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,
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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
Employee
Years
Job
Industry
Dave Connelly Dave Connelly's Genworth Financial Experience January 2001 - June 2006
Job Financial Services Professional at Capstone Partners Financial and Insurance Services
Industry Insurance
Experience
Capstone Partners Financial and Insurance Services April 2015 - Present
Assurant Employee Benefits September 2013 - April 2015
AIG Benefit Solutions June 2008 - August 2013
Sun Life Financial June 2006 - June 2008
Genworth Financial January 2001 - June 2006
GE Financial January 1995 - January 2001
Skills
Sales Operations, Term Life Insurance, Insurance, Sales Management, Property & Casualty..., Recruiting, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Training, Brokers, Long-term Care, Strategic Planning, Sales, Management, Workers Compensation, Business Strategy, Customer Retention, Human Resources, Underwriting, Voluntary Products
Education
Villanova University 1989 — 1993
BS, Business Administration, Finance
University of California, Irvine
University of California, Irvine
University of California, Irvine
Capstone Partners Financial and Insurance Services April 2015 - Present
Assurant Employee Benefits September 2013 - April 2015
AIG Benefit Solutions June 2008 - August 2013
Sun Life Financial June 2006 - June 2008
Genworth Financial January 2001 - June 2006
GE Financial January 1995 - January 2001
Skills
Sales Operations, Term Life Insurance, Insurance, Sales Management, Property & Casualty..., Recruiting, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Training, Brokers, Long-term Care, Strategic Planning, Sales, Management, Workers Compensation, Business Strategy, Customer Retention, Human Resources, Underwriting, Voluntary Products
Education
Villanova University 1989 — 1993
BS, Business Administration, Finance
University of California, Irvine
University of California, Irvine
University of California, Irvine
Scott Wilkins Scott Wilkins's Genworth Financial Experience January 2003 - June 2004
Job Chief Compliance Officer at NBC Securities, Inc. a correspondent of RBC Correspondent Services
Industry Financial Services
Experience
NBC Securities, Inc. a correspondent of RBC Correspondent Services June 2004 - Present
Genworth Financial January 2003 - June 2004
Amsouth Investment Services January 1999 - January 2003
Education
University of Alabama at Birmingham 1991 — 1995
Bachelor of Science (BS), Biology/Biological Sciences, General
NBC Securities, Inc. a correspondent of RBC Correspondent Services June 2004 - Present
Genworth Financial January 2003 - June 2004
Amsouth Investment Services January 1999 - January 2003
Education
University of Alabama at Birmingham 1991 — 1995
Bachelor of Science (BS), Biology/Biological Sciences, General
Frances Miranda Frances Miranda's Genworth Financial Experience September 2005 - August 2006
Job Sales Consultant for the Oracle Marketing Cloud/Eloqua
Industry Internet
Experience
Oracle July 2014 - Present
The SAVO Group 2010 - June 2014
Salesforce.com October 2008 - 2010
VMware September 2007 - October 2008
Google August 2006 - August 2007
Genworth Financial September 2005 - August 2006
Skills
Process Improvement, CRM, PaaS, Cloud Computing, Pre-sales, Salesforce.com, SaaS, Enterprise Software, Solution Selling, Sales, Sales Enablement, Sales Process, Leadership, Software Industry, Management, Sales Management, Lead Generation, Sales Operations, Direct Sales, Account Management, Marketing
Education
University of California, Davis 2002 — 2005
BA, Communication - Emphasis in Media Industry
Oracle July 2014 - Present
The SAVO Group 2010 - June 2014
Salesforce.com October 2008 - 2010
VMware September 2007 - October 2008
Google August 2006 - August 2007
Genworth Financial September 2005 - August 2006
Skills
Process Improvement, CRM, PaaS, Cloud Computing, Pre-sales, Salesforce.com, SaaS, Enterprise Software, Solution Selling, Sales, Sales Enablement, Sales Process, Leadership, Software Industry, Management, Sales Management, Lead Generation, Sales Operations, Direct Sales, Account Management, Marketing
Education
University of California, Davis 2002 — 2005
BA, Communication - Emphasis in Media Industry
Rafael Sawin's Genworth Financial Experience June 2011 - Present
Job Florida's Finest Insurance Services, Inc
Industry Insurance
Experience
Berlin & Denys Insurance July 2011 - Present
Florida's Finest Insurance Services, Inc May 2012 - Present
Universal Business Resource Center, Inc October 2013 - Present
Florida Blue June 2011 - Present
Aetna July 2011 - Present
USAble Life May 2012 - Present
Aflac August 2011 - Present
Transamerica Life Insurance Company August 2013 - Present
American General Life Companies August 2013 - Present
Genworth Financial June 2011 - Present
Skills
Individual Life, Supplemental Health, Life Insurance, Term Life Insurance, Insurance, Health Insurance, Fixed Annuities, Whole Life, Disability Insurance, General Insurance, Property & Casualty..., Long-term Care, Leadership, Medicare, Training, Employee Benefits, Retirement, Sales, Customer Service, Management, Team Building, New Business Development
Education
University of Florida 2001 — 2006
Economics, Insurance
Oviedo High School 1997 — 2001
High School Diploma
Berlin & Denys Insurance July 2011 - Present
Florida's Finest Insurance Services, Inc May 2012 - Present
Universal Business Resource Center, Inc October 2013 - Present
Florida Blue June 2011 - Present
Aetna July 2011 - Present
USAble Life May 2012 - Present
Aflac August 2011 - Present
Transamerica Life Insurance Company August 2013 - Present
American General Life Companies August 2013 - Present
Genworth Financial June 2011 - Present
Skills
Individual Life, Supplemental Health, Life Insurance, Term Life Insurance, Insurance, Health Insurance, Fixed Annuities, Whole Life, Disability Insurance, General Insurance, Property & Casualty..., Long-term Care, Leadership, Medicare, Training, Employee Benefits, Retirement, Sales, Customer Service, Management, Team Building, New Business Development
Education
University of Florida 2001 — 2006
Economics, Insurance
Oviedo High School 1997 — 2001
High School Diploma
Charles Elazier Charles Elazier's Genworth Financial Experience March 2007 - November 2013
Job Business Operations Analyst at Risk Management Express dba RMX Insurance Services
Industry Financial Services
Experience
Risk Management Express dba RMX Insurance Services April 2014 - Present
AssetMark November 2013 - February 2014
Genworth Financial March 2007 - November 2013
Genworth Financial November 2006 - March 2007
Bank of America May 2005 - October 2006
Skills
Finance, Process Improvement, Management, Leadership, Financial Risk, Financial Services, Data Analysis, CRM, Sales, Business Intelligence, Accounting, Loans, Training, Investments, Risk Management, User Acceptance Testing, Project Management, Employee Training, Financial Reporting, Customer Experience, Money Management, Operations Management, Operational Excellence, Analysis, Employee Benefits, Business Analysis, Emergency Management, Business Process..., IT Operations, Sales Operations, Anti Money Laundering, Relationship Management, Portfolio Management, Financial Analysis, Customer Service, Team Leadership, Salesforce.com, SQL, JavaScript, Microsoft Office, Strategy, Program Management, Requirements Analysis, Banking, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Exchange
Education
University of California, Berkeley
Bachelor of Arts (B.A.), African American Studies
Risk Management Express dba RMX Insurance Services April 2014 - Present
AssetMark November 2013 - February 2014
Genworth Financial March 2007 - November 2013
Genworth Financial November 2006 - March 2007
Bank of America May 2005 - October 2006
Skills
Finance, Process Improvement, Management, Leadership, Financial Risk, Financial Services, Data Analysis, CRM, Sales, Business Intelligence, Accounting, Loans, Training, Investments, Risk Management, User Acceptance Testing, Project Management, Employee Training, Financial Reporting, Customer Experience, Money Management, Operations Management, Operational Excellence, Analysis, Employee Benefits, Business Analysis, Emergency Management, Business Process..., IT Operations, Sales Operations, Anti Money Laundering, Relationship Management, Portfolio Management, Financial Analysis, Customer Service, Team Leadership, Salesforce.com, SQL, JavaScript, Microsoft Office, Strategy, Program Management, Requirements Analysis, Banking, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Exchange
Education
University of California, Berkeley
Bachelor of Arts (B.A.), African American Studies
Jim Lambdin, LUTC Jim Lambdin, LUTC's Genworth Financial Experience January 1995 - December 2013
Job Retirement Planning, Safe Investment, No Fees, Reasonable Rate of Return
Industry Financial Services
Experience
Envision LTC, Inc January 2005 - Present
LTC Planners, Inc 1990 - Present
Genworth Financial January 1995 - December 2013
Genworth Financial 2006 - 2011
Genworth Financial 1995 - 2006
The MONY Group August 1990 - April 1995
Images Laboratories LTD March 1977 - September 1988
United Airlines June 1968 - April 1978
Skills
Platinum District Leader, Insurance, Long Term Care, Health, Health Insurance, Sales Management, Negotiation, Coaching, Change Management, Disability Insurance, Small Business, Operations Management, Annuities, Customer Relations, Customer Service, Six Sigma, Team Building, Excel, Compliance, Retirement, Microsoft Office, Problem Solving, New Business Development, Long-term Care, Fixed Annuities, Recruiting, Management, Strategic Financial..., Life Insurance, Leadership, Program Management, Sales, Term Life Insurance, Business Planning, Long Term Care Insurance, Microsoft Excel, Medicare, 401k
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1972
BA, Management
Envision LTC, Inc January 2005 - Present
LTC Planners, Inc 1990 - Present
Genworth Financial January 1995 - December 2013
Genworth Financial 2006 - 2011
Genworth Financial 1995 - 2006
The MONY Group August 1990 - April 1995
Images Laboratories LTD March 1977 - September 1988
United Airlines June 1968 - April 1978
Skills
Platinum District Leader, Insurance, Long Term Care, Health, Health Insurance, Sales Management, Negotiation, Coaching, Change Management, Disability Insurance, Small Business, Operations Management, Annuities, Customer Relations, Customer Service, Six Sigma, Team Building, Excel, Compliance, Retirement, Microsoft Office, Problem Solving, New Business Development, Long-term Care, Fixed Annuities, Recruiting, Management, Strategic Financial..., Life Insurance, Leadership, Program Management, Sales, Term Life Insurance, Business Planning, Long Term Care Insurance, Microsoft Excel, Medicare, 401k
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1972
BA, Management
Ginny West Ginny West's Genworth Financial Experience April 2009 - January 2011
Job Client Service Manager at Kathleen Lenover, Inc.
Industry Financial Services
Experience
Kathleen Lenover, Inc. January 2011 - Present
Genworth Financial April 2009 - January 2011
Wachovia Securities, LLC January 2005 - March 2009
Skills
Communication, Detail Oriented, Follow Through, Experience in Financial..., Understanding of Long..., Trusted
Education
University of Colorado Denver 1988 — 1990
Business Administration, Human Resources
Kathleen Lenover, Inc. January 2011 - Present
Genworth Financial April 2009 - January 2011
Wachovia Securities, LLC January 2005 - March 2009
Skills
Communication, Detail Oriented, Follow Through, Experience in Financial..., Understanding of Long..., Trusted
Education
University of Colorado Denver 1988 — 1990
Business Administration, Human Resources
Xiangrong Raymond Cai Xiangrong Raymond Cai's Genworth Financial Experience February 2005 - March 2008
Job AVP & Sr. Risk Manager
Industry Insurance
Experience
Hartford Life December 2009 - Present
Hartford Life March 2008 - December 2009
Genworth Financial February 2005 - March 2008
JPMorgan Chase March 2004 - February 2005
Education
University of Delaware 2002 — 2003
Master, Statistics
Hartford Life December 2009 - Present
Hartford Life March 2008 - December 2009
Genworth Financial February 2005 - March 2008
JPMorgan Chase March 2004 - February 2005
Education
University of Delaware 2002 — 2003
Master, Statistics
Jon C. Terry, CLTC Jon C. Terry, CLTC's Genworth Financial Experience August 2001 - Present
Job Licensed Insurance Agent with Genworth Financial
Industry Insurance
Experience
Genworth Financial August 2001 - Present
Sears, Roebuck and Co. March 1994 - July 2001
GE Appliance Division March 1972 - June 1993
Skills
Long Term Care Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Insurance, Medicare, Universal Life, Life Insurance, Insurance Brokerage
Education
University of Cincinnati 1965 — 1969
BFA, Fine Arts
University of Cincinnati 1965 — 1969
Bachelor of Fine Arts (B.F.A.)
Genworth Financial August 2001 - Present
Sears, Roebuck and Co. March 1994 - July 2001
GE Appliance Division March 1972 - June 1993
Skills
Long Term Care Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Insurance, Medicare, Universal Life, Life Insurance, Insurance Brokerage
Education
University of Cincinnati 1965 — 1969
BFA, Fine Arts
University of Cincinnati 1965 — 1969
Bachelor of Fine Arts (B.F.A.)
Valentin Tanase Valentin Tanase's Genworth Financial Experience April 2006 - October 2013
Job Senior Software Architect at Federal Reserve Bank of Richmond
Industry Insurance
Experience
Federal Reserve Bank of Richmond October 2013 - Present
Genworth Financial April 2006 - October 2013
Dollar Tree Stores January 2004 - March 2006
COMSYS March 2003 - December 2003
IonIdea 2000 - 2003
Skills
Sun Certified Java..., Java Enterprise Edition, IBM Websphere, JBoss Application Server, WebSphere ESB, TOGAF, Eclipse, Workflow, Oracle, Spring, Spring MVC, iBatis, Hibernate, SOA, Web Services, RESTful WebServices, JAX-WS, JAX-RPC, JAXB, Axis2, JMS, EJB, JSP, Servlets, JSTL, AJAX, YUI, Websphere, Enterprise Software, Business Process, WebSphere Application..., Spring Framework, WebSphere, Architectures, ESB, Requirements Analysis, SDLC, SQL, Architecture, Vendor Management, Business Analysis
Education
University of Bucharest 1988 — 1992
Master Degree in Engineering, Mathematics and Computer Science
Liceul I.L. Caragiale din Bucuresti 1982 — 1986
Federal Reserve Bank of Richmond October 2013 - Present
Genworth Financial April 2006 - October 2013
Dollar Tree Stores January 2004 - March 2006
COMSYS March 2003 - December 2003
IonIdea 2000 - 2003
Skills
Sun Certified Java..., Java Enterprise Edition, IBM Websphere, JBoss Application Server, WebSphere ESB, TOGAF, Eclipse, Workflow, Oracle, Spring, Spring MVC, iBatis, Hibernate, SOA, Web Services, RESTful WebServices, JAX-WS, JAX-RPC, JAXB, Axis2, JMS, EJB, JSP, Servlets, JSTL, AJAX, YUI, Websphere, Enterprise Software, Business Process, WebSphere Application..., Spring Framework, WebSphere, Architectures, ESB, Requirements Analysis, SDLC, SQL, Architecture, Vendor Management, Business Analysis
Education
University of Bucharest 1988 — 1992
Master Degree in Engineering, Mathematics and Computer Science
Liceul I.L. Caragiale din Bucuresti 1982 — 1986
Philip McKinley's Genworth Financial Experience January 2004 - March 2012
Job Compliance Officer at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates February 2013 - Present
Pacific Serenades July 2002 - Present
Genworth Financial January 2004 - March 2012
Transamerica Investment Management, LLC March 1999 - December 2003
Meyers Capital Management, LLC April 1996 - February 1999
AIDS Healthcare Foundation August 1992 - August 1998
Griffin Financial Services 1994 - 1996
Mercantile National Bank 1991 - 1994
First Imperial Investor Services 1988 - 1990
Skills
Investments, FINRA, Mutual Funds, SEC, Securities, Investment Advisory, RIA, Anti Money Laundering, Investment Management, Financial Services
Education
University of California, Los Angeles 1976 — 1980
Bachelor of Arts (BA)
Wilshire Associates February 2013 - Present
Pacific Serenades July 2002 - Present
Genworth Financial January 2004 - March 2012
Transamerica Investment Management, LLC March 1999 - December 2003
Meyers Capital Management, LLC April 1996 - February 1999
AIDS Healthcare Foundation August 1992 - August 1998
Griffin Financial Services 1994 - 1996
Mercantile National Bank 1991 - 1994
First Imperial Investor Services 1988 - 1990
Skills
Investments, FINRA, Mutual Funds, SEC, Securities, Investment Advisory, RIA, Anti Money Laundering, Investment Management, Financial Services
Education
University of California, Los Angeles 1976 — 1980
Bachelor of Arts (BA)
Nancy VanAman Nancy VanAman's Genworth Financial Experience January 2013 - Present
Job Licensed Independent Agent for Genworth Life Insurance Company
Industry Insurance
Experience
Genworth Financial January 2013 - Present
Skills
Health Insurance, Stress, Long-term Care, Time Management, Insurance, Medicare, Employee Benefits, Eldercare, Psychotherapy, Parent Education, Marriage counseling
Education
Washington University in St. Louis 1983 — 1984
Master's Degree, Master's Degree in Social Work
University of Evansville 1979 — 1983
Bachelor of Applied Science, Social Work
Genworth Financial January 2013 - Present
Skills
Health Insurance, Stress, Long-term Care, Time Management, Insurance, Medicare, Employee Benefits, Eldercare, Psychotherapy, Parent Education, Marriage counseling
Education
Washington University in St. Louis 1983 — 1984
Master's Degree, Master's Degree in Social Work
University of Evansville 1979 — 1983
Bachelor of Applied Science, Social Work
Stacey (Ebert) Smith, CPA Stacey (Ebert) Smith, CPA's Genworth Financial Experience November 2012 - December 2013
Job Senior Finance Analyst at Genworth
Industry Insurance
Experience
Genworth January 2014 - Present
Genworth Financial November 2012 - December 2013
Genworth Financial September 2009 - October 2012
Genworth Financial August 2005 - August 2009
Kimberly-Clark 2004 - 2005
Kimberly-Clark 2002 - 2004
Kimberly-Clark 2000 - 2002
Cherry Bekaert LLP 1993 - 2000
Cherry Bekaert LLP 1991 - 1993
Skills
GAAP and STAT accounting, Financial Reporting, Strong vendor..., Analytics, Process Improvement, Problem Solving, Collaboration, Communication, Execution, Accounting, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, GAAP, General Ledger, Cash Flow, Insurance, Account Reconciliation, Auditing, Internal Controls, Financial Analysis
Education
University of Florida 1990 — 1991
Masters in Accounting, Taxation
University of Florida 1986 — 1990
Bachelor's degree, Accounting
Genworth January 2014 - Present
Genworth Financial November 2012 - December 2013
Genworth Financial September 2009 - October 2012
Genworth Financial August 2005 - August 2009
Kimberly-Clark 2004 - 2005
Kimberly-Clark 2002 - 2004
Kimberly-Clark 2000 - 2002
Cherry Bekaert LLP 1993 - 2000
Cherry Bekaert LLP 1991 - 1993
Skills
GAAP and STAT accounting, Financial Reporting, Strong vendor..., Analytics, Process Improvement, Problem Solving, Collaboration, Communication, Execution, Accounting, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, GAAP, General Ledger, Cash Flow, Insurance, Account Reconciliation, Auditing, Internal Controls, Financial Analysis
Education
University of Florida 1990 — 1991
Masters in Accounting, Taxation
University of Florida 1986 — 1990
Bachelor's degree, Accounting
Christine S. Miller, CLTC's Genworth Financial Experience October 2012 - Present
Job Sales Learning and Development Coach at Genworth Financial
Industry Financial Services
Experience
Genworth Financial October 2012 - Present
Helzberg Diamonds January 1996 - June 2012
Helzberg Diamonds October 1994 - December 1995
Helzberg Diamonds 1982 - 1994
Skills
Sales, Coaching, Training Facilitation, Instructional Design, Communication, Performance Management, Behavioral Interviewing, Visual Merchandising, Management, Training, Employee Training, Retail, Store Management, Customer Satisfaction, Recruiting, Time Management, Leadership, Sales Management, Customer Service, Negotiation, Team Leadership, Team Building, Staff Development, Sales Operations, Customer Experience, Hiring, Analysis, Leadership Development, Merchandising, Customer Retention, Teamwork, Employee Relations, Inventory Management, Interviews, P&L Management, Human Resources, Succession Planning, Budgets, Operations Management, Process Scheduler, Organizational...
Education
Corporation for Long Term Care
American Gem Society 2011 — 2011
Registered Jeweler
Gemological Institute of America 2011 — 2011
Accredited Jewelry Professional
Diamond Council of America
Graduate, Diamonds and Colored Gemstones
University of Arizona 1976 — 1979
Sahuaro High School 1972 — 1976
Genworth Financial October 2012 - Present
Helzberg Diamonds January 1996 - June 2012
Helzberg Diamonds October 1994 - December 1995
Helzberg Diamonds 1982 - 1994
Skills
Sales, Coaching, Training Facilitation, Instructional Design, Communication, Performance Management, Behavioral Interviewing, Visual Merchandising, Management, Training, Employee Training, Retail, Store Management, Customer Satisfaction, Recruiting, Time Management, Leadership, Sales Management, Customer Service, Negotiation, Team Leadership, Team Building, Staff Development, Sales Operations, Customer Experience, Hiring, Analysis, Leadership Development, Merchandising, Customer Retention, Teamwork, Employee Relations, Inventory Management, Interviews, P&L Management, Human Resources, Succession Planning, Budgets, Operations Management, Process Scheduler, Organizational...
Education
Corporation for Long Term Care
American Gem Society 2011 — 2011
Registered Jeweler
Gemological Institute of America 2011 — 2011
Accredited Jewelry Professional
Diamond Council of America
Graduate, Diamonds and Colored Gemstones
University of Arizona 1976 — 1979
Sahuaro High School 1972 — 1976
Robert Jarnutowski Robert Jarnutowski's Genworth Financial Experience January 2001 - July 2005
Job Business Leader, Customer Risk Management at MasterCard
Industry Banking
Experience
MasterCard October 2011 - Present
Robert M. Jarnutowski Consulting July 2010 - December 2010
GE Money July 2005 - February 2009
Genworth Financial January 2001 - July 2005
GE Card Services July 1997 - January 2001
GE Commercial Finance January 1993 - July 1997
GE Capital February 1991 - January 1993
Deloitte August 1989 - February 1991
Deloitte September 1985 - August 1989
Schnidman Barron & Co CPAs July 1984 - September 1985
Skills
Commercial Banking, Commercial Credit, Corporate Credit, Corporate Lending, Credit Portfolio..., Deal Management, Middle Market, Credit Review, Financial Review, Origination, Series 65, Consumer Finance, Accounting, Banking, Documentation, Financial Analysis, Negotiation, Contract Negotiations, Risk Management, Tax, Underwriting, Financial Services, Portfolio Management, Credit, Due Diligence, Credit Cards, Finance, Management, Loans, Private Equity, Contract Negotiation, Executive Management, Analysis, Process Improvement, Financial Reporting, Financial Risk
Education
University of Hartford 1980 — 1984
BS, Accounting
University of Hartford 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
MasterCard October 2011 - Present
Robert M. Jarnutowski Consulting July 2010 - December 2010
GE Money July 2005 - February 2009
Genworth Financial January 2001 - July 2005
GE Card Services July 1997 - January 2001
GE Commercial Finance January 1993 - July 1997
GE Capital February 1991 - January 1993
Deloitte August 1989 - February 1991
Deloitte September 1985 - August 1989
Schnidman Barron & Co CPAs July 1984 - September 1985
Skills
Commercial Banking, Commercial Credit, Corporate Credit, Corporate Lending, Credit Portfolio..., Deal Management, Middle Market, Credit Review, Financial Review, Origination, Series 65, Consumer Finance, Accounting, Banking, Documentation, Financial Analysis, Negotiation, Contract Negotiations, Risk Management, Tax, Underwriting, Financial Services, Portfolio Management, Credit, Due Diligence, Credit Cards, Finance, Management, Loans, Private Equity, Contract Negotiation, Executive Management, Analysis, Process Improvement, Financial Reporting, Financial Risk
Education
University of Hartford 1980 — 1984
BS, Accounting
University of Hartford 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
Trey Corish Trey Corish's Genworth Financial Experience June 2003 - July 2008
Job VP at Corish & Co., Inc.
Industry Insurance
Experience
Corish & Co., Inc. Event Director for Tampa Bay Woman of the YearWCF2010 - 2013
Genworth Financial June 2003 - July 2008
GE Financial July 1998 - June 2003
Phoenix Mutual/Phoenix Home Life July 1990 - June 1998
Skills
Commercial Insurance, Insurance, Risk Management, Healthcare, Employee Benefits, Six Sigma, Professional Liability, Inland Marine, Excess, Boat, Umbrella, Group Health, Auto Liability, D&O, General Liability, Surety Bonds, Autos, Supplemental Insurance, Cafeteria Plans, HRAs, Flexible Spending..., Open Enrollment, Benefits Communication, Workers Compensation, Health Insurance, Brokers, Disability Insurance, Group Benefits, Term Life Insurance, Property & Casualty..., Liability Analysis, Sales, Maintaining Strong..., Selling, Leadership, Underwriting, Legal Liability
Education
University of Georgia - Terry College of Business 1986 — 1990
Risk Management & Insurance, Insurance
Corish & Co., Inc. Event Director for Tampa Bay Woman of the YearWCF2010 - 2013
Genworth Financial June 2003 - July 2008
GE Financial July 1998 - June 2003
Phoenix Mutual/Phoenix Home Life July 1990 - June 1998
Skills
Commercial Insurance, Insurance, Risk Management, Healthcare, Employee Benefits, Six Sigma, Professional Liability, Inland Marine, Excess, Boat, Umbrella, Group Health, Auto Liability, D&O, General Liability, Surety Bonds, Autos, Supplemental Insurance, Cafeteria Plans, HRAs, Flexible Spending..., Open Enrollment, Benefits Communication, Workers Compensation, Health Insurance, Brokers, Disability Insurance, Group Benefits, Term Life Insurance, Property & Casualty..., Liability Analysis, Sales, Maintaining Strong..., Selling, Leadership, Underwriting, Legal Liability
Education
University of Georgia - Terry College of Business 1986 — 1990
Risk Management & Insurance, Insurance
Norman Pia Norman Pia's Genworth Financial Experience September 2009 - Present
Job Sales and Consulting Team Leader at Assetmark
Industry Financial Services
Experience
AssetMark October 2012 - Present
Genworth Financial September 2009 - Present
John Hancock December 2003 - April 2009
John Hancock December 2003 - February 2006
PlanMember Financial Corporation January 2003 - December 2003
Skills
Fixed Annuities, Mutual Funds, Separately Managed..., Retirement Planning, Variable Annuities, Uniform Combined State..., Asset Allocation, Securities, Alternative Investments, ETFs, Retirement, 401k, FINRA Series 7, FINRA Series 63, FINRA Series 65, CA Life and Health..., FINRA Series 26
Education
University of California, Berkeley 1999 — 2002
Bachelor of Arts, Economics, Business
AssetMark October 2012 - Present
Genworth Financial September 2009 - Present
John Hancock December 2003 - April 2009
John Hancock December 2003 - February 2006
PlanMember Financial Corporation January 2003 - December 2003
Skills
Fixed Annuities, Mutual Funds, Separately Managed..., Retirement Planning, Variable Annuities, Uniform Combined State..., Asset Allocation, Securities, Alternative Investments, ETFs, Retirement, 401k, FINRA Series 7, FINRA Series 63, FINRA Series 65, CA Life and Health..., FINRA Series 26
Education
University of California, Berkeley 1999 — 2002
Bachelor of Arts, Economics, Business
Lori Klobas Lori Klobas's Genworth Financial Experience January 2012 - Present
Job Long Term Care Specialist
Industry Insurance
Experience
Genworth Financial January 2012 - Present
Summit Mortgage August 2006 - August 2011
SCME Mortgage Bankers April 2003 - October 2007
Option One Mortgage May 1997 - May 2003
Education
University of Nevada-Reno 1977 — 1982
BA, Social Work
University of California, Berkeley 1974 — 1976
Genworth Financial January 2012 - Present
Summit Mortgage August 2006 - August 2011
SCME Mortgage Bankers April 2003 - October 2007
Option One Mortgage May 1997 - May 2003
Education
University of Nevada-Reno 1977 — 1982
BA, Social Work
University of California, Berkeley 1974 — 1976
Karen Jimison Karen Jimison's Genworth Financial Experience May 2010 - June 2015
Job Insurance Agent at Arola and Associates
Industry Insurance
Experience
Arola and Associates June 2015 - Present
Genworth Financial May 2010 - June 2015
Skills
Long Term Care Insurance, Long-term Care, Fixed Annuities, Term Life Insurance, Disability Insurance, Retirement, Retirement Planning, Life Insurance, Universal Life, Insurance
Education
UCLA
Bachelor of Arts, English and Business
Arola and Associates June 2015 - Present
Genworth Financial May 2010 - June 2015
Skills
Long Term Care Insurance, Long-term Care, Fixed Annuities, Term Life Insurance, Disability Insurance, Retirement, Retirement Planning, Life Insurance, Universal Life, Insurance
Education
UCLA
Bachelor of Arts, English and Business
Nick Bazarevitsch Nick Bazarevitsch's Genworth Financial Experience 2010 - 2012
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC 2013 - Present
Genworth Financial 2010 - 2012
SunAmerica Financial Group 1997 - 2009
Skills
Relationship Management, Investment Advisory, Asset Allocation, Securities, Wealth Management, Mutual Funds, Retirement Planning, Investments, Financial Services, Series 7, Series 63, FINRA, Variable Annuities, Life Insurance, Uniform Combined State..., Series 66, Series 26
Education
University of California, Los Angeles
Bachelor's Degree, Economics
VALIC 2013 - Present
Genworth Financial 2010 - 2012
SunAmerica Financial Group 1997 - 2009
Skills
Relationship Management, Investment Advisory, Asset Allocation, Securities, Wealth Management, Mutual Funds, Retirement Planning, Investments, Financial Services, Series 7, Series 63, FINRA, Variable Annuities, Life Insurance, Uniform Combined State..., Series 66, Series 26
Education
University of California, Los Angeles
Bachelor's Degree, Economics
Nicholas Bennett's Genworth Financial Experience May 2011 - August 2011
Job Business Development Manager at Terryberry Company
Industry Program Development
Experience
Terryberry Company June 2013 - Present
Monster Energy May 2012 - April 2013
First American Title June 2012 - August 2012
Genworth Financial May 2011 - August 2011
Skills
Social Networking, Event Planning, Social Media Marketing, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office, Event Management, Customer Service, Sales, Outlook, Strategic Planning, Time Management, Teamwork, Leadership, Advertising, Facebook, Marketing, Salesforce.com
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor's Degree, Business Administration and Management Cum Laude with Honors, 3.5
Terryberry Company June 2013 - Present
Monster Energy May 2012 - April 2013
First American Title June 2012 - August 2012
Genworth Financial May 2011 - August 2011
Skills
Social Networking, Event Planning, Social Media Marketing, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office, Event Management, Customer Service, Sales, Outlook, Strategic Planning, Time Management, Teamwork, Leadership, Advertising, Facebook, Marketing, Salesforce.com
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor's Degree, Business Administration and Management Cum Laude with Honors, 3.5
Cindy Allen's Genworth Financial Experience January 2012 - October 2014
Job Divisional Vice President at Genworth
Industry Insurance
Experience
Genworth November 2014 - Present
Genworth Financial January 2012 - October 2014
The Guardian Life Insurance Company of America 2006 - January 2012
MetLife July 2004 - September 2005
MetLife 2002 - 2004
Skills
Sales, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Long-term Care, Universal Life, Relationship Management, Pensions, Healthcare, Term Life Insurance, Financial Services, Finance, Financial Planners, Wealth Management, Management, Property & Casualty..., Wealth, Long Term Care Insurance, Retirement Planning, 401k, Financial Advisory, Retirement, Employee Benefits, Commercial Insurance, Estate Planning, Underwriting, Claim, Health Savings Accounts, Variable Annuities, Small Business, IRAs, Strategic Financial..., Mutual Funds, Investments, Whole Life, Brokers, Critical Illness, Medicare
Education
University of Connecticut 1984 — 1988
B.S., Business
Genworth November 2014 - Present
Genworth Financial January 2012 - October 2014
The Guardian Life Insurance Company of America 2006 - January 2012
MetLife July 2004 - September 2005
MetLife 2002 - 2004
Skills
Sales, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Long-term Care, Universal Life, Relationship Management, Pensions, Healthcare, Term Life Insurance, Financial Services, Finance, Financial Planners, Wealth Management, Management, Property & Casualty..., Wealth, Long Term Care Insurance, Retirement Planning, 401k, Financial Advisory, Retirement, Employee Benefits, Commercial Insurance, Estate Planning, Underwriting, Claim, Health Savings Accounts, Variable Annuities, Small Business, IRAs, Strategic Financial..., Mutual Funds, Investments, Whole Life, Brokers, Critical Illness, Medicare
Education
University of Connecticut 1984 — 1988
B.S., Business
Max Bullis's Genworth Financial Experience June 2013 - October 2013
Job Systems Engineer II at CopperPoint/SCF Arizona
Industry Information Technology and Services
Experience
CopperPoint/SCF Arizona October 2013 - Present
Genworth Financial June 2013 - October 2013
Technisource - Genworth Financial October 2010 - June 2013
Technisource October 2009 - October 2010
APSC December 2007 - August 2009
FocusIT December 2005 - March 2007
TriWest Healthcare Alliance 2007 - 2007
Star HRG March 2003 - December 2005
Suntrust Banks Inc. January 2002 - June 2002
Walt Disney World January 1999 - January 2002
Skills
Microsoft Exchange, VPN, Active Directory, VMware ESX, Blackberry Enterprise..., LeftHand, VMware, Server 2000-2008, iSCSI, IIS, Troubleshooting, Antivirus, Hardware, HP Storage, FTP, Symantec Endpoint..., McAfee, Vendor Management, Project Management, Process Improvement, Business Analysis, HP, Technical Support
Education
University of Central Florida 1998 — 2000
CopperPoint/SCF Arizona October 2013 - Present
Genworth Financial June 2013 - October 2013
Technisource - Genworth Financial October 2010 - June 2013
Technisource October 2009 - October 2010
APSC December 2007 - August 2009
FocusIT December 2005 - March 2007
TriWest Healthcare Alliance 2007 - 2007
Star HRG March 2003 - December 2005
Suntrust Banks Inc. January 2002 - June 2002
Walt Disney World January 1999 - January 2002
Skills
Microsoft Exchange, VPN, Active Directory, VMware ESX, Blackberry Enterprise..., LeftHand, VMware, Server 2000-2008, iSCSI, IIS, Troubleshooting, Antivirus, Hardware, HP Storage, FTP, Symantec Endpoint..., McAfee, Vendor Management, Project Management, Process Improvement, Business Analysis, HP, Technical Support
Education
University of Central Florida 1998 — 2000
Holly MacMillan Holly MacMillan's Genworth Financial Experience March 2007 - February 2009
Job Marketing Coordinator at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management 2009 - Present
Genworth Financial March 2007 - February 2009
SunTrust Banks, Inc. December 2002 - March 2007
INVESCO December 2000 - December 2004
Investors Financial Group August 1997 - December 2000
Merrill Lynch August 1995 - May 1997
Skills
Salesforce
Education
University of Georgia - Terry College of Business 1990 — 1994
BBA, Finance
Stadion Money Management 2009 - Present
Genworth Financial March 2007 - February 2009
SunTrust Banks, Inc. December 2002 - March 2007
INVESCO December 2000 - December 2004
Investors Financial Group August 1997 - December 2000
Merrill Lynch August 1995 - May 1997
Skills
Salesforce
Education
University of Georgia - Terry College of Business 1990 — 1994
BBA, Finance
Elana Foxx Elana Foxx's Genworth Financial Experience 2004 - 2006
Job Producer's Brokerage Director Long Term Care & Disability Specialist at BackNine Insurance Services
Industry Insurance
Experience
BackNine Insurance Services June 2013 - Present
MassMutual Financial Group January 2007 - Present
Genworth Financial 2004 - 2006
Skills
Disability Insurance, Insurance, Public Speaking, Long-term Care, Long Term Care Insurance, Retirement, Portfolio Management, Fixed Annuities, Retirement Planning, Life Insurance, Term Life Insurance, IRAs, Financial Planners, Financial Services, Financial Planning
Education
The Corporation for Long-Term Care Certification 2002 — 2004
LTCI Specialist, Long Term Care Insurance Specialist
University of California, Santa Cruz
University of California, Santa Cruz
University of California, Santa Cruz
BackNine Insurance Services June 2013 - Present
MassMutual Financial Group January 2007 - Present
Genworth Financial 2004 - 2006
Skills
Disability Insurance, Insurance, Public Speaking, Long-term Care, Long Term Care Insurance, Retirement, Portfolio Management, Fixed Annuities, Retirement Planning, Life Insurance, Term Life Insurance, IRAs, Financial Planners, Financial Services, Financial Planning
Education
The Corporation for Long-Term Care Certification 2002 — 2004
LTCI Specialist, Long Term Care Insurance Specialist
University of California, Santa Cruz
University of California, Santa Cruz
University of California, Santa Cruz
W Scott Hurt, CFP®, CPA W Scott Hurt, CFP®, CPA's Genworth Financial Experience January 2007 - February 2011
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Kasch, Levitch, McAleer & Associates March 2011 - Present
Genworth Financial January 2007 - February 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) October 2005 - January 2007
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) February 2004 - October 2005
Goldman Sachs June 2003 - August 2003
Skills
Financial Services, Fixed Income, Variable Annuities, Long-term Care, IRAs, Uniform Combined State..., Bonds, FINRA, Financial Planners, Term Life Insurance, Securities, Asset Management, Relationship Management, Equities, Life & Health Insurance..., Trading, Long Term Care Insurance
Education
Virginia Commonwealth University 2010 — 2012
Post-baccalaureate Certificate, Accounting
University of Florida 2000 — 2003
Bachelor of Science, Finance
Kasch, Levitch, McAleer & Associates March 2011 - Present
Genworth Financial January 2007 - February 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) October 2005 - January 2007
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) February 2004 - October 2005
Goldman Sachs June 2003 - August 2003
Skills
Financial Services, Fixed Income, Variable Annuities, Long-term Care, IRAs, Uniform Combined State..., Bonds, FINRA, Financial Planners, Term Life Insurance, Securities, Asset Management, Relationship Management, Equities, Life & Health Insurance..., Trading, Long Term Care Insurance
Education
Virginia Commonwealth University 2010 — 2012
Post-baccalaureate Certificate, Accounting
University of Florida 2000 — 2003
Bachelor of Science, Finance
Terry Burke's Genworth Financial Experience July 2004 - July 2006
Job Vice President & General Manager, Individual Markets at Blue Cross Blue Shield of Michigan
Industry Insurance
Experience
Blue Cross Blue Shield of Michigan February 2010 - Present
Wellpoint July 2006 - March 2011
UniCare 2006 - 2010
Genworth Financial July 2004 - July 2006
GE Capital December 2001 - July 2004
FineLight Marketing Communications April 2000 - December 2001
WellPoint Inc. (formerly Trigon Health Care Company) April 1993 - April 2000
St. Gregory Group April 1989 - April 1993
Anthem April 1986 - April 1989
Great American Insurance June 1980 - April 1986
Skills
Account Management, Brokers, Business Analysis, Business Development, Business Strategy, Contract Negotiation, Cross-functional Team..., Employee Benefits, Executive Management, Health Insurance, Healthcare, Insurance, Leadership, Life Insurance, Managed Care, Management, Marketing, Marketing Strategy, Medicare, New Business Development, Process Improvement, Product Development, Sales, Sales Management, Strategic Planning, Strategy, Team Building, Team Leadership, Underwriting
Education
University of Cincinnati College of Business 1987 — 1989
Masters, Marketing
University of Cincinnati College of Business 1976 — 1980
Bachelors, Actuarial Science & Finance
Blue Cross Blue Shield of Michigan February 2010 - Present
Wellpoint July 2006 - March 2011
UniCare 2006 - 2010
Genworth Financial July 2004 - July 2006
GE Capital December 2001 - July 2004
FineLight Marketing Communications April 2000 - December 2001
WellPoint Inc. (formerly Trigon Health Care Company) April 1993 - April 2000
St. Gregory Group April 1989 - April 1993
Anthem April 1986 - April 1989
Great American Insurance June 1980 - April 1986
Skills
Account Management, Brokers, Business Analysis, Business Development, Business Strategy, Contract Negotiation, Cross-functional Team..., Employee Benefits, Executive Management, Health Insurance, Healthcare, Insurance, Leadership, Life Insurance, Managed Care, Management, Marketing, Marketing Strategy, Medicare, New Business Development, Process Improvement, Product Development, Sales, Sales Management, Strategic Planning, Strategy, Team Building, Team Leadership, Underwriting
Education
University of Cincinnati College of Business 1987 — 1989
Masters, Marketing
University of Cincinnati College of Business 1976 — 1980
Bachelors, Actuarial Science & Finance
Howard Goldstein's Genworth Financial Experience 1999 - 2011
Job President Always Best Care Senior Services
Industry Hospital & Health Care
Experience
Always Best Care Metrowest November 2009 - Present
Genworth Financial 1999 - 2011
Howard M Goldstein, CPA 1988 - 2010
American Express Financial Advisors 1999 - 1999
Defense Contract Audit Agency 1983 - 1988
Skills
Healthcare, Long-term Care, Medicare, Medicaid, Insurance, Social Services, Seniors, Elder Care, Home Care, Small Business, Compassion, Retirement Planning, Hospitals, Healthcare Industry, Nursing, Managed Care, Health Insurance, Estate Planning, Retirement, Case Managment, Long Term Care Insurance, Fixed Annuities, Mental Health, Coaching, Disability Insurance, HIPAA, Healthcare Management, Healthcare Information..., Healthcare Consulting, Term Life Insurance, Rehabilitation, Health Education, 401k, New Business Development, Medicare Part D, Life Insurance, Physician Relations, Employee Benefits, Financial Planners, Leadership Development, Strategic Financial..., Executive Management, Leadership, Financial Advisory
Education
University of Connecticut 1969 — 1973
B.A., Economics
Always Best Care Metrowest November 2009 - Present
Genworth Financial 1999 - 2011
Howard M Goldstein, CPA 1988 - 2010
American Express Financial Advisors 1999 - 1999
Defense Contract Audit Agency 1983 - 1988
Skills
Healthcare, Long-term Care, Medicare, Medicaid, Insurance, Social Services, Seniors, Elder Care, Home Care, Small Business, Compassion, Retirement Planning, Hospitals, Healthcare Industry, Nursing, Managed Care, Health Insurance, Estate Planning, Retirement, Case Managment, Long Term Care Insurance, Fixed Annuities, Mental Health, Coaching, Disability Insurance, HIPAA, Healthcare Management, Healthcare Information..., Healthcare Consulting, Term Life Insurance, Rehabilitation, Health Education, 401k, New Business Development, Medicare Part D, Life Insurance, Physician Relations, Employee Benefits, Financial Planners, Leadership Development, Strategic Financial..., Executive Management, Leadership, Financial Advisory
Education
University of Connecticut 1969 — 1973
B.A., Economics
Penny Hamner's Genworth Financial Experience 1997 - 2000
Job Learning & Development / Associate Manager
Industry Financial Services
Experience
Accenture May 2013 - Present
RoundPoint Mortgage October 2012 - April 2013
Accenture April 2012 - October 2012
PMI Mortgage Insurance Co. 2000 - 2012
PMI Mortgage Insurance Co. November 2003 - January 2010
PMI Mortgage Insurance Co. 2000 - 2003
Genworth Financial 1997 - 2000
HSBC 1987 - 1996
Skills
Team Leadership, Internal Communications, Management, Mortgage Underwriting, Appraisal Review, Able To Multi-task, Results Oriented, Time Management, Microsoft Office, Self Starter, Project Planning, Training Delivery, Needs Analysis, SharePoint, Webinars, E-learning, WebEx, E-Learning, Process Improvement, Mortgage Lending, Risk Management, Employee Training, Loans
Education
University of Delaware
Bachelor of Science - Business Administration, Marketing
UNC Charlotte
Completed T&D Certification 2007, Training & Development
Scotch Plains Fanwood HS
College Prep
Accenture May 2013 - Present
RoundPoint Mortgage October 2012 - April 2013
Accenture April 2012 - October 2012
PMI Mortgage Insurance Co. 2000 - 2012
PMI Mortgage Insurance Co. November 2003 - January 2010
PMI Mortgage Insurance Co. 2000 - 2003
Genworth Financial 1997 - 2000
HSBC 1987 - 1996
Skills
Team Leadership, Internal Communications, Management, Mortgage Underwriting, Appraisal Review, Able To Multi-task, Results Oriented, Time Management, Microsoft Office, Self Starter, Project Planning, Training Delivery, Needs Analysis, SharePoint, Webinars, E-learning, WebEx, E-Learning, Process Improvement, Mortgage Lending, Risk Management, Employee Training, Loans
Education
University of Delaware
Bachelor of Science - Business Administration, Marketing
UNC Charlotte
Completed T&D Certification 2007, Training & Development
Scotch Plains Fanwood HS
College Prep
Lloyd Perez, CPCU Lloyd Perez, CPCU's Genworth Financial Experience April 2005 - April 2007
Job Director of Operations at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual April 2007 - Present
Genworth Financial April 2005 - April 2007
General Electric April 2001 - April 2005
State Farm Insurance September 1994 - April 2001
Skills
Process Improvement, Strategic Planning, Insurance, Cross-functional Team..., Vendor Management, Change Management, Sales Management, Business Planning, Business Process..., Team Building, Training, Quality Assurance, Leadership, Risk Management, Six Sigma, Program Management
Education
Jesuit High School
University of California, Berkeley
Bachelor of Arts, Molecular and Cellular Biology
Liberty Mutual April 2007 - Present
Genworth Financial April 2005 - April 2007
General Electric April 2001 - April 2005
State Farm Insurance September 1994 - April 2001
Skills
Process Improvement, Strategic Planning, Insurance, Cross-functional Team..., Vendor Management, Change Management, Sales Management, Business Planning, Business Process..., Team Building, Training, Quality Assurance, Leadership, Risk Management, Six Sigma, Program Management
Education
Jesuit High School
University of California, Berkeley
Bachelor of Arts, Molecular and Cellular Biology
Bobbie Lyons's Genworth Financial Experience November 2012 - Present
Job Long Term Care Insurance Agent at Genworth Financial
Industry Renewables & Environment
Experience
Genworth Financial November 2012 - Present
Northwest Cascade January 1998 - January 2013
Joseph E. Seagram & Sons Corp. January 1988 - January 1993
Joseph E. Seagram & Sons Corp. January 1984 - January 1988
Skills
Marketing Strategy, Strategic Planning, Social Media Marketing, Product Development, Advertising, Marketing Management, Marketing Communications, Product Marketing, Market Planning, Direct Marketing, B2B Marketing, Marketing, Event Management, Social Media, Lead Generation, Digital Media, Email Marketing, Brand Development, Business Strategy, Sales Management
Education
University of Evansville 1970 — 1974
Bachelor of Science, Marketing
Cathedral High School 1966 — 1970
Genworth Financial November 2012 - Present
Northwest Cascade January 1998 - January 2013
Joseph E. Seagram & Sons Corp. January 1988 - January 1993
Joseph E. Seagram & Sons Corp. January 1984 - January 1988
Skills
Marketing Strategy, Strategic Planning, Social Media Marketing, Product Development, Advertising, Marketing Management, Marketing Communications, Product Marketing, Market Planning, Direct Marketing, B2B Marketing, Marketing, Event Management, Social Media, Lead Generation, Digital Media, Email Marketing, Brand Development, Business Strategy, Sales Management
Education
University of Evansville 1970 — 1974
Bachelor of Science, Marketing
Cathedral High School 1966 — 1970
Paul Beckworth Paul Beckworth's Genworth Financial Experience November 2011 - September 2012
Job Mortgage Specialist at Brizzi Inc.
Industry Financial Services
Experience
Liberty Home Equity Solutions September 2012 - December 2013
Genworth Financial November 2011 - September 2012
Genworth Financial July 2010 - November 2011
Skills
Mortgage Banking, FHA financing, Underwriting, Sales, Loans, Residential Mortgages, Reverse Mortgages, Wholesale, Refinance, Mortgage Lending, FHA, Mortgage Underwriting
Education
University of California, Davis 1999 — 2003
BS, Political Science and Government
Liberty Home Equity Solutions September 2012 - December 2013
Genworth Financial November 2011 - September 2012
Genworth Financial July 2010 - November 2011
Skills
Mortgage Banking, FHA financing, Underwriting, Sales, Loans, Residential Mortgages, Reverse Mortgages, Wholesale, Refinance, Mortgage Lending, FHA, Mortgage Underwriting
Education
University of California, Davis 1999 — 2003
BS, Political Science and Government
Bill Nolan Bill Nolan's Genworth Financial Experience February 2011 - October 2013
Job Correspondent & Affinity Sales Leader at Liberty Home Equity Solutions
Industry Banking
Experience
Liberty Home Equity Solutions October 2013 - Present
Genworth Financial February 2011 - October 2013
California Department of Veterans Affairs December 2008 - February 2011
Accredited Home Lenders July 2004 - August 2008
HSBC March 2003 - April 2004
Household Finance February 1999 - February 2003
Beneficial Finance June 1989 - February 1999
Skills
Mortgage Lending, Strategic Planning, Leadership, Underwriting, Credit, Team Leadership, Sales Management, Profit, Sales Growth, Financial Audits, Management, Marketing, Mortgage Banking, Executive Management, Loans, Finance, Team Building, Mortgage Underwriting, Customer Service, Loan Origination, Business Development, Training, Sales, Banking, Residential Mortgages, Risk Management
Education
University of California, Davis 1980 — 1984
BA, Politics / Economics
Liberty Home Equity Solutions October 2013 - Present
Genworth Financial February 2011 - October 2013
California Department of Veterans Affairs December 2008 - February 2011
Accredited Home Lenders July 2004 - August 2008
HSBC March 2003 - April 2004
Household Finance February 1999 - February 2003
Beneficial Finance June 1989 - February 1999
Skills
Mortgage Lending, Strategic Planning, Leadership, Underwriting, Credit, Team Leadership, Sales Management, Profit, Sales Growth, Financial Audits, Management, Marketing, Mortgage Banking, Executive Management, Loans, Finance, Team Building, Mortgage Underwriting, Customer Service, Loan Origination, Business Development, Training, Sales, Banking, Residential Mortgages, Risk Management
Education
University of California, Davis 1980 — 1984
BA, Politics / Economics
Larry Dean Larry Dean's Genworth Financial Experience January 1999 - April 2005
Job HealthCare Specialist at Forrest T. Jones & Company, Inc.
Industry Insurance
Experience
Forrest T. Jones & Company, Inc. August 2006 - Present
HealthCare Solutions 2006 - Present
Genworth Financial January 1999 - April 2005
Apartment Finders International 1970 - 1976
Skills
Medicare, Health Insurance, Agents, Long Term Care Insurance, Long-term Care, Healthcare, Marketing, Individual Health..., Access, Insurance, Employee Benefits, Term Life Insurance, Fixed Annuities, Whole Life
Education
University of Arizona 1966 — 1967
MBA, Marketing
Wichita State University 1961 — 1964
BBA, Business Administration & Engineering
Forrest T. Jones & Company, Inc. August 2006 - Present
HealthCare Solutions 2006 - Present
Genworth Financial January 1999 - April 2005
Apartment Finders International 1970 - 1976
Skills
Medicare, Health Insurance, Agents, Long Term Care Insurance, Long-term Care, Healthcare, Marketing, Individual Health..., Access, Insurance, Employee Benefits, Term Life Insurance, Fixed Annuities, Whole Life
Education
University of Arizona 1966 — 1967
MBA, Marketing
Wichita State University 1961 — 1964
BBA, Business Administration & Engineering
Roy Darrington Roy Darrington's Genworth Financial Experience November 2008 - April 2013
Job Senior Software Quality Analyst at Liberty Home Equity Solutions
Industry Computer Software
Experience
Liberty Home Equity Solutions April 2013 - Present
Genworth Financial November 2008 - April 2013
Western Area Power Administration February 2008 - November 2009
Amdocs June 1998 - February 2008
DST Innovis 1998 - 2008
Skills
Software Quality..., Software Quality, Quality Center, SDLC, Test Planning, User Acceptance Testing, Agile Methodologies, Test Automation, QTP, Requirements Analysis, Testing, System Testing, Microsoft Excel, Version One, Microsoft SQL Server, Data Mining, Data Analysis, Reverse Mortgages
Education
University of Idaho 1978 — 1985
Certificate of Proficiency in Commercial Computer Programming, Computer Science
University of Idaho
Liberty Home Equity Solutions April 2013 - Present
Genworth Financial November 2008 - April 2013
Western Area Power Administration February 2008 - November 2009
Amdocs June 1998 - February 2008
DST Innovis 1998 - 2008
Skills
Software Quality..., Software Quality, Quality Center, SDLC, Test Planning, User Acceptance Testing, Agile Methodologies, Test Automation, QTP, Requirements Analysis, Testing, System Testing, Microsoft Excel, Version One, Microsoft SQL Server, Data Mining, Data Analysis, Reverse Mortgages
Education
University of Idaho 1978 — 1985
Certificate of Proficiency in Commercial Computer Programming, Computer Science
University of Idaho
Gregory Koertgen Gregory Koertgen's Genworth Financial Experience January 2006 - January 2009
Job Wealth Management Consultant at Saybrus Partners, Inc
Industry Insurance
Experience
Saybrus Partners, Inc April 2014 - Present
VALIC Financial Advisors January 2013 - April 2014
Producers Financial Group December 2009 - July 2011
Genworth Financial January 2006 - January 2009
Lincoln Financial Distributors April 1999 - January 2006
All American Life Insurance Company March 1996 - February 1999
Skills
Long Term Care, Insurance, Term Life Insurance, Series 6, Customer Relations, Consultative Selling, Account Management, Wholesaling, Wholesale, Long-term Care, Universal Life, Long Term Care Insurance, Retirement Planning, Customer Service, Marketing, Financial Advisory, Marketing Strategy, Selling, Life Insurance, Fixed Annuities, Estate Planning, Whole Life, Variable Annuities, Retirement, Financial Services, Employee Benefits, Series 63, 401k, IRAs, Mutual Funds, Financial Planners, FINRA, Strategic Financial..., Asset Allocation, Investment Advisory, Wealth, Health Insurance
Education
University of Dayton
Bachelor of Science (BS), Marketing
Saybrus Partners, Inc April 2014 - Present
VALIC Financial Advisors January 2013 - April 2014
Producers Financial Group December 2009 - July 2011
Genworth Financial January 2006 - January 2009
Lincoln Financial Distributors April 1999 - January 2006
All American Life Insurance Company March 1996 - February 1999
Skills
Long Term Care, Insurance, Term Life Insurance, Series 6, Customer Relations, Consultative Selling, Account Management, Wholesaling, Wholesale, Long-term Care, Universal Life, Long Term Care Insurance, Retirement Planning, Customer Service, Marketing, Financial Advisory, Marketing Strategy, Selling, Life Insurance, Fixed Annuities, Estate Planning, Whole Life, Variable Annuities, Retirement, Financial Services, Employee Benefits, Series 63, 401k, IRAs, Mutual Funds, Financial Planners, FINRA, Strategic Financial..., Asset Allocation, Investment Advisory, Wealth, Health Insurance
Education
University of Dayton
Bachelor of Science (BS), Marketing
Jeff Condit Jeff Condit's Genworth Financial Experience June 2007 - April 2012
Job SVP Finance Closed Block Operations at Unum
Industry Insurance
Experience
Unum April 2012 - Present
Genworth Financial June 2007 - April 2012
GE Financial Assurance (now Genworth Financial) April 2001 - June 2007
GE Edison Life Insurance September 1998 - April 2001
GE Financial Assurance 1996 - September 1998
GE Financial Assurance 1993 - 1995
Arthur Andersen & Co. 1988 - 1993
Skills
Insurance Product..., Insurance Finance &..., Financial Planning &..., Cost Management, Mergers & Acquisitions, Reinsurance, Capital Management, Controllership, Auditing, Contract Negotiation, Client Relationship..., Business Integrations, Business Development, Strategic Planning, Distribution Management, Service Operations, Product Development, Team Leadership, Building Strong Teams, Develop & Execute..., Marketing Strategy, Online Marketing, Mergers, Insurance, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2005
The Executive Program
University of California, Los Angeles 1984 — 1987
Bachelor of Arts, Economics / Business
Los Altos High School 1980 — 1984
Diploma
Unum April 2012 - Present
Genworth Financial June 2007 - April 2012
GE Financial Assurance (now Genworth Financial) April 2001 - June 2007
GE Edison Life Insurance September 1998 - April 2001
GE Financial Assurance 1996 - September 1998
GE Financial Assurance 1993 - 1995
Arthur Andersen & Co. 1988 - 1993
Skills
Insurance Product..., Insurance Finance &..., Financial Planning &..., Cost Management, Mergers & Acquisitions, Reinsurance, Capital Management, Controllership, Auditing, Contract Negotiation, Client Relationship..., Business Integrations, Business Development, Strategic Planning, Distribution Management, Service Operations, Product Development, Team Leadership, Building Strong Teams, Develop & Execute..., Marketing Strategy, Online Marketing, Mergers, Insurance, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2005
The Executive Program
University of California, Los Angeles 1984 — 1987
Bachelor of Arts, Economics / Business
Los Altos High School 1980 — 1984
Diploma
Jeremy Filliben Jeremy Filliben's Genworth Financial Experience June 2011 - Present
Job Network Architect / Instructor
Industry Computer Networking
Experience
Pristine Packets April 2007 - Present
CyberCore Technologies January 2010 - Present
Genworth Financial June 2011 - Present
Getco LLC January 2011 - June 2011
Genworth Financial August 2004 - January 2011
CCBOOTCAMP February 2010 - December 2010
General Electric April 2001 - August 2004
Netigy Corporation October 1999 - September 2001
First USA Bank November 1998 - October 1999
RPM Consulting September 1998 - October 1999
Skills
Spin-offs, Network Design, Network Security, Data Center, WAN, VPN, OSPF, Routing, Cisco, MPLS, Routers, Cisco Technologies, Teaching, CCIE, CCDE, Agile Project Management, Cisco Certified, BGP, Network Engineering, Switches, Cisco IOS, Cisco Routers, EIGRP, TCP/IP, CISSP, DHCP, LAN-WAN, Load Balancing, Catalyst Switches, Disaster Recovery, ASA, Cisco Nexus, Networking, IPv6, IPSec, Routing Protocols, QoS, Network Architecture, Security, DNS, IP, Virtualization, Firewalls, Network Administration
Education
University of Delaware 1994 — 1998
Bachelor of Science
Pristine Packets April 2007 - Present
CyberCore Technologies January 2010 - Present
Genworth Financial June 2011 - Present
Getco LLC January 2011 - June 2011
Genworth Financial August 2004 - January 2011
CCBOOTCAMP February 2010 - December 2010
General Electric April 2001 - August 2004
Netigy Corporation October 1999 - September 2001
First USA Bank November 1998 - October 1999
RPM Consulting September 1998 - October 1999
Skills
Spin-offs, Network Design, Network Security, Data Center, WAN, VPN, OSPF, Routing, Cisco, MPLS, Routers, Cisco Technologies, Teaching, CCIE, CCDE, Agile Project Management, Cisco Certified, BGP, Network Engineering, Switches, Cisco IOS, Cisco Routers, EIGRP, TCP/IP, CISSP, DHCP, LAN-WAN, Load Balancing, Catalyst Switches, Disaster Recovery, ASA, Cisco Nexus, Networking, IPv6, IPSec, Routing Protocols, QoS, Network Architecture, Security, DNS, IP, Virtualization, Firewalls, Network Administration
Education
University of Delaware 1994 — 1998
Bachelor of Science
Dave Czerwonka Dave Czerwonka's Genworth Financial Experience 2006 - 2007
Job Managing Principal at Redstone Partners, LLC
Industry Consumer Services
Experience
Redstone Partners, LLC 2012 - Present
Zigmo, LLC 2009 - 2012
Circuit City / Firedog Services 2007 - 2009
Genworth Financial 2006 - 2007
GE Capital 2004 - 2005
GE Capital 2001 - 2004
GE Capital 1999 - 2001
GE Aviation 1995 - 1998
Skills
Strategy, Start-ups, CRM, Entrepreneurship, Strategic Partnerships, Management, Process Improvement, Business Transformation, Six Sigma, Cross-functional Team..., Product Development, Enterprise Software, Product Management, Project Management, P&L Management, Analytics, Program Management, Mergers & Acquisitions, Change Management, Management Consulting, Financial Services, New Business Development, Executive Management, Professional Services, Team Leadership, International Business, Relationship Management, Process Engineering, Information Technology, Marketing Strategy, Restructuring, Acquisition Integration, Corporate Development, Organizational..., Competitive Strategies, Leadership, Start-up Consulting, Strategic Consulting
Education
Xavier University - Williams College of Business
MBA
University of Dayton
Engineering
Redstone Partners, LLC 2012 - Present
Zigmo, LLC 2009 - 2012
Circuit City / Firedog Services 2007 - 2009
Genworth Financial 2006 - 2007
GE Capital 2004 - 2005
GE Capital 2001 - 2004
GE Capital 1999 - 2001
GE Aviation 1995 - 1998
Skills
Strategy, Start-ups, CRM, Entrepreneurship, Strategic Partnerships, Management, Process Improvement, Business Transformation, Six Sigma, Cross-functional Team..., Product Development, Enterprise Software, Product Management, Project Management, P&L Management, Analytics, Program Management, Mergers & Acquisitions, Change Management, Management Consulting, Financial Services, New Business Development, Executive Management, Professional Services, Team Leadership, International Business, Relationship Management, Process Engineering, Information Technology, Marketing Strategy, Restructuring, Acquisition Integration, Corporate Development, Organizational..., Competitive Strategies, Leadership, Start-up Consulting, Strategic Consulting
Education
Xavier University - Williams College of Business
MBA
University of Dayton
Engineering
Debbie Helderman's Genworth Financial Experience July 2010 - June 2014
Job Learning and Development Team Manager at Genworth
Industry Professional Training & Coaching
Experience
Genworth June 2014 - Present
Genworth Financial July 2010 - June 2014
DSW December 2008 - June 2010
Circuit City June 2007 - December 2008
Circuit City December 2002 - June 2007
First North American National Bank (FNANB)- Circuit City July 1999 - December 2002
Victoria's Secret February 1996 - July 1999
Skills
Outlook, Project Management, Employee Training, Analysis, Management, Team Leadership, Cross-functional Team..., Coaching, Project Planning, Talent Management, Process Improvement, Performance Management, PowerPoint, Visio, Instructional Design, Team Building, Strategic Planning, Leadership Development, Forecasting, Retail, Workshop Facilitation, Software Documentation, Change Management, Inventory Management, Leadership, Time Management, Call Centers, Program Management, Sales, Recruiting, Customer Service, Business Planning, Staff Development, Vendor Management, Organizational..., E-Learning, Human Resources, Analytics, Needs Analysis, Employee Relations, Merchandising, Strategy, Training Delivery, Employee Engagement
Education
University of Central Florida
Business
Genworth June 2014 - Present
Genworth Financial July 2010 - June 2014
DSW December 2008 - June 2010
Circuit City June 2007 - December 2008
Circuit City December 2002 - June 2007
First North American National Bank (FNANB)- Circuit City July 1999 - December 2002
Victoria's Secret February 1996 - July 1999
Skills
Outlook, Project Management, Employee Training, Analysis, Management, Team Leadership, Cross-functional Team..., Coaching, Project Planning, Talent Management, Process Improvement, Performance Management, PowerPoint, Visio, Instructional Design, Team Building, Strategic Planning, Leadership Development, Forecasting, Retail, Workshop Facilitation, Software Documentation, Change Management, Inventory Management, Leadership, Time Management, Call Centers, Program Management, Sales, Recruiting, Customer Service, Business Planning, Staff Development, Vendor Management, Organizational..., E-Learning, Human Resources, Analytics, Needs Analysis, Employee Relations, Merchandising, Strategy, Training Delivery, Employee Engagement
Education
University of Central Florida
Business
Richard Wiernasz Richard Wiernasz's Genworth Financial Experience October 2012 - Present
Job Managing Director, Investments Portfolio Management at Genworth Financial
Industry Insurance
Experience
Genworth Financial October 2012 - Present
Genworth Financial April 2007 - October 2012
Genworth Financial December 2005 - April 2007
Genworth Financial September 2005 - December 2005
Travelers Life & Annuity March 2004 - August 2005
Travelers Life & Annuity March 2002 - March 2004
Travelers Life & Annuity June 1999 - March 2002
KPMG August 1991 - June 1999
Skills
Derivatives, Investments, Finance, Private Equity, Insurance, Financial Analysis, Fixed Annuities, Strategic Financial..., Financial Risk, Financial Services, Valuation, Portfolio Management, Securities, Accounting, Capital Markets, Risk Management, Financial Advisory, Process Improvement, Loans, ALM, Reinsurance, Bonds, Life Insurance, Corporate Finance, Asset Management, Auditing, Financial Reporting, Credit Analysis, Long-term Care, Internal Controls, SEC filings, Asset Allocation, Investment Strategies, Mergers & Acquisitions, Alternative Investments, Fixed Income, Hedge Funds, Credit, Business Process...
Education
The University of Connecticut 1988 — 1991
Bachelor of Science (BS), Accounting and Business/Management
Genworth Financial October 2012 - Present
Genworth Financial April 2007 - October 2012
Genworth Financial December 2005 - April 2007
Genworth Financial September 2005 - December 2005
Travelers Life & Annuity March 2004 - August 2005
Travelers Life & Annuity March 2002 - March 2004
Travelers Life & Annuity June 1999 - March 2002
KPMG August 1991 - June 1999
Skills
Derivatives, Investments, Finance, Private Equity, Insurance, Financial Analysis, Fixed Annuities, Strategic Financial..., Financial Risk, Financial Services, Valuation, Portfolio Management, Securities, Accounting, Capital Markets, Risk Management, Financial Advisory, Process Improvement, Loans, ALM, Reinsurance, Bonds, Life Insurance, Corporate Finance, Asset Management, Auditing, Financial Reporting, Credit Analysis, Long-term Care, Internal Controls, SEC filings, Asset Allocation, Investment Strategies, Mergers & Acquisitions, Alternative Investments, Fixed Income, Hedge Funds, Credit, Business Process...
Education
The University of Connecticut 1988 — 1991
Bachelor of Science (BS), Accounting and Business/Management
Helene Rayder Helene Rayder's Genworth Financial Experience November 2005 - September 2011
Job Director of Federal Relations
Industry Insurance
Experience
Lincoln Financial Group September 2011 - Present
Genworth Financial November 2005 - September 2011
PCAOB October 2003 - November 2005
Davis & Harman, LLP September 2002 - November 2003
Education
Georgetown University Law Center 1990 — 1994
JD
University of Arkansas at Fayetteville 1980 — 1984
BA, Journalism
Lincoln Financial Group September 2011 - Present
Genworth Financial November 2005 - September 2011
PCAOB October 2003 - November 2005
Davis & Harman, LLP September 2002 - November 2003
Education
Georgetown University Law Center 1990 — 1994
JD
University of Arkansas at Fayetteville 1980 — 1984
BA, Journalism
Lori Gibbs Lori Gibbs's Genworth Financial Experience August 1998 - Present
Job VP Affordable Housing Industry Affairs at Genworth Financial
Industry Financial Services
Experience
Genworth Financial August 1998 - Present
Delta Sigma Theta Sorority, Inc 2003 - 2011
Mechanics & Farmers Bank April 1997 - August 1998
Education
University of Bridgeport 1979 — 1981
MS, Management Adminstration-Urban Suburban
The University of Connecticut 1976 — 1978
BA, Urban Studies
Genworth Financial August 1998 - Present
Delta Sigma Theta Sorority, Inc 2003 - 2011
Mechanics & Farmers Bank April 1997 - August 1998
Education
University of Bridgeport 1979 — 1981
MS, Management Adminstration-Urban Suburban
The University of Connecticut 1976 — 1978
BA, Urban Studies
Charlie Garland Charlie Garland's Genworth Financial Experience May 2010 - October 2010
Job Vice President at Shank Wealth Management. Securities Offered Through LPL Financial. Member FINRA/SIPC
Industry Financial Services
Experience
Shank Wealth Management October 2010 - Present
Genworth Financial May 2010 - October 2010
Genworth Financial June 2002 - April 2010
Kingwood Cablevision & Kingwood Security Service & Kingwood CableNet. January 1978 - November 2001
Education
University of Houston 1977 — 1980
Bachelor, Business Administration, Marketing & Management
Shank Wealth Management October 2010 - Present
Genworth Financial May 2010 - October 2010
Genworth Financial June 2002 - April 2010
Kingwood Cablevision & Kingwood Security Service & Kingwood CableNet. January 1978 - November 2001
Education
University of Houston 1977 — 1980
Bachelor, Business Administration, Marketing & Management
Glen Wood Glen Wood's Genworth Financial Experience January 2009 - December 2010
Job Sr. Solution Mgr. at The Pierce Group
Industry Utilities
Experience
The Pierce Group June 2013 - Present
Infrax Systems December 2010 - January 2013
Genworth Financial January 2009 - December 2010
Adesta Group July 2007 - March 2008
The Kenton Group February 2007 - June 2007
Zhone Technologies February 2006 - January 2007
Sychronet January 2005 - June 2005
ITC Deltacom 2002 - 2004
Nortel Networks 1985 - 2002
Skills
Selling, Telecommunications, Wireless, Solution Selling, Partnerships, Direct Sales, Business Relationship..., Product Lifecycle..., Strategic Leadership, Smart Grid, Infrastructure, Perimeter Security, Start-ups, Strategy, Sales Process, Sales Operations, Business, Product Management, Sales, VoIP, Managed Services, Account Management, Product Marketing, Sales Management, Contract Negotiation, Business Development, Networking, Mobile Devices, Cross-functional Team..., IP, Professional Services, Security, Data Center, Entrepreneurship, Management, Business Planning, Strategic Partnerships, Cloud Computing, Channel Partners, Fiber Optics, Go-to-market Strategy, CRM, Salesforce.com, Marketing, Executive Management, Vendor Management, SaaS, Unified Communications, Leadership
Education
University of Georgia - Terry College of Business 1970 — 1972
BBA, Business
The Pierce Group June 2013 - Present
Infrax Systems December 2010 - January 2013
Genworth Financial January 2009 - December 2010
Adesta Group July 2007 - March 2008
The Kenton Group February 2007 - June 2007
Zhone Technologies February 2006 - January 2007
Sychronet January 2005 - June 2005
ITC Deltacom 2002 - 2004
Nortel Networks 1985 - 2002
Skills
Selling, Telecommunications, Wireless, Solution Selling, Partnerships, Direct Sales, Business Relationship..., Product Lifecycle..., Strategic Leadership, Smart Grid, Infrastructure, Perimeter Security, Start-ups, Strategy, Sales Process, Sales Operations, Business, Product Management, Sales, VoIP, Managed Services, Account Management, Product Marketing, Sales Management, Contract Negotiation, Business Development, Networking, Mobile Devices, Cross-functional Team..., IP, Professional Services, Security, Data Center, Entrepreneurship, Management, Business Planning, Strategic Partnerships, Cloud Computing, Channel Partners, Fiber Optics, Go-to-market Strategy, CRM, Salesforce.com, Marketing, Executive Management, Vendor Management, SaaS, Unified Communications, Leadership
Education
University of Georgia - Terry College of Business 1970 — 1972
BBA, Business
Sophia (Thi) Dao Sophia (Thi) Dao's Genworth Financial Experience April 2014 - Present
Job Actuary at Genworth Financial
Industry Insurance
Experience
Genworth Financial April 2014 - Present
MetLife November 2011 - April 2014
Transamerica Life and Protection December 2005 - November 2011
Lincoln Financial Group June 2005 - December 2005
Great American Financial Resources June 2003 - May 2005
Pacific Guardian Life June 1999 - June 2003
Skills
Risk Management, Enterprise Risk..., Financial Analysis, Financial Reporting, Capital Management, People Management, Financial Modeling, Actuarial Science, Insurance, Statistics, Reinsurance, Health Insurance, Financial Projections, Risk Analysis, Excel, Modeling, Valuation, Microsoft Office, Reserving, Life Insurance, TAS, GGY Axis, Prophet, BS, Time Management, Project Management, Embedded Value, Solvency II, US GAAP, Solvency, ALM, CFT, Microsoft Excel, Fixed Annuities
Education
University of Hawaii at Manoa 1994 — 1999
BS, Math
University of Hawaii at Manoa 1994 — 1999
BA, Philosophy
Genworth Financial April 2014 - Present
MetLife November 2011 - April 2014
Transamerica Life and Protection December 2005 - November 2011
Lincoln Financial Group June 2005 - December 2005
Great American Financial Resources June 2003 - May 2005
Pacific Guardian Life June 1999 - June 2003
Skills
Risk Management, Enterprise Risk..., Financial Analysis, Financial Reporting, Capital Management, People Management, Financial Modeling, Actuarial Science, Insurance, Statistics, Reinsurance, Health Insurance, Financial Projections, Risk Analysis, Excel, Modeling, Valuation, Microsoft Office, Reserving, Life Insurance, TAS, GGY Axis, Prophet, BS, Time Management, Project Management, Embedded Value, Solvency II, US GAAP, Solvency, ALM, CFT, Microsoft Excel, Fixed Annuities
Education
University of Hawaii at Manoa 1994 — 1999
BS, Math
University of Hawaii at Manoa 1994 — 1999
BA, Philosophy
Cathy Jarvis, CLTC, LTCP Cathy Jarvis, CLTC, LTCP's Genworth Financial Experience September 1998 - June 2006
Job Training and business Development at EmPower Services
Industry Insurance
Experience
EmPower Services October 2012 - Present
iTGC June 2006 - Present
Genworth Financial September 1998 - June 2006
Genworth Financial-formerly GE Capital/Amex Life November 1995 - September 1998
Hornblower Yachts June 1993 - September 1995
Hornblwer Yachts 1991 - 1993
Hornblower Yachts 1988 - 1991
Hornblower Yachts 1985 - 1988
Skills
Long-term Care, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Life Insurance, Universal Life, Sales, Leadership, Health Insurance, Training, Coaching, Employee Benefits, Brokers, Retirement, Whole Life, Retirement Planning, 401k, Insurance, IRAs, Financial Planners, Underwriting, Small Business, Estate Planning, Critical Illness, Strategic Financial..., Wealth, Financial Advisory, Health Savings Accounts, Accident, Mutual Funds
Education
University of California, Davis
Bachelor of Science (B.S.), Human Development
University of California, Santa Barbara
Psychology
EmPower Services October 2012 - Present
iTGC June 2006 - Present
Genworth Financial September 1998 - June 2006
Genworth Financial-formerly GE Capital/Amex Life November 1995 - September 1998
Hornblower Yachts June 1993 - September 1995
Hornblwer Yachts 1991 - 1993
Hornblower Yachts 1988 - 1991
Hornblower Yachts 1985 - 1988
Skills
Long-term Care, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Life Insurance, Universal Life, Sales, Leadership, Health Insurance, Training, Coaching, Employee Benefits, Brokers, Retirement, Whole Life, Retirement Planning, 401k, Insurance, IRAs, Financial Planners, Underwriting, Small Business, Estate Planning, Critical Illness, Strategic Financial..., Wealth, Financial Advisory, Health Savings Accounts, Accident, Mutual Funds
Education
University of California, Davis
Bachelor of Science (B.S.), Human Development
University of California, Santa Barbara
Psychology
Jeff Chapman Jeff Chapman's Genworth Financial Experience May 2007 - September 2009
Job Account Representative at LoadSpring Solutions, Inc.
Industry Computer Software
Experience
LoadSpring Solutions, Inc. July 2014 - Present
ST Tech Inc. June 2012 - July 2014
Abtech Systems Inc October 2011 - June 2012
Hitachi Data Systems September 2009 - October 2011
Genworth Financial May 2007 - September 2009
Wachovia, A Wells Fargo Company January 2002 - January 2007
Wachovia, A Wells Fargo Company January 1997 - January 2002
Skills
Bilingual, Corporate Communications, Contract Negotiation, Client Relationship..., Lead Generation, Sales Management, Sales Presentations, Salesforce.com, Microsoft Office, Solution Selling, Virtualization, Enterprise Software, Cloud Computing, SaaS, Public Speaking, Sales Operations, CRM, Direct Sales, Sales, Managed Services, Storage, Data Center, B2B, Cold Calling, Marketing, SAN, Business Development, Strategic Partnerships
Education
University of California, Santa Cruz 1990 — 1995
Bachelor Science, Economics
LoadSpring Solutions, Inc. July 2014 - Present
ST Tech Inc. June 2012 - July 2014
Abtech Systems Inc October 2011 - June 2012
Hitachi Data Systems September 2009 - October 2011
Genworth Financial May 2007 - September 2009
Wachovia, A Wells Fargo Company January 2002 - January 2007
Wachovia, A Wells Fargo Company January 1997 - January 2002
Skills
Bilingual, Corporate Communications, Contract Negotiation, Client Relationship..., Lead Generation, Sales Management, Sales Presentations, Salesforce.com, Microsoft Office, Solution Selling, Virtualization, Enterprise Software, Cloud Computing, SaaS, Public Speaking, Sales Operations, CRM, Direct Sales, Sales, Managed Services, Storage, Data Center, B2B, Cold Calling, Marketing, SAN, Business Development, Strategic Partnerships
Education
University of California, Santa Cruz 1990 — 1995
Bachelor Science, Economics
Bruce Kabat Bruce Kabat's Genworth Financial Experience May 2000 - January 2009
Job Human Resource Manager at General Electric Aviation Unison Engine Components
Industry Human Resources
Experience
General Electric Aviation - Unison Engine Components March 2009 - Present
Genworth Financial May 2000 - January 2009
PDS, Inc. February 1999 - May 2000
GE Aircraft Engines November 1982 - February 1999
Education
University of Cincinnati
MA, Social Psychology
University of Dayton
BA, Psychology
General Electric Aviation - Unison Engine Components March 2009 - Present
Genworth Financial May 2000 - January 2009
PDS, Inc. February 1999 - May 2000
GE Aircraft Engines November 1982 - February 1999
Education
University of Cincinnati
MA, Social Psychology
University of Dayton
BA, Psychology
Ben Koziol Ben Koziol's Genworth Financial Experience August 2014 - Present
Job Associate Actuary at Genworth Financial
Industry Insurance
Experience
Genworth Financial August 2014 - Present
Genworth Financial February 2014 - August 2014
Genworth Financial August 2011 - February 2014
Skills
Insurance, Equity Indexed Annuities, Combination Products, Life Insurance, Variable Annuities, Product Development, Reinsurance, MG-ALFA, GGY AXIS, Microsoft Excel, Oracle SQL Developer
Education
University of Florida 2007 — 2011
Bachelor's of Science, Statistics
Genworth Financial August 2014 - Present
Genworth Financial February 2014 - August 2014
Genworth Financial August 2011 - February 2014
Skills
Insurance, Equity Indexed Annuities, Combination Products, Life Insurance, Variable Annuities, Product Development, Reinsurance, MG-ALFA, GGY AXIS, Microsoft Excel, Oracle SQL Developer
Education
University of Florida 2007 — 2011
Bachelor's of Science, Statistics
Laura Ellermeyer's Genworth Financial Experience May 2013 - August 2013
Job Customer Relationship Manager at Freddie Mac
Industry Financial Services
Experience
Freddie Mac June 2015 - Present
Freddie Mac June 2014 - June 2015
University of Florida April 2013 - May 2014
Genworth Financial May 2013 - August 2013
Chartered Institute of Public Finance and Accountancy June 2012 - August 2012
Skills
Management, Microsoft Excel, Financial Analysis, Financial Statements, Marketing
Education
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Major: Finance Minor: Mass Communication
Freddie Mac June 2015 - Present
Freddie Mac June 2014 - June 2015
University of Florida April 2013 - May 2014
Genworth Financial May 2013 - August 2013
Chartered Institute of Public Finance and Accountancy June 2012 - August 2012
Skills
Management, Microsoft Excel, Financial Analysis, Financial Statements, Marketing
Education
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Major: Finance Minor: Mass Communication
Ram Agrawal's Genworth Financial Experience January 2011 - June 2012
Job Product Management at American Express
Industry Financial Services
Experience
American Express July 2015 - Present
American Express January 2014 - June 2015
American Express June 2012 - December 2013
Genworth Financial January 2011 - June 2012
Skills
Agile Methodologies, Rally, Digital Marketing, Product Management, Financial Analysis, Essbase, TM1, Business Objects, Forecasting, General Ledger, Lotus Notes, Bloomberg, Oracle, Compliance, SOX, Process Improvement, Financial Operations
Education
Arizona State University, W. P. Carey School of Business 2013 — 2015
Master of Business Administration (MBA), Marketing, International Business
University of Arizona, Eller College of Management 2007 — 2010
BSBA, Finance
American Express July 2015 - Present
American Express January 2014 - June 2015
American Express June 2012 - December 2013
Genworth Financial January 2011 - June 2012
Skills
Agile Methodologies, Rally, Digital Marketing, Product Management, Financial Analysis, Essbase, TM1, Business Objects, Forecasting, General Ledger, Lotus Notes, Bloomberg, Oracle, Compliance, SOX, Process Improvement, Financial Operations
Education
Arizona State University, W. P. Carey School of Business 2013 — 2015
Master of Business Administration (MBA), Marketing, International Business
University of Arizona, Eller College of Management 2007 — 2010
BSBA, Finance
Robert Methven Robert Methven's Genworth Financial Experience 2004 - 2007
Job Principal at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP July 2007 - Present
Genworth Financial 2004 - 2007
GE Capital 2002 - 2004
GE Capital 1997 - 2001
Price Waterhouse 1993 - 1997
Nancy's Restaurant & Bar, Christchurch, New Zealand 1991 - 1993
Arthur Andersen 1984 - 1991
Education
University of Canterbury 1980 — 1984
Forum Financial Management, LP July 2007 - Present
Genworth Financial 2004 - 2007
GE Capital 2002 - 2004
GE Capital 1997 - 2001
Price Waterhouse 1993 - 1997
Nancy's Restaurant & Bar, Christchurch, New Zealand 1991 - 1993
Arthur Andersen 1984 - 1991
Education
University of Canterbury 1980 — 1984
Jahmin Lee Jahmin Lee's Genworth Financial Experience August 2009 - September 2011
Job
Industry Consumer Goods
Experience
Kimberly-Clark June 2015 - Present
Lectra August 2012 - June 2015
Alexander Proudfoot October 2011 - August 2012
Genworth Financial August 2009 - September 2011
ADDCON May 2010 - August 2010
Genworth Financial August 2006 - August 2009
Genworth August 2004 - July 2006
Skills
Strategic Communications, Speech Writing, Executive Communications, Market Research, Crisis Communications, Internal Communications, Corporate Communications, Media Relations, Message Development, Communications Strategy, Marketing Strategy, Public Relations, Communications Planning, Political Campaigns, Product Marketing, Brand Management, Communication Training, Leadership, Business Development, Strategy, Integrated Marketing, Marketing, Social Media, Advertising, Event Planning, Competitive Analysis, Project Management, Program Management, Business Strategy, Thought Leadership, Leadership Development, Account Management, Marketing Communications, Social Media Marketing, Sales, Product Development, Brand Awareness, Direct Marketing, Event Management, Digital Marketing, Press Releases
Education
University of Florida 2009 — 2011
MBA
University of Florida - Warrington College of Business Administration 2000 — 2004
BSBA
Kimberly-Clark June 2015 - Present
Lectra August 2012 - June 2015
Alexander Proudfoot October 2011 - August 2012
Genworth Financial August 2009 - September 2011
ADDCON May 2010 - August 2010
Genworth Financial August 2006 - August 2009
Genworth August 2004 - July 2006
Skills
Strategic Communications, Speech Writing, Executive Communications, Market Research, Crisis Communications, Internal Communications, Corporate Communications, Media Relations, Message Development, Communications Strategy, Marketing Strategy, Public Relations, Communications Planning, Political Campaigns, Product Marketing, Brand Management, Communication Training, Leadership, Business Development, Strategy, Integrated Marketing, Marketing, Social Media, Advertising, Event Planning, Competitive Analysis, Project Management, Program Management, Business Strategy, Thought Leadership, Leadership Development, Account Management, Marketing Communications, Social Media Marketing, Sales, Product Development, Brand Awareness, Direct Marketing, Event Management, Digital Marketing, Press Releases
Education
University of Florida 2009 — 2011
MBA
University of Florida - Warrington College of Business Administration 2000 — 2004
BSBA
Mike Huff, CFA, PRM Mike Huff, CFA, PRM's Genworth Financial Experience 2013 - Present
Job Director, Investment Market Risk & Derivatives at Genworth Financial
Industry Investment Management
Experience
Genworth Financial 2013 - Present
Genworth Financial 2009 - 2013
Principal Global Investors 2006 - 2009
Compass Bank 2001 - 2006
Skills
Derivatives, Fixed Income, FX Options, Market Risk, Bonds, Options, Trading, Structured Products, Swaps, Portfolio Management, Hedging, Interest Rate Risk..., Risk Management, Investments, Interest Rate..., Banking, Finance, Financial Risk, Equities, Structured Finance, Capital Markets, Financial Modeling, ALM, Treasury, Bloomberg
Education
University of Illinois at Chicago
Master of Business Administration (MBA), Finance
University of Michigan
Bachelor's degree, Industrial Engineering & Business Administration
Genworth Financial 2013 - Present
Genworth Financial 2009 - 2013
Principal Global Investors 2006 - 2009
Compass Bank 2001 - 2006
Skills
Derivatives, Fixed Income, FX Options, Market Risk, Bonds, Options, Trading, Structured Products, Swaps, Portfolio Management, Hedging, Interest Rate Risk..., Risk Management, Investments, Interest Rate..., Banking, Finance, Financial Risk, Equities, Structured Finance, Capital Markets, Financial Modeling, ALM, Treasury, Bloomberg
Education
University of Illinois at Chicago
Master of Business Administration (MBA), Finance
University of Michigan
Bachelor's degree, Industrial Engineering & Business Administration
Kate Kostadinov Kate Kostadinov's Genworth Financial Experience February 2014 - Present
Job HR Systems Specialist at Genworth Financial
Industry Financial Services
Experience
Genworth Financial February 2014 - Present
ClearPoint Credit Counseling Solutions October 2011 - January 2014
UC Santa Barbara August 2010 - June 2011
Avis Budget Group May 2008 - August 2010
Skills
Customer Service, Coaching, Leadership, Outlook, Microsoft Excel, Recruiting, Interviewing Skills, Employee Relations, Performance Management, Payroll, Project Management, Spanish-speaking, Russian, HRIS, Employee Engagement, Attention to Detail, Management, Employee Benefits, Human Resources
Education
University of Richmond 2012 — 2013
Master of Science (M.S.), Human Resource Management
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Business-Economics, Communication
Genworth Financial February 2014 - Present
ClearPoint Credit Counseling Solutions October 2011 - January 2014
UC Santa Barbara August 2010 - June 2011
Avis Budget Group May 2008 - August 2010
Skills
Customer Service, Coaching, Leadership, Outlook, Microsoft Excel, Recruiting, Interviewing Skills, Employee Relations, Performance Management, Payroll, Project Management, Spanish-speaking, Russian, HRIS, Employee Engagement, Attention to Detail, Management, Employee Benefits, Human Resources
Education
University of Richmond 2012 — 2013
Master of Science (M.S.), Human Resource Management
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Business-Economics, Communication
Bryant Anderson Bryant Anderson's Genworth Financial Experience July 2002 - August 2007
Job Financial Coach
Industry Financial Services
Experience
B A Anderson Life and Financial Coaching 2007 - Present
Liberty Mutual Insurance August 2007 - October 2011
Genworth Financial July 2002 - August 2007
Skills
Insurance, Marketing, Finance, Sales, Employee Benefits, Fixed Annuities, Account Management, Customer Retention, Sales Management, New Business Development, Leadership, Long-term Care, Customer Service, Team Building, Business Development, Small Business, Time Management, Budgets, Life Insurance, Direct Sales, CRM, Training, Management, Strategy, Sales Process, Strategic Planning, Public Speaking, Coaching
Education
Jack Welch Management Inst Executive MBA 2013 — 2015
Master of Business Administration (MBA) Executive, Business Leadership
University of Baltimore 1985 — 1988
Bachelor's Degree, Finance
Virginia Commonwealth University 1984 — 1985
Business Administration, Management and Operations
B A Anderson Life and Financial Coaching 2007 - Present
Liberty Mutual Insurance August 2007 - October 2011
Genworth Financial July 2002 - August 2007
Skills
Insurance, Marketing, Finance, Sales, Employee Benefits, Fixed Annuities, Account Management, Customer Retention, Sales Management, New Business Development, Leadership, Long-term Care, Customer Service, Team Building, Business Development, Small Business, Time Management, Budgets, Life Insurance, Direct Sales, CRM, Training, Management, Strategy, Sales Process, Strategic Planning, Public Speaking, Coaching
Education
Jack Welch Management Inst Executive MBA 2013 — 2015
Master of Business Administration (MBA) Executive, Business Leadership
University of Baltimore 1985 — 1988
Bachelor's Degree, Finance
Virginia Commonwealth University 1984 — 1985
Business Administration, Management and Operations
Jessica Montgomery Jessica Montgomery's Genworth Financial Experience February 2012 - October 2013
Job Client Relationship Manager at Viverae
Industry Health, Wellness and Fitness
Experience
Viverae® May 2015 - Present
Health Diagnostic Laboratory, Inc. October 2013 - April 2015
Genworth Financial February 2012 - October 2013
Genworth Financial April 2010 - March 2012
Agile 1 August 2009 - April 2010
Skills
Training, Human Resources, Employee Benefits, Recruiting, Program Management, Process Improvement, Employee Engagement, Interviews, Organizational..., Change Management, Onboarding, Workshop Facilitation, Succession Planning, Employee Relations, Microsoft Office, Policy, Employee Wellness..., Employee Wellness, Wellness, Data Analysis, Project Management, Project Planning, Benefits Administration, Communication, Analysis, Talent Management, Applicant Tracking..., New Hire Orientations, Performance Management
Education
University of Baltimore 2007 — 2009
Masters of Science Graduate, Industrial/Organizational Psychology
Virginia Polytechnic Institute and State University 2003 — 2007
Bachelor of Science Graduate, Psychology
Viverae® May 2015 - Present
Health Diagnostic Laboratory, Inc. October 2013 - April 2015
Genworth Financial February 2012 - October 2013
Genworth Financial April 2010 - March 2012
Agile 1 August 2009 - April 2010
Skills
Training, Human Resources, Employee Benefits, Recruiting, Program Management, Process Improvement, Employee Engagement, Interviews, Organizational..., Change Management, Onboarding, Workshop Facilitation, Succession Planning, Employee Relations, Microsoft Office, Policy, Employee Wellness..., Employee Wellness, Wellness, Data Analysis, Project Management, Project Planning, Benefits Administration, Communication, Analysis, Talent Management, Applicant Tracking..., New Hire Orientations, Performance Management
Education
University of Baltimore 2007 — 2009
Masters of Science Graduate, Industrial/Organizational Psychology
Virginia Polytechnic Institute and State University 2003 — 2007
Bachelor of Science Graduate, Psychology
Venkat Moorthy Venkat Moorthy's Genworth Financial Experience 2004 - 2007
Job Director, Systems at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Director, SystemsSun Life Financial2007 - Present
Genworth Financial 2004 - 2007
GE Capital Auto Warranty Services 1999 - 2004
GE Capital Auto Warranty Services 1997 - 1999
GE Capital Auto Warranty Services 1995 - 1997
Skills
SDLC, Six Sigma, Global Application..., IT Program/Project..., IT Solution/Services..., Mobile CRM solutions, Distribution & Broker..., Vendor Applications &..., Outsourcing & Offshoring, Vendor Staff..., Sourcing, Software..., Buy vs Build, On-Premise vs On-Demand, Technology Roadmap, Mainframe, Mid-range, B2B/B2C "e"-servicing, Rating & Calc Engines, Product and Vendor..., Budgeting & Forecasting, Competitive Analysis, Software Solution..., Strategic & Tactical..., Application Integration..., Market & Technology..., Negotiation, Web Development, Agile/SCRUM/Waterfall, Multi-Year Capitalized..., Multi-site Resource...
Education
University of Denver
Master of Business Administration (MBA)
University of Madras
Master of Computer Applications (M.C.A.)
Sun Life Financial Director, SystemsSun Life Financial2007 - Present
Genworth Financial 2004 - 2007
GE Capital Auto Warranty Services 1999 - 2004
GE Capital Auto Warranty Services 1997 - 1999
GE Capital Auto Warranty Services 1995 - 1997
Skills
SDLC, Six Sigma, Global Application..., IT Program/Project..., IT Solution/Services..., Mobile CRM solutions, Distribution & Broker..., Vendor Applications &..., Outsourcing & Offshoring, Vendor Staff..., Sourcing, Software..., Buy vs Build, On-Premise vs On-Demand, Technology Roadmap, Mainframe, Mid-range, B2B/B2C "e"-servicing, Rating & Calc Engines, Product and Vendor..., Budgeting & Forecasting, Competitive Analysis, Software Solution..., Strategic & Tactical..., Application Integration..., Market & Technology..., Negotiation, Web Development, Agile/SCRUM/Waterfall, Multi-Year Capitalized..., Multi-site Resource...
Education
University of Denver
Master of Business Administration (MBA)
University of Madras
Master of Computer Applications (M.C.A.)
Casey Sheehan Casey Sheehan's Genworth Financial Experience January 2006 - December 2010
Job Advertising And Promotions Manager at GE
Industry Electrical/Electronic Manufacturing
Experience
GE January 2011 - Present
Genworth Financial January 2006 - December 2010
Susser Holdings June 2002 - December 2005
Skills
Database Admin, Benefits Administration, Office Administration, Public Administration, Business Strategy, Business Analysis, New Business Development, Business Planning, Business Process
Education
University of California, Berkeley 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Los Angeles 1998 — 2000
Bachelor of Applied Science (BASc), Accounting
GE January 2011 - Present
Genworth Financial January 2006 - December 2010
Susser Holdings June 2002 - December 2005
Skills
Database Admin, Benefits Administration, Office Administration, Public Administration, Business Strategy, Business Analysis, New Business Development, Business Planning, Business Process
Education
University of California, Berkeley 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Los Angeles 1998 — 2000
Bachelor of Applied Science (BASc), Accounting
Peter Hoversen Peter Hoversen's Genworth Financial Experience April 2007 - November 2010
Job Manager at AssetMark
Industry Insurance
Experience
AssetMark September 2015 - Present
AssetMark November 2010 - September 2015
Genworth Financial April 2007 - November 2010
Ameriprise Financial Services, Inc. February 2005 - February 2007
AEI Consultants October 2002 - November 2004
Skills
Mutual Funds, Series 63, Series 7, Wealth Management, Fixed Annuities, Asset Managment, Securities, Financial Analysis, Insurance, Salesforce.com, Process Improvement, Customer Service, Leadership, Retirement Planning, Project Management
Education
University of California, Riverside 1999 — 2002
BS, Business Administration
AssetMark September 2015 - Present
AssetMark November 2010 - September 2015
Genworth Financial April 2007 - November 2010
Ameriprise Financial Services, Inc. February 2005 - February 2007
AEI Consultants October 2002 - November 2004
Skills
Mutual Funds, Series 63, Series 7, Wealth Management, Fixed Annuities, Asset Managment, Securities, Financial Analysis, Insurance, Salesforce.com, Process Improvement, Customer Service, Leadership, Retirement Planning, Project Management
Education
University of California, Riverside 1999 — 2002
BS, Business Administration
Scott Scherer Scott Scherer's Genworth Financial Experience 2004 - 2008
Job President , Employee Benefits & Income Solutions Wholesale & Institutional Distribution. Hall of Fame Benefits
Industry Financial Services
Experience
Hall of Fame Benefits securities offered through TCFG 2009 - Present
Cole Capital 2008 - October 2009
Genworth Financial 2004 - 2008
The Hartford/Planco 1999 - 2004
Demptos Glass & Cooperage Napa, CA 1996 - 1999
San Diego and Solano Private Industry Council's 1990 - 1996
Katz Communications December 1988 - February 1990
Skills
Retirement Planning, 401k, Security licenses 7, License 6, license 63, license 66, Life and Health..., Retirement, Employee Benefits, Alternative Investments, Investments, Marketing, Sales, Health Insurance, Life Insurance, Disability Insurance, Insurance, Sales Management, Strategic Planning, Finance, Management, Human Resources, Leadership, Financial Advisory, Workers Compensation, Business Planning
Education
University of Arizona 1984 — 1988
Patrick Henry High School 1982 — 1984
Hall of Fame Benefits securities offered through TCFG 2009 - Present
Cole Capital 2008 - October 2009
Genworth Financial 2004 - 2008
The Hartford/Planco 1999 - 2004
Demptos Glass & Cooperage Napa, CA 1996 - 1999
San Diego and Solano Private Industry Council's 1990 - 1996
Katz Communications December 1988 - February 1990
Skills
Retirement Planning, 401k, Security licenses 7, License 6, license 63, license 66, Life and Health..., Retirement, Employee Benefits, Alternative Investments, Investments, Marketing, Sales, Health Insurance, Life Insurance, Disability Insurance, Insurance, Sales Management, Strategic Planning, Finance, Management, Human Resources, Leadership, Financial Advisory, Workers Compensation, Business Planning
Education
University of Arizona 1984 — 1988
Patrick Henry High School 1982 — 1984
Greg Hayes Greg Hayes's Genworth Financial Experience 2002 - 2008
Job Lobbyist at KP Public Affairs
Industry Government Relations
Experience
KP Public Affairs July 2013 - Present
Zinc Air, Inc. 2010 - Present
Clean World Partners LLC 2008 - Present
California State Senate January 2011 - July 2013
California State Senate January 2011 - July 2013
Goskoop August 2011 - January 2013
Genworth Financial 2002 - 2008
Hill and Knowlton 1999 - 2002
Runyon Saltzman & Einhorn 1994 - 1999
California State Senate 1989 - 1994
Skills
Government Relations, Legislative, Public Policy, Legislative Relations, Policy Analysis, Legislation, Lobbying, Strategic Communications, Renewable Energy, Energy, Government, Energy Policy, Sustainability, Environmental Policy, Policy, Economic Development, Climate Change, Leadership, Proposal Writing, Politics, Environmental Awareness, Management, Strategy, Start-ups, Sustainable Energy, Alternative Energy, Energy Efficiency, Solar Energy, Corporate Social..., Sustainable Development, Sustainability..., Sustainable Business, Carbon, Environmental Issues, Stakeholder Engagement, Green Technology, Local Government, Recycling, Clean Technology, Wind, Community Development, Energy Conservation, Social Entrepreneurship, Community Engagement, Public Affairs, Environmental Impact..., Land Use Planning, Energy Audits, Energy Management, Smart Grid
Education
University of California, Davis 1988 — 1991
Del Campo High School
KP Public Affairs July 2013 - Present
Zinc Air, Inc. 2010 - Present
Clean World Partners LLC 2008 - Present
California State Senate January 2011 - July 2013
California State Senate January 2011 - July 2013
Goskoop August 2011 - January 2013
Genworth Financial 2002 - 2008
Hill and Knowlton 1999 - 2002
Runyon Saltzman & Einhorn 1994 - 1999
California State Senate 1989 - 1994
Skills
Government Relations, Legislative, Public Policy, Legislative Relations, Policy Analysis, Legislation, Lobbying, Strategic Communications, Renewable Energy, Energy, Government, Energy Policy, Sustainability, Environmental Policy, Policy, Economic Development, Climate Change, Leadership, Proposal Writing, Politics, Environmental Awareness, Management, Strategy, Start-ups, Sustainable Energy, Alternative Energy, Energy Efficiency, Solar Energy, Corporate Social..., Sustainable Development, Sustainability..., Sustainable Business, Carbon, Environmental Issues, Stakeholder Engagement, Green Technology, Local Government, Recycling, Clean Technology, Wind, Community Development, Energy Conservation, Social Entrepreneurship, Community Engagement, Public Affairs, Environmental Impact..., Land Use Planning, Energy Audits, Energy Management, Smart Grid
Education
University of California, Davis 1988 — 1991
Del Campo High School
GD Rothenberg GD Rothenberg's Genworth Financial Experience May 2006 - December 2007
Job Director, International Equities at WellsCap
Industry Investment Management
Experience
Wells Capital Management December 2007 - Present
Genworth Financial May 2006 - December 2007
Thompson, Siegel & Walmsley August 1992 - December 2004
Scudder, Stevens & Clark July 1983 - July 1992
Skills
Equities, Investments
Education
University of California, Los Angeles 1977 — 1979
MBA, Finance
University of Virginia 1971 — 1975
BA, Religious Studies
Akiba
Wells Capital Management December 2007 - Present
Genworth Financial May 2006 - December 2007
Thompson, Siegel & Walmsley August 1992 - December 2004
Scudder, Stevens & Clark July 1983 - July 1992
Skills
Equities, Investments
Education
University of California, Los Angeles 1977 — 1979
MBA, Finance
University of Virginia 1971 — 1975
BA, Religious Studies
Akiba
Lewis Fain Lewis Fain's Genworth Financial Experience January 2006 - July 2009
Job President at Sparkling Clear Pool Care
Industry Recreational Facilities and Services
Experience
Sparkling Clear Pool Care September 2013 - Present
Mortgage Payment Protection, Inc. September 2009 - April 2013
Genworth Financial January 2006 - July 2009
Genworth Mortgage Insurance 2004 - 2006
GE Capital 2002 - 2004
Skills
Financial Analysis, Product Development, Strategy Development, Marketing Strategy, Strategic Planning, Business Strategy, Product Management, Product Marketing, Business Planning, Competitive Analysis, New Business Development, Market Analysis, Market Research, Forecasting, Marketing Management, Marketing Research, Financial Modeling, Segmentation, Market Planning, Mortgage, Insurance, Pricing, P&L Management, Due Diligence, Mortgage Lending, Strategy, Capital Markets, Change Management, Portfolio Management, Risk Management, Mergers & Acquisitions, Finance, Financial Services, Leadership, Loans, Management, Process Improvement, Marketing, Executive Management, Loss Mitigation, Mortgage Banking
Education
University of Cincinnati 1982 — 1988
B.S, Finance
Sparkling Clear Pool Care September 2013 - Present
Mortgage Payment Protection, Inc. September 2009 - April 2013
Genworth Financial January 2006 - July 2009
Genworth Mortgage Insurance 2004 - 2006
GE Capital 2002 - 2004
Skills
Financial Analysis, Product Development, Strategy Development, Marketing Strategy, Strategic Planning, Business Strategy, Product Management, Product Marketing, Business Planning, Competitive Analysis, New Business Development, Market Analysis, Market Research, Forecasting, Marketing Management, Marketing Research, Financial Modeling, Segmentation, Market Planning, Mortgage, Insurance, Pricing, P&L Management, Due Diligence, Mortgage Lending, Strategy, Capital Markets, Change Management, Portfolio Management, Risk Management, Mergers & Acquisitions, Finance, Financial Services, Leadership, Loans, Management, Process Improvement, Marketing, Executive Management, Loss Mitigation, Mortgage Banking
Education
University of Cincinnati 1982 — 1988
B.S, Finance
Beth Ludden's Genworth Financial Experience 2005 - Present
Job SVP LTC Product Development at Genworth Financial
Industry Insurance
Experience
Genworth Financial 2005 - Present
New York Life June 1999 - August 2005
CNA Insurance 1997 - 1999
CNA Financial 1997 - 1999
Skills
Training, Strategic Planning, Employee Benefits, Marketing, Disability Insurance, Contract Management, Long-term Care, Insurance, Medicare, Leadership, Sales, Public Speaking, Life Insurance, Fixed Annuities, Healthcare, Process Improvement, Long Term Care Insurance, Universal Life, Health Insurance, Retirement, Whole Life, Financial Services, IRAs, Brokers, Reinsurance, Term Life Insurance, Retirement Planning, Critical Illness, 401k, Financial Planners, Accident, Underwriting, Financial Planning, Marketing Strategy
Education
University of Central Florida 1972 — 1976
BS, Humanities & Fine Arts
Genworth Financial 2005 - Present
New York Life June 1999 - August 2005
CNA Insurance 1997 - 1999
CNA Financial 1997 - 1999
Skills
Training, Strategic Planning, Employee Benefits, Marketing, Disability Insurance, Contract Management, Long-term Care, Insurance, Medicare, Leadership, Sales, Public Speaking, Life Insurance, Fixed Annuities, Healthcare, Process Improvement, Long Term Care Insurance, Universal Life, Health Insurance, Retirement, Whole Life, Financial Services, IRAs, Brokers, Reinsurance, Term Life Insurance, Retirement Planning, Critical Illness, 401k, Financial Planners, Accident, Underwriting, Financial Planning, Marketing Strategy
Education
University of Central Florida 1972 — 1976
BS, Humanities & Fine Arts
Timothy Frederick, CMB's Genworth Financial Experience November 2010 - May 2011
Job Vice President at Homeward Residential, Inc.
Industry Financial Services
Experience
Homeward Residential, Inc. (an Ocwen Financial Company) June 2015 - Present
Liberty Home Equity Solutions (an Ocwen Financial Company) May 2011 - Present
Genworth Financial November 2010 - May 2011
Genworth Financial August 2010 - December 2010
Genworth Financial December 2008 - August 2010
Senior Lending Network February 2008 - December 2008
Financial Freedom January 2007 - February 2008
Titan Lending, Inc. January 2006 - December 2006
Liberty Home Loan Corporation December 2001 - December 2005
Twentieth Century Mortgage, Inc. September 1998 - December 2001
Skills
Sales Management, Negotiation, Marketing, Business Strategy, Management, Reverse Mortgages, Mortgage Banking, Mortgage Lending, Marketing Strategy, Leadership, Online Marketing, Strategic Planning, Team Building, Contract Negotiation, Process Improvement, Strategy, Loan Origination, Business Development, New Business Development, Loans, FHA, Real Estate, Customer Service, Refinance, Residential Mortgages, Banking, Underwriting, Selling, Sales, Salesforce.com, Financial Services, Account Management, FHA financing, USDA, Training, Sales Operations, Credit, Risk Management, Finance, Forecasting, Insurance, Executive Management, Funding, Small Business, Loss Mitigation, Customer Retention, Mortgage Marketing, Investments, CRM, Loan Servicing
Education
University of Wisconsin-Milwaukee 2014 — 2015
Information Science and Technology, Information Technology
University of Central Florida 1993 — 1994
Engineering
Homeward Residential, Inc. (an Ocwen Financial Company) June 2015 - Present
Liberty Home Equity Solutions (an Ocwen Financial Company) May 2011 - Present
Genworth Financial November 2010 - May 2011
Genworth Financial August 2010 - December 2010
Genworth Financial December 2008 - August 2010
Senior Lending Network February 2008 - December 2008
Financial Freedom January 2007 - February 2008
Titan Lending, Inc. January 2006 - December 2006
Liberty Home Loan Corporation December 2001 - December 2005
Twentieth Century Mortgage, Inc. September 1998 - December 2001
Skills
Sales Management, Negotiation, Marketing, Business Strategy, Management, Reverse Mortgages, Mortgage Banking, Mortgage Lending, Marketing Strategy, Leadership, Online Marketing, Strategic Planning, Team Building, Contract Negotiation, Process Improvement, Strategy, Loan Origination, Business Development, New Business Development, Loans, FHA, Real Estate, Customer Service, Refinance, Residential Mortgages, Banking, Underwriting, Selling, Sales, Salesforce.com, Financial Services, Account Management, FHA financing, USDA, Training, Sales Operations, Credit, Risk Management, Finance, Forecasting, Insurance, Executive Management, Funding, Small Business, Loss Mitigation, Customer Retention, Mortgage Marketing, Investments, CRM, Loan Servicing
Education
University of Wisconsin-Milwaukee 2014 — 2015
Information Science and Technology, Information Technology
University of Central Florida 1993 — 1994
Engineering
Michael Frings, FSA, CFA, MAAA Michael Frings, FSA, CFA, MAAA's Genworth Financial Experience August 2006 - January 2007
Job VP & Senior Actuary, Global Financial Solutions at Reinsurance Group of America
Industry Financial Services
Experience
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
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
Eddie Wukowitz's Genworth Financial Experience 2003 - 2007
Job IT Director at Capital One
Industry Financial Services
Experience
Capital One February 2014 - Present
Capital One March 2010 - January 2014
Capital One August 2008 - March 2010
Capital One April 2007 - August 2008
Genworth Financial 2003 - 2007
GE 1999 - 2003
Skills
Capital Markets IT..., Program Management, IT Management, Management, Cash Management, Visio, IT Strategy, Business Analysis, SDLC, Process Improvement, Business Process..., PMP, Integration, Treasury Management, Risk Management, Vendor Management
Education
University of Florida 1995 — 1999
BS, Accounting
Capital One February 2014 - Present
Capital One March 2010 - January 2014
Capital One August 2008 - March 2010
Capital One April 2007 - August 2008
Genworth Financial 2003 - 2007
GE 1999 - 2003
Skills
Capital Markets IT..., Program Management, IT Management, Management, Cash Management, Visio, IT Strategy, Business Analysis, SDLC, Process Improvement, Business Process..., PMP, Integration, Treasury Management, Risk Management, Vendor Management
Education
University of Florida 1995 — 1999
BS, Accounting
Daniel J. Rosenfeld, Jr.'s Genworth Financial Experience 2005 - 2005
Job Director, Operational Excellence at Rackspace, the #1 managed cloud company
Industry Information Technology and Services
Experience
Rackspace, the #1 managed cloud company August 2014 - Present
Intuit 2007 - 2012
Intuit 2006 - 2007
Genworth Financial 2005 - 2005
GE Financial Assurance 2001 - 2005
GE Financial Assurance 1999 - 2001
GE Consumer Financial Services 1998 - 1999
GE Nuclear Energy 1997 - 1998
GE Nuclear Energy 1995 - 1997
GE Nuclear Energy 1990 - 1995
Skills
ITIL, Cross-functional Team..., SaaS, Six Sigma, Integration, Strategy, IT Service Management, Vendor Management, Change Management, Cloud Computing, Process Improvement, Incident Management, Enterprise Software, Disaster Recovery, IT Operations, Business Process..., Data Center, Virtualization, IT Management, Management, Program Management, IT Strategy, Service Delivery, Project Management, Information Technology, Enterprise Architecture
Education
University of California, Berkeley 1989 — 1990
MS
University of California, Santa Barbara 1983 — 1987
BS
Rackspace, the #1 managed cloud company August 2014 - Present
Intuit 2007 - 2012
Intuit 2006 - 2007
Genworth Financial 2005 - 2005
GE Financial Assurance 2001 - 2005
GE Financial Assurance 1999 - 2001
GE Consumer Financial Services 1998 - 1999
GE Nuclear Energy 1997 - 1998
GE Nuclear Energy 1995 - 1997
GE Nuclear Energy 1990 - 1995
Skills
ITIL, Cross-functional Team..., SaaS, Six Sigma, Integration, Strategy, IT Service Management, Vendor Management, Change Management, Cloud Computing, Process Improvement, Incident Management, Enterprise Software, Disaster Recovery, IT Operations, Business Process..., Data Center, Virtualization, IT Management, Management, Program Management, IT Strategy, Service Delivery, Project Management, Information Technology, Enterprise Architecture
Education
University of California, Berkeley 1989 — 1990
MS
University of California, Santa Barbara 1983 — 1987
BS
Jamal El-Abd's Genworth Financial Experience February 1991 - April 2007
Job Manager Services & Healthcare at BearingPoint
Industry Information Technology and Services
Experience
Deloitte Services LP 2009 - Present
Deloitte Consulting June 2007 - Present
Genworth Financial February 1991 - April 2007
Education
University of California, Santa Cruz 1981 — 1983
University of California, Santa Cruz
Deloitte Services LP 2009 - Present
Deloitte Consulting June 2007 - Present
Genworth Financial February 1991 - April 2007
Education
University of California, Santa Cruz 1981 — 1983
University of California, Santa Cruz
Stefani Crumley's Genworth Financial Experience October 2006 - April 2007
Job Manager, Internal Communications USA at Allianz Global Assistance
Industry Media Production
Experience
Allianz Global Assistance September 2007 - Present
Mondial Assistance USA (Richmond, VA) September 2007 - February 2012
Genworth Financial October 2006 - April 2007
GlaxoSmithKline January 2005 - June 2006
GlaxoSmithKline October 2001 - January 2005
GlaxoSmithKline (contract position) July 1999 - October 2001
Six News Now (SNN - Channel 6) July 1997 - May 1999
Skills
Internal Communications, Corporate Communications, Communication Training, Crisis Communications, Communications Planning, Buidling Employee..., Event Planning, Strategic Communications, Digital Media, Marketing Communications, Newsletters, Editing, Event Management, Video Production, Change Management, Content Management, Leadership, Management, Marketing, Media Relations, Video, Public Relations, Copywriting, Strategic Planning, Strategy
Education
University of Florida 1993 — 1997
Bachelor of Science, Telecommunications
Allianz Global Assistance September 2007 - Present
Mondial Assistance USA (Richmond, VA) September 2007 - February 2012
Genworth Financial October 2006 - April 2007
GlaxoSmithKline January 2005 - June 2006
GlaxoSmithKline October 2001 - January 2005
GlaxoSmithKline (contract position) July 1999 - October 2001
Six News Now (SNN - Channel 6) July 1997 - May 1999
Skills
Internal Communications, Corporate Communications, Communication Training, Crisis Communications, Communications Planning, Buidling Employee..., Event Planning, Strategic Communications, Digital Media, Marketing Communications, Newsletters, Editing, Event Management, Video Production, Change Management, Content Management, Leadership, Management, Marketing, Media Relations, Video, Public Relations, Copywriting, Strategic Planning, Strategy
Education
University of Florida 1993 — 1997
Bachelor of Science, Telecommunications
Kristin Galbraith's Genworth Financial Experience January 2013 - April 2014
Job Project Manager/Analyst Linked Benefit & LTC New Product Implementation at Genworth
Industry Insurance
Experience
Genworth April 2014 - Present
Genworth Financial January 2013 - April 2014
Genworth Financial January 2009 - January 2013
Genworth Financial November 2006 - January 2009
Genworth Financial October 2004 - November 2006
GE Financial Assurance Company, Long Term Care Insurance Division March 2000 - October 2004
GE Financial Assurance Company, Long Term Care Insurance Division June 1995 - March 2000
AMEX Life Assurance Company, Long Term Care Insurance Division September 1991 - June 1995
Skills
Six Sigma, Process Improvement, Insurance, Project Management, SDLC, Program Management, Long-term Care, Product Development, Leadership, Direct Marketing, Training, Business Analysis, Vendor Management, Life Insurance, Cross-functional Team..., Business Process..., PMO, CAP
Education
University of Connecticut
Genworth April 2014 - Present
Genworth Financial January 2013 - April 2014
Genworth Financial January 2009 - January 2013
Genworth Financial November 2006 - January 2009
Genworth Financial October 2004 - November 2006
GE Financial Assurance Company, Long Term Care Insurance Division March 2000 - October 2004
GE Financial Assurance Company, Long Term Care Insurance Division June 1995 - March 2000
AMEX Life Assurance Company, Long Term Care Insurance Division September 1991 - June 1995
Skills
Six Sigma, Process Improvement, Insurance, Project Management, SDLC, Program Management, Long-term Care, Product Development, Leadership, Direct Marketing, Training, Business Analysis, Vendor Management, Life Insurance, Cross-functional Team..., Business Process..., PMO, CAP
Education
University of Connecticut
Ryan Donohew's Genworth Financial Experience March 2008 - January 2009
Job Principal at Lockwood Wealth Management, Inc.
Industry Financial Services
Experience
Lockwood Wealth Management, Inc. January 2009 - Present
Genworth Financial March 2008 - January 2009
HSBC Securities 2003 - 2008
Barclays Capital 2000 - 2003
Universal Studios Inc. 1999 - 1999
Weissker, Inc. 1994 - 1998
US Embassy, Moscow 1991 - 1994
Education
University of Pennsylvania 1998 — 2000
MA, International Studies
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Operations, Finance
University of California, Berkeley 1987 — 1991
BA, Political Science
Lockwood Wealth Management, Inc. January 2009 - Present
Genworth Financial March 2008 - January 2009
HSBC Securities 2003 - 2008
Barclays Capital 2000 - 2003
Universal Studios Inc. 1999 - 1999
Weissker, Inc. 1994 - 1998
US Embassy, Moscow 1991 - 1994
Education
University of Pennsylvania 1998 — 2000
MA, International Studies
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Operations, Finance
University of California, Berkeley 1987 — 1991
BA, Political Science
Sam Lee, CFA's Genworth Financial Experience December 2010 - November 2011
Job MBA Candidate 2017 at USC Marshall School of Business
Industry Financial Services
Experience
AssetMark November 2011 - July 2015
Genworth Financial December 2010 - November 2011
Pacific Wealth Group March 2008 - December 2010
Amgen July 2006 - June 2007
Skills
Asset Management, Financial Modeling, Leadership, Asset Allocation, Microsoft Excel, Finance
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Davis 2001 — 2006
Bachelor of Science (B.S.), Microbiology, General
AssetMark November 2011 - July 2015
Genworth Financial December 2010 - November 2011
Pacific Wealth Group March 2008 - December 2010
Amgen July 2006 - June 2007
Skills
Asset Management, Financial Modeling, Leadership, Asset Allocation, Microsoft Excel, Finance
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Davis 2001 — 2006
Bachelor of Science (B.S.), Microbiology, General
Sadie Sherwood's Genworth Financial Experience July 1998 - January 2001
Job Sales Rep at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group January 2001 - April 2008
Genworth Financial July 1998 - January 2001
Skills
Insurance, Life Insurance, Sales, medical stop loss, self motivated, Voluntary Employee..., Dental Insurance, Account Management, Health Insurance, Stop Loss, Underwriting, Customer Service, Self-management, Strategic Planning, Time Management, Public Speaking, Brokers
Education
University of Georgia - Terry College of Business 1994 — 1998
Bachelor of Business Administration (BBA), Risk Management / Insurance
Spring Valley High School 1990 — 1994
Lincoln Financial Group January 2001 - April 2008
Genworth Financial July 1998 - January 2001
Skills
Insurance, Life Insurance, Sales, medical stop loss, self motivated, Voluntary Employee..., Dental Insurance, Account Management, Health Insurance, Stop Loss, Underwriting, Customer Service, Self-management, Strategic Planning, Time Management, Public Speaking, Brokers
Education
University of Georgia - Terry College of Business 1994 — 1998
Bachelor of Business Administration (BBA), Risk Management / Insurance
Spring Valley High School 1990 — 1994
Claudette Jacobs's Genworth Financial Experience 2001 - 2002
Job Owner at Echo Nail Spa and Echo Spa & Salon
Industry Consumer Services
Experience
Echo Nail Spa 2013 - Present
Echo Spa & Salon 2011 - Present
The Rose Group 2012 - 2013
Turnkey Benefits 2010 - 2012
Wells Fargo Insurance Services 2007 - 2010
Aetna 2002 - 2006
Genworth Financial 2001 - 2002
Skills
Underwriting, Account Management, Customer Service, Sales, New Business Development, Sales Management, Business Analysis, Marketing, Plan Design, Claims Management, Project Management, Relationship Management, Group Insurance, Entrepreneurship
Education
University of Hartford
Bachelor of Arts (B.A.), Economics
Echo Nail Spa 2013 - Present
Echo Spa & Salon 2011 - Present
The Rose Group 2012 - 2013
Turnkey Benefits 2010 - 2012
Wells Fargo Insurance Services 2007 - 2010
Aetna 2002 - 2006
Genworth Financial 2001 - 2002
Skills
Underwriting, Account Management, Customer Service, Sales, New Business Development, Sales Management, Business Analysis, Marketing, Plan Design, Claims Management, Project Management, Relationship Management, Group Insurance, Entrepreneurship
Education
University of Hartford
Bachelor of Arts (B.A.), Economics
Phedra Lundy's Genworth Financial Experience Subrogation SpecialistBlue Cross and Blue Shield of Alabama1988 - May 2004
Job Producer Assistant Specialist at Genworth Financial
Industry Financial Services
Experience
Genworth Financial Subrogation SpecialistBlue Cross and Blue Shield of Alabama1988 - May 2004
Education
University of Alabama at Birmingham 1986 — 1989
Genworth Financial Subrogation SpecialistBlue Cross and Blue Shield of Alabama1988 - May 2004
Education
University of Alabama at Birmingham 1986 — 1989
Mindy Hill's Genworth Financial Experience May 2006 - May 2008
Job VP, Mortgage Underwriting Manager Renasant Bank Mortgage Lending
Industry Financial Services
Experience
Renasant Bank May 2008 - Present
Genworth Financial May 2006 - May 2008
Skills
Mortgage Lending, Credit, Loans, Underwriting, Mortgage Underwriting, Mortgage Banking, Residential Mortgages, Banking, Credit Analysis, FHA, Refinance, USDA, Loan Origination
Education
University of Alabama 1996 — 2000
Walker High School-Jasper, AL
High School
Renasant Bank May 2008 - Present
Genworth Financial May 2006 - May 2008
Skills
Mortgage Lending, Credit, Loans, Underwriting, Mortgage Underwriting, Mortgage Banking, Residential Mortgages, Banking, Credit Analysis, FHA, Refinance, USDA, Loan Origination
Education
University of Alabama 1996 — 2000
Walker High School-Jasper, AL
High School
Dan Thakkar's Genworth Financial Experience January 2008 - Present
Job RMBS Trader at Genworth Financial
Industry Financial Services
Experience
Genworth Financial January 2008 - Present
Hyperionbrookfield 2005 - 2008
Education
University of Hartford 1992 — 1994
Mother's International School 1982 — 1992
bs, accounting
Genworth Financial January 2008 - Present
Hyperionbrookfield 2005 - 2008
Education
University of Hartford 1992 — 1994
Mother's International School 1982 — 1992
bs, accounting
Robert Handley's Genworth Financial Experience August 2003 - September 2008
Job VP, CCOISC Regional Administrative Officer at CCO Investment Services Corp.
Industry Financial Services
Experience
CCO Investment Services Corp. June 2014 - Present
Barnum Financial Group, an office of Metlife February 2010 - March 2013
Northstar Wealth Partners, LLC November 2008 - February 2010
Genworth Financial August 2003 - September 2008
Janney Montgomery Scott 1996 - 2003
St. Vincent Medical Center June 1985 - January 1996
Skills
Series 7, Risk Management, Wealth Management, Options, FINRA, Trading, Uniform Combined State..., Bonds, Insurance, Advertising, Retirement Planning, 401k, Asset Managment, Securities, Strategic Financial..., Series 63, Customer Service, Mutual Funds, Retirement, Series 65, Financial Services, Investment Advisory, Life Insurance, Sales, Series 24, Asset Allocation, Financial Advisory, Fixed Annuities, Portfolio Management, Alternative Investments, Credit, Investments, Equities, Fixed Income, Health Insurance, Banking, IRAs, Long Term Care Insurance, Finance, Management
Education
University of Connecticut 1987 — 1992
CCO Investment Services Corp. June 2014 - Present
Barnum Financial Group, an office of Metlife February 2010 - March 2013
Northstar Wealth Partners, LLC November 2008 - February 2010
Genworth Financial August 2003 - September 2008
Janney Montgomery Scott 1996 - 2003
St. Vincent Medical Center June 1985 - January 1996
Skills
Series 7, Risk Management, Wealth Management, Options, FINRA, Trading, Uniform Combined State..., Bonds, Insurance, Advertising, Retirement Planning, 401k, Asset Managment, Securities, Strategic Financial..., Series 63, Customer Service, Mutual Funds, Retirement, Series 65, Financial Services, Investment Advisory, Life Insurance, Sales, Series 24, Asset Allocation, Financial Advisory, Fixed Annuities, Portfolio Management, Alternative Investments, Credit, Investments, Equities, Fixed Income, Health Insurance, Banking, IRAs, Long Term Care Insurance, Finance, Management
Education
University of Connecticut 1987 — 1992
Tara Simmons's Genworth Financial Experience January 2013 - 2014
Job Long Term Care Specialist
Industry Insurance
Experience
Genworth Financial January 2013 - 2014
Ladybugs and Lizards January 2011 - August 2012
Giftcraft October 2009 - April 2011
Robyn Promotions May 2008 - October 2010
OKCBusiness June 2005 - April 2008
Skills
Sales, Marketing, Sales Operations, Retail, Healthcare
Education
University of Central Oklahoma
Genworth Financial January 2013 - 2014
Ladybugs and Lizards January 2011 - August 2012
Giftcraft October 2009 - April 2011
Robyn Promotions May 2008 - October 2010
OKCBusiness June 2005 - April 2008
Skills
Sales, Marketing, Sales Operations, Retail, Healthcare
Education
University of Central Oklahoma
Eric Wolford's Genworth Financial Experience August 2007 - March 2009
Job Regional Sales Manager at Great American Insurance
Industry Financial Services
Experience
Great American Insurance July 2015 - Present
Ash Brokerage February 2009 - Present
WR Anderson & Co. February 2009 - September 2010
Genworth Financial August 2007 - March 2009
AIM Investments May 1999 - August 2005
Skills
Fixed Annuities, Series 63, Mutual Funds, Series 7, Separately Managed..., Retirement, Variable Annuities, Life Insurance, Underwriting, Strategic Financial..., Risk Management, Disability Insurance, Customer Retention, Customer Service, Long-term Care, Problem Solving, Coaching, Public Speaking, Term Life Insurance, Strategic Planning, Sales Management, Analysis, New Business Development, Insurance, Universal Life, Whole Life, Long Term Care Insurance, Wealth Management, Estate Planning, Relationship Management, Brokers, Licensed Life Insurance..., Sales Presentations, Variable Life, Investment Strategies, Permanent Life Insurance, Financial Planners, Retirement Planning, Financial Services, Buy-sell Agreements, Indexed Annuities, FINRA, High Net Worth..., Annuity Sales, Key Person Insurance, Critical Illness, Finance, Insurance Brokerage, Portfolio Management, Wealth Management...
Education
University of Houston-Downtown 2003 — 2005
Bachelor of Science (B.S.)
University of Arkansas at Little Rock
Great American Insurance July 2015 - Present
Ash Brokerage February 2009 - Present
WR Anderson & Co. February 2009 - September 2010
Genworth Financial August 2007 - March 2009
AIM Investments May 1999 - August 2005
Skills
Fixed Annuities, Series 63, Mutual Funds, Series 7, Separately Managed..., Retirement, Variable Annuities, Life Insurance, Underwriting, Strategic Financial..., Risk Management, Disability Insurance, Customer Retention, Customer Service, Long-term Care, Problem Solving, Coaching, Public Speaking, Term Life Insurance, Strategic Planning, Sales Management, Analysis, New Business Development, Insurance, Universal Life, Whole Life, Long Term Care Insurance, Wealth Management, Estate Planning, Relationship Management, Brokers, Licensed Life Insurance..., Sales Presentations, Variable Life, Investment Strategies, Permanent Life Insurance, Financial Planners, Retirement Planning, Financial Services, Buy-sell Agreements, Indexed Annuities, FINRA, High Net Worth..., Annuity Sales, Key Person Insurance, Critical Illness, Finance, Insurance Brokerage, Portfolio Management, Wealth Management...
Education
University of Houston-Downtown 2003 — 2005
Bachelor of Science (B.S.)
University of Arkansas at Little Rock
Diane Almodovar's Genworth Financial Experience December 2002 - June 2007
Job IT Project Officer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial IT Project OfficerSun Life FinancialJune 2007 - Present
Genworth Financial December 2002 - June 2007
Genworth Financial November 2000 - November 2002
Phoenix American November 1998 - November 2000
Phoenix American June 1996 - November 1998
Phoenix American June 1990 - June 1996
Phoenix American January 1987 - June 1990
Phoenix American April 1986 - June 1990
Education
University of Connecticut 1981 — 1985
BS, Finance
Sun Life Financial IT Project OfficerSun Life FinancialJune 2007 - Present
Genworth Financial December 2002 - June 2007
Genworth Financial November 2000 - November 2002
Phoenix American November 1998 - November 2000
Phoenix American June 1996 - November 1998
Phoenix American June 1990 - June 1996
Phoenix American January 1987 - June 1990
Phoenix American April 1986 - June 1990
Education
University of Connecticut 1981 — 1985
BS, Finance
Kevin Darrow's Genworth Financial Experience 1998 - 2004
Job Vice President at Eaton Vance Investment Managers
Industry Investment Management
Experience
Eaton Vance July 2004 - Present
Genworth Financial 1998 - 2004
PepsiCo - Pepsi Beverages Company 1988 - 1998
Skills
Series 6, Series 7, Series 63, Series 65, Investment Management, Investments, 401k, Uniform Combined State..., Securities, Wealth Management, Series 24, Financial Modeling, Asset Allocation, Separately Managed..., Retirement, FINRA, Investment Strategies, Investment Advisory
Education
University of Denver - Daniels College of Business 1990 — 1993
Master of Business Administration (M.B.A.)
University of Utah 1983 — 1987
Bachelor of Arts (B.A.), Finance, General
Eaton Vance July 2004 - Present
Genworth Financial 1998 - 2004
PepsiCo - Pepsi Beverages Company 1988 - 1998
Skills
Series 6, Series 7, Series 63, Series 65, Investment Management, Investments, 401k, Uniform Combined State..., Securities, Wealth Management, Series 24, Financial Modeling, Asset Allocation, Separately Managed..., Retirement, FINRA, Investment Strategies, Investment Advisory
Education
University of Denver - Daniels College of Business 1990 — 1993
Master of Business Administration (M.B.A.)
University of Utah 1983 — 1987
Bachelor of Arts (B.A.), Finance, General
Dina Ishibashi's Genworth Financial Experience July 2009 - Present
Job
Industry Insurance
Experience
Genworth Financial July 2009 - Present
Education
University of Hawaii - Shidler College of Business 1960 — 1964
BA, Business Administration
Genworth Financial July 2009 - Present
Education
University of Hawaii - Shidler College of Business 1960 — 1964
BA, Business Administration
Doug Israel's Genworth Financial Experience 1996 - 1999
Job Insurance Professional
Industry Insurance
Experience
Consultanting Services October 2008 - Present
AIG/American General Life 2001 - 2008
American General / AIG 2000 - 2007
AIG American General 2000 - 2007
Genworth Financial 1996 - 1999
Skills
Product Development, Insurance, Risk Management, Disability Insurance, Life Insurance, Reinsurance, Term Life Insurance, Underwriting, Brokers, Fixed Annuities, Health Insurance, Retirement Planning, Universal Life
Education
University of Cincinnati 1967 — 1971
Consultanting Services October 2008 - Present
AIG/American General Life 2001 - 2008
American General / AIG 2000 - 2007
AIG American General 2000 - 2007
Genworth Financial 1996 - 1999
Skills
Product Development, Insurance, Risk Management, Disability Insurance, Life Insurance, Reinsurance, Term Life Insurance, Underwriting, Brokers, Fixed Annuities, Health Insurance, Retirement Planning, Universal Life
Education
University of Cincinnati 1967 — 1971
John Deaton's Genworth Financial Experience
Job Portfolio Manager at Genworth Financial
Industry Insurance
Experience
Genworth Financial
Skills
Bonds, Investments, Asset Management, Portfolio Management, Insurance, Fixed Income, ALM, Fixed Annuities, Risk Management, Mutual Funds, Financial Modeling, Financial Risk
Education
University of Delaware
Genworth Financial
Skills
Bonds, Investments, Asset Management, Portfolio Management, Insurance, Fixed Income, ALM, Fixed Annuities, Risk Management, Mutual Funds, Financial Modeling, Financial Risk
Education
University of Delaware
Evelina Bonfim's Genworth Financial Experience September 2011 - October 2012
Job Bank Infrastructure Analyst Treasury at GE Capital
Industry Financial Services
Experience
GE Capital July 2012 - Present
Genworth Financial September 2011 - October 2012
Genworth Financial March 2008 - September 2011
Wachovia Securities September 2005 - August 2007
Wachovia Securities November 2004 - September 2005
Skills
Customer Relations, Client Services, Fixed Income, Excel, PowerPoint, Word, Investments, Microsoft Office, Process Improvement, Customer Service, Outlook, Data Analysis, Lotus Notes, Business Process..., Analysis, Account Reconciliation, Reconciliation, Financial Services, Equities, Portfolio Management, Microsoft Excel, Asset Management, Financial Risk, Back Office
Education
University of Connecticut
Bachelor of Science, Business and Technology
GE Capital July 2012 - Present
Genworth Financial September 2011 - October 2012
Genworth Financial March 2008 - September 2011
Wachovia Securities September 2005 - August 2007
Wachovia Securities November 2004 - September 2005
Skills
Customer Relations, Client Services, Fixed Income, Excel, PowerPoint, Word, Investments, Microsoft Office, Process Improvement, Customer Service, Outlook, Data Analysis, Lotus Notes, Business Process..., Analysis, Account Reconciliation, Reconciliation, Financial Services, Equities, Portfolio Management, Microsoft Excel, Asset Management, Financial Risk, Back Office
Education
University of Connecticut
Bachelor of Science, Business and Technology
Alex Y. Tang, CPA, CFA's Genworth Financial Experience 2010 - 2012
Job AVP, Senior Credit Analyst at Bessemer Trust
Industry Financial Services
Experience
Bessemer Investment Management March 2013 - Present
Genworth Financial 2010 - 2012
Post Advisory Group 2005 - 2009
Post Advisory Group 2003 - 2005
Investors Management Trust Real Estate Group January 2003 - September 2003
Houlihan Lokey July 2000 - July 2002
Skills
Fixed Income, High Yield, High Grade, Natural Gas, Power Utilities, Oil & Gas Industry, Regional Banks, Financials, Hedge Funds, Leveraged Finance, Financial Analysis, Credit Analysis, Asset Management, Investments, Valuation, Equities, Portfolio Management, Investment Banking, Finance, Corporate Finance, Financial Modeling, Capital Markets, High Yield Bonds
Education
University of California, Los Angeles 1997 — 2001
BA/BS, Economics, Applied Mathematics
Bessemer Investment Management March 2013 - Present
Genworth Financial 2010 - 2012
Post Advisory Group 2005 - 2009
Post Advisory Group 2003 - 2005
Investors Management Trust Real Estate Group January 2003 - September 2003
Houlihan Lokey July 2000 - July 2002
Skills
Fixed Income, High Yield, High Grade, Natural Gas, Power Utilities, Oil & Gas Industry, Regional Banks, Financials, Hedge Funds, Leveraged Finance, Financial Analysis, Credit Analysis, Asset Management, Investments, Valuation, Equities, Portfolio Management, Investment Banking, Finance, Corporate Finance, Financial Modeling, Capital Markets, High Yield Bonds
Education
University of California, Los Angeles 1997 — 2001
BA/BS, Economics, Applied Mathematics
Marjolaine Marianella's Genworth Financial Experience July 2005 - March 2006
Job Senior Software Testing Professional
Industry Gambling & Casinos
Experience
Alere Informatics October 2013 - Present
Video Gaming Technologies January 2008 - December 2012
VGT 2008 - 2012
Crutchfield Corporation 2006 - 2008
Genworth Financial July 2005 - March 2006
SunTrust Bank June 2004 - June 2005
Unisys, Corporation August 2002 - June 2004
Roche 1997 - 2001
Capital One 1995 - 2001
Organon Teknika 1989 - 1995
Skills
Quality Assurance, User Acceptance Testing, Scrum, Testing, Software Quality..., Test Automation, Regression Testing, Integration Testing, System Testing, Test Strategy, SharePoint, Process Improvement, Seapine Test Track Pro, Test Planning, Agile Testing, Software Documentation, SDLC, Business Process, Quality Center, Mentoring, Medical Devices, CTFL, Agile Methodologies, Agile Project Management, Waterfall, IEEE829, Visio, MS Project, Defect Tracking, Integration, Visual Studio, Black Box Testing, Certified Scrum Master..., Microsoft Test Manager..., Team Foundation Server, csm, Balsamiq, Hyper-V, Certified Agile Tester, Team Leadership, Agile Methodolgy
Education
The University of Connecticut
Liberal Arts, French
The University of Connecticut
Alere Informatics October 2013 - Present
Video Gaming Technologies January 2008 - December 2012
VGT 2008 - 2012
Crutchfield Corporation 2006 - 2008
Genworth Financial July 2005 - March 2006
SunTrust Bank June 2004 - June 2005
Unisys, Corporation August 2002 - June 2004
Roche 1997 - 2001
Capital One 1995 - 2001
Organon Teknika 1989 - 1995
Skills
Quality Assurance, User Acceptance Testing, Scrum, Testing, Software Quality..., Test Automation, Regression Testing, Integration Testing, System Testing, Test Strategy, SharePoint, Process Improvement, Seapine Test Track Pro, Test Planning, Agile Testing, Software Documentation, SDLC, Business Process, Quality Center, Mentoring, Medical Devices, CTFL, Agile Methodologies, Agile Project Management, Waterfall, IEEE829, Visio, MS Project, Defect Tracking, Integration, Visual Studio, Black Box Testing, Certified Scrum Master..., Microsoft Test Manager..., Team Foundation Server, csm, Balsamiq, Hyper-V, Certified Agile Tester, Team Leadership, Agile Methodolgy
Education
The University of Connecticut
Liberal Arts, French
The University of Connecticut
Katy Lindell's Genworth Financial Experience September 2008 - January 2010
Job Store Leader at Apple Retail
Industry Retail
Experience
Apple Retail September 2010 - Present
Apple Retail April 2010 - September 2010
Lindell Insurance 2009 - July 2010
Genworth Financial September 2008 - January 2010
Intelli-Flex January 2008 - September 2008
Law Offices of Thomas Wallin September 2006 - November 2007
Law Offices of Ann M. Oakleaf November 2005 - May 2006
Willenken, Wilson, Loh, and Leib, LLP October 2004 - September 2005
Law Office of H. Brian Hazelbaker November 2003 - August 2004
Starbucks Coffee Company September 2001 - March 2004
Skills
People Development, P&L Management, Store Operations, OS X, Recruiting, Store Management, Forecasting, Leadership Development, Retail, Social Media, Healthcare, Insurance, Management, Employee Training, Driving Results, Life Insurance, iWork, iOS, Coaching, Inventory Control, New Business Development, Keynote, Sales, Team Building, Account Management, B2B, Big Box, Business Planning, Consumer Electronics, Cross-functional Team..., Customer Experience, Customer Retention, Customer Satisfaction, Customer Service, Direct Sales, Employee Relations, Hiring, Income Statement, Interviews, Inventory Management, Long-term Care, Loss Prevention, Mac, Mac OS, Marketing, Marketing Strategy, Operations Management, Performance Management, Product Marketing, Profit
Education
Whittier Law School 2003 — 2006
Juris Doctor, Law
University of Arizona 1986 — 1990
Bachelor Arts, Sociology
Apple Retail September 2010 - Present
Apple Retail April 2010 - September 2010
Lindell Insurance 2009 - July 2010
Genworth Financial September 2008 - January 2010
Intelli-Flex January 2008 - September 2008
Law Offices of Thomas Wallin September 2006 - November 2007
Law Offices of Ann M. Oakleaf November 2005 - May 2006
Willenken, Wilson, Loh, and Leib, LLP October 2004 - September 2005
Law Office of H. Brian Hazelbaker November 2003 - August 2004
Starbucks Coffee Company September 2001 - March 2004
Skills
People Development, P&L Management, Store Operations, OS X, Recruiting, Store Management, Forecasting, Leadership Development, Retail, Social Media, Healthcare, Insurance, Management, Employee Training, Driving Results, Life Insurance, iWork, iOS, Coaching, Inventory Control, New Business Development, Keynote, Sales, Team Building, Account Management, B2B, Big Box, Business Planning, Consumer Electronics, Cross-functional Team..., Customer Experience, Customer Retention, Customer Satisfaction, Customer Service, Direct Sales, Employee Relations, Hiring, Income Statement, Interviews, Inventory Management, Long-term Care, Loss Prevention, Mac, Mac OS, Marketing, Marketing Strategy, Operations Management, Performance Management, Product Marketing, Profit
Education
Whittier Law School 2003 — 2006
Juris Doctor, Law
University of Arizona 1986 — 1990
Bachelor Arts, Sociology
Chadd Baugher's Genworth Financial Experience 2006 - 2009
Job Sales Manager at Great American Financial Resources
Industry Financial Services
Experience
Great American Insurance April 2010 - Present
Genworth Financial 2006 - 2009
Sunlife Financial June 2005 - July 2006
Invesco Ltd. October 1996 - May 2005
Education
University of Houston 1994 — 1999
BS, Industrial Distribution
Great American Insurance April 2010 - Present
Genworth Financial 2006 - 2009
Sunlife Financial June 2005 - July 2006
Invesco Ltd. October 1996 - May 2005
Education
University of Houston 1994 — 1999
BS, Industrial Distribution
JoAnn Hurley-Tuel's Genworth Financial Experience January 2004 - Present
Job Project Manager at Genworth Financial
Industry Financial Services
Experience
Genworth Financial January 2004 - Present
GE July 2000 - January 2004
General Electric September 1995 - July 2000
American Express 1985 - 1995
Education
University of California, Davis 1972 — 1975
BA, Teaching Credential, Spanish, Elementary Education
Genworth Financial January 2004 - Present
GE July 2000 - January 2004
General Electric September 1995 - July 2000
American Express 1985 - 1995
Education
University of California, Davis 1972 — 1975
BA, Teaching Credential, Spanish, Elementary Education
Rhonda Guilin MS, PT, CLTC's Genworth Financial Experience September 2001 - June 2004
Job Sr. LTC Consultant at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners January 2015 - Present
LTC Financial Partners June 2004 - Present
ACSIA Partners June 2004 - December 2014
LTC Financial Partners June 2004 - July 2014
LTC Financial Partners September 2001 - July 2014
ABA 2007 - 2008
Genworth Financial September 2001 - June 2004
Home Health June 1983 - September 2001
Skills
Long Term Care, Long Term Care Planning, Retirement Protection, Long-term Care, Retirement, Long Term Care Insurance, Disability Insurance, Employee Benefits, Healthcare, Leadership, Life Insurance, Health Insurance, Sales Management, Training, Critical Illness, Retirement Planning, Financial Advisory, Brokers, Financial Planners, Sales, Team Building
Education
University of Southern California 1980 — 1983
MS,PT, Physical Therapy
University of California, Los Angeles 1977 — 1979
BS, Kinesiology, Magna Cum Laude
ACSIA Partners January 2015 - Present
LTC Financial Partners June 2004 - Present
ACSIA Partners June 2004 - December 2014
LTC Financial Partners June 2004 - July 2014
LTC Financial Partners September 2001 - July 2014
ABA 2007 - 2008
Genworth Financial September 2001 - June 2004
Home Health June 1983 - September 2001
Skills
Long Term Care, Long Term Care Planning, Retirement Protection, Long-term Care, Retirement, Long Term Care Insurance, Disability Insurance, Employee Benefits, Healthcare, Leadership, Life Insurance, Health Insurance, Sales Management, Training, Critical Illness, Retirement Planning, Financial Advisory, Brokers, Financial Planners, Sales, Team Building
Education
University of Southern California 1980 — 1983
MS,PT, Physical Therapy
University of California, Los Angeles 1977 — 1979
BS, Kinesiology, Magna Cum Laude
Robert Moorehead-Lane's Genworth Financial Experience October 2005 - February 2007
Job VP Risk and Solvency frameworks. Assurant Solutions
Industry Insurance
Experience
Assurant Solutions January 2014 - Present
Assurant Solutions February 2012 - February 2014
KPMG UK April 2009 - January 2011
PLUS Markets Group plc February 2007 - March 2009
voluntary director of British Triathlon Federation 2006 - 2008
Genworth Financial October 2005 - February 2007
Sterling Insurance August 2003 - October 2005
Sterling Insurance Group Ltd 2002 - 2004
Insinger de Beaufort 2001 - 2003
Financial Services Authority 2000 - 2001
Skills
Operational Risk, Project Management, Trading, Financial Services, Outsourcing, Operations Management, Financial Risk, Enterprise Risk..., Risk Management, Solvency II, Governance, Insurance, Corporate Governance, Operational Risk..., Basel II, Investment Banking, Banking, Financial Modeling, Asset Managment, Derivatives, Stakeholder Management, Risk Analysis, Credit Risk, Asset Management, Internal Audit, Internal Controls, Business Process..., Mergers & Acquisitions, Business Transformation, Portfolio Management, Finance, Financial Markets, AML, Corporate Finance, Strategy, Reinsurance, Due Diligence, Financial Analysis, Executive Management, Restructuring, Relationship Management, Strategic Financial..., Management
Education
University of Greenwich 1999 — 2003
MBA, Business
Borden 1984 — 1989
Assurant Solutions January 2014 - Present
Assurant Solutions February 2012 - February 2014
KPMG UK April 2009 - January 2011
PLUS Markets Group plc February 2007 - March 2009
voluntary director of British Triathlon Federation 2006 - 2008
Genworth Financial October 2005 - February 2007
Sterling Insurance August 2003 - October 2005
Sterling Insurance Group Ltd 2002 - 2004
Insinger de Beaufort 2001 - 2003
Financial Services Authority 2000 - 2001
Skills
Operational Risk, Project Management, Trading, Financial Services, Outsourcing, Operations Management, Financial Risk, Enterprise Risk..., Risk Management, Solvency II, Governance, Insurance, Corporate Governance, Operational Risk..., Basel II, Investment Banking, Banking, Financial Modeling, Asset Managment, Derivatives, Stakeholder Management, Risk Analysis, Credit Risk, Asset Management, Internal Audit, Internal Controls, Business Process..., Mergers & Acquisitions, Business Transformation, Portfolio Management, Finance, Financial Markets, AML, Corporate Finance, Strategy, Reinsurance, Due Diligence, Financial Analysis, Executive Management, Restructuring, Relationship Management, Strategic Financial..., Management
Education
University of Greenwich 1999 — 2003
MBA, Business
Borden 1984 — 1989
Chikako Takata's Genworth Financial Experience January 2000 - January 2005
Job Fallon Benefits Group, Inc.
Industry Insurance
Experience
Fallon Benefits Group May 2008 - Present
Genworth Financial January 2000 - January 2005
The Phoenix Companies 1971 - 2000
Education
University of Hartford 1970 — 1971
English
Fallon Benefits Group May 2008 - Present
Genworth Financial January 2000 - January 2005
The Phoenix Companies 1971 - 2000
Education
University of Hartford 1970 — 1971
English
Chad Bachorowski's Genworth Financial Experience August 2007 - September 2012
Job Regional Vice President at AIG American General
Industry Insurance
Experience
American General Life Companies October 2012 - Present
Genworth Financial August 2007 - September 2012
Phoenix Life Insurance Company August 2005 - August 2007
Education
University of Colorado at Boulder 1991 — 1995
Bachelor of Arts (B.A.), Psychology
American General Life Companies October 2012 - Present
Genworth Financial August 2007 - September 2012
Phoenix Life Insurance Company August 2005 - August 2007
Education
University of Colorado at Boulder 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Joe Pehota's Genworth Financial Experience January 2009 - Present
Job SVP, Corporate Development at Genworth Financial
Industry Insurance
Experience
Genworth Financial January 2009 - Present
GE Equity 1996 - 1998
GE Capital 1988 - 1996
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
University of Connecticut 1979 — 1983
BS, Finance
Genworth Financial January 2009 - Present
GE Equity 1996 - 1998
GE Capital 1988 - 1996
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
University of Connecticut 1979 — 1983
BS, Finance
Joe Lucas's Genworth Financial Experience July 1998 - September 2013
Job Specializing in Long Term Care Insurance Sales
Industry Insurance
Experience
Insphere Insurance Solutions September 2013 - Present
Genworth Financial July 1998 - September 2013
IBM June 1981 - July 1998
Skills
Long-term Care, Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Insurance, Life Insurance, Medicare, 401k, Universal Life, Leadership, Management, Sales Operations, Whole Life
Education
The University of Charleston
Bachelor of Science (B.S.), Business Administration and Management, General
Insphere Insurance Solutions September 2013 - Present
Genworth Financial July 1998 - September 2013
IBM June 1981 - July 1998
Skills
Long-term Care, Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Insurance, Life Insurance, Medicare, 401k, Universal Life, Leadership, Management, Sales Operations, Whole Life
Education
The University of Charleston
Bachelor of Science (B.S.), Business Administration and Management, General
Larry Norman's Genworth Financial Experience January 2008 - Present
Job Independant Insurance Agent
Industry Insurance
Experience
Genworth Financial January 2008 - Present
Humana January 2007 - Present
MetLife January 2006 - Present
Delta Dental January 2006 - Present
Aflac January 2004 - Present
UnitedHealth Group January 2004 - Present
Skills
Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Life Insurance, Employee Benefits, Whole Life, Accident, Brokers, Claim, Critical Illness, Health Savings Accounts, Customer Service, Long-term Care
Education
University of Alabama at Birmingham
Bachelor of Science (B.S.), Business Administration, Management and Operations
Genworth Financial January 2008 - Present
Humana January 2007 - Present
MetLife January 2006 - Present
Delta Dental January 2006 - Present
Aflac January 2004 - Present
UnitedHealth Group January 2004 - Present
Skills
Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Life Insurance, Employee Benefits, Whole Life, Accident, Brokers, Claim, Critical Illness, Health Savings Accounts, Customer Service, Long-term Care
Education
University of Alabama at Birmingham
Bachelor of Science (B.S.), Business Administration, Management and Operations
Kim Winslow's Genworth Financial Experience 2004 - 2005
Job Senior Tax Analyst at Landmark Media Enterprises, LLC
Industry Publishing
Experience
Landmark Media Enterprises, LLC June 2009 - Present
UDR 2005 - 2009
Genworth Financial 2004 - 2005
Brinks Home Security 2003 - 2004
Ernst & Young 1997 - 2003
Plott & Walton 1990 - 1996
Skills
Tax, Corporate Tax, Income Tax, Tax Accounting
Education
Virginia Commonwealth University - School of Business 1985 — 1990
Master of Accountancy, Accounting
University of Florida 1973 — 1976
Bachelor of Health Science, Medical Technology
Landmark Media Enterprises, LLC June 2009 - Present
UDR 2005 - 2009
Genworth Financial 2004 - 2005
Brinks Home Security 2003 - 2004
Ernst & Young 1997 - 2003
Plott & Walton 1990 - 1996
Skills
Tax, Corporate Tax, Income Tax, Tax Accounting
Education
Virginia Commonwealth University - School of Business 1985 — 1990
Master of Accountancy, Accounting
University of Florida 1973 — 1976
Bachelor of Health Science, Medical Technology
Carroll Foley's Genworth Financial Experience 2003 - 2004
Job Vice President, Strategic Initiatives
Industry Insurance
Experience
The Hanover Insurance Group June 2015 - Present
The Plymouth Rock Company December 2012 - June 2015
Plymouth Rock Assurance March 2011 - December 2012
Palisades Insurance (a subsidiary of Plymouth Rock) October 2006 - March 2011
Swiss Re Life & Health 2004 - 2006
Genworth Financial 2003 - 2004
GE Financial 2000 - 2003
Prudential 1990 - 2000
Skills
Mergers, Insurance, Business Strategy, Property & Casualty..., Financial Analysis, Strategic Financial..., Financial Modeling, Reinsurance, Financial Reporting, Risk Management, Corporate Finance, Financial Planning, Enterprise Risk..., Mergers & Acquisitions, Casualty, Finance
Education
University of Connecticut 1984 — 1988
BS, Math & Statistics
The Hanover Insurance Group June 2015 - Present
The Plymouth Rock Company December 2012 - June 2015
Plymouth Rock Assurance March 2011 - December 2012
Palisades Insurance (a subsidiary of Plymouth Rock) October 2006 - March 2011
Swiss Re Life & Health 2004 - 2006
Genworth Financial 2003 - 2004
GE Financial 2000 - 2003
Prudential 1990 - 2000
Skills
Mergers, Insurance, Business Strategy, Property & Casualty..., Financial Analysis, Strategic Financial..., Financial Modeling, Reinsurance, Financial Reporting, Risk Management, Corporate Finance, Financial Planning, Enterprise Risk..., Mergers & Acquisitions, Casualty, Finance
Education
University of Connecticut 1984 — 1988
BS, Math & Statistics
Jim Lites's Genworth Financial Experience January 2007 - Present
Job Product Development Analyst at Genworth Financial
Industry Insurance
Experience
Genworth Financial January 2007 - Present
Genworth Financial January 2007 - Present
Skills
Insurance, Management, Fixed Annuities, Product Development, Long-term Care, Underwriting, General Insurance, Health Insurance, Life Insurance, Risk Management, Claim, Financial Services, Medicare
Education
University of Arkansas at Little Rock 1975 — 1977
Bachelor of Arts (B.A.), Criminal Justice
Genworth Financial January 2007 - Present
Genworth Financial January 2007 - Present
Skills
Insurance, Management, Fixed Annuities, Product Development, Long-term Care, Underwriting, General Insurance, Health Insurance, Life Insurance, Risk Management, Claim, Financial Services, Medicare
Education
University of Arkansas at Little Rock 1975 — 1977
Bachelor of Arts (B.A.), Criminal Justice
Rebecca Hanna's Genworth Financial Experience June 2011 - Present
Job Retired at Genworth Financial
Industry Financial Services
Experience
Genworth Financial June 2011 - Present
Genworth Financial April 2001 - June 2011
Berkshire Life July 1997 - April 2001
Prudential Financial January 1995 - June 1997
Mutual of Omaha November 1990 - January 1995
Mutual of Omaha July 1985 - November 1990
Skills
Fixed Annuities, Life Insurance, Retirement, Long-term Care, Insurance, Strategic Financial..., Disability Insurance, Retirement Planning, Financial Services, Series 6, Series 63, Underwriting, IRAs, Term Life Insurance, Pensions, Long Term Care Insurance, Wealth Management, 401k, Employee Benefits, Whole Life, Health Insurance, Estate Planning, Series 7, Mutual Funds, Brokers, Financial Planners, Wealth, Financial Advisory, Investment Advisory, FINRA, Universal Life, Investments, Variable Annuities, Securities, Reinsurance
Education
University of Denver - Sturm College of Law 1991 — 1994
JD, Law
Wagner College 1970 — 1973
BS, Sociology
Ursinus College 1968 — 1969
Math
Govenor. Livingston Regional HS 1966 — 1968
Genworth Financial June 2011 - Present
Genworth Financial April 2001 - June 2011
Berkshire Life July 1997 - April 2001
Prudential Financial January 1995 - June 1997
Mutual of Omaha November 1990 - January 1995
Mutual of Omaha July 1985 - November 1990
Skills
Fixed Annuities, Life Insurance, Retirement, Long-term Care, Insurance, Strategic Financial..., Disability Insurance, Retirement Planning, Financial Services, Series 6, Series 63, Underwriting, IRAs, Term Life Insurance, Pensions, Long Term Care Insurance, Wealth Management, 401k, Employee Benefits, Whole Life, Health Insurance, Estate Planning, Series 7, Mutual Funds, Brokers, Financial Planners, Wealth, Financial Advisory, Investment Advisory, FINRA, Universal Life, Investments, Variable Annuities, Securities, Reinsurance
Education
University of Denver - Sturm College of Law 1991 — 1994
JD, Law
Wagner College 1970 — 1973
BS, Sociology
Ursinus College 1968 — 1969
Math
Govenor. Livingston Regional HS 1966 — 1968
Don Levin's Genworth Financial Experience January 2003 - June 2006
Job Managing General Agent at PNW Insurance Services
Industry Insurance
Experience
PNW Insurance Services June 2015 - Present
Genworth Financial Pacific Northwest Agency November 2011 - June 2015
Genworth Financial Agency, Inc. December 2008 - November 2011
LifeScript Learning February 2008 - December 2008
Legacy Search LLC August 2006 - February 2008
Genworth Financial January 2003 - June 2006
GE Financial January 2001 - January 2003
US Army Retired August 1978 - July 2001
Law Offices of Donald J. Levin November 1986 - August 1999
Skills
Brokers, Segmentation, Direct Marketing, Financial Services, Marketing Strategy, Marketing, Relationship Management, Database Marketing, Competitive Intelligence, Cross-functional Team..., Strategic Planning, Employee Benefits, B2B Marketing, Marketing Management, Management, Long-term Care, Long Term Care Insurance, Medicare, Life Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance
Education
US Army War College 1992 — 1993
Certificate, Defense Strategy Course
US Army Command & General Staff College 1984 — 1986
Graduate
The John Marshall Law School 1983 — 1986
Juris Doctor, General Law
University of Oklahoma 1981 — 1983
Master of Arts (MA), Public Administration
University of Illinois at Chicago 1975 — 1978
Bachelor of Arts (BA), Political Science, Criminal Justice
PNW Insurance Services June 2015 - Present
Genworth Financial Pacific Northwest Agency November 2011 - June 2015
Genworth Financial Agency, Inc. December 2008 - November 2011
LifeScript Learning February 2008 - December 2008
Legacy Search LLC August 2006 - February 2008
Genworth Financial January 2003 - June 2006
GE Financial January 2001 - January 2003
US Army Retired August 1978 - July 2001
Law Offices of Donald J. Levin November 1986 - August 1999
Skills
Brokers, Segmentation, Direct Marketing, Financial Services, Marketing Strategy, Marketing, Relationship Management, Database Marketing, Competitive Intelligence, Cross-functional Team..., Strategic Planning, Employee Benefits, B2B Marketing, Marketing Management, Management, Long-term Care, Long Term Care Insurance, Medicare, Life Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance
Education
US Army War College 1992 — 1993
Certificate, Defense Strategy Course
US Army Command & General Staff College 1984 — 1986
Graduate
The John Marshall Law School 1983 — 1986
Juris Doctor, General Law
University of Oklahoma 1981 — 1983
Master of Arts (MA), Public Administration
University of Illinois at Chicago 1975 — 1978
Bachelor of Arts (BA), Political Science, Criminal Justice
Troy Davis's Genworth Financial Experience June 2000 - July 2007
Job Regional Account Executive at The Hartford
Industry Insurance
Experience
The Hartford July 2015 - Present
Lincoln Financial Group July 2011 - July 2015
Reliance Standard December 2009 - July 2011
Sun Life Financial July 2007 - December 2009
Genworth Financial June 2000 - July 2007
Skills
Life Insurance, Sales, Underwriting, Group Insurance, Disability Insurance, Stop Loss, Dental Insurance, Vision Insurance, Voluntary Employee..., Critical Illness, Benefits Administration, Employee Benefits, Health Insurance, Term Life Insurance, Insurance, Brokers, Management, Customer Service
Education
University of Georgia - Terry College of Business 1998 — 2000
BBA, Risk Management & Insurance
Jefferson State Community College 1996 — 1998
The Hartford July 2015 - Present
Lincoln Financial Group July 2011 - July 2015
Reliance Standard December 2009 - July 2011
Sun Life Financial July 2007 - December 2009
Genworth Financial June 2000 - July 2007
Skills
Life Insurance, Sales, Underwriting, Group Insurance, Disability Insurance, Stop Loss, Dental Insurance, Vision Insurance, Voluntary Employee..., Critical Illness, Benefits Administration, Employee Benefits, Health Insurance, Term Life Insurance, Insurance, Brokers, Management, Customer Service
Education
University of Georgia - Terry College of Business 1998 — 2000
BBA, Risk Management & Insurance
Jefferson State Community College 1996 — 1998
Ning Meng's Genworth Financial Experience August 2005 - February 2008
Job Director & Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial 2010 - Present
Hartford Life Limited February 2008 - January 2010
Genworth Financial August 2005 - February 2008
Skills
Actuarial Science, Insurance, Reinsurance, ALM, Fixed Annuities, Pensions, Risk Management, Investments, Retirement, Underwriting, Financial Modeling, Enterprise Risk...
Education
University of Delaware 2000 — 2002
Master, Operations Research
Prudential Financial 2010 - Present
Hartford Life Limited February 2008 - January 2010
Genworth Financial August 2005 - February 2008
Skills
Actuarial Science, Insurance, Reinsurance, ALM, Fixed Annuities, Pensions, Risk Management, Investments, Retirement, Underwriting, Financial Modeling, Enterprise Risk...
Education
University of Delaware 2000 — 2002
Master, Operations Research
Ed Laurel's Genworth Financial Experience October 2009 - July 2014
Job Servicelink
Industry Financial Services
Experience
ServiceLink September 2015 - Present
EverBank October 2014 - September 2015
Genworth Financial October 2009 - July 2014
Genworth Financial October 2009 - June 2014
Taylor, Bean & Whitaker May 2008 - August 2009
Wells Fargo Home Mortgage 2004 - 2007
GreenPoint Mortgage 2001 - 2004
Skills
Underwriting, Mortgage Lending, Mortgage Banking, Loss Mitigation, Risk Management, Loans, Mortgage Servicing, Credit, Loan Servicing, Loan Origination, Banking, Financial Services, New Business Development, Vendor Management, Relationship Management, Team Building, Business Analysis, Insurance, FHA, Asset Management, Business Development, Sales, Process Improvement, Management, Residential Mortgages, Leadership, Portfolio Management
Education
University of Florida
ServiceLink September 2015 - Present
EverBank October 2014 - September 2015
Genworth Financial October 2009 - July 2014
Genworth Financial October 2009 - June 2014
Taylor, Bean & Whitaker May 2008 - August 2009
Wells Fargo Home Mortgage 2004 - 2007
GreenPoint Mortgage 2001 - 2004
Skills
Underwriting, Mortgage Lending, Mortgage Banking, Loss Mitigation, Risk Management, Loans, Mortgage Servicing, Credit, Loan Servicing, Loan Origination, Banking, Financial Services, New Business Development, Vendor Management, Relationship Management, Team Building, Business Analysis, Insurance, FHA, Asset Management, Business Development, Sales, Process Improvement, Management, Residential Mortgages, Leadership, Portfolio Management
Education
University of Florida
Paul Marr, JD's Genworth Financial Experience October 2006 - February 2009
Job Regional Vice President, Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Financial Group Member Companies May 2015 - Present
AIG January 2011 - May 2015
Genworth Financial October 2006 - February 2009
MetLife March 2004 - September 2006
Arthur Andersen September 2000 - April 2001
Skills
Annuities, Annuity, Retirement, Long Term Care, Retirement Planning, Fixed Annuities, Variable Annuities, Long-term Care, Securities, Insurance, Long Term Care Insurance, Series 63, Mutual Funds, Series 6, Series 7
Education
Vermont Law School 1996 — 1999
JD, Law
University of California, Santa Barbara 1985 — 1991
BA, Law and Society
Sammons Financial Group Member Companies May 2015 - Present
AIG January 2011 - May 2015
Genworth Financial October 2006 - February 2009
MetLife March 2004 - September 2006
Arthur Andersen September 2000 - April 2001
Skills
Annuities, Annuity, Retirement, Long Term Care, Retirement Planning, Fixed Annuities, Variable Annuities, Long-term Care, Securities, Insurance, Long Term Care Insurance, Series 63, Mutual Funds, Series 6, Series 7
Education
Vermont Law School 1996 — 1999
JD, Law
University of California, Santa Barbara 1985 — 1991
BA, Law and Society
Sean Rabinowitz's Genworth Financial Experience May 2002 - January 2006
Job Vice President at Associated Community Brokers, Inc.
Industry Insurance
Experience
Associated Community Brokers, Inc. January 2009 - Present
Sun Life Financial January 2006 - December 2009
Genworth Financial May 2002 - January 2006
Skills
Property & Casualty..., Workers Compensation, Strategic Planning, Financial Modeling, Human Resources, Healthcare Management, PPACA, Relationship Management, Labor Relations, Actuarial Consulting, Sales Management, Account Management, Key Account Management, Self Funding, Defind Contribution, Long-term Care, Benefits Administration, Reinsurance, Accident, Health Care Reform, Managed Care, Sales, Risk Management, Employment Practices..., New Business Development, Group Insurance, Insurance Brokerage, Brokers, Employee Benefits, Insurance, PowerPoint, Underwriting, Fixed Annuities, Property
Education
University of Connecticut 1998 — 2002
Bachelor of Business Administration (B.B.A.), Health/Health Care Administration/Management and Insurance
Associated Community Brokers, Inc. January 2009 - Present
Sun Life Financial January 2006 - December 2009
Genworth Financial May 2002 - January 2006
Skills
Property & Casualty..., Workers Compensation, Strategic Planning, Financial Modeling, Human Resources, Healthcare Management, PPACA, Relationship Management, Labor Relations, Actuarial Consulting, Sales Management, Account Management, Key Account Management, Self Funding, Defind Contribution, Long-term Care, Benefits Administration, Reinsurance, Accident, Health Care Reform, Managed Care, Sales, Risk Management, Employment Practices..., New Business Development, Group Insurance, Insurance Brokerage, Brokers, Employee Benefits, Insurance, PowerPoint, Underwriting, Fixed Annuities, Property
Education
University of Connecticut 1998 — 2002
Bachelor of Business Administration (B.B.A.), Health/Health Care Administration/Management and Insurance
Allan Corkum's Genworth Financial Experience 2002 - 2005
Job Director Actuarial Services UnitedHealthcare Specialty Benefits
Industry Insurance
Experience
UnitedHealthcare March 2008 - Present
Sun Life Financial 2006 - 2008
Genworth Financial 2002 - 2005
Phoenix Life Insurance Company 1999 - 2002
Skills
Insurance, Health Insurance, Employee Benefits, Actuarial Science, Underwriting, Disability Insurance, Pricing, Process Improvement, Medicaid, Risk Management, Brokers, Benefits Administration, Financial Risk
Education
University of Hartford 1996 — 1999
BSBA, Actuarial Science
UnitedHealthcare March 2008 - Present
Sun Life Financial 2006 - 2008
Genworth Financial 2002 - 2005
Phoenix Life Insurance Company 1999 - 2002
Skills
Insurance, Health Insurance, Employee Benefits, Actuarial Science, Underwriting, Disability Insurance, Pricing, Process Improvement, Medicaid, Risk Management, Brokers, Benefits Administration, Financial Risk
Education
University of Hartford 1996 — 1999
BSBA, Actuarial Science
Brian O'Toole's Genworth Financial Experience 2006 - 2009
Job Chairman of the Board at TerraVesco™
Industry Farming
Experience
TerraVesco™ 2012 - Present
Genworth Financial 2006 - 2009
AssetMark 1995 - 2006
Skills
Public Speaking, Business Strategy, Strategic Planning, Customer Service, Management Consulting, Investments, Team Building, New Business Development, Wealth Management, Sustainability, Start-ups, Entrepreneurship, Sustainable Agriculture, Soil, Compost, Product Development, Education
Education
University of California, Berkeley 1976 — 1980
B.A., Political Economy
TerraVesco™ 2012 - Present
Genworth Financial 2006 - 2009
AssetMark 1995 - 2006
Skills
Public Speaking, Business Strategy, Strategic Planning, Customer Service, Management Consulting, Investments, Team Building, New Business Development, Wealth Management, Sustainability, Start-ups, Entrepreneurship, Sustainable Agriculture, Soil, Compost, Product Development, Education
Education
University of California, Berkeley 1976 — 1980
B.A., Political Economy
Annette Rackley's Genworth Financial Experience April 2008 - December 2013
Job Senior IT Project Manager at Markel Corporation
Industry Insurance
Experience
Markel Corporation December 2013 - Present
Genworth Financial April 2008 - December 2013
Wyeth Pharmaceuticals (Pfizer), March 2000 - April 2008
Keiter Stephens Computer Services, Inc. November 1998 - March 2000
Richmond Information Group May 1998 - November 1998
IPC Technologies, Inc. April 1996 - May 1998
AMF Bowling, Inc. January 1989 - April 1996
Charles Schwab & Company, Inc. May 1987 - January 1989
Skills
Project Management, Risk Management, Program Management..., IT Project Leadershiip, Process Improvement, IT Procurement, Contract Management, Project Turnaround, Capital Budgeting
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business & Economics
Markel Corporation December 2013 - Present
Genworth Financial April 2008 - December 2013
Wyeth Pharmaceuticals (Pfizer), March 2000 - April 2008
Keiter Stephens Computer Services, Inc. November 1998 - March 2000
Richmond Information Group May 1998 - November 1998
IPC Technologies, Inc. April 1996 - May 1998
AMF Bowling, Inc. January 1989 - April 1996
Charles Schwab & Company, Inc. May 1987 - January 1989
Skills
Project Management, Risk Management, Program Management..., IT Project Leadershiip, Process Improvement, IT Procurement, Contract Management, Project Turnaround, Capital Budgeting
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business & Economics
Bart Bradshaw's Genworth Financial Experience May 2005 - May 2014
Job Vice President of Advanced Planning at The Nautilus Group
Industry Insurance
Experience
The Nautilus Group June 2014 - Present
Genworth Financial May 2005 - May 2014
Skills
Life Insurance, Fixed Annuities, Long-term Care, Long Term Care Insurance, Series 7, Series 24, Variable Products, Tax Law, Estate Tax Planning, Qualified Retirement..., Term Life Insurance, Insurance
Education
Mississippi College School of Law 1987 — 1990
Juris Doctor (J.D.), Law
University of Central Florida 1980 — 1985
Bachelor's Degree, Liberal Arts / English
The Nautilus Group June 2014 - Present
Genworth Financial May 2005 - May 2014
Skills
Life Insurance, Fixed Annuities, Long-term Care, Long Term Care Insurance, Series 7, Series 24, Variable Products, Tax Law, Estate Tax Planning, Qualified Retirement..., Term Life Insurance, Insurance
Education
Mississippi College School of Law 1987 — 1990
Juris Doctor (J.D.), Law
University of Central Florida 1980 — 1985
Bachelor's Degree, Liberal Arts / English
Kefing Kaba's Genworth Financial Experience September 2013 - Present
Job Investments Business Analyst
Industry Investment Banking
Experience
Genworth Financial September 2013 - Present
UBS Investment Bank November 2009 - September 2013
UBS Investment Bank July 2007 - October 2009
Citi June 2006 - June 2007
Skills
Fixed Income, Investment Banking, Derivatives, Equities, Microsoft Word, Vendor Management, Bloomberg, PowerPoint, Change Management, Reuters 3000, Microsoft Excel, Reference Data, Management, Risk Management, Business Analysis, Visio, Data Warehousing, Business Objects, Business Requirements, Requirements Gathering, JIRA, UAT Coordination, User Acceptance Testing, Insurance, Commercial Real Estate, Lean Six Sigma, Agile Methodologies, BlackRock Aladdin
Education
University of Derby 1999 — 2002
Bachelor of Arts (B.A.), Hospitality and Tourism Management - Major in Managerial and Financial Accounting
University of Connecticut
Master of Business Administration (MBA), Finance, General
Genworth Financial September 2013 - Present
UBS Investment Bank November 2009 - September 2013
UBS Investment Bank July 2007 - October 2009
Citi June 2006 - June 2007
Skills
Fixed Income, Investment Banking, Derivatives, Equities, Microsoft Word, Vendor Management, Bloomberg, PowerPoint, Change Management, Reuters 3000, Microsoft Excel, Reference Data, Management, Risk Management, Business Analysis, Visio, Data Warehousing, Business Objects, Business Requirements, Requirements Gathering, JIRA, UAT Coordination, User Acceptance Testing, Insurance, Commercial Real Estate, Lean Six Sigma, Agile Methodologies, BlackRock Aladdin
Education
University of Derby 1999 — 2002
Bachelor of Arts (B.A.), Hospitality and Tourism Management - Major in Managerial and Financial Accounting
University of Connecticut
Master of Business Administration (MBA), Finance, General
Miguel Vivar's Genworth Financial Experience January 2007 - December 2007
Job Associate Actuary at Humana
Industry Financial Services
Experience
Humana July 2012 - Present
Sun Life Financial August 2011 - March 2012
Sun Life Financial January 2008 - July 2011
Genworth Financial January 2007 - December 2007
Skills
Microsoft Office, Visual Basic, SAS, SPSS, Viewpoint, Spanish
Education
The University of Connecticut 2005 — 2006
Master of Science (M.S.), Statistics
The University of Connecticut 2004 — 2005
Master of Arts (M.A.), Economics
Humana July 2012 - Present
Sun Life Financial August 2011 - March 2012
Sun Life Financial January 2008 - July 2011
Genworth Financial January 2007 - December 2007
Skills
Microsoft Office, Visual Basic, SAS, SPSS, Viewpoint, Spanish
Education
The University of Connecticut 2005 — 2006
Master of Science (M.S.), Statistics
The University of Connecticut 2004 — 2005
Master of Arts (M.A.), Economics
Mays (Genworth)'s Genworth Financial Experience Personal Account CoordinatorGenworth Financial2010 - 2013
Job coordinator at Genworth Financial
Industry Insurance
Experience
Genworth Financial Personal Account CoordinatorGenworth Financial2010 - 2013
Genworth Financial 2008 - 2010
Genworth Financial 2005 - 2008
Lincare 2001 - 2005
Skills
Insurance, Accounts Receivable, Account Reconciliation
Education
University of Houston 1998 — 2001
Bachelor's degree, Business/Commerce, General
Genworth Financial Personal Account CoordinatorGenworth Financial2010 - 2013
Genworth Financial 2008 - 2010
Genworth Financial 2005 - 2008
Lincare 2001 - 2005
Skills
Insurance, Accounts Receivable, Account Reconciliation
Education
University of Houston 1998 — 2001
Bachelor's degree, Business/Commerce, General
Bryan Leveritt's Genworth Financial Experience December 2011 - Present
Job Insurance agent, producer at Genworth Financial
Industry Insurance
Experience
Genworth Financial December 2011 - Present
St Christopher Services, Inc January 1999 - December 2013
VR Business Brokers Mergers & Acquisitions January 1987 - September 1990
Curtin Matheson Scientific, Inc 1978 - 1987
Alabama Dry Dock & Ship Building 1975 - 1978
Ciba-Geigy 1972 - 1974
Skills
Commercial Insurance, Underwriting, Term Life Insurance, Fixed Annuities, Life Insurance, Health Insurance, Insurance, Disability Insurance, Retirement, Medicare, Employee Benefits, Retirement Planning, Universal Life, Long Term Care Insurance, Whole Life, Long-term Care
Education
University of Arkansas at Monticello 1965 — 1970
BS Biology, Biology
University of Arkansas at Monticello 1965 — 1970
Bachelor's degree, Biology, General & Minor in History
Genworth Financial December 2011 - Present
St Christopher Services, Inc January 1999 - December 2013
VR Business Brokers Mergers & Acquisitions January 1987 - September 1990
Curtin Matheson Scientific, Inc 1978 - 1987
Alabama Dry Dock & Ship Building 1975 - 1978
Ciba-Geigy 1972 - 1974
Skills
Commercial Insurance, Underwriting, Term Life Insurance, Fixed Annuities, Life Insurance, Health Insurance, Insurance, Disability Insurance, Retirement, Medicare, Employee Benefits, Retirement Planning, Universal Life, Long Term Care Insurance, Whole Life, Long-term Care
Education
University of Arkansas at Monticello 1965 — 1970
BS Biology, Biology
University of Arkansas at Monticello 1965 — 1970
Bachelor's degree, Biology, General & Minor in History
John Eza's Genworth Financial Experience 1999 - 2012
Job Retiree
Industry Wine and Spirits
Experience
Old Man in Florida July 2012 - Present
Genworth Financial 1999 - 2012
Education
The University of Connecticut 1965 — 1970
Old Man in Florida July 2012 - Present
Genworth Financial 1999 - 2012
Education
The University of Connecticut 1965 — 1970
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO