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
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National Life Group Employees
Employee
Years
Job
Industry
Marco Campa Marco Campa's National Life Group Experience September 2014 - Present
Job Internal Wholesaler at National Life Group
Industry Investment Management
Experience
National Life Group September 2014 - Present
Avere Equity Advisors LLC October 2013 - July 2014
Skills
Medical Real Estate, Senior Living..., Investor Relations, Alternative Investments, Financial Communications, Private Equity, Investments, Financial Markets, New Business Development, Salesforce.com, Indexed Annuities, IRAs, Life Insurance, Annuity Sales
Education
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.), Finance, General
National Life Group September 2014 - Present
Avere Equity Advisors LLC October 2013 - July 2014
Skills
Medical Real Estate, Senior Living..., Investor Relations, Alternative Investments, Financial Communications, Private Equity, Investments, Financial Markets, New Business Development, Salesforce.com, Indexed Annuities, IRAs, Life Insurance, Annuity Sales
Education
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.), Finance, General
Jim Ortenzio Jim Ortenzio's National Life Group Experience July 2012 - Present
Job General Agent at National Life Group
Industry Financial Services
Experience
National Life Group July 2012 - Present
Paramount Wealth Group,LLC September 2011 - July 2012
MetLife November 1985 - November 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
Bachelor of Arts (B.A.), Economics
St.Josephs High School 1977 — 1981
National Life Group July 2012 - Present
Paramount Wealth Group,LLC September 2011 - July 2012
MetLife November 1985 - November 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
Bachelor of Arts (B.A.), Economics
St.Josephs High School 1977 — 1981
Edden Burshtein's National Life Group Experience August 2011 - December 2012
Job Business Risk Consultant at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP September 2014 - Present
Crowe Horwath LLP June 2013 - August 2013
The Andrew W. Mellon Foundation June 2012 - April 2013
Hillel August 2011 - December 2012
National Life Group August 2011 - December 2012
Baruch College History Department January 2011 - August 2012
Volunteer Income Tax Assistance (VITA) - Baruch College December 2009 - December 2011
Peace in the Middle East at Baruch College September 2010 - September 2011
4D Security Solutions, Inc June 2010 - August 2010
Skills
Microsoft Office, Hebrew, Film, Outlook, Management, Auditing, Accounting, Customer Service, Administrative..., Internal Controls, Microsoft Word, Tax Preparation, Microsoft Excel, PowerPoint, Testing, Spreadsheets, Lotus Notes, Windows, Internal Audit, US GAAP, Budgets
Education
The University of Connecticut School of Business 2014 — 2016
Master's Degree, Accounting
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
B.B.A. in Accounting, Film Minor
Crowe Horwath LLP September 2014 - Present
Crowe Horwath LLP June 2013 - August 2013
The Andrew W. Mellon Foundation June 2012 - April 2013
Hillel August 2011 - December 2012
National Life Group August 2011 - December 2012
Baruch College History Department January 2011 - August 2012
Volunteer Income Tax Assistance (VITA) - Baruch College December 2009 - December 2011
Peace in the Middle East at Baruch College September 2010 - September 2011
4D Security Solutions, Inc June 2010 - August 2010
Skills
Microsoft Office, Hebrew, Film, Outlook, Management, Auditing, Accounting, Customer Service, Administrative..., Internal Controls, Microsoft Word, Tax Preparation, Microsoft Excel, PowerPoint, Testing, Spreadsheets, Lotus Notes, Windows, Internal Audit, US GAAP, Budgets
Education
The University of Connecticut School of Business 2014 — 2016
Master's Degree, Accounting
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
B.B.A. in Accounting, Film Minor
Rick Kester Rick Kester's National Life Group Experience November 2009 - May 2014
Job Manager, InsuranceLife and Annuity at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
National Life Group November 2009 - May 2014
MetLife 2004 - 2009
New England Financial December 2003 - August 2004
US Navy Reserve September 1998 - March 2002
US Navy September 1994 - July 1999
Skills
Series 6, Series 63, Series 26, Fixed Annuities, Variable Annuities, Indexed Annuities, Partner Relationship..., Operational Efficiency, FINRA, Retirement Planning
Education
Southern Nazarene University 2006 — 2008
Master of Business Administration (MBA), Finance, General
Southern Nazarene University 2002 — 2003
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
New York Life Insurance Company June 2014 - Present
National Life Group November 2009 - May 2014
MetLife 2004 - 2009
New England Financial December 2003 - August 2004
US Navy Reserve September 1998 - March 2002
US Navy September 1994 - July 1999
Skills
Series 6, Series 63, Series 26, Fixed Annuities, Variable Annuities, Indexed Annuities, Partner Relationship..., Operational Efficiency, FINRA, Retirement Planning
Education
Southern Nazarene University 2006 — 2008
Master of Business Administration (MBA), Finance, General
Southern Nazarene University 2002 — 2003
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
Megan Beattie's National Life Group Experience May 2015 - Present
Job Project Assistant at National Life Group
Industry Research
Experience
National Life Group May 2015 - Present
Church Street Marketplace January 2015 - May 2015
Saint Michael's College January 2015 - May 2015
Saint Michael's College August 2014 - September 2014
Vermont Department of Labor June 2014 - August 2014
Vermont Department of Labor June 2013 - September 2013
Windridge Tennis & Sports Camps June 2010 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Business Writing, Community Outreach, Public Speaking, Leadership, Fundraising, Coaching, Resume Writing, French, Marketing, Critical Thinking
Education
Saint Michael's College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Minor in Economics, Summa Cum Laude
London School of Economics and Political Science 2013 — 2014
Study Abroad, Economics
National Life Group May 2015 - Present
Church Street Marketplace January 2015 - May 2015
Saint Michael's College January 2015 - May 2015
Saint Michael's College August 2014 - September 2014
Vermont Department of Labor June 2014 - August 2014
Vermont Department of Labor June 2013 - September 2013
Windridge Tennis & Sports Camps June 2010 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Business Writing, Community Outreach, Public Speaking, Leadership, Fundraising, Coaching, Resume Writing, French, Marketing, Critical Thinking
Education
Saint Michael's College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Minor in Economics, Summa Cum Laude
London School of Economics and Political Science 2013 — 2014
Study Abroad, Economics
Ashley Knapp Ashley Knapp's National Life Group Experience August 2015 - Present
Job Business Analyst I
Industry Public Relations and Communications
Experience
National Life Group August 2015 - Present
American Honda Financal Services January 2015 - June 2015
American Honda Financial Services March 2014 - January 2015
Gaylord Entertainment Company October 2013 - January 2014
Just-Us Mavs Public Relations Agency August 2012 - December 2012
NRH2O Family Waterpark 2007 - 2012
Skills
Fundraising, Interviews, Facebook, Public Relations, Social Media, Food & Beverage, Event Planning, Press Releases, Event Management, Social Media Marketing, Social Networking, Marketing Communications, Software Documentation, Public Speaking, PowerPoint, Time Management, Customer Service, Microsoft Office, Leadership, Teamwork, Microsoft Word, Microsoft Excel, Editing, Proofing, Research, Retail, Sales
Education
The University of Texas at Arlington 2009 — 2012
Bachelor of Communication, Public Relations
The University of Texas at Arlington 2009 — 2012
Bachelor of Communication, Advertising
National Life Group August 2015 - Present
American Honda Financal Services January 2015 - June 2015
American Honda Financial Services March 2014 - January 2015
Gaylord Entertainment Company October 2013 - January 2014
Just-Us Mavs Public Relations Agency August 2012 - December 2012
NRH2O Family Waterpark 2007 - 2012
Skills
Fundraising, Interviews, Facebook, Public Relations, Social Media, Food & Beverage, Event Planning, Press Releases, Event Management, Social Media Marketing, Social Networking, Marketing Communications, Software Documentation, Public Speaking, PowerPoint, Time Management, Customer Service, Microsoft Office, Leadership, Teamwork, Microsoft Word, Microsoft Excel, Editing, Proofing, Research, Retail, Sales
Education
The University of Texas at Arlington 2009 — 2012
Bachelor of Communication, Public Relations
The University of Texas at Arlington 2009 — 2012
Bachelor of Communication, Advertising
Josseph Cruz Josseph Cruz's National Life Group Experience March 2012 - August 2012
Job Financial Advisor at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2012 - Present
Principal Financial Group March 2012 - Present
National Life Group March 2012 - August 2012
Costco Wholesale January 2010 - April 2011
Skills
General Insurance, Health Insurance, Property & Casualty..., Insurance, Term Life Insurance, Casualty, Liability, Disability Insurance, Claim, Professional Liability, Legal Liability
Education
Santiago Canyon College 2012 — 2014
In Process, International Finance
New York Life Insurance Company August 2012 - Present
Principal Financial Group March 2012 - Present
National Life Group March 2012 - August 2012
Costco Wholesale January 2010 - April 2011
Skills
General Insurance, Health Insurance, Property & Casualty..., Insurance, Term Life Insurance, Casualty, Liability, Disability Insurance, Claim, Professional Liability, Legal Liability
Education
Santiago Canyon College 2012 — 2014
In Process, International Finance
Catherine Tea Catherine Tea's National Life Group Experience July 1997 - December 1997
Job Senior Consultant at CGI; Sales Representatives at Remax Realtron Realty Inc., Brokerage
Industry Telecommunications
Experience
Remax Realtron Realty Inc., Brokerage July 2011 - Present
CGI November 2000 - Present
CGI January 1998 - October 2000
National Life Group July 1997 - December 1997
Bell Sygma March 1995 - June 1997
Skills
System Development Life..., Problem Solving, Software System Analysis, SDLC, Requirements Analysis, Analysis, Project Delivery, Telecommunications, Project Management, Databases, Software Documentation
Education
Seneca College of Applied Arts and Technology 2007 — 2008
Oracle 10g
IBM Technical Training 2003 — 2003
MQSeries
IBM Technical Training 1998 — 1999
IMS & DB2 Application Programming
Seneca College of Applied Arts and Technology 1997 — 1997
C++ & Visual Basic Programming
University of Waterloo 1991 — 1995
BMath, Computer Science
Good Hope School 1976 — 1988
Remax Realtron Realty Inc., Brokerage July 2011 - Present
CGI November 2000 - Present
CGI January 1998 - October 2000
National Life Group July 1997 - December 1997
Bell Sygma March 1995 - June 1997
Skills
System Development Life..., Problem Solving, Software System Analysis, SDLC, Requirements Analysis, Analysis, Project Delivery, Telecommunications, Project Management, Databases, Software Documentation
Education
Seneca College of Applied Arts and Technology 2007 — 2008
Oracle 10g
IBM Technical Training 2003 — 2003
MQSeries
IBM Technical Training 1998 — 1999
IMS & DB2 Application Programming
Seneca College of Applied Arts and Technology 1997 — 1997
C++ & Visual Basic Programming
University of Waterloo 1991 — 1995
BMath, Computer Science
Good Hope School 1976 — 1988
Schane Goheen CFP® CLU® Schane Goheen CFP® CLU®'s National Life Group Experience January 2015 - Present
Job Vice President at Creative Wealth Group
Industry Financial Services
Experience
National Life Group January 2015 - Present
Prudential Financial September 2013 - January 2015
First Command Financial Planning October 2010 - August 2013
Skills
401k, Business Needs Analysis, Employee Benefits, Estate Planning..., Executive Benefits, Financial Strategies, Insurance Strategies, Investments, Key Person Insurance, Pension Plans, Retirement Planning, IRAs, Charitable Giving...
Education
San Diego State University-California State University 1993 — 1997
Bachelor of Arts, Psychology
National Life Group January 2015 - Present
Prudential Financial September 2013 - January 2015
First Command Financial Planning October 2010 - August 2013
Skills
401k, Business Needs Analysis, Employee Benefits, Estate Planning..., Executive Benefits, Financial Strategies, Insurance Strategies, Investments, Key Person Insurance, Pension Plans, Retirement Planning, IRAs, Charitable Giving...
Education
San Diego State University-California State University 1993 — 1997
Bachelor of Arts, Psychology
Din Chaney Din Chaney's National Life Group Experience 2009 - 2011
Job ACAOM
Industry Alternative Medicine
Experience
National Life Group 2009 - 2011
PDI 2008 - March 2009
Gordon Financial 2007 - 2008
Education
The University of Texas at Austin 1996 — 2000
B.S.
National Life Group 2009 - 2011
PDI 2008 - March 2009
Gordon Financial 2007 - 2008
Education
The University of Texas at Austin 1996 — 2000
B.S.
Chris Larkin Chris Larkin's National Life Group Experience November 2012 - Present
Job Sales and Marketing Manager
Industry Insurance
Experience
National Life Group November 2012 - Present
The Phoenix Companies October 2005 - June 2012
Integrity Life September 2002 - October 2005
Sage Life Assurance April 2001 - October 2002
American Skandia March 1995 - April 2001
Skills
Sales Presentations, Variable Annuities, Life Insurance, Sales, Insurance, New Client Acquisitions, Territory Development, Retirement Planning, Small Business Marketing, Strategic Financial..., Sales Management, Public Speaking, FINRA, Indexed Annuities, Fixed Annuities, Marketing, Relationship Management, Email Marketing, Brand Development, Brand Management, Product Marketing, Project Management, Retirement Plan..., Small Business, CRM, Computer Science, Website Development
Education
Sacred Heart University 1992 — 1996
BS, Business
National Life Group November 2012 - Present
The Phoenix Companies October 2005 - June 2012
Integrity Life September 2002 - October 2005
Sage Life Assurance April 2001 - October 2002
American Skandia March 1995 - April 2001
Skills
Sales Presentations, Variable Annuities, Life Insurance, Sales, Insurance, New Client Acquisitions, Territory Development, Retirement Planning, Small Business Marketing, Strategic Financial..., Sales Management, Public Speaking, FINRA, Indexed Annuities, Fixed Annuities, Marketing, Relationship Management, Email Marketing, Brand Development, Brand Management, Product Marketing, Project Management, Retirement Plan..., Small Business, CRM, Computer Science, Website Development
Education
Sacred Heart University 1992 — 1996
BS, Business
Jessica Damato Jessica Damato's National Life Group Experience June 2009 - April 2010
Job Manager Talent Acquisition at Indeed.com
Industry Staffing and Recruiting
Experience
Indeed.com June 2015 - Present
Indeed.com October 2014 - June 2015
Indeed.com April 2013 - October 2014
Robert Half International March 2013 - April 2013
Robert Half International January 2012 - March 2013
Robert Half International July 2010 - January 2012
National Life Group June 2009 - April 2010
Jonathan Marks and Associates November 2008 - April 2009
Spherion April 2008 - November 2008
Michael Page International September 2006 - February 2008
Skills
Talent Acquisition, Recruiting, Financial Recruiting, Corporate Recruiting, talent, Skilled Labor, Temporary Staffing, Applicant Tracking..., Temporary Placement, Customer Service, Interviews, Sales, Staffing Services, College Recruiting, Human Resources, Internet Recruiting, PeopleSoft, Talent Management, Contract Recruitment, Permanent Placement, Technical Recruiting, Sourcing, Hiring, HRIS, Management, Search, Screening Resumes, Executive Search, Networking, Benefits Negotiation, Onboarding, Cold Calling, Resume Writing
Education
Southern Connecticut State University 1996 — 1999
Bachelor of Science (B.S.)
University of Vermont 1994 — 1996
Norwalk High School 1990 — 1994
Jefferson Elementary School
Indeed.com June 2015 - Present
Indeed.com October 2014 - June 2015
Indeed.com April 2013 - October 2014
Robert Half International March 2013 - April 2013
Robert Half International January 2012 - March 2013
Robert Half International July 2010 - January 2012
National Life Group June 2009 - April 2010
Jonathan Marks and Associates November 2008 - April 2009
Spherion April 2008 - November 2008
Michael Page International September 2006 - February 2008
Skills
Talent Acquisition, Recruiting, Financial Recruiting, Corporate Recruiting, talent, Skilled Labor, Temporary Staffing, Applicant Tracking..., Temporary Placement, Customer Service, Interviews, Sales, Staffing Services, College Recruiting, Human Resources, Internet Recruiting, PeopleSoft, Talent Management, Contract Recruitment, Permanent Placement, Technical Recruiting, Sourcing, Hiring, HRIS, Management, Search, Screening Resumes, Executive Search, Networking, Benefits Negotiation, Onboarding, Cold Calling, Resume Writing
Education
Southern Connecticut State University 1996 — 1999
Bachelor of Science (B.S.)
University of Vermont 1994 — 1996
Norwalk High School 1990 — 1994
Jefferson Elementary School
Michele Dungworth Michele Dungworth's National Life Group Experience April 2015 - Present
Job Director, Market Conduct & Compliance at National Life Group
Industry Financial Services
Experience
National Life Group April 2015 - Present
Allianz Life Insurance Company of North America May 2014 - April 2015
Allianz Life Insurance Company of North America 2012 - May 2014
Allianz Life Insurance Company of North America 2007 - 2011
Allianz Life Insurance Company of North America 2002 - 2007
Allianz Life Insurance Company of North America 1999 - 2002
New York Life Insurance Company June 1994 - April 1999
Skills
Visio, PowerPoint, Microsoft Word, Microsoft Excel, SharePoint, Compliance, Financial Services, Finance, Access Control, Internal Controls, Auditing, Management, Variance Analysis, Accounting, Insurance
Education
St. Mary's University of Minnesota 2014 — 2015
Master of Organizational Leadership
St. Cloud State University 1991 — 1994
Bachelor of Arts (B.A.), English (Concentration in Writing) and Art History
National Life Group April 2015 - Present
Allianz Life Insurance Company of North America May 2014 - April 2015
Allianz Life Insurance Company of North America 2012 - May 2014
Allianz Life Insurance Company of North America 2007 - 2011
Allianz Life Insurance Company of North America 2002 - 2007
Allianz Life Insurance Company of North America 1999 - 2002
New York Life Insurance Company June 1994 - April 1999
Skills
Visio, PowerPoint, Microsoft Word, Microsoft Excel, SharePoint, Compliance, Financial Services, Finance, Access Control, Internal Controls, Auditing, Management, Variance Analysis, Accounting, Insurance
Education
St. Mary's University of Minnesota 2014 — 2015
Master of Organizational Leadership
St. Cloud State University 1991 — 1994
Bachelor of Arts (B.A.), English (Concentration in Writing) and Art History
Ryan Minsker's National Life Group Experience May 2014 - January 2015
Job Sales Analyst at Acxiom | Digital Impact
Industry Information Technology and Services
Experience
Acxiom Digital Impact April 2015 - Present
National Life Group May 2014 - January 2015
Acxiom May 2013 - August 2013
Acxiom June 2012 - August 2012
Brewster Chamber Of Commerce June 2011 - August 2011
Skills
Marketing, Market Research, Email Marketing, Advertising, Leadership, Customer Service, Social Media, Sales, Teamwork, Social Networking
Education
SUNY Potsdam 2010 — 2014
Bachelor’s Degree, Business Administration and Management, General
Acxiom Digital Impact April 2015 - Present
National Life Group May 2014 - January 2015
Acxiom May 2013 - August 2013
Acxiom June 2012 - August 2012
Brewster Chamber Of Commerce June 2011 - August 2011
Skills
Marketing, Market Research, Email Marketing, Advertising, Leadership, Customer Service, Social Media, Sales, Teamwork, Social Networking
Education
SUNY Potsdam 2010 — 2014
Bachelor’s Degree, Business Administration and Management, General
Jonathan Glass Jonathan Glass's National Life Group Experience January 2008 - July 2014
Job Actuarial Assistant at AIG
Industry Financial Services
Experience
AIG August 2014 - Present
National Life Group January 2008 - July 2014
Skills
Actuarial Science, Insurance, Valuation, Financial Reporting, Retirement, Life Insurance, Financial Analysis, Access, Risk Management, Financial Modeling, Portfolio Management
Education
Texas A&M University 2003 — 2005
Bachelor's Degree, Applied Mathematics
Texas Tech University 2001 — 2002
Mathematics
AIG August 2014 - Present
National Life Group January 2008 - July 2014
Skills
Actuarial Science, Insurance, Valuation, Financial Reporting, Retirement, Life Insurance, Financial Analysis, Access, Risk Management, Financial Modeling, Portfolio Management
Education
Texas A&M University 2003 — 2005
Bachelor's Degree, Applied Mathematics
Texas Tech University 2001 — 2002
Mathematics
Thomas Quinn, CLU Thomas Quinn, CLU's National Life Group Experience 1996 - 2006
Job Agency Vice President at Ohio National
Industry Financial Services
Experience
Ohio National Financial Services April 2014 - Present
Ameritas 2008 - December 2013
National Life Group 1996 - 2006
Connecticut Mutual now known as MassMutual Financial Group 1991 - 1996
Skills
FINRA Series..., Life insurance, Disability Insurance, Annuities, Long Term Care, Pensions, Securities, RIA, Field Office..., Fixed Annuities, Long-term Care, Life Insurance, Retirement, Financial Services, Retirement Planning, Term Life Insurance, IRAs, 401k, Series 6, Insurance
Education
The American College
CLU, Financial Services
University of Minnesota-Twin Cities
Bachelor of Elected Studies, Liberal Arts
Ohio National Financial Services April 2014 - Present
Ameritas 2008 - December 2013
National Life Group 1996 - 2006
Connecticut Mutual now known as MassMutual Financial Group 1991 - 1996
Skills
FINRA Series..., Life insurance, Disability Insurance, Annuities, Long Term Care, Pensions, Securities, RIA, Field Office..., Fixed Annuities, Long-term Care, Life Insurance, Retirement, Financial Services, Retirement Planning, Term Life Insurance, IRAs, 401k, Series 6, Insurance
Education
The American College
CLU, Financial Services
University of Minnesota-Twin Cities
Bachelor of Elected Studies, Liberal Arts
Ravali Pillati's National Life Group Experience December 2012 - February 2013
Job Sr. Business Analyst at CCC Information Services
Industry Computer Software
Experience
CCC Information Services May 2015 - Present
Northern Trust Wealth Management August 2014 - Present
AAA 2014 - Present
MetLife April 2013 - December 2013
National Life Group December 2012 - February 2013
Cushman & Wakefield April 2012 - September 2012
Skills
Software Development, HTML, Salesforce.com..., Management, Salesforce.com, SSRS, SDLC, Requirements Analysis, Microsoft SQL Server, Business Process, Agile Methodologies, Integration, Java, CRM, Enterprise Software
Education
Santa Clara University
Master's degree, Computer Software Engineering
CCC Information Services May 2015 - Present
Northern Trust Wealth Management August 2014 - Present
AAA 2014 - Present
MetLife April 2013 - December 2013
National Life Group December 2012 - February 2013
Cushman & Wakefield April 2012 - September 2012
Skills
Software Development, HTML, Salesforce.com..., Management, Salesforce.com, SSRS, SDLC, Requirements Analysis, Microsoft SQL Server, Business Process, Agile Methodologies, Integration, Java, CRM, Enterprise Software
Education
Santa Clara University
Master's degree, Computer Software Engineering
Joseph Francia Joseph Francia's National Life Group Experience January 2014 - March 2014
Job Capital Specialist at Fora Financial
Industry Financial Services
Experience
Fora Financial April 2014 - Present
National Life Group January 2014 - March 2014
Global Color January 2007 - February 2014
Education
St. John's University 2009 — 2013
Bachelor of Science (B.S.), Finance
Lynbrook High School 2005 — 2009
Fora Financial April 2014 - Present
National Life Group January 2014 - March 2014
Global Color January 2007 - February 2014
Education
St. John's University 2009 — 2013
Bachelor of Science (B.S.), Finance
Lynbrook High School 2005 — 2009
Desiree (Prevo) Day Desiree (Prevo) Day's National Life Group Experience April 2013 - Present
Job Senior Internal Sales Associate at National Life Group
Industry Financial Services
Experience
National Life Group April 2013 - Present
Creating and Managing Wealth, LLC January 2012 - April 2013
Skills
Event Planning, Fundraising, Budgets, Marketing, Leadership, Team Building, Administrative..., Travel Arrangements, Calendaring, Calendars, Sales, Public Speaking
Education
Texas A&M University School of Law 2013 — 2016
Doctor of Law (J.D.)
University of California, San Diego 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
National Life Group April 2013 - Present
Creating and Managing Wealth, LLC January 2012 - April 2013
Skills
Event Planning, Fundraising, Budgets, Marketing, Leadership, Team Building, Administrative..., Travel Arrangements, Calendaring, Calendars, Sales, Public Speaking
Education
Texas A&M University School of Law 2013 — 2016
Doctor of Law (J.D.)
University of California, San Diego 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Adam Soucy's National Life Group Experience January 2013 - May 2013
Job Peer Tutor at Saint Michael's College
Industry Financial Services
Experience
Saint Michael's College January 2014 - Present
Applewald Farm June 2010 - August 2013
National Life Group January 2013 - May 2013
Education
Saint Michael's College 2010 — 2014
Bachelor's Degree, Economics
Saint Michael's College January 2014 - Present
Applewald Farm June 2010 - August 2013
National Life Group January 2013 - May 2013
Education
Saint Michael's College 2010 — 2014
Bachelor's Degree, Economics
Donn Blodgett Donn Blodgett's National Life Group Experience 1986 - 2004
Job Independent Construction Professional
Industry Construction
Experience
National Life Group 1986 - 2004
Education
University of Arizona 1980 — 1984
Master of Business Administration (M.B.A.)
Stanford University 1963 — 1964
M.S., Civil Engineering/Construction Management
Yale University 1958 — 1963
Bachelor of Engineering (B.E.), Civil Engineering
National Life Group 1986 - 2004
Education
University of Arizona 1980 — 1984
Master of Business Administration (M.B.A.)
Stanford University 1963 — 1964
M.S., Civil Engineering/Construction Management
Yale University 1958 — 1963
Bachelor of Engineering (B.E.), Civil Engineering
Joellen Demers Joellen Demers's National Life Group Experience May 2012 - October 2012
Job Personable, approachable, communicative individual
Industry Legal Services
Experience
National Life Group May 2012 - October 2012
Meadow Mart February 2006 - June 2012
Skills
Communication, Dedicated Professional, Organizational..., Motivational Speaking, Motivation, Teamwork, Leadership, Confidentiality
Education
Southern Vermont College 2008 — 2012
Bachelor's degree, Criminal Justice
National Life Group May 2012 - October 2012
Meadow Mart February 2006 - June 2012
Skills
Communication, Dedicated Professional, Organizational..., Motivational Speaking, Motivation, Teamwork, Leadership, Confidentiality
Education
Southern Vermont College 2008 — 2012
Bachelor's degree, Criminal Justice
Andy Ware Andy Ware's National Life Group Experience July 1975 - December 1987
Job Vice President Corporate Actuary at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 1987 - Present
National Life Group July 1975 - December 1987
Skills
Life Insurance, Fixed Annuities, Insurance, Management, Retirement, Financial Services
Education
Rensselaer Polytechnic Institute 1971 — 1975
BS Mathematics
Northwestern Mutual December 1987 - Present
National Life Group July 1975 - December 1987
Skills
Life Insurance, Fixed Annuities, Insurance, Management, Retirement, Financial Services
Education
Rensselaer Polytechnic Institute 1971 — 1975
BS Mathematics
Jed Brody Jed Brody's National Life Group Experience December 2010 - Present
Job 2ndVP Life and Annuity Sales Desk at National Life Group Registered Principal of Equity Services, Inc.
Industry Financial Services
Experience
National Life Group December 2010 - Present
MHN Government Services January 2007 - January 2013
Hartford Life April 2010 - November 2010
Hartford Life July 2009 - March 2010
Hartford Life July 2006 - June 2009
Phoenix Investment Partners, LTD January 2004 - June 2006
Linsco/Private Ledger January 1995 - January 2000
Guardian Life Insurance January 1991 - January 1995
Skills
Sales Force.com..., Phone Sales Training, Group Presentation..., Supervise, Coach, and..., Insurance, Life Insurance, Fixed Annuities, Mutual Funds, Retirement Planning, Investments, Retirement, Financial Services, Series 63, Sales, Leadership, Long-term Care, Series 7, Series 6, Term Life Insurance
Education
Rensselaer Polytechnic Institute at Hartford 2000 — 2004
Master of Science, Management; International Management
The Hebrew University 1983 — 1988
Bachelor of Arts, East Asian and African Studies
Waseda University 1985 — 1985
Certificate Program, Japanese Language and Culture
National Life Group December 2010 - Present
MHN Government Services January 2007 - January 2013
Hartford Life April 2010 - November 2010
Hartford Life July 2009 - March 2010
Hartford Life July 2006 - June 2009
Phoenix Investment Partners, LTD January 2004 - June 2006
Linsco/Private Ledger January 1995 - January 2000
Guardian Life Insurance January 1991 - January 1995
Skills
Sales Force.com..., Phone Sales Training, Group Presentation..., Supervise, Coach, and..., Insurance, Life Insurance, Fixed Annuities, Mutual Funds, Retirement Planning, Investments, Retirement, Financial Services, Series 63, Sales, Leadership, Long-term Care, Series 7, Series 6, Term Life Insurance
Education
Rensselaer Polytechnic Institute at Hartford 2000 — 2004
Master of Science, Management; International Management
The Hebrew University 1983 — 1988
Bachelor of Arts, East Asian and African Studies
Waseda University 1985 — 1985
Certificate Program, Japanese Language and Culture
Dan Engelhardt Dan Engelhardt's National Life Group Experience May 2013 - Present
Job Agency Compliance Director at National Life Group
Industry Financial Services
Experience
National Life Group May 2013 - Present
MassMutual Financial Group May 2009 - May 2013
Northwestern Mutual September 1997 - April 2009
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Insurance
Education
Stony Brook University
National Life Group May 2013 - Present
MassMutual Financial Group May 2009 - May 2013
Northwestern Mutual September 1997 - April 2009
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Insurance
Education
Stony Brook University
Sean N. Woodroffe Sean N. Woodroffe's National Life Group Experience May 2013 - Present
Job People Center at National Life Group
Industry Financial Services
Experience
National Life Group May 2013 - Present
Sun Life Financial September 2009 - May 2013
United Bank for Africa, PLC October 2008 - September 2009
Financial Guaranty Insurance Company (FGIC) February 2004 - September 2008
Merrill Lynch May 1986 - February 2004
Merrill Lynch March 2001 - October 2001
Merrill Lynch February 2000 - March 2001
Merrill Lynch February 1998 - February 2000
Merrill Lynch October 1996 - February 1998
Merrill Lynch November 1992 - October 1996
Skills
Talent Management, Leadership Development, Compensation, Insurance, Benefits, Human Resources, Talent Acquisition, Employee Relations, Employee Engagement, Executive Compensation, Executive Management, Executive Coaching, Facilities Management, Facilities Planning, Internal Communications, Conflict Resolution, Conflict Management, Wealth Management, Investment Banking, Commercial Banking, Asset Management, Diversity, Diversity Strategy, Diversity Recruitment, Employee Benefits, Deferred Compensation, Recruiting, Organizational..., Securities, Asset Managment, Series 7, Executive Pay, Banking, Sourcing, Policy, Equities, Succession Planning, Change Management, Investments, Leadership, Mergers & Acquisitions, Personnel Management, Performance Management, Financial Services, Training, Organizational Design, Finance, Portfolio Management, Organizational..., Management
Education
Shaw University 1982 — 1986
Bachelor of Arts (B.A.), International Relations
National Life Group May 2013 - Present
Sun Life Financial September 2009 - May 2013
United Bank for Africa, PLC October 2008 - September 2009
Financial Guaranty Insurance Company (FGIC) February 2004 - September 2008
Merrill Lynch May 1986 - February 2004
Merrill Lynch March 2001 - October 2001
Merrill Lynch February 2000 - March 2001
Merrill Lynch February 1998 - February 2000
Merrill Lynch October 1996 - February 1998
Merrill Lynch November 1992 - October 1996
Skills
Talent Management, Leadership Development, Compensation, Insurance, Benefits, Human Resources, Talent Acquisition, Employee Relations, Employee Engagement, Executive Compensation, Executive Management, Executive Coaching, Facilities Management, Facilities Planning, Internal Communications, Conflict Resolution, Conflict Management, Wealth Management, Investment Banking, Commercial Banking, Asset Management, Diversity, Diversity Strategy, Diversity Recruitment, Employee Benefits, Deferred Compensation, Recruiting, Organizational..., Securities, Asset Managment, Series 7, Executive Pay, Banking, Sourcing, Policy, Equities, Succession Planning, Change Management, Investments, Leadership, Mergers & Acquisitions, Personnel Management, Performance Management, Financial Services, Training, Organizational Design, Finance, Portfolio Management, Organizational..., Management
Education
Shaw University 1982 — 1986
Bachelor of Arts (B.A.), International Relations
Megan Sophia Megan Sophia's National Life Group Experience April 2014 - Present
Job Talent Acquisition Specialist
Industry Insurance
Experience
National Life Group April 2014 - Present
tabula rasa December 2011 - May 2013
Clarke Consulting LLC March 2011 - December 2012
Springboard Enterprises August 2010 - November 2010
WPEO 2009 - 2010
Skills
Event Planning, Event Management, Non-profits, Fundraising, Community Outreach, Social Media, Public Relations, Public Speaking, Social Media Marketing, Marketing, Strategic Planning, Research, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Nonprofits, Leadership Development, Management Consulting, Team Building, Change Management, Project Management, Program Management, Training, Leadership
Education
University of Vermont 2005 — 2009
Community Development and Applied Econmics, Community Entrepreneurship
MBTI Training
South Burlington High School
South Burlington High School
The George Washington University - School of Business
National Life Group April 2014 - Present
tabula rasa December 2011 - May 2013
Clarke Consulting LLC March 2011 - December 2012
Springboard Enterprises August 2010 - November 2010
WPEO 2009 - 2010
Skills
Event Planning, Event Management, Non-profits, Fundraising, Community Outreach, Social Media, Public Relations, Public Speaking, Social Media Marketing, Marketing, Strategic Planning, Research, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Nonprofits, Leadership Development, Management Consulting, Team Building, Change Management, Project Management, Program Management, Training, Leadership
Education
University of Vermont 2005 — 2009
Community Development and Applied Econmics, Community Entrepreneurship
MBTI Training
South Burlington High School
South Burlington High School
The George Washington University - School of Business
Mark E. Mangus, RHU, FIC Mark E. Mangus, RHU, FIC's National Life Group Experience December 2007 - March 2009
Job Currently entertaining new managerial/training opportunites.
Industry Insurance
Experience
Mangus & Associates Financial Services March 1984 - Present
Knights of Columbus November 2010 - April 2012
National Life Group December 2007 - March 2009
Liberty Mutual Insurance May 2005 - August 2007
New York Life Insurance Company January 1986 - October 2001
US Navy August 1976 - August 1980
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Insurance, Long-term Care, Sales, Health Insurance, Employee Benefits, Public Speaking, Sales Management, Retirement Planning, Term Life Insurance, Long Term Care Insurance, Universal Life, Whole Life, Property & Casualty..., Liability, Estate Planning, Financial Planners, Retirement, Training, IRAs, 401k, Life & Health Insurance..., Leadership, Selling Skills, Medicare, Critical Illness, Finance, Voluntary Employee..., Financial Services, Pensions, Health Savings Accounts, Homeowners, Small Business, Agency Management, Sales Skills Training, Annuities, Long Term Care, Accident, 401k Rollovers, Adult Learning Theory
Education
The American College 1994 — 1995
Registered Health Underwriter (RHU), Disability and Long Term Care Insurance
Kaplan University
Fraternal Insurance Counselor (FIC)
Agency Management Training Course (AMTC)
Certificate, 26 week management course, 3.9
Kinder Brothers Int'l Sales Management Training
Certificate, Professional Patterns of Management
Integrity Selling, Ron Willingham
Certified Instructor, Consultative Selling and Coaching
Level 10 Finance & Insurance, Paul D. Cummings World Wide Enterprises
Certificate, Finance Services Management Certificate
Charleston High School 1973 — 1976
Diploma, General studies
Mangus & Associates Financial Services March 1984 - Present
Knights of Columbus November 2010 - April 2012
National Life Group December 2007 - March 2009
Liberty Mutual Insurance May 2005 - August 2007
New York Life Insurance Company January 1986 - October 2001
US Navy August 1976 - August 1980
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Insurance, Long-term Care, Sales, Health Insurance, Employee Benefits, Public Speaking, Sales Management, Retirement Planning, Term Life Insurance, Long Term Care Insurance, Universal Life, Whole Life, Property & Casualty..., Liability, Estate Planning, Financial Planners, Retirement, Training, IRAs, 401k, Life & Health Insurance..., Leadership, Selling Skills, Medicare, Critical Illness, Finance, Voluntary Employee..., Financial Services, Pensions, Health Savings Accounts, Homeowners, Small Business, Agency Management, Sales Skills Training, Annuities, Long Term Care, Accident, 401k Rollovers, Adult Learning Theory
Education
The American College 1994 — 1995
Registered Health Underwriter (RHU), Disability and Long Term Care Insurance
Kaplan University
Fraternal Insurance Counselor (FIC)
Agency Management Training Course (AMTC)
Certificate, 26 week management course, 3.9
Kinder Brothers Int'l Sales Management Training
Certificate, Professional Patterns of Management
Integrity Selling, Ron Willingham
Certified Instructor, Consultative Selling and Coaching
Level 10 Finance & Insurance, Paul D. Cummings World Wide Enterprises
Certificate, Finance Services Management Certificate
Charleston High School 1973 — 1976
Diploma, General studies
NéAndré Broussard's National Life Group Experience September 2014 - Present
Job Director of Marketing at HighFashionLiving.com
Industry Financial Services
Experience
National Life Group September 2014 - Present
High Fashion Men January 2013 - Present
JPMorgan Chase July 2013 - September 2014
Professional Athlete April 2010 - January 2014
JPMorgan Chase September 2011 - June 2013
Kreative Mind Productions September 2008 - January 2013
Group Excellence October 2008 - December 2010
Skills
Social Media, Event Planning, Public Relations, Facebook, Social Media Marketing, Press Releases, Public Speaking, Microsoft Office, Marketing, Event Management, Fundraising, Non-profits, Entrepreneurship, Sales
Education
Southern Methodist University 2006 — 2011
Bachelor of Arts, Markets and Culture
National Life Group September 2014 - Present
High Fashion Men January 2013 - Present
JPMorgan Chase July 2013 - September 2014
Professional Athlete April 2010 - January 2014
JPMorgan Chase September 2011 - June 2013
Kreative Mind Productions September 2008 - January 2013
Group Excellence October 2008 - December 2010
Skills
Social Media, Event Planning, Public Relations, Facebook, Social Media Marketing, Press Releases, Public Speaking, Microsoft Office, Marketing, Event Management, Fundraising, Non-profits, Entrepreneurship, Sales
Education
Southern Methodist University 2006 — 2011
Bachelor of Arts, Markets and Culture
Bill Reynolds, CLU, ChFC, CFS, MSFS's National Life Group Experience July 2015 - Present
Job Regional Vice President at National Life Group
Industry Insurance
Experience
National Life Group July 2015 - Present
Ohio National Financial Services June 2012 - June 2015
Education
University of St. Thomas
B.S., Biology
The American College
MSFS, Masters in Financial Services
National Life Group July 2015 - Present
Ohio National Financial Services June 2012 - June 2015
Education
University of St. Thomas
B.S., Biology
The American College
MSFS, Masters in Financial Services
June Cook June Cook's National Life Group Experience February 2015 - May 2015
Job Marketing and Database Manager at Mad River Associates
Industry Market Research
Experience
Mad River Associates June 2015 - Present
Focus Forward May 2014 - Present
Sugarbush Resort 2007 - Present
National Life Group February 2015 - May 2015
National Life Group June 2014 - February 2015
Revera Inc. 2010 - 2014
SmartRevenue 2008 - 2009
Beacon Associates 1996 - 2006
Bruegger's Bagels 1995 - 1996
ICT Group 1994 - 1995
Skills
Marketing, Marketing Strategy, Strategic Planning, Account Management, Sales Management, Ski, Time Management, Customer Service, Social Media, Event Planning, Social Media Marketing, Event Management, Market Research, Social Networking, Public Relations, Training, Marketing Communications, Brand Management, Fundraising, Advertising, Direct Marketing, Marketing Research, Data Analysis, Research
Education
Temple University 1990 — 1994
B.B.A., Marketing, Market Research
Julia R. Masterman 1975 — 1976
Mad River Associates June 2015 - Present
Focus Forward May 2014 - Present
Sugarbush Resort 2007 - Present
National Life Group February 2015 - May 2015
National Life Group June 2014 - February 2015
Revera Inc. 2010 - 2014
SmartRevenue 2008 - 2009
Beacon Associates 1996 - 2006
Bruegger's Bagels 1995 - 1996
ICT Group 1994 - 1995
Skills
Marketing, Marketing Strategy, Strategic Planning, Account Management, Sales Management, Ski, Time Management, Customer Service, Social Media, Event Planning, Social Media Marketing, Event Management, Market Research, Social Networking, Public Relations, Training, Marketing Communications, Brand Management, Fundraising, Advertising, Direct Marketing, Marketing Research, Data Analysis, Research
Education
Temple University 1990 — 1994
B.B.A., Marketing, Market Research
Julia R. Masterman 1975 — 1976
Mike Pinkans, CFA's National Life Group Experience August 1988 - March 2007
Job Executive Vice President Chief Marketing Officer
Industry Insurance
Experience
Zenith Marketing Group July 2009 - Present
Pinkans & Associates March 2011 - Present
BRAMCO 2007 - July 2009
National Life Group August 1988 - March 2007
National Life of Vermont 1988 - 2007
United States Air Force September 1984 - September 1988
Skills
Insurance, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Retirement Planning, Long-term Care, Financial Planning, Term Life Insurance, Sales
Education
The American College 1990 — 1992
MSFS, Financial Services
University of Nebraska-Lincoln 1984 — 1987
MBA, Marketing
Union College 1980 — 1984
B.S., Computer Science
Zenith Marketing Group July 2009 - Present
Pinkans & Associates March 2011 - Present
BRAMCO 2007 - July 2009
National Life Group August 1988 - March 2007
National Life of Vermont 1988 - 2007
United States Air Force September 1984 - September 1988
Skills
Insurance, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Retirement Planning, Long-term Care, Financial Planning, Term Life Insurance, Sales
Education
The American College 1990 — 1992
MSFS, Financial Services
University of Nebraska-Lincoln 1984 — 1987
MBA, Marketing
Union College 1980 — 1984
B.S., Computer Science
Ann Zuccardy's National Life Group Experience March 2008 - January 2012
Job Accidental Neuroscientist & Keynote Speaker The New Smart | Author | 2x TEDx Presenter
Industry Professional Training & Coaching
Experience
Shift Smart Resumes December 2014 - Present
Shift Smart Resumes December 2014 - Present
Champlain College January 2014 - Present
AZ Communications LLC March 2012 - Present
Ann Zuccardy March 1990 - March 2012
National Life Group March 2008 - January 2012
Vermont Shortbread Company September 1996 - January 2011
IBM September 2001 - March 2007
Hill Associates January 1999 - April 2001
Olsten Staffing Services September 1987 - November 1992
Skills
Public Speaking, Motivational Speaking, Keynote, Product Spokesperson, Teaching, Coaching, Interviews, Storytelling, Teaching Writing, Presentation Coaching, LinkedIn, Newsletters, Blogging, Resume Writing, LinkedIn Training, Speech Writing, Social Media Marketing, Press Releases, Job Search, Linkedin Marketing, Personal Branding, Content Development, Social Networking, Content Strategy, Copywriting, Public Relations, Content Marketing, Creative Writing, Editing, Feature Articles, Freelance Writing, Acting, Creative Non-fiction, Technical Writing, Humor Writing, Training, Proofreading, Non-fiction, Book Proposals, Essayist, Strategic Communications, Facebook, Corporate Communications, Marketing Strategy, Twitter, Hula Hoop, Training Delivery, Pinterest, Instagram, Klout
Education
Southern Connecticut State University 1980 — 1984
BA, English
Norwich Free Academy 1976 — 1980
High school, College prep
Shift Smart Resumes December 2014 - Present
Shift Smart Resumes December 2014 - Present
Champlain College January 2014 - Present
AZ Communications LLC March 2012 - Present
Ann Zuccardy March 1990 - March 2012
National Life Group March 2008 - January 2012
Vermont Shortbread Company September 1996 - January 2011
IBM September 2001 - March 2007
Hill Associates January 1999 - April 2001
Olsten Staffing Services September 1987 - November 1992
Skills
Public Speaking, Motivational Speaking, Keynote, Product Spokesperson, Teaching, Coaching, Interviews, Storytelling, Teaching Writing, Presentation Coaching, LinkedIn, Newsletters, Blogging, Resume Writing, LinkedIn Training, Speech Writing, Social Media Marketing, Press Releases, Job Search, Linkedin Marketing, Personal Branding, Content Development, Social Networking, Content Strategy, Copywriting, Public Relations, Content Marketing, Creative Writing, Editing, Feature Articles, Freelance Writing, Acting, Creative Non-fiction, Technical Writing, Humor Writing, Training, Proofreading, Non-fiction, Book Proposals, Essayist, Strategic Communications, Facebook, Corporate Communications, Marketing Strategy, Twitter, Hula Hoop, Training Delivery, Pinterest, Instagram, Klout
Education
Southern Connecticut State University 1980 — 1984
BA, English
Norwich Free Academy 1976 — 1980
High school, College prep
Matthew Reilly, PHR Matthew Reilly, PHR's National Life Group Experience July 2013 - Present
Job Director and Human Resources Business Partner
Industry Financial Services
Experience
National Life Group July 2013 - Present
Topnotch Resort and Spa March 2012 - July 2013
Green Mountain Coffee Roasters February 2011 - March 2012
Amanresorts November 2005 - March 2011
Teton Valley Ranch Camp - Education Foundation November 2003 - November 2005
Skills
Customer Service, Employee Relations, Event Planning, Food, Front Office, HRIS, Hiring, Hospitality, Hospitality Management, Hotel Management, Hotels, Human Resources, Leadership, Personnel Management, Pre-opening, Recruiting, Resorts, Succession Planning
Education
Royal Holloway, University of London 2002 — 2003
Masters, Political Science
University of Gloucestershire 1999 — 2002
Bachelor's degree, Combined Major
National Life Group July 2013 - Present
Topnotch Resort and Spa March 2012 - July 2013
Green Mountain Coffee Roasters February 2011 - March 2012
Amanresorts November 2005 - March 2011
Teton Valley Ranch Camp - Education Foundation November 2003 - November 2005
Skills
Customer Service, Employee Relations, Event Planning, Food, Front Office, HRIS, Hiring, Hospitality, Hospitality Management, Hotel Management, Hotels, Human Resources, Leadership, Personnel Management, Pre-opening, Recruiting, Resorts, Succession Planning
Education
Royal Holloway, University of London 2002 — 2003
Masters, Political Science
University of Gloucestershire 1999 — 2002
Bachelor's degree, Combined Major
James McCauley James McCauley's National Life Group Experience August 2015 - Present
Job Recent Graduate of Saint Michael's College
Industry Financial Services
Experience
National Life Group August 2015 - Present
Sugarbush Resort November 2014 - April 2015
ADS Architects & Construction Administration May 2014 - August 2014
The Black Dog Tavern, Co. June 2010 - August 2012
Skills
Teamwork, Sales, Leadership, Time Management, Merchandising, Visual Merchandising, Retail, Microsoft Excel, Customer Service, Social Networking, Microsoft Word, Microsoft Office, Cashiering, PowerPoint, Public Speaking, Social Media
Education
Saint Michael's College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Finance and Managment
St Johns Preparatory High School 2007 — 2011
National Life Group August 2015 - Present
Sugarbush Resort November 2014 - April 2015
ADS Architects & Construction Administration May 2014 - August 2014
The Black Dog Tavern, Co. June 2010 - August 2012
Skills
Teamwork, Sales, Leadership, Time Management, Merchandising, Visual Merchandising, Retail, Microsoft Excel, Customer Service, Social Networking, Microsoft Word, Microsoft Office, Cashiering, PowerPoint, Public Speaking, Social Media
Education
Saint Michael's College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Finance and Managment
St Johns Preparatory High School 2007 — 2011
Benjamin Dyer Benjamin Dyer's National Life Group Experience January 2006 - August 2006
Job Highly Motivated Professional Seeking New Opportunities
Industry Financial Services
Experience
Fox Ridge Country Club, Purpoodock Country Club, Sable Oaks Country Club April 1996 - Present
Greeley Middle School August 2011 - Present
Private Tutor August 2006 - August 2014
Scarborough Middle School and Cape Elizabeth Middle School August 2006 - August 2011
National Life Group January 2006 - August 2006
Cape Elizabeth Community Service January 2000 - August 2002
Skills
American Red Cross CPR..., Curriculum Design, Lesson Planning, Literacy, Special Education, Elementary Education, Curriculum Development, K-12, Teaching, Teacher Training, Classroom Management, Classroom, Educational Leadership, Educational Technology, Staff Development, Higher Education
Education
University of Southern Maine - School of Business 1996 — 2001
Bachelor's Degree, Business Administration, Concentration in Finance
Saint Joseph's College 2008 — 2015
Master's Degree, Education
Fox Ridge Country Club, Purpoodock Country Club, Sable Oaks Country Club April 1996 - Present
Greeley Middle School August 2011 - Present
Private Tutor August 2006 - August 2014
Scarborough Middle School and Cape Elizabeth Middle School August 2006 - August 2011
National Life Group January 2006 - August 2006
Cape Elizabeth Community Service January 2000 - August 2002
Skills
American Red Cross CPR..., Curriculum Design, Lesson Planning, Literacy, Special Education, Elementary Education, Curriculum Development, K-12, Teaching, Teacher Training, Classroom Management, Classroom, Educational Leadership, Educational Technology, Staff Development, Higher Education
Education
University of Southern Maine - School of Business 1996 — 2001
Bachelor's Degree, Business Administration, Concentration in Finance
Saint Joseph's College 2008 — 2015
Master's Degree, Education
Lynne McConnell Lynne McConnell's National Life Group Experience May 2013 - August 2013
Job EarlyinCareer Information Technology Professional
Industry Information Technology and Services
Experience
Travelers June 2015 - Present
University of Connecticut August 2014 - Present
The University of Vermont Medical Center April 2014 - August 2014
National Life Group May 2013 - August 2013
Skills
C#, Java, Threat & Vulnerability..., Problem Solving, Applied Mathematics, Calculus, Information Security, Analytical Skills, Microsoft Excel, Event Management, LaTeX, Microsoft Word, Microsoft Office, SharePoint, OnBase, FrontRange, Probability Theory, Applied Probability, Active Directory, Troubleshooting
Education
University of Connecticut 2014 — 2016
Applied Mathematics
The College of Wooster 2012 — 2013
Mathematics
Travelers June 2015 - Present
University of Connecticut August 2014 - Present
The University of Vermont Medical Center April 2014 - August 2014
National Life Group May 2013 - August 2013
Skills
C#, Java, Threat & Vulnerability..., Problem Solving, Applied Mathematics, Calculus, Information Security, Analytical Skills, Microsoft Excel, Event Management, LaTeX, Microsoft Word, Microsoft Office, SharePoint, OnBase, FrontRange, Probability Theory, Applied Probability, Active Directory, Troubleshooting
Education
University of Connecticut 2014 — 2016
Applied Mathematics
The College of Wooster 2012 — 2013
Mathematics
Jason Mohler's National Life Group Experience June 2013 - August 2013
Job IT Business Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group September 2013 - Present
National Life Group June 2013 - August 2013
National Life Group December 2007 - May 2013
Syracuse University September 2004 - May 2006
Ritz Camera Centers July 2003 - June 2004
Ritz Camera Centers August 2001 - June 2003
Verve Editions January 2002 - May 2002
Living and Learning Center September 1999 - May 2001
Skills
Scrum, Certified Scrum Master..., OnBase, Department Budgeting, Requirements Analysis, Workflow, Strategy, Training, Functional Analysis, Process Management, Case Studies, Automation, Software Lifecycle..., Task Analysis, Approval Process, Business Process..., Process Improvement, Business Process, CRM, Business Analysis, Cross-functional Team..., Budgets
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2006
MBA, Innovation Management
University of Vermont 1998 — 2002
BA, English
Lincoln Financial Group September 2013 - Present
National Life Group June 2013 - August 2013
National Life Group December 2007 - May 2013
Syracuse University September 2004 - May 2006
Ritz Camera Centers July 2003 - June 2004
Ritz Camera Centers August 2001 - June 2003
Verve Editions January 2002 - May 2002
Living and Learning Center September 1999 - May 2001
Skills
Scrum, Certified Scrum Master..., OnBase, Department Budgeting, Requirements Analysis, Workflow, Strategy, Training, Functional Analysis, Process Management, Case Studies, Automation, Software Lifecycle..., Task Analysis, Approval Process, Business Process..., Process Improvement, Business Process, CRM, Business Analysis, Cross-functional Team..., Budgets
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2006
MBA, Innovation Management
University of Vermont 1998 — 2002
BA, English
Craig Billings's National Life Group Experience July 2014 - Present
Job New Business Case Manager
Industry Insurance
Experience
National Life Group July 2014 - Present
US Army/ US Army National Guard April 2012 - May 2014
Vermont Army National Guard February 2006 - April 2012
Prime Service Center / Regional Service Providers For Dish Network September 2001 - February 2006
Vermont Department of Corrections August 1999 - September 2001
Skills
Microsoft Office 2007, Cisco devices, IP Networking, Security Clearance, Army, Military, Military Experience, Military Operations, DoD, Physical Security, Information Assurance, Security, Emergency Management, Military Logistics, Supply Chain..., Property Accountability, SARSS, SAMS-E, PBUSE, SAMS, Supply Operations, FBCB2, Logistics Systems, Medical Logistics, Medical Information..., Military Decision..., Mentoring Of Staff, Collaborative Problem..., Coaching Staff, Creative Problem Solving, Strategic Leadership, Timely Decision Making, Team Management, Self Management, Technical Project..., Multi-Cultural Team..., Team Leadership, Peer Mentoring, Staff Mentor, Cross Functional Team..., Hiring Employees, Priority Management, Managing Deadlines, Priority Setting, Managing Meetings, Handle Multiple..., Proactive self-starter, Presentation Development, Analytic Thinking, Supervisory Skills
Education
Saint Leo University
Sringfield High School, Akron Ohio
National Life Group July 2014 - Present
US Army/ US Army National Guard April 2012 - May 2014
Vermont Army National Guard February 2006 - April 2012
Prime Service Center / Regional Service Providers For Dish Network September 2001 - February 2006
Vermont Department of Corrections August 1999 - September 2001
Skills
Microsoft Office 2007, Cisco devices, IP Networking, Security Clearance, Army, Military, Military Experience, Military Operations, DoD, Physical Security, Information Assurance, Security, Emergency Management, Military Logistics, Supply Chain..., Property Accountability, SARSS, SAMS-E, PBUSE, SAMS, Supply Operations, FBCB2, Logistics Systems, Medical Logistics, Medical Information..., Military Decision..., Mentoring Of Staff, Collaborative Problem..., Coaching Staff, Creative Problem Solving, Strategic Leadership, Timely Decision Making, Team Management, Self Management, Technical Project..., Multi-Cultural Team..., Team Leadership, Peer Mentoring, Staff Mentor, Cross Functional Team..., Hiring Employees, Priority Management, Managing Deadlines, Priority Setting, Managing Meetings, Handle Multiple..., Proactive self-starter, Presentation Development, Analytic Thinking, Supervisory Skills
Education
Saint Leo University
Sringfield High School, Akron Ohio
Michael Cassavaw Michael Cassavaw's National Life Group Experience November 1999 - November 2001
Job Senior Specialist Project/Program/Application Manager at BNY Mellon
Industry Information Technology and Services
Experience
The Bank of New York Mellon June 2014 - Present
The Bank of New York Mellon July 2010 - May 2014
Northern Safety & Industrial June 2009 - July 2010
The Bank of New York March 2006 - May 2009
National Government Services March 2004 - March 2006
Inalign Inc April 2003 - November 2003
National Life Group November 1999 - November 2001
ISSI Technology Professionals March 1999 - November 1999
American Management Association April 1998 - March 1999
Monaghan Medical Corporation November 1996 - April 1998
Skills
Microsoft SQL Server, SQL, .NET, XML, ASP.NET, SharePoint, Crystal Reports, T-SQL, Web Services, HIPAA, SDLC, C#, VB.NET, Visual Studio, Unix, Visual Basic, Integration, Web Applications, MySQL, WCF, Software Development, Financial Services, Web Application Design, .NET Framework 1.1 - 3.5, MS Project, PPM, Insurance, JavaScript, XSLT, XHTML, XML Schema, DTD, Access, Testing, Java Enterprise Edition, Linux, Java, Databases, Visio, Program Management, Project Portfolio...
Education
Syracuse University 2003 — 2005
Cert., Microsoft Certified Application Developer (MCAD) Certificate
Brunswick College 1988 — 1990
AAS, Data Processing
The Bank of New York Mellon June 2014 - Present
The Bank of New York Mellon July 2010 - May 2014
Northern Safety & Industrial June 2009 - July 2010
The Bank of New York March 2006 - May 2009
National Government Services March 2004 - March 2006
Inalign Inc April 2003 - November 2003
National Life Group November 1999 - November 2001
ISSI Technology Professionals March 1999 - November 1999
American Management Association April 1998 - March 1999
Monaghan Medical Corporation November 1996 - April 1998
Skills
Microsoft SQL Server, SQL, .NET, XML, ASP.NET, SharePoint, Crystal Reports, T-SQL, Web Services, HIPAA, SDLC, C#, VB.NET, Visual Studio, Unix, Visual Basic, Integration, Web Applications, MySQL, WCF, Software Development, Financial Services, Web Application Design, .NET Framework 1.1 - 3.5, MS Project, PPM, Insurance, JavaScript, XSLT, XHTML, XML Schema, DTD, Access, Testing, Java Enterprise Edition, Linux, Java, Databases, Visio, Program Management, Project Portfolio...
Education
Syracuse University 2003 — 2005
Cert., Microsoft Certified Application Developer (MCAD) Certificate
Brunswick College 1988 — 1990
AAS, Data Processing
Jim Petras Jim Petras's National Life Group Experience July 2011 - July 2013
Job Product Marketing at SGN Nutrition
Industry Program Development
Experience
SGN Nutrition April 2012 - Present
DirectBuy of Indianapolis July 2013 - June 2014
National Life Group July 2011 - July 2013
Integrated Technologies, Inc January 2009 - May 2011
VA Salt Lake City/University of Utah Orthopaedics July 2006 - September 2009
VA Hospital - Salt Lake City November 2006 - November 2008
Skills
Access Control, Product Demonstration, Product Marketing, Sales, Marketing, Prsentations/Seminars, Product Development, Program Management, Management, Account Management, Start-ups
Education
University of Utah- Graduate Program 2008 — 2009
PhD, Biomedical Engineering
University of Utah 2005 — 2008
B.S; extended B.S, Biology; Biology classes
St. Norbert College 2002 — 2004
Bachelors of Science, Biology
SGN Nutrition April 2012 - Present
DirectBuy of Indianapolis July 2013 - June 2014
National Life Group July 2011 - July 2013
Integrated Technologies, Inc January 2009 - May 2011
VA Salt Lake City/University of Utah Orthopaedics July 2006 - September 2009
VA Hospital - Salt Lake City November 2006 - November 2008
Skills
Access Control, Product Demonstration, Product Marketing, Sales, Marketing, Prsentations/Seminars, Product Development, Program Management, Management, Account Management, Start-ups
Education
University of Utah- Graduate Program 2008 — 2009
PhD, Biomedical Engineering
University of Utah 2005 — 2008
B.S; extended B.S, Biology; Biology classes
St. Norbert College 2002 — 2004
Bachelors of Science, Biology
Lyle Stander Lyle Stander's National Life Group Experience December 1992 - December 2000
Job Hiring and Developing Entrepreneurial People Who Desire a Successful Career in Financial Services
Industry Insurance
Experience
New York Life Insurance Co. March 2008 - Present
American General Life Companies is now part of the AIG Family! December 2002 - December 2007
Allstate December 2000 - December 2002
National Life Group December 1992 - December 2000
Greater Tampa Association of Realtors January 1996 - December 1996
Skills
Recruiting, Insurance, Training, Estate Planning, Retirement Planning, College Recruiting, Financial Recruiting, Hands on Leader, Interviewing, Finance, Financial Services, Life Insurance, Business Planning, Fixed Annuities
Education
The American College 1992 — 2005
ChFC and CLF Designations, Financial Planning and Services
Syracuse University 1967 — 1971
BS, Journalism
New York Life Insurance Co. March 2008 - Present
American General Life Companies is now part of the AIG Family! December 2002 - December 2007
Allstate December 2000 - December 2002
National Life Group December 1992 - December 2000
Greater Tampa Association of Realtors January 1996 - December 1996
Skills
Recruiting, Insurance, Training, Estate Planning, Retirement Planning, College Recruiting, Financial Recruiting, Hands on Leader, Interviewing, Finance, Financial Services, Life Insurance, Business Planning, Fixed Annuities
Education
The American College 1992 — 2005
ChFC and CLF Designations, Financial Planning and Services
Syracuse University 1967 — 1971
BS, Journalism
Casey Snyder Casey Snyder's National Life Group Experience May 2015 - Present
Job New Business Manager
Industry Insurance
Experience
National Life Group May 2015 - Present
National Life Group May 2015 - Present
National Life Group November 2014 - May 2015
Shaw's Supermarkets January 2012 - November 2014
Friendly's Ice Cream, LLC June 2009 - December 2011
Rice Memorial High School June 2008 - July 2010
Skills
Writing, Creative Writing, Accounting, Mathematics, Microsoft Excel, Microsoft Office, Business, Project Management, Business Modeling, Customer Service, Microsoft Word, Research
Education
Saint Michael's College 2011 — 2015
Bachelor of Science (BS), Accounting and Business/Management
Rice Memorial High School 2007 — 2011
High School Diploma, Regular/General High School/Secondary Diploma Program
National Life Group May 2015 - Present
National Life Group May 2015 - Present
National Life Group November 2014 - May 2015
Shaw's Supermarkets January 2012 - November 2014
Friendly's Ice Cream, LLC June 2009 - December 2011
Rice Memorial High School June 2008 - July 2010
Skills
Writing, Creative Writing, Accounting, Mathematics, Microsoft Excel, Microsoft Office, Business, Project Management, Business Modeling, Customer Service, Microsoft Word, Research
Education
Saint Michael's College 2011 — 2015
Bachelor of Science (BS), Accounting and Business/Management
Rice Memorial High School 2007 — 2011
High School Diploma, Regular/General High School/Secondary Diploma Program
Jennifer Cinadr Jennifer Cinadr's National Life Group Experience October 2012 - Present
Job Senior Learning and Development Training Consultant at National Life Group
Industry Insurance
Experience
National Life Group October 2012 - Present
Partners HealthCare September 2011 - September 2012
Seventh Generation February 2005 - September 2011
Seventh Generation 2008 - 2011
Seventh Generation February 2005 - February 2007
United Cerebral Palsy of Georgia September 2003 - November 2004
Providence Search Group 2002 - 2003
Skills
Strategic Planning, Recruiting, Training, Employee Benefits, Partnerships, Organization, Fundraising, Corporate Social..., Employee Training, Non-profits, Customer Service, Salesforce.com, Interviews, HRIS, Leadership, Leadership Development, Organizational..., Research, Strategy, Nonprofits
Education
University of North Carolina at Charlotte 2001 — 2003
Master of Arts, Technical/Professional Writing
The Ohio State University 1996 — 2000
National Life Group October 2012 - Present
Partners HealthCare September 2011 - September 2012
Seventh Generation February 2005 - September 2011
Seventh Generation 2008 - 2011
Seventh Generation February 2005 - February 2007
United Cerebral Palsy of Georgia September 2003 - November 2004
Providence Search Group 2002 - 2003
Skills
Strategic Planning, Recruiting, Training, Employee Benefits, Partnerships, Organization, Fundraising, Corporate Social..., Employee Training, Non-profits, Customer Service, Salesforce.com, Interviews, HRIS, Leadership, Leadership Development, Organizational..., Research, Strategy, Nonprofits
Education
University of North Carolina at Charlotte 2001 — 2003
Master of Arts, Technical/Professional Writing
The Ohio State University 1996 — 2000
Marcos Valdes's National Life Group Experience 2013 - Present
Job Customer Service Advocate at Internal Revenue Service
Industry Investment Management
Experience
Internal Revenue Service 2015 - Present
LegalShield Official 2014 - Present
National Life Group 2013 - Present
United States Postal Service July 2008 - March 2011
U.S. Department of Commerce March 2010 - August 2010
Skills
Policy, Government, Leadership, Customer Service, Public Speaking, Insurance, Analysis, Team Building, Inventory Management, Financial Analysis, Legal Liability, Marketing Communications, Mobile Communications, Individual Pension Plans, Trust Services, Preparation of Wills, Retirement Income..., 401k Rollovers, Roth IRA, Social Entrepreneurship, Team Management, Immigration Law, Legal Writing, Legal Assistance, Legal Documents, IRS problem resolution
Education
University of Notre Dame 2011 — 2013
Non-Profit/Public/Organizational Management
San Joaquin Delta College 1997 — 1999
Emergency Medical Technology/Technician (EMT Paramedic)
Internal Revenue Service 2015 - Present
LegalShield Official 2014 - Present
National Life Group 2013 - Present
United States Postal Service July 2008 - March 2011
U.S. Department of Commerce March 2010 - August 2010
Skills
Policy, Government, Leadership, Customer Service, Public Speaking, Insurance, Analysis, Team Building, Inventory Management, Financial Analysis, Legal Liability, Marketing Communications, Mobile Communications, Individual Pension Plans, Trust Services, Preparation of Wills, Retirement Income..., 401k Rollovers, Roth IRA, Social Entrepreneurship, Team Management, Immigration Law, Legal Writing, Legal Assistance, Legal Documents, IRS problem resolution
Education
University of Notre Dame 2011 — 2013
Non-Profit/Public/Organizational Management
San Joaquin Delta College 1997 — 1999
Emergency Medical Technology/Technician (EMT Paramedic)
Carrie Sheeran Carrie Sheeran's National Life Group Experience September 2012 - December 2012
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US August 2014 - Present
The College of Saint Rose August 2013 - July 2014
D.A. Collins Construction Companies / Pallette Stone / Jointa Galusha May 2012 - August 2013
Saint Michael's College September 2011 - May 2013
Lavallee & Company, CPA's February 2013 - April 2013
National Life Group September 2012 - December 2012
AARP Tax-Aide December 2011 - May 2012
Saint Michael's College August 2011 - May 2012
ARAMARK May 2010 - August 2011
D.A. Collins Construction Companies / Pallette Stone / Jointa Galusha June 2008 - August 2011
Skills
Microsoft Office, Interpersonal..., Leadership, Positive Team Player, Highly detail oriented, Fast Learner, Motivation, Flexibility, Fundraising, Accounts Receivable, Accounting, Nonprofits, Payroll, Invoicing, Customer Service, Sales, Analysis, Time Management, Tax, Training, Financial Statements, Microsoft Word
Education
The College of Saint Rose 2013 — 2014
Master of Business Administration (MBA), Certificate in Nonprofit Management
Saint Michael's College 2010 — 2013
Bachelor of Science, Accounting
Ballston Spa High School 2006 — 2010
KPMG US August 2014 - Present
The College of Saint Rose August 2013 - July 2014
D.A. Collins Construction Companies / Pallette Stone / Jointa Galusha May 2012 - August 2013
Saint Michael's College September 2011 - May 2013
Lavallee & Company, CPA's February 2013 - April 2013
National Life Group September 2012 - December 2012
AARP Tax-Aide December 2011 - May 2012
Saint Michael's College August 2011 - May 2012
ARAMARK May 2010 - August 2011
D.A. Collins Construction Companies / Pallette Stone / Jointa Galusha June 2008 - August 2011
Skills
Microsoft Office, Interpersonal..., Leadership, Positive Team Player, Highly detail oriented, Fast Learner, Motivation, Flexibility, Fundraising, Accounts Receivable, Accounting, Nonprofits, Payroll, Invoicing, Customer Service, Sales, Analysis, Time Management, Tax, Training, Financial Statements, Microsoft Word
Education
The College of Saint Rose 2013 — 2014
Master of Business Administration (MBA), Certificate in Nonprofit Management
Saint Michael's College 2010 — 2013
Bachelor of Science, Accounting
Ballston Spa High School 2006 — 2010
Michael Berlant's National Life Group Experience January 2015 - August 2015
Job CEO Briliand International Inc.
Industry Leisure, Travel & Tourism
Experience
Briliand International, Inc. July 2014 - Present
Zeta Beta Tau-QU January 2014 - Present
National Life Group January 2015 - August 2015
360 Partners June 2014 - December 2014
Skills
New Business Development, Business Planning, Entrepreneurship, Technology, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Service Management, Team Leadership, Business Strategy, Time Management, Sales, Sales Management, Budgets, Start-ups, Nonprofits, Social Networking, Online Marketing, Market Research, Marketing Strategy, Risk Management, Coaching, Finance, Investments
Education
Quinnipiac University - School of Business 2012 — 2016
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Briliand International, Inc. July 2014 - Present
Zeta Beta Tau-QU January 2014 - Present
National Life Group January 2015 - August 2015
360 Partners June 2014 - December 2014
Skills
New Business Development, Business Planning, Entrepreneurship, Technology, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Service Management, Team Leadership, Business Strategy, Time Management, Sales, Sales Management, Budgets, Start-ups, Nonprofits, Social Networking, Online Marketing, Market Research, Marketing Strategy, Risk Management, Coaching, Finance, Investments
Education
Quinnipiac University - School of Business 2012 — 2016
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Abbey Johnson's National Life Group Experience June 2012 - August 2012
Job Internal Audit Intern at University of Kansas Internal Audit
Industry Accounting
Experience
The KU School of Business January 2014 - Present
The KU School of Business August 2013 - Present
University of Kansas Internal Audit May 2014 - August 2014
The KU School of Business January 2014 - May 2014
Green Mountain Coffee Roasters May 2013 - August 2013
National Life Group June 2012 - August 2012
Skills
Microsoft Excel, Management, Software Documentation, Financial Reporting, Auditing, Internal Controls, Internal Audit
Education
University of Kansas 2014 — 2015
Master's Degree, Accounting
University of Kansas 2010 — 2014
Bachelor of Science, Business; Accounting, Senior
Essex High School 2006 — 2010
The KU School of Business January 2014 - Present
The KU School of Business August 2013 - Present
University of Kansas Internal Audit May 2014 - August 2014
The KU School of Business January 2014 - May 2014
Green Mountain Coffee Roasters May 2013 - August 2013
National Life Group June 2012 - August 2012
Skills
Microsoft Excel, Management, Software Documentation, Financial Reporting, Auditing, Internal Controls, Internal Audit
Education
University of Kansas 2014 — 2015
Master's Degree, Accounting
University of Kansas 2010 — 2014
Bachelor of Science, Business; Accounting, Senior
Essex High School 2006 — 2010
Gregory Kearney's National Life Group Experience January 2012 - May 2013
Job Risk Assurance Associate at PwC
Industry Financial Services
Experience
PwC July 2013 - Present
Saint Michael's College May 2012 - May 2013
National Life Group January 2012 - May 2013
Saint Michael's College August 2010 - May 2012
Saint Michael's College August 2011 - December 2011
Skills
Proficient using..., Windows & Mac operating..., Goal-oriented..., Internal Controls, GRC, Internal Audit, Situational Leadership, OnBase, Key Controls Auditing, Lawson General Ledger, Mainframe, eCopy, Visio, Sarbanes-Oxley Act, Model Audit Rule, Operational Risk..., Enterprise Risk..., Employee Relations
Education
Saint Michael's College 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Minors: Accounting and Marketing, Rising Senior
Avon Old Farms School 2005 — 2009
High School Diploma, B+
PwC July 2013 - Present
Saint Michael's College May 2012 - May 2013
National Life Group January 2012 - May 2013
Saint Michael's College August 2010 - May 2012
Saint Michael's College August 2011 - December 2011
Skills
Proficient using..., Windows & Mac operating..., Goal-oriented..., Internal Controls, GRC, Internal Audit, Situational Leadership, OnBase, Key Controls Auditing, Lawson General Ledger, Mainframe, eCopy, Visio, Sarbanes-Oxley Act, Model Audit Rule, Operational Risk..., Enterprise Risk..., Employee Relations
Education
Saint Michael's College 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Minors: Accounting and Marketing, Rising Senior
Avon Old Farms School 2005 — 2009
High School Diploma, B+
Pablo Castellanos Hernández Pablo Castellanos Hernández's National Life Group Experience August 2012 - February 2013
Job Associate at Aflac New York Vermont
Industry Information Technology and Services
Experience
Aflac - Vermont August 2013 - February 2015
National Life Group August 2012 - February 2013
GE Power and Water - Softtek August 2010 - November 2011
MetLife - Softtek July 2008 - July 2010
General Electric Energy - Softtek September 2007 - June 2008
Liverpool - Softtek March 2006 - September 2007
General Electric Energy - Softtek July 2005 - March 2006
Citigroup Banamex - Axxis April 2004 - June 2005
Skills
Process Engineering, Business Analysis, Testing, Mentoring, Auditing, Quality Assurance, Spanish, Process Improvement, Microsoft Office, Problem Solving, Strategic Planning, Documentation, Continuous Improvement, Program Management, Quality Management, Software Project..., Risk Management, Six Sigma, Business Process, Analysis, Compliance, Supervisory Skills, Software Documentation, MS Project, Budgets, Leadership, Microsoft Project
Education
Université de Montréal / University of Montreal 2003 — 2003
Diploma, French as Second Language
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1988 — 1993
Engineering, Electronic Systems Engineering
Aflac - Vermont August 2013 - February 2015
National Life Group August 2012 - February 2013
GE Power and Water - Softtek August 2010 - November 2011
MetLife - Softtek July 2008 - July 2010
General Electric Energy - Softtek September 2007 - June 2008
Liverpool - Softtek March 2006 - September 2007
General Electric Energy - Softtek July 2005 - March 2006
Citigroup Banamex - Axxis April 2004 - June 2005
Skills
Process Engineering, Business Analysis, Testing, Mentoring, Auditing, Quality Assurance, Spanish, Process Improvement, Microsoft Office, Problem Solving, Strategic Planning, Documentation, Continuous Improvement, Program Management, Quality Management, Software Project..., Risk Management, Six Sigma, Business Process, Analysis, Compliance, Supervisory Skills, Software Documentation, MS Project, Budgets, Leadership, Microsoft Project
Education
Université de Montréal / University of Montreal 2003 — 2003
Diploma, French as Second Language
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1988 — 1993
Engineering, Electronic Systems Engineering
Trevor Sullivan's National Life Group Experience November 2004 - October 2007
Job Director I, Product Research at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance March 2013 - Present
Liberty Mutual Insurance September 2011 - March 2013
Plymouth Rock Assurance August 2010 - September 2011
Plymouth Rock Assurance July 2009 - August 2010
Plymouth Rock Assurance May 2008 - April 2009
Plymouth Rock Assurance November 2007 - April 2008
National Life Group November 2004 - October 2007
Skills
Business Strategy, Process Improvement, Product Management, Cross-functional Team..., Insurance, Pricing, Analytics, Analysis, Business Analysis, Program Management, Data Analysis
Education
Rensselaer Polytechnic Institute 1999 — 2003
B.S., Mathematics
Liberty Mutual Insurance March 2013 - Present
Liberty Mutual Insurance September 2011 - March 2013
Plymouth Rock Assurance August 2010 - September 2011
Plymouth Rock Assurance July 2009 - August 2010
Plymouth Rock Assurance May 2008 - April 2009
Plymouth Rock Assurance November 2007 - April 2008
National Life Group November 2004 - October 2007
Skills
Business Strategy, Process Improvement, Product Management, Cross-functional Team..., Insurance, Pricing, Analytics, Analysis, Business Analysis, Program Management, Data Analysis
Education
Rensselaer Polytechnic Institute 1999 — 2003
B.S., Mathematics
Todd Tullous Todd Tullous's National Life Group Experience August 2012 - Present
Job Agent at National Life
Industry Insurance
Experience
National Life Group August 2012 - Present
Transamerica Agency Network, Inc. September 1995 - August 2012
Transamerica Agency Network January 1995 - January 2012
BNI Maryland 2009 - 2010
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Retirement, Leadership, Disability Insurance, Whole Life, Term Life Insurance, Universal Life, Management, Health Insurance, Long-term Care, Indexed Annuities, Coaching
Education
The American College 1995 — 2012
LUTC-F
The American College 1996 — 2000
LUTC-F, Insurance
National Life Group August 2012 - Present
Transamerica Agency Network, Inc. September 1995 - August 2012
Transamerica Agency Network January 1995 - January 2012
BNI Maryland 2009 - 2010
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Retirement, Leadership, Disability Insurance, Whole Life, Term Life Insurance, Universal Life, Management, Health Insurance, Long-term Care, Indexed Annuities, Coaching
Education
The American College 1995 — 2012
LUTC-F
The American College 1996 — 2000
LUTC-F, Insurance
Edward Mastny Edward Mastny's National Life Group Experience June 2007 - May 2008
Job Sales Representative at Lincare Holdings, Inc
Industry Construction
Experience
Lincare Holdings, Inc August 2010 - Present
International Leak Detection April 2009 - August 2010
Transit Associates Services September 2008 - December 2008
National Life Group June 2007 - May 2008
University of Illinois October 2004 - May 2007
University of Illinois August 2004 - May 2007
University of Illinois September 2004 - November 2006
Troop 31 1991 - 2003
Education
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Arts, Geography
Southern Illinois University, Carbondale 2003 — 2004
Chemistry
Lincare Holdings, Inc August 2010 - Present
International Leak Detection April 2009 - August 2010
Transit Associates Services September 2008 - December 2008
National Life Group June 2007 - May 2008
University of Illinois October 2004 - May 2007
University of Illinois August 2004 - May 2007
University of Illinois September 2004 - November 2006
Troop 31 1991 - 2003
Education
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Arts, Geography
Southern Illinois University, Carbondale 2003 — 2004
Chemistry
Holly Stone Holly Stone's National Life Group Experience April 2014 - Present
Job
Industry Financial Services
Experience
National Life Group April 2014 - Present
National Life Group June 2011 - April 2014
National Life Group July 2010 - June 2011
microDATA GIS Inc. May 2006 - July 2010
Intrado 1999 - 2006
Intrado February 1996 - October 2000
Skills
PMO, Program Management, Vendor Management, Project Management, Process Improvement, Integration, Team Leadership, Telecommunications, Business Analysis, Management, Strategic Planning, Leadership, Team Building, Cross-functional Team..., Strategy, Project Planning, Software Project..., IT Strategy, Change Management, PMP, SDLC, IT Management, Marketing, Visio, Product Management, Business Process..., Business Process, Management Consulting, MS Project, Continuous Improvement, Six Sigma, Enterprise Software, Requirements Analysis, Business Requirements, CRM, Executive Management, Risk Management, Requirements Gathering, Financial Services, Budgets, Business Intelligence, VoIP
Education
Regis University 2001 — 2005
Master's
Regis University 2001 — 2005
Master’s Degree
Winona State University 1991 — 1995
Bachelor’s Degree
National Life Group April 2014 - Present
National Life Group June 2011 - April 2014
National Life Group July 2010 - June 2011
microDATA GIS Inc. May 2006 - July 2010
Intrado 1999 - 2006
Intrado February 1996 - October 2000
Skills
PMO, Program Management, Vendor Management, Project Management, Process Improvement, Integration, Team Leadership, Telecommunications, Business Analysis, Management, Strategic Planning, Leadership, Team Building, Cross-functional Team..., Strategy, Project Planning, Software Project..., IT Strategy, Change Management, PMP, SDLC, IT Management, Marketing, Visio, Product Management, Business Process..., Business Process, Management Consulting, MS Project, Continuous Improvement, Six Sigma, Enterprise Software, Requirements Analysis, Business Requirements, CRM, Executive Management, Risk Management, Requirements Gathering, Financial Services, Budgets, Business Intelligence, VoIP
Education
Regis University 2001 — 2005
Master's
Regis University 2001 — 2005
Master’s Degree
Winona State University 1991 — 1995
Bachelor’s Degree
John C. Gibson, CLU, ChFC John C. Gibson, CLU, ChFC's National Life Group Experience March 2014 - Present
Job Summit Advisory Group President
Industry Insurance
Experience
Summit Advisory Group January 2005 - Present
National Life Group March 2014 - Present
Education
Southeastern Louisiana University 1979 — 1983
Marketing
The American College
CLU, ChFC
Summit Advisory Group January 2005 - Present
National Life Group March 2014 - Present
Education
Southeastern Louisiana University 1979 — 1983
Marketing
The American College
CLU, ChFC
James A. Clary, CLU, ChFC, MSM's National Life Group Experience July 2008 - September 2013
Job Building our Firm One Advisor at a Time!
Industry Financial Services
Experience
KeyAdvisors KeyAdvisors Charitable Foundation, Inc. Society Of Financial Awareness October 2013 - Present
National Life Group July 2008 - September 2013
Narrow Path Financial Group February 2008 - June 2008
Independence Financial Associates, An Agency of Penn Mutual August 2006 - January 2008
Penn Mutual October 1987 - January 2008
American International Group January 1987 - October 1987
Philadelphia Life Insurance Company January 1981 - December 1986
Skills
Insurance, Life Insurance, Recruiting, Fixed Annuities, Disability Insurance, Training
Education
The American College 2005 — 2006
Master of Science
Villanova University 1979 — 1983
Bachelor of Science
KeyAdvisors KeyAdvisors Charitable Foundation, Inc. Society Of Financial Awareness October 2013 - Present
National Life Group July 2008 - September 2013
Narrow Path Financial Group February 2008 - June 2008
Independence Financial Associates, An Agency of Penn Mutual August 2006 - January 2008
Penn Mutual October 1987 - January 2008
American International Group January 1987 - October 1987
Philadelphia Life Insurance Company January 1981 - December 1986
Skills
Insurance, Life Insurance, Recruiting, Fixed Annuities, Disability Insurance, Training
Education
The American College 2005 — 2006
Master of Science
Villanova University 1979 — 1983
Bachelor of Science
Paul Singer Paul Singer's National Life Group Experience November 2011 - October 2012
Job Accounts Receivable Specialist / President at Platinum Valet Service
Industry Accounting
Experience
SHI International Corp. February 2015 - Present
Platinum Valet Services Inc, March 2012 - Present
National Life Group November 2011 - October 2012
alliance coffee trading inc. July 2004 - August 2006
Skills
Accounting, Auditing, Catering, Customer Service, Equities, Event Management, Event Planning, Financial Analysis, Finance, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Planning, QuickBooks, Restaurants, Risk Management, Social Networking, Trading, Estate Planning, FINRA, Financial Modeling, Financial Services, Hedge Funds, Insurance, Investments, Options, Portfolio Management, Retirement Planning, Securities, Strategic Financial...
Education
College of Staten Island 2012 — 2014
Master's degree, Accounting
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
Bachelor in Science, Business Management
SHI International Corp. February 2015 - Present
Platinum Valet Services Inc, March 2012 - Present
National Life Group November 2011 - October 2012
alliance coffee trading inc. July 2004 - August 2006
Skills
Accounting, Auditing, Catering, Customer Service, Equities, Event Management, Event Planning, Financial Analysis, Finance, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Planning, QuickBooks, Restaurants, Risk Management, Social Networking, Trading, Estate Planning, FINRA, Financial Modeling, Financial Services, Hedge Funds, Insurance, Investments, Options, Portfolio Management, Retirement Planning, Securities, Strategic Financial...
Education
College of Staten Island 2012 — 2014
Master's degree, Accounting
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
Bachelor in Science, Business Management
Andrew Dubuque, PHR Andrew Dubuque, PHR's National Life Group Experience November 2010 - February 2013
Job Manager, Human Resources Services at Champlain College
Industry Higher Education
Experience
Champlain College July 2014 - Present
Champlain College February 2013 - July 2014
National Life Group November 2010 - February 2013
National Life Group August 2009 - December 2010
The Richard Stockton College of New Jersey September 2007 - July 2009
The Richard Stockton College of New Jersey September 2003 - September 2007
Skills
Human Resources, Workday, HRIS, Recruiting, Training & Development, Organizational..., HRIS Technologies, Onboarding, Business Adminstration, HR Policies, Employee Relations, Employee Training, Employee Benefits, Customer Retention, Talent Management, Interviews, Recruitment, Retention, Payroll, Deferred Compensation, Workforce Planning, Training, Personnel Management
Education
Richard Stockton College of New Jersey 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
The Richard Stockton College of New Jersey 2004 — 2009
Masters Degree, Business Administration (MBA)
The Richard Stockton College of New Jersey 2003 — 2007
Bachelors of Science, Business Management
Champlain College July 2014 - Present
Champlain College February 2013 - July 2014
National Life Group November 2010 - February 2013
National Life Group August 2009 - December 2010
The Richard Stockton College of New Jersey September 2007 - July 2009
The Richard Stockton College of New Jersey September 2003 - September 2007
Skills
Human Resources, Workday, HRIS, Recruiting, Training & Development, Organizational..., HRIS Technologies, Onboarding, Business Adminstration, HR Policies, Employee Relations, Employee Training, Employee Benefits, Customer Retention, Talent Management, Interviews, Recruitment, Retention, Payroll, Deferred Compensation, Workforce Planning, Training, Personnel Management
Education
Richard Stockton College of New Jersey 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
The Richard Stockton College of New Jersey 2004 — 2009
Masters Degree, Business Administration (MBA)
The Richard Stockton College of New Jersey 2003 — 2007
Bachelors of Science, Business Management
Elaine Limanek's National Life Group Experience July 2015 - Present
Job Illustration Specialist at National Life Group
Industry Insurance
Experience
National Life Group July 2015 - Present
Burlington Tennis Club May 2012 - Present
Chittenden South Supervisory Union August 2012 - June 2015
Well Wed Magazine September 2014 - January 2015
Burlington Tennis Club May 2012 - October 2014
CUA Admissions September 2008 - May 2012
Lochearn Camp for Girls May 2011 - August 2011
Skills
PowerPoint, Facebook, Event Planning, Social Media, Public Speaking, Microsoft Office, Microsoft Word, Tumblr, iMovie, Cpr Certified, French, Editing
Education
The Catholic University of America 2008 — 2012
Bachelor of Arts (B.A.), Media Studies and Communication
National Life Group July 2015 - Present
Burlington Tennis Club May 2012 - Present
Chittenden South Supervisory Union August 2012 - June 2015
Well Wed Magazine September 2014 - January 2015
Burlington Tennis Club May 2012 - October 2014
CUA Admissions September 2008 - May 2012
Lochearn Camp for Girls May 2011 - August 2011
Skills
PowerPoint, Facebook, Event Planning, Social Media, Public Speaking, Microsoft Office, Microsoft Word, Tumblr, iMovie, Cpr Certified, French, Editing
Education
The Catholic University of America 2008 — 2012
Bachelor of Arts (B.A.), Media Studies and Communication
Ritvik Jarugumilli Ritvik Jarugumilli's National Life Group Experience October 2013 - September 2014
Job Associate Actuary at Genworth
Industry Insurance
Experience
Genworth September 2014 - Present
National Life Group October 2013 - September 2014
National Life Group December 2011 - October 2013
National Life Group May 2011 - December 2011
Skills
Microsoft Excel, Microsoft SQL Server, Actuarial Science, Microsoft Visual Basic..., Actuaries, Microsoft Access, Access, Analysis, Financial Risk, Valuation, Life Insurance, Actuarial Exams, Enterprise Risk..., Universal Life, Databases, Pricing, Data Analysis, Financial Modeling, Visual Basic, Risk Management, Testing, VBA
Education
University of Connecticut 2010 — 2012
Bachelor of Arts (BA), Actuarial Science
The Johns Hopkins University 2007 — 2009
Genworth September 2014 - Present
National Life Group October 2013 - September 2014
National Life Group December 2011 - October 2013
National Life Group May 2011 - December 2011
Skills
Microsoft Excel, Microsoft SQL Server, Actuarial Science, Microsoft Visual Basic..., Actuaries, Microsoft Access, Access, Analysis, Financial Risk, Valuation, Life Insurance, Actuarial Exams, Enterprise Risk..., Universal Life, Databases, Pricing, Data Analysis, Financial Modeling, Visual Basic, Risk Management, Testing, VBA
Education
University of Connecticut 2010 — 2012
Bachelor of Arts (BA), Actuarial Science
The Johns Hopkins University 2007 — 2009
C.V. Howe C.V. Howe's National Life Group Experience October 2004 - June 2006
Job Director of Operations at Quinn Popcorn
Industry Food & Beverages
Experience
Quinn Popcorn September 2011 - Present
Avery Brewing Company July 2008 - August 2011
Avery Brewing Company August 2007 - July 2008
Avery Brewing Company August 2006 - August 2007
National Life Group October 2004 - June 2006
Skills
Social Media, Strategic Planning, Marketing Communications, Management Consulting, Marketing Strategy, Start-ups, Strategic Partnerships, Marketing, Strategy, Online Marketing, Market Research, Analytics, Competitive Analysis, Business Strategy, Brand Management, New Business Development, Product Development, Event Management, Entrepreneurship, Product Marketing, Business Planning, Lead Generation, Brand Development, Market Analysis, Integrated Marketing, Sales
Education
Saint Lawrence University 2000 — 2004
BA, Economics
Quinn Popcorn September 2011 - Present
Avery Brewing Company July 2008 - August 2011
Avery Brewing Company August 2007 - July 2008
Avery Brewing Company August 2006 - August 2007
National Life Group October 2004 - June 2006
Skills
Social Media, Strategic Planning, Marketing Communications, Management Consulting, Marketing Strategy, Start-ups, Strategic Partnerships, Marketing, Strategy, Online Marketing, Market Research, Analytics, Competitive Analysis, Business Strategy, Brand Management, New Business Development, Product Development, Event Management, Entrepreneurship, Product Marketing, Business Planning, Lead Generation, Brand Development, Market Analysis, Integrated Marketing, Sales
Education
Saint Lawrence University 2000 — 2004
BA, Economics
Sam Brigham Sam Brigham's National Life Group Experience May 2014 - August 2014
Job
Industry Insurance
Experience
National Life Group May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Leadership, Management, Microsoft Office
Education
Saint Michael's College 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General, 3.43 GPA
National Life Group May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Leadership, Management, Microsoft Office
Education
Saint Michael's College 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General, 3.43 GPA
Kate Paine's National Life Group Experience September 1999 - September 2001
Job Personal Brand Strategist & Speaker | Vermont Public Relations | LinkedIn Profile Writer | Woman Owned Business Champion
Industry Public Relations and Communications
Experience
Kate Paine Associates, LLC December 2009 - Present
Marketing Partners, Inc. June 2013 - August 2014
WBON - Women Business Owners Network June 2010 - December 2012
Vermont Community Loan Fund June 2008 - December 2009
Cabot Creamery Cooperative August 2007 - April 2008
Vermont Historical Society July 2004 - August 2007
Mansfield Media Partners, LLC November 2001 - June 2005
National Life Group September 1999 - September 2001
Johnson State College January 1997 - May 1999
The Stowe Reporter January 1995 - January 1997
Skills
Public Relations, LinkedIn Training, LinkedIn, Marketing Strategy, Pitching Media, Public Speaking, Social Media, Personal Branding, Publicity, Community Development, Social Media Marketing, Copywriting, Marketing, Marketing Communications, Workshop Facilitation, Referral Networking, Nonprofits, Fundraising, Blogging, Storytelling, Small Business, Public Policy, Entrepreneurship, Online Marketing, Media Relations, Community Outreach, Social Networking, Web Content, Leadership Development, Press Releases
Education
School of Visual Arts 1987 — 1989
BFA, Journalism, Communications
Kate Paine Associates, LLC December 2009 - Present
Marketing Partners, Inc. June 2013 - August 2014
WBON - Women Business Owners Network June 2010 - December 2012
Vermont Community Loan Fund June 2008 - December 2009
Cabot Creamery Cooperative August 2007 - April 2008
Vermont Historical Society July 2004 - August 2007
Mansfield Media Partners, LLC November 2001 - June 2005
National Life Group September 1999 - September 2001
Johnson State College January 1997 - May 1999
The Stowe Reporter January 1995 - January 1997
Skills
Public Relations, LinkedIn Training, LinkedIn, Marketing Strategy, Pitching Media, Public Speaking, Social Media, Personal Branding, Publicity, Community Development, Social Media Marketing, Copywriting, Marketing, Marketing Communications, Workshop Facilitation, Referral Networking, Nonprofits, Fundraising, Blogging, Storytelling, Small Business, Public Policy, Entrepreneurship, Online Marketing, Media Relations, Community Outreach, Social Networking, Web Content, Leadership Development, Press Releases
Education
School of Visual Arts 1987 — 1989
BFA, Journalism, Communications
Claudia Houston Claudia Houston's National Life Group Experience September 1990 - January 2006
Job Director AIG Partners Group
Industry Insurance
Experience
AIG February 2006 - Present
National Life Group September 1990 - January 2006
The New England Mutual Life Insurance Company September 1989 - September 1990
Northwestern Mutual Life March 1985 - August 1989
Skills
Term Life Insurance, Insurance, Life Insurance, Strategic Financial..., Leadership Development, Fixed Annuities, Disability Insurance, Training, Long-term Care, Retirement, Employee Benefits, Retirement Planning, 401k, IRAs, Health Insurance, Financial Planning
Education
The American College
AIG February 2006 - Present
National Life Group September 1990 - January 2006
The New England Mutual Life Insurance Company September 1989 - September 1990
Northwestern Mutual Life March 1985 - August 1989
Skills
Term Life Insurance, Insurance, Life Insurance, Strategic Financial..., Leadership Development, Fixed Annuities, Disability Insurance, Training, Long-term Care, Retirement, Employee Benefits, Retirement Planning, 401k, IRAs, Health Insurance, Financial Planning
Education
The American College
Raymond J. Ogden, ChFC, CLU Raymond J. Ogden, ChFC, CLU's National Life Group Experience November 2003 - Present
Job Financial Representative at National Life Group
Industry Financial Services
Experience
Equity Services, Inc. November 2003 - Present
National Life Group November 2003 - Present
Skills
Business Needs Analysis, Key-Person Insurance, Fixed Annuities, Variable Annuities, Insurance Strategies, IRAs, 401k, Retirement Strategies, Estate Planning..., Charitable Giving..., Investments, Mutual Funds, Securities, Personal Needs Analysis, Personal Life Insurance
Education
The American College 1991 — 1993
Chartered Financial Consultant, Chartered Life Underwriter, Life Insurance, Financial Services, and Investments
Wayne State University 1971 — 1976
Bachelor of Fine Arts (B.F.A.), Industrial and Product Design
Equity Services, Inc. November 2003 - Present
National Life Group November 2003 - Present
Skills
Business Needs Analysis, Key-Person Insurance, Fixed Annuities, Variable Annuities, Insurance Strategies, IRAs, 401k, Retirement Strategies, Estate Planning..., Charitable Giving..., Investments, Mutual Funds, Securities, Personal Needs Analysis, Personal Life Insurance
Education
The American College 1991 — 1993
Chartered Financial Consultant, Chartered Life Underwriter, Life Insurance, Financial Services, and Investments
Wayne State University 1971 — 1976
Bachelor of Fine Arts (B.F.A.), Industrial and Product Design
Logan Conroy Logan Conroy's National Life Group Experience 2011 - 2013
Job Financial Professional
Industry Financial Services
Experience
Valley Investment Management LLC 2013 - 2015
National Life Group 2011 - 2013
The Willard Companies 2002 - 2011
Education
Roanoke College
Bachelor of Business Administration
Valley Investment Management LLC 2013 - 2015
National Life Group 2011 - 2013
The Willard Companies 2002 - 2011
Education
Roanoke College
Bachelor of Business Administration
Danny Blumberg's National Life Group Experience January 2015 - Present
Job Financial Services Professional at National Life Group
Industry Financial Services
Experience
National Life Group January 2015 - Present
Green Chimneys May 2013 - December 2014
Skills
Retirement Planning, Life Insurance, Financial Strategies, Estate Planning..., Retirement Strategies, Business Needs Analysis, Capital Accumulation, Charitable Giving..., Employee Benefits, Executive Benefits, Fixed Annuities, Insurance Strategies, IRAs, Key Person Insurance, Pension Plans, Personal Life Insurance, Personal Needs Analysis
Education
Radford University 2009 — 2013
Bachelor's Degree, Business Management
National Life Group January 2015 - Present
Green Chimneys May 2013 - December 2014
Skills
Retirement Planning, Life Insurance, Financial Strategies, Estate Planning..., Retirement Strategies, Business Needs Analysis, Capital Accumulation, Charitable Giving..., Employee Benefits, Executive Benefits, Fixed Annuities, Insurance Strategies, IRAs, Key Person Insurance, Pension Plans, Personal Life Insurance, Personal Needs Analysis
Education
Radford University 2009 — 2013
Bachelor's Degree, Business Management
Janet Hogland Janet Hogland's National Life Group Experience February 2014 - Present
Job RFP Manager at National Life Group
Industry Defense & Space
Experience
National Life Group February 2014 - Present
McLane Advanced Technologies February 2013 - August 2013
Raytheon March 2012 - February 2013
Raytheon January 2005 - October 2011
Raytheon May 1996 - January 2005
E-Systems October 1976 - May 1992
Skills
Program Management, Proposal Management, Cost Estimating, Proposal Writing, Leadership, Systems Engineering, Aerospace, Project Estimation, DoD, Earned Value Management, Security Clearance, Strategy, Cross-functional Team..., Training, Management, Government Contracting, Integration, Defense, Process Improvement, Information Assurance, Six Sigma, Military, Government, Proposal Support, Engineering Management, Proposal Leadership, Business Development, FAR, PMP, Configuration Management, Government Proposals, RFP, Project Management, Proposal Generation, Requirements Management, Technical Writing, Government Procurement, Defense Contracting
Education
Texas A&M University-Commerce
BS, Industrial Technology
University of Dallas
National Life Group February 2014 - Present
McLane Advanced Technologies February 2013 - August 2013
Raytheon March 2012 - February 2013
Raytheon January 2005 - October 2011
Raytheon May 1996 - January 2005
E-Systems October 1976 - May 1992
Skills
Program Management, Proposal Management, Cost Estimating, Proposal Writing, Leadership, Systems Engineering, Aerospace, Project Estimation, DoD, Earned Value Management, Security Clearance, Strategy, Cross-functional Team..., Training, Management, Government Contracting, Integration, Defense, Process Improvement, Information Assurance, Six Sigma, Military, Government, Proposal Support, Engineering Management, Proposal Leadership, Business Development, FAR, PMP, Configuration Management, Government Proposals, RFP, Project Management, Proposal Generation, Requirements Management, Technical Writing, Government Procurement, Defense Contracting
Education
Texas A&M University-Commerce
BS, Industrial Technology
University of Dallas
Morgan Burke Morgan Burke's National Life Group Experience June 2014 - August 2014
Job Human Resources Generalist/Event Coordinator
Industry Human Resources
Experience
Vail Resorts September 2014 - April 2015
National Life Group June 2014 - August 2014
Sierra Nevada College August 2012 - May 2014
Skills
PeopleSoft, SuccessFactors, E-Verify, RPOs, Microsoft Office, Social Networking, Microsoft Excel, Event Planning, PowerPoint, Research, Social Media, Customer Service, Leadership, Microsoft Word
Education
Sierra Nevada College 2012 — 2014
Bachelor's Degree, Psychology
Domincan Academy 2006 — 2010
High School Diploma
Vail Resorts September 2014 - April 2015
National Life Group June 2014 - August 2014
Sierra Nevada College August 2012 - May 2014
Skills
PeopleSoft, SuccessFactors, E-Verify, RPOs, Microsoft Office, Social Networking, Microsoft Excel, Event Planning, PowerPoint, Research, Social Media, Customer Service, Leadership, Microsoft Word
Education
Sierra Nevada College 2012 — 2014
Bachelor's Degree, Psychology
Domincan Academy 2006 — 2010
High School Diploma
Julie Bock Julie Bock's National Life Group Experience 2015 - Present
Job Sr. Talent Acquisition Consultant at National Life Group
Industry Financial Services
Experience
National Life Group 2015 - Present
The University of Vermont Health Network - Central Vermont Medical Center 2014 - 2015
Keurig Green Mountain, Inc. April 2011 - September 2014
Green Mountain Coffee Roasters February 2010 - April 2011
Green Mountain Coffee Roasters April 2005 - February 2010
Stowe Mountain Resort December 2001 - April 2005
Stationary House December 1999 - June 2001
Skills
Marketing, Recruiting, Cross-functional Team..., Talent Acquisition, Project Management, Marketing Strategy, Team Building, Training, Marketing Communications, Sourcing, Applicant Tracking..., Business Development, Operations Management, Project Planning, Taleo, Professional Recruiter..., CPG Industry, Food & Beverage, Healthcare, Global Talent...
Education
University of Vermont 2006 — 2007
pre-MBA coursework
Shippensburg University of Pennsylvania 1995 — 1999
BA, Communications - Public Relations concentration, minor in Spanish
Waynesboro Area High School
National Life Group 2015 - Present
The University of Vermont Health Network - Central Vermont Medical Center 2014 - 2015
Keurig Green Mountain, Inc. April 2011 - September 2014
Green Mountain Coffee Roasters February 2010 - April 2011
Green Mountain Coffee Roasters April 2005 - February 2010
Stowe Mountain Resort December 2001 - April 2005
Stationary House December 1999 - June 2001
Skills
Marketing, Recruiting, Cross-functional Team..., Talent Acquisition, Project Management, Marketing Strategy, Team Building, Training, Marketing Communications, Sourcing, Applicant Tracking..., Business Development, Operations Management, Project Planning, Taleo, Professional Recruiter..., CPG Industry, Food & Beverage, Healthcare, Global Talent...
Education
University of Vermont 2006 — 2007
pre-MBA coursework
Shippensburg University of Pennsylvania 1995 — 1999
BA, Communications - Public Relations concentration, minor in Spanish
Waynesboro Area High School
DOMINICK CITERA DOMINICK CITERA's National Life Group Experience August 2010 - Present
Job Sales Manager /Sales Director at Financial Integrity Strategies
Industry Financial Services
Experience
National Life Group August 2010 - Present
Financial Integrity Strategies August 2010 - Present
AXA Advisors July 1989 - August 2010
Skills
Employee Benefits, Fixed Annuities, Executive Benefits, Key-Person Insurance, Life Insurance, Personal Life Insurance
Education
St. Francis College 1984 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
National Life Group August 2010 - Present
Financial Integrity Strategies August 2010 - Present
AXA Advisors July 1989 - August 2010
Skills
Employee Benefits, Fixed Annuities, Executive Benefits, Key-Person Insurance, Life Insurance, Personal Life Insurance
Education
St. Francis College 1984 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Betsy Drury's National Life Group Experience November 2013 - Present
Job Director Creative Services at National Life Group
Industry Financial Services
Experience
National Life Group November 2013 - Present
National Life Group 2000 - November 2013
Spaulding High School August 2011 - November 2011
Great Brook Studio 1995 - 2000
Iroquois Publishing 1995 - 1998
Skills
Art Direction, Design Management, Branding & Identity, Project Management, Graphic Design, Coaching, Design Strategy, Graphics, Publications, Marketing, Brand Development, Management, Advertising, Insurance, Leadership, Social Media, Sales, Strategic Planning, Public Speaking
Education
Saint Michael's College
Bachelor of Science (B.S.), Business Administration
National Life Group November 2013 - Present
National Life Group 2000 - November 2013
Spaulding High School August 2011 - November 2011
Great Brook Studio 1995 - 2000
Iroquois Publishing 1995 - 1998
Skills
Art Direction, Design Management, Branding & Identity, Project Management, Graphic Design, Coaching, Design Strategy, Graphics, Publications, Marketing, Brand Development, Management, Advertising, Insurance, Leadership, Social Media, Sales, Strategic Planning, Public Speaking
Education
Saint Michael's College
Bachelor of Science (B.S.), Business Administration
John Slane John Slane's National Life Group Experience September 2014 - Present
Job Internal Wholesaler at National Life Group
Industry Financial Services
Experience
National Life Group September 2014 - Present
Champlain Valley Newspaper Group September 2013 - August 2014
National Life Group June 2012 - May 2013
Bennett and Company June 2011 - August 2011
Smart Home Tech May 2010 - September 2010
Lovering Volvo September 2006 - August 2009
Skills
Customer Satisfaction, Sales Management, Account Management, Marketing Strategy, New Business Development, Negotiation, Public Speaking, Sales, Advertising, Customer Service, Process Improvement, Leadership, Salesforce.com, Insurance, Time Management, Outlook, Microsoft Excel, Team Leadership, Marketing, Social Media, Management, PowerPoint, Social Networking
Education
Saint Michael's College 2009 — 2013
Bachelor of Applied Science (BASc), Business Administration and Management, General
Bishop Guertin High School 2005 — 2009
National Life Group September 2014 - Present
Champlain Valley Newspaper Group September 2013 - August 2014
National Life Group June 2012 - May 2013
Bennett and Company June 2011 - August 2011
Smart Home Tech May 2010 - September 2010
Lovering Volvo September 2006 - August 2009
Skills
Customer Satisfaction, Sales Management, Account Management, Marketing Strategy, New Business Development, Negotiation, Public Speaking, Sales, Advertising, Customer Service, Process Improvement, Leadership, Salesforce.com, Insurance, Time Management, Outlook, Microsoft Excel, Team Leadership, Marketing, Social Media, Management, PowerPoint, Social Networking
Education
Saint Michael's College 2009 — 2013
Bachelor of Applied Science (BASc), Business Administration and Management, General
Bishop Guertin High School 2005 — 2009
Brek Bolton Brek Bolton's National Life Group Experience January 1998 - December 2009
Job Associate/Business Planning Group
Industry Financial Services
Experience
The Business Planning Group January 2014 - Present
KSTU Fox 13 TV November 2012 - May 2014
MassMutual Financial Group January 1998 - April 2013
MassMutual Financial Group December 2009 - March 2013
National Life Group January 1998 - December 2009
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Broadcast Television, Investment Advisory..., Fixed Income Analysis, Financial Advisory, Microsoft Office, Investments, Retirement
Education
University of Utah 1996 — 1998
Bachelor of Applied Science (B.A.Sc.), Meteorology
Salt Lake Community College 1991 — 1995
Associate of Science (A.S.)
The Business Planning Group January 2014 - Present
KSTU Fox 13 TV November 2012 - May 2014
MassMutual Financial Group January 1998 - April 2013
MassMutual Financial Group December 2009 - March 2013
National Life Group January 1998 - December 2009
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Broadcast Television, Investment Advisory..., Fixed Income Analysis, Financial Advisory, Microsoft Office, Investments, Retirement
Education
University of Utah 1996 — 1998
Bachelor of Applied Science (B.A.Sc.), Meteorology
Salt Lake Community College 1991 — 1995
Associate of Science (A.S.)
Marilyn Loughray, FLMI, AAPA, ACS Marilyn Loughray, FLMI, AAPA, ACS's National Life Group Experience July 1997 - February 2014
Job Experienced Director/Manager in Life, Health and Annuities
Industry Insurance
Experience
National Life Group July 1997 - February 2014
JCPenney Life Insurance Company 1992 - 1997
Great Southern Life Insurance Company 1984 - 1992
Skills
Management, Strategic Planning, Insurance, Process Improvement, Indexed Annuities, Call Center, Fixed Annuities, Life Insurance, Integration, Business Analysis, Business Process..., Call Centers, Analysis, Leadership, Risk Management, Term Life Insurance, Retirement, Strategy
Education
The University of Texas at Dallas 1993 — 1997
BA, Government and Politics
National Life Group July 1997 - February 2014
JCPenney Life Insurance Company 1992 - 1997
Great Southern Life Insurance Company 1984 - 1992
Skills
Management, Strategic Planning, Insurance, Process Improvement, Indexed Annuities, Call Center, Fixed Annuities, Life Insurance, Integration, Business Analysis, Business Process..., Call Centers, Analysis, Leadership, Risk Management, Term Life Insurance, Retirement, Strategy
Education
The University of Texas at Dallas 1993 — 1997
BA, Government and Politics
Eloise Hedbor Eloise Hedbor's National Life Group Experience 1990 - Present
Job Client Centered Financial
Industry Financial Services
Experience
Client Centered Financial March 2013 - Present
National Life Group 1990 - Present
Client Centered Financial 2006 - February 2013
Jim Hedbor Financial Services 1990 - 2006
Vermont Business Magazine 1980 - 2006
Burlington Free Press 1977 - 2005
Beaumont Enterprise 1975 - 1977
Skills
Insurance, Editing, Life Insurance, Leadership, Long Term Care Insurance, Management, Business Strategy, Small Business, Retirement, Copy Editing, Disability Insurance, Public Speaking, Marketing Strategy, Strategy, Storytelling, Microsoft Office, Retirement Strategies, Financial Strategies, Personal Needs Analysis, Executive Benefits, Fixed Annuities, Key-Person Insurance, Charitable Giving..., Capital Accumulation, Insurance Strategies, Customer Service, IRAs, Business Needs Analysis, Estate Planning..., Business Succession...
Education
The American College 2013 — 2015
University of Vermont 1963 — 1967
BS, Economics, Political Science and Classics
Client Centered Financial March 2013 - Present
National Life Group 1990 - Present
Client Centered Financial 2006 - February 2013
Jim Hedbor Financial Services 1990 - 2006
Vermont Business Magazine 1980 - 2006
Burlington Free Press 1977 - 2005
Beaumont Enterprise 1975 - 1977
Skills
Insurance, Editing, Life Insurance, Leadership, Long Term Care Insurance, Management, Business Strategy, Small Business, Retirement, Copy Editing, Disability Insurance, Public Speaking, Marketing Strategy, Strategy, Storytelling, Microsoft Office, Retirement Strategies, Financial Strategies, Personal Needs Analysis, Executive Benefits, Fixed Annuities, Key-Person Insurance, Charitable Giving..., Capital Accumulation, Insurance Strategies, Customer Service, IRAs, Business Needs Analysis, Estate Planning..., Business Succession...
Education
The American College 2013 — 2015
University of Vermont 1963 — 1967
BS, Economics, Political Science and Classics
Brian Goodhue Brian Goodhue's National Life Group Experience June 2011 - September 2012
Job Business Intelligence Analyst at Wayfair
Industry Marketing and Advertising
Experience
MyWebGrocer August 2015 - Present
Wayfair February 2014 - August 2015
Vermont Teddy Bear Company September 2012 - February 2014
National Life Group June 2011 - September 2012
Fourth Cliff Airforce Recreation Base June 2009 - June 2011
Self-Assembling DNA Nanostructures in the Octet Truss September 2009 - May 2010
Starmarket August 2006 - June 2009
Skills
Excel, R, SPSS, Mathematics, Economics, PowerPoint, Microsoft Excel, Data Analysis, Access, Microsoft Office, Research, Omniture, A/B testing, Web Analytics
Education
Saint Michael's College 2008 — 2012
B.S, Mathematics and Economics
MyWebGrocer August 2015 - Present
Wayfair February 2014 - August 2015
Vermont Teddy Bear Company September 2012 - February 2014
National Life Group June 2011 - September 2012
Fourth Cliff Airforce Recreation Base June 2009 - June 2011
Self-Assembling DNA Nanostructures in the Octet Truss September 2009 - May 2010
Starmarket August 2006 - June 2009
Skills
Excel, R, SPSS, Mathematics, Economics, PowerPoint, Microsoft Excel, Data Analysis, Access, Microsoft Office, Research, Omniture, A/B testing, Web Analytics
Education
Saint Michael's College 2008 — 2012
B.S, Mathematics and Economics
Nicholas Pitt Nicholas Pitt's National Life Group Experience August 2014 - Present
Job Disbursement Service Rep at National Life Group
Industry Insurance
Experience
National Life Group August 2014 - Present
Clarks Sunoco June 2009 - March 2014
Hannaford Bros. Co. June 2006 - November 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, English, Analysis, Facebook, Finance, Data Analysis, Time Management
Education
Syracuse University 2011 — 2014
Bachelor of Arts (BA), Economics
Vermont Technical College 2009 — 2010
Undeclared
National Life Group August 2014 - Present
Clarks Sunoco June 2009 - March 2014
Hannaford Bros. Co. June 2006 - November 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, English, Analysis, Facebook, Finance, Data Analysis, Time Management
Education
Syracuse University 2011 — 2014
Bachelor of Arts (BA), Economics
Vermont Technical College 2009 — 2010
Undeclared
Cindy Duck Cindy Duck's National Life Group Experience August 2012 - Present
Job Agent Services Advisor at National Life Group
Industry Insurance
Experience
National Life Group August 2012 - Present
1st Global August 2000 - May 2012
United American Insurance May 1998 - August 2000
Skills
Insurance, Life Insurance
Education
Texas A&M University-Commerce 1989 — 1993
BBA, Business / Human Resources
National Life Group August 2012 - Present
1st Global August 2000 - May 2012
United American Insurance May 1998 - August 2000
Skills
Insurance, Life Insurance
Education
Texas A&M University-Commerce 1989 — 1993
BBA, Business / Human Resources
Ana Lucía Guerrero Valdez Ana Lucía Guerrero Valdez's National Life Group Experience 2010 - 2011
Job ELearning
Industry Information Technology and Services
Experience
National Life Group 2010 - 2011
National Life Group 2010 - 2011
Universidad de Valle de Bravo January 2001 - July 2002
Rene Produce, LLC January 2000 - May 2002
INEGI 1994 - 2002
Instituto Nacional de Estadística Geografía e Informática October 1993 - November 2000
Skills
Databases, Problem Solving, Team Leadership, Microsoft Office, Management Consulting, Linux, Mentoring, IT Management, Business Strategy, Integration, Oracle, Management, Business Analysis, IT Service Management, Training
Education
Tecnológico de Monterrey 2003 — 2008
master, Information
Tecnológico de Monterrey 2000 — 2008
MSTI Master of Science in Information Technology, Business Intelligence, Knowledge Management, Sustainable Development, Learning Organizations
Tecnológico de Monterrey 1988 — 1992
BD in Information System, Knowledge Management, Business Inteligence
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
Master, in Education/Cognitive Development
National Life Group 2010 - 2011
National Life Group 2010 - 2011
Universidad de Valle de Bravo January 2001 - July 2002
Rene Produce, LLC January 2000 - May 2002
INEGI 1994 - 2002
Instituto Nacional de Estadística Geografía e Informática October 1993 - November 2000
Skills
Databases, Problem Solving, Team Leadership, Microsoft Office, Management Consulting, Linux, Mentoring, IT Management, Business Strategy, Integration, Oracle, Management, Business Analysis, IT Service Management, Training
Education
Tecnológico de Monterrey 2003 — 2008
master, Information
Tecnológico de Monterrey 2000 — 2008
MSTI Master of Science in Information Technology, Business Intelligence, Knowledge Management, Sustainable Development, Learning Organizations
Tecnológico de Monterrey 1988 — 1992
BD in Information System, Knowledge Management, Business Inteligence
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
Master, in Education/Cognitive Development
Colin Thompson, CPA's National Life Group Experience September 2012 - December 2012
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
National Life Group September 2012 - December 2012
Deloitte June 2012 - August 2012
National Life Group June 2011 - August 2011
Saint Michael's College September 2010 - December 2010
Skills
Fixed Assets, Accounting, QuickBooks, PowerPoint, Microsoft Office, ERP, Financial Reporting, Auditing, Research, Finance, US GAAP, Internal Audit, Microsoft Excel, Internal Controls, Financial Analysis
Education
Saint Michael's College 2009 — 2013
Bachelor of Science (B.S.), Accounting, Business
Deloitte September 2013 - Present
National Life Group September 2012 - December 2012
Deloitte June 2012 - August 2012
National Life Group June 2011 - August 2011
Saint Michael's College September 2010 - December 2010
Skills
Fixed Assets, Accounting, QuickBooks, PowerPoint, Microsoft Office, ERP, Financial Reporting, Auditing, Research, Finance, US GAAP, Internal Audit, Microsoft Excel, Internal Controls, Financial Analysis
Education
Saint Michael's College 2009 — 2013
Bachelor of Science (B.S.), Accounting, Business
Angela Timmerman Angela Timmerman's National Life Group Experience March 2013 - Present
Job Financial Advisor at National Life Group
Industry Financial Services
Experience
National Life Group March 2013 - Present
Education
State University of New York Empire State College 2010 — 2012
Business and Finance
National Life Group March 2013 - Present
Education
State University of New York Empire State College 2010 — 2012
Business and Finance
William (Bill) Decker's National Life Group Experience 2005 - 2009
Job Chief Human Resources and Compliance Officer
Industry Human Resources
Experience
KARL STORZ GmbH & Co KG September 2014 - Present
Vention Medical, Inc. 2013 - 2014
Northern Power Systems 2009 - 2012
National Life Group 2005 - 2009
IMS Health 2002 - 2005
Baxter Healthcare 1994 - 2002
Schering Plough 1989 - 1994
General Electric 1985 - 1989
Skills
Talent Management, Succession Planning, Workforce Planning, Talent Acquisition, Employee Relations, Deferred Compensation, Performance Management, HR Transformation, Strategic HR, Executive Coaching, M&A experience, Due Diligence, Compensation & Benefit, Compensation Structure..., Leadership Development, equity compensation, Organizational..., Organizational Design, Employee Engagement, Change Management, Program Management, Strategy, Compensation Structures, Executive Management, Team Building, Leadership, Management, Strategic Planning, Employee Benefits, Executive Pay, Recruiting, Human Resources, Coaching, Mergers & Acquisitions, Start-ups, Onboarding
Education
Fairleigh Dickinson University 1987 — 1991
MBA, Human Resource Administration
Seton Hall University 1978 — 1982
BS, Industrial Relations and Management
KARL STORZ GmbH & Co KG September 2014 - Present
Vention Medical, Inc. 2013 - 2014
Northern Power Systems 2009 - 2012
National Life Group 2005 - 2009
IMS Health 2002 - 2005
Baxter Healthcare 1994 - 2002
Schering Plough 1989 - 1994
General Electric 1985 - 1989
Skills
Talent Management, Succession Planning, Workforce Planning, Talent Acquisition, Employee Relations, Deferred Compensation, Performance Management, HR Transformation, Strategic HR, Executive Coaching, M&A experience, Due Diligence, Compensation & Benefit, Compensation Structure..., Leadership Development, equity compensation, Organizational..., Organizational Design, Employee Engagement, Change Management, Program Management, Strategy, Compensation Structures, Executive Management, Team Building, Leadership, Management, Strategic Planning, Employee Benefits, Executive Pay, Recruiting, Human Resources, Coaching, Mergers & Acquisitions, Start-ups, Onboarding
Education
Fairleigh Dickinson University 1987 — 1991
MBA, Human Resource Administration
Seton Hall University 1978 — 1982
BS, Industrial Relations and Management
Nick Blumberg's National Life Group Experience June 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
National Life Group June 2015 - Present
Green Chimneys June 2013 - June 2015
Skills
Insurance, Investments, Financial Analysis, Leadership, Financial Planning, Risk Management, Retirement Planning, Financial Services, Life Insurance, Portfolio Management
Education
Roanoke College 2010 — 2013
Bachelor of Business Administration (B.B.A.)
National Life Group June 2015 - Present
Green Chimneys June 2013 - June 2015
Skills
Insurance, Investments, Financial Analysis, Leadership, Financial Planning, Risk Management, Retirement Planning, Financial Services, Life Insurance, Portfolio Management
Education
Roanoke College 2010 — 2013
Bachelor of Business Administration (B.B.A.)
Alex Beard Alex Beard's National Life Group Experience January 2015 - Present
Job Kitchen Manager at The Wooden Spoon
Industry Information Services
Experience
National Life Group January 2015 - Present
The Wooden Spoon May 2013 - Present
The Wooden Spoon May 2010 - May 2013
Skills
Statistical Data..., Microsoft Excel, Management, Python, VBA Programming, Insurance, Microsoft Office, Microsoft Word, PowerPoint, Research
Education
University of Vermont 2014 — 2017
Business Analytics, 3.87 GPA
Syracuse University 2013 — 2014
Business Administration and Management, General, 3.75 GPA
National Life Group January 2015 - Present
The Wooden Spoon May 2013 - Present
The Wooden Spoon May 2010 - May 2013
Skills
Statistical Data..., Microsoft Excel, Management, Python, VBA Programming, Insurance, Microsoft Office, Microsoft Word, PowerPoint, Research
Education
University of Vermont 2014 — 2017
Business Analytics, 3.87 GPA
Syracuse University 2013 — 2014
Business Administration and Management, General, 3.75 GPA
ron merolli ron merolli's National Life Group Experience 1988 - 2010
Job Adjunct College Professor and Independent Insurance Agent
Industry Insurance
Experience
Norwich University January 2014 - Present
National Life Group 1988 - 2010
Education
The Catholic University of America 1971 — 1974
juris doctor, law
fairleigh dickinson university- new jersey 1966 — 1970
Bachelor's degree, Political Science and Government
Norwich University January 2014 - Present
National Life Group 1988 - 2010
Education
The Catholic University of America 1971 — 1974
juris doctor, law
fairleigh dickinson university- new jersey 1966 — 1970
Bachelor's degree, Political Science and Government
Kristen Donnally Kristen Donnally's National Life Group Experience November 2011 - March 2012
Job Integrated Marketing Manager at ThinkInk Communications
Industry Marketing and Advertising
Experience
ThinkInk Communications July 2015 - Present
CardLab, Inc. April 2012 - October 2014
CardLab, Inc. April 2012 - August 2013
National Life Group November 2011 - March 2012
Genesco Sports Enterprises August 2010 - March 2011
The Wilson Foundation June 2009 - August 2009
Skills
Marketing, Social Media, Email Marketing, Facebook, Google Analytics, Photoshop, CRM Program Management, Microsoft Excel, Microsoft Office, Management, Customer Service, Sales, Strategy, InDesign, Outlook, Online Marketing, Marketing Strategy, Social Media Marketing, Digital Marketing, Illustrator, Newsletters, Social Networking, Spanish, PPC, Affiliate Marketing, Google Adwords
Education
Southern Methodist University 2006 — 2010
Bachelor’s Degree, Advertising and Marketing, Spanish Minor
Highland Park High School 2002 — 2006
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
ThinkInk Communications July 2015 - Present
CardLab, Inc. April 2012 - October 2014
CardLab, Inc. April 2012 - August 2013
National Life Group November 2011 - March 2012
Genesco Sports Enterprises August 2010 - March 2011
The Wilson Foundation June 2009 - August 2009
Skills
Marketing, Social Media, Email Marketing, Facebook, Google Analytics, Photoshop, CRM Program Management, Microsoft Excel, Microsoft Office, Management, Customer Service, Sales, Strategy, InDesign, Outlook, Online Marketing, Marketing Strategy, Social Media Marketing, Digital Marketing, Illustrator, Newsletters, Social Networking, Spanish, PPC, Affiliate Marketing, Google Adwords
Education
Southern Methodist University 2006 — 2010
Bachelor’s Degree, Advertising and Marketing, Spanish Minor
Highland Park High School 2002 — 2006
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
John Paddock's National Life Group Experience August 2014 - Present
Job AVP Business Strategy and Process Improvement at National Life Group
Industry Insurance
Experience
National Life Group August 2014 - Present
Cigna September 2013 - July 2014
The Hartford January 2004 - March 2013
The Hartford January 2004 - August 2006
American Skandia, a Prudential Financial Co January 1999 - January 2004
American Skandia, a Prudential Financial Co. January 1999 - January 2004
American Skandia a Prudential Financial Company 1999 - 2004
American Skandia, Prudential Financial 1999 - 2004
MassMutual Life Insurance Company January 1998 - January 1999
Skills
Process Improvement, Vendor Management, Insurance, Program Management, Change Management, SDLC, Business Process..., Outsourcing, Operations Management, Business Process..., Governance, Management, Strategy, Business Strategy, Risk Management, Workflow Management, Six Sigma, Financial Services, Project Portfolio..., Training, Budgets, Business Analysis, Enterprise Software, IT Strategy, PMO, Business Process, Cross-functional Team..., Resource Management, PMP, Business Transformation, Operational Excellence, Executive Management, Requirements Gathering, Management Consulting, Business Process Design, Finance, Business Requirements, Leadership, CRM, Process Engineering, Business Architecture, Business Intelligence, Visio, Enterprise Architecture, Business Process Mapping, Consulting, Project Management, Project Delivery, Process Owner Model, Process Owner
Education
Rochester Institute of Technology 1989 — 1991
Bachelor's degree, Management
Rochester Institute of Technology
B.S
State University of New York, Canton College of Technology
A.A.S
National Life Group August 2014 - Present
Cigna September 2013 - July 2014
The Hartford January 2004 - March 2013
The Hartford January 2004 - August 2006
American Skandia, a Prudential Financial Co January 1999 - January 2004
American Skandia, a Prudential Financial Co. January 1999 - January 2004
American Skandia a Prudential Financial Company 1999 - 2004
American Skandia, Prudential Financial 1999 - 2004
MassMutual Life Insurance Company January 1998 - January 1999
Skills
Process Improvement, Vendor Management, Insurance, Program Management, Change Management, SDLC, Business Process..., Outsourcing, Operations Management, Business Process..., Governance, Management, Strategy, Business Strategy, Risk Management, Workflow Management, Six Sigma, Financial Services, Project Portfolio..., Training, Budgets, Business Analysis, Enterprise Software, IT Strategy, PMO, Business Process, Cross-functional Team..., Resource Management, PMP, Business Transformation, Operational Excellence, Executive Management, Requirements Gathering, Management Consulting, Business Process Design, Finance, Business Requirements, Leadership, CRM, Process Engineering, Business Architecture, Business Intelligence, Visio, Enterprise Architecture, Business Process Mapping, Consulting, Project Management, Project Delivery, Process Owner Model, Process Owner
Education
Rochester Institute of Technology 1989 — 1991
Bachelor's degree, Management
Rochester Institute of Technology
B.S
State University of New York, Canton College of Technology
A.A.S
Cinzia Coppola's National Life Group Experience January 2008 - May 2009
Job Client Administration Associate at BBR Partners
Industry Financial Services
Experience
BBR Partners March 2012 - Present
Rochdale Investment Management April 2011 - March 2012
International Fund Services (Ireland) Ltd, A State Street Company September 2009 - April 2011
National Life Group January 2008 - May 2009
Skills
Advent APX, Advent Axys, Microsoft Office, Pivot Tables, Equities, Axys
Education
Saint Michael's College 2005 — 2009
B.S, Business Administration; International Business, and Italian
Harwood Union High School 2001 — 2005
BBR Partners March 2012 - Present
Rochdale Investment Management April 2011 - March 2012
International Fund Services (Ireland) Ltd, A State Street Company September 2009 - April 2011
National Life Group January 2008 - May 2009
Skills
Advent APX, Advent Axys, Microsoft Office, Pivot Tables, Equities, Axys
Education
Saint Michael's College 2005 — 2009
B.S, Business Administration; International Business, and Italian
Harwood Union High School 2001 — 2005
Susan Burton's National Life Group Experience 1984 - 1988
Job People Data and Reporting Leader at EY
Industry Human Resources
Experience
EY July 2011 - Present
Ernst & Young May 1999 - July 2011
Sheridan College 1995 - 1999
Toronto Public Library 1989 - 1995
Personal Computers Ltd 1988 - 1989
National Life Group 1984 - 1988
Skills
PeopleSoft, Business Intelligence, Talent Management, Change Management, Performance Management, HRIS, Organizational Design, Employee Engagement, Strategy, Human Resources, Recruiting, HR Consulting, Employee Relations, Talent Acquisition, Management, Personnel Management, Leadership, Business Process, Business Process..., Succession Planning, Deferred Compensation, HR Policies, Shared Services, Strategic Planning, Onboarding, Start-ups, Employee Benefits, Business Analysis, Compensation, Information Technology
Education
Seneca College of Applied Arts and Technology 1982 — 1983
Human Resources
University of Guelph 1978 — 1982
Arts, Sociology
Glendale
EY July 2011 - Present
Ernst & Young May 1999 - July 2011
Sheridan College 1995 - 1999
Toronto Public Library 1989 - 1995
Personal Computers Ltd 1988 - 1989
National Life Group 1984 - 1988
Skills
PeopleSoft, Business Intelligence, Talent Management, Change Management, Performance Management, HRIS, Organizational Design, Employee Engagement, Strategy, Human Resources, Recruiting, HR Consulting, Employee Relations, Talent Acquisition, Management, Personnel Management, Leadership, Business Process, Business Process..., Succession Planning, Deferred Compensation, HR Policies, Shared Services, Strategic Planning, Onboarding, Start-ups, Employee Benefits, Business Analysis, Compensation, Information Technology
Education
Seneca College of Applied Arts and Technology 1982 — 1983
Human Resources
University of Guelph 1978 — 1982
Arts, Sociology
Glendale
Sean Henrie, LUTCF's National Life Group Experience May 2001 - October 2011
Job Partner at The Business Planning Group; Member Million Dollar Round Table, Top of the Table
Industry Financial Services
Experience
The Business Planning Group October 2011 - Present
National Life Group May 2001 - October 2011
Skills
Retirement Planning, Retirement, Estate Planning, Qualified Retirement..., Non-Qualified Deferred..., IRAs, Deferred Compensation, Compensation Strategies, Financial Planners, Non-Qualified Plans, Wealth, Investments, Insurance, Fixed Annuities, Financial Planning
Education
The American College 2001 — 2013
LUTCF
Dixie High School, Dixie College 1994 — 1997
The Business Planning Group October 2011 - Present
National Life Group May 2001 - October 2011
Skills
Retirement Planning, Retirement, Estate Planning, Qualified Retirement..., Non-Qualified Deferred..., IRAs, Deferred Compensation, Compensation Strategies, Financial Planners, Non-Qualified Plans, Wealth, Investments, Insurance, Fixed Annuities, Financial Planning
Education
The American College 2001 — 2013
LUTCF
Dixie High School, Dixie College 1994 — 1997
Eric Plasse's National Life Group Experience December 2013 - Present
Job Vice President Strategic Programs and Lean Six Sigma at National Life Group
Industry Insurance
Experience
National Life Group December 2013 - Present
MassMutual September 2007 - November 2013
CIGNA September 2006 - September 2007
The Yankee Candle Company April 2003 - August 2006
MITEM Corporation February 1999 - March 2003
Skills
Program Management, Project Server, Software Development, Oracle E-Business Suite, EAI, Business Analysis, SDLC, Process Improvement, Business Intelligence, Project Portfolio..., Project Management, Requirements Gathering, Disaster Recovery, Vendor Management, SharePoint, Integration, Cross-functional Team..., SQL, Software Project..., Agile Methodologies, IT Strategy, Team Building, Leadership, Management, Project Planning, Strategy
Education
Saint Michael's College 1990 — 1994
BA, Economics
National Life Group December 2013 - Present
MassMutual September 2007 - November 2013
CIGNA September 2006 - September 2007
The Yankee Candle Company April 2003 - August 2006
MITEM Corporation February 1999 - March 2003
Skills
Program Management, Project Server, Software Development, Oracle E-Business Suite, EAI, Business Analysis, SDLC, Process Improvement, Business Intelligence, Project Portfolio..., Project Management, Requirements Gathering, Disaster Recovery, Vendor Management, SharePoint, Integration, Cross-functional Team..., SQL, Software Project..., Agile Methodologies, IT Strategy, Team Building, Leadership, Management, Project Planning, Strategy
Education
Saint Michael's College 1990 — 1994
BA, Economics
Bryan Blake's National Life Group Experience October 2014 - Present
Job Key Account Associate at National Life Group
Industry Financial Services
Experience
National Life Group October 2014 - Present
National Life Group January 2013 - October 2014
The Clay Paul Group December 2011 - January 2013
Saybrus Partners September 2010 - 2011
Zurich Insurance January 2009 - September 2010
Texas Financial Group - Dallas June 2007 - January 2009
Texas A&M University Sports Information August 2002 - May 2007
Skills
Insurance, Strategic Financial..., Finance, Financial Analysis, Life Insurance, Retirement, Retirement Planning, Investments, Risk Management, Sales, Underwriting
Education
Texas A&M University 2002 — 2007
National Life Group October 2014 - Present
National Life Group January 2013 - October 2014
The Clay Paul Group December 2011 - January 2013
Saybrus Partners September 2010 - 2011
Zurich Insurance January 2009 - September 2010
Texas Financial Group - Dallas June 2007 - January 2009
Texas A&M University Sports Information August 2002 - May 2007
Skills
Insurance, Strategic Financial..., Finance, Financial Analysis, Life Insurance, Retirement, Retirement Planning, Investments, Risk Management, Sales, Underwriting
Education
Texas A&M University 2002 — 2007
Elena Nechtcheret's National Life Group Experience 2006 - 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
National Life Group 2006 - 2008
Education
Stony Brook University
National Life Group 2006 - 2008
Education
Stony Brook University
Jennifer McCall Wright's National Life Group Experience 2007 - 2010
Job Interior Designer at KNA Interior Design
Industry Design
Experience
KNA Interior Design September 2011 - Present
KNA Interior Design January 2011 - August 2011
KNA Interior Design September 2010 - December 2010
National Life Group 2007 - 2010
Fresh Interiors of Chester County LLC 2005 - 2007
Key Advisors Group 2003 - 2005
Creative Financial Group 2000 - 2003
Downingtown Senior High School 1999 - 2000
The Chester County Hospital 1996 - 2000
Skills
Interior Design, Photoshop, AutoCAD, PowerPoint, SketchUp, Concept Design, Marketing Communications, Presentation Development, Event Planning, Event Management, Space-planning, Design Research, FF&E, Purchasing, Textiles, Furniture, Spexx Design..., Exxpedite Design..., Space Planning, Construction Documents, Client Communication, Design Development, Client Relationship..., Word, Excel, Sales Presentations, Training & Development, Illustrator, Submittals, Employee Training, Microsoft Word, CRM, Microsoft Excel, Furnishings, Space planning, Illustration, Sketching, Retail Design, Floor Plans
Education
Santa Monica College 2009 — 2010
A.A., Interior Architectural Design II
West Chester University of Pennsylvania 1994 — 1998
B.A., Communication Studies with minor in Creative Writing
KNA Interior Design September 2011 - Present
KNA Interior Design January 2011 - August 2011
KNA Interior Design September 2010 - December 2010
National Life Group 2007 - 2010
Fresh Interiors of Chester County LLC 2005 - 2007
Key Advisors Group 2003 - 2005
Creative Financial Group 2000 - 2003
Downingtown Senior High School 1999 - 2000
The Chester County Hospital 1996 - 2000
Skills
Interior Design, Photoshop, AutoCAD, PowerPoint, SketchUp, Concept Design, Marketing Communications, Presentation Development, Event Planning, Event Management, Space-planning, Design Research, FF&E, Purchasing, Textiles, Furniture, Spexx Design..., Exxpedite Design..., Space Planning, Construction Documents, Client Communication, Design Development, Client Relationship..., Word, Excel, Sales Presentations, Training & Development, Illustrator, Submittals, Employee Training, Microsoft Word, CRM, Microsoft Excel, Furnishings, Space planning, Illustration, Sketching, Retail Design, Floor Plans
Education
Santa Monica College 2009 — 2010
A.A., Interior Architectural Design II
West Chester University of Pennsylvania 1994 — 1998
B.A., Communication Studies with minor in Creative Writing
Terri Boatman's National Life Group Experience May 1989 - July 1993
Job Negotiation Services Support Manager
Industry Insurance
Experience
MultiPlan August 2014 - Present
HealthMarkets September 1995 - August 2014
Blue Cross Blue Shield of Texas July 1993 - September 1995
National Life Group May 1989 - July 1993
Skills
Claim, Process Improvement, Life Insurance, Employee Benefits, Team Building, Medicare, Claims Management, Managed Care, HIPAA, Risk Management, Call Centers, Health Insurance
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Marketing/Management
MultiPlan August 2014 - Present
HealthMarkets September 1995 - August 2014
Blue Cross Blue Shield of Texas July 1993 - September 1995
National Life Group May 1989 - July 1993
Skills
Claim, Process Improvement, Life Insurance, Employee Benefits, Team Building, Medicare, Claims Management, Managed Care, HIPAA, Risk Management, Call Centers, Health Insurance
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Marketing/Management
Frank Shanahan, CLU®, ChFC®, CLTC's National Life Group Experience 2000 - 2001
Job Product Representative Retirement Plans Unit at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow June 2015 - Present
Genworth Financial June 2013 - June 2015
Genworth Financial July 2010 - June 2013
Bank of America March 2009 - June 2010
Genworth Financial 2005 - 2009
The Hartford 2001 - 2005
National Life Group 2000 - 2001
MetLife 1996 - 2000
Skills
Fixed Annuities, Life Insurance, Estate Planning, Universal Life, Long-term Care, Term Life Insurance, Retirement, Financial Services, Indexed Annuities, Indexed Universal Life..., Single Premium..., Linked Benefits, Sales, Insurance, Retirement Planning
Education
Texas Christian University
MS, Industrial Organizational Psychology
University of Richmond
BA, Psychology
BB&T Scott & Stringfellow June 2015 - Present
Genworth Financial June 2013 - June 2015
Genworth Financial July 2010 - June 2013
Bank of America March 2009 - June 2010
Genworth Financial 2005 - 2009
The Hartford 2001 - 2005
National Life Group 2000 - 2001
MetLife 1996 - 2000
Skills
Fixed Annuities, Life Insurance, Estate Planning, Universal Life, Long-term Care, Term Life Insurance, Retirement, Financial Services, Indexed Annuities, Indexed Universal Life..., Single Premium..., Linked Benefits, Sales, Insurance, Retirement Planning
Education
Texas Christian University
MS, Industrial Organizational Psychology
University of Richmond
BA, Psychology
Al Foice's National Life Group Experience February 2000 - Present
Job Vice President Chief Auditor Audit & Enterprise Services National Life Group
Industry Insurance
Experience
National Life Group February 2000 - Present
Skills
Risk Management, Enterprise Risk..., Internal Audit, Operational Risk..., Financial Risk, Management, Internal Controls, Process Improvement, Auditing, Financial Services, Finance, Insurance, Business Process..., Financial Analysis, Due Diligence, Analysis, Banking, Sarbanes-Oxley Act, Risk Assessment, Business Continuity..., Fraud
Education
Siena College 1979 — 1983
LaSalle Institute
National Life Group February 2000 - Present
Skills
Risk Management, Enterprise Risk..., Internal Audit, Operational Risk..., Financial Risk, Management, Internal Controls, Process Improvement, Auditing, Financial Services, Finance, Insurance, Business Process..., Financial Analysis, Due Diligence, Analysis, Banking, Sarbanes-Oxley Act, Risk Assessment, Business Continuity..., Fraud
Education
Siena College 1979 — 1983
LaSalle Institute
Lindsay Staples's National Life Group Experience August 2010 - Present
Job Senior Securities Paralegal at National Life Group
Industry Financial Services
Experience
National Life Group August 2010 - Present
National Life Group June 2009 - August 2010
National Life Group March 2006 - June 2009
WilmerHale 2004 - 2006
Skills
Corporate Governance, SEC reporting, Securities, Compliance, Mergers, Mutual Funds, Mergers & Acquisitions, Corporate Law, SEC filings, Due Diligence, Financial Services, FINRA, Insurance, Risk Management, Corporate Finance, Finance, Estate Planning, Investments, Asset Management
Education
Saint Michael's College 2000 — 2004
BA, Psychology and Political Science
National Life Group August 2010 - Present
National Life Group June 2009 - August 2010
National Life Group March 2006 - June 2009
WilmerHale 2004 - 2006
Skills
Corporate Governance, SEC reporting, Securities, Compliance, Mergers, Mutual Funds, Mergers & Acquisitions, Corporate Law, SEC filings, Due Diligence, Financial Services, FINRA, Insurance, Risk Management, Corporate Finance, Finance, Estate Planning, Investments, Asset Management
Education
Saint Michael's College 2000 — 2004
BA, Psychology and Political Science
Bill Montross's National Life Group Experience March 2009 - November 2009
Job at Albany Medical Center
Industry Hospital & Health Care
Experience
Berkshire Bank February 2014 - January 2015
New York State Higher Education Services Corporation February 2013 - July 2013
Capital District Physician Health Plan December 2010 - May 2011
National Life Group March 2009 - November 2009
Mashantucket Pequot Tribal Nation August 2008 - January 2009
XL Global Services July 2005 - August 2008
Yale New Haven Hospital August 1989 - June 2005
Skills
Information Security, Information Technology, Risk Assessment, Auditing, Disaster Recovery, SDLC, CISSP, HIPAA, Computer Security
Education
Yale University 2003 — 2004
Southern Connecticut State University 2001 — 2002
University of Bridgeport 1980 — 1981
Master
Siena College 1975 — 1979
B. B. A.
Berkshire Bank February 2014 - January 2015
New York State Higher Education Services Corporation February 2013 - July 2013
Capital District Physician Health Plan December 2010 - May 2011
National Life Group March 2009 - November 2009
Mashantucket Pequot Tribal Nation August 2008 - January 2009
XL Global Services July 2005 - August 2008
Yale New Haven Hospital August 1989 - June 2005
Skills
Information Security, Information Technology, Risk Assessment, Auditing, Disaster Recovery, SDLC, CISSP, HIPAA, Computer Security
Education
Yale University 2003 — 2004
Southern Connecticut State University 2001 — 2002
University of Bridgeport 1980 — 1981
Master
Siena College 1975 — 1979
B. B. A.
José M. Nieves's National Life Group Experience February 2009 - June 2010
Job
Industry Computer Games
Experience
Red Fly Studio November 2014 - December 2014
Part Time Evil, LLC February 2014 - November 2014
Redbird Flight Simulations, Inc September 2013 - April 2014
Brinker International November 2012 - August 2013
DogBot Studios (Former Annosoft Entertainment) January 2012 - November 2012
National Life Group February 2009 - June 2010
Texas Instruments August 2008 - November 2008
El Día Directo February 2007 - June 2008
Puerto Rico Hospital Supply January 2005 - February 2007
Coneco de Puerto Rico May 2002 - January 2005
Skills
Unity, UDK (Unreal Engine 3), UnrealScript, C#, Visual Studio, MonoDevelop, Photoshop, 3D Studio Max, Agile, Scrum, Agile Methodologies, Unreal Engine 3, Unity3D, Lua, Game Design, Singing, Game Development, ASP.NET, Android, Video Games, .NET, Programming, Microsoft SQL Server, 3D, Texturing, Databases, SharePoint, Scripting, Visual Basic, VB.NET, DirectX, C++, Web Development, XML, Gameplay, Web Applications, User Interface
Education
Southern Methodist University 2010 — 2012
Masters of Interactive Technology, Digital Game Development - Level Design, Masters Certificate of Interactive Technology
Interamerican University of Puerto Rico 2004 — 2008
MS: Open Computer Information Systems, Computer Science
Universidad de Puerto Rico 1995 — 2002
Bachelor of Science, Computer Science
Red Fly Studio November 2014 - December 2014
Part Time Evil, LLC February 2014 - November 2014
Redbird Flight Simulations, Inc September 2013 - April 2014
Brinker International November 2012 - August 2013
DogBot Studios (Former Annosoft Entertainment) January 2012 - November 2012
National Life Group February 2009 - June 2010
Texas Instruments August 2008 - November 2008
El Día Directo February 2007 - June 2008
Puerto Rico Hospital Supply January 2005 - February 2007
Coneco de Puerto Rico May 2002 - January 2005
Skills
Unity, UDK (Unreal Engine 3), UnrealScript, C#, Visual Studio, MonoDevelop, Photoshop, 3D Studio Max, Agile, Scrum, Agile Methodologies, Unreal Engine 3, Unity3D, Lua, Game Design, Singing, Game Development, ASP.NET, Android, Video Games, .NET, Programming, Microsoft SQL Server, 3D, Texturing, Databases, SharePoint, Scripting, Visual Basic, VB.NET, DirectX, C++, Web Development, XML, Gameplay, Web Applications, User Interface
Education
Southern Methodist University 2010 — 2012
Masters of Interactive Technology, Digital Game Development - Level Design, Masters Certificate of Interactive Technology
Interamerican University of Puerto Rico 2004 — 2008
MS: Open Computer Information Systems, Computer Science
Universidad de Puerto Rico 1995 — 2002
Bachelor of Science, Computer Science
Leonid Lyublinski's National Life Group Experience 2012 - 2012
Job at Stoic Tech
Industry Information Technology and Services
Experience
NTT DATA Corporation 2011 - Present
Stoic Tech February 2011 - Present
General Atomics Aeronautical Systems June 2014 - October 2014
Toyota May 2014 - September 2014
National Life Group 2012 - 2012
Microsoft 2005 - February 2011
Progressive Insurance 2010 - 2010
Accenture 2009 - 2010
CH2M HILL 2009 - 2009
Citi 2009 - 2009
Skills
SharePoint, Microsoft Office..., Enterprise Search, Enterprise Content..., Enterprise Architecture, Solution Architecture, Information Architecture, Information Security, Project Management, Strategic Leadership, Microsoft SQL Server, SDLC, Microsoft Technologies, Software Development, Architecture, Agile Methodologies, .NET
Education
Saint Petersburg State University 1982 — 1988
MS, Physics
NTT DATA Corporation 2011 - Present
Stoic Tech February 2011 - Present
General Atomics Aeronautical Systems June 2014 - October 2014
Toyota May 2014 - September 2014
National Life Group 2012 - 2012
Microsoft 2005 - February 2011
Progressive Insurance 2010 - 2010
Accenture 2009 - 2010
CH2M HILL 2009 - 2009
Citi 2009 - 2009
Skills
SharePoint, Microsoft Office..., Enterprise Search, Enterprise Content..., Enterprise Architecture, Solution Architecture, Information Architecture, Information Security, Project Management, Strategic Leadership, Microsoft SQL Server, SDLC, Microsoft Technologies, Software Development, Architecture, Agile Methodologies, .NET
Education
Saint Petersburg State University 1982 — 1988
MS, Physics
Greg Spaeth's National Life Group Experience January 2012 - December 2012
Job President at INFORCE Solutions, LLC
Industry Insurance
Experience
INFORCE Solutions, LLC November 2013 - Present
GamePlan Financial Marketing, LLC. March 2006 - October 2013
National Life Group January 2012 - December 2012
Allianz Life April 2005 - February 2006
asset marketing 1999 - 2001
Skills
Fixed Annuities, Life Insurance, Long Term Care Insurance, Retirement Planning, Business Strategy, Sales Presentations, New Business Development, Sales Management, Training, Investments, Long-term Care, Term Life Insurance, Sales, Product Development, Retirement
Education
The University of North Dakota
INFORCE Solutions, LLC November 2013 - Present
GamePlan Financial Marketing, LLC. March 2006 - October 2013
National Life Group January 2012 - December 2012
Allianz Life April 2005 - February 2006
asset marketing 1999 - 2001
Skills
Fixed Annuities, Life Insurance, Long Term Care Insurance, Retirement Planning, Business Strategy, Sales Presentations, New Business Development, Sales Management, Training, Investments, Long-term Care, Term Life Insurance, Sales, Product Development, Retirement
Education
The University of North Dakota
Jeffrey Schulz's National Life Group Experience April 2007 - April 2008
Job Global Advanced Product Marketing Analsyt at Ford Motor Company
Industry Management Consulting
Experience
Ford Motor Company August 2015 - Present
Ford Motor Company March 2014 - July 2015
Ford Credit January 2011 - February 2014
Roland Berger Strategy Consultants May 2008 - January 2011
National Life Group April 2007 - April 2008
The Investment Consulting Group 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Management Consulting, Due Diligence, Business Strategy, Investments, Strategy, Portfolio Management, Mergers, Business Planning, Insurance, Strategic Financial..., Banking, Strategic Planning, Private Equity, Risk Management, Benchmarking, Finance, Corporate Finance, Analysis, Management, Mergers & Acquisitions, Analytics, New Business Development, Budgets
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Master of Business Administration (MBA), Marketing
Saginaw Valley State University - College of Business and Management 2003 — 2007
BBA, Finance, Economics
Detroit Catholic Central 1999 — 2002
Ford Motor Company August 2015 - Present
Ford Motor Company March 2014 - July 2015
Ford Credit January 2011 - February 2014
Roland Berger Strategy Consultants May 2008 - January 2011
National Life Group April 2007 - April 2008
The Investment Consulting Group 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Management Consulting, Due Diligence, Business Strategy, Investments, Strategy, Portfolio Management, Mergers, Business Planning, Insurance, Strategic Financial..., Banking, Strategic Planning, Private Equity, Risk Management, Benchmarking, Finance, Corporate Finance, Analysis, Management, Mergers & Acquisitions, Analytics, New Business Development, Budgets
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Master of Business Administration (MBA), Marketing
Saginaw Valley State University - College of Business and Management 2003 — 2007
BBA, Finance, Economics
Detroit Catholic Central 1999 — 2002
Darlene Flagg's National Life Group Experience July 2015 - Present
Job AVP, Retirement Services Marketing & Distributon at National Life Group
Industry Financial Services
Experience
National Life Group July 2015 - Present
VALIC July 2014 - Present
University of Phoenix November 2010 - Present
VALIC April 2006 - July 2014
AIG Retirement Services May 2003 - April 2006
Prudential Financial 2001 - 2003
Skills
Budgets, CRM, Coaching, Editing, Employee Training, IT Strategy, Integration, Investments, Management, Marketing, Marketing Communications, Mergers & Acquisitions, Mutual Funds, Process Improvement, Project Planning, Proposal Writing, Public Relations, Retirement Planning, Series 63, Series 7, Strategic Planning, Strategy, Team Building, Financial Services, Business Development, Marketing Strategy, Defined Contribution, Internal Communications
Education
Seton Hall University 1986 — 1990
BA & MA, Communications
National Life Group July 2015 - Present
VALIC July 2014 - Present
University of Phoenix November 2010 - Present
VALIC April 2006 - July 2014
AIG Retirement Services May 2003 - April 2006
Prudential Financial 2001 - 2003
Skills
Budgets, CRM, Coaching, Editing, Employee Training, IT Strategy, Integration, Investments, Management, Marketing, Marketing Communications, Mergers & Acquisitions, Mutual Funds, Process Improvement, Project Planning, Proposal Writing, Public Relations, Retirement Planning, Series 63, Series 7, Strategic Planning, Strategy, Team Building, Financial Services, Business Development, Marketing Strategy, Defined Contribution, Internal Communications
Education
Seton Hall University 1986 — 1990
BA & MA, Communications
Orlando Lowry's National Life Group Experience 2009 - Present
Job Sales
Industry Financial Services
Experience
National Life Group 2009 - Present
Skills
Series 63, Fixed Annuities, Uniform Combined State..., FINRA, Series 6, Retirement Planning, Retirement, Mutual Funds, Life Insurance, Securities
Education
Shaker Heights High School
The Ohio State University
National Life Group 2009 - Present
Skills
Series 63, Fixed Annuities, Uniform Combined State..., FINRA, Series 6, Retirement Planning, Retirement, Mutual Funds, Life Insurance, Securities
Education
Shaker Heights High School
The Ohio State University
Stephen C. Peterson's National Life Group Experience 1998 - March 2004
Job Database Administrator II at State of Vermont
Industry Computer Software
Experience
State of Vermont May 2014 - Present
State of Vermont March 2004 - May 2014
National Life Group 1998 - March 2004
Skills
PowerBuilder, SQL, PL/SQL, Oracle, Advantage Revenue, Oracle ETM/ETPM, CACSG, Systems Intergration, production support, Databases, Software Development, Systems Analysis, Production Support, Linux, Integration
Education
Syracuse University 1981 — 1985
B.S., Psychology
Computer Learning Center 1993 — 1994
Graduated with Honors, Computer Programming
State of Vermont May 2014 - Present
State of Vermont March 2004 - May 2014
National Life Group 1998 - March 2004
Skills
PowerBuilder, SQL, PL/SQL, Oracle, Advantage Revenue, Oracle ETM/ETPM, CACSG, Systems Intergration, production support, Databases, Software Development, Systems Analysis, Production Support, Linux, Integration
Education
Syracuse University 1981 — 1985
B.S., Psychology
Computer Learning Center 1993 — 1994
Graduated with Honors, Computer Programming
Debra Grommons's National Life Group Experience 1994 - 1999
Job Chief of Staff
Industry Financial Services
Experience
GAMA International June 2014 - Present
GAMA International February 2006 - June 2014
TecSec 2001 - 2006
VT Technical College 1999 - 2001
National Life Group 1994 - 1999
Blue Cross Blue Shield of Vermont 1991 - 1994
National Life Group 1985 - 1990
Skills
Leadership Development, Needs Analysis, Strategic Planning, Writing, Editing, Budget Management, Policy, Staff Development, Instructional Design, Performance Management, Talent Management, Project Management, Program Management, Strategy, Coaching, Recruiting, Leadership, Budgets, Insurance, Team Building
Education
Saint Michael's College 1993 — 1995
MSA, Organizational Behavior
Trinity College
BS, Human Resource Development
GAMA International June 2014 - Present
GAMA International February 2006 - June 2014
TecSec 2001 - 2006
VT Technical College 1999 - 2001
National Life Group 1994 - 1999
Blue Cross Blue Shield of Vermont 1991 - 1994
National Life Group 1985 - 1990
Skills
Leadership Development, Needs Analysis, Strategic Planning, Writing, Editing, Budget Management, Policy, Staff Development, Instructional Design, Performance Management, Talent Management, Project Management, Program Management, Strategy, Coaching, Recruiting, Leadership, Budgets, Insurance, Team Building
Education
Saint Michael's College 1993 — 1995
MSA, Organizational Behavior
Trinity College
BS, Human Resource Development
Christopher Castellano's National Life Group Experience 2013 - Present
Job Office Manager/Meteorologist National Weather Station & Financial Services Professional National Life Group
Industry Financial Services
Experience
National Weather Station, LLC January 2009 - Present
National Life Group 2013 - Present
Bergen Community College July 2010 - October 2013
Iberdrola June 2008 - December 2008
Rutgers University January 2008 - May 2008
PSEG December 2006 - May 2008
Skills
Analysis, Wind, Meteorology, Energy, Weather Forecasting, Data Analysis, Weather, Forecasting, Climate Change, Environmental Awareness, Microsoft Excel, Sustainability, GIS, Renewable Energy, Solar Energy, Research
Education
Rutgers University-New Brunswick 2004 — 2008
B.S., Meteorology
National Weather Station, LLC January 2009 - Present
National Life Group 2013 - Present
Bergen Community College July 2010 - October 2013
Iberdrola June 2008 - December 2008
Rutgers University January 2008 - May 2008
PSEG December 2006 - May 2008
Skills
Analysis, Wind, Meteorology, Energy, Weather Forecasting, Data Analysis, Weather, Forecasting, Climate Change, Environmental Awareness, Microsoft Excel, Sustainability, GIS, Renewable Energy, Solar Energy, Research
Education
Rutgers University-New Brunswick 2004 — 2008
B.S., Meteorology
Ellie Peev's National Life Group Experience April 2014 - Present
Job Business Analyst at National Life Group
Industry Financial Services
Experience
National Life Group April 2014 - Present
Bank of America October 2013 - April 2014
Hallmark Insurance Company August 2012 - April 2014
Gramercy Insurance Company November 2011 - June 2012
Gainsco September 2008 - October 2009
Gainsco December 2005 - August 2008
Delta Mechanical December 2003 - December 2005
CDI Credit, Inc. June 2002 - July 2003
Bridgeway Consulting, LTD March 2000 - June 2001
Skills
Property & Casualty..., Casualty, Microsoft Excel, Insurance, General Insurance, Microsoft Office, Visio, Access, IBM AS/400, SAS, Corel Draw, ImageRight, Wings, Addaptive Planning, Navision, Statistical Reporting, Analysis, Underwriting, Business Analysis
Education
University of National and World Economy 1992 — 1996
MBA, International Business
Technical University Sofia 1989 — 1995
Master's, Computer Science and Electronic Engineeriong
High school of Mathematics
National Life Group April 2014 - Present
Bank of America October 2013 - April 2014
Hallmark Insurance Company August 2012 - April 2014
Gramercy Insurance Company November 2011 - June 2012
Gainsco September 2008 - October 2009
Gainsco December 2005 - August 2008
Delta Mechanical December 2003 - December 2005
CDI Credit, Inc. June 2002 - July 2003
Bridgeway Consulting, LTD March 2000 - June 2001
Skills
Property & Casualty..., Casualty, Microsoft Excel, Insurance, General Insurance, Microsoft Office, Visio, Access, IBM AS/400, SAS, Corel Draw, ImageRight, Wings, Addaptive Planning, Navision, Statistical Reporting, Analysis, Underwriting, Business Analysis
Education
University of National and World Economy 1992 — 1996
MBA, International Business
Technical University Sofia 1989 — 1995
Master's, Computer Science and Electronic Engineeriong
High school of Mathematics
Vince Ban's National Life Group Experience June 2013 - January 2014
Job Insurance Broker at Royal Insurance Agency
Industry Insurance
Experience
Royal Insurance Agency September 2012 - Present
National Life Group June 2013 - January 2014
Doyjo Custom Apparel July 2011 - 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Public Relations, Sales, Microsoft Excel, Social Media
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
Royal Insurance Agency September 2012 - Present
National Life Group June 2013 - January 2014
Doyjo Custom Apparel July 2011 - 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Public Relations, Sales, Microsoft Excel, Social Media
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
Rhonda Cook's National Life Group Experience 1991 - 1993
Job HR Generalist/Client Liaison at CD2 Learning
Industry Human Resources
Experience
CD2 Learning April 2013 - Present
HR Generalist and Consultant October 2011 - April 2013
Ascend Learning 2003 - November 2011
Assessment Technologies Institute 2003 - 2009
MassMutual Financial Group November 1993 - November 2003
National Life Group 1991 - 1993
New England Financial 1989 - 1991
Skills
Employee Relations, Employee Benefits, Customer Service, Recruiting, Human Resources, Management, Payroll, Budgets, Benefits Administration, Event Planning, Healthcare, Mergers & Acquisitions, Performance Management, Leadership Development, Interviews, Training
Education
The University of Kansas
BGS, HDFL
CD2 Learning April 2013 - Present
HR Generalist and Consultant October 2011 - April 2013
Ascend Learning 2003 - November 2011
Assessment Technologies Institute 2003 - 2009
MassMutual Financial Group November 1993 - November 2003
National Life Group 1991 - 1993
New England Financial 1989 - 1991
Skills
Employee Relations, Employee Benefits, Customer Service, Recruiting, Human Resources, Management, Payroll, Budgets, Benefits Administration, Event Planning, Healthcare, Mergers & Acquisitions, Performance Management, Leadership Development, Interviews, Training
Education
The University of Kansas
BGS, HDFL
Richard Borda's National Life Group Experience 1985 - 1990
Job Independent Banking Professional
Industry Banking
Experience
National Life Group 1985 - 1990
Wells Fargo Bank 1957 - 1985
Department of Defence October 1970 - June 1973
Education
Stanford University Graduate School of Business 1955 — 1957
MBA, Finance
Stanford University 1949 — 1953
AB, Economics
National Life Group 1985 - 1990
Wells Fargo Bank 1957 - 1985
Department of Defence October 1970 - June 1973
Education
Stanford University Graduate School of Business 1955 — 1957
MBA, Finance
Stanford University 1949 — 1953
AB, Economics
Simon Rudin's National Life Group Experience December 2011 - February 2013
Job Senior Analyst at Mathtech
Industry Financial Services
Experience
Mathtech March 2013 - Present
National Life Group December 2011 - February 2013
Hudson Health Plan March 2011 - September 2011
UBS Financial Services June 2007 - November 2009
Skills
Program Management, Business Analysis, Customer Service, Enterprise Software, Management, PMO, Networking, Process Improvement, Procurement, Project Management, Risk Management, SDLC, Sales, Security, Software Documentation, Testing, Training, Vendor Management, Visio
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Master of Business Administration (MBA), Finance, General, 3.7
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor of Science (BS), Computer Engineering, 3.7
Mathtech March 2013 - Present
National Life Group December 2011 - February 2013
Hudson Health Plan March 2011 - September 2011
UBS Financial Services June 2007 - November 2009
Skills
Program Management, Business Analysis, Customer Service, Enterprise Software, Management, PMO, Networking, Process Improvement, Procurement, Project Management, Risk Management, SDLC, Sales, Security, Software Documentation, Testing, Training, Vendor Management, Visio
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Master of Business Administration (MBA), Finance, General, 3.7
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor of Science (BS), Computer Engineering, 3.7
Kevin L. Corkery's National Life Group Experience October 2000 - October 2006
Job Financial Advisor
Industry Financial Services
Experience
JW Cole Financial, Inc. December 2009 - Present
Kevin L. Corkery Financial October 2006 - Present
MassMutual Financial Group October 2006 - November 2009
National Life Group October 2000 - October 2006
Prudential Financial May 1997 - October 2000
Skills
Series 63, Series 7, Fixed Annuities, Retirement, Securities, Strategic Financial..., Investments, Insurance, Retirement Planning, Equities, IRAs, Mutual Funds, Risk Management, Wealth Management, 401k, Uniform Combined State..., Investment Advisory, Wealth Accumulation
Education
The American College 2012 — 2014
CFP© Curriculum Certification, Financial Planning
State University of New York College at Potsdam 1991 — 1996
JW Cole Financial, Inc. December 2009 - Present
Kevin L. Corkery Financial October 2006 - Present
MassMutual Financial Group October 2006 - November 2009
National Life Group October 2000 - October 2006
Prudential Financial May 1997 - October 2000
Skills
Series 63, Series 7, Fixed Annuities, Retirement, Securities, Strategic Financial..., Investments, Insurance, Retirement Planning, Equities, IRAs, Mutual Funds, Risk Management, Wealth Management, 401k, Uniform Combined State..., Investment Advisory, Wealth Accumulation
Education
The American College 2012 — 2014
CFP© Curriculum Certification, Financial Planning
State University of New York College at Potsdam 1991 — 1996
Duane Gajewski's National Life Group Experience August 1995 - January 2001
Job Actuarial Consultant
Industry Insurance
Experience
Duane Gajewski, Consultant March 2015 - Present
Allianz Life Insurance Company of North America June 2008 - March 2015
Ameriprise Financial Services, Inc. January 2004 - June 2008
Ameriprise Financial Services, Inc. September 2001 - January 2004
Ameriprise Financial Services, Inc. January 1998 - September 2001
National Life Group August 1995 - January 2001
University of Wisconsin - Superior September 1994 - May 1995
University of Minnesota Duluth September 1992 - May 1994
Skills
Actuary: Associate of..., ALM, Risk Management, Financial Risk, Financial Modeling, Insurance, Actuarial Science, Investments, Analysis, Portfolio Management, Valuation, Fixed Income, Economic Capital, Asset Allocation, Financial Services, VBA, Fixed Annuities, Quantitative Finance, Derivatives, Life Insurance, Reinsurance, Actuaries, Solvency II
Education
University of Minnesota Duluth 1992 — 1995
Master's degree, Applied and Computational Mathematics
The College of St. Scholastica 1982 — 1987
Bachelor of Arts (B.A.), Majors: Mathematics & Communication
Duane Gajewski, Consultant March 2015 - Present
Allianz Life Insurance Company of North America June 2008 - March 2015
Ameriprise Financial Services, Inc. January 2004 - June 2008
Ameriprise Financial Services, Inc. September 2001 - January 2004
Ameriprise Financial Services, Inc. January 1998 - September 2001
National Life Group August 1995 - January 2001
University of Wisconsin - Superior September 1994 - May 1995
University of Minnesota Duluth September 1992 - May 1994
Skills
Actuary: Associate of..., ALM, Risk Management, Financial Risk, Financial Modeling, Insurance, Actuarial Science, Investments, Analysis, Portfolio Management, Valuation, Fixed Income, Economic Capital, Asset Allocation, Financial Services, VBA, Fixed Annuities, Quantitative Finance, Derivatives, Life Insurance, Reinsurance, Actuaries, Solvency II
Education
University of Minnesota Duluth 1992 — 1995
Master's degree, Applied and Computational Mathematics
The College of St. Scholastica 1982 — 1987
Bachelor of Arts (B.A.), Majors: Mathematics & Communication
Angela McCraw's National Life Group Experience April 2000 - Present
Job VP, Annuity Operations
Industry Financial Services
Experience
National Life Group April 2000 - Present
National Life Group April 2000 - August 2011
Skills
Insurance, Fixed Annuities, Financial Services, Investments, Risk Management, Securities, Retirement Planning, Portfolio Management, Equities, Financial Planning
Education
University of Toledo 1995 — 1998
MBA, Business Administration
The University of Texas at Arlington - College of Business Administration 1987 — 1993
BBA, Management
National Life Group April 2000 - Present
National Life Group April 2000 - August 2011
Skills
Insurance, Fixed Annuities, Financial Services, Investments, Risk Management, Securities, Retirement Planning, Portfolio Management, Equities, Financial Planning
Education
University of Toledo 1995 — 1998
MBA, Business Administration
The University of Texas at Arlington - College of Business Administration 1987 — 1993
BBA, Management
Ed Bonach's National Life Group Experience 2002 - 2007
Job CEO at CNO Financial Group
Industry Insurance
Experience
CNO Financial Group October 2011 - Present
CNO Financial Group April 2007 - October 2011
National Life Group 2002 - 2007
Education
St. John's University 1972 — 1976
B.A., Mathematics and Business Administration
CNO Financial Group October 2011 - Present
CNO Financial Group April 2007 - October 2011
National Life Group 2002 - 2007
Education
St. John's University 1972 — 1976
B.A., Mathematics and Business Administration
Christopher M. Bryan's National Life Group Experience December 2001 - February 2004
Job CEO, Managing Partner
Industry Investment Management
Experience
Union Benefits Group June 2008 - Present
Principal Financial Group March 2004 - May 2005
National Life Group December 2001 - February 2004
Skills
Retirement Income..., Great People Skills, Seeing The Big Picture, Comprehensive Wealth..., Macroeconomics, Presenter, Group Presentations, Board Presentations, Presentation Development, ETFs, Income Generation, Financial Modeling, Alternative Investments, Investment Advisory, Contract Negotiation, Business Planning, Employee Benefits, Group Benefits, Retirement Planning, Management
Education
The American College 2011 — 2013
CFP, Institutional Investment Management, estate tax laws and more...
Rutgers University 1997 — 2001
Bachelor of Arts, Economics and Labor Relations
Ridley High School 1993 — 1997
Union Benefits Group June 2008 - Present
Principal Financial Group March 2004 - May 2005
National Life Group December 2001 - February 2004
Skills
Retirement Income..., Great People Skills, Seeing The Big Picture, Comprehensive Wealth..., Macroeconomics, Presenter, Group Presentations, Board Presentations, Presentation Development, ETFs, Income Generation, Financial Modeling, Alternative Investments, Investment Advisory, Contract Negotiation, Business Planning, Employee Benefits, Group Benefits, Retirement Planning, Management
Education
The American College 2011 — 2013
CFP, Institutional Investment Management, estate tax laws and more...
Rutgers University 1997 — 2001
Bachelor of Arts, Economics and Labor Relations
Ridley High School 1993 — 1997
Joe P. Moore Jr.'s National Life Group Experience July 2005 - June 2009
Job Founder and President at Strategic Alliance Financial Advisors Inc. & Financial Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2015 - Present
Strategic Alliance, Inc. July 2009 - Present
National Life Group July 2005 - June 2009
The MONY Group 1998 - 2005
Skills
Wealth Management, Retirement, Retirement Planning, Financial Services, Series 7, Investment Strategies, IRAs, Insurance, 401k, Strategic Financial..., Long-term Care, Estate Planning, Wealth, Series 63, Financial Advisory, 401k Rollovers, Public Speaking, Life Insurance, Fixed Annuities, Wealth Accumulation, Investments, Disability Insurance, Mutual Funds, Term Life Insurance, Marketing, Pensions, Investment Advisory, Employee Benefits, Securities, Personal Financial..., Alternative Investments, Small Business, Estate Tax Planning, Whole Life, Variable Annuities, Asset Allocation, FINRA, Underwriting, Financial Planners, Financial Analysis, Permanent Life Insurance, Asset Management, Retirement Plan..., Portfolio Management, Bonds, Roth IRA, Long Term Care Insurance, Asset Protection, Health Insurance, Mortgage Lending
Education
The American College 1983 — 1986
Chartered Life Underwriter/Chartered Financial Consultant, Finance, Insurance, Investments, Income Tax Planning, Estate Planning
Whittier College 1969 — 1973
Bachelor of Arts (B.A.), Psychology, Music, Business
Mayfair High School
Registry of Financial Planning
Registered Financial Consultant, Advanced Financial Planning
Cetera Advisor Networks LLC January 2015 - Present
Strategic Alliance, Inc. July 2009 - Present
National Life Group July 2005 - June 2009
The MONY Group 1998 - 2005
Skills
Wealth Management, Retirement, Retirement Planning, Financial Services, Series 7, Investment Strategies, IRAs, Insurance, 401k, Strategic Financial..., Long-term Care, Estate Planning, Wealth, Series 63, Financial Advisory, 401k Rollovers, Public Speaking, Life Insurance, Fixed Annuities, Wealth Accumulation, Investments, Disability Insurance, Mutual Funds, Term Life Insurance, Marketing, Pensions, Investment Advisory, Employee Benefits, Securities, Personal Financial..., Alternative Investments, Small Business, Estate Tax Planning, Whole Life, Variable Annuities, Asset Allocation, FINRA, Underwriting, Financial Planners, Financial Analysis, Permanent Life Insurance, Asset Management, Retirement Plan..., Portfolio Management, Bonds, Roth IRA, Long Term Care Insurance, Asset Protection, Health Insurance, Mortgage Lending
Education
The American College 1983 — 1986
Chartered Life Underwriter/Chartered Financial Consultant, Finance, Insurance, Investments, Income Tax Planning, Estate Planning
Whittier College 1969 — 1973
Bachelor of Arts (B.A.), Psychology, Music, Business
Mayfair High School
Registry of Financial Planning
Registered Financial Consultant, Advanced Financial Planning
Tom Weyer's National Life Group Experience January 2011 - May 2011
Job AVP Global Atlantic Financial Group
Industry Financial Services
Experience
Aviva USA January 2001 - Present
National Life Group January 2011 - May 2011
The MONY Group 1968 - 1999
Education
The American College 1980 — 1983
ChFC, Financial Planning
The American College 1971 — 1974
CLU, Insurance
University of Notre Dame 1964 — 1968
BBA, Finance
Aviva USA January 2001 - Present
National Life Group January 2011 - May 2011
The MONY Group 1968 - 1999
Education
The American College 1980 — 1983
ChFC, Financial Planning
The American College 1971 — 1974
CLU, Insurance
University of Notre Dame 1964 — 1968
BBA, Finance
Brigitte Lackey, CLU®, ChFC®, CASL®, RHU®, FLMI's National Life Group Experience March 2011 - Present
Job Independent Agent at Lackey Financial, LLC
Industry Financial Services
Experience
Lackey Financial, LLC April 2015 - Present
National Life Group March 2011 - Present
National Life Group June 2006 - March 2011
Equity Services Inc. September 2003 - June 2006
Skills
Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Bonds, Financial Planners, Finance, Retirement, Securities, Asset Management, Equities, 401k Rollovers, Employee Benefits, Wealth, Sales, Risk Management, Relationship Management, Underwriting, FINRA, Health Insurance, Term Life Insurance, Investment Strategies, Pensions, Variable Annuities, Brokers, 401k, Portfolio Management, Asset Allocation, Estate Planning, Wealth Management, Retirement Planning, Roth IRA, Critical Illness, Whole Life, Disability Insurance, Financial Advisory, Small Business, Financial Analysis, Long Term Care Insurance, Long-term Care, Universal Life, Financial Planning
Education
The American College
Lackey Financial, LLC April 2015 - Present
National Life Group March 2011 - Present
National Life Group June 2006 - March 2011
Equity Services Inc. September 2003 - June 2006
Skills
Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Bonds, Financial Planners, Finance, Retirement, Securities, Asset Management, Equities, 401k Rollovers, Employee Benefits, Wealth, Sales, Risk Management, Relationship Management, Underwriting, FINRA, Health Insurance, Term Life Insurance, Investment Strategies, Pensions, Variable Annuities, Brokers, 401k, Portfolio Management, Asset Allocation, Estate Planning, Wealth Management, Retirement Planning, Roth IRA, Critical Illness, Whole Life, Disability Insurance, Financial Advisory, Small Business, Financial Analysis, Long Term Care Insurance, Long-term Care, Universal Life, Financial Planning
Education
The American College
Chet Winans's National Life Group Experience July 2014 - Present
Job Case Manager at National Life Group
Industry Insurance
Experience
National Life Group July 2014 - Present
Insurance Designers December 2011 - June 2014
Transamerica Life Insurance Company February 1996 - June 2007
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Strategic Planning, Outlook, Sales, PowerPoint, Team Building, Leadership
Education
Texas State University 1982 — 1987
Bachelor's Degree, Education, SR HIGH
National Life Group July 2014 - Present
Insurance Designers December 2011 - June 2014
Transamerica Life Insurance Company February 1996 - June 2007
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Strategic Planning, Outlook, Sales, PowerPoint, Team Building, Leadership
Education
Texas State University 1982 — 1987
Bachelor's Degree, Education, SR HIGH
Pamela Blalock's National Life Group Experience July 2012 - Present
Job VP and Regional Development Officer at National Life Group
Industry Insurance
Experience
National Life Group July 2012 - Present
MetLife April 2005 - June 2012
MetLife January 1986 - April 2012
MetLife April 2002 - March 2005
Skills
Leader, Business Strategy, Strategic Planning, Talent Acquisition, Marketing Strategy, Sales Management, Profit, Customer Service, Performance Management, Project Management, Team Leadership, Change Management, Operations Management, Presenter, Cross-functional Team..., Training
Education
Smith College 2004 — 2004
Executive Education for Women-Consortium, Business Administration and Management, General
University of New Hampshire
Bachelor of Arts (BA)
National Life Group July 2012 - Present
MetLife April 2005 - June 2012
MetLife January 1986 - April 2012
MetLife April 2002 - March 2005
Skills
Leader, Business Strategy, Strategic Planning, Talent Acquisition, Marketing Strategy, Sales Management, Profit, Customer Service, Performance Management, Project Management, Team Leadership, Change Management, Operations Management, Presenter, Cross-functional Team..., Training
Education
Smith College 2004 — 2004
Executive Education for Women-Consortium, Business Administration and Management, General
University of New Hampshire
Bachelor of Arts (BA)
Brian Branda's National Life Group Experience June 1979 - Present
Job Principal, Branda Financial Services
Industry Financial Services
Experience
National Life Group June 1979 - Present
Branda Financial Services 1979 - Present
Skills
Life Insurance, Key Person Insurance, Personal Life Insurance, Executive Benefits, Fixed Annuities, Employee Benefits
Education
The American College 2000 — 2001
Master of Science (M.S.F.S.), Financial Services
The University of Texas at Austin 1971 — 1975
Bachelor of Arts (B.A.), History
Strake Jesuit 1968 — 1971
National Life Group June 1979 - Present
Branda Financial Services 1979 - Present
Skills
Life Insurance, Key Person Insurance, Personal Life Insurance, Executive Benefits, Fixed Annuities, Employee Benefits
Education
The American College 2000 — 2001
Master of Science (M.S.F.S.), Financial Services
The University of Texas at Austin 1971 — 1975
Bachelor of Arts (B.A.), History
Strake Jesuit 1968 — 1971
Petra Jerkovic's National Life Group Experience April 2015 - Present
Job Director of New Business Development at National Life Group
Industry Financial Services
Experience
National Life Group April 2015 - Present
Hub International May 2012 - April 2015
MetLife January 2006 - May 2012
Skills
Licensed Life & Health..., Strategic Financial..., Long Term Care Insurance, Life Insurance, Disability Insurance, Customer Service, Underwriting, Account Maintenance, Policy Servicing, Leadership, Financial Services, Finance, Long-term Care, Employee Benefits, Health Insurance, Insurance, Property & Casualty..., Brokers, Financial Planning
Education
Roanoke College 2005 — 2009
Bachelor of Science (BS)
Huntington High School 2001 — 2005
Advanced Regents Diploma
National Life Group April 2015 - Present
Hub International May 2012 - April 2015
MetLife January 2006 - May 2012
Skills
Licensed Life & Health..., Strategic Financial..., Long Term Care Insurance, Life Insurance, Disability Insurance, Customer Service, Underwriting, Account Maintenance, Policy Servicing, Leadership, Financial Services, Finance, Long-term Care, Employee Benefits, Health Insurance, Insurance, Property & Casualty..., Brokers, Financial Planning
Education
Roanoke College 2005 — 2009
Bachelor of Science (BS)
Huntington High School 2001 — 2005
Advanced Regents Diploma
Trina Boger's National Life Group Experience February 2015 - Present
Job Broker at National Life Group
Industry Insurance
Experience
National Life Group February 2015 - Present
PepsiCo January 2012 - Present
Skills
Sales, Merchandising, Microsoft Office, Life and Health...
Education
Rasmussen College-Minnesota
Associate's degree, Exercise Science
National Life Group February 2015 - Present
PepsiCo January 2012 - Present
Skills
Sales, Merchandising, Microsoft Office, Life and Health...
Education
Rasmussen College-Minnesota
Associate's degree, Exercise Science
Joshua Staples's National Life Group Experience August 2013 - Present
Job Actuarial Systems Analyst at National Life Group
Industry Insurance
Experience
National Life Group August 2013 - Present
National Life Group March 2006 - August 2013
Skills
Business Analysis, Business Requirements, Insurance, Microsoft Excel
Education
Saint Michael's College 1999 — 2003
Bachelor of Science (BS), Mathematics
St. Mark's School 1996 — 1999
HS
Berwick Academy 1994 — 1996
HS
National Life Group August 2013 - Present
National Life Group March 2006 - August 2013
Skills
Business Analysis, Business Requirements, Insurance, Microsoft Excel
Education
Saint Michael's College 1999 — 2003
Bachelor of Science (BS), Mathematics
St. Mark's School 1996 — 1999
HS
Berwick Academy 1994 — 1996
HS
Nicole Frey's National Life Group Experience February 2014 - Present
Job Actuarial Analyst at National Life Group
Industry Insurance
Experience
National Life Group February 2014 - Present
National Life Group May 2013 - August 2013
Norwich University May 2011 - August 2011
Wayside Restaurant March 2007 - December 2010
Skills
Microsoft Excel, Microsoft SQL Server, French, Mathematics, Problem Solving, Probability, Actuarial Exams, Teaching
Education
Syracuse University 2009 — 2014
Master of Science (M.S.), Mathematics Education
Syracuse University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
National Life Group February 2014 - Present
National Life Group May 2013 - August 2013
Norwich University May 2011 - August 2011
Wayside Restaurant March 2007 - December 2010
Skills
Microsoft Excel, Microsoft SQL Server, French, Mathematics, Problem Solving, Probability, Actuarial Exams, Teaching
Education
Syracuse University 2009 — 2014
Master of Science (M.S.), Mathematics Education
Syracuse University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.