Life of Virginia
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Life of Virginia Employees
Holistic Private Wealth May 2010 - Present
Holistic Wealth Advisors May 2010 - Present
Cetera Investment Advisers September 2002 - Present
Cetera Financial Specialists January 2004 - Present
GE Financial December 1997 - January 2004
Life of Virginia March 1994 - December 1997
Skills
Investments, Estate Planning, Securities, Asset Allocation, Financial Planners, Wealth, Insurance, Financial Advisory, Employee Benefits, Retirement Planning, Tax, Wealth Accumulation, Series 7, Wealth Management, Mutual Funds, Succession Planning, Exit Strategies, Business Planning, Social Security Planning, Retirement Income..., Retirement, Financial Services, Finance, Investment Advisory, Financial Planning
Education
Towson University 1991 — 1994
BS, Marketing and Sports Management
Insurance May 2014 - Present
Northwestern Mutual April 2011 - May 2014
Eidson Insurance April 1989 - March 2012
Life of Virginia February 1988 - March 1989
Gold Kist Inc. / Sunnyland Foods 1980 - 1984
Skills
Employee Benefits, Insurance, Disability Insurance, Long-term Care, 401k, New Business Development, Business Development, Health Insurance, Marketing Strategy, Sales, Life Insurance, Term Life Insurance, Small Business, Group Medical, Training, Universal Life, Health Savings Accounts
Education
The American College
CLU, CHFC, RHU, Insurance
Genworth Financial August 1989 - Present
GE Financial Assurance September 1995 - September 2000
Life of Virginia October 1993 - September 1995
Life of Virginia August 1989 - October 1993
John Hancock December 1987 - August 1989
Skills
Linux, Visual Basic, Hardware, PC building, Open Source, VB.NET, Troubleshooting, Java, Programming, Windows, SQL, HTML, Access, Microsoft SQL Server, CSS, SDLC, Software Development, Database Design, Databases, XML, Unix, Requirements Analysis, Oracle, Agile Methodologies, Business Intelligence, Networking, SharePoint, Business Analysis, Software Project...
Education
Virginia Commonwealth University 1990 — 1990
Math
Brandeis University 1980 — 1982
Kol Yaakov Torah Center
Virginia Information Technologies Agency January 2004 - Present
Broughton Systems (Venturi Partners/Comsys) January 1988 - October 2004
Capital One March 1999 - August 2003
Markel Insurance November 1992 - March 1999
Life of Virginia July 1986 - January 1988
Skills
Requirements Analysis, Sharepoint, SharePoint Designer, Business Analysis, Requirements Gathering, Business Process..., Requirement..., Application Development, SDLC, Data Warehousing
Education
James Madison University - College of Business 1982 — 1986
Bachelor of Business Administration, Managaement Information Technology/Data Processing
James Madison University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General and Data Processing (double-major)
Jackson National Life September 2009 - Present
Advisors Asset Management February 2009 - November 2009
AXA March 2008 - December 2008
JANUS 2005 - 2008
Genworth Financial 2000 - 2005
GE 1996 - 2005
LIFE OF VIRGINIA 1996 - 2005
GENWORTH 1996 - 2005
FIRST CHICAGO 1994 - 1997
SHEARSON LEHMAN HUTTON 1990 - 1994
Skills
Series 3, Mutual Funds, Investments, Insurance, Series 7, CFS, 401k, FINRA, Finance, Fixed Annuities, Retirement Planning, Series 63
Education
The University of Georgia 1981 — 1984
POLITICAL SCIENCE
SAVANNAH COUNTRY DAY 1977 — 1980
Yes Barely, General Nonsense
Back Nine Financial, LLC. September 2013 - Present
UBS September 2011 - August 2013
WealthVest Marketing August 2010 - August 2011
Back Nine Financial, LLC May 2006 - August 2011
New York Life November 2004 - May 2006
Lincoln Financial Group February 2002 - January 2004
ING November 1999 - December 2001
Aetna Financial Services November 1998 - November 1999
Aetna Retirement Services July 1996 - November 1998
Life of Virginia January 1994 - January 1996
Skills
Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Sales, Management, Investments, Finance, Mutual Funds, Series 6
Education
University of Wisconsin-Whitewater 1972 — 1974
BBA, Marketing
Madison Area Technical College 1971 — 1972
Assoc Degree, Accounting
Life of Virginia 1985 - 1988
William M, Mercer August 1975 - August 1985
Western-Southern Life September 1971 - August 1975
Skills
Retirement Plan Design, Pension Plan Actuarial..., Retiree Medical..., Actuarial Analysis, Financial Modeling, Nonqualified Executive..., Financial Accounting, Strategic Planning, Marketing, Financial Analysis, Financial Reporting, Accounting, Auditing, Budgets, Microsoft Excel, Self insured LTD plans
Education
Virginia Commonwealth University 1995 — 1998
Master of Business Administration (MBA), Marketing, A
Georgia State University 1967 — 1969
BBA - Actuarial Science, Actuarial Science
McNeal Agency, Inc. August 1995 - Present
Life Of Virginia March 1983 - January 1993
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, Liability, Casualty, Professional Liability, Legal Liability, Commercial Lines, Workers Compensation, D&O, Customer Service, Microsoft Office, Automobile, Insurance
Education
Mercer University 1958 — 1964
Bachelor of Arts (B.A.), Mathematics
Check Point Software Technologies June 2014 - Present
Check Point Software August 2006 - June 2014
Kronos February 2005 - August 2006
Applied Software December 1998 - February 2005
Vericon Resources February 1996 - December 1998
Life of Virginia May 1995 - February 1996
Skills
Lead Generation, Market Planning, Negotiation, Channel Partners, Business Development, Salesforce.com, Omniture, Field Marketing, Strategic Planning, Demand Generation, Event Management, Project Management, International Marketing, Security, Network Security, IPS, Strategic Partnerships, Leadership, Marketing, SaaS
Education
Clemson University 1992 — 1995
BS
Michigan State University 1990 — 1992
Transferred
University of Richmond April 2005 - Present
Positive Vibe Cafe/Get Lost MD Foundation October 2009 - August 2010
ING Advisors Network 2000 - 2004
Genworth Financial/Life of Virginia 1993 - 1999
Life of Virginia 1993 - 1999
Skills
Fundraising, Grant Writing, Leadership, Philanthropy, Event Management, Volunteer Management, Public Speaking, Marketing, Training, Non-profits, Community Outreach, Higher Education, Program Management, Teaching, Strategy, Grants, Board Development, Workshop Facilitation, Analysis, Program Development, Event Planning, Community Development, Budgets, Newsletters, Management, Proposal Writing, Leadership Development, Nonprofits, Strategic Planning, Marketing Strategy, Social Sustainability
Education
University of Richmond
Masters in Nonprofit Studies, Sustainability
University of Richmond 2006 — 2007
Post Bac, Teacher Licensure
The American College 1995 — 1997
MSFS, Financial Services
Gettysburg College 1981 — 1985
BA, Business Administration
FirstCarolinaCare Insurance Company January 2015 - Present
FirstCarolinaCare Insurance Company August 2006 - January 2015
FirstCarolinaCare Insurance Company November 1999 - August 2006
Foundation Health of Florida January 1997 - June 1999
PCA Health Plans of Florida April 1993 - January 1997
Blue Cross and Blue Shield of Georgia August 1990 - April 1993
Blue Cross and Blue Shield Of Virginia February 1986 - August 1990
Life of Virginia May 1984 - February 1986
Skills
Vendor Management, Leadership, Operations Management, HIPAA, Managed Care, Management, Project Management
Education
University of North Carolina at Chapel Hill 1980 — 1984
BS, Industrial Relations
Commonwealth of Virginia Distribution Center July 2009 - Present
Various Organizations March 2009 - July 2009
Circuit City Stores, Inc. September 2001 - March 2009
Circuit City Stores, Inc. July 1987 - September 2001
Life of Virginia September 1982 - July 1987
Skills
SDLC, Business Analysis
Education
University of Richmond 1978 — 1982
BA, Mathematics; Computer Science
State Senate January 2015 - Present
Marty Knollenberg Insurance Agency Inc. March 1988 - Present
Detram March 2005 - January 2014
State of Michigan January 2007 - December 2012
Life of Virginia November 1986 - March 1988
Skills
Legislative Relations, State Government, Legislation, Public Policy, Political Campaigns, Government, Policy Analysis, Constituent Services, Appropriations, Economic Development, Grassroots Organizing, Policy, Grassroots, Fundraising, Public Relations, Public Affairs, Nonprofits, Political Consulting, Politics, Leadership, Public Speaking
Education
Albion College 1982 — 1986
Bachelor of Arts (B.A.), History
Roundstone December 2013 - June 2015
Century Healthcare, LLC 2008 - January 2013
Vested Health April 2005 - April 2007
Gardner & White 2003 - 2005
Cariten Healthcare September 1997 - April 2003
Fortis Benefits 1989 - 1996
Life of Georgia 1984 - 1989
Life of Virginia 1976 - 1983
Skills
Managed Care, Employee Benefits, Insurance, Health Insurance, Sales, Management, Term Life Insurance, Disability Insurance, Health Savings Accounts, Risk Management, Program Management, Retirement, Universal Life, Captives, Underwriting, Self-funded, Healthcare, Life Insurance, Long-term Care, Brokers, 401k, Benefits Administration, Legal Liability, Sales Operations, Dentistry, Medicare, Commercial Insurance, Property & Casualty..., Reinsurance, Fixed Annuities, New Business Development, Claim, Workers Compensation, Strategic Planning, HRA, Hospitals, Group Insurance, Recruiting, Account Management
Education
Shepherd University 1969 — 1973
BS Business Administration, Business
Genworth Financial September 2007 - Present
Genworth Financial 2007 - 2009
Genworth Financial October 2006 - September 2007
Genworth Financial October 2004 - October 2006
Genworth Financial February 2000 - October 2004
Genworth Financial 1998 - 2000
Life of Virginia 1987 - 1996
West Coast Life Insurance Company 1986 - 1987
Prudential Financial 1980 - 1986
Skills
Actuarial, ALM, Pricing, Actuarial Science, Hedging, Insurance, Long Term Care, Analysis, Long-term Care, Investments, Fixed Annuities, Financial Risk, Risk Management, Capital Markets, Derivatives, Finance, Equities, Fixed Income
Education
Dartmouth College 1978 — 1980
Masters Degree, Mathematics
University of California, Berkeley 1974 — 1978
Bachelor of Arts, Mathematics
Aragon High School 1970 — 1974
HS Diploma, College Prep
Oh National February 1998 - Present
Ohio National February 1998 - Present
Life of Virginia May 1988 - February 1998
Harris Bank August 1984 - May 1988
Skills
Series 63, Fixed Annuities, Mutual Funds, Series 6, 401k, Variable Annuities, Retirement Planning, Retirement, Wealth Management, Asset Allocation, FINRA, Investments, Alternative Investments
Education
University of Chicago 1985 — 1989
MBA, Finance, General
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Finance, General
Iott Insurance July 2006 - Present
Midwest Structured Cabling LLC March 2006 - Present
Netech Corporation October 2010 - March 2011
Echo24 October 2007 - October 2008
Koorsen Fire and Security September 2001 - July 2007
life of virginia 1997 - 1998
Big Bear Stores 1990 - 1998
Consolidated Stores 1986 - 1989
odd lots 1983 - 1989
Skills
Structured Cabling, Cisco IOS, A+ Certified, Broadband, Cabling, Security, LAN-WAN, Telecommunications, Access Control, Fiber Optics, CCTV, Wireless, Network Security, Network Design, Data Center, Troubleshooting, Software Installation, Vendor Management, VoIP, Integration, Wireless Networking, IP, Optical Fiber, Telephony, WAN
Education
The Ohio State University 1986 — 1996
Bachelor of Science (BS), Economics
Marsh February 1988 - Present
Life of Virginia November 1986 - January 1988
Skills
Insurance, Commercial Insurance, Property & Casualty..., Underwriting, Claim, Liability, General Insurance
Education
University of Phoenix 2005 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations
Rice & Everhart February 1997 - Present
Life of Virginia March 1986 - September 1988
Education
J Sargeant Reynolds Community College
Associate of Science (A.S.), Business Management
Lee Davis High School
Independent Insurance Agent May 2013 - Present
Professional Driver, working with several, well-known Transportation/Logistics’ Companies. July 2003 - September 2012
Jim Walter Homes August 1999 - July 2003
AvMed Health Plans October 1998 - May 1999
Community Health/United Healthcare of LA January 1991 - May 1997
IBS, Equicore/HCA owned, Third-Party Health Insurance Administrator. January 1988 - December 1990
Hill Richards, Eqicore/HCA owned Third-Party Administration, Health/Work Comp. January 1984 - December 1987
Life of Virginia January 1982 - December 1983
Adcock & Adcock Insurance Agency September 1980 - December 1982
Skills
Direct Sales, Microsoft Office, Microsoft Excel, Sales, Sales Management, Insurance, Customer Service, Employee Benefits, Team Building
Education
Oklahoma Baptist University 1979 — 1980
Hillsborough Community College 1976 — 1978
Hillsborough Community College 1976 — 1978
Genworth May 2004 - Present
GE Capital 1998 - 2004
Life of Virginia 1985 - 1998
Skills
Financial Systems, Project Management, Business Analysis, Process Improvement, Insurance Accounting..., Six Sigma, General Ledger, Oracle Financials, Data Warehousing, Insurance, Finance, Management, Leadership, Financial Analysis, Business Process...
Education
University of Mary Washington 1983 — 1986
Bachelor of Science (B.S.), Mathematics
Campbell University 1981 — 1983