Lafayette Life Insurance Company
Industry: Insurance company
DescriptionHeadquarters: Cincinnati, OH Founded: 1905 Parent organization: Western & Southern Financial Group
Lafayette Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lafayette Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Lafayette Life Insurance Company Employees
Employee
Years
Job
Industry
Leonard Sherman Leonard Sherman's Lafayette Life Insurance Company Experience 2003 - 2004
Job COO & CFO Evergreen Health Cooperative
Industry Hospital & Health Care
Experience
Evergreeen Health Cooperative February 2015 - Present
Kentucky Health Cooperative January 2013 - December 2014
Universal American Corp January 2005 - June 2011
Universal American January 2005 - June 2011
LAFAYETTE LIFE INSURANCE COMPANY 2003 - 2004
Smith Barney 2002 - 2003
Allstate June 1985 - January 2002
Deloitte June 1975 - June 1985
Skills
Insurance, Health Insurance, Process Improvement, Strategic Planning, Medicare, Executive Management, Financial Analysis, Mergers, Enterprise Risk..., Business Process..., Sarbanes-Oxley Act, Vendor Management, Sarbanes-Oxley, Strategic Financial..., Change Management, Financial Services, Budgets
Education
Indiana University Bloomington 1971 — 1975
B.S., Accounting
Evergreeen Health Cooperative February 2015 - Present
Kentucky Health Cooperative January 2013 - December 2014
Universal American Corp January 2005 - June 2011
Universal American January 2005 - June 2011
LAFAYETTE LIFE INSURANCE COMPANY 2003 - 2004
Smith Barney 2002 - 2003
Allstate June 1985 - January 2002
Deloitte June 1975 - June 1985
Skills
Insurance, Health Insurance, Process Improvement, Strategic Planning, Medicare, Executive Management, Financial Analysis, Mergers, Enterprise Risk..., Business Process..., Sarbanes-Oxley Act, Vendor Management, Sarbanes-Oxley, Strategic Financial..., Change Management, Financial Services, Budgets
Education
Indiana University Bloomington 1971 — 1975
B.S., Accounting
Amy Trujillo Amy Trujillo's Lafayette Life Insurance Company Experience June 2008 - July 2010
Job Sales Support Specialist at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions, Inc., A Broadridge Company April 2014 - Present
Matrix Financial Solutions, Inc., A Broadridge Company July 2011 - April 2014
Lafayette Life Insurance Company June 2008 - July 2010
Lafayette Life Insurance Company October 2007 - June 2008
Lafayette Life Insurance Company June 2005 - October 2007
Skills
Insurance, Retirement Planning, Life Insurance, Investments, Litigation, Small Business, Pensions, Securities, Mutual Funds, Retirement, 401k
Education
Indiana Wesleyan University 2008 — 2010
Masters, Management (Organizational Leadership)
New Mexico State University 2000 — 2004
BS, Political Science and Government
Matrix Financial Solutions, Inc., A Broadridge Company April 2014 - Present
Matrix Financial Solutions, Inc., A Broadridge Company July 2011 - April 2014
Lafayette Life Insurance Company June 2008 - July 2010
Lafayette Life Insurance Company October 2007 - June 2008
Lafayette Life Insurance Company June 2005 - October 2007
Skills
Insurance, Retirement Planning, Life Insurance, Investments, Litigation, Small Business, Pensions, Securities, Mutual Funds, Retirement, 401k
Education
Indiana Wesleyan University 2008 — 2010
Masters, Management (Organizational Leadership)
New Mexico State University 2000 — 2004
BS, Political Science and Government
Lindsay Frietch Lindsay Frietch's Lafayette Life Insurance Company Experience November 2012 - September 2013
Job Underwriter Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group August 2015 - Present
Western & Southern Financial Group September 2013 - Present
Lafayette Life Insurance Company November 2012 - September 2013
Western & Southern Financial Group February 2011 - November 2012
Creo Consulting LLC August 2010 - January 2011
Miami University September 2008 - May 2010
Life Balance Group, Inc. June 2009 - September 2009
Skyline Chili January 2005 - August 2008
The Million Family May 2007 - August 2007
Cincinnati Pool Management May 2002 - August 2007
Skills
Human Resources, Interviews, Marketing, Leadership, Customer Service
Education
Miami University 2006 — 2010
Bachelor of Science, Business; Marketing
Miami University International 2009 — 2009
Ursuline Academy 2002 — 2006
Western & Southern Financial Group August 2015 - Present
Western & Southern Financial Group September 2013 - Present
Lafayette Life Insurance Company November 2012 - September 2013
Western & Southern Financial Group February 2011 - November 2012
Creo Consulting LLC August 2010 - January 2011
Miami University September 2008 - May 2010
Life Balance Group, Inc. June 2009 - September 2009
Skyline Chili January 2005 - August 2008
The Million Family May 2007 - August 2007
Cincinnati Pool Management May 2002 - August 2007
Skills
Human Resources, Interviews, Marketing, Leadership, Customer Service
Education
Miami University 2006 — 2010
Bachelor of Science, Business; Marketing
Miami University International 2009 — 2009
Ursuline Academy 2002 — 2006
Jessica Wilburn, MBA's Lafayette Life Insurance Company Experience October 2002 - July 2006
Job looking for a challenge with opportunity for advancement
Industry Hospital & Health Care
Experience
IU Health Arnett October 2012 - July 2014
IU Health Arnett July 2011 - October 2012
IU Health Arnett December 2008 - July 2011
Olsten Staffing February 2008 - December 2008
Cashland Financial Services January 2007 - December 2007
Scott Nichols State Farm Insurance Agency July 2006 - January 2007
Lafayette Life Insurance Company October 2002 - July 2006
Skills
Healthcare Management, Credentialing, Physician Relations, Hospitals, Healthcare, NCQA, Provider Relations, Insurance, Human Resources, Policy, Healthcare Information..., Microsoft Office, Health Insurance, Cerner, Background Checks, JCAHO, Medical Terminology, Customer Service, Interviews, New Hire Orientations, HIPAA, Onboarding, Process Improvement, Temporary Staffing, Medical Records, Data Entry, Research, Recruiting, Ambulatory, EHR, Epic Systems, Healthcare Consulting, Home Care, Inpatient, Leadership, Management, Patient Safety, Performance Management, Process Scheduler, Team Building, Medicine, Outlook, Training, Administration, Microsoft Excel, Sales, PowerPoint, Temporary Placement, EMR, Medicaid
Education
Indiana Wesleyan University 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Indiana Wesleyan University 2009 — 2011
Bachelors Degree, Business Management
IU Health Arnett October 2012 - July 2014
IU Health Arnett July 2011 - October 2012
IU Health Arnett December 2008 - July 2011
Olsten Staffing February 2008 - December 2008
Cashland Financial Services January 2007 - December 2007
Scott Nichols State Farm Insurance Agency July 2006 - January 2007
Lafayette Life Insurance Company October 2002 - July 2006
Skills
Healthcare Management, Credentialing, Physician Relations, Hospitals, Healthcare, NCQA, Provider Relations, Insurance, Human Resources, Policy, Healthcare Information..., Microsoft Office, Health Insurance, Cerner, Background Checks, JCAHO, Medical Terminology, Customer Service, Interviews, New Hire Orientations, HIPAA, Onboarding, Process Improvement, Temporary Staffing, Medical Records, Data Entry, Research, Recruiting, Ambulatory, EHR, Epic Systems, Healthcare Consulting, Home Care, Inpatient, Leadership, Management, Patient Safety, Performance Management, Process Scheduler, Team Building, Medicine, Outlook, Training, Administration, Microsoft Excel, Sales, PowerPoint, Temporary Placement, EMR, Medicaid
Education
Indiana Wesleyan University 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Indiana Wesleyan University 2009 — 2011
Bachelors Degree, Business Management
Sabra Moulton's Lafayette Life Insurance Company Experience July 2008 - April 2011
Job Strategic Operations Manager at Purdue University
Industry Higher Education
Experience
Purdue University October 2014 - Present
Purdue University May 2014 - October 2014
Purdue University December 2012 - May 2014
Purdue University April 2011 - December 2012
Lafayette Life Insurance Company July 2008 - April 2011
Skills
Accounting, Microsoft Excel, Insurance, Accounts Receivable, Customer Service, Leadership, Process Improvement, Strategic Planning, Team Building, QuickBooks, Microsoft Office, Microsoft Word, PowerPoint, Accounts Payable, Financial Reporting, Higher Education, Account Reconciliation, Supervisory Skills, Teamwork, Auditing, Financial Analysis, Budgets, Management, Finance, Outlook, Invoicing
Education
Indiana Wesleyan University 2008 — 2010
Masters, Business Administration
Indiana Wesleyan University 2005 — 2008
Bachelors, Accounting
Purdue University October 2014 - Present
Purdue University May 2014 - October 2014
Purdue University December 2012 - May 2014
Purdue University April 2011 - December 2012
Lafayette Life Insurance Company July 2008 - April 2011
Skills
Accounting, Microsoft Excel, Insurance, Accounts Receivable, Customer Service, Leadership, Process Improvement, Strategic Planning, Team Building, QuickBooks, Microsoft Office, Microsoft Word, PowerPoint, Accounts Payable, Financial Reporting, Higher Education, Account Reconciliation, Supervisory Skills, Teamwork, Auditing, Financial Analysis, Budgets, Management, Finance, Outlook, Invoicing
Education
Indiana Wesleyan University 2008 — 2010
Masters, Business Administration
Indiana Wesleyan University 2005 — 2008
Bachelors, Accounting
Trish Sipes's Lafayette Life Insurance Company Experience 1997 - 2003
Job Logistical Support Coordinator and Program Assistant at Purdue University
Industry Higher Education
Experience
Purdue University March 2008 - Present
Lafayette Life Insurance Company 1997 - 2003
Skills
Leadership, Team Leadership, Higher Education, Public Speaking, Microsoft Office, Program Management, Training, Leadership Development, Process Improvement, Customer Service, Team Building, Time Management, PowerPoint, Staff Development
Education
Purdue University 2012 — 2016
Organizational Leadership
Purdue University March 2008 - Present
Lafayette Life Insurance Company 1997 - 2003
Skills
Leadership, Team Leadership, Higher Education, Public Speaking, Microsoft Office, Program Management, Training, Leadership Development, Process Improvement, Customer Service, Team Building, Time Management, PowerPoint, Staff Development
Education
Purdue University 2012 — 2016
Organizational Leadership
Lara Valentino Lara Valentino's Lafayette Life Insurance Company Experience December 2013 - July 2015
Job BOLI New Business Tech
Industry Insurance
Experience
Ohio National Financial Services July 2015 - Present
Lafayette Life Insurance Company December 2013 - July 2015
Ameritas Life Insurance Corp August 2013 - December 2013
Ameritas life insurance August 2007 - August 2013
US financial life insurance April 2004 - August 2007
Education
University of Phoenix 2008 — 2010
Master's degree, Business Administration and Management, General
University of Cincinnati 1996 — 2003
Bachelor's degree, History
Ohio National Financial Services July 2015 - Present
Lafayette Life Insurance Company December 2013 - July 2015
Ameritas Life Insurance Corp August 2013 - December 2013
Ameritas life insurance August 2007 - August 2013
US financial life insurance April 2004 - August 2007
Education
University of Phoenix 2008 — 2010
Master's degree, Business Administration and Management, General
University of Cincinnati 1996 — 2003
Bachelor's degree, History
Sharon Enderle Sharon Enderle's Lafayette Life Insurance Company Experience June 2015 - Present
Job Retirement: Sales and Installation Coordinator at Lafayette Life Insurance Company
Industry Accounting
Experience
Lafayette Life Insurance Company June 2015 - Present
Burke & Schindler, PLL June 2010 - June 2015
Burke & Schindler, P.L.L. August 1999 - June 2015
Skills
Management, Microsoft Office, Leadership, Microsoft Excel, Sales, Microsoft Word, Training, PowerPoint, Process Improvement, Research
Education
Northern Kentucky University 1993 — 1994
Business Administration and Management, General
Cincinnati State Technical and Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Lafayette Life Insurance Company June 2015 - Present
Burke & Schindler, PLL June 2010 - June 2015
Burke & Schindler, P.L.L. August 1999 - June 2015
Skills
Management, Microsoft Office, Leadership, Microsoft Excel, Sales, Microsoft Word, Training, PowerPoint, Process Improvement, Research
Education
Northern Kentucky University 1993 — 1994
Business Administration and Management, General
Cincinnati State Technical and Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Kelly Allers's Lafayette Life Insurance Company Experience February 2002 - October 2003
Job Lead Systems Developer at Municipal Securities Rulemaking Board
Industry Financial Services
Experience
Municipal Securities Rulemaking Board October 2014 - Present
Municipal Securities Rulemaking Board October 2012 - Present
Municipal Securities Rulemaking Board July 2010 - October 2012
Armed Forces Institute of Pathology, now Joint Pathology Center July 2006 - July 2010
TriMedx October 2003 - June 2006
Lafayette Life Insurance Company February 2002 - October 2003
Purdue University August 2001 - May 2003
National Institute for Aviation Research January 2000 - August 2001
Skills
Certified Scrum Master, Agile Methodologies, Test Driven Development, Continuous Integration, Octopus, ASP.NET MVC, Web Applications, C#, KnockoutJS, Sitecore, IIS, Integration, Scrum, Microsoft SQL Server, Requirements Analysis, SDLC, XML, .NET, Software Development, Web Development, Databases, Web Services, HTML, SQL
Education
Purdue University 2001 — 2007
Master's Degree, Technology / Computer Information Systems
Wichita State University 1996 — 1999
Bachelor's Degree, Mathematics
Municipal Securities Rulemaking Board October 2014 - Present
Municipal Securities Rulemaking Board October 2012 - Present
Municipal Securities Rulemaking Board July 2010 - October 2012
Armed Forces Institute of Pathology, now Joint Pathology Center July 2006 - July 2010
TriMedx October 2003 - June 2006
Lafayette Life Insurance Company February 2002 - October 2003
Purdue University August 2001 - May 2003
National Institute for Aviation Research January 2000 - August 2001
Skills
Certified Scrum Master, Agile Methodologies, Test Driven Development, Continuous Integration, Octopus, ASP.NET MVC, Web Applications, C#, KnockoutJS, Sitecore, IIS, Integration, Scrum, Microsoft SQL Server, Requirements Analysis, SDLC, XML, .NET, Software Development, Web Development, Databases, Web Services, HTML, SQL
Education
Purdue University 2001 — 2007
Master's Degree, Technology / Computer Information Systems
Wichita State University 1996 — 1999
Bachelor's Degree, Mathematics
Osra Carolan DeLong Osra Carolan DeLong's Lafayette Life Insurance Company Experience November 2009 - June 2011
Job Administrative Assistant in the College of Engineering Advancement & Development.
Industry Higher Education
Experience
Purdue Research Foundation January 2013 - Present
voestalpine Rotec, Inc. September 2011 - December 2012
The Lafayette Life Insurance Company November 2009 - June 2011
Lafayette Life Insurance Company November 2009 - June 2011
Homemade Gourmet ® February 2006 - September 2008
Bailey Law Firm April 2004 - August 2006
Bill Clark P.C., Attorney September 2000 - February 2004
David Walley & Co., Attorneys September 1997 - February 2000
David Walley & Co. Solicitors 1997 - 2000
Skills
PowerPoint, Outlook, Event Planning, Customer Service, Microsoft Excel, Office Management, Microsoft Word, Microsoft Office, Data Entry, Access, Social Media, Purchasing, Training, Project Planning, Inventory Management, Leadership, Management, Team Leadership, Research, Invoicing, Time Management, Team Building, Teamwork, Process Improvement, Administrative..., Human Resources, Customer Satisfaction, Recruiting, Marketing, Office Administration, Coordination, Process Scheduler, Logistics, Software Documentation, Employee Relations, Data Analysis
Education
Tyler Junior College 2006 — 2008
Associates Degree, Liberal Arts
Purdue Research Foundation January 2013 - Present
voestalpine Rotec, Inc. September 2011 - December 2012
The Lafayette Life Insurance Company November 2009 - June 2011
Lafayette Life Insurance Company November 2009 - June 2011
Homemade Gourmet ® February 2006 - September 2008
Bailey Law Firm April 2004 - August 2006
Bill Clark P.C., Attorney September 2000 - February 2004
David Walley & Co., Attorneys September 1997 - February 2000
David Walley & Co. Solicitors 1997 - 2000
Skills
PowerPoint, Outlook, Event Planning, Customer Service, Microsoft Excel, Office Management, Microsoft Word, Microsoft Office, Data Entry, Access, Social Media, Purchasing, Training, Project Planning, Inventory Management, Leadership, Management, Team Leadership, Research, Invoicing, Time Management, Team Building, Teamwork, Process Improvement, Administrative..., Human Resources, Customer Satisfaction, Recruiting, Marketing, Office Administration, Coordination, Process Scheduler, Logistics, Software Documentation, Employee Relations, Data Analysis
Education
Tyler Junior College 2006 — 2008
Associates Degree, Liberal Arts
Gordon Golini's Lafayette Life Insurance Company Experience 2002 - 2013
Job Senior Broker Consultant
Industry Financial Services
Experience
Lifetime Financial Alliance January 2002 - April 2013
Lafayette Life Insurance Company 2002 - 2013
Equitable Life February 1982 - May 1999
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Fixed Annuities, Retirement, Retirement Plan..., Insurance, Investments, Life Insurance, Wealth Management, Disability Insurance, Estate Planning, Financial Goals, Financial Advisory, Portfolio Management, Term Life Insurance, Financial Services, Income Protection, Asset Management, IRAs, Small Business, Wealth, Wealth Accumulation, Long-term Care, Series 7, Financial Planners, Investment Strategies, Series 6, 401k, 401k Rollovers, Employee Benefits, Mutual Funds, Critical Illness, Universal Life, Health Insurance, Securities, Wealth Management..., Long Term Care Insurance, Roth IRA, Pensions, Qualified Retirement..., Investment Management, Variable Annuities, Personal Financial..., Personal Finance, Defined Benefit, Series 63, Alternative Investments, Whole Life
Education
Michigan State University 1974 — 1978
Bachelor of Science bio-chemistry, Marketing
MSU
Lifetime Financial Alliance January 2002 - April 2013
Lafayette Life Insurance Company 2002 - 2013
Equitable Life February 1982 - May 1999
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Fixed Annuities, Retirement, Retirement Plan..., Insurance, Investments, Life Insurance, Wealth Management, Disability Insurance, Estate Planning, Financial Goals, Financial Advisory, Portfolio Management, Term Life Insurance, Financial Services, Income Protection, Asset Management, IRAs, Small Business, Wealth, Wealth Accumulation, Long-term Care, Series 7, Financial Planners, Investment Strategies, Series 6, 401k, 401k Rollovers, Employee Benefits, Mutual Funds, Critical Illness, Universal Life, Health Insurance, Securities, Wealth Management..., Long Term Care Insurance, Roth IRA, Pensions, Qualified Retirement..., Investment Management, Variable Annuities, Personal Financial..., Personal Finance, Defined Benefit, Series 63, Alternative Investments, Whole Life
Education
Michigan State University 1974 — 1978
Bachelor of Science bio-chemistry, Marketing
MSU
Patti Hall's Lafayette Life Insurance Company Experience May 2011 - March 2013
Job Licensing Specialist at IFS Financial Services
Industry Insurance
Experience
IFS Financial Services March 2013 - Present
Lafayette Life Insurance Company May 2011 - March 2013
Great American Insurance 2008 - 2010
Great American Insurance 2006 - 2008
Great American Insurance 2000 - 2006
Great American Insurance 1997 - 2000
Great American Insurance 1995 - 1997
Great American Insurance 1994 - 1995
Skills
Insurance, Process Improvement, Maintaining Strong..., Account Management, Training, Analysis, Risk Management, Underwriting, Customer Service, Call Centers, Program Management, Management, Team Building, Leadership, Interviews, Marketing, Claim
Education
Northern Kentucky University
BA English, Secondary Education Certification
Northern Ky University
BA English
IFS Financial Services March 2013 - Present
Lafayette Life Insurance Company May 2011 - March 2013
Great American Insurance 2008 - 2010
Great American Insurance 2006 - 2008
Great American Insurance 2000 - 2006
Great American Insurance 1997 - 2000
Great American Insurance 1995 - 1997
Great American Insurance 1994 - 1995
Skills
Insurance, Process Improvement, Maintaining Strong..., Account Management, Training, Analysis, Risk Management, Underwriting, Customer Service, Call Centers, Program Management, Management, Team Building, Leadership, Interviews, Marketing, Claim
Education
Northern Kentucky University
BA English, Secondary Education Certification
Northern Ky University
BA English
Patrick Raftery's Lafayette Life Insurance Company Experience May 1993 - July 2004
Job Senior Vice President, Business Banking, Bank of America, Indianapolis, Indiana
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2013 - Present
Centier Bank August 2010 - December 2013
Private Estate April 2009 - August 2010
Huntington National Bank July 2004 - April 2009
Lafayette Life Insurance Company May 1993 - July 2004
American United Life December 1985 - May 1993
Merchants Bank May 1982 - December 1985
Federal Deposit Insurance Corporation (FDIC) September 1980 - December 1981
Skills
Loans, Real Estate, Credit Analysis, Commercial Lending, Credit, Small Business Lending, Banking, Commercial Banking, Portfolio Management, Mortgage Lending, Commercial Mortgages, Underwriting, Financial Analysis, Credit Risk, Lines Of Credit, Consumer Lending, Construction Loans, Cash Management, Financial Risk, Loan Origination, Financial Modeling, Real Estate Economics, Risk Management, Refinance
Education
Butler University - College of Business Administration 1983 — 1987
MBA, Business Administration
Indiana University - Kelley School of Business 1978 — 1982
B.S., Finance
Bank of America Merrill Lynch December 2013 - Present
Centier Bank August 2010 - December 2013
Private Estate April 2009 - August 2010
Huntington National Bank July 2004 - April 2009
Lafayette Life Insurance Company May 1993 - July 2004
American United Life December 1985 - May 1993
Merchants Bank May 1982 - December 1985
Federal Deposit Insurance Corporation (FDIC) September 1980 - December 1981
Skills
Loans, Real Estate, Credit Analysis, Commercial Lending, Credit, Small Business Lending, Banking, Commercial Banking, Portfolio Management, Mortgage Lending, Commercial Mortgages, Underwriting, Financial Analysis, Credit Risk, Lines Of Credit, Consumer Lending, Construction Loans, Cash Management, Financial Risk, Loan Origination, Financial Modeling, Real Estate Economics, Risk Management, Refinance
Education
Butler University - College of Business Administration 1983 — 1987
MBA, Business Administration
Indiana University - Kelley School of Business 1978 — 1982
B.S., Finance
Jorge Herrera Jorge Herrera's Lafayette Life Insurance Company Experience 2009 - Present
Job Privatized Banking Advocate reaching out to Professional & Business Owners to build the 10% to get back to Sound Money
Industry Financial Services
Experience
Sound Money Financial Solutions December 2006 - Present
Karatbars April 2012 - Present
College Funding Solutions August 2011 - Present
Lafayette Life Insurance Company 2009 - Present
Toasmasters International 2008 - Present
I Work For Food Realty July 2005 - 2010
Skills
Recapture wealth..., Small Business, Banking, Infinite Banking Concept, Banking Strategies, Protection of purchase..., Privatized Banking, Growth of Capital, Self-financing of needs..., Passive Income, Insurance, Retirement Planning, Finance, Whole Life Insurance, Sound Money, Gold and Silver, Fiat money, Real Estate, Negotiation, Entrepreneurship, Investments, Family and Business..., Business Planning, Marketing, Strategic Planning, Credit, Business Development, Management Consulting, Team Building, Training, Management, Financial Analysis, Networking, Marketing Strategy, Sales, Analysis, Financial Services, Business Strategy, Leadership, Strategy, Contract Negotiation, Start-ups, Coaching, Sales Management, Customer Service, New Business Development, Risk Management, Budgets, Selling, Team Leadership
Education
Gold Coast School of Real Estate & Insurance 1998 — 2006
Certified, Registered, Sales, Mortgages, Appraiser, Insurance
Essex Community College 1986 — 1987
Electronics
Escuela de Aviacion "Aerocentro" 1975 — 1978
Commercial Pilot, Aeronautics
Universidad de Los Andes 1971 — 1973
Bachelor of Science (BSc), Mechanical and Design Engineering
Sound Money Financial Solutions December 2006 - Present
Karatbars April 2012 - Present
College Funding Solutions August 2011 - Present
Lafayette Life Insurance Company 2009 - Present
Toasmasters International 2008 - Present
I Work For Food Realty July 2005 - 2010
Skills
Recapture wealth..., Small Business, Banking, Infinite Banking Concept, Banking Strategies, Protection of purchase..., Privatized Banking, Growth of Capital, Self-financing of needs..., Passive Income, Insurance, Retirement Planning, Finance, Whole Life Insurance, Sound Money, Gold and Silver, Fiat money, Real Estate, Negotiation, Entrepreneurship, Investments, Family and Business..., Business Planning, Marketing, Strategic Planning, Credit, Business Development, Management Consulting, Team Building, Training, Management, Financial Analysis, Networking, Marketing Strategy, Sales, Analysis, Financial Services, Business Strategy, Leadership, Strategy, Contract Negotiation, Start-ups, Coaching, Sales Management, Customer Service, New Business Development, Risk Management, Budgets, Selling, Team Leadership
Education
Gold Coast School of Real Estate & Insurance 1998 — 2006
Certified, Registered, Sales, Mortgages, Appraiser, Insurance
Essex Community College 1986 — 1987
Electronics
Escuela de Aviacion "Aerocentro" 1975 — 1978
Commercial Pilot, Aeronautics
Universidad de Los Andes 1971 — 1973
Bachelor of Science (BSc), Mechanical and Design Engineering
Robert Nix's Lafayette Life Insurance Company Experience December 1994 - January 1999
Job Computer Systems Engineer at Mayo Clinic
Industry Hospital & Health Care
Experience
Mayo Clinic February 1999 - Present
Simply Photography January 2005 - October 2009
Lafayette Life Insurance Company December 1994 - January 1999
AMAX Coal Company October 1977 - June 1993
AMAX Coal 1977 - 1993
IUPUI 1980 - 1985
Skills
REXX, z/VM, Linux, Scripting, Perl, Photo Editing, zSeries, Shell Scripting, Bash, Virtualization, Operating Systems, Mac OS X, IBM Mainframe, Raspberry Pi, VM, VMware, Unix, Mainframe, z/OS, System Administration, OS X, Image Editing, Photography, MVS, Python, C, C++, DB2, Networking, Disaster Recovery, Databases, High Availability, TCP/IP, Unix Shell Scripting, Red Hat Linux, C
Education
Indiana University-Purdue University at Indianapolis 1974 — 1985
AAS, BS, Computer Programming Technology
Mayo Clinic February 1999 - Present
Simply Photography January 2005 - October 2009
Lafayette Life Insurance Company December 1994 - January 1999
AMAX Coal Company October 1977 - June 1993
AMAX Coal 1977 - 1993
IUPUI 1980 - 1985
Skills
REXX, z/VM, Linux, Scripting, Perl, Photo Editing, zSeries, Shell Scripting, Bash, Virtualization, Operating Systems, Mac OS X, IBM Mainframe, Raspberry Pi, VM, VMware, Unix, Mainframe, z/OS, System Administration, OS X, Image Editing, Photography, MVS, Python, C, C++, DB2, Networking, Disaster Recovery, Databases, High Availability, TCP/IP, Unix Shell Scripting, Red Hat Linux, C
Education
Indiana University-Purdue University at Indianapolis 1974 — 1985
AAS, BS, Computer Programming Technology
Malik Haddadin, ASA CERA's Lafayette Life Insurance Company Experience February 2006 - January 2008
Job Director Actuarial Services at MetLife
Industry Insurance
Experience
MetLife January 2015 - Present
Deloitte January 2014 - January 2015
MetLife June 2013 - January 2014
MetLife September 2011 - June 2013
ALICO July 2009 - August 2011
Allstate Financial January 2008 - June 2009
Lafayette Life Insurance Company February 2006 - January 2008
Skills
Financial Reporting, Actuarial Science, Finance, Valuation, Financial Risk, US GAAP
Education
Purdue University 2002 — 2005
3.7
MetLife January 2015 - Present
Deloitte January 2014 - January 2015
MetLife June 2013 - January 2014
MetLife September 2011 - June 2013
ALICO July 2009 - August 2011
Allstate Financial January 2008 - June 2009
Lafayette Life Insurance Company February 2006 - January 2008
Skills
Financial Reporting, Actuarial Science, Finance, Valuation, Financial Risk, US GAAP
Education
Purdue University 2002 — 2005
3.7
James D. Brix James D. Brix's Lafayette Life Insurance Company Experience 2008 - Present
Job Certified Bank On Yourself Advisor
Industry Investment Management
Experience
Lafayette Life Insurance Company 2008 - Present
Allianz Life October 1987 - Present
Lincoln Financial Group 2005 - Present
Genworth Financial 2009 - Present
Penn Plaza Brokerage, Ltd. 2008 - 2011
Midland National Life 1979 - 2009
1st Mariner Bank 2006 - 2008
Penn Plaza Brokerage, Inc. 1996 - 2008
Creative Choices, Inc. September 1981 - May 2005
General Fludics, Paterson, NJ April 1969 - July 1975
Skills
Electronics, Program Management, Integration, Engineering, Windows, Sales&Marketing, Problem Solving, New Business Development, Team Leadership, Project Management, Tenacious, Weddings, Testing, Event Management, Woodworking, Sales Management, Hardware, Superior Work Ethic, Start-ups, Coaching, Leadership, Team Building, Life Insurance, Training, Insurance, Strategic Planning, Management, Fixed Annuities, Retirement Planning, Employee Benefits, Business Development, Estate Planning, Wealth, Risk Management, Mutual Funds, Retirement, Sales, Strategic Financial..., Investments, Process Improvement, Public Speaking, Long-term Care, Social Networking, Time Management, IRAs, Financial Services, 401k, Business Strategy, Business Planning, Leadership Development
Education
South Dakota State University 1962 — 1967
BSEE, Electrical Engineering, BSEE
Rutgers, The State University of New Jersey-Newark 1973 — 1975
35 hours toward MBA, Business and Finance
University of Minnesota-Twin Cities 1965 — 1966
None, Business
Washington Senior High School - Sioux Falls, SD 1959 — 1962
FREEDOM!, Science and Mathematics, Graduated 3.25 GPA
Lafayette Life Insurance Company 2008 - Present
Allianz Life October 1987 - Present
Lincoln Financial Group 2005 - Present
Genworth Financial 2009 - Present
Penn Plaza Brokerage, Ltd. 2008 - 2011
Midland National Life 1979 - 2009
1st Mariner Bank 2006 - 2008
Penn Plaza Brokerage, Inc. 1996 - 2008
Creative Choices, Inc. September 1981 - May 2005
General Fludics, Paterson, NJ April 1969 - July 1975
Skills
Electronics, Program Management, Integration, Engineering, Windows, Sales&Marketing, Problem Solving, New Business Development, Team Leadership, Project Management, Tenacious, Weddings, Testing, Event Management, Woodworking, Sales Management, Hardware, Superior Work Ethic, Start-ups, Coaching, Leadership, Team Building, Life Insurance, Training, Insurance, Strategic Planning, Management, Fixed Annuities, Retirement Planning, Employee Benefits, Business Development, Estate Planning, Wealth, Risk Management, Mutual Funds, Retirement, Sales, Strategic Financial..., Investments, Process Improvement, Public Speaking, Long-term Care, Social Networking, Time Management, IRAs, Financial Services, 401k, Business Strategy, Business Planning, Leadership Development
Education
South Dakota State University 1962 — 1967
BSEE, Electrical Engineering, BSEE
Rutgers, The State University of New Jersey-Newark 1973 — 1975
35 hours toward MBA, Business and Finance
University of Minnesota-Twin Cities 1965 — 1966
None, Business
Washington Senior High School - Sioux Falls, SD 1959 — 1962
FREEDOM!, Science and Mathematics, Graduated 3.25 GPA
Vince Serpe, PMP Vince Serpe, PMP's Lafayette Life Insurance Company Experience January 2000 - January 2007
Job Systems Manager
Industry Insurance
Experience
Insurance Company June 2011 - Present
Western & Southern Financial Group 2011 - 2015
Western & Southern Financial Group 2011 - 2015
Western & Southern Financial Group 2011 - 2015
Lafayette Life Insurance Company - a member of Western & Southern Financial Group January 2007 - June 2011
Lafayette Life Insurance Company January 2000 - January 2007
Lafayette Life Insurance Company July 1995 - January 2000
Skills
PMP, Project Management, SDLC, Process Improvement, Vendor Management, Business Analysis, Insurance, IT Strategy, Requirements Analysis, Visio, Risk Management, Business Intelligence, Software Project..., Software Documentation, Software Development, Management, Analysis, Training, Business Process, Program Management, Business Process..., Cross-functional Team..., IT Management
Education
Cleveland State University
State University of New York College at Oneonta
Bachelor
Insurance Company June 2011 - Present
Western & Southern Financial Group 2011 - 2015
Western & Southern Financial Group 2011 - 2015
Western & Southern Financial Group 2011 - 2015
Lafayette Life Insurance Company - a member of Western & Southern Financial Group January 2007 - June 2011
Lafayette Life Insurance Company January 2000 - January 2007
Lafayette Life Insurance Company July 1995 - January 2000
Skills
PMP, Project Management, SDLC, Process Improvement, Vendor Management, Business Analysis, Insurance, IT Strategy, Requirements Analysis, Visio, Risk Management, Business Intelligence, Software Project..., Software Documentation, Software Development, Management, Analysis, Training, Business Process, Program Management, Business Process..., Cross-functional Team..., IT Management
Education
Cleveland State University
State University of New York College at Oneonta
Bachelor
Rick Lorenz Rick Lorenz's Lafayette Life Insurance Company Experience May 2005 - December 2008
Job Senior Vice President Analytics/Administration at Duley Bolwar Pederson
Industry Insurance
Experience
Duley Bolwar Pederson 2010 - Present
Self Employed January 2009 - April 2010
Lafayette Life Insurance Company May 2005 - December 2008
Shenandoah Life Insurance Company October 1998 - May 2005
American United Life February 1987 - October 1998
Skills
Underwriting, Management, Insurance, Employee Benefits, Disability Insurance, Life Insurance, Reinsurance, Brokers, Term Life Insurance, Health Insurance, Property & Casualty..., Commercial Insurance, Claim, Fixed Annuities, Workers Compensation, Liability, General Insurance, Long-term Care, Professional Liability
Education
Drake University 1970 — 1974
Liberal Arts/Economics
Drake University 1970 — 1974
Bachelor's degree, Liberal Arts and Sciences
Duley Bolwar Pederson 2010 - Present
Self Employed January 2009 - April 2010
Lafayette Life Insurance Company May 2005 - December 2008
Shenandoah Life Insurance Company October 1998 - May 2005
American United Life February 1987 - October 1998
Skills
Underwriting, Management, Insurance, Employee Benefits, Disability Insurance, Life Insurance, Reinsurance, Brokers, Term Life Insurance, Health Insurance, Property & Casualty..., Commercial Insurance, Claim, Fixed Annuities, Workers Compensation, Liability, General Insurance, Long-term Care, Professional Liability
Education
Drake University 1970 — 1974
Liberal Arts/Economics
Drake University 1970 — 1974
Bachelor's degree, Liberal Arts and Sciences
Jennifer Highland's Lafayette Life Insurance Company Experience December 2006 - January 2012
Job Administrative Assistant at Purdue University Krannert Professional Development Center
Industry Public Relations and Communications
Experience
Purdue University - Krannert Professional Development Center October 2014 - Present
Purdue University June 2011 - October 2014
Lafayette Life Insurance Company December 2006 - January 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft Outlook, Event Planning, Event Management, Coordinating Special..., Calendaring, Student Engagement, Student Organizations, Scholarships, Outlook, Office Administration, Time Management, Social Media, Student Development, PowerPoint, Student Affairs, Customer Service, Public Speaking, Higher Education, Teamwork
Education
Purdue ACE Program 2012 — 2014
Ivy Tech Community College 2000 — 2001
English and Psychology
Purdue University - Krannert Professional Development Center October 2014 - Present
Purdue University June 2011 - October 2014
Lafayette Life Insurance Company December 2006 - January 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft Outlook, Event Planning, Event Management, Coordinating Special..., Calendaring, Student Engagement, Student Organizations, Scholarships, Outlook, Office Administration, Time Management, Social Media, Student Development, PowerPoint, Student Affairs, Customer Service, Public Speaking, Higher Education, Teamwork
Education
Purdue ACE Program 2012 — 2014
Ivy Tech Community College 2000 — 2001
English and Psychology
Corey Martin, CLU Corey Martin, CLU's Lafayette Life Insurance Company Experience December 2013 - Present
Job Regional Sales Vice President at Lafayette Life Insurance Company
Industry Financial Services
Experience
Lafayette Life Insurance Company December 2013 - Present
Illinois Mutual April 1996 - December 2013
Skills
Term Life Insurance, Disability Insurance, Life Insurance, Sales Management, Sales, Marketing, Management, Financial Services, Annuity Sales, Training, Contract Negotiation, Seminars, Webinars, Staff Supervision, Public Speaking, Travel, Regional Development, Regional Planning, Problem Solving, Recruiting, Sales Motivation, 401k, Retirement Planning, Retirement, Fixed Annuities, Insurance
Education
The American College 2003 — 2004
CLU
Furman University 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Lafayette Life Insurance Company December 2013 - Present
Illinois Mutual April 1996 - December 2013
Skills
Term Life Insurance, Disability Insurance, Life Insurance, Sales Management, Sales, Marketing, Management, Financial Services, Annuity Sales, Training, Contract Negotiation, Seminars, Webinars, Staff Supervision, Public Speaking, Travel, Regional Development, Regional Planning, Problem Solving, Recruiting, Sales Motivation, 401k, Retirement Planning, Retirement, Fixed Annuities, Insurance
Education
The American College 2003 — 2004
CLU
Furman University 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Anne Parks Anne Parks's Lafayette Life Insurance Company Experience March 1999 - April 2004
Job Owner Anne Parks Art
Industry Fine Art
Experience
Anne Parks Art May 2015 - Present
Purdue University April 2004 - May 2015
Lafayette Life Insurance Company March 1999 - April 2004
Journal and Courier May 1994 - December 1999
Skills
Teaching a variety of..., Creating artwork for..., Teaching, Public Relations, Event Management, Fundraising, Marketing, Leadership, Public Speaking, Marketing Communications, Volunteer Management, Training, Management, Corporate Communications, Advertising, Recruiting, Budgets, Sponsorship, Sales
Education
DePauw University 1980 — 1984
Bachelor of Arts (B.A.), Art/Secondary Education, 3.20 on 4.0 scale
Purdue University 1989 — 1989
Classes to maintain teacher's certificate, Secondary Education and Teaching
Anne Parks Art May 2015 - Present
Purdue University April 2004 - May 2015
Lafayette Life Insurance Company March 1999 - April 2004
Journal and Courier May 1994 - December 1999
Skills
Teaching a variety of..., Creating artwork for..., Teaching, Public Relations, Event Management, Fundraising, Marketing, Leadership, Public Speaking, Marketing Communications, Volunteer Management, Training, Management, Corporate Communications, Advertising, Recruiting, Budgets, Sponsorship, Sales
Education
DePauw University 1980 — 1984
Bachelor of Arts (B.A.), Art/Secondary Education, 3.20 on 4.0 scale
Purdue University 1989 — 1989
Classes to maintain teacher's certificate, Secondary Education and Teaching
Matt Longley Matt Longley's Lafayette Life Insurance Company Experience November 2011 - October 2013
Job Retirement Plan Consultant at Schneider, Male & Strakowski Co., E.A.
Industry Financial Services
Experience
Schneider, Male & Strakowski Co., E.A. January 2015 - Present
Buck Consultants October 2013 - December 2014
Lafayette Life Insurance Company November 2011 - October 2013
Buck Consultants July 2006 - November 2011
Towers Watson June 2003 - April 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, ProVal, Datair PE/WIN, Datair Pension Reporter, Pensions, Defined Benefit, Retirement
Education
Bowling Green State University 1999 — 2003
Bachelor of Science (BS), Mathematics-Actuarial Science
Schneider, Male & Strakowski Co., E.A. January 2015 - Present
Buck Consultants October 2013 - December 2014
Lafayette Life Insurance Company November 2011 - October 2013
Buck Consultants July 2006 - November 2011
Towers Watson June 2003 - April 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, ProVal, Datair PE/WIN, Datair Pension Reporter, Pensions, Defined Benefit, Retirement
Education
Bowling Green State University 1999 — 2003
Bachelor of Science (BS), Mathematics-Actuarial Science
Mary Albert, CMP Mary Albert, CMP's Lafayette Life Insurance Company Experience June 2007 - June 2009
Job Travel Purchasing Manager at Aimia
Industry Leisure, Travel & Tourism
Experience
Aimia Inc August 2012 - Present
The Scarritt Group January 2011 - August 2012
Halloween USA August 2010 - November 2010
Lafayette Life Insurance Company June 2007 - June 2009
American Express September 2006 - June 2007
Maritz Travel June 1988 - April 2006
Skills
Contract Negotiation, Project Management, Budgets, Marketing Communications, Meeting Planning, Management, Negotiation, Incentives, Recruiting, Hospitality, Event Management, Travel Management, Trade Shows, Inventory Management, Event Planning, Customer Service, Marketing Strategy, Incentive Travel, Hotels, Corporate Events, RFQ, Brand Management, Access, Loyalty Programs, Strategic Thinking, Hospitality Industry, Purchasing, Operations Management, Procurement, Business Travel, Tourism, Account Management, Strategic Sourcing, Incentive Programs, Marketing, Leadership
Education
Washington University in St. Louis 1990 — 1995
MA, International Affairs
Culver Stockton College 1983 — 1987
BS, Business Administration
Aimia Inc August 2012 - Present
The Scarritt Group January 2011 - August 2012
Halloween USA August 2010 - November 2010
Lafayette Life Insurance Company June 2007 - June 2009
American Express September 2006 - June 2007
Maritz Travel June 1988 - April 2006
Skills
Contract Negotiation, Project Management, Budgets, Marketing Communications, Meeting Planning, Management, Negotiation, Incentives, Recruiting, Hospitality, Event Management, Travel Management, Trade Shows, Inventory Management, Event Planning, Customer Service, Marketing Strategy, Incentive Travel, Hotels, Corporate Events, RFQ, Brand Management, Access, Loyalty Programs, Strategic Thinking, Hospitality Industry, Purchasing, Operations Management, Procurement, Business Travel, Tourism, Account Management, Strategic Sourcing, Incentive Programs, Marketing, Leadership
Education
Washington University in St. Louis 1990 — 1995
MA, International Affairs
Culver Stockton College 1983 — 1987
BS, Business Administration
Emily Brassie's Lafayette Life Insurance Company Experience August 2010 - February 2013
Job Procedure Analyst
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. October 2013 - Present
Western & Southern Financial Group March 2013 - October 2013
Lafayette Life Insurance Company August 2010 - February 2013
Purdue Federal Credit Union June 2008 - August 2010
Skills
Customer Service, Training, Employee Training, Insurance, Microsoft Office, PowerPoint, Microsoft Excel, Development & delivery..., Leadership, Banking, Life Insurance, Credit, Cash Management, Sales, Data Entry, Financial Services, Visual Basic, Process Improvement, Lean Six Sigma
Education
Purdue University 2005 — 2009
Bachelor of Science in Consumer and Family Sciences, Major: Retail Management
Lafayette Jefferson HS 2001 — 2005
OneAmerica Financial Partners Inc. October 2013 - Present
Western & Southern Financial Group March 2013 - October 2013
Lafayette Life Insurance Company August 2010 - February 2013
Purdue Federal Credit Union June 2008 - August 2010
Skills
Customer Service, Training, Employee Training, Insurance, Microsoft Office, PowerPoint, Microsoft Excel, Development & delivery..., Leadership, Banking, Life Insurance, Credit, Cash Management, Sales, Data Entry, Financial Services, Visual Basic, Process Improvement, Lean Six Sigma
Education
Purdue University 2005 — 2009
Bachelor of Science in Consumer and Family Sciences, Major: Retail Management
Lafayette Jefferson HS 2001 — 2005
Shannon Owens Shannon Owens's Lafayette Life Insurance Company Experience 2006 - 2011
Job Advisor at John Lennon Financial
Industry Insurance
Experience
John Lennon Financial December 2014 - Present
Lafayette Life 2011 - December 2014
Lafayette Life Insurance Company 2006 - 2011
Lafayette Life Insurance Company 1995 - 2006
Skills
Sales Management, Insurance, Account Management, Sales, New Business Development, Business Development, Sales Operations, Key Account Management, General Insurance, Sales Process, Negotiation, Management, Customer Service, Marketing Strategy
Education
Harrison College-Lafayette 2006 — 2010
Bachelor of Science (BS), Business Management
John Lennon Financial December 2014 - Present
Lafayette Life 2011 - December 2014
Lafayette Life Insurance Company 2006 - 2011
Lafayette Life Insurance Company 1995 - 2006
Skills
Sales Management, Insurance, Account Management, Sales, New Business Development, Business Development, Sales Operations, Key Account Management, General Insurance, Sales Process, Negotiation, Management, Customer Service, Marketing Strategy
Education
Harrison College-Lafayette 2006 — 2010
Bachelor of Science (BS), Business Management
Jeri Lynn Strasburger Jeri Lynn Strasburger's Lafayette Life Insurance Company Experience February 2000 - July 2011
Job Certified Medical Assistant II at Indiana University Health
Industry Insurance
Experience
Indiana University Health September 2013 - Present
Ivy Tech Community College August 2011 - Present
Lafayette Life Insurance Company February 2000 - July 2011
Skills
Health Education, Customer Service, Health Insurance, Microsoft Word, Insurance, Microsoft Excel, Leadership
Education
Ivy Tech Community College 2011 — 2013
Technical Certificate in Medical Assisting, Medical Assistant
Indiana Wesleyan University 2008 — 2013
Bachelor of Science, Business Management, GPA 3.7
Indiana University Health September 2013 - Present
Ivy Tech Community College August 2011 - Present
Lafayette Life Insurance Company February 2000 - July 2011
Skills
Health Education, Customer Service, Health Insurance, Microsoft Word, Insurance, Microsoft Excel, Leadership
Education
Ivy Tech Community College 2011 — 2013
Technical Certificate in Medical Assisting, Medical Assistant
Indiana Wesleyan University 2008 — 2013
Bachelor of Science, Business Management, GPA 3.7
Mark Scalera, AIF®, C(k)P®, CRPS®, PPC® Mark Scalera, AIF®, C(k)P®, CRPS®, PPC®'s Lafayette Life Insurance Company Experience June 1987 - May 1989
Job Managing Partner at Morristown Wealth Management, LLP
Industry Financial Services
Experience
Morristown Wealth Management, LLP September 2009 - Present
Providence Financial Group November 1999 - September 2009
Lynnwood Financial Group June 1989 - November 1999
Lafayette Life Insurance Company June 1987 - May 1989
Prudential Financial February 1982 - May 1987
Skills
Retirement Planning, Retirement, Strategic Financial..., Employee Benefits, 401k, Insurance, ERISA, Investment Advisory, Qualified Retirement..., Fiduciary, Executive Compensation..., Social Security, Medicare/Medicaid..., Retirement Plan..., HR compliance support, Employee Benefit Portals, Non-Qualified Deferred..., Group Medical, Affordable Care Act, Audits of Employee...
Education
Columbia High School
Columbia High School
Kean University
Biology, General
Morristown Wealth Management, LLP September 2009 - Present
Providence Financial Group November 1999 - September 2009
Lynnwood Financial Group June 1989 - November 1999
Lafayette Life Insurance Company June 1987 - May 1989
Prudential Financial February 1982 - May 1987
Skills
Retirement Planning, Retirement, Strategic Financial..., Employee Benefits, 401k, Insurance, ERISA, Investment Advisory, Qualified Retirement..., Fiduciary, Executive Compensation..., Social Security, Medicare/Medicaid..., Retirement Plan..., HR compliance support, Employee Benefit Portals, Non-Qualified Deferred..., Group Medical, Affordable Care Act, Audits of Employee...
Education
Columbia High School
Columbia High School
Kean University
Biology, General
Clark Area Clark Area's Lafayette Life Insurance Company Experience March 2012 - Present
Job Senior Pension Administrator at Lafayette Life Insurance
Industry Management Consulting
Experience
Lafayette Life Insurance Company March 2012 - Present
The Standard June 2009 - March 2012
ADP June 2008 - May 2009
Fidelity Investments May 2004 - June 2008
Fidelity Investments February 1997 - May 2004
The Church of Jesus Christ of Latter-day Saints September 1987 - August 1989
Education
University of Phoenix 2006 — 2007
Master, Management
Wright State University 1992 — 1996
Bachelor, Marketing
Lafayette Life Insurance Company March 2012 - Present
The Standard June 2009 - March 2012
ADP June 2008 - May 2009
Fidelity Investments May 2004 - June 2008
Fidelity Investments February 1997 - May 2004
The Church of Jesus Christ of Latter-day Saints September 1987 - August 1989
Education
University of Phoenix 2006 — 2007
Master, Management
Wright State University 1992 — 1996
Bachelor, Marketing
Jeff Streszoff, FLMI, FALU Jeff Streszoff, FLMI, FALU's Lafayette Life Insurance Company Experience November 2013 - April 2015
Job Chief Underwriter & Vice President Life Operations at The Gottlieb Organization
Industry Financial Services
Experience
The Gottlieb Organization April 2015 - Present
Lafayette Life Insurance Company November 2013 - April 2015
Midwestern Underwriting Conference June 2011 - April 2015
Ameritas February 2008 - October 2013
U.S. Financial September 1996 - December 2007
New York Life July 1991 - August 1996
Skills
Underwriting, Life Insurance, Financial Risk, Team Management, Insurance, Risk Management, Customer Service, Operations Management, Term Life Insurance, Leadership, Account Management, Analysis, Brokers, Business Analysis, Claim, Disability Insurance
Education
Wilmington College 2010 — 2014
Business Administration and Management, General
Cleveland State University 1990 — 1993
Business
Kent State University 1989 — 1990
Business
The Gottlieb Organization April 2015 - Present
Lafayette Life Insurance Company November 2013 - April 2015
Midwestern Underwriting Conference June 2011 - April 2015
Ameritas February 2008 - October 2013
U.S. Financial September 1996 - December 2007
New York Life July 1991 - August 1996
Skills
Underwriting, Life Insurance, Financial Risk, Team Management, Insurance, Risk Management, Customer Service, Operations Management, Term Life Insurance, Leadership, Account Management, Analysis, Brokers, Business Analysis, Claim, Disability Insurance
Education
Wilmington College 2010 — 2014
Business Administration and Management, General
Cleveland State University 1990 — 1993
Business
Kent State University 1989 — 1990
Business
Jack Hurless's Lafayette Life Insurance Company Experience February 1990 - February 2011
Job Senior Programmer Analyst
Industry Insurance
Experience
Financial Services February 2011 - Present
Lafayette Life Insurance Company February 1990 - February 2011
Federal Home Life 1985 - 1987
Skills
Insurance, SQL, VB.NET, Process Improvement, Microsoft Excel, Financial Modeling, Microsoft Office, COBOL, Team Building
Education
Western Michigan University 1979 — 1982
BS, Computer Sciences
Northwestern Michigan College 1977 — 1979
no degree, Mathematics and Computer Science, no grade; transferred;
Financial Services February 2011 - Present
Lafayette Life Insurance Company February 1990 - February 2011
Federal Home Life 1985 - 1987
Skills
Insurance, SQL, VB.NET, Process Improvement, Microsoft Excel, Financial Modeling, Microsoft Office, COBOL, Team Building
Education
Western Michigan University 1979 — 1982
BS, Computer Sciences
Northwestern Michigan College 1977 — 1979
no degree, Mathematics and Computer Science, no grade; transferred;
Shawndel Spader's Lafayette Life Insurance Company Experience June 2001 - May 2002
Job Owner & Virtual Associate
Industry Management Consulting
Experience
Spader Group September 2014 - Present
Teeter Tots Daycare February 2011 - December 2013
Scanlan International, Inc. September 2008 - January 2011
Paperless Staffing January 2007 - August 2008
TempWorks Staffing Software August 2006 - August 2008
AMEK Electric, Inc. August 2005 - May 2008
Owens Corning - HOMExperts May 2002 - August 2005
Lafayette Life Insurance Company June 2001 - May 2002
Classics Plus, Inc. September 2000 - June 2001
Skills
Microsoft Excel, Accounts Payable, Accounts Receivable, Microsoft Office, Process Improvement, Customer Service, Project Management, Cross-functional Team..., Budgets, Microsoft Word, Outlook, Accounting, Account Reconciliation, General Ledger, Financial Reporting, QuickBooks, Auditing
Education
Rasmussen College-Minnesota
Associate's degree, Business Management & Accounting
Spader Group September 2014 - Present
Teeter Tots Daycare February 2011 - December 2013
Scanlan International, Inc. September 2008 - January 2011
Paperless Staffing January 2007 - August 2008
TempWorks Staffing Software August 2006 - August 2008
AMEK Electric, Inc. August 2005 - May 2008
Owens Corning - HOMExperts May 2002 - August 2005
Lafayette Life Insurance Company June 2001 - May 2002
Classics Plus, Inc. September 2000 - June 2001
Skills
Microsoft Excel, Accounts Payable, Accounts Receivable, Microsoft Office, Process Improvement, Customer Service, Project Management, Cross-functional Team..., Budgets, Microsoft Word, Outlook, Accounting, Account Reconciliation, General Ledger, Financial Reporting, QuickBooks, Auditing
Education
Rasmussen College-Minnesota
Associate's degree, Business Management & Accounting
Terry Birdwell's Lafayette Life Insurance Company Experience 2004 - 2007
Job Corporate communications and public relations professional
Industry Marketing and Advertising
Experience
Marketing & Communication Services 2011 - Present
ARAG North America 2007 - 2011
Lafayette Life Insurance Company 2004 - 2007
Self Employed (Communications) 2002 - 2004
Security Benefit Group 2000 - 2002
Genworth Financial 1992 - 1999
American General Life Companies 1980 - 1992
Skills
Corporate Communications, Public Relations, Media Relations, Marketing Communications, Editing, Internal Communications, Strategic Communications, Press Releases, Copywriting, Email Marketing, Newsletters, Social Media Marketing, Product Marketing, Branding & Identity, Executive-level..., Consulting, Speech Writing, Crisis Communications, Financial Communications, Project Management, Staff Supervision, Research, Website Content, Event Planning, Video Production, Microsoft Office, Leadership, Web Content
Education
Tennessee Technological University
BS, English, Journalism
Marketing & Communication Services 2011 - Present
ARAG North America 2007 - 2011
Lafayette Life Insurance Company 2004 - 2007
Self Employed (Communications) 2002 - 2004
Security Benefit Group 2000 - 2002
Genworth Financial 1992 - 1999
American General Life Companies 1980 - 1992
Skills
Corporate Communications, Public Relations, Media Relations, Marketing Communications, Editing, Internal Communications, Strategic Communications, Press Releases, Copywriting, Email Marketing, Newsletters, Social Media Marketing, Product Marketing, Branding & Identity, Executive-level..., Consulting, Speech Writing, Crisis Communications, Financial Communications, Project Management, Staff Supervision, Research, Website Content, Event Planning, Video Production, Microsoft Office, Leadership, Web Content
Education
Tennessee Technological University
BS, English, Journalism
Jerry Enoch's Lafayette Life Insurance Company Experience September 1997 - September 2008
Job Vice President and Chief Actuary at Alfa Life Insurance Corporation
Industry Insurance
Experience
Alfa Life Insurance Corporation September 2008 - Present
Lafayette Life Insurance Company September 1997 - September 2008
Aegon USA - NOL Division May 1980 - August 1997
Skills
Actuarial, Annuities, Insurance, Valuation, Pricing, Financial Reporting, ALM, Reserving, Actuarial Science, Fixed Annuities, Financial Modeling, Financial Risk, Economic Capital, Reinsurance, Life Insurance, Underwriting, Actuaries
Education
University of Arkansas at Little Rock 2000 — 2004
MBA, Finance
University of Iowa 1973 — 1975
MS, Actuarial Science
Vanderbilt University 1969 — 1973
BA, math
Alfa Life Insurance Corporation September 2008 - Present
Lafayette Life Insurance Company September 1997 - September 2008
Aegon USA - NOL Division May 1980 - August 1997
Skills
Actuarial, Annuities, Insurance, Valuation, Pricing, Financial Reporting, ALM, Reserving, Actuarial Science, Fixed Annuities, Financial Modeling, Financial Risk, Economic Capital, Reinsurance, Life Insurance, Underwriting, Actuaries
Education
University of Arkansas at Little Rock 2000 — 2004
MBA, Finance
University of Iowa 1973 — 1975
MS, Actuarial Science
Vanderbilt University 1969 — 1973
BA, math
Melody Love's Lafayette Life Insurance Company Experience April 1992 - August 2000
Job Pension Administrator at Pension Advisory Group, Ltd.
Industry Financial Services
Experience
Pension Advisory Group, Ltd. 2004 - Present
Midwest Benefit Consultants August 2000 - October 2004
Lafayette Life Insurance Company April 1992 - August 2000
Skills
Retirement Planning, ERISA, Pensions, Public Speaking, Retirement, 401k, Pension Administration, Defined Contribution, Retirement Plan..., Qualified Retirement..., Pension Funds, Profit Sharing, Benefits Administration, Employee Benefits
Education
Purdue University
Pension Advisory Group, Ltd. 2004 - Present
Midwest Benefit Consultants August 2000 - October 2004
Lafayette Life Insurance Company April 1992 - August 2000
Skills
Retirement Planning, ERISA, Pensions, Public Speaking, Retirement, 401k, Pension Administration, Defined Contribution, Retirement Plan..., Qualified Retirement..., Pension Funds, Profit Sharing, Benefits Administration, Employee Benefits
Education
Purdue University
Cathy Hillyer's Lafayette Life Insurance Company Experience March 1980 - March 2000
Job Administrative Assistant at The Lafayette Life Insurance Company
Industry Insurance
Experience
Macy's November 1995 - March 2008
The Lafayette Life Insurance Company March 1980 - March 2000
The Lafayette Life Insurance Comapny March 1980 - March 2000
Lafayette Life Insurance Company March 1980 - March 2000
Skills
Administrative..., File Management, Telephone Skills, Data Entry, Phone Etiquette, Microsoft Office, Strategic Planning, Backup switchboard..., Digital Dictation, Customer Service
Education
Indiana Business College 1990 — 1991
Associated Applied Science Degree in Business Management, Business Administration and Management, General, 3.0
Macy's November 1995 - March 2008
The Lafayette Life Insurance Company March 1980 - March 2000
The Lafayette Life Insurance Comapny March 1980 - March 2000
Lafayette Life Insurance Company March 1980 - March 2000
Skills
Administrative..., File Management, Telephone Skills, Data Entry, Phone Etiquette, Microsoft Office, Strategic Planning, Backup switchboard..., Digital Dictation, Customer Service
Education
Indiana Business College 1990 — 1991
Associated Applied Science Degree in Business Management, Business Administration and Management, General, 3.0
Robert Ley, FPC's Lafayette Life Insurance Company Experience November 2010 - April 2014
Job National Sales Director at Western Catholic Union
Industry Insurance
Experience
Western Catholic Union April 2014 - Present
Lafayette Life Insurance Company November 2010 - April 2014
American General May 2003 - October 2010
National Travelers Life 1998 - 2003
Mutual of Omaha 1989 - 1994
Skills
Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Universal Life, Brokers, Long-term Care, Health Insurance, Employee Benefits, Retirement, Retirement Planning, Estate Planning, Property & Casualty..., Financial Planners, Whole Life, Wealth Management, IRAs, 401k, Insurance Brokerage, Long Term Care Insurance, Critical Illness, Accident, Underwriting, Series 6, Strategic Financial..., Financial Advisory, Commercial Insurance, Health Savings Accounts, Series 63, Pensions, Group Insurance, Wealth, Mutual Funds, Life & Health Insurance..., Variable Annuities, Investments, Financial Services, Permanent Life Insurance, Roth IRA, Wealth Accumulation, Financial Planning
Education
Creighton University 1970 — 1974
BA, History, General Business
Western Catholic Union April 2014 - Present
Lafayette Life Insurance Company November 2010 - April 2014
American General May 2003 - October 2010
National Travelers Life 1998 - 2003
Mutual of Omaha 1989 - 1994
Skills
Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Universal Life, Brokers, Long-term Care, Health Insurance, Employee Benefits, Retirement, Retirement Planning, Estate Planning, Property & Casualty..., Financial Planners, Whole Life, Wealth Management, IRAs, 401k, Insurance Brokerage, Long Term Care Insurance, Critical Illness, Accident, Underwriting, Series 6, Strategic Financial..., Financial Advisory, Commercial Insurance, Health Savings Accounts, Series 63, Pensions, Group Insurance, Wealth, Mutual Funds, Life & Health Insurance..., Variable Annuities, Investments, Financial Services, Permanent Life Insurance, Roth IRA, Wealth Accumulation, Financial Planning
Education
Creighton University 1970 — 1974
BA, History, General Business
Wendy Weng's Lafayette Life Insurance Company Experience October 2005 - June 2011
Job IT Specialist at Subaru of Indiana Automotive
Industry Automotive
Experience
Subaru of Indiana Automotive March 2014 - Present
Subraru August 2011 - March 2014
Lafayette Life Insurance Company October 2005 - June 2011
Skills
XML, Tomcat, Hibernate, Java, JSP, MySQL, Databases
Education
University of Rhode Island 2002 — 2005
MS, Computer Science
Subaru of Indiana Automotive March 2014 - Present
Subraru August 2011 - March 2014
Lafayette Life Insurance Company October 2005 - June 2011
Skills
XML, Tomcat, Hibernate, Java, JSP, MySQL, Databases
Education
University of Rhode Island 2002 — 2005
MS, Computer Science
Stephanie Mobarry's Lafayette Life Insurance Company Experience May 2013 - December 2013
Job Account Manager II
Industry Insurance
Experience
The Standard January 2014 - Present
Lafayette Life Insurance Company May 2013 - December 2013
Lafayette Life Insurance Company May 2012 - December 2013
Ameritas Life Insurance Company January 2003 - March 2012
Skills
Defined Benefit
Education
University of Cincinnati 1996 — 2000
BAS, Communications
The Standard January 2014 - Present
Lafayette Life Insurance Company May 2013 - December 2013
Lafayette Life Insurance Company May 2012 - December 2013
Ameritas Life Insurance Company January 2003 - March 2012
Skills
Defined Benefit
Education
University of Cincinnati 1996 — 2000
BAS, Communications
Heather Puckett's Lafayette Life Insurance Company Experience June 2009 - July 2011
Job Office Assistant, Medical Billing
Industry Executive Office
Experience
Lafayette Life Insurance Company June 2009 - July 2011
Larry Birky & Associates January 1996 - June 2009
Unity Healthcare April 2009 - May 2009
Education
Harrison College
Associate of Applied Science, Medical Billing
Ivy Tech Community College
Lafayette Life Insurance Company June 2009 - July 2011
Larry Birky & Associates January 1996 - June 2009
Unity Healthcare April 2009 - May 2009
Education
Harrison College
Associate of Applied Science, Medical Billing
Ivy Tech Community College
Tristan Breslin's Lafayette Life Insurance Company Experience July 2007 - August 2011
Job Actuarial Assistant
Industry Financial Services
Experience
GuideStone Financial Resources October 2015 - Present
GuideStone Financial Resources February 2014 - Present
GuideStone Financial Resources October 2011 - February 2014
Lafayette Life Insurance Company July 2007 - August 2011
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
MA, Economics
Emory University 1998 — 2002
BS, Mathematics
GuideStone Financial Resources October 2015 - Present
GuideStone Financial Resources February 2014 - Present
GuideStone Financial Resources October 2011 - February 2014
Lafayette Life Insurance Company July 2007 - August 2011
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
MA, Economics
Emory University 1998 — 2002
BS, Mathematics
Heather Stonebraker's Lafayette Life Insurance Company Experience September 2009 - July 2011
Job Insurance Account Representative at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance July 2011 - Present
Lafayette Life Insurance Company September 2009 - July 2011
Education
Indiana Wesleyan University 2006 — 2008
Bachelor's, Business Management
Indiana Wesleyan University 2004 — 2006
Associate's, Business
State Farm Insurance July 2011 - Present
Lafayette Life Insurance Company September 2009 - July 2011
Education
Indiana Wesleyan University 2006 — 2008
Bachelor's, Business Management
Indiana Wesleyan University 2004 — 2006
Associate's, Business
Elizabeth Reece's Lafayette Life Insurance Company Experience March 2005 - November 2008
Job Student at Indiana Wesleyan University
Industry Human Resources
Experience
Indiana University Health Arnett August 2012 - Present
The Lafayette Life Insurance Company November 2008 - August 2011
Lafayette Life Insurance Company March 2005 - November 2008
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Microsoft Excel, Customer Service, Teamwork, Teaching, English
Education
Indiana Wesleyan University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Indiana Wesleyan University 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Indiana University Health Arnett August 2012 - Present
The Lafayette Life Insurance Company November 2008 - August 2011
Lafayette Life Insurance Company March 2005 - November 2008
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Microsoft Excel, Customer Service, Teamwork, Teaching, English
Education
Indiana Wesleyan University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Indiana Wesleyan University 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Curt Steger's Lafayette Life Insurance Company Experience December 2005 - June 2011
Job Director of Financial Reporting at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2011 - Present
Lafayette Life Insurance Company December 2005 - June 2011
Conseco Companies August 1993 - December 2005
Education
Drake University 1990 — 1992
Bachelor's degree, Actuarial Science
Guggenheim Partners June 2011 - Present
Lafayette Life Insurance Company December 2005 - June 2011
Conseco Companies August 1993 - December 2005
Education
Drake University 1990 — 1992
Bachelor's degree, Actuarial Science
Deborah Vargo's Lafayette Life Insurance Company Experience January 1986 - September 2012
Job (Retired General Counsel & Executive) Pro Bono Attorney for Select Nonprofit Corps.Deborah J. Vargo, Attorney at Law
Industry Law Practice
Experience
Deborah J Vargo, Attorney at Law August 2014 - Present
Lambda Chi Alpha Fraternity, Inc. August 2013 - July 2014
Western & Southern Financial Group June 2011 - September 2012
Lafayette Life Insurance Company January 1986 - September 2012
Tzangas Plakas Mannos Ltd. December 1980 - November 1985
Skills
Insurance, Legal Writing, Corporate Law, Corporate Governance, Nonprofits, Event Planning, Public Speaking, Customer Service, Estate Planning, Microsoft Office, Legal Research, Human Resources, Civil Litigation, Leadership, Writing, Teaching, English Teaching
Education
University of Notre Dame--Satellite Theological Education Program 2015 — 2017
Certificate of Theology
University of Akron School of Law 1979 — 1983
Juris Doctor, Magna Cum Laude
The University of Akron 1974 — 1978
Bachelor of Arts (B.A.), Ed., Summa Cum Laude
Deborah J Vargo, Attorney at Law August 2014 - Present
Lambda Chi Alpha Fraternity, Inc. August 2013 - July 2014
Western & Southern Financial Group June 2011 - September 2012
Lafayette Life Insurance Company January 1986 - September 2012
Tzangas Plakas Mannos Ltd. December 1980 - November 1985
Skills
Insurance, Legal Writing, Corporate Law, Corporate Governance, Nonprofits, Event Planning, Public Speaking, Customer Service, Estate Planning, Microsoft Office, Legal Research, Human Resources, Civil Litigation, Leadership, Writing, Teaching, English Teaching
Education
University of Notre Dame--Satellite Theological Education Program 2015 — 2017
Certificate of Theology
University of Akron School of Law 1979 — 1983
Juris Doctor, Magna Cum Laude
The University of Akron 1974 — 1978
Bachelor of Arts (B.A.), Ed., Summa Cum Laude
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO