Life Investors Financial Group, Inc.
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Life Investors Financial Group, Inc. Employees
Transamerica August 2012 - Present
Transamerica Life Insurance Company October 2011 - August 2012
Transamerica Life & Protection December 2006 - November 2011
Life Investors Financial Group, Inc. 2004 - 2006
Life Investors Financial Group, Inc. 2001 - 2004
Life Investors Financial Group, Inc. 2000 - 2002
Western Reserve Life Insurance Company (a Transamerica Company) 1996 - 2000
Skills
Developing Client..., Project Execution, Operations Management, Communication, Strategic project..., Resource Allocation, Project Planning, Analysis, New Business Development, Customer Relations, Team Building, Project Management, Strategic Planning, Leadership, Strategy, Management, Process Improvement, Program Management, Business Development, Insurance, Life Insurance
Education
Delta State University
BA, Business Administration
Mount Mercy University
Marketing, Finance
Triumph Community Bank December 2013 - Present
Triumph Community Bank October 2012 - December 2013
U.S. Bank May 2011 - September 2012
Life Investors Financial Group, Inc. January 2011 - May 2011
First Bankers Trust Company May 2009 - December 2010
US Army May 2004 - August 2008
Skills
Commercial Lending, Credit Risk, Risk Management, Portfolio Management, Small Business Lending, Retail Banking, Mortgage Lending, Loan Origination, Investments, Financial Risk, Commercial Banking, Credit Analysis, Financial Analysis, Customer Service, Treasury Management, Lines Of Credit, Military Operations, Military, Military Experience
Education
Western Illinois University 2008 — 2010
Bachelor's degree, Finance, General
Southeastern Community College 2002 — 2004
Associate's degree, General Studies
pending Barker and Affiliates, Inc. September 2014 - Present
Alpha USA February 2006 - August 2014
ASK Mentoring Collaborative 2006 - 2011
Life Investors Financial Group, Inc. June 1995 - December 2005
Xerox June 1984 - January 1994
Skills
Strategic Planning, Prisons, Public Speaking, Leadership Development, Volunteer Management, Non-profits, Fundraising, Organizational..., Program Development, Community Outreach, Board Development, Nonprofits, Grant Writing, Training, Conflict Resolution, Coaching, Social Services, Team Building, Teaching, Workshop Facilitation, Leadership, Social Networking, Public Relations, Event Planning, Public Policy, Community Organizing, Non-profit..., Community Development, Program Management, Youth Development, Staff Development, Editing, Case Managment, Grants, Program Evaluation, Policy, Workforce Development, Volunteer Recruiting, Career Counseling, Volunteer Training, Restorative Justice, Crisis Intervention, Youth Mentoring, Gospel, Theology, Religion, Ministry Development, Preaching, Christian Leadership, Pastoral Care
Education
Ashford University
Master's Degree, Public Administration
University of Southern California
Certificated Program, Religious and Civic Engagement
Two Rivers YMCA February 2011 - Present
Kramer Consulting February 2011 - Present
Poterack Capital Advisory, Inc. March 2008 - February 2011
Waterstone Financial Group October 2006 - January 2008
Pacific Select Group January 2005 - December 2006
Royal Neighbors of America April 2002 - January 2005
Wells Fargo Investments January 2001 - April 2002
Fiserv Investor Services, Inc. January 1999 - January 2001
Life Investors Financial Group, Inc. 1997 - 1999
Skills
Business Development, Human Resources, Marketing, Recruiting, Budgets, Program Management, Insurance, Fixed Annuities, Mutual Funds, Employee Benefits, Investments, Sales, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
MBA
Coe College 1993 — 1996
BA
Augustana College 1992 — 1993
DeWitt Central High School 1990 — 1992
BCLUW High School 1988 — 1990
Burr Pilger Mayer June 2013 - Present
AAA Northern California, Nevada & Utah Insurance Exchange December 2010 - June 2013
The Clorox Company December 2009 - December 2010
Life Investors Financial Group, Inc. September 2008 - December 2008
Skills
Financial Reporting, Access, Word, Statistics, Reconciliations, Accruals, Reconciliation, Financial Analysis, Excel, Financial Modeling, Pivot Tables, GAAP, SAP, Essbase, Accounting, Audit, Valuation, Quickbooks, General Ledger, Variance Analysis, Spreadsheets, Account Reconciliation, Internal Controls, PeopleSoft, Balance, Insurance, Fixed Assets, Hyperion, Financial Management, Business Analysis, Forecasting, QuickBooks, Hyperion Enterprise, Auditing, Accounts Receivable, Accounts Payable, Finance, Corporate Finance, Analysis, Consolidation, Strategic Financial..., Management, Sarbanes-Oxley Act, Financial Statements, Financial Accounting, Tax, CPA, US GAAP, Budgets, Income Tax
Education
Golden Gate University 2015 — 2018
Master's degree, Taxation
California State University-East Bay 2006 — 2009
Master, Accounting, Finance, Management
Moscow Law Institute 1995 — 2001
Bachelor of Laws (LL.B.), Business
BCM Inc. December 2004 - Present
Charles E. Smith Life Communities/Jewish Foundation for Group Homes (Non Profit) March 2010 - November 2011
CGC Inc. December 2008 - September 2010
Christ Gospel Church January 2001 - September 2010
Life Investors Financial Group, Inc. February 2007 - February 2009
Danya International 2008 - 2008
Lockheed Martin Information Technology September 2005 - June 2006
ESI 2006 - 2006
Chevy Chase Bank August 2004 - July 2005
DeVry University July 2002 - October 2004
Skills
Project Management, Budgets, Leadership, Program Management, Non-profits, Nonprofits, Employee Relations, Banking, Insurance, Management, Team Leadership, Organizational..., Project Planning, Strategic Planning, Human Resources, Access, Outlook, Policy, PowerPoint, Fundraising, Business Planning, Process Scheduler, Team Building, Visio, Microsoft Office, Training, MS Project, Microsoft Excel, Public Speaking, International Business, Recruiting, Customer Service, Business Administration, Process Improvement, SharePoint, Lotus Notes, Preaching, Teaching, Tutoring, Pastoral Counseling, Individual Counselling
Education
Cambridge Nursing Academy 2009 — 2009
CNA/GNA/CMT, Geriatric Nursing/Certified Nursing/Certified Medication Technician
Keller Graduate School of Management 2005 — 2007
Masters, Business Adminstration & Management
Keller Graduate School of Management 2005 — 2007
Masters, Project Management/Minor HR
Keller Graduate School of Management of DeVry University, DC Merto Area 2005 — 2007
Masters, Business Administration & Management
DeVry University, Arlington/Crystal City, VA 2002 — 2004
Bachelors, Business Administration /Project Management
Cape Coast High Schools- WGHS, Adisadel, Mfantsipim, Mfantsiman, Holychild, St. Augustines 1978 — 1985
General Education- O/A Level, General Education
Wesley Girls High School 1979 — 1983
"A" Level (83-85) 2yrs & "O" Level (79-83) 5yrs, WAEC General Education Advanced Level Certificate/Diploma, Advanced Level
Morning Star School
Sears Hometown and Outlet Stores, Inc. January 2013 - Present
Vorhees Enterprises 1996 - Present
Culligan International April 2011 - July 2012
Life Investors Financial Group, Inc. April 2008 - April 2011
Sauk Valley Newspapers 2003 - 2008
Carpetland USA 1997 - 2000
Radio Shack 1987 - 1997
Skills
Acting, Comedy, Commercials, Creative Writing, Entertainment, Film, Improvisation, Music, Public Speaking, Radio, Screenwriting, Singing, Social Networking, Stage, Television, Theatre, Video, Video Production, Voice Acting, Voice Over, Festivals, Film Production, Performing Arts, Social Media
Education
Indian Hills Community College 1994 — 1994
Computer Programing
Transamerica Agency Network, Inc. January 2012 - Present
Transamerica Life and Protection January 2011 - January 2012
AEGON 2008 - 2011
Life Investors Financial Group, Inc. 2005 - 2008
Life Investors Insurance Company 2002 - 2005
Skills
Insurance, Fixed Annuities, Training
Education
The University of South Dakota 1986 — 1988
M. A., Education
Iowa State University 1974 — 1978
B.S., Education
Life Investors Financial Group, Inc. December 2011 - Present
Aflac October 2011 - Present
Fisher Driving School May 2011 - Present
H&R Block January 2011 - Present
Cedar Ridge Elementary School February 2011 - June 2011
DePue Unit Schools August 2008 - June 2009
Skills
Financial Planning, Insurance, Customer Relations, Microsoft Office, Small Business, Supplemental Insurance
Education
Northern Illinois University 2001 — 2006
Bachelor, Physical Education
Black Hawk College 1998 — 2001
Assoiciate, Arts
Lulu.com October 2010 - Present
Ballard Community School District October 2012 - January 2014
Self-Employed September 2011 - March 2013
CoreLogic Credco July 2009 - September 2011
American Income Life Insurance Company February 2008 - March 2009
College Community Schools August 2004 - October 2008
Grant Wood Area Education Agency August 2004 - October 2008
Life Investors Financial Group, Inc. January 2007 - February 2008
Johnson County Democrats 2005 - 2007
IC Traditions Custom Picture Framer September 2005 - May 2006
Skills
Teaching, Health, Annuities, Insurance, Microsoft Office, Public Speaking, Research, Fixed Annuities, Curriculum Design, Editing, Training, Coaching, Psychology, Staff Development, Volunteer Management, Social Networking, Analysis, Nonprofits, Policy, Event Planning, Creative Writing, Fundraising, Community Outreach, Microsoft Word, Copy Editing, Grant Writing, Public Relations, System Administration, Classroom, Program Management, Social Media, Science, Strategic Planning, Program Development, Leadership Development, Customer Service, Curriculum Development, Tutoring, Leadership, Higher Education, Instructional Design, Organizational..., PowerPoint, Conflict Resolution, Team Building, Data Analysis, Proofreading, Blogging, Adult Education, Administration
Education
University of Northern Iowa 2000 — 2005
Certificate, Psychology Teaching (Renewal)
Century University 1997 — 2005
None, Philosophy
Lehman College, City University of New York, Institute of Literacy Studies 1998 — 1999
Certificate, Biology Teacher, NYC
USAR 1982 — 1999
Award, Medical Logistics
Global School of Investigation 1994 — 1994
Diploma, Private Investigator
Academy of Health Sciences, USA 1993 — 1994
Diploma, Medical Supply, US Army
University of Iowa 1990 — 1993
Certificate, Psychology Teaching
University of Kansas 1988 — 1989
Certificate, Biology Teacher, Missouri
Beekman Downtown Hospital, NYC 1986 — 1987
Secretary, Pathology Lab
NYPD Auxiliary Police Academy 1986 — 1986
Diploma, Auxiliary Police Officer
Life Investors Financial Group, Inc. October 2007 - Present
Life Investors Financial Group, Inc. May 2007 - Present
Life Investors Financial Group, Inc. February 2007 - Present
Education
Missouri Western State University 2005 — 2008
BA, Business
Black Hawk College 2002 — 2004
business, business law
Kelly Funk Agency June 2006 - Present
Life Investors Financial Group, Inc. January 2002 - June 2006
State of Kansas, Dept. of Corrections August 1990 - August 2000
City of Leoti April 1986 - April 1997
United States Army Reserves March 1989 - March 1996
State of Kansas January 1986 - August 1988
Skills
Retirement Planning, Fixed Annuities, Insurance, Term Life Insurance, Life Insurance, Retirement, Long-term Care, Financial Advisory, Mutual Funds, Public Speaking, Disability Insurance, Whole Life, Pensions, Estate Planning, Investments, Strategic Financial..., 401k, Financial Planners, Financial Planning
Education
Fort Hays State University 1983 — 1988
Bachelor of Arts (BA), Political Science
Garden City Community College 1982 — 1983
Love A Child(LAC) foundation. March 2012 - Present
Life Investors Financial Group, Inc. July 2005 - September 2010
Education
The University of Sydney Business School 2000 — 2006
Master of Business Administration (M.B.A.), Business and Personal/Financial Services Marketing Operations
Creative One June 2004 - Present
Life Investors Financial Group, Inc. January 1980 - June 2004
Skills
Retirement Planning, Fixed Annuities, Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Life Insurance, Strategic Planning, Estate Planning, Marketing, Mutual Funds, Whole Life, Sales, Long-term Care, IRAs, Universal Life, Retirement, Small Business, 401k, Underwriting, Property & Casualty...
Education
Junior College 1971 — 1972
Criminal Justice
Mid-Plains Community College
Criminal Justice/Police Science
United Health Actuarial Services October 2011 - Present
HealthMarkets September 1998 - March 2010
Trustmark Insurance Company April 1987 - September 1998
Allstate Life Insurance Company November 1987 - April 1989
Life Investors Financial Group, Inc. June 1983 - November 1987
Bankers Life and Casualty May 1979 - June 1983
Skills
Actuarial Science, Health Insurance, Insurance, Underwriting, Employee Benefits, Long-term Care, Risk Management, Leadership, Managed Care, Strategic Planning, Analysis, Financial Risk, Budgets, Training, Valuation
Education
University of Illinois at Urbana-Champaign 1978 — 1979
Bachelor of Science, Actuarial Science
Kirkwood Community College March 2015 - Present
United Way of East Central Iowa March 2012 - March 2015
Farmers State Bank September 2010 - March 2012
Life Investors Financial Group, Inc. April 2007 - September 2010
Skills
Advertising, Marketing Strategy, Digital Marketing, Marketing, Social Media, Event Planning, Marketing Event Planning, Marketing Plan Creation, Fundraising, Social Media Marketing, Event Management, Marketing Management, Public Speaking, Management, Budgets, Email Marketing
Education
St. Ambrose University 2015 — 2017
Masters of Organizational Leadership (MOL)
Illinois State University 2002 — 2006
Bachelor of Science (BS), Elementary Education and Teaching
Capital Group July 2014 - Present
The Capital Group May 2008 - July 2014
Hope 4 Kids International April 2006 - May 2008
Life Investors Financial Group, Inc. August 1986 - May 1991
Skills
Mutual Funds, Microsoft Excel, Finance, Retirement Planning, Risk Management, Public Speaking, Quality Control, Employee Training, Team Management, Strategy Implementation, 401k, Access, Budgets, Coaching, Customer Service, Financial Services, Leadership, Management, Team Building, Training, Process Improvement, Microsoft Office, Investments, Performance Management, Strategic Planning
Education
Tarleton State University
LifeWatch January 2014 - Present
Daiichi Sankyo Inc August 2007 - February 2014
Pfizer May 2003 - August 2007
Life Investors Financial Group, Inc. May 2002 - June 2003
Skills
Sales&Marketing, Business to Business..., Territory Mgmt, Sales Management, Account Management, Oncology, Endocrinology, Sales Process, Cross-functional Team..., Hypertension, Product Launch, Management, B2B, Salesforce.com, Sales Effectiveness, Recruiting, Business Development, Medical Devices, Building Relationships, Market Development, Sales Rep Training, Business Acumen, Investments, Direct Sales, CRM, Lead Generation, Sales Presentations, Team Leadership, Key Account Management, Healthcare, Capital Equipment, Training, Leadership, Inventory Management, Contract Negotiation, Insurance, Marketing Strategy, Market Analysis, Strategic Planning, Fixed Annuities, Advertising, Life Insurance, Coaching, Financial Advisory, Term Life Insurance, Small Business, Event Management, Project Management, Customer Satisfaction, Data Analysis
Education
Metropolitan Community College 2011 — 2013
Certified financial planning, Financial Planning and Services
Hastings College 1998 — 2002
Bachelor of Arts (B.A.), Education
Midland National Life November 2005 - Present
Ode Marketing Group, LLC May 1992 - Present
Financial Decisions Group February 2003 - October 2005
Life Investors Financial Group, Inc. December 2000 - January 2003
Life Investors Financial Group, Inc. May 1992 - November 2000
Skills
Indexed Universal Life..., Retirement Planning, Practice Management, Sales, Life Insurance, Term Life Insurance, Strategic Financial..., Investments, Financial Advisory, Series 7, Series 63, Wealth Management, Universal Life, IRAs, Fixed Annuities, Series 6, Small Business, Long-term Care, Retirement
Education
Luther College 1989 — 1993
BA, Business Manangement, Economics
Dowling High School 1985 — 1989
Enterprise Rent-A-Car August 2014 - Present
Geneseo High School November 2010 - August 2014
Coca-Cola Refreshments September 2011 - July 2014
Wells Fargo April 2011 - September 2011
Life Investors Financial Group, Inc. June 2010 - September 2011
Skills
Customer Service, Life Insurance, Sales, Retirement Planning, Public Speaking, Microsoft Office, Negotiation, Long-term Care, Health Insurance, Risk Management, Strategic Planning, Finance, Leadership, Marketing, Account Management, Sales Process, Building Relationships, Team-oriented, New Business Development, Term Life Insurance, PowerPoint, Disability Insurance, Market Research, Social Networking, Fixed Annuities, Advertising, Fundraising, Financial Analysis, Training, Social Media Marketing, Management, Marketing Communications, Employee Benefits, Outlook, Cold Calling, Direct Sales, Social Media, Marketing Strategy, People Skills, Budgets, Recruiting, Research, Team Building, Public Relations, Team Leadership, Microsoft Word, Event Planning, Event Management, Small Business, Strategic Financial...
Education
St. Ambrose University 2006 — 2010
Bachelor of Arts, Marketing and Management
Dupaco Community Credit Union May 2012 - Present
The University of Iowa August 2008 - May 2012
Minority Business Development Agency - U.S. Department of Commerce June 2011 - August 2011
Life Investors Financial Group, Inc. 2010 - 2010
Skills
Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Microsoft Office, Social Media, Leadership, Time Management, Non-profits, Team Leadership, Public Relations, Teaching, Photoshop, Business Development, Life Insurance
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Xavier High School 2004 — 2008
High School Diploma
Telligen October 2014 - Present
University of Northern Iowa 2013 - Present
Mercer 2009 - September 2014
National Association of Health Underwriters 2000 - 2010
Krist Insurance Services June 2003 - August 2009
Davis, Jones, Lamb 1996 - 1999
Life Investors Financial Group, Inc. 1990 - 1995
Skills
Insurance, Employee Benefits, New Business Development, Property & Casualty..., Disability Insurance, Underwriting, Strategic Planning, Commercial Insurance, Health Savings Accounts, Workers Compensation, Professional Liability, Liability, Health Insurance, Employment Practices..., Casualty
Education
University of Northern Iowa 1988 — 1990
40 Under 40
Jefferson High School
Allstate Insurance March 2009 - Present
Allstate Insurance December 2003 - February 2009
Allstate Insurance January 1999 - December 2003
State Compensation Fund February 1996 - December 1999
Life Investors Financial Group, Inc. October 1993 - May 1995
Skills
Requirements Gathering, SDLC, Business Analysis, ITIL, Contract Negotiation, Windows Server, Visio, Requirements Analysis, SharePoint, Vendor Management, Microsoft Office, Six Sigma, Leadership, Cross-functional Team..., Management, Access, Business Process..., Process Improvement
Education
University of Phoenix 1996 — 1998
Bachelor's Degree, Business Administration and Management, General
Arizona State University 1990 — 1994
Criminal Justice
CUNA Mutual Group March 2014 - Present
CUNA Mutual Group May 2011 - March 2014
CUNA Mutual Group April 2010 - August 2011
CUNA Mutual Group January 2007 - September 2010
CUNA Mutual Group June 2000 - January 2007
CUNA Mutual Group March 1999 - June 2000
CUNA Mutual Group May 1996 - March 1999
CUNA Mutual Group May 1993 - May 1996
CUNA Mutual Group May 1981 - May 1993
Life Investors Financial Group, Inc. August 1978 - May 1981
Skills
Actuarial Science, Life Insurance, Insurance, Pricing, Leadership, Reinsurance, Fixed Annuities, Health Insurance, Disability Insurance, Underwriting, Long-term Care, General Insurance, Financial Risk, Term Life Insurance, Retirement
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
MBA, Business Management
University of Iowa 1976 — 1978
BA, Math/Actuarial Science
University of Northern Iowa 1975 — 1976
Mathematics
CarePro Health Services August 2011 - Present
Cedar Rapids Kernels 1997 - Present
Highway Equipment Company October 2008 - February 2010
The Home Depot November 2002 - April 2008
Great America Leasing March 1998 - September 2001
Parsons Technology September 1989 - November 1997
Life Investors Financial Group, Inc. 1978 - 1989
Skills
Employee Relations, Benefits Administration, Succession Planning, Employee Benefits, Performance Management, Recruiting, Hiring, HRIS, Personnel Management, PeopleSoft, Performance Appraisal, Employee Engagement, Leadership, Interviews, Deferred Compensation, Human Resources, Training, Policy, Organizational..., Time Management, Management
Education
Marquette University 1975 — 1979
MA, Sociology
Loras College 1971 — 1975
BA, Sociology
LaSalle H.S.
Conversant Inc. April 2012 - Present
InterCall January 2000 - April 2012
Telvent DTN December 1992 - January 2000
Unisys April 1989 - April 1991
Greyhound Lines, Inc. December 1987 - April 1989
Life Investors Financial Group, Inc. January 1986 - December 1987
Skills
SaaS, Agile Methodologies, Software Development, Enterprise Software, Product Management, Software Engineering, Product Development, Cloud Computing, Mobile Applications, Mobile Devices
Education
Luther College 1981 — 1985
BA, Computer Science, Mathematics
Bettendorf Financial Group March 2003 - Present
Transamerica Financial Advisors, Inc. January 2000 - February 2003
Life Investors Financial Group, Inc. October 1998 - May 2000
Skills
CERTIFIED FINANCIAL..., FINRA Series 7, 63 & 24, Life Insurance, Personal Financial..., Investments, Retirement Planning
Education
Ashford University 2009 — 2011
Bachelor's degree, Accounting and Finance
Golds Gym August 2012 - Present
Peoples National Bank of Kewanee August 2010 - August 2012
Life Investors Financial Group, Inc. May 2008 - May 2010
Education
Parkland College 2008 — 2010
Western Illinois University 2005 — 2006
Life Investors Financial Group, Inc. July 2002 - May 2003
Life Investors Financial Group, Inc. June 2002 - July 2002
Life Investors Financial Group, Inc. February 2002 - June 2002
Life Investors Financial Group, Inc. August 2000 - February 2002
National Health Insurance April 1996 - November 1997
Best Buy November 1995 - March 1996
National Health Insurance Company April 1995 - October 1995
American Income Life Insurance Company October 1994 - March 1995
Policy Management Systems March 1993 - October 1994
Education
Tarrant County College 2007 — 2008
Associate of Arts (AA)
Mclennan Community College 1990 — 1993
General Business Major