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
Employee
Years
Job
Industry
James Stockman James Stockman's Jackson National Life Experience May 2013 - April 2014
Job Wholesaler(CO & KS) at Jackson
Industry Financial Services
Experience
Jackson April 2014 - Present
Jackson National Life May 2013 - April 2014
Dish Network January 2013 - April 2013
HealthONE July 2012 - December 2012
Hamilton Sundstrand June 2011 - September 2011
Boston Market April 2008 - September 2009
Boston Market September 2006 - April 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, PowerPoint, Microsoft Word, Outlook, Financial Analysis, Event Management, Social Media, Business Strategy, Public Speaking, Research, Marketing, Marketing Strategy, Marketing Communications, QuickBooks, Event Planning, Leadership Development, Social Media Marketing, SPSS, Public Relations, Competitive Analysis, Fundraising
Education
University of Denver 2008 — 2012
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Marketing
Jackson April 2014 - Present
Jackson National Life May 2013 - April 2014
Dish Network January 2013 - April 2013
HealthONE July 2012 - December 2012
Hamilton Sundstrand June 2011 - September 2011
Boston Market April 2008 - September 2009
Boston Market September 2006 - April 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, PowerPoint, Microsoft Word, Outlook, Financial Analysis, Event Management, Social Media, Business Strategy, Public Speaking, Research, Marketing, Marketing Strategy, Marketing Communications, QuickBooks, Event Planning, Leadership Development, Social Media Marketing, SPSS, Public Relations, Competitive Analysis, Fundraising
Education
University of Denver 2008 — 2012
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Marketing
Joseph Welch Joseph Welch's Jackson National Life Experience 2008 - 2009
Job Area Business Manager at Blue Sky Diesel Exhaust Fluid (DEF)
Industry Chemicals
Experience
Blue Sky Diesel Exhaust Fluid (DEF) August 2015 - Present
DASCO Inc April 2013 - August 2015
Mansfield Oil Company January 2010 - March 2013
Mansfield Oil Company January 2010 - March 2012
Jackson National Life 2008 - 2009
The Chase Marketing Group 2004 - 2007
Voltage Security 2006 - 2006
Skills
Marketing, Sales, Business Development, Customer Service, Salesforce.com, New Business Development, Sales Operations, CRM, Product Marketing, Analysis, Sales Management, Lead Generation, Sales Process, Contract Negotiation, Strategic Planning, Operations Management, Pricing, Negotiation, Key Account Management, Direct Sales
Education
University of Denver - Daniels College of Business 2005 — 2009
Bachelor of Science, Marketing, Economics and Law
University of Canterbury 2007 — 2007
Social Sciences and Business
Archbishop Mitty College Prep 2001 — 2005
Sacred Heart Saratoga 1992 — 2001
Blue Sky Diesel Exhaust Fluid (DEF) August 2015 - Present
DASCO Inc April 2013 - August 2015
Mansfield Oil Company January 2010 - March 2013
Mansfield Oil Company January 2010 - March 2012
Jackson National Life 2008 - 2009
The Chase Marketing Group 2004 - 2007
Voltage Security 2006 - 2006
Skills
Marketing, Sales, Business Development, Customer Service, Salesforce.com, New Business Development, Sales Operations, CRM, Product Marketing, Analysis, Sales Management, Lead Generation, Sales Process, Contract Negotiation, Strategic Planning, Operations Management, Pricing, Negotiation, Key Account Management, Direct Sales
Education
University of Denver - Daniels College of Business 2005 — 2009
Bachelor of Science, Marketing, Economics and Law
University of Canterbury 2007 — 2007
Social Sciences and Business
Archbishop Mitty College Prep 2001 — 2005
Sacred Heart Saratoga 1992 — 2001
Drew Pinkney Jackson Drew Pinkney Jackson's Jackson National Life Experience June 1999 - August 2007
Job
Industry Banking
Experience
SquareTwo Financial July 2012 - June 2014
TIAA-CREF August 2007 - July 2012
Jackson National Life June 1999 - August 2007
Skills
Public Speaking, Budgets, Strategic Planning, Process Improvement, Lean Tools, Lean Transformation, Lean Operations, Lean Startup, Business Process..., Business Process..., Business Process Design, Project Management, Project Portfolio..., Operations Management, Lean Management, Lean Thinking, Project Planning, Team Building, Coaching, Change Management, Operational Excellence, Financial Services, Business Planning, Performance Improvement, Insurance, Business Process, Management, Business Analysis, Vendor Management, Strategy, Executive Management, Six Sigma, Risk Management, Program Management, Process Engineering, Analysis, Leadership, Management Consulting, Outsourcing, Cross-functional Team..., SDLC, PMO, Business Transformation, Governance, 401k, CRM, Business Intelligence, Call Centers, IT Strategy, PMP
Education
University of Denver 1998 — 2001
Bachelor of Science (B.S.), Accounting
University of Colorado at Boulder 1997 — 1998
Finance, General
SquareTwo Financial July 2012 - June 2014
TIAA-CREF August 2007 - July 2012
Jackson National Life June 1999 - August 2007
Skills
Public Speaking, Budgets, Strategic Planning, Process Improvement, Lean Tools, Lean Transformation, Lean Operations, Lean Startup, Business Process..., Business Process..., Business Process Design, Project Management, Project Portfolio..., Operations Management, Lean Management, Lean Thinking, Project Planning, Team Building, Coaching, Change Management, Operational Excellence, Financial Services, Business Planning, Performance Improvement, Insurance, Business Process, Management, Business Analysis, Vendor Management, Strategy, Executive Management, Six Sigma, Risk Management, Program Management, Process Engineering, Analysis, Leadership, Management Consulting, Outsourcing, Cross-functional Team..., SDLC, PMO, Business Transformation, Governance, 401k, CRM, Business Intelligence, Call Centers, IT Strategy, PMP
Education
University of Denver 1998 — 2001
Bachelor of Science (B.S.), Accounting
University of Colorado at Boulder 1997 — 1998
Finance, General
Jordan Schulze, CIMA®, CFP® Jordan Schulze, CIMA®, CFP®'s Jackson National Life Experience April 2012 - July 2015
Job Business Development Consultant
Industry Financial Services
Experience
Jackson August 2015 - Present
Jackson National Life April 2012 - July 2015
Lockton Companies December 2011 - April 2012
Northwestern Mutual Financial Network July 2008 - January 2012
Safeway May 2004 - April 2011
EKS&H January 2010 - April 2010
Skills
Strategic Financial..., Series 7, Series 63, 401k, Series 6, Retirement Planning, Investments, Financial Modeling, Financial Analysis, Mutual Funds, Annuity Sales, Alternative Investments, Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Salesforce.com, Asset Management, Finance, Securities, Certified Financial...
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Finance and Accounting
Jackson August 2015 - Present
Jackson National Life April 2012 - July 2015
Lockton Companies December 2011 - April 2012
Northwestern Mutual Financial Network July 2008 - January 2012
Safeway May 2004 - April 2011
EKS&H January 2010 - April 2010
Skills
Strategic Financial..., Series 7, Series 63, 401k, Series 6, Retirement Planning, Investments, Financial Modeling, Financial Analysis, Mutual Funds, Annuity Sales, Alternative Investments, Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Salesforce.com, Asset Management, Finance, Securities, Certified Financial...
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Finance and Accounting
Amanda Nelson, PMP Amanda Nelson, PMP's Jackson National Life Experience May 2005 - August 2007
Job Project Manager at Saatchi & Saatchi LA
Industry Marketing and Advertising
Experience
Saatchi & Saatchi LA March 2013 - Present
RAPP April 2011 - March 2013
Rocket XL May 2009 - March 2011
Rocket XL January 2008 - May 2009
Jackson National Life May 2005 - August 2007
Jackson National Life May 2004 - May 2005
Jackson National Life August 2003 - May 2004
New Visions March 1999 - August 2003
Skills
Social Media, Marketing, Social Media Marketing, Email Marketing, Digital Marketing, Competitive Analysis, Online Advertising, Advertising, Project Management, Analytics, SEO, Business Development
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2003
Business Administration, Marketing
Saatchi & Saatchi LA March 2013 - Present
RAPP April 2011 - March 2013
Rocket XL May 2009 - March 2011
Rocket XL January 2008 - May 2009
Jackson National Life May 2005 - August 2007
Jackson National Life May 2004 - May 2005
Jackson National Life August 2003 - May 2004
New Visions March 1999 - August 2003
Skills
Social Media, Marketing, Social Media Marketing, Email Marketing, Digital Marketing, Competitive Analysis, Online Advertising, Advertising, Project Management, Analytics, SEO, Business Development
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2003
Business Administration, Marketing
Bob Bennett Bob Bennett's Jackson National Life Experience October 1998 - May 1999
Job Mobile Commerce, Nike
Industry Internet
Experience
Nike February 2015 - Present
The Active Network November 2011 - February 2015
Luxury Link October 2008 - June 2011
the Rubicon Project January 2008 - October 2008
Ticketmaster May 2001 - September 2007
eToys June 1998 - March 2001
Jackson National Life October 1998 - May 1999
Union Bank of California September 1996 - October 1998
Skills
Product Management, User Experience, Social Networking, Online Marketing, Internet Strategy, Internet, Start-ups, SEO, E-commerce, SEM, Online Advertising, Social Media, Marketing Strategy, Analytics, User Interface Design, Email Marketing, Strategic Planning, Social Media Marketing, Web Analytics, Market Research, Web Strategy, Leadership, Marketing, Strategy, Digital Strategy, Mobile Marketing, Strategic Partnerships, Digital Media, Digital Marketing, Advertising, Mobile Devices, Entrepreneurship, Lead Generation, P&L Management, Mobile Applications, PPC, Omniture, Competitive Analysis, Affiliate Marketing, SaaS, Content Strategy, Conversion Optimization, Google Analytics, Mobile Advertising, Monetization, Customer Acquisition, CRM, Web Marketing, Integrated Marketing, Salesforce.com
Education
University of California, Davis 1989 — 1994
BA, History and Political Science, Double Major
Nike February 2015 - Present
The Active Network November 2011 - February 2015
Luxury Link October 2008 - June 2011
the Rubicon Project January 2008 - October 2008
Ticketmaster May 2001 - September 2007
eToys June 1998 - March 2001
Jackson National Life October 1998 - May 1999
Union Bank of California September 1996 - October 1998
Skills
Product Management, User Experience, Social Networking, Online Marketing, Internet Strategy, Internet, Start-ups, SEO, E-commerce, SEM, Online Advertising, Social Media, Marketing Strategy, Analytics, User Interface Design, Email Marketing, Strategic Planning, Social Media Marketing, Web Analytics, Market Research, Web Strategy, Leadership, Marketing, Strategy, Digital Strategy, Mobile Marketing, Strategic Partnerships, Digital Media, Digital Marketing, Advertising, Mobile Devices, Entrepreneurship, Lead Generation, P&L Management, Mobile Applications, PPC, Omniture, Competitive Analysis, Affiliate Marketing, SaaS, Content Strategy, Conversion Optimization, Google Analytics, Mobile Advertising, Monetization, Customer Acquisition, CRM, Web Marketing, Integrated Marketing, Salesforce.com
Education
University of California, Davis 1989 — 1994
BA, History and Political Science, Double Major
Amariliz Gonzalez, J.D. Amariliz Gonzalez, J.D.'s Jackson National Life Experience October 2014 - Present
Job Sr. Paralegal, Legal/Compliance, Jackson National Life
Industry Financial Services
Experience
Jackson National Life October 2014 - Present
Jackson October 2012 - October 2014
Jackson National Life May 2009 - October 2012
Elder Law of Michigan February 2008 - May 2009
Skills
Legal Writing, AIRC Designation, FINRA, Variable Annuities, Retirement Planning, Insurance, Legal Research, Compliance, Legal Documents, Fixed Annuities, ERISA, Lexis, Westlaw, Investments, Elder Law, AML, SEC, Legislative Process, Privacy Law, Administrative Law, Ethics, Wolters Kluwer..., Corporate Governance, ACS Designation, Contract Review
Education
Thomas M. Cooley Law School
Juris Doctor (J.D.), Administrative Law
The University of Connecticut
Certification, Paralegal
The University of Connecticut
Bachelor of Arts (B.A.), Political Science
Jackson National Life October 2014 - Present
Jackson October 2012 - October 2014
Jackson National Life May 2009 - October 2012
Elder Law of Michigan February 2008 - May 2009
Skills
Legal Writing, AIRC Designation, FINRA, Variable Annuities, Retirement Planning, Insurance, Legal Research, Compliance, Legal Documents, Fixed Annuities, ERISA, Lexis, Westlaw, Investments, Elder Law, AML, SEC, Legislative Process, Privacy Law, Administrative Law, Ethics, Wolters Kluwer..., Corporate Governance, ACS Designation, Contract Review
Education
Thomas M. Cooley Law School
Juris Doctor (J.D.), Administrative Law
The University of Connecticut
Certification, Paralegal
The University of Connecticut
Bachelor of Arts (B.A.), Political Science
Tyler Witulski Tyler Witulski's Jackson National Life Experience June 2013 - November 2013
Job Computer Technician
Industry Electrical/Electronic Manufacturing
Experience
PCsByT November 2013 - July 2015
Jackson National Life June 2013 - November 2013
Jackson National Life September 2011 - March 2013
Jackson National Life August 2010 - September 2011
Jackson National Life April 2010 - August 2010
Tinytown and Railroad April 2003 - September 2009
TONIC marketing May 2008 - August 2008
Skills
Computer Hardware, Market Research, Computer Diagnostics, Marketing, Financial Services, CRM, Microsoft Excel, Excel formulas, Microsoft Access, Microsoft PowerPoint, Photoshop, Salesforce.com, WebEx, Windows OS, Sales, Customer Support, PowerPoint, Customer Service, Access
Education
University of Colorado Boulder 2005 — 2009
Bachelor of Science (BS), Business Administration - Emphasis on Marketing
PCsByT November 2013 - July 2015
Jackson National Life June 2013 - November 2013
Jackson National Life September 2011 - March 2013
Jackson National Life August 2010 - September 2011
Jackson National Life April 2010 - August 2010
Tinytown and Railroad April 2003 - September 2009
TONIC marketing May 2008 - August 2008
Skills
Computer Hardware, Market Research, Computer Diagnostics, Marketing, Financial Services, CRM, Microsoft Excel, Excel formulas, Microsoft Access, Microsoft PowerPoint, Photoshop, Salesforce.com, WebEx, Windows OS, Sales, Customer Support, PowerPoint, Customer Service, Access
Education
University of Colorado Boulder 2005 — 2009
Bachelor of Science (BS), Business Administration - Emphasis on Marketing
Matt Barley Matt Barley's Jackson National Life Experience February 2012 - July 2014
Job Regional Advisory Consultant, External Wholesaler
Industry Financial Services
Experience
National Planning Holdings, Inc. July 2014 - Present
Jackson National Life February 2012 - July 2014
KeyBank February 2011 - February 2012
Union Bank August 2008 - February 2011
Xerox/Mr. Copy June 2007 - January 2008
Bank One Center September 2006 - June 2007
Skills
Series 63, Series 7, FINRA Series 6, Life Insurance Certified, Health Insurance..., Alternative Investments, Retirement Planning, Mutual Funds, Sales, Investments, Business Development
Education
Leeds School of Business 2003 — 2007
Degree, Marketing
University of Colorado 2003 — 2007
2003, 2007
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelors, Business
National Planning Holdings, Inc. July 2014 - Present
Jackson National Life February 2012 - July 2014
KeyBank February 2011 - February 2012
Union Bank August 2008 - February 2011
Xerox/Mr. Copy June 2007 - January 2008
Bank One Center September 2006 - June 2007
Skills
Series 63, Series 7, FINRA Series 6, Life Insurance Certified, Health Insurance..., Alternative Investments, Retirement Planning, Mutual Funds, Sales, Investments, Business Development
Education
Leeds School of Business 2003 — 2007
Degree, Marketing
University of Colorado 2003 — 2007
2003, 2007
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelors, Business
J. Marc Ruggerio J. Marc Ruggerio's Jackson National Life Experience 1998 - 1998
Job Regional Vice President at Fisher InvestmentsPrivate Client Group
Industry Investment Management
Experience
Fisher Investments 2014 - Present
Fisher Investments 2012 - 2014
Fidelity Investments 2011 - 2012
U.S. Apartment Investor's, LLC 2009 - 2010
Pacific Life 2003 - 2009
Deutsche Bank 2000 - 2003
Protective Life / ProEquities 1998 - 2000
Jackson National Life 1998 - 1998
Knights of Columbus 1995 - 1998
Education
University of Alabama at Birmingham
Fisher Investments 2014 - Present
Fisher Investments 2012 - 2014
Fidelity Investments 2011 - 2012
U.S. Apartment Investor's, LLC 2009 - 2010
Pacific Life 2003 - 2009
Deutsche Bank 2000 - 2003
Protective Life / ProEquities 1998 - 2000
Jackson National Life 1998 - 1998
Knights of Columbus 1995 - 1998
Education
University of Alabama at Birmingham
Ben Truitt, MBA, CFA Ben Truitt, MBA, CFA's Jackson National Life Experience May 2012 - July 2012
Job Multifamily / Healthcare Loan Originator
Industry Commercial Real Estate
Experience
Arbor Commercial Mortgage March 2015 - Present
CFA Society Colorado July 2014 - March 2015
ACRE Capital April 2014 - February 2015
Amerisphere Mortgage Finance November 2012 - February 2014
Red Stone Partners July 2012 - November 2012
Jackson National Life May 2012 - July 2012
PNC May 2010 - July 2012
Truitt Companies February 2005 - August 2009
Level 3 Communications October 2003 - January 2005
GMAC Commercial Mortgage May 2002 - September 2003
Skills
Finance, Strategy, Investments, Financial Modeling, Real Estate, Strategic Planning, Management, Budgets, CRM, Marketing, Real Estate Economics, Real Estate Development, Portfolio Management, Financial Analysis, Real Estate Transactions
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2010
MBA, Real Estate and Finance
University of Colorado Boulder 1996 — 2000
Bachelor's Degree, Major: Mechanical Engineering, Minors: Business and Computer Science
Arbor Commercial Mortgage March 2015 - Present
CFA Society Colorado July 2014 - March 2015
ACRE Capital April 2014 - February 2015
Amerisphere Mortgage Finance November 2012 - February 2014
Red Stone Partners July 2012 - November 2012
Jackson National Life May 2012 - July 2012
PNC May 2010 - July 2012
Truitt Companies February 2005 - August 2009
Level 3 Communications October 2003 - January 2005
GMAC Commercial Mortgage May 2002 - September 2003
Skills
Finance, Strategy, Investments, Financial Modeling, Real Estate, Strategic Planning, Management, Budgets, CRM, Marketing, Real Estate Economics, Real Estate Development, Portfolio Management, Financial Analysis, Real Estate Transactions
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2010
MBA, Real Estate and Finance
University of Colorado Boulder 1996 — 2000
Bachelor's Degree, Major: Mechanical Engineering, Minors: Business and Computer Science
Josh Anfang Josh Anfang's Jackson National Life Experience May 2011 - October 2012
Job Senior Loan Officer at American AgCredit
Industry Financial Services
Experience
American AgCredit January 2015 - Present
American AgCredit April 2013 - January 2015
Wells Fargo August 2012 - April 2013
Jackson National Life May 2011 - October 2012
ACT Conferencing November 2010 - June 2011
ACT Conferencing October 2009 - November 2010
Skills
Loan Servicing, Loans, Sales, Relationship Management, Account Management, Project Management, Telecommunications, Software Documentation, Data Entry, Strategic Planning, Microsoft Excel, Microsoft Office, Outlook, Analysis, Process Improvement
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
University of Colorado at Colorado Springs
BS - Business, Business Administration
American AgCredit January 2015 - Present
American AgCredit April 2013 - January 2015
Wells Fargo August 2012 - April 2013
Jackson National Life May 2011 - October 2012
ACT Conferencing November 2010 - June 2011
ACT Conferencing October 2009 - November 2010
Skills
Loan Servicing, Loans, Sales, Relationship Management, Account Management, Project Management, Telecommunications, Software Documentation, Data Entry, Strategic Planning, Microsoft Excel, Microsoft Office, Outlook, Analysis, Process Improvement
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
University of Colorado at Colorado Springs
BS - Business, Business Administration
Christopher D. Olson's Jackson National Life Experience September 2003 - October 2005
Job Sr. Recruiter Talent Acquisition at AT&T (Formerly DIRECTV)
Industry Broadcast Media
Experience
AT&T (Formerly DIRECTV) August 2012 - Present
Western Asset Management November 2010 - June 2012
Xi Financial July 2010 - March 2011
Raymond H Riley Associates February 2006 - March 2010
Raymond H Riley Associates October 2005 - March 2010
Jackson National Life September 2003 - October 2005
Trilogy Financial Services May 2002 - September 2003
CIBER (formerly Digiterra Inc. / Summit Group) February 1999 - September 2001
Matchlogic Inc. August 1998 - February 1999
Level 3 Communications April 1998 - August 1998
Skills
Customer Relations, Budgeting, Business Planning, Hiring, Technical Recruiting, Sales Recruitment, Human Resources, Corporate Recruiting, Financial Services, Talent Acquisition, Recruiting, Sourcing, Alternative Investments, Budgets, Leadership, Finance, Sales, Vendor Management, Management, Internet Recruiting, Start-ups, Interviews, Employee Relations, CRM, Training, Salesforce.com, Executive Search, Team Building, Marketing, Project Planning, Networking, Applicant Tracking..., Customer Service, Strategy
Education
University of Colorado at Boulder - Leeds School of Business 1994 — 1998
B.S., Business Adminstration
University of Colorado Denver 2001 — 2005
MBA, Finance / Investment Management
AT&T (Formerly DIRECTV) August 2012 - Present
Western Asset Management November 2010 - June 2012
Xi Financial July 2010 - March 2011
Raymond H Riley Associates February 2006 - March 2010
Raymond H Riley Associates October 2005 - March 2010
Jackson National Life September 2003 - October 2005
Trilogy Financial Services May 2002 - September 2003
CIBER (formerly Digiterra Inc. / Summit Group) February 1999 - September 2001
Matchlogic Inc. August 1998 - February 1999
Level 3 Communications April 1998 - August 1998
Skills
Customer Relations, Budgeting, Business Planning, Hiring, Technical Recruiting, Sales Recruitment, Human Resources, Corporate Recruiting, Financial Services, Talent Acquisition, Recruiting, Sourcing, Alternative Investments, Budgets, Leadership, Finance, Sales, Vendor Management, Management, Internet Recruiting, Start-ups, Interviews, Employee Relations, CRM, Training, Salesforce.com, Executive Search, Team Building, Marketing, Project Planning, Networking, Applicant Tracking..., Customer Service, Strategy
Education
University of Colorado at Boulder - Leeds School of Business 1994 — 1998
B.S., Business Adminstration
University of Colorado Denver 2001 — 2005
MBA, Finance / Investment Management
Molly Moore Molly Moore's Jackson National Life Experience May 2010 - January 2014
Job Regional Vice President
Industry Financial Services
Experience
Jackson January 2014 - Present
Jackson National Life May 2010 - January 2014
Jackson February 2009 - May 2010
Skills
Retirement Planning, Series 63, Fixed Annuities, Mutual Funds, Investments, Series 7, 401k, Insurance, Retirement, Financial Planning, Alternative Investments
Education
University of Colorado at Boulder 2003 — 2007
BA, International Affairs
Jackson January 2014 - Present
Jackson National Life May 2010 - January 2014
Jackson February 2009 - May 2010
Skills
Retirement Planning, Series 63, Fixed Annuities, Mutual Funds, Investments, Series 7, 401k, Insurance, Retirement, Financial Planning, Alternative Investments
Education
University of Colorado at Boulder 2003 — 2007
BA, International Affairs
Aaron Ramsey Aaron Ramsey's Jackson National Life Experience November 2012 - Present
Job Internal Wholesaler at Jackson National Life
Industry Financial Services
Experience
Jackson National Life November 2012 - Present
Curian Capital March 2013 - December 2013
Jackson National Life June 2012 - November 2012
Formations LLC January 2012 - March 2012
Home Depot July 2011 - March 2012
University of Colorado September 2009 - March 2011
Finish Line December 2007 - August 2008
Skills
Customer Service, Analysis, Investments, PowerPoint, Microsoft Excel, Microsoft Office, Retail, Microsoft Word, Social Media, Research, Financial Modeling, Real Estate, Public Speaking, Market Research, Sales, Leadership, Salesforce.com, Financial Services, Insurance
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors of Science, Business Administration; an emphasis in Management
Jackson National Life November 2012 - Present
Curian Capital March 2013 - December 2013
Jackson National Life June 2012 - November 2012
Formations LLC January 2012 - March 2012
Home Depot July 2011 - March 2012
University of Colorado September 2009 - March 2011
Finish Line December 2007 - August 2008
Skills
Customer Service, Analysis, Investments, PowerPoint, Microsoft Excel, Microsoft Office, Retail, Microsoft Word, Social Media, Research, Financial Modeling, Real Estate, Public Speaking, Market Research, Sales, Leadership, Salesforce.com, Financial Services, Insurance
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors of Science, Business Administration; an emphasis in Management
Brigid O'Grady Brigid O'Grady's Jackson National Life Experience May 2011 - 2011
Job Tour Consultant at EF Educational Tours
Industry Education Management
Experience
EF Educational Tours January 2012 - Present
AEON Institute of Language Education June 2010 - February 2011
Jackson National Life May 2011 - 2011
Centerstone Technologies, Europe September 2008 - February 2009
Skills
Marketing, Budgets, French, Salesforce.com, International Relations, Customer Service, Event Planning, PowerPoint, Microsoft Office, Event Management, Research, Business Relationship..., Account Management, Marketing Strategy, Microsoft Excel
Education
American Graduate School of Paris 2008 — 2010
MA International Relations and Diplomcay, Political Science, Law, Economics, Theory, Research Methodology, Diplomacy, Current Affairs
University of Colorado Denver 2004 — 2008
BA, French
EF Educational Tours January 2012 - Present
AEON Institute of Language Education June 2010 - February 2011
Jackson National Life May 2011 - 2011
Centerstone Technologies, Europe September 2008 - February 2009
Skills
Marketing, Budgets, French, Salesforce.com, International Relations, Customer Service, Event Planning, PowerPoint, Microsoft Office, Event Management, Research, Business Relationship..., Account Management, Marketing Strategy, Microsoft Excel
Education
American Graduate School of Paris 2008 — 2010
MA International Relations and Diplomcay, Political Science, Law, Economics, Theory, Research Methodology, Diplomacy, Current Affairs
University of Colorado Denver 2004 — 2008
BA, French
Jackson Langford Jackson Langford's Jackson National Life Experience January 2002 - May 2008
Job Regional Marketing Director, Lincoln Financial Distributors
Industry Financial Services
Experience
MetLife Investors June 2008 - May 2014
Jackson National Life January 2002 - May 2008
American Skandia June 1998 - August 2003
Sierra Capital Management March 1996 - July 1997
The Pilgrim Group of Funds May 1994 - June 1995
LaSalle National Bank January 1992 - April 1994
Skills
Sales, Series 7, ETFs, Mutual Funds, Variable Annuities, Fixed Annuities, Retirement Planning, Long-term Care, Finance, Marketing Strategy, Investments, Term Life Insurance, Insurance, Financial Services, Asset Allocation, Business Development, Microsoft Excel, Leadership, Microsoft Office, Wealth Management
Education
The University of Georgia 1978 — 1983
BA, Economics
MetLife Investors June 2008 - May 2014
Jackson National Life January 2002 - May 2008
American Skandia June 1998 - August 2003
Sierra Capital Management March 1996 - July 1997
The Pilgrim Group of Funds May 1994 - June 1995
LaSalle National Bank January 1992 - April 1994
Skills
Sales, Series 7, ETFs, Mutual Funds, Variable Annuities, Fixed Annuities, Retirement Planning, Long-term Care, Finance, Marketing Strategy, Investments, Term Life Insurance, Insurance, Financial Services, Asset Allocation, Business Development, Microsoft Excel, Leadership, Microsoft Office, Wealth Management
Education
The University of Georgia 1978 — 1983
BA, Economics
Paul Adelson, CFP®, CLU, MBA Paul Adelson, CFP®, CLU, MBA's Jackson National Life Experience November 2001 - December 2004
Job National Account VP at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2015 - Present
Ash Brokerage Corporation January 2011 - January 2015
BBVA Compass Investment Solutions March 2009 - January 2011
Nationwide Financial October 2007 - March 2009
AIG December 2004 - October 2007
Jackson National Life November 2001 - December 2004
Charles Schwab & Co., Inc January 2001 - November 2001
Rotational Development Program June 2000 - December 2000
Charles Schwab October 1999 - June 2000
Charles Schwab April 1998 - October 1999
Skills
Mutual Funds, Insurance, Wealth Management, Series 7, Series 63, Retirement Planning, Retirement, Investments, Underwriting, Long-term Care, Fixed Annuities, Term Life Insurance, Whole Life, Series 24, Securities, Variable Annuities, Alternative Investments, Life Insurance, Annuities, Estate Planning, Wholesaling, Long Term Care, Wealth Transfer, Annuity, New Business Development, Disability Insurance, Financial Reporting, Public Speaking, Sales Presentations, Territory Account..., Building Relationships, Financial Advisory, Series 6, Financial Services, Financial Planners, Employee Benefits, Long Term Care Insurance, Wealth, Wholesale, Financial Planning
Education
University of California, Santa Barbara
BA Cultural, Anthropology
University of Colorado Denver
Master of Business Administration (MBA), Finance and Financial Management Services
University of Pennsylvania - The Wharton School
Aresty Institute of Executive Education, IMCA Certified Investment Management Analyst Program
John Hancock Financial Services February 2015 - Present
Ash Brokerage Corporation January 2011 - January 2015
BBVA Compass Investment Solutions March 2009 - January 2011
Nationwide Financial October 2007 - March 2009
AIG December 2004 - October 2007
Jackson National Life November 2001 - December 2004
Charles Schwab & Co., Inc January 2001 - November 2001
Rotational Development Program June 2000 - December 2000
Charles Schwab October 1999 - June 2000
Charles Schwab April 1998 - October 1999
Skills
Mutual Funds, Insurance, Wealth Management, Series 7, Series 63, Retirement Planning, Retirement, Investments, Underwriting, Long-term Care, Fixed Annuities, Term Life Insurance, Whole Life, Series 24, Securities, Variable Annuities, Alternative Investments, Life Insurance, Annuities, Estate Planning, Wholesaling, Long Term Care, Wealth Transfer, Annuity, New Business Development, Disability Insurance, Financial Reporting, Public Speaking, Sales Presentations, Territory Account..., Building Relationships, Financial Advisory, Series 6, Financial Services, Financial Planners, Employee Benefits, Long Term Care Insurance, Wealth, Wholesale, Financial Planning
Education
University of California, Santa Barbara
BA Cultural, Anthropology
University of Colorado Denver
Master of Business Administration (MBA), Finance and Financial Management Services
University of Pennsylvania - The Wharton School
Aresty Institute of Executive Education, IMCA Certified Investment Management Analyst Program
Dana McMillin Dana McMillin's Jackson National Life Experience February 2011 - June 2013
Job Regional Vice President at Jackson
Industry Financial Services
Experience
Jackson June 2014 - Present
Jackson June 2013 - Present
Jackson National Life February 2011 - June 2013
Jackson National Life March 2010 - February 2011
The Phillips Family August 2009 - January 2010
Buenos Aires Pizzeria June 2007 - March 2009
Istonish April 2008 - July 2008
Skills
Spanish, Management, Time Management, Event Planning, Microsoft Office, Outlook, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Social Networking, Research, Fundraising, Marketing
Education
Universidad de Buenos Aires 2008 — 2009
International Affairs, Spanish Literature, International Affairs, Economics, Spanish Literature, Spanish Language
University of Colorado Boulder 2005 — 2009
International Affairs, Spanish and Portuguese, International Politics, Political Science, Spanish Language and Literature, Portuguese Language
Jackson June 2014 - Present
Jackson June 2013 - Present
Jackson National Life February 2011 - June 2013
Jackson National Life March 2010 - February 2011
The Phillips Family August 2009 - January 2010
Buenos Aires Pizzeria June 2007 - March 2009
Istonish April 2008 - July 2008
Skills
Spanish, Management, Time Management, Event Planning, Microsoft Office, Outlook, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Social Networking, Research, Fundraising, Marketing
Education
Universidad de Buenos Aires 2008 — 2009
International Affairs, Spanish Literature, International Affairs, Economics, Spanish Literature, Spanish Language
University of Colorado Boulder 2005 — 2009
International Affairs, Spanish and Portuguese, International Politics, Political Science, Spanish Language and Literature, Portuguese Language
Alec Saysoff's Jackson National Life Experience March 2012 - May 2013
Job Technical Account Manager at Miraca Life Sciences
Industry Hospital & Health Care
Experience
Miraca Life Sciences June 2014 - Present
OpenTable July 2013 - January 2014
Jackson National Life March 2012 - May 2013
Atronic Alarms, Inc. March 2010 - March 2012
Skills
Sales, Direct Sales, Series 6, Series 63, Life Insurance, Wholesale, Business Development, Variable Annuities, Modern Portfolio Theory, Mutual Funds, Alternative Investments, Alternative Investment..., Written & Oral..., Account Management, Customer Service, New Business Development, Salesforce.com, Financial Services, Security, Marketing Strategy, Insurance Linked..., Fixed Income Strategies, Separately Managed..., Managed Money, Arbitrage, Equity Capital Markets, Microsoft Office, Microsoft Excel
Education
University of Kansas 2005 — 2009
Bachelor of Science (BS), Communication Studies & History
Bishop Miege Highschool 2001 — 2005
Miraca Life Sciences June 2014 - Present
OpenTable July 2013 - January 2014
Jackson National Life March 2012 - May 2013
Atronic Alarms, Inc. March 2010 - March 2012
Skills
Sales, Direct Sales, Series 6, Series 63, Life Insurance, Wholesale, Business Development, Variable Annuities, Modern Portfolio Theory, Mutual Funds, Alternative Investments, Alternative Investment..., Written & Oral..., Account Management, Customer Service, New Business Development, Salesforce.com, Financial Services, Security, Marketing Strategy, Insurance Linked..., Fixed Income Strategies, Separately Managed..., Managed Money, Arbitrage, Equity Capital Markets, Microsoft Office, Microsoft Excel
Education
University of Kansas 2005 — 2009
Bachelor of Science (BS), Communication Studies & History
Bishop Miege Highschool 2001 — 2005
Jillian Roeding Jillian Roeding's Jackson National Life Experience June 2013 - May 2014
Job Associate Account Manager at Epsilon
Industry Marketing and Advertising
Experience
Epsilon May 2014 - Present
Jackson National Life June 2013 - May 2014
Vail Resorts November 2012 - April 2013
Skills
PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Salesforce.com, Sales, Event Planning, Social Networking, Social Media Marketing
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Psychology
University of Otago 2011 — 2011
Mount Notre Dame High School 2004 — 2008
Epsilon May 2014 - Present
Jackson National Life June 2013 - May 2014
Vail Resorts November 2012 - April 2013
Skills
PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Salesforce.com, Sales, Event Planning, Social Networking, Social Media Marketing
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Psychology
University of Otago 2011 — 2011
Mount Notre Dame High School 2004 — 2008
Ken Gerken Ken Gerken's Jackson National Life Experience November 2005 - December 2006
Job Product Manager at Trust Company of America
Industry Financial Services
Experience
Trust Company of America April 2014 - Present
Curian Capital December 2006 - April 2014
Jackson National Life November 2005 - December 2006
Jackson National Life November 1997 - November 2005
Skills
Series 7, Series 63, PMP, Certified Fund..., Asset Management, Financial Services, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Wealth Management, Banking, Product Management, Insurance, Analysis, Finance, Strategy, Alternative Investments, Business Analysis, Project Management, Management, Program Management, Securities
Education
University of Colorado at Boulder 1987 — 1991
Bachelor of Arts (BA), Communication, General, 3.61
Trust Company of America April 2014 - Present
Curian Capital December 2006 - April 2014
Jackson National Life November 2005 - December 2006
Jackson National Life November 1997 - November 2005
Skills
Series 7, Series 63, PMP, Certified Fund..., Asset Management, Financial Services, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Wealth Management, Banking, Product Management, Insurance, Analysis, Finance, Strategy, Alternative Investments, Business Analysis, Project Management, Management, Program Management, Securities
Education
University of Colorado at Boulder 1987 — 1991
Bachelor of Arts (BA), Communication, General, 3.61
Jon Iverson - CRPC®, RICP® Jon Iverson - CRPC®, RICP®'s Jackson National Life Experience 2002 - 2008
Job RVP at Transamerica Capital, Inc.
Industry Financial Services
Experience
Transamerica Capital Inc. June 2013 - Present
Allianz October 2008 - May 2013
Jackson National Life 2002 - 2008
John Hancock Life Insurance Company (U.S.A.) 1996 - 2001
Education
The Master's College 1994 — 1996
BS, Business Administration
Transamerica Capital Inc. June 2013 - Present
Allianz October 2008 - May 2013
Jackson National Life 2002 - 2008
John Hancock Life Insurance Company (U.S.A.) 1996 - 2001
Education
The Master's College 1994 — 1996
BS, Business Administration
Eric Gaudet's Jackson National Life Experience September 2012 - April 2013
Job Senior Communications Specialist at Ropes & Gray LLP
Industry Marketing and Advertising
Experience
Ropes & Gray LLP February 2015 - Present
Ropes & Gray LLP April 2013 - January 2015
Jackson National Life September 2012 - April 2013
Jackson National Life November 2011 - September 2012
ERC Wiping Products, Inc. September 2008 - September 2011
Skills
Email Marketing, Customer Service, Social Media Marketing, Marketing, Marketing Strategy, Leadership, Social Media, Salesforce.com, Project Management, Strategic Planning, Budgets, Time Management, New Business Development, Graphic Design, Marketing Communications, Event Management, Advertising, Video Production
Education
The University of Connecticut School of Business 2003 — 2007
B.S. Business Administration, Marketing, Professional Selling
Ropes & Gray LLP February 2015 - Present
Ropes & Gray LLP April 2013 - January 2015
Jackson National Life September 2012 - April 2013
Jackson National Life November 2011 - September 2012
ERC Wiping Products, Inc. September 2008 - September 2011
Skills
Email Marketing, Customer Service, Social Media Marketing, Marketing, Marketing Strategy, Leadership, Social Media, Salesforce.com, Project Management, Strategic Planning, Budgets, Time Management, New Business Development, Graphic Design, Marketing Communications, Event Management, Advertising, Video Production
Education
The University of Connecticut School of Business 2003 — 2007
B.S. Business Administration, Marketing, Professional Selling
Carter Truong's Jackson National Life Experience 2001 - 2005
Job CEO and CoFounder Tabrific
Industry Consumer Services
Experience
Tabrific March 2012 - Present
Intuito 2012 - Present
MotiveQuest 2010 - 2012
J.D. Power & Associates (Web Intelligence) April 2008 - October 2010
Umbria Communications June 2007 - April 2008
Greenhouse Partners March 2005 - June 2007
Jackson National Life 2001 - 2005
Skills
Marketing Strategy, Integrated Marketing, Start-ups, Customer Insight, Market Research, Social Media Marketing, Entrepreneurship, Marketing, Strategic Planning, Product Management, Product Marketing, Marketing Research, Management, Advertising, Social Media, Brand Management, Business Planning, Team Building, Digital Strategy, Team Management, Market Analysis, Budgets, Sales Operations, Consumer Insights, Budget Management, Cross-functional Team..., Corporate Branding, Account Management, Strategic Consulting, Team Leadership, Internal Marketing, Qualitative Research, Hypothesis Testing, Brand Development, Big Data, New Business Development, Competitive Analysis, Product Development, Analytics, Strategic Partnerships, Online Marketing, Segmentation, Quantitative Analytics, Analysis, Business Development, Online Advertising
Education
University of Colorado at Boulder 1999 — 2003
Bachelor of Arts, Marketing
Standley Lake
Tabrific March 2012 - Present
Intuito 2012 - Present
MotiveQuest 2010 - 2012
J.D. Power & Associates (Web Intelligence) April 2008 - October 2010
Umbria Communications June 2007 - April 2008
Greenhouse Partners March 2005 - June 2007
Jackson National Life 2001 - 2005
Skills
Marketing Strategy, Integrated Marketing, Start-ups, Customer Insight, Market Research, Social Media Marketing, Entrepreneurship, Marketing, Strategic Planning, Product Management, Product Marketing, Marketing Research, Management, Advertising, Social Media, Brand Management, Business Planning, Team Building, Digital Strategy, Team Management, Market Analysis, Budgets, Sales Operations, Consumer Insights, Budget Management, Cross-functional Team..., Corporate Branding, Account Management, Strategic Consulting, Team Leadership, Internal Marketing, Qualitative Research, Hypothesis Testing, Brand Development, Big Data, New Business Development, Competitive Analysis, Product Development, Analytics, Strategic Partnerships, Online Marketing, Segmentation, Quantitative Analytics, Analysis, Business Development, Online Advertising
Education
University of Colorado at Boulder 1999 — 2003
Bachelor of Arts, Marketing
Standley Lake
David Deterding David Deterding's Jackson National Life Experience January 2003 - June 2005
Job Director Wells Fargo High Yield Research
Industry Financial Services
Experience
Wells Fargo Securities July 2009 - Present
Wells Fargo Securities / Wachovia Securities July 2007 - July 2009
Jackson National Life January 2003 - June 2005
Skills
Banking, Financial Analysis, Financial Modeling, Investments, Series 7, Valuation, Portfolio Management, Capital Markets, Mergers, Asset Management, Investment Banking, Due Diligence, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Corporate Finance
University of Otago 2006 — 2006
Exchange Student
The University of Memphis 1997 — 2001
BBA, Finance
Wells Fargo Securities July 2009 - Present
Wells Fargo Securities / Wachovia Securities July 2007 - July 2009
Jackson National Life January 2003 - June 2005
Skills
Banking, Financial Analysis, Financial Modeling, Investments, Series 7, Valuation, Portfolio Management, Capital Markets, Mergers, Asset Management, Investment Banking, Due Diligence, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Corporate Finance
University of Otago 2006 — 2006
Exchange Student
The University of Memphis 1997 — 2001
BBA, Finance
Angel Ennis Angel Ennis's Jackson National Life Experience September 2012 - Present
Job Lead Software Administrator at Jackson National Life
Industry Computer Software
Experience
Jackson National Life September 2012 - Present
U.S. Coast Guard 2007 - 2013
CPSI July 2008 - May 2011
Freelance Design and Social Media 2003 - 2011
ITT Technical Institute 2008 - 2009
Virginia College 2007 - 2007
MDi media group 2005 - 2007
Skills
Microsoft Office, Active Directory, Troubleshooting, Leadership, Social Media, Windows 7, Adobe Creative Suite, Photoshop, Photography, Illustrator, Social Media Marketing, Management, Social Networking, C++, Citrix, Customer Service, Team Building, HTML, Security, Visio, COBOL, Backup Exec, Shell Scripting, VMware, XenClient, Incident Management, BMC Remedy, Avaya, Altiris, VNC, VDI, Juggling, Strategic Leadership, PowerPoint, FrontPage, Flash, CMS, Computer Hardware, IT Service Management, Network Administration, ITIL, Employee Training, OS X, Program Management, Nortel, Business Objects, CA ITCM, Training & Development
Education
University of West Florida 2000 — 2005
BS
University of West Florida 2000 — 2005
BA
TUI University
Master of Science (MSc)
Jackson National Life September 2012 - Present
U.S. Coast Guard 2007 - 2013
CPSI July 2008 - May 2011
Freelance Design and Social Media 2003 - 2011
ITT Technical Institute 2008 - 2009
Virginia College 2007 - 2007
MDi media group 2005 - 2007
Skills
Microsoft Office, Active Directory, Troubleshooting, Leadership, Social Media, Windows 7, Adobe Creative Suite, Photoshop, Photography, Illustrator, Social Media Marketing, Management, Social Networking, C++, Citrix, Customer Service, Team Building, HTML, Security, Visio, COBOL, Backup Exec, Shell Scripting, VMware, XenClient, Incident Management, BMC Remedy, Avaya, Altiris, VNC, VDI, Juggling, Strategic Leadership, PowerPoint, FrontPage, Flash, CMS, Computer Hardware, IT Service Management, Network Administration, ITIL, Employee Training, OS X, Program Management, Nortel, Business Objects, CA ITCM, Training & Development
Education
University of West Florida 2000 — 2005
BS
University of West Florida 2000 — 2005
BA
TUI University
Master of Science (MSc)
John Everett, CRPS® John Everett, CRPS®'s Jackson National Life Experience June 2010 - January 2013
Job Senior Internal Sales Consultant at Janus
Industry Financial Services
Experience
Janus Capital Group January 2013 - Present
Jackson National Life June 2010 - January 2013
Self Employed November 2008 - June 2010
Transamerica July 2008 - October 2008
MidFirst Bank March 2007 - January 2008
Chase March 2004 - March 2007
Skills
Investment Strategies, Investments, Defined Benefit, Defined Contribution, Corporate Finance, Financial Reporting, Discounted Cash Flows, Fixed Income Analysis, Time Value of Money, Fixed Income, Variable Annuities, Fixed Annuities, Uniform Combined State..., Financial Analysis, DCF, Alternative Investments, Mutual Funds, Asset Allocation, Series 7, Series 63, Finance, Financial Services, Retirement Planning, Securities, Equities, Wealth Management, Asset Management, 401k, Retirement, Salesforce.com, FX Hedging, FX Trading, Foreign Currency..., Modern Portfolio Theory, Microsoft Excel, Visual Basic, Excel Models, Excel Pivot, Excel Macros, Monte Carlo Simulation, Residual income models, Financial Modeling
Education
University of Central Oklahoma 2002 — 2005
Bachelor of Science
CFA Institute 2013 — 2016
CFA Candidate Level 2 June 2016, Finance
FINRA Licensing
Series 7 and Series 63
Janus Capital Group January 2013 - Present
Jackson National Life June 2010 - January 2013
Self Employed November 2008 - June 2010
Transamerica July 2008 - October 2008
MidFirst Bank March 2007 - January 2008
Chase March 2004 - March 2007
Skills
Investment Strategies, Investments, Defined Benefit, Defined Contribution, Corporate Finance, Financial Reporting, Discounted Cash Flows, Fixed Income Analysis, Time Value of Money, Fixed Income, Variable Annuities, Fixed Annuities, Uniform Combined State..., Financial Analysis, DCF, Alternative Investments, Mutual Funds, Asset Allocation, Series 7, Series 63, Finance, Financial Services, Retirement Planning, Securities, Equities, Wealth Management, Asset Management, 401k, Retirement, Salesforce.com, FX Hedging, FX Trading, Foreign Currency..., Modern Portfolio Theory, Microsoft Excel, Visual Basic, Excel Models, Excel Pivot, Excel Macros, Monte Carlo Simulation, Residual income models, Financial Modeling
Education
University of Central Oklahoma 2002 — 2005
Bachelor of Science
CFA Institute 2013 — 2016
CFA Candidate Level 2 June 2016, Finance
FINRA Licensing
Series 7 and Series 63
Emily Akers's Jackson National Life Experience December 2008 - September 2009
Job Relationship Manager at LinkedIn
Industry Internet
Experience
LinkedIn January 2015 - Present
LinkedIn January 2013 - December 2014
Open Scan Technologies, Inc. March 2012 - January 2013
Peace Corps September 2009 - December 2011
Jackson National Life December 2008 - September 2009
Janus Capital Group August 2008 - November 2008
Skills
Microsoft Office, Ukrainian/Russian..., Fundraising, Leadership, Non-profits, Business Development, Event Planning, Research, Public Speaking, Social Media, Data Analysis, Project Management, PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Marketing, Teaching, Nonprofits, Direct Sales, Grant Writing, Sales, Project Planning, Outlook, Strategic Planning, Team Building, Analysis, Budgets, Salesforce.com, Sales Operations, Marketing Strategy, Social Networking, Enterprise Software, Market Research, Training, Account Management
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
LinkedIn January 2015 - Present
LinkedIn January 2013 - December 2014
Open Scan Technologies, Inc. March 2012 - January 2013
Peace Corps September 2009 - December 2011
Jackson National Life December 2008 - September 2009
Janus Capital Group August 2008 - November 2008
Skills
Microsoft Office, Ukrainian/Russian..., Fundraising, Leadership, Non-profits, Business Development, Event Planning, Research, Public Speaking, Social Media, Data Analysis, Project Management, PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Marketing, Teaching, Nonprofits, Direct Sales, Grant Writing, Sales, Project Planning, Outlook, Strategic Planning, Team Building, Analysis, Budgets, Salesforce.com, Sales Operations, Marketing Strategy, Social Networking, Enterprise Software, Market Research, Training, Account Management
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Andy Hopping Andy Hopping's Jackson National Life Experience 1994 - 2011
Job Financial Executive
Industry Financial Services
Experience
Jackson National Life 1994 - 2011
Countrywide Credit 1992 - 1994
KB Home 1986 - 1992
Deloitte Haskins & Sells 1982 - 1986
Skills
Series 63, Retirement Planning, Finance, Series 7, Strategic Financial..., Business Development, Auditing, Financial Analysis, Financial Services, Management, Mergers, Mergers & Acquisitions, Risk Management, SEC filings
Education
UCLA Anderson School of Management 1988 — 1990
MBA
Michigan State University- The Eli Broad Graduate School of Management 1978 — 1981
BA, Accounting
Jackson National Life 1994 - 2011
Countrywide Credit 1992 - 1994
KB Home 1986 - 1992
Deloitte Haskins & Sells 1982 - 1986
Skills
Series 63, Retirement Planning, Finance, Series 7, Strategic Financial..., Business Development, Auditing, Financial Analysis, Financial Services, Management, Mergers, Mergers & Acquisitions, Risk Management, SEC filings
Education
UCLA Anderson School of Management 1988 — 1990
MBA
Michigan State University- The Eli Broad Graduate School of Management 1978 — 1981
BA, Accounting
Jill Heggie's Jackson National Life Experience August 2010 - August 2012
Job Cash Management Consultant at CoBank
Industry Financial Services
Experience
CoBank September 2015 - Present
CoBank August 2012 - Present
Jackson National Life August 2010 - August 2012
4 J's Marketing, LLC August 2006 - March 2011
Safeco Insurance December 2000 - January 2002
Safeco Insurance November 1993 - December 2000
Safeco Insurance August 1991 - November 1993
Skills
Training, Salesforce.com, Customer Service, Sales, Call Centers, Strategy, Executive Management, New Business Development, Sales Operations, Social Media Marketing, Human Resources, Interviews, Microsoft Word, Team Building, Market Research, Change Management, Microsoft Office, Strategic Planning, Account Management, Forecasting, Administrative..., Public Relations, Social Networking, Marketing, Public Speaking, Vendor Management, Access, Analysis, Sales Management, Outlook, Employee Benefits, Customer Satisfaction, Selling, Process Improvement, Business Analysis, Budgets, Business Development, Data Analysis, Operations Management, Leadership, Negotiation, Business Planning, Recruiting, CRM, Project Management
Education
University of Colorado Denver
B.S.B.A., Human Resource Management
CoBank September 2015 - Present
CoBank August 2012 - Present
Jackson National Life August 2010 - August 2012
4 J's Marketing, LLC August 2006 - March 2011
Safeco Insurance December 2000 - January 2002
Safeco Insurance November 1993 - December 2000
Safeco Insurance August 1991 - November 1993
Skills
Training, Salesforce.com, Customer Service, Sales, Call Centers, Strategy, Executive Management, New Business Development, Sales Operations, Social Media Marketing, Human Resources, Interviews, Microsoft Word, Team Building, Market Research, Change Management, Microsoft Office, Strategic Planning, Account Management, Forecasting, Administrative..., Public Relations, Social Networking, Marketing, Public Speaking, Vendor Management, Access, Analysis, Sales Management, Outlook, Employee Benefits, Customer Satisfaction, Selling, Process Improvement, Business Analysis, Budgets, Business Development, Data Analysis, Operations Management, Leadership, Negotiation, Business Planning, Recruiting, CRM, Project Management
Education
University of Colorado Denver
B.S.B.A., Human Resource Management
John-David Haire John-David Haire's Jackson National Life Experience 1999 - 2000
Job Managing Principal at Iron Logic Consulting, LLC
Industry Management Consulting
Experience
Iron Logic Consulting, LLC December 2012 - Present
Iron Logic Wealth Advisory, LLC January 2010 - Present
MetLife Investors March 2004 - September 2009
Travelers Life & Annuity March 2004 - March 2005
New York Life March 2002 - March 2004
Jackson National Life 1999 - 2000
Education
University of Cincinnati College of Business 1994 — 1997
BS, Finance, Real Estate
Iron Logic Consulting, LLC December 2012 - Present
Iron Logic Wealth Advisory, LLC January 2010 - Present
MetLife Investors March 2004 - September 2009
Travelers Life & Annuity March 2004 - March 2005
New York Life March 2002 - March 2004
Jackson National Life 1999 - 2000
Education
University of Cincinnati College of Business 1994 — 1997
BS, Finance, Real Estate
Joseph Seaton, CRC® Joseph Seaton, CRC®'s Jackson National Life Experience August 2004 - November 2007
Job Regional Vice President HF Group Solutions
Industry Financial Services
Experience
HF Group Solutions March 2014 - Present
Aptus Marketing Group December 2013 - Present
Protective Life August 2010 - October 2013
Aptus Marketing June 2009 - August 2010
Mass Mutual November 2007 - May 2009
Jackson National Life August 2004 - November 2007
Denver CO November 2001 - August 2004
New England Financial November 1999 - November 2001
Skills
Insurance, Estate Planning, Asset Management, Sales, Investment Strategies, Customer Service, Business Planning, Sales Force Development, Strategic Financial..., Customer Relations, Funding, Market Planning, Asset Managment, Variable Annuities, Sales&Marketing, Territory Mgmt, Small Business..., Sales Presentations, Social Sciences, Social Psychology, Technology, Territory Account..., Client Rapport, Fixed Annuities, Indexed Annuities, Life Insurance, Life & Health Insurance..., Series 63, Series 6, Retirement, Retirement Planning
Education
University of Arizona 1988 — 1994
Bachelor of Science, Science
HF Group Solutions March 2014 - Present
Aptus Marketing Group December 2013 - Present
Protective Life August 2010 - October 2013
Aptus Marketing June 2009 - August 2010
Mass Mutual November 2007 - May 2009
Jackson National Life August 2004 - November 2007
Denver CO November 2001 - August 2004
New England Financial November 1999 - November 2001
Skills
Insurance, Estate Planning, Asset Management, Sales, Investment Strategies, Customer Service, Business Planning, Sales Force Development, Strategic Financial..., Customer Relations, Funding, Market Planning, Asset Managment, Variable Annuities, Sales&Marketing, Territory Mgmt, Small Business..., Sales Presentations, Social Sciences, Social Psychology, Technology, Territory Account..., Client Rapport, Fixed Annuities, Indexed Annuities, Life Insurance, Life & Health Insurance..., Series 63, Series 6, Retirement, Retirement Planning
Education
University of Arizona 1988 — 1994
Bachelor of Science, Science
Steve Blum Steve Blum's Jackson National Life Experience January 2003 - July 2003
Job Business Development Specialist at TIME Financial, a Crump Company
Industry Insurance
Experience
TIME Financial, a Crump Company March 2013 - Present
Investors Marketing Services November 2011 - February 2013
Allied Marketing Partners November 2010 - November 2011
Hooper Holmes Underwriting Solutions April 2009 - March 2010
Old Mutual Financial Network 2004 - 2008
Jackson National Life January 2003 - July 2003
Community Bank Marketing 2000 - 2003
Wachovia Securities 1993 - 2000
First Union Brokerage Services January 1993 - December 1999
Invest Financial 1989 - 1993
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement, Retirement Planning, Series 63, Series 6, Variable Annuities, Long-term Care, Strategic Financial..., Mutual Funds, Sales Management, Territory Mgmt, Universal Life, Series 7, Term Life Insurance, Wealth Management, Financial Services, Sales, Long Term Care Insurance, Estate Planning, 401k, Business Development, Disability Insurance, Investments, Marketing, IRAs, Financial Planners, Strategy, Financial Advisory, Account Management, Health Insurance, Whole Life, FINRA, Underwriting, Securities, Critical Illness, Series 65, Investment Advisory, Employee Benefits, Brokers, Wealth, Pensions, Series 24, Financial Planning
Education
The University of Georgia 1973 — 1977
BA
The University of Georgia
TIME Financial, a Crump Company March 2013 - Present
Investors Marketing Services November 2011 - February 2013
Allied Marketing Partners November 2010 - November 2011
Hooper Holmes Underwriting Solutions April 2009 - March 2010
Old Mutual Financial Network 2004 - 2008
Jackson National Life January 2003 - July 2003
Community Bank Marketing 2000 - 2003
Wachovia Securities 1993 - 2000
First Union Brokerage Services January 1993 - December 1999
Invest Financial 1989 - 1993
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement, Retirement Planning, Series 63, Series 6, Variable Annuities, Long-term Care, Strategic Financial..., Mutual Funds, Sales Management, Territory Mgmt, Universal Life, Series 7, Term Life Insurance, Wealth Management, Financial Services, Sales, Long Term Care Insurance, Estate Planning, 401k, Business Development, Disability Insurance, Investments, Marketing, IRAs, Financial Planners, Strategy, Financial Advisory, Account Management, Health Insurance, Whole Life, FINRA, Underwriting, Securities, Critical Illness, Series 65, Investment Advisory, Employee Benefits, Brokers, Wealth, Pensions, Series 24, Financial Planning
Education
The University of Georgia 1973 — 1977
BA
The University of Georgia
Julia Carpenter Smith Julia Carpenter Smith's Jackson National Life Experience November 2005 - March 2008
Job Highly Motivated and Experienced Financial Advisor, LPL Financial
Industry Financial Services
Experience
Colorado Financial Partners February 2012 - Present
Lincoln Financial Advisors September 2011 - February 2012
Dasgupta and Perron March 2008 - June 2011
Jackson National Life November 2005 - March 2008
Jackson November 2004 - November 2005
CB Richard Ellis January 2004 - May 2004
Education
University of Colorado Boulder 2000 — 2004
BS, Finance
Colorado Financial Partners February 2012 - Present
Lincoln Financial Advisors September 2011 - February 2012
Dasgupta and Perron March 2008 - June 2011
Jackson National Life November 2005 - March 2008
Jackson November 2004 - November 2005
CB Richard Ellis January 2004 - May 2004
Education
University of Colorado Boulder 2000 — 2004
BS, Finance
Melissa Flynn Melissa Flynn's Jackson National Life Experience January 2011 - March 2012
Job Marketing Operations
Industry Financial Services
Experience
Maxim Healthcare Services May 2014 - March 2015
Maxim Healthcare Services July 2013 - July 2014
Veritas Document Solutions March 2012 - September 2012
Jackson National Life January 2011 - March 2012
Jackson National Life January 2010 - January 2011
Jackson National Life March 2008 - January 2010
Jackson National Life October 2007 - March 2008
Jackson National Life January 2007 - October 2007
Cambridge Financial Group June 2003 - December 2006
Skills
Fixed Annuities, Insurance, Event Management, Marketing, Social Networking, Account Management, Marketing Communications, CRM, Project Management, Salesforce.com, Financial Services, Direct Mail, Process Improvement, Business Analysis, Series 6, Strategic Planning, Integrated Marketing, Email Marketing, Training, Team Building, B2B, Vendor Management, Relationship Management, Sales Presentations, Coaching, SharePoint, Management, Sales
Education
University of Arizona 2002 — 2006
Bachelor of Science (B.S.), Psychology
Maxim Healthcare Services May 2014 - March 2015
Maxim Healthcare Services July 2013 - July 2014
Veritas Document Solutions March 2012 - September 2012
Jackson National Life January 2011 - March 2012
Jackson National Life January 2010 - January 2011
Jackson National Life March 2008 - January 2010
Jackson National Life October 2007 - March 2008
Jackson National Life January 2007 - October 2007
Cambridge Financial Group June 2003 - December 2006
Skills
Fixed Annuities, Insurance, Event Management, Marketing, Social Networking, Account Management, Marketing Communications, CRM, Project Management, Salesforce.com, Financial Services, Direct Mail, Process Improvement, Business Analysis, Series 6, Strategic Planning, Integrated Marketing, Email Marketing, Training, Team Building, B2B, Vendor Management, Relationship Management, Sales Presentations, Coaching, SharePoint, Management, Sales
Education
University of Arizona 2002 — 2006
Bachelor of Science (B.S.), Psychology
Joan Glynn Joan Glynn's Jackson National Life Experience March 2014 - Present
Job Director IT at Jackson National Life
Industry Information Technology and Services
Experience
Jackson National Life March 2014 - Present
Texas Windstorm Insurance Association 2011 - March 2014
ViaTech Publishing Solutions July 2010 - December 2010
License Technologies Group April 2008 - February 2010
Dell, Inc March 2002 - April 2008
Quebecor World, Inc 1995 - 2000
General Electric October 1989 - March 1995
Skills
Business Process..., Program Management, Vendor Management, SDLC, Strategic Planning, Integration, Process Improvement, Change Management, PMO, Cross-functional Team..., Business Analysis, Agile Methodologies, Business Process, Project Management, Software Documentation, Software Project..., Business Intelligence, Leadership, Strategy, Six Sigma, Outsourcing, Management, Software Development, Product Management, Requirements Analysis, Project Planning, E-commerce
Education
The University of Connecticut
BA, Communications
The University of Connecticut School of Business
MBA, Business Administration
Jackson National Life March 2014 - Present
Texas Windstorm Insurance Association 2011 - March 2014
ViaTech Publishing Solutions July 2010 - December 2010
License Technologies Group April 2008 - February 2010
Dell, Inc March 2002 - April 2008
Quebecor World, Inc 1995 - 2000
General Electric October 1989 - March 1995
Skills
Business Process..., Program Management, Vendor Management, SDLC, Strategic Planning, Integration, Process Improvement, Change Management, PMO, Cross-functional Team..., Business Analysis, Agile Methodologies, Business Process, Project Management, Software Documentation, Software Project..., Business Intelligence, Leadership, Strategy, Six Sigma, Outsourcing, Management, Software Development, Product Management, Requirements Analysis, Project Planning, E-commerce
Education
The University of Connecticut
BA, Communications
The University of Connecticut School of Business
MBA, Business Administration
Dan Weinberger's Jackson National Life Experience February 2003 - August 2004
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2007 - Present
Jackson National Life February 2003 - August 2004
Skills
Investment Planning, Financial Advice
Education
University of Colorado Boulder 2005 — 2007
MBA, Entrepreneurship
University of Colorado at Boulder - Leeds School of Business 1997 — 2002
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors, LLC October 2007 - Present
Jackson National Life February 2003 - August 2004
Skills
Investment Planning, Financial Advice
Education
University of Colorado Boulder 2005 — 2007
MBA, Entrepreneurship
University of Colorado at Boulder - Leeds School of Business 1997 — 2002
Bachelor of Science (B.S.), Finance
Amanda York Ellis Jenkins Amanda York Ellis Jenkins's Jackson National Life Experience April 2015 - Present
Job Attorney, Compliance and Corporate Governance at Jackson National Life
Industry Insurance
Experience
Jackson National Life April 2015 - Present
State of Michigan November 2013 - April 2015
State of Michigan April 2011 - November 2013
State of Michigan August 2009 - April 2011
Michigan Tax Tribunal January 2008 - April 2009
State of Michigan May 2007 - August 2007
The Kentucky Post January 2004 - September 2005
Cincinnati Business Courier September 2002 - January 2004
The Associated Press January 2002 - July 2002
Skills
Legislative Relations, Policy, Legislation, Legal Research, Analysis, Administrative Law, Government, Corporate Governance, Community Outreach, Courts, Legal Writing, Nonprofits, Policy Analysis, Political Campaigns, Politics, Public Policy, Public Speaking
Education
Thomas M. Cooley Law School 2008 — 2010
Master of Laws (LL.M.), Taxation
Thomas M. Cooley Law School 2005 — 2008
Doctor of Law (J.D.)
University of Illinois Springfield 2001 — 2002
Master of Arts (MA), Public Affairs Reporting
University of Kentucky 1998 — 2001
Bachelor of Arts (B.A.), Journalism
Jackson National Life April 2015 - Present
State of Michigan November 2013 - April 2015
State of Michigan April 2011 - November 2013
State of Michigan August 2009 - April 2011
Michigan Tax Tribunal January 2008 - April 2009
State of Michigan May 2007 - August 2007
The Kentucky Post January 2004 - September 2005
Cincinnati Business Courier September 2002 - January 2004
The Associated Press January 2002 - July 2002
Skills
Legislative Relations, Policy, Legislation, Legal Research, Analysis, Administrative Law, Government, Corporate Governance, Community Outreach, Courts, Legal Writing, Nonprofits, Policy Analysis, Political Campaigns, Politics, Public Policy, Public Speaking
Education
Thomas M. Cooley Law School 2008 — 2010
Master of Laws (LL.M.), Taxation
Thomas M. Cooley Law School 2005 — 2008
Doctor of Law (J.D.)
University of Illinois Springfield 2001 — 2002
Master of Arts (MA), Public Affairs Reporting
University of Kentucky 1998 — 2001
Bachelor of Arts (B.A.), Journalism
Megan Lambert Megan Lambert's Jackson National Life Experience April 2012 - November 2013
Job Certified Nurse Aide
Industry Hospital & Health Care
Experience
Craig Hospital January 2015 - Present
Erickson Living; Windcrest July 2014 - Present
Home Instead Senior Care, Denver August 2013 - August 2014
Jackson National Life April 2012 - November 2013
TCBY August 2011 - August 2012
Jamba Juice September 2009 - September 2011
Skills
Customer Service, Food Service, Food Service Operations, Food & Beverage, Cpr Certified, First Aid, Nurse Aide, Cold Calling, Call Centers, Human Resources
Education
University of Colorado Denver 2011 — 2015
Pre-Nursing Studies
South Denver School of Nursing Arts 2013 — 2013
CNA certification, Nurse Aide
Craig Hospital January 2015 - Present
Erickson Living; Windcrest July 2014 - Present
Home Instead Senior Care, Denver August 2013 - August 2014
Jackson National Life April 2012 - November 2013
TCBY August 2011 - August 2012
Jamba Juice September 2009 - September 2011
Skills
Customer Service, Food Service, Food Service Operations, Food & Beverage, Cpr Certified, First Aid, Nurse Aide, Cold Calling, Call Centers, Human Resources
Education
University of Colorado Denver 2011 — 2015
Pre-Nursing Studies
South Denver School of Nursing Arts 2013 — 2013
CNA certification, Nurse Aide
Angela Puleo Angela Puleo's Jackson National Life Experience August 2012 - August 2014
Job Regional Vice President at Jackson
Industry Financial Services
Experience
Jackson National Life Distributors LLC February 2015 - Present
Jackson August 2014 - February 2015
Jackson National Life August 2012 - August 2014
St. Jude Children's Research Hospital August 2011 - December 2011
Vanderbilt University July 2009 - December 2011
WSMV May 2011 - August 2011
Education
Vanderbilt University 2009 — 2011
Bachelor of Arts, Communication Studies
The University of Georgia 2007 — 2009
Speech Communications
Jackson National Life Distributors LLC February 2015 - Present
Jackson August 2014 - February 2015
Jackson National Life August 2012 - August 2014
St. Jude Children's Research Hospital August 2011 - December 2011
Vanderbilt University July 2009 - December 2011
WSMV May 2011 - August 2011
Education
Vanderbilt University 2009 — 2011
Bachelor of Arts, Communication Studies
The University of Georgia 2007 — 2009
Speech Communications
Tom Akin, CIMA® Tom Akin, CIMA®'s Jackson National Life Experience 2002 - 2003
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock January 2003 - Present
Jackson National Life 2002 - 2003
Skills
Marketing Strategy
Education
University of Colorado Boulder 1997 — 2000
St. Thomas Aquinas High School 1992 — 1995
BlackRock January 2003 - Present
Jackson National Life 2002 - 2003
Skills
Marketing Strategy
Education
University of Colorado Boulder 1997 — 2000
St. Thomas Aquinas High School 1992 — 1995
Nick Polidoroff Nick Polidoroff's Jackson National Life Experience May 2013 - Present
Job Business Development Consultant at Jackson National Life
Industry Financial Services
Experience
Jackson National Life May 2013 - Present
Jackson National Life July 2011 - Present
SGC Financial June 2009 - January 2011
Triple Threat Academy 2005 - 2008
Skills
Insurance, Series 7, Uniform Combined State..., Retirement Planning, Strategic Financial..., Series 63
Education
Trinity University 2005 — 2009
Business Administration, Finance, Accounting
Jackson National Life May 2013 - Present
Jackson National Life July 2011 - Present
SGC Financial June 2009 - January 2011
Triple Threat Academy 2005 - 2008
Skills
Insurance, Series 7, Uniform Combined State..., Retirement Planning, Strategic Financial..., Series 63
Education
Trinity University 2005 — 2009
Business Administration, Finance, Accounting
Daniel Martin, MBA's Jackson National Life Experience December 2012 - Present
Job Content Marketing, Communications and Thought Leadership
Industry Marketing and Advertising
Experience
Jackson National Life December 2012 - Present
National Planning Corporation (NPC) March 2008 - December 2012
National Planning Corporation (NPC) January 2011 - December 2011
National Planning Corporation (NPC) April 2009 - January 2011
National Planning Corporation (NPC) March 2008 - April 2009
Jackson National Life February 2007 - March 2008
University of Denver September 2005 - March 2006
University of Denver 2004 - 2006
Skills
Marketing Copywriting, Copyediting, Marketing Campaign..., Press Release Creation, Feature Articles, Marketing Strategy, Marketing Communications, Direct Marketing, Email Marketing, Writing, Newsletters, Social Media, Social Media Marketing, Event Management, Editing, Promotions, Online Marketing, Internal Communications, Adobe Acrobat, Digital Marketing, Website Management, Social Media Strategist, Content Marketing, Corporate Blogging, Copywriting, Copy Editing, Marketing Management, Press Releases, Marketing, Webmaster Services, Corporate Communications, Advertising, Integrated Marketing, Brand Development, Media Relations, Blogging, Google Analytics, Strategic Communications, Corporate Branding, Web Content, Digital Strategy, SEO, Content Management, Social Media Measurement, Editorial, Leadership, Heavy Lifting, Strategy, Content Strategy
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Marketing
University of Denver 2002 — 2006
Bachelor's Degree, Journalism Studies
Bishop Lynch High School 1998 — 2002
Jackson National Life December 2012 - Present
National Planning Corporation (NPC) March 2008 - December 2012
National Planning Corporation (NPC) January 2011 - December 2011
National Planning Corporation (NPC) April 2009 - January 2011
National Planning Corporation (NPC) March 2008 - April 2009
Jackson National Life February 2007 - March 2008
University of Denver September 2005 - March 2006
University of Denver 2004 - 2006
Skills
Marketing Copywriting, Copyediting, Marketing Campaign..., Press Release Creation, Feature Articles, Marketing Strategy, Marketing Communications, Direct Marketing, Email Marketing, Writing, Newsletters, Social Media, Social Media Marketing, Event Management, Editing, Promotions, Online Marketing, Internal Communications, Adobe Acrobat, Digital Marketing, Website Management, Social Media Strategist, Content Marketing, Corporate Blogging, Copywriting, Copy Editing, Marketing Management, Press Releases, Marketing, Webmaster Services, Corporate Communications, Advertising, Integrated Marketing, Brand Development, Media Relations, Blogging, Google Analytics, Strategic Communications, Corporate Branding, Web Content, Digital Strategy, SEO, Content Management, Social Media Measurement, Editorial, Leadership, Heavy Lifting, Strategy, Content Strategy
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Marketing
University of Denver 2002 — 2006
Bachelor's Degree, Journalism Studies
Bishop Lynch High School 1998 — 2002
Otto Jelinek Otto Jelinek's Jackson National Life Experience September 2009 - Present
Job Regional Vice President at Jackson National Life
Industry Investment Management
Experience
Jackson National Life September 2009 - Present
Advisors Asset Management February 2009 - November 2009
AXA March 2008 - December 2008
JANUS 2005 - 2008
Genworth Financial 2000 - 2005
GE 1996 - 2005
LIFE OF VIRGINIA 1996 - 2005
GENWORTH 1996 - 2005
FIRST CHICAGO 1994 - 1997
SHEARSON LEHMAN HUTTON 1990 - 1994
Skills
Series 3, Mutual Funds, Investments, Insurance, Series 7, CFS, 401k, FINRA, Finance, Fixed Annuities, Retirement Planning, Series 63
Education
The University of Georgia 1981 — 1984
POLITICAL SCIENCE
SAVANNAH COUNTRY DAY 1977 — 1980
Yes Barely, General Nonsense
Jackson National Life September 2009 - Present
Advisors Asset Management February 2009 - November 2009
AXA March 2008 - December 2008
JANUS 2005 - 2008
Genworth Financial 2000 - 2005
GE 1996 - 2005
LIFE OF VIRGINIA 1996 - 2005
GENWORTH 1996 - 2005
FIRST CHICAGO 1994 - 1997
SHEARSON LEHMAN HUTTON 1990 - 1994
Skills
Series 3, Mutual Funds, Investments, Insurance, Series 7, CFS, 401k, FINRA, Finance, Fixed Annuities, Retirement Planning, Series 63
Education
The University of Georgia 1981 — 1984
POLITICAL SCIENCE
SAVANNAH COUNTRY DAY 1977 — 1980
Yes Barely, General Nonsense
Ted Hall, Jr ChFC,CLU,CFS Ted Hall, Jr ChFC,CLU,CFS's Jackson National Life Experience January 2001 - Present
Job RVP National Accounts at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life January 2001 - Present
Jackson 1999 - Present
Jackson National June 1999 - January 2001
John Hancock Financial Services August 1993 - September 1995
Skills
Fixed Annuities, Sales, Management, Wholesale, Financial Services, Program Management, Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, Investments, National Accounts, Wealth Management, Insurance, Variable Annuities, Securities, Alternative Investments, Series 24, Separately Managed..., 401k
Education
University of Alabama 1981 — 1985
BA In Communications, communications, political science
Jackson National Life January 2001 - Present
Jackson 1999 - Present
Jackson National June 1999 - January 2001
John Hancock Financial Services August 1993 - September 1995
Skills
Fixed Annuities, Sales, Management, Wholesale, Financial Services, Program Management, Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, Investments, National Accounts, Wealth Management, Insurance, Variable Annuities, Securities, Alternative Investments, Series 24, Separately Managed..., 401k
Education
University of Alabama 1981 — 1985
BA In Communications, communications, political science
Cort Woodruff's Jackson National Life Experience August 2013 - September 2013
Job Internal Wholesaler at Jackson
Industry Financial Services
Experience
Jackson September 2013 - Present
Jackson National Life August 2013 - September 2013
Jackson National Life June 2013 - August 2013
Campus Special May 2012 - August 2012
Tulane University Men's Basketball Team September 2009 - May 2012
Time Bomb Deals, Inc May 2011 - August 2011
TeneoTalent May 2010 - August 2010
Children's Hospital Colorado May 2010 - August 2010
Skills
Sales, Financial Services, Relationship Marketing, Account Management, Marketing, Cold Calling, Salesforce.com, Lead Generation, Advertising, Microsoft Excel, SEO, Time Management, Selling
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Marketing, 3.94
Colorado Academy 2005 — 2009
Jackson September 2013 - Present
Jackson National Life August 2013 - September 2013
Jackson National Life June 2013 - August 2013
Campus Special May 2012 - August 2012
Tulane University Men's Basketball Team September 2009 - May 2012
Time Bomb Deals, Inc May 2011 - August 2011
TeneoTalent May 2010 - August 2010
Children's Hospital Colorado May 2010 - August 2010
Skills
Sales, Financial Services, Relationship Marketing, Account Management, Marketing, Cold Calling, Salesforce.com, Lead Generation, Advertising, Microsoft Excel, SEO, Time Management, Selling
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Marketing, 3.94
Colorado Academy 2005 — 2009
Veronica Gheller's Jackson National Life Experience February 2005 - June 2008
Job Stage Manager
Industry Performing Arts
Experience
Playhouse Creatures Theatre Company September 2015 - Present
The New York International Fringe Festival (FringeNYC) July 2015 - August 2015
New York Life Insurance Company August 2008 - March 2015
Independent Contractor June 2013 - July 2013
Retro Productions April 2013 - May 2013
The Bleecker Company September 2012 - September 2012
Retro Productions May 2012 - May 2012
Jackson National Life February 2005 - June 2008
Dish Network July 2003 - February 2005
Curious Theatre Company February 2003 - May 2003
Skills
Theatre, Stage, Entertainment, Stage Management, Microsoft Word, PowerPoint, Event Planning, Social Media, Performing Arts, Leadership, Insurance, Microsoft Excel, Research, Social Networking, Light Board Operator, QLab, Stage Lighting, Lotus Notes, Outlook, Innovation, Analysis, Newsletters, Show Calling, queue calling, Electronic Business, Acting, Dialects, Event Management, Annuities, Festivals, Data Entry, Customer Service, Financial Services
Education
University of Colorado Denver 2000 — 2003
BA, Theatre
Playhouse Creatures Theatre Company September 2015 - Present
The New York International Fringe Festival (FringeNYC) July 2015 - August 2015
New York Life Insurance Company August 2008 - March 2015
Independent Contractor June 2013 - July 2013
Retro Productions April 2013 - May 2013
The Bleecker Company September 2012 - September 2012
Retro Productions May 2012 - May 2012
Jackson National Life February 2005 - June 2008
Dish Network July 2003 - February 2005
Curious Theatre Company February 2003 - May 2003
Skills
Theatre, Stage, Entertainment, Stage Management, Microsoft Word, PowerPoint, Event Planning, Social Media, Performing Arts, Leadership, Insurance, Microsoft Excel, Research, Social Networking, Light Board Operator, QLab, Stage Lighting, Lotus Notes, Outlook, Innovation, Analysis, Newsletters, Show Calling, queue calling, Electronic Business, Acting, Dialects, Event Management, Annuities, Festivals, Data Entry, Customer Service, Financial Services
Education
University of Colorado Denver 2000 — 2003
BA, Theatre
Jeremy Dziedzina Jeremy Dziedzina's Jackson National Life Experience November 2010 - February 2012
Job Consulting Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc January 2015 - Present
Curian Capital February 2012 - May 2014
Jackson National Life November 2010 - February 2012
RDA Financial Network February 2009 - June 2010
RDA Financial Network February 2009 - May 2009
Skills
Portfolio Management, Investments, Asset Management, Securities, Investment Strategies, Trading, Entrepreneurship, Finance, Corporate Finance, Business Planning, Sales, Options, Financial Accounting, Series 7, Mutual Funds, Marketing Strategy, Equities
Education
University of Colorado Denver 2015 — 2018
Master of Business Administration (M.B.A.)
University of Iowa 2005 — 2010
B.B.A, Finance
University of New South Wales 2008 — 2008
Envestnet, Inc January 2015 - Present
Curian Capital February 2012 - May 2014
Jackson National Life November 2010 - February 2012
RDA Financial Network February 2009 - June 2010
RDA Financial Network February 2009 - May 2009
Skills
Portfolio Management, Investments, Asset Management, Securities, Investment Strategies, Trading, Entrepreneurship, Finance, Corporate Finance, Business Planning, Sales, Options, Financial Accounting, Series 7, Mutual Funds, Marketing Strategy, Equities
Education
University of Colorado Denver 2015 — 2018
Master of Business Administration (M.B.A.)
University of Iowa 2005 — 2010
B.B.A, Finance
University of New South Wales 2008 — 2008
Thomas Rassas Thomas Rassas's Jackson National Life Experience November 2010 - February 2013
Job Looking to buy or sell your home? Contact me!
Industry Real Estate
Experience
Pilkerton Realtors October 2013 - Present
Auto Owners Insurance February 2013 - February 2015
Jackson National Life November 2010 - February 2013
Regions Mortgage September 2010 - November 2010
DSM April 2010 - September 2010
Wells Fargo Financial August 2009 - April 2010
Edward Jones February 2009 - May 2009
C.H. Robinson Worldwide, Inc. October 2008 - February 2009
Skills
Human Resources, Fixed Annuities, Customer Service, Sales, Financial Analysis, Microsoft Office, Credit, Microsoft Excel, Account Management, PowerPoint, Marketing, Finance, Microsoft Word, Sales Management, Process Improvement, Leadership, Strategic Financial..., Outlook, Team Building, Real Estate, Retail, Insurance, Market Research, Mortgage Lending, Loans, Management, Time Management
Education
The University of Memphis 2005 — 2009
BS, Business Management
Pilkerton Realtors October 2013 - Present
Auto Owners Insurance February 2013 - February 2015
Jackson National Life November 2010 - February 2013
Regions Mortgage September 2010 - November 2010
DSM April 2010 - September 2010
Wells Fargo Financial August 2009 - April 2010
Edward Jones February 2009 - May 2009
C.H. Robinson Worldwide, Inc. October 2008 - February 2009
Skills
Human Resources, Fixed Annuities, Customer Service, Sales, Financial Analysis, Microsoft Office, Credit, Microsoft Excel, Account Management, PowerPoint, Marketing, Finance, Microsoft Word, Sales Management, Process Improvement, Leadership, Strategic Financial..., Outlook, Team Building, Real Estate, Retail, Insurance, Market Research, Mortgage Lending, Loans, Management, Time Management
Education
The University of Memphis 2005 — 2009
BS, Business Management
Eric Savacool Eric Savacool's Jackson National Life Experience October 2003 - August 2012
Job Regional Sales Director Brokerage at Transamerica
Industry Financial Services
Experience
Transamerica November 2014 - Present
The ASA Group - BRAMCO November 2012 - October 2014
Jackson National Life October 2003 - August 2012
ING Life October 2000 - October 2003
ING Life January 1999 - October 2000
Skills
Insurance, Mutual Funds, Retirement, Marketing, Series 6, 401k, Securities, Finance, Fixed Annuities, Term Life Insurance, Investments, Asset Allocation, Wealth Management, Series 7, Financial Planning
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Political Science & English
University of Denver
The Publishing Institute
Transamerica November 2014 - Present
The ASA Group - BRAMCO November 2012 - October 2014
Jackson National Life October 2003 - August 2012
ING Life October 2000 - October 2003
ING Life January 1999 - October 2000
Skills
Insurance, Mutual Funds, Retirement, Marketing, Series 6, 401k, Securities, Finance, Fixed Annuities, Term Life Insurance, Investments, Asset Allocation, Wealth Management, Series 7, Financial Planning
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Political Science & English
University of Denver
The Publishing Institute
Dillon Hansen Dillon Hansen's Jackson National Life Experience October 2008 - January 2009
Job Co Founder at Native Campervans, LLC
Industry Consumer Services
Experience
Native Campervans, LLC June 2015 - Present
Brooksource March 2010 - August 2014
Brooksource January 2009 - April 2010
Jackson National Life October 2008 - January 2009
Skills
New Business Development, B2B services, Direct Sales, Client Relationship..., Staffing Services, Sales Operations, Contract Negotiation, Operations Management, Recruiting, Business Development, Cold Calling, B2B, CRM, Interviews, Networking, Business Intelligence, Project Management, Sourcing, Sales, Consulting, Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2008
Bachelors, Operations Management
University of Cape Town 2006 — 2007
N/A, South African Studies
Native Campervans, LLC June 2015 - Present
Brooksource March 2010 - August 2014
Brooksource January 2009 - April 2010
Jackson National Life October 2008 - January 2009
Skills
New Business Development, B2B services, Direct Sales, Client Relationship..., Staffing Services, Sales Operations, Contract Negotiation, Operations Management, Recruiting, Business Development, Cold Calling, B2B, CRM, Interviews, Networking, Business Intelligence, Project Management, Sourcing, Sales, Consulting, Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2008
Bachelors, Operations Management
University of Cape Town 2006 — 2007
N/A, South African Studies
Dan VonLehmden, CRC Dan VonLehmden, CRC's Jackson National Life Experience January 2003 - December 2007
Job External Wholesaler at Allianz Group
Industry Financial Services
Experience
Allianz Group November 2014 - Present
CUSO Financial Services, LP June 2014 - November 2014
AIG Retirement Services March 2010 - June 2014
Multi-Funds, Inc February 2009 - April 2010
Pacific Life Insurance January 2008 - January 2009
Jackson National Life January 2003 - December 2007
Jackson National Life January 2001 - January 2003
Jackson National Life January 1998 - December 2000
Jackson National Life April 1995 - December 1997
Star Bank January 1994 - April 1995
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Investments, Series 7, Alternative Investments, Financial Advisory, Asset Allocation, Sales, Retirement Planning, Retirement, Public Speaking, Insurance, Series 63, Annuities, Series 6, Finance, Wealth Management, Wholesale, Channel Banks, independent channel
Education
The Ohio State University Fisher College of Business 1986 — 1991
BSBA, Accounting
Allianz Group November 2014 - Present
CUSO Financial Services, LP June 2014 - November 2014
AIG Retirement Services March 2010 - June 2014
Multi-Funds, Inc February 2009 - April 2010
Pacific Life Insurance January 2008 - January 2009
Jackson National Life January 2003 - December 2007
Jackson National Life January 2001 - January 2003
Jackson National Life January 1998 - December 2000
Jackson National Life April 1995 - December 1997
Star Bank January 1994 - April 1995
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Investments, Series 7, Alternative Investments, Financial Advisory, Asset Allocation, Sales, Retirement Planning, Retirement, Public Speaking, Insurance, Series 63, Annuities, Series 6, Finance, Wealth Management, Wholesale, Channel Banks, independent channel
Education
The Ohio State University Fisher College of Business 1986 — 1991
BSBA, Accounting
C.C. Andrews's Jackson National Life Experience October 2010 - August 2012
Job Business Owner at Vintage Charm Decor
Industry Furniture
Experience
Vintage Charm Decor August 2013 - Present
Bullet Towing & Auto Repair April 2011 - Present
Jackson National Life October 2010 - August 2012
Heritage Reatly Group December 2005 - October 2010
Skills
Human Resources, Customer Service, Microsoft Word, Social Media, Outlook, Data Entry, Business Continuity..., Project Management, Notary Public, American Sign Language, QuickBooks, Accounting, Microsoft Excel, Microsoft Publisher, Interviews, Management, Office Management, Administrative..., Calendar Planning, Procedure Manuals, Invoice Processing, Facilities Management, Real Estate Transactions, Thesis, Recruiting, Team Building, Sales, Leadership, Training, Marketing, Microsoft Office, Strategic Planning
Education
Trevecca Nazarene University 2009 — 2011
Bachelor, Business Management and Human Relations
Motlow State Community College 1999 — 2001
Associates, Business Management
Vintage Charm Decor August 2013 - Present
Bullet Towing & Auto Repair April 2011 - Present
Jackson National Life October 2010 - August 2012
Heritage Reatly Group December 2005 - October 2010
Skills
Human Resources, Customer Service, Microsoft Word, Social Media, Outlook, Data Entry, Business Continuity..., Project Management, Notary Public, American Sign Language, QuickBooks, Accounting, Microsoft Excel, Microsoft Publisher, Interviews, Management, Office Management, Administrative..., Calendar Planning, Procedure Manuals, Invoice Processing, Facilities Management, Real Estate Transactions, Thesis, Recruiting, Team Building, Sales, Leadership, Training, Marketing, Microsoft Office, Strategic Planning
Education
Trevecca Nazarene University 2009 — 2011
Bachelor, Business Management and Human Relations
Motlow State Community College 1999 — 2001
Associates, Business Management
Mark Carrozza Mark Carrozza's Jackson National Life Experience September 2004 - August 2007
Job Regional Vice President
Industry Financial Services
Experience
Transamerica March 2010 - Present
MassMutual August 2007 - September 2009
Jackson National Life September 2004 - August 2007
Jackson National Life July 2003 - August 2004
Jackson National Life August 2002 - July 2003
Grand Prix Funds May 2000 - June 2002
TD Waterhouse May 1999 - May 2000
Holt Investment Advisors September 1998 - May 1999
Dunavant Enterprises, Inc. September 1990 - August 1998
BDP International Inc. August 1989 - August 1990
Skills
Series 7, Series 63, FINRA, Variable Annuities, Mutual Funds, Retirement, Investment Advisory, Strategic Financial..., Financial Services, Leadership, Sales, Management, Salesforce.com
Education
The George Washington University - School of Business 1985 — 1989
Bachelor of Business Administration (BBA), International Business
Transamerica March 2010 - Present
MassMutual August 2007 - September 2009
Jackson National Life September 2004 - August 2007
Jackson National Life July 2003 - August 2004
Jackson National Life August 2002 - July 2003
Grand Prix Funds May 2000 - June 2002
TD Waterhouse May 1999 - May 2000
Holt Investment Advisors September 1998 - May 1999
Dunavant Enterprises, Inc. September 1990 - August 1998
BDP International Inc. August 1989 - August 1990
Skills
Series 7, Series 63, FINRA, Variable Annuities, Mutual Funds, Retirement, Investment Advisory, Strategic Financial..., Financial Services, Leadership, Sales, Management, Salesforce.com
Education
The George Washington University - School of Business 1985 — 1989
Bachelor of Business Administration (BBA), International Business
Sean Bromley Sean Bromley's Jackson National Life Experience April 2008 - October 2012
Job Area Sales Manager (Rocky Mountains) at National Oilwell Varco
Industry Oil & Energy
Experience
National Oilwell Varco February 2015 - Present
Baker Hughes October 2014 - February 2015
Clean Harbors March 2014 - October 2014
Weatherford October 2012 - May 2013
Jackson National Life April 2008 - October 2012
Skills
Investments, Salesforce.com, Analysis, Business Development, Leadership, Sales Management, New Business Development, Energy, Customer Service, Account Management, Oil & Gas, Petroleum, Marketing, Sales, Microsoft Office, Upstream
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Arts, Economics
National Oilwell Varco February 2015 - Present
Baker Hughes October 2014 - February 2015
Clean Harbors March 2014 - October 2014
Weatherford October 2012 - May 2013
Jackson National Life April 2008 - October 2012
Skills
Investments, Salesforce.com, Analysis, Business Development, Leadership, Sales Management, New Business Development, Energy, Customer Service, Account Management, Oil & Gas, Petroleum, Marketing, Sales, Microsoft Office, Upstream
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Arts, Economics
Jan Bannhard Jan Bannhard's Jackson National Life Experience June 2009 - Present
Job Certified Coding Specialist at Health Information Solutions
Industry Hospital & Health Care
Experience
Health Information Solutions August 2000 - Present
Jackson National Life June 2009 - Present
Skills
Data Entry, Microsoft Word, Administration, Research, Photoshop, Public Speaking, Medical Coding, Event Planning, Coaching, Software Documentation, Insurance, HIPAA, PowerPoint, Access
Education
University of California, Riverside
Humanities/Humanistic Studies
University of Nevada-Reno
Health Information Solutions August 2000 - Present
Jackson National Life June 2009 - Present
Skills
Data Entry, Microsoft Word, Administration, Research, Photoshop, Public Speaking, Medical Coding, Event Planning, Coaching, Software Documentation, Insurance, HIPAA, PowerPoint, Access
Education
University of California, Riverside
Humanities/Humanistic Studies
University of Nevada-Reno
Paul Cimino's Jackson National Life Experience May 2000 - September 2001
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2005 - Present
Jackson National Life May 2000 - September 2001
Transamerica June 1999 - May 2000
Education
University of Alabama, Manderson Graduate School of Business 2002 — 2003
Masters, Marketing
University of Alabama 1993 — 1996
BA, Political Science
TIAA-CREF February 2005 - Present
Jackson National Life May 2000 - September 2001
Transamerica June 1999 - May 2000
Education
University of Alabama, Manderson Graduate School of Business 2002 — 2003
Masters, Marketing
University of Alabama 1993 — 1996
BA, Political Science
John Mastrogianakis's Jackson National Life Experience March 2006 - February 2007
Job Annuity Product Manager at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management January 2015 - Present
SunTrust Bank April 2012 - January 2015
FSC Securities March 2011 - April 2012
AIG Advisor Group April 2009 - March 2011
Old Mutual Financial Network December 2007 - February 2009
Prudential Financial February 2007 - September 2007
Jackson National Life March 2006 - February 2007
Living Well Health Clubs, Hilton PLC March 2004 - June 2005
Skills
Building Relationships, Asking Questions, Recruiting, Variable Annuities, Income for Life, Equity Indexed Annuities, Fixed Annuities, Quantitative Investing, Proformas, Collaborative Problem..., Sales, Management of small..., Salesforce.com, Relationship Management, Team-oriented, Parenting, Series 7, Series 24, Series 63, Life & Health Insurance..., FINRA Licensing and..., FINRA Disclosures, Financial Advisory, Retirement Planning, Uniform Combined State..., Training, Securities, Mutual Funds
Education
The Ohio State University Fisher College of Business 2001 — 2003
Bachelors of Administration, Marketing
SunTrust Private Wealth Management January 2015 - Present
SunTrust Bank April 2012 - January 2015
FSC Securities March 2011 - April 2012
AIG Advisor Group April 2009 - March 2011
Old Mutual Financial Network December 2007 - February 2009
Prudential Financial February 2007 - September 2007
Jackson National Life March 2006 - February 2007
Living Well Health Clubs, Hilton PLC March 2004 - June 2005
Skills
Building Relationships, Asking Questions, Recruiting, Variable Annuities, Income for Life, Equity Indexed Annuities, Fixed Annuities, Quantitative Investing, Proformas, Collaborative Problem..., Sales, Management of small..., Salesforce.com, Relationship Management, Team-oriented, Parenting, Series 7, Series 24, Series 63, Life & Health Insurance..., FINRA Licensing and..., FINRA Disclosures, Financial Advisory, Retirement Planning, Uniform Combined State..., Training, Securities, Mutual Funds
Education
The Ohio State University Fisher College of Business 2001 — 2003
Bachelors of Administration, Marketing
Paul Laderer Paul Laderer's Jackson National Life Experience May 2007 - November 2008
Job Manager Private Advisory Services at Curian Capital
Industry Financial Services
Experience
Curian Capital November 2012 - Present
Curian Capital November 2008 - November 2012
Jackson National Life May 2007 - November 2008
Invesco Ltd. December 2004 - May 2007
American Skandia October 2002 - October 2004
Progressive Insurance June 1999 - October 2002
Skills
Series 7, Series 63, Series 6, Life Insurance, Certified Fund, Series 99, 401k, Finance, Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Insurance, Securities, Wholesale, Separately Managed..., Asset Allocation, Wealth Management
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1999
BS/BA, Marketing
Curian Capital November 2012 - Present
Curian Capital November 2008 - November 2012
Jackson National Life May 2007 - November 2008
Invesco Ltd. December 2004 - May 2007
American Skandia October 2002 - October 2004
Progressive Insurance June 1999 - October 2002
Skills
Series 7, Series 63, Series 6, Life Insurance, Certified Fund, Series 99, 401k, Finance, Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Insurance, Securities, Wholesale, Separately Managed..., Asset Allocation, Wealth Management
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1999
BS/BA, Marketing
Lucas Roy's Jackson National Life Experience September 2012 - Present
Job Director at Jackson National Life
Industry Insurance
Experience
Jackson National Life September 2012 - Present
Swiss Re 2007 - September 2012
Trenwick 2004 - 2007
Skills
Reinsurance, Financial Reporting, Insurance, Financial Analysis, Financial Modeling, Accounting, Auditing, US GAAP, Sarbanes-Oxley Act, Strategic Financial..., GAAP, Financial Planning, Mergers, Underwriting, Business Analysis, Finance, Risk Management
Education
The University of Connecticut School of Business
Bachelor of Science (B.S.), Accounting
Western Connecticut State University
MBA
Jackson National Life September 2012 - Present
Swiss Re 2007 - September 2012
Trenwick 2004 - 2007
Skills
Reinsurance, Financial Reporting, Insurance, Financial Analysis, Financial Modeling, Accounting, Auditing, US GAAP, Sarbanes-Oxley Act, Strategic Financial..., GAAP, Financial Planning, Mergers, Underwriting, Business Analysis, Finance, Risk Management
Education
The University of Connecticut School of Business
Bachelor of Science (B.S.), Accounting
Western Connecticut State University
MBA
Blair Gorman Blair Gorman's Jackson National Life Experience January 2002 - 2004
Job Assistant Vice President, Sales Training Manager at Legg Mason
Industry Professional Training & Coaching
Experience
Legg Mason August 2011 - Present
AchieveGlobal April 2009 - August 2011
Morgan Stanley February 2008 - February 2009
Old Mutual Investment Partners 2004 - 2007
Jackson National Life January 2002 - 2004
Transamerica Capital 2000 - 2002
Skills
Series 7, Sales Management, Business Strategy, Sales, Talent Management, Training, Needs Analysis, Customer Service, Leadership Development
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts, Spanish
Legg Mason August 2011 - Present
AchieveGlobal April 2009 - August 2011
Morgan Stanley February 2008 - February 2009
Old Mutual Investment Partners 2004 - 2007
Jackson National Life January 2002 - 2004
Transamerica Capital 2000 - 2002
Skills
Series 7, Sales Management, Business Strategy, Sales, Talent Management, Training, Needs Analysis, Customer Service, Leadership Development
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts, Spanish
Kimberly Bontrager Kimberly Bontrager's Jackson National Life Experience September 2008 - March 2010
Job Account Manager at Land Title
Industry Real Estate
Experience
Land Title Guarantee Company March 2011 - Present
Cherry Creek Properties, LLC August 2010 - March 2011
Jackson National Life September 2008 - March 2010
Jackson National Life January 2006 - September 2008
Skills
Real Estate, Investors, Investments, B2B services, Title Insurance, Direct Sales, Insurance, Inside Sales, Account Management, Customer Service, Innovation, New Business Development, Selling, Real Estate Transactions, Mortgage Lending, Refinance, Marketing, Business Planning, Contract Negotiation, Business Development, Investment Properties, B2B, Sellers, Mortgage Banking, Sales, Loans, Buyers, Foreclosures, First Time Home Buyers
Education
University of Colorado at Boulder 2001 — 2005
BA, Economics
Kent Denver 1995 — 2001
Land Title Guarantee Company March 2011 - Present
Cherry Creek Properties, LLC August 2010 - March 2011
Jackson National Life September 2008 - March 2010
Jackson National Life January 2006 - September 2008
Skills
Real Estate, Investors, Investments, B2B services, Title Insurance, Direct Sales, Insurance, Inside Sales, Account Management, Customer Service, Innovation, New Business Development, Selling, Real Estate Transactions, Mortgage Lending, Refinance, Marketing, Business Planning, Contract Negotiation, Business Development, Investment Properties, B2B, Sellers, Mortgage Banking, Sales, Loans, Buyers, Foreclosures, First Time Home Buyers
Education
University of Colorado at Boulder 2001 — 2005
BA, Economics
Kent Denver 1995 — 2001
Chelsea Kiyabu, PMP Chelsea Kiyabu, PMP's Jackson National Life Experience November 2011 - December 2011
Job Project Manager at Brocade
Industry Program Development
Experience
Brocade January 2012 - Present
Jackson National Life November 2011 - December 2011
University of Colorado at Boulder September 2010 - June 2011
The Wedding Cafe/ Eden in Love May 2009 - January 2011
The Wedding Cafe January 2010 - August 2010
Skills
Project Management, SharePoint, Salesforce.com, Cross-functional Team..., Process Improvement, Microsoft Office, Program Management, Project Planning, PMP, Marketing Strategy, Process Maturity, Events Coordination, Microsoft Word, Virtual Teams, Facebook
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
BS Business Administration, Marketing, Entrepreneurship
ESI International/ The George Washington University 2013 — 2014
Associate's Certificate in IT Project Management
La Pietra: Hawaii School for Girls 2001 — 2007
High School Diploma
Brocade January 2012 - Present
Jackson National Life November 2011 - December 2011
University of Colorado at Boulder September 2010 - June 2011
The Wedding Cafe/ Eden in Love May 2009 - January 2011
The Wedding Cafe January 2010 - August 2010
Skills
Project Management, SharePoint, Salesforce.com, Cross-functional Team..., Process Improvement, Microsoft Office, Program Management, Project Planning, PMP, Marketing Strategy, Process Maturity, Events Coordination, Microsoft Word, Virtual Teams, Facebook
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
BS Business Administration, Marketing, Entrepreneurship
ESI International/ The George Washington University 2013 — 2014
Associate's Certificate in IT Project Management
La Pietra: Hawaii School for Girls 2001 — 2007
High School Diploma
Stephen Lo Stephen Lo's Jackson National Life Experience September 2002 - June 2003
Job Sr. Manager of Marketing Strategy and Analysis at SapientNitro
Industry Information Technology and Services
Experience
SapientNitro March 2012 - Present
Cognizant Technology Solutions April 2011 - March 2012
Adobe - Omniture May 2010 - April 2011
Pacific Life July 2004 - May 2010
SMCI July 2003 - December 2003
Jackson National Life September 2002 - June 2003
Revenue Solutions August 2001 - August 2002
Deloitte August 1999 - June 2001
Skills
Web Analytics, Testing, Requirements Analysis, Omniture, Google Analytics, Online Marketing, A/B testing, Business Analysis, SDLC, Multivariate Testing, User Experience, Digital Strategy, Digital Marketing, Analytics, SEO, WebTrends Analytics, Integrated Marketing, Multi-channel Marketing, E-commerce, Web Marketing, SEM, Project Management, Marketing Strategy, Business Process, Enterprise Software, A/B Testing
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA
University of California, Los Angeles 1995 — 1999
Bachelor of Arts, Economics
SapientNitro March 2012 - Present
Cognizant Technology Solutions April 2011 - March 2012
Adobe - Omniture May 2010 - April 2011
Pacific Life July 2004 - May 2010
SMCI July 2003 - December 2003
Jackson National Life September 2002 - June 2003
Revenue Solutions August 2001 - August 2002
Deloitte August 1999 - June 2001
Skills
Web Analytics, Testing, Requirements Analysis, Omniture, Google Analytics, Online Marketing, A/B testing, Business Analysis, SDLC, Multivariate Testing, User Experience, Digital Strategy, Digital Marketing, Analytics, SEO, WebTrends Analytics, Integrated Marketing, Multi-channel Marketing, E-commerce, Web Marketing, SEM, Project Management, Marketing Strategy, Business Process, Enterprise Software, A/B Testing
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA
University of California, Los Angeles 1995 — 1999
Bachelor of Arts, Economics
Andrew Reed's Jackson National Life Experience May 2007 - August 2007
Job Hospitality Investments & Business Development at Destination Hotels & Resorts
Industry Hospitality
Experience
Destination Hotels & Resorts March 2013 - Present
HVS February 2010 - March 2013
Front Range Economics February 2009 - January 2012
The Stafford Group August 2008 - February 2009
Jackson National Life May 2007 - August 2007
Skills
Valuation, Data Analysis, Feasibility Studies, Marketing Strategy, Business Planning, Economics, Hotel Financing, Hotel Asset Management, Hotels, Real Estate Economics, Real Estate Investor, Real Estate Investment..., Hotel Investment, Underwriting
Education
Appraisal Institute 2010 — 2013
University of Colorado Boulder 2004 — 2008
Bachelor, Economics
Destination Hotels & Resorts March 2013 - Present
HVS February 2010 - March 2013
Front Range Economics February 2009 - January 2012
The Stafford Group August 2008 - February 2009
Jackson National Life May 2007 - August 2007
Skills
Valuation, Data Analysis, Feasibility Studies, Marketing Strategy, Business Planning, Economics, Hotel Financing, Hotel Asset Management, Hotels, Real Estate Economics, Real Estate Investor, Real Estate Investment..., Hotel Investment, Underwriting
Education
Appraisal Institute 2010 — 2013
University of Colorado Boulder 2004 — 2008
Bachelor, Economics
Jennie Lim Jennie Lim's Jackson National Life Experience January 2006 - November 2009
Job Operations Accountant at MarkWest Hydrocarbon
Industry Oil & Energy
Experience
MarkWest Hydrocarbon January 2013 - Present
MarkWest Hydrocarbon June 2012 - August 2012
Jackson National Life January 2006 - November 2009
Education
University of Colorado at Denver 2011 — 2012
B.S. - Business Administration, Accounting
MarkWest Hydrocarbon January 2013 - Present
MarkWest Hydrocarbon June 2012 - August 2012
Jackson National Life January 2006 - November 2009
Education
University of Colorado at Denver 2011 — 2012
B.S. - Business Administration, Accounting
Cheng C Hsu Cheng C Hsu's Jackson National Life Experience September 2008 - June 2011
Job Corporate HRIS Manager at McLaren Health Care
Industry Hospital & Health Care
Experience
McLaren Health Care January 2013 - Present
Meritor June 2011 - December 2012
Jackson National Life September 2008 - June 2011
Allegiance Health October 1998 - September 2008
Skills
Employee Benefits, SPHR, Management, HRIS, Human Resources, Strategic HR, Performance Management, Talent Acquisition, Process Improvement, Benefits Administration
Education
The George Washington University 1996 — 1999
Masters, Health Services Administration
McLaren Health Care January 2013 - Present
Meritor June 2011 - December 2012
Jackson National Life September 2008 - June 2011
Allegiance Health October 1998 - September 2008
Skills
Employee Benefits, SPHR, Management, HRIS, Human Resources, Strategic HR, Performance Management, Talent Acquisition, Process Improvement, Benefits Administration
Education
The George Washington University 1996 — 1999
Masters, Health Services Administration
Brown, Taylor's Jackson National Life Experience February 2004 - Present
Job Wholesaler at Jackson National Life
Industry Financial Services
Experience
Jackson National Life February 2004 - Present
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2003
Jackson National Life February 2004 - Present
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2003
Bryan Sean Byrne's Jackson National Life Experience October 2007 - February 2014
Job Independent Insurance Agent/Broker
Industry Insurance
Experience
All Season Assurance March 2015 - Present
All Season Wealth February 2014 - June 2014
Jackson National Life October 2007 - February 2014
HFC/Beneficial HSBC 2005 - 2007
Ed Bozarth Chevrolet and Lithia Jeep 2002 - 2004
Rhythms NetConnections 1998 - 2001
Skills
Sales, Business Development, Series 6, Life Insurance, Finance, Series 63, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, Mortgage Lending, Financial Services, Uniform Combined State..., Fixed Income, Sales Management, Salesforce.com, Telecommunications, Asset Allocation, Investments, Project Management, Variable Annuities, Pensions, Asset Management, Strategic Financial..., FINRA, Leadership, Equities, Wealth Management, IRAs, Portfolio Management, Series 65, Customer Service, Investment Strategies, Life & Health Insurance..., Microsoft Excel, Relationship Management, ETFs, Securities, Wealth Management..., Alternative Investments, Investment Management, Financial Planning
Education
University of Colorado Boulder 1995 — 1998
Mathematics, Education
UWMC 1992 — 1994
Pre-Engineering
Wausau West 1988 — 1992
High School Diploma
John Muir Middle School 1986 — 1987
General Studies
All Season Assurance March 2015 - Present
All Season Wealth February 2014 - June 2014
Jackson National Life October 2007 - February 2014
HFC/Beneficial HSBC 2005 - 2007
Ed Bozarth Chevrolet and Lithia Jeep 2002 - 2004
Rhythms NetConnections 1998 - 2001
Skills
Sales, Business Development, Series 6, Life Insurance, Finance, Series 63, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, Mortgage Lending, Financial Services, Uniform Combined State..., Fixed Income, Sales Management, Salesforce.com, Telecommunications, Asset Allocation, Investments, Project Management, Variable Annuities, Pensions, Asset Management, Strategic Financial..., FINRA, Leadership, Equities, Wealth Management, IRAs, Portfolio Management, Series 65, Customer Service, Investment Strategies, Life & Health Insurance..., Microsoft Excel, Relationship Management, ETFs, Securities, Wealth Management..., Alternative Investments, Investment Management, Financial Planning
Education
University of Colorado Boulder 1995 — 1998
Mathematics, Education
UWMC 1992 — 1994
Pre-Engineering
Wausau West 1988 — 1992
High School Diploma
John Muir Middle School 1986 — 1987
General Studies
Katherine Paulson's Jackson National Life Experience 2001 - 2003
Job Marketing Communications Director at Altegris
Industry Investment Management
Experience
Altegris June 2014 - Present
MetLife Investors June 2003 - June 2014
Jackson National Life 2001 - 2003
Skills
Marketing, Online Advertising, Digital Marketing, Social Media Marketing, Financial Services, Creative Direction, Marketing Communications, Marketing Strategy, Digital Strategy, Digital Media, Leadership, Analytics, Management, Internal Communications, Project Management, Strategy, Strategic Planning, Investments
Education
University of California, Los Angeles 1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature/Letters
Altegris June 2014 - Present
MetLife Investors June 2003 - June 2014
Jackson National Life 2001 - 2003
Skills
Marketing, Online Advertising, Digital Marketing, Social Media Marketing, Financial Services, Creative Direction, Marketing Communications, Marketing Strategy, Digital Strategy, Digital Media, Leadership, Analytics, Management, Internal Communications, Project Management, Strategy, Strategic Planning, Investments
Education
University of California, Los Angeles 1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature/Letters
Daniel Skibitcky's Jackson National Life Experience September 2012 - August 2013
Job Corporate Vice President Business Analyst at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
Toyota Motor Sales May 2014 - August 2014
Jackson National Life September 2012 - August 2013
Swiss Re June 2003 - September 2012
Skills
Reinsurance, Insurance, Financial Modeling, Financial Analysis, Business Analysis, Financial Reporting, Process Improvement, Project Management, Accounting, Business Strategy, New Business Development, Strategic Planning, Leadership Development, Property & Casualty..., Financial Risk, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), High Distinction
The University of Connecticut 1999 — 2003
BS, Business, Finance
New Canaan High School
New York Life Insurance Company July 2015 - Present
Toyota Motor Sales May 2014 - August 2014
Jackson National Life September 2012 - August 2013
Swiss Re June 2003 - September 2012
Skills
Reinsurance, Insurance, Financial Modeling, Financial Analysis, Business Analysis, Financial Reporting, Process Improvement, Project Management, Accounting, Business Strategy, New Business Development, Strategic Planning, Leadership Development, Property & Casualty..., Financial Risk, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), High Distinction
The University of Connecticut 1999 — 2003
BS, Business, Finance
New Canaan High School
Tony Dabit's Jackson National Life Experience December 2012 - Present
Job Regional Vice President at Jackson National Life
Industry Financial Services
Experience
Jackson National Life December 2012 - Present
Jackson National Life Distributors LLC May 2011 - December 2012
Jackson National Life Distributors LLC November 2009 - May 2011
Transamerica January 2008 - November 2009
Skills
Mutual Funds, Retirement Planning, Variable Annuities, Investments, Series 6, Series 63, Strategic Financial..., Asset Managment, Fixed Annuities, Salesforce.com, Insurance, Financial Analysis, Alternative Investments, Financial Modeling, Life & Health Insurance..., Uniform Combined State..., 401k, Retirement, Cold Calling, Asset Management, Asset Allocation, Financial Planning
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Finance
University of Colorado Boulder
Jackson National Life December 2012 - Present
Jackson National Life Distributors LLC May 2011 - December 2012
Jackson National Life Distributors LLC November 2009 - May 2011
Transamerica January 2008 - November 2009
Skills
Mutual Funds, Retirement Planning, Variable Annuities, Investments, Series 6, Series 63, Strategic Financial..., Asset Managment, Fixed Annuities, Salesforce.com, Insurance, Financial Analysis, Alternative Investments, Financial Modeling, Life & Health Insurance..., Uniform Combined State..., 401k, Retirement, Cold Calling, Asset Management, Asset Allocation, Financial Planning
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Finance
University of Colorado Boulder
Brion Johnson's Jackson National Life Experience March 1998 - March 2001
Job Executive Vice President at PPM America, Inc.
Industry Investment Management
Experience
PPM America, Inc. March 2001 - Present
Jackson National Life March 1998 - March 2001
Education
The University of Chicago Booth School of Business 1983 — 1985
University of Michigan 1979 — 1983
BA, Economics
PPM America, Inc. March 2001 - Present
Jackson National Life March 1998 - March 2001
Education
The University of Chicago Booth School of Business 1983 — 1985
University of Michigan 1979 — 1983
BA, Economics
Jason Heinhorst's Jackson National Life Experience May 2008 - March 2009
Job Partner at Fuse Research Network
Industry Financial Services
Experience
FUSE Research Network March 2009 - Present
Jackson National Life May 2008 - March 2009
Portico Capital Partners January 2006 - May 2008
Lipper January 2003 - December 2005
Lipper 2001 - 2003
Lipper 1998 - 2001
Lipper 1995 - 1998
Lipper 1993 - 1995
Skills
New Business Development, Sales Management, Board Presentations, Product Marketing, Business Relationship..., Strategic Planning, Partnership Development, Product Strategy, Product Launches, Market Research, Marketing Strategy, Product Development, Survey Development, Competitive Analysis, Asset Managment, Product Management, Alternative Investments, Asset Management, Sales, Management, Leadership, Business Strategy, Financial Services, Marketing, Investment Management, Analysis, Asset Allocation, ETFs
Education
University of Colorado Denver 1994 — 1996
M.S., Finance
University of Iowa 1988 — 1991
BBA, Finance
FUSE Research Network March 2009 - Present
Jackson National Life May 2008 - March 2009
Portico Capital Partners January 2006 - May 2008
Lipper January 2003 - December 2005
Lipper 2001 - 2003
Lipper 1998 - 2001
Lipper 1995 - 1998
Lipper 1993 - 1995
Skills
New Business Development, Sales Management, Board Presentations, Product Marketing, Business Relationship..., Strategic Planning, Partnership Development, Product Strategy, Product Launches, Market Research, Marketing Strategy, Product Development, Survey Development, Competitive Analysis, Asset Managment, Product Management, Alternative Investments, Asset Management, Sales, Management, Leadership, Business Strategy, Financial Services, Marketing, Investment Management, Analysis, Asset Allocation, ETFs
Education
University of Colorado Denver 1994 — 1996
M.S., Finance
University of Iowa 1988 — 1991
BBA, Finance
Shelley Yost's Jackson National Life Experience 2004 - 2007
Job Director of Operations at S3 Consulting LLC
Industry Medical Devices
Experience
S3 Consulting LLC October 2012 - Present
Agile 1 June 2007 - October 2011
Jackson National Life 2004 - 2007
Skills
Applicant Tracking..., Internet Recruiting, Contract Recruitment, Temporary Placement, Talent Management, Screening Resumes, Account Management, Training, New Hire Orientations, RPO, Performance Management, Staff Augmentation, CRM, Employee Benefits, HRIS, Human Resources, Recruiting, Staffing Services, Talent Acquisition, Technical Recruiting, Workforce Planning
Education
University of Colorado Boulder
BA, English
S3 Consulting LLC October 2012 - Present
Agile 1 June 2007 - October 2011
Jackson National Life 2004 - 2007
Skills
Applicant Tracking..., Internet Recruiting, Contract Recruitment, Temporary Placement, Talent Management, Screening Resumes, Account Management, Training, New Hire Orientations, RPO, Performance Management, Staff Augmentation, CRM, Employee Benefits, HRIS, Human Resources, Recruiting, Staffing Services, Talent Acquisition, Technical Recruiting, Workforce Planning
Education
University of Colorado Boulder
BA, English
Sam Rosenbrock's Jackson National Life Experience January 2005 - December 2009
Job Regional Vice President, National Accounts at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC August 2014 - Present
Curian Capital 2009 - August 2014
Jackson National Life January 2005 - December 2009
Skills
Mutual Funds, Series 63, Series 6, Wealth Management
Education
United States Air Force Academy
Management
University of Colorado at Denver
Jackson National Life Distributors LLC August 2014 - Present
Curian Capital 2009 - August 2014
Jackson National Life January 2005 - December 2009
Skills
Mutual Funds, Series 63, Series 6, Wealth Management
Education
United States Air Force Academy
Management
University of Colorado at Denver
Rich Hooley PMP's Jackson National Life Experience 2012 - Present
Job Computer Software Professional
Industry Computer Software
Experience
Jackson National Life 2012 - Present
PGDS-US One 2012 - Present
Independent 2002 - Present
Cabela's 2006 - 2008
Education
The University of Akron
Jackson National Life 2012 - Present
PGDS-US One 2012 - Present
Independent 2002 - Present
Cabela's 2006 - 2008
Education
The University of Akron
Bonnie Ladwig's Jackson National Life Experience August 2002 - June 2003
Job Cybrarian at The Integer Group
Industry Marketing and Advertising
Experience
The Integer Group June 2003 - Present
Jackson National Life August 2002 - June 2003
McClain Finlon Advertising September 1998 - July 2002
U S WEST Dex May 1996 - September 1998
Skills
Metadata, Digital Asset Management, Art, Library Science, Information Architecture, Archives, Metadata Management, Taxonomy, Pre-press, Layout, Catalogs, Advertising, Graphics, Direct Mail, Adobe Creative Suite, Mac, Creative Direction, Creative Strategy, Integrated Marketing, Content Management, Branding & Identity
Education
University of Denver 2006 — 2009
MLIS, Library and Information Science
Western Illinois University 1990 — 1994
Bachelor of Fine Arts (BFA), Advertising
The Integer Group June 2003 - Present
Jackson National Life August 2002 - June 2003
McClain Finlon Advertising September 1998 - July 2002
U S WEST Dex May 1996 - September 1998
Skills
Metadata, Digital Asset Management, Art, Library Science, Information Architecture, Archives, Metadata Management, Taxonomy, Pre-press, Layout, Catalogs, Advertising, Graphics, Direct Mail, Adobe Creative Suite, Mac, Creative Direction, Creative Strategy, Integrated Marketing, Content Management, Branding & Identity
Education
University of Denver 2006 — 2009
MLIS, Library and Information Science
Western Illinois University 1990 — 1994
Bachelor of Fine Arts (BFA), Advertising
Amanda Moorhead's Jackson National Life Experience July 2008 - Present
Job Detailoriented editor and writer
Industry Writing and Editing
Experience
Jackson National Life July 2008 - Present
Wiesner Publishing October 2005 - November 2006
Education
University of Colorado Boulder 2002 — 2004
bachelor, journalism
Jackson National Life July 2008 - Present
Wiesner Publishing October 2005 - November 2006
Education
University of Colorado Boulder 2002 — 2004
bachelor, journalism
Spencer J May's Jackson National Life Experience May 2007 - Present
Job Marketing & Communications Consultant
Industry Marketing and Advertising
Experience
Freelance Marketing Professional August 2011 - Present
Jackson National Life May 2007 - Present
Jackson National Life Insurance Company 2007 - August 2011
Western Area Power Administration March 2004 - May 2007
MGA Communications 2007 - 2007
Skills
Marketing Materials, Print Collateral, Insurance, Marketing Strategy, Promotions, Writing, Technical Writing, Advertising, Web Development, Web Design, Public Speaking, Public Relations, Market Research, Social Media, Editing, Marketing Communications, Social Media Marketing, Copywriting, Newsletters, Direct Mail, Direct Marketing, Press Releases, Online Marketing, Creative Development, Digital Marketing, Corporate Communications, SEO, Media Relations, PowerPoint, Facebook, Social Networking, Customer Relations, Word, Blogging, Google Analytics, Internal Communications, Microsoft Office, Email Marketing, Account Management, Integrated Marketing, Brand Development, Corporate Branding, Strategic Communications, Adobe Creative Suite
Education
University of Colorado Denver 2003 — 2007
BA, Communication, Marketing and PR
Freelance Marketing Professional August 2011 - Present
Jackson National Life May 2007 - Present
Jackson National Life Insurance Company 2007 - August 2011
Western Area Power Administration March 2004 - May 2007
MGA Communications 2007 - 2007
Skills
Marketing Materials, Print Collateral, Insurance, Marketing Strategy, Promotions, Writing, Technical Writing, Advertising, Web Development, Web Design, Public Speaking, Public Relations, Market Research, Social Media, Editing, Marketing Communications, Social Media Marketing, Copywriting, Newsletters, Direct Mail, Direct Marketing, Press Releases, Online Marketing, Creative Development, Digital Marketing, Corporate Communications, SEO, Media Relations, PowerPoint, Facebook, Social Networking, Customer Relations, Word, Blogging, Google Analytics, Internal Communications, Microsoft Office, Email Marketing, Account Management, Integrated Marketing, Brand Development, Corporate Branding, Strategic Communications, Adobe Creative Suite
Education
University of Colorado Denver 2003 — 2007
BA, Communication, Marketing and PR
Justin Noack's Jackson National Life Experience May 2007 - August 2007
Job Technical Recruiter at Gunther Douglas
Industry Staffing and Recruiting
Experience
Gunther Douglas October 2014 - Present
VincentBenjamin February 2014 - September 2014
Modis October 2012 - February 2014
ALPS, A DST Company February 2012 - October 2012
ALPS, A DST Company July 2010 - February 2012
ALPS Fund Services, Inc. June 2009 - July 2010
Royal Bank of Scotland August 2007 - August 2008
Jackson National Life May 2007 - August 2007
Skills
Economics, Investments, Series 7, Customer Service, Banking, Closing Candidates, Financial Services, Marketing, Portfolio Management, Bloomberg, Data Analysis, Management, Equities, Technical Recruiting, Recruiting, Asset Management, Risk Management, Business Development, Microsoft Excel, Financial Modeling, Analysis, Finance, Business Strategy, Negotiation, Sourcing, Strategic Sourcing, Business Analysis, Screening Resumes, Mutual Funds, Interview Preparation, Resume Writing, IT Sourcing, IT Recruitment
Education
University of Colorado Boulder 2003 — 2007
BA, Economics, International Affairs
Universidad de Belgrano 2006 — 2006
Study Abroad in Argentina
Gunther Douglas October 2014 - Present
VincentBenjamin February 2014 - September 2014
Modis October 2012 - February 2014
ALPS, A DST Company February 2012 - October 2012
ALPS, A DST Company July 2010 - February 2012
ALPS Fund Services, Inc. June 2009 - July 2010
Royal Bank of Scotland August 2007 - August 2008
Jackson National Life May 2007 - August 2007
Skills
Economics, Investments, Series 7, Customer Service, Banking, Closing Candidates, Financial Services, Marketing, Portfolio Management, Bloomberg, Data Analysis, Management, Equities, Technical Recruiting, Recruiting, Asset Management, Risk Management, Business Development, Microsoft Excel, Financial Modeling, Analysis, Finance, Business Strategy, Negotiation, Sourcing, Strategic Sourcing, Business Analysis, Screening Resumes, Mutual Funds, Interview Preparation, Resume Writing, IT Sourcing, IT Recruitment
Education
University of Colorado Boulder 2003 — 2007
BA, Economics, International Affairs
Universidad de Belgrano 2006 — 2006
Study Abroad in Argentina
Matthew Gardner, CFS's Jackson National Life Experience January 2005 - December 2006
Job Regional Vice President at Jackson National Life Distributors, LLC
Industry Financial Services
Experience
Jackson National Life Distributors, LLC January 2008 - Present
Jackson November 2006 - December 2007
Jackson National Life January 2005 - December 2006
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
B.S., Marketing
Jackson National Life Distributors, LLC January 2008 - Present
Jackson November 2006 - December 2007
Jackson National Life January 2005 - December 2006
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
B.S., Marketing
Derek Tuz, CFP®'s Jackson National Life Experience September 2005 - May 2006
Job Vice President Sr. Financial Consultant
Industry Financial Services
Experience
Charles Schwab May 2006 - Present
Jackson National Life September 2005 - May 2006
Jackson National Life October 2001 - September 2005
Education
University of Colorado at Boulder 1995 — 1998
Finance
Charles Schwab May 2006 - Present
Jackson National Life September 2005 - May 2006
Jackson National Life October 2001 - September 2005
Education
University of Colorado at Boulder 1995 — 1998
Finance
Heather Szyperski's Jackson National Life Experience 2006 - 2008
Job Generational Financial Consultant
Industry Financial Services
Experience
Heinz & Associates, Inc. April 2008 - Present
Heinz-Daniel Associates, Inc. April 2008 - Present
Jackson National Life 2006 - 2008
Education
The University of Georgia 2002 — 2006
BS, Mathematics
Heinz & Associates, Inc. April 2008 - Present
Heinz-Daniel Associates, Inc. April 2008 - Present
Jackson National Life 2006 - 2008
Education
The University of Georgia 2002 — 2006
BS, Mathematics
Brett Bengtson's Jackson National Life Experience September 2005 - September 2010
Job SVP and Sales Professional Serving Financial Advisors and Institutions at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America November 2012 - Present
Investment Centers of America August 2010 - November 2012
Jackson National Life September 2005 - September 2010
Stifel Financial Corp. 2002 - 2005
The Oxford Hotel 1999 - 2002
Skills
Certified Fund..., Practice Management, Investment Advisory
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2004
Bachelor of Science Business Administration, Finance, General
Uppsala universitet 2001 — 2002
Economics
Investment Centers of America November 2012 - Present
Investment Centers of America August 2010 - November 2012
Jackson National Life September 2005 - September 2010
Stifel Financial Corp. 2002 - 2005
The Oxford Hotel 1999 - 2002
Skills
Certified Fund..., Practice Management, Investment Advisory
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2004
Bachelor of Science Business Administration, Finance, General
Uppsala universitet 2001 — 2002
Economics
Kavita Brandau's Jackson National Life Experience June 2002 - January 2011
Job Associate Account Director at Merkle
Industry Financial Services
Experience
Merkle May 2011 - Present
Jackson National Life June 2002 - January 2011
Experian Exactis October 2000 - February 2002
MakeTheMove.com October 1999 - October 2000
Bionet Esthetics, Inc. January 1999 - October 1999
Skills
Project Management, Marketing, Management, CRM, Digital Marketing, Training, Business Planning, Sales, Marketing Strategy, Project Planning, Sales Operations, Strategic Planning
Education
University of Arkansas at Little Rock 1997 — 1999
MBA, Marketing
University of Arkansas at Little Rock 1994 — 1997
BBA, Marketing
Merkle May 2011 - Present
Jackson National Life June 2002 - January 2011
Experian Exactis October 2000 - February 2002
MakeTheMove.com October 1999 - October 2000
Bionet Esthetics, Inc. January 1999 - October 1999
Skills
Project Management, Marketing, Management, CRM, Digital Marketing, Training, Business Planning, Sales, Marketing Strategy, Project Planning, Sales Operations, Strategic Planning
Education
University of Arkansas at Little Rock 1997 — 1999
MBA, Marketing
University of Arkansas at Little Rock 1994 — 1997
BBA, Marketing
Lami Harmon's Jackson National Life Experience September 2010 - Present
Job Associate Brand Manager at Jackson National Life
Industry Financial Services
Experience
Jackson National Life September 2010 - Present
Jackson National Life November 2006 - September 2010
Skills
Series 6, Series 63, Wholesaling, Annuities, Fixed Annuities, Financial Services, Wholesale
Education
University of Denver 2002 — 2006
BSBA, Marketing
Jackson National Life September 2010 - Present
Jackson National Life November 2006 - September 2010
Skills
Series 6, Series 63, Wholesaling, Annuities, Fixed Annuities, Financial Services, Wholesale
Education
University of Denver 2002 — 2006
BSBA, Marketing
Bob Doolittle's Jackson National Life Experience January 2002 - December 2003
Job Management Consultant
Industry Management Consulting
Experience
LPL Financial March 2013 - Present
Bank of America January 2010 - December 2012
LPL Financial January 2008 - December 2009
Banks.com 2004 - 2007
Jackson National Life January 2002 - December 2003
Bank of America January 2001 - December 2001
LPL Financial June 1999 - December 2001
Skills
Vendor Management, Strategic Planning, Business Development, Business Strategy, Strategy, Mergers & Acquisitions, Online Marketing, SEO
Education
University of California, Los Angeles
LPL Financial March 2013 - Present
Bank of America January 2010 - December 2012
LPL Financial January 2008 - December 2009
Banks.com 2004 - 2007
Jackson National Life January 2002 - December 2003
Bank of America January 2001 - December 2001
LPL Financial June 1999 - December 2001
Skills
Vendor Management, Strategic Planning, Business Development, Business Strategy, Strategy, Mergers & Acquisitions, Online Marketing, SEO
Education
University of California, Los Angeles
Chun Fu's Jackson National Life Experience June 2012 - Present
Job Lead Developer at Jackson National Life
Industry Computer Software
Experience
Jackson National Life June 2012 - Present
Jackson National Life May 2009 - June 2012
Fast Switch September 2007 - February 2009
Document Processing System February 2007 - September 2007
BBDO December 2004 - February 2007
CIBER, Inc. March 2001 - December 2004
Skills
SQL, Spring, Agile Methodologies, Weblogic, DB2, Java, Hibernate, Web Services, Tomcat, Java Enterprise Edition, Struts, SOA, Ant
Education
University of Maryland Baltimore County 1996 — 1999
M.S., Mechanical Engineering
Tsinghua University 1991 — 1996
B.S., Automotive Engineering
Tsinghua University 1991 — 1996
B.S., Computer Science
Jackson National Life June 2012 - Present
Jackson National Life May 2009 - June 2012
Fast Switch September 2007 - February 2009
Document Processing System February 2007 - September 2007
BBDO December 2004 - February 2007
CIBER, Inc. March 2001 - December 2004
Skills
SQL, Spring, Agile Methodologies, Weblogic, DB2, Java, Hibernate, Web Services, Tomcat, Java Enterprise Edition, Struts, SOA, Ant
Education
University of Maryland Baltimore County 1996 — 1999
M.S., Mechanical Engineering
Tsinghua University 1991 — 1996
B.S., Automotive Engineering
Tsinghua University 1991 — 1996
B.S., Computer Science
Naresh Prodduturi's Jackson National Life Experience January 2013 - Present
Job Lead Programmer at Jackson National Life
Industry Financial Services
Experience
Jackson National Life January 2013 - Present
Jackson National Life January 2010 - December 2012
Jackson National Life October 2006 - December 2009
ObjecteWin Technology August 2004 - October 2006
Skills
.NET, ASP.NET, ADO.NET, WinForms, NUnit, LINQ, BO Web Intelligence, Info View, BOE, BODS, SAP Data Services, SSIS, SSAS 2008, Dimensional Modeling, Sybase IQ, DB2, Oracle, Web Services, Microsoft SQL Server, Sybase, Database Design, Data Modeling, SOA, ETL, Big Data
Education
The University of Texas at El Paso 2001 — 2004
Master's degree, Computer Science
Sree Nidhi Institute of Science & Technology (JNTU, Hyderabad) 1997 — 2001
Bachelor's degree, Computer Science & Engineering
Jackson National Life January 2013 - Present
Jackson National Life January 2010 - December 2012
Jackson National Life October 2006 - December 2009
ObjecteWin Technology August 2004 - October 2006
Skills
.NET, ASP.NET, ADO.NET, WinForms, NUnit, LINQ, BO Web Intelligence, Info View, BOE, BODS, SAP Data Services, SSIS, SSAS 2008, Dimensional Modeling, Sybase IQ, DB2, Oracle, Web Services, Microsoft SQL Server, Sybase, Database Design, Data Modeling, SOA, ETL, Big Data
Education
The University of Texas at El Paso 2001 — 2004
Master's degree, Computer Science
Sree Nidhi Institute of Science & Technology (JNTU, Hyderabad) 1997 — 2001
Bachelor's degree, Computer Science & Engineering
David Scarbeary-Simmons's Jackson National Life Experience March 2006 - May 2008
Job Research Administrator at UC Berkeley
Industry Higher Education
Experience
UC Berkeley June 2015 - Present
UC Berkeley December 2014 - May 2015
Columbia University in the City of New York February 2014 - November 2014
Columbia University in the City of New York August 2013 - February 2014
Columbia University November 2011 - August 2013
MassMutual Colorado February 2009 - November 2011
Jackson National Life March 2006 - May 2008
AmeriCorps January 2005 - November 2005
Hampton Inn June 2002 - December 2004
Skills
Event Planning, Public Speaking, Microsoft Excel, Customer Service, Outlook, Financial Accounting, Training, Social Media Marketing, Accounts Payable, Microsoft Office, Financial Analysis, Team Building, Access, PowerPoint, Microsoft Word, Team Leadership, Leadership, Account Management, Analysis, Insurance, Management, Marketing, Business Analysis, Strategic Planning, Program Management, Budgets, Project Planning, Policy, Data Analysis, Staff Development, Change Management, Accounting, New Business Development, Time Management, Higher Education, Coaching, Human Resources, Leadership Development, Project Management, Organizational..., Social Media, Administration, Business Planning, Employee Training, Operations Management, Administrative..., Customer Satisfaction, Nonprofits, Community Outreach, Financial Services
Education
University of Colorado Denver 2008 — 2011
Master's Degree, Public Administration
University of Colorado Denver 2006 — 2008
M.S., Management and Organization
University of Maine 2002 — 2004
Bachelor's Degree, Business Administration
UC Berkeley June 2015 - Present
UC Berkeley December 2014 - May 2015
Columbia University in the City of New York February 2014 - November 2014
Columbia University in the City of New York August 2013 - February 2014
Columbia University November 2011 - August 2013
MassMutual Colorado February 2009 - November 2011
Jackson National Life March 2006 - May 2008
AmeriCorps January 2005 - November 2005
Hampton Inn June 2002 - December 2004
Skills
Event Planning, Public Speaking, Microsoft Excel, Customer Service, Outlook, Financial Accounting, Training, Social Media Marketing, Accounts Payable, Microsoft Office, Financial Analysis, Team Building, Access, PowerPoint, Microsoft Word, Team Leadership, Leadership, Account Management, Analysis, Insurance, Management, Marketing, Business Analysis, Strategic Planning, Program Management, Budgets, Project Planning, Policy, Data Analysis, Staff Development, Change Management, Accounting, New Business Development, Time Management, Higher Education, Coaching, Human Resources, Leadership Development, Project Management, Organizational..., Social Media, Administration, Business Planning, Employee Training, Operations Management, Administrative..., Customer Satisfaction, Nonprofits, Community Outreach, Financial Services
Education
University of Colorado Denver 2008 — 2011
Master's Degree, Public Administration
University of Colorado Denver 2006 — 2008
M.S., Management and Organization
University of Maine 2002 — 2004
Bachelor's Degree, Business Administration
Greg Giles's Jackson National Life Experience 2003 - Present
Job Manager at Jackson National Life Distributors, LLC.
Industry Financial Services
Experience
Jackson National Life 2003 - Present
American Century Investments 1999 - 2002
Skills
Microsoft Excel, Microsoft Office, Strategic Planning, Insurance, Customer Service, Training, Management, Process Improvement, Financial Planning, Marketing, Series 63, Series 6, Risk Management, Salesforce.com, Asset Management, Public Speaking, Securities
Education
The University of Kansas 1991 — 1996
BA, Psychology
Circle High School
Jackson National Life 2003 - Present
American Century Investments 1999 - 2002
Skills
Microsoft Excel, Microsoft Office, Strategic Planning, Insurance, Customer Service, Training, Management, Process Improvement, Financial Planning, Marketing, Series 63, Series 6, Risk Management, Salesforce.com, Asset Management, Public Speaking, Securities
Education
The University of Kansas 1991 — 1996
BA, Psychology
Circle High School
Jessica Morroni's Jackson National Life Experience July 2010 - February 2012
Job Project Coordinator at mcaConnect
Industry Financial Services
Experience
mcaConnect February 2012 - Present
Jackson National Life July 2010 - February 2012
AXA Advisors 2009 - 2009
Undergraduate Programs Office 2007 - 2009
mcaConnect 2008 - 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
mcaConnect February 2012 - Present
Jackson National Life July 2010 - February 2012
AXA Advisors 2009 - 2009
Undergraduate Programs Office 2007 - 2009
mcaConnect 2008 - 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Brian Carter's Jackson National Life Experience 2009 - Present
Job Software Development Management | Product Development | MBA
Industry Information Technology and Services
Experience
Jackson National Life 2009 - Present
Jackson National Life 2008 - 2009
Jackson National Life 2004 - 2008
Jackson National Life 2001 - 2004
Jackson National Life 2000 - 2001
O-I 1994 - 2000
Skills
Software Project..., Software Development, Software Engineering, SDLC, SQL, DB2, SOA, Web Applications, Microsoft SQL Server, Database Design, Databases, Enterprise Architecture, Unix, Agile Methodologies, JavaScript, Visio, XML, Business Analysis, C#, SharePoint, Java, Requirements Analysis, Web Services, Java Enterprise Edition, Unix Shell Scripting, IT Management, .NET, Visual Basic, Microsoft Excel, Objective-C, C, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), with focus on Corporate Strategy, Leadership, Finance
The University of Texas at Arlington 1990 — 1993
Computer Science Engineering
Jackson National Life 2009 - Present
Jackson National Life 2008 - 2009
Jackson National Life 2004 - 2008
Jackson National Life 2001 - 2004
Jackson National Life 2000 - 2001
O-I 1994 - 2000
Skills
Software Project..., Software Development, Software Engineering, SDLC, SQL, DB2, SOA, Web Applications, Microsoft SQL Server, Database Design, Databases, Enterprise Architecture, Unix, Agile Methodologies, JavaScript, Visio, XML, Business Analysis, C#, SharePoint, Java, Requirements Analysis, Web Services, Java Enterprise Edition, Unix Shell Scripting, IT Management, .NET, Visual Basic, Microsoft Excel, Objective-C, C, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), with focus on Corporate Strategy, Leadership, Finance
The University of Texas at Arlington 1990 — 1993
Computer Science Engineering
Jeffrey Lohaus's Jackson National Life Experience August 2008 - May 2010
Job Principal at Lohaus Law, LLC
Industry Law Practice
Experience
Lohaus Law, LLC January 2012 - Present
Wealth Concepts, LLC June 2011 - December 2011
Ziegler May 2010 - June 2011
Jackson National Life August 2008 - May 2010
Skills
Estate Planning, Wealth, Tax, Retirement Planning, Wealth Management
Education
University of Colorado School of Law 2004 — 2007
Juris Doctor, Law
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Finance and Economics
Lohaus Law, LLC January 2012 - Present
Wealth Concepts, LLC June 2011 - December 2011
Ziegler May 2010 - June 2011
Jackson National Life August 2008 - May 2010
Skills
Estate Planning, Wealth, Tax, Retirement Planning, Wealth Management
Education
University of Colorado School of Law 2004 — 2007
Juris Doctor, Law
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Finance and Economics
Chris Fleurat's Jackson National Life Experience January 2010 - August 2013
Job Regional Sales Director at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial August 2013 - Present
Jackson National Life January 2010 - August 2013
Charles Schwab January 2007 - September 2008
Skills
Finance, Financial Analysis, Public Speaking, Public Seminars, Sales Management, Wholesale Operations, Equity Trading, FX trading, Mutual Funds, Alternative Investments, Investments, Equities, Asset Managment, Business Development, Series 7, Series 63, Retirement Planning, Wealth Management, Fixed Annuities, Variable Annuities, Separately Managed..., Investment Strategies, Series 65, Salesforce.com, Market Research, 401k, Asset Management, Retirement, Securities
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Colorado at Boulder 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Great-West Financial August 2013 - Present
Jackson National Life January 2010 - August 2013
Charles Schwab January 2007 - September 2008
Skills
Finance, Financial Analysis, Public Speaking, Public Seminars, Sales Management, Wholesale Operations, Equity Trading, FX trading, Mutual Funds, Alternative Investments, Investments, Equities, Asset Managment, Business Development, Series 7, Series 63, Retirement Planning, Wealth Management, Fixed Annuities, Variable Annuities, Separately Managed..., Investment Strategies, Series 65, Salesforce.com, Market Research, 401k, Asset Management, Retirement, Securities
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Colorado at Boulder 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
John Keller CMFC's Jackson National Life Experience December 2002 - March 2006
Job Credit Analyst at MountainView Bank of Commerce
Industry Banking
Experience
Mountain View Bank of Commerce February 2015 - Present
Dividend Capital December 2013 - January 2015
Victory Capital Management February 2008 - November 2013
Amerisource Funding June 2006 - February 2008
Jackson National Life December 2002 - March 2006
Merrill Lynch 1998 - 2000
Skills
Mutual Funds, Retirement, Fixed Annuities, Series 7, Series 63, Sales, Asset Allocation, 401k, Alternative Investments, Investments, Retirement Planning, Separately Managed..., Marketing
Education
University of Colorado Denver 1993 — 1998
BA, Psy
Mountain View Bank of Commerce February 2015 - Present
Dividend Capital December 2013 - January 2015
Victory Capital Management February 2008 - November 2013
Amerisource Funding June 2006 - February 2008
Jackson National Life December 2002 - March 2006
Merrill Lynch 1998 - 2000
Skills
Mutual Funds, Retirement, Fixed Annuities, Series 7, Series 63, Sales, Asset Allocation, 401k, Alternative Investments, Investments, Retirement Planning, Separately Managed..., Marketing
Education
University of Colorado Denver 1993 — 1998
BA, Psy
Dee Brinley's Jackson National Life Experience August 2002 - November 2009
Job Manager, App Support
Industry Financial Services
Experience
Large Financial Services Company March 2011 - Present
Large Financial Services Company November 2009 - March 2011
Jackson National Life August 2002 - November 2009
Skills
Business Analysis, Microsoft Excel, Insurance, Process Improvement, Customer Service, Software Documentation, Project Management, Access, Analysis, Requirements Gathering, Data Analysis, Requirements Analysis, Vendor Management, Risk Management, Financial Services
Education
University of Colorado at Denver
Bachelor of Arts (B.A.), Psychology/Biology
Large Financial Services Company March 2011 - Present
Large Financial Services Company November 2009 - March 2011
Jackson National Life August 2002 - November 2009
Skills
Business Analysis, Microsoft Excel, Insurance, Process Improvement, Customer Service, Software Documentation, Project Management, Access, Analysis, Requirements Gathering, Data Analysis, Requirements Analysis, Vendor Management, Risk Management, Financial Services
Education
University of Colorado at Denver
Bachelor of Arts (B.A.), Psychology/Biology
Roger Hutchison, CPA's Jackson National Life Experience 1996 - 2009
Job CPA Investment Accounting Professional
Industry Accounting
Experience
Nationwide Insurance 2010 - 2011
Jackson National Life 1996 - 2009
ING Insurance / Investment Management 1993 - 1996
Education
University of Colorado at Boulder
B.S., Accounting
Nationwide Insurance 2010 - 2011
Jackson National Life 1996 - 2009
ING Insurance / Investment Management 1993 - 1996
Education
University of Colorado at Boulder
B.S., Accounting
Earl Rott's Jackson National Life Experience 2004 - 2005
Job Broker Associate at KW Realty
Industry Real Estate
Experience
Keller Williams Realty October 2013 - Present
ABW October 2009 - Present
Jackson National Life 2004 - 2005
American Century Investments 1999 - 2003
Skills
Sellers, Buyer Representation, Short Sales, First Time Home Buyers, Negotiation
Education
The University of South Dakota 1991 — 1995
B.S, Economics
Keller Williams Realty October 2013 - Present
ABW October 2009 - Present
Jackson National Life 2004 - 2005
American Century Investments 1999 - 2003
Skills
Sellers, Buyer Representation, Short Sales, First Time Home Buyers, Negotiation
Education
The University of South Dakota 1991 — 1995
B.S, Economics
William Harrigan's Jackson National Life Experience January 2002 - July 2006
Job Sales Director at The Annexus Group
Industry Financial Services
Experience
The Annexus Group 2013 - Present
IMO for Mutual Funds June 2011 - January 2013
The Guardian Life Insurance Company of America July 2008 - July 2009
Jackson National Life January 2002 - July 2006
Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Equities, Portfolio Management, Retirement, Insurance, Sales, Sales Management, Salesforce.com, Annuity Sales, Mutual Funds, Coaching, Adaptability, Common Sense, Business Planning, New Business Development, Investment Decisions, Timely Decision Making, Creativity, Goal Oriented
Education
University of Arizona
Bachelors of Science, Communications
The Annexus Group 2013 - Present
IMO for Mutual Funds June 2011 - January 2013
The Guardian Life Insurance Company of America July 2008 - July 2009
Jackson National Life January 2002 - July 2006
Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Equities, Portfolio Management, Retirement, Insurance, Sales, Sales Management, Salesforce.com, Annuity Sales, Mutual Funds, Coaching, Adaptability, Common Sense, Business Planning, New Business Development, Investment Decisions, Timely Decision Making, Creativity, Goal Oriented
Education
University of Arizona
Bachelors of Science, Communications
Tara Bramel's Jackson National Life Experience October 2002 - December 2009
Job Humans Resources Associate at SLS
Industry Human Resources
Experience
SLS August 2011 - Present
Jackson National Life October 2002 - December 2009
Janus Funds January 2000 - January 2002
City of Aurora October 1999 - December 1999
Skills
Microsoft office, Research Information, Research Projects, Issue Resolution, Onboarding, Human Resources, Training, Compliance Oversight, Financial Policies &..., Procedure Compliance, PeopleSoft, Payroll, Problem Solving, Compliance, Employee Training, Management, Customer Service, Data Analysis, Budgets, Organizational..., New Hire Orientations
Education
University of Colorado Boulder
Bachelor of Arts, International Affairs
University of Colorado Denver
Masters, Public Administration
SLS August 2011 - Present
Jackson National Life October 2002 - December 2009
Janus Funds January 2000 - January 2002
City of Aurora October 1999 - December 1999
Skills
Microsoft office, Research Information, Research Projects, Issue Resolution, Onboarding, Human Resources, Training, Compliance Oversight, Financial Policies &..., Procedure Compliance, PeopleSoft, Payroll, Problem Solving, Compliance, Employee Training, Management, Customer Service, Data Analysis, Budgets, Organizational..., New Hire Orientations
Education
University of Colorado Boulder
Bachelor of Arts, International Affairs
University of Colorado Denver
Masters, Public Administration
Henry Chow's Jackson National Life Experience February 2013 - Present
Job Financial Analyst at Jackson National Life
Industry Accounting
Experience
Jackson National Life February 2013 - Present
R5H LLC August 2012 - February 2013
LeisureLink October 2010 - June 2012
United Commercial Bank July 2008 - September 2009
Skills
QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Exchange, Microsoft Word, SQL, Customer Service, Budgets, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Financial..., Corporate Budgeting, Financial Forecasting, Lawson General Ledger, Hyperion Enterprise, Forecasting, Access, Payroll
Education
University of California, Riverside 2006 — 2010
B.S, Business Administration Accounting
Jackson National Life February 2013 - Present
R5H LLC August 2012 - February 2013
LeisureLink October 2010 - June 2012
United Commercial Bank July 2008 - September 2009
Skills
QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Exchange, Microsoft Word, SQL, Customer Service, Budgets, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Financial..., Corporate Budgeting, Financial Forecasting, Lawson General Ledger, Hyperion Enterprise, Forecasting, Access, Payroll
Education
University of California, Riverside 2006 — 2010
B.S, Business Administration Accounting
Carola Aubuchon's Jackson National Life Experience October 1997 - Present
Job Associate General Counsel at Jackson National Life
Industry Financial Services
Experience
Jackson National Life October 1997 - Present
Michigan State University June 1994 - September 1997
Education
Thomas M. Cooley Law School 1988 — 1991
Doctor of Law (J.D.)
Truman State University 1973 — 1974
Master of Arts, Social Science Education
Truman State University 1970 — 1973
Bachelor of Science Education, Social Sciences
Jackson National Life October 1997 - Present
Michigan State University June 1994 - September 1997
Education
Thomas M. Cooley Law School 1988 — 1991
Doctor of Law (J.D.)
Truman State University 1973 — 1974
Master of Arts, Social Science Education
Truman State University 1970 — 1973
Bachelor of Science Education, Social Sciences
Justin Hardman's Jackson National Life Experience June 1997 - November 1998
Job Owner, Hardman Law Office
Industry Law Practice
Experience
Hardman Law Office October 2002 - Present
United Bank January 2001 - September 2002
McQueen, Harmon, Potter, PLLC September 1999 - December 2000
Jackson National Life June 1997 - November 1998
Jackson National LIfe July 1995 - June 1997
Skills
Real Estate, Small Business, Contract Management, Personal Injury, Legal Writing, Estate Planning, Licensing, Loans, Banking, Customer Service, Microsoft Excel, Microsoft Word, Team Leadership, PowerPoint, Contract Negotiation
Education
Thomas M. Cooley Law School 1992 — 1995
J.D.
West Virginia University 1984 — 1989
B.S., Finance, Securities, Markets, Exchanges
Hardman Law Office October 2002 - Present
United Bank January 2001 - September 2002
McQueen, Harmon, Potter, PLLC September 1999 - December 2000
Jackson National Life June 1997 - November 1998
Jackson National LIfe July 1995 - June 1997
Skills
Real Estate, Small Business, Contract Management, Personal Injury, Legal Writing, Estate Planning, Licensing, Loans, Banking, Customer Service, Microsoft Excel, Microsoft Word, Team Leadership, PowerPoint, Contract Negotiation
Education
Thomas M. Cooley Law School 1992 — 1995
J.D.
West Virginia University 1984 — 1989
B.S., Finance, Securities, Markets, Exchanges
Rob Gossett's Jackson National Life Experience November 2010 - Present
Job Director, Professional Sales Development at Jackson National Life
Industry Financial Services
Experience
Jackson National Life November 2010 - Present
Merrill Lynch May 2009 - November 2010
Merrill Lynch November 2006 - May 2009
Janus Capital Group April 2005 - November 2006
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Series 65
Education
The University of Texas at Austin 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Jackson National Life November 2010 - Present
Merrill Lynch May 2009 - November 2010
Merrill Lynch November 2006 - May 2009
Janus Capital Group April 2005 - November 2006
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Series 65
Education
The University of Texas at Austin 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Desiree Besharat's Jackson National Life Experience 2005 - 2007
Job Experienced Sales and Marketing Professional
Industry Wholesale
Experience
Jackson National Life 2005 - 2007
Skills
Marketing, Marketing Strategy, Sales Management, Wholesale, Sales
Education
UCLA
Bachelor's degree
Jackson National Life 2005 - 2007
Skills
Marketing, Marketing Strategy, Sales Management, Wholesale, Sales
Education
UCLA
Bachelor's degree
Sarah Domareck's Jackson National Life Experience May 2011 - November 2013
Job Account Coordinator at Jackson National Life
Industry Marketing and Advertising
Experience
Jackson National Life May 2011 - November 2013
Janus Capital Group June 2007 - December 2010
HSR Business-to-Business Inc January 2007 - June 2007
Factory Design Labs January 2006 - May 2006
Ravinstyle.com June 2005 - August 2005
Skills
Advertising, Email Marketing, Marketing, Marketing Communications
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Science, Advertising
Jackson National Life May 2011 - November 2013
Janus Capital Group June 2007 - December 2010
HSR Business-to-Business Inc January 2007 - June 2007
Factory Design Labs January 2006 - May 2006
Ravinstyle.com June 2005 - August 2005
Skills
Advertising, Email Marketing, Marketing, Marketing Communications
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Science, Advertising
Luis Daniel Rangel Tovar's Jackson National Life Experience April 2013 - October 2013
Job Software Engineer at Google
Industry Information Technology and Services
Experience
Google May 2015 - Present
MedAssets November 2013 - April 2015
unosquare November 2013 - April 2015
Jackson National Life April 2013 - October 2013
UnoSquare January 2012 - March 2013
Tata Consultancy Services April 2010 - January 2012
Tata Consultancy Services January 2010 - April 2010
IBM January 2009 - December 2009
IBM May 2008 - January 2009
IBM December 2007 - May 2008
Skills
J2EE, Java, Linux, MySQL, DB2, Servlets, JSP, Spring, Windows, Hibernate, Web Services, Eclipse, JUnit, Unix, XML, Agile, C++, J2SE, JavaScript, SQL, Software Design, Websphere, Software Development, SOA, Web Applications, Software Engineering, HTML, Computer Science, Struts, Programming, WebSphere Application..., EJB, CSS, JMS, jQuery, JSF, Design Patterns, JBoss, Ant, Java Enterprise Edition, Ext JS, Tomcat, JBoss Application Server, XSLT, JDBC, CVS, AJAX, Maven, JPA, JavaSE
Education
Universidad de Guadalajara
Software Engineering
Google May 2015 - Present
MedAssets November 2013 - April 2015
unosquare November 2013 - April 2015
Jackson National Life April 2013 - October 2013
UnoSquare January 2012 - March 2013
Tata Consultancy Services April 2010 - January 2012
Tata Consultancy Services January 2010 - April 2010
IBM January 2009 - December 2009
IBM May 2008 - January 2009
IBM December 2007 - May 2008
Skills
J2EE, Java, Linux, MySQL, DB2, Servlets, JSP, Spring, Windows, Hibernate, Web Services, Eclipse, JUnit, Unix, XML, Agile, C++, J2SE, JavaScript, SQL, Software Design, Websphere, Software Development, SOA, Web Applications, Software Engineering, HTML, Computer Science, Struts, Programming, WebSphere Application..., EJB, CSS, JMS, jQuery, JSF, Design Patterns, JBoss, Ant, Java Enterprise Edition, Ext JS, Tomcat, JBoss Application Server, XSLT, JDBC, CVS, AJAX, Maven, JPA, JavaSE
Education
Universidad de Guadalajara
Software Engineering
Amy Marszalek's Jackson National Life Experience May 2004 - April 2006
Job Littleton Public Schools
Industry Education Management
Experience
Littleton Public Schools August 2014 - Present
Janus Capital Group December 2013 - July 2014
Janus Capital Group March 2012 - December 2013
Merrill Lynch April 2006 - February 2007
Jackson National Life May 2004 - April 2006
JMT Financial Partners September 2003 - May 2004
Wiesner Publishing April 2002 - July 2003
Denver Newspaper Agency August 1998 - January 2002
TMP Worldwide May 1997 - August 1998
Education
University of Colorado at Boulder 1994 — 1996
Bachlor of Science - School of Journalism, Advertising
University of Missouri-Columbia 1991 — 1993
Journalism
Littleton Public Schools August 2014 - Present
Janus Capital Group December 2013 - July 2014
Janus Capital Group March 2012 - December 2013
Merrill Lynch April 2006 - February 2007
Jackson National Life May 2004 - April 2006
JMT Financial Partners September 2003 - May 2004
Wiesner Publishing April 2002 - July 2003
Denver Newspaper Agency August 1998 - January 2002
TMP Worldwide May 1997 - August 1998
Education
University of Colorado at Boulder 1994 — 1996
Bachlor of Science - School of Journalism, Advertising
University of Missouri-Columbia 1991 — 1993
Journalism
Vadim Yudkin's Jackson National Life Experience November 2005 - March 2013
Job IT Support Analyst III at Arrow Electronics
Industry Information Technology and Services
Experience
Arrow Electronics March 2014 - Present
Tekron Solutions March 2013 - Present
Jackson National Life November 2005 - March 2013
Fedex Kinko's June 2000 - February 2005
Skills
System Administration, Microsoft Office, Project Management, Analysis, Process Improvement, Windows Server, Strategic Planning, IT Solutions, Citrix, Team Building, IT Operations, Vendor Management, Adobe Creative Suite, Microsoft Technologies, Consulting, Audio / Visual, Mobile Technology, Networking, Avaya, Budgets, Apple Certified, AirWatch, Good Technology, Blackberry Enterprise..., Mac OS, Cloud Computing, Storage / Backup, BMC Remedy, Altiris Deployment..., Symantec Endpoint..., Check Point Encryption, CA Technologies, VDI, Bomgar
Education
University of Colorado at Denver 2011 — 2013
Master of Science in Information Systems, Enterprise Technology Management
University of Colorado at Denver 2003 — 2008
Bachelor of Science in Business Administration, Finance and Accounting
Arrow Electronics March 2014 - Present
Tekron Solutions March 2013 - Present
Jackson National Life November 2005 - March 2013
Fedex Kinko's June 2000 - February 2005
Skills
System Administration, Microsoft Office, Project Management, Analysis, Process Improvement, Windows Server, Strategic Planning, IT Solutions, Citrix, Team Building, IT Operations, Vendor Management, Adobe Creative Suite, Microsoft Technologies, Consulting, Audio / Visual, Mobile Technology, Networking, Avaya, Budgets, Apple Certified, AirWatch, Good Technology, Blackberry Enterprise..., Mac OS, Cloud Computing, Storage / Backup, BMC Remedy, Altiris Deployment..., Symantec Endpoint..., Check Point Encryption, CA Technologies, VDI, Bomgar
Education
University of Colorado at Denver 2011 — 2013
Master of Science in Information Systems, Enterprise Technology Management
University of Colorado at Denver 2003 — 2008
Bachelor of Science in Business Administration, Finance and Accounting
nicholas calfee's Jackson National Life Experience May 2005 - Present
Job Regional Vice President at Jackson National Life
Industry Financial Services
Experience
Jackson National Life May 2005 - Present
Education
University of Colorado Boulder 1992 — 1996
Bachelor's Degree, Economics
University school
High School
Jackson National Life May 2005 - Present
Education
University of Colorado Boulder 1992 — 1996
Bachelor's Degree, Economics
University school
High School
Chloe Harper's Jackson National Life Experience June 2010 - Present
Job Financial Analyst at Jackson National Life
Industry Financial Services
Experience
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 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
Dinesh Sivanandam's Jackson National Life Experience August 2013 - February 2015
Job Sr UNIX Engineer Consultant at CVS Health
Industry Health, Wellness and Fitness
Experience
CVS Health August 2015 - Present
Sony Pictures Entertainment / vCORE February 2015 - August 2015
Jackson National Life August 2013 - February 2015
Pacific Gas and Electric Company February 2013 - August 2013
SunTrust Bank December 2010 - February 2013
Yash LLC March 2008 - December 2010
North Dakota State University August 2005 - March 2008
Sutherland Global Services May 2004 - July 2005
Skills
Unix, AIX, VIOS, PowerVM, Cluster, Red Hat Linux, HP-UX, SAN, Solaris, High Availability, Disaster Recovery, Storage Area Networks, Servers, Virtualization, WebSphere Application..., Unix Shell Scripting, VMware, Linux, Shell Scripting, Enterprise Storage, Storage Virtualization, RedHat, Storage, System Administration, IBM AIX
Education
The University of North Dakota 2005 — 2007
Master's degree, Computer Science
University of Madras 2000 — 2004
Bachelor's degree, Computer Science
CVS Health August 2015 - Present
Sony Pictures Entertainment / vCORE February 2015 - August 2015
Jackson National Life August 2013 - February 2015
Pacific Gas and Electric Company February 2013 - August 2013
SunTrust Bank December 2010 - February 2013
Yash LLC March 2008 - December 2010
North Dakota State University August 2005 - March 2008
Sutherland Global Services May 2004 - July 2005
Skills
Unix, AIX, VIOS, PowerVM, Cluster, Red Hat Linux, HP-UX, SAN, Solaris, High Availability, Disaster Recovery, Storage Area Networks, Servers, Virtualization, WebSphere Application..., Unix Shell Scripting, VMware, Linux, Shell Scripting, Enterprise Storage, Storage Virtualization, RedHat, Storage, System Administration, IBM AIX
Education
The University of North Dakota 2005 — 2007
Master's degree, Computer Science
University of Madras 2000 — 2004
Bachelor's degree, Computer Science
Amanda Sowle's Jackson National Life Experience March 2007 - July 2007
Job Experienced Events ManagerCommunications & Marketing Professional
Industry Nonprofit Organization Management
Experience
Girls Incorporated 2007 - 2010
Jackson National Life March 2007 - July 2007
VEDA Salon & Spa February 2004 - April 2007
Skills
Communication, Special Event, Community Outreach, Public Relations, Fundraising, Sales&Marketing, Management, Customer Service..., Mediation, Event Planning, Philanthropy, Volunteer Management, Budgets, Fundraisers, Stewardship, Event Management, Editing, Recruiting, Research
Education
University of Colorado at Denver
Bachelor of Arts (B.A.), Communication
Girls Incorporated 2007 - 2010
Jackson National Life March 2007 - July 2007
VEDA Salon & Spa February 2004 - April 2007
Skills
Communication, Special Event, Community Outreach, Public Relations, Fundraising, Sales&Marketing, Management, Customer Service..., Mediation, Event Planning, Philanthropy, Volunteer Management, Budgets, Fundraisers, Stewardship, Event Management, Editing, Recruiting, Research
Education
University of Colorado at Denver
Bachelor of Arts (B.A.), Communication
Bethany Bueno's Jackson National Life Experience October 2008 - June 2009
Job Director Of Billing Operations at PINNACLE III
Industry Hospital & Health Care
Experience
PINNACLE III June 2015 - Present
PINNACLE III August 2012 - Present
PINNACLE III July 2009 - July 2012
Jackson National Life October 2008 - June 2009
Flatirons Medical Billing June 2005 - October 2008
Education
University of Colorado at Denver 2010 — 2012
Bachelor of Arts (B.A.), Sociology
PINNACLE III June 2015 - Present
PINNACLE III August 2012 - Present
PINNACLE III July 2009 - July 2012
Jackson National Life October 2008 - June 2009
Flatirons Medical Billing June 2005 - October 2008
Education
University of Colorado at Denver 2010 — 2012
Bachelor of Arts (B.A.), Sociology
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO