Insurance, Employee Benefits, Product Development
Education
Susquehanna University 1982 — 1986
B.A., Communications
N/A 2012 - Present
Contractor - Wells Fargo Home Mortgage November 2011 - October 2012
Genworth Mortgage Insurance 1986 - 2011
Genworth Financial 1986 - 2011
Genworth Financial 1986 - 2011
Genworth Mortgage Insurance 1986 - 2011
Genworth Financial 1986 - 2011
GE Financial 1986 - 2000
Skills
Mortgage Lending, Underwriting, Credit, Mortgage Banking, Loans, Risk Management, Loan Origination, Loss Mitigation, Due Diligence, Real Estate, Credit Analysis, Fraud, Mortgage Underwriting, Training, Analysis, Auditing
Education
Kentucky Wesleyan College 1970 — 1974
B.A., Economics/ Business Administration
Kentucky Wesleyan College 1970 — 1974
Bachelor of Arts (B.A.), Economics and Business Administration
UnitedHealth Group March 2012 - Present
Sun Life Financial, Inc June 2007 - March 2012
Genworth Financial, Inc 2005 - 2007
GE Financial 2002 - 2005
Village Mediation Program May 1998 - July 1999
Covenant House - Jewish Federation July 1992 - March 1999
Day-Mont West, Inc July 1991 - July 1992
Community Health & Alternative Opportunities Services, Inc June 1988 - June 1991
Skills
Contract Drafting and..., Federal Regulations, ERISA, HIPAA, Insurance, Health Care Reform, COBRA
Education
Western New England College School of Law 2000 — 2003
JD, Law
Antioch University New England 1986 — 1988
MA, Counseling
Antioch University 1980 — 1984
BA, Biology / Sociology
USI July 2006 - Present
Sun Life Financial June 2001 - July 2006
GE Financial June 2001 - June 2004
Skills
Employee Benefits, Insurance, Mergers, Time Management, Disability Insurance, Health Insurance, Private Equity, Health Savings Accounts, Benefits Administration, Underwriting, Life Insurance, Cold Calling, Strategic Planning, Claim, Sales Management, Leadership, Customer Service, Training, Sales Process, Marketing, Team Building, COBRA
Education
Stephen F. Austin State University 1997 — 2001
BA, Business Communication
MetLife May 2011 - Present
Genworth Financial January 2009 - October 2010
Genworth Financial January 1999 - January 2009
GE Financial 1993 - 1998
GNA Insurance Company 1987 - 1993
Skills
Business Development, Strategy, Leadership, Financial Services, Management, Sales Operations, Insurance, Account Management, Sales, New Business Development, Relationship Management, Fixed Annuities, Business Planning, Marketing, Business Strategy, Strategic Planning, Solution Selling, Direct Marketing, Sales Management, Finance, Series 7, Mutual Funds, Marketing Strategy, Asset Management, B2B, Life Insurance, Cross Selling, Retirement, Long-term Care, 401k, Series 63, Financial Analysis, Retirement Planning, Financial Advisory, Strategic Financial..., Risk Management, Variable Annuities, Alternative Investments, Underwriting, Cold Calling, National Accounts, Securities, Wealth Management, Portfolio Management, Investments, Accounting, Time Management
Education
University of Illinois at Urbana-Champaign 1978 — 1982
B.S., Finance
Bank of Marin July 2013 - Present
Genworth Financial January 2010 - June 2013
Genworth Financial October 2009 - January 2010
Georgia-Pacific 2005 - 2008
Genworth Financial December 1999 - October 2005
General Electric 1999 - 2005
GE Financial 1999 - 2005
Phoenix Leasing 1983 - 1999
Skills
Software Project..., Building Relationships, Internal Communications, Stakeholder Liaison, Cross-functional Team..., Delivering Results, Project Execution, Project Management, Six Sigma, Team Building, Program Management, Insurance, Change Management, Leadership, Business Development, Budgets, Vendor Management
Education
University of Phoenix 1997 — 1999
BS, Business Management
California State University-Hayward
University of California, Santa Barbara
Partners Square Consulting, LLC August 2015 - Present
Nabell Winslow Investments & Wealth Management September 2013 - Present
First Citizens Bank August 2001 - September 2013
GE Financial June 1997 - August 2001
Jefferson Pilot Financial February 1996 - June 1997
Skills
Retirement Planning, Wealth Management, Estate Planning, Wealth Management..., Asset Management, Investment Strategies, Alternative Investments, Investment Advisory, Wealth, Financial Services, Asset Allocation, Financial Planners, Investment Management, Advanced Financial..., Life Insurance, Trusts, Insurance, High Net Worth..., Portfolio Management, Strategic Financial..., Bonds, Equities, Personal Financial..., Investments, Business Sucession..., tax planning, Retirement Income..., Relationship Management, Personal Finance, Fixed Income, Stocks, Long Term Care Insurance, Disability Insurance, ETFs, Retirement Plan..., Wealth Accumulation, Pensions, Capital Markets, Term Life Insurance, Variable Annuities, Investment Advisory..., Estate Tax Planning, Inheritance Tax Planning, Succession Planning, Exit Strategies, Qualified Retirement..., Financial Planning, Business Continuity..., 401k Rollovers, Financial Advisory
Education
University of Mount Olive 1994 — 1997
Bachelor of Science (B.S.), Business Administration
Savoy Associates July 2007 - Present
GE Financial 2000 - 2003
Skills
Management, Account Management, Consulting, Health Insurance, Brokers, New Business Development, Sales, Insurance
Education
Georgian Court University 1990 — 2000
Bachelor of Business Administration (BBA), Business Administration/Marketing
Manasquan High School, Manasquan, NJ 1976 — 1980
Craig Technologies September 2013 - Present
Harris Corporation August 2011 - August 2013
DRS Technologies August 2008 - August 2011
HD Supply (formerly Home Depot Supply) October 2006 - August 2008
Harris Corporation December 2002 - October 2006
GE Financial May 2001 - December 2002
B/E Aerospace November 1998 - May 2001
RR Donnelley & Sons Co. October 1994 - November 1998
Merrill Lynch July 1992 - October 1994
Skills
Succession Planning, Employee Relations, Performance Management, Personnel Management, Talent Management, Human Resources, Recruiting, HR Policies, Leadership Development, Employee Benefits, Talent Acquisition, Organizational Design, Sourcing, Leadership, Organizational..., Workforce Planning, Program Management, Training, Deferred Compensation, Employee Engagement, Change Management, College Recruiting, Hiring, Team Building, Onboarding, Management, New Hire Orientations, Temporary Placement, Technical Recruiting, Labor Relations, Strategic HR, HRIS, Benefits Administration, HR Consulting, Human Capital, SPHR, Workshop Facilitation, Conflict Resolution, Coaching, FMLA, Job Descriptions, International HR, Organizational..., Global Human Resources..., GPHR, HR Strategy, Union Experience, Collective Bargaining, Union Relations, Contract Negotiation
Education
LEAD Brevard - Class of 2015 2014 — 2015
Civic & Community Leadership
University of Central Florida - College of Business Administration 1990 — 1992
B.S., Human Resources Management
Sun Life Financial April 1993 - Present
Genworth Financial December 2003 - February 2006
GE Financial May 1997 - November 2003
Skills
Employee Benefits, Reinsurance, Business Process..., Claim
Education
Fitchburg State College 1987 — 1990
Bachelor's degree, Business Administration and Management, General
Becker College 1985 — 1987
Associate's degree, Business Administration and Management, General
Allscripts May 2003 - Present
GE Financial 1995 - 2003
Skills
Process Improvement, EHR, Salesforce.com, Healthcare Information..., Vendor Management, Practice Management, Project Management, Management, Business Analysis, Team Building, SharePoint, Leadership, Change Management, Revenue Cycle, Operations Management
Education
University of Phoenix 2001 — 2006
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Towers Watson March 2014 - Present
Xerox/ACS November 1999 - February 2014
GE Financial January 1999 - November 2000
Colonial Penn Insurance October 1997 - December 1998
Colonial Penn Insurance January 1992 - October 1997
Colonial Penn Insurance September 1990 - December 1991
Skills
Systems Analysis, Requirements Analysis, Crystal Reports, COBOL, Microsoft SQL Server, SQL, SharePoint, Data Warehousing, Requirements Gathering, Oracle, Windows Server, PL/SQL
Education
Temple University 1984 — 1988
BS, Business Administration Marketing /Human Resources
North East Catholic High School 1979 — 1983
Wells Fargo June 2014 - Present
Wells Fargo March 2006 - June 2014
GE Financial July 2005 - March 2006
Wolseley August 2003 - July 2005
Skills
Business Relationship..., Executive Search, Strategic Consulting, Executive Development, Executive Coaching, Executive Communications, New Business Development, Talent Management, Project Management, Marketing Research, Change Management, Talent Development, Quality Management, Leadership, Talent Acquisition, Business Development, Communication Training, Recruiting
Education
UCLA Anderson School of Management 2012 — 2012
Executive Education, Wells Fargo Leaders Program
Purdue University - Krannert School of Management 1999 — 2003
B.S., Industrial Management
Distribution Revolution March 2015 - Present
Mirae Asset Global Investments (USA) LLC September 2010 - February 2015
Mirae Asset Global Investments (USA) LLC September 2010 - August 2012
GE February 2008 - September 2010
Transamerica Capital Inc. 2001 - 2008
GE Financial 1997 - 2001
Keystone Investments 1996 - 1997
Oppenheimer Capital 1993 - 1995
Colonial Funds 1987 - 1993
Skills
Mutual Funds, Investments, Fixed Income, Asset Management, Sales, Strategy, Finance, Team Management, Fixed Annuities, Asset Allocation, Sales Operations, Series 63, Hedge Funds, Leadership, Investment Strategies, Private Equity, Marketing, Series 7, Portfolio Management, Equities, Alternative Investments, Investment Management, Securities, Separately Managed...
Education
The Aji Network 1996 — 2004
BPC
University of Rhode Island 1982 — 1987
BA, Economics
Your Marketing Exec November 2007 - Present
Novotorium September 2011 - Present
Veg-e Systems May 2013 - December 2014
Faucet Group, LLC March 2013 - December 2014
C Social Systems January 2011 - January 2013
Lincoln Financial Distributors March 2005 - November 2007
Nationwide Provident October 2002 - April 2005
Provident Mutual 1999 - 2005
GE Financial 1998 - 1999
First Colony Life Insurance Company 1998 - 1999
Skills
Entrepreneurship, Marketing Communications, Start-ups, Marketing, Brand Development, Social Media, Public Relations, Advertising, Social Media Marketing, Public Speaking, Leadership, Strategic Planning, Strategy, Social Networking, Marketing Strategy, Thought Leadership, Business Development, Small Business, Strategic Communications, New Media, Online Marketing, Workshop Facilitation, Market Planning, Strategic Partnerships, Event Planning, Change Management, Program Management, Corporate Communications, Training, Event Management, Business Strategy, Email Marketing, Mergers & Acquisitions, Integrated Marketing, Internal Communications, Content Strategy, Digital Strategy, Leadership Development, Direct Marketing, Organizational..., Social Business, Lead Generation, Product Marketing, Newsletters, Brand Management, Digital Marketing, Management Consulting, Content Development, Building Community...
Education
University of Pennsylvania 2001 — 2008
Masters, Organizational Dynamics
Penn State University 1979 — 1983
BA, Journalism
Standard Textile September 2007 - Present
Tom Duffy Company January 2003 - January 2007
GE Financial January 2001 - January 2003
Wheeler Design Group January 2000 - January 2001
Kemper Design Center January 1997 - January 2000
American Diabetes Association January 1995 - January 1997
Kemper Design Center January 1991 - January 1995
Skills
Sales, Forecasting, Supply Chain Management, Cross-functional Team..., Operations Management, Textiles, Product Development, Purchasing, Sourcing, Supply Chain, Analysis, Negotiation, Global Sourcing, Contract Negotiation, Manufacturing, Pricing, Six Sigma, Supply Management, Logistics, Procurement, Strategic Sourcing, Management, Inventory Management, Retail, Merchandising
Education
College of Marin
Genworth Financial July 2004 - Present
GE Financial March 2000 - July 2004
Carmel Clay Schools 1990 - 1999
Lanier Worldwide November 1989 - August 1990
Skills
Term Life Insurance, Retirement, Sales, Public Speaking, Series 6, Long Term Care Insurance, Disability Insurance, Marketing Strategy, Fixed Annuities, Health Insurance, Life Insurance, Financial Advisory, Medicare, Customer Service, Variable Annuities, Retirement Planning, Investments, Leadership, IRAs, Universal Life
Education
Xavier University
MBA, Marketing
University of Louisville
M.S. Education
Michelle Butz Enterprises May 2015 - Present
Ehealth Medicare July 2011 - May 2015
GE Financial October 1997 - July 1999
American Express Financial January 1992 - October 1995
Skills
Insurance, Health Insurance, Life Insurance, Sales, Training, Employee Training, Training Management, Sales Rep Training, Training Facilitation, Workshop Facilitation
Education
Highline College
Peninsula College
PIMCO August 2012 - Present
PIMCO June 2011 - August 2011
HSBC October 2007 - April 2010
HSBC September 2006 - October 2007
ReaMetrix India Private Limited June 2006 - August 2006
HSBC June 2005 - August 2005
GE Financial May 2004 - August 2004
Skills
Bonds, Securities, Finance, Restructuring, Financial Modeling, Valuation, Equities, Capital Markets, Investments, Venture Capital, Strategy, Hedge Funds, Portfolio Management, Mutual Funds, Credit
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Wharton School, University Of Pennsylvania 2002 — 2006
Bachelor of Science, Economics; Finance
Deloitte Consulting LLP May 2007 - Present
GE Financial March 2004 - May 2007
Skills
Actuarial Science, Process Improvement, Financial Reporting, Risk Management, Life Insurance, Financial Modeling, Business Analysis, Project Management, Business Process..., Sarbanes-Oxley Act, Business Strategy, General Insurance, Banking, Foreclosures, Financial Analysis
Education
Luther College 2000 — 2003
Bachelor's degree, Mathematics, Computer Science and Physics
Towson University
Actuarial science
O'Brien Financial Planning, Inc. 2006 - Present
GE/Genworth Financial August 2003 - February 2006
GE Financial December 1999 - August 2003
GE Fanuc Automation 1994 - 1999
GE Lighting 1988 - 1994
Education
Virginia Commonwealth University 2005 — 2007
N/A
University of Richmond - Robins School of Business 1991 — 1995
MBA
University of Richmond 1982 — 1986
BA
Genworth Financial BODEXecutive security International1979 - 2012
GE Financial 2000 - 2003
AXA Equitable January 1996 - January 2000
Education
Trinity Christian College 1970 — 1974
BA, Psychology
Zags November 2014 - Present
AMAC - Association of Mature American Citizens September 2012 - July 2014
New York Life Insurance Company September 2011 - March 2012
Insure Co LLC May 2011 - September 2011
Premier Consulting Partners, LLC April 2010 - May 2011
Aviva Life and Annuity Co August 2006 - December 2009
bankers life September 2002 - February 2006
Worldcom Wireless March 2002 - August 2002
GE Financial October 2000 - July 2001
Penn Life Insurance Company of NY March 1991 - October 2000
Skills
Call Center, Internal Audit, Quality Assurance, Mentoring, Insurance, Customer Relations, Compliance, Process Improvement, Problem Solving, Business Analysis, Excel, Lotus Notes, Word, Outlook, Team Building, Access, Auditing, Team Leadership, Operations Management, Microsoft Office, Product implementation, Process Consulting, Term, Whole Life, UL,..., pursuing six sigma..., business analyst, Experienced Business..., Customer Service Driven, Currently Pursuing, life insurance, Life & Health Insurance..., life insurance..., Customer Service, Microsoft Excel, Life Insurance, Call Centers, Policy, Microsoft Word, Human Resources, Employee Benefits, Risk Management, Management, Training
Education
Nassau Comm. College LOMA
Nassau Comm. College LOMA
Nassau Comm. College LOMA
Nassau Community College
Nassau Community College
AIG Financial Network April 1971 - Present
GE Financial January 2001 - May 2003
Dr. Joseph Cabot March 1971 - April 1971
Skills
Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, People Skills, Office Management, Sports
Education
Bay de Noc Community College 1969 — 1970
Bark River Harris High School 1966 — 1970
Genworth Financial March 2009 - Present
Genworth Financial January 2006 - March 2009
GE Financial January 1996 - January 1998
First Colony Life Insurance January 1985 - December 1992
First Colony Life Insurance October 1982 - December 1985
Skills
Process Improvement, Business Analysis, Insurance, Project Management, Six Sigma, Leadership, Management, SDLC, Change Management, Cross-functional Team..., Analysis, Financial Services, Life Insurance, Business Process..., Risk Management, Vendor Management, Product Development
Education
Randolph College
Bachelor of Arts, Politics, English
Genworth Financial 2008 - 2012
Genworth Financial (formerly GE Financial) 2004 - 2008
GE Financial 1999 - 2004
Brann RMG January 1999 - October 1999
Central Fidelity Bank March 1982 - January 1998
Skills
Marketing Communications, Marketing Strategy, Project Management, Direct Marketing, Lead Generation, Cross-functional Team..., Sales Promotion, Collateral Material..., Account Management, Program Management, Market Research, Materials, Strategy, Analytics, Financial Services, Email Marketing, Marketing, Management, Business Development, Direct Mail, Creative Direction, Leadership, Segmentation, Strategic Planning, Strategic Communications, Sales, Analysis, Event Planning, Newsletters
Education
Longwood University 1977 — 1980
BS, Psychology
U.S. Department of Veterans Affairs 2014 - Present
Federal Reserve System 2014 - 2014
TJX 2013 - 2014
Highmark Inc. 2011 - 2013
Blue Cross Blue Shield of Michigan 2011 - 2011
U.S. Department of Homeland Security 2008 - 2011
Argus Health Systems 2006 - 2008
GE Financial June 2006 - August 2006
PerSe Technologies September 2005 - April 2006
Skills
SOA, SDLC, Websphere, DB2, Integration, WebSphere Message Broker, DataPower, WebSphere..., Web Services, WebSphere, Software Development, Enterprise Architecture, Software Project...
Education
University of Michigan 2002 — 2005
Masters, Political Science
Hope College 1997 — 2001
BA, Political Science
Criterion Compliance Consulting June 2013 - Present
First Financial Solutions LLC May 2005 - Present
NRT October 2008 - April 2011
Merrill Lynch March 2008 - October 2008
New England Financial 2004 - 2005
GE Financial 2003 - 2004
Wachovia 2002 - 2003
GMAC Global Relocation Services 1997 - 2001
American Security Mortgage 1993 - 1997
Skills
Real Estate, Relocation, Auditing, Real Estate Transactions, Management, Sarbanes-Oxley Act, Residential Homes, Cash Flow, Selling, Financial Analysis, Strategic Planning, Internal Audit, Sales, Short Sales, Foreclosures, Process Improvement
Education
NYU
Professional Certificate in Forensic Accounting, Currently Enrolled
Rider University 2005 — 2007
B.S., Finance
Wenatchee Valley College 1987 — 1989
A.A., Economics
MVCA
NSM Insurance Group / Condon & Skelly May 2010 - Present
American Collectors Insurance January 2010 - May 2010
ACE USA October 2006 - August 2009
Aon August 2001 - October 2006
GE Financial November 1997 - August 2001
Comcast March 1993 - November 1997
Advanta August 1990 - March 1993
Skills
Insurance, Casualty, Commercial Insurance, Underwriting, Property & Casualty..., Liability, Risk Management, General Insurance, Brokers, Professional Liability, Microsoft Office, Information Technology, Databases, Database Design, Access Database, Relational Databases, Claims Management, Claim, Workers Compensation, Legal Liability, Commercial Lines, Employment Practices..., Casualty Insurance
Education
University of Massachusetts Lowell 2009 — 2011
Bachelor of Science, Information Technology
West Chester University of Pennsylvania 1987 — 1990
Bachelor of Arts, Psychology
Securian Financial Group/Minnesota Life July 2010 - Present
MetLife July 2008 - July 2010
Security Benefit 2004 - 2008
GE Financial 2001 - 2003
Lincoln Financial 1999 - 2001
Delaware Investments 1999 - 2001
evergreen 1994 - 1999
Education
Truman State University 1983 — 1987
BA, Political Science
The Hartford September 2012 - Present
The Hartford April 2011 - September 2012
Travelers Insurance September 2009 - April 2011
Intuit April 2007 - September 2009
Intuit September 2006 - April 2007
GE Financial 2004 - 2006
Skills
Customer Experience, Cross-functional Team..., Process Improvement, Process Excellence, Process Engineering, Change Management, Operations Management, Six Sigma, Lean Operations, Leadership, Program Management, Management, Marketing, Analysis, Strategy, Business Process..., Vendor Management, Project Management
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (B.S.), Economics
MassMutual March 2008 - Present
MassMutual Financial Group 2008 - Present
Genworth Financial March 2001 - January 2007
Genworth Financial (Formerly GE Financial Assurance/Now Sunlife) 2001 - 2007
GE Financial March 2001 - July 2004
Genworth - Long Term Care Insurance 2000 - 2004
UNICARE 1994 - 2001
MassMutual 1994 - 1996
Bellevue Downtown Association, Bellevue, WA 1992 - 1994
Digital Equipment Corporation, Seattle, WA 1989 - 1991
Skills
Process Improvement, Training
Education
University of Phoenix 2002 — 2005
Bachelors, Business Management
Holyoke Community College 1974 — 1976
Associates, Business Studies
Circuit City Senior Vice PresidentCircuit City Stores, Inc.2003 - Present
GE Financial 2000 - Present
GE 1990 - Present
General Electric 1990 - 2003
Education
Syracuse University - Martin J. Whitman School of Management 1986 — 1990
The Hartford 2009 - Present
The Hartford Insurance 2007 - 2009
Genworth Financial / GE Financial 2003 - 2007
GE Financial 2002 - 2003
GE Financial 2001 - 2002
The Home Depot 1996 - 2002
Otis Elevator Company 1996 - 2001
Benco Dental Company 1994 - 1996
Skills
Leadership, Facilities Management, Process Improvement, Six Sigma, Project Management, Construction, Sales, Negotiation, Start-ups, Management, Vendor Management, Change Management, Space Planning
Education
University of Hartford 1999 — 2000
Architectural Engineering Technology (B.S.), Architectural Engineering
Western New England College 1999 — 2000
Master of Business Administration (MBA)
Boma International
Bank of America April 2003 - Present
GE Financial 1993 - 2003
Greater California Dental (SmileSaver) 1993 - 1996
Education
University of Connecticut 1984 — 1988
ARAMARK Adminstrative SupervisorARAMARKMay 2008 - Present
GE Financial 1996 - 2006
Education
Bucks County Community College 1989 — 2001
personal enrichment
Switchfast Technologies August 2011 - Present
Iron-Grey Management Consultants August 2010 - August 2011
myEARTH360.com June 2007 - July 2010
Citi Cards September 2004 - December 2008
GE Financial Assurance 2000 - 2002
GE Financial 2000 - 2002
Sears Direct Response Group 1995 - 2000
The Signature Group 1988 - 1995
Skills
Strategic Financial..., Financial Analysis, Profit Maximization, Database Analysis, Team Management, Operations Management, Marketing Strategy, Direct Marketing, Managing Partner..., Data Analysis, Cross-functional Team..., Analytics, Product Management, Program Management, Strategy, Start-ups, CRM, Leadership, Insurance, Management, Financial Planning, Marketing, Analysis, Executive Management, Strategic Planning
Education
Northern Illinois University
MBA, Marketing and Finance
Bradley University 1984 — 1988
BS, Business and Marketing
The Benefit Group 2005 - Present
GE Financial 2000 - 2005
Skills
Employee Benefits, Sales, Disability Insurance, Insurance, Health Savings Accounts, Brokers, New Business Development, Small Business, Underwriting, Account Management, Strategic Planning, Retirement Planning, Health Insurance, Payroll, Start-ups, Benefits Administration, Life Insurance, Sales Management, Workers Compensation, Management, Customer Service, Marketing, HRIS
Education
University of Colorado Boulder 1996 — 2000
B.A., International Affairs, Spanish
Bank of America September 2003 - Present
Comcast September 2002 - September 2003
GE Financial February 2003 - August 2003
AT&T Broadband February 2000 - September 2002
MediaOne February 1998 - February 2000
Coors November 1997 - February 1998
U S West Communications September 1995 - October 1997
U S West Business Resources Inc. June 1993 - September 1995
U S West Business Resources Inc. February 1993 - June 1993
U S West Communications Inc. February 1992 - February 1993
Skills
Integration, Oracle, Web Services, Data Warehousing, Java, Team Leadership, Architecture, Management, Project Planning, Leadership, PeopleSoft, Analysis, Enterprise Architecture, SDLC, Vendor Management, IT Strategy, SOA, Process Improvement, Program Management, Disaster Recovery, Requirements Analysis, Unix, Software Project..., Software Design, Governance, Architectures, Strategy
Education
Metropolitan State College of Denver 1983 — 1987
Bachelor of Science (B.S.), Computer and Management Science
Dedham Public Library April 2011 - Present
home with small kids April 2005 - Present
Genworth Financial 2003 - 2005
GE Financial 1999 - 2005
Skills
Process Improvement, Marketing, Public Speaking, Leadership, Strategic Planning, Project Management, Fundraising
Education
Northeastern University 1997 — 1999
M.B.A.
GE FINANCIAL 1995 - 2004
Skills
Advertising, Customer Service, Insurance, Medicare, Account Management, New Business Development, Sales Management, Marketing Strategy, Long-term Care
Education
University of Maryland College Park 1979 — 1983
BS, MARKETING
CHELTENHAM HS 1976 — 1979
State Street Global Advisors April 2014 - Present
Astor Investment Management December 2012 - March 2014
Alternative Wholesaling Group August 2008 - December 2012
ING Funds Distributor, LLC October 2007 - July 2008
Alliannz Life Financial Services March 2007 - October 2007
Old Mutual Investment Partners September 2004 - March 2007
Transamerica Capital October 2002 - September 2004
GE Financial April 2000 - October 2002
Delaware Investments March 1986 - April 2000
Skills
Series 7, Series 63, Series 24, Annuities, Mutual Funds, Wholesaling, Alternative Investments, Separately Managed..., Securities, Variable Annuities, Fixed Annuities, Insurance, Hedge Funds, Retirement Planning, Structured Porducts, ETF Portfolios, Series 66, Wholesale, Uniform Combined State..., Portfolio Management, ETFs
Education
Drake University
Bachelor of Science, Business Administration
University of Pennsylvania - The Wharton School
IMCA: CIMA® Program
Atrium Group June 2008 - Present
GE Financial August 1996 - April 2008
ADP September 1991 - March 1996
Education
University of California, Berkeley 1981 — 1985
BS, Physics
Merrill Lynch 2011 - Present
Galt Investments 2009 - 2011
The Just Company 2008 - 2009
Lincoln Financial Distributors 2007 - 2008
AXA Distributors March 2006 - November 2007
GE Financial 2000 - 2006
Skills
Alternative Investments, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Securities
Education
Indiana University Bloomington
BS
Meeker-Magner January 2013 - Present
Pierce Benefits December 2011 - Present
Swift Media Group, Inc. July 2011 - January 2012
Benefit Cosmetics 2005 - 2008
IKON Document Services 2003 - 2005
GE Financial 2000 - 2003
Skills
Insurance, Marketing, Account Management, Employee Benefits, Sales Management, New Business Development, Marketing Strategy, Health Insurance, Sales, Customer Service, Strategic Planning, Business Development, Leadership, Human Resources, Cold Calling, Disability Insurance, Risk Management, Coaching
Education
Michigan State University 1997 — 2000
BA, Business
Prudential Financial January 2013 - Present
The Hartford 2008 - 2012
Genworth Financial 2003 - 2007
GE Financial January 2001 - November 2003
The Phoenix Companies 1995 - 2001
Education
University of Michigan 1982 — 1983
Master's, Mathematics
Citibank June 2010 - Present
Citibank January 2009 - June 2010
GE Financial August 2008 - December 2008
CitiCapital Financial July 2007 - August 2008
CareFlite May 2006 - June 2007
CareFlite October 2005 - May 2006
Associated Air Center January 1997 - May 2005
Skills
Flood Insurance, AFS, Commercial Banking, Commercial Mortgages, Procedure Review, Procedure Development, Hands-on Training, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Travel Arrangements, Executive..., 10 Key, Quality Assurance, Credit, Team Building
Education
North Lake College
American Sign Language (ASL)
Mountain View Community College 1987 — 1994
English
South Grand Prairie High School 1983 — 1987
ACSIA Partners, LLC July 2003 - Present
GE Financial 1999 - 2002
Northwestern Mutual 1995 - 1998
Skills
Long-term Care, Insurance, Long Term Care Insurance, Employee Benefits, Fixed Annuities, Life Insurance, Critical Illness, Medicare, Term Life Insurance, Financial Planning, Brokers, Small Business, Health Insurance, Disability Insurance, Leadership, Sales, Marketing, Retirement Planning, Retirement, Training, Marketing Strategy
Education
Central Washington University 1990 — 1995
Business Administration
The Hanover Insurance Group June 2015 - Present
The Plymouth Rock Company December 2012 - June 2015
Plymouth Rock Assurance March 2011 - December 2012
Palisades Insurance (a subsidiary of Plymouth Rock) October 2006 - March 2011
Swiss Re Life & Health 2004 - 2006
Genworth Financial 2003 - 2004
GE Financial 2000 - 2003
Prudential 1990 - 2000
Skills
Mergers, Insurance, Business Strategy, Property & Casualty..., Financial Analysis, Strategic Financial..., Financial Modeling, Reinsurance, Financial Reporting, Risk Management, Corporate Finance, Financial Planning, Enterprise Risk..., Mergers & Acquisitions, Casualty, Finance
Education
University of Connecticut 1984 — 1988
BS, Math & Statistics
PNW Insurance Services June 2015 - Present
Genworth Financial Pacific Northwest Agency November 2011 - June 2015
Genworth Financial Agency, Inc. December 2008 - November 2011
LifeScript Learning February 2008 - December 2008
Legacy Search LLC August 2006 - February 2008
Genworth Financial January 2003 - June 2006
GE Financial January 2001 - January 2003
US Army Retired August 1978 - July 2001
Law Offices of Donald J. Levin November 1986 - August 1999
Skills
Brokers, Segmentation, Direct Marketing, Financial Services, Marketing Strategy, Marketing, Relationship Management, Database Marketing, Competitive Intelligence, Cross-functional Team..., Strategic Planning, Employee Benefits, B2B Marketing, Marketing Management, Management, Long-term Care, Long Term Care Insurance, Medicare, Life Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance
Education
US Army War College 1992 — 1993
Certificate, Defense Strategy Course
US Army Command & General Staff College 1984 — 1986
Graduate
The John Marshall Law School 1983 — 1986
Juris Doctor, General Law
University of Oklahoma 1981 — 1983
Master of Arts (MA), Public Administration
University of Illinois at Chicago 1975 — 1978
Bachelor of Arts (BA), Political Science, Criminal Justice
United Health Care RN, BSN StoplossThe HartfordApril 2006 - April 2007
Genworth Financial July 1999 - July 2005
GE Financial July 1999 - July 2005
Hartford Hospital February 1989 - July 1999
Education
University of Hartford 1995 — 1998
BSN, Nursing
Holyoke Community College 1985 — 1988
ADN, Registered nurse
Genworth Financial June 2007 - Present
Genworth Financial June 2003 - June 2007
GE Financial May 2002 - June 2003
Skills
SalesForce.com..., Qvidian Database Design..., PMP course completion, Insurance, Finance, Sales, Accounting, Event Planning, Relationship Management, Process Improvement, Risk Management, Pricing, Vendor Management, Workshop Facilitation, Visio, Financial Analysis, Underwriting, Organizational..., Access
Education
Liberty University 2011 — 2013
none, Economics
University of Phoenix 2004 — 2008
none, Finance
Macys July 2012 - Present
Macy's Department Store May 2005 - July 2012
Einstein Healthcare Network January 2011 - January 2012
Remy's Paradise Floral Boutique February 1996 - May 2005
GE Financial January 2000 - January 2005
Education
Temple University 2008 — 2012
Bachelor of Science Degree, Public Health
Furney Law PLLC November 2005 - Present
Morgan Chase Trust January 2004 - November 2005
GE Financial September 1994 - June 2003
Skills
Condominiums & HOAs, Estate Planning, Probate Law, Contract Law, Litigation, Due Diligence, Courts, Management, Training, Analysis, Insurance, Government, Business Planning, Litigation Management
Education
Seattle University School of Law 1981 — 1984
JD, Law
University of Washington, Michael G. Foster School of Business 1972 — 1981
BA, Accounting
Americaneagle.com September 2013 - Present
JIT the Packaging Wholesalers September 2009 - July 2013
Americaneagle.com 2006 - 2009
CCS Fundraising 2002 - 2005
GE Financial 1999 - 2002
Skills
Web Development, Web Project Management, jQuery, E-commerce, JavaScript, Web Applications, CSS, Web Services, ASP.NET, Mobile Applications, Google Analytics, SQL, HTML, HTML 5, SEO, Web Analytics, AJAX, XML, CMS, LINQ, Software Development, User Experience, Web Design, Website Development, Information Architecture, MySQL, XHTML, Email Marketing
Education
Northern Illinois University 1991 — 1995
Bachelor of Arts (BA), Graphic Design
Northeast Foundation for Children January 2006 - Present
GE Financial October 2000 - April 2005
New Hampton School August 1990 - June 1992
Eaglebrook School August 1989 - June 1990
Skills
Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Event Planning, Data Entry, Higher Education, Nonprofits, Research, Teaching
Education
Rhode Island College 1992 — 1995
Master of Arts (M.A.), English and Theater
Trinity Rep Conservatory 1992 — 1994
Professional Training Certificate in Acting, Theater
University of Massachusetts, Amherst 1984 — 1989
Bachelor of Arts (B.A.), Theater
University of Virginia Investment Management Company (UVIMCO) 2007 - Present
University of Virginia Investment Management Co May 2003 - 2007
GE Financial 1999 - 2001
KPMG LLP 1992 - 1999
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
MBA, Business Administration and Management, General
University of Delaware 1988 — 1992
BS, Accounting
Sunlife Financial - Employer Benefits Group January 2007 - Present
Sunlife Financial - EBG June 2006 - Present
Genworth Financial/ Sunlife Financial 2002 - Present
GE Financial January 1999 - January 2002
The Phoenix January 1994 - January 1999
The Phoenix October 1992 - January 1994
Skills
Business Analysis, Quality Assurance, Business Process, Software Documentation, SDLC, Requirements Gathering, Systems Analysis, Requirements Analysis, Analysis, Visio, Process Improvement, Software Project..., Vendor Management, Insurance
Education
Manchester Community College
Information Technology Project Management; Programming and Computer Excellence
Centra Health July 2012 - Present
Sheetz, Inc October 2010 - July 2012
Debora C. Embrey November 2010 - August 2011
Nationwide Insurance July 2006 - December 2009
Nationwide Insurance Company July 2006 - 2009
StarTek January 2005 - July 2006
First Colony Life Insurance August 1983 - March 2003
First Colony Life August 1983 - March 2003
GE Financial January 1983 - January 2003
Skills
HCPCS, CPT, ICD-9, Medical Coding, Medical Billing, ICD-9-CM, Microsoft Word, Microsoft Excel, Microsoft Office, Medisoft, Data Entry, Typing, Postage Meter
Education
Miller Motte Technical College 2010 — 2011
diploma, medical billing and coding
Central Virginia Community College 1973 — 1975
Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General
Central Virginia Community College
Associate, Applied Science Secretarial Science
Miller-Motte technical College
Robert Half Finance & Accounting 2015 - Present
Self Employed October 2012 - Present
Guardian Life Ins Co July 2007 - October 2012
Elder Care Agency January 2002 - July 2007
GE Financial January 1997 - January 2002
Skills
Management, Insurance, Microsoft Office, Leadership, Risk Management, Process Improvement, Business Analysis, Employee Benefits, Analysis, Public Speaking
Education
Bridgewater State University 1990 — 1995
Bachelor of Science (B.S.), Finance
The Hartford/Consolidated Health Plans October 2009 - November 2013
MassMutual Financial Group September 2007 - July 2008
MetLife Investors June 2005 - August 2007
GE Financial January 2001 - May 2005
Unicare July 1996 - December 2000
Skills
Sales, Marketing, Customer Service, Insurance, Financial Services, Strategic Planning, Training & Development
Education
Porter & Chester Institute 1991 — 1993
Computer Applications
Springfield Technical Community College
The MathWorks January 2011 - Present
Veritude/Fidelity Investment September 2005 - December 2010
GE Financial February 2002 - September 2005
Education
Jawaharlal Nehru Technological University 1997 — 2001
BS, Computer Science and Engineering
MassMutual (Contracted through ADPI, LLC) January 2015 - July 2015
Hartford Life - Group Benefits Division July 2006 - October 2014
Genworth Financial 2005 - July 2006
Mahoney & Associates 2002 - 2004
GE Financial 2000 - 2002
Phoenix Group Services / GE Group Administrators 1997 - 2000
Phoenix Home Life Insurance Co 1994 - 1997
Skills
Strategic Financial..., Finance, Management, Forecasting, Strategic Planning, Accounting, Financial Analysis, Process Improvement, Leadership, Budgets, Microsoft Office, Financial Modeling, Analysis, Business Analysis, Negotiation
Education
American International College 1989 — 1991
M.B.A., Business Management
American International College 1982 — 1986
B.S.B.A., Finance
Agawam H.S. 1979 — 1982
Diploma, College Prep
Pyramid Staffing/Enbridge April 2013 - Present
Long and Foster 2012 - 2013
Universal Atlantic Systems February 2010 - July 2012
Corporate Interiors March 2006 - December 2008
Hollywood Video July 2005 - March 2006
Kelly Services September 2004 - July 2005
GE Financial October 1999 - March 2004
Education
Delaware County Community College
Marsh & McLennan Companies, Inc. January 2013 - Present
Royal Bank of Scotland September 2010 - December 2012
Financial Industry Regulatory Authority August 2005 - August 2010
GE Financial September 2003 - August 2005
Charles Schwab & Co., Inc January 1999 - January 2003
Charles Schwab & Co., Inc April 1997 - January 1999
Skills
Compliance, Securities, Trading, Policy, Microsoft Office, Finance, Analysis, Financial Risk, Training, Portfolio Management, Customer Service, Internal Audit, AML, Series 7, Risk Management, FINRA
Education
Arizona State University
B.S, Business Management
Christopher & Banks January 2007 - June 2013
Bassett Furniture Direct January 2004 - September 2006
GE Financial November 2000 - August 2003
Skills
Store Management, Visual Merchandising, Retail Management, Stores, Loss Prevention, Staff Scheduling, Capital Budgeting, Advertising Research, Marketing Research, Marketing Strategy, Sales, Merchandising, Inventory Management, Retail, Training
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Psychology
Professional services August 2014 - Present
Industrial manufacturer February 2014 - August 2014
Large industrial manufacturer August 2012 - May 2013
Large consumer products company May 2011 - October 2011
Nucor Corp May 2002 - July 2009
GE Financial August 2000 - August 2001
Parker Hannifin/Wynn’s Precision, Inc September 1997 - April 2000
Crown Simplimatic, Inc February 1989 - September 1997
Golden West Foods, Sub. of McCormick & Co June 1982 - January 1989
Skills
Accounting, Internal Controls, Financial Analysis, Forecasting, Financial Reporting, Auditing, Strategic Planning, Operations Management, PowerPoint, Microsoft Excel, Managerial Finance, Microsoft Office, Process Improvement, Budgets, Accounts Receivable, Manufacturing, Management, Cash Flow, Sarbanes-Oxley Act, Strategic Financial..., Finance, Account Reconciliation, General Ledger, Leadership, Networking, Financial Accounting
Education
Lynchburg College 1997 — 1998
Master of Business Administration, Business/Finance
University of Redlands 1978 — 1980
Bachelor of Science, Business Administration, Accounting
Burchfield Insurance Group June 2006 - Present
GE Financial June 2004 - June 2006
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration with Finance Concentration