Jefferson National
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Jefferson National Employees
Employee
Years
Job
Industry
Benjamin Lamar Benjamin Lamar's Jefferson National Experience October 2010 - June 2012
Job Manager, FP&A
Industry Financial Services
Experience
Southern Graphic Systems August 2015 - Present
Joerns RecoverCare January 2013 - July 2015
Jefferson National October 2010 - June 2012
J.P. Morgan Private Bank January 2007 - June 2009
J.P. Morgan Private Bank January 2007 - May 2007
Skills
Management, Financial Modeling, Financial Analysis, Corporate Development, Mergers & Acquisitions, Pricing Strategy, Corporate Finance, Budgeting, Strategic Planning, Forecasting, Finance, Revenue Forecasting, Investments, Analysis, Private Equity, Strategic Financial..., Equities, Hedge Funds, Alternative Investments, Portfolio Management, Capital Markets, Asset Management, Asset Managment, Financial Reporting, Accounting, Due Diligence, Process Improvement
Education
University of Louisville 2009 — 2011
MBA
University of Louisville 2002 — 2006
B.S., Economics
Southern Graphic Systems August 2015 - Present
Joerns RecoverCare January 2013 - July 2015
Jefferson National October 2010 - June 2012
J.P. Morgan Private Bank January 2007 - June 2009
J.P. Morgan Private Bank January 2007 - May 2007
Skills
Management, Financial Modeling, Financial Analysis, Corporate Development, Mergers & Acquisitions, Pricing Strategy, Corporate Finance, Budgeting, Strategic Planning, Forecasting, Finance, Revenue Forecasting, Investments, Analysis, Private Equity, Strategic Financial..., Equities, Hedge Funds, Alternative Investments, Portfolio Management, Capital Markets, Asset Management, Asset Managment, Financial Reporting, Accounting, Due Diligence, Process Improvement
Education
University of Louisville 2009 — 2011
MBA
University of Louisville 2002 — 2006
B.S., Economics
Casey Rooney Casey Rooney's Jefferson National Experience May 2008 - December 2008
Job Life Coach
Industry Primary/Secondary Education
Experience
KCFD April 2011 - Present
el Mundial 2009 - 2013
North Kansas City Schools August 2009 - April 2011
Jefferson National May 2008 - December 2008
CP Document Technologies September 2005 - December 2007
Owensboro Senior High School August 2004 - August 2005
Education
Western Kentucky University 2001 — 2004
BA, Education
The University of Memphis 1999 — 2001
n/a, General
United States Air Force Academy 1998 — 1999
n/a, n/a
KCFD April 2011 - Present
el Mundial 2009 - 2013
North Kansas City Schools August 2009 - April 2011
Jefferson National May 2008 - December 2008
CP Document Technologies September 2005 - December 2007
Owensboro Senior High School August 2004 - August 2005
Education
Western Kentucky University 2001 — 2004
BA, Education
The University of Memphis 1999 — 2001
n/a, General
United States Air Force Academy 1998 — 1999
n/a, n/a
ShaVonda Williams's Jefferson National Experience May 2004 - Present
Job ShaVonda Williams Photography
Industry Photography
Experience
ShaVonda Williams Photography May 2008 - Present
Jefferson National May 2004 - Present
Humana Military Healthcare Services January 1999 - January 2002
Skills
Portrait Photography, Weddings, Babies, High School Students, Social Media, Event Planning, Marketing, Public Speaking, Event Management, Photoshop, Copy Editing, Editing, Customer Service, Photography, Microsoft Office, Outlook, Insurance, Microsoft Word, Microsoft Excel, Community Outreach, Product Development, Social Networking, Music, Budgets, Research
Education
New York Institute of Photography 2010 — 2011
Photography, Photography
Sullivan University 1992 — 1994
Associates, Accounting
Sullivan University 1992 — 1994
Associate's degree, Accounting
ShaVonda Williams Photography May 2008 - Present
Jefferson National May 2004 - Present
Humana Military Healthcare Services January 1999 - January 2002
Skills
Portrait Photography, Weddings, Babies, High School Students, Social Media, Event Planning, Marketing, Public Speaking, Event Management, Photoshop, Copy Editing, Editing, Customer Service, Photography, Microsoft Office, Outlook, Insurance, Microsoft Word, Microsoft Excel, Community Outreach, Product Development, Social Networking, Music, Budgets, Research
Education
New York Institute of Photography 2010 — 2011
Photography, Photography
Sullivan University 1992 — 1994
Associates, Accounting
Sullivan University 1992 — 1994
Associate's degree, Accounting
Leslie Aberli's Jefferson National Experience March 2014 - Present
Job Compliance Analyst at Jefferson National
Industry Financial Services
Experience
Jefferson National March 2014 - Present
Jefferson National June 2013 - March 2014
Skills
Public Speaking, Teamwork, Research, Data Analysis, Microsoft Office, SPSS, Customer Service, PowerPoint, Leadership, Microsoft Excel
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
University of Notre Dame - Mendoza College of Business 2009 — 2013
Jefferson National March 2014 - Present
Jefferson National June 2013 - March 2014
Skills
Public Speaking, Teamwork, Research, Data Analysis, Microsoft Office, SPSS, Customer Service, PowerPoint, Leadership, Microsoft Excel
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
University of Notre Dame - Mendoza College of Business 2009 — 2013
Kaiz Freeman's Jefferson National Experience February 2015 - Present
Job Territory Consultant at Jefferson National
Industry Military
Experience
United States Marine Corps January 2010 - Present
Jefferson National February 2015 - Present
University of Kentucky January 2011 - December 2012
Skills
Deliberative, Significance, Focus, Futuristic, Harmony, Command, Future Trends, Intelligence Analysis, Military Experience
Education
University of Kentucky 2008 — 2012
Bachelor of Arts (BA), Political Science and Government, Senior
University of Kentucky 2008 — 2012
Bachelor of Arts and Science, Political Science and Government
United States Marine Corps January 2010 - Present
Jefferson National February 2015 - Present
University of Kentucky January 2011 - December 2012
Skills
Deliberative, Significance, Focus, Futuristic, Harmony, Command, Future Trends, Intelligence Analysis, Military Experience
Education
University of Kentucky 2008 — 2012
Bachelor of Arts (BA), Political Science and Government, Senior
University of Kentucky 2008 — 2012
Bachelor of Arts and Science, Political Science and Government
Joe Richardson's Jefferson National Experience March 2012 - Present
Job Territory Manager DC, Maryland, Virginia at Jefferson National
Industry Financial Services
Experience
Jefferson National March 2012 - Present
Skills
Series 6, Series 63, Life Insurance, Health Insurance
Education
University of Kentucky
Bachelor of Business Administration (B.B.A.), Marketing
Jefferson National March 2012 - Present
Skills
Series 6, Series 63, Life Insurance, Health Insurance
Education
University of Kentucky
Bachelor of Business Administration (B.B.A.), Marketing
Sara Millett's Jefferson National Experience May 2013 - Present
Job Assistant Marketing Manager at Jefferson National
Industry Insurance
Experience
Jefferson National May 2013 - Present
Paws with Purpose October 2012 - May 2013
Down Syndrome of Louisville May 2012 - May 2013
Spinghurst Animal Hospital August 2008 - August 2009
Skills
Email Marketing, Sales, Investments, Insurance, Marketing
Education
University of Louisville 2009 — 2013
Bachelor's Degree, Psychology
University of Louisville 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Jefferson National May 2013 - Present
Paws with Purpose October 2012 - May 2013
Down Syndrome of Louisville May 2012 - May 2013
Spinghurst Animal Hospital August 2008 - August 2009
Skills
Email Marketing, Sales, Investments, Insurance, Marketing
Education
University of Louisville 2009 — 2013
Bachelor's Degree, Psychology
University of Louisville 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Gil Roberts Gil Roberts's Jefferson National Experience February 2012 - December 2012
Job Program Manager at LHOME
Industry Management Consulting
Experience
LHOME February 2015 - Present
Phone Falcon, LLC December 2013 - Present
Engagely, LLC June 2014 - Present
Navigate Enterprise Center (Jewish Family & Career Services) December 2012 - February 2015
Jefferson National February 2012 - December 2012
First Commonwealth Mortgage September 2009 - February 2012
Kentucky Victory Office October 2008 - December 2008
Heartland Payment Systems July 2005 - August 2008
Liquior Barn November 2004 - May 2005
Sweet Things February 2003 - November 2003
Skills
Series 6, Series 63, Life Insurance, Annuities, Microsoft Office, Salesforce.com, Bloomberg Terminal, Eviews, Caylx Point LOS, Leads360, Basic HTML, Morningstar, Point, Fixed Annuities, Portfolio Management, Loans, Underwriting, Mortgage Lending, Marketing, Finance, Business Development, Sales, Business Planning, Recruiting, Small Business, Credit, Entrepreneurship, Selling, Fundraising, Investments, Coaching, Strategic Financial..., Customer Service, Real Estate, Banking, Insurance, Strategic Planning, Financial Services, Management, Time Management, Microsoft Excel, Leadership, New Business Development, Sales Operations, Securities, Training, Accounting, Financial Analysis, Commercial Lending, Account Management
Education
University of Louisville 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship
University of Louisville 2007 — 2009
Bachelor's Degree, Major:Finance; Minor: Economics
Jefferson Community College 2005 — 2007
Associate's Degree, Business
LHOME February 2015 - Present
Phone Falcon, LLC December 2013 - Present
Engagely, LLC June 2014 - Present
Navigate Enterprise Center (Jewish Family & Career Services) December 2012 - February 2015
Jefferson National February 2012 - December 2012
First Commonwealth Mortgage September 2009 - February 2012
Kentucky Victory Office October 2008 - December 2008
Heartland Payment Systems July 2005 - August 2008
Liquior Barn November 2004 - May 2005
Sweet Things February 2003 - November 2003
Skills
Series 6, Series 63, Life Insurance, Annuities, Microsoft Office, Salesforce.com, Bloomberg Terminal, Eviews, Caylx Point LOS, Leads360, Basic HTML, Morningstar, Point, Fixed Annuities, Portfolio Management, Loans, Underwriting, Mortgage Lending, Marketing, Finance, Business Development, Sales, Business Planning, Recruiting, Small Business, Credit, Entrepreneurship, Selling, Fundraising, Investments, Coaching, Strategic Financial..., Customer Service, Real Estate, Banking, Insurance, Strategic Planning, Financial Services, Management, Time Management, Microsoft Excel, Leadership, New Business Development, Sales Operations, Securities, Training, Accounting, Financial Analysis, Commercial Lending, Account Management
Education
University of Louisville 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship
University of Louisville 2007 — 2009
Bachelor's Degree, Major:Finance; Minor: Economics
Jefferson Community College 2005 — 2007
Associate's Degree, Business
Tim Lickteig's Jefferson National Experience December 2011 - Present
Job Territory Manager at Jefferson National
Industry Financial Services
Experience
Jefferson National December 2011 - Present
Nodaway Records July 2006 - Present
Mando Media LTD May 2011 - August 2011
Skills
Desktop Publishing, Website Development, Photoshop, Final Cut Pro, Microsoft Office, iWork, Photography, Videography, Sales, Marketing Communications, Advertising, Social Media Marketing, Editing, Newsletters, Blogging, Management, Social Networking, Salesforce.com, Social Media, Fixed Annuities
Education
University of Louisville 2006 — 2010
Bachelor of Arts, Communication
Jefferson National December 2011 - Present
Nodaway Records July 2006 - Present
Mando Media LTD May 2011 - August 2011
Skills
Desktop Publishing, Website Development, Photoshop, Final Cut Pro, Microsoft Office, iWork, Photography, Videography, Sales, Marketing Communications, Advertising, Social Media Marketing, Editing, Newsletters, Blogging, Management, Social Networking, Salesforce.com, Social Media, Fixed Annuities
Education
University of Louisville 2006 — 2010
Bachelor of Arts, Communication
Jimi Burress's Jefferson National Experience April 2012 - February 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Jefferson National April 2012 - February 2014
PNC October 2007 - April 2012
Chase 2005 - 2007
American General 2004 - 2005
Skills
Series 63, Series 6, Series 7
Education
University of Louisville 1999 — 2004
BS
Edward Jones March 2014 - Present
Jefferson National April 2012 - February 2014
PNC October 2007 - April 2012
Chase 2005 - 2007
American General 2004 - 2005
Skills
Series 63, Series 6, Series 7
Education
University of Louisville 1999 — 2004
BS
Vivian White Vivian White's Jefferson National Experience January 2007 - August 2013
Job Studying
Industry Higher Education
Experience
Jefferson National January 2007 - August 2013
Jefferson National May 2003 - December 2006
McCann Erickson January 2001 - January 2003
Skills
Internal Audit, Tax Accounting, Retirement Planning, Analysis, Tax, Fixed Annuities
Education
Victor Valley College 1994 — 2006
Jefferson Community College
Jefferson National January 2007 - August 2013
Jefferson National May 2003 - December 2006
McCann Erickson January 2001 - January 2003
Skills
Internal Audit, Tax Accounting, Retirement Planning, Analysis, Tax, Fixed Annuities
Education
Victor Valley College 1994 — 2006
Jefferson Community College
Adam Keighley's Jefferson National Experience 2014 - Present
Job Territory Consultant at Jefferson National
Industry Marketing and Advertising
Experience
Jefferson National 2014 - Present
YP 2012 - 2014
Skills
SEM, Online Advertising, Digital Marketing, Online Marketing, Direct Marketing, B2B, Account Management, Sales Presentations, Google Adwords, New Business Development, Advertising, Social Media Marketing, Lead Generation, PPC, Social Media, Branding Ideas, Increasing ROI, ROI Justification, Delivering ROI, Web Content, Direct Sales, Sales
Education
Miami University
Jefferson National 2014 - Present
YP 2012 - 2014
Skills
SEM, Online Advertising, Digital Marketing, Online Marketing, Direct Marketing, B2B, Account Management, Sales Presentations, Google Adwords, New Business Development, Advertising, Social Media Marketing, Lead Generation, PPC, Social Media, Branding Ideas, Increasing ROI, ROI Justification, Delivering ROI, Web Content, Direct Sales, Sales
Education
Miami University
Peter Appel Peter Appel's Jefferson National Experience January 2001 - March 2005
Job VP Business Development, ITE Management
Industry Financial Services
Experience
ITE Management March 2014 - Present
E*TRADE Financial May 2008 - September 2013
E*TRADE Financial May 2006 - May 2008
Jefferson National January 2001 - March 2005
FHLMC SS&TG January 2000 - January 2001
Telebanc Financial Corporation January 1995 - January 2000
Barclay Investments October 1993 - January 1995
RMJ Securities October 1992 - October 1993
Cantor Fitzgerald September 1990 - October 1991
Cowen & Co September 1990 - October 1991
Skills
Portfolio Management, Securities, Fixed Income, Financial Services, Banking, Financial Analysis, Risk Management, Derivatives, Credit, Trading, Capital Markets, Mortgage Lending, Operations Management, Credit Risk, Bloomberg, MBS
Education
Franklin Pierce College
Bachelor's degree, Economic Theory
ITE Management March 2014 - Present
E*TRADE Financial May 2008 - September 2013
E*TRADE Financial May 2006 - May 2008
Jefferson National January 2001 - March 2005
FHLMC SS&TG January 2000 - January 2001
Telebanc Financial Corporation January 1995 - January 2000
Barclay Investments October 1993 - January 1995
RMJ Securities October 1992 - October 1993
Cantor Fitzgerald September 1990 - October 1991
Cowen & Co September 1990 - October 1991
Skills
Portfolio Management, Securities, Fixed Income, Financial Services, Banking, Financial Analysis, Risk Management, Derivatives, Credit, Trading, Capital Markets, Mortgage Lending, Operations Management, Credit Risk, Bloomberg, MBS
Education
Franklin Pierce College
Bachelor's degree, Economic Theory
Audrey Cawman's Jefferson National Experience January 2015 - Present
Job Territory Manager, Jefferson National
Industry Financial Services
Experience
Jefferson National January 2015 - Present
Haberer Investments March 2014 - January 2015
Fifth Third Securities May 2012 - March 2014
SunTrust Investment Services March 2010 - May 2012
PLANCO, The Hartford February 2006 - March 2010
Skills
Series 7, Mutual Funds, Insurance, Investments, Management
Education
University of Kentucky 1996 — 2001
Bachelor of Arts (B.A.), Psychology
Jefferson National January 2015 - Present
Haberer Investments March 2014 - January 2015
Fifth Third Securities May 2012 - March 2014
SunTrust Investment Services March 2010 - May 2012
PLANCO, The Hartford February 2006 - March 2010
Skills
Series 7, Mutual Funds, Insurance, Investments, Management
Education
University of Kentucky 1996 — 2001
Bachelor of Arts (B.A.), Psychology
Nathaniel Haggard's Jefferson National Experience July 2014 - Present
Job Territory Consultant at Jefferson National
Industry Financial Services
Experience
Jefferson National July 2014 - Present
Aflac May 2009 - June 2014
Skills
Sales&Marketing, Leadership Management, Accident, Whole Life, Disability Insurance, Cafeteria Plans, Critical Illness, Health Savings Accounts, Term Life Insurance, Life Insurance, Accident Insurance, Health Insurance, Supplemental Health, Vision Insurance, Voluntary Employee..., Flexible Spending..., Employee Benefits
Education
University of Kentucky 2003 — 2008
Bachelor of Science (BS), Agricultural Economics
Jefferson National July 2014 - Present
Aflac May 2009 - June 2014
Skills
Sales&Marketing, Leadership Management, Accident, Whole Life, Disability Insurance, Cafeteria Plans, Critical Illness, Health Savings Accounts, Term Life Insurance, Life Insurance, Accident Insurance, Health Insurance, Supplemental Health, Vision Insurance, Voluntary Employee..., Flexible Spending..., Employee Benefits
Education
University of Kentucky 2003 — 2008
Bachelor of Science (BS), Agricultural Economics
Marty Emily's Jefferson National Experience January 2003 - November 2005
Job Sr. Compensation Analyst at Norton Healthcare
Industry Human Resources
Experience
Norton Healthcare April 2014 - Present
Mercer March 2011 - April 2014
Mercer April 2007 - February 2011
Humana November 2005 - April 2007
Jefferson National January 2003 - November 2005
Integrity Life Insurance Company May 2000 - December 2002
Fifth Third Bank August 1999 - February 2002
Skills
Software Documentation, Business Analysis, Financial Analysis, Process Improvement, Data Analysis, Term Life Insurance, Variable Annuities, ePRISM, Microsoft Office, Account Management, Project Management, Customer Service, Consulting, Contract Negotiation, Sales Compensation, Analysis, Insurance, Access
Education
Ball State University 1995 — 1999
Bachelor of Science (B.S.), Finance
Norton Healthcare April 2014 - Present
Mercer March 2011 - April 2014
Mercer April 2007 - February 2011
Humana November 2005 - April 2007
Jefferson National January 2003 - November 2005
Integrity Life Insurance Company May 2000 - December 2002
Fifth Third Bank August 1999 - February 2002
Skills
Software Documentation, Business Analysis, Financial Analysis, Process Improvement, Data Analysis, Term Life Insurance, Variable Annuities, ePRISM, Microsoft Office, Account Management, Project Management, Customer Service, Consulting, Contract Negotiation, Sales Compensation, Analysis, Insurance, Access
Education
Ball State University 1995 — 1999
Bachelor of Science (B.S.), Finance
Katharine Coppola Katharine Coppola's Jefferson National Experience March 2010 - July 2015
Job Experienced Sales Representative
Industry Financial Services
Experience
Jefferson National March 2010 - July 2015
UBS Wealth Management 2006 - 2010
Skills
Sales, Retirement Planning, Mutual Funds, Wealth Management, Insurance, Life Insurance, Investments, Asset Allocation, Salesforce.com, Series 6, Investment Advisory, Portfolio Management, Fixed Annuities, Series 63, Retirement, 401k, Strategic Financial..., Alternative Investments, Securities, Asset Management, Financial Advisory, Equities, Relationship Management, Hedge Funds, Investment Strategies, Series 7, Financial Services, Risk Management, Fixed Income, Variable Annuities, Long-term Care, Investment Management, Financial Planners, ETFs, Bonds, Wealth, Financial Planning
Education
Southern Connecticut State University 2002 — 2006
Bachelor of Science, Business Administration and Political Science
Norwalk High School 2000 — 2002
Brien McMahon High School 1998 — 2000
Jefferson National March 2010 - July 2015
UBS Wealth Management 2006 - 2010
Skills
Sales, Retirement Planning, Mutual Funds, Wealth Management, Insurance, Life Insurance, Investments, Asset Allocation, Salesforce.com, Series 6, Investment Advisory, Portfolio Management, Fixed Annuities, Series 63, Retirement, 401k, Strategic Financial..., Alternative Investments, Securities, Asset Management, Financial Advisory, Equities, Relationship Management, Hedge Funds, Investment Strategies, Series 7, Financial Services, Risk Management, Fixed Income, Variable Annuities, Long-term Care, Investment Management, Financial Planners, ETFs, Bonds, Wealth, Financial Planning
Education
Southern Connecticut State University 2002 — 2006
Bachelor of Science, Business Administration and Political Science
Norwalk High School 2000 — 2002
Brien McMahon High School 1998 — 2000
Colin Capps's Jefferson National Experience May 2014 - Present
Job Territory Manager at Jefferson National
Industry Financial Services
Experience
Jefferson National May 2014 - Present
Jefferson National July 2013 - May 2014
Jefferson National August 2012 - July 2013
Skills
Customer Service, PowerPoint, Microsoft Office, Series 63, Series 6, Sales, Life Insurance, Microsoft Office..., Conversational Spanish, CPR/AED/First Aid..., Relator, Event Planning, Fixed Annuities, Mutual Funds, Retirement Planning, Finance, Insurance
Education
University of Kentucky 2008 — 2012
BBA, Management, Marketing, Spanish
Jefferson National May 2014 - Present
Jefferson National July 2013 - May 2014
Jefferson National August 2012 - July 2013
Skills
Customer Service, PowerPoint, Microsoft Office, Series 63, Series 6, Sales, Life Insurance, Microsoft Office..., Conversational Spanish, CPR/AED/First Aid..., Relator, Event Planning, Fixed Annuities, Mutual Funds, Retirement Planning, Finance, Insurance
Education
University of Kentucky 2008 — 2012
BBA, Management, Marketing, Spanish
Brandon Moody's Jefferson National Experience July 2011 - March 2014
Job Regional Sales Manager at Aquila Group of Funds
Industry Insurance
Experience
Aquila Group of Funds March 2014 - Present
Jefferson National July 2011 - March 2014
Jefferson National November 2010 - July 2011
National City Bank January 2008 - November 2010
Education
University of Kentucky 2003 — 2007
Bachelors, Economics
OCHS
Aquila Group of Funds March 2014 - Present
Jefferson National July 2011 - March 2014
Jefferson National November 2010 - July 2011
National City Bank January 2008 - November 2010
Education
University of Kentucky 2003 — 2007
Bachelors, Economics
OCHS
Leigh Jeter's Jefferson National Experience 2005 - October 2007
Job National Director of Business Development at Deyta LLC
Industry Hospital & Health Care
Experience
Deyta, LLC November 2007 - Present
City of Norwood, Kentucky January 2000 - December 2014
Jefferson National 2005 - October 2007
A. G. Edwards & Sons 2004 - 2005
Allstate Life Insurance 2002 - 2004
Morgan Keegan 1995 - 2002
Inman Construction Corporation 1992 - 1995
Goldman Sachs 1989 - 1992
Laughlin, Halle, Gibson & McBride 1981 - 1988
Skills
Strategic Planning, Public Speaking, Sales, Management, Marketing, Insurance, Mergers & Acquisitions, Customer Service, Team Building, Budgets, Sales Management, Sales Operations, Healthcare, Process Improvement, Finance, Leadership, New Business Development
Education
Austin Peay State University
The University of Memphis
Deyta, LLC November 2007 - Present
City of Norwood, Kentucky January 2000 - December 2014
Jefferson National 2005 - October 2007
A. G. Edwards & Sons 2004 - 2005
Allstate Life Insurance 2002 - 2004
Morgan Keegan 1995 - 2002
Inman Construction Corporation 1992 - 1995
Goldman Sachs 1989 - 1992
Laughlin, Halle, Gibson & McBride 1981 - 1988
Skills
Strategic Planning, Public Speaking, Sales, Management, Marketing, Insurance, Mergers & Acquisitions, Customer Service, Team Building, Budgets, Sales Management, Sales Operations, Healthcare, Process Improvement, Finance, Leadership, New Business Development
Education
Austin Peay State University
The University of Memphis
Jordan Biery's Jefferson National Experience March 2013 - November 2013
Job Regional Sales Manager at Century Lending Company
Industry Financial Services
Experience
Century Lending Company October 2013 - Present
Jefferson National March 2013 - November 2013
Champions Trace Golf Course March 2010 - June 2012
US Department of Labor November 2008 - May 2009
Skills
Sales, Customer Service, Relationship Management, Strategic Financial..., Marketing Strategy, Financial Analysis, Negotiation, Research, Budgets, Teaching, Time Management, Marketing
Education
University of Kentucky 2008 — 2012
Bachelor of Science (BS), Economics
Century Lending Company October 2013 - Present
Jefferson National March 2013 - November 2013
Champions Trace Golf Course March 2010 - June 2012
US Department of Labor November 2008 - May 2009
Skills
Sales, Customer Service, Relationship Management, Strategic Financial..., Marketing Strategy, Financial Analysis, Negotiation, Research, Budgets, Teaching, Time Management, Marketing
Education
University of Kentucky 2008 — 2012
Bachelor of Science (BS), Economics
Timothy Vance's Jefferson National Experience 2012 - Present
Job VP of Strategic Analysis at Jefferson National
Industry Insurance
Experience
Jefferson National 2012 - Present
AEGON 2007 - 2012
AEGON 2000 - 2007
AEGON 1997 - 1999
AEGON 1994 - 1997
AEGON 1990 - 1994
Skills
Asset/Liability Modeling, Data Analysis, Valuation, Actuarial Science, ALM, Financial Risk, Risk Management, Financial Modeling, Insurance, Derivatives, Investments
Education
University of Kentucky 1984 — 1988
Bachelor of Arts, Secondary Mathematics Education
Jefferson National 2012 - Present
AEGON 2007 - 2012
AEGON 2000 - 2007
AEGON 1997 - 1999
AEGON 1994 - 1997
AEGON 1990 - 1994
Skills
Asset/Liability Modeling, Data Analysis, Valuation, Actuarial Science, ALM, Financial Risk, Risk Management, Financial Modeling, Insurance, Derivatives, Investments
Education
University of Kentucky 1984 — 1988
Bachelor of Arts, Secondary Mathematics Education
Christina Harmon's Jefferson National Experience May 2014 - Present
Job at
Industry Financial Services
Experience
Hilliard Lyons March 2015 - Present
Jefferson National May 2014 - Present
Jefferson National March 2013 - Present
Hilliard Lyons December 2012 - March 2013
Hilliard Lyons August 2010 - December 2012
Hilliard Lyons December 2007 - August 2010
Skills
Marketing, Mutual Funds, Investments, Insurance, Series 63, Wealth Management, Investment Advisory, Retirement Planning
Education
Bellarmine University 2010 — 2012
MBA
University of Louisville 2003 — 2007
Bachelor's, History
Hilliard Lyons March 2015 - Present
Jefferson National May 2014 - Present
Jefferson National March 2013 - Present
Hilliard Lyons December 2012 - March 2013
Hilliard Lyons August 2010 - December 2012
Hilliard Lyons December 2007 - August 2010
Skills
Marketing, Mutual Funds, Investments, Insurance, Series 63, Wealth Management, Investment Advisory, Retirement Planning
Education
Bellarmine University 2010 — 2012
MBA
University of Louisville 2003 — 2007
Bachelor's, History
Jeremy Couch Jeremy Couch's Jefferson National Experience January 2015 - Present
Job Director, Strategic Partners at Jefferson National
Industry Financial Services
Experience
Jefferson National January 2015 - Present
Skills
Microsoft Office, Sales Operations, Public Speaking, Nonprofits, Customer Service, Strategic Planning, Financial Analysis, Investment Management, Management, Portfolio Management, Microsoft Excel, Leadership, Insurance, Banking, Enterprise Software, Small Business, Strategic Financial..., Finance, Investments, Entrepreneurship, Budgets, Marketing, Sales, Business Planning, Business Development, Process Improvement, Risk Management, Training
Education
Bellarmine University 2007 — 2008
MBA
Hanover College 1997 — 2000
Bachelor of Arts, Business Administration
Jefferson National January 2015 - Present
Skills
Microsoft Office, Sales Operations, Public Speaking, Nonprofits, Customer Service, Strategic Planning, Financial Analysis, Investment Management, Management, Portfolio Management, Microsoft Excel, Leadership, Insurance, Banking, Enterprise Software, Small Business, Strategic Financial..., Finance, Investments, Entrepreneurship, Budgets, Marketing, Sales, Business Planning, Business Development, Process Improvement, Risk Management, Training
Education
Bellarmine University 2007 — 2008
MBA
Hanover College 1997 — 2000
Bachelor of Arts, Business Administration
Chamell Burton-Hart, CSM, CSPO's Jefferson National Experience April 2013 - November 2014
Job Systems Analyst AIG US Warranty Division
Industry Information Technology and Services
Experience
AIG December 2014 - Present
Jefferson National April 2013 - November 2014
Herbalife February 2013 - April 2013
Herbalife November 2007 - January 2013
Impac Mortgage June 2006 - July 2007
Washington Mutual June 2001 - June 2006
Downey Savings March 2000 - June 2001
United PanAm Mortgage July 1999 - March 2000
Skills
Decisiveness, Belief in hands-on..., Strong work ethic, High level of excellence, Building strong..., Big-picture Thinking, Emerging Technologies, Corporate Law, CRM, International, Work Ethic, Software Documentation, Project Management, SDLC, Visio, Agile Methodologies, Vendor Management, E-commerce, Databases, Management, Scrum, Testing, User Acceptance Testing, Access, Web Applications, Business Requirements, Systems Analysis, Requirements Gathering, Requirements Analysis, Product Management, Business Analysis, Risk Management, Training, SharePoint, Business Intelligence, Software Project...
Education
University of California, Riverside 1988 — 1992
BA, Political Science
Le Cordon Bleu College of Culinary Arts-Pasadena
AIG December 2014 - Present
Jefferson National April 2013 - November 2014
Herbalife February 2013 - April 2013
Herbalife November 2007 - January 2013
Impac Mortgage June 2006 - July 2007
Washington Mutual June 2001 - June 2006
Downey Savings March 2000 - June 2001
United PanAm Mortgage July 1999 - March 2000
Skills
Decisiveness, Belief in hands-on..., Strong work ethic, High level of excellence, Building strong..., Big-picture Thinking, Emerging Technologies, Corporate Law, CRM, International, Work Ethic, Software Documentation, Project Management, SDLC, Visio, Agile Methodologies, Vendor Management, E-commerce, Databases, Management, Scrum, Testing, User Acceptance Testing, Access, Web Applications, Business Requirements, Systems Analysis, Requirements Gathering, Requirements Analysis, Product Management, Business Analysis, Risk Management, Training, SharePoint, Business Intelligence, Software Project...
Education
University of California, Riverside 1988 — 1992
BA, Political Science
Le Cordon Bleu College of Culinary Arts-Pasadena
Lance Meadows Lance Meadows's Jefferson National Experience August 2012 - Present
Job Web Developer at Jefferson National
Industry Information Technology and Services
Experience
Jefferson National August 2012 - Present
Meadoware.net October 2008 - Present
Meadoware.net January 2007 - Present
Precision Quality Software January 2003 - Present
ADFX LLC April 2011 - August 2012
Happy Journey Systems January 1998 - January 2000
Skills
Microsoft SQL Server, Database Administration, SQL, Database Design, CSS, XHTML, HTML 5, jQuery, Web Development, Web Design, Front-end, PHP, ColdFusion, Dreamweaver, CSS3, JavaScript, Web Standards, Flash, User Interface Design, MySQL, VBA, Microsoft Access, IIS, Linux Server
Education
Truckee Meadows Community College 2008 — 2010
Jefferson National August 2012 - Present
Meadoware.net October 2008 - Present
Meadoware.net January 2007 - Present
Precision Quality Software January 2003 - Present
ADFX LLC April 2011 - August 2012
Happy Journey Systems January 1998 - January 2000
Skills
Microsoft SQL Server, Database Administration, SQL, Database Design, CSS, XHTML, HTML 5, jQuery, Web Development, Web Design, Front-end, PHP, ColdFusion, Dreamweaver, CSS3, JavaScript, Web Standards, Flash, User Interface Design, MySQL, VBA, Microsoft Access, IIS, Linux Server
Education
Truckee Meadows Community College 2008 — 2010
Asmita Rao Asmita Rao's Jefferson National Experience July 2004 - August 2006
Job Peoplesoft HRMS Developer at Florida Blue
Industry Information Technology and Services
Experience
Florida Blue October 2013 - Present
BI-LO Winn Dixie Stores May 2013 - October 2013
Winn Dixie Stores October 2012 - May 2013
Artech Information Systems for IBM October 2011 - October 2012
Papa Johns September 2006 - October 2011
Jefferson National July 2004 - August 2006
CNET Networks April 2003 - July 2004
KRONOS CONNECT February 2002 - March 2003
Skills
Project Management, Business Analysis, SDLC, SQL, Data Warehousing, Microsoft SQL Server, PeopleCode, Technical Leadership, PeopleSoft, Problem Solving, Team-oriented, Communication
Education
Babasaheb Bhimrao Ambedkar University 1992 — 1996
BE
Sharda Mandir Girls school Aurangabad 1984 — 1989
Saraswati Bhuvan Aurangabad 1979 — 1983
Florida Blue October 2013 - Present
BI-LO Winn Dixie Stores May 2013 - October 2013
Winn Dixie Stores October 2012 - May 2013
Artech Information Systems for IBM October 2011 - October 2012
Papa Johns September 2006 - October 2011
Jefferson National July 2004 - August 2006
CNET Networks April 2003 - July 2004
KRONOS CONNECT February 2002 - March 2003
Skills
Project Management, Business Analysis, SDLC, SQL, Data Warehousing, Microsoft SQL Server, PeopleCode, Technical Leadership, PeopleSoft, Problem Solving, Team-oriented, Communication
Education
Babasaheb Bhimrao Ambedkar University 1992 — 1996
BE
Sharda Mandir Girls school Aurangabad 1984 — 1989
Saraswati Bhuvan Aurangabad 1979 — 1983
Rob Saag's Jefferson National Experience August 2015 - Present
Job Territory Manager at Jefferson National
Industry Financial Services
Experience
Jefferson National August 2015 - Present
Jefferson National August 2012 - August 2015
Skills
Sales, Customer Service, Public Speaking, Time Management, Investments, Microsoft Excel, Employee Relations, Data Analysis, PowerPoint, Marketing, Teamwork, Training, Insurance, Insurance Law
Education
University of Louisville 2007 — 2011
B.A., Psychology
Jefferson National August 2015 - Present
Jefferson National August 2012 - August 2015
Skills
Sales, Customer Service, Public Speaking, Time Management, Investments, Microsoft Excel, Employee Relations, Data Analysis, PowerPoint, Marketing, Teamwork, Training, Insurance, Insurance Law
Education
University of Louisville 2007 — 2011
B.A., Psychology
Venkat Manohar Reddy Tippana Venkat Manohar Reddy Tippana's Jefferson National Experience January 2003 - Present
Job VP, Technology Development at Jefferson National
Industry Financial Services
Experience
Jefferson National January 2003 - Present
Real Estate Development 2013 - Present
Oracle Mentor January 2002 - Present
Deyta September 2009 - February 2010
Trover Solutions July 2002 - December 2002
Humana January 2002 - June 2002
Bradley University January 2000 - December 2001
Skills
Business Intelligence, Software Development, Databases, SDLC, Management, Oracle, Integration, Business Analysis, Data Warehousing, IT Management, Requirements Analysis, Project Management, Analysis, SOA, Process Improvement, Disaster Recovery, IT Strategy, Agile Methodologies, SharePoint, Project Planning, Vendor Management, Software Project..., Strategic Planning, Change Management, Program Management, Product Development, SQL, Application Development, Planning, Administration, Variable Annuities, Trading Systems, Fixed Annuities, Mutual Funds, Clearing Houses, ETFs, Innovation, Algorithm Development, Enterprise Architecture
Education
Bradley University 1999 — 2001
Master of Science, Computer Science
Jawaharlal Nehru Technological University 1995 — 1999
Bachelor of Technology, Civil Engineering
Sardar Patel Vidyalaya, New Delhi, India 1993 — 1995
11th and 12th class, English, Maths, Physics, Chemistry, Computer Science
Kendriya Vidyalaya Gole Market, New Delhi, India 1988 — 1993
6th through 10th class
Jefferson National January 2003 - Present
Real Estate Development 2013 - Present
Oracle Mentor January 2002 - Present
Deyta September 2009 - February 2010
Trover Solutions July 2002 - December 2002
Humana January 2002 - June 2002
Bradley University January 2000 - December 2001
Skills
Business Intelligence, Software Development, Databases, SDLC, Management, Oracle, Integration, Business Analysis, Data Warehousing, IT Management, Requirements Analysis, Project Management, Analysis, SOA, Process Improvement, Disaster Recovery, IT Strategy, Agile Methodologies, SharePoint, Project Planning, Vendor Management, Software Project..., Strategic Planning, Change Management, Program Management, Product Development, SQL, Application Development, Planning, Administration, Variable Annuities, Trading Systems, Fixed Annuities, Mutual Funds, Clearing Houses, ETFs, Innovation, Algorithm Development, Enterprise Architecture
Education
Bradley University 1999 — 2001
Master of Science, Computer Science
Jawaharlal Nehru Technological University 1995 — 1999
Bachelor of Technology, Civil Engineering
Sardar Patel Vidyalaya, New Delhi, India 1993 — 1995
11th and 12th class, English, Maths, Physics, Chemistry, Computer Science
Kendriya Vidyalaya Gole Market, New Delhi, India 1988 — 1993
6th through 10th class
Angela Flowers Angela Flowers's Jefferson National Experience December 2003 - August 2009
Job VP Institutional Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2009 - Present
Jefferson National December 2003 - August 2009
Merrill Lynch October 2000 - May 2002
Skills
Competitive Analysis, Series 63, Portfolio Management, Risk Management, Series 7, Wealth Management, Retirement Planning, Securities, Mutual Funds, Marketing, Asset Management, Management Consulting, Life Insurance, Investments, Relationship Management, Investment Advisory, Asset Allocation, Sales, Equities, Finance
Education
University of Notre Dame 2011 — 2012
Executive Certificate in Negotiation, Mendoza School of Business
Boston University 2008 — 2010
CFP
Youngstown State University 1990 — 1994
BS, Pre Med/University Honors Program
TD Ameritrade August 2009 - Present
Jefferson National December 2003 - August 2009
Merrill Lynch October 2000 - May 2002
Skills
Competitive Analysis, Series 63, Portfolio Management, Risk Management, Series 7, Wealth Management, Retirement Planning, Securities, Mutual Funds, Marketing, Asset Management, Management Consulting, Life Insurance, Investments, Relationship Management, Investment Advisory, Asset Allocation, Sales, Equities, Finance
Education
University of Notre Dame 2011 — 2012
Executive Certificate in Negotiation, Mendoza School of Business
Boston University 2008 — 2010
CFP
Youngstown State University 1990 — 1994
BS, Pre Med/University Honors Program
Todd Solash Todd Solash's Jefferson National Experience 2000 - 2005
Job Managing Director/Head of Individual Annuity at AXA Equitable
Industry Management Consulting
Experience
AXA Equitable August 2010 - Present
Oliver Wyman December 2005 - July 2010
Jefferson National Life Insurance 2000 - 2005
Jefferson National 2000 - 2005
Skills
Risk Management, Financial Modeling, Strategy, Management, Financial Services, Insurance, Investments, Management Consulting, Business Strategy, Mergers & Acquisitions, Financial Analysis, Finance
Education
University of Pennsylvania 1993 — 1997
Finance, Chemical Engineering
AXA Equitable August 2010 - Present
Oliver Wyman December 2005 - July 2010
Jefferson National Life Insurance 2000 - 2005
Jefferson National 2000 - 2005
Skills
Risk Management, Financial Modeling, Strategy, Management, Financial Services, Insurance, Investments, Management Consulting, Business Strategy, Mergers & Acquisitions, Financial Analysis, Finance
Education
University of Pennsylvania 1993 — 1997
Finance, Chemical Engineering
Skyler Shasky Skyler Shasky's Jefferson National Experience May 2014 - Present
Job Territory Manager at Jefferson National
Industry Financial Services
Experience
Jefferson National May 2014 - Present
Jefferson National August 2013 - June 2014
Jefferson National June 2012 - July 2013
Skills
Sales, Investments, Wealth Management, Retirement Planning, Series 63, Variable Annuities, Life Insurance, Series 6, Financial Advisory, Retirement, Investment Advisory, Basketball, Economics, Salesforce.com, Internet Research, Portfolio Management, Mutual Funds, Alternative Investments, Asset Allocation, Investment Strategies, Annuity Sales, Sports, Spanish, SAS
Education
Centre College 2008 — 2012
Bachelor of Science (B.S.), Financial Economics
Jefferson National May 2014 - Present
Jefferson National August 2013 - June 2014
Jefferson National June 2012 - July 2013
Skills
Sales, Investments, Wealth Management, Retirement Planning, Series 63, Variable Annuities, Life Insurance, Series 6, Financial Advisory, Retirement, Investment Advisory, Basketball, Economics, Salesforce.com, Internet Research, Portfolio Management, Mutual Funds, Alternative Investments, Asset Allocation, Investment Strategies, Annuity Sales, Sports, Spanish, SAS
Education
Centre College 2008 — 2012
Bachelor of Science (B.S.), Financial Economics
Jo Ann Heppermann's Jefferson National Experience September 2002 - October 2007
Job Keynote and Motivational Speaker and Author of "Rose Colored Horses" at Equine Business Resources
Industry Law Practice
Experience
Equine Business Resources LLC October 2007 - Present
Equine Business Resources October 2007 - Present
Jefferson National September 2002 - October 2007
Inviva, Inc. 2005 - 2007
Jefferson National Financial Corp. 2005 - 2007
AEGONUSA January 2000 - August 2002
AEGON 2000 - 2002
AEGON (Providian/Capital Holding) 2000 - 2002
Skills
Insurance, Strategic Planning, Event Management, Public Speaking, Management, Marketing, Public Relations, Budgets, Analysis, Marketing Strategy, Outlook, Fundraising, Microsoft Word, Social Media, Event Planning, Mergers & Acquisitions, Nonprofits, Entrepreneurship, Editing, Program Management, Change Management, Small Business, Social Networking
Education
University of Louisville 1986 — 1989
JD, Law
Equine Business Resources LLC October 2007 - Present
Equine Business Resources October 2007 - Present
Jefferson National September 2002 - October 2007
Inviva, Inc. 2005 - 2007
Jefferson National Financial Corp. 2005 - 2007
AEGONUSA January 2000 - August 2002
AEGON 2000 - 2002
AEGON (Providian/Capital Holding) 2000 - 2002
Skills
Insurance, Strategic Planning, Event Management, Public Speaking, Management, Marketing, Public Relations, Budgets, Analysis, Marketing Strategy, Outlook, Fundraising, Microsoft Word, Social Media, Event Planning, Mergers & Acquisitions, Nonprofits, Entrepreneurship, Editing, Program Management, Change Management, Small Business, Social Networking
Education
University of Louisville 1986 — 1989
JD, Law
Jeremy Stevenson's Jefferson National Experience March 2011 - Present
Job Director, Audit at Jefferson National Financial Corporation
Industry Accounting
Experience
Jefferson National March 2011 - Present
Crowe Horwath International - Global Corporate Advisors (GCA) July 2008 - December 2010
Cotton + Allen January 2008 - May 2008
Humana January 2005 - December 2007
Colgate Palmolive July 2004 - January 2005
Inviva, Inc. August 2003 - May 2004
Franklin Asset Management Company January 2002 - July 2003
Skills
Internal Controls, Auditing, Accounting, Financial Modeling, Mergers & Acquisitions, Finance, Sarbanes-Oxley Act, Internal Audit, GAAP, Analysis, CPA, Financial Risk, Process Improvement, Financial Statements, Enterprise Risk...
Education
Bellarmine University 2001 — 2007
BSBA, Business Administration
Jefferson National March 2011 - Present
Crowe Horwath International - Global Corporate Advisors (GCA) July 2008 - December 2010
Cotton + Allen January 2008 - May 2008
Humana January 2005 - December 2007
Colgate Palmolive July 2004 - January 2005
Inviva, Inc. August 2003 - May 2004
Franklin Asset Management Company January 2002 - July 2003
Skills
Internal Controls, Auditing, Accounting, Financial Modeling, Mergers & Acquisitions, Finance, Sarbanes-Oxley Act, Internal Audit, GAAP, Analysis, CPA, Financial Risk, Process Improvement, Financial Statements, Enterprise Risk...
Education
Bellarmine University 2001 — 2007
BSBA, Business Administration
Amy Mattingly's Jefferson National Experience March 2011 - Present
Job Director, Territory Consultants
Industry Financial Services
Experience
Jefferson National March 2011 - Present
CMG Capital Management Group, Inc. August 2010 - March 2011
Jefferson National May 2007 - September 2010
JPMorgan Chase 2005 - 2007
Wachovia Bank 2002 - 2005
PR Newswire 2000 - 2002
Skills
Asset Management, Mutual Funds, Alternative Investments, Sales Operations, Investments, Finance, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Investment Advisory
Education
University of Kentucky 1996 — 2000
B.S., Communications
Ballard
Jefferson National March 2011 - Present
CMG Capital Management Group, Inc. August 2010 - March 2011
Jefferson National May 2007 - September 2010
JPMorgan Chase 2005 - 2007
Wachovia Bank 2002 - 2005
PR Newswire 2000 - 2002
Skills
Asset Management, Mutual Funds, Alternative Investments, Sales Operations, Investments, Finance, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Investment Advisory
Education
University of Kentucky 1996 — 2000
B.S., Communications
Ballard
Jessica Benz's Jefferson National Experience May 2015 - Present
Job Human Resources Intern at Jefferson National
Industry
Experience
Jefferson National May 2015 - Present
Covenant Life Childcare May 2014 - December 2014
Motel 6 May 2013 - August 2013
Holiday World & Splashin' Safari June 2012 - October 2012
Skills
Hospitality, Customer Service, Written Communication, Team-oriented, Highly Organized, Time Management, Reliable, Creative, Food & Beverage, Microsoft Word, Photography, Photoshop, Cashiering, Cooking, Teamwork, Customer Satisfaction, Food, Public Speaking, Social Networking, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Facebook
Education
Ball State University 2012 — 2016
Bachelor of Science (B.S.), Human Resource Management
North Harrison High School 2008 — 2012
Core 40 with Academic Honors
Jefferson National May 2015 - Present
Covenant Life Childcare May 2014 - December 2014
Motel 6 May 2013 - August 2013
Holiday World & Splashin' Safari June 2012 - October 2012
Skills
Hospitality, Customer Service, Written Communication, Team-oriented, Highly Organized, Time Management, Reliable, Creative, Food & Beverage, Microsoft Word, Photography, Photoshop, Cashiering, Cooking, Teamwork, Customer Satisfaction, Food, Public Speaking, Social Networking, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Facebook
Education
Ball State University 2012 — 2016
Bachelor of Science (B.S.), Human Resource Management
North Harrison High School 2008 — 2012
Core 40 with Academic Honors
Taylor (Roby) Rhea's Jefferson National Experience June 2015 - Present
Job Corporate Communications Manager
Industry Marketing and Advertising
Experience
Jefferson National June 2015 - Present
Atria Senior Living August 2013 - May 2015
Vimarc July 2012 - August 2013
Three Seven Marketing Group, Inc. June 2012 - July 2012
Mainline Broadcasting January 2012 - May 2012
Vimarc August 2011 - December 2011
Skills
Marketing, Social Media, Corporate Communications, Corporate Blogging, Public Relations, Press Releases, Photoshop, Event Planning, Photography, Marketing Communications, Video Editing, Copywriting, WordPress, Social Media Management, Hootsuite, Acrylic Painting, Blogging, News Writing, Marketing Event Planning, Public Speaking, Customer Service, Social Media..., Writing, Editing, Social Media Marketing
Education
Bellarmine University 2009 — 2012
Bachelor of Arts (B.A.), Communication
Jefferson National June 2015 - Present
Atria Senior Living August 2013 - May 2015
Vimarc July 2012 - August 2013
Three Seven Marketing Group, Inc. June 2012 - July 2012
Mainline Broadcasting January 2012 - May 2012
Vimarc August 2011 - December 2011
Skills
Marketing, Social Media, Corporate Communications, Corporate Blogging, Public Relations, Press Releases, Photoshop, Event Planning, Photography, Marketing Communications, Video Editing, Copywriting, WordPress, Social Media Management, Hootsuite, Acrylic Painting, Blogging, News Writing, Marketing Event Planning, Public Speaking, Customer Service, Social Media..., Writing, Editing, Social Media Marketing
Education
Bellarmine University 2009 — 2012
Bachelor of Arts (B.A.), Communication
Joena Russell Joena Russell's Jefferson National Experience July 2015 - Present
Job Divisional Director at Jefferson National
Industry Financial Services
Experience
Jefferson National July 2015 - Present
Jefferson National June 2014 - Present
Jefferson National June 2010 - Present
Bank of America May 2006 - May 2009
People's United Bank December 1995 - May 2006
Skills
Financial Services, Mutual Funds, Wealth Management, Retirement Planning, Portfolio Management, Life Insurance, Insurance, Investments, Strategic Financial..., Series 63, Series 6, Sales Operations, Salesforce.com, Investment Advisory, Sales, Equities, Asset Allocation, Strategic Planning, Marketing, Financial Planning
Education
Southern Connecticut State University
Finance and Financial Management Services
Jefferson National July 2015 - Present
Jefferson National June 2014 - Present
Jefferson National June 2010 - Present
Bank of America May 2006 - May 2009
People's United Bank December 1995 - May 2006
Skills
Financial Services, Mutual Funds, Wealth Management, Retirement Planning, Portfolio Management, Life Insurance, Insurance, Investments, Strategic Financial..., Series 63, Series 6, Sales Operations, Salesforce.com, Investment Advisory, Sales, Equities, Asset Allocation, Strategic Planning, Marketing, Financial Planning
Education
Southern Connecticut State University
Finance and Financial Management Services
Deborah Newman Deborah Newman's Jefferson National Experience 2004 - Present
Job Director Corporate Communications at Jefferson National
Industry Financial Services
Experience
Jefferson National 2004 - Present
Development School for Youth 2007 - 2012
The World Bank 2002 - 2003
E*TRADE Financial 2000 - 2002
Telebank 1997 - 2000
Skills
Corporate Communications, Investments, Strategic Communications, Strategic Planning, Press Releases, Blogging, Mutual Funds, Editing, Crisis Management, Marketing, Marketing Strategy, Management, Asset Management, Social Media, Strategy, Investor Relations, Email Marketing, Marketing Communications, Public Relations, Media Relations, Entrepreneurship, Social Media Marketing, Direct Marketing, Social Networking, Internal Communications, Digital Marketing, Public Speaking, Crisis Communications, Lead Generation, Newsletters, Copywriting, Content Development, Fundraising, SEO
Education
American Film Institute
MFA, Screenwriting
The Johns Hopkins University
BA, Economics
Havre de Grace Senior HighSchool
High School
Jefferson National 2004 - Present
Development School for Youth 2007 - 2012
The World Bank 2002 - 2003
E*TRADE Financial 2000 - 2002
Telebank 1997 - 2000
Skills
Corporate Communications, Investments, Strategic Communications, Strategic Planning, Press Releases, Blogging, Mutual Funds, Editing, Crisis Management, Marketing, Marketing Strategy, Management, Asset Management, Social Media, Strategy, Investor Relations, Email Marketing, Marketing Communications, Public Relations, Media Relations, Entrepreneurship, Social Media Marketing, Direct Marketing, Social Networking, Internal Communications, Digital Marketing, Public Speaking, Crisis Communications, Lead Generation, Newsletters, Copywriting, Content Development, Fundraising, SEO
Education
American Film Institute
MFA, Screenwriting
The Johns Hopkins University
BA, Economics
Havre de Grace Senior HighSchool
High School
Dennis Wright's Jefferson National Experience October 2003 - March 2006
Job Database Administrator at Salesforce Marketing Cloud
Industry Information Technology and Services
Experience
Salesforce September 2014 - Present
Indiana University Health May 2014 - September 2014
ExactTarget October 2013 - May 2014
Indiana University Health July 2012 - September 2013
Indiana University Health March 2006 - July 2012
Jefferson National October 2003 - March 2006
AOL Time Warner September 2002 - October 2003
American Investment Bank 1997 - 2002
Tranex Credit Corp 1997 - 2002
Skills
ITIL V3 Foundation, MCTS - SQL Server 2008..., MCITP - Database..., SQL Server, Databases, PL/SQL, Database Administration, Database Management, T-SQL, Database Design, Maintenance & Repair, Microsoft SQL Server, ITIL, Oracle, Security, Data Warehousing, SDLC, Troubleshooting, SQL Tuning, Technical Support, Windows, System Administration, Servers, Solaris, AIX, Linux, Operating Systems, Unix Shell Scripting, Performance Tuning, High Availability, Oracle Database, Shell Scripting
Education
Lebanon Senior High School 1988 — 1992
Indiana University-Purdue University at Indianapolis
Computer Technology
Salesforce September 2014 - Present
Indiana University Health May 2014 - September 2014
ExactTarget October 2013 - May 2014
Indiana University Health July 2012 - September 2013
Indiana University Health March 2006 - July 2012
Jefferson National October 2003 - March 2006
AOL Time Warner September 2002 - October 2003
American Investment Bank 1997 - 2002
Tranex Credit Corp 1997 - 2002
Skills
ITIL V3 Foundation, MCTS - SQL Server 2008..., MCITP - Database..., SQL Server, Databases, PL/SQL, Database Administration, Database Management, T-SQL, Database Design, Maintenance & Repair, Microsoft SQL Server, ITIL, Oracle, Security, Data Warehousing, SDLC, Troubleshooting, SQL Tuning, Technical Support, Windows, System Administration, Servers, Solaris, AIX, Linux, Operating Systems, Unix Shell Scripting, Performance Tuning, High Availability, Oracle Database, Shell Scripting
Education
Lebanon Senior High School 1988 — 1992
Indiana University-Purdue University at Indianapolis
Computer Technology
Greg Goulding Greg Goulding's Jefferson National Experience 2001 - 2005
Job Senior Actuary at Prudential Holdings Japan
Industry Insurance
Experience
Prudential Holdings of Japan October 2012 - Present
pwcaarata August 2009 - September 2012
Ambac November 2006 - March 2009
Ambac November 2006 - March 2009
Ambac Financial Group 2006 - 2009
Deloitte Consulting November 2005 - November 2006
Inviva Holding Co., inc July 2001 - November 2005
Jefferson National 2001 - 2005
Deloitte & Touche, LLP July 1999 - July 2001
MetLife August 1986 - June 1999
Skills
Analysis, Banking, Due Diligence, Financial Modeling, Financial Risk, Insurance, Investments, Life Insurance, Mergers, Risk Management, Valuation
Education
University of Michigan
Master of Science & Doctoral, Mathematics
Oberlin College
Bachelor of Arts, Mathematics
Oberlin College 1978 — 1981
B.A, Mathematics
Prudential Holdings of Japan October 2012 - Present
pwcaarata August 2009 - September 2012
Ambac November 2006 - March 2009
Ambac November 2006 - March 2009
Ambac Financial Group 2006 - 2009
Deloitte Consulting November 2005 - November 2006
Inviva Holding Co., inc July 2001 - November 2005
Jefferson National 2001 - 2005
Deloitte & Touche, LLP July 1999 - July 2001
MetLife August 1986 - June 1999
Skills
Analysis, Banking, Due Diligence, Financial Modeling, Financial Risk, Insurance, Investments, Life Insurance, Mergers, Risk Management, Valuation
Education
University of Michigan
Master of Science & Doctoral, Mathematics
Oberlin College
Bachelor of Arts, Mathematics
Oberlin College 1978 — 1981
B.A, Mathematics
Cooper Sinclair, CRC®'s Jefferson National Experience March 2011 - May 2014
Job Senior Consultant at DPL Financial Partners
Industry Financial Services
Experience
DPL Financial Partners January 2015 - Present
Jefferson National March 2011 - May 2014
Sinclair Retirement Counseling / dba Cooper Sinclair Financial May 2009 - October 2013
AEGON Americas April 2008 - August 2009
American Fidelity June 2004 - January 2007
Western & Southern Financial Group March 2003 - June 2004
Shenandoah Life Insurance Company January 2001 - March 2003
Skills
Series 7, Series 63, Series 65, Mutual Funds, Variable Annuities, Variable Life, Life Insurance, Financial Services, Strategic Financial..., Financial Product..., Key Account Management, Sales, Sales Management, Direct Sales, Salesforce.com, Financial Planning
Education
Hanover College 1992 — 1996
Bachelor of Arts (BA)
Anderson High School
Texas Tech University / INFRE
Certified Retirement Counselor designation, Financial Planning and Services
DPL Financial Partners January 2015 - Present
Jefferson National March 2011 - May 2014
Sinclair Retirement Counseling / dba Cooper Sinclair Financial May 2009 - October 2013
AEGON Americas April 2008 - August 2009
American Fidelity June 2004 - January 2007
Western & Southern Financial Group March 2003 - June 2004
Shenandoah Life Insurance Company January 2001 - March 2003
Skills
Series 7, Series 63, Series 65, Mutual Funds, Variable Annuities, Variable Life, Life Insurance, Financial Services, Strategic Financial..., Financial Product..., Key Account Management, Sales, Sales Management, Direct Sales, Salesforce.com, Financial Planning
Education
Hanover College 1992 — 1996
Bachelor of Arts (BA)
Anderson High School
Texas Tech University / INFRE
Certified Retirement Counselor designation, Financial Planning and Services
Angie Mattingly Angie Mattingly's Jefferson National Experience July 2012 - April 2014
Job Account Representative at ADP
Industry Human Resources
Experience
ADP September 2014 - Present
Jefferson National July 2012 - April 2014
ADP October 2010 - June 2012
Aegon October 1997 - July 2010
Skills
Account Management, Legal Compliance, Regulatory Compliance, 401k, Contract Management, Employee Training, Customer Support, Territory Account...
Education
Indiana University Bloomington 1992 — 1996
Bachelor’s Degree, Sociology
Webster University
Master’s Degree, Human Resources Management/Personnel Administration, General
ADP September 2014 - Present
Jefferson National July 2012 - April 2014
ADP October 2010 - June 2012
Aegon October 1997 - July 2010
Skills
Account Management, Legal Compliance, Regulatory Compliance, 401k, Contract Management, Employee Training, Customer Support, Territory Account...
Education
Indiana University Bloomington 1992 — 1996
Bachelor’s Degree, Sociology
Webster University
Master’s Degree, Human Resources Management/Personnel Administration, General
Nicholas Stewart's Jefferson National Experience October 2013 - December 2014
Job Product Specialist at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2015 - Present
Jefferson National October 2013 - December 2014
PNC March 2013 - October 2013
PNC August 2012 - March 2013
Skills
Customer Service, Fundraising, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Financial Analysis, Leadership, Strategic Planning, Microsoft Word, Microsoft Office, Outlook, Time Management, Marketing, Series 63, Banking, Sales, Account Management, Salesforce.com, Series 6, Variable Annuities, Morningstar, Investment Strategies
Education
University of Louisville 2013 — 2014
Master of Business Administration (M.B.A.), Finance
University of Kentucky 2008 — 2011
Bachelor's Degree, English, Business Minor
Hilliard Lyons January 2015 - Present
Jefferson National October 2013 - December 2014
PNC March 2013 - October 2013
PNC August 2012 - March 2013
Skills
Customer Service, Fundraising, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Financial Analysis, Leadership, Strategic Planning, Microsoft Word, Microsoft Office, Outlook, Time Management, Marketing, Series 63, Banking, Sales, Account Management, Salesforce.com, Series 6, Variable Annuities, Morningstar, Investment Strategies
Education
University of Louisville 2013 — 2014
Master of Business Administration (M.B.A.), Finance
University of Kentucky 2008 — 2011
Bachelor's Degree, English, Business Minor
Alex Perkins's Jefferson National Experience May 2014 - Present
Job New Business Specialist at Jefferson National
Industry Financial Services
Experience
Jefferson National May 2014 - Present
Jefferson National September 2013 - May 2014
Malone's Stakehouse November 2012 - June 2013
Commerce Lexington January 2013 - May 2013
Computer Business Applications August 2009 - June 2010
Skills
Event Planning, Event Management, Public Relations, Public Speaking, PowerPoint, Community Outreach, Microsoft Office, Research, Photoshop, Qualitative Research, Microsoft Word, Marketing Communications, Salesforce.com
Education
University of Kentucky 2009 — 2013
Bachelor's degree, Communication and Information Studies
Jefferson National May 2014 - Present
Jefferson National September 2013 - May 2014
Malone's Stakehouse November 2012 - June 2013
Commerce Lexington January 2013 - May 2013
Computer Business Applications August 2009 - June 2010
Skills
Event Planning, Event Management, Public Relations, Public Speaking, PowerPoint, Community Outreach, Microsoft Office, Research, Photoshop, Qualitative Research, Microsoft Word, Marketing Communications, Salesforce.com
Education
University of Kentucky 2009 — 2013
Bachelor's degree, Communication and Information Studies
Rebecca Ruark's Jefferson National Experience November 2014 - Present
Job Territory Sales Consultant at Jefferson National
Industry Financial Services
Experience
Jefferson National November 2014 - Present
Tandem Solution February 2014 - November 2014
GE January 2013 - January 2014
Flautist 2007 - 2013
Skills
Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Cold Calling, Salesforce.com, Placing Orders, Retail Sales Experience, Filing, Cashiering, Photoshop, GIMP, Organization, Academic Tutoring, American Sign Language, Home Repairs
Education
Bellarmine University 2011 — 2013
Bachelor of Arts (BA), Psychology
University of Kentucky 2010 — 2011
Jefferson National November 2014 - Present
Tandem Solution February 2014 - November 2014
GE January 2013 - January 2014
Flautist 2007 - 2013
Skills
Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Cold Calling, Salesforce.com, Placing Orders, Retail Sales Experience, Filing, Cashiering, Photoshop, GIMP, Organization, Academic Tutoring, American Sign Language, Home Repairs
Education
Bellarmine University 2011 — 2013
Bachelor of Arts (BA), Psychology
University of Kentucky 2010 — 2011
Erica Hodge's Jefferson National Experience 2003 - 2007
Job Patient Access Manager with Conifer Health Solutions
Industry Hospital & Health Care
Experience
Conifer Health Solutions June 2015 - Present
Strategic Wealth Designers December 2013 - April 2015
The Mutual Fund Store July 2012 - August 2013
ADP 2007 - 2009
Jefferson National 2003 - 2007
Skills
Securities, Insurance, Process Improvement, Strategic Planning, Customer Service, Mutual Funds, Microsoft Excel, 401k, Microsoft Office, Retirement, Wealth Management, Investment Advisory, Public Speaking, Investments, Financial Services, CRM, IRAs, Variable Annuities, Client Services, Email Marketing, Training, Analysis
Education
Indiana University-Southeast 2005 — 2007
Bachelor of Business Administration (BBA) - In Progress, Business Administration and Management, General
New Albany High School 1999 — 2002
Conifer Health Solutions June 2015 - Present
Strategic Wealth Designers December 2013 - April 2015
The Mutual Fund Store July 2012 - August 2013
ADP 2007 - 2009
Jefferson National 2003 - 2007
Skills
Securities, Insurance, Process Improvement, Strategic Planning, Customer Service, Mutual Funds, Microsoft Excel, 401k, Microsoft Office, Retirement, Wealth Management, Investment Advisory, Public Speaking, Investments, Financial Services, CRM, IRAs, Variable Annuities, Client Services, Email Marketing, Training, Analysis
Education
Indiana University-Southeast 2005 — 2007
Bachelor of Business Administration (BBA) - In Progress, Business Administration and Management, General
New Albany High School 1999 — 2002
Alexander Baines MBA's Jefferson National Experience January 2015 - Present
Job Team Lead Advisor Services at Jefferson National
Industry Financial Services
Experience
Jefferson National January 2015 - Present
Jefferson National October 2012 - Present
Kentucky Youth Advocates August 2012 - September 2012
PACCAR September 2011 - September 2012
Peerless Electronic Supplies May 2011 - August 2011
Peerless Electronic Supplies May 2009 - August 2009
Peerless Electronic Supplies May 2008 - August 2008
Peerless Electronic Supplies May 2007 - August 2007
Skills
Project Management, Sales, Marketing, Inventory Management, SAP, Strategic Planning, Business Strategy, PowerPoint, Leadership, Microsoft Office, Microsoft Excel, Process Improvement, Recruiting, Swag, Microsoft Word, Customer Service, Social Media, Investments, Variable Annuities, Management
Education
University of Louisville 2011 — 2012
Master of Business Administration (MBA), Full-Time Cohort
University of Louisville 2007 — 2011
Master of Business Administration (MBA), Business Administration - Management
St. Francis DeSales High School 2003 — 2007
High School Diploma
Jefferson National January 2015 - Present
Jefferson National October 2012 - Present
Kentucky Youth Advocates August 2012 - September 2012
PACCAR September 2011 - September 2012
Peerless Electronic Supplies May 2011 - August 2011
Peerless Electronic Supplies May 2009 - August 2009
Peerless Electronic Supplies May 2008 - August 2008
Peerless Electronic Supplies May 2007 - August 2007
Skills
Project Management, Sales, Marketing, Inventory Management, SAP, Strategic Planning, Business Strategy, PowerPoint, Leadership, Microsoft Office, Microsoft Excel, Process Improvement, Recruiting, Swag, Microsoft Word, Customer Service, Social Media, Investments, Variable Annuities, Management
Education
University of Louisville 2011 — 2012
Master of Business Administration (MBA), Full-Time Cohort
University of Louisville 2007 — 2011
Master of Business Administration (MBA), Business Administration - Management
St. Francis DeSales High School 2003 — 2007
High School Diploma
Alex Beck, CPA Alex Beck, CPA's Jefferson National Experience December 2013 - March 2015
Job Staff Accountant at ProAssurance
Industry Insurance
Experience
ProAssurance April 2015 - Present
Jefferson National December 2013 - March 2015
Extell Development Company May 2012 - December 2013
Skills
Financial Analysis, Accounting, Financial Reporting, Finance, Financial Accounting, Microsoft Excel, General Ledger, Investments, Financial Statements, Accounts Payable, Internal Controls, Financial Planning, Budgets
Education
Athens State University 2010 — 2011
Bachelor's Degree, Accounting, 3.94
University of Kentucky 2004 — 2009
Bachelor of Science (B.S.), Agricultural Economics
University of Kentucky 2004 — 2009
Bachelor of Science (B.S.), Communications and Leadership Development
ProAssurance April 2015 - Present
Jefferson National December 2013 - March 2015
Extell Development Company May 2012 - December 2013
Skills
Financial Analysis, Accounting, Financial Reporting, Finance, Financial Accounting, Microsoft Excel, General Ledger, Investments, Financial Statements, Accounts Payable, Internal Controls, Financial Planning, Budgets
Education
Athens State University 2010 — 2011
Bachelor's Degree, Accounting, 3.94
University of Kentucky 2004 — 2009
Bachelor of Science (B.S.), Agricultural Economics
University of Kentucky 2004 — 2009
Bachelor of Science (B.S.), Communications and Leadership Development
Ann M. Raible's Jefferson National Experience December 2006 - Present
Job Chief Business Development Officer
Industry Financial Services
Experience
Jefferson National December 2006 - Present
TIAA-CREF 2001 - 2005
Aegon, Advisor Resources 1997 - 2001
Skills
Mutual Funds, Investment Advisory, Wealth Management, Investments, Portfolio Management, Life Insurance, Securities, Retirement Planning, Asset Allocation, Asset Management, Business Development, Retirement, Insurance
Education
University of Louisville 1992 — 1997
Jefferson National December 2006 - Present
TIAA-CREF 2001 - 2005
Aegon, Advisor Resources 1997 - 2001
Skills
Mutual Funds, Investment Advisory, Wealth Management, Investments, Portfolio Management, Life Insurance, Securities, Retirement Planning, Asset Allocation, Asset Management, Business Development, Retirement, Insurance
Education
University of Louisville 1992 — 1997
Cody Williams's Jefferson National Experience December 2012 - Present
Job Territory Manager at Jefferson National
Industry Financial Services
Experience
Jefferson National December 2012 - Present
Jefferson National August 2012 - December 2012
Jefferson National August 2011 - August 2012
Batteries Plus July 2008 - September 2010
Viamedia May 2010 - July 2010
Skills
Series 6, Series 63, Insurance, Fixed Annuities, Life Insurance, Marketing, Mutual Funds, Investments, Sales Operations, Investment Advisory, Retirement Planning, Sales
Education
University of Louisville 2013 — 2015
Master of Business Administration (MBA), Business/Commerce, General
University of Kentucky 2007 — 2011
Degree: Bachelor of Science, Business Management
Jefferson National December 2012 - Present
Jefferson National August 2012 - December 2012
Jefferson National August 2011 - August 2012
Batteries Plus July 2008 - September 2010
Viamedia May 2010 - July 2010
Skills
Series 6, Series 63, Insurance, Fixed Annuities, Life Insurance, Marketing, Mutual Funds, Investments, Sales Operations, Investment Advisory, Retirement Planning, Sales
Education
University of Louisville 2013 — 2015
Master of Business Administration (MBA), Business/Commerce, General
University of Kentucky 2007 — 2011
Degree: Bachelor of Science, Business Management
Andrew Gelbard's Jefferson National Experience July 2010 - December 2010
Job Regional Media Supervisor at MediaCom
Industry Marketing and Advertising
Experience
MediaCom February 2015 - Present
Starcom MediaVest Group March 2011 - Present
Jefferson National July 2010 - December 2010
Vector Media New York June 2009 - June 2010
The AdSolution June 2007 - August 2007
Skills
Research, Project Management, Social Media, Advertising, Strategic Planning, Marketing Strategy, Online Advertising, Marketing, Marketing Communications, Media Planning, Competitive Analysis, CRM, Public Speaking, Sales, Facebook
Education
University of Rochester 2005 — 2009
BA, Political Science
MediaCom February 2015 - Present
Starcom MediaVest Group March 2011 - Present
Jefferson National July 2010 - December 2010
Vector Media New York June 2009 - June 2010
The AdSolution June 2007 - August 2007
Skills
Research, Project Management, Social Media, Advertising, Strategic Planning, Marketing Strategy, Online Advertising, Marketing, Marketing Communications, Media Planning, Competitive Analysis, CRM, Public Speaking, Sales, Facebook
Education
University of Rochester 2005 — 2009
BA, Political Science
Heather Riczo's Jefferson National Experience June 2012 - November 2012
Job at Class Act Federal Credit Union
Industry Financial Services
Experience
Class Act Federal Credit Union March 2014 - Present
Class Act Federal Credit Union December 2012 - Present
Jefferson National June 2012 - November 2012
Citizens Bank July 2011 - June 2012
Numark Industries 2008 - 2010
Skills
Outlook Express, Microsoft Excel, Microsoft Office, SPSS, Notary Public, Spanish, Italian, Organizational..., Public Speaking, Oral & Written..., Quantitative Research, Customer Service
Education
Bellarmine University 2007 — 2011
Bachelor of Arts (B.A.), History/English focus in Political Science
Class Act Federal Credit Union March 2014 - Present
Class Act Federal Credit Union December 2012 - Present
Jefferson National June 2012 - November 2012
Citizens Bank July 2011 - June 2012
Numark Industries 2008 - 2010
Skills
Outlook Express, Microsoft Excel, Microsoft Office, SPSS, Notary Public, Spanish, Italian, Organizational..., Public Speaking, Oral & Written..., Quantitative Research, Customer Service
Education
Bellarmine University 2007 — 2011
Bachelor of Arts (B.A.), History/English focus in Political Science
David M. Reed's Jefferson National Experience 1999 - 2010
Job Information Technology Professional
Industry Accounting
Experience
IndraSoft, Inc. and Netvision Resources Inc. 2012 - 2015
American Commercial Lines 2010 - 2012
Jefferson National 1999 - 2010
ARM Financial Group 1995 - 1999
Unlimited Solutions 1993 - 1995
Metrodata 1990 - 1993
Action Buildings May 1990 - December 1990
Albright and Fortenberry December 1989 - April 1990
Skills
Passed CPA Exam, Passed Enrolled Agent..., Microsoft Excel Expert, Oracle, SQL, Indivudual Income Tax, Payroll Taxes, Payroll Processing, Visual Basic, ColdFusion, Oracle Forms, SDLC, CMMI, XML, RoboHelp, VBA, Java, HTML, CSS, ASP, Windows
Education
Auburn University at Montgomery
Master of Accountancy, December 2016
Columbus State University
Bachelor of Science in Mathematics, Computer Science, August 1989, Non-degree 2nd Major: Accounting, 4.0 GPA in Accounting May 1990
IndraSoft, Inc. and Netvision Resources Inc. 2012 - 2015
American Commercial Lines 2010 - 2012
Jefferson National 1999 - 2010
ARM Financial Group 1995 - 1999
Unlimited Solutions 1993 - 1995
Metrodata 1990 - 1993
Action Buildings May 1990 - December 1990
Albright and Fortenberry December 1989 - April 1990
Skills
Passed CPA Exam, Passed Enrolled Agent..., Microsoft Excel Expert, Oracle, SQL, Indivudual Income Tax, Payroll Taxes, Payroll Processing, Visual Basic, ColdFusion, Oracle Forms, SDLC, CMMI, XML, RoboHelp, VBA, Java, HTML, CSS, ASP, Windows
Education
Auburn University at Montgomery
Master of Accountancy, December 2016
Columbus State University
Bachelor of Science in Mathematics, Computer Science, August 1989, Non-degree 2nd Major: Accounting, 4.0 GPA in Accounting May 1990
Ryan Wright Ryan Wright's Jefferson National Experience October 2012 - January 2015
Job Associate Account Executive at Travelers
Industry Financial Services
Experience
Travelers January 2015 - Present
Jefferson National October 2012 - January 2015
Hilliard Lyons February 2012 - May 2012
Arkansas Capital Corporation May 2011 - August 2011
Simply Home Lending, Inc. 2010 - 2010
Pleasant Valley Country Club May 2004 - May 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, SPSS, Keynote, iWork, Entrepreneurship, Time Management, Program Management, Series 6, Life Insurance, Series 63, Account Management, Customer Service, Sales, Sales Operations
Education
University of Arkansas at Fayetteville 2007 — 2011
BS, Business Administration/Entrepreneurship, Marketing
Travelers January 2015 - Present
Jefferson National October 2012 - January 2015
Hilliard Lyons February 2012 - May 2012
Arkansas Capital Corporation May 2011 - August 2011
Simply Home Lending, Inc. 2010 - 2010
Pleasant Valley Country Club May 2004 - May 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, SPSS, Keynote, iWork, Entrepreneurship, Time Management, Program Management, Series 6, Life Insurance, Series 63, Account Management, Customer Service, Sales, Sales Operations
Education
University of Arkansas at Fayetteville 2007 — 2011
BS, Business Administration/Entrepreneurship, Marketing
Alan Veal, CFP's Jefferson National Experience Senior Financial ConsultantCommonwealth Bank and Trust CompanyJanuary 2007 - March 2009
Job MidWest Regional Manager at Jefferson National
Industry Financial Services
Experience
Jefferson National Senior Financial ConsultantCommonwealth Bank and Trust CompanyJanuary 2007 - March 2009
TIAA-CREF January 2005 - December 2006
Education
University of Louisville 1980 — 1983
BA, English
Jefferson National Senior Financial ConsultantCommonwealth Bank and Trust CompanyJanuary 2007 - March 2009
TIAA-CREF January 2005 - December 2006
Education
University of Louisville 1980 — 1983
BA, English
Valerie Sparling's Jefferson National Experience 2009 - 2011
Job Healthcare Consultant KentuckyOneHealth
Industry Information Technology and Services
Experience
KentuckyOneHealth July 2013 - Present
Projects Inc 2003 - Present
Toyota Tshusho November 2011 - December 2012
Jefferson National 2009 - 2011
Skills
Management, Consulting, Mergers & Acquisitions, Finance, Analytics, Risk Management, Business Process..., Expert in re-organizing..., Expert in Healthcare &..., Auditing, Portfolio Management, Project Management, Project Planning, Team Leadership, Process Improvement, Business Strategy, Business Development, Product Development, Strategic Planning, Negotiation, Microsoft Office, Business Analysis, Program Management, Analysis and Data Mining, Analysis
Education
University of Louisville
Bachelor of Arts (B.A.)
Healthcare Financial Management Association
Graduate, Healthcare & Financial Audit Program
KentuckyOneHealth July 2013 - Present
Projects Inc 2003 - Present
Toyota Tshusho November 2011 - December 2012
Jefferson National 2009 - 2011
Skills
Management, Consulting, Mergers & Acquisitions, Finance, Analytics, Risk Management, Business Process..., Expert in re-organizing..., Expert in Healthcare &..., Auditing, Portfolio Management, Project Management, Project Planning, Team Leadership, Process Improvement, Business Strategy, Business Development, Product Development, Strategic Planning, Negotiation, Microsoft Office, Business Analysis, Program Management, Analysis and Data Mining, Analysis
Education
University of Louisville
Bachelor of Arts (B.A.)
Healthcare Financial Management Association
Graduate, Healthcare & Financial Audit Program
Heather Harrison's Jefferson National Experience April 2008 - December 2008
Job Finance Director
Industry Internet
Experience
Some Spider August 2014 - Present
Quidsi Inc. April 2013 - May 2014
Quidsi Inc. August 2010 - April 2013
TD Ameritrade Institutional February 2009 - August 2010
Jefferson National April 2008 - December 2008
Huron Consulting Group August 2006 - April 2008
Education
Lehigh University - College of Business and Economics
M.S. in Analytical Finance
Lehigh University - College of Business and Economics
B.S. in Finance and Economics, Minor in Psychology
Some Spider August 2014 - Present
Quidsi Inc. April 2013 - May 2014
Quidsi Inc. August 2010 - April 2013
TD Ameritrade Institutional February 2009 - August 2010
Jefferson National April 2008 - December 2008
Huron Consulting Group August 2006 - April 2008
Education
Lehigh University - College of Business and Economics
M.S. in Analytical Finance
Lehigh University - College of Business and Economics
B.S. in Finance and Economics, Minor in Psychology
Liz Wisdom, CIMA's Jefferson National Experience December 2012 - Present
Job Director, Key Accounts at Jefferson National
Industry Financial Services
Experience
Jefferson National December 2012 - Present
Hilliard Lyons April 2006 - December 2012
Skills
Series 63, Series 7, Series 24, Series 53, Series 65, Investment Advisory, Mutual Funds, Separately Managed..., CIMA
Education
University of Kentucky 1995 — 2000
BA, Finance
Jefferson National December 2012 - Present
Hilliard Lyons April 2006 - December 2012
Skills
Series 63, Series 7, Series 24, Series 53, Series 65, Investment Advisory, Mutual Funds, Separately Managed..., CIMA
Education
University of Kentucky 1995 — 2000
BA, Finance
Jim Czerwonka MBA,CISA,CISM,CFE,CFSA,CHSE's Jefferson National Experience 2005 - 2006
Job Senior Compliance Specialist at SDGblue
Industry Information Technology and Services
Experience
SDGblue, LLC May 2009 - Present
Resources Global Professionals October 2006 - May 2009
Resources Global Professionals October 2006 - May 2009
Jefferson National 2005 - 2006
Fort Knox National Company 2003 - 2005
Orr Safety 2001 - 2003
Ralcorp Frozen Bakery Products 1999 - 2001
Ernst & Young 1998 - 1999
Brown & Williamson Tobacco 1996 - 1998
Deloitte 1988 - 1994
Skills
IT Audit, Process Engineering, SOX, Compliance, Audit, Healthcare, Business Process, IT Management, Risk Management, Internal Audit, Internal Controls, Auditing, Change Management, CISA, Strategic Planning, Security, Risk Assessment, Mergers, Insurance, Business Process..., Risk, SAS70, SDLC, Enterprise Risk..., Business Continuity, Manufacturing, COBIT, ERP, Policy, IT Governance, Sarbanes-Oxley Act, Governance, Management, Project Management, Information Security, Mergers & Acquisitions, Fraud, Security Audits, Information Technology, Security Awareness, Disaster Recovery, Process Improvement, CISSP, PCI DSS, ISO 27001, Professional Services, Sarbanes-Oxley, Enterprise Software, IT Strategy, Computer Security
Education
University of Phoenix 2004 — 2006
MBA, Technology Management
Bellarmine University 1977 — 1980
BA, Business Administration
SDGblue, LLC May 2009 - Present
Resources Global Professionals October 2006 - May 2009
Resources Global Professionals October 2006 - May 2009
Jefferson National 2005 - 2006
Fort Knox National Company 2003 - 2005
Orr Safety 2001 - 2003
Ralcorp Frozen Bakery Products 1999 - 2001
Ernst & Young 1998 - 1999
Brown & Williamson Tobacco 1996 - 1998
Deloitte 1988 - 1994
Skills
IT Audit, Process Engineering, SOX, Compliance, Audit, Healthcare, Business Process, IT Management, Risk Management, Internal Audit, Internal Controls, Auditing, Change Management, CISA, Strategic Planning, Security, Risk Assessment, Mergers, Insurance, Business Process..., Risk, SAS70, SDLC, Enterprise Risk..., Business Continuity, Manufacturing, COBIT, ERP, Policy, IT Governance, Sarbanes-Oxley Act, Governance, Management, Project Management, Information Security, Mergers & Acquisitions, Fraud, Security Audits, Information Technology, Security Awareness, Disaster Recovery, Process Improvement, CISSP, PCI DSS, ISO 27001, Professional Services, Sarbanes-Oxley, Enterprise Software, IT Strategy, Computer Security
Education
University of Phoenix 2004 — 2006
MBA, Technology Management
Bellarmine University 1977 — 1980
BA, Business Administration
Robert Borgert's Jefferson National Experience September 2014 - Present
Job Chief Marketing Officer at Jefferson National
Industry Financial Services
Experience
Jefferson National September 2014 - Present
Jefferson National 2015 - 2015
Jefferson National 2015 - 2015
Jefferson National November 2012 - September 2014
LexisNexis August 2011 - November 2012
Luxottica Retail/EyeMed Vision Care April 2009 - March 2011
Xanodyne Pharmaceuticals November 2007 - April 2009
Procter & Gamble 1996 - 2007
Skills
Influencer Marketing, B2B Marketing, B2C marketing, Launch Of New Products, Marketing Strategy, Direct Marketing, Digital Marketing, Customer Acquisition, Customer Experience, Brand Messaging, Brand Development, Brand Architecture, Marketing, Customer Insight, Sales, Marketing Communications, Segmentation, Strategic Planning, Market Planning, Lead Generation, Product Launch, Leadership, Trade Shows, Corporate Branding, Product Development, Global Marketing, Positioning, Strategy, Integrated Marketing, Cross-functional Team...
Education
University of Dayton 1991 — 1995
Eastern Kentucky University 1989 — 1991
Zoology
Beavercreek High School 1987 — 1989
Diploma, General Studies
Jefferson National September 2014 - Present
Jefferson National 2015 - 2015
Jefferson National 2015 - 2015
Jefferson National November 2012 - September 2014
LexisNexis August 2011 - November 2012
Luxottica Retail/EyeMed Vision Care April 2009 - March 2011
Xanodyne Pharmaceuticals November 2007 - April 2009
Procter & Gamble 1996 - 2007
Skills
Influencer Marketing, B2B Marketing, B2C marketing, Launch Of New Products, Marketing Strategy, Direct Marketing, Digital Marketing, Customer Acquisition, Customer Experience, Brand Messaging, Brand Development, Brand Architecture, Marketing, Customer Insight, Sales, Marketing Communications, Segmentation, Strategic Planning, Market Planning, Lead Generation, Product Launch, Leadership, Trade Shows, Corporate Branding, Product Development, Global Marketing, Positioning, Strategy, Integrated Marketing, Cross-functional Team...
Education
University of Dayton 1991 — 1995
Eastern Kentucky University 1989 — 1991
Zoology
Beavercreek High School 1987 — 1989
Diploma, General Studies
Bob Evancho's Jefferson National Experience 2003 - 2006
Job Project Manager at Kentucky.gov
Industry Information Technology and Services
Experience
Kentucky.gov August 2006 - Present
Inviva 2003 - 2006
Jefferson National 2003 - 2006
Aegon 1988 - 2002
Skills
Program Management, Data Warehousing, Process Improvement, Business Analysis, Integration, SharePoint, Business Process..., Business Intelligence, Requirements Analysis, Project Planning, Software Development, Project Management, PMP, Agile Methodologies, Product Development, Troubleshooting, Visio, Security, Insurance, Team Building, Change Management, Strategic Planning, IT Management, Analysis, Budgets, Disaster Recovery
Education
Bellarmine University 1991 — 1995
MBA
University of Louisville
BSC, Management
Kentucky.gov August 2006 - Present
Inviva 2003 - 2006
Jefferson National 2003 - 2006
Aegon 1988 - 2002
Skills
Program Management, Data Warehousing, Process Improvement, Business Analysis, Integration, SharePoint, Business Process..., Business Intelligence, Requirements Analysis, Project Planning, Software Development, Project Management, PMP, Agile Methodologies, Product Development, Troubleshooting, Visio, Security, Insurance, Team Building, Change Management, Strategic Planning, IT Management, Analysis, Budgets, Disaster Recovery
Education
Bellarmine University 1991 — 1995
MBA
University of Louisville
BSC, Management
Courtney Erickson's Jefferson National Experience HR Managergeneral electric1998 - 2005
Job HR Director at Jefferson National
Industry Insurance
Experience
Jefferson National HR Managergeneral electric1998 - 2005
GE Consumer & Industrial 1998 - 2005
Education
Transylvania University 1990 — 1994
Jefferson National HR Managergeneral electric1998 - 2005
GE Consumer & Industrial 1998 - 2005
Education
Transylvania University 1990 — 1994
Sarah Cattan's Jefferson National Experience June 2012 - Present
Job Territory Consultant at Jefferson National
Industry Financial Services
Experience
Jefferson National June 2012 - Present
Sarah Cattan Photography April 2012 - Present
Unifirst January 2012 - May 2012
Skills
Sales, Cold Calling, Sales Operations, Social Media, Time Management, Sales Process, Social Media Marketing, Blogging, Relationship Management, PowerPoint, Sales Presentations, Variable Annuities, Customer Service, Photography, Salesforce.com, Word, Brand Awareness, Wedding Photography, Consumer Interaction, Facebook, B2B, Marketing Strategy, Social Networking, Account Management, Series 63, Insurance
Education
University of Louisville 2007 — 2012
Bachelor of Science (B.S.), Business, 3.4
Jefferson National June 2012 - Present
Sarah Cattan Photography April 2012 - Present
Unifirst January 2012 - May 2012
Skills
Sales, Cold Calling, Sales Operations, Social Media, Time Management, Sales Process, Social Media Marketing, Blogging, Relationship Management, PowerPoint, Sales Presentations, Variable Annuities, Customer Service, Photography, Salesforce.com, Word, Brand Awareness, Wedding Photography, Consumer Interaction, Facebook, B2B, Marketing Strategy, Social Networking, Account Management, Series 63, Insurance
Education
University of Louisville 2007 — 2012
Bachelor of Science (B.S.), Business, 3.4
Cynthia Holbrook's Jefferson National Experience November 2013 - Present
Job Financial Reporting at Jefferson National
Industry Financial Services
Experience
Jefferson National November 2013 - Present
Jefferson National 2003 - October 2013
Skills
Sarbanes-Oxley Act, Insurance, Internal Controls, Accounting, Due Diligence, Tax Accounting, Financial Analysis, Wealth Management, Risk Management
Education
Sullivan University 1996 — 2000
BSBA, Accounting
Jefferson National November 2013 - Present
Jefferson National 2003 - October 2013
Skills
Sarbanes-Oxley Act, Insurance, Internal Controls, Accounting, Due Diligence, Tax Accounting, Financial Analysis, Wealth Management, Risk Management
Education
Sullivan University 1996 — 2000
BSBA, Accounting
Jeremy T. Rogers's Jefferson National Experience March 2013 - Present
Job Helping New York advisors create tax alpha for High Net Worth clients
Industry Financial Services
Experience
Jefferson National March 2013 - Present
HWI, Inc. 2010 - January 2013
Hilliard Lyons, Merrill Lynch, Morgan Keegan 2000 - 2010
TGI Group 1997 - 1999
Skills
Financial Analysis, Portfolio Management, Investments, Strategic Financial..., Wealth Management, Oil & Gas Industry, Derivatives, Options Strategies, Corporate Finance, Insurance, Business Development, Risk Management, Banking, Leadership, Financial Planning, Management, Strategic Planning, Sales
Education
Bellarmine University 1992 — 1996
Bachelor of Arts (B.A.), Economics and Business Administration
Jefferson National March 2013 - Present
HWI, Inc. 2010 - January 2013
Hilliard Lyons, Merrill Lynch, Morgan Keegan 2000 - 2010
TGI Group 1997 - 1999
Skills
Financial Analysis, Portfolio Management, Investments, Strategic Financial..., Wealth Management, Oil & Gas Industry, Derivatives, Options Strategies, Corporate Finance, Insurance, Business Development, Risk Management, Banking, Leadership, Financial Planning, Management, Strategic Planning, Sales
Education
Bellarmine University 1992 — 1996
Bachelor of Arts (B.A.), Economics and Business Administration
Steven Piaker's Jefferson National Experience December 2011 - Present
Job Managing Partner, Financial Partners, Napier Park Global Capital
Industry Investment Management
Experience
Financial Partners, Napier Park Global Capital July 2011 - Present
Bill.com December 2011 - Present
Jefferson National December 2011 - Present
Softgate Systems, Inc January 2013 - Present
Napier Park Railcar Leasing Fund May 2013 - Present
CCP Equity Partners July 1994 - July 2011
Paycycle 2002 - 2009
Conseco Private Capital Group March 1992 - May 1994
GE Capital, Corporate Finance Group 1988 - 1991
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA, Finance
University of Rochester 1980 — 1984
BA, Economics
Financial Partners, Napier Park Global Capital July 2011 - Present
Bill.com December 2011 - Present
Jefferson National December 2011 - Present
Softgate Systems, Inc January 2013 - Present
Napier Park Railcar Leasing Fund May 2013 - Present
CCP Equity Partners July 1994 - July 2011
Paycycle 2002 - 2009
Conseco Private Capital Group March 1992 - May 1994
GE Capital, Corporate Finance Group 1988 - 1991
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA, Finance
University of Rochester 1980 — 1984
BA, Economics
Kathy Diradour's Jefferson National Experience January 1989 - August 1990
Job REALTOR at Long and Foster REALTORS
Industry Real Estate
Experience
Long and Foster REALTORS June 2009 - Present
State Farm Insurance, Agent George Diradour 1993 - 2001
Jefferson National January 1989 - August 1990
Education
Barton College 1976 — 1980
BS, Business Administration
Long and Foster REALTORS June 2009 - Present
State Farm Insurance, Agent George Diradour 1993 - 2001
Jefferson National January 1989 - August 1990
Education
Barton College 1976 — 1980
BS, Business Administration
Robert Jefferson's Jefferson National Experience 2001 - 2011
Job Founder at Jefferson & Associates
Industry Insurance
Experience
Jefferson & Associates January 2012 - Present
Liberty International Underwriters August 2007 - November 2011
Jefferson National 2001 - 2011
ACE-INA 1999 - 2006
Prudential Financial 1996 - 1999
American Life Insurance Co. (AIG) 1982 - 1992
Coopers & Lybrand 1968 - 1982
Education
Dickinson College 1964 — 1968
ba, history
Jefferson & Associates January 2012 - Present
Liberty International Underwriters August 2007 - November 2011
Jefferson National 2001 - 2011
ACE-INA 1999 - 2006
Prudential Financial 1996 - 1999
American Life Insurance Co. (AIG) 1982 - 1992
Coopers & Lybrand 1968 - 1982
Education
Dickinson College 1964 — 1968
ba, history
Jeff Chandler's Jefferson National Experience January 2000 - Present
Job CTO at Jefferson National
Industry Insurance
Experience
Jefferson National January 2000 - Present
Skills
Virtualization, Project Management, Disaster Recovery, IT Management, Data Center, Security, Active Directory, Integration, Program Management, Software Development, SDLC
Education
University of Louisville 1983 — 1987
Bachelors of Science, Engineering Math & Computer Science
United States Military Academy at West Point 1982 — 1983
Jefferson National January 2000 - Present
Skills
Virtualization, Project Management, Disaster Recovery, IT Management, Data Center, Security, Active Directory, Integration, Program Management, Software Development, SDLC
Education
University of Louisville 1983 — 1987
Bachelors of Science, Engineering Math & Computer Science
United States Military Academy at West Point 1982 — 1983
Chad Smedley's Jefferson National Experience April 2011 - Present
Job Manager, Technology Development at Jefferson National
Industry Information Technology and Services
Experience
Jefferson National April 2011 - Present
Affiliated Computer Services January 2007 - April 2011
Affiliated Computer Services July 2001 - January 2007
Affiliated Computer Services March 2000 - June 2003
Systems & Computer Technology April 2000 - June 2001
Systems & Computer Technology February 2000 - March 2000
Systems & Computer Technology July 1998 - January 2000
Skills
Objective-C, Xcode, SQL, PL/SQL, Pro*C, Java, Eclipse, Visual Studio, Oracle, Visual Basic, HTML + CSS, iPhone
Education
Transylvania University 1994 — 1998
Bachelor of Arts, Computer Science
Jefferson National April 2011 - Present
Affiliated Computer Services January 2007 - April 2011
Affiliated Computer Services July 2001 - January 2007
Affiliated Computer Services March 2000 - June 2003
Systems & Computer Technology April 2000 - June 2001
Systems & Computer Technology February 2000 - March 2000
Systems & Computer Technology July 1998 - January 2000
Skills
Objective-C, Xcode, SQL, PL/SQL, Pro*C, Java, Eclipse, Visual Studio, Oracle, Visual Basic, HTML + CSS, iPhone
Education
Transylvania University 1994 — 1998
Bachelor of Arts, Computer Science
Thomas Mattingly's Jefferson National Experience 2007 - August 2010
Job Systems Engineer at BrownForman
Industry Wine and Spirits
Experience
Brown-Forman June 2013 - Present
Commonwealth Bank & Trust September 2010 - June 2013
Ares Technologies October 2008 - August 2010
Jefferson National 2007 - August 2010
Louisville Saints Football January 2009 - March 2010
Humana October 2005 - October 2007
Grindmaster Corporation 2002 - 2005
TechRepublic 2001 - 2002
Grindmaster Corporation 1998 - 2001
US Navy June 1990 - June 1998
Skills
Systems Engineering, Network Engineering, Virtualization, Storage Area Networks, VoIP, Wireless Networking, Network Security, Electronics, VMware, Cisco, Windows Server 2008, Network Design, WLAN, Active Directory, Routers, Firewalls, Microsoft Office..., Microsoft Lync Server, Network Administration, Windows Server, Cisco Technologies, DNS, SAN, VPN, Servers, Networking
Education
University of Louisville 2001 — 2002
Liberal Arts
University of Maryland 1991 — 1992
Liberal Arts
Valley High School 1986 — 1990
Diploma
Brown-Forman June 2013 - Present
Commonwealth Bank & Trust September 2010 - June 2013
Ares Technologies October 2008 - August 2010
Jefferson National 2007 - August 2010
Louisville Saints Football January 2009 - March 2010
Humana October 2005 - October 2007
Grindmaster Corporation 2002 - 2005
TechRepublic 2001 - 2002
Grindmaster Corporation 1998 - 2001
US Navy June 1990 - June 1998
Skills
Systems Engineering, Network Engineering, Virtualization, Storage Area Networks, VoIP, Wireless Networking, Network Security, Electronics, VMware, Cisco, Windows Server 2008, Network Design, WLAN, Active Directory, Routers, Firewalls, Microsoft Office..., Microsoft Lync Server, Network Administration, Windows Server, Cisco Technologies, DNS, SAN, VPN, Servers, Networking
Education
University of Louisville 2001 — 2002
Liberal Arts
University of Maryland 1991 — 1992
Liberal Arts
Valley High School 1986 — 1990
Diploma
Sarah Hardesty's Jefferson National Experience February 2007 - December 2008
Job Manager at Blue & Co., LLC
Industry Construction
Experience
Blue & Co., LLC January 2011 - Present
Douglas R. Wise & Company, P.S.C. December 2009 - January 2011
Procarent December 2008 - December 2009
Jefferson National February 2007 - December 2008
KPMG January 1999 - January 2007
Skills
Healthcare, Accounting, Non-profits, Budgeting, Financial Reporting, Auditing, Corporate Finance, Internal Controls, Financial Analysis, GAAP, Financial Accounting, CPA, Cash Flow, Internal Audit, General Ledger, Process Improvement, US GAAP, External Audit, Financial Statements
Education
University of Kentucky 1997 — 1998
Master of Business Administration (MBA), Accounting and Finance
University of Kentucky 1993 — 1997
Bachelor of Business Administration (BBA), Accounting and Finance
Blue & Co., LLC January 2011 - Present
Douglas R. Wise & Company, P.S.C. December 2009 - January 2011
Procarent December 2008 - December 2009
Jefferson National February 2007 - December 2008
KPMG January 1999 - January 2007
Skills
Healthcare, Accounting, Non-profits, Budgeting, Financial Reporting, Auditing, Corporate Finance, Internal Controls, Financial Analysis, GAAP, Financial Accounting, CPA, Cash Flow, Internal Audit, General Ledger, Process Improvement, US GAAP, External Audit, Financial Statements
Education
University of Kentucky 1997 — 1998
Master of Business Administration (MBA), Accounting and Finance
University of Kentucky 1993 — 1997
Bachelor of Business Administration (BBA), Accounting and Finance
Aaron Majka's Jefferson National Experience September 2010 - May 2012
Job SMB Core Technology Account Manager South Florida
Industry Information Technology and Services
Experience
Oracle June 2014 - Present
Oracle August 2012 - June 2014
Jefferson National September 2010 - May 2012
Sun Life Financial March 2007 - September 2010
John Hancock Financial Services February 2005 - March 2007
Skills
Enterprise Software, Solution Selling, SaaS, Channel Partners, Management, Mutual Funds, Siebel, Salesforce.com, Professional Services, Cloud Computing, Sales Process, Oracle, Direct Sales, CRM, Variable Annuities, Series 6, Series 63, Virtualization, Data Center, Personal Branding, Financial Markets, Product Development, Business Planning, Wholesale, Life Insurance, High Availability, Big Data, Hardware Servers, Presentations, Oracle Database..., Oracle Virtual Network..., Sales Presentation..., Relationship..., Process Implementation, Client Development, Oracle Engineer Systems, Stock Market, Limited Partnerships, Engineer Systems, IaaS, Networking, ERP, PaaS, Database Security, Identity Management, DBaaS, Sales Presentations
Education
Massachusetts College of Liberal Arts 1997 — 2001
Bachelor's degree, Finance
Ludlow High School 1992 — 1996
Oracle June 2014 - Present
Oracle August 2012 - June 2014
Jefferson National September 2010 - May 2012
Sun Life Financial March 2007 - September 2010
John Hancock Financial Services February 2005 - March 2007
Skills
Enterprise Software, Solution Selling, SaaS, Channel Partners, Management, Mutual Funds, Siebel, Salesforce.com, Professional Services, Cloud Computing, Sales Process, Oracle, Direct Sales, CRM, Variable Annuities, Series 6, Series 63, Virtualization, Data Center, Personal Branding, Financial Markets, Product Development, Business Planning, Wholesale, Life Insurance, High Availability, Big Data, Hardware Servers, Presentations, Oracle Database..., Oracle Virtual Network..., Sales Presentation..., Relationship..., Process Implementation, Client Development, Oracle Engineer Systems, Stock Market, Limited Partnerships, Engineer Systems, IaaS, Networking, ERP, PaaS, Database Security, Identity Management, DBaaS, Sales Presentations
Education
Massachusetts College of Liberal Arts 1997 — 2001
Bachelor's degree, Finance
Ludlow High School 1992 — 1996
Eric Schwartz's Jefferson National Experience January 2012 - Present
Job Chairman and CEO, 76 West Holdings
Industry Financial Services
Experience
Applied Data Finance December 2014 - Present
Demica July 2014 - Present
Atlanta Hawks March 2014 - Present
Allied World October 2013 - Present
Jefferson National January 2012 - Present
Gold Bullion International January 2012 - Present
Indostar Capital Finance April 2011 - Present
Prosper Marketplace March 2012 - January 2013
Nikko Asset Management July 2008 - December 2009
Goldman Sachs August 1985 - June 2007
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science (BS)
Applied Data Finance December 2014 - Present
Demica July 2014 - Present
Atlanta Hawks March 2014 - Present
Allied World October 2013 - Present
Jefferson National January 2012 - Present
Gold Bullion International January 2012 - Present
Indostar Capital Finance April 2011 - Present
Prosper Marketplace March 2012 - January 2013
Nikko Asset Management July 2008 - December 2009
Goldman Sachs August 1985 - June 2007
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science (BS)
Alex Dadds's Jefferson National Experience June 2015 - Present
Job Corporate Development Analyst at Jefferson National
Industry Financial Services
Experience
Jefferson National June 2015 - Present
Kenyan Kids Foundation June 2013 - Present
CaseStack September 2014 - April 2015
UPS June 2013 - September 2014
Brown-Forman May 2012 - August 2012
Honest Tea May 2011 - April 2012
Habitat for Humanity of Washington, D.C. May 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Treasury, Marketing, Non-profits, Corporate Finance, Financial Analysis, People Skills, Microsoft Exchange, Project Planning, Nonprofits, Leadership, Market Research, Finance, Financial Modeling, Forecasting, Management
Education
The George Washington University 2009 — 2013
Bachelor of Business Administration (BBA), International Business & Finance
Trinity High School 2005 — 2009
Diploma
Jefferson National June 2015 - Present
Kenyan Kids Foundation June 2013 - Present
CaseStack September 2014 - April 2015
UPS June 2013 - September 2014
Brown-Forman May 2012 - August 2012
Honest Tea May 2011 - April 2012
Habitat for Humanity of Washington, D.C. May 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Treasury, Marketing, Non-profits, Corporate Finance, Financial Analysis, People Skills, Microsoft Exchange, Project Planning, Nonprofits, Leadership, Market Research, Finance, Financial Modeling, Forecasting, Management
Education
The George Washington University 2009 — 2013
Bachelor of Business Administration (BBA), International Business & Finance
Trinity High School 2005 — 2009
Diploma
Tracie Schuler's Jefferson National Experience Annuity Services and Customer ServiceIntegrity Life InsuranceJanuary 2001 - November 2002
Job Annuity Analysts and Customer Service at Jefferson National
Industry Insurance
Experience
Jefferson National Annuity Services and Customer ServiceIntegrity Life InsuranceJanuary 2001 - November 2002
Education
Jefferson Community College 1988 — 1991
business
Jefferson National Annuity Services and Customer ServiceIntegrity Life InsuranceJanuary 2001 - November 2002
Education
Jefferson Community College 1988 — 1991
business
Danny Gawarecki's Jefferson National Experience November 2002 - June 2004
Job Lead Application Developer at UPS
Industry Transportation/Trucking/Railroad
Experience
UPS January 2013 - Present
UPS March 2008 - December 2012
UPS June 2004 - March 2008
Jefferson National November 2002 - June 2004
Trover Solutions February 2002 - November 2002
Trover Solutions December 2000 - February 2002
Trover Solutions January 2000 - December 2000
Skills
Oracle PL/SQL..., Oracle Database, Oracle, SQL, HTML 5, jQuery, C#, ASP.NET MVC, ASP.NET Web API, Microsoft SQL Server, JavaScript, jQuery UI, jQuery Mobile, CSS, Unix Shell Scripting, Perl, Apache Webserver, Bootstrap, Spring MVC, IIS
Education
Bellarmine University 2006 — 2007
Master of Science (M.S.), Applied Information Technology
Brescia University 1996 — 1999
Bachelor of Science (B.S.), Mathematics & Computer Science
UPS January 2013 - Present
UPS March 2008 - December 2012
UPS June 2004 - March 2008
Jefferson National November 2002 - June 2004
Trover Solutions February 2002 - November 2002
Trover Solutions December 2000 - February 2002
Trover Solutions January 2000 - December 2000
Skills
Oracle PL/SQL..., Oracle Database, Oracle, SQL, HTML 5, jQuery, C#, ASP.NET MVC, ASP.NET Web API, Microsoft SQL Server, JavaScript, jQuery UI, jQuery Mobile, CSS, Unix Shell Scripting, Perl, Apache Webserver, Bootstrap, Spring MVC, IIS
Education
Bellarmine University 2006 — 2007
Master of Science (M.S.), Applied Information Technology
Brescia University 1996 — 1999
Bachelor of Science (B.S.), Mathematics & Computer Science
Donna Diachenko's Jefferson National Experience September 2000 - December 2008
Job Customer Care Team Leader at Harshaw Trane
Industry Construction
Experience
Harshaw Trane December 2009 - Present
Jefferson National September 2000 - December 2008
Education
University of Louisville
Harshaw Trane December 2009 - Present
Jefferson National September 2000 - December 2008
Education
University of Louisville
William 'Bill' Froehlich's Jefferson National Experience January 1987 - May 1989
Job Director of Tax at Blue Cross Blue Shield of Michigan
Industry Insurance
Experience
Blue Cross Blue Shield of Michigan September 2015 - Present
Swiss Re January 2011 - September 2015
Swiss Re June 2007 - December 2010
WellPoint June 2002 - June 2007
EY May 1999 - May 2002
Jackson May 1989 - May 1999
Jefferson National January 1987 - May 1989
Skills
Finance, Accounting, Management, Leadership, Strategic Planning, Tax, Insurance, Management Consulting, Business Strategy, Process Improvement
Education
Indiana University Bloomington
Master of Business Administration (MBA), Finance
Indiana University Bloomington
Bachelor's degree, Accounting, Honor's Program
Blue Cross Blue Shield of Michigan September 2015 - Present
Swiss Re January 2011 - September 2015
Swiss Re June 2007 - December 2010
WellPoint June 2002 - June 2007
EY May 1999 - May 2002
Jackson May 1989 - May 1999
Jefferson National January 1987 - May 1989
Skills
Finance, Accounting, Management, Leadership, Strategic Planning, Tax, Insurance, Management Consulting, Business Strategy, Process Improvement
Education
Indiana University Bloomington
Master of Business Administration (MBA), Finance
Indiana University Bloomington
Bachelor's degree, Accounting, Honor's Program