Mutual of Omaha
Industry: Insurance company
DescriptionMutual of Omaha is a privately held Fortune 500 mutual insurance and financial services company based in Omaha, Nebraska. Headquarters: Omaha, Nebraska, United States CEO: James T. Blackledge (1 Apr 2015–) Revenue: 8.732 billion USD (2017) Number of employees: 5,896 (2017) Founded: 1909, Omaha, Nebraska, United States Subsidiaries: Mutual of Omaha Bank,
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Mutual of Omaha Employees
Employee
Years
Job
Industry
Catherine Teetor Catherine Teetor's Mutual of Omaha Experience December 2007 - June 2008
Job Account Executive Employee Benefits
Industry Insurance
Experience
Arthur J. Gallagher & Co. February 2011 - Present
Brendis & Brendis Inc. February 2011 - December 2012
Charles L. Crane Agency September 2009 - February 2011
SilverStone Group, Inc June 2008 - September 2009
Mutual of Omaha December 2007 - June 2008
Lincoln Financial Group August 2004 - December 2007
Lincoln Financial Group August 2004 - March 2006
Abercrombie & Fitch/Hollister Co November 2003 - April 2004
Boys Town February 2003 - January 2004
March of Dimes February 2002 - May 2002
Skills
PowerPoint, Word, Outlook, Excel, Customer Relations, Problem Solving, Employee Benefits, Group Insurance, Public Speaking, Communication, Issue Resolution, Benefit Point, Client Management
Education
Texas Christian University 1998 — 2002
Bachelors, Communications
TCU London Center 2001 — 2001
Nebraska Health & Life Producer's License
Arthur J. Gallagher & Co. February 2011 - Present
Brendis & Brendis Inc. February 2011 - December 2012
Charles L. Crane Agency September 2009 - February 2011
SilverStone Group, Inc June 2008 - September 2009
Mutual of Omaha December 2007 - June 2008
Lincoln Financial Group August 2004 - December 2007
Lincoln Financial Group August 2004 - March 2006
Abercrombie & Fitch/Hollister Co November 2003 - April 2004
Boys Town February 2003 - January 2004
March of Dimes February 2002 - May 2002
Skills
PowerPoint, Word, Outlook, Excel, Customer Relations, Problem Solving, Employee Benefits, Group Insurance, Public Speaking, Communication, Issue Resolution, Benefit Point, Client Management
Education
Texas Christian University 1998 — 2002
Bachelors, Communications
TCU London Center 2001 — 2001
Nebraska Health & Life Producer's License
Paul Vogel Paul Vogel's Mutual of Omaha Experience November 2012 - Present
Job Life Product Development
Industry Financial Services
Experience
Mutual of Omaha November 2012 - Present
Bailey, Ramsey & Associates February 2012 - June 2012
Allstate Financial July 2007 - January 2012
Nationwide Financial December 1996 - July 2007
Skills
ALM, Actuarial Science, Pricing, Valuation, Economic Capital, Reinsurance, Fixed Annuities
Education
The Ohio State University 1990 — 1992
MA, Math/Actuarial Science
Mutual of Omaha November 2012 - Present
Bailey, Ramsey & Associates February 2012 - June 2012
Allstate Financial July 2007 - January 2012
Nationwide Financial December 1996 - July 2007
Skills
ALM, Actuarial Science, Pricing, Valuation, Economic Capital, Reinsurance, Fixed Annuities
Education
The Ohio State University 1990 — 1992
MA, Math/Actuarial Science
Danny Bolin Danny Bolin's Mutual of Omaha Experience October 1987 - Present
Job Financial Services Represenative at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha October 1987 - Present
US Army September 1985 - August 1988
Skills
Life Insurance, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Customer Service, Team Building
Education
The American College
LUTCF
Mutual of Omaha October 1987 - Present
US Army September 1985 - August 1988
Skills
Life Insurance, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Customer Service, Team Building
Education
The American College
LUTCF
Daniel Hostetter Daniel Hostetter's Mutual of Omaha Experience August 1989 - Present
Job General Sales Manager at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha August 1989 - Present
Mutual of Omaha August 1989 - Present
Skills
Critical Illness, Management, Marketing, Recruiting, Term Life Insurance, Training, Employee Benefits, Financial Services, Time Management, Retirement Planning, Insurance, Life Insurance, Fixed Annuities
Education
The American College 1992 — 1994
LUTCF
Mutual of Omaha August 1989 - Present
Mutual of Omaha August 1989 - Present
Skills
Critical Illness, Management, Marketing, Recruiting, Term Life Insurance, Training, Employee Benefits, Financial Services, Time Management, Retirement Planning, Insurance, Life Insurance, Fixed Annuities
Education
The American College 1992 — 1994
LUTCF
Yvette Apodaca LUTCF's Mutual of Omaha Experience December 2005 - Present
Job District Sales Manager at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha December 2005 - Present
Mutual of Omaha 2005 - Present
Skills
Management, Leadership, Recruiting, Team Building, Estate Planning, Insurance, Disability Insurance, Long-term Care, Training, Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Long Term Care Insurance, IRAs, Retirement Income..., Employee Benefits, Critical Illness, Medicare, Universal Life, Sales, Health Insurance, Business Coaching, Group Insurance, Roth IRA, 401k Rollovers, Term Life Insurance
Education
EPCC
The American College
LUTCF
Mutual of Omaha December 2005 - Present
Mutual of Omaha 2005 - Present
Skills
Management, Leadership, Recruiting, Team Building, Estate Planning, Insurance, Disability Insurance, Long-term Care, Training, Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Long Term Care Insurance, IRAs, Retirement Income..., Employee Benefits, Critical Illness, Medicare, Universal Life, Sales, Health Insurance, Business Coaching, Group Insurance, Roth IRA, 401k Rollovers, Term Life Insurance
Education
EPCC
The American College
LUTCF
Vanessa Harris, MBA Vanessa Harris, MBA's Mutual of Omaha Experience January 1998 - January 1999
Job Sales Development Representative ✭ Client Services
Industry Management Consulting
Experience
Thomson Reuters October 2014 - Present
LegalShield Official January 2010 - Present
Thomson Reuters June 2014 - September 2014
HealthMarkets January 2008 - January 2010
Transamerica Life Insurance Company January 2006 - January 2008
Transamerica Life Insurance Company January 2000 - January 2006
Mutual of Omaha January 1998 - January 1999
Kmart Corporation November 1989 - March 1998
Skills
Coaching, Marketing, Team Building, Small Business, Public Speaking, Social Media Marketing, Business Networking, Entrepreneurship, New Business Development, Social Media, Marketing Strategy, Leadership, Close Attention to..., Strategic Planning, Result Oriented, Multi Tasking, Task Management, Outstanding..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Experience, Employee Benefits, Customer Service, Sales, Online Marketing, Budgets, Social Networking, Customer Retention, Call Centers, Management, Human Resources, Insurance, Team Leadership, Health Insurance, Time Management, Customer Satisfaction, Outlook, Account Management, Event Planning, Operations Management, Policy, Leadership Development, Analysis, Retail, Training, Teamwork, Project Management, Employee Relations
Education
Texas Woman's University 2011 — 2012
Master of Business Administration (MBA.), School of Management
Western Kentucky University
BS, Fashion Merchandising
Thomson Reuters October 2014 - Present
LegalShield Official January 2010 - Present
Thomson Reuters June 2014 - September 2014
HealthMarkets January 2008 - January 2010
Transamerica Life Insurance Company January 2006 - January 2008
Transamerica Life Insurance Company January 2000 - January 2006
Mutual of Omaha January 1998 - January 1999
Kmart Corporation November 1989 - March 1998
Skills
Coaching, Marketing, Team Building, Small Business, Public Speaking, Social Media Marketing, Business Networking, Entrepreneurship, New Business Development, Social Media, Marketing Strategy, Leadership, Close Attention to..., Strategic Planning, Result Oriented, Multi Tasking, Task Management, Outstanding..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Experience, Employee Benefits, Customer Service, Sales, Online Marketing, Budgets, Social Networking, Customer Retention, Call Centers, Management, Human Resources, Insurance, Team Leadership, Health Insurance, Time Management, Customer Satisfaction, Outlook, Account Management, Event Planning, Operations Management, Policy, Leadership Development, Analysis, Retail, Training, Teamwork, Project Management, Employee Relations
Education
Texas Woman's University 2011 — 2012
Master of Business Administration (MBA.), School of Management
Western Kentucky University
BS, Fashion Merchandising
Patsy Wright Patsy Wright's Mutual of Omaha Experience September 1990 - September 1991
Job Quality Control/ ISO Internal Auditor at Southwest Silicon Technology Corp.
Industry Semiconductors
Experience
Southwest Silicon Technology Corp. August 2006 - Present
Dollar General Distribution Center October 2003 - January 2006
Nokia June 2001 - July 2003
Rubber Urethane, Inc. September 1991 - September 1994
Mutual of Omaha September 1990 - September 1991
Skills
Quality Assurance, QuickBooks, Quality Management, Quality Auditing, Quality Control, Software Quality..., Manufacturing, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Mechanical Testing, CNC manufacturing, CNC Mill, CNC operation, Electronics, Digital Electronics, Computer Network..., Computer Hardware, Accounting, Financial Accounting, Account Management, Lean Manufacturing, Sales, Inventory Management, Six Sigma, ISO9001 Auditor, Supply Chain Management, Cross-functional Team..., Iso 9000, Process Engineering, Process Improvement, Product Development, Industrial Engineering, Materials, Operations Management, Root Cause Analysis, ISO, Start-ups, Troubleshooting, Management, Product Management, Product Marketing, Semiconductors, ISO 9000
Education
Texas Woman's University 1992 — 1992
Accounting and Business/Management
CDI - Dallas, TX 1988 — 1991
Basic and Advanced Electronic Certificates, Electrical, Electronic and Communications Engineering Technology/Technician
Ozark Bible Institute 1987 — 1988
Theology/Theological Studies
Southwest Silicon Technology Corp. August 2006 - Present
Dollar General Distribution Center October 2003 - January 2006
Nokia June 2001 - July 2003
Rubber Urethane, Inc. September 1991 - September 1994
Mutual of Omaha September 1990 - September 1991
Skills
Quality Assurance, QuickBooks, Quality Management, Quality Auditing, Quality Control, Software Quality..., Manufacturing, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Mechanical Testing, CNC manufacturing, CNC Mill, CNC operation, Electronics, Digital Electronics, Computer Network..., Computer Hardware, Accounting, Financial Accounting, Account Management, Lean Manufacturing, Sales, Inventory Management, Six Sigma, ISO9001 Auditor, Supply Chain Management, Cross-functional Team..., Iso 9000, Process Engineering, Process Improvement, Product Development, Industrial Engineering, Materials, Operations Management, Root Cause Analysis, ISO, Start-ups, Troubleshooting, Management, Product Management, Product Marketing, Semiconductors, ISO 9000
Education
Texas Woman's University 1992 — 1992
Accounting and Business/Management
CDI - Dallas, TX 1988 — 1991
Basic and Advanced Electronic Certificates, Electrical, Electronic and Communications Engineering Technology/Technician
Ozark Bible Institute 1987 — 1988
Theology/Theological Studies
Greyson Carr Greyson Carr's Mutual of Omaha Experience May 2005 - August 2006
Job Independent Insurance Professional
Industry Insurance
Experience
Alliance Group August 2006 - Present
Mutual of Omaha May 2005 - August 2006
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Long-term Care, Whole Life, Insurance, Universal Life, Disability Insurance, Retirement, Retirement Planning, Critical Illness, IRAs, Employee Benefits, Long Term Care Insurance, Estate Planning, Underwriting, Brokers, Financial Planners, Accident
Education
Tennessee Technological University - College of Business Administration 1997 — 2002
Alliance Group August 2006 - Present
Mutual of Omaha May 2005 - August 2006
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Long-term Care, Whole Life, Insurance, Universal Life, Disability Insurance, Retirement, Retirement Planning, Critical Illness, IRAs, Employee Benefits, Long Term Care Insurance, Estate Planning, Underwriting, Brokers, Financial Planners, Accident
Education
Tennessee Technological University - College of Business Administration 1997 — 2002
Jarrett Peeples Jarrett Peeples's Mutual of Omaha Experience July 2012 - February 2013
Job Accounting Supervisor at Paymetric, Inc.
Industry Computer Software
Experience
Paymetric, Inc. March 2014 - Present
Hanjin Shipping February 2013 - March 2014
Mutual of Omaha July 2012 - February 2013
Student Business Services Co-op of Athens January 2012 - August 2012
University of Georgia Rowing Team August 2011 - July 2012
University of Georgia Rowing Team August 2009 - July 2011
Skills
Microsoft Excel, Budgets, Team Leadership, PowerPoint, Microsoft Word, Teamwork, Customer Service, Training, Accounts Receivable, Oracle, QuickBooks, Intacct, Accounts Payable
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration, Accounting
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Paymetric, Inc. March 2014 - Present
Hanjin Shipping February 2013 - March 2014
Mutual of Omaha July 2012 - February 2013
Student Business Services Co-op of Athens January 2012 - August 2012
University of Georgia Rowing Team August 2011 - July 2012
University of Georgia Rowing Team August 2009 - July 2011
Skills
Microsoft Excel, Budgets, Team Leadership, PowerPoint, Microsoft Word, Teamwork, Customer Service, Training, Accounts Receivable, Oracle, QuickBooks, Intacct, Accounts Payable
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration, Accounting
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Kay Schroeder Kay Schroeder's Mutual of Omaha Experience December 1995 - October 1998
Job Manufacturer's Representative
Industry Oil & Energy
Experience
MJ Systems August 2012 - Present
Morgan Stanley Smith Barney March 2010 - July 2012
Wells Fargo Investments October 2003 - March 2010
Wells Fargo Insurance Services October 2001 - March 2003
HD Vest (Formerly a Wells Fargo Company) December 1998 - October 2001
Mutual of Omaha December 1995 - October 1998
Skills
Life & Health Insurance..., Series 7, Series 24, Series 66, Series 31, CRPC Designation, Uniform Combined State..., Customer Service, Project Planning, Program Management, Insurance, Strategic Financial..., Business Planning, Budgets, Retirement Planning, CRM, Banking, Management, Portfolio Management, Finance, Mutual Funds, Leadership, Financial Analysis, Business Development, FINRA, New Business Development, Financial Planning
Education
Texas A&M University 1992 — 1995
BBA, International Marketing
MJ Systems August 2012 - Present
Morgan Stanley Smith Barney March 2010 - July 2012
Wells Fargo Investments October 2003 - March 2010
Wells Fargo Insurance Services October 2001 - March 2003
HD Vest (Formerly a Wells Fargo Company) December 1998 - October 2001
Mutual of Omaha December 1995 - October 1998
Skills
Life & Health Insurance..., Series 7, Series 24, Series 66, Series 31, CRPC Designation, Uniform Combined State..., Customer Service, Project Planning, Program Management, Insurance, Strategic Financial..., Business Planning, Budgets, Retirement Planning, CRM, Banking, Management, Portfolio Management, Finance, Mutual Funds, Leadership, Financial Analysis, Business Development, FINRA, New Business Development, Financial Planning
Education
Texas A&M University 1992 — 1995
BBA, International Marketing
Alfonzo Murray LUTCF Alfonzo Murray LUTCF's Mutual of Omaha Experience July 2011 - Present
Job Agent at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha July 2011 - Present
Sumaj Staffing December 2001 - July 2011
StaffLinks December 2000 - December 2001
US Army December 1993 - August 1999
Skills
Insurance, Estate Planning, Business Planning, Fixed Annuities, Critical Illness, Medicare, Disability Insurance, Long-term Care, Long Term Care Insurance, Term Life Insurance, Whole Life, Time Management, Real Estate, PowerPoint, Account Management, Buy-sell Agreements, Strategic Planning, Customer Service, Employee Benefits, Event Planning, Life Insurance
Education
Austin Business College 2000 — 2002
Associate's degree, Business Administration and Management, General
Havelock High School 1990 — 1993
Associate's degree, Business Administration and Management, General
Havelock Middle School 1989 — 1993
diploma, Business Administration and Management, General
The American College
LUTCF, Insurance
Mutual of Omaha July 2011 - Present
Sumaj Staffing December 2001 - July 2011
StaffLinks December 2000 - December 2001
US Army December 1993 - August 1999
Skills
Insurance, Estate Planning, Business Planning, Fixed Annuities, Critical Illness, Medicare, Disability Insurance, Long-term Care, Long Term Care Insurance, Term Life Insurance, Whole Life, Time Management, Real Estate, PowerPoint, Account Management, Buy-sell Agreements, Strategic Planning, Customer Service, Employee Benefits, Event Planning, Life Insurance
Education
Austin Business College 2000 — 2002
Associate's degree, Business Administration and Management, General
Havelock High School 1990 — 1993
Associate's degree, Business Administration and Management, General
Havelock Middle School 1989 — 1993
diploma, Business Administration and Management, General
The American College
LUTCF, Insurance
Todd Reus, LUTCF Todd Reus, LUTCF's Mutual of Omaha Experience 2002 - 2005
Job Lead Sales Representative/Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Group 2005 - Present
Mutual of Omaha 2002 - 2005
Skills
Term Life Insurance, Property & Casualty..., Annuities, Whole Life, Umbrella, Casualty, Fixed Annuities, Umbrella Insurance, Homeowners, Legal Liability, Life Insurance, Sales, Commercial Insurance, Insurance, Liability, Universal Life
Education
Texas State University-San Marcos 1994 — 1998
BBA, Management
Liberty Mutual Group 2005 - Present
Mutual of Omaha 2002 - 2005
Skills
Term Life Insurance, Property & Casualty..., Annuities, Whole Life, Umbrella, Casualty, Fixed Annuities, Umbrella Insurance, Homeowners, Legal Liability, Life Insurance, Sales, Commercial Insurance, Insurance, Liability, Universal Life
Education
Texas State University-San Marcos 1994 — 1998
BBA, Management
Kyle Kemp's Mutual of Omaha Experience Sr. Sales RepresentativeVerizon WirelessAugust 2006 - Present
Job Experince Specialist at Verizon Wireless
Industry Telecommunications
Experience
Mutual of Omaha Sr. Sales RepresentativeVerizon WirelessAugust 2006 - Present
Skills
Solution Selling, Direct Sales, Sales Operations, Account Management, Sales Management, Customer Retention, Customer Service, Telecommunications, Team Leadership, Sales Process, Leadership, Customer Satisfaction, Sales, Wireless, Management
Education
The University of Akron 2000 — 2005
The University of Akron 2000 — 2005
Mutual of Omaha Sr. Sales RepresentativeVerizon WirelessAugust 2006 - Present
Skills
Solution Selling, Direct Sales, Sales Operations, Account Management, Sales Management, Customer Retention, Customer Service, Telecommunications, Team Leadership, Sales Process, Leadership, Customer Satisfaction, Sales, Wireless, Management
Education
The University of Akron 2000 — 2005
The University of Akron 2000 — 2005
Andy Doan Andy Doan's Mutual of Omaha Experience January 2009 - February 2011
Job Business Development Manager Distribution at Paladin Protect
Industry Wholesale
Experience
Paladin Protect July 2015 - Present
IDC Westinghouse July 2014 - Present
Yohawk Energy LLC June 2013 - January 2014
Aspire Lending October 2011 - June 2013
Mortgages USA October 2010 - September 2011
Mortgages USA October 2010 - September 2011
Mutual of Omaha January 2009 - February 2011
TexasLending.com 2011 - 2011
Bank of America January 2007 - April 2009
American Affinity Group November 2005 - January 2007
Skills
New Business Development, Consumer Goods, Wholesale, Industrial Distribution, Mortgage Lending, Refinance, Mortgage Banking, Loans, Funding, Underwriting, Credit, FHA, Real Estate, Portfolio Management, Residential Mortgages, VA loans, Loan Origination, Investments, Credit Analysis, Mortgage Marketing, First Time Home Buyers, Foreclosures, Investment Properties, Commercial Mortgages, Commercial Lending, FHA financing, Finance, Insurance, Financial Analysis, Oil & Gas Industry, Investors, Construction Loans, LED lighting systems, Public Safety Technology, Emergency Lighting
Education
NMLS: Nationwide Certification and Registry
Texas: State Licensing
The American College
Insurance and Investments, Life Underwriting Training Councel Fellow
Paladin Protect July 2015 - Present
IDC Westinghouse July 2014 - Present
Yohawk Energy LLC June 2013 - January 2014
Aspire Lending October 2011 - June 2013
Mortgages USA October 2010 - September 2011
Mortgages USA October 2010 - September 2011
Mutual of Omaha January 2009 - February 2011
TexasLending.com 2011 - 2011
Bank of America January 2007 - April 2009
American Affinity Group November 2005 - January 2007
Skills
New Business Development, Consumer Goods, Wholesale, Industrial Distribution, Mortgage Lending, Refinance, Mortgage Banking, Loans, Funding, Underwriting, Credit, FHA, Real Estate, Portfolio Management, Residential Mortgages, VA loans, Loan Origination, Investments, Credit Analysis, Mortgage Marketing, First Time Home Buyers, Foreclosures, Investment Properties, Commercial Mortgages, Commercial Lending, FHA financing, Finance, Insurance, Financial Analysis, Oil & Gas Industry, Investors, Construction Loans, LED lighting systems, Public Safety Technology, Emergency Lighting
Education
NMLS: Nationwide Certification and Registry
Texas: State Licensing
The American College
Insurance and Investments, Life Underwriting Training Councel Fellow
Aditya Soni Aditya Soni's Mutual of Omaha Experience 2007 - 2009
Job Sr. Business Systems Analyst at Pacific Life
Industry Information Technology and Services
Experience
Pacific Life May 2015 - Present
Transamerica June 2011 - May 2015
Medco Health Solutions (now Express Scripts) 2009 - 2011
Mutual of Omaha 2007 - 2009
Sysnet Technology Solutions Pvt.Ltd 2007 - 2007
Skills
SQL, Requirements Analysis, Microsoft SQL Server, Web Technologies, .NET, Access, Healthcare Information..., Healthcare Analytics, Functional..., Fineos, QTP, Test Automation, Test Cases, SDLC, JAD, BRD, Traceability Matrix, Smoke Testing, Defect Logging, Manual Test Execution, Test Case Generation, Test Matrix, Database Macros, MS Access, Vlookup, Pivot Tables, Data Analysis, Requirements Gathering, Analysis, Business Analysis, Gap Analysis, Software Project..., IT Project..., IT Project Management, Agile Methodologies, Agile Testing, Regression Testing, Process Flow..., Business Process..., Business Process Design, Manual Testing, Scrum, Systems Analysis, User Acceptance Testing, SharePoint, Quality Center, Project Management, Data Warehousing, Visio, Business Process
Education
University of Findlay 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance, 3.84
The Maharaja Sayajirao University of Baroda 2002 — 2005
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Pacific Life May 2015 - Present
Transamerica June 2011 - May 2015
Medco Health Solutions (now Express Scripts) 2009 - 2011
Mutual of Omaha 2007 - 2009
Sysnet Technology Solutions Pvt.Ltd 2007 - 2007
Skills
SQL, Requirements Analysis, Microsoft SQL Server, Web Technologies, .NET, Access, Healthcare Information..., Healthcare Analytics, Functional..., Fineos, QTP, Test Automation, Test Cases, SDLC, JAD, BRD, Traceability Matrix, Smoke Testing, Defect Logging, Manual Test Execution, Test Case Generation, Test Matrix, Database Macros, MS Access, Vlookup, Pivot Tables, Data Analysis, Requirements Gathering, Analysis, Business Analysis, Gap Analysis, Software Project..., IT Project..., IT Project Management, Agile Methodologies, Agile Testing, Regression Testing, Process Flow..., Business Process..., Business Process Design, Manual Testing, Scrum, Systems Analysis, User Acceptance Testing, SharePoint, Quality Center, Project Management, Data Warehousing, Visio, Business Process
Education
University of Findlay 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance, 3.84
The Maharaja Sayajirao University of Baroda 2002 — 2005
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Barry H. Rosen , Ph.D. Barry H. Rosen , Ph.D.'s Mutual of Omaha Experience 2009 - Present
Job Senior Insurance Advisor and Museum Management Consultant
Industry Insurance
Experience
Seniors Insurance Solutions January 2014 - Present
Mutual of Omaha 2009 - Present
Moody & Associates May 2005 - June 2014
Six National Museums November 1975 - March 2001
Museum of Discovery and Science 1994 - 1999
Milwaukee Public Museum 1988 - 1994
University of South Carolina January 1973 - August 1977
Skills
Long-term Care, Accountability, Life Insurance, Entrepreneurial Skills, Retirement Planning, Health Insurance, Problem Solving, Insurance, Personal Responsibility, Leadership Development, Critical Illness, Whole Life, Fixed Annuities, Retirement, Public-private..., Entrepreneurship, Strategic Planning, Universal Life, Medicare, Term Life Insurance, Medicare Supplements, Disability Insurance
Education
AHIP Center for Insurance and Professional Development 2011 — 2012
Long Term Care Professional Designation, Long Term Care Insurance
Leadership Florida, Florida Chamber of Commerce 1997 — 1998
Class 16, The State Of Florida
University of South Carolina-Columbia 1970 — 1974
Ph.D., History
University of Maryland College Park 1965 — 1969
History, Grad School in History
Temple University 1964 — 1966
MA, History
Temple University - Fox School of Business and Management 1960 — 1963
B.S., Business and Public Administration
Northeast High School 1957 — 1960
Diploma, Academic
Seniors Insurance Solutions January 2014 - Present
Mutual of Omaha 2009 - Present
Moody & Associates May 2005 - June 2014
Six National Museums November 1975 - March 2001
Museum of Discovery and Science 1994 - 1999
Milwaukee Public Museum 1988 - 1994
University of South Carolina January 1973 - August 1977
Skills
Long-term Care, Accountability, Life Insurance, Entrepreneurial Skills, Retirement Planning, Health Insurance, Problem Solving, Insurance, Personal Responsibility, Leadership Development, Critical Illness, Whole Life, Fixed Annuities, Retirement, Public-private..., Entrepreneurship, Strategic Planning, Universal Life, Medicare, Term Life Insurance, Medicare Supplements, Disability Insurance
Education
AHIP Center for Insurance and Professional Development 2011 — 2012
Long Term Care Professional Designation, Long Term Care Insurance
Leadership Florida, Florida Chamber of Commerce 1997 — 1998
Class 16, The State Of Florida
University of South Carolina-Columbia 1970 — 1974
Ph.D., History
University of Maryland College Park 1965 — 1969
History, Grad School in History
Temple University 1964 — 1966
MA, History
Temple University - Fox School of Business and Management 1960 — 1963
B.S., Business and Public Administration
Northeast High School 1957 — 1960
Diploma, Academic
Parke Neill Parke Neill's Mutual of Omaha Experience April 2004 - September 2010
Job Church Marketing Rep. at Lifetouch Church Directories and Portraits
Industry Marketing and Advertising
Experience
Lifetouch Church Directories and Portraits October 2013 - Present
ABC Advertising Agency Inc January 2011 - Present
Mutual of Omaha April 2004 - September 2010
Lubbock Avalanche-Journal June 2002 - November 2009
Skills
Online Advertising, Marketing, Social Media Marketing, Social Media, Public Relations, Advertising, Newspapers, Microsoft Office, Account Management, Microsoft Excel, Sales, Social Networking
Education
Texas Tech University 1972 — 1976
Coronado High School, Lubbock, TX 1968 — 1971
Lifetouch Church Directories and Portraits October 2013 - Present
ABC Advertising Agency Inc January 2011 - Present
Mutual of Omaha April 2004 - September 2010
Lubbock Avalanche-Journal June 2002 - November 2009
Skills
Online Advertising, Marketing, Social Media Marketing, Social Media, Public Relations, Advertising, Newspapers, Microsoft Office, Account Management, Microsoft Excel, Sales, Social Networking
Education
Texas Tech University 1972 — 1976
Coronado High School, Lubbock, TX 1968 — 1971
Robert W. Kowaleski Robert W. Kowaleski's Mutual of Omaha Experience January 1988 - September 2014
Job Financial Services Representative at North Shore Financial Group, An Office of MetLife
Industry Financial Services
Experience
North Shore Financial Group, An Office of MetLife October 2014 - Present
Professional Wealth Management January 2007 - Present
Mutual of Omaha January 1988 - September 2014
United States Marine Corps June 1982 - June 1986
Skills
Wealth Management, Fixed Annuities, Retirement Planning, Retirement, Long-term Care, IRAs, Disability Insurance, Risk Management, Underwriting, Insurance, Employee Benefits, Securities, General Insurance
Education
The American College
ChFC, LUTCF
North Shore Financial Group, An Office of MetLife October 2014 - Present
Professional Wealth Management January 2007 - Present
Mutual of Omaha January 1988 - September 2014
United States Marine Corps June 1982 - June 1986
Skills
Wealth Management, Fixed Annuities, Retirement Planning, Retirement, Long-term Care, IRAs, Disability Insurance, Risk Management, Underwriting, Insurance, Employee Benefits, Securities, General Insurance
Education
The American College
ChFC, LUTCF
Gary Christiansen's Mutual of Omaha Experience October 2004 - Present
Job Business Analyst at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha October 2004 - Present
Mutual of Omaha March 1999 - October 2004
Skills
Business Analysis, Insurance, Requirements Gathering, SDLC, Requirements Analysis, Visio, Risk Management, Process Improvement, Business Process..., Analysis, Business Process, Financial Services, Software Documentation, Vendor Management, Business Requirements, Documentation, Consulting, Testing, Data Analysis, Project Management, Team Building, Health Insurance, Systems Analysis, Customer Service, Agile Methodologies, Sales, Employee Benefits, Disability Insurance, Training, Life Insurance, Leadership, Change Management, Coaching, Access
Education
The George Washington University - School of Business 2006 — 2006
Associate Certified Business Analyst, Business Administration and Management, General
Missouri Valley High School 1982 — 1985
Mutual of Omaha October 2004 - Present
Mutual of Omaha March 1999 - October 2004
Skills
Business Analysis, Insurance, Requirements Gathering, SDLC, Requirements Analysis, Visio, Risk Management, Process Improvement, Business Process..., Analysis, Business Process, Financial Services, Software Documentation, Vendor Management, Business Requirements, Documentation, Consulting, Testing, Data Analysis, Project Management, Team Building, Health Insurance, Systems Analysis, Customer Service, Agile Methodologies, Sales, Employee Benefits, Disability Insurance, Training, Life Insurance, Leadership, Change Management, Coaching, Access
Education
The George Washington University - School of Business 2006 — 2006
Associate Certified Business Analyst, Business Administration and Management, General
Missouri Valley High School 1982 — 1985
Scott Wauhob Scott Wauhob's Mutual of Omaha Experience September 2003 - May 2006
Job Director of Service Line Development at Conifer Health Solutions
Industry Hospital & Health Care
Experience
Conifer Health Solutions January 2015 - Present
Conifer Health Solutions July 2013 - January 2015
Tenet Healthcare May 2006 - July 2013
Mutual of Omaha September 2003 - May 2006
Skills
Auditing, Sarbanes-Oxley Act, Financial Reporting, Revenue Cycle, Internal Audit, Internal Controls, Financial Analysis, HIPAA, Variance Analysis, Financial Accounting, Account Reconciliation, Finance
Education
Texas Tech University 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
Conifer Health Solutions January 2015 - Present
Conifer Health Solutions July 2013 - January 2015
Tenet Healthcare May 2006 - July 2013
Mutual of Omaha September 2003 - May 2006
Skills
Auditing, Sarbanes-Oxley Act, Financial Reporting, Revenue Cycle, Internal Audit, Internal Controls, Financial Analysis, HIPAA, Variance Analysis, Financial Accounting, Account Reconciliation, Finance
Education
Texas Tech University 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
Michael Cheyney Michael Cheyney's Mutual of Omaha Experience 2010 - 2011
Job Independent Marketing Executive at Power Lead System
Industry Marketing and Advertising
Experience
Power Lead System June 2014 - Present
Goodybag February 2012 - August 2013
Trump Network January 2012 - Present
Trump Network January 2011 - Present
Trump Network January 2010 - Present
Pure Leverage February 2013 - May 2014
Invenio Marketing Solutions February 2011 - November 2011
State Farm Insurance August 2010 - August 2011
Mutual of Omaha 2010 - 2011
Skills
Salesforce.com, Lead Generation, Cold Calling, Sales, Account Management, Direct Sales, Sales Presentations, Sales Process, B2B, Marketing, Social Media Marketing, Outside Sales, Email Marketing, Advertising, Sales Operations, New Business Development, Web Marketing, Mobile Marketing, SEM, Social Media
Education
Texas A&M University 2002 — 2005
RPTS, Finance, Accounting, Economics, Tourism Development
Blinn College 1999 — 2001
associate, English, Math, Physics, Anatomy, Computer Science
Power Lead System June 2014 - Present
Goodybag February 2012 - August 2013
Trump Network January 2012 - Present
Trump Network January 2011 - Present
Trump Network January 2010 - Present
Pure Leverage February 2013 - May 2014
Invenio Marketing Solutions February 2011 - November 2011
State Farm Insurance August 2010 - August 2011
Mutual of Omaha 2010 - 2011
Skills
Salesforce.com, Lead Generation, Cold Calling, Sales, Account Management, Direct Sales, Sales Presentations, Sales Process, B2B, Marketing, Social Media Marketing, Outside Sales, Email Marketing, Advertising, Sales Operations, New Business Development, Web Marketing, Mobile Marketing, SEM, Social Media
Education
Texas A&M University 2002 — 2005
RPTS, Finance, Accounting, Economics, Tourism Development
Blinn College 1999 — 2001
associate, English, Math, Physics, Anatomy, Computer Science
Ashley Castle Ashley Castle's Mutual of Omaha Experience May 2014 - August 2014
Job Multimedia Travel Journalist
Industry Leisure, Travel & Tourism
Experience
Afar Media February 2013 - Present
Arbonne International, Castle & Co, LLC October 2004 - Present
Mutual of Omaha May 2014 - August 2014
Gilt City March 2012 - November 2012
Gilt Groupe November 2010 - March 2012
Brickhouse Bridal December 2003 - May 2005
Houston Country Club August 2003 - December 2003
Camp Redcloud May 2001 - August 2001
Skills
Social Media Marketing, Event Management, Advertising, Strategic Planning, Online Advertising, Marketing Communications, Public Relations, Microsoft Office, Microsoft Excel, Marketing Strategy, Training, Small Business, Negotiation, Team Building, Coaching, Sales Process
Education
Texas A&M University 1999 — 2003
Bachelors of Science, Tourism, Parks and Recreation Management
Afar Media February 2013 - Present
Arbonne International, Castle & Co, LLC October 2004 - Present
Mutual of Omaha May 2014 - August 2014
Gilt City March 2012 - November 2012
Gilt Groupe November 2010 - March 2012
Brickhouse Bridal December 2003 - May 2005
Houston Country Club August 2003 - December 2003
Camp Redcloud May 2001 - August 2001
Skills
Social Media Marketing, Event Management, Advertising, Strategic Planning, Online Advertising, Marketing Communications, Public Relations, Microsoft Office, Microsoft Excel, Marketing Strategy, Training, Small Business, Negotiation, Team Building, Coaching, Sales Process
Education
Texas A&M University 1999 — 2003
Bachelors of Science, Tourism, Parks and Recreation Management
Bingjing Feng's Mutual of Omaha Experience August 2014 - September 2014
Job Financial Advisor at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha August 2014 - September 2014
Syracuse University January 2011 - May 2014
Prudential Assurance Company Limited June 2013 - July 2013
Aviva Life Insurance Company Limited December 2012 - December 2012
Syracuse University Chinese Student Scholar Association September 2011 - May 2012
Central New York Chinese School February 2012 - February 2012
Syracuse University Disability Office January 2011 - May 2011
Industrial and Commercial Bank of China December 2009 - January 2010
Skills
Microsoft Excel, Mandarin, Communication, English
Education
Syracuse University 2010 — 2014
Bachelor's degree, Mathematics Economics Finance
Mutual of Omaha August 2014 - September 2014
Syracuse University January 2011 - May 2014
Prudential Assurance Company Limited June 2013 - July 2013
Aviva Life Insurance Company Limited December 2012 - December 2012
Syracuse University Chinese Student Scholar Association September 2011 - May 2012
Central New York Chinese School February 2012 - February 2012
Syracuse University Disability Office January 2011 - May 2011
Industrial and Commercial Bank of China December 2009 - January 2010
Skills
Microsoft Excel, Mandarin, Communication, English
Education
Syracuse University 2010 — 2014
Bachelor's degree, Mathematics Economics Finance
Keith Hinson Keith Hinson's Mutual of Omaha Experience August 2014 - Present
Job Financial Representative for Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha August 2014 - Present
Skills
Key Account Management, Business Development, Sales, Business Operations, Sage CRM, Negotiation, Budgets, Project Management, Marketing, Customer Service, Six Sigma, Microsoft Office, Consulting, Workshop Facilitation, Process Engineering, QuickBooks, Benefits Administration, Strategic Planning, Process Improvement, New Business Development, Team Building, Management, Leadership, CRM, Operations Management, Training, Contract Negotiation, Sales Management, Human Resources, Forecasting, Cross-functional Team..., Salesforce.com
Education
The Massey School, Belmont University 1999 — 2000
MBA
Tennessee Technological University 1992 — 1997
BS
Ezell-Harding
Mutual of Omaha August 2014 - Present
Skills
Key Account Management, Business Development, Sales, Business Operations, Sage CRM, Negotiation, Budgets, Project Management, Marketing, Customer Service, Six Sigma, Microsoft Office, Consulting, Workshop Facilitation, Process Engineering, QuickBooks, Benefits Administration, Strategic Planning, Process Improvement, New Business Development, Team Building, Management, Leadership, CRM, Operations Management, Training, Contract Negotiation, Sales Management, Human Resources, Forecasting, Cross-functional Team..., Salesforce.com
Education
The Massey School, Belmont University 1999 — 2000
MBA
Tennessee Technological University 1992 — 1997
BS
Ezell-Harding
Ricardo Valles Ricardo Valles's Mutual of Omaha Experience August 2013 - January 2014
Job International Fund Services Trade Operations Associate at State Street
Industry Investment Management
Experience
State Street January 2014 - Present
Mutual of Omaha August 2013 - January 2014
Boston Metal Exchange LLC July 2012 - August 2012
Bank of America June 2009 - August 2009
Bank of America: Investment Services June 2008 - August 2008
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, Business Strategy, Negotiation, Economics, Project Management, Marketing Strategy, PowerPoint, Budgets, New Business Development, Microsoft Word, Sales Management, English, Investments, Data Analysis, Analysis, Finance, Access, Insurance, Time Management, Customer Service, Social Media
Education
Temple University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Graduate
Boston Latin Academy 2003 — 2009
High School Diploma, General Studies
State Street January 2014 - Present
Mutual of Omaha August 2013 - January 2014
Boston Metal Exchange LLC July 2012 - August 2012
Bank of America June 2009 - August 2009
Bank of America: Investment Services June 2008 - August 2008
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, Business Strategy, Negotiation, Economics, Project Management, Marketing Strategy, PowerPoint, Budgets, New Business Development, Microsoft Word, Sales Management, English, Investments, Data Analysis, Analysis, Finance, Access, Insurance, Time Management, Customer Service, Social Media
Education
Temple University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Graduate
Boston Latin Academy 2003 — 2009
High School Diploma, General Studies
Kevin Adams, LUTCF Kevin Adams, LUTCF's Mutual of Omaha Experience September 2008 - July 2014
Job Regional Associate at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group July 2014 - Present
Mutual of Omaha September 2008 - July 2014
Mutual of Omaha November 2011 - October 2012
Great American Senior Benefits October 2007 - September 2008
Skills
Recruiting, Talent Acquisition, Talent Management, Leadership, Leadership Development, Coaching, Training, Recruitment Training, Performance Management, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Insurance, Life Insurance, Universal Life, Term Life Insurance, Whole Life, Long-term Care, Retirement Planning, Critical Illness, 401k Rollovers, Health Insurance, Series 6, Employee Benefits, 401k, Retirement, Income Protection, Financial Planners, Variable Annuities, IRAs, Roth IRA, Mutual Funds, Financial Planning
Education
The American College
MetLife Premier Client Group July 2014 - Present
Mutual of Omaha September 2008 - July 2014
Mutual of Omaha November 2011 - October 2012
Great American Senior Benefits October 2007 - September 2008
Skills
Recruiting, Talent Acquisition, Talent Management, Leadership, Leadership Development, Coaching, Training, Recruitment Training, Performance Management, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Insurance, Life Insurance, Universal Life, Term Life Insurance, Whole Life, Long-term Care, Retirement Planning, Critical Illness, 401k Rollovers, Health Insurance, Series 6, Employee Benefits, 401k, Retirement, Income Protection, Financial Planners, Variable Annuities, IRAs, Roth IRA, Mutual Funds, Financial Planning
Education
The American College
Karl Arthur Drescher Jr. FSS, LUTCF, RICP Karl Arthur Drescher Jr. FSS, LUTCF, RICP's Mutual of Omaha Experience January 2006 - Present
Job Financial Advisor at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha January 2006 - Present
Mutual of Omaha 2006 - 2012
NCH October 1982 - December 2001
Skills
Disability Insurance, Term Life Insurance, Life Insurance, Income Protection, Long Term Care Insurance, Fixed Annuities, Wealth Management, Universal Life, Critical Illness, Financial Planners, Employee Benefits, IRAs, Wealth Accumulation, Whole Life, 401k Rollovers, Series 6, Long-term Care, Variable Annuities, Insurance, Retirement Planning, Health Insurance, Roth IRA, 401k, Retirement
Education
Texas A&M University 1968 — 1973
Bachelor of Science (B.S.), Floriculture
University of North Texas 1982 — 1984
Master of Science (M.S.), Recreation and Leisure Services Management
The American College 2006 — 2014
FSS, LUTCF, RICP
Mutual of Omaha January 2006 - Present
Mutual of Omaha 2006 - 2012
NCH October 1982 - December 2001
Skills
Disability Insurance, Term Life Insurance, Life Insurance, Income Protection, Long Term Care Insurance, Fixed Annuities, Wealth Management, Universal Life, Critical Illness, Financial Planners, Employee Benefits, IRAs, Wealth Accumulation, Whole Life, 401k Rollovers, Series 6, Long-term Care, Variable Annuities, Insurance, Retirement Planning, Health Insurance, Roth IRA, 401k, Retirement
Education
Texas A&M University 1968 — 1973
Bachelor of Science (B.S.), Floriculture
University of North Texas 1982 — 1984
Master of Science (M.S.), Recreation and Leisure Services Management
The American College 2006 — 2014
FSS, LUTCF, RICP
Robert Victor Robert Victor's Mutual of Omaha Experience 1996 - 2005
Job Personal Lines Specialist at Pipes Insurance Service, LTD
Industry Insurance
Experience
Pipes Insurance Service, LTD September 2011 - Present
Farmers Insurance August 2010 - August 2011
Allstate 2005 - August 2010
Mutual of Omaha 1996 - 2005
Mercy Medical Center 1991 - 1995
Skills
General Insurance, Property & Casualty..., Insurance, Whole Life, Umbrella Insurance, Term Life Insurance, Sales, Health Insurance, Casualty, Disability Insurance, Life Insurance, Commercial Insurance, Liability, Long-term Care, Underwriting, Brokers, Casualty Insurance
Education
The Ohio State University 1980 — 1982
MPA, Health Administration
Pipes Insurance Service, LTD September 2011 - Present
Farmers Insurance August 2010 - August 2011
Allstate 2005 - August 2010
Mutual of Omaha 1996 - 2005
Mercy Medical Center 1991 - 1995
Skills
General Insurance, Property & Casualty..., Insurance, Whole Life, Umbrella Insurance, Term Life Insurance, Sales, Health Insurance, Casualty, Disability Insurance, Life Insurance, Commercial Insurance, Liability, Long-term Care, Underwriting, Brokers, Casualty Insurance
Education
The Ohio State University 1980 — 1982
MPA, Health Administration
Sarah Teinert Sarah Teinert's Mutual of Omaha Experience November 2013 - April 2014
Job Admissions Clerk at Housing Authority of the City of Austin
Industry Marketing and Advertising
Experience
Housing Authority of the City of Austin August 2014 - Present
Mutual of Omaha November 2013 - April 2014
Wells Fargo October 2013 - November 2013
Academy June 2009 - July 2013
Mary Kay Idependent Consultant October 2011 - July 2012
Country Home Learning Center May 2007 - August 2007
Randalls Grocery November 2005 - August 2007
Skills
Photography, Portrait Photography, Marketing, Retail, Customer Service, Market Research, Photos, Interior Design, Facebook, Social Networking, Advertising, Fashion, Social Media, Social Media Marketing, Teaching, Film, Photoshop
Education
Texas Tech University 2009 — 2014
Marketing, Marketing
James Bowie High School 2004 — 2007
Housing Authority of the City of Austin August 2014 - Present
Mutual of Omaha November 2013 - April 2014
Wells Fargo October 2013 - November 2013
Academy June 2009 - July 2013
Mary Kay Idependent Consultant October 2011 - July 2012
Country Home Learning Center May 2007 - August 2007
Randalls Grocery November 2005 - August 2007
Skills
Photography, Portrait Photography, Marketing, Retail, Customer Service, Market Research, Photos, Interior Design, Facebook, Social Networking, Advertising, Fashion, Social Media, Social Media Marketing, Teaching, Film, Photoshop
Education
Texas Tech University 2009 — 2014
Marketing, Marketing
James Bowie High School 2004 — 2007
Debra Weber Debra Weber's Mutual of Omaha Experience March 2009 - Present
Job Insurance Representative for Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha March 2009 - Present
Skills
Long-term Care, Life Insurance, Critical Illness, Fixed Annuities, Disability Insurance
Education
The American College 2009 — 2014
Churchill County High School 1974 — 1976
Mutual of Omaha March 2009 - Present
Skills
Long-term Care, Life Insurance, Critical Illness, Fixed Annuities, Disability Insurance
Education
The American College 2009 — 2014
Churchill County High School 1974 — 1976
Jasleen Bains's Mutual of Omaha Experience January 2010 - December 2010
Job Recruiting Coordinator at MongoDB, Inc.
Industry Computer Software
Experience
MongoDB, Inc. March 2015 - Present
Beacon Bread Company November 2014 - March 2015
Amica Mutual Insurance August 2013 - October 2014
Amica Mutual Insurance Co. February 2012 - August 2013
Amica Mutual Insurance Co. July 2011 - February 2012
Amica Mutual Insurance Co. January 2011 - June 2011
Mutual of Omaha January 2010 - December 2010
Syracuse University August 2007 - December 2010
Wegmans Food Markets August 2004 - August 2009
Skills
Employee Training, Coaching & Mentoring, Leadership, Event Planning, Public Speaking, Interviewing Skills, Student Recruiting, Networking, Relationship Management, Conflict Resolution, Data Analysis, Microsoft Excel, Microsoft Office, Customer Service, Insurance, Underwriting, Sales
Education
Syracuse University 2006 — 2010
B.A., Economics
MongoDB, Inc. March 2015 - Present
Beacon Bread Company November 2014 - March 2015
Amica Mutual Insurance August 2013 - October 2014
Amica Mutual Insurance Co. February 2012 - August 2013
Amica Mutual Insurance Co. July 2011 - February 2012
Amica Mutual Insurance Co. January 2011 - June 2011
Mutual of Omaha January 2010 - December 2010
Syracuse University August 2007 - December 2010
Wegmans Food Markets August 2004 - August 2009
Skills
Employee Training, Coaching & Mentoring, Leadership, Event Planning, Public Speaking, Interviewing Skills, Student Recruiting, Networking, Relationship Management, Conflict Resolution, Data Analysis, Microsoft Excel, Microsoft Office, Customer Service, Insurance, Underwriting, Sales
Education
Syracuse University 2006 — 2010
B.A., Economics
Nicholas Miceli Nicholas Miceli's Mutual of Omaha Experience March 2009 - Present
Job Insurance Advisor for Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha March 2009 - Present
Network Insurance Senior Health Division September 2006 - Present
Bankers Life September 2006 - March 2009
Skills
Medicare, Term Life Insurance, Permanent Life Insurance, Health Insurance, Life Insurance, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Brokers, Retirement, Retirement Planning, Employee Benefits, Sales, Insurance
Education
The Ohio State University 1999 — 2005
Bachelor's degree, Consumer Affairs
Mutual of Omaha March 2009 - Present
Network Insurance Senior Health Division September 2006 - Present
Bankers Life September 2006 - March 2009
Skills
Medicare, Term Life Insurance, Permanent Life Insurance, Health Insurance, Life Insurance, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Brokers, Retirement, Retirement Planning, Employee Benefits, Sales, Insurance
Education
The Ohio State University 1999 — 2005
Bachelor's degree, Consumer Affairs
Adam V. Pacek's Mutual of Omaha Experience August 2013 - March 2014
Job Participant Consultant at Mutual of America Securities Corporation
Industry Financial Services
Experience
Mutual of America Securities Corporation March 2014 - Present
Mutual of Omaha August 2013 - March 2014
The Western and Southern Life Insurance Company December 2008 - August 2013
ATF Fitness Products December 2004 - November 2007
Skills
Retirement Planning, Retirement, Life Insurance, Fixed Annuities, Disability Insurance, Sales Management, Term Life Insurance, Cold Calling, Employee Benefits, Team Building, Coaching, Financial Services, Critical Illness, Marketing, IRAs, Investments, Health Insurance, Long-term Care, Insurance, Sales, Roth IRA, 401k, Small Business, Mutual Funds, Strategic Financial..., Retirement Savings, Series 6, Life & Health Insurance...
Education
The American College 2009 — 2011
LUTCF
Mutual of America Securities Corporation March 2014 - Present
Mutual of Omaha August 2013 - March 2014
The Western and Southern Life Insurance Company December 2008 - August 2013
ATF Fitness Products December 2004 - November 2007
Skills
Retirement Planning, Retirement, Life Insurance, Fixed Annuities, Disability Insurance, Sales Management, Term Life Insurance, Cold Calling, Employee Benefits, Team Building, Coaching, Financial Services, Critical Illness, Marketing, IRAs, Investments, Health Insurance, Long-term Care, Insurance, Sales, Roth IRA, 401k, Small Business, Mutual Funds, Strategic Financial..., Retirement Savings, Series 6, Life & Health Insurance...
Education
The American College 2009 — 2011
LUTCF
Kiefer Zuelsdorf Kiefer Zuelsdorf's Mutual of Omaha Experience September 2012 - January 2014
Job Sales Representative at Kearns Motor Car Company
Industry Financial Services
Experience
Kearns Motor Car Company February 2015 - Present
Title Trading December 2014 - February 2015
Downtown Apartment Company October 2014 - January 2015
Tower Hill Trading March 2014 - December 2014
Kearns Motor Car Co. August 2013 - January 2014
Mutual of Omaha September 2012 - January 2014
Cindy Gerke and Associates, Inc. May 2012 - January 2014
Kearns Motor Car April 2009 - June 2012
Tru Tavern and Grill April 2007 - July 2009
Skills
Finance, Sales, Real Estate, Disability Insurance, Small Business, Corporate Finance, Insurance, Long Term Care Insurance, Financial Analysis
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 2013 — 2013
Wirtschaftswissenschaft
University of Wisconsin-La Crosse 2009 — 2013
BS, Finance, 3.7 Major GPA
Cambridge High School
Kearns Motor Car Company February 2015 - Present
Title Trading December 2014 - February 2015
Downtown Apartment Company October 2014 - January 2015
Tower Hill Trading March 2014 - December 2014
Kearns Motor Car Co. August 2013 - January 2014
Mutual of Omaha September 2012 - January 2014
Cindy Gerke and Associates, Inc. May 2012 - January 2014
Kearns Motor Car April 2009 - June 2012
Tru Tavern and Grill April 2007 - July 2009
Skills
Finance, Sales, Real Estate, Disability Insurance, Small Business, Corporate Finance, Insurance, Long Term Care Insurance, Financial Analysis
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 2013 — 2013
Wirtschaftswissenschaft
University of Wisconsin-La Crosse 2009 — 2013
BS, Finance, 3.7 Major GPA
Cambridge High School
Justin Whitley RHU,REBC,DIA,DHP Justin Whitley RHU,REBC,DIA,DHP's Mutual of Omaha Experience January 2003 - January 2009
Job Vice President at GIS Benefits
Industry Insurance
Experience
GIS Benefits, Inc. August 2012 - Present
American United Life January 2009 - July 2012
Mutual of Omaha January 2003 - January 2009
Metlife Small Business Center July 2000 - December 2002
Business Men's Assurance 1995 - 2000
Skills
Sales Management, Team Leadership, Product Marketing, Coaching, Product Development, Consultative Selling, Goal Oriented, Sales Process, Selling, Leadership, Insurance, Sales Operations, Strategy, Sales, Disability Insurance, Marketing, Employee Benefits, Team Building, Business Planning, Life Insurance, Customer Retention, Underwriting, Brokers, Management, Health Insurance, Account Management, Program Management, Cold Calling, Term Life Insurance, Strategic Planning, New Business Development
Education
Texas A&M University 1987 — 1991
Bachelor of Arts, Speech Communication
GIS Benefits, Inc. August 2012 - Present
American United Life January 2009 - July 2012
Mutual of Omaha January 2003 - January 2009
Metlife Small Business Center July 2000 - December 2002
Business Men's Assurance 1995 - 2000
Skills
Sales Management, Team Leadership, Product Marketing, Coaching, Product Development, Consultative Selling, Goal Oriented, Sales Process, Selling, Leadership, Insurance, Sales Operations, Strategy, Sales, Disability Insurance, Marketing, Employee Benefits, Team Building, Business Planning, Life Insurance, Customer Retention, Underwriting, Brokers, Management, Health Insurance, Account Management, Program Management, Cold Calling, Term Life Insurance, Strategic Planning, New Business Development
Education
Texas A&M University 1987 — 1991
Bachelor of Arts, Speech Communication
Todd Luniewski LUTCF Todd Luniewski LUTCF's Mutual of Omaha Experience March 1993 - Present
Job Creating Successful Futures for Advisors and Clients in the Western Pennsylvania Area
Industry Financial Services
Experience
Mutual of Omaha March 1993 - Present
Education
The American College
Series 6, 63, 65
Mutual of Omaha March 1993 - Present
Education
The American College
Series 6, 63, 65
Jaime Estrada, LUTCF Jaime Estrada, LUTCF's Mutual of Omaha Experience February 2002 - Present
Job DSM at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha February 2002 - Present
Skills
Disability Insurance, Long Term Care, Critical Illness, Retirement Planning, Annuities, Estate Planning, Employee Benefits, Sales Management, Mutual Funds, Term Life Insurance, Long-term Care, Insurance, Fixed Annuities, Life Insurance, Universal Life, Leadership, Medicare, Management, 401k, IRAs, Long Term Care Insurance, Retirement, Financial Planners
Education
Universidad de Puerto Rico 1989 — 1995
BBA, Accounting
Colegio Bautista de Carolina
GAMA
Essentials of Leadership and Management (2007), Leading for the Front (2013)
The American College
LUTCF
Mutual of Omaha February 2002 - Present
Skills
Disability Insurance, Long Term Care, Critical Illness, Retirement Planning, Annuities, Estate Planning, Employee Benefits, Sales Management, Mutual Funds, Term Life Insurance, Long-term Care, Insurance, Fixed Annuities, Life Insurance, Universal Life, Leadership, Medicare, Management, 401k, IRAs, Long Term Care Insurance, Retirement, Financial Planners
Education
Universidad de Puerto Rico 1989 — 1995
BBA, Accounting
Colegio Bautista de Carolina
GAMA
Essentials of Leadership and Management (2007), Leading for the Front (2013)
The American College
LUTCF
Jeff Waddington, CLU, CLTC Jeff Waddington, CLU, CLTC's Mutual of Omaha Experience April 2000 - August 2007
Job Regional VP specializing in life insurance, linked benefits & business development solutions for independent advisors.
Industry Insurance
Experience
Genworth Financial November 2009 - Present
LifeSource, a Crump company August 2007 - November 2009
Mutual of Omaha April 2000 - August 2007
Farm Bureau Financial Services March 1996 - April 2000
Life Investors Insurance Company of America September 1992 - March 1996
Skills
Insurance, Index Universal Life, Life Insurance, Term Life Insurance, Sales, Universal Life, Training, Marketing, Underwriting, Financial Services, Public Speaking, Practice Management, Sales Management, New Business Development, Recruiting, Business Social Media, Insurance Planning, Relationship Management, Retirement Planning
Education
The American College 1996 — 2004
CLU, LUTCF, Life Insurance, Advanced Planning
Wayne State College 1988 — 1992
BS, Business Administration - Finance
Genworth Financial November 2009 - Present
LifeSource, a Crump company August 2007 - November 2009
Mutual of Omaha April 2000 - August 2007
Farm Bureau Financial Services March 1996 - April 2000
Life Investors Insurance Company of America September 1992 - March 1996
Skills
Insurance, Index Universal Life, Life Insurance, Term Life Insurance, Sales, Universal Life, Training, Marketing, Underwriting, Financial Services, Public Speaking, Practice Management, Sales Management, New Business Development, Recruiting, Business Social Media, Insurance Planning, Relationship Management, Retirement Planning
Education
The American College 1996 — 2004
CLU, LUTCF, Life Insurance, Advanced Planning
Wayne State College 1988 — 1992
BS, Business Administration - Finance
Julie Calvo Julie Calvo's Mutual of Omaha Experience March 2015 - Present
Job Senior System Business Consultant at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha March 2015 - Present
Mutual of Omaha November 1999 - February 2015
U S WEST 1986 - 2000
Kellogg Company August 1980 - August 1984
Skills
Documentation, Troubleshooting, Excel, Microsoft Office, Word, Analysis, Process Improvement, Problem Solving, PowerPoint, Team Leadership, Crisis Management, Change Management, Problem Analysis, Problem Management, Root Cause Analysis, Leadership
Education
Electronic Computer Programming Institute 1984 — 1985
Computer Programming
The College of St. Scholastica 1976 — 1980
Mutual of Omaha March 2015 - Present
Mutual of Omaha November 1999 - February 2015
U S WEST 1986 - 2000
Kellogg Company August 1980 - August 1984
Skills
Documentation, Troubleshooting, Excel, Microsoft Office, Word, Analysis, Process Improvement, Problem Solving, PowerPoint, Team Leadership, Crisis Management, Change Management, Problem Analysis, Problem Management, Root Cause Analysis, Leadership
Education
Electronic Computer Programming Institute 1984 — 1985
Computer Programming
The College of St. Scholastica 1976 — 1980
Joseph Fokken, LTCP, LUTCF Joseph Fokken, LTCP, LUTCF's Mutual of Omaha Experience October 2009 - Present
Job District Sales Manager for Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha October 2009 - Present
Mutual of Omaha June 2009 - October 2009
Mutual of Omaha October 2006 - May 2009
Citi November 2005 - June 2006
Citi April 2004 - October 2005
Citi September 2002 - April 2004
Skills
Fixed Annuities, Disability Insurance, Life Insurance, Long-term Care, Retirement Planning, Insurance, Universal Life, Long Term Care Insurance, Health Insurance, Term Life Insurance, Retirement, Recruiting, Critical Illness, 401k, Financial Services, Medicare, Training, 401k Rollovers, Qualifying Prospects, Sales Management, Roth IRA, Selection, Key Person Insurance, Exit Strategies, Tax Reduction, Agent Development
Education
The American College 2008 — 2011
LUTCF, Insurance and Finance
The University of South Dakota 1995 — 2001
BS, Sociology, Criminal Justice
Yankton High School 1991 — 1995
Diploma, General
Mutual of Omaha October 2009 - Present
Mutual of Omaha June 2009 - October 2009
Mutual of Omaha October 2006 - May 2009
Citi November 2005 - June 2006
Citi April 2004 - October 2005
Citi September 2002 - April 2004
Skills
Fixed Annuities, Disability Insurance, Life Insurance, Long-term Care, Retirement Planning, Insurance, Universal Life, Long Term Care Insurance, Health Insurance, Term Life Insurance, Retirement, Recruiting, Critical Illness, 401k, Financial Services, Medicare, Training, 401k Rollovers, Qualifying Prospects, Sales Management, Roth IRA, Selection, Key Person Insurance, Exit Strategies, Tax Reduction, Agent Development
Education
The American College 2008 — 2011
LUTCF, Insurance and Finance
The University of South Dakota 1995 — 2001
BS, Sociology, Criminal Justice
Yankton High School 1991 — 1995
Diploma, General
Steve Tunink Steve Tunink's Mutual of Omaha Experience 1981 - 1986
Job Managing Partner Ameritas Financial Services of WPA
Industry Financial Services
Experience
Ameritas Investment Corp. 2007 - Present
Ameritas Investment Corp 2000 - Present
Ameritas Financial Services of WPA 1994 - Present
Ameritas Investment Corp. 1986 - Present
Omaha Agency / Ameritas 1989 - 1993
Mutual of Omaha 1981 - 1986
Skills
Insurance, Investments, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Disability Insurance, Series 7
Education
FINRA Securities Licences
Series 6, 63, 7, 26, and 24, Securities Licences
The American College
LUTCF ( Life Underwriting Training Council Fellow ), Personal Insurance, Business Insurance & Benefits, Estate Planning, Ethics, Disability Insurance
Wayne State College
Bachelor's degree, Business Administration, Management and Operations
Ameritas Investment Corp. 2007 - Present
Ameritas Investment Corp 2000 - Present
Ameritas Financial Services of WPA 1994 - Present
Ameritas Investment Corp. 1986 - Present
Omaha Agency / Ameritas 1989 - 1993
Mutual of Omaha 1981 - 1986
Skills
Insurance, Investments, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Disability Insurance, Series 7
Education
FINRA Securities Licences
Series 6, 63, 7, 26, and 24, Securities Licences
The American College
LUTCF ( Life Underwriting Training Council Fellow ), Personal Insurance, Business Insurance & Benefits, Estate Planning, Ethics, Disability Insurance
Wayne State College
Bachelor's degree, Business Administration, Management and Operations
Bryanna Vitale Bryanna Vitale's Mutual of Omaha Experience 2010 - 2011
Job Senior Brand Strategist SEO at Terakeet
Industry Internet
Experience
Terakeet December 2013 - Present
A.M.P Radiation Oncology August 2012 - December 2013
Chestnut Hill Middle School 2011 - 2012
Mutual of Omaha 2010 - 2011
Skills
SEO, Microsoft Office, PowerPoint, Social Networking, Customer Service, Time Management, Marketing, Microsoft Excel, Public Speaking, Facebook, Social Media, Event Planning, Public Relations, Advertising, Blogging, Social Media Marketing
Education
Syracuse University
Bachelors of Science, Public Health
Terakeet December 2013 - Present
A.M.P Radiation Oncology August 2012 - December 2013
Chestnut Hill Middle School 2011 - 2012
Mutual of Omaha 2010 - 2011
Skills
SEO, Microsoft Office, PowerPoint, Social Networking, Customer Service, Time Management, Marketing, Microsoft Excel, Public Speaking, Facebook, Social Media, Event Planning, Public Relations, Advertising, Blogging, Social Media Marketing
Education
Syracuse University
Bachelors of Science, Public Health
Lee Myers Lee Myers's Mutual of Omaha Experience April 2002 - October 2004
Job Enterprise Account Executive at Comcast Business. Carrier Ethernet Solutions Expert
Industry Telecommunications
Experience
Comcast Business May 2013 - Present
Liberty Wealth Strategies, LLC January 2008 - May 2013
The Guardian Life Insurance Company of America January 2008 - November 2010
The Guardian Life Insurance Company of America October 2004 - January 2008
Mutual of Omaha April 2002 - October 2004
NextiraOne (formerly Williams Communications Solutions) April 2000 - April 2001
Sprint (formerly Sprint PCS) May 1997 - April 2000
Skills
FINRA - Series 6, 7,..., Wealth Management, Leadership, Marketing, Sales, Recruiting, Business Development, Strategic Planning, Management, Training, Sales Operations, Account Management, Networking, Enterprise Software, Team Leadership, Cloud Computing, Telecommunications, Metro Ethernet, Market Development, Private Networks, SaaS, Internet Services, Personal Finance, Cross-functional Team..., Business Planning, Solution Selling, Professional Services
Education
The American College 2007 — 2009
Chartered Financial Consultant
Bellevue College 1995 — 1997
Business Management
Lake Washington High School
Comcast Business May 2013 - Present
Liberty Wealth Strategies, LLC January 2008 - May 2013
The Guardian Life Insurance Company of America January 2008 - November 2010
The Guardian Life Insurance Company of America October 2004 - January 2008
Mutual of Omaha April 2002 - October 2004
NextiraOne (formerly Williams Communications Solutions) April 2000 - April 2001
Sprint (formerly Sprint PCS) May 1997 - April 2000
Skills
FINRA - Series 6, 7,..., Wealth Management, Leadership, Marketing, Sales, Recruiting, Business Development, Strategic Planning, Management, Training, Sales Operations, Account Management, Networking, Enterprise Software, Team Leadership, Cloud Computing, Telecommunications, Metro Ethernet, Market Development, Private Networks, SaaS, Internet Services, Personal Finance, Cross-functional Team..., Business Planning, Solution Selling, Professional Services
Education
The American College 2007 — 2009
Chartered Financial Consultant
Bellevue College 1995 — 1997
Business Management
Lake Washington High School
Jeb Stephen, NSSA®, CLF® Jeb Stephen, NSSA®, CLF®'s Mutual of Omaha Experience November 2008 - December 2014
Job Sales Manager at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group January 2015 - Present
Mutual of Omaha November 2008 - December 2014
Northwestern Mutual January 2008 - November 2008
Western & Southern Financial Group November 2002 - January 2008
Caye Stephen & Assoc. April 1999 - November 2002
Education
The American College 2006 — 2010
CLF
The University of Akron 1998 — 2014
Organizational Supervision, Business
The Ohio State University 1999 — 2002
Business
Western & Southern Financial Group January 2015 - Present
Mutual of Omaha November 2008 - December 2014
Northwestern Mutual January 2008 - November 2008
Western & Southern Financial Group November 2002 - January 2008
Caye Stephen & Assoc. April 1999 - November 2002
Education
The American College 2006 — 2010
CLF
The University of Akron 1998 — 2014
Organizational Supervision, Business
The Ohio State University 1999 — 2002
Business
Rodney Adkison Rodney Adkison's Mutual of Omaha Experience 1991 - 1995
Job Account Manager at Get Marketing
Industry Marketing and Advertising
Experience
Get Marketing July 1999 - Present
Eurpac Service Company March 1996 - June 1999
Mutual of Omaha 1991 - 1995
Skills
Account Management, Advertising, Marketing Strategy, Sales, Customer Service, Product Marketing, Leadership, Marketing Communications, Retail, Strategic Planning, Social Media Marketing, Social Media, Training, Direct Sales, Marketing, Sales Process, Budgets, Sales Operations, Sales Presentations, Salesforce.com, Project Management, Selling, CRM, Market Planning, Lead Generation, Direct Marketing, Competitive Analysis, Key Account Management, Online Advertising, Online Marketing, Strategic Partnerships, Sales Management, Strategy, New Business Development, Solution Selling, Product Management, Channel Partners, Brand Development, Forecasting, Contract Negotiation, Business Planning, Business Development
Education
Texas Tech University 1984 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Get Marketing July 1999 - Present
Eurpac Service Company March 1996 - June 1999
Mutual of Omaha 1991 - 1995
Skills
Account Management, Advertising, Marketing Strategy, Sales, Customer Service, Product Marketing, Leadership, Marketing Communications, Retail, Strategic Planning, Social Media Marketing, Social Media, Training, Direct Sales, Marketing, Sales Process, Budgets, Sales Operations, Sales Presentations, Salesforce.com, Project Management, Selling, CRM, Market Planning, Lead Generation, Direct Marketing, Competitive Analysis, Key Account Management, Online Advertising, Online Marketing, Strategic Partnerships, Sales Management, Strategy, New Business Development, Solution Selling, Product Management, Channel Partners, Brand Development, Forecasting, Contract Negotiation, Business Planning, Business Development
Education
Texas Tech University 1984 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cynthia Mark Cynthia Mark's Mutual of Omaha Experience 1992 - 1996
Job Associate Benefits Consultant at WJ Alexander & Associates, P.C.
Industry Insurance
Experience
WJ Alexander & Associates, P.C. June 2005 - Present
Congregation Beth Yeshurun 1974 - 2011
Prudential Financial 1999 - 2004
ASO North America 1997 - 1999
First Health 1996 - 1997
Mutual of Omaha 1992 - 1996
Skills
Excel, PowerPoint
Education
Texas A&M University 1986 — 1990
BBA, Management
Wharton School, University of Pennsylvania
CEBS, Insurance
WJ Alexander & Associates, P.C. June 2005 - Present
Congregation Beth Yeshurun 1974 - 2011
Prudential Financial 1999 - 2004
ASO North America 1997 - 1999
First Health 1996 - 1997
Mutual of Omaha 1992 - 1996
Skills
Excel, PowerPoint
Education
Texas A&M University 1986 — 1990
BBA, Management
Wharton School, University of Pennsylvania
CEBS, Insurance
Gerald Frye Gerald Frye's Mutual of Omaha Experience 1975 - 1978
Job President, The Benefit Services Group, Inc. | Where we provide customized, fullcircle employee benefit consulting
Industry Insurance
Experience
The Benefit Services Group, Inc. 1987 - Present
Frank B. Hall 1984 - 1987
New York Life Insurance Company 1980 - 1984
Catholic Knights 1979 - 1980
Mutual of Omaha 1975 - 1978
Skills
Health Insurance, Insurance, Disability Insurance, Strategic Planning, Benefits Administration, Managed Care, Health Savings Accounts, Healthcare, Workers Compensation, Captives, Account Management, Consulting, Long-term Care, Life Insurance, Term Life Insurance, Group Insurance, Health Care Reform, Medicare, Health Policy, Brokers, Underwriting, Accident, Long Term Care Insurance, COBRA, Universal Life, Critical Illness, Whole Life, Claim, Legal Liability, Employee Wellness, Fixed Annuities, Reinsurance, Medicare Part D, Claims Management, Healthcare Consulting, Dentistry, Benefits Design, Disease Management, Flexible Spending..., Cafeteria Plans, Quality Improvement, Self-funded, HMO, Group Medical, Medicaid, Pharmacy Benefit..., Vision Insurance, Healthcare Industry, HIPAA, Healthcare Management
Education
The American College 1983 — 2005
Chartered Life Underwriter (CLU), Insurance
University of Wisconsin-Milwaukee 1973 — 1978
Accounting and Chemistry
The Benefit Services Group, Inc. 1987 - Present
Frank B. Hall 1984 - 1987
New York Life Insurance Company 1980 - 1984
Catholic Knights 1979 - 1980
Mutual of Omaha 1975 - 1978
Skills
Health Insurance, Insurance, Disability Insurance, Strategic Planning, Benefits Administration, Managed Care, Health Savings Accounts, Healthcare, Workers Compensation, Captives, Account Management, Consulting, Long-term Care, Life Insurance, Term Life Insurance, Group Insurance, Health Care Reform, Medicare, Health Policy, Brokers, Underwriting, Accident, Long Term Care Insurance, COBRA, Universal Life, Critical Illness, Whole Life, Claim, Legal Liability, Employee Wellness, Fixed Annuities, Reinsurance, Medicare Part D, Claims Management, Healthcare Consulting, Dentistry, Benefits Design, Disease Management, Flexible Spending..., Cafeteria Plans, Quality Improvement, Self-funded, HMO, Group Medical, Medicaid, Pharmacy Benefit..., Vision Insurance, Healthcare Industry, HIPAA, Healthcare Management
Education
The American College 1983 — 2005
Chartered Life Underwriter (CLU), Insurance
University of Wisconsin-Milwaukee 1973 — 1978
Accounting and Chemistry
Cliff Mueller Cliff Mueller's Mutual of Omaha Experience January 2009 - Present
Job Financial Representative for Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha January 2009 - Present
United American Insurance July 2006 - January 2009
Education
Texas A&M University
Economics
Mutual of Omaha January 2009 - Present
United American Insurance July 2006 - January 2009
Education
Texas A&M University
Economics
Angie O'Brien Angie O'Brien's Mutual of Omaha Experience 1996 - 2000
Job Vice President Finance at Cook Children's
Industry Hospital & Health Care
Experience
Cook Children's Health Care System April 2012 - Present
Cook Children's Health Care System January 2011 - April 2012
DFW International Airport May 2004 - January 2011
HighPoint Patient Services 2002 - 2004
McDonalds 2001 - 2002
Mutual of Omaha 1996 - 2000
Skills
CPA, Internal Controls, GAAP, Variance Analysis, Forecasting, Accounting, Financial Modeling, Strategic Planning, Program Management, Financial Reporting, Team Building, Budgets, Leadership, Business Analysis, Change Management, Finance, Strategic Financial..., Analysis, Six Sigma, Management, Financial Analysis, Insurance, Sarbanes-Oxley Act, Managerial Finance, Auditing, Business Process..., Capital Budgeting, Process Improvement, Due Diligence, Mergers & Acquisitions, Risk Management, General Ledger, Corporate Finance, Executive Management, Business Planning, Strategy, Healthcare, Healthcare Information..., Contract Negotiation, Operations Management, Healthcare Management
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2003
MBA
University of Nebraska at Omaha 1991 — 1995
BS, Accounting
Cook Children's Health Care System April 2012 - Present
Cook Children's Health Care System January 2011 - April 2012
DFW International Airport May 2004 - January 2011
HighPoint Patient Services 2002 - 2004
McDonalds 2001 - 2002
Mutual of Omaha 1996 - 2000
Skills
CPA, Internal Controls, GAAP, Variance Analysis, Forecasting, Accounting, Financial Modeling, Strategic Planning, Program Management, Financial Reporting, Team Building, Budgets, Leadership, Business Analysis, Change Management, Finance, Strategic Financial..., Analysis, Six Sigma, Management, Financial Analysis, Insurance, Sarbanes-Oxley Act, Managerial Finance, Auditing, Business Process..., Capital Budgeting, Process Improvement, Due Diligence, Mergers & Acquisitions, Risk Management, General Ledger, Corporate Finance, Executive Management, Business Planning, Strategy, Healthcare, Healthcare Information..., Contract Negotiation, Operations Management, Healthcare Management
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2003
MBA
University of Nebraska at Omaha 1991 — 1995
BS, Accounting
Rick Ruiz, LUTCF Rick Ruiz, LUTCF's Mutual of Omaha Experience January 2009 - April 2015
Job Managing Director at HF Financial
Industry Financial Services
Experience
HF Financial May 2015 - Present
Mutual of Omaha January 2009 - April 2015
Mutual of Omaha December 2006 - December 2008
Skills
Universal Life, Disability Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Whole Life, Life Insurance, Long Term Care Insurance, Financial Planners, Critical Illness, Insurance, Health Insurance, Retirement, Employee Benefits, 401k, IRAs, Accident, Permanent Life Insurance, Health Savings Accounts, Licensed Life & Health..., Retirement Planning, Roth IRA, Series 6, 401k Rollovers, Accident Insurance, Group Insurance, Sales Leadership..., Medicare, Variable Annuities
Education
The American College
LUTCF
HF Financial May 2015 - Present
Mutual of Omaha January 2009 - April 2015
Mutual of Omaha December 2006 - December 2008
Skills
Universal Life, Disability Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Whole Life, Life Insurance, Long Term Care Insurance, Financial Planners, Critical Illness, Insurance, Health Insurance, Retirement, Employee Benefits, 401k, IRAs, Accident, Permanent Life Insurance, Health Savings Accounts, Licensed Life & Health..., Retirement Planning, Roth IRA, Series 6, 401k Rollovers, Accident Insurance, Group Insurance, Sales Leadership..., Medicare, Variable Annuities
Education
The American College
LUTCF
Kirstin Gallagher Kirstin Gallagher's Mutual of Omaha Experience October 1997 - February 2000
Job President/Owner at Gallagher Consulting, Inc.
Industry Management Consulting
Experience
Gallagher Consulting, Inc. April 2002 - Present
The Harry A. Koch Co. April 2000 - March 2002
Mutual of Omaha October 1997 - February 2000
Nebraska Equal Opportunity Commission 1995 - 1997
U.S. Department of Justice 1991 - 1994
Skills
Policy, Human Resources, Workers Compensation, Affirmative Action..., Employee Benefits, Employment Law..., Risk Management, Organizational..., Succession Planning, Workforce Planning, Job Descriptions, Employment Law, Leadership Development, Deferred Compensation, Performance Management
Education
The University of Kansas 1989 — 1991
BA, Political Science
Texas Christian University 1987 — 1989
Political Science
Central High School 1983 — 1987
Diploma
Gallagher Consulting, Inc. April 2002 - Present
The Harry A. Koch Co. April 2000 - March 2002
Mutual of Omaha October 1997 - February 2000
Nebraska Equal Opportunity Commission 1995 - 1997
U.S. Department of Justice 1991 - 1994
Skills
Policy, Human Resources, Workers Compensation, Affirmative Action..., Employee Benefits, Employment Law..., Risk Management, Organizational..., Succession Planning, Workforce Planning, Job Descriptions, Employment Law, Leadership Development, Deferred Compensation, Performance Management
Education
The University of Kansas 1989 — 1991
BA, Political Science
Texas Christian University 1987 — 1989
Political Science
Central High School 1983 — 1987
Diploma
Sam Corey Jr CLU FLMI LTCP Sam Corey Jr CLU FLMI LTCP's Mutual of Omaha Experience 1994 - Present
Job National IMO specializing in medical products for seniors
Industry Insurance
Experience
The Brokerage Resource 1992 - Present
Mutual of Omaha 1994 - Present
Long Term Care Insurance Leaders Coalition 2007 - Present
WellCare 2006 - 2009
Consultants & Administrators 1984 - 1992
Provident Indemnity Life Insurance Co 1965 - 1984
Skills
Building Independent..., Medicare, Long Term Care, Medicare Supplements, Dental, New Business Development, Critical Illness, Long-term Care, Dentistry, Insurance, Dental Insurance, Short Term Medical, Brokers, Long Term Care Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Health Insurance, Underwriting, Retirement, Fixed Annuities, Strategic Financial..., Employee Benefits, Small Business, Whole Life, Management, Marketing, Universal Life, 401k
Education
The University of Georgia 1961 — 1965
BBA, Insurance
Temple University 1968 — 1970
MBA Program- no degree, Insurance
American College of Life Underwriters 1966 — 1968
CLU Designation - 1968, Chartered Life Underwriter - CLU
The Brokerage Resource 1992 - Present
Mutual of Omaha 1994 - Present
Long Term Care Insurance Leaders Coalition 2007 - Present
WellCare 2006 - 2009
Consultants & Administrators 1984 - 1992
Provident Indemnity Life Insurance Co 1965 - 1984
Skills
Building Independent..., Medicare, Long Term Care, Medicare Supplements, Dental, New Business Development, Critical Illness, Long-term Care, Dentistry, Insurance, Dental Insurance, Short Term Medical, Brokers, Long Term Care Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Health Insurance, Underwriting, Retirement, Fixed Annuities, Strategic Financial..., Employee Benefits, Small Business, Whole Life, Management, Marketing, Universal Life, 401k
Education
The University of Georgia 1961 — 1965
BBA, Insurance
Temple University 1968 — 1970
MBA Program- no degree, Insurance
American College of Life Underwriters 1966 — 1968
CLU Designation - 1968, Chartered Life Underwriter - CLU
Jim Medici, CLU, CLTC Jim Medici, CLU, CLTC's Mutual of Omaha Experience 1999 - 2007
Job Insurance Sales&Marketing
Industry Insurance
Experience
LifeQuotes Inc January 2012 - 2013
ZenithMarketingGroup/RasberryAgency 2007 - 2010
Mutual of Omaha 1999 - 2007
BISYS 1986 - 1999
Skills
Business Relationship..., Increasing Revenue, Staff Mentoring, Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Disability Insurance, Underwriting, Life Insurance, Brokers, Retirement, Retirement Planning, Whole Life, Health Insurance, Critical Illness, 401k, Universal Life, Wealth, Marketing, Insurance Brokerage, Relationship Management
Education
Fairfield University
BA, PoliSci &Business
The American College
CLU, Insurance
LifeQuotes Inc January 2012 - 2013
ZenithMarketingGroup/RasberryAgency 2007 - 2010
Mutual of Omaha 1999 - 2007
BISYS 1986 - 1999
Skills
Business Relationship..., Increasing Revenue, Staff Mentoring, Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Disability Insurance, Underwriting, Life Insurance, Brokers, Retirement, Retirement Planning, Whole Life, Health Insurance, Critical Illness, 401k, Universal Life, Wealth, Marketing, Insurance Brokerage, Relationship Management
Education
Fairfield University
BA, PoliSci &Business
The American College
CLU, Insurance
Blayne Gale Blayne Gale's Mutual of Omaha Experience June 1995 - June 2003
Job New York Life Agent, active member of the Northern Nevada area, blessed father of 2, grandfather of 3 & loving husband
Industry Financial Services
Experience
Eagle Strategies, LLC July 2003 - Present
Mutual of Omaha June 1995 - June 2003
G & H Kitchen Remodeling October 1989 - June 1993
US Navy April 1985 - May 1988
Skills
Small Business, Protection..., Key Person Protection, Insurance, Retirement Planning, Investments, 401(k) Rollovers, CLU, Annuity Sales, Succession Planning, Disability Insurance, Financial Services, Fixed Annuities, Life Insurance, Term Life Insurance, Securities, Retirement, Long-term Care, IRAs, Estate Planning, Financial Planning, Protection Planning
Education
The American College 1995 — 2011
Chartered Life Underwriter, Financial Planning and Services
The American College 1999 — 2006
Chartered Financial Consultant ChFC, Financial Planning and Services
The American College 2001 — 2003
Life Underwriting Council Fellow LUTCF, Accounting and Finance
Eagle Strategies, LLC July 2003 - Present
Mutual of Omaha June 1995 - June 2003
G & H Kitchen Remodeling October 1989 - June 1993
US Navy April 1985 - May 1988
Skills
Small Business, Protection..., Key Person Protection, Insurance, Retirement Planning, Investments, 401(k) Rollovers, CLU, Annuity Sales, Succession Planning, Disability Insurance, Financial Services, Fixed Annuities, Life Insurance, Term Life Insurance, Securities, Retirement, Long-term Care, IRAs, Estate Planning, Financial Planning, Protection Planning
Education
The American College 1995 — 2011
Chartered Life Underwriter, Financial Planning and Services
The American College 1999 — 2006
Chartered Financial Consultant ChFC, Financial Planning and Services
The American College 2001 — 2003
Life Underwriting Council Fellow LUTCF, Accounting and Finance
Justin Mims Justin Mims's Mutual of Omaha Experience September 2014 - Present
Job Financial Services Representative at Mutual of Omaha
Industry
Experience
Mutual of Omaha September 2014 - Present
Course Hero, Inc. September 2013 - December 2013
The William Penn Inn February 2009 - November 2013
U.S. Toy Company / Constructive Playthings March 2006 - February 2009
Skills
Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Customer Service, Communication, Economics
Education
Temple University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Montgomery County Community College 2009 — 2010
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Mutual of Omaha September 2014 - Present
Course Hero, Inc. September 2013 - December 2013
The William Penn Inn February 2009 - November 2013
U.S. Toy Company / Constructive Playthings March 2006 - February 2009
Skills
Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Customer Service, Communication, Economics
Education
Temple University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Montgomery County Community College 2009 — 2010
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Dominique Pruitt's Mutual of Omaha Experience July 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
Mutual of Omaha July 2015 - Present
Capital One Home Loans May 2014 - July 2015
Capital One Home Loans May 2014 - July 2015
Capital One Home Loans August 2013 - May 2014
Syracuse University August 2011 - May 2013
Target August 2012 - December 2012
Syracuse University February 2011 - May 2012
Omega Psi Phi Fraternity, Inc. Kappa Chapter at Syracuse University April 2010 - May 2012
Skills
Financial Services, Financial Planning, Financial Analysis, Tutoring, Public Speaking, Microsoft Office, Social Media, Event Planning, PowerPoint, Fundraising, Research, Microsoft Excel, Microsoft Word, Blogging, Community Outreach, SPSS, Leadership, Outlook, Customer Service, Life Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Syracuse University 2008 — 2012
Bachelor of Science (BS), Psychology
Mutual of Omaha July 2015 - Present
Capital One Home Loans May 2014 - July 2015
Capital One Home Loans May 2014 - July 2015
Capital One Home Loans August 2013 - May 2014
Syracuse University August 2011 - May 2013
Target August 2012 - December 2012
Syracuse University February 2011 - May 2012
Omega Psi Phi Fraternity, Inc. Kappa Chapter at Syracuse University April 2010 - May 2012
Skills
Financial Services, Financial Planning, Financial Analysis, Tutoring, Public Speaking, Microsoft Office, Social Media, Event Planning, PowerPoint, Fundraising, Research, Microsoft Excel, Microsoft Word, Blogging, Community Outreach, SPSS, Leadership, Outlook, Customer Service, Life Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Syracuse University 2008 — 2012
Bachelor of Science (BS), Psychology
Justin A. Parisi Justin A. Parisi's Mutual of Omaha Experience November 2012 - April 2014
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
Mutual of Omaha November 2012 - April 2014
Nationwide Insurance September 2008 - November 2012
Keller Williams Greater Columbus Realty May 2007 - June 2011
Discover Financial Services November 2003 - September 2008
Skills
Investments, Series 6, Retirement Planning, Mutual Funds, 401k, Fixed Annuities, Financial Services, IRAs, Retirement, Life Insurance, Financial Advisory, Asset Allocation, Defined Contribution..., Participant and Plan..., 401(k) Plan Design, Strategic Financial..., Variable Annuities, Outside Sales, ERISA, Real Estate Transactions, Real Estate Sales..., Qualified Retirement..., Consultative Sales..., Profit Sharing, Retirement Plan..., Benefit Cost Analysis, Series 7, Series 66, Financial Planning, Uniform Combined State...
Education
The Ohio State University Fisher College of Business 2001 — 2007
B.S., Business Administration
TD Ameritrade April 2014 - Present
Mutual of Omaha November 2012 - April 2014
Nationwide Insurance September 2008 - November 2012
Keller Williams Greater Columbus Realty May 2007 - June 2011
Discover Financial Services November 2003 - September 2008
Skills
Investments, Series 6, Retirement Planning, Mutual Funds, 401k, Fixed Annuities, Financial Services, IRAs, Retirement, Life Insurance, Financial Advisory, Asset Allocation, Defined Contribution..., Participant and Plan..., 401(k) Plan Design, Strategic Financial..., Variable Annuities, Outside Sales, ERISA, Real Estate Transactions, Real Estate Sales..., Qualified Retirement..., Consultative Sales..., Profit Sharing, Retirement Plan..., Benefit Cost Analysis, Series 7, Series 66, Financial Planning, Uniform Combined State...
Education
The Ohio State University Fisher College of Business 2001 — 2007
B.S., Business Administration
Jeff Jager, ATP, PMP's Mutual of Omaha Experience 1998 - 1999
Job Chief Pilot and Operations Officer at USCG Air Station Barbers Point, Hawaii
Industry Military
Experience
U.S. Coast Guard March 2015 - Present
U.S. Coast Guard June 2013 - March 2015
U.S. Coast Guard August 2011 - June 2012
U.S. Coast Guard June 2008 - June 2011
Northwest Airlines 1999 - 2011
U.S. Coast Guard November 2003 - January 2010
U.S. Coast Guard November 2003 - January 2010
U.S. Coast Guard June 2006 - June 2008
Mutual of Omaha 1998 - 1999
Grand Aire Express June 1998 - August 1998
Skills
Aviation, Commercial Aviation, Air Operations, Airline Transport Pilot, Intelligence, Emergency Management, Incident Command, ICS Instructor, Law Enforcement..., Quality Management, Contingency Planning, Homeland Security, Homeland Defense, Joint Military..., CFI, CFII, Airplane Multiengine..., Military, Performance Improvement, Performance Management, Top Secret, Airlines, Flight Training, Security Clearance, Aircraft, Military Operations, Military Aviation, Military Experience, Interagency Coordination, Military Training, Piloting, Program Management, Project Management, Law Enforcement
Education
National Intelligence University 2012 — 2013
Master's Degree, MS- Strategic Intelligence
The National Graduate School 2004 — 2005
Master's Degree, Quality Systems Management
U.S. Navy Flight School 1990 — 1991
Designated Coast Guard Aviator, Fixed Wing
University of Wisconsin-Milwaukee 1985 — 1989
Bachelor's Degree, Business Administration, Marketing
U.S. Coast Guard March 2015 - Present
U.S. Coast Guard June 2013 - March 2015
U.S. Coast Guard August 2011 - June 2012
U.S. Coast Guard June 2008 - June 2011
Northwest Airlines 1999 - 2011
U.S. Coast Guard November 2003 - January 2010
U.S. Coast Guard November 2003 - January 2010
U.S. Coast Guard June 2006 - June 2008
Mutual of Omaha 1998 - 1999
Grand Aire Express June 1998 - August 1998
Skills
Aviation, Commercial Aviation, Air Operations, Airline Transport Pilot, Intelligence, Emergency Management, Incident Command, ICS Instructor, Law Enforcement..., Quality Management, Contingency Planning, Homeland Security, Homeland Defense, Joint Military..., CFI, CFII, Airplane Multiengine..., Military, Performance Improvement, Performance Management, Top Secret, Airlines, Flight Training, Security Clearance, Aircraft, Military Operations, Military Aviation, Military Experience, Interagency Coordination, Military Training, Piloting, Program Management, Project Management, Law Enforcement
Education
National Intelligence University 2012 — 2013
Master's Degree, MS- Strategic Intelligence
The National Graduate School 2004 — 2005
Master's Degree, Quality Systems Management
U.S. Navy Flight School 1990 — 1991
Designated Coast Guard Aviator, Fixed Wing
University of Wisconsin-Milwaukee 1985 — 1989
Bachelor's Degree, Business Administration, Marketing
Chuck Crosley's Mutual of Omaha Experience April 2011 - January 2012
Job at
Industry Insurance
Experience
Aflac January 2015 - Present
Seniors Trust February 2012 - Present
Mutual of Omaha April 2011 - January 2012
Texas Best Nutrition April 1999 - November 2010
GNC August 1992 - November 1997
Bartling Oil Co May 1987 - September 1992
Columbia Gas Development Corp September 1981 - May 1987
Skills
Insurance, Management, Sales Management, Marketing, Sales, Account Management, Marketing Strategy, Small Business, Selling, Customer Service, Health Insurance, Long-term Care, Life Insurance, New Business Development, Disability Insurance, Team Building
Education
Texas A&M University 1974 — 1980
Bachelor of Business Administration (BBA), Accounting and Finance
Aflac January 2015 - Present
Seniors Trust February 2012 - Present
Mutual of Omaha April 2011 - January 2012
Texas Best Nutrition April 1999 - November 2010
GNC August 1992 - November 1997
Bartling Oil Co May 1987 - September 1992
Columbia Gas Development Corp September 1981 - May 1987
Skills
Insurance, Management, Sales Management, Marketing, Sales, Account Management, Marketing Strategy, Small Business, Selling, Customer Service, Health Insurance, Long-term Care, Life Insurance, New Business Development, Disability Insurance, Team Building
Education
Texas A&M University 1974 — 1980
Bachelor of Business Administration (BBA), Accounting and Finance
Doug Good Doug Good's Mutual of Omaha Experience December 2002 - Present
Job District Sales Manager at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha December 2002 - Present
Education
The American College
Mutual of Omaha December 2002 - Present
Education
The American College
Stacy Ervin Holland Stacy Ervin Holland's Mutual of Omaha Experience 2013 - 2013
Job Director at South Coast Literacy Council
Industry Education Management
Experience
South Coast Literacy DirectorSouth Coast Literacy CouncilJuly 2014 - Present
Mutual of Omaha 2013 - 2013
Customer 2008 - 2009
Skills
Disability Insurance, Insurance, Health Insurance, Term Life Insurance, Fixed Annuities, Long Term Care Insurance, Universal Life, Life Insurance, Long-term Care, Critical Illness, Whole Life, Medicare, IRAs, Brokers, 401k Rollovers, 401k, Variable Annuities, Employee Benefits, Retirement Planning, Retirement
Education
Texas A&M University 1981 — 1985
Bachelor of Science (BS), Psychology
The University of Texas at Arlington
MSSW, Social Work
South Coast Literacy DirectorSouth Coast Literacy CouncilJuly 2014 - Present
Mutual of Omaha 2013 - 2013
Customer 2008 - 2009
Skills
Disability Insurance, Insurance, Health Insurance, Term Life Insurance, Fixed Annuities, Long Term Care Insurance, Universal Life, Life Insurance, Long-term Care, Critical Illness, Whole Life, Medicare, IRAs, Brokers, 401k Rollovers, 401k, Variable Annuities, Employee Benefits, Retirement Planning, Retirement
Education
Texas A&M University 1981 — 1985
Bachelor of Science (BS), Psychology
The University of Texas at Arlington
MSSW, Social Work
Virgil Harraway Virgil Harraway's Mutual of Omaha Experience May 2011 - January 2015
Job SALES MANAGER ,SUPERVISOR, BENEFITS CONSULTANT
Industry Insurance
Experience
CareMore Health Plan August 2012 - September 2015
Mutual of Omaha May 2011 - January 2015
Longevity Alliance Inc November 2008 - May 2011
Colonial Supplemental Insurance September 2007 - May 2011
A.G.I.A Insurance Services July 2003 - September 2007
Conseco Financial November 2001 - July 2003
American Express January 1996 - July 2001
American Express January 1996 - July 1998
Skills
Budgets, Strategic Planning, Health Insurance, Sales Operations, Marketing, Customer Satisfaction, Coaching, Disability Insurance, Banking, MS Project, Direct Sales, New Business Development, Contract Negotiation, Six Sigma, Databases, Visio, Process Improvement, Medicare, Insurance, Sales, Training
Education
The Master's College 1981 — 1986
B.A, Business Administration and Management
The Master's College 1981 — 1986
Bachelor's Degree- Business Administration/Management, Business, Management, Marketing, and Related Support Services
CareMore Health Plan August 2012 - September 2015
Mutual of Omaha May 2011 - January 2015
Longevity Alliance Inc November 2008 - May 2011
Colonial Supplemental Insurance September 2007 - May 2011
A.G.I.A Insurance Services July 2003 - September 2007
Conseco Financial November 2001 - July 2003
American Express January 1996 - July 2001
American Express January 1996 - July 1998
Skills
Budgets, Strategic Planning, Health Insurance, Sales Operations, Marketing, Customer Satisfaction, Coaching, Disability Insurance, Banking, MS Project, Direct Sales, New Business Development, Contract Negotiation, Six Sigma, Databases, Visio, Process Improvement, Medicare, Insurance, Sales, Training
Education
The Master's College 1981 — 1986
B.A, Business Administration and Management
The Master's College 1981 — 1986
Bachelor's Degree- Business Administration/Management, Business, Management, Marketing, and Related Support Services
Josh Meyer, LUTCF Josh Meyer, LUTCF's Mutual of Omaha Experience December 2013 - Present
Job Field Sales Consultant
Industry Financial Services
Experience
Mutual of Omaha December 2013 - Present
Mutual of Omaha 2008 - Present
Mutual of Omaha 2010 - December 2013
Accountemps February 2008 - November 2008
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Wealth, Asset Protection, Long Term Care, Life Insurance Planning, Disability Insurance, Health Insurance, Social Security..., Medicare Supplements, Medicare Part D, Policy Reviews, Business Insurance, Critical Illness..., Accident Insurance, Life Insurance, Insurance, Long-term Care, Medicare, Critical Illness, Retirement, Financial Planners, Small Business, Policy, Investments, 401k, Long Term Care Insurance, Financial Services, Finance, Term Life Insurance, IRAs, Mutual Funds, Strategic Financial..., Universal Life, Whole Life, Employee Benefits, Underwriting, Roth IRA, Series 63, Permanent Life Insurance, Wealth Management, Team Building, Leadership, Sales, Management, Marketing
Education
The American College 2010 — 2012
LUTCF, Advanced Training on Life, Health and Retirement planning.
The Ohio State University - The Max M. Fisher College of Business 1998 — 2002
B.S.B.A., Finance
Rocky River High School 1993 — 1997
Diploma, College Prep
Mutual of Omaha December 2013 - Present
Mutual of Omaha 2008 - Present
Mutual of Omaha 2010 - December 2013
Accountemps February 2008 - November 2008
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Wealth, Asset Protection, Long Term Care, Life Insurance Planning, Disability Insurance, Health Insurance, Social Security..., Medicare Supplements, Medicare Part D, Policy Reviews, Business Insurance, Critical Illness..., Accident Insurance, Life Insurance, Insurance, Long-term Care, Medicare, Critical Illness, Retirement, Financial Planners, Small Business, Policy, Investments, 401k, Long Term Care Insurance, Financial Services, Finance, Term Life Insurance, IRAs, Mutual Funds, Strategic Financial..., Universal Life, Whole Life, Employee Benefits, Underwriting, Roth IRA, Series 63, Permanent Life Insurance, Wealth Management, Team Building, Leadership, Sales, Management, Marketing
Education
The American College 2010 — 2012
LUTCF, Advanced Training on Life, Health and Retirement planning.
The Ohio State University - The Max M. Fisher College of Business 1998 — 2002
B.S.B.A., Finance
Rocky River High School 1993 — 1997
Diploma, College Prep
Atit Shah Atit Shah's Mutual of Omaha Experience May 2012 - August 2012
Job Regional Internal Consultant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2014 - Present
Nationwide Financial July 2013 - June 2014
Rodier Law Office August 2012 - May 2013
Mutual of Omaha May 2012 - August 2012
Tory Burch June 2010 - August 2010
Skills
Finance, Marketing, Accounts Payable, QuickBooks, Accounts Receivable, Account Reconciliation, Bookkeeping, Payroll, Invoicing, Spreadsheets, Financial Reporting, Microsoft Excel, Wealth Management, Financial Statements, Investment Management, Retirement Planning
Education
The Ohio State University 2009 — 2013
Bachelor of Science in Financial Planning
Nationwide Financial June 2014 - Present
Nationwide Financial July 2013 - June 2014
Rodier Law Office August 2012 - May 2013
Mutual of Omaha May 2012 - August 2012
Tory Burch June 2010 - August 2010
Skills
Finance, Marketing, Accounts Payable, QuickBooks, Accounts Receivable, Account Reconciliation, Bookkeeping, Payroll, Invoicing, Spreadsheets, Financial Reporting, Microsoft Excel, Wealth Management, Financial Statements, Investment Management, Retirement Planning
Education
The Ohio State University 2009 — 2013
Bachelor of Science in Financial Planning
Jason Guy Jason Guy's Mutual of Omaha Experience March 1995 - March 1998
Job Sr. EE Benefits Consultant at Standard Insurance Company
Industry Insurance
Experience
Standard Insurance Company March 1998 - Present
Mutual of Omaha March 1995 - March 1998
Skills
Employee Benefits, Disability Insurance, Benefits Administration, Insurance, Life Insurance, Term Life Insurance, Health Insurance, Healthcare, Underwriting, Account Management, Customer Service, Strategic Planning, Leadership, Sales
Education
Texas A&M University 1989 — 1994
Bachelor of Business Administration, Management, Cum Laude
Standard Insurance Company March 1998 - Present
Mutual of Omaha March 1995 - March 1998
Skills
Employee Benefits, Disability Insurance, Benefits Administration, Insurance, Life Insurance, Term Life Insurance, Health Insurance, Healthcare, Underwriting, Account Management, Customer Service, Strategic Planning, Leadership, Sales
Education
Texas A&M University 1989 — 1994
Bachelor of Business Administration, Management, Cum Laude
Benjamin Sidoti's Mutual of Omaha Experience May 2011 - September 2011
Job Documentary Filmmaker
Industry Media Production
Experience
Freelance Cinematographer and Camera Assistant February 2015 - Present
Freelance November 2011 - Present
Part2 Pictures April 2013 - February 2015
Part2 Pictures June 2012 - March 2013
Turner Broadcasting System January 2009 - October 2011
Mutual of Omaha May 2011 - September 2011
Daktronics January 2009 - April 2011
Universal Pictures August 2010 - March 2011
University of Georgia 2006 - May 2010
Georgia Gameday March 2006 - March 2010
Skills
After Effects, Compressor, Production, Lighting, Post Production, Audio, Final Cut Pro, Video Editing, Lightroom, Photoshop, Videography, Video, Final Cut Studio, Editing, Television, Camera, Video Production, DVD Studio Pro, Broadcast, Social Media, New Media, Mac, Photography, Facebook, Social Networking, Acting, Word, PowerPoint, Audio Editing, Camera Operating, Producing, Blogging, Camera Operation, Sound
Education
The University of Georgia 2006 — 2010
A.B.J., Telecommunications/Spanish
Freelance Cinematographer and Camera Assistant February 2015 - Present
Freelance November 2011 - Present
Part2 Pictures April 2013 - February 2015
Part2 Pictures June 2012 - March 2013
Turner Broadcasting System January 2009 - October 2011
Mutual of Omaha May 2011 - September 2011
Daktronics January 2009 - April 2011
Universal Pictures August 2010 - March 2011
University of Georgia 2006 - May 2010
Georgia Gameday March 2006 - March 2010
Skills
After Effects, Compressor, Production, Lighting, Post Production, Audio, Final Cut Pro, Video Editing, Lightroom, Photoshop, Videography, Video, Final Cut Studio, Editing, Television, Camera, Video Production, DVD Studio Pro, Broadcast, Social Media, New Media, Mac, Photography, Facebook, Social Networking, Acting, Word, PowerPoint, Audio Editing, Camera Operating, Producing, Blogging, Camera Operation, Sound
Education
The University of Georgia 2006 — 2010
A.B.J., Telecommunications/Spanish
DIATRA PENELTON JAMES, CFE CICA DIATRA PENELTON JAMES, CFE CICA's Mutual of Omaha Experience February 2014 - May 2015
Job Managing Director Penelton Consulting Services, LLC
Industry Accounting
Experience
Penelton Consulting Services, LLC January 1999 - Present
Game Changerz, Inc. April 2012 - Present
Mutual of Omaha February 2014 - May 2015
Halliburton April 2009 - February 2014
Halliburton December 2007 - April 2009
Robert Half Management Resources March 2007 - December 2007
BP May 2001 - March 2007
Equiva Services LLC 1998 - 2001
Skills
Auditing, Internal Controls, Compliance, Budget, FCPA, UK Bribery Act, Accounting, Fixed Assets, US GAAP, Internal Audit, Sarbanes-Oxley Act, IFRS, SAP, Budgets, Program Management, Managerial Finance
Education
Texas Southern University
BBA, Accounting
James Madison High School
Penelton Consulting Services, LLC January 1999 - Present
Game Changerz, Inc. April 2012 - Present
Mutual of Omaha February 2014 - May 2015
Halliburton April 2009 - February 2014
Halliburton December 2007 - April 2009
Robert Half Management Resources March 2007 - December 2007
BP May 2001 - March 2007
Equiva Services LLC 1998 - 2001
Skills
Auditing, Internal Controls, Compliance, Budget, FCPA, UK Bribery Act, Accounting, Fixed Assets, US GAAP, Internal Audit, Sarbanes-Oxley Act, IFRS, SAP, Budgets, Program Management, Managerial Finance
Education
Texas Southern University
BBA, Accounting
James Madison High School
Sandra A. Hosea Sandra A. Hosea's Mutual of Omaha Experience June 1988 - May 1993
Job Paralegal
Industry Law Practice
Experience
Remax Northwest January 2015 - June 2015
Keller Williams Realty The Woodlands December 2013 - December 2014
L&S Advisors, Inc. 2000 - 2013
Union Pacific Resources August 1994 - October 1997
Union Pacific Resources June 1993 - August 1994
Mutual of Omaha June 1988 - May 1993
Skills
Investments, Equities, Asset Management, Hedge Funds, Foreclosures, REO, Short Sales, Sellers, Real Estate Transactions, First Time Home Buyers, Residential Homes, Single Family Homes, Real Estate, Buyer Representation, Relocation, New Home Sales
Education
University Of Houston 2014 — 2015
Paralegal Certificate, Paralegal
Tarrant County College 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Paralegal
University of Nebraska at Omaha 1986 — 1989
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Remax Northwest January 2015 - June 2015
Keller Williams Realty The Woodlands December 2013 - December 2014
L&S Advisors, Inc. 2000 - 2013
Union Pacific Resources August 1994 - October 1997
Union Pacific Resources June 1993 - August 1994
Mutual of Omaha June 1988 - May 1993
Skills
Investments, Equities, Asset Management, Hedge Funds, Foreclosures, REO, Short Sales, Sellers, Real Estate Transactions, First Time Home Buyers, Residential Homes, Single Family Homes, Real Estate, Buyer Representation, Relocation, New Home Sales
Education
University Of Houston 2014 — 2015
Paralegal Certificate, Paralegal
Tarrant County College 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Paralegal
University of Nebraska at Omaha 1986 — 1989
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
David Laffitte David Laffitte's Mutual of Omaha Experience February 2009 - November 2009
Job Technologies Director at The Atkins Group
Industry Information Technology and Services
Experience
The Atkins Group - Strategic Brand Communications July 2015 - Present
Aria May 2014 - Present
Imagine Solutions October 2011 - April 2014
Nefab - Americas November 2009 - October 2011
Mutual of Omaha February 2009 - November 2009
Design Angle February 2001 - November 2009
Midago March 2006 - January 2009
Amazon Tours, Inc. August 2002 - December 2005
IBM Global Services September 1998 - November 2001
Skills
Salesforce.com, E-commerce, CMS, Web Marketing, Business Intelligence, Email Marketing, Business Analysis, CRM, Web Design, Datacap, Enterprise Content..., Business Development, Project Management, Leadership, Vendor Management, Product Management, Business Process, Process Improvement, Business Process..., Sales, Lead Generation, Management, Cross-functional Team..., Start-ups, Account Management, Business Strategy, Marketing, New Business Development, Strategy, Analytics, Consulting, SEO, Solution Selling, Enterprise Software, Professional Services, Databases, Integration, Cloud Computing, Online Marketing
Education
Texas Tech University 1993 — 1998
B.B.A., Management Information Systems
The Atkins Group - Strategic Brand Communications July 2015 - Present
Aria May 2014 - Present
Imagine Solutions October 2011 - April 2014
Nefab - Americas November 2009 - October 2011
Mutual of Omaha February 2009 - November 2009
Design Angle February 2001 - November 2009
Midago March 2006 - January 2009
Amazon Tours, Inc. August 2002 - December 2005
IBM Global Services September 1998 - November 2001
Skills
Salesforce.com, E-commerce, CMS, Web Marketing, Business Intelligence, Email Marketing, Business Analysis, CRM, Web Design, Datacap, Enterprise Content..., Business Development, Project Management, Leadership, Vendor Management, Product Management, Business Process, Process Improvement, Business Process..., Sales, Lead Generation, Management, Cross-functional Team..., Start-ups, Account Management, Business Strategy, Marketing, New Business Development, Strategy, Analytics, Consulting, SEO, Solution Selling, Enterprise Software, Professional Services, Databases, Integration, Cloud Computing, Online Marketing
Education
Texas Tech University 1993 — 1998
B.B.A., Management Information Systems
Lincoln Soule CLU RHU ChFC Lincoln Soule CLU RHU ChFC's Mutual of Omaha Experience 1974 - 1980
Job Owner, Soule Insurance Servcies
Industry Financial Services
Experience
Soule Insurance Services October 1974 - Present
Principal Financial Group October 1984 - March 1989
Mutual of Omaha 1974 - 1980
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Insurance, Public Speaking, Customer Service, Strategic Planning, Strategic Financial..., Retirement Planning, Financial Analysis, Estate Planning, Team Building, Financial Advisory, Sales, Medicare, Budgets, Small Business, Accounting, Term Life Insurance, Fixed Annuities, Leadership, Employee Benefits, Management, Series 7, Retirement, Health Insurance, Investments, Mutual Funds, Wealth Management, Marketing, Health Savings Accounts, Investment Strategies, Risk Management, Brokers, Underwriting, Mortgage Lending, Finance, Portfolio Management, Entrepreneurship, Financial Planners, IRAs, Property & Casualty..., Long-term Care, Financial Planning
Education
The American College 1984 — 1987
Professional designations, Insurance and Financial Planning
University of Massachusetts, Amherst 1968 — 1972
Master of Arts (M.A.), English Language and Literature/Letters
Soule Insurance Services October 1974 - Present
Principal Financial Group October 1984 - March 1989
Mutual of Omaha 1974 - 1980
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Insurance, Public Speaking, Customer Service, Strategic Planning, Strategic Financial..., Retirement Planning, Financial Analysis, Estate Planning, Team Building, Financial Advisory, Sales, Medicare, Budgets, Small Business, Accounting, Term Life Insurance, Fixed Annuities, Leadership, Employee Benefits, Management, Series 7, Retirement, Health Insurance, Investments, Mutual Funds, Wealth Management, Marketing, Health Savings Accounts, Investment Strategies, Risk Management, Brokers, Underwriting, Mortgage Lending, Finance, Portfolio Management, Entrepreneurship, Financial Planners, IRAs, Property & Casualty..., Long-term Care, Financial Planning
Education
The American College 1984 — 1987
Professional designations, Insurance and Financial Planning
University of Massachusetts, Amherst 1968 — 1972
Master of Arts (M.A.), English Language and Literature/Letters
Andy Berli's Mutual of Omaha Experience June 2005 - April 2007
Job Regional Sales Manager
Industry Insurance
Experience
Renaissance Family of Companies May 2007 - Present
Renaissance Dental Plans May 2007 - Present
Mutual of Omaha June 2005 - April 2007
Reliance Standard June 2002 - May 2005
Skills
Disability Insurance, Account Management, Insurance, Health Insurance, Dentistry, New Business Development, Group Insurance, Sales, Life Insurance, Medicare, Long-term Care, Employee Benefits, Sales Presentations, Underwriting, Brokers, Term Life Insurance
Education
The University of Georgia 1998 — 2002
BBA, International Business
Renaissance Family of Companies May 2007 - Present
Renaissance Dental Plans May 2007 - Present
Mutual of Omaha June 2005 - April 2007
Reliance Standard June 2002 - May 2005
Skills
Disability Insurance, Account Management, Insurance, Health Insurance, Dentistry, New Business Development, Group Insurance, Sales, Life Insurance, Medicare, Long-term Care, Employee Benefits, Sales Presentations, Underwriting, Brokers, Term Life Insurance
Education
The University of Georgia 1998 — 2002
BBA, International Business
Alexander Logue Alexander Logue's Mutual of Omaha Experience June 2012 - August 2012
Job Intern at Mutual of Omaha
Industry Financial Services
Experience
Vanguard September 2013 - Present
Mutual of Omaha June 2012 - August 2012
Atlas Energy, Inc. June 2011 - August 2011
ICT June 2009 - August 2009
Skills
Microsoft Excel, Financial Modeling, Economics, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Statistics, Valuation, Data Analysis, Research, Social Media, Analysis, Budgets, Finance
Education
The Johns Hopkins University 2009 — 2013
Economics, Senior
Chestnut Hill Academy 2004 — 2009
Vanguard September 2013 - Present
Mutual of Omaha June 2012 - August 2012
Atlas Energy, Inc. June 2011 - August 2011
ICT June 2009 - August 2009
Skills
Microsoft Excel, Financial Modeling, Economics, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Statistics, Valuation, Data Analysis, Research, Social Media, Analysis, Budgets, Finance
Education
The Johns Hopkins University 2009 — 2013
Economics, Senior
Chestnut Hill Academy 2004 — 2009
Bill Kardos Bill Kardos's Mutual of Omaha Experience March 2009 - Present
Job Financial Advisor at Mutual of Omaha Investor Services
Industry Insurance
Experience
Mutual of Omaha March 2009 - Present
Skills
Long-term Care, Fixed Annuities, Critical Illness, Term Life Insurance, Whole Life, Indexed Annuities, Universal Life, Estate Planning, Life Insurance, Disability Insurance, Investments, Strategic Planning
Education
Temple University - Kornberg School of Dentistry 1983 — 1987
Doctor of Dental Medicine DMD
University of Pittsburgh 1979 — 1983
Bachelor of Science (B.S.), Psychology
Apollo-Ridge
Mutual of Omaha March 2009 - Present
Skills
Long-term Care, Fixed Annuities, Critical Illness, Term Life Insurance, Whole Life, Indexed Annuities, Universal Life, Estate Planning, Life Insurance, Disability Insurance, Investments, Strategic Planning
Education
Temple University - Kornberg School of Dentistry 1983 — 1987
Doctor of Dental Medicine DMD
University of Pittsburgh 1979 — 1983
Bachelor of Science (B.S.), Psychology
Apollo-Ridge
Brian Borkowski Brian Borkowski's Mutual of Omaha Experience 2011 - May 2014
Job Regional Sales Manager at Liazon
Industry Insurance
Experience
Liazon August 2015 - Present
Liazon May 2014 - July 2015
Mutual of Omaha 2011 - May 2014
Maxim Healthcare Services 2002 - 2010
Skills
Business Development, Leadership, Employee Benefits, Health Insurance, Selling, Sales, Insurance, Training, Healthcare, Cold Calling, Account Management, Process Improvement, Networking, Disability Insurance, Life Insurance, Term Life Insurance, Benefits Administration, Brokers, Underwriting, Critical Illness, Sales Presentations, Health Care Reform, Accident, Sales Management, New Business Development, Open Enrollment, CRM, Group Insurance, Voluntary Employee..., Health Savings Accounts, Long-term Care, Medicare
Education
The University of Akron 1997 — 2002
Padua Franciscan HS 1993 — 1997
Liazon August 2015 - Present
Liazon May 2014 - July 2015
Mutual of Omaha 2011 - May 2014
Maxim Healthcare Services 2002 - 2010
Skills
Business Development, Leadership, Employee Benefits, Health Insurance, Selling, Sales, Insurance, Training, Healthcare, Cold Calling, Account Management, Process Improvement, Networking, Disability Insurance, Life Insurance, Term Life Insurance, Benefits Administration, Brokers, Underwriting, Critical Illness, Sales Presentations, Health Care Reform, Accident, Sales Management, New Business Development, Open Enrollment, CRM, Group Insurance, Voluntary Employee..., Health Savings Accounts, Long-term Care, Medicare
Education
The University of Akron 1997 — 2002
Padua Franciscan HS 1993 — 1997
Valerie Pitman Valerie Pitman's Mutual of Omaha Experience October 2014 - Present
Job Sales Assistant Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha October 2014 - Present
Pinnacle Bank March 2004 - September 2014
Bayer September 1991 - October 1997
Bristol-Myers Squibb May 1988 - September 1991
Unisys November 1983 - May 1988
Skills
Sales, Banking, Management, Marketing, Investments, Marketing Strategy, Financial Analysis, Strategy, Direct Sales, Strategic Planning, Insurance, Wealth Management, Portfolio Management, Small Business, Training, Retirement, Team Building
Education
Tennessee Technological University 1979 — 1983
Bachelor of Science (B.S.), Business Administration with major in Marketing, 3.6
Putnam County Senior High School
Mutual of Omaha October 2014 - Present
Pinnacle Bank March 2004 - September 2014
Bayer September 1991 - October 1997
Bristol-Myers Squibb May 1988 - September 1991
Unisys November 1983 - May 1988
Skills
Sales, Banking, Management, Marketing, Investments, Marketing Strategy, Financial Analysis, Strategy, Direct Sales, Strategic Planning, Insurance, Wealth Management, Portfolio Management, Small Business, Training, Retirement, Team Building
Education
Tennessee Technological University 1979 — 1983
Bachelor of Science (B.S.), Business Administration with major in Marketing, 3.6
Putnam County Senior High School
Richard Nuzum, LUTCF Richard Nuzum, LUTCF's Mutual of Omaha Experience 1988 - Present
Job WV Field Sales Consultant
Industry Financial Services
Experience
Mutual of Omaha 1988 - Present
Mutual of Omaha 1988 - Present
Skills
Sales, Insurance, Marketing, Securities, Training, Term Life Insurance, Employee Benefits, Time Management, Disability Insurance, Financial Services, Recruiting
Education
The American College 1988 — 1990
LUTCF
Bridgeport Senior High School 1971 — 1973
Mutual of Omaha 1988 - Present
Mutual of Omaha 1988 - Present
Skills
Sales, Insurance, Marketing, Securities, Training, Term Life Insurance, Employee Benefits, Time Management, Disability Insurance, Financial Services, Recruiting
Education
The American College 1988 — 1990
LUTCF
Bridgeport Senior High School 1971 — 1973
Brandon Mullins Brandon Mullins's Mutual of Omaha Experience June 2014 - August 2014
Job Graduate Student at Syracuse University
Industry Financial Services
Experience
Southwest Securities, Inc. June 2015 - August 2015
Mutual of Omaha June 2014 - August 2014
StickStar Lacrosse Company 2011 - 2013
Vision Video Security, LLC 2011 - 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Minitab, Customer Service, Teamwork, Time Management, Social Networking, Bloomberg Terminal, Marketing
Education
Syracuse University 2015 — 2016
Master’s Degree, Information Management
Syracuse University 2012 — 2015
Bachelor's Degree, Accounting and Finance
Southwest Securities, Inc. June 2015 - August 2015
Mutual of Omaha June 2014 - August 2014
StickStar Lacrosse Company 2011 - 2013
Vision Video Security, LLC 2011 - 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Minitab, Customer Service, Teamwork, Time Management, Social Networking, Bloomberg Terminal, Marketing
Education
Syracuse University 2015 — 2016
Master’s Degree, Information Management
Syracuse University 2012 — 2015
Bachelor's Degree, Accounting and Finance
Lynn Rico Lynn Rico's Mutual of Omaha Experience January 1995 - January 2000
Job Pharmacy Admissions Coordinator at Alegent Creighton Health Home Infusion
Industry Insurance
Experience
Alegent Creighton Health October 2014 - Present
Walgreens Infusion October 2012 - October 2014
S & K LOGISTICS September 2011 - April 2012
Holmes Murphy & Associates March 2008 - May 2011
HDM Corp January 2000 - March 2008
Mutual of Omaha January 1995 - January 2000
Skills
Insurance, Customer Service, Research, Sales, Microsoft Office, Human Resources, Employee Benefits, Software Documentation, Access, Time Management, Claim, Marketing
Education
The American College 2010 — 2011
Obtaining Registered Health Underwriter Desigation, Health
Nebraska College of Business 1986 — 1988
Certificate, Secretarial/Word Processing
Alegent Creighton Health October 2014 - Present
Walgreens Infusion October 2012 - October 2014
S & K LOGISTICS September 2011 - April 2012
Holmes Murphy & Associates March 2008 - May 2011
HDM Corp January 2000 - March 2008
Mutual of Omaha January 1995 - January 2000
Skills
Insurance, Customer Service, Research, Sales, Microsoft Office, Human Resources, Employee Benefits, Software Documentation, Access, Time Management, Claim, Marketing
Education
The American College 2010 — 2011
Obtaining Registered Health Underwriter Desigation, Health
Nebraska College of Business 1986 — 1988
Certificate, Secretarial/Word Processing
Andy Halperin Andy Halperin's Mutual of Omaha Experience March 2015 - Present
Job Director, Marketing Communications at Mutual of Omaha
Industry Marketing and Advertising
Experience
Mutual of Omaha March 2015 - Present
University of Nebraska at Omaha May 2013 - Present
Mutual of Omaha January 2012 - February 2015
Mutual of Omaha September 2005 - December 2011
Bozell January 2004 - August 2005
United States Olympic Committee June 2002 - August 2004
Education
Texas Christian University 1999 — 2003
BS
University of Nebraska at Omaha 2008 — 2011
Masters
Mutual of Omaha March 2015 - Present
University of Nebraska at Omaha May 2013 - Present
Mutual of Omaha January 2012 - February 2015
Mutual of Omaha September 2005 - December 2011
Bozell January 2004 - August 2005
United States Olympic Committee June 2002 - August 2004
Education
Texas Christian University 1999 — 2003
BS
University of Nebraska at Omaha 2008 — 2011
Masters
Michael L. Mishler, AIF®'s Mutual of Omaha Experience 2006 - Present
Job Partner at SMS Benefit Advisors, LLC
Industry Financial Services
Experience
Mutual of Omaha 2006 - Present
MLM Financial Management Corporation March 2004 - Present
SMS Benefit Advisors, LLC March 2004 - Present
Lincoln Financial Group December 1985 - March 2004
Skills
Qualified Retirement...
Education
Taylor University 1980 — 1984
Bachelor of Arts (B.A.), Business Administration/Communications, Theater Arts
Mutual of Omaha 2006 - Present
MLM Financial Management Corporation March 2004 - Present
SMS Benefit Advisors, LLC March 2004 - Present
Lincoln Financial Group December 1985 - March 2004
Skills
Qualified Retirement...
Education
Taylor University 1980 — 1984
Bachelor of Arts (B.A.), Business Administration/Communications, Theater Arts
Nathan Cable's Mutual of Omaha Experience August 2006 - November 2007
Job licensed financial consultant with National City Bank
Industry Investment Banking
Experience
National City Bank November 2007 - October 2008
Mutual of Omaha August 2006 - November 2007
Nationwide Insurance January 2000 - August 2006
Nationwide Insurance October 1997 - January 2000
Education
The Ohio State University 1992 — 1997
Bachelors of Science, Family Financial Management
upper arlington high school
National City Bank November 2007 - October 2008
Mutual of Omaha August 2006 - November 2007
Nationwide Insurance January 2000 - August 2006
Nationwide Insurance October 1997 - January 2000
Education
The Ohio State University 1992 — 1997
Bachelors of Science, Family Financial Management
upper arlington high school
Lee McDermott's Mutual of Omaha Experience April 1994 - October 1995
Job Director of Manufacturing at Election Systems & Software
Industry Information Technology and Services
Experience
Election Systems & Software August 2011 - Present
Election Systems & Software July 2007 - August 2011
Election Systems & Software April 2004 - July 2007
ConAgra Foods 2002 - 2004
ConAgra Foods November 1997 - April 2002
ConAgra Foods October 1995 - November 1997
Mutual of Omaha April 1994 - October 1995
Mutual of Omaha March 1992 - March 1994
Mutual of Omaha June 1990 - February 1992
International Business Machines December 1987 - February 1989
Skills
Process Improvement, Project Management, Agile Methodologies, MS Project, Management, Leadership, Business Analysis, SDLC, Vendor Management, Requirements Analysis, PMP, Program Management, Visio, Business Process..., Project Portfolio..., Software Documentation, Testing, Integration, Software Project..., Quality Assurance
Education
The George Washington University 1999 — 2000
Masters Certificate, Project Management
University of Nebraska at Omaha 1990 — 1993
MBA, Business Management
University of Nebraska at Omaha 1976 — 1983
BSBA, Business Management
Election Systems & Software August 2011 - Present
Election Systems & Software July 2007 - August 2011
Election Systems & Software April 2004 - July 2007
ConAgra Foods 2002 - 2004
ConAgra Foods November 1997 - April 2002
ConAgra Foods October 1995 - November 1997
Mutual of Omaha April 1994 - October 1995
Mutual of Omaha March 1992 - March 1994
Mutual of Omaha June 1990 - February 1992
International Business Machines December 1987 - February 1989
Skills
Process Improvement, Project Management, Agile Methodologies, MS Project, Management, Leadership, Business Analysis, SDLC, Vendor Management, Requirements Analysis, PMP, Program Management, Visio, Business Process..., Project Portfolio..., Software Documentation, Testing, Integration, Software Project..., Quality Assurance
Education
The George Washington University 1999 — 2000
Masters Certificate, Project Management
University of Nebraska at Omaha 1990 — 1993
MBA, Business Management
University of Nebraska at Omaha 1976 — 1983
BSBA, Business Management
Diane Pusey's Mutual of Omaha Experience 2004 - Present
Job Account Exec at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha 2004 - Present
Independent Benefit Services 2003 - 2004
The Hilb Group, LLC 2002 - 2003
CNA Insurance 1998 - 2002
Benicor Associates 1991 - 1998
The Wallace Financial Group 1988 - 1991
Skills
Disability Insurance, Term Life Insurance, Brokers, Insurance, Account Management, Strategic Planning, Life Insurance, Employee Benefits, Underwriting, Customer Service, Sales
Education
The Sage Colleges - Russell Sage College
Bachelor of Science (BS), Economics and Retail Management
Mutual of Omaha 2004 - Present
Independent Benefit Services 2003 - 2004
The Hilb Group, LLC 2002 - 2003
CNA Insurance 1998 - 2002
Benicor Associates 1991 - 1998
The Wallace Financial Group 1988 - 1991
Skills
Disability Insurance, Term Life Insurance, Brokers, Insurance, Account Management, Strategic Planning, Life Insurance, Employee Benefits, Underwriting, Customer Service, Sales
Education
The Sage Colleges - Russell Sage College
Bachelor of Science (BS), Economics and Retail Management
Dale Hemmelgarn CLU, ChFC's Mutual of Omaha Experience April 2013 - Present
Job Financial Advisor for Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha April 2013 - Present
Sterling Heritage INC January 2000 - Present
Mutual of Omaha August 1976 - Present
Mutual of Omaha January 2006 - June 2008
Skills
Retirement Planning, Disability Insurance, Estate Planning, Insurance, Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Whole Life, IRAs, Universal Life, Financial Advisory, 401k, Critical Illness, Permanent Life Insurance, Financial Services, Health Insurance, Employee Benefits, Life Insurance, Financial Planners, Series 6, Group Insurance, Income Protection, Wealth Accumulation, Variable Annuities, Roth IRA, 401k Rollovers, Medicare, Mutual Funds, Wealth Management, Small Business, Brokers, Insurance Brokerage, Personal Finance, Strategic Financial..., Investments, College Savings Plans
Education
Marian College 1970 — 1973
Bachelor of Business Administration (B.B.A.), Business Administration
The American College
Chartered Life Underwriter, Chartered Financial Consultant, Insurance, Financial planning
Mutual of Omaha April 2013 - Present
Sterling Heritage INC January 2000 - Present
Mutual of Omaha August 1976 - Present
Mutual of Omaha January 2006 - June 2008
Skills
Retirement Planning, Disability Insurance, Estate Planning, Insurance, Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Whole Life, IRAs, Universal Life, Financial Advisory, 401k, Critical Illness, Permanent Life Insurance, Financial Services, Health Insurance, Employee Benefits, Life Insurance, Financial Planners, Series 6, Group Insurance, Income Protection, Wealth Accumulation, Variable Annuities, Roth IRA, 401k Rollovers, Medicare, Mutual Funds, Wealth Management, Small Business, Brokers, Insurance Brokerage, Personal Finance, Strategic Financial..., Investments, College Savings Plans
Education
Marian College 1970 — 1973
Bachelor of Business Administration (B.B.A.), Business Administration
The American College
Chartered Life Underwriter, Chartered Financial Consultant, Insurance, Financial planning
Geoffrey Kanner, CFP's Mutual of Omaha Experience October 1986 - April 1995
Job Certified Financial Planner (tm) Practioner, helping clients achieve their retirement and financial goals.
Industry Financial Services
Experience
Kanner Financial Services LLC August 2007 - Present
Kanner Financial Services LLC July 2007 - Present
Center Stage Theatre January 2010 - December 2014
Financial Planning Association of New Haven 2005 - 2012
. November 2004 - August 2007
GRM Insurance April 1995 - November 2004
NAIFA (National Association of Insurance and Financial Advisors) 2001 - 2002
Mutual of Omaha October 1986 - April 1995
United States Air Force June 1980 - August 1985
Skills
Retirement Planning, Financial Planning, Retirement, Investments, Insurance, Portfolio Management, Asset Management, Wealth Management, Estate Planning, Long Term Care, Disability Insurance, Insurance Planning, Annuities, Wealth, Mutual Funds, Investment Advisory, IRA's, Asset Allocation, Wealth Accumulation, Personal Finance, Comprehensive Wealth..., Strategic Financial..., Financial Advisory, Life Insurance, Financial Services, Financial Planners, Long-term Care, Fixed Annuities, Investment Strategies, Wealth Management..., IRAs, Finance
Education
The American College 2014 — 2017
Master's of Science in Financial Services, Financial Planning and Services
The University of Montana - School of Business Administration 1981 — 1984
NA, MBA graduate work while in USAF
University of Connecticut 1976 — 1980
BA, Psych
Kanner Financial Services LLC August 2007 - Present
Kanner Financial Services LLC July 2007 - Present
Center Stage Theatre January 2010 - December 2014
Financial Planning Association of New Haven 2005 - 2012
. November 2004 - August 2007
GRM Insurance April 1995 - November 2004
NAIFA (National Association of Insurance and Financial Advisors) 2001 - 2002
Mutual of Omaha October 1986 - April 1995
United States Air Force June 1980 - August 1985
Skills
Retirement Planning, Financial Planning, Retirement, Investments, Insurance, Portfolio Management, Asset Management, Wealth Management, Estate Planning, Long Term Care, Disability Insurance, Insurance Planning, Annuities, Wealth, Mutual Funds, Investment Advisory, IRA's, Asset Allocation, Wealth Accumulation, Personal Finance, Comprehensive Wealth..., Strategic Financial..., Financial Advisory, Life Insurance, Financial Services, Financial Planners, Long-term Care, Fixed Annuities, Investment Strategies, Wealth Management..., IRAs, Finance
Education
The American College 2014 — 2017
Master's of Science in Financial Services, Financial Planning and Services
The University of Montana - School of Business Administration 1981 — 1984
NA, MBA graduate work while in USAF
University of Connecticut 1976 — 1980
BA, Psych
Lynn Cardarelli's Mutual of Omaha Experience February 2004 - March 2010
Job Independent Insurance Agent
Industry Financial Services
Experience
United Insurance Group September 2010 - Present
Mutual of Omaha February 2004 - March 2010
Infotec Commercial Systems 1993 - 2001
Businessland 1983 - 1989
Skills
Fixed Annuities, Insurance, Long-term Care, Life Insurance, Disability Insurance, Term Life Insurance, Universal Life, Health Insurance, Retirement Planning, Whole Life, Retirement, Employee Benefits, Critical Illness, Estate Planning, Medicare, Banking, Financial Planners, IRAs
Education
The University of Akron 1972 — 1977
Classical Languages, Latin, Egyptology, History, Geography, Anthropology, Art History
Copley High School 1969 — 1972
United Insurance Group September 2010 - Present
Mutual of Omaha February 2004 - March 2010
Infotec Commercial Systems 1993 - 2001
Businessland 1983 - 1989
Skills
Fixed Annuities, Insurance, Long-term Care, Life Insurance, Disability Insurance, Term Life Insurance, Universal Life, Health Insurance, Retirement Planning, Whole Life, Retirement, Employee Benefits, Critical Illness, Estate Planning, Medicare, Banking, Financial Planners, IRAs
Education
The University of Akron 1972 — 1977
Classical Languages, Latin, Egyptology, History, Geography, Anthropology, Art History
Copley High School 1969 — 1972
Curtis Rick's Mutual of Omaha Experience May 2004 - August 2006
Job Account Manager at Valassis
Industry Marketing and Advertising
Experience
Valassis Communications 2006 - Present
Mutual of Omaha May 2004 - August 2006
Bankers Life and Casualty August 2003 - April 2004
Neiman Marcus April 1999 - July 2003
Education
Texas A&M University 1986 — 1990
Biology
Valassis Communications 2006 - Present
Mutual of Omaha May 2004 - August 2006
Bankers Life and Casualty August 2003 - April 2004
Neiman Marcus April 1999 - July 2003
Education
Texas A&M University 1986 — 1990
Biology
Steven Reinheimer's Mutual of Omaha Experience 1999 - 2005
Job Senior IT Risk Analyst at Nelnet
Industry Financial Services
Experience
Nelnet October 2011 - Present
Great-West Life May 2007 - August 2011
Ernst & Young May 2005 - September 2006
Mutual of Omaha 1999 - 2005
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, IT Audit, Accounting, Financial Reporting, Internal Audit, Financial Analysis, Enterprise Risk..., Financial Accounting, General Ledger, CISA
Education
Temple University - Fox School of Business and Management 1993 — 1996
BBA, Accounting
Nelnet October 2011 - Present
Great-West Life May 2007 - August 2011
Ernst & Young May 2005 - September 2006
Mutual of Omaha 1999 - 2005
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, IT Audit, Accounting, Financial Reporting, Internal Audit, Financial Analysis, Enterprise Risk..., Financial Accounting, General Ledger, CISA
Education
Temple University - Fox School of Business and Management 1993 — 1996
BBA, Accounting
ROBERT SIBARIUM's Mutual of Omaha Experience 1990 - 2005
Job President WallStreet Planning Associates,Inc,,Managing Partner,Midnite Enterprises,llc, Midnite One LLC
Industry Entertainment
Experience
Midnite One LLC October 2009 - Present
Wall Street Planning Associates, Ltd May 1996 - Present
Pacific Life 2006 - 2011
The Guardian Life Insurance Company of America 1975 - 2010
Mutual of Omaha 1990 - 2005
Mutual of Omaha 1990 - 2005
MetLife 1991 - 2004
Skills
Marketing, Investments, Insurance, Term Life Insurance, Disability Insurance, Social Media, Real Estate, Public Speaking, Strategic Financial..., Management Consulting, Directing, Social Media Marketing, Life Insurance, Small Business, Fixed Annuities, CRM, Sales Presentations, Marketing Strategy, Employee Benefits, Social Networking, Business Planning, Sales, Training, Long-term Care, Financial Services, Leadership, Entrepreneurship, Executive Management, Business Development, Asset Management, Retirement Planning, Strategic Planning, Management, Financial Planners
Education
The American College 1989 — 1993
CCNY
Midnite One LLC October 2009 - Present
Wall Street Planning Associates, Ltd May 1996 - Present
Pacific Life 2006 - 2011
The Guardian Life Insurance Company of America 1975 - 2010
Mutual of Omaha 1990 - 2005
Mutual of Omaha 1990 - 2005
MetLife 1991 - 2004
Skills
Marketing, Investments, Insurance, Term Life Insurance, Disability Insurance, Social Media, Real Estate, Public Speaking, Strategic Financial..., Management Consulting, Directing, Social Media Marketing, Life Insurance, Small Business, Fixed Annuities, CRM, Sales Presentations, Marketing Strategy, Employee Benefits, Social Networking, Business Planning, Sales, Training, Long-term Care, Financial Services, Leadership, Entrepreneurship, Executive Management, Business Development, Asset Management, Retirement Planning, Strategic Planning, Management, Financial Planners
Education
The American College 1989 — 1993
CCNY
philip biaesch's Mutual of Omaha Experience August 1994 - May 2000
Job Managing Partner at bdirect, llc
Industry Accounting
Experience
bdirect, llc November 2003 - Present
AEGON May 2000 - September 2003
Mutual of Omaha August 1994 - May 2000
Colonial Penn Life Insurance April 1984 - August 1994
Education
Temple University - Fox School of Business and Management 1976 — 1980
bdirect, llc November 2003 - Present
AEGON May 2000 - September 2003
Mutual of Omaha August 1994 - May 2000
Colonial Penn Life Insurance April 1984 - August 1994
Education
Temple University - Fox School of Business and Management 1976 — 1980
Dan Barkley's Mutual of Omaha Experience June 1974 - June 1980
Job Principal, Performance Dynamics, Inc.
Industry Professional Training & Coaching
Experience
Performance Dynamics, Inc. 1985 - Present
ADP June 1980 - June 1985
Mutual Of Omaha June 1974 - June 1980
Skills
Organizational..., Executive Coaching, Personnel Management, Leadership, Performance Management, Management Consulting, Strategy, Training, Management, Team Building, Management Development, Team Leadership, Talent Management, Staff Development, Leadership Development
Education
Temple University 1967 — 1971
Community Organization, Psychology
Performance Dynamics, Inc. 1985 - Present
ADP June 1980 - June 1985
Mutual Of Omaha June 1974 - June 1980
Skills
Organizational..., Executive Coaching, Personnel Management, Leadership, Performance Management, Management Consulting, Strategy, Training, Management, Team Building, Management Development, Team Leadership, Talent Management, Staff Development, Leadership Development
Education
Temple University 1967 — 1971
Community Organization, Psychology
Bill Bloodworth's Mutual of Omaha Experience 2000 - 2003
Job Account Executive State & Local Government at Lenovo
Industry Computer & Network Security
Experience
Lenovo April 2012 - Present
Lenovo November 2006 - March 2012
Principal Financial Group 2003 - 2006
Mutual of Omaha 2000 - 2003
Epoxitex Industrial Services 1995 - 2000
Baxter Scientific Products 1991 - 1996
Fujifilm Medical Systems 1986 - 1989
Union Camp Paper Company 1984 - 1986
Union Camp Paper Company 1983 - 1984
US Army 1980 - 1983
Skills
Channel, Solution Selling, Salesforce.com, Channel Partners, Direct Sales, Account Management, Demand Generation, Sales Process, Cloud Computing, Channel Sales, Sales, Customer Satisfaction, CRM, Cold Calling, Sales Operations, New Business Development, Team Leadership, Customer Service, Product Management
Education
The Citadel 1976 — 1980
Bachelor of Arts (B.A.), Psychology
Lenovo April 2012 - Present
Lenovo November 2006 - March 2012
Principal Financial Group 2003 - 2006
Mutual of Omaha 2000 - 2003
Epoxitex Industrial Services 1995 - 2000
Baxter Scientific Products 1991 - 1996
Fujifilm Medical Systems 1986 - 1989
Union Camp Paper Company 1984 - 1986
Union Camp Paper Company 1983 - 1984
US Army 1980 - 1983
Skills
Channel, Solution Selling, Salesforce.com, Channel Partners, Direct Sales, Account Management, Demand Generation, Sales Process, Cloud Computing, Channel Sales, Sales, Customer Satisfaction, CRM, Cold Calling, Sales Operations, New Business Development, Team Leadership, Customer Service, Product Management
Education
The Citadel 1976 — 1980
Bachelor of Arts (B.A.), Psychology
John Kohanek CEBS CLU ChFC RHU's Mutual of Omaha Experience 1998 - 2005
Job Product Manager, Planning & Product Development at Delta Dental of New Jersey
Industry Insurance
Experience
Delta Dental of New Jersey January 2014 - Present
Independent Consultant November 2011 - December 2013
Colonial Life January 2011 - January 2012
Prudential Financial January 2010 - March 2011
American General Life Companies 2007 - September 2009
Guardian Life Insurance 2005 - 2007
Mutual of Omaha 1998 - 2005
Mutual of Omaha 1994 - 1998
Mutual of Omaha 1991 - 1994
Skills
Product Development, Project Management, Product Life Cycle..., Product Portfolio, Strategic Planning, Marketing Strategy, Business Strategy, Risk Analysis, Risk Management, Market Research, Team Building, Team Management, Team Leadership, Distribution Management, Marketing Communications, Communications Planning, Product Launches, Product Design, Data Analysis, Competitive Analysis, Market Analysis, Policy Analysis, Sales Process, Sales Support, Prospecting, Activity Planning, Project Implementation, Promotional Design, Promotion Planning, Product Branding, Vendor Relations, Vendor Management, Product Training, Presentation Development, Sales Presentations, Group Presentations, Consulting, Management Consulting, Employee Benefits, Sales Operations, Insurance, Health Insurance, Life Insurance, Sales, Fixed Annuities, Cross-functional Team..., Product Marketing, Management, Training, Business Planning
Education
University of Nebraska-Lincoln 1975 — 1979
B.A., Business Administration
The American College
Chartered Life Underwriter / Chartered Financial Consultant, Insurance
Wharton School, University of Pennsylvania
Certified Employee Benefit Specialist, Group Insurance
Delta Dental of New Jersey January 2014 - Present
Independent Consultant November 2011 - December 2013
Colonial Life January 2011 - January 2012
Prudential Financial January 2010 - March 2011
American General Life Companies 2007 - September 2009
Guardian Life Insurance 2005 - 2007
Mutual of Omaha 1998 - 2005
Mutual of Omaha 1994 - 1998
Mutual of Omaha 1991 - 1994
Skills
Product Development, Project Management, Product Life Cycle..., Product Portfolio, Strategic Planning, Marketing Strategy, Business Strategy, Risk Analysis, Risk Management, Market Research, Team Building, Team Management, Team Leadership, Distribution Management, Marketing Communications, Communications Planning, Product Launches, Product Design, Data Analysis, Competitive Analysis, Market Analysis, Policy Analysis, Sales Process, Sales Support, Prospecting, Activity Planning, Project Implementation, Promotional Design, Promotion Planning, Product Branding, Vendor Relations, Vendor Management, Product Training, Presentation Development, Sales Presentations, Group Presentations, Consulting, Management Consulting, Employee Benefits, Sales Operations, Insurance, Health Insurance, Life Insurance, Sales, Fixed Annuities, Cross-functional Team..., Product Marketing, Management, Training, Business Planning
Education
University of Nebraska-Lincoln 1975 — 1979
B.A., Business Administration
The American College
Chartered Life Underwriter / Chartered Financial Consultant, Insurance
Wharton School, University of Pennsylvania
Certified Employee Benefit Specialist, Group Insurance
Andrew Rouillard's Mutual of Omaha Experience February 1993 - Present
Job Vice President Brand Management and Advertising at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha February 1993 - Present
The Travelers 1989 - 1993
Skills
Advertising, Email Marketing, Management, Public Speaking, Social Media, Direct Marketing, Team Building, Marketing, Brand Management, Marketing Communications, Online Marketing, Marketing Strategy, Customer Service, Strategic Planning, Integrated Marketing, Team Leadership, Web Design, Leadership, Social Media Marketing
Education
Syracuse University 1976 — 1980
B.S, Broadcast Journalism
Mutual of Omaha February 1993 - Present
The Travelers 1989 - 1993
Skills
Advertising, Email Marketing, Management, Public Speaking, Social Media, Direct Marketing, Team Building, Marketing, Brand Management, Marketing Communications, Online Marketing, Marketing Strategy, Customer Service, Strategic Planning, Integrated Marketing, Team Leadership, Web Design, Leadership, Social Media Marketing
Education
Syracuse University 1976 — 1980
B.S, Broadcast Journalism
Steven Tunink's Mutual of Omaha Experience 1981 - 1986
Job Managing Partner / Ameritas Financial Services of WPA
Industry Financial Services
Experience
Ameritas Financial Services of Western Pa. or WPA/Pitt Financial Center July 2007 - Present
UNIFI Companies / Ameritas Life Insurance Co. / Ameritas Investment Corp. September 1993 - January 2006
Mutual of Omaha 1981 - 1986
Skills
Retirement, Retirement Planning, Insurance, Disability Insurance, Life Insurance, Fixed Annuities, Mutual Funds, 401k, Series 7, Employee Benefits, Term Life Insurance, Investments, Financial Planning, Wealth Management, Financial Advisory, Long-term Care, Estate Planning, Strategic Planning, Management, Financial Services, Health Insurance, Securities, Sales, Investment Advisory, Series 63, Portfolio Management, Underwriting
Education
The American College 1994 — 1997
Chartered Financial Consultant (ChFC) courses
The Life Underwriting Training Councel 1989 — 1992
LUTCF designation
Wayne State College 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Ameritas Financial Services of Western Pa. or WPA/Pitt Financial Center July 2007 - Present
UNIFI Companies / Ameritas Life Insurance Co. / Ameritas Investment Corp. September 1993 - January 2006
Mutual of Omaha 1981 - 1986
Skills
Retirement, Retirement Planning, Insurance, Disability Insurance, Life Insurance, Fixed Annuities, Mutual Funds, 401k, Series 7, Employee Benefits, Term Life Insurance, Investments, Financial Planning, Wealth Management, Financial Advisory, Long-term Care, Estate Planning, Strategic Planning, Management, Financial Services, Health Insurance, Securities, Sales, Investment Advisory, Series 63, Portfolio Management, Underwriting
Education
The American College 1994 — 1997
Chartered Financial Consultant (ChFC) courses
The Life Underwriting Training Councel 1989 — 1992
LUTCF designation
Wayne State College 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Charlie Grim's Mutual of Omaha Experience 2002 - 2005
Job Sales Team Manager at Aon Hewitt
Industry Insurance
Experience
Aon Hewitt March 2014 - Present
The Benefitsource 2008 - March 2014
ING 2005 - 2008
Mutual of Omaha 2002 - 2005
National Association of Health Underwriters 1996 - 2004
Trustmark Insurance 1994 - 2002
Skills
Health Insurance, Employee Benefits, Disability Insurance, Dental, Worksite, Sales Management, Group Benefits, Term Life Insurance, Health Savings Accounts, Life Insurance, Insurance, Critical Illness, Accident, Brokers, Fixed Annuities, Dentistry, Long-term Care, Whole Life, Universal Life, Underwriting, Flexible Spending..., Long Term Care Insurance, Cafeteria Plans, Medicare, 401k, Workers Compensation, Property & Casualty...
Education
The American College
Triton-College
Aon Hewitt March 2014 - Present
The Benefitsource 2008 - March 2014
ING 2005 - 2008
Mutual of Omaha 2002 - 2005
National Association of Health Underwriters 1996 - 2004
Trustmark Insurance 1994 - 2002
Skills
Health Insurance, Employee Benefits, Disability Insurance, Dental, Worksite, Sales Management, Group Benefits, Term Life Insurance, Health Savings Accounts, Life Insurance, Insurance, Critical Illness, Accident, Brokers, Fixed Annuities, Dentistry, Long-term Care, Whole Life, Universal Life, Underwriting, Flexible Spending..., Long Term Care Insurance, Cafeteria Plans, Medicare, 401k, Workers Compensation, Property & Casualty...
Education
The American College
Triton-College
Jeanne Gazlay, CLU, ChFC, MSFS, FLMI's Mutual of Omaha Experience May 2007 - January 2014
Job Business Development
Industry Financial Services
Experience
Mutual of Omaha May 2007 - January 2014
Fifth Third Bank July 2006 - May 2007
Penn Mutual Life Insurance April 2002 - July 2006
Wachovia DavisBaldwin April 2001 - April 2002
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Wealth Management, Life Insurance, Strategic Financial..., Wealth, Financial Advisory, Financial Services, Securities, Small Business, Long-term Care, Term Life Insurance, Retirement, Health Insurance, Insurance, Whole Life, Critical Illness, Long Term Care Insurance, 401k, Series 6
Education
The American College
Master of Science Financial Service, Fiancial Services
Mutual of Omaha May 2007 - January 2014
Fifth Third Bank July 2006 - May 2007
Penn Mutual Life Insurance April 2002 - July 2006
Wachovia DavisBaldwin April 2001 - April 2002
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Wealth Management, Life Insurance, Strategic Financial..., Wealth, Financial Advisory, Financial Services, Securities, Small Business, Long-term Care, Term Life Insurance, Retirement, Health Insurance, Insurance, Whole Life, Critical Illness, Long Term Care Insurance, 401k, Series 6
Education
The American College
Master of Science Financial Service, Fiancial Services
Steven Trott RHU REBC CSFS's Mutual of Omaha Experience August 1985 - January 1989
Job CEO & Founder at The AVI Companies Insurance Group, Inc.
Industry Insurance
Experience
AVI Services, Inc. February 1989 - Present
The AVI Companies Insurance Group, Inc. January 1989 - Present
Alliant Insurance Services 2010 - April 2011
Mutual of Omaha August 1985 - January 1989
RD Marcotte and Associates 1986 - 1988
Skills
Employee Benefits, Insurance, Health Insurance, Benefits, Underwriting, Disability Insurance, Claim, Workers Compensation, Life Insurance, Liability, Brokers, Reinsurance, Legal Liability, Umbrella Insurance, Term Life Insurance, Commercial Insurance, Long-term Care, Professional Liability, Policy, Benefits Administration, Medicare, Health Savings Accounts, Analysis, Dentistry, Accident, General Insurance, Human Resources, Casualty, Property & Casualty..., Fixed Annuities, Retirement, Training, Financial Planners, 401k, D&O, Insurance Brokerage, Small Business, Strategy, Agents, Leadership, Critical Illness, Universal Life, Commercial Lines, Selling, Executive Management, Health Policy, Retirement Planning, Long Term Care Insurance, Employment Practices..., Whole Life
Education
The American College 2007 — 2011
RHU, Health Insurance Underwritting
The American College 2007 — 2011
REBC, Employee Benefits Consultation
AVI Services, Inc. February 1989 - Present
The AVI Companies Insurance Group, Inc. January 1989 - Present
Alliant Insurance Services 2010 - April 2011
Mutual of Omaha August 1985 - January 1989
RD Marcotte and Associates 1986 - 1988
Skills
Employee Benefits, Insurance, Health Insurance, Benefits, Underwriting, Disability Insurance, Claim, Workers Compensation, Life Insurance, Liability, Brokers, Reinsurance, Legal Liability, Umbrella Insurance, Term Life Insurance, Commercial Insurance, Long-term Care, Professional Liability, Policy, Benefits Administration, Medicare, Health Savings Accounts, Analysis, Dentistry, Accident, General Insurance, Human Resources, Casualty, Property & Casualty..., Fixed Annuities, Retirement, Training, Financial Planners, 401k, D&O, Insurance Brokerage, Small Business, Strategy, Agents, Leadership, Critical Illness, Universal Life, Commercial Lines, Selling, Executive Management, Health Policy, Retirement Planning, Long Term Care Insurance, Employment Practices..., Whole Life
Education
The American College 2007 — 2011
RHU, Health Insurance Underwritting
The American College 2007 — 2011
REBC, Employee Benefits Consultation
Dudley Vickers's Mutual of Omaha Experience May 1972 - Present
Job Reperesentative for Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha May 1972 - Present
Education
Texas A&M University 1968 — 1972
Bachelor of Business Administration (BBA), Management
Mutual of Omaha May 1972 - Present
Education
Texas A&M University 1968 — 1972
Bachelor of Business Administration (BBA), Management
Jan Linnemann's Mutual of Omaha Experience May 1985 - October 2007
Job Assistant Vice President, National Sales and Service Operations at Nippon Life Benefits
Industry Insurance
Experience
Nippon Life Benefits 2012 - Present
Nippon Life Benefits October 2007 - Present
Mutual of Omaha May 1985 - October 2007
Skills
Health Insurance, Disability Insurance, Insurance, Employee Benefits, Managed Care, Health Savings Accounts
Education
The Ohio State University Fisher College of Business 1979 — 1983
BS, Business- Human Resources
Nippon Life Benefits 2012 - Present
Nippon Life Benefits October 2007 - Present
Mutual of Omaha May 1985 - October 2007
Skills
Health Insurance, Disability Insurance, Insurance, Employee Benefits, Managed Care, Health Savings Accounts
Education
The Ohio State University Fisher College of Business 1979 — 1983
BS, Business- Human Resources
Reagan Jeffers's Mutual of Omaha Experience July 2008 - August 2011
Job Regional Medical Stop Loss Sales Specialist at Reliance Standard
Industry Insurance
Experience
Reliance Standard October 2013 - Present
Lockton Dunning Benefits May 2012 - October 2013
Mutual of Omaha July 2008 - August 2011
Skills
Disability Insurance, Health Insurance, Employee Benefits, Term Life Insurance, Reinsurance, Insurance, Property & Casualty..., Underwriting, Brokers, Life Insurance, Health Savings Accounts
Education
Texas Tech University 1997 — 2001
Marketing
Amarillo High School 1994 — 1997
Reliance Standard October 2013 - Present
Lockton Dunning Benefits May 2012 - October 2013
Mutual of Omaha July 2008 - August 2011
Skills
Disability Insurance, Health Insurance, Employee Benefits, Term Life Insurance, Reinsurance, Insurance, Property & Casualty..., Underwriting, Brokers, Life Insurance, Health Savings Accounts
Education
Texas Tech University 1997 — 2001
Marketing
Amarillo High School 1994 — 1997
Joe Miller, CLU LUTCF's Mutual of Omaha Experience March 1994 - July 2005
Job General Agent
Industry Insurance
Experience
American National Insurance Company September 2005 - Present
Mutual of Omaha March 1994 - July 2005
Skills
Fixed Annuities, Whole Life, Long-term Care, Life Insurance, Insurance, Disability Insurance, Universal Life, Term Life Insurance, Property & Casualty..., Sales Management, Long Term Care Insurance, Health Insurance, Estate Planning, Permanent Life Insurance, Business Continuity, Accident, Homeowners, Critical Illness, Retirement, Commercial Insurance, Underwriting, Workers Compensation, Umbrella Insurance, General Insurance, Small Business, Professional Liability, Medicare, Annuities, Life Insurance Planning, Commercial Lines, Health Savings Accounts, Employee Benefits, Buy-sell Agreements, Licensed Property &..., Key Person Insurance, Claim, Casualty, Group Insurance, Licensed Life & Health..., Long Term Care, Farm Insurance
Education
The American College
Charterd Life Underwriter
American National Insurance Company September 2005 - Present
Mutual of Omaha March 1994 - July 2005
Skills
Fixed Annuities, Whole Life, Long-term Care, Life Insurance, Insurance, Disability Insurance, Universal Life, Term Life Insurance, Property & Casualty..., Sales Management, Long Term Care Insurance, Health Insurance, Estate Planning, Permanent Life Insurance, Business Continuity, Accident, Homeowners, Critical Illness, Retirement, Commercial Insurance, Underwriting, Workers Compensation, Umbrella Insurance, General Insurance, Small Business, Professional Liability, Medicare, Annuities, Life Insurance Planning, Commercial Lines, Health Savings Accounts, Employee Benefits, Buy-sell Agreements, Licensed Property &..., Key Person Insurance, Claim, Casualty, Group Insurance, Licensed Life & Health..., Long Term Care, Farm Insurance
Education
The American College
Charterd Life Underwriter
Jenni Kremer's Mutual of Omaha Experience January 2006 - Present
Job Senior Account Executive at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha January 2006 - Present
The Allen Agency March 2003 - October 2005
Color Creators September 2002 - March 2004
Skills
Disability Insurance, Insurance, Employee Benefits, Life Insurance, Term Life Insurance, Brokers, Account Management, Customer Service, Sales
Education
Tennessee Technological University 1992 — 1994
Finance
Mutual of Omaha January 2006 - Present
The Allen Agency March 2003 - October 2005
Color Creators September 2002 - March 2004
Skills
Disability Insurance, Insurance, Employee Benefits, Life Insurance, Term Life Insurance, Brokers, Account Management, Customer Service, Sales
Education
Tennessee Technological University 1992 — 1994
Finance
James Zinser's Mutual of Omaha Experience March 2004 - May 2009
Job Account Executive at AIG
Industry Insurance
Experience
AIG June 2014 - Present
Lincoln Financial Group May 2009 - June 2014
Mutual of Omaha March 2004 - May 2009
Canada Life January 1997 - February 2004
United Health Care January 1996 - January 1997
New York Life Insurance Company January 1980 - December 1996
Skills
Insurance, Benefits, Consultative Selling, Negotiation, Employee Benefits, Dental, Worksite sales, Dentistry, Selling, Brokers, Healthcare, Disability Insurance, Sales, Health Insurance, Strategic Planning, Term Life Insurance, Long-term Care, Health Savings Accounts, Life Insurance, Underwriting
Education
The Ohio State University 1975 — 1979
Bachelor of Science, Business Administration and Management, General
AIG June 2014 - Present
Lincoln Financial Group May 2009 - June 2014
Mutual of Omaha March 2004 - May 2009
Canada Life January 1997 - February 2004
United Health Care January 1996 - January 1997
New York Life Insurance Company January 1980 - December 1996
Skills
Insurance, Benefits, Consultative Selling, Negotiation, Employee Benefits, Dental, Worksite sales, Dentistry, Selling, Brokers, Healthcare, Disability Insurance, Sales, Health Insurance, Strategic Planning, Term Life Insurance, Long-term Care, Health Savings Accounts, Life Insurance, Underwriting
Education
The Ohio State University 1975 — 1979
Bachelor of Science, Business Administration and Management, General
Tal Sprinkles's Mutual of Omaha Experience June 2001 - December 2007
Job Colonial Life Benefits Counselor
Industry Insurance
Experience
Colonial Life July 2009 - Present
Integrity Insurance Group of Texas January 2009 - Present
Mutual of Omaha June 2001 - December 2007
Highland Lakes Tackle July 1996 - June 2001
Liberty Mutual September 1989 - July 1996
Education
Texas State University 1984 — 1988
Bachelors, Business
Colonial Life July 2009 - Present
Integrity Insurance Group of Texas January 2009 - Present
Mutual of Omaha June 2001 - December 2007
Highland Lakes Tackle July 1996 - June 2001
Liberty Mutual September 1989 - July 1996
Education
Texas State University 1984 — 1988
Bachelors, Business
Toland Walton's Mutual of Omaha Experience 2015 - 2015
Job Financial Representative at Mutual of Omaha
Industry Financial Services
Experience
AVJ Financial Llc. July 2015 - Present
Mutual of Ohmaha July 2015 - Present
Mutual of Omaha 2015 - 2015
Mutual of Omaha 2015 - 2015
World Financial Group (WFG) 2008 - 2011
wfg 2008 - 2011
Education
Tennessee Wesleyan College 2015 — 2019
Entrepreneurial and Small Business Operations
AVJ Financial Llc. July 2015 - Present
Mutual of Ohmaha July 2015 - Present
Mutual of Omaha 2015 - 2015
Mutual of Omaha 2015 - 2015
World Financial Group (WFG) 2008 - 2011
wfg 2008 - 2011
Education
Tennessee Wesleyan College 2015 — 2019
Entrepreneurial and Small Business Operations
Andrew Clyne, LUTCF's Mutual of Omaha Experience 2009 - 2015
Job Financial Advisor at Aggregate Wealth Management
Industry Investment Management
Experience
Aggregate Wealth Management February 2015 - Present
Mutual of Omaha 2009 - 2015
Skills
Retirement Planning, IRAs, 401k, Disability Insurance, Life Insurance, Long-term Care, Critical Illness
Education
The American College
Aggregate Wealth Management February 2015 - Present
Mutual of Omaha 2009 - 2015
Skills
Retirement Planning, IRAs, 401k, Disability Insurance, Life Insurance, Long-term Care, Critical Illness
Education
The American College
Clarence Johnson's Mutual of Omaha Experience March 2012 - February 2014
Job Sales Manager at Service Corporation International
Industry Insurance
Experience
Service Corporation International July 2015 - Present
Transamerica March 2014 - July 2015
Mutual of Omaha March 2012 - February 2014
Mutual of Omaha August 2010 - June 2012
Hotline Delivery Systems 2007 - 2009
Skills
Insurance, Customer Satisfaction, Customer Service, Team Building, Sales Management, Coaching, Selling, Health Insurance, Long-term Care, Leadership, Sales, Disability Insurance, Term Life Insurance, Employee Benefits, Life Insurance, Whole Life, Fixed Annuities, Long Term Care Insurance, Critical Illness, Retirement Planning, 401k, Medicare, Workers Compensation, Underwriting, Management, Small Business, Marketing
Education
Texas A&M University-Commerce 1987 — 1991
Baptist Bible College 1984 — 1986
Service Corporation International July 2015 - Present
Transamerica March 2014 - July 2015
Mutual of Omaha March 2012 - February 2014
Mutual of Omaha August 2010 - June 2012
Hotline Delivery Systems 2007 - 2009
Skills
Insurance, Customer Satisfaction, Customer Service, Team Building, Sales Management, Coaching, Selling, Health Insurance, Long-term Care, Leadership, Sales, Disability Insurance, Term Life Insurance, Employee Benefits, Life Insurance, Whole Life, Fixed Annuities, Long Term Care Insurance, Critical Illness, Retirement Planning, 401k, Medicare, Workers Compensation, Underwriting, Management, Small Business, Marketing
Education
Texas A&M University-Commerce 1987 — 1991
Baptist Bible College 1984 — 1986
Chris Capriolo PGA Apprentice's Mutual of Omaha Experience February 2015 - Present
Job Owner Cappy's Club Repair
Industry Sports
Experience
Cappy's Club Repair, Custom Fitting and Instruction April 2015 - Present
Mutual of Omaha February 2015 - Present
Portage Country Club December 2013 - October 2014
Fox Meadow Country Club September 2012 - October 2013
Fox Meadow Country Club March 2010 - August 2012
The Minor League Golf Tour January 2009 - December 2009
Wedgewood Golf and Country Club March 2007 - December 2008
Fairlawn Country Club March 2004 - December 2006
Skills
Golf, Golf Courses, Golf Instruction, Golf Course Management, Tournaments, Sports Marketing, Club, Sports Management, Sports, Sports Coaching, Golf Clubs, PGA, Golf Club Repair, Public Speaking, Sales, Customer Service, Junior Golf, Golf Management, Golf Equipment, Country Clubs, Sports Industry, Player Development, Professional Sports, Golf Resorts, Event Management, Hospitality, Merchandising, Golfers, Coaching, Retail, Group Lessons, Sponsorship, Golf Fitness
Education
The University of Akron 1998 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Cappy's Club Repair, Custom Fitting and Instruction April 2015 - Present
Mutual of Omaha February 2015 - Present
Portage Country Club December 2013 - October 2014
Fox Meadow Country Club September 2012 - October 2013
Fox Meadow Country Club March 2010 - August 2012
The Minor League Golf Tour January 2009 - December 2009
Wedgewood Golf and Country Club March 2007 - December 2008
Fairlawn Country Club March 2004 - December 2006
Skills
Golf, Golf Courses, Golf Instruction, Golf Course Management, Tournaments, Sports Marketing, Club, Sports Management, Sports, Sports Coaching, Golf Clubs, PGA, Golf Club Repair, Public Speaking, Sales, Customer Service, Junior Golf, Golf Management, Golf Equipment, Country Clubs, Sports Industry, Player Development, Professional Sports, Golf Resorts, Event Management, Hospitality, Merchandising, Golfers, Coaching, Retail, Group Lessons, Sponsorship, Golf Fitness
Education
The University of Akron 1998 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Curtis Rick's Mutual of Omaha Experience May 2004 - August 2006
Job Assistant Administrator at Platinum Therapy Resources
Industry Hospital & Health Care
Experience
Platinum Therapy Resources March 2011 - Present
Bayview Loan Servicing, LLC February 2010 - March 2011
Valassis September 2006 - May 2009
Mutual of Omaha May 2004 - August 2006
Bankers Life and Casualty Company August 2003 - May 2004
Neiman Marcus May 2000 - July 2003
Skills
Negotiation, Team Building, Project Management, Microsoft Word, Microsoft Office, Microsoft Excel, Schedules
Education
Texas A&M University
Platinum Therapy Resources March 2011 - Present
Bayview Loan Servicing, LLC February 2010 - March 2011
Valassis September 2006 - May 2009
Mutual of Omaha May 2004 - August 2006
Bankers Life and Casualty Company August 2003 - May 2004
Neiman Marcus May 2000 - July 2003
Skills
Negotiation, Team Building, Project Management, Microsoft Word, Microsoft Office, Microsoft Excel, Schedules
Education
Texas A&M University
Mike Cleavinger's Mutual of Omaha Experience September 2008 - November 2010
Job Producer at Swantner & Gordon, a Higginbotham Company
Industry Insurance
Experience
Swantner & Gordon, a Higginbotham Company December 2010 - Present
Mutual of Omaha September 2008 - November 2010
Bison Building Materials, LLC 2001 - 2008
Skills
Insurance, New Business Development, Sales, Customer Service, Strategic Planning, Sales Management, Microsoft Word, Marketing, Contract Negotiation, Management, Marketing Strategy, Negotiation, Direct Sales, Inventory Management, Project Management, Account Management, Microsoft Excel, Risk Management, Leadership, Budgets, Microsoft Office, Employee Benefits, Cold Calling, Workers Compensation
Education
Texas Christian University 1996 — 1999
Bachelor, Speech Communication in Human Relations, Business Mgmt
Swantner & Gordon, a Higginbotham Company December 2010 - Present
Mutual of Omaha September 2008 - November 2010
Bison Building Materials, LLC 2001 - 2008
Skills
Insurance, New Business Development, Sales, Customer Service, Strategic Planning, Sales Management, Microsoft Word, Marketing, Contract Negotiation, Management, Marketing Strategy, Negotiation, Direct Sales, Inventory Management, Project Management, Account Management, Microsoft Excel, Risk Management, Leadership, Budgets, Microsoft Office, Employee Benefits, Cold Calling, Workers Compensation
Education
Texas Christian University 1996 — 1999
Bachelor, Speech Communication in Human Relations, Business Mgmt
John Gavrel's Mutual of Omaha Experience October 2011 - December 2013
Job Employee Benefit Sales Rep. at Assurant Employee Benefits
Industry Insurance
Experience
Assurant Employee Benefits March 2014 - Present
Mutual of Omaha October 2011 - December 2013
G & S Equipment Solutions, LLC January 2010 - September 2011
Getinge USA, Inc January 2007 - October 2009
GKL Health Services October 2004 - December 2006
Skills
Account Management, Healthcare, ICU, Project Management, Sales, Selling, Surgery, New Business Development, Sales Presentations, Salesforce.com, Management, Cross-functional Team...
Education
Texas A&M University
Assurant Employee Benefits March 2014 - Present
Mutual of Omaha October 2011 - December 2013
G & S Equipment Solutions, LLC January 2010 - September 2011
Getinge USA, Inc January 2007 - October 2009
GKL Health Services October 2004 - December 2006
Skills
Account Management, Healthcare, ICU, Project Management, Sales, Selling, Surgery, New Business Development, Sales Presentations, Salesforce.com, Management, Cross-functional Team...
Education
Texas A&M University
Jordan Franklin's Mutual of Omaha Experience June 2008 - August 2008
Job Mechanical Design Engineer at Pratt & Whitney
Industry Aviation & Aerospace
Experience
Pratt & Whitney September 2014 - Present
Pratt & Whitney August 2013 - September 2014
Mutual of Omaha June 2008 - August 2008
Skills
NX Unigraphics, Teamcenter, Data Analysis, Engineering, Photoshop, Matlab, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Project Management, CAD
Education
The Ohio State University 2009 — 2013
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Pratt & Whitney September 2014 - Present
Pratt & Whitney August 2013 - September 2014
Mutual of Omaha June 2008 - August 2008
Skills
NX Unigraphics, Teamcenter, Data Analysis, Engineering, Photoshop, Matlab, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Project Management, CAD
Education
The Ohio State University 2009 — 2013
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Bruce Felt's Mutual of Omaha Experience April 2011 - July 2012
Job Software Development Engineer at Amazon
Industry Information Technology and Services
Experience
Amazon April 2015 - Present
Amazon July 2012 - April 2015
Mutual of Omaha April 2011 - July 2012
Mutual of Omaha September 2010 - April 2011
ConAgra Foods March 2009 - May 2010
University of Nebraska at Omaha September 2007 - May 2009
Transentric May 2008 - August 2008
Skills
Apache, Java, Web Applications, Tomcat, Ruby on Rails, Shell Scripting, REST, Bash, Red Hat Linux, Ruby, jQuery, Agile Project Management
Education
University of Nebraska at Omaha 2007 — 2010
Bachelor of Science, Management of Information Systems
Technische Universität Carolo-Wilhelmina zu Braunschweig
Amazon April 2015 - Present
Amazon July 2012 - April 2015
Mutual of Omaha April 2011 - July 2012
Mutual of Omaha September 2010 - April 2011
ConAgra Foods March 2009 - May 2010
University of Nebraska at Omaha September 2007 - May 2009
Transentric May 2008 - August 2008
Skills
Apache, Java, Web Applications, Tomcat, Ruby on Rails, Shell Scripting, REST, Bash, Red Hat Linux, Ruby, jQuery, Agile Project Management
Education
University of Nebraska at Omaha 2007 — 2010
Bachelor of Science, Management of Information Systems
Technische Universität Carolo-Wilhelmina zu Braunschweig
Maria Opalkowski's Mutual of Omaha Experience August 2006 - November 2009
Job Director of Ancillary Benefits at Brown & Brown Alpha Benefits Division
Industry Insurance
Experience
Brown & Brown Alpha Benefits Division September 2014 - Present
Brown & Brown Alpha Benefits Division July 2013 - Present
Dearborn National August 2010 - July 2013
Mutual of Omaha August 2006 - November 2009
American United Life Insurance August 2003 - September 2006
North American Benefits Company August 2001 - August 2003
Skills
•In depth experience..., •Life & Health PA State..., •Strong Disability..., •Extensive experience..., •Outstanding customer..., •Proficient in Time..., •Ability to identify,..., •Strong innovative..., •Proficient in..., Disability Insurance, Employee Benefits, Insurance, Life Insurance, Underwriting, Brokers, Marketing, Term Life Insurance, Health Insurance, Claim, Fixed Annuities
Education
Temple University
Brown & Brown Alpha Benefits Division September 2014 - Present
Brown & Brown Alpha Benefits Division July 2013 - Present
Dearborn National August 2010 - July 2013
Mutual of Omaha August 2006 - November 2009
American United Life Insurance August 2003 - September 2006
North American Benefits Company August 2001 - August 2003
Skills
•In depth experience..., •Life & Health PA State..., •Strong Disability..., •Extensive experience..., •Outstanding customer..., •Proficient in Time..., •Ability to identify,..., •Strong innovative..., •Proficient in..., Disability Insurance, Employee Benefits, Insurance, Life Insurance, Underwriting, Brokers, Marketing, Term Life Insurance, Health Insurance, Claim, Fixed Annuities
Education
Temple University
Myron Grennell's Mutual of Omaha Experience January 1998 - August 2005
Job Director, Individual Sales at HR Benefits, Inc.
Industry Insurance
Experience
HR Benefits, Inc. August 2005 - Present
Mutual of Omaha January 1998 - August 2005
Education
Texas Tech University 1976 — 1980
business
HR Benefits, Inc. August 2005 - Present
Mutual of Omaha January 1998 - August 2005
Education
Texas Tech University 1976 — 1980
business
Sheena Simpson, CLTC's Mutual of Omaha Experience December 2014 - Present
Job Insurance Advisor for Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha December 2014 - Present
Genworth Financial April 2014 - November 2014
First Command Financial Services December 2013 - April 2014
Northwestern Mutual September 2013 - December 2013
Northwestern Mutual May 2012 - July 2013
First Command Financial Services January 2012 - May 2012
Flagship Financial Advisors, LLC September 2010 - April 2011
Thornton Investment Services September 2007 - September 2010
Edward Jones September 2003 - September 2007
Skills
Life Insurance, Fixed Annuities, Long-term Care, Life & Health, CLTC
Education
Syracuse University 1985 — 1989
BA, Psychology/Art History
The Pingree School
Diploma, College Preparatory School
Mutual of Omaha December 2014 - Present
Genworth Financial April 2014 - November 2014
First Command Financial Services December 2013 - April 2014
Northwestern Mutual September 2013 - December 2013
Northwestern Mutual May 2012 - July 2013
First Command Financial Services January 2012 - May 2012
Flagship Financial Advisors, LLC September 2010 - April 2011
Thornton Investment Services September 2007 - September 2010
Edward Jones September 2003 - September 2007
Skills
Life Insurance, Fixed Annuities, Long-term Care, Life & Health, CLTC
Education
Syracuse University 1985 — 1989
BA, Psychology/Art History
The Pingree School
Diploma, College Preparatory School
Brenda J Ross's Mutual of Omaha Experience July 2010 - Present
Job Executive Sales Professional
Industry Insurance
Experience
Mutual of Omaha July 2010 - Present
Wellcare Health Plan March 2007 - November 2009
KDG REALTY, LLC 2004 - 2007
Education
Tennessee State University 1980 — 1984
BS, Communications & Public Relations
Mutual of Omaha July 2010 - Present
Wellcare Health Plan March 2007 - November 2009
KDG REALTY, LLC 2004 - 2007
Education
Tennessee State University 1980 — 1984
BS, Communications & Public Relations
D'Les Jones's Mutual of Omaha Experience March 1988 - October 1994
Job Senior Compliance Auditor at Parkland Health and Hospital System
Industry Hospital & Health Care
Experience
Parkland Health and Hospital System July 2014 - Present
Parkland Health and Hospital System January 2012 - Present
HCA-Medical City Dallas Hospital October 2000 - April 2011
Baylor University Medical Center August 1998 - September 2000
Columbia-HCA Healthcare Co April 1996 - August 1998
Coopers & Lybrand October 1994 - April 1996
Mutual of Omaha March 1988 - October 1994
Arthur Andersen & Co August 1986 - March 1988
Skills
Revenue Cycle, Medicare, Medicaid, Healthcare, Hospitals, Medical Billing, Accounting, Leadership, Auditing, Analysis, Invoicing, Program Management, Finance, Human Resources, Internal Controls, Nursing, Home Care, Managed Care, HIPAA, Healthcare Management
Education
Texas Women's University 2007 — 2009
MBA, Healthcare
Texas Tech University 1982 — 1986
BBA, Accounting
Parkland Health and Hospital System July 2014 - Present
Parkland Health and Hospital System January 2012 - Present
HCA-Medical City Dallas Hospital October 2000 - April 2011
Baylor University Medical Center August 1998 - September 2000
Columbia-HCA Healthcare Co April 1996 - August 1998
Coopers & Lybrand October 1994 - April 1996
Mutual of Omaha March 1988 - October 1994
Arthur Andersen & Co August 1986 - March 1988
Skills
Revenue Cycle, Medicare, Medicaid, Healthcare, Hospitals, Medical Billing, Accounting, Leadership, Auditing, Analysis, Invoicing, Program Management, Finance, Human Resources, Internal Controls, Nursing, Home Care, Managed Care, HIPAA, Healthcare Management
Education
Texas Women's University 2007 — 2009
MBA, Healthcare
Texas Tech University 1982 — 1986
BBA, Accounting
Jason Ponish's Mutual of Omaha Experience May 2004 - December 2008
Job Joule Sales and Marketing
Industry Civic & Social Organization
Experience
Joule Sales and Marketing August 2013 - Present
3 Mark Financial January 2009 - July 2013
Mutual of Omaha May 2004 - December 2008
Education
Texas A&M University 1989 — 1992
Joule Sales and Marketing August 2013 - Present
3 Mark Financial January 2009 - July 2013
Mutual of Omaha May 2004 - December 2008
Education
Texas A&M University 1989 — 1992
Betty Guidry's Mutual of Omaha Experience February 1979 - October 2011
Job Experienced Sales Assistant, Administrative Assistant,
Industry Insurance
Experience
ARAMARK August 2010 - March 2012
Mutual of Omaha February 1979 - October 2011
Skills
Research, Cashiering, Fax, Windows, Office Management, 10 Key, PowerPoint, Troubleshooting, Access, Clerical Skills, Software Documentation, Microsoft Office, Microsoft Excel, Microsoft Word, Administrative..., Bookkeeping, Customer Service, Data Entry, Database Administration, E-Learning, Hospitality, Inspection, Invoicing, Internet, Keyword Research, Knowledge Management, Keyboards, Lotus Notes, Laptops, Volunteer Management, Network Security, Problem Solving, Packaging, Radio, Recording, Transportation, Underwriting, Virtualization, Youth Work, Post/Sort Mail
Education
Texas Southern University 1974 — 1975
Evan E. Worthing High School 1972 — 1974
High School Diploma, Business/Office Automation/Technology/Data Entry
ARAMARK August 2010 - March 2012
Mutual of Omaha February 1979 - October 2011
Skills
Research, Cashiering, Fax, Windows, Office Management, 10 Key, PowerPoint, Troubleshooting, Access, Clerical Skills, Software Documentation, Microsoft Office, Microsoft Excel, Microsoft Word, Administrative..., Bookkeeping, Customer Service, Data Entry, Database Administration, E-Learning, Hospitality, Inspection, Invoicing, Internet, Keyword Research, Knowledge Management, Keyboards, Lotus Notes, Laptops, Volunteer Management, Network Security, Problem Solving, Packaging, Radio, Recording, Transportation, Underwriting, Virtualization, Youth Work, Post/Sort Mail
Education
Texas Southern University 1974 — 1975
Evan E. Worthing High School 1972 — 1974
High School Diploma, Business/Office Automation/Technology/Data Entry
Ronnie McCormick's Mutual of Omaha Experience March 1988 - September 2000
Job Reimbursement Manager at HCA
Industry Accounting
Experience
HCA December 2013 - Present
TrailBlazer Health Enterprises, LLC October 2000 - November 2012
Mutual of Omaha March 1988 - September 2000
McClanahan and Holmes, CPAs January 1984 - March 1988
Keeney, Hembree & Company, CPAs December 1982 - January 1984
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Auditing, Risk Management, Microsoft Office, Internal Controls, Budgets, Microsoft Word, Process Improvement, Medicare, Healthcare, Management, Business Process..., Business Analysis, Leadership, Program Management, Analysis, Change Management, HIPAA, Finance, Tax, General Ledger, Project Planning, Accounts Receivable, Financial Statements, Access
Education
Texas Tech University 1980 — 1982
Bachelor of Business Administration (BBA), Accounting
Southwetern Oklahoma State University 1978 — 1980
HCA December 2013 - Present
TrailBlazer Health Enterprises, LLC October 2000 - November 2012
Mutual of Omaha March 1988 - September 2000
McClanahan and Holmes, CPAs January 1984 - March 1988
Keeney, Hembree & Company, CPAs December 1982 - January 1984
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Auditing, Risk Management, Microsoft Office, Internal Controls, Budgets, Microsoft Word, Process Improvement, Medicare, Healthcare, Management, Business Process..., Business Analysis, Leadership, Program Management, Analysis, Change Management, HIPAA, Finance, Tax, General Ledger, Project Planning, Accounts Receivable, Financial Statements, Access
Education
Texas Tech University 1980 — 1982
Bachelor of Business Administration (BBA), Accounting
Southwetern Oklahoma State University 1978 — 1980
Robert Rode's Mutual of Omaha Experience 2006 - 2007
Job Logistic Specialist at US Navy
Industry Military
Experience
US Navy February 2007 - Present
Mutual of Omaha 2006 - 2007
Harley-Davidson Motor Company 2001 - 2006
Education
Temple University 1997 — 2001
Bachelor of Arts (B.A.), Political Science and Government
US Navy February 2007 - Present
Mutual of Omaha 2006 - 2007
Harley-Davidson Motor Company 2001 - 2006
Education
Temple University 1997 — 2001
Bachelor of Arts (B.A.), Political Science and Government
Kristen Glass's Mutual of Omaha Experience January 2014 - Present
Job Lead Sales Assistant at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha January 2014 - Present
Mutual of Omaha February 2005 - Present
UNUM September 2000 - February 2005
Skills
Sales, Customer Service, Underwriting, Disability Insurance, Process Improvement, General Insurance, Business Analysis, Account Management, Insurance, Management, Commercial Insurance, Life Insurance
Education
Texas A&M University at Galveston 1993 — 1997
Bachelor of Science (B.S.), Marine Biology and Biological Oceanography
Texas A&M University at Galveston 1993 — 1997
Bachelor of Science (B.S.), Marine Biology and Biological Oceanography
Mutual of Omaha January 2014 - Present
Mutual of Omaha February 2005 - Present
UNUM September 2000 - February 2005
Skills
Sales, Customer Service, Underwriting, Disability Insurance, Process Improvement, General Insurance, Business Analysis, Account Management, Insurance, Management, Commercial Insurance, Life Insurance
Education
Texas A&M University at Galveston 1993 — 1997
Bachelor of Science (B.S.), Marine Biology and Biological Oceanography
Texas A&M University at Galveston 1993 — 1997
Bachelor of Science (B.S.), Marine Biology and Biological Oceanography
Andrew Maingot's Mutual of Omaha Experience October 2014 - July 2015
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services July 2015 - Present
Mutual of Omaha October 2014 - July 2015
UniFirst Corporation August 2013 - August 2014
Corpus Christi Country Club July 2011 - August 2013
Corpus Christi Country Club September 2008 - June 2011
Skills
Sales Presentations, Cold Calling, Outside Sales, Sales Process, Sales Operations, Sales, Inventory Management, Long-term Customer..., Account Management, Marketing Strategy, Sales Management, Sales Force Development, B2B
Education
Texas A&M University-Corpus Christi 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
First Command Financial Services July 2015 - Present
Mutual of Omaha October 2014 - July 2015
UniFirst Corporation August 2013 - August 2014
Corpus Christi Country Club July 2011 - August 2013
Corpus Christi Country Club September 2008 - June 2011
Skills
Sales Presentations, Cold Calling, Outside Sales, Sales Process, Sales Operations, Sales, Inventory Management, Long-term Customer..., Account Management, Marketing Strategy, Sales Management, Sales Force Development, B2B
Education
Texas A&M University-Corpus Christi 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO