Mutual Trust Financial Group

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Mutual Trust Financial Group Employees

Employee
Years
Job
Industry
Julie Schouten, PHR Julie Schouten, PHR Greater Chicago Area Details
Julie Schouten, PHR's Mutual Trust Financial Group Experience December 2011 - March 2014
Job Vice President, Human Resources Strategies at Propeller HR Solutions, Inc.
Industry Human Resources
Experience
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

Lisa Weldon Lisa Weldon Chicago, Illinois Details
Lisa Weldon's Mutual Trust Financial Group Experience May 2004 - July 2012
Job Virtual Executive Assistant
Industry Financial Services
Experience
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

Francine (Hidalgo) Dubicki Francine (Hidalgo) Dubicki Greater Chicago Area Details
Francine (Hidalgo) Dubicki's Mutual Trust Financial Group Experience September 2015 - Present
Job Director, New Business and Document Management at Mutual Trust Financial Group
Industry Financial Services
Experience
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

Alpesh Chaudhari Alpesh Chaudhari Greater Chicago Area Details
Alpesh Chaudhari's Mutual Trust Financial Group Experience December 2012 - June 2014
Job Account Manager at seoClarity
Industry Information Technology and Services
Experience
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

Ed Hughes Ed Hughes United States Details
Ed Hughes's Mutual Trust Financial Group Experience February 2009 - Present
Job Senior Vice President, Chief Sales & Marketing Offficer at Mutual Trust Financial Group
Industry Insurance
Experience
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

Maria Mancari Maria Mancari Greater Chicago Area Details
Maria Mancari's Mutual Trust Financial Group Experience March 2005 - May 2007
Job Marketing Professional
Industry Marketing and Advertising
Experience
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

Cheryl Irvin Cheryl Irvin Miami/Fort Lauderdale Area Details
Cheryl Irvin's Mutual Trust Financial Group Experience March 2010 - Present
Job Educator, Curriculum Developer, College Planning Specialist
Industry Education Management
Experience
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

Kristen Meade - Allen Kristen Meade - Allen Greater Seattle Area Details
Kristen Meade - Allen's Mutual Trust Financial Group Experience October 1994 - September 1998
Job Executive Assistant / Meetings and Events Planner
Industry Executive Office
Experience
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

Joey Verrant Joey Verrant Chicago, Illinois Details
Joey Verrant's Mutual Trust Financial Group Experience May 2012 - December 2012
Job Market Analyst at Greystar
Industry Real Estate
Experience
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

Timothy Diggs Timothy Diggs Oak Brook, Illinois Details
Timothy Diggs's Mutual Trust Financial Group Experience October 2014 - Present
Job Vice President & Controller at MTL Insurance Company
Industry Insurance
Experience
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

Carolyn Dotson Carolyn Dotson Lombard, Illinois Details
Carolyn Dotson's Mutual Trust Financial Group Experience 1998 - 2000
Job Senior Underwriter at Dearborn National
Industry Financial Services
Experience
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

Jay McClellan, CFP®, CEP® Jay McClellan, CFP®, CEP® Dayton, Ohio Area Details
Jay McClellan, CFP®, CEP®'s Mutual Trust Financial Group Experience 2007 - Present
Job Owner, Asset Mgmt Systems, Inc.
Industry Investment Management
Experience
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

Kirstie Banh Kirstie Banh Greater Chicago Area Details
Kirstie Banh's Mutual Trust Financial Group Experience May 2014 - Present
Job Internal Auditor at Mutual Trust Financial Group
Industry Accounting
Experience
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

Haley Solomon Haley Solomon Lisle, Illinois Details
Haley Solomon's Mutual Trust Financial Group Experience January 2013 - Present
Job Manager, Contracts & Licensing and Agent Commissions at Mutual Trust Financial Group
Industry Insurance
Experience
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

Josh Stanfield Josh Stanfield Greater Chicago Area Details
Josh Stanfield's Mutual Trust Financial Group Experience August 2014 - Present
Job Case Manager at Mutual Trust Financial Group
Industry Marketing and Advertising
Experience
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

Kip Walker, JD, CLU Kip Walker, JD, CLU Greater Chicago Area Details
Kip Walker, JD, CLU's Mutual Trust Financial Group Experience December 2010 - Present
Job National Accounts Manager at Mutual Trust Financial Group
Industry Financial Services
Experience
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

Garret Spiek, CPA Garret Spiek, CPA Greater Chicago Area Details
Garret Spiek, CPA's Mutual Trust Financial Group Experience August 2010 - May 2013
Job Senior Accountant at bswift
Industry Accounting
Experience
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

Richard Weizeorick Richard Weizeorick Greater Chicago Area Details
Richard Weizeorick's Mutual Trust Financial Group Experience August 2011 - Present
Job Sr. Sales Support at Mutual Trust Financial Group
Industry Insurance
Experience
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

Mark Bermes Mark Bermes Greater Chicago Area Details
Mark Bermes's Mutual Trust Financial Group Experience June 2003 - Present
Job Marketing Director at Mutual Trust Financial Group
Industry Financial Services
Experience
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

Mary Spurr Mary Spurr Greater Chicago Area Details
Mary Spurr's Mutual Trust Financial Group Experience February 2004 - January 2005
Job Accounts Receivable Manager
Industry Financial Services
Experience
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

Brian Allendorfer Brian Allendorfer Greater Chicago Area Details
Brian Allendorfer's Mutual Trust Financial Group Experience June 2002 - Present
Job Application Analyst
Industry Computer Software
Experience
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

Daniel DelMedico Daniel DelMedico Toronto, Canada Area Details
Daniel DelMedico's Mutual Trust Financial Group Experience April 1996 - August 1998
Job
Industry Consumer Goods
Experience
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

Dorothy Ryan Dorothy Ryan Greater Chicago Area Details
Dorothy Ryan's Mutual Trust Financial Group Experience 2003 - 2007
Job Creative Direction | Graphic Design | Marketing Communications | Ideation
Industry Marketing and Advertising
Experience
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

Frank Lozano Frank Lozano Greater Chicago Area Details
Frank Lozano's Mutual Trust Financial Group Experience November 2001 - October 2005
Job Lead Sitecore Developer at Kraft Foods Group
Industry Information Technology and Services
Experience
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

Freddie Jacob Freddie Jacob Greater Chicago Area Details
Freddie Jacob's Mutual Trust Financial Group Experience September 2001 - Present
Job SVP, Organization Development & Human Resources
Industry Insurance
Experience
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

Lisa Mensching Lisa Mensching Carol Stream, Illinois Details
Lisa Mensching's Mutual Trust Financial Group Experience March 2014 - Present
Job Mortgage Underwriting Analyst, Commercial Mortgage Investments
Industry Insurance
Experience
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

Barbara Colwell Barbara Colwell Greater New York City Area Details
Barbara Colwell's Mutual Trust Financial Group Experience 2000 - Present
Job Marketing and Strategy expert
Industry Nonprofit Organization Management
Experience
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

Jim Jacoby, Sr., LUTCF Jim Jacoby, Sr., LUTCF Greater Chicago Area Details
Jim Jacoby, Sr., LUTCF's Mutual Trust Financial Group Experience May 1987 - September 1990
Job Owner, Business Benefit Plans
Industry Insurance
Experience
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

Geri Gaughan Geri Gaughan Greater Chicago Area Details
Geri Gaughan's Mutual Trust Financial Group Experience February 2005 - Present
Job General Counsel at Mutual Trust Financial Group
Industry Insurance
Experience
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

Janis Potter Janis Potter Greater Chicago Area Details
Janis Potter's Mutual Trust Financial Group Experience September 2000 - September 2012
Job Executive Director at Illinois Life & Health Insurance Guaranty Association
Industry Insurance
Experience
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

Charlie Kakkuri Charlie Kakkuri Greater Chicago Area Details
Charlie Kakkuri's Mutual Trust Financial Group Experience September 2010 - Present
Job Real Estate Investment Analyst
Industry Commercial Real Estate
Experience
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

Linda Ratliff Linda Ratliff Henderson, Nevada Details
Linda Ratliff's Mutual Trust Financial Group Experience June 2006 - October 2014
Job Retired Software Developer
Industry Computer Software
Experience
Home  November 2014 - Present
Mutual Trust Financial Group   June 2006 - October 2014
Lucent Technologies  1985 - 2001

Education
Benedictine University
Bachelor of Science, Computer Science

Bob Fishell Bob Fishell Greater Chicago Area Details
Bob Fishell's Mutual Trust Financial Group Experience March 2004 - July 2014
Job Retired at Not Any More
Industry Information Technology and Services
Experience
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

kip walker kip walker Greater Chicago Area Details
kip walker's Mutual Trust Financial Group Experience December 2010 - Present
Job National Accounts Manager at Mutual Trust Financial Group
Industry Financial Services
Experience
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

Stephen Batza Stephen Batza Greater Chicago Area Details
Stephen Batza's Mutual Trust Financial Group Experience November 2007 - Present
Job President & CEO at MTL Insurance Company
Industry Insurance
Experience
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

Jeremiah MacClure Jeremiah MacClure Aliso Viejo, California Details
Jeremiah MacClure's Mutual Trust Financial Group Experience December 2001 - October 2005
Job Assistant Actuary at Pacific Life
Industry Insurance
Experience
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

Kate Ring Kate Ring Charlotte, North Carolina Area Details
Kate Ring's Mutual Trust Financial Group Experience February 2005 - February 2009
Job
Industry Financial Services
Experience
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

Annette Carter Annette Carter Greater Chicago Area Details
Annette Carter's Mutual Trust Financial Group Experience August 2014 - Present
Job
Industry Banking
Experience
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

Tara Stryszyk Tara Stryszyk Greater Chicago Area Details
Tara Stryszyk's Mutual Trust Financial Group Experience January 2003 - July 2014
Job Account Representative II at MetLife
Industry Insurance
Experience
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

John Uttz John Uttz Greater San Diego Area Details
John Uttz's Mutual Trust Financial Group Experience April 2005 - Present
Job
Industry Insurance
Experience
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

Luke Cosme Luke Cosme Chicago, Illinois Details
Luke Cosme's Mutual Trust Financial Group Experience February 2014 - Present
Job Vice President, Distribution at Mutual Trust Financial Group
Industry Insurance
Experience
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

Kimberly Muirhead Kimberly Muirhead Channahon, Illinois Details
Kimberly Muirhead's Mutual Trust Financial Group Experience February 2009 - Present
Job New Business Policy Issue, Service Representative II at Mutual Trust Financial Group
Industry Insurance
Experience
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

Matt Knueven Matt Knueven Greater Chicago Area Details
Matt Knueven's Mutual Trust Financial Group Experience 2011 - Present
Job Financial Analyst/Investment Accountant at Mutual Trust Financial Group
Industry Insurance
Experience
Mutual Trust Financial Group   2011 - Present

Education
Roosevelt University   2006 — 2011
Bachelor's degree, Accounting