Jackson National Life
Industry: Insurance company
DescriptionJackson National Life Insurance Company is a U.S. company that offers annuities for retail investors and fixed income products for institutional investors. Jackson subsidiaries and affiliates provide specialized asset management and retail brokerage services. Customer service: 00 1 517-381-5500 Headquarters: Lansing, Michigan, United States Parent organization: Prudential CEO: Michael A. Wells (1 Jan 2011–) Number of employees: 4,800 (2015) Subsidiaries: Curian Capital, LLC,
Jackson National Life List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Jackson National Life. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Jackson National Life Salaries. You can even request information on how much does Jackson National Life pay if you want to. Learn about salaries, pros and cons of working for Jackson National Life directly from the past employees.
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1,483 Jackson National Life employees in database. Find out everything there's to know about Jackson National Life 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.
Jackson National Life Employees
WealthPartners, LLP September 2013 - Present
Jackson April 2013 - September 2013
Jackson National Life October 2012 - April 2013
Jackson National Life June 2012 - October 2012
Merrill Lynch June 2011 - August 2011
Parkway Properties Inc June 2008 - August 2008
Skills
Series 6, Series 63, Analysis, Leadership, Insurance, Salesforce.com, Wealth Management, Securities, Fixed Annuities
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration, Managerial Finance & Banking and Finance
Jackson Preparatory School 2002 — 2008
Think Tech Labs February 2014 - Present
Think Tech Labs January 2013 - February 2014
Jackson National Life January 2010 - January 2013
Skills
Java, Java Enterprise Edition, Salesforce.com, JavaScript, C++, Tomcat, AJAX, DB2, JSF, C#, SQL, Web Services, JSP, .NET, Linux, Apex Programming, RESTful WebServices, jQuery, C, YUI, JBoss Application Server, Axis, Axis2, CXF, Jenkins, Visual Basic, SOAP, Drools, SOQL, SOSL, Visual Force
Education
University of Michigan-Flint
Bachelor of Science (BS), Computer Science
Citi Retail Services - Digital Marketing May 2013 - Present
Discover Financial Services - Card Acquisition Marketing July 2012 - May 2013
Discover Bank April 2011 - July 2012
Discover Personal Loans July 2010 - April 2011
Jackson National Life May 2009 - June 2010
Skills
Digital Marketing..., SQL and SAS Coding, Adobe Marketing Cloud, Adobe Analytics
Education
University of Michigan
Bachelor of Science, Actuarial Mathematics
Wholesaler Assistance 2011 - Present
Performance Assessment, Support, and Tracking (PAST), LLC 2007 - 2011
Jackson National Life 2007 - 2008
Southwest Research Institute 1999 - 2007
Skills
Process Improvement, Project Management, Management, Cross-functional Team..., Organization Skills, Organizational..., Computer Proficiency, Database Administration, Expense Reports, Written Correspondence, Appointment Scheduling, Event Planning, Customer Service, Budgets
Education
University of Phoenix
BS, Business Management
Caverly Consulting March 2014 - Present
Heartland Payment Systems May 2013 - February 2014
Jackson National Life April 2011 - May 2013
Jackson National Life Insurance September 2010 - April 2011
Kraft Foods February 2009 - April 2010
Genesys Athletic Club March 2008 - April 2010
Gordy's July 2002 - July 2009
United States Communication Corporation April 2000 - November 2001
Skills
Quick learner, dedicated, reliable, thinks outside the box, responsible, internal company..., steps up first, Managed Hosting, Program Management
Education
University of Michigan 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Pacific Life January 2006 - Present
Metropolitan Life Insurance Company August 2004 - December 2005
Pacific Life November 1998 - July 2004
Jackson National Life February 1995 - November 1998
Executive Life Insurance Company 1991 - 1994
Skills
VSAM, Insurance, DB2, Requirements Gathering, Software Development, SharePoint, SQL, COBOL, Requirements Analysis, Agile Methodologies, Enterprise Architecture, SDLC, Business Analysis, Software Project..., Process Improvement, Visio, IT Strategy
Education
University of Wisconsin-Oshkosh 1983 — 1985
Computer Science, Math, Statistics
University of Minnesota-Twin Cities 1981 — 1983
Computer Science, Math
Lake Trust Credit Union November 2012 - Present
Jackson National Life October 2008 - November 2012
Bank of America March 2000 - October 2008
Skills
Process Improvement, Customer Service, Call Centers, Financial Services, Leadership, Management, Customer Satisfaction
Education
University of Phoenix 2005 — 2008
Bachelor's degree, Business Management
Pariveda Solutions August 2015 - Present
State Farm January 2014 - May 2015
GE Healthcare June 2014 - August 2014
Krannert Center for the Performing Arts May 2012 - October 2013
Jackson National Life May 2013 - August 2013
Skills
Windows, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Public Speaking, Java, C++, Microsoft Word, Customer Service, Networking, HTML, Team Leadership, Teamwork, Management, Social Networking, Sales, XHTML, SQL, Eclipse, XML, C, OpenCL, Outlook, x86 Assembly, Vim, System Verilog
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's degree, Computer Engineering
Nationwide Financial July 2006 - Present
Jackson National Life 1999 - 2006
Community First National Bamk 1996 - 1999
Commercial Federal Bank 1983 - 1999
Skills
Wealth Management, Retirement Planning, Series 6, Mutual Funds, Series 63, Finance, Fixed Annuities, Retirement, Wealth, Financial Planning, Variable Annuities, Financial Services, 401k, Asset Allocation, Financial Advisory, Insurance, Investments, Separately Managed...
Education
University of Phoenix
Bachelor of Science (B.S.), Business Administration
Lewis & Clark College May 2015 - Present
Sunset High School November 2014 - Present
Show1 Basketball Camps October 2013 - October 2014
Lane Transit District - LTD September 2012 - March 2013
Home Court Construction June 2010 - 2013
Jackson National Life June 2012 - September 2012
Pride of The Lake Basketball Camp June 2008 - June 2011
Skills
Public Relations, Strategic Communications, Press Releases, Corporate Communications, News Writing, Crisis Communications, Strategic Public..., English Literature, Creative Writing, Team Leadership, Technical Writing, English, Basketball Coaching, Youth Programs, American Literature, Folklore, Fishing, Writing, Communication Skills, Construction, Coaching
Education
University of Oregon 2009 — 2013
Transamerica December 2014 - Present
Transamerica November 2012 - Present
Curian Capital November 2008 - November 2012
Jackson National Life September 2006 - November 2008
BankFive September 2003 - August 2006
Putnam Investments March 2003 - November 2003
Putnam Investments September 2002 - February 2003
Putnam Investments September 2001 - September 2002
Skills
Sales, Management, Finance, Series 7, Customer Service, Customer Satisfaction, Series 63, Leadership, Asset Managment, Problem Solving
Education
University of Massachusetts Dartmouth 1999 — 2001
BOK Financial September 2013 - February 2015
Bank of Oklahoma January 2011 - March 2013
Newfield Exploration July 2011 - December 2011
Ameriprise April 2009 - July 2011
Jackson National Life October 2008 - February 2009
Jackson National Life August 2006 - October 2008
Washington Mutual June 2005 - August 2006
Skills
Microsoft Office, Insurance, Series 6, Licensing, Financial Planning, Mutual Funds, Annuities, FINRA Series 6, Series 7, Wholesaling, Alternative Investments, Customer Relations, Outlook, Excel, Word, PowerPoint, Investments, Series 63, Salesforce.com, Morningstar, S&P, Fixed Annuities, Securities, Finance, Financial Services, Microsoft Excel, Retirement Planning
Education
University of Northern Colorado 2001 — 2005
Bachelor of the Arts, History and Legal Studies
Ash Brokerage July 2013 - Present
InSource Inc. June 2003 - July 2013
Jackson National Life January 1998 - June 2003
Skills
Fixed Annuities, Series 6, Sales, Financial Services, Life Insurance, Variable Annuities, Retirement, Series 63, Public Speaking, IRAs, Indexed Annuities, Sales Management, Retirement Planning, Insurance, Estate Planning, Strategic Financial..., Long Term Care Insurance, 401k, Long-term Care, Mutual Funds, Relationship Management, Annuity Sales, Wealth Accumulation, Equity Indexed Annuities, Income Protection, Permanent Life Insurance, Retirement Savings, Life, Brokers, Investment Strategies, Term Life Insurance, Universal Life, Whole Life, Disability Insurance, Underwriting, Financial Advisory, Financial Planners, Pensions, Health Insurance, Fixed Income, Financial Planning
Education
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Actuarial Science
Jackson National Life 2007 - Present
Allianz 2006 - 2007
Janus 2001 - 2006
Skills
Separately Managed..., Series 63, Series 6, Series 7, Mutual Funds, Fixed Annuities, Variable Annuities, Retirement Planning, Retirement, Series 24, Alternative Investments, Series 65
Education
University of Minnesota-Duluth
Bachelor of Science (BS), Business/Corporate Communications
Theodore & Associates, Insurance, Summerville Branch, a division of Goldsmith-Theodore Agency, Inc. September 2014 - Present
The Prudential Insurance Company of America Newark, NJ November 2012 - October 2014
Jackson National Life May 2010 - November 2012
New York Life Insurance Company October 2009 - May 2010
C.H. Robinson Worldwide, Inc. January 2000 - July 2008
E. & J. Gallo Winery 1999 - 2000
Skills
Insurance, Fixed Annuities, Life Insurance, Financial Analysis, Customer Service, Sales, Retirement Planning, Small Business, Employee Benefits, Social Security, Mutual Funds, Property & Casualty..., Long-term Care, Medicare, Variable Annuities, Series 6, Series 63, Disability Insurance, Risk Management, Finance, Retirement, Term Life Insurance, Account Management, Team Building, Health Insurance, Long Term Care Insurance, Estate Planning, Financial Services, Wealth Management, Strategic Financial..., Asset Allocation, 401k, Investments, IRAs, Underwriting, Wealth Accumulation, Roth IRA
Education
University of South Carolina-Aiken 1994 — 1998
B.S., Business Administration concentration in Management
Summerville High School
Revenue Solutions, Inc. July 2013 - July 2015
Vanderbilt Women's Basketball September 2009 - March 2013
Tennessee Intercollegiate State Legislature Foundation January 2011 - December 2012
Tennessee Intercollegiate State Legislature November 2011 - November 2012
Jackson National Life June 2012 - August 2012
Mercy Ministries June 2011 - July 2011
Office of Senator Jack Johnson January 2011 - May 2011
Office of Congressman Marsha Blackburn June 2010 - July 2010
Skills
Leadership, Databases, Public Speaking, Microsoft Office, Research, Legislation, Public Policy, Data Analysis, Legislative Affairs, Parliamentary Procedure, Java, SQL, Nonprofits, Time Management, C#, Organization &..., Legislative Relations, Programming, Troubleshooting, Community Outreach, Microsoft Excel, Database Queries, System Testing, Integration Testing, Legislative Research, Software Requirements, Legal Writing, Microsoft Project
Education
University of North Carolina School of Law 2015 — 2018
Juris Doctor (J.D.)
Vanderbilt University 2009 — 2013
B.A., Political Science, History, and Computer Science
Guggenheim Partners June 2015 - Present
Jackson February 2014 - June 2015
Jackson National Life July 2011 - February 2014
JPMorganChase June 2007 - June 2011
Skills
Insurance, Salesforce.com, Asset Allocation, Portfolio Management, Sales, Finance, Customer Service, Microsoft Office, Series 63, Series 7, Sales Presentations, Retirement, Sales Management
Education
University of Iowa 2003 — 2007
B.B.A., Business, Finance
Progressive Insurance July 2014 - Present
Progressive Insurance June 2013 - July 2014
Jackson National Life May 2012 - August 2012
Skills
Actuarial Science, VBA, Economics, Mathematics, Microsoft Excel, SPSS, Statistics, Visual Basic, Mentoring, True Basic, SAS programming, Stata, Microsoft Visual Studio..., Microsoft Word, SQL, Access, Loss Reserving, Data Analysis, Microsoft Office
Education
University of Michigan 2009 — 2013
Bachelor's of Science (Dual Major), Actuarial Mathematics and Economics
State of Michigan April 2015 - Present
Kellogg Company January 2015 - April 2015
Amway July 2014 - January 2015
State of Michigan June 2013 - July 2014
Jackson National Life February 2005 - June 2013
Jackson National Life January 2002 - February 2005
Rampart Investment Management 1900 - 1900
Skills
Program/Project..., PMP, Six Sigma, Leadership, Collaboration, Execution, Communication, Analysis, High Yield, Positive Team Player, Highly detail oriented, Writing, Conflict Management, Agile Methodologies, Project Estimation, Creative Problem Solving, Project Management, Program Management, Process Improvement, Management, Software Documentation, Software Development, User Experience, Budgets, Vendor Management, Software Project..., Human Resources, Business Analysis, Information Technology, Team Building, Requirements Analysis, Visio, SharePoint, SDLC, CRM, Cross-functional Team..., Requirements Gathering, Problem Solving
Education
University of Michigan
Bachelor of Science (B.S.), Botany/Biology
Waverly High School
College Preparatory, Class Valedictorian
Sears Holdings Corporation June 2014 - Present
Amazon Services April 2010 - June 2014
General Mills May 2002 - April 2009
Arthur Andersen July 1999 - April 2002
Jackson National Life 1998 - 1998
Skills
Process Improvement, Forecasting, Leadership, Financial Analysis, Vendor Management, Management, Finance, Product Development, Strategy, Negotiation, Sales, Team Leadership, Competitive Analysis, Cross-functional Team..., Retail, Business Development, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBA, Finance
University of Northern Iowa 1995 — 1999
BA, Accounting
Jackson National Life July 2014 - Present
Jackson National Life June 2012 - June 2014
Skills
COBOL
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Economics
Jackson National Life December 2012 - Present
Jackson National Life Distributors LLC August 2010 - Present
Jackson National Life Distributors LLC April 2010 - August 2010
Jackson National Life Distributors LLC June 2007 - April 2010
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2003 — 2007
BS, Finance
University of New Hampshire
Best Bank October 2012 - Present
Self Employed September 2011 - October 2012
Dish Network September 2010 - September 2011
Charles Schwab October 2009 - May 2010
Transamerica August 2009 - October 2009
Jackson National Life May 2007 - August 2009
Merrill Lynch January 2006 - April 2007
Skills
Series 7, Series 63, Series 6, Mutual Funds, Fixed Annuities, Retirement, Securities, Retirement Planning, Variable Annuities, Options, Equity Trading, Trading Strategies, Client Retention..., New Business Generation, Direct Sales, Customer Service, Microsoft Office
Education
University of Michigan 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Western Michigan University 2000 — 2005
Bachelors of Arts, Economics
Becky Beauchine Kulka Diamonds and Fine Jewelry April 2015 - Present
Jackson National Life November 2009 - 2015
University of Michigan-Flint January 2009 - May 2010
Guitar Center September 2006 - January 2010
Skills
Anthropology, Research, Public Speaking, PowerPoint, Microsoft Office, Teaching, Basic HTML, CSS, Financial Reporting, Report Writing, Human Resources, Analysis, Critical Thinking, Data Analysis, Data Entry
Education
University of Michigan 2005 — 2010
Bachelor of Arts (B.A.), Cultural Anthropology
Corunna
FCCI Insurance Group March 2013 - Present
Jackson National Life May 2011 - March 2013
Lincoln General Insurance Company May 2006 - February 2009
Protiviti April 2005 - May 2006
FCCI August 2001 - January 2005
Bankers Insurance Group September 1996 - August 2001
Skills
Financial Risk..., Internal Audit, Data Mining, Internal Controls, Enterprise Risk..., Financial Analysis, External Audit, Accounting, CPA, Fraud, Governance, Leadership, Risk Management, Corporate Governance, Risk Assessment, Sarbanes-Oxley Act, Process Improvement, Forecasting, Auditing, Sarbanes-Oxley, Financial Reporting, Insurance, Managerial Finance
Education
University of South Florida 1987 — 1988
BS, Business/Accounting
Jackson National Life March 2014 - Present
Jackson National Life February 2011 - March 2014
Jackson National Life March 2009 - February 2011
Jackson National Life January 2009 - March 2009
Jackson National Life September 2008 - January 2009
Skills
Regression Testing, Test Planning, QTP, Business Requirements, Cyberlife, Microsoft Office, Mainframe Testing, Business Analysis, Insurance, Variable Annuities, System Testing, Regression Analysis, Test Automation, VSAM, SilkTest
Education
University of Michigan-Flint
Bachelor of Science (B.S.), Computer Science Software Engineering
Jackson National Life November 2010 - Present
Transamerica Life Insurance Company February 2008 - November 2010
Capital Allocation and Management October 2007 - February 2008
GreenPoint Mortgage December 2004 - October 2007
HMS Lending July 2001 - December 2004
Various Firms January 1993 - July 2001
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Retirement, Investments, Series 7, Series 6, Insurance, Wealth Management, Variable Annuities, Alternative Investments, Sales, 401k, Asset Allocation, Marketing, Financial Planning, Financial Services
Education
University of Florida 1988 — 1992
Bachelor of Science (BS), Advertising
401(k) Specialist Magazine June 2014 - Present
Investment Advisor Magazine June 2004 - November 2013
Jackson National Life May 2003 - June 2004
Penton Media July 2000 - April 2003
OppenheimerFunds 1997 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Blogging, Social Networking, Marketing, Magazines, Public Relations, Social Media, Social Media Marketing, Editorial, Financial Services, Management, Investments, Financial Planning, Mutual Funds, Journalism, Leadership
Education
University of Vermont 1988 — 1992
Parks, Recreation and Leisure Studies
University of Phoenix 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Jackson National Life September 2013 - Present
Joe Sugars of St. Pauls May 2012 - Present
Universal Computer Services September 2006 - Present
Education
University of North Carolina at Pembroke
Bachelors of Science, Computer Science
Jackson National Life July 2013 - Present
University of Michigan-Flint September 2007 - July 2013
Vans September 1999 - February 2005
Fila May 1997 - August 1999
Skills
Customer Service, Microsoft Office, Mac OS X, Troubleshooting, Computer Hardware, Windows, Inventory Management, PowerPoint, Public Speaking, Process Improvement, Event Planning, Sales, OS X, Teamwork, Help Desk Support, CSS, Research, Higher Education, Budgets, Social Media, Windows Server, C++, Adobe Creative Suite, Web Design, Linux, Customer Satisfaction, Technical Writing, Project Management, Outlook, XP, Training, Microsoft Word, SQL, Programming, Project Planning, Software Documentation, Java, Management, Technical Support, Teaching, Microsoft Excel, Windows 7, HTML, Windows Vista, Leadership, Data Analysis, Networking, SharePoint, Visio, Windows XP
Education
University of Michigan-Flint 2009 — 2012
Master's degree, Computer Science
University of Michigan-Flint 2002 — 2009
Bachelor's degree, Mathematics and Computer Science
Meridian-IQ (kschmeckpeper@meridian-iq.com) June 2010 - Present
Advisor Match Partners LLC January 2008 - November 2009
Financial Services Consulting Firm January 2007 - January 2008
Jackson National Life June 2004 - November 2007
Comprehensive Software Solutions (now Talisys) June 2001 - January 2003
INVESCO FUNDS GROUP, INC. June 1998 - June 2001
INVESCO FUNDS GROUP, INC. December 1996 - May 1998
PNC Bank / Provident Institutional Funds (now part of BlackRock) December 1993 - December 1996
Kemper Financial Services 1989 - 1992
Andersen Consulting (Accenture) January 1987 - January 1989
Skills
Product Development, Marketing Strategy, Channel Management, Market Analysis, Product Management, Research, Product Marketing, Cross-functional Team..., Marketing, Strategic Planning, Management, Strategy, Business Strategy, Analytics, Channel Partners, Start-ups, Mergers & Acquisitions, Leadership, Analysis, Executive Management, Sales, Investments, Portfolio Management, Project Management, Financial Services, Financial Analysis, Mutual Funds, Finance, Consulting, Business Development, Asset Management, Competitive Analysis, Series 7, Segmentation, Strategic Partnerships, Equities, Securities, Market Research, Insurance, Relationship Management, CRM, Business Planning, Lead Generation, Advertising, Entrepreneurship, Alternative Investments, ETFs, Financial Advisory, Asset Allocation, Series 63
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1987
MBA, Marketing/Finance
University of Michigan 1978 — 1982
B.A, Economics
Ford Motor Company June 2015 - Present
Ford Motor Company January 2014 - May 2015
TRAM, Inc. May 2013 - December 2013
Jackson National Life 2010 - 2013
TRAM, Inc. May 2012 - August 2012
Skills
Matlab, Testing, C++, Mechanical Engineering, Microsoft Office, Engineering, Labview
Education
University of Michigan 2009 — 2013
Bachelor of Science (BS), Mechanical Engineering
City of Ann Arbor April 2015 - Present
Jackson National Life June 2013 - March 2015
Brilliant Sky Toys and Books May 2010 - January 2015
Running Fit February 2013 - April 2014
Skills
Social Media, Teamwork, Microsoft Office, PowerPoint, Microsoft Word, Customer Satisfaction, Leadership, Communication, Time Management, Python, C++
Education
University of Michigan 2012 — 2016
Mathematics
Jackson September 2013 - Present
Jackson National Life January 2008 - October 2013
Department of Treasury January 2000 - June 2002
Skills
Public Speaking, Wealth Management..., Financial Analysis, Economics, Tax, Tax Law, Securities, Investments, Risk Management, Financial Modeling, Strategic Financial..., Accounting
Education
University of Missouri-Kansas City Bloch School of Business 2007 — 2008
Master of Business Administration (M.B.A.), Finance & Entrepreneurship
University of Missouri-Kansas City School of Law 2007 — 2008
LL.M., Taxation
University of Missouri-Kansas City School of Law 2004 — 2007
J.D.
University of Louisville 2002 — 2003
B.S.B.A., Finance
American Realty Capital October 2012 - Present
Cole Capital November 2011 - July 2012
Allianz February 2008 - November 2011
Allianz Life Financial Services, LLC January 2008 - January 2011
Jackson National Life November 1998 - February 2008
Jackson National Life Distributors January 1999 - January 2008
Putnam Investments January 1998 - January 1999
Putnam Investments January 1997 - January 1998
Skills
Sales Process, CRM, Marketing, Networking, Customer Requirements, Fixed Annuities, Series 63, Mutual Funds, Series 7, Retirement Planning, Series 6, Retirement, FINRA, Finance, REIT, Sales Operations, IRAs
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Animal Sciences
JACKSON NATIONAL LIFE February 2012 - Present
TD AUTO FINANCE / CHRYSLER FINANCIAL LLC June 2007 - November 2011
TD AUTO FINANCE / CHRYSLER FINANCIAL LLC 2009 - 2011
CHRYSLER FINANCIAL LLC 2007 - 2009
DAIMLERCHRYSLER CORPORATION 2003 - 2007
DAIMLERCHRYSLER CORPORATION 2001 - 2003
DAIMLERCHRYSLER CORPORATION 1998 - 2001
DAIMLERCHRYSLER CORPORATION 1997 - 1998
DAIMLERCHRYSLER CORPORATION 1987 - 1997
GENERAL MOTORS CORPORATION 1980 - 1987
Skills
Performance Management, Organizational..., Succession Planning, Leadership Development, HRIS, Human Resources, Deferred Compensation, Program Management, Onboarding, Strategy, Workforce Planning, Leadership, Labor Relations, Employee Benefits, Mergers, Strategic Planning, Training, HR Policies, Operations Management, Management
Education
University of Michigan 1985 — 1987
MBA, Human Resources
General Motors Institute (now Kettering University) 1980 — 1985
BS, Industrial Administration
Jackson National Life March 2012 - Present
Wells Fargo Home Mortgage August 2011 - December 2011
University of Iowa Recreational Services August 2009 - August 2011
University of Iowa Krause Fund January 2011 - May 2011
Centro Hispanoamericano May 2010 - August 2010
Skills
Highly Adaptable, Hard Worker, Outgoing, Excel, Microsoft Office, Spanish, Research, Inventory Management, Microsoft Excel
Education
University of Iowa 2007 — 2011
Finance, Business, Spanish
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration, Finance
Presidential Brokerage March 2012 - Present
J.P. Morgan February 2010 - March 2012
Jackson National Life April 2004 - October 2009
CURIAN CAPITAL - COLORADO April 2003 - April 2004
Merrill Lynch April 1999 - August 2001
Merrill Lynch April 1991 - August 2001
Skills
Customer Service, Outlook, Team Building, Training, Call Center, Leadership, Human Resources, Public Speaking, Recruiting, Management, Call Centers, Insurance, Employee Benefits, Coaching, Financial Services, Team Leadership
Education
University of Denver
Executive Leadership
Liberty Mutual Insurance December 2009 - Present
ING January 2008 - June 2009
Nationwide Financial June 2000 - January 2008
Jackson National Asset Management, LLC 1998 - 2000
Jackson National Life 1988 - 1998
Skills
Fixed Annuities, Mutual Funds, Retirement, Investments, Life Insurance, Insurance, Financial Advisory, Estate Planning, Variable Annuities, Pensions, Sales, Sales Operations, Sales Management, Recruiting, Series 6, Series 63, Series 7, Retirement Planning, IRAs
Education
University of New Orleans 1984 — 1988
MediaMath August 2013 - Present
MediaMath September 2012 - August 2013
IBM July 2010 - August 2012
Medtronic May 2009 - August 2009
Jackson National Life May 2008 - August 2008
Skills
Product Management, Agile Methodologies, Software Development, SOA, SQL, Java, Business Process Design, HTML, XML, CSS, Data Analysis, C++, JavaScript, Linux, Requirements Analysis, Software Project..., Business Process..., Enterprise Software
Education
University of Michigan
BSE, Computer Science Engineering, Financial Mathematics
NPC June 2013 - Present
NPC January 2004 - Present
Financial Professionals Network October 2012 - January 2015
Jackson National Life January 2001 - January 2004
OppenheimerFunds February 1998 - December 2000
Skills
Series 7, Investments, Securities, Small Business, Management, Finance, Life Insurance, Series 63, Mutual Funds, Retirement Planning, Series 24, series 66, Branch Management, Supervisory Experience, Presenter, Business Writing, News Writing, Blogger, Customer Support, Paneling, Business Transition, Training, Procedure Development, Compliance, Branch Operation, Regulatory Examinations, Wealth Management, 401k, Financial Services, Financial Planning, Financial Advisory, Investment Strategies, Asset Allocation, Retirement
Education
University of Northern Colorado 1993 — 1997
Bachelor of Science (BS), Finance, General
Chatfield Senior High School 1989 — 1993
Jackson National Life 2007 - Present
Jackson National Life Insurance January 2005 - Present
Jackson National Life Insurance January 2005 - Present
Jackson National Life 2005 - Present
Rockley Music Center March 2002 - Present
Private Studio January 2002 - Present
Private Studio January 2002 - Present
Rockley Music March 2002 - July 2005
Rockley Music Center March 2002 - June 2005
Skills
Mutual Funds, Series 7, Investments, Insurance, Financial Analysis, Accounts Payable, Billing
Education
University of Northern Colorado 1996 — 1998
Master of Music, Vocal Performance
University of Northern Colorado 1996 — 1998
Master of Music, Vocal Performance; Vocal Performance
University of Northern Colorado 1991 — 1995
Bachelor of Music, Vocal Performance
University of Northern Colorado 1991 — 1995
Bachelor of Music, Vocal Performance; Vocal Performance
Jackson June 2015 - Present
Jackson May 2015 - Present
Jackson National Life February 2013 - October 2013
Jackson National Life Distributors, LLC December 2010 - January 2013
Consolidated Communications 2004 - 2010
Sound Source Music Inc. 2008 - 2009
Womack Event Services 2005 - 2009
Sound Source Music Inc. 2003 - 2009
Sound Source Music Inc. 2004 - 2006
Skills
Financial Services, Salesforce.com, Series 7, Series 65, Series 63, Public Speaking, Variable Annuities, Series 26, Superior Sales Skills, Phone Skills, Customer Retention, Sales Presentations, Wholesale, Series 6, Licensed to Sell..., Indexed Annuities, Microsoft Office, Appointment Scheduling, Fixed Annuities
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor's, History, English
Illinois Math & Science Academy
Mattoon High School
Jackson National Life May 2012 - Present
Rotaract ClubAnn January 2011 - Present
Ingenex Digital Marketing January 2012 - April 2012
Noodles & Company June 2011 - August 2011
Okemos Public Schools June 2010 - July 2010
Skills
SQL
Education
University of Michigan 2010 — 2014
B.S.E., Computer Science
Palmetto Advisory Group August 2010 - Present
Sun Life January 2006 - May 2007
Safeco Life and Investments/Symetra 2002 - 2005
Jackson National Life Distributors 1995 - 2002
Jackson National Life 1995 - 2002
G.T. Capital Management 1990 - 1995
Putnam Investments 1987 - 1990
Education
University of New Hampshire 1981 — 1985
BS
University of New Hampshire -- Peter T. Paul College of Business and Economics 1981 — 1985
BS, Business Administration
Commerce Bank December 2014 - Present
MidCountry Bank / Pioneer Financial Services July 2013 - December 2014
UMB Bank January 2012 - July 2013
H&R Block 2006 - 2011
Intuit - TurboTax 2004 - 2006
DTN 2002 - 2004
Primedia Business 1999 - 2002
Birch Telecom 1997 - 1999
Jackson National Life 1996 - 1997
University of Nebraska Center for Community Development 1992 - 1996
Skills
Product Management, Product Strategy, Product Evangelism, Voice of the Customer, Net Promoter Score, Market Requirements, User Scenarios, Business Process, Cross-functional Team..., Program Management, Market Requirements..., Strategic Planning, Analytics, Entrepreneurship, B2B, CRM, Leadership, Customer Satisfaction, Marketing, Training, Business Analysis, Retail, Product Marketing, Customer Experience, Process Improvement, Customer Service, Analysis, Vendor Management, Forecasting, Management, Change Management
Education
University of Nebraska-Lincoln 1990 — 1995
MS, Public Administration, Community Planning
University of Nebraska-Lincoln 1983 — 1987
BA, Public Administration
Property Markets Group May 2015 - Present
Ironwood Capital Management May 2014 - August 2014
Jackson National Life May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Access, Microsoft Word, Financial Accounting, Financial Reporting, Customer Service, Data Analysis, Public Speaking, Research, Analysis, Teamwork, Social Media, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance and Strategy
Holt High School 2008 — 2012
GPA: 4.00/4.00
General Motors July 2015 - Present
General Motors May 2014 - Present
Truven Health Analytics June 2013 - May 2014
Jackson National Life October 2012 - May 2013
Ciber October 2006 - October 2012
State Farm Insurance October 2006 - October 2012
CDI Information Services August 2006 - October 2006
EDS January 2005 - August 2006
Global Consulting Group April 2004 - August 2006
Westen Michigan University August 2001 - December 2003
Skills
AIX, Red Hat Linux, Virtualization, Unix, RHEL, Unix Shell Scripting, HACMP, RedHat, Integration, HP-UX, VMware, Operating Systems, Nagios, NIM, VMware ESX, NPIV, Ksh, Linux, Solaris, High Availability, RHCE, Shell Scripting, Linux System..., VIO, MPIO, CentOS, HP Proliant, Dell PowerEdge Servers, ITIL, Change Management, Release Management, System Administration, Perl, Cluster, Hitachi SAN, Power Systems, Power HA, SUSE Linux Enterprise..., Oracle Linux Operating..., IBM Pureflex servers, IBM AIX
Education
Western Michigan University 2001 — 2003
Master’s Degree
University of Pune 1993 — 1998
Bachelor of Engineering
Bona US March 2006 - February 2015
Dish Network 2001 - 2006
Jackson National Life July 1998 - January 2001
Education
University of Denver - Daniels College of Business
MBA, Business
Washington State University
Bachelor of Arts (B.A.), Business Administration and Management, General
KBS Capital Markets Group December 2005 - Present
Travelers Life & Annuity 2004 - 2005
Jackson National Life 1998 - 2004
Pacific Life 1994 - 1998
Nuveen Investments 1990 - 1994
Skills
Alternative Investments, Fixed Annuities, Mutual Funds, Retirement Planning, Series 6, Series 63, Series 7
Education
University of Michigan
AIG 2015 - Present
Carlisle & Gallagher Consulting Group 2014 - 2015
New York Life Insurance Company 2012 - 2014
The Hartford 2011 - 2012
Jackson National Life 2005 - 2011
Skills
Software Product..., Project Management, Business Analysis, SDLC, Business Process..., Waterfall, Change Control..., Joint Application Design, Rapid Application..., Iterative Design, Financial Services, User Acceptance Testing, Process Improvement, Resource Management
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
Rosso Trattoria Italia May 2011 - Present
Aylor & Schmutz, Law Firm September 2009 - November 2010
Jackson National Life October 2007 - September 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Restaurants, Event Planning, Public Speaking, Restaurant Management, Hospitality, Sales, Time Management, Food & Beverage, Inventory Management, Networking, Cold Calling Experience, Territory..., Territory Account...
Education
University of South Carolina School of Law 2010 — 2011
University of South Carolina - The Moore School of Business 2001 — 2005
Bachelor of Science (BS), Finance & Real Estate
Northern Trust Securities October 2014 - Present
Wells Fargo Securities 2012 - Present
Wells Fargo Securities 2008 - 2012
Jackson National Life 2006 - 2008
Wells Fargo Advisors 2005 - 2006
Skills
Fixed Income, Financial Modeling, Financial Analysis, Equities, Investments, Credit Analysis, Trading, Capital Markets, Investment Management, Relationship Management, Asset Management, Portfolio Management
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Finance
University of Southern California 2000 — 2004
BA, Political Science & Russian
ALPS, A DST Company September 2007 - Present
Jackson National Life April 2007 - August 2007
Skills
Series 7, Series 24, FINRA, Mutual Funds, Securities, ETFs, Broker-Dealer, Microsoft Office, Social Media
Education
University of Northern Colorado
Bachelor of Science, Business Finance
CarrThaxton Financial Group May 2012 - Present
Jackson National Life October 2008 - April 2012
Skills
Strategic Consulting, Public Speaking, Retirement Planning, Asset Protection
Education
University of Massachusetts Dartmouth 2000 — 2004
Bachelor of Science (B.S.), Marine Biology and Biological Oceanography
Whitman-Hanson Regional High School
Intel Security September 2013 - November 2014
Adecco Group October 2012 - July 2013
Visa June 2011 - November 2011
Partners for Colorado December 2010 - June 2011
Jackson National Life February 2007 - June 2008
Maxim Healthcare Services February 2006 - June 2006
Wild Oats May 2001 - February 2006
Skills
Microsoft Office, Database Administration, Outlook, Data Analysis, Insurance, Web Site Production, Operating Systems, Programming Languages, Microsoft Excel, Project Management, Microsoft Word, Salesforce.com, Customer Service, Management, Training, Research, Microsoft PowerPoint, Microsoft Access, SharePoint Designer, Computer Network..., Typing, Phone Skills, Databases, Data Mining, Access, Sales, PowerPoint
Education
University of Northern Colorado 2001 — 2005
Bachelor of Science, Business Administration with an emphasis in Information Technology
Mullen High School 1997 — 2001
High School Diploma
Prudential Global Data Services - US June 2012 - Present
Jackson National Life March 2012 - July 2012
Skills
Customer Service, Computer Hardware, Microsoft Excel, Customer Satisfaction, Analysis, OS X, Networking, Process Improvement, Project Management, Team Leadership, Telecommunications, Vendor Management, Windows 7, PowerPoint
Education
University of Michigan 2008 — 2011
Jackson National Life Distributors, LLC October 2013 - Present
Jackson National Life April 2013 - October 2013
Curian Capital, LLC June 2011 - April 2013
Wireless Touch, L.L.C. June 2010 - May 2011
Governor Branstad 2010 January 2010 - April 2011
The Bird's Nest August 2007 - August 2009
Education
University of Iowa 2005 — 2010
Bachelor's Degree, Interdpartmental Business Studies
Ingram Micro June 2008 - Present
Jackson National Life October 2007 - June 2008
Bank of America April 2007 - September 2007
Skills
Data Warehousing, Data Modeling, DB2, AIX, Business Intelligence, Database Administration, ETL, Performance Tuning, Data Warehouse..., Replication, SQL Tuning, Oracle, Unix, Database Design, Erwin, Netezza, Unix Shell Scripting, Sybase, SQL, Databases, Solaris, Stored Procedures, High Availability, Enterprise Architecture, PL/SQL, Agile Methodologies, Integration, Shell Scripting, Data Migration
Education
University of Kentucky 2005 — 2006
MS
University of Kentucky 2005 — 2006
Master's degree
Kent Insurance Agency 2013 - Present
Jackson National Life 2010 - 2012
Jackson National Life 2008 - 2010
COUNTRY ® Financial 2003 - 2008
Skills
Fixed Annuities, Series 63, Mutual Funds, Retirement Planning, Life Insurance, Insurance, Disability Insurance, Series 7, Retirement, Long-term Care, Strategic Financial..., Investments, Term Life Insurance, Asset Allocation, Financial Services, 401k, Health Insurance, Property & Casualty...
Education
University of Northern Colorado 1998 — 2002
Bachelor of Arts (BA), Communication, General
JP Morgan Chase January 2011 - Present
Douglas J Aveda Institute September 2009 - November 2010
Jackson National Life May 2008 - August 2008
Accident Fund Insurance Company of America May 2006 - August 2006
Skills
Economics, Statistics, Econometrics, Access, Spanish, Business Objects, Pricing Analysis, Mortgage Banking, MBS, QRM, Microsoft Excel, Essbase, Analysis, Capital Markets, Finance, PowerPoint
Education
University of Michigan 2006 — 2010
Bachelor's degree, Economics, 3.2
2016 Level II Candidate in the CFA Program
Jackson National Life June 2007 - Present
Skills
Pricing
Education
University of Michigan 2003 — 2007
Bachelor of Science (BS), Mathematics
Jackson National Life January 2012 - Present
Jackson National Life March 2009 - December 2011
EDS Group February 1998 - August 2005
Skills
Microsoft Office, Microsoft Excel, Fixed Annuities, PowerPoint, Microsoft Word, User Experience, Insurance, Customer Service, Social Media, Troubleshooting, SharePoint, Outlook, Software Documentation, Access, Analysis, Call Centers, Lotus Notes, Data Entry, Process Improvement, Program Management, Training, Visio, XML
Education
University of Phoenix 2008 — 2010
Associates, Business Management
Cognizant Technology Solutions August 2013 - Present
Cognizant Technology Solutions December 2009 - Present
Accident Fund Insurance Company of America July 2008 - August 2009
Jackson National Life January 2008 - July 2008
HCL Technologies February 2004 - December 2007
Proxy Systems Private Limited December 2001 - February 2004
Tsunami Software June 2001 - December 2001
Ramsoft pvt ltd January 2001 - June 2001
Skills
Java Enterprise Edition, Java, SOA, Integration, Websphere, Design Patterns, Agile Methodologies, Ant, Weblogic, JMS, Tomcat, JUnit, SQL, Oracle, SDLC, Hibernate, Guidewire, ESB, Spring, AJAX, Struts, Web Services, Enterprise Architecture, Spring Framework, Architecture, Scrum, WebSphere, Requirements Analysis
Education
Manonmanium Sundarnar University 1998 — 2001
Master, Computer Science
University of Kerala 1995 — 1998
Bachelors, Computer Science
marivanious college
Fujitsu February 2012 - Present
state of nm February 2000 - January 2012
Sprint 1999 - 2000
jackson national life 1997 - 1998
Amara Raja Batteries Ltd 1994 - 1997
Skills
Unix, DB2, Microsoft SQL Server, Database Design, PL/SQL, Oracle, Data Warehousing, SDLC, Enterprise Architecture, Databases, Requirements Analysis, Business Intelligence, Data Migration, Disaster Recovery, Solution Architecture, ETL
Education
University of Madras 1986 — 1990
Bachelors in Engineering, ECE
Taluka High School
Accudata Systems June 2014 - Present
Jackson National Life January 2004 - May 2014
Getronics June 1998 - December 2003
Gateway May 1996 - April 1997
Skills
Cisco Technologies, Firewalls, Network Design, OSPF, Routers, DNS, LAN-WAN, Networking, BGP, Cisco IOS, Data Center, Network Administration, Routing, Security, Switches, Virtualization
Education
University of Houston 1993 — 1998
BBA, Information System
Jackson National Life January 2013 - Present
Jackson National Life Distributors, LLC June 2004 - Present
Curian Capital June 2004 - Present
ProStaff & Talent Tree Staffing August 1997 - May 2004
Skills
Fixed Annuities, Mutual Funds, 401k, Variable Annuities, Life Insurance, Employee Benefits, FINRA, Relationship Management, Building Relationships, Onboarding, Training
Education
University of Northern Colorado 1984 — 1984
None, General Studies
Jackson National LIfe Insurance 2006 - Present
Jackson National Life 2006 - Present
Electronic Data Systems May 1989 - January 2005
EDS, an HP Company 1989 - 2004
EDS 1998 - 2002
Education
University of Missouri - Springfield 1985 — 1989
MBA, Operations Management
University of Missouri-Rolla 1980 — 1985
Christina McCoy Johnson September 2008 - Present
McClain Finlon Advertising August 2003 - August 2008
Jackson National Life July 2002 - August 2003
Platt College March 2002 - August 2002
Skills
Graphic Design, Illustrator, Image Manipulation, Photoshop, Marketing, Typography, Layout, Brochures, Adobe Creative Suite, InDesign
Education
Platt College 2001 — 2002
Graphic/Web Design, Graphic Design
University of Nebraska-Lincoln 1991 — 1997
BFA, Fine Arts / Graphic Design
Jackson National Life February 2009 - Present
AXA Equitable February 2006 - February 2009
AXA Distributors 2006 - 2009
Scudder Investments 1999 - 2003
DWS Scudder 1999 - 2003
Education
University of Kentucky
Bachelor, Finance
Housing Authority of the City of Los Angeles July 2010 - Present
John Tracy Clinic November 2008 - October 2010
Filipinas Magazine and Positively Filipino 1999 - 2010
St. Francis Medical Center November 2007 - June 2008
Good Samaritan Hospital May 2004 - November 2007
1-800-DENTIST January 2002 - December 2003
Jackson National Life January 2000 - August 2002
BGM Health Communications February 1998 - December 1999
Insurance Marketing and Management Services February 1994 - February 1998
Warner Bros. Consumer Products February 1993 - February 1994
Skills
Newsletters, Editing, Non-profits, Policy, Copywriting, Healthcare, Public Relations, Marketing Communications, Proofreading, Proposal Writing, Publications, Advertising, Publishing, Leadership, Research, Social Media, Grant Writing, Nonprofits
Education
University of Southern California 1993 — 1996
Master's, Professional Writing
Radcliffe Publishing Procedures Course 1985 — 1985
Certificate, Book & Magazine Publishing
University of Washington 1980 — 1984
B.A., International Studies
Voya Financial May 2007 - Present
Sun Life Financial August 2005 - May 2007
Jackson National Life February 2003 - August 2005
Lincoln Benefit Life/ Allstate October 1999 - February 2003
Lincoln Benefit Life/Allstate December 1996 - October 1999
Phoenix Life Insurance Company May 1995 - December 1996
Pacific Life January 1990 - May 1995
Skills
Insurance, Life Insurance, Wealth Management, Fixed Annuities, Retirement Planning, Mutual Funds, Financial Services, Sales, Sales Management, Retirement, Portfolio Management, Wealth, Employee Benefits, Long Term Care Insurance, Term Life Insurance, Banking, Relationship Management, 401k, Change Management, Universal Life, Risk Management, Underwriting, Disability Insurance, Coaching, Health Insurance, Long-term Care, IRAs, New Business Development, Estate Planning, Financial Risk
Education
American College
MSFS, CLU, ChFC, AEP
University of Minnesota-Twin Cities
Bachelor of Arts, Speech Communication
Rocky Mountain High January 2013 - Present
Orvis Hot Springs March 2010 - January 2013
New Hope Natural Media June 2006 - June 2009
Jackson National Life September 2000 - March 2005
Skills
Trade Shows, Social Media Marketing, Marketing Strategy, Marketing Communications, Publishing, Account Management, B2B, Advertising, Online Advertising, Email Marketing, Marketing, Copywriting, Salesforce.com, Magazines, Blogging, Public Relations, Integrated Marketing, Event Management, New Business Development
Education
University of North Carolina at Chapel Hill 1991 — 1993
Associate's Degree, Sociology
Connextions September 2013 - Present
Connextions July 2012 - September 2013
Rainmaker Equity Partners January 2010 - July 2012
Jackson National Life January 2009 - January 2010
Skills
Series 6, Annuities, Insurance, Health Insurance, Sales, Life Insurance, Term Life Insurance, Financial Services, Alternative Investments, Customer Service, Sales Management, Series 63, Financial Analysis, Fixed Annuities, Investments, Leadership, Mutual Funds, Retirement, Retirement Planning, Series 7, Wealth Management, Training, Management
Education
University of Northern Colorado 2002 — 2005
Bachelor of Science, Business Administration
Monterey Peninsula College 2000 — 2002
General business, Business Administration and Management, General
Jackson July 2014 - Present
Jackson National Life December 2012 - June 2014
Jackson National Life July 2010 - December 2012
Jackson National Life September 2005 - November 2010
Skills
Java, JIRA, Jenkins, Stash, Git, Maven, Attlassian SDK, JSF, JBoss Application Server, WebSphere Application..., COBOL, DB2, Java Enterprise Edition, SQL, Web Services, JSP, Software Development, JCL, AIX, Problem Solving, Software Engineering, VSAM, CICS, REXX, XML, Unix, Middleware, RAD, Primefaces, Axis2, Web Development, Eclipse, TSO, SOAP, Continuous Integration, JavaScript, Process Efficiency, z/OS, IBM Mainframe, Endeavor, Ant, Unix Shell Scripting, SOA, Life Insurance, JDBC, C, Enterprise Architecture, Systems Analysis, Web Applications, Linux
Education
University of Michigan-Dearborn 2008 — 2011
Masters of Science, Software Engineering
University of Michigan-Dearborn 2002 — 2005
Bachelors, Software Engineering
Eastspring Investments May 2012 - Present
Jackson National Life Distributors December 2005 - May 2012
Prudential UK October 2003 - December 2005
Jackson National Life January 2002 - October 2003
Jackson National Life June 2000 - January 2002
Transamerica March 1999 - June 2000
GE Life and Annuity Assurance Co January 1998 - March 1999
Canada Life 1996 - 1997
Fortis 1988 - 1993
Skills
Marketing, Training, Product Development, Product Management, Team Building, Competitive Analysis, Sales, Investments, Sales Management, Fixed Annuities, Insurance, Wealth Management, Business Strategy, Financial Advisory, Finance, Marketing Strategy, Financial Services, Salesforce.com, Strategy, Leadership, Financial Analysis, Mutual Funds, Series 7, Mergers & Acquisitions, Series 63, Strategic Financial..., Asset Management
Education
University of Denver 2006 — 2007
Graduate Certificate, Corporate Finance
The Madeira School
University of Virginia
BA, Anthropology, Chemistry
Allianz Life May 2013 - Present
Allianz Life January 2011 - May 2013
Jackson National Life May 1995 - October 2008
Thrivent Financial April 1991 - April 1995
Skills
Fixed Annuities, Series 63, Series 6, Retirement, Mutual Funds, Insurance, Retirement Planning, Life Insurance, Variable Annuities, Investments, Financial Services, IRAs, Investment Advisory, Securities, Asset Allocation, Sales, Indexed Annuities, Sales Presentations, Sales Management, Life, Whole Life, Term Life Insurance, Universal Life, Series 65, Series 7, Series 24
Education
University of Nebraska-Lincoln 1988 — 1991
Accident Fund Insurance Company of America May 2015 - Present
Accident Fund Insurance Company of America March 2006 - Present
Jackson National Life 1995 - 2006
Skills
SDLC, Data Warehousing, Requirements Analysis, Project Management, WebCenter, UCM, Weblogic, WebCenter Portal, OnBase, LogiXML, Oracle, Data Modeling, ETL, Visio, Requirements Gathering, Enterprise Architecture, SOA, Business Requirements, Agile Methodologies, PL/SQL, WebLogic, Process Improvement, Integration, Business Analysis
Education
University of Phoenix
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.9
Lincoln Financial Group September 2013 - Present
Prudential Financial February 2010 - September 2013
UnionBanc Investment Services August 2009 - February 2010
ING January 2008 - April 2009
Jackson National Life 2002 - 2007
American United Life August 2000 - October 2002
Education
University of Southern California 1991 — 1995
BS, Finance and Business Economics
Jackson National Life July 2013 - September 2013
Jackson National Life May 2012 - June 2013
Vermeil Enterprises, Inc. 1997 - April 2012
The W Group 2006 - December 2011
Various NFL Teams 1983 - 2006
GS Capital, GSA Management 2000 - 2001
Apple Computer 1996 - 1997
UNLV Football 1979 - 1983
Skills
Writing, Customer Relations, Social Media, Event Management, Customer Service, Public Speaking, Public Relations, Team Building, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Outlook, Blogging, Administration, Social Networking, Fundraising, Event Planning
Education
University of Nevada-Las Vegas 1975 — 1978
English
University of Nevada-Las Vegas
Curian Capital June 2015 - Present
Jackson National Life January 2015 - Present
Jackson National Life April 2013 - Present
UBS financial services 2007 - April 2013
UBS August 2007 - August 2008
McMillan Analysis August 2003 - August 2006
Bloomberg LP July 2001 - July 2003
Skills
series 26, Series 7, Options, Equities, Derivatives, Investments, Series 63, Analysis of Alternatives, Variable Annuities
Education
University of North Alabama 2006 — 2008
MBA, International Business
Jackson March 2015 - Present
Jackson National Life November 2012 - March 2015
Jackson National Life February 2011 - November 2012
Investment Professionals, Inc. June 2009 - December 2010
Ameriprise Financial Services, Inc. November 2007 - May 2009
Sandhills Publishing May 2006 - August 2007
University of Nebraska-Lincoln August 2003 - May 2006
Skills
Retirement Planning, Strategic Financial..., Insurance, Investments, Small Business, Leadership, Variable Annuities, Management, Estate Planning, Selling, Sales, Series 7, Finance, Business Development, Mutual Funds, Retirement, Series 63, Fixed Annuities, Uniform Combined State..., 401k, Wealth Management, Investment Advisory, IRAs, Securities, Financial Advisory, Series 24
Education
University of Nebraska-Lincoln 2003 — 2007
BS, Finance, Biology, 3.76
Hays Companies September 2015 - Present
IMA March 2012 - September 2015
Mercer August 2009 - December 2011
Jackson National Life May 2006 - December 2008
Skills
Insurance, Employee Benefits, Health Insurance, Life Insurance, Underwriting, Brokers, Health Savings Accounts, Disability Insurance, Property & Casualty..., Term Life Insurance, Management, Customer Service
Education
University of Northern Colorado 2000 — 2005
Bachelors, Finance
Cetera Advisors LLC March 2014 - Present
Cetera Advisors LLC January 2012 - February 2014
Cetera Advisors LLC January 2010 - December 2011
Table Bay Financial Network, Inc. March 2009 - December 2009
Jackson National Life March 2008 - February 2009
Ameriprise Financial Services, Inc. October 2005 - February 2008
Skills
Series 7, Series 66, Financial Planning, Advisory / Wealth..., Sales, Securities, Variable Annuities, Fixed Annuities, Life Insurance, Relationship Management, Broker-Dealer Operations, Management, Wealth Management
Education
University of Rochester 1993 — 1997
B.A., Economics & Finance
University of Rochester 1993 — 1997
B.S., Microbiology and Immunology
Jackson July 2015 - Present
EHIM, Inc. December 2014 - July 2015
LifeSecure Insurance July 2013 - December 2014
Jackson National Life October 2012 - July 2013
Jackson National Life February 2010 - October 2012
The Blue Leprechaun July 2008 - May 2010
Jackson National Life February 2009 - February 2010
The Children's Place May 2008 - April 2009
University of Michigan April 2008 - October 2008
Merrill Lynch May 2006 - August 2008
Skills
Training, Data Analysis, Project Management, Management, Microsoft Excel, Microsoft Office, Financial Analysis, Process Improvement, PowerPoint, Microsoft Word, Customer Service, Analysis, Leadership, Outlook, Sales, Access
Education
University of Michigan 2005 — 2008
Bachelors, Asian Studies (Chinese Language), Mathematics Minor
DHS
DHS
Jackson National Life Database Administrartor and Data AdministratorChrysler Corporation1988 - 1997
Education
University of Michigan-Dearborn 1984 — 1987
BS, Computer and Information Science
Thomson Reuters Micromedex January 2010 - Present
Jackson National Life September 1996 - August 2010
Jackson National Life Insurance Company 1996 - 2009
John Hancock Companies 1992 - 1996
Skills
Fixed Annuities, Series 63, Series 6, Mutual Funds, Insurance, Series 7, Customer Service, Call Center, Life Insurance, 401k, Outlook, Microsoft Excel
Education
University of Miami 1965 — 1969
B.A, Art Education
iCat July 2014 - Present
Black Knight Financial March 2006 - May 2014
Jackson National Life September 1998 - December 2005
Janus Capital Group December 1992 - July 1998
Skills
Business Analysis, Vendor Management, Visio, Software Documentation, Business Requirements, Requirements Gathering, Process Improvement, Analysis, Business Process..., Quality Assurance, Business Intelligence, Requirements Analysis, Agile Methodologies, SharePoint, Software Project..., Business Process, Customer Relations
Education
University of Northern Colorado 1984 — 1988
BS, Business Management
Raymond James Insurance Group October 2011 - Present
The Dempsey Cos March 2009 - October 2011
Prudential Annuities 2005 - 2008
Jackson National Life 1994 - 2006
Keyport Life Insurance Company 1989 - 1994
Integrated Resources 1987 - 1989
Skills
Uniform Combined State..., Marketing, Sales, Financial Services, Wealth Management, Retirement Planning, Investment Advisory, Investments, Financial Advisory, Life Insurance, Portfolio Management, Fixed Annuities, Series 7, IRAs, Sales Management, Real Estate, Series 63, Asset Allocation, Long-term Care, Mutual Funds, Alternative Investments, Financial Planners, Retirement, Insurance, Equities, Banking, Variable Annuities, Term Life Insurance, Series 6, FINRA, Relationship Management, Investment Strategies, Disability Insurance, Wealth, Strategic Financial..., Securities, Investment Management, Fixed Income, Separately Managed..., Series 65, Underwriting, Strategic Planning, Risk Management, 401k, Customer Retention, Estate Planning, Asset Management, Series 24, Bonds, ETFs
Education
University of South Florida - College of Business Administration
Bachelor of Arts (B.A.)
Jackson National Life 2005 - Present
Foster Swift Collins & Smith, PC 1993 - 2005
State of Michigan 1991 - 1993
Skills
Securities, FINRA, Insurance, Securities Regulation, Corporate Law, Financial Services, Risk Management
Education
Michigan state university
Bachelor of Business Administration (BBA), Finance, General
University of Detroit Mercy School of Law
Doctor of Law (J.D.)
iCat July 2014 - Present
Black Knight Financial Services March 2006 - May 2014
Jackson National Life 1998 - 2005
Skills
Business Analysis, Requirements Gathering, Visio, Process Improvement, Requirements Analysis, Business Requirements, Business Process, Software Documentation, Vendor Management, Business Process..., Agile Methodologies, Project Management, User Acceptance Testing, SharePoint, Software Development, Management
Education
University of Northern Colorado 1984 — 1988
BS, Management
RSD Consulting, Inc. June 1996 - Present
Ohio National Financial Services July 2014 - Present
Voya Investment Management January 2012 - July 2014
Lincoln Financial Group January 2011 - January 2012
ING May 2004 - August 2009
Jackson National Life April 2002 - January 2004
Prudential Insurance January 2001 - November 2001
Jackson National Life June 2000 - January 2001
Northern Life Insurance Company (now ING) October 1997 - May 2000
AEGON June 1996 - September 1997
Skills
Xpediter, DB2, Endeavor, IBM Utilities, VSAM, CICS, COBOL, JCL, Assembler, Fileaid, Easytrieve, Serena Changeman, Microsoft Office, Abend-Aid, TSO, SCLM, SQL, Requirements Analysis, Software Development, Databases, Database Design, Requirements Gathering, Business Analysis, Systems Analysis
Education
University of North Florida
BA, Computer Science & Mathematics
City of Sheridan August 2014 - Present
United States Soccer Federation February 2010 - Present
City of Centennial May 2006 - August 2014
Jackson National Life 2004 - 2006
US Navy October 1994 - September 2003
Education
University of Phoenix 2008 — 2010
MS/AJS, Master of Science/Administration of Justice and Security
University of Phoenix 2004 — 2008
BSB/A, Business Administration
Horizon Sr. High School 1990 — 1994
Schneider National Carriers August 2014 - Present
Schneider National October 2011 - August 2014
Schneider National Carriers 2011 - 2014
New Horizon Learning Center July 2010 - February 2011
Jackson National Life January 1996 - May 2010
Skills
Microsoft Office 2007, Excel, Data Entry, Word, Outlook, Customer Service, Windows 7, Microsoft Office, Problem Solving, PowerPoint, Documentation, Time Management, Customer Relations, Customer Satisfaction, Troubleshooting, Research, Mentoring, Call Center, Planning, Teamwork, Microsoft Excel, Microsoft Word
Education
University of Phoenix 2013 — 2014
Bachelor of Science
New Horizon Learning Center 2010 — 2011
Certification, Medical Administrative Assist with Billing and Coding
Jackson National Life July 2013 - Present
Blue Cross Blue Shield of Michigan December 2006 - July 2013
Skills
Health Insurance, HIPAA, Enterprise Architecture, Process Improvement, Vendor Management, SDLC, Insurance, IT Strategy, Visio, Business Analysis, Healthcare, PMO, Healthcare Information..., Change Management, Governance, Cross-functional Team..., Requirements Gathering, Program Management, Disaster Recovery, Business Process, Medicare, Security, PMP, Software Documentation, SharePoint, Integration, Project Portfolio..., Requirements Analysis, PeopleSoft, Data Analysis, Business Intelligence, Managed Care, Risk Management, Business Process..., ITIL, Information Technology, IT Audit, Resource Management, Business Requirements, IT Management, Software Project..., Analysis, Data Warehousing, Access, Medicare Part D, Systems Analysis, MS Project, Information Security, Health Policy
Education
University of Detroit Mercy School of Law
JD
Jackson National Life July 2006 - November 2009
Jackson National Life Ins July 1999 - July 2006
Jackson National Life Ins Co January 1998 - July 1999
Education
University of Nebraska at Omaha 1984 — 1989
Bachelors, Business Management
Jackson National Life September 2012 - Present
Swiss Re Life & Health America Inc July 2001 - September 2012
Southwestern Life Insurance Company October 1987 - December 2000
Skills
Actuarial Science, Financial Modeling, Insurance, Risk Management, Reinsurance, Financial Risk, Life Insurance, Underwriting
Education
University of Rochester 1983 — 1987
BA, Mathematics
University of Rochester
Curian Clearing June 2011 - Present
Curian Capital October 2008 - June 2011
Jackson National Life February 2005 - October 2008
Skills
Series 6, Customer Service, Broker-Dealer, New Account Management
Education
University of Northern Colorado 1996 — 2000
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication, A
Sparrow Health System September 2014 - Present
MSU Federal Credit Union March 2011 - September 2014
Jackson National Life June 2009 - February 2011
Jackson National Life October 2007 - June 2009
Jackson National Life May 2006 - October 2007
Skills
Needs Analysis, ADDIE, Captivate, Process Improvement, Instructional Design, Talent Management, E-Learning, Training, Blended Learning, Management, Human Resources, Analysis, Leadership Development, Employee Training, Performance Improvement, Instructor-led Training, Organizational..., Performance Management
Education
University of Michigan-Flint 2010 — 2012
MBA, Organizational Leadership
University of Illinois at Chicago 2001 — 2004
BA, Communications
Jackson July 2014 - Present
Jackson National Life March 2011 - Present
Jackson July 2013 - July 2014
Sun Life Financial June 2010 - March 2011
Great Steak & Potato Co June 2006 - June 2010
Skills
Actuarial, Actuarial Science, Annuity, Annuities, Term Life Insurance, Insurance, Reserving, Risk Management, Valuation, Fixed Annuities, VBA, Data Analysis, SAS, Life Insurance, Enterprise Risk...
Education
University of Michigan 2007 — 2010
BS, Actuarial Science
Legg Mason July 2014 - Present
Ohio National Financial Services July 2013 - July 2014
Jackson National Life September 2006 - December 2012
Skills
Series 6, Variable Annuities, Certified Financial..., Series 7, Series 63, Wholesale, Separately Managed..., Retirement, Mutual Funds, Fixed Annuities, 401k, Retirement Planning, Strategic Financial..., Risk Management, Series 24, Product Marketing, Selling, Sales, Sales Presentations, Sales Management, Investments, Insurance, New Business Development, Public Speaking, Asset Management, Series 65, CFP, CFS
Education
CFS
Certified Fund Specialist
CFP
Certified Financial Planner
University of New Orleans 1992 — 1993
Master of Business Administration (MBA)
University of Tennessee-Knoxville 1987 — 1991
Bachelor of Science (BS)
Jackson National Life 2005 - Present
Skills
Insurance, Actuarial Science, Retirement, Life Insurance, Fixed Annuities, Investments, Financial Modeling, Risk Management, Reinsurance, Financial Analysis, Strategic Financial..., Underwriting, Financial Services, Wealth Management
Education
Seton Hill
Bachelor of Arts (B.A.), Mathematics and Psychology
University of Michigan
Master of Arts (M.A.), Mathematics and Psychology
University of Michigan - Rackham Graduate School
Master of Arts (M.A.), Mathematics & Cognitive Psychology
Jackson National Life August 2006 - Present
Education
University of Florida 2002 — 2006
B.S., B.A., Mathematics, Linguistics
Bank of the West September 2003 - Present
Jackson National Life April 2002 - September 2003
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Sales, Time Management, Strategic Planning, Insurance, Finance, Series 63, Series 7
Education
University of Missouri-Columbia 1993 — 1998
Bachelor of Science (BS), Interdisciplinary Studies
Cherry Creek Schools August 2012 - Present
Jackson National Life November 2006 - December 2011
Enterprise Rent-A-Car August 2005 - October 2006
Skills
Public Speaking, Writing, Certified Yoga..., Leadership, Microsoft Office, Outlook, Teaching, Editing, Sales
Education
University of Phoenix 2010 — 2012
Masters, Elementary Education
University of Nevada-Las Vegas 2001 — 2005
Bachelor of Arts, Communication
Denver South High School
Wyoming Supreme Court June 2015 - August 2015
Oklahoma Corporation Commission August 2014 - December 2014
Throne Law Office P.C. May 2014 - August 2014
Jackson national life August 2012 - May 2013
2011 Senate Committee August 2011 - December 2011
Sawyer Waterscaping May 2002 - August 2011
Education
University of Oklahoma College of Law 2013 — 2016
Juris Doctor (J.D.), Energy, Environment, and Natural Resources Law
University of Wyoming
BA, Business Administration
Valmont Industries April 2011 - Present
Applied Underwriters June 2009 - April 2011
Vertrue January 2004 - June 2009
Jackson National Life 1997 - 2004
Skills
Asp.Net, C#, VB.NET, Microsoft SQL Server, Oracle PL/SQL..., Agile Methodologies, JavaScript, jQuery, CSS
Education
University of Nebraska at Omaha
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Mechanical Engineering
Insurance Compliance Solutions September 2011 - Present
Jackson National Life March 2005 - September 2011
Jackson National Life July 1996 - September 2005
Jackson National Life October 1990 - July 1996
Skills
Legal Compliance, Statutory Compliances, Standards Compliance, Operational Risk...
Education
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor's degree
Iowa City/Coralville Area Convention & Visitors Bureau July 2014 - Present
Frank N. Magid Associates March 2014 - August 2014
Frank N. Magid Associates March 2013 - July 2014
Jackson National Life November 2009 - August 2010
Skills
Market Research, Analytics, Customer Insight, Strategic Consulting, Marketing Research, Focus Groups, Strategy, Qualitative Research, Marketing Strategy, Data Analysis, Social Media, Competitive Analysis, Media Relations, Competitive Intelligence, Quantitative Research, Segmentation, Digital Media, Digital Marketing, SPSS, Marketing Communications
Education
University of Iowa 2005 — 2009
Bachelor of Arts (B.A.), Journalism & Mass Comm/Health & Sports Studies