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.
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National Life Group Employees
Employee
Years
Job
Industry
Kelly Gmazel Kelly Gmazel's National Life Group Experience February 2012 - November 2012
Job Marketing Leadership
Industry Marketing and Advertising
Experience
Spectrum Health November 2013 - Present
Hansen Collision November 2012 - May 2013
National Life Group February 2012 - November 2012
Hastings Mutual Insurance Company February 2010 - February 2012
Accident Fund Insurance Company of America September 2003 - February 2010
Lansing Regional Chamber of Commerce 2001 - 2003
Greater Lansing Convention & Visitors Bureau 1999 - 2001
Skills
Social Media Marketing, Strategic Marketing..., Brand Development, Social Media, Strategic Planning, Budget, Management, Change Management, Public Speaking, Budgets, Public Relations, Marketing Strategy, Advertising, Marketing Communications, Newsletters, Marketing, Integrated Marketing, Corporate Communications, Insurance, Event Planning, Time Management, Community Outreach, Media Relations, Leadership, Strategic Partnerships, Strategy, B2B, Sales, Program Management, Lead Generation, Project Planning, Team Management, Small Business, Market Planning, Team Building, Account Management, Training, Social Networking, Event Management, Team Leadership, B2B Marketing, New Business Development, Email Marketing, Business Development, Online Marketing, Direct Marketing, Product Marketing, Negotiation, Salesforce.com, Coaching
Education
University of Phoenix 2001 — 2003
Global Marketing Management MBA, Global management, marketing
Davenport University 1995 — 1997
Marketing, Global Marketing and Business
Waverly High School 1984 — 1987
Diploma: college prep
Spectrum Health November 2013 - Present
Hansen Collision November 2012 - May 2013
National Life Group February 2012 - November 2012
Hastings Mutual Insurance Company February 2010 - February 2012
Accident Fund Insurance Company of America September 2003 - February 2010
Lansing Regional Chamber of Commerce 2001 - 2003
Greater Lansing Convention & Visitors Bureau 1999 - 2001
Skills
Social Media Marketing, Strategic Marketing..., Brand Development, Social Media, Strategic Planning, Budget, Management, Change Management, Public Speaking, Budgets, Public Relations, Marketing Strategy, Advertising, Marketing Communications, Newsletters, Marketing, Integrated Marketing, Corporate Communications, Insurance, Event Planning, Time Management, Community Outreach, Media Relations, Leadership, Strategic Partnerships, Strategy, B2B, Sales, Program Management, Lead Generation, Project Planning, Team Management, Small Business, Market Planning, Team Building, Account Management, Training, Social Networking, Event Management, Team Leadership, B2B Marketing, New Business Development, Email Marketing, Business Development, Online Marketing, Direct Marketing, Product Marketing, Negotiation, Salesforce.com, Coaching
Education
University of Phoenix 2001 — 2003
Global Marketing Management MBA, Global management, marketing
Davenport University 1995 — 1997
Marketing, Global Marketing and Business
Waverly High School 1984 — 1987
Diploma: college prep
Theodore Casey Theodore Casey's National Life Group Experience May 2014 - August 2014
Job Senior Funding Specialist
Industry Financial Services
Experience
Berkman Financial StudentHobart and William Smith CollegesAugust 2010 - May 2015
National Life Group May 2014 - August 2014
Princeton University June 2010 - January 2014
J. Mclaughlin April 2013 - August 2013
Skills
Public Speaking, Social Media, Facebook, Event Planning, Community Outreach, Funnel Optimization, Research, Fundraising, PowerPoint, Leadership, Political Science, Social Networking, Editing, Microsoft Office, SPSS, Alternative Investments, Investments
Education
Hobart and William Smith Colleges 2010 — 2014
Bachelor of Science (B.S.), Political Science
Princeton Day School 1998 — 2010
Berkman Financial StudentHobart and William Smith CollegesAugust 2010 - May 2015
National Life Group May 2014 - August 2014
Princeton University June 2010 - January 2014
J. Mclaughlin April 2013 - August 2013
Skills
Public Speaking, Social Media, Facebook, Event Planning, Community Outreach, Funnel Optimization, Research, Fundraising, PowerPoint, Leadership, Political Science, Social Networking, Editing, Microsoft Office, SPSS, Alternative Investments, Investments
Education
Hobart and William Smith Colleges 2010 — 2014
Bachelor of Science (B.S.), Political Science
Princeton Day School 1998 — 2010
Laurie Saxton Laurie Saxton's National Life Group Experience 1998 - 2000
Job 20+ years of marketing and communications experience | Helping employers elevate their profiles and engage audiences
Industry Higher Education
Experience
University of the South July 2008 - Present
City of Asheville, NC August 2004 - July 2008
Carolinas Center for Hospice and End of Life Care 2001 - 2003
National Life Group 1998 - 2000
PennCorp Financial, Inc. 1992 - 1998
Liberty Life Insurance 1985 - 1989
Skills
Media Relations, Public Relations, Marketing Communications, Strategic Communications, Nonprofits, Communications, Editing, Publishing, Press Releases, Crisis Communications, Copy Editing, Marketing, Web Content Strategy, Communications Planning, Grant Writing, Event Planning, Internal Communications
Education
Sewanee-The University of the South
Bachelor of Arts (B.A.), Economics
Duke University 2002 — 2004
Certificate, Nonprofit Management
University of the South July 2008 - Present
City of Asheville, NC August 2004 - July 2008
Carolinas Center for Hospice and End of Life Care 2001 - 2003
National Life Group 1998 - 2000
PennCorp Financial, Inc. 1992 - 1998
Liberty Life Insurance 1985 - 1989
Skills
Media Relations, Public Relations, Marketing Communications, Strategic Communications, Nonprofits, Communications, Editing, Publishing, Press Releases, Crisis Communications, Copy Editing, Marketing, Web Content Strategy, Communications Planning, Grant Writing, Event Planning, Internal Communications
Education
Sewanee-The University of the South
Bachelor of Arts (B.A.), Economics
Duke University 2002 — 2004
Certificate, Nonprofit Management
Edick Lucas, CFP®, CLU®, ChFC® Edick Lucas, CFP®, CLU®, ChFC®'s National Life Group Experience March 2000 - May 2001
Job President, Concierge Financial Planning Group
Industry Financial Services
Experience
Lincoln Financial Securities March 2014 - Present
Lincoln Financial Advisors May 2013 - February 2014
Baystate Financial Services May 2012 - April 2013
New England Securities & Baystate Wealth Management May 2012 - April 2013
Penn Mutual January 2012 - April 2012
Penn Mutual September 2006 - April 2012
Penn Mutual June 2004 - August 2006
1st Global Capital Corporation, Dallas, TX May 2001 - June 2004
National Life Group March 2000 - May 2001
MetLife March 1997 - March 2000
Skills
Strategic Financial..., Life Insurance, Wealth Management, Estate Planning, Retirement Planning, Disability Insurance, Financial Advisory, Financial Services, Term Life Insurance, Long-term Care, Mutual Funds, Disability Income..., Fixed Annuities
Education
College for Financial Planning 1996 — 1998
CFP, Financial Planning
The American College 1991 — 1994
CLU/ChFC, Insurance and Financial Services
Miami Dade College
Accounting / Finance
Lincoln Financial Securities March 2014 - Present
Lincoln Financial Advisors May 2013 - February 2014
Baystate Financial Services May 2012 - April 2013
New England Securities & Baystate Wealth Management May 2012 - April 2013
Penn Mutual January 2012 - April 2012
Penn Mutual September 2006 - April 2012
Penn Mutual June 2004 - August 2006
1st Global Capital Corporation, Dallas, TX May 2001 - June 2004
National Life Group March 2000 - May 2001
MetLife March 1997 - March 2000
Skills
Strategic Financial..., Life Insurance, Wealth Management, Estate Planning, Retirement Planning, Disability Insurance, Financial Advisory, Financial Services, Term Life Insurance, Long-term Care, Mutual Funds, Disability Income..., Fixed Annuities
Education
College for Financial Planning 1996 — 1998
CFP, Financial Planning
The American College 1991 — 1994
CLU/ChFC, Insurance and Financial Services
Miami Dade College
Accounting / Finance
Joe Cordero Joe Cordero's National Life Group Experience December 2013 - Present
Job Experienced Salesperson, Manager, and Financial Representative. Allow me to lend a helping hand.
Industry Banking
Experience
National Life Group December 2013 - Present
Rockwell Securities July 2012 - October 2012
Unity Financial February 2012 - April 2012
vFinance October 2011 - February 2012
John Thomas Financial May 2011 - October 2011
Skills
Investments, Series 63, Finance, Equities, Options, Trading, Securities, Series 7, Venture Capital, Private Equity, Writing, Social Networking, Investment Advisory, Mutual Funds, Alternative Investments, Equity Trading, Investment Strategies, Investment Banking, Languages, Sales Management, Financial Management, Business Networking, Professional Networking, Sales Skills Training, Sales Effectiveness, Wealth Management, Portfolio Management, Fixed Income, Leadership, Financial Markets, Bonds, Due Diligence, Cold Calling, Financial Advisory, Lead Generation, Investment Management, FINRA, Financial Services, Insurance, Wealth Management..., Emerging Markets, ETFs, Retirement, Life & Health Insurance..., Life Insurance, Annuity Sales, Variable Annuities, Accident Insurance, Capital Accumulation, Retirement Planning
Education
Everest College-Phoenix 2009 — 2011
Associate of Arts and Sciences (AAS), Criminal Justice/Police Science
Cuny college of Staten Island 2003 — 2006
Associate of Science (AS), Biochemistry
National Life Group December 2013 - Present
Rockwell Securities July 2012 - October 2012
Unity Financial February 2012 - April 2012
vFinance October 2011 - February 2012
John Thomas Financial May 2011 - October 2011
Skills
Investments, Series 63, Finance, Equities, Options, Trading, Securities, Series 7, Venture Capital, Private Equity, Writing, Social Networking, Investment Advisory, Mutual Funds, Alternative Investments, Equity Trading, Investment Strategies, Investment Banking, Languages, Sales Management, Financial Management, Business Networking, Professional Networking, Sales Skills Training, Sales Effectiveness, Wealth Management, Portfolio Management, Fixed Income, Leadership, Financial Markets, Bonds, Due Diligence, Cold Calling, Financial Advisory, Lead Generation, Investment Management, FINRA, Financial Services, Insurance, Wealth Management..., Emerging Markets, ETFs, Retirement, Life & Health Insurance..., Life Insurance, Annuity Sales, Variable Annuities, Accident Insurance, Capital Accumulation, Retirement Planning
Education
Everest College-Phoenix 2009 — 2011
Associate of Arts and Sciences (AAS), Criminal Justice/Police Science
Cuny college of Staten Island 2003 — 2006
Associate of Science (AS), Biochemistry
Sarajean Shepardson Sarajean Shepardson's National Life Group Experience June 2015 - Present
Job New Business Policy Support Technician at National Life Group
Industry Financial Services
Experience
National Life Group June 2015 - Present
Equity Services, Inc. October 2014 - May 2015
Center for Technology Essex August 2001 - October 2014
MinuteMan Press January 1998 - August 2001
Village Press August 1984 - July 1995
Skills
Pre-press, Mac, Microsoft Office, Adobe Creative Suite, Office Administration, Customer Service, Computer Proficiency, PC, QuickBooks, Bookkeeping, Printers, Indesign, Photoshop, Illustrator, Graphic Design, Adobe Acrobat, Print Production, Pre-Press Graphic Design, Data Management, Records Management, Information Technology, Troubleshooting, Ballroom Dance, Teaching
Education
Trinity College of Vermont
Associate's degree, Business Management, 3.665 Cum Laude
Johnson State College
+40, Professional Studies, 3.9
National Life Group June 2015 - Present
Equity Services, Inc. October 2014 - May 2015
Center for Technology Essex August 2001 - October 2014
MinuteMan Press January 1998 - August 2001
Village Press August 1984 - July 1995
Skills
Pre-press, Mac, Microsoft Office, Adobe Creative Suite, Office Administration, Customer Service, Computer Proficiency, PC, QuickBooks, Bookkeeping, Printers, Indesign, Photoshop, Illustrator, Graphic Design, Adobe Acrobat, Print Production, Pre-Press Graphic Design, Data Management, Records Management, Information Technology, Troubleshooting, Ballroom Dance, Teaching
Education
Trinity College of Vermont
Associate's degree, Business Management, 3.665 Cum Laude
Johnson State College
+40, Professional Studies, 3.9
Christopher Light Christopher Light's National Life Group Experience 2009 - Present
Job Marketing VP at The Producers Network
Industry Insurance
Experience
National Life Group 2009 - Present
Symetra Financial 2007 - Present
American Fraternal Alliance 2007 - Present
NBCNM 2005 - Present
Protective Life 1999 - Present
The Producers Network August 1998 - Present
Skills
Fixed Annuities, Long-term Care, Marketing, Life Insurance, Disability Insurance, Insurance, 401k, Retirement Planning, Term Life Insurance, Underwriting, New Business Development, Health Insurance, Small Business, Annuity, Long Term Care, Accident, Annuities, Brokers, Accidental, RLT, Revocable Living..., Irrevocable Life..., Retirement, Sales, Universal Life, Long Term Care Insurance, IRAs, Whole Life
Education
Next Generation University 2005 — 2007
B A, Brokerage Agency Management
Alan B Shepard
Elmhurst College
BA, Business Admin
Moraine Valley Community College
National Life Group 2009 - Present
Symetra Financial 2007 - Present
American Fraternal Alliance 2007 - Present
NBCNM 2005 - Present
Protective Life 1999 - Present
The Producers Network August 1998 - Present
Skills
Fixed Annuities, Long-term Care, Marketing, Life Insurance, Disability Insurance, Insurance, 401k, Retirement Planning, Term Life Insurance, Underwriting, New Business Development, Health Insurance, Small Business, Annuity, Long Term Care, Accident, Annuities, Brokers, Accidental, RLT, Revocable Living..., Irrevocable Life..., Retirement, Sales, Universal Life, Long Term Care Insurance, IRAs, Whole Life
Education
Next Generation University 2005 — 2007
B A, Brokerage Agency Management
Alan B Shepard
Elmhurst College
BA, Business Admin
Moraine Valley Community College
Leslie Fitting Leslie Fitting's National Life Group Experience January 2015 - Present
Job Agent at National Life Group
Industry Insurance
Experience
National Life Group January 2015 - Present
New York Life Insurance Company December 2013 - December 2014
WCBS Radio November 2010 - October 2013
Turner Broadcasting 1993 - 2003
Skills
Sales, Marketing, Direct Sales, Selling, People Skills, Account Management, New Business Development, Public Relations, Marketing Strategy, Lead Generation, B2B, Entrepreneurship, Strategic Partnerships, Strategy, Brand Management, Creative Direction, Relationship Marketing
Education
George Washington University
Bachelor's Degree, English
Hofstra University
B.A., English, Education
National Life Group January 2015 - Present
New York Life Insurance Company December 2013 - December 2014
WCBS Radio November 2010 - October 2013
Turner Broadcasting 1993 - 2003
Skills
Sales, Marketing, Direct Sales, Selling, People Skills, Account Management, New Business Development, Public Relations, Marketing Strategy, Lead Generation, B2B, Entrepreneurship, Strategic Partnerships, Strategy, Brand Management, Creative Direction, Relationship Marketing
Education
George Washington University
Bachelor's Degree, English
Hofstra University
B.A., English, Education
Isabel Fay's National Life Group Experience January 2014 - September 2014
Job Actuarial Consulting at EY
Industry Financial Services
Experience
Myspot, LLC August 2015 - Present
EY October 2014 - Present
National Life Group January 2014 - September 2014
National Life Group June 2010 - December 2013
Skills
Microsoft Excel, Life Insurance, Insurance, Valuation, Financial Risk, Actuarial Science, Risk Management, Term Life Insurance, VBA, Investments, Financial Modeling, Statistics, Financial Analysis, Economics
Education
Cornell University 2006 — 2010
Bachelor of Science (BS), Economics
Bancroft School 1999 — 2006
Myspot, LLC August 2015 - Present
EY October 2014 - Present
National Life Group January 2014 - September 2014
National Life Group June 2010 - December 2013
Skills
Microsoft Excel, Life Insurance, Insurance, Valuation, Financial Risk, Actuarial Science, Risk Management, Term Life Insurance, VBA, Investments, Financial Modeling, Statistics, Financial Analysis, Economics
Education
Cornell University 2006 — 2010
Bachelor of Science (BS), Economics
Bancroft School 1999 — 2006
Jai Bhatraju Jai Bhatraju's National Life Group Experience 2009 - 2011
Job Senior BI Analyst at HotChalk, Inc.
Industry Information Technology and Services
Experience
HotChalk, Inc. November 2014 - Present
National Life Group 2009 - 2011
Bartronics America Inc. 2008 - 2011
Triad Financial Services, Inc. August 2008 - May 2009
Skills
Business Intelligence, SSIS, Data Warehousing, SSRS, SQL, Microsoft SQL Server, ETL, SDLC, Integration, Data Modeling, Requirements Gathering, PL/SQL, Crystal Reports, Data Analysis, Business Analysis, C#, Big Data, Apache Pig, Hive, MapReduce, Business Objects, Tableau, Talend Open Studio
Education
Jawaharlal Nehru Technological University
B-Tech, Computer Science
San Jose State University
Master's Degree, Computer Science
St.Anthonys High School
HotChalk, Inc. November 2014 - Present
National Life Group 2009 - 2011
Bartronics America Inc. 2008 - 2011
Triad Financial Services, Inc. August 2008 - May 2009
Skills
Business Intelligence, SSIS, Data Warehousing, SSRS, SQL, Microsoft SQL Server, ETL, SDLC, Integration, Data Modeling, Requirements Gathering, PL/SQL, Crystal Reports, Data Analysis, Business Analysis, C#, Big Data, Apache Pig, Hive, MapReduce, Business Objects, Tableau, Talend Open Studio
Education
Jawaharlal Nehru Technological University
B-Tech, Computer Science
San Jose State University
Master's Degree, Computer Science
St.Anthonys High School
Joseph Ohene Joseph Ohene's National Life Group Experience September 2010 - June 2012
Job Wealth Manager at TD Bank
Industry Banking
Experience
TD Bank July 2012 - August 2013
National Life Group September 2010 - June 2012
Skills
Microsoft Excel, Asset Managment, Risk Management, Data Analysis, Fixed Annuities, Corporate Finance, Analysis, Investments, Microsoft Office, Financial Analysis, Business Strategy, Financial Modeling, Management
Education
Dowling College 2010 — 2012
Master's degree, Business Administration and Management, General
Kwame Nkrumah' University of Science and Technology, Kumasi 2004 — 2008
Bachelor's degree, Policy Planning.
TD Bank July 2012 - August 2013
National Life Group September 2010 - June 2012
Skills
Microsoft Excel, Asset Managment, Risk Management, Data Analysis, Fixed Annuities, Corporate Finance, Analysis, Investments, Microsoft Office, Financial Analysis, Business Strategy, Financial Modeling, Management
Education
Dowling College 2010 — 2012
Master's degree, Business Administration and Management, General
Kwame Nkrumah' University of Science and Technology, Kumasi 2004 — 2008
Bachelor's degree, Policy Planning.
Lynzie C. Smith, MBA Lynzie C. Smith, MBA's National Life Group Experience August 2014 - December 2014
Job Project Manager
Industry Financial Services
Experience
National Life Group August 2014 - December 2014
Dickey's Barbecue Pit March 2013 - July 2014
Diebold February 2012 - March 2013
Energy Future Holdings May 2011 - August 2011
Neiman Marcus September 2007 - June 2010
Deloitte 2004 - 2006
Skills
Data Analysis, Leadership, Negotiation, Human Resources, Competitive Analysis, Process Improvement, Inventory Management, Vendor Management, Performance Management, Budgets, Microsoft Excel, Project Management, Project Planning, Strategic Planning, Customer Service, Training, Analysis, Customer Satisfaction, Forecasting, Management, Microsoft Office
Education
University of North Texas 2010 — 2011
MBA, Strategic Management
Clark Atlanta University 2003 — 2007
BA, Accounting
National Life Group August 2014 - December 2014
Dickey's Barbecue Pit March 2013 - July 2014
Diebold February 2012 - March 2013
Energy Future Holdings May 2011 - August 2011
Neiman Marcus September 2007 - June 2010
Deloitte 2004 - 2006
Skills
Data Analysis, Leadership, Negotiation, Human Resources, Competitive Analysis, Process Improvement, Inventory Management, Vendor Management, Performance Management, Budgets, Microsoft Excel, Project Management, Project Planning, Strategic Planning, Customer Service, Training, Analysis, Customer Satisfaction, Forecasting, Management, Microsoft Office
Education
University of North Texas 2010 — 2011
MBA, Strategic Management
Clark Atlanta University 2003 — 2007
BA, Accounting
Mallorie Lyford Mallorie Lyford's National Life Group Experience August 2013 - Present
Job Electronic Funds Transfer Representative at National Life Group
Industry Insurance
Experience
National Life Group August 2013 - Present
Quarry Grill and Tavern May 2012 - September 2014
National Life Group May 2013 - August 2013
Keene State College May 2012 - May 2013
Keene State College January 2011 - May 2013
National Life Group June 2011 - August 2011
Skills
Nutrition, Leadership, Communication Skills, Creative Problem Solving, Works well in a team, Works well individually, Team Leadership, Creativity, Publicity, Social Networking, Mathematics, Microsoft Excel, PowerPoint, Interpersonal..., Microsoft Word, Microsoft Office, Apple, Mobile Devices, Social Media, Organization, Health Sciences, Community Outreach, Data Entry
Education
Keene State College 2009 — 2013
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
National Life Group August 2013 - Present
Quarry Grill and Tavern May 2012 - September 2014
National Life Group May 2013 - August 2013
Keene State College May 2012 - May 2013
Keene State College January 2011 - May 2013
National Life Group June 2011 - August 2011
Skills
Nutrition, Leadership, Communication Skills, Creative Problem Solving, Works well in a team, Works well individually, Team Leadership, Creativity, Publicity, Social Networking, Mathematics, Microsoft Excel, PowerPoint, Interpersonal..., Microsoft Word, Microsoft Office, Apple, Mobile Devices, Social Media, Organization, Health Sciences, Community Outreach, Data Entry
Education
Keene State College 2009 — 2013
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
Leah Forbes Leah Forbes's National Life Group Experience June 2015 - August 2015
Job Student at Goucher College
Industry Financial Services
Experience
National Life Group June 2015 - August 2015
Goucher College August 2014 - May 2015
National Life Group June 2014 - August 2014
Dazzle Cake Company July 2013 - August 2013
Skills
Internal Controls, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Public Speaking, Social Media, Teamwork, Time Management, Facebook, Editing, Social Networking
Education
Goucher College 2013 — 2017
Bachelor of Arts (BA), Business Management and Economics
The Sharon Academy 2009 — 2013
High School
National Life Group June 2015 - August 2015
Goucher College August 2014 - May 2015
National Life Group June 2014 - August 2014
Dazzle Cake Company July 2013 - August 2013
Skills
Internal Controls, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Public Speaking, Social Media, Teamwork, Time Management, Facebook, Editing, Social Networking
Education
Goucher College 2013 — 2017
Bachelor of Arts (BA), Business Management and Economics
The Sharon Academy 2009 — 2013
High School
Lena Ruofan Li Lena Ruofan 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
New York Life Insurance Company November 2014 - December 2014
New York Life Insurance Company May 2014 - August 2014
Urban Green Energy March 2014 - May 2014
Columbia University January 2013 - December 2013
Munich Re October 2011 - December 2011
China Life Insurance Co.Ltd February 2011 - March 2011
Skills
Actuarial Science, R, Statistics, Data Analysis, Microsoft Excel, VBA, SPSS, SAS, Research, Prophet
Education
Columbia University in the City of New York 2012 — 2014
Master of Science (M.S.), Actuarial Science
Renmin University of China 2008 — 2012
Bachelor's degree, Statistics
High School
National Life Group January 2015 - Present
New York Life Insurance Company November 2014 - December 2014
New York Life Insurance Company May 2014 - August 2014
Urban Green Energy March 2014 - May 2014
Columbia University January 2013 - December 2013
Munich Re October 2011 - December 2011
China Life Insurance Co.Ltd February 2011 - March 2011
Skills
Actuarial Science, R, Statistics, Data Analysis, Microsoft Excel, VBA, SPSS, SAS, Research, Prophet
Education
Columbia University in the City of New York 2012 — 2014
Master of Science (M.S.), Actuarial Science
Renmin University of China 2008 — 2012
Bachelor's degree, Statistics
High School
Nanfa Chittisane Nanfa Chittisane's National Life Group Experience November 2014 - Present
Job Agent at National Life Group
Industry Health, Wellness and Fitness
Experience
National Life Group November 2014 - Present
Team Beachbody September 2014 - Present
EBW Electronics March 2014 - August 2014
Pathways, MI January 2013 - May 2013
Acrofab, Inc May 2012 - June 2012
Muskegon Community College September 2008 - December 2008
Skills
Fitness, Fitness Training, Exercise Physiology, Exercise Prescription, Wellness Coaching, Teaching, Microsoft Office, Community Outreach, Weight Training, Weight Management, Nutrition Education, Nutritional Counseling, Sports Nutrition, Health Promotion, Strength Training, Strength & Conditioning, P90X, Peer Mentoring, Youth Mentoring, Microsoft Word, Microsoft Excel, Adobe Acrobat, Computer Proficiency, Volunteering, Proficient Typing Skills, Coaching, Lifestyle Coaching, Customer Service, Public Speaking, Event Planning, Leadership, Social Media, Time Management
Education
Grand Valley State University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
National Life Group November 2014 - Present
Team Beachbody September 2014 - Present
EBW Electronics March 2014 - August 2014
Pathways, MI January 2013 - May 2013
Acrofab, Inc May 2012 - June 2012
Muskegon Community College September 2008 - December 2008
Skills
Fitness, Fitness Training, Exercise Physiology, Exercise Prescription, Wellness Coaching, Teaching, Microsoft Office, Community Outreach, Weight Training, Weight Management, Nutrition Education, Nutritional Counseling, Sports Nutrition, Health Promotion, Strength Training, Strength & Conditioning, P90X, Peer Mentoring, Youth Mentoring, Microsoft Word, Microsoft Excel, Adobe Acrobat, Computer Proficiency, Volunteering, Proficient Typing Skills, Coaching, Lifestyle Coaching, Customer Service, Public Speaking, Event Planning, Leadership, Social Media, Time Management
Education
Grand Valley State University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Fred Campbell-Mohn Fred Campbell-Mohn's National Life Group Experience April 1993 - May 2007
Job Tax Managing Director at KPMG
Industry Accounting
Experience
KPMG US June 2007 - Present
National Life Group April 1993 - May 2007
Internal Revenue Service April 1987 - March 1993
Skills
Project Management, Strategic Planning, Internal Controls, Sarbanes-Oxley Act, SEC filings, Auditing, Sarbanes-Oxley, Accounting, Financial Reporting, Tax, Internal Audit, Financial Analysis, Enterprise Risk..., Financial Accounting, Strategic Financial..., Financial Modeling, Risk Management, US GAAP
Education
University of Vermont 2001 — 2006
MBA
Georgetown University Law Center 1989 — 1992
LLM (Tax), Tax
University of Michigan Law School 1984 — 1986
JD
Northwestern University 1980 — 1983
BA, Mathematical Methods in the Social Sciences / Psychology
KPMG US June 2007 - Present
National Life Group April 1993 - May 2007
Internal Revenue Service April 1987 - March 1993
Skills
Project Management, Strategic Planning, Internal Controls, Sarbanes-Oxley Act, SEC filings, Auditing, Sarbanes-Oxley, Accounting, Financial Reporting, Tax, Internal Audit, Financial Analysis, Enterprise Risk..., Financial Accounting, Strategic Financial..., Financial Modeling, Risk Management, US GAAP
Education
University of Vermont 2001 — 2006
MBA
Georgetown University Law Center 1989 — 1992
LLM (Tax), Tax
University of Michigan Law School 1984 — 1986
JD
Northwestern University 1980 — 1983
BA, Mathematical Methods in the Social Sciences / Psychology
Jessica Strong Jessica Strong's National Life Group Experience January 2000 - December 2004
Job Owner at The Wearing Glass
Industry Luxury Goods & Jewelry
Experience
People's United Bank September 2013 - Present
The Wearing Glass February 2009 - Present
County Plumbing & Heating January 2007 - April 2013
People's United Bank December 2004 - December 2008
National Life Group January 2000 - December 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Outlook, Research, Access, Data Entry, Social Media, Budgets, Accounts Receivable, Social Networking
Education
Johnson State College 2008 — 2014
Spaulding High School 1993 — 1996
People's United Bank September 2013 - Present
The Wearing Glass February 2009 - Present
County Plumbing & Heating January 2007 - April 2013
People's United Bank December 2004 - December 2008
National Life Group January 2000 - December 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Outlook, Research, Access, Data Entry, Social Media, Budgets, Accounts Receivable, Social Networking
Education
Johnson State College 2008 — 2014
Spaulding High School 1993 — 1996
Bryan Pritchard Bryan Pritchard's National Life Group Experience January 2015 - Present
Job Qualified Plan Marketing Associate at National Life Group
Industry Financial Services
Experience
National Life Group January 2015 - Present
National Life Group October 2012 - December 2014
Stowe Mountain Resort August 2011 - October 2012
Stowe Mountain Resort December 2008 - January 2009
Skills
Customer Service, Sales, Insurance, Salesforce.com, Marketing, Training, Team Building, Retirement Planning, Account Management, Microsoft Office, Public Speaking, Qualified Retirement...
Education
Johnson State College 2009 — 2012
Bachelor of Arts (B.A.), Business Management
Syracuse University (L.C. Smith College of
Mechanical Engineer Curriculum, Engineering and Computer Science
National Life Group January 2015 - Present
National Life Group October 2012 - December 2014
Stowe Mountain Resort August 2011 - October 2012
Stowe Mountain Resort December 2008 - January 2009
Skills
Customer Service, Sales, Insurance, Salesforce.com, Marketing, Training, Team Building, Retirement Planning, Account Management, Microsoft Office, Public Speaking, Qualified Retirement...
Education
Johnson State College 2009 — 2012
Bachelor of Arts (B.A.), Business Management
Syracuse University (L.C. Smith College of
Mechanical Engineer Curriculum, Engineering and Computer Science
Colin Mingzhou Shan Colin Mingzhou Shan's National Life Group Experience February 2015 - Present
Job Capital Markets Risk Analyst at National Life Group
Industry Financial Services
Experience
National Life Group February 2015 - Present
UGE October 2014 - December 2014
CR Bard August 2014 - August 2014
Sino-US United MetLife Insurance Company Limited June 2014 - August 2014
GF Securities July 2012 - September 2012
GF Securities June 2011 - August 2011
Skills
Data Analysis, Financial Analysis, Microsoft Office, Matlab, PowerPoint, Bloomberg, Excel, Word, Accounting, Economics, R, Microsoft Excel, Finance, Investments, Analysis, Corporate Finance, Microsoft Word, SQL, Numerix
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Actuarial Science
University of Washington 2009 — 2013
Bachelor of Science (BS), Economics and Applied Math
Fountain Valley School of Colorado 2007 — 2009
High School
National Life Group February 2015 - Present
UGE October 2014 - December 2014
CR Bard August 2014 - August 2014
Sino-US United MetLife Insurance Company Limited June 2014 - August 2014
GF Securities July 2012 - September 2012
GF Securities June 2011 - August 2011
Skills
Data Analysis, Financial Analysis, Microsoft Office, Matlab, PowerPoint, Bloomberg, Excel, Word, Accounting, Economics, R, Microsoft Excel, Finance, Investments, Analysis, Corporate Finance, Microsoft Word, SQL, Numerix
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Actuarial Science
University of Washington 2009 — 2013
Bachelor of Science (BS), Economics and Applied Math
Fountain Valley School of Colorado 2007 — 2009
High School
Bob Alban Bob Alban's National Life Group Experience October 2008 - January 2012
Job Principal at Montshire Advisors
Industry Insurance
Experience
Montshire Advisors January 2012 - Present
National Life Group October 2008 - January 2012
Sentry Insurance August 2007 - September 2008
GXS Inc (Formerly GE Information Systems) March 2005 - April 2007
ITOCHU Inc April 2002 - February 2005
Westinghouse 1995 - 1999
Skills
Financial Modeling, Investments, Due Diligence, Risk Management, Strategy, Corporate Finance, Series 7, Insurance, Mergers, Finance, Equities, Corporate Development, Investment Banking, Financial Risk, Uniform Combined State..., Program Management, Business Strategy, Portfolio Management, Valuation, Financial Analysis, Business Development, Strategic Planning, Leadership, Securities, Fixed Income, Hedge Funds, Private Equity, Mutual Funds, Alternative Investments, Strategic Financial..., Financial Services, Capital Markets, Financial Structuring, Life Insurance, Investment Strategies, Relationship Management, New Business Development, Analysis, Executive Management, Negotiation, Reinsurance, Asset Managment, Wealth Management, Joint Ventures, Business Planning, Business Analysis, M&A experience, Management Consulting, Banking, Indexed Annuities
Education
Georgetown University 1999 — 2001
MBA
Georgetown University - The McDonough School of Business 1999 — 2001
MBA
University of California, Los Angeles 1995 — 1995
Chinese Language
West Virginia University 1991 — 1995
BS, Mechanical Engineering
University of Hertfordshire 1993 — 1994
Engineering
Montshire Advisors January 2012 - Present
National Life Group October 2008 - January 2012
Sentry Insurance August 2007 - September 2008
GXS Inc (Formerly GE Information Systems) March 2005 - April 2007
ITOCHU Inc April 2002 - February 2005
Westinghouse 1995 - 1999
Skills
Financial Modeling, Investments, Due Diligence, Risk Management, Strategy, Corporate Finance, Series 7, Insurance, Mergers, Finance, Equities, Corporate Development, Investment Banking, Financial Risk, Uniform Combined State..., Program Management, Business Strategy, Portfolio Management, Valuation, Financial Analysis, Business Development, Strategic Planning, Leadership, Securities, Fixed Income, Hedge Funds, Private Equity, Mutual Funds, Alternative Investments, Strategic Financial..., Financial Services, Capital Markets, Financial Structuring, Life Insurance, Investment Strategies, Relationship Management, New Business Development, Analysis, Executive Management, Negotiation, Reinsurance, Asset Managment, Wealth Management, Joint Ventures, Business Planning, Business Analysis, M&A experience, Management Consulting, Banking, Indexed Annuities
Education
Georgetown University 1999 — 2001
MBA
Georgetown University - The McDonough School of Business 1999 — 2001
MBA
University of California, Los Angeles 1995 — 1995
Chinese Language
West Virginia University 1991 — 1995
BS, Mechanical Engineering
University of Hertfordshire 1993 — 1994
Engineering
Brian Bristow MBA, AIF Brian Bristow MBA, AIF's National Life Group Experience 2005 - 2009
Job Business Development.
Industry Financial Services
Experience
M Financial Group August 2009 - July 2015
National Life Group 2005 - 2009
Sentinel Investments 2001 - 2005
Skills
Series 7, Series 24, Series 65, Series 63
Education
University of Phoenix 2004 — 2006
MBA, Marketing, 3.72
DePaul University 1987 — 1991
Bachelor's degree, Psychology, 3.5
M Financial Group August 2009 - July 2015
National Life Group 2005 - 2009
Sentinel Investments 2001 - 2005
Skills
Series 7, Series 24, Series 65, Series 63
Education
University of Phoenix 2004 — 2006
MBA, Marketing, 3.72
DePaul University 1987 — 1991
Bachelor's degree, Psychology, 3.5
Adria Halstead-Johnson's National Life Group Experience September 2015 - Present
Job Express Underwriter at National Life Group
Industry Insurance
Experience
National Life Group September 2015 - Present
Green Mountain Curlies, Inc. January 2001 - Present
National Life of Vermont March 2013 - September 2015
Red Quill January 2012 - March 2014
US Navy September 1974 - January 1984
Skills
Microsoft Office, Word, Writing, Excel, Photoshop, Teaching, HTML, English, Editing, Microsoft Excel, Research, Microsoft Word, Creative Writing, Social Networking, Facebook, Blogging, Books
Education
Johnson State College 1982 — 1985
Bachelor of Arts, Elementary Education, ECE
Parkdale High School 1969 — 1972
National Life Group September 2015 - Present
Green Mountain Curlies, Inc. January 2001 - Present
National Life of Vermont March 2013 - September 2015
Red Quill January 2012 - March 2014
US Navy September 1974 - January 1984
Skills
Microsoft Office, Word, Writing, Excel, Photoshop, Teaching, HTML, English, Editing, Microsoft Excel, Research, Microsoft Word, Creative Writing, Social Networking, Facebook, Blogging, Books
Education
Johnson State College 1982 — 1985
Bachelor of Arts, Elementary Education, ECE
Parkdale High School 1969 — 1972
Annabelle A. Lee, LUTCF's National Life Group Experience March 2010 - October 2011
Job Partner at New York Life Chicago
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
The Heartland Group January 2014 - February 2015
SUL Realty July 2011 - February 2015
Water Tower Financial Partners, LLC - MassMutual Financial Group November 2011 - January 2014
National Life Group March 2010 - October 2011
MetLife Securities June 2009 - March 2010
The Prime Group, Inc. 2006 - 2007
Advanced Equities Financial Corp. 2002 - 2006
Education
DePaul University
The American College 2010 — 2013
College of Lake County
Associate of Arts and Sciences (AAS)
University of Pennsylvania - The Wharton School
New York Life Insurance Company February 2015 - Present
The Heartland Group January 2014 - February 2015
SUL Realty July 2011 - February 2015
Water Tower Financial Partners, LLC - MassMutual Financial Group November 2011 - January 2014
National Life Group March 2010 - October 2011
MetLife Securities June 2009 - March 2010
The Prime Group, Inc. 2006 - 2007
Advanced Equities Financial Corp. 2002 - 2006
Education
DePaul University
The American College 2010 — 2013
College of Lake County
Associate of Arts and Sciences (AAS)
University of Pennsylvania - The Wharton School
Alli Morse Alli Morse's National Life Group Experience January 2012 - May 2012
Job Global Cash Business Principal at State Street Global Advisors
Industry Higher Education
Experience
State Street Global Advisors July 2014 - Present
State Street Global Advisors May 2013 - July 2014
State Street Global Markets June 2012 - April 2013
National Life Group January 2012 - May 2012
University of Vermont September 2009 - May 2012
Burlington Mayoral Campaign October 2011 - December 2011
Skills
Series 7, Series 63, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Morningstar Direct, eVestment, Business Objects
Education
University of Vermont 2008 — 2012
Bachelor of Science in Mathematics and Minor in Business Administration, Mathematics, Cum Laude
Kings College London 2011 — 2011
Mathematics and Business
Bedford High School 2004 — 2008
State Street Global Advisors July 2014 - Present
State Street Global Advisors May 2013 - July 2014
State Street Global Markets June 2012 - April 2013
National Life Group January 2012 - May 2012
University of Vermont September 2009 - May 2012
Burlington Mayoral Campaign October 2011 - December 2011
Skills
Series 7, Series 63, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Morningstar Direct, eVestment, Business Objects
Education
University of Vermont 2008 — 2012
Bachelor of Science in Mathematics and Minor in Business Administration, Mathematics, Cum Laude
Kings College London 2011 — 2011
Mathematics and Business
Bedford High School 2004 — 2008
Peter F. Young Peter F. Young's National Life Group Experience 2013 - 2015
Job Deputy General Counsel at Vermont Rail System
Industry Transportation/Trucking/Railroad
Experience
Vermont Rail System September 2015 - Present
Make-A-Wish Foundation of Vermont 2011 - Present
National Life Group 2013 - 2015
Law Offices of Peter F. Young 2011 - 2013
Vermont Department of Financial Regulation 2003 - 2011
Miller, Eggleston & Cramer 1992 - 2003
Goodwin Procter LLP 1990 - 1992
Skills
Appeals, Civil Litigation, Commercial Litigation, Litigation, Product Liability, Legal Writing, Business Litigation, Legal Assistance, Trials, Arbitration, Trial Practice, Intellectual Property, Securities
Education
Georgetown University Law Center 1987 — 1990
Doctor of Law (J.D.)
Dartmouth College 1983 — 1987
A.B., History
Vermont Rail System September 2015 - Present
Make-A-Wish Foundation of Vermont 2011 - Present
National Life Group 2013 - 2015
Law Offices of Peter F. Young 2011 - 2013
Vermont Department of Financial Regulation 2003 - 2011
Miller, Eggleston & Cramer 1992 - 2003
Goodwin Procter LLP 1990 - 1992
Skills
Appeals, Civil Litigation, Commercial Litigation, Litigation, Product Liability, Legal Writing, Business Litigation, Legal Assistance, Trials, Arbitration, Trial Practice, Intellectual Property, Securities
Education
Georgetown University Law Center 1987 — 1990
Doctor of Law (J.D.)
Dartmouth College 1983 — 1987
A.B., History
John Andraos's National Life Group Experience October 2009 - Present
Job Managing Partner at South Western Financial Network and Insurance Services
Industry Financial Services
Experience
South Western Wealth Management March 2015 - Present
National Life Group October 2009 - Present
South Western Financial Network and Insurance Services October 2009 - Present
Principal Financial Group June 2011 - April 2015
Union Central/Andraos Capital Management September 2007 - September 2009
Guardian Life Insurance Company of America/Andraos Capital Mgmnt September 1998 - September 2007
Skills
Retirement, Disability Insurance, Life Insurance, Insurance, Estate Planning, Fixed Annuities, Strategic Financial..., Wealth Management, Employee Benefits, Financial Planning, Financial Advisory, Wealth, Securities, Retirement Planning, Recruiting, Finance, Investments, Small Business, 401k, Leadership, Health Insurance, IRAs, Annuities, Pensions, Brokers, Universal Life, Term Life Insurance, Financial Services, Long Term Care, Wealth Accumulation, Financial Planners, Whole Life, Series 7, Series 6, FINRA, Series 63, Mutual Funds, Series 66
Education
Glendale Community College 1983 — 1985
Associate of Arts and Sciences (AAS)
South Western Wealth Management March 2015 - Present
National Life Group October 2009 - Present
South Western Financial Network and Insurance Services October 2009 - Present
Principal Financial Group June 2011 - April 2015
Union Central/Andraos Capital Management September 2007 - September 2009
Guardian Life Insurance Company of America/Andraos Capital Mgmnt September 1998 - September 2007
Skills
Retirement, Disability Insurance, Life Insurance, Insurance, Estate Planning, Fixed Annuities, Strategic Financial..., Wealth Management, Employee Benefits, Financial Planning, Financial Advisory, Wealth, Securities, Retirement Planning, Recruiting, Finance, Investments, Small Business, 401k, Leadership, Health Insurance, IRAs, Annuities, Pensions, Brokers, Universal Life, Term Life Insurance, Financial Services, Long Term Care, Wealth Accumulation, Financial Planners, Whole Life, Series 7, Series 6, FINRA, Series 63, Mutual Funds, Series 66
Education
Glendale Community College 1983 — 1985
Associate of Arts and Sciences (AAS)
Danelle Birong Danelle Birong's National Life Group Experience January 2010 - August 2010
Job REALTOR/Broker at The Real Estate Company
Industry Real Estate
Experience
The Real Estate Company January 2015 - Present
3 Squares Cafe January 2007 - Present
Century 21 Jack Associates August 2010 - December 2014
National Life Group January 2010 - August 2010
National Life Group January 2005 - January 2010
Skills
Residential Homes, Real Estate, Marketing Communications, Selling, Sellers, First Time Home Buyers, Marketing, Investment Properties, Social Media Marketing, Marketing Strategy, Sales, Social Media, Condos, Public Relations, Real Estate Transactions
Education
School for International Training 2001 — 2001
TESOL Cert, Teaching English to Students of Other Languages
Lafayette College 1997 — 2001
BA, Economics / Business
The Real Estate Company January 2015 - Present
3 Squares Cafe January 2007 - Present
Century 21 Jack Associates August 2010 - December 2014
National Life Group January 2010 - August 2010
National Life Group January 2005 - January 2010
Skills
Residential Homes, Real Estate, Marketing Communications, Selling, Sellers, First Time Home Buyers, Marketing, Investment Properties, Social Media Marketing, Marketing Strategy, Sales, Social Media, Condos, Public Relations, Real Estate Transactions
Education
School for International Training 2001 — 2001
TESOL Cert, Teaching English to Students of Other Languages
Lafayette College 1997 — 2001
BA, Economics / Business
Stephen Bousquet Stephen Bousquet's National Life Group Experience March 1986 - July 1998
Job Broker at Heney Realtors
Industry Real Estate
Experience
Heney Realtors May 2012 - Present
Trapp Family Lodge 2009 - 2010
Stephen Bousquet Real Estate June 2002 - July 2007
National Life Group March 1986 - July 1998
Skills
Property Management, Real Estate Transactions, Commercial Real Estate..., Small Business..., Paralegals, Space Planning, Lease Administration, Lease Documentation, Negotiating Leases, Contract Negotiation, Professional..., First Time Home Buyers, Investment Properties, Real Estate, Buyer Representation, Condos, Sellers, Single Family Homes, Short Sales, Residential Homes, Relocation, Commercial Property..., Title Searches, Inventory Management, Office space planning..., Facility Management, Foreclosures, New Home Sales, Customer Service, Listings, Referrals, Vacation Homes, Investors, Sales, Public Speaking, Buyers
Education
Building Owners and Managers Institute 1991 — 1994
Real Property Adminstrator Designation, Facilities Planning and Management
Johnson State College 1987 — 1991
Associate's Degree, Small Business Administration/Management
Montpelier High School 1971 — 1975
High School, Business/Commerce, General
Heney Realtors May 2012 - Present
Trapp Family Lodge 2009 - 2010
Stephen Bousquet Real Estate June 2002 - July 2007
National Life Group March 1986 - July 1998
Skills
Property Management, Real Estate Transactions, Commercial Real Estate..., Small Business..., Paralegals, Space Planning, Lease Administration, Lease Documentation, Negotiating Leases, Contract Negotiation, Professional..., First Time Home Buyers, Investment Properties, Real Estate, Buyer Representation, Condos, Sellers, Single Family Homes, Short Sales, Residential Homes, Relocation, Commercial Property..., Title Searches, Inventory Management, Office space planning..., Facility Management, Foreclosures, New Home Sales, Customer Service, Listings, Referrals, Vacation Homes, Investors, Sales, Public Speaking, Buyers
Education
Building Owners and Managers Institute 1991 — 1994
Real Property Adminstrator Designation, Facilities Planning and Management
Johnson State College 1987 — 1991
Associate's Degree, Small Business Administration/Management
Montpelier High School 1971 — 1975
High School, Business/Commerce, General
Aaron Beverley Aaron Beverley's National Life Group Experience April 2013 - Present
Job Financial Services Professional at National Life Group
Industry Financial Services
Experience
National Life Group April 2013 - Present
Medicare Resource Group October 2010 - Present
MassMutual Financial Group October 2009 - March 2013
Skills
Insurance, Disability Insurance, Retirement Planning, Long Term Care Insurance, Retirement, Fixed Annuities, Life Insurance, Permanent Life Insurance, Term Life Insurance, Indexed Universal Life..., Whole Life, Equity Indexed Annuities, Group Benefit Plans, Health Insurance, Small Business, Finance, Financial Planning, Financial Services, Investments
Education
State University of New York College at Buffalo 2007 — 2009
Bachelor, Business Administration, Financial Reporting and Analysis
Franklin D. Roosevelt High School 2004 — 2008
Dutchess Community College 2005 — 2007
Associate, Business Administration
National Life Group April 2013 - Present
Medicare Resource Group October 2010 - Present
MassMutual Financial Group October 2009 - March 2013
Skills
Insurance, Disability Insurance, Retirement Planning, Long Term Care Insurance, Retirement, Fixed Annuities, Life Insurance, Permanent Life Insurance, Term Life Insurance, Indexed Universal Life..., Whole Life, Equity Indexed Annuities, Group Benefit Plans, Health Insurance, Small Business, Finance, Financial Planning, Financial Services, Investments
Education
State University of New York College at Buffalo 2007 — 2009
Bachelor, Business Administration, Financial Reporting and Analysis
Franklin D. Roosevelt High School 2004 — 2008
Dutchess Community College 2005 — 2007
Associate, Business Administration
Andrew Bluestone, CFP's National Life Group Experience 1981 - 1997
Job President and CEO at Selective Benefits Group
Industry Financial Services
Experience
Selective Benefits Group January 1982 - Present
Bluestone+Killion 2013 - Present
Chris Carey Advisors, LLC 2010 - 2014
Chris Carey Advisors, LLC 2010 - 2014
Chris Carey Advisors, LLC 2010 - 2014
YPO - Young Presidents' Organization 1993 - 2014
YPO - Young Presidents' Organization 1993 - 2014
MassMutual April 1997 - February 2008
National Life Group 1981 - 1997
Skills
Retirement Planning, Retirement Solutions, Retirement Plan..., Retirement Plans, Retirement Income..., Retirement Services, Retirement Savings, Retirement Plan..., Retirement, retirement now, retirement once, retirement goals, retirement away, retirement home, reitrement facility, Business Networking, Social Networking, Network+Relationship..., networking connections, Sales, 401k, Fixed Annuities, Training, Asset Allocation, Life Insurance, Investment Strategies, Wealth Management..., Wealth, Strategic Financial..., Mutual Funds, Long Term Care Insurance, Disability Insurance, Employee Benefits, Insurance, Investments, Financial Services, Strategic Planning
Education
Harvard Business School 2000 — 2011
post.edu, leadership program
University of Colorado at Denver 1995 — 1997
CFP, Financial Services
Hofstra University 1978 — 1980
B.S., Finance and Econimics
Selective Benefits Group January 1982 - Present
Bluestone+Killion 2013 - Present
Chris Carey Advisors, LLC 2010 - 2014
Chris Carey Advisors, LLC 2010 - 2014
Chris Carey Advisors, LLC 2010 - 2014
YPO - Young Presidents' Organization 1993 - 2014
YPO - Young Presidents' Organization 1993 - 2014
MassMutual April 1997 - February 2008
National Life Group 1981 - 1997
Skills
Retirement Planning, Retirement Solutions, Retirement Plan..., Retirement Plans, Retirement Income..., Retirement Services, Retirement Savings, Retirement Plan..., Retirement, retirement now, retirement once, retirement goals, retirement away, retirement home, reitrement facility, Business Networking, Social Networking, Network+Relationship..., networking connections, Sales, 401k, Fixed Annuities, Training, Asset Allocation, Life Insurance, Investment Strategies, Wealth Management..., Wealth, Strategic Financial..., Mutual Funds, Long Term Care Insurance, Disability Insurance, Employee Benefits, Insurance, Investments, Financial Services, Strategic Planning
Education
Harvard Business School 2000 — 2011
post.edu, leadership program
University of Colorado at Denver 1995 — 1997
CFP, Financial Services
Hofstra University 1978 — 1980
B.S., Finance and Econimics
Dominic Fittizzi Dominic Fittizzi's National Life Group Experience July 2013 - October 2014
Job Inside Sales Associate at Braen Supply
Industry Building Materials
Experience
Braen Supply March 2015 - Present
Braen Supply June 2014 - April 2015
National Life Group July 2013 - October 2014
J. Fletcher Creamer & Son September 2011 - February 2013
United States Marine Corps September 2007 - September 2011
Skills
Customer Relations, Landscape Materials, Masonry Materials, Natural Stone Products, Cultured Stone Products, Natural Stone Pavers, Concrete Paving Stones, Retaining Wall Stones, Bluestone
Education
Felician College 2012 — 2015
Bachelor of Business Administration (BBA), Cum Laude
Hackensack High School
Braen Supply March 2015 - Present
Braen Supply June 2014 - April 2015
National Life Group July 2013 - October 2014
J. Fletcher Creamer & Son September 2011 - February 2013
United States Marine Corps September 2007 - September 2011
Skills
Customer Relations, Landscape Materials, Masonry Materials, Natural Stone Products, Cultured Stone Products, Natural Stone Pavers, Concrete Paving Stones, Retaining Wall Stones, Bluestone
Education
Felician College 2012 — 2015
Bachelor of Business Administration (BBA), Cum Laude
Hackensack High School
Yanan (Frankie) Zhao Yanan (Frankie) Zhao's National Life Group Experience June 2014 - November 2014
Job
Industry Insurance
Experience
Transamerica January 2015 - Present
National Life Group June 2014 - November 2014
Columbia University in the City of New York January 2014 - May 2014
Combined Insurance United States July 2012 - June 2013
JINTAI PROPERTY & CASUALTY INSURANCE COMPANY November 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, SQL, Access, VBA, Life Insurance, Actuarial Consulting, Actuarial Exams, Health Insurance, Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS)
University of Illinois 2010 — 2012
Bachelor of Science
Washington State University 2008 — 2010
Transamerica January 2015 - Present
National Life Group June 2014 - November 2014
Columbia University in the City of New York January 2014 - May 2014
Combined Insurance United States July 2012 - June 2013
JINTAI PROPERTY & CASUALTY INSURANCE COMPANY November 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, SQL, Access, VBA, Life Insurance, Actuarial Consulting, Actuarial Exams, Health Insurance, Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS)
University of Illinois 2010 — 2012
Bachelor of Science
Washington State University 2008 — 2010
Kimberly Taft Kimberly Taft's National Life Group Experience March 2013 - May 2013
Job Manager, Workforce Planning at Keurig Green Mountain, Inc.
Industry Consumer Goods
Experience
Keurig Green Mountain, Inc. June 2014 - Present
Keurig Green Mountain, Inc. December 2013 - June 2014
Keurig Green Mountain, Inc. May 2013 - December 2013
National Life Group March 2013 - May 2013
National Life Group June 2011 - March 2013
OpenLink Financial September 2010 - May 2011
National Life Group May 2009 - January 2011
Lifetime Brands September 2009 - December 2009
National Life Group May 2008 - January 2009
Granite Hills Credit Union April 2006 - August 2006
Skills
Accounting, Budgeting, Financial Analysis, Access, Financial Modeling, Business Analysis, Budgets, Analysis, Cash Management, Financial Reporting, Management, Finance, Microsoft Excel, Strategic Financial..., Insurance, Investments, Risk Management, General Ledger, Forecasting, Executive Management, Project Management, Marketing, Process Improvement, Corporate Finance, SharePoint, Data Analysis, Business Process..., Human Resources, Microsoft Office, Talent Acquisition, Workforce Planning, Leadership, Financial Planning
Education
Hofstra University 2007 — 2011
Bachelor of Business Administration, Magna Cum Laude with High Honors in Finance, Finance, Economics
Keurig Green Mountain, Inc. June 2014 - Present
Keurig Green Mountain, Inc. December 2013 - June 2014
Keurig Green Mountain, Inc. May 2013 - December 2013
National Life Group March 2013 - May 2013
National Life Group June 2011 - March 2013
OpenLink Financial September 2010 - May 2011
National Life Group May 2009 - January 2011
Lifetime Brands September 2009 - December 2009
National Life Group May 2008 - January 2009
Granite Hills Credit Union April 2006 - August 2006
Skills
Accounting, Budgeting, Financial Analysis, Access, Financial Modeling, Business Analysis, Budgets, Analysis, Cash Management, Financial Reporting, Management, Finance, Microsoft Excel, Strategic Financial..., Insurance, Investments, Risk Management, General Ledger, Forecasting, Executive Management, Project Management, Marketing, Process Improvement, Corporate Finance, SharePoint, Data Analysis, Business Process..., Human Resources, Microsoft Office, Talent Acquisition, Workforce Planning, Leadership, Financial Planning
Education
Hofstra University 2007 — 2011
Bachelor of Business Administration, Magna Cum Laude with High Honors in Finance, Finance, Economics
Mysheu Cranford Mysheu Cranford's National Life Group Experience June 2009 - February 2011
Job Administrative Assistant
Industry Banking
Experience
Federal Reserve Bank of Dallas May 2015 - Present
Free Life Church March 2011 - November 2014
National Life Group June 2009 - February 2011
Verizon Information Services June 2004 - December 2006
New York and Company April 2004 - May 2005
CitiGroup Properties December 2003 - June 2004
Henry Wade Detention Center October 2001 - February 2004
Skills
QuickBooks, Administrative..., Microsoft Office, Constant Contact, Accounts Payable, Office Administration, Employee Handbooks, Employee Relations, Volunteer Recruiting, Volunteering, Office Management, Administrative Work, Customer Service, Forms, Non-profit Volunteer, Non-profit Volunteering, Data Entry, PowerPoint, Project Management, Customer Satisfaction, Customer Relations, Administration, Training, Event Planning, Marketing, Microsoft Word, Administrative..., Public Speaking, Team Building, Leadership, Strategic Planning
Education
Langston University 1997 — 2001
Bachelor of Science (BS), Corrections
Lake Highlands High School 1996 — 1997
Federal Reserve Bank of Dallas May 2015 - Present
Free Life Church March 2011 - November 2014
National Life Group June 2009 - February 2011
Verizon Information Services June 2004 - December 2006
New York and Company April 2004 - May 2005
CitiGroup Properties December 2003 - June 2004
Henry Wade Detention Center October 2001 - February 2004
Skills
QuickBooks, Administrative..., Microsoft Office, Constant Contact, Accounts Payable, Office Administration, Employee Handbooks, Employee Relations, Volunteer Recruiting, Volunteering, Office Management, Administrative Work, Customer Service, Forms, Non-profit Volunteer, Non-profit Volunteering, Data Entry, PowerPoint, Project Management, Customer Satisfaction, Customer Relations, Administration, Training, Event Planning, Marketing, Microsoft Word, Administrative..., Public Speaking, Team Building, Leadership, Strategic Planning
Education
Langston University 1997 — 2001
Bachelor of Science (BS), Corrections
Lake Highlands High School 1996 — 1997
Bren Breithaupt, MBA Bren Breithaupt, MBA's National Life Group Experience August 2001 - Present
Job Financial Representative
Industry Financial Services
Experience
National Life Group August 2001 - Present
Pruco Securities November 1998 - March 2001
Chatfield Dean & Company February 1997 - November 1998
Group Nine Securities October 1984 - August 1986
Education
Grand Canyon University 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance, 3.52 GPA
Dallas Theological Seminary 1979 — 1983
Theology/Theological Studies
University of California, Santa Barbara 1974 — 1978
Bachelor of Arts (BA), with honors, Communication and Media Studies
National Life Group August 2001 - Present
Pruco Securities November 1998 - March 2001
Chatfield Dean & Company February 1997 - November 1998
Group Nine Securities October 1984 - August 1986
Education
Grand Canyon University 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance, 3.52 GPA
Dallas Theological Seminary 1979 — 1983
Theology/Theological Studies
University of California, Santa Barbara 1974 — 1978
Bachelor of Arts (BA), with honors, Communication and Media Studies
Anne-Marie Bobay, CMP Anne-Marie Bobay, CMP's National Life Group Experience June 2012 - Present
Job Senior Conference Planner at National Life Group
Industry Insurance
Experience
National Life Group June 2012 - Present
Zimmer Inc. February 2010 - May 2012
Excellence In Motivation June 2004 - November 2008
MeetingAmbassador, Inc April 2002 - June 2004
The St. Regis Hotel/Starwood Corporation, Aspen, CO November 1999 - April 2002
Skills
Meeting Planning, Logistics, Travel Planning, Contract Negotiation, Budgets, Sales, Management, CRM, Program Management, Project Management, Marketing Strategy, Marketing, Event Planning, Time Management, Event Management, Marketing Communications, Training, Trade Shows, Negotiation, Sales Management, Project Planning
Education
Indiana University Bloomington
BA
Monterey Institute of International Studies
Transfered credits to Indiana Unversity
National Life Group June 2012 - Present
Zimmer Inc. February 2010 - May 2012
Excellence In Motivation June 2004 - November 2008
MeetingAmbassador, Inc April 2002 - June 2004
The St. Regis Hotel/Starwood Corporation, Aspen, CO November 1999 - April 2002
Skills
Meeting Planning, Logistics, Travel Planning, Contract Negotiation, Budgets, Sales, Management, CRM, Program Management, Project Management, Marketing Strategy, Marketing, Event Planning, Time Management, Event Management, Marketing Communications, Training, Trade Shows, Negotiation, Sales Management, Project Planning
Education
Indiana University Bloomington
BA
Monterey Institute of International Studies
Transfered credits to Indiana Unversity
Charles Marr's National Life Group Experience April 2012 - August 2012
Job Commodities Analyst at Welira Investments
Industry Financial Services
Experience
Welira Investments, LLC December 2014 - Present
Midcontinent Independent System Operator June 2014 - December 2014
Northwestern Mutual August 2012 - June 2014
National Life Group April 2012 - August 2012
Delta Sigma Pi February 2010 - August 2012
Allegiant Financial Group February 2011 - April 2012
Centerplate, Lucas Oil Stadium August 2011 - March 2012
Andrea's Garden Center March 2008 - January 2011
Skills
Risk Management Planing, Personal Analysis..., Insurance Planning, Tax-advantaged..., Disability Insurance, Life Insurance, Employee Benefits, Strategic Financial..., Management, Long-term Care, Insurance, Small Business, Estate Planning, Account Management, Retirement Planning, Leadership, Business Development, Asset Management, Risk Management, Mortgage Lending, Teamwork, Networking, Financial Analysis, Business Planning, Credit, Analysis, Strategic Planning, Financial Modeling, Budgets
Education
Indiana University, Kelley School of Business of Indianapolis 2010 — 2012
Bachelor of Science, Business; Finance
Indiana Wesleyan University 2008 — 2010
Welira Investments, LLC December 2014 - Present
Midcontinent Independent System Operator June 2014 - December 2014
Northwestern Mutual August 2012 - June 2014
National Life Group April 2012 - August 2012
Delta Sigma Pi February 2010 - August 2012
Allegiant Financial Group February 2011 - April 2012
Centerplate, Lucas Oil Stadium August 2011 - March 2012
Andrea's Garden Center March 2008 - January 2011
Skills
Risk Management Planing, Personal Analysis..., Insurance Planning, Tax-advantaged..., Disability Insurance, Life Insurance, Employee Benefits, Strategic Financial..., Management, Long-term Care, Insurance, Small Business, Estate Planning, Account Management, Retirement Planning, Leadership, Business Development, Asset Management, Risk Management, Mortgage Lending, Teamwork, Networking, Financial Analysis, Business Planning, Credit, Analysis, Strategic Planning, Financial Modeling, Budgets
Education
Indiana University, Kelley School of Business of Indianapolis 2010 — 2012
Bachelor of Science, Business; Finance
Indiana Wesleyan University 2008 — 2010
Brian Lind Brian Lind's National Life Group Experience March 2013 - June 2015
Job Insurance Agent at National Life Group
Industry Insurance
Experience
Aflac March 2009 - July 2015
National Life Group March 2013 - June 2015
Transamerica March 2013 - June 2015
Distribution Technologies 2005 - 2006
Kinko's Copies 1993 - 1999
Skills
Life Insurance, Insurance, General Insurance, Disability Insurance, Management, Customer Service, Retirement, Fixed Annuities
Education
Houston Community College 2015 — 2015
EKG technician Certificate & Telemetry Monitoring Certificate, Clinical Laboratory Science/Medical Technology/Technologist
Aflac March 2009 - July 2015
National Life Group March 2013 - June 2015
Transamerica March 2013 - June 2015
Distribution Technologies 2005 - 2006
Kinko's Copies 1993 - 1999
Skills
Life Insurance, Insurance, General Insurance, Disability Insurance, Management, Customer Service, Retirement, Fixed Annuities
Education
Houston Community College 2015 — 2015
EKG technician Certificate & Telemetry Monitoring Certificate, Clinical Laboratory Science/Medical Technology/Technologist
Bill Hogan, Jr.'s National Life Group Experience April 1974 - August 1989
Job Board Chair, ANEW PlaceVT
Industry Market Research
Experience
Vermont Symphony Orchestra regional board September 2013 - Present
ANEW Place May 2008 - Present
Anglican Diocese in New England January 2010 - January 2014
St. Timothy Anglican Mission April 2005 - January 2012
Burlington Emergency Shelter 2006 - 2012
E Ink Corporation 1998 - 2001
National Life Group April 1974 - August 1989
Skills
Non-profits, Fundraising, Marketing Strategy, Research, Marketing, Nonprofits, Public Relations, Public Speaking, Start-ups, Business Strategy, Entrepreneurship, Editing, Leadership Development, Leadership, Budgets, Strategic Planning, Event Management, Social Media, Marketing Communications, Blogging, Social Networking, Management, Social Media Marketing, Strategic Communications, Microsoft Office, Media Relations, Management Consulting, Teaching, New Business Development, Negotiation, Public Policy, Policy Analysis, Event Planning, Sales, Community Outreach
Education
Harvard University 1953 — 1957
AB, Economics
Vermont Symphony Orchestra regional board September 2013 - Present
ANEW Place May 2008 - Present
Anglican Diocese in New England January 2010 - January 2014
St. Timothy Anglican Mission April 2005 - January 2012
Burlington Emergency Shelter 2006 - 2012
E Ink Corporation 1998 - 2001
National Life Group April 1974 - August 1989
Skills
Non-profits, Fundraising, Marketing Strategy, Research, Marketing, Nonprofits, Public Relations, Public Speaking, Start-ups, Business Strategy, Entrepreneurship, Editing, Leadership Development, Leadership, Budgets, Strategic Planning, Event Management, Social Media, Marketing Communications, Blogging, Social Networking, Management, Social Media Marketing, Strategic Communications, Microsoft Office, Media Relations, Management Consulting, Teaching, New Business Development, Negotiation, Public Policy, Policy Analysis, Event Planning, Sales, Community Outreach
Education
Harvard University 1953 — 1957
AB, Economics
Mark Teitelbaum's National Life Group Experience 1994 - 1996
Job Vice President, Advanced Markets at AXA Equitable
Industry Financial Services
Experience
AXA Equitable June 2006 - Present
Travelers Life & Annuity June 2002 - June 2006
Phoenix Life Insurance Company June 1996 - May 2002
National Life Group 1994 - 1996
Connecticut Mutual 1990 - 1994
Skills
Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Series 7, Fixed Annuities, Long-term Care, Insurance, Life Insurance, 401k, Series 63, Retirement, Term Life Insurance, Strategic Financial..., Risk Management, Employee Benefits, Financial Advisory, Succession Planning, Disability Insurance, Series 6, Sales, Relationship Management, Securities, Financial Services, Investments, Strategy, Banking, Wealth, Underwriting, Asset Allocation, Business Planning, Financial Planning
Education
Kenyon College 1973 — 1977
Bachelor of Science, History
Shaker Heights High School 1970 — 1973
AXA Equitable June 2006 - Present
Travelers Life & Annuity June 2002 - June 2006
Phoenix Life Insurance Company June 1996 - May 2002
National Life Group 1994 - 1996
Connecticut Mutual 1990 - 1994
Skills
Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Series 7, Fixed Annuities, Long-term Care, Insurance, Life Insurance, 401k, Series 63, Retirement, Term Life Insurance, Strategic Financial..., Risk Management, Employee Benefits, Financial Advisory, Succession Planning, Disability Insurance, Series 6, Sales, Relationship Management, Securities, Financial Services, Investments, Strategy, Banking, Wealth, Underwriting, Asset Allocation, Business Planning, Financial Planning
Education
Kenyon College 1973 — 1977
Bachelor of Science, History
Shaker Heights High School 1970 — 1973
Paul H. Etra, AIF® Paul H. Etra, AIF®'s National Life Group Experience August 2001 - September 2002
Job SVP, Corporate Benefits
Industry Financial Services
Experience
PRB Wealth Management October 2003 - Present
UNIFI Companies Retirement Plans 2004 - October 2011
Union Central May 2004 - December 2010
MassMutual September 2002 - October 2003
National Life Group August 2001 - September 2002
Skills
Employee Benefits, Insurance, Investments, Portfolio Management, Retirement, Disability Insurance, Term Life Insurance, Benefits, Long Term Care, Retirement Planning, Pensions, Small Business, Financial Advisory, Securities, Financial Services, Finance, 401k, Long Term Care Insurance, Mutual Funds, ERISA, Defined Benefit, Wealth Management, Health Insurance, Estate Planning, Business Planning, IRAs, Asset Management, Investment Strategies, Wealth, High Net Worth..., Investment Advisory, Asset Allocation, Defined Contribution, Executive Pay
Education
Florida International University
Finance
PRB Wealth Management October 2003 - Present
UNIFI Companies Retirement Plans 2004 - October 2011
Union Central May 2004 - December 2010
MassMutual September 2002 - October 2003
National Life Group August 2001 - September 2002
Skills
Employee Benefits, Insurance, Investments, Portfolio Management, Retirement, Disability Insurance, Term Life Insurance, Benefits, Long Term Care, Retirement Planning, Pensions, Small Business, Financial Advisory, Securities, Financial Services, Finance, 401k, Long Term Care Insurance, Mutual Funds, ERISA, Defined Benefit, Wealth Management, Health Insurance, Estate Planning, Business Planning, IRAs, Asset Management, Investment Strategies, Wealth, High Net Worth..., Investment Advisory, Asset Allocation, Defined Contribution, Executive Pay
Education
Florida International University
Finance
Erica Rogers Erica Rogers's National Life Group Experience September 2012 - May 2013
Job Owner of Morse Auto Sales & Service, LLC
Industry Automotive
Experience
Morse Auto Sales and Service, LLC January 2014 - Present
Morse Auto Sales & Service, LLC May 2009 - December 2013
National Life Group September 2012 - May 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, SharePoint, Budgets, Data Analysis, Public Speaking
Education
Clarkson University 2014 — 2018
Master of Business Administration (M.B.A.)
Saint Michael's College 2010 — 2013
Bachelor of Business Administration (B.B.A.) and B.A. in Sociology, Business Administration and Management, General/ Sociology & Anthropology
U-32 2005 — 2010
Morse Auto Sales and Service, LLC January 2014 - Present
Morse Auto Sales & Service, LLC May 2009 - December 2013
National Life Group September 2012 - May 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, SharePoint, Budgets, Data Analysis, Public Speaking
Education
Clarkson University 2014 — 2018
Master of Business Administration (M.B.A.)
Saint Michael's College 2010 — 2013
Bachelor of Business Administration (B.B.A.) and B.A. in Sociology, Business Administration and Management, General/ Sociology & Anthropology
U-32 2005 — 2010
Jessica Hsieh's National Life Group Experience June 2014 - August 2014
Job Professional Development Program
Industry Human Resources
Experience
Northrop Grumman Corporation January 2015 - Present
ULTA Salon, Cosmetics & Fragrance, Inc. July 2012 - December 2014
National Life Group June 2014 - August 2014
Häagen-Dazs April 2008 - July 2012
Soho October 2010 - June 2011
Skills
Employee Training, Leadership, Cash Handling Experience, Customer Service, Daily Operations, Human Resources, Public Speaking
Education
University of North Texas 2012 — 2014
Organizational Behavior & Human Resource Management
Collin County Community College 2010 — 2012
Associate of Arts (AA), General Studies
Plano West Senior High
Northrop Grumman Corporation January 2015 - Present
ULTA Salon, Cosmetics & Fragrance, Inc. July 2012 - December 2014
National Life Group June 2014 - August 2014
Häagen-Dazs April 2008 - July 2012
Soho October 2010 - June 2011
Skills
Employee Training, Leadership, Cash Handling Experience, Customer Service, Daily Operations, Human Resources, Public Speaking
Education
University of North Texas 2012 — 2014
Organizational Behavior & Human Resource Management
Collin County Community College 2010 — 2012
Associate of Arts (AA), General Studies
Plano West Senior High
Robert Mullett, CFP's National Life Group Experience January 2013 - Present
Job RVP at National Life
Industry Financial Services
Experience
National Life Group January 2013 - Present
Marsh 2010 - September 2012
Lincoln Financial Distributors August 2004 - February 2009
AXA Equitable August 1999 - July 2004
Provident Mutual April 1993 - August 1999
Ameriprise Financial October 1983 - April 1993
Skills
Sales Management, Marketing Strategy, Leadership, Competitive Analysis, Insurance, Product Development, Business Development, Risk Management, New Business Development, Executive Management, Customer Service, Financial Services, Strategy, Account Management, CRM, Relationship Management, Fixed Annuities, Sales, Strategic Financial..., Business Planning, Strategic Planning, Mergers & Acquisitions, Business Strategy, Investments, Life Insurance, Series 6, Retirement, Retirement Planning, Series 63, Long-term Care, 401k, Mutual Funds, Series 7, Disability Insurance, Brokers, Wealth Management, Long Term Care Insurance, Variable Annuities, Term Life Insurance, Underwriting, Financial Planners, Estate Planning, Financial Advisory, Health Insurance, Wealth, Securities, Investment Advisory, Asset Allocation, Financial Planning
Education
College for Financial Planning 1987 — 1988
CFP
University of Evansville 1977 — 1981
B.S. Business, Marketing
Harrison High School 1973 — 1977
National Life Group January 2013 - Present
Marsh 2010 - September 2012
Lincoln Financial Distributors August 2004 - February 2009
AXA Equitable August 1999 - July 2004
Provident Mutual April 1993 - August 1999
Ameriprise Financial October 1983 - April 1993
Skills
Sales Management, Marketing Strategy, Leadership, Competitive Analysis, Insurance, Product Development, Business Development, Risk Management, New Business Development, Executive Management, Customer Service, Financial Services, Strategy, Account Management, CRM, Relationship Management, Fixed Annuities, Sales, Strategic Financial..., Business Planning, Strategic Planning, Mergers & Acquisitions, Business Strategy, Investments, Life Insurance, Series 6, Retirement, Retirement Planning, Series 63, Long-term Care, 401k, Mutual Funds, Series 7, Disability Insurance, Brokers, Wealth Management, Long Term Care Insurance, Variable Annuities, Term Life Insurance, Underwriting, Financial Planners, Estate Planning, Financial Advisory, Health Insurance, Wealth, Securities, Investment Advisory, Asset Allocation, Financial Planning
Education
College for Financial Planning 1987 — 1988
CFP
University of Evansville 1977 — 1981
B.S. Business, Marketing
Harrison High School 1973 — 1977
Scott Farner's National Life Group Experience February 2012 - March 2012
Job PwC
Industry Financial Services
Experience
PwC September 2014 - Present
UVM October 2011 - May 2013
National Life Group February 2012 - March 2012
UBS June 2011 - November 2011
Skills
Entrepreneurship, Microsoft Excel, Accounting, Finance, PowerPoint, SPSS, Microsoft Dynamics, Strategy, Financial Modeling, Financial Accounting, Social Media, Hustle, Real Estate
Education
Northeastern University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Accounting
University of Vermont 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting/Finance
Rollins College 2009 — 2010
International Business
Weston High School 2005 — 2009
PwC September 2014 - Present
UVM October 2011 - May 2013
National Life Group February 2012 - March 2012
UBS June 2011 - November 2011
Skills
Entrepreneurship, Microsoft Excel, Accounting, Finance, PowerPoint, SPSS, Microsoft Dynamics, Strategy, Financial Modeling, Financial Accounting, Social Media, Hustle, Real Estate
Education
Northeastern University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Accounting
University of Vermont 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting/Finance
Rollins College 2009 — 2010
International Business
Weston High School 2005 — 2009
Edward P. Barrett, ChFC Edward P. Barrett, ChFC's National Life Group Experience January 2013 - Present
Job Board Member at State of New Jersey Department of Banking and Insurance Life and Healh Advisory Board
Industry Financial Services
Experience
State of New Jersey Department of Banking and Insurance Life and Healh Advisory Board September 2014 - Present
National Life Group January 2013 - Present
Primary Financial January 2013 - Present
New England Financial of North Jersey June 1991 - September 2012
Cigna 1988 - 1991
International trading Group August 1986 - December 1988
Education
Rutgers University 1983 — 1985
BS, Economics
East Stroudsburg University of Pennsylvania 1981 — 1985
Cinnaminson High School 1977 — 1981
State of New Jersey Department of Banking and Insurance Life and Healh Advisory Board September 2014 - Present
National Life Group January 2013 - Present
Primary Financial January 2013 - Present
New England Financial of North Jersey June 1991 - September 2012
Cigna 1988 - 1991
International trading Group August 1986 - December 1988
Education
Rutgers University 1983 — 1985
BS, Economics
East Stroudsburg University of Pennsylvania 1981 — 1985
Cinnaminson High School 1977 — 1981
Carter Graham's National Life Group Experience 1999 - Present
Job President at Shoreline Financial Group
Industry Insurance
Experience
Shoreline Financial Group Inc February 1999 - Present
National Life Group 1999 - Present
Phoenix Life Insurance Company 2013 - Present
Alliance Group October 1999 - August 2015
Skills
Retirement, Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Leadership, Retirement Planning, Marketing, Long-term Care, Financial Services, Wealth Accumulation, Roth IRA, Pensions, Whole Life, Disability Insurance, 401k Rollovers, Small Business, Universal Life, Estate Planning, Investment Strategies, Brokers, Health Insurance, Underwriting, Long Term Care Insurance, Critical Illness, Health Savings Accounts, Investments, IRAs, Financial Advisory
Education
Florida State University 1988 — 1992
Shoreline Financial Group Inc February 1999 - Present
National Life Group 1999 - Present
Phoenix Life Insurance Company 2013 - Present
Alliance Group October 1999 - August 2015
Skills
Retirement, Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Leadership, Retirement Planning, Marketing, Long-term Care, Financial Services, Wealth Accumulation, Roth IRA, Pensions, Whole Life, Disability Insurance, 401k Rollovers, Small Business, Universal Life, Estate Planning, Investment Strategies, Brokers, Health Insurance, Underwriting, Long Term Care Insurance, Critical Illness, Health Savings Accounts, Investments, IRAs, Financial Advisory
Education
Florida State University 1988 — 1992
Alexandra Profis-Nostramo Alexandra Profis-Nostramo's National Life Group Experience February 2006 - December 2009
Job Director of Recruiting at Empire Wealth Strategies
Industry Insurance
Experience
Empire Wealth Strategies December 2009 - Present
National Life Group February 2006 - December 2009
Skills
Insurance, Interviews, Succession Planning, Talent Acquisition, Recruiting, Employee Benefits, Onboarding, Applicant Tracking..., Staffing Services, HR Consulting, Leadership, Outlook, Underwriting, Management, 401k, Benefits Administration, Career Development, Cold Calling, Consulting, Deferred Compensation, Disability Insurance, Employee Engagement, Employee Relations, Employee Training, Customer Retention, Executive Management, Finance, Financial Services, Fixed Annuities, HRIS, Hiring, Human Resources, Internet Recruiting, Leadership Development, Life Insurance, College Recruiting, Long-term Care, Organizational..., Performance Management, Personnel Management, Retirement Planning, Sales, Sourcing, Talent Management, Team Building, Technical Recruiting, Training, Vendor Management, Account Management, Coaching
Education
LIU Brooklyn 2000 — 2004
Bachelor's degree, Marketing
Empire Wealth Strategies December 2009 - Present
National Life Group February 2006 - December 2009
Skills
Insurance, Interviews, Succession Planning, Talent Acquisition, Recruiting, Employee Benefits, Onboarding, Applicant Tracking..., Staffing Services, HR Consulting, Leadership, Outlook, Underwriting, Management, 401k, Benefits Administration, Career Development, Cold Calling, Consulting, Deferred Compensation, Disability Insurance, Employee Engagement, Employee Relations, Employee Training, Customer Retention, Executive Management, Finance, Financial Services, Fixed Annuities, HRIS, Hiring, Human Resources, Internet Recruiting, Leadership Development, Life Insurance, College Recruiting, Long-term Care, Organizational..., Performance Management, Personnel Management, Retirement Planning, Sales, Sourcing, Talent Management, Team Building, Technical Recruiting, Training, Vendor Management, Account Management, Coaching
Education
LIU Brooklyn 2000 — 2004
Bachelor's degree, Marketing
Steven Kravec Steven Kravec's National Life Group Experience January 2013 - Present
Job Financial Representative at National Life Group
Industry Financial Services
Experience
National Life Group January 2013 - Present
Northwestern Mutual Financial Network June 2008 - December 2012
Schonfeld IBS June 2006 - June 2008
Tobe Securities/BONY March 2005 - April 2006
Suffolk Capital Management June 2000 - November 2004
Kenmar January 1999 - June 2000
Sakura Dellsher 1997 - 1998
Enrst & Young LLP 1996 - 1998
Skills
Securities, Series 7
Education
Fairfield University 1993 — 1997
B.S. Accounting, Minor: Busines Law
Fairfield College Preparatory School 1989 — 1993
St. Ann's
National Life Group January 2013 - Present
Northwestern Mutual Financial Network June 2008 - December 2012
Schonfeld IBS June 2006 - June 2008
Tobe Securities/BONY March 2005 - April 2006
Suffolk Capital Management June 2000 - November 2004
Kenmar January 1999 - June 2000
Sakura Dellsher 1997 - 1998
Enrst & Young LLP 1996 - 1998
Skills
Securities, Series 7
Education
Fairfield University 1993 — 1997
B.S. Accounting, Minor: Busines Law
Fairfield College Preparatory School 1989 — 1993
St. Ann's
Amy T. Ingrassia Amy T. Ingrassia's National Life Group Experience August 2014 - January 2015
Job Item Setup Specialist at Keurig Green Mountain, Inc.
Industry Biotechnology
Experience
Keurig Green Mountain, Inc. May 2015 - Present
National Life Group August 2014 - January 2015
Kessler Institute for Rehabilitation August 2012 - January 2015
Graphic Packaging International June 2013 - June 2014
NJ211 June 2012 - June 2013
Dendreon January 2010 - September 2011
Roche Molecular Systems August 2008 - May 2009
United Parcel Service (UPS) October 2007 - September 2008
Maquet Critical Care May 2008 - August 2008
FLANDERS VETERINARY CLINIC April 2006 - December 2006
Skills
Software Documentation, Quality Assurance, Access, Troubleshooting, Sop, Management, Training, Database Administration, SAP, Validation, Databases, FDA, Pharmaceutical Industry, Analysis, Customer Service, Budgets, GMP, Microsoft Excel, Process Improvement, System Administration, Manufacturing, Administrative..., Visio, Data Management, Outlook, Technical Support, Windows 7, XP, Facilities Management, Vendor Management, MS Project, CAPA, Customer Satisfaction, Document Management, Cross-functional Team..., GLP, Testing, Technical Writing, Calibration, GxP, Computerized Systems, Data Analysis, Analytical Skills, Time Management, Work Under Minimal..., Flexible Scheduling, Fundraising, Event Management, Change Management, Non-profit Volunteering
Education
Colorado Technical University 2008 — 2010
Associates of Science, Information Technology, 3.64
Colorado Technical University 2008 — 2010
Associates of Science in Information Technology, Information Technology
Keurig Green Mountain, Inc. May 2015 - Present
National Life Group August 2014 - January 2015
Kessler Institute for Rehabilitation August 2012 - January 2015
Graphic Packaging International June 2013 - June 2014
NJ211 June 2012 - June 2013
Dendreon January 2010 - September 2011
Roche Molecular Systems August 2008 - May 2009
United Parcel Service (UPS) October 2007 - September 2008
Maquet Critical Care May 2008 - August 2008
FLANDERS VETERINARY CLINIC April 2006 - December 2006
Skills
Software Documentation, Quality Assurance, Access, Troubleshooting, Sop, Management, Training, Database Administration, SAP, Validation, Databases, FDA, Pharmaceutical Industry, Analysis, Customer Service, Budgets, GMP, Microsoft Excel, Process Improvement, System Administration, Manufacturing, Administrative..., Visio, Data Management, Outlook, Technical Support, Windows 7, XP, Facilities Management, Vendor Management, MS Project, CAPA, Customer Satisfaction, Document Management, Cross-functional Team..., GLP, Testing, Technical Writing, Calibration, GxP, Computerized Systems, Data Analysis, Analytical Skills, Time Management, Work Under Minimal..., Flexible Scheduling, Fundraising, Event Management, Change Management, Non-profit Volunteering
Education
Colorado Technical University 2008 — 2010
Associates of Science, Information Technology, 3.64
Colorado Technical University 2008 — 2010
Associates of Science in Information Technology, Information Technology
Brian E. McGonegal, SPHR's National Life Group Experience December 2010 - March 2013
Job Strategic Human Resources Business Partner
Industry Human Resources
Experience
Restaurant Technologies, Inc. November 2014 - Present
McGonegal & Associates, LLC March 2014 - February 2015
Keurig Green Mountain, Inc. April 2014 - October 2014
Dealer.com March 2013 - March 2014
National Life Group December 2010 - March 2013
TD Ameritrade July 2009 - December 2010
Allianz Life October 2005 - March 2009
G&K Services February 2002 - October 2005
Human Resource Dimensions September 1999 - February 2002
Safeco Insurance Companies August 1994 - August 1999
Education
Georgia State University
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Human Resources Certification Institute
Senior Professional in Human Resources Certification (SPHR), Human Resources Certification
Restaurant Technologies, Inc. November 2014 - Present
McGonegal & Associates, LLC March 2014 - February 2015
Keurig Green Mountain, Inc. April 2014 - October 2014
Dealer.com March 2013 - March 2014
National Life Group December 2010 - March 2013
TD Ameritrade July 2009 - December 2010
Allianz Life October 2005 - March 2009
G&K Services February 2002 - October 2005
Human Resource Dimensions September 1999 - February 2002
Safeco Insurance Companies August 1994 - August 1999
Education
Georgia State University
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Human Resources Certification Institute
Senior Professional in Human Resources Certification (SPHR), Human Resources Certification
Chuck Souza Chuck Souza's National Life Group Experience 1994 - 1996
Job Vice President, Structured Finance at RGA Reinsurance
Industry Insurance
Experience
RGA Reinsurance April 2013 - Present
Towers Watson May 2008 - March 2013
RGA Reinsurance January 2003 - April 2008
American Republic Insurance 2000 - 2003
New England Financial 1998 - 2000
Sun Life Financial 1996 - 1998
National Life Group 1994 - 1996
Skills
Actuarial Science, Economic Capital, Insurance, Reinsurance, ALM, Solvency II, Risk Management, Fixed Annuities, Enterprise Risk..., Financial Modeling, Life Insurance, Actuarial Consulting, Pensions, Valuation, Defined Benefit
Education
Cornell University 1990 — 1994
BA, Mathematics
Rockville High School
Rockville High School
RGA Reinsurance April 2013 - Present
Towers Watson May 2008 - March 2013
RGA Reinsurance January 2003 - April 2008
American Republic Insurance 2000 - 2003
New England Financial 1998 - 2000
Sun Life Financial 1996 - 1998
National Life Group 1994 - 1996
Skills
Actuarial Science, Economic Capital, Insurance, Reinsurance, ALM, Solvency II, Risk Management, Fixed Annuities, Enterprise Risk..., Financial Modeling, Life Insurance, Actuarial Consulting, Pensions, Valuation, Defined Benefit
Education
Cornell University 1990 — 1994
BA, Mathematics
Rockville High School
Rockville High School
Ashley Stanley Ashley Stanley's National Life Group Experience January 2008 - May 2014
Job Enterprise Business Analyst II
Industry Food & Beverages
Experience
Keurig Green Mountain, Inc. May 2014 - Present
National Life Group January 2008 - May 2014
National Life Group April 2007 - January 2008
Skills
Customer Service, Business Analysis, Training, Presentations, Project Management, Leadership, Lean Manufacturing, User Acceptance Testing, Business Requirements, Analysis, Process Improvement, Team Leadership, Business Process..., Insurance, Team Building, Quality Assurance, Microsoft Excel, Requirements Gathering, Microsoft Office, SDLC, Financial Services, Teamwork, SharePoint, Time Management, Six Sigma, Business Process, Visio, Data Analysis, Life Insurance, Testing, Relationship Management, Outlook
Education
The George Washington University 2012 — 2012
Masters Certificate, Business Analysis
Keene State College 2002 — 2006
BS, Business Administration and Management, General
Keurig Green Mountain, Inc. May 2014 - Present
National Life Group January 2008 - May 2014
National Life Group April 2007 - January 2008
Skills
Customer Service, Business Analysis, Training, Presentations, Project Management, Leadership, Lean Manufacturing, User Acceptance Testing, Business Requirements, Analysis, Process Improvement, Team Leadership, Business Process..., Insurance, Team Building, Quality Assurance, Microsoft Excel, Requirements Gathering, Microsoft Office, SDLC, Financial Services, Teamwork, SharePoint, Time Management, Six Sigma, Business Process, Visio, Data Analysis, Life Insurance, Testing, Relationship Management, Outlook
Education
The George Washington University 2012 — 2012
Masters Certificate, Business Analysis
Keene State College 2002 — 2006
BS, Business Administration and Management, General
Harvey Hyungmin Kim Harvey Hyungmin Kim's National Life Group Experience May 2014 - August 2014
Job Sr. Actuarial Assistant at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services January 2015 - Present
Columbia University in the City of New York January 2014 - December 2014
National Life Group May 2014 - August 2014
Samsung August 2010 - July 2012
Procter & Gamble January 2010 - February 2010
4-7 CAV, 2nd Infantry Division, 8th Army, US Army (Korea Augumentation To US Army) April 2006 - April 2008
Young Leaders Club 2005 - 2006
Skills
VBA, Microsoft Excel, SPSS, Data Analysis, Project Management, Java, R, SQL, C++, Microsoft Access, SAS, Statistical Modeling, GGY AXIS, Life Insurance, Long-term Care, Modeling
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Actuarial Science, 4.00
Seoul National University 2004 — 2010
Bachelor's degree, Industrial Engineering, 3.74
Hansung Science High School 2002 — 2003
Science High School
John Hancock Financial Services January 2015 - Present
Columbia University in the City of New York January 2014 - December 2014
National Life Group May 2014 - August 2014
Samsung August 2010 - July 2012
Procter & Gamble January 2010 - February 2010
4-7 CAV, 2nd Infantry Division, 8th Army, US Army (Korea Augumentation To US Army) April 2006 - April 2008
Young Leaders Club 2005 - 2006
Skills
VBA, Microsoft Excel, SPSS, Data Analysis, Project Management, Java, R, SQL, C++, Microsoft Access, SAS, Statistical Modeling, GGY AXIS, Life Insurance, Long-term Care, Modeling
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Actuarial Science, 4.00
Seoul National University 2004 — 2010
Bachelor's degree, Industrial Engineering, 3.74
Hansung Science High School 2002 — 2003
Science High School
Wade Mayo's National Life Group Experience 2008 - Present
Job President & CEO Life Insurance Company of the Southwest
Industry Financial Services
Experience
National Life Group 2008 - Present
Life Insurance Company of the Southwest 1989 - Present
Hannover Holdings & Subsidiaries 1983 - 1996
Skills
Strategic Planning, Annuity product..., Public Speaking, Insurance, Operations Management, Distribution Management, Transactional legal...
Education
University of South Carolina School of Law 1973 — 1976
Juris Doctor (J.D.)
University of South Carolina - Darla Moore School of Business 1968 — 1972
Bachelor’s Degree, Banking & Finance
Georgia State University
Master of Business Administration (M.B.A.), Finance
National Life Group 2008 - Present
Life Insurance Company of the Southwest 1989 - Present
Hannover Holdings & Subsidiaries 1983 - 1996
Skills
Strategic Planning, Annuity product..., Public Speaking, Insurance, Operations Management, Distribution Management, Transactional legal...
Education
University of South Carolina School of Law 1973 — 1976
Juris Doctor (J.D.)
University of South Carolina - Darla Moore School of Business 1968 — 1972
Bachelor’s Degree, Banking & Finance
Georgia State University
Master of Business Administration (M.B.A.), Finance
Phil Esposito Phil Esposito's National Life Group Experience January 2014 - May 2015
Job Time Warner Field Surveyor | Hylan Datacom
Industry Electrical/Electronic Manufacturing
Experience
American Insurance Agencies Direct, Inc. September 2015 - Present
sinysports.com August 2015 - Present
Allstate August 2015 - Present
Hylan Datacom & Electrical October 2013 - Present
National Life Group January 2014 - May 2015
Bridgeton Group February 2012 - October 2013
R. P. Esposito & Co. May 1994 - February 2012
Skills
Life & Health Insurance..., Futures, Soft Commodities, Options, Trading, Options Strategies, Agriculture, Futures Trading, Market Analysis, Market Research, Allocations, Deal Execution, Order Taking, Clearing, Series 30, Building Surveying, Commodity Risk..., Hedging, Alternative Investments, Derivatives, Electronic Trading, Commodity, Volatility, Technical Analysis, Trading Strategies, Hedge Funds, Proprietary Trading, Trading Systems, Commodity Markets, Financial Markets, Risk Management, Equities, Swaps, Currency
Education
Fordham University 1992 — 1994
Susan E. Wagner High School 1988 — 1992
American Insurance Agencies Direct, Inc. September 2015 - Present
sinysports.com August 2015 - Present
Allstate August 2015 - Present
Hylan Datacom & Electrical October 2013 - Present
National Life Group January 2014 - May 2015
Bridgeton Group February 2012 - October 2013
R. P. Esposito & Co. May 1994 - February 2012
Skills
Life & Health Insurance..., Futures, Soft Commodities, Options, Trading, Options Strategies, Agriculture, Futures Trading, Market Analysis, Market Research, Allocations, Deal Execution, Order Taking, Clearing, Series 30, Building Surveying, Commodity Risk..., Hedging, Alternative Investments, Derivatives, Electronic Trading, Commodity, Volatility, Technical Analysis, Trading Strategies, Hedge Funds, Proprietary Trading, Trading Systems, Commodity Markets, Financial Markets, Risk Management, Equities, Swaps, Currency
Education
Fordham University 1992 — 1994
Susan E. Wagner High School 1988 — 1992
Jana (Olesky) Riddle, MIBA's National Life Group Experience August 2011 - May 2012
Job IT Project Manager
Industry Government Administration
Experience
State of Vermont June 2012 - Present
National Life Group August 2011 - May 2012
National Life Group August 2011 - September 2011
Skills
Process Improvement, Project Management, Business Analysis, Risk Management, Enterprise Risk..., Microsoft Office, Auditing, Management, Internal Controls, Insurance, Project Planning, Software Documentation, Leadership, Team Building, SharePoint, Sarbanes-Oxley Act, Financial Risk, Internal Audit, OnBase, Business Communications, Managerial Finance, Finance, Vendor Management, Visio, Policy, Business Process, Testing, Analysis, Program Management, Training, Risk Assessment, Databases, MAR Compliance, Financial Project..., Lawson, Staff Training, Risk, SOX, Audit, Master Insurance..., Compliance, MAR, Process Engineering, Requirements Gathering, Requirements Analysis, Operational Risk..., Request for Proposals..., Communication, Contract Management
Education
Granite State College 2012 — 2015
Master's Degree, Leadership, with a Project Management concentration, 4.0 GPA
Norwich University 2004 — 2007
Bachelor of Science, Accounting
Norwich University 2004 — 2007
Bachelor of Science, Business Management
State of Vermont June 2012 - Present
National Life Group August 2011 - May 2012
National Life Group August 2011 - September 2011
Skills
Process Improvement, Project Management, Business Analysis, Risk Management, Enterprise Risk..., Microsoft Office, Auditing, Management, Internal Controls, Insurance, Project Planning, Software Documentation, Leadership, Team Building, SharePoint, Sarbanes-Oxley Act, Financial Risk, Internal Audit, OnBase, Business Communications, Managerial Finance, Finance, Vendor Management, Visio, Policy, Business Process, Testing, Analysis, Program Management, Training, Risk Assessment, Databases, MAR Compliance, Financial Project..., Lawson, Staff Training, Risk, SOX, Audit, Master Insurance..., Compliance, MAR, Process Engineering, Requirements Gathering, Requirements Analysis, Operational Risk..., Request for Proposals..., Communication, Contract Management
Education
Granite State College 2012 — 2015
Master's Degree, Leadership, with a Project Management concentration, 4.0 GPA
Norwich University 2004 — 2007
Bachelor of Science, Accounting
Norwich University 2004 — 2007
Bachelor of Science, Business Management
Ashley McKhann Ashley McKhann's National Life Group Experience December 2010 - April 2011
Job Graduate Student in Biostatistcs at Harvard School of Public Health
Industry Higher Education
Experience
Harvard School of Public Health August 2014 - Present
Gordon Research Conferences January 2013 - August 2014
Vertek June 2011 - December 2012
University of Vermont January 2010 - May 2011
University of Vermont January 2009 - May 2011
National Life Group December 2010 - April 2011
Gordon Research Conferences May 2009 - August 2009
Skills
Data Analysis, Budgets, Microsoft Office, Management, Research, Analysis, Process Improvement, Team Leadership, Public Speaking, Marketing
Education
Harvard T.H. Chan School of Public Health 2014 — 2016
Master of Science (M.S.), Biostatistics
University of Vermont 2007 — 2011
B.S., Mathematics
Harvard School of Public Health August 2014 - Present
Gordon Research Conferences January 2013 - August 2014
Vertek June 2011 - December 2012
University of Vermont January 2010 - May 2011
University of Vermont January 2009 - May 2011
National Life Group December 2010 - April 2011
Gordon Research Conferences May 2009 - August 2009
Skills
Data Analysis, Budgets, Microsoft Office, Management, Research, Analysis, Process Improvement, Team Leadership, Public Speaking, Marketing
Education
Harvard T.H. Chan School of Public Health 2014 — 2016
Master of Science (M.S.), Biostatistics
University of Vermont 2007 — 2011
B.S., Mathematics
Katherine Fritz Katherine Fritz's National Life Group Experience 2014 - 2015
Job MBA, National Life Group
Industry Financial Services
Experience
Multi Packaging Solutions May 2015 - Present
Freelance Marketing Consultant 2014 - Present
National Life Group 2014 - 2015
National Life Group 2012 - 2014
Northwestern Mutual 2012 - 2012
Habitat for Humanity East Bay 2009 - 2010
Skills
Public Speaking, Research, Writing, Editing, Sustainability, Business Strategy, Event Planning, Marketing, Leadership Development, Teamwork, Social Networking, Entrepreneurship, Microsoft Office, Microsoft Excel, Organizational..., Strategic Planning, Fundraising, Social Media, Coaching, Small Business, Proposal Writing, Staff Development, Nonprofits, Budgets, Facebook, Event Management, Leadership, Teaching, Sales, Community Outreach, Public Relations, Project Management, Training, Management, Social Media Marketing, Marketing Strategy, Program Management, Marketing Communications, Team Building, Community Development, Time Management, Customer Service, Analysis, Policy, Strategy, Business Planning, Business Development, Email Marketing, Team Leadership, Management Consulting
Education
Marlboro College Graduate School 2011 — 2014
MBA
Eckerd College 2000 — 2004
B.A., Environmental Studies and Biology, Graduated Summa Cum Laude
Proctor Academy 1998 — 2000
High School Diploma, Graduated with high honors, Graduated with High Honors
Multi Packaging Solutions May 2015 - Present
Freelance Marketing Consultant 2014 - Present
National Life Group 2014 - 2015
National Life Group 2012 - 2014
Northwestern Mutual 2012 - 2012
Habitat for Humanity East Bay 2009 - 2010
Skills
Public Speaking, Research, Writing, Editing, Sustainability, Business Strategy, Event Planning, Marketing, Leadership Development, Teamwork, Social Networking, Entrepreneurship, Microsoft Office, Microsoft Excel, Organizational..., Strategic Planning, Fundraising, Social Media, Coaching, Small Business, Proposal Writing, Staff Development, Nonprofits, Budgets, Facebook, Event Management, Leadership, Teaching, Sales, Community Outreach, Public Relations, Project Management, Training, Management, Social Media Marketing, Marketing Strategy, Program Management, Marketing Communications, Team Building, Community Development, Time Management, Customer Service, Analysis, Policy, Strategy, Business Planning, Business Development, Email Marketing, Team Leadership, Management Consulting
Education
Marlboro College Graduate School 2011 — 2014
MBA
Eckerd College 2000 — 2004
B.A., Environmental Studies and Biology, Graduated Summa Cum Laude
Proctor Academy 1998 — 2000
High School Diploma, Graduated with high honors, Graduated with High Honors
Daniel José Custódio's National Life Group Experience January 2012 - September 2012
Job Executive | Shingo Sensei | Influencer
Industry Hospital & Health Care
Experience
Cooley Dickinson Hospital September 2015 - Present
Cooley Dickinson Hospital February 2015 - Present
Neon Entertainment January 2009 - Present
Voya Financial September 2012 - February 2015
Slam Nahuatl 2007 - 2013
National Life Group January 2012 - September 2012
Capital One April 2011 - January 2012
Bank of America Merchant Services August 2010 - April 2011
Capital One September 2009 - October 2010
TizMedia June 2007 - June 2009
Skills
Lean Manufacturing, Lean Initiatives, Six Sigma, Project Management, Process Improvement, Operations Management, Value Stream Mapping, Hoshin Kanri, Pull System, Kanban, Business Process, Management, Leadership, Strategy, Program Management, Change Management, Operational Excellence, Continuous Improvement, Visual Management, Meditation, Yoga, Training Delivery, Holistic Life Coaching
Education
MIT 2012 — 2012
Architecting the Future Enterprise, Short Program
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, General Management, Entrepreneurship
Hamilton College 1996 — 2000
Bachelor of Arts, Mathematics
Sleepy Hollow High School 1992 — 1996
Cooley Dickinson Hospital September 2015 - Present
Cooley Dickinson Hospital February 2015 - Present
Neon Entertainment January 2009 - Present
Voya Financial September 2012 - February 2015
Slam Nahuatl 2007 - 2013
National Life Group January 2012 - September 2012
Capital One April 2011 - January 2012
Bank of America Merchant Services August 2010 - April 2011
Capital One September 2009 - October 2010
TizMedia June 2007 - June 2009
Skills
Lean Manufacturing, Lean Initiatives, Six Sigma, Project Management, Process Improvement, Operations Management, Value Stream Mapping, Hoshin Kanri, Pull System, Kanban, Business Process, Management, Leadership, Strategy, Program Management, Change Management, Operational Excellence, Continuous Improvement, Visual Management, Meditation, Yoga, Training Delivery, Holistic Life Coaching
Education
MIT 2012 — 2012
Architecting the Future Enterprise, Short Program
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, General Management, Entrepreneurship
Hamilton College 1996 — 2000
Bachelor of Arts, Mathematics
Sleepy Hollow High School 1992 — 1996
Brad Mandeville's National Life Group Experience February 2007 - August 2007
Job Licensed Realtor at RE/MAX
Industry Real Estate
Experience
RE/MAX January 2015 - Present
SelectQuote Insurance Services December 2007 - November 2010
National Life Group February 2007 - August 2007
MetLife May 2005 - February 2007
Prudential Financial September 2003 - May 2005
UNISYS CORPORATION July 2001 - September 2003
UNISYS CORPORATION July 2001 - September 2003
Skills
Recruiting, Strategy, Management, Program Management, Training, Account Management, Marketing, Team Building, New Business Development, Strategic Planning
Education
Illinois Institute of Technology 1998 — 1999
MBA, MARKETING, 3.6/4.0 GPA
Monmouth College 1994 — 1998
BA, BUSINESS ADMINSTRATION, ECONOMICS, 3.4/4.0 GPA
RE/MAX January 2015 - Present
SelectQuote Insurance Services December 2007 - November 2010
National Life Group February 2007 - August 2007
MetLife May 2005 - February 2007
Prudential Financial September 2003 - May 2005
UNISYS CORPORATION July 2001 - September 2003
UNISYS CORPORATION July 2001 - September 2003
Skills
Recruiting, Strategy, Management, Program Management, Training, Account Management, Marketing, Team Building, New Business Development, Strategic Planning
Education
Illinois Institute of Technology 1998 — 1999
MBA, MARKETING, 3.6/4.0 GPA
Monmouth College 1994 — 1998
BA, BUSINESS ADMINSTRATION, ECONOMICS, 3.4/4.0 GPA
Jennifer Speirs Jennifer Speirs's National Life Group Experience June 2015 - August 2015
Job Event Management Major Interested In Corporate Event Planning Opportunities
Industry Hospitality
Experience
National Life Group June 2015 - August 2015
The Ocean House June 2014 - August 2014
Saphire Event Group June 2014 - August 2014
National Life Group June 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Social Media, Event Planning, Event Management
Education
Johnson & Wales University 2013 — 2016
Sports/Entertainment/Event Management
National Life Group June 2015 - August 2015
The Ocean House June 2014 - August 2014
Saphire Event Group June 2014 - August 2014
National Life Group June 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Social Media, Event Planning, Event Management
Education
Johnson & Wales University 2013 — 2016
Sports/Entertainment/Event Management
Christian Penny Christian Penny's National Life Group Experience June 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
National Life Group June 2015 - Present
Craft Assets Capitol January 2015 - June 2015
Woodstock Financial Group, Inc. 2014 - 2015
Charter Air Transportation Services Inc. October 2008 - September 2013
SkyWest Airlines October 2005 - October 2008
Skills
Commercial Aviation, Aviation, Flight Safety, Flights, Airlines, Airports, Series 7, Series 63, Series 65, Investments, Wealth Management, Equities, Securities, Charter, Aircraft, Civil Aviation, Customer Service
Education
Dowling College 2000 — 2004
Bachelor of Science (B.S.), Aeronautics/Aviation/Aerospace Science and Technology and Finance
National Life Group June 2015 - Present
Craft Assets Capitol January 2015 - June 2015
Woodstock Financial Group, Inc. 2014 - 2015
Charter Air Transportation Services Inc. October 2008 - September 2013
SkyWest Airlines October 2005 - October 2008
Skills
Commercial Aviation, Aviation, Flight Safety, Flights, Airlines, Airports, Series 7, Series 63, Series 65, Investments, Wealth Management, Equities, Securities, Charter, Aircraft, Civil Aviation, Customer Service
Education
Dowling College 2000 — 2004
Bachelor of Science (B.S.), Aeronautics/Aviation/Aerospace Science and Technology and Finance
Karyn O'Connor, CFP® Karyn O'Connor, CFP®'s National Life Group Experience August 2014 - Present
Job Director of Field Development at National Life Group
Industry Financial Services
Experience
National Life Group August 2014 - Present
Centinel Financial Group, LLC January 1990 - August 2014
John Hancock Financial Network January 1990 - March 2011
The MONY Group July 1982 - December 1989
Education
College for Financial Planning 1986 — 1989
CFP, Financial Planning
Mott Community College 1969 — 1971
National Life Group August 2014 - Present
Centinel Financial Group, LLC January 1990 - August 2014
John Hancock Financial Network January 1990 - March 2011
The MONY Group July 1982 - December 1989
Education
College for Financial Planning 1986 — 1989
CFP, Financial Planning
Mott Community College 1969 — 1971
Samuel Barton, CLU, ChFC Samuel Barton, CLU, ChFC's National Life Group Experience April 2015 - Present
Job Advanced Sales Specialist at the National Life Group
Industry Insurance
Experience
National Life Group April 2015 - Present
National Life Group February 2012 - March 2015
National Life Group May 2010 - February 2012
Duke University May 2009 - June 2009
Skills
Investments, Microsoft Office, Financial Planning, Research, Business Strategy, Life Insurance, Fixed Annuities, Indexed Annuities, Strategic Financial..., Retirement, Retirement Planning, Employee Benefits, Disability Insurance, Small Business, Health Insurance
Education
The American College 2010 — 2012
CLU, ChFC, Financial Planning and Services
Duke University 2006 — 2010
B.S., Economics
Peoples Academy 2002 — 2006
National Life Group April 2015 - Present
National Life Group February 2012 - March 2015
National Life Group May 2010 - February 2012
Duke University May 2009 - June 2009
Skills
Investments, Microsoft Office, Financial Planning, Research, Business Strategy, Life Insurance, Fixed Annuities, Indexed Annuities, Strategic Financial..., Retirement, Retirement Planning, Employee Benefits, Disability Insurance, Small Business, Health Insurance
Education
The American College 2010 — 2012
CLU, ChFC, Financial Planning and Services
Duke University 2006 — 2010
B.S., Economics
Peoples Academy 2002 — 2006
Daniel Ali Daniel Ali's National Life Group Experience February 2014 - Present
Job Life Insurance, Annuities, Indexed Investments, Pension Maximization, Retirement and Financial Planning
Industry Financial Services
Experience
National Life Group February 2014 - Present
Jersey City Department of Recreation September 2013 - Present
Gatekeeper Consulting Services March 2012 - Present
City International Football Academy (CIFA) August 2008 - Present
Securus Final Expense Marketing September 2013 - November 2014
American Income Life Insurance Company May 2013 - August 2013
Credit Advocates August 2011 - April 2013
Skills
Life Insurance, Indexed Annuities, Variable Annuities, Qualified Retirement..., Term Life Insurance, Retirement Plan..., Financial Analysis, Whole Life, Final Expense Planning, Pension Maximization, Indexed Investments, Indexed Universal Life, Customer Service, Microsoft Excel, Microsoft Office, Management, Microsoft Word, English, Windows, Research, PowerPoint, Fixed Annuities, Retirement, Financial Planning, Insurance, Investments, Leadership, Sales, Team Building, Small Business
Education
Howard University
Journalism
National Life Group February 2014 - Present
Jersey City Department of Recreation September 2013 - Present
Gatekeeper Consulting Services March 2012 - Present
City International Football Academy (CIFA) August 2008 - Present
Securus Final Expense Marketing September 2013 - November 2014
American Income Life Insurance Company May 2013 - August 2013
Credit Advocates August 2011 - April 2013
Skills
Life Insurance, Indexed Annuities, Variable Annuities, Qualified Retirement..., Term Life Insurance, Retirement Plan..., Financial Analysis, Whole Life, Final Expense Planning, Pension Maximization, Indexed Investments, Indexed Universal Life, Customer Service, Microsoft Excel, Microsoft Office, Management, Microsoft Word, English, Windows, Research, PowerPoint, Fixed Annuities, Retirement, Financial Planning, Insurance, Investments, Leadership, Sales, Team Building, Small Business
Education
Howard University
Journalism
Robert Nault's National Life Group Experience September 2012 - January 2013
Job National Account Manager at Wire and Cable To Go, LLC.
Industry Electrical/Electronic Manufacturing
Experience
Wire & Cable To Go, LLC. March 2014 - May 2015
Wintrust Financial Corporation February 2013 - February 2014
National Life Group September 2012 - January 2013
Bob O' Link Golf Club 2001 - 2013
Skills
Management, Manufacturing, Engineering, Energy, Renewable Energy, Electricians, New Business Development, E-commerce, Sales Management, Financial Strategies, Finance, Business Planning
Education
Indiana University Bloomington 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Highland Park High School 2004 — 2008
Wire & Cable To Go, LLC. March 2014 - May 2015
Wintrust Financial Corporation February 2013 - February 2014
National Life Group September 2012 - January 2013
Bob O' Link Golf Club 2001 - 2013
Skills
Management, Manufacturing, Engineering, Energy, Renewable Energy, Electricians, New Business Development, E-commerce, Sales Management, Financial Strategies, Finance, Business Planning
Education
Indiana University Bloomington 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Highland Park High School 2004 — 2008
Joshua Littrell Joshua Littrell's National Life Group Experience January 2013 - April 2014
Job Bringing awareness and reducing deaths associated with accidental overdose and suicide from PTSD. WIth medical Cannabis.
Industry Alternative Medicine
Experience
Veterans For Cannabis 2014 - Present
Swift Staffing-Tupelo, Memphis, Nashville, Atlanta, Chicago, Dallas, Birmingham, HornLake,Batesville July 2014 - February 2015
Waterfall Country Club 2015 - 2015
Waterfall Country Club 2015 - 2015
Veterans For Cannabis 2014 - 2015
National Life Group January 2013 - April 2014
National Life Group November 2011 - January 2013
Stratton and Associates January 2007 - August 2011
USAF November 1999 - December 2005
Skills
Negotiation, Financial Education, Financial Services, New Business Development, Selling, Life Insurance, Customer Service, Time Management, Insurance, Microsoft Office, Sales Management, Public Speaking, Retirement, Microsoft Excel, Teamwork, Term Life Insurance, Fixed Annuities, Retirement Planning, Social Networking, Whole Life, Salesforce.com, Advertising, Event Planning, Strategic Financial..., 401k Rollovers, Marketing Communications, Estate Planning, Business Strategy, Coaching, Underwriting, Social Media, Training, Process Improvement, Universal Life, Marketing Strategy, Recruiting, PowerPoint, Management, Strategic Planning, Sales, Account Management, Disability Insurance, Employee Benefits, Sales Operations, Small Business, Team Building
Education
Georgia Gwinnett College 2008 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Georgia - Terry College of Business 2007 — 2008
Real Estate
Georgia Perimeter College 2006 — 2007
AS, Business
Rabun County High School
Veterans For Cannabis 2014 - Present
Swift Staffing-Tupelo, Memphis, Nashville, Atlanta, Chicago, Dallas, Birmingham, HornLake,Batesville July 2014 - February 2015
Waterfall Country Club 2015 - 2015
Waterfall Country Club 2015 - 2015
Veterans For Cannabis 2014 - 2015
National Life Group January 2013 - April 2014
National Life Group November 2011 - January 2013
Stratton and Associates January 2007 - August 2011
USAF November 1999 - December 2005
Skills
Negotiation, Financial Education, Financial Services, New Business Development, Selling, Life Insurance, Customer Service, Time Management, Insurance, Microsoft Office, Sales Management, Public Speaking, Retirement, Microsoft Excel, Teamwork, Term Life Insurance, Fixed Annuities, Retirement Planning, Social Networking, Whole Life, Salesforce.com, Advertising, Event Planning, Strategic Financial..., 401k Rollovers, Marketing Communications, Estate Planning, Business Strategy, Coaching, Underwriting, Social Media, Training, Process Improvement, Universal Life, Marketing Strategy, Recruiting, PowerPoint, Management, Strategic Planning, Sales, Account Management, Disability Insurance, Employee Benefits, Sales Operations, Small Business, Team Building
Education
Georgia Gwinnett College 2008 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Georgia - Terry College of Business 2007 — 2008
Real Estate
Georgia Perimeter College 2006 — 2007
AS, Business
Rabun County High School
Sandy (Kent) Travis Sandy (Kent) Travis's National Life Group Experience July 2009 - Present
Job GoalsBased Financial Advisor
Industry Financial Services
Experience
Equity Services, Inc. October 2010 - Present
National Life Group July 2009 - Present
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Executive Benefits, Employee Benefits, Key-Person Insurance
Education
DePaul University 2013 — 2014
Certificate, Financial Planning
University of Iowa 2007 — 2009
BA
University of Kansas 2005 — 2007
Hinsdale Central 2001 — 2005
Equity Services, Inc. October 2010 - Present
National Life Group July 2009 - Present
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Executive Benefits, Employee Benefits, Key-Person Insurance
Education
DePaul University 2013 — 2014
Certificate, Financial Planning
University of Iowa 2007 — 2009
BA
University of Kansas 2005 — 2007
Hinsdale Central 2001 — 2005
Allen N. Hansen Jr. Allen N. Hansen Jr.'s National Life Group Experience January 2008 - May 2012
Job Senior Vice President Enterprise at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor March 2015 - Present
Individual Financial Services and Life Insurance June 2012 - Present
National Life Group January 2008 - May 2012
National Life Group 2004 - 2008
Nationwide Financial/Provident Mutual Life Ins. Co. 1998 - 2004
Skills
Team Leadership, Leadership Development, Strategic Planning, Tactical Planning, Distribution Strategies, Sales Management, Communication Skills, Action Oriented, Product Development, Personal Financial..., Estate Planning, Business Continuity..., Team Building, Collaborative Problem..., Process Orientation, People-oriented, Executive Management, Field Work, Customer Oriented, Mentoring, Series 7, Series 24, Series 63, Selling, Teaching, Written & Oral..., Change Management, Retirement Planning
Education
The American College 1984 — 1987
Chartered Life Underwriter, Chartered Financial Consultant, Life Insurance and individual financial planning, Completed
Lehigh University - College of Business and Economics 1978 — 1980
Master of Business Administration (M.B.A.), Finance, General
Lafayette College 1971 — 1975
Bachelor of Arts (BA), Economics
Cheltenham High School 1969 — 1971
College Preparatory
eMoney Advisor March 2015 - Present
Individual Financial Services and Life Insurance June 2012 - Present
National Life Group January 2008 - May 2012
National Life Group 2004 - 2008
Nationwide Financial/Provident Mutual Life Ins. Co. 1998 - 2004
Skills
Team Leadership, Leadership Development, Strategic Planning, Tactical Planning, Distribution Strategies, Sales Management, Communication Skills, Action Oriented, Product Development, Personal Financial..., Estate Planning, Business Continuity..., Team Building, Collaborative Problem..., Process Orientation, People-oriented, Executive Management, Field Work, Customer Oriented, Mentoring, Series 7, Series 24, Series 63, Selling, Teaching, Written & Oral..., Change Management, Retirement Planning
Education
The American College 1984 — 1987
Chartered Life Underwriter, Chartered Financial Consultant, Life Insurance and individual financial planning, Completed
Lehigh University - College of Business and Economics 1978 — 1980
Master of Business Administration (M.B.A.), Finance, General
Lafayette College 1971 — 1975
Bachelor of Arts (BA), Economics
Cheltenham High School 1969 — 1971
College Preparatory
Todd McCaffray Todd McCaffray's National Life Group Experience June 2014 - Present
Job Security Operations at Equity Services, Inc.
Industry Financial Services
Experience
National Life Group June 2014 - Present
Envestnet, Inc June 2013 - May 2014
Working for an Independent Sales Representative August 2008 - June 2013
Northwestern Mutual May 2011 - September 2012
Gonzaga New Venture Lab September 2011 - May 2012
Volunteer Income Tax Assistance January 2012 - April 2012
Atlas Supply May 2009 - August 2010
Skills
Sales Management, PowerPoint, Marketing, Sales, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Market Research, Personal Finance, Financial Analysis, Financial Modeling, Budgets
Education
Gonzaga University - School of Business Administration 2008 — 2012
Bachelor of Business Administration, Finance, Human Resource Management, Marketing
National Life Group June 2014 - Present
Envestnet, Inc June 2013 - May 2014
Working for an Independent Sales Representative August 2008 - June 2013
Northwestern Mutual May 2011 - September 2012
Gonzaga New Venture Lab September 2011 - May 2012
Volunteer Income Tax Assistance January 2012 - April 2012
Atlas Supply May 2009 - August 2010
Skills
Sales Management, PowerPoint, Marketing, Sales, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Market Research, Personal Finance, Financial Analysis, Financial Modeling, Budgets
Education
Gonzaga University - School of Business Administration 2008 — 2012
Bachelor of Business Administration, Finance, Human Resource Management, Marketing
Bernadette Zitelli Bernadette Zitelli's National Life Group Experience April 2013 - Present
Job Recruiting Director, North Jersey Agency at National Life Group
Industry Financial Services
Experience
National Life Group April 2013 - Present
New England Financial of North Jersey November 2007 - October 2012
The Brentwood Group, Inc. November 2005 - November 2007
Skills
Recruiting, Sourcing, Executive Search, Applicant Tracking..., Onboarding, Internet Recruiting, Talent Acquisition, College Recruiting, Employee Relations, Insurance, Interviews, Employee Benefits, Talent Management, Technical Recruiting, Human Resources, Hiring, Interviewing, Telecommuting
Education
Fairleigh Dickinson University
Madison, NJ, Paralegal Certificate, ABA Approved
Fairleigh Dickinson University
Teaneck, NJ, Human Resource Management Certificate
Webster University
Master of Arts in Counseling (3 credits)
William Paterson University of New Jersey
BA, Psychology
National Life Group April 2013 - Present
New England Financial of North Jersey November 2007 - October 2012
The Brentwood Group, Inc. November 2005 - November 2007
Skills
Recruiting, Sourcing, Executive Search, Applicant Tracking..., Onboarding, Internet Recruiting, Talent Acquisition, College Recruiting, Employee Relations, Insurance, Interviews, Employee Benefits, Talent Management, Technical Recruiting, Human Resources, Hiring, Interviewing, Telecommuting
Education
Fairleigh Dickinson University
Madison, NJ, Paralegal Certificate, ABA Approved
Fairleigh Dickinson University
Teaneck, NJ, Human Resource Management Certificate
Webster University
Master of Arts in Counseling (3 credits)
William Paterson University of New Jersey
BA, Psychology
Nicholas P. Boylan Nicholas P. Boylan's National Life Group Experience 2014 - Present
Job Financial Representative
Industry Insurance
Experience
National Life Group 2014 - Present
True North Financial Solutions October 2009 - Present
MassMutual Financial Group October 2009 - June 2014
Northwestern Mutual Life May 1986 - October 2009
Skills
Disability Insurance, Retirement, Life Insurance, Long Term Care Insurance, Insurance, Key Person Insurance, Estate Planning...
Education
Columbia University in the City of New York 1982 — 1986
National Life Group 2014 - Present
True North Financial Solutions October 2009 - Present
MassMutual Financial Group October 2009 - June 2014
Northwestern Mutual Life May 1986 - October 2009
Skills
Disability Insurance, Retirement, Life Insurance, Long Term Care Insurance, Insurance, Key Person Insurance, Estate Planning...
Education
Columbia University in the City of New York 1982 — 1986
Jeffrey Todd Lindsey Jeffrey Todd Lindsey's National Life Group Experience January 2009 - December 2010
Job Lindsey Financial Group
Industry Financial Services
Experience
National Life Group January 2009 - December 2010
New York Life Insurance Company January 2006 - December 2008
Principal Financial Group January 2004 - December 2006
Phoenix Wealth Management January 2002 - December 2003
Northwestern Mutual January 1991 - December 2001
Sports Planinng Unlimited January 1991 - December 1992
Skills
Retirement, Fixed Annuities, Retirement Planning, Insurance
Education
Eastern Illinois University 1991 — 1992
BA, Public Relations
Southern Illinios University 1989 — 1991
PR
National Life Group January 2009 - December 2010
New York Life Insurance Company January 2006 - December 2008
Principal Financial Group January 2004 - December 2006
Phoenix Wealth Management January 2002 - December 2003
Northwestern Mutual January 1991 - December 2001
Sports Planinng Unlimited January 1991 - December 1992
Skills
Retirement, Fixed Annuities, Retirement Planning, Insurance
Education
Eastern Illinois University 1991 — 1992
BA, Public Relations
Southern Illinios University 1989 — 1991
PR
Darwin Roman's National Life Group Experience January 2015 - Present
Job Financial Services Professional at National Life Group
Industry Insurance
Experience
National Life Group January 2015 - Present
Senior Life Insurance Company March 2014 - November 2014
American Income Life July 2012 - October 2013
LA Fitness January 2007 - January 2009
Crunch Fitness 2003 - 2006
Skills
Disability Insurance, Retirement, Insurance, Employee Benefits, Estate Law, Long Term Care Insurance, Business Continuity..., Training, Term Life Insurance, Team Building, Customer Service, Life Insurance, Underwriting, Long-term Care, Health Insurance, 401k, Whole Life, Estate Planning, Sales, Risk Management, Property & Casualty..., Finance, Investments, Fixed Annuities, Universal Life, Retirement Planning, Financial Planners, Cold Calling, Coaching, Sales Management, Series 63, Customer Retention, Medicare, Direct Sales, Series 6, Account Management, Small Business, Mutual Funds, Strategic Financial..., Leadership, Selling, Brokers, Access, Financial Services
Education
Kean University 1998 — 2002
Business Management
Roselle Park High School 1994 — 1998
Institute of Management Accountants
National Life Group January 2015 - Present
Senior Life Insurance Company March 2014 - November 2014
American Income Life July 2012 - October 2013
LA Fitness January 2007 - January 2009
Crunch Fitness 2003 - 2006
Skills
Disability Insurance, Retirement, Insurance, Employee Benefits, Estate Law, Long Term Care Insurance, Business Continuity..., Training, Term Life Insurance, Team Building, Customer Service, Life Insurance, Underwriting, Long-term Care, Health Insurance, 401k, Whole Life, Estate Planning, Sales, Risk Management, Property & Casualty..., Finance, Investments, Fixed Annuities, Universal Life, Retirement Planning, Financial Planners, Cold Calling, Coaching, Sales Management, Series 63, Customer Retention, Medicare, Direct Sales, Series 6, Account Management, Small Business, Mutual Funds, Strategic Financial..., Leadership, Selling, Brokers, Access, Financial Services
Education
Kean University 1998 — 2002
Business Management
Roselle Park High School 1994 — 1998
Institute of Management Accountants
Bill Hansing's National Life Group Experience September 2015 - Present
Job General Agent at National Life Group
Industry Financial Services
Experience
National Life Group September 2015 - Present
Financial Partners in St. Charles Illinois January 2003 - Present
OneAmerica Financial Partners Inc. 2003 - September 2015
Bible Study Fellowship 2003 - 2015
CUNA Mutual Group January 1975 - December 2002
Education
University of Evansville 1973 — 1975
Indiana University Bloomington 1971 — 1973
National Life Group September 2015 - Present
Financial Partners in St. Charles Illinois January 2003 - Present
OneAmerica Financial Partners Inc. 2003 - September 2015
Bible Study Fellowship 2003 - 2015
CUNA Mutual Group January 1975 - December 2002
Education
University of Evansville 1973 — 1975
Indiana University Bloomington 1971 — 1973
Murali Krishna Kanna Murali Krishna Kanna's National Life Group Experience June 2013 - March 2015
Job Senior Applications Consultant at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group April 2015 - Present
National Life Group June 2013 - March 2015
Aspen Technology March 2011 - June 2013
The Hibbert Group April 2009 - March 2011
National City Bank April 2008 - March 2009
MyEvaluations.com June 2007 - April 2008
Skills
SQL, T-SQL, SSIS, SSRS, SSAS 2008, Hadoop, Hive, Apache Pig, Sqoop, JavaScript, HTML, VB.NET, ETL, SDLC, Business Intelligence, Data Warehousing
Education
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology (B.Tech.), Mechanical Engineering
UnitedHealth Group April 2015 - Present
National Life Group June 2013 - March 2015
Aspen Technology March 2011 - June 2013
The Hibbert Group April 2009 - March 2011
National City Bank April 2008 - March 2009
MyEvaluations.com June 2007 - April 2008
Skills
SQL, T-SQL, SSIS, SSRS, SSAS 2008, Hadoop, Hive, Apache Pig, Sqoop, JavaScript, HTML, VB.NET, ETL, SDLC, Business Intelligence, Data Warehousing
Education
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology (B.Tech.), Mechanical Engineering
Marcus Filardi Marcus Filardi's National Life Group Experience 2013 - Present
Job Financial Advisor and Business Consultant
Industry Financial Services
Experience
Guardian Life Insurance Company of America - Cen July 2014 - Present
park avenue securities May 2014 - Present
MFC Consulting LLC May 2013 - Present
National Life Group 2013 - Present
Northwestern Mutual September 2013 - June 2014
Brasif June 2010 - April 2013
Brex America LLC March 2008 - June 2010
Maquina de Vendas SA 2007 - 2008
Oi/Telemar 2003 - 2006
Anheuser-Busch InBev August 1995 - October 2001
Skills
Business Planning, New Business Development, Accounting, Financial Analysis, Management, Process Improvement, Strategy, Budgets, Risk Management, Project Planning, Supply Chain, Recruiting, Telecommunications, Finance, Financial Reporting, Business Development, Competitive Analysis, Pricing, CRM, Business Analysis, Business Strategy, Strategic Planning, Leadership, Sales, Negotiation, Investments, Team Leadership, Financial Services, Marketing, Project Management, Financial Planning, Financial Modeling, Business Intelligence
Education
University of San Francisco 2008 — 2009
Master in Supply Chain Management, Logistics, Materials, and Supply Chain Management
Ohio University 2004 — 2004
International Business Management, International Finance
INDG 2000 — 2001
Lean Six Sigma Black Belt, Statistics
Fundação Getulio Vargas / FGV 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
Universidade Catolica do Salvador 1990 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Guardian Life Insurance Company of America - Cen July 2014 - Present
park avenue securities May 2014 - Present
MFC Consulting LLC May 2013 - Present
National Life Group 2013 - Present
Northwestern Mutual September 2013 - June 2014
Brasif June 2010 - April 2013
Brex America LLC March 2008 - June 2010
Maquina de Vendas SA 2007 - 2008
Oi/Telemar 2003 - 2006
Anheuser-Busch InBev August 1995 - October 2001
Skills
Business Planning, New Business Development, Accounting, Financial Analysis, Management, Process Improvement, Strategy, Budgets, Risk Management, Project Planning, Supply Chain, Recruiting, Telecommunications, Finance, Financial Reporting, Business Development, Competitive Analysis, Pricing, CRM, Business Analysis, Business Strategy, Strategic Planning, Leadership, Sales, Negotiation, Investments, Team Leadership, Financial Services, Marketing, Project Management, Financial Planning, Financial Modeling, Business Intelligence
Education
University of San Francisco 2008 — 2009
Master in Supply Chain Management, Logistics, Materials, and Supply Chain Management
Ohio University 2004 — 2004
International Business Management, International Finance
INDG 2000 — 2001
Lean Six Sigma Black Belt, Statistics
Fundação Getulio Vargas / FGV 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
Universidade Catolica do Salvador 1990 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Corby Griffin's National Life Group Experience January 2010 - May 2011
Job Experienced Editor and Marketer
Industry Marketing and Advertising
Experience
Corby Griffin Consulting May 2011 - Present
National Life Group January 2010 - May 2011
Corby Griffin, Marketing/Editorial Consultant April 1998 - September 2008
Applied Business teleCommunications (ABC) August 1996 - September 1997
Bancroft-Whitney July 1994 - September 1996
Skills
Editing, Marketing Communications, Newsletters, Marketing, Press Releases, Public Relations
Education
John F. Kennedy University 1993 — 1994
none, transpersonal psychology
Holy Names University 1991 — 1992
MA, Comparative Religion
Tufts University 1980 — 1985
BA, cum laude, English, Classical Studies
University of London 1983 — 1984
Corby Griffin Consulting May 2011 - Present
National Life Group January 2010 - May 2011
Corby Griffin, Marketing/Editorial Consultant April 1998 - September 2008
Applied Business teleCommunications (ABC) August 1996 - September 1997
Bancroft-Whitney July 1994 - September 1996
Skills
Editing, Marketing Communications, Newsletters, Marketing, Press Releases, Public Relations
Education
John F. Kennedy University 1993 — 1994
none, transpersonal psychology
Holy Names University 1991 — 1992
MA, Comparative Religion
Tufts University 1980 — 1985
BA, cum laude, English, Classical Studies
University of London 1983 — 1984
Robert Cotton's National Life Group Experience April 2011 - March 2014
Job Executive Vice President & Chief Financial Officer National Life Group
Industry Insurance
Experience
National Life Group April 2011 - March 2014
National Life Group March 2006 - April 2011
National Life Group March 1995 - March 2006
National Life Group March 1993 - March 1995
Coopers & Lybrand September 1989 - March 1993
Education
University of Vermont 1997 — 2000
MBA, Finance
Clarkson University 1985 — 1989
B.S., Accounting
National Life Group April 2011 - March 2014
National Life Group March 2006 - April 2011
National Life Group March 1995 - March 2006
National Life Group March 1993 - March 1995
Coopers & Lybrand September 1989 - March 1993
Education
University of Vermont 1997 — 2000
MBA, Finance
Clarkson University 1985 — 1989
B.S., Accounting
Vishal Kapuria's National Life Group Experience August 2012 - Present
Job Entrepreneur
Industry Financial Services
Experience
National Life Group August 2012 - Present
MetLife June 2006 - January 2012
ICICI Bank 2002 - 2004
BPL Sanyo 1996 - 2001
Skills
Relationship Management, Cross Selling, Team Management, MIS, CRM, Vendor Management, Portfolio Management, Negotiation, Banking, Risk Management, Business Development
Education
Devi Ahilya Vishwavidyalaya 1994 — 1996
Master of Business Administration (M.B.A.)
The Maharaja Sayajirao University of Baroda 1991 — 1994
Bachelors, arts
I.P.C.L School 1980 — 1990
High School
National Life Group August 2012 - Present
MetLife June 2006 - January 2012
ICICI Bank 2002 - 2004
BPL Sanyo 1996 - 2001
Skills
Relationship Management, Cross Selling, Team Management, MIS, CRM, Vendor Management, Portfolio Management, Negotiation, Banking, Risk Management, Business Development
Education
Devi Ahilya Vishwavidyalaya 1994 — 1996
Master of Business Administration (M.B.A.)
The Maharaja Sayajirao University of Baroda 1991 — 1994
Bachelors, arts
I.P.C.L School 1980 — 1990
High School
Julie Atwood's National Life Group Experience May 2014 - Present
Job Training & Development Analyst at National Life Group
Industry Information Technology and Services
Experience
National Life Group May 2014 - Present
Dealer.com November 2012 - May 2014
Norwich University Applied Research Institutes January 2010 - November 2012
Independent Contractor January 2009 - January 2010
Teach.com Intellinex, LLC/Ernst & Young August 1999 - December 2003
The Integer Group April 1998 - July 1999
Julie R. Atwood July 1997 - 1998
SITEL Corporation January 1994 - June 1997
Skills
ADDIE, Learning Management, Instructional Design, Blended Learning, E-Learning, Hands-on Training, Captivate, Needs Analysis, Instructor-led Training, Editing, Camtasia, Adult Education, SnagIt, Content Development, Learning Management..., Performance Consulting, Technical Writing, Training Delivery, Technical Training, SCORM, Organizational Learning
Education
Metropolitan State University of Denver 1997 — 1998
Certificate of Multimedia Production
Gettysburg College 1986 — 1990
BA, Theatre Arts
SUNY Canton
AAS, Business Communications
National Life Group May 2014 - Present
Dealer.com November 2012 - May 2014
Norwich University Applied Research Institutes January 2010 - November 2012
Independent Contractor January 2009 - January 2010
Teach.com Intellinex, LLC/Ernst & Young August 1999 - December 2003
The Integer Group April 1998 - July 1999
Julie R. Atwood July 1997 - 1998
SITEL Corporation January 1994 - June 1997
Skills
ADDIE, Learning Management, Instructional Design, Blended Learning, E-Learning, Hands-on Training, Captivate, Needs Analysis, Instructor-led Training, Editing, Camtasia, Adult Education, SnagIt, Content Development, Learning Management..., Performance Consulting, Technical Writing, Training Delivery, Technical Training, SCORM, Organizational Learning
Education
Metropolitan State University of Denver 1997 — 1998
Certificate of Multimedia Production
Gettysburg College 1986 — 1990
BA, Theatre Arts
SUNY Canton
AAS, Business Communications
Hiroko Norder PMP, MBA's National Life Group Experience January 2004 - November 2005
Job Project Manager, Process Improvement Operations at Ricoh Americas Corporation
Industry Business Supplies and Equipment
Experience
Ricoh Americas Corporation May 2013 - Present
Ricoh Americas Corporation April 2011 - April 2013
New West Technologies, LLC November 2009 - March 2011
Western Union June 2008 - August 2008
New England Financial November 2005 - June 2007
National Life Group January 2004 - November 2005
Skills
Process Improvement, PMP, Six Sigma, Analysis, Business Planning, Risk Management, Financial Analysis, Program Management, Business Analysis, Project Management, Data Analysis, Management Consulting, Management, Operations Management, Cross-functional Team..., Business Process..., CRM, Strategy
Education
University of South Carolina - The Moore School of Business 2007 — 2009
MBA, Operations
Florida State University 1999 — 2003
BA, International Affairs
Ricoh Americas Corporation May 2013 - Present
Ricoh Americas Corporation April 2011 - April 2013
New West Technologies, LLC November 2009 - March 2011
Western Union June 2008 - August 2008
New England Financial November 2005 - June 2007
National Life Group January 2004 - November 2005
Skills
Process Improvement, PMP, Six Sigma, Analysis, Business Planning, Risk Management, Financial Analysis, Program Management, Business Analysis, Project Management, Data Analysis, Management Consulting, Management, Operations Management, Cross-functional Team..., Business Process..., CRM, Strategy
Education
University of South Carolina - The Moore School of Business 2007 — 2009
MBA, Operations
Florida State University 1999 — 2003
BA, International Affairs
Ross Sneyd's National Life Group Experience 2013 - 2015
Job Corporate communications at National Life Group
Industry Financial Services
Experience
The Comstock House Bed & Breakfast September 2005 - Present
National Life Group 2013 - 2015
National Life Group 2013 - 2015
National Life Group 2013 - 2015
Vermont Public Radio July 2008 - June 2013
The Associated Press 1989 - 2007
The Burlington Free Press 1987 - 1989
Lorain Journal 1985 - 1987
Education
Kent State University 1980 — 1984
The Comstock House Bed & Breakfast September 2005 - Present
National Life Group 2013 - 2015
National Life Group 2013 - 2015
National Life Group 2013 - 2015
Vermont Public Radio July 2008 - June 2013
The Associated Press 1989 - 2007
The Burlington Free Press 1987 - 1989
Lorain Journal 1985 - 1987
Education
Kent State University 1980 — 1984
Sarah Lord's National Life Group Experience 1999 - 2007
Job HR Business Partner at Seventh Generation
Industry Consumer Goods
Experience
Seventh Generation September 2011 - Present
Seventh Generation January 2010 - September 2011
Seventh Generation January 2008 - January 2010
National Life Group 1999 - 2007
Skills
Succession Planning, Talent Acquisition, Talent Management, Organizational..., Leadership Development, Employee Relations, Strategic Planning, Personnel Management, Onboarding, Performance Management, Employee Benefits, Deferred Compensation, Leadership, Management, Benefits Administration, Change Management, HRIS, Employee Training, Training, Human Resources, Recruiting, Workforce Planning, Organizational..., Coaching, Employee Engagement, Organizational Design, Conflict Resolution, Compensation & Benefit, Executive Coaching, Labor Relations, New Hire Orientations, HR Policies, Interviews, Career Development
Education
Dartmouth College 1989 — 1993
Bachelor of Arts (BA), Psychology
Seventh Generation September 2011 - Present
Seventh Generation January 2010 - September 2011
Seventh Generation January 2008 - January 2010
National Life Group 1999 - 2007
Skills
Succession Planning, Talent Acquisition, Talent Management, Organizational..., Leadership Development, Employee Relations, Strategic Planning, Personnel Management, Onboarding, Performance Management, Employee Benefits, Deferred Compensation, Leadership, Management, Benefits Administration, Change Management, HRIS, Employee Training, Training, Human Resources, Recruiting, Workforce Planning, Organizational..., Coaching, Employee Engagement, Organizational Design, Conflict Resolution, Compensation & Benefit, Executive Coaching, Labor Relations, New Hire Orientations, HR Policies, Interviews, Career Development
Education
Dartmouth College 1989 — 1993
Bachelor of Arts (BA), Psychology
Ben Merrill's National Life Group Experience January 1996 - December 2004
Job Account Executive at Kinney Pike Insurance
Industry Civic & Social Organization
Experience
Kinney Pike Insurance February 2013 - Present
Randolph Area Chamber of Commerce September 2011 - March 2013
National Life Group January 1996 - December 2004
National Life of Vermont 1997 - 2004
Skills
Writing, Public Relations, Strategic Planning, Copywriting, Marketing Communications, Insurance
Education
Gordon College 1980 — 1982
BA, English
Colby College 1978 — 1980
BA, English
Kinney Pike Insurance February 2013 - Present
Randolph Area Chamber of Commerce September 2011 - March 2013
National Life Group January 1996 - December 2004
National Life of Vermont 1997 - 2004
Skills
Writing, Public Relations, Strategic Planning, Copywriting, Marketing Communications, Insurance
Education
Gordon College 1980 — 1982
BA, English
Colby College 1978 — 1980
BA, English
Sandra Meyerhofer's National Life Group Experience September 2013 - Present
Job Director, Strategic Projects at National Life Group
Industry Insurance
Experience
National Life Group September 2013 - Present
National Life Group February 2012 - September 2013
The Hartford September 2009 - March 2012
The Hartford December 2007 - September 2009
The Hartford January 2004 - November 2007
Web Solutions January 2000 - January 2004
The Hartford July 1996 - December 2000
Eastern Division January 1994 - January 1996
New York City Regional Office January 1990 - January 1994
Skills
Process Improvement, Insurance, Customer Service, Project Portfolio..., Operations, Billing, SDLC, Business Requirements, Change Management, Requirements Gathering, Business Process..., Invoicing, Program Management, Project Management, Six Sigma, Management Consulting, Project Planning, Leadership, Budgets, Call Centers, Business Analysis
Education
Connecticut College 1978 — 1982
BA, Psychology
National Life Group September 2013 - Present
National Life Group February 2012 - September 2013
The Hartford September 2009 - March 2012
The Hartford December 2007 - September 2009
The Hartford January 2004 - November 2007
Web Solutions January 2000 - January 2004
The Hartford July 1996 - December 2000
Eastern Division January 1994 - January 1996
New York City Regional Office January 1990 - January 1994
Skills
Process Improvement, Insurance, Customer Service, Project Portfolio..., Operations, Billing, SDLC, Business Requirements, Change Management, Requirements Gathering, Business Process..., Invoicing, Program Management, Project Management, Six Sigma, Management Consulting, Project Planning, Leadership, Budgets, Call Centers, Business Analysis
Education
Connecticut College 1978 — 1982
BA, Psychology
Shirley Thomas's National Life Group Experience October 2011 - August 2012
Job Administrative Assistant at The Urban League of Greater Dallas of North Texas
Industry Nonprofit Organization Management
Experience
The Urban League of Greater Dallas of North Texas November 2013 - Present
Mesuite ISD January 2013 - Present
National Life Group October 2011 - August 2012
Independent Care Giver November 2008 - December 2010
Susan G. Komen for the Cure July 1999 - June 2007
Skills
Community Outreach, Special Events, Budgeting, Research, PowerPoint, Word, Excel, Customer Service, Microsoft Office, Event Planning, Problem Solving, Administration, Non-profits, Fundraising, Administrative Support, Team Building, Event Management, Customer Relations, Negotiation, Inventory Management, Coordination, Microsoft Excel, Administrative..., Budgets, Volunteer Management, Nonprofits, Program Development, Change Management, Program Management, Sales Tax Auditor, Analysis, Data Entry, Marketing, Project Planning, Leadership, Training, Healthcare
Education
Dallas Baptist University 2003 — 2006
Bachelors, Business Studies in Management
UT Dallas in Richardson
Business Administration
The Urban League of Greater Dallas of North Texas November 2013 - Present
Mesuite ISD January 2013 - Present
National Life Group October 2011 - August 2012
Independent Care Giver November 2008 - December 2010
Susan G. Komen for the Cure July 1999 - June 2007
Skills
Community Outreach, Special Events, Budgeting, Research, PowerPoint, Word, Excel, Customer Service, Microsoft Office, Event Planning, Problem Solving, Administration, Non-profits, Fundraising, Administrative Support, Team Building, Event Management, Customer Relations, Negotiation, Inventory Management, Coordination, Microsoft Excel, Administrative..., Budgets, Volunteer Management, Nonprofits, Program Development, Change Management, Program Management, Sales Tax Auditor, Analysis, Data Entry, Marketing, Project Planning, Leadership, Training, Healthcare
Education
Dallas Baptist University 2003 — 2006
Bachelors, Business Studies in Management
UT Dallas in Richardson
Business Administration
Fred Campbell-Mohn's National Life Group Experience April 1994 - June 2007
Job senior manager at KPMG
Industry Accounting
Experience
KPMG June 2007 - Present
National Life Group April 1994 - June 2007
Education
University of Vermont 2003 — 2006
MBA, Business
Georgetown University Law Center 1991 — 1994
LLM (Tax), Tax
University of Michigan Law School 1983 — 1986
JD
Northwestern University 1980 — 1983
BA, Mathematical Methods in the Social Sciences / Psychology
KPMG June 2007 - Present
National Life Group April 1994 - June 2007
Education
University of Vermont 2003 — 2006
MBA, Business
Georgetown University Law Center 1991 — 1994
LLM (Tax), Tax
University of Michigan Law School 1983 — 1986
JD
Northwestern University 1980 — 1983
BA, Mathematical Methods in the Social Sciences / Psychology
matthew rentz's National Life Group Experience June 2014 - Present
Job CONSULTANT2ND VICE PRESIDENT, MARKETING AND BUSINESS DEVELOPMENT at National Life Group
Industry Financial Services
Experience
National Life Group June 2014 - Present
AXA US January 2013 - May 2014
AXA Distributors September 2011 - December 2012
AXA Distributors August 2011 - September 2012
Sacred Heart University September 2003 - December 2009
Legg Mason May 2005 - December 2008
Manulife Wood Logan March 1997 - April 2005
John Hancock 1997 - 2005
Wood Logan/Manulife Financial/John Hancock 1997 - 2005
Skills
Product Management, Marketing, Cross-functional Team..., Marketing Strategy, Marketing Communications, Sales, Product Launch, Business Strategy, Product Development, Investments, Financial Services, Training, Mutual Funds, Project Management
Education
Iona College 1997 — 2000
MBA, Finance
Southern Connecticut State University 1989 — 1993
Bachelor of Science, Business Management
National Life Group June 2014 - Present
AXA US January 2013 - May 2014
AXA Distributors September 2011 - December 2012
AXA Distributors August 2011 - September 2012
Sacred Heart University September 2003 - December 2009
Legg Mason May 2005 - December 2008
Manulife Wood Logan March 1997 - April 2005
John Hancock 1997 - 2005
Wood Logan/Manulife Financial/John Hancock 1997 - 2005
Skills
Product Management, Marketing, Cross-functional Team..., Marketing Strategy, Marketing Communications, Sales, Product Launch, Business Strategy, Product Development, Investments, Financial Services, Training, Mutual Funds, Project Management
Education
Iona College 1997 — 2000
MBA, Finance
Southern Connecticut State University 1989 — 1993
Bachelor of Science, Business Management
Dan Brault LUTCF's National Life Group Experience February 2013 - Present
Job Internal Sales Associate at National Life Group
Industry Insurance
Experience
National Life Group February 2013 - Present
New York Life 2007 - January 2013
Farrell Distributing January 1988 - July 2007
Skills
Retirement Planning, 401k, Fixed Annuities, Retirement, Life Insurance, IRAs, Long-term Care, Mutual Funds, Sales, Series 63, Term Life Insurance
Education
Johnson State College 1978 — 1984
Batchelor of Arts, Business Management
Spaulding High School 1974 — 1978
National Life Group February 2013 - Present
New York Life 2007 - January 2013
Farrell Distributing January 1988 - July 2007
Skills
Retirement Planning, 401k, Fixed Annuities, Retirement, Life Insurance, IRAs, Long-term Care, Mutual Funds, Sales, Series 63, Term Life Insurance
Education
Johnson State College 1978 — 1984
Batchelor of Arts, Business Management
Spaulding High School 1974 — 1978
Christopher Krings's National Life Group Experience June 2007 - August 2009
Job Analyst Intl. Business & Finance
Industry Management Consulting
Experience
Nokian Tyres plc January 2011 - June 2012
Revision Military September 2009 - September 2010
National Life Group June 2007 - August 2009
Burton Snowboards February 2007 - June 2007
Sopher Investment Management November 2005 - February 2007
Morgan Stanley June 2004 - July 2005
New York Broker, Inc. December 1998 - March 2003
Bayerische Vereinsbank Capital Markets, Inc. August 1996 - December 1997
Skills
Investments, Portfolio Management, Pricing, Financial Analysis, Risk Management, Microsoft Excel, Business Analysis, Budget, Financial Modeling, Strategic Planning, Product Development, Financial Reporting, Process Improvement, Project Management, Business Strategy, Budgets, Forecasting, Mergers & Acquisitions, Cross-functional Team...
Education
University of Vermont 2008 — 2011
MBA, Business Administration
George Mason University 2000 — 2003
B.S., Finance
European Business School Oestrich-Winkel 1992 — 1996
International Business Management
Ecole supérieure de Commerce de Clermont-Ferrand 1994 — 1994
International Business Management
James Madison University - College of Business 1994 — 1994
International Business Management
Burgschule Nieder-Olm 1980 — 1984
Nokian Tyres plc January 2011 - June 2012
Revision Military September 2009 - September 2010
National Life Group June 2007 - August 2009
Burton Snowboards February 2007 - June 2007
Sopher Investment Management November 2005 - February 2007
Morgan Stanley June 2004 - July 2005
New York Broker, Inc. December 1998 - March 2003
Bayerische Vereinsbank Capital Markets, Inc. August 1996 - December 1997
Skills
Investments, Portfolio Management, Pricing, Financial Analysis, Risk Management, Microsoft Excel, Business Analysis, Budget, Financial Modeling, Strategic Planning, Product Development, Financial Reporting, Process Improvement, Project Management, Business Strategy, Budgets, Forecasting, Mergers & Acquisitions, Cross-functional Team...
Education
University of Vermont 2008 — 2011
MBA, Business Administration
George Mason University 2000 — 2003
B.S., Finance
European Business School Oestrich-Winkel 1992 — 1996
International Business Management
Ecole supérieure de Commerce de Clermont-Ferrand 1994 — 1994
International Business Management
James Madison University - College of Business 1994 — 1994
International Business Management
Burgschule Nieder-Olm 1980 — 1984
Lucy Hankinson's National Life Group Experience June 2013 - December 2013
Job Admission Counselor at Sterling College, Craftsbury Common, VT
Industry Higher Education
Experience
Sterling College, Craftsbury Common, VT July 2015 - Present
Rural Vermont December 2014 - July 2015
U.S. House of Representatives January 2014 - December 2014
Penn Quarter Sports Tavern August 2013 - February 2014
National Life Group June 2013 - December 2013
Peace Corps April 2011 - June 2013
National Life Group October 2010 - April 2011
Penn Quarter Sports Tavern April 2010 - September 2010
Austin Grill September 2009 - April 2010
Sterling College June 2009 - August 2009
Skills
Teaching, Public Speaking, Community Outreach, Strategic Planning, Grant Writing, Leadership Development, Program Development, Social Media, Nonprofits, Community Development, Leadership, Sustainable Agriculture, Fundraising, Policy Analysis, Blogging, Volunteer Management, Event Planning
Education
George Mason University 2009 — 2013
MPA, Public Administration - International Management
Sweet Briar College 2005 — 2009
BA, History, Environmental Studies
School for Field Studies 2007 — 2007
Sterling College, Craftsbury Common, VT July 2015 - Present
Rural Vermont December 2014 - July 2015
U.S. House of Representatives January 2014 - December 2014
Penn Quarter Sports Tavern August 2013 - February 2014
National Life Group June 2013 - December 2013
Peace Corps April 2011 - June 2013
National Life Group October 2010 - April 2011
Penn Quarter Sports Tavern April 2010 - September 2010
Austin Grill September 2009 - April 2010
Sterling College June 2009 - August 2009
Skills
Teaching, Public Speaking, Community Outreach, Strategic Planning, Grant Writing, Leadership Development, Program Development, Social Media, Nonprofits, Community Development, Leadership, Sustainable Agriculture, Fundraising, Policy Analysis, Blogging, Volunteer Management, Event Planning
Education
George Mason University 2009 — 2013
MPA, Public Administration - International Management
Sweet Briar College 2005 — 2009
BA, History, Environmental Studies
School for Field Studies 2007 — 2007
Jeff Knapp, CTP, MBA's National Life Group Experience May 2006 - July 2008
Job Treasury Operations Cash and Investment Manager at The CocaCola Company
Industry Food & Beverages
Experience
The Coca-Cola Company January 2014 - Present
The Coca-Cola Company August 2011 - Present
Morgan Stanley December 2009 - September 2011
Morgan Stanley July 2008 - December 2009
National Life Group May 2006 - July 2008
Skills
Financial Analysis, Cash Management, Sarbanes-Oxley Act, Forecasting, Financial Modeling, Account Reconciliation, Credit, Corporate Finance, Auditing, Financial Reporting, Strategic Financial...
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
MBA
Norwich University 2003 — 2007
BSC, Management & administration minors in accounting and finance
Norwich University 2003 — 2007
The Coca-Cola Company January 2014 - Present
The Coca-Cola Company August 2011 - Present
Morgan Stanley December 2009 - September 2011
Morgan Stanley July 2008 - December 2009
National Life Group May 2006 - July 2008
Skills
Financial Analysis, Cash Management, Sarbanes-Oxley Act, Forecasting, Financial Modeling, Account Reconciliation, Credit, Corporate Finance, Auditing, Financial Reporting, Strategic Financial...
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
MBA
Norwich University 2003 — 2007
BSC, Management & administration minors in accounting and finance
Norwich University 2003 — 2007
Carl Fortune's National Life Group Experience May 2015 - Present
Job Senior Information Security Analyst at National Life Group
Industry Information Technology and Services
Experience
National Life Group May 2015 - Present
Army National Guard March 2001 - Present
VT Army National Guard October 2008 - May 2015
US Department of Homeland Security January 2002 - October 2008
Skills
Security Clearance, Information Assurance, Network Security, Network Administration, CISSP, Security, DoD, Security+, DIACAP, Vulnerability Assessment
Education
Georgia Tech 1987 — 1991
Bachelor's degree, Civil Engineering
National Life Group May 2015 - Present
Army National Guard March 2001 - Present
VT Army National Guard October 2008 - May 2015
US Department of Homeland Security January 2002 - October 2008
Skills
Security Clearance, Information Assurance, Network Security, Network Administration, CISSP, Security, DoD, Security+, DIACAP, Vulnerability Assessment
Education
Georgia Tech 1987 — 1991
Bachelor's degree, Civil Engineering
Ricardo Alvarez's National Life Group Experience June 2001 - January 2007
Job Sr. Business Analyst at The Hartford
Industry Information Technology and Services
Experience
The Hartford October 2013 - Present
ISO New England March 2013 - October 2013
XL Group November 2012 - February 2013
Phoenix Wealth Management Ltd February 2012 - August 2012
Prudential Financial March 2011 - February 2012
Travelers June 2010 - March 2011
ING Nederland January 2010 - March 2010
VERTEX, Inc. January 2007 - February 2010
National Life Group June 2001 - January 2007
John Hancock Life Insurance Company (U.S.A.) 1999 - 2000
Skills
Business Requirements, Business Analysis, Business Process..., Project Management, MS Project, Software Quality..., Quality Management, Use Case Diagrams, Use Case Analysis, Context Diagrams, SQL, Visio, Microsoft Word, Microsoft Excel, Vantage-One, Navisys, Systems Analysis, Quality Assurance, SDLC, Requirements Gathering, Requirements Analysis, Vendor Management, Waterfall, Business Process, User Acceptance Testing, Process Improvement, Gap Analysis, Software Project..., Business Intelligence, Insurance, Software Documentation, PMP, Mainframe, Functional..., Financial Services, Data Warehousing, Change Management, Resource Management, Access, Risk Management, Consulting, Business Process..., Data Modeling, Analysis, Quality Center, Data Analysis, Crystal Reports, Business Process Mapping, Test Planning, Requirements Management
Education
Northwestern University 1981 — 1984
BS, Business
Colorado State University 1977 — 1979
The Hartford October 2013 - Present
ISO New England March 2013 - October 2013
XL Group November 2012 - February 2013
Phoenix Wealth Management Ltd February 2012 - August 2012
Prudential Financial March 2011 - February 2012
Travelers June 2010 - March 2011
ING Nederland January 2010 - March 2010
VERTEX, Inc. January 2007 - February 2010
National Life Group June 2001 - January 2007
John Hancock Life Insurance Company (U.S.A.) 1999 - 2000
Skills
Business Requirements, Business Analysis, Business Process..., Project Management, MS Project, Software Quality..., Quality Management, Use Case Diagrams, Use Case Analysis, Context Diagrams, SQL, Visio, Microsoft Word, Microsoft Excel, Vantage-One, Navisys, Systems Analysis, Quality Assurance, SDLC, Requirements Gathering, Requirements Analysis, Vendor Management, Waterfall, Business Process, User Acceptance Testing, Process Improvement, Gap Analysis, Software Project..., Business Intelligence, Insurance, Software Documentation, PMP, Mainframe, Functional..., Financial Services, Data Warehousing, Change Management, Resource Management, Access, Risk Management, Consulting, Business Process..., Data Modeling, Analysis, Quality Center, Data Analysis, Crystal Reports, Business Process Mapping, Test Planning, Requirements Management
Education
Northwestern University 1981 — 1984
BS, Business
Colorado State University 1977 — 1979
Tarik Algam's National Life Group Experience October 2007 - July 2010
Job Sr Client Services Representative at Paychex Payroll Company
Industry Financial Services
Experience
Paychex Payroll Company May 2013 - Present
The Legacy Senior Communities February 2012 - December 2012
National Life Group October 2007 - July 2010
New York Life Insurance Company May 1994 - October 2007
Skills
Life Insurance, Financial Services, Insurance, Analysis, Investment Strategies, Series 7, Change Management, Fixed Annuities, Long-term Care, Performance Management, Account Management
Education
Collin County Community College
Plano East Senior High School
Paychex Payroll Company May 2013 - Present
The Legacy Senior Communities February 2012 - December 2012
National Life Group October 2007 - July 2010
New York Life Insurance Company May 1994 - October 2007
Skills
Life Insurance, Financial Services, Insurance, Analysis, Investment Strategies, Series 7, Change Management, Fixed Annuities, Long-term Care, Performance Management, Account Management
Education
Collin County Community College
Plano East Senior High School
William (Rex) Hardin's National Life Group Experience November 2012 - November 2013
Job Automation Engineer at Bank of America
Industry Computer Software
Experience
Bank of America May 2015 - Present
Raytheon December 2014 - May 2015
Forest Technologies LLP November 2013 - November 2014
National Life Group November 2012 - November 2013
Digital Domain Holdings November 2010 - August 2012
Florida Institute of Technology 2009 - 2010
Enhanced Computers September 2006 - July 2007
PSL-PC January 2005 - August 2006
Skills
Customer Service, PHP, Perl, Computer Maintenance, HTML, Computer Hardware, Management, Software Development, Operating Systems, Web Development, VMware, Servers, CSS, Team Leadership, DNS, Java, Linux, Project Management, Visual Basic, Photoshop, VMware ESX, Microsoft SQL Server, Data Analysis, Windows Server, TCP/IP, Virtualization, Computer Repair, MySQL, VoIP, Computer Science, Windows 7, Python, Networking, XML, Shell Scripting, Network Administration, Software Engineering, OS X, Databases, Integration, C, Public Speaking, Program Management, Computer Security, Technical Writing, SQL, Security, Windows, C++, System Administration
Education
Florida Institute of Technology 2008 — 2012
CS, Computer Engineering, Computer Science, Psychology
Bank of America May 2015 - Present
Raytheon December 2014 - May 2015
Forest Technologies LLP November 2013 - November 2014
National Life Group November 2012 - November 2013
Digital Domain Holdings November 2010 - August 2012
Florida Institute of Technology 2009 - 2010
Enhanced Computers September 2006 - July 2007
PSL-PC January 2005 - August 2006
Skills
Customer Service, PHP, Perl, Computer Maintenance, HTML, Computer Hardware, Management, Software Development, Operating Systems, Web Development, VMware, Servers, CSS, Team Leadership, DNS, Java, Linux, Project Management, Visual Basic, Photoshop, VMware ESX, Microsoft SQL Server, Data Analysis, Windows Server, TCP/IP, Virtualization, Computer Repair, MySQL, VoIP, Computer Science, Windows 7, Python, Networking, XML, Shell Scripting, Network Administration, Software Engineering, OS X, Databases, Integration, C, Public Speaking, Program Management, Computer Security, Technical Writing, SQL, Security, Windows, C++, System Administration
Education
Florida Institute of Technology 2008 — 2012
CS, Computer Engineering, Computer Science, Psychology
Matt Riley, SPHR, SHRM-SCP's National Life Group Experience May 2015 - Present
Job Director of Talent Acquisition at National Life Group
Industry Insurance
Experience
National Life Group May 2015 - Present
Northern Power Systems April 2014 - May 2015
Bruegger's Bagels 2011 - April 2014
Bruegger's Bagels 2006 - 2011
Bruegger's Bagels 2001 - 2006
Financial Times 1999 - 2000
Deutsche Bank 1998 - 1999
Skills
Employee Relations, Leadership Development, Coaching, Hospitality, Talent Management, Recruiting, Strategic Planning, Personnel Management, Leadership, Human Resources, Hiring, Employee Engagement, Succession Planning, Onboarding, Talent Acquisition, Personal Development, Management, Training, Team Building
Education
Le Moyne College 1992 — 1996
BA, English
Le Moyne College 1992 — 1996
Bachelor's degree, English Literature, Anthropology, Theatre
National Life Group May 2015 - Present
Northern Power Systems April 2014 - May 2015
Bruegger's Bagels 2011 - April 2014
Bruegger's Bagels 2006 - 2011
Bruegger's Bagels 2001 - 2006
Financial Times 1999 - 2000
Deutsche Bank 1998 - 1999
Skills
Employee Relations, Leadership Development, Coaching, Hospitality, Talent Management, Recruiting, Strategic Planning, Personnel Management, Leadership, Human Resources, Hiring, Employee Engagement, Succession Planning, Onboarding, Talent Acquisition, Personal Development, Management, Training, Team Building
Education
Le Moyne College 1992 — 1996
BA, English
Le Moyne College 1992 — 1996
Bachelor's degree, English Literature, Anthropology, Theatre
Sanjeeth ch's National Life Group Experience December 2014 - Present
Job Prinicipal Business Consultant at NLG
Industry Information Technology and Services
Experience
National Life Group December 2014 - Present
NTT DATA Americas June 2013 - December 2014
NTT DATA Americas August 2010 - May 2013
HSBC August 2008 - July 2010
Skills
Microsoft SQL Server, ETL, SQL, SDLC, SSIS, Oracle, Informatica, Requirements Analysis, Business Analysis, Tableau, Business Objects, Analysis Services, Data Warehousing, PL/SQL, Databases, Requirements Gathering
Education
Jawaharlal Nehru Technological University 2002 — 2006
B.Tech, Electrical and Electronics Engineering
National Life Group December 2014 - Present
NTT DATA Americas June 2013 - December 2014
NTT DATA Americas August 2010 - May 2013
HSBC August 2008 - July 2010
Skills
Microsoft SQL Server, ETL, SQL, SDLC, SSIS, Oracle, Informatica, Requirements Analysis, Business Analysis, Tableau, Business Objects, Analysis Services, Data Warehousing, PL/SQL, Databases, Requirements Gathering
Education
Jawaharlal Nehru Technological University 2002 — 2006
B.Tech, Electrical and Electronics Engineering
Susan Sweetser's National Life Group Experience January 1990 - January 2002
Job Experienced Executive, Marketing/Branding Guru, Strategist with Successful Execution, Business Consultant, Lawyer
Industry Executive Office
Experience
Principal, Sweetser Consulting Group January 2010 - Present
Saint Michael's College January 1991 - Present
Our Lady of Providence Residential Care Facility 2010 - June 2012
MassMutual Financial Group January 2008 - December 2009
MassMutual Financial Group December 2006 - January 2008
MassMutual Financial Group September 2002 - December 2006
National Life Group January 1990 - January 2002
Vermont State Senator January 1993 - January 1997
National Council of State Legislators Law & Justice Committee January 1995 - January 1996
Gravel and Shea 1986 - 1990
Skills
Fundraising, Marketing Strategy, Budgeting, Employee Benefits, Retirement Planning, Executive Leadership, Business Strategy, Strategy Development, Strategic Communications, Strategic Thinking, Marketing Communications, Market Planning, Executive Management, Team Leadership, Leadership Development, Organizational..., Employment Law, LAMP, Operations Management, Strategic Planning, Business Planning, Team Building, Public Speaking, Negotiation, Leadership, Budgets, Strategy, Marketing, Time Management, Executive Coaching, Analysis, Public Relations, Change Management, Nonprofits, Training, Management Consulting, Coaching, Start-ups, Recruiting, Program Management, Process Improvement, Sales, Advertising, Organizational..., Employee Engagement, Entrepreneurship, Finance, Small Business, Social Networking, Business Development
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Leadership, Marketing, Strategy
Vermont Law School 1982 — 1985
JD, Corporate and Commercial Law
Center for Creative Leadership
Executive Leadership Programs
Johnson State College
BA, Double Major: Environmental Administration and Political Science
Northwestern University - Kellogg School of Management
Marketing and Sales - Executive Education Program
Principal, Sweetser Consulting Group January 2010 - Present
Saint Michael's College January 1991 - Present
Our Lady of Providence Residential Care Facility 2010 - June 2012
MassMutual Financial Group January 2008 - December 2009
MassMutual Financial Group December 2006 - January 2008
MassMutual Financial Group September 2002 - December 2006
National Life Group January 1990 - January 2002
Vermont State Senator January 1993 - January 1997
National Council of State Legislators Law & Justice Committee January 1995 - January 1996
Gravel and Shea 1986 - 1990
Skills
Fundraising, Marketing Strategy, Budgeting, Employee Benefits, Retirement Planning, Executive Leadership, Business Strategy, Strategy Development, Strategic Communications, Strategic Thinking, Marketing Communications, Market Planning, Executive Management, Team Leadership, Leadership Development, Organizational..., Employment Law, LAMP, Operations Management, Strategic Planning, Business Planning, Team Building, Public Speaking, Negotiation, Leadership, Budgets, Strategy, Marketing, Time Management, Executive Coaching, Analysis, Public Relations, Change Management, Nonprofits, Training, Management Consulting, Coaching, Start-ups, Recruiting, Program Management, Process Improvement, Sales, Advertising, Organizational..., Employee Engagement, Entrepreneurship, Finance, Small Business, Social Networking, Business Development
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Leadership, Marketing, Strategy
Vermont Law School 1982 — 1985
JD, Corporate and Commercial Law
Center for Creative Leadership
Executive Leadership Programs
Johnson State College
BA, Double Major: Environmental Administration and Political Science
Northwestern University - Kellogg School of Management
Marketing and Sales - Executive Education Program
Diana Burnie's National Life Group Experience December 2013 - Present
Job Senior Underwriter at Aviva plc
Industry Insurance
Experience
National Life Group December 2013 - Present
Allianz Life June 2007 - October 2010
Jackson National Life December 1997 - June 2007
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, English, Underwriting, EKG, SwissRe, GenRe
Education
Ferris State University 1981 — 1982
National Life Group December 2013 - Present
Allianz Life June 2007 - October 2010
Jackson National Life December 1997 - June 2007
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, English, Underwriting, EKG, SwissRe, GenRe
Education
Ferris State University 1981 — 1982
Michael MacNicoll's National Life Group Experience May 2007 - August 2007
Job Engineer at Maine Marine Composites
Industry Civil Engineering
Experience
Maine Marine Composites May 2013 - Present
Price Associates, Inc. January 2012 - May 2013
Beneco of WI, Inc. December 2009 - September 2010
Colby College January 2008 - May 2009
National Life Group May 2007 - August 2007
Skills
Modeling, Data Analysis, Fluid Dynamics, Mathematical Modeling, Statistics
Education
University of Maine 2011 — 2013
Master's Degree, Civil Engineering
Colby College 2005 — 2009
Bachelor's, Mathematical Science, Physics
Maine Marine Composites May 2013 - Present
Price Associates, Inc. January 2012 - May 2013
Beneco of WI, Inc. December 2009 - September 2010
Colby College January 2008 - May 2009
National Life Group May 2007 - August 2007
Skills
Modeling, Data Analysis, Fluid Dynamics, Mathematical Modeling, Statistics
Education
University of Maine 2011 — 2013
Master's Degree, Civil Engineering
Colby College 2005 — 2009
Bachelor's, Mathematical Science, Physics
David Weinbaum's National Life Group Experience 2009 - 2011
Job Member Service Representative at Choice Strategies a Division of Wage Works
Industry Financial Services
Experience
Choice Strategies a Division of Wage Works October 2012 - Present
National Life Group 2009 - 2011
Country Club of Vermont 2007 - 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Internet, Phone Etiquette, Professional..., Report Writing, Creative Writing, Microsoft Office, Computer Proficiency, Respect, Proficient Typing Skills, Friendly Personality, Communication Skills
Education
Johnson State College 2008 — 2012
Bachelor's degree, Business Administration and Management, General, GPA 3.94/4.0
Choice Strategies a Division of Wage Works October 2012 - Present
National Life Group 2009 - 2011
Country Club of Vermont 2007 - 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Internet, Phone Etiquette, Professional..., Report Writing, Creative Writing, Microsoft Office, Computer Proficiency, Respect, Proficient Typing Skills, Friendly Personality, Communication Skills
Education
Johnson State College 2008 — 2012
Bachelor's degree, Business Administration and Management, General, GPA 3.94/4.0
Edward P. Warner's National Life Group Experience November 2000 - October 2006
Job Financial Services Representative
Industry Financial Services
Experience
Nationwide Financial August 2007 - Present
MassMutual Financial Group October 2005 - August 2007
National Life Group November 2000 - October 2006
Prudential Financial April 1999 - November 2000
Skills
Investments, Insurance, Risk Management, Customer Service, Small Business, Retirement Planning, Retirement, Fixed Annuities, Budgets, Strategic Planning, Variable Annuities, IRAs, Life Insurance, Finance, Mutual Funds, Financial Services, Wealth Management
Education
Liberty University 1994 — 1998
Chittenango High School 1990 — 1994
Nationwide Financial August 2007 - Present
MassMutual Financial Group October 2005 - August 2007
National Life Group November 2000 - October 2006
Prudential Financial April 1999 - November 2000
Skills
Investments, Insurance, Risk Management, Customer Service, Small Business, Retirement Planning, Retirement, Fixed Annuities, Budgets, Strategic Planning, Variable Annuities, IRAs, Life Insurance, Finance, Mutual Funds, Financial Services, Wealth Management
Education
Liberty University 1994 — 1998
Chittenango High School 1990 — 1994
Bryce Healy's National Life Group Experience June 2011 - October 2012
Job Social Worker and Advocate
Industry Individual & Family Services
Experience
Pride TBI 2013 - Present
Smugglers Notch Distillery 2013 - Present
Otter Creek Child Center 2013 - 2013
National Life Group June 2011 - October 2012
National Life Group October 2009 - June 2011
Ithaca College 2005 - 2009
Goddard College May 2007 - August 2007
Redback Networks May 2006 - August 2006
Stone Environmental Inc. February 2002 - May 2005
Skills
Email Marketing, Social Media, Editing, Teaching, Integrated Marketing, Telephone Skills, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Creative Writing, Social Networking, Nonprofits, Community Outreach, Research, Event Planning, Customer Service, Leadership
Education
Ithaca College 2005 — 2009
B.A., Economics and Culture & Communications
Pride TBI 2013 - Present
Smugglers Notch Distillery 2013 - Present
Otter Creek Child Center 2013 - 2013
National Life Group June 2011 - October 2012
National Life Group October 2009 - June 2011
Ithaca College 2005 - 2009
Goddard College May 2007 - August 2007
Redback Networks May 2006 - August 2006
Stone Environmental Inc. February 2002 - May 2005
Skills
Email Marketing, Social Media, Editing, Teaching, Integrated Marketing, Telephone Skills, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Creative Writing, Social Networking, Nonprofits, Community Outreach, Research, Event Planning, Customer Service, Leadership
Education
Ithaca College 2005 — 2009
B.A., Economics and Culture & Communications
Tony Calcagni's National Life Group Experience January 1998 - February 2000
Job Global SAP Development Manager at Burton Snowboards
Industry Sporting Goods
Experience
Burton Snowboards March 2000 - Present
National Life Group January 1998 - February 2000
Skills
Mechanics, Invention, AFS, ABAP, SAP ERP, SAP Implementation, Mathematics, Problem Solving, Smartforms, IDOC, EDI, Wholesale, Product Design, SAP, Leadership, Business Intelligence, SAP MM, SAP SD, ECC, SAP R/3, Snowboarding, SAPScript, SD, SAP Netweaver, BAPI, SAP CRM, SAP Portal, SAP BI, ERP, Ski, Supply Chain Management, IDoc, Retail Marketing, Rapid Prototyping, Business Analysis, SAP BW, Supply Chain, Order Management, Business Objects, SAP XI
Education
Johnson State College 1989 — 1993
Bachelor's, Mathematics
Johnson State College 1988 — 1992
Bachelor of Science (BS), Mathematics
Burton Snowboards March 2000 - Present
National Life Group January 1998 - February 2000
Skills
Mechanics, Invention, AFS, ABAP, SAP ERP, SAP Implementation, Mathematics, Problem Solving, Smartforms, IDOC, EDI, Wholesale, Product Design, SAP, Leadership, Business Intelligence, SAP MM, SAP SD, ECC, SAP R/3, Snowboarding, SAPScript, SD, SAP Netweaver, BAPI, SAP CRM, SAP Portal, SAP BI, ERP, Ski, Supply Chain Management, IDoc, Retail Marketing, Rapid Prototyping, Business Analysis, SAP BW, Supply Chain, Order Management, Business Objects, SAP XI
Education
Johnson State College 1989 — 1993
Bachelor's, Mathematics
Johnson State College 1988 — 1992
Bachelor of Science (BS), Mathematics
Laslo Reed's National Life Group Experience June 2014 - Present
Job Annuity Accounting at National Life Group
Industry Insurance
Experience
National Life Group June 2014 - Present
Rexel Holdings USA, Corp. August 2012 - February 2013
Rexel Holdings USA, Corp. July 2010 - August 2012
Health Management Systems September 2009 - July 2010
Capital One April 2008 - April 2009
Skills
Oracle, Solar, Microsoft Office, Customer Service, Excel, GetPaid, Dunn & Bradstreet, Lexis, Accounts Receivable, Notary Public, Data Entry, Bad Debt, Accounts Payable, Credit Management, Microsoft Excel, Forecasting, Credit, Budgets, Accounting, Invoicing, Financial Analysis, Credit Analysis, Portfolio Management, Call Centers, Sales, Finance, Access, Analysis, Policy, Financial Reporting, PeopleSoft, Siebel
Education
Grambling State University 2004 — 2007
B.S., Marketing
National Life Group June 2014 - Present
Rexel Holdings USA, Corp. August 2012 - February 2013
Rexel Holdings USA, Corp. July 2010 - August 2012
Health Management Systems September 2009 - July 2010
Capital One April 2008 - April 2009
Skills
Oracle, Solar, Microsoft Office, Customer Service, Excel, GetPaid, Dunn & Bradstreet, Lexis, Accounts Receivable, Notary Public, Data Entry, Bad Debt, Accounts Payable, Credit Management, Microsoft Excel, Forecasting, Credit, Budgets, Accounting, Invoicing, Financial Analysis, Credit Analysis, Portfolio Management, Call Centers, Sales, Finance, Access, Analysis, Policy, Financial Reporting, PeopleSoft, Siebel
Education
Grambling State University 2004 — 2007
B.S., Marketing
Andra Tomsa's National Life Group Experience August 2012 - December 2012
Job Founder & President at Spare Change Inc.
Industry Fund-Raising
Experience
SPARE NYC December 2012 - Present
National Life Group August 2012 - December 2012
UBS Wealth Management June 2011 - December 2011
Skills
Economics, Bloomberg, Financial Modeling, Corporate Finance, Valuation, Bloomberg Terminal, Investments, Financial Analysis, Data Analysis, Finance, Capital Markets, Nonprofits, Emerging Markets, Econometrics, Due Diligence, Microsoft Excel, Microsoft Office, Public Speaking, Research, Social Media, Leadership, Social Networking, Event Planning
Education
Fordham University Graduate School of Arts and Sciences 2010 — 2011
Masters in International Political Economy and Development, Economics
Fordham University 2004 — 2008
BA, Economics
SPARE NYC December 2012 - Present
National Life Group August 2012 - December 2012
UBS Wealth Management June 2011 - December 2011
Skills
Economics, Bloomberg, Financial Modeling, Corporate Finance, Valuation, Bloomberg Terminal, Investments, Financial Analysis, Data Analysis, Finance, Capital Markets, Nonprofits, Emerging Markets, Econometrics, Due Diligence, Microsoft Excel, Microsoft Office, Public Speaking, Research, Social Media, Leadership, Social Networking, Event Planning
Education
Fordham University Graduate School of Arts and Sciences 2010 — 2011
Masters in International Political Economy and Development, Economics
Fordham University 2004 — 2008
BA, Economics
Claude Thomason's National Life Group Experience March 1986 - October 1987
Job Sales Professional
Industry Marketing and Advertising
Experience
hibu (formerly Yellowbook) May 2008 - June 2015
Security National Mortgage April 2007 - April 2008
Peoples Choice Home Loan October 2006 - March 2007
Equibanc Mortgage Corp November 2005 - October 2006
NovaStar Mortgage January 2004 - November 2005
AXA Advisors July 2003 - October 2003
CitiStreet, LLC January 1995 - February 2003
RBC Dain Rauscher October 1993 - October 1994
Prudential Financial, Inc October 1987 - October 1993
National Life Group March 1986 - October 1987
Skills
Sales, Management, Leadership, Research, Microsoft Excel, PowerPoint, Marketing, Strategic Planning, Public Speaking, Social Media, Marketing Strategy, New Business Development, Strategy
Education
North Carolina State University 1973 — 1976
Master of Science (MS), Biochemistry
Hampden-Sydney College 1969 — 1973
Bachelor of Science (BS), Chemistry
hibu (formerly Yellowbook) May 2008 - June 2015
Security National Mortgage April 2007 - April 2008
Peoples Choice Home Loan October 2006 - March 2007
Equibanc Mortgage Corp November 2005 - October 2006
NovaStar Mortgage January 2004 - November 2005
AXA Advisors July 2003 - October 2003
CitiStreet, LLC January 1995 - February 2003
RBC Dain Rauscher October 1993 - October 1994
Prudential Financial, Inc October 1987 - October 1993
National Life Group March 1986 - October 1987
Skills
Sales, Management, Leadership, Research, Microsoft Excel, PowerPoint, Marketing, Strategic Planning, Public Speaking, Social Media, Marketing Strategy, New Business Development, Strategy
Education
North Carolina State University 1973 — 1976
Master of Science (MS), Biochemistry
Hampden-Sydney College 1969 — 1973
Bachelor of Science (BS), Chemistry
Claudia Brousseau's National Life Group Experience 1999 - 2007
Job Corporate Tax Audit Specialist at State of Vermont, Tax Department
Industry Consumer Goods
Experience
State of Vermont, Tax Department January 2015 - Present
Bilodeau Wells and Company PC January 2012 - December 2014
Green Mountain Coffee Roasters August 2009 - January 2012
National Life Group 1999 - 2007
Merchants Trust Company 1994 - 1998
Skills
Accounting, Auditing, Financial Analysis, Tax, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, US GAAP, Internal Audit, SEC filings, Financial Accounting, Tax Preparation, GAAP, Tax Accounting, Managerial Finance, Budgets, Analysis, Revenue Recognition, Account Reconciliation, CPA, Strategic Financial..., QuickBooks, Sarbanes-Oxley, Accounts Payable, Tax Returns, Sales Tax, Corporate Tax, Payroll, Income Tax, Forecasting, Enterprise Risk..., Financial Modeling, Due Diligence, Fixed Assets, Cash Management, Mergers & Acquisitions, Financial Statements, Corporate Finance, Variance Analysis
Education
Golden Gate University 2002 — 2003
MS in Taxation, Tax
Norwich University 1986 — 1990
BS, accounting
State of Vermont, Tax Department January 2015 - Present
Bilodeau Wells and Company PC January 2012 - December 2014
Green Mountain Coffee Roasters August 2009 - January 2012
National Life Group 1999 - 2007
Merchants Trust Company 1994 - 1998
Skills
Accounting, Auditing, Financial Analysis, Tax, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, US GAAP, Internal Audit, SEC filings, Financial Accounting, Tax Preparation, GAAP, Tax Accounting, Managerial Finance, Budgets, Analysis, Revenue Recognition, Account Reconciliation, CPA, Strategic Financial..., QuickBooks, Sarbanes-Oxley, Accounts Payable, Tax Returns, Sales Tax, Corporate Tax, Payroll, Income Tax, Forecasting, Enterprise Risk..., Financial Modeling, Due Diligence, Fixed Assets, Cash Management, Mergers & Acquisitions, Financial Statements, Corporate Finance, Variance Analysis
Education
Golden Gate University 2002 — 2003
MS in Taxation, Tax
Norwich University 1986 — 1990
BS, accounting
Chuck Hurne's National Life Group Experience September 1993 - June 2006
Job
Industry
Experience
home April 2006 - Present
National Life Group September 1993 - June 2006
Education
Houghton College 1965 — 1970
Bachelor's degree, Psychology/French, 3.25
home April 2006 - Present
National Life Group September 1993 - June 2006
Education
Houghton College 1965 — 1970
Bachelor's degree, Psychology/French, 3.25
Jessica Darling's National Life Group Experience December 2011 - Present
Job Accountant
Industry Accounting
Experience
National Life Group December 2011 - Present
micrDATA GIS Inc March 2005 - December 2011
Skills
QuickBooks, Accounting
Education
Fisher College 2011 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Management and Accounting
Southern New Hampshire University
Master's Degree, Accounting & Finance
National Life Group December 2011 - Present
micrDATA GIS Inc March 2005 - December 2011
Skills
QuickBooks, Accounting
Education
Fisher College 2011 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Management and Accounting
Southern New Hampshire University
Master's Degree, Accounting & Finance
Daniel Mauclaire's National Life Group Experience June 2014 - Present
Job Insurance Professional
Industry Insurance
Experience
National Life Group June 2014 - Present
National Life Group June 2013 - June 2014
Minninger Financial Services January 2012 - June 2013
KPMG LLP 2012 - 2012
Education
Fairfield University 2009 — 2012
National Life Group June 2014 - Present
National Life Group June 2013 - June 2014
Minninger Financial Services January 2012 - June 2013
KPMG LLP 2012 - 2012
Education
Fairfield University 2009 — 2012
Cyndy Cross's National Life Group Experience December 2000 - Present
Job Qualified Marketing Associate at National Life Group
Industry Financial Services
Experience
National Life Group December 2000 - Present
Skills
Presenter, Plan Design, Project Management, Fixed Annuities, Series 7, Series 63, Retirement, Mutual Funds, Long-term Care, Insurance, Financial Services, Strategic Financial..., Investments, Disability Insurance, Securities, Wealth Management, Investment Advisory, Portfolio Management, Estate Planning, Financial Advisory, Investment Strategies
Education
Immaculata University 1975 — 1979
Bachelor of Arts, Biology
St. John Vianney HS 1971 — 1975
National Life Group December 2000 - Present
Skills
Presenter, Plan Design, Project Management, Fixed Annuities, Series 7, Series 63, Retirement, Mutual Funds, Long-term Care, Insurance, Financial Services, Strategic Financial..., Investments, Disability Insurance, Securities, Wealth Management, Investment Advisory, Portfolio Management, Estate Planning, Financial Advisory, Investment Strategies
Education
Immaculata University 1975 — 1979
Bachelor of Arts, Biology
St. John Vianney HS 1971 — 1975
Twilla Hinkle's National Life Group Experience March 1993 - Present
Job Business Analyst at National Life Group
Industry Financial Services
Experience
National Life Group March 1993 - Present
Skills
Business Analysis, Process Improvement, Business Requirements, Business Process..., Visio, Analysis, Insurance, Project Management, Testing, Budgets, SDLC, Requirements Analysis, Software Project..., Requirements Gathering, Risk Management
Education
Duke University
Business Analysis Certification
National Life Group March 1993 - Present
Skills
Business Analysis, Process Improvement, Business Requirements, Business Process..., Visio, Analysis, Insurance, Project Management, Testing, Budgets, SDLC, Requirements Analysis, Software Project..., Requirements Gathering, Risk Management
Education
Duke University
Business Analysis Certification
Maria Birdwell's National Life Group Experience November 2010 - Present
Job Independent Agent at National Life Group
Industry Financial Services
Experience
National Life Group November 2010 - Present
Education
Kansas State University
National Life Group November 2010 - Present
Education
Kansas State University
Christopher Armato's National Life Group Experience June 2012 - Present
Job Financial Representative
Industry Insurance
Experience
National Life Group June 2012 - Present
One on One Physical Therapy January 2005 - January 2012
Education
College of Staten Island 2007 — 2012
Bachelor of Applied Science (BASc), Social Psychology
Iona College 2005 — 2006
Biology, General
St. Joseph by the Sea High School 2002 — 2006
National Life Group June 2012 - Present
One on One Physical Therapy January 2005 - January 2012
Education
College of Staten Island 2007 — 2012
Bachelor of Applied Science (BASc), Social Psychology
Iona College 2005 — 2006
Biology, General
St. Joseph by the Sea High School 2002 — 2006
STEVEN QUIROGA's National Life Group Experience January 2007 - January 2011
Job Account Executive at sacircular.com
Industry Marketing and Advertising
Experience
Ad Pages Magazine 2013 - Present
Self-employed December 1972 - Present
National Life Group January 2007 - January 2011
American Health Underwriters January 2007 - January 2011
Skills
Consulting, Business Networking, Business Management..., Recruiting, Business Strategy, Third Party Vendor..., B2B Marketing Strategy, Successful Business..., Distribution Strategies, Ecommerce sales, Project Planning, Product Development, Business Analysis, Execution of Business..., Trademarks, Design Patents
Education
Cornell University 2013 — 2014
Business/Commerce, Strategy/Marketing
Ad Pages Magazine 2013 - Present
Self-employed December 1972 - Present
National Life Group January 2007 - January 2011
American Health Underwriters January 2007 - January 2011
Skills
Consulting, Business Networking, Business Management..., Recruiting, Business Strategy, Third Party Vendor..., B2B Marketing Strategy, Successful Business..., Distribution Strategies, Ecommerce sales, Project Planning, Product Development, Business Analysis, Execution of Business..., Trademarks, Design Patents
Education
Cornell University 2013 — 2014
Business/Commerce, Strategy/Marketing
Jack Moses's National Life Group Experience June 2015 - Present
Job Corporate Actuarial Intern at National Life Group
Industry Insurance
Experience
National Life Group June 2015 - Present
Hamilton College September 2014 - Present
Express Gourmet May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Leadership, Public Speaking, Stata, Python, iMovie, Long Distance Running, C++, Matlab, Snooker, Java
Education
Hamilton College 2012 — 2016
Bachelor’s Degree, Mathematics, Economics
Medfield High School 2008 — 2012
High School
National Life Group June 2015 - Present
Hamilton College September 2014 - Present
Express Gourmet May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Leadership, Public Speaking, Stata, Python, iMovie, Long Distance Running, C++, Matlab, Snooker, Java
Education
Hamilton College 2012 — 2016
Bachelor’s Degree, Mathematics, Economics
Medfield High School 2008 — 2012
High School
Erin Blosser's National Life Group Experience August 2013 - Present
Job Producer Contracting Specialist II at National Life Group
Industry Financial Services
Experience
National Life Group August 2013 - Present
Denis, Ricker & Brown Insurance May 2008 - August 2013
State Farm Insurance August 2007 - May 2008
Education
Community College of Vermont
U-32 High School
National Life Group August 2013 - Present
Denis, Ricker & Brown Insurance May 2008 - August 2013
State Farm Insurance August 2007 - May 2008
Education
Community College of Vermont
U-32 High School
Doua L Vang's National Life Group Experience November 2011 - March 2013
Job Relationship Banker/Corporate Banking
Industry Financial Services
Experience
Associated Bank March 2013 - Present
National Life Group November 2011 - March 2013
Skills
Loans, Credit, Customer Service, Financial Analysis, Finance, Mortgage Lending, Portfolio Management, Retail Banking, Sales, Investments, Managerial Finance, Business Analysis, Strategic Sourcing
Education
Lakeland College
Master of Business Administration (MBA), Finance and Financial Management Services
Lakeland College
Bachelor of Business Administration (BBA), International Business and Finance
Associated Bank March 2013 - Present
National Life Group November 2011 - March 2013
Skills
Loans, Credit, Customer Service, Financial Analysis, Finance, Mortgage Lending, Portfolio Management, Retail Banking, Sales, Investments, Managerial Finance, Business Analysis, Strategic Sourcing
Education
Lakeland College
Master of Business Administration (MBA), Finance and Financial Management Services
Lakeland College
Bachelor of Business Administration (BBA), International Business and Finance
Seth Elliott's National Life Group Experience June 2015 - August 2015
Job Student at Dallas Baptist University
Industry Financial Services
Experience
National Life Group June 2015 - August 2015
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Economics, Operating Systems, PowerPoint, Presentation Skills
Education
Dallas Baptist University 2013 — 2016
Bachelor's degree, Finance Major, Management Information Systems Minor, 3.83 GPA
National Life Group June 2015 - August 2015
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Economics, Operating Systems, PowerPoint, Presentation Skills
Education
Dallas Baptist University 2013 — 2016
Bachelor's degree, Finance Major, Management Information Systems Minor, 3.83 GPA
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.