Mutual Trust Financial Group
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Mutual Trust Financial Group Employees
Propeller HR Solutions, Inc. April 2014 - Present
Mutual Trust Financial Group December 2011 - March 2014
Senior Lifestyle Corporation October 2003 - December 2011
Schwarze Industries, Inc. June 2000 - July 2003
American Freightways June 1996 - September 1999
Education
National-Louis University
BS, Business Management
The University of Kansas
YETTER- Tax meets technology November 2013 - Present
Mutual Trust Financial Group May 2004 - July 2012
Chase Manhattan Mortgage Corporation February 2002 - May 2004
Skills
Insurance, Administrative..., Benefits Administration, Employee Benefits, Investments, Mortgage Lending, Outlook
Education
Morton College 1990 — 1993
Associates
Mutual Trust Financial Group September 2015 - Present
Mutual Trust Financial Group October 2013 - Present
Mutual Trust Financial Group May 2013 - October 2013
Mutual Trust Financial Group January 2008 - May 2013
Mutual Trust Financial Group March 2001 - December 2007
OfficeMax April 2000 - March 2001
Service Merchandise December 1994 - March 2000
Skills
Process Improvement, Document Management, Outlook, Project Management, Leadership, Troubleshooting, Life Insurance, Workflow Software, Records Management, Inventory Control, Scanners, Enterprise Content..., System Conversion, Document Imaging, Performance Management, Office Equipment, OnBase, Underwriting Support, Policy Issue, Metafile, Operations Management, AnyDoc, Training, Team Building
Education
Dominican University
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
Morton College
Associate of Science (A.S.), Computer Programming
seoClarity October 2014 - Present
seoClarity June 2014 - November 2014
Mutual Trust Financial Group December 2012 - June 2014
Mutual Trust Financial Group November 2012 - March 2013
Target November 2012 - December 2012
Sleevecandy April 2012 - June 2012
Godiva Chocolatier August 2011 - March 2012
Georama, Inc. 2012 - 2012
ILLINOIS TOLLWAY August 2008 - August 2010
Skills
Marketing, Keyword Research, Content Strategy, SEO Audits, Social Media, Link Building, Sales, PowerPoint, Social Media Marketing, Market Research, Management, Microsoft Office, Microsoft Excel, Social Networking, Strategic Marketing..., Product Development, Customer Service, Microsoft Word, Film Editing, HTML, Storyboarding, Screenwriting, Final Cut Studio, Personnel Management, Brand Development
Education
DePaul University 2007 — 2012
B.S, Marketing & Management
Mutual Trust Financial Group February 2009 - Present
North American Company for Life and Health March 2006 - February 2009
The Baltimore Life Insurance Company January 1998 - January 2006
The Canada Life Assurance Company January 1983 - December 1998
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Health Insurance, Retirement, Term Life Insurance, Long-term Care, Retirement Planning, Strategic Financial..., Whole Life, Brokers, Employee Benefits, Underwriting, Investments, Wealth Management, Financial Planning
Education
University of South Carolina-Columbia
Bachelor of Science (B.S.), Finance
Design My Make-up January 2009 - Present
The Momsay January 2013 - January 2014
Mutual Trust Financial Group March 2005 - May 2007
Nordstroms July 2003 - February 2005
Active Communications International April 2000 - June 2002
NoyesRobertson April 1999 - December 1999
Skills
Advertising, Marketing, Press Releases, Newsletters, Market Research, Event Management, E-commerce, Trade Shows, Sales, Customer Service, Editing, Brochures, Marketing Strategy, Publications, Event Planning, Email Marketing, Corporate Events, Integrated Marketing, New Business Development, Creative Direction, Strategy, Marketing Communications, Graphic Design, Account Management, Social Media, Brand Management, Social Media Marketing, Social Networking, Management, Online Marketing, Leadership, Strategic Planning, Public Speaking, Public Relations
Education
Chicago Association of Realtors (CAR) Real Estate School 2002 — 2002
Real Estate Sales License
DePaul University 1995 — 1999
Bachelor of Science in Commerce, Marketing Management
College Planning Relief (CPR) & Rising Phoenix College Solutions September 2011 - Present
Mutual Trust Financial Group March 2010 - Present
Wisdom-Based Learning Corporation 2002 - February 2011
i9 Sports 2008 - 2011
United First Financial June 2009 - 2010
Broward County Schools August 1996 - July 2007
Skills
Curriculum Development, Public Speaking, Coaching, Small Business, Curriculum Design, Teaching, Staff Development, Event Planning, Public Relations, Customer Service, Strategic Financial..., Time Management, Program Development, Insurance, Marketing, Leadership Development, Entrepreneurship, Team Building, Microsoft Office, Fixed Annuities, Strategic Planning, Community Outreach, Non-profits, Personal Development, Leadership, Retirement
Education
Stanford Graduate School of Education 1994 — 1996
Master of Arts (MA), Education
Stanford University 1992 — 1996
Bachelor of Arts (BA), Political Science
Miami Dade College 1990 — 1992
AA, Business
Gold Coast School of Insurance
2-15 License, Insurance: Life, Health, & Annuities
Landmark Education
Personal Development and Transformative Learning
PharMEDium Healthcare May 2009 - October 2012
HSBC September 2007 - July 2008
Aston Asset Management (& ABN AMRO Affiliates) September 1998 - September 2007
Mutual Trust Financial Group October 1994 - September 1998
Skills
Project Management, Lotus Notes, Customer Service, Budgets, Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Negotiation, Visio, Project Planning, Microsoft Word, Analysis, Program Management, Inventory Management, Human Resources, Training, Sales, Employee Relations, Team Building, Contract Negotiation, New Business Development, Customer Satisfaction, Leadership
Education
Fenton High School 1989 — 1993
Yes, High School Diploma
College of DuPage
Business
Greystar June 2015 - Present
Hunt Companies June 2014 - Present
Hunt Companies December 2012 - June 2014
Mutual Trust Financial Group May 2012 - December 2012
United States Marine Corps June 2006 - June 2012
Principal Financial Group January 2011 - August 2011
Skills
Real Estate, Financial Analysis, Commercial Lending, Loan Servicing, Financial Modeling, Valuation, Asset Management, Investments, Due Diligence, Leadership, Real Estate Economics, Management
Education
Iowa State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Mutual Trust Financial Group October 2014 - Present
Aflac June 2014 - October 2014
Nationwide Insurance June 2008 - June 2014
Nationwide Insurance April 2006 - June 2008
AIG January 2002 - March 2006
Midland Life Insurance Company 1996 - 2001
Jackson 1994 - 1996
Alexander Hamilton Insurance Company 1989 - 1994
Coopers & Lybrand 1986 - 1989
Skills
CPA, CTP, FLMI, ARA
Education
Albion College 1982 — 1986
Bachelor of Arts (B.A.), Eonomics
Dearborn National May 2010 - Present
MetLife October 2000 - May 2010
Lockton Companies August 2004 - July 2005
Mutual Trust Financial Group 1998 - 2000
Skills
Underwriting, Life Insurance, Disability Insurance, Term Life Insurance, Group Insurance, General Insurance, Training, Insurance, Dentistry, Benefits Administration, Brokers, Employee Benefits
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science (BS), Animal Sciences
Concorde Investment Services, LLC 2012 - Present
Mutual Trust Financial Group 2007 - Present
Asset Mgmt Systems, Inc. April 1984 - Present
College for Financial Planning 1988 - 2014
Gleaner Life 1995 - 2009
Asset Management Systems, Inc. 1984 - 2009
Questar Capital 1998 - 2007
MCM Acoustics / The Stereo Alternative 1978 - 1984
Skills
Investments, Insurance, Financial Services, Life Insurance, Retirement Planning, Asset Management, Financial Advisory, Fixed Annuities, Estate Planning, Securities, Finance, Retirement, Wealth, Small Business, IRAs, Series 7, Financial Planning, Wealth Management, Disability Insurance, Financial Planners, Investment Advisory, High Net Worth..., Money Management, Personal Finance, Mutual Funds, 401k, Insurance Planning, Investment Strategies, Equities, Annuities, Tax, Brokers, Wealth Accumulation, Alternative Investments, Strategic Financial..., Wealth Management..., Health Insurance, Long-term Care, Financial Advice, IRA's, Asset Allocation, Wealth Transfer, Life Planning, Comprehensive Wealth..., Long Term Care, Management, Customer Service, Leadership, Portfolio Management, Strategic Planning
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning
Columbia College Chicago 1973 — 1977
Bachelor's degree
Columbia College Chicago 1973 — 1977
Bachelor's degree
Northmont HS
Northmont HS
Northmont HS
Northmont HS
Northmont HS
Mutual Trust Financial Group May 2014 - Present
SS&G January 2014 - March 2014
Visionworks Optometry June 2010 - January 2014
Ascend NIU January 2013 - May 2013
Ascend NIU September 2012 - December 2012
Panera Bread October 2008 - January 2010
Skills
Computer: Word, Excel,..., Languages: understands..., Strong communication..., Ability to adapt to any..., Emphasizes on excelling..., Microsoft Word, Manufacturing, Training, Data Entry, Outlook, Time Management, Payroll, Microsoft Excel, Customer Service, PowerPoint, Retail, Telephone Skills, Leadership, Inventory Management, Microsoft Office, Sales, Customer Satisfaction, Budgets, Accounting, QuickBooks, Team Leadership, Management, Access, Administrative...
Education
Northern Illinois University - College of Business 2012 — 2013
Bachelor's degree of Science, Accounting
College of DuPage 2009 — 2011
Mutual Trust Financial Group January 2013 - Present
Mutual Trust Financial Group March 2002 - Present
Van Kampen Investments February 1998 - February 2002
Education
Elmhurst College
Bachelor of Arts (BA), Psychology
Mutual Trust Financial Group August 2014 - Present
Mutual Trust Financial Group April 2013 - Present
Mutual Trust Financial Group August 2012 - April 2013
Walgreens August 2008 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, Customer Service, Merchandising, Marketing, Purchase Orders, Shipping, Inventory Management, Leadership, Marketing Strategy, Sales, Facebook, Sales Operations
Education
Eastern Illinois University 2010 — 2012
Bachelor of Science, Business; Marketing
Mutual Trust Financial Group December 2010 - Present
Allstate Financial Services, LLC June 2008 - April 2009
Skills
Sales, Financial Services, Life Insurance, Management, Insurance, Investments
Education
The John Marshall Law School 1999 — 2003
Juris Doctor (J.D.), Law
Northern Illinois University 1993 — 1995
Bachelor's Degree, Finance, General
bswift February 2015 - Present
Deloitte June 2013 - February 2015
Mutual Trust Financial Group August 2010 - May 2013
Illinois State University Athletics April 2009 - May 2010
Illinois State University February 2008 - May 2009
Wingren Landscape Inc May 2007 - August 2008
Skills
Strategic Financial..., Microsoft Excel, Account Reconciliation, Investments, Budgets, Accounting, Finance, Access, Tax, Financial Analysis, Analysis, Internal Controls, Internal Audit, Insurance, Financial Reporting
Education
Illinois State University 2005 — 2010
B.S., Accounting, Finance
Mutual Trust Financial Group August 2011 - Present
Mutual Trust Financial Group 2011 - 2013
Pacific Life August 1998 - August 2011
Skills
Insurance, Retirement Planning, Health Insurance, Wealth Management, Life Insurance, Fixed Annuities, General Insurance, Banking, Disability Insurance, Sales, Underwriting, Series 63, Investments, Brokers, Strategic Planning, Small Business, Employee Benefits, Retirement, Financial Services, Sales Management, Long-term Care, Marketing, Finance, Term Life Insurance
Education
North Central College 1988 — 1991
Bachelor of Education (B.Ed.)
College of DuPage
Associate's degree
Mutual Trust Financial Group June 2003 - Present
Allstate Financial 2000 - 2003
Allstate Life Insurance 1998 - 2000
Allstate Life Insurance 1984 - 1998
Skills
Life Insurance, Insurance, Fixed Annuities, Disability Insurance, Retirement, Health Insurance, Retirement Planning, Long-term Care, Strategic Financial..., Employee Benefits, Financial Services, Financial Planners, Underwriting, 401k, Term Life Insurance, Mutual Funds, IRAs, Universal Life, Digital Strategy, Leadership, Social Media Marketing, Marketing Strategy, Sales Management, Salesforce.com, Financial Planning, Management
Education
Quinlan School of Business, Loyola University Chicago 1994 — 1997
MBA, Finance
Saint Mary's University of Minnesota 1979 — 1983
B.A., Business Administration - Management
Korean War National Museum December 2010 - March 2013
Korean War National Museum July 2010 - December 2010
Office Team August 2010 - September 2010
Pritzker Military Library November 2006 - May 2010
Pitney Bowes Management Services September 2005 - November 2006
Blue Cross Blue Shield Association January 2005 - August 2005
Mutual Trust Financial Group February 2004 - January 2005
Seniors Security Financial, Ltd September 2003 - February 2004
Ernst & Young May 1998 - February 2003
Skills
Event Planning, Public Speaking, Non-profits, Microsoft Office, Newsletters, Social Media, Customer Service, Research, Adobe Acrobat, Event Management, PowerPoint, Public Relations, Nonprofits, Access, Training
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
Master of Science, Project Management
Keller Graduate School of Management of DeVry University 2000 — 2006
Masters, Business Administration
Keller Graduate School of Management of DeVry University 2000 — 2005
Master of Science, Accounting and Financial Management
Saint Mary's University of Minnesota 1983 — 1987
Bachelor of Arts, Music and 20th Century Humanities
Mutual Trust Financial Group June 2002 - Present
CCC Information Services 1997 - 2001
Trans Union 1993 - 1996
Sears, Roebuck & Co. June 1986 - May 1993
Skills
Requirements Analysis, Troubleshooting, SharePoint, SDLC, ITIL, Process Improvement, Project Management, Coaching, Management, Business Analysis, Data Center, IT Management, Disaster Recovery, Security, Access
Education
University of Illinois at Chicago 1979 — 1984
Bachelor of Arts (B.A.), Economics
Koolatron February 2007 - Present
Abco Ltd. August 2000 - February 2007
Sun Media Corporation (The Toronto Sun) September 1998 - August 2000
Mutual Trust Financial Group April 1996 - August 1998
Financial Post / National Post January 1990 - August 1998
Toronto Sun Media Corporation January 1985 - December 1989
Dun & Brandstreet March 1982 - December 1985
Skills
Sales Management, Budgeting, Budgets, Competitive Analysis, Strategic Planning, Negotiation, Sales Operations, New Business Development, Sales, Selling, Forecasting, Market Planning, Entrepreneurship, Direct Sales, Management, B2B, Key Account Management, Business Development, Leadership, Customer Service, Key Account Development, Trade Shows, Retail, Product Marketing
Education
Centennial College 1980 — 1983
Business Administration, Marketing
National Career Institute
How to Supervise People
Ontario Mortgage Broker Association
Ontario Mortgage Broker License, OMBA License
Pheonix Seminar
Peak Performance Training
Xerox PSS2
Personal Selling Skills
Studio D Consulting & Creative March 2001 - Present
Phillips Associates September 2006 - Present
Amplivox Portable Sound Systems 2011 - Present
TechLoss Consulting & Restoration, Inc. April 2011 - Present
Chicago Women in Publishing September 2005 - June 2011
Block and Company September 2007 - December 2009
Discover Financial Services 2005 - 2007
Mutual Trust Financial Group 2003 - 2007
Northwest Community Hospital 2003 - 2007
Glenview Park District 2003 - 2006
Skills
Advertising, Graphic Design, Copywriting, Branding & Identity, Sales Promotion, Organizational..., Marketing Communications, Direct Mail, Email Marketing, Social Media, Newsletters, Creative Direction, Direct Marketing, Marketing Strategy, Integrated Marketing, Social Media Marketing, Marketing, Adobe Acrobat, Corporate Communications, Adobe Creative Suite
Education
Roosevelt University 1989 — 1991
MS, Marketing Communications
Western Illinois University
BS, Communicative Disorders
The Kraft Heinz Company May 2014 - Present
Cancer Treatment Centers of America September 2009 - May 2014
Weber-Stephen Products Co. October 2005 - September 2009
Mutual Trust Financial Group November 2001 - October 2005
Money Matters Exchange April 2001 - November 2001
Wheeling Police Department April 1994 - April 2001
United States Marine Corps March 1988 - March 1992
Skills
Sitecore CMS, ASP.NET, Sitecore Development, ASP.NET Web API, Web Applications, C#, MVC, ASP.NET MVC, JavaScript, XML, SQL, CSS, Web Development, jQuery, SharePoint, Agile Methodologies, Microsoft SQL Server, AJAX, Security, HTML, HTML 5, SSRS, Web Parts, LINQ, Bootstrap, Sitecore DMS, Glass.Mapper for..., Application Architecture, Sitecore Experience..., VB.NET, Bazaarvoice integrations, Digital Asset Management, Product Information..., Personalization, User Experience Design, Lead Development, Peer Mentoring, Telerik, Application Lifecycle..., Visual Studio, Team Foundation Server, Team Development for...
Education
Roosevelt University 2001 — 2004
Master of Science, Computer Science
Roosevelt University 1996 — 2001
B.A., Computer Science
Mutual Trust Financial Group September 2001 - Present
Mutual Trust Financial Group September 2001 - Present
ShowCase Corporation September 1999 - August 2001
Skills
Onboarding, Employee Relations, Organizational..., Performance Management, Employee Benefits, Succession Planning, Talent Management, Benefits Administration, Employee Engagement, Organizational Design, Employee Recognition, Leadership Development, Workforce Planning, Talent Acquisition
Education
Northwood University
Bachelor of Business Administration (BBA), Management
University of Southern Maine - School of Business
Mutual Trust Financial Group March 2014 - Present
Mutual Trust Financial Group August 2012 - Present
Allianz Global Corporate & Specialty (AGCS) May 2009 - August 2010
Zurich North America May 2008 - August 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Underwriting, Insurance
Education
Illinois State University 2008 — 2012
Bachelor of Science (B.S.), Finance/Insurance
Northern Technologies International Corporation ("NTIC") August 2013 - Present
Publishers Clearing House February 2001 - Present
Mutual Trust Financial Group 2000 - Present
Priceline.com 1998 - December 2001
CIGNA December 1991 - July 1998
TWA May 1980 - December 1991
Skills
Public Speaking, Non-profits, Marketing Strategy, Public Relations, Strategic Planning, Marketing Communications, Social Media, Strategy, Online Advertising, Marketing, Nonprofits, Integrated Marketing, Market Research, Start-ups, Social Media Marketing, Product Development, Media Relations, Management Consulting, Management, Digital Marketing, Leadership Development, Team Building, Entrepreneurship, Leadership, Brand Development, Advertising, Email Marketing, Board of Directors, Direct Marketing, Strategic Partnerships, Business Strategy, Digital Strategy, Social Networking, Online Marketing, Strategic Communications, Managing Finances
Education
Columbia University - Columbia Business School 1978 — 1980
MBA
Business Benefit Plans April 2004 - Present
Mutual Trust Financial Group May 1987 - September 1990
Transamerica January 1971 - June 1987
Skills
Health Insurance, Customer Service, Insurance, Commercial Insurance, Long Term Care, Small Business, General Insurance, Employee Benefits, Disability Insurance, Claims, Liability, General Liability, Brokers, Term Life Insurance, Annuities, Professional Liability, Underwriting, Medicare Supplements, Commercial Lines, Financial Planning, Whole Life, Universal Life, Critical Illness, Health Savings Accounts, Life Insurance, Retirement, 401k
Education
Marquette University 1979 — 1985
Mutual Trust Financial Group February 2005 - Present
CNA Insurance October 1999 - May 2004
CNA Insurance October 1990 - March 2001
Skills
Claim, Litigation Management, Reinsurance, Arbitration, Mergers & Acquisitions, Claims Management, Life Insurance, Employment Law, Employee Benefits, Privacy Law, Underwriting, Management, Project Management, Board Relations, Office Administration, Insurance, Insurance Law, Corporate Law, Corporate Governance, Risk Management
Education
The John Marshall Law School
Juris Doctor
Loyola University of Chicago
Bachelor of Arts (B.A.), English
Illinois Life & Health Insurance Guaranty Association October 2012 - Present
Mutual Trust Financial Group September 2000 - September 2012
Target Underwriting Management Corporation November 1991 - August 2000
Skills
Internal Controls, Reinsurance, Insurance, Auditing, Enterprise Risk..., Risk Management, Financial Reporting, Accounting, Financial Analysis, COSO, Sarbanes-Oxley, Strategic Financial..., Underwriting, Internal Audit, Claim, Health Insurance, General Insurance, Audit Committee, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2000 — 2004
Master of Business Administration (MBA), Business Administration, Management and Operations, Magna Cum Laude
North Central College 1995 — 2000
Bachelor of Business Administration (BBA), Accounting and Business/Management, Magna Cum Laude
Mutual Trust Financial Group September 2010 - Present
Cohen Financial August 2009 - August 2010
Allstate Investments April 2007 - March 2009
Capmark October 1999 - April 2007
Skills
Asset Managment, Underwriting, CMBS, Commercial Mortgages, Real Estate Economics, Loans
Education
Eastern Illinois University 1992 — 1997
Economics
Home November 2014 - Present
Mutual Trust Financial Group June 2006 - October 2014
Lucent Technologies 1985 - 2001
Education
Benedictine University
Bachelor of Science, Computer Science
n/a July 2014 - Present
Mutual Trust Financial Group March 2004 - July 2014
Westell September 2000 - September 2001
Alcatel-Lucent 1977 - 2000
Skills
Mathematical Programming, Telecommunications, TCP/IP, Apache, Microsoft Excel, Team Building, Unix, Software Development, Software Configuration..., Software Design, Requirements Analysis, Software Engineering, LTE, Wireless
Education
Lewis University 2002 — 2003
ISBE Type 09 Teaching Certificate, Secondary Education, 3.8/4.0
Benedictine University 1982 — 1984
BS, Computer Science, 4.0/4.0
Columbus State Community College 1975 — 1977
AAS, Electronics, 3.9/4.0
Mutual Trust Financial Group December 2010 - Present
Allstate Financial June 2008 - May 2009
Harris Bank 1999 - 2006
Skills
Fixed Annuities, Life Insurance, Series 6, Series 63, Series 7, Mutual Funds, Variable Annuities, Retirement Planning, Relationship Management, Wealth Management, Financial Services, Small Business, Sales, Banking
Education
The John Marshall Law School 1999 — 2003
JD, Law
Northern Illinois University 1993 — 1995
Bachelor of Science (B.S.), Finance, General
Mutual Trust Financial Group November 2007 - Present
Liberty Mutual Insurance March 1997 - November 2007
Milliman & Robertson August 1992 - March 1997
Skills
Insurance, Fixed Annuities, Reinsurance, Investments, Actuarial Science, Health Insurance, Underwriting
Education
Siena College 1973 — 1977
BS, Mathematics
Pacific Life 2013 - Present
General Board of Pension and Health Benefits 2010 - 2013
The Hartford 2008 - 2009
Old Mutual Financial Network 2005 - 2006
Mutual Trust Financial Group December 2001 - October 2005
Skills
Actuarial Science, Defined Benefit, Pensions, Defined Contribution, MoSes, Actuaries, Embedded Value, Economic Capital, Statistics, Financial Risk, Actuarial Consulting, Pension Funds, Financial Analysis
Education
Northern Illinois University
BS, Mathematics
LPL Financial January 2013 - Present
Fortigent, LLC September 2010 - January 2013
Spot Trading, LLC February 2009 - August 2010
Mutual Trust Financial Group February 2005 - February 2009
Skills
Series 7, Mutual Funds, Series 63, Hedge Funds, Asset Management, Alternative Investments, Investment Advisory, Risk Management, Due Diligence, Financial Services
Education
DePaul University College of Law 2001 — 2004
Juris Doctor, American/U.S. Law/Legal Studies/Jurisprudence
American University 1997 — 2001
Bachelor of Arts (BA), Political Science and Justice
Mutual Trust Financial Group August 2014 - Present
Bank of America Home Loans January 2009 - July 2014
Education
University of Illinois at Urbana-Champaign
Bachelor's degree
MetLife August 2014 - Present
Mutual Trust Financial Group January 2003 - July 2014
Mutual Trust Financial Group January 2003 - July 2014
Innovative Insurance Advisors April 2007 - March 2008
Skills
Life Insurance, Insurance, Training, Disability Insurance, Fixed Annuities, Customer Service, Sales, Long-term Care, Retirement Planning, Underwriting, Strategic Planning, Leadership
Education
Life Office Management Association 2003 — 2014
Insurance
College of DuPage 2000 — 2002
Associate's Degree
Mutual Trust Financial Group April 2005 - Present
Ohio National Financial Services March 2000 - March 2005
Lafayette Life Insurance Co. January 1990 - March 2000
Education
California State University-Long Beach
BS, Business Adminisration
Mutual Trust Financial Group February 2014 - Present
Skills
Sales, Life Insurance, Fixed Annuities, Insurance, Long Term Care Insurance, Disability Insurance, Retirement, Retirement Planning, Term Life Insurance, Financial Planning, Underwriting, Universal Life, Investments, Whole Life
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Arts (B.A.), Economics
Marist High School 1988 — 1992
High School
Mutual Trust Financial Group February 2009 - Present
Allstate October 2005 - February 2009
COUNTRY Financial® February 2004 - October 2005
Skills
Insurance, Life Insurance, Customer Service, Fixed Annuities, Marketing
Education
Life Office Management Association 2009 — 2014
FLMI, AFSI, ACS, AIRC, ARA
Prairie State College 1998 — 2000
Associate of Arts (AA), Business Administration and Management, General
Mutual Trust Financial Group 2011 - Present
Education
Roosevelt University 2006 — 2011
Bachelor's degree, Accounting