National Life Group
Industry: Financial services company
DescriptionNational Life Group is a diversified group of financial services companies in the USA. National Life is mutually organized and remains independent. The company does business across the country. CEO: Mehran Assadi (2009–) Founder: Julius Yemans Dewey Founded: 1848, Montpelier, Vermont, United States
National Life Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Life Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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National Life Group Employees
Employee
Years
Job
Industry
Timothy A. O'Halloran Timothy A. O'Halloran's National Life Group Experience March 1992 - Present
Job Agent at National Life Group
Industry Financial Services
Experience
National Life Group March 1992 - Present
Blue Point Financial February 1992 - Present
Equity Services, Inc. 1992 - Present
Northern New England Agency 1991 - Present
Skills
Retirement Income..., College Funding..., Comprehensive Financial..., Life Insurance, Annuity Sales, Investment Strategies, Business Continuity..., Business Succession..., Disability Income..., Long Term Care Insurance, Strategic Financial..., Qualified Retirement..., Non-Qualified Deferred..., Insurance, Investments, Retirement Planning, Disability Insurance, Estate Tax Planning, Securities, Financial Services, Finance, Fixed Annuities, Retirement, Small Business, Estate Planning, Financial Planning
Education
University of Southern Maine - School of Business 1990 — 1991
BS, Business Administration
University of Maine 1978 — 1981
Pre-Medicine/Pre-Medical Studies
National Life Group March 1992 - Present
Blue Point Financial February 1992 - Present
Equity Services, Inc. 1992 - Present
Northern New England Agency 1991 - Present
Skills
Retirement Income..., College Funding..., Comprehensive Financial..., Life Insurance, Annuity Sales, Investment Strategies, Business Continuity..., Business Succession..., Disability Income..., Long Term Care Insurance, Strategic Financial..., Qualified Retirement..., Non-Qualified Deferred..., Insurance, Investments, Retirement Planning, Disability Insurance, Estate Tax Planning, Securities, Financial Services, Finance, Fixed Annuities, Retirement, Small Business, Estate Planning, Financial Planning
Education
University of Southern Maine - School of Business 1990 — 1991
BS, Business Administration
University of Maine 1978 — 1981
Pre-Medicine/Pre-Medical Studies
Rush Wilbanks Rush Wilbanks's National Life Group Experience April 2012 - Present
Job Key Accounts Representative at National Life Group
Industry Financial Services
Experience
National Life Group April 2012 - Present
Life Insurance Company of the Southwest January 2010 - April 2012
Life Insurance Company of the Southwest December 2006 - December 2009
Life Insurance Company of the Southwest August 2006 - December 2006
Skills
403 b, 457 Plans, 401k, IRAs, Fixed Annuities, Retirement, Sales, Income for Life, Life Insurance, Insurance, Retirement Planning, Term Life Insurance, Wealth Management, Retirement Plan..., Strategic Financial...
Education
University of Mississippi 2001 — 2006
Bachelor
National Life Group April 2012 - Present
Life Insurance Company of the Southwest January 2010 - April 2012
Life Insurance Company of the Southwest December 2006 - December 2009
Life Insurance Company of the Southwest August 2006 - December 2006
Skills
403 b, 457 Plans, 401k, IRAs, Fixed Annuities, Retirement, Sales, Income for Life, Life Insurance, Insurance, Retirement Planning, Term Life Insurance, Wealth Management, Retirement Plan..., Strategic Financial...
Education
University of Mississippi 2001 — 2006
Bachelor
Alma Hartman Alma Hartman's National Life Group Experience January 2012 - May 2012
Job CoFounder at Rock+Pillar Inc.
Industry International Trade and Development
Experience
Rock+Pillar Inc. December 2013 - Present
Cuso International September 2013 - March 2014
Tetra Tech ARD July 2012 - September 2013
Migrant Justice November 2012 - May 2013
MyWebGrocer 2012 - June 2012
National Life Group January 2012 - May 2012
University of Vermont August 2011 - March 2012
King Street Youth Center June 2010 - August 2010
Skills
Spanish, Entrepreneurship, Management, English, Public Speaking, Social Media, Social Networking, International..., International Relations, International Project..., Social Media Marketing, Negotiation, Project Planning, Proposal Writing, Budgets, Nonprofits, Strategy, Strategic Planning, Team Building, Policy, Human Resources, Capacity Building, Program Management, Organizational..., Business Strategy, Governance, Analysis, Business Planning, NGOs, Policy Analysis, Market Research, Grants, Research, Economics, Recruiting
Education
Universidad Panamericana 2011 — 2012
Business, Finance, International Business
University of Vermont 2008 — 2012
B.S. in Business Adminstration, Finance, International Business
Rock+Pillar Inc. December 2013 - Present
Cuso International September 2013 - March 2014
Tetra Tech ARD July 2012 - September 2013
Migrant Justice November 2012 - May 2013
MyWebGrocer 2012 - June 2012
National Life Group January 2012 - May 2012
University of Vermont August 2011 - March 2012
King Street Youth Center June 2010 - August 2010
Skills
Spanish, Entrepreneurship, Management, English, Public Speaking, Social Media, Social Networking, International..., International Relations, International Project..., Social Media Marketing, Negotiation, Project Planning, Proposal Writing, Budgets, Nonprofits, Strategy, Strategic Planning, Team Building, Policy, Human Resources, Capacity Building, Program Management, Organizational..., Business Strategy, Governance, Analysis, Business Planning, NGOs, Policy Analysis, Market Research, Grants, Research, Economics, Recruiting
Education
Universidad Panamericana 2011 — 2012
Business, Finance, International Business
University of Vermont 2008 — 2012
B.S. in Business Adminstration, Finance, International Business
Chad Uhler's National Life Group Experience June 2011 - August 2011
Job Financial Analyst at Wells Fargo
Industry
Experience
Wells Fargo July 2015 - Present
Wells Fargo June 2014 - August 2014
Deloitte & Touche LLP June 2013 - August 2013
National Life Group June 2011 - August 2011
Skills
Teamwork, Financial Analysis, Microsoft Office, Public Speaking, Market Research, Business Strategy, Leadership, Time Management, Customer Service, Microsoft Excel, Finance, PowerPoint
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor’s Degree, Finance
University of Michigan 2010 — 2011
Pre-Business
Wells Fargo July 2015 - Present
Wells Fargo June 2014 - August 2014
Deloitte & Touche LLP June 2013 - August 2013
National Life Group June 2011 - August 2011
Skills
Teamwork, Financial Analysis, Microsoft Office, Public Speaking, Market Research, Business Strategy, Leadership, Time Management, Customer Service, Microsoft Excel, Finance, PowerPoint
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor’s Degree, Finance
University of Michigan 2010 — 2011
Pre-Business
Matthew Skirving Matthew Skirving's National Life Group Experience March 2008 - September 2009
Job Project Manager, Curator of the Infusion Project's "No Requests" Podcast, DJ, Producer
Industry Entertainment
Experience
The Infusion Project August 2013 - Present
Marc Jacobison & Associates November 2012 - June 2013
EGen.TV March 2012 - October 2012
North Shore Community Bank and Trust, Winnetka branch August 2010 - February 2012
International Sports Management, Inc. February 2010 - September 2010
National Life Group March 2008 - September 2009
ICE Realty Group August 2007 - May 2008
Skills
Customer Service, Sales Management, PowerPoint, Financial Analysis, Microsoft Excel, Event Planning, Strategic Planning, Public Speaking, Microsoft Office, Social Media, Marketing, Management, DJ, Fundraising, Sales, Social Media Marketing
Education
University of Denver 2002 — 2005
Bachelor of Arts, Sociology & Philosophy
University of Denver 2002 — 2005
bs, Sociology & Philosophy
Wittenberg University 2000 — 2002
Sociology
The Infusion Project August 2013 - Present
Marc Jacobison & Associates November 2012 - June 2013
EGen.TV March 2012 - October 2012
North Shore Community Bank and Trust, Winnetka branch August 2010 - February 2012
International Sports Management, Inc. February 2010 - September 2010
National Life Group March 2008 - September 2009
ICE Realty Group August 2007 - May 2008
Skills
Customer Service, Sales Management, PowerPoint, Financial Analysis, Microsoft Excel, Event Planning, Strategic Planning, Public Speaking, Microsoft Office, Social Media, Marketing, Management, DJ, Fundraising, Sales, Social Media Marketing
Education
University of Denver 2002 — 2005
Bachelor of Arts, Sociology & Philosophy
University of Denver 2002 — 2005
bs, Sociology & Philosophy
Wittenberg University 2000 — 2002
Sociology
David Kesler's National Life Group Experience June 2012 - July 2013
Job Commercial Loan Officer at North State Bank
Industry Banking
Experience
North State Bank November 2014 - Present
MassMutual Financial Group June 2013 - November 2014
National Life Group June 2012 - July 2013
Woodlands Bank June 2008 - July 2009
First Citizens Bank June 1990 - June 2008
Skills
Licensed Boat Captain, Insurance Licenses, TWIC Card-US Government, Active Flying Lessons, Insurance, Retail Banking, Loans, Banking, Business Development, Commercial Banking, Small Business, Strategic Financial..., Investments, Finance, Certified Diver, Cpr Certified, Retirement, Portfolio Management, Financial Services, Analysis, Disability Insurance, Credit
Education
University of North Carolina at Wilmington 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
WebCE 2013 — 2014
Insurance
North State Bank November 2014 - Present
MassMutual Financial Group June 2013 - November 2014
National Life Group June 2012 - July 2013
Woodlands Bank June 2008 - July 2009
First Citizens Bank June 1990 - June 2008
Skills
Licensed Boat Captain, Insurance Licenses, TWIC Card-US Government, Active Flying Lessons, Insurance, Retail Banking, Loans, Banking, Business Development, Commercial Banking, Small Business, Strategic Financial..., Investments, Finance, Certified Diver, Cpr Certified, Retirement, Portfolio Management, Financial Services, Analysis, Disability Insurance, Credit
Education
University of North Carolina at Wilmington 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
WebCE 2013 — 2014
Insurance
Bradford Dobesh Bradford Dobesh's National Life Group Experience January 2013 - October 2013
Job Director – Business Development
Industry Financial Services
Experience
Horace Mann October 2014 - Present
National Life Group January 2013 - October 2013
Securian Financial Group January 2012 - December 2012
ING May 2004 - December 2011
AXA Equitable 1997 - 2003
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Fixed Annuities, Insurance, Investments, Financial Services, Life Insurance, Series 6, Relationship Management, Business Development, IRAs, Portfolio Management, Employee Benefits, Series 63, Finance, Financial Planning, Securities, Wealth Management, Asset Allocation, Pensions, Term Life Insurance, 403b/457, Variable Annuities, New Business Development, Building Relationships, Sales Operations, Strategic Financial..., Asset Management, Relationship Building, Sales
Education
University of Minnesota-Twin Cities 1987 — 1992
Sales Management
Dale Carnegie Sales Success Program
Premontre
Horace Mann October 2014 - Present
National Life Group January 2013 - October 2013
Securian Financial Group January 2012 - December 2012
ING May 2004 - December 2011
AXA Equitable 1997 - 2003
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Fixed Annuities, Insurance, Investments, Financial Services, Life Insurance, Series 6, Relationship Management, Business Development, IRAs, Portfolio Management, Employee Benefits, Series 63, Finance, Financial Planning, Securities, Wealth Management, Asset Allocation, Pensions, Term Life Insurance, 403b/457, Variable Annuities, New Business Development, Building Relationships, Sales Operations, Strategic Financial..., Asset Management, Relationship Building, Sales
Education
University of Minnesota-Twin Cities 1987 — 1992
Sales Management
Dale Carnegie Sales Success Program
Premontre
Joshua Brass Joshua Brass's National Life Group Experience June 2011 - August 2011
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Goldman Sachs June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Eryn Watkins, LLC May 2011 - June 2012
National Life Group June 2011 - August 2011
OTG Sports May 2011 - August 2011
Skills
Microsoft Office, Time Management, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Excel, Research, Social Media, Finance, Data Analysis, Analysis, Accounting, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Goldman Sachs June 2014 - Present
Goldman Sachs June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Eryn Watkins, LLC May 2011 - June 2012
National Life Group June 2011 - August 2011
OTG Sports May 2011 - August 2011
Skills
Microsoft Office, Time Management, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Excel, Research, Social Media, Finance, Data Analysis, Analysis, Accounting, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Parker Amis Parker Amis's National Life Group Experience December 2010 - April 2012
Job Manager, Marketing & Communications
Industry Hospital & Health Care
Experience
Texas Children's Health Plan February 2015 - Present
Texas Children's Hospital - Health Plan March 2014 - February 2015
Texas Children's Hospital April 2012 - March 2014
National Life Group December 2010 - April 2012
National Life Group August 2008 - December 2010
Skills
Social Media, Copywriting, Marketing Communications, Marketing Strategy, Marketing, Editing, Newsletters, Creative Writing, Facebook, Web Content, Journalism, Microsoft Office, Advertising, Writing, SEO, AP Style, Production Management, Team Leadership
Education
University of Mississippi 2001 — 2006
B.A., Journalism & English
Texas Children's Health Plan February 2015 - Present
Texas Children's Hospital - Health Plan March 2014 - February 2015
Texas Children's Hospital April 2012 - March 2014
National Life Group December 2010 - April 2012
National Life Group August 2008 - December 2010
Skills
Social Media, Copywriting, Marketing Communications, Marketing Strategy, Marketing, Editing, Newsletters, Creative Writing, Facebook, Web Content, Journalism, Microsoft Office, Advertising, Writing, SEO, AP Style, Production Management, Team Leadership
Education
University of Mississippi 2001 — 2006
B.A., Journalism & English
Daniel Looper's National Life Group Experience June 2013 - Present
Job Tax Free Retirement Spec., Master Stylist, Educator, Consultant
Industry Financial Services
Experience
Transamerica June 2013 - Present
National Life Group June 2013 - Present
Five Rings Financial June 2013 - Present
Capelli Salon LLC April 2011 - Present
Daniel Looper October 2009 - Present
Skills
Strategic Planning, Management Consulting, Database management, Tax free retirement..., Direct sales..., Master Hair Stylist..., Asp.net programmer, Visual Basic, Microsoft Certified..., Wordpress developer and..., Medical insurance..., Licensed private..., Business Strategy, Change Management, Customer Service, Data Analysis, Database Admin, Microsoft Office, Project Management, Strategy, Business Analysis, Organizational..., Business Development, Program Management, Training, Leadership, Project Planning, Budgets, Analysis
Education
University of Phoenix 2006 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.5
Tulsa Community College 2000 — 2002
Certification in programming, Visual Basic, asp.net, c and MySQL, 3.5
Certified Microsoft professional 1999 — 2002
Certified Microsoft Professional, Mssql database management and data warehouse engineering
Transamerica June 2013 - Present
National Life Group June 2013 - Present
Five Rings Financial June 2013 - Present
Capelli Salon LLC April 2011 - Present
Daniel Looper October 2009 - Present
Skills
Strategic Planning, Management Consulting, Database management, Tax free retirement..., Direct sales..., Master Hair Stylist..., Asp.net programmer, Visual Basic, Microsoft Certified..., Wordpress developer and..., Medical insurance..., Licensed private..., Business Strategy, Change Management, Customer Service, Data Analysis, Database Admin, Microsoft Office, Project Management, Strategy, Business Analysis, Organizational..., Business Development, Program Management, Training, Leadership, Project Planning, Budgets, Analysis
Education
University of Phoenix 2006 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.5
Tulsa Community College 2000 — 2002
Certification in programming, Visual Basic, asp.net, c and MySQL, 3.5
Certified Microsoft professional 1999 — 2002
Certified Microsoft Professional, Mssql database management and data warehouse engineering
Greg Mateja Greg Mateja's National Life Group Experience December 2014 - Present
Job Vice President, Corporate Development & Institutional Markets at National Life Group
Industry Insurance
Experience
National Life Group December 2014 - Present
Alvarez & Marsal October 2013 - November 2014
ING April 2011 - June 2013
The Hartford September 2000 - April 2011
The Hartford December 1997 - August 2000
The Hartford April 1994 - December 1997
Chalke Incorporated August 1988 - March 1994
Skills
ALM, Financial Structuring, Embedded Value, Capital Management, Statutory Accounting, Reinsurance, GAAP, Negotiation, Enterprise Risk..., Market Risk, Financial / Actuarial..., Economic Capital, Risk Appetite, Actuarial Science, Insurance, Risk Management, Mergers & Acquisitions, Life Insurance, Valuation, Finance, Captives, Capital Markets, Corporate Finance, Variable Annuities, Financial Risk, Nonqualified plan design, Nonqualified plan..., COLI, BOLI, ICOLI, Replacement Ratios, Analysis, Fixed Annuities, Asset Management, Managerial Finance
Education
Union College
BS, Mathematics and Economics
Northwest Catholic High School
National Life Group December 2014 - Present
Alvarez & Marsal October 2013 - November 2014
ING April 2011 - June 2013
The Hartford September 2000 - April 2011
The Hartford December 1997 - August 2000
The Hartford April 1994 - December 1997
Chalke Incorporated August 1988 - March 1994
Skills
ALM, Financial Structuring, Embedded Value, Capital Management, Statutory Accounting, Reinsurance, GAAP, Negotiation, Enterprise Risk..., Market Risk, Financial / Actuarial..., Economic Capital, Risk Appetite, Actuarial Science, Insurance, Risk Management, Mergers & Acquisitions, Life Insurance, Valuation, Finance, Captives, Capital Markets, Corporate Finance, Variable Annuities, Financial Risk, Nonqualified plan design, Nonqualified plan..., COLI, BOLI, ICOLI, Replacement Ratios, Analysis, Fixed Annuities, Asset Management, Managerial Finance
Education
Union College
BS, Mathematics and Economics
Northwest Catholic High School
Henry Ortiz's National Life Group Experience July 2012 - Present
Job Sales Manager at National Life Group
Industry Insurance
Experience
National Life Group July 2012 - Present
Vital Financial Group July 2012 - Present
MassMutual January 2009 - June 2012
The Guardian Life Insurance Company of America January 2005 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Fixed Annuities, Sales, Life Insurance, Finance
Education
University of New Haven 1988 — 1992
Bachelor of Business Administration (BBA)
Bilingue Padre Rufo 1985 — 1988
National Life Group July 2012 - Present
Vital Financial Group July 2012 - Present
MassMutual January 2009 - June 2012
The Guardian Life Insurance Company of America January 2005 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Fixed Annuities, Sales, Life Insurance, Finance
Education
University of New Haven 1988 — 1992
Bachelor of Business Administration (BBA)
Bilingue Padre Rufo 1985 — 1988
Anna Salinas Anna Salinas's National Life Group Experience April 2012 - Present
Job Agent at LSW
Industry Health, Wellness and Fitness
Experience
National Life Group April 2012 - Present
It Works! Global January 2012 - Present
Northside Independent School District August 2008 - December 2011
Education
The University of Texas-Pan American 1992 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
National Life Group April 2012 - Present
It Works! Global January 2012 - Present
Northside Independent School District August 2008 - December 2011
Education
The University of Texas-Pan American 1992 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Luz Sandoval Luz Sandoval's National Life Group Experience January 2015 - Present
Job Senior Compliance Associate, Market Conduct & Compliance at National Life Group
Industry Financial Services
Experience
National Life Group January 2015 - Present
National Life Group March 2004 - January 2015
National Life Group September 2002 - March 2004
National Life Group March 2001 - September 2002
National Life Group March 2000 - March 2001
Skills
Management, Fixed Annuities, Strategic Planning, Investments, Retirement, Team Building, Customer Service, Insurance, Visio, Business Process, Access, Microsoft Office, PowerPoint, Regulatory Compliance, Data Analysis
Education
University of Phoenix 2008 — 2013
Bachelor's degree, Business Management
National Life Group January 2015 - Present
National Life Group March 2004 - January 2015
National Life Group September 2002 - March 2004
National Life Group March 2001 - September 2002
National Life Group March 2000 - March 2001
Skills
Management, Fixed Annuities, Strategic Planning, Investments, Retirement, Team Building, Customer Service, Insurance, Visio, Business Process, Access, Microsoft Office, PowerPoint, Regulatory Compliance, Data Analysis
Education
University of Phoenix 2008 — 2013
Bachelor's degree, Business Management
Ken Dee Ken Dee's National Life Group Experience August 2011 - January 2012
Job Independent Business Consultant
Industry Management Consulting
Experience
KSD consulting January 2013 - Present
Moody Street Financial January 2012 - January 2013
OneAmerica Securites January 2012 - January 2013
National Life Group August 2011 - January 2012
Baystate Financial Services July 2010 - August 2011
MetLife February 2010 - July 2010
Triton Technology May 2006 - February 2010
Global Energy Solutions October 1997 - September 2006
International Quality & Productivity Center April 1996 - October 1997
Center for Business Intelligence 1994 - 1996
Skills
Business Management, Process Re-engineering, HR, Marketing, Business Development, Bugeting P&L, Training & Education, New Market Analysis, Strategy, Start-ups, Training, Business Strategy, Analysis, New Business Development, Project Management, B2B, Employee Training, Market Research, Nonprofits, Performance Management, Consulting, Business Intelligence, Strategic Planning, Management Consulting, Executive Management, Business Planning, Lead Generation, Human Resources, Management, Market Analysis
Education
University of Massachusetts, Amherst 1980 — 1984
BS, Legal Studies
KSD consulting January 2013 - Present
Moody Street Financial January 2012 - January 2013
OneAmerica Securites January 2012 - January 2013
National Life Group August 2011 - January 2012
Baystate Financial Services July 2010 - August 2011
MetLife February 2010 - July 2010
Triton Technology May 2006 - February 2010
Global Energy Solutions October 1997 - September 2006
International Quality & Productivity Center April 1996 - October 1997
Center for Business Intelligence 1994 - 1996
Skills
Business Management, Process Re-engineering, HR, Marketing, Business Development, Bugeting P&L, Training & Education, New Market Analysis, Strategy, Start-ups, Training, Business Strategy, Analysis, New Business Development, Project Management, B2B, Employee Training, Market Research, Nonprofits, Performance Management, Consulting, Business Intelligence, Strategic Planning, Management Consulting, Executive Management, Business Planning, Lead Generation, Human Resources, Management, Market Analysis
Education
University of Massachusetts, Amherst 1980 — 1984
BS, Legal Studies
BRAD TABIS BRAD TABIS's National Life Group Experience April 2008 - October 2012
Job Finance Business Partner at Erie Insurance Group
Industry Insurance
Experience
Erie Insurance Group November 2012 - Present
National Life Group April 2008 - October 2012
Skills
Actuarial Science, Financial Modeling, Life Insurance, Financial Risk, Financial Analysis, Strategic Financial...
Education
University of Arizona 2004 — 2007
Bachelor of Science (BS), Mathematics
Erie Insurance Group November 2012 - Present
National Life Group April 2008 - October 2012
Skills
Actuarial Science, Financial Modeling, Life Insurance, Financial Risk, Financial Analysis, Strategic Financial...
Education
University of Arizona 2004 — 2007
Bachelor of Science (BS), Mathematics
Nick Whitsell Nick Whitsell's National Life Group Experience May 2013 - August 2013
Job Operations Coordinator at Cetera Financial Group
Industry Insurance
Experience
Cetera Financial Group November 2013 - Present
National Life Group May 2013 - August 2013
University of Northern Iowa August 2012 - May 2013
City of Dyersville May 2011 - August 2012
Skills
GIS, Microsoft Excel, Quantitative Risk..., Time Management, Forecasting, Teamwork
Education
University of Northern Iowa 2009 — 2013
B.A. in Mathematics, Minor in Economics
Cetera Financial Group November 2013 - Present
National Life Group May 2013 - August 2013
University of Northern Iowa August 2012 - May 2013
City of Dyersville May 2011 - August 2012
Skills
GIS, Microsoft Excel, Quantitative Risk..., Time Management, Forecasting, Teamwork
Education
University of Northern Iowa 2009 — 2013
B.A. in Mathematics, Minor in Economics
Julia Lee Bushouer Julia Lee Bushouer's National Life Group Experience October 2009 - Present
Job Independent Broker
Industry Insurance
Experience
National Life Group October 2009 - Present
Julia Bushouer Insurance Services 2003 - Present
Skills
Disability Insurance, Health Savings Accounts, Brokers, 401k, Property & Casualty..., Underwriting, Selling, Customer Retention, Pensions, Customer Experience, Entrepreneurship, Client Education, Customer Support, Small Business, Long Term Care Insurance, Key Person Insurance, Critical Illness, Retirement Savings, Roth IRA, IRAs, 401k Rollovers, Sales, Insurance, Life Insurance, Fixed Annuities, Long-term Care, Customer Service, Estate Planning
Education
University of California, San Diego 1986 — 1991
B.S., Political Science
Mira Mesa High School
National Life Group October 2009 - Present
Julia Bushouer Insurance Services 2003 - Present
Skills
Disability Insurance, Health Savings Accounts, Brokers, 401k, Property & Casualty..., Underwriting, Selling, Customer Retention, Pensions, Customer Experience, Entrepreneurship, Client Education, Customer Support, Small Business, Long Term Care Insurance, Key Person Insurance, Critical Illness, Retirement Savings, Roth IRA, IRAs, 401k Rollovers, Sales, Insurance, Life Insurance, Fixed Annuities, Long-term Care, Customer Service, Estate Planning
Education
University of California, San Diego 1986 — 1991
B.S., Political Science
Mira Mesa High School
Derek King Derek King's National Life Group Experience 2006 - 2008
Job Vice President at Florida Business Development Corp.
Industry Banking
Experience
Florida Business Development Corp. December 2014 - Present
The Jacksonville Bank July 2013 - November 2014
SunTrust Bank June 2008 - July 2013
National Life Group 2006 - 2008
King Business Services October 2004 - October 2006
Riverside Bank May 2002 - October 2004
BB&T May 1999 - May 2002
Bank of America June 1996 - May 1999
Skills
Small Business Lending, Series 63, Banking, Business Development, Financial Analysis, Retail Banking, Portfolio Management, Commercial Banking, Loans, Mergers & Acquisitions, Mortgage Lending, Strategic Financial..., Credit, Wealth Management..., Underwriting, Commercial Lending, Lines Of Credit, Loan Origination, Finance, Credit Analysis, Consumer Lending, Cash Management, Investments, Treasury Management, Financial Services
Education
University of South Florida 1992 — 1995
Bachelor of Science (B.S.), Accounting and Finance
Florida Business Development Corp. December 2014 - Present
The Jacksonville Bank July 2013 - November 2014
SunTrust Bank June 2008 - July 2013
National Life Group 2006 - 2008
King Business Services October 2004 - October 2006
Riverside Bank May 2002 - October 2004
BB&T May 1999 - May 2002
Bank of America June 1996 - May 1999
Skills
Small Business Lending, Series 63, Banking, Business Development, Financial Analysis, Retail Banking, Portfolio Management, Commercial Banking, Loans, Mergers & Acquisitions, Mortgage Lending, Strategic Financial..., Credit, Wealth Management..., Underwriting, Commercial Lending, Lines Of Credit, Loan Origination, Finance, Credit Analysis, Consumer Lending, Cash Management, Investments, Treasury Management, Financial Services
Education
University of South Florida 1992 — 1995
Bachelor of Science (B.S.), Accounting and Finance
Thomas Witwicki CISSP, CISM Thomas Witwicki CISSP, CISM's National Life Group Experience 1980 - 1990
Job Assisting your organization to manage information risk
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts December 2012 - Present
Blue Cross Blue Shield August 2010 - December 2012
Assurance Point LLC March 2010 - January 2011
Hannaford 1990 - 2009
Hannaford Bros. Co. August 1998 - June 2005
National Life Group 1980 - 1990
Skills
Information Security, CISSP, HIPAA, Security, Governance, ISO 27001, Computer Security, Risk Assessment, Risk Management, Identity Management, CISM, Data Privacy, Unix, Leadership, Information Security..., PCI DSS, IT Strategy, SDLC, IT Management, Information Technology, Infrastructure, IT Audit, Disaster Recovery, Business Continuity
Education
Tufts University 1966 — 1970
BS, Mathematics
St. John's Prep 1962 — 1966
Blue Cross Blue Shield of Massachusetts December 2012 - Present
Blue Cross Blue Shield August 2010 - December 2012
Assurance Point LLC March 2010 - January 2011
Hannaford 1990 - 2009
Hannaford Bros. Co. August 1998 - June 2005
National Life Group 1980 - 1990
Skills
Information Security, CISSP, HIPAA, Security, Governance, ISO 27001, Computer Security, Risk Assessment, Risk Management, Identity Management, CISM, Data Privacy, Unix, Leadership, Information Security..., PCI DSS, IT Strategy, SDLC, IT Management, Information Technology, Infrastructure, IT Audit, Disaster Recovery, Business Continuity
Education
Tufts University 1966 — 1970
BS, Mathematics
St. John's Prep 1962 — 1966
Jennifer Tracy's National Life Group Experience May 2011 - April 2013
Job Trade marketing manager at Keurig Green Mountain
Industry Consumer Goods
Experience
Keurig Green Mountain, Inc. June 2014 - Present
Green Mountain Coffee Roasters May 2013 - June 2014
National Life Group May 2011 - April 2013
National Life Group October 2008 - May 2011
Skills
Microsoft Excel, Microsoft SQL Server, Sales Management, Financial Analysis, Strategic Financial..., Business Objects, Financial Modeling, Finance, Forecasting, Financial Reporting, Analysis, Business Analysis, Process Improvement, Corporate Finance, Insurance, Accounting, Budgets, Demantra, Lawson General Ledger
Education
Middlebury College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Université Panthéon Sorbonne (Paris I) 2006 — 2006
Study Abroad, Economics
Keurig Green Mountain, Inc. June 2014 - Present
Green Mountain Coffee Roasters May 2013 - June 2014
National Life Group May 2011 - April 2013
National Life Group October 2008 - May 2011
Skills
Microsoft Excel, Microsoft SQL Server, Sales Management, Financial Analysis, Strategic Financial..., Business Objects, Financial Modeling, Finance, Forecasting, Financial Reporting, Analysis, Business Analysis, Process Improvement, Corporate Finance, Insurance, Accounting, Budgets, Demantra, Lawson General Ledger
Education
Middlebury College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Université Panthéon Sorbonne (Paris I) 2006 — 2006
Study Abroad, Economics
Paul Gale Paul Gale's National Life Group Experience 2013 - Present
Job Senior Business Project Manager at National Life
Industry Information Technology and Services
Experience
National Life Group 2013 - Present
IBM 2009 - 2013
IBM 2006 - 2009
IBM 2003 - 2006
IBM 2001 - 2003
IBM 1998 - 2001
Skills
Certified Project..., Leadership, Program Management, PMP, Software Project..., Marketing, Project Management, Integration, SDLC, Software Development, Cross-functional Team..., Requirements Analysis, Business Process, Agile Methodologies, Process Improvement, Business Analysis, Product Development, Project Planning, ASIC, IT Strategy
Education
University of Vermont 1982 — 1986
Master of Science, Electrical and Electronics Engineering
University of Maine 1978 — 1982
Bachelor of Science, Electrical and Electronics Engineering
National Life Group 2013 - Present
IBM 2009 - 2013
IBM 2006 - 2009
IBM 2003 - 2006
IBM 2001 - 2003
IBM 1998 - 2001
Skills
Certified Project..., Leadership, Program Management, PMP, Software Project..., Marketing, Project Management, Integration, SDLC, Software Development, Cross-functional Team..., Requirements Analysis, Business Process, Agile Methodologies, Process Improvement, Business Analysis, Product Development, Project Planning, ASIC, IT Strategy
Education
University of Vermont 1982 — 1986
Master of Science, Electrical and Electronics Engineering
University of Maine 1978 — 1982
Bachelor of Science, Electrical and Electronics Engineering
Joe Durbin Joe Durbin's National Life Group Experience July 1992 - February 1996
Job President at Supplemental Benefit Solutions, Inc.
Industry Insurance
Experience
Supplemental Benefit Solutions, Inc. February 2003 - Present
Allstate Benefits February 2000 - February 2003
Colonial Life February 1996 - February 2000
National Life Group July 1992 - February 1996
Skills
Competitive Analysis, Sales Operations, Market Research, Mentoring, Product Marketing, Product Design, Employee Benefits, Voluntary Products, Licensed Life & Health..., Disability Insurance, Needs Based Sales, Business Case Design, Health Insurance, Sales, Customer Service, Leadership
Education
University of Oregon
Bachelor of Science, Finance
Supplemental Benefit Solutions, Inc. February 2003 - Present
Allstate Benefits February 2000 - February 2003
Colonial Life February 1996 - February 2000
National Life Group July 1992 - February 1996
Skills
Competitive Analysis, Sales Operations, Market Research, Mentoring, Product Marketing, Product Design, Employee Benefits, Voluntary Products, Licensed Life & Health..., Disability Insurance, Needs Based Sales, Business Case Design, Health Insurance, Sales, Customer Service, Leadership
Education
University of Oregon
Bachelor of Science, Finance
Tyler Chamberlain-Simon's National Life Group Experience June 2011 - August 2011
Job Baseball Operations Intern at Tampa Bay Rays
Industry Sports
Experience
Tampa Bay Rays January 2015 - Present
Chicago Cubs March 2014 - September 2014
STATS LLC June 2013 - February 2014
Tulane University Varsity Baseball Team October 2009 - May 2013
Academy Elite Baseball June 2012 - August 2012
National Life Group June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Facebook, Sports, Sports Coaching, Sports Management, Analytics, Financial Modeling, Financial Analysis, Real Estate Law, Fitness
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance and Legal Studies in Business
Tampa Bay Rays January 2015 - Present
Chicago Cubs March 2014 - September 2014
STATS LLC June 2013 - February 2014
Tulane University Varsity Baseball Team October 2009 - May 2013
Academy Elite Baseball June 2012 - August 2012
National Life Group June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Facebook, Sports, Sports Coaching, Sports Management, Analytics, Financial Modeling, Financial Analysis, Real Estate Law, Fitness
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance and Legal Studies in Business
Troy Goliber's National Life Group Experience August 2013 - Present
Job Financial Analyst II at National Life Group
Industry Financial Services
Experience
National Life Group August 2013 - Present
National Life Group June 2012 - August 2012
University of New Hampshire February 2010 - May 2012
University of New Hampshire August 2011 - April 2012
The Links at Lang Farm August 2006 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Financial Analysis, Sports Marketing, Golf
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor's Degree, Business Administration: Finance and Management, Senior
Essex High School 2006 — 2009
National Life Group August 2013 - Present
National Life Group June 2012 - August 2012
University of New Hampshire February 2010 - May 2012
University of New Hampshire August 2011 - April 2012
The Links at Lang Farm August 2006 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Financial Analysis, Sports Marketing, Golf
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor's Degree, Business Administration: Finance and Management, Senior
Essex High School 2006 — 2009
Donna K. Sinor, J.D., CLU, ChFC Donna K. Sinor, J.D., CLU, ChFC's National Life Group Experience 1988 - 1989
Job Director, Advanced Sales / Business Insurance at Kansas City Life Insurance Company
Industry Insurance
Experience
Kansas City Life Insurance Company December 2013 - Present
New York Life Insurance Company 2007 - 2012
Columbus Life Insurance Company 2002 - 2007
Prudential Financial 2000 - 2002
Nationwide Insurance 1991 - 2000
MassMutual Financial Group 1989 - 1991
National Life Group 1988 - 1989
Ameritas 1985 - 1988
Nelson & Harding 1984 - 1985
Skills
Fixed Annuities, Life Insurance, Estate Planning, Disability Insurance, Strategic Financial..., Public Speaking, Long-term Care, Retirement Plan..., Consultative / Solution..., Universal Life, Estate Tax Planning, Financial Advisory, Insurance, Retirement Planning, Wealth Preservation..., Business Continuity..., Published Author, Training Delivery, Client Counseling, Writing, Instructor-led Training, Marketing Material..., Written & Oral..., Seminars, Licensed Life & Health..., Executive Benefit..., Business Tax Planning, Compliance, Communication, Variable Life, Variable Annuities, Marketing Communications, FINRA, Irrevocable Life..., Group Training, Study Groups, Voice Over, Case Studies, Chartered Financial...
Education
University of Nebraska College of Law 1981 — 1984
JD, Law
University of Nebraska-Lincoln
Bachelor's degree, English/Language Arts Teacher Education
Kansas City Life Insurance Company December 2013 - Present
New York Life Insurance Company 2007 - 2012
Columbus Life Insurance Company 2002 - 2007
Prudential Financial 2000 - 2002
Nationwide Insurance 1991 - 2000
MassMutual Financial Group 1989 - 1991
National Life Group 1988 - 1989
Ameritas 1985 - 1988
Nelson & Harding 1984 - 1985
Skills
Fixed Annuities, Life Insurance, Estate Planning, Disability Insurance, Strategic Financial..., Public Speaking, Long-term Care, Retirement Plan..., Consultative / Solution..., Universal Life, Estate Tax Planning, Financial Advisory, Insurance, Retirement Planning, Wealth Preservation..., Business Continuity..., Published Author, Training Delivery, Client Counseling, Writing, Instructor-led Training, Marketing Material..., Written & Oral..., Seminars, Licensed Life & Health..., Executive Benefit..., Business Tax Planning, Compliance, Communication, Variable Life, Variable Annuities, Marketing Communications, FINRA, Irrevocable Life..., Group Training, Study Groups, Voice Over, Case Studies, Chartered Financial...
Education
University of Nebraska College of Law 1981 — 1984
JD, Law
University of Nebraska-Lincoln
Bachelor's degree, English/Language Arts Teacher Education
Jauron Winston's National Life Group Experience August 2006 - January 2013
Job Benefit Counselor
Industry Financial Services
Experience
Hodges-Mace Benefits Group, Inc. April 2012 - Present
National Life Group August 2006 - January 2013
Skills
Investments, Estate Planning, Mutual Funds, Series 63, Insurance, Retirement, Business Planning, Investment Advisory, Strategic Financial..., Strategic Planning, Series 7, Term Life Insurance, Retirement Planning, Securities, Long-term Care, Fixed Annuities, Small Business, Wealth Management, Health Insurance, Uniform Combined State..., 401k, Financial Planners, Life Insurance, Disability Insurance, Critical Illness, Whole Life, IRAs, Long Term Care Insurance, Universal Life, 401k Rollovers, Wealth, Series 6, Financial Advisory, Employee Benefits, Pensions, Variable Annuities, Life, Defined Benefit, FINRA, Health Savings Accounts, Retirement Savings, Investment Strategies, Brokers, Qualified Retirement..., Financial Services, Personal Financial..., Retirement Plan..., Asset Allocation, Financial Goals, ERISA
Education
University of Michigan 1996 — 2001
BGS, Economic
University of Michigan
Bachelor's degree, Economics
Hodges-Mace Benefits Group, Inc. April 2012 - Present
National Life Group August 2006 - January 2013
Skills
Investments, Estate Planning, Mutual Funds, Series 63, Insurance, Retirement, Business Planning, Investment Advisory, Strategic Financial..., Strategic Planning, Series 7, Term Life Insurance, Retirement Planning, Securities, Long-term Care, Fixed Annuities, Small Business, Wealth Management, Health Insurance, Uniform Combined State..., 401k, Financial Planners, Life Insurance, Disability Insurance, Critical Illness, Whole Life, IRAs, Long Term Care Insurance, Universal Life, 401k Rollovers, Wealth, Series 6, Financial Advisory, Employee Benefits, Pensions, Variable Annuities, Life, Defined Benefit, FINRA, Health Savings Accounts, Retirement Savings, Investment Strategies, Brokers, Qualified Retirement..., Financial Services, Personal Financial..., Retirement Plan..., Asset Allocation, Financial Goals, ERISA
Education
University of Michigan 1996 — 2001
BGS, Economic
University of Michigan
Bachelor's degree, Economics
Christina Velau's National Life Group Experience May 2012 - September 2013
Job Accountant
Industry Nonprofit Organization Management
Experience
VSHA October 2013 - Present
National Life Group May 2012 - September 2013
Blue Cross and Blue Shield of Vermont August 2008 - December 2011
Comair April 2002 - June 2008
Skills
Customer Service, Microsoft Office, OnBase, AS400 system, OMNI, Accounting, Analytical Skills, Health Insurance, Travel
Education
University of Phoenix 2008 — 2012
Bachelor's degree, Accounting and Business/Management
VSHA October 2013 - Present
National Life Group May 2012 - September 2013
Blue Cross and Blue Shield of Vermont August 2008 - December 2011
Comair April 2002 - June 2008
Skills
Customer Service, Microsoft Office, OnBase, AS400 system, OMNI, Accounting, Analytical Skills, Health Insurance, Travel
Education
University of Phoenix 2008 — 2012
Bachelor's degree, Accounting and Business/Management
Beth Davenport-Banocy Beth Davenport-Banocy's National Life Group Experience April 2014 - Present
Job at
Industry Insurance
Experience
National Life Group April 2014 - Present
The Baltimore Life Insurance Company July 2008 - April 2014
Self Employed - Consultant 2002 - April 2014
Spotsylvania High School 2011 - 2013
MetLife November 2008 - May 2009
Best Innovative Underwriting Services, Inc. May 2007 - June 2008
Interviews by Underwriting, Inc. April 2006 - May 2007
Affordable Life Insurance Brokers, Inc. December 2002 - April 2006
Skills
Underwriting, Reinsurance, Insurance, Life Insurance, Term Life Insurance, Claim, Disability Insurance, Health Insurance, General Insurance, Brokers, Claims Management, Property & Casualty..., Critical Illness, Universal Life, Long-term Care, Life Settlements, Impaired Risk, Financial Risk, Whole Life
Education
University of Maryland University College
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
National Life Group April 2014 - Present
The Baltimore Life Insurance Company July 2008 - April 2014
Self Employed - Consultant 2002 - April 2014
Spotsylvania High School 2011 - 2013
MetLife November 2008 - May 2009
Best Innovative Underwriting Services, Inc. May 2007 - June 2008
Interviews by Underwriting, Inc. April 2006 - May 2007
Affordable Life Insurance Brokers, Inc. December 2002 - April 2006
Skills
Underwriting, Reinsurance, Insurance, Life Insurance, Term Life Insurance, Claim, Disability Insurance, Health Insurance, General Insurance, Brokers, Claims Management, Property & Casualty..., Critical Illness, Universal Life, Long-term Care, Life Settlements, Impaired Risk, Financial Risk, Whole Life
Education
University of Maryland University College
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Brenton Lane Brenton Lane's National Life Group Experience June 2011 - Present
Job Financial Advisor at National Life Group
Industry Financial Services
Experience
National Life Group June 2011 - Present
National Financial Services Group June 2011 - January 2015
Film Industry 1990 - December 2010
"Everybody Hates Chris" July 2005 - October 2008
20th Century Fox Pictures September 2002 - March 2003
Skills
Photography
Education
University of Maine 1985 — 1989
Bachelor of Arts (BA), Advertising, Journalism+Broadcasting
National Life Group June 2011 - Present
National Financial Services Group June 2011 - January 2015
Film Industry 1990 - December 2010
"Everybody Hates Chris" July 2005 - October 2008
20th Century Fox Pictures September 2002 - March 2003
Skills
Photography
Education
University of Maine 1985 — 1989
Bachelor of Arts (BA), Advertising, Journalism+Broadcasting
Malkit Sroya, MBA Malkit Sroya, MBA's National Life Group Experience August 2014 - Present
Job Financial Consultant at Alchemy Financial Services
Industry Financial Services
Experience
National Life Group August 2014 - Present
AIG May 2010 - Present
Alchemy Financial Services August 2003 - Present
Grecian Hotels dba Holiday Inn Express & Suites June 2011 - September 2013
IAG Benefits January 2008 - February 2010
Chevron Stations Inc January 2001 - January 2003
Skills
Training, Management, Leadership, Business Development, Sales, Start-ups, Employee Benefits, Accounting, Finance, Policy, Real Estate, Insurance
Education
American College of Financial Services 2011 — 2013
LUTCF, Insurance
University of Phoenix 2000 — 2002
MBA, Global Business Management
University of Phoenix 1998 — 2000
BSBM, Business Management
Yuba College 1988 — 1990
Associate of Science, Mass Communications
National Life Group August 2014 - Present
AIG May 2010 - Present
Alchemy Financial Services August 2003 - Present
Grecian Hotels dba Holiday Inn Express & Suites June 2011 - September 2013
IAG Benefits January 2008 - February 2010
Chevron Stations Inc January 2001 - January 2003
Skills
Training, Management, Leadership, Business Development, Sales, Start-ups, Employee Benefits, Accounting, Finance, Policy, Real Estate, Insurance
Education
American College of Financial Services 2011 — 2013
LUTCF, Insurance
University of Phoenix 2000 — 2002
MBA, Global Business Management
University of Phoenix 1998 — 2000
BSBM, Business Management
Yuba College 1988 — 1990
Associate of Science, Mass Communications
Silvia Carbonell Silvia Carbonell's National Life Group Experience April 2009 - Present
Job Financial Profesional
Industry Insurance
Experience
National Life Group April 2009 - Present
Bolivar Banco,CA September 2003 - October 2006
Banco Mercantil 1999 - 2003
Banco de Venezuela-Grupo Santander 1993 - 1998
Mercantil CA, Banco Universal 1988 - 1993
Banco Exterior C.A. Banco Universal 1985 - 1988
Skills
Life Insurance, New Business Development, Estate Planning, Insurance, Small Business, Strategic Financial..., Fixed Annuities, Business Planning, Retirement Planning, Term Life Insurance, Finance, IRAs, Mutual Funds, Investments, Marketing, Credit, Financial Services, Retirement, Portfolio Management, Banking, Sales, Series 7, Wealth Management, Financial Planners, Marketing Strategy, Financial Planning, 401k, Financial Advisory
Education
Universidad Metropolitana (VE) 1979 — 1985
Bachelor, Business Administration
Colegio Santa Rosa de Lima
National Life Group April 2009 - Present
Bolivar Banco,CA September 2003 - October 2006
Banco Mercantil 1999 - 2003
Banco de Venezuela-Grupo Santander 1993 - 1998
Mercantil CA, Banco Universal 1988 - 1993
Banco Exterior C.A. Banco Universal 1985 - 1988
Skills
Life Insurance, New Business Development, Estate Planning, Insurance, Small Business, Strategic Financial..., Fixed Annuities, Business Planning, Retirement Planning, Term Life Insurance, Finance, IRAs, Mutual Funds, Investments, Marketing, Credit, Financial Services, Retirement, Portfolio Management, Banking, Sales, Series 7, Wealth Management, Financial Planners, Marketing Strategy, Financial Planning, 401k, Financial Advisory
Education
Universidad Metropolitana (VE) 1979 — 1985
Bachelor, Business Administration
Colegio Santa Rosa de Lima
Shuo (Sarah) Yang Shuo (Sarah) Yang's National Life Group Experience June 2013 - February 2014
Job Senior Accountant, Master of Accountancy
Industry Financial Services
Experience
SCIEX (A Danaher Company) August 2015 - Present
Northern Power Systems February 2014 - August 2015
National Life Group June 2013 - February 2014
University of Vermont August 2012 - August 2013
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Tax, Microsoft Office, P&L Analysis, Budget and Forecast, Variance Analysis, US GAAP, IFRS, Auditing, Accounting Information..., Cost Accounting, ERP Software
Education
University of Vermont 2012 — 2013
Master's Degree, Accountancy, 3.60
University of International Business and Economics
Bachelor's Degree, Major in Economics, Minor in Law, 3.30
SCIEX (A Danaher Company) August 2015 - Present
Northern Power Systems February 2014 - August 2015
National Life Group June 2013 - February 2014
University of Vermont August 2012 - August 2013
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Tax, Microsoft Office, P&L Analysis, Budget and Forecast, Variance Analysis, US GAAP, IFRS, Auditing, Accounting Information..., Cost Accounting, ERP Software
Education
University of Vermont 2012 — 2013
Master's Degree, Accountancy, 3.60
University of International Business and Economics
Bachelor's Degree, Major in Economics, Minor in Law, 3.30
Monique Vincent Monique Vincent's National Life Group Experience October 2015 - Present
Job Executive Assistant
Industry Financial Services
Experience
National Life Group October 2015 - Present
National Life Group March 2015 - September 2015
Wilkins Harley-Davidson March 2014 - January 2015
Vermont Department of Children and Families April 2013 - March 2014
Big Brothers Big Sisters May 2011 - December 2012
Janice E. Spada, D.M.D. Reveal Your Smile July 2009 - May 2011
Skills
Fundraising, Social Media, Event Planning, Customer Service, Microsoft Office, PowerPoint, Facebook, Event Management, Graphic Design, Social Networking, Microsoft Word, Editing, Blogging, Public Relations, Creative Writing, Newsletters, Nonprofits, Microsoft Excel, Time Management, Outlook, Marketing, Community Outreach, Gender Studies, Women's Studies, Equality & Diversity
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor's degree, Gender Studies
National Life Group October 2015 - Present
National Life Group March 2015 - September 2015
Wilkins Harley-Davidson March 2014 - January 2015
Vermont Department of Children and Families April 2013 - March 2014
Big Brothers Big Sisters May 2011 - December 2012
Janice E. Spada, D.M.D. Reveal Your Smile July 2009 - May 2011
Skills
Fundraising, Social Media, Event Planning, Customer Service, Microsoft Office, PowerPoint, Facebook, Event Management, Graphic Design, Social Networking, Microsoft Word, Editing, Blogging, Public Relations, Creative Writing, Newsletters, Nonprofits, Microsoft Excel, Time Management, Outlook, Marketing, Community Outreach, Gender Studies, Women's Studies, Equality & Diversity
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor's degree, Gender Studies
Steven Schultz Steven Schultz's National Life Group Experience 2011 - 2014
Job Senior Vice President and Executive Director at Connected Benefits
Industry Insurance
Experience
Connected Benefits September 2014 - Present
National Life Group 2011 - 2014
Sentinel Investements (a member of National Life Group) 2007 - 2011
New England Culinary Institute 2004 - 2007
Husky Injection Molding Systems 2001 - 2004
DCT, Inc 1988 - 2002
Skills
Performance Management, Benefits Administration, Employee Relations, Human Resources, Employee Engagement, Succession Planning, Organizational..., Deferred Compensation, Leadership, Management, Strategic Planning, Leadership Development, Recruiting, HRIS, Team Building, Talent Acquisition, Coaching, Organizational Design, Strategy, Marketing, Onboarding, Workforce Planning, Change Management, 401k, Training, Executive Management, Employee Benefits, Process Improvement, Vendor Management, Executive Pay, Sourcing, Risk Management, Program Management, Talent Management, Insurance, Payroll, Sales, Health Insurance, Business Strategy, Executive Benefit..., Sales Presentations, Customer Service, Financial Services
Education
Senior Professional in Human Resources (SPHR)
University of Michigan
Bachelor of Arts (B.A.), Business Management and Organizational Development, Ann Arbor, Michigan
Connected Benefits September 2014 - Present
National Life Group 2011 - 2014
Sentinel Investements (a member of National Life Group) 2007 - 2011
New England Culinary Institute 2004 - 2007
Husky Injection Molding Systems 2001 - 2004
DCT, Inc 1988 - 2002
Skills
Performance Management, Benefits Administration, Employee Relations, Human Resources, Employee Engagement, Succession Planning, Organizational..., Deferred Compensation, Leadership, Management, Strategic Planning, Leadership Development, Recruiting, HRIS, Team Building, Talent Acquisition, Coaching, Organizational Design, Strategy, Marketing, Onboarding, Workforce Planning, Change Management, 401k, Training, Executive Management, Employee Benefits, Process Improvement, Vendor Management, Executive Pay, Sourcing, Risk Management, Program Management, Talent Management, Insurance, Payroll, Sales, Health Insurance, Business Strategy, Executive Benefit..., Sales Presentations, Customer Service, Financial Services
Education
Senior Professional in Human Resources (SPHR)
University of Michigan
Bachelor of Arts (B.A.), Business Management and Organizational Development, Ann Arbor, Michigan
Ryan O'Leary, CFP ® Ryan O'Leary, CFP ®'s National Life Group Experience September 2006 - September 2009
Job Regional Vice President, Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors September 2015 - Present
Sequoia Financial January 2014 - September 2015
Calton & Associates, Inc. January 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - January 2011
National Life Group September 2006 - September 2009
Raymond James January 2003 - October 2006
T Rowe Price 2001 - January 2003
Skills
Investment Strategies, Strategic Financial..., Equities, Wealth, Investment Advisory, Series 7, Securities, Wealth Management, Series 63, Trading, Financial Modeling, Asset Protection, 401k Rollovers, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Financial Advisory, Hedge Funds, ETFs, Investments, Retirement, Fixed Annuities, Asset Allocation, Bonds, Finance, Loans, Financial Markets, Estate Planning, Uniform Combined State..., FINRA, Financial Services, Insurance, Asset Management, Series 24, Pensions, Disability Insurance, Portfolio Management, Retirement Plan..., Fixed Income, Series 65, Defined Benefit, Life Insurance, Long-term Care, IRAs, Risk Management, Wealth Management..., Wealth Accumulation, Financial Analysis, Relationship Management
Education
University of Florida 1999 — 2001
Master of Science (MS), Business Administration and Management, General
University of Florida 1995 — 1999
B.A., Economics
Mercer Advisors September 2015 - Present
Sequoia Financial January 2014 - September 2015
Calton & Associates, Inc. January 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - January 2011
National Life Group September 2006 - September 2009
Raymond James January 2003 - October 2006
T Rowe Price 2001 - January 2003
Skills
Investment Strategies, Strategic Financial..., Equities, Wealth, Investment Advisory, Series 7, Securities, Wealth Management, Series 63, Trading, Financial Modeling, Asset Protection, 401k Rollovers, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Financial Advisory, Hedge Funds, ETFs, Investments, Retirement, Fixed Annuities, Asset Allocation, Bonds, Finance, Loans, Financial Markets, Estate Planning, Uniform Combined State..., FINRA, Financial Services, Insurance, Asset Management, Series 24, Pensions, Disability Insurance, Portfolio Management, Retirement Plan..., Fixed Income, Series 65, Defined Benefit, Life Insurance, Long-term Care, IRAs, Risk Management, Wealth Management..., Wealth Accumulation, Financial Analysis, Relationship Management
Education
University of Florida 1999 — 2001
Master of Science (MS), Business Administration and Management, General
University of Florida 1995 — 1999
B.A., Economics
Deborah Ellinger Deborah Ellinger's National Life Group Experience 2007 - 2014
Job Former CEO; public company board member; private company investor.
Industry Consumer Goods
Experience
Interpublic Group March 2015 - Present
iRobot 2011 - Present
Ellinger Enterprises 2004 - Present
The Princeton Review 2012 - 2014
National Life Group 2007 - 2014
Sealy Corporation 2010 - 2013
Restoration Hardware 2009 - 2009
Wellness Pet Food 2004 - 2008
Malden Mills 2003 - 2006
CVS Pharmacy 2001 - 2003
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Management Consulting, Corporate Development, Mergers, Private Equity, Start-ups, Business Strategy, Restructuring, Retail, Consumer Products, Executive Management, Product Development, Due Diligence, Corporate Governance, Acquisition Integration, Cross-functional Team..., P&L Management, Business Planning, Strategic Partnerships, Marketing Strategy, Financial Modeling, M&A experience, New Business Development, Operations Management, Merchandising, Negotiation, Competitive Analysis, Corporate Finance, Valuation, Investment Banking, Change Management, Sell Side, Buy-side, FMCG, LBO, Debt, Recapitalizations, Manufacturing, Capital Markets, Buyouts, Growth Capital, International Business, Analytics, Business Process..., Board of Directors, Social Media Marketing, Digital Marketing, Consumer Package Goods
Education
Inner Temple/Council of Legal Education 1985 — 1987
Barrister, Law
University of Cambridge 1977 — 1980
BA/MA, Mathematics, Law
Interpublic Group March 2015 - Present
iRobot 2011 - Present
Ellinger Enterprises 2004 - Present
The Princeton Review 2012 - 2014
National Life Group 2007 - 2014
Sealy Corporation 2010 - 2013
Restoration Hardware 2009 - 2009
Wellness Pet Food 2004 - 2008
Malden Mills 2003 - 2006
CVS Pharmacy 2001 - 2003
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Management Consulting, Corporate Development, Mergers, Private Equity, Start-ups, Business Strategy, Restructuring, Retail, Consumer Products, Executive Management, Product Development, Due Diligence, Corporate Governance, Acquisition Integration, Cross-functional Team..., P&L Management, Business Planning, Strategic Partnerships, Marketing Strategy, Financial Modeling, M&A experience, New Business Development, Operations Management, Merchandising, Negotiation, Competitive Analysis, Corporate Finance, Valuation, Investment Banking, Change Management, Sell Side, Buy-side, FMCG, LBO, Debt, Recapitalizations, Manufacturing, Capital Markets, Buyouts, Growth Capital, International Business, Analytics, Business Process..., Board of Directors, Social Media Marketing, Digital Marketing, Consumer Package Goods
Education
Inner Temple/Council of Legal Education 1985 — 1987
Barrister, Law
University of Cambridge 1977 — 1980
BA/MA, Mathematics, Law
Esmir Palacios Esmir Palacios's National Life Group Experience June 2008 - Present
Job Financial and Real Estate Consultant
Industry Financial Services
Experience
The Keyes Company December 2012 - Present
National Life Group June 2008 - Present
Oil Tech Consulting October 2004 - November 2007
Century 21 March 2004 - September 2004
PDVSA Petroleos de Venezuela S.A. August 2000 - March 2003
PDVSA Petroleos de Venezuela S.A. November 1997 - July 2000
Maraven S.A. January 1997 - October 1997
PDVSA Petroleos de Venezuela S.A. February 1996 - December 1996
Maraven S.A. January 1993 - January 1996
Maraven S.A. April 1990 - December 1992
Skills
Negotiation, Management, Business Strategy, Team Building, Supply Chain Management, Business Planning, New Business Development, Project Planning, Project Management, Analysis, Budgets, Team Leadership, Management Consulting, Contract Negotiation, Strategic Planning, Risk Management, Change Management, Operations Management, Financial Analysis, Forecasting, Marketing Strategy, Sales, Strategic Financial..., Marketing, Real Estate, Finance, Investments, Business Development
Education
Andres Bello Catholic University 2002 — 2005
MBA, Business/Managerial Economics
Universidad Central de Venezuela 1992 — 1994
Master of Petroleum Business Management
Santa Maria University 1986 — 1992
Bachelor of Arts in Economics
The Keyes Company December 2012 - Present
National Life Group June 2008 - Present
Oil Tech Consulting October 2004 - November 2007
Century 21 March 2004 - September 2004
PDVSA Petroleos de Venezuela S.A. August 2000 - March 2003
PDVSA Petroleos de Venezuela S.A. November 1997 - July 2000
Maraven S.A. January 1997 - October 1997
PDVSA Petroleos de Venezuela S.A. February 1996 - December 1996
Maraven S.A. January 1993 - January 1996
Maraven S.A. April 1990 - December 1992
Skills
Negotiation, Management, Business Strategy, Team Building, Supply Chain Management, Business Planning, New Business Development, Project Planning, Project Management, Analysis, Budgets, Team Leadership, Management Consulting, Contract Negotiation, Strategic Planning, Risk Management, Change Management, Operations Management, Financial Analysis, Forecasting, Marketing Strategy, Sales, Strategic Financial..., Marketing, Real Estate, Finance, Investments, Business Development
Education
Andres Bello Catholic University 2002 — 2005
MBA, Business/Managerial Economics
Universidad Central de Venezuela 1992 — 1994
Master of Petroleum Business Management
Santa Maria University 1986 — 1992
Bachelor of Arts in Economics
Peter Weinbaum Peter Weinbaum's National Life Group Experience August 1984 - August 2012
Job Social Security Benefit Analysis, Consulting, Seminars, Advice
Industry Financial Services
Experience
Stillpoint Associates, Ltd. January 2012 - Present
National Life Group August 1984 - August 2012
Vermont Law School July 1980 - July 1984
University of New Hampshire - Department of Residential Life 1973 - 1975
Skills
Social Security, Social Security..., Social Security..., Retirement Planning, Retirement, Social Security Seminars
Education
Harvard University 1963 — 1967
Bachelor of Arts (B.A.), History
University of Michigan Law School 1967 — 1970
Juris Doctor (J.D.), Law
University of New Hampshire 1973 — 1975
Master of Education (M.Ed.), Counseling
Stillpoint Associates, Ltd. January 2012 - Present
National Life Group August 1984 - August 2012
Vermont Law School July 1980 - July 1984
University of New Hampshire - Department of Residential Life 1973 - 1975
Skills
Social Security, Social Security..., Social Security..., Retirement Planning, Retirement, Social Security Seminars
Education
Harvard University 1963 — 1967
Bachelor of Arts (B.A.), History
University of Michigan Law School 1967 — 1970
Juris Doctor (J.D.), Law
University of New Hampshire 1973 — 1975
Master of Education (M.Ed.), Counseling
Eddy Kwak's National Life Group Experience November 2011 - June 2014
Job Experienced Associate at PwC
Industry Financial Services
Experience
PwC July 2014 - Present
National Life Group November 2011 - June 2014
Skills
Actuarial Science, Life Insurance, Insurance, Reinsurance, Term Life Insurance, Disability Insurance, General Insurance, Risk Management
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.S.), Actuarial Science
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Arts (B.A.), Economics
PwC July 2014 - Present
National Life Group November 2011 - June 2014
Skills
Actuarial Science, Life Insurance, Insurance, Reinsurance, Term Life Insurance, Disability Insurance, General Insurance, Risk Management
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.S.), Actuarial Science
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Arts (B.A.), Economics
John Jaye, CLU John Jaye, CLU's National Life Group Experience July 2014 - Present
Job Registered Representative at Equity Services, Inc.
Industry Financial Services
Experience
Equity Services, Inc. September 2014 - Present
National Life Group July 2014 - Present
Dome Financial Services, LTD 2004 - Present
Ameritas Investment Corp. 2005 - September 2014
The MONY Group December 1988 - November 2004
Prudential Financial September 1984 - October 1987
Skills
Investments, Financial Services, Securities, Disability Insurance, Retirement, Life Insurance, Fixed Annuities, FINRA, Finance, Wealth Management, Tax
Education
University of Iowa - Henry B. Tippie College of Business 1973 — 1977
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General and Marketing
Equity Services, Inc. September 2014 - Present
National Life Group July 2014 - Present
Dome Financial Services, LTD 2004 - Present
Ameritas Investment Corp. 2005 - September 2014
The MONY Group December 1988 - November 2004
Prudential Financial September 1984 - October 1987
Skills
Investments, Financial Services, Securities, Disability Insurance, Retirement, Life Insurance, Fixed Annuities, FINRA, Finance, Wealth Management, Tax
Education
University of Iowa - Henry B. Tippie College of Business 1973 — 1977
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General and Marketing
Ben Sanders CPA, CISA, CFE's National Life Group Experience 1998 - Present
Job Senior IT Audit Consultant at National Life Group
Industry Financial Services
Experience
Blues and Beyond October 2004 - Present
National Life Group 1998 - Present
Stowe Mountain Resort 1997 - 1998
Vermont Economic Development Authority 1992 - 1997
Vermont Copier 1990 - 1992
National Life Group 1988 - 1990
BayBank 1985 - 1988
Coopers & Lybrand 1982 - 1985
New York State Comptrollers Office 1980 - 1982
Skills
Audit, Auditing, Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, IT Audit, CISA, Fraud, Risk Assessment, Analysis, Internal Controls, Risk Management, Radio, Management Consulting, Accounting, Business Process..., IT Strategy, Process Improvement, Vendor Management, Data Analysis, Banking, Sarbanes-Oxley, Financial Risk, Financial Analysis, SDLC, Business Process, Information Security..., Strategic Planning, Financial Services, Operational Risk..., Managerial Finance, Business Analysis, Leadership, Insurance, Financial Reporting, Business Intelligence, Financial Modeling, Governance, Mergers & Acquisitions, Change Management, Strategic Financial..., Access, Due Diligence, Executive Management, Program Management
Education
State University of New York at Albany 1976 — 1980
BS, Accounting & Business Administration
Blues and Beyond October 2004 - Present
National Life Group 1998 - Present
Stowe Mountain Resort 1997 - 1998
Vermont Economic Development Authority 1992 - 1997
Vermont Copier 1990 - 1992
National Life Group 1988 - 1990
BayBank 1985 - 1988
Coopers & Lybrand 1982 - 1985
New York State Comptrollers Office 1980 - 1982
Skills
Audit, Auditing, Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, IT Audit, CISA, Fraud, Risk Assessment, Analysis, Internal Controls, Risk Management, Radio, Management Consulting, Accounting, Business Process..., IT Strategy, Process Improvement, Vendor Management, Data Analysis, Banking, Sarbanes-Oxley, Financial Risk, Financial Analysis, SDLC, Business Process, Information Security..., Strategic Planning, Financial Services, Operational Risk..., Managerial Finance, Business Analysis, Leadership, Insurance, Financial Reporting, Business Intelligence, Financial Modeling, Governance, Mergers & Acquisitions, Change Management, Strategic Financial..., Access, Due Diligence, Executive Management, Program Management
Education
State University of New York at Albany 1976 — 1980
BS, Accounting & Business Administration
Scott Maitland, CFP, ChFC, CLU Scott Maitland, CFP, ChFC, CLU's National Life Group Experience 1993 - Present
Job President at Maitland Financial Group
Industry Financial Services
Experience
Maitland Financial Group January 1993 - Present
National Life Group 1993 - Present
Education
University of Oregon 1989 — 1993
Bachelor of Science, Finance
University of Oregon 1989 — 1993
Bachelor of Science, Managment
University of Oregon 1989 — 1993
Bachelor of Science, Marketing
Maitland Financial Group January 1993 - Present
National Life Group 1993 - Present
Education
University of Oregon 1989 — 1993
Bachelor of Science, Finance
University of Oregon 1989 — 1993
Bachelor of Science, Managment
University of Oregon 1989 — 1993
Bachelor of Science, Marketing
Molly Ross's National Life Group Experience September 2015 - Present
Job Marketing Strategist Fluent in IT Systems
Industry Insurance
Experience
National Life Group September 2015 - Present
Union Mutual of Vermont November 2014 - August 2015
Union Mutual of Vermont January 2013 - November 2014
Media Web Consulting December 2011 - January 2013
Technology Support May 2010 - December 2011
Media Web Consulting June 2009 - May 2010
Velocity Merchant Energy, LP September 2008 - May 2009
Access Strategies, Inc. June 2007 - September 2008
Skills
Public Speaking, Budgets, Marketing Strategy, Business Planning, Marketing, Management, Business Development, Project Management, Social Media Marketing, Business Strategy, Social Networking, Microsoft Office, Microsoft Excel, Team Leadership, Social Media, Data Analysis, New Business Development, CRM, Program Management, Strategic Planning, Business Analysis, Analysis, Entrepreneurship, Management Consulting
Education
University of Houston, C.T. Bauer College of Business 2002 — 2007
B.B.A., Marketing
University of Houston, C.T. Bauer College of Business 2002 — 2007
B.B.A., Entreprenuership (#1 ranked in US Princeton Review 2007)
National Life Group September 2015 - Present
Union Mutual of Vermont November 2014 - August 2015
Union Mutual of Vermont January 2013 - November 2014
Media Web Consulting December 2011 - January 2013
Technology Support May 2010 - December 2011
Media Web Consulting June 2009 - May 2010
Velocity Merchant Energy, LP September 2008 - May 2009
Access Strategies, Inc. June 2007 - September 2008
Skills
Public Speaking, Budgets, Marketing Strategy, Business Planning, Marketing, Management, Business Development, Project Management, Social Media Marketing, Business Strategy, Social Networking, Microsoft Office, Microsoft Excel, Team Leadership, Social Media, Data Analysis, New Business Development, CRM, Program Management, Strategic Planning, Business Analysis, Analysis, Entrepreneurship, Management Consulting
Education
University of Houston, C.T. Bauer College of Business 2002 — 2007
B.B.A., Marketing
University of Houston, C.T. Bauer College of Business 2002 — 2007
B.B.A., Entreprenuership (#1 ranked in US Princeton Review 2007)
Jack Ellsworth, CLU, ChFC, AEP Jack Ellsworth, CLU, ChFC, AEP's National Life Group Experience July 1979 - December 1999
Job Sales at Insurance Management Group, Inc.
Industry Financial Services
Experience
Insurance Management Group, Inc. January 2000 - Present
HF Financial 2000 - Present
National Life Group July 1979 - December 1999
Scott Paper Co. 1970 - 1979
Skills
Sales, Leadership, Life Insurance, Employee Benefits, Estate Planning, Disability Insurance, Financial Services, Finance, Health Insurance, Insurance, Financial Advisory, Term Life Insurance, Long-term Care
Education
University of Delaware 1966 — 1970
BS/BA, Finance
Brookfield East High School (WI) and Edina High School (MN) 1961 — 1963
High School Classes, College Prep
Insurance Management Group, Inc. January 2000 - Present
HF Financial 2000 - Present
National Life Group July 1979 - December 1999
Scott Paper Co. 1970 - 1979
Skills
Sales, Leadership, Life Insurance, Employee Benefits, Estate Planning, Disability Insurance, Financial Services, Finance, Health Insurance, Insurance, Financial Advisory, Term Life Insurance, Long-term Care
Education
University of Delaware 1966 — 1970
BS/BA, Finance
Brookfield East High School (WI) and Edina High School (MN) 1961 — 1963
High School Classes, College Prep
Mark P. Juloya Mark P. Juloya's National Life Group Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
National Life Group January 2015 - Present
The Prudential Life Insurance Company of America March 2011 - December 2014
Japan Exchange and Teaching Program(me) (JET) 2004 - 2007
Skills
Insurance, Event Planning, Research, Editing, Social Media, Leadership
Education
University of California, Irvine 1999 — 2003
Bachelor’s Degree, English Literature and Film Studies
National Life Group January 2015 - Present
The Prudential Life Insurance Company of America March 2011 - December 2014
Japan Exchange and Teaching Program(me) (JET) 2004 - 2007
Skills
Insurance, Event Planning, Research, Editing, Social Media, Leadership
Education
University of California, Irvine 1999 — 2003
Bachelor’s Degree, English Literature and Film Studies
J Mark Billian J Mark Billian's National Life Group Experience October 1987 - April 2004
Job Owner, Design Build Vermont
Industry Construction
Experience
Design Build Vermont 2004 - Present
National Life Group October 1987 - April 2004
National Life Group 1988 - 2004
Skills
Kitchen & Bath Design, Weatherization..., Small Space Design, Tile Installation, Project Management, Weatherization, Space Design, Microsoft Office, MS Project, Project Planning, Non-profits, Business Analysis, Social Media, Tiles, Contract Negotiation
Education
University of Maryland College Park 1972 — 1976
Bachelors, Science
Design Build Vermont 2004 - Present
National Life Group October 1987 - April 2004
National Life Group 1988 - 2004
Skills
Kitchen & Bath Design, Weatherization..., Small Space Design, Tile Installation, Project Management, Weatherization, Space Design, Microsoft Office, MS Project, Project Planning, Non-profits, Business Analysis, Social Media, Tiles, Contract Negotiation
Education
University of Maryland College Park 1972 — 1976
Bachelors, Science
Mindy Laybourne's National Life Group Experience December 2007 - February 2008
Job Transportation Engineer at RK&K
Industry Civil Engineering
Experience
RK&K December 2013 - Present
University of Delaware June 2011 - December 2013
University of Delaware January 2010 - December 2013
Villages in Partnership June 2011 - June 2011
PIKE INDUSTRIES, INC June 2010 - August 2010
American Society of Civil Engineers May 2008 - August 2010
National Life Group December 2007 - February 2008
Skills
Matlab, Microsoft Office, GIS, Civil Engineering, Construction, Transportation..., Bridge, Engineering, Structural Analysis, AutoCAD
Education
University of Delaware 2011 — 2013
Masters, Civil Engineering
University of Delaware 2007 — 2011
Bachelor of Civil Engineering, Civil Engineering
RK&K December 2013 - Present
University of Delaware June 2011 - December 2013
University of Delaware January 2010 - December 2013
Villages in Partnership June 2011 - June 2011
PIKE INDUSTRIES, INC June 2010 - August 2010
American Society of Civil Engineers May 2008 - August 2010
National Life Group December 2007 - February 2008
Skills
Matlab, Microsoft Office, GIS, Civil Engineering, Construction, Transportation..., Bridge, Engineering, Structural Analysis, AutoCAD
Education
University of Delaware 2011 — 2013
Masters, Civil Engineering
University of Delaware 2007 — 2011
Bachelor of Civil Engineering, Civil Engineering
Andrew Trainor, F.S.A., C.E.R.A., M.A.A.A. Andrew Trainor, F.S.A., C.E.R.A., M.A.A.A.'s National Life Group Experience January 2013 - Present
Job Actuary at National Life Group
Industry Insurance
Experience
National Life Group January 2013 - Present
Pacific Life November 2010 - December 2012
Lincoln Financial August 2006 - November 2010
Skills
Variable Annuities, Insurance, Retirement, ALM, Enterprise Risk..., Fixed Annuities, Equity Indexed Annuities, Life Insurance, Equity Indexed..., ALFA, TAS, MoSes
Education
University of North Carolina at Greensboro 2003 — 2005
Post Baccalaureate Certificate, Business
Boston College 1993 — 1996
Bachelor's degree, Music
National Life Group January 2013 - Present
Pacific Life November 2010 - December 2012
Lincoln Financial August 2006 - November 2010
Skills
Variable Annuities, Insurance, Retirement, ALM, Enterprise Risk..., Fixed Annuities, Equity Indexed Annuities, Life Insurance, Equity Indexed..., ALFA, TAS, MoSes
Education
University of North Carolina at Greensboro 2003 — 2005
Post Baccalaureate Certificate, Business
Boston College 1993 — 1996
Bachelor's degree, Music
Shane Adams Shane Adams's National Life Group Experience May 2013 - August 2013
Job EZ Links Golf
Industry Sports
Experience
EZ Links Golf September 2013 - Present
National Life Group May 2013 - August 2013
Aflac February 2013 - March 2013
Skills
Whole Life, Term Life Insurance, Universal Life, Long-term Care, Fixed Annuities, Life Insurance, Disability Insurance, Insurance
Education
University of Iowa 2010 — 2012
EZ Links Golf September 2013 - Present
National Life Group May 2013 - August 2013
Aflac February 2013 - March 2013
Skills
Whole Life, Term Life Insurance, Universal Life, Long-term Care, Fixed Annuities, Life Insurance, Disability Insurance, Insurance
Education
University of Iowa 2010 — 2012
Meghan McCormack, MBA, CPA Meghan McCormack, MBA, CPA's National Life Group Experience June 2010 - November 2010
Job Audit Staff at EY
Industry Accounting
Experience
EY August 2013 - Present
Becker June 2012 - June 2013
Becker Professional Education September 2012 - March 2013
Northeast Parent & Child Society February 2012 - March 2013
National Life Group June 2010 - November 2010
Skills
Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Financial Analysis, Microsoft Word, Public Speaking, Financial Reporting, Accounting, Financial Accounting
Education
Union Graduate College 2011 — 2013
MBA, Accounting Focus
St.Michael's College 2007 — 2011
B.S, Accounting
Union Graduate College
MBA; B.S, Accounting; Accounting
EY August 2013 - Present
Becker June 2012 - June 2013
Becker Professional Education September 2012 - March 2013
Northeast Parent & Child Society February 2012 - March 2013
National Life Group June 2010 - November 2010
Skills
Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Financial Analysis, Microsoft Word, Public Speaking, Financial Reporting, Accounting, Financial Accounting
Education
Union Graduate College 2011 — 2013
MBA, Accounting Focus
St.Michael's College 2007 — 2011
B.S, Accounting
Union Graduate College
MBA; B.S, Accounting; Accounting
Steven K. Rabinaw, CPC, QPA, QKA, AIF®'s National Life Group Experience June 2009 - April 2011
Job Senior Retirement Plan Marketing Specialist at Stifel, Nicolaus & Company, Incorporated
Industry Financial Services
Experience
Stifel, Nicolaus January 2012 - Present
National Life Group June 2009 - April 2011
Fidelity Investments November 2006 - May 2009
The MONY Group July 1987 - January 2005
Skills
Retirement, Retirement Planning, Marketing qualified..., Fixed Annuities, Marketing, Employee Benefits, Pensions, Qualified Retirement..., Mutual Funds, Insurance, Series 63, 401k, Series 6, Financial Services, Strategic Financial..., Estate Planning, Financial Advisory, Life Insurance, Strategy, Investments, Wealth Management, Asset Allocation, Investment Advisory, Series 7, FINRA, Defined Benefit, IRAs, Securities
Education
State University of New York at Albany
BA
Stifel, Nicolaus January 2012 - Present
National Life Group June 2009 - April 2011
Fidelity Investments November 2006 - May 2009
The MONY Group July 1987 - January 2005
Skills
Retirement, Retirement Planning, Marketing qualified..., Fixed Annuities, Marketing, Employee Benefits, Pensions, Qualified Retirement..., Mutual Funds, Insurance, Series 63, 401k, Series 6, Financial Services, Strategic Financial..., Estate Planning, Financial Advisory, Life Insurance, Strategy, Investments, Wealth Management, Asset Allocation, Investment Advisory, Series 7, FINRA, Defined Benefit, IRAs, Securities
Education
State University of New York at Albany
BA
David Longfritz David Longfritz's National Life Group Experience July 2013 - Present
Job Head of Marketing and Business Development at National Life Group
Industry Financial Services
Experience
National Life Group July 2013 - Present
John Hancock Financial Services August 2011 - 2013
Retirement Income and Rollover Solutions, John Hancock February 2007 - August 2011
John Hancock Annuities October 2004 - February 2007
Wood Logan Distribution 2000 - 2004
Dunlop Maxfli Sports March 1997 - October 2000
Titleist & Footjoy Worldwide February 1994 - March 1997
Procter & Gamble 1990 - 1994
Merrill Lynch 1983 - 1989
Skills
Competitive Analysis, Strategic Planning, Marketing, Financial Services, Social Media Marketing, Brand Management, Integrated Marketing, Start-ups, Marketing Communications, Strategy, Marketing Strategy, Digital Marketing, Advertising, Mutual Funds, Business Strategy, Social Media, Investments, Management, Brand Development, Product Management, CRM, Email Marketing, Insurance, Mergers & Acquisitions
Education
University of Chicago
Executive Training - Financial and Cost Accounting
The University of Connecticut 1989 — 1991
Master of Business Administration (MBA)
University of Maine 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
National Life Group July 2013 - Present
John Hancock Financial Services August 2011 - 2013
Retirement Income and Rollover Solutions, John Hancock February 2007 - August 2011
John Hancock Annuities October 2004 - February 2007
Wood Logan Distribution 2000 - 2004
Dunlop Maxfli Sports March 1997 - October 2000
Titleist & Footjoy Worldwide February 1994 - March 1997
Procter & Gamble 1990 - 1994
Merrill Lynch 1983 - 1989
Skills
Competitive Analysis, Strategic Planning, Marketing, Financial Services, Social Media Marketing, Brand Management, Integrated Marketing, Start-ups, Marketing Communications, Strategy, Marketing Strategy, Digital Marketing, Advertising, Mutual Funds, Business Strategy, Social Media, Investments, Management, Brand Development, Product Management, CRM, Email Marketing, Insurance, Mergers & Acquisitions
Education
University of Chicago
Executive Training - Financial and Cost Accounting
The University of Connecticut 1989 — 1991
Master of Business Administration (MBA)
University of Maine 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Lila Corby Lila Corby's National Life Group Experience June 2010 - August 2010
Job Strategy Supervisor at PHD Worldwide
Industry Marketing and Advertising
Experience
PHD Worldwide April 2015 - Present
Assembly August 2014 - March 2015
Media Assembly September 2012 - July 2014
MEC June 2011 - August 2012
AlKal Media Group January 2011 - May 2011
FEGS June 2010 - August 2010
National Life Group June 2010 - August 2010
University Of Maryland Tell-A-Terp Call Center September 2009 - December 2009
SalemGlobal Internet Website Marketing June 2009 - August 2009
Skills
Marketing, Social Media, Blogging, SEO, Market Research, Competitive Analysis, Television, Broadcast, Dreamweaver, Budgets, Analysis, Media Planning, Project Planning, Microsoft Excel, Media Buying, Digital Media, Digital Strategy, Integrated Marketing, Media Strategy, Digital Marketing, comScore, Advertising, Social Media Marketing
Education
University of Maryland College Park 2007 — 2011
Bachelor of Arts, Communication
American University of Rome
PHD Worldwide April 2015 - Present
Assembly August 2014 - March 2015
Media Assembly September 2012 - July 2014
MEC June 2011 - August 2012
AlKal Media Group January 2011 - May 2011
FEGS June 2010 - August 2010
National Life Group June 2010 - August 2010
University Of Maryland Tell-A-Terp Call Center September 2009 - December 2009
SalemGlobal Internet Website Marketing June 2009 - August 2009
Skills
Marketing, Social Media, Blogging, SEO, Market Research, Competitive Analysis, Television, Broadcast, Dreamweaver, Budgets, Analysis, Media Planning, Project Planning, Microsoft Excel, Media Buying, Digital Media, Digital Strategy, Integrated Marketing, Media Strategy, Digital Marketing, comScore, Advertising, Social Media Marketing
Education
University of Maryland College Park 2007 — 2011
Bachelor of Arts, Communication
American University of Rome
Lance Hartz Lance Hartz's National Life Group Experience March 2007 - August 2007
Job Associate Applications Developer
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase January 2013 - Present
JPMorgan Chase August 2010 - December 2012
JPMorgan Chase August 2007 - August 2010
National Life Group March 2007 - August 2007
MetLife Financial Services May 2006 - March 2007
Skills
Mutual Funds, Securities, Series 7, Brokerage, Investments, FINRA, Series 24, Wealth Management, Financial Services, Annuity, Retirement, Trading, Investment Advisory, Business Analysis, Finance, Long Term Care, Term Life Insurance, Investment Products, Health Insurance, Series 63, Insurance, Annuities, Equities, Disability Insurance, Customer Relations, Customer Service, PowerPoint, Fixed Income, Series 6, Microsoft Office, Bonds, Options, Life Insurance, Series 65, Sales, Wealth Management..., Middle Office, Training, Business Requirements, Alternative Investments, Java Enterprise Edition, Java, JavaScript, Java Web Services, Adobe Acrobat, Adobe LiveCycle Designer, Adobe Creative Suite, XML, Informatica, Flash
Education
University of Illinois at Urbana-Champaign 2001 — 2006
BA, Economics
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase January 2013 - Present
JPMorgan Chase August 2010 - December 2012
JPMorgan Chase August 2007 - August 2010
National Life Group March 2007 - August 2007
MetLife Financial Services May 2006 - March 2007
Skills
Mutual Funds, Securities, Series 7, Brokerage, Investments, FINRA, Series 24, Wealth Management, Financial Services, Annuity, Retirement, Trading, Investment Advisory, Business Analysis, Finance, Long Term Care, Term Life Insurance, Investment Products, Health Insurance, Series 63, Insurance, Annuities, Equities, Disability Insurance, Customer Relations, Customer Service, PowerPoint, Fixed Income, Series 6, Microsoft Office, Bonds, Options, Life Insurance, Series 65, Sales, Wealth Management..., Middle Office, Training, Business Requirements, Alternative Investments, Java Enterprise Edition, Java, JavaScript, Java Web Services, Adobe Acrobat, Adobe LiveCycle Designer, Adobe Creative Suite, XML, Informatica, Flash
Education
University of Illinois at Urbana-Champaign 2001 — 2006
BA, Economics
Glen Gehrkens, PHR, SHRM-CP Glen Gehrkens, PHR, SHRM-CP's National Life Group Experience May 2008 - November 2008
Job Human Resources Manager at Twinstate Technologies®
Industry Computer Software
Experience
Twinstate Technologies® September 2015 - Present
MyWebGrocer May 2011 - September 2015
Volt Workforce Solutions December 2008 - February 2010
National Life Group May 2008 - November 2008
Taylor Grey Inc. November 2007 - April 2008
Michael Page March 2004 - June 2007
RJS Associates February 2002 - March 2003
McIntyre Associates January 2000 - February 2002
Connecticut Army National Guard May 1992 - May 2000
Skills
E-commerce, Applicant Tracking..., Process Improvement, Metrics, Employee Relations, Compensation, Performance Management, Onboarding, HR Policies, Talent Acquisition, Salary, Recruiting, Interviews, Talent Management, Contract Recruitment, Strategy, Human Resources, Management, Deferred Compensation, Temporary Placement, College Recruiting, Account Management
Education
The University of Connecticut
BA, English
Pomperaug HS
Twinstate Technologies® September 2015 - Present
MyWebGrocer May 2011 - September 2015
Volt Workforce Solutions December 2008 - February 2010
National Life Group May 2008 - November 2008
Taylor Grey Inc. November 2007 - April 2008
Michael Page March 2004 - June 2007
RJS Associates February 2002 - March 2003
McIntyre Associates January 2000 - February 2002
Connecticut Army National Guard May 1992 - May 2000
Skills
E-commerce, Applicant Tracking..., Process Improvement, Metrics, Employee Relations, Compensation, Performance Management, Onboarding, HR Policies, Talent Acquisition, Salary, Recruiting, Interviews, Talent Management, Contract Recruitment, Strategy, Human Resources, Management, Deferred Compensation, Temporary Placement, College Recruiting, Account Management
Education
The University of Connecticut
BA, English
Pomperaug HS
Vincent Mongare Vincent Mongare's National Life Group Experience 2010 - 2015
Job AGENCY MARKETING DIRECTOR at AMERICAN CLASSIC AGENCYRecruiting, Training and Sales
Industry Financial Services
Experience
AMERICAN CLASSIC AGENCY July 2014 - Present
National Life Group 2010 - 2015
National Life Group 2010 - 2015
American Classic Agency June 2011 - July 2014
MARYLAND DEPARTMENT OF ENVIRONMENT March 2007 - April 2014
Skills
Annuities, Insurance, Financial Planning, Long Term Care, Fixed Annuities, Long-term Care, Retirement Planning, Employee Benefits, Retirement, Critical Illness, Investments, Health Insurance, Life Insurance, Universal Life, Estate Planning, Disability Insurance, mortgage protection, Long Term Care Insurance, Term Life Insurance, Small Business, Strategic Financial..., General Insurance, Mortgage Marketing, Underwriting, Wealth, Whole Life, Marketing, Team Building, Sales, Leadership
Education
University of Nairobi 1990 — 1994
Bachelor of Applied Science (B.A.Sc.)
Kisii high school
st.mary's Yala
AMERICAN CLASSIC AGENCY July 2014 - Present
National Life Group 2010 - 2015
National Life Group 2010 - 2015
American Classic Agency June 2011 - July 2014
MARYLAND DEPARTMENT OF ENVIRONMENT March 2007 - April 2014
Skills
Annuities, Insurance, Financial Planning, Long Term Care, Fixed Annuities, Long-term Care, Retirement Planning, Employee Benefits, Retirement, Critical Illness, Investments, Health Insurance, Life Insurance, Universal Life, Estate Planning, Disability Insurance, mortgage protection, Long Term Care Insurance, Term Life Insurance, Small Business, Strategic Financial..., General Insurance, Mortgage Marketing, Underwriting, Wealth, Whole Life, Marketing, Team Building, Sales, Leadership
Education
University of Nairobi 1990 — 1994
Bachelor of Applied Science (B.A.Sc.)
Kisii high school
st.mary's Yala
Derek Martisus's National Life Group Experience 2000 - 2004
Job Small Captives Sales Leader, SVP at Marsh & McLennan Agency
Industry Insurance
Experience
Marsh & McLennan Agency October 2013 - Present
Performa Limited (US), LLC July 2012 - September 2013
Dwight Asset Management August 2010 - May 2012
Marsh McLennan August 2007 - August 2010
Marsh June 2004 - August 2007
National Life Group 2000 - 2004
Education
University of Notre Dame 1992 — 1996
BS, Mathematics
AuSable Valley Central School
Marsh & McLennan Agency October 2013 - Present
Performa Limited (US), LLC July 2012 - September 2013
Dwight Asset Management August 2010 - May 2012
Marsh McLennan August 2007 - August 2010
Marsh June 2004 - August 2007
National Life Group 2000 - 2004
Education
University of Notre Dame 1992 — 1996
BS, Mathematics
AuSable Valley Central School
Chris Newbern's National Life Group Experience October 2012 - Present
Job Marketing Manager at National Life Group
Industry Insurance
Experience
National Life Group October 2012 - Present
National Life Group February 2007 - Present
National Life Group February 2010 - October 2012
National Life Group April 2002 - February 2007
Mark of Distinction February 2001 - April 2001
Datamax January 1998 - January 2001
Skills
Fixed Annuities, Retirement Planning, Retirement, Strategic Financial..., Life Insurance, Insurance, Disability Insurance, Series 63, Marketing, IRAs, Employee Benefits, 401k, Product Management, Term Life Insurance, Sales
Education
University of North Texas 1993 — 1997
Bachelors, Business / Marketing
National Life Group October 2012 - Present
National Life Group February 2007 - Present
National Life Group February 2010 - October 2012
National Life Group April 2002 - February 2007
Mark of Distinction February 2001 - April 2001
Datamax January 1998 - January 2001
Skills
Fixed Annuities, Retirement Planning, Retirement, Strategic Financial..., Life Insurance, Insurance, Disability Insurance, Series 63, Marketing, IRAs, Employee Benefits, 401k, Product Management, Term Life Insurance, Sales
Education
University of North Texas 1993 — 1997
Bachelors, Business / Marketing
Amanda Mallan's National Life Group Experience May 2015 - Present
Job Managing Director at National Life Group
Industry Insurance
Experience
National Life Group May 2015 - Present
Emerald Financial Resources, MassMutual Financial Group December 2014 - April 2015
Combined Life Insurance Company of New York March 2011 - November 2014
Neiger LLP May 2010 - July 2011
Moses & Singer LLP 2007 - 2009
McCarter & English, LLP 2007 - 2009
Pillsbury Winthrop Shaw Pittman LLP 2002 - 2005
Skills
Financial Planning, Life & Health Insurance..., Disability Insurance, Long Term Care Insurance, Life Insurance, Term Life Insurance, Indexed Universal Life..., Section 79 Plans, Captive Insurance, Premium Financing, Qualified and...
Education
The College of William and Mary 1999 — 2002
Juris Doctor (J.D.), Law
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), French Language and Literature, Phi Beta Kappa, Eta of California
National Life Group May 2015 - Present
Emerald Financial Resources, MassMutual Financial Group December 2014 - April 2015
Combined Life Insurance Company of New York March 2011 - November 2014
Neiger LLP May 2010 - July 2011
Moses & Singer LLP 2007 - 2009
McCarter & English, LLP 2007 - 2009
Pillsbury Winthrop Shaw Pittman LLP 2002 - 2005
Skills
Financial Planning, Life & Health Insurance..., Disability Insurance, Long Term Care Insurance, Life Insurance, Term Life Insurance, Indexed Universal Life..., Section 79 Plans, Captive Insurance, Premium Financing, Qualified and...
Education
The College of William and Mary 1999 — 2002
Juris Doctor (J.D.), Law
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), French Language and Literature, Phi Beta Kappa, Eta of California
Liz Pavlik's National Life Group Experience April 2006 - March 2014
Job President at Broker Dealer Strategies, LLC
Industry Information Technology and Services
Experience
Broker Dealer Strategies, LLC March 2014 - Present
National Life Group April 2006 - March 2014
New York Life Insurance Company June 2000 - April 2006
New York Life Insurance Company June 1999 - June 2000
Skills
Business Analysis, SDLC, Vendor Management, Change Management, Project Management, IT Strategy, Data Warehousing, Team Leadership, Requirements Analysis, Leadership
Education
University of California, San Diego 1992 — 1995
Bachelor of Science (BS), Information Technology
Sunapee High School 1989 — 1992
Broker Dealer Strategies, LLC March 2014 - Present
National Life Group April 2006 - March 2014
New York Life Insurance Company June 2000 - April 2006
New York Life Insurance Company June 1999 - June 2000
Skills
Business Analysis, SDLC, Vendor Management, Change Management, Project Management, IT Strategy, Data Warehousing, Team Leadership, Requirements Analysis, Leadership
Education
University of California, San Diego 1992 — 1995
Bachelor of Science (BS), Information Technology
Sunapee High School 1989 — 1992
Suzanne Krenz's National Life Group Experience September 2011 - Present
Job Director Marketing at National Life Group
Industry Financial Services
Experience
National Life Group September 2011 - Present
Arnerich Massena & Associates 1995 - Present
LHC Group 2010 - 2011
PEAK Consulting August 2010 - September 2010
MidSouth Bank 2007 - 2010
AIG VALIC 2004 - 2007
Charles Schwab 1997 - 2004
Skills
Marketing Strategy, Strategy, Competitive Analysis, Strategic Planning, Product Marketing, Marketing, Analytics, Management, Leadership, Product Management, Market Research, Advertising, Program Management, Marketing Communications, Insurance, Brand Management, Investments, Integrated Marketing, Financial Services, Sales, Change Management, Mergers & Acquisitions, CRM, Business Development, Strategic Partnerships, Business Planning
Education
University of California, Riverside 1980 — 1984
BS, Economics
National Life Group September 2011 - Present
Arnerich Massena & Associates 1995 - Present
LHC Group 2010 - 2011
PEAK Consulting August 2010 - September 2010
MidSouth Bank 2007 - 2010
AIG VALIC 2004 - 2007
Charles Schwab 1997 - 2004
Skills
Marketing Strategy, Strategy, Competitive Analysis, Strategic Planning, Product Marketing, Marketing, Analytics, Management, Leadership, Product Management, Market Research, Advertising, Program Management, Marketing Communications, Insurance, Brand Management, Investments, Integrated Marketing, Financial Services, Sales, Change Management, Mergers & Acquisitions, CRM, Business Development, Strategic Partnerships, Business Planning
Education
University of California, Riverside 1980 — 1984
BS, Economics
Kim Grinsted's National Life Group Experience 2012 - 2013
Job Officer at Torus Systems Inc.
Industry Information Technology and Services
Experience
Protective Life 2013 - Present
MMG Properties January 2000 - Present
Torus Computing Inc. January 1994 - Present
National Life Group 2012 - 2013
Transamerica September 2011 - 2013
ING through Torus Computing 2004 - 2009
Legacy Marketing Group 2000 - 2003
GE Financial Assurance 1998 - 2000
Aegon USA 1994 - 1998
Vantage / Continuum 1987 - 1994
Skills
MS Project, Analysis, Software Project..., Project Planning, Business Analysis, Access, Requirements Gathering, Requirements Analysis, Business Requirements, Microsoft Office, Project Implementation, Project Coordination, Software Quality..., MS Office Suite, Excel, Requirements Management, Annuities, Variable Annuities, Life Insurance, Vantage One System, DSS, IBM ReqPro Requirements..., IBM RQM Database, SQL, Fixed Annuities, Decision Support, Microsoft Excel, Project Management, SDLC, Systems Analysis, User Acceptance Testing, Software Documentation, Databases, Testing, PMO, Visio, Training, LifeComm
Education
University of Nebraska-Lincoln
Bachelor's degree, Business Administration and Management, General
Protective Life 2013 - Present
MMG Properties January 2000 - Present
Torus Computing Inc. January 1994 - Present
National Life Group 2012 - 2013
Transamerica September 2011 - 2013
ING through Torus Computing 2004 - 2009
Legacy Marketing Group 2000 - 2003
GE Financial Assurance 1998 - 2000
Aegon USA 1994 - 1998
Vantage / Continuum 1987 - 1994
Skills
MS Project, Analysis, Software Project..., Project Planning, Business Analysis, Access, Requirements Gathering, Requirements Analysis, Business Requirements, Microsoft Office, Project Implementation, Project Coordination, Software Quality..., MS Office Suite, Excel, Requirements Management, Annuities, Variable Annuities, Life Insurance, Vantage One System, DSS, IBM ReqPro Requirements..., IBM RQM Database, SQL, Fixed Annuities, Decision Support, Microsoft Excel, Project Management, SDLC, Systems Analysis, User Acceptance Testing, Software Documentation, Databases, Testing, PMO, Visio, Training, LifeComm
Education
University of Nebraska-Lincoln
Bachelor's degree, Business Administration and Management, General
Shelia Cleary's National Life Group Experience January 2009 - Present
Job 2nd Vice President, Recognition and Conferences
Industry Marketing and Advertising
Experience
National Life Group January 2009 - Present
Shelia Cleary Associates 2000 - Present
Topnotch Resort and Spa 2005 - 2008
Sheraton Burlington Hotel & Conference Center 1997 - 2000
Lodging North, Inc. Sheraton Burlington Hotel and Conference Center 1988 - 1997
Skills
Marketing, Strategy, Marketing Strategy, Social Media, Public Relations, Event Planning, Advertising, Customer Service, Event Management, Sales, Management, Trade Shows, Sponsorship
Education
University of Kentucky
B.A.
National Life Group January 2009 - Present
Shelia Cleary Associates 2000 - Present
Topnotch Resort and Spa 2005 - 2008
Sheraton Burlington Hotel & Conference Center 1997 - 2000
Lodging North, Inc. Sheraton Burlington Hotel and Conference Center 1988 - 1997
Skills
Marketing, Strategy, Marketing Strategy, Social Media, Public Relations, Event Planning, Advertising, Customer Service, Event Management, Sales, Management, Trade Shows, Sponsorship
Education
University of Kentucky
B.A.
Sabrina Donnelly's National Life Group Experience April 2012 - Present
Job at ADP
Industry Information Technology and Services
Experience
ADP May 2013 - Present
National Life Group April 2012 - Present
Skills
Strategic Planning, Community Engagement, Market Research, Marketing Communications, Project Management, Analytics, Social Media Marketing, Marketing Strategy, Marketing, Email Marketing, Corporate Communications, Change Management, Project Planning, Strategic Communications
Education
University of Houston-Clear Lake 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
ADP May 2013 - Present
National Life Group April 2012 - Present
Skills
Strategic Planning, Community Engagement, Market Research, Marketing Communications, Project Management, Analytics, Social Media Marketing, Marketing Strategy, Marketing, Email Marketing, Corporate Communications, Change Management, Project Planning, Strategic Communications
Education
University of Houston-Clear Lake 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Frank Driscoll's National Life Group Experience March 2011 - May 2012
Job Project Manager at lululemon athletica
Industry Management Consulting
Experience
Discovery Bicycle Tours May 2014 - Present
Decision Support September 1988 - Present
lululemon athletica January 2015 - May 2015
Decision Support September 2012 - June 2013
National Life Group March 2011 - May 2012
Burton Snowboards February 2008 - August 2009
Stanford University Hospital and Medical School April 2006 - March 2008
Skills
Process Improvement, Program Management, Leadership, Forecasting, SDLC, Cross-functional Team..., Business Analysis, Management, Project Planning, Change Management, Supply Chain, Project Management, Business Process..., Healthcare, PMO, Software Documentation, Logistics, Product Development, Requirements Analysis, Vendor Management, Strategic Planning, PMP, Team Building, Manufacturing, Business Process, Integration, MS Project, Business Intelligence, Management Consulting
Education
University of Vermont 1974 — 1975
Master of Education (MEd), Administration & Planning
Tufts University 1966 — 1970
BA, Economics
Discovery Bicycle Tours May 2014 - Present
Decision Support September 1988 - Present
lululemon athletica January 2015 - May 2015
Decision Support September 2012 - June 2013
National Life Group March 2011 - May 2012
Burton Snowboards February 2008 - August 2009
Stanford University Hospital and Medical School April 2006 - March 2008
Skills
Process Improvement, Program Management, Leadership, Forecasting, SDLC, Cross-functional Team..., Business Analysis, Management, Project Planning, Change Management, Supply Chain, Project Management, Business Process..., Healthcare, PMO, Software Documentation, Logistics, Product Development, Requirements Analysis, Vendor Management, Strategic Planning, PMP, Team Building, Manufacturing, Business Process, Integration, MS Project, Business Intelligence, Management Consulting
Education
University of Vermont 1974 — 1975
Master of Education (MEd), Administration & Planning
Tufts University 1966 — 1970
BA, Economics
Jenkins, Carolyn's National Life Group Experience 1987 - 2012
Job 2nd VP Operations at Life of the Southwest
Industry Insurance
Experience
Life of the Southwest April 1987 - Present
National Life Group 1987 - 2012
Sears, Roebuck and Co. June 1978 - April 1987
USAA October 1985 - March 1987
Skills
Actuarial Science, Fixed Annuities, Retirement, Management, Insurance, Life Insurance, Reinsurance, Retirement Planning, Risk Management, Financial Risk, Term Life Insurance
Education
The University of Texas at San Antonio 1979 — 1985
Bachelor of Science, Mathematics and Statistics
Life of the Southwest April 1987 - Present
National Life Group 1987 - 2012
Sears, Roebuck and Co. June 1978 - April 1987
USAA October 1985 - March 1987
Skills
Actuarial Science, Fixed Annuities, Retirement, Management, Insurance, Life Insurance, Reinsurance, Retirement Planning, Risk Management, Financial Risk, Term Life Insurance
Education
The University of Texas at San Antonio 1979 — 1985
Bachelor of Science, Mathematics and Statistics
Eric Sandberg's National Life Group Experience September 2012 - Present
Job Chief Actuary at National Life Group
Industry Insurance
Experience
National Life Group September 2012 - Present
Transamerica June 2011 - September 2012
AEGON April 2009 - July 2011
AEGON America's April 2005 - April 2009
Clark Consulting 2001 - 2004
Great-West Life June 1995 - December 2001
Education
University of Colorado Denver 1999 — 2000
MS, Accounting
University of Wisconsin-Madison - School of Business 1991 — 1995
BBA, Actuarial Science
National Life Group September 2012 - Present
Transamerica June 2011 - September 2012
AEGON April 2009 - July 2011
AEGON America's April 2005 - April 2009
Clark Consulting 2001 - 2004
Great-West Life June 1995 - December 2001
Education
University of Colorado Denver 1999 — 2000
MS, Accounting
University of Wisconsin-Madison - School of Business 1991 — 1995
BBA, Actuarial Science
Ward Kinne's National Life Group Experience January 1997 - June 1998
Job President, Heritage Advisors, LLC
Industry Financial Services
Experience
Heritage Advisors, LLC June 2004 - Present
Heartland Financial Group February 2002 - April 2004
Principal Financial Group June 1998 - January 2002
National Life Group January 1997 - June 1998
Albany Financial Group May 1996 - January 1997
Griffin Financial Group May 1994 - May 1996
Northwestern Mutual May 1990 - May 1994
Skills
Retirement Planning, Investments, Strategic Planning, Insurance, Small Business, Financial Advisory, Customer Service, Leadership, Business Planning, Fixed Annuities, New Business Development, Team Building, Financial Analysis, Marketing, Start-ups, Retirement, Finance
Education
State University of New York at Albany 1984 — 1985
Social Welfare
State University of New York, Jefferson 1982 — 1984
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Heritage Advisors, LLC June 2004 - Present
Heartland Financial Group February 2002 - April 2004
Principal Financial Group June 1998 - January 2002
National Life Group January 1997 - June 1998
Albany Financial Group May 1996 - January 1997
Griffin Financial Group May 1994 - May 1996
Northwestern Mutual May 1990 - May 1994
Skills
Retirement Planning, Investments, Strategic Planning, Insurance, Small Business, Financial Advisory, Customer Service, Leadership, Business Planning, Fixed Annuities, New Business Development, Team Building, Financial Analysis, Marketing, Start-ups, Retirement, Finance
Education
State University of New York at Albany 1984 — 1985
Social Welfare
State University of New York, Jefferson 1982 — 1984
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Lucretia Windom's National Life Group Experience January 2015 - Present
Job Director of Strategic Relationships
Industry Financial Services
Experience
National Life Group January 2015 - Present
AXA Equitable May 2011 - December 2014
Skills
Insurance, Strategic Planning
Education
Troy State University 1999 — 2000
MA, Public Adminstration
University of Central Florida 1988 — 1993
BA, Public Admin
National Life Group January 2015 - Present
AXA Equitable May 2011 - December 2014
Skills
Insurance, Strategic Planning
Education
Troy State University 1999 — 2000
MA, Public Adminstration
University of Central Florida 1988 — 1993
BA, Public Admin
janet astore's National Life Group Experience September 2007 - Present
Job Director at National Life Group
Industry Insurance
Experience
National Life Insurance Company September 2007 - Present
National Life Group September 2007 - Present
Vermont Federal Credit Union 2003 - 2007
Citibank 1996 - 1999
Sakura Bank 1993 - 1996
Dai Ichi Kangyo Bank 1989 - 1992
Citicorp 1983 - 1986
Nagoya YMCA 1978 - 1981
Skills
Accounting, Budgeting, Team Building, Database Administration, Corporate Tax, Forecasting, Budgets, Leadership
Education
SUNY Albany 1981 — 1983
Master's degree, Accounting and Business/Management
Cornell University 1974 — 1978
BS, Adult and Community Education
Niskayuna 1970 — 1974
National Life Insurance Company September 2007 - Present
National Life Group September 2007 - Present
Vermont Federal Credit Union 2003 - 2007
Citibank 1996 - 1999
Sakura Bank 1993 - 1996
Dai Ichi Kangyo Bank 1989 - 1992
Citicorp 1983 - 1986
Nagoya YMCA 1978 - 1981
Skills
Accounting, Budgeting, Team Building, Database Administration, Corporate Tax, Forecasting, Budgets, Leadership
Education
SUNY Albany 1981 — 1983
Master's degree, Accounting and Business/Management
Cornell University 1974 — 1978
BS, Adult and Community Education
Niskayuna 1970 — 1974
Cathy Shires's National Life Group Experience November 2014 - Present
Job VP Life Product Development and Actuarial Development Officer at National Life Group
Industry Financial Services
Experience
National Life Group November 2014 - Present
Delaware Life August 2013 - October 2014
Sun Life Financial April 2012 - August 2013
Sun Life Financial July 2008 - April 2012
Milliman 1999 - 2002
Wisconsin Physician Service 1991 - 1992
CIGNA 1986 - 1987
Skills
Actuarial, Insurance, Valuation, Actuarial Science, Financial Reporting, Capital Management, Mergers & Acquisitions, Health Insurance, Financial Analysis, Internal Controls, Corporate Governance
Education
University of Iowa 1982 — 1986
Bachelor of Science (BS), Actuarial Science
National Life Group November 2014 - Present
Delaware Life August 2013 - October 2014
Sun Life Financial April 2012 - August 2013
Sun Life Financial July 2008 - April 2012
Milliman 1999 - 2002
Wisconsin Physician Service 1991 - 1992
CIGNA 1986 - 1987
Skills
Actuarial, Insurance, Valuation, Actuarial Science, Financial Reporting, Capital Management, Mergers & Acquisitions, Health Insurance, Financial Analysis, Internal Controls, Corporate Governance
Education
University of Iowa 1982 — 1986
Bachelor of Science (BS), Actuarial Science
Felipe Cartagena I.'s National Life Group Experience June 2007 - Present
Job International Sales at F.A.C.I., LLC.
Industry Financial Services
Experience
Seguros Sin Fronteras September 2011 - Present
Generali International March 2010 - Present
Pan-American Life Insurance Company March 2010 - Present
Transamerica Life Insurance Company September 2009 - Present
World of America Global Partner August 2009 - Present
American Fidelity February 2009 - Present
American Fidelity International (Bermuda) Ltd. February 2009 - Present
Best Doctors January 2009 - Present
National Life Group June 2007 - Present
Skills
Strategic Financial...
Education
UNPHU 1968 — 1970
BBA
Universidad APEC 1965 — 1967
BBA, Business
Seguros Sin Fronteras September 2011 - Present
Generali International March 2010 - Present
Pan-American Life Insurance Company March 2010 - Present
Transamerica Life Insurance Company September 2009 - Present
World of America Global Partner August 2009 - Present
American Fidelity February 2009 - Present
American Fidelity International (Bermuda) Ltd. February 2009 - Present
Best Doctors January 2009 - Present
National Life Group June 2007 - Present
Skills
Strategic Financial...
Education
UNPHU 1968 — 1970
BBA
Universidad APEC 1965 — 1967
BBA, Business
Danielle Brochu's National Life Group Experience September 2013 - Present
Job Producer Compensation, Team Lead at National Life Group
Industry Financial Services
Experience
National Life Group September 2013 - Present
National Life Group May 2004 - September 2013
Walker Construction April 2001 - April 2004
Alzheimer's Association® September 2002 - April 2003
Charter Communications September 2000 - March 2001
Passumpsic Savings Bank February 2000 - September 2000
Skills
Payroll, Accounts Receivable, QuickBooks, Accounting, Sarbanes-Oxley Act, Internal Controls, Account Reconciliation, Accounts Payable, Microsoft Excel, Invoicing, Payroll Taxes, General Ledger, Journal Entries, Balance, Credit, Expenses, Access, Payments, Administrative..., Deposits, AML, 10 Key, Small Business, Bank Reconciliation, Microsoft Publisher, Leadership, Pivot Tables, Training, Customer Service, Team Building, Garnishments, OnBase, Mainframe, New Hire Training, Confidentiality, Team Leadership, Year-end Close, PowerPoint, Invoice Processing, New Hires, Employee Training, Process Improvement, Microsoft Office
Education
University of Phoenix 2010 — 2012
Associates, Accounting
National Life Group September 2013 - Present
National Life Group May 2004 - September 2013
Walker Construction April 2001 - April 2004
Alzheimer's Association® September 2002 - April 2003
Charter Communications September 2000 - March 2001
Passumpsic Savings Bank February 2000 - September 2000
Skills
Payroll, Accounts Receivable, QuickBooks, Accounting, Sarbanes-Oxley Act, Internal Controls, Account Reconciliation, Accounts Payable, Microsoft Excel, Invoicing, Payroll Taxes, General Ledger, Journal Entries, Balance, Credit, Expenses, Access, Payments, Administrative..., Deposits, AML, 10 Key, Small Business, Bank Reconciliation, Microsoft Publisher, Leadership, Pivot Tables, Training, Customer Service, Team Building, Garnishments, OnBase, Mainframe, New Hire Training, Confidentiality, Team Leadership, Year-end Close, PowerPoint, Invoice Processing, New Hires, Employee Training, Process Improvement, Microsoft Office
Education
University of Phoenix 2010 — 2012
Associates, Accounting
Ashley Wilbanks's National Life Group Experience
Job Automation Service Specialist Programmer/Analyst at National Life Group
Industry Financial Services
Experience
National Life Group
Skills
Insurance, Fixed Annuities
Education
University of Mississippi
National Life Group
Skills
Insurance, Fixed Annuities
Education
University of Mississippi
Sharlene Mazza's National Life Group Experience September 2014 - Present
Job Compliance Director at National Life Group
Industry Financial Services
Experience
National Life Group September 2014 - Present
JPMorgan Chase June 2013 - September 2014
Nationwide Financial January 2005 - June 2013
AIG November 1996 - December 2004
Skills
Insurance, Series 7, Customer Service, Auditing, Internal Audit, Analysis, Leadership, AML, Management, Training, Financial Services, Internal Controls, FINRA
Education
University of Delaware
Bachelor of Arts, Political Science and History
Wilmington University
Master of Business Administration (M.B.A.), Organizational Leadership
National Life Group September 2014 - Present
JPMorgan Chase June 2013 - September 2014
Nationwide Financial January 2005 - June 2013
AIG November 1996 - December 2004
Skills
Insurance, Series 7, Customer Service, Auditing, Internal Audit, Analysis, Leadership, AML, Management, Training, Financial Services, Internal Controls, FINRA
Education
University of Delaware
Bachelor of Arts, Political Science and History
Wilmington University
Master of Business Administration (M.B.A.), Organizational Leadership
Arshad Khattak's National Life Group Experience 2002 - 2004
Job Independent Trader at SelfEmployed
Industry Financial Services
Experience
Self-Employed Financial AdvisorMorgan Stanley Smith Barney2004 - 2008
National Life Group 2002 - 2004
Education
University of Houston
BA, Business
Self-Employed Financial AdvisorMorgan Stanley Smith Barney2004 - 2008
National Life Group 2002 - 2004
Education
University of Houston
BA, Business
Michael J. Sokol, CPA's National Life Group Experience May 2012 - August 2012
Job Senior Audit Associate at Johnson Lambert LLP
Industry Accounting
Experience
Johnson Lambert LLP August 2015 - Present
Johnson Lambert LLP December 2013 - August 2015
Green Mountain Coffee Roasters May 2013 - September 2013
Robert P. Stiller School of Business at Champlain College September 2010 - May 2013
National Life Group May 2012 - August 2012
FINIS, Inc. April 2011 - June 2011
FINIS, Inc. April 2010 - August 2010
Skills
Variance Analysis, Capital Budgeting, Eco Budgeting, Consolidations, Time Management, Journal Entries, Closing Entries, Microsoft Word, Microsoft Excel, SQL, Microsoft Outlook, Microsoft PowerPoint, US GAAP, IFRS, Lease Accounting, Social Media, Sports, Social Media Marketing, Management, Microsoft Office, Outlook, PowerPoint, Accounting, Finance, Consolidation, Sports Marketing, Sales
Education
Champlain College Robert P. Stiller School of Business 2008 — 2013
Bachelor of Science Degree, Accounting
University of Auckland 2011 — 2011
Accounting and Commerce Major
State University of New York at Buffalo 2009 — 2009
Economics Major
Johnson Lambert LLP August 2015 - Present
Johnson Lambert LLP December 2013 - August 2015
Green Mountain Coffee Roasters May 2013 - September 2013
Robert P. Stiller School of Business at Champlain College September 2010 - May 2013
National Life Group May 2012 - August 2012
FINIS, Inc. April 2011 - June 2011
FINIS, Inc. April 2010 - August 2010
Skills
Variance Analysis, Capital Budgeting, Eco Budgeting, Consolidations, Time Management, Journal Entries, Closing Entries, Microsoft Word, Microsoft Excel, SQL, Microsoft Outlook, Microsoft PowerPoint, US GAAP, IFRS, Lease Accounting, Social Media, Sports, Social Media Marketing, Management, Microsoft Office, Outlook, PowerPoint, Accounting, Finance, Consolidation, Sports Marketing, Sales
Education
Champlain College Robert P. Stiller School of Business 2008 — 2013
Bachelor of Science Degree, Accounting
University of Auckland 2011 — 2011
Accounting and Commerce Major
State University of New York at Buffalo 2009 — 2009
Economics Major
Kristen Cassidy's National Life Group Experience June 2014 - Present
Job National Life Group
Industry Financial Services
Experience
National Life Group June 2014 - Present
Keurig Green Mountain September 2013 - June 2014
Yampu Tours June 2013 - August 2013
State of Vermont July 2012 - June 2013
State of Vermont November 2010 - July 2012
State of Vermont December 2009 - December 2010
Northern Power Systems August 2007 - September 2008
Sikorsky Aircraft Corporation February 2006 - June 2007
Waterbury Republican-American August 2003 - August 2004
Protocol Communications 2002 - 2003
Skills
Excel, Microsoft Office, Administration, Budgeting, Windows 7, Microsoft Office 2010, Microsoft Excel, Budgets, Project Planning, Sales, Customer Service, Editing, Leadership, Time Management, Office 2010, Salesforce.com, Process Improvement, Program Management, Software Documentation, Analysis, Management, Marketing
Education
University of Phoenix 2002 — 2004
Master's, Organizational Management, 3.45
READERInc. Editorial Training Center 1999 — 1999
Journalism
York College of Pennsylvania 1994 — 1999
Bachelor's, English
Cheshire High School 1989 — 1994
High School Diploma
National Life Group June 2014 - Present
Keurig Green Mountain September 2013 - June 2014
Yampu Tours June 2013 - August 2013
State of Vermont July 2012 - June 2013
State of Vermont November 2010 - July 2012
State of Vermont December 2009 - December 2010
Northern Power Systems August 2007 - September 2008
Sikorsky Aircraft Corporation February 2006 - June 2007
Waterbury Republican-American August 2003 - August 2004
Protocol Communications 2002 - 2003
Skills
Excel, Microsoft Office, Administration, Budgeting, Windows 7, Microsoft Office 2010, Microsoft Excel, Budgets, Project Planning, Sales, Customer Service, Editing, Leadership, Time Management, Office 2010, Salesforce.com, Process Improvement, Program Management, Software Documentation, Analysis, Management, Marketing
Education
University of Phoenix 2002 — 2004
Master's, Organizational Management, 3.45
READERInc. Editorial Training Center 1999 — 1999
Journalism
York College of Pennsylvania 1994 — 1999
Bachelor's, English
Cheshire High School 1989 — 1994
High School Diploma
Xiaoyu Du's National Life Group Experience May 2013 - Present
Job Recruiting
Industry Financial Services
Experience
National Life Group May 2013 - Present
Education
University at Buffalo 2008 — 2010
MS, Economics
National Life Group May 2013 - Present
Education
University at Buffalo 2008 — 2010
MS, Economics
Chris Fortson's National Life Group Experience September 1990 - December 1998
Job Manager of Taxes, Insurance & Corporate Accounting at Yankee Candle Company
Industry Consumer Goods
Experience
Yankee Candle April 2015 - Present
Jarden Corporation January 2014 - March 2015
Yankee Candle January 2001 - December 2013
Liberty Mutual Group January 1999 - December 2000
National Life Group September 1990 - December 1998
Skills
Accounting, Auditing, Sarbanes-Oxley Act, Tax Accounting, Corporate Tax, Internal Controls, International Tax, Tax Preparation, Transfer Pricing, Forecasting, Mergers, Accounts Payable, Internal Audit, Budgets, Managerial Finance, Tax Research, Analysis, Strategic Financial..., Tax Advisory, Leadership, Sarbanes-Oxley, GAAP, Financial Modeling, US GAAP, Tax Law, Due Diligence, SEC filings, Business Valuation, Process Improvement, Restructuring, Risk Management, Financial Accounting
Education
University of New Hampshire
Bachelor of Arts (BA), Mathematics
University of New Hampshire -- Peter T. Paul College of Business and Economics
Master of Business Administration (MBA), Finance, General
Yankee Candle April 2015 - Present
Jarden Corporation January 2014 - March 2015
Yankee Candle January 2001 - December 2013
Liberty Mutual Group January 1999 - December 2000
National Life Group September 1990 - December 1998
Skills
Accounting, Auditing, Sarbanes-Oxley Act, Tax Accounting, Corporate Tax, Internal Controls, International Tax, Tax Preparation, Transfer Pricing, Forecasting, Mergers, Accounts Payable, Internal Audit, Budgets, Managerial Finance, Tax Research, Analysis, Strategic Financial..., Tax Advisory, Leadership, Sarbanes-Oxley, GAAP, Financial Modeling, US GAAP, Tax Law, Due Diligence, SEC filings, Business Valuation, Process Improvement, Restructuring, Risk Management, Financial Accounting
Education
University of New Hampshire
Bachelor of Arts (BA), Mathematics
University of New Hampshire -- Peter T. Paul College of Business and Economics
Master of Business Administration (MBA), Finance, General
Stephanie Burmester's National Life Group Experience December 2004 - Present
Job 2VP and Actuary, Life Product Development at National Life Group
Industry Financial Services
Experience
National Life Group December 2004 - Present
PwC 2001 - 2004
Skills
Insurance, Actuarial Science, Life Insurance
Education
State University of New York at Albany 1997 — 2001
Bachelor of Science (BS), Actuarial Science
National Life Group December 2004 - Present
PwC 2001 - 2004
Skills
Insurance, Actuarial Science, Life Insurance
Education
State University of New York at Albany 1997 — 2001
Bachelor of Science (BS), Actuarial Science
Hanna Lane's National Life Group Experience August 2014 - Present
Job New Business Case Manager at National Life Group
Industry Insurance
Experience
National Life Group August 2014 - Present
UNH Dining October 2012 - Present
Lane Law Offices January 2011 - Present
Southern District YMCA / Camp Lincoln, Inc. June 2009 - August 2012
Skills
Public Relations, Event Planning, Training, Community Outreach, Policy, Leadership
Education
University of New Hampshire 2011 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Phillips Exeter Academy 2006 — 2010
National Life Group August 2014 - Present
UNH Dining October 2012 - Present
Lane Law Offices January 2011 - Present
Southern District YMCA / Camp Lincoln, Inc. June 2009 - August 2012
Skills
Public Relations, Event Planning, Training, Community Outreach, Policy, Leadership
Education
University of New Hampshire 2011 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Phillips Exeter Academy 2006 — 2010
Duncan Bishop's National Life Group Experience June 2014 - August 2014
Job Actuarial Intern at Hannover Re
Industry Insurance
Experience
Vermont Baseball Umpires Association June 2011 - Present
National Life Group June 2014 - August 2014
Vermont State Employees Credit Union June 2013 - January 2014
Skills
Banking, Retirement Planning, Actuarial Science, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Teamwork, PowerPoint, Research, Time Management, Communication
Education
University of Connecticut 2012 — 2016
Bachelor of Arts (B.A.), Actuarial Science
Vermont Baseball Umpires Association June 2011 - Present
National Life Group June 2014 - August 2014
Vermont State Employees Credit Union June 2013 - January 2014
Skills
Banking, Retirement Planning, Actuarial Science, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Teamwork, PowerPoint, Research, Time Management, Communication
Education
University of Connecticut 2012 — 2016
Bachelor of Arts (B.A.), Actuarial Science
Andy Levens's National Life Group Experience September 2000 - October 2002
Job VP Product Implementation at Insight Catastrophe Group
Industry Information Technology and Services
Experience
Insight Catastrophe Group February 2006 - Present
Home Insurance Company/Risk Management Services December 2002 - February 2006
National Life Group September 2000 - October 2002
Education
University of Richmond - Robins School of Business
Insight Catastrophe Group February 2006 - Present
Home Insurance Company/Risk Management Services December 2002 - February 2006
National Life Group September 2000 - October 2002
Education
University of Richmond - Robins School of Business
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.