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
National Life Group January 2015 - Present
Weatherspoon & Associates, LLC January 2014 - Present
Western and Southern Life Insurance March 2010 - October 2014
Western & Southern Life March 2010 - October 2014
Western & Southern Life 2010 - February 2014
Western & Southern Financial Group January 2010 - December 2011
Skills
Cold Calling, Disability Insurance, Health Insurance, Long-term Care, Marketing, Term Life Insurance, Account Management, 401k, Retirement, Training, Whole Life, Small Business, Recruiting, Selling, Human Resources, Leadership Development, Customer Satisfaction, Leadership, Management, Underwriting, Networking, Financial Services, Universal Life, Project Planning, Customer Retention, Business Strategy, Sales, Strategic Planning, Customer Service, Team Building, Public Speaking, Coaching, Sales Management, Event Planning, Insurance
Education
Milwaukee Area Technical College 2000 — 2003
business management, business management
Perspectives Financial July 2014 - Present
LPL Financial July 2014 - Present
The Society for Financial Awareness July 2014 - Present
Blue Moose Soccer Club April 2014 - Present
National Life Group July 2011 - June 2014
Danisco December 2008 - July 2011
Ernst & Young January 2008 - December 2008
Education
University of Kansas 2004 — 2007
Bachelor of Science, Accounting & Information Systems
Missouri Western State University 2002 — 2004
Accounting
Park hill south
Lamoille Valley Veterinary Services February 2013 - Present
National Life Group February 1985 - January 2013
Phoenix Mutual June 1980 - February 1985
Skills
EKG interpretation, Medical Terminology, Medical Records, Medicine, Laboratory, Cardiology, Physiology, Underwriting
Education
The University of Connecticut 1979 — 1980
Certification, Exercise Physiology
The University of Connecticut 1977 — 1979
Master's degree, Physiology
Penn State University 1973 — 1977
Bachelor's degree, Animal Sciences
Cedar Capital June 2013 - Present
RBC Wealth Management April 2011 - May 2013
National Life Group February 2010 - December 2010
Gemini Trading LLC June 2009 - November 2009
AXA Advisors May 2008 - May 2009
Merrill Lynch June 2007 - August 2007
Skills
Investments, Financial Services, Series 7, Equities, Options, Insurance, Finance, Retirement Planning, Series 63, Financial Analysis
Education
Marquette University 2004 — 2008
Finance, Business
Milliman April 2013 - Present
GMAC Insurance December 2011 - March 2013
National Life Group December 2010 - August 2011
University of Vermont January 2010 - May 2010
University of Vermont January 2010 - May 2010
VNA Family Room January 2009 - May 2009
Skills
excel, Visual Basic, SQL Server, Actuarial, Actuarial Science, Statistics, Access, SPSS, SAS programming, Pricing Analysis, Actuarial Exams, Microsoft Excel, Healthcare, Health Insurance, Insurance, Pricing, Data Analysis, Analysis, VBA, Economics, SAS, Leadership, SQL, VBScript, HTML scripting, HTML 5, HTML, Bayesian statistics, Statistical Modeling, Predictive Modeling
Education
University of Vermont 2005 — 2011
B.A., Economics; Sociology; Mathematics (Minor)
Qingdao University 2010 — 2010
Business
McGill University 2006 — 2007
General
Equity Services, Inc. June 2014 - Present
National Life Group March 2014 - Present
M. J. Teddy & Associates March 2014 - Present
Milestone Consulting, LLC May 2012 - February 2014
State Farm Insurance February 2012 - June 2012
Dayglow September 2011 - December 2011
Flame Hill Vineyard July 2010 - December 2010
Skills
Microsoft Office, SPSS, Prospect, Necho, Marketing, FTC, Organizational..., Public Speaking, PowerPoint, Event Planning, Customer Service
Education
Niagara University 2008 — 2012
Bachelor of Science in Commmerce, Supply Chain
University of the Sunshine Coast 2010 — 2010
Fairport High School
National Life Group June 2015 - Present
Norwich University March 2014 - June 2015
Norwich University April 2013 - March 2014
Skills
Alumni Relations, Higher Education..., Event Planning, Corporate Events, Event Management, Volunteer Management, Fundraising, Student Affairs, Higher Education, Program Development, Program Management, Community Outreach, Nonprofits, Grant Writing, Budgets, Leadership Development, Leadership, Public Speaking
Education
Norwich University-College of Graduate and Continuing Studies 2013 — 2015
Master of Science (M.S.), Organizational Leadership
Norwich University 2007 — 2011
Bachelor of Art, Psychology
Lyndon State College 2005 — 2007
Fiserv November 2013 - Present
National Life Group February 2010 - October 2013
FirstEnergy Corp August 2007 - August 2009
Assurant Health June 2007 - August 2007
Wells Fargo December 2006 - May 2007
Skills
Business Continuity..., Business Continuity, Risk Assessment, Access, Analysis, Management, Databases, Computer Security, Disaster Recovery, Training, Risk Management, Security
Education
University of Wisconsin-Stout 2004 — 2006
Bachelor of Fine Arts, Industrial Design
Milwaukee Institute of Art & Design 2003 — 2004
Industrial Design
University of Wisconsin - Waukesha
Associate of Arts, and Sciences
Global Financial Private Capital, LLC April 2015 - Present
Sterling National Financial Group 2011 - Present
National Life Group April 1995 - Present
May Financial & Insurance Services 1992 - Present
LSW 1992 - Present
Cetera Advisor Networks LLC 2004 - 2014
Skills
Retirement Planning, Investments, Retirement Savings, Roth IRA, 403 b, Life Insurance, Financial Planning, Wealth Management, Insurance, Estate Planning, 401k, Financial Advisory, Retirement, Fixed Annuities
Education
Oregon State University
Bachelor of Science (B.S.), Business - Finance
XTREME FINANCIAL SERVICES September 2015 - Present
National Life Group May 2011 - Present
Ford Motor Credit Company April 1999 - April 2011
San Diego Padres April 1996 - March 1999
Skills
Business Development, Management, Sales Management, Account Management, Portfolio Management, Leadership, Risk Management, Marketing, Relationship Management, Financial Analysis, Life Insurance, Credit, Training, Retirement Planning, Financial Services, Banking, Business Planning, Strategy, Forecasting, Program Management, Six Sigma, CRM, Financial Risk, California Life..., Arizona Life Insurance-..., Nevada Life Insurance-..., Alabama Life Insurance-..., Pennsylvania Life..., New York Life...
Education
Northern Arizona University
Bachelor’s Degree, Business Administration and Management, General
National Life Group August 2014 - Present
Munich Re January 2010 - August 2014
AAA Life Insurance Company July 2007 - December 2009
Skills
Insurance, Reinsurance, Risk Management, Underwriting, Property & Casualty..., Claim, Health Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Business Analysis, Analysis, Financial Analysis, Process Improvement, Access, Team Building, Strategic Planning, Leadership, Project Management, Microsoft Excel
Education
Mississippi College 1980 — 1984
Bachelor's degree, Business Administration and Management, General
Dartmouth-Hitchcock May 2012 - Present
MadgeTech, Inc. August 2007 - May 2012
National Life Group June 2001 - August 2007
Skills
Marketing, Technical Support, Microsoft Office, Graphic Design, Brochures, Web Development, Direct Mail, Logo Design, Customer Service, Web Design, HTML 5, CSS, Google Analytics, Newsletters, Dreamweaver, Social Media Marketing, Web Content, Writing, Typography, Flash, Joomla, Photoshop, Illustrator, InDesign, OpenText, Magento, WordPress, Graphics, Articulate Storyline, JavaScript
Education
Lyndon State College 2000 — 2004
Bachelor of Arts (BA), Design and Graphic Communications
University of New Hampshire 2014 — 2015
Certificate, Web Application Development
University of New Hampshire 2014 — 2015
Certificate, Web Design and Development
U-32 High School 1994 — 2000
High School Diploma
Brightmont Academy December 2014 - Present
National Life Group January 2014 - May 2014
Norwich University September 2011 - December 2013
Stone Gardens June 2012 - August 2013
Vector Marketing June 2010 - August 2011
Cold Stone Creamery October 2009 - March 2010
Skills
Leadership, Critical Thinking, Public Speaking, Microsoft Office, Research, Matlab, Teamwork, Microsoft Excel, Time Management, Data Analysis, PowerPoint, Team Leadership, Mathematica, Python, Java
Education
Norwich University 2010 — 2014
Bachelor of Science (BS), Physics, Mathematics
Norwich University 2010 — 2014
Bachelor of Science (B.S.), Mathematics
Hennessey + Ingalls Bookstore August 2008 - Present
Hennessey + Ingalls Bookstore June 2005 - Present
National Life Group June 2002 - May 2004
Skills
Purchasing, Bookkeeping, Accounts Payable, Accounts Receivable, Inventory Management, Employee Management, Customer Service, Customer Retention, Web Design, Graphic Design, Sales, Photography, Retail, Budgets, Photoshop, Social Media Marketing, Marketing, Accounting, Social Networking, Microsoft Office, Merchandising, Advertising, Management, Social Media, Forecasting, Brand Development, E-commerce
Education
Loyola Marymount University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Genworth Financial December 2013 - Present
National Life Group August 2012 - November 2013
Insurance Insight Group June 2004 - August 2012
Fidelity & Guaranty Life January 1988 - May 2004
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement, Long-term Care, Retirement Planning, Whole Life, Term Life Insurance, Reinsurance, Mutual Funds, Universal Life, Series 63, Disability Insurance, Financial Services, IRAs, Property & Casualty..., Variable Annuities, Health Insurance, Strategic Financial..., Strategic Planning, Risk Management, Marketing Strategy
Education
Loyola University Maryland 1994 — 1997
MBA, Business Administration
McDaniel College 1984 — 1987
BA, Mathematics
The Vermont Community Foundation August 2014 - Present
Vermont Technical College October 2011 - August 2014
National Life Group 2006 - October 2011
National Life Group December 2001 - October 2011
Vermont Secretary of State 2000 - 2001
Skills
Non-profits, Fundraising, Community Outreach, Public Speaking, Strategic Planning, Marketing Strategy, Budgets, Educational Leadership, Grants
Education
Norwich University 2003 — 2005
Masters, Business Administration
University of Southern Maine 1996 — 2000
BS, Political Science
Essex Junction High School 1991 — 1995
Diploma
National Life Group June 2015 - Present
Norwich School of Business and Management February 2014 - Present
Wake Robin Farm January 2005 - August 2011
Skills
Microsoft Office, Leadership, Time Management, Public Speaking, Research, Management, Budgets, Training, Analysis, Strategic Planning
Education
Norwich University 2012 — 2016
BANKERS LIFE & CASUALTY CO December 2013 - Present
National Life Group April 2013 - Present
Forest Hills Financial Group March 2010 - December 2012
MetLife May 1994 - July 2004
Education
New York Institute of Technology
Bachelor of Science (B.S.), Accounting, 3.75
Prevention on Purpose September 2014 - Present
Toastmasters Club #83 July 2013 - Present
The Legacy Partners February 2012 - Present
The CORE Financial Group January 2010 - Present
National Life Group 2010 - Present
wealh enhancement & preservation, of ariz 2002 - Present
Financial Services Entrepreneur July 1977 - January 2010
YFC 1985 - 2007
Skills
Entrepreneurship, Social Media, Strategic Planning, Insurance, Social Media Marketing, Marketing Strategy, Team Building, Email Marketing, Coaching, SEO, New Business Development, Marketing, Online Advertising, Public Speaking, Online Marketing, Start-ups, Training, Small Business, Social Networking, Public Relations, Business Development, Sales, Advertising, Time Management, Lead Generation, Fundraising, Selling, Leadership, Event Management, Strategy, Management, Indexed Annuities, Life Insurance, Strategic Financial..., Money Management
Education
Northcentral University 2013 — 2016
Enrolled in Doctorate Program, Global Training & Development, 3.87 GPA
Wizard Camp! 2007 — 2007
SOBEIT!
College Park High School
PepsiCo - Frito Lay June 2015 - Present
Arbor Metals LP November 2014 - February 2015
National Life Group December 2013 - November 2014
Fujitsu January 2013 - December 2013
Nestle Waters October 2010 - June 2012
Raytheon 2006 - 2010
Skills
Microsoft Excel, Microsoft Office, Oracle, SAP, JD Edwards, Supply Chain, Logistics, Training, Macro, Vendor Management, Customer Service..., Process Improvement, Onboarding, New Hire Orientations, Human Resources, Program Management, Sales Process, PeopleSoft, Verticent, Time Management, Lotus Notes, Applicant Tracking..., VPN, E-commerce, Team Building, Customer Service, Project Management
Education
Elysian Fields High Shcool
High School, Honor Courses
Louisiana Tech University
National Life Group February 2013 - Present
Sun Life Financial 2008 - 2012
Sun Life Financial 2004 - 2008
Sun Life Financial 1998 - 2004
New England Financial 1989 - 1996
Skills
Project Management, Program Management, Insurance, Vendor Management, IT Strategy, Process Improvement, Business Analysis, Analysis, Team Leadership, Strategic Planning, Change Management, Team Building, Outsourcing, Business Strategy, Project Planning, Coaching, Relationship Management, Leadership, Life Insurance, Fixed Annuities, Financial Services, Actuarial Science
Education
Northeastern University 1987 — 1989
M.S., Mathematics
Salem State College
B.S., Mathematics
National Life Group January 2015 - Present
National Life Group March 2012 - January 2015
National Life Group October 2008 - March 2012
Skills
Financial Services, Life Insurance, Customer Service, Coaching, Recruiting, Business Process..., Leadership, Team Leadership, Team Building, Performance Management, Retirement, Small Business, Insurance, Microsoft Excel
Education
Norwich University 2004 — 2008
Bachelor of Science (B.S.), Health and Physical Education/Fitness
Spaulding High School 2000 — 2004
Guidepoint Global August 2013 - Present
S&P Capital IQ August 2012 - August 2013
S&P Capital IQ September 2011 - August 2012
S&P Capital IQ July 2010 - September 2011
National Life Group June 2008 - August 2008
Skills
Business Development, Sales, Hedge Funds, Competitive Analysis, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Management, Finance, Capital IQ, Investments, Strategy, Analysis, Portfolio Management, Interactive Storytelling, Equities, Capital Markets, Fun At Work, Hip-Hop Dance, Storytelling
Education
Middlebury College 2006 — 2010
Bachelor of Arts, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
Business Bridge
Rye High School 2002 — 2006
MassMutual Financial Group September 2014 - Present
Northwestern Mutual June 2000 - August 2014
National Life Group January 1987 - December 1999
Jefferson-Pilot Life August 1982 - December 1986
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Asset Allocation, Life Insurance, Disability Insurance, Investments, Long Term Care Insurance, Variable Annuities, Fixed Annuities, IRAs, Portfolio Management, Insurance, Immediate Annuities
Education
University of Michigan 1966 — 1967
Master of Arts (MA), Mathematics
Oberlin College 1962 — 1966
BA, Mathematics
BB&T January 2014 - Present
BB&T July 2008 - January 2014
BB&T May 2007 - June 2008
BB&T May 2005 - April 2007
BB&T May 2004 - April 2005
BB&T December 2003 - April 2004
BB&T June 2003 - November 2003
National Life Group June 2001 - April 2003
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Credit Analysis
Education
Graduate School of Banking at Louisiana State University 2009 — 2011
North Carolina State University - College of Management 1997 — 2001
BS, Business Management
National Life Group July 2015 - Present
Aegon USA Investment Management, LLC June 2014 - June 2015
Norwich University November 2013 - May 2014
Holmes Murphy & Associates December 2011 - January 2014
Genworth Financial (Formerly GE Financial Assurance) March 2008 - December 2011
GE Financial Assurance April 2006 - March 2008
GE Financial Assurance February 2004 - April 2006
GE Financial Assurance August 1999 - February 2004
GE Card Services April 1997 - August 1999
Swiss Re March 1995 - April 1997
Skills
Project Management, Six Sigma, Outsourcing, Infrastructure, Offshoring, Document Imaging, Process Automation, Vendor Management, IT Strategy, Process Improvement, Disaster Recovery, SDLC, ETL, Leadership Development, Data Management, Data Analysis, Analytics, Global Sourcing, IT Security Policies, IT Security Operations, Information Security, Data Center, Business Process..., Business Analysis, Servers, Leadership, Business Intelligence, Business Process, ITIL, Security, IT Operations, Strategy, SaaS, Vulnerability Assessment, Software Project..., Systems Analysis, Enterprise Risk..., CISSP, Business Continuity..., Technical Support, Information Security..., IT Service Management, PMP, PMO, Executive Management, Call Centers, Computer Security, Governance, IT Outsourcing, IT Management
Education
Norwich University 2004 — 2006
MBA, Management
St. Francis Xavier University 1987 — 1991
Bachelor of Business, Information Systems
sydney academy 1984 — 1987
Magna Publications March 2015 - Present
John Orlando Consulting June 2013 - Present
Northcentral University 2013 - Present
Vertek October 2011 - January 2013
National Life Group January 2011 - September 2011
Norwich University June 2006 - January 2011
Norwich University July 2002 - June 2010
University of Vermont January 1999 - June 2002
Skills
Social Media, Social Media Marketing, Education Management, Higher Education..., Corporate training, Disaster Response, Instructional Design, Adult Education, Corporate Training, Educational Leadership, Training, Higher Education, Distance Learning, Business Continuity, E-Learning, Disaster Recovery, Business Continuity..., Program Development, Team Leadership, Strategic Planning, Management, Community Outreach, Crisis Management, Program Management, Public Speaking, Team Building, Leadership, Research, Networking, Policy, Technical Writing, Nonprofits, Teaching, Project Management, Project Planning, Staff Development, Leadership Development, Curriculum Design, System Administration, Organizational..., Time Management, Fundraising, Strategic Partnerships, Program Evaluation, Editing, Social Networking, Data Analysis, Budgets, Conflict Resolution, Analysis
Education
University of Wisconsin-Madison 1987 — 1993
Ph.D, Philosophy
Norwich University 2002 — 2004
MS, Information Assurance
SAIC June 2015 - Present
State of Vermont October 2013 - June 2015
NTT DATA Americas October 2012 - October 2013
National Life Group May 2012 - October 2012
National Life Group October 2011 - April 2012
National Life Group June 2010 - October 2011
Wall Street Financial Analyst Forum August 2009 - June 2010
Mascoma Savings Bank May 2006 - August 2008
Skills
Planview Enterprise, MS Project, Interdepartmental..., Project Coordination, Project Planning, Conference Management, Microsoft Office..., Communications Planning, Business Planning, Continuous Improvement, Continuous Process..., Opt-in/Opt-out..., Time Management Analysis, Internal Controls, Internal Audit, MAR Compliance, Sarbanes-Oxley Act, Enterprise Risk..., Operational Risk..., OnBase, GRC, Visio, Microsoft Publisher, Lawson General Ledger, Blackline, Microsoft Office..., Mainframe, Vertex, Projects, MAR, Time Management, Compliance, Analysis, Project Management, Kaizen
Education
Norwich University College of Graduate and Continuing Studies 2012 — 2014
Master of Business Administration (MBA), Project Management
Norwich University 2008 — 2012
Bachelor of Science (B.S.), Accounting & Bachelor of Science (B.S.), Business Management
Unified Social June 2015 - Present
RadiumOne January 2015 - February 2015
National Life Group June 2014 - December 2014
RAREFORM February 2014 - May 2014
PC Construction Company November 2013 - February 2014
Sd Ireland Brothers Corp June 2007 - June 2013
Skills
SEO, Tableau, Data Analysis, Microsoft Excel, Research, Stata, Real-Time Bidding, Digital Marketing, Python, PowerPoint, Access, Microsoft Word
Education
Oberlin College 2011 — 2015
Bachelor of Arts (BA), Economics, Environmental Studies
University of Otago 2013 — 2013
Economics
Pan Real Estates, DBA November 2013 - Present
Alternative Asset Investment Management Securities, LLC February 2015 - May 2015
Hi-Max Dream Eyewear, Inc. December 2013 - February 2015
National Life Group September 2013 - October 2013
Fox Sports April 2013 - June 2013
Shanghai Juss Event Management Co., Ltd. February 2013 - April 2013
Shanghai Juss Event Management Co., Ltd. July 2012 - August 2012
Skills
R, Bloomberg Terminal, Microsoft Excel
Education
City University of New York-Queens College 2013 — 2015
Master of Science (MS), Risk Management, 3.82
University of Shanghai for Science and Technology 2009 — 2013
Bachelor of Arts (BA), English, International Business, 3.50
B and B Transportation July 2015 - Present
National Life Group January 2015 - April 2015
Northwestern Mutual May 2013 - December 2013
Norwich University May 2013 - August 2013
Coffee Break │ June 2010 - August 2012
Skills
Microsoft Office, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Financial Accounting, Sale Force
Education
Norwich University 2011 — 2015
Bachelor of Accounting and Business Management
Westbrook High School 2009 — 2011
High School, 11th and 12th Grade
Amity High School 2007 — 2009
9th and 10th grade
National Life Group March 2014 - Present
National Life Group October 2011 - February 2014
Deloitte & Touche October 2000 - October 2011
Olsen Thielen November 1998 - September 2000
Education
Northwestern College 1994 — 1998
Vermont Army National Guard March 2014 - Present
Metropolitan Moving & Storage May 2013 - Present
Robert I. Lappin Foundation May 2012 - Present
Valley Hockey League September 2009 - Present
National Life Group January 2015 - May 2015
Food Fetch May 2013 - August 2013
North Shore Community Cadre November 2011 - August 2012
Skills
Public Relations, Event Planning, Grassroots Organizing, Lobbying, Cross-functional Team..., Public Speaking, Team Building, Leadership Development, Leadership, Policy, Time Management, Nonprofits, Training, Organizational..., Fundraising, Microsoft Word, Research
Education
Norwich University 2012 — 2016
Business Administration and Management, Marketing
Marblehead High School 2008 — 2012
AIG June 2014 - Present
NTT DATA Americas August 1999 - June 2014
Goldman Sachs March 2011 - June 2014
National Life Group August 2008 - March 2011
MillerCoors April 2008 - July 2008
Schneider Electric September 2007 - March 2008
Unisys March 2004 - August 2007
Unisys January 2003 - February 2004
Orange Business Services October 2001 - December 2002
Caritor / IT Solutions August 1999 - September 2001
Skills
PMP, Software Development, Project Management, SDLC, Requirements Gathering, Software Project..., IT Strategy, Agile Methodologies, Scrum, MS Project, Program Management, Business Intelligence, Integration, SOA, Leadership, Management, Requirements Analysis, Business Analysis, Change Management, Java Enterprise Edition, UML, .NET, PMO, Global Cross-Functional..., Business Transformation, IT Transformation, Software Implementation, Legacy Modernization, Web Services, CA Clarity, Risk Management, Vendor Management
Education
Manipal Institute of Technology 1995 — 1999
B.E., Computer Science
National Life Group September 2013 - Present
Vermont Tax Department February 2013 - May 2013
Walmart October 2011 - February 2013
Education
Lyndon State College 2001 — 2007
Bachelor of Science (BS), Television Studies - Broadcast Production
Enosburg Falls High School 1986 — 1993
High School Diploma
Vermont Foodbank 2012 - Present
National Life Group Foundation December 2011 - Present
National Life Group December 2011 - Present
National Life Group October 2006 - December 2011
ING March 1998 - October 2006
ColorPix Systems of America March 1996 - March 1998
Selling Strategies, Inc August 1993 - March 1996
Skills
Marketing Strategy, Public Relations, Editing, Team Building, Creative Writing, Corporate Branding, Media Relations, Marketing, Leadership
Education
Penn State University 1987 — 1991
BA, English
National Life Group April 2015 - Present
National Life Group September 2013 - April 2015
National Life Group April 2012 - September 2013
New York Life Insurance Company December 2011 - April 2012
Optical Expressions Berlin March 2008 - November 2011
Skills
Keen understanding of..., Experience with social..., Strong organizational..., Dynamic presenter and..., MS Office Suite- Word,..., Familiar with both PC..., PowerPoint, Microsoft Excel, Event Planning, Marketing, Time Management, Sales, Social Media, Management, Leadership, Microsoft Word, Insurance, Life Insurance, Project Management, Strategic Planning, Public Speaking, Training, Team Building, Fixed Annuities, Social Networking, New Business Development, Customer Service, Team Leadership, Salesforce.com, Retirement Planning, Outlook, Social Media Marketing, Sales Management, Marketing Strategy, Account Management, Microsoft Office, Retirement, Employee Benefits, Coaching, Recruiting, Long-term Care, Disability Insurance, Finance, Mutual Funds, Financial Services, Series 6, Term Life Insurance, Investments, Strategic Financial..., Series 63
Education
Norwich University 2013 — 2014
Master of Business Administration (M.B.A.), Project Management
Norwich University 2007 — 2011
Bachelors of Science (B.S.), Business Management and Marketing
Columbia Threadneedle Investments June 2012 - Present
State Street October 2010 - May 2012
National Life Group August 2007 - October 2010
National Life Group January 2007 - July 2007
Skills
Excel, Performance Analysis, Financial Analysis, Private Equity, Private Placements, Valuation, Microsoft Excel, Investments, Bloomberg, Equities, Accounting, Financial Reporting, Mutual Funds, Financial Services
Education
Northeastern University 2014 — 2017
Master of Business Administration (M.B.A.)
University of Vermont 2003 — 2007
Bachelor’s Degree, Business Administration; Finance
Southern New Hampshire January 2014 - Present
Dartmouth College October 2011 - September 2012
National Life Group May 2011 - September 2011
Lincoln Financial Group April 2007 - June 2009
Jefferson Pilot Financial 1997 - 2007
Capital City Rotary 2004 - 2005
New Dartmouth Bank 1989 - 1994
Skills
Requirements Gathering, Data Analysis, Business Analysis, Visio, SharePoint, MS Project, Change Management, Microsoft Office, Excel, SQL, Communicate, Customer Interviewing, Highly detail oriented, Technical Analysis, Facilitate Meetings, SDLC, Information Technology, Ad Hoc Reporting, Report Writing, Technical Project..., Testing, Microsoft Word, VBA, Organized Multi-tasker, Financial Services, Project Management, Scope Management, Disaster Recovery, Insurance, Project Planning, PMO, Data Warehousing, Databases, CRM, Leadership, Business Requirements, Mortgage Lending, Credit, Programming
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1983
BS, Business Administration
NHTI, Concord's Community College 1995 — 1997
AS, Computer Information Systems
National Life Group June 2014 - Present
Fidelity Investments May 2011 - March 2014
Fidelity Investments April 1997 - May 2011
Fidelity Investments 2003 - 2004
Fidelity Investments 2001 - 2002
Skills
Personnel Management, HRIS, Employee Benefits, Defined Benefit, Employee Relations, Relationship Management, Project Management, CRM, Defined Contribution, Human Resources, Leadership, Business Analysis, Business Process..., Financial Services, Management, Outsourcing, Process Improvement, Risk Management, Vendor Management
Education
Plymouth State University 1990 — 1995
B.S., Human Resources
The Copeland Insurance Group December 2014 - Present
National Life Group August 2014 - Present
Kelly-green Enterprises December 2009 - Present
Kelly-green Enterprises November 2008 - Present
FBMC Benefits Management November 2014 - December 2014
Convey Health Solutions August 2014 - November 2014
National Life Group August 2013 - July 2014
PRC April 1994 - April 2008
Skills
Marketing, Entrepreneurship, Call Center, Leadership Development, Recruiting, Public Speaking, Customer Experience, Customer Retention, Team Leadership, Email Marketing, Coaching, Customer Service, Call Centers, Inbound Marketing, Team Building, Corporate Communications, Microsoft Office, Employee Relations, Vendor Management, Telemarketing, Training, Social Media Marketing, Leadership, Management, Customer Satisfaction, Sales, Employee Training, Employee Benefits, Insurance, CRM, Analysis
Education
Strayer University 2011 — 2013
Masters, Business Administration and Management, General
Strayer University 2009 — 2011
BBS, Business Administration HR
Miami Dade College 1989 — 1992
Associate of Arts (AA), Business Management/Marketing
King Arthur Flour Company November 2014 - Present
SHRM Vermont State Council January 2015 - Present
SHRM Vermont State Council January 2012 - December 2014
Green Mountain Power November 2007 - October 2014
Greater Rutland Area Personnel Executives January 2010 - December 2011
Greater Rutland Area Personnel Executives January 2002 - December 2009
Rutland Area VNA & Hospice, Inc. February 1998 - November 2007
National Life Group August 1989 - February 1998
National Life Group January 1989 - May 1989
Skills
Human Resources, Succession Planning, Performance Management, Onboarding, Employee Relations, Workforce Planning, Organizational..., Applicant Tracking..., Deferred Compensation, Talent Acquisition, Employee Engagement, Labor Relations, HRIS, Team Building, Culture Change, Organizational..., Organizational Design, Employee Benefits, Strategic Planning, Leadership Development
Education
Norwich University 1985 — 1989
BS, Human Services/Psychology
Marshfield High School 1981 — 1985
Diploma, College Prep
Montpelier High School August 2015 - Present
Economic & Policy Resources, Inc. August 2013 - Present
Capital Soccer Club September 2013 - Present
University of San Francisco August 2012 - May 2013
University of San Francisco January 2012 - May 2013
SoccerInsight September 2011 - May 2013
Coalition of Service Industries June 2012 - August 2012
The San Miguel School of Tulsa August 2009 - June 2011
Lasallian Volunteers July 2009 - June 2011
National Life Group June 2007 - August 2007
Skills
Research, Teaching, Fundraising, Coaching, Higher Education, Policy Analysis, Community Outreach, Public Speaking, Program Development, Stata, Econometrics, Non-profits, Student Affairs, Social Media, Event Planning, Facebook, Microsoft Office, PowerPoint, Development Economics, Forensic Economics
Education
University of San Francisco 2011 — 2013
Master of Arts (MA), International and Development Economics
Manhattan College 2005 — 2009
BA, Economics and International Studies
McGladrey October 2014 - Present
National Life Group June 2013 - December 2013
Saint Michael's College August 2012 - August 2013
Green Phoenix Exhibits December 2012 - May 2013
Saint Michael's College August 2010 - August 2012
Skills
Student Affairs, Student Leadership, Strongly self-motivated, Integrity, Professional..., Highly Ambitious, Positive Team Player, Effective Presenter, Public Speaking, Microsoft Office, Customer Service, Accounting, Management, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Event Planning, Social Networking, Higher Education, Fundraising, Analysis
Education
Northeastern University 2014 — 2015
Master of Accounting, Accounting
Saint Michael's College 2010 — 2014
Bachelor's Degree, Accounting and Business Administration, Alumni
Northrop Grumman Corporation May 2013 - Present
American Cruise Lines September 2012 - December 2012
National Life Group May 2011 - October 2011
Jimmy John's June 2010 - August 2010
Prawnbroker Bar & Grill October 2006 - August 2008
Skills
SQL Server, Technical Writing, Spanish, Microsoft Office, Wireshark, Core Impact, Microsoft SQL Server, Public Speaking, Team Leadership, Program Management, Leadership, Data Analysis, Social Media
Education
Norwich University 2008 — 2012
Bachelor, Computer Security & Information Assurance
National Life Group August 2012 - Present
Dearborn National November 2004 - July 2012
Conseco December 1995 - June 2004
Skills
Leadership
Education
Purdue University 1989 — 1993
Bachelor of Science (B.S.), Organizational Leadership and Supervision
Merrillville High School 1984 — 1990
United Capital Financial Advisers, Registered Representative at Girard Securities December 2014 - Present
National Life Group June 2014 - December 2014
National Life Group October 2012 - June 2014
AIG American General September 2011 - August 2012
American Funds June 2010 - September 2011
Advisor's Asset Management March 2004 - February 2010
USAA January 1999 - December 2003
Skills
Salesforce.com..., Mutual Funds, Series 63, Insurance, Fixed Annuities, Term Life Insurance, CRM, Salesforce.com, Training, Disability Insurance, Sales, Life Insurance, Coaching, Marketing, Sales Operations, Call Centers, Public Relations, Fixed Income, Retirement, Recruiting, Sales Management, Customer Service
Education
LIMRA 2011 — 2012
Sales Desk Manager Training
2007 Sequoia Training 2007 — 2007
sequoia
Our Lady of the Lake University 1993 — 1995
B.B.A, Human Resources
Kian Realty NYC August 2015 - Present
Winzone Realty Inc May 2014 - Present
National Life Group October 2013 - Present
Skills
Investments, Investment Properties, Selling, Investors, Mortgage Lending, Sellers, First Time Home Buyers, Asset Management, Referrals, Condos, Short Sales, Sales, Brokerage, Property, Finance
Education
NYLIC University 2013 — 2014
Life insurance Agent, Financial Planning and Services
Penn State University 2002 — 2006
Master of Technology (M.Tech.), Information Technology
Liberty High School 1998 — 2002
High School Diploma, Computer Programming, Specific Applications
VideoJuice December 2013 - Present
Wealth Beyond Wall Street September 2010 - Present
National Life Group 2013 - 2013
The Heartland Group August 2009 - September 2010
CDW October 2007 - November 2008
New ID Studios 2006 - 2006
Skills
Estate Planning, Retirement Planning, Marketing, Strategic Planning, Licensed Life Insurance..., Series 7, Series 63, Business Planning, Small Business, Strategy, Market Research, Social Media, Marketing Strategy, Long-term Care
Education
Michigan State University - The Eli Broad College of Business 2003 — 2007
Bachelor of Arts, Marketing
Mosaic Community Services July 2014 - Present
Turning Point Clinic June 2013 - July 2014
Johns Hopkins Bayview Medical Center September 2012 - April 2013
Wolfe Street Academy August 2011 - April 2012
UNM August 2010 - June 2011
National Life Group June 2009 - January 2011
University of Vermont September 2008 - May 2009
University of Vermont August 2007 - May 2009
Skills
Non-profits, Social Services, Spanish, Psychology, PowerPoint, Microsoft Word, Microsoft Excel, Psychotherapy, Treatment, Nonprofits, Case Managment, Mental Health Counseling, Family Therapy, Mental Health, Therapists, Behavioral Health, Group Therapy, Program Development, Adolescents, Volunteer Management, Crisis Intervention, CBT, Conflict Resolution, Medical Social Work, Community Organizing, Program Evaluation, Play Therapy, Behavior Modification, Motivational..., Youth Development, Higher Education, Child Development, Case Management
Education
University of Maryland Baltimore 2011 — 2013
MSW, Social Work, 4.0
University of Vermont 2005 — 2009
Bachelors, Sociology, Spanish, Psychology
Pontificia Universidad Católica de Valparaíso 2008 — 2008
Spanish, Sociology, Political Science
National Life Group September 2012 - Present
Education
Oklahoma Christian University 2006 — 2007
MBA, Leadership and Organizational Development
Oklahoma Christian University 2002 — 2006
BBA, Marketing Management
Tower Group Companies August 2014 - Present
National Life Group April 2014 - July 2014
NTT DATA Corporation February 2014 - July 2014
HOP Energy LLC July 2013 - November 2013
NYC Dept. of Building September 2011 - June 2013
Skills
Requirements Analysis, Business Analysis, SDLC, Business Intelligence, Software Project..., IT Strategy, Pre-sales, Solution Architecture, PL/SQL, Oracle, Enterprise Architecture, ERP, •5 years experience of..., Citrix, Citrix Metaframe, Servers, VMware, High Availability, Networking, VDI, VMware vSphere, Windows 7, Troubleshooting, Software Installation
Education
Queens College 2004 — 2007
Associate's Degree, Cisco Certified Network Associate CCNA, CCA Citrix XenApp/XenDesktop
Institute of Technology of Abidjan Ivory 1997 — 1999
Bachelor degree in Computer Science, Computer and Information Sciences and Support Services
Booz Allen Hamilton July 2012 - Present
National Life Group May 2011 - May 2012
Skills
Databases, SDLC, C++, Java, Software Development, JavaScript, XML, PLC, Python, Crystal Reports, SQL, Ladder Logic, MySQL, Database Design, PHP, Visio, Oracle, CSS, HTML, Virtualization, Linux, Statistics, Management Consulting, Networking, Project Management, Software Engineering, ColdFusion, HTML 5, .NET, SSRS, SSIS, Technical Project...
Education
Norwich University 2008 — 2012
Bachelors of Science, Computer Science
Hanover High School 2004 — 2008
High School Diploma
Mutual of Omaha August 2014 - August 2015
Baby's Breath Quilts March 2006 - December 2012
Barre City Elementary and Middle School September 2008 - November 2011
National Life Group March 2000 - February 2002
Skills
Disability Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Underwriting, Long-term Care, Retirement Planning, General Insurance, Commercial Insurance, Whole Life, Retirement, Critical Illness, Claim, Universal Life, Employee Benefits, Long Term Care Insurance, Brokers, Insurance, Networking, Marketing, Sewing, Quilting, Knitting, Hand Knitting, Pattern Making, Fiber Arts, Teaching, Cooking, Culinary Skills, Chef
Education
New England Culinary Institute 1999 — 1999
Incomplete, Culinary Arts/Chef Training
University of Maine, Orono 1994 — 1998
Bachelor's Degree, Business Administration and Management, General, cum laude
Vermont School Board Association August 2015 - Present
State's Attorney January 2015 - April 2015
National Life Group May 2014 - August 2014
Maclean Meehan & Rice January 2014 - May 2014
National Life Group February 2013 - August 2013
National Life Group October 2011 - February 2013
National Life Group June 2011 - October 2011
WEX Inc. (NYSE: WEX) December 2008 - July 2010
WEX Inc. (NYSE: WEX) October 2007 - December 2008
Skills
Legal Research, Public Speaking, Data Analysis, Legal Writing, Legislative Research, Research, Editing, Westlaw, Litigation, Policy Analysis, Leadership, Public Policy, Management
Education
Vermont Law School 2010 — 2015
Doctor of Law (J.D.), Cum Laude
University of Southern Maine 2005 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
Marlboro College 1999 — 2002
Bachelor of Arts (B.A.), American Studies, High Honors
National Life Group April 2015 - Present
Bee Peachy May 2012 - Present
WellCare August 2011 - Present
Skills
Marketing Strategy, Management, Marketing, Competitive Analysis, Social Media, Sales, Negotiation, Microsoft Office, Leadership, Customer Service, Event Planning, PowerPoint, Team Building, Training
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
North Carolina Agricultural and Technical State University 2005 — 2010
Chemistry, Chemistry
New York Red Bulls March 2015 - Present
Nyack College February 2012 - March 2015
National Life Group July 2014 - 2015
Jackson Hewitt Tax Service Inc. January 2014 - April 2014
Albert M. Heffes, CPA February 2012 - May 2012
Robert Half International April 2010 - December 2010
Skills
Quickbooks, Accounting, Contract Negotiation, Invoicing, Excel, QuickBooks, Microsoft Excel, Access, Leadership, Microsoft Office, Public Speaking, Finance, Management, PowerPoint, Auditing, Budgets
Education
Nyack College 2013 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship Management, 3.4 GPA
Nyack College 2009 — 2011
Master of Business Administration (M.B.A.), Accounting, 3.6 GPA
Nyack College 2005 — 2009
Bachelors, Accounting
National Life Group March 2014 - Present
Prudential January 2003 - January 2014
Boy Scouts of Ameica January 2001 - June 2003
Skills
Insurance, Fixed Annuities, Life Insurance, Long-term Care, Term Life Insurance, Employee Benefits, Disability Insurance, Executive Benefits, Key Person Insurance
Education
University of Bridgeport
MBA, Accounting
Northeastern University
BS, Management
Oracle June 2015 - Present
Oracle June 2014 - June 2015
National Life Group January 2014 - May 2014
National Life Group January 2013 - May 2013
Norwich University 2010 - 2013
Mass Premier Courts January 2010 - August 2010
Skills
Leadership, Public Speaking, Teamwork, Sales, Strategic Planning, Business Development, Team Leadership, Communication Skills, Social Media, Financial Analysis, Event Planning, Community Outreach, Time Management, Nonprofits, Quantitative Research, Customer Service, Consulting, Management, Oracle, Continuous Improvement, Operational Efficiency, Communication, IaaS, PaaS, Cloud Computing
Education
Norwich University 2010 — 2014
Bachelor of Science in Accounting and Management, concentration in Finance, Financial Economics, Senior
National Life Group October 2013 - Present
National Life Group October 2008 - October 2013
Skills
Customer Service, Sales Commissions, Licensing
Education
Pensacola Christian College 2001 — 2003
Computer Science
Belk February 2015 - Present
Belk January 2014 - February 2015
Belk March 2013 - January 2014
Belk April 2012 - February 2013
Norwich University January 2009 - May 2012
Norwich University January 2009 - May 2012
National Life Group April 2011 - August 2011
National Life Group May 2010 - August 2010
Skills
Accounting, Training, Management, Process Improvement, Customer Service, Analysis, Microsoft Office, Teamwork, Time Management, Microsoft Word, Outlook, Public Speaking, Microsoft Excel, PowerPoint, Social Media Marketing, Social Media, Financial Analysis, Team Leadership, Marketing, Budgets, Forecasting, Research, Customer Satisfaction, Leadership Development, Coaching, Merchandising, Business Process..., Problem Solving, Continuous Improvement, Inventory Management, Sales Promotion, Spanish, Data Analysis, Increasing Sales, Advertising Sales, Business Management, Cost Reduction, Increasing Revenues
Education
Norwich University 2008 — 2012
Bachelor of Science, Business Management Concentrating in Financial Economics
Norwich University 2008 — 2012
Bachelor of Science, Accounting
St. Johnsbury Academy 2004 — 2008
Highschool Diploma
National Life Group August 2013 - Present
National Life Group 2013 - Present
The Home Service Store, Inc. 2012 - 2013
Barbara J. Goldsmith & Co. 2011 - 2013
Vermont Natural Resources Council May 2011 - August 2011
Natural Resources Board January 2011 - May 2011
United States Attorney's Office, District of North Dakota August 2007 - August 2009
Skills
Legal Research, Legal Writing, Environmental Law, Westlaw, Policy Analysis, Research, Public Policy, Environmental Policy, Environmental Issues, Community Outreach, Microsoft Office, Civil Litigation, Administrative Law, Litigation, Policy
Education
Vermont Law School 2010 — 2013
Master of Environmental Law and Policy, magna cum laude
Vermont Law School 2009 — 2012
Juris Doctor, cum laude
Minnesota State University, Moorhead 2003 — 2009
Bachelor of Science, Paralegal Studies
Branty Management Group February 2014 - Present
Concentra December 2012 - 2014
Infinitude Creative Group January 2012 - May 2012
Accor October 2010 - December 2011
PhaseAlpha, LLC August 2009 - January 2011
Countrywide Home Loans July 2006 - March 2009
National Life Group October 2004 - July 2006
americo financial 1999 - 2004
Skills
PMO, Project Management, Financial Services, Implementation..., Process Improvement, SDLC, Training, Project Portfolio..., Vendor Management, Call Center, Analysis, Change Management, Information Technology, Software Documentation, Microsoft Excel
Education
Pensacola Christian College
BS, Education
Humana June 2014 - Present
Humana June 1990 - May 2014
National Life Group January 1986 - June 1990
Marathon Oil Company June 1980 - January 1986
Skills
Business Analysis, Business Process..., Cross-functional Team..., Health Insurance, IT Strategy, Leadership, Process Improvement, Program Management, Project Management, Project Portfolio..., SDLC, Software Project..., Vendor Management, IT Management, PMO, Insurance
Education
Miami University 1976 — 1980
BS, Computer Science
National Life Group December 2013 - Present
MetLife 1999 - 2012
Prudential Financial 1987 - 1998
Skills
Business Needs Analysis, Executive Benefits, Financial Strategies, Fixed Annuities, Insurance Strategies, Investments, IRAs, Key Person Insurance, Life Insurance, Mutual Funds, Personal Needs Analysis, Retirement Planning, Securities, Variable Annuities, Estate Planning..., Insurance
Education
New Jersey City University 1979 — 1983
Bachelor of Business Administration (BBA), Business, 4
Dome Financial Services July 2001 - Present
National Life Group July 2014 - Present
Equity Services, Inc. September 2014 - Present
Accordia Life July 2001 - Present
New York Life Insurance Company 1987 - 2001
Jefferson Pilot Financial 1982 - 1987
Skills
Life Insurance, Disability Insurance, Employee Benefits, Long-term Care, Approved Continuing..., Living Benefits, Sales and Marketing, General Manager, Approved Continuing..., Annuities, Investment Advisory, Management, Fixed Annuities, Finance, Strategic Planning
Education
Ohio University 1975 — 1981
BBA, Marketing
Wyatt Investment Research March 2015 - Present
Construction Journal March 2013 - February 2015
Williston Observer October 2011 - January 2013
Regional Publications & Media March 2011 - October 2011
Examiner.com February 2009 - October 2011
National Life Group March 2007 - August 2010
National Life Group February 2006 - February 2007
Reed Global Advisors, LLC April 2004 - September 2005
Skills
Equities, Film, Fixed Income, Investment Advisory, Financial Advisory, FINRA, Mutual Funds, Fixed Annuities, Investor Relations, Securities, Risk Management, Business Strategy, Corporate Finance, Journalism, Options, Financial Modeling, Editing, Magazines, Trading
Education
University of Vermont 1999 — 2003
Bachelor of Arts, English, Film Studies
National University of Ireland, Galway 2001 — 2001
Attended Fall of 2001
The Producers Group July 2011 - September 2014
National Life Group January 2009 - January 2011
Allianz of America, Inc. January 2004 - January 2008
MetLife 1981 - 2003
MetLife 1981 - 2003
Skills
Marketing, Fixed Annuities, Life Insurance, Mutual Funds, Insurance, Disability Insurance, Long-term Care, Retirement, Retirement Planning, Health Insurance, Underwriting, Investments, Series 63, Series 7, Employee Benefits, Brokers, Estate Planning, Strategic Financial..., Term Life Insurance, Financial Services, Banking, Finance
Education
Pace University 1978 — 1980
MBA, Marketing and International business
Manhattan College 1974 — 1978
Bachelor of Arts (B.A.)
Xaverian High School 1970 — 1974
National Life Group September 2014 - Present
National Life Group April 2006 - September 2014
Skills
Strategic Financial..., Insurance, Retirement Planning, Series 7, Fixed Annuities, FINRA, Series 63, Life Insurance, Retirement, Mutual Funds, Wealth Management, Series 24, Financial Planning, Estate Planning, Securities, Investments
Education
Neumann University 2005 — 2007
Masters, Strategic Leadership and Planning
Rutgers University 1989 — 1992
BS, Corporate Finance
Policy Inspector, Inc. September 2012 - Present
Bongiorno Insurance Agency January 1989 - Present
National Life Group March 2000 - February 2007
Prudential Financial September 1975 - November 1989
Skills
Insurance, Financial Advisory, Entrepreneurship, Lost Insurance Policies, Annuity Sales, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Small Business
Education
Merrimack College 1966 — 1970
Bachelor's degree
The American College
CLU, CHFC, CASL
National Life GroupLea 2011 - Present
National Life Group 2001 - 2011
National Life Group 1989 - 2001
Chubb 1986 - 1989
Skills
Fellow, Society of..., Member, American..., Life Insurance Product..., Actuarial Science, Retirement, Fixed Annuities, Life Insurance, Insurance, Reinsurance, Term Life Insurance, Long-term Care, Disability Insurance, Financial Services, Health Insurance, Defined Benefit, Investments
Education
Middlebury College 1982 — 1986
Bachelor of Arts (B.A.), Mathematics
Guardian Life Insurance November 2009 - Present
National Life Group 2007 - 2009
CUNA Mutual Group 1996 - 2001
Education
Marist College
BS, Business and Labor Management
National Life Group Registered Director's AssistantMerrill Lynch2002 - 2009
Morgan Stanley Dean Witter 1996 - 2002
Morgan Stanley Dean Witter 1996 - 2002
Education
Middlesex County College 1991 — 1996
Associates, Applied Sciences - Paralegal
National Life Group April 2015 - Present
EMSI June 2013 - April 2015
Univita Health Inc September 2011 - June 2013
Hartford Life May 2007 - June 2009
Allianz Life January 2005 - May 2007
Prudential Financial October 1996 - January 2000
Prudential Financial December 1992 - October 1996
Prudential Financial June 1987 - December 1992
Skills
Underwriting, Insurance, Securities, Life Insurance
Education
Minnesota State University, Mankato 1980 — 1984
Finance
BS Finance/Marketing/Insurance
Dunkin' Brands December 2007 - Present
Parametric Technology Corporation March 2006 - November 2007
Geo-Centers August 2002 - February 2006
Ntirety May 2001 - November 2001
Database Technologies August 1996 - June 2000
National Life Group August 1992 - September 1996
Keane July 1988 - July 1992
Skills
Oracle, PL/SQL, Unix, Oracle Agile PLM, eBusiness Suite, Databases, IT Strategy, Business Analysis, Vendor Management, BMC Remedy Ticketing..., PVCS, Oracle Forms
Education
Massachusetts College of Liberal Arts 1983 — 1988
BS
Residence Inn July 2008 - September 2008
National Life Group May 2008 - June 2008
AIRS December 2004 - January 2008
Maurices Inc. August 2003 - February 2005
Center for Health and Nutrition January 2004 - August 2004
Education
Norwich University 2005 — 2008
BS, Business Management, Finance
Lebanon High School 2001 — 2005
JPMorgan Chase August 2014 - Present
National Life Group May 2012 - July 2014
EMC 2009 - July 2014
MetLife 2012 - 2012
Morgan Stanley 2011 - 2012
Goldman Sachs 2010 - 2011
Kaiser Permanente 2009 - 2009
Montpelier Reinsurance Holdings Ltd 2007 - 2009
Belden January 2003 - May 2007
Education
Monmouth University 1999 — 2001
Master of Science, Computer Science
Saurashtra University
sheth a h sarasvati high school
National Life Group May 2012 - Present
Cognizant Technology Solutions December 2010 - Present
Kaplan University 2011 - 2012
Accenture LLP November 2009 - November 2010
Shell Oil Company 2009 - November 2010
Accenture LLP August 2008 - November 2010
Accenture July 2005 - November 2010
Accenture Technology Solutions July 2005 - November 2010
Accenture 2005 - November 2010
Accenture Services Pvt. Ltd January 2009 - December 2009
Skills
Microsoft BizTalk Server, C#, ASP.net, Microsoft SQL Server, Web Services, .NET, Integration, SharePoint, BizTalk, WCF, ASP.NET, SDLC
Education
Panjab University 2001 — 2005
Bachelor of Technology, Computer Science
Shaheed Udham Singh College of Engineering and Technology 2001 — 2005
Bachelor of Technology, Computer Science
MCS 1990 — 1998
Probe Market Research April 2014 - Present
Melando Planning Group October 2013 - March 2014
National Life Group December 2010 - October 2013
Northwestern Mutual Financial Network January 2008 - June 2010
Various Temp Positions February 2007 - August 2007
Carnegie Press July 2007 - July 2007
Ameriprise May 2007 - May 2007
Holsted Marketing February 2007 - March 2007
Context Web Inc February 2007 - February 2007
Crown Publishing Group January 2006 - May 2006
Skills
Email Marketing, Event Management, Marketing
Education
Montclair State University 2002 — 2006
Bachelor of Science, Marketing
National Life Group November 2007 - Present
Nationwide Financial Network 2001 - 2007
Advanta 2000 - 2001
Morgan, Lewis & Bockius LLP 1998 - 2000
Prudential Financial 1991 - 1998
Skills
FINRA, Series 7, Retirement Planning, Risk Management, Retirement, Insurance, Strategic Financial..., Financial Services, Fixed Annuities, Investments, Relationship Management, Management, Sales, Wealth Management, Program Management, Training, Securities, Leadership, Life Insurance, Finance, Asset Management, Financial Planning, Mutual Funds, Equities, Marketing, Financial Planners, Series 6
Education
Pennsylvania State University-Great Valley Graduate Center 1992 — 1996
MS, Management
Penn State University 1987 — 1991
BS, Finance with Economics Minor
Akamai Technologies April 2015 - Present
Akamai Technologies February 2013 - March 2015
Integralis December 2011 - January 2013
Integralis November 2008 - December 2011
National Life Group June 2007 - May 2008
Skills
Juniper, Avaya, Sourcefire, ISS, Checkpoint, C++, SQL, EnCase, Cisco Security, F5 BigIP, toplayer, Authentication Systems, Network Security, Project Planning, Project Management, 24x7, IDS, IDP, Intrusion Detection, VPN, Cisco Technologies, Penetration Testing, Juniper Technologies
Education
Norwich University 2004 — 2008
BS in Computer Science, Engineering sciences and Information Assurance
Merck April 2015 - Present
Rubicon Consulting, LLC January 2014 - Present
Advanced Memory Research Institute of NJ January 2015 - April 2015
Advanced Memory Research Institute of NJ PC July 2013 - April 2015
Merck January 2005 - August 2010
PRA International March 2002 - December 2004
Pegasus Consulting Group March 2000 - March 2002
Bridgewater Acura September 1999 - March 2000
National Life Group February 1997 - September 1999
Woodhaven Lumber Co. May 1994 - February 1997
Skills
Clinical Trials, Clinical Development, Oncology, Clinical Research, CTMS, Drug Development, CRO, GCP, EDC, Diabetes, Clinical Monitoring, Therapeutic Areas, ICH-GCP, Clinical Operations, Regulatory Submissions, Clinical Data Management, Protocol, Pharmacovigilance, Pharmaceutical Industry, Sop, 21 CFR Part 11, Clinical Study Design, Neurology, Data Management, Neuroscience, Oracle Clinical, Hematology, Trial Management, Regulatory Requirements, Biomarkers, SOP development, Patient Recruitment, Cross-functional Team..., Infectious Diseases, Vaccines, IND, Cancer, IRB, Oncology Clinical..., Market Access, Monoclonal Antibodies, ICH guidelines, Central Nervous System, Medical Writing, Inform, SOP, Leadership
Education
Northern Arizona University 2015 — 2016
Bachelor of Science (B.S.)
Monmouth University
Communication, General
Retired 2nd Vice President, Strategic Project ManagementNational Life GroupOctober 2009 - June 2011
National Life Group April 2009 - October 2009
National Life Group November 2005 - April 2009
IKON Office Solutions 2004 - October 2005
IKON Office Solutions 2003 - 2004
IKON Office Solutions 2001 - 2003
IKON Office Solutions 1998 - 2001
Education
Temple University - Fox School of Business and Management 1980 — 1984
MBA, Finance
Penn State University 1968 — 1973
National Life Group December 2006 - Present
Associated Press/ENPS 1978 - 2006
Skills
Social Media, Editing, Public Relations, Copy Editing, Corporate Communications, Community Outreach, Marketing Communications, Strategic Communications, Social Networking, Fundraising, Social Media Marketing, Blogging, Nonprofits, Marketing, Media Relations, Public Speaking, Newsletters, Copywriting, Event Planning
Education
Middlebury College 1971 — 1975
Bachelor's degree, American History (United States)
National Life Group July 2012 - Present
National Life Group August 2007 - June 2012
DealerTrack 2006 - 2007
DealerWire 2004 - 2006
DealerWire 2001 - 2004
Technos Corporation 1998 - 2000
Skills
Business Analysis, Integration, MS Project, Process Improvement, Program Management, Project Management, Vendor Management, Change Management, SDLC, Team Building, Planview, Business Process..., Software Development, Team Leadership, Resource Management, Requirements Analysis, Project Portfolio..., Requirements Gathering, Leadership, Management, Software Project..., PMO
Education
New York University
BA, Psychology, Economics
Phillips Academy - Andover
National Life Group January 2014 - Present
UVM Men's Rugby 2007 - 2014
Image Relay February 2013 - July 2013
Meeting Sciences, Inc. October 2009 - November 2012
Pitney Bowes Business Insight September 2007 - December 2008
Pitney Bowes Business Insight (formerly MapInfo Corp) 2007 - 2008
MapInfo Corp. November 1994 - September 2007
MapInfo Corporation February 1992 - November 1994
Lotus Development October 1990 - March 1991
National Life Group October 1988 - March 1990
Skills
XML, .NET, C#, Silverlight, C++, OOP, C, Software Development, MVVM, WPF, XAML, CruiseControl, Git, Agile Application..., ASP.NET MVC, SQL
Education
Middlebury College 1975 — 1982
B. A., English Literature
National Life Group January 2001 - Present
Crabtree & Evelyn 1999 - 2001
The Colrane Company 1996 - 1999
Skills
Retirement, Insurance, Employee Benefits, Financial Services, Fixed Annuities, Marketing, Marketing Strategy
Education
Norwich University 2003 — 2004
Master of Business Administration (MBA)
Norwich University 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Crown Capital Securities, L.P. February 2009 - Present
Signator Advisory Group June 2006 - February 2009
National Life Group January 1980 - June 2006
National Life of Vermont 1980 - 1997
Skills
Investments, Asset Managment, Private Equity, Alternative Investments, Portfolio Management, Equities, Due Diligence, Valuation, Investment Management
Education
Oregon State University 1973 — 1976
Bachelor of Science (BS), Marketing/Marketing Management, General
National Life Group January 2011 - Present
National Advanced Planning Group, LLC 2004 - December 2010
The MONY Group 2001 - 2004
National Advisors Private Client Group, LLC 1999 - 2002
Guardian Life Insurance 1981 - 1999
Education
Maurice A. Deane School of Law at Hofstra University 1979 — 1981
JD, Law
UBS Wealth Management August 2011 - Present
Barnes and Noble College Book Store January 2008 - May 2011
National Life Group May 2009 - August 2009
Skills
Fixed Income, Wealth Management, Financial Services, Alternative Investments, Bloomberg, Series 7, Microsoft Office
Education
Longwood University 2007 — 2011
Under Grad, Finance
SUNY Potsdam
National Life Group August 2010 - Present
Education
Norwich University
BS, Mathematics
Bloomberg BNA January 2014 - Present
Bloomberg Law January 2013 - January 2014
Hire Counsel October 2011 - December 2012
National Life Group March 2010 - January 2012
Lakeshore Athletic Club May 2009 - February 2010
Strauss & Malk LLP January 2007 - April 2009
Skills
Legal Research, Civil Litigation, Contract Negotiation, Real Estate, Litigation, Due Diligence, Mergers, Corporate Governance, Mediation, Securities, Estate Planning, Courts, Intellectual Property, Joint Ventures, Licensing, Mergers & Acquisitions, International Law, Legal Advice, Legal Assistance, Arbitration, Westlaw
Education
Loyola University Chicago School of Law 1999 — 2002
JD, Law
Vanderbilt University 1993 — 1997
BA, Political Science
Phillips Academy Andover 1989 — 1993
National Life Group June 2009 - Present
National Life Group October 2007 - Present
Webster Financial Corporation January 2000 - January 2007
Webster Financial Corporation January 2000 - January 2007
Fleet Bank January 1998 - July 2000
Fleet Bank January 1998 - January 2000
Shawmut Bank July 1996 - January 1998
Fleet Bank January 1996 - January 1998
Shawmut Bank January 1990 - January 1996
Shawmut Bank January 1990 - January 1995
Education
University of Conn
2006, Business Mastery
Middlesex Community College
A.S, Accounting
Middlesex Community College
Associates Degree, Accounting
2006 Business Mastery Program - University of Connecticut
National Life Group VP - Protection FinanceNational Life GroupSeptember 2009 - March 2011
Skills
Whole Life, Leadership Development, Disability Insurance, Term Life Insurance, Retirement, Life Insurance, Insurance, Retirement Planning, Fixed Annuities, 401k, IRAs, Public Speaking, Long-term Care, Strategic Planning, Strategic Financial..., Estate Planning, Budgets, Financial Planners, Series 63, Mutual Funds, Financial Services, Leadership
Education
Norwich University 1978 — 1984
Accounting and Business/Management
Epic Financial Corporation January 2000 - Present
One Resource Group January 2000 - Present
Ameriprise Financial Services, Inc. 2006 - 2008
First Variable Life January 1998 - January 2001
National Brokerage Associates, Inc. January 2000 - January 2000
BISYS Insurance Services January 2000 - January 2000
National Life Group January 2000 - January 2000
ING 1996 - 1998
Fortis Investments 1992 - 1996
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Commercial Pilot,..., Microsoft Excel, Life Insurance, Microsoft Word, Strategic Planning, Process Improvement, Strategic Financial..., Management, Fixed Annuities, Marketing Strategy, Leadership, Sales, Insurance, Marketing, Budgets, Start-ups, Mergers & Acquisitions, Sales Operations, Finance, Entrepreneurship, Executive Management
Education
Pacific University
BS, Business Management
National Guardian Life Insurance Company November 2009 - Present
National Guardian Life Insurance Company November 2009 - Present
National Life Group February 2007 - November 2009
Ulster Savings Bank/Ryan Insurance January 2006 - February 2007
National Advanced Planning Group, LLC July 2005 - January 2006
The MONY Group January 2001 - July 2005
The CUNA Mutual Group December 1996 - January 2001
The Reis Group February 1992 - December 1996
The Augustine Agency January 1989 - February 1992
Prudential Gary Greene, Reseach Forest, The Woodlands,Tx January 1987 - January 1989
Skills
Retirement Planning, Retirement, Financial Planning, Fixed Annuities, Life Insurance, Insurance, Employee Benefits, Investments, Mutual Funds, Series 7, Disability Insurance, Long-term Care, Financial Advisory
Education
The American College
The American College
CLU
Marist College
Bachelor of Science, Business Administration/Personnel and Labor Relations
Ulster County Community College
Associate, Science, Business Administration/Accounting
National Life Group August 2009 - Present
Financial Integrity Strategies August 2009 - Present
JPMorgan Chase March 2008 - July 2009
Nomura Securities 2000 - 2004
Skills
Fixed Annuities, Insurance, Life Insurance, Long-term Care, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Health Insurance, Employee Benefits, Whole Life, Fixed Income, Brokers, Small Business, Financial Analysis, Financial Risk, FINRA, Leadership, Marketing, Underwriting
Education
Manhattan College 1976 — 1980
LaSalle Academy 1972 — 1976
National Life Group August 2012 - Present
Mass Mutual Insurance August 2010 - October 2012
B and G Commodities January 1994 - March 2008
Skills
FX Options, Customer Service, Sales Management, Mutual Funds, Asset Management, Business Development, Trading, Asset Managment, Financial Markets, Investments, Valuation, Bloomberg, Real Estate, Finance, Securities, Equities, Estate Planning, Series 7, Options, Series 63, Risk Management, Disability Insurance, Selling, Insurance, FINRA, Fixed Income, Negotiation, Sales, Microsoft Excel, Capital Markets, Budgets, Fixed Annuities, Hedge Funds, Proprietary Trading, Account Management, Investment Strategies, Hedging, Long-term Care, Derivatives, Strategic Planning, Health Insurance, Life Insurance, Technical Analysis, Alternative Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Marketing, Employee Benefits, Retirement
Education
Manhattan College 1976 — 1978
Advertising
Marquette University
National Life Group March 2010 - Present
Self Employed 2001 - February 2010
Lincoln Financial Advisors 2001 - 2002
IDS/ American Express Financial Advisors 1991 - 2001
Education
Institute of Business & Finance
Master's Degree, Master of Science in Financial Services
Post University
Bachelor of Arts (B.A.), Finance, General
The American College
ChFC
Johnson State College May 2007 - Present
ekirkdesign May 2007 - 2012
National Life Group May 2006 - August 2006
Skills
Graphic Design, InDesign, Illustrator, Adobe Creative Suite, Dreamweaver, Mac, Web Design, Photoshop, Logo Design, Posters, Photography, Layout
Education
Lyndon State College 2003 — 2007
Bachelor's degree, Graphic Design and Digital Media
Lyndon State College 2003 — 2007
Bachelor of Arts (BA), Graphic Design
Union Mutual of Vermont July 2015 - Present
Union Mutual of Vermont February 2015 - Present
National Life Group March 2013 - Present
Union Mutual of Vermont 2015 - 2015
National Life Group November 2011 - February 2013
National Retirement Plan Advisors May 1986 - February 2012
Skills
Fixed Annuities, Management, Retirement, Insurance, Mutual Funds, Retirement Planning, 401k, Finance, Disability Insurance, Investments, Portfolio Management
Education
Lyndon State College
Bachelor's degree, Business Administration, Management and Operations
State of Vermont February 2014 - Present
NTT DATA October 2005 - February 2014
National Life Group February 2001 - October 2005
VIASOFT/ASG SOFTWARE October 1997 - November 2000
Skills
MS Project, Team Building, Team Management, Risk Management, Microsoft Office, Problem Solving, Leading Meetings, Planview Enterprise, Trained Facilitator, Software Development, Facilitators, PMP, Business Analysis, Project Management, Integration, Microsoft SQL Server, Leadership, Microsoft Project, PMO, Program Management, Requirements Analysis, SDLC
Education
NAIT
Associate's degree, Information Technology
National Life Group June 2014 - Present
First Western Trust January 2013 - May 2014
TransFirst July 2011 - May 2012
First Citizens Bank February 2011 - July 2011
United Western Bank October 2007 - January 2011
Skills
Loans, Credit Analysis, Small Business Lending, Credit, Commercial Lending, Portfolio Management, Banking
Education
Lyndon State College 1998 — 2002
Human Services
Community Wealth Partners July 2015 - Present
ProInspire July 2015 - Present
Kantar Retail June 2013 - May 2015
National Life Group June 2012 - December 2012
Middlebury Interactive Languages June 2011 - July 2011
Skills
Qualitative Research, Data Analysis, Community Outreach, LDRPS, Writing, Quantitative Research, Survey Design, Project Management, Written & Oral..., SPSS, NotiFind, Microsoft Excel, PowerPoint, Analysis
Education
Middlebury College 2009 — 2013
BA, Magna Cum Laude, Psychology with a minor in French
Université Denis Diderot (Paris VII) 2011 — 2012
Psychology
Stowe High School 2005 — 2009
Class of 2009 Valedictorian
National Life Group April 2011 - Present
National Life Group October 2007 - April 2011
National Life Group October 2000 - October 2007
Skills
Access, QuickBooks, Accounting, Accounts Receivable
Education
Hesser College 1988 — 1990
Accounting
Union 32 1984 — 1988
Sullivan Powers July 2012 - Present
National Life Group May 2011 - August 2011
Education
Norwich University 2008 — 2012
State of Vermont July 2012 - Present
NTT DATA 2004 - 2012
National Life Group September 2000 - February 2004
Skills
Accounts Payable
Education
Lyndon State College 1984 — 1988
Bachelor of Arts (B.A.), Social Sciences
National Life Group 1997 - Present
National Life Group 1983 - 1996
Skills
Internal Audit, Internal Controls, Risk Management, Sarbanes-Oxley Act, Enterprise Risk..., CISA, Risk Assessment, Governance, IT Audit, Auditing, Business Process..., Management Consulting, Fraud, Data Analysis, Insurance, Process Improvement, Financial Services
Education
Norwich University 1979 — 1983
Bachelor of Arts (B.A.)
National Life Group May 2014 - Present
National Life Group May 2014 - Present
US Army January 2009 - Present
US Army January 2009 - Present
National Life Group August 2013 - April 2014
Norwich University 2008 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Military, Leadership, Business, Internet, Management, PowerPoint, Problem Solving, Strategic Planning, Managerial Finance, Accounting, Statistics, Business Analysis, Counterinsurgency, Information Assurance, Software Documentation, Organizational..., DoD, Team Leadership, Leadership Development, Research, Training, Government, Time Management, Policy, Public Speaking, Teamwork, Access, Military Operations, Inventory Management, Analysis, Project Planning, Command, Military Training, Operations Management, Data Analysis, Military Experience, Tactics, Financial Analysis, Risk Management, Budgets, Critical Thinking, Army, Customer Service, Process Improvement, Homeland Security, Team Building
Education
Norwich University 2008 — 2012
Bachelor of Applied Science (BASc), Accounting and Finance
Norwich University 2008 — 2012
Bachelor of Applied Science (BASc), Accounting and Finance
National Life Group 2000 - 2011
Education
New Jersey City University 1990 — 1996
Bachelor's degree, Accounting
Macy's September 2011 - Present
Catholic Charities September 2014 - June 2015
NB and Associates June 2012 - June 2014
National Life Group May 2011 - May 2012
Rooz Info LTD April 2005 - August 2010
Skills
Marketing, Accounting, Billing Systems, Computer Graphics, AutoCAD, Computer Software..., Computer Operations, Computer Hardware, Customer Service..., Lotus Notes, Management, Teamwork, POS, Microsoft Excel, PowerPoint, Software Documentation, Sales, Human Resources, Invoicing, Data Entry, Analysis, Merchandising, Microsoft Word, Microsoft Office, Sales Management, Office Administration, Customer Service, Team Building, Filing
Education
Loyola Marymount University
BIHE 2004 — 2008
Bachelor's degree
National Life Group March 2010 - Present
National Life Group July 1996 - March 2010
S-K-I Ltd. October 1986 - October 1996
Skills
Auditing, Insurance, Financial Analysis, Life Insurance, Fixed Annuities, Risk Management, Mutual Funds, Investments, Accounting, Retirement, Finance, Financial Reporting, Internal Audit, Underwriting, Disability Insurance, Health Insurance, Internal Controls, Financial Services
Education
Rider University 1982 — 1983
Master of Business Administration (MBA)
Miami University 1975 — 1979
Business
National Life Group May 2012 - Present
Blue Cross and Blue Shield of Vermont August 2008 - December 2011
Comair April 2002 - June 2008
Education
University of Phoenix 2007 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Northwest State Community College 1996 — 1998
National Life Group September 2013 - Present
National Life Group November 2008 - September 2013
Skills
Insurance, Investments, Retirement Planning, Retirement, Financial Planning, Financial Services, Life Insurance, Finance
Education
Norwich University
National Life Group August 2012 - Present
Skills
Retirement, Insurance, Life Insurance, Health Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Underwriting, Employee Benefits, Long-term Care
Education
Middle Tennessee State University 1965 — 1969
Bachelor's Degree, Business Administration and Management, General
Kaplan School of Insurance Property and Casualty School
Property and Casualty License