Genworth Financial
Industry: Insurance company
DescriptionGenworth Financial is an S&P 400 insurance company. The firm was founded as The Life Insurance Company of Virginia in 1871. In 1986, Life of Virginia was acquired by Combined Insurance, which became Aon plc in 1987. In 1996, Life of Virginia was sold to GE Capital. Headquarters: Richmond, Virginia, United States CEO: Thomas Mcinerney (Jan 2013–) Revenue: 8.548 billion USD (2015) Subsidiaries: AssetMark Investment Services Inc,
Genworth Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Genworth Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Genworth Financial Salaries. You can even request information on how much does Genworth Financial pay if you want to. Learn about salaries, pros and cons of working for Genworth Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Kara Arola Kara Arola's Genworth Financial Experience May 2009 - August 2011
Job Masters Candidate at Santa Clara University, Digital Marketing Professional
Industry Marketing and Advertising
Experience
Electronic Arts (EA) March 2014 - Present
Ensighten June 2013 - March 2014
Alert1 April 2013 - June 2013
Alert1 July 2012 - April 2013
Alert1 June 2012 - July 2012
San Jose Sharks/ Silicon Valley Sports & Entertainment May 2011 - August 2011
Genworth Financial May 2009 - August 2011
Skills
Email Marketing, Social Media Marketing, Sales, Lead Generation, SEO, Marketing Communications, Market Research, SPSS, Analytics, Event Management, E-commerce, Advertising, Competitive Analysis, Marketing Strategy, SEM, PPC, Web Analytics, Communication, Blogging, Sales Operations, Detail Orientation, Customer Service
Education
Santa Clara University - Leavey School of Business 2014 — 2017
Master of Business Administration (MBA), Internet Marketing & E-commerce
California State University-Chico 2007 — 2011
Bachelor of Science, Business Marketing
Università degli Studi di Torino 2009 — 2009
Business Administration and Management, General
Amador Valley High School 2003 — 2007
Academy of Engineering and Science
Electronic Arts (EA) March 2014 - Present
Ensighten June 2013 - March 2014
Alert1 April 2013 - June 2013
Alert1 July 2012 - April 2013
Alert1 June 2012 - July 2012
San Jose Sharks/ Silicon Valley Sports & Entertainment May 2011 - August 2011
Genworth Financial May 2009 - August 2011
Skills
Email Marketing, Social Media Marketing, Sales, Lead Generation, SEO, Marketing Communications, Market Research, SPSS, Analytics, Event Management, E-commerce, Advertising, Competitive Analysis, Marketing Strategy, SEM, PPC, Web Analytics, Communication, Blogging, Sales Operations, Detail Orientation, Customer Service
Education
Santa Clara University - Leavey School of Business 2014 — 2017
Master of Business Administration (MBA), Internet Marketing & E-commerce
California State University-Chico 2007 — 2011
Bachelor of Science, Business Marketing
Università degli Studi di Torino 2009 — 2009
Business Administration and Management, General
Amador Valley High School 2003 — 2007
Academy of Engineering and Science
Mary-Alice Cárdenas Mary-Alice Cárdenas's Genworth Financial Experience January 2012 - April 2013
Job Reverse Mortgage & HECM for Purchase Specialist, Creating Opportunities for Seniors to Achieve Financial Independence
Industry Financial Services
Experience
Reverse Mortgage Funding LLC December 2014 - Present
Commerce Mortgage April 2013 - December 2014
Genworth Financial January 2012 - April 2013
Generation Mortgage Co. March 2011 - January 2012
On Lok 1999 - 2005
Skills
FHA, Refinance, Mortgage Banking, Mortgage Lending, Loan Origination, Home Equity, Loans, Residential Mortgages, Reverse Mortgages, Mortgage Underwriting, Underwriting, Investments, Credit Analysis, USDA, VA loans, Credit, VA Loans
Education
Boston University 1997 — 1999
MPH, Geriatric Health Services
University of California, Los Angeles 1993 — 1997
Bachelor's Degree, Psychology
Reverse Mortgage Funding LLC December 2014 - Present
Commerce Mortgage April 2013 - December 2014
Genworth Financial January 2012 - April 2013
Generation Mortgage Co. March 2011 - January 2012
On Lok 1999 - 2005
Skills
FHA, Refinance, Mortgage Banking, Mortgage Lending, Loan Origination, Home Equity, Loans, Residential Mortgages, Reverse Mortgages, Mortgage Underwriting, Underwriting, Investments, Credit Analysis, USDA, VA loans, Credit, VA Loans
Education
Boston University 1997 — 1999
MPH, Geriatric Health Services
University of California, Los Angeles 1993 — 1997
Bachelor's Degree, Psychology
Forrest Barnes III Forrest Barnes III's Genworth Financial Experience May 2004 - April 2010
Job
Industry Insurance
Experience
HEALTH CARE SERVICE CORPORATION November 2011 - Present
CNA Insurance April 2010 - April 2011
Genworth Financial May 2004 - April 2010
Genworth Financial 2002 - 2004
GE FINANCIAL 1999 - 2002
GE CAPITAL 1996 - 1999
Independent Contract Developer 1995 - 1996
FARMERS INSURANCE GROUP 1990 - 1995
Skills
Vendor Management, Program Management, SDLC, Leadership, Software Development, Process Improvement, Strategic Planning, Business Intelligence, Strategy, Mergers & Acquisitions, Project Management, Integration, Outsourcing, IT Strategy, Mergers, Insurance, Enterprise Software, Analytics, Business Analysis, Databases, Team Management, Project Planning, Change Management, IT Management, Enterprise Architecture, Consulting, Information Technology, Business Process..., Business Process, Project Portfolio..., PMO, Executive Management
Education
University of Virginia 2003 — 2004
MS
California State Polytechnic University-Pomona 1987 — 1990
BS
New Mexico Military Institute 1985 — 1987
AA
HEALTH CARE SERVICE CORPORATION November 2011 - Present
CNA Insurance April 2010 - April 2011
Genworth Financial May 2004 - April 2010
Genworth Financial 2002 - 2004
GE FINANCIAL 1999 - 2002
GE CAPITAL 1996 - 1999
Independent Contract Developer 1995 - 1996
FARMERS INSURANCE GROUP 1990 - 1995
Skills
Vendor Management, Program Management, SDLC, Leadership, Software Development, Process Improvement, Strategic Planning, Business Intelligence, Strategy, Mergers & Acquisitions, Project Management, Integration, Outsourcing, IT Strategy, Mergers, Insurance, Enterprise Software, Analytics, Business Analysis, Databases, Team Management, Project Planning, Change Management, IT Management, Enterprise Architecture, Consulting, Information Technology, Business Process..., Business Process, Project Portfolio..., PMO, Executive Management
Education
University of Virginia 2003 — 2004
MS
California State Polytechnic University-Pomona 1987 — 1990
BS
New Mexico Military Institute 1985 — 1987
AA
Shawntea Williams Shawntea Williams's Genworth Financial Experience January 2006 - August 2008
Job Juvenile Institutional Officer II at Alameda County
Industry Law Enforcement
Experience
Alameda County March 2015 - Present
Alameda County March 2014 - February 2015
Alameda County October 2013 - January 2014
Alameda County Office of Education June 2012 - March 2013
SFBAC, Learning for Life 2008 - June 2012
Genworth Financial January 2006 - August 2008
Oakland Leaf Nonprofit Agency-Urban Promise January 2005 - January 2006
University Preparatory Charter Academy August 2004 - January 2005
Oakland Unified School District August 2003 - August 2004
Skills
Corporate Fundraising, Social Networking, Program Management, Leadership Development, Fundraising, Program Development, Teaching, Research, Training, Community Outreach, Curriculum Development, Editing, Event Planning, Human Resources, Leadership, Nonprofits, Public Speaking, Recruiting, Staff Development, Youth Development, Policy, Program Evaluation, Team Building, Proposal Writing, Strategic Planning, Budgets
Education
California State University-East Bay 2001 — 2003
MPA, Public Administration
University of San Francisco 1995 — 1999
Bachelor of Arts, Exercise and Sports Science; Occupational Therapy
Alameda County March 2015 - Present
Alameda County March 2014 - February 2015
Alameda County October 2013 - January 2014
Alameda County Office of Education June 2012 - March 2013
SFBAC, Learning for Life 2008 - June 2012
Genworth Financial January 2006 - August 2008
Oakland Leaf Nonprofit Agency-Urban Promise January 2005 - January 2006
University Preparatory Charter Academy August 2004 - January 2005
Oakland Unified School District August 2003 - August 2004
Skills
Corporate Fundraising, Social Networking, Program Management, Leadership Development, Fundraising, Program Development, Teaching, Research, Training, Community Outreach, Curriculum Development, Editing, Event Planning, Human Resources, Leadership, Nonprofits, Public Speaking, Recruiting, Staff Development, Youth Development, Policy, Program Evaluation, Team Building, Proposal Writing, Strategic Planning, Budgets
Education
California State University-East Bay 2001 — 2003
MPA, Public Administration
University of San Francisco 1995 — 1999
Bachelor of Arts, Exercise and Sports Science; Occupational Therapy
Theresa Kantz Theresa Kantz's Genworth Financial Experience July 2003 - July 2006
Job Administrative Assistant looking for busy executives who need someone to turn CHAOS into ORDER!
Industry Insurance
Experience
Investec Asset Management Group, Inc. March 2014 - April 2015
NAES Corporation December 2013 - January 2014
Sun Life Financial July 2006 - August 2013
Genworth Financial July 2003 - July 2006
Integrated Benefit Solutions July 2002 - July 2003
Hewlett Packard June 2001 - July 2002
Compaq Computer Corporation March 1992 - June 2001
Skills
Administrative..., Executive..., Office Management, Microsoft Office 2010, Microsoft Excel, Event Planning, MS Outlook, Adobe Acrobat, Long Term Care Insurance, Life Insurance, Dental Insurance, Health Insurance, Disability Insurance, Critical Illness, Employee Benefits, SharePoint, Salesforce.com..., Power Advocate, Hyperion Enterprise, QuickBooks, Database Management, Database Administration, Sales Coordination, IIR Database, Lotus Notes
Education
Sacramento City College 1985 — 1987
Bachelor of Science (BS), Accounting, 3.5/4.0
Brookhaven Community College 1981 — 1983
Bachelor of Science (BS), Accounting, 3.2/4.0
Investec Asset Management Group, Inc. March 2014 - April 2015
NAES Corporation December 2013 - January 2014
Sun Life Financial July 2006 - August 2013
Genworth Financial July 2003 - July 2006
Integrated Benefit Solutions July 2002 - July 2003
Hewlett Packard June 2001 - July 2002
Compaq Computer Corporation March 1992 - June 2001
Skills
Administrative..., Executive..., Office Management, Microsoft Office 2010, Microsoft Excel, Event Planning, MS Outlook, Adobe Acrobat, Long Term Care Insurance, Life Insurance, Dental Insurance, Health Insurance, Disability Insurance, Critical Illness, Employee Benefits, SharePoint, Salesforce.com..., Power Advocate, Hyperion Enterprise, QuickBooks, Database Management, Database Administration, Sales Coordination, IIR Database, Lotus Notes
Education
Sacramento City College 1985 — 1987
Bachelor of Science (BS), Accounting, 3.5/4.0
Brookhaven Community College 1981 — 1983
Bachelor of Science (BS), Accounting, 3.2/4.0
Bill Sylvester Bill Sylvester's Genworth Financial Experience January 2011 - 2014
Job Director Liquidity and Collateral Management at Genworth
Industry Insurance
Experience
Genworth 2014 - Present
Genworth Financial January 2011 - 2014
Genworth Financial September 2009 - January 2011
Genworth Financial 2007 - 2009
Genworth Financial 2004 - 2007
Capital One 2000 - 2004
Capital One 1998 - 2000
Suntrust Bank (formerly Crestar Financial) 1997 - 1998
Suntrust Bank (formerly Crestar Financial) 1994 - 1997
Hughes Space and Communications 1990 - 1994
Skills
Finance, Business Analysis, Strategic Financial..., Portfolio Management, Strategy, Risk Management, Analytics, Financial Risk, Financial Services, Investments, Credit Risk, Analysis, Forecasting, Financial Planning, Financial Analysis, Process Improvement, Financial Modeling, Management, Insurance, Leadership, Banking, Executive Management, Credit, Financial Reporting
Education
Carnegie Mellon University - Tepper School of Business 1988 — 1990
MBA, Finance
Brandeis University 1979 — 1983
BA, Economics
Genworth 2014 - Present
Genworth Financial January 2011 - 2014
Genworth Financial September 2009 - January 2011
Genworth Financial 2007 - 2009
Genworth Financial 2004 - 2007
Capital One 2000 - 2004
Capital One 1998 - 2000
Suntrust Bank (formerly Crestar Financial) 1997 - 1998
Suntrust Bank (formerly Crestar Financial) 1994 - 1997
Hughes Space and Communications 1990 - 1994
Skills
Finance, Business Analysis, Strategic Financial..., Portfolio Management, Strategy, Risk Management, Analytics, Financial Risk, Financial Services, Investments, Credit Risk, Analysis, Forecasting, Financial Planning, Financial Analysis, Process Improvement, Financial Modeling, Management, Insurance, Leadership, Banking, Executive Management, Credit, Financial Reporting
Education
Carnegie Mellon University - Tepper School of Business 1988 — 1990
MBA, Finance
Brandeis University 1979 — 1983
BA, Economics
James Boyle's Genworth Financial Experience February 2014 - July 2014
Job Chairman and CEO at Zillion
Industry Information Technology and Services
Experience
Genworth Financial February 2014 - July 2014
John Hancock Financial Services 1992 - 2012
PwC 1982 - 1992
Skills
Asset Allocation, 401k, Financial Analysis, Asset Management, Financial Services, Series 7, Budgets, Strategy, Investments, Mutual Funds, Fixed Annuities, Insurance, Leadership, Life Insurance, Retirement Planning, Financial Advisory, Retirement, Strategic Financial..., Mergers & Acquisitions, Due Diligence, Portfolio Management, Financial Modeling, Public Speaking, Qualified Retirement..., Risk Management, Financial Planning
Education
Boston College - Carroll School of Management
Bachelor of Science (BS) Cum Laude, Accounting
Avon High School
Genworth Financial February 2014 - July 2014
John Hancock Financial Services 1992 - 2012
PwC 1982 - 1992
Skills
Asset Allocation, 401k, Financial Analysis, Asset Management, Financial Services, Series 7, Budgets, Strategy, Investments, Mutual Funds, Fixed Annuities, Insurance, Leadership, Life Insurance, Retirement Planning, Financial Advisory, Retirement, Strategic Financial..., Mergers & Acquisitions, Due Diligence, Portfolio Management, Financial Modeling, Public Speaking, Qualified Retirement..., Risk Management, Financial Planning
Education
Boston College - Carroll School of Management
Bachelor of Science (BS) Cum Laude, Accounting
Avon High School
Lynn Pagan Lynn Pagan's Genworth Financial Experience May 2009 - October 2010
Job Senior Mortgage Underwriter/Credit Analyst Consultant at Mortgage Compliance Advisors
Industry Financial Services
Experience
Mortgage Compliance Advisors July 2014 - Present
Coldwell Banker Gundaker May 2014 - Present
Wells Fargo October 2011 - January 2014
Contract Mortgage Underwriter October 1997 - 2011
Genworth Financial May 2009 - October 2010
FDIC 1990 - 1997
Skills
Loans, Mortgage Underwriting, Loss Mitigation, Underwriting, Mortgage Banking, Due Diligence, Residential Mortgages, Loan Origination, Strategic Planning, Credit Analysis, Management, Fraud, Banking, Team Leadership, Refinance, VA loans, Mortgage Fraud, Credit, Financial Risk, Compliance, Harp, conventional, Sales, Customer Service, Photoshop, Photography, Digital Photography, Wedding Albums, Photo Albums, Event Photography, Real Estate, Real Estate Financing
Education
California State University-Long Beach
Real Estate
Realtor License
Mortgage Compliance Advisors July 2014 - Present
Coldwell Banker Gundaker May 2014 - Present
Wells Fargo October 2011 - January 2014
Contract Mortgage Underwriter October 1997 - 2011
Genworth Financial May 2009 - October 2010
FDIC 1990 - 1997
Skills
Loans, Mortgage Underwriting, Loss Mitigation, Underwriting, Mortgage Banking, Due Diligence, Residential Mortgages, Loan Origination, Strategic Planning, Credit Analysis, Management, Fraud, Banking, Team Leadership, Refinance, VA loans, Mortgage Fraud, Credit, Financial Risk, Compliance, Harp, conventional, Sales, Customer Service, Photoshop, Photography, Digital Photography, Wedding Albums, Photo Albums, Event Photography, Real Estate, Real Estate Financing
Education
California State University-Long Beach
Real Estate
Realtor License
Scott Mabee Scott Mabee's Genworth Financial Experience November 2007 - October 2013
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2013 - Present
Genworth Financial November 2007 - October 2013
Northwestern Mutual July 2004 - August 2007
Access One, Inc. March 2003 - July 2004
Robert W. Baird & Co. July 2001 - December 2002
Skills
Series 6, Long-term Care, Mutual Funds, Series 7, Variable Annuities, Asset Allocation, Wealth Management, Series 65, Investments, Long Term Care Insurance, IRAs, Financial Advisory, Securities, Financial Services, Asset Management, Sales Management, Sales Presentations, Retirement Planning, Marketing Strategy, Fixed Annuities, Salesforce.com
Education
Bradley University 1997 — 2001
Bachelor of Science (BS), Business Management & Administration
Richwoods
Richwoods
Robert W. Baird & Co. October 2013 - Present
Genworth Financial November 2007 - October 2013
Northwestern Mutual July 2004 - August 2007
Access One, Inc. March 2003 - July 2004
Robert W. Baird & Co. July 2001 - December 2002
Skills
Series 6, Long-term Care, Mutual Funds, Series 7, Variable Annuities, Asset Allocation, Wealth Management, Series 65, Investments, Long Term Care Insurance, IRAs, Financial Advisory, Securities, Financial Services, Asset Management, Sales Management, Sales Presentations, Retirement Planning, Marketing Strategy, Fixed Annuities, Salesforce.com
Education
Bradley University 1997 — 2001
Bachelor of Science (BS), Business Management & Administration
Richwoods
Richwoods
Dan Dent, APR Dan Dent, APR's Genworth Financial Experience September 2011 - October 2012
Job Corporate Communications Manager at Benchmark Senior Living
Industry Public Relations and Communications
Experience
Benchmark Senior Living April 2014 - Present
Dent Communications October 2012 - Present
Public Relations Society of America (PRSA) January 2014 - Present
Genworth Financial September 2011 - October 2012
Bishoff Communications August 2009 - September 2011
FTI Consulting August 2008 - August 2009
Blanc & Otus / Hill & Knowlton August 2006 - August 2008
Citigate Cunningham August 2004 - August 2006
Dent Communications February 2002 - August 2004
Bridgeman Communications June 1996 - February 2002
Skills
Crisis Communications, Internal Communications, Marketing, Key Message Development, Press Kits, Management, Competitive Analysis, Contract Negotiation, Media Relations, Public Relations, Strategic Communications, Marketing Communications, Analyst Relations, Corporate Communications, Social Media, Press Releases, Message Development, Social Media Marketing, Communication Training, Integrated Marketing, Copywriting, Publicity, SEO, Blogging, Social Networking, Advertising, Strategy, E-commerce, Newsletters, Fundraising, Leadership
Education
Boston University 1988 — 1990
Master of Science, Communications
University of Iowa 1983 — 1987
Bachelor of Arts degree, English Literature
Benchmark Senior Living April 2014 - Present
Dent Communications October 2012 - Present
Public Relations Society of America (PRSA) January 2014 - Present
Genworth Financial September 2011 - October 2012
Bishoff Communications August 2009 - September 2011
FTI Consulting August 2008 - August 2009
Blanc & Otus / Hill & Knowlton August 2006 - August 2008
Citigate Cunningham August 2004 - August 2006
Dent Communications February 2002 - August 2004
Bridgeman Communications June 1996 - February 2002
Skills
Crisis Communications, Internal Communications, Marketing, Key Message Development, Press Kits, Management, Competitive Analysis, Contract Negotiation, Media Relations, Public Relations, Strategic Communications, Marketing Communications, Analyst Relations, Corporate Communications, Social Media, Press Releases, Message Development, Social Media Marketing, Communication Training, Integrated Marketing, Copywriting, Publicity, SEO, Blogging, Social Networking, Advertising, Strategy, E-commerce, Newsletters, Fundraising, Leadership
Education
Boston University 1988 — 1990
Master of Science, Communications
University of Iowa 1983 — 1987
Bachelor of Arts degree, English Literature
Hanna Saunders Hanna Saunders's Genworth Financial Experience January 2001 - June 2015
Job Independent Insurance Agent at LTCRPVA Insurance Group
Industry Insurance
Experience
LTCR-PVA Insurance Group June 2015 - Present
Saunders Long Term Care Planning Group January 2001 - Present
Lampo Group Financial Services June 2012 - Present
Genworth Financial January 2001 - June 2015
GE Capital Life Assurance Company of New York June 2001 - October 2004
Mercy Medical Center June 1994 - January 2001
Skills
Long-term Care, Life Insurance, Fixed Annuities, Insurance, Health Insurance, Term Life Insurance, Financial Services, Disability Insurance, Retirement, Retirement Planning, Employee Benefits, Financial Advisory, Universal Life, IRAs, Estate Planning, Strategic Planning, Critical Illness, Financial Analysis, 401k, Asset Protection, Indexed Annuities, Needs Analysis, Whole Life, long term care planning, Lifestyle Management, goal developement, Peace Of Mind, linked benefits, Wealth Accumulation
Education
Nassau Community College 1992 — 1994
Associate of Science (A.S.), Registered Nursing/Registered Nurse, Summa Cum Laude
Boston University 1970 — 1974
Bachelor of Science (BS), Mathematics Teacher Education
Yonkers High School
LTCR-PVA Insurance Group June 2015 - Present
Saunders Long Term Care Planning Group January 2001 - Present
Lampo Group Financial Services June 2012 - Present
Genworth Financial January 2001 - June 2015
GE Capital Life Assurance Company of New York June 2001 - October 2004
Mercy Medical Center June 1994 - January 2001
Skills
Long-term Care, Life Insurance, Fixed Annuities, Insurance, Health Insurance, Term Life Insurance, Financial Services, Disability Insurance, Retirement, Retirement Planning, Employee Benefits, Financial Advisory, Universal Life, IRAs, Estate Planning, Strategic Planning, Critical Illness, Financial Analysis, 401k, Asset Protection, Indexed Annuities, Needs Analysis, Whole Life, long term care planning, Lifestyle Management, goal developement, Peace Of Mind, linked benefits, Wealth Accumulation
Education
Nassau Community College 1992 — 1994
Associate of Science (A.S.), Registered Nursing/Registered Nurse, Summa Cum Laude
Boston University 1970 — 1974
Bachelor of Science (BS), Mathematics Teacher Education
Yonkers High School
Richard Colea Richard Colea's Genworth Financial Experience March 2008 - May 2012
Job Associate Actuary at MetLife
Industry Insurance
Experience
MetLife September 2014 - Present
Voya Financial June 2012 - August 2014
Genworth Financial March 2008 - May 2012
Skills
Microsoft Office, Polysystems, Valuation, Analytical Skills, Result Oriented, Eye for Details, Stock Market Analysis, Team-oriented, Project Management, VBA, IFRS, US GAAP, Actuarial Science, Analysis, Process Improvement
Education
University of Miami 2004 — 2006
Master's of Art, Mathematics
Boston College 2000 — 2003
Bachelor of Science (BS), Operations & Tecnology Management, Information Systems
MetLife September 2014 - Present
Voya Financial June 2012 - August 2014
Genworth Financial March 2008 - May 2012
Skills
Microsoft Office, Polysystems, Valuation, Analytical Skills, Result Oriented, Eye for Details, Stock Market Analysis, Team-oriented, Project Management, VBA, IFRS, US GAAP, Actuarial Science, Analysis, Process Improvement
Education
University of Miami 2004 — 2006
Master's of Art, Mathematics
Boston College 2000 — 2003
Bachelor of Science (BS), Operations & Tecnology Management, Information Systems
Stephen Vassallo Stephen Vassallo's Genworth Financial Experience January 2007 - January 2008
Job Founder/CEO Sun Valley Properties
Industry Real Estate
Experience
Sun Valley Properties September 2012 - January 2015
Regus January 2011 - January 2012
Candlewood Inc January 2008 - June 2010
Genworth Financial January 2007 - January 2008
Tri-City Lending January 2005 - January 2007
Harbinger Mortgage 2004 - 2005
Kar Products January 2002 - January 2004
Skills
Negotiation, Sales Management, New Business Development, Account Management, Contract Negotiation, Customer Service, Customer Satisfaction, Customer Retention, Financial Analysis, Operations Management, Team Leadership, B2B, Time Management, Selling, Marketing Strategy, Project Planning, Coaching, Commercial Real Estate, Management, Leadership, Direct Sales, Strategic Partnerships, Sales, Strategy, Real Estate, Business Development, Small Business, Pricing, Business Planning, P&L Management, Purchasing, Marketing, Forecasting, Finance, Property Management, Budgets, Investments, Cold Calling, Investment Properties, Residential Homes, Property, Mortgage Lending, Loans, Risk Management, Start-ups, Team Building, Strategic Planning, Facilities Management, Sales Process
Education
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Cal Poly San Luis Obispo 1992 — 1996
Bachelor's degree, Foods, Nutrition, and Wellness Studies, General
Sun Valley Properties September 2012 - January 2015
Regus January 2011 - January 2012
Candlewood Inc January 2008 - June 2010
Genworth Financial January 2007 - January 2008
Tri-City Lending January 2005 - January 2007
Harbinger Mortgage 2004 - 2005
Kar Products January 2002 - January 2004
Skills
Negotiation, Sales Management, New Business Development, Account Management, Contract Negotiation, Customer Service, Customer Satisfaction, Customer Retention, Financial Analysis, Operations Management, Team Leadership, B2B, Time Management, Selling, Marketing Strategy, Project Planning, Coaching, Commercial Real Estate, Management, Leadership, Direct Sales, Strategic Partnerships, Sales, Strategy, Real Estate, Business Development, Small Business, Pricing, Business Planning, P&L Management, Purchasing, Marketing, Forecasting, Finance, Property Management, Budgets, Investments, Cold Calling, Investment Properties, Residential Homes, Property, Mortgage Lending, Loans, Risk Management, Start-ups, Team Building, Strategic Planning, Facilities Management, Sales Process
Education
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Cal Poly San Luis Obispo 1992 — 1996
Bachelor's degree, Foods, Nutrition, and Wellness Studies, General
Timothy Carlson Timothy Carlson's Genworth Financial Experience 2005 - 2006
Job Controller
Industry Insurance
Experience
Midland National Life Insurance Company July 2013 - Present
AEGON May 2006 - Present
AEGON May 2006 - July 2013
Genworth Financial 2005 - 2006
CUNA Mutual Group 1988 - 2004
McGladrey 1981 - 1981
Skills
Accounting, Derivatives, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Insurance, Internal Controls, Investments, Process Improvement, Risk Management
Education
University of Northern Iowa 1981 — 1999
MBA
Buena Vista University 1976 — 1981
Midland National Life Insurance Company July 2013 - Present
AEGON May 2006 - Present
AEGON May 2006 - July 2013
Genworth Financial 2005 - 2006
CUNA Mutual Group 1988 - 2004
McGladrey 1981 - 1981
Skills
Accounting, Derivatives, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Insurance, Internal Controls, Investments, Process Improvement, Risk Management
Education
University of Northern Iowa 1981 — 1999
MBA
Buena Vista University 1976 — 1981
Patricia George Patricia George's Genworth Financial Experience January 1998 - January 2009
Job Founder, Wholesaler Cafe
Industry Financial Services
Experience
Wholesaler Cafe January 2009 - Present
Genworth Financial January 1998 - January 2009
GE Capital April 1996 - December 1997
GE Capital March 1993 - April 1996
Education
Boston University
Project Management
University of Massachusetts, Amherst
BA, Marketing
Wholesaler Cafe January 2009 - Present
Genworth Financial January 1998 - January 2009
GE Capital April 1996 - December 1997
GE Capital March 1993 - April 1996
Education
Boston University
Project Management
University of Massachusetts, Amherst
BA, Marketing
Sylvia W. Collins's Genworth Financial Experience January 2015 - June 2015
Job General Agent
Industry Insurance
Experience
SWC and Associates, Platinum Years, LLC January 2015 - Present
Genworth Financial January 2015 - June 2015
Genworth Financial November 2013 - December 2014
Acsia March 2009 - December 2013
Skills
Long Term Care, Annuities, Medicare, Health Insurance, Retirement, Long-term Care, Retirement Planning, Insurance, Healthcare, Public Speaking, Health, Business Planning, Fixed Annuities, Whole Life, Disability Insurance, IRAs, Estate Planning, Strategic Financial..., Long Term Care Insurance, Term Life Insurance, Employee Benefits, Universal Life, Brokers, 401k, Small Business, Underwriting, Financial Services, Medicare Part D, Financial Advisory, Critical Illness, Wealth, Financial Planning
Education
University of Maryland Baltimore County
Bachelors
Bryn Mawr College
LUTCF, Designation
SWC and Associates, Platinum Years, LLC January 2015 - Present
Genworth Financial January 2015 - June 2015
Genworth Financial November 2013 - December 2014
Acsia March 2009 - December 2013
Skills
Long Term Care, Annuities, Medicare, Health Insurance, Retirement, Long-term Care, Retirement Planning, Insurance, Healthcare, Public Speaking, Health, Business Planning, Fixed Annuities, Whole Life, Disability Insurance, IRAs, Estate Planning, Strategic Financial..., Long Term Care Insurance, Term Life Insurance, Employee Benefits, Universal Life, Brokers, 401k, Small Business, Underwriting, Financial Services, Medicare Part D, Financial Advisory, Critical Illness, Wealth, Financial Planning
Education
University of Maryland Baltimore County
Bachelors
Bryn Mawr College
LUTCF, Designation
Crystal Abramson Crystal Abramson's Genworth Financial Experience March 2003 - February 2015
Job I specialize in long term care insurance sales. I am certified to offer the California Partnership plan.
Industry Insurance
Experience
Independent Insurance Agent February 2015 - Present
Genworth Financial March 2003 - February 2015
Skills
Long-term Care, Long Term Care Insurance, Fixed Annuities, Insurance, Whole Life, Term Life Insurance, Life Insurance, Employee Benefits, Retirement, Disability Insurance, Health Insurance, Medicare, Small Business, Sales, 401k, Critical Illness, Health Savings Accounts, Universal Life, Brokers, IRAs, Retirement Planning, Underwriting, Property & Casualty..., Accident, Financial Planners
Education
California State University-Chico
BS, Health Science
Independent Insurance Agent February 2015 - Present
Genworth Financial March 2003 - February 2015
Skills
Long-term Care, Long Term Care Insurance, Fixed Annuities, Insurance, Whole Life, Term Life Insurance, Life Insurance, Employee Benefits, Retirement, Disability Insurance, Health Insurance, Medicare, Small Business, Sales, 401k, Critical Illness, Health Savings Accounts, Universal Life, Brokers, IRAs, Retirement Planning, Underwriting, Property & Casualty..., Accident, Financial Planners
Education
California State University-Chico
BS, Health Science
Chris Helstrom Chris Helstrom's Genworth Financial Experience October 2000 - June 2003
Job Vice President at EverBank
Industry Financial Services
Experience
EverBank October 2012 - Present
GE Capital Real Estate June 2011 - September 2012
CIT February 2010 - June 2011
Mutual of Omaha Bank March 2009 - October 2009
GE Capital Real Estate July 2005 - February 2009
GE Commercial Finance June 2003 - June 2005
Genworth Financial October 2000 - June 2003
GE Capital January 1998 - September 2000
Skills
Single Tenant, NNN Leased Financing, Owner Occu, Business Development, Deal Origination, Six Sigma, Global Business..., Financial Analysis, Marketing Finance, Commercial Real Estate..., Loan Origination, Commercial Banking, Finance, Commercial Real Estate, SBA, Real Estate, Commercial Lending, Disposition, Mergers & Acquisitions, Strategy, Corporate Finance, Financial Services, Banking
Education
Brown University 1993 — 1997
Business/Managerial Economics
EverBank October 2012 - Present
GE Capital Real Estate June 2011 - September 2012
CIT February 2010 - June 2011
Mutual of Omaha Bank March 2009 - October 2009
GE Capital Real Estate July 2005 - February 2009
GE Commercial Finance June 2003 - June 2005
Genworth Financial October 2000 - June 2003
GE Capital January 1998 - September 2000
Skills
Single Tenant, NNN Leased Financing, Owner Occu, Business Development, Deal Origination, Six Sigma, Global Business..., Financial Analysis, Marketing Finance, Commercial Real Estate..., Loan Origination, Commercial Banking, Finance, Commercial Real Estate, SBA, Real Estate, Commercial Lending, Disposition, Mergers & Acquisitions, Strategy, Corporate Finance, Financial Services, Banking
Education
Brown University 1993 — 1997
Business/Managerial Economics
Sandra Reilly's Genworth Financial Experience 2013 - July 2015
Job Long Term Care Insurance Agent and Marketing Assistant at LTC Planning Group of NY
Industry Insurance
Experience
LTC Planning Group of NY July 2015 - Present
Reilly Consusltants January 2004 - Present
Genworth Financial 2013 - July 2015
Skills
Risk Management, Recruiting, Social Media, Program Management, Microsoft Word, Employee Benefits, Small Business, Sales, Customer Service, Benefits Administration, Disability Insurance, Workers Compensation, Term Life Insurance, Insurance, Training, Life Insurance, Property & Casualty..., Health Insurance, Commercial Insurance, Brokers, Account Management, New Business Development, Long-term Care, Fixed Annuities, Leadership
Education
Boston College
Bachelor of Arts (B.A.), Small Business Administration/Management
LTC Planning Group of NY July 2015 - Present
Reilly Consusltants January 2004 - Present
Genworth Financial 2013 - July 2015
Skills
Risk Management, Recruiting, Social Media, Program Management, Microsoft Word, Employee Benefits, Small Business, Sales, Customer Service, Benefits Administration, Disability Insurance, Workers Compensation, Term Life Insurance, Insurance, Training, Life Insurance, Property & Casualty..., Health Insurance, Commercial Insurance, Brokers, Account Management, New Business Development, Long-term Care, Fixed Annuities, Leadership
Education
Boston College
Bachelor of Arts (B.A.), Small Business Administration/Management
Garth D MacDonald Garth D MacDonald's Genworth Financial Experience May 2007 - September 2008
Job Public Information Officer for US Small Business Administration Office of Disaster Assistance
Industry Public Relations and Communications
Experience
US Small Business Administration (Office of Disaster Assistance) September 2008 - Present
Security One Lending (S1L) February 2012 - March 2013
Wells Fargo Home Mortgage April 2010 - June 2011
Genworth Financial - Home Equity Access, Inc. November 2009 - April 2010
Genworth Financial May 2007 - September 2008
U.S. Small Business Administration (Disaster Assistance Office) January 2006 - December 2006
U.S. Financial Mortgage Corp. (Reverse Mortgage Division) August 2005 - December 2005
U.S. Small Business Administration (Disaster Assistance Office) January 2005 - May 2005
U.S. Financial Mortgage Corp. (Reverse Mortgage Division) May 2003 - January 2005
E*TRADE Financial Corp. (E*TRADE Securities LLC) June 2000 - March 2002
Skills
Series 7, Mortgage Lending, Public Relations, Customer Service, Financial Analysis, Management, Mergers & Acquisitions, Series 63, Financial Services, Securities, Loans, Reverse Mortgages, New Business Development, Sales, Credit, Banking
Education
California State University-Chico 1982 — 1984
Bachelor of Sciences
Cabrillo College 1979 — 1981
Associate Arts
US Small Business Administration (Office of Disaster Assistance) September 2008 - Present
Security One Lending (S1L) February 2012 - March 2013
Wells Fargo Home Mortgage April 2010 - June 2011
Genworth Financial - Home Equity Access, Inc. November 2009 - April 2010
Genworth Financial May 2007 - September 2008
U.S. Small Business Administration (Disaster Assistance Office) January 2006 - December 2006
U.S. Financial Mortgage Corp. (Reverse Mortgage Division) August 2005 - December 2005
U.S. Small Business Administration (Disaster Assistance Office) January 2005 - May 2005
U.S. Financial Mortgage Corp. (Reverse Mortgage Division) May 2003 - January 2005
E*TRADE Financial Corp. (E*TRADE Securities LLC) June 2000 - March 2002
Skills
Series 7, Mortgage Lending, Public Relations, Customer Service, Financial Analysis, Management, Mergers & Acquisitions, Series 63, Financial Services, Securities, Loans, Reverse Mortgages, New Business Development, Sales, Credit, Banking
Education
California State University-Chico 1982 — 1984
Bachelor of Sciences
Cabrillo College 1979 — 1981
Associate Arts
Sean Cooley Sean Cooley's Genworth Financial Experience May 2001 - June 2007
Job Regional Manager Stop Loss at Symetra
Industry Insurance
Experience
Symetra September 2015 - Present
Principal Financial Group January 2013 - September 2015
Sun Life Financial March 2010 - January 2013
Sun Life Financial July 2007 - March 2010
Genworth Financial May 2001 - June 2007
Skills
Employee Benefits, Insurance, Disability Insurance, Sales, Sales Management, Strategy, Brand Development, Product Development, Health Insurance, Group Insurance, Business Development, Sales Operations, Management, Account Management, Customer Service, Direct Sales, Healthcare Management, Healthcare, Training, Process Improvement, Absence Management /..., Solution Implementation, Follow-through Skills, Project Management, Group Dental..., Stop Loss Underwriting, Finalist Presentations, Team Leadership, Technology Solution..., Group Life Underwriting, Group DI Underwriting, Recruiting, Alliance Management
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelors, Business Administration, minor Psychology, Marketing and Sales
Symetra September 2015 - Present
Principal Financial Group January 2013 - September 2015
Sun Life Financial March 2010 - January 2013
Sun Life Financial July 2007 - March 2010
Genworth Financial May 2001 - June 2007
Skills
Employee Benefits, Insurance, Disability Insurance, Sales, Sales Management, Strategy, Brand Development, Product Development, Health Insurance, Group Insurance, Business Development, Sales Operations, Management, Account Management, Customer Service, Direct Sales, Healthcare Management, Healthcare, Training, Process Improvement, Absence Management /..., Solution Implementation, Follow-through Skills, Project Management, Group Dental..., Stop Loss Underwriting, Finalist Presentations, Team Leadership, Technology Solution..., Group Life Underwriting, Group DI Underwriting, Recruiting, Alliance Management
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelors, Business Administration, minor Psychology, Marketing and Sales
Jermaul Williams's Genworth Financial Experience November 2004 - March 2011
Job Manager, Derivative Collateral at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2013 - Present
Sun Life Financial March 2011 - Present
Genworth Financial November 2004 - March 2011
Deustche Bank 2001 - 2004
Skills
Strategic Financial..., Financial Analysis, Insurance, Data Analysis, Financial Modeling, Internal Controls, Finance, Investments, Management, Corporate Finance, Financial Reporting, Accounting, Derivatives, Risk Management, Analysis, Auditing, Process Improvement, Sarbanes-Oxley Act, Financial Planning, Project Management, Financial Services, Forecasting
Education
Bryant University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Sun Life Financial October 2013 - Present
Sun Life Financial March 2011 - Present
Genworth Financial November 2004 - March 2011
Deustche Bank 2001 - 2004
Skills
Strategic Financial..., Financial Analysis, Insurance, Data Analysis, Financial Modeling, Internal Controls, Finance, Investments, Management, Corporate Finance, Financial Reporting, Accounting, Derivatives, Risk Management, Analysis, Auditing, Process Improvement, Sarbanes-Oxley Act, Financial Planning, Project Management, Financial Services, Forecasting
Education
Bryant University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Tom Bianchini Tom Bianchini's Genworth Financial Experience November 2011 - July 2012
Job Email Developer, Graphic Designer OnCall at ALLDATA
Industry Marketing and Advertising
Experience
ALLDATA March 2015 - Present
BH Total Marketing October 2010 - Present
Bayessoft Inc. September 2013 - October 2014
CalChamber July 2012 - February 2013
Genworth Financial November 2011 - July 2012
AT&T Publishihg October 1990 - October 2010
Skills
Adobe Creative Suite, Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Adobe Acrobat, Adobe Dreamweaver, Adobe Flash, XHTML, CSS, PHP, AS3, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Microsft Outlook, iMovie, Final Cut, Adobe Premier, Photoshop, Outlook, Dreamweaver, Illustrator, InDesign, Art Direction, Graphic Design, Logo Design, Graphics, SEO, ActionScript, Typography, Premiere, Advertising, Final Cut Pro, PowerPoint, Layout, Marketing, Mac, Online Marketing, Salesforce.com
Education
California State University-Chico 1987 — 1990
BA, Graphic Design/Photography
Christian Brothers High School
HS Diploma, Publishing
ALLDATA March 2015 - Present
BH Total Marketing October 2010 - Present
Bayessoft Inc. September 2013 - October 2014
CalChamber July 2012 - February 2013
Genworth Financial November 2011 - July 2012
AT&T Publishihg October 1990 - October 2010
Skills
Adobe Creative Suite, Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Adobe Acrobat, Adobe Dreamweaver, Adobe Flash, XHTML, CSS, PHP, AS3, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Microsft Outlook, iMovie, Final Cut, Adobe Premier, Photoshop, Outlook, Dreamweaver, Illustrator, InDesign, Art Direction, Graphic Design, Logo Design, Graphics, SEO, ActionScript, Typography, Premiere, Advertising, Final Cut Pro, PowerPoint, Layout, Marketing, Mac, Online Marketing, Salesforce.com
Education
California State University-Chico 1987 — 1990
BA, Graphic Design/Photography
Christian Brothers High School
HS Diploma, Publishing
Richard Mattozzi Richard Mattozzi's Genworth Financial Experience September 1989 - September 1998
Job Retired Corporate Attorney Open to Opportunities
Industry Legal Services
Experience
Open to Opportunities February 2010 - Present
HealthMarkets March 2007 - February 2010
American-Amicable Life Insurance Company January 2006 - November 2006
University of the Incarnate Word January 2004 - January 2006
Unity Mutual Life Insurance Company September 1998 - January 2004
Genworth Financial September 1989 - September 1998
Early Career Activities June 1969 - September 1989
Skills
Litigation Management, Compliance, Contract Negotiation, Risk Management, Negotiation, Problem Solving, Customer Relations, Insurance Law, Product Development, Mentoring Of Staff, Insurance, Health Insurance, Corporate Governance, Corporate Law, Due Diligence, Claims, Dispute Resolution, Legal Research, Contract Management, Ethics, Negotiating Contracts, Government Relations, Legal Services, Legal Compliance, Legal Writing, Alternative Dispute..., Legal Advice, Contract Negotiations, Risk Mitigation, Litigation Support, Employment Law, Intellectual Property, Employee Benefits, Mergers & Acquisitions, Licensing, Arbitration, Legal Assistance, Product Liability, Civil Litigation, Commercial Litigation, Appeals, Trade Secrets, Trials, Litigation, Management, Mediation, Strategic Planning, Process Improvement, Team Building
Education
Boston University 1979 — 1983
Master of Divinity, Theology
University of Missouri-Kansas City School of Law 1971 — 1975
Juris Doctor, Law
Virginia Military Institute 1965 — 1969
Bachelor of Arts, History
George C. Marshall High School 1962 — 1965
High School Diploma, Academic/Scientific Program
Open to Opportunities February 2010 - Present
HealthMarkets March 2007 - February 2010
American-Amicable Life Insurance Company January 2006 - November 2006
University of the Incarnate Word January 2004 - January 2006
Unity Mutual Life Insurance Company September 1998 - January 2004
Genworth Financial September 1989 - September 1998
Early Career Activities June 1969 - September 1989
Skills
Litigation Management, Compliance, Contract Negotiation, Risk Management, Negotiation, Problem Solving, Customer Relations, Insurance Law, Product Development, Mentoring Of Staff, Insurance, Health Insurance, Corporate Governance, Corporate Law, Due Diligence, Claims, Dispute Resolution, Legal Research, Contract Management, Ethics, Negotiating Contracts, Government Relations, Legal Services, Legal Compliance, Legal Writing, Alternative Dispute..., Legal Advice, Contract Negotiations, Risk Mitigation, Litigation Support, Employment Law, Intellectual Property, Employee Benefits, Mergers & Acquisitions, Licensing, Arbitration, Legal Assistance, Product Liability, Civil Litigation, Commercial Litigation, Appeals, Trade Secrets, Trials, Litigation, Management, Mediation, Strategic Planning, Process Improvement, Team Building
Education
Boston University 1979 — 1983
Master of Divinity, Theology
University of Missouri-Kansas City School of Law 1971 — 1975
Juris Doctor, Law
Virginia Military Institute 1965 — 1969
Bachelor of Arts, History
George C. Marshall High School 1962 — 1965
High School Diploma, Academic/Scientific Program
Tim Schantz's Genworth Financial Experience 2007 - 2009
Job Managing Director, Archives and Content Solutions at The History Factory
Industry Public Relations and Communications
Experience
The History Factory August 2014 - Present
Clear Harbor Asset Management, LLC July 2014 - Present
Protestant Episcopal Cathedral Foundation January 2012 - June 2014
Mountbatten Institute 2009 - January 2012
Genworth Financial 2007 - 2009
Deutsche Bank 2006 - 2007
ING Wholesale Banking 2002 - 2005
ING Furman Selz Asset Management 1998 - 2002
ING Capital 1993 - 1998
Greenwich Associates 1989 - 1993
Skills
Investment Banking, Alternative Investments, Finance, Start-ups, Financial Services, Management, Structured Finance, Investments, Leadership, Credit, Event Management, Merchant Banking, Executive Management, Private Equity, Corporate Finance, Financial Structuring, Capital Markets, Equities, Wealth Management, Business Strategy, Program Management, Mergers & Acquisitions, Hedge Funds, Banking, Corporate Development, Due Diligence, Strategic Planning, Strategy, Venture Capital, Portfolio Management, Restructuring, Strategic Partnerships, Asset Management, Fixed Income, Relationship Management, Financial Analysis, Entrepreneurship, Management Consulting
Education
Brown University 1969 — 1973
AB, History
AUFS Institute for Mediterranean Studies 1972 — 1972
na, History/Political Science
The History Factory August 2014 - Present
Clear Harbor Asset Management, LLC July 2014 - Present
Protestant Episcopal Cathedral Foundation January 2012 - June 2014
Mountbatten Institute 2009 - January 2012
Genworth Financial 2007 - 2009
Deutsche Bank 2006 - 2007
ING Wholesale Banking 2002 - 2005
ING Furman Selz Asset Management 1998 - 2002
ING Capital 1993 - 1998
Greenwich Associates 1989 - 1993
Skills
Investment Banking, Alternative Investments, Finance, Start-ups, Financial Services, Management, Structured Finance, Investments, Leadership, Credit, Event Management, Merchant Banking, Executive Management, Private Equity, Corporate Finance, Financial Structuring, Capital Markets, Equities, Wealth Management, Business Strategy, Program Management, Mergers & Acquisitions, Hedge Funds, Banking, Corporate Development, Due Diligence, Strategic Planning, Strategy, Venture Capital, Portfolio Management, Restructuring, Strategic Partnerships, Asset Management, Fixed Income, Relationship Management, Financial Analysis, Entrepreneurship, Management Consulting
Education
Brown University 1969 — 1973
AB, History
AUFS Institute for Mediterranean Studies 1972 — 1972
na, History/Political Science
Russell Maw Russell Maw's Genworth Financial Experience May 2003 - July 2007
Job Sr. Program Manager at Microsoft
Industry Financial Services
Experience
Microsoft August 2011 - Present
Arryve January 2010 - August 2011
JPMorgan Chase September 2008 - June 2009
Washington Mutual June 2007 - September 2008
Genworth Financial May 2003 - July 2007
Andersen Consulting (Accenture) 1997 - 2001
Skills
Forecasting, Finance, Thought Leadership, Investments, E-commerce, Sarbanes-Oxley, Financial Modeling, Analytics, Financial Analysis, Process Improvement, Acquisition Integration, Vendor Management, Cross-functional Team..., Strategy, PMP
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA)
Brigham Young University 1994 — 1997
Bachelors, Finance
Microsoft August 2011 - Present
Arryve January 2010 - August 2011
JPMorgan Chase September 2008 - June 2009
Washington Mutual June 2007 - September 2008
Genworth Financial May 2003 - July 2007
Andersen Consulting (Accenture) 1997 - 2001
Skills
Forecasting, Finance, Thought Leadership, Investments, E-commerce, Sarbanes-Oxley, Financial Modeling, Analytics, Financial Analysis, Process Improvement, Acquisition Integration, Vendor Management, Cross-functional Team..., Strategy, PMP
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA)
Brigham Young University 1994 — 1997
Bachelors, Finance
Thomas Grilli Thomas Grilli's Genworth Financial Experience April 2008 - January 2011
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
RiverSource Distributors May 2011 - Present
Genworth Financial April 2008 - January 2011
XTF Global Asset Management March 2007 - February 2008
MainStay Investments July 2006 - March 2007
Neuberger Berman May 2006 - June 2006
John A. Levin & Co. July 2002 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 7
Education
Bryant University 1995 — 1999
BS BA, Finance
RiverSource Distributors May 2011 - Present
Genworth Financial April 2008 - January 2011
XTF Global Asset Management March 2007 - February 2008
MainStay Investments July 2006 - March 2007
Neuberger Berman May 2006 - June 2006
John A. Levin & Co. July 2002 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 7
Education
Bryant University 1995 — 1999
BS BA, Finance
Robert Every, FLMI, ACS Robert Every, FLMI, ACS's Genworth Financial Experience February 2008 - June 2013
Job SQL Server DBA at Woodbury Technologies
Industry Information Technology and Services
Experience
Woodbury Technologies, Inc. September 2012 - Present
Genworth Financial February 2008 - June 2013
Genworth Financial October 2005 - February 2008
General Electric October 2000 - September 2005
Skills
Process Improvement, Data Analysis, Computer Systems..., Project Management, SQL, Mentoring, Business Objects, Microsoft Excel, PowerPoint, Microsoft Word, CAD, Visual Basic, Outlook, Training, Wiki Markup, Toad 9.0, Databases, Analysis, Business Analysis, Database Design, Disaster Recovery, Leadership, Software Development
Education
Brigham Young University
BS, Design Engineering Technology
Woodbury Technologies, Inc. September 2012 - Present
Genworth Financial February 2008 - June 2013
Genworth Financial October 2005 - February 2008
General Electric October 2000 - September 2005
Skills
Process Improvement, Data Analysis, Computer Systems..., Project Management, SQL, Mentoring, Business Objects, Microsoft Excel, PowerPoint, Microsoft Word, CAD, Visual Basic, Outlook, Training, Wiki Markup, Toad 9.0, Databases, Analysis, Business Analysis, Database Design, Disaster Recovery, Leadership, Software Development
Education
Brigham Young University
BS, Design Engineering Technology
Thomas Leone, CFA Thomas Leone, CFA's Genworth Financial Experience January 2010 - April 2013
Job Portfolio Manager at PartnerRe
Industry Insurance
Experience
PartnerRe April 2013 - Present
Genworth Financial January 2010 - April 2013
Genworth Financial May 2007 - December 2010
Genworth Financial May 2007 - November 2008
Fidelity Investments January 2005 - May 2007
Fidelity Investments October 2001 - December 2004
Osram Sylvania 1999 - 2001
Skills
Derivatives, Customer Relations, PMP, Interest Rate..., Interest Rate Risk..., Credit Derivatives, Equity Derivatives, FX trading, FX Hedging, Hedging, ALM, Investments, Bonds, Fixed Income, Capital Markets, Market Risk, Bloomberg, Financial Analysis, Financial Risk, Options, Portfolio Management
Education
Rensselaer Polytechnic Institute at Hartford 2003 — 2005
MS
Bryant University 1995 — 1999
BA
PartnerRe April 2013 - Present
Genworth Financial January 2010 - April 2013
Genworth Financial May 2007 - December 2010
Genworth Financial May 2007 - November 2008
Fidelity Investments January 2005 - May 2007
Fidelity Investments October 2001 - December 2004
Osram Sylvania 1999 - 2001
Skills
Derivatives, Customer Relations, PMP, Interest Rate..., Interest Rate Risk..., Credit Derivatives, Equity Derivatives, FX trading, FX Hedging, Hedging, ALM, Investments, Bonds, Fixed Income, Capital Markets, Market Risk, Bloomberg, Financial Analysis, Financial Risk, Options, Portfolio Management
Education
Rensselaer Polytechnic Institute at Hartford 2003 — 2005
MS
Bryant University 1995 — 1999
BA
Vincent P. Benitez, RHU, CLTC Vincent P. Benitez, RHU, CLTC's Genworth Financial Experience January 2011 - January 2013
Job Executive Vice President, Disability Insurance Services, Inc Long Term Care Insurance
Industry Insurance
Experience
Disability Insurance Services April 2013 - Present
Genworth Financial January 2011 - January 2013
Genworht Financial October 2005 - December 2010
Skills
Long Term Care Insurance, Long-term Care, Fixed Annuities, Health Insurance, Insurance, Term Life Insurance, Life Insurance, Universal Life, Retirement, Medicare, Whole Life, Critical Illness, Property & Casualty..., Retirement Planning, Series 6, Health Savings Accounts, IRAs, Underwriting, Disability Insurance
Education
California State University-Fullerton
Business/Commerce, General
Disability Insurance Services April 2013 - Present
Genworth Financial January 2011 - January 2013
Genworht Financial October 2005 - December 2010
Skills
Long Term Care Insurance, Long-term Care, Fixed Annuities, Health Insurance, Insurance, Term Life Insurance, Life Insurance, Universal Life, Retirement, Medicare, Whole Life, Critical Illness, Property & Casualty..., Retirement Planning, Series 6, Health Savings Accounts, IRAs, Underwriting, Disability Insurance
Education
California State University-Fullerton
Business/Commerce, General
Ingrid Ramsey-Plock's Genworth Financial Experience February 2007 - June 2009
Job Manager Wealth Management Practice at Carlisle and Gallagher Consulting Group
Industry Financial Services
Experience
YWCA of San Francisco and Marin August 2015 - Present
Carlisle & Gallagher Consulting Group July 2014 - Present
Financial Executives International December 2008 - July 2015
Solomon Edwards Group LLC (CFO Advisory Firm) October 2013 - April 2014
Bank of the West, BNP Paribas Group (Solomon Edwards Group LLC M Squared Consulting) July 2012 - July 2013
Wells Fargo June 2009 - October 2011
Genworth Financial February 2007 - June 2009
AIG SunAmerica January 2001 - January 2007
Fidelity Investments August 1991 - January 2001
Skills
Project Management, Financial Analysis, Business Analysis, Strategy, Risk Management, Finance, Financial Modeling, Leadership, Business Planning, Management, Competitive Analysis, Analytics, Business Strategy, Cross-functional Team..., Mergers & Acquisitions
Education
Boston University Graduate School of Management 1993 — 1996
MBA, Finance and Organizational Behavior
Simmons College
BA, Finance and Economics
YWCA of San Francisco and Marin August 2015 - Present
Carlisle & Gallagher Consulting Group July 2014 - Present
Financial Executives International December 2008 - July 2015
Solomon Edwards Group LLC (CFO Advisory Firm) October 2013 - April 2014
Bank of the West, BNP Paribas Group (Solomon Edwards Group LLC M Squared Consulting) July 2012 - July 2013
Wells Fargo June 2009 - October 2011
Genworth Financial February 2007 - June 2009
AIG SunAmerica January 2001 - January 2007
Fidelity Investments August 1991 - January 2001
Skills
Project Management, Financial Analysis, Business Analysis, Strategy, Risk Management, Finance, Financial Modeling, Leadership, Business Planning, Management, Competitive Analysis, Analytics, Business Strategy, Cross-functional Team..., Mergers & Acquisitions
Education
Boston University Graduate School of Management 1993 — 1996
MBA, Finance and Organizational Behavior
Simmons College
BA, Finance and Economics
Lindsay Ford Lindsay Ford's Genworth Financial Experience October 2005 - November 2007
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank January 2013 - Present
Wells Fargo Bank 2010 - January 2013
Wells Fargo Bank December 2009 - December 2010
Wells Fargo Bank November 2007 - December 2009
Genworth Financial October 2005 - November 2007
Genworth Financial December 2004 - October 2005
Genworth Financial November 2003 - December 2004
Kessler Financial Services July 2002 - September 2003
WBUR National Public Radio September 2000 - July 2002
Red Bull January 2001 - May 2002
Skills
Credit, Investments, Financial Analysis, Portfolio Management, Leadership, Finance, Loans, Credit Analysis, Banking, Financial Modeling
Education
Virginia Commonwealth University - School of Business 2007 — 2007
Certified Financial Planner Program
Boston University Questrom School of Business 1998 — 2002
BSBA, Finance
Stratton Mountain School 1997 — 1998
Wells Fargo Bank January 2013 - Present
Wells Fargo Bank 2010 - January 2013
Wells Fargo Bank December 2009 - December 2010
Wells Fargo Bank November 2007 - December 2009
Genworth Financial October 2005 - November 2007
Genworth Financial December 2004 - October 2005
Genworth Financial November 2003 - December 2004
Kessler Financial Services July 2002 - September 2003
WBUR National Public Radio September 2000 - July 2002
Red Bull January 2001 - May 2002
Skills
Credit, Investments, Financial Analysis, Portfolio Management, Leadership, Finance, Loans, Credit Analysis, Banking, Financial Modeling
Education
Virginia Commonwealth University - School of Business 2007 — 2007
Certified Financial Planner Program
Boston University Questrom School of Business 1998 — 2002
BSBA, Finance
Stratton Mountain School 1997 — 1998
Roberta Sam Maley Roberta Sam Maley's Genworth Financial Experience May 1999 - August 2003
Job Executive Administrative Assistant
Industry Executive Office
Experience
Genentech Administration ManagerElica Health CentersMarch 2014 - June 2014
UC Davis Health System January 2013 - October 2013
MAAP, Inc. December 2009 - June 2012
Jacobs Engineering 2005 - 2008
Genworth Financial May 1999 - August 2003
Skills
Customer Service, Microsoft Office, Office Management, Team Building, Office Administration, Organizational..., PowerPoint, Microsoft Word, File Management, Research, Teamwork, Administrative..., Non-profits, Project Management, Event Planning, Marketing, Morale, Nonprofits, Microsoft Excel, Project Planning, Career Development, Community Outreach, Administration, Management
Education
Moorpark College 1967 — 1969
Associate Degree, English
California Lutheran University
California State University-Northridge
English
Pierce College
English Language and Literature, General, 3.5
Genentech Administration ManagerElica Health CentersMarch 2014 - June 2014
UC Davis Health System January 2013 - October 2013
MAAP, Inc. December 2009 - June 2012
Jacobs Engineering 2005 - 2008
Genworth Financial May 1999 - August 2003
Skills
Customer Service, Microsoft Office, Office Management, Team Building, Office Administration, Organizational..., PowerPoint, Microsoft Word, File Management, Research, Teamwork, Administrative..., Non-profits, Project Management, Event Planning, Marketing, Morale, Nonprofits, Microsoft Excel, Project Planning, Career Development, Community Outreach, Administration, Management
Education
Moorpark College 1967 — 1969
Associate Degree, English
California Lutheran University
California State University-Northridge
English
Pierce College
English Language and Literature, General, 3.5
Leona Greenlow-Turner Leona Greenlow-Turner's Genworth Financial Experience February 2006 - May 2009
Job Managing Partner at Funding Wealth Capital, LLC
Industry Real Estate
Experience
Funding Wealth Capital, LLC March 2012 - Present
Keller Williams Realty March 2007 - Present
Leona Greenlow-Turner, Sole Proprietor November 2005 - November 2013
Genworth Financial February 2006 - May 2009
Deloitte February 2005 - January 2006
Noble Field School of Real Estate 2003 - 2006
WebEx Communications 2001 - 2003
Inxight Software 2001 - 2001
MyTurn.com 1999 - 2000
California Dept of Health Services 1997 - 1999
Skills
Real Estate, Notary Public, Short Sales, Foreclosures, Real Estate Transactions, Investors, REO, Investment Properties, Management, Customer Service, Property Management, First Time Home Buyers, Residential Homes, Outlook, Listings, Condos, Sellers, Single Family Homes, Referrals, Relocation, Training
Education
California State University-Hayward 1996 — 1998
Bachelor of Science, Psychology
Berkeley High School 1984 — 1989
Diploma
Funding Wealth Capital, LLC March 2012 - Present
Keller Williams Realty March 2007 - Present
Leona Greenlow-Turner, Sole Proprietor November 2005 - November 2013
Genworth Financial February 2006 - May 2009
Deloitte February 2005 - January 2006
Noble Field School of Real Estate 2003 - 2006
WebEx Communications 2001 - 2003
Inxight Software 2001 - 2001
MyTurn.com 1999 - 2000
California Dept of Health Services 1997 - 1999
Skills
Real Estate, Notary Public, Short Sales, Foreclosures, Real Estate Transactions, Investors, REO, Investment Properties, Management, Customer Service, Property Management, First Time Home Buyers, Residential Homes, Outlook, Listings, Condos, Sellers, Single Family Homes, Referrals, Relocation, Training
Education
California State University-Hayward 1996 — 1998
Bachelor of Science, Psychology
Berkeley High School 1984 — 1989
Diploma
Ann Rademaker Ann Rademaker's Genworth Financial Experience April 2007 - June 2008
Job Senior Consultant Program Management, Process ReEngineering, Corporate Governance, Risk Management, PMO, and IT Audit
Industry Information Technology and Services
Experience
Project Management Consulting, Inc. September 1994 - Present
Wipro November 2009 - May 2015
Bio-Rad Laboratories December 2008 - December 2008
Genworth Financial April 2007 - June 2008
Honeywell - Global Technology Services September 2006 - March 2007
Amgen May 2004 - July 2006
Wells Fargo Bank July 1999 - February 2004
Fidelity Federal Bank April 1998 - July 1999
Aviant May 1997 - April 1998
Xerox February 1996 - April 1998
Skills
IT Audit, Corporate Governance, PMO, Risk Management, Compliance, Process Engineering, Program Management, Process Improvement, ERP, PMP, Change Management, Project Implementation, Business Process, ITIL, Integration, Business Process..., SDLC, Strategic Planning, Team Building, IT Strategy, IT Management, SOX, Project Portfolio..., Planning, Outsourcing, IT Governance, Management Consulting, Risk Mitigation, Vendor Management, Project Planning, IT Service Management, Quality Assurance, Business Strategy, Business Management, Testing, Requirements Analysis, Customer Relations, Data Warehousing, SAP, Product Development, Software Project..., Project Management, Management, Strategy, Six Sigma, Sarbanes-Oxley Act, Governance
Education
(ISACA) Information Systems Audit and Control Association 1998 — 1999
CISA, Information Systems Auditing
University of Southern California 1987 — 1992
MBA, Organizational Development and Marketing
Project Management Institute 1987 — 1988
PMP, Project Management
California State University-Fullerton 1983 — 1986
BA, Management Information Systems
Certified Scrum Master
ISACA - Certified in Risk and Information Systems Control (CRISC)
ITIL Certification
Information Technology Infrastructure Library (ITIL) Certified - Version 3
Project Management Consulting, Inc. September 1994 - Present
Wipro November 2009 - May 2015
Bio-Rad Laboratories December 2008 - December 2008
Genworth Financial April 2007 - June 2008
Honeywell - Global Technology Services September 2006 - March 2007
Amgen May 2004 - July 2006
Wells Fargo Bank July 1999 - February 2004
Fidelity Federal Bank April 1998 - July 1999
Aviant May 1997 - April 1998
Xerox February 1996 - April 1998
Skills
IT Audit, Corporate Governance, PMO, Risk Management, Compliance, Process Engineering, Program Management, Process Improvement, ERP, PMP, Change Management, Project Implementation, Business Process, ITIL, Integration, Business Process..., SDLC, Strategic Planning, Team Building, IT Strategy, IT Management, SOX, Project Portfolio..., Planning, Outsourcing, IT Governance, Management Consulting, Risk Mitigation, Vendor Management, Project Planning, IT Service Management, Quality Assurance, Business Strategy, Business Management, Testing, Requirements Analysis, Customer Relations, Data Warehousing, SAP, Product Development, Software Project..., Project Management, Management, Strategy, Six Sigma, Sarbanes-Oxley Act, Governance
Education
(ISACA) Information Systems Audit and Control Association 1998 — 1999
CISA, Information Systems Auditing
University of Southern California 1987 — 1992
MBA, Organizational Development and Marketing
Project Management Institute 1987 — 1988
PMP, Project Management
California State University-Fullerton 1983 — 1986
BA, Management Information Systems
Certified Scrum Master
ISACA - Certified in Risk and Information Systems Control (CRISC)
ITIL Certification
Information Technology Infrastructure Library (ITIL) Certified - Version 3
Tom Velte Tom Velte's Genworth Financial Experience March 2012 - August 2013
Job Area Sales Manager at American Advisors Group (AAG Reverse Mortgage)
Industry Financial Services
Experience
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers September 2013 - April 2014
Genworth Financial March 2012 - August 2013
MetLife January 2011 - February 2012
Wells Fargo Home Mortgage 2004 - February 2012
Skills
Mortgage Lending, Reverse Mortgages, Finance, Investments, Investment Properties, REO, Real Estate, Loans, First Time Home Buyers, Loan Origination, Refinance, VA loans, Mortgage Banking, FHA, Short Sales, Residential Homes, Referrals, USDA, Selling, Real Estate Financing, FHA financing, Certified Mortgage..., Government Loans, Credit, VA Loans, Sales, FHA Financing
Education
California State University-Fullerton
Business, Finance, General
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers September 2013 - April 2014
Genworth Financial March 2012 - August 2013
MetLife January 2011 - February 2012
Wells Fargo Home Mortgage 2004 - February 2012
Skills
Mortgage Lending, Reverse Mortgages, Finance, Investments, Investment Properties, REO, Real Estate, Loans, First Time Home Buyers, Loan Origination, Refinance, VA loans, Mortgage Banking, FHA, Short Sales, Residential Homes, Referrals, USDA, Selling, Real Estate Financing, FHA financing, Certified Mortgage..., Government Loans, Credit, VA Loans, Sales, FHA Financing
Education
California State University-Fullerton
Business, Finance, General
Craig Hannon Craig Hannon's Genworth Financial Experience October 2007 - July 2011
Job Bank Operations Manager at Capital One
Industry Banking
Experience
Capital One March 2011 - Present
Genworth Financial October 2007 - July 2011
Genworth Financial January 2008 - March 2011
Capital One May 2006 - May 2007
Capital One September 2002 - May 2006
QC Optics September 1997 - July 2000
Robitech January 1995 - August 1997
Skills
Process Improvement, Process Engineering, Business Analysis, Analytics, Forecasting, Strategic Planning, Cross-functional Team..., Business Process, Program Management, Project Management, Strategy
Education
Washington University in St. Louis - Olin Business School 2000 — 2002
Master of Business Administration (MBA)
Boston University 1990 — 1994
Bachelor of Science (BS)
Capital One March 2011 - Present
Genworth Financial October 2007 - July 2011
Genworth Financial January 2008 - March 2011
Capital One May 2006 - May 2007
Capital One September 2002 - May 2006
QC Optics September 1997 - July 2000
Robitech January 1995 - August 1997
Skills
Process Improvement, Process Engineering, Business Analysis, Analytics, Forecasting, Strategic Planning, Cross-functional Team..., Business Process, Program Management, Project Management, Strategy
Education
Washington University in St. Louis - Olin Business School 2000 — 2002
Master of Business Administration (MBA)
Boston University 1990 — 1994
Bachelor of Science (BS)
Walt Bristow Walt Bristow's Genworth Financial Experience September 2009 - Present
Job Associate General Counsel at Genworth Financial
Industry Financial Services
Experience
Genworth Financial September 2009 - Present
WalterBristow.com February 2009 - Present
Genworth Financial February 2002 - January 2009
Tax News January 2001 - July 2004
Standard Insurance Company July 1986 - January 2001
Walter S. Bristow III, PC February 1983 - July 1986
Skills
Long-term Care, Fixed Annuities, Tax, Employee Benefits, Reinsurance, Small Business, Strategic Financial..., Insurance Law, Term Life Insurance, Licensing, General Insurance, Fraud, Analysis, Estate Planning, Insurance, Retirement Planning, Financial Risk, Financial Advisory, Financial Services, Underwriting, Risk Management, Financial Planning
Education
The American College 1986 — 1988
CLU, CHFC
Brigham Young University—J. Reuben Clark Law School 1976 — 1979
JD, Law
Brigham Young University 1971 — 1976
BA, Honors with Distinction, German, Political Science
Genworth Financial September 2009 - Present
WalterBristow.com February 2009 - Present
Genworth Financial February 2002 - January 2009
Tax News January 2001 - July 2004
Standard Insurance Company July 1986 - January 2001
Walter S. Bristow III, PC February 1983 - July 1986
Skills
Long-term Care, Fixed Annuities, Tax, Employee Benefits, Reinsurance, Small Business, Strategic Financial..., Insurance Law, Term Life Insurance, Licensing, General Insurance, Fraud, Analysis, Estate Planning, Insurance, Retirement Planning, Financial Risk, Financial Advisory, Financial Services, Underwriting, Risk Management, Financial Planning
Education
The American College 1986 — 1988
CLU, CHFC
Brigham Young University—J. Reuben Clark Law School 1976 — 1979
JD, Law
Brigham Young University 1971 — 1976
BA, Honors with Distinction, German, Political Science
Keith Bercun's Genworth Financial Experience June 2003 - Present
Job Regional Vice President at Genworth
Industry Entertainment
Experience
Genworth Financial June 2003 - Present
Dolphin Entertainment January 1996 - Present
Vacation Break USA 1990 - 1992
Skills
Corporate Events, Entertainment, Advertising, Photography, Parties, Weddings, Marketing, New Business Development, Long-term Care, Event Planning, Event Management, Small Business, Social Media Marketing, Social Networking, Online Advertising
Education
University of Florida 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Broward Community College 1988 — 1990
Genworth Financial June 2003 - Present
Dolphin Entertainment January 1996 - Present
Vacation Break USA 1990 - 1992
Skills
Corporate Events, Entertainment, Advertising, Photography, Parties, Weddings, Marketing, New Business Development, Long-term Care, Event Planning, Event Management, Small Business, Social Media Marketing, Social Networking, Online Advertising
Education
University of Florida 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Broward Community College 1988 — 1990
Silvana B's Genworth Financial Experience August 2003 - February 2012
Job American Airlines Flight Attendant
Industry Leisure, Travel & Tourism
Experience
Pancreatic Cancer Action Network May 2001 - Present
Trans World Airlines/American Airlines 1986 - Present
Avoya Travel at American Vacation's Center January 2011 - January 2013
Genworth Financial August 2003 - February 2012
Redwood Credit Union 2008 - 2009
Villas of Distinction July 2007 - December 2008
Creative Leisure 2006 - 2008
Shane Co. 2004 - 2006
Skills
Non-profits, Long-term Care, Fundraising, Sales, Training, Nonprofits, Public Relations, Healthcare, Public Speaking, Leadership, Management, Event Planning, Retail, Event Management, Team Building, Volunteer Management, Marketing, Customer Service, Strategic Planning, Social Media, Coaching
Education
California State University-Northridge 1977 — 1979
Business Photography
Kearny High School 1972 — 1976
Business Prep
Pancreatic Cancer Action Network May 2001 - Present
Trans World Airlines/American Airlines 1986 - Present
Avoya Travel at American Vacation's Center January 2011 - January 2013
Genworth Financial August 2003 - February 2012
Redwood Credit Union 2008 - 2009
Villas of Distinction July 2007 - December 2008
Creative Leisure 2006 - 2008
Shane Co. 2004 - 2006
Skills
Non-profits, Long-term Care, Fundraising, Sales, Training, Nonprofits, Public Relations, Healthcare, Public Speaking, Leadership, Management, Event Planning, Retail, Event Management, Team Building, Volunteer Management, Marketing, Customer Service, Strategic Planning, Social Media, Coaching
Education
California State University-Northridge 1977 — 1979
Business Photography
Kearny High School 1972 — 1976
Business Prep
Károly Stier's Genworth Financial Experience November 2008 - October 2010
Job BI Custom Solutions Expert (finance industry) / Integration / Scale / Adoption of Agile Analytics
Industry Information Technology and Services
Experience
Infomatix Ltd March 2013 - Present
Budapest Spas CCo. Ltd January 2011 - December 2012
Tata Consultancy Services April 2008 - July 2011
Genworth Financial November 2008 - October 2010
National Transport Authority November 2008 - January 2010
PyramidSoft Ltd May 2005 - February 2008
IBM Global Services 2003 - 2005
IBM Global Services 2003 - 2005
Skills
ITIL, Process Improvement, Implementation..., Requirements Analysis, Disaster Recovery, IBM AS/400, E-commerce, SQL, Microsoft SQL Server, Mcafee Endpoint..., Mobile Communications, Enterprise Architecture, Project Management, Troubleshooting, Business Intelligence, IT Strategy, Software Documentation, Service Management, Integration, IT Management, Team Management, McAfee, Testing, Business Analysis, IT Service Management, ERP, Management, Agile Project Management, IT Operations, Business Process, Software Project...
Education
Technical University of Budapest 1996 — 1999
Mechanical Engineering, Not finished
Technical Secondary School Csepel 1992 — 1996
GC Exam, Quality Assurance
Infomatix Ltd March 2013 - Present
Budapest Spas CCo. Ltd January 2011 - December 2012
Tata Consultancy Services April 2008 - July 2011
Genworth Financial November 2008 - October 2010
National Transport Authority November 2008 - January 2010
PyramidSoft Ltd May 2005 - February 2008
IBM Global Services 2003 - 2005
IBM Global Services 2003 - 2005
Skills
ITIL, Process Improvement, Implementation..., Requirements Analysis, Disaster Recovery, IBM AS/400, E-commerce, SQL, Microsoft SQL Server, Mcafee Endpoint..., Mobile Communications, Enterprise Architecture, Project Management, Troubleshooting, Business Intelligence, IT Strategy, Software Documentation, Service Management, Integration, IT Management, Team Management, McAfee, Testing, Business Analysis, IT Service Management, ERP, Management, Agile Project Management, IT Operations, Business Process, Software Project...
Education
Technical University of Budapest 1996 — 1999
Mechanical Engineering, Not finished
Technical Secondary School Csepel 1992 — 1996
GC Exam, Quality Assurance
Bob McLatcher Bob McLatcher's Genworth Financial Experience September 2011 - February 2013
Job Reverse Mortgage Advisor at Liberty Home Equity Solutions
Industry
Experience
Liberty Home Equity Solutions February 2013 - Present
Genworth Financial September 2011 - February 2013
Wells Fargo Home Mortgage March 2006 - August 2011
Skills
Reverse Mortgages, Retirement, FHA financing, Refinance, Mortgage Banking, Home Equity, Residential Mortgages, Mortgage Lending, Certified Mortgage..., FHA, Loan Origination
Education
California State University-Fullerton
Business Administration
Liberty Home Equity Solutions February 2013 - Present
Genworth Financial September 2011 - February 2013
Wells Fargo Home Mortgage March 2006 - August 2011
Skills
Reverse Mortgages, Retirement, FHA financing, Refinance, Mortgage Banking, Home Equity, Residential Mortgages, Mortgage Lending, Certified Mortgage..., FHA, Loan Origination
Education
California State University-Fullerton
Business Administration
Jon Wardenburg Jon Wardenburg's Genworth Financial Experience February 2014 - February 2015
Job Financial Advisor
Industry Financial Services
Experience
The Cambridge Financial Center July 2012 - Present
Genworth Financial February 2014 - February 2015
Marketecture April 2013 - December 2013
Strategic Financial Partners March 2011 - July 2012
Skills
Wealth Management, Wealth Accumulation, Financial Planning, Wealth Preservation, Retirement, Wealth, Series 7, Investments, Asset Management, Retirement Planning, Life Insurance, Fixed Annuities, Financial Services, Finance, Long Term Care Insurance, Long-term Care
Education
Utah Valley University 2009 — 2011
Business Management, Entrepreneurship
Brigham Young University 2007 — 2009
General Education
The Cambridge Financial Center July 2012 - Present
Genworth Financial February 2014 - February 2015
Marketecture April 2013 - December 2013
Strategic Financial Partners March 2011 - July 2012
Skills
Wealth Management, Wealth Accumulation, Financial Planning, Wealth Preservation, Retirement, Wealth, Series 7, Investments, Asset Management, Retirement Planning, Life Insurance, Fixed Annuities, Financial Services, Finance, Long Term Care Insurance, Long-term Care
Education
Utah Valley University 2009 — 2011
Business Management, Entrepreneurship
Brigham Young University 2007 — 2009
General Education
Rick Popillo Rick Popillo's Genworth Financial Experience July 2010 - Present
Job VP, International Operations at Genworth Financial
Industry Financial Services
Experience
Genworth Financial July 2010 - Present
Skills
Six Sigma, Process Engineering, Risk Management, Process Improvement, Program Management, Project Management, Cross-functional Team..., Strategic Planning, Business Analysis, Operations Management, Business Strategy, Business Process..., Vendor Management, Strategy, Change Management, Mergers & Acquisitions, Forecasting
Education
Bradley University 1973 — 1978
BSIE, Industrial Engineering
Genworth Financial July 2010 - Present
Skills
Six Sigma, Process Engineering, Risk Management, Process Improvement, Program Management, Project Management, Cross-functional Team..., Strategic Planning, Business Analysis, Operations Management, Business Strategy, Business Process..., Vendor Management, Strategy, Change Management, Mergers & Acquisitions, Forecasting
Education
Bradley University 1973 — 1978
BSIE, Industrial Engineering
Mike Renuart Mike Renuart's Genworth Financial Experience 2010 - 2011
Job Regional Vice President at ForeThought Annuities
Industry Financial Services
Experience
Forethought Financial Services, Inc. March 2012 - Present
Hancock Bank October 2011 - March 2012
BIC Group, LLC May 2011 - August 2011
Genworth Financial 2010 - 2011
RiverSource 2004 - 2010
Pacific Life 1999 - 2004
Morgan Stanley 1998 - 1999
Mortgage Fax, Inc 1995 - 1998
Informative Research 1994 - 1996
IBM Corporation 1992 - 1993
Skills
Annuities, Mutual Funds, Wholesaling, Annuity, Series 24, Series 7, Series 63, Series 65, Separately Managed..., Alternative Investments, Public Speaking, Seminar Presentations, Insurance, Variable Annuities, Fixed Annuities, Financial Services, Investments, Wholesale, Financial Advisory, Retirement Planning, Retirement, Wealth Management, Asset Allocation
Education
California State University-Fullerton 1991 — 1994
Computer Science Program
Oxnard College 1988 — 1990
Liberal Arts
Forethought Financial Services, Inc. March 2012 - Present
Hancock Bank October 2011 - March 2012
BIC Group, LLC May 2011 - August 2011
Genworth Financial 2010 - 2011
RiverSource 2004 - 2010
Pacific Life 1999 - 2004
Morgan Stanley 1998 - 1999
Mortgage Fax, Inc 1995 - 1998
Informative Research 1994 - 1996
IBM Corporation 1992 - 1993
Skills
Annuities, Mutual Funds, Wholesaling, Annuity, Series 24, Series 7, Series 63, Series 65, Separately Managed..., Alternative Investments, Public Speaking, Seminar Presentations, Insurance, Variable Annuities, Fixed Annuities, Financial Services, Investments, Wholesale, Financial Advisory, Retirement Planning, Retirement, Wealth Management, Asset Allocation
Education
California State University-Fullerton 1991 — 1994
Computer Science Program
Oxnard College 1988 — 1990
Liberal Arts
Ceren Buyukcapar Monserrate Ceren Buyukcapar Monserrate's Genworth Financial Experience April 2012 - July 2013
Job Accounting Manager at Hazelcast, CPA in Turkey, CPA Candidate in USA,
Industry Financial Services
Experience
Hazelcast May 2014 - Present
Genworth Financial April 2012 - July 2013
Deloitte September 2010 - April 2012
Deloitte September 2006 - September 2010
Baker Tilly June 2005 - October 2005
Skills
Financial Controlling, Accounting, Tax, Financial Reporting, Financial Accounting, Corporate Tax, Corporate Finance, Financial Analysis, IFRS, US GAAP, Auditing, Due Diligence, Financial Statements, Account Reconciliation, Transfer Pricing, GAAP, Budgets, SAP, Internal Controls, International Tax, Sarbanes-Oxley Act, Financial Audits
Education
California State University-East Bay 2013 — 2014
Master's Degree, Master of Science Accountancy (MSA), GPA:3.7/4.00
Marmara Üniversitesi 2004 — 2007
Master's degree, Financial Economics
Marmara Üniversitesi 2000 — 2004
Bachelor's degree, Public Finance
· Sakip Sabanci High School 1996 — 2000
Hazelcast May 2014 - Present
Genworth Financial April 2012 - July 2013
Deloitte September 2010 - April 2012
Deloitte September 2006 - September 2010
Baker Tilly June 2005 - October 2005
Skills
Financial Controlling, Accounting, Tax, Financial Reporting, Financial Accounting, Corporate Tax, Corporate Finance, Financial Analysis, IFRS, US GAAP, Auditing, Due Diligence, Financial Statements, Account Reconciliation, Transfer Pricing, GAAP, Budgets, SAP, Internal Controls, International Tax, Sarbanes-Oxley Act, Financial Audits
Education
California State University-East Bay 2013 — 2014
Master's Degree, Master of Science Accountancy (MSA), GPA:3.7/4.00
Marmara Üniversitesi 2004 — 2007
Master's degree, Financial Economics
Marmara Üniversitesi 2000 — 2004
Bachelor's degree, Public Finance
· Sakip Sabanci High School 1996 — 2000
Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA's Genworth Financial Experience April 2008 - January 2009
Job Owner at Cohesive Insurance Services
Industry Financial Services
Experience
Cohesive Insurance Services March 2010 - Present
NAIFA-California June 2015 - Present
BGAgents Insurance Services September 2010 - August 2013
Advanced Planning Services March 2009 - January 2010
Genworth Financial April 2008 - January 2009
CPS Insurance Services March 2000 - April 2008
National Association of Insurance and Financial Advisors 2007 - 2008
Promark Financial January 1998 - March 2000
Promark Financial January 1993 - January 1998
Skills
Annuities, Insurance, Disability Insurance, Financial Advisory, Long Term Care, Annuity, Fixed Annuities, Protection, Estate Planning, Retirement Planning, Financial Planning, Retirement, Term Life Insurance, Benefits, Risk, Long-term Care, Employee Benefits, Banking, Universal Life, Wealth Accumulation, Whole Life, Life Insurance, IRAs, Strategic Financial..., Financial Planners, Financial Risk, Wealth, 401k, Small Business, Sales, Financial Services, Long Term Care Insurance, Variable Annuities, Business Planning, Brokers, Leadership, Critical Illness, Roth IRA, Series 63, Wealth Management, Personal Finance, Series 7, Investment Advisory, Finance, Health Insurance, Underwriting, Pensions, Investments, Investment Strategies, 401k Rollovers
Education
California State University-Fullerton 1996 — 1999
Bachelor of Arts, Business Management
Mater Dei High School, Santa Ana, CA
Cohesive Insurance Services March 2010 - Present
NAIFA-California June 2015 - Present
BGAgents Insurance Services September 2010 - August 2013
Advanced Planning Services March 2009 - January 2010
Genworth Financial April 2008 - January 2009
CPS Insurance Services March 2000 - April 2008
National Association of Insurance and Financial Advisors 2007 - 2008
Promark Financial January 1998 - March 2000
Promark Financial January 1993 - January 1998
Skills
Annuities, Insurance, Disability Insurance, Financial Advisory, Long Term Care, Annuity, Fixed Annuities, Protection, Estate Planning, Retirement Planning, Financial Planning, Retirement, Term Life Insurance, Benefits, Risk, Long-term Care, Employee Benefits, Banking, Universal Life, Wealth Accumulation, Whole Life, Life Insurance, IRAs, Strategic Financial..., Financial Planners, Financial Risk, Wealth, 401k, Small Business, Sales, Financial Services, Long Term Care Insurance, Variable Annuities, Business Planning, Brokers, Leadership, Critical Illness, Roth IRA, Series 63, Wealth Management, Personal Finance, Series 7, Investment Advisory, Finance, Health Insurance, Underwriting, Pensions, Investments, Investment Strategies, 401k Rollovers
Education
California State University-Fullerton 1996 — 1999
Bachelor of Arts, Business Management
Mater Dei High School, Santa Ana, CA
Bob McEwen Bob McEwen's Genworth Financial Experience March 2002 - February 2009
Job Owner & CEO at Signcraft Solutions LLC
Industry Graphic Design
Experience
Signcraft Solutions LLC July 2009 - Present
Genworth Financial March 2002 - February 2009
General Electric September 1998 - March 2002
Texas Instruments December 1986 - September 1998
Skills
Strategic Planning, Project Management, Six Sigma, Cross-functional Team..., Process Improvement, Business Strategy, Leadership, Product Development, Marketing Strategy, Program Management, Product Management, Change Management, Analysis, Management, Team Building, New Business Development, Project Planning, Negotiation, Marketing, Account Management, Microsoft Office, Sales Management, Sales, Pricing, Entrepreneurship, Customer Service, Training, Business Development, Coaching, Leadership Development, B2B, Social Media Marketing, Advertising, Business Planning, Small Business, Start-ups, Strategy, Quality Assurance, Budgets, Team Leadership, Integration, Executive Management, Manufacturing, Operations Management, Contract Negotiation, Online Marketing, Management Consulting, Trade Shows, Email Marketing, CRM
Education
Brigham Young University 1976 — 1982
BS Civil Engineering
David Douglas High School - Portland, OR 1971 — 1976
HS Degree
Signcraft Solutions LLC July 2009 - Present
Genworth Financial March 2002 - February 2009
General Electric September 1998 - March 2002
Texas Instruments December 1986 - September 1998
Skills
Strategic Planning, Project Management, Six Sigma, Cross-functional Team..., Process Improvement, Business Strategy, Leadership, Product Development, Marketing Strategy, Program Management, Product Management, Change Management, Analysis, Management, Team Building, New Business Development, Project Planning, Negotiation, Marketing, Account Management, Microsoft Office, Sales Management, Sales, Pricing, Entrepreneurship, Customer Service, Training, Business Development, Coaching, Leadership Development, B2B, Social Media Marketing, Advertising, Business Planning, Small Business, Start-ups, Strategy, Quality Assurance, Budgets, Team Leadership, Integration, Executive Management, Manufacturing, Operations Management, Contract Negotiation, Online Marketing, Management Consulting, Trade Shows, Email Marketing, CRM
Education
Brigham Young University 1976 — 1982
BS Civil Engineering
David Douglas High School - Portland, OR 1971 — 1976
HS Degree
Steven Hurley Steven Hurley's Genworth Financial Experience November 2010 - Present
Job Vice President of Group LTC Sales at Genworth Financial
Industry Insurance
Experience
Genworth Financial November 2010 - Present
Skills
Insurance, Long-term Care, Financial Risk, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Health Insurance, Sales, Employee Benefits, Leadership, Underwriting, Retirement Planning, Brokers, Retirement, Medicare, Financial Services, Series 6, 401k, Wealth Management, Term Life Insurance, Mutual Funds, Whole Life, Strategic Financial..., Financial Advisory, Relationship Management, Variable Annuities, Financial Planners
Education
Bryant University
B.S. in Business; Marketing
Genworth Financial November 2010 - Present
Skills
Insurance, Long-term Care, Financial Risk, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Health Insurance, Sales, Employee Benefits, Leadership, Underwriting, Retirement Planning, Brokers, Retirement, Medicare, Financial Services, Series 6, 401k, Wealth Management, Term Life Insurance, Mutual Funds, Whole Life, Strategic Financial..., Financial Advisory, Relationship Management, Variable Annuities, Financial Planners
Education
Bryant University
B.S. in Business; Marketing
M. Kathie Dalrymple, CLTC M. Kathie Dalrymple, CLTC's Genworth Financial Experience December 2004 - January 2011
Job Long Term Health Care Specialist at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners October 2010 - Present
Genworth Financial December 2004 - January 2011
jkd & associates, inc. September 1974 - December 2003
Skills
Long Term Care, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Life Insurance, Medicare, Universal Life, Insurance, Health Insurance, Whole Life, Critical Illness, Medicare Supplements, Long-term Care, Small Business, Financial Advisory, Financial Planners, IRAs, Indexed Annuities, Brokers, Underwriting, Strategic Financial..., Wealth, Insurance Brokerage, Medicare Part D, Medicare Prescription..., Long-term Customer..., Customer Oriented, Asset Protection, Customer Service, Friendly Personality, Customer Experience, Customer Insight, Customer Support, Customer Satisfaction, Health Savings Accounts
Education
University of California, Fresno-University of California, Cal Poly 1967 — 1971
Bachelor of Science (BS), Art and Interior Design
California State University, Fresno 1967 — 1969
Art and Interior Design
ACSIA Partners October 2010 - Present
Genworth Financial December 2004 - January 2011
jkd & associates, inc. September 1974 - December 2003
Skills
Long Term Care, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Life Insurance, Medicare, Universal Life, Insurance, Health Insurance, Whole Life, Critical Illness, Medicare Supplements, Long-term Care, Small Business, Financial Advisory, Financial Planners, IRAs, Indexed Annuities, Brokers, Underwriting, Strategic Financial..., Wealth, Insurance Brokerage, Medicare Part D, Medicare Prescription..., Long-term Customer..., Customer Oriented, Asset Protection, Customer Service, Friendly Personality, Customer Experience, Customer Insight, Customer Support, Customer Satisfaction, Health Savings Accounts
Education
University of California, Fresno-University of California, Cal Poly 1967 — 1971
Bachelor of Science (BS), Art and Interior Design
California State University, Fresno 1967 — 1969
Art and Interior Design
Cati Young Cati Young's Genworth Financial Experience January 2010 - June 2013
Job VP/Senior Project Manager at Bank of Marin
Industry Financial Services
Experience
Bank of Marin July 2013 - Present
Genworth Financial January 2010 - June 2013
Genworth Financial October 2009 - January 2010
Georgia-Pacific 2005 - 2008
Genworth Financial December 1999 - October 2005
General Electric 1999 - 2005
GE Financial 1999 - 2005
Phoenix Leasing 1983 - 1999
Skills
Software Project..., Building Relationships, Internal Communications, Stakeholder Liaison, Cross-functional Team..., Delivering Results, Project Execution, Project Management, Six Sigma, Team Building, Program Management, Insurance, Change Management, Leadership, Business Development, Budgets, Vendor Management
Education
University of Phoenix 1997 — 1999
BS, Business Management
California State University-Hayward
University of California, Santa Barbara
Bank of Marin July 2013 - Present
Genworth Financial January 2010 - June 2013
Genworth Financial October 2009 - January 2010
Georgia-Pacific 2005 - 2008
Genworth Financial December 1999 - October 2005
General Electric 1999 - 2005
GE Financial 1999 - 2005
Phoenix Leasing 1983 - 1999
Skills
Software Project..., Building Relationships, Internal Communications, Stakeholder Liaison, Cross-functional Team..., Delivering Results, Project Execution, Project Management, Six Sigma, Team Building, Program Management, Insurance, Change Management, Leadership, Business Development, Budgets, Vendor Management
Education
University of Phoenix 1997 — 1999
BS, Business Management
California State University-Hayward
University of California, Santa Barbara
noel henderson's Genworth Financial Experience March 2011 - June 2014
Job virtual assistant at VABSi
Industry Insurance
Experience
VABSI September 2015 - Present
Genworth July 2014 - May 2015
Genworth Financial March 2011 - June 2014
E. Daine Sharpe, P.C. March 2003 - May 2006
Skills
Insurance, Long-term Care, Term Life Insurance, Fixed Annuities, Life Insurance, Health Insurance, Medicare, Underwriting, Employee Benefits, Long Term Care Insurance, Disability Insurance, Retirement, IRAs, Whole Life, Retirement Planning
Education
California State University-Northridge 1984 — 1985
VABSI September 2015 - Present
Genworth July 2014 - May 2015
Genworth Financial March 2011 - June 2014
E. Daine Sharpe, P.C. March 2003 - May 2006
Skills
Insurance, Long-term Care, Term Life Insurance, Fixed Annuities, Life Insurance, Health Insurance, Medicare, Underwriting, Employee Benefits, Long Term Care Insurance, Disability Insurance, Retirement, IRAs, Whole Life, Retirement Planning
Education
California State University-Northridge 1984 — 1985
Karron Vasquez Karron Vasquez's Genworth Financial Experience February 2009 - August 2010
Job Community Development Coordinator Notary Public/Loan Doc Drawer/Escrow Coordinator/New Home Construction
Industry Real Estate
Experience
Blue Mountain Construction Services August 2013 - Present
Placer Title Company April 2013 - July 2013
Mountain West Financial, Inc. 2012 - 2013
Adams Ashby Group July 2011 - April 2012
LSI Title & Escrow September 2010 - February 2011
Genworth Financial February 2009 - August 2010
Kimball Hill Homes September 2008 - December 2008
Lennar March 2001 - March 2008
Skills
Real Estate, Mortgage Lending, Loans, FHA, First Time Home Buyers, Training, Foreclosures, Mortgage Banking, Data Entry, Sellers, Customer Service, Sales, Underwriting, Time Management, Marketing, Program Management, Insurance, Property Management, Title Insurance
Education
Butte College 1997 — 1998
General Studies
CSU Chico 1995 — 1997
N/A, General Studies
Blue Mountain Construction Services August 2013 - Present
Placer Title Company April 2013 - July 2013
Mountain West Financial, Inc. 2012 - 2013
Adams Ashby Group July 2011 - April 2012
LSI Title & Escrow September 2010 - February 2011
Genworth Financial February 2009 - August 2010
Kimball Hill Homes September 2008 - December 2008
Lennar March 2001 - March 2008
Skills
Real Estate, Mortgage Lending, Loans, FHA, First Time Home Buyers, Training, Foreclosures, Mortgage Banking, Data Entry, Sellers, Customer Service, Sales, Underwriting, Time Management, Marketing, Program Management, Insurance, Property Management, Title Insurance
Education
Butte College 1997 — 1998
General Studies
CSU Chico 1995 — 1997
N/A, General Studies
Bhavin P. Kapadia, OTC Calypso Front-Office PM's Genworth Financial Experience July 2008 - March 2010
Job * 8 yrs OTC Derivatives Rates & FX Project Manager Implement Banks' $25M+ Trading Platform *
Industry Management Consulting
Experience
* Bhavin P. Kapadia & Co. OTC Derivatives August 2015 - Present
U.S. Bank [$10B revenue] January 2015 - August 2015
Wells Fargo [$85B revenue] January 2014 - January 2015
California State University, East Bay December 2013 - August 2014
Natixis Global Asset Management [Global Top 15 Investment Co.] April 2013 - December 2013
Calypso Technology - Derivatives Risk Capital Markets March 2010 - April 2013
Genworth Financial July 2008 - March 2010
Shree Kshatriya Mitra Mandal of California January 2008 - January 2010
Merrill Lynch December 2006 - April 2007
Skills
Derivatives, Capital Markets, Interest Rate..., Trading, Project Management, Risk Management, Trading Systems
Education
California State University-East Bay 2013 — 2015
Master's, Econometrics
California State University-East Bay 2005 — 2008
B.S., Finance with Statistics
Kingsbury Sixth Form, London, England
3 straight A grades: # Physics # Econ # Mathematics
* Bhavin P. Kapadia & Co. OTC Derivatives August 2015 - Present
U.S. Bank [$10B revenue] January 2015 - August 2015
Wells Fargo [$85B revenue] January 2014 - January 2015
California State University, East Bay December 2013 - August 2014
Natixis Global Asset Management [Global Top 15 Investment Co.] April 2013 - December 2013
Calypso Technology - Derivatives Risk Capital Markets March 2010 - April 2013
Genworth Financial July 2008 - March 2010
Shree Kshatriya Mitra Mandal of California January 2008 - January 2010
Merrill Lynch December 2006 - April 2007
Skills
Derivatives, Capital Markets, Interest Rate..., Trading, Project Management, Risk Management, Trading Systems
Education
California State University-East Bay 2013 — 2015
Master's, Econometrics
California State University-East Bay 2005 — 2008
B.S., Finance with Statistics
Kingsbury Sixth Form, London, England
3 straight A grades: # Physics # Econ # Mathematics
Heidi Wienckowski's Genworth Financial Experience August 2004 - August 2008
Job Director of Marketing, SonoSim
Industry Medical Devices
Experience
SonoSim, Inc. February 2015 - Present
Bioness Inc. July 2012 - February 2015
Volcano Corporation July 2011 - June 2012
UC San Diego October 2008 - July 2011
University of California at San Diego April 2010 - September 2010
University of California at San Diego October 2008 - April 2010
Genworth Financial August 2004 - August 2008
Genworth Financial August 2004 - August 2007
Sons of Beckett Theatre Co October 2001 - March 2005
Skills
Event Planning, Project Management, Marketing Development, Public Relations, Public Speaking, Theatre Production, Social Media Development, Fundraising, Budget Analysis, Marketing, Theatre, Salesforce.com, Event Management, Social Media, Leadership, Social Networking, Strategy, Marketing Communications, Budgets, Facebook, SEO, Management, Entrepreneurship, Project Planning, Analysis, Business Strategy, Brand Development, Time Management, Contract Negotiation, Negotiation, Market Research, Social Media Marketing, Trade Shows, Marketing Strategy, Product Marketing
Education
California State University-Northridge 1999 — 2004
BA, Honors in Theatre -
Notre Dame High School 1996 — 1999
High School
SonoSim, Inc. February 2015 - Present
Bioness Inc. July 2012 - February 2015
Volcano Corporation July 2011 - June 2012
UC San Diego October 2008 - July 2011
University of California at San Diego April 2010 - September 2010
University of California at San Diego October 2008 - April 2010
Genworth Financial August 2004 - August 2008
Genworth Financial August 2004 - August 2007
Sons of Beckett Theatre Co October 2001 - March 2005
Skills
Event Planning, Project Management, Marketing Development, Public Relations, Public Speaking, Theatre Production, Social Media Development, Fundraising, Budget Analysis, Marketing, Theatre, Salesforce.com, Event Management, Social Media, Leadership, Social Networking, Strategy, Marketing Communications, Budgets, Facebook, SEO, Management, Entrepreneurship, Project Planning, Analysis, Business Strategy, Brand Development, Time Management, Contract Negotiation, Negotiation, Market Research, Social Media Marketing, Trade Shows, Marketing Strategy, Product Marketing
Education
California State University-Northridge 1999 — 2004
BA, Honors in Theatre -
Notre Dame High School 1996 — 1999
High School
Nick Lapin Nick Lapin's Genworth Financial Experience May 2013 - October 2013
Job Business Development Specialist at AssetMark
Industry Investment Management
Experience
AssetMark November 2014 - Present
AssetMark January 2014 - Present
AssetMark October 2013 - December 2013
Genworth Financial May 2013 - October 2013
Bank of America March 2012 - May 2013
Merrill Lynch August 2011 - January 2012
Coldwell Banker March 2005 - February 2011
Skills
Series 6, Series 63, Series 65, Investments, Mutual Funds, Stocks, ETFs, Retirement Planning, Retirement Savings, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, 401k, 401k Rollovers, Growth Management, Multi-family Investments, Investment Management, Banking, Real Estate, Real Estate Development
Education
California State University-Northridge 2011 — 2013
Bachelor's degree, Financial Planning and Services, 3.62
AssetMark November 2014 - Present
AssetMark January 2014 - Present
AssetMark October 2013 - December 2013
Genworth Financial May 2013 - October 2013
Bank of America March 2012 - May 2013
Merrill Lynch August 2011 - January 2012
Coldwell Banker March 2005 - February 2011
Skills
Series 6, Series 63, Series 65, Investments, Mutual Funds, Stocks, ETFs, Retirement Planning, Retirement Savings, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, 401k, 401k Rollovers, Growth Management, Multi-family Investments, Investment Management, Banking, Real Estate, Real Estate Development
Education
California State University-Northridge 2011 — 2013
Bachelor's degree, Financial Planning and Services, 3.62
Erin Adsit, MBA Erin Adsit, MBA's Genworth Financial Experience 2010 - 2012
Job
Industry Education Management
Experience
Old Republic Home Protection July 2015 - Present
University of Phoenix June 2012 - July 2015
Genworth Financial 2010 - 2012
Hanson McClain Advisors 2005 - 2008
London Pacific 2002 - 2005
Caltrans 1999 - 2002
Education
California State University-Sacramento 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration
California State University-Sacramento 2002 — 2004
Bachelor’s Degree, Business Administration & Marketing
Shasta College 1999 — 2001
Associate's Degree, General Studies
Old Republic Home Protection July 2015 - Present
University of Phoenix June 2012 - July 2015
Genworth Financial 2010 - 2012
Hanson McClain Advisors 2005 - 2008
London Pacific 2002 - 2005
Caltrans 1999 - 2002
Education
California State University-Sacramento 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration
California State University-Sacramento 2002 — 2004
Bachelor’s Degree, Business Administration & Marketing
Shasta College 1999 — 2001
Associate's Degree, General Studies
Frank Edsall III Frank Edsall III's Genworth Financial Experience January 2007 - January 2011
Job Wealth Advisor Consultant @ Ridgeworth Investments
Industry Financial Services
Experience
RidgeWorth Investments October 2014 - Present
Natixis Global Asset Management February 2011 - April 2014
Genworth Financial January 2007 - January 2011
AIG SunAmerica Mutual Funds October 2004 - December 2006
UBS Financial Services November 2003 - October 2004
Allmerica Financial 2000 - 2001
Skills
Series 63, Mutual Funds, Series 6, Management, Retirement Planning, Insurance, Separately Managed..., Series 7, Marketing, Fixed Annuities
Education
National University 1997 — 1998
Education, Elementary Teaching Credential
California State University San Marcos
B.A., Liberal Studies
RidgeWorth Investments October 2014 - Present
Natixis Global Asset Management February 2011 - April 2014
Genworth Financial January 2007 - January 2011
AIG SunAmerica Mutual Funds October 2004 - December 2006
UBS Financial Services November 2003 - October 2004
Allmerica Financial 2000 - 2001
Skills
Series 63, Mutual Funds, Series 6, Management, Retirement Planning, Insurance, Separately Managed..., Series 7, Marketing, Fixed Annuities
Education
National University 1997 — 1998
Education, Elementary Teaching Credential
California State University San Marcos
B.A., Liberal Studies
Gene Hilliard, CRC® Gene Hilliard, CRC®'s Genworth Financial Experience September 2000 - February 2005
Job Financial Advisor
Industry Financial Services
Experience
Emerge Financial Group February 2005 - Present
Genworth Financial September 2000 - February 2005
Charles Schwab September 1999 - September 2000
Banc of America Investment Services, Inc June 1993 - September 1999
Skills
Retirement Planning, Asset Management, Business Planning, Deferred Compensation, 401k Rollovers, IRA's, Term Life Insurance, Insurance Planning, Estate Planning, Tax Preparation, Debt Management, 529 Plans, Mutual Funds, Stock Management, ETFs, Separately Managed..., SEP, Fixed Annuities, Annuities
Education
California State University-Hayward 1986 — 1991
Bachelor of Arts
El Cerrito High School
Emerge Financial Group February 2005 - Present
Genworth Financial September 2000 - February 2005
Charles Schwab September 1999 - September 2000
Banc of America Investment Services, Inc June 1993 - September 1999
Skills
Retirement Planning, Asset Management, Business Planning, Deferred Compensation, 401k Rollovers, IRA's, Term Life Insurance, Insurance Planning, Estate Planning, Tax Preparation, Debt Management, 529 Plans, Mutual Funds, Stock Management, ETFs, Separately Managed..., SEP, Fixed Annuities, Annuities
Education
California State University-Hayward 1986 — 1991
Bachelor of Arts
El Cerrito High School
Norine Grodin's Genworth Financial Experience 2007 - Present
Job President at Big Apple Knitters Guild
Industry Insurance
Experience
Big Apple Knitters Guild February 2013 - Present
Quality Life Solutions April 2007 - Present
Genworth Financial 2007 - Present
Skills
Long Term Care Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Insurance, Long-term Care, Retirement, Small Business, Medicare, Health Insurance, Term Life Insurance, Whole Life, Retirement Planning, Universal Life
Education
Boston University
Bayside High School
Academic
Big Apple Knitters Guild February 2013 - Present
Quality Life Solutions April 2007 - Present
Genworth Financial 2007 - Present
Skills
Long Term Care Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Insurance, Long-term Care, Retirement, Small Business, Medicare, Health Insurance, Term Life Insurance, Whole Life, Retirement Planning, Universal Life
Education
Boston University
Bayside High School
Academic
Maggie Sanderford's Genworth Financial Experience May 2011 - August 2011
Job Executive Assistant at Capitol Securities
Industry Financial Services
Experience
Capitol Securities Management Inc. March 2013 - Present
Capital One June 2012 - March 2013
Courageous Sailing February 2012 - April 2012
Genworth Financial May 2011 - August 2011
Refine and Focus October 2010 - May 2011
Boston Magazine May 2010 - August 2010
Skills
Social Media, Event Planning, Public Relations, Social Networking, PowerPoint, Recruiting, Excel, Visual Basic, Microsoft Publisher, Adobe Acrobat, Marketing Communications, Twitter, Microsoft Office, Taleo, Microsoft Excel, Market Research, Corporate Communications, Interviews, Marketing
Education
Boston University 2008 — 2012
Bachelors of Science, Public Relations, Business Administration
Deep Run High School 2004 — 2008
Capitol Securities Management Inc. March 2013 - Present
Capital One June 2012 - March 2013
Courageous Sailing February 2012 - April 2012
Genworth Financial May 2011 - August 2011
Refine and Focus October 2010 - May 2011
Boston Magazine May 2010 - August 2010
Skills
Social Media, Event Planning, Public Relations, Social Networking, PowerPoint, Recruiting, Excel, Visual Basic, Microsoft Publisher, Adobe Acrobat, Marketing Communications, Twitter, Microsoft Office, Taleo, Microsoft Excel, Market Research, Corporate Communications, Interviews, Marketing
Education
Boston University 2008 — 2012
Bachelors of Science, Public Relations, Business Administration
Deep Run High School 2004 — 2008
Derek Wasilus Derek Wasilus's Genworth Financial Experience August 2013 - January 2014
Job Associate Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial January 2014 - Present
Genworth Financial August 2013 - January 2014
Genworth Financial July 2011 - August 2013
Skills
Microsoft Excel, VBA, Insurance, Long-term Care, Asset Allocation, Variable Annuities, Equity Indexed Annuities
Education
Bucknell University 2007 — 2011
Bachelor of Science (BS), Mathematics
Prudential Financial January 2014 - Present
Genworth Financial August 2013 - January 2014
Genworth Financial July 2011 - August 2013
Skills
Microsoft Excel, VBA, Insurance, Long-term Care, Asset Allocation, Variable Annuities, Equity Indexed Annuities
Education
Bucknell University 2007 — 2011
Bachelor of Science (BS), Mathematics
David Aulicino David Aulicino's Genworth Financial Experience June 2012 - July 2012
Job Reverse Mortgage Area Sales Manager at American Advisors Group (AAG Reverse Mortgage)
Industry Financial Services
Experience
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers (formerly known as Cal Con) July 2012 - April 2014
Genworth Financial June 2012 - July 2012
MetLife Home Loans September 2011 - June 2012
Wells Fargo Home Mortgage 2004 - August 2011
Wells Fargo Home Mortgage 2001 - 2004
North American Mortgage Co (owned by WaMu) 1995 - 2001
Commonwealth United Mortgage 1990 - 1995
Skills
FHA, Reverse Mortgages, Real Estate Financing, Property Management, Mortgage Banking, Mortgage Lending, VA loans, Real Estate Lending, Loans, USDA, Real Estate Economics, Certified Mortgage..., Residential Mortgages, Real Estate Transactions, Commercial Mortgages, Credit, Real Estate, FHA financing, Loan Origination, Government Loans, Construction Loans, Foreclosures, Refinance, Underwriting, Credit Analysis, Investors, REO, Home Equity Loans, Mortgage Underwriting, Financial Structuring, Commercial Lending, Investment Properties, Home Equity, First Time Home Buyers, Referrals, Mortgage Marketing, Home Equity Lines of..., Investments, Mortgage Servicing, Loss Mitigation, Consumer Lending, Debt Consolidation, Finance, Loan Servicing, HUD, Banking, Funding, Lines Of Credit, Non-Conforming, Small Business Lending
Education
California State Polytechnic University-Pomona
BS, Business Administration
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers (formerly known as Cal Con) July 2012 - April 2014
Genworth Financial June 2012 - July 2012
MetLife Home Loans September 2011 - June 2012
Wells Fargo Home Mortgage 2004 - August 2011
Wells Fargo Home Mortgage 2001 - 2004
North American Mortgage Co (owned by WaMu) 1995 - 2001
Commonwealth United Mortgage 1990 - 1995
Skills
FHA, Reverse Mortgages, Real Estate Financing, Property Management, Mortgage Banking, Mortgage Lending, VA loans, Real Estate Lending, Loans, USDA, Real Estate Economics, Certified Mortgage..., Residential Mortgages, Real Estate Transactions, Commercial Mortgages, Credit, Real Estate, FHA financing, Loan Origination, Government Loans, Construction Loans, Foreclosures, Refinance, Underwriting, Credit Analysis, Investors, REO, Home Equity Loans, Mortgage Underwriting, Financial Structuring, Commercial Lending, Investment Properties, Home Equity, First Time Home Buyers, Referrals, Mortgage Marketing, Home Equity Lines of..., Investments, Mortgage Servicing, Loss Mitigation, Consumer Lending, Debt Consolidation, Finance, Loan Servicing, HUD, Banking, Funding, Lines Of Credit, Non-Conforming, Small Business Lending
Education
California State Polytechnic University-Pomona
BS, Business Administration
Todd Cohen, PMP Todd Cohen, PMP's Genworth Financial Experience March 2010 - June 2013
Job IT Business Analyst at Bank of America
Industry Banking
Experience
Bank of America May 2015 - Present
Garretson Resolution Group September 2014 - May 2015
Bank of America February 2014 - September 2014
Genworth Financial March 2010 - June 2013
Ebix April 2000 - October 2009
Ebix April 2000 - October 2009
Ebix April 2000 - October 2009
Ebix April 2000 - October 2009
Martha Jefferson Hospital February 2000 - April 2000
Central Virginia Community College September 1996 - October 1999
Skills
Project Management, Integration, Software Documentation, XML, Testing, Management, Project Planning, Training, Oracle, SDLC, Business Analysis, Requirements Gathering, Agile Project Management, Software Project..., Technical Support
Education
Bradley University
B.S., Information Technology
Bank of America May 2015 - Present
Garretson Resolution Group September 2014 - May 2015
Bank of America February 2014 - September 2014
Genworth Financial March 2010 - June 2013
Ebix April 2000 - October 2009
Ebix April 2000 - October 2009
Ebix April 2000 - October 2009
Ebix April 2000 - October 2009
Martha Jefferson Hospital February 2000 - April 2000
Central Virginia Community College September 1996 - October 1999
Skills
Project Management, Integration, Software Documentation, XML, Testing, Management, Project Planning, Training, Oracle, SDLC, Business Analysis, Requirements Gathering, Agile Project Management, Software Project..., Technical Support
Education
Bradley University
B.S., Information Technology
Ronald White Ronald White's Genworth Financial Experience August 2005 - April 2007
Job at Congressional District Director and Military Liaison
Industry Government Relations
Experience
Congressman J Randy Forbes -VA 4th District July 2009 - Present
Longwood University July 2010 - June 2014
Merrill Lynch April 2007 - July 2009
Genworth Financial August 2005 - April 2007
U.S. Army - Lieutenant Colonel July 2004 - July 2005
United States Embassy - Haiti June 2003 - June 2004
U.S. Army Command and General Staff College June 1999 - May 2003
U.S. Army Fort Hood, Texas 1996 - 1998
Skills
Security Clearance, Strategic Planning, Program Management, Team Building, Military, Mentoring, Operations Management, Non-profits, Government, Leadership, Public Relations, Procurement, Logistics, Nonprofits, Command, Leadership Development, Policy, Public Speaking, Training, Contract Negotiation, Analysis, Team Leadership, Proposal Writing
Education
United States Military Academy at West Point 1980 — 1984
BS
Bowie State University 1993 — 1994
MA
Capella University 2011 — 2013
Master of Science (MS)
Congressman J Randy Forbes -VA 4th District July 2009 - Present
Longwood University July 2010 - June 2014
Merrill Lynch April 2007 - July 2009
Genworth Financial August 2005 - April 2007
U.S. Army - Lieutenant Colonel July 2004 - July 2005
United States Embassy - Haiti June 2003 - June 2004
U.S. Army Command and General Staff College June 1999 - May 2003
U.S. Army Fort Hood, Texas 1996 - 1998
Skills
Security Clearance, Strategic Planning, Program Management, Team Building, Military, Mentoring, Operations Management, Non-profits, Government, Leadership, Public Relations, Procurement, Logistics, Nonprofits, Command, Leadership Development, Policy, Public Speaking, Training, Contract Negotiation, Analysis, Team Leadership, Proposal Writing
Education
United States Military Academy at West Point 1980 — 1984
BS
Bowie State University 1993 — 1994
MA
Capella University 2011 — 2013
Master of Science (MS)
Tom O'Donoghue Tom O'Donoghue's Genworth Financial Experience July 2012 - June 2014
Job Reverse Mortgage Loan Representative at One Trust Senior Lending
Industry Financial Services
Experience
One Trust Senior Lending June 2014 - Present
Genworth Financial July 2012 - June 2014
Metlife Home Loans April 2011 - June 2012
MetLife Home Loans 1987 - 2011
Future Hope Financial Services June 2008 - December 2009
Countrywide 1996 - 2007
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, FHA, Loan Origination, Refinance, Certified Mortgage..., Reverse Mortgages, Loans, First Time Home Buyers, Investment Properties, Credit, Finance, FHA financing, Residential Homes, Condos, Real Estate Transactions, Sellers, Mortgage Underwriting, Underwriting, USDA, VA loans, Credit Analysis, Real Estate Financing, Referrals, FHA Financing
Education
CMPS Institute 2007 — 2007
Certificate, Certified Mortgage Planning Specialist
Certified Divorce Planning Professionals 2007 — 2007
Certification, Certified Divroce Planning
California State University-Northridge 1985 — 1986
None, Economics
One Trust Senior Lending June 2014 - Present
Genworth Financial July 2012 - June 2014
Metlife Home Loans April 2011 - June 2012
MetLife Home Loans 1987 - 2011
Future Hope Financial Services June 2008 - December 2009
Countrywide 1996 - 2007
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, FHA, Loan Origination, Refinance, Certified Mortgage..., Reverse Mortgages, Loans, First Time Home Buyers, Investment Properties, Credit, Finance, FHA financing, Residential Homes, Condos, Real Estate Transactions, Sellers, Mortgage Underwriting, Underwriting, USDA, VA loans, Credit Analysis, Real Estate Financing, Referrals, FHA Financing
Education
CMPS Institute 2007 — 2007
Certificate, Certified Mortgage Planning Specialist
Certified Divorce Planning Professionals 2007 — 2007
Certification, Certified Divroce Planning
California State University-Northridge 1985 — 1986
None, Economics
Frank Weber's Genworth Financial Experience May 2005 - January 2010
Job Business Transformation Services at Celerity
Industry Management Consulting
Experience
Celerity January 2014 - Present
Celerity January 2013 - December 2013
Celerity May 2011 - December 2012
American Public University System April 2010 - April 2011
Genworth Financial May 2005 - January 2010
Genworth Financial January 2003 - May 2005
Genworth Financial November 2001 - January 2003
GE January 2000 - November 2001
CHEP April 1997 - January 2000
Self-employed October 1995 - April 1997
Skills
Process Improvement, Change Management, Six Sigma, Talent Management, Business Process..., Leadership Development, Training, Talent Acquisition, Strategy, Organizational..., Performance Management, Program Management, Organizational..., Leadership, Management, Cross-functional Team...
Education
Capella University
M.S., Education - Training and Performance Improvement
California State University-Dominguez Hills
Graduate Certificate, Quality Management
Emory University
B.A, Sociology
Celerity January 2014 - Present
Celerity January 2013 - December 2013
Celerity May 2011 - December 2012
American Public University System April 2010 - April 2011
Genworth Financial May 2005 - January 2010
Genworth Financial January 2003 - May 2005
Genworth Financial November 2001 - January 2003
GE January 2000 - November 2001
CHEP April 1997 - January 2000
Self-employed October 1995 - April 1997
Skills
Process Improvement, Change Management, Six Sigma, Talent Management, Business Process..., Leadership Development, Training, Talent Acquisition, Strategy, Organizational..., Performance Management, Program Management, Organizational..., Leadership, Management, Cross-functional Team...
Education
Capella University
M.S., Education - Training and Performance Improvement
California State University-Dominguez Hills
Graduate Certificate, Quality Management
Emory University
B.A, Sociology
Dennis Weverka, FLMI's Genworth Financial Experience December 2005 - March 2008
Job
Industry Insurance
Experience
Health Partners Texas August 2013 - Present
Weverka & Associates, Inc. March 2008 - August 2013
Genworth Financial December 2005 - March 2008
Designers Resource Studio November 1997 - November 2005
Westbridge Capital Corp. August 1981 - November 1997
Network Data Processing, Inc June 1976 - August 1981
Skills
Health Insurance, Long-term Care, Insurance, Life Insurance, Long Term Care Insurance, Marketing, Employee Benefits, Medicare, Management, Small Business, Strategic Planning, Personal Finance, Fixed Annuities, Healthcare, Disability Insurance, Term Life Insurance, Retirement Planning, Investments, Retirement, Finance, Estate Planning
Education
California State University-Northridge 1966 — 1968
BA, Economics
University of Southern California 1965 — 1966
Economics
University of California, Los Angeles 1962 — 1965
Engineering
Health Partners Texas August 2013 - Present
Weverka & Associates, Inc. March 2008 - August 2013
Genworth Financial December 2005 - March 2008
Designers Resource Studio November 1997 - November 2005
Westbridge Capital Corp. August 1981 - November 1997
Network Data Processing, Inc June 1976 - August 1981
Skills
Health Insurance, Long-term Care, Insurance, Life Insurance, Long Term Care Insurance, Marketing, Employee Benefits, Medicare, Management, Small Business, Strategic Planning, Personal Finance, Fixed Annuities, Healthcare, Disability Insurance, Term Life Insurance, Retirement Planning, Investments, Retirement, Finance, Estate Planning
Education
California State University-Northridge 1966 — 1968
BA, Economics
University of Southern California 1965 — 1966
Economics
University of California, Los Angeles 1962 — 1965
Engineering
Jeremy Ashton's Genworth Financial Experience August 2008 - Present
Job Risk Manager at Genworth Financial
Industry Banking
Experience
Genworth Financial August 2008 - Present
Capital One October 2006 - August 2008
Wells Fargo September 2005 - September 2006
Citi September 2004 - September 2005
Nationwide Insurance November 2002 - September 2004
Skills
SAS, SQL, MapInfo, Business Objects, CART, TreeNet, Microsoft Excel, PowerPoint, Access, Risk Management, Forecasting, Credit Risk
Education
Brigham Young University 1998 — 2001
B.S., Economics
Genworth Financial August 2008 - Present
Capital One October 2006 - August 2008
Wells Fargo September 2005 - September 2006
Citi September 2004 - September 2005
Nationwide Insurance November 2002 - September 2004
Skills
SAS, SQL, MapInfo, Business Objects, CART, TreeNet, Microsoft Excel, PowerPoint, Access, Risk Management, Forecasting, Credit Risk
Education
Brigham Young University 1998 — 2001
B.S., Economics
Heather Lucchesi's Genworth Financial Experience May 2009 - October 2011
Job Scaled Agile Framework Program Consultant (SPC), Certified Scrum Master (CSM), Sr. Project Manager, PMP @ VSP
Industry Information Technology and Services
Experience
VSP Vision Care December 2012 - Present
Eyefinity September 2011 - December 2012
Genworth Financial May 2009 - October 2011
Amdocs October 2006 - March 2009
DST Innovis 2002 - October 2006
Cable Data 1997 - 2002
Skills
Cross-functional Team..., Agile Methodologies, Management, Scrum
Education
California State University-Sacramento 1992 — 1997
B.S., Strategic Managment
VSP Vision Care December 2012 - Present
Eyefinity September 2011 - December 2012
Genworth Financial May 2009 - October 2011
Amdocs October 2006 - March 2009
DST Innovis 2002 - October 2006
Cable Data 1997 - 2002
Skills
Cross-functional Team..., Agile Methodologies, Management, Scrum
Education
California State University-Sacramento 1992 — 1997
B.S., Strategic Managment
Ed Fuchs, CPA, CMB's Genworth Financial Experience 2007 - 2008
Job VP, Capital Markets
Industry Financial Services
Experience
Paramount Equity Mortgage 2011 - Present
NetMore America, Inc 2008 - 2011
Genworth Financial 2007 - 2008
Central Pacific Mortgage 1992 - 2007
Pacific Stock Exchange October 1989 - September 1991
Lehman Brothers 1987 - 1989
Arthur Young 1986 - 1987
Skills
Mortgage Banking, Portfolio Management, Business Strategy, Management, Mortgage Lending, Loan Origination, Loans, Executive Management, Residential Mortgages, Capital Markets, Credit, Refinance, Banking, FHA, Underwriting, Finance
Education
Bucknell University 1983 — 1987
BSBA, Accounting
Paramount Equity Mortgage 2011 - Present
NetMore America, Inc 2008 - 2011
Genworth Financial 2007 - 2008
Central Pacific Mortgage 1992 - 2007
Pacific Stock Exchange October 1989 - September 1991
Lehman Brothers 1987 - 1989
Arthur Young 1986 - 1987
Skills
Mortgage Banking, Portfolio Management, Business Strategy, Management, Mortgage Lending, Loan Origination, Loans, Executive Management, Residential Mortgages, Capital Markets, Credit, Refinance, Banking, FHA, Underwriting, Finance
Education
Bucknell University 1983 — 1987
BSBA, Accounting
Andrew Katz's Genworth Financial Experience December 2007 - January 2011
Job Senior Director, Enterprise Sales Social Media Analytics at Shareablee, Inc
Industry Marketing and Advertising
Experience
Shareablee, Inc July 2014 - Present
Astron Solutions June 2006 - Present
33Across Inc. November 2013 - June 2014
Federated Sample January 2011 - November 2013
NYaT January 2009 - February 2013
Genworth Financial December 2007 - January 2011
RCC Ventures, LLC June 2007 - December 2007
WBRS August 2003 - May 2007
890 AM ESPN Radio Boston September 2005 - January 2006
Deutsche Bank June 2003 - August 2005
Skills
Market Research, New Business Development, Marketing, Social Media Marketing, Management, Strategic Planning, Training, Social Media, Start-ups, Strategy, Marketing Research, Digital Marketing, SaaS, Lead Generation, Salesforce.com, Sales, Blogging, Investments, Competitive Analysis, Business Analysis, Online Advertising, Analytics, Account Management, Sales Management, Advertising, CRM, Shareablee, Online Marketing, Marketing Strategy, Business Development, Microsoft Excel, Software Solution Sales, Strategic Account..., Digital Media, Marketing Communications, New Media, Strategic Partnerships
Education
Brandeis International Business School 2005 — 2007
MA
Copenhagen Business School 2006 — 2006
Study Abroad
Brandeis University 2002 — 2006
BA
Edgemont High School 1998 — 2002
Shareablee, Inc July 2014 - Present
Astron Solutions June 2006 - Present
33Across Inc. November 2013 - June 2014
Federated Sample January 2011 - November 2013
NYaT January 2009 - February 2013
Genworth Financial December 2007 - January 2011
RCC Ventures, LLC June 2007 - December 2007
WBRS August 2003 - May 2007
890 AM ESPN Radio Boston September 2005 - January 2006
Deutsche Bank June 2003 - August 2005
Skills
Market Research, New Business Development, Marketing, Social Media Marketing, Management, Strategic Planning, Training, Social Media, Start-ups, Strategy, Marketing Research, Digital Marketing, SaaS, Lead Generation, Salesforce.com, Sales, Blogging, Investments, Competitive Analysis, Business Analysis, Online Advertising, Analytics, Account Management, Sales Management, Advertising, CRM, Shareablee, Online Marketing, Marketing Strategy, Business Development, Microsoft Excel, Software Solution Sales, Strategic Account..., Digital Media, Marketing Communications, New Media, Strategic Partnerships
Education
Brandeis International Business School 2005 — 2007
MA
Copenhagen Business School 2006 — 2006
Study Abroad
Brandeis University 2002 — 2006
BA
Edgemont High School 1998 — 2002
Jeff Bridge's Genworth Financial Experience February 2003 - December 2007
Job Vice President at AssetMark, Inc
Industry Financial Services
Experience
AssetMark, Inc 2008 - Present
Genworth Financial February 2003 - December 2007
GE Private Asset Management March 2002 - March 2004
Skills
Financial Services, Business, Marketing, Series 6, Series 63, Series 65, Series 7, Fixed Annuities, FINRA, Mutual Funds, Uniform Combined State..., Life Insurance, Long-term Care, 401k, Managing Accounts
Education
California State University-Northridge 1990 — 1995
Bachelor of Science (B.S.), Finance, General
AssetMark, Inc 2008 - Present
Genworth Financial February 2003 - December 2007
GE Private Asset Management March 2002 - March 2004
Skills
Financial Services, Business, Marketing, Series 6, Series 63, Series 65, Series 7, Fixed Annuities, FINRA, Mutual Funds, Uniform Combined State..., Life Insurance, Long-term Care, 401k, Managing Accounts
Education
California State University-Northridge 1990 — 1995
Bachelor of Science (B.S.), Finance, General
Jeff Rotenkolber's Genworth Financial Experience October 1997 - August 2000
Job FSM at GE
Industry Financial Services
Experience
GE June 2007 - Present
GE September 2000 - May 2007
Genworth Financial October 1997 - August 2000
GE Capital September 1996 - September 1997
GE Capital April 1989 - August 1996
Skills
Process Improvement, Sales, Credit, Cross-functional Team..., Management, Forecasting, Relationship Management, Business Development, CRM, Business Strategy, Account Management, Credit Cards, Retail, Marketing Strategy, Key Account Management, Competitive Analysis, Sales Management, New Business Development, Sales Operations, Strategic Planning, Negotiation
Education
California State University-East Bay
Bachelor of Science, Business
GE June 2007 - Present
GE September 2000 - May 2007
Genworth Financial October 1997 - August 2000
GE Capital September 1996 - September 1997
GE Capital April 1989 - August 1996
Skills
Process Improvement, Sales, Credit, Cross-functional Team..., Management, Forecasting, Relationship Management, Business Development, CRM, Business Strategy, Account Management, Credit Cards, Retail, Marketing Strategy, Key Account Management, Competitive Analysis, Sales Management, New Business Development, Sales Operations, Strategic Planning, Negotiation
Education
California State University-East Bay
Bachelor of Science, Business
Brennan Baldwin's Genworth Financial Experience December 2011 - Present
Job Director, FInancial Planning and Analysis at Genworth Financial
Industry Financial Services
Experience
Genworth Financial December 2011 - Present
Genworth Financial January 2010 - December 2011
Genworth Financial September 2007 - January 2010
Ernst & Young April 2003 - September 2007
Education
University of Notre Dame 2003 — 2004
Masters, Accounting
Brigham Young University 1997 — 2003
Economics
Wake Forest - Rolesville High School 1994 — 1997
Genworth Financial December 2011 - Present
Genworth Financial January 2010 - December 2011
Genworth Financial September 2007 - January 2010
Ernst & Young April 2003 - September 2007
Education
University of Notre Dame 2003 — 2004
Masters, Accounting
Brigham Young University 1997 — 2003
Economics
Wake Forest - Rolesville High School 1994 — 1997
Sheelin Prinzinger's Genworth Financial Experience March 2006 - 2009
Job Customer Service
Industry Consumer Services
Experience
Council of Community Services - Roanoke, Virginia April 2009 - May 2015
Genworth Financial March 2006 - 2009
Bedford Community Health Foundation September 2000 - September 2005
Skills
Analysis, Microsoft Office, Marketing, Budgets, Project Planning, Strategy, Nonprofits, Strategic Planning, Time Management, Community Outreach, Program Management, Marketing Communications, Customer Service
Education
California State University-Northridge 1977 — 1983
Bachelor of Science (BS), Marketing
Council of Community Services - Roanoke, Virginia April 2009 - May 2015
Genworth Financial March 2006 - 2009
Bedford Community Health Foundation September 2000 - September 2005
Skills
Analysis, Microsoft Office, Marketing, Budgets, Project Planning, Strategy, Nonprofits, Strategic Planning, Time Management, Community Outreach, Program Management, Marketing Communications, Customer Service
Education
California State University-Northridge 1977 — 1983
Bachelor of Science (BS), Marketing
Martyn Collins's Genworth Financial Experience March 2004 - February 2007
Job Contract Attorney, AmLaw 100 firm
Industry Law Practice
Experience
Hire Counsel January 2014 - Present
Manatt, Phelps & Phillips, LLP February 2013 - December 2013
Crowell & Moring LLP January 2012 - February 2013
All-Access Law February 2007 - February 2012
CALLAHAN, MCCUNE AND WILLIS February 2008 - July 2009
GENWORTH FINANCIAL March 2004 - February 2007
Tiburon Strategic Advisors 2007 - 2007
Atchison Village Mutual Homes Board of Directors 2006 - 2007
BULLIVANT HOUSER BAILEY, PC January 2003 - February 2004
Sedgwick Detert Moran and Arnold 2000 - 2002
Skills
Public Speaking, General Litigation, Negotiation, Litigation, Personal Injury, Legal Research, Legal Writing, Civil Litigation, Litigation Support, Trials, Document Review, Bankruptcy, Intellectual Property, Mediation, Editing, Torts, Depositions, Product Liability, Licensing, Family Law, Trademarks, Copyright Law, Patent Litigation
Education
Pepperdine University School of Law 1980 — 1995
Juris Doctorate
California Polytechnic State University-San Luis Obispo 1988 — 1991
Bachelor of Arts, Speech Communication
El Camino College 1985 — 1988
AA, Political Science
Narbonne High 1981 — 1984
Diploma, Math/Science
Hire Counsel January 2014 - Present
Manatt, Phelps & Phillips, LLP February 2013 - December 2013
Crowell & Moring LLP January 2012 - February 2013
All-Access Law February 2007 - February 2012
CALLAHAN, MCCUNE AND WILLIS February 2008 - July 2009
GENWORTH FINANCIAL March 2004 - February 2007
Tiburon Strategic Advisors 2007 - 2007
Atchison Village Mutual Homes Board of Directors 2006 - 2007
BULLIVANT HOUSER BAILEY, PC January 2003 - February 2004
Sedgwick Detert Moran and Arnold 2000 - 2002
Skills
Public Speaking, General Litigation, Negotiation, Litigation, Personal Injury, Legal Research, Legal Writing, Civil Litigation, Litigation Support, Trials, Document Review, Bankruptcy, Intellectual Property, Mediation, Editing, Torts, Depositions, Product Liability, Licensing, Family Law, Trademarks, Copyright Law, Patent Litigation
Education
Pepperdine University School of Law 1980 — 1995
Juris Doctorate
California Polytechnic State University-San Luis Obispo 1988 — 1991
Bachelor of Arts, Speech Communication
El Camino College 1985 — 1988
AA, Political Science
Narbonne High 1981 — 1984
Diploma, Math/Science
Lynn Wisman's Genworth Financial Experience October 2006 - November 2011
Job Sr. Sales Solutions Specialist at EXL
Industry Financial Services
Experience
EXL November 2011 - Present
Genworth Financial October 2006 - November 2011
Virginia House of Delegates January 2006 - June 2006
Special Olympics August 2005 - January 2006
Advantus Strategies, LLC November 2003 - July 2005
William Mullens December 2001 - November 2003
Virginia Office of the Governor January 1998 - December 2001
Virginia Office of the Attorney General January 1994 - January 1998
Law Office of William H. Hurd June 1989 - June 1993
Metmor Financial July 1986 - June 1989
Skills
Policy, Public Speaking, Team Building, Leadership, Customer Service, Strategic Planning, Process Improvement, Legislative Relations, Budgets, Business Development, Government
Education
Virginia Commonwealth University 1990 — 1992
Therapeutic Recreation
Bridgewater College 1982 — 1986
BS, Business Administration
EXL November 2011 - Present
Genworth Financial October 2006 - November 2011
Virginia House of Delegates January 2006 - June 2006
Special Olympics August 2005 - January 2006
Advantus Strategies, LLC November 2003 - July 2005
William Mullens December 2001 - November 2003
Virginia Office of the Governor January 1998 - December 2001
Virginia Office of the Attorney General January 1994 - January 1998
Law Office of William H. Hurd June 1989 - June 1993
Metmor Financial July 1986 - June 1989
Skills
Policy, Public Speaking, Team Building, Leadership, Customer Service, Strategic Planning, Process Improvement, Legislative Relations, Budgets, Business Development, Government
Education
Virginia Commonwealth University 1990 — 1992
Therapeutic Recreation
Bridgewater College 1982 — 1986
BS, Business Administration
William Orr (Open Networker)'s Genworth Financial Experience May 2005 - November 2007
Job Insurance Agent at Northstar Network Ins. Agency, Inc.
Industry Insurance
Experience
Northstar Network Insurance Agency, Inc. April 2010 - Present
California Long Term Care Insurance Services, Inc. November 2007 - April 2010
Genworth Financial May 2005 - November 2007
CUNA Mutual Insurance Group August 1987 - November 1998
Skills
Annuities, Financial Planning, Term Life Insurance, Long Term Care Insurance, Life Insurance, Insurance, Disability Insurance, Universal Life, Whole Life, Retirement Planning, Permanent Life Insurance, Long-term Care, Strategic Financial..., Retirement, Investments, 401k, Financial Planners, Employee Benefits, Small Business, Financial Risk, Fixed Annuities, Underwriting, Marketing, Sales, Communication, Customer Satisfaction, Credit Unions, Social Media, Social Networking, Microsoft Office, Proofreading, Risk Management, Investment Strategies, Senior Services, Active Listening, Technical Writing, Adult Education, Common Sense, Renewable Energy, Artistic Eye, Finance, Training, Estate Planning, Brokers, Financial Advisory, Financial Services, Property & Casualty..., Legal Liability, General Insurance, Critical Illness...
Education
California State University-Hayward
Bachelor of Arts (B.A.), Environmental Studies
Laney College
Associate's degree, Electronics Technology
College of Alameda
No degree, but was a math major.
Northstar Network Insurance Agency, Inc. April 2010 - Present
California Long Term Care Insurance Services, Inc. November 2007 - April 2010
Genworth Financial May 2005 - November 2007
CUNA Mutual Insurance Group August 1987 - November 1998
Skills
Annuities, Financial Planning, Term Life Insurance, Long Term Care Insurance, Life Insurance, Insurance, Disability Insurance, Universal Life, Whole Life, Retirement Planning, Permanent Life Insurance, Long-term Care, Strategic Financial..., Retirement, Investments, 401k, Financial Planners, Employee Benefits, Small Business, Financial Risk, Fixed Annuities, Underwriting, Marketing, Sales, Communication, Customer Satisfaction, Credit Unions, Social Media, Social Networking, Microsoft Office, Proofreading, Risk Management, Investment Strategies, Senior Services, Active Listening, Technical Writing, Adult Education, Common Sense, Renewable Energy, Artistic Eye, Finance, Training, Estate Planning, Brokers, Financial Advisory, Financial Services, Property & Casualty..., Legal Liability, General Insurance, Critical Illness...
Education
California State University-Hayward
Bachelor of Arts (B.A.), Environmental Studies
Laney College
Associate's degree, Electronics Technology
College of Alameda
No degree, but was a math major.
Arnold Cottrell's Genworth Financial Experience August 2005 - March 2013
Job Vice President
Industry Insurance
Experience
Argo Group July 2014 - Present
Lincoln Financial Group March 2013 - June 2014
Genworth Financial August 2005 - March 2013
Jackson National Life 2001 - 2005
Jeld-Wen 1999 - 2000
Skills
Tax, Sarbanes-Oxley Act, Insurance, Corporate Tax, Risk Management, Strategic Financial..., Financial Analysis, Internal Controls, Accounting, Financial Services, Financial Reporting, Financial Modeling, Finance
Education
Brigham Young University 1981 — 1985
MAster of Accountancy
Argo Group July 2014 - Present
Lincoln Financial Group March 2013 - June 2014
Genworth Financial August 2005 - March 2013
Jackson National Life 2001 - 2005
Jeld-Wen 1999 - 2000
Skills
Tax, Sarbanes-Oxley Act, Insurance, Corporate Tax, Risk Management, Strategic Financial..., Financial Analysis, Internal Controls, Accounting, Financial Services, Financial Reporting, Financial Modeling, Finance
Education
Brigham Young University 1981 — 1985
MAster of Accountancy
Luke LaPray's Genworth Financial Experience September 2005 - April 2007
Job Insurance Consultant
Industry Insurance
Experience
FirstWest January 2012 - Present
Meritain Health April 2007 - January 2012
Genworth Financial September 2005 - April 2007
Ebix June 2004 - September 2005
The Standard June 2002 - May 2004
Sun Life Financial June 2000 - May 2002
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Brokers, Underwriting, Self-funded, COBRA, Managed Care, Life Insurance, Reinsurance, Term Life Insurance, Medicare, Claim
Education
Brigham Young University 1997 — 2000
Bachelor's degree, Finance
FirstWest January 2012 - Present
Meritain Health April 2007 - January 2012
Genworth Financial September 2005 - April 2007
Ebix June 2004 - September 2005
The Standard June 2002 - May 2004
Sun Life Financial June 2000 - May 2002
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Brokers, Underwriting, Self-funded, COBRA, Managed Care, Life Insurance, Reinsurance, Term Life Insurance, Medicare, Claim
Education
Brigham Young University 1997 — 2000
Bachelor's degree, Finance
Jessica Johnson's Genworth Financial Experience 2004 - 2006
Job Senior Associate at Mercer
Industry Insurance
Experience
Mercer February 2013 - Present
The Bostonian Group March 2008 - Present
PartnersFinancial Insurance Agency, Inc. January 2007 - March 2008
Genworth Financial 2004 - 2006
Skills
Employee Benefits
Education
University of Hartford 2005 — 2007
MBA
Bryant University 2000 — 2004
Mercer February 2013 - Present
The Bostonian Group March 2008 - Present
PartnersFinancial Insurance Agency, Inc. January 2007 - March 2008
Genworth Financial 2004 - 2006
Skills
Employee Benefits
Education
University of Hartford 2005 — 2007
MBA
Bryant University 2000 — 2004
Vivek Kanagaraj's Genworth Financial Experience February 2007 - Present
Job Business Analyst at Genworth Financial
Industry Financial Services
Experience
Baker & Hostetler LLP July 2007 - Present
Genworth Financial February 2007 - Present
Humana April 2006 - May 2007
Clorox 2006 - 2007
Pelco 2006 - 2007
Visteon 2005 - 2007
Adobe Systems 2004 - 2007
Flextronics 2004 - 2007
Biomet, Inc 2000 - 2007
NVIDIA February 2006 - July 2006
Education
Boston University School of Medicine 2001 — 2005
2005
Baker & Hostetler LLP July 2007 - Present
Genworth Financial February 2007 - Present
Humana April 2006 - May 2007
Clorox 2006 - 2007
Pelco 2006 - 2007
Visteon 2005 - 2007
Adobe Systems 2004 - 2007
Flextronics 2004 - 2007
Biomet, Inc 2000 - 2007
NVIDIA February 2006 - July 2006
Education
Boston University School of Medicine 2001 — 2005
2005
Javan Lewis's Genworth Financial Experience May 2008 - December 2013
Job Software Engineer II at AssetMark
Industry Information Technology and Services
Experience
AssetMark January 2014 - Present
Genworth Financial May 2008 - December 2013
Wells Fargo October 2006 - December 2007
Devuture December 2005 - September 2006
J.D. Power and Associates September 2001 - December 2005
NS Consulting March 2000 - September 2001
VisionOne December 1998 - February 2000
Skills
Agile Methodologies, SDLC, SQL, Databases, Database Design, Data Modeling, Business Intelligence, Data Warehousing, OLAP, ETL, Microsoft SQL Server, SSIS, SSRS, SSAS 2008, Powershell, Active Directory, Red Hat Linux, MySQL, Oracle, T-SQL, PL/SQL, SQL Tuning
Education
California State University, Fresno 1995 — 1999
AssetMark January 2014 - Present
Genworth Financial May 2008 - December 2013
Wells Fargo October 2006 - December 2007
Devuture December 2005 - September 2006
J.D. Power and Associates September 2001 - December 2005
NS Consulting March 2000 - September 2001
VisionOne December 1998 - February 2000
Skills
Agile Methodologies, SDLC, SQL, Databases, Database Design, Data Modeling, Business Intelligence, Data Warehousing, OLAP, ETL, Microsoft SQL Server, SSIS, SSRS, SSAS 2008, Powershell, Active Directory, Red Hat Linux, MySQL, Oracle, T-SQL, PL/SQL, SQL Tuning
Education
California State University, Fresno 1995 — 1999
Sue Schoch's Genworth Financial Experience 2001 - 2007
Job VP Dental & Vision Product at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2014 - Present
Sun Life Financial March 2013 - May 2014
Sun Life Financial April 2010 - March 2013
Sun Life Financial May 2007 - April 2010
Genworth Financial 2001 - 2007
Phoenix Home Life 1985 - 2001
MetLife September 1982 - September 1985
Skills
Insurance, Employee Benefits, Reinsurance, Life Insurance, Actuarial Science, Product Development, Health Insurance, Risk Management, Underwriting, Disability Insurance, Process Improvement, Management, Leadership, Claim, Term Life Insurance, Financial Services, Investments
Education
Bryn Mawr College 1979 — 1982
BA, Mathematics
Sun Life Financial May 2014 - Present
Sun Life Financial March 2013 - May 2014
Sun Life Financial April 2010 - March 2013
Sun Life Financial May 2007 - April 2010
Genworth Financial 2001 - 2007
Phoenix Home Life 1985 - 2001
MetLife September 1982 - September 1985
Skills
Insurance, Employee Benefits, Reinsurance, Life Insurance, Actuarial Science, Product Development, Health Insurance, Risk Management, Underwriting, Disability Insurance, Process Improvement, Management, Leadership, Claim, Term Life Insurance, Financial Services, Investments
Education
Bryn Mawr College 1979 — 1982
BA, Mathematics
Roy Kuramoto's Genworth Financial Experience August 1997 - January 2010
Job Regional Relationship Manager at Assetmark, Inc.
Industry Financial Services
Experience
Assetmark Trust Company January 2010 - Present
Genworth Financial August 1997 - January 2010
Skills
Mutual Funds
Education
California State University-Los Angeles 1994 — 1996
Bachelor of Science (BS), Finance
Glendale Community College 1990 — 1996
Associate of Arts (AA), Business Administration
Assetmark Trust Company January 2010 - Present
Genworth Financial August 1997 - January 2010
Skills
Mutual Funds
Education
California State University-Los Angeles 1994 — 1996
Bachelor of Science (BS), Finance
Glendale Community College 1990 — 1996
Associate of Arts (AA), Business Administration
Justin Westcott's Genworth Financial Experience March 2009 - June 2011
Job Assistant Vice President Financial Planning & Analysis at Kemper (formerly Unitrin)
Industry Insurance
Experience
Kemper Corporation June 2011 - Present
Genworth Financial March 2009 - June 2011
Genworth Financial March 2008 - February 2009
Genworth Financial September 2007 - March 2008
Genworth Financial September 2006 - September 2007
Genworth Financial August 2005 - September 2006
GE July 2003 - August 2005
Skills
Financial Analysis, Strategic Financial..., Finance, Auditing, Process Improvement, Business Process..., Business Analysis, Financial Modeling, Insurance, Risk Management, Leadership, Analysis
Education
Boston College 1999 — 2003
Bachelor's degree, Finance
Kemper Corporation June 2011 - Present
Genworth Financial March 2009 - June 2011
Genworth Financial March 2008 - February 2009
Genworth Financial September 2007 - March 2008
Genworth Financial September 2006 - September 2007
Genworth Financial August 2005 - September 2006
GE July 2003 - August 2005
Skills
Financial Analysis, Strategic Financial..., Finance, Auditing, Process Improvement, Business Process..., Business Analysis, Financial Modeling, Insurance, Risk Management, Leadership, Analysis
Education
Boston College 1999 — 2003
Bachelor's degree, Finance
Jeff Dagenbach's Genworth Financial Experience Senior Benefit AnalystGeneral electricMay 1999 - May 2003
Job Senior Benefit Analyst at Genworth Financial
Industry Insurance
Experience
Genworth Financial Senior Benefit AnalystGeneral electricMay 1999 - May 2003
Education
California State University-East Bay 1986 — 1988
Genworth Financial Senior Benefit AnalystGeneral electricMay 1999 - May 2003
Education
California State University-East Bay 1986 — 1988
Steven Sands's Genworth Financial Experience January 2010 - 2012
Job Digital Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2013 - Present
Open to New Opportunities 2012 - Present
Genworth Financial January 2010 - 2012
California Casualty Management Company August 1999 - January 2010
California Casualty Management Company January 1992 - August 1999
Skills
Analytics, Online Marketing, Social Media, Marketing Strategy, Lead Generation, Product Management, eCommerce, SEO/SEM, Digital Strategy, Team Leadership, Customer Retention, Traffic Generation, Digital Project..., Online Marketplace, Web Marketing, Web Marketing Strategy, Financial Services, Property & Casualty..., E-commerce, E-commerce Consulting, Business Technology, Business Technology..., Online Platforms, Business Strategy, Web Analytics..., Web Project Management, New Business Development, Web Design, Website Development, Brand Management, Online Campaign..., IT Strategy, IT Solutions, Systems Management, Brand Positioning..., Mobile Technology, E-commerce SEO, Promotions, Social Media Marketing, Pipeline Management, Cross Media Marketing, Cross-functional Team..., Web Traffic, Online Lead Generation, Business Expansion, Executive Level..., New Vendor Development, Transformational..., Strategic Growth..., Technical Leadership
Education
California State University-East Bay 1973 — 1975
Bachelor of Science, Biology
Wells Fargo February 2013 - Present
Open to New Opportunities 2012 - Present
Genworth Financial January 2010 - 2012
California Casualty Management Company August 1999 - January 2010
California Casualty Management Company January 1992 - August 1999
Skills
Analytics, Online Marketing, Social Media, Marketing Strategy, Lead Generation, Product Management, eCommerce, SEO/SEM, Digital Strategy, Team Leadership, Customer Retention, Traffic Generation, Digital Project..., Online Marketplace, Web Marketing, Web Marketing Strategy, Financial Services, Property & Casualty..., E-commerce, E-commerce Consulting, Business Technology, Business Technology..., Online Platforms, Business Strategy, Web Analytics..., Web Project Management, New Business Development, Web Design, Website Development, Brand Management, Online Campaign..., IT Strategy, IT Solutions, Systems Management, Brand Positioning..., Mobile Technology, E-commerce SEO, Promotions, Social Media Marketing, Pipeline Management, Cross Media Marketing, Cross-functional Team..., Web Traffic, Online Lead Generation, Business Expansion, Executive Level..., New Vendor Development, Transformational..., Strategic Growth..., Technical Leadership
Education
California State University-East Bay 1973 — 1975
Bachelor of Science, Biology
Daniel Schmid's Genworth Financial Experience 2003 - 2007
Job Vice President Market Leader, Western U.S.
Industry Insurance
Experience
Sun Life Financial February 2014 - Present
Sun Life Financial 2007 - January 2014
Genworth Financial 2003 - 2007
Phoenix Home Life 1994 - 2004
Skills
Disability Insurance, Insurance, Underwriting, Health Insurance, Fixed Annuities, Term Life Insurance, Brokers, Risk Management, Leadership, Employee Benefits, Management, Long-term Care, Sales, Life Insurance, Health Savings Accounts
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Sun Life Financial February 2014 - Present
Sun Life Financial 2007 - January 2014
Genworth Financial 2003 - 2007
Phoenix Home Life 1994 - 2004
Skills
Disability Insurance, Insurance, Underwriting, Health Insurance, Fixed Annuities, Term Life Insurance, Brokers, Risk Management, Leadership, Employee Benefits, Management, Long-term Care, Sales, Life Insurance, Health Savings Accounts
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Beth G. Oparowski's Genworth Financial Experience April 2010 - July 2011
Job Senior Level Customer Service Professional
Industry Insurance
Experience
Genworth Financial April 2010 - July 2011
Genworth Financial March 2006 - October 2009
World Access 2005 - 2006
Starbucks Coffee Company October 2003 - July 2005
Wake Forest University August 2002 - May 2003
Education
Wake Forest University 2002 — 2003
1st yr of 2 yr MA, Psychology
Butler University 1998 — 2002
BA, Psychology
Genworth Financial April 2010 - July 2011
Genworth Financial March 2006 - October 2009
World Access 2005 - 2006
Starbucks Coffee Company October 2003 - July 2005
Wake Forest University August 2002 - May 2003
Education
Wake Forest University 2002 — 2003
1st yr of 2 yr MA, Psychology
Butler University 1998 — 2002
BA, Psychology
Hratch Safarian's Genworth Financial Experience April 2011 - January 2014
Job Sr. Deskside Support Engineer
Industry Public Relations and Communications
Experience
Warner/Chappell Music July 2014 - December 2014
Genworth Financial April 2011 - January 2014
Porter Novelli July 2008 - May 2010
Fox Interactive Media July 2005 - February 2008
Skills
Servers, Windows Server, Active Directory, XP, Windows 7, XP, server..., Exchange 2010, MAC OSX,...
Education
University of Phoenix 2003 — 2005
Bachelor's degree, Computer Science
California State University-Northridge 1991 — 1993
Economics
Warner/Chappell Music July 2014 - December 2014
Genworth Financial April 2011 - January 2014
Porter Novelli July 2008 - May 2010
Fox Interactive Media July 2005 - February 2008
Skills
Servers, Windows Server, Active Directory, XP, Windows 7, XP, server..., Exchange 2010, MAC OSX,...
Education
University of Phoenix 2003 — 2005
Bachelor's degree, Computer Science
California State University-Northridge 1991 — 1993
Economics
Deborah Western's Genworth Financial Experience January 2009 - Present
Job IT Solutions Project Manager at Genworth Financial
Industry Insurance
Experience
Genworth Financial January 2009 - Present
Home Beneficial Life Insurance 1983 - 1997
Skills
SDLC, Insurance, Business Analysis, Process Improvement, Requirements Analysis, Requirements Gathering, Mainframe, Business Process..., Change Management, IT Management, Project Management
Education
Bridgewater College 1979 — 1983
BS, Mathematics
Genworth Financial January 2009 - Present
Home Beneficial Life Insurance 1983 - 1997
Skills
SDLC, Insurance, Business Analysis, Process Improvement, Requirements Analysis, Requirements Gathering, Mainframe, Business Process..., Change Management, IT Management, Project Management
Education
Bridgewater College 1979 — 1983
BS, Mathematics
Nikki Williams, CLTC's Genworth Financial Experience June 2011 - January 2013
Job Regional Sales Specialist at Prudential
Industry Financial Services
Experience
Prudential Financial December 2014 - Present
Edward Jones April 2014 - November 2014
Genworth Financial June 2011 - January 2013
St. John the Evangelist School August 2009 - August 2010
Invesco Aim 2001 - 2002
American Skandia 2000 - 2001
Chase 1999 - 2000
American Skandia 1997 - 1999
Skills
Long-term Care, Retirement Planning, Mutual Funds, Asset Allocation, Insurance, Public Relations, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, IRAs, Series 7, Series 66
Education
Boston College - Carroll School of Management 1993 — 1997
BS, Economics
Prudential Financial December 2014 - Present
Edward Jones April 2014 - November 2014
Genworth Financial June 2011 - January 2013
St. John the Evangelist School August 2009 - August 2010
Invesco Aim 2001 - 2002
American Skandia 2000 - 2001
Chase 1999 - 2000
American Skandia 1997 - 1999
Skills
Long-term Care, Retirement Planning, Mutual Funds, Asset Allocation, Insurance, Public Relations, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, IRAs, Series 7, Series 66
Education
Boston College - Carroll School of Management 1993 — 1997
BS, Economics
Chris Nakaishi's Genworth Financial Experience September 2003 - July 2007
Job Assistant Sales Manager at Reliance Standard
Industry Insurance
Experience
Reliance Standard January 2015 - Present
Reliance Standard Life August 2007 - Present
Genworth Financial September 2003 - July 2007
Great-West Life and Annuity Insurance Company 1994 - 2003
Skills
Disability Insurance, Employee Benefits, Life & Health Insurance..., Health Savings Accounts, Life Insurance, ERISA, Health Insurance, Brokers, Sales, Long-term Care, Term Life Insurance, Insurance, Property & Casualty..., Underwriting, COBRA, Group Insurance, Health Care Reform, Accident
Education
California Polytechnic State University-San Luis Obispo 1992 — 1994
BS, Business Administration
Reliance Standard January 2015 - Present
Reliance Standard Life August 2007 - Present
Genworth Financial September 2003 - July 2007
Great-West Life and Annuity Insurance Company 1994 - 2003
Skills
Disability Insurance, Employee Benefits, Life & Health Insurance..., Health Savings Accounts, Life Insurance, ERISA, Health Insurance, Brokers, Sales, Long-term Care, Term Life Insurance, Insurance, Property & Casualty..., Underwriting, COBRA, Group Insurance, Health Care Reform, Accident
Education
California Polytechnic State University-San Luis Obispo 1992 — 1994
BS, Business Administration
Chi-Ping Wang's Genworth Financial Experience April 2012 - July 2013
Job Actuary Valuation and Modeling at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group September 2013 - Present
Genworth Financial April 2012 - July 2013
Genworth Financial September 2008 - March 2012
Genworth Financial August 2007 - August 2008
Sun Life Financial January 2000 - July 2007
Manulife Financial 1999 - 1999
Skills
Actuarial, Actuarial Science, Valuation, Reserving, Insurance, Pricing, Reinsurance, Embedded Value, ALM, Fixed Annuities, Solvency II, GGY Axis, Economic Capital, Prophet
Education
Boston University 1998 — 1999
Master's degree, Actuarial Science
MassMutual Financial Group September 2013 - Present
Genworth Financial April 2012 - July 2013
Genworth Financial September 2008 - March 2012
Genworth Financial August 2007 - August 2008
Sun Life Financial January 2000 - July 2007
Manulife Financial 1999 - 1999
Skills
Actuarial, Actuarial Science, Valuation, Reserving, Insurance, Pricing, Reinsurance, Embedded Value, ALM, Fixed Annuities, Solvency II, GGY Axis, Economic Capital, Prophet
Education
Boston University 1998 — 1999
Master's degree, Actuarial Science
Pascal Zandt's Genworth Financial Experience October 2008 - November 2010
Job Independent Insurance Agent
Industry Insurance
Experience
Provident Insurance Service March 2004 - Present
Genworth Financial October 2008 - November 2010
GE Capital January 2002 - February 2004
Skills
Whole Life, Small Business, Permanent Life Insurance, Medicare Part D, Indexed Annuities, Employee Benefits, Wealth Management, Life Insurance, Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Annuity Sales, Life & Health Insurance..., Investments, Health Insurance, Retirement Planning, Medicare Supplements, Medicare Advantage Plans, Universal Life, Social Security Planning, Retirement, Sales
Education
California State University-Long Beach
Bachelor of Arts (B.A.), Economics
Provident Insurance Service March 2004 - Present
Genworth Financial October 2008 - November 2010
GE Capital January 2002 - February 2004
Skills
Whole Life, Small Business, Permanent Life Insurance, Medicare Part D, Indexed Annuities, Employee Benefits, Wealth Management, Life Insurance, Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Annuity Sales, Life & Health Insurance..., Investments, Health Insurance, Retirement Planning, Medicare Supplements, Medicare Advantage Plans, Universal Life, Social Security Planning, Retirement, Sales
Education
California State University-Long Beach
Bachelor of Arts (B.A.), Economics
Christine Czauski's Genworth Financial Experience January 2005 - December 2005
Job IT Project Administrator II at Horizon Blue Cross Blue Shield of New Jersey
Industry Information Technology and Services
Experience
Horizon Blue Cross Blue Shield of New Jersey June 2011 - Present
NJ Department of Labor and Workforce January 2009 - May 2011
Merrill Lynch August 2006 - May 2008
Merrill Lynch November 2005 - July 2006
Genworth Financial January 2005 - December 2005
Metropolitan Life Insurance Company October 2004 - December 2004
Lucent Technologies May 2000 - December 2003
Lucent Technologies April 1998 - May 2000
Skills
MS Suite 2010, MS Project 2010, Lotus Notes, Planview, ClearQuest, SharePoint, WebEx, Internet Explorer, Project Management, Business Intelligence, Business Process, Visio, PMP, Data Center, Analysis, CRM, Software Documentation, Disaster Recovery, Quality Assurance, IT Service Management, Management, Project Planning
Education
Brookdale Community College 2009 — 2009
PM Certificate, Project Management
University of Pittsburgh 1977 — 1979
Masters Degree, Slavic Languages and Literatures
Jagiellonian University 1970 — 1971
Certificate, Polish and Russian
University of Pittsburgh 1965 — 1970
BA, Slavic Lanaguages and Literatures
Horizon Blue Cross Blue Shield of New Jersey June 2011 - Present
NJ Department of Labor and Workforce January 2009 - May 2011
Merrill Lynch August 2006 - May 2008
Merrill Lynch November 2005 - July 2006
Genworth Financial January 2005 - December 2005
Metropolitan Life Insurance Company October 2004 - December 2004
Lucent Technologies May 2000 - December 2003
Lucent Technologies April 1998 - May 2000
Skills
MS Suite 2010, MS Project 2010, Lotus Notes, Planview, ClearQuest, SharePoint, WebEx, Internet Explorer, Project Management, Business Intelligence, Business Process, Visio, PMP, Data Center, Analysis, CRM, Software Documentation, Disaster Recovery, Quality Assurance, IT Service Management, Management, Project Planning
Education
Brookdale Community College 2009 — 2009
PM Certificate, Project Management
University of Pittsburgh 1977 — 1979
Masters Degree, Slavic Languages and Literatures
Jagiellonian University 1970 — 1971
Certificate, Polish and Russian
University of Pittsburgh 1965 — 1970
BA, Slavic Lanaguages and Literatures
Paul Pascual's Genworth Financial Experience January 2006 - January 2009
Job Senior Health Plans Manager at Applied General Agency
Industry Insurance
Experience
Applied General Agency January 2009 - Present
Genworth Financial January 2006 - January 2009
Allianz Life January 2001 - January 2006
Pacific Life January 2000 - January 2001
WM FINANCIAL January 1999 - January 2000
Skills
Fixed Annuities, Series 6, Variable Annuities, Long-term Care, Series 63, Insurance, Mutual Funds, Life Insurance, Term Life Insurance, Retirement, Employee Benefits, CRM, Selling, Medicare, Health Insurance, Brokers, Health Savings Accounts, Retirement Planning, Disability Insurance, 401k
Education
California State University
B.A, Economics
California State University-Fullerton
BA, Economics
Applied General Agency January 2009 - Present
Genworth Financial January 2006 - January 2009
Allianz Life January 2001 - January 2006
Pacific Life January 2000 - January 2001
WM FINANCIAL January 1999 - January 2000
Skills
Fixed Annuities, Series 6, Variable Annuities, Long-term Care, Series 63, Insurance, Mutual Funds, Life Insurance, Term Life Insurance, Retirement, Employee Benefits, CRM, Selling, Medicare, Health Insurance, Brokers, Health Savings Accounts, Retirement Planning, Disability Insurance, 401k
Education
California State University
B.A, Economics
California State University-Fullerton
BA, Economics
Estelle Simsolo's Genworth Financial Experience 2007 - March 2012
Job Fixed Income Investment Professional, expert in Portfolio Management of Private Placement Debt Securities
Industry Investment Management
Experience
Private Placement Investments 2012 - Present
Genworth Financial 2007 - March 2012
TIAA-CREF 1998 - 2006
TIAA-CREF 1987 - 1997
Skills
Private Placements, Fixed Income, Debt, Credit Analysis, Debt Restructuring, Portfolio Management, Mezzanine, Project Finance, Private Equity, Bloomberg, Capital IQ, BlackRock Aladdin, Investments, Financial Structuring, Loans, Mergers & Acquisitions, Asset Allocation, Investment Banking, Investment Management, Capital Markets, Bonds, Structured Finance, Bankruptcy
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Brandeis University
B.A., Psychology
Private Placement Investments 2012 - Present
Genworth Financial 2007 - March 2012
TIAA-CREF 1998 - 2006
TIAA-CREF 1987 - 1997
Skills
Private Placements, Fixed Income, Debt, Credit Analysis, Debt Restructuring, Portfolio Management, Mezzanine, Project Finance, Private Equity, Bloomberg, Capital IQ, BlackRock Aladdin, Investments, Financial Structuring, Loans, Mergers & Acquisitions, Asset Allocation, Investment Banking, Investment Management, Capital Markets, Bonds, Structured Finance, Bankruptcy
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Brandeis University
B.A., Psychology
Jeffrey Christensen's Genworth Financial Experience March 2008 - July 2012
Job Regional Vice President, Life Sales at American General Life Companies
Industry Insurance
Experience
American General Life Companies August 2012 - Present
Genworth Financial March 2008 - July 2012
LifeStar Financial Network March 2006 - March 2008
WJ Christensen Enterprises August 2002 - March 2006
BISYS February 1998 - September 2002
Skills
Fixed Annuities, Term Life Insurance, Life Insurance, Insurance, Long-term Care, Retirement Planning, Universal Life, Retirement, Underwriting, Strategic Financial..., Sales, Financial Planning, Long Term Care Insurance
Education
Brigham Young University 1989 — 2004
International Relations, International Relations, Portuguese
American General Life Companies August 2012 - Present
Genworth Financial March 2008 - July 2012
LifeStar Financial Network March 2006 - March 2008
WJ Christensen Enterprises August 2002 - March 2006
BISYS February 1998 - September 2002
Skills
Fixed Annuities, Term Life Insurance, Life Insurance, Insurance, Long-term Care, Retirement Planning, Universal Life, Retirement, Underwriting, Strategic Financial..., Sales, Financial Planning, Long Term Care Insurance
Education
Brigham Young University 1989 — 2004
International Relations, International Relations, Portuguese
Lennard Burres's Genworth Financial Experience 2004 - 2009
Job Market Conduct Professional
Industry Government Administration
Experience
State of Nevada, Sec'y of State, Securities Divn. 2011 - Present
Genworth Financial 2004 - 2009
MetLife 2002 - 2004
The Nautilus Group 1996 - 2001
New York Life 1994 - 2001
New York Life 1990 - 1994
New York Life 1984 - 1990
Skills
Certified Fraud Examiner
Education
Boston University 1963 — 1970
B.Sc., Business
State of Nevada, Sec'y of State, Securities Divn. 2011 - Present
Genworth Financial 2004 - 2009
MetLife 2002 - 2004
The Nautilus Group 1996 - 2001
New York Life 1994 - 2001
New York Life 1990 - 1994
New York Life 1984 - 1990
Skills
Certified Fraud Examiner
Education
Boston University 1963 — 1970
B.Sc., Business
Eric Skaar's Genworth Financial Experience June 2005 - January 2015
Job Independent Insurance Agent at Eric Skaar Insurance Services
Industry Insurance
Experience
Eric Skaar Insurance Services January 2015 - Present
Genworth Financial June 2005 - January 2015
Skills
Long-term Care, Strategic Financial..., Long Term Care Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Insurance, Universal Life, Life Insurance, Retirement Planning, Underwriting, Whole Life, Retirement, IRAs, Health Insurance, Medicare, Investments, Employee Benefits, 401k, Estate Planning, Sales, Strategic Planning, Financial Planning
Education
California State University-Long Beach - College of Business Administration 1987 — 1992
BS, Marketing, Economics
Eric Skaar Insurance Services January 2015 - Present
Genworth Financial June 2005 - January 2015
Skills
Long-term Care, Strategic Financial..., Long Term Care Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Insurance, Universal Life, Life Insurance, Retirement Planning, Underwriting, Whole Life, Retirement, IRAs, Health Insurance, Medicare, Investments, Employee Benefits, 401k, Estate Planning, Sales, Strategic Planning, Financial Planning
Education
California State University-Long Beach - College of Business Administration 1987 — 1992
BS, Marketing, Economics
JennMarie Barber's Genworth Financial Experience April 2010 - September 2012
Job Operations Manager
Industry Financial Services
Experience
Liberty Home Equity Solutions Inc September 2012 - Present
Genworth Financial April 2010 - September 2012
Genworth Financial February 2009 - April 2010
Genworth Financial September 2006 - February 2009
Genworth Financial August 2005 - September 2006
The Golden 1 Credit Union May 2005 - August 2005
The Golden 1 Credit Union September 1997 - May 2005
Skills
Mortgage Lending, Risk Management, Customer Service, Salesforce.com, Reverse Mortgages, Mortgage Underwriting, Credit, Loans
Education
California State University-Sacramento 2002 — 2005
Bachelor of Science, Business Administration, Finance
Sacramento City College 1996 — 2002
Associates of Arts, Social Sciences
Liberty Home Equity Solutions Inc September 2012 - Present
Genworth Financial April 2010 - September 2012
Genworth Financial February 2009 - April 2010
Genworth Financial September 2006 - February 2009
Genworth Financial August 2005 - September 2006
The Golden 1 Credit Union May 2005 - August 2005
The Golden 1 Credit Union September 1997 - May 2005
Skills
Mortgage Lending, Risk Management, Customer Service, Salesforce.com, Reverse Mortgages, Mortgage Underwriting, Credit, Loans
Education
California State University-Sacramento 2002 — 2005
Bachelor of Science, Business Administration, Finance
Sacramento City College 1996 — 2002
Associates of Arts, Social Sciences
Gerald Hart's Genworth Financial Experience May 2005 - February 2009
Job Executive Distribution of Financial Services
Industry Financial Services
Experience
Genworth Financial May 2005 - February 2009
New England Financial March 1999 - June 2004
New England Financial January 1992 - March 1999
Skills
Recruiting, Fixed Annuities, Leadership, Organizational..., Training, Employee Benefits, Management, Insurance, Coaching, Disability Insurance, Estate Planning, Life Insurance
Education
Framingham State University 1971 — 1976
MA, Guidance & Counseling
Brown University 1967 — 1971
BA, Political Science
Genworth Financial May 2005 - February 2009
New England Financial March 1999 - June 2004
New England Financial January 1992 - March 1999
Skills
Recruiting, Fixed Annuities, Leadership, Organizational..., Training, Employee Benefits, Management, Insurance, Coaching, Disability Insurance, Estate Planning, Life Insurance
Education
Framingham State University 1971 — 1976
MA, Guidance & Counseling
Brown University 1967 — 1971
BA, Political Science
Janelle Bell's Genworth Financial Experience 2006 - Present
Job Sr IT Systems Analyst at Genworth Financial
Industry Information Technology and Services
Experience
Genworth Financial 2006 - Present
Computer Sciences Corporation 2000 - 2006
Conseco servcies 1997 - 2000
US Life Systems 1990 - 1997
Westvaco 1987 - 1990
Skills
VSAM, Requirements Analysis, Business Requirements, Process Improvement, SDLC, Leadership, Business Analysis, Program Management, Insurance, Data Analysis, COBOL, Public Speaking, Microsoft Office, Project Management
Education
Buena Vista University 1985 — 1986
Bachelors, Computer Science / Business
American Institute of Business 1979 — 1981
Associates, Computer Programming / Accounting
Genworth Financial 2006 - Present
Computer Sciences Corporation 2000 - 2006
Conseco servcies 1997 - 2000
US Life Systems 1990 - 1997
Westvaco 1987 - 1990
Skills
VSAM, Requirements Analysis, Business Requirements, Process Improvement, SDLC, Leadership, Business Analysis, Program Management, Insurance, Data Analysis, COBOL, Public Speaking, Microsoft Office, Project Management
Education
Buena Vista University 1985 — 1986
Bachelors, Computer Science / Business
American Institute of Business 1979 — 1981
Associates, Computer Programming / Accounting
Stasia Andrew's Genworth Financial Experience May 1998 - August 2000
Job Care Coordination Consultant
Industry Hospital & Health Care
Experience
Kaiser Permanente November 2010 - Present
Health Net May 2006 - January 2009
St. Joseph Health System May 2003 - August 2007
Concentra June 2000 - August 2003
Genworth Financial May 1998 - August 2000
UCSF Medical Center May 1984 - November 1995
Skills
Nursing, Healthcare, Inpatient, BLS, Hospitals, Healthcare Management, Patient Safety, EMR, Critical Care, ACLS, Acute Care, Medical/Surgical, Healthcare Information..., Patient Education, EHR
Education
Bradley University 1974 — 1976
Nursing
Assumption High School 1970 — 1974
Kaiser Permanente November 2010 - Present
Health Net May 2006 - January 2009
St. Joseph Health System May 2003 - August 2007
Concentra June 2000 - August 2003
Genworth Financial May 1998 - August 2000
UCSF Medical Center May 1984 - November 1995
Skills
Nursing, Healthcare, Inpatient, BLS, Hospitals, Healthcare Management, Patient Safety, EMR, Critical Care, ACLS, Acute Care, Medical/Surgical, Healthcare Information..., Patient Education, EHR
Education
Bradley University 1974 — 1976
Nursing
Assumption High School 1970 — 1974
Doug Deering CFP®'s Genworth Financial Experience March 2012 - August 2013
Job National Consultant at AssetMark NY/NJ Region
Industry Financial Services
Experience
AssetMark July 2015 - Present
AssetMark March 2012 - June 2015
Genworth Financial March 2012 - August 2013
John Hancock September 2011 - January 2012
Education
Boston College 2007 — 2011
Boston College - Wallace E. Carroll School of Management
Bachelor of Science, Management; Marketing
St. Ignatius College Prep 2003 — 2007
AssetMark July 2015 - Present
AssetMark March 2012 - June 2015
Genworth Financial March 2012 - August 2013
John Hancock September 2011 - January 2012
Education
Boston College 2007 — 2011
Boston College - Wallace E. Carroll School of Management
Bachelor of Science, Management; Marketing
St. Ignatius College Prep 2003 — 2007
Brandon Stoker's Genworth Financial Experience 2007 - 2008
Job V.P. Financial Consultant CFP®
Industry Financial Services
Experience
Charles Schwab 2009 - Present
Country Insurance & Financial Services 2008 - 2009
Genworth Financial 2007 - 2008
Skills
Certified Financial..., Retirement Planning, Retirement, Technical Analysis, Derivatives, Series 7, Series 63, Series 65, Strategic Financial..., Estate Planning, Stocks, ETFs, Mutual Funds, IRAs, Investments, Finance, Financial Analysis, Asset Allocation, Wealth Management, Investment Advisory, Leadership, Financial Modeling, Customer Service
Education
University of California, Los Angeles 2010 — 2011
CFP
Brigham Young University 2002 — 2007
BS, Finance
Charles Schwab 2009 - Present
Country Insurance & Financial Services 2008 - 2009
Genworth Financial 2007 - 2008
Skills
Certified Financial..., Retirement Planning, Retirement, Technical Analysis, Derivatives, Series 7, Series 63, Series 65, Strategic Financial..., Estate Planning, Stocks, ETFs, Mutual Funds, IRAs, Investments, Finance, Financial Analysis, Asset Allocation, Wealth Management, Investment Advisory, Leadership, Financial Modeling, Customer Service
Education
University of California, Los Angeles 2010 — 2011
CFP
Brigham Young University 2002 — 2007
BS, Finance
Rosie Nguyencuu's Genworth Financial Experience April 2004 - March 2007
Job SVP, Repurchase Leader at GE Capital/WMC Mortgage
Industry Financial Services
Experience
GE Capital/WMC Mortgage June 2011 - Present
Bank of America July 2010 - May 2011
GE Capital/WMC Mortgage March 2007 - July 2010
Genworth Financial April 2004 - March 2007
GE Financial Assurance April 2003 - April 2004
GE Financial Assurance January 2002 - April 2003
GE Financial Assurance January 2001 - January 2002
GE Capital Mortgage Services June 1999 - December 2000
GE Capital Mortgage Services June 1998 - June 1999
GE Capital Auto Leasing March 1995 - June 1998
Skills
Six Sigma, Risk Management, Operations Management, Process Improvement, Business Strategy, Strategic Planning, Negotiation, Financial Analysis, Credit Risk, Due Diligence, Credit, Mortgage Lending, Financial Services, Relationship Management, Acquisition Integration, Strategic Sourcing
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, MBA
California State Polytechnic University-Pomona
BS, Finance, Real Estate, and Law
GE Capital/WMC Mortgage June 2011 - Present
Bank of America July 2010 - May 2011
GE Capital/WMC Mortgage March 2007 - July 2010
Genworth Financial April 2004 - March 2007
GE Financial Assurance April 2003 - April 2004
GE Financial Assurance January 2002 - April 2003
GE Financial Assurance January 2001 - January 2002
GE Capital Mortgage Services June 1999 - December 2000
GE Capital Mortgage Services June 1998 - June 1999
GE Capital Auto Leasing March 1995 - June 1998
Skills
Six Sigma, Risk Management, Operations Management, Process Improvement, Business Strategy, Strategic Planning, Negotiation, Financial Analysis, Credit Risk, Due Diligence, Credit, Mortgage Lending, Financial Services, Relationship Management, Acquisition Integration, Strategic Sourcing
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, MBA
California State Polytechnic University-Pomona
BS, Finance, Real Estate, and Law
Michelle Herman's Genworth Financial Experience June 2010 - January 2011
Job Northwest Marketing Director at VALIC
Industry Marketing and Advertising
Experience
VALIC September 2012 - Present
Mikuni Restaurant January 2011 - August 2012
Genworth Financial June 2010 - January 2011
Valic Financial Advisors July 2007 - June 2010
Mikuni Japanese Restaurant Group March 2006 - May 2007
Panhellenic Council January 2005 - December 2005
Office of Admissions, CSU August 2002 - December 2005
Ogilvy Public Relations Worldwide June 2005 - August 2005
Skills
Public Relations, Marketing, Email Marketing
Education
California State University-Chico
Bachelor of Arts, Communication Studies
Deakin University
University Studies Abroad Consortium
VALIC September 2012 - Present
Mikuni Restaurant January 2011 - August 2012
Genworth Financial June 2010 - January 2011
Valic Financial Advisors July 2007 - June 2010
Mikuni Japanese Restaurant Group March 2006 - May 2007
Panhellenic Council January 2005 - December 2005
Office of Admissions, CSU August 2002 - December 2005
Ogilvy Public Relations Worldwide June 2005 - August 2005
Skills
Public Relations, Marketing, Email Marketing
Education
California State University-Chico
Bachelor of Arts, Communication Studies
Deakin University
University Studies Abroad Consortium
John Ptaszynski's Genworth Financial Experience June 2005 - May 2008
Job Director, Chief Life Underwriter at Erie Insurance Group
Industry Insurance
Experience
Erie Insurance Group January 2014 - Present
Forethought Financial Services, Inc. July 2010 - January 2014
National Western Life Insurance Company May 2008 - April 2010
Genworth Financial June 2005 - May 2008
Security Mutual Life October 2004 - May 2005
First Penn Pacific Life Insurance Company July 1980 - April 2003
Kemper Insurance 1979 - 1980
Washington National Insurance Company June 1974 - September 1979
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Reinsurance, Health Insurance, Long-term Care, Actuarial Science, Property & Casualty..., Long Term Care Insurance, Retirement, Employee Benefits, Brokers
Education
Bradley University 1969 — 1974
BS, Mathematics
Erie Insurance Group January 2014 - Present
Forethought Financial Services, Inc. July 2010 - January 2014
National Western Life Insurance Company May 2008 - April 2010
Genworth Financial June 2005 - May 2008
Security Mutual Life October 2004 - May 2005
First Penn Pacific Life Insurance Company July 1980 - April 2003
Kemper Insurance 1979 - 1980
Washington National Insurance Company June 1974 - September 1979
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Reinsurance, Health Insurance, Long-term Care, Actuarial Science, Property & Casualty..., Long Term Care Insurance, Retirement, Employee Benefits, Brokers
Education
Bradley University 1969 — 1974
BS, Mathematics
Cole Corbitt's Genworth Financial Experience October 2003 - July 2009
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - June 2011
Genworth Financial October 2003 - July 2009
Massanutten Military Academy June 2001 - June 2002
Education
Thunderbird School of Global Management 1998 — 2000
MIM, International Marketing Management
Bridgewater College 1992 — 1997
BA, Business Administration, Spanish
Morgan Stanley Smith Barney March 2010 - June 2011
Genworth Financial October 2003 - July 2009
Massanutten Military Academy June 2001 - June 2002
Education
Thunderbird School of Global Management 1998 — 2000
MIM, International Marketing Management
Bridgewater College 1992 — 1997
BA, Business Administration, Spanish
Kathleen Ruane CLU, CLTC, CASL's Genworth Financial Experience 2006 - 2013
Job Independent Insurance Professional
Industry Insurance
Experience
Genworth Financial 2006 - 2013
Education
Bridgewater State College
BS, Mathematics
Rensselaer Hartford Graduate Center Inc
MS, Health Care Management
Genworth Financial 2006 - 2013
Education
Bridgewater State College
BS, Mathematics
Rensselaer Hartford Graduate Center Inc
MS, Health Care Management
Ruben Moskovyan's Genworth Financial Experience November 2004 - October 2006
Job Product Pricing Manager at Bank of America
Industry Banking
Experience
Bank of America September 2013 - Present
Brookside Walk Corporation (HOA) December 2008 - Present
Bank of America April 2012 - August 2013
Bank of America July 2010 - April 2012
WellPoint February 2009 - July 2010
Wells Fargo May 2007 - December 2008
Bank of America October 2006 - April 2007
Genworth Financial November 2004 - October 2006
Bank of America 1997 - 2004
Skills
Automation, SQL, VBScript, Microsoft SQL Server, SharePoint Designer, Analysis, Visio, Process Improvement, Analytics, Six Sigma, Strategy, Business Process, Program Management, Business Analysis, Banking, SharePoint, Investments, Data Analysis, Risk Management, Business Process..., Financial Modeling, Financial Services, Financial Analysis, Loans, Portfolio Management, Vendor Management, Statistical Modeling, Auditing, Financial Reporting, Microsoft Excel, Business Strategy, Databases, Statistical Data..., MySQL, JMP, PL/SQL, Risk Analysis, Risk Modeling, Asset Based Lending, Business Intelligence, Ariba, Accounting, Mortgage Lending, Financial Risk
Education
Woodbury University 2005 — 2007
MBA
California State University-Los Angeles
BS, Finance
Hoover High School
Bank of America September 2013 - Present
Brookside Walk Corporation (HOA) December 2008 - Present
Bank of America April 2012 - August 2013
Bank of America July 2010 - April 2012
WellPoint February 2009 - July 2010
Wells Fargo May 2007 - December 2008
Bank of America October 2006 - April 2007
Genworth Financial November 2004 - October 2006
Bank of America 1997 - 2004
Skills
Automation, SQL, VBScript, Microsoft SQL Server, SharePoint Designer, Analysis, Visio, Process Improvement, Analytics, Six Sigma, Strategy, Business Process, Program Management, Business Analysis, Banking, SharePoint, Investments, Data Analysis, Risk Management, Business Process..., Financial Modeling, Financial Services, Financial Analysis, Loans, Portfolio Management, Vendor Management, Statistical Modeling, Auditing, Financial Reporting, Microsoft Excel, Business Strategy, Databases, Statistical Data..., MySQL, JMP, PL/SQL, Risk Analysis, Risk Modeling, Asset Based Lending, Business Intelligence, Ariba, Accounting, Mortgage Lending, Financial Risk
Education
Woodbury University 2005 — 2007
MBA
California State University-Los Angeles
BS, Finance
Hoover High School
Ariel Martin Smiriglio's Genworth Financial Experience November 2002 - November 2007
Job Tax & Financial Consultant
Industry Accounting
Experience
HD Vest November 2007 - Present
AMS Consulting Group, Inc. December 1991 - Present
Genworth Financial November 2002 - November 2007
AIG American General February 2000 - June 2002
Prudential Financial September 1996 - February 2000
Allied Accounting & Tax Services January 1989 - May 1991
Education
The American College 1997 — 2002
LUTCF, Insurance
California State Polytechnic University-Pomona 1996 — 1998
BS, Accountancy
Mt. San Antonio College 1986 — 1996
AA & AS, Accounting
HD Vest November 2007 - Present
AMS Consulting Group, Inc. December 1991 - Present
Genworth Financial November 2002 - November 2007
AIG American General February 2000 - June 2002
Prudential Financial September 1996 - February 2000
Allied Accounting & Tax Services January 1989 - May 1991
Education
The American College 1997 — 2002
LUTCF, Insurance
California State Polytechnic University-Pomona 1996 — 1998
BS, Accountancy
Mt. San Antonio College 1986 — 1996
AA & AS, Accounting
Andrew Getter's Genworth Financial Experience March 2007 - November 2010
Job Associate Actuary at Humana
Industry Financial Services
Experience
Humana November 2010 - Present
Genworth Financial March 2007 - November 2010
Magnetic Ticket and Label May 1998 - June 2006
TICKET AND LABEL May 1998 - May 2006
Docusystems May 1998 - July 2000
Skills
Analysis, Finance, Data Analysis, Risk Management, Access, Actuarial Science, Process Improvement, Financial Reporting, Accounting, Insurance, Reinsurance, Leadership, Financial Analysis, Life Insurance, SAS, Financial Modeling, Microsoft Excel, VBA, Management, Financial Risk
Education
Tennessee Technological University - College of Business Administration 2005 — 2008
MBA
TENNESSEE TECH UNIVERSITY
Master, Business Administration
Rutgers University-New Brunswick 1991 — 1998
PhD, Physics
RUTGERS UNIVERSITY
Ph.D, Physics
Brown University
Bachelor of Arts (BA) Math and Physics
Humana November 2010 - Present
Genworth Financial March 2007 - November 2010
Magnetic Ticket and Label May 1998 - June 2006
TICKET AND LABEL May 1998 - May 2006
Docusystems May 1998 - July 2000
Skills
Analysis, Finance, Data Analysis, Risk Management, Access, Actuarial Science, Process Improvement, Financial Reporting, Accounting, Insurance, Reinsurance, Leadership, Financial Analysis, Life Insurance, SAS, Financial Modeling, Microsoft Excel, VBA, Management, Financial Risk
Education
Tennessee Technological University - College of Business Administration 2005 — 2008
MBA
TENNESSEE TECH UNIVERSITY
Master, Business Administration
Rutgers University-New Brunswick 1991 — 1998
PhD, Physics
RUTGERS UNIVERSITY
Ph.D, Physics
Brown University
Bachelor of Arts (BA) Math and Physics
Richard Porchia's Genworth Financial Experience January 2007 - March 2008
Job Marketing Sales Cousultant
Industry Internet
Experience
hibu January 2004 - Present
GENWORTH FINANCIAL January 2007 - March 2008
Education
California State University-Northridge 1989 — 1992
Bachelor of Science (B.S.), Accounting and Business/Management
hibu January 2004 - Present
GENWORTH FINANCIAL January 2007 - March 2008
Education
California State University-Northridge 1989 — 1992
Bachelor of Science (B.S.), Accounting and Business/Management
Christopher Wolven's Genworth Financial Experience January 2009 - January 2013
Job Senior Business Analyst at Genworth Financial
Industry Financial Services
Experience
Genworth Financial January 2009 - January 2013
Genworth Financial 2005 - 2013
SNSC 2002 - 2005
Skills
Primavera P6, Microsoft Excel, Security APL, SQL, Microsoft Applications, FINRA Series 6
Education
California Polytechnic State University-San Luis Obispo 2000 — 2002
Bachelor of Science (BS), Business/Managerial Economics concentration in Finance
Humboldt State University 1999 — 2000
Business Administration and Management, General
Genworth Financial January 2009 - January 2013
Genworth Financial 2005 - 2013
SNSC 2002 - 2005
Skills
Primavera P6, Microsoft Excel, Security APL, SQL, Microsoft Applications, FINRA Series 6
Education
California Polytechnic State University-San Luis Obispo 2000 — 2002
Bachelor of Science (BS), Business/Managerial Economics concentration in Finance
Humboldt State University 1999 — 2000
Business Administration and Management, General
James A (Genworth) Wiseman's Genworth Financial Experience
Job SVP ERM Leader at Genworth Financial
Industry Insurance
Experience
Genworth Financial
Education
Boston University 1977 — 1981
Doctor of Philosophy (Ph.D.), Mathematics
Genworth Financial
Education
Boston University 1977 — 1981
Doctor of Philosophy (Ph.D.), Mathematics
Joshua Clancy's Genworth Financial Experience February 2010 - October 2012
Job Account Executive at EquipNet
Industry Pharmaceuticals
Experience
EquipNet July 2015 - Present
Broadridge Financial Solutions September 2013 - June 2015
AssuriCare November 2012 - September 2013
Genworth Financial February 2010 - October 2012
MG Financial May 2007 - January 2010
Putnam Investments June 2005 - May 2006
Skills
Accounting, Health Insurance, Financial Services, Customer Service, Salesforce.com
Education
Bridgewater State University 2003 — 2007
Bachelor of Science, Business Administration and Management
EquipNet July 2015 - Present
Broadridge Financial Solutions September 2013 - June 2015
AssuriCare November 2012 - September 2013
Genworth Financial February 2010 - October 2012
MG Financial May 2007 - January 2010
Putnam Investments June 2005 - May 2006
Skills
Accounting, Health Insurance, Financial Services, Customer Service, Salesforce.com
Education
Bridgewater State University 2003 — 2007
Bachelor of Science, Business Administration and Management
Aaron Reynoso's Genworth Financial Experience June 2013 - August 2013
Job Sr. Enterprise Business Development Representative at Gigya
Industry Marketing and Advertising
Experience
Gigya September 2014 - Present
Genworth Financial June 2013 - August 2013
Skills
Microsoft Excel, Google Adwords, SAP, MS Project, Salesforce.com, Lead Generation, Sales, Team Management, Cold Calling, Public Speaking, Time Management
Education
California State University-Chico
Bachelor of Science (BS), Marketing
Gigya September 2014 - Present
Genworth Financial June 2013 - August 2013
Skills
Microsoft Excel, Google Adwords, SAP, MS Project, Salesforce.com, Lead Generation, Sales, Team Management, Cold Calling, Public Speaking, Time Management
Education
California State University-Chico
Bachelor of Science (BS), Marketing
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO