Genworth Financial
Industry: Insurance company
DescriptionGenworth Financial is an S&P 400 insurance company. The firm was founded as The Life Insurance Company of Virginia in 1871. In 1986, Life of Virginia was acquired by Combined Insurance, which became Aon plc in 1987. In 1996, Life of Virginia was sold to GE Capital. Headquarters: Richmond, Virginia, United States CEO: Thomas Mcinerney (Jan 2013–) Revenue: 8.548 billion USD (2015) Subsidiaries: AssetMark Investment Services Inc,
Genworth Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Genworth Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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3,222 Genworth Financial employees in database. Find out everything there's to know about Genworth 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.
Genworth Financial Employees
Ash Brokerage April 2014 - Present
Highland Capital Brokerage January 2011 - March 2014
Pilger Financial 2003 - 2011
Crump Life Insurance Services 2008 - 2009
Genworth Financial 2004 - 2006
Safeco Insurance 2003 - 2004
Jackson National Life 2000 - 2002
Jackson National Life 1997 - 2000
Walnut Street Securities, Inc. 1994 - 1997
Manulife Financial 1991 - 1994
Skills
Fixed Annuities, Financial Services, Retirement Planning, Series 6, Retirement, Series 63, IRAs, Variable Annuities, Indexed Annuities, Life Insurance, Income Distribution, Business Development, Mutual Funds, Retirement Income..., Long-term Care Income..., Term Life Insurance, Disability Insurance, Series 7, Structured Settlements, Pension Risk Transfer
Education
St. Olaf College 1983 — 1987
Bachelor of Arts (BA)
Contra Costa County Department of Health Services September 2014 - Present
Bayview Beacon May 2014 - October 2014
Genworth Financial January 2013 - February 2014
St. Andrew's Residential Program January 2012 - January 2013
Bally Total Fitness July 2010 - January 2013
Department of Veterans Affairs-VA Hospital March 2009 - October 2009
BrightStar Healthcare February 2008 - August 2008
Skills
Cpr Certified, First Aid, Healthcare, Time Management, Mental Health, Nursing, Hospitals, Customer Service, Healthcare Management, Group Therapy, Vital Signs, Psychotherapy, Data Entry, Telephone Skills, Training, Medical Terminology, Conflict Resolution, Critical Thinking, Supervisory Skills, Leadership, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Microsoft Excel
Education
San Jose State University 2008 — 2012
Bachelor of Arts (BA), Behavioral Sciences
Prudential Fox Properties, 555 Main Street, Margaretville NY 12455 2012 - Present
Genworth Financial February 2011 - July 2012
UnitedHealthcare April 2006 - February 2011
Skills
Insurance, Health Insurance, Claim, Claims Resolution, Claims Handling, Claim Investigation, Life Insurance, Claims Management, Real Estate, First Time Home Buyers
Education
SUNY Empire State College 2010 — 2014
Community and Human Services
Margaretville Central School
SUNY Delhi
Associate of Science (A.S.), Business Administration, Management and Operations
SUNY Oneonta
Education
New York Life November 2013 - Present
Genworth Financial July 2013 - November 2013
Genworth Financial January 2012 - June 2013
Great Karma Marketing February 2010 - December 2011
Prudential Financial January 2009 - February 2010
Prudential Financial October 2007 - December 2008
Prudential Financial May 2006 - September 2007
Prudential Financial January 2004 - April 2006
Skills
Insurance, Fixed Annuities, Mutual Funds, Retirement Planning, Sales Operations
Education
Southern Connecticut State University
Business Administration, Corporate Finance
Guggenheim Partners January 2015 - Present
KBS Capital Markets Group April 2011 - January 2015
Allianz Life September 2008 - April 2011
Genworth Financial May 2005 - September 2008
AXA Equitable 2001 - 2005
Skills
Strategy, New Business Development, Sales, Management, Selling, Leadership, Financial Services, Fixed Annuities, Sales Operations, Alternative Investments, Insurance, Strategic Planning, Securities, Mutual Funds, Retirement Planning
Education
St. Ambrose University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Mid South Financial Group July 2015 - Present
Genworth Financial March 2010 - June 2015
Allied Stores, Paul Harris, Lazarus, Macy's September 1982 - September 2002
Skills
Long-term Care, Long Term Care Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Universal Life, Health Insurance, Retirement, Insurance, Critical Illness, Retirement Planning, Whole Life, Disability Insurance
Education
Southern Methodist University 1978 — 1982
Bachelor of Business Administration (B.B.A.), General Business
Commonwealth Investment Advisors June 2013 - Present
Berkshire Advisor Resource, Inc. January 2011 - June 2013
Genworth Financial January 2008 - December 2009
Australian Government February 2002 - October 2006
Skills
Financial Modeling, Finance, Insurance
Education
Southern Cross University
Bachelor of Business, Major in Banking and Finance, Business
University of Canberra
Postgraduate Diploma in Professional Accountancy, Accounting
Genworth Financial July 2006 - Present
West Coast Life Insurance Company 2004 - 2006
Legacy Marketing Group 1997 - 2004
Skills
Customer Relations, Public Speaking, Annuities, Insurance, Fixed Annuities, Retirement Planning, Indexed Annuities, Leadership, Life Insurance, Long-term Care, IRAs, Strategic Financial..., Variable Annuities, Retirement, Customer Service, Risk Management, Marketing, Sales, Term Life Insurance, Disability Insurance, Whole Life, Long Term Care Insurance, Series 6, Universal Life, Financial Planning
Education
St. Cloud State University 1986 — 1991
BA, English, Marketing and Political Science
The American College
RICP, Retirement Income
Genworth Financial October 2012 - Present
Highland Capital Management, L.P. August 2006 - July 2012
Federated Investors May 1993 - August 2006
Skills
Specialist in Act 40..., Large terrritory..., Series 7, Series 63, Construction, Hedge Funds, Mutual Funds, Investment Strategies, Financial Services, Series 65, Investment Advisory, Fixed Income, Separately Managed..., Asset Allocation, Portfolio Management, ETFs, Alternative Investments, Sales, Sales Operations, Financial Advisory, Securities, Asset Management, Equities, Fixed Annuities, FINRA, Investments, Retirement, Uniform Combined State..., Investment Management, 401k, Retirement Planning, Variable Annuities, Wealth Management, Insurance
Education
SUNY Cortland 1982 — 1986
Bachelor of Arts (B.A.), Economics
Smarter Marketing January 2012 - Present
Send Outcards Smarter Marketing January 1979 - Present
Self Employed Independent Motivator January 1976 - Present
Genworth Financial June 2003 - June 2009
Skills
Relationship Building...
Education
St. Louis Community College 1973 — 1975
Associate's degree, Business, A
Palo Alto Medical Foundation September 2012 - Present
Wells Fargo Bank August 2010 - February 2012
Kaiser Permanente January 2009 - September 2009
Kaiser Permanente June 2008 - January 2009
Kaiser Permanente January 2006 - June 2008
Genworth Financial December 2006 - June 2007
TwinHill/Division of The Men's Wearhouse June 2002 - September 2005
TwinHill/Division of The Men's Wearhouse June 2002 - September 2005
Pacific Bell/SBC December 1998 - April 2002
Skills
Software Documentation, Training, Customer Service, Call Center, Team Building, Management, Coaching, Troubleshooting, Invoicing, Six Sigma, Healthcare, Health Insurance
Education
Sonoma State University 1992 — 1996
N/A, Psychology
Genworth Financial August 1998 - Present
Skills
Long-term Care
Education
Salisbury University
BS, Education
LTC Global / ACSIA June 2008 - Present
Genworth Financial January 2004 - September 2006
GE Capital 2003 - 2006
LTPC 2001 - 2003
Larson Long Term Care Group, LLC May 1999 - June 2001
Skills
Long Term Care, Long Term Care Insurance, Disability Insurance, Long-term Care, Insurance, Medicare Advantage, Medicare Part D, Fixed Annuities, Critical Illness, Whole Life, Universal Life, Financial Advisory, Asset Protection, Wealth Management, Brokers, Underwriting, Accident, Coaching, Leadership, Strategic Financial..., Medicare Prescription..., Call Centers, Small Business, Sales, Recruiting, Insurance Brokerage, Voluntary Employee...
Education
State University of New York College at Buffalo 1983 — 1986
BA, Pre-Law
LTCR / PVA Insurance Group July 2015 - Present
Genworth Financial June 2001 - June 2015
Skills
Long Term Care, Life Insurance, Annuities, Fixed Annuities, Long Term Care Insurance, Long-term Care, Insurance, Disability Insurance, Term Life Insurance, Securities, Retirement, Health Insurance, Employee Benefits, Protection, Retirement Planning, IRAs, Whole Life, Universal Life, Financial Planners, Critical Illness, Brokers, 401k, Series 6, Financial Advisory, Underwriting, Mutual Funds, Strategic Financial..., Pensions, Financial Services, Financial Planning
Education
State University of New York College at Brockport
Pacific Life Insurance Company July 2009 - Present
Aviva plc April 2009 - July 2009
Genworth Financial August 2006 - April 2009
Crump Life Insurance Services February 2003 - August 2006
First Institutional Marketing, Inc. (FIMI) November 1998 - February 2003
Northwestern Mutual August 1997 - November 1998
Skills
Life Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Insurance, Retirement, Disability Insurance, Term Life Insurance, Financial Services, Financial Planning, Estate Planning, Investments, Sales
Education
Klein High School
Sam Houston State University
University of Houston
Thomson Reuters January 2015 - May 2015
CapeStart June 2014 - September 2014
Genworth Financial January 2014 - February 2014
Thomson Reuters June 2011 - January 2013
Thomson Reuters November 2010 - June 2011
MyMediaInfo December 2009 - November 2010
Skills
Public Relations, Microsoft Office, Event Planning, Social Media Marketing, Public Speaking, Event Management, Marketing Strategy, Business Development, Strategic Planning, Programming, Art, Leadership, Customer Service, C, Research, New Business Development, Microsoft Excel, PowerPoint, Databases, Press Releases, CRM
Education
Boston University 2014 — 2015
Software Engineering Cs-MET, Computer Software Engineering
Sathyabama Institute of Science and Technology 2005 — 2009
Bachelor of Education (B.Ed.), Electronics & Control Engineering, A
New Indian Model School UAE (NIMS) 1999 — 2004
A+
Long Term Care Solutions for All February 2015 - Present
Hayn Insurance Solutions October 2000 - Present
LTC Global Marketing Inc. / ACSIA Long Term Care/ UIG February 2014 - August 2014
LTC Global / ACSIA/UIG June 2008 - April 2013
Genworth Financial January 2004 - September 2006
NYLIC 2004 - 2005
LTPC 2001 - 2003
Skills
Long-term Care, Insurance, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Whole Life, Medicare, Retirement, Critical Illness, Strategic Financial..., Wealth, Financial Advisory, Sales, Sales Management, Coaching, Life Insurance, Term Life Insurance, Employee Benefits, Training, Sales Process, Medicare Part D, Health Savings Accounts, Underwriting, Asset Protection, Insurance Brokerage, Wealth Management, Leadership, Claim, Call Centers, Selling, Employee Training, Agents, Financial Services, Recruiting, Health Insurance, IRAs, Brokers, 401k, Accident, Universal Life, Financial Planners, Small Business, Estate Planning, Series 63, Variable Annuities, Mutual Funds, Umbrella Insurance, Workers Compensation, Series 6
Education
SUNY College at Buffalo 1983 — 1986
Bachelor of Arts (BA), History, Outstanding History Major 1985
Genworth Financial September 2009 - Present
Wachovia Securities, LLC April 2008 - June 2009
Wachovia Securities, LLC March 1997 - May 2008
Education
Braxton Business School 1979 — 1980
Yes, Business School- Secretarial
Salem College 1978 — 1979
N/A, Art History
Collegiate School 1963 — 1975
Symetra Financia March 2013 - Present
Symetra Financial September 2009 - February 2013
Washington Mutual February 2005 - March 2006
Genworth Financial 1992 - 2004
Skills
Strategic Planning, Six Sigma, Series 7, Fixed Annuities, Insurance, Product Management, Program Management, Strategy, Management, Sales Management, Life Insurance, 401k, Process Improvement, Risk Management, Leadership, Sales, Mutual Funds, Training, Vendor Management, Series 63, Financial Services
Education
Seattle University 1984 — 1988
Bachelor of Arts, Business Administration - Finance
ACHTrust May 2015 - Present
Stonegate Mortgage Corporation, NYSE: SGM February 2012 - May 2015
ICBA Mortgage Solutions March 2011 - March 2012
Genworth Financial May 2010 - March 2011
Financial Freedom June 2008 - May 2010
1st National Lending Services March 2006 - September 2007
Union Federal Bank / Waterfield Mortgage / American Home Mortgage January 2005 - March 2006
AmTrust Bank 2003 - 2003
PHH Mortgage 1996 - 2003
Skills
Mortgage, Banking, Loans, Mortgage Lending, FHA, Mortgage Banking, Refinance, Conventional, VA, Loan Origination, Credit, Underwriting, Sales Management, USDA, Real Estate, Purchase, New Business Development, Residential, Team Building, Negotiation, Coaching, Account Management, Strategic Planning, Consultative Selling, Financial Analysis, Wholesale, Problem Solving, Construction Loans, Product Development, Funding, Commercial Lending, Business Planning, Investment Properties, Business Strategy, Correspondent Banking, Selling, Residential Mortgages, Leadership, FHA financing, Management, VA loans, Reverse Mortgages, Sales, Mergers & Acquisitions, Certified Mortgage..., Residential Homes, VA Loans, Business Development
Education
Shippensburg University of Pennsylvania 1983 — 1987
BA, Public Relations/Communications Journalism
LTCR Pacific July 2015 - Present
Genworth Financial May 1999 - June 2015
GE Capital Assurance August 1996 - May 1999
Skills
Term Life Insurance, Financial Analysis, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Insurance, Health Insurance, Life Insurance, Universal Life, Medicare, Whole Life, Retirement, Employee Benefits, Retirement Planning, Indexed Annuities, Brokers, Long-term Care, Critical Illness, Health Savings Accounts, IRAs, Accident, Group Insurance, Permanent Life Insurance, Business Planning, Customer Service, Executive Management, Leadership, Long-term Customer..., Solution Implementation, Marketing Strategy, Financial Planning, Sales Management, Health
Education
San Jose State University 1981 — 1983
BS, Business Administration, Marketing Concentration
TIAA December 2014 - Present
TIAA-CREF February 2011 - December 2014
Wittmeyer Consulting September 2007 - February 2010
Genworth Financial 2003 - 2005
GE Capital March 1998 - December 2003
First Union Capital Markets Corp. January 1994 - January 1998
Skills
Recruiting, Organizational..., Employee Relations, Human Resources, Onboarding, Personnel Management, Executive Management, Leadership, Change Management, Strategy, Employee Engagement, Succession Planning, Business Planning, Organizational..., Project Management, Six Sigma, Talent Management
Education
State University of New York - System 1986 — 1989
BS, Finance
PIRCH January 2015 - Present
Genworth Financial January 2009 - January 2015
Sleepy's March 2007 - January 2009
Temporary Grace June 2002 - August 2008
The Center Circle March 2003 - December 2006
Dislocated Styles February 1996 - June 2002
Skills
Marketing, Sales, Life Insurance, Small Business, Sales Management, Customer Service, Leadership, Recording, Band, New Business Development, Medicare, Long-term Care, Universal Life, Fixed Annuities, Insurance, Management, Term Life Insurance, Negotiation, Training, Cold Calling, Long Term Care Insurance, Financial Services, Reinsurance, Business Development, General Insurance, Brokers, Account Management, Disability Insurance, Whole Life, Health Insurance, Underwriting, Process Improvement, Vendor Management, Strategic Planning, Team Building, CRM, Microsoft Office
Education
Scottsdale Community College 1996 — 1998
AA, Business
Rutgers Preparatory School 1982 — 1994
Premier Reverse Closings October 2014 - Present
Liberty Home Equity Solutions 2012 - 2014
Genworth Financial December 2009 - October 2011
Genworth Financial May 2009 - November 2009
Sierra Child & Family Services February 2006 - May 2009
Sierra Child & Family Services School September 2005 - February 2006
Sierra Child & Family Services October 2004 - August 2005
Skills
FHA, Loan Origination, Insurance, Loans, Mortgage Banking, Mortgage Lending, Underwriting, Refinance, Residential Homes, Residential Mortgages, Credit, Reverse Mortgages, Customer Service, Microsoft Office, Microsoft Excel, Management, Mortgage Underwriting
Education
San Jose State University 1999 — 2003
Bachelor of Arts (B.A.), Child Development, A
McKesson September 2013 - Present
Genworth Financial August 2011 - September 2013
Covidien February 2011 - August 2011
Walt Disney World June 2007 - April 2011
Women's Care Florida December 2009 - December 2010
Skills
Public Speaking, Social Networking, Data Entry, Social Media, Credentialing, Communication, Problem Solving, Multi Tasking, Quality Assurance, Insurance, Training, Microsoft Office, Outlook, Microsoft Word
Education
Southern Utah University 2003 — 2007
Bachelor of Science, Communication; Advertising/Public Relations
Salem High School 2000 — 2003
Transworld Systems April 2015 - Present
Brock Capital Group LLC January 2015 - Present
Best Practices Advisory, LLC July 2012 - December 2014
Doral Money December 2009 - June 2012
Steel Partners November 2007 - June 2009
GE Capital January 2005 - November 2007
GE Capital May 2002 - December 2004
Genworth Financial June 1998 - April 2002
GE Capital June 1994 - May 1997
Skills
Performance Management, Six Sigma, Due Diligence, Change Management, Operational Excellence, Private Equity, Mergers, Integrations, Banking, Business Strategy, International Business..., Lean Operations, Outsourcing, Risk Management, Customer Service, Process Improvement, Management Consulting, Turn Around Management, Sales Growth, Retail Banking, Sales Force..., IT Management, Lean Sigma, Project Management, Business Process..., Lean Management, BPO, Lean Transformation, Global Operations, New Product..., Pricing Strategy, Value Creation, Leadership Development, Business Development, Compliance, EBITDA Growth, Business Valuation, IT Transformation, Procurement, DMAIC, DFSS, Supply Chain Management, Inventory Management, Financial Analysis, Interim Management, Credit Risk, Collections, Supplier Negotiation, Strategic Planning, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, International Finance
Skidmore College 1986 — 1990
BA, Business
New Canaan High School 1982 — 1986
Aetna May 2013 - Present
Sterling Life Insurance Company April 2011 - June 2013
Genworth Financial 2006 - 2010
American General Life and Accident November 1995 - August 2006
Skills
Access, Insurance, Medicare, Health Insurance, Risk Management, Finance, Actuarial Science, Process Improvement, Life Insurance, Data Analysis, Underwriting, Reinsurance, FSA, Brokers, Long-term Care, Disability Insurance, Fixed Annuities, Employee Benefits
Education
Saint Michael's College 1980 — 1984
BS, Mathematics
Citi June 2014 - Present
Sapient July 2012 - May 2014
Citi April 2009 - June 2012
Tata Consultancy Services March 2005 - June 2012
CitiFinancial Auto March 2007 - March 2009
Genworth Financial March 2005 - March 2007
AmSoft Systems July 2004 - February 2005
Aricent January 2004 - May 2004
Skills
Enterprise Architecture, Digital Strategy, Mobile Strategy, Decision Management..., Agile Methodologies, SOA, Java Enterprise Edition, Software Project..., Loan Origination, Scrum, Credit Scoring, Consumer Lending, Business Process..., Global Delivery, Credit Risk, Oracle, SDLC, Project Management, Test Automation, Requirements Analysis, Process Improvement, Six Sigma, Agile Project Management, ClearCase, Chordiant, Test Driven Development, Go-getter attitude, Program Management, Cloud Computing, Risk Management, J2EE Architecture, Credit Analysis, Eclipse, Rules Engines, ESB, Software Quality, Agile, WebSphere Application...
Education
Saurashtra University 2000 — 2004
B.E., Computer Engineering
Prakash Higher Secondary School 1995 — 2000
St. Columba's School 1987 — 1995
Genworth May 2015 - Present
Genworth Financial July 2011 - Present
Vaco 2008 - July 2011
Witt Mares September 2006 - September 2008
Skills
Recruiting, Interviews, Onboarding, CRM, Employee Benefits, Management, Marketing, Networking, Sales, Social Media, Temporary Staffing, Customer Service, Job Fairs, Facebook, Employer Branding, Staff Development, Negotiation, Marketing Strategy, Accounting, Finance, Financial Reporting, Talent Acquisition, Human Resources, Auditing, Technical Recruiting, Employee Relations, Applicant Tracking..., Vendor Management, Organizational..., Performance Management, Business Networking
Education
State University of New York College at Geneseo 2002 — 2006
BS, Accounting
SunTrust Bank May 2013 - Present
Genworth Financial May 2010 - November 2012
Genworth Financial April 2008 - April 2011
Genworth Financial December 2005 - April 2008
GE Capital March 2003 - December 2005
GE Capital December 2000 - April 2003
GE Capital May 1998 - December 2000
GE Capital September 1995 - May 1998
GE Capital 1994 - 1995
General Electric 1989 - 1991
Skills
Financial Analysis, Insurance, Process Improvement, Strategic Financial..., Fixed Annuities, Business Process..., Financial Modeling, Sales, Team Building, Analysis, Finance, Strategic Planning, Underwriting, Risk Management, Leadership, Long-term Care, Financial Reporting, Financial Services, Cross-functional Team..., Change Management, Business Planning, Strategic Leadership, Cost Efficiency, Highly detail oriented, Management, Budgets, Financial Planning
Education
UVA 2012 — 2014
Master's Certificate, eMarketing
Siena College 1987 — 1989
Bachelor of Science (BS), Finance
State University of New York College at Geneseo 1985 — 1987
Business Administration
Shenendehowa
MaritzCX December 2014 - Present
US Air Force Reserve 2012 - Present
Genworth 2008 - 2014
Genworth Financial 2006 - 2008
Genworth Financial 2003 - 2006
GE Capital 2001 - 2004
US Air Force September 1995 - February 2001
Skills
Sales Leadership, Marketing Leadership, Organizational Change, Change Leadership, Customer Experience..., Sales Analytics, Sales Compensation, Marketing Communications, Sales Strategy, Sales Operations, Client Segmentation, Commercial Operations, 6 Sigma, Sales Training, Public Speaking, Aviation Operations, Public Relations, Training & Development, Military Operations, Military Command, Air Freight, Air Force, Keynote Speaking, Six Sigma, Marketing Strategy, Sales Management, Change Management, Aviation, Business Analytics, Business Operations, Cross-functional Team..., Customer Experience, Employee Training, Insurance, Project Management, Segmentation, Selling Skills, Training, Sales, Strategy, Management, Leadership
Education
United States Air Force Academy 1987 — 1991
BS, Physics
St. Mary's University 1993 — 1995
MS, Systems Engineering
Bank of America July 2014 - Present
Tri Counties Bank August 2012 - June 2014
Tri Counties Bank April 2012 - August 2012
Genworth Financial July 2011 - April 2012
Genworth Financial October 2009 - December 2010
Genworth Financial January 2007 - September 2009
Liberty Reverse Mortgage August 2006 - December 2006
Prime California Homes and Lending 2005 - 2006
Summit Funding Group, Inc. 2003 - 2005
Skills
Mortgage Lending, Reverse Mortgages, Leadership Development, Loan Origination, Loans, Credit, Mortgage Banking, Banking, Business Development, CRM, Credit Analysis, Executive Management, FHA, FHA financing, Finance, Investment Properties, Leadership, Marketing, Mortgage Marketing, Portfolio Management, Real Estate, Referrals, Refinance, Residential Mortgages, Risk Management, Sales, Sales Management, Team Building, Training, USDA, Underwriting
Education
Sierra College
Independent Broker 2008 - Present
Genworth Financial 2000 - 2005
Travelers 1992 - 2000
American Express 1989 - 1992
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C
Education
State University of New York College at Oswego 1975 — 1978
Bachelor of Science (BS), Industrial Arts and Technology
Islip High School
Genworth Financial October 1999 - April 2014
Genworth Financial October 1999 - April 2014
Skills
Business Analysis, SDLC, IT Infrastructure..., IT Infrastructure Design, IT Infrastructure..., Enterprise IT Strategy, Enterprise IT..., Windows Server, Microsoft Office, Microsoft Exchange, System Center Suite, Visual Studio Team..., Team Leadership, Team Building, Cross Functional Team..., Dependable Team Player, Team-oriented, Project Management, MS Project, Department Budgeting, Budget Reconciliation, ITIL, Application..., Virtual Servers, Storage Virtualization, Vendor Management, Vendor Relationships, Data Centre Architecture, Migration Projects, Windows 7 Migration, Managed Print Services, Telecommunications..., Network Architecture, Help Desk Implementation, Software Distribution, IT Security Best..., Change Management, Release Management, Delivering projects on..., Defect Elimination, Quality Assurance, Certified Green Belt, CISSP, Sports Coaching, Volunteering, Requirements Analysis, Management, Servers, Leadership, IT Strategy
Education
SUNY Fredonia 1987 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Custard Insurance Adjusters November 2013 - Present
Genworth Financial February 2011 - June 2013
Liberty Mutual Insurance December 1997 - February 2011
Faruki Ireland & Cox P.L.L. December 1989 - December 1997
Skills
Insurance, Claim, Liability, Workers Compensation, Claims Management, Property & Casualty..., Legal Liability, General Insurance, Casualty, Litigation Management, Commercial Insurance, Claim Investigation, Risk Management, Subrogation, Accident, Underwriting, Casualty Insurance, Litigation
Education
Northwestern California University School of Law 2002 — 2006
Juris Doctorate, Law
Wright State University 1984 — 1986
Bachelor's degree, History Education
Sinclair Community College 1981 — 1984
Associate of Arts, Liberal Arts
SECU January 2014 - Present
SECU July 2004 - December 2013
The Wake Weekly June 2010 - June 2011
Genworth Financial 2001 - 2004
Blue Cross & Blue Shield of North Carolina August 1998 - July 2001
Progress Energy March 1989 - February 1996
Price Waterhouse September 1986 - March 1989
Davison Chemical Division of WR Grace March 1983 - September 1986
Santa Fe Community College September 1979 - February 1983
Skills
Project Management, Software Development, Analysis, Management, Leadership, Microsoft Office, Process Improvement, Vendor Management, Business Analysis, Change Management, Software Documentation, Public Speaking, Strategic Planning, Customer Service, Team Leadership, Software Project..., Visio, MS Project, Cross-functional Team..., SDLC, Databases, Access, Project Planning, Risk Management, COBOL, Disaster Recovery, Requirements Analysis, Mainframe, Microsoft Project
Education
Virginia Polytechnic Institute and State University 1966 — 1975
BS, Psychology
Santa Fe Community College 1979 — 1982
Associate's degree, Data Processing
Transamerica Life Insurance Company 2013 - Present
Cognizant Technology Solutions & ABACUS Consulting & Advisory 2002 - Present
Genworth Financial 2009 - 2013
GE Capital (GE Financial) 1997 - 2009
Phoenix Redevelopment, Inc 1994 - 1996
Skills
Mutual Funds, Insurance, Long-term Care, Compensation Structure..., Strategic Planning, Team Leadership, Distribution Strategies, Disability Insurance, Retirement, Health Insurance, Series 63, Negotiation, Business Acumen, Long Term Care Insurance, 401k, Employee Benefits, Leadership, Wealth Management, Relationship Management, Universal Life, Strategy, Financial Services, Investments, Compensation Structures, CRM
Education
Stanford University
Finance and Financial Management Services
Stanford University
Finance of Pensions & Retirement
University of Washington, Michael G. Foster School of Business 1989 — 1992
Bachelor of Science (BS), Business, Polic-Sci, English Literature, General Mathematics
Seattle Pacific University 1992 — 1994
Business, Finance & Entrepreneurialship, Poli-Sci & English
We Evolve Us March 2014 - Present
Microsoft February 2012 - March 2014
1901 Group September 2011 - December 2011
Genworth Financial February 2011 - June 2011
Pheon Technologies February 2009 - June 2011
Medco March 2009 - February 2011
Phil-Tech Computers February 2008 - February 2009
HSN May 2007 - July 2008
Pepsi Bottling Group November 2005 - May 2007
Skills
Network Administration, Unix, System Administration, Windows, Networking, Network Security, SharePoint, CCNA, Hardware, Windows Server, ITIL, Integration, Enterprise Software, DHCP, XP, Cloud Computing, Information Technology, Microsoft Technologies, System Deployment, Windows XP, Computer Hardware
Education
Skyline College 2008 — 2011
Bachelors Degree of Science, Management Information Systems
Genworth Financial 1991 - Present
Genworth Financial September 1998 - December 2002
Genworth Financial July 1991 - September 1998
Skills
Long-term Care, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Leadership, Retirement, Life Insurance, Universal Life, Disability Insurance, Estate Planning, Sales Management, Health Insurance, IRAs, Critical Illness, Medicare, Indexed Annuities, Whole Life, Financial Planners, Brokers, 401k, Series 6, Wealth, Employee Benefits, Underwriting, Mutual Funds, Series 63, Strategic Financial..., Financial Advisory, Variable Annuities, Roth IRA, Insurance Brokerage, Financial Planning
Education
Simpson College
Holiday Retirement 2015 - Present
FirstBank 2014 - Present
Mortgage Services III, LLC (Reverse Mortgage) 2012 - 2014
Genworth Financial October 2011 - 2012
Wells Fargo Home Mortgage 2011 - 2011
Bank of America 2007 - 2011
Acceptance Capital Mortgage 2005 - 2007
Skills
Reverse Mortgages, FHA, Mortgage Lending, Loan Origination, Mortgage Banking, Banking, Refinance, Customer Service, Credit, Real Estate, Sales, Residential Mortgages, Team Building, Home Equity Loans, Sales Management, Leadership, Management, VA loans, Negotiation, Mortgage Marketing, Marketing, Coaching, Investment Properties, USDA, Training, Mortgage Underwriting, Underwriting, Credit Analysis, Commercial Lending, Strategic Planning, FHA financing, Marketing Strategy, Contract Negotiation, Certified Mortgage..., Home Equity Lines of..., Mortgage, New Business Development, Public Speaking, Leadership Development, Start-ups, Government Loans, Recruiting, Customer Relations, Hiring, Problem Solving, Marketing Communications, Sales Skills Training, Senior Living..., Aging in Place, Consumer Lending
Education
Sonoma State University 1989 — 1993
BA, Communications
San Rafael High School 1985 — 1988
Mid-South Financial Group January 2015 - Present
GENWORTH FINANCIAL December 1999 - June 2015
Equifax Credit Card Processing Services October 1970 - October 1999
Skills
Long-term Care, Fixed Annuities, Insurance, Term Life Insurance, Life Insurance, Marketing, Marketing Strategy, Sales Management
Education
Southern Illinois University, Carbondale 1963 — 1967
BBA, Marketing
Pine Crest 1959 — 1963
High School Diploma, Marketing/Finance
Maven Benefit Solutions January 2011 - Present
Alphagraphics New Haven June 2012 - July 2013
Genworth Financial July 2004 - July 2012
The Cunneen Company 1996 - 2004
Skills
SEO, Business Development, Sales, SEM, Social Media, Small Business, Recruiting, Networking, Insurance, Life Insurance, Long-term Care, Fixed Annuities, Health Insurance, Consulting, Sales Management, Term Life Insurance, Long Term Care Insurance, Universal Life, New Business Development, Brokers, Financial Planners, Retirement Planning, Medicare, Retirement, Coaching, Series 6, Whole Life, Public Speaking, Account Management, Strategic Planning, Marketing, Customer Service, Critical Illness, Employee Benefits, Product Marketing, Insurance Brokerage, Disability Insurance, Marketing Communications, Team Building, Marketing Strategy, IRAs, Variable Annuities
Education
SCSU 1984 — 1988
Liberal Studies, Marketing, English, Communications
Southern Connecticut State University 1984 — 1988
Bachelor of Arts (B.A.), Marketing, Communications, English
Hamden High School 1980 — 1988
Genworth Financial November 2007 - February 2011
MetLife February 2002 - July 2007
MetLife Financial Services April 2003 - April 2005
John Hancock Life Insurance Company (U.S.A.) 1994 - 1997
John Hancock Life Insurance Company (U.S.A.) 1994 - 1997
Skills
Fixed Annuities, Business Development, Sales Management, Retirement Planning, Long-term Care, Series 63, Sales Operations, Sales, Term Life Insurance, New Business Development, Life Insurance, Retirement, Financial Advisory, Series 6, Insurance, Selling, 401k, Variable Annuities, Long Term Care Insurance
Education
Simmons College - Simmons School of Management 1991 — 1992
MBA, Business
Pacific Union Financial, LLC September 2013 - Present
Stearns Lending/FPF Wholesale December 2011 - August 2013
JPMorgan Chase June 2011 - December 2011
SunTrust Mortgage October 2010 - February 2011
Genworth Financial April 2007 - October 2010
CMG Mortgage January 2006 - April 2007
Alpine Lending May 2005 - January 2006
Triad Guaranty Mortgage Insurance December 2002 - May 2005
Skills
Mortgage Underwriting, Fraud Detection, Residential Mortgages, Mortgage Banking, FHA, Credit, Mortgage Lending, Mortgage Servicing, Underwriting, Loss Mitigation, Loan Servicing, Refinance, Loans, Credit Analysis, Loan Origination, Reverse Mortgages, VA loans, Construction Loans, USDA, FHA financing, Mortgage Marketing, Credit Risk, Consumer Lending, Real Estate Financing, Commercial Mortgages, Banking
Education
Shimer College 1978 — 1980
none, Liberal Arts
Shimer College 1978 — 1980
Liberal Arts and Sciences/Liberal Studies
BB&T September 2013 - Present
Genworth Financial May 2008 - February 2011
First Fidelity Mortgage 2000 - 2005
Skills
Microsoft Office, Workout, Account Management, Customer Service, Microsoft Excel, Loans, Leadership, Coaching, Outlook, Microsoft Word, Strategic Planning, Default, Visio, Public Speaking, Budgets, Financial Analysis, Event Planning, Process Improvement, Team Building, Fundraising, Marketing, Training, Risk Management, Management, Analysis, Access, Vendor Management, Banking, Data Analysis, Insurance
Education
Strayer University-Maryland 2009 — 2011
bachelor, BUSINESS MANAGEMENT
Shaw University 1985 — 1987
wallace rose hill
Selective Insurance January 2013 - Present
Elephant Auto Insurance June 2011 - January 2013
Genworth Financial March 2007 - January 2011
Wachovia Securities October 2005 - March 2007
Kenan-Flagler Business School November 2003 - June 2005
Zurich Scudder Investments November 1996 - January 2000
Skills
Insurance
Education
Salisbury University 1987 — 1991
B.A., Psychology
1st Reverse Mortgage USA July 2015 - Present
eHealth Inc July 2014 - July 2015
Genworth Financial January 2012 - July 2014
Generation Mortgage Co. October 2010 - January 2012
Bank of America 2007 - 2009
Liberty Reverse Mortgage (a Genworth Financial Company) 2005 - 2008
Skills
FHA, Loan Origination, Mortgage Lending, Mortgage Banking, Reverse Mortgages, FHA financing, Loans, Residential Mortgages, Refinance, Certified Mortgage..., Home Equity, Real Estate Financing, Real Estate, Banking
Education
Sierra College
United Capital Financial Advisers, LLC September 2013 - Present
Genworth Financial January 2012 - Present
New York Life Insurance Company November 2009 - January 2012
New York Life Long-Term Care July 2003 - November 2009
New York Life Insurance August 2001 - June 2003
Agents and Brokers of America 1999 - 2000
Skills
Business Development, Strong Communication..., Strategic Planning and..., Communication Skills, Strategic Planning, Retirement Planning, Program Management, Long-term Care, Team Building, Marketing Strategy, Leadership, Fixed Annuities, 401k, Cross-functional Team..., IRAs, Marketing, Insurance, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Retirement, Employee Benefits, Life Insurance, Series 6, Financial Services, Sales, Variable Annuities, Series 63, Customer Service, Health Insurance, Financial Planners, FINRA, Estate Planning, Life & Health Insurance..., Mutual Funds, Series 7, Whole Life, Roth IRA, Series 65, Wealth Management, 401k Rollovers, Series 24, Securities, Asset Allocation, Strategic Financial..., Investments, Financial Advisory, Investment Advisory, Permanent Life Insurance, Risk Management
Education
St. Edward's University 1998 — 2002
Bachelors of Arts, Organizational Communication
Pekin Life Insurance Company June 2015 - Present
Allstate Insurance Company July 2010 - Present
Asset Source Inc. January 2010 - July 2010
Genworth Financial November 2004 - February 2009
Genworth Financial March 2000 - November 2004
Guardian Life Insurance Company January 1997 - March 2000
JOHN ALDEN FINANCIAL CORPORATION August 1994 - January 1997
JOHN ALDEN FINANCIAL CORPORATION August 1992 - August 1994
JOHN ALDEN FINANCIAL CORPORATION July 1991 - July 1992
MERRILL LYNCH, PIERCE, FENNER AND SMITH, INC August 1983 - February 1991
Skills
Fixed Annuities
Education
St. Francis University 1977 — 1981
BA, Economics
Visa July 2010 - Present
CSC February 2009 - July 2010
Satyam Computer services Limited November 2006 - January 2009
Patni Computer Systems August 2004 - November 2006
Genworth Financial 2005 - 2006
Ybrant Digital 2004 - 2005
Skills
Enterprise Architecture, WebSphere MQ, Shell Scripting, Java Enterprise Edition, Agile Methodologies, WebSphere Application..., Unix, Data Warehousing, Websphere, Java, SDLC, SOA, Hadoop, ETL, Unix Shell Scripting, Weblogic, Web Services, Solaris, Spring, DB2
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2004 — 2007
MBA, IT
Cetera Investment Services August 2015 - Present
Becker Youth Sport Shooting Association / Becker High School November 2013 - Present
Xcel Energy July 2014 - April 2015
Producer Support Services April 2011 - July 2014
Cabela's April 2013 - March 2014
Federal Employee Benefit Solutions, LLC March 2012 - October 2012
Genworth Financial February 2011 - October 2012
Knights of Columbus July 2009 - October 2010
DHL November 1993 - October 2008
Skills
Customer Service, Tax Preparation, Retirement Planning, Tax-planning, Retail, Distribution Center..., Inventory Control, Lean Manufacturing, Sporting Goods, Hunting, Ammunition manufacturing, Business start-up..., Long-term Customer..., Operations Management, Tax Planning, Marketing
Education
University of Saint Thomas 2001 — 2003
BA, Sociology
St. Cloud State University 1997 — 2001
BA, Sociology
Superior Mobile Medics August 2013 - Present
Life Line Screening February 2001 - August 2013
Life Line Screening January 2008 - September 2011
Life Line Screening January 2006 - December 2007
Life Line Screening February 2001 - December 2005
Genworth Financial October 1999 - February 2001
Emerald Connect, Inc. April 1994 - October 1999
CB Richard Ellis September 1984 - April 1994
Skills
International..., Business Launch, Start-ups, Healthcare, Public Speaking, Business Strategy, Business Development, Commercial Real Estate, Sales Operations, International Business..., Management, Go-to-market Strategy, Leadership, Mergers & Acquisitions, Strategic Planning, Sales, Marketing Strategy, New Business Development, Training, Marketing, Sales Management, Program Management, Team Building, Coaching, P&L Management, Negotiation, Human Resources, Lead Generation, Executive Management, Entrepreneurship, Customer Service, Business Planning, Leadership Development, Account Management, Product Marketing, Strategy, Cross-functional Team..., Business Efficiency
Education
San Diego State University-California State University
Bachelor of Science (BS), Business/Marketing
INDIVIOR July 2015 - Present
Genworth Financial October 2012 - July 2015
MeadWestvaco September 2006 - November 2011
Wachovia Securities October 2003 - March 2006
Wachovia Corporation July 2002 - October 2003
Circuit City February 2000 - April 2002
Circuit City July 1998 - February 2000
Circuit City June 1997 - June 1998
Skills
Process Improvement, Project Coordination, Project Implementation, Project Planning, SAP HR, Kronos, HRIS, Adobe Acrobat, Visio, Google Docs, Lotus Notes, Outlook, MS Office Suite, Onboarding, Talent Management, Invoicing, PeopleSoft, Customer Service, PowerPoint, Word, Employee Relations, Talent Acquisition, Problem Solving, Applicant Tracking..., Interviewing, Documentation, Spreadsheets, Scheduling, Microsoft Office, Excel, Access, Performance Management, Interviews, Software Documentation, Microsoft Excel
Education
South University 2010 — 2016
Business Administration, Human Resources
J. Sargeant Reynolds CC 1989 — 1995
N/A, Business Administration/Accounting
Currently attend South University Online
Business Administration/Human Resource Management
Genworth Financial July 2013 - Present
Corporate Brokers, LLC September 2012 - July 2013
Private Family May 2012 - August 2012
Alpha Sigma Tau Sorority, Inc March 2011 - November 2011
Annapolis Community Boating June 2011 - August 2011
Private Family May 2010 - August 2010
Crofton Children Centre May 2008 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Strategic Planning, Negotiation, Talent Management
Education
Salisbury University 2009 — 2012
Bachelors of Art, Conflict Analysis
Genworth Financial May 2008 - Present
Skills
Insurance, Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Team Building, Process Improvement, Public Speaking, Training, Microsoft Office, Analysis, Customer Service, Leadership, Program Management, Strategic Planning, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Editing, Risk Management
Education
State University of New York College at Old Westbury
Genworth Financial January 2006 - Present
Lincoln Financial Group November 2004 - January 2006
MassMutual Financial Group November 1987 - November 2004
Skills
Claims, Annuity, Long Term Care, Insurance
Education
Springfield Technical Community College 1987 — 1993
A.S, Business Administration, 3.89 GPA
Genworth Financial May 2014 - Present
Data Facts, Inc. August 2005 - May 2014
International Distribution Systems May 1992 - July 2005
Skills
Account Management, New Business Development, Sales Management, Marketing Strategy, Mortgage Lending, Credit, Customer Service, B2B, Selling, Cold Calling, Salesforce.com, Business Development, Solution Selling, Sales, Strategic Planning, Contract Negotiation, Sales Process, Team Building, Customer Retention, Marketing, Negotiation, Direct Sales, Sales Presentations, Recruiting
Education
Southern Nazarene University 1983 — 1987
Bachelors, Business Administration
Fisher College of Business August 2015 - Present
CPA firm August 2014 - July 2015
Nationwide Bank August 2013 - July 2014
Fisher College of Business March 2012 - May 2013
The Ohio State University 2012 - 2013
The Ohio State University 2010 - 2013
Nostalgia Home Fashions 2011 - 2012
Genworth Financial 2011 - 2011
Internal Revenue Service 2010 - 2010
Industrial and Commercial Bank of China 2010 - 2010
Skills
Microsoft Excel, Microsoft Office, Budgets, Corporate Finance, Customer Service, Marketing, Analysis, Auditing, Leadership, Management, Data Analysis, Financial Analysis, Risk Management, Accounting
Education
The Ohio State University Fisher College of Business 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance
The Ohio State University 2010 — 2013
Bachelor of Science (BS), Accounting and Finance
Southeast Missouri State University 2008 — 2010
Bachelor of Science (BS), International Business
Cape Central High School 2007 — 2008
Shandong Experimental High School 2005 — 2007
Springfield Technical Community College June 2013 - Present
Springfield College September 2011 - Present
Westfield State University January 2011 - Present
Holyoke Community College September 2010 - Present
Bay Path College September 2010 - Present
American International College September 2010 - Present
Corbin & Tapases, PC 2006 - 2010
Genworth Financial 2004 - 2006
GE Financial Assurance 2002 - 2004
Lincoln Financial Group 1999 - 2002
Skills
Financial Accounting, Program Management, Human Resources, Time Management, Management Consulting, Microsoft Excel, Coaching, Financial Reporting, Auditing, Public Speaking, Nonprofits, Leadership, Management, Managerial Accounting, Taxation, Tax Research, Marketing, Corporate Finance, Quickbooks Professional..., US GAAP, GAAS, FASB, GASB, IFRS, SEC, Sarbanes-Oxley Act, IRS VITA, Corporate & Individual..., Microsoft Office, Peachtree, Accounting
Education
Western New England University 1998 — 2001
MBA in Accountancy/MBA in Management, Business Management - Summa Cum Laude
Westfield State University
BS - Marketing, Business Management - Cum Laude
Springfield Technical Community College
AS - Business Administration, Business Management - Certificate of Academic Achievement/National Dean's List, 1991-1992
Cornell University
Certificate, Completion of 'Executive Management Training Program' Designation
Quickbooks Accounting Software
Toastmasters International
General Electric Company, Inc.
'Six-Sigma' Green Belt Quality Certification, Quality Control Management
Academy of Life Underwriting
Completion of Examinations 1 & 2
LOMA Insurance Education Program
Completion of Examinations 1-6/Certificate, 'Associate in Marketing & Customer Service' Designation
American International College
Certified Distance Educator
The Annuity Source, Inc. September 2013 - Present
HomeStreet Bank June 2012 - August 2013
Genworth Financial August 2007 - February 2008
Symetra Investment Services May 2006 - February 2007
Symetra Investment Services September 2005 - May 2006
Talbot Financial Services, Inc. March 2002 - September 2005
Banc of America Investment Services, Inc. September 1992 - March 2002
Skills
Sales Management, Annuities, Team Building, Strategic Partnerships, Insurance, Investments, Coaching, Customer Relations, Relationship Development, Cross Selling, Sales Presentations, Mentoring, Public Speaking, Banking, Sales Process, Fixed Annuities, Sales, Retirement Planning, Asset Management, Customer Service, Series 7, Marketing, Financial Services, Team Leadership, Consulting
Education
Seattle University 1990 — 1992
BA, Business Management
Rainier Beach High School
Office Depot 2014 - Present
Nitek LLC 2013 - 2014
Troxell Communications 2011 - July 2012
Learning.com 2008 - 2010
Fourier Systems 2007 - 2008
Apex Learning 2006 - 2007
Wright Business Institute October 2005 - October 2006
Swift Optics November 2004 - July 2005
LEGO February 2000 - September 2004
Genworth Financial 1998 - December 1999
Skills
Blogging, Solution Selling, Staff Development, E-learning, Higher Education, K-12, E-Learning, Educational Technology, Salesforce.com, Leadership, Sales, Selling, Training, Sales Operations, Sales Management, Business Development, Management, Sales Presentations, Coaching, Strategy, Program Management, Consulting, Sales Process, Networking, Marketing Strategy, Customer Retention, Direct Sales, Cold Calling, Strategic Partnerships, SaaS, Lead Generation, Account Management, Trade Shows, B2B, Customer Satisfaction, New Business Development, CRM, Start-ups, Product Marketing, Team Building, Marketing, Product Management, Strategic Planning, Channel Partners, Enterprise Software, Key Account Management, Team Leadership, Cloud Computing, Entrepreneurship, Business Planning
Education
St. Joseph's College (IN)
Bachelor of Science (B.Sc.), Finance
E-business Entrepeneur July 2014 - Present
Bank of America August 2009 - July 2014
Wachovia, A Wells Fargo Company December 2007 - June 2009
United Guaranty Corporation February 2006 - July 2008
UNITED GUARANTY MORTGAGE INSURANCE February 2006 - December 2007
Triad Guaranty 2007 - 2007
Genworth Financial 2004 - 2006
Countrywide Home Loans 1999 - 2003
Skills
Underwriting, Banking, Credit, Credit Analysis, Credit Risk, Customer Service, FHA, Investment Properties, Leadership, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Quality Assurance, Refinance, Residential Mortgages, Six Sigma, Time Management
Education
Southern Nazarene University 1998 — 2000
BS, Organizational Leadership/Business Management
Southwestern Oklahoma State University 1993 — 1998
Associate, Business Management
Cheyenne High School 1989 — 1993
HS Diploma
Nationwide Financial 2013 - Present
Genworth Financial 2013 - October 2013
Jackson National Life 2011 - 2013
Dreyfus 2008 - 2011
OppenheimerFunds Inc 2002 - 2008
OppenheimerFunds 2003 - 2007
Morgan Stanley 2000 - 2002
JP Morgan Chase 1999 - 2000
The Chase Manhattan Bank 1996 - 1999
Skills
Series 7, Series 66, Public Speaking, Conflict Resolution, Time Management, Investments, Financial Advisory, Mutual Funds, Annuities, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Separately Managed..., Retirement, Investment Strategies, Investment Advisory, Consultative Selling, Securities, Wholesaling, Bonds, Fixed Income, Equities, Managed Accounts, Financial Markets, Sales Management, New Business Development, Banking, Customer Relations, Customer Service, Salesforce.com, Marketing Strategy, Leadership, Long Term Care Insurance, Uniform Combined State..., Fixed Annuities, Selling, Life Insurance, Strategic Financial..., Sales, Financial Planning
Education
State University of New York - System 1992 — 1997
Chemistry / Education
Amityville
Sutter Health Plus October 2014 - Present
Berco Redwood and Berry Lumber November 2013 - October 2014
VSP Vision Care April 2011 - October 2013
IntelliQuote November 2008 - April 2010
Genworth Financial November 2006 - November 2008
The Berry Company March 2004 - November 2006
Bella Sole November 2001 - March 2004
Red Lion Hotels June 1992 - January 1999
Skills
Sales, Customer Service, Customer Satisfaction, Life Insurance, Health Insurance, General Insurance, Retail Sales, Corporate Sales..., Mortgage Insurance, consumer sales, Hospitality Management, Competitive Analysis, Insurance
Education
Sierra College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Kemper Corporation 2010 - 2013
ALICO 2008 - 2010
Genworth Financial 2006 - 2008
Genworth Financial 2003 - 2006
GE Capital 1996 - 2003
Skills
Strategic Financial..., Finance, Mergers & Acquisitions, IPO, Enterprise Risk..., Capital Management, Life Insurance, P&C Insurance, Global Sourcing, Insurance Regulatory, Leadership, Strategy, Insurance
Education
Southern New Hampshire University
B.S., Accounting and Finance, Summa Cum Laude
Bluestone Process Dynamics, LLC. January 2009 - Present
PMI Central Virginia Chapter January 2014 - Present
AIIM Old Dominion Chapter July 2014 - Present
University of California Irvine Extension 2014 - Present
Virginia Commonwealth University 2004 - Present
PMI Central Virginia Chapter 2001 - Present
AIIM Old Dominion chapter July 2012 - July 2014
Genworth Financial August 2000 - January 2009
Boston University September 2001 - 2008
GE Financial Assurance (GEFA) 1995 - 2000
Skills
Project Management, Program Management, Process Improvement, Metrics, Healthcare Information..., Team Management, Records Management, Security, Scrum, Change Management, Six Sigma, Leadership, Business Process..., SharePoint, Cross-functional Team..., Risk Management, Project Portfolio..., PMO, PMP, Training, Quality Assurance, SDLC, Management, Vendor Management, Team Leadership, Software Documentation, Requirements Analysis, Software Project..., Integration, Business Analysis, Enterprise Architecture, Business Process, Budgets, Strategy, Information Technology, Enterprise Software, Governance, IT Management, Management Consulting, IT Strategy, Consulting, Policy, Analysis, MS Project, CRM, Outsourcing, Requirements Gathering, Process Engineering, Strategic Thinking, Microsoft Project
Education
Seattle Pacific University - School of Business and Economics 1986 — 1993
B.S., Computer Science
Athene Annuity & Life Assurance Company 2011 - Present
Genworth Financial June 2007 - January 2010
Merrill Lynch Insurance Group 1995 - 2007
Skills
Customer Service
Education
State University of New York College at Cortland 1975 — 1979
B.S.
California Insurance Services January 2004 - Present
California Long Term Care Insurance Services January 2004 - Present
Genworth Financial January 1996 - January 2004
Skills
Long-term Care, Fixed Annuities, Disability Insurance, Life Insurance, Insurance, Employee Benefits, Term Life Insurance, Retirement Planning, Brokers, 401k, Critical Illness, Financial Planners, Investments, Leadership, Estate Planning, Long Term Care Insurance, Management, Risk Management, Sales, Underwriting, Whole Life, Universal Life
Education
San Jose State University 1986 — 1990
BS Business, Business Administration/Marketing
Guy Carpenter & Company July 2013 - Present
Genworth Financial October 2000 - July 2013
GE Financial Assurance 2000 - 2004
FGIC 1998 - 2000
Financial Guaranty Insurance Company 1998 - 2000
BEP International January 1994 - December 1997
Arthur J. Gallagher & Co. 1990 - 1994
Skills
Reinsurance, Capital Management, Risk Management, Insurance, Commercial Insurance, Brokers, Underwriting, Life Insurance, Enterprise Risk..., Actuarial Science, General Insurance, Claim, Liability, Casualty, Professional Liability, Property & Casualty..., Financial Risk, Solvency II, Claims Management, Captives, Legal Liability, Fixed Annuities, Insurance Brokerage, Health Insurance, Economic Capital, Casualty Insurance
Education
State University of New York College at Oneonta 1980 — 1983
BS, Business Economics
US Bank Home Mortgages May 2014 - Present
Interthinx March 2013 - May 2014
Solomon Edwards Group, LLC October 2011 - January 2013
Genworth Financial January 2006 - September 2011
Preferred Home Mortgage January 2004 - December 2005
Washington Mutual/PMI January 2002 - December 2003
Heartland Bank January 2000 - January 2002
Skills
Loans, Mortgage Lending, Underwriting, Credit Analysis, Banking, Customer Service, Financial Analysis, Microsoft Excel, Loan Origination, Mortgage Banking, Mortgage Underwriting, Training, Due Diligence, Financial Risk, Loan Servicing, Commercial Banking, Mortgage Servicing, Refinance, Mergers & Acquisitions, Investments, Finance, Commercial Mortgages, Valuation, Asset Management, Securitization, Management, Consumer Lending, Executive Management, Cash Flow, Fraud, Financial Modeling, Residential Mortgages, Leadership, FHA, Relationship Management, Financial Services, Auditing, CRM, Insurance, Strategic Planning, Analysis, Risk Management, Portfolio Management, Loss Mitigation, Funding, Financial Structuring, Credit Risk, Commercial Lending, Retail Banking, Internal Audit
Education
Southern Methodist University - Cox School of Business 1997 — 2001
MBA, Finance
University of Missouri-Columbia 1988 — 1992
BS, Accounting
Reinsurance March 2014 - Present
Travelers April 2013 - March 2014
Sharp Technical Resources at ESPN October 2012 - April 2013
PCS 2012 - October 2012
Affinion Group June 2009 - May 2012
Hedge Fund in Westport CT May 2010 - October 2010
Open Solutions March 2009 - June 2009
Genworth Financial June 2006 - February 2009
General Electric February 2000 - June 2006
Unilever 1999 - 2000
Skills
Agile Methodologies, Agile Project Management, PMI, Infrastructure, VMware, Cisco Technologies, Microsoft SQL Server, Servers, SDLC, Network Security, Project Management, Program Management, Quality Assurance, Mentoring, Six Sigma, Lean IT, Scrum, Security, Vendor Management, IT Management, Data Center, Disaster Recovery, Business Process, Business Analysis, Project Portfolio..., Software Development, PMO, Enterprise Software, Process Improvement, Software Documentation, Outsourcing
Education
Southern Connecticut State University 1989 — 1993
BS, Corporate Communications, 3.51
Fairfield High School 1986 — 1989
Chevron January 2015 - Present
Chevron November 2008 - Present
Genworth Financial September 2008 - November 2008
Carl Zeiss Meditec March 2008 - September 2008
Sugar Inc. October 2007 - February 2008
Salesforce.com June 2006 - September 2007
Live365 February 2000 - May 2005
Skills
Technical Support, Blackberry, Infrastructure, Customer Service, Cloud Computing, SQL, Agile Methodologies, Project Management, VMware, SaaS, HTML, Windows Server, Servers, Troubleshooting, Unix, Enterprise Software, Windows 7, System Administration, Integration, SharePoint, Disaster Recovery, Quality Assurance, Active Directory, ITIL
Education
Free Code Camp 2015 — 2018
Full Stack Web Development
San Jose State University
Crimson Ridge Meadows April 2015 - Present
Crimson Ridge Gardens May 2010 - July 2014
Greater Rochester Area Partnership for the Elderly (G.R.A.P.E.) June 2011 - June 2013
Women's Rochester District Golf Association January 2011 - December 2012
Genworth Financial October 2008 - December 2011
Greater Rochester Area Partnership for the Elderly (G.R.A.P.E.) 2007 - 2009
Catholic Family Center 1996 - 2009
Home Instead Senior Care March 2004 - September 2008
Hutchins/Young & Rubicam November 1982 - May 1998
Skills
Managed Care, Elder Care, Long-term Care, Medicare, Home Care, Healthcare, Medicaid, Healthcare Management, Marketing, Strategic Planning, Case Managment, Mental Health, Public Speaking, Community Outreach, Fundraising, Nonprofits, Event Planning, Program Development, Volunteer Management, Hospitals, Leadership, Team Building, Leadership Development
Education
St. John Fisher College 1979 — 1982
BA, Communications/Management
Mercy High School
HSBC June 2010 - Present
Genworth Financial August 2009 - June 2010
Metlife Investments May 2004 - August 2009
Accenture August 1999 - August 2003
Black and Veatch March 1998 - August 1999
Skills
Mortgage Prepayment..., Regulatory Stress..., Agency MBS and Consumer..., Market Risk Liquidity..., Investment Portfolio..., Volcker Rule Framework, Polypaths, Intex, Yieldbook, VB Excel, Large data sets from..., IR Options, Fixed Income, Risk Management
Education
New York University - Leonard N. Stern School of Business
MBA
Stanford University
MS
University of California at Berkeley
BS
Genworth Financial September 2010 - Present
Genworth Financial 2008 - September 2010
Genworth Financial August 2006 - February 2008
Capital One June 1999 - July 2006
3M May 1998 - August 1998
Hewlett-Packard 1994 - 1997
3M 1992 - 1993
Skills
SAS, Data Analysis, Asset Liability..., Liquidity Management, Statistical Modeling, CFA Level II Candidate, Analytics, Financial Modeling, Leadership, Predictive Modeling, Data Mining, Predictive Analytics, Database Marketing, Analysis, Business Analysis, Management, Risk Management
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
Master of Business Administration (MBA)
Shanghai Jiao Tong University 1988 — 1992
Bachelor
Genworth Financial January 2005 - Present
Fonville Morisey Builder Marketing Group March 2004 - January 2005
Georges Direct August 1998 - September 2003
Rx Express Marketing October 1996 - August 1998
WECT-TV May 1996 - May 1997
WKRC-TV November 1994 - May 1996
Skills
Media Relations, Marketing Communications, Public Relations, Direct Marketing, Corporate Communications, Internal Communications, Integrated Marketing, Marketing Strategy, Email Marketing, B2B Marketing, Marketing, Segmentation, Direct Mail, Market Research, Copywriting, Strategic Communications, Corporate Branding, Online Marketing, Camera Operating, Teleprompter Operation, Advertising, Business Development, Creative Direction
Education
State University of New York College at Oneonta 1990 — 1993
Bachelor of Science (BS), Speech Communications
Ulster County Community College 1989 — 1990
Genworth Financial June 2008 - Present
Heartland Wholesale Funding July 2007 - October 2007
Freddie Mac August 2006 - December 2006
Washington Mutual December 2004 - May 2006
Washington Mutual Bank 2005 - 2006
Washington Mutual August 2003 - December 2004
Education
Seattle Central College 1990 — 1992
Great Falls Central Catholic High School 1965 — 1969
dipolma, various
Genworth Financial October 2011 - Present
Genworth Financial (formerly GE Financial) October 2004 - October 2011
Genworth Financial November 2000 - October 2004
Apex Systems February 1997 - October 2000
U.S. Navy April 1986 - January 1997
Skills
Six Sigma, Process Improvement, SDLC, Vendor Management, IT Operations, Requirements Gathering, PMP, IT Management, Enterprise Architecture, Requirements Analysis, ITIL, Visio, IT Strategy, Business Analysis, Business Intelligence, Change Management, Project Management, SharePoint, Systems Analysis, Disaster Recovery, Software Project..., Integration, Networking, Data Warehousing, Program Management, Project Portfolio..., Data Migration, IT Service Management, Leadership, Business Process, Solution Architecture, Salesforce.com, Business Objects, Software Documentation, Information Technology, Business Process..., Data Modeling, Security, Software Development, SQL, Microsoft SQL Server, System Administration, Databases, Cloud Computing, SOA, Active Directory
Education
St. Joseph's College (IN) 1984 — 1986
Computer Science
American Marketing Association April 2015 - Present
First Tech Federal Credit Union February 2015 - Present
American Marketing Association March 2014 - December 2014
Genworth Financial September 2008 - March 2014
Subaru of America, Inc. February 2002 - August 2008
Brintnall & Nicolini, Inc. July 1998 - July 2001
Eugene Weekly May 1997 - June 1998
Skills
Advertising, Brand Management, Marketing, CRM, Digital Marketing, Marketing Communications, Sales, Cross-functional Team..., Strategic Partnerships, Marketing Strategy, Online Advertising, Product Launch, Business Development, Strategy, Sales Management, Public Relations, Customer Satisfaction, Integrated Marketing, Email Marketing, Lead Generation, Market Research, SEM, SEO, B2B, PPC
Education
Temple University 2000 — 2002
MBA
University of Oregon 1995 — 1997
BofA
Southern Oregon University 1994 — 1996
AT & T Mobility July 2007 - Present
AT&T Mobility 2007 - Present
SunTrust Bank January 2007 - July 2007
Genworth Financial July 2006 - January 2007
RR Donnelley December 2005 - July 2006
Education
Sri Krishnadevaraya University 1992 — 1996
Genworth Financial October 2002 - Present
Education
State University of New York College at Cortland 1990 — 1994
BS, Economics/Management Science
Virtua Health May 2008 - Present
Genworth Financial 2005 - 2008
Mosaic 2001 - 2005
Education
Salve Regina University
Genworth Financial RNVisiting Nurse Association
Education
San Jose State University 1970 — 1973
BS, Nursing
Genworth Mortgage Insurance 1993 - Present
Genworth Financial 1993 - Present
GE Mortgage insurance August 1991 - Present
Genworth Mortgage insurance August 1991 - Present
Skills
Mortgage Banking, Sales Management, Risk Management, Account Management, Relationship Management, Banking, Strategic Planning, Team Leadership, Mortgage Lending, Insurance, National Accounts, Underwriting, Product Management
Education
Seminole State College of Florida 1981 — 1983
EAA Portfolio Advisers LLC July 2014 - Present
Portigon Financial Services April 2013 - July 2014
Genworth Financial November 2010 - March 2013
Syncora Guarantee Inc. (f/k/a XL Capital Assurance Inc.) April 2003 - October 2010
Fitch Ratings April 2001 - April 2003
FGIC 1997 - 2001
MBIA November 1992 - April 1997
Skills
Securitization, Credit, Portfolio Management, Residential Mortgages, Financial Risk, Structured Finance, Risk Management, ABS, Underwriting, CDO, Investments, Capital Markets, Securities, Loans, Fixed Income, Financial Modeling, Valuation, Bonds, Asset Management, Credit Risk, Structured Products
Education
State University of New York at New Paltz 1982 — 1986
Finance
Retired and enjoying it! September 2013 - Present
United Healthcare April 2008 - September 2013
Toastmasters International 1990 - August 2011
Actuaries' Club of Hartford and Springfield June 2009 - May 2010
Sun Life Financial June 2007 - January 2008
Genworth Financial January 2001 - June 2007
Genworth Financial 2000 - 2007
The Phoenix Companies June 1984 - April 2001
Phoenix Home Life 1984 - 2000
Aetna 1981 - 1984
Skills
HIPAA, Insurance, Health Insurance, Employee Benefits, Process Improvement, Data Analysis, Analysis, Project Management, Business Analysis, Management, Leadership, Business Process..., Human Resources, Business Process, Strategy, Healthcare, Training, Vendor Management, Team Building, Program Management, Change Management
Education
University of New Hampshire 1969 — 1973
M.S., Mathematics
Smith College 1965 — 1969
BA, Mathematics
Glen Cove High School 1961 — 1965
Mathematics, Science, Latin, and everything else!
The LTC MD April 2009 - Present
Retirement Planning Solutions & Insurance March 2009 - Present
Marsh PCLIS December 2007 - March 2009
Genworth Financial May 2003 - December 2007
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Retirement, Employee Benefits, Health Insurance, Investments, Leadership, Brokers, Critical Illness, Health Savings Accounts, Term Life Insurance, Medicare, Underwriting
Education
St. Louis Community College 1974 — 1976
Associates Degree, Business Administration and Management, General
Clayton High 1969 — 1973
Genworth Financial Claim RepresentativeAetna Life & Casualty1969 - 1992
Education
San Jose State University 1963 — 1965
Art
Camden High School 1957 — 1961
General Studiesn
Sloan Insurance Services July 2015 - Present
Genworth Financial May 2005 - July 2015
Sanmina January 1999 - March 2005
Skills
Long Term Care Insurance, Series 6, Universal Life, Series 63, Financial Services, General Insurance, Risk Management, Whole Life, Medicare
Education
San Diego State University-California State University 1982 — 1985
Genworth Financial Account MnagerHuntington National Bank2003 - Present
Education
Southern Methodist University 1981 — 1985
Cyphre, LLC October 2013 - Present
GE Money April 2004 - October 2013
Genworth Financial 2003 - 2004
Skills
Credit Cards, Marketing Strategy, Segmentation, Direct Marketing, Relationship Management, Strategic Planning, Vendor Management, Analytics, Financial Services, CRM, Strategic Partnerships, Strategy, Cross-functional Team..., Product Management, Management, Business Development
Education
Southern Methodist University 1974 — 1977
Genworth Financial June 2012 - Present
Genworth Mortgage Insurance November 2007 - June 2012
Wachovia, A Wells Fargo Company July 2005 - November 2007
SouthTrust Bank 2001 - 2005
Skills
Financial Analysis, Commercial Banking, Credit, Banking, Analysis, Strategic Planning, Budgets, Loans, Mortgage Lending, Commercial Lending, Portfolio Management, Risk Management, Cash Management, Investments, Microsoft Excel, Training, Training Delivery, Quality Assurance
Education
State University of New York College at Oneonta 2007 — 2012
Bachelor of Business Administration (BBA), Management
Strayer University 2007 — 2012
Bachelors, Business Administration
Stearns Lending (NMLS #1854) April 2014 - Present
PMAC Lending Services Inc. April 2013 - April 2014
Genworth Financial July 2007 - April 2013
Skills
Loan Origination, Credit, Account Management
Education
Sonoma State University 1999 — 2001
Bachelor of Business Administration (BBA), Accounting and Finance
Genworth Financial February 1996 - Present
Education
Santa Fe University of Art and Design
various Clients 2009 - Present
Genworth Financial 2003 - 2009
Genworth Financial 2000 - 2003
Skills
Insurance, Risk Management, Analysis, Medicare, Long Term Care Insurance, Life Insurance, Insurance Law, Government, Long-term Care, Leadership, Business Process..., Fixed Annuities
Education
San Jose State University
Master of Arts & Baccalaureate
Michelin September 2011 - Present
Genworth Financial May 2010 - August 2011
AXA Advisors January 2008 - May 2010
Central Transport January 2007 - November 2007
BKM Rources, Inc. March 2006 - December 2006
Jevic Transportation March 2004 - March 2006
Roadway Express October 1998 - April 2004
Morgan Stanley Dean Witter September 1993 - October 1998
Skills
Business Development, Customer Service, New Business Development, Sales, Sales Operations, Insurance, Management, Sales Management, Team Building, Training, Strategic Planning, Pricing, Negotiation
Education
Saint Peter's University 1987 — 1991
BS, Marketing
Lakewood High School 1983 — 1987
Academic
Cetera Financial Specialists LLC 2012 - Present
Genworth Financial Investment Services (A Cetera Company) September 2010 - 2012
Genworth Financial 2004 - 2010
Jackson National Life 2002 - 2004
Skills
Fixed Annuities, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Asset Allocation, Finance, Financial Advisory, Financial Planning, Financial Services, Insurance, Investments, Life Insurance, Long-term Care, Retirement, Series 6, Uniform Combined State...
Education
St. Norbert College 1993 — 1997
Genworth Financial Trainer - Technical SpecialistGenworth Financial, formerly General Electric2004 - Present
Education
San Francisco State University
Legacy Marketing Group October 2014 - Present
Genworth Financial September 2010 - October 2014
Legacy Marketing Group January 2006 - April 2010
Legacy Marketing Group January 2000 - January 2006
Legacy Marketing Group January 1998 - January 2000
Firemans Fund Insurance Company April 1995 - January 1998
Education
Santa Rosa Junior College
Business, Marketing
Cummins Inc. June 2014 - Present
Cummins Inc. July 2013 - June 2014
Cummins Inc. October 2010 - July 2013
Genworth Financial January 2010 - October 2010
Max Hypermarket India Private Limited November 2007 - January 2010
Skills
Solution Architecture, Database Administration, ETL, Data Warehousing, Teradata, Oracle, Microsoft SQL Server, Unix, Requirements Analysis, Solution Implementation, Performance Tuning, Oracle RAC, High Availability, Unix Shell Scripting, PL/SQL, Data Guard, Oracle ASM, Backup and recovery, Shell Scripting, Data Migration, DB2, SDLC
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2005 — 2008
Master of Computer Applications (MCA), Computer Science
University of Calicut 2001 — 2005
Bachelor of Science (BSc), Mathematics
Burgess Design Senior Vice President, Commercial Real Estate InvestmentsGEFebruary 1985 - April 2005
Genworth Financial (formerly GE Financial Assurance) 1985 - 2005
Genworth Financial 1985 - 2005
Education
Seattle University 1973 — 1976
BA
Genworth Financial
Skills
SDLC, Requirements Analysis, Oracle, Software Project..., PMP, Microsoft SQL Server, SOA, Software Development, Project Management, COBOL, Web Services, VB.NET, SQL, Integration, Requirements Gathering
Education
North Carolina State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Services Management
Sathyabama University 1989 — 1993
bachelors
Independent Insurance Specialist March 2012 - Present
Forethought Financial Group, Inc. February 2010 - January 2012
Pennsylvania Life Insurance February 2008 - April 2010
Genworth Financial March 2006 - May 2007
Skills
New Business Development, Operations Management, Training, Team Building, Negotiation, Long-term Care, Fixed Annuities, Medicare, Marketing Strategy, Insurance, Sales, Sales Management, Management, Customer Service, Direct Sales, Budgets, Property & Casualty..., Health Insurance, Cold Calling, Small Business, Employee Benefits, Life Insurance, Recruiting, Retirement Planning, Term Life Insurance, Disability Insurance, Marketing
Education
Southern Illinois University, Carbondale 1988 — 1992
A.J., Business Management
Nuveen Investments April 2012 - Present
Sun Life Financial March 2009 - March 2012
Genworth Financial January 2008 - March 2009
Hartford Leaders May 2005 - December 2007
Smith Barney/Citigroup November 2002 - May 2005
Skills
Series 7, Series 63, Annuities, Mutual Funds
Education
Salisbury University - Perdue School of Business 1999 — 2002
Bach of science, Finance
twin valley
Shoreline Center For Family Counseling and Psychotherapy April 2013 - Present
Town of Guilford September 2008 - Present
CVS Pharmacy March 2011 - February 2012
Genworth Financial September 2007 - April 2009
Education
Springfield College 1998 — 2001
BS, Human Services
The World Bank August 2015 - Present
Affordable Housing Institute September 2013 - July 2015
Genworth Financial December 2004 - September 2013
Friesland Campina Dairy Foods 1993 - 2000
CLSA 1990 - 1992
Skills
Risk Management, International Business..., Joint Ventures..., Corporate Banking, Residential Mortgage..., Commercial Banking, Analysis, Credit, Portfolio Management, Insurance, Financial Risk, Underwriting, Mortgage Lending, Financial Services, Credit Risk, Strategic Financial..., Enterprise Risk..., Financial Analysis, Credit Analysis, Due Diligence, Financial Planning, Finance
Education
Boulder Institute of Microfinance 2015 — 2015
Microfinance
University of Wisconsin-Madison - School of Business 1986 — 1988
MBA, Finance, Investment and Banking
Associated Kyoto Program 1980 — 1981
Stanford Graduate School of Business Executive Education
"For Growing Companies" Executive Program
Genworth Financial November 2014 - Present
Genworth Financial September 1998 - November 2014
NORCAL Mutual Insurance Company June 2003 - June 2005
Skills
Insurance, Life Insurance, Long-term Care, Term Life Insurance, Underwriting, Process Improvement, Long Term Care Insurance, Leadership, Customer Service, Sales, Marketing, Quality Assurance, Project Management, CRM, Employee Benefits, Management, Fixed Annuities, Retirement, Risk Management
Education
Sonoma State University 1993 — 1997
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
American Bancshares Mortgage August 2013 - Present
Kaplan University November 2011 - August 2013
Genworth Financial 2007 - 2011
US Navy December 1980 - August 2004
Skills
Sales, Reverse Mortgages, Strategic Planning, Banking, Public Speaking, Customer Service, Mortgage Lending, Account Management, Negotiation, Training, FHA, Team Building, Sales Management, Higher Education..., Telemarketing, Career Counseling, Mortgage Banking, Leadership, Loans, Credit, Recruiting, Selling
Education
St. Thomas University 2002 — 2004
BA, Business Management
Miami Southridge Senior High school 1977 — 1980
High School Diploma, High School
Genworth Financial November 2013 - Present
Genworth Financial October 2010 - November 2013
Genworth Financial October 2002 - September 2010
General Electric Mortage Insurance 1998 - 2002
ICL Fujitsu 1993 - 1998
Hillhaven 1991 - 1993
Skills
Forecasting, Financial Analysis, Data Analysis, Market Research, Finance, Budgets, Business Intelligence, P&L Management, Financial Modeling, Variance Analysis, Business Analysis, Analytics, Process Improvement, Risk Management, Cross-functional Team..., Competitive Analysis, Insurance, Program Management, Segmentation
Education
State University of New York at Buffalo - School of Management 1988 — 1990
MBA, Finance
West Virginia University 1984 — 1988
B.S.B.A., Human Resources, Marketing
Pioneer Investments 2013 - Present
Genworth Financial 2009 - 2013
Denver Investment Advisors 1998 - 2009
GE Capital Assurance 1993 - 1998
Oregon State Treasury 1988 - 1993
Skills
Portfolio Management, Investments, Asset Managment, Equities, Asset Allocation, Mutual Funds, Series 7, Investment Strategies, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Alternative Investments, Fixed Income, Financial Analysis, Due Diligence, Securities, Investment Management, Bloomberg, Wealth Management, Credit, Finance
Education
Seattle University 1996 — 1998
Course Work, Masters in Finance Program
University of Portland 1991 — 1993
Course Work, Masters in Finance Program
Western Washington University
BA, Accounting & Economics
Genworth Financial 2000 - Present
Genworth Financial June 1998 - Present
Genworth Financial 1998 - Present
Skills
Long-term Care, Long Term Care Insurance, Mutual Funds, Term Life Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Disability Insurance, Whole Life, Universal Life, Insurance, Small Business, Retirement, Medicare, Health Insurance
Education
Southern Connecticut State University 1977 — 1980
BA, Psychology and Business
Rabobank November 2014 - Present
Rabobank December 2013 - Present
Rabobank October 2010 - Present
Genworth Financial March 2008 - October 2010
VSP 2006 - 2008
Cisco 2000 - 2005
UC Santa Cruz 1998 - 2000
Peace Corps 1994 - 1998
Peace Corps 1991 - 1993
Skills
Marketing, Mobile Devices, Business Development, Banking, Retail Banking, Financial Services, Product Management, Credit, Product Marketing, Strategy
Education
Santa Clara University - Leavey School of Business 1997 — 2001
MBA, Finance, Marketing
University of California, Santa Cruz 1987 — 1991
BA, Sociology
Phs
Microsoft July 2015 - Present
Microsoft March 2014 - Present
Microsoft December 2012 - December 2013
Microsoft July 2012 - September 2012
Microsoft February 2012 - July 2012
Brooks Rand Labs, LLC June 2010 - June 2010
Microsoft Corporation November 2009 - June 2010
Genworth Financial February 2008 - October 2008
Wells Fargo November 2000 - June 2006
Skills
Administrative Support, Microsoft Office, Outlook, Teamwork, Customer Service, Administrative..., Software Documentation, Event Planning, Microsoft Word, Human Resources, Program Management, Administrative..., Microsoft Excel, SharePoint, Management, Leadership, Administration, Budgets
Education
Shoreline Community College
United Health Care April 2012 - Present
Genworth Financial 2000 - 2009
genworth financial 2000 - 2009
citistreet 1999 - 2006
Education
Southern New Hampshire University
bs
Genentech March 2010 - Present
Genentech November 2009 - March 2010
GENWORTH FINANCIAL November 2004 - September 2008
Longs Drugs November 2003 - November 2004
Longs Drugs January 1999 - January 2003
AIG CLAIM SERVICES August 1996 - January 1999
CALIFORNIA STATE AUTO ASSOCIATION January 1994 - August 1996
Skills
Workers Compensation, Claim, Insurance, Healthcare, Training, Employee Benefits, Program Management, Time Management, Access, Biotechnology, Budgets, Customer Service, Leadership, Managed Care, Management, Microsoft Office, Negotiation, Nonprofits, Policy, Process Improvement, Research
Education
Sonoma State University 1987 — 1992
Bachelor of Arts
Sonoma State University
Lucey Wealth Advisors August 2013 - Present
Genworth Financial May 2012 - August 2013
Skills
Fixed Annuities, Long-term Care, Disability Insurance, Life Insurance, Insurance, Term Life Insurance, Retirement, Long Term Care Insurance, Employee Benefits, Retirement Planning, Health Insurance, Whole Life, Underwriting, Recruiting, Strategic Financial..., Medicare, Leadership, Universal Life, Coaching, Estate Planning
Education
San Francisco State University 1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
San Francisco State University
Bachelor of Business Administration (B.B.A.)
Cetera Financial Group May 2015 - Present
First Allied Securities, Inc. Member FINRA/SIPC 2010 - Present
Genworth Financial 2008 - 2009
Curian Capital 2007 - 2007
SunAmerica Retirement Markets 2001 - 2007
CompuWave 2000 - 2000
The Colorworks 1997 - 2000
Education
University of San Diego
MBA, Corporate Finance
San Diego State University-California State University
BS, Business - Management
Merrill Edge November 2013 - Present
Edward Jones March 2013 - October 2013
Genworth Financial 2011 - 2012
David Lerner Associates, inc. 2010 - 2011
MetLife 2005 - 2010
Travelers Life & Annuity 2004 - 2005
Smith Barney 2000 - 2004
Smith Barney 1998 - 2000
Skills
Fixed Annuities, Mutual Funds, Series 63, Series 7, Retirement, Variable Annuities, Investments, Long-term Care, 401k, IRAs, Life Insurance, Insurance, Financial Services
Education
State University of New York College at Plattsburgh 1992 — 1996
St Anthonys 1988 — 1992
Advance Auto July 2011 - Present
NTELOS 2010 - September 2011
Battlefield Auto Group 2009 - 2010
Genworth Financial 2004 - 2009
Central Virginia Community College 2002 - 2004
General Electric Mortgage 1990 - 1999
Skills
Visio, SDLC, Project Management, SharePoint, Requirements Analysis, Business Analysis, Process Improvement, Software Project..., Agile Project Management, IT Management, IT Strategy, Systems Analysis, Agile Methodolgy, Scrum, Applications..., Process Modeling, Resource Management, ITIL, Data Analysis, Relational Databases, Software Design, Software Development, ITIL Certified, Team Leadership
Education
University of South Florida 1983 — 1987
Bachelor of Engineering Technology in Computer Technology, Computer Software Engineering
George Mason High School
George Mason High School
St. Petersburg College
Forethought Financial Group, Inc. September 2014 - Present
Protective Life April 2011 - September 2014
Genworth Financial March 2007 - January 2011
Allianz Life September 2001 - February 2007
Skills
Variable Annuities, Selling, Sales, Retirement, Financial Services, Series 7, Series 6, Series 63, Fixed Annuities, Strategy, Leadership, Insurance, Mutual Funds, Management, Lead Generation, Sales Operations, Life Insurance, Sales Presentations
Education
San Jose State University 1994 — 1998
Bachelor's Degree, Journalism
Genworth Financial CEOAmerican Bank Stationery1982 - 1986
Education
Stanford University Graduate School of Business 1968 — 1970
MBA, Operations Management
Stanford University 1962 — 1968
BA, Psychology
Genworth Financial September 1997 - Present
Skills
Long Term Care, Underwriting, Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Health Insurance, General Insurance, Property & Casualty..., Claim, Reinsurance, Retirement, Brokers, Retirement Planning, Commercial Insurance, Casualty, Whole Life, Medicare, Liability, Employee Benefits, Claims Management
Education
Sonoma State University 1976 — 1980
BA, Liberal Studies
Genworth Financial November 2007 - Present
Grubbs Photography February 2013 - Present
Skills
Graphic Design, Photography, Insurance, Direct Marketing, Marketing, Customer Service, CRM, Marketing Strategy, Small Business, Sales, Online Marketing, Leadership, Team Building, Public Speaking, Fixed Annuities, Project Management, Event Planning, Strategic Planning
Education
University of Phoenix 2010 — 2012
B.A., Business Marketing
San Joaquin Delta College 2003 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
Genworth Life Insurance Company March 1996 - Present
Genworth Financial 1996 - 2011
Skills
Sales Management, Fixed Annuities, Long-term Care, Long Term Care Insurance, Universal Life, Whole Life
Education
San Francisco State University
Bachelor of Science, Business Science
Alta Log Homes 2015 - Present
Keller Williams Upstate NY Properties February 2014 - 2014
Keller Williams Upstate NY Properties 2014 - 2014
Keller Williams Upstate NY Properties October 2012 - 2014
Genworth Financial 2011 - 2013
Skills
Case Management, Health Insurance, Life Insurance, Term Life Insurance, Claim, Medicaid, Employee Benefits, Workers Compensation, Claims Management, Customer Service
Education
State University of New York at Delhi
Associate of Science (A.S.), Business Administration and Management, General
None 2010 - 2012
Genworth Financial 2003 - 2006
Education
Smith College 1983 — 1987
Bachelor of Arts (BA), Political Science and Government