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.
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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
Commonwealth of Atlanta, LLC November 2014 - Present
AVMA Group Life and Health Insurance Trust August 2014 - Present
Senior Services of North Fulton July 2014 - Present
NAIFA North Metro Atlanta July 2014 - Present
National Financial Services Group January 2014 - October 2014
Islands Consulting January 2013 - December 2013
New York Life Insurance Company June 2003 - December 2012
Jackson National Life September 2001 - November 2002
Deutsche Asset Management April 1998 - May 2001
John Alden Life Insurance Company October 1993 - April 1997
Skills
Series 24, Investment Advisory, Retirement Income..., Executive Benefits, Succession Planning, Closely Held..., Retirement Planning, Securities, Key Person Insurance, New Business Development, Life Insurance, Insurance, Term Life Insurance, Long Term Care Insurance, Long-term Care, Health Insurance, Fixed Annuities, Employee Benefits, Permanent Life Insurance, Demographics, Equity Indexed Annuities, Individual Pension Plans
Education
The American College 2013 — 2016
currently matriculated with the college to further my financial education
Salisbury University - Perdue School of Business 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
The Aptus Group 2003 - Present
Nationwide Financial 2001 - 2003
Jackson National Life 2000 - 2001
Education
Ohio University 1996 — 2000
BBA, Finance
Zurich North America January 2013 - Present
Zurich North America June 2010 - January 2013
Jackson National Life August 2009 - June 2010
Skills
Underwriting, Insurance, Property, Commercial Insurance, General Insurance, Liability, Casualty, Brokers, Claim, Risk Management, Workers Compensation, Financial Analysis, Retirement Planning, Enterprise Risk..., Customer Service, Property, Account Management, Pricing, Negotiation, New Business Development, Financial Institutions, Commercial Lines, Umbrella Insurance, Liability Analysis, Marketing, Property & Casualty..., Analysis, Excess, Marketing Strategy
Education
Purdue University 2005 — 2009
Bachelor's degree, Financial Planning and Services
Ashley Sawtelle Photography November 2011 - Present
Push IO Inc. November 2011 - September 2013
Crestone Capital Advisors November 2008 - November 2011
Jackson National Life January 2007 - November 2008
Skills
Weddings, Photography, Recruiting, Enterprise Software, Event Management, Digital Photography, Wedding Photography, Film photography, Portrait Photography, New Business Development, Website Development, Client Service, Social Media, Salesforce.com, iPhone, Start-ups, Sales, Strategic Planning, Customer Service
Education
Texas Tech University 2002 — 2006
Finance, General
The University of Texas at Austin
Merrill Lynch April 2015 - Present
Jackson National Life January 2012 - April 2015
H.D. Vest Financial Services February 2008 - December 2011
Skills
Wholesaling, Series 7, Series 63, Series 24, Annuities, Public Speaking, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Financial Services, Retirement Planning, Asset Allocation, Financial Advisory, Estate Planning, Insurance, Investments, Alternative Investments, Strategic Planning, Securities, Financial Analysis, Asset Management, Portfolio Management, Equities, Certified Financial..., Coaching, 401k, Banking, Finance, Investment Advisory, Investment Strategies, Life Insurance, Long-term Care, Uniform Combined State..., Variable Annuities, Wealth, Wholesale, Financial Planning, Wholesale Sales
Education
Texas A&M University 2003 — 2007
Bachelor of Science, Economics, Business
ATEL Capital Group August 2014 - Present
San Diego Community College District May 2013 - August 2014
Platinum Wealth Management October 2012 - August 2014
Macquarie Capital (USA) Inc. October 2009 - May 2012
Riversource Annuities April 2008 - May 2009
ICON Capital Corp. November 2004 - March 2007
Jackson National Life May 2004 - November 2004
Pacific Life November 2001 - March 2004
Wells Fargo SecuritiesWFS is the investment and brokerage services division of Wells Fargo Bank. September 1999 - February 2001
Skills
Wealth Management, Financial Planning, Client Relationship..., Customer Service, Account Management, Market Analysis, Investment Analysis, Training & Education, Investment Products, Variable and Fixed..., Alternative Investments, New Business Development, Sales Presentations, Group Presentations, Start-ups, Event Planning, Series 7, Series 63, Series 65, Life Insurance, Fusion Presentations, Sequoia Sales Training, Investments, Financial Advisory, Strategic Financial..., Valuation, Investment Management, Financial Services, Retirement Planning, Business Development, Insurance, Sales, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Fixed Annuities, Securities, FINRA, Separately Managed..., Retirement, Variable Annuities, Wealth Management..., Asset Management, Financial Planners, Series 6, ETFs, Wealth, Portfolio Management, CRM
Education
Point Loma Nazarene University 2002 — 2014
Master of Business Administration (M.B.A.), Business
San Diego State University-California State University 1997 — 1999
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Ash Brokerage April 2014 - Present
Highland Capital Brokerage January 2011 - March 2014
Pilger Financial 2003 - 2011
Crump Life Insurance Services 2008 - 2009
Genworth Financial 2004 - 2006
Safeco Insurance 2003 - 2004
Jackson National Life 2000 - 2002
Jackson National Life 1997 - 2000
Walnut Street Securities, Inc. 1994 - 1997
Manulife Financial 1991 - 1994
Skills
Fixed Annuities, Financial Services, Retirement Planning, Series 6, Retirement, Series 63, IRAs, Variable Annuities, Indexed Annuities, Life Insurance, Income Distribution, Business Development, Mutual Funds, Retirement Income..., Long-term Care Income..., Term Life Insurance, Disability Insurance, Series 7, Structured Settlements, Pension Risk Transfer
Education
St. Olaf College 1983 — 1987
Bachelor of Arts (BA)
Ditech Financial LLC (formerly Green Tree Servicing) November 2013 - Present
The Schwan Food Company January 2012 - September 2013
The Schwan Food Company February 2011 - December 2011
The Schwan Food Company June 2004 - February 2011
The Schwan Food Company July 2002 - June 2004
NCS Pearson July 2001 - June 2002
Jackson National Life January 2001 - June 2001
Ameriprise Financial Services, Inc. June 1999 - September 2000
Skills
Accounting, Analysis, Finance, Financial Analysis, Financial Planning, Financial Reporting, Investments, Process Improvement, Strategic Financial..., Financial Modeling, Microsoft Excel
Education
Southwest Minnesota State University 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
St. Catherine University 1994 — 1997
Bachelor's degree, Accounting
Next Level Academy April 2012 - Present
Bank of England, Mortgage Division 2010 - July 2012
Curian Capital January 2009 - December 2010
Jackson National Life January 2006 - January 2009
Skills
Customer Service, Leadership, Sales Management, Public Speaking, Insurance, Mortgage Lending, Financial Advisory, Strength Training, Strategy, Investments, Training, Fitness, CRM, Kicking Ass, Martial Arts, Coaching, Time Management, Krav Maga
Education
Regis University
Communication
MGMA September 2015 - Present
Green House Data August 2010 - August 2015
Precis E-business Agency February 2007 - July 2010
Nelnet November 2003 - February 2007
Jackson National Life July 2002 - September 2003
Skills
Online Marketing, SEO, Lead Generation, Social Networking, Marketing, Social Media, PPC, Product Marketing, CRM, Digital Strategy, Google Analytics, Direct Marketing, Product Management, Sales Process, Integrated Marketing, Digital Marketing, Google Adwords, Brand Development, Mobile Marketing, Marketing Automation, Marketing Research, SaaS, Strategic Partnerships, Cold Calling, B2B, Marketing Communications, Sales Management, Demand Generation, Business Development, Social Media Marketing, Web Analytics, Direct Sales, Email Marketing, Public Relations, SEM, B2B Marketing, Web Marketing, Digital Media, Online Advertising, Competitive Analysis, Account Management, Advertising, Analytics, Management, Market Research, Strategic Planning, Web Analytics..., E-commerce, Salesforce.com, Marketing Strategy
Education
Texas Christian University 1993 — 1996
B.A., Sociology
Southwest High School
Jackson National Life January 2013 - Present
Avron Financial October 2005 - January 2013
Connextions October 2012 - December 2012
MPEG LA 2007 - 2008
Janus Capital Group 1998 - 2005
Skills
Series 7, Strategic Financial..., Retirement Planning, Life Insurance, Personal Finance, Asset Management, 401k, Asset Managment, Investment Advisory, Securities, Health Insurance, Long Term Care Insurance, Asset Allocation, Mutual Funds, Insurance, Fixed Income, Fixed Annuities, Equities, Investment Management, Alternative Investments, Salesforce.com, Sales, Compliance, Customer Retention, Retention Strategies, Equity Indexed Annuities, Personal Financial..., Indexed Annuities, Marketing, REIT, Medicare, Microsoft Office, CRM, Variable Annuities, Research, Series 66, Asset Retention, UCITS, Series 63, IRAs, Retirement, Finance, Leadership, Investments
Education
Regis University 1999 — 2004
Business, Financial
2015 Level I Candidate in the CFA Program
Montage Investments September 2011 - Present
Old Mutual Asset Management July 2009 - August 2011
Old Mutual Capital September 2007 - August 2009
Old Mutual Capital June 2005 - September 2007
Old Mutual Capital 2004 - 2005
Jackson National Life 2002 - 2004
Janus Capital Group 2000 - 2002
Skills
FINRA Series 6, Series 7, Series 24, Series 63, Series 66, Alternative Investments, Mutual Funds, Hedge Funds, Separately Managed..., Wholesaling, Registered Investment..., Captives, Territory Account..., Presentations, Sales Prospecting
Education
San Diego State University-California State University 1993 — 1996
B.S.
Googie Down, LLC January 2002 - Present
The Annexus Group January 2013 - January 2014
Jackson National Life July 2002 - January 2013
Gates Corporation June 2000 - May 2002
Fed-Ex Kinkos May 1997 - June 2000
MillerCoors May 1990 - March 1994
Skills
Financial Services, Marketing Communications, Marketing, Process Improvement, Leadership, Strategic Planning, Relationship Management, Marketing Strategy, Vendor Management, CRM, Series 6, Business Analysis
Education
University of Colorado at Denver 1990 — 1993
Red Rocks Community College 1988 — 1990
StratEx Partners, LLC 2007 - Present
Jackson National Life July 2006 - June 2007
Skills
Operations Management, Financial Reporting, Financial Modeling, Project Management, Software Project..., Accounting, Payroll Taxes, Payroll, Software Implementation, Compliance, Cost Accounting, Team Management, HRIS Database Management
Education
Ohio University 2002 — 2006
Accounting & Finance
Annuity Marketing Services May 2014 - Present
Citizens Bank August 2013 - May 2014
AIG American General 2005 - March 2013
Jackson National Life 2002 - 2005
Bankmark 1997 - 2002
First Nationwide Bank/Mellon 1982 - 1997
Skills
Life and Health..., Series 6, Series 7, Series 63, Pre-Licensing Training, Continuing Education, Investments, Retirement Planning, Series 65, Banking, Financial Services, Series 24, Mutual Funds, Variable Annuities, Retirement, Fixed Annuities, Training, Wealth Management, Management, 401k, Insurance, Sales, Underwriting, Sales Operations, Life Insurance, IRAs, Indexed Annuities, Finance, FINRA, Asset Allocation, Equity Indexed Annuities
Education
Ramapo College of NJ 1975 — 1979
Bachelor's degree, Psychology
Groover Seminars January 2015 - Present
Fifth Dimension Consulting January 2008 - December 2014
Christina Coffman Consulting Services, LLC 2008 - 2011
TIAA-CREF February 2006 - April 2008
Jackson National Life 2008 - 2008
J.P. Morgan April 2004 - February 2006
Computershare November 2002 - April 2004
Skills
Employee Relations, Employee Benefits, Investments, Change Management, Coaching, Leadership Development, Research Project..., MS Project, New Business Development, Web Project Management, Project Portfolio..., Project Management, Risk Management, Program Management, Leadership, Management, Strategy, Negotiation, Organizational..., Process Improvement, Training, Business Development
Education
Regis University 2011 — 2012
Master's of Science in Organizational Leadership, Project Management, Organizational Leadership, 3.78
Regis University 2005 — 2010
Bachelor of Science; a Bachelor of Arts, Business Administration; an emphasis in Management; Organizational
Cornerstone OnDemand April 2011 - Present
Cornerstone OnDemand March 2009 - April 2011
AIG Sun America August 2005 - February 2009
AIG Sun America July 2002 - August 2005
Accruent November 2000 - May 2002
Jackson National Life January 2000 - July 2000
Skills
SaaS, Cloud Computing, Consulting, Financial Services, Negotiation, Networking, Software, Marketing, Marketing Strategy, Salesforce.com, Solution Selling, Enterprise Software, Direct Sales, Lead Generation, CRM, Sales Process, Account Management, Business Development, Product Management, Cross-functional Team..., Leadership, Strategic Partnerships, Sales Operations, Selling, Strategy
Education
Pepperdine University 1996 — 2000
Bachelor's degree, International Business
Dell October 2012 - Present
Monet Lane Productions June 2012 - October 2012
Austin Post June 2012 - October 2012
Jackson National Life October 2011 - May 2012
St. Edward's University August 2010 - May 2012
Freelance Commercials/Reality TV/Film January 2008 - March 2012
Electro-Fish Films June 2011 - August 2011
Cosmo Cool Concepts Inc. April 2009 - August 2009
Cottonwood Pictures June 2008 - July 2008
Backyard Productions January 2008 - January 2008
Skills
Television Production, Media Production, Project Management, Social Media Strategy, Photoshop, Illustrator, Microsoft Office, Mac OS X, HTML, CSS, LinkedIn, Twitter, Wordpress, Hootsuite, Facebook, Commercials, Final Cut Pro, Social Media Marketing, Video Production, Film, Digital Marketing, WordPress, Social Networking, Social Media, Digital Media, Television, Adobe Creative Suite, Video Editing, Google Analytics, Digital Strategy, SEO, Blogging, Event Management, YouTube, New Media, Broadcast
Education
St. Edward's University 2010 — 2012
MBA, Digital Media Management
University of Houston 1999 — 2004
Bachelor of Business Administration, Management Information Systems, Media Production
Anadarko Petroleum Corporation October 2013 - Present
Anadarko Petroleum Corporation June 2008 - September 2013
Jackson National Life May 2006 - May 2008
Skills
Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Accounting, General Ledger, Account Reconciliation, Financial Reporting, GAAP, Accruals, Internal Controls, Financial Statements, Hyperion Enterprise, Microsoft Excel, Natural Gas, Cash Flow, Variance Analysis, Analysis, SEC filings
Education
University of Colorado at Denver 2006 — 2008
BS, Business Administration
Red Rocks Community College 2004 — 2006
Associate of Arts
Jackson National Life November 2012 - November 2014
Wieland-Davco Corporation August 2012 - October 2012
Spring Arbor University September 2011 - May 2012
Home Appliance Company June 2005 - January 2012
C.P. Federal Credit Union January 2011 - May 2011
Skills
Financial Analysis, Analysis, Project Management
Education
Spring Arbor University 2008 — 2012
Bachelor of Arts (B.A.), Finance
AIG February 2015 - Present
SunAmerica Retirement Markets October 2013 - February 2015
Franklin Square Capital Partners April 2012 - October 2013
Jackson National Life June 2004 - April 2012
Putnam Investments June 2003 - June 2004
Skills
Fixed Annuities, Series 7, Series 63, Insurance, Mutual Funds, New Business Development, Marketing Strategy, Retirement Planning, Alternative Investments, Investments, Retirement, Asset Allocation, Series 6, Investment Strategies, Life Insurance, Variable Annuities, Finance, Securities, IRAs, Disability Insurance, Term Life Insurance, Life, Long Term Care Insurance, Health Insurance, Wholesale, Long-term Care, Sales, Financial Services, Marketing
Education
St. Edward's University 2001 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Episcopal High School 1995 — 1998
High School Degree, Business Administration and Management, General
Invesco May 2013 - Present
Invesco Ltd. November 2010 - May 2013
Ameriprise Financial March 2010 - October 2010
ESHBACH & COMpany December 2005 - March 2010
2003-2005 2003 - 2005
AIM Investments January 2000 - January 2003
Jackson National Life January 1999 - January 2000
AIM Investments January 1996 - January 1999
Skills
Investments, Management, Business Development, Leadership, Strategy, Training, Mutual Funds, Marketing, Financial Services, Series 7, Strategic Planning, Strategic Financial..., Program Management, Sales, Product Marketing
Education
Sam Houston State University
University of Houston-Clear Lake
BACHELOR, BUSINESS ADMINISTRATION; Business Management
SIS Investment Services April 2008 - Present
Habitat for Humanity of York County 2012 - 2013
Integrity Mutual Funds January 2007 - April 2008
TexIns Solutions January 2005 - January 2007
Jackson National Life February 2004 - January 2005
Guardian Life Insurance March 2001 - January 2004
Orbitex Funds February 2000 - January 2001
Putnam Investments June 1999 - February 2000
Thermo Fisher Scientific January 1996 - June 1999
Skills
Retirement Planning, Investments, Risk Management, 401k, Mutual Funds, Separately Managed..., Variable Annuities, Series 7, Series 63, Series 6, Due Diligence, Insurance, Financial Advisory, Investment Advisory, Retirement, Fixed Annuities, FINRA, Estate Planning, Wealth Management, Strategic Financial..., Alternative Investments, Investment Strategies, Finance, Financial Services, Asset Allocation, Asset Management
Education
The American College 2006 — 2007
CFP® Certification Curriculum, Financial Planning and Services
University of Southern Maine 1986 — 1994
BA, Economics, Business, Political Science
National Academy of Sports Medicine (NASM) December 2014 - Present
Colliers International April 2015 - July 2015
Big Lots September 2014 - January 2015
Dawson Careers June 2014 - September 2014
NetJets January 2014 - June 2014
Edge Partnerships January 2013 - November 2013
Jackson National Life October 2012 - December 2012
Leaderpromos.com February 2012 - June 2012
Pier 1 Imports October 2011 - January 2012
Fifth Third Bank June 2010 - September 2011
Skills
Communication, Public Relations, Social Media, Social Networking, Public Speaking, Prospecting Skills, Customer Relations, Marketing, Writing, Blogging, Research, Networking, Volunteering, Problem Solving, Phone Etiquette, Organizing, Microsoft Office, Word, PowerPoint, Excel, Outlook, Windows 7, Mac, English, Spanish, Acting, Voice Over, Singing, Personal Training, Editing, Writing News Releases, Copywriting, Customer Service, Event Management, Film, Microsoft Excel, Microsoft Word, Television, Leadership, Newsletters, Press Releases, Facebook, Photography, Social Media Marketing, Media Relations, Marketing Communications, Corporate Communications, Entertainment, Internal Communications
Education
Ohio University 2004 — 2008
Bachelors of Science, Communication
Dublin Coffman High School 2000 — 2004
UBS Financial Services Inc. January 2013 - Present
Morgan Stanley Smith Barney August 2007 - January 2013
RJL Inc. May 2003 - August 2007
Jackson National Life 2000 - 2002
Skills
Series 7, Series 63, Asset Allocation, Retirement Planning, Asset Management, Wealth Management, Investment Advisory, Alternative Investments, Uniform Combined State..., Portfolio Management, Retirement, Financial Planning, Investment Strategies
Education
San Diego State University-California State University 2003 — 2005
Personal Financial Planning, Finance, General
Southwest Texas State University 1994 — 1997
Bachelor of Business Administration, Finance
. February 2012 - Present
Farmers Insurance and Financial Services April 2011 - March 2012
Jackson National Life December 2008 - March 2011
MFS Investment Management August 2004 - August 2008
MFS Investment Management September 2002 - August 2004
Skills
Retirement Planning, Wealth Management, Investments, Alternative Investments, Securities, Retirement, Life Insurance, Term Life Insurance, FINRA, Variable Annuities
Education
Providence College 1997 — 2002
BA, Liberal Arts
Capital Group February 2012 - July 2014
Jackson National Life January 2012 - February 2012
Jackson National Life October 2009 - December 2011
Boston Financial Data Services June 2008 - July 2009
Newell Rubbermaid Mimio Division August 2007 - May 2008
e-Dialog May 2007 - August 2007
Skills
Finance
Education
Simmons College 2004 — 2008
Bachelor of Arts
Multistream Capital July 2015 - Present
Somerset Securities June 2014 - Present
Somerset Wealth Strategies June 2004 - Present
Raymond James June 2004 - October 2012
Jackson National Life June 2002 - July 2004
Morgan Stanley December 2000 - June 2002
Skills
Finance, Securities, Financial Advisory, Business Analysis, Investments, Mergers & Acquisitions, FINRA, Series 7, Portfolio Management
Education
Ohio University 1995 — 2000
Bachelor of Science, Industrial Technology
Great-West Financial June 2015 - Present
Jackson National Life November 2011 - June 2015
Jackson National Life May 2010 - November 2011
Jackson National Life January 2008 - June 2010
Colorado State Bank and Trust March 2007 - January 2008
OppenheimerFunds February 2001 - March 2007
Skills
Mutual Funds, Series 7, Series 63, Series 6, 401k, Retirement, Investments, Financial Services, Asset Allocation, Retirement Planning, Alternative Investments, Investment Advisory, Separately Managed..., Wealth Management, Variable Annuities, Financial Markets, Relationship Management, IRAs, Sales, Financial Advisory, ETFs, FINRA, Investment Management, Series 24, Securities
Education
Seton Hall University 1995 — 1999
Bachelor of Arts, Communications
Jackson National Life January 2000 - Present
Skills
Avaya Communication..., Network Architecture, Telecommunications..., Harley Davidson, Disaster Recovery, Vendor Management, Strategic Planning, Call Center, Leadership
Education
Purdue University 1979 — 1980
n/a, History, downhill
Jackson National Life May 2013 - Present
Super Hive Productions April 2013 - Present
Charlotte Assembly of God August 2009 - Present
Meijer October 2011 - September 2013
Skills
Public Speaking, Writing, Critical Thinking, Microsoft Office, General Insurance, Risk Management, Team Building, Time Management, Leadership, Customer Service
Education
Olivet College 2011 — 2015
Bachelor of Arts (B.A.), Insurance and Risk Management
Ericsson July 2012 - June 2015
Ericsson July 2008 - June 2012
NetSol Technologies Inc. December 2004 - July 2008
JM Family Enterprises July 2007 - February 2008
Avis Budget Group January 2006 - June 2007
General Motors November 2003 - December 2004
Chrysler October 1998 - November 2003
Ford Motor Company July 1998 - October 1998
Jackson National Life February 1996 - July 1998
Quaid-i-Azam University October 1990 - December 1994
Skills
Change Management, Business Analysis, Program Management, PMO, Product Development, Integration, Business Intelligence, Management, Resource Management, CRM, SDLC, Leadership, Strategy, Project Management, Software Project..., Budgets, Risk Management, Requirements Analysis, Team Management, Consulting, Telecommunications, Software Development, Cross-functional Team..., Pre-sales, Project Planning, Analysis, Team Leadership, Oracle, Vendor Management
Education
RMIT University 2005 — 2007
Research Doctorate, Project Management
The George Washington University - School of Business 2002 — 2004
MS, Project Management
University of Detroit Mercy 1995 — 1995
MS, Computer Science
Quaid-e-Azam University, Islamabad 1988 — 1990
MS, Computer Science
University of the Punjab, Lahore 1985 — 1987
BS, Mathematics and Physics
University of London 1983 — 1985
GCE O'Level
Islamabad College for Boys 1973 — 1985
FSc, Pre Engineering
Fidelity Investments December 2010 - Present
CenterPoint Insurance Group, LLC March 2010 - December 2010
Allianz Life February 2007 - March 2010
First American Funds August 2005 - February 2007
Jackson National Life January 2000 - April 2005
American Skandia October 1998 - January 2000
Education
Norwich University 1997 — 1999
Bachelors, Liberal Arts
Wheaton College (MA) 1995 — 1997
The Lawrenceville School 1992 — 1995
High School
Jackson National Life February 2011 - Present
Lowes Home Improvement May 2008 - August 2009
Tennessee Technological University August 2006 - May 2008
Ponderosa Steakhouse September 2005 - August 2006
Education
Tennessee Technological University 2005 — 2009
Bachelor of Science, Economics
Melaleuca March 2009 - Present
Protecting Retirement LLC April 2009 - December 2011
RiverSource April 2008 - March 2009
Western Reserve Group January 2007 - April 2008
Jackson National Life September 2005 - January 2007
Nationwide Financial January 2001 - September 2005
Skills
Retirement Planning, Insurance, Fixed Annuities, Territory..., Relationship Management, Consultative Approach, Value-added, Cold Calling Experience, Executive Level..., Client Retention..., Competitive Analysis, Referral Development, Expert Presentation..., Strategic Financial..., Public Speaking, CRM, Wealth, Retirement, Leadership, Marketing, Financial Services, Sales Operations, Life Insurance, Employee Benefits, 401k, Management, Disability Insurance, B2B, Entrepreneurship, Small Business, Financial Planners, Series 63, Mutual Funds, Series 7, Financial Advisory, IRAs, Long-term Care
Education
University of Cincinnati 1978 — 1982
BS, Business
Ohio University 1975 — 1978
Business
LTC Financial Partners January 2009 - Present
John Hancock April 2007 - November 2008
John Hancock Life Insurance Company (U.S.A.) 2007 - 2008
UVEST Financial Services 2004 - 2006
Jackson National Life Institutional Marketing Group 1999 - 2004
Jackson National Life 1997 - 2003
SunAmerica 1996 - 1997
Independent Financial Marketing Group 1994 - 1997
GNA 1987 - 1992
Skills
Series 7, Mutual Funds, Business Development, Life Insurance, Wealth Management, Investments, Insurance, Risk Management, Financial Services, Marketing, Retirement Planning, Training, Sales Management, Retirement, Fixed Annuities, Sales, Long-term Care, IRAs, Banking, Long Term Care Insurance
Education
Texas State University 1968 — 1971
Advertising, Marketing
Mahoney Performance Institute February 2015 - Present
Burst Marketing September 2008 - June 2014
Payden & Rygel 2001 - 2002
Jackson National Life 2000 - 2001
Skills
Advertising, Marketing Strategy, Integrated Marketing, Lead Generation, Direct Marketing, Brand Development, Business Development, Digital Media, Blogging, CRM, Public Relations, SEO, Marketing, Online Marketing, Email Marketing, SEM, Facebook, Online Advertising, Social Media Marketing, Strategy, Sales, Social Networking, Marketing Communications, Digital Marketing, Google Analytics, Social Media, Management, Strategic Planning, Entrepreneurship, Media Relations
Education
Syracuse University 1982 — 1986
Bachelor of Science, Marketing, Finance
Bank of the West November 2014 - March 2015
Colorado State Bank and Trust September 2013 - November 2014
TIAA-CREF December 2004 - March 2013
AIG SunAmerica January 2004 - January 2005
Jackson National Life January 2002 - January 2004
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Retirement, Asset Allocation, Investments, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Management, Wealth Management..., IRAs, Financial Services, High Net Worth..., Estate Planning, Financial Planning, Uniform Combined State...
Education
Southern Illinois University, Carbondale 1986 — 1990
Bachelor's Degree, Finance and Financial Management Services
Jackson National Life October 2012 - Present
AT&T November 2010 - October 2011
Verizon Wireless September 2007 - October 2010
Skills
Typing, Microsoft Office, Apple OS, HTML
Education
Strayer University-Tennessee 2010 — 2013
Master of Business Administration (M.B.A.), Management
University of North Alabama 2003 — 2007
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance
TIAA-CREF May 2014 - Present
Great-West Financial October 2012 - May 2014
Jackson National Life September 2006 - October 2012
Skills
Project Management, Financial Services, Strategic Communications, Consulting, Business Writing, Marketing, Marketing Strategy, Marketing Communications, Account Management, Email Marketing, Business Development, Strategy, Salesforce.com, Digital Marketing, Lead Generation, B2B, Integrated Marketing, Direct Marketing
Education
Regis University 2011 — 2013
Master of Business Administration (MBA), Business/Commerce, General
St. Bonaventure University 2002 — 2006
Bachelor of Arts (B.A.), Journalism Mass Communications
Portamedic (Hooper Holmes Paramedicals) March 2013 - September 2013
Trace Staffing Solutions 2013 - 2013
Trace Staffing Solutions 2013 - 2013
Jackson National Life 2008 - August 2012
GEICOMacon, Ga June 2003 - July 2007
J.C. Penney Company January 1998 - June 2003
Skills
Sales Management, Lyricist, Multi-unit Retail..., Sales, Retail, Customer Service, Customer Satisfaction, Customer Retention, Sales Process, Team Building, Direct Sales, Insurance, Leadership, Sales Operations, Coaching, Inventory Management, Sales Presentations, Profit, Marketing, Team Leadership, Relationship Management, Merchandising, Human Resources, Call Centers, Management, Cold Calling
Education
Southern Nazarene University 2001 — 2003
Bachelor's degree, Organizational Leadership
Southern Nazarene University
Bachelor's degree, Organizational Leadership
Jackson National Life February 2013 - Present
Jackson National Life October 2011 - January 2013
Jackson National Life March 2011 - October 2011
Jackson National Life May 1995 - September 2011
Alexander Hamilton Life 1983 - 1992
Skills
Leadership Development, Team Building, Goal Setting, Coaching, Technical Recruiting, College Recruiting, Process Improvement, DB2, Insurance, Mainframe, Financial Services, COBOL, SDLC, Business Analysis, SQL, Automation
Education
Oakland University 1984 — 1988
Master of Science (MS), Computer Science and Engineering
Wayne State University 1977 — 1982
BA, Computer Science
Strategic Wealth, LLC 1994 - Present
Partners Advantage Insurance Services, LLC January 2011 - March 2012
Old Mutual February 2008 - December 2010
Transamerica Reinsurance 2005 - 2008
Jackson National Life 2004 - 2005
AEGON 2001 - 2004
Transamerica Insurance and Investment Group (Aegon USA) 1997 - 2001
Skills
Insurance, Wealth Management, Life Insurance, Leadership, Financial Advisory, Sales Management, Wealth, Team Building, Securities, Retirement Planning, Strategy, Retirement, Management Consulting, Disability Insurance, Financial Planners, 401k, Long-term Care, Product Development, Investments, Estate Planning, Employee Benefits, Strategic Financial..., IRAs, Sales, Qualified Retirement..., Non-Qualified Deferred..., Investment Management, Portfolio Management, Investment Advisory, Plannning, Tax, Mutual Funds, Cash Flow, Exit Strategies, Annuity, Exit Planning, Succession Planning, Legacy Planning, Tax Reduction Strategies, Cash Flow Strategies, Management, Financial Services, Strategic Planning, Marketing, Risk Management, Finance
Education
Piedmont College 1993 — 1995
BA, Business/Finance
Whole Foods Market June 2012 - Present
NightShade July 2011 - Present
Whoa Nelly! Catering May 2011 - Present
AOC, Mediterranean Cuisine September 2009 - April 2011
Café Star, Mediterranean Cuisine August 2007 - July 2009
Parallel 17 December 2008 - March 2009
Panzano May 2007 - September 2007
Jackson National Life July 2002 - March 2006
American Red Cross March 1997 - April 2002
Skills
Cooking, Menu Development, Banquets, Recipes, Cuisine, Marketing, Gourmet, Social Media, Social Media Marketing, Project Management, Community Outreach, Public Speaking, Marketing Strategy, PowerPoint, Social Networking, Marketing Communications, Strategic Planning, Email Marketing, Research, Product Development, Catering, Food & Beverage, Restaurants, Culinary Skills, Food Safety
Education
Johnson & Wales 2006 — 2007
AS, Culinary Arts
San Diego State University-California State University 1993 — 1997
BA, Psychology
Great-West Financial March 2013 - Present
CCH TeamMate January 2011 - March 2013
GWFS Equities Inc, a Great-West Company June 2007 - December 2010
Curian Capital, a division of Jackson National Life June 2006 - May 2007
Jackson National Life July 1999 - June 2006
Skills
Training, Risk Management, Financial Services, Internal Controls, Insurance, Analysis, Business Analysis, Process Improvement, Securities, Customer Service, Business Process..., Mutual Funds, Internal Audit, Banking, Series 63, Information Technology..., Sarbanes-Oxley Act, Financial Risk, Compliance, Series 6, Inspection, Software Implementation, Consultants
Education
Regis University 2004 — 2007
Master's of Science, Management
Regis University 2004 — 2007
Certificate, Executive International Management
Regis University 2000 — 2003
Bachelor's of Science, Business Administration
Jackson National Life April 2006 - Present
The Hartford 2005 - 2006
Jackson National Life Distributors LLC July 2002 - March 2005
Skills
Securities, FINRA, Series 7, Mutual Funds, Insurance, Series 63, Fixed Annuities, Series 24, Series 6, Investments, Retirement, Variable Annuities, Financial Services, Corporate Governance, Retirement Planning, Securities Regulation, Due Diligence, 401k
Education
Thomas M. Cooley Law School 1992 — 1995
Juris Doctor
University of Massachusetts Boston 1988 — 1990
Bachelors of Arts, Political Science
University of California, Santa Barbara 1982 — 1984
Business Economics
Santa Barbara City College 1980 — 1982
Associate Arts, Business Administration
Edward Jones January 2012 - Present
Edward Jones October 2008 - January 2012
Curian Clearing August 2007 - October 2008
Curian Clearing September 2004 - August 2007
Jackson National Life December 2000 - September 2004
Skills
Series 7, Series 66, Series 24, Mutual Funds, Financial Services, Management, Investments, Securities, Risk Management, Accounting, Series 63, Cash Management, Financial Analysis
Education
Regis University 2003 — 2005
MBA, Accounting & Finance
University of Illinois at Urbana-Champaign 1997 — 2000
MS, Ag. Economics
University of Illinois at Urbana-Champaign 1990 — 1995
BS, Agronomy
Jackson National Life 2012 - April 2015
HP Enterprise Services 2011 - 2012
Consumers Energy 2008 - 2011
Consumers Energy 2007 - 2008
Jerri Munn Photography 2004 - 2008
Spring Arbor University 2002 - 2007
DMA 2001 - 2002
Cambridge Technology Partners, Cambridge, MA 2000 - 2001
Superior Consultant Co. 1998 - 2000
Intermountain Digital Imaging February 1987 - February 1998
Skills
Virtualization, vSphere, Application Development, Data Center, Cloud Computing, Presentation Skills, Virtual Desktop..., smart grid, VMware, Smart Metering, Linux, Windows Server, CGI/Perl, Active Directory, Integration, IT Strategy, Brocade Fibre Switches, Testing, Data Analysis, System Deployment, System Architecture, IT Operations Management, Microsoft SQL Server, Data Science, IT Infrastructure Design, Oracle PL/SQL..., Unix Shell Scripting, Powershell, IT Solutions, System Administration, Systems Engineering, Training, IT Hardware Support, Managing IT..., Enterprise Architecture, Software Development, Project Management
Education
Spring Arbor University
Bachelor's Degree, Management and Organizational Development
Grange Life Insurance June 2012 - Present
Grange Insurance November 2010 - June 2012
Nationwide Financial August 2007 - May 2011
Universal American September 2004 - September 2007
Jackson National Life January 2000 - August 2003
Skills
Business Development, Insurance, New Business Development, Leadership, Sales, Management, Strategic Planning, Training
Education
Norwich University 1985 — 1989
B.S. Business Management, Finance
Principal Financial Group July 2011 - Present
ReMark International February 2010 - April 2011
Bankers Life and Casualty January 2009 - February 2010
Nationwide Financial Network January 2008 - January 2009
Merrill Lynch January 2006 - January 2008
Guardian January 2004 - January 2005
Jackson National Life January 2000 - January 2003
HD Vest 1999 - 2000
Education
Texas Tech University 1994 — 1997
BA, Psychology
Starbucks April 2014 - Present
Kate Up Late May 2011 - Present
Loveland Opera Theatre October 2014 - February 2015
Integrity Installations May 2014 - February 2015
Loveland Opera Theatre January 2014 - February 2014
Great-West Retirement Services December 2009 - December 2013
Jackson National Life August 2009 - November 2009
Multiple Local Theatres January 1996 - November 2009
Jackson National Life February 2007 - August 2009
Jackson National Life July 2006 - February 2007
Skills
Telephone Skills, Data Entry, Scheduling, Customer Relations, Research, Fax, Series 6, Customer Service, Annuity, Mentoring, Microsoft Office, Series 63, Annuities, Outlook, Mutual Funds, 401k, Call Center, Excel, Public Speaking, Word, Customer Satisfaction, Securities, Problem Solving, Access, Employee Benefits, Microsoft Excel, Fixed Annuities, Call Centers, Training, Process Scheduler, Microsoft Word, Team Building, Time Management, Life Insurance, Sales, IRAs, Retirement Planning
Education
Colorado School of Healing Arts 2002 — 2002
Santa Fe University of Art and Design 1998 — 2002
BA, Theatre, Dance
Jefferson County Open School 1994 — 1998
High School Diploma
Janus Capital Group 2011 - Present
Merrill Lynch 2009 - 2011
Jackson National Life 2008 - 2009
National City Corporation 2006 - 2008
First Horizon National Corporation 2003 - 2006
Skills
Strategic Market..., Solution Selling, Team Building, Territory Growth, High-Impact Sales..., Key Client Retention, Organizational..., Positioning, Customer Retention, Series 7, Mutual Funds, Asset Allocation, Training, Business Development, Finance, Series 63, 401k, Sales Operations
Education
Millersville University of Pennsylvania 1998 — 2000
Social Studies Education
Thaddeus Stevens College of Technology 1997 — 1998
Associates Degree in Applied Sciences
Protective Life July 2015 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas April 2013 - July 2015
Mintel Comperemedia July 2011 - April 2013
Jackson National Life 2002 - 2011
US Army 1995 - 2011
Jackson National Life 2000 - 2002
US Army 1991 - 1995
Skills
Competitive Analysis, Market Research, Competitive Intelligence, Insurance, Qualitative Research, Leadership, Marketing Research, Market Analysis, Management, Training, Marketing Communications, Variable Annuities, Data Analysis, Financial Services, Analysis, Business Analysis
Education
Norwich University 2010 — 2013
MBA, Business Administration, (With Honors)
University of Denver 2006 — 2008
MPS, Applied Communications, (Marketing, Public Relations)
University of Northern Colorado 1995 — 1999
BME, Instrumental Music Education (K-12)
Defense Language Institute 1992 — 1992
Diploma, Russian
RE/MAX Southeast, Inc. April 2015 - Present
Amplify Skin Solutions, LLC February 2013 - Present
eWomenNetwork May 2012 - Present
The Inverness Hotel and Conference Center September 2013 - March 2015
Wells Fargo Advisors, LLC October 2011 - January 2013
TCF Bank April 2011 - September 2011
Peoples Mortgage Corporation October 2010 - April 2011
Keller Williams Denver Southlands 2008 - 2011
Colorado State Bank and Trust August 2009 - October 2010
Jackson National Life August 2008 - September 2009
Skills
Sales, Time Management, Customer Retention, Makeup Artistry, Customer Service, Sales Management, Microdermabrasion, Eyelash & Eyebrow..., Retail, Chemical Peels, Customer Satisfaction, Team-oriented, Acne Treatment, Waxing, Eyelash Extensions, Facials, Computer Proficiency, Bikini waxing, Anti-aging, Cruelty Free Skin Care, Organic and Vegan Skin..., Asset Managment, Banking, Budgets, Business Development, Buyers, Credit, Credit Analysis, Entrepreneurship, Finance, Financial Services, Investment Properties, Insurance, Investments, Leadership, Loan Origination, Loans, Marketing, Mortgage Banking, Mortgage Lending, Networking, Public Speaking, Real Estate, Residential Homes, Residential Mortgages, Team Building
Education
New Dimensions School 2013 — 2013
Esthetician, Anti-Aging Solutions and Eye lash extensions
Registrations 2008 — 2011
Series 7 and 66 Registrations, Life and Variable Insurance licenses
Kaplan Professional Schools 2006 — 2007
Real estate license, Real Estate License
Pikes Peak Community College
Business, Management, Marketing, and Related Support Services
C3/CustomerContactChannels, Inc. January 2015 - Present
Black Turtle Services July 2013 - August 2014
C3/CustomerContactChannels, Inc. July 2012 - March 2013
Jackson National Life December 2006 - March 2010
JPMorgan Chase April 1999 - December 2006
Colorado Business Council 2000 - 2002
Cendant January 1998 - January 2000
Darden January 1992 - January 2000
Skills
Sales, Series 7, Sales Operations, Series 63, Sales Process, Cold Calling, Training, Analysis, Microsoft Office, Securities, Credit, Microsoft Excel, Process Improvement, Customer Service, Management, Team Leadership, Account Management, Leadership, Team Building, Call Centers, Business Development, Customer Satisfaction, Time Management, Coaching, Mutual Funds, Asset Allocation, Budgets, Sales Presentations, Customer Retention, Series 6, Recruiting, Insurance, Marketing, Investments, Salesforce.com, Fixed Annuities, Employee Benefits, Organizational..., 401k, Operations Management, Relationship Management, Financial Services, CRM, Interviews, Customer Experience, Employee Training, Retirement, Vendor Management, Hiring, Performance Management
Education
Regis University
Bachelor of Science (BS), Finance and Financial Management Services (Incomplete)
Thornton High School
High School Diploma, Communications
AIG March 2015 - Present
Comdata June 2014 - February 2015
Ryan April 2013 - June 2014
Jackson National Life September 2012 - April 2013
Verizon Wireless October 2011 - March 2012
Theta Technologies April 2006 - July 2008
Skills
Accounting, Tax, Tax Accounting, Property Tax, Microsoft Excel, Insurance, Process Improvement, Tax Returns, Customer Service, Access, Vertex, Fuel Tax, Multi-State Sales Tax, Sales & Use Tax, OneSource, Fixed Assets, Personal Property, Corporate Tax, Entrepreneurship
Education
Tennessee Technological University 2008 — 2011
Bachelor of Science, Business Administration; Accounting
Oak Ridge High School 1994 — 1997
Citizens Property Insurance January 2011 - Present
ATD (formerly ASTD) March 2011 - Present
Jackson National Life February 2007 - January 2011
Jackson National Life February 2004 - February 2007
RMT, Inc. October 2002 - February 2004
Vistakon 1997 - 2002
AT&T August 1985 - January 1997
Skills
E-Learning, Instructional Design, Articulate Storyline, Captivate, Training, Learning Management..., Blended Learning, SuccessFactors LMS, SumTotal LMS, ADDIE, Needs Analysis, Instructor-led Training, Leadership, Technical Writing, Multimedia, Camtasia, Project Management, Software Documentation, SnagIt, Employee Training, Program Management, SCORM, Instructional Technology, PowerPoint, Training Delivery, Hands-on Training, Adobe Acrobat, Dreamweaver, Access, Microsoft Office, Adult Education, Visio, Technical Training, Articulate Studio, SharePoint, Flash, Distance Learning, Educational Technology, Knowledge Management, Organizational Learning, Workshop Facilitation, Curriculum Design, Curriculum Development, Content Development, RoboHelp, Editing, Job Aids, Training Needs Analysis, Content Management, Illustrator
Education
Ozarks Technical Community College
Associate of Science (A.S.), Computer Information Technology
AIG Financial Network October 2014 - Present
Jackson National Life July 2011 - September 2014
Rejoice Ministries September 2007 - September 2011
New York Life Insurance Company March 2010 - July 2011
Method58 August 2006 - January 2010
The Juice Bar August 2006 - December 2009
Stifel Financial Corp. August 2007 - February 2008
Merrill Lynch Pierce & Fenner April 2006 - October 2006
The Red Carpet Lounge/The Six One Five January 2004 - June 2005
Skills
Sales, Mutual Funds, Project Planning, Finance, Marketing, Time Management, Retirement, Fixed Annuities, Financial Services, Series 7, Securities, Alternative Investments, Insurance, Life Insurance, Financial Advisory, Strategic Financial..., Consulting, Strategic Planning, Salesforce.com, Investments, Series 63, Retirement Planning, Team Building, Sales Management, Microsoft Excel, Business Development, Management, Marketing Strategy, Advertising, Microsoft Office, Small Business, Public Speaking, Series 6, Cold Calling
Education
Tennessee State University 2003 — 2005
MBA, Marketing and Management
Tennessee State University 1997 — 2003
BS, Political Science
Nationwide Financial 2013 - Present
Genworth Financial 2013 - October 2013
Jackson National Life 2011 - 2013
Dreyfus 2008 - 2011
OppenheimerFunds Inc 2002 - 2008
OppenheimerFunds 2003 - 2007
Morgan Stanley 2000 - 2002
JP Morgan Chase 1999 - 2000
The Chase Manhattan Bank 1996 - 1999
Skills
Series 7, Series 66, Public Speaking, Conflict Resolution, Time Management, Investments, Financial Advisory, Mutual Funds, Annuities, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Separately Managed..., Retirement, Investment Strategies, Investment Advisory, Consultative Selling, Securities, Wholesaling, Bonds, Fixed Income, Equities, Managed Accounts, Financial Markets, Sales Management, New Business Development, Banking, Customer Relations, Customer Service, Salesforce.com, Marketing Strategy, Leadership, Long Term Care Insurance, Uniform Combined State..., Fixed Annuities, Selling, Life Insurance, Strategic Financial..., Sales, Financial Planning
Education
State University of New York - System 1992 — 1997
Chemistry / Education
Amityville
Optum June 2014 - Present
Optum May 2013 - May 2014
Jackson National Life October 2012 - May 2013
Nashville General Hospital January 2013 - March 2013
Vanderbilt Medical Group July 2012 - July 2012
Skills
Microsoft Office, Communication, Organization, Data Entry, Analysis, Time Management, Microsoft Excel, Microsoft Word, HIPAA, Health Information...
Education
Tennessee State University 2008 — 2013
Bachelor of Science, Health Information/Medical Records Administration/Administrator
Farmers Insurance August 2012 - Present
Lincoln Financial Group October 2011 - July 2013
United Insurance April 2009 - October 2011
Jackson National Life August 2006 - April 2009
Allstate September 1999 - December 2005
Skills
Long-term Customer..., Auto,..., Commercial Insurance, Cold Calling, Sales Management, Insurance, Sales, Account Management, Customer Retention, Direct Sales, Building Relationships, Customer Satisfaction
Education
Strayer University (DC) 2009 — 2012
MBA, Marketing
Saint Leo University
BA, Business Administration and Management, General
54A District Court March 1999 - Present
Jackson National Life February 1995 - March 1999
Ingham Regional Medical Center May 1992 - February 1995
Skills
Microsoft Office, Legal Writing, Licensing, Community Outreach
Education
Spring Arbor University 2004 — 2005
Bachelor of Arts, Management
Greenfield High School 1984 — 1989
Yes, Basic
Jackson National Life March 2007 - Present
John Hancock Mutual Funds January 2006 - March 2007
Jackson National Life January 2001 - January 2006
Skills
Series 63, Series 7, Fixed Annuities, Mutual Funds, Variable Annuities, Series 6, Separately Managed..., Retirement, Retirement Planning, Series 65, Series 24, Uniform Combined State..., Bonds, Stocks, Fixed Income, Separate Accounts, 401k Rollovers, Public Speaking, IRAs, ETFs
Education
Pfeiffer University 1977 — 1981
BA Business Administration, Majored in Business Administration, Minor in Psychology
RJ Reynolds ,Sr. high, Winston-Salem,NC 1975 — 1977
College Prepatory, College Prep
Jackson National Life December 2001 - Present
Lincoln Financial Distributors January 2001 - December 2001
Delaware Investments, a member of the Macquarie Group December 1999 - December 2000
Skills
Series 63, Series 7, Annuities, Mutual Funds, Public Speaking, Retirement Income..., Investments, Alternative Investments, Retirement, Fixed Annuities, Separately Managed..., Series 6, Variable Annuities, Retirement Planning, Strategic Financial..., Wealth Management
Education
Salisbury State University 1989 — 1991
Bachelor of Science, Business Administration
Widener University 1987 — 1989
Bank of America September 2003 - Present
Jackson National Life 1998 - 2000
ICICI Prudential Life Insurance Company Limited 1996 - 1997
Vantage Computer Systems 1991 - 1996
Merrill Lynch 1992 - 1993
Monarch Life 1984 - 1991
Skills
SDLC, Vendor Management, Database Design, DB2, Business Analysis, Enterprise Architecture, Requirements Gathering, Leadership, IT Strategy, Management, Data Warehousing, Requirements Analysis, Process Improvement, Software Project..., Risk Management, Visio, Financial Services, Project Management, SQL, Program Management, Business Process..., Consulting
Education
Springfield Technical Community College 1988 — 1990
Computer Science
SUNY Stony Brrok
Jackson National Life 2007 - 2012
Education
University of Colorado at Denver 2010 — 2012
MBA, Marketing
Oakland University 2000 — 2003
Bachelor of Science, Finance
Protective Life April 2013 - Present
Self-employed September 2011 - December 2012
Jackson National Life September 2006 - August 2011
Bank of the West August 2004 - January 2006
Skills
Variable Annuities, Series 7, Fixed Annuities, Series 63, Series 6, Life & Health Insurance..., Notary Public, Seminars
Education
Texas Tech University 1999 — 2003
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Brightway Insurance May 2013 - Present
Kemper Auto & Home May 2002 - May 2013
American Heritage Life Insurance May 2001 - May 2002
Jackson National Life March 1993 - May 2001
United States Navy January 1985 - August 1989
Skills
Insurance, Risk Management, Analytics, SAS, Databases, Property & Casualty..., General Insurance, SQL, Business Analysis, Process Improvement, Systems Analysis, VBA, Software Development, SDLC, Data Analysis, Actuarial Science, Program Management, Underwriting, Visio, Python, Data Warehousing, Visual Basic, Requirements Analysis, Data Modeling, Access, DB2, Reinsurance, Adaptive Insights
Education
Ohio University 1989 — 1992
Bachelor of Specializes Studies, Physics and Mathematics
Michigan State University August 2001 - Present
DF Products (Keystone Print Group) November 2000 - March 2001
The John Henry Company May 1998 - October 2000
Jackson National Life November 1995 - May 1998
Michigan Farm Bureau July 1976 - June 1995
Food Bank Council of Michigan/Michigan Ag Surplus Board 1991 - 1995
Skills
Alumni Relations, Higher Education, Event Planning, Non-profits, Public Speaking, Program Development, Fundraising, Social Media, Community Outreach, Volunteer Management, Student Development, Public Relations, Strategy, Marketing, Nonprofits, Media Relations, Project Management, Program Management
Education
Spring Arbor University 1997 — 1998
BA (cum laude), Management, Organization Development
SuccessFactors March 2015 - Present
IntApp March 2012 - March 2015
American Century Investments September 2009 - June 2011
Financial Engines May 2004 - May 2009
Wachovia, Info-One June 2000 - August 2003
Jackson National Life July 1998 - June 2000
Charles Schwab June 1996 - July 1998
Skills
Customer Relations, Presentation Development, Account Management, Integration, SaaS, Project Management, Software Project..., Cross-functional Team..., Business Analysis, Business Process..., Marketing, Program Management, Relationship Management, CRM, Customer Service, Management, Product Marketing, Salesforce.com, Team Leadership
Education
Santa Clara University - Leavey School of Business 2009 — 2013
MBA
University of the Pacific 1992 — 1996
Bachelor of Arts
Somerset Wealth Strategies March 2009 - Present
MetLife March 2008 - October 2008
MetLife Investors 2004 - March 2008
Jackson National Life August 2001 - August 2004
Jackson National Life June 2000 - July 2001
Education
The American College 2000 — 2008
Financial Services
Ohio University 1996 — 2000
Jackson National Life November 2014 - Present
Jackson National Life September 2012 - November 2014
Info@Risk, Inc. August 2004 - December 2013
Microwing 1999 - 2004
InfoGroup Northwest 1996 - 1999
Omnitek Computers of Eugene 1993 - 1999
CHOICE Financial Services July 1991 - September 1993
Skills
Information Security, IT Audit, Business Continuity, Risk Assessment, Penetration Testing, Security, Network Security, Risk Management, Disaster Recovery, Firewalls, Network Administration, Windows Server, Sarbanes-Oxley Act, System Administration, HIPAA, Information Technology, Computer Security, Information Security..., NERC, GLBA, Linux, Routing, Information Security..., Networking, Vulnerability Assessment, Governance, Application Security, CISSP, Security Audits, CISA, Security Awareness, Security Policy, Policy/Procedure..., SOX, Unix, Data Security, VPN, COBIT, NIST, Project Management, Computer Forensics
Education
Oregon State University 2014 — 2018
Bachelor of Science (B.S.), Computer Science
University of Michigan 1984 — 1991
Bachelor of General Studies
Western State Colorado University May 2014 - Present
Jackson National Life June 2000 - July 2014
Royal Bank of Canada, Jackson National Life, Wells Fargo July 2012 - 2014
Jackson National Life June 2005 - June 2007
Jackson National Life September 1997 - June 2000
Skills
Salesforce Training, Recruiting, Investments, Financial Services, Retirement Planning, Retirement, Marketing Strategy, Mutual Funds, Wealth Management, Life Insurance, Process Management, Financial Advisory, Insurance, 401k, Investment Strategies, Alternative Investments, Portfolio Management, IRAs, Variable Annuities, Securities, Asset Allocation, Investment Advisory, Fixed Annuities, Series 24, Series 6, FINRA
Education
University of Southern California 1979 — 1984
Ph.D., Organizational Communication, General
Annenberg School of Communications 1980 — 1982
M.A., Communication Management, Communications Technologies
University of Illinois at Urbana-Champaign 1977 — 1979
M.A., Communication
Southern Illinois University, Edwardsville 1974 — 1977
B.S., Psychology and Communication
Fitness Things, Inc. May 2015 - Present
AAA Life Insurance Company April 2002 - November 2014
Jackson National Life 1999 - 2002
Royal Maccabees Life Insurance Company 1980 - 1999
Skills
Direct Marketing, Insurance, Marketing Strategy, Direct Mail, Marketing Communications, Lead Generation, Marketing, Integrated Marketing, E-commerce, Account Management, Customer Service, CRM, B2B, Sales, Advertising, Multi-channel Marketing
Education
Schoolcraft College 1994 — 1997
Marketing
Pharmacists Mutual Insurance Company March 2007 - Present
R & R Brokerage, Inc. August 2003 - March 2007
Old Mutual Financial Network May 2001 - June 2003
AIG Life Companies September 1999 - April 2001
ING/Equitable Life of Iowa Companies January 1997 - September 1999
Mid-Continent Life Insurance Company December 1994 - January 1997
Jackson National Life January 1989 - December 1994
Self employed March 1987 - January 1989
Transamerica Life Companies September 1984 - March 1987
Skills
Life Insurance, Fixed Annuities, Insurance, Commercial Insurance, Microsoft Office, Mutual Funds, Leadership, Property & Casualty..., Management, Brokers, Training, Recruiting, Sales, Marketing Strategy, Sales Operations, Disability Insurance
Education
The American College 2008 — 2008
ChFC, Financial & Estate Planning
The American College 1986 — 1993
CLU, Insurance & Estate Planning
The University of Texas at El Paso 1972 — 1976
BA, Business Management
Performance Soccer LLC April 2009 - Present
Jackson National Life Distributors LLC April 2005 - Present
Jackson National Life September 2002 - April 2005
T. Rowe Price 2000 - 2002
Merrill Lynch 1993 - 2000
Skills
Investments, Marketing Strategy, New Business Development, Marketing Communications, Business Strategy, Market Research, Brand Development, Competitive Analysis, Strategic Planning, Product Development, Mutual Funds, Alternative Investments, Product Management, Spanish, Promotions, Budgeting, Player Development, Business Planning, Soccer Coaching, Club Management, Sports Marketing, Soccer Marketing, Management, Social Media Marketing, Integrated Marketing, Business Development, Marketing, Marketing Management, Product Marketing, Sales, Sales Operations, Entrepreneurship, Coaching, Program Management, Project Management, Financial Services, Project Planning, Email Marketing, Direct Marketing, Fixed Annuities, Sponsorship, Retirement, Portfolio Management, Strategy
Education
Penn State University 1988 — 1992
BA, Economics & International Business
AxisPoint Health May 2015 - Present
Rally Software August 2014 - Present
McKesson Provider Technologies September 2011 - August 2014
Jackson National Life July 2010 - July 2011
TIAA-CREF May 2007 - June 2010
AIM Investments July 2006 - April 2007
Skills
Series 7, Series 63, Mutual Funds, Equities, Wealth Management, Healthcare Information..., Business Analysis, HL7, Integration, Leadership, Process Improvement, SQL, Software Documentation, Software Implementation, Unix
Education
Regis University 2010 — 2012
Master of Business Administration (MBA), Marketing
Regis University 2001 — 2005
Bachelor's degree, Mathematics
Regis University 2001 — 2005
Bachelor's degree, Fine/Studio Arts, General
Regis University
Master of Science (M.S.), Heath Information Informatics Management
Jackson National Life June 2008 - Present
Charles Schwab & Co., Inc. November 1998 - May 2008
Education
Santa Clara University School of Law 1995 — 1998
J.D.
University of California, Santa Barbara 1990 — 1994
Cetera Financial Specialists LLC 2012 - Present
Genworth Financial Investment Services (A Cetera Company) September 2010 - 2012
Genworth Financial 2004 - 2010
Jackson National Life 2002 - 2004
Skills
Fixed Annuities, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Asset Allocation, Finance, Financial Advisory, Financial Planning, Financial Services, Insurance, Investments, Life Insurance, Long-term Care, Retirement, Series 6, Uniform Combined State...
Education
St. Norbert College 1993 — 1997
Confidential January 2009 - Present
10 til 2 June 2007 - January 2009
Kelly Services March 2006 - June 2007
Jackson National Life August 1998 - March 2006
Lincoln Trust Company 1996 - 1998
Education
Regis University 2001 — 2005
BS, Human Resources Management
Scottrade® Advisor Services November 2014 - Present
Jackson National Life August 2011 - November 2012
SagePoint Financial December 2009 - July 2011
LPL Financial Services May 2005 - December 2009
Skills
Series 7, Series 24, Series 66, Variable Annuities, Internal Audit, 529 Plans, Mutual Funds, Communication Skills, Policy and Procedure..., Informational Interviews, FINRA, Telecommuting, Uniform Combined State..., Series 63, 401k, Investment Advisory, Fixed Annuities, IRAs
Education
Point Loma Nazarene University 1993 — 1997
Bachelor of Arts (BA), Applied Communication
Insurance Techonologies August 2008 - Present
Insurance Technologies 2008 - Present
Highland Capital Brokerage December 2005 - July 2008
Jackson National Life April 2003 - August 2005
ING September 1999 - March 2003
Skills
Requirements Gathering, Insurance, Wealth Management, Life Insurance, Fixed Annuities
Education
Regis University
Voya Financial March 2015 - Present
Voya Financial March 2014 - March 2015
ING February 2014 - April 2014
Allianz Life October 2008 - 2013
Jackson National Life 1997 - 2008
PaineWebber March 1987 - March 1997
Skills
Insurance, Fixed Annuities, Call Centers, Series 6, Relationship Management, Series 63, Financial Services, Process Improvement, Life Insurance, Retirement, Retirement Planning, Series 7, Mutual Funds, Change Management, Customer Service, Variable Annuities, Project Management, Coaching, Operations Management, 401k, Customer Experience, Mentoring, Business Strategy, Strategic Vision, Operational Execution, Result Oriented, Project Delivery, Business Transformation, Collaboration, Partnerships, Series 26, Indexed Annuities, Variable Life, Equity Indexed Annuities, Broker-Dealer
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1987
BS, Business Management
Discovery Programme, London Business School, Hong Kong
Jackson National Life July 1995 - Present
Education
Olivet College 1991 — 1995
BA, Business Administration
Jackson National Life Distributors, LLC July 2008 - Present
Jackson National Life June 2007 - July 2008
Trilogy Financial Services June 2005 - June 2007
Skills
Series 6, Series 63, Series 7
Education
Southern Methodist University 2001 — 2005
BBA, Finance and Marketing
Jackson National Life February 2004 - Present
Jackson National Life 2004 - Present
Skills
Mutual Funds
Education
Saint Bonaventure University 1994 — 1995
MS Ed., Counseling
Aon October 2013 - July 2015
OppenheimerFunds October 2010 - May 2012
Jackson National Life August 2010 - October 2010
Jackson National Life May 2010 - August 2010
Jackson National Life August 2009 - May 2010
Jackson National Life August 2006 - August 2009
Trust Company of Vermont January 2006 - January 2006
Lehman Brothers May 2005 - August 2005
Skills
Series 7, Series 6, Variable Annuities, Mutual Funds, Annuity Sales, Retirement Planning, Alternative Investments, Retirement, Wealth Management, Series 63, 401k, Finance, Sales, Portfolio Management, Financial Services, Business Development
Education
University of Colorado at Denver 2012 — 2014
Master's degree, International Business
St. Lawrence University 2002 — 2006
Bachelor of Arts, Economics & Environmental Studies
Richmond, The American International University in London 2005 — 2005
Jackson National Life January 2000 - Present
Education
Quaid-e-Azam University, Islamabad
M.Sc, Computer Sciences
Capital One December 2000 - December 2002
Jackson National Life November 1997 - May 1999
J.P.S. Healthcare October 1991 - June 1997
Education
Pennsylvania State University-Erie Campus 1988 — 1990
BS, Business Economics
No Company for Old Men January 2010 - Present
Fidelity INvestments (Veritude) May 2007 - December 2009
Assurant Health April 2005 - October 2005
CompuPros January 1989 - October 2005
Jackson National August 2001 - April 2004
Jackson National Life 2001 - 2003
Conseco May 1994 - January 2001
USLIFE Systems 1976 - 1982
Education
Oklahoma State University 1963 — 1972
BS, Mathematics
Jackson National Life June 1995 - Present
Prudential Financial 1989 - 1995
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Economics
Jackson National Life June 1996 - February 2008
Education
St. Norbert College 1989 — 1992
BBA, Economics & Finance
Bandon Capital Management, LLC January 2013 - Present
Financial Marketing Group August 2010 - December 2012
The Hartford Insurance Group 2007 - 2008
Jackson National Life 2003 - 2005
Essex Corporation 1994 - 2003
Education
Providence College 1983 — 1985
BS, Finance
Tabor Academy 1975 — 1979
Jackson National LIfe May 2006 - January 2009
Rose Medical Center April 2004 - August 2005
J.D. Edwards March 2002 - October 2003
CONNECT: The Knowledge Network January 2000 - August 2001
Interactive Software Systems Inc. July 1988 - September 1999
JCIT International May 1999 - July 1999
Education
Old Dominion University
B.S.
Ohio National Financial Services January 2015 - Present
Ohio National Financial Services December 2011 - December 2014
Ohio National Financial Services March 2009 - December 2011
Jackson National Life March 1993 - March 2009
Education
Siena Heights University 1988 — 1992
BA, Math, Business Administration (minor)
Resource Real Estate May 2015 - Present
Resource Real Estate July 2014 - May 2015
Jackson National Life June 2011 - June 2014
Pennsylvania State University July 2007 - May 2011
TD Bank June 2010 - August 2010
Lincoln Financial Group May 2009 - August 2009
Advantage One Insurance May 2009 - August 2009
Lincoln Financial Group May 2009 - August 2009
Farmers' and Mechanics' Bank (Currently Beneficial Savings Bank) September 2005 - June 2007
Susquehanna Bank May 2006 - September 2006
Skills
Mutual Funds, Insurance, Sales, Microsoft Office, SEO, Microsoft Excel, PowerPoint, Financial Services, Data Analysis, Microsoft Word, Investments, Outlook, Retirement Planning, Life Insurance, Series 7, Series 63, Public Speaking, Fixed Annuities
Education
Penn State University 2007 — 2011
Finance, Business
Penn State University 2007 — 2011
Bachelor of Science (B.S.) , Finance, General
Wells Fargo September 2013 - Present
JPMorgan Chase (successor to WaMu/Washington Mutual) October 2009 - September 2013
HRCS December 2007 - March 2008
Washington Mutual October 2002 - December 2007
Jackson National Life November 2001 - July 2002
AppleOne September 2000 - November 2001
The Options Group April 2000 - August 2000
Skills
Direct Sourcing, Salary Negotiation, Interviewing, Sales, Benefits Negotiation, Recruiting, Sourcing, Human Resources, Interviews, Management, Hiring, Talent Acquisition, Cold Calling, Employee Relations, Onboarding, Technical Recruiting, Applicant Tracking..., Temporary Placement, College Recruiting
Education
Purdue University 1993 — 1997
BA, Accounting/Finance
State of Michigan April 2013 - Present
Best Buy November 2011 - April 2013
Jackson National Life June 2011 - August 2011
ProCom Services May 2010 - April 2011
Michigan Works Linux Training December 2009 - December 2009
Siena Heights University August 2005 - May 2006
Skills
VB.NET, Visual Studio 2013, Visual Studio, Microsoft Access, ASP.NET, Technical Support, Wireless Networking, Virus Removal, Customer Service, Windows 7, Windows XP, Microsoft Office, TFS, Computer Hardware..., Sales, Desktop Computers, Laptop Computers, iPad, cable television install, cable modem, Windows 8, Computer Software...
Education
Siena Heights University 2005 — 2009
Bachelor of Arts, Computer and Information Systems
Jackson National Life May 2011 - Present
Jackson National Life October 2005 - May 2011
Skills
Series 63, Mutual Funds, Fixed Annuities, Alternative Investments, Investments, Financial Services, Equities, Retirement Planning, 401k, Retirement, Series 6, Asset Allocation, Trust Services
Education
Regis University
Chase Wealth Management August 2010 - Present
The Guardian Life Insurance Company of America 2005 - 2009
Jackson National Life 2002 - 2005
UBS 1997 - 2002
Education
Saint Louis University 2003 — 2005
MBA, Finance / Accounting
University of Missouri-Columbia 1986 — 1990
BSBA, Finance / Marketing
Vianney High 1982 — 1986
Morgan Stanley November 2014 - Present
Morgan Stanley December 2012 - November 2014
Jackson National Life January 2012 - December 2012
Ohio National Financial Services August 2010 - October 2011
Prudential Financial January 2010 - August 2010
Morgan Stanley June 2004 - July 2009
Skills
Series 6, Series 63, Life & Health Insurance..., Series 7, Mutual Funds, Wealth Management, ETFs, Sales, Variable Annuities, Fixed Annuities
Education
State University of New York College at Oneonta
TIAA-CREF September 2012 - Present
Transamerica April 2011 - March 2012
Transamerica February 2010 - April 2011
Jackson National Life January 2006 - November 2009
Skills
Customer Oriented, Customer Service, Multi Tasking, Problem Solving, Operations Research, Communication, Eye for Details, Transaction Processing, Call Center, Microsoft Excel, Microsoft Word, Outlook, Mail Merge, Data Entry
Education
Queens College
BA, English
Jackson National Life March 2002 - Present
Alegent Health August 1999 - February 2002
Skills
Unix, AIX, Perl, DB2, Linux, Unix Shell Scripting, Disaster Recovery, Virtualization, Databases, Red Hat Linux, SQL, SharePoint, Enterprise Architecture, Operating Systems, System Deployment, Storage, IBM AIX, Shell Scripting
Education
University of Nebraska-Lincoln 1996 — 1998
Bachelor's of Science, Computer Engineering
Purdue University 1992 — 1995
Undergraduate, Aeronautical Engineering
Realty Capital Securities August 2012 - Present
Jackson National Life 2010 - August 2012
Keller Williams Realty DTC 2010 - January 2012
"kART Across America" January 2008 - January 2009
Curian Capital 2005 - 2008
Skills
Investments, Annuities, Series 7, Mutual Funds, 401k, CFS, Real Estate License, Life Insurance, BDCs, REITs, Non-Traded Investments, Fixed Annuities, Financial Advisory, Alternative Investments, Separately Managed..., Series 6, Retirement, REIT, Asset Allocation, Retirement Planning, Series 63, Finance
Education
Stetson University 2001 — 2005
BS, Business
Cherry Creek High School 1998 — 2001
Connecture April 2013 - Present
Teradata /Aprimo April 2012 - March 2013
lockheed martin April 2010 - March 2012
ISO September 2008 - March 2010
MasterCard April 2007 - August 2008
Jackson National Life February 2006 - April 2007
IBM Global Process Services October 2003 - February 2006
Skills
SOA, Integration, Distributed Systems, Enterprise Software, Enterprise Architecture, Agile Methodologies, SDLC, Web Services, Java Enterprise Edition, Software Project..., Solution Architecture, Oracle, SQL, OOP, Telecommunications
Education
Osmania University 1996 — 1999
Master Of Computer Applications, Computers
Osmania University 1993 — 1996
BSc MPC, Maths. Physics, chemistry
IBM Certified
IBM Certified Solution Developer
IBM Certified
IBM Certified Specialist in Websphere Application Server Standard Edition
Sun Certification
Sun Certified Java programmer
Jackson National Life August 2012 - April 2014
M*Modal March 2012 - August 2012
Emdeon May 2010 - March 2012
Dynetics, Inc. May 2009 - August 2009
Milliken & Company May 2006 - May 2007
Skills
.NET, Microsoft SQL Server, C#, VB.NET, ASP.NET
Education
Tennessee Technological University 2004 — 2010
Bachelor of Science, Computer Science
Jackson National Life January 2008 - Present
Pokarna Granites Export Ltd. (India) July 2003 - August 2004
National School of Banking (India) July 2001 - June 2003
Skills
SDLC, Insurance, Quality Center, Project Planning, Project Coordination, System Requirements, Testing, Business Requirements, User Scenarios, Fixed Annuities, System Testing
Education
Osmania University 1999 — 2002
Bachelor's degree, Computer Technology/Computer Systems Technology
Osmania University
BCA, Computer Science
Scottrade May 2014 - Present
James Alpha Management September 2013 - September 2014
TD Ameritrade November 2012 - March 2013
Jackson National Life June 2010 - November 2012
Old Mutual Capital July 2007 - August 2009
Old Mutual Capital September 2005 - August 2009
Old Mutual Capital August 2004 - July 2007
The J. Edward Group May 2003 - April 2004
TransAmerica Capital/IDEX Mutual Funds June 1998 - May 2003
TransAmerica Capital October 1997 - June 1998
Skills
Financial Advisory, Training, Marketing, Mutual Funds, Management, Asset Allocation, Banking, Sales, Fixed Annuities, Insurance
Education
Taylor University
Business Finance
University of Phoenix, Denver
Business Marketing
Vincennes University
Business Management
Great Michigan Insurance November 2012 - Present
Smith-Pulling Agency an affiliate of Insurance Network October 2010 - Present
Jackson National Life April 2009 - April 2010
Education
Spring Arbor University 2009 — 2011
Master's degree, Organizational Management
Olivet College 2003 — 2006
Bachelors of Arts, Insurance and Risk Management
Webasto Thermo & Comfort NA June 2015 - Present
Meridian Magnesium May 2014 - June 2015
NCS Pearson January 2014 - May 2014
Demmer Corporation September 2007 - November 2013
Sparrow Clinton Hospital October 2000 - November 2006
Jackson National Life May 1996 - October 2000
Borg Warner Automotive 1985 - 1996
Skills
Human Resources, Technical Recruiting, Process Improvement, Program Management, Outlook, Software Documentation, Change Management, Coaching, Microsoft Office, Team Building, Management, Process Scheduler, Interviews, Access, Manufacturing, Labor Relations, Six Sigma
Education
Spring Arbor University 2000 — 2004
Education
Ball State University 1988 — 1993
Master of Arts (M.A.), Executive Development for Public Service
Olivet Nazarene University 1981 — 1984
Bachelor of Arts (B.A.), Computer Science
Wapahani High School 1978 — 1981
high school diploma, College Prep
Acosta Insurance Agency, LLC August 2000 - Present
American National Insurance 1998 - 2006
Jackson National Life 1987 - 1995
Skills
Umbrella Insurance, Commercial Insurance, Property & Casualty..., Legal Liability, Commercial Lines, Casualty, General Insurance, Professional Liability, Liability, Inland Marine, Insurance, Workers Compensation, Term Life Insurance
Education
Southeastern Louisiana University 1984 — 1987
Destrehan High School 1980 — 1984
Protective Life Insurance Company May 2014 - Present
self employed January 2013 - Present
Allianz Life Insurance Company of North America January 2013 - Present
North American Company for Life and Health December 2012 - Present
Great September 2012 - Present
Jackson National Life January 2012 - Present
Humana August 1998 - Present
BCBS June 1985 - Present
Prudential Insurance May 1983 - 2012
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Life Insurance, Wealth Management, Strategic Financial..., Disability Insurance, Insurance, Series 63, Investments, Investment Advisory, Finance
Education
Roosevelt University 2006 — 2008
Bachelor of Professional studies, Financial Services, 3.8
The American College 1993 — 1996
Chartered Life Underwriter (CLU), Insurance
Akademia Rolniczo-Techniczna 1976 — 1980
Bachelor of Science (B.S.), Science
Jackson National Life December 2010 - Present
Nathan C. Maas, Attorney at Law 2003 - Present
Education
Olivet College
Southfield High School
DaVita July 2014 - Present
DaVita January 2013 - July 2014
Great-West Life & Annuity August 2010 - May 2011
Jackson National Life September 2007 - December 2009
Mutual of Omaha July 2004 - July 2007
Mutual of Omaha November 2000 - July 2004
Skills
Leadership, Analysis, Cross-functional Team..., Budgets, Marketing, Customer Service, Sales Operations, Insurance, Customer Satisfaction, Sales, Analytics, Finance, Sales Management, Financial Services
Education
Regis University 2011 — 2012
Master of Business Administration (M.B.A.), Health Industry Leadership
University of Nebraska-Lincoln 1995 — 2000
Bachelor of Science, Business Administration
LCC August 2014 - Present
Sundance February 2012 - February 2014
Personnel World, Inc. 2012 - 2012
US Censue April 2010 - June 2010
Lansing July 2009 - August 2009
Peckham, Inc. January 2000 - July 2001
Jackson National Life May 1992 - May 1994
Skills
Coaching, CDL/CB/P LICENSE, Leadership, Recruiting, Microsoft Word, Team Building, Microsoft Excel, Microsoft Office, Management, Outlook, Training, Customer Service, Time Management, Leadership Development, Strategic Planning, Event Planning, Human Resources, PowerPoint, Public Speaking
Education
Spring Arbor University 1993 — 1995
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Michigan State University April 2015 - Present
w3r Consulting November 2014 - April 2015
Emergent BioSolutions October 2012 - August 2014
Jackson National Life 1995 - 2011
Skills
Business Analysis, Vendor Management, ITIL, Customer Service, IT Management, Leadership, Microsoft Office, SharePoint, Integration
Education
Olivet College 1991 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
Jackson National Life June 2010 - Present
Jackson National Life February 2010 - June 2010
Buck Consultants June 2008 - August 2009
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Office
Education
The College of New Jersey 2006 — 2010
Bachelor of Science (BS), Finance
University of Economics in Prague 2008 — 2008
Jackson National Life June 2011 - Present
Champion Bus, Inc May 2008 - June 2011
Saginaw Valley State University October 2007 - August 2009
Skills
SQL, Java, Perl
Education
Saginaw Valley State University, University 2006 — 2009
Bachelor of Science, Applied Mathematics
St Clair County Community College
Associates Degree, Liberal Arts
Jackson National Life 2007 - 2012
Jackson National Life 2006 - 2007
Sports Authority 2004 - 2006
Skills
Insurance
Education
Penn State University
Bachelors of Liberal Arts in Philosophy
Jackson National Life July 2012 - Present
Tremont United Methodist Childcare Center May 2011 - June 2012
Delavan Community Schools August 2009 - June 2011
Staples August 2002 - August 2009
Education
Olivet College 2003 — 2009
Elementary Education and Teaching
Jackson March 2015 - Present
Jackson National Life June 2013 - Present
Jackson National Life July 2011 - June 2013
Jackson National Life January 2010 - June 2011
Jackson National Life January 2009 - January 2010
Skills
Java, JSF, JavaScript, Primefaces, Eclipse, JBoss Application Server, Tomcat, Servlets, HTML, Drools, Business Rules, Technical Design, Testing, SQL, Mercurial, Quest Central, SOA, XML, Java Enterprise Edition, CXF
Education
Oakland University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Accident Fund Insurance Company of America November 2005 - Present
Homily Communications September 2003 - August 2005
Jackson National Life May 1996 - February 2003
US Trust September 1981 - September 1995
Education
New School for Social Research 1982 — 1987
Master of Arts (M.A.), Human Resources Mgmt /Concentration in Training and Development
Pratt Institute 1964 — 1968
Bachelor of Science (B.S.), Food Science and Management
Jackson National Life April 2008 - Present
Skills
Data Entry, Spreadsheets, Licensed School..., Microsoft Office, Microsoft Word, Outlook, College Education..., Research, APA Writing, Access, Office Management, Administration, Telephone Skills, Office Administration, Time Management, Administrative..., PowerPoint, Customer Service, Microsoft Excel, Financial Services, Public Speaking, Investments, Sales
Education
Regis University 2015 — 2016
Graduate Certificate, Education/Autism
University of Phoenix/Lonetree CO Campus 2009 — 2012
Master of Science (M.S.), Counseling/School Counseling
Western State Colorado University 1992 — 1997
Bachelor of Arts (B.A.), Psychology/Sociology
Jackson National Life March 2008 - Present
Ameriprise Financial Services, Inc. March 2007 - March 2008
ING Financial Servis April 2003 - March 2007
Skills
COBOL, JCL, VSAM, DB2, Eztrieve, SAS, SQL, MS Office., Vantage-One for Annuity..., TSO/ISPF, SPUFI, File-AID. IBM Debugger, Chageman, Endeavor, TWS., Mutual Funds, Securities, Financial Services, Equities, Retirement Planning, Fixed Annuities, Retirement, Wealth Management, Financial Analysis, Vantage-One
Education
Shivaji University 1998 — 2001
Master of Computer Applications (MCA)
National Planning Corporation (NPC) September 2014 - Present
National Planning Corporation (NPC) July 2013 - September 2014
Jackson National Life October 2010 - July 2013
Skills
Financial Services, Insurance, Investments, Leadership, Microsoft Excel, Microsoft Office, Mutual Funds, Outlook, PowerPoint, Microsoft Word
Education
Oakwood College 2015 — 2017
Organizational Management
Jackson National Life November 2001 - Present
Skills
Java
Education
University of Michigan
Bachelor's degree, Information Technology, 3.97
Saint Xavier University
Bachelor's degree, Mathematics, 3.5