Nationwide Financial
Description
Nationwide Mutual Insurance Company and affiliated companies is a group of large U.S. insurance and financial services companies based in Columbus, OH. The company also operates regional headquarters in Des Moines, IA; San Antonio, TX; Gainesville, FL; Raleigh, NC; Sacramento, CA, and Westerville, OH. Customer service: 00 1 877-669-6877 Number of employees: 32,110 Headquarters: Columbus, Ohio, United States CEO: Stephen R Rasmussen (Feb 2009–) Revenue: 46.5 billion USD (2017) Subsidiaries: Allied Insurance, Nationwide Private Client,
Nationwide Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Nationwide Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Nationwide Financial Salaries. You can even request information on how much does Nationwide Financial pay if you want to. Learn about salaries, pros and cons of working for Nationwide Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,798 Nationwide Financial employees in database. Find out everything there's to know about Nationwide Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Nationwide Financial Employees
Employee
Years
Job
Industry
Jeannine Snyder Jeannine Snyder's Nationwide Financial Experience July 2000 - September 2004
Job Business Consultant at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance January 2004 - Present
Nationwide Financial July 2000 - September 2004
Ohio State Life August 1986 - June 1998
Skills
Fixed Annuities, General Insurance, Property & Casualty..., Term Life Insurance, Casualty, Umbrella Insurance, Professional Liability, Underwriting, Commercial Insurance, Disability Insurance, Claim, Health Insurance, Organizational..., Business Process...
Education
Point Park University
Point Park University
Bachelor of Arts (B.A.)
Nationwide Insurance January 2004 - Present
Nationwide Financial July 2000 - September 2004
Ohio State Life August 1986 - June 1998
Skills
Fixed Annuities, General Insurance, Property & Casualty..., Term Life Insurance, Casualty, Umbrella Insurance, Professional Liability, Underwriting, Commercial Insurance, Disability Insurance, Claim, Health Insurance, Organizational..., Business Process...
Education
Point Park University
Point Park University
Bachelor of Arts (B.A.)
Bernard Rathmell Bernard Rathmell's Nationwide Financial Experience May 2008 - Present
Job Senior Underwriting Consultant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial May 2008 - Present
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Reinsurance
Education
Our Lady of the Lake University
Bachelor of Arts, Business Administration and Management, General
Nationwide Financial May 2008 - Present
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Reinsurance
Education
Our Lady of the Lake University
Bachelor of Arts, Business Administration and Management, General
Emily Buckley Emily Buckley's Nationwide Financial Experience March 2014 - Present
Job HR Business Partner Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial March 2014 - Present
Nationwide Insurance July 2012 - May 2014
Nationwide Insurance May 2010 - August 2012
Nationwide Insurance September 2009 - June 2010
Nationwide Insurance 2007 - September 2009
Nationwide Insurance 2007 - 2007
UPS 2005 - 2006
Skills
Change Management, Performance Management, Talent Management, Leadership Effectiveness, Organizational..., Recruiting, Workforce Planning, Career Development, Internship Program..., College Recruiting, Consulting, Onboarding, Talent Acquisition, Employee Relations, Succession Planning, HR Data Analytics, Team Effectiveness, Human Resources
Education
Simpson College
BA, Business Management & Human Resources
Nationwide Financial March 2014 - Present
Nationwide Insurance July 2012 - May 2014
Nationwide Insurance May 2010 - August 2012
Nationwide Insurance September 2009 - June 2010
Nationwide Insurance 2007 - September 2009
Nationwide Insurance 2007 - 2007
UPS 2005 - 2006
Skills
Change Management, Performance Management, Talent Management, Leadership Effectiveness, Organizational..., Recruiting, Workforce Planning, Career Development, Internship Program..., College Recruiting, Consulting, Onboarding, Talent Acquisition, Employee Relations, Succession Planning, HR Data Analytics, Team Effectiveness, Human Resources
Education
Simpson College
BA, Business Management & Human Resources
Vishal N Shenoy Vishal N Shenoy's Nationwide Financial Experience 2005 - 2006
Job Sr. Project/Program Manager, Agile Leader, Scrum Master
Industry Information Technology and Services
Experience
GE Software May 2014 - Present
Probus Inc April 2013 - May 2014
StubHub April 2012 - April 2013
Probus Inc March 2011 - April 2012
Reply Inc February 2010 - February 2011
American Academy of Ophthalmology June 2009 - December 2009
Longs Drugs 2006 - 2009
Affinion Group 2006 - 2006
Nationwide Financial 2005 - 2006
Gap Inc. 2001 - 2005
Skills
Software Project..., Supply Chain, SDLC, Quality Assurance, Business Analysis, Program Management, Project Management, Business Intelligence, Oracle, E-commerce, Management, Data Analysis, Scrum, Business Strategy, Vendor Management, Requirements Analysis, Agile Methodologies, Agile Project Management
Education
Queensland University of Technology 1996 — 1998
Masters in Information Technology
University of Mysore 1990 — 1994
Bachelor of Electronics and Communication
University of Akron School of Law
Master's degree
GE Software May 2014 - Present
Probus Inc April 2013 - May 2014
StubHub April 2012 - April 2013
Probus Inc March 2011 - April 2012
Reply Inc February 2010 - February 2011
American Academy of Ophthalmology June 2009 - December 2009
Longs Drugs 2006 - 2009
Affinion Group 2006 - 2006
Nationwide Financial 2005 - 2006
Gap Inc. 2001 - 2005
Skills
Software Project..., Supply Chain, SDLC, Quality Assurance, Business Analysis, Program Management, Project Management, Business Intelligence, Oracle, E-commerce, Management, Data Analysis, Scrum, Business Strategy, Vendor Management, Requirements Analysis, Agile Methodologies, Agile Project Management
Education
Queensland University of Technology 1996 — 1998
Masters in Information Technology
University of Mysore 1990 — 1994
Bachelor of Electronics and Communication
University of Akron School of Law
Master's degree
Kimberly Tabb Kimberly Tabb's Nationwide Financial Experience 2001 - 2007
Job Vice President, Business Ethics Officer at Prudential Financial
Industry Financial Services
Experience
Prudential Financial February 2013 - Present
Prudential Financial July 2010 - February 2013
Prudential Financial April 2007 - July 2010
Nationwide Financial 2001 - 2007
Bank One May 1999 - February 2001
Skills
Corporate Law, Securities
Education
Spelman College
B.A
University of Minnesota
J.D.
Prudential Financial February 2013 - Present
Prudential Financial July 2010 - February 2013
Prudential Financial April 2007 - July 2010
Nationwide Financial 2001 - 2007
Bank One May 1999 - February 2001
Skills
Corporate Law, Securities
Education
Spelman College
B.A
University of Minnesota
J.D.
Bill Tevlin Bill Tevlin's Nationwide Financial Experience January 2015 - Present
Job Director, Sales Relations National Partners at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2015 - Present
Nationwide Financial May 2012 - December 2014
Harleysville Life Insurance February 1989 - December 2012
Skills
Property & Casualty..., Insurance, Sales, Underwriting, Life Insurance, Commercial Insurance, New Business Development, Workers Compensation, Liability, Casualty, Commercial Lines, Legal Liability, General Insurance, Disability Insurance, Health Insurance, Employee Benefits, Term Life Insurance, Risk Management, Fixed Annuities, Series 63, Series 6
Education
Syracuse University 1981 — 1985
BA, Economics
Nationwide Financial January 2015 - Present
Nationwide Financial May 2012 - December 2014
Harleysville Life Insurance February 1989 - December 2012
Skills
Property & Casualty..., Insurance, Sales, Underwriting, Life Insurance, Commercial Insurance, New Business Development, Workers Compensation, Liability, Casualty, Commercial Lines, Legal Liability, General Insurance, Disability Insurance, Health Insurance, Employee Benefits, Term Life Insurance, Risk Management, Fixed Annuities, Series 63, Series 6
Education
Syracuse University 1981 — 1985
BA, Economics
Scott Eason, ChFC, CFP®'s Nationwide Financial Experience February 2012 - Present
Job Senior Retirement Specialist at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial February 2012 - Present
Nationwide Financial June 2008 - February 2012
Nationwide Financial June 2002 - June 2008
Independent Capital Management 1998 - 2002
Skills
Leadership, Certified Financial..., Financial Planning, Personal Financial..., Retirement Planning, Retirement, Financial Services, Financial Analysis, Fixed Annuities, Series 6, Insurance, Series 63, Series 7, Mutual Funds, 401k, Investments, Life Insurance, Budgeting, Marketing Communications, Holistic Financial..., Public Speaking, Pensions, Pension Systems, Social Security, Retirement Plan..., Qualified Retirement..., Retirement Income..., Retirement Solutions, Relationship Management, Securities, Asset Allocation, Financial Advisory, Investment Advisory, IRAs, Risk Management, Asset Management, Wealth Management, Portfolio Management, Process Improvement, Sales, Finance, Employee Benefits, FINRA, Estate Planning, Investment Strategies, Marketing, Variable Annuities
Education
University of Phoenix 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Diego State University-California State University 1991 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Nationwide Financial February 2012 - Present
Nationwide Financial June 2008 - February 2012
Nationwide Financial June 2002 - June 2008
Independent Capital Management 1998 - 2002
Skills
Leadership, Certified Financial..., Financial Planning, Personal Financial..., Retirement Planning, Retirement, Financial Services, Financial Analysis, Fixed Annuities, Series 6, Insurance, Series 63, Series 7, Mutual Funds, 401k, Investments, Life Insurance, Budgeting, Marketing Communications, Holistic Financial..., Public Speaking, Pensions, Pension Systems, Social Security, Retirement Plan..., Qualified Retirement..., Retirement Income..., Retirement Solutions, Relationship Management, Securities, Asset Allocation, Financial Advisory, Investment Advisory, IRAs, Risk Management, Asset Management, Wealth Management, Portfolio Management, Process Improvement, Sales, Finance, Employee Benefits, FINRA, Estate Planning, Investment Strategies, Marketing, Variable Annuities
Education
University of Phoenix 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Diego State University-California State University 1991 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Ramesh Bar, CSM's Nationwide Financial Experience February 2009 - May 2010
Job Automation Architect/Manager at CSAA Insurance Group
Industry Information Technology and Services
Experience
Cognizant Technology Solutions July 2014 - Present
CSAA Insurance Group January 2013 - Present
Cognizant Technology Solutions November 2011 - Present
Walgreens June 2010 - January 2013
Cognizant Technology Solutions May 2010 - November 2011
Nationwide Financial February 2009 - May 2010
Wipro Technologies November 2006 - May 2010
Nationwide Insurance 2006 - May 2010
Patni Computer Systems 2004 - 2006
Skills
Agile Methodologies, Core Java, SDLC, Test Automation, Performance Testing, Manual Testing, PL/SQL, Test Management, Web Services, QTP, SQL, User Acceptance Testing, SOA, XML, Java, Requirements Analysis, Testing, Test Planning, C#, Solution Architecture, Oracle, Quality Assurance, Unix, VBScript, .NET, System Testing, Software Project..., Scrum, Quality Center, Regression Testing, ASP.NET, Software Quality..., Requirements Gathering, Waterfall, VB.NET, Defect Tracking, SoapUI, Test Strategy, DB2, Unix Shell Scripting, Data Warehousing, Agile Project Management, Java Enterprise Edition, Selenium, Test Cases, Test Execution, HP QTP, HP Quality Center
Education
Saurashtra University 1998 — 2002
Bachelor's, Information Technology
Cognizant Technology Solutions July 2014 - Present
CSAA Insurance Group January 2013 - Present
Cognizant Technology Solutions November 2011 - Present
Walgreens June 2010 - January 2013
Cognizant Technology Solutions May 2010 - November 2011
Nationwide Financial February 2009 - May 2010
Wipro Technologies November 2006 - May 2010
Nationwide Insurance 2006 - May 2010
Patni Computer Systems 2004 - 2006
Skills
Agile Methodologies, Core Java, SDLC, Test Automation, Performance Testing, Manual Testing, PL/SQL, Test Management, Web Services, QTP, SQL, User Acceptance Testing, SOA, XML, Java, Requirements Analysis, Testing, Test Planning, C#, Solution Architecture, Oracle, Quality Assurance, Unix, VBScript, .NET, System Testing, Software Project..., Scrum, Quality Center, Regression Testing, ASP.NET, Software Quality..., Requirements Gathering, Waterfall, VB.NET, Defect Tracking, SoapUI, Test Strategy, DB2, Unix Shell Scripting, Data Warehousing, Agile Project Management, Java Enterprise Edition, Selenium, Test Cases, Test Execution, HP QTP, HP Quality Center
Education
Saurashtra University 1998 — 2002
Bachelor's, Information Technology
Pat Wenzel's Nationwide Financial Experience July 1999 - January 2004
Job Managing Director Wealth Management Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2007 - Present
MetLife January 2004 - January 2007
Nationwide Financial July 1999 - January 2004
Lincoln Financial Group January 1996 - December 1998
American Funds September 1991 - December 1995
Skills
Retirement Plan..., Retirement Planning, Qualified Retirement..., Certified Financial...
Education
Rice University 2013 — 2014
Certified Financial Planner, Financial Planning
Tulane University- A.B. Freeman Schoold of Business 1987 — 1991
Bachelors of Science in Management, Finance and International Business
Saint Mary's Hall 1984 — 1987
Merrill Lynch January 2007 - Present
MetLife January 2004 - January 2007
Nationwide Financial July 1999 - January 2004
Lincoln Financial Group January 1996 - December 1998
American Funds September 1991 - December 1995
Skills
Retirement Plan..., Retirement Planning, Qualified Retirement..., Certified Financial...
Education
Rice University 2013 — 2014
Certified Financial Planner, Financial Planning
Tulane University- A.B. Freeman Schoold of Business 1987 — 1991
Bachelors of Science in Management, Finance and International Business
Saint Mary's Hall 1984 — 1987
Leibin (James) Weng Leibin (James) Weng's Nationwide Financial Experience January 2013 - April 2013
Job Founder at Garcent Pet Supplies Industry And Trade Co., Ltd.
Industry Investment Management
Experience
Markham Center Financial November 2013 - Present
Nationwide Financial January 2013 - April 2013
Wells Fargo November 2012 - January 2013
University of Kansas September 2011 - May 2012
Qilu Securities December 2010 - January 2011
Shinyway International July 2010 - August 2010
Skills
Microsoft Excel, DCF Valuation, Equity Research, Investments, Options Strategies, C++, Bloomberg, Fixed Income Analysis, Finance, Statistics, Mutual Funds, Capital IQ, Equities, Financial Modeling, Market Research, Financial Reporting, Leadership, Risk Management, Financial Accounting, Credit Risk, Monte Carlo Simulation, Chinese, Financial Analysis, Data Analysis, Fixed Income, Quantitative Analytics, Quantitative Finance, Economics, Eviews, Portfolio Management, Valuation, Derivatives, Accounting, Analysis, Credit, Bloomberg Terminal, Market Risk, Financial Markets, Corporate Finance, Mandarin, Data Mining, Investment Management, Hedge Funds, Stata, Banking, Business Development, Options, SAS, VBA, Access
Education
The Ohio State University, Fisher College of Business 2012 — 2013
Specialized Master of Finance, Investments and Securities, A
The University of Kansas 2009 — 2012
Bachelor of Science (BS), Finance, General, A
University of Kansas 2009 — 2012
Bachelor of Science (BS), Mathematics, A
Shanghai University 2007 — 2009
Markham Center Financial November 2013 - Present
Nationwide Financial January 2013 - April 2013
Wells Fargo November 2012 - January 2013
University of Kansas September 2011 - May 2012
Qilu Securities December 2010 - January 2011
Shinyway International July 2010 - August 2010
Skills
Microsoft Excel, DCF Valuation, Equity Research, Investments, Options Strategies, C++, Bloomberg, Fixed Income Analysis, Finance, Statistics, Mutual Funds, Capital IQ, Equities, Financial Modeling, Market Research, Financial Reporting, Leadership, Risk Management, Financial Accounting, Credit Risk, Monte Carlo Simulation, Chinese, Financial Analysis, Data Analysis, Fixed Income, Quantitative Analytics, Quantitative Finance, Economics, Eviews, Portfolio Management, Valuation, Derivatives, Accounting, Analysis, Credit, Bloomberg Terminal, Market Risk, Financial Markets, Corporate Finance, Mandarin, Data Mining, Investment Management, Hedge Funds, Stata, Banking, Business Development, Options, SAS, VBA, Access
Education
The Ohio State University, Fisher College of Business 2012 — 2013
Specialized Master of Finance, Investments and Securities, A
The University of Kansas 2009 — 2012
Bachelor of Science (BS), Finance, General, A
University of Kansas 2009 — 2012
Bachelor of Science (BS), Mathematics, A
Shanghai University 2007 — 2009
Chris Finch Chris Finch's Nationwide Financial Experience January 2013 - Present
Job Divsional Vice President at Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial January 2013 - Present
John Hancock Funds July 2002 - December 2012
Fidelity Investments 1999 - 2002
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Fixed Annuities, Wealth Management, Asset Allocation, Series 6, Retirement, Financial Services, Alternative Investments, Asset Management, Separately Managed..., Sales, Securities, Public Speaking, Event Planning, 401k, Series 65, Sales Management, Series 24, Investment Advisory
Education
Sparta High School
State University of New York Empire State College
Nationwide Financial January 2013 - Present
John Hancock Funds July 2002 - December 2012
Fidelity Investments 1999 - 2002
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Fixed Annuities, Wealth Management, Asset Allocation, Series 6, Retirement, Financial Services, Alternative Investments, Asset Management, Separately Managed..., Sales, Securities, Public Speaking, Event Planning, 401k, Series 65, Sales Management, Series 24, Investment Advisory
Education
Sparta High School
State University of New York Empire State College
James Camp's Nationwide Financial Experience March 2014 - Present
Job Financial Services Representative at Randstad
Industry Insurance
Experience
Randstad March 2014 - Present
NATIONWIDE FINANCIAL March 2014 - Present
Randstad October 2013 - Present
SEB Industrial Inc. August 2013 - October 2013
Southwestern Baptist Theological Seminary January 2012 - July 2013
Southwestern Baptist Theological Seminary September 2011 - July 2013
Southwestern Baptist Theological Seminary February 2010 - September 2011
Skills
Event Planning, Event Management, Microsoft Excel, Microsoft Word, Creative Writing, Outlook, Teamwork, Customer Service, Microsoft Office, Public Speaking, Research, Hospitality Management, Data Entry, Data Analysis, Critical Thinking
Education
Southwestern Baptist Theological Seminary 2008 — 2014
Bachelor of Arts (B.A.), Humanities, 3.9
Brown Road Academy
Randstad March 2014 - Present
NATIONWIDE FINANCIAL March 2014 - Present
Randstad October 2013 - Present
SEB Industrial Inc. August 2013 - October 2013
Southwestern Baptist Theological Seminary January 2012 - July 2013
Southwestern Baptist Theological Seminary September 2011 - July 2013
Southwestern Baptist Theological Seminary February 2010 - September 2011
Skills
Event Planning, Event Management, Microsoft Excel, Microsoft Word, Creative Writing, Outlook, Teamwork, Customer Service, Microsoft Office, Public Speaking, Research, Hospitality Management, Data Entry, Data Analysis, Critical Thinking
Education
Southwestern Baptist Theological Seminary 2008 — 2014
Bachelor of Arts (B.A.), Humanities, 3.9
Brown Road Academy
RJ Byrnes RJ Byrnes's Nationwide Financial Experience September 2015 - Present
Job Sales and Service Specialist at Nationwide Financial
Industry Higher Education
Experience
Nationwide Financial September 2015 - Present
The Ohio State University November 2014 - April 2015
Total Xpress November 2013 - November 2014
YMCA July 2013 - November 2013
The Ohio State University May 2012 - August 2012
The Ohio State University June 2011 - June 2012
Skills
Management, Team Leadership, Team Building, Music, Student Affairs, Higher Education, Student Development, Community Outreach, Teaching, Admissions, Public Speaking, Tutoring, First Aid, Cpr Certified, Child Abuse Prevention
Education
The Ohio State University 2009 — 2012
Bachelor of Science (BS), Education
Slippery Rock University of Pennsylvania 2008 — 2009
Nationwide Financial September 2015 - Present
The Ohio State University November 2014 - April 2015
Total Xpress November 2013 - November 2014
YMCA July 2013 - November 2013
The Ohio State University May 2012 - August 2012
The Ohio State University June 2011 - June 2012
Skills
Management, Team Leadership, Team Building, Music, Student Affairs, Higher Education, Student Development, Community Outreach, Teaching, Admissions, Public Speaking, Tutoring, First Aid, Cpr Certified, Child Abuse Prevention
Education
The Ohio State University 2009 — 2012
Bachelor of Science (BS), Education
Slippery Rock University of Pennsylvania 2008 — 2009
Neil Arnold, CRC Neil Arnold, CRC's Nationwide Financial Experience July 2013 - Present
Job Retirement/Investment Advisor at Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial July 2013 - Present
ING Investment Management November 2010 - August 2013
MetLife Securities May 2008 - November 2010
JPMorgan Chase May 2003 - March 2008
Skills
Series 7, Mutual Funds, Investments, Series 63, Retirement Planning, Retirement, Series 6, Financial Advisory, Series 65, Banking, FINRA, 401k, IRAs, Variable Annuities, Fixed Annuities, Investment Advisory, Wealth Management, Relationship Management, Asset Management, Asset Allocation, Marketing, Finance, Investment Management, Investment Strategies, Portfolio Management, Customer Service, Securities, Management, Financial Planning, Financial Services
Education
University of Kentucky 1997 — 2000
Bachelor of Arts (B.A.), Economics
Owensboro Community and Technical College 1995 — 1997
Associate of Arts (A.A.), General Studies
Nationwide Financial July 2013 - Present
ING Investment Management November 2010 - August 2013
MetLife Securities May 2008 - November 2010
JPMorgan Chase May 2003 - March 2008
Skills
Series 7, Mutual Funds, Investments, Series 63, Retirement Planning, Retirement, Series 6, Financial Advisory, Series 65, Banking, FINRA, 401k, IRAs, Variable Annuities, Fixed Annuities, Investment Advisory, Wealth Management, Relationship Management, Asset Management, Asset Allocation, Marketing, Finance, Investment Management, Investment Strategies, Portfolio Management, Customer Service, Securities, Management, Financial Planning, Financial Services
Education
University of Kentucky 1997 — 2000
Bachelor of Arts (B.A.), Economics
Owensboro Community and Technical College 1995 — 1997
Associate of Arts (A.A.), General Studies
Tonya Ewers Tonya Ewers's Nationwide Financial Experience September 1999 - June 2000
Job Director of Communications & Alumni Relations at Colorado School of Public Health
Industry Higher Education
Experience
Colorado School of Public Health March 2014 - Present
Gill Foundation March 2010 - March 2014
University of Colorado Denver February 2008 - February 2010
University of Colorado Anschutz Medical Campus June 2004 - February 2010
Knowledge Learning Corporation 2002 - 2004
Vladimir Jones (formerly PRACO Public Relations & Advertising) 2000 - 2002
Nationwide Financial September 1999 - June 2000
Nationwide Financial January 1996 - January 1999
Skills
Non-profits, Philanthropy, Writing, Event Planning, Public Relations, Media Relations, Media Relations Training, Annual Reports, Communications Planning, Crisis Communications, Media Spokesperson, Healthcare, Higher Education, Tourism, Early Childhood..., Foundations, Community Outreach, Public Speaking, Copy Editing, Copywriting, Nonprofits, Strategic Communications, Spokesperson, Journalism, Editing, Social Networking, Social Media, Press Releases, Advertising, Community Development, Grant Writing, Volunteer Management, Marketing Communications, Speech Writing, Blogging, Internal Communications, Corporate Communications, Event Management, Publicity, Social Media Marketing, Program Development, Grants, Proposal Writing, Board Development
Education
Regis University 2014 — 2018
Master's Degree, Mental Health Counseling/Counselor
Ripon College 1991 — 1995
Bachelor of Arts, English and Economics
Centaurus High School 1988 — 1991
Colorado School of Public Health March 2014 - Present
Gill Foundation March 2010 - March 2014
University of Colorado Denver February 2008 - February 2010
University of Colorado Anschutz Medical Campus June 2004 - February 2010
Knowledge Learning Corporation 2002 - 2004
Vladimir Jones (formerly PRACO Public Relations & Advertising) 2000 - 2002
Nationwide Financial September 1999 - June 2000
Nationwide Financial January 1996 - January 1999
Skills
Non-profits, Philanthropy, Writing, Event Planning, Public Relations, Media Relations, Media Relations Training, Annual Reports, Communications Planning, Crisis Communications, Media Spokesperson, Healthcare, Higher Education, Tourism, Early Childhood..., Foundations, Community Outreach, Public Speaking, Copy Editing, Copywriting, Nonprofits, Strategic Communications, Spokesperson, Journalism, Editing, Social Networking, Social Media, Press Releases, Advertising, Community Development, Grant Writing, Volunteer Management, Marketing Communications, Speech Writing, Blogging, Internal Communications, Corporate Communications, Event Management, Publicity, Social Media Marketing, Program Development, Grants, Proposal Writing, Board Development
Education
Regis University 2014 — 2018
Master's Degree, Mental Health Counseling/Counselor
Ripon College 1991 — 1995
Bachelor of Arts, English and Economics
Centaurus High School 1988 — 1991
Brent Tobiasson Brent Tobiasson's Nationwide Financial Experience January 2009 - Present
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2009 - Present
Principal Funds November 2007 - December 2008
RiverSource May 2006 - November 2007
Wells Fargo Investments 1999 - May 2006
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Fixed Annuities, Retirement, Wealth Management, Investments, Asset Allocation, Insurance, Life Insurance
Education
Southern Oregon University 1993 — 1998
BS, Business Management
Ashland High School 1986 — 1990
Nationwide Financial January 2009 - Present
Principal Funds November 2007 - December 2008
RiverSource May 2006 - November 2007
Wells Fargo Investments 1999 - May 2006
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Fixed Annuities, Retirement, Wealth Management, Investments, Asset Allocation, Insurance, Life Insurance
Education
Southern Oregon University 1993 — 1998
BS, Business Management
Ashland High School 1986 — 1990
Katherine Harben Katherine Harben's Nationwide Financial Experience December 2010 - Present
Job Copywriter at Nationwide Financial
Industry Newspapers
Experience
Nationwide Financial December 2010 - Present
The Columbus Dispatch October 2007 - December 2010
Ologie September 2010 - September 2010
Victoria's Secret August 2010 - August 2010
The Ohio State University Alumni Association 2008 - 2010
Columbus Monthly May 2007 - September 2007
Global Journalist Magazine 2007 - 2007
KBIA 2001 - 2007
The Missourian 2006 - 2006
Aspen Marketing Services 1999 - 2004
Skills
Copywriting, Editing, Writing, Stories, Proofreading, Copy Editing, Newspaper, Radio, Blogging, Advertising, Journalism, Creative Writing
Education
University of Missouri-Columbia 2005 — 2007
BA, Journalism
St. Petersburg College 2002 — 2004
AA, English
Nationwide Financial December 2010 - Present
The Columbus Dispatch October 2007 - December 2010
Ologie September 2010 - September 2010
Victoria's Secret August 2010 - August 2010
The Ohio State University Alumni Association 2008 - 2010
Columbus Monthly May 2007 - September 2007
Global Journalist Magazine 2007 - 2007
KBIA 2001 - 2007
The Missourian 2006 - 2006
Aspen Marketing Services 1999 - 2004
Skills
Copywriting, Editing, Writing, Stories, Proofreading, Copy Editing, Newspaper, Radio, Blogging, Advertising, Journalism, Creative Writing
Education
University of Missouri-Columbia 2005 — 2007
BA, Journalism
St. Petersburg College 2002 — 2004
AA, English
Donald Bacon Donald Bacon's Nationwide Financial Experience 2004 - February 2013
Job Systems Integration Manager II at Dell
Industry Computer Software
Experience
Dell July 2014 - Present
WellCare January 2013 - July 2014
Nationwide Financial 2004 - February 2013
Dell Services September 1996 - February 2013
YMCA July 2008 - February 2011
Tamba Bay Dragon Boat Club 2008 - 2011
Koan Consulting April 2001 - April 2004
The Great A&P Tea Company April 2001 - April 2002
SourceTrack October 1999 - March 2001
GTE/Verizon October 1995 - September 1996
Skills
Program Management, SDLC, Agile Methodologies, Java, Business Intelligence, Databases, UML, Unix, Oracle, .NET, SQL, Requirements Analysis, Architecture, Microsoft SQL Server, Software Project..., Telecommunications, IT Strategy, Project Management, Enterprise Software, Data Modeling, Software Development, Architectures
Education
State University of New York College at Brockport 1975 — 1976
Masters, Mathematics
Saint John Fisher College 1971 — 1975
BS, Mathematics
State University of New York College at Cortland 1969 — 1970
Chemistry
Dell July 2014 - Present
WellCare January 2013 - July 2014
Nationwide Financial 2004 - February 2013
Dell Services September 1996 - February 2013
YMCA July 2008 - February 2011
Tamba Bay Dragon Boat Club 2008 - 2011
Koan Consulting April 2001 - April 2004
The Great A&P Tea Company April 2001 - April 2002
SourceTrack October 1999 - March 2001
GTE/Verizon October 1995 - September 1996
Skills
Program Management, SDLC, Agile Methodologies, Java, Business Intelligence, Databases, UML, Unix, Oracle, .NET, SQL, Requirements Analysis, Architecture, Microsoft SQL Server, Software Project..., Telecommunications, IT Strategy, Project Management, Enterprise Software, Data Modeling, Software Development, Architectures
Education
State University of New York College at Brockport 1975 — 1976
Masters, Mathematics
Saint John Fisher College 1971 — 1975
BS, Mathematics
State University of New York College at Cortland 1969 — 1970
Chemistry
Kurt Kushner, CFP®, ChFC® Kurt Kushner, CFP®, ChFC®'s Nationwide Financial Experience 2003 - Present
Job Sales Director at Nationwide Financial Network
Industry Financial Services
Experience
Nationwide Financial Network February 2003 - Present
Nationwide Insurance 2003 - Present
Nationwide Financial 2003 - Present
Kushner & Associates March 1994 - February 2003
Skills
Series 7, Fixed Annuities, Life Insurance, 401k, Employee Benefits, Insurance, Retirement Planning, Sales, Finance, Mutual Funds, Series 63, Strategic Financial..., Cold Calling, Long-term Care, Retirement, Financial Services, Estate Planning, Securities
Education
University of Scranton 1978 — 1980
Bachelor's degree, Business Administration and Management, General
Penn State University 1976 — 1978
Associate of Science (A.S.), Business Administration and Management, General
Nationwide Financial Network February 2003 - Present
Nationwide Insurance 2003 - Present
Nationwide Financial 2003 - Present
Kushner & Associates March 1994 - February 2003
Skills
Series 7, Fixed Annuities, Life Insurance, 401k, Employee Benefits, Insurance, Retirement Planning, Sales, Finance, Mutual Funds, Series 63, Strategic Financial..., Cold Calling, Long-term Care, Retirement, Financial Services, Estate Planning, Securities
Education
University of Scranton 1978 — 1980
Bachelor's degree, Business Administration and Management, General
Penn State University 1976 — 1978
Associate of Science (A.S.), Business Administration and Management, General
Gregg Libutti's Nationwide Financial Experience August 1993 - September 1998
Job New England District Manager at AIG/VALIC
Industry Financial Services
Experience
VALIC Managing DirectorMetLifeOctober 2005 - August 2007
CitiStreet September 1998 - October 2005
Nationwide Financial August 1993 - September 1998
Skills
401k, Series 7, Retirement, Financial Advisory, Retirement Planning, Mutual Funds, Wealth Management, Series 6, Fixed Annuities, Series 63, Asset Allocation, Pensions, Investment Advisory
Education
Rollins College 1985 — 1989
Bachelors, Economics
Moses Brown School 1980 — 1985
VALIC Managing DirectorMetLifeOctober 2005 - August 2007
CitiStreet September 1998 - October 2005
Nationwide Financial August 1993 - September 1998
Skills
401k, Series 7, Retirement, Financial Advisory, Retirement Planning, Mutual Funds, Wealth Management, Series 6, Fixed Annuities, Series 63, Asset Allocation, Pensions, Investment Advisory
Education
Rollins College 1985 — 1989
Bachelors, Economics
Moses Brown School 1980 — 1985
Stacy Watts Stacy Watts's Nationwide Financial Experience April 2001 - Present
Job Specialist IT Applications at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial April 2001 - Present
Skills
Insurance, Agile Methodologies, Microsoft Office, Leadership, Process Improvement, Analysis, COBOL, CICS, VSAM, Java, Project Leadership, Requirements Gathering, Business Analysis
Education
Simpson College 2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Computer Science
Indian Hills Community College 1998 — 2000
Associates of Applied Science, Computer Programming
Nationwide Financial April 2001 - Present
Skills
Insurance, Agile Methodologies, Microsoft Office, Leadership, Process Improvement, Analysis, COBOL, CICS, VSAM, Java, Project Leadership, Requirements Gathering, Business Analysis
Education
Simpson College 2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Computer Science
Indian Hills Community College 1998 — 2000
Associates of Applied Science, Computer Programming
Kayla Newman Kayla Newman's Nationwide Financial Experience May 2013 - August 2013
Job ACAS, Actuarial Analyst III at Erie Insurance Group
Industry Insurance
Experience
Erie Insurance Group September 2015 - Present
Erie Insurance Group March 2015 - August 2015
Erie Insurance Group June 2014 - February 2015
Robert Morris University May 2011 - May 2014
Nationwide Financial May 2013 - August 2013
Robert Morris University August 2012 - May 2013
Robert Morris University January 2011 - May 2013
Nationwide Financial May 2012 - August 2012
Robert Morris University July 2011 - May 2012
Skills
Research, Facebook, Actuarial Science, Statistics, Teaching, Public Speaking, SAS, Social Networking, Microsoft Word, Visual Basic, Microsoft Excel, Leadership, Data Analysis, Microsoft Office, PowerPoint, Tutoring, Teamwork, Time Management, Financial Analysis, Social Media, VBA, Customer Service, Data Entry, Event Planning, Critical Thinking, Calculus, Leadership Development, Management, C++, SPSS, Community Outreach, Valuation, Team Leadership, Access, Insurance, HTML, Editing, Probability, Blogging, Fundraising, Windows, Sales, Nonprofits, Photoshop, Statistical Modeling, Volunteer Management, Student Affairs, Higher Education, Outlook, Economics
Education
Robert Morris University 2010 — 2014
Bachelor of Science (BS), Actuarial Science, 4.0
Freeport Area Senior High School 2006 — 2010
Erie Insurance Group September 2015 - Present
Erie Insurance Group March 2015 - August 2015
Erie Insurance Group June 2014 - February 2015
Robert Morris University May 2011 - May 2014
Nationwide Financial May 2013 - August 2013
Robert Morris University August 2012 - May 2013
Robert Morris University January 2011 - May 2013
Nationwide Financial May 2012 - August 2012
Robert Morris University July 2011 - May 2012
Skills
Research, Facebook, Actuarial Science, Statistics, Teaching, Public Speaking, SAS, Social Networking, Microsoft Word, Visual Basic, Microsoft Excel, Leadership, Data Analysis, Microsoft Office, PowerPoint, Tutoring, Teamwork, Time Management, Financial Analysis, Social Media, VBA, Customer Service, Data Entry, Event Planning, Critical Thinking, Calculus, Leadership Development, Management, C++, SPSS, Community Outreach, Valuation, Team Leadership, Access, Insurance, HTML, Editing, Probability, Blogging, Fundraising, Windows, Sales, Nonprofits, Photoshop, Statistical Modeling, Volunteer Management, Student Affairs, Higher Education, Outlook, Economics
Education
Robert Morris University 2010 — 2014
Bachelor of Science (BS), Actuarial Science, 4.0
Freeport Area Senior High School 2006 — 2010
Alexa Louis Alexa Louis's Nationwide Financial Experience June 2006 - June 2011
Job Client Relationship Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2014 - Present
ING U.S. June 2011 - April 2014
Nationwide Financial June 2006 - June 2011
Putnam Investments/ Mercer HR Services January 2002 - June 2006
Skills
Spanish, English, 401k, Series 7, Retirement, Pensions, Series 63, Retirement Plan..., French, Haitian Creole, Defined Benefit, Financial Advisory, Fixed Annuities, Investments
Education
Rochester Institute of Technology 2010 — 2011
EMBA, Business
Rochester Institute of Technology 1998 — 2002
Bachelor of Sciences, Management Information Systems
Voya Financial April 2014 - Present
ING U.S. June 2011 - April 2014
Nationwide Financial June 2006 - June 2011
Putnam Investments/ Mercer HR Services January 2002 - June 2006
Skills
Spanish, English, 401k, Series 7, Retirement, Pensions, Series 63, Retirement Plan..., French, Haitian Creole, Defined Benefit, Financial Advisory, Fixed Annuities, Investments
Education
Rochester Institute of Technology 2010 — 2011
EMBA, Business
Rochester Institute of Technology 1998 — 2002
Bachelor of Sciences, Management Information Systems
Jim Hawley Jim Hawley's Nationwide Financial Experience November 2004 - Present
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial November 2004 - Present
Education
Sacred Heart University 1992 — 2000
Master of Business Administration (MBA)
Western Connecticut State University 1988 — 1992
Bachelor of Business Administration (BBA)
Nationwide Financial November 2004 - Present
Education
Sacred Heart University 1992 — 2000
Master of Business Administration (MBA)
Western Connecticut State University 1988 — 1992
Bachelor of Business Administration (BBA)
Mark Laurent's Nationwide Financial Experience November 2005 - Present
Job Sr. Investment Consultant at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial November 2005 - Present
Fifth Third Bank 2002 - 2005
Lincoln Financial Group 1972 - 2002
Skills
Mutual Funds, Annuities, Due Diligence, 401k, Series 6, Series 65, Corporate-owned Life..., Asset Allocation, Fixed Annuities, Insurance, Asset Management, Pensions, Variable Annuities, Investments, Life Insurance, Retirement
Education
Purdue University - Krannert School of Management 1971 — 1972
MS, Industrial Administration
Purdue University 1967 — 1971
BS, Mathematics, Economics
Nationwide Financial November 2005 - Present
Fifth Third Bank 2002 - 2005
Lincoln Financial Group 1972 - 2002
Skills
Mutual Funds, Annuities, Due Diligence, 401k, Series 6, Series 65, Corporate-owned Life..., Asset Allocation, Fixed Annuities, Insurance, Asset Management, Pensions, Variable Annuities, Investments, Life Insurance, Retirement
Education
Purdue University - Krannert School of Management 1971 — 1972
MS, Industrial Administration
Purdue University 1967 — 1971
BS, Mathematics, Economics
JACOB O. LOPEZ JACOB O. LOPEZ's Nationwide Financial Experience July 2013 - Present
Job Financial Services Professional at Nationwide Financial
Industry Insurance
Experience
Nationwide Insurance March 2013 - Present
Nationwide Financial July 2013 - Present
Nationwide Insurance June 2009 - March 2013
Worldwide Imaging Supplies February 2009 - July 2009
Seccion Amarilla USA September 2008 - January 2009
Wells Fargo May 2007 - September 2008
Skills
Sales, Cold Calling, Property & Casualty..., Customer Service, Sales Management, Life Insurance, Call Centers, Commercial Insurance, Fixed Annuities, Umbrella Insurance, Marketing Strategy, Social Media Marketing, Marketing, Market Research, Health Insurance, Microsoft Office, Social Media, Microsoft Excel, Employee Benefits, Series 6, Series 63, Business Strategy, Marketing Communications, PowerPoint, Microsoft Word, Windows, Presentations, Prospecting Skills, Hiring, Sales Hiring, Event Marketing Strategy, Financial Services, FINRA
Education
St. Mary's University 2001 — 2006
Bachelor of Business Administration, Marketing
Nationwide Insurance March 2013 - Present
Nationwide Financial July 2013 - Present
Nationwide Insurance June 2009 - March 2013
Worldwide Imaging Supplies February 2009 - July 2009
Seccion Amarilla USA September 2008 - January 2009
Wells Fargo May 2007 - September 2008
Skills
Sales, Cold Calling, Property & Casualty..., Customer Service, Sales Management, Life Insurance, Call Centers, Commercial Insurance, Fixed Annuities, Umbrella Insurance, Marketing Strategy, Social Media Marketing, Marketing, Market Research, Health Insurance, Microsoft Office, Social Media, Microsoft Excel, Employee Benefits, Series 6, Series 63, Business Strategy, Marketing Communications, PowerPoint, Microsoft Word, Windows, Presentations, Prospecting Skills, Hiring, Sales Hiring, Event Marketing Strategy, Financial Services, FINRA
Education
St. Mary's University 2001 — 2006
Bachelor of Business Administration, Marketing
Benjamin Torvik Benjamin Torvik's Nationwide Financial Experience February 2009 - March 2011
Job Regulation Replacement Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Nationwide Financial February 2009 - March 2011
Education
Syracuse University 2004 — 2008
Bachelor's degree, Political Science and Government
TIAA-CREF June 2011 - Present
Nationwide Financial February 2009 - March 2011
Education
Syracuse University 2004 — 2008
Bachelor's degree, Political Science and Government
Maureen Dorsen, CSQA Maureen Dorsen, CSQA's Nationwide Financial Experience August 2012 - Present
Job Manager, IT Analysis at Nationwide Financial
Industry Information Technology and Services
Experience
Nationwide Financial August 2012 - Present
Nationwide Financial April 2004 - August 2012
The 401(k) Company 2001 - 2006
The 401k Company September 2001 - April 2004
@Outcome August 1999 - May 2001
Skills
ClearQuest, ClearCase, SQL, Quality Center, Rational Team Concert, CSS, Eclipse, RUP, Visio, Agile Testing, Test Analysis, Test Execution, Test Estimation, Software Quality..., Defect Tracking, Black Box Testing, Test Coordination, Test Designing, Test Effort Estimation, Defect Life Cycle, Static Testing, Agile Methodologies, Test Driven Development, Pair Programming, Test Planning, SDLC, Test Automation, Testing, Waterfall, Manual Testing, Quality Assurance, Release Management, Requirements Analysis, Business Analysis, Process Improvement, User Acceptance Testing
Education
St. Edward's University 1997 — 2000
Bachelor's Degree, Computer and Information Sciences, General
Nationwide Financial August 2012 - Present
Nationwide Financial April 2004 - August 2012
The 401(k) Company 2001 - 2006
The 401k Company September 2001 - April 2004
@Outcome August 1999 - May 2001
Skills
ClearQuest, ClearCase, SQL, Quality Center, Rational Team Concert, CSS, Eclipse, RUP, Visio, Agile Testing, Test Analysis, Test Execution, Test Estimation, Software Quality..., Defect Tracking, Black Box Testing, Test Coordination, Test Designing, Test Effort Estimation, Defect Life Cycle, Static Testing, Agile Methodologies, Test Driven Development, Pair Programming, Test Planning, SDLC, Test Automation, Testing, Waterfall, Manual Testing, Quality Assurance, Release Management, Requirements Analysis, Business Analysis, Process Improvement, User Acceptance Testing
Education
St. Edward's University 1997 — 2000
Bachelor's Degree, Computer and Information Sciences, General
Jeff Van Keulen Jeff Van Keulen's Nationwide Financial Experience December 2007 - Present
Job Division Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2007 - Present
Ameriprise Financial Services, Inc. April 2004 - December 2007
Lincoln Financial Distributors 2000 - 2004
Dain Rauscher 1996 - 2000
Merrill Lynch 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Retirement, 401k, Fixed Annuities, Asset Allocation, Investments, Wealth Management, Investment Advisory, Separately Managed..., Series 24, Securities, Financial Services, Sales, Variable Annuities, IRAs, Finance, Financial Advisory, Defined Benefit, Investment Strategies, Pensions
Education
St. Cloud State University 1978 — 1983
BA, Economics
Donald T. Regan School of Advanced Financial Management, Merrill Lynch
Nationwide Financial December 2007 - Present
Ameriprise Financial Services, Inc. April 2004 - December 2007
Lincoln Financial Distributors 2000 - 2004
Dain Rauscher 1996 - 2000
Merrill Lynch 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Retirement, 401k, Fixed Annuities, Asset Allocation, Investments, Wealth Management, Investment Advisory, Separately Managed..., Series 24, Securities, Financial Services, Sales, Variable Annuities, IRAs, Finance, Financial Advisory, Defined Benefit, Investment Strategies, Pensions
Education
St. Cloud State University 1978 — 1983
BA, Economics
Donald T. Regan School of Advanced Financial Management, Merrill Lynch
Alicia Carter's Nationwide Financial Experience June 2012 - Present
Job Actuarial Senior Analyst at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2012 - Present
Western & Southern Financial Group May 2011 - August 2011
Nationwide Financial May 2010 - August 2010
Skills
Actuarial Science, Microsoft Office, Financial Analysis
Education
Robert Morris University 2008 — 2012
Bachelor's Degree, Actuarial Science
Nationwide Financial June 2012 - Present
Western & Southern Financial Group May 2011 - August 2011
Nationwide Financial May 2010 - August 2010
Skills
Actuarial Science, Microsoft Office, Financial Analysis
Education
Robert Morris University 2008 — 2012
Bachelor's Degree, Actuarial Science
Seema Malhotra Seema Malhotra's Nationwide Financial Experience September 2008 - Present
Job Manager, IT Applications, Nationwide Financial
Industry Information Technology and Services
Experience
Nationwide Financial September 2008 - Present
JPMorgan Chase & Co. July 2000 - February 2007
Skills
Data Migration, Project Management, Requirements Analysis, SDLC, Management, Enterprise Architecture, Software Development, Databases, Software Project...
Education
Panjab University 1990 — 1991
PGDCA, Compter Sc and applications
Punjabi University 1988 — 1990
M.Sc, Mathematics
Nationwide Financial September 2008 - Present
JPMorgan Chase & Co. July 2000 - February 2007
Skills
Data Migration, Project Management, Requirements Analysis, SDLC, Management, Enterprise Architecture, Software Development, Databases, Software Project...
Education
Panjab University 1990 — 1991
PGDCA, Compter Sc and applications
Punjabi University 1988 — 1990
M.Sc, Mathematics
Chrissi Donald Chrissi Donald's Nationwide Financial Experience July 2011 - Present
Job Premium Audit Technical Clerk at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial July 2011 - Present
Education
Williston High School 1990 — 1992
Santa Fe Community College
Nationwide Financial July 2011 - Present
Education
Williston High School 1990 — 1992
Santa Fe Community College
Dina Tantra Dina Tantra's Nationwide Financial Experience August 1997 - February 2008
Job Chief Executive Officer and Board Member, Advisers Investment Trust
Industry Executive Office
Experience
Advisers Investment Trust September 2012 - Present
Beacon Hill Fund Services, Inc. February 2008 - Present
Women's Fund of Central Ohio June 2013 - Present
Ohio Wildlife Center January 2010 - Present
Nationwide Insurance August 1997 - February 2008
Nationwide Financial August 1997 - February 2008
Nationwide August 1997 - February 2008
Nationwide Mutual Insurance Company 1997 - 2008
Gartmore April 2000 - September 2002
American Century Investments September 1995 - July 1997
Education
The Ohio State University 1991 — 1994
Juris Doctor
The Ohio State University Moritz College of Law 1991 — 1994
Juris Doctor
Pomona College 1987 — 1991
Bachelor of Arts
College Year in Athens 1989 — 1989
University of Chicago Laboratory School 1983 — 1987
High School
Advisers Investment Trust September 2012 - Present
Beacon Hill Fund Services, Inc. February 2008 - Present
Women's Fund of Central Ohio June 2013 - Present
Ohio Wildlife Center January 2010 - Present
Nationwide Insurance August 1997 - February 2008
Nationwide Financial August 1997 - February 2008
Nationwide August 1997 - February 2008
Nationwide Mutual Insurance Company 1997 - 2008
Gartmore April 2000 - September 2002
American Century Investments September 1995 - July 1997
Education
The Ohio State University 1991 — 1994
Juris Doctor
The Ohio State University Moritz College of Law 1991 — 1994
Juris Doctor
Pomona College 1987 — 1991
Bachelor of Arts
College Year in Athens 1989 — 1989
University of Chicago Laboratory School 1983 — 1987
High School
Rich Locher Rich Locher's Nationwide Financial Experience 1997 - 2007
Job Financial Advisor at KadesMargolis Corporation
Industry Financial Services
Experience
Kades-Margolis Corporation August 2011 - Present
Legacy Planning Partners September 2009 - July 2011
Horner, Townsend and Kent 2008 - 2009
Woodbury Financial 2007 - 2008
Nationwide Financial 1997 - 2007
Education
Penn State University 1976 — 1980
BS, Finance
Kades-Margolis Corporation August 2011 - Present
Legacy Planning Partners September 2009 - July 2011
Horner, Townsend and Kent 2008 - 2009
Woodbury Financial 2007 - 2008
Nationwide Financial 1997 - 2007
Education
Penn State University 1976 — 1980
BS, Finance
Changpil lee Changpil lee's Nationwide Financial Experience January 2012 - June 2013
Job Quality Engineer at VMware
Industry Computer Software
Experience
VMware July 2015 - Present
Microsoft July 2013 - November 2014
Nationwide Financial January 2012 - June 2013
Ohio Supercomputer Center (OSC) January 2011 - December 2011
Innovativ Consulting Partners June 2010 - December 2010
Self-employed June 2007 - October 2007
Skills
Java, C#, Software Engineering, SCOM, Unix Shell Scripting, Oracle, Oracle PL/SQL..., Powershell, Ruby, PHP, Hibernate, ORM, Programming, Agile Methodologies, C, C, Microsoft SQL Server, Software Development, Web Services, .NET
Education
The Ohio State University 2009 — 2011
M.S., Computer Science and Engineering
Purdue University 2001 — 2004
B.S., Computer Science
VMware July 2015 - Present
Microsoft July 2013 - November 2014
Nationwide Financial January 2012 - June 2013
Ohio Supercomputer Center (OSC) January 2011 - December 2011
Innovativ Consulting Partners June 2010 - December 2010
Self-employed June 2007 - October 2007
Skills
Java, C#, Software Engineering, SCOM, Unix Shell Scripting, Oracle, Oracle PL/SQL..., Powershell, Ruby, PHP, Hibernate, ORM, Programming, Agile Methodologies, C, C, Microsoft SQL Server, Software Development, Web Services, .NET
Education
The Ohio State University 2009 — 2011
M.S., Computer Science and Engineering
Purdue University 2001 — 2004
B.S., Computer Science
Kari Wade Kari Wade's Nationwide Financial Experience 2006 - 2009
Job Owner at Maid N Style LLC
Industry Consumer Services
Experience
Maid N Style LLC October 2012 - Present
Single Mom Services Inc , a nonprofit organization. March 2007 - March 2011
Envision Unlimited Inc April 2006 - February 2010
Nationwide Financial 2006 - 2009
Freedom Today March 2005 - March 2007
Resolution Solutions LLC March 2001 - March 2003
Taft Forward January 2000 - April 2002
Skills
Sales Management, Entrepreneurship, Marketing, Customer Service, Team Building, Sales, New Business Development, Lead Generation, Online Marketing, Social Networking, Social Media Marketing, Online Advertising
Education
Seminole State College of Florida 2008 — 2009
Social Services
Maid N Style LLC October 2012 - Present
Single Mom Services Inc , a nonprofit organization. March 2007 - March 2011
Envision Unlimited Inc April 2006 - February 2010
Nationwide Financial 2006 - 2009
Freedom Today March 2005 - March 2007
Resolution Solutions LLC March 2001 - March 2003
Taft Forward January 2000 - April 2002
Skills
Sales Management, Entrepreneurship, Marketing, Customer Service, Team Building, Sales, New Business Development, Lead Generation, Online Marketing, Social Networking, Social Media Marketing, Online Advertising
Education
Seminole State College of Florida 2008 — 2009
Social Services
S. Joseph Fontana's Nationwide Financial Experience January 2003 - January 2004
Job Executive Vice President Business Development at Consulting Quest
Industry Management Consulting
Experience
Consulting Quest July 2014 - Present
GDS International February 2012 - Present
FreeholdTownship Independent Fire Co. #1 2006 - Present
SMART TAX FRANCHISE GROUP, LLC January 2010 - October 2011
NYCB 2007 - 2010
PNC Investments January 2004 - December 2007
Nationwide Financial January 2003 - January 2004
ESSEX NATIONAL SECURITIES, INC 1996 - 2003
Continental Broker Dealer Corp. 1993 - 1996
Skills
New Business Development, Financial Planning, Sales Management, Series 7, Retail, Licensing, Insurance, Strategic Planning, Strategic Financial..., Investments, International Sales, Strategic Leadership, Long-term Customer..., Business Process..., Creative Strategy, Emergency Management, Firefighting, Business Planning, Business Development, Lead Generation, Account Management, B2B, Leadership, Contract Negotiation, Management, Sales, Sales Operations, Marketing, Financial Services, Training, Business Strategy, Executive Management, Finance, Market Research, Analysis, Competitive Analysis, Portfolio Management, Strategy, Start-ups, Management Consulting, Strategic Partnerships, P&L Management
Education
School of Visual Arts 1989 — 1991
Graphic Design/ Illustration
Consulting Quest July 2014 - Present
GDS International February 2012 - Present
FreeholdTownship Independent Fire Co. #1 2006 - Present
SMART TAX FRANCHISE GROUP, LLC January 2010 - October 2011
NYCB 2007 - 2010
PNC Investments January 2004 - December 2007
Nationwide Financial January 2003 - January 2004
ESSEX NATIONAL SECURITIES, INC 1996 - 2003
Continental Broker Dealer Corp. 1993 - 1996
Skills
New Business Development, Financial Planning, Sales Management, Series 7, Retail, Licensing, Insurance, Strategic Planning, Strategic Financial..., Investments, International Sales, Strategic Leadership, Long-term Customer..., Business Process..., Creative Strategy, Emergency Management, Firefighting, Business Planning, Business Development, Lead Generation, Account Management, B2B, Leadership, Contract Negotiation, Management, Sales, Sales Operations, Marketing, Financial Services, Training, Business Strategy, Executive Management, Finance, Market Research, Analysis, Competitive Analysis, Portfolio Management, Strategy, Start-ups, Management Consulting, Strategic Partnerships, P&L Management
Education
School of Visual Arts 1989 — 1991
Graphic Design/ Illustration
Julz Schwingler, CFA, CFP, CIMA Julz Schwingler, CFA, CFP, CIMA's Nationwide Financial Experience November 2012 - September 2015
Job Senior Investment Consultant for City National Rochdale
Industry Financial Services
Experience
City National Rochdale September 2015 - Present
Nationwide Financial November 2012 - September 2015
BlackRock March 2004 - August 2012
Dreyfus September 1999 - February 2004
Chase September 1998 - August 1999
Skills
Capital Markets Advisory, Financial Analysis, Financial Advisory, Strategic Financial..., Sales Presentations, Sales Process, Client Presentation, Presentation Development, Market Updates
Education
St. Olaf College 1987 — 1991
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
City National Rochdale September 2015 - Present
Nationwide Financial November 2012 - September 2015
BlackRock March 2004 - August 2012
Dreyfus September 1999 - February 2004
Chase September 1998 - August 1999
Skills
Capital Markets Advisory, Financial Analysis, Financial Advisory, Strategic Financial..., Sales Presentations, Sales Process, Client Presentation, Presentation Development, Market Updates
Education
St. Olaf College 1987 — 1991
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Richard Farrell Richard Farrell's Nationwide Financial Experience May 2009 - Present
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial May 2009 - Present
Transamerica October 1998 - May 2009
Jackson National Life Insurance Co. December 1995 - October 1998
Loyola Investment Services, Inc June 1990 - December 1995
Skills
Financial Services, Retirement Planning, Variable Annuities, Fixed Annuities, SPIA, Mutual Funds, Series 7, Series 26, Series 63, Alternative Investments, Asset Allocation
Education
Randolph-Macon College 1980 — 1984
BA, Political Science
The American College 1995 — 1995
ChFC, CLU
Calvert Hall High School 1976 — 1980
Nationwide Financial May 2009 - Present
Transamerica October 1998 - May 2009
Jackson National Life Insurance Co. December 1995 - October 1998
Loyola Investment Services, Inc June 1990 - December 1995
Skills
Financial Services, Retirement Planning, Variable Annuities, Fixed Annuities, SPIA, Mutual Funds, Series 7, Series 26, Series 63, Alternative Investments, Asset Allocation
Education
Randolph-Macon College 1980 — 1984
BA, Political Science
The American College 1995 — 1995
ChFC, CLU
Calvert Hall High School 1976 — 1980
Michael Azzaro Michael Azzaro's Nationwide Financial Experience August 1998 - March 2001
Job Vice President, Market Sales Manager Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
BBVA Compass February 2013 - July 2015
Credit Union Financial Network March 2009 - November 2011
Pacific Life October 2002 - December 2008
Lincoln Financial Distributors March 2001 - October 2002
Nationwide Financial August 1998 - March 2001
Skills
Wealth Management, Investments, Retirement, Sales Management, Leadership, Marketing, Sales Coaching, Personal Financial..., Series 7, Series 24, Series 63, Series 65, Variable Annuities, Mutual Funds, Fixed Annuities, Insurance, Regulatory Compliance, Trade Compliance, Financial Services
Education
Southern Oregon University
Business and Communications
Bank of America Merrill Lynch July 2015 - Present
BBVA Compass February 2013 - July 2015
Credit Union Financial Network March 2009 - November 2011
Pacific Life October 2002 - December 2008
Lincoln Financial Distributors March 2001 - October 2002
Nationwide Financial August 1998 - March 2001
Skills
Wealth Management, Investments, Retirement, Sales Management, Leadership, Marketing, Sales Coaching, Personal Financial..., Series 7, Series 24, Series 63, Series 65, Variable Annuities, Mutual Funds, Fixed Annuities, Insurance, Regulatory Compliance, Trade Compliance, Financial Services
Education
Southern Oregon University
Business and Communications
Anne Soucy Anne Soucy's Nationwide Financial Experience September 2010 - Present
Job Vice PresidentDCIOMutual Funds at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2010 - Present
Old Mutual Financial Network December 2007 - February 2009
Old Mutual Asset Management December 2007 - February 2009
FRC 2006 - 2007
Consultant 2003 - 2007
Rydex Investments 2004 - 2005
Sun Life Distributors 1997 - 2000
MetLife Investors 1996 - 1997
MFS 1992 - 1996
MFS Investment Management 1988 - 1992
Skills
Mutual Funds, Financial Services, Relationship Management, Retirement Planning, Series 63, Asset Allocation, Investments, Alternative Investments, Annuities, Retirement Income..., Asset Management, Start-ups, Leadership, Sales, Variable Annuities, Management, Marketing, Strategic Planning, Securities
Education
Plymouth State University
BS
Nationwide Financial September 2010 - Present
Old Mutual Financial Network December 2007 - February 2009
Old Mutual Asset Management December 2007 - February 2009
FRC 2006 - 2007
Consultant 2003 - 2007
Rydex Investments 2004 - 2005
Sun Life Distributors 1997 - 2000
MetLife Investors 1996 - 1997
MFS 1992 - 1996
MFS Investment Management 1988 - 1992
Skills
Mutual Funds, Financial Services, Relationship Management, Retirement Planning, Series 63, Asset Allocation, Investments, Alternative Investments, Annuities, Retirement Income..., Asset Management, Start-ups, Leadership, Sales, Variable Annuities, Management, Marketing, Strategic Planning, Securities
Education
Plymouth State University
BS
Randy Nunez Randy Nunez's Nationwide Financial Experience April 2013 - Present
Job Field Services Representative at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial April 2013 - Present
Nationwide Financial February 2009 - April 2013
Wells Fargo 2005 - 2006
Morgan Stanley January 2004 - June 2005
Hub International 2000 - 2003
Bank of America 1997 - 1999
Skills
Mutual Funds, Retirement Planning, Series 7, Sales, Uniform Combined State..., Retirement, Investments, Strategic Planning, Fixed Annuities, Risk Management, Wealth Management, Finance, Portfolio Management, Securities, Financial Services, Banking, Insurance, Mortgage Lending
Education
The University of New Mexico 1989 — 1996
Bachelor of Arts (BA)
San Diego State University-California State University
Nationwide Financial April 2013 - Present
Nationwide Financial February 2009 - April 2013
Wells Fargo 2005 - 2006
Morgan Stanley January 2004 - June 2005
Hub International 2000 - 2003
Bank of America 1997 - 1999
Skills
Mutual Funds, Retirement Planning, Series 7, Sales, Uniform Combined State..., Retirement, Investments, Strategic Planning, Fixed Annuities, Risk Management, Wealth Management, Finance, Portfolio Management, Securities, Financial Services, Banking, Insurance, Mortgage Lending
Education
The University of New Mexico 1989 — 1996
Bachelor of Arts (BA)
San Diego State University-California State University
Miki Hardisty (Moore)'s Nationwide Financial Experience March 1998 - March 2000
Job
Industry Information Technology and Services
Experience
Obzervant June 2015 - Present
LPL Financial February 2014 - June 2015
Dell October 2010 - February 2014
HyveWorks, Inc. February 2010 - September 2010
Michael and Susan Dell Foundation April 2008 - January 2010
Dell, Inc March 2004 - April 2008
Advanced Micro Devices August 2003 - March 2004
Nationwide Financial March 1998 - March 2000
GE December 1996 - March 1998
NASA Ames Research Center June 1993 - December 1995
Skills
PaaS, IT Management, Project Delivery, Agile Methodologies, Enterprise Architecture, SDLC, Business Intelligence, Data Warehousing, Customer Experience..., Business Process..., Requirements Analysis, Program Management, Cross-functional Team..., Product Management, PMP, SaaS, Software Development, Integration, Management, Enterprise Software, Cloud Computing, Databases, E-commerce, Change Management, Leadership, Online Marketing..., Product Marketing, SQL, Team Leadership, Strategy, IT Strategy, Software Project..., Business Analysis, Consulting, Vendor Management, Project Management, Mobile Applications, Mobile Devices, CRM, Solution Architecture, Testing, Business Strategy, Architecture, Analysis, Microsoft SQL Server, Solution Selling, Process Improvement, Business Process, Web Development
Education
University of California, San Diego 2015 — 2017
Masters of Advanced Study
University of Washington 1991 — 1996
Bachelors of Science
Punahou School 1991 — 1991
Punahou High School 1990 — 1991
High School
Iolani 1986 — 1991
Obzervant June 2015 - Present
LPL Financial February 2014 - June 2015
Dell October 2010 - February 2014
HyveWorks, Inc. February 2010 - September 2010
Michael and Susan Dell Foundation April 2008 - January 2010
Dell, Inc March 2004 - April 2008
Advanced Micro Devices August 2003 - March 2004
Nationwide Financial March 1998 - March 2000
GE December 1996 - March 1998
NASA Ames Research Center June 1993 - December 1995
Skills
PaaS, IT Management, Project Delivery, Agile Methodologies, Enterprise Architecture, SDLC, Business Intelligence, Data Warehousing, Customer Experience..., Business Process..., Requirements Analysis, Program Management, Cross-functional Team..., Product Management, PMP, SaaS, Software Development, Integration, Management, Enterprise Software, Cloud Computing, Databases, E-commerce, Change Management, Leadership, Online Marketing..., Product Marketing, SQL, Team Leadership, Strategy, IT Strategy, Software Project..., Business Analysis, Consulting, Vendor Management, Project Management, Mobile Applications, Mobile Devices, CRM, Solution Architecture, Testing, Business Strategy, Architecture, Analysis, Microsoft SQL Server, Solution Selling, Process Improvement, Business Process, Web Development
Education
University of California, San Diego 2015 — 2017
Masters of Advanced Study
University of Washington 1991 — 1996
Bachelors of Science
Punahou School 1991 — 1991
Punahou High School 1990 — 1991
High School
Iolani 1986 — 1991
Kim Cashman Orange County Realtor Kim Cashman Orange County Realtor's Nationwide Financial Experience 2001 - 2005
Job Realtor at Keller Williams Mission Viejo
Industry Real Estate
Experience
Keller Williams Realty, Inc. June 2015 - Present
CENTURY 21 Award July 2014 - June 2015
Prudential Financial 2010 - 2014
Morgan Stanley 2005 - 2009
Nationwide Financial 2001 - 2005
Fortis Financial Group 1998 - 2000
American Skandia 1995 - 1997
Chemical Investment Services 1993 - 1995
Marine Midland Bank 1986 - 1993
Skills
Mutual Funds, Retirement Planning, Series 7, Series 63, Fixed Annuities, Financial Services, Sales, Investments, Insurance, Wealth Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Sarah Lawrence College
BA, Liberal Arts
Keller Williams Realty, Inc. June 2015 - Present
CENTURY 21 Award July 2014 - June 2015
Prudential Financial 2010 - 2014
Morgan Stanley 2005 - 2009
Nationwide Financial 2001 - 2005
Fortis Financial Group 1998 - 2000
American Skandia 1995 - 1997
Chemical Investment Services 1993 - 1995
Marine Midland Bank 1986 - 1993
Skills
Mutual Funds, Retirement Planning, Series 7, Series 63, Fixed Annuities, Financial Services, Sales, Investments, Insurance, Wealth Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Sarah Lawrence College
BA, Liberal Arts
Carol Bourdeau Carol Bourdeau's Nationwide Financial Experience June 2005 - September 2008
Job DetailOriented & Professional
Industry Financial Services
Experience
Citizens Financial Group, Inc. October 2014 - Present
Receptionist Position Eliminated March 2014 - October 2014
Studio Green Student Living Villages July 2013 - March 2014
Charles Wallace Insurance June 2012 - June 2013
CSC January 2010 - May 2012
MetLife October 2008 - September 2009
Nationwide Financial June 2005 - September 2008
Skills
Financial Services, Marketing, Life Insurance, Health Insurance, ITIL v3 Foundations..., Customer Service
Education
State University of New York College of Agriculture and Technology at Cobleskill 1973 — 1975
AAS w/Honors, Business
Troy High School, Troy, NY 1969 — 1973
Regents Deploma, College Entrance
Citizens Financial Group, Inc. October 2014 - Present
Receptionist Position Eliminated March 2014 - October 2014
Studio Green Student Living Villages July 2013 - March 2014
Charles Wallace Insurance June 2012 - June 2013
CSC January 2010 - May 2012
MetLife October 2008 - September 2009
Nationwide Financial June 2005 - September 2008
Skills
Financial Services, Marketing, Life Insurance, Health Insurance, ITIL v3 Foundations..., Customer Service
Education
State University of New York College of Agriculture and Technology at Cobleskill 1973 — 1975
AAS w/Honors, Business
Troy High School, Troy, NY 1969 — 1973
Regents Deploma, College Entrance
Aaron Williams, MBA CLTC Aaron Williams, MBA CLTC's Nationwide Financial Experience September 2007 - Present
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2007 - Present
Skills
Life Insurance, Estate Planning, Financial Services, Sales Management, Sales Presentations, Building Relationships, Business Relationship..., Territory..., Highly motivated..., Self-management, Influential Communicator, Team Leadership
Education
Rockhurst University
Master of Business Administration (MBA), Marketing/Finance
Saint Louis University
Bachelor of Science (BS), Finance
Nationwide Financial September 2007 - Present
Skills
Life Insurance, Estate Planning, Financial Services, Sales Management, Sales Presentations, Building Relationships, Business Relationship..., Territory..., Highly motivated..., Self-management, Influential Communicator, Team Leadership
Education
Rockhurst University
Master of Business Administration (MBA), Marketing/Finance
Saint Louis University
Bachelor of Science (BS), Finance
Stephen Miley Stephen Miley's Nationwide Financial Experience March 2007 - Present
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial March 2007 - Present
Invesco US November 2004 - March 2007
Invesco US January 2001 - November 2004
Fidelity January 1998 - January 2001
Skills
Investment Advisory, Separately Managed..., Mutual Funds, ETFs, Qualified Retirement..., ERISA, 401k, Profit Sharing, Defined Benefit, Pensions, Series 65, Hold Series 7, Fiduciary Services, Investments
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Finance, General
Nationwide Financial March 2007 - Present
Invesco US November 2004 - March 2007
Invesco US January 2001 - November 2004
Fidelity January 1998 - January 2001
Skills
Investment Advisory, Separately Managed..., Mutual Funds, ETFs, Qualified Retirement..., ERISA, 401k, Profit Sharing, Defined Benefit, Pensions, Series 65, Hold Series 7, Fiduciary Services, Investments
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Finance, General
Tiffany Lauer Tiffany Lauer's Nationwide Financial Experience March 2012 - July 2015
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions Regional Vice PresidentTransamericaJuly 2015 - Present
Nationwide Financial March 2012 - July 2015
John Hancock August 2000 - November 2011
Smith Barney June 1998 - July 2000
Cigna Retirement Plans March 1997 - May 1998
Van Kampen Funds 1992 - 1997
Skills
Retirement, 401k, Retirement Planning, Series 63, Qualified Retirement..., Series 6, Retirement Plan..., Defined Benefit, Profit Sharing, AIF, Defined Contribution, ERISA, Financial Services, Pensions
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Business Administration, Marketing
Transamerica Retirement Solutions Regional Vice PresidentTransamericaJuly 2015 - Present
Nationwide Financial March 2012 - July 2015
John Hancock August 2000 - November 2011
Smith Barney June 1998 - July 2000
Cigna Retirement Plans March 1997 - May 1998
Van Kampen Funds 1992 - 1997
Skills
Retirement, 401k, Retirement Planning, Series 63, Qualified Retirement..., Series 6, Retirement Plan..., Defined Benefit, Profit Sharing, AIF, Defined Contribution, ERISA, Financial Services, Pensions
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Business Administration, Marketing
Brent Ries Brent Ries's Nationwide Financial Experience June 2011 - Present
Job Regional Internal Consultant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2011 - Present
PNC Financial Services Group June 2008 - June 2011
New York Life September 2007 - June 2008
Management Solutions for Healthcare January 2005 - August 2007
Skills
Insurance, Series 63, Wealth Management, Series 6, Fixed Annuities, Mutual Funds, Retirement Planning, Customer Service, Finance, Life Insurance
Education
Pfeiffer University 1999 — 2003
Nationwide Financial June 2011 - Present
PNC Financial Services Group June 2008 - June 2011
New York Life September 2007 - June 2008
Management Solutions for Healthcare January 2005 - August 2007
Skills
Insurance, Series 63, Wealth Management, Series 6, Fixed Annuities, Mutual Funds, Retirement Planning, Customer Service, Finance, Life Insurance
Education
Pfeiffer University 1999 — 2003
Marissa Gargano's Nationwide Financial Experience June 2014 - Present
Job Actuarial Senior Analyst at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2014 - Present
Nationwide Financial May 2013 - August 2013
Hannover Re May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, VBA, Data Analysis, PowerPoint, Actuarial Science, SQL, Public Speaking, Teamwork, Time Management, Leadership, Financial Analysis
Education
Purdue University 2010 — 2014
Actuarial Science
Nationwide Financial June 2014 - Present
Nationwide Financial May 2013 - August 2013
Hannover Re May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, VBA, Data Analysis, PowerPoint, Actuarial Science, SQL, Public Speaking, Teamwork, Time Management, Leadership, Financial Analysis
Education
Purdue University 2010 — 2014
Actuarial Science
Eric Bright Eric Bright's Nationwide Financial Experience August 2010 - Present
Job Registered Representative at Nationwide Financial, Studied Geographic Information Systems
Industry Financial Services
Experience
Nationwide Financial August 2010 - Present
Heartland GIS May 2015 - August 2015
Sharon Records March 2009 - December 2009
David M. Berg March 2008 - December 2008
Quarterdeck Seafood Bar and Grill August 2005 - November 2006
The Bogey Inn May 2004 - October 2004
U.S. Army May 2000 - September 2004
Godfather Moretti's August 2003 - May 2004
Skills
Sales, Customer Service, Microsoft Excel, Fixed Annuities, GIS Application, Investments, Logistics, Series 6, Microsoft Word, Microsoft Office, ArcGIS, GIS, Cartography, Variable Annuities, Customer Service..., Supply, Analytical Skills, PowerPoint, Statistics, ArcScene, ArcMap, Data Management
Education
Columbus State Community College 2012 — 2015
Certificate in Geographic Information Systems, Geographic Information Science and Cartography, 3.8
The Ohio State University 2007 — 2010
Bachelor of Arts, Geography
Palm Beach Community College 2004 — 2007
Associate, Arts, GEC, Environment
Nationwide Financial August 2010 - Present
Heartland GIS May 2015 - August 2015
Sharon Records March 2009 - December 2009
David M. Berg March 2008 - December 2008
Quarterdeck Seafood Bar and Grill August 2005 - November 2006
The Bogey Inn May 2004 - October 2004
U.S. Army May 2000 - September 2004
Godfather Moretti's August 2003 - May 2004
Skills
Sales, Customer Service, Microsoft Excel, Fixed Annuities, GIS Application, Investments, Logistics, Series 6, Microsoft Word, Microsoft Office, ArcGIS, GIS, Cartography, Variable Annuities, Customer Service..., Supply, Analytical Skills, PowerPoint, Statistics, ArcScene, ArcMap, Data Management
Education
Columbus State Community College 2012 — 2015
Certificate in Geographic Information Systems, Geographic Information Science and Cartography, 3.8
The Ohio State University 2007 — 2010
Bachelor of Arts, Geography
Palm Beach Community College 2004 — 2007
Associate, Arts, GEC, Environment
B. Kendall Gregory B. Kendall Gregory's Nationwide Financial Experience May 2001 - December 2005
Job Insurance Agent, Financial Advisor.
Industry Insurance
Experience
Allstate Insurance. B.Kendall Gregory Agency INC. March 2015 - Present
Edward Jones October 2006 - May 2010
Nationwide Financial May 2001 - December 2005
New York City Department of Corrections December 1985 - December 2005
Union Federal Mortgage Corp. May 1994 - August 1998
Education
College Of Old Westbury 1997 — 2001
Bachelor's Degree, Finance and Financial Management Services
State University of New York College at Old Westbury 1997 — 2001
Bachelor's degree, Finance and Financial Management Services
Allstate Insurance. B.Kendall Gregory Agency INC. March 2015 - Present
Edward Jones October 2006 - May 2010
Nationwide Financial May 2001 - December 2005
New York City Department of Corrections December 1985 - December 2005
Union Federal Mortgage Corp. May 1994 - August 1998
Education
College Of Old Westbury 1997 — 2001
Bachelor's Degree, Finance and Financial Management Services
State University of New York College at Old Westbury 1997 — 2001
Bachelor's degree, Finance and Financial Management Services
Brian Disbrow Brian Disbrow's Nationwide Financial Experience January 2006 - May 2009
Job
Industry Information Technology and Services
Experience
Nationwide Insurance June 2011 - Present
Nationwide Insurance May 2009 - June 2011
Nationwide Financial January 2006 - May 2009
Nationwide Financial January 2004 - January 2006
Nationwide Financial January 1999 - January 2004
Nationwide Financial September 1997 - September 1999
Skills
Leadership, Enterprise Architecture, SDLC, IT Strategy, Strategic Planning, Processes Development, Financial Services
Education
Rowan University 1993 — 1997
Bachelor's Degree, Computer Science
Nationwide Insurance June 2011 - Present
Nationwide Insurance May 2009 - June 2011
Nationwide Financial January 2006 - May 2009
Nationwide Financial January 2004 - January 2006
Nationwide Financial January 1999 - January 2004
Nationwide Financial September 1997 - September 1999
Skills
Leadership, Enterprise Architecture, SDLC, IT Strategy, Strategic Planning, Processes Development, Financial Services
Education
Rowan University 1993 — 1997
Bachelor's Degree, Computer Science
Eric Reinhardt Eric Reinhardt's Nationwide Financial Experience May 2014 - Present
Job Financial Services Representative at Nationwide Financial
Industry Military
Experience
Nationwide Financial May 2014 - Present
Ohio Air National Guard February 2009 - Present
Nationwide Financial January 2014 - May 2014
Southern Ohio Medical Center July 2007 - February 2009
Skills
Leadership, Team Leadership, Microsoft Office, Military, Writing, Public Speaking, Critical Thinking, Computer Hardware, Computers, Microsoft Word, Microsoft Excel, Social Media, Military Experience, Learning Quickly, Security Clearance, Military Operations, Operational Planning, Phone Etiquette, Qualified Retirement..., Logistics
Education
Shawnee State University 2010 — 2012
Bachelor of Arts (B.A.), History, 3.32 GPA
The Ohio State University 2006 — 2010
History
Valley Local High School 2002 — 2006
High School Diploma, 3.76 GPA
Nationwide Financial May 2014 - Present
Ohio Air National Guard February 2009 - Present
Nationwide Financial January 2014 - May 2014
Southern Ohio Medical Center July 2007 - February 2009
Skills
Leadership, Team Leadership, Microsoft Office, Military, Writing, Public Speaking, Critical Thinking, Computer Hardware, Computers, Microsoft Word, Microsoft Excel, Social Media, Military Experience, Learning Quickly, Security Clearance, Military Operations, Operational Planning, Phone Etiquette, Qualified Retirement..., Logistics
Education
Shawnee State University 2010 — 2012
Bachelor of Arts (B.A.), History, 3.32 GPA
The Ohio State University 2006 — 2010
History
Valley Local High School 2002 — 2006
High School Diploma, 3.76 GPA
Katie (Phillips) Yun Katie (Phillips) Yun's Nationwide Financial Experience April 2010 - March 2013
Job Social Media Specialist at Nationwide Insurance
Industry Financial Services
Experience
Nationwide March 2013 - Present
Nationwide Financial April 2010 - March 2013
Nationwide Financial July 2008 - April 2010
Century National Bank July 2007 - September 2007
WHIZ Media Group September 2005 - May 2006
Skills
Customer Service, Leadership, Account Management, Management, Social Media, Strategic Planning, Business Analysis, Marketing, Process Improvement, Digital Marketing, Marketing Strategy, Content Development, SEO, Website Management, Brand Management, Online Marketing, Time Management, Social Media Marketing, Strategy, Training, Insurance, Analysis
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
MBA, Focus in International Business and Managment
University of Central Florida - College of Business Administration 2001 — 2005
BSBA, Marketing
Nationwide March 2013 - Present
Nationwide Financial April 2010 - March 2013
Nationwide Financial July 2008 - April 2010
Century National Bank July 2007 - September 2007
WHIZ Media Group September 2005 - May 2006
Skills
Customer Service, Leadership, Account Management, Management, Social Media, Strategic Planning, Business Analysis, Marketing, Process Improvement, Digital Marketing, Marketing Strategy, Content Development, SEO, Website Management, Brand Management, Online Marketing, Time Management, Social Media Marketing, Strategy, Training, Insurance, Analysis
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
MBA, Focus in International Business and Managment
University of Central Florida - College of Business Administration 2001 — 2005
BSBA, Marketing
Howard Crockett III, CMFC, CLTC Howard Crockett III, CMFC, CLTC's Nationwide Financial Experience 2013 - Present
Job Regional VP Sales at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2013 - Present
Genworth Financial 2013 - October 2013
Jackson National Life 2011 - 2013
Dreyfus 2008 - 2011
OppenheimerFunds Inc 2002 - 2008
OppenheimerFunds 2003 - 2007
Morgan Stanley 2000 - 2002
JP Morgan Chase 1999 - 2000
The Chase Manhattan Bank 1996 - 1999
Skills
Series 7, Series 66, Public Speaking, Conflict Resolution, Time Management, Investments, Financial Advisory, Mutual Funds, Annuities, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Separately Managed..., Retirement, Investment Strategies, Investment Advisory, Consultative Selling, Securities, Wholesaling, Bonds, Fixed Income, Equities, Managed Accounts, Financial Markets, Sales Management, New Business Development, Banking, Customer Relations, Customer Service, Salesforce.com, Marketing Strategy, Leadership, Long Term Care Insurance, Uniform Combined State..., Fixed Annuities, Selling, Life Insurance, Strategic Financial..., Sales, Financial Planning
Education
State University of New York - System 1992 — 1997
Chemistry / Education
Amityville
Nationwide Financial 2013 - Present
Genworth Financial 2013 - October 2013
Jackson National Life 2011 - 2013
Dreyfus 2008 - 2011
OppenheimerFunds Inc 2002 - 2008
OppenheimerFunds 2003 - 2007
Morgan Stanley 2000 - 2002
JP Morgan Chase 1999 - 2000
The Chase Manhattan Bank 1996 - 1999
Skills
Series 7, Series 66, Public Speaking, Conflict Resolution, Time Management, Investments, Financial Advisory, Mutual Funds, Annuities, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Separately Managed..., Retirement, Investment Strategies, Investment Advisory, Consultative Selling, Securities, Wholesaling, Bonds, Fixed Income, Equities, Managed Accounts, Financial Markets, Sales Management, New Business Development, Banking, Customer Relations, Customer Service, Salesforce.com, Marketing Strategy, Leadership, Long Term Care Insurance, Uniform Combined State..., Fixed Annuities, Selling, Life Insurance, Strategic Financial..., Sales, Financial Planning
Education
State University of New York - System 1992 — 1997
Chemistry / Education
Amityville
Maxwell Posival Maxwell Posival's Nationwide Financial Experience November 2009 - March 2010
Job Operations
Industry Import and Export
Experience
SEKO Store Development Services B.V. June 2015 - Present
Crane Worldwide Logistics July 2013 - June 2015
CEVA Logistics October 2010 - July 2013
Nationwide Financial November 2009 - March 2010
Skills
Import, International Finance, Currency, Political Risk Analysis, International Trade, Export, Operations Management, Negotiation, Supply Chain Management, Microsoft Office, Strategic Planning, Customer Service, Project Management, Microsoft Excel, Process Improvement, SAP, New Business Development, Business Strategy, Team Building, Customs Regulations, Import Export, Supply Chain, International Business, International Logistics, Transportation
Education
Saint Vincent College 2005 — 2009
Bachelor of Science (BS), International Business
Thomas Worthington HS
SEKO Store Development Services B.V. June 2015 - Present
Crane Worldwide Logistics July 2013 - June 2015
CEVA Logistics October 2010 - July 2013
Nationwide Financial November 2009 - March 2010
Skills
Import, International Finance, Currency, Political Risk Analysis, International Trade, Export, Operations Management, Negotiation, Supply Chain Management, Microsoft Office, Strategic Planning, Customer Service, Project Management, Microsoft Excel, Process Improvement, SAP, New Business Development, Business Strategy, Team Building, Customs Regulations, Import Export, Supply Chain, International Business, International Logistics, Transportation
Education
Saint Vincent College 2005 — 2009
Bachelor of Science (BS), International Business
Thomas Worthington HS
Michael J. Murphy CLU ChFC Michael J. Murphy CLU ChFC's Nationwide Financial Experience October 1981 - March 2003
Job Consultant / Golfer
Industry Financial Services
Experience
The Better Golf Academy for Kids August 2013 - Present
Real Estate Auditing Services Inc. January 2010 - Present
Security Benefit April 2005 - April 2008
Flexible Plan Investments, Ltd. January 2004 - April 2005
Nationwide Financial October 1981 - March 2003
Skills
Sales Management, Sales, New Business Development, Investments, Account Management, Sales Process, Relationship Management, Strategic Planning, Customer Service, Retirement Planning, Marketing, Asset Management, Marketing Strategy, CRM, Business Development, Team Building, Insurance, Mutual Funds, Direct Sales, Fixed Annuities
Education
Penn State University
BS, Insurance and Real Estate
The Better Golf Academy for Kids August 2013 - Present
Real Estate Auditing Services Inc. January 2010 - Present
Security Benefit April 2005 - April 2008
Flexible Plan Investments, Ltd. January 2004 - April 2005
Nationwide Financial October 1981 - March 2003
Skills
Sales Management, Sales, New Business Development, Investments, Account Management, Sales Process, Relationship Management, Strategic Planning, Customer Service, Retirement Planning, Marketing, Asset Management, Marketing Strategy, CRM, Business Development, Team Building, Insurance, Mutual Funds, Direct Sales, Fixed Annuities
Education
Penn State University
BS, Insurance and Real Estate
Rochelle Nulman, CEBS Rochelle Nulman, CEBS's Nationwide Financial Experience 1992 - Present
Job Regional Vice President at Nationwide
Industry Financial Services
Experience
Nationwide Financial 1992 - Present
mony 1979 - 1992
Manufacturers Hanover Trust 1978 - 1978
Skills
Series 63, Retirement Planning, Mutual Funds, Series 6, Variable Annuities, Investments, Retirement, Fixed Annuities, Securities, Financial Services, Asset Allocation, 401k, Insurance, Portfolio Management, IRAs, Strategic Financial..., Investment Strategies, Alternative Investments, FINRA, Fixed Income, Relationship Management, Bonds, Equities, Long-term Care, Retirement Plan..., Life & Health Insurance..., Pensions, Estate Planning, Financial Analysis, Defined Benefit, Qualified Retirement..., Asset Managment
Education
Queens College 1974 — 1978
ba, mathmatics
Nationwide Financial 1992 - Present
mony 1979 - 1992
Manufacturers Hanover Trust 1978 - 1978
Skills
Series 63, Retirement Planning, Mutual Funds, Series 6, Variable Annuities, Investments, Retirement, Fixed Annuities, Securities, Financial Services, Asset Allocation, 401k, Insurance, Portfolio Management, IRAs, Strategic Financial..., Investment Strategies, Alternative Investments, FINRA, Fixed Income, Relationship Management, Bonds, Equities, Long-term Care, Retirement Plan..., Life & Health Insurance..., Pensions, Estate Planning, Financial Analysis, Defined Benefit, Qualified Retirement..., Asset Managment
Education
Queens College 1974 — 1978
ba, mathmatics
Jeanann Smith's Nationwide Financial Experience March 2005 - October 2006
Job Director, Product Management at DTCC
Industry Financial Services
Experience
DTCC October 2009 - Present
The Depository Trust & Clearing Corporation October 2006 - October 2009
Nationwide Financial March 2005 - October 2006
Wells Fargo Investments December 2000 - March 2005
PrimeVest Financial Services June 1999 - December 2000
Piper Jaffray June 1995 - June 1999
Lincoln Financial Group 1987 - 1995
Lincoln Financial Group 1984 - 1995
Skills
Business Analysis, Mutual Funds, Fixed Annuities, Relationship Management, Vendor Management, Insurance, Project Management, SDLC, Financial Services, Banking, Management, Customer Service, Visio, Program Management, Team Leadership, Product Management, Equities, Requirements Analysis, Analysis, Series 7, Software Project..., Requirements Gathering, Business Process, Team Building, Fixed Income, Series 63, Securities, Process Improvement, Strategic Planning, Risk Management
Education
St. Catherine University 1996 — 1997
Business Management
University of Saint Francis 1991 — 1995
Business Management
DTCC October 2009 - Present
The Depository Trust & Clearing Corporation October 2006 - October 2009
Nationwide Financial March 2005 - October 2006
Wells Fargo Investments December 2000 - March 2005
PrimeVest Financial Services June 1999 - December 2000
Piper Jaffray June 1995 - June 1999
Lincoln Financial Group 1987 - 1995
Lincoln Financial Group 1984 - 1995
Skills
Business Analysis, Mutual Funds, Fixed Annuities, Relationship Management, Vendor Management, Insurance, Project Management, SDLC, Financial Services, Banking, Management, Customer Service, Visio, Program Management, Team Leadership, Product Management, Equities, Requirements Analysis, Analysis, Series 7, Software Project..., Requirements Gathering, Business Process, Team Building, Fixed Income, Series 63, Securities, Process Improvement, Strategic Planning, Risk Management
Education
St. Catherine University 1996 — 1997
Business Management
University of Saint Francis 1991 — 1995
Business Management
Kumar Jagdeo II Kumar Jagdeo II's Nationwide Financial Experience November 2012 - Present
Job Regional Vice President at Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial November 2012 - Present
The Vanguard Group March 2011 - May 2012
AllianceBernstein January 2001 - December 2010
AllianceBernstein September 1998 - January 2001
Skills
Investments, Fixed Income, Wealth Management, 529 Plans, Financial Advisory, Sales, Pensions, Separately Managed..., Series 7, Series 63, Mutual Funds, Relationship Management, etfs, ETFs, Alternative Investments, Asset Management, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA, Finance
Rider University 1999 — 2001
MBA, Finance
Richard Stockton College of New Jersey 1993 — 1997
BA, Marketing
Nationwide Financial November 2012 - Present
The Vanguard Group March 2011 - May 2012
AllianceBernstein January 2001 - December 2010
AllianceBernstein September 1998 - January 2001
Skills
Investments, Fixed Income, Wealth Management, 529 Plans, Financial Advisory, Sales, Pensions, Separately Managed..., Series 7, Series 63, Mutual Funds, Relationship Management, etfs, ETFs, Alternative Investments, Asset Management, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA, Finance
Rider University 1999 — 2001
MBA, Finance
Richard Stockton College of New Jersey 1993 — 1997
BA, Marketing
Anne Sutcliff (Buginas), CFP®, CRPC®, CRPS® Anne Sutcliff (Buginas), CFP®, CRPC®, CRPS®'s Nationwide Financial Experience 2003 - 2004
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2010 - Present
Merrill Lynch 2004 - September 2010
Nationwide Financial 2003 - 2004
UBS Financial Services, Inc. 2002 - 2003
Prudential Financial 1990 - 2002
Education
San Diego State University-California State University
BS, Finance
UBS Financial Services, Inc. October 2010 - Present
Merrill Lynch 2004 - September 2010
Nationwide Financial 2003 - 2004
UBS Financial Services, Inc. 2002 - 2003
Prudential Financial 1990 - 2002
Education
San Diego State University-California State University
BS, Finance
Venkata Jagan Buchireddy Venkata Jagan Buchireddy's Nationwide Financial Experience August 2010 - Present
Job Consultant at Nationwide Financial
Industry Information Technology and Services
Experience
Information Control Corporation August 2010 - Present
Nationwide Financial August 2010 - Present
CNA Insurance April 2007 - August 2010
Syntel August 2006 - August 2010
Satyam Computer services Limited 2000 - 2006
Skills
Java Enterprise Edition, Software Project..., Agile Methodologies, SDLC, SOA, Oracle, Requirements Analysis, Business Analysis, Enterprise Architecture, Unix, Weblogic, SQL, Web Services, Struts, Websphere, PL/SQL, Hibernate, Spring, Databases, Requirements Gathering, DB2, Software Development, Data Warehousing, Solution Architecture, WebSphere
Education
Sri Venkateswara University 1994 — 1998
B.Tech, Computer Science Engineering
S.K.P Junior College 1992 — 1994
Intermediate, Maths Physics Chemistry
Information Control Corporation August 2010 - Present
Nationwide Financial August 2010 - Present
CNA Insurance April 2007 - August 2010
Syntel August 2006 - August 2010
Satyam Computer services Limited 2000 - 2006
Skills
Java Enterprise Edition, Software Project..., Agile Methodologies, SDLC, SOA, Oracle, Requirements Analysis, Business Analysis, Enterprise Architecture, Unix, Weblogic, SQL, Web Services, Struts, Websphere, PL/SQL, Hibernate, Spring, Databases, Requirements Gathering, DB2, Software Development, Data Warehousing, Solution Architecture, WebSphere
Education
Sri Venkateswara University 1994 — 1998
B.Tech, Computer Science Engineering
S.K.P Junior College 1992 — 1994
Intermediate, Maths Physics Chemistry
Joseph M Calabretta, CPA, CMA, CFE Joseph M Calabretta, CPA, CMA, CFE's Nationwide Financial Experience August 2005 - November 2007
Job Accounting, Finance & Technology Professional
Industry Banking
Experience
Discover Financial Services November 2007 - June 2015
Nationwide Financial August 2005 - November 2007
Siemens Medical Solutions October 2003 - August 2005
Dade Behring Inc October 2003 - August 2005
Morgan, Lewis & Bockius LLP June 2000 - October 2003
Advanta February 1993 - June 2000
Boeing August 1991 - January 1993
Woodcock Washburn LLP September 1987 - August 1991
SmithKline Beecham January 1991 - March 1991
Skills
Forecasting, Budgets, Accounting, Strategic Financial..., Account Reconciliation, Analysis, Access, Finance, Hyperion Enterprise, Management, Business Planning, Change Management, Accounts Receivable, Project Planning, Accounts Payable, Microsoft Excel, Financial Analysis, Cash Flow, Variance Analysis, Financial Reporting
Education
Rutgers University – Camden 1997 — 2000
MBA, Finance & Information Technology, 3.7
Temple University 1989 — 1991
BBA, Accounting, 3.6
Central High School
Bachelor of Arts (BA), Mathematics
Discover Financial Services November 2007 - June 2015
Nationwide Financial August 2005 - November 2007
Siemens Medical Solutions October 2003 - August 2005
Dade Behring Inc October 2003 - August 2005
Morgan, Lewis & Bockius LLP June 2000 - October 2003
Advanta February 1993 - June 2000
Boeing August 1991 - January 1993
Woodcock Washburn LLP September 1987 - August 1991
SmithKline Beecham January 1991 - March 1991
Skills
Forecasting, Budgets, Accounting, Strategic Financial..., Account Reconciliation, Analysis, Access, Finance, Hyperion Enterprise, Management, Business Planning, Change Management, Accounts Receivable, Project Planning, Accounts Payable, Microsoft Excel, Financial Analysis, Cash Flow, Variance Analysis, Financial Reporting
Education
Rutgers University – Camden 1997 — 2000
MBA, Finance & Information Technology, 3.7
Temple University 1989 — 1991
BBA, Accounting, 3.6
Central High School
Bachelor of Arts (BA), Mathematics
Scott Bechtel's Nationwide Financial Experience May 2012 - November 2012
Job Regional Sales
Industry Financial Services
Experience
State Farm September 2013 - July 2014
Nationwide Financial May 2012 - November 2012
Prudential Financial November 2008 - April 2012
PII October 2001 - November 2008
Daou Systems, Inc. September 1999 - April 2001
McKesson January 1997 - August 1999
Skills
Retirement, Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Insurance, Financial Analysis, Brand Development, Budgeting, Business Planning, Strategic Planning, Succession Planning, Customer Relations, Sales Management, Sales Process, Confidence Building, Aggressive, New Business Development, Territory Planning, Creative Problem Solving, Consultative Selling, Customer Experience
Education
Susquehanna University 1989 — 1993
Business, Marketing
Management and Strategy Institute
Six Sigma Black Belt Professional
Emmaus High School
The American College
State Farm September 2013 - July 2014
Nationwide Financial May 2012 - November 2012
Prudential Financial November 2008 - April 2012
PII October 2001 - November 2008
Daou Systems, Inc. September 1999 - April 2001
McKesson January 1997 - August 1999
Skills
Retirement, Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Insurance, Financial Analysis, Brand Development, Budgeting, Business Planning, Strategic Planning, Succession Planning, Customer Relations, Sales Management, Sales Process, Confidence Building, Aggressive, New Business Development, Territory Planning, Creative Problem Solving, Consultative Selling, Customer Experience
Education
Susquehanna University 1989 — 1993
Business, Marketing
Management and Strategy Institute
Six Sigma Black Belt Professional
Emmaus High School
The American College
Darryl Meadows's Nationwide Financial Experience January 2014 - Present
Job Senior Manager at Accenture
Industry Financial Services
Experience
Accenture June 2000 - Present
Nationwide Financial January 2014 - Present
Large Global Investment Research Firm September 2012 - February 2014
CA Technologies December 2013 - January 2014
Farmers Insurance September 2013 - October 2013
Xcel Energy March 2012 - July 2012
The Hartford October 2011 - February 2012
Capital Group April 2011 - August 2011
Wells Fargo Advisors, LLC March 2009 - February 2011
Wells Fargo Advisors, LLC March 2008 - March 2009
Skills
Program/Project..., Project Delivery, Salesforce.com, Salesforce.com..., Data Architecture, Integration Architecture, Data Conversion and..., Technical Architecture..., Capital Markets, Asset Management, Mergers & Acquisitions
Education
Syracuse University 1996 — 1999
BS, Information Management & Technology
Accenture June 2000 - Present
Nationwide Financial January 2014 - Present
Large Global Investment Research Firm September 2012 - February 2014
CA Technologies December 2013 - January 2014
Farmers Insurance September 2013 - October 2013
Xcel Energy March 2012 - July 2012
The Hartford October 2011 - February 2012
Capital Group April 2011 - August 2011
Wells Fargo Advisors, LLC March 2009 - February 2011
Wells Fargo Advisors, LLC March 2008 - March 2009
Skills
Program/Project..., Project Delivery, Salesforce.com, Salesforce.com..., Data Architecture, Integration Architecture, Data Conversion and..., Technical Architecture..., Capital Markets, Asset Management, Mergers & Acquisitions
Education
Syracuse University 1996 — 1999
BS, Information Management & Technology
Rich Zachary's Nationwide Financial Experience January 2012 - Present
Job Regional Vice PresidentNationwide Funds
Industry Financial Services
Experience
Nationwide Financial January 2012 - Present
Nationwide Financial January 2008 - December 2011
Hartford Life November 2005 - February 2008
Pioneer Investments April 2001 - November 2005
Skills
Asset Management, Mutual Funds, Financial Planning, Annuity, Series 7, Annuities, Series 66, Wholesaling, Asset Allocation, Estate Planning, Wholesale, Asset Managment, Investment Advisory, Retirement, Investment Management, Retirement Planning, Uniform Combined State..., Strategic Financial..., Securities, Investments, Variable Annuities, Investment Strategies, Fixed Annuities, Life Insurance, Financial Advisory, Series 6, Fixed Income, Series 63, FINRA
Education
St. Mary's College of Maryland 1989 — 1993
Bachelor of Arts, English
Westtown School 1985 — 1988
High school diploma
Nationwide Financial January 2012 - Present
Nationwide Financial January 2008 - December 2011
Hartford Life November 2005 - February 2008
Pioneer Investments April 2001 - November 2005
Skills
Asset Management, Mutual Funds, Financial Planning, Annuity, Series 7, Annuities, Series 66, Wholesaling, Asset Allocation, Estate Planning, Wholesale, Asset Managment, Investment Advisory, Retirement, Investment Management, Retirement Planning, Uniform Combined State..., Strategic Financial..., Securities, Investments, Variable Annuities, Investment Strategies, Fixed Annuities, Life Insurance, Financial Advisory, Series 6, Fixed Income, Series 63, FINRA
Education
St. Mary's College of Maryland 1989 — 1993
Bachelor of Arts, English
Westtown School 1985 — 1988
High school diploma
Neil Stokes's Nationwide Financial Experience January 2015 - June 2015
Job Business Solution Architect (Consultant) at Nationwide Financial
Industry Information Technology and Services
Experience
Nationwide Financial January 2015 - June 2015
Westfield Group/Westfield Insurance January 2013 - December 2014
Cardinal Health January 2012 - December 2012
Huntington National Bank March 2011 - February 2012
JPMorgan Chase November 2009 - March 2011
Unicon - Int April 2008 - October 2009
JPMorgan Chase April 2007 - April 2008
ODJFS State of Ohio June 2005 - March 2007
Harris Moran April 1988 - April 2005
Skills
Business Architecture, Business Process Design, Six Sigma, SOA, Business Process..., Banking, Business Analysis, Architecture, BPMN, Solution Architecture, Business Process..., International Business, Business Process
Education
Penn State University 2014 — 2016
Master's Degree, Enterprise Architecture (Candidate Fall 2014)
Franklin University 2004 — 2007
B.S, Management Information Science
Columbus State 2002 — 2005
A.A.S, Object Oriented Programming
Nationwide Financial January 2015 - June 2015
Westfield Group/Westfield Insurance January 2013 - December 2014
Cardinal Health January 2012 - December 2012
Huntington National Bank March 2011 - February 2012
JPMorgan Chase November 2009 - March 2011
Unicon - Int April 2008 - October 2009
JPMorgan Chase April 2007 - April 2008
ODJFS State of Ohio June 2005 - March 2007
Harris Moran April 1988 - April 2005
Skills
Business Architecture, Business Process Design, Six Sigma, SOA, Business Process..., Banking, Business Analysis, Architecture, BPMN, Solution Architecture, Business Process..., International Business, Business Process
Education
Penn State University 2014 — 2016
Master's Degree, Enterprise Architecture (Candidate Fall 2014)
Franklin University 2004 — 2007
B.S, Management Information Science
Columbus State 2002 — 2005
A.A.S, Object Oriented Programming
James Tak's Nationwide Financial Experience January 2015 - Present
Job Senior Analyst, Business Consulting
Industry Financial Services
Experience
Nationwide Financial January 2015 - Present
Nationwide Financial March 2013 - January 2015
Nationwide Financial February 2009 - March 2013
Art Brands, LLC March 2008 - December 2008
SLG Media, Inc. August 2006 - December 2007
Skills
Marketing Strategy, Digital Strategy, Advertising, Management, New Business Development, Life Insurance, Term Life Insurance, Financial Planning, Fixed Annuities, Variable Annuities, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Publisher, Siebel, Oracle SQL Developer, Databases, Database Design, Database Administration, Oracle Database, Relational Databases, Access, Toad, Toad 9.0, Toad Data Modeler, VBA, WebFOCUS
Education
Skidmore College 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Nationwide Financial January 2015 - Present
Nationwide Financial March 2013 - January 2015
Nationwide Financial February 2009 - March 2013
Art Brands, LLC March 2008 - December 2008
SLG Media, Inc. August 2006 - December 2007
Skills
Marketing Strategy, Digital Strategy, Advertising, Management, New Business Development, Life Insurance, Term Life Insurance, Financial Planning, Fixed Annuities, Variable Annuities, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Publisher, Siebel, Oracle SQL Developer, Databases, Database Design, Database Administration, Oracle Database, Relational Databases, Access, Toad, Toad 9.0, Toad Data Modeler, VBA, WebFOCUS
Education
Skidmore College 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Brad Stephens's Nationwide Financial Experience May 2014 - Present
Job Senior Consultant
Industry Financial Services
Experience
Nationwide Financial May 2014 - Present
HighMark Capital Management May 2008 - December 2013
Union Bank of California July 2004 - May 2008
Farmers Financial Solutions 2003 - 2004
Sutro & Co / RBC Dain Rauscher 2002 - 2003
U.S. BANCORP PIPER JAFFRAY 1999 - 2002
Franklin Templeton 1991 - 1999
Skills
Mutual Funds, Investments, Series 63, Investment Advisory, Alternative Investments, Series 6, Asset Allocation, Investment Strategies, 401k, Defined Contribution, Qualified Retirement..., Investment Management, Retirement Planning, Retirement, Zephyr Style Advisor, Asset Management, Portfolio Management, Wealth Management, Retirement Plan..., Morningstar Direct, Thompson Portfolio..., FactSet
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Science in Business Administration, Marketing
Marin Catholic High School
Nationwide Financial May 2014 - Present
HighMark Capital Management May 2008 - December 2013
Union Bank of California July 2004 - May 2008
Farmers Financial Solutions 2003 - 2004
Sutro & Co / RBC Dain Rauscher 2002 - 2003
U.S. BANCORP PIPER JAFFRAY 1999 - 2002
Franklin Templeton 1991 - 1999
Skills
Mutual Funds, Investments, Series 63, Investment Advisory, Alternative Investments, Series 6, Asset Allocation, Investment Strategies, 401k, Defined Contribution, Qualified Retirement..., Investment Management, Retirement Planning, Retirement, Zephyr Style Advisor, Asset Management, Portfolio Management, Wealth Management, Retirement Plan..., Morningstar Direct, Thompson Portfolio..., FactSet
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Science in Business Administration, Marketing
Marin Catholic High School
Hongtao Zhang's Nationwide Financial Experience November 2005 - May 2009
Job Software Engineer at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan June 2014 - Present
Tekmark Global Solutions, LLC June 2014 - March 2015
CAS March 2014 - June 2014
Ohio Department of Job and Family Services August 2013 - February 2014
Sedgwick CMS October 2011 - August 2013
Nationwide Insurance May 2009 - September 2011
Nationwide Financial November 2005 - May 2009
Lucent Technologies March 2000 - October 2005
AT&T August 1997 - March 2000
Qwest Communications September 1996 - August 1997
Skills
Databases, Perl, Operating Systems
Education
University of Dayton 1998 — 2002
MS, Computer Science
Peking University 1987 — 1992
BS, Applied Mathematics
J.P. Morgan June 2014 - Present
Tekmark Global Solutions, LLC June 2014 - March 2015
CAS March 2014 - June 2014
Ohio Department of Job and Family Services August 2013 - February 2014
Sedgwick CMS October 2011 - August 2013
Nationwide Insurance May 2009 - September 2011
Nationwide Financial November 2005 - May 2009
Lucent Technologies March 2000 - October 2005
AT&T August 1997 - March 2000
Qwest Communications September 1996 - August 1997
Skills
Databases, Perl, Operating Systems
Education
University of Dayton 1998 — 2002
MS, Computer Science
Peking University 1987 — 1992
BS, Applied Mathematics
Morris, Ryan's Nationwide Financial Experience June 1996 - June 2004
Job Managing Director & Actuary at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company 2004 - Present
Nationwide Financial June 1996 - June 2004
Skills
Actuarial Science, Life Insurance, Reinsurance, Valuation, Pricing, Cash Flow Testing and..., Annuities, Asset/Liability Modeling, Forecasting, Finance Transformation, Recruiting and Talent...
Education
Purdue University 1992 — 1996
Bachelor of Science (B.S.), Actuarial Science
New York Life Insurance Company 2004 - Present
Nationwide Financial June 1996 - June 2004
Skills
Actuarial Science, Life Insurance, Reinsurance, Valuation, Pricing, Cash Flow Testing and..., Annuities, Asset/Liability Modeling, Forecasting, Finance Transformation, Recruiting and Talent...
Education
Purdue University 1992 — 1996
Bachelor of Science (B.S.), Actuarial Science
Felipe Bedón's Nationwide Financial Experience May 2011 - February 2012
Job Banking Officer at FirstBank
Industry Financial Services
Experience
FirstBank August 2014 - Present
Palm Beach Atlantic University August 2012 - May 2014
Nationwide Financial May 2011 - February 2012
Enterprise Rent-A-Car May 2010 - August 2010
Skills
PowerPoint, Leadership, Time Management, Team Building, Event Management, Marketing Communications, Fundraising, Microsoft Word, Marketing, Nonprofits, Advertising, Banking, Public Speaking, Event Planning, Microsoft Office
Education
Palm Beach Atlantic University 2012 — 2014
Master of Business Administration, 3.85/4
Taylor University 2007 — 2011
Bachelor of Arts, Management and Marketing
FirstBank August 2014 - Present
Palm Beach Atlantic University August 2012 - May 2014
Nationwide Financial May 2011 - February 2012
Enterprise Rent-A-Car May 2010 - August 2010
Skills
PowerPoint, Leadership, Time Management, Team Building, Event Management, Marketing Communications, Fundraising, Microsoft Word, Marketing, Nonprofits, Advertising, Banking, Public Speaking, Event Planning, Microsoft Office
Education
Palm Beach Atlantic University 2012 — 2014
Master of Business Administration, 3.85/4
Taylor University 2007 — 2011
Bachelor of Arts, Management and Marketing
Amy Duling's Nationwide Financial Experience 2014 - Present
Job AVP Head of Product Development | Investment Management Group | Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial 2014 - Present
Scotia Institutional Investments US (formerly DundeeWealth US) 2006 - 2013
Constellation Funds Group 2004 - 2006
Turner Investment Partners 1999 - 2004
Pilgrim Baxter & Associates 1997 - 1999
Newbold's Asset Management 1994 - 1996
Skills
Mutual Funds, Due Diligence, Securities Regulation, Risk Management, Wealth Management, Product Management, Mergers & Acquisitions, Strategy, Business Development, Finance, Business Planning, Product Development, Financial Advisory, Leadership
Education
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Finance
Temple University
BA, English
Nationwide Financial 2014 - Present
Scotia Institutional Investments US (formerly DundeeWealth US) 2006 - 2013
Constellation Funds Group 2004 - 2006
Turner Investment Partners 1999 - 2004
Pilgrim Baxter & Associates 1997 - 1999
Newbold's Asset Management 1994 - 1996
Skills
Mutual Funds, Due Diligence, Securities Regulation, Risk Management, Wealth Management, Product Management, Mergers & Acquisitions, Strategy, Business Development, Finance, Business Planning, Product Development, Financial Advisory, Leadership
Education
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Finance
Temple University
BA, English
Michael Butler AIF ® , CRPS's Nationwide Financial Experience June 2013 - Present
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2013 - Present
AXA Equitable 2012 - June 2013
Oppenheimerfunds January 2008 - October 2011
OppenheimerFunds January 2004 - January 2008
OppenheimerFunds August 2000 - January 2004
Hewitt Associates August 1999 - August 2000
Diversified Investment Advisors January 1998 - August 1999
Skills
401k, Mutual Funds, Retirement, Series 63, Defined Benefit, Defined Contribution, Series 7, Series 6, IRAs, Consultative Approach, ERISA, CRPS, Key Account, Banking, Life Insurance, Retirement Planning, AIF, Life Insurance License, Relationship Management, Financial Services, Series 66
Education
Siena College 1993 — 1997
BA, Sociology
Iona Prep 1989 — 1993
Nationwide Financial June 2013 - Present
AXA Equitable 2012 - June 2013
Oppenheimerfunds January 2008 - October 2011
OppenheimerFunds January 2004 - January 2008
OppenheimerFunds August 2000 - January 2004
Hewitt Associates August 1999 - August 2000
Diversified Investment Advisors January 1998 - August 1999
Skills
401k, Mutual Funds, Retirement, Series 63, Defined Benefit, Defined Contribution, Series 7, Series 6, IRAs, Consultative Approach, ERISA, CRPS, Key Account, Banking, Life Insurance, Retirement Planning, AIF, Life Insurance License, Relationship Management, Financial Services, Series 66
Education
Siena College 1993 — 1997
BA, Sociology
Iona Prep 1989 — 1993
Mary Ann Borrelli's Nationwide Financial Experience August 1990 - August 2003
Job Director and Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial March 2014 - Present
ING June 2011 - February 2014
ING November 2005 - May 2011
ING August 2003 - November 2005
Nationwide Financial August 1990 - August 2003
Skills
Fixed Annuities, Financial Risk, Actuarial Science, ALM, Insurance, Reinsurance, Risk Management, Economic Capital, Management, Financial Analysis, Enterprise Risk...
Education
Rutgers University-New Brunswick 1984 — 1988
B.A., Mathematics, English
Prudential Financial March 2014 - Present
ING June 2011 - February 2014
ING November 2005 - May 2011
ING August 2003 - November 2005
Nationwide Financial August 1990 - August 2003
Skills
Fixed Annuities, Financial Risk, Actuarial Science, ALM, Insurance, Reinsurance, Risk Management, Economic Capital, Management, Financial Analysis, Enterprise Risk...
Education
Rutgers University-New Brunswick 1984 — 1988
B.A., Mathematics, English
Larry Zhao, Ph.D., CFA, FSA, CERA, FRM's Nationwide Financial Experience March 2012 - May 2015
Job Senior Director at AXA US
Industry Insurance
Experience
AXA US May 2015 - Present
Nationwide Financial March 2012 - May 2015
Unum Provident Investment Management March 2009 - March 2012
Susquehanna International Group August 2006 - March 2009
ING US Financial Services April 2004 - August 2006
ING Bank April 2003 - April 2004
University of Pennsylvania September 1997 - February 2002
Skills
Portfolio Management, Derivatives, Capital Markets, ALM, Equities, Risk Management, Hedging, Financial Modeling, Financial Risk, Investment Strategies, Quantitative Analytics, Investments, Analysis, Trading, Options, Interest Rate...
Education
University of Pennsylvania 1997 — 2001
Ph.D., Computer Modeling and Simulation
Peking University
B.S., Computer Science
Peking University
M.S., Computer Science
ShanDong University of Medicine
Gifted Young Program (少年班)
AXA US May 2015 - Present
Nationwide Financial March 2012 - May 2015
Unum Provident Investment Management March 2009 - March 2012
Susquehanna International Group August 2006 - March 2009
ING US Financial Services April 2004 - August 2006
ING Bank April 2003 - April 2004
University of Pennsylvania September 1997 - February 2002
Skills
Portfolio Management, Derivatives, Capital Markets, ALM, Equities, Risk Management, Hedging, Financial Modeling, Financial Risk, Investment Strategies, Quantitative Analytics, Investments, Analysis, Trading, Options, Interest Rate...
Education
University of Pennsylvania 1997 — 2001
Ph.D., Computer Modeling and Simulation
Peking University
B.S., Computer Science
Peking University
M.S., Computer Science
ShanDong University of Medicine
Gifted Young Program (少年班)
Adrienne Brockington's Nationwide Financial Experience January 2009 - Present
Job Fiscal Accounting Assistant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2009 - Present
Calamos Investments July 2006 - September 2008
Scottrade 2005 - 2006
Education
Webster University 2007 — 2008
MBA, Business
Saint Louis University 1997 — 2001
BSBA, Finance
Nationwide Financial January 2009 - Present
Calamos Investments July 2006 - September 2008
Scottrade 2005 - 2006
Education
Webster University 2007 — 2008
MBA, Business
Saint Louis University 1997 — 2001
BSBA, Finance
Michael Genovese's Nationwide Financial Experience 2001 - 2002
Job Financial Products Specialist at Internal Revenue Service
Industry Financial Services
Experience
Internal Revenue Service April 2009 - Present
Citi 2005 - April 2009
PNC 2002 - 2005
Nationwide Financial 2001 - 2002
Merrill Lynch 1995 - 2001
The Ayco Company, L.P., a Goldman Sachs Company 1993 - 1995
Law Firm Experience 1990 - 1993
CPA Firm & Accounting Experience 1981 - 1990
Skills
Financial Analysis, Risk Management, Banking, Accounting, Finance, Financial Reporting, Financial Risk, Internal Controls, Microsoft Office, Financial Services, Internal Audit
Education
Seton Hall University School of Law 1987 — 1991
Doctor of Law (JD), Estate and Trust Law/Tax Law
Villanova University 1975 — 1980
Bachelor of Science (BS), Accounting
Internal Revenue Service April 2009 - Present
Citi 2005 - April 2009
PNC 2002 - 2005
Nationwide Financial 2001 - 2002
Merrill Lynch 1995 - 2001
The Ayco Company, L.P., a Goldman Sachs Company 1993 - 1995
Law Firm Experience 1990 - 1993
CPA Firm & Accounting Experience 1981 - 1990
Skills
Financial Analysis, Risk Management, Banking, Accounting, Finance, Financial Reporting, Financial Risk, Internal Controls, Microsoft Office, Financial Services, Internal Audit
Education
Seton Hall University School of Law 1987 — 1991
Doctor of Law (JD), Estate and Trust Law/Tax Law
Villanova University 1975 — 1980
Bachelor of Science (BS), Accounting
Vickey Jefferson's Nationwide Financial Experience May 2003 - March 2008
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Nationwide Financial May 2003 - March 2008
Nationwide Financial June 2001 - May 2003
Provident Bank November 1998 - April 2000
Education
Purdue University 1983 — 1988
Nationwide Financial May 2003 - March 2008
Nationwide Financial June 2001 - May 2003
Provident Bank November 1998 - April 2000
Education
Purdue University 1983 — 1988
Paul Nedeau, CPLP's Nationwide Financial Experience August 2012 - November 2013
Job Learning Program Manager
Industry Retail
Experience
Hussmann December 2013 - Present
Nationwide Financial August 2012 - November 2013
Cardinal Health August 2010 - August 2012
Cardinal Health June 2006 - August 2010
Dollar Tree Stores April 2004 - June 2006
Dollar General August 2002 - March 2004
Skills
Training Delivery, Training, Leadership Development, Retail, Healthcare, Performance Improvement, Instructional Design, Needs Analysis, Salesforce Training, Building Relationships, Curriculum Development, Process Improvement, Coaching, Employee Training, Performance Management, Blended Learning
Education
American Society of Training & Development 2005 — 2006
CPLP, Certified Professional in Learning & Performance
Saint Mary's University of Minnesota
Bachelor of Arts, Journalism/Mass Communication
Hussmann December 2013 - Present
Nationwide Financial August 2012 - November 2013
Cardinal Health August 2010 - August 2012
Cardinal Health June 2006 - August 2010
Dollar Tree Stores April 2004 - June 2006
Dollar General August 2002 - March 2004
Skills
Training Delivery, Training, Leadership Development, Retail, Healthcare, Performance Improvement, Instructional Design, Needs Analysis, Salesforce Training, Building Relationships, Curriculum Development, Process Improvement, Coaching, Employee Training, Performance Management, Blended Learning
Education
American Society of Training & Development 2005 — 2006
CPLP, Certified Professional in Learning & Performance
Saint Mary's University of Minnesota
Bachelor of Arts, Journalism/Mass Communication
Eric Norton's Nationwide Financial Experience April 2011 - Present
Job at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial April 2011 - Present
JP Morgan Chase September 2009 - March 2011
Wholesaler Connect January 2009 - March 2011
Independent March 2007 - December 2008
Lincoln Financial Distributors February 2004 - May 2007
PLANCO / The Hartford 2002 - 2004
Skills
Sales, Strategic Partnerships, Leadership, CRM, Competitive Analysis, Insurance, Strategy, Investments, New Business Development, Fixed Annuities, Management, Marketing
Education
Skidmore College 1997 — 2001
Business Major
Nationwide Financial April 2011 - Present
JP Morgan Chase September 2009 - March 2011
Wholesaler Connect January 2009 - March 2011
Independent March 2007 - December 2008
Lincoln Financial Distributors February 2004 - May 2007
PLANCO / The Hartford 2002 - 2004
Skills
Sales, Strategic Partnerships, Leadership, CRM, Competitive Analysis, Insurance, Strategy, Investments, New Business Development, Fixed Annuities, Management, Marketing
Education
Skidmore College 1997 — 2001
Business Major
Benjamin Richer's Nationwide Financial Experience April 2014 - Present
Job Director, Asset Strategies, Portfolio Manager at Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial April 2014 - Present
Nationwide Financial March 2009 - April 2014
Nationwide Funds Group April 2007 - March 2009
Gartmore April 2006 - April 2007
Skills
Microsoft Office, PowerPoint, Word, Illustrator, Alternative Investments, Mutual Funds, Investments, Excel, Asset Management, Portfolio Management, Equities, Asset Allocation, Product Development, Data Analysis, Research, Bloomberg, Factset, Morningstar, Vizio, Series 7, Investment Management, Investment Strategies, Quantitative Analytics, Fund Of Funds, Separately Managed...
Education
Penn State University 2002 — 2006
Crime, Law & Justice, Business, Sociology
Nationwide Financial April 2014 - Present
Nationwide Financial March 2009 - April 2014
Nationwide Funds Group April 2007 - March 2009
Gartmore April 2006 - April 2007
Skills
Microsoft Office, PowerPoint, Word, Illustrator, Alternative Investments, Mutual Funds, Investments, Excel, Asset Management, Portfolio Management, Equities, Asset Allocation, Product Development, Data Analysis, Research, Bloomberg, Factset, Morningstar, Vizio, Series 7, Investment Management, Investment Strategies, Quantitative Analytics, Fund Of Funds, Separately Managed...
Education
Penn State University 2002 — 2006
Crime, Law & Justice, Business, Sociology
Rick Kline's Nationwide Financial Experience June 2014 - Present
Job Financial sales
Industry Insurance
Experience
Nationwide Financial June 2014 - Present
Nationwide Financial January 2013 - May 2014
Nationwide Financial Network January 2008 - December 2012
Skills
FINRA Series 26, 6, 63..., Fixed Annuities, Life Insurance, Series 63, Series 6, FINRA
Education
University of Baltimore 1992 — 1996
Master of Business Administration (M.B.A.), Business and Human Resources
Randolph-Macon College 1985 — 1989
Bachelor's degree, Business/Managerial Economics
Nationwide Financial June 2014 - Present
Nationwide Financial January 2013 - May 2014
Nationwide Financial Network January 2008 - December 2012
Skills
FINRA Series 26, 6, 63..., Fixed Annuities, Life Insurance, Series 63, Series 6, FINRA
Education
University of Baltimore 1992 — 1996
Master of Business Administration (M.B.A.), Business and Human Resources
Randolph-Macon College 1985 — 1989
Bachelor's degree, Business/Managerial Economics
David Kahl's Nationwide Financial Experience November 1998 - March 2005
Job IT Manager at Voya Financial
Industry Information Technology and Services
Experience
ING March 2006 - Present
Voya Financial March 2006 - Present
Nationwide Financial November 1998 - March 2005
Prudential Insurance August 1987 - November 1998
Skills
Requirements Analysis, SDLC, Requirements Gathering, DB2, Business Analysis, Business Requirements, SQL, User Acceptance Testing, Software Project..., Quality Center, Visio, SOA
Education
Penn State University
Masters, Information Sciences
ING March 2006 - Present
Voya Financial March 2006 - Present
Nationwide Financial November 1998 - March 2005
Prudential Insurance August 1987 - November 1998
Skills
Requirements Analysis, SDLC, Requirements Gathering, DB2, Business Analysis, Business Requirements, SQL, User Acceptance Testing, Software Project..., Quality Center, Visio, SOA
Education
Penn State University
Masters, Information Sciences
Kevin W. Cassidy's Nationwide Financial Experience April 2002 - Present
Job Investment Adviser Representative
Industry Financial Services
Experience
Nationwide Financial April 2002 - Present
Morgan Stanley April 1999 - April 2002
Skills
Uniform Combined State..., Series 63, Mutual Funds, Retirement, Alternative Investments, Retirement Planning, Financial Services, Series 7, Wealth Management, IRAs, Series 6, Fixed Annuities, Investment Advisory, Asset Management, Strategic Financial..., Insurance, 401k, Life Insurance, Securities, Asset Allocation, Investments, Financial Planning, FINRA, Financial Advisory
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1999
BA, Management
Nationwide Financial April 2002 - Present
Morgan Stanley April 1999 - April 2002
Skills
Uniform Combined State..., Series 63, Mutual Funds, Retirement, Alternative Investments, Retirement Planning, Financial Services, Series 7, Wealth Management, IRAs, Series 6, Fixed Annuities, Investment Advisory, Asset Management, Strategic Financial..., Insurance, 401k, Life Insurance, Securities, Asset Allocation, Investments, Financial Planning, FINRA, Financial Advisory
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1999
BA, Management
Eleana McLane's Nationwide Financial Experience June 2009 - Present
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2009 - Present
Dreyfus June 2002 - February 2009
Skills
Series 7, Separately Managed..., Series 63, Mutual Funds, Alternative Investments, Securities, Asset Allocation, Wealth Management, Fixed Income, Series 65, Asset Managment, Investments, Portfolio Management, Series 6, Uniform Combined State...
Education
Rider University
Business/Commerce, General
Garden City High School
Business/Commerce, General
Nationwide Financial June 2009 - Present
Dreyfus June 2002 - February 2009
Skills
Series 7, Separately Managed..., Series 63, Mutual Funds, Alternative Investments, Securities, Asset Allocation, Wealth Management, Fixed Income, Series 65, Asset Managment, Investments, Portfolio Management, Series 6, Uniform Combined State...
Education
Rider University
Business/Commerce, General
Garden City High School
Business/Commerce, General
Wendy Coticchia's Nationwide Financial Experience 1996 - 2000
Job Vice President Legal for Pivot Technology Solutions, Ltd and General Counsel for Applied Computer Solutions
Industry Legal Services
Experience
Pivot Technology Solutions, Ltd. January 2014 - Present
Trace3 October 2013 - December 2013
CertaPro Painters of Saddleback Valley December 2009 - December 2012
Jacko Law Group, PC 2009 - 2011
Charles Schwab 2006 - December 2008
Charles Schwab 2003 - 2006
Charles Schwab 2000 - 2003
Nationwide Financial 1996 - 2000
Skills
Corporate Law, Negotiation, Securities, Investments, Corporate Governance, Insurance, Strategy, Legal Writing, Finance, Risk Assessment, Financial Services, Sales Contracts, Business Strategy, Policy, Enterprise Software, Contract Negotiation, Management, Vendor Contracts, Purchase Contracts, Best Practices
Education
University of Pittsburgh School of Law 1993 — 1996
Juris Doctorate, Law
Penn State University 1988 — 1992
Liberal Arts, Pre-law
Pivot Technology Solutions, Ltd. January 2014 - Present
Trace3 October 2013 - December 2013
CertaPro Painters of Saddleback Valley December 2009 - December 2012
Jacko Law Group, PC 2009 - 2011
Charles Schwab 2006 - December 2008
Charles Schwab 2003 - 2006
Charles Schwab 2000 - 2003
Nationwide Financial 1996 - 2000
Skills
Corporate Law, Negotiation, Securities, Investments, Corporate Governance, Insurance, Strategy, Legal Writing, Finance, Risk Assessment, Financial Services, Sales Contracts, Business Strategy, Policy, Enterprise Software, Contract Negotiation, Management, Vendor Contracts, Purchase Contracts, Best Practices
Education
University of Pittsburgh School of Law 1993 — 1996
Juris Doctorate, Law
Penn State University 1988 — 1992
Liberal Arts, Pre-law
John Larson's Nationwide Financial Experience January 2001 - January 2007
Job VP Investment Specialist
Industry Financial Services
Experience
Summit Advisor Solutions July 2010 - Present
Global View Capital Management, Ltd. May 2014 - Present
Curian Capital January 2007 - June 2010
Nationwide Financial January 2001 - January 2007
Retirement Distribution Strategies January 2000 - January 2001
New England Financial January 1997 - January 2000
John Hancock Financial January 1995 - January 1997
Larson Paint and Hardware January 1982 - January 1995
Education
Salem State University
BA, Business Administration
Summit Advisor Solutions July 2010 - Present
Global View Capital Management, Ltd. May 2014 - Present
Curian Capital January 2007 - June 2010
Nationwide Financial January 2001 - January 2007
Retirement Distribution Strategies January 2000 - January 2001
New England Financial January 1997 - January 2000
John Hancock Financial January 1995 - January 1997
Larson Paint and Hardware January 1982 - January 1995
Education
Salem State University
BA, Business Administration
Eileen Hammond's Nationwide Financial Experience March 2012 - Present
Job Vice President of IPS and NFN Marketing at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial March 2012 - Present
Nationwide Financial October 2010 - March 2012
Nationwide Financial July 2006 - October 2010
AmerUs Group 2005 - 2006
New York Life 2000 - 2005
Skills
Investments, Marketing, Retirement, FINRA, Retirement Planning, Series 7, Financial Analysis, Fixed Annuities, Wealth Management, Life Insurance, Series 6, Financial Services, Insurance, Variable Annuities, Vendor Management, Team Building, Strategic Planning
Education
Ramapo College of New Jersey
Nationwide Financial March 2012 - Present
Nationwide Financial October 2010 - March 2012
Nationwide Financial July 2006 - October 2010
AmerUs Group 2005 - 2006
New York Life 2000 - 2005
Skills
Investments, Marketing, Retirement, FINRA, Retirement Planning, Series 7, Financial Analysis, Fixed Annuities, Wealth Management, Life Insurance, Series 6, Financial Services, Insurance, Variable Annuities, Vendor Management, Team Building, Strategic Planning
Education
Ramapo College of New Jersey
Jim Hamerstadt's Nationwide Financial Experience April 2013 - April 2014
Job Vice President, Wealth Management Retirement Plan Services at First Financial Bank
Industry Financial Services
Experience
First Financial Bank April 2014 - Present
Nationwide Financial April 2013 - April 2014
Fidelity Investments March 1995 - June 2012
Coors Brewing Company October 1992 - February 1995
DEKALB Energy Company January 1990 - October 1992
ROMO Corporation September 1988 - January 1990
Great West Life March 1986 - June 1988
Great-West Life Assurance Company September 1984 - March 1986
Petro-Lewis Corporation December 1980 - February 1984
Skills
Retirement Plans, 401(k) Plan Design, 401(k) Investment Design, Fee Negotiations, Conducts Employee..., Employee Communications, Retirement Planning, Defined Contribution, Investments, Benefits Negotiation, Internal Communications, Defined Benefit, Pensions, Qualified Retirement..., Retirement, ERISA, Employee Benefits, Profit Sharing, Series 6, 401k, Finance, Financial Services, Management, Mutual Funds, Wealth Management
Education
Purdue University - Krannert School of Management 1976 — 1980
BS, Finance
First Financial Bank April 2014 - Present
Nationwide Financial April 2013 - April 2014
Fidelity Investments March 1995 - June 2012
Coors Brewing Company October 1992 - February 1995
DEKALB Energy Company January 1990 - October 1992
ROMO Corporation September 1988 - January 1990
Great West Life March 1986 - June 1988
Great-West Life Assurance Company September 1984 - March 1986
Petro-Lewis Corporation December 1980 - February 1984
Skills
Retirement Plans, 401(k) Plan Design, 401(k) Investment Design, Fee Negotiations, Conducts Employee..., Employee Communications, Retirement Planning, Defined Contribution, Investments, Benefits Negotiation, Internal Communications, Defined Benefit, Pensions, Qualified Retirement..., Retirement, ERISA, Employee Benefits, Profit Sharing, Series 6, 401k, Finance, Financial Services, Management, Mutual Funds, Wealth Management
Education
Purdue University - Krannert School of Management 1976 — 1980
BS, Finance
Jill O'Callaghan's Nationwide Financial Experience March 2003 - June 2012
Job Relationship Manager at Nationwide Retirement Plans
Industry Consumer Services
Experience
Nationwide Retirement Plans July 2013 - Present
Nationwide Retirement Plans June 2012 - June 2013
Nationwide Financial March 2003 - June 2012
Nationwide Retirment Solutions 2000 - 2003
Nationwide Retirement Solutions 1998 - 2000
Skills
Series 6, Serie 26, Mutual Funds, Fixed Annuities, Pensions, Investments, Financial Services
Education
The College of Saint Rose 2003 — 2005
MBA, Business Adminstration, A
Southern Illinois University, Carbondale 1988 — 1990
Bachelor of Science, Education
Nationwide Retirement Plans July 2013 - Present
Nationwide Retirement Plans June 2012 - June 2013
Nationwide Financial March 2003 - June 2012
Nationwide Retirment Solutions 2000 - 2003
Nationwide Retirement Solutions 1998 - 2000
Skills
Series 6, Serie 26, Mutual Funds, Fixed Annuities, Pensions, Investments, Financial Services
Education
The College of Saint Rose 2003 — 2005
MBA, Business Adminstration, A
Southern Illinois University, Carbondale 1988 — 1990
Bachelor of Science, Education
Joseph Del Sordo's Nationwide Financial Experience December 1994 - August 2008
Job Senior Developer at InsPro Technologies
Industry Computer Software
Experience
InsPro Technologies 2008 - Present
Philadelphia Flyers 2013 - 2015
Philadelphia Flyers 2013 - 2015
Nationwide Financial December 1994 - August 2008
Provident Mutual Life Insurance Company December 1994 - August 2008
Nationwide Financial Network December 1994 - August 2008
Adia Information Technologies September 1991 - December 1994
Electronic Data Systems May 1988 - September 1990
EDS May 1988 - September 1990
Skills
SQL, Testing, COBOL, JCL, HTML, Programming, Problem Solving, SQL Server, PL/SQL, Analysis, XML, SDLC, Visio, Mainframe, Excel, JavaScript, Java, Microsoft SQL Server, Oracle, Microsoft Excel, Business Analysis
Education
Philadelphia University 1982 — 1987
Bachelor of Science (BS), Computer Management
InsPro Technologies 2008 - Present
Philadelphia Flyers 2013 - 2015
Philadelphia Flyers 2013 - 2015
Nationwide Financial December 1994 - August 2008
Provident Mutual Life Insurance Company December 1994 - August 2008
Nationwide Financial Network December 1994 - August 2008
Adia Information Technologies September 1991 - December 1994
Electronic Data Systems May 1988 - September 1990
EDS May 1988 - September 1990
Skills
SQL, Testing, COBOL, JCL, HTML, Programming, Problem Solving, SQL Server, PL/SQL, Analysis, XML, SDLC, Visio, Mainframe, Excel, JavaScript, Java, Microsoft SQL Server, Oracle, Microsoft Excel, Business Analysis
Education
Philadelphia University 1982 — 1987
Bachelor of Science (BS), Computer Management
David Bernaus, CLU, ChFC's Nationwide Financial Experience February 2010 - December 2013
Job Managing Principal at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage January 2014 - Present
Nationwide Financial February 2010 - December 2013
AXA Equitable January 2008 - January 2010
Innovative Underwriters November 2006 - December 2007
AIG January 2005 - November 2006
The MONY Group August 2002 - January 2005
Manulife Financial September 1988 - January 2002
Education
Queen's University 1984 — 1988
Bachelor of Commerce, Finance and Marketing
The American College
CLU, ChFC
Highland Capital Brokerage January 2014 - Present
Nationwide Financial February 2010 - December 2013
AXA Equitable January 2008 - January 2010
Innovative Underwriters November 2006 - December 2007
AIG January 2005 - November 2006
The MONY Group August 2002 - January 2005
Manulife Financial September 1988 - January 2002
Education
Queen's University 1984 — 1988
Bachelor of Commerce, Finance and Marketing
The American College
CLU, ChFC
Bill Vassas PRP, AIF's Nationwide Financial Experience February 2007 - Present
Job Regional Vice President for Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial February 2007 - Present
OppenheimerFunds February 1999 - September 2006
Skills
401k, Series 7, Retirement Planning, Retirement, Series 63, Mutual Funds, Fixed Annuities, Retirement Plan..., Asset Allocation, Separately Managed..., Profit Sharing, Defined Benefit, Qualified Retirement..., Variable Annuities, IRAs, Investment Advisory, Wealth Management, ERISA, Defined Contribution, Pensions
Education
Seton Hall University 1991 — 1995
Bachelor of Science (B.S.), Psychology Major
Red Bank Catholic High School 1988 — 1991
Nationwide Financial February 2007 - Present
OppenheimerFunds February 1999 - September 2006
Skills
401k, Series 7, Retirement Planning, Retirement, Series 63, Mutual Funds, Fixed Annuities, Retirement Plan..., Asset Allocation, Separately Managed..., Profit Sharing, Defined Benefit, Qualified Retirement..., Variable Annuities, IRAs, Investment Advisory, Wealth Management, ERISA, Defined Contribution, Pensions
Education
Seton Hall University 1991 — 1995
Bachelor of Science (B.S.), Psychology Major
Red Bank Catholic High School 1988 — 1991
Will Daniel, CLU,CLTC,LUTCF's Nationwide Financial Experience October 2002 - Present
Job Regional Vice President at Nationwide
Industry Insurance
Experience
Nationwide Financial October 2002 - Present
Metlife March 2000 - October 2002
MetLife June 1993 - March 2000
Skills
Retirement Planning, Life Insurance, Retirement, Term Life Insurance, Long-term Care, Sales
Education
The American College 1998 — 2001
Chartered Life Underwriter
Pensacola State College 1981 — 1983
Nationwide Financial October 2002 - Present
Metlife March 2000 - October 2002
MetLife June 1993 - March 2000
Skills
Retirement Planning, Life Insurance, Retirement, Term Life Insurance, Long-term Care, Sales
Education
The American College 1998 — 2001
Chartered Life Underwriter
Pensacola State College 1981 — 1983
Henry Speeth's Nationwide Financial Experience August 1995 - September 1998
Job Senior Software Developer at Sharp HealthCare
Industry Information Technology and Services
Experience
Sharp HealthCare May 2009 - Present
Alnitak, Incorporated August 2007 - Present
Abbott Vascular Devices January 2007 - December 2008
Ligand Pharmaceuticals February 2004 - January 2007
Countrywide August 2003 - February 2004
BD Biosciences November 2002 - April 2003
Sempra Energy August 2002 - November 2002
Faspac Systems June 2001 - March 2002
Cap Gemini Ernst & Young September 1998 - May 2001
Nationwide Financial August 1995 - September 1998
Skills
Microsoft SQL Server, Servers, SQL, ASP.NET, XML, Databases, C#, Integration, SDLC, .NET, Process Improvement, Oracle, PL/SQL, Software Development, VB.NET, Software Documentation, Data Warehousing
Education
Stanford University 2008 — 2008
Advanced Computer Security Certification
Franklin University 1992 — 1995
Bachelor of Science in Accounting
Sharp HealthCare May 2009 - Present
Alnitak, Incorporated August 2007 - Present
Abbott Vascular Devices January 2007 - December 2008
Ligand Pharmaceuticals February 2004 - January 2007
Countrywide August 2003 - February 2004
BD Biosciences November 2002 - April 2003
Sempra Energy August 2002 - November 2002
Faspac Systems June 2001 - March 2002
Cap Gemini Ernst & Young September 1998 - May 2001
Nationwide Financial August 1995 - September 1998
Skills
Microsoft SQL Server, Servers, SQL, ASP.NET, XML, Databases, C#, Integration, SDLC, .NET, Process Improvement, Oracle, PL/SQL, Software Development, VB.NET, Software Documentation, Data Warehousing
Education
Stanford University 2008 — 2008
Advanced Computer Security Certification
Franklin University 1992 — 1995
Bachelor of Science in Accounting
Molly Hunt's Nationwide Financial Experience September 1999 - May 2001
Job Client Service Specialist at MB Senior Solutions
Industry Insurance
Experience
MB Senior Solutions August 2014 - Present
Southwest Cardiology November 2012 - August 2014
Kettering Medical Center July 2011 - November 2012
Nationwide Financial September 1999 - May 2001
Skills
STNA, CPR Certified, Knowledgeable in...
Education
School of Nurse Aid Training 2012 — 2012
Nurse Aid
Sinclair Community College 2008 — 2011
MB Senior Solutions August 2014 - Present
Southwest Cardiology November 2012 - August 2014
Kettering Medical Center July 2011 - November 2012
Nationwide Financial September 1999 - May 2001
Skills
STNA, CPR Certified, Knowledgeable in...
Education
School of Nurse Aid Training 2012 — 2012
Nurse Aid
Sinclair Community College 2008 — 2011
Drew Witchousky's Nationwide Financial Experience December 2014 - Present
Job Regional Annuity Wholesaler at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2014 - Present
Nationwide Financial May 2014 - December 2014
Nationwide Financial February 2011 - May 2014
Nationwide Financial March 2010 - February 2011
Skills
Investments, Financial Services, Mutual Funds, Retirement Planning, Product Management, Consultative Selling, Series 6, Variable Annuities, Life Insurance, Alternative Investments, Sales, Leadership, Fixed Annuities, Series 63, 401k, Financial Planning
Education
Piedmont College 2006 — 2008
BA, Business Administration
Piedmont College
Bachelor of Business Administration (B.B.A.)
Nationwide Financial December 2014 - Present
Nationwide Financial May 2014 - December 2014
Nationwide Financial February 2011 - May 2014
Nationwide Financial March 2010 - February 2011
Skills
Investments, Financial Services, Mutual Funds, Retirement Planning, Product Management, Consultative Selling, Series 6, Variable Annuities, Life Insurance, Alternative Investments, Sales, Leadership, Fixed Annuities, Series 63, 401k, Financial Planning
Education
Piedmont College 2006 — 2008
BA, Business Administration
Piedmont College
Bachelor of Business Administration (B.B.A.)
Scott Hiser PMP's Nationwide Financial Experience December 2008 - February 2009
Job Senior Analyst, Infrastructure Engineering at Nationwide Insurance
Industry Program Development
Experience
Nationwide Insurance August 2010 - Present
Nationwide Insurance December 2009 - August 2010
40 Plus of Central Ohio October 2009 - December 2009
Nationwide Financial December 2008 - February 2009
Capital City Consulting January 2007 - December 2008
TEKsystems August 2006 - December 2006
Indecon June 2003 - July 2006
Indecon, Inc June 2003 - July 2006
Borden Chemical November 1998 - June 2003
Borden Chemical 1998 - 2003
Education
SUNY Polytechnic Institute
BS, Computer Information Science
Nationwide Insurance August 2010 - Present
Nationwide Insurance December 2009 - August 2010
40 Plus of Central Ohio October 2009 - December 2009
Nationwide Financial December 2008 - February 2009
Capital City Consulting January 2007 - December 2008
TEKsystems August 2006 - December 2006
Indecon June 2003 - July 2006
Indecon, Inc June 2003 - July 2006
Borden Chemical November 1998 - June 2003
Borden Chemical 1998 - 2003
Education
SUNY Polytechnic Institute
BS, Computer Information Science
Lloyd Elliott's Nationwide Financial Experience 2004 - Present
Job Compliance Consultant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2004 - Present
Hackett Associates 2001 - 2004
Education
Saint Joseph's University 1983 — 1985
MBA, Master of Business Administration; Accounting
University of Delaware 1966 — 1970
BSBA, Finance and Economics Major
Nationwide Financial 2004 - Present
Hackett Associates 2001 - 2004
Education
Saint Joseph's University 1983 — 1985
MBA, Master of Business Administration; Accounting
University of Delaware 1966 — 1970
BSBA, Finance and Economics Major
Theodore Rodriguez's Nationwide Financial Experience August 1994 - December 1997
Job Associate General Counsel at ACI Worldwide, Inc.
Industry Computer Software
Experience
ACI Worldwide May 2012 - Present
Foxrock Properties LLC, an affiliate of Granite Telecommunications July 2008 - May 2012
Granite Telecommunications June 2006 - July 2008
Private Practice November 2003 - June 2006
Emplanet, Inc. May 2000 - October 2003
Fidelity Investments December 1997 - May 2000
Nationwide Financial August 1994 - December 1997
Baker & Hostetler LLP 1991 - 1994
Skills
Corporate Law, Regulatory Compliance, Contract Negotiation, Mergers & Acquisitions, Commercial Litigation, Corporate Governance, Intellectual Property, Legal Advice, Commercial Real Estate
Education
University of Pennsylvania Law School 1988 — 1991
Doctor of Law (JD), Law
Penn State University 1983 — 1987
Bachelor of Science (BS), Accounting
ACI Worldwide May 2012 - Present
Foxrock Properties LLC, an affiliate of Granite Telecommunications July 2008 - May 2012
Granite Telecommunications June 2006 - July 2008
Private Practice November 2003 - June 2006
Emplanet, Inc. May 2000 - October 2003
Fidelity Investments December 1997 - May 2000
Nationwide Financial August 1994 - December 1997
Baker & Hostetler LLP 1991 - 1994
Skills
Corporate Law, Regulatory Compliance, Contract Negotiation, Mergers & Acquisitions, Commercial Litigation, Corporate Governance, Intellectual Property, Legal Advice, Commercial Real Estate
Education
University of Pennsylvania Law School 1988 — 1991
Doctor of Law (JD), Law
Penn State University 1983 — 1987
Bachelor of Science (BS), Accounting
Madhavi T, PMP's Nationwide Financial Experience 2005 - 2009
Job Senior Business Analyst at Wipro Technologies
Industry Information Technology and Services
Experience
Wipro Technologies Systems AnalystEchoStar Corporation2009 - 2010
Nationwide Financial 2005 - 2009
Tata Consultancy Services August 2001 - November 2005
Skills
Business Analysis,..., Agile Methodologies, SDLC, Requirements Analysis, Web Services, Business Analysis, Requirements Gathering, SOA
Education
Sri Venkateswara University 1998 — 2001
M.C.A, Computers
Sri Venkateswara University 1995 — 1998
BSc Computers, Computer Applications
Jawahar Navodaya Vidyalaya 1988 — 1995
High school
Wipro Technologies Systems AnalystEchoStar Corporation2009 - 2010
Nationwide Financial 2005 - 2009
Tata Consultancy Services August 2001 - November 2005
Skills
Business Analysis,..., Agile Methodologies, SDLC, Requirements Analysis, Web Services, Business Analysis, Requirements Gathering, SOA
Education
Sri Venkateswara University 1998 — 2001
M.C.A, Computers
Sri Venkateswara University 1995 — 1998
BSc Computers, Computer Applications
Jawahar Navodaya Vidyalaya 1988 — 1995
High school
Greg Slone's Nationwide Financial Experience September 2000 - February 2004
Job AVP Head of Quantitative Scenario Analysis Risk Modeling and Analytics
Industry Insurance
Experience
The Hartford August 2013 - Present
The Hartford April 2012 - August 2013
Algorithmics, an IBM Company July 2008 - March 2012
Nationwide Insurance September 2006 - May 2008
Nationwide Insurance February 2004 - September 2006
Nationwide Financial September 2000 - February 2004
Farmers Insurance (Closed Ohio office in 2000) March 2000 - September 2000
Skills
Actuarial Science, ALM, Economic Capital, Enterprise Risk..., Financial Risk, Risk Management, Quantitative Finance, Derivatives, VBA, Statistical Modeling, Market Risk, Reinsurance, Finance, Solvency II, Quantitative Analytics, Insurance, Portfolio Management, Financial Modeling, Investments, SAS, Risk Analysis, Valuation
Education
Stevens Institute of Technology
Master of Science (MS), Financial Engineering
The Ohio State University 1998 — 2000
MAS, Applied Statistics - Actuarial Science Emphasis
Western Kentucky University 1994 — 1998
BA, Mathematics
The Hartford August 2013 - Present
The Hartford April 2012 - August 2013
Algorithmics, an IBM Company July 2008 - March 2012
Nationwide Insurance September 2006 - May 2008
Nationwide Insurance February 2004 - September 2006
Nationwide Financial September 2000 - February 2004
Farmers Insurance (Closed Ohio office in 2000) March 2000 - September 2000
Skills
Actuarial Science, ALM, Economic Capital, Enterprise Risk..., Financial Risk, Risk Management, Quantitative Finance, Derivatives, VBA, Statistical Modeling, Market Risk, Reinsurance, Finance, Solvency II, Quantitative Analytics, Insurance, Portfolio Management, Financial Modeling, Investments, SAS, Risk Analysis, Valuation
Education
Stevens Institute of Technology
Master of Science (MS), Financial Engineering
The Ohio State University 1998 — 2000
MAS, Applied Statistics - Actuarial Science Emphasis
Western Kentucky University 1994 — 1998
BA, Mathematics
John Desselle, MBA, CRC's Nationwide Financial Experience June 2007 - Present
Job Investment Advisor Representative at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2007 - Present
Carolina Capital Management July 2006 - May 2007
Stevenson & Palmer Engineering, Inc. August 2001 - March 2006
Bovis Lend Lease, Inc June 2000 - August 2001
Stevenson & Palmer Engineering, Inc. August 1994 - June 2000
Skills
Insurance, Business Development, Budgets, Leadership, Customer Service, Business Planning, Human Resources, Market Analysis, Research, Benefits Administration, Market Research, Direct Marketing, Funding, Market Planning, Collateral, Retirement, Strategy, Fixed Annuities, Financial Services, Strategic Planning, Mutual Funds, Government, Management, Investments, Finance, 401k
Education
Shorter College 1997 — 1999
Masters
University of Louisiana at Lafayette 1980 — 1986
Bachelor of Arts
Nationwide Financial June 2007 - Present
Carolina Capital Management July 2006 - May 2007
Stevenson & Palmer Engineering, Inc. August 2001 - March 2006
Bovis Lend Lease, Inc June 2000 - August 2001
Stevenson & Palmer Engineering, Inc. August 1994 - June 2000
Skills
Insurance, Business Development, Budgets, Leadership, Customer Service, Business Planning, Human Resources, Market Analysis, Research, Benefits Administration, Market Research, Direct Marketing, Funding, Market Planning, Collateral, Retirement, Strategy, Fixed Annuities, Financial Services, Strategic Planning, Mutual Funds, Government, Management, Investments, Finance, 401k
Education
Shorter College 1997 — 1999
Masters
University of Louisiana at Lafayette 1980 — 1986
Bachelor of Arts
Joseph Indelicato's Nationwide Financial Experience 1999 - 2007
Job Information Technology Specialist, Emergency Preparedness at NYS Department of Health
Industry Health, Wellness and Fitness
Experience
Brockport Fire Department April 2008 - Present
NYS Department of Health July 2007 - Present
New York State Department of Health 2007 - Present
Caritas Consulting, LLC. April 1997 - March 2008
Nationwide Financial 1999 - 2007
Centra Financial Group 1993 - 2005
Gates-Chili Fire Department April 1997 - 2003
Mendon Fire Department June 1993 - April 1997
Skills
Government, Program Management, Emergency Management, Policy, Disaster Response, System Administration, Public Speaking, Security, Troubleshooting, Project Management, Public Health, Homeland Security, Cpr Certified, Disaster Recovery, HIPAA, Healthcare, Healthcare Information..., Emergency Services, Help Desk Support, Nonprofits, PHP, Program Development, Training
Education
Rochester Institute of Technology 1994 — 1999
Bachelor's degree, Information Technology
Univeristy of Dayton
Brockport Fire Department April 2008 - Present
NYS Department of Health July 2007 - Present
New York State Department of Health 2007 - Present
Caritas Consulting, LLC. April 1997 - March 2008
Nationwide Financial 1999 - 2007
Centra Financial Group 1993 - 2005
Gates-Chili Fire Department April 1997 - 2003
Mendon Fire Department June 1993 - April 1997
Skills
Government, Program Management, Emergency Management, Policy, Disaster Response, System Administration, Public Speaking, Security, Troubleshooting, Project Management, Public Health, Homeland Security, Cpr Certified, Disaster Recovery, HIPAA, Healthcare, Healthcare Information..., Emergency Services, Help Desk Support, Nonprofits, PHP, Program Development, Training
Education
Rochester Institute of Technology 1994 — 1999
Bachelor's degree, Information Technology
Univeristy of Dayton
Ray McCarthy's Nationwide Financial Experience December 2003 - Present
Job Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2003 - Present
Nationwide Financial December 2001 - December 2003
Lincoln Financial Distributors 2000 - 2001
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Hornor Townsend & Kent 1995 - 1998
The Copeland Companies 1990 - 1995
Merrill Lynch 1989 - 1990
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Series 24, Retirement, Fixed Annuities, Financial Services, Variable Annuities, Asset Allocation, Alternative Investments, Securities, Investment Advisory, FINRA, ETFs, Uniform Combined State..., Financial Advisory, Retirement Planning, Public Speaking, Annuities, IRAs, Relationship Management, Life Insurance, Investment Strategies, Investments, Investment Management, Strategic Financial..., Wealth, Estate Planning, Bonds, Portfolio Management, Qualified Retirement..., Pensions, Long-term Care, Insurance, Management, Finance, Fixed Income, Sales, Equities, Business Development, Risk Management, Leadership, Marketing, Strategic Planning
Education
Rider University 1990 — 1994
MBA
The College of New Jersey 1984 — 1988
BS
Nationwide Financial December 2003 - Present
Nationwide Financial December 2001 - December 2003
Lincoln Financial Distributors 2000 - 2001
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Hornor Townsend & Kent 1995 - 1998
The Copeland Companies 1990 - 1995
Merrill Lynch 1989 - 1990
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Series 24, Retirement, Fixed Annuities, Financial Services, Variable Annuities, Asset Allocation, Alternative Investments, Securities, Investment Advisory, FINRA, ETFs, Uniform Combined State..., Financial Advisory, Retirement Planning, Public Speaking, Annuities, IRAs, Relationship Management, Life Insurance, Investment Strategies, Investments, Investment Management, Strategic Financial..., Wealth, Estate Planning, Bonds, Portfolio Management, Qualified Retirement..., Pensions, Long-term Care, Insurance, Management, Finance, Fixed Income, Sales, Equities, Business Development, Risk Management, Leadership, Marketing, Strategic Planning
Education
Rider University 1990 — 1994
MBA
The College of New Jersey 1984 — 1988
BS
Janak Bhutta's Nationwide Financial Experience February 2003 - Present
Job Fixed Income at Nationwide
Industry Investment Management
Experience
Nationwide Financial February 2003 - Present
DirectAdvice January 2001 - May 2002
Metropolitan Life Insurance Company June 1998 - June 2000
Education
Rutgers University-New Brunswick 1994 — 1998
Bachelors, Economics
Nationwide Financial February 2003 - Present
DirectAdvice January 2001 - May 2002
Metropolitan Life Insurance Company June 1998 - June 2000
Education
Rutgers University-New Brunswick 1994 — 1998
Bachelors, Economics
Amanda (Amanda Zahoran) Giornesto, ASA's Nationwide Financial Experience March 2013 - Present
Job Actuarial Senior Analyst at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial March 2013 - Present
Nationwide Insurance April 2011 - March 2013
Skills
Actuarial Science, Insurance, Life Insurance, Fixed Annuities, Retirement, Reinsurance, Underwriting, Pensions, General Insurance, Financial Risk, Risk Management, ALM, Property & Casualty..., Defined Benefit, Health Insurance, VBA, Economic Capital, SAS, Enterprise Risk..., Financial Modeling
Education
Penn State University 2006 — 2010
Bachelor's Degree, Actuarial Science, Minors in Statistics and International Business
Nationwide Financial March 2013 - Present
Nationwide Insurance April 2011 - March 2013
Skills
Actuarial Science, Insurance, Life Insurance, Fixed Annuities, Retirement, Reinsurance, Underwriting, Pensions, General Insurance, Financial Risk, Risk Management, ALM, Property & Casualty..., Defined Benefit, Health Insurance, VBA, Economic Capital, SAS, Enterprise Risk..., Financial Modeling
Education
Penn State University 2006 — 2010
Bachelor's Degree, Actuarial Science, Minors in Statistics and International Business
Saundra Hudspeth's Nationwide Financial Experience 2011 - Present
Job Field Securities Principal at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2011 - Present
Investment Professionals, Inc. 2010 - 2010
USAA Investment Management Company 1993 - 2010
Skills
Securities, Investments, Insurance, Investment Management, Financial Services, FINRA, Mutual Funds, Life Insurance, Series 6, Series 63, Series 7, Management, Asset Management, Wealth Management, Risk Management
Education
Sul Ross State University 1988 — 1992
Bachelor of Science, Criminal Justice
Nationwide Financial 2011 - Present
Investment Professionals, Inc. 2010 - 2010
USAA Investment Management Company 1993 - 2010
Skills
Securities, Investments, Insurance, Investment Management, Financial Services, FINRA, Mutual Funds, Life Insurance, Series 6, Series 63, Series 7, Management, Asset Management, Wealth Management, Risk Management
Education
Sul Ross State University 1988 — 1992
Bachelor of Science, Criminal Justice
Kalyan Dandangi's Nationwide Financial Experience June 2008 - April 2012
Job QA Lead at State of Ohio
Industry Information Technology and Services
Experience
State of Ohio May 2012 - Present
Nationwide Financial June 2008 - April 2012
Nationwide Better Health October 2007 - June 2008
Ernst & Young June 2006 - September 2007
Bangalore 2003 - 2006
Skills
Testing, User Acceptance Testing, Test Planning, Test Cases, Quality Center, SDLC, Quality Assurance, Requirements Analysis, System Testing, Documentation, SQL, Banking, Web Applications, Test Strategy, Planning, Coordination, Databases, Business Requirements, Regression Testing, Test Execution, Software Configuration..., Offshore, Agile, Test Director, SQL Server, System Integration..., Test Management, Test Automation, QTP, WinRunner, Unix, Windows, Microsoft SQL Server, Manual Testing, Oracle, Data Warehousing, Software Quality..., ETL, Performance Testing, Defect Tracking, Requirements Gathering, Agile Testing, Software Project..., Test Estimation, TFS, Microsoft Project, Agile Project Management, Enterprise Software, Web Services, Web Testing
Education
Sri Krishnadevaraya University 1996 — 1998
M.B.A
Sri Krishnadevaraya University 1991 — 1995
B.Tech
State of Ohio May 2012 - Present
Nationwide Financial June 2008 - April 2012
Nationwide Better Health October 2007 - June 2008
Ernst & Young June 2006 - September 2007
Bangalore 2003 - 2006
Skills
Testing, User Acceptance Testing, Test Planning, Test Cases, Quality Center, SDLC, Quality Assurance, Requirements Analysis, System Testing, Documentation, SQL, Banking, Web Applications, Test Strategy, Planning, Coordination, Databases, Business Requirements, Regression Testing, Test Execution, Software Configuration..., Offshore, Agile, Test Director, SQL Server, System Integration..., Test Management, Test Automation, QTP, WinRunner, Unix, Windows, Microsoft SQL Server, Manual Testing, Oracle, Data Warehousing, Software Quality..., ETL, Performance Testing, Defect Tracking, Requirements Gathering, Agile Testing, Software Project..., Test Estimation, TFS, Microsoft Project, Agile Project Management, Enterprise Software, Web Services, Web Testing
Education
Sri Krishnadevaraya University 1996 — 1998
M.B.A
Sri Krishnadevaraya University 1991 — 1995
B.Tech
Kristen Dyson's Nationwide Financial Experience June 2009 - July 2014
Job Actuary at Milliman
Industry Financial Services
Experience
Milliman August 2014 - Present
Nationwide Financial June 2009 - July 2014
Skills
Actuarial Science, Life Insurance, Actuaries, Fixed Annuities, VBA, Insurance, Access, Financial Analysis, Pricing
Education
Purdue University 2005 — 2009
BS, Actuarial Science, Statistics
Milliman August 2014 - Present
Nationwide Financial June 2009 - July 2014
Skills
Actuarial Science, Life Insurance, Actuaries, Fixed Annuities, VBA, Insurance, Access, Financial Analysis, Pricing
Education
Purdue University 2005 — 2009
BS, Actuarial Science, Statistics
Judith DuChane's Nationwide Financial Experience
Job Actuarial Consultant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial
Skills
Actuarial Science, Excel, Access, Visual Basic, VBA, Valuation, Financial Analysis, Actuaries, Insurance
Education
Purdue University 1984 — 1988
B.S. in Mathematics, Mathematics with Actuarial Science Option
Nationwide Financial
Skills
Actuarial Science, Excel, Access, Visual Basic, VBA, Valuation, Financial Analysis, Actuaries, Insurance
Education
Purdue University 1984 — 1988
B.S. in Mathematics, Mathematics with Actuarial Science Option
Joseph M. Manci's Nationwide Financial Experience May 2005 - Present
Job Divisional Vice President
Industry Financial Services
Experience
Nationwide Financial May 2005 - Present
Skills
Management, Sales, Retirement, Insurance
Education
Rider University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nationwide Financial May 2005 - Present
Skills
Management, Sales, Retirement, Insurance
Education
Rider University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Evan Wald, CIMA's Nationwide Financial Experience January 2008 - July 2011
Job Vice President, external wholesaler for Calamos Investments
Industry Financial Services
Experience
Calamos Investments July 2011 - Present
Nationwide Financial January 2008 - July 2011
UBS 1997 - 2007
UBS Wealth Management 1997 - 2007
NatWest Bank 1992 - 1996
Skills
Managed Accounts, Series 65, Series 63, Series 7, Series 24, Mutual Funds, Wealth Management, Uniform Combined State..., Investments, Fixed Annuities, Securities, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, ETFs, Bonds, Equities, Retirement Planning, Separately Managed..., Investment Management, Investment Advisory, Retirement, 401k, Fixed Income, Investment Strategies, Series 6, Managing Accounts, Hedge Funds, Financial Advisory, IRAs, Wealth Management..., Variable Annuities, FINRA, Financial Services, Institutional..., Wealth, Strategic Financial..., Asset Management, Relationship Management, High Net Worth..., Options, Financial Planning
Education
State University of New York College at Oswego 1979 — 1983
ba
Calamos Investments July 2011 - Present
Nationwide Financial January 2008 - July 2011
UBS 1997 - 2007
UBS Wealth Management 1997 - 2007
NatWest Bank 1992 - 1996
Skills
Managed Accounts, Series 65, Series 63, Series 7, Series 24, Mutual Funds, Wealth Management, Uniform Combined State..., Investments, Fixed Annuities, Securities, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, ETFs, Bonds, Equities, Retirement Planning, Separately Managed..., Investment Management, Investment Advisory, Retirement, 401k, Fixed Income, Investment Strategies, Series 6, Managing Accounts, Hedge Funds, Financial Advisory, IRAs, Wealth Management..., Variable Annuities, FINRA, Financial Services, Institutional..., Wealth, Strategic Financial..., Asset Management, Relationship Management, High Net Worth..., Options, Financial Planning
Education
State University of New York College at Oswego 1979 — 1983
ba
Kalpana Gosula's Nationwide Financial Experience June 2011 - October 2012
Job Infrastructure Engineer at Nationwide Insurance ,Enterprise Applications
Industry Computer Software
Experience
Nationwide Insurance ,Enterprise Applications October 2012 - Present
Nationwide Financial June 2011 - October 2012
Nationwide March 2008 - July 2011
Spherion 2006 - 2008
Retail Ventures Inc (DSW Inc) 2000 - 2006
Education
Sri Venkateswara University 1994 — 1998
B.Tech, Computer Science
Sri Venkateswara University 1994 — 1998
B.Tech, Computer Science
Nationwide Insurance ,Enterprise Applications October 2012 - Present
Nationwide Financial June 2011 - October 2012
Nationwide March 2008 - July 2011
Spherion 2006 - 2008
Retail Ventures Inc (DSW Inc) 2000 - 2006
Education
Sri Venkateswara University 1994 — 1998
B.Tech, Computer Science
Sri Venkateswara University 1994 — 1998
B.Tech, Computer Science
Matthew Hudak's Nationwide Financial Experience May 2011 - August 2011
Job Senior Actuarial Associate at MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
MetLife, Inc May 2012 - August 2012
Nationwide Financial May 2011 - August 2011
Murrysville Sportzone and Dek Hockey June 2008 - August 2009
Skills
Actuarial, Excel, Visual Basic, Actuarial Science, Microsoft Excel, Microsoft Office, Analysis, Statistics
Education
Robert Morris University 2009 — 2013
Bachelor of Science, Actuarial Science, 3.98 GPA
MetLife July 2013 - Present
MetLife, Inc May 2012 - August 2012
Nationwide Financial May 2011 - August 2011
Murrysville Sportzone and Dek Hockey June 2008 - August 2009
Skills
Actuarial, Excel, Visual Basic, Actuarial Science, Microsoft Excel, Microsoft Office, Analysis, Statistics
Education
Robert Morris University 2009 — 2013
Bachelor of Science, Actuarial Science, 3.98 GPA
Carrie Silvestro's Nationwide Financial Experience October 2003 - April 2005
Job Client Relations Manager at ING Financial Services
Industry Financial Services
Experience
ING Financial Advisors, LLC August 2007 - Present
Transamerica Retirement Services July 2005 - July 2007
Nationwide Financial October 2003 - April 2005
Creative Pension Consultants, Inc December 2001 - May 2003
Everest Pension Services, LLC November 1998 - December 2001
New York State Bill Drafting Commission December 1996 - August 1998
Capitol Hill Management Services, Inc October 1993 - November 1996
Olan Mills Portrait Studios July 1992 - October 1993
Skills
CRM
Education
State University of New York College at Plattsburgh 1988 — 1992
BS, Marketing
State University of New York
B.S, Business Marketing
ING Financial Advisors, LLC August 2007 - Present
Transamerica Retirement Services July 2005 - July 2007
Nationwide Financial October 2003 - April 2005
Creative Pension Consultants, Inc December 2001 - May 2003
Everest Pension Services, LLC November 1998 - December 2001
New York State Bill Drafting Commission December 1996 - August 1998
Capitol Hill Management Services, Inc October 1993 - November 1996
Olan Mills Portrait Studios July 1992 - October 1993
Skills
CRM
Education
State University of New York College at Plattsburgh 1988 — 1992
BS, Marketing
State University of New York
B.S, Business Marketing
Kailea Mekeel's Nationwide Financial Experience February 2015 - Present
Job Financial Service Representative at Nationwide Financial
Industry Banking
Experience
Nationwide Financial February 2015 - Present
Albany Broadcasting January 2015 - Present
Time Warner Cable May 2012 - July 2014
Berkshire Bank 2011 - October 2012
Price Chopper Supermarkets May 2005 - March 2012
Skills
Microsoft Office, Cashiering, Access, Data Entry, Teamwork, Customer Satisfaction, Retail, Microsoft Word, Telephone Skills
Education
SUNY Plattsburgh 2008 — 2011
Bachelor's degree, Radio, Television, and Digital Communication, 3.1 GPA
Husdon Valley Community College 2006 — 2008
Independent Studies
Nationwide Financial February 2015 - Present
Albany Broadcasting January 2015 - Present
Time Warner Cable May 2012 - July 2014
Berkshire Bank 2011 - October 2012
Price Chopper Supermarkets May 2005 - March 2012
Skills
Microsoft Office, Cashiering, Access, Data Entry, Teamwork, Customer Satisfaction, Retail, Microsoft Word, Telephone Skills
Education
SUNY Plattsburgh 2008 — 2011
Bachelor's degree, Radio, Television, and Digital Communication, 3.1 GPA
Husdon Valley Community College 2006 — 2008
Independent Studies
Adam Bosiljevac's Nationwide Financial Experience February 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Nationwide Financial February 2015 - Present
PNC November 2013 - February 2015
Financial Foresight Group, Inc. July 2009 - November 2013
Dollar Bank June 2008 - July 2009
Legend Financial Advisors, Inc. January 2007 - October 2007
Skills
Finacial Management, Portfolio Optimization, Life Insurance, Long-term Care, College Savings Plans, Investment Advisory, Retirement Planning, 401k Rollovers, 401k, Personal Financial..., Portfolio Management, Series 7, Series 66, Finance, Financial Analysis
Education
Robert Morris University 2005 — 2007
Bachelor of Science (B.S.), Finance
Slippery Rock High School 1996 — 2000
University of Pittsburgh
Nationwide Financial February 2015 - Present
PNC November 2013 - February 2015
Financial Foresight Group, Inc. July 2009 - November 2013
Dollar Bank June 2008 - July 2009
Legend Financial Advisors, Inc. January 2007 - October 2007
Skills
Finacial Management, Portfolio Optimization, Life Insurance, Long-term Care, College Savings Plans, Investment Advisory, Retirement Planning, 401k Rollovers, 401k, Personal Financial..., Portfolio Management, Series 7, Series 66, Finance, Financial Analysis
Education
Robert Morris University 2005 — 2007
Bachelor of Science (B.S.), Finance
Slippery Rock High School 1996 — 2000
University of Pittsburgh
Allyson Brown's Nationwide Financial Experience December 2006 - Present
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2006 - Present
Skills
Series 6, Mutual Funds, Series 7, Fixed Annuities, Series 63, Series 24
Education
Rider University 1987 — 1991
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Nationwide Financial December 2006 - Present
Skills
Series 6, Mutual Funds, Series 7, Fixed Annuities, Series 63, Series 24
Education
Rider University 1987 — 1991
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Shawn Denman's Nationwide Financial Experience June 1999 - June 2004
Job Actuary and Product Development Leader at Legal & General America
Industry Insurance
Experience
Legal & General America November 2009 - Present
Hartford Life June 2004 - November 2009
Nationwide Financial June 1999 - June 2004
Skills
Insurance, Fixed Annuities, Actuarial Science, Risk Management, Reinsurance, Financial Modeling, Process Improvement, Business Analysis, Life Insurance, Term Life Insurance
Education
Penn State University 1995 — 1999
Bachelor of Science (B.S.), Actuarial Science
Legal & General America November 2009 - Present
Hartford Life June 2004 - November 2009
Nationwide Financial June 1999 - June 2004
Skills
Insurance, Fixed Annuities, Actuarial Science, Risk Management, Reinsurance, Financial Modeling, Process Improvement, Business Analysis, Life Insurance, Term Life Insurance
Education
Penn State University 1995 — 1999
Bachelor of Science (B.S.), Actuarial Science
James Copus's Nationwide Financial Experience June 2011 - March 2013
Job SAP Basis Administrator at Cooper Tire & Rubber Company
Industry Automotive
Experience
Cooper Tire & Rubber Company October 2014 - Present
Cooper Tire & Rubber Company March 2013 - October 2014
Nationwide Financial June 2011 - March 2013
Skills
ETL, Access, SAP ERP, IDOC, Programming, Legacy Systems, Data Conversion, Accounting, Time Management, Auditing, SQL, Business Analysis, VBA, Process Improvement, Business Intelligence
Education
The Ohio State University 2006 — 2011
Bachelor of Science (B.S.), Economics
Owens Community College 2004 — 2006
No Degree, Attended while in high school
Cooper Tire & Rubber Company October 2014 - Present
Cooper Tire & Rubber Company March 2013 - October 2014
Nationwide Financial June 2011 - March 2013
Skills
ETL, Access, SAP ERP, IDOC, Programming, Legacy Systems, Data Conversion, Accounting, Time Management, Auditing, SQL, Business Analysis, VBA, Process Improvement, Business Intelligence
Education
The Ohio State University 2006 — 2011
Bachelor of Science (B.S.), Economics
Owens Community College 2004 — 2006
No Degree, Attended while in high school
Gina Case's Nationwide Financial Experience February 2009 - Present
Job Retirement Specialist at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial February 2009 - Present
Lincoln Financial Group December 2007 - February 2009
Lincoln Financial Advisors August 2005 - December 2007
Skills
Retirement, Mutual Funds, Financial Services, Investments, Retirement Planning
Education
The American College 2013 — 2015
Master's degree, Financial Services
San Diego State University-California State University 2001 — 2005
Bachelor of Science (B.S.), Spanish Language and Literature
Nationwide Financial February 2009 - Present
Lincoln Financial Group December 2007 - February 2009
Lincoln Financial Advisors August 2005 - December 2007
Skills
Retirement, Mutual Funds, Financial Services, Investments, Retirement Planning
Education
The American College 2013 — 2015
Master's degree, Financial Services
San Diego State University-California State University 2001 — 2005
Bachelor of Science (B.S.), Spanish Language and Literature