National Life Group
Industry: Financial services company
DescriptionNational Life Group is a diversified group of financial services companies in the USA. National Life is mutually organized and remains independent. The company does business across the country. CEO: Mehran Assadi (2009–) Founder: Julius Yemans Dewey Founded: 1848, Montpelier, Vermont, United States
National Life Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Life Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
National Life Group Salaries. You can even request information on how much does National Life Group pay if you want to. Learn about salaries, pros and cons of working for National Life Group directly from the past employees.
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National Life Group Employees
Employee
Years
Job
Industry
Judi Sbona Squadrito Judi Sbona Squadrito's National Life Group Experience April 2014 - Present
Job Executive Recruiter
Industry Insurance
Experience
National Life Group April 2014 - Present
Skills
Talent Acquisition, Recruiting, Executive Search, Sourcing, Temporary Placement, Temporary Staffing, Management, Internet Recruiting, Interviews, College Recruiting, Employee Benefits, Hiring, Applicant Tracking..., Consulting, Staffing Services, Sales, Benefits Negotiation, Technical Recruiting, Training, Onboarding, Negotiation, Employee Relations, SDLC, Contract Recruitment, Talent Management, Screening Resumes, Background Checks, Permanent Placement, Human Resources, Employee Engagement, Cold Calling, Start-ups, Resume Writing, Screening, Search, Succession Planning, Performance Management, Salesforce.com, HR Consulting, Headhunters, Recruitment, Interviewing, Recruitment/Retention, Full-cycle Recruiting, Leadership, Customer Service
Education
Central Connecticut State University 1984 — 1988
BA, French, Political Science
Middletown High School
National Life Group April 2014 - Present
Skills
Talent Acquisition, Recruiting, Executive Search, Sourcing, Temporary Placement, Temporary Staffing, Management, Internet Recruiting, Interviews, College Recruiting, Employee Benefits, Hiring, Applicant Tracking..., Consulting, Staffing Services, Sales, Benefits Negotiation, Technical Recruiting, Training, Onboarding, Negotiation, Employee Relations, SDLC, Contract Recruitment, Talent Management, Screening Resumes, Background Checks, Permanent Placement, Human Resources, Employee Engagement, Cold Calling, Start-ups, Resume Writing, Screening, Search, Succession Planning, Performance Management, Salesforce.com, HR Consulting, Headhunters, Recruitment, Interviewing, Recruitment/Retention, Full-cycle Recruiting, Leadership, Customer Service
Education
Central Connecticut State University 1984 — 1988
BA, French, Political Science
Middletown High School
Russ Thornberry's National Life Group Experience June 2014 - Present
Job Marketing Director at the San Diego Agency of National Life Group
Industry Financial Services
Experience
National Life Group June 2014 - Present
Canon Solutions America October 2013 - Present
Prudential June 2010 - June 2013
MetLife October 2008 - June 2010
Tweeter Home Entertainment January 2003 - January 2007
Skills
Lead Generation, Salesforce.com, Sales Process, Sales, CRM, Solution Selling, Sales Management, Management, Marketing Strategy, New Business Development, Strategic Partneships, Marketing Automation, Sales Skills Training, Cold Calling, Email Marketing
Education
California State University-San Marcos 2006 — 2008
Bachelor of Science (BS), Business Administration Emphasis in Marketing
National Life Group June 2014 - Present
Canon Solutions America October 2013 - Present
Prudential June 2010 - June 2013
MetLife October 2008 - June 2010
Tweeter Home Entertainment January 2003 - January 2007
Skills
Lead Generation, Salesforce.com, Sales Process, Sales, CRM, Solution Selling, Sales Management, Management, Marketing Strategy, New Business Development, Strategic Partneships, Marketing Automation, Sales Skills Training, Cold Calling, Email Marketing
Education
California State University-San Marcos 2006 — 2008
Bachelor of Science (BS), Business Administration Emphasis in Marketing
Chen Zheng Chen Zheng's National Life Group Experience June 2008 - August 2008
Job Director of Research at ColliersInternational
Industry Commercial Real Estate
Experience
Colliers-International January 2015 - Present
Cushman & Wakefield October 2010 - January 2015
Cushman & Wakefield July 2010 - September 2010
National Life Group June 2008 - August 2008
Babson College September 2007 - May 2008
Studley May 2007 - August 2007
Freshmynts January 2007 - May 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, SPSS, Data Entry, Data Analysis, HTML, CSS, Databases, Presentations, PowerPoint, Market Research, CoStar, Commercial Real Estate, PaintShop Pro, Finance
Education
New York University - Schack Institute of Real Estate 2013 — 2015
Certificate, Real Estate Finance and Investment
New York Real Estate Institute 2009 — 2013
New York Salesperson Real Estate License, Institute Certificate
Babson College 2006 — 2010
Bachelor of Science, Economics, Global Business Management, Marketing
Nanjing University 2008 — 2008
Studying Abroad, Global Economics and Mandarin, Chinese Culture & History
Colliers-International January 2015 - Present
Cushman & Wakefield October 2010 - January 2015
Cushman & Wakefield July 2010 - September 2010
National Life Group June 2008 - August 2008
Babson College September 2007 - May 2008
Studley May 2007 - August 2007
Freshmynts January 2007 - May 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, SPSS, Data Entry, Data Analysis, HTML, CSS, Databases, Presentations, PowerPoint, Market Research, CoStar, Commercial Real Estate, PaintShop Pro, Finance
Education
New York University - Schack Institute of Real Estate 2013 — 2015
Certificate, Real Estate Finance and Investment
New York Real Estate Institute 2009 — 2013
New York Salesperson Real Estate License, Institute Certificate
Babson College 2006 — 2010
Bachelor of Science, Economics, Global Business Management, Marketing
Nanjing University 2008 — 2008
Studying Abroad, Global Economics and Mandarin, Chinese Culture & History
Josh Pombar Josh Pombar's National Life Group Experience November 2011 - April 2013
Job Marketing Director, Nimble Marketer. Branding Innovator.
Industry Marketing and Advertising
Experience
Turtle Fur April 2015 - Present
Focus Marketing June 2013 - Present
Vasa, Inc. April 2014 - April 2015
National Life Group November 2011 - April 2013
National Life Group November 2010 - December 2011
National Life Group February 2009 - November 2010
Turtle Fur 2006 - 2009
Turtle Fur 2003 - 2006
Snow Management Group 2001 - 2003
Seven Days 1999 - 2001
Skills
•Creative Direction &..., •Brand Strategy and..., •Project Management of..., •Website Architecture, •Project Management of..., •Training Program..., •Presentation..., •Social Media as Part..., •Team-Building, •Budget Management, •Public & Media..., Marketing Strategy, Creative Direction, Public Relations, Marketing, Leadership, Strategic Planning, Start-ups, Graphic Design, Management, SEM, Email Marketing, Online Marketing, Social Media Marketing, Training, Cross-functional Team..., Advertising, Trade Shows, Marketing Communications, Sales, Online Advertising, Social Media, Lead Generation, Digital Marketing, Brand Development, Marketing Management, Integrated Marketing, Social Networking, E-commerce, Direct Marketing
Education
Champlain College
University of Maine
Turtle Fur April 2015 - Present
Focus Marketing June 2013 - Present
Vasa, Inc. April 2014 - April 2015
National Life Group November 2011 - April 2013
National Life Group November 2010 - December 2011
National Life Group February 2009 - November 2010
Turtle Fur 2006 - 2009
Turtle Fur 2003 - 2006
Snow Management Group 2001 - 2003
Seven Days 1999 - 2001
Skills
•Creative Direction &..., •Brand Strategy and..., •Project Management of..., •Website Architecture, •Project Management of..., •Training Program..., •Presentation..., •Social Media as Part..., •Team-Building, •Budget Management, •Public & Media..., Marketing Strategy, Creative Direction, Public Relations, Marketing, Leadership, Strategic Planning, Start-ups, Graphic Design, Management, SEM, Email Marketing, Online Marketing, Social Media Marketing, Training, Cross-functional Team..., Advertising, Trade Shows, Marketing Communications, Sales, Online Advertising, Social Media, Lead Generation, Digital Marketing, Brand Development, Marketing Management, Integrated Marketing, Social Networking, E-commerce, Direct Marketing
Education
Champlain College
University of Maine
Forrest Cook Forrest Cook's National Life Group Experience October 1996 - January 2010
Job CFP, ChFC
Industry Financial Services
Experience
Cook Financial Group August 1989 - Present
National Life Group October 1996 - January 2010
Signature Financial Partners, LLC a member of John Hancock Financial Network August 1989 - October 1996
Skills
Series 6, General Securities..., Series 65, Life & Health Insurance..., 63 Licenses, Variable Products, Fixed Annuities, College Savings Plans, 529 Plans, Simple IRA, SEP IRA, Coverdell, 401k Rollovers, Indexed Annuities, Business Overhead..., Long-Term Disability, Personal Financial..., Certified Financial..., Chartered Financial..., Retirement Planning, Estate Planning, Disability Insurance, Investments, Insurance, Long Term Care Insurance
Education
The American College
Baker University 1981 — 1985
Bachelor of Arts (B.A.), Mass Communications & Religion
Wellington High School 1978 — 1981
Cook Financial Group August 1989 - Present
National Life Group October 1996 - January 2010
Signature Financial Partners, LLC a member of John Hancock Financial Network August 1989 - October 1996
Skills
Series 6, General Securities..., Series 65, Life & Health Insurance..., 63 Licenses, Variable Products, Fixed Annuities, College Savings Plans, 529 Plans, Simple IRA, SEP IRA, Coverdell, 401k Rollovers, Indexed Annuities, Business Overhead..., Long-Term Disability, Personal Financial..., Certified Financial..., Chartered Financial..., Retirement Planning, Estate Planning, Disability Insurance, Investments, Insurance, Long Term Care Insurance
Education
The American College
Baker University 1981 — 1985
Bachelor of Arts (B.A.), Mass Communications & Religion
Wellington High School 1978 — 1981
Sidhu Alapati Sidhu Alapati's National Life Group Experience May 2009 - December 2009
Job Lead Microsoft BI Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Dignity Health October 2010 - December 2014
Geisinger Health System January 2010 - September 2010
National Life Group May 2009 - December 2009
Bartronics America Inc. May 2007 - May 2009
Skills
Microsoft SQL Server, SSIS, SSRS, TFS, Quality Center, Data Warehousing, ETL, Database Administration, Data Analysis, Data Modeling, SDLC, Crystal Reports, T-SQL, Business Intelligence, Release Management, Sprint Planning, SharePoint, Database Design, Visio, Databases
Education
Anna University
Bachelor of Engineering (B.E.)
Wells Fargo January 2015 - Present
Dignity Health October 2010 - December 2014
Geisinger Health System January 2010 - September 2010
National Life Group May 2009 - December 2009
Bartronics America Inc. May 2007 - May 2009
Skills
Microsoft SQL Server, SSIS, SSRS, TFS, Quality Center, Data Warehousing, ETL, Database Administration, Data Analysis, Data Modeling, SDLC, Crystal Reports, T-SQL, Business Intelligence, Release Management, Sprint Planning, SharePoint, Database Design, Visio, Databases
Education
Anna University
Bachelor of Engineering (B.E.)
Sara Walker Sara Walker's National Life Group Experience May 2008 - July 2009
Job Administration
Industry Libraries
Experience
Stafford Music Academy January 2015 - Present
Cook Pharmica August 2014 - June 2015
Cook Pharmica February 2013 - August 2014
Cook Pharmica January 2010 - January 2013
Kelly Services October 2009 - January 2010
National Life Group May 2008 - July 2009
National Health Services Scotland December 2007 - March 2008
Kellogg-Hubbard Library June 2006 - August 2006
Kellogg-Hubbard Library June 2005 - August 2005
Skills
Sop, GMP, Quality Assurance, Document Management, SharePoint, Access, Microsoft Office, 21 CFR Part 11, Validation, Change Control, Technical Writing, Software Documentation, FDA, Quality System
Education
Bloomsburg University of Pennsylvania 2003 — 2007
BS, American Sign Language/English Interpretation
Stafford Music Academy January 2015 - Present
Cook Pharmica August 2014 - June 2015
Cook Pharmica February 2013 - August 2014
Cook Pharmica January 2010 - January 2013
Kelly Services October 2009 - January 2010
National Life Group May 2008 - July 2009
National Health Services Scotland December 2007 - March 2008
Kellogg-Hubbard Library June 2006 - August 2006
Kellogg-Hubbard Library June 2005 - August 2005
Skills
Sop, GMP, Quality Assurance, Document Management, SharePoint, Access, Microsoft Office, 21 CFR Part 11, Validation, Change Control, Technical Writing, Software Documentation, FDA, Quality System
Education
Bloomsburg University of Pennsylvania 2003 — 2007
BS, American Sign Language/English Interpretation
Kylie Webster Kylie Webster's National Life Group Experience May 2009 - August 2009
Job Marketing Supervisor at Vermont Federal Credit Union
Industry Marketing and Advertising
Experience
Vermont Federal Credit Union September 2013 - Present
Vermont Federal Credit Union March 2011 - Present
National Life Group May 2009 - August 2009
VSECU March 2007 - August 2008
Indigo Hair Salon May 2007 - December 2007
Skills
Microsoft Office, Writing, Customer Service, Editing, Event Management, Email Marketing, Social Media Marketing, Sponsorship Marketing, Public Relations, Public Speaking, Survey Development, Brand Awareness, Attention To Detail, Community Relations, Select Employee Groups, Financial Education, Basic Video Editing, Survey Research, Self-motivated, Content Creation, Microsites, Adobe Creative Suite, Content Management, Facebook, Event Planning, Leadership, Community Development, Social Networking, Budgets, Online Marketing, Social Media, Market Research, Marketing, Content Strategy, Newsletters, Advertising, Marketing Communications, Analysis, Exit Surveys, Sponsorship
Education
University of Vermont 2007 — 2011
Bachelors of Science in Business Administration, Marketing, Human Resources Management, Sociology, Language and Literature
Champlain College
Management Excellence Seminar Series
Vermont Federal Credit Union September 2013 - Present
Vermont Federal Credit Union March 2011 - Present
National Life Group May 2009 - August 2009
VSECU March 2007 - August 2008
Indigo Hair Salon May 2007 - December 2007
Skills
Microsoft Office, Writing, Customer Service, Editing, Event Management, Email Marketing, Social Media Marketing, Sponsorship Marketing, Public Relations, Public Speaking, Survey Development, Brand Awareness, Attention To Detail, Community Relations, Select Employee Groups, Financial Education, Basic Video Editing, Survey Research, Self-motivated, Content Creation, Microsites, Adobe Creative Suite, Content Management, Facebook, Event Planning, Leadership, Community Development, Social Networking, Budgets, Online Marketing, Social Media, Market Research, Marketing, Content Strategy, Newsletters, Advertising, Marketing Communications, Analysis, Exit Surveys, Sponsorship
Education
University of Vermont 2007 — 2011
Bachelors of Science in Business Administration, Marketing, Human Resources Management, Sociology, Language and Literature
Champlain College
Management Excellence Seminar Series
Brian Ibey Brian Ibey's National Life Group Experience August 1976 - March 2000
Job Senior Software Engineer at Level9
Industry Information Technology and Services
Experience
Level9 March 2000 - Present
National Life Group August 1976 - March 2000
Skills
MySQL, PostgreSQL, JavaScript, Software Project..., Web Applications, CMS, Software Development, SQL, Php, Jquery, Coldfusion, Linux, Regular Expressions, CSS, HTML, Web Architecture, Application Architecture, XML, Paypal Integration
Education
Champlain College 1973 — 1975
Bachelor of Science, Computer Programming
Level9 March 2000 - Present
National Life Group August 1976 - March 2000
Skills
MySQL, PostgreSQL, JavaScript, Software Project..., Web Applications, CMS, Software Development, SQL, Php, Jquery, Coldfusion, Linux, Regular Expressions, CSS, HTML, Web Architecture, Application Architecture, XML, Paypal Integration
Education
Champlain College 1973 — 1975
Bachelor of Science, Computer Programming
Stephen Farr's National Life Group Experience January 2009 - Present
Job Chief Architect and 2nd Vice President at National Life Group
Industry Insurance
Experience
National Life Group January 2009 - Present
MassMutual Financial Group April 1988 - January 2009
Skills
Transformational..., Strategic Vision, Operational Execution, P&L Financial Management, Solution Architecture, Architectures, Architecture, Databases, Vendor Management, ITIL, Leadership, Enterprise Software, Visio, P&L Management, Enterprise Architecture, Virtualization, System Deployment, SDLC, Management, SOA, Requirements Analysis, Business Requirements, Infrastructure, Requirements Gathering, Software Project..., Websphere, Business Analysis, Process Improvement, IT Management, Agile Methodologies, SharePoint, Resource Management, Data Warehousing
Education
Anna Maria College
BS, Business Managment
National Life Group January 2009 - Present
MassMutual Financial Group April 1988 - January 2009
Skills
Transformational..., Strategic Vision, Operational Execution, P&L Financial Management, Solution Architecture, Architectures, Architecture, Databases, Vendor Management, ITIL, Leadership, Enterprise Software, Visio, P&L Management, Enterprise Architecture, Virtualization, System Deployment, SDLC, Management, SOA, Requirements Analysis, Business Requirements, Infrastructure, Requirements Gathering, Software Project..., Websphere, Business Analysis, Process Improvement, IT Management, Agile Methodologies, SharePoint, Resource Management, Data Warehousing
Education
Anna Maria College
BS, Business Managment
CHARITO COMER CHARITO COMER's National Life Group Experience August 2012 - Present
Job Independent Associate at Covered California
Industry Insurance
Experience
Covered California August 2014 - Present
National Life Group August 2012 - Present
American General Life And Retirement May 2012 - Present
Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, General Insurance, Term Life Insurance, Health Insurance, Liability, Casualty, Underwriting, Disability Insurance, Umbrella Insurance
Education
Sacred Heart College, Lucena City, Quezon 1973 — 1976
University of the East
BS IN ACCOUNTING
Covered California August 2014 - Present
National Life Group August 2012 - Present
American General Life And Retirement May 2012 - Present
Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, General Insurance, Term Life Insurance, Health Insurance, Liability, Casualty, Underwriting, Disability Insurance, Umbrella Insurance
Education
Sacred Heart College, Lucena City, Quezon 1973 — 1976
University of the East
BS IN ACCOUNTING
Mallorie Manosh Mallorie Manosh's National Life Group Experience September 2014 - Present
Job Director Corporate Marketing at National Life Group
Industry Financial Services
Experience
National Life Group September 2014 - Present
National Life Group February 2012 - September 2014
National Life Group May 2008 - January 2012
Skills
Product Marketing, Marketing Communications, Project Planning, Corporate Communications, Corporate Social..., Social Media Marketing, Marketing Strategy, Social Media, Strategy, Newsletters, Public Relations, Brand Development, Event Planning, Marketing, Copywriting, Email Marketing, Leadership
Education
Champlain College 2005 — 2008
Bachelor's degree, Business with concentrations in Marketing and International Business
National Life Group September 2014 - Present
National Life Group February 2012 - September 2014
National Life Group May 2008 - January 2012
Skills
Product Marketing, Marketing Communications, Project Planning, Corporate Communications, Corporate Social..., Social Media Marketing, Marketing Strategy, Social Media, Strategy, Newsletters, Public Relations, Brand Development, Event Planning, Marketing, Copywriting, Email Marketing, Leadership
Education
Champlain College 2005 — 2008
Bachelor's degree, Business with concentrations in Marketing and International Business
Nancy Krueger Nancy Krueger's National Life Group Experience August 2000 - April 2007
Job Photographer / Owner at NLK Photography "To Seek & Discover the Extraordinary in the Ordinary"
Industry Photography
Experience
Grad Images & Marathon Foto - Event Photography Group April 1998 - Present
NLK Photography September 1994 - Present
National Life Group August 2000 - April 2007
Girl Scouts of the USA June 1993 - September 1995
Athletics Coach & Physical Education/Health Instructor August 1973 - June 1992
Skills
Nature Photography, Special Events..., Athletic Action..., On Location, Travel Photography, Still Life, Computer literate
Education
Washington State University 1976 — 1977
Master of Science, Physical Education/Fitness & Athletics Coaching
Bemidji State University 1969 — 1973
Bachelor of Science, Physical Education Teaching and Coaching
Grad Images & Marathon Foto - Event Photography Group April 1998 - Present
NLK Photography September 1994 - Present
National Life Group August 2000 - April 2007
Girl Scouts of the USA June 1993 - September 1995
Athletics Coach & Physical Education/Health Instructor August 1973 - June 1992
Skills
Nature Photography, Special Events..., Athletic Action..., On Location, Travel Photography, Still Life, Computer literate
Education
Washington State University 1976 — 1977
Master of Science, Physical Education/Fitness & Athletics Coaching
Bemidji State University 1969 — 1973
Bachelor of Science, Physical Education Teaching and Coaching
Alex Parsons's National Life Group Experience May 2013 - August 2015
Job Cyber Associate at Stroz Friedberg
Industry Computer & Network Security
Experience
Stroz Friedberg September 2015 - Present
Parsons Tech Support (Self Employed) July 2010 - Present
National Life Group May 2013 - August 2015
Leahy Center for Digital Investigation January 2015 - June 2015
Champlain College August 2011 - June 2015
Skills
Windows, Servers, C++, Microsoft Office, Java, C, Programming, Python, Linux, Data Analysis, HTML, C#, MySQL, PHP, Networking, Troubleshooting, Databases, Windows Server, Ubuntu, Operating Systems, Network Security, TCP/IP, Perl, Unix, Windows Phone, Microsoft Exchange, SharePoint, Windows 7, Active Directory, Information Security
Education
Champlain College 2011 — 2015
B.S, Computer Networking and Information Security, Specialization: Cyber Security Minor: Digital Forensic, 3.85
Stroz Friedberg September 2015 - Present
Parsons Tech Support (Self Employed) July 2010 - Present
National Life Group May 2013 - August 2015
Leahy Center for Digital Investigation January 2015 - June 2015
Champlain College August 2011 - June 2015
Skills
Windows, Servers, C++, Microsoft Office, Java, C, Programming, Python, Linux, Data Analysis, HTML, C#, MySQL, PHP, Networking, Troubleshooting, Databases, Windows Server, Ubuntu, Operating Systems, Network Security, TCP/IP, Perl, Unix, Windows Phone, Microsoft Exchange, SharePoint, Windows 7, Active Directory, Information Security
Education
Champlain College 2011 — 2015
B.S, Computer Networking and Information Security, Specialization: Cyber Security Minor: Digital Forensic, 3.85
Peter Sulovski Peter Sulovski's National Life Group Experience June 2014 - October 2014
Job Accountant, ETF Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
Housing Vermont October 2014 - May 2015
National Life Group June 2014 - October 2014
Coffee Bean Direct May 2013 - August 2013
Just a Mere Farm May 2012 - August 2012
Radon Supplies February 2010 - September 2011
Skills
Time Management, Microsoft Office, Higher Education, Data Analysis, Critical Thinking, Teamwork, Accounting, QuickBooks, Mathematics, Research, PowerPoint, Microsoft Excel, Microsoft Word, Statistics, Analysis, Sage 50, Financial Modeling, Financial Analysis, Variance Analysis, Account Reconciliation, FactSet, Communication, Inventory Management, Physical Inventory
Education
Champlain College 2011 — 2015
Stiller School of Business: Bachelor's Degree, Accounting with minor in Finance, 3.49
Delaware Valley Regional High School 2007 — 2011
High School Diploma, College Prep, Graduated with Honors
BNY Mellon August 2015 - Present
Housing Vermont October 2014 - May 2015
National Life Group June 2014 - October 2014
Coffee Bean Direct May 2013 - August 2013
Just a Mere Farm May 2012 - August 2012
Radon Supplies February 2010 - September 2011
Skills
Time Management, Microsoft Office, Higher Education, Data Analysis, Critical Thinking, Teamwork, Accounting, QuickBooks, Mathematics, Research, PowerPoint, Microsoft Excel, Microsoft Word, Statistics, Analysis, Sage 50, Financial Modeling, Financial Analysis, Variance Analysis, Account Reconciliation, FactSet, Communication, Inventory Management, Physical Inventory
Education
Champlain College 2011 — 2015
Stiller School of Business: Bachelor's Degree, Accounting with minor in Finance, 3.49
Delaware Valley Regional High School 2007 — 2011
High School Diploma, College Prep, Graduated with Honors
Amir Rosenthal's National Life Group Experience June 2013 - Present
Job Financial Services Professional at National Life Group
Industry Investment Management
Experience
National Life Group June 2013 - Present
Euro FX2009 January 2009 - June 2013
Sterling Lending Group January 2001 - January 2008
Cheshire Distributors,Inc. January 1999 - January 2001
Prudential Securities January 1995 - January 1999
Paine Webber Inc January 1992 - January 1995
Merrill Lynch International January 1991 - January 1992
Oppenheimer & Co. Inc. January 1989 - January 1991
Merrill Lynch January 1987 - January 1989
Skills
Excellent understanding..., Equities, Bloomberg, Fixed Income, Trading, Banking, Mergers, Mutual Funds, FX trading, FX Options, Financial Services, Securities, Loans
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance, General
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), International Finance
National Life Group June 2013 - Present
Euro FX2009 January 2009 - June 2013
Sterling Lending Group January 2001 - January 2008
Cheshire Distributors,Inc. January 1999 - January 2001
Prudential Securities January 1995 - January 1999
Paine Webber Inc January 1992 - January 1995
Merrill Lynch International January 1991 - January 1992
Oppenheimer & Co. Inc. January 1989 - January 1991
Merrill Lynch January 1987 - January 1989
Skills
Excellent understanding..., Equities, Bloomberg, Fixed Income, Trading, Banking, Mergers, Mutual Funds, FX trading, FX Options, Financial Services, Securities, Loans
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance, General
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), International Finance
Lucas Bienvenue Lucas Bienvenue's National Life Group Experience June 2015 - August 2015
Job Information Security Intern at National Life Group
Industry Computer & Network Security
Experience
Champlain College March 2014 - Present
Champlain College March 2014 - Present
National Life Group June 2015 - August 2015
Camp musical Père Lindsay June 2010 - August 2014
Champlain College August 2013 - May 2014
Tommy Hilfiger December 2012 - January 2013
Skills
Microsoft Office, Leadership, Microsoft Word, Public Speaking, Social Networking, Facebook, Program Management, Customer Service, Team Building, Video Editing, Communication, Piano Playing, Social Media, Network and Information..., Team Leader, Event Planning, C++, SharePoint
Education
Champlain College 2012 — 2016
Bachelor's Degree, Computer Networking & Cyber Security, 3.91
Dawson College 2010 — 2012
Pure and Applied Sciences, Natural Sciences
Champlain College March 2014 - Present
Champlain College March 2014 - Present
National Life Group June 2015 - August 2015
Camp musical Père Lindsay June 2010 - August 2014
Champlain College August 2013 - May 2014
Tommy Hilfiger December 2012 - January 2013
Skills
Microsoft Office, Leadership, Microsoft Word, Public Speaking, Social Networking, Facebook, Program Management, Customer Service, Team Building, Video Editing, Communication, Piano Playing, Social Media, Network and Information..., Team Leader, Event Planning, C++, SharePoint
Education
Champlain College 2012 — 2016
Bachelor's Degree, Computer Networking & Cyber Security, 3.91
Dawson College 2010 — 2012
Pure and Applied Sciences, Natural Sciences
Justin R. Higgins, CPA, MSA Justin R. Higgins, CPA, MSA's National Life Group Experience October 2011 - May 2012
Job Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP October 2013 - Present
McGladrey LLP January 2013 - April 2013
McGladrey June 2012 - August 2012
National Life Group October 2011 - May 2012
Education
Northeastern University - Graduate School of Professional Accounting 2012 — 2013
Master's of Accounting, MSA
University of Vermont 2008 — 2012
B.S. Business Administration, Accounting
Bond University 2011 — 2011
International Business - Queensland, Australia
McGladrey LLP October 2013 - Present
McGladrey LLP January 2013 - April 2013
McGladrey June 2012 - August 2012
National Life Group October 2011 - May 2012
Education
Northeastern University - Graduate School of Professional Accounting 2012 — 2013
Master's of Accounting, MSA
University of Vermont 2008 — 2012
B.S. Business Administration, Accounting
Bond University 2011 — 2011
International Business - Queensland, Australia
Sharon Ault,'s National Life Group Experience 2007 - 2008
Job Territory Sales Manager/Segment Specialist Deli/Bakery
Industry Supermarkets
Experience
Food Marketing Services January 2014 - Present
ECRC LLC January 2012 - Present
The Moody Street Group, LLC May 2012 - December 2014
MetLife 2008 - 2012
National Life Group 2007 - 2008
St.Martin Associates 1986 - 2007
Skills
Worldwide early..., Certified In Early..., Certified in Long Term..., Licensed in Health and..., Series 63, Series 6, Beauty Industy, Performance Footwear
Education
Assumption College 1979 — 1983
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Hamilton Wenham Regional High
Food Marketing Services January 2014 - Present
ECRC LLC January 2012 - Present
The Moody Street Group, LLC May 2012 - December 2014
MetLife 2008 - 2012
National Life Group 2007 - 2008
St.Martin Associates 1986 - 2007
Skills
Worldwide early..., Certified In Early..., Certified in Long Term..., Licensed in Health and..., Series 63, Series 6, Beauty Industy, Performance Footwear
Education
Assumption College 1979 — 1983
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Hamilton Wenham Regional High
Sarah Hosley Sarah Hosley's National Life Group Experience November 2014 - Present
Job Actuarial Analyst I at National Life Group
Industry Insurance
Experience
National Life Group November 2014 - Present
Blue Cross Blue Shield of Massachusetts January 2014 - October 2014
Hannover Life Reassurance Company of America April 2013 - December 2013
Virtual DBS August 2012 - December 2012
Sylvia Insurance June 2011 - August 2011
Wendy’s May 2010 - September 2010
TJ MAXX August 2009 - December 2009
Buttonwood Park Zoo April 2007 - September 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, SAS, Microsoft Word, Problem Solving, Teamwork, Outlook, R
Education
Bryant University 2008 — 2012
Bachelor of Science (B.S.), Actuarial Mathematics
st andrews
National Life Group November 2014 - Present
Blue Cross Blue Shield of Massachusetts January 2014 - October 2014
Hannover Life Reassurance Company of America April 2013 - December 2013
Virtual DBS August 2012 - December 2012
Sylvia Insurance June 2011 - August 2011
Wendy’s May 2010 - September 2010
TJ MAXX August 2009 - December 2009
Buttonwood Park Zoo April 2007 - September 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, SAS, Microsoft Word, Problem Solving, Teamwork, Outlook, R
Education
Bryant University 2008 — 2012
Bachelor of Science (B.S.), Actuarial Mathematics
st andrews
Robin Cannon Robin Cannon's National Life Group Experience March 2015 - Present
Job AVP Strategic Program Delivery at National Life Group
Industry Investment Management
Experience
National Life Group March 2015 - Present
MassMutual Financial Group March 2012 - Present
MassMutual Financial Group April 2010 - September 2012
Fidelity Investments November 2006 - August 2009
Fidelity Investments April 2005 - November 2006
Fidelity Investments June 2004 - March 2005
Fidelity Investments August 2000 - May 2004
Fidelity Investments October 1998 - July 2000
Fidelity Investments April 1997 - May 1998
The Boston Company January 1995 - February 1997
Skills
Strategic Planning, Operations Management, Business Transformation, Project Management, Performance Measurement, Financial Services, Mutual Funds, Relationship Management, Process Improvement, Vendor Management, Portfolio Management, Pensions, Risk Management, Strategic Financial..., Retirement, 401k, Program Management, Investments, Business Analysis, Business Process...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1993
MS Computer Information Systems, Business Re-engineering Thesis
University of South Florida 1985 — 1987
B>S. Management Information Systems, MIS Economics
National Life Group March 2015 - Present
MassMutual Financial Group March 2012 - Present
MassMutual Financial Group April 2010 - September 2012
Fidelity Investments November 2006 - August 2009
Fidelity Investments April 2005 - November 2006
Fidelity Investments June 2004 - March 2005
Fidelity Investments August 2000 - May 2004
Fidelity Investments October 1998 - July 2000
Fidelity Investments April 1997 - May 1998
The Boston Company January 1995 - February 1997
Skills
Strategic Planning, Operations Management, Business Transformation, Project Management, Performance Measurement, Financial Services, Mutual Funds, Relationship Management, Process Improvement, Vendor Management, Portfolio Management, Pensions, Risk Management, Strategic Financial..., Retirement, 401k, Program Management, Investments, Business Analysis, Business Process...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1993
MS Computer Information Systems, Business Re-engineering Thesis
University of South Florida 1985 — 1987
B>S. Management Information Systems, MIS Economics
Alberto A López Alberto A López's National Life Group Experience October 2014 - Present
Job Wealth Growth, Risk Management
Industry Executive Office
Experience
Vital Financial Group October 2014 - Present
Blackmore Partners LLC January 2011 - Present
National Life Group October 2014 - Present
Business Turnaround April 1996 - October 2014
New York Life Insurance Company April 2014 - September 2014
Luxicor January 2009 - July 2012
AAMP of America May 2003 - December 2008
Path Group PLC July 1999 - May 2003
Path Group PLC July 1999 - September 2002
Management Consulting 1998 - 1999
Skills
Sales Management, Product Development, New Business Development, Marketing Strategy, Business Planning, Negotiation, Business Strategy, Strategic Planning, Team Building, Marketing Communications, Contract Negotiation, Product Management, Forecasting, International Business, Logistics, Product Marketing, Retail, Team Leadership, Operations Management, Customer Service, Account Management, Public Relations, Cross-functional Team..., Brand Development, Change Management, Entrepreneurship, Public Speaking, Coaching, Process Improvement, Management Consulting, Marketing Management, Program Management, Advertising, Market Research, Acquisition Integration, Business Intelligence, Business Analysis, Competitive Analysis, P&L Responsibility, International Trade, Sourcing, Sales Operations, Sales, Leadership, Management, Strategy, Marketing, Mergers & Acquisitions, P&L Management, Market Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2009
MIT Sloan Executive Program, Leadership Accountability and the Law
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2009
MIT Sloan Executive Program, Understanding and Solving Complex Business Problems
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2008
MIT Sloan Executive Program, Strategic Marketing for the Technical Executive
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2008
MIT Sloan Executive Program, Managing Technical Professionals and Organizations
California Coast University 2006 — 2015
MBA, Business Administration
California Coast University 2001 — 2006
BA, Bachelor of Business Administration Degree
Universidad Autónoma de Guadalajara 1984 — 1986
Bachelor's degree in Architecture, Arquitectura
Tecnologico de Monterrey Campus Queretaro 1982 — 1984
Bachillerato, Físico-matemáticas
Vital Financial Group October 2014 - Present
Blackmore Partners LLC January 2011 - Present
National Life Group October 2014 - Present
Business Turnaround April 1996 - October 2014
New York Life Insurance Company April 2014 - September 2014
Luxicor January 2009 - July 2012
AAMP of America May 2003 - December 2008
Path Group PLC July 1999 - May 2003
Path Group PLC July 1999 - September 2002
Management Consulting 1998 - 1999
Skills
Sales Management, Product Development, New Business Development, Marketing Strategy, Business Planning, Negotiation, Business Strategy, Strategic Planning, Team Building, Marketing Communications, Contract Negotiation, Product Management, Forecasting, International Business, Logistics, Product Marketing, Retail, Team Leadership, Operations Management, Customer Service, Account Management, Public Relations, Cross-functional Team..., Brand Development, Change Management, Entrepreneurship, Public Speaking, Coaching, Process Improvement, Management Consulting, Marketing Management, Program Management, Advertising, Market Research, Acquisition Integration, Business Intelligence, Business Analysis, Competitive Analysis, P&L Responsibility, International Trade, Sourcing, Sales Operations, Sales, Leadership, Management, Strategy, Marketing, Mergers & Acquisitions, P&L Management, Market Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2009
MIT Sloan Executive Program, Leadership Accountability and the Law
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2009
MIT Sloan Executive Program, Understanding and Solving Complex Business Problems
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2008
MIT Sloan Executive Program, Strategic Marketing for the Technical Executive
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2008
MIT Sloan Executive Program, Managing Technical Professionals and Organizations
California Coast University 2006 — 2015
MBA, Business Administration
California Coast University 2001 — 2006
BA, Bachelor of Business Administration Degree
Universidad Autónoma de Guadalajara 1984 — 1986
Bachelor's degree in Architecture, Arquitectura
Tecnologico de Monterrey Campus Queretaro 1982 — 1984
Bachillerato, Físico-matemáticas
Claire Millette Claire Millette's National Life Group Experience November 2013 - Present
Job Case Manager at National Life Group
Industry Higher Education
Experience
National Life Group November 2013 - Present
Norwich University January 2001 - April 2013
Vermont Mutual Insurance Group June 1990 - June 2000
Skills
Databases, Microsoft Office, SQL, Programming, HTML, SharePoint, Visio, Java, MySQL, JavaScript, Software Development, Systems Analysis, Data Analysis, PHP, Windows, Visual Basic, Database Design, C++, Web Development, XML, COBOL, RPG III & RPG IV, PL/SQL, Oracle Applications, Perl, Testing, Analysis, Software Documentation, Training
Education
Champlain College 1987 — 1989
Associate's degree, Accounting/Data Processing
OnBase
OnBase
OnBase
National Life Group November 2013 - Present
Norwich University January 2001 - April 2013
Vermont Mutual Insurance Group June 1990 - June 2000
Skills
Databases, Microsoft Office, SQL, Programming, HTML, SharePoint, Visio, Java, MySQL, JavaScript, Software Development, Systems Analysis, Data Analysis, PHP, Windows, Visual Basic, Database Design, C++, Web Development, XML, COBOL, RPG III & RPG IV, PL/SQL, Oracle Applications, Perl, Testing, Analysis, Software Documentation, Training
Education
Champlain College 1987 — 1989
Associate's degree, Accounting/Data Processing
OnBase
OnBase
OnBase
Pam Reddoch Pam Reddoch's National Life Group Experience 2011 - 2015
Job Advisor at Five Rings Financial, LLC
Industry Insurance
Experience
Five Rings Financial, LLC 2011 - Present
Five Rings Financial, LLC 2011 - Present
National Life Group 2011 - 2015
San Carlos 2004 - 2014
The Hartford 2009 - 2011
Skills
Customer Service, Wealth, Wealth Accumulation, Retirement Planning, Financial Services, Life Insurance, Employee Benefits, Retirement, Long-term Care, Financial Planners, 401k, Team Building, Strategic Planning
Education
Kent State University at Geauga
Five Rings Financial, LLC 2011 - Present
Five Rings Financial, LLC 2011 - Present
National Life Group 2011 - 2015
San Carlos 2004 - 2014
The Hartford 2009 - 2011
Skills
Customer Service, Wealth, Wealth Accumulation, Retirement Planning, Financial Services, Life Insurance, Employee Benefits, Retirement, Long-term Care, Financial Planners, 401k, Team Building, Strategic Planning
Education
Kent State University at Geauga
Nick Floersch Nick Floersch's National Life Group Experience September 1996 - May 1997
Job Senior Web / GIS Applications Specialist at Stone Environmental
Industry Environmental Services
Experience
Stone Environmental June 2015 - Present
Stone Environmental May 2014 - June 2015
Stone Environmental April 2008 - May 2014
Stone Environmental September 2006 - April 2008
Stone Environmental May 2003 - September 2006
Stone Environmental September 1997 - May 2003
Washington County Youth Service Bureau October 1994 - September 1997
Vermont Property Owners Report / Vermont Property Rentals November 1995 - June 1997
National Life Group September 1996 - May 1997
Skills
Operating Systems, GIS, Servers, Technical Writing, Web Applications, Network Administration, Network Security, Computer Network..., Programming Languages, Integration, Software Installation, System Administration, Troubleshooting, SQL, Networking, Help Desk Support, Active Directory, Databases, Network Design, Software Development, Web Development, Microsoft SQL Server, Unix, Programming, Project Management, JavaScript
Education
Bishop's University 1998 — 2003
B.Sc., Computer Science, minor in Philosophy
Union-32 High School 1991 — 1997
High school diploma, How to be a kid in high school
Stone Environmental June 2015 - Present
Stone Environmental May 2014 - June 2015
Stone Environmental April 2008 - May 2014
Stone Environmental September 2006 - April 2008
Stone Environmental May 2003 - September 2006
Stone Environmental September 1997 - May 2003
Washington County Youth Service Bureau October 1994 - September 1997
Vermont Property Owners Report / Vermont Property Rentals November 1995 - June 1997
National Life Group September 1996 - May 1997
Skills
Operating Systems, GIS, Servers, Technical Writing, Web Applications, Network Administration, Network Security, Computer Network..., Programming Languages, Integration, Software Installation, System Administration, Troubleshooting, SQL, Networking, Help Desk Support, Active Directory, Databases, Network Design, Software Development, Web Development, Microsoft SQL Server, Unix, Programming, Project Management, JavaScript
Education
Bishop's University 1998 — 2003
B.Sc., Computer Science, minor in Philosophy
Union-32 High School 1991 — 1997
High school diploma, How to be a kid in high school
Charlie Baldwin Charlie Baldwin's National Life Group Experience January 1993 - September 1997
Job Senior Consultant at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation February 2015 - Present
Siemens Healthcare July 2013 - February 2015
Caradigm June 2012 - July 2013
GE Healthcare September 2009 - May 2012
GE Healthcare January 2005 - September 2009
GE Healthcare September 2002 - January 2005
IDX Systems September 1997 - September 2002
National Life Group January 1993 - September 1997
Travelers Insurance March 1980 - March 1993
Skills
Java, Oracle SQL, Wikis, HL7, Healthcare, SQL, Healthcare Information..., Oracle, Agile Methodologies, PACS, SDLC, XSL, MPI, SoapUI, XDR, Kryptiq, Eclipse, Microsoft SQL Server, Microsoft Visual Studio, Microsoft .Net, XSLT, Visual Basic, .NET, Software Engineering, Software Development, Integration, Visual Studio
Education
Rensselaer Polytechnic Institute 1980 — 1982
MS, Computer Science
Babson College 1976 — 1979
BS, Finance, Economics, Accounting
Cerner Corporation February 2015 - Present
Siemens Healthcare July 2013 - February 2015
Caradigm June 2012 - July 2013
GE Healthcare September 2009 - May 2012
GE Healthcare January 2005 - September 2009
GE Healthcare September 2002 - January 2005
IDX Systems September 1997 - September 2002
National Life Group January 1993 - September 1997
Travelers Insurance March 1980 - March 1993
Skills
Java, Oracle SQL, Wikis, HL7, Healthcare, SQL, Healthcare Information..., Oracle, Agile Methodologies, PACS, SDLC, XSL, MPI, SoapUI, XDR, Kryptiq, Eclipse, Microsoft SQL Server, Microsoft Visual Studio, Microsoft .Net, XSLT, Visual Basic, .NET, Software Engineering, Software Development, Integration, Visual Studio
Education
Rensselaer Polytechnic Institute 1980 — 1982
MS, Computer Science
Babson College 1976 — 1979
BS, Finance, Economics, Accounting
Jen Mincar, MBA, PMP Jen Mincar, MBA, PMP's National Life Group Experience 2009 - Present
Job CEO at SnapShot Golf
Industry Computer Software
Experience
SnapShot Golf February 2015 - Present
State of Vermont January 2013 - Present
Office Squared November 2009 - Present
Mincar Consulting January 2000 - Present
University of Vermont 2010 - Present
National Life Group 2009 - Present
Green Mountain Coffee Roasters 2005 - 2012
Central Vermont Medical Center November 2008 - January 2010
Vermont Energy Investment Corporation June 2008 - September 2009
Burton Snowboards January 2000 - September 2008
Skills
PMP, Financial Analysis, Program Management, Databases, Project Management, Business Planning, coworking, Commercial Real Estate
Education
Binghamton University - School of Management 1987 — 1992
MBA, Concentration in Finance
State University of New York College at Potsdam 1983 — 1987
BA, Computer Science & Math
SnapShot Golf February 2015 - Present
State of Vermont January 2013 - Present
Office Squared November 2009 - Present
Mincar Consulting January 2000 - Present
University of Vermont 2010 - Present
National Life Group 2009 - Present
Green Mountain Coffee Roasters 2005 - 2012
Central Vermont Medical Center November 2008 - January 2010
Vermont Energy Investment Corporation June 2008 - September 2009
Burton Snowboards January 2000 - September 2008
Skills
PMP, Financial Analysis, Program Management, Databases, Project Management, Business Planning, coworking, Commercial Real Estate
Education
Binghamton University - School of Management 1987 — 1992
MBA, Concentration in Finance
State University of New York College at Potsdam 1983 — 1987
BA, Computer Science & Math
Johnathan White Johnathan White's National Life Group Experience June 2008 - November 2008
Job Estate Planning & LTC Producer at Conover Insurance
Industry Insurance
Experience
Conover Insurance March 2013 - Present
Highland Capital Brokerage 2011 - November 2011
National Life Group June 2008 - November 2008
Lincoln Financial Group July 2000 - June 2008
Lincoln Financial Group (formerly Jefferson Pilot Financial) 2000 - 2008
First Colony Life 1999 - 2000
GE Financial Assurance 1997 - 1999
GNA Corporation 1994 - 1997
Skills
Life Insurance,...
Education
Bowling Green State University 1979 — 1986
BA, English
Conover Insurance March 2013 - Present
Highland Capital Brokerage 2011 - November 2011
National Life Group June 2008 - November 2008
Lincoln Financial Group July 2000 - June 2008
Lincoln Financial Group (formerly Jefferson Pilot Financial) 2000 - 2008
First Colony Life 1999 - 2000
GE Financial Assurance 1997 - 1999
GNA Corporation 1994 - 1997
Skills
Life Insurance,...
Education
Bowling Green State University 1979 — 1986
BA, English
Heather Preis Heather Preis's National Life Group Experience November 2011 - Present
Job Risk & Control Specialist at National Life Group
Industry Accounting
Experience
National Life Group November 2011 - Present
Cobalt Benefits Group, LLC February 2011 - November 2011
Children's Hospital Boston November 2009 - February 2011
Molecular Insight Pharmaceuticals, Inc September 2004 - April 2009
Project Harmony February 2003 - June 2004
Pan Pacific Pharmaceuticals 2001 - January 2003
Institute for Sustainable Communities 1995 - 2000
Skills
SOX, Budgeting, Financial Analysis, Financial Reporting, Excel
Education
Simmons College - Simmons School of Management 2005 — 2007
MBA
Champlain College 1993 — 1995
Associates, Accounting
Montpelier High School
National Life Group November 2011 - Present
Cobalt Benefits Group, LLC February 2011 - November 2011
Children's Hospital Boston November 2009 - February 2011
Molecular Insight Pharmaceuticals, Inc September 2004 - April 2009
Project Harmony February 2003 - June 2004
Pan Pacific Pharmaceuticals 2001 - January 2003
Institute for Sustainable Communities 1995 - 2000
Skills
SOX, Budgeting, Financial Analysis, Financial Reporting, Excel
Education
Simmons College - Simmons School of Management 2005 — 2007
MBA
Champlain College 1993 — 1995
Associates, Accounting
Montpelier High School
Chad M. Smith's National Life Group Experience May 2013 - Present
Job Operations Manager at National Life Group
Industry Investment Management
Experience
National Life Group May 2013 - Present
DeWolff, Boberg & Associates, Inc. April 2011 - May 2013
Dish Network March 2010 - April 2011
Cottonwood Financial June 2008 - September 2009
Baylor University August 2003 - December 2007
Skills
Management, Management Consulting, Telecommunications, Public Relations, Team Leadership, Customer Service, Strategic Planning, Change Management, Business Process..., Microsoft Office, Business Strategy, Leadership Development, PowerPoint, Coaching, Continuous Improvement, Leadership, Process Improvement, Recruiting, Training
Education
Baylor University 2003 — 2007
B.B.A. in Management, Business Management
National Life Group May 2013 - Present
DeWolff, Boberg & Associates, Inc. April 2011 - May 2013
Dish Network March 2010 - April 2011
Cottonwood Financial June 2008 - September 2009
Baylor University August 2003 - December 2007
Skills
Management, Management Consulting, Telecommunications, Public Relations, Team Leadership, Customer Service, Strategic Planning, Change Management, Business Process..., Microsoft Office, Business Strategy, Leadership Development, PowerPoint, Coaching, Continuous Improvement, Leadership, Process Improvement, Recruiting, Training
Education
Baylor University 2003 — 2007
B.B.A. in Management, Business Management
Gregory Woodworth Gregory Woodworth's National Life Group Experience January 2009 - Present
Job Senior Vice President and General Counsel at National Life Group
Industry Financial Services
Experience
National Life Group January 2009 - Present
National Life Group March 2006 - December 2008
MassMutual April 2000 - February 2006
UNUM April 1995 - March 2000
Pierce Atwood August 1984 - March 1995
Skills
Commercial Litigation, Litigation, Insurance Law, Leadership, Mutual Funds, Corporate Law, Compliance, Class Actions, Life Insurance, Securities Regulation, Corporate Governance, Civil Litigation, Arbitration, Securities, Insurance, Litigation Management, Due Diligence, Financial Services, Equities, Employment Law, Intellectual Property, Mediation, Estate Planning, Mergers & Acquisitions, Management, Legal Research, Privacy Law, Trials, Securities Litigation, Legal Compliance, Licensing, ERISA, Product Liability, Dispute Resolution, Joint Ventures, Trade Secrets
Education
Boston University School of Law 1981 — 1984
J.D., Law
Middlebury College 1977 — 1981
B.A., Political Science
National Life Group January 2009 - Present
National Life Group March 2006 - December 2008
MassMutual April 2000 - February 2006
UNUM April 1995 - March 2000
Pierce Atwood August 1984 - March 1995
Skills
Commercial Litigation, Litigation, Insurance Law, Leadership, Mutual Funds, Corporate Law, Compliance, Class Actions, Life Insurance, Securities Regulation, Corporate Governance, Civil Litigation, Arbitration, Securities, Insurance, Litigation Management, Due Diligence, Financial Services, Equities, Employment Law, Intellectual Property, Mediation, Estate Planning, Mergers & Acquisitions, Management, Legal Research, Privacy Law, Trials, Securities Litigation, Legal Compliance, Licensing, ERISA, Product Liability, Dispute Resolution, Joint Ventures, Trade Secrets
Education
Boston University School of Law 1981 — 1984
J.D., Law
Middlebury College 1977 — 1981
B.A., Political Science
Aravind Kothandaraman Aravind Kothandaraman's National Life Group Experience July 2012 - Present
Job Experienced .net Software Developer
Industry Outsourcing/Offshoring
Experience
Cognizant Technology Solutions July 2014 - Present
National Life Group July 2012 - Present
Cognizant Technology Solutions November 2010 - June 2014
LexisNexis February 2011 - June 2012
Cognizant Technology Solutions August 2007 - November 2010
Skills
.NET, C#, ASP.NET, WCF, Web Services, SOA, LINQ, Entity Framework, Silverlight, SQL, WPF, Microsoft SQL Server, ASP.NET MVC, XML, JavaScript, Java, Web Development, Requirements Gathering, Software Development, PL/SQL, REST, SQL Server, ADO.NET, Visual Studio, HTML, Application Development, XSLT, SOAP, Agile, Production Support, Agile Methodologies
Education
Anna University 2004 — 2007
MCA, Computers
Prince shri venkateshwara Arts & Science College 2001 — 2004
Bachelor of Science, Computer Science
Jaigopal garodia national higher secondary school 1995 — 2001
Cognizant Technology Solutions July 2014 - Present
National Life Group July 2012 - Present
Cognizant Technology Solutions November 2010 - June 2014
LexisNexis February 2011 - June 2012
Cognizant Technology Solutions August 2007 - November 2010
Skills
.NET, C#, ASP.NET, WCF, Web Services, SOA, LINQ, Entity Framework, Silverlight, SQL, WPF, Microsoft SQL Server, ASP.NET MVC, XML, JavaScript, Java, Web Development, Requirements Gathering, Software Development, PL/SQL, REST, SQL Server, ADO.NET, Visual Studio, HTML, Application Development, XSLT, SOAP, Agile, Production Support, Agile Methodologies
Education
Anna University 2004 — 2007
MCA, Computers
Prince shri venkateshwara Arts & Science College 2001 — 2004
Bachelor of Science, Computer Science
Jaigopal garodia national higher secondary school 1995 — 2001
Edward S. Gilbert Jr's National Life Group Experience January 2001 - October 2001
Job CEO/CIO at E.S.G. JR. Consulting, Inc.
Industry Information Technology and Services
Experience
E.S.G. JR. Consulting, Inc. August 1992 - Present
Island Pond Community Services September 2009 - November 2013
Sexual Assault Crisis Team Washington County - SACT January 1996 - December 2012
ARIS Solutions February 2012 - June 2012
Brighton Elementary School August 2008 - May 2012
Vermont Army National Guard, Norwich University February 2006 - October 2008
American Red Cross April 2003 - February 2006
The Computer Merchant January 2003 - January 2006
Quality Inn at Lani Kai May 2002 - August 2002
National Life Group January 2001 - October 2001
Skills
Security, Disaster Recovery, Integration, Project Management, Information Technology, Troubleshooting, Databases, Leadership, Network Security, Training, Software Development, Information Security, Access, Enterprise Software, IT Strategy, Business Analysis, Enterprise Architecture, Oracle, Network Administration, Unix, Cloud Computing, HTML, Network Engineering, Virtualization, Certificate Management, Entrust PKI, SQL, Cryptography, Public Key Cryptography, Certificate Authority, Ethernet over Copper, Wi-Fi, Fidelity Investment..., Series 6, Series 7, Business Modeling, NYSE, Mutual Funds, Oracle Admin, Cisco Certified, Mainframe, Microsoft Network, Microsoft Backoffice, Unix Shell Scripting, Fiber Optic Technology, DNA sequencing, Human Genetics, Radio Frequency..., Electronics, Yahoo
Education
University of Vermont Researching MBA other schools 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services/MIS
University of Vermont 1992 — 1996
Bachelor of Science (B.S.), Management of Information Systems, Overall GPA 2.25, Transfer from School of Electrical Engineering
Chapman University 1990 — 1991
Bachelor's Degree, Russian History, A
U.S. Naval Submarine School 1986 — 1988
Associate of Science (A.S.), Advanced Underwater Warefare Systems, Graduate in Top 4 out of 30 plus size class.
Spaulding High School 1983 — 1986
Diploma, College Prep
E.S.G. JR. Consulting, Inc. August 1992 - Present
Island Pond Community Services September 2009 - November 2013
Sexual Assault Crisis Team Washington County - SACT January 1996 - December 2012
ARIS Solutions February 2012 - June 2012
Brighton Elementary School August 2008 - May 2012
Vermont Army National Guard, Norwich University February 2006 - October 2008
American Red Cross April 2003 - February 2006
The Computer Merchant January 2003 - January 2006
Quality Inn at Lani Kai May 2002 - August 2002
National Life Group January 2001 - October 2001
Skills
Security, Disaster Recovery, Integration, Project Management, Information Technology, Troubleshooting, Databases, Leadership, Network Security, Training, Software Development, Information Security, Access, Enterprise Software, IT Strategy, Business Analysis, Enterprise Architecture, Oracle, Network Administration, Unix, Cloud Computing, HTML, Network Engineering, Virtualization, Certificate Management, Entrust PKI, SQL, Cryptography, Public Key Cryptography, Certificate Authority, Ethernet over Copper, Wi-Fi, Fidelity Investment..., Series 6, Series 7, Business Modeling, NYSE, Mutual Funds, Oracle Admin, Cisco Certified, Mainframe, Microsoft Network, Microsoft Backoffice, Unix Shell Scripting, Fiber Optic Technology, DNA sequencing, Human Genetics, Radio Frequency..., Electronics, Yahoo
Education
University of Vermont Researching MBA other schools 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services/MIS
University of Vermont 1992 — 1996
Bachelor of Science (B.S.), Management of Information Systems, Overall GPA 2.25, Transfer from School of Electrical Engineering
Chapman University 1990 — 1991
Bachelor's Degree, Russian History, A
U.S. Naval Submarine School 1986 — 1988
Associate of Science (A.S.), Advanced Underwater Warefare Systems, Graduate in Top 4 out of 30 plus size class.
Spaulding High School 1983 — 1986
Diploma, College Prep
Gregory Michael Szczepanski, MBA's National Life Group Experience May 2011 - August 2011
Job Senior Cold Chain Analyst at Genzyme sanofi
Industry Pharmaceuticals
Experience
Genzyme sanofi December 2014 - Present
Cold Chain Technologies May 2013 - December 2014
National Life Group May 2011 - August 2011
Norwich University May 2010 - August 2010
Microcheck, Inc. May 2010 - August 2010
Telstar Display Fireworks Inc. August 2007 - August 2009
Cayuga Community College 2004 - 2007
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Manufacturing, Microsoft Word, Leadership, Business Strategy, Time Management, Energetic team player, Project Management, SharePoint, Water, Organization, Access, Electrical Engineer, Hunter, Professional..., Handyman, Biologist, Golfer, Homemade Winemaker, Fishermen, Water Skier, Downhill Skier, Soccer Player, Lacrosse Player, Crew Rower, Analysis, Event Planning, Training, Social Media, Customer Service
Education
Norwich University 2010 — 2013
Master of Business Administration (M.B.A.), Organizational Leadership, 3.8
Norwich University 2009 — 2012
Bachelor's degree, Electrical and Computer Engineer
University at Albany 2007 — 2009
Bachelor's degree, Biology
Cayuga County Community College 2005 — 2007
Associate of Science (A.S.), Business Administration
Cayuga County Community College 2005 — 2007
Associate of Applied Sciences, Criminal Justice/Police Science
Cayuga County Community College 2004 — 2006
Associate of Science (A.S.), Liberal Arts of Math and Science
Auburn High School 2001 — 2005
Genzyme sanofi December 2014 - Present
Cold Chain Technologies May 2013 - December 2014
National Life Group May 2011 - August 2011
Norwich University May 2010 - August 2010
Microcheck, Inc. May 2010 - August 2010
Telstar Display Fireworks Inc. August 2007 - August 2009
Cayuga Community College 2004 - 2007
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Manufacturing, Microsoft Word, Leadership, Business Strategy, Time Management, Energetic team player, Project Management, SharePoint, Water, Organization, Access, Electrical Engineer, Hunter, Professional..., Handyman, Biologist, Golfer, Homemade Winemaker, Fishermen, Water Skier, Downhill Skier, Soccer Player, Lacrosse Player, Crew Rower, Analysis, Event Planning, Training, Social Media, Customer Service
Education
Norwich University 2010 — 2013
Master of Business Administration (M.B.A.), Organizational Leadership, 3.8
Norwich University 2009 — 2012
Bachelor's degree, Electrical and Computer Engineer
University at Albany 2007 — 2009
Bachelor's degree, Biology
Cayuga County Community College 2005 — 2007
Associate of Science (A.S.), Business Administration
Cayuga County Community College 2005 — 2007
Associate of Applied Sciences, Criminal Justice/Police Science
Cayuga County Community College 2004 — 2006
Associate of Science (A.S.), Liberal Arts of Math and Science
Auburn High School 2001 — 2005
Gordon Wade Gordon Wade's National Life Group Experience April 2014 - December 2014
Job Marketing Intern at Cloud 9 Caterers
Industry Marketing and Advertising
Experience
Cloud 9 Caterers May 2015 - Present
National Life Group April 2014 - December 2014
Skills
Marketing Strategy, Financial Analysis, Mathematics, Advertising, Marketing Communications, International Marketing, Economics, Project Management, Project Planning, Consumer Behaviour, Microsoft Office, PowerPoint, Social Media, Public Speaking, Customer Service, Microsoft Word
Education
Champlain College 2013 — 2016
Bachelor’s Degree, Marketing/ Finance Minor, Senior
University of Maine 2009 — 2011
Bachelor of Science (BS), Engineering Physics
Cloud 9 Caterers May 2015 - Present
National Life Group April 2014 - December 2014
Skills
Marketing Strategy, Financial Analysis, Mathematics, Advertising, Marketing Communications, International Marketing, Economics, Project Management, Project Planning, Consumer Behaviour, Microsoft Office, PowerPoint, Social Media, Public Speaking, Customer Service, Microsoft Word
Education
Champlain College 2013 — 2016
Bachelor’s Degree, Marketing/ Finance Minor, Senior
University of Maine 2009 — 2011
Bachelor of Science (BS), Engineering Physics
Carey Earle Carey Earle's National Life Group Experience January 2012 - Present
Job Director, Market Development at National Life Group
Industry Marketing and Advertising
Experience
National Life Group January 2012 - Present
Green Apple Marketing, Inc. September 2004 - January 2012
Harvest Communications April 1999 - December 2005
Barn Door Consultling May 1996 - April 1999
Word.com 1994 - 1996
Grey Advertising 1993 - 1995
Young & Rubicam/Burson Marstellar 1989 - 1993
Skills
Marketing, Branding, Creative Writer, Social Media, Copywriting, Teaching, Marketing Management, Web Development, Brand Positioning..., Brand Architecture, Public Speaking, Marketing Communications, Strategy, Leadership, Social Networking, Management, Online Advertising, Online Marketing, Brand Management, Strategic Planning, Social Media Marketing, CRM, Email Marketing, Marketing Strategy, Integrated Marketing, Small Business, Project Management, Content Development, Market Planning, Advertising, Digital Marketing, Strategic Partnerships, Brand Development
Education
American University 1984 — 1988
B.A.
Peoples Academy 1980 — 1984
HIgh School Diploma
National Life Group January 2012 - Present
Green Apple Marketing, Inc. September 2004 - January 2012
Harvest Communications April 1999 - December 2005
Barn Door Consultling May 1996 - April 1999
Word.com 1994 - 1996
Grey Advertising 1993 - 1995
Young & Rubicam/Burson Marstellar 1989 - 1993
Skills
Marketing, Branding, Creative Writer, Social Media, Copywriting, Teaching, Marketing Management, Web Development, Brand Positioning..., Brand Architecture, Public Speaking, Marketing Communications, Strategy, Leadership, Social Networking, Management, Online Advertising, Online Marketing, Brand Management, Strategic Planning, Social Media Marketing, CRM, Email Marketing, Marketing Strategy, Integrated Marketing, Small Business, Project Management, Content Development, Market Planning, Advertising, Digital Marketing, Strategic Partnerships, Brand Development
Education
American University 1984 — 1988
B.A.
Peoples Academy 1980 — 1984
HIgh School Diploma
Jonathan DeLaBruere's National Life Group Experience June 2013 - February 2014
Job Intern Market Transformation
Industry Environmental Services
Experience
Winooski Fire Department January 2014 - Present
Vermont Energy Investment Corporation June 2015 - August 2015
Champlain College January 2014 - May 2015
ECHO Lake Aquarium and Science Center January 2015 - April 2015
Champlain College August 2013 - December 2014
Dunn Global Ltd. June 2014 - August 2014
National Life Group June 2013 - February 2014
Skills
Business, Time Management, Customer Service, Accounting, Hospitality Management, PowerPoint, Microsoft Office, Food & Beverage, Microsoft Word, Microsoft Excel, Event Planning, Hospitality, Data Entry, Marketing, Team Leadership, Teamwork, Social Networking, Social Media, Facebook, Leadership, Public Speaking
Education
University of Vermont 2015 — 2018
Bachelor’s Degree, Environmental Engineering
Champlain College 2012 — 2015
Bachelor’s Degree, Business Administration, 3.75 GPA (4.0 Scale)
Community College of Vermont 2010 — 2012
41 credits toward a degree in Business Administration, 2.99 GPA
North Country Union High School 2005 — 2009
Winooski Fire Department January 2014 - Present
Vermont Energy Investment Corporation June 2015 - August 2015
Champlain College January 2014 - May 2015
ECHO Lake Aquarium and Science Center January 2015 - April 2015
Champlain College August 2013 - December 2014
Dunn Global Ltd. June 2014 - August 2014
National Life Group June 2013 - February 2014
Skills
Business, Time Management, Customer Service, Accounting, Hospitality Management, PowerPoint, Microsoft Office, Food & Beverage, Microsoft Word, Microsoft Excel, Event Planning, Hospitality, Data Entry, Marketing, Team Leadership, Teamwork, Social Networking, Social Media, Facebook, Leadership, Public Speaking
Education
University of Vermont 2015 — 2018
Bachelor’s Degree, Environmental Engineering
Champlain College 2012 — 2015
Bachelor’s Degree, Business Administration, 3.75 GPA (4.0 Scale)
Community College of Vermont 2010 — 2012
41 credits toward a degree in Business Administration, 2.99 GPA
North Country Union High School 2005 — 2009
Elonda Beverly's National Life Group Experience September 2013 - Present
Job Business Planning & Strategy Manager (Technical Unit)
Industry Insurance
Experience
Toastmasters International June 2014 - Present
National Life Group September 2013 - Present
National Life Group February 2012 - September 2013
MassMutual Financial Services August 2004 - August 2011
MassMutual Financial Services January 2002 - August 2004
MassMutual Financial Services July 2000 - December 2002
Skills
Problem Solving, Process Improvement, Customer Service, Mentoring, Operations Management, Insurance, Vendor Relations, Customer Relations, Coaching, Strategic Planning, Team Building, Process Engineering, Performance Management, PowerPoint, Team Leadership, Change Management, Budgeting, Customer Satisfaction, Program Management, Risk Management, Hiring, Continuous Improvement, Employee Relations, Business Analysis, Negotiation, Organizational..., Business Strategy, Analysis, Public Speaking, Sales Management, Relationship Management, Team Management, Requirements Gathering, Outsourcing, Business Process, New Business Development, Life Insurance, Financial Services, Strategy, Business Architecture, Leadership, Management, Project Management, Six Sigma, Talent Management, Quality Assurance, Account Management, Vendor Management
Education
Champlain College 2013 — 2015
Master of Science (MS), Managing Innovation and Information Technology, A
Ashford University 2009 — 2011
Masters, Organizational Leadership
University of Phoenix 2003 — 2009
Bachelors, Business Management
Toastmasters International June 2014 - Present
National Life Group September 2013 - Present
National Life Group February 2012 - September 2013
MassMutual Financial Services August 2004 - August 2011
MassMutual Financial Services January 2002 - August 2004
MassMutual Financial Services July 2000 - December 2002
Skills
Problem Solving, Process Improvement, Customer Service, Mentoring, Operations Management, Insurance, Vendor Relations, Customer Relations, Coaching, Strategic Planning, Team Building, Process Engineering, Performance Management, PowerPoint, Team Leadership, Change Management, Budgeting, Customer Satisfaction, Program Management, Risk Management, Hiring, Continuous Improvement, Employee Relations, Business Analysis, Negotiation, Organizational..., Business Strategy, Analysis, Public Speaking, Sales Management, Relationship Management, Team Management, Requirements Gathering, Outsourcing, Business Process, New Business Development, Life Insurance, Financial Services, Strategy, Business Architecture, Leadership, Management, Project Management, Six Sigma, Talent Management, Quality Assurance, Account Management, Vendor Management
Education
Champlain College 2013 — 2015
Master of Science (MS), Managing Innovation and Information Technology, A
Ashford University 2009 — 2011
Masters, Organizational Leadership
University of Phoenix 2003 — 2009
Bachelors, Business Management
Myra Brainard's National Life Group Experience January 2012 - Present
Job Director, Market Conduct & Compliance
Industry Financial Services
Experience
National Life Group January 2012 - Present
MassMutual Financial Group July 2006 - January 2012
The Hartford April 1976 - July 2006
Education
Bay Path University
National Life Group January 2012 - Present
MassMutual Financial Group July 2006 - January 2012
The Hartford April 1976 - July 2006
Education
Bay Path University
Yanhong Li Yanhong Li's National Life Group Experience June 2014 - Present
Job Advanced Market Specialist NY/NJ agency, CFP®
Industry Financial Services
Experience
National Life Group June 2014 - Present
MetLife September 1993 - March 2014
Skills
Disability Insurance, Group Benefits, Health Insurance, Risk Management, Wealth Accumulation, Retirement Planning, Life Insurance, Long Term Care Insurance
Education
The American College 2004 — 2009
Master's Degree, Financial Planning and Services
Wuhan University 1985 — 1988
Master, Genetics
Hunan Normal University 1981 — 1985
Bachelor, Biology
National Life Group June 2014 - Present
MetLife September 1993 - March 2014
Skills
Disability Insurance, Group Benefits, Health Insurance, Risk Management, Wealth Accumulation, Retirement Planning, Life Insurance, Long Term Care Insurance
Education
The American College 2004 — 2009
Master's Degree, Financial Planning and Services
Wuhan University 1985 — 1988
Master, Genetics
Hunan Normal University 1981 — 1985
Bachelor, Biology
Elizabeth Millman's National Life Group Experience June 2014 - December 2014
Job Operations and Technology Leadership Development Program at The Hartford
Industry Financial Services
Experience
The Hartford September 2015 - Present
The Hartford June 2015 - August 2015
National Life Group June 2014 - December 2014
Delta Sigma Pi May 2013 - December 2014
AT&T May 2013 - August 2013
Spike Advertising June 2012 - August 2012
Hannaford Bros. Co. December 2011 - June 2012
Skills
Enthusiasm to learn, Quality Driven, Microsoft Excel, Team-oriented, Facebook, Social Media, Time Management, Social Media Marketing, Advertising, Event Planning, Teamwork, Data Entry, Microsoft Office, Editing, Leadership, Marketing Communications, Student Recruiting, PowerPoint, Microsoft Word, Public Speaking, Research, Social Networking, Customer Service
Education
Boston University 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Bellows Free Academy 2008 — 2012
The Hartford September 2015 - Present
The Hartford June 2015 - August 2015
National Life Group June 2014 - December 2014
Delta Sigma Pi May 2013 - December 2014
AT&T May 2013 - August 2013
Spike Advertising June 2012 - August 2012
Hannaford Bros. Co. December 2011 - June 2012
Skills
Enthusiasm to learn, Quality Driven, Microsoft Excel, Team-oriented, Facebook, Social Media, Time Management, Social Media Marketing, Advertising, Event Planning, Teamwork, Data Entry, Microsoft Office, Editing, Leadership, Marketing Communications, Student Recruiting, PowerPoint, Microsoft Word, Public Speaking, Research, Social Networking, Customer Service
Education
Boston University 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Bellows Free Academy 2008 — 2012
Zachary Bland's National Life Group Experience June 2012 - August 2012
Job Associate at Orr & Reno
Industry Law Practice
Experience
Orr & Reno September 2014 - Present
United States Senate Committee on the Judiciary January 2014 - April 2014
Orr & Reno May 2013 - August 2013
National Life Group June 2012 - August 2012
Skills
Mergers & Acquisitions, Corporate Governance, Legal Writing, Legal Research, Securities Regulation, Corporate Law, Westlaw, Due Diligence, Research
Education
Boston University School of Law 2011 — 2014
J.D. 2014
Vanderbilt University 2007 — 2011
Bachelor of Arts (BA), Economics, Political Science
Orr & Reno September 2014 - Present
United States Senate Committee on the Judiciary January 2014 - April 2014
Orr & Reno May 2013 - August 2013
National Life Group June 2012 - August 2012
Skills
Mergers & Acquisitions, Corporate Governance, Legal Writing, Legal Research, Securities Regulation, Corporate Law, Westlaw, Due Diligence, Research
Education
Boston University School of Law 2011 — 2014
J.D. 2014
Vanderbilt University 2007 — 2011
Bachelor of Arts (BA), Economics, Political Science
Leah McNamara Leah McNamara's National Life Group Experience February 1986 - July 2004
Job Senior Pension Analyst at People's United Bank
Industry Banking
Experience
People's United Bank July 2004 - August 2014
National Life Group February 1986 - July 2004
Skills
Employee Benefits, Pensions, Retirement, System Administration, Investments, Administration, Financial Services, Retirement Planning
Education
The College of New Jersey 1981 — 1983
BA, Double Major - History, English
Brookdale Community College 1979 — 1981
Associates, Psychology
Manalapan High School
People's United Bank July 2004 - August 2014
National Life Group February 1986 - July 2004
Skills
Employee Benefits, Pensions, Retirement, System Administration, Investments, Administration, Financial Services, Retirement Planning
Education
The College of New Jersey 1981 — 1983
BA, Double Major - History, English
Brookdale Community College 1979 — 1981
Associates, Psychology
Manalapan High School
Jaclyn Fama Jaclyn Fama's National Life Group Experience May 2013 - November 2014
Job PMA/Executive Assistant at Barnum Financial Group, an Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group, an Office of MetLife November 2014 - Present
National Life Group May 2013 - November 2014
TD Bank Group November 2009 - January 2013
TD Bank Group October 2005 - November 2009
Education
Baruch College 2004 — 2007
Associate of Arts and Sciences (AAS), Accounting and Finance
Barnum Financial Group, an Office of MetLife November 2014 - Present
National Life Group May 2013 - November 2014
TD Bank Group November 2009 - January 2013
TD Bank Group October 2005 - November 2009
Education
Baruch College 2004 — 2007
Associate of Arts and Sciences (AAS), Accounting and Finance
Shannon Nelson Shannon Nelson's National Life Group Experience March 2015 - Present
Job Associate at Creative Wealth Group
Industry Financial Services
Experience
National Life Group March 2015 - Present
Creative Wealth Group March 2015 - Present
John Cho - State Farm Agent May 2013 - April 2014
State Farm Insurance March 2012 - February 2013
State Farm Insurance 2007 - 2011
State Farm Insurance, Glen White Agency 2004 - 2007
GEICO 2003 - 2004
Selectica February 2001 - March 2003
Embee Incorporated 2000 - 2001
US Army February 1992 - February 2000
Skills
401k, Analysis of business..., Capital Accumulation, Charitable Giving..., Employee Benefits, Equities, Estate Planning..., Executive Benefits, Financial Strategy, Fixed Annuities, Insurance Strategies, Investments, IRAs, Key Person Insurance, Life Insurance, Mutual Funds, Pension Plans, Personal Life Insurance, Personal Needs Analysis, Retirement Planning, Retirement Income..., Risk Management, Securities, Variable Annuities, Disability Insurance, Group Benefits, Long Term Care Insurance, Health Insurance, Business Insurance, Workers Compensation, Insurance
Education
California State University-Long Beach 1997 — 1999
Political Science, Public Law
Golden West College 1996 — 1997
AA, Liberal Arts
National Life Group March 2015 - Present
Creative Wealth Group March 2015 - Present
John Cho - State Farm Agent May 2013 - April 2014
State Farm Insurance March 2012 - February 2013
State Farm Insurance 2007 - 2011
State Farm Insurance, Glen White Agency 2004 - 2007
GEICO 2003 - 2004
Selectica February 2001 - March 2003
Embee Incorporated 2000 - 2001
US Army February 1992 - February 2000
Skills
401k, Analysis of business..., Capital Accumulation, Charitable Giving..., Employee Benefits, Equities, Estate Planning..., Executive Benefits, Financial Strategy, Fixed Annuities, Insurance Strategies, Investments, IRAs, Key Person Insurance, Life Insurance, Mutual Funds, Pension Plans, Personal Life Insurance, Personal Needs Analysis, Retirement Planning, Retirement Income..., Risk Management, Securities, Variable Annuities, Disability Insurance, Group Benefits, Long Term Care Insurance, Health Insurance, Business Insurance, Workers Compensation, Insurance
Education
California State University-Long Beach 1997 — 1999
Political Science, Public Law
Golden West College 1996 — 1997
AA, Liberal Arts
Don Iacovazzi, CEP® Don Iacovazzi, CEP®'s National Life Group Experience 2014 - Present
Job Agency Sales Consultant at National Life Group
Industry Insurance
Experience
National Life Group 2014 - Present
Merger & Acquisitions Services, Inc. 2013 - 2014
LIMRA 2011 - 2013
Hartford Life 2007 - 2010
TIME Financial 2004 - 2007
Prudential / Phoenix / New England Financial 1984 - 2004
Skills
Insurance, Strategic Planning, New Business Development, Investments, Sales, Financial Services, Management, Training, Marketing Strategy, Business Planning, Leadership, Account Management, Marketing, Sales Operations, Life Insurance, CRM
Education
Central Connecticut State University
Bachelor of Science, Business Administration/Marketing
NICEP
CEP®
National Institute of Certified Estate Planners
CEP®, Estate Planning
National Life Group 2014 - Present
Merger & Acquisitions Services, Inc. 2013 - 2014
LIMRA 2011 - 2013
Hartford Life 2007 - 2010
TIME Financial 2004 - 2007
Prudential / Phoenix / New England Financial 1984 - 2004
Skills
Insurance, Strategic Planning, New Business Development, Investments, Sales, Financial Services, Management, Training, Marketing Strategy, Business Planning, Leadership, Account Management, Marketing, Sales Operations, Life Insurance, CRM
Education
Central Connecticut State University
Bachelor of Science, Business Administration/Marketing
NICEP
CEP®
National Institute of Certified Estate Planners
CEP®, Estate Planning
Jason Gordon's National Life Group Experience July 2006 - March 2009
Job Compliance Officer at Autonomy Capital
Industry Investment Management
Experience
Autonomy Capital August 2013 - Present
FX Solutions October 2011 - August 2013
Prudential Investment Management March 2009 - October 2011
National Life Group July 2006 - March 2009
Perella Weinberg Partners October 2007 - March 2008
J.P. Morgan (formerly Bear, Stearns & Co. Inc.) February 2001 - June 2002
Skills
Investment Advisor..., Corporate Advisory, Investment Banking, Broker-Dealer Compliance, Hedge Funds, Futures, Currency Futures, Foreign Currency, Securities, Mutual Funds, Alternative Investments, Investment Advisers Act, Investment Company Act, Series 24, FINRA, Broker-Dealer, Asset Management, FCPA, Registered Investment..., Legal Compliance, Compliance, Leadership, Mergers & Acquisitions, Due Diligence, Risk Management, Private Equity, Financial Regulation, Derivatives, Investments
Education
Baylor University School of Law 2003 — 2006
Juris Doctor
University of Judaism 1997 — 2000
B.A, Political Science
Autonomy Capital August 2013 - Present
FX Solutions October 2011 - August 2013
Prudential Investment Management March 2009 - October 2011
National Life Group July 2006 - March 2009
Perella Weinberg Partners October 2007 - March 2008
J.P. Morgan (formerly Bear, Stearns & Co. Inc.) February 2001 - June 2002
Skills
Investment Advisor..., Corporate Advisory, Investment Banking, Broker-Dealer Compliance, Hedge Funds, Futures, Currency Futures, Foreign Currency, Securities, Mutual Funds, Alternative Investments, Investment Advisers Act, Investment Company Act, Series 24, FINRA, Broker-Dealer, Asset Management, FCPA, Registered Investment..., Legal Compliance, Compliance, Leadership, Mergers & Acquisitions, Due Diligence, Risk Management, Private Equity, Financial Regulation, Derivatives, Investments
Education
Baylor University School of Law 2003 — 2006
Juris Doctor
University of Judaism 1997 — 2000
B.A, Political Science
Stanley Francois, MBA, MSISM, CompTIA A+. Stanley Francois, MBA, MSISM, CompTIA A+.'s National Life Group Experience January 2008 - June 2008
Job Information Security International
Industry Computer & Network Security
Experience
Hibiscus Children's Center June 2015 - Present
Hibiscus Children's Center January 2014 - Present
Information Security International October 2009 - Present
Norwich University 2008 - 2009
Norwich University 2008 - 2009
National Life Group January 2008 - June 2008
Sentinel Investments May 2007 - January 2008
BancTec December 1997 - January 2002
Skills
TCP/IP, Operating Systems, Information Security..., Security, Information Assurance, Information Security, Network Security, Risk Management, Risk Assessment, Computer Security, Windows, NIST, NIST 800-53, Virtual Memory, Crash Dump Analysis, Blue Screen, Virus Removal, Computer Building, Password Recovery, Home Networking, Computer Hardware..., Video Cards, Vulnerability Assessment, IT Management, Penetration Testing
Education
Capella University 2011 — 2014
Ph.D. Student, Information Technology with a concentration in Information Security, 3.857
University of Fairfax 2009 — 2011
Master of Science in Information Security Engineering, Information Security
Jones International University 2009 — 2010
Master of Business Administration, Information Security Management
Norwich University 2002 — 2009
BS Information Assurance and Security, Information Security
Hibiscus Children's Center June 2015 - Present
Hibiscus Children's Center January 2014 - Present
Information Security International October 2009 - Present
Norwich University 2008 - 2009
Norwich University 2008 - 2009
National Life Group January 2008 - June 2008
Sentinel Investments May 2007 - January 2008
BancTec December 1997 - January 2002
Skills
TCP/IP, Operating Systems, Information Security..., Security, Information Assurance, Information Security, Network Security, Risk Management, Risk Assessment, Computer Security, Windows, NIST, NIST 800-53, Virtual Memory, Crash Dump Analysis, Blue Screen, Virus Removal, Computer Building, Password Recovery, Home Networking, Computer Hardware..., Video Cards, Vulnerability Assessment, IT Management, Penetration Testing
Education
Capella University 2011 — 2014
Ph.D. Student, Information Technology with a concentration in Information Security, 3.857
University of Fairfax 2009 — 2011
Master of Science in Information Security Engineering, Information Security
Jones International University 2009 — 2010
Master of Business Administration, Information Security Management
Norwich University 2002 — 2009
BS Information Assurance and Security, Information Security
David Cambio David Cambio's National Life Group Experience September 2014 - Present
Job Technical Specialist, National Life Group
Industry Information Technology and Services
Experience
National Life Group September 2014 - Present
Champlain College November 2009 - Present
General Dynamics Information Technology April 2013 - August 2014
Le Cordon Bleu College of Culinary Arts July 2012 - May 2013
Ormsby's Computers November 2012 - April 2013
Vermont State Employees Credit Union November 2011 - May 2012
State of Vermont December 2010 - November 2011
State of Vermont Dept. of Taxes June 2010 - November 2011
Vermont State Agency of Transportation May 2007 - June 2010
Community College of Vermont January 2004 - May 2009
Skills
Windows, Windows Server, Citrix, XP, Technical Support, Technical Writing, System Administration, Network Administration, Troubleshooting, Software Documentation, Project Management, Leadership, Training, Access, Networking, MS Office, Microsoft Office, Management, Servers, Operating Systems, Windows XP, Customer Support, Active Directory, Windows 7, Customer Service, Help Desk Support, ITIL, Hardware, VMware ESX
Education
Champlain College 2007 — 2009
MIT, Masters in Information Technology
University of Vermont 1991 — 1996
BS, Forest Biology & Plant & Soil Sc.
National Life Group September 2014 - Present
Champlain College November 2009 - Present
General Dynamics Information Technology April 2013 - August 2014
Le Cordon Bleu College of Culinary Arts July 2012 - May 2013
Ormsby's Computers November 2012 - April 2013
Vermont State Employees Credit Union November 2011 - May 2012
State of Vermont December 2010 - November 2011
State of Vermont Dept. of Taxes June 2010 - November 2011
Vermont State Agency of Transportation May 2007 - June 2010
Community College of Vermont January 2004 - May 2009
Skills
Windows, Windows Server, Citrix, XP, Technical Support, Technical Writing, System Administration, Network Administration, Troubleshooting, Software Documentation, Project Management, Leadership, Training, Access, Networking, MS Office, Microsoft Office, Management, Servers, Operating Systems, Windows XP, Customer Support, Active Directory, Windows 7, Customer Service, Help Desk Support, ITIL, Hardware, VMware ESX
Education
Champlain College 2007 — 2009
MIT, Masters in Information Technology
University of Vermont 1991 — 1996
BS, Forest Biology & Plant & Soil Sc.
Angie M. Whitney Angie M. Whitney's National Life Group Experience November 1998 - December 2004
Job Accountant/Bookkeeper at Self Employed
Industry Accounting
Experience
Norwich University November 2006 - April 2011
The Francis Corporation December 2004 - November 2006
National Life Group November 1998 - December 2004
H&R Block April 2000 - April 2003
Skills
Excel, Word, Access, Outlook, Quickbooks, Peachtree Accounting
Education
Western Governors University 2009 — 2010
BS Business Administration, Management
American Intercontinental University 2006 — 2008
AA Business Administration, Healthcare Management
Carlson Travel Academy 1997 — 1998
Technical, Marketing & Tourism
Green Mountain Technical Center 1996 — 1997
Technical, Marketing & Tourism
Norwich University November 2006 - April 2011
The Francis Corporation December 2004 - November 2006
National Life Group November 1998 - December 2004
H&R Block April 2000 - April 2003
Skills
Excel, Word, Access, Outlook, Quickbooks, Peachtree Accounting
Education
Western Governors University 2009 — 2010
BS Business Administration, Management
American Intercontinental University 2006 — 2008
AA Business Administration, Healthcare Management
Carlson Travel Academy 1997 — 1998
Technical, Marketing & Tourism
Green Mountain Technical Center 1996 — 1997
Technical, Marketing & Tourism
Sonda Frattini, CLU, ChFC's National Life Group Experience September 1989 - March 2008
Job Experienced financial services professional with a passion for helping people.
Industry Financial Services
Experience
Park South Group March 2008 - Present
National Life Group September 1989 - March 2008
Skills
Estate Planning
Education
Bentley University 1984 — 1988
BS in Management
Spaulding High School 1980 — 1984
Park South Group March 2008 - Present
National Life Group September 1989 - March 2008
Skills
Estate Planning
Education
Bentley University 1984 — 1988
BS in Management
Spaulding High School 1980 — 1984
Marissa Greene Marissa Greene's National Life Group Experience April 2015 - Present
Job Coach at Beachbody
Industry Accounting
Experience
Beachbody August 2015 - Present
National Life Group April 2015 - Present
National Life Group November 2013 - September 2015
Weight Watchers July 2011 - September 2012
ADP July 2007 - March 2011
Axsys Technologies November 2006 - July 2007
SPI Distribution Europe Ltd. August 2004 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Payroll, ADP Payroll, Paychex, Customer Service, Accounting
Education
Ashford University 2015 — 2019
Accounting, 4.0
Bunker Hill Community College 2001 — 2002
Accounting
Beachbody August 2015 - Present
National Life Group April 2015 - Present
National Life Group November 2013 - September 2015
Weight Watchers July 2011 - September 2012
ADP July 2007 - March 2011
Axsys Technologies November 2006 - July 2007
SPI Distribution Europe Ltd. August 2004 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Payroll, ADP Payroll, Paychex, Customer Service, Accounting
Education
Ashford University 2015 — 2019
Accounting, 4.0
Bunker Hill Community College 2001 — 2002
Accounting
Christopher Buzzi Christopher Buzzi's National Life Group Experience June 2015 - Present
Job Student at The University of Vermont, Intern for Career Distribution at National Life Group
Industry Higher Education
Experience
National Life Group June 2015 - Present
National Life Group June 2015 - August 2015
Leunig's Bistro August 2014 - May 2015
Positive Pie August 2012 - August 2013
Skills
Jazz Improvisation, Public Speaking, Customer Service, Teamwork, Financial Accounting, Mathematical Statistics, Time Management, Microsoft Excel, Social Networking, Microsoft Office, Social Media, Leadership, Cloud Storage
Education
University of Vermont 2015 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General
Champlain College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Sophomore
U-32
National Life Group June 2015 - Present
National Life Group June 2015 - August 2015
Leunig's Bistro August 2014 - May 2015
Positive Pie August 2012 - August 2013
Skills
Jazz Improvisation, Public Speaking, Customer Service, Teamwork, Financial Accounting, Mathematical Statistics, Time Management, Microsoft Excel, Social Networking, Microsoft Office, Social Media, Leadership, Cloud Storage
Education
University of Vermont 2015 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General
Champlain College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Sophomore
U-32
Travis Hatch Travis Hatch's National Life Group Experience May 2012 - September 2014
Job Campaign Marketing Coordinator at United Way of Greater Los Angeles
Industry Marketing and Advertising
Experience
United Way of Greater Los Angeles October 2015 - Present
XPRIZE May 2015 - October 2015
Pancreatic Cancer Action Network March 2015 - May 2015
National Life Group May 2012 - September 2014
Rasputins Bar August 2010 - September 2014
Narragansett Brewing Company September 2013 - February 2014
National Life Group November 2011 - April 2012
Northwestern Mutual November 2010 - March 2011
Skills
Marketing, Event Planning, Fixed Annuities, People Skills, Discipline, Motivation, Presentations, Life Insurance, Financial Services, Public Speaking, Project Management, Team Leadership, Retirement Planning, Presentation Development, Time Management, Coaching, Data Analysis, Wealth Management, Salesforce.com, Problem Solving, Social Media Marketing, Social Networking, Social Media, Leadership, Management, Microsoft Office, Customer Service, PowerPoint
Education
The American College 2012 — 2014
CLU, Life Insurance
Champlain College 2008 — 2012
Bachelor of Science (BS), Applied Psychology
United Way of Greater Los Angeles October 2015 - Present
XPRIZE May 2015 - October 2015
Pancreatic Cancer Action Network March 2015 - May 2015
National Life Group May 2012 - September 2014
Rasputins Bar August 2010 - September 2014
Narragansett Brewing Company September 2013 - February 2014
National Life Group November 2011 - April 2012
Northwestern Mutual November 2010 - March 2011
Skills
Marketing, Event Planning, Fixed Annuities, People Skills, Discipline, Motivation, Presentations, Life Insurance, Financial Services, Public Speaking, Project Management, Team Leadership, Retirement Planning, Presentation Development, Time Management, Coaching, Data Analysis, Wealth Management, Salesforce.com, Problem Solving, Social Media Marketing, Social Networking, Social Media, Leadership, Management, Microsoft Office, Customer Service, PowerPoint
Education
The American College 2012 — 2014
CLU, Life Insurance
Champlain College 2008 — 2012
Bachelor of Science (BS), Applied Psychology
David Laster's National Life Group Experience June 2008 - Present
Job
Industry Insurance
Experience
National Life Group June 2008 - Present
National Life Group 2008 - Present
Aflac October 1997 - December 2011
Skills
Investments, Strategic Financial..., Coaching, Customer Service, Marketing Strategy, Estate Planning, Financial Analysis, Team Building, Strategic Planning, Leadership Development, Public Speaking, IRAs, Fundraising, Business Planning, Team Leadership, Leadership, Risk Management, Marketing, Small Business, Management, Sales Management, Business Development, Term Life Insurance, New Business Development, Retirement Planning, Financial Planning, Online Advertising, Finance, Strategy, Negotiation, Training, Sales, Health Insurance, Entrepreneurship, Account Management, Employee Benefits, Life Insurance, Social Media Marketing, Real Estate, Insurance, Start-ups, Social Networking
Education
Clark Atlanta University 1993 — 1996
Bachelors Degree, Business Management
Clark Atlanta University 1993 — 1996
Bachelor of Arts (B.A.), Business Management
National Life Group June 2008 - Present
National Life Group 2008 - Present
Aflac October 1997 - December 2011
Skills
Investments, Strategic Financial..., Coaching, Customer Service, Marketing Strategy, Estate Planning, Financial Analysis, Team Building, Strategic Planning, Leadership Development, Public Speaking, IRAs, Fundraising, Business Planning, Team Leadership, Leadership, Risk Management, Marketing, Small Business, Management, Sales Management, Business Development, Term Life Insurance, New Business Development, Retirement Planning, Financial Planning, Online Advertising, Finance, Strategy, Negotiation, Training, Sales, Health Insurance, Entrepreneurship, Account Management, Employee Benefits, Life Insurance, Social Media Marketing, Real Estate, Insurance, Start-ups, Social Networking
Education
Clark Atlanta University 1993 — 1996
Bachelors Degree, Business Management
Clark Atlanta University 1993 — 1996
Bachelor of Arts (B.A.), Business Management
Bao Yong Wan Bao Yong Wan's National Life Group Experience December 2014 - Present
Job IT Technician at Birthright Israel Foundation
Industry Information Technology and Services
Experience
Birthright Israel Foundation July 2015 - Present
National Life Group December 2014 - Present
Champlain College May 2013 - May 2014
State of Vermont May 2013 - August 2013
Wok N Roll January 2008 - May 2013
Golden Eagle Resort June 2012 - August 2012
Hong Kong Chinese Restaurant July 2011 - January 2012
Skills
Master Data Management, SOA, Windows, Data Governance, Networking, Linux, Social Networking, HTML, CSS, Python, Java, FTP software, Mac OS, Backtrack, JavaScript, Social Media
Education
Champlain College 2011 — 2015
Bachelor of Science, Computer Information and Technology
Peoples Academy 2007 — 2011
High School/Secondary Diplomas and Certificates
Birthright Israel Foundation July 2015 - Present
National Life Group December 2014 - Present
Champlain College May 2013 - May 2014
State of Vermont May 2013 - August 2013
Wok N Roll January 2008 - May 2013
Golden Eagle Resort June 2012 - August 2012
Hong Kong Chinese Restaurant July 2011 - January 2012
Skills
Master Data Management, SOA, Windows, Data Governance, Networking, Linux, Social Networking, HTML, CSS, Python, Java, FTP software, Mac OS, Backtrack, JavaScript, Social Media
Education
Champlain College 2011 — 2015
Bachelor of Science, Computer Information and Technology
Peoples Academy 2007 — 2011
High School/Secondary Diplomas and Certificates
Richard Go Richard Go's National Life Group Experience June 2015 - Present
Job Representative at National Life Group
Industry Financial Services
Experience
National Life Group June 2015 - Present
WealthSmart America April 2015 - Present
AGLA is now part of the AIG Family! July 2014 - Present
Financial Education Services (FES) August 2013 - Present
United States Marine Corps June 2013 - Present
GoWebDesign.us July 2012 - Present
Go Financial San Diego July 2011 - Present
Transamerica Premiere July 2011 - Present
World Financial Group (WFG) June 2011 - Present
United States Marine Corps August 2000 - June 2013
Skills
Sales, credit restoration, Financial Planning, credit repair, Leadership, Retirement Planning, Team Building, Small Business, Social Networking, Website Development, Training, Retirement, Entrepreneurship, Life Insurance, Finance, Coaching, Online Marketing, Marketing, Process Improvement, Advertising, Budgets, Real Estate, Social Media Marketing, Marketing Strategy, Online Advertising, Start-ups, Social Media, Web Design, SEO, Facebook, Blogging, PPC, Sales Presentations, CMS, HTML, CSS, Email Marketing, E-commerce, Web Analytics, Affiliate Marketing, Analytics, Digital Marketing, Lead Generation, Health Insurance, Long Term Care Insurance, maximum funded IUL, joomla, Credit
Education
The American College
FSCP, Financial Planning and Services
Barstow Community College
Gen Ed
National Life Group June 2015 - Present
WealthSmart America April 2015 - Present
AGLA is now part of the AIG Family! July 2014 - Present
Financial Education Services (FES) August 2013 - Present
United States Marine Corps June 2013 - Present
GoWebDesign.us July 2012 - Present
Go Financial San Diego July 2011 - Present
Transamerica Premiere July 2011 - Present
World Financial Group (WFG) June 2011 - Present
United States Marine Corps August 2000 - June 2013
Skills
Sales, credit restoration, Financial Planning, credit repair, Leadership, Retirement Planning, Team Building, Small Business, Social Networking, Website Development, Training, Retirement, Entrepreneurship, Life Insurance, Finance, Coaching, Online Marketing, Marketing, Process Improvement, Advertising, Budgets, Real Estate, Social Media Marketing, Marketing Strategy, Online Advertising, Start-ups, Social Media, Web Design, SEO, Facebook, Blogging, PPC, Sales Presentations, CMS, HTML, CSS, Email Marketing, E-commerce, Web Analytics, Affiliate Marketing, Analytics, Digital Marketing, Lead Generation, Health Insurance, Long Term Care Insurance, maximum funded IUL, joomla, Credit
Education
The American College
FSCP, Financial Planning and Services
Barstow Community College
Gen Ed
Peter McKenney, MBA's National Life Group Experience June 2014 - Present
Job New Business Case Manager II at National Life Group
Industry Financial Services
Experience
National Life Group June 2014 - Present
Education
Ashford University 2014 — 2016
Masters of Organizational Development, Human Resource Management
Albertus Magnus College 2010 — 2013
Master of Business Administration (M.B.A.), Management
Lyndon State College 2003 — 2008
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
National Life Group June 2014 - Present
Education
Ashford University 2014 — 2016
Masters of Organizational Development, Human Resource Management
Albertus Magnus College 2010 — 2013
Master of Business Administration (M.B.A.), Management
Lyndon State College 2003 — 2008
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Darren Parent Darren Parent's National Life Group Experience January 2015 - July 2015
Job Strategy & Project Director, Sales Operations at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors July 2015 - Present
National Life Group January 2015 - July 2015
Phoenix Life Insurance Company January 2010 - October 2014
Legacy Financial Group, LLC / MassMutual December 2008 - January 2010
Prudential Financial January 2008 - November 2008
MML Investors, Inc June 2003 - September 2007
Commonwealth Financial Network 2003 - 2004
Allmerica Financial 1997 - 2003
Skills
Series 7, Series 24, Series 63, Relationship Management, Project Management, Investments, Asset Managment, Financial Services, Life Insurance, Asset Management, Management, Fixed Annuities, Leadership, Insurance, Mutual Funds, Retirement Planning, Retirement, Finance, Strategy, Process Improvement, Securities, Risk Management, Financial Planning, Brokerage, Suitability, Operations Management, Sales, Sales Operations
Education
Nichols College 2003 — 2005
MBA, Business
Becker College 2002 — 2003
BSBA, Management
University of Connecticut 1986 — 1989
Electrical Engineering
Lincoln Financial Distributors July 2015 - Present
National Life Group January 2015 - July 2015
Phoenix Life Insurance Company January 2010 - October 2014
Legacy Financial Group, LLC / MassMutual December 2008 - January 2010
Prudential Financial January 2008 - November 2008
MML Investors, Inc June 2003 - September 2007
Commonwealth Financial Network 2003 - 2004
Allmerica Financial 1997 - 2003
Skills
Series 7, Series 24, Series 63, Relationship Management, Project Management, Investments, Asset Managment, Financial Services, Life Insurance, Asset Management, Management, Fixed Annuities, Leadership, Insurance, Mutual Funds, Retirement Planning, Retirement, Finance, Strategy, Process Improvement, Securities, Risk Management, Financial Planning, Brokerage, Suitability, Operations Management, Sales, Sales Operations
Education
Nichols College 2003 — 2005
MBA, Business
Becker College 2002 — 2003
BSBA, Management
University of Connecticut 1986 — 1989
Electrical Engineering
Russell James Sr Russell James Sr's National Life Group Experience August 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
CPS Financial Services - (Financial Strategies For Life) August 2013 - Present
National Life Group August 2013 - Present
NYLIFE Securities, LLC March 2012 - July 2013
New York Life Insurance Company March 2012 - July 2013
MetLife Securities April 2009 - February 2012
MetLife April 2009 - February 2012
World Financial Group (WFG) February 2003 - July 2009
Citizens Financial Mortgage Corp. November 2007 - May 2009
Prime Star Mortgage Corporation March 2004 - October 2007
South Shore Mortgage Corporation February 2001 - March 2004
Skills
Fixed Annuities, Life Insurance, Insurance, Long Term Care Insurance, Annuity Sales, Voluntary Employee..., Final Expense Planning, Business Continuity...
Education
Baruch College, City University of New York (CUNY)
BA, Business Management
Cayuga County Community College 1978 — 1980
ASSOC, Business Administration
CPS Financial Services - (Financial Strategies For Life) August 2013 - Present
National Life Group August 2013 - Present
NYLIFE Securities, LLC March 2012 - July 2013
New York Life Insurance Company March 2012 - July 2013
MetLife Securities April 2009 - February 2012
MetLife April 2009 - February 2012
World Financial Group (WFG) February 2003 - July 2009
Citizens Financial Mortgage Corp. November 2007 - May 2009
Prime Star Mortgage Corporation March 2004 - October 2007
South Shore Mortgage Corporation February 2001 - March 2004
Skills
Fixed Annuities, Life Insurance, Insurance, Long Term Care Insurance, Annuity Sales, Voluntary Employee..., Final Expense Planning, Business Continuity...
Education
Baruch College, City University of New York (CUNY)
BA, Business Management
Cayuga County Community College 1978 — 1980
ASSOC, Business Administration
Amir Khoshniyati's National Life Group Experience January 2011 - November 2011
Job President at ASAN
Industry Computer Software
Experience
Arbela Technologies March 2014 - Present
Sage Analytical Lab July 2013 - Present
ASAN Properties January 2010 - Present
Empresa January 2010 - Present
ETAP August 2012 - March 2014
Beach Cities Real Estate August 2011 - May 2013
Champick (start-up) January 2011 - December 2012
National Life Group January 2011 - November 2011
NASMIC Insurance Services February 2010 - June 2010
Skills
Entrepreneur, Life Insurance, Insurance, Social Networking, Business Planning, Fixed Annuities, Long-term Care, Term Life Insurance, Retirement Planning, Retirement, Investments, Health Insurance, Sales, Negotiation, Contract Negotiation, Communication, Corporate Law, Employment Law, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Organizational..., IT Management, Real Estate Development, Real Estate Investor, Marketing Strategy, Social Media Marketing, Product Marketing, Marketing Management, Direct Marketing, Marketing Communications, Email Marketing, Sales Management, Event Management, Market Planning, Project Management, Operations Management, Program Management, Change Management, SEO, Internal Communications, Integrated Marketing, International Sales, Internet, Asset Managment, ERP, SaaS, Lead Generation, Leadership
Education
Cal State Fullerton 2011 — 2012
Masters, MBA (Management)
Nanjing University 2009 — 2010
Bachelors, International and Intercultural Communication
University of Arizona 2007 — 2009
Bachelors, Business Administration and Management, General
Arbela Technologies March 2014 - Present
Sage Analytical Lab July 2013 - Present
ASAN Properties January 2010 - Present
Empresa January 2010 - Present
ETAP August 2012 - March 2014
Beach Cities Real Estate August 2011 - May 2013
Champick (start-up) January 2011 - December 2012
National Life Group January 2011 - November 2011
NASMIC Insurance Services February 2010 - June 2010
Skills
Entrepreneur, Life Insurance, Insurance, Social Networking, Business Planning, Fixed Annuities, Long-term Care, Term Life Insurance, Retirement Planning, Retirement, Investments, Health Insurance, Sales, Negotiation, Contract Negotiation, Communication, Corporate Law, Employment Law, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Organizational..., IT Management, Real Estate Development, Real Estate Investor, Marketing Strategy, Social Media Marketing, Product Marketing, Marketing Management, Direct Marketing, Marketing Communications, Email Marketing, Sales Management, Event Management, Market Planning, Project Management, Operations Management, Program Management, Change Management, SEO, Internal Communications, Integrated Marketing, International Sales, Internet, Asset Managment, ERP, SaaS, Lead Generation, Leadership
Education
Cal State Fullerton 2011 — 2012
Masters, MBA (Management)
Nanjing University 2009 — 2010
Bachelors, International and Intercultural Communication
University of Arizona 2007 — 2009
Bachelors, Business Administration and Management, General
Anna Winnicki Anna Winnicki's National Life Group Experience October 2006 - December 2013
Job Want Results.... Get Results!
Industry Health, Wellness and Fitness
Experience
Results Transformation Center March 2015 - Present
National Life Group October 2006 - December 2013
Trapp Family Lodge 2003 - 2006
Skills
Insurance, Customer Service, Employee Benefits, Microsoft Excel, Sales, Training, Financial Planning, Fixed Annuities, Life Insurance
Education
National Academy of Sports Medicine 2014 — 2014
Certified Personal Trainer, Health and Physical Education/Fitness
Universidad Internacional de las Américas
Bachelor of Arts (BA), Hospitality Administration/Management
Results Transformation Center March 2015 - Present
National Life Group October 2006 - December 2013
Trapp Family Lodge 2003 - 2006
Skills
Insurance, Customer Service, Employee Benefits, Microsoft Excel, Sales, Training, Financial Planning, Fixed Annuities, Life Insurance
Education
National Academy of Sports Medicine 2014 — 2014
Certified Personal Trainer, Health and Physical Education/Fitness
Universidad Internacional de las Américas
Bachelor of Arts (BA), Hospitality Administration/Management
Karen Warren's National Life Group Experience February 2011 - January 2012
Job Smart Efficiency Workstream Director, TD Bank
Industry Mechanical or Industrial Engineering
Experience
TD September 2014 - Present
TD July 2013 - August 2014
Partnership for Community Care January 2013 - April 2013
Blue Cross Blue Shield of Louisiana August 2012 - February 2013
TD January 2012 - February 2013
National Life Group February 2011 - January 2012
American Airlines February 2011 - April 2011
United States Postal Service March 2010 - November 2010
Carolinas Healthcare System 2009 - 2010
SPX Corporation February 2008 - February 2009
Skills
Six Sigma, Project Management, Lean Manufacturing, Continuous Improvement, Business Process..., Strategic Planning, Process Improvement, Engineering, Strategy, Budgets, Data Analysis, Training, Industrial Engineering, Operations Management, Leadership, Analysis, Change Management, Process Engineering, Customer Satisfaction, Team Building, Cross-functional Team..., Operational Excellence
Education
California State University-San Marcos - College of Business Administration 2002 — 2004
MBA, Business
California Polytechnic State University-San Luis Obispo 1993 — 1998
BS, Industrial Engineering
TD September 2014 - Present
TD July 2013 - August 2014
Partnership for Community Care January 2013 - April 2013
Blue Cross Blue Shield of Louisiana August 2012 - February 2013
TD January 2012 - February 2013
National Life Group February 2011 - January 2012
American Airlines February 2011 - April 2011
United States Postal Service March 2010 - November 2010
Carolinas Healthcare System 2009 - 2010
SPX Corporation February 2008 - February 2009
Skills
Six Sigma, Project Management, Lean Manufacturing, Continuous Improvement, Business Process..., Strategic Planning, Process Improvement, Engineering, Strategy, Budgets, Data Analysis, Training, Industrial Engineering, Operations Management, Leadership, Analysis, Change Management, Process Engineering, Customer Satisfaction, Team Building, Cross-functional Team..., Operational Excellence
Education
California State University-San Marcos - College of Business Administration 2002 — 2004
MBA, Business
California Polytechnic State University-San Luis Obispo 1993 — 1998
BS, Industrial Engineering
Andrew Shaubach's National Life Group Experience January 2011 - January 2012
Job Accountant at AIG
Industry Accounting
Experience
AIG June 2012 - Present
National Life Group January 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
Champlain College 2009 — 2013
Bachelor of Science (BS), Accounting, 3.28 on a 4.0 scale
AIG June 2012 - Present
National Life Group January 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
Champlain College 2009 — 2013
Bachelor of Science (BS), Accounting, 3.28 on a 4.0 scale
Yuan(Emily) Li Yuan(Emily) Li's National Life Group Experience January 2015 - Present
Job Actuarial Analyst at National Life Group
Industry Financial Services
Experience
National Life Group January 2015 - Present
Delaware Life December 2013 - January 2015
Plymouth Rock Assurance January 2013 - October 2013
Boston University - Actuarial Science Department January 2012 - May 2013
Boston University - Gifts and Alumni Records May 2012 - August 2012
Skills
Microsoft Excel, SQL, Access, PowerPoint, VBA, SAS programming, ResQ, Actuarial Science, Derivatives, Econometrics, Time Series Analysis
Education
University of Vermont 2015 — 2017
Master’s Degree, Accounting
Boston University 2011 — 2013
Master, Actuarial Science, 3.95/4.00
Wuhan University 2007 — 2011
Bachelor's degree, Economics and Mathematics, 3.71/4.00
National Life Group January 2015 - Present
Delaware Life December 2013 - January 2015
Plymouth Rock Assurance January 2013 - October 2013
Boston University - Actuarial Science Department January 2012 - May 2013
Boston University - Gifts and Alumni Records May 2012 - August 2012
Skills
Microsoft Excel, SQL, Access, PowerPoint, VBA, SAS programming, ResQ, Actuarial Science, Derivatives, Econometrics, Time Series Analysis
Education
University of Vermont 2015 — 2017
Master’s Degree, Accounting
Boston University 2011 — 2013
Master, Actuarial Science, 3.95/4.00
Wuhan University 2007 — 2011
Bachelor's degree, Economics and Mathematics, 3.71/4.00
Brendan Carroll's National Life Group Experience November 2011 - June 2013
Job Founder & CEO at Skycision
Industry Information Technology and Services
Experience
Skycision May 2015 - Present
Carnegie Mellon University August 2013 - May 2015
Credit Suisse June 2014 - August 2014
Ernst & Young June 2013 - May 2014
National Life Group November 2011 - June 2013
Norwich University August 2009 - May 2013
WiValley, Inc. January 2012 - May 2012
Skills
Computer Security, Databases, Project Management, Business Analysis, Information Assurance, Change Management, Team Leadership, Financial Analysis, C++, SQL, Risk Management, Java, Statistics, Microsoft Excel, Data Mining, Risk Assessment, MySQL, Strategic Forecasting, Organizational..., R, Data Modeling, Mentoring, Applied Statistics, Data Analytics, IT Audit, Strategic Cost..., Activity Based Costing, Linear Programming, Hadoop, Operations Research, Big Data, HBase, Hive, SharePoint, Network Security, Active Directory, Microsoft Office, JavaScript, HTML, Leadership, Business Strategy
Education
Carnegie Mellon University 2013 — 2015
Masters of Information Systems Management
Norwich University 2009 — 2013
Computer Security and Information Assurance:, Digital Forensics and Advanced Information Security, 3.5
Skycision May 2015 - Present
Carnegie Mellon University August 2013 - May 2015
Credit Suisse June 2014 - August 2014
Ernst & Young June 2013 - May 2014
National Life Group November 2011 - June 2013
Norwich University August 2009 - May 2013
WiValley, Inc. January 2012 - May 2012
Skills
Computer Security, Databases, Project Management, Business Analysis, Information Assurance, Change Management, Team Leadership, Financial Analysis, C++, SQL, Risk Management, Java, Statistics, Microsoft Excel, Data Mining, Risk Assessment, MySQL, Strategic Forecasting, Organizational..., R, Data Modeling, Mentoring, Applied Statistics, Data Analytics, IT Audit, Strategic Cost..., Activity Based Costing, Linear Programming, Hadoop, Operations Research, Big Data, HBase, Hive, SharePoint, Network Security, Active Directory, Microsoft Office, JavaScript, HTML, Leadership, Business Strategy
Education
Carnegie Mellon University 2013 — 2015
Masters of Information Systems Management
Norwich University 2009 — 2013
Computer Security and Information Assurance:, Digital Forensics and Advanced Information Security, 3.5
Michael J. Teddy, CLU Michael J. Teddy, CLU's National Life Group Experience January 2000 - Present
Job Owner at M.J. Teddy & Associates
Industry Insurance
Experience
M.J. Teddy & Associates January 1982 - Present
Equity Services Inc. January 2000 - Present
National Life Group January 2000 - Present
KAFL January 2000 - Present
Rose & Kiernan January 2000 - Present
Skills
Life Insurance, Disability Insurance, Employee Benefits, Long-term Care, Term Life Insurance, Key Person Insurance, Fixed Annuities, Small Business, Personal Life Insurance, Executive Benefits, Disability, Health Insurance
Education
The American College 1995 — 1995
Chartered Life Underwriter
Champlain College 1973 — 1975
Associate's degree, Business Administration and Management, General
Pittsford High School 1969 — 1973
M.J. Teddy & Associates January 1982 - Present
Equity Services Inc. January 2000 - Present
National Life Group January 2000 - Present
KAFL January 2000 - Present
Rose & Kiernan January 2000 - Present
Skills
Life Insurance, Disability Insurance, Employee Benefits, Long-term Care, Term Life Insurance, Key Person Insurance, Fixed Annuities, Small Business, Personal Life Insurance, Executive Benefits, Disability, Health Insurance
Education
The American College 1995 — 1995
Chartered Life Underwriter
Champlain College 1973 — 1975
Associate's degree, Business Administration and Management, General
Pittsford High School 1969 — 1973
Bill Bates, CPA, PMP Bill Bates, CPA, PMP's National Life Group Experience 2009 - February 2014
Job Principal at wtb & Associates, LLC
Industry Financial Services
Experience
wtb & Associates, LLC February 2014 - Present
National Life Group 2009 - February 2014
National Life Group 2004 - 2009
National Life Group 1998 - 2004
State of Vermont January 1994 - December 1997
Sullivan Powers & Co 1988 - 1994
Skills
Business Process..., Process Improvement, Internal Audit, Finance, Risk Management, Insurance, Internal Controls, Accounting, Auditing, Analysis, Management, Leadership, Business Analysis, Program Management, Sarbanes-Oxley Act, Managerial Finance, Financial Analysis, Business Process, Strategic Planning, Change Management, Vendor Management, Financial Reporting, Team Building, Visio, Financial Services, Project Management, Planview, Budgets, Training, Due Diligence, Enterprise Risk..., Forecasting, Strategic Financial..., Software Documentation, Operational Risk..., Executive Management, Financial Risk, GAAP, Financial Modeling, Sarbanes-Oxley, Financial Management, Budgeting, Management Consulting, Cash Management, Treasury Management, Strategy, Consulting, Business Strategy
Education
Norwich University
B.S., Accounting and Business/Management
Champlain College
Associate of Science (A.S.), Accounting
The Snelling Center for Government 2015 — 2016
Certificate Program, Organizational Leadership
wtb & Associates, LLC February 2014 - Present
National Life Group 2009 - February 2014
National Life Group 2004 - 2009
National Life Group 1998 - 2004
State of Vermont January 1994 - December 1997
Sullivan Powers & Co 1988 - 1994
Skills
Business Process..., Process Improvement, Internal Audit, Finance, Risk Management, Insurance, Internal Controls, Accounting, Auditing, Analysis, Management, Leadership, Business Analysis, Program Management, Sarbanes-Oxley Act, Managerial Finance, Financial Analysis, Business Process, Strategic Planning, Change Management, Vendor Management, Financial Reporting, Team Building, Visio, Financial Services, Project Management, Planview, Budgets, Training, Due Diligence, Enterprise Risk..., Forecasting, Strategic Financial..., Software Documentation, Operational Risk..., Executive Management, Financial Risk, GAAP, Financial Modeling, Sarbanes-Oxley, Financial Management, Budgeting, Management Consulting, Cash Management, Treasury Management, Strategy, Consulting, Business Strategy
Education
Norwich University
B.S., Accounting and Business/Management
Champlain College
Associate of Science (A.S.), Accounting
The Snelling Center for Government 2015 — 2016
Certificate Program, Organizational Leadership
Jaron Foster, MBA Jaron Foster, MBA's National Life Group Experience July 2006 - May 2007
Job Compliance Project Manager and Data Analyst at State of Vermont
Industry Government Administration
Experience
State of Vermont September 2013 - Present
Vermont Information Processing September 2009 - September 2013
Vermont Information Processing May 2007 - September 2009
National Life Group July 2006 - May 2007
Internship with Vermont Expos 2002 - 2002
Skills
Business Analysis, Account Management, Data Analysis, Project Management, Sales, Microsoft Excel, Strategic Planning, Customer Service, Leadership, Process Improvement, Team Leadership, Training, Business Development, Management, Cross-functional Team..., Forecasting, Budgets, Sales Operations, Team Building, Analysis, Inventory Management, Sales Management
Education
Champlain College 2009 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.96
Colby Sawyer College 2002 — 2006
Bachelor of Science (B.S.), Sport Management
University College Cork 2005 — 2005
History
State of Vermont September 2013 - Present
Vermont Information Processing September 2009 - September 2013
Vermont Information Processing May 2007 - September 2009
National Life Group July 2006 - May 2007
Internship with Vermont Expos 2002 - 2002
Skills
Business Analysis, Account Management, Data Analysis, Project Management, Sales, Microsoft Excel, Strategic Planning, Customer Service, Leadership, Process Improvement, Team Leadership, Training, Business Development, Management, Cross-functional Team..., Forecasting, Budgets, Sales Operations, Team Building, Analysis, Inventory Management, Sales Management
Education
Champlain College 2009 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.96
Colby Sawyer College 2002 — 2006
Bachelor of Science (B.S.), Sport Management
University College Cork 2005 — 2005
History
Lucas Barrett Lucas Barrett's National Life Group Experience December 2012 - Present
Job Internal Auditor at National Life Group
Industry Education Management
Experience
National Life Group December 2012 - Present
Blue Mountain Union School August 2006 - August 2012
Angolano and Company, CPA, PC July 2002 - August 2006
Skills
Outlook, Accounting, Process Improvement, Financial Reporting, Project Management, QuickBooks, PowerPoint, Budgets, Financial Analysis, Accounts Payable, Account Management, Accounts Receivable, Inventory Management, Payroll, Financial Accounting, General Ledger, Managerial Finance, Business Analysis
Education
Bryant College 1998 — 2002
Bachelor of Science (B.S.), Accounting and Business/Management
National Life Group December 2012 - Present
Blue Mountain Union School August 2006 - August 2012
Angolano and Company, CPA, PC July 2002 - August 2006
Skills
Outlook, Accounting, Process Improvement, Financial Reporting, Project Management, QuickBooks, PowerPoint, Budgets, Financial Analysis, Accounts Payable, Account Management, Accounts Receivable, Inventory Management, Payroll, Financial Accounting, General Ledger, Managerial Finance, Business Analysis
Education
Bryant College 1998 — 2002
Bachelor of Science (B.S.), Accounting and Business/Management
Danielle Abrams's National Life Group Experience June 2011 - August 2011
Job Associate Site Manager, Pottery Barn Kids at Pottery Barn
Industry Marketing and Advertising
Experience
Pottery Barn June 2015 - Present
Pottery Barn November 2014 - June 2015
Constellation Brands June 2012 - November 2014
Bowdoin College September 2008 - May 2012
National Life Group June 2011 - August 2011
National Life Group May 2010 - September 2010
Vermont Department of Economic Development May 2009 - August 2009
Skills
Public Speaking, Newsletters, Customer Service, Research, PowerPoint, Microsoft Word, Social Media, Microsoft Office, Facebook, HTML, Data Analysis, Spanish, Email
Education
Bowdoin College 2008 — 2012
Bachelor of Arts, Mathematics, French
University of St. Andrews 2010 — 2011
Study Abroad, Mathematics: Differential Equations and Complex Analysis
Pottery Barn June 2015 - Present
Pottery Barn November 2014 - June 2015
Constellation Brands June 2012 - November 2014
Bowdoin College September 2008 - May 2012
National Life Group June 2011 - August 2011
National Life Group May 2010 - September 2010
Vermont Department of Economic Development May 2009 - August 2009
Skills
Public Speaking, Newsletters, Customer Service, Research, PowerPoint, Microsoft Word, Social Media, Microsoft Office, Facebook, HTML, Data Analysis, Spanish, Email
Education
Bowdoin College 2008 — 2012
Bachelor of Arts, Mathematics, French
University of St. Andrews 2010 — 2011
Study Abroad, Mathematics: Differential Equations and Complex Analysis
Daniel Ulloa, MBA Daniel Ulloa, MBA's National Life Group Experience September 2012 - Present
Job Key Accounts, National Life Group
Industry Financial Services
Experience
National Life Group September 2012 - Present
Capital One July 2011 - September 2012
Every Soccer Jersey January 2006 - November 2011
Swanner United June 2005 - August 2011
Westward Financial Strategies June 2010 - April 2011
Northwestern Mutual January 2009 - May 2010
The Game LLC April 2004 - August 2009
Skills
Strategic Financial..., Training, Sales, Recruiting, Sales Management, Leadership, Customer Satisfaction, Finance, Coaching, Insurance, Management, Sales Operations, Employee Training, New Business Development, Time Management, Marketing, Team Building, Leadership Development, Account Management, 401k, Public Speaking, Marketing Strategy, Employee Benefits, Small Business, Operations Management, Fixed Annuities, Outlook, Microsoft Excel, Disability Insurance
Education
Ashford University 2011 — 2013
MBA, Organizational Leadership, Marketing
Southern Illinois University, Edwardsville 2008 — 2009
B.A., Management
Southwestern Illinois College 2003 — 2005
Associates, Science
Collinsville High School 2003 — 2005
High School Diploma
Cristo Rey School through 2003 1996 — 2003
High School Diploma
National Life Group September 2012 - Present
Capital One July 2011 - September 2012
Every Soccer Jersey January 2006 - November 2011
Swanner United June 2005 - August 2011
Westward Financial Strategies June 2010 - April 2011
Northwestern Mutual January 2009 - May 2010
The Game LLC April 2004 - August 2009
Skills
Strategic Financial..., Training, Sales, Recruiting, Sales Management, Leadership, Customer Satisfaction, Finance, Coaching, Insurance, Management, Sales Operations, Employee Training, New Business Development, Time Management, Marketing, Team Building, Leadership Development, Account Management, 401k, Public Speaking, Marketing Strategy, Employee Benefits, Small Business, Operations Management, Fixed Annuities, Outlook, Microsoft Excel, Disability Insurance
Education
Ashford University 2011 — 2013
MBA, Organizational Leadership, Marketing
Southern Illinois University, Edwardsville 2008 — 2009
B.A., Management
Southwestern Illinois College 2003 — 2005
Associates, Science
Collinsville High School 2003 — 2005
High School Diploma
Cristo Rey School through 2003 1996 — 2003
High School Diploma
Harriet-Sue Barlow Harriet-Sue Barlow's National Life Group Experience January 2000 - November 2004
Job Manager at Sue B Consulting, LLC
Industry Management Consulting
Experience
Sue B Consulting, LLC November 2008 - Present
Amerigroup Corporation March 2005 - December 2008
National Life Group January 2000 - November 2004
Community College of Vermont April 1998 - December 1999
B & C Bagels December 1995 - March 1998
Education
Antioch University New England 1988 — 1990
M.Ed., Organization and Management
Merrimack College 1977 — 1981
Bachelor's of Science, Human Services
Sue B Consulting, LLC November 2008 - Present
Amerigroup Corporation March 2005 - December 2008
National Life Group January 2000 - November 2004
Community College of Vermont April 1998 - December 1999
B & C Bagels December 1995 - March 1998
Education
Antioch University New England 1988 — 1990
M.Ed., Organization and Management
Merrimack College 1977 — 1981
Bachelor's of Science, Human Services
Valerie Deyo Valerie Deyo's National Life Group Experience November 2007 - Present
Job Financial Services & Real Estate
Industry Financial Services
Experience
Life Wave May 2008 - Present
National Life Group November 2007 - Present
First Financial Security September 2007 - Present
Education
Azusa Pacific University
MA, Education
Life Wave May 2008 - Present
National Life Group November 2007 - Present
First Financial Security September 2007 - Present
Education
Azusa Pacific University
MA, Education
Omri Dick Omri Dick's National Life Group Experience May 2014 - Present
Job Financial Services Representative at National Life Group
Industry Hospitality
Experience
National Life Group May 2014 - Present
Sublet4u March 2012 - June 2014
EL AL Israel Airlines January 2010 - May 2012
018 Xfone August 2008 - December 2009
Israel Defense Forces August 2004 - August 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Team Leadership, PowerPoint, Project Planning, Leadership, Operations Management, Sales, Photoshop, Security, Security Management, Airlines, Hospitality Industry, Management, Public Speaking, Social Media, Yield Management, Digital Marketing, Recruiting, Marketing Strategy, Training
Education
Borough of Manhattan Community College
National Life Group May 2014 - Present
Sublet4u March 2012 - June 2014
EL AL Israel Airlines January 2010 - May 2012
018 Xfone August 2008 - December 2009
Israel Defense Forces August 2004 - August 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Team Leadership, PowerPoint, Project Planning, Leadership, Operations Management, Sales, Photoshop, Security, Security Management, Airlines, Hospitality Industry, Management, Public Speaking, Social Media, Yield Management, Digital Marketing, Recruiting, Marketing Strategy, Training
Education
Borough of Manhattan Community College
Howard L. Polansky Howard L. Polansky's National Life Group Experience 1981 - Present
Job President of Howard L Polansky Associates
Industry Insurance
Experience
Howard L Polansky Associates 1981 - Present
National Life Group 1981 - Present
Skills
Retirement Planning, Retirement, Life Insurance, Estate Planning, Insurance, Disability Insurance, Long-term Care, Financial Services, Employee Benefits, IRAs, Fixed Annuities, Long Term Care Insurance, Health Insurance, Term Life Insurance, FINRA, 401k, Small Business, Finance, Pensions, Universal Life, Whole Life, Defined Benefit Plan...
Education
New York University 1973 — 1976
Dual M.B.A.s, Finance & Economics
Brooklyn College 1969 — 1973
BA, Political Science
Howard L Polansky Associates 1981 - Present
National Life Group 1981 - Present
Skills
Retirement Planning, Retirement, Life Insurance, Estate Planning, Insurance, Disability Insurance, Long-term Care, Financial Services, Employee Benefits, IRAs, Fixed Annuities, Long Term Care Insurance, Health Insurance, Term Life Insurance, FINRA, 401k, Small Business, Finance, Pensions, Universal Life, Whole Life, Defined Benefit Plan...
Education
New York University 1973 — 1976
Dual M.B.A.s, Finance & Economics
Brooklyn College 1969 — 1973
BA, Political Science
Lori Chalmers's National Life Group Experience July 2011 - October 2012
Job Information Technology and Services Executive
Industry Information Technology and Services
Experience
HP Enterprise Services January 2013 - April 2015
National Life Group July 2011 - October 2012
Competitive Computing August 2008 - December 2010
Allscripts Healthcare Solutions 2008 - 2008
Systems & Software, Inc 2007 - 2008
Systems & Software, Inc July 2006 - May 2007
IDX Systems Corporation 2003 - 2006
IDX Systems Corporation 2000 - 2003
IDX Systems Corporation 1996 - 2000
Skills
Business Process..., Six Sigma, Project Management, Operations Management, Strategic Planning, Leadership, SDLC, Business Analysis, E-commerce, Coaching, Process Improvement, Cross-functional Team..., Continuous Improvement, Team Building, Change Management, Vendor Management, Business Intelligence, Team Management, Program Management, CRM, Visio, Team Leadership, Integration
Education
Trinity College 1995 — 1996
BS, Business Administration
Champlain College 1976 — 1978
AS, Data Processing
HP Enterprise Services January 2013 - April 2015
National Life Group July 2011 - October 2012
Competitive Computing August 2008 - December 2010
Allscripts Healthcare Solutions 2008 - 2008
Systems & Software, Inc 2007 - 2008
Systems & Software, Inc July 2006 - May 2007
IDX Systems Corporation 2003 - 2006
IDX Systems Corporation 2000 - 2003
IDX Systems Corporation 1996 - 2000
Skills
Business Process..., Six Sigma, Project Management, Operations Management, Strategic Planning, Leadership, SDLC, Business Analysis, E-commerce, Coaching, Process Improvement, Cross-functional Team..., Continuous Improvement, Team Building, Change Management, Vendor Management, Business Intelligence, Team Management, Program Management, CRM, Visio, Team Leadership, Integration
Education
Trinity College 1995 — 1996
BS, Business Administration
Champlain College 1976 — 1978
AS, Data Processing
Nichole Crawford Nichole Crawford's National Life Group Experience October 2005 - July 2010
Job Advanced Life Manager & Counsel at Federated Insurance
Industry Insurance
Experience
Federated Insurance August 2010 - Present
National Life Group October 2005 - July 2010
Wells Fargo Bank 2004 - September 2005
American Express Financial Advisors September 1997 - April 2003
Skills
Estate Planning, Business Succession, Life Insurance, Fixed Annuities, Insurance, Retirement, Retirement Planning, Disability Insurance, Employee Benefits, ChFC, CLU, Taxation, Term Life Insurance, Sales, Wealth Management
Education
University of Denver - Sturm College of Law 1994 — 1995
LL.M, Taxation
Arizona State University College of Law 1991 — 1994
JD, Law
University of Minnesota-Twin Cities 1987 — 1991
BA, Sociology
Federated Insurance August 2010 - Present
National Life Group October 2005 - July 2010
Wells Fargo Bank 2004 - September 2005
American Express Financial Advisors September 1997 - April 2003
Skills
Estate Planning, Business Succession, Life Insurance, Fixed Annuities, Insurance, Retirement, Retirement Planning, Disability Insurance, Employee Benefits, ChFC, CLU, Taxation, Term Life Insurance, Sales, Wealth Management
Education
University of Denver - Sturm College of Law 1994 — 1995
LL.M, Taxation
Arizona State University College of Law 1991 — 1994
JD, Law
University of Minnesota-Twin Cities 1987 — 1991
BA, Sociology
Ken Gregory, CPA Ken Gregory, CPA's National Life Group Experience May 2009 - February 2011
Job Experienced Accountant & Audit Professional
Industry Warehousing
Experience
C&S Wholesale Grocers July 2014 - Present
Robert Half International September 2012 - March 2014
National Life Group May 2009 - February 2011
Aon Insurance Managers October 2007 - April 2009
KPMG June 2005 - September 2007
Strategic Risk Solutions April 2003 - June 2005
Randstad August 2001 - March 2003
Arthur Andersen August 1999 - August 2001
FM Global December 1994 - August 1999
Skills
US GAAP, Statutory Reporting, Financial Reporting, Month End Close, Audit, Internal Audit, 802, General Ledger, Captive Insurance, Insurance, Property & Casualty..., Life Insurance, Social Media, Supervisory Experience, CPA, Financial Analysis, Budgeting, Internal Controls, Commissions, Public Speaking, Auditing, Deltek, Microsoft Excel, Microsoft Word, Nonprofits, Sarbanes-Oxley Act, Finance, GAAP, Statutory Accounting, Accounting, Risk Management, Budgets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1999
MSA, Accounting
University of Massachusetts at Lowell 1988 — 1992
Bachelors, Business Adminstration
C&S Wholesale Grocers July 2014 - Present
Robert Half International September 2012 - March 2014
National Life Group May 2009 - February 2011
Aon Insurance Managers October 2007 - April 2009
KPMG June 2005 - September 2007
Strategic Risk Solutions April 2003 - June 2005
Randstad August 2001 - March 2003
Arthur Andersen August 1999 - August 2001
FM Global December 1994 - August 1999
Skills
US GAAP, Statutory Reporting, Financial Reporting, Month End Close, Audit, Internal Audit, 802, General Ledger, Captive Insurance, Insurance, Property & Casualty..., Life Insurance, Social Media, Supervisory Experience, CPA, Financial Analysis, Budgeting, Internal Controls, Commissions, Public Speaking, Auditing, Deltek, Microsoft Excel, Microsoft Word, Nonprofits, Sarbanes-Oxley Act, Finance, GAAP, Statutory Accounting, Accounting, Risk Management, Budgets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1999
MSA, Accounting
University of Massachusetts at Lowell 1988 — 1992
Bachelors, Business Adminstration
Jay Bugg Jay Bugg's National Life Group Experience May 2006 - Present
Job Sr VP IMO Marketing at National Life Group
Industry Financial Services
Experience
National Life Group May 2006 - Present
National Western Life May 2001 - May 2006
The Hanover Insurance Group October 1998 - April 2001
Jefferson Pilot October 1994 - October 1998
ING Nederland May 1986 - October 1994
Skills
Life Insurance, Indexed Annuities, Teacher Training, Recruiting, Sales Management, Sales Operations, Retirement, Disability Insurance, Financial Services, Leadership, Fixed Annuities, Long-term Care, Management, Insurance, Retirement Planning, Series 63, Series 6, Sales
Education
Babson College 1993 — 1995
LLIF, Finance and Financial Management Services
The American College 1991 — 1991
CLU, ChFC, Life Insurance and Finance
Covenant College 1974 — 1978
BA, Biblical Studies, Theology
National Life Group May 2006 - Present
National Western Life May 2001 - May 2006
The Hanover Insurance Group October 1998 - April 2001
Jefferson Pilot October 1994 - October 1998
ING Nederland May 1986 - October 1994
Skills
Life Insurance, Indexed Annuities, Teacher Training, Recruiting, Sales Management, Sales Operations, Retirement, Disability Insurance, Financial Services, Leadership, Fixed Annuities, Long-term Care, Management, Insurance, Retirement Planning, Series 63, Series 6, Sales
Education
Babson College 1993 — 1995
LLIF, Finance and Financial Management Services
The American College 1991 — 1991
CLU, ChFC, Life Insurance and Finance
Covenant College 1974 — 1978
BA, Biblical Studies, Theology
Gary Lenz, CLU, LUTCF Gary Lenz, CLU, LUTCF's National Life Group Experience March 2012 - Present
Job Manager Life Sales Desk at National Life Group
Industry Financial Services
Experience
National Life Group March 2012 - Present
Equity Services Inc. February 2008 - Present
National Life Group March 2011 - March 2012
National Life Group February 2008 - March 2011
New York Life Insurance Company April 2001 - January 2008
KeyBank August 1987 - December 2000
Education
Stetson University 1982 — 1986
BBA, Marketing & Management
Castleton University 1981 — 1982
Business
National Life Group March 2012 - Present
Equity Services Inc. February 2008 - Present
National Life Group March 2011 - March 2012
National Life Group February 2008 - March 2011
New York Life Insurance Company April 2001 - January 2008
KeyBank August 1987 - December 2000
Education
Stetson University 1982 — 1986
BBA, Marketing & Management
Castleton University 1981 — 1982
Business
Claudine (Pilon) Bodin's National Life Group Experience October 2013 - April 2014
Job Associate Editor at Picket Fence Preview
Industry Public Relations and Communications
Experience
Picket Fence Preview May 2015 - Present
Union Mutual of Vermont February 2015 - April 2015
Vermont Department of Labor October 2014 - February 2015
National Life Group October 2013 - April 2014
National Life Group September 2012 - October 2013
Primehook Rentals January 2004 - January 2013
US Forest Service April 1999 - May 2003
National Association of Clean Water Agencies (NACWA) September 1997 - December 1998
Reebok January 1994 - September 1996
Boston University School of Management June 1989 - January 1994
Skills
Public Relations, Event Planning, Fundraising, Newsletters, Nonprofits, Management, Editing, Project Management, Volunteer Management, Training, Marketing, Public Speaking, Community Outreach, Event Management, Budgets, Program Management, Press Releases, Leadership, Creative Writing, Customer Service, Social Media, Research, Copywriting, Web Content, Marketing Communications, Data Management, Analysis
Education
Boston University 1992 — 1995
M.S., Corporate Communications & Public Relations, 4.0
Mount Holyoke College 1983 — 1987
B.S., English & Theater Design
The MacDuffie School 1978 — 1983
SUNGARD
LDRPS Planner's & Administrator's Certificate, Business Continuity Systems
Lead Boston-YWCA Boston
Graduate, Civic Leadership
Picket Fence Preview May 2015 - Present
Union Mutual of Vermont February 2015 - April 2015
Vermont Department of Labor October 2014 - February 2015
National Life Group October 2013 - April 2014
National Life Group September 2012 - October 2013
Primehook Rentals January 2004 - January 2013
US Forest Service April 1999 - May 2003
National Association of Clean Water Agencies (NACWA) September 1997 - December 1998
Reebok January 1994 - September 1996
Boston University School of Management June 1989 - January 1994
Skills
Public Relations, Event Planning, Fundraising, Newsletters, Nonprofits, Management, Editing, Project Management, Volunteer Management, Training, Marketing, Public Speaking, Community Outreach, Event Management, Budgets, Program Management, Press Releases, Leadership, Creative Writing, Customer Service, Social Media, Research, Copywriting, Web Content, Marketing Communications, Data Management, Analysis
Education
Boston University 1992 — 1995
M.S., Corporate Communications & Public Relations, 4.0
Mount Holyoke College 1983 — 1987
B.S., English & Theater Design
The MacDuffie School 1978 — 1983
SUNGARD
LDRPS Planner's & Administrator's Certificate, Business Continuity Systems
Lead Boston-YWCA Boston
Graduate, Civic Leadership
Matthew Brockett's National Life Group Experience May 2014 - Present
Job Business Continuity Program Systems & Documentation Manager at National Life Group
Industry Financial Services
Experience
National Life Group May 2014 - Present
NTT DATA Americas September 2012 - May 2014
NTT DATA Americas June 2011 - September 2012
Blue Cross and Blue Shield of Vermont March 2006 - January 2011
Vermont PBS August 2003 - March 2006
Skills
Business Continuity..., Technical Writing, Corporate Communications, Communication, Copy Editing, Proofreading, Process Improvement, Business Process..., Business Process Mapping, Microsoft Office, SharePoint, Visio, Wiki Development, RSA Archer Administrator
Education
Castleton State College 1996 — 2001
Bachelor of Arts (BA), Communications - Journalism
National Life Group May 2014 - Present
NTT DATA Americas September 2012 - May 2014
NTT DATA Americas June 2011 - September 2012
Blue Cross and Blue Shield of Vermont March 2006 - January 2011
Vermont PBS August 2003 - March 2006
Skills
Business Continuity..., Technical Writing, Corporate Communications, Communication, Copy Editing, Proofreading, Process Improvement, Business Process..., Business Process Mapping, Microsoft Office, SharePoint, Visio, Wiki Development, RSA Archer Administrator
Education
Castleton State College 1996 — 2001
Bachelor of Arts (BA), Communications - Journalism
Shari Chouinard's National Life Group Experience June 1985 - November 2002
Job Project Manager at NTT Data, National Life Group
Industry Internet
Experience
NTT Data, National Life Group November 2013 - Present
Competitive Computing May 2011 - November 2013
Cambium Group, LLC November 2002 - May 2011
Kittery Trading Post 2006 - 2008
National Life Group June 1985 - November 2002
Skills
SEO, Social Media Marketing, Marketing Strategy, Keyword Research, Email Marketing, E-commerce, Marketing Communications, Web Design, Web Analytics, Marketing, Social Networking, Website Development, Management, Project Management, Business Analysis, Strategic Planning, Online Marketing
Education
Champlain College 1983 — 1985
NTT Data, National Life Group November 2013 - Present
Competitive Computing May 2011 - November 2013
Cambium Group, LLC November 2002 - May 2011
Kittery Trading Post 2006 - 2008
National Life Group June 1985 - November 2002
Skills
SEO, Social Media Marketing, Marketing Strategy, Keyword Research, Email Marketing, E-commerce, Marketing Communications, Web Design, Web Analytics, Marketing, Social Networking, Website Development, Management, Project Management, Business Analysis, Strategic Planning, Online Marketing
Education
Champlain College 1983 — 1985
Ellen Lim's National Life Group Experience October 2013 - Present
Job Broker at Northeast Planning Group Inc. & Northeast Producers Group Inc
Industry Insurance
Experience
Northeast Planning Group Inc. & Northeast Producers Group Inc January 2014 - Present
National Life Group October 2013 - Present
Myers International August 2013 - Present
New York Life Insurance Company June 2010 - October 2013
ECS April 2009 - September 2009
Chelsea Gallery December 2006 - March 2008
Skills
IRAs, Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Business Planning, Long-term Care, Long Term Care Insurance, Small Business, Pensions, Estate Planning, Retirement, Retirement Planning, Finance, Financial Services, Mutual Funds, Financial Planners, Strategic Financial..., Wealth Management, Investments, Financial Advisory, 401k, Asset Allocation, Investment Advisory, Series 7, Wealth, Series 63, Term Life Insurance, Securities, Wealth Accumulation, Series 6, Investment Strategies, 401k Rollovers, Variable Annuities, College Savings Plans, Asset Management, Roth IRA, Portfolio Management, Health Insurance, Whole Life, Licensed Life Insurance..., Universal Life, Employee Benefits, Buy-sell Agreements, Mortgage Lending, Personal Finance, Equities, Trusts, Underwriting, Credit
Education
State University of New York at Binghamton 1997 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Binghamton University
Bachelor of Arts (B.A.), Political Science
Northeast Planning Group Inc. & Northeast Producers Group Inc January 2014 - Present
National Life Group October 2013 - Present
Myers International August 2013 - Present
New York Life Insurance Company June 2010 - October 2013
ECS April 2009 - September 2009
Chelsea Gallery December 2006 - March 2008
Skills
IRAs, Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Business Planning, Long-term Care, Long Term Care Insurance, Small Business, Pensions, Estate Planning, Retirement, Retirement Planning, Finance, Financial Services, Mutual Funds, Financial Planners, Strategic Financial..., Wealth Management, Investments, Financial Advisory, 401k, Asset Allocation, Investment Advisory, Series 7, Wealth, Series 63, Term Life Insurance, Securities, Wealth Accumulation, Series 6, Investment Strategies, 401k Rollovers, Variable Annuities, College Savings Plans, Asset Management, Roth IRA, Portfolio Management, Health Insurance, Whole Life, Licensed Life Insurance..., Universal Life, Employee Benefits, Buy-sell Agreements, Mortgage Lending, Personal Finance, Equities, Trusts, Underwriting, Credit
Education
State University of New York at Binghamton 1997 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Binghamton University
Bachelor of Arts (B.A.), Political Science
Mark Rosner's National Life Group Experience November 2006 - Present
Job Insurance Brokerage Director
Industry Insurance
Experience
National Life Group November 2006 - Present
Principal Financial Group September 2000 - October 2006
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Sales, Disability Insurance, Term Life Insurance, Retirement, Long-term Care, Health Insurance, Universal Life, Brokers, Employee Benefits
Education
Baldwin School of NYC 1968 — 1971
City University of New York City College
National Life Group November 2006 - Present
Principal Financial Group September 2000 - October 2006
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Sales, Disability Insurance, Term Life Insurance, Retirement, Long-term Care, Health Insurance, Universal Life, Brokers, Employee Benefits
Education
Baldwin School of NYC 1968 — 1971
City University of New York City College
Maniago, Steve's National Life Group Experience May 2011 - May 2014
Job Director of Commercial Mortgage Loans at One America
Industry Commercial Real Estate
Experience
One America May 2014 - Present
National Life Group May 2011 - May 2014
AEGON Realty Advisors July 2000 - April 2011
Kmart Corporation August 1999 - July 2000
Skills
Investments, Securities, Short Sales, Underwriting, Disposition, Real Estate Financing, Commercial Real Estate
Education
Bellarmine University 2001 — 2003
MBA
University of Kentucky 1993 — 1998
One America May 2014 - Present
National Life Group May 2011 - May 2014
AEGON Realty Advisors July 2000 - April 2011
Kmart Corporation August 1999 - July 2000
Skills
Investments, Securities, Short Sales, Underwriting, Disposition, Real Estate Financing, Commercial Real Estate
Education
Bellarmine University 2001 — 2003
MBA
University of Kentucky 1993 — 1998
Seymour Schreiber's National Life Group Experience June 2009 - November 2011
Job Regional Vice President at The Producers Group
Industry Financial Services
Experience
The Producers Group February 2012 - Present
National Life Group June 2009 - November 2011
Allianz Life 2006 - 2008
MetLife September 1974 - May 2004
Metropolitan Life Insurance Company 1996 - 2004
MetLife Financial Services 1974 - 2004
Skills
Fixed Annuities, Marketing, Insurance, Long-term Care, Retirement, Underwriting, Disability Insurance, 401k, Life Insurance, Variable Annuities, Mutual Funds, Term Life Insurance, Retirement Planning, IRAs, Series 6, Financial Planners
Education
City University of New York-Baruch College 1971 — 1974
MBA, Marketing
The Producers Group February 2012 - Present
National Life Group June 2009 - November 2011
Allianz Life 2006 - 2008
MetLife September 1974 - May 2004
Metropolitan Life Insurance Company 1996 - 2004
MetLife Financial Services 1974 - 2004
Skills
Fixed Annuities, Marketing, Insurance, Long-term Care, Retirement, Underwriting, Disability Insurance, 401k, Life Insurance, Variable Annuities, Mutual Funds, Term Life Insurance, Retirement Planning, IRAs, Series 6, Financial Planners
Education
City University of New York-Baruch College 1971 — 1974
MBA, Marketing
Sera Vautier's National Life Group Experience August 2004 - March 2006
Job Senior Digital Account Manager at FUSE
Industry Marketing and Advertising
Experience
Fuse May 2013 - Present
Fuse February 2009 - May 2013
The Wonderfactory March 2006 - October 2008
National Life Group August 2004 - March 2006
Skills
Social Media Marketing, Social Media, Digital Strategy, Digital Marketing, Account Management, Graphic Design, Project Management, Content Strategy, Digital Media, Interactive Marketing, Content Management, Blogging, Online Advertising, Marketing Communications, Web Project Management, Web Content Management, Interactive Advertising, Online Marketing, Copywriting, User Experience, Interactive Media, Production Managment, Print Project Management, Social Media Strategy, Interactive Production, Production Management, Strategic Insights, Branded Content, Branded Content..., Social Media Advertising, Client Services, Client Relations
Education
Bennington College 1999 — 2003
Bachelors, Psychology, Music
Fuse May 2013 - Present
Fuse February 2009 - May 2013
The Wonderfactory March 2006 - October 2008
National Life Group August 2004 - March 2006
Skills
Social Media Marketing, Social Media, Digital Strategy, Digital Marketing, Account Management, Graphic Design, Project Management, Content Strategy, Digital Media, Interactive Marketing, Content Management, Blogging, Online Advertising, Marketing Communications, Web Project Management, Web Content Management, Interactive Advertising, Online Marketing, Copywriting, User Experience, Interactive Media, Production Managment, Print Project Management, Social Media Strategy, Interactive Production, Production Management, Strategic Insights, Branded Content, Branded Content..., Social Media Advertising, Client Services, Client Relations
Education
Bennington College 1999 — 2003
Bachelors, Psychology, Music
Justin Daniels's National Life Group Experience January 2011 - Present
Job Director, Treasury Operations at National Life Group
Industry Financial Services
Experience
National Life Group January 2011 - Present
National Life Group December 2007 - January 2011
Chittenden Bank June 2005 - December 2008
State Street Bank and Trust Company January 2000 - June 2005
Skills
Treasury Management, Banking, Cash Management, Investments, Cash Flow Forecasting, Insurance, Bank Relationship..., Credit, Payments, Operational Risk..., Debt, Process Improvement, Financial Services, Risk Management, Financial Modeling
Education
Champlain College 2006 — 2008
MBA, Finance
Northeastern University 1996 — 2001
BS, Marketing
National Life Group January 2011 - Present
National Life Group December 2007 - January 2011
Chittenden Bank June 2005 - December 2008
State Street Bank and Trust Company January 2000 - June 2005
Skills
Treasury Management, Banking, Cash Management, Investments, Cash Flow Forecasting, Insurance, Bank Relationship..., Credit, Payments, Operational Risk..., Debt, Process Improvement, Financial Services, Risk Management, Financial Modeling
Education
Champlain College 2006 — 2008
MBA, Finance
Northeastern University 1996 — 2001
BS, Marketing
Braun Jones's National Life Group Experience January 2013 - Present
Job RVP Mountain States at National Life Group
Industry Insurance
Experience
National Life Group January 2013 - Present
American General Life Companies June 2011 - January 2013
Brokerage Professionals, Inc. February 2001 - June 2011
Mutual of Omaha 1993 - 2001
Skills
Fixed Annuities, Health Insurance, Underwriting, Term Life Insurance, Retirement, Life Insurance, Long-term Care, Brokers, Universal Life, Retirement Planning, Insurance, Disability Insurance, Indexed Annuities, Long Term Care Insurance, Whole Life
Education
Bellevue University 1994 — 1996
BS, Marketing Management
Daniel J Gross H.S.
National Life Group January 2013 - Present
American General Life Companies June 2011 - January 2013
Brokerage Professionals, Inc. February 2001 - June 2011
Mutual of Omaha 1993 - 2001
Skills
Fixed Annuities, Health Insurance, Underwriting, Term Life Insurance, Retirement, Life Insurance, Long-term Care, Brokers, Universal Life, Retirement Planning, Insurance, Disability Insurance, Indexed Annuities, Long Term Care Insurance, Whole Life
Education
Bellevue University 1994 — 1996
BS, Marketing Management
Daniel J Gross H.S.
Andrew Houston, MBA's National Life Group Experience 2004 - 2005
Job Operations and Finance Professional
Industry Financial Services
Experience
Keurig Green Mountain, Inc. January 2015 - Present
State Street Bank Kansas City 2014 - 2014
Flood Financial Services 2013 - 2014
Dwight Asset Management December 2005 - May 2012
National Life Group 2004 - 2005
A.G. Edwards May 1999 - August 1999
Skills
Bloomberg, Risk Management, Microsoft Office, Accounting, Asset Management, Operations Management, FX trading, SQL, Writing, Pricing, Reconciliation, Confirmations, Excel, Word, PowerPoint, Project Planning, Detailed Analysis, Internal Communications, Custody, Fixed Income Products, General Insurance, Data Management, Microsoft Excel, VBA, PeopleSoft, Property Management
Education
Champlain College 2009 — 2011
MBA, Business
Castleton State College 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Vermont Technical College 2001 — 2003
Associates, Business
Keurig Green Mountain, Inc. January 2015 - Present
State Street Bank Kansas City 2014 - 2014
Flood Financial Services 2013 - 2014
Dwight Asset Management December 2005 - May 2012
National Life Group 2004 - 2005
A.G. Edwards May 1999 - August 1999
Skills
Bloomberg, Risk Management, Microsoft Office, Accounting, Asset Management, Operations Management, FX trading, SQL, Writing, Pricing, Reconciliation, Confirmations, Excel, Word, PowerPoint, Project Planning, Detailed Analysis, Internal Communications, Custody, Fixed Income Products, General Insurance, Data Management, Microsoft Excel, VBA, PeopleSoft, Property Management
Education
Champlain College 2009 — 2011
MBA, Business
Castleton State College 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Vermont Technical College 2001 — 2003
Associates, Business
Carmen Mallrich's National Life Group Experience 2008 - Present
Job RCFE Administrator
Industry Individual & Family Services
Experience
c2joySenior Companions January 2014 - Present
National Life Group 2008 - Present
North County Credit Union 1994 - 2008
CUNA Mutual Group 1997 - 2000
Skills
Retirement Planning, Retirement, Life Insurance, Sales, Management, Business Development, Financial Services, Customer Service, IRAs, Credit Unions, Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Long-term Care, Long Term Care Insurance, Health Insurance, Estate Planning, Mutual Funds, Financial Planning
Education
California State University-San Bernardino 1982 — 1985
c2joySenior Companions January 2014 - Present
National Life Group 2008 - Present
North County Credit Union 1994 - 2008
CUNA Mutual Group 1997 - 2000
Skills
Retirement Planning, Retirement, Life Insurance, Sales, Management, Business Development, Financial Services, Customer Service, IRAs, Credit Unions, Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Long-term Care, Long Term Care Insurance, Health Insurance, Estate Planning, Mutual Funds, Financial Planning
Education
California State University-San Bernardino 1982 — 1985
Jack Cleary's National Life Group Experience 2007 - 2013
Job Jack Cleary is a Human Resources Consultant based in Vermont.
Industry Human Resources
Experience
Cleary Human Resources Consulting February 2013 - Present
National Life Group 2007 - 2013
National Life Group 2004 - 2007
Springer-Miller Systems 1996 - 2004
Bombardier Capital 1994 - 1996
Stowe Mountain Resort 1987 - 1994
Skills
Employee Relations, Employee Benefits, Succession Planning, Recruiting, Performance Management, Organizational..., Deferred Compensation, HRIS, Human Resources, Compensation, Benefits Administration, Onboarding, Executive Compensation, New Hire Orientations, Training, Talent Acquisition, Leadership Development, Leadership, Applicant Tracking..., Talent Management, Change Management, Policy, Process Improvement, Compensation & Benefit, Executive Pay, Employment Law, Payroll, Management, Hiring, Workforce Planning, Program Management, Strategy, Temporary Placement, Employee Engagement, Compensation & Benefits, Strategic Planning, Team Building
Education
University of Tennessee
MA, Industrial/Organizational Psychology
Bates College
BA, Psychology
Cleary Human Resources Consulting February 2013 - Present
National Life Group 2007 - 2013
National Life Group 2004 - 2007
Springer-Miller Systems 1996 - 2004
Bombardier Capital 1994 - 1996
Stowe Mountain Resort 1987 - 1994
Skills
Employee Relations, Employee Benefits, Succession Planning, Recruiting, Performance Management, Organizational..., Deferred Compensation, HRIS, Human Resources, Compensation, Benefits Administration, Onboarding, Executive Compensation, New Hire Orientations, Training, Talent Acquisition, Leadership Development, Leadership, Applicant Tracking..., Talent Management, Change Management, Policy, Process Improvement, Compensation & Benefit, Executive Pay, Employment Law, Payroll, Management, Hiring, Workforce Planning, Program Management, Strategy, Temporary Placement, Employee Engagement, Compensation & Benefits, Strategic Planning, Team Building
Education
University of Tennessee
MA, Industrial/Organizational Psychology
Bates College
BA, Psychology
Anna Costenbader, CCP, CBP's National Life Group Experience September 2014 - January 2015
Job Head of Global Total Rewards, HR Compliance, Fleet Cost Management
Industry Consumer Services
Experience
Holland America Group (Princess Cruises, Holland America Line, Seabourn & Cunard) February 2015 - Present
National Life Group September 2014 - January 2015
Pall Corporation February 2010 - August 2014
Citi September 2004 - February 2010
Ernst & Young / Capgemini July 1999 - September 2004
Merrill Lynch 1989 - 1999
Lord & Taylor April 1987 - September 1989
AT&T Corporate Headquarters 1982 - 1987
Skills
Executive Pay, Global Compensation, Deferred Compensation, Organizational Design, Succession Planning, Incentive Programs, Employee Benefits, HRIS, Talent Management, Workforce Planning, Performance Management, Compensation & Benefits, Employee Relations, Personnel Management, Employee Engagement
Education
Adelphi University 1980 — 1984
Bachelor of Science (BS), Management Science, 3.7
Holland America Group (Princess Cruises, Holland America Line, Seabourn & Cunard) February 2015 - Present
National Life Group September 2014 - January 2015
Pall Corporation February 2010 - August 2014
Citi September 2004 - February 2010
Ernst & Young / Capgemini July 1999 - September 2004
Merrill Lynch 1989 - 1999
Lord & Taylor April 1987 - September 1989
AT&T Corporate Headquarters 1982 - 1987
Skills
Executive Pay, Global Compensation, Deferred Compensation, Organizational Design, Succession Planning, Incentive Programs, Employee Benefits, HRIS, Talent Management, Workforce Planning, Performance Management, Compensation & Benefits, Employee Relations, Personnel Management, Employee Engagement
Education
Adelphi University 1980 — 1984
Bachelor of Science (BS), Management Science, 3.7
Ed Humphrey, CLU, ChFC's National Life Group Experience August 1998 - August 2004
Job Brokerage Director at MassMutual Metro New York
Industry Insurance
Experience
MassMutual Metro New York August 2014 - Present
MassMutual October 2008 - January 2010
Phoenix Life Insurance Company August 2004 - February 2008
National Life Group August 1998 - August 2004
The MONY Group February 1988 - February 1998
Skills
Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Insurance, Retirement Planning, Term Life Insurance, Long-term Care, Estate Planning, 401k, Universal Life, Long Term Care Insurance, Whole Life, Health Insurance, Brokers
Education
City University of New York-Brooklyn College
MassMutual Metro New York August 2014 - Present
MassMutual October 2008 - January 2010
Phoenix Life Insurance Company August 2004 - February 2008
National Life Group August 1998 - August 2004
The MONY Group February 1988 - February 1998
Skills
Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Insurance, Retirement Planning, Term Life Insurance, Long-term Care, Estate Planning, 401k, Universal Life, Long Term Care Insurance, Whole Life, Health Insurance, Brokers
Education
City University of New York-Brooklyn College
Phyllis Lissauer's National Life Group Experience August 2003 - October 2003
Job Owner, Specialized Consulting, LLC
Industry Financial Services
Experience
Specialized Consulting, LLC January 2000 - Present
AIG August 2010 - September 2015
Showman Fabricators December 2009 - July 2010
Pro Bono for various small businesses September 2008 - December 2009
Bank Hapoalim NY February 2006 - July 2008
BusinessEdge Solutions - an EMC consulting practice January 2006 - July 2008
National Life Group August 2003 - October 2003
JPMorgan Chase June 2000 - November 2002
National Life Group January 2000 - June 2000
Merrill Lynch Asset Management October 1975 - January 2000
Skills
Investments, Business Analysis, Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Asset Management, Business Process..., Management Consulting, Vendor Management
Education
City University of New York City College
City University of New York-Brooklyn College
Specialized Consulting, LLC January 2000 - Present
AIG August 2010 - September 2015
Showman Fabricators December 2009 - July 2010
Pro Bono for various small businesses September 2008 - December 2009
Bank Hapoalim NY February 2006 - July 2008
BusinessEdge Solutions - an EMC consulting practice January 2006 - July 2008
National Life Group August 2003 - October 2003
JPMorgan Chase June 2000 - November 2002
National Life Group January 2000 - June 2000
Merrill Lynch Asset Management October 1975 - January 2000
Skills
Investments, Business Analysis, Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Asset Management, Business Process..., Management Consulting, Vendor Management
Education
City University of New York City College
City University of New York-Brooklyn College
Chris Vetrano's National Life Group Experience December 2012 - Present
Job Chelsea Financial Partners
Industry Financial Services
Experience
National Life Group December 2012 - Present
Chelsea Financial Partners March 2007 - Present
Bear Stearns April 2003 - March 2007
Gruntal and Co / Ryan Beck March 1996 - December 2001
Skills
Financial Analysis, Uniform Combined State..., Securities, Wealth, Series 7, Investment Advisory, Alternative Investments, Retirement Planning, Wealth Management, Mutual Funds, Valuation, Finance, Microsoft Excel, Series 63, Asset Allocation
Education
Saint John's University 1991 — 1994
Bachelor of Science, Finance
California Lutheran University 2011 — 2013
Certified Financial Planner (CFP)
National Life Group December 2012 - Present
Chelsea Financial Partners March 2007 - Present
Bear Stearns April 2003 - March 2007
Gruntal and Co / Ryan Beck March 1996 - December 2001
Skills
Financial Analysis, Uniform Combined State..., Securities, Wealth, Series 7, Investment Advisory, Alternative Investments, Retirement Planning, Wealth Management, Mutual Funds, Valuation, Finance, Microsoft Excel, Series 63, Asset Allocation
Education
Saint John's University 1991 — 1994
Bachelor of Science, Finance
California Lutheran University 2011 — 2013
Certified Financial Planner (CFP)
Paul Beard JD,CLU,ChFC,MSM,MSFS,CASL's National Life Group Experience December 2002 - September 2003
Job EVP National Sales Manager Epic Financial
Industry Insurance
Experience
PSB Insurance Consultants February 2009 - Present
One Resource Group October 2012 - May 2014
Epic Financial 2007 - 2014
US bankcorp. Investments, Inc October 2007 - February 2009
Ameriprise Financial April 2005 - June 2007
PSB Insurance Consultants, Inc September 2003 - April 2005
National Life Group December 2002 - September 2003
Lincoln Benefit Life January 2001 - November 2002
Principal Financial Group February 2000 - October 2000
First Variable Life December 1997 - January 2000
Skills
Insurance, Investments, Fixed Annuities, Risk Management, Long-term Care, Financial Advisory, Finance, Property & Casualty..., Disability Insurance, Mutual Funds, Sales Operations, Long Term Care Insurance, Life Insurance, Training, Estate Planning, Strategic Financial..., Management, Health Insurance, Coaching, Retirement Planning, Variable Annuities, Retirement, Small Business, Sales, Portfolio Management, Marketing, Series 7, Financial Planning
Education
The American College 2005 — 2008
CASL, Senior Planning
The American College 1982 — 1986
MSFS,MSM, Financial Planning
American University, Washington College of Law
JD, Law
Dickinson College
AB, History
Dickinson College
A.B
The American College
CLU,ChFC, Insurance
The American College
M.S.F.S
The American College
M.S.M
The American College
Ch.F.C
The American College
C.A.S.L
PSB Insurance Consultants February 2009 - Present
One Resource Group October 2012 - May 2014
Epic Financial 2007 - 2014
US bankcorp. Investments, Inc October 2007 - February 2009
Ameriprise Financial April 2005 - June 2007
PSB Insurance Consultants, Inc September 2003 - April 2005
National Life Group December 2002 - September 2003
Lincoln Benefit Life January 2001 - November 2002
Principal Financial Group February 2000 - October 2000
First Variable Life December 1997 - January 2000
Skills
Insurance, Investments, Fixed Annuities, Risk Management, Long-term Care, Financial Advisory, Finance, Property & Casualty..., Disability Insurance, Mutual Funds, Sales Operations, Long Term Care Insurance, Life Insurance, Training, Estate Planning, Strategic Financial..., Management, Health Insurance, Coaching, Retirement Planning, Variable Annuities, Retirement, Small Business, Sales, Portfolio Management, Marketing, Series 7, Financial Planning
Education
The American College 2005 — 2008
CASL, Senior Planning
The American College 1982 — 1986
MSFS,MSM, Financial Planning
American University, Washington College of Law
JD, Law
Dickinson College
AB, History
Dickinson College
A.B
The American College
CLU,ChFC, Insurance
The American College
M.S.F.S
The American College
M.S.M
The American College
Ch.F.C
The American College
C.A.S.L
Sean Tubridy's National Life Group Experience March 2013 - Present
Job Consultant at AXA Advisors
Industry Banking
Experience
AXA Advisors July 2014 - Present
National Life Group March 2013 - Present
JP Morgan Chase September 2010 - May 2012
JPMorgan Chase February 2009 - September 2010
Chase 2007 - 2009
Skills
Equities, Series 7, Financial Planning, Series 63, Securities, Customer Relations, Financial Analysis, Series 66, Series 6
Education
Belmont Abbey College 2003 — 2005
Bachelors, Business
AXA Advisors July 2014 - Present
National Life Group March 2013 - Present
JP Morgan Chase September 2010 - May 2012
JPMorgan Chase February 2009 - September 2010
Chase 2007 - 2009
Skills
Equities, Series 7, Financial Planning, Series 63, Securities, Customer Relations, Financial Analysis, Series 66, Series 6
Education
Belmont Abbey College 2003 — 2005
Bachelors, Business
Rebecca Todd's National Life Group Experience May 2015 - Present
Job Business Project Manager at National Life Group
Industry Financial Services
Experience
National Life Group May 2015 - Present
Liberty Mutual Insurance January 2013 - October 2014
Santander Bank, N.A. October 2011 - February 2012
Bank of America December 2007 - March 2011
Bank of America June 2006 - December 2007
Banc of America Investments August 2005 - June 2006
Bank of America April 2004 - August 2005
Fleet Bank 1999 - 2004
BankBoston 1996 - 1999
BayBank 1987 - 1995
Skills
Project Planning, Project Management, Analytics, Business Process..., Business Readiness, Business Continuity..., Tactical Planning, Six Sigma, Microsoft Office, PowerPoint, Business Strategy, Budgeting, Cost Management, Operational Efficiency, Process Flow, Incentive Programs, Sales Process, Service Processes, Budgets, Training, Analysis, Vendor Management, Management, Program Management, Relationship Management, Cross-functional Team..., Investments, Quality Assurance, Leadership, Portfolio Management, Forecasting, Marketing, Executive Management, CRM, Business Analysis, Sales, Strategy, Enterprise Software, Business Development, Segmentation, Competitive Analysis, Change Management, Operations Management, Financial Analysis, Business Planning, P&L Management, Product Management
Education
Boston University - School of Management
MBA
University of Vermont
BS, Animal Sciences
National Life Group May 2015 - Present
Liberty Mutual Insurance January 2013 - October 2014
Santander Bank, N.A. October 2011 - February 2012
Bank of America December 2007 - March 2011
Bank of America June 2006 - December 2007
Banc of America Investments August 2005 - June 2006
Bank of America April 2004 - August 2005
Fleet Bank 1999 - 2004
BankBoston 1996 - 1999
BayBank 1987 - 1995
Skills
Project Planning, Project Management, Analytics, Business Process..., Business Readiness, Business Continuity..., Tactical Planning, Six Sigma, Microsoft Office, PowerPoint, Business Strategy, Budgeting, Cost Management, Operational Efficiency, Process Flow, Incentive Programs, Sales Process, Service Processes, Budgets, Training, Analysis, Vendor Management, Management, Program Management, Relationship Management, Cross-functional Team..., Investments, Quality Assurance, Leadership, Portfolio Management, Forecasting, Marketing, Executive Management, CRM, Business Analysis, Sales, Strategy, Enterprise Software, Business Development, Segmentation, Competitive Analysis, Change Management, Operations Management, Financial Analysis, Business Planning, P&L Management, Product Management
Education
Boston University - School of Management
MBA
University of Vermont
BS, Animal Sciences
Tom Brownell's National Life Group Experience 2005 - Present
Job CIO at NL Group
Industry Insurance
Experience
NL Group 2005 - Present
National Life Group 2005 - Present
Education
Bowdoin College 1979 — 1983
BA, Political Science and Government
NL Group 2005 - Present
National Life Group 2005 - Present
Education
Bowdoin College 1979 — 1983
BA, Political Science and Government
Karthik Vemula's National Life Group Experience April 2002 - September 2007
Job Sr Systems Analyst at Pacific Life
Industry Computer Software
Experience
Pacific Life August 2014 - Present
Voya Financial May 2010 - July 2014
John Hancock Financial Services July 2009 - April 2010
Pheonix Wealth Management October 2007 - June 2009
National Life Group April 2002 - September 2007
Skills
Vantage-One, COBOL, JCL, CICS, DB2, VSAM, Endeavor, Expeditor, Intertest, CA7, LMF, IDMS, ADSO, Control M, Fileaid, Quality Center, QTP, ClearQuest, MS Project, Project Management, SDLC, HP Quality Center
Education
Andhra University 1998 — 2002
Bachelor of Technology (B.Tech.), Computer Science
Pacific Life August 2014 - Present
Voya Financial May 2010 - July 2014
John Hancock Financial Services July 2009 - April 2010
Pheonix Wealth Management October 2007 - June 2009
National Life Group April 2002 - September 2007
Skills
Vantage-One, COBOL, JCL, CICS, DB2, VSAM, Endeavor, Expeditor, Intertest, CA7, LMF, IDMS, ADSO, Control M, Fileaid, Quality Center, QTP, ClearQuest, MS Project, Project Management, SDLC, HP Quality Center
Education
Andhra University 1998 — 2002
Bachelor of Technology (B.Tech.), Computer Science
Marty Tatro's National Life Group Experience June 2015 - Present
Job Student at Champlain College in Vermotn
Industry Computer & Network Security
Experience
National Life Group June 2015 - Present
Champlain College 2014 - Present
VABVI 2008 - Present
Community College of Vermont 2010 - May 2014
Skills
Research, Fundraising, Teaching, Higher Education, Public Speaking, PowerPoint, Critical Thinking, Microsoft Office, Customer Service, Leadership, Editing, Microsoft Word, Social Media
Education
Champlain College 2014 — 2016
Bachelor’s Degree, Cyber Security
Twinfield Union 1984 — 1986
El Toro High School 1982 — 1984
National Life Group June 2015 - Present
Champlain College 2014 - Present
VABVI 2008 - Present
Community College of Vermont 2010 - May 2014
Skills
Research, Fundraising, Teaching, Higher Education, Public Speaking, PowerPoint, Critical Thinking, Microsoft Office, Customer Service, Leadership, Editing, Microsoft Word, Social Media
Education
Champlain College 2014 — 2016
Bachelor’s Degree, Cyber Security
Twinfield Union 1984 — 1986
El Toro High School 1982 — 1984
Olga Tanygina's National Life Group Experience April 2013 - Present
Job Actuarial analyst. SAS programming. Life Insurance methodology.
Industry Insurance
Experience
National Life Group April 2013 - Present
Ph Global Partners June 2012 - March 2013
Kings Medical Care January 2012 - March 2013
SEB Life Ukraine September 2008 - March 2011
VEKSEL Life Insurance January 2007 - August 2008
Eberspeher MM Heating Ukraine August 2005 - December 2006
CLST April 2001 - September 2005
Skills
Actuarial Science, Insurance, Risk Management, Reinsurance, Process Improvement, General Insurance, Pensions, Life Insurance, Quantitative Finance, Pension Funds, Statistics, Underwriting, Business Planning, Business Analysis, Access, Banking, Financial Engineering, Management, Financial Risk
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1990 — 1996
Master's degree, Applied mathematics
Society of Actuaries (SOA) 2007 — 2015
Actuarial science
Life Office Management Association (LOMA) 2011 — 2011
Need 2 know series, Life Insurance operations
Chartered Institute of Management Accounting (CIMA) 2003 — 2005
Cerfificate, Management Accounting
Beacon College and Graduate School 1993 — 2003
Master, Christian Theology
145 Physics&Math Kiev lycee 1987 — 1990
High school Diploma with honours, Physics, Mathematics
National Life Group April 2013 - Present
Ph Global Partners June 2012 - March 2013
Kings Medical Care January 2012 - March 2013
SEB Life Ukraine September 2008 - March 2011
VEKSEL Life Insurance January 2007 - August 2008
Eberspeher MM Heating Ukraine August 2005 - December 2006
CLST April 2001 - September 2005
Skills
Actuarial Science, Insurance, Risk Management, Reinsurance, Process Improvement, General Insurance, Pensions, Life Insurance, Quantitative Finance, Pension Funds, Statistics, Underwriting, Business Planning, Business Analysis, Access, Banking, Financial Engineering, Management, Financial Risk
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1990 — 1996
Master's degree, Applied mathematics
Society of Actuaries (SOA) 2007 — 2015
Actuarial science
Life Office Management Association (LOMA) 2011 — 2011
Need 2 know series, Life Insurance operations
Chartered Institute of Management Accounting (CIMA) 2003 — 2005
Cerfificate, Management Accounting
Beacon College and Graduate School 1993 — 2003
Master, Christian Theology
145 Physics&Math Kiev lycee 1987 — 1990
High school Diploma with honours, Physics, Mathematics
Edward J. Parry lll's National Life Group Experience November 2007 - February 2010
Job Principal at Montshire Advisors
Industry Insurance
Experience
Montshire Advisors 2011 - Present
UMass Memorial Healthcare 2001 - Present
National Life Group November 2007 - February 2010
The Hanover Insurance Group 2003 - 2007
Allmerica Financial 1996 - 2003
Allmerica Financial 1992 - 1996
Price Waterhouse Coopers 1987 - 1992
Sansiveri, Kimball & Co., L.L.P. 1985 - 1987
Ernst & Young 1982 - 1985
Price Waterhouse Coopers 1981 - 1982
Skills
Enterprise Risk..., Board Relations, Mergers & Acquisitions, Strategy, Mergers, Financial Reporting
Education
Bryant University 1977 — 1981
B.S., Business Administration
Montshire Advisors 2011 - Present
UMass Memorial Healthcare 2001 - Present
National Life Group November 2007 - February 2010
The Hanover Insurance Group 2003 - 2007
Allmerica Financial 1996 - 2003
Allmerica Financial 1992 - 1996
Price Waterhouse Coopers 1987 - 1992
Sansiveri, Kimball & Co., L.L.P. 1985 - 1987
Ernst & Young 1982 - 1985
Price Waterhouse Coopers 1981 - 1982
Skills
Enterprise Risk..., Board Relations, Mergers & Acquisitions, Strategy, Mergers, Financial Reporting
Education
Bryant University 1977 — 1981
B.S., Business Administration
Bryan Seward's National Life Group Experience May 2010 - August 2010
Job Senior Associate Performance Governance, Risk and Compliance at PwC
Industry Management Consulting
Experience
PwC August 2014 - Present
PwC July 2011 - July 2014
National Life Group May 2010 - August 2010
Green Mountain Coffee Roasters June 2009 - August 2009
South Burlington School District December 2007 - June 2008
Skills
Financial Statements, Auditing, Account Reconciliation, Accounting, Volunteering, General Ledger, Analysis, Social Media, Public Speaking, Microsoft Excel
Education
Bucknell University 2007 — 2011
BSBA, Accounting, Cum Laude
PwC August 2014 - Present
PwC July 2011 - July 2014
National Life Group May 2010 - August 2010
Green Mountain Coffee Roasters June 2009 - August 2009
South Burlington School District December 2007 - June 2008
Skills
Financial Statements, Auditing, Account Reconciliation, Accounting, Volunteering, General Ledger, Analysis, Social Media, Public Speaking, Microsoft Excel
Education
Bucknell University 2007 — 2011
BSBA, Accounting, Cum Laude
Kara (Bagley) Leclerc's National Life Group Experience January 2015 - Present
Job Team Manager at National Life Group
Industry Insurance
Experience
National Life Group January 2015 - Present
National Life Group September 2013 - December 2014
Summit Partners July 2011 - August 2013
KPMG Audit September 2008 - June 2011
Barnes & Noble College Booksellers January 2005 - May 2008
Sun Life Financial May 2007 - September 2007
Skills
Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Auditing, Financial Modeling, SEC Filings, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters, Accounting
Bentley University 2003 — 2007
Bachelors of Science, Accounting
National Life Group January 2015 - Present
National Life Group September 2013 - December 2014
Summit Partners July 2011 - August 2013
KPMG Audit September 2008 - June 2011
Barnes & Noble College Booksellers January 2005 - May 2008
Sun Life Financial May 2007 - September 2007
Skills
Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Auditing, Financial Modeling, SEC Filings, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters, Accounting
Bentley University 2003 — 2007
Bachelors of Science, Accounting
Ernesto Calderon Regal's National Life Group Experience September 2012 - January 2013
Job Agent for Florida Blue
Industry Financial Services
Experience
Florida Blue - Blue Cross Blue Shield of Florida July 2013 - Present
A & A Underwriters, Inc January 2013 - July 2013
National Life Group September 2012 - January 2013
New York Life Insurance Company December 2011 - December 2012
VOA - GNY September 2008 - September 2010
Manhattan School of Music January 2004 - June 2008
Brascuba s.a January 1998 - June 2002
Skills
Higher Education, Grants, Research, Marketing Strategy, Team Leadership, Teaching, Strategic Planning, QuickBooks, Financial Analysis, Accounting, Social Media, Microsoft Excel, Finance
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
Master, MBA
Baruch College, City University of New York (CUNY) 2009 — 2011
Master, Master of Business Administration
Florida Blue - Blue Cross Blue Shield of Florida July 2013 - Present
A & A Underwriters, Inc January 2013 - July 2013
National Life Group September 2012 - January 2013
New York Life Insurance Company December 2011 - December 2012
VOA - GNY September 2008 - September 2010
Manhattan School of Music January 2004 - June 2008
Brascuba s.a January 1998 - June 2002
Skills
Higher Education, Grants, Research, Marketing Strategy, Team Leadership, Teaching, Strategic Planning, QuickBooks, Financial Analysis, Accounting, Social Media, Microsoft Excel, Finance
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
Master, MBA
Baruch College, City University of New York (CUNY) 2009 — 2011
Master, Master of Business Administration
Dave Archambault's National Life Group Experience 2001 - Present
Job Second Vice PresidentAudit Director
Industry Insurance
Experience
National Life Group 2001 - Present
Banknorth Group April 1994 - January 2001
Skills
Risk Management, Financial Services, Insurance, Process Improvement, Leadership, Budgets, Management, Finance, Analysis, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Investments, Mergers & Acquisitions, GAAP, Internal Audit, 401k, Accounting, Strategic Planning, Financial Modeling, Managerial Finance, Financial Risk, Retirement, Mutual Funds, Financial Reporting, Operational Risk..., Cash Management, Risk Assessment, Securities, Auditing, Microsoft Word, Fixed Annuities, Enterprise Risk..., Employee Benefits, Life Insurance
Education
Fairleigh Dickinson University-Metropolitan Campus 1989 — 1991
Bachelor’s Degree, Accounting
Champlain College 1981 — 1983
Associate’s Degree, Business Administration and Management, General
National Life Group 2001 - Present
Banknorth Group April 1994 - January 2001
Skills
Risk Management, Financial Services, Insurance, Process Improvement, Leadership, Budgets, Management, Finance, Analysis, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Investments, Mergers & Acquisitions, GAAP, Internal Audit, 401k, Accounting, Strategic Planning, Financial Modeling, Managerial Finance, Financial Risk, Retirement, Mutual Funds, Financial Reporting, Operational Risk..., Cash Management, Risk Assessment, Securities, Auditing, Microsoft Word, Fixed Annuities, Enterprise Risk..., Employee Benefits, Life Insurance
Education
Fairleigh Dickinson University-Metropolitan Campus 1989 — 1991
Bachelor’s Degree, Accounting
Champlain College 1981 — 1983
Associate’s Degree, Business Administration and Management, General
Noel D. Johnson, MBA's National Life Group Experience February 2010 - May 2010
Job Experienced Marketing Manager and Brand Management Visionary
Industry Marketing and Advertising
Experience
Estee Lauder Group of Companies March 2013 - Present
The Smooth Skin Company April 2011 - February 2013
British Airways - OpenSkies August 2008 - February 2013
Laura Mercier Cosmetics June 2003 - July 2011
British Airways-OpenSkies November 2010 - May 2011
National Life Group February 2010 - May 2010
Black Opal Cosmetics November 2001 - November 2002
Skills
Microsoft Office, Adobe Creative Suite, Social Media Marketing, Marketing, Marketing Strategy, Social Media, Management, Press Releases, Digital Marketing, Facebook, Customer Service, Sales, Strategy, Training, Budgets, Product Development, Google Analytics
Education
Adelphi University 2009 — 2011
Master of Business Administration, Marketing
Georgia State University 2000 — 2002
Bachelor of Arts (B.A.), Broadcast Journalism, 3.2
University of South Alabama 1997 — 1999
Bachelor of Arts, Mass Communications - Journalism
Estee Lauder Group of Companies March 2013 - Present
The Smooth Skin Company April 2011 - February 2013
British Airways - OpenSkies August 2008 - February 2013
Laura Mercier Cosmetics June 2003 - July 2011
British Airways-OpenSkies November 2010 - May 2011
National Life Group February 2010 - May 2010
Black Opal Cosmetics November 2001 - November 2002
Skills
Microsoft Office, Adobe Creative Suite, Social Media Marketing, Marketing, Marketing Strategy, Social Media, Management, Press Releases, Digital Marketing, Facebook, Customer Service, Sales, Strategy, Training, Budgets, Product Development, Google Analytics
Education
Adelphi University 2009 — 2011
Master of Business Administration, Marketing
Georgia State University 2000 — 2002
Bachelor of Arts (B.A.), Broadcast Journalism, 3.2
University of South Alabama 1997 — 1999
Bachelor of Arts, Mass Communications - Journalism
David Junker's National Life Group Experience April 2014 - January 2015
Job Brokerage Operations Trading Team Lead
Industry Financial Services
Experience
Equity Services, Inc. January 2015 - Present
National Life Group April 2014 - January 2015
Equity Services, Inc. November 2013 - April 2014
Equity Services, Inc. May 2013 - November 2013
National Life Group June 2012 - May 2013
Skills
Microsoft Excel, Facebook, Leadership, Investments, Social Networking, Customer Service, Sales, Microsoft Word, Outlook, OnBase, Microsoft Office, QuickBooks, Series 7, series 24, series 53, Financial Analysis, Business Development, Analysis, Data Analysis, Financial Services, Telephone Skills, Time Management, Business Analysis, Series 52
Education
Champlain College 2011 — 2013
Bachelor of Science Business Administration, Business, 3.7
University of Vermont 2009 — 2011
Equity Services, Inc. January 2015 - Present
National Life Group April 2014 - January 2015
Equity Services, Inc. November 2013 - April 2014
Equity Services, Inc. May 2013 - November 2013
National Life Group June 2012 - May 2013
Skills
Microsoft Excel, Facebook, Leadership, Investments, Social Networking, Customer Service, Sales, Microsoft Word, Outlook, OnBase, Microsoft Office, QuickBooks, Series 7, series 24, series 53, Financial Analysis, Business Development, Analysis, Data Analysis, Financial Services, Telephone Skills, Time Management, Business Analysis, Series 52
Education
Champlain College 2011 — 2013
Bachelor of Science Business Administration, Business, 3.7
University of Vermont 2009 — 2011
Stephani Myers's National Life Group Experience August 2002 - Present
Job Customer Relations
Industry Financial Services
Experience
National Life Group August 2002 - Present
Education
Ashford University 2014 — 2016
Master’s Degree, Organizational Communication, General
The University of Texas at Arlington - College of Business Administration 2005 — 2010
Bachelor’s Degree, Business Administration and Management, General
National Life Group August 2002 - Present
Education
Ashford University 2014 — 2016
Master’s Degree, Organizational Communication, General
The University of Texas at Arlington - College of Business Administration 2005 — 2010
Bachelor’s Degree, Business Administration and Management, General
Patrick Ray, CLU® CFP®'s National Life Group Experience January 2014 - Present
Job Key Account Associate at National Life Group
Industry Insurance
Experience
National Life Group January 2014 - Present
National Life Group February 2012 - January 2014
National Agents Alliance January 2011 - February 2012
AAA Texas June 2009 - January 2011
Skills
PowerPoint, Customer Service, Word, Excel, Outlook
Education
The American College 2014 — 2015
Certified Financial Planner
The American College 2013 — 2014
Chartered Life Underwriter
Austin College 2005 — 2009
Bachelor of Business Administration, Business Administration, Religion
National Life Group January 2014 - Present
National Life Group February 2012 - January 2014
National Agents Alliance January 2011 - February 2012
AAA Texas June 2009 - January 2011
Skills
PowerPoint, Customer Service, Word, Excel, Outlook
Education
The American College 2014 — 2015
Certified Financial Planner
The American College 2013 — 2014
Chartered Life Underwriter
Austin College 2005 — 2009
Bachelor of Business Administration, Business Administration, Religion
Martin Goldstein's National Life Group Experience June 2001 - July 2004
Job Life Product Specialist at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America August 2006 - Present
Independant Life Insurance Broker August 2004 - August 2006
National Life Group June 2001 - July 2004
AIG June 1999 - June 2001
Northwestern Mutual May 1987 - May 1999
Education
State University of New York at Binghamton 1972 — 1974
BA, Political Science and Government
The Guardian Life Insurance Company of America August 2006 - Present
Independant Life Insurance Broker August 2004 - August 2006
National Life Group June 2001 - July 2004
AIG June 1999 - June 2001
Northwestern Mutual May 1987 - May 1999
Education
State University of New York at Binghamton 1972 — 1974
BA, Political Science and Government
Michael K Morey's National Life Group Experience June 2015 - Present
Job Director Infrastructure Operations at National Life Group
Industry Government Administration
Experience
National Life Group June 2015 - Present
State of Vermont January 2006 - Present
US Department of Homeland Security January 2003 - January 2006
Weidmann Electrical Technology January 2000 - January 2002
Weidmann Electrical Technology January 1996 - January 1999
Kennametal January 1995 - January 1996
Weidmann Electrical Technology February 1992 - January 1995
Skills
Information Technology, Oracle, Disaster Recovery, Cloud Computing, Requirements Analysis, IT Strategy, SharePoint, Integration, Program Management, Analytics, Enterprise Architecture, Data Warehousing, SDLC, Security, Vendor Management, Active Directory, Virtualization, Enterprise Software, VMware
Education
Champlain College 2006 — 2008
MSIIT, Masters in Information Technology
Lyndon State College 1986 — 1990
BSCS, Computer Science
National Life Group June 2015 - Present
State of Vermont January 2006 - Present
US Department of Homeland Security January 2003 - January 2006
Weidmann Electrical Technology January 2000 - January 2002
Weidmann Electrical Technology January 1996 - January 1999
Kennametal January 1995 - January 1996
Weidmann Electrical Technology February 1992 - January 1995
Skills
Information Technology, Oracle, Disaster Recovery, Cloud Computing, Requirements Analysis, IT Strategy, SharePoint, Integration, Program Management, Analytics, Enterprise Architecture, Data Warehousing, SDLC, Security, Vendor Management, Active Directory, Virtualization, Enterprise Software, VMware
Education
Champlain College 2006 — 2008
MSIIT, Masters in Information Technology
Lyndon State College 1986 — 1990
BSCS, Computer Science
Arthur Heezen's National Life Group Experience September 1995 - April 2013
Job Director, MIS Strategy for FP&A at American General Life Companies
Industry Insurance
Experience
American General Life Companies April 2013 - Present
National Life Group September 1995 - April 2013
Skills
Financial Systems, Financial Systems..., Actuarial Systems, Lawson Software, Business Analysis, Process Improvement, Large Scale Systems..., Budget, Budgets, Large Scale Systems, Vendor Management, ERP, SDLC, Business Intelligence, Business Process..., Sarbanes-Oxley Act, IT Strategy, Risk Management, Requirements Gathering, Analysis, Business Process, Requirements Analysis, Business Objects, Software Project..., Finance, Leadership, Information Technology, Data Warehousing, Integration, Financial Services, Visio, Insurance
Education
University of Virginia 1992 — 1994
MS, Statistics
Christopher Newport University 1988 — 1992
BS, Mathematics
Coursera
Coursera
American General Life Companies April 2013 - Present
National Life Group September 1995 - April 2013
Skills
Financial Systems, Financial Systems..., Actuarial Systems, Lawson Software, Business Analysis, Process Improvement, Large Scale Systems..., Budget, Budgets, Large Scale Systems, Vendor Management, ERP, SDLC, Business Intelligence, Business Process..., Sarbanes-Oxley Act, IT Strategy, Risk Management, Requirements Gathering, Analysis, Business Process, Requirements Analysis, Business Objects, Software Project..., Finance, Leadership, Information Technology, Data Warehousing, Integration, Financial Services, Visio, Insurance
Education
University of Virginia 1992 — 1994
MS, Statistics
Christopher Newport University 1988 — 1992
BS, Mathematics
Coursera
Coursera
Armand LaCount's National Life Group Experience Senior Business AnalystNational Life GroupApril 2011 - Present
Job Senior Business Analyst at National Life Group
Industry Financial Services
Experience
National Life Group Senior Business AnalystNational Life GroupApril 2011 - Present
Vermont Mutual Insurance Group March 2004 - April 2011
National Life Group May 2003 - March 2004
National Life Group February 1998 - May 2003
Skills
Business Analysis, Mutual Funds, Financial Services, SDLC, Requirements Gathering, Securities, Insurance, Business Requirements, Equities, Risk Management, Business Process..., Requirements Analysis, Fixed Annuities, Portfolio Management, Relationship Management, Life Insurance, Analysis, Finance, Visio, Strategic Financial..., User Acceptance Testing, Wealth Management, Project Management, Retirement, Business Process, Financial Modeling, 401k, Investments, Financial Risk, Team Leadership, Fixed Income, Vendor Management, Process Improvement
Education
Champlain College 2005 — 2006
Certificate, Foundations of Network Design, 3.95
CHAMPLAIN COLLEGE 2001 — 2003
Java Programming, 4.0
COMMUNITY COLLEGE OF VERMONT 1998 — 2001
Computer Science, 4.0
National Life Group Senior Business AnalystNational Life GroupApril 2011 - Present
Vermont Mutual Insurance Group March 2004 - April 2011
National Life Group May 2003 - March 2004
National Life Group February 1998 - May 2003
Skills
Business Analysis, Mutual Funds, Financial Services, SDLC, Requirements Gathering, Securities, Insurance, Business Requirements, Equities, Risk Management, Business Process..., Requirements Analysis, Fixed Annuities, Portfolio Management, Relationship Management, Life Insurance, Analysis, Finance, Visio, Strategic Financial..., User Acceptance Testing, Wealth Management, Project Management, Retirement, Business Process, Financial Modeling, 401k, Investments, Financial Risk, Team Leadership, Fixed Income, Vendor Management, Process Improvement
Education
Champlain College 2005 — 2006
Certificate, Foundations of Network Design, 3.95
CHAMPLAIN COLLEGE 2001 — 2003
Java Programming, 4.0
COMMUNITY COLLEGE OF VERMONT 1998 — 2001
Computer Science, 4.0
Elise McConnell's National Life Group Experience April 2014 - Present
Job National Life Group Plan Admin Specialist
Industry Marketing and Advertising
Experience
National Life Group April 2014 - Present
Gilliam Insurance November 2011 - March 2013
Farmers Insurance & Financial Services October 2010 - November 2011
Platinum Career Coaching May 2010 - August 2010
Singenis Corp. May 2008 - August 2008
Skills
Marketing Strategy, Direct Marketing, Direct Mail, Social Media Marketing, Advertising, Sales, Public Relations, Market Research, Customer Service, Social Media, Customer Relations, Event Planning, Microsoft Office, Marketing, Marketing Communications, Insurance, Microsoft Excel, Public Speaking, PowerPoint, Event Management, Social Networking, Team Building, Sales Management, Online Marketing, Fundraising, Communication, Business Development, Strategy, Small Business, Nonprofits, Management, Leadership, Microsoft Word, Media Relations, Integrated Marketing, Office Administration, Email Marketing, Strategic Planning, Editing, Access
Education
Baylor University 2007 — 2010
BBA, Marketing, MIS
Amarillo College 2006 — 2007
National Life Group April 2014 - Present
Gilliam Insurance November 2011 - March 2013
Farmers Insurance & Financial Services October 2010 - November 2011
Platinum Career Coaching May 2010 - August 2010
Singenis Corp. May 2008 - August 2008
Skills
Marketing Strategy, Direct Marketing, Direct Mail, Social Media Marketing, Advertising, Sales, Public Relations, Market Research, Customer Service, Social Media, Customer Relations, Event Planning, Microsoft Office, Marketing, Marketing Communications, Insurance, Microsoft Excel, Public Speaking, PowerPoint, Event Management, Social Networking, Team Building, Sales Management, Online Marketing, Fundraising, Communication, Business Development, Strategy, Small Business, Nonprofits, Management, Leadership, Microsoft Word, Media Relations, Integrated Marketing, Office Administration, Email Marketing, Strategic Planning, Editing, Access
Education
Baylor University 2007 — 2010
BBA, Marketing, MIS
Amarillo College 2006 — 2007
Valerie Hale's National Life Group Experience October 2012 - March 2013
Job Client Relations Representative/National Life Group
Industry Financial Services
Experience
National Life Group October 2012 - March 2013
Penson Financial Services October 2005 - December 2011
Penson Financial Services October 2005 - December 2011
Penson Financial Services 2005 - 2011
Bank of America January 2005 - October 2005
Fidelity Investments February 1996 - August 2004
Skills
Customer Service, Accounts Payable, Accounts Receivable, Banking, Brokerage, Telephone Skills, Computer Literate
Education
Borough of Manhattan Community College
Business Management
Grover Cleveland High School
Co-operative Education student
National Life Group October 2012 - March 2013
Penson Financial Services October 2005 - December 2011
Penson Financial Services October 2005 - December 2011
Penson Financial Services 2005 - 2011
Bank of America January 2005 - October 2005
Fidelity Investments February 1996 - August 2004
Skills
Customer Service, Accounts Payable, Accounts Receivable, Banking, Brokerage, Telephone Skills, Computer Literate
Education
Borough of Manhattan Community College
Business Management
Grover Cleveland High School
Co-operative Education student
Patricia Cote, CPA, ALMI's National Life Group Experience August 2008 - June 2013
Job Senior Financial Reporting Accountant
Industry Financial Services
Experience
National Life Group August 2008 - June 2013
USA Risk Group May 1999 - August 2008
South Burlington School District March 1995 - August 1998
Sullivan Powers & Co CPA December 1989 - January 1995
Skills
Accounting, Financial Analysis, Internal Controls, Financial Accounting, Account Reconciliation, Financial Statements, GAAP, Financial Reporting, Auditing, User Acceptance Testing, Management, Sarbanes-Oxley Act, Internal Audit, US GAAP, Tax, Accounts Receivable, Accounts Payable, Lawson General Ledger, Business Objects
Education
Champlain College 1994 — 1999
Bachelor's degree, Accounting
National Life Group August 2008 - June 2013
USA Risk Group May 1999 - August 2008
South Burlington School District March 1995 - August 1998
Sullivan Powers & Co CPA December 1989 - January 1995
Skills
Accounting, Financial Analysis, Internal Controls, Financial Accounting, Account Reconciliation, Financial Statements, GAAP, Financial Reporting, Auditing, User Acceptance Testing, Management, Sarbanes-Oxley Act, Internal Audit, US GAAP, Tax, Accounts Receivable, Accounts Payable, Lawson General Ledger, Business Objects
Education
Champlain College 1994 — 1999
Bachelor's degree, Accounting
Trudy Marineau's National Life Group Experience 1996 - 2004
Job IT Manager at State of Vermont
Industry Government Administration
Experience
State of Vermont January 2013 - Present
State of Vermont January 2011 - January 2013
State of Vermont November 2004 - December 2011
Keane, Inc (Unit of NTT Data Corporation) May 2004 - November 2004
Keane, Inc (Unit of NTT Data Corporation) February 2004 - May 2004
National Life Group 1996 - 2004
Skills
ERP, Government, Policy, System Administration, Project Management, Business Analysis, Programming, Systems Analysis, Insurance, Management, Project Coordination, Presentations, Team Leadership, Time Management, IT Project Lifecycle, IT Project..., Risk Management, Efficiency..., Testing, User Acceptance Testing, SDLC, Process Improvement
Education
Champlain College 2010 — 2011
Java Programming Certificate, (In Progress), 4.0
Champlain College 1984 — 1986
Associate in Science, Data Processing
LOMA - Life Office Management Association
ACS (Associate in Customer Service)
State of Vermont January 2013 - Present
State of Vermont January 2011 - January 2013
State of Vermont November 2004 - December 2011
Keane, Inc (Unit of NTT Data Corporation) May 2004 - November 2004
Keane, Inc (Unit of NTT Data Corporation) February 2004 - May 2004
National Life Group 1996 - 2004
Skills
ERP, Government, Policy, System Administration, Project Management, Business Analysis, Programming, Systems Analysis, Insurance, Management, Project Coordination, Presentations, Team Leadership, Time Management, IT Project Lifecycle, IT Project..., Risk Management, Efficiency..., Testing, User Acceptance Testing, SDLC, Process Improvement
Education
Champlain College 2010 — 2011
Java Programming Certificate, (In Progress), 4.0
Champlain College 1984 — 1986
Associate in Science, Data Processing
LOMA - Life Office Management Association
ACS (Associate in Customer Service)
Geoffrey Dexter-Goggin's National Life Group Experience September 2013 - March 2014
Job
Industry
Experience
National Life Group September 2013 - March 2014
Green Mountain Harley Davidson May 2012 - August 2012
Education
Champlain College 2010 — 2013
Bachelor's Degree, International Business
National Life Group September 2013 - March 2014
Green Mountain Harley Davidson May 2012 - August 2012
Education
Champlain College 2010 — 2013
Bachelor's Degree, International Business
Vasanth Shanmugam's National Life Group Experience May 2013 - Present
Job SQL BI Developer at Social Interest Solutions
Industry Health, Wellness and Fitness
Experience
National Life Group May 2013 - Present
Social Interest Solutions August 2012 - April 2013
Benesyst, Inc March 2011 - March 2012
Verizon April 2010 - February 2011
Allscripts August 2009 - March 2010
Bill Me Later October 2008 - June 2009
Cygnus Software Pvt. Ltd February 2007 - September 2008
Skills
SSIS, SSRS, SSAS 2008, Microsoft SQL Server, SQL Server Management..., Enterprise Manager, DB2, MS Access 2003, Visual Studio.Net IDE, T-SQL, C#, C++, VB.NET, ASP, Java Script, VBScript
Education
Anna University 2002 — 2006
Bachelor of Engineering inComputer Science and Engineering, Electrical, Electronics and Communications Engineering
National Life Group May 2013 - Present
Social Interest Solutions August 2012 - April 2013
Benesyst, Inc March 2011 - March 2012
Verizon April 2010 - February 2011
Allscripts August 2009 - March 2010
Bill Me Later October 2008 - June 2009
Cygnus Software Pvt. Ltd February 2007 - September 2008
Skills
SSIS, SSRS, SSAS 2008, Microsoft SQL Server, SQL Server Management..., Enterprise Manager, DB2, MS Access 2003, Visual Studio.Net IDE, T-SQL, C#, C++, VB.NET, ASP, Java Script, VBScript
Education
Anna University 2002 — 2006
Bachelor of Engineering inComputer Science and Engineering, Electrical, Electronics and Communications Engineering
Ivy (NYC) Hoang's National Life Group Experience July 2015 - Present
Job Student at City University of New YorkHunter College
Industry
Experience
National Life Group July 2015 - Present
Education
City University of New York-Hunter College 2015 — 2019
National Life Group July 2015 - Present
Education
City University of New York-Hunter College 2015 — 2019
Anne Howland's National Life Group Experience 1995 - 2005
Job Piano Teacher
Industry Music
Experience
National Life Group 1995 - 2005
Skills
COBOLII
Education
Champlain College 1984 — 1986
Associate’s Degree, Computer Programming, Summa Cum Laude
University of Vermont 1976 — 1980
Bachelor’s Degree, Foreign Languages
National Life Group 1995 - 2005
Skills
COBOLII
Education
Champlain College 1984 — 1986
Associate’s Degree, Computer Programming, Summa Cum Laude
University of Vermont 1976 — 1980
Bachelor’s Degree, Foreign Languages
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.