Jefferson Pilot Financial
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Jefferson Pilot Financial Employees
Employee
Years
Job
Industry
Chris Boothe Chris Boothe's Jefferson Pilot Financial Experience January 2003 - January 2005
Job Sales
Industry Apparel & Fashion
Experience
Jido & Juniar Inc. February 2014 - February 2014
FLAT FITTY, LLC. October 2010 - January 2014
No Fear May 2003 - October 2010
Jefferson Pilot Financial January 2003 - January 2005
The Switch Beverage COmpany December 2002 - December 2004
Infinity Broadcasting June 1999 - May 2002
Skills
Sales, Sales Operations, Trade Shows, Social Media Marketing, Marketing Strategy, Public Relations, Product Development, Marketing, Retail, Customer Service, Creative Direction, Brand Development, Pricing, Merchandising, Fashion, Sales Management, Apparel, Trend Analysis, Brand Management, Visual Merchandising, Wholesale, E-commerce, Trend, Advertising, Online Marketing, Sportswear, Action Sports, Social Networking, Forecasting, Fashion Design, Event Management, Product Management, Social Media, Marketing Communications, B2B, New Business Development, Trend Forecasting, Textiles, Sporting Goods, Business Development
Education
SAN DIEGO STATE UNIVERSITY 1997 — 2002
B.A, Communications
San Diego State University-California State University 1997 — 2002
Communication, New Medis Studies
Jido & Juniar Inc. February 2014 - February 2014
FLAT FITTY, LLC. October 2010 - January 2014
No Fear May 2003 - October 2010
Jefferson Pilot Financial January 2003 - January 2005
The Switch Beverage COmpany December 2002 - December 2004
Infinity Broadcasting June 1999 - May 2002
Skills
Sales, Sales Operations, Trade Shows, Social Media Marketing, Marketing Strategy, Public Relations, Product Development, Marketing, Retail, Customer Service, Creative Direction, Brand Development, Pricing, Merchandising, Fashion, Sales Management, Apparel, Trend Analysis, Brand Management, Visual Merchandising, Wholesale, E-commerce, Trend, Advertising, Online Marketing, Sportswear, Action Sports, Social Networking, Forecasting, Fashion Design, Event Management, Product Management, Social Media, Marketing Communications, B2B, New Business Development, Trend Forecasting, Textiles, Sporting Goods, Business Development
Education
SAN DIEGO STATE UNIVERSITY 1997 — 2002
B.A, Communications
San Diego State University-California State University 1997 — 2002
Communication, New Medis Studies
Chad Molitor Chad Molitor's Jefferson Pilot Financial Experience June 1989 - January 1992
Job Financial Advisor 25+ Years at RAI Advisors
Industry Financial Services
Experience
RAI Advisors January 1992 - Present
Jefferson Pilot Financial June 1989 - January 1992
Skills
Public Speaking, Strategic Planning, Retirement Planning, Investment Planning, 401(k) Rollover, Strategic Financial..., Wealth Accumulation, Wealth Management, Retirement Savings, Financial Planning, Small Business
Education
American College 1991 — 1996
Personal Finance, Finance, General
North Central University 1987 — 1988
University of Wisconsin-Madison 1986 — 1987
RAI Advisors January 1992 - Present
Jefferson Pilot Financial June 1989 - January 1992
Skills
Public Speaking, Strategic Planning, Retirement Planning, Investment Planning, 401(k) Rollover, Strategic Financial..., Wealth Accumulation, Wealth Management, Retirement Savings, Financial Planning, Small Business
Education
American College 1991 — 1996
Personal Finance, Finance, General
North Central University 1987 — 1988
University of Wisconsin-Madison 1986 — 1987
John Melotik John Melotik's Jefferson Pilot Financial Experience October 1984 - June 1996
Job Health, Life Anuity (215) Agent at Nations Health Group
Industry Insurance
Experience
Nations Health Group March 2014 - Present
Insurance Services of S. Florida February 2012 - February 2014
EQUICAP October 1999 - February 2006
Jefferson Pilot Financial October 1984 - June 1996
Skills
Underwriting, Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Liability, Casualty, Commercial Lines, Legal Liability, Claim, Workers Compensation, Risk Management, Professional Liability, Brokers, Umbrella Insurance, Reinsurance, Claims Management, Financial Analysis, Financial Risk, Banking
Education
University of Michigan 1990 — 2002
Bachelor of Business Administration (B.B.A.)
Oakland Community College 1983 — 1985
Associate's degree, Business Administration and Management, General
Nations Health Group March 2014 - Present
Insurance Services of S. Florida February 2012 - February 2014
EQUICAP October 1999 - February 2006
Jefferson Pilot Financial October 1984 - June 1996
Skills
Underwriting, Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Liability, Casualty, Commercial Lines, Legal Liability, Claim, Workers Compensation, Risk Management, Professional Liability, Brokers, Umbrella Insurance, Reinsurance, Claims Management, Financial Analysis, Financial Risk, Banking
Education
University of Michigan 1990 — 2002
Bachelor of Business Administration (B.B.A.)
Oakland Community College 1983 — 1985
Associate's degree, Business Administration and Management, General
Mitzi Dew Mitzi Dew's Jefferson Pilot Financial Experience August 1993 - December 2000
Job Administrative Assistant at City of Greensboro, NC
Industry Recreational Facilities and Services
Experience
City of Greensboro, NC August 2003 - Present
Hospice and Palliative Care of Greensboro August 2001 - July 2003
Jefferson Pilot Financial August 1993 - December 2000
Skills
Notary Public, Medical Records, Administrative..., Typing, Customer Service, Calendars, Social Networking, Social Media, Administrative..., Calendaring, Microsoft Office, Lawson HRIS, RecTrac, Internet Explorer, Multi-line Phone, Scheduling, Kronos, Calculator, Fax, Scan, Purchase Orders, Invoice Processing, Purchase Requisitions, Procurement
Education
Rockingham Community College 1992 — 1993
certificate, Cosmetology/Cosmetologist, General
Northwest Guilford High School 1987 — 1991
Diploma, General Studies
City of Greensboro, NC August 2003 - Present
Hospice and Palliative Care of Greensboro August 2001 - July 2003
Jefferson Pilot Financial August 1993 - December 2000
Skills
Notary Public, Medical Records, Administrative..., Typing, Customer Service, Calendars, Social Networking, Social Media, Administrative..., Calendaring, Microsoft Office, Lawson HRIS, RecTrac, Internet Explorer, Multi-line Phone, Scheduling, Kronos, Calculator, Fax, Scan, Purchase Orders, Invoice Processing, Purchase Requisitions, Procurement
Education
Rockingham Community College 1992 — 1993
certificate, Cosmetology/Cosmetologist, General
Northwest Guilford High School 1987 — 1991
Diploma, General Studies
Vanessa Walden Vanessa Walden's Jefferson Pilot Financial Experience November 1989 - December 1997
Job Marketing Data Analyst
Industry Insurance
Experience
Unum December 2014 - Present
Unum (Kelly Services) March 2014 - December 2014
TVA via Zycron March 2013 - March 2014
Unum April 2010 - August 2012
Unum June 1998 - April 2010
Jefferson Pilot Financial November 1989 - December 1997
Skills
Process Improvement, Business Process..., Critical Thinking, Data Analysis, Project Management, Budget Monitoring, Leadership, Leadership Development, Business Analysis, Budgets, Visio, Coaching, Management, Customer Service, Vendor Management, Software Documentation, Analysis, Risk Management, Microsoft Office, SDLC, Training, Team Building, Strategic Planning, Microsoft Excel, Team Leadership
Education
The University of Georgia 1983 — 1987
Bachelor of Science (B.S.), Speech Communications
West Rome High School 1979 — 1983
High school diploma
Unum December 2014 - Present
Unum (Kelly Services) March 2014 - December 2014
TVA via Zycron March 2013 - March 2014
Unum April 2010 - August 2012
Unum June 1998 - April 2010
Jefferson Pilot Financial November 1989 - December 1997
Skills
Process Improvement, Business Process..., Critical Thinking, Data Analysis, Project Management, Budget Monitoring, Leadership, Leadership Development, Business Analysis, Budgets, Visio, Coaching, Management, Customer Service, Vendor Management, Software Documentation, Analysis, Risk Management, Microsoft Office, SDLC, Training, Team Building, Strategic Planning, Microsoft Excel, Team Leadership
Education
The University of Georgia 1983 — 1987
Bachelor of Science (B.S.), Speech Communications
West Rome High School 1979 — 1983
High school diploma
David B. Short David B. Short's Jefferson Pilot Financial Experience April 2002 - October 2005
Job Managing Partner, Financial Advisor at Investments & Financial Planning, LLC
Industry Financial Services
Experience
Investments & Financial Planning, LLC June 2012 - Present
WFG Investments, Inc. June 2012 - Present
LPL Finanical October 2005 - June 2012
Jefferson Pilot Financial April 2002 - October 2005
Skills
Comprehensive Planning, Debt Management, College Education..., Estate Planning, General Financial..., Investment Planning, Retirement Planning, Social Security Planning, Medicare Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Health Insurance, Medicare Supplements, Securities, Mutual Funds, Exchange Traded Funds, IRA Rollovers, Roth IRA, Education Savings..., 529 Plans, Investments, IRAs, Financial Planners, Retirement, Finance, Employee Benefits, Fixed Annuities, 401k, Series 7, Investment Advisory, Series 63, Wealth Management, Financial Advisory, Financial Goals
Education
Institute of Business & Finance 2010 — 2011
MSFS, Master of Science in Financial Services
The American College
Certificate in Financial Planning, CFP® Certification Curriculum
University of Pikeville 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Investments & Financial Planning, LLC June 2012 - Present
WFG Investments, Inc. June 2012 - Present
LPL Finanical October 2005 - June 2012
Jefferson Pilot Financial April 2002 - October 2005
Skills
Comprehensive Planning, Debt Management, College Education..., Estate Planning, General Financial..., Investment Planning, Retirement Planning, Social Security Planning, Medicare Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Health Insurance, Medicare Supplements, Securities, Mutual Funds, Exchange Traded Funds, IRA Rollovers, Roth IRA, Education Savings..., 529 Plans, Investments, IRAs, Financial Planners, Retirement, Finance, Employee Benefits, Fixed Annuities, 401k, Series 7, Investment Advisory, Series 63, Wealth Management, Financial Advisory, Financial Goals
Education
Institute of Business & Finance 2010 — 2011
MSFS, Master of Science in Financial Services
The American College
Certificate in Financial Planning, CFP® Certification Curriculum
University of Pikeville 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Howie Gotshalk Howie Gotshalk's Jefferson Pilot Financial Experience 2002 - 2004
Job Treasury Management Officer at PNC Bank
Industry Financial Services
Experience
PNC January 2014 - Present
RBC Bank - PNC Bank May 2007 - Present
SunTrust Bank 2004 - 2007
Jefferson Pilot Financial 2002 - 2004
Skills
Banking, Commercial Banking, Treasury Management, Deposits, Cash Management, Relationship Management, Financial Services, Cross Selling, Treasury Services
Education
University of Massachusetts, Amherst 1993 — 1996
BS, Business - Hotel Hospitality and Travel Administration
PNC January 2014 - Present
RBC Bank - PNC Bank May 2007 - Present
SunTrust Bank 2004 - 2007
Jefferson Pilot Financial 2002 - 2004
Skills
Banking, Commercial Banking, Treasury Management, Deposits, Cash Management, Relationship Management, Financial Services, Cross Selling, Treasury Services
Education
University of Massachusetts, Amherst 1993 — 1996
BS, Business - Hotel Hospitality and Travel Administration
Jim Castle Jim Castle's Jefferson Pilot Financial Experience May 1994 - April 2004
Job Senior Pastor at Hearts on Fire Ministries
Industry Insurance
Experience
Hearts on Fire Ministries March 2010 - Present
Mutual of Omaha April 2008 - December 2014
Benefit Connection, Inc April 2004 - April 2008
Jefferson Pilot Financial May 1994 - April 2004
Skills
Employee Benefits, Disability Insurance, Life Insurance, Brokers, Long-term Care, Health Insurance, Term Life Insurance, Insurance, Underwriting, Fixed Annuities, Sales & Marketing..., Critical Illness, 401k
Education
University of Nebraska-Lincoln 1983 — 1987
Bachelor's degree, Business, Marketing and Communication
Hearts on Fire Ministries March 2010 - Present
Mutual of Omaha April 2008 - December 2014
Benefit Connection, Inc April 2004 - April 2008
Jefferson Pilot Financial May 1994 - April 2004
Skills
Employee Benefits, Disability Insurance, Life Insurance, Brokers, Long-term Care, Health Insurance, Term Life Insurance, Insurance, Underwriting, Fixed Annuities, Sales & Marketing..., Critical Illness, 401k
Education
University of Nebraska-Lincoln 1983 — 1987
Bachelor's degree, Business, Marketing and Communication
Melissa Buckner's Jefferson Pilot Financial Experience 1999 - 2001
Job Marketing Systems & Communication Analyst
Industry Insurance
Experience
Combined Services LLC June 2005 - Present
Town of Deerfield, NH 2002 - 2005
Jefferson Pilot Financial 1999 - 2001
Blue Cross Blue Shield of New Hampshire 1998 - December 1999
Skills
Program Management, Marketing, Advertising, Microsoft Excel, Access, Software Development, Budgets, Marketing Communications, Microsoft Word, Adobe Acrobat, Customer Service, Team Leadership, Public Speaking, Microsoft Office, Leadership, Health Insurance, Process Improvement, Team Building, Insurance
Education
Le Moyne College
English Literature
Combined Services LLC June 2005 - Present
Town of Deerfield, NH 2002 - 2005
Jefferson Pilot Financial 1999 - 2001
Blue Cross Blue Shield of New Hampshire 1998 - December 1999
Skills
Program Management, Marketing, Advertising, Microsoft Excel, Access, Software Development, Budgets, Marketing Communications, Microsoft Word, Adobe Acrobat, Customer Service, Team Leadership, Public Speaking, Microsoft Office, Leadership, Health Insurance, Process Improvement, Team Building, Insurance
Education
Le Moyne College
English Literature
Jo Ann (Jo Ann Reid) Koenig's Jefferson Pilot Financial Experience 2000 - 2002
Job Business Teacher at Greenwood Community School Corporation
Industry Education Management
Experience
Greenwood Community School Corporation August 2014 - Present
IUPUI August 2010 - Present
Brownsburg Community School Corporation August 2006 - June 2014
Lebanon Community School Corporation August 2004 - August 2006
Jefferson Pilot Financial 2000 - 2002
Salem Food Service 1998 - 2000
Food Service Purchasing Cooperative 1992 - 1996
Jerrico, Inc./Long John Silver’s 1988 - 1992
Skills
Data Analysis, Training Delivery, Instructional Technology, Negotiation, Microsoft Excel, Curriculum Development, Classroom Management, Educational Leadership, Educational Technology, Classroom, Curriculum Design, Teaching, Microsoft Office, Microsoft Word, Differentiated..., Purchasing, Event Management, Time Management, Organization Skills, Leadership, Public Speaking, Management
Education
University of Indianapolis 2002 — 2004
Master of Arts (MA), Secondary Education and Teaching
Purdue University 1979 — 1983
Bachelor of Science (BS), Restaurant/Food Services Management-Business Emphasis
Greenwood Community School Corporation August 2014 - Present
IUPUI August 2010 - Present
Brownsburg Community School Corporation August 2006 - June 2014
Lebanon Community School Corporation August 2004 - August 2006
Jefferson Pilot Financial 2000 - 2002
Salem Food Service 1998 - 2000
Food Service Purchasing Cooperative 1992 - 1996
Jerrico, Inc./Long John Silver’s 1988 - 1992
Skills
Data Analysis, Training Delivery, Instructional Technology, Negotiation, Microsoft Excel, Curriculum Development, Classroom Management, Educational Leadership, Educational Technology, Classroom, Curriculum Design, Teaching, Microsoft Office, Microsoft Word, Differentiated..., Purchasing, Event Management, Time Management, Organization Skills, Leadership, Public Speaking, Management
Education
University of Indianapolis 2002 — 2004
Master of Arts (MA), Secondary Education and Teaching
Purdue University 1979 — 1983
Bachelor of Science (BS), Restaurant/Food Services Management-Business Emphasis
Waldo Medlin Waldo Medlin's Jefferson Pilot Financial Experience May 1983 - September 1996
Job Real Estate Photographer and Licensed Agent
Industry Real Estate
Experience
Waldo Medlin Photography 2009 - Present
Coldwell Banker United January 2005 - Present
CIGNA Group Insurance January 1999 - May 2000
BCBSSC September 1996 - June 1998
Jefferson Pilot Financial May 1983 - September 1996
Skills
Real Estate, Residential Homes, Photography, Photos
Education
University of South Carolina - Darla Moore School of Business 1979 — 1982
BS, Insurance and Economic Security
The American College
CLU, Insurance and Financial Planning
Waldo Medlin Photography 2009 - Present
Coldwell Banker United January 2005 - Present
CIGNA Group Insurance January 1999 - May 2000
BCBSSC September 1996 - June 1998
Jefferson Pilot Financial May 1983 - September 1996
Skills
Real Estate, Residential Homes, Photography, Photos
Education
University of South Carolina - Darla Moore School of Business 1979 — 1982
BS, Insurance and Economic Security
The American College
CLU, Insurance and Financial Planning
Kevin J. LeBlanc's Jefferson Pilot Financial Experience January 1987 - March 2002
Job Founder and CEO LeBlanc Financial Alliance
Industry Investment Management
Experience
LeBlanc Financial Alliance November 2004 - Present
John Hancock Financial Services April 2002 - October 2004
Jefferson Pilot Financial January 1987 - March 2002
Skills
Portfolio Management, Strategic Planning, Financial Planning, Mutual Funds, Finance, Asset Management, Financial Modeling, Alternative Investments, Securities, Investment Strategies, Financial Analysis, Equities, Due Diligence, Mergers & Acquisitions, Valuation, Asset Allocation, Financial Services, Corporate Finance, Fixed Income, Series 7, Wealth Management, Risk Management, Capital Markets, Insurance, Investment Advisory, Equity Research, Financial Advisory, Investment Management, Business Analysis, Series 63, Economics, Retirement Planning, Business Valuation, Restructuring, Philanthropy
Education
University of Louisiana at Lafayette 1982 — 1986
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Delcambre High School 1979 — 1982
LeBlanc Financial Alliance November 2004 - Present
John Hancock Financial Services April 2002 - October 2004
Jefferson Pilot Financial January 1987 - March 2002
Skills
Portfolio Management, Strategic Planning, Financial Planning, Mutual Funds, Finance, Asset Management, Financial Modeling, Alternative Investments, Securities, Investment Strategies, Financial Analysis, Equities, Due Diligence, Mergers & Acquisitions, Valuation, Asset Allocation, Financial Services, Corporate Finance, Fixed Income, Series 7, Wealth Management, Risk Management, Capital Markets, Insurance, Investment Advisory, Equity Research, Financial Advisory, Investment Management, Business Analysis, Series 63, Economics, Retirement Planning, Business Valuation, Restructuring, Philanthropy
Education
University of Louisiana at Lafayette 1982 — 1986
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Delcambre High School 1979 — 1982
Eric Richards Eric Richards's Jefferson Pilot Financial Experience June 1997 - October 1999
Job Service Delivery Manager II at Novitex Enterprise Solutions
Industry Logistics and Supply Chain
Experience
Suntrust Bank September 2015 - Present
Novitex Enterprise Solutions September 2014 - September 2015
STEALTH COMPONENTS September 2013 - September 2014
Fifth Third Bank April 2011 - August 2013
Foundation Financial Group June 2009 - April 2011
HSBC August 2003 - April 2009
HSBC October 1999 - August 2003
Jefferson Pilot Financial June 1997 - October 1999
Education
University of Cincinnati 1993 — 1997
Criminal Justice and Corrections
Suntrust Bank September 2015 - Present
Novitex Enterprise Solutions September 2014 - September 2015
STEALTH COMPONENTS September 2013 - September 2014
Fifth Third Bank April 2011 - August 2013
Foundation Financial Group June 2009 - April 2011
HSBC August 2003 - April 2009
HSBC October 1999 - August 2003
Jefferson Pilot Financial June 1997 - October 1999
Education
University of Cincinnati 1993 — 1997
Criminal Justice and Corrections
Susan Henry Susan Henry's Jefferson Pilot Financial Experience July 1994 - May 2001
Job Vice President, Financial Operations at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group August 2011 - Present
Lincoln Financial Group October 2010 - August 2011
The Jacobson Group September 2003 - October 2010
Illinois Staffing Association January 2007 - January 2009
Benefitdecisions May 2001 - September 2003
Jefferson Pilot Financial July 1994 - May 2001
Skills
Insurance, Employee Benefits, Strategic Planning, Underwriting, Account Management, Team Building, Customer Service, Risk Management, Financial Services, Coaching, Disability Insurance, Process Improvement, Sales, Health Insurance, Recruiting, Leadership Development, Talent Management
Education
University of Nebraska at Omaha 1988 — 1992
BA, English Literature
Iowa State University 1987 — 1989
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group August 2011 - Present
Lincoln Financial Group October 2010 - August 2011
The Jacobson Group September 2003 - October 2010
Illinois Staffing Association January 2007 - January 2009
Benefitdecisions May 2001 - September 2003
Jefferson Pilot Financial July 1994 - May 2001
Skills
Insurance, Employee Benefits, Strategic Planning, Underwriting, Account Management, Team Building, Customer Service, Risk Management, Financial Services, Coaching, Disability Insurance, Process Improvement, Sales, Health Insurance, Recruiting, Leadership Development, Talent Management
Education
University of Nebraska at Omaha 1988 — 1992
BA, English Literature
Iowa State University 1987 — 1989
Stan Park Stan Park's Jefferson Pilot Financial Experience January 1990 - 1991
Job President at Craft Insurance
Industry Insurance
Experience
Craft Insurance Center July 2002 - Present
Rogers Benefit Group 1991 - 2002
Jefferson Pilot Financial January 1990 - 1991
Skills
Insurance, Customer Service, Brokers, Underwriting, Sales, Employee Benefits, Strategic Planning, Health Savings Accounts, Health Insurance, Cold Calling, Property & Casualty..., Financial Analysis, Public Speaking, Mergers & Acquisitions, Management, Small Business, Cafeteria Plans
Education
University of North Carolina at Chapel Hill 1985 — 1989
BSBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
BSBA
Craft Insurance Center July 2002 - Present
Rogers Benefit Group 1991 - 2002
Jefferson Pilot Financial January 1990 - 1991
Skills
Insurance, Customer Service, Brokers, Underwriting, Sales, Employee Benefits, Strategic Planning, Health Savings Accounts, Health Insurance, Cold Calling, Property & Casualty..., Financial Analysis, Public Speaking, Mergers & Acquisitions, Management, Small Business, Cafeteria Plans
Education
University of North Carolina at Chapel Hill 1985 — 1989
BSBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
BSBA
Sue Steiger, L.I.O.N.'s Jefferson Pilot Financial Experience 2000 - 2002
Job Social Network
Industry Information Technology and Services
Experience
IQLife September 2014 - Present
Level 9 LLC September 2014 - Present
Cary Levinson and Assoc. September 2011 - Present
Michael Gerstman & Associates April 2002 - July 2011
Jefferson Pilot Financial 2000 - 2002
Express Personnel 1997 - 2000
Education
University of Louisville
IQLife September 2014 - Present
Level 9 LLC September 2014 - Present
Cary Levinson and Assoc. September 2011 - Present
Michael Gerstman & Associates April 2002 - July 2011
Jefferson Pilot Financial 2000 - 2002
Express Personnel 1997 - 2000
Education
University of Louisville
Ashley Culver Ashley Culver's Jefferson Pilot Financial Experience May 2006 - September 2006
Job Chief Design Officer at Brand Now
Industry Design
Experience
Brand Now August 2011 - Present
Culversaurus January 2010 - Present
Pratt Institute September 2008 - June 2011
Lincoln Financial Group May 2008 - September 2008
Clark Creative Group May 2008 - August 2008
Jefferson Pilot Financial May 2006 - September 2006
Neighborhoods Magazine May 2006 - May 2006
Skills
Packaging, Photography, Posters, InDesign, Illustrator, Adobe Creative Suite, Graphic Design, Typography, Art Direction, Concept Development, Mac, Branding & Identity, Creative Direction, Logo Design, Photoshop, Corporate Identity, Interaction Design, Layout, Web Design, Flash, Brand Development, Creative Strategy, Illustration, Brochures, Graphics, Visual Communication
Education
Pratt Institute 2008 — 2010
MS, Packaging Design
The Maryland Institute College of Art 2004 — 2008
BFA, Graphic Design
Brand Now August 2011 - Present
Culversaurus January 2010 - Present
Pratt Institute September 2008 - June 2011
Lincoln Financial Group May 2008 - September 2008
Clark Creative Group May 2008 - August 2008
Jefferson Pilot Financial May 2006 - September 2006
Neighborhoods Magazine May 2006 - May 2006
Skills
Packaging, Photography, Posters, InDesign, Illustrator, Adobe Creative Suite, Graphic Design, Typography, Art Direction, Concept Development, Mac, Branding & Identity, Creative Direction, Logo Design, Photoshop, Corporate Identity, Interaction Design, Layout, Web Design, Flash, Brand Development, Creative Strategy, Illustration, Brochures, Graphics, Visual Communication
Education
Pratt Institute 2008 — 2010
MS, Packaging Design
The Maryland Institute College of Art 2004 — 2008
BFA, Graphic Design
Crystal Owens Crystal Owens's Jefferson Pilot Financial Experience February 2004 - March 2005
Job Admission Specialist II at College of Charleston
Industry Higher Education
Experience
College of Charleston March 2005 - Present
Jefferson Pilot Financial February 2004 - March 2005
Fayetteville Technical Community College December 2000 - February 2004
Skills
Student Affairs, PowerPoint, Higher Education, Public Speaking, Research, Teaching, Data Analysis, Staff Development, Volunteer Management, Qualitative Research, Fundraising, Statistics, Event Planning, Community Outreach, Curriculum Design, Student Development, SPSS, University Teaching, Curriculum Development, Program Development, Tutoring, Nonprofits, Editing, Data Entry, Interviews, Microsoft Office, Program Management, Recruiting, Teamwork, Administrative..., Admissions, Career Counseling, Higher Education..., Management
Education
Webster University 2011 — 2013
Master of Arts (MA), Human Resources Management/Personnel Administration, General
Shaw University 2001 — 2004
Bachelor of Science (BS), Business Administration and Management, General
College of Charleston March 2005 - Present
Jefferson Pilot Financial February 2004 - March 2005
Fayetteville Technical Community College December 2000 - February 2004
Skills
Student Affairs, PowerPoint, Higher Education, Public Speaking, Research, Teaching, Data Analysis, Staff Development, Volunteer Management, Qualitative Research, Fundraising, Statistics, Event Planning, Community Outreach, Curriculum Design, Student Development, SPSS, University Teaching, Curriculum Development, Program Development, Tutoring, Nonprofits, Editing, Data Entry, Interviews, Microsoft Office, Program Management, Recruiting, Teamwork, Administrative..., Admissions, Career Counseling, Higher Education..., Management
Education
Webster University 2011 — 2013
Master of Arts (MA), Human Resources Management/Personnel Administration, General
Shaw University 2001 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Travis Simmons's Jefferson Pilot Financial Experience July 2005 - July 2006
Job Experienced Sales & Customer Service Professional, Wake Forest Athletics Volunteer with Sales/Marketing/Development
Industry Financial Services
Experience
Wake Forest University August 2011 - Present
Lincoln Financial Group July 2006 - Present
Jefferson Pilot Financial July 2005 - July 2006
Enterprise Rent-A-Car August 2002 - April 2005
National Basketball Association September 2001 - April 2002
All About Cellular November 2000 - November 2001
The University of Memphis June 2000 - September 2000
NC State University December 1998 - June 2000
Carolina Hurricanes 1999 - 2000
Skills
Sports, Intercollegiate..., athletic development..., Marketing, Leadership, Customer Service, Sales, Event Management, Ticket Sales, Public Relations, Event Planning, Outlook, Microsoft Office, Management, Microsoft Excel, Data Entry, Insurance, Editing, Cold Calling
Education
North Carolina State University
BA, Communication
Wake Forest University August 2011 - Present
Lincoln Financial Group July 2006 - Present
Jefferson Pilot Financial July 2005 - July 2006
Enterprise Rent-A-Car August 2002 - April 2005
National Basketball Association September 2001 - April 2002
All About Cellular November 2000 - November 2001
The University of Memphis June 2000 - September 2000
NC State University December 1998 - June 2000
Carolina Hurricanes 1999 - 2000
Skills
Sports, Intercollegiate..., athletic development..., Marketing, Leadership, Customer Service, Sales, Event Management, Ticket Sales, Public Relations, Event Planning, Outlook, Microsoft Office, Management, Microsoft Excel, Data Entry, Insurance, Editing, Cold Calling
Education
North Carolina State University
BA, Communication
Lisa Glidden, PHR's Jefferson Pilot Financial Experience 1995 - 2001
Job Sr. Recruiter for Plant Management positions Ops, Plant, Supply Chain, Engineering, Maintenance, Sanitation, Quality
Industry Consumer Goods
Experience
ConAgra Foods November 2008 - Present
ConAgra Foods September 2005 - November 2008
Pamida, Inc. June 2001 - June 2005
Jefferson Pilot Financial 1995 - 2001
Help Inc January 1992 - February 1995
Skills
Sourcing, Recruiting, Networking, Talent Acquisition, Online Research, Human Resources, Interviews, Leadership, Executive Search, Temporary Placement, Hiring, Employee Benefits, Retail, Strategy, Employee Training, New Hire Orientations, Customer Service, Training
Education
University of Nebraska at Omaha 1989 — 1991
BS, Admin Ofc Mgmt
University of Nebraska at Kearney 1987 — 1989
Psychology
ConAgra Foods November 2008 - Present
ConAgra Foods September 2005 - November 2008
Pamida, Inc. June 2001 - June 2005
Jefferson Pilot Financial 1995 - 2001
Help Inc January 1992 - February 1995
Skills
Sourcing, Recruiting, Networking, Talent Acquisition, Online Research, Human Resources, Interviews, Leadership, Executive Search, Temporary Placement, Hiring, Employee Benefits, Retail, Strategy, Employee Training, New Hire Orientations, Customer Service, Training
Education
University of Nebraska at Omaha 1989 — 1991
BS, Admin Ofc Mgmt
University of Nebraska at Kearney 1987 — 1989
Psychology
Bob Scheppegrell Bob Scheppegrell's Jefferson Pilot Financial Experience 1994 - 2004
Job SVP Partner Solutions at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group December 2014 - May 2015
Lincoln Financial Group September 2011 - May 2015
Lincoln Financial Group March 1994 - September 2011
Leadership Greensboro 2011 - 2011
Lincoln Financial Group 2004 - 2008
Jefferson Pilot Financial 1994 - 2004
Square D Company 1992 - 1994
Andersen Consulting 1988 - 1992
Accenture 1988 - 1992
Skills
Leading Change, Thought Leadership, Leadership, Communications..., Marketing, Financial Services, Insurance, Cross-functional Team..., Business Planning, Executive Management, Business Strategy, Investments, Change Management, Financial Analysis, Business Analysis, Wealth Management, Account Management, Business Development, Risk Management, Management, Strategic Planning, Finance, Strategy, New Business Development, Portfolio Management, Strategic Financial..., Employee Benefits, Mergers & Acquisitions, Management Consulting, Accounting, Underwriting, Analysis, Financial Modeling, Retirement Planning, Due Diligence, Retirement, Relationship Management, Financial Planning
Education
University of North Carolina at Greensboro 1995 — 1997
MS, Accounting
University of North Carolina at Chapel Hill 1984 — 1988
BS, Business Administration
Charlotte Catholic High School 1980 — 1984
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group December 2014 - May 2015
Lincoln Financial Group September 2011 - May 2015
Lincoln Financial Group March 1994 - September 2011
Leadership Greensboro 2011 - 2011
Lincoln Financial Group 2004 - 2008
Jefferson Pilot Financial 1994 - 2004
Square D Company 1992 - 1994
Andersen Consulting 1988 - 1992
Accenture 1988 - 1992
Skills
Leading Change, Thought Leadership, Leadership, Communications..., Marketing, Financial Services, Insurance, Cross-functional Team..., Business Planning, Executive Management, Business Strategy, Investments, Change Management, Financial Analysis, Business Analysis, Wealth Management, Account Management, Business Development, Risk Management, Management, Strategic Planning, Finance, Strategy, New Business Development, Portfolio Management, Strategic Financial..., Employee Benefits, Mergers & Acquisitions, Management Consulting, Accounting, Underwriting, Analysis, Financial Modeling, Retirement Planning, Due Diligence, Retirement, Relationship Management, Financial Planning
Education
University of North Carolina at Greensboro 1995 — 1997
MS, Accounting
University of North Carolina at Chapel Hill 1984 — 1988
BS, Business Administration
Charlotte Catholic High School 1980 — 1984
Eric Okerblad Eric Okerblad's Jefferson Pilot Financial Experience December 1997 - March 2000
Job Senior Consultant at VCG Consultants: Email: eokerblad@vcgconsultants.com
Industry Human Resources
Experience
VCG Consultants January 2010 - Present
Aon Consulting March 2000 - January 2010
Jefferson Pilot Financial December 1997 - March 2000
Protective Life 1987 - 1996
Life of Georgia 1982 - 1986
Skills
Health Care Reform, Employee Benefits, Health Insurance, COBRA, ERISA, HIPAA, Disability Insurance, Brokers, Medicare, Benefits Administration, Open Enrollment, Life Insurance, Defined Contribution, Management, Training, Retirement, Sales, Human Resources, Recruiting, Strategy, Leadership, CRM, Policy, Executive Pay, Defined Benefit, 401k, Mergers & Acquisitions, Insurance, FMLA, Workers Compensation, Payroll, Deferred Compensation, Health Savings Accounts, Claim, Underwriting, Health Policy, Pension Administration, Account Management, Talent Management, Incentive Programs, Compensation & Benefit, Pensions, Employee Wellness, Healthcare, Healthcare Consulting
Education
Millikin University 1974 — 1979
Bachelor of Science degree, Education and Biology - Double Major
VCG Consultants January 2010 - Present
Aon Consulting March 2000 - January 2010
Jefferson Pilot Financial December 1997 - March 2000
Protective Life 1987 - 1996
Life of Georgia 1982 - 1986
Skills
Health Care Reform, Employee Benefits, Health Insurance, COBRA, ERISA, HIPAA, Disability Insurance, Brokers, Medicare, Benefits Administration, Open Enrollment, Life Insurance, Defined Contribution, Management, Training, Retirement, Sales, Human Resources, Recruiting, Strategy, Leadership, CRM, Policy, Executive Pay, Defined Benefit, 401k, Mergers & Acquisitions, Insurance, FMLA, Workers Compensation, Payroll, Deferred Compensation, Health Savings Accounts, Claim, Underwriting, Health Policy, Pension Administration, Account Management, Talent Management, Incentive Programs, Compensation & Benefit, Pensions, Employee Wellness, Healthcare, Healthcare Consulting
Education
Millikin University 1974 — 1979
Bachelor of Science degree, Education and Biology - Double Major
Colleen Egan Colleen Egan's Jefferson Pilot Financial Experience 1999 - 2001
Job Product & Marketing Coordinator at SCA Americas
Industry Consumer Goods
Experience
SCA Americas November 2011 - Present
SCA Americas April 2007 - November 2011
Campus Apartments April 2006 - March 2007
HSA Corporation March 2001 - March 2004
Jefferson Pilot Financial 1999 - 2001
HSA Corporation July 1992 - June 1999
CMS Companies 1988 - 1992
Wolf, Block, Schorr & Solis-Cohen 1984 - 1987
Skills
Event Planning, Microsoft Word, Event Management, Marketing, Budgets, Marketing Strategy, Marketing Communications, Trade Shows, Social Media, Account Management, Strategic Planning, Product Development, Sales, Marketing Management, Social Media Marketing
Education
Saint Joseph's University 1980 — 1981
Yeadon High School
SCA Americas November 2011 - Present
SCA Americas April 2007 - November 2011
Campus Apartments April 2006 - March 2007
HSA Corporation March 2001 - March 2004
Jefferson Pilot Financial 1999 - 2001
HSA Corporation July 1992 - June 1999
CMS Companies 1988 - 1992
Wolf, Block, Schorr & Solis-Cohen 1984 - 1987
Skills
Event Planning, Microsoft Word, Event Management, Marketing, Budgets, Marketing Strategy, Marketing Communications, Trade Shows, Social Media, Account Management, Strategic Planning, Product Development, Sales, Marketing Management, Social Media Marketing
Education
Saint Joseph's University 1980 — 1981
Yeadon High School
Troy Briggs Troy Briggs's Jefferson Pilot Financial Experience 1996 - 1998
Job National Sales, Phoenix Annuities at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners January 2010 - Present
The Phoenix Companies, Inc. September 2001 - January 2010
MFS Investment Management 1998 - 2001
Jefferson Pilot Financial 1996 - 1998
MetLife 1994 - 1996
Skills
Insurance, Series 63, Fixed Annuities, Life Insurance, Series 7, Retirement, Mutual Funds, Retirement Planning, Series 6, Long-term Care, Wealth Management, Estate Planning, Term Life Insurance, 401k, Disability Insurance, Strategic Financial...
Education
University of Maine 1989 — 1993
BA, History
Saybrus Partners January 2010 - Present
The Phoenix Companies, Inc. September 2001 - January 2010
MFS Investment Management 1998 - 2001
Jefferson Pilot Financial 1996 - 1998
MetLife 1994 - 1996
Skills
Insurance, Series 63, Fixed Annuities, Life Insurance, Series 7, Retirement, Mutual Funds, Retirement Planning, Series 6, Long-term Care, Wealth Management, Estate Planning, Term Life Insurance, 401k, Disability Insurance, Strategic Financial...
Education
University of Maine 1989 — 1993
BA, History
Carol Cowan Carol Cowan's Jefferson Pilot Financial Experience 1996 - 2005
Job Business Analyst
Industry Financial Services
Experience
Key Risk (a W. R. Berkley Company) 2012 - 2014
United Guaranty April 2011 - June 2012
Guilford County Information Services (IT) February 2007 - April 2011
Jefferson Pilot Financial 1996 - 2005
Jefferson Pilot Financial January 2001 - January 2004
Jefferson Pilot Financial 2000 - 2001
Jefferson Pilot Financial January 1998 - January 2000
Jefferson Pilot Financial 1996 - 1998
Skills
Technical Writing, Microsoft Office 2010, Adobe Acrobat, Training, Process Improvement, Management, Leadership, Cross-functional Team..., Program Management, Customer Service, Troubleshooting, Analysis, Office 2010, Software Documentation, Quality Assurance
Education
Southern Wesleyan University 1985 — 1988
Bachelor of Science, Business Administration
Key Risk (a W. R. Berkley Company) 2012 - 2014
United Guaranty April 2011 - June 2012
Guilford County Information Services (IT) February 2007 - April 2011
Jefferson Pilot Financial 1996 - 2005
Jefferson Pilot Financial January 2001 - January 2004
Jefferson Pilot Financial 2000 - 2001
Jefferson Pilot Financial January 1998 - January 2000
Jefferson Pilot Financial 1996 - 1998
Skills
Technical Writing, Microsoft Office 2010, Adobe Acrobat, Training, Process Improvement, Management, Leadership, Cross-functional Team..., Program Management, Customer Service, Troubleshooting, Analysis, Office 2010, Software Documentation, Quality Assurance
Education
Southern Wesleyan University 1985 — 1988
Bachelor of Science, Business Administration
Debbie Umbarger-Allred's Jefferson Pilot Financial Experience 2002 - 2005
Job Senior Underwriter at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2005 - Present
Lincoln Financial Group 2005 - 2013
Jefferson Pilot Financial 2002 - 2005
Jefferson Pilot Financial 1998 - 2002
Skills
Underwriting, Financial Analysis, Customer Service, Risk Management, Budgets, Credit, Financial Risk, Insurance, Term Life Insurance, Mortgage Lending
Education
Houston Graduate School of Theology
Master of Arts (M.A.), Theology
John Wesley
Bachelor of Arts & Bachelor of Theology
Lincoln Financial Group July 2005 - Present
Lincoln Financial Group 2005 - 2013
Jefferson Pilot Financial 2002 - 2005
Jefferson Pilot Financial 1998 - 2002
Skills
Underwriting, Financial Analysis, Customer Service, Risk Management, Budgets, Credit, Financial Risk, Insurance, Term Life Insurance, Mortgage Lending
Education
Houston Graduate School of Theology
Master of Arts (M.A.), Theology
John Wesley
Bachelor of Arts & Bachelor of Theology
Riggs Stephenson Riggs Stephenson's Jefferson Pilot Financial Experience June 1984 - 1987
Job Dubraski & Associates Insurance Services
Industry Insurance
Experience
Dubraski & Associates Insurance Services, LLC June 2005 - Present
Self Employed April 2001 - June 2005
Aon Risk Services 1987 - April 2001
Jefferson Pilot Financial June 1984 - 1987
Skills
Employee Benefits, Leadership, Managed Care, Insurance, Claim, Reinsurance, Health Insurance, Underwriting, Property & Casualty..., Professional Liability, Healthcare, Brokers, Captives, Claims Management, Medicare
Education
University of Alabama 1979 — 1984
B.S., Insurance
Dubraski & Associates Insurance Services, LLC June 2005 - Present
Self Employed April 2001 - June 2005
Aon Risk Services 1987 - April 2001
Jefferson Pilot Financial June 1984 - 1987
Skills
Employee Benefits, Leadership, Managed Care, Insurance, Claim, Reinsurance, Health Insurance, Underwriting, Property & Casualty..., Professional Liability, Healthcare, Brokers, Captives, Claims Management, Medicare
Education
University of Alabama 1979 — 1984
B.S., Insurance
Bob Tully's Jefferson Pilot Financial Experience March 2003 - March 2006
Job Senior Disability Claims Consultant at Doherty, Cella, Keane LLP
Industry Insurance
Experience
Doherty, Cella, Keane LLP June 2014 - Present
Swiss Re June 2008 - May 2014
Aon Integramark April 2006 - April 2008
Jefferson Pilot Financial March 2003 - March 2006
American General Assurance Company January 2000 - December 2002
American Security Group January 1997 - January 1999
AIG Life Companies January 1990 - January 1997
Skills
Insurance, Claim, Reinsurance, Risk Management, Health Insurance, Claims Management, Liability, Life Insurance, Financial Risk, Process Improvement, General Insurance, Enterprise Risk..., Brokers, Leadership, Property & Casualty..., Claims, Auditing, Legal Liability, Professional Liability, Team Building, Operations Management
Education
Kansas Wesleyan University 1968 — 1972
Bachelor's Degree, Business Administration, English Literature (minor)
Doherty, Cella, Keane LLP June 2014 - Present
Swiss Re June 2008 - May 2014
Aon Integramark April 2006 - April 2008
Jefferson Pilot Financial March 2003 - March 2006
American General Assurance Company January 2000 - December 2002
American Security Group January 1997 - January 1999
AIG Life Companies January 1990 - January 1997
Skills
Insurance, Claim, Reinsurance, Risk Management, Health Insurance, Claims Management, Liability, Life Insurance, Financial Risk, Process Improvement, General Insurance, Enterprise Risk..., Brokers, Leadership, Property & Casualty..., Claims, Auditing, Legal Liability, Professional Liability, Team Building, Operations Management
Education
Kansas Wesleyan University 1968 — 1972
Bachelor's Degree, Business Administration, English Literature (minor)
Justin Dean RHU Justin Dean RHU's Jefferson Pilot Financial Experience February 2003 - July 2003
Job Employee Benefits Consultant
Industry Insurance
Experience
Mutual of Omaha June 2011 - October 2014
Principal Financial Group June 2007 - June 2011
Principal Financial Group May 2006 - May 2007
Principal Financial Group August 2003 - May 2006
Jefferson Pilot Financial February 2003 - July 2003
Skills
Disability Insurance, Employee Benefits, Health Insurance, Life Insurance, Insurance, Term Life Insurance, Health Savings Accounts, Dentistry, Benefits Administration, Critical Illness, Group Insurance, Claim, Open Enrollment, Brokers, Underwriting, Claims Management, New Business Development, Financial Advisory, Cafeteria Plans, Benefits Design, Employee Wellness...
Education
The American College 2007 — 2007
Registered Heath Underwriter (RHU), Health Underwriting
Nebraska Wesleyan University 2000 — 2002
BS, Business Administration
University of Nebraska-Lincoln 1998 — 2000
BS, Business Administration
Mutual of Omaha June 2011 - October 2014
Principal Financial Group June 2007 - June 2011
Principal Financial Group May 2006 - May 2007
Principal Financial Group August 2003 - May 2006
Jefferson Pilot Financial February 2003 - July 2003
Skills
Disability Insurance, Employee Benefits, Health Insurance, Life Insurance, Insurance, Term Life Insurance, Health Savings Accounts, Dentistry, Benefits Administration, Critical Illness, Group Insurance, Claim, Open Enrollment, Brokers, Underwriting, Claims Management, New Business Development, Financial Advisory, Cafeteria Plans, Benefits Design, Employee Wellness...
Education
The American College 2007 — 2007
Registered Heath Underwriter (RHU), Health Underwriting
Nebraska Wesleyan University 2000 — 2002
BS, Business Administration
University of Nebraska-Lincoln 1998 — 2000
BS, Business Administration
Christopher Keels Christopher Keels's Jefferson Pilot Financial Experience June 1994 - April 2000
Job Owner, Keels Financial Group, LLC
Industry Financial Services
Experience
Keels Financial Group, LLC January 2009 - Present
Lincoln Financial Group April 2000 - January 2009
Jefferson Pilot Financial June 1994 - April 2000
Skills
Sales, Finance, Management, Fixed Annuities, Insurance, Strategic Financial..., Recruiting, Retirement Planning, Life Insurance, Variable Annuities, Real Estate, Retirement
Education
North Carolina State University - College of Management 1989 — 1994
BA, Business Management/Finance
Keels Financial Group, LLC January 2009 - Present
Lincoln Financial Group April 2000 - January 2009
Jefferson Pilot Financial June 1994 - April 2000
Skills
Sales, Finance, Management, Fixed Annuities, Insurance, Strategic Financial..., Recruiting, Retirement Planning, Life Insurance, Variable Annuities, Real Estate, Retirement
Education
North Carolina State University - College of Management 1989 — 1994
BA, Business Management/Finance
Arthur Vallejo's Jefferson Pilot Financial Experience February 2002 - May 2004
Job Trader chez Finance & Banking Society
Industry Banking
Experience
Capital City Bank Group, Inc. September 2005 - Present
Jefferson Pilot Financial February 2002 - May 2004
Education
MASTER, FINANCE - GESTION
Capital City Bank Group, Inc. September 2005 - Present
Jefferson Pilot Financial February 2002 - May 2004
Education
MASTER, FINANCE - GESTION
Barbara A Lane's Jefferson Pilot Financial Experience 1992 - 1996
Job Digital Artist, Creativity/Social Media Coach, Marketing Consultant, Lindy's Sports Annuals
Industry Marketing and Advertising
Experience
Lindy's Sports Annuals September 2013 - Present
Social6Sense June 2011 - Present
Maximize Social Media November 2011 - December 2013
LabCorp April 2011 - October 2011
Quest Diagnostics November 2009 - April 2011
Healing Lifestyles & Spas July 2009 - November 2009
Dominion Enterprises February 2008 - February 2009
Clear Channel Communications 2006 - 2008
Entercom 2004 - 2006
Jefferson Pilot Financial 1992 - 1996
Skills
Social Media Marketing, Social Media, Advertising, Marketing Strategy, Marketing, Web Marketing, Facebook, Marketing Communications, Online Marketing, Online Advertising, Strategy, Social Networking, Digital Marketing, Training, Sales, Management, Product Marketing, Lead Generation, Email Marketing, Entrepreneurship, Digital Media, Email Marketing Software, Integrated Marketing
Education
Jacksonville State University 1969 — 1974
B.S.
Lindy's Sports Annuals September 2013 - Present
Social6Sense June 2011 - Present
Maximize Social Media November 2011 - December 2013
LabCorp April 2011 - October 2011
Quest Diagnostics November 2009 - April 2011
Healing Lifestyles & Spas July 2009 - November 2009
Dominion Enterprises February 2008 - February 2009
Clear Channel Communications 2006 - 2008
Entercom 2004 - 2006
Jefferson Pilot Financial 1992 - 1996
Skills
Social Media Marketing, Social Media, Advertising, Marketing Strategy, Marketing, Web Marketing, Facebook, Marketing Communications, Online Marketing, Online Advertising, Strategy, Social Networking, Digital Marketing, Training, Sales, Management, Product Marketing, Lead Generation, Email Marketing, Entrepreneurship, Digital Media, Email Marketing Software, Integrated Marketing
Education
Jacksonville State University 1969 — 1974
B.S.
James Nickerson, CFA James Nickerson, CFA's Jefferson Pilot Financial Experience April 1997 - January 2006
Job Portfolio Manager at Sentry Insurance
Industry Insurance
Experience
Sentry Insurance December 2011 - Present
Nationwide Insurance August 2010 - November 2011
Scottish Re January 2006 - June 2009
Jefferson Pilot Financial April 1997 - January 2006
Providian Capital Management May 1992 - April 1997
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
University of California, Santa Cruz 1980 — 1984
BA, Economics, Minor Computer Science
Sentry Insurance December 2011 - Present
Nationwide Insurance August 2010 - November 2011
Scottish Re January 2006 - June 2009
Jefferson Pilot Financial April 1997 - January 2006
Providian Capital Management May 1992 - April 1997
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
University of California, Santa Cruz 1980 — 1984
BA, Economics, Minor Computer Science
Monti Allison, CLU®, ChFC® Monti Allison, CLU®, ChFC®'s Jefferson Pilot Financial Experience 2002 - 2004
Job ABGA Development Manager at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group 2005 - Present
Lincoln Financial 2004 - 2005
Jefferson Pilot Financial 2002 - 2004
Glen Raven 1997 - 2001
Glen Raven 1992 - 1997
Glen Raven 1986 - 1992
Macfield Texturing, Inc. 1983 - 1986
Skills
Life Insurance, Management, Financial Services, Retirement, Sales, Series 6, Series 63, Retirement Planning, Fixed Annuities, Insurance, 401k, IRAs, Employee Benefits, CRM, Business Analysis, Team Leadership, Business Process..., Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Compensation Structures, Performance Metrics, Internal Communications, Problem Solving, Leadership
Education
The American College 2007 — 2012
CLU, ChFC
North Carolina State University 1979 — 1983
BS
Western Alamance High School 1975 — 1979
Lincoln Financial Group 2005 - Present
Lincoln Financial 2004 - 2005
Jefferson Pilot Financial 2002 - 2004
Glen Raven 1997 - 2001
Glen Raven 1992 - 1997
Glen Raven 1986 - 1992
Macfield Texturing, Inc. 1983 - 1986
Skills
Life Insurance, Management, Financial Services, Retirement, Sales, Series 6, Series 63, Retirement Planning, Fixed Annuities, Insurance, 401k, IRAs, Employee Benefits, CRM, Business Analysis, Team Leadership, Business Process..., Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Compensation Structures, Performance Metrics, Internal Communications, Problem Solving, Leadership
Education
The American College 2007 — 2012
CLU, ChFC
North Carolina State University 1979 — 1983
BS
Western Alamance High School 1975 — 1979
Kim Plyler Kim Plyler's Jefferson Pilot Financial Experience June 2005 - June 2006
Job AVP, RPS Marketing at Lincoln Financial Group Distribution
Industry Financial Services
Experience
Lincoln Financial Group Distribution September 2015 - Present
Lincoln Financial Distributors December 2013 - Present
Lincoln Financial Distributors March 2008 - January 2014
Lincoln Financial Group June 2006 - March 2008
Jefferson Pilot Financial June 2005 - June 2006
Better Business Bureau of NC January 2004 - June 2005
Skills
Series 6, Fixed Annuities, Life Insurance, Insurance, Long-term Care, Financial Services, Sales, Marketing, Asset Allocation, Relationship Management, Product Marketing, Strategic Partnerships, Leadership
Education
North Carolina State University 1999 — 2003
Political Science and Government
Stamford
Lincoln Financial Group Distribution September 2015 - Present
Lincoln Financial Distributors December 2013 - Present
Lincoln Financial Distributors March 2008 - January 2014
Lincoln Financial Group June 2006 - March 2008
Jefferson Pilot Financial June 2005 - June 2006
Better Business Bureau of NC January 2004 - June 2005
Skills
Series 6, Fixed Annuities, Life Insurance, Insurance, Long-term Care, Financial Services, Sales, Marketing, Asset Allocation, Relationship Management, Product Marketing, Strategic Partnerships, Leadership
Education
North Carolina State University 1999 — 2003
Political Science and Government
Stamford
Ty Cameron's Jefferson Pilot Financial Experience October 2002 - June 2004
Job Sales and Marketing Assistant at Ionic Technologies, Inc
Industry Consumer Goods
Experience
Ionic Technologies, Inc January 2013 - Present
TMS South February 2008 - October 2012
The Initiative Group May 2005 - February 2008
AIG American General June 2004 - May 2005
Jefferson Pilot Financial October 2002 - June 2004
The Initiative Group March 2002 - September 2002
ACTZ Marketing & Distribution May 2000 - March 2002
Genesis II/Genesis Marketing October 1999 - April 2000
Stonehaven Distributors April 1996 - September 1999
Walmart August 1989 - April 1996
Skills
Music Instruction, Musicians, Customer Service, Vocalist, Singing, Music, Management, Sales, Music Education
Education
Southeastern University 1981 — 1987
Bachelor of Arts (B.A.), Sacred Music
Pine Forest High School, Pensacola, FL. 1977 — 1981
General Studies, Music Performance, General
Ionic Technologies, Inc January 2013 - Present
TMS South February 2008 - October 2012
The Initiative Group May 2005 - February 2008
AIG American General June 2004 - May 2005
Jefferson Pilot Financial October 2002 - June 2004
The Initiative Group March 2002 - September 2002
ACTZ Marketing & Distribution May 2000 - March 2002
Genesis II/Genesis Marketing October 1999 - April 2000
Stonehaven Distributors April 1996 - September 1999
Walmart August 1989 - April 1996
Skills
Music Instruction, Musicians, Customer Service, Vocalist, Singing, Music, Management, Sales, Music Education
Education
Southeastern University 1981 — 1987
Bachelor of Arts (B.A.), Sacred Music
Pine Forest High School, Pensacola, FL. 1977 — 1981
General Studies, Music Performance, General
Katie Symtschytsch Ford Katie Symtschytsch Ford's Jefferson Pilot Financial Experience May 2003 - July 2004
Job Writer, Blog, Graphic Arts,Marketing,Artist
Industry Writing and Editing
Experience
Self-employed March 2006 - Present
Berkshire Hathaway March 2006 - July 2007
Jefferson Pilot Financial May 2003 - July 2004
Skills
Graphic Design, Writing, Product Marketing, Arts, Photography, Blogging, Adobe, Apple, Mac, Photoshop, Printmaking, Public Speaking, Public Relations, Publishing, Commercial Insurance
Education
Metropolitan Community College 1999 — 1999
English, General Studies
Ralston High School 1993 — 1996
General, Regular/General High School/Secondary Diploma Program
Self-employed March 2006 - Present
Berkshire Hathaway March 2006 - July 2007
Jefferson Pilot Financial May 2003 - July 2004
Skills
Graphic Design, Writing, Product Marketing, Arts, Photography, Blogging, Adobe, Apple, Mac, Photoshop, Printmaking, Public Speaking, Public Relations, Publishing, Commercial Insurance
Education
Metropolitan Community College 1999 — 1999
English, General Studies
Ralston High School 1993 — 1996
General, Regular/General High School/Secondary Diploma Program
Erik Hindley Erik Hindley's Jefferson Pilot Financial Experience 1997 - 2007
Job Migration Coordinator / Reporting Analyst at Dartmouth College
Industry Information Technology and Services
Experience
Southern New Hampshire January 2014 - Present
Dartmouth College October 2011 - September 2012
National Life Group May 2011 - September 2011
Lincoln Financial Group April 2007 - June 2009
Jefferson Pilot Financial 1997 - 2007
Capital City Rotary 2004 - 2005
New Dartmouth Bank 1989 - 1994
Skills
Requirements Gathering, Data Analysis, Business Analysis, Visio, SharePoint, MS Project, Change Management, Microsoft Office, Excel, SQL, Communicate, Customer Interviewing, Highly detail oriented, Technical Analysis, Facilitate Meetings, SDLC, Information Technology, Ad Hoc Reporting, Report Writing, Technical Project..., Testing, Microsoft Word, VBA, Organized Multi-tasker, Financial Services, Project Management, Scope Management, Disaster Recovery, Insurance, Project Planning, PMO, Data Warehousing, Databases, CRM, Leadership, Business Requirements, Mortgage Lending, Credit, Programming
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1983
BS, Business Administration
NHTI, Concord's Community College 1995 — 1997
AS, Computer Information Systems
Southern New Hampshire January 2014 - Present
Dartmouth College October 2011 - September 2012
National Life Group May 2011 - September 2011
Lincoln Financial Group April 2007 - June 2009
Jefferson Pilot Financial 1997 - 2007
Capital City Rotary 2004 - 2005
New Dartmouth Bank 1989 - 1994
Skills
Requirements Gathering, Data Analysis, Business Analysis, Visio, SharePoint, MS Project, Change Management, Microsoft Office, Excel, SQL, Communicate, Customer Interviewing, Highly detail oriented, Technical Analysis, Facilitate Meetings, SDLC, Information Technology, Ad Hoc Reporting, Report Writing, Technical Project..., Testing, Microsoft Word, VBA, Organized Multi-tasker, Financial Services, Project Management, Scope Management, Disaster Recovery, Insurance, Project Planning, PMO, Data Warehousing, Databases, CRM, Leadership, Business Requirements, Mortgage Lending, Credit, Programming
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1983
BS, Business Administration
NHTI, Concord's Community College 1995 — 1997
AS, Computer Information Systems
Scott Higginson's Jefferson Pilot Financial Experience January 2004 - January 2006
Job Account Executive Clear Channel Outdoor
Industry Marketing and Advertising
Experience
Clear Channel Outdoor March 2013 - Present
St. Mary's Child Center June 2014 - Present
Angie's List October 2012 - March 2013
Pacers Sports & Entertainment January 2010 - August 2012
Learfield Sports, Inc., Purdue Sports Properties January 2006 - December 2009
Jefferson Pilot Financial January 2004 - January 2006
United States Rowing Association January 2001 - January 2003
United States Rowing Asociation January 1999 - January 2001
Galyan's Trading Company July 1994 - January 1999
Skills
Sponsorship, Advertising, Advertising Sales, Fundraising, Customer Relations, Retail, Sports Marketing, Sponsorship Sales, Corporate Sponsorships, New Business Development, Marketing, Customer Service, Marketing Strategy, Recruiting, Public Relations, Sales, CRM, Event Management, Coaching, Management, Selling, Social Media Marketing, Facebook, Event Planning, Sales Operations, Leadership, Strategy, Social Media, Account Management
Education
Purdue University 1989 — 1994
B.A, Communications
Bishop Guertin High School
Clear Channel Outdoor March 2013 - Present
St. Mary's Child Center June 2014 - Present
Angie's List October 2012 - March 2013
Pacers Sports & Entertainment January 2010 - August 2012
Learfield Sports, Inc., Purdue Sports Properties January 2006 - December 2009
Jefferson Pilot Financial January 2004 - January 2006
United States Rowing Association January 2001 - January 2003
United States Rowing Asociation January 1999 - January 2001
Galyan's Trading Company July 1994 - January 1999
Skills
Sponsorship, Advertising, Advertising Sales, Fundraising, Customer Relations, Retail, Sports Marketing, Sponsorship Sales, Corporate Sponsorships, New Business Development, Marketing, Customer Service, Marketing Strategy, Recruiting, Public Relations, Sales, CRM, Event Management, Coaching, Management, Selling, Social Media Marketing, Facebook, Event Planning, Sales Operations, Leadership, Strategy, Social Media, Account Management
Education
Purdue University 1989 — 1994
B.A, Communications
Bishop Guertin High School
Ron Kayani Ron Kayani's Jefferson Pilot Financial Experience June 1994 - June 2001
Job InfoSec Manager at InfoWire Security Services
Industry Computer & Network Security
Experience
InfoWire Security Services December 2006 - Present
InfoWire Security & Compliance Consulting 2001 - August 2012
InfoWire Security & Compliance Consulting 2011 - 2011
Lear Corporation 2010 - 2011
Lear Corporation 2010 - 2011
InfoWire Security & Compliance Consulting April 2008 - April 2009
InfoWire Security & Compliance Consulting 2009 - 2009
InfoWire Security & Compliance Consulting 2008 - 2009
InfoWire Security & Compliance Consulting 2001 - 2006
Jefferson Pilot Financial June 1994 - June 2001
Skills
Security, Network Security, Information Security, Information Security..., Vulnerability Assessment, Penetration Testing, Computer Security, CISSP, Security Audits, PCI DSS, Computer Forensics, Vulnerability Management, Data Center, Information Technology, CISA, IT Audit, Auditing, Governance, COBIT, Identity Management, Disaster Recovery, Risk Assessment, ISO 27001, Business Continuity
Education
Michigan State University
Computer Science/Engineering
InfoWire Security Services December 2006 - Present
InfoWire Security & Compliance Consulting 2001 - August 2012
InfoWire Security & Compliance Consulting 2011 - 2011
Lear Corporation 2010 - 2011
Lear Corporation 2010 - 2011
InfoWire Security & Compliance Consulting April 2008 - April 2009
InfoWire Security & Compliance Consulting 2009 - 2009
InfoWire Security & Compliance Consulting 2008 - 2009
InfoWire Security & Compliance Consulting 2001 - 2006
Jefferson Pilot Financial June 1994 - June 2001
Skills
Security, Network Security, Information Security, Information Security..., Vulnerability Assessment, Penetration Testing, Computer Security, CISSP, Security Audits, PCI DSS, Computer Forensics, Vulnerability Management, Data Center, Information Technology, CISA, IT Audit, Auditing, Governance, COBIT, Identity Management, Disaster Recovery, Risk Assessment, ISO 27001, Business Continuity
Education
Michigan State University
Computer Science/Engineering
Randy Draper, FSCP's Jefferson Pilot Financial Experience April 1990 - January 1992
Job Managing Director, Transamerica Agency Network
Industry Financial Services
Experience
Transamerica Agency Network, Inc. January 1992 - Present
Monumental Life Insurance January 1992 - April 1997
Jefferson Pilot Financial April 1990 - January 1992
Skills
Recruiting, Leadership Development, Staff Development, Training, Insurance, Fixed Annuities, Indexed Annuities, Life Insurance, Health Insurance, Long-term Care, Term Life Insurance, Universal Life, Whole Life, Long Term Care Insurance, Employee Benefits, Disability Insurance, Critical Illness, Retirement Planning, Sales, Sales Management, 401k Rollovers, Commercial Insurance, 401k, IRAs, Series 6, Accident Insurance, Life & Health Insurance..., Variable Annuities, Group Insurance, Property & Casualty..., Brokers, Retirement, Accident, Licensed Life & Health..., Financial Planners
Education
The American College
LUTCF, Insurance
The American College
FSCP
Transamerica Agency Network, Inc. January 1992 - Present
Monumental Life Insurance January 1992 - April 1997
Jefferson Pilot Financial April 1990 - January 1992
Skills
Recruiting, Leadership Development, Staff Development, Training, Insurance, Fixed Annuities, Indexed Annuities, Life Insurance, Health Insurance, Long-term Care, Term Life Insurance, Universal Life, Whole Life, Long Term Care Insurance, Employee Benefits, Disability Insurance, Critical Illness, Retirement Planning, Sales, Sales Management, 401k Rollovers, Commercial Insurance, 401k, IRAs, Series 6, Accident Insurance, Life & Health Insurance..., Variable Annuities, Group Insurance, Property & Casualty..., Brokers, Retirement, Accident, Licensed Life & Health..., Financial Planners
Education
The American College
LUTCF, Insurance
The American College
FSCP
Angela Lipke Angela Lipke's Jefferson Pilot Financial Experience August 1996 - January 2001
Job Vice President Account Management at American Well
Industry Insurance
Experience
American Well January 2015 - Present
BCBSNC December 2009 - January 2015
Best Doctors June 2008 - November 2009
Advanced Home Care January 2003 - August 2005
Merck January 2001 - January 2003
Jefferson Pilot Financial August 1996 - January 2001
Skills
Certified..., Certified Disability..., Certified Case Manager, Healthcare Consulting, Case Management, Pharmaceutical Sales, Medicare, Managed Care, Management, Strategic Planning, Leadership, Program Management, Healthcare, Account Management, Team Building, Health Insurance, Process Improvement, Insurance
Education
Syracuse University 1991 — 1993
MS Rehabilitation Counseling, Rehabilitation and Therapeutic Professions, 3.75
Le Moyne College 1985 — 1989
Bachelor of Science (BS), Psychology
Cicero North-Syracyse
American Well January 2015 - Present
BCBSNC December 2009 - January 2015
Best Doctors June 2008 - November 2009
Advanced Home Care January 2003 - August 2005
Merck January 2001 - January 2003
Jefferson Pilot Financial August 1996 - January 2001
Skills
Certified..., Certified Disability..., Certified Case Manager, Healthcare Consulting, Case Management, Pharmaceutical Sales, Medicare, Managed Care, Management, Strategic Planning, Leadership, Program Management, Healthcare, Account Management, Team Building, Health Insurance, Process Improvement, Insurance
Education
Syracuse University 1991 — 1993
MS Rehabilitation Counseling, Rehabilitation and Therapeutic Professions, 3.75
Le Moyne College 1985 — 1989
Bachelor of Science (BS), Psychology
Cicero North-Syracyse
Chrisi Santana Chrisi Santana's Jefferson Pilot Financial Experience 2000 - 2002
Job Integrative Health Coach
Industry Health, Wellness and Fitness
Experience
Integrative Health Coach August 2012 - Present
W Cubed, Inc. August 2014 - Present
Losing and Gaining: How to change your relationship with food and your body November 2013 - Present
The Elderlaw Firm April 2011 - January 2012
Jefferson Pilot Financial 2000 - 2002
Skills
Wellness, Wellness Coaching, Public Speaking, Coaching, Nutrition, Lifestyle, Holistic Health, Public Relations, Leadership Development, Personal Development, Wellbeing, Lifestyle Coaching, Stress Management, Stress, Training, Nonprofits, Fitness, Weight, Nutritional Counseling, Pain Management, Executive Coaching, Blogging, Relaxation, Nutrition Education
Education
Duke Integrative Medicine
Integrative Health Coach Professional Training
University of Florida
Bachelor's degree, Journalism
Fountain Valley School
Integrative Health Coach August 2012 - Present
W Cubed, Inc. August 2014 - Present
Losing and Gaining: How to change your relationship with food and your body November 2013 - Present
The Elderlaw Firm April 2011 - January 2012
Jefferson Pilot Financial 2000 - 2002
Skills
Wellness, Wellness Coaching, Public Speaking, Coaching, Nutrition, Lifestyle, Holistic Health, Public Relations, Leadership Development, Personal Development, Wellbeing, Lifestyle Coaching, Stress Management, Stress, Training, Nonprofits, Fitness, Weight, Nutritional Counseling, Pain Management, Executive Coaching, Blogging, Relaxation, Nutrition Education
Education
Duke Integrative Medicine
Integrative Health Coach Professional Training
University of Florida
Bachelor's degree, Journalism
Fountain Valley School
Lisa Dean's Jefferson Pilot Financial Experience 1992 - 1994
Job Project Planner Cost Control Specialist at Petrobras America Inc.
Industry Oil & Energy
Experience
Petrobras April 2008 - September 2015
BP 2005 - 2008
NextiraOne, LLC 2002 - 2005
Watson Moving & Storage 2000 - 2002
PaperCity Magazine 1998 - 2000
Texas Flagship Property Service 1994 - 1998
Jefferson Pilot Financial 1992 - 1994
Skills
Contract Management, Project Accounting, Project Planning, Contract Negotiation, Project Implementation, Project Finance, Cost Accounting, Logistics, Project Coordination, Accounts Payable, Database Administration, Training & Development, Analysis, Operations, COPAS, Materials Management, Accounts Receivable, Staff Supervision, Property Management, Gross Financial Outlook, Long Term Planning, Internal Audit, Report Generation, Database Management, Microsoft Excel, Data Management, Database Admin, Plannning, Employee Training, Payroll, Payroll Processing, Budgets, Planning, Management, Microsoft Office, Oil & Gas, SAP, Energy, Gas, Petroleum
Education
Texas Woman's University 2013 — 2014
Master of Business Administration (M.B.A.)
University of Phoenix
Bachelor of Science, Business Accounting
Petrobras April 2008 - September 2015
BP 2005 - 2008
NextiraOne, LLC 2002 - 2005
Watson Moving & Storage 2000 - 2002
PaperCity Magazine 1998 - 2000
Texas Flagship Property Service 1994 - 1998
Jefferson Pilot Financial 1992 - 1994
Skills
Contract Management, Project Accounting, Project Planning, Contract Negotiation, Project Implementation, Project Finance, Cost Accounting, Logistics, Project Coordination, Accounts Payable, Database Administration, Training & Development, Analysis, Operations, COPAS, Materials Management, Accounts Receivable, Staff Supervision, Property Management, Gross Financial Outlook, Long Term Planning, Internal Audit, Report Generation, Database Management, Microsoft Excel, Data Management, Database Admin, Plannning, Employee Training, Payroll, Payroll Processing, Budgets, Planning, Management, Microsoft Office, Oil & Gas, SAP, Energy, Gas, Petroleum
Education
Texas Woman's University 2013 — 2014
Master of Business Administration (M.B.A.)
University of Phoenix
Bachelor of Science, Business Accounting
Craig Gendron Craig Gendron's Jefferson Pilot Financial Experience February 2010 - May 2010
Job Financial Analyst at IDEXX
Industry Accounting
Experience
IDEXX Laboratories September 2014 - Present
Irwin Industrial Tools March 2012 - September 2014
Enterprise Rent-A-Car June 2010 - March 2012
After the Tassel, Inc. September 2009 - June 2010
Jefferson Pilot Financial February 2010 - May 2010
Pepsi Bottling Group September 2009 - September 2009
SNHU January 2009 - April 2009
Fairchild Semiconductor May 2008 - August 2008
Manchester Monarch's September 2007 - October 2007
Skills
Accounts Payable, Account Reconciliation, Financial Statements, Finance, Cost Accounting, Fixed Assets, Auditing, Leadership, Microsoft Office, Customer Service, Management, PeopleSoft, Time Management, Budgets, Forecasting, Financial Analysis, Financial Reporting
Education
Southern New Hampshire University 2010 — 2014
Masters, Accounting & Finance
Southern New Hampshire University 2005 — 2009
Bachelors, Accounting/Finance
IDEXX Laboratories September 2014 - Present
Irwin Industrial Tools March 2012 - September 2014
Enterprise Rent-A-Car June 2010 - March 2012
After the Tassel, Inc. September 2009 - June 2010
Jefferson Pilot Financial February 2010 - May 2010
Pepsi Bottling Group September 2009 - September 2009
SNHU January 2009 - April 2009
Fairchild Semiconductor May 2008 - August 2008
Manchester Monarch's September 2007 - October 2007
Skills
Accounts Payable, Account Reconciliation, Financial Statements, Finance, Cost Accounting, Fixed Assets, Auditing, Leadership, Microsoft Office, Customer Service, Management, PeopleSoft, Time Management, Budgets, Forecasting, Financial Analysis, Financial Reporting
Education
Southern New Hampshire University 2010 — 2014
Masters, Accounting & Finance
Southern New Hampshire University 2005 — 2009
Bachelors, Accounting/Finance
Charlie Armenti Charlie Armenti's Jefferson Pilot Financial Experience April 2001 - December 2004
Job Information Technology Executive
Industry Information Technology and Services
Experience
Lincoln Financial Group October 2011 - Present
Lincoln Financial Group March 2011 - October 2011
Fidelity Investments November 2004 - October 2010
Jefferson Pilot Financial April 2001 - December 2004
Chubb Life America November 1987 - March 2001
AIG/New Hampshire Insurance June 1984 - October 1987
Allmerica/Hanover Insurance May 1982 - May 1984
Skills
SDLC, Agile Methodologies, Quality Assurance, Integration, Testing, Quality Center, Software Development, Strategy, MS Project, Enterprise Software, Test Planning, Test Management, Business Analysis, Financial Services, Management, Process Improvement, SQL, Software Project..., Test Automation, Vendor Management
Education
Norwich University 1977 — 1981
Business Admin, Computer Science/Marketing
Lincoln Financial Group October 2011 - Present
Lincoln Financial Group March 2011 - October 2011
Fidelity Investments November 2004 - October 2010
Jefferson Pilot Financial April 2001 - December 2004
Chubb Life America November 1987 - March 2001
AIG/New Hampshire Insurance June 1984 - October 1987
Allmerica/Hanover Insurance May 1982 - May 1984
Skills
SDLC, Agile Methodologies, Quality Assurance, Integration, Testing, Quality Center, Software Development, Strategy, MS Project, Enterprise Software, Test Planning, Test Management, Business Analysis, Financial Services, Management, Process Improvement, SQL, Software Project..., Test Automation, Vendor Management
Education
Norwich University 1977 — 1981
Business Admin, Computer Science/Marketing
Janet Ramsey, CFP® Janet Ramsey, CFP®'s Jefferson Pilot Financial Experience March 2001 - March 2003
Job Advisory Representative at LFSC/Certified Financial Planner™ designee/President Premier Advisor Group LLC
Industry Financial Services
Experience
Premier Advisor Group LLC April 2002 - Present
Lincoln Financial Securities Corporation (LFSC) April 2001 - Present
Jefferson Pilot Financial March 2001 - March 2003
MetLife June 1983 - March 2001
Skills
Investments, Estate Law, Cash Flow, Financial Risk, Retirement Planning, Estate Planning, Insurance, Retirement, Strategic Financial..., Fixed Annuities, Wealth Management, Series 7, Life Insurance, Long-term Care, Disability Insurance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1983
MBA, Business Administration
University of North Carolina at Chapel Hill 1975 — 1979
BSBA, Business Administration
Premier Advisor Group LLC April 2002 - Present
Lincoln Financial Securities Corporation (LFSC) April 2001 - Present
Jefferson Pilot Financial March 2001 - March 2003
MetLife June 1983 - March 2001
Skills
Investments, Estate Law, Cash Flow, Financial Risk, Retirement Planning, Estate Planning, Insurance, Retirement, Strategic Financial..., Fixed Annuities, Wealth Management, Series 7, Life Insurance, Long-term Care, Disability Insurance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1983
MBA, Business Administration
University of North Carolina at Chapel Hill 1975 — 1979
BSBA, Business Administration
Frank Galloway Frank Galloway's Jefferson Pilot Financial Experience January 1999 - 2003
Job at Galloway Insurance Agency
Industry Insurance
Experience
Galloway Insurance Agency September 2007 - Present
Blue Cross Blue Shield of South Carolina January 2004 - September 2007
Jefferson Pilot Financial January 1999 - 2003
Skills
Health Insurance, Disability Insurance, Insurance, Life Insurance, Property & Casualty..., Fixed Annuities, Account Management, Commercial Insurance, Workers Compensation, Brokers, Term Life Insurance, Legal Liability, Claim, Long-term Care, Umbrella Insurance, Inland Marine, Health Savings Accounts, Underwriting, General Insurance, Liability, Accident
Education
The Citadel 1975 — 1979
BS Business Administration
Galloway Insurance Agency September 2007 - Present
Blue Cross Blue Shield of South Carolina January 2004 - September 2007
Jefferson Pilot Financial January 1999 - 2003
Skills
Health Insurance, Disability Insurance, Insurance, Life Insurance, Property & Casualty..., Fixed Annuities, Account Management, Commercial Insurance, Workers Compensation, Brokers, Term Life Insurance, Legal Liability, Claim, Long-term Care, Umbrella Insurance, Inland Marine, Health Savings Accounts, Underwriting, General Insurance, Liability, Accident
Education
The Citadel 1975 — 1979
BS Business Administration
Kevin Smith, AALU, CLU, FLMI, CSSC's Jefferson Pilot Financial Experience May 1995 - March 1999
Job Director, Business Process Reengineering at Legal & General America
Industry Insurance
Experience
Legal & General America March 2013 - Present
Liberty Life Assurance Company of Boston March 1999 - March 2013
Jefferson Pilot Financial May 1995 - March 1999
Skills
Operations Management, CRM, Underwriting, Life Insurance, Business Process..., Claim, General Insurance, Insurance, Leadership, New Business Development, Process Improvement, Reinsurance, Risk Management, Term Life Insurance
Education
State University of New York College at Brockport 1984 — 1986
BS, Business/Psychology
Legal & General America March 2013 - Present
Liberty Life Assurance Company of Boston March 1999 - March 2013
Jefferson Pilot Financial May 1995 - March 1999
Skills
Operations Management, CRM, Underwriting, Life Insurance, Business Process..., Claim, General Insurance, Insurance, Leadership, New Business Development, Process Improvement, Reinsurance, Risk Management, Term Life Insurance
Education
State University of New York College at Brockport 1984 — 1986
BS, Business/Psychology
Merle Glen Tatum Merle Glen Tatum's Jefferson Pilot Financial Experience June 2003 - June 2009
Job Winding down. Retired
Industry Real Estate
Experience
TNT Operations, LLC April 2015 - Present
First Data Corporation April 2010 - April 2015
Jefferson Pilot Financial June 2003 - June 2009
Lincoln Financial Group June 2003 - June 2009
Jefferson Pilot - Lincoln Financial Group June 2003 - June 2009
American Tool Company January 1997 - January 2003
Southeast Community College January 1991 - April 1997
Southeast Community College January 1991 - January 1997
Southeast Community College May 1992 - May 1993
Datapoint Corporation January 1981 - January 1990
Education
University of Nebraska-Lincoln 1989 — 1993
MBA, Business and Finance
Kearney State College
BS
University of Nebraska
MBA
TNT Operations, LLC April 2015 - Present
First Data Corporation April 2010 - April 2015
Jefferson Pilot Financial June 2003 - June 2009
Lincoln Financial Group June 2003 - June 2009
Jefferson Pilot - Lincoln Financial Group June 2003 - June 2009
American Tool Company January 1997 - January 2003
Southeast Community College January 1991 - April 1997
Southeast Community College January 1991 - January 1997
Southeast Community College May 1992 - May 1993
Datapoint Corporation January 1981 - January 1990
Education
University of Nebraska-Lincoln 1989 — 1993
MBA, Business and Finance
Kearney State College
BS
University of Nebraska
MBA
Derrick Pitts Derrick Pitts's Jefferson Pilot Financial Experience 2000 - 2001
Job Attorney at BuckleySandler LLP
Industry Law Practice
Experience
BuckleySandler LLP May 2010 - Present
NC Office of the Commissioner of Banks August 2008 - May 2009
NC Business Court 2007 - 2007
Wachovia Bank June 2002 - August 2006
National Association of Black Accountants (NABA) 2005 - 2006
Jefferson Pilot Financial 2000 - 2001
Skills
Legal Writing, Finance, Research, Internal Controls, Legal Issues, Legal Research, Risk Management, Litigation, Due Diligence, Commercial Litigation, Licensing, Securities, Banking, Corporate Governance, Mergers
Education
University of North Carolina at Chapel Hill 2006 — 2009
Juris Doctor, Law
North Carolina Agricultural and Technical State University 1997 — 2001
Bachelor of Science, Accounting
North Carolina Agricultural and Technical State University 1997 — 2001
Bachelor of Science, Information Systems
BuckleySandler LLP May 2010 - Present
NC Office of the Commissioner of Banks August 2008 - May 2009
NC Business Court 2007 - 2007
Wachovia Bank June 2002 - August 2006
National Association of Black Accountants (NABA) 2005 - 2006
Jefferson Pilot Financial 2000 - 2001
Skills
Legal Writing, Finance, Research, Internal Controls, Legal Issues, Legal Research, Risk Management, Litigation, Due Diligence, Commercial Litigation, Licensing, Securities, Banking, Corporate Governance, Mergers
Education
University of North Carolina at Chapel Hill 2006 — 2009
Juris Doctor, Law
North Carolina Agricultural and Technical State University 1997 — 2001
Bachelor of Science, Accounting
North Carolina Agricultural and Technical State University 1997 — 2001
Bachelor of Science, Information Systems
Robert Charest Robert Charest's Jefferson Pilot Financial Experience July 1996 - December 1999
Job Business Systems Analyst
Industry Information Technology and Services
Experience
TD July 2015 - Present
Citizens Bank August 2012 - May 2014
Sun Life October 2011 - February 2012
Raytheon October 2010 - October 2011
Aspen Specialty Insurance Company August 2004 - July 2009
Allmerica Financial July 2004 - August 2004
RJC Systems October 2001 - May 2004
Liberty Mutual, Portsmouth, NH February 2000 - September 2001
Jefferson Pilot Financial July 1996 - December 1999
Skills
Visio, SDLC, Full SDLC, Requirements Analysis, Business Analysis, Process Improvement, Quality Assurance, Requirements Gathering, Databases, Software Documentation, Software Development, Project Management, Vendor Management, Business Process, Software Project..., SharePoint
Education
University of Massachusetts Lowell
BS
TD July 2015 - Present
Citizens Bank August 2012 - May 2014
Sun Life October 2011 - February 2012
Raytheon October 2010 - October 2011
Aspen Specialty Insurance Company August 2004 - July 2009
Allmerica Financial July 2004 - August 2004
RJC Systems October 2001 - May 2004
Liberty Mutual, Portsmouth, NH February 2000 - September 2001
Jefferson Pilot Financial July 1996 - December 1999
Skills
Visio, SDLC, Full SDLC, Requirements Analysis, Business Analysis, Process Improvement, Quality Assurance, Requirements Gathering, Databases, Software Documentation, Software Development, Project Management, Vendor Management, Business Process, Software Project..., SharePoint
Education
University of Massachusetts Lowell
BS
Srini Pulugurtha Srini Pulugurtha's Jefferson Pilot Financial Experience July 2004 - March 2006
Job Enterprise Data Architect at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group March 2006 - May 2014
Jefferson Pilot Financial July 2004 - March 2006
IONA Technologies March 2001 - June 2004
IONA Technologies March 2000 - March 2001
Falvey Memorial Library, Villanova January 1999 - December 1999
Skills
Solr, Distributed Systems, Portal Technologies, Database Design, Informatica, Hadoop, Enterprise Search, Data Mining, Text Mining, Enterprise Architecture, SOA, Customer Data..., Master Data Management, Data Strategies, Unix, Big Data, Solution Architecture, Java Enterprise Edition, Application Architecture, ESB, Data Warehousing, Websphere, ETL, Weblogic, Agile Methodologies, SDLC, WebLogic, Business Analysis, WebSphere, Oracle, Requirements Analysis
Education
Villanova University 1999 — 2001
MS, Computer Science
Osmania University 1994 — 1998
B.Tech, Chemical Engineering
CFA Level II candidate
CFA Level II candidate, Finance
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group March 2006 - May 2014
Jefferson Pilot Financial July 2004 - March 2006
IONA Technologies March 2001 - June 2004
IONA Technologies March 2000 - March 2001
Falvey Memorial Library, Villanova January 1999 - December 1999
Skills
Solr, Distributed Systems, Portal Technologies, Database Design, Informatica, Hadoop, Enterprise Search, Data Mining, Text Mining, Enterprise Architecture, SOA, Customer Data..., Master Data Management, Data Strategies, Unix, Big Data, Solution Architecture, Java Enterprise Edition, Application Architecture, ESB, Data Warehousing, Websphere, ETL, Weblogic, Agile Methodologies, SDLC, WebLogic, Business Analysis, WebSphere, Oracle, Requirements Analysis
Education
Villanova University 1999 — 2001
MS, Computer Science
Osmania University 1994 — 1998
B.Tech, Chemical Engineering
CFA Level II candidate
CFA Level II candidate, Finance
Scott Winslow, ChFC Scott Winslow, ChFC's Jefferson Pilot Financial Experience February 1996 - June 1997
Job Managing Partner at Nabell Winslow Investments
Industry Investment Management
Experience
Partners Square Consulting, LLC August 2015 - Present
Nabell Winslow Investments & Wealth Management September 2013 - Present
First Citizens Bank August 2001 - September 2013
GE Financial June 1997 - August 2001
Jefferson Pilot Financial February 1996 - June 1997
Skills
Retirement Planning, Wealth Management, Estate Planning, Wealth Management..., Asset Management, Investment Strategies, Alternative Investments, Investment Advisory, Wealth, Financial Services, Asset Allocation, Financial Planners, Investment Management, Advanced Financial..., Life Insurance, Trusts, Insurance, High Net Worth..., Portfolio Management, Strategic Financial..., Bonds, Equities, Personal Financial..., Investments, Business Sucession..., tax planning, Retirement Income..., Relationship Management, Personal Finance, Fixed Income, Stocks, Long Term Care Insurance, Disability Insurance, ETFs, Retirement Plan..., Wealth Accumulation, Pensions, Capital Markets, Term Life Insurance, Variable Annuities, Investment Advisory..., Estate Tax Planning, Inheritance Tax Planning, Succession Planning, Exit Strategies, Qualified Retirement..., Financial Planning, Business Continuity..., 401k Rollovers, Financial Advisory
Education
University of Mount Olive 1994 — 1997
Bachelor of Science (B.S.), Business Administration
Partners Square Consulting, LLC August 2015 - Present
Nabell Winslow Investments & Wealth Management September 2013 - Present
First Citizens Bank August 2001 - September 2013
GE Financial June 1997 - August 2001
Jefferson Pilot Financial February 1996 - June 1997
Skills
Retirement Planning, Wealth Management, Estate Planning, Wealth Management..., Asset Management, Investment Strategies, Alternative Investments, Investment Advisory, Wealth, Financial Services, Asset Allocation, Financial Planners, Investment Management, Advanced Financial..., Life Insurance, Trusts, Insurance, High Net Worth..., Portfolio Management, Strategic Financial..., Bonds, Equities, Personal Financial..., Investments, Business Sucession..., tax planning, Retirement Income..., Relationship Management, Personal Finance, Fixed Income, Stocks, Long Term Care Insurance, Disability Insurance, ETFs, Retirement Plan..., Wealth Accumulation, Pensions, Capital Markets, Term Life Insurance, Variable Annuities, Investment Advisory..., Estate Tax Planning, Inheritance Tax Planning, Succession Planning, Exit Strategies, Qualified Retirement..., Financial Planning, Business Continuity..., 401k Rollovers, Financial Advisory
Education
University of Mount Olive 1994 — 1997
Bachelor of Science (B.S.), Business Administration
Sean Fekete's Jefferson Pilot Financial Experience December 2004 - December 2005
Job Senior Director of Account Management at Trademark Capital Services
Industry Financial Services
Experience
Trademark Capital Services August 2007 - Present
The Arlen Group August 2006 - August 2007
Reliance Standard January 2005 - August 2006
Jefferson Pilot Financial December 2004 - December 2005
The Hartford July 2002 - December 2004
Skills
Disability Insurance, Insurance, Employee Benefits, Brokers, Health Insurance, Underwriting, Life Insurance, Term Life Insurance, Health Savings Accounts, Account Management, Sales, Benefits Administration, Negotiation, Customer Service, Group Insurance, Long-term Care, Health Care Reform, COBRA, Professional Liability
Education
University of St. Thomas - Opus College of Business 2000 — 2002
B.A., Marketing and Managment
St. Cloud State University 1997 — 1999
Trademark Capital Services August 2007 - Present
The Arlen Group August 2006 - August 2007
Reliance Standard January 2005 - August 2006
Jefferson Pilot Financial December 2004 - December 2005
The Hartford July 2002 - December 2004
Skills
Disability Insurance, Insurance, Employee Benefits, Brokers, Health Insurance, Underwriting, Life Insurance, Term Life Insurance, Health Savings Accounts, Account Management, Sales, Benefits Administration, Negotiation, Customer Service, Group Insurance, Long-term Care, Health Care Reform, COBRA, Professional Liability
Education
University of St. Thomas - Opus College of Business 2000 — 2002
B.A., Marketing and Managment
St. Cloud State University 1997 — 1999
Craig Tucker's Jefferson Pilot Financial Experience March 1995 - September 2001
Job Agency Manager at Western & Southern Financial Group
Industry Insurance
Experience
Western & Southern Financial Group September 2014 - Present
AIG September 2001 - August 2014
Jefferson Pilot Financial March 1995 - September 2001
Southeastern Marketing, Inc July 1993 - March 1995
Scrivner, Inc January 1988 - June 1993
Skills
Employee Benefits, Estate Planning, Wealth, Universal Life, Term Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Whole Life, Financial Planners, Retirement, Buy-sell Agreements, IRAs, Critical Illness, Retirement Planning, Roth IRA, Strategic Financial..., Life Insurance, Long-term Care, Health Insurance, Long Term Care Insurance, Accident, Small Business, Recruiting, Key Person Insurance, Insurance Brokerage, General Insurance, Group Insurance, Wealth Accumulation, Indexed Annuities, Life, Permanent Life Insurance, Securities, Management, Brokers, Income Protection, Building Relationships, 401k, Series 6, Financial Services, Financial Advisory, Mutual Funds, Wealth Management, Series 63, Investments, Portfolio Management, High Net Worth..., Sales, Financial Planning
Education
The American College 2011 — 2013
CLF Designation, Insurance
Mount Olive College via James Spunt 1991 — 1992
Accounting
Wayne County Community College 1989 — 1991
Psychology
Western & Southern Financial Group September 2014 - Present
AIG September 2001 - August 2014
Jefferson Pilot Financial March 1995 - September 2001
Southeastern Marketing, Inc July 1993 - March 1995
Scrivner, Inc January 1988 - June 1993
Skills
Employee Benefits, Estate Planning, Wealth, Universal Life, Term Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Whole Life, Financial Planners, Retirement, Buy-sell Agreements, IRAs, Critical Illness, Retirement Planning, Roth IRA, Strategic Financial..., Life Insurance, Long-term Care, Health Insurance, Long Term Care Insurance, Accident, Small Business, Recruiting, Key Person Insurance, Insurance Brokerage, General Insurance, Group Insurance, Wealth Accumulation, Indexed Annuities, Life, Permanent Life Insurance, Securities, Management, Brokers, Income Protection, Building Relationships, 401k, Series 6, Financial Services, Financial Advisory, Mutual Funds, Wealth Management, Series 63, Investments, Portfolio Management, High Net Worth..., Sales, Financial Planning
Education
The American College 2011 — 2013
CLF Designation, Insurance
Mount Olive College via James Spunt 1991 — 1992
Accounting
Wayne County Community College 1989 — 1991
Psychology
Allison Misle Allison Misle's Jefferson Pilot Financial Experience May 2009 - August 2009
Job .
Industry Hospital & Health Care
Experience
Modern Salon & Spa June 2015 - Present
Modern salon and spa June 2013 - Present
Victoria's Secret April 2010 - May 2014
Victoria's Secret November 2012 - January 2014
Young Life February 2010 - May 2010
Jefferson Pilot Financial May 2009 - August 2009
SharpTop Cove June 2009 - July 2009
SeaCoast Sports and Outfitters May 2008 - August 2008
Skills
Nursing, Phlebotomy, Research, Rowing, Mathematics, High Organizational..., Determination, PowerPoint, Customer Service, Leadership, Teamwork, Management, Time Management, Strategic Planning, Inventory, Product Ordering
Education
Samford University 2010 — 2014
Nursing
Modern Salon & Spa June 2015 - Present
Modern salon and spa June 2013 - Present
Victoria's Secret April 2010 - May 2014
Victoria's Secret November 2012 - January 2014
Young Life February 2010 - May 2010
Jefferson Pilot Financial May 2009 - August 2009
SharpTop Cove June 2009 - July 2009
SeaCoast Sports and Outfitters May 2008 - August 2008
Skills
Nursing, Phlebotomy, Research, Rowing, Mathematics, High Organizational..., Determination, PowerPoint, Customer Service, Leadership, Teamwork, Management, Time Management, Strategic Planning, Inventory, Product Ordering
Education
Samford University 2010 — 2014
Nursing
Richard T. Cleary Richard T. Cleary's Jefferson Pilot Financial Experience May 1983 - March 2002
Job President and CEO of FSEdNet, Inc.
Industry Financial Services
Experience
FSEdNet - Financial Services Educational Network February 2009 - Present
John Hancock Financial Network-The Partners Network March 2002 - April 2015
Jefferson Pilot Financial May 1983 - March 2002
US Navy October 1973 - May 1980
Education
University of La Verne
BS, Business Management
Beloit Memorial High School
HS 1973
FSEdNet - Financial Services Educational Network February 2009 - Present
John Hancock Financial Network-The Partners Network March 2002 - April 2015
Jefferson Pilot Financial May 1983 - March 2002
US Navy October 1973 - May 1980
Education
University of La Verne
BS, Business Management
Beloit Memorial High School
HS 1973
Bobbie Brooks's Jefferson Pilot Financial Experience 2000 - 2003
Job Legal Specialist at Blue Cross Blue Shield of Nebraska
Industry Insurance
Experience
Blue Cross and Blue Shield January 2013 - Present
Torta e Biscotti - Bakers 1997 - Present
Blue Cross and Blue Shield of Nebraska October 2008 - December 2012
Bag N Save 2003 - 2008
Medco 2006 - 2007
Jefferson pilot Financial 2000 - 2003
Skills
Baking, Cakes, Cookies, Insurance, Health Insurance, Claim, Process Improvement, Customer Service, Team Building, Benefits Administration, Disability Insurance, HIPAA, Call Centers
Education
Metropolitan Community College 2015 — 2017
Associate’s Degree, Legal Assistant/Paralegal
University of Nebraska at Omaha 1994 — 2000
BS, History
Burke High School 1984 — 1987
Burke High School
Blue Cross and Blue Shield January 2013 - Present
Torta e Biscotti - Bakers 1997 - Present
Blue Cross and Blue Shield of Nebraska October 2008 - December 2012
Bag N Save 2003 - 2008
Medco 2006 - 2007
Jefferson pilot Financial 2000 - 2003
Skills
Baking, Cakes, Cookies, Insurance, Health Insurance, Claim, Process Improvement, Customer Service, Team Building, Benefits Administration, Disability Insurance, HIPAA, Call Centers
Education
Metropolitan Community College 2015 — 2017
Associate’s Degree, Legal Assistant/Paralegal
University of Nebraska at Omaha 1994 — 2000
BS, History
Burke High School 1984 — 1987
Burke High School
Bruce Parker Bruce Parker's Jefferson Pilot Financial Experience February 2000 - February 2003
Job at PanAmerican Life Insurance Company
Industry Financial Services
Experience
Pan-American Life Insurance Group December 2009 - Present
Parker and Company Management Consultants November 2008 - December 2009
Old Mutual 2003 - 2009
Old Mutual Financial Network February 2003 - November 2008
Jefferson Pilot Financial February 2000 - February 2003
Prudential Financial 1996 - 2000
Skills
Insurance, Retirement, Fixed Annuities, Investments, Strategy, Strategic Planning, Retirement Planning, Life Insurance, Term Life Insurance, Mergers & Acquisitions, Management, Strategic Financial..., Financial Advisory, Sales, Risk Management, Financial Services, Operations Management, Leadership, Management Consulting, Change Management, Executive Management, Business Planning, Marketing, Finance, Disability Insurance, Underwriting, Mutual Funds, Portfolio Management, Health Insurance, Long-term Care, Wealth Management, Financial Planning, CEO Succession
Education
The American College 1998 — 2002
MSM, Management and Leadership
State University of New York College at Oswego 1977 — 1981
BA, Economics
Pan-American Life Insurance Group December 2009 - Present
Parker and Company Management Consultants November 2008 - December 2009
Old Mutual 2003 - 2009
Old Mutual Financial Network February 2003 - November 2008
Jefferson Pilot Financial February 2000 - February 2003
Prudential Financial 1996 - 2000
Skills
Insurance, Retirement, Fixed Annuities, Investments, Strategy, Strategic Planning, Retirement Planning, Life Insurance, Term Life Insurance, Mergers & Acquisitions, Management, Strategic Financial..., Financial Advisory, Sales, Risk Management, Financial Services, Operations Management, Leadership, Management Consulting, Change Management, Executive Management, Business Planning, Marketing, Finance, Disability Insurance, Underwriting, Mutual Funds, Portfolio Management, Health Insurance, Long-term Care, Wealth Management, Financial Planning, CEO Succession
Education
The American College 1998 — 2002
MSM, Management and Leadership
State University of New York College at Oswego 1977 — 1981
BA, Economics
Cynthia Pellegrino, CFP®'s Jefferson Pilot Financial Experience July 2004 - February 2005
Job Financial Advisor/CERTIFIED FINANCIAL PLANNER™ at Symmetry Wealth Management LLC
Industry Financial Services
Experience
Symmetry Wealth Management LLC June 2015 - Present
Applied Capital Management February 2005 - June 2015
Jefferson Pilot Financial July 2004 - February 2005
Fidelity Investments August 2000 - July 2004
Education
Southern New Hampshire University 2011 — 2014
Bachelors, Finance & Economics, 3.715
Northern Essex Community College 1996 — 1999
Associates, Liberal Arts, 3.75
Portsmouth High School 1982 — 1986
High School Diploma, General
Symmetry Wealth Management LLC June 2015 - Present
Applied Capital Management February 2005 - June 2015
Jefferson Pilot Financial July 2004 - February 2005
Fidelity Investments August 2000 - July 2004
Education
Southern New Hampshire University 2011 — 2014
Bachelors, Finance & Economics, 3.715
Northern Essex Community College 1996 — 1999
Associates, Liberal Arts, 3.75
Portsmouth High School 1982 — 1986
High School Diploma, General
Karen Nixon Karen Nixon's Jefferson Pilot Financial Experience April 2004 - April 2005
Job Sr. Analyst, IT Budget Analysis at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group October 2011 - October 2012
Lincoln Financial Group April 2005 - October 2011
Jefferson Pilot Financial April 2004 - April 2005
Jefferson Pilot Financial April 2001 - April 2004
Skills
Insurance, Life Insurance, Business Analysis, Strategic Financial..., Strategic Planning, Relationship Management, Financial Analysis, Change Management, Process Improvement, Financial Services, Vendor Management, Business Continuity, Crisis Management, Portfolio Management, Fixed Annuities, Program Management, Leadership, Project Management, Business Process..., Budgets, Management, Business Strategy, Cross-functional Team..., New Business Development, Strategy, Risk Management, Executive Management, Marketing, Finance, CRM, Analysis, Underwriting, Business Planning, Mergers & Acquisitions, Business Development, Competitive Analysis
Education
Keene State College 1985 — 1989
BA, Mathematics
Lincoln Financial Group October 2011 - October 2012
Lincoln Financial Group April 2005 - October 2011
Jefferson Pilot Financial April 2004 - April 2005
Jefferson Pilot Financial April 2001 - April 2004
Skills
Insurance, Life Insurance, Business Analysis, Strategic Financial..., Strategic Planning, Relationship Management, Financial Analysis, Change Management, Process Improvement, Financial Services, Vendor Management, Business Continuity, Crisis Management, Portfolio Management, Fixed Annuities, Program Management, Leadership, Project Management, Business Process..., Budgets, Management, Business Strategy, Cross-functional Team..., New Business Development, Strategy, Risk Management, Executive Management, Marketing, Finance, CRM, Analysis, Underwriting, Business Planning, Mergers & Acquisitions, Business Development, Competitive Analysis
Education
Keene State College 1985 — 1989
BA, Mathematics
Carl Gaynor's Jefferson Pilot Financial Experience May 1999 - April 2000
Job Marketing Director at Valspar
Industry Chemicals
Experience
Valspar May 2012 - Present
Valspar January 2012 - May 2012
Ecolab April 2010 - January 2012
Ecolab March 2008 - April 2010
Ecolab February 2006 - March 2008
The Dow Chemical Company May 2000 - January 2006
Jefferson Pilot Financial May 1999 - April 2000
Skills
Budgets, Strategy, Coatings, Product Management, Cross-functional Team..., Forecasting, Team Leadership, Project Management, Vendor Relationships, Leadership, Team Building, Manufacturing, Product Development, Process Improvement, New Business Development, Management, Strategic Planning, Marketing, Sales, Polymers, Analysis, Competitive Analysis, Pricing, Segmentation, Market Development, Project Planning, Pricing Strategy, Sales Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
MBA
University of North Carolina at Chapel Hill 1995 — 1999
BA, Chemistry
Valspar May 2012 - Present
Valspar January 2012 - May 2012
Ecolab April 2010 - January 2012
Ecolab March 2008 - April 2010
Ecolab February 2006 - March 2008
The Dow Chemical Company May 2000 - January 2006
Jefferson Pilot Financial May 1999 - April 2000
Skills
Budgets, Strategy, Coatings, Product Management, Cross-functional Team..., Forecasting, Team Leadership, Project Management, Vendor Relationships, Leadership, Team Building, Manufacturing, Product Development, Process Improvement, New Business Development, Management, Strategic Planning, Marketing, Sales, Polymers, Analysis, Competitive Analysis, Pricing, Segmentation, Market Development, Project Planning, Pricing Strategy, Sales Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
MBA
University of North Carolina at Chapel Hill 1995 — 1999
BA, Chemistry
Tony Rouff Tony Rouff's Jefferson Pilot Financial Experience February 1999 - May 2000
Job Peace of Mind, Money for College, Secure Retirement
Industry Financial Services
Experience
Tony Rouff Financial & Insurance Services December 2011 - Present
National Assoc.of Insurance & Financial Advisors - Orange County July 2010 - June 2013
Cambridge Financial Partners, LLC March 2009 - December 2011
PACIFIC GUARDIAN LIFE INSURANCE COMPANY May 2008 - November 2009
CPS/INTEGRATED MARKETING & INSURANCE SERVICES September 2007 - May 2008
BANKERS LIFE and CASUALTY COMPANY September 2005 - September 2006
MetLife Financial Services August 2000 - September 2005
Jefferson Pilot Financial February 1999 - May 2000
JACKSON NATIONAL LIFE INSURANCE COMPANY March 1987 - September 1998
INNOVATIVE INSURANCE MARKETING February 1981 - March 1987
Skills
Fixed Annuities, Insurance, Retirement Planning, Life Insurance, Leadership, Sales, Long-term Care, Investments, Marketing Strategy, Financial Services, Long Term Care Insurance, Recruiting, Finance, Securities, Wealth, Mutual Funds, Retirement, Term Life Insurance, Disability Insurance, Whole Life, Brokers, Financial Planners, Product Development, Estate Planning, Sales Operations, Public Speaking
Education
Pasadena Polytechnic
The Polytechnic School
University of California, Irvine
Master of Fine Arts (MFA), Fine Arts
Tony Rouff Financial & Insurance Services December 2011 - Present
National Assoc.of Insurance & Financial Advisors - Orange County July 2010 - June 2013
Cambridge Financial Partners, LLC March 2009 - December 2011
PACIFIC GUARDIAN LIFE INSURANCE COMPANY May 2008 - November 2009
CPS/INTEGRATED MARKETING & INSURANCE SERVICES September 2007 - May 2008
BANKERS LIFE and CASUALTY COMPANY September 2005 - September 2006
MetLife Financial Services August 2000 - September 2005
Jefferson Pilot Financial February 1999 - May 2000
JACKSON NATIONAL LIFE INSURANCE COMPANY March 1987 - September 1998
INNOVATIVE INSURANCE MARKETING February 1981 - March 1987
Skills
Fixed Annuities, Insurance, Retirement Planning, Life Insurance, Leadership, Sales, Long-term Care, Investments, Marketing Strategy, Financial Services, Long Term Care Insurance, Recruiting, Finance, Securities, Wealth, Mutual Funds, Retirement, Term Life Insurance, Disability Insurance, Whole Life, Brokers, Financial Planners, Product Development, Estate Planning, Sales Operations, Public Speaking
Education
Pasadena Polytechnic
The Polytechnic School
University of California, Irvine
Master of Fine Arts (MFA), Fine Arts
James Oppenlander, CLU, ChFC James Oppenlander, CLU, ChFC's Jefferson Pilot Financial Experience 1982 - 1987
Job National Life Group General Manager Wealth Strategist MDRT Court of the Table Financial Services Recruiter
Industry Financial Services
Experience
Dome Financial Services July 2001 - Present
National Life Group July 2014 - Present
Equity Services, Inc. September 2014 - Present
Accordia Life July 2001 - Present
New York Life Insurance Company 1987 - 2001
Jefferson Pilot Financial 1982 - 1987
Skills
Life Insurance, Disability Insurance, Employee Benefits, Long-term Care, Approved Continuing..., Living Benefits, Sales and Marketing, General Manager, Approved Continuing..., Annuities, Investment Advisory, Management, Fixed Annuities, Finance, Strategic Planning
Education
Ohio University 1975 — 1981
BBA, Marketing
Dome Financial Services July 2001 - Present
National Life Group July 2014 - Present
Equity Services, Inc. September 2014 - Present
Accordia Life July 2001 - Present
New York Life Insurance Company 1987 - 2001
Jefferson Pilot Financial 1982 - 1987
Skills
Life Insurance, Disability Insurance, Employee Benefits, Long-term Care, Approved Continuing..., Living Benefits, Sales and Marketing, General Manager, Approved Continuing..., Annuities, Investment Advisory, Management, Fixed Annuities, Finance, Strategic Planning
Education
Ohio University 1975 — 1981
BBA, Marketing
Stephen Lank Stephen Lank's Jefferson Pilot Financial Experience July 1999 - August 2005
Job Executive Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2012 - Present
LPL Financial November 2009 - Present
LPL Financial Services 2005 - Present
LPL 2005 - Present
IFMG September 2007 - December 2008
Jefferson Pilot Financial July 1999 - August 2005
Jefferson Pilot Securities 1999 - 2005
Lincoln Financial Group 1999 - 2005
Jefferson Pilot Financial & Securities 1999 - 2005
Skills
Series 7, Investment Advisory, Wealth Management, Mutual Funds, Alternative Investments, Series 4, Series 24, Series 53, Series 63, Series 65, FINRA, Settlement, Securities Regulation, Uniform Combined State..., Financial Services, Leadership Initiatives, Retirement, Securities, Fixed Annuities, Investment Strategies, Series 6
Education
Keene State College 1986 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
LPL Financial February 2012 - Present
LPL Financial November 2009 - Present
LPL Financial Services 2005 - Present
LPL 2005 - Present
IFMG September 2007 - December 2008
Jefferson Pilot Financial July 1999 - August 2005
Jefferson Pilot Securities 1999 - 2005
Lincoln Financial Group 1999 - 2005
Jefferson Pilot Financial & Securities 1999 - 2005
Skills
Series 7, Investment Advisory, Wealth Management, Mutual Funds, Alternative Investments, Series 4, Series 24, Series 53, Series 63, Series 65, FINRA, Settlement, Securities Regulation, Uniform Combined State..., Financial Services, Leadership Initiatives, Retirement, Securities, Fixed Annuities, Investment Strategies, Series 6
Education
Keene State College 1986 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Jeffrey Bolmeyer Jeffrey Bolmeyer's Jefferson Pilot Financial Experience September 1997 - June 2001
Job Director of Account Management at Corporate Synergies Group
Industry Insurance
Experience
Corporate Synergies February 2012 - Present
PEBA April 2003 - Present
David M. Banet & Associates and Colonial Life October 2009 - February 2012
Lyons Companies September 2004 - October 2009
Assurex Global 2004 - 2009
Gallager Benefit Services February 2003 - September 2004
Ceridian Benefit Services June 2001 - August 2002
Jefferson Pilot Financial September 1997 - June 2001
Skills
ERISA, Cafeteria Plans, Group Medical, Wellness, Employee Benefits, Disability Insurance, Group Benefits, Group Dental, Health Care Reform, CDHC HSAs and HRAs, HIPAA, Group Life Insurance, Voluntary Benefits, Self-Insurance, COBRA, Life Insurance, Self-insured, Insurance, Brokers, Dentistry, Group Insurance, Benefits Administration, Health Insurance, Workers Compensation, Health Savings Accounts, Underwriting, Account Management
Education
University of Miami
BBA and MBA, Business and Economics
University of Miami - School of Business
Master of Business Administration (M.B.A.), Business/Managerial Economics
Corporate Synergies February 2012 - Present
PEBA April 2003 - Present
David M. Banet & Associates and Colonial Life October 2009 - February 2012
Lyons Companies September 2004 - October 2009
Assurex Global 2004 - 2009
Gallager Benefit Services February 2003 - September 2004
Ceridian Benefit Services June 2001 - August 2002
Jefferson Pilot Financial September 1997 - June 2001
Skills
ERISA, Cafeteria Plans, Group Medical, Wellness, Employee Benefits, Disability Insurance, Group Benefits, Group Dental, Health Care Reform, CDHC HSAs and HRAs, HIPAA, Group Life Insurance, Voluntary Benefits, Self-Insurance, COBRA, Life Insurance, Self-insured, Insurance, Brokers, Dentistry, Group Insurance, Benefits Administration, Health Insurance, Workers Compensation, Health Savings Accounts, Underwriting, Account Management
Education
University of Miami
BBA and MBA, Business and Economics
University of Miami - School of Business
Master of Business Administration (M.B.A.), Business/Managerial Economics
Gina Casstevens, FLMI, AIRC, AIAA, PCS Gina Casstevens, FLMI, AIRC, AIAA, PCS's Jefferson Pilot Financial Experience 2004 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
ABM, Inc. for Volvo Trucks, Inc. July 2015 - Present
Lincoln Financial Group 2007 - 2012
Lincoln Financial Group 2005 - 2007
Jefferson Pilot Financial 2004 - 2005
Todd Consulting, Inc. 2002 - 2004
Skills
Customer Service..., Legal Compliance, Formal complaint..., Mutual Funds, Variable Products, Life Insurance, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Term Life Insurance, Mentoring, Continuous Improvement, Long-term Care, Pensions, Vendor Management, 401k, Training, Series 6, Process Improvement, Disability Insurance, Risk Management, Employee Benefits, Financial Services, Executive Management
Education
Liberty University 2007 — 2015
Bachelor of Arts (B.A.), Business Administration, Management and Operations, Magna Cum Laude
ABM, Inc. for Volvo Trucks, Inc. July 2015 - Present
Lincoln Financial Group 2007 - 2012
Lincoln Financial Group 2005 - 2007
Jefferson Pilot Financial 2004 - 2005
Todd Consulting, Inc. 2002 - 2004
Skills
Customer Service..., Legal Compliance, Formal complaint..., Mutual Funds, Variable Products, Life Insurance, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Term Life Insurance, Mentoring, Continuous Improvement, Long-term Care, Pensions, Vendor Management, 401k, Training, Series 6, Process Improvement, Disability Insurance, Risk Management, Employee Benefits, Financial Services, Executive Management
Education
Liberty University 2007 — 2015
Bachelor of Arts (B.A.), Business Administration, Management and Operations, Magna Cum Laude
Philippe Saba Philippe Saba's Jefferson Pilot Financial Experience June 1993 - March 1997
Job Entrepreneur and Business Developer
Industry Retail
Experience
Y.B. Associates, LLC September 1999 - July 2011
Sigma Polishing and Restoration April 1997 - August 1999
Ameriserve Food Distribution April 1997 - August 1999
Associates First Capital April 1997 - August 1999
Jefferson Pilot Financial June 1993 - March 1997
Skills
Microsoft Office, Marketing Management, Business Development, Team Building, Marketing Promotion, Energetic team player, Bilingual, Database Marketing, Financial Analysis, Business Strategy, Market Segmentation, Contract Negotiation, Market Research
Education
University of South Carolina-Columbia 1999 — 2001
Master of Business Administration (MBA)
North Carolina Agricultural and Technical State University
Bachelor's of Science, Finance, General
Y.B. Associates, LLC September 1999 - July 2011
Sigma Polishing and Restoration April 1997 - August 1999
Ameriserve Food Distribution April 1997 - August 1999
Associates First Capital April 1997 - August 1999
Jefferson Pilot Financial June 1993 - March 1997
Skills
Microsoft Office, Marketing Management, Business Development, Team Building, Marketing Promotion, Energetic team player, Bilingual, Database Marketing, Financial Analysis, Business Strategy, Market Segmentation, Contract Negotiation, Market Research
Education
University of South Carolina-Columbia 1999 — 2001
Master of Business Administration (MBA)
North Carolina Agricultural and Technical State University
Bachelor's of Science, Finance, General
Alex Abbott Alex Abbott's Jefferson Pilot Financial Experience 2003 - 2004
Job Business Systems Analyst for Enterprise Applications
Industry Insurance
Experience
Measured Progress September 2013 - October 2014
SIAA August 2010 - August 2013
Liberty Mutual March 2009 - August 2010
Liberty Mutual 2004 - 2009
Jefferson Pilot Financial 2003 - 2004
Bottomline Technologies 2000 - 2003
Liberty Mutual 1994 - 2000
Skills
Project Management, Business Analysis, Enterprise Architecture, Management, Budgets, Training, Requirements Gathering, Software Documentation, Business Requirements, SharePoint
Education
University of New Hampshire 1992 — 1996
Bachelors, Sociology
University of New Hampshire 1990 — 1992
Associates, Business Management
STA
Measured Progress September 2013 - October 2014
SIAA August 2010 - August 2013
Liberty Mutual March 2009 - August 2010
Liberty Mutual 2004 - 2009
Jefferson Pilot Financial 2003 - 2004
Bottomline Technologies 2000 - 2003
Liberty Mutual 1994 - 2000
Skills
Project Management, Business Analysis, Enterprise Architecture, Management, Budgets, Training, Requirements Gathering, Software Documentation, Business Requirements, SharePoint
Education
University of New Hampshire 1992 — 1996
Bachelors, Sociology
University of New Hampshire 1990 — 1992
Associates, Business Management
STA
Repp H. Lambert II Repp H. Lambert II's Jefferson Pilot Financial Experience January 1995 - February 1996
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 1996 - Present
Jefferson Pilot Financial January 1995 - February 1996
Skills
Leadership, Sales, Finance, Customer Service, Management, Team Building, Marketing, Wealth Management, Insurance, Retirement Planning
Education
Radford University 1990 — 1994
B.S., Criminal Justice
Cape Henry Collegiate 1983 — 1989
Northwestern Mutual 1996 - Present
Jefferson Pilot Financial January 1995 - February 1996
Skills
Leadership, Sales, Finance, Customer Service, Management, Team Building, Marketing, Wealth Management, Insurance, Retirement Planning
Education
Radford University 1990 — 1994
B.S., Criminal Justice
Cape Henry Collegiate 1983 — 1989
Gerald Judice's Jefferson Pilot Financial Experience January 1990 - December 1992
Job Owner, JUDICE INN, INC. \ ST. LANDRY CINEMA
Industry Hospitality
Experience
Judice Inn & Personal Investing January 1986 - Present
JUDICE INN, INC. \ ST. LANDRY CINEMA December 1980 - Present
Jefferson Pilot Financial January 1990 - December 1992
Skills
Property Management, Personal Financial..., Investments, Contract Negotiation, Team Building, Budgets, Customer Service, Social Media Marketing, Retail, Finance, Sales, Small Business, Marketing, Management, Leadership, Financial Analysis, Real Estate, Training, Negotiation, Insurance, Accounting, Strategic Planning, Sales Management, Business Planning, Operations Management, Entrepreneurship, New Business Development, Customer Satisfaction, Account Management, Time Management, Event Management
Education
University of Louisiana at Lafayette 1980 — 1984
Business, Finance
University of Louisiana at Lafayette
Judice Inn & Personal Investing January 1986 - Present
JUDICE INN, INC. \ ST. LANDRY CINEMA December 1980 - Present
Jefferson Pilot Financial January 1990 - December 1992
Skills
Property Management, Personal Financial..., Investments, Contract Negotiation, Team Building, Budgets, Customer Service, Social Media Marketing, Retail, Finance, Sales, Small Business, Marketing, Management, Leadership, Financial Analysis, Real Estate, Training, Negotiation, Insurance, Accounting, Strategic Planning, Sales Management, Business Planning, Operations Management, Entrepreneurship, New Business Development, Customer Satisfaction, Account Management, Time Management, Event Management
Education
University of Louisiana at Lafayette 1980 — 1984
Business, Finance
University of Louisiana at Lafayette
Mark Grayson's Jefferson Pilot Financial Experience 1985 - 1992
Job DirectorProject Development Cycle Construction Co. & Professional Construction Svcs. (PCS)
Industry Construction
Experience
Cycle Construction Company & Professional Construction Services (PCS) March 2013 - Present
Enterprise Fleet Management of Louisiana July 1998 - 2012
Enterprise Fleet Management (EHI) 1992 - 1998
Jefferson Pilot Financial 1985 - 1992
Skills
New Business Development, Management, Sales Management, CRM, Sales, B2B, Business Development, Sales Operations, Business Planning, Contract Negotiation, Strategic Partnerships, Business Strategy, Negotiation, Forecasting, Project Management, Customer Service, Leadership, Operations Management, Recruiting, Strategy, Leadership Development, Start-ups, Entrepreneurship, Team Leadership, Automotive, Training, Solution Selling
Education
University of Southern Mississippi
Business Administration and Management, General
Cycle Construction Company & Professional Construction Services (PCS) March 2013 - Present
Enterprise Fleet Management of Louisiana July 1998 - 2012
Enterprise Fleet Management (EHI) 1992 - 1998
Jefferson Pilot Financial 1985 - 1992
Skills
New Business Development, Management, Sales Management, CRM, Sales, B2B, Business Development, Sales Operations, Business Planning, Contract Negotiation, Strategic Partnerships, Business Strategy, Negotiation, Forecasting, Project Management, Customer Service, Leadership, Operations Management, Recruiting, Strategy, Leadership Development, Start-ups, Entrepreneurship, Team Leadership, Automotive, Training, Solution Selling
Education
University of Southern Mississippi
Business Administration and Management, General
Greg Abbott's Jefferson Pilot Financial Experience March 2003 - January 2005
Job SVP Travel & Hospitality at DataArt
Industry Leisure, Travel & Tourism
Experience
DataArt May 2010 - Present
eTravelSolutions September 2009 - May 2010
NEXGEN Travel Distribution July 2008 - September 2009
NEXGEN Travel Distribution January 2005 - July 2008
Jefferson Pilot Financial March 2003 - January 2005
STA Travel January 1992 - March 2003
Skills
International Sales, Travel Technology, Operations, Strategic Planning, Project Planning, Team Leadership, Social Media, Leisure Travel, Product Development, Product Management, CMS, Sabre, Tourism, Tour Operators, Cross-functional Team..., Contract Negotiation, Competitive Analysis, Entrepreneurship, Hospitality Industry, Working Abroad, Online Travel, Account Management, Integration, Management, Sales, Strategic Partnerships, Digital Marketing, E-commerce, SaaS, SEO, Mobile Devices, Start-ups, Leadership, Sales Management, Training, Marketing, Business Strategy, Enterprise Software, Online Marketing, CRM
Education
University of California, Berkeley 1990 — 1995
BA & AS, French & Bus. Ad
DataArt May 2010 - Present
eTravelSolutions September 2009 - May 2010
NEXGEN Travel Distribution July 2008 - September 2009
NEXGEN Travel Distribution January 2005 - July 2008
Jefferson Pilot Financial March 2003 - January 2005
STA Travel January 1992 - March 2003
Skills
International Sales, Travel Technology, Operations, Strategic Planning, Project Planning, Team Leadership, Social Media, Leisure Travel, Product Development, Product Management, CMS, Sabre, Tourism, Tour Operators, Cross-functional Team..., Contract Negotiation, Competitive Analysis, Entrepreneurship, Hospitality Industry, Working Abroad, Online Travel, Account Management, Integration, Management, Sales, Strategic Partnerships, Digital Marketing, E-commerce, SaaS, SEO, Mobile Devices, Start-ups, Leadership, Sales Management, Training, Marketing, Business Strategy, Enterprise Software, Online Marketing, CRM
Education
University of California, Berkeley 1990 — 1995
BA & AS, French & Bus. Ad
Clay Schnase's Jefferson Pilot Financial Experience 2003 - 2005
Job Enterprise Solutions Engineer at Dell
Industry Electrical/Electronic Manufacturing
Experience
Dell December 2014 - Present
International Game Technology January 2005 - December 2014
International Game Technology 2005 - October 2011
Jefferson Pilot Financial 2003 - 2005
FDR 1997 - 2000
Skills
Cisco Networking, NetApp, VMware, Virtualization, HP Servers, Dell PowerEdge Servers, Disaster Recovery, Cloud Computing, vSphere, Juniper, VMware ESX, Storage Area Networks, Software Development, SaaS, Networking, High Availability, Data Center, SAN, Servers, System Architecture, System Deployment, TCP/IP, Storage, VMware vSphere, Integration, Juniper Technologies, Agile Methodologies, Security
Education
University of Nebraska-Lincoln 1990 — 1995
BS, Geological Engineering
Dell December 2014 - Present
International Game Technology January 2005 - December 2014
International Game Technology 2005 - October 2011
Jefferson Pilot Financial 2003 - 2005
FDR 1997 - 2000
Skills
Cisco Networking, NetApp, VMware, Virtualization, HP Servers, Dell PowerEdge Servers, Disaster Recovery, Cloud Computing, vSphere, Juniper, VMware ESX, Storage Area Networks, Software Development, SaaS, Networking, High Availability, Data Center, SAN, Servers, System Architecture, System Deployment, TCP/IP, Storage, VMware vSphere, Integration, Juniper Technologies, Agile Methodologies, Security
Education
University of Nebraska-Lincoln 1990 — 1995
BS, Geological Engineering
Bob Sadlemire's Jefferson Pilot Financial Experience November 1981 - July 1997
Job IS Manager & Project Manager
Industry Information Technology and Services
Experience
Bradford Elementary School September 2010 - June 2011
TomTom Corporation July 2005 - April 2010
Harbor Light Realty November 2003 - December 2005
Vicinity Corporation November 1999 - March 2003
Jennings Information Systems July 1997 - October 1999
Jefferson Pilot Financial November 1981 - July 1997
Education
New England College 2004 — 2007
Masters, Business and Healthcare Administration
Southern New Hampshire University 1981 — 1983
BS, MIS
Hudson Valley Community College 1976 — 1978
AS, Data Processing
Bradford Elementary School September 2010 - June 2011
TomTom Corporation July 2005 - April 2010
Harbor Light Realty November 2003 - December 2005
Vicinity Corporation November 1999 - March 2003
Jennings Information Systems July 1997 - October 1999
Jefferson Pilot Financial November 1981 - July 1997
Education
New England College 2004 — 2007
Masters, Business and Healthcare Administration
Southern New Hampshire University 1981 — 1983
BS, MIS
Hudson Valley Community College 1976 — 1978
AS, Data Processing
Ken Shimek's Jefferson Pilot Financial Experience February 2004 - April 2006
Job Director, Application Development at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2012 - Present
Lincoln Financial Group April 2006 - June 2012
Jefferson Pilot Financial February 2004 - April 2006
Jefferson Pilot Financial December 1998 - February 2004
Skills
Enterprise Architecture, Network Administration, Information Technology, Software Development, Team Leadership, Requirements Gathering, Program Management, Programming, Requirements Analysis, Database Administration, Business Process..., SDLC, Vendor Management
Education
University of Nebraska-Lincoln 1991 — 1996
Bachelor, Business Administration, Management Information Systems
Lincoln Financial Group June 2012 - Present
Lincoln Financial Group April 2006 - June 2012
Jefferson Pilot Financial February 2004 - April 2006
Jefferson Pilot Financial December 1998 - February 2004
Skills
Enterprise Architecture, Network Administration, Information Technology, Software Development, Team Leadership, Requirements Gathering, Program Management, Programming, Requirements Analysis, Database Administration, Business Process..., SDLC, Vendor Management
Education
University of Nebraska-Lincoln 1991 — 1996
Bachelor, Business Administration, Management Information Systems
Clint Morris's Jefferson Pilot Financial Experience October 2003 - May 2006
Job Experienced IT Professional
Industry Information Technology and Services
Experience
First Data Resources 2010 - Present
First Data Corporation 2009 - December 2009
Lincoln Financial Group May 2006 - February 2009
Jefferson Pilot Financial October 2003 - May 2006
Guaranteed Life/Jefferson Pilot Financial August 1998 - October 2003
Mutual of Omaha January 1997 - August 1998
Education
University of Nebraska at Omaha 1990 — 1994
BS, Computer Science
First Data Resources 2010 - Present
First Data Corporation 2009 - December 2009
Lincoln Financial Group May 2006 - February 2009
Jefferson Pilot Financial October 2003 - May 2006
Guaranteed Life/Jefferson Pilot Financial August 1998 - October 2003
Mutual of Omaha January 1997 - August 1998
Education
University of Nebraska at Omaha 1990 — 1994
BS, Computer Science
Cindy Grant, PMP's Jefferson Pilot Financial Experience November 1998 - April 2006
Job Business Project Program Sr. Manager at Aetna
Industry Financial Services
Experience
Aetna Life Insurance Company February 2015 - Present
Lincoln Financial Group April 2012 - November 2014
Lincoln Financial Group June 2009 - March 2012
Lincoln Financial Group April 2006 - June 2009
Jefferson Pilot Financial November 1998 - April 2006
Bass & Associates July 1997 - October 1998
Mutual of Omaha June 1975 - June 1996
Healthfirst (Mutual of Omaha Company) July 1987 - December 1987
Skills
Quality Assurance, Customer Service, Business Process..., Insurance, SDLC, Customer Relations, Budgeting, Business Analysis, Process Engineering, Process Improvement, Analysis, Requirements Analysis, Change Management, Claims, Problem Solving, PowerPoint, Requirements Gathering, Microsoft Office, Excel, Strategic Planning, Visio, Team Building, Program Management, Testing, Vendor Management, Planning, Coaching, Business Strategy, Outlook, Account Management, Negotiation, PMO, Operations Management, Project Portfolio..., Project Planning, Employee Benefits, Risk Management, Leadership, Strategy, Project Management, Mergers & Acquisitions, Software Development, Management, Enterprise Software, Consulting, PMP, IT Strategy, Software Project..., Business Intelligence, SharePoint
Education
University of Nebraska at Omaha
University of Nebraska at Omaha Continuing Education
Aetna Life Insurance Company February 2015 - Present
Lincoln Financial Group April 2012 - November 2014
Lincoln Financial Group June 2009 - March 2012
Lincoln Financial Group April 2006 - June 2009
Jefferson Pilot Financial November 1998 - April 2006
Bass & Associates July 1997 - October 1998
Mutual of Omaha June 1975 - June 1996
Healthfirst (Mutual of Omaha Company) July 1987 - December 1987
Skills
Quality Assurance, Customer Service, Business Process..., Insurance, SDLC, Customer Relations, Budgeting, Business Analysis, Process Engineering, Process Improvement, Analysis, Requirements Analysis, Change Management, Claims, Problem Solving, PowerPoint, Requirements Gathering, Microsoft Office, Excel, Strategic Planning, Visio, Team Building, Program Management, Testing, Vendor Management, Planning, Coaching, Business Strategy, Outlook, Account Management, Negotiation, PMO, Operations Management, Project Portfolio..., Project Planning, Employee Benefits, Risk Management, Leadership, Strategy, Project Management, Mergers & Acquisitions, Software Development, Management, Enterprise Software, Consulting, PMP, IT Strategy, Software Project..., Business Intelligence, SharePoint
Education
University of Nebraska at Omaha
University of Nebraska at Omaha Continuing Education
Bart Coan's Jefferson Pilot Financial Experience 2005 - 2005
Job Director, Software Development at Inmar
Industry Information Technology and Services
Experience
Inmar March 2010 - Present
Inmar 2010 - 2015
Inmar 2010 - 2015
Wells Fargo July 2009 - April 2010
LiveCargo July 2008 - July 2009
LiveCargo June 2007 - July 2008
GMAC Insurance 2005 - 2007
Jefferson Pilot Financial 2005 - 2005
BCE Emergis 1999 - 2005
Volvo Commercial Finance 1996 - 1999
Skills
Software Project..., Scrum, Software Development, Microsoft SQL Server, Integration, IT Strategy, Business Process..., SOA, .NET, Agile Methodologies, Architectures, Business Analysis, Databases, Enterprise Architecture, Enterprise Software, IT Management, ITIL, Leadership, Oracle, Process Improvement, Project Management, Quality Assurance, SDLC, SaaS, Start-ups, Strategy, Unix, Web Applications, Web Services
Education
Stanford University 1984 — 1989
BS, Electrical Engineering
Inmar March 2010 - Present
Inmar 2010 - 2015
Inmar 2010 - 2015
Wells Fargo July 2009 - April 2010
LiveCargo July 2008 - July 2009
LiveCargo June 2007 - July 2008
GMAC Insurance 2005 - 2007
Jefferson Pilot Financial 2005 - 2005
BCE Emergis 1999 - 2005
Volvo Commercial Finance 1996 - 1999
Skills
Software Project..., Scrum, Software Development, Microsoft SQL Server, Integration, IT Strategy, Business Process..., SOA, .NET, Agile Methodologies, Architectures, Business Analysis, Databases, Enterprise Architecture, Enterprise Software, IT Management, ITIL, Leadership, Oracle, Process Improvement, Project Management, Quality Assurance, SDLC, SaaS, Start-ups, Strategy, Unix, Web Applications, Web Services
Education
Stanford University 1984 — 1989
BS, Electrical Engineering
Jay Niebur's Jefferson Pilot Financial Experience September 1995 - July 2001
Job Sr. Systems Integrator at NRECA and Owner, JDNetwork, Inc.
Industry Computer Software
Experience
NRECA September 2004 - Present
JDNetwork, Inc. September 2004 - Present
State of Nebraska July 2001 - August 2004
Business Security Software, Inc. July 2001 - August 2004
Jefferson Pilot Financial September 1995 - July 2001
Mutual of Omaha February 1994 - September 1995
Hawkeye National Life Insurance Company July 1978 - February 1994
Education
University of Nebraska-Lincoln 1974 — 1978
BA, Comp Sci
NRECA September 2004 - Present
JDNetwork, Inc. September 2004 - Present
State of Nebraska July 2001 - August 2004
Business Security Software, Inc. July 2001 - August 2004
Jefferson Pilot Financial September 1995 - July 2001
Mutual of Omaha February 1994 - September 1995
Hawkeye National Life Insurance Company July 1978 - February 1994
Education
University of Nebraska-Lincoln 1974 — 1978
BA, Comp Sci
John Szalewski's Jefferson Pilot Financial Experience 1996 - 2000
Job Technology / Project Management
Industry Information Technology and Services
Experience
Home Instead Senior Care May 2012 - September 2014
Woodmen of the World Life Insurance Society July 2009 - April 2012
Woodmen of the World Life Insurance Society February 2008 - July 2009
Integrity Professional Solutions, Inc. August 2003 - February 2008
Zurich Financial Services November 2000 - August 2003
Guarantee Life Insurance Company April 1996 - November 2000
Jefferson Pilot Financial 1996 - 2000
Security Benefit January 1994 - April 1996
Mutual of Omaha 1991 - 1993
Skills
IT Strategy, Insurance, Software Development, SDLC, Management, Agile Methodologies, Enterprise Architecture, Vendor Management, Requirements Analysis, Visio, Business Analysis, Integration, Project Management, Process Improvement, IT Management, Program Management, PMO, Business Process
Education
University of Nebraska-Lincoln
BS, Mathematics (Spanish/Zoology minor)
Home Instead Senior Care May 2012 - September 2014
Woodmen of the World Life Insurance Society July 2009 - April 2012
Woodmen of the World Life Insurance Society February 2008 - July 2009
Integrity Professional Solutions, Inc. August 2003 - February 2008
Zurich Financial Services November 2000 - August 2003
Guarantee Life Insurance Company April 1996 - November 2000
Jefferson Pilot Financial 1996 - 2000
Security Benefit January 1994 - April 1996
Mutual of Omaha 1991 - 1993
Skills
IT Strategy, Insurance, Software Development, SDLC, Management, Agile Methodologies, Enterprise Architecture, Vendor Management, Requirements Analysis, Visio, Business Analysis, Integration, Project Management, Process Improvement, IT Management, Program Management, PMO, Business Process
Education
University of Nebraska-Lincoln
BS, Mathematics (Spanish/Zoology minor)
Parker Coffman's Jefferson Pilot Financial Experience February 2004 - April 2005
Job Director of Sales at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2008 - Present
Metropolitan Life Insurance Company April 2005 - September 2008
Jefferson Pilot Financial February 2004 - April 2005
Skills
Insurance, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Account Management
Education
The College of Wooster 1995 — 2000
Bachelor of Arts (B.A.), History
Principal Financial Group October 2008 - Present
Metropolitan Life Insurance Company April 2005 - September 2008
Jefferson Pilot Financial February 2004 - April 2005
Skills
Insurance, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Account Management
Education
The College of Wooster 1995 — 2000
Bachelor of Arts (B.A.), History
Dave Saunders's Jefferson Pilot Financial Experience August 1992 - September 2005
Job Senior Director Entertainment at LivingSocial ( San Diego,Los Angeles,Las Vegas,Arizona,New Mexico,Texas and Honolulu)
Industry Internet
Experience
LivingSocial June 2011 - Present
Clear Channel Communications September 2005 - December 2010
Jefferson Pilot Financial August 1992 - September 2005
United States Volleyball Association May 1982 - August 1990
Skills
Social Media Marketing, Salesforce.com, Strategic Partnerships, Recruiting, Closing Deals, SaaS, Sports, Online Advertising, Social Media, Marketing Strategy, Sports Marketing, Account Management, Digital Media, Digital Marketing, Radio, Lead Generation, Sales, Media Planning, Marketing, Advertising, Leadership, Deal Closure, Advertising Sales, Social Networking, Integrated Marketing, Email Marketing, Mobile Marketing, Budgets, Marketing Communications, B2B, Cold Calling, Online Marketing, Facebook, Media Buying, SFDC, Sponsorship, Strategic Communications, Sales Management, Sales Presentations, SEM, SEO, Direct Marketing, PPC, CRM, New Media, Digital Strategy, Google Adwords, Brand Development, Public Relations, Customer Acquisition
Education
University of California, Los Angeles 1979 — 1982
LivingSocial June 2011 - Present
Clear Channel Communications September 2005 - December 2010
Jefferson Pilot Financial August 1992 - September 2005
United States Volleyball Association May 1982 - August 1990
Skills
Social Media Marketing, Salesforce.com, Strategic Partnerships, Recruiting, Closing Deals, SaaS, Sports, Online Advertising, Social Media, Marketing Strategy, Sports Marketing, Account Management, Digital Media, Digital Marketing, Radio, Lead Generation, Sales, Media Planning, Marketing, Advertising, Leadership, Deal Closure, Advertising Sales, Social Networking, Integrated Marketing, Email Marketing, Mobile Marketing, Budgets, Marketing Communications, B2B, Cold Calling, Online Marketing, Facebook, Media Buying, SFDC, Sponsorship, Strategic Communications, Sales Management, Sales Presentations, SEM, SEO, Direct Marketing, PPC, CRM, New Media, Digital Strategy, Google Adwords, Brand Development, Public Relations, Customer Acquisition
Education
University of California, Los Angeles 1979 — 1982
C. Sue Dulaney's Jefferson Pilot Financial Experience May 1999 - March 2003
Job Supervisor, Mortgage Applications at Alaska USA
Industry Information Technology and Services
Experience
Alaska USA June 2015 - Present
Alaska USA June 2004 - Present
Alaska Communications Systems 2003 - 2004
Jefferson Pilot Financial May 1999 - March 2003
PennCorp Financial May 1993 - May 1999
Skills
Software Project..., Process Improvement, Product Development, Cross-functional Team..., Business Analysis, Vendor Management, Project Management, Databases, SQL, Requirements Analysis, Analysis, Change Management, Visio, Strategic Planning, Software Documentation, Management, ITIL, Requirements Gathering, Project Planning, Business Process, Leadership, Integration, IT Management, SharePoint, Testing, Team Leadership, Training, MS Project, SDLC, Quality Assurance
Education
University of Alaska Anchorage 2011 — 2015
Masters of Science, School of Engineering, Project Management, 3.9 GPA
University of North Carolina at Greensboro 1980 — 1984
B.S., Mathematics, Statistics, Comp Science
King George High School
King George High School
Virginia Polytechnic Institute and State University
Undergraduate, Zoology/ Pre-Veterinary Medicine
Alaska USA June 2015 - Present
Alaska USA June 2004 - Present
Alaska Communications Systems 2003 - 2004
Jefferson Pilot Financial May 1999 - March 2003
PennCorp Financial May 1993 - May 1999
Skills
Software Project..., Process Improvement, Product Development, Cross-functional Team..., Business Analysis, Vendor Management, Project Management, Databases, SQL, Requirements Analysis, Analysis, Change Management, Visio, Strategic Planning, Software Documentation, Management, ITIL, Requirements Gathering, Project Planning, Business Process, Leadership, Integration, IT Management, SharePoint, Testing, Team Leadership, Training, MS Project, SDLC, Quality Assurance
Education
University of Alaska Anchorage 2011 — 2015
Masters of Science, School of Engineering, Project Management, 3.9 GPA
University of North Carolina at Greensboro 1980 — 1984
B.S., Mathematics, Statistics, Comp Science
King George High School
King George High School
Virginia Polytechnic Institute and State University
Undergraduate, Zoology/ Pre-Veterinary Medicine
Jeff Gronlund's Jefferson Pilot Financial Experience March 2002 - May 2006
Job Sr. Sales Executive at Cigna
Industry Insurance
Experience
Cigna May 2006 - Present
Jefferson Pilot Financial March 2002 - May 2006
Skills
Performance Management, Health Insurance, Data Analysis, Employee Benefits, Disability Insurance, Insurance, Underwriting, Group Insurance, Self-funded, Managed Care, COBRA, Brokers, Life Insurance, Account Management, Health Savings Accounts, Term Life Insurance, Sales
Education
Oregon State University 1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Cigna May 2006 - Present
Jefferson Pilot Financial March 2002 - May 2006
Skills
Performance Management, Health Insurance, Data Analysis, Employee Benefits, Disability Insurance, Insurance, Underwriting, Group Insurance, Self-funded, Managed Care, COBRA, Brokers, Life Insurance, Account Management, Health Savings Accounts, Term Life Insurance, Sales
Education
Oregon State University 1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Steve Morse's Jefferson Pilot Financial Experience June 2001 - November 2003
Job Director of Ecommerce at Comfort Products Distributing a division of Carrier Enterprise
Industry Internet
Experience
Comfort Products Distributing a division of Carrier Enterprise August 2014 - Present
Morse Digital Media June 2004 - Present
Tighton Tools and Fasteners February 2014 - August 2014
Omaha Steaks August 2011 - February 2014
Omaha Steaks May 2010 - August 2011
Channel Force August 2008 - January 2009
Java N' Ice July 2003 - June 2007
Jefferson Pilot Financial June 2001 - November 2003
Skills
SEO, SEM, Online Marketing, PPC, Mobile Marketing, Landing Page..., Google Analytics, E-commerce, Google Adwords, Web Marketing, Web Analytics, Wordpress, Online Advertising, Public Relations, Content Strategy, Lead Generation, Link Building, Social Media Marketing, Social Networking, Mobile Devices, WordPress, Web Development, Copywriting, Affiliate Marketing, Email Marketing, Website Development, Advertising, Marketing Strategy, Marketing, Strategy, Social Media, New Business Development, Sales, Digital Marketing, Direct Marketing, B2B Marketing, Management, Analytics
Education
Iowa State University 1989 — 1993
B.S., Agronomy
Comfort Products Distributing a division of Carrier Enterprise August 2014 - Present
Morse Digital Media June 2004 - Present
Tighton Tools and Fasteners February 2014 - August 2014
Omaha Steaks August 2011 - February 2014
Omaha Steaks May 2010 - August 2011
Channel Force August 2008 - January 2009
Java N' Ice July 2003 - June 2007
Jefferson Pilot Financial June 2001 - November 2003
Skills
SEO, SEM, Online Marketing, PPC, Mobile Marketing, Landing Page..., Google Analytics, E-commerce, Google Adwords, Web Marketing, Web Analytics, Wordpress, Online Advertising, Public Relations, Content Strategy, Lead Generation, Link Building, Social Media Marketing, Social Networking, Mobile Devices, WordPress, Web Development, Copywriting, Affiliate Marketing, Email Marketing, Website Development, Advertising, Marketing Strategy, Marketing, Strategy, Social Media, New Business Development, Sales, Digital Marketing, Direct Marketing, B2B Marketing, Management, Analytics
Education
Iowa State University 1989 — 1993
B.S., Agronomy
Trina Bell's Jefferson Pilot Financial Experience May 1996 - September 1998
Job Analyst, Technical Consulting at Chase Paymentech
Industry Financial Services
Experience
Chase Paymentech August 2013 - Present
Chase Paymentech August 2011 - July 2013
Chase Paymentech Solutions October 2005 - August 2011
Chase Paymentech June 2004 - October 2005
Chase Paymentech February 2002 - June 2004
Chase Paymentech September 1998 - February 2002
Jefferson Pilot Financial May 1996 - September 1998
Cintas January 1993 - August 1995
Skills
Merchant Services, Payment Card Processing, Electronic Payments, E-payments, Payments, Credit Cards, Payment Gateways, ACH, Acquiring, Debit Cards, Payment Systems, Mobile Payments, Fraud, E-commerce, Merchant Acquiring, Gift Cards, Account Management, Start-ups, Cards, Transaction Processing, Relationship Management, Sales, Strategic Partnerships, Payment Industry
Education
New Hampshire Technical Institute 1988 — 1992
Franklin High School
Pacific School of Travel - Santa Ana, CA
Travel and Tourism, Tourism and Travel Services Management
Chase Paymentech August 2013 - Present
Chase Paymentech August 2011 - July 2013
Chase Paymentech Solutions October 2005 - August 2011
Chase Paymentech June 2004 - October 2005
Chase Paymentech February 2002 - June 2004
Chase Paymentech September 1998 - February 2002
Jefferson Pilot Financial May 1996 - September 1998
Cintas January 1993 - August 1995
Skills
Merchant Services, Payment Card Processing, Electronic Payments, E-payments, Payments, Credit Cards, Payment Gateways, ACH, Acquiring, Debit Cards, Payment Systems, Mobile Payments, Fraud, E-commerce, Merchant Acquiring, Gift Cards, Account Management, Start-ups, Cards, Transaction Processing, Relationship Management, Sales, Strategic Partnerships, Payment Industry
Education
New Hampshire Technical Institute 1988 — 1992
Franklin High School
Pacific School of Travel - Santa Ana, CA
Travel and Tourism, Tourism and Travel Services Management
Christy Wicks's Jefferson Pilot Financial Experience May 2002 - August 2003
Job Analyst at United States Department of Justice
Industry Law Enforcement
Experience
United States Department of Justice 2008 - Present
Sinclair Broadcast Group October 2003 - July 2008
Jefferson Pilot Financial May 2002 - August 2003
WWBT-NBC12, Richmond, VA 2002 - 2003
KOLN/KGIN-TV January 2001 - May 2002
KOLN-KGIN 2001 - 2002
Education
Morgan State University 1996 — 2001
Northern High School
United States Department of Justice 2008 - Present
Sinclair Broadcast Group October 2003 - July 2008
Jefferson Pilot Financial May 2002 - August 2003
WWBT-NBC12, Richmond, VA 2002 - 2003
KOLN/KGIN-TV January 2001 - May 2002
KOLN-KGIN 2001 - 2002
Education
Morgan State University 1996 — 2001
Northern High School
Darren Pollard's Jefferson Pilot Financial Experience March 2001 - November 2002
Job Owner PollardConnection, Chicago, IL
Industry Entertainment
Experience
Pollard Connection January 2008 - Present
Travelers Insurance 2004 - Present
Joyce Gordon Photography Gallery July 2006 - February 2008
Contra Costa County June 2005 - February 2008
Met Life November 2002 - June 2004
Jefferson Pilot Financial March 2001 - November 2002
Sedgwick CMS 1997 - 2000
Education
Sangamon State University 1992 — 1994
MA, Arts Management
Illinois State University 1987 — 1990
Pollard Connection January 2008 - Present
Travelers Insurance 2004 - Present
Joyce Gordon Photography Gallery July 2006 - February 2008
Contra Costa County June 2005 - February 2008
Met Life November 2002 - June 2004
Jefferson Pilot Financial March 2001 - November 2002
Sedgwick CMS 1997 - 2000
Education
Sangamon State University 1992 — 1994
MA, Arts Management
Illinois State University 1987 — 1990
Jeff Gronlund's Jefferson Pilot Financial Experience October 2003 - May 2006
Job Sr. Sales Executive
Industry Insurance
Experience
CIGNA 2006 - Present
Mutual of Omaha 2009 - 2010
Cigna Group Insurance June 2006 - March 2009
Jefferson Pilot Financial October 2003 - May 2006
Unum October 2000 - November 2003
Skills
Sales, Health Insurance, Insurance, Underwriting, Employee Benefits, Disability Insurance, Managed Care
Education
Oregon State University 1990 — 1995
BS, Business - Finance
CIGNA 2006 - Present
Mutual of Omaha 2009 - 2010
Cigna Group Insurance June 2006 - March 2009
Jefferson Pilot Financial October 2003 - May 2006
Unum October 2000 - November 2003
Skills
Sales, Health Insurance, Insurance, Underwriting, Employee Benefits, Disability Insurance, Managed Care
Education
Oregon State University 1990 — 1995
BS, Business - Finance
Katie Libby's Jefferson Pilot Financial Experience May 2005 - November 2005
Job IA Compliance Associate at Regulatory Compliance, LLC
Industry Financial Services
Experience
Regulatory Compliance, LLC February 2015 - Present
The Cerato Group March 2008 - February 2015
Southern New Hampshire University 2007 - September 2014
Lincoln Financial Group November 2005 - March 2008
Jefferson Pilot Financial May 2005 - November 2005
Southern New Hampshire University May 2003 - May 2005
Skills
Financial Services, Series 7, Securities, Wealth Management, Financial Advisory, Community Development, Leadership, Sales, Strategic Planning, Financial Analysis, Investments, Event Planning, Public Speaking, Microsoft Office, Salesforce.com, Team Building, Mutual Funds, Social Media, Marketing, Management, Customer Service, Business Development, Risk Management
Education
Southern New Hampshire University 2003 — 2005
MS, International Business
Southern New Hampshire University 2000 — 2003
BS, Business Administration
Regulatory Compliance, LLC February 2015 - Present
The Cerato Group March 2008 - February 2015
Southern New Hampshire University 2007 - September 2014
Lincoln Financial Group November 2005 - March 2008
Jefferson Pilot Financial May 2005 - November 2005
Southern New Hampshire University May 2003 - May 2005
Skills
Financial Services, Series 7, Securities, Wealth Management, Financial Advisory, Community Development, Leadership, Sales, Strategic Planning, Financial Analysis, Investments, Event Planning, Public Speaking, Microsoft Office, Salesforce.com, Team Building, Mutual Funds, Social Media, Marketing, Management, Customer Service, Business Development, Risk Management
Education
Southern New Hampshire University 2003 — 2005
MS, International Business
Southern New Hampshire University 2000 — 2003
BS, Business Administration
Annie Brankman's Jefferson Pilot Financial Experience 1996 - 1997
Job Retired
Industry Professional Training & Coaching
Experience
Lee Hecht Harrison February 1998 - December 2014
Jefferson Pilot Financial 1996 - 1997
Skills
Executive Coaching, Change Management, Leadership Development, Career Counseling, Coaching, Outplacement, Career Development, Organizational..., Management Consulting, Team Building, Talent Management, Performance Management, MBTI, Professional Services, Organizational..., 360 Feedback, Job Search, Career Assessment, Performance Improvement, Training, Workshop Facilitation, Leadership, Executive Development, Management, Management Development, Succession Planning, Training Delivery, Organizational Design, Culture Change, Employee Training, Job Coaching, Strategy, Employee Engagement, Personnel Management, Onboarding, Resume Writing, Job Search Strategies, Workforce Planning, Interviews, Conflict Resolution, Consulting, Emotional Intelligence, Personal Development, Talent Acquisition, Facilitation
Education
University of New Hampshire
Bachelor of Science (B.S.), Management & Adult Development
University of Puerto Rico
University of Vermont
Lee Hecht Harrison February 1998 - December 2014
Jefferson Pilot Financial 1996 - 1997
Skills
Executive Coaching, Change Management, Leadership Development, Career Counseling, Coaching, Outplacement, Career Development, Organizational..., Management Consulting, Team Building, Talent Management, Performance Management, MBTI, Professional Services, Organizational..., 360 Feedback, Job Search, Career Assessment, Performance Improvement, Training, Workshop Facilitation, Leadership, Executive Development, Management, Management Development, Succession Planning, Training Delivery, Organizational Design, Culture Change, Employee Training, Job Coaching, Strategy, Employee Engagement, Personnel Management, Onboarding, Resume Writing, Job Search Strategies, Workforce Planning, Interviews, Conflict Resolution, Consulting, Emotional Intelligence, Personal Development, Talent Acquisition, Facilitation
Education
University of New Hampshire
Bachelor of Science (B.S.), Management & Adult Development
University of Puerto Rico
University of Vermont
Tim Ward's Jefferson Pilot Financial Experience September 1982 - March 1988
Job Executive Vice President at Senn Dunn Insurance, A Marsh & McLennan Agency Commercial Insurance/Life Insurance
Industry Insurance
Experience
Senn Dunn Insurance March 1988 - Present
Jefferson Pilot Financial September 1982 - March 1988
Gouger, ONeal & Saunders 1980 - 1982
Reliance Insurance 1979 - 1980
Great American Insurance 1977 - 1979
Greene Bryant Insurance 1976 - 1977
Skills
Professional Liability, Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Risk Management, Life Insurance, Commercial Lines, Directors & Officers..., General Insurance, Claims Management, Underwriting, Insurance Brokerage, Umbrella Insurance, Claim, Liability Analysis, Health Insurance, Captives, Term Life Insurance, Casualty, Brokers, Legal Liability, Employment Practices..., Long-term Care, Strategic Planning, Employee Benefits, Disability Insurance, Health Savings Accounts, Liability, D&O, Excess, Reinsurance, Surety Bonds, Social Media
Education
University of North Carolina at Chapel Hill 1972 — 1976
BSBA, Business
St. Christopher's School 1971 — 1972
Senn Dunn Insurance March 1988 - Present
Jefferson Pilot Financial September 1982 - March 1988
Gouger, ONeal & Saunders 1980 - 1982
Reliance Insurance 1979 - 1980
Great American Insurance 1977 - 1979
Greene Bryant Insurance 1976 - 1977
Skills
Professional Liability, Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Risk Management, Life Insurance, Commercial Lines, Directors & Officers..., General Insurance, Claims Management, Underwriting, Insurance Brokerage, Umbrella Insurance, Claim, Liability Analysis, Health Insurance, Captives, Term Life Insurance, Casualty, Brokers, Legal Liability, Employment Practices..., Long-term Care, Strategic Planning, Employee Benefits, Disability Insurance, Health Savings Accounts, Liability, D&O, Excess, Reinsurance, Surety Bonds, Social Media
Education
University of North Carolina at Chapel Hill 1972 — 1976
BSBA, Business
St. Christopher's School 1971 — 1972
Denise Presby's Jefferson Pilot Financial Experience 1990 - August 2000
Job Accounts Receivable Student Accounts at Saint Anselm College
Industry Financial Services
Experience
Saint Anselm College January 2015 - Present
Foothills Physical Therapy January 2014 - December 2014
University of New Hampshire School of Law (formerly Franklin Pierce Law Center) February 2008 - August 2012
Franklin Pierce Law Center August 2000 - February 2008
Jefferson Pilot Financial 1990 - August 2000
Chubb September 1984 - August 2000
Lincoln Financial Group September 1983 - August 2000
Skills
Underwriting, Legal Research, Research, Public Speaking, Microsoft Excel, Higher Education, Account Reconciliation, Accounts Receivable, Accounts Payable, Office Administration
Education
State University of New York College of Agriculture and Technology at Cobleskill 1979 — 1982
Saint Anselm College January 2015 - Present
Foothills Physical Therapy January 2014 - December 2014
University of New Hampshire School of Law (formerly Franklin Pierce Law Center) February 2008 - August 2012
Franklin Pierce Law Center August 2000 - February 2008
Jefferson Pilot Financial 1990 - August 2000
Chubb September 1984 - August 2000
Lincoln Financial Group September 1983 - August 2000
Skills
Underwriting, Legal Research, Research, Public Speaking, Microsoft Excel, Higher Education, Account Reconciliation, Accounts Receivable, Accounts Payable, Office Administration
Education
State University of New York College of Agriculture and Technology at Cobleskill 1979 — 1982
Barry McMath's Jefferson Pilot Financial Experience March 1983 - January 1999
Job Pest Control Technician for ABC Home and Commercial Services
Industry Food & Beverages
Experience
ABC Home and Commercial Services March 2013 - Present
Kroger April 2003 - October 2006
Great-West Life April 1999 - November 2002
Jefferson Pilot Financial March 1983 - January 1999
Education
University of Houston 1979 — 1982
B.S., Hotel & Restaurant Management
ABC Home and Commercial Services March 2013 - Present
Kroger April 2003 - October 2006
Great-West Life April 1999 - November 2002
Jefferson Pilot Financial March 1983 - January 1999
Education
University of Houston 1979 — 1982
B.S., Hotel & Restaurant Management
Melissa Meurrens's Jefferson Pilot Financial Experience October 1999 - July 2001
Job Category Buyer
Industry Retail
Experience
Oriental Trading Company February 2015 - Present
Oriental Trading Company July 2013 - June 2015
Oriental Trading Company July 2012 - July 2013
Oriental Trading Company January 2010 - July 2012
Oriental Trading Company December 2006 - January 2010
Lord & Taylor June 2004 - October 2006
Jefferson Pilot Financial October 1999 - July 2001
Skills
Merchandising, Retail, Customer Service, Excel, Buying, Sourcing, Product Development, Price Negotiation, Building Relationships, Vendor Relationships, Visual Merchandising, Negotiation, Catalogs, Microsoft Excel, Assortment, Global Sourcing, Microsoft Word, Fashion, Trend Analysis, Inventory Management, Purchasing, Team Building, Multi-channel Retail, Inventory Control, Product Assortment..., Forecasting, E-commerce, Sales, Time Management, Direct Marketing, Teamwork
Education
Marymount University 2001 — 2004
BA, Fashion Merchandising
Oriental Trading Company February 2015 - Present
Oriental Trading Company July 2013 - June 2015
Oriental Trading Company July 2012 - July 2013
Oriental Trading Company January 2010 - July 2012
Oriental Trading Company December 2006 - January 2010
Lord & Taylor June 2004 - October 2006
Jefferson Pilot Financial October 1999 - July 2001
Skills
Merchandising, Retail, Customer Service, Excel, Buying, Sourcing, Product Development, Price Negotiation, Building Relationships, Vendor Relationships, Visual Merchandising, Negotiation, Catalogs, Microsoft Excel, Assortment, Global Sourcing, Microsoft Word, Fashion, Trend Analysis, Inventory Management, Purchasing, Team Building, Multi-channel Retail, Inventory Control, Product Assortment..., Forecasting, E-commerce, Sales, Time Management, Direct Marketing, Teamwork
Education
Marymount University 2001 — 2004
BA, Fashion Merchandising
Ryan McClone's Jefferson Pilot Financial Experience 2000 - 2006
Job Executive Vice President / Strategic Risk Advisor
Industry Insurance
Experience
McClone July 2006 - Present
Lincoln Financial 2005 - 2006
Jefferson Pilot Financial 2000 - 2006
Unum 1998 - 2000
Skills
Employee Benefits, Insurance, Risk Management, Health Insurance, FMLA, Employee Relations, Human Resources, Disability Insurance, COBRA, Employee Handbooks, Legal Liability, Commercial Insurance, ERISA, Employment Law, Strategy, HRIS, Policy, Liability, Health Savings Accounts, Management, Personnel Management, Workers Compensation, Life Insurance, Professional Liability, OSHA, Innovation, New Product Development, Enterprise Risk..., Business Process..., Management Consulting, Strategic Consulting, Property & Casualty..., Strategic Leadership, Consulting, Organizational..., Team Leadership, Thought Leadership, Cross-functional Team..., Creative Consultation, New Business Development, Employee Engagement, New Business..., Team Building, Technical Leadership, Cyber Liability, Directors & Officers..., Employment Practices..., Long-Term Disability, Disability Benefits, Employee Management
Education
Lake Forest College 1994 — 1998
BA
McClone July 2006 - Present
Lincoln Financial 2005 - 2006
Jefferson Pilot Financial 2000 - 2006
Unum 1998 - 2000
Skills
Employee Benefits, Insurance, Risk Management, Health Insurance, FMLA, Employee Relations, Human Resources, Disability Insurance, COBRA, Employee Handbooks, Legal Liability, Commercial Insurance, ERISA, Employment Law, Strategy, HRIS, Policy, Liability, Health Savings Accounts, Management, Personnel Management, Workers Compensation, Life Insurance, Professional Liability, OSHA, Innovation, New Product Development, Enterprise Risk..., Business Process..., Management Consulting, Strategic Consulting, Property & Casualty..., Strategic Leadership, Consulting, Organizational..., Team Leadership, Thought Leadership, Cross-functional Team..., Creative Consultation, New Business Development, Employee Engagement, New Business..., Team Building, Technical Leadership, Cyber Liability, Directors & Officers..., Employment Practices..., Long-Term Disability, Disability Benefits, Employee Management
Education
Lake Forest College 1994 — 1998
BA
Rob Baldwin's Jefferson Pilot Financial Experience 2000 - 2007
Job Director, Enterprise Integration Systems at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group October 2011 - Present
Lincoln Financial Group March 2007 - October 2011
Jefferson Pilot Financial 2000 - 2007
ChubbLife America 1995 - 2000
Campagne Associates January 1992 - January 1995
Computer Learnng Systems January 1990 - 1992
Skills
Business Intelligence, Oracle, Databases, Enterprise Architecture, Microsoft SQL Server, Software Development, Enterprise Software, Information Management, SDLC, Solution Architecture, PL/SQL, DB2, Business Analysis
Education
Lewis and Clark College 1983 — 1987
BA, Business Admin
Proctor Academy 1979 — 1983
Lincoln Financial Group October 2011 - Present
Lincoln Financial Group March 2007 - October 2011
Jefferson Pilot Financial 2000 - 2007
ChubbLife America 1995 - 2000
Campagne Associates January 1992 - January 1995
Computer Learnng Systems January 1990 - 1992
Skills
Business Intelligence, Oracle, Databases, Enterprise Architecture, Microsoft SQL Server, Software Development, Enterprise Software, Information Management, SDLC, Solution Architecture, PL/SQL, DB2, Business Analysis
Education
Lewis and Clark College 1983 — 1987
BA, Business Admin
Proctor Academy 1979 — 1983
Ken Every-Andrews's Jefferson Pilot Financial Experience September 2003 - July 2005
Job Vice President of Sales at BMC Agency
Industry Financial Services
Experience
BMC Agency April 2013 - Present
Allstate Financial May 2011 - April 2013
Summerville Chamber of Commerce 2009 - August 2011
Business Management Consultants April 2010 - June 2011
Carolina Capital Management August 2005 - March 2010
Jefferson Pilot Financial September 2003 - July 2005
Skills
Insurance, Employee Benefits, Life Insurance, Series 63, Financial Services, Retirement Planning, Fixed Annuities, IRAs, Long-term Care, 401k, Wealth Management, Health Insurance, Mutual Funds, Retirement, Investments
Education
State University of New York College at Oneonta 1973 — 1977
BS, Speech
BMC Agency April 2013 - Present
Allstate Financial May 2011 - April 2013
Summerville Chamber of Commerce 2009 - August 2011
Business Management Consultants April 2010 - June 2011
Carolina Capital Management August 2005 - March 2010
Jefferson Pilot Financial September 2003 - July 2005
Skills
Insurance, Employee Benefits, Life Insurance, Series 63, Financial Services, Retirement Planning, Fixed Annuities, IRAs, Long-term Care, 401k, Wealth Management, Health Insurance, Mutual Funds, Retirement, Investments
Education
State University of New York College at Oneonta 1973 — 1977
BS, Speech
Meggan Monroe's Jefferson Pilot Financial Experience 2004 - 2005
Job Project Leader at Duke Translational Research Institute
Industry Hospital & Health Care
Experience
Duke Translational Research Institute April 2014 - Present
LabCorp May 2005 - March 2014
Jefferson Pilot Financial 2004 - 2005
Duke University Medical Center 2001 - 2004
Atlantic Coast Conference 2000 - 2001
NCSMA / Dow Jones internship at Post 1994 - 1999
Skills
Media Relations, Public Relations, Marketing
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Journalism and Mass Communication
Duke Translational Research Institute April 2014 - Present
LabCorp May 2005 - March 2014
Jefferson Pilot Financial 2004 - 2005
Duke University Medical Center 2001 - 2004
Atlantic Coast Conference 2000 - 2001
NCSMA / Dow Jones internship at Post 1994 - 1999
Skills
Media Relations, Public Relations, Marketing
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Journalism and Mass Communication
Coke Geddings's Jefferson Pilot Financial Experience November 1979 - Present
Job Broker at Kansas City Life Insurance Company
Industry Insurance
Experience
Kansas City Life Insurance Company April 2009 - Present
American National Ins Co December 2003 - Present
Jefferson Pilot Financial November 1979 - Present
NAIFA Georgia 1979 - Present
American National Insurance, New York Life, Ohio National, ING Companies & various other Ins Co's November 1997 - October 2012
Skills
Fixed Annuities, Long-term Care, Disability Insurance, Term Life Insurance, Retirement, Retirement Planning, Insurance, Estate Planning, Property & Casualty..., Life Insurance, Health Insurance, Underwriting, Whole Life, Long Term Care Insurance, Financial Advisory, Universal Life, Group Insurance, IRAs, Health Savings Accounts, Employee Benefits, Commercial Insurance, Brokers, Securities, Medicare, Critical Illness, Strategic Financial..., General Insurance, Bonds, Small Business
Education
Mercer University 1972 — 1973
Master of ed, Social studies
Presbyterian College 1953 — 1957
BA, Economics
Kansas City Life Insurance Company April 2009 - Present
American National Ins Co December 2003 - Present
Jefferson Pilot Financial November 1979 - Present
NAIFA Georgia 1979 - Present
American National Insurance, New York Life, Ohio National, ING Companies & various other Ins Co's November 1997 - October 2012
Skills
Fixed Annuities, Long-term Care, Disability Insurance, Term Life Insurance, Retirement, Retirement Planning, Insurance, Estate Planning, Property & Casualty..., Life Insurance, Health Insurance, Underwriting, Whole Life, Long Term Care Insurance, Financial Advisory, Universal Life, Group Insurance, IRAs, Health Savings Accounts, Employee Benefits, Commercial Insurance, Brokers, Securities, Medicare, Critical Illness, Strategic Financial..., General Insurance, Bonds, Small Business
Education
Mercer University 1972 — 1973
Master of ed, Social studies
Presbyterian College 1953 — 1957
BA, Economics
Angelina McLaughlin, MBA's Jefferson Pilot Financial Experience 1998 - 2001
Job Graphic Design Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank August 2004 - Present
Sorors Consulting Group August 2008 - Present
Transamerica Reinsurance 2001 - 2004
Jefferson Pilot Financial 1998 - 2001
Skills
Brand Management, Training & Development, Marketing Communications, Marketing Management, Instructional Design, Project Coordination, Graphic Design..., Consulting, Employee Training, Start-ups, Business Development, Marketing Strategy, Marketing, Training, Web Design, Business Planning, Business Strategy, Leadership, Strategic Planning, Graphic Design, Team Leadership, Strategy, Social Networking, Project Management, Team Building, Entrepreneurship, Leadership Development, Management, Small Business, Coaching, Organizational..., Sales, Financial Analysis, Program Management
Education
Montreat College 2007 — 2009
Master of Business Administration (M.B.A.), Business, 3.39
Urban League of Central Carolinas
Hoke County High School 1985 — 1989
High School Dipolma
Wells Fargo Bank August 2004 - Present
Sorors Consulting Group August 2008 - Present
Transamerica Reinsurance 2001 - 2004
Jefferson Pilot Financial 1998 - 2001
Skills
Brand Management, Training & Development, Marketing Communications, Marketing Management, Instructional Design, Project Coordination, Graphic Design..., Consulting, Employee Training, Start-ups, Business Development, Marketing Strategy, Marketing, Training, Web Design, Business Planning, Business Strategy, Leadership, Strategic Planning, Graphic Design, Team Leadership, Strategy, Social Networking, Project Management, Team Building, Entrepreneurship, Leadership Development, Management, Small Business, Coaching, Organizational..., Sales, Financial Analysis, Program Management
Education
Montreat College 2007 — 2009
Master of Business Administration (M.B.A.), Business, 3.39
Urban League of Central Carolinas
Hoke County High School 1985 — 1989
High School Dipolma
Sara-Lynn Slusher's Jefferson Pilot Financial Experience November 1992 - May 1996
Job Team Lead, Systems Analysis at Prudential Financial
Industry Insurance
Experience
Prudential Financial January 2013 - Present
Hartford Life August 1998 - Present
Dynamark (now known as FICO) April 1998 - August 1998
Hartford Life June 1996 - March 1998
Jefferson Pilot Financial November 1992 - May 1996
Skills
Business Requirements, Requirements Gathering, Business Analysis, Data Analysis, Life Insurance, SharePoint, Data Modeling, Process Improvement, SDLC, Databases
Education
University of Hartford 1974 — 1978
Bachelor of Music, Music Education
Prudential Financial January 2013 - Present
Hartford Life August 1998 - Present
Dynamark (now known as FICO) April 1998 - August 1998
Hartford Life June 1996 - March 1998
Jefferson Pilot Financial November 1992 - May 1996
Skills
Business Requirements, Requirements Gathering, Business Analysis, Data Analysis, Life Insurance, SharePoint, Data Modeling, Process Improvement, SDLC, Databases
Education
University of Hartford 1974 — 1978
Bachelor of Music, Music Education
Curtis Wilkerson, CLU®, ChFC®, CSA's Jefferson Pilot Financial Experience February 1991 - August 1995
Job Vice President, Life, Long Term Care, Annuity, and Disability divisions at PSA Financial Center
Industry Insurance
Experience
PSA Financial Center August 1995 - Present
Jefferson Pilot Financial February 1991 - August 1995
New York Life Insurance Company February 1980 - February 1991
Skills
Retirement, Disability Insurance, Insurance, Employee Benefits, Estate Planning, Fixed Annuities, Strategic Financial..., Investments, Retirement Planning, Underwriting, 401k, Guaranteed Lifetime..., Irrevocable Life..., Pensions, Financial Services, AMS360, Risk Management, Sales Management, Estate Preservation, Income for Life, Tax-advantaged..., Equity Indexed Annuities, Mergers & Acquisitions, Property & Casualty..., Voluntary Employee..., Life Insurance, Mutual Funds, Financial Planning, Long-term Care, Health Insurance
Education
University of Baltimore
PSA Financial Center August 1995 - Present
Jefferson Pilot Financial February 1991 - August 1995
New York Life Insurance Company February 1980 - February 1991
Skills
Retirement, Disability Insurance, Insurance, Employee Benefits, Estate Planning, Fixed Annuities, Strategic Financial..., Investments, Retirement Planning, Underwriting, 401k, Guaranteed Lifetime..., Irrevocable Life..., Pensions, Financial Services, AMS360, Risk Management, Sales Management, Estate Preservation, Income for Life, Tax-advantaged..., Equity Indexed Annuities, Mergers & Acquisitions, Property & Casualty..., Voluntary Employee..., Life Insurance, Mutual Funds, Financial Planning, Long-term Care, Health Insurance
Education
University of Baltimore
John Smithers's Jefferson Pilot Financial Experience 2005 - 2006
Job Sarbanes Oxley Manager at FIS
Industry Accounting
Experience
FIS February 2010 - Present
ICX Group April 2009 - June 2010
US Foodservice - South Florida 2008 - 2009
Acosta Sales & Marketing 2006 - 2008
Vaco 2006 - 2006
Jefferson Pilot Financial 2005 - 2006
Performance Food Group 2001 - 2005
PFG Florida 1991 - 2001
B&R Foods 1989 - 1991
Skills
Payroll, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Finance, Sarbanes-Oxley, GAAP, Management, Financial Analysis, Financial Reporting, Forecasting, Auditing, Process Improvement, Financial Audits
Education
University of South Florida 1979 — 1980
BS, Accounting
University of Florida 1969 — 1973
BS, Business Management
FIS February 2010 - Present
ICX Group April 2009 - June 2010
US Foodservice - South Florida 2008 - 2009
Acosta Sales & Marketing 2006 - 2008
Vaco 2006 - 2006
Jefferson Pilot Financial 2005 - 2006
Performance Food Group 2001 - 2005
PFG Florida 1991 - 2001
B&R Foods 1989 - 1991
Skills
Payroll, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Finance, Sarbanes-Oxley, GAAP, Management, Financial Analysis, Financial Reporting, Forecasting, Auditing, Process Improvement, Financial Audits
Education
University of South Florida 1979 — 1980
BS, Accounting
University of Florida 1969 — 1973
BS, Business Management
Tim Fraser's Jefferson Pilot Financial Experience 2000 - 2002
Job Branch Planning Consultant at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments September 2014 - Present
American National Insurance August 2010 - September 2014
Lincoln Financial Distributors September 1987 - December 2008
Lincoln Financial Group 1987 - 2008
Jefferson Pilot Financial 2000 - 2002
Chubb Life Insurance Company 1987 - 1996
Skills
Life Insurance, Marketing, Retirement Planning, Retirement, Term Life Insurance, Sales, Financial Services, Whole Life, Disability Insurance, Estate Planning, Commercial Insurance, Employee Benefits, Long-term Care, Universal Life, General Insurance, Wealth Management, Insurance, 401k, Financial Planners, Business Planning, Long Term Care Insurance, Mutual Funds, Asset Management, Financial Advisory, Financial Analysis, IRAs, Portfolio Management, Relationship Management, Small Business, Underwriting, Fixed Annuities, Annuities, Property
Education
University of New Hampshire 1980 — 1984
BS, Business Administration
Fidelity Investments September 2014 - Present
American National Insurance August 2010 - September 2014
Lincoln Financial Distributors September 1987 - December 2008
Lincoln Financial Group 1987 - 2008
Jefferson Pilot Financial 2000 - 2002
Chubb Life Insurance Company 1987 - 1996
Skills
Life Insurance, Marketing, Retirement Planning, Retirement, Term Life Insurance, Sales, Financial Services, Whole Life, Disability Insurance, Estate Planning, Commercial Insurance, Employee Benefits, Long-term Care, Universal Life, General Insurance, Wealth Management, Insurance, 401k, Financial Planners, Business Planning, Long Term Care Insurance, Mutual Funds, Asset Management, Financial Advisory, Financial Analysis, IRAs, Portfolio Management, Relationship Management, Small Business, Underwriting, Fixed Annuities, Annuities, Property
Education
University of New Hampshire 1980 — 1984
BS, Business Administration
Clark Chumley's Jefferson Pilot Financial Experience 1995 - 1998
Job Vice President Enterprise Risk Management at CNO Financial Group
Industry Insurance
Experience
CNO Financial Group December 2014 - Present
Aviva USA December 2011 - November 2014
Sun Life Financial September 2005 - December 2011
John Hancock Life Insurance Company (U.S.A.) 2001 - 2005
Tillinghast - Towers Perrin 1998 - 2000
Jefferson Pilot Financial 1995 - 1998
Royal Maccabees LIC 1993 - 1994
Skills
Enterprise Risk..., Fixed Annuities, Actuarial Science, Risk Management, Financial Reporting, Insurance, Economic Capital, ALM, Reinsurance, Solvency II, Financial Risk, Capital Management, Life Insurance, Underwriting
Education
University of Michigan 1985 — 1990
B.S., Mathematics
CNO Financial Group December 2014 - Present
Aviva USA December 2011 - November 2014
Sun Life Financial September 2005 - December 2011
John Hancock Life Insurance Company (U.S.A.) 2001 - 2005
Tillinghast - Towers Perrin 1998 - 2000
Jefferson Pilot Financial 1995 - 1998
Royal Maccabees LIC 1993 - 1994
Skills
Enterprise Risk..., Fixed Annuities, Actuarial Science, Risk Management, Financial Reporting, Insurance, Economic Capital, ALM, Reinsurance, Solvency II, Financial Risk, Capital Management, Life Insurance, Underwriting
Education
University of Michigan 1985 — 1990
B.S., Mathematics
Jan Netting, CLU, ChFC's Jefferson Pilot Financial Experience June 1994 - November 1997
Job Account Executive at AccuQuote
Industry Financial Services
Experience
AccuQuote May 2009 - Present
AccuQuote May 2009 - Present
Waddell & Reed March 2008 - December 2008
Waddell & Reed March 2008 - December 2008
Netting Financial Group November 1997 - March 2008
Netting Financial Group October 1997 - March 2008
Jefferson Pilot Financial June 1994 - November 1997
Jefferson Pilot Financial June 1994 - October 1997
Skills
Insurance, Disability Insurance, Sales, Fixed Annuities, Life Insurance, Training, Sales Management, Sales Operations, Underwriting
Education
University of Denver
BA, English
University of Denver
BA
AccuQuote May 2009 - Present
AccuQuote May 2009 - Present
Waddell & Reed March 2008 - December 2008
Waddell & Reed March 2008 - December 2008
Netting Financial Group November 1997 - March 2008
Netting Financial Group October 1997 - March 2008
Jefferson Pilot Financial June 1994 - November 1997
Jefferson Pilot Financial June 1994 - October 1997
Skills
Insurance, Disability Insurance, Sales, Fixed Annuities, Life Insurance, Training, Sales Management, Sales Operations, Underwriting
Education
University of Denver
BA, English
University of Denver
BA
David Iwen's Jefferson Pilot Financial Experience August 1977 - June 2001
Job Computer Software Professional
Industry Computer Software
Experience
Lozier Corporation October 2002 - March 2009
Jefferson Pilot Financial August 1977 - June 2001
Education
Northwest Missouri State University
BS in Ed, Math Education
Lozier Corporation October 2002 - March 2009
Jefferson Pilot Financial August 1977 - June 2001
Education
Northwest Missouri State University
BS in Ed, Math Education
Darleen (Stomp) North's Jefferson Pilot Financial Experience February 1996 - October 1998
Job Accomplished Project Manager/Business Analyst in Financial and Insurance with a proven record of delivering on projects.
Industry Information Technology and Services
Experience
Bank of America January 2010 - April 2010
HSBC October 2004 - April 2009
HSBC February 2003 - October 2004
Household Mortgage Services September 2000 - February 2003
Household Finance October 1998 - September 2000
Jefferson Pilot Financial February 1996 - October 1998
Education
George Washington University 2007 — 2009
PMI Associates, Project Management
Madonna University 1990 — 1995
Business Management
Bank of America January 2010 - April 2010
HSBC October 2004 - April 2009
HSBC February 2003 - October 2004
Household Mortgage Services September 2000 - February 2003
Household Finance October 1998 - September 2000
Jefferson Pilot Financial February 1996 - October 1998
Education
George Washington University 2007 — 2009
PMI Associates, Project Management
Madonna University 1990 — 1995
Business Management
Veronica Pierzchala's Jefferson Pilot Financial Experience January 2001 - August 2004
Job Portfolio Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo May 2013 - September 2015
SunTrust Bank September 2010 - May 2013
Fifth Third Bank October 2009 - September 2010
Gulf Stream Asset Management August 2004 - June 2009
Jefferson Pilot Financial January 2001 - August 2004
Skills
Credit, Capital Markets, Portfolio Management
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2005
MBA, Business
North Carolina Agricultural and Technical State University 1997 — 2001
BS, Finance and Management
Wells Fargo September 2015 - Present
Wells Fargo May 2013 - September 2015
SunTrust Bank September 2010 - May 2013
Fifth Third Bank October 2009 - September 2010
Gulf Stream Asset Management August 2004 - June 2009
Jefferson Pilot Financial January 2001 - August 2004
Skills
Credit, Capital Markets, Portfolio Management
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2005
MBA, Business
North Carolina Agricultural and Technical State University 1997 — 2001
BS, Finance and Management
Jeff Norgress's Jefferson Pilot Financial Experience January 1992 - January 1994
Job Vice President of Administration at Carline Management Company
Industry Maritime
Experience
Carline Management Company May 1994 - Present
Jefferson Pilot Financial January 1992 - January 1994
Education
Southeastern Louisiana University 1988 — 1990
Bachelor, Education/Business
Carline Management Company May 1994 - Present
Jefferson Pilot Financial January 1992 - January 1994
Education
Southeastern Louisiana University 1988 — 1990
Bachelor, Education/Business
David Mattinson's Jefferson Pilot Financial Experience January 2000 - December 2006
Job Director, US Retail Annuity Controller at MetLife
Industry Insurance
Experience
MetLife September 2014 - Present
Independent Business Consulting & Coaching 2010 - Present
The Church at Edgefield November 2010 - August 2014
Lincoln Financial Group February 2008 - June 2009
Jefferson Pilot Financial January 2000 - December 2006
Jefferson Pilot Financial July 1996 - January 2000
Alexander Hamilton Life Insurance Company March 1991 - July 1996
The Credit Life Insurance Company June 1979 - March 1991
Skills
Financial Analysis, Mergers, Customer Relations, Start-ups, Cross-functional Team..., Project Execution, Financial Planning, Strategy Development, Insurance, Strategic Financial...
Education
The Ohio State University Fisher College of Business 1975 — 1979
Bachelor of Science, Accounting
MetLife September 2014 - Present
Independent Business Consulting & Coaching 2010 - Present
The Church at Edgefield November 2010 - August 2014
Lincoln Financial Group February 2008 - June 2009
Jefferson Pilot Financial January 2000 - December 2006
Jefferson Pilot Financial July 1996 - January 2000
Alexander Hamilton Life Insurance Company March 1991 - July 1996
The Credit Life Insurance Company June 1979 - March 1991
Skills
Financial Analysis, Mergers, Customer Relations, Start-ups, Cross-functional Team..., Project Execution, Financial Planning, Strategy Development, Insurance, Strategic Financial...
Education
The Ohio State University Fisher College of Business 1975 — 1979
Bachelor of Science, Accounting
Caroline Holt, CIMA®'s Jefferson Pilot Financial Experience 1996 - 2000
Job Director, National Accounts at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments 2006 - Present
Columbia Management 2000 - 2006
Jefferson Pilot Financial 1996 - 2000
Skills
Marketing, Mutual Funds, Portfolio Management, Asset Allocation
Education
University of North Carolina at Chapel Hill 1988 — 1992
BA, Journalism
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
MBA
Columbia Threadneedle Investments 2006 - Present
Columbia Management 2000 - 2006
Jefferson Pilot Financial 1996 - 2000
Skills
Marketing, Mutual Funds, Portfolio Management, Asset Allocation
Education
University of North Carolina at Chapel Hill 1988 — 1992
BA, Journalism
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
MBA
Skip Adams's Jefferson Pilot Financial Experience January 1998 - January 2000
Job Top Line PerformanceBottom Line Results
Industry Insurance
Experience
Hewitt Coleman and Associates August 2011 - November 2013
Complete Benefits Solutions October 2009 - February 2011
Complete Benefits Solutions July 2001 - September 2009
Jefferson Pilot Financial January 1998 - January 2000
Transamerica Reinsurance January 1997 - January 1998
First Health January 1996 - January 1997
NEW YORK LIFE INSURANCE COMPANY/WELLPATH January 1991 - January 1996
PHYSICIANS HEALTH PLAN OF SOUTH CAROLINA January 1990 - January 1991
THE PRUDENTIAL INSURANCE COMPANY January 1985 - January 1990
North Carolina Rescue College January 1976 - January 1985
Education
The American College 1988 — 1990
CLU/ChFC, Insurance
University of North Carolina at Chapel Hill 1970 — 1974
Bachelor of Science, Medical Technology
Ralph L Fike
Ralph L Fike
Hewitt Coleman and Associates August 2011 - November 2013
Complete Benefits Solutions October 2009 - February 2011
Complete Benefits Solutions July 2001 - September 2009
Jefferson Pilot Financial January 1998 - January 2000
Transamerica Reinsurance January 1997 - January 1998
First Health January 1996 - January 1997
NEW YORK LIFE INSURANCE COMPANY/WELLPATH January 1991 - January 1996
PHYSICIANS HEALTH PLAN OF SOUTH CAROLINA January 1990 - January 1991
THE PRUDENTIAL INSURANCE COMPANY January 1985 - January 1990
North Carolina Rescue College January 1976 - January 1985
Education
The American College 1988 — 1990
CLU/ChFC, Insurance
University of North Carolina at Chapel Hill 1970 — 1974
Bachelor of Science, Medical Technology
Ralph L Fike
Ralph L Fike
Cheryl Dukes's Jefferson Pilot Financial Experience 1990 - 1998
Job Sales and marketing manager at BB&T Insurance Services
Industry Insurance
Experience
BB&T Insurance Services March 1998 - Present
National Association of Health Underwriters 2001 - 2010
Jefferson Pilot Financial 1990 - 1998
Skills
Employee Benefits, Health Insurance, Term Life Insurance, Workers Compensation, Commercial Insurance, Property & Casualty..., General Insurance, Health Savings Accounts
Education
University of North Carolina at Charlotte - Belk College of Business 1979 — 1981
Business Admin., Business and Spanish
Miami University 1977 — 1979
BB&T Insurance Services March 1998 - Present
National Association of Health Underwriters 2001 - 2010
Jefferson Pilot Financial 1990 - 1998
Skills
Employee Benefits, Health Insurance, Term Life Insurance, Workers Compensation, Commercial Insurance, Property & Casualty..., General Insurance, Health Savings Accounts
Education
University of North Carolina at Charlotte - Belk College of Business 1979 — 1981
Business Admin., Business and Spanish
Miami University 1977 — 1979
Scott Hyney's Jefferson Pilot Financial Experience June 1985 - August 1987
Job Vice President at Opus Investment Management Inc.
Industry Investment Management
Experience
Opus Investment Management Inc. August 1987 - Present
Jefferson Pilot Financial June 1985 - August 1987
Skills
Alternative Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1985
MBA, Finance
University of Massachusetts, Amherst 1977 — 1981
BS, Chemical Engineering
Opus Investment Management Inc. August 1987 - Present
Jefferson Pilot Financial June 1985 - August 1987
Skills
Alternative Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1985
MBA, Finance
University of Massachusetts, Amherst 1977 — 1981
BS, Chemical Engineering
Darrell Davis, AMA, LPRT's Jefferson Pilot Financial Experience March 1984 - May 1989
Job Executive Vice President, Partner at Worksite Services Inc.
Industry Insurance
Experience
Worksite Services, Inc. 1998 - Present
Worksite Services Inc. 1998 - Present
Darrell E. Davis and Associates, Inc. January 1984 - Present
Jefferson Pilot Financial March 1984 - May 1989
Jefferson Pilot Financial March 1980 - March 1987
Skills
Insurance, Health Insurance, Health Savings Accounts, Employee Benefits, Brokers, Disability Insurance, COBRA, Dentistry, Workers Compensation, Professional Liability, Term Life Insurance, Critical Illness, Long-term Care, Accident, Medicare, Cafeteria Plans, Group Insurance, Commercial Insurance, Whole Life, Long Term Care Insurance, Claim, Underwriting, Universal Life, Health Care Reform, Legal Liability, Property & Casualty..., Life Insurance, Umbrella Insurance, Fixed Annuities, General Insurance, Liability, Group Medical, Medicare Part D, Retirement, Self-funded
Education
Mitchell College 1967 — 1968
AA, Psychology
Mitchell Community College 1966 — 1968
Associate of Arts and Sciences (AAS), Social Psychology
Worksite Services, Inc. 1998 - Present
Worksite Services Inc. 1998 - Present
Darrell E. Davis and Associates, Inc. January 1984 - Present
Jefferson Pilot Financial March 1984 - May 1989
Jefferson Pilot Financial March 1980 - March 1987
Skills
Insurance, Health Insurance, Health Savings Accounts, Employee Benefits, Brokers, Disability Insurance, COBRA, Dentistry, Workers Compensation, Professional Liability, Term Life Insurance, Critical Illness, Long-term Care, Accident, Medicare, Cafeteria Plans, Group Insurance, Commercial Insurance, Whole Life, Long Term Care Insurance, Claim, Underwriting, Universal Life, Health Care Reform, Legal Liability, Property & Casualty..., Life Insurance, Umbrella Insurance, Fixed Annuities, General Insurance, Liability, Group Medical, Medicare Part D, Retirement, Self-funded
Education
Mitchell College 1967 — 1968
AA, Psychology
Mitchell Community College 1966 — 1968
Associate of Arts and Sciences (AAS), Social Psychology
Elaine Conley's Jefferson Pilot Financial Experience February 1999 - July 2004
Job Insurance Administration Professional
Industry Insurance
Experience
American Enterprise July 2004 - December 2009
Jefferson Pilot Financial February 1999 - July 2004
Education
University of Nebraska at Omaha
Bachelor of Science, Public Relations/Journalism
American Enterprise July 2004 - December 2009
Jefferson Pilot Financial February 1999 - July 2004
Education
University of Nebraska at Omaha
Bachelor of Science, Public Relations/Journalism
Sam Skora's Jefferson Pilot Financial Experience 1988 - 1997
Job Voluntary Benefits Sales Representative Assurant Employee Benefits
Industry Insurance
Experience
Assurant Employee Benefits August 2012 - Present
Skora Insurance Solutions, Corp January 2012 - August 2012
Pan American Life Insurance Company 2009 - 2012
Allstate Workplace Division 2007 - 2009
Combined Insurance 2005 - 2007
American Fidelity 1997 - 2004
Jefferson Pilot Financial 1988 - 1997
Skills
Consultative Selling, Insurance, Sales Management, Health Insurance, Accident
Education
Hall High School
The University of Connecticut
Bachelor, International Marketing/Exporting
Assurant Employee Benefits August 2012 - Present
Skora Insurance Solutions, Corp January 2012 - August 2012
Pan American Life Insurance Company 2009 - 2012
Allstate Workplace Division 2007 - 2009
Combined Insurance 2005 - 2007
American Fidelity 1997 - 2004
Jefferson Pilot Financial 1988 - 1997
Skills
Consultative Selling, Insurance, Sales Management, Health Insurance, Accident
Education
Hall High School
The University of Connecticut
Bachelor, International Marketing/Exporting
Li kang Zhu's Jefferson Pilot Financial Experience 2004 - 2006
Job Senior Software Engineer at Physicians Mutual
Industry Insurance
Experience
Physicians Mutual June 2006 - Present
Jefferson Pilot Financial 2004 - 2006
QAT 2004 - 2004
Skills
J2EE, SOA, Insurance Domain, Web Services, JMS, Design Patterns, Websphere, Weblogic, Tomcat, JSP, Servlets, JSF, Struts, Tiles, Portlets, jQuery, EJB, JDBC, Hibernate, SQL, JUnit, Eclipse, Ant, Oracle, DB2, Rational Rose, UML, C, Assembler, Visual Basic, PowerBuilder, Performance Tuning
Education
Central South University
Bachelor of Engineering (B.Eng.), Electrical and Computer Engineering
McMaster University
Master of Science, Computer Science
Physicians Mutual June 2006 - Present
Jefferson Pilot Financial 2004 - 2006
QAT 2004 - 2004
Skills
J2EE, SOA, Insurance Domain, Web Services, JMS, Design Patterns, Websphere, Weblogic, Tomcat, JSP, Servlets, JSF, Struts, Tiles, Portlets, jQuery, EJB, JDBC, Hibernate, SQL, JUnit, Eclipse, Ant, Oracle, DB2, Rational Rose, UML, C, Assembler, Visual Basic, PowerBuilder, Performance Tuning
Education
Central South University
Bachelor of Engineering (B.Eng.), Electrical and Computer Engineering
McMaster University
Master of Science, Computer Science
Paul Spurr's Jefferson Pilot Financial Experience February 2005 - March 2006
Job Vice President, Life Solutions Financial Management and Strategy at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2012 - Present
Lincoln Financial Group April 2006 - May 2012
Jefferson Pilot Financial February 2005 - March 2006
Jefferson Pilot Financial February 2001 - January 2005
Jefferson Pilot Financial January 1998 - January 2001
USLIFE September 1994 - December 1997
MacKeen & Bailey December 1988 - September 1994
Integon Life Insurance Company June 1986 - November 1988
Skills
Life Insurance, Actuarial Science, Insurance, Reinsurance, Retirement, Fixed Annuities, Financial Analysis, Valuation, Finance, Strategy, Strategic Financial..., Analysis, Mergers & Acquisitions, Brokers, Financial Reporting, Risk Management, Underwriting, Financial Planning
Education
University of North Carolina at Chapel Hill 1979 — 1983
Bachelor of Science (B.S.), Mathematics
University of North Carolina at Chapel Hill 1983 — 1986
Master of Science (M.S.), Mathematics
Lincoln Financial Group May 2012 - Present
Lincoln Financial Group April 2006 - May 2012
Jefferson Pilot Financial February 2005 - March 2006
Jefferson Pilot Financial February 2001 - January 2005
Jefferson Pilot Financial January 1998 - January 2001
USLIFE September 1994 - December 1997
MacKeen & Bailey December 1988 - September 1994
Integon Life Insurance Company June 1986 - November 1988
Skills
Life Insurance, Actuarial Science, Insurance, Reinsurance, Retirement, Fixed Annuities, Financial Analysis, Valuation, Finance, Strategy, Strategic Financial..., Analysis, Mergers & Acquisitions, Brokers, Financial Reporting, Risk Management, Underwriting, Financial Planning
Education
University of North Carolina at Chapel Hill 1979 — 1983
Bachelor of Science (B.S.), Mathematics
University of North Carolina at Chapel Hill 1983 — 1986
Master of Science (M.S.), Mathematics
Kathleen Pauley, GBDS's Jefferson Pilot Financial Experience December 2003 - February 2006
Job Voluntary Enrollment Manager Benefit Enroller Program at The Hartford
Industry Insurance
Experience
The Hartford March 2013 - Present
The Hartford February 2011 - July 2013
The Hartford September 2006 - January 2011
Kansas City Life Insurance Company February 2006 - September 2006
Jefferson Pilot Financial December 2003 - February 2006
Skills
Employee Benefits, Insurance, Term Life Insurance, Sales, Health Insurance, Disability Insurance, Life Insurance, Underwriting, Training, Enrollment Management, Brokers, Benefits Administration, Retirement, Management, Claim, Health Savings Accounts, Relationship Management, Property & Casualty...
Education
University of Maryland Baltimore County 1997 — 2002
BA, Ancient Studies
The Hartford March 2013 - Present
The Hartford February 2011 - July 2013
The Hartford September 2006 - January 2011
Kansas City Life Insurance Company February 2006 - September 2006
Jefferson Pilot Financial December 2003 - February 2006
Skills
Employee Benefits, Insurance, Term Life Insurance, Sales, Health Insurance, Disability Insurance, Life Insurance, Underwriting, Training, Enrollment Management, Brokers, Benefits Administration, Retirement, Management, Claim, Health Savings Accounts, Relationship Management, Property & Casualty...
Education
University of Maryland Baltimore County 1997 — 2002
BA, Ancient Studies
Carolyn Borroughs's Jefferson Pilot Financial Experience November 2004 - September 2007
Job Insurance Professional
Industry Insurance
Experience
United Tabernancle Baptist Church November 2014 - Present
Allstate January 2011 - January 2013
Lincoln Financial Group October 2007 - August 2010
Jefferson Pilot Financial November 2004 - September 2007
Skills
Customer Service, 10 key, outlook, word,..., Outlook, Analysis, Policy, Auditing, Negotiation, Quality Assurance, Public Relations, Visio, Invoicing, Risk Management, Entrepreneurship, Management, Time Management
Education
North Carolina Agricultural and Technical State University 2004 — 2009
BA, Liberal Studies
United Tabernancle Baptist Church November 2014 - Present
Allstate January 2011 - January 2013
Lincoln Financial Group October 2007 - August 2010
Jefferson Pilot Financial November 2004 - September 2007
Skills
Customer Service, 10 key, outlook, word,..., Outlook, Analysis, Policy, Auditing, Negotiation, Quality Assurance, Public Relations, Visio, Invoicing, Risk Management, Entrepreneurship, Management, Time Management
Education
North Carolina Agricultural and Technical State University 2004 — 2009
BA, Liberal Studies
Tonia Holbrok's Jefferson Pilot Financial Experience June 2004 - August 2007
Job Group LTD/LTC Claims Specialist at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha May 2011 - Present
Mutual of Omaha August 2007 - Present
Mutual of Omaha May 2008 - May 2011
Jefferson Pilot Financial June 2004 - August 2007
Skills
Claim, Insurance, Disability Insurance, Life Insurance, Fixed Annuities, Health Insurance, Term Life Insurance, Underwriting, Long-term Care, Retirement Planning, Property & Casualty..., Employee Benefits, Commercial Insurance, Retirement, General Insurance, Claims Management, Risk Management
Education
Northwest Missouri State University 1985 — 1986
General Studies, 3.4
Northwest Missouri State University
Mutual of Omaha May 2011 - Present
Mutual of Omaha August 2007 - Present
Mutual of Omaha May 2008 - May 2011
Jefferson Pilot Financial June 2004 - August 2007
Skills
Claim, Insurance, Disability Insurance, Life Insurance, Fixed Annuities, Health Insurance, Term Life Insurance, Underwriting, Long-term Care, Retirement Planning, Property & Casualty..., Employee Benefits, Commercial Insurance, Retirement, General Insurance, Claims Management, Risk Management
Education
Northwest Missouri State University 1985 — 1986
General Studies, 3.4
Northwest Missouri State University
Angelika Gambetta's Jefferson Pilot Financial Experience August 1998 - October 2003
Job Executive Assistant to the EVP, General Counsel & Secretary at Tanger Factory Outlet Centers, Inc.
Industry Commercial Real Estate
Experience
Tanger Factory Outlet Centers, Inc. October 2013 - Present
Charles Aris, Inc. December 2012 - July 2013
Charles Aris, Inc. October 2012 - December 2012
NewBridge Bancorp May 2006 - August 2011
Lincoln Financial Group October 2003 - May 2006
Jefferson Pilot Financial August 1998 - October 2003
Family Bancorp August 1986 - May 1996
Skills
Executive Search, Recruiting, Talent Acquisition, Business Development, Strategic Planning, Finance, Mergers & Acquisitions, Project Planning, Corporate Governance, Contract Negotiation, Corporate Secretary, Corporate Administration, Shareholder Relations, Investor Relations, Stock Plan..., Insurance, Negotiation, Leadership
Education
University of California, Los Angeles
Pepperdine University
Tanger Factory Outlet Centers, Inc. October 2013 - Present
Charles Aris, Inc. December 2012 - July 2013
Charles Aris, Inc. October 2012 - December 2012
NewBridge Bancorp May 2006 - August 2011
Lincoln Financial Group October 2003 - May 2006
Jefferson Pilot Financial August 1998 - October 2003
Family Bancorp August 1986 - May 1996
Skills
Executive Search, Recruiting, Talent Acquisition, Business Development, Strategic Planning, Finance, Mergers & Acquisitions, Project Planning, Corporate Governance, Contract Negotiation, Corporate Secretary, Corporate Administration, Shareholder Relations, Investor Relations, Stock Plan..., Insurance, Negotiation, Leadership
Education
University of California, Los Angeles
Pepperdine University
Jennifer Kilmartin's Jefferson Pilot Financial Experience August 2003 - December 2004
Job Accounting Manager at SciQuest
Industry Accounting
Experience
SciQuest March 2015 - Present
SciQuest March 2011 - March 2015
Grant Thornton LLP January 2008 - March 2011
PPD December 2004 - August 2007
Jefferson Pilot Financial August 2003 - December 2004
Skills
GAAP, Auditing, Finance, Accounting, Internal Controls, SEC filings, Financial Reporting, CPA, Financial Statements, Sarbanes-Oxley Act, Financial Analysis, External Audit, US GAAP, Managerial Finance, General Ledger, Revenue Recognition, Budgets, Financial Accounting, Account Reconciliation, Fixed Assets, Forecasting, NetSuite, Revenue Forecasting, Mergers & Acquisitions, Due Diligence, Accounting system...
Education
North Carolina State University 2006 — 2007
Master of Accounting
North Carolina State University 1998 — 2002
Bachelor of Science, Accounting
SciQuest March 2015 - Present
SciQuest March 2011 - March 2015
Grant Thornton LLP January 2008 - March 2011
PPD December 2004 - August 2007
Jefferson Pilot Financial August 2003 - December 2004
Skills
GAAP, Auditing, Finance, Accounting, Internal Controls, SEC filings, Financial Reporting, CPA, Financial Statements, Sarbanes-Oxley Act, Financial Analysis, External Audit, US GAAP, Managerial Finance, General Ledger, Revenue Recognition, Budgets, Financial Accounting, Account Reconciliation, Fixed Assets, Forecasting, NetSuite, Revenue Forecasting, Mergers & Acquisitions, Due Diligence, Accounting system...
Education
North Carolina State University 2006 — 2007
Master of Accounting
North Carolina State University 1998 — 2002
Bachelor of Science, Accounting
Tammy Hauser's Jefferson Pilot Financial Experience 1999 - 2004
Job CSR at Alaska Power & Telephone
Industry Utilities
Experience
Alaska Power & Telephone 2009 - Present
RegEd 2004 - 2009
Jefferson Pilot Financial 1999 - 2004
Skills
Customer Retention, Team Leadership, Call Center, Team Building, Leadership, Customer Service, Process Improvement, Microsoft Office, Outlook, Strategic Planning, Account Management, Insurance, Financial Services, Call Centers, Salesforce.com, Training, Vendor Management
Education
Liberty University 1995 — 1999
Bachelor's Degree, Psychology
Alaska Power & Telephone 2009 - Present
RegEd 2004 - 2009
Jefferson Pilot Financial 1999 - 2004
Skills
Customer Retention, Team Leadership, Call Center, Team Building, Leadership, Customer Service, Process Improvement, Microsoft Office, Outlook, Strategic Planning, Account Management, Insurance, Financial Services, Call Centers, Salesforce.com, Training, Vendor Management
Education
Liberty University 1995 — 1999
Bachelor's Degree, Psychology
Mark Zinsmeyer's Jefferson Pilot Financial Experience April 2001 - August 2005
Job Capital Markets Professional
Industry Capital Markets
Experience
Invesco Ltd. June 2008 - April 2011
Invesco Ltd. May 2006 - June 2008
Jefferson Pilot Financial April 2001 - August 2005
Education
The University of Texas at Austin 1986 — 1992
BBA, Finance
Invesco Ltd. June 2008 - April 2011
Invesco Ltd. May 2006 - June 2008
Jefferson Pilot Financial April 2001 - August 2005
Education
The University of Texas at Austin 1986 — 1992
BBA, Finance
Meredith Piatt's Jefferson Pilot Financial Experience May 1997 - November 1997
Job Accountant at The Community Foundation of Greater Greensboro
Industry Accounting
Experience
The Community Foundation of Greater Greensboro October 2013 - Present
Novartis Animal Health November 2011 - February 2013
Summit House 2008 - 2011
VF Services, Inc. December 2000 - February 2007
VF Corporation December 2000 - February 2007
VF Jeanswear May 2000 - December 2000
Jefferson Pilot Financial May 1997 - November 1997
Skills
Accounting, Financial Reporting, CPA, General Ledger, Auditing, Financial Analysis, Forecasting, Financial Accounting, Tax Preparation, Tax Research, Tax, GAAP, Cost Accounting, Accruals, Account Reconciliation, Fixed Assets
Education
St. Petersburg College
University of South Florida - College of Business Administration
BA
The Community Foundation of Greater Greensboro October 2013 - Present
Novartis Animal Health November 2011 - February 2013
Summit House 2008 - 2011
VF Services, Inc. December 2000 - February 2007
VF Corporation December 2000 - February 2007
VF Jeanswear May 2000 - December 2000
Jefferson Pilot Financial May 1997 - November 1997
Skills
Accounting, Financial Reporting, CPA, General Ledger, Auditing, Financial Analysis, Forecasting, Financial Accounting, Tax Preparation, Tax Research, Tax, GAAP, Cost Accounting, Accruals, Account Reconciliation, Fixed Assets
Education
St. Petersburg College
University of South Florida - College of Business Administration
BA
Larry Lynn's Jefferson Pilot Financial Experience January 1997 - January 1999
Job Comsumer Products Sales Professional
Industry Consumer Goods
Experience
SoftSheen Carson July 1999 - June 2011
SoftSheen Carson July 1999 - June 2011
SoftSheen Carson January 1999 - January 2003
Jefferson Pilot Financial January 1997 - January 1999
Harris Beauty Supply January 1981 - January 1996
Kmart Corporation January 1976 - January 1981
Education
Saint Augustines College 1972 — 1976
Business Administration, B.A
SoftSheen Carson July 1999 - June 2011
SoftSheen Carson July 1999 - June 2011
SoftSheen Carson January 1999 - January 2003
Jefferson Pilot Financial January 1997 - January 1999
Harris Beauty Supply January 1981 - January 1996
Kmart Corporation January 1976 - January 1981
Education
Saint Augustines College 1972 — 1976
Business Administration, B.A
Dan Thomas, PMP's Jefferson Pilot Financial Experience 2005 - 2006
Job Project Manager at APEX Solutions Group
Industry Insurance
Experience
Clarus Group 2012 - Present
Wellmark BCBS 2006 - 2012
Jefferson Pilot Financial 2005 - 2006
Mutual of Omaha 1979 - 2004
Skills
Team Leadership, Management, Program Management, Project Management, Cross-functional Team..., Asset Managment, Contract Management, Strategic Planning, Expense Budget..., Business Relationship..., Vendor Management, Application Development..., Collaborative Leadership, Asset Management, Business Analysis, SDLC, Data Warehousing, Business Requirements, Training, Project Portfolio..., Performance Management, Project Planning, Software Development, IT Service Management, Process Improvement, Business Intelligence, Leadership, Requirements Analysis
Education
CRG
University of Missouri-Kansas City
BS, Mathematics
Clarus Group 2012 - Present
Wellmark BCBS 2006 - 2012
Jefferson Pilot Financial 2005 - 2006
Mutual of Omaha 1979 - 2004
Skills
Team Leadership, Management, Program Management, Project Management, Cross-functional Team..., Asset Managment, Contract Management, Strategic Planning, Expense Budget..., Business Relationship..., Vendor Management, Application Development..., Collaborative Leadership, Asset Management, Business Analysis, SDLC, Data Warehousing, Business Requirements, Training, Project Portfolio..., Performance Management, Project Planning, Software Development, IT Service Management, Process Improvement, Business Intelligence, Leadership, Requirements Analysis
Education
CRG
University of Missouri-Kansas City
BS, Mathematics
Carol Hardiman's Jefferson Pilot Financial Experience 2004 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Lincoln Financial Group 2006 - 2011
Jefferson Pilot Financial 2004 - 2006
Jefferson Pilot Financial 1997 - 2004
Chubb Securities Corporation 1989 - 1997
Skills
Building Relationships, Customer Focus, Talent Development, Strategic Planning, Forward Thinking, Consensus Building, Problem Solving, Expense Management, Project Management, Negotiation, Communication Skills, Change Leadership, Driving Results, Presenter, Training & Development
Education
University of New Hampshire
Bachelor of Arts (B.A.), English Language and Literature, General
Lincoln Financial Group 2006 - 2011
Jefferson Pilot Financial 2004 - 2006
Jefferson Pilot Financial 1997 - 2004
Chubb Securities Corporation 1989 - 1997
Skills
Building Relationships, Customer Focus, Talent Development, Strategic Planning, Forward Thinking, Consensus Building, Problem Solving, Expense Management, Project Management, Negotiation, Communication Skills, Change Leadership, Driving Results, Presenter, Training & Development
Education
University of New Hampshire
Bachelor of Arts (B.A.), English Language and Literature, General
Thomas Skiba's Jefferson Pilot Financial Experience January 1996 - July 1997
Job Senior Systems Analyst at Lorillard Tobacco Company
Industry Tobacco
Experience
Lorillard Tobacco Company May 2002 - Present
Jefferson Pilot Financial January 1996 - July 1997
Education
Michigan Technological University 1968 — 1975
Bachelor of Science (BS), Applied Physics
Lorillard Tobacco Company May 2002 - Present
Jefferson Pilot Financial January 1996 - July 1997
Education
Michigan Technological University 1968 — 1975
Bachelor of Science (BS), Applied Physics
Ginger Palmer's Jefferson Pilot Financial Experience July 1998 - April 2003
Job Supervisor, Coding UNC Faculty Physicians at University of North Carolina at Chapel Hill
Industry Higher Education
Experience
University of North Carolina at Chapel Hill June 2002 - Present
Humana April 2000 - September 2003
Jefferson Pilot Financial July 1998 - April 2003
Skills
EHR, Strategic Planning, Teaching, Market Analysis, Research, PowerPoint, Grant Writing, Hospitals, Event Planning, Healthcare Management, Higher Education, Public Speaking, Healthcare Information..., Healthcare, Microsoft Excel, Statistics, Data Analysis, Community Outreach, Social Media, Medical Terminology, EMR, Microsoft Office, Microsoft Word, Training, Nonprofits, Policy, ICD-9, Revenue Cycle, Leadership, Medical Coding, Program Development, Student Development, Critical Thinking, Inpatient, Emergency Room, Public Health, Data Entry, Access, SPSS, Program Evaluation, Staff Development, Meditech, Clinical Research, Epidemiology, Cpr Certified, Health Education, Health Information..., Student Affairs, Qualitative Research, CPT
Education
University of Kentucky 1969 — 1969
University of North Carolina at Chapel Hill June 2002 - Present
Humana April 2000 - September 2003
Jefferson Pilot Financial July 1998 - April 2003
Skills
EHR, Strategic Planning, Teaching, Market Analysis, Research, PowerPoint, Grant Writing, Hospitals, Event Planning, Healthcare Management, Higher Education, Public Speaking, Healthcare Information..., Healthcare, Microsoft Excel, Statistics, Data Analysis, Community Outreach, Social Media, Medical Terminology, EMR, Microsoft Office, Microsoft Word, Training, Nonprofits, Policy, ICD-9, Revenue Cycle, Leadership, Medical Coding, Program Development, Student Development, Critical Thinking, Inpatient, Emergency Room, Public Health, Data Entry, Access, SPSS, Program Evaluation, Staff Development, Meditech, Clinical Research, Epidemiology, Cpr Certified, Health Education, Health Information..., Student Affairs, Qualitative Research, CPT
Education
University of Kentucky 1969 — 1969
Jerry Mohr's Jefferson Pilot Financial Experience April 2002 - October 2003
Job Healthcare and Insurance Operations Professional
Industry Hospital & Health Care
Experience
Kaiser Permanente April 2013 - July 2013
Kaiser Permanente May 2009 - March 2013
Kaiser Permanente April 2007 - April 2009
Aetna January 2004 - November 2005
Jefferson Pilot Financial April 2002 - October 2003
Sedgwick August 1999 - November 2001
Liberty Mutual Insurance March 1996 - July 1999
Education
Kansas State University
Bachelor of Science (BS)
The University of Kansas
University of Southern California
Kaiser Permanente April 2013 - July 2013
Kaiser Permanente May 2009 - March 2013
Kaiser Permanente April 2007 - April 2009
Aetna January 2004 - November 2005
Jefferson Pilot Financial April 2002 - October 2003
Sedgwick August 1999 - November 2001
Liberty Mutual Insurance March 1996 - July 1999
Education
Kansas State University
Bachelor of Science (BS)
The University of Kansas
University of Southern California
Patricia Engelman's Jefferson Pilot Financial Experience March 1982 - July 1986
Job
Industry Insurance
Experience
Allstate Benefits July 1986 - Present
Jefferson Pilot Financial March 1982 - July 1986
Ohio National Financial Services December 1980 - March 1984
Skills
Sales, Leadership, Marketing, Insurance, Sales Management, Team Building, Account Management, Recruiting, Management, Microsoft Office
Education
University of Florida 1972 — 1974
Jacksonville Episcopal High School 1968 — 1972
HS Dipolma
Allstate Benefits July 1986 - Present
Jefferson Pilot Financial March 1982 - July 1986
Ohio National Financial Services December 1980 - March 1984
Skills
Sales, Leadership, Marketing, Insurance, Sales Management, Team Building, Account Management, Recruiting, Management, Microsoft Office
Education
University of Florida 1972 — 1974
Jacksonville Episcopal High School 1968 — 1972
HS Dipolma
Corey OConnor's Jefferson Pilot Financial Experience May 2003 - April 2004
Job Senior Account Executive at Assurant Employee Benefits
Industry Insurance
Experience
Assurant Employee Benefits April 2004 - Present
Jefferson Pilot Financial May 2003 - April 2004
Education
Saint Louis University 1999 — 2003
Bachelor of Science (B.S.), Marketing
Assurant Employee Benefits April 2004 - Present
Jefferson Pilot Financial May 2003 - April 2004
Education
Saint Louis University 1999 — 2003
Bachelor of Science (B.S.), Marketing