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
Currently Seeking Opportunities In Investment Management, Capital Markets, Corporate Finance 2015 - Present
Morgan Stanley Wealth Management March 2013 - January 2015
HealthPlan Holdings June 2011 - August 2012
Kroisos Financial April 2009 - May 2011
Genworth Financial September 2004 - November 2008
Mesirow Financial March 2003 - August 2004
White Mountains Insurance Group February 2002 - February 2003
Ambac January 2000 - January 2002
Fitch Ratings July 1997 - January 2000
Standard & Poor's June 1992 - June 1995
Skills
Capital Markets, Valuation, Portfolio Management, Mergers & Acquisitions, Strategy, Insurance, Risk Management, Finance, Financial Services, Asset Management, Mergers, Asset Managment, Structured Finance, Leadership, Mutual Funds, Financial Analysis, Securitization, Analysis, Loans, Trading, Debt, Project Management
Education
Tulane University - A.B. Freeman School of Business 1995 — 1997
M.B.A., Finance
Tulane University 1988 — 1992
Bachelor of Arts, Classical Studies
Genworth Financial February 2014 - August 2014
Entandem (Full-service marketing & card payments systems consulting.) 2005 - 2009
Visa 2003 - 2004
Visa 2000 - 2002
Intuit 1998 - 2000
Citi 1996 - 1998
Citi 1991 - 1996
Skills
Banking, Financial Services, Financial Modeling, Project Management, Business Strategy, Strategic Partnerships, Management Consulting, Cross-functional Team..., Management, Risk Management, Product Management, Product Development, E-commerce, Credit Cards, Analytics, Strategy, Marketing, Business Analysis, CRM, Start-ups, Executive Management, Leadership, Program Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Marketing and Finance
University of Michigan
Bachelor of Arts (B.A.), Economics
Genworth Financial
Skills
Tax, Financial Services, Insurance, Financial Analysis, GAAP, Sarbanes-Oxley Act, Investments, Mortgage Banking, Strategic Financial..., Finance
Education
The University of Connecticut School of Business
Bachelor of Science (BS), Accounting, 3.5
University of Hartford
Master of Science (MS), Taxation, 3.5
Genworth Financial January 2010 - Present
Genworth Financial August 2008 - March 2010
Genworth Financial October 2006 - July 2008
Willis 2003 - 2006
Willis 2003 - 2006
Willis 2003 - 2006
Aon Risk Services 2000 - 2002
Zurich Insurance May 1996 - May 2000
CIGNA Group Insurance 1995 - 1996
American Express 1991 - 1994
Skills
Insurance, Life Insurance, Sales, Underwriting, Reinsurance, Brokers, General Insurance, Health Insurance, Risk Management, Strategic Planning, Business Strategy, Sales Management, New Business Development, Property & Casualty..., Marketing Strategy, Financial Services, Commercial Insurance, Employee Benefits, Financial Risk, Negotiation, Business Development, Leadership, Product Development, Relationship Management, Claim, Pricing
Education
Universidad Iberoamericana, Ciudad de México 1989 — 1994
BA, Communications
Genworth Financial April 2000 - Present
San Francisco General Hospital July 1998 - June 1999
Skills
Insurance, Compliance, Legal Research, Risk, Policy, Research, Writing, Claims, Appeals, Medicaid, Claim, Long-term Care, HIPAA, Long Term Care Insurance, Legal Writing, Medicine
Education
California College of Podiatric Medicine 1994 — 1998
Doctor of Podiatric Medicine, Podiatric Medicine
Virginia Commonwealth University 1988 — 1993
B.S., Psychology
The University of Connecticut School of Law
Law
National Bank of Canada February 2014 - Present
Genworth Financial June 2005 - January 2014
Genworth Financial August 2000 - June 2005
Scotiabank December 1999 - May 2000
Scotiabank January 1999 - December 1999
National Trust September 1993 - January 1999
Skills
Business Analysis, Mortgage Lending, Underwriting, Risk Management, Business Development, Insurance, Leadership, Banking, Performance Management, Coaching, Loans, Customer Service, Call Centers, Financial Services, Management, Banque, Emprunt immobilier, Gestion des risques, Emprunts, Assurance, Développement commercial
Education
Université du Québec à Montréal 1984 — 1987
BAA, Business
CEGEP Limoilou Qc 1981 — 1984
DEC, Étude des sciences humaines
Long Term Care Insurance Source April 2007 - Present
LongTermCare Insurance Source May 2004 - Present
LTC Financial Partners, LLC April 2004 - February 2007
Genworth Financial 2003 - 2004
GE Capital Assurance February 1996 - 2003
AMEX Life Assurance Company February 1995 - 1996
Skills
Life Insurance, Long-term Care, Long Term Care Insurance, Financial Planners, Retirement, Training, Health Insurance, Fixed Annuities, Employee Benefits, Medicare, Disability Insurance, Term Life Insurance, Whole Life, Leadership, Team Building, Sales, Critical Illness, Strategic Planning, Underwriting, Medicare Medicaid, Medicare Supplements, Mentoring, Financial Planning
Education
The Ohio State University
Bachelor of Applied Science (B.A.Sc.), College of Agriculture
The Ohio State University
Graduate Courses: Family Living and Human Development, Bachelor of Science
LanceShull industries January 2009 - Present
Minus790 enterprises July 2003 - Present
Genworth Financial April 2003 - January 2005
RMIC July 1999 - April 2003
Skills
Risk Management, Fixed Income, Equities, Financial Risk, Financial Modeling, Credit Risk, Portfolio Management, Timely Decision Making, Estimating, Teaching, Online Poker, Bridge, Actuarial Exams, Loans
Education
The Ohio State University 1993 — 1998
BS, Actuarial Science
Ohio State
Bachelor of Actuarial Science
US Bank October 2009 - Present
JPMorgan Chase 2006 - 2009
Genworth Financial 2003 - 2006
GE Capital 1998 - 2003
US Army 1989 - 1998
Skills
Banking, Business Development, Change Management, Capital Markets, Financial Services, Investments, Governance, Leadership, Management, New Business Development, Portfolio Management, Process Improvement, Program Management, Risk Management, Strategy, Team Leadership
Education
United States Military Academy at West Point
BS, Electrical Engineering
University of Oxford - Said Business School
MSc, Major Programs
UNICOM Government Inc. July 2014 - Present
MicroTech October 2009 - Present
MicroTech October 2009 - June 2014
Genworth Financial August 2004 - October 2009
Genworth Financial 2005 - 2009
GE Financial Assurance October 2004 - June 2006
Tanja H. Bowlin June 2002 - October 2004
Mid-Atlantic October 1999 - May 2002
Skills
Budget, Process Improvement, Call Center, Customer Service, Microsoft Office, Change Management, Microsoft Excel, Budgets, Call Centers, Training, Contract Negotiation, Program Management, Business Analysis, Leadership, Operations Management, Troubleshooting, Team Leadership, Recruiting, Analysis, Human Resources, Project Planning, Management
Education
Tidewater Community College 1993 — 1993
First Colonial High School, Virginia 1991 — 1993
Karlsruhe American Highschool 1989 — 1991
WrapManager, Inc January 2015 - Present
Genworth Financial June 1998 - 2013
Vanguard October 1995 - April 1998
Skills
Customer Relations, Customer Service, Microsoft Office, Asset Management, Team Building, Team Leadership, Salesforce.com, Customer Satisfaction, Relationship Management, Wealth Management, Contact Center..., Knowledge Management, Customer Experience..., Strategic Partnerships, Contact Center..., Organizational..., KCS, Coaching, Call Monitoring, Excel, Word, Budget Monitoring, Investments, Employee Training, Call Centers, Financial Services, Process Improvement, Management, Leadership, Microsoft Word, Business Analysis, Microsoft Excel, Budgets, Insurance, Analysis, Strategic Planning, Project Management
Education
Trinity College-Hartford 1991 — 1995
Bachelor of Arts (BA), Economics
John Hancock Life Insurance Company (U.S.A.) August 2012 - Present
Genworth Financial April 2007 - June 2012
Symetra/ TFS Training April 2005 - March 2007
Talbot Financial Services May 1999 - April 2005
Skills
Variable Annuities, Series 63, Long-term Care, Series 7, Life Insurance, Term Life Insurance, Mutual Funds, Insurance, Retirement, Series 24, CLTC, Fixed Annuities, Retirement Planning, Investments, Financial Services, Sales, Wealth Management, Series 6, Management, Financial Planning, Financial Advisory
Education
Towson University 1978 — 1980
BS, Finance and Marketing
Washington College 1976 — 1978
MetLife August 2014 - February 2015
Genworth Financial May 2011 - August 2014
Protective Life December 2001 - April 2011
Southern Health Systems 1999 - 2001
Grandview Behavioral Health 1998 - 1999
Living Centers of America 1995 - 1998
Skills
Underwriting, Insurance, Long-term Care, Life Insurance, Reinsurance, Risk Assessment, Term Life Insurance
Education
Troy University in Montgomery
Bachelor's Degree Resource Management
Troy University
Associate of Science (A.S.), Registered Nursing/Registered Nurse
ACSIA Partners June 2006 - Present
Genworth Financial December 1998 - June 2006
Skills
Long Term Care, Employee Benefits, Retirement, Insurance, Financial Advisory, Long-term Care, Long Term Care Insurance, Life Insurance, Fixed Annuities, Financial Planners, Training, Underwriting, Term Life Insurance, Retirement Planning, Health Insurance, Disability Insurance, Sales, Brokers, Medicare, Estate Planning, Critical Illness
Education
The University of Texas at Arlington
BA
Genworth Financial March 2014 - Present
Softtek February 2010 - March 2014
Softtek February 2007 - February 2010
Avansoft July 2001 - February 2007
Skills
Software Development, Spring, Web Services, Maven, SOAP, Hibernate, Agile Methodologies, Web Development, Web Applications, Enterprise Architecture, Java Enterprise Edition, Groovy, Continuous Integration, RESTful WebServices, SOA, Gradle, Android Development, Scrum, Agile Web Development, REST
Education
Universidad Tecnológica de México 2002 — 2006
Software Engineer, Computer Software Engineering
FactSet July 2014 - Present
Genworth Financial August 2012 - June 2014
Turner Investment Partners May 2011 - August 2011
Skills
CRM software, Data Analysis, PowerPoint, Strategic Planning, Financial Modeling, Salesforce.com, Financial Analysis, Access, Sales, Microsoft Excel, Financial Reporting
Education
University of Richmond - Robins School of Business 2008 — 2012
BSBA, Business Administration - Finance; Minor in Latin American and Iberian Studies
Universitat Pompeu Fabra 2010 — 2010
Business, Spanish, Catalan
LocoDisco September 2015 - Present
Community Home Trust September 2015 - Present
Her Campus March 2014 - Present
IBM June 2015 - August 2015
3 Birds Marketing LLC May 2014 - December 2014
St. Francis of Assisi Catholic Church June 2013 - August 2013
Genworth Financial May 2012 - May 2012
Skills
Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Social Networking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
BS in Business Administration, Marketing; Minor in Public Relations
Università Commerciale 'Luigi Bocconi'
Business
Berson - Sokol Agency, Inc. June 1981 - Present
NAILBA 1978 - Present
Genworth Financial 2010 - 2010
banner life 1998 - 2007
west coast life 1998 - 2007
the midland 1990 - 2000
Midland Life Insurance 1990 - 2000
north american company for life 1990 - 2000
nacolah 1990 - 2000
CNA Life Insurance 1990 - 1997
Skills
Fixed Annuities, Brokers, Insurance, Term Life Insurance, Life Insurance, Underwriting, Strategic Planning, Universal Life, Long-term Care, Sales Management, Marketing Strategy, Retirement Planning, Whole Life, Long Term Care Insurance, Life Settlements, Retirement, Insurance Brokerage, Critical Illness, Health Savings Accounts, Accident, Group Insurance, IRAs, Commercial Insurance, Financial Planners, Umbrella Insurance
Education
The Ohio State University - The Max M. Fisher College of Business 1974 — 1978
Insurance
beachwood high school 1970 — 1974
Insurance
BBYO
AIG 2014 - Present
Great-West Financial 2009 - 2013
AIG SunAmerica 2007 - 2009
Genworth Financial 2001 - 2007
Transamerica 1999 - 2001
Bank One 1993 - 1999
Skills
Series 63, Series 6, Fixed Annuities, Series 7, Mutual Funds, Retirement, Variable Annuities, Retirement Planning, 401k, Financial Advisory, Series 24, Wealth Management, Investments, FINRA, Life Insurance, Financial Services, Long-term Care, Indexed Annuities
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
MBA
Transylvania University 1989 — 1993
BA Finance
Legal & General America 2005 - Present
Benefit Partners, LLC 2003 - 2005
Genworth Financial 2000 - 2003
Phoenix Life Insurance Company 1996 - 2000
Seabury & Smith 1994 - 1996
Principal Financial Group 1993 - 1994
The Phillips Group 1992 - 1993
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Reinsurance, Employee Benefits, Health Insurance, Brokers, Disability Insurance, Universal Life
Education
The University of Georgia 1987 — 1992
BA, Speech & Communications
Symetra December 2013 - Present
Symetra January 2012 - December 2013
AEGON October 2007 - June 2011
Genworth Financial August 2003 - October 2007
Skills
Risk Management, Financial Risk, Actuarial Science, Valuation, Economic Capital, Insurance, ALM, Retirement, Investments, Reinsurance, Life Insurance, Enterprise Risk..., Financial Modeling, Fixed Annuities, Hedging, Solvency II
Education
Union College 1999 — 2003
BS, Applied Mathematics, Economics
Fannie Mae February 2014 - Present
Allen Tate Realtors September 2013 - February 2014
Capital One July 2011 - August 2013
Genworth Financial January 2009 - July 2011
PMI Mortgage Insurance Co. March 1996 - January 2009
Skills
Mortgage Fraud, Mortgage Compliance, Mortgage Quality Control, Mortgage Operations, Mortgage Loan Quality, Loan Origination, Fraud, Underwriting, Mortgage Marketing, Mortgage Lending, Loans, Risk Management, Mortgage Banking, Credit Analysis, Loss Mitigation, Fraud Detection, Credit Risk, Training, Mortgage Underwriting, Due Diligence, Credit, Banking, Financial Risk, Quality Control, Mortgage Servicing, Residential Mortgages, Investigation, Management, Loan Servicing, FHA, Refinance, Real Estate
Education
The University of North Dakota 1987 — 1990
B.S., Aeronautical Studies
Intentional Financial Solutions January 2009 - Present
Genworth Financial September 2009 - June 2013
Thrivent Financial for Lutherans September 1992 - August 2008
Lutheran Brotherhood 1992 - 2001
Price Waterhouse 1987 - 1988
Skills
Entrepreneurship, Strategic Planning, Coaching, Managerial Finance, Budgets, Consulting, Business Development, Practice Management, Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Strategic Financial..., Investments, Life Insurance, Small Business, Estate Planning, Financial Services, Financial Advisory, Mutual Funds, Marketing, Long Term Care Insurance, Management, Sales, Leadership, IRAs, Term Life Insurance, Universal Life, Series 7, Team Building, Finance, Public Speaking
Education
The University of North Dakota School of Law 1984 — 1987
JD, Law
The University of North Dakota 1980 — 1984
BS, Accounting
Center for Boundless Innovation in Technology January 2014 - Present
Transamerica Life Insurance Company March 2015 - Present
Genworth November 2014 - March 2015
Genworth Financial February 2011 - November 2014
Genworth Financial March 2008 - January 2011
Nationwide 2002 - 2008
Nationwide Investments 2002 - 2005
Principal Financial Group May 1998 - September 2002
Skills
Financial Planning, Capital Budgeting, Financial Management, Financial Reporting, Financial Audits, Financial Analysis, Statutory Accounting, US GAAP reporting, General Ledger, GAAP Standards, Strategic Financial..., Internal Audit, Managerial Finance, Analysis, Forecasting, Financial Risk, Risk Management, Financial Modeling, Credit Risk, Insurance, Fixed Income, Fixed Annuities, Economic Capital, Process Improvement, SAS, Microsoft SQL Server, Equities, ALM, Business Valuation, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2007
MBA, Finance & Management
University of Northern Iowa 1995 — 1998
BA, Economics
St. Martha
Genworth Financial April 2012 - Present
Genworth Financial December 2005 - March 2012
Genworth Financial February 2003 - November 2005
Genworth Financial October 1999 - January 2003
Skills
Risk Management, Portfolio Management, Analytics, Credit Risk, Data Analysis, SAS
Education
The Ohio State University 1994 — 1996
Master's degree, Statistics
The Ohio State University 1988 — 1992
Bachelor of Science (B.S.), Actuarial Science
Privia Health July 2015 - Present
Kaiser Permanente March 2015 - July 2015
Deloitte July 2014 - March 2015
Deloitte June 2013 - August 2013
Genworth Financial May 2012 - August 2012
Skills
Strategy, Healthcare Analytics, Data Visualization, SQL, Data Analytics, SAS, Tableau, Dashboarding, VBA, Microsoft Excel, Visual Basic, Population Health, Stata, Gephi, GIS, R, Microsoft SQL Server, T-SQL, MySQL, JavaScript
Education
University of Virginia 2010 — 2014
BA, International Economics, Spanish Language and Literature
Universidad del Valle de Guatemala
Study Abroad, Public Health, Global Development
ACSIA Partners January 2013 - Present
Genworth Financial August 2007 - January 2013
Westwood High School June 1999 - June 2006
Skills
Long Term Care Insurance, Insurance, Sales, Fixed Annuities, Strategic Planning, Customer Service, Public Speaking, PowerPoint, Microsoft Word, Outlook, Microsoft Excel, Windows, Research, Budgets, Long-term Care, Health Insurance
Education
The University of Texas at Austin
Bachelor of Science, Education
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase September 2012 - December 2014
JPMorgan Chase September 2011 - September 2012
JPMorgan Chase September 2008 - September 2011
Washington Mutual October 2004 - September 2008
Genworth Financial May 2003 - October 2004
COSCO Property Group June 1995 - October 1999
Skills
Risk Management, Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Banking, Business Development, Portfolio Management, Strategic Planning
Education
The College of William and Mary - The Mason School of Business 2001 — 2003
Master of Business Administration (MBA), Finance, General
Tongji University 1990 — 1995
B.E., School of Economics and Management. Major in Construction Mgmt Engineering
Genworth Financial November 2010 - September 2014
Orlando Fl. March 2009 - November 2010
Roanoke Va. May 2004 - March 2009
Skills
Financial Services, Retirement, Long-term Care, Universal Life, Term Life Insurance, Health Insurance, Property & Casualty..., Medicare, Insurance, Fixed Annuities, Long Term Care Insurance, Life Insurance, Disability Insurance, Sales Management, Team Building, Sales, Leadership, Recruiting, Employee Benefits, Whole Life, Retirement Planning
Education
The Ohio State University 1980 — 1985
Bachelor of Science (BS)
Polaris Wealth Advisers, LLC November 2013 - Present
Crossroads Advisory Group, Inc. 2009 - 2013
Merrill Lynch 2005 - 2008
AIG 2003 - 2005
The Hartford 2001 - 2003
Genworth Financial 1999 - 2001
Huntington National Bank 1998 - 2001
First Chicago Bank & Trust 1996 - 1998
RBC Wealth Management 1992 - 1996
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investments, Wealth, Retirement Planning, Asset Management
Education
Tulane University 1989 — 1992
Highland Park High School 1984 — 1988
Wells Fargo May 2013 - Present
Genworth Financial April 2012 - March 2013
Genworth Financial May 2011 - February 2012
Wells Fargo Bank November 2010 - May 2011
Jon Ric International July 2009 - December 2009
JPMorgan Chase (formerly Washington Mutual) July 2005 - July 2009
JPMorgan Chase March 2003 - April 2005
OhioHealth September 1998 - March 2003
Ciber 2002 - 2003
Skills
Process Improvement, Risk Management, Project Management, Change Management, Information Technology, Credit Cards, Test Management, Production Support, PMO, SDLC, PMP, Resource Management, Vendor Management, Business Operations, Business Process, Six Sigma, MS Project, Business Process..., Cross-functional Team..., Quality Assurance, Program Management
Education
The Ohio State University 1994 — 1998
BA, Economics
Genworth Financial August 2014 - Present
Towers Watson July 2014 - August 2014
Towers Watson January 2012 - June 2014
Towers Watson June 2011 - August 2011
SUNY-University at Albany Educational Opportunity Program (EOP) September 2010 - May 2011
Skills
SQL, Access, Microsoft Excel, VBA, Java, Actuarial Science, Solvency II, Employee Benefits, Defined Benefit, Pensions, Financial Reporting, Retirement, Matlab
Education
State University of New York at Albany 2009 — 2011
Bachelor's Degree, Actuarial Science and Mathematics, 3.87
Genworth Financial January 2009 - Present
ME Designs 1997 - 2008
Skills
Long-term Care, Term Life Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Small Business, Medicare, Insurance, Fixed Annuities, Health Insurance, Whole Life, Retirement
Education
The University of Akron 1985 — 1987
MAA, Arts Administration
Paychex December 2014 - Present
Paychex April 2014 - December 2014
Genworth Financial September 2012 - March 2014
Elizabeth Solomon Services May 2009 - September 2012
Insphere Insurance Solutions 2005 - 2009
Insphere Insurance Solutions 1999 - 2004
Skills
Insurance, Long-term Care, Health Insurance, Disability Insurance, Small Business, Term Life Insurance, Investments, Customer Service, Long Term Care Insurance, Retirement, Sales, Retirement Planning, Life Insurance, Employee Benefits, Marketing, Fixed Annuities, Customer Relations, Long Term Care, Partnerships, Strategic Financial..., Risk Management, General Insurance, Workers Compensation, Health Savings Accounts, Recruiting, Underwriting, Financial Services, Property & Casualty..., Critical Illness, Universal Life, IRAs, 401k, Commercial Insurance, Entrepreneurship, Sales Presentations, Medicare, Financial Analysis, Strategic Planning, Sales Management, Accident, Management, Whole Life, Team Building, Coaching, Customer Retention, Business Planning, Leadership, Account Management, Financial Planning, California Partnership...
Education
The University of Western Australia 1974 — 1979
Bachelor of Commerce (B.Com.), Marketing/Marketing Management, General, A
Methodist Ladies College
Bachaelor of Commerce, Public Relations, Advertising, and Applied Communication
Nationwide Financial January 2005 - Present
Genworth Financial December 2003 - January 2005
Skills
Wholesaling Annuities..., Series 6, Variable Annuities, Series 63, Series 65, IRAs, FINRA, Asset Allocation, Financial Advisory, Wealth Management, Life & Health Insurance..., Insurance
Education
Ohio Wesleyan University 1995 — 1999
Bachelor of Arts (B.A.), European History, Honors
University of Aberdeen 1997 — 1997
Wunderlich Securities September 2012 - Present
InSource February 2011 - September 2012
Allstate July 2009 - May 2011
Lincoln Financial Distributors August 2008 - December 2008
AIG SunAmerica September 2006 - July 2008
Genworth Financial March 2004 - September 2006
Morgan Keegan November 1999 - February 2004
PFIC Securities October 1997 - October 1999
Skills
Fixed Annuities, Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, Series 24, Investments, Wealth Management, Series 65, 401k, Separately Managed..., Insurance, Strategic Financial..., IRAs, Long-term Care, Uniform Combined State..., Financial Advisory, Variable Annuities
Education
The University of Memphis 1991 — 1994
MBA, Marketing
The University of Memphis 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
Senior Market Solutions of Georgia December 2010 - Present
Tusculum College July 2009 - December 2014
Genworth Financial March 2010 - December 2011
Covenant Long-Term Care Services July 2008 - February 2010
Nuveen Investments 2002 - 2008
Schwab Institutional (SI) October 1992 - August 2002
Neuberger and Berman and Citibank Trust January 1990 - January 1992
Skills
Financial Advisory, Wealth Management, Mutual Funds, Insurance, Securities, Fixed Annuities, Investments, Long Term Care, Indexed Annuities, Sales Process, Business Development, Long-term Care, Asset Allocation, Portfolio Management, Employee Benefits, Retirement, Investment Management, Asset Management, Series 63, Investment Advisory, Investment Strategies, Financial Services, Alternative Investments, Disability Insurance,..., Disability Insurance, Long Term Care Insurance, Financial Planners, Wealth, Life Insurance, Risk Management, 401k, Retirement Planning, Management, Leadership, Finance, Sales, Financial Planning, Term Life Insurance, Health Insurance, Brokers, Strategic Planning, Underwriting
Education
Tusculum College 1964 — 1969
B.S., Business Administration and Economics
The Ohio State University 1973 — 1975
ABA, NS - Real Estate Finance
John I Burton 1960 — 1964
Degree, College Prep
Arthur J. Gallagher & Co. August 2010 - Present
Sun Life Financial January 2007 - March 2010
Genworth Financial June 2004 - January 2007
GE Capital January 1997 - January 2001
The Phoenix Companies August 1991 - January 1997
Skills
Employee Benefits, Strategic Planning, Insurance, Risk Management, Cost Containment, Business Strategy, Disability Insurance, Strategy, Management, Human Resources, Recruiting, Employee Engagement, Sales, Underwriting, Marketing, Health Insurance, Health Savings Accounts
Education
The University of Georgia 1987 — 1991
BBA, Risk Management and Insurance
Montesorri Education Supplies August 2010 - Present
Health Wanted Now January 2009 - Present
Needak November 2009 - August 2010
Genworth Financial May 1990 - June 1999
Skills
Public Speaking, Writing
Education
Thunderbird School of Global Management 1968 — 1969
MIM, International Mangement
Symetra August 2015 - Present
Realty Capital Securities July 2012 - Present
Allianz October 2011 - July 2012
FBR March 2011 - September 2011
Genworth Financial April 2007 - March 2011
Sun Life Financial March 2006 - April 2007
John Hancock Financial Services September 2003 - February 2006
AXA August 2000 - September 2003
Education
State University of New York at Albany 1995 — 1999
Bachelor of Arts, Economics
Genworth Financial November 2013 - July 2015
SNL Financial February 2010 - November 2013
Northwestern Mutual September 2003 - November 2009
Skills
Competitive Analysis, Analysis, Forecasting, Strategy, Strategic Planning, Business Strategy, Investments, Finance, Leadership, Project Management, Financial Modeling, Financial Analysis, Data Analysis, Analytics, Cross-functional Team..., Marketing, Marketing Strategy, Financial Services, CRM, Training, Microsoft Excel, Business Intelligence, Management
Education
The University of Texas at Austin
MBA, Finance
Wisconsin Lutheran College
BBA, Business Administration
Warrantech July 2013 - Present
America First Capital Management December 2011 - August 2013
Octavus Group February 2011 - September 2011
Ameriprise Financial March 2010 - September 2010
Genworth Financial March 2005 - March 2010
Allianz 2001 - 2005
KeyBanc Capital Markets November 1998 - August 2001
Skills
Series 63, Series 24, Series 7, Mutual Funds, Annuities, Alternative Investments, Investments, Wholesaling, Fixed Annuities, Series 6, Retirement Planning, Wholesale, Wealth Management..., Variable Annuities, Sales, Investment Advisory, Retirement, Fixed Income, 401k Rollovers, Hedge Funds, Pensions, ETFs, Retirement Plan..., IRAs, Wealth, Wealth Management, Insurance, Long Term Care Insurance, Investment Strategies, Asset Allocation, Life Insurance, Uniform Combined State..., Securities, 401k, Investment Management, Disability Insurance, Life & Health Insurance..., Strategic Financial..., Equities, Separately Managed..., Portfolio Management, Financial Advisory, Estate Planning, Financial Planners, FINRA, Bonds, Long-term Care, Asset Management, Series 65, Financial Services
Education
The Ohio State University
Oldcastle August 2011 - Present
Oldcastle December 2009 - August 2011
Oldcastle March 2008 - November 2009
GE FINANCIAL ASSURANCE/GENWORTH FINANCIAL March 2004 - March 2008
Genworth Financial January 2006 - July 2007
GE Financial Assurance/Genworth Financial March 2004 - January 2006
University of Wisconsin December 2001 - January 2004
U.S. Navy May 1997 - January 2004
US Navy 1997 - 2004
USS Pennsylvania (SSBN January 1999 - November 2001
Skills
Change Leadership, Pricing Strategy, Analytics, Six Sigma, Production Planning, Demand Forecasting, Small Unit Leadership, Project Management, Logistics, Operations Management, Forecasting, Change Management, Project Planning, Operational Excellence, Business Development, New Business Development, Analysis, Continuous Improvement, Leadership, Inventory Management, Team Building, Contract Negotiation, Cross-functional Team..., Vendor Management, Training, Process Improvement, Management, Mergers & Acquisitions, Sales Management, Business Analysis, Pricing, Performance Management, Business Process..., Executive Management
Education
University of Wisconsin-Madison 2002 — 2003
M.B.A, Operations Management
University of Wisconsin-Madison - School of Business 2002 — 2003
MBA, Operations Management
United States Naval Academy 1994 — 1997
B.S., Ocean Engineering
United States Naval Academy 1993 — 1997
B.S, Ocean Engineering
Ramsey High School
CHARTRAND ADVANTAGE LLC 2012 - Present
Genworth Financial August 2010 - September 2012
Genworth April 2006 - February 2011
Genworth Financial October 2003 - March 2006
General Electric September 1999 - September 2003
GE August 1996 - August 1999
GE August 1994 - July 1996
GE July 1986 - June 1994
Skills
Project Management, Insurance, Process Improvement, Business Analysis, IT Strategy, Vendor Management, IT Management, Fixed Annuities, Business Intelligence, Strategic Planning, SDLC, Change Management, Life Insurance, Business Strategy, Strategy, Sales, Technological Innovation, Disaster Recovery, Business Process..., Product Management, Six Sigma, Budgets, Cross-functional Team..., Team Leadership, Outsourcing, Leadership, Business Process, Program Management, Integration, Risk Management, Call Centers, Training, Financial Services, Underwriting, E-commerce, New Business Development
Education
State University of New York at Albany 1979 — 1982
MBA, Business
University at Albany, SUNY 1976 — 1979
BS, Computer Science
Jackson National Life September 2009 - Present
Advisors Asset Management February 2009 - November 2009
AXA March 2008 - December 2008
JANUS 2005 - 2008
Genworth Financial 2000 - 2005
GE 1996 - 2005
LIFE OF VIRGINIA 1996 - 2005
GENWORTH 1996 - 2005
FIRST CHICAGO 1994 - 1997
SHEARSON LEHMAN HUTTON 1990 - 1994
Skills
Series 3, Mutual Funds, Investments, Insurance, Series 7, CFS, 401k, FINRA, Finance, Fixed Annuities, Retirement Planning, Series 63
Education
The University of Georgia 1981 — 1984
POLITICAL SCIENCE
SAVANNAH COUNTRY DAY 1977 — 1980
Yes Barely, General Nonsense
P&G July 2008 - Present
Octagon September 2007 - April 2008
Genworth Financial June 2007 - August 2007
Genworth Financial May 2006 - August 2006
Skills
Customer Insight, Competitive Analysis, Market Research, Strategic Thinking, Marketing Strategy, Cross-functional Team..., Segmentation, Scenario Planning, Innovation Consulting, Strategy, Brand Equity, Marketing, Advertising
Education
University of Cincinnati College of Business 2009 — 2011
MBA, 3.92/4.00
University of Richmond - Robins School of Business 2004 — 2008
BSBA, Marketing, International Business, 3.92/4.00 (4.00 in Business School)
The University of Hong Kong 2007 — 2007
Study Abroad, Marketing
Barrington High School 2000 — 2004
High School
Unum May 2015 - Present
Unum July 2009 - May 2015
Sun Life Financial September 2006 - July 2009
Genworth Financial April 2004 - August 2006
GE September 1996 - April 2004
GE July 1993 - September 1996
GE June 1991 - July 1993
Skills
Life Insurance, Risk Management, Reinsurance, Mergers & Acquisitions, Strategic Financial..., Financial Reporting, Insurance, Financial Analysis, Business Process..., Underwriting, Managerial Finance, Strategy, Financial Modeling
Education
Tufts University
Bachelor of Science (BS), Mechanical Engineering
Genworth August 2014 - Present
Genworth Financial August 2013 - Present
Boonsboro computer May 2013 - August 2013
paint protection inc 2010 - 2013
Skills
Computers, Internet, Microsoft Office, Windows, Auto Detailing, Website Building, Photography, Screen Printing, Videography, Mathematics, Problem Solving, Troubleshooting, AutoCAD, Programming, Hardware, Process Improvement, Insurance, Leadership, Business Analysis, Project Management
Education
The University of Virginia's College at Wise 2005 — 2010
Bachelor of Science (BS), Mathematics and Computer Science
Mizuho Bank 2012 - Present
Genworth Financial 2010 - 2011
Genworth Financial 2005 - 2010
Law Offices of Geoffrey Matsunaga 1995 - 2005
United States Navy 1972 - 1978
Skills
Corporate Law, Structured Finance, Change Management, Mergers & Acquisitions, Financial Transactions, Government Relations, Intercultural..., Corporate Finance, Financial Structuring, Management, Leadership, Corporate Governance
Education
University of California, Berkeley - School of Law 1978 — 1982
JD
Inter-University Center for Japanese Language Studies (IUC) 1979 — 1980
University of California, Los Angeles - The Anderson School of Management 1971 — 1972
MBA
United States Air Force Academy 1967 — 1971
BS, Engineering Management
Everfish USA October 2014 - April 2015
Capital One November 2010 - April 2012
Genworth Financial November 2009 - November 2010
Transparent House November 2007 - November 2009
Xceleris Corporation May 2004 - August 2007
MaCS 2002 - 2004
Skills
Project Management, Marketing, Social Media, Professional Services, Microsoft Office, Marketing Communications, Public Relations, Management Consulting, Marketing Strategy, Project Portfolio..., SnagIt, Advertising, Account Management, Fluent in French and..., Computer Skills, PPM, MS Office Suite, WinZip, Harvard Graphics, Executive...
Education
Universität Basel 1996 — 1998
Master's degree, International Business
University of California, Davis 1989 — 1993
B.A., International Relations
Genworth Financial January 2011 - Present
Genworth Financial March 2010 - January 2011
Innovative Computer Solutions April 2008 - February 2010
Centra Health October 2006 - March 2008
Fellowship Bible Church June 2004 - September 2006
Genworth Financial February 2002 - March 2003
Ericsson/Sanmina-SCI Systems July 2000 - February 2002
Liberty University December 1998 - June 2000
S.C. Department of Mental Health January 1995 - December 1998
Dalton Public Schools August 1992 - July 1994
Skills
Team Leadership, Change Management, Business Analysis, Organizational..., Process Engineering, Six Sigma, Requirements Analysis, Project Planning, Business Process, Leadership, Process Improvement, Training, Analysis, Business Process..., Management
Education
United States Military Academy at West Point 1984 — 1988
B.S., Geography - Environmental Resources
Luther Rice University 1996 — 2004
M.A., Ministry
Valdosta State University 1991 — 1992
Teaching Certification, Education
Genworth Financial December 2011 - February 2013
Genworth Financial December 2010 - December 2011
Genworth Financial July 2008 - December 2010
IBM May 2007 - June 2008
The Ritz-Carlton Hotel Company, L.L.C. November 2003 - March 2007
Skills
Product Marketing, Strategy, Competitive Analysis, Marketing, Direct Marketing, Marketing Strategy, Product Development, Market Research, Online Advertising, Insurance, Product Management, B2B, Business Development, Business Strategy, Management, Leadership, Sales, Online Marketing
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Ecole Supérieure de Commerce de Toulouse 2000 — 2001
Master's degree, Marketing and Sales
Universitat Autònoma de Barcelona 1999 — 2000
Study abroad program, Erasmus Scholarship on European Economics
Université Montpellier I 1995 — 1999
Bachelor's degree, Economics
OppenheimerFunds February 2015 - Present
OppenheimerFunds July 2013 - January 2015
Czech Asset Management January 2012 - June 2013
Czech Asset Management, L.P. January 2012 - June 2013
MF Global September 2010 - January 2012
MF Global July 2007 - September 2010
Genworth Financial May 2003 - June 2007
GE Financial Assurance January 2001 - May 2003
GE Asset Manangement September 1998 - December 2000
OppenheimerFunds 1994 - 1998
Skills
Asset Managment, Investments, Alternative Investments, Loans, Hedge Funds, Equities, Series 7, Fixed Income, Securities, Derivatives, Capital Markets, New Business Development, Series 63, Trading, FINRA, Asset Management, Private Equity, Financial Services, Series 24
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA
Trinity College-Hartford 1985 — 1989
BA
The First Bank Of Greenwich June 2015 - Present
Genworth Financial (formerly General Electric Asset Management) 2006 - May 2015
Genworth Financial July 2002 - 2005
New Castle Hotels & Resorts 2001 - July 2002
Bank of America Commercial Finance 1991 - 2000
Skills
Commercial Real Estate, Loan Origination, Management, Valuation, Underwriting, Investments, Business Development, Bridge Loans, Real Estate Financing
Education
The University of Connecticut School of Business 1983 — 1987
Bachelor's degree, Real Estate & Finance
Genworth Financial April 2011 - Present
Prudential Financial June 2009 - October 2010
Prudential Financial June 2000 - June 2009
Prudential Financial June 1996 - June 2000
Financial Management Group January 1993 - January 1996
Skills
Portfolio Management, Investment Management, Financial Risk, ALM, Investments, Fixed Income, Derivatives, Asset Managment, Capital Markets, Hedging, Equities, Asset Allocation, Economic Capital, Risk Management, Financial Analysis, Investment Strategies, Market Risk, Credit, Asset Management, Cash Management
Education
The University of Georgia 1991 — 1993
Master; Graduate School, Business Administration; Business Administration; Investments, Banking, and Computer Simulation
The College of William and Mary 1987 — 1991
Bachelor of Arts, Economics and Mathematics; Math; Economics
THSVHS
"Hobbyist" January 2015 - Present
Genworth Financial May 2012 - Present
United Parcel Service November 2010 - May 2012
Skills
Process Improvement, Analysis, Customer Service, Leadership, Microsoft Office, Data Analysis, HTML, UPS systems, Microsoft Word, Research, Public Speaking, Project Management, Outlook, Teamwork
Education
Virginia Commonwealth University 2008 — 2012
Bachelor's Degree, Computer Science, 3.05
Tidewater Community College 2007 — 2008
General Education
Capital One February 2015 - Present
Capital One January 2014 - January 2015
Charles River Associates June 2011 - January 2014
Genworth Financial May 2010 - August 2010
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Michigan 2007 — 2011
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance and Accounting
Genworth Financial BODEXecutive security International1979 - 2012
GE Financial 2000 - 2003
AXA Equitable January 1996 - January 2000
Education
Trinity Christian College 1970 — 1974
BA, Psychology
SolomonEdwardsGroup January 2010 - Present
Solomon Edwards Group February 2009 - January 2010
Genworth Mortgage Insurance May 2007 - February 2009
Genworth Financial January 2006 - May 2007
Bank of America 1997 - 2006
UT Southwestern Medical Center at Dallas November 1989 - August 1997
Groos Bank (legacy) 1985 - 1989
United Bank (legacy) 1983 - 1985
Skills
Loans, Mortgage Lending, Mortgage Banking, Banking, Credit, FHA, Credit Analysis, Asset Managment, Underwriting, USDA, Credit Risk, Risk Management, Financial Services, Asset Management
Education
Trinity University
Master of Business Administration (M.B.A.), Accounting and Finance
Ally Financial Inc. June 2013 - Present
Ally Financial Inc. September 2011 - June 2013
Ally Financial Inc. March 2009 - September 2011
Bank of America May 2005 - March 2009
Genworth Financial February 2004 - May 2005
General Electric May 2000 - February 2004
US Army June 1995 - April 2000
Skills
Business Process, Change Management, Project Management, ERP, Business Process..., Credit, Banking, Process Improvement, Program Management, Leadership, Management, Process Engineering, Insurance, Human Resources, Strategic Planning, Strategy, Sourcing, Credit Risk, Portfolio Management, Enterprise Software, Operational Excellence, PMO, Financial Services, Time Management, Negotiation, Product Development, Finance, Six Sigma, IT Strategy, Training, Business Analysis, Risk Management, Mergers & Acquisitions, Operational Risk..., Employee Benefits, Business Continuity, Disaster Recovery, Purchasing, Budgets, Customer Experience, SDLC, Accounting, Project Portfolio..., Vendor Management, Governance, Business Transformation, Retail Banking, Risk Assessment, Sales, Financial Risk
Education
United States Military Academy at West Point 1991 — 1995
B.S., Environmental Science and Systems Engineering
Genworth Financial March 2008 - Present
Genworth Financial 2004 - 2008
GE Financial Assurance 2002 - 2004
GE Financial Assurance 1998 - 2002
Skills
Employee Benefits, Executive Pay, Incentive Programs, Deferred Compensation, Human Resources, Compensation & Benefit, Leadership, Compensation, Onboarding, Insurance, Talent Management, Succession Planning, Performance Management, Program Management, Employee Engagement, Compensation & Benefits, Management
Education
The Ohio State University 1993 — 1996
BA, History
Reinsurance Group of America August 2011 - Present
Frings Consulting Solutions May 2010 - August 2011
Great American Financial Resources January 2007 - April 2010
Genworth Financial August 2006 - January 2007
Genworth Financial March 2003 - August 2006
Genworth Financial January 2002 - March 2003
Genworth Financial June 2000 - January 2002
Genworth Financial September 1997 - June 2000
Delta Life and Annuity July 1993 - September 1997
Protective Life January 1990 - July 1993
Skills
Insurance, Investments, Spreadsheet Design, IFRS, GAAP, Financial Reporting, Valuation, Reinsurance, Investment Strategies, Product Development, ALM, Pricing, Actuarial, Risk Management, Long Term Care, Financial Modeling, Actuarial Science, Financial Risk, Life Insurance, Portfolio Management, Long-term Care, Spreadsheets, Economic Capital, Enterprise Risk..., Financial Services, Fixed Annuities, Process Improvement, Finance, Asset Allocation, Retirement, Financial Analysis, Analysis, Mergers & Acquisitions
Education
CFA Institute 2002 — 2002
CFA Charterholder
Society of Actuaries 1998 — 1998
Fellow
University of Alabama 1984 — 1987
Bachelor’s Degree
Vestavia Hills High School 1980 — 1984
High School
Genworth March 2014 - Present
Genworth Financial October 2010 - February 2014
Genworth Financial December 2007 - September 2010
Genworth Financial June 2005 - November 2007
Capital One October 2001 - May 2005
Capital One May 2000 - September 2001
COF July 1999 - May 2000
US Army June 1992 - July 1999
Skills
Financial Services, Business Strategy, Leadership, New Business Development, Insurance, Operations Management, Expense Management, Business Analytics, Strategic Planning, Business Development, Six Sigma, CRM, Management, Project Management, SDLC, Outsourcing, Analysis, Strategy, Team Leadership, Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
MBA, Real Estate, CRM
US Naval School of Explosive Ordnance Disposal 1992 — 1993
N/A, Keeping all of my fingers and toes
United States Military Academy at West Point 1988 — 1992
BS, General Engineering / Russian
Training for Performance, Inc. May 1990 - Present
American Society for Training and Development 2007 - 2009
Genworth Financial September 2004 - April 2006
Genworh 2004 - 2006
Virginia Commonwealth University August 2002 - August 2004
Cisco Systems August 2000 - June 2001
George Washington University August 1995 - 2000
Skills
Organizational..., Instructional Design, MBTI, Leadership Development, Organizational..., Succession Planning, Adult Education, Career Development, Executive Coaching, Organizational Learning, Training, Workshop Facilitation, Performance Management, Coaching, Leadership, Strategy, E-Learning, Program Management, Resume Writing, Curriculum Design, Instructor-led Training, Human Resources, Strategic Planning, Management, Consulting
Education
Virginia Commonwealth University 1984 — 1990
PhD
University of Virginia 1976 — 1977
MA
Université Nice Sophia Antipolis 1974 — 1975
Certificat pour enseigner le francais a l'etranger
Thiel College 1969 — 1973
BA
Board of Directors at Nordstrom Bank 2009 - Present
Genworth Financial 2007 - 2013
Genworth Financial 2004 - 2007
GE Capital 1992 - 2004
Citibank 1983 - 1992
Shearson / American Express 1981 - 1983
Bantam Books, Inc. 1978 - 1981
Skills
Corporate Communications, Internal Communications, Marketing Communications, Media Relations, Communication Training, Strategic Communications, Strategy, Digital Strategy, Strategic Planning, Digital Media, Market Research, Social Media Marketing, Digital Marketing, Leadership, Public Relations, Brand Development, Advertising, Marketing, CRM, Product Management, Analytics, Business Planning, Product Development, Strategic Partnerships, Direct Marketing, Integrated Marketing, Email Marketing, Online Marketing
Education
Trinity College-Hartford 1974 — 1978
BA with Honors, English
Genworth Financial September 2011 - Present
Commonwealth of Virginia January 2010 - November 2011
Wyndham Vacation Ownership December 2007 - October 2008
Diane Meiller & Associates March 2007 - December 2007
Orange Lake Resort & Country Club March 2005 - January 2007
Citigroup Insurance Investments November 1997 - February 2005
Accenture June 1992 - October 1997
SBC April 1987 - June 1992
Pratt & Whitney Aircraft June 1984 - April 1987
IBM May 1983 - August 1983
Education
Tufts University 1980 — 1984
Bachelor of Science, Computer Science
PwC August 2011 - Present
United Airlines October 2012 - January 2013
AutoTrader.com January 2012 - October 2012
Bridgewater Associates August 2011 - January 2012
Purchasing Power February 2009 - August 2011
Veredus February 2009 - September 2009
BearingPoint January 2006 - January 2009
Embarq August 2008 - November 2008
Genworth Financial January 2008 - July 2008
Wells Fargo August 2007 - December 2007
Skills
PeopleSoft, PL/SQL, Java, GL, HTML, COBOL, SQL, Visual C++, Credit Management, Business Analysis, Business Process, ERP, Business Process..., Business Intelligence, Requirements Gathering, Oracle Applications, Testing, Financials, SDLC, Oracle, Management
Education
University of Alabama 2001 — 2005
Bachelor of Science: Mangement Information Systems, Minors: Computer Software Systems, Computer Applications and Technology, Finance (Real Estate)
University of Alabama 2001 — 2005
Bachelor of Science, Management Information Systems, General
Digital Eagle Technologies Inc. DWBI ConsultantRogers Communications Inc2007 - Present
Genworth Financial 2009 - 2010
Alliance Data Loyalty & Marketing Services ("Airmiles") 2004 - 2007
Airmiles (Loyalty Group) 2004 - 2007
AIR MILES Reward Program 2004 - 2007
GlaxoSmithKline 1998 - 2007
Glaxo SmithKline 1998 - 2004
Skills
Data Modeling, Business Intelligence, Data Warehousing, ETL, Informatica, Data Integration, Business Objects, Data Warehouse..., Erwin, Dimensional Modeling, OLAP, Business Analysis, Master Data Management, Cognos, Solution Architecture, Database Design, Data Migration, SSIS
Education
1985 — 1990
Habif, Arogeti & Wynne,LLP January 2009 - Present
Wachovia Securities, LLC May 2006 - December 2008
Genworth Financial May 2005 - August 2005
Skills
Retirement Plan..., Qualified Retirement..., defined benefit, Cash Balance, Microsoft Excel, Microsoft Word, Pensions, Pension Administration, Defined Benefit, Accounting
Education
The University of Georgia 2002 — 2006
Bachelor of Science (BS), Statistics
LTC Financial Partners June 2006 - Present
Genworth Financial December 1998 - June 2006
Skills
Long-term Care, Long Term Care Insurance, Insurance, Retirement, Employee Benefits, Medicare, Retirement Planning, Financial Planners, Critical Illness, Sales, Small Business, General Insurance, Training, Strategic Financial..., Underwriting, Sales Management, Team Building, Financial Advisory, Strategic Partnerships, Leadership
Education
The University of Texas at Arlington
BA
Sun Life Financial March 2013 - Present
Sun Life Financial January 2012 - February 2013
Sun Life Financial 2008 - January 2012
Sun Life Financial 2007 - 2008
Genworth Financial April 2001 - May 2007
Hartford Life 1985 - 1997
Skills
Product Development, Reinsurance, Insurance, Life Insurance, Actuarial Science, Underwriting, Financial Risk, Pricing, Strategy, Leadership, Disability Insurance, Management, Group Insurance, Risk Management, Employee Benefits, Brokers
Education
The Ohio State University 1983 — 1985
BS, Mathematics
The Ohio State University
William Blair & Company August 2012 - Present
University of Chicago Booth School of Business September 2010 - June 2012
Genworth Financial June 2008 - July 2010
Genworth Financial August 2006 - June 2008
Skills
Finance, Strategy, Investment Banking, Strategic Planning, Bloomberg, Valuation, Financial Modeling, Financial Analysis, Cross-functional Team..., Corporate Finance, Due Diligence, Mergers & Acquisitions, Risk Management
Education
The University of Chicago Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2002 — 2006
BSBA, Finance and Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Navy Federal Credit Union August 2013 - Present
Genworth Financial May 2008 - April 2013
Genworth Financial January 2003 - May 2008
Heritage Bank & Trust 2000 - 2003
Republic Mortgage Insurance Company January 1997 - January 1999
GE Mortgage Insurance January 1995 - January 1997
GE Mortgage Insurance January 1991 - January 1995
Right Mortgage Raleigh NC 1987 - 1989
First Union 1986 - 1988
Skills
Mortgage Lending, Banking, Loan Origination, Loans, Employee Training, Loss Mitigation, VA Loans, Credit, Program Management, Loan Servicing, Cold Calling, Mortgage Banking, Mortgage Underwriting, Six Sigma, Leadership, Mortgage Marketing, Refinance, Selling, Sales, Financial Risk, Sales Management, Business Development, Negotiation, Risk Management, Analysis, Operational Due..., Quality Assurance, Credit Risk, Strategic Leadership, Software Project..., Public Speaking, Credit Analysis, Real Estate, Management, Conventional Financing, FHA Financing, 100% Financing, FHA, Underwriting, Residential Mortgages, Finance, First Time Home Buyers, Investment Properties
Education
Tidewater Community College 1978 — 1980
Horticulture
Genworth Financial October 2009 - Present
LifeBrokers January 2001 - July 2009
Skills
Life Insurance, Underwriting, Term Life Insurance, Marketing, Fixed Annuities, Disability Insurance, Retirement Planning, Insurance, Long-term Care
Education
Thiel College 1990 — 1994
Shaler 1988 — 1990
Liberty Home Equity Solutions Inc., Ocwen Financial Subsidiary May 2013 - Present
Genworth Financial October 2008 - May 2013
Genworth Financial June 2007 - September 2008
HSBC April 2004 - May 2007
Decision One Mortgage, Household International Subsidiary March 2000 - March 2004
Household International June 1991 - March 2000
Skills
Leadership, Mortgage Lending, Risk Management, Mergers & Acquisitions, Loans, Mortgage Banking, Business Development, Underwriting, Credit, Banking, Financial Services, Operations Management
Education
Tulane University 1985 — 1989
Genworth Finanical VP, Capital MarketsGenworth Financial2000 - 2010
Genworth Financial 2000 - 2008
Education
Université Laval
Genworth Financial April 2013 - Present
Oliver Wyman March 2005 - March 2013
La Capitale January 2003 - March 2005
Skills
Actuarial Science, Loss Reserving, Data Analysis, Microsoft Office, SAS, VBA, General Insurance, Workers Compensation
Education
Université Laval 1999 — 2003
Bachelor's degree, Actuarial Science
Genworth Financial Senior Vice President, Private PlacementsGE Asset Management2001 - 2004
Education
The University of Connecticut School of Business
Representing Several Insurance Companies February 2013 - Present
Genworth Financial 2003 - February 2013
Independent Commercial & Residential Real Estate Appraiser January 1998 - May 2003
State of California July 1978 - June 1994
Skills
Long Term Care, Medicare Supplements, Annuities, Annuity, Insurance Agents, Long-term Care, Fixed Annuities, Medicare, Long Term Care Insurance, Term Life Insurance, Life Insurance, Insurance Brokerage, Universal Life, Small Business, Underwriting, Retirement Planning, Insurance, Employee Benefits, Health Insurance, Disability Insurance, 401k
Education
University of Southern California - Marshall School of Business 1965 — 1970
MBA, General Management
UCLA Anderson School of Management 1958 — 1962
BS, Marketing
University of California, Los Angeles 1958 — 1962
Bachelor of Science (BS), Marketing
Wells Fargo Advisors 2014 - Present
Signature Consultants 2013 - March 2014
Genworth Financial January 2011 - May 2012
Genworth Financial February 2009 - January 2011
Genworth Financial March 2008 - February 2009
Genworth Financial February 2007 - March 2008
Skills
Process Improvement, Leadership, Business Analysis, Cross-functional Team..., Project Management, Insurance, Training, Change Management, Analysis, SDLC, PMO, PMP, Operations Management, Team Building, Team Facilitation, Brainstorm Facilitation, Project Planning, Documentations, Communication, Organization, Building Relationships, New Product..., Project Coordination, Software Project..., SharePoint, Project Delivery, Management, IT Strategy
Education
University of Mary Washington 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Universidad de Deusto 2004 — 2004
Spanish Language and Literature
TREASURY PARTNERS 2009 - Present
GE Asset Management 2006 - 2009
GE Asset Management 2005 - 2006
Genworth Financial 2004 - 2005
Education
The University of Connecticut School of Business 2009 — 2014
MBA
University of Connecticut 1998 — 2001
Finance
Genworth Financial October 2011 - Present
Genworth Financial December 2007 - October 2011
Genworth Financial 2006 - 2007
Catalyst Communications Technologies, Inc. 2004 - 2006
Hewlett Packard 2000 - 2004
Skills
Digital Forensics, Endpoint Security, Security Patch..., Threat & Vulnerability..., IT Management, Troubleshooting, Help Desk Support, Management, Infrastructure, Servers, Technical Support, Information Technology, SCCM, IT Operations, Disaster Recovery, ITIL
Education
United States Naval Academy
GE July 2007 - Present
Bank of America November 2005 - July 2007
Genworth Financial October 2003 - November 2005
GE Financial Assurance August 1997 - October 2003
GE Corporate April 1995 - August 1997
GE Aviation June 1982 - April 1995
Skills
Black Belt, PMP, ITIL
Education
Thomas More College 1981 — 1985
Bachelors, Computer Science
home August 2009 - Present
Travel Agent November 2007 - Present
Travelbugs November 2010 - November 2011
GENWORTH FINANCIAL April 1974 - May 2007
FIRST COLONY 1974 - 2007
blue cross blue shield atlanta 1969 - 1974
Skills
Insurance, Term Life Insurance, Life Insurance, Underwriting, Health Insurance, Customer Service, Travel agent..., Employee Benefits, Financial Services
Education
The University of Georgia 1966 — 1969
BS, MATH
Seven Hills School 1959 — 1964
Bachelor of Science (BS)
Genworth Financial 2008 - 2009
Education
Towson University 2004 — 2008
BS, Math
Genworth Financial January 2011 - Present
Optimum Re Insurance Company April 2008 - January 2011
Ceramic Manufacturing Inc. April 2002 - April 2008
Skills
Databases, VBA, Reinsurance, Access, Actuarial Science, SQL, Insurance, Analysis, Analytics, ALM, Economic Capital, Data Analysis, Risk Management, Term Life Insurance, Microsoft Excel, SAS, Auditing, Visual Basic, Financial Analysis, Life Insurance, Investments
Education
The University of Texas at Austin 2005 — 2008
BS, Mathematics
Aflac August 2014 - Present
MPAG Consulting May 2014 - August 2014
Genworth Financial January 2014 - April 2014
Genworth March 2009 - December 2013
ING February 2007 - February 2009
Old Mutual 2001 - 2006
Fidelity and Guaranty Life Insurance Company 1994 - 2001
The Holden Group - Security First Life Co June 1990 - June 1994
Skills
Insurance, Economic Capital, Life Insurance, ALM, Actuarial Science, Mergers & Acquisitions, Financial Risk, Enterprise Risk..., Risk Management, Portfolio Management, Reinsurance, Financial Services, Underwriting, Fixed Annuities, Financial Modeling, Financial Analysis, Fixed Income, Investments
Education
Université Laval 1978 — 1981
BA, Actuarial
Genworth Financial January 2012 - Present
Sun Life International July 2008 - January 2012
Nationwide Financial February 2007 - July 2008
Duerr Financial October 2004 - July 2007
Federated Investors January 1999 - April 2004
Education
The Ohio State University - The Max M. Fisher College of Business
BSBA, Marketing
Save Our Youth (SOY) September 2014 - Present
Genworth Financial 2006 - July 2011
PIMCO April 2006 - July 2006
Pacific Life Insurance Company 2004 - 2005
Pacific Life Insurance Company 2001 - 2004
Skills
Bonds, Portfolio Management, Asset Management, Investments, Investment Strategies, Insurance, Fixed Income, Derivatives, Capital Markets, Hedging, Bloomberg, Trading, Securities, Market Risk, Alternative Investments, ALM
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Accounting & Finance
Princeton University 1972 — 1976
AB, Biology
Forio October 2013 - Present
Rino Soluciones January 2011 - Present
Near-Tech August 2011 - June 2013
Softtek January 2008 - July 2011
Genworth Financial 2008 - 2010
e-One Business Solution August 2007 - December 2007
Skills
Spring, Agile, Weblogic, OOP, Java, JavaScript, Hibernate, Eclipse, XML, TDD, Web Services, MySQL, Apache, CSS, SQL, HTML, Web Development, PHP, Software Development, UML, PL/SQL, MVC, Java Enterprise Edition, iOS, Spring Framework, Agile Methodologies
Education
Universidad Autónoma de Nuevo León 2002 — 2006
BS, Computer Science
Loudoun County Government May 2015 - Present
Arlington County Public Schools August 2014 - May 2015
Prince William County Public Schools October 2012 - May 2014
Minnieland Academy August 2011 - June 2012
Al-Hekma International School August 2009 - June 2011
Al-Hekma International School August 2009 - June 2011
Genworth Financial November 2003 - January 2009
Skills
Event Planning, Curriculum Design, Instructional Design, Adult Education, Community Outreach, E-Learning, Curriculum Development, Research, Editing, Public Speaking, Workshop Facilitation, Teaching, Writing, Teaching Reading, Instructor-led Training, Public Relations, Program Management, Video Production, Video Editing, Avid Media Composer, Supervisory Skills, Employee Training, Project Management, ESOL, Lesson Planning, Staff Development, Classroom Management, Higher Education, Training, Management
Education
University of New England 2010 — 2014
Master's Degree, Education, Curriculum and Instruction Strategies, 4.0
Oxford Seminars 2006 — 2006
certification, TESOL/TEFL
Towson University
Bachelor of Science, Mass Communications
CSC November 2004 - Present
Genworth Financial 1997 - November 2004
CMSI 1994 - 1997
Independent Life Insurance 1986 - 1994
Skills
SDLC, Requirements Analysis, PMO, Requirements Gathering, Change Management, PMP, Software Project..., Program Management, IT Service Management, Resource Management, ITIL, Integration, Agile Methodologies, Enterprise Architecture, Project Portfolio..., Project Delivery, Solution Architecture, IT Strategy, Vendor Management, Business Process..., Business Analysis, Project Management, Process Improvement, Management, Business Process, Business Intelligence
Education
Troy University 1978 — 1981
BS, Computer and Information Science
U.S. Army Software Engineering Center-Fort Lee August 2009 - Present
Northrop Grumman Information Systems November 2008 - August 2009
genworth financial 2002 - 2008
GE Appliances 1998 - 2002
Skills
Cross-functional Team...
Education
Troy University 1996 — 1998
Master of Science (M.S.), Management
University of North Carolina at Chapel Hill 1982 — 1986
B.S.
UnitedHealthcare November 2009 - Present
XL Insurance May 2007 - July 2009
Genworth Financial May 2002 - May 2007
Travelers Insurance August 1997 - May 2002
Hartford Steam Boiler Insurance Co August 1996 - August 1997
Travelers Insurance April 1989 - August 1996
Ernst & Young January 1982 - June 1986
Skills
Accounting, Forecasting, Process Improvement, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Finance, Financial Accounting, Management, General Ledger, Financial Services, Essbase, Employee Benefits
Education
The University of Connecticut School of Business 1980 — 1981
MBA, Accounting
The University of Connecticut School of Business 1976 — 1980
BS, Finance
Genworth December 2014 - Present
Genworth Financial December 2013 - December 2014
Genworth Financial August 2013 - December 2013
Genworth Financial June 2012 - July 2013
Genworth Financial November 2008 - June 2012
Genworth Financial March 2007 - November 2008
Skills
Long Term Care..., Term Life Insurance, Medicare, Fixed Annuities, Disability Insurance, Employee Benefits, Insurance, Health Insurance, Life Insurance, Retirement, Underwriting, Retirement Planning
Education
America's Health Insurance Plans (AHIP)
Long Term Care Professional (LTCP Insurace Designation)
Traviss Career Center
Certified Phlebotomist
CVTC Nursing Assistant Training Program
Certified Nursing Assistant
Westminster Canterbury
Certified Geriatric Nursing Assistant
Evangel Christian School
High School, General Studies
NH Learning Solutions Corporation January 2013 - Present
Genworth Financial December 2007 - December 2012
Compuware April 2003 - June 2006
MCPc July 2002 - April 2003
Meritage Technologies January 2000 - July 2002
Inacom Corporation (formally Vanstar & ComputerLand) December 1985 - December 1999
Skills
Microsoft Technologies, VMware, Cisco Technologies, Citrix, Project Management, Training Solution..., RedHat, Adobe, F5 BigIP, Juniper, IBM Certified, ITIL Certified, Networking, VoIP, IT Infrastructure..., Business Analysis
Education
The Ohio State University 1981 — 1985
BSBA, Business
Clay High School
SunTrust Bank February 2011 - Present
Bank of America November 2010 - March 2011
Bank of America May 2007 - December 2010
Genworth Financial July 2005 - May 2007
King Pharmaceuticals May 2004 - July 2005
Capital One April 1999 - May 2004
General Electric Lighting March 1998 - March 1999
US Army June 1993 - March 1998
Education
University of Richmond - Robins School of Business 2001 — 2003
MBA
United States Military Academy at West Point 1989 — 1993
BS, Management
Benedictine High School 1985 — 1989
MFS Investment Management May 2012 - Present
SagePoint Financial May 2010 - May 2012
SagePoint Financial January 2010 - May 2010
SagePoint Financial March 2009 - December 2009
Genworth Financial February 2007 - February 2009
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Series 7, Mutual Funds, Investments, Insurance, Series 63, Financial Services, Retirement Planning, Finance, FINRA, Financial Analysis, Fixed Annuities, Leadership, Marketing, Risk Management
Education
The Ohio State University 1999 — 2003
Bachelor of Science (B.S.), Financial Management
Mount Union College 1998 — 1999
AXA Financial October 2012 - Present
People Overcoming Cancer LLC January 2009 - Present
Simonton Cancer Counseling Center June 1984 - Present
Genworth Financial December 2006 - January 2009
Skills
Healthcare Information..., Cancer, Treatment, Psychotherapy, Health Insurance, Teaching, Holistic Health
Education
Université de Sherbrooke 1967 — 1972
MD, Psychosomatic medicine
Université de Sherbrooke / Sherbrooke University 1967 — 1971
Medical Doctor
Genworth Financial October 2012 - Present
Genworth Financial August 2011 - October 2012
Genworth Financial March 2008 - August 2011
Genworth Financial November 2006 - March 2008
Genworth Financial Advisors Corp. December 2000 - November 2006
TD Waterhouse 1996 - 2000
Education
The University of Connecticut School of Business 1999 — 2002
MBA, Finance
University of Central Florida 1989 — 1993
BA, Business
Genworth Financial June 2012 - Present
Genworth Financial April 2008 - May 2012
Barclays Capital April 2005 - April 2008
Morgan Stanley 1989 - 2005
Skills
Trading, Fixed Income, Management, Alternative Investments, Capital Markets, Investments, Credit, Portfolio Management, Equities, Securities, Series 7, Series 63, Bloomberg, Asset Managment, Asset Management
Education
Tulane University
Bachelor of Science (B.S.), Business Management
Americanized Benefit Consultants May 2003 - Present
Genworth Financial August 1991 - June 2008
Skills
Insurance, Employee Benefits, Disability Insurance, Underwriting, Brokers, Managed Care, Self-funded, Group Medical, New Business Development, Stop Loss, Sales, Management, Sales Operations, Health Insurance, Life Insurance, Property & Casualty..., TPA, Term Life Insurance, Commercial Insurance, Long-term Care, Health Savings Accounts, Group Insurance, Leadership
Education
The University of Texas at Austin 1986 — 1991
Business, Risk Management & Insurance, Marketing
Genworth Financial 2002 - June 2015
Global Household Brands 1999 - 2001
ABB/Taylor Instruments 1973 - 1984
Skills
Insurance, Medicare, Fixed Annuities, Retirement, Long-term Care, Strategic Financial..., Retirement Planning, Portfolio Management, Life Insurance, Employee Benefits, Long Term Care Insurance, Health Insurance, Estate Planning, Financial Advisory, 401k, Financial Planning
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1966 — 1968
Master of Business Administration (M.B.A.), Operations Management and Supervision
Union College 1961 — 1966
Bachelor's degree, Mechanical Engineering
Union College 1961 — 1966
Bachelor's degree, Economics
Union College 1961 — 1966
Bachelor's degree, Economics
Genworth Financial Assoc. Director - Corp. TaxMassMutual Financial GroupMay 1985 - August 1998
Education
The University of Connecticut School of Business 1973 — 1977
BS, Accounting
Genworth Financial April 2014 - Present
Bull Outdoor Products Inc. February 2012 - March 2015
Genworth Financial April 2013 - April 2014
Mission Viejo Country Club May 2012 - May 2013
Saddleback Valley Unified School District August 2011 - April 2013
Self Employed May 2011 - April 2013
Skills
Team Leadership, Salesforce.com, Outlook, Blogging, Team Building, Social Media, Marketing Strategy, Website Promotion, Sports Coaching, Communication Skills, Time Management, Work Ethic, Teaching, Lead Generation, Public Relations, Research, Management, Event Management, Marketing, Microsoft Office, PowerPoint, Communication, Microsoft Word, Program Management, Leadership, Sales, Customer Service, Sports, Event Planning, Public Speaking, Marketing Communications
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Science in Kinesiology, Sport Management, Minor in Communications
Mission Viejo High School 2003 — 2007
Genworth Financial July 2011 - Present
Sun Trust Investment Services January 2011 - July 2011
Wells Fargo Advisors August 2010 - January 2011
Education
United Theological Seminary 2009 — 2010
Preaching & Leadership
Virginia Union University 1997 — 2000
Masters of Divinity, Theology
University of Mary Washington 1990 — 1994
Bachelor of Arts, Economics
Sun Life Financial April 2009 - Present
Sun Life Financial June 2007 - March 2009
Genworth Financial April 2004 - May 2007
GE FINANCIAL ASSURANCE April 2000 - March 2004
Phoenix Home Life Mutual Insurance Company March 1995 - March 2000
MassMutual Financial Group January 1987 - March 1995
Skills
Business Analysis, Project Management, Six Sigma, Program Management, Coaching/performance..., Estimating, Requirements elicitation, Use Case, Process Improvement, Data Modeling, Requirements Gathering, Databases, Testing, Analysis, SQL, SDLC, Requirements Analysis
Education
Albert-Ludwigs-Universität Freiburg im Breisgau 1985 — 1986
n/a
University of Virginia 1982 — 1986
BA, GERMAN LANGUAGE & LITERATURE
Genworth Financial 2012 - Present
AAA 2011 - 2012
Education
University of Southern Mississippi 1974 — 1977
Nationwide Financial October 2014 - Present
Sedgwick April 2013 - October 2014
Nationwide Insurance July 2005 - September 2012
Genworth Financial 1997 - 2005
Rehabilitation Services Commission 1995 - 1996
Huntington National Bank June 1990 - September 1994
Skills
Employee Benefits, Structured Settlements, Insurance, Life Insurance, General Insurance, Workers Compensation, Casualty, Analysis, Customer Service, Commercial Insurance
Education
The Ohio State University 1990 — 1995
Bachelor of Arts (B.A.), Psychology
Genworth Financial July 2011 - Present
Great American Financial Resources March 2006 - July 2008
AT&T November 2001 - August 2004
Education
University of Kansas 2011 — 2012
University of Saint Mary
College of William and Mary August 2008 - Present
Genworth Financial October 2005 - February 2008
GE January 1979 - September 2005
US Army 1967 - 1978
Skills
Global Compensation, Benefits Design, Interviews, Resume Writing, Coaching, Executive Pay, Pension Administration, 401k, Healthcare, Employee Stock Options, Employee Benefits, Workforce Planning, Leadership, Program Management, Deferred Compensation, Management
Education
The University of Texas at El Paso 1963 — 1966
Bachelor of Arts (B.A.), Psychology
University of Northern Colorado 1974 — 1975
Master of Science (MS), Business Administration and Management, General
AssetMark 2011 - Present
Genworth Financial February 2006 - October 2011
Farmers Insurance 2005 - 2006
CSAA Insurance Group 2003 - 2005
Education
University College Cork 2000 — 2001
N/A, Applied Psychology
University of California, Davis 1997 — 2000
Bachelor of Arts (BA), Psychology
Emdeon April 2014 - Present
Amerigroup January 2010 - April 2014
Genworth Financial May 2006 - December 2009
Education
The University of Georgia 2000 — 2002
Master of Business Administration (MBA), Human Resources Management and Services
University of Florida 1993 — 1997
Bachelor's degree, Psychology