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.
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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
Cindy Xin Su Cindy Xin Su's Nationwide Financial Experience May 2015 - Present
Job 2016 MBA Candidate at University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
Nationwide Financial May 2015 - Present
AXA Advisors March 2012 - December 2013
Skills
Microsoft Excel, Research, Social Media, PowerPoint, Microsoft Office, Series 7, Series 65, Marketing, Business Strategy, Data Analysis, Leadership, Strategic Planning, Financial Analysis, Project Management
Education
University of Illinois at Urbana-Champaign 2014 — 2016
Master of Business Administration (MBA), Strategy, 3.85
University of California, Los Angeles 2009 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
The Hong Kong University of Science and Technology 2010 — 2010
Student Exchange Program
Nationwide Financial May 2015 - Present
AXA Advisors March 2012 - December 2013
Skills
Microsoft Excel, Research, Social Media, PowerPoint, Microsoft Office, Series 7, Series 65, Marketing, Business Strategy, Data Analysis, Leadership, Strategic Planning, Financial Analysis, Project Management
Education
University of Illinois at Urbana-Champaign 2014 — 2016
Master of Business Administration (MBA), Strategy, 3.85
University of California, Los Angeles 2009 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
The Hong Kong University of Science and Technology 2010 — 2010
Student Exchange Program
Paul Vogel Paul Vogel's Nationwide Financial Experience December 1996 - July 2007
Job Life Product Development
Industry Financial Services
Experience
Mutual of Omaha November 2012 - Present
Bailey, Ramsey & Associates February 2012 - June 2012
Allstate Financial July 2007 - January 2012
Nationwide Financial December 1996 - July 2007
Skills
ALM, Actuarial Science, Pricing, Valuation, Economic Capital, Reinsurance, Fixed Annuities
Education
The Ohio State University 1990 — 1992
MA, Math/Actuarial Science
Mutual of Omaha November 2012 - Present
Bailey, Ramsey & Associates February 2012 - June 2012
Allstate Financial July 2007 - January 2012
Nationwide Financial December 1996 - July 2007
Skills
ALM, Actuarial Science, Pricing, Valuation, Economic Capital, Reinsurance, Fixed Annuities
Education
The Ohio State University 1990 — 1992
MA, Math/Actuarial Science
Matt Bartley, AIF® Matt Bartley, AIF®'s Nationwide Financial Experience 2011 - Present
Job Regional Retirement Plan Consultant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2011 - Present
Nationwide Financial 2011 - 2011
Nationwide Financial 2007 - 2011
Skills
401k, Series 6, Mutual Funds, Retirement Planning, Asset Allocation, Retirement, Investments, Financial Services, Retirement Plan..., Securities, Relationship Management, Fixed Annuities, Pensions
Education
The Ohio State University 1999 — 2003
Bachelor of Arts (B.A.), History
Nationwide Financial 2011 - Present
Nationwide Financial 2011 - 2011
Nationwide Financial 2007 - 2011
Skills
401k, Series 6, Mutual Funds, Retirement Planning, Asset Allocation, Retirement, Investments, Financial Services, Retirement Plan..., Securities, Relationship Management, Fixed Annuities, Pensions
Education
The Ohio State University 1999 — 2003
Bachelor of Arts (B.A.), History
Ryan Cowell, CLU®, ChFC® Ryan Cowell, CLU®, ChFC®'s Nationwide Financial Experience July 2014 - Present
Job Regional Vice President Pacific Northwest Nationwide Financial
Industry Insurance
Experience
Nationwide Financial July 2014 - Present
Nationwide Life Insurance April 2011 - July 2014
Nationwide Financial June 2007 - April 2011
US Army August 2002 - December 2006
Education
The American College 2010 — 2012
CLU, ChFC, Risk Management & Financial Planning
Nationwide Financial July 2014 - Present
Nationwide Life Insurance April 2011 - July 2014
Nationwide Financial June 2007 - April 2011
US Army August 2002 - December 2006
Education
The American College 2010 — 2012
CLU, ChFC, Risk Management & Financial Planning
Steve Chambers Steve Chambers's Nationwide Financial Experience August 1996 - Present
Job Regional Vice President
Industry Financial Services
Experience
Nationwide Financial August 1996 - Present
Skills
Retirement, Series 6, Fixed Annuities, Retirement Planning, IRAs, Life Insurance
Education
The American College
CLU, ChFC, MSFS, CLTC
University of Massachusetts, Amherst
BS
Nationwide Financial August 1996 - Present
Skills
Retirement, Series 6, Fixed Annuities, Retirement Planning, IRAs, Life Insurance
Education
The American College
CLU, ChFC, MSFS, CLTC
University of Massachusetts, Amherst
BS
Alan Todd Alan Todd's Nationwide Financial Experience October 2008 - June 2009
Job RIA Internal Wholesaler at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
TIAA-CREF February 2011 - August 2012
TIME Financial July 2009 - February 2011
Nationwide Financial October 2008 - June 2009
Nationwide Insurance March 2008 - October 2008
Nationwide Financial June 2005 - March 2008
Nationwide Financial June 2004 - September 2004
Skills
Relationship Management, Wealth Management, Financial Services, Variable Annuities, Fixed Annuities, Life Insurance, Term Life Insurance, Mutual Funds, Financial Advisory, Series 6, Series 63, Life and Health Licensed, Insurance, Underwriting, Financial Analysis, Estate Planning, Delivering Results, Investments, Retirement, Customer Service, Strategic Financial..., Leadership, Determined, Persistence, Risk Management, Case Managment, Management, FINRA, Sales Support, Highly resourceful, Annuities, Trend Analysis, Regulatory Requirements, Service Management, Case Management, Compliance, Call Center, Adaptation, Multi Tasking, Asset Allocation, Securities, Sales, Retirement Planning, Finance, Process Improvement
Education
The Ohio State University 2004 — 2008
Bachelor of Science, Financial Management
TIAA-CREF August 2012 - Present
TIAA-CREF February 2011 - August 2012
TIME Financial July 2009 - February 2011
Nationwide Financial October 2008 - June 2009
Nationwide Insurance March 2008 - October 2008
Nationwide Financial June 2005 - March 2008
Nationwide Financial June 2004 - September 2004
Skills
Relationship Management, Wealth Management, Financial Services, Variable Annuities, Fixed Annuities, Life Insurance, Term Life Insurance, Mutual Funds, Financial Advisory, Series 6, Series 63, Life and Health Licensed, Insurance, Underwriting, Financial Analysis, Estate Planning, Delivering Results, Investments, Retirement, Customer Service, Strategic Financial..., Leadership, Determined, Persistence, Risk Management, Case Managment, Management, FINRA, Sales Support, Highly resourceful, Annuities, Trend Analysis, Regulatory Requirements, Service Management, Case Management, Compliance, Call Center, Adaptation, Multi Tasking, Asset Allocation, Securities, Sales, Retirement Planning, Finance, Process Improvement
Education
The Ohio State University 2004 — 2008
Bachelor of Science, Financial Management
Brian Hennelly Brian Hennelly's Nationwide Financial Experience October 1998 - July 2009
Job Regional Vice President at AXA Distributors
Industry Wholesale
Experience
AXA Distributors March 2013 - Present
WealthVest Marketing October 2012 - March 2013
Platinum Innovative Distributors January 2011 - October 2012
Nationwide Financial October 1998 - July 2009
PLANCO 1992 - 1997
Skills
Fixed Annuities, Retirement Planning, Mutual Funds, Series 63, Series 6, Securities, Life Insurance
Education
The Catholic University of America 1986 — 1990
Bachelor, Finance
AXA Distributors March 2013 - Present
WealthVest Marketing October 2012 - March 2013
Platinum Innovative Distributors January 2011 - October 2012
Nationwide Financial October 1998 - July 2009
PLANCO 1992 - 1997
Skills
Fixed Annuities, Retirement Planning, Mutual Funds, Series 63, Series 6, Securities, Life Insurance
Education
The Catholic University of America 1986 — 1990
Bachelor, Finance
Venkata Gargesh Wunnava Venkata Gargesh Wunnava's Nationwide Financial Experience June 2011 - July 2013
Job Sr.Consultant at Medixsoft Inc.
Industry Computer Software
Experience
MedixSoft, Inc. May 2015 - Present
Paragon Consulting, Inc September 2014 - April 2015
Jonas Fitness, Inc. March 2014 - September 2014
ICC June 2011 - September 2014
Ohio Attorney General's Office September 2013 - March 2014
Clutch Interactive July 2013 - September 2013
Nationwide Financial June 2011 - July 2013
Chase Home Finance May 2010 - June 2011
The Ohio Society of CPAs January 2010 - March 2010
Team Detroit September 2009 - December 2009
Skills
XML, .NET, ASP.NET, Web Services, C#, Web Applications, IIS, SDLC, HTML, Visual Studio, Web Content Management, T-SQL, Software Development, Oracle, Application Development, Tridion, SQL Server, ASP, WCF, JavaScript, Databases, Access, CSS, Web Development, LINQ, Requirements Analysis, Visual Basic, AJAX, ETL, SSIS, SSRS, Windows, PL/SQL, ADO.NET, OOP, VB.NET, SQL, Subversion, Agile, Crystal Reports, WPF, XSLT, TDD, ASP.NET MVC, WinForms, Enterprise Content..., SDL Tridion, Git, Sitecore, Mobile Web Design
Education
Texas A&M University 2007 — 2007
Master of Science, Industrial Technology
College of Engineering GITAM 2000 — 2004
Bachelors of Engineering, Mechanical Production and Industrial Technology
MedixSoft, Inc. May 2015 - Present
Paragon Consulting, Inc September 2014 - April 2015
Jonas Fitness, Inc. March 2014 - September 2014
ICC June 2011 - September 2014
Ohio Attorney General's Office September 2013 - March 2014
Clutch Interactive July 2013 - September 2013
Nationwide Financial June 2011 - July 2013
Chase Home Finance May 2010 - June 2011
The Ohio Society of CPAs January 2010 - March 2010
Team Detroit September 2009 - December 2009
Skills
XML, .NET, ASP.NET, Web Services, C#, Web Applications, IIS, SDLC, HTML, Visual Studio, Web Content Management, T-SQL, Software Development, Oracle, Application Development, Tridion, SQL Server, ASP, WCF, JavaScript, Databases, Access, CSS, Web Development, LINQ, Requirements Analysis, Visual Basic, AJAX, ETL, SSIS, SSRS, Windows, PL/SQL, ADO.NET, OOP, VB.NET, SQL, Subversion, Agile, Crystal Reports, WPF, XSLT, TDD, ASP.NET MVC, WinForms, Enterprise Content..., SDL Tridion, Git, Sitecore, Mobile Web Design
Education
Texas A&M University 2007 — 2007
Master of Science, Industrial Technology
College of Engineering GITAM 2000 — 2004
Bachelors of Engineering, Mechanical Production and Industrial Technology
Kaitlin Gilson Kaitlin Gilson's Nationwide Financial Experience April 2014 - Present
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial April 2014 - Present
Nationwide Financial August 2011 - April 2014
Nationwide Financial June 2010 - August 2011
Skills
Sales, Customer Satisfaction, Series 6, Building Relationships, Advertising, Insurance, Leadership, Marketing, CRM, Marketing Communications, Training, Marketing Strategy, Event Planning, Series 7, Recruiting, Interviews, Financial Services, Fixed Annuities, Retirement Planning, Relationship Building, Retirement, Investments, Finance
Education
The Ohio State University 2006 — 2010
Bachelor of Arts, Strategic Communications, Marketing
Nationwide Financial April 2014 - Present
Nationwide Financial August 2011 - April 2014
Nationwide Financial June 2010 - August 2011
Skills
Sales, Customer Satisfaction, Series 6, Building Relationships, Advertising, Insurance, Leadership, Marketing, CRM, Marketing Communications, Training, Marketing Strategy, Event Planning, Series 7, Recruiting, Interviews, Financial Services, Fixed Annuities, Retirement Planning, Relationship Building, Retirement, Investments, Finance
Education
The Ohio State University 2006 — 2010
Bachelor of Arts, Strategic Communications, Marketing
Kendall DeBoer Kendall DeBoer's Nationwide Financial Experience August 2014 - Present
Job Accounts Payable Specialist at Worthington Industries
Industry
Experience
Worthington Industries April 2015 - Present
Nationwide Financial August 2014 - Present
NCAA August 2011 - April 2014
Worthington City Schools May 2013 - August 2013
Worthington Cylinders May 2012 - August 2012
Skills
Research, Microsoft Office, Stata, Microsoft Excel, Report Writing, Writing, Economics, Team Leadership
Education
The College of Wooster 2011 — 2014
Bachelor of Arts (BA), Business/Managerial Economics
Worthington Industries April 2015 - Present
Nationwide Financial August 2014 - Present
NCAA August 2011 - April 2014
Worthington City Schools May 2013 - August 2013
Worthington Cylinders May 2012 - August 2012
Skills
Research, Microsoft Office, Stata, Microsoft Excel, Report Writing, Writing, Economics, Team Leadership
Education
The College of Wooster 2011 — 2014
Bachelor of Arts (BA), Business/Managerial Economics
Howard Hill Howard Hill's Nationwide Financial Experience 2000 - 2005
Job Relationship based sales and business development executive with broad business managment background
Industry Financial Services
Experience
Folio Investing/Folio Institutional February 2015 - Present
LPL Financial December 2012 - October 2014
H2Ventures, LLC March 2004 - October 2012
Westhill Designs September 2011 - September 2012
JDB Capital Partners 2007 - 2008
Nationwide Financial 2000 - 2005
Genworth Financial 1995 - 2000
Skills
Business Strategy, Insurance, Strategic Planning, Strategy, New Business Development, Leadership, Negotiation, Fundraising, Team Leadership, Entrepreneurship, Mergers & Acquisitions, Relationship Building, Financial Planning, Business Development, Sales, Management, Retirement Planning, Financial Services, Series 7, Account Management, Coaching, Innovation, Series 63, Key Account Management, Knowledge Management, Mergers, Retail, Real Estate, Spanish, Writing
Education
Texas Christian University
Folio Investing/Folio Institutional February 2015 - Present
LPL Financial December 2012 - October 2014
H2Ventures, LLC March 2004 - October 2012
Westhill Designs September 2011 - September 2012
JDB Capital Partners 2007 - 2008
Nationwide Financial 2000 - 2005
Genworth Financial 1995 - 2000
Skills
Business Strategy, Insurance, Strategic Planning, Strategy, New Business Development, Leadership, Negotiation, Fundraising, Team Leadership, Entrepreneurship, Mergers & Acquisitions, Relationship Building, Financial Planning, Business Development, Sales, Management, Retirement Planning, Financial Services, Series 7, Account Management, Coaching, Innovation, Series 63, Key Account Management, Knowledge Management, Mergers, Retail, Real Estate, Spanish, Writing
Education
Texas Christian University
Steven Jesenko ChFC®, CMFC® Steven Jesenko ChFC®, CMFC®'s Nationwide Financial Experience February 2010 - November 2012
Job Consultant, Corporate Compliance at Nationwide Financial
Industry Financial Services
Experience
Nationwide Insurance November 2012 - Present
Nationwide Financial February 2010 - November 2012
Bellatore September 2008 - March 2009
Nationwide Financial November 2006 - September 2008
Nationwide Financial March 1999 - October 2005
Nationwide Financial 2003 - 2005
Nationwide Financial 1998 - 2001
The Ohio State University 1992 - 1998
Western Reserve Cycle Sport and CycleTech 1990 - 1998
Skills
Fixed Annuities, Mutual Funds, Retirement, Financial Services, Insurance, Investments, Series 6, ChFC, Annuity Sales, 401k, Life Insurance, Retirement Planning, Alternative Investments, Hedge Funds, Asset Allocation, Series 65, Series 7, Series 24, CMFC, Financial Advisory, Investment Advisory
Education
The College for Financial Planning 2012 — 2013
CMFC - Desigantion (Chartered Mutual Fund Councelor)
The American College 2000 — 2003
ChFC Designation - Chartered Financial Consultant, Financial Planning
The Ohio State University 1992 — 1998
BS, Education and Training, Marketing
Chardon High School
Nationwide Insurance November 2012 - Present
Nationwide Financial February 2010 - November 2012
Bellatore September 2008 - March 2009
Nationwide Financial November 2006 - September 2008
Nationwide Financial March 1999 - October 2005
Nationwide Financial 2003 - 2005
Nationwide Financial 1998 - 2001
The Ohio State University 1992 - 1998
Western Reserve Cycle Sport and CycleTech 1990 - 1998
Skills
Fixed Annuities, Mutual Funds, Retirement, Financial Services, Insurance, Investments, Series 6, ChFC, Annuity Sales, 401k, Life Insurance, Retirement Planning, Alternative Investments, Hedge Funds, Asset Allocation, Series 65, Series 7, Series 24, CMFC, Financial Advisory, Investment Advisory
Education
The College for Financial Planning 2012 — 2013
CMFC - Desigantion (Chartered Mutual Fund Councelor)
The American College 2000 — 2003
ChFC Designation - Chartered Financial Consultant, Financial Planning
The Ohio State University 1992 — 1998
BS, Education and Training, Marketing
Chardon High School
Robert R. Brown III's Nationwide Financial Experience December 2005 - Present
Job Managed Account Consultant
Industry Insurance
Experience
Nationwide Financial December 2005 - Present
Nationwide Financial November 1999 - December 2005
John Hancock Life Insurance Company (U.S.A.) August 1998 - September 1999
Education
The Ohio State University
Bachelor of Business Administration (B.B.A.)
Dublin High School
Nationwide Financial December 2005 - Present
Nationwide Financial November 1999 - December 2005
John Hancock Life Insurance Company (U.S.A.) August 1998 - September 1999
Education
The Ohio State University
Bachelor of Business Administration (B.B.A.)
Dublin High School
Raymond Barron Raymond Barron's Nationwide Financial Experience August 2006 - August 2007
Job Owner & Financial Services Representative at Legacy Oak Financial Services
Industry Financial Services
Experience
Legacy Oak Financial Services August 2007 - Present
MetLife Securites August 2007 - Present
Nationwide Financial August 2006 - August 2007
Independent Order of Foresters June 2002 - June 2006
Skills
Retirement, Investments, Mutual Funds, Financial Advisory, Finance, Securities, Insurance, Financial Services, Wealth, Long Term Care Insurance, Health Insurance, Medicare Supplements, Life Insurance
Education
Texas Tech University
The American College
Legacy Oak Financial Services August 2007 - Present
MetLife Securites August 2007 - Present
Nationwide Financial August 2006 - August 2007
Independent Order of Foresters June 2002 - June 2006
Skills
Retirement, Investments, Mutual Funds, Financial Advisory, Finance, Securities, Insurance, Financial Services, Wealth, Long Term Care Insurance, Health Insurance, Medicare Supplements, Life Insurance
Education
Texas Tech University
The American College
John Orsini's Nationwide Financial Experience August 2011 - Present
Job Director Business Development Nationwide Investment Management
Industry Financial Services
Experience
Nationwide Investment Management July 2013 - Present
Nationwide Financial August 2011 - Present
Mogan Stanley December 2007 - August 2011
The Vanguard Group January 2005 - November 2007
Quaker Chemical 1997 - 2005
Vanguard 1990 - 1991
Skills
Financial Modeling, Finance, Investments, Forecasting, Business Planning, Start-ups, Mutual Funds, Business Development, Management, Strategic Planning, Leadership, Hedge Funds, Investment Management
Education
Widener University 2001 — 2004
MBA, Finance
Temple University 1992 — 1997
BS, Health Sciences
Saint James 1988 — 1992
Nationwide Investment Management July 2013 - Present
Nationwide Financial August 2011 - Present
Mogan Stanley December 2007 - August 2011
The Vanguard Group January 2005 - November 2007
Quaker Chemical 1997 - 2005
Vanguard 1990 - 1991
Skills
Financial Modeling, Finance, Investments, Forecasting, Business Planning, Start-ups, Mutual Funds, Business Development, Management, Strategic Planning, Leadership, Hedge Funds, Investment Management
Education
Widener University 2001 — 2004
MBA, Finance
Temple University 1992 — 1997
BS, Health Sciences
Saint James 1988 — 1992
Ernie Kearns Ernie Kearns's Nationwide Financial Experience Primary agentNationwide InsuranceFebruary 1979 - Present
Job Primary agent at Nationwide Insurance
Industry Insurance
Experience
Nationwide Financial Primary agentNationwide InsuranceFebruary 1979 - Present
Skills
Customer Service, Insurance, Property & Casualty..., Casualty, New Business Development, Commercial Insurance, Commercial Lines, Legal Liability, Team Building, Strategic Planning, Liability, Inland Marine, Umbrella Insurance
Education
The American College 1995 — 1999
CLU, ChFC, Chartered Life Underwriter and Chartered Financial Consultant
Nationwide Financial Primary agentNationwide InsuranceFebruary 1979 - Present
Skills
Customer Service, Insurance, Property & Casualty..., Casualty, New Business Development, Commercial Insurance, Commercial Lines, Legal Liability, Team Building, Strategic Planning, Liability, Inland Marine, Umbrella Insurance
Education
The American College 1995 — 1999
CLU, ChFC, Chartered Life Underwriter and Chartered Financial Consultant
Jim Eckley Jim Eckley's Nationwide Financial Experience October 1992 - February 2006
Job Strategic Wealth Advisor / V.P. Risk Management at Kipp Financial Group
Industry Financial Services
Experience
Kipp Financial Group June 2008 - Present
McAuliffe Financial Services, Inc. March 2007 - June 2008
Prudential Financial June 2006 - February 2007
Nationwide Financial October 1992 - February 2006
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Sales, Marketing
Education
University of California, Los Angeles 2008 — 2010
Personal Financial Planning
The Ohio State University 1979 — 1984
Bachelor of Science, Psychology
Westlake High School
Kipp Financial Group June 2008 - Present
McAuliffe Financial Services, Inc. March 2007 - June 2008
Prudential Financial June 2006 - February 2007
Nationwide Financial October 1992 - February 2006
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Sales, Marketing
Education
University of California, Los Angeles 2008 — 2010
Personal Financial Planning
The Ohio State University 1979 — 1984
Bachelor of Science, Psychology
Westlake High School
Arny Martin Arny Martin's Nationwide Financial Experience February 2013 - Present
Job Product Director at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial February 2013 - Present
Nationwide Financial December 2010 - Present
Nationwide Financial August 2009 - January 2011
Nationwide Financial January 2007 - December 2009
Nationwide Financial April 2001 - December 2006
New England Financial January 1999 - February 2001
Skills
Product Lifecycle..., Project Management, Product Development, Life Insurance, Leadership, Management, Sales, Marketing Strategy, Problem Solving, Analytical Skills, Presentations, Result Oriented, Building Relationships, Case Design, Indexed Life, Variable Life, Long Term Care Insurance, Universal Life, Whole Life, Term Life Insurance, Long-term Care, Business Development, Competitive Intelligence, Insurance, Product Management, Series 63, Investments, Retirement
Education
The American College 2009 — 2011
Masters in Science Management, Management Leadership
The Ohio State University 1994 — 1998
Bachelors, Family Financial Management
Nationwide Financial February 2013 - Present
Nationwide Financial December 2010 - Present
Nationwide Financial August 2009 - January 2011
Nationwide Financial January 2007 - December 2009
Nationwide Financial April 2001 - December 2006
New England Financial January 1999 - February 2001
Skills
Product Lifecycle..., Project Management, Product Development, Life Insurance, Leadership, Management, Sales, Marketing Strategy, Problem Solving, Analytical Skills, Presentations, Result Oriented, Building Relationships, Case Design, Indexed Life, Variable Life, Long Term Care Insurance, Universal Life, Whole Life, Term Life Insurance, Long-term Care, Business Development, Competitive Intelligence, Insurance, Product Management, Series 63, Investments, Retirement
Education
The American College 2009 — 2011
Masters in Science Management, Management Leadership
The Ohio State University 1994 — 1998
Bachelors, Family Financial Management
Misty (Geyer) Talcott Misty (Geyer) Talcott's Nationwide Financial Experience September 2014 - March 2015
Job Assistant Director of Development at The Ohio State University
Industry Higher Education
Experience
The Ohio State University March 2015 - Present
Nationwide Financial September 2014 - March 2015
Nationwide Financial November 2012 - September 2014
Nationwide Financial March 2012 - November 2012
Nationwide Financial February 2012 - March 2012
614 Media Group February 2011 - October 2011
TRECA March 2010 - January 2011
Hoof Beats Magazine September 2010 - December 2010
The Lantern-OSU's student newspaper June 2010 - December 2010
Skills
Social Media, Customer Service, Blogging, Editing, Advertising, Time Management, Journalism, Sales, Marketing Communications, Employee Training, Public Speaking, Lotus Notes, Web Content, AP Style, Leadership, Insurance, FINRA, Seibel, Management, Event Planning, Community Outreach, Higher Education...
Education
The Ohio State University 2008 — 2010
Bachelors, Public Affairs Journalism
The Ohio State University Marion 2006 — 2008
Associate of Arts (A.A.)
Marion Harding
Marion Harding
Marion Harding
The Ohio State University March 2015 - Present
Nationwide Financial September 2014 - March 2015
Nationwide Financial November 2012 - September 2014
Nationwide Financial March 2012 - November 2012
Nationwide Financial February 2012 - March 2012
614 Media Group February 2011 - October 2011
TRECA March 2010 - January 2011
Hoof Beats Magazine September 2010 - December 2010
The Lantern-OSU's student newspaper June 2010 - December 2010
Skills
Social Media, Customer Service, Blogging, Editing, Advertising, Time Management, Journalism, Sales, Marketing Communications, Employee Training, Public Speaking, Lotus Notes, Web Content, AP Style, Leadership, Insurance, FINRA, Seibel, Management, Event Planning, Community Outreach, Higher Education...
Education
The Ohio State University 2008 — 2010
Bachelors, Public Affairs Journalism
The Ohio State University Marion 2006 — 2008
Associate of Arts (A.A.)
Marion Harding
Marion Harding
Marion Harding
Melissa (Corson) Harmon, ChFC Melissa (Corson) Harmon, ChFC's Nationwide Financial Experience September 2013 - Present
Job Senior Business Information Analyst at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2013 - Present
Nationwide Financial January 2013 - September 2013
Nationwide Financial February 2010 - January 2013
Nationwide Financial July 2008 - February 2010
Skills
Series 7, Mutual Funds, Variable Annuities, Fixed Annuities, Investments, Financial Services, Retirement Planning, Financial Analysis, Sales, Relationship Management, Retirement, Analysis, Business Planning, Strategic Planning, Customer Service, Teamwork, Sales Management, Microsoft Excel, Microsoft Office, Insurance, Series 6
Education
The American College 2010 — 2012
ChFC, Financial Planning and Services
Nationwide Financial September 2013 - Present
Nationwide Financial January 2013 - September 2013
Nationwide Financial February 2010 - January 2013
Nationwide Financial July 2008 - February 2010
Skills
Series 7, Mutual Funds, Variable Annuities, Fixed Annuities, Investments, Financial Services, Retirement Planning, Financial Analysis, Sales, Relationship Management, Retirement, Analysis, Business Planning, Strategic Planning, Customer Service, Teamwork, Sales Management, Microsoft Excel, Microsoft Office, Insurance, Series 6
Education
The American College 2010 — 2012
ChFC, Financial Planning and Services
Timothy Horak Timothy Horak's Nationwide Financial Experience January 2011 - Present
Job Consultant, Retirement Plans Marketing at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial January 2011 - Present
Nationwide Insurance July 2009 - January 2011
WEWS October 2006 - September 2007
MTV Networks May 2005 - August 2005
Skills
Marketing, Market Research, Project Management, Marketing Communications, Brand Management, Strategic Planning, Social Media, Marketing Strategy, Product Development, Public Relations, Sales, Event Management, Editing, Leadership, Analytics, Competitive Analysis, Contemporary Dance, Drum Set, Party Planning, Strategy, Drums, Hip-Hop Dance
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Marketing
Syracuse University 2002 — 2006
BS, Television/Radio/Film, Religion
Nationwide Financial January 2011 - Present
Nationwide Insurance July 2009 - January 2011
WEWS October 2006 - September 2007
MTV Networks May 2005 - August 2005
Skills
Marketing, Market Research, Project Management, Marketing Communications, Brand Management, Strategic Planning, Social Media, Marketing Strategy, Product Development, Public Relations, Sales, Event Management, Editing, Leadership, Analytics, Competitive Analysis, Contemporary Dance, Drum Set, Party Planning, Strategy, Drums, Hip-Hop Dance
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Marketing
Syracuse University 2002 — 2006
BS, Television/Radio/Film, Religion
Kevin McLain, CLU Kevin McLain, CLU's Nationwide Financial Experience January 2014 - Present
Job Innovation Sr. Consultant at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial January 2014 - Present
Nationwide Financial June 2005 - December 2013
Skills
Insurance, Process Improvement, Life Insurance, Business Analysis, Mutual Funds, Relationship Management, Portfolio Management, Risk Management, General Insurance, Change Management, Team Leadership, Investment Products, Universal Life, Product Requirements, Expense Reduction, Business Strategy, Business Transformation, Organizational Change, Issues Resolution, Project Implementation, Financial Services, Innovation, Innovation Management, Product Innovation, Innovation Development, Investments, Management, Vendor Management
Education
The American College 2009 — 2010
CLU, Insurance & Financial Service
The Ohio State University 1986 — 1991
BA, Journalism, Public Relations
Nationwide Financial January 2014 - Present
Nationwide Financial June 2005 - December 2013
Skills
Insurance, Process Improvement, Life Insurance, Business Analysis, Mutual Funds, Relationship Management, Portfolio Management, Risk Management, General Insurance, Change Management, Team Leadership, Investment Products, Universal Life, Product Requirements, Expense Reduction, Business Strategy, Business Transformation, Organizational Change, Issues Resolution, Project Implementation, Financial Services, Innovation, Innovation Management, Product Innovation, Innovation Development, Investments, Management, Vendor Management
Education
The American College 2009 — 2010
CLU, Insurance & Financial Service
The Ohio State University 1986 — 1991
BA, Journalism, Public Relations
Wilson Heacock Wilson Heacock's Nationwide Financial Experience September 2014 - Present
Job Retirement Specialist at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2014 - Present
Regional Sales Director Beverages Leadership in the Brownsville, Texas Area 2013 - September 2014
Modern Woodmen of America March 2007 - September 2014
Eagles Eye Financial Counseling 2004 - 2007
L & F Distributors,LTD. October 1994 - January 2004
Brown Distributing Company 1977 - 1994
Skills
IRAs, Retirement Planning, Retirement, Disability Insurance, Insurance, Employee Benefits, 401k, Life Insurance, Sales Management, Strategic Sales Plans, Business Relationship..., Key Account..., Training Facilitation, Training, Training Management, Consulting, Personal Budgeting, Beer, Wine & Spirits Industry, Beverage Development, Craft Beer, Spirits, Beverage Industry, Liquor Stores, On-Premise Marketing, National Promotions, Sales, Consultative Sales..., Key Account Acquisition..., Marketing, National Account..., Key Account Mangement, Traditional IRA, Business Planning, Fixed Annuities, Education Funding, SEP IRA, Small Business, Management, Leadership, Health Insurance, Long-term Care, Annuity Sales, Licensed to Sell..., Term Life Insurance, Selling, Long Term Care Insurance, Marketing Management, C-Level Engagements, Business Development
Education
The American College 2012 — 2014
LUTC
Nationwide Financial September 2014 - Present
Regional Sales Director Beverages Leadership in the Brownsville, Texas Area 2013 - September 2014
Modern Woodmen of America March 2007 - September 2014
Eagles Eye Financial Counseling 2004 - 2007
L & F Distributors,LTD. October 1994 - January 2004
Brown Distributing Company 1977 - 1994
Skills
IRAs, Retirement Planning, Retirement, Disability Insurance, Insurance, Employee Benefits, 401k, Life Insurance, Sales Management, Strategic Sales Plans, Business Relationship..., Key Account..., Training Facilitation, Training, Training Management, Consulting, Personal Budgeting, Beer, Wine & Spirits Industry, Beverage Development, Craft Beer, Spirits, Beverage Industry, Liquor Stores, On-Premise Marketing, National Promotions, Sales, Consultative Sales..., Key Account Acquisition..., Marketing, National Account..., Key Account Mangement, Traditional IRA, Business Planning, Fixed Annuities, Education Funding, SEP IRA, Small Business, Management, Leadership, Health Insurance, Long-term Care, Annuity Sales, Licensed to Sell..., Term Life Insurance, Selling, Long Term Care Insurance, Marketing Management, C-Level Engagements, Business Development
Education
The American College 2012 — 2014
LUTC
Gordon Case Gordon Case's Nationwide Financial Experience 2001 - 2007
Job Director of Sales and Marketing at W. E. Sherman & Co., LLC (publishers of The Sherman Sheet)
Industry Investment Management
Experience
W. E. Sherman & Co., LLC November 2010 - Present
Portfolio Strategies Investment Managers November 2009 - October 2010
Cornerstone Real Estate Funds May 2007 - October 2009
Nationwide Financial 2001 - 2007
Jackson September 1998 - July 2001
Skills
Public Speaking, Mutual Funds, Alternative Investments, Annuities, Investment Research, Real Estate - Non..., Investment Strategies, Investment Products, Investment Advisory, Investment Wholesaler, Insurance, Variable Annuities, Financial Advisory, Investments, Portfolio Management, Retirement Planning, Sales, Securities, Selling, Series 7, Strategic Financial..., Wealth Management
Education
The American College 1996 — 1998
CLU, Life Insurance and Investments
University of Nebraska-Lincoln 1982 — 1987
B.S.B.A., Management and Marketing
Overland High School
W. E. Sherman & Co., LLC November 2010 - Present
Portfolio Strategies Investment Managers November 2009 - October 2010
Cornerstone Real Estate Funds May 2007 - October 2009
Nationwide Financial 2001 - 2007
Jackson September 1998 - July 2001
Skills
Public Speaking, Mutual Funds, Alternative Investments, Annuities, Investment Research, Real Estate - Non..., Investment Strategies, Investment Products, Investment Advisory, Investment Wholesaler, Insurance, Variable Annuities, Financial Advisory, Investments, Portfolio Management, Retirement Planning, Sales, Securities, Selling, Series 7, Strategic Financial..., Wealth Management
Education
The American College 1996 — 1998
CLU, Life Insurance and Investments
University of Nebraska-Lincoln 1982 — 1987
B.S.B.A., Management and Marketing
Overland High School
R. Lynn Huneycutt R. Lynn Huneycutt's Nationwide Financial Experience 2012 - Present
Job Financial Services Specialist at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2012 - Present
Skills
Insurance, Sales, Financial Services, Estate Planning, Leadership, Retirement Planning, Long-term Care, Retirement, Life Insurance, Fixed Annuities
Education
The American College 2014 — 2015
FSCP Designation
The American College 2013 — 2014
LUTCF Designation
Western Carolina University
BS
Nationwide Financial 2012 - Present
Skills
Insurance, Sales, Financial Services, Estate Planning, Leadership, Retirement Planning, Long-term Care, Retirement, Life Insurance, Fixed Annuities
Education
The American College 2014 — 2015
FSCP Designation
The American College 2013 — 2014
LUTCF Designation
Western Carolina University
BS
Shane Laake Shane Laake's Nationwide Financial Experience August 2003 - March 2014
Job President at Greater Columbus Gator Club, Affiliate of the University of Florida Alumni Association
Industry Financial Services
Experience
Microcenter February 2015 - Present
Greater Columbus Gator Club, Affiliate of the University of Florida Alumni Association July 2013 - Present
Nationwide Financial August 2003 - March 2014
Nationwide Insurance July 1998 - August 2003
Skills
Retirement Planning, Insurance, Technology Solutions, Consulting, Variable Annuities, Fixed Annuities, Life Insurance, Series 6, Mutual Funds, Wealth Management, Sales Process, Training Programs, Training Facilitation, Delivering Technical..., Requirements Gathering, Competitive Analysis, Instructional Design, Information Design, Development & delivery..., Financial Markets, Investments, Web Design, Articulate Studio, Captivate, Knowledge Management, Variable Life, Telecommunications, Workforce Management, IEX Total View, NICE Call Recording, CMS, Microsoft Office, HTML 5, Social Media, Video Editing, Coaching, Small Business, Estate Tax Planning, Personal Tax Planning, Trivia, Learning Management..., Blended Learning, Learning Quickly, 401k, Series 63, Retirement, Series 7, Series 65
Education
The American College 2010 — 2012
MSFS, Masters of Science in Financial Services
University of Florida 1995 — 1998
BA, History, Political Science
Orange Park High School 1993 — 1995
Microcenter February 2015 - Present
Greater Columbus Gator Club, Affiliate of the University of Florida Alumni Association July 2013 - Present
Nationwide Financial August 2003 - March 2014
Nationwide Insurance July 1998 - August 2003
Skills
Retirement Planning, Insurance, Technology Solutions, Consulting, Variable Annuities, Fixed Annuities, Life Insurance, Series 6, Mutual Funds, Wealth Management, Sales Process, Training Programs, Training Facilitation, Delivering Technical..., Requirements Gathering, Competitive Analysis, Instructional Design, Information Design, Development & delivery..., Financial Markets, Investments, Web Design, Articulate Studio, Captivate, Knowledge Management, Variable Life, Telecommunications, Workforce Management, IEX Total View, NICE Call Recording, CMS, Microsoft Office, HTML 5, Social Media, Video Editing, Coaching, Small Business, Estate Tax Planning, Personal Tax Planning, Trivia, Learning Management..., Blended Learning, Learning Quickly, 401k, Series 63, Retirement, Series 7, Series 65
Education
The American College 2010 — 2012
MSFS, Masters of Science in Financial Services
University of Florida 1995 — 1998
BA, History, Political Science
Orange Park High School 1993 — 1995
Chris Arrowsmith's Nationwide Financial Experience July 2012 - June 2014
Job Portfolio Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Nationwide Financial July 2012 - June 2014
Allstate Financial Services, LLC January 2011 - July 2012
Thrivent Financial for Lutherans July 2007 - November 2010
Bariatric Surgery Center of Dallas/ Vista Hospitals November 2002 - January 2007
Skills
Series 7, Series 66, Brokerage, Mutual Funds, Annuities, Retirement, Life and Health, Uniform Combined State..., Fixed Annuities, Estate Planning, Term Life Insurance, Life Insurance, Small Business, Finance, Financial Services, Wealth Management, Employee Benefits, Strategic Financial..., IRAs, Insurance, Investments, Long-term Care, Investment Strategies
Education
Temple University 1987 — 1990
Sports Medicine, Biomechanics, Kinesiology
Fidelity Investments June 2014 - Present
Nationwide Financial July 2012 - June 2014
Allstate Financial Services, LLC January 2011 - July 2012
Thrivent Financial for Lutherans July 2007 - November 2010
Bariatric Surgery Center of Dallas/ Vista Hospitals November 2002 - January 2007
Skills
Series 7, Series 66, Brokerage, Mutual Funds, Annuities, Retirement, Life and Health, Uniform Combined State..., Fixed Annuities, Estate Planning, Term Life Insurance, Life Insurance, Small Business, Finance, Financial Services, Wealth Management, Employee Benefits, Strategic Financial..., IRAs, Insurance, Investments, Long-term Care, Investment Strategies
Education
Temple University 1987 — 1990
Sports Medicine, Biomechanics, Kinesiology
Lonnie Morgan Jr's Nationwide Financial Experience March 1999 - August 2000
Job BIM Practice Manager at Sogeti
Industry Information Technology and Services
Experience
Sogeti September 2014 - Present
Abbott Nutrition June 2013 - August 2014
Abbott Nutrition February 2010 - June 2013
CALIBRE Systems January 2009 - February 2010
Abbott Nutrition June 2007 - December 2008
Wendys International September 2005 - June 2007
LSG Sky Chefs May 2002 - September 2005
Navigator Systems August 2000 - May 2002
Nationwide Financial March 1999 - August 2000
IBM Global Services June 1996 - March 1999
Skills
Data Warehouse..., Data Integration, Business Intelligence, SOA, Business Analytics, Dimensional Modeling, System Architecture, Dashboards, OLAP, Software Engineering, Business Requirements, Kimball Methodology, Agile Project Management, Teradata, Oracle, Informatica, Cognos, Nerdcred, Data Warehousing, Dashboard, Database Design, PL/SQL, ETL, Databases, Enterprise Architecture, Data Modeling, Integration, Software Development, MS Project, XML, Agile Methodologies, Unix Shell Scripting, Architectures
Education
The Ohio State University 1992 — 1996
BS, Computer Information Science
Sogeti September 2014 - Present
Abbott Nutrition June 2013 - August 2014
Abbott Nutrition February 2010 - June 2013
CALIBRE Systems January 2009 - February 2010
Abbott Nutrition June 2007 - December 2008
Wendys International September 2005 - June 2007
LSG Sky Chefs May 2002 - September 2005
Navigator Systems August 2000 - May 2002
Nationwide Financial March 1999 - August 2000
IBM Global Services June 1996 - March 1999
Skills
Data Warehouse..., Data Integration, Business Intelligence, SOA, Business Analytics, Dimensional Modeling, System Architecture, Dashboards, OLAP, Software Engineering, Business Requirements, Kimball Methodology, Agile Project Management, Teradata, Oracle, Informatica, Cognos, Nerdcred, Data Warehousing, Dashboard, Database Design, PL/SQL, ETL, Databases, Enterprise Architecture, Data Modeling, Integration, Software Development, MS Project, XML, Agile Methodologies, Unix Shell Scripting, Architectures
Education
The Ohio State University 1992 — 1996
BS, Computer Information Science
David Sarmir David Sarmir's Nationwide Financial Experience September 1993 - Present
Job Investment Advisor Representative at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 1993 - Present
Skills
Retirement Planning, 401k, Mutual Funds, Retirement Plan..., Retirement, Asset Allocation, Series 7, Series 63, Fixed Annuities, IRAs, Variable Annuities, Investment Advisory, Portfolio Management, Series 6
Education
Wright State University 1983 — 1987
B.S., Management/Finance
The American College
CHFC
Nationwide Financial September 1993 - Present
Skills
Retirement Planning, 401k, Mutual Funds, Retirement Plan..., Retirement, Asset Allocation, Series 7, Series 63, Fixed Annuities, IRAs, Variable Annuities, Investment Advisory, Portfolio Management, Series 6
Education
Wright State University 1983 — 1987
B.S., Management/Finance
The American College
CHFC
Christine Travis, ChFC, CLTC Christine Travis, ChFC, CLTC's Nationwide Financial Experience January 2011 - Present
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2011 - Present
Nationwide Financial May 2008 - January 2011
New York Life 2005 - 2008
Prudential Financial March 2003 - August 2005
Skills
Wealth Management, Estate Planning, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, 401k, Insurance, Life Insurance, Series 7, Series 63, Series 6, Investment Advisory, Strategic Financial...
Education
The American College
ChFC, Financial Planning and Services
Thomas Edison State College
Nationwide Financial January 2011 - Present
Nationwide Financial May 2008 - January 2011
New York Life 2005 - 2008
Prudential Financial March 2003 - August 2005
Skills
Wealth Management, Estate Planning, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, 401k, Insurance, Life Insurance, Series 7, Series 63, Series 6, Investment Advisory, Strategic Financial...
Education
The American College
ChFC, Financial Planning and Services
Thomas Edison State College
Michael Bussdieker's Nationwide Financial Experience January 2010 - December 2012
Job Key Accounts Manager at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management January 2015 - Present
Meeder Investment Management December 2012 - January 2015
Nationwide Financial January 2010 - December 2012
Nationwide Financial February 2006 - January 2010
JPMorgan Chase February 2005 - February 2006
Foresters Equity Inc. June 2004 - February 2005
Chase Home Finance January 2001 - January 2004
Skills
Retirement Planning, Mortgage, Securities, Financial Planning, Long Term Care, Insurance, 401k, Consultative Selling, Pensions, Mutual Funds, Series 6, Strategic Financial..., Financial Services, Mortgage Lending, Investments, Long-term Care, Selling
Education
The Ohio State University
Bachelor's Degree
Meeder Investment Management January 2015 - Present
Meeder Investment Management December 2012 - January 2015
Nationwide Financial January 2010 - December 2012
Nationwide Financial February 2006 - January 2010
JPMorgan Chase February 2005 - February 2006
Foresters Equity Inc. June 2004 - February 2005
Chase Home Finance January 2001 - January 2004
Skills
Retirement Planning, Mortgage, Securities, Financial Planning, Long Term Care, Insurance, 401k, Consultative Selling, Pensions, Mutual Funds, Series 6, Strategic Financial..., Financial Services, Mortgage Lending, Investments, Long-term Care, Selling
Education
The Ohio State University
Bachelor's Degree
Richard R Sanderson, CLU ChFC Richard R Sanderson, CLU ChFC's Nationwide Financial Experience June 2004 - August 2015
Job VP Senior Relationship Manager at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2004 - August 2015
Nationwide Financial May 1997 - June 2004
Principal Financial Group 1994 - 1995
Principal Financial Group 1989 - 1994
New York Life Insurance Company 1985 - 1989
New York Life Insurance Company 1981 - 1985
Skills
Life Insurance, Insurance, Estate Planning, Retirement Planning, Chartered Life...
Education
The American College 1985 — 1991
CLU ChFC, Insurance and Financial Services
University of Tennessee-Knoxville 1974 — 1978
BA-Honors, History
Nationwide Financial June 2004 - August 2015
Nationwide Financial May 1997 - June 2004
Principal Financial Group 1994 - 1995
Principal Financial Group 1989 - 1994
New York Life Insurance Company 1985 - 1989
New York Life Insurance Company 1981 - 1985
Skills
Life Insurance, Insurance, Estate Planning, Retirement Planning, Chartered Life...
Education
The American College 1985 — 1991
CLU ChFC, Insurance and Financial Services
University of Tennessee-Knoxville 1974 — 1978
BA-Honors, History
Julia Rizkallah Julia Rizkallah's Nationwide Financial Experience February 2015 - Present
Job Sales Associate at Nationwide
Industry Public Relations and Communications
Experience
Nationwide Financial February 2015 - Present
A&R Creative Group April 2014 - October 2014
Alleviating Poverty Through Entrepreneurship September 2012 - June 2014
Camden Homes June 2012 - September 2012
Skills
Community Development, Event Planning, Public Speaking, Community Outreach, Recruiting, Marketing, Economic Development, Microsoft Excel
Education
The Ohio State University 2010 — 2014
Bachelor's Degree, Public Affairs
Nationwide Financial February 2015 - Present
A&R Creative Group April 2014 - October 2014
Alleviating Poverty Through Entrepreneurship September 2012 - June 2014
Camden Homes June 2012 - September 2012
Skills
Community Development, Event Planning, Public Speaking, Community Outreach, Recruiting, Marketing, Economic Development, Microsoft Excel
Education
The Ohio State University 2010 — 2014
Bachelor's Degree, Public Affairs
Josiah Campbell Josiah Campbell's Nationwide Financial Experience May 2004 - May 2005
Job Vice President Mortgage Default Operations Readiness
Industry Banking
Experience
Citi August 2015 - Present
Citi March 2012 - Present
Morgan Stanley April 2009 - March 2012
JPMorgan Chase & Co. March 2008 - April 2009
Bear Stearns & Company June 2005 - March 2008
Nationwide Financial May 2004 - May 2005
First Investors Corporation January 2004 - May 2004
Skills
Financial Analysis, Capital Markets, Database Management, Reporting & Analysis, Mortgage Servicing, SQL Server, SSRS, SSIS, Tableau, DBArtisan, Series 6, Series 63, Property & Casualty..., Annuities, SOX, Sybase SQL Anywhere, UNIX Databases, Insurance Planning, Project Portfolio..., Business Analysis, Business Intelligence, Relationship Management, Data Analysis, SQL, Microsoft SQL Server, Process Improvement, Sarbanes-Oxley Act, Project Management, Finance, Loss Mitigation, Mortgage Banking
Education
Texas A&M University 2000 — 2003
Bachelor of Arts, International Studies
Citi August 2015 - Present
Citi March 2012 - Present
Morgan Stanley April 2009 - March 2012
JPMorgan Chase & Co. March 2008 - April 2009
Bear Stearns & Company June 2005 - March 2008
Nationwide Financial May 2004 - May 2005
First Investors Corporation January 2004 - May 2004
Skills
Financial Analysis, Capital Markets, Database Management, Reporting & Analysis, Mortgage Servicing, SQL Server, SSRS, SSIS, Tableau, DBArtisan, Series 6, Series 63, Property & Casualty..., Annuities, SOX, Sybase SQL Anywhere, UNIX Databases, Insurance Planning, Project Portfolio..., Business Analysis, Business Intelligence, Relationship Management, Data Analysis, SQL, Microsoft SQL Server, Process Improvement, Sarbanes-Oxley Act, Project Management, Finance, Loss Mitigation, Mortgage Banking
Education
Texas A&M University 2000 — 2003
Bachelor of Arts, International Studies
Joshua Jones Joshua Jones's Nationwide Financial Experience August 2006 - January 2007
Job Director of Sales, Enterprise Accounts @ Secunia (now part of Flexera Software)
Industry Computer Software
Experience
Secunia Inc. (now part of Flexera Software) July 2012 - Present
eEye Digital Security, now part of BeyondTrust March 2010 - July 2012
Quest Software November 2007 - March 2010
Blue Technologies January 2007 - November 2007
Nationwide Financial August 2006 - January 2007
Masters Pharmaceuticals Ltd. March 2006 - August 2006
Berger Movers, Inc. Agent for Allied Van Lines June 1999 - March 2006
United States Air Force Reserve January 1999 - January 2005
Skills
Patch Management, Selling, Enterprise Software, Salesforce.com, Solution Selling, Security, SaaS, Business Development, CISSP, Channel Partners, Computer Security, Direct Sales, Information Security, Management, New Business Development, Sales Management, Vulnerability Management, Network Security, Professional Services, Software Industry, Networking, Sales Process, Account Management, CRM, Sales, Sales Presentations, Sales Operations, Disaster Recovery, Cloud Computing, Virtualization, Strategic Partnerships, Lead Generation
Education
The Ohio State University
my Bachelor's degrees, Business Management and Sociology
University of the Air Force
my Associates Degree, Aeronautical Maintenance Engineering
Secunia Inc. (now part of Flexera Software) July 2012 - Present
eEye Digital Security, now part of BeyondTrust March 2010 - July 2012
Quest Software November 2007 - March 2010
Blue Technologies January 2007 - November 2007
Nationwide Financial August 2006 - January 2007
Masters Pharmaceuticals Ltd. March 2006 - August 2006
Berger Movers, Inc. Agent for Allied Van Lines June 1999 - March 2006
United States Air Force Reserve January 1999 - January 2005
Skills
Patch Management, Selling, Enterprise Software, Salesforce.com, Solution Selling, Security, SaaS, Business Development, CISSP, Channel Partners, Computer Security, Direct Sales, Information Security, Management, New Business Development, Sales Management, Vulnerability Management, Network Security, Professional Services, Software Industry, Networking, Sales Process, Account Management, CRM, Sales, Sales Presentations, Sales Operations, Disaster Recovery, Cloud Computing, Virtualization, Strategic Partnerships, Lead Generation
Education
The Ohio State University
my Bachelor's degrees, Business Management and Sociology
University of the Air Force
my Associates Degree, Aeronautical Maintenance Engineering
Kristofer Gordon Kristofer Gordon's Nationwide Financial Experience April 2015 - Present
Job Financial Analyst at Floridian College Planning Resources
Industry Financial Services
Experience
Nationwide Financial April 2015 - Present
Floridian College Planning Resources September 2013 - April 2015
Merrill Lynch June 2012 - August 2013
Education
The Ohio State University
Economics
Nationwide Financial April 2015 - Present
Floridian College Planning Resources September 2013 - April 2015
Merrill Lynch June 2012 - August 2013
Education
The Ohio State University
Economics
John Leiby John Leiby's Nationwide Financial Experience August 2014 - May 2015
Job Communications Strategist at Honda R&D Americas
Industry Public Relations and Communications
Experience
Honda R&D Americas, Inc May 2015 - Present
Nationwide Financial August 2014 - May 2015
Nationwide Insurance September 2011 - August 2014
The Ohio State University Athletics September 2009 - June 2011
Ashland Inc. June 2010 - May 2011
Media, Marketing, Communication Scholars 2007 - June 2010
Ohio Historical Society January 2009 - June 2009
Columbus Blue Jackets January 2008 - June 2008
Skills
Press Releases, Feature Writing, Editing, Digital Photography, Photo Editing, Video Editing, iMovie, Photoshop, InDesign, Microsoft Office, Intranet Strategy, Media Planning, Feature Articles, Event Planning, Social Media, Media Relations
Education
The Ohio State University 2007 — 2011
Bachelor of Arts, Communication
St. Joseph Central Catholic High School 2003 — 2007
High School Diploma, General Studies
Honda R&D Americas, Inc May 2015 - Present
Nationwide Financial August 2014 - May 2015
Nationwide Insurance September 2011 - August 2014
The Ohio State University Athletics September 2009 - June 2011
Ashland Inc. June 2010 - May 2011
Media, Marketing, Communication Scholars 2007 - June 2010
Ohio Historical Society January 2009 - June 2009
Columbus Blue Jackets January 2008 - June 2008
Skills
Press Releases, Feature Writing, Editing, Digital Photography, Photo Editing, Video Editing, iMovie, Photoshop, InDesign, Microsoft Office, Intranet Strategy, Media Planning, Feature Articles, Event Planning, Social Media, Media Relations
Education
The Ohio State University 2007 — 2011
Bachelor of Arts, Communication
St. Joseph Central Catholic High School 2003 — 2007
High School Diploma, General Studies
John Crow, SPHR, SHRM-SCP, ChFC, CLU, FLMI John Crow, SPHR, SHRM-SCP, ChFC, CLU, FLMI's Nationwide Financial Experience July 2000 - November 2004
Job Financial Services / Benefits / HR / Contact Center / Operations Executive at Employee Services / Risk Management Firm
Industry Financial Services
Experience
Financial Services / Benefits Firm April 2014 - Present
Nationwide Insurance August 2006 - April 2014
Nationwide Financial July 2000 - November 2004
Skills
ChFC, CLU, Series 6, Securities, Fixed Annuities, Series 24, Series 65, CPCU, Retirement Planning, Term Life Insurance, Property & Casualty..., Insurance, Variable Annuities, Life Insurance, FLMI, FFSI, AIRC, Series 7, Universal Life, Commercial Insurance, Financial Services, Sales, Long-term Care, Disability Insurance, Asset Allocation, Retirement, Claim, Legal Liability, Relationship Management, Reinsurance, Workers Compensation, Litigation Management, Series 63, Liability, Strategic Financial..., 401k, Mutual Funds, Casualty, General Insurance, Professional Liability, Risk Management, Estate Planning, Pensions, Health Insurance, Underwriting, Financial Advisory, IRAs, Wealth Management, FINRA, Investment Advisory
Education
The American College 2012 — 2013
Master's degree, Science of Management
The Ohio State University 1988 — 1992
Bachleor of Arts, Criminal Justice
Financial Services / Benefits Firm April 2014 - Present
Nationwide Insurance August 2006 - April 2014
Nationwide Financial July 2000 - November 2004
Skills
ChFC, CLU, Series 6, Securities, Fixed Annuities, Series 24, Series 65, CPCU, Retirement Planning, Term Life Insurance, Property & Casualty..., Insurance, Variable Annuities, Life Insurance, FLMI, FFSI, AIRC, Series 7, Universal Life, Commercial Insurance, Financial Services, Sales, Long-term Care, Disability Insurance, Asset Allocation, Retirement, Claim, Legal Liability, Relationship Management, Reinsurance, Workers Compensation, Litigation Management, Series 63, Liability, Strategic Financial..., 401k, Mutual Funds, Casualty, General Insurance, Professional Liability, Risk Management, Estate Planning, Pensions, Health Insurance, Underwriting, Financial Advisory, IRAs, Wealth Management, FINRA, Investment Advisory
Education
The American College 2012 — 2013
Master's degree, Science of Management
The Ohio State University 1988 — 1992
Bachleor of Arts, Criminal Justice
Jeffrey Francis Jeffrey Francis's Nationwide Financial Experience July 2013 - Present
Job Program Director at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial July 2013 - Present
Nationwide Financial July 2007 - July 2013
Nationwide Financial March 2004 - July 2007
Ceridian November 2000 - March 2004
John Hancock Financial Services May 1998 - October 2000
Skills
Investments, Retirement Planning, Mutual Funds, Employee Benefits, Retirement, Financial Services, Leadership, Relationship Management, Fixed Annuities, Pensions, Vendor Management, Series 63, Insurance, 401k, Project Management, Budgets, Six Sigma Green Belt
Education
Syracuse University 1994 — 1998
Bachelor of Science (B.S.), Consumer Services and Advocacy
Nationwide Financial July 2013 - Present
Nationwide Financial July 2007 - July 2013
Nationwide Financial March 2004 - July 2007
Ceridian November 2000 - March 2004
John Hancock Financial Services May 1998 - October 2000
Skills
Investments, Retirement Planning, Mutual Funds, Employee Benefits, Retirement, Financial Services, Leadership, Relationship Management, Fixed Annuities, Pensions, Vendor Management, Series 63, Insurance, 401k, Project Management, Budgets, Six Sigma Green Belt
Education
Syracuse University 1994 — 1998
Bachelor of Science (B.S.), Consumer Services and Advocacy
Naomi Thomas Naomi Thomas's Nationwide Financial Experience February 2013 - Present
Job ISS Team Lead
Industry Financial Services
Experience
Nationwide Financial February 2013 - Present
Nationwide Insurance February 2012 - November 2013
Skills
Customer Service, Microsoft Excel, 401k, Process Improvement, Call Centers, General Insurance
Education
The Culinary Institute of America 2003 — 2005
'Associate in Occupational Studies', Baking and Pastry Arts/Baker/Pastry Chef
Groveton High School 1997 — 2003
High School Diploma, General Studies
Nationwide Financial February 2013 - Present
Nationwide Insurance February 2012 - November 2013
Skills
Customer Service, Microsoft Excel, 401k, Process Improvement, Call Centers, General Insurance
Education
The Culinary Institute of America 2003 — 2005
'Associate in Occupational Studies', Baking and Pastry Arts/Baker/Pastry Chef
Groveton High School 1997 — 2003
High School Diploma, General Studies
Vince Antonucci CLTC Vince Antonucci CLTC's Nationwide Financial Experience October 2012 - Present
Job Regional Vice President Life Sales at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial October 2012 - Present
Nationwide Financial February 2010 - October 2012
Nationwide Financial June 2009 - February 2010
Nationwide Financial December 2008 - June 2009
YSU Athletics July 2007 - June 2008
Skills
Life Insurance, New Business Development, Estate Planning, Customer Service, Insurance, Process Scheduler, Excel, Word, Scheduling, Outlook, PowerPoint, Mentoring, Long-term Care, Series 63, COLI, Series 6, Variable Products, Microsoft Excel
Education
The Ohio State University 2002 — 2007
B.S., Sports Management
Nationwide Financial October 2012 - Present
Nationwide Financial February 2010 - October 2012
Nationwide Financial June 2009 - February 2010
Nationwide Financial December 2008 - June 2009
YSU Athletics July 2007 - June 2008
Skills
Life Insurance, New Business Development, Estate Planning, Customer Service, Insurance, Process Scheduler, Excel, Word, Scheduling, Outlook, PowerPoint, Mentoring, Long-term Care, Series 63, COLI, Series 6, Variable Products, Microsoft Excel
Education
The Ohio State University 2002 — 2007
B.S., Sports Management
Devon Andrews's Nationwide Financial Experience August 2014 - Present
Job Specialist, Marketing Management
Industry Marketing and Advertising
Experience
Nationwide Financial August 2014 - Present
Nationwide Financial July 2012 - August 2014
Nationwide Insurance August 2011 - July 2012
Victory Fitness Center August 2009 - February 2012
Nationwide Better Health January 2011 - August 2011
River Consulting, LLC November 2009 - June 2010
Skills
Marketing Communications, Digital Communication..., Digital Marketing, Digital Strategy, Marketing Strategy, Branding, Mutual Funds, Multi-media Marketing..., Online Marketing, Corporate Website..., Digital Promotions, Email Marketing, Series 6, ExactTarget, Management, Photoshop, SDL Media Manager, Writing, Social Marketing, Graphic Design, Spanish, Webcasting, SDL Tridion, Nero Platinum, Maya, Social Networking Sites, Writing Skills, Staff Training, Softball, Resume Writing, Proposal Preparation, Intellis, SalesLogix CRM, CRM/CKS Maintenance Tool, PossibleNOW DNC Solution, FTP, ECIF, URBO, SPOT, Digital Technology, Customer Service, Microsoft Office, Sales, Lotus Notes, Personal Training, Film Production, Proposal Writing, On24 Webcast Program, Marketing Management, Social Networking
Education
The Ohio State University 2006 — 2010
Bachelor of Arts and Sciences, Strategic Communication and Design
Big Walnut High School 2002 — 2006
Nationwide Financial August 2014 - Present
Nationwide Financial July 2012 - August 2014
Nationwide Insurance August 2011 - July 2012
Victory Fitness Center August 2009 - February 2012
Nationwide Better Health January 2011 - August 2011
River Consulting, LLC November 2009 - June 2010
Skills
Marketing Communications, Digital Communication..., Digital Marketing, Digital Strategy, Marketing Strategy, Branding, Mutual Funds, Multi-media Marketing..., Online Marketing, Corporate Website..., Digital Promotions, Email Marketing, Series 6, ExactTarget, Management, Photoshop, SDL Media Manager, Writing, Social Marketing, Graphic Design, Spanish, Webcasting, SDL Tridion, Nero Platinum, Maya, Social Networking Sites, Writing Skills, Staff Training, Softball, Resume Writing, Proposal Preparation, Intellis, SalesLogix CRM, CRM/CKS Maintenance Tool, PossibleNOW DNC Solution, FTP, ECIF, URBO, SPOT, Digital Technology, Customer Service, Microsoft Office, Sales, Lotus Notes, Personal Training, Film Production, Proposal Writing, On24 Webcast Program, Marketing Management, Social Networking
Education
The Ohio State University 2006 — 2010
Bachelor of Arts and Sciences, Strategic Communication and Design
Big Walnut High School 2002 — 2006
Corey J Trusso Corey J Trusso's Nationwide Financial Experience June 2015 - Present
Job Lean Change Agent at Nationwide Financial
Industry Government Relations
Experience
Nationwide Financial June 2015 - Present
Nationwide Financial June 2014 - Present
Nationwide Financial April 2013 - June 2014
Ohio State Representative Campaign August 2012 - November 2012
US House of Representatives Campaign April 2012 - August 2012
Garfield Institute for Public Leadership January 2010 - May 2012
Office of an Ohio State Representative January 2012 - April 2012
US House of Representatives Campaign January 2012 - March 2012
Office of a US Senator from Ohio May 2011 - August 2011
Hiram College March 2009 - May 2011
Skills
Persuasion, Lecturing, Event Management, Politics, Political Science, Research, Public Policy, Press Releases, Event Planning, Editing, Facebook, Social Media, PowerPoint, Policy Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Copy Editing, Community Outreach, Fundraising, Public Relations, Public Speaking, Volunteer Management, Political Campaigns, Strategic Communications, Media Relations, Leadership, Government
Education
Hiram College
Bachelor of Arts, Major: Political Science Minors: Philosophy, Ethics, and Entrepreneurship
The American College
CLU-Chartered Life Underwriter Expected 2015
American Society of Pension Professionals & Actuaries, ASPPA
Retirement Planning Fundamentals Certificate
LOMA, Life Office Management Association
Designations, Finance and Financial Management Services
The University of Akron
Guest Student, Political Science and Government
Ravenna High School
Diploma
Nationwide Financial June 2015 - Present
Nationwide Financial June 2014 - Present
Nationwide Financial April 2013 - June 2014
Ohio State Representative Campaign August 2012 - November 2012
US House of Representatives Campaign April 2012 - August 2012
Garfield Institute for Public Leadership January 2010 - May 2012
Office of an Ohio State Representative January 2012 - April 2012
US House of Representatives Campaign January 2012 - March 2012
Office of a US Senator from Ohio May 2011 - August 2011
Hiram College March 2009 - May 2011
Skills
Persuasion, Lecturing, Event Management, Politics, Political Science, Research, Public Policy, Press Releases, Event Planning, Editing, Facebook, Social Media, PowerPoint, Policy Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Copy Editing, Community Outreach, Fundraising, Public Relations, Public Speaking, Volunteer Management, Political Campaigns, Strategic Communications, Media Relations, Leadership, Government
Education
Hiram College
Bachelor of Arts, Major: Political Science Minors: Philosophy, Ethics, and Entrepreneurship
The American College
CLU-Chartered Life Underwriter Expected 2015
American Society of Pension Professionals & Actuaries, ASPPA
Retirement Planning Fundamentals Certificate
LOMA, Life Office Management Association
Designations, Finance and Financial Management Services
The University of Akron
Guest Student, Political Science and Government
Ravenna High School
Diploma
Atit Shah Atit Shah's Nationwide Financial Experience June 2014 - Present
Job Regional Internal Consultant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2014 - Present
Nationwide Financial July 2013 - June 2014
Rodier Law Office August 2012 - May 2013
Mutual of Omaha May 2012 - August 2012
Tory Burch June 2010 - August 2010
Skills
Finance, Marketing, Accounts Payable, QuickBooks, Accounts Receivable, Account Reconciliation, Bookkeeping, Payroll, Invoicing, Spreadsheets, Financial Reporting, Microsoft Excel, Wealth Management, Financial Statements, Investment Management, Retirement Planning
Education
The Ohio State University 2009 — 2013
Bachelor of Science in Financial Planning
Nationwide Financial June 2014 - Present
Nationwide Financial July 2013 - June 2014
Rodier Law Office August 2012 - May 2013
Mutual of Omaha May 2012 - August 2012
Tory Burch June 2010 - August 2010
Skills
Finance, Marketing, Accounts Payable, QuickBooks, Accounts Receivable, Account Reconciliation, Bookkeeping, Payroll, Invoicing, Spreadsheets, Financial Reporting, Microsoft Excel, Wealth Management, Financial Statements, Investment Management, Retirement Planning
Education
The Ohio State University 2009 — 2013
Bachelor of Science in Financial Planning
Steven Inglis's Nationwide Financial Experience June 2011 - December 2012
Job Graduate Student at George Washington University
Industry International Affairs
Experience
U.S. Department of Justice December 2012 - August 2015
Nationwide Financial June 2011 - December 2012
University of Richmond November 2009 - May 2011
Technology Learning Center March 2009 - December 2010
U.S. Department of Justice June 2010 - August 2010
Virginia Historical Society September 2009 - December 2009
Education
The George Washington University 2014 — 2016
Master’s Degree, Elliott School of International Affairs
University of Richmond 2007 — 2011
Bachelor’s Degree, Political Science and History, Magna cum laude
The London School of Economics and Political Science (LSE) 2015 — 2015
Executive Summer School, Post-Crisis Global Finance
U.S. Department of Justice December 2012 - August 2015
Nationwide Financial June 2011 - December 2012
University of Richmond November 2009 - May 2011
Technology Learning Center March 2009 - December 2010
U.S. Department of Justice June 2010 - August 2010
Virginia Historical Society September 2009 - December 2009
Education
The George Washington University 2014 — 2016
Master’s Degree, Elliott School of International Affairs
University of Richmond 2007 — 2011
Bachelor’s Degree, Political Science and History, Magna cum laude
The London School of Economics and Political Science (LSE) 2015 — 2015
Executive Summer School, Post-Crisis Global Finance
Adam Hipp, FLMI Adam Hipp, FLMI's Nationwide Financial Experience September 2013 - Present
Job Financial Services Analyst at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2013 - Present
Nationwide Financial April 2013 - September 2013
Nationwide Financial April 2012 - April 2013
Randstad October 2011 - April 2012
Giant Eagle August 2009 - October 2011
Giant Eagle January 2006 - August 2009
Judge Amy Salerno September 2007 - November 2007
City of Cleveland Mayor's Office of Equal Opportunity June 2007 - September 2007
Skills
Inventory Management, Conflict Resolution, Research, Fixed Annuities, Variable Annuities, Life Insurance, Variable Life, Claims Investigations, Customer Service, Lotus Notes, Microsoft Office
Education
The Ohio State University 2006 — 2009
Bachelor's of Arts, Political Science
Saint Ignatius High School 2000 — 2004
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nationwide Financial September 2013 - Present
Nationwide Financial April 2013 - September 2013
Nationwide Financial April 2012 - April 2013
Randstad October 2011 - April 2012
Giant Eagle August 2009 - October 2011
Giant Eagle January 2006 - August 2009
Judge Amy Salerno September 2007 - November 2007
City of Cleveland Mayor's Office of Equal Opportunity June 2007 - September 2007
Skills
Inventory Management, Conflict Resolution, Research, Fixed Annuities, Variable Annuities, Life Insurance, Variable Life, Claims Investigations, Customer Service, Lotus Notes, Microsoft Office
Education
The Ohio State University 2006 — 2009
Bachelor's of Arts, Political Science
Saint Ignatius High School 2000 — 2004
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Anthony J. Raieta's Nationwide Financial Experience January 2014 - Present
Job Sr. Analyst, Proposals at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2014 - Present
Unum April 2011 - December 2013
Lincoln Financial Group July 2010 - April 2011
Lincoln Financial Group August 2008 - April 2011
Lincoln Financial Group July 2009 - July 2010
Lincoln Financial Group August 2008 - July 2009
TD Bank June 2007 - August 2008
Temple University Small Business Development Center January 2008 - May 2008
Scottrade December 2006 - August 2007
Skills
Financial Services, Financial Analysis, Business Development, Financial Modeling, Account Management, Negotiation, Consultative Approach, Series 7, Life & Health Insurance..., Investments, Relationship Management, Asset Management, Sales, Business Analysis
Education
Temple University
Bachelor of Business Administration (BBA), Finance & International Business
Norristown Area High School
Nationwide Financial January 2014 - Present
Unum April 2011 - December 2013
Lincoln Financial Group July 2010 - April 2011
Lincoln Financial Group August 2008 - April 2011
Lincoln Financial Group July 2009 - July 2010
Lincoln Financial Group August 2008 - July 2009
TD Bank June 2007 - August 2008
Temple University Small Business Development Center January 2008 - May 2008
Scottrade December 2006 - August 2007
Skills
Financial Services, Financial Analysis, Business Development, Financial Modeling, Account Management, Negotiation, Consultative Approach, Series 7, Life & Health Insurance..., Investments, Relationship Management, Asset Management, Sales, Business Analysis
Education
Temple University
Bachelor of Business Administration (BBA), Finance & International Business
Norristown Area High School
Daniel Fox's Nationwide Financial Experience 2004 - 2005
Job Vision Partner at Innovator Code
Industry Apparel & Fashion
Experience
Innovator Code July 2015 - Present
Skreened June 2015 - Present
Skreened, Ltd August 2006 - Present
nationwide financial 2004 - 2005
Skills
Creative Direction, Marketing Strategy, Art Direction, Marketing Communications, Information Architecture, Brand Development, Concept Development, Public Speaking, Leadership, Branding & Identity, Social Media Marketing, Online Marketing, Social Media, Visual Communication, Graphic Design, Logo Design, Photography, User Experience, Web Design, Art, Email Marketing, Copywriting, Illustration, Advertising, Adobe Creative Suite, Photoshop, Marketing, Social Networking, Graphics, Typography, Illustrator, InDesign
Education
The Ohio State University 1999 — 2004
BS, Visual Communication Design
Innovator Code July 2015 - Present
Skreened June 2015 - Present
Skreened, Ltd August 2006 - Present
nationwide financial 2004 - 2005
Skills
Creative Direction, Marketing Strategy, Art Direction, Marketing Communications, Information Architecture, Brand Development, Concept Development, Public Speaking, Leadership, Branding & Identity, Social Media Marketing, Online Marketing, Social Media, Visual Communication, Graphic Design, Logo Design, Photography, User Experience, Web Design, Art, Email Marketing, Copywriting, Illustration, Advertising, Adobe Creative Suite, Photoshop, Marketing, Social Networking, Graphics, Typography, Illustrator, InDesign
Education
The Ohio State University 1999 — 2004
BS, Visual Communication Design
James Yocom James Yocom's Nationwide Financial Experience March 2000 - February 2005
Job Vice President, Senior Financial Advisor, Unionbanc Investment Services
Industry Financial Services
Experience
Lincoln Financial Distributors February 2012 - Present
Legg Mason Capital Management October 2009 - November 2010
Sun Life Financial February 2005 - July 2009
Nationwide Financial March 2000 - February 2005
Skills
Wealth Management, Series 63, Sales, Series 7, Mutual Funds
Education
Temple University - Fox School of Business and Management
Bachelor Degree, Finance and Marketing
Lincoln Financial Distributors February 2012 - Present
Legg Mason Capital Management October 2009 - November 2010
Sun Life Financial February 2005 - July 2009
Nationwide Financial March 2000 - February 2005
Skills
Wealth Management, Series 63, Sales, Series 7, Mutual Funds
Education
Temple University - Fox School of Business and Management
Bachelor Degree, Finance and Marketing
Nicole Spain, AIF® Nicole Spain, AIF®'s Nationwide Financial Experience July 2013 - Present
Job Senior Product Consultant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial July 2013 - Present
Nationwide Financial July 2011 - Present
Transamerica November 2008 - June 2011
Skills
Series 6, AIF, Variable Annuities, Fixed Annuities
Education
The Ohio State University 2003 — 2006
Nationwide Financial July 2013 - Present
Nationwide Financial July 2011 - Present
Transamerica November 2008 - June 2011
Skills
Series 6, AIF, Variable Annuities, Fixed Annuities
Education
The Ohio State University 2003 — 2006
Nate McDaniel Nate McDaniel's Nationwide Financial Experience December 2013 - Present
Job Technical Operations Manager at Nationwide Financial
Industry Hospital & Health Care
Experience
Nationwide Financial December 2013 - Present
Nationwide Insurance November 2012 - December 2013
Cardinal Health March 2012 - November 2012
Cardinal Health March 2009 - March 2012
UPS March 2001 - March 2009
US Army June 2000 - June 2006
Skills
Process Improvement, Operations Management, Security, Logistics, 3PL, Cross-functional Team..., Supply Chain, Team Building, Data Analysis, Customer Service, Change Management, Coaching, Leadership Development, Microsoft Excel, Real Estate, Residential Homes, Inventory Management, Business Process..., Insurance, Key Account Management, Kaizen, Key Performance..., Leadership, Team Leadership, Microsoft Office, Management, Microsoft Word, Project Management, Outlook, PowerPoint, Project Planning, Program Management, Training, Team Management, Visio, Windows
Education
The Ohio State University 1999 — 2008
BS, Consumer Affairs
Anderson High
Nationwide Financial December 2013 - Present
Nationwide Insurance November 2012 - December 2013
Cardinal Health March 2012 - November 2012
Cardinal Health March 2009 - March 2012
UPS March 2001 - March 2009
US Army June 2000 - June 2006
Skills
Process Improvement, Operations Management, Security, Logistics, 3PL, Cross-functional Team..., Supply Chain, Team Building, Data Analysis, Customer Service, Change Management, Coaching, Leadership Development, Microsoft Excel, Real Estate, Residential Homes, Inventory Management, Business Process..., Insurance, Key Account Management, Kaizen, Key Performance..., Leadership, Team Leadership, Microsoft Office, Management, Microsoft Word, Project Management, Outlook, PowerPoint, Project Planning, Program Management, Training, Team Management, Visio, Windows
Education
The Ohio State University 1999 — 2008
BS, Consumer Affairs
Anderson High
Phil Prenger Phil Prenger's Nationwide Financial Experience June 2004 - April 2013
Job NF Operations Supervisor at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance May 2015 - Present
Nationwide Insurance April 2013 - May 2015
Nationwide Financial June 2004 - April 2013
Skills
Fixed Annuities, Management Consulting, Business Requirements, Data Modeling, User Acceptance Testing, Analysis, Business Analysis, Operations Management, Variable Annuities, Financial Services, Process Improvement, Microsoft Office, Capacity Planning, Staffing Plans, Executive Reporting, Performance Reporting, KPI Reports, Life Insurance, Workforce Management
Education
The Ohio State University
Nationwide Insurance May 2015 - Present
Nationwide Insurance April 2013 - May 2015
Nationwide Financial June 2004 - April 2013
Skills
Fixed Annuities, Management Consulting, Business Requirements, Data Modeling, User Acceptance Testing, Analysis, Business Analysis, Operations Management, Variable Annuities, Financial Services, Process Improvement, Microsoft Office, Capacity Planning, Staffing Plans, Executive Reporting, Performance Reporting, KPI Reports, Life Insurance, Workforce Management
Education
The Ohio State University
David Jira David Jira's Nationwide Financial Experience October 2005 - Present
Job Network Engineer at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial October 2005 - Present
SummaCare October 2002 - October 2005
Skills
MCSE 2003, CISSP, CCNP, CCSP, CCDP, CCIP, Cisco Routers, Cisco Technologies, Networking, VPN, WAN, LAN-WAN, OSPF, Network Security, Microsoft Certified..., Routers, Load Balancing, BGP, Juniper, Firewalls, CCNA, Cisco IOS
Education
The Ohio State University 1988 — 1993
Bachelor of Arts (B.A.), International/Global Studies
Nationwide Financial October 2005 - Present
SummaCare October 2002 - October 2005
Skills
MCSE 2003, CISSP, CCNP, CCSP, CCDP, CCIP, Cisco Routers, Cisco Technologies, Networking, VPN, WAN, LAN-WAN, OSPF, Network Security, Microsoft Certified..., Routers, Load Balancing, BGP, Juniper, Firewalls, CCNA, Cisco IOS
Education
The Ohio State University 1988 — 1993
Bachelor of Arts (B.A.), International/Global Studies
Pat Molamphy, CLU, ChFC Pat Molamphy, CLU, ChFC's Nationwide Financial Experience January 1991 - Present
Job Chartered Financial Consultant
Industry Financial Services
Experience
North Carolina Department of Transportation March 2015 - Present
Albemarle Oil Company January 1999 - Present
Nationwide Financial January 1991 - Present
Skills
Small Business, Strategic Planning, Marketing, Team Building, New Business Development, Insurance, Customer Service, Sales Management, Marketing Strategy, Sales, Leadership, Entrepreneurship, Selling
Education
The Citadel 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
North Carolina Department of Transportation March 2015 - Present
Albemarle Oil Company January 1999 - Present
Nationwide Financial January 1991 - Present
Skills
Small Business, Strategic Planning, Marketing, Team Building, New Business Development, Insurance, Customer Service, Sales Management, Marketing Strategy, Sales, Leadership, Entrepreneurship, Selling
Education
The Citadel 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Sarah Hamill Sarah Hamill's Nationwide Financial Experience January 2013 - Present
Job Marketing Director at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial January 2013 - Present
Harleysville LIfe Insurance March 1990 - January 2013
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Casualty, Liability, Claim, Commercial Lines, Legal Liability, Workers Compensation, Claims Management, Umbrella Insurance, Professional Liability, General Insurance, Reinsurance, Brokers, Employee Benefits, Team Building, Process Improvement, Casualty Insurance
Education
The American College
Master's Degree, Financial Services
The Johns Hopkins University
Master's Degree, Administrative Science
The University of Kansas
Bachelor's Degree
Nationwide Financial January 2013 - Present
Harleysville LIfe Insurance March 1990 - January 2013
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Casualty, Liability, Claim, Commercial Lines, Legal Liability, Workers Compensation, Claims Management, Umbrella Insurance, Professional Liability, General Insurance, Reinsurance, Brokers, Employee Benefits, Team Building, Process Improvement, Casualty Insurance
Education
The American College
Master's Degree, Financial Services
The Johns Hopkins University
Master's Degree, Administrative Science
The University of Kansas
Bachelor's Degree
Bill Jelinek Bill Jelinek's Nationwide Financial Experience August 2006 - May 2009
Job IT Application Development Consultant at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance December 2012 - Present
Nationwide Insurance May 2009 - December 2012
Nationwide Financial August 2006 - May 2009
Nationwide Financial March 2004 - August 2006
Nationwide Financial December 2003 - March 2004
Nationwide Financial June 2000 - December 2003
Nationwide Financial April 1998 - June 2000
Nationwide Financial October 1996 - April 1998
Nationwide Financial April 1994 - October 1996
The Ohio State University Medical Center September 1993 - April 1994
Skills
Microsoft Access..., Business Objects, End User Training, Requirements Gathering, Process Development, Process Improvement, Demand Management, Microsoft Office, Software Documentation, Process Documentation, Employee Engagement, Access, Photography, Insurance, Process Simulation, Documentations, Databases, Project Management, Business Process, Program Management, Analysis
Education
The Ohio State University 1980 — 1985
B.S., Psychology
Nationwide Insurance December 2012 - Present
Nationwide Insurance May 2009 - December 2012
Nationwide Financial August 2006 - May 2009
Nationwide Financial March 2004 - August 2006
Nationwide Financial December 2003 - March 2004
Nationwide Financial June 2000 - December 2003
Nationwide Financial April 1998 - June 2000
Nationwide Financial October 1996 - April 1998
Nationwide Financial April 1994 - October 1996
The Ohio State University Medical Center September 1993 - April 1994
Skills
Microsoft Access..., Business Objects, End User Training, Requirements Gathering, Process Development, Process Improvement, Demand Management, Microsoft Office, Software Documentation, Process Documentation, Employee Engagement, Access, Photography, Insurance, Process Simulation, Documentations, Databases, Project Management, Business Process, Program Management, Analysis
Education
The Ohio State University 1980 — 1985
B.S., Psychology
Marc Cohen Marc Cohen's Nationwide Financial Experience August 1997 - August 2003
Job CEO and President at GPG Services Inc.
Industry Financial Services
Experience
GPG Services Inc. January 2008 - Present
US Planning Group Inc August 2003 - March 2008
Nationwide Financial August 1997 - August 2003
Math Made Easy August 1996 - July 1997
Skills
Life Insurance, Strategic Financial..., Estate Planning, Thinking Outside The Box, Fixed Annuities, Insurance, Retirement, Retirement Planning, Investments, Wealth Management, Series 7, Disability Insurance, Finance, Financial Services, Risk Management, Leadership, Financial Advisory, Portfolio Management, Business Planning, Sales Management, Sales, IRAs, Selling, Marketing
Education
American College
Lutcf, Advanced Insurance Studies
The Johns Hopkins University - Carey Business School
Ner Israel
Touro College
Master of Science Studies, International Finance and Markets
Touro College
Bachelor of Arts, Finance
GPG Services Inc. January 2008 - Present
US Planning Group Inc August 2003 - March 2008
Nationwide Financial August 1997 - August 2003
Math Made Easy August 1996 - July 1997
Skills
Life Insurance, Strategic Financial..., Estate Planning, Thinking Outside The Box, Fixed Annuities, Insurance, Retirement, Retirement Planning, Investments, Wealth Management, Series 7, Disability Insurance, Finance, Financial Services, Risk Management, Leadership, Financial Advisory, Portfolio Management, Business Planning, Sales Management, Sales, IRAs, Selling, Marketing
Education
American College
Lutcf, Advanced Insurance Studies
The Johns Hopkins University - Carey Business School
Ner Israel
Touro College
Master of Science Studies, International Finance and Markets
Touro College
Bachelor of Arts, Finance
Racheal DeCicco Bogina's Nationwide Financial Experience October 2011 - Present
Job Attorney at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial October 2011 - Present
Liberty Mutual Insurance July 2010 - October 2011
Hartford Life October 1996 - March 2008
Skills
Insurance, Estate Planning, Microsoft Office, Risk Management, Leadership, Finance, Financial Services, Securities, Research, Negotiation, Investments, Banking, Analysis, Real Estate, Contract Negotiation, Financial Analysis, Sales, Marketing, Litigation, Business Strategy
Education
Temple University - James E. Beasley School of Law 1982 — 1985
Juris Doctor, Law
Temple University 1978 — 1981
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Nationwide Financial October 2011 - Present
Liberty Mutual Insurance July 2010 - October 2011
Hartford Life October 1996 - March 2008
Skills
Insurance, Estate Planning, Microsoft Office, Risk Management, Leadership, Finance, Financial Services, Securities, Research, Negotiation, Investments, Banking, Analysis, Real Estate, Contract Negotiation, Financial Analysis, Sales, Marketing, Litigation, Business Strategy
Education
Temple University - James E. Beasley School of Law 1982 — 1985
Juris Doctor, Law
Temple University 1978 — 1981
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Kenneth J. Lang Kenneth J. Lang's Nationwide Financial Experience 2014 - Present
Job Relationship Manager at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2014 - Present
Wells Fargo Advisors 2011 - 2014
Mutual of America 2009 - 2011
Retirement Clearinghouse 2007 - 2008
Fidelity Investments 1989 - 2006
USi 1999 - 2002
Skills
401k, Retirement, Retirement Planning, Investments, Pensions, Financial Advisory, 401k Rollovers, Employee Benefits, Retirement Plan..., Fixed Annuities, Finance, Mutual Funds, IRAs, Series 6, Defined Benefit, Life Insurance, High Net Worth..., Series 7, Series 63, Financial Services, 403 b, Business Planning, Wealth Management, Asset Allocation, Investment Advisory, Uniform Combined State..., Series 65, FINRA, Strategic Financial..., Estate Planning
Education
The Ohio State University 1984 — 1988
Bachelor of Arts, Business, Economics, Social Sciences
Nationwide Financial 2014 - Present
Wells Fargo Advisors 2011 - 2014
Mutual of America 2009 - 2011
Retirement Clearinghouse 2007 - 2008
Fidelity Investments 1989 - 2006
USi 1999 - 2002
Skills
401k, Retirement, Retirement Planning, Investments, Pensions, Financial Advisory, 401k Rollovers, Employee Benefits, Retirement Plan..., Fixed Annuities, Finance, Mutual Funds, IRAs, Series 6, Defined Benefit, Life Insurance, High Net Worth..., Series 7, Series 63, Financial Services, 403 b, Business Planning, Wealth Management, Asset Allocation, Investment Advisory, Uniform Combined State..., Series 65, FINRA, Strategic Financial..., Estate Planning
Education
The Ohio State University 1984 — 1988
Bachelor of Arts, Business, Economics, Social Sciences
Rebecca Grimm Rebecca Grimm's Nationwide Financial Experience November 2014 - Present
Job Circle, Analyst Internal Sales and Service at Nationwide Financial
Industry International Trade and Development
Experience
Nationwide Financial November 2014 - Present
Nationwide Financial August 2011 - November 2014
Peace Corps February 2009 - April 2011
Skills
International..., Sales, Annuities, Retirement, Project Management, Strategic Planning, Spanish, Research, Business Strategy, Teaching, Microsoft Office, Nonprofits, Program Evaluation, Community Outreach, Grant Writing
Education
The American College 2012 — 2015
MSM, Business Administration and Management, General
The Ohio State University 2004 — 2008
Bachelor of Arts (B.A.), Spanish Language and Literature
Nationwide Financial November 2014 - Present
Nationwide Financial August 2011 - November 2014
Peace Corps February 2009 - April 2011
Skills
International..., Sales, Annuities, Retirement, Project Management, Strategic Planning, Spanish, Research, Business Strategy, Teaching, Microsoft Office, Nonprofits, Program Evaluation, Community Outreach, Grant Writing
Education
The American College 2012 — 2015
MSM, Business Administration and Management, General
The Ohio State University 2004 — 2008
Bachelor of Arts (B.A.), Spanish Language and Literature
Jillian Bentley Jillian Bentley's Nationwide Financial Experience October 2006 - September 2009
Job Recruiter at Amazon (AWS)
Industry Human Resources
Experience
Amazon Web Services December 2014 - Present
Search Wizards at Amazon July 2014 - December 2014
Coldwater Creek November 2013 - August 2014
Coldwater Creek May 2012 - November 2013
Coldwater Creek July 2011 - May 2012
Coldwater Creek September 2009 - July 2011
Nationwide Financial October 2006 - September 2009
Skills
Recruiting, Onboarding, Talent Management, Human Resources, Employee Benefits, Sourcing, Management, Analysis, Personnel Management, New Hire Orientations, Employee Recognition, Employee Engagement, Employee Relations, Internships, Corporate Relocation, College Recruiting, Retail, Leadership
Education
The College of Wooster 2002 — 2006
BA, Communication, Economics
Amazon Web Services December 2014 - Present
Search Wizards at Amazon July 2014 - December 2014
Coldwater Creek November 2013 - August 2014
Coldwater Creek May 2012 - November 2013
Coldwater Creek July 2011 - May 2012
Coldwater Creek September 2009 - July 2011
Nationwide Financial October 2006 - September 2009
Skills
Recruiting, Onboarding, Talent Management, Human Resources, Employee Benefits, Sourcing, Management, Analysis, Personnel Management, New Hire Orientations, Employee Recognition, Employee Engagement, Employee Relations, Internships, Corporate Relocation, College Recruiting, Retail, Leadership
Education
The College of Wooster 2002 — 2006
BA, Communication, Economics
Jeff Whipple, CFA's Nationwide Financial Experience March 2003 - June 2005
Job VP, Fixed Income Portfolio Manager at JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management October 2007 - Present
J.P.Morgan Asset Management April 2006 - October 2007
Merrill Lynch June 2005 - January 2006
Nationwide Financial March 2003 - June 2005
Skills
Fixed Income, Finance, Financial Risk, Investments, Mutual Funds
Education
The Ohio State University
B.S, Agricultural Business and Developmental Economics
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management October 2007 - Present
J.P.Morgan Asset Management April 2006 - October 2007
Merrill Lynch June 2005 - January 2006
Nationwide Financial March 2003 - June 2005
Skills
Fixed Income, Finance, Financial Risk, Investments, Mutual Funds
Education
The Ohio State University
B.S, Agricultural Business and Developmental Economics
Mai Skyles, MBA's Nationwide Financial Experience January 2012 - Present
Job Regional Vice President at Nationwide
Industry Financial Services
Experience
Nationwide Financial January 2012 - Present
PNC June 2009 - December 2011
Lincoln Financial Distributors January 2005 - December 2008
Merrill Lynch June 2002 - December 2004
Skills
Series 7, Series 63, Alternative Investments, Financial Services, Fixed Annuities, Retirement Planning, Business Development, Investments, Securities, Sales, Variable Annuities, Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
MBA, Interdisciplinary with Concentration in Finance
University of Virginia
B.A., Russian Studies
Suffield Academy
Nationwide Financial January 2012 - Present
PNC June 2009 - December 2011
Lincoln Financial Distributors January 2005 - December 2008
Merrill Lynch June 2002 - December 2004
Skills
Series 7, Series 63, Alternative Investments, Financial Services, Fixed Annuities, Retirement Planning, Business Development, Investments, Securities, Sales, Variable Annuities, Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
MBA, Interdisciplinary with Concentration in Finance
University of Virginia
B.A., Russian Studies
Suffield Academy
Sapna Welsh's Nationwide Financial Experience 1998 - 2000
Job Partner, Leverage HR Talent Management Professional
Industry Human Resources
Experience
Leverage HR October 2005 - Present
JPMorgan Chase October 2001 - October 2005
e-Bank July 2000 - June 2001
Nationwide Financial 1998 - 2000
Deloitte & Touche 1996 - 1998
TRC / TempWorld Staffing Services 1995 - 1996
Skills
Organizational..., Talent Management, Coaching, Personnel Management, Recruiting, Leadership, Vendor Management, Employee Training, Strategy, Human Resources, Training, Succession Planning, Staff Development, Management, Program Management, Career Counseling, Start-ups, Employee Benefits, Leadership Development, CRM
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1996
Masters, Labor & Human Resources
The George Washington University - School of Business 1988 — 1992
B.B.A., International Business
Leverage HR October 2005 - Present
JPMorgan Chase October 2001 - October 2005
e-Bank July 2000 - June 2001
Nationwide Financial 1998 - 2000
Deloitte & Touche 1996 - 1998
TRC / TempWorld Staffing Services 1995 - 1996
Skills
Organizational..., Talent Management, Coaching, Personnel Management, Recruiting, Leadership, Vendor Management, Employee Training, Strategy, Human Resources, Training, Succession Planning, Staff Development, Management, Program Management, Career Counseling, Start-ups, Employee Benefits, Leadership Development, CRM
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1996
Masters, Labor & Human Resources
The George Washington University - School of Business 1988 — 1992
B.B.A., International Business
Gretchen Durthaler, AIF®'s Nationwide Financial Experience December 2010 - Present
Job Retirement Plan Specialist
Industry Financial Services
Experience
Nationwide Financial December 2010 - Present
Saginomiya America, Inc June 2008 - June 2010
Honda Family Center ESL Tutoring 1997 - 2009
Daifuku America Corporation May 2005 - June 2007
JET Programme 2001 - 2004
Wachovia Securities 1998 - May 2001
Prudential Securities 1998 - 2001
Thompson Electronics, Inc June 1996 - December 1998
Huntington National Bank April 1994 - October 1994
Skills
Retirement Planning, Management, Finance, Mutual Funds, Policy, Process Improvement, Employee Benefits, Strategic Planning, Series 6, Microsoft Excel, Leadership, Insurance, 401k, Series 7, Financial Services, Fixed Annuities, Health Insurance, Life Insurance, Variable Annuities, Series 63, Series 65
Education
InterestsThe Ohio State University OSU Women's Varsity Crew Team 1994 — 1998
Bachelor of Arts, Economics
The Ohio State University 1993 — 1998
Bachelor's degree, Economics/International Studies
University of Cincinnati College Conservatory of Music 1992 — 1993
Cello Performance
Nationwide Financial December 2010 - Present
Saginomiya America, Inc June 2008 - June 2010
Honda Family Center ESL Tutoring 1997 - 2009
Daifuku America Corporation May 2005 - June 2007
JET Programme 2001 - 2004
Wachovia Securities 1998 - May 2001
Prudential Securities 1998 - 2001
Thompson Electronics, Inc June 1996 - December 1998
Huntington National Bank April 1994 - October 1994
Skills
Retirement Planning, Management, Finance, Mutual Funds, Policy, Process Improvement, Employee Benefits, Strategic Planning, Series 6, Microsoft Excel, Leadership, Insurance, 401k, Series 7, Financial Services, Fixed Annuities, Health Insurance, Life Insurance, Variable Annuities, Series 63, Series 65
Education
InterestsThe Ohio State University OSU Women's Varsity Crew Team 1994 — 1998
Bachelor of Arts, Economics
The Ohio State University 1993 — 1998
Bachelor's degree, Economics/International Studies
University of Cincinnati College Conservatory of Music 1992 — 1993
Cello Performance
Meredith Hayes, CFP®, CRC®'s Nationwide Financial Experience 2015 - Present
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2015 - Present
Canard Capital Partners 2014 - 2015
BBVA Compass Investment Solutions 2011 - 2013
Transamerica 2008 - 2011
Van Kampen Investments 2005 - 2008
Federated Investors 2003 - 2005
AIM Investments 1995 - 2002
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Relationship Management, Key Account Management, Insurance, Asset Allocation, Series 6, Securities, Wealth Management, Series 65, Series 24, 401k, Investment Advisory, FINRA
Education
The University of Texas at Austin 2013 — 2014
Financial Planning Certificate Program
Texas A&M University 1989 — 1994
Bachelor of Science
Nationwide Financial 2015 - Present
Canard Capital Partners 2014 - 2015
BBVA Compass Investment Solutions 2011 - 2013
Transamerica 2008 - 2011
Van Kampen Investments 2005 - 2008
Federated Investors 2003 - 2005
AIM Investments 1995 - 2002
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Relationship Management, Key Account Management, Insurance, Asset Allocation, Series 6, Securities, Wealth Management, Series 65, Series 24, 401k, Investment Advisory, FINRA
Education
The University of Texas at Austin 2013 — 2014
Financial Planning Certificate Program
Texas A&M University 1989 — 1994
Bachelor of Science
Allen Weaver's Nationwide Financial Experience October 2013 - Present
Job Senior Technical Lead at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial October 2013 - Present
Nationwide Financial June 2011 - 2013
Outdoor Living by Mr. Mulch April 2002 - December 2009
Skills
Customer Service, Team Building, Microsoft Office, Microsoft Excel, Human Resources, Retail, Merchandising, Inventory Management, Customer Satisfaction, Leadership, Data Entry, Sales, Management, Budgets, Sales Management, Account Management, Microsoft Word, PowerPoint, Marketing, Selling, New Business Development, Process Improvement, Operations Management, Store Management
Education
The College of Wooster 1995 — 1999
Bachelor of Arts (BA)
Nationwide Financial October 2013 - Present
Nationwide Financial June 2011 - 2013
Outdoor Living by Mr. Mulch April 2002 - December 2009
Skills
Customer Service, Team Building, Microsoft Office, Microsoft Excel, Human Resources, Retail, Merchandising, Inventory Management, Customer Satisfaction, Leadership, Data Entry, Sales, Management, Budgets, Sales Management, Account Management, Microsoft Word, PowerPoint, Marketing, Selling, New Business Development, Process Improvement, Operations Management, Store Management
Education
The College of Wooster 1995 — 1999
Bachelor of Arts (BA)
Srinivas Reddy Arikatla's Nationwide Financial Experience February 2008 - August 2009
Job Sr Database Developer at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2013 - Present
T-Mobile November 2011 - May 2013
AT&T Mobility November 2009 - November 2011
Nationwide Financial February 2008 - August 2009
San Mateo County May 2007 - December 2007
Skills
Unix, Enterprise Architecture, Test Automation, Oracle RAC, Integration, SDLC, Perl, ETL, Databases, Oracle, Data Warehousing, Performance Tuning, Database Administration, Solaris, Shell Scripting, SQL, High Availability, Linux, Oracle Applications, SQL Tuning, AIX, Agile Methodologies, Weblogic, Requirements Analysis, Unix Shell Scripting, PL/SQL, Disaster Recovery, Servers, Data Migration, DB2, Database Design
Education
Texas A&M University-Commerce 2005 — 2007
Master of Science (M.S.), Computer Science
University of Madras 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science
Bank of America May 2013 - Present
T-Mobile November 2011 - May 2013
AT&T Mobility November 2009 - November 2011
Nationwide Financial February 2008 - August 2009
San Mateo County May 2007 - December 2007
Skills
Unix, Enterprise Architecture, Test Automation, Oracle RAC, Integration, SDLC, Perl, ETL, Databases, Oracle, Data Warehousing, Performance Tuning, Database Administration, Solaris, Shell Scripting, SQL, High Availability, Linux, Oracle Applications, SQL Tuning, AIX, Agile Methodologies, Weblogic, Requirements Analysis, Unix Shell Scripting, PL/SQL, Disaster Recovery, Servers, Data Migration, DB2, Database Design
Education
Texas A&M University-Commerce 2005 — 2007
Master of Science (M.S.), Computer Science
University of Madras 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science
Cindy Casebolt's Nationwide Financial Experience January 2006 - September 2007
Job PMO Leader, Sales & Marketing, Life and Customer Experience at Grange Insurance
Industry Financial Services
Experience
Grange Insurance June 2013 - Present
Grange Insurance April 2011 - June 2013
Nationwide Insurance September 2007 - March 2011
Nationwide Financial January 2006 - September 2007
Nationwide Financial August 2004 - December 2005
Nationwide Financial January 2000 - March 2003
Nationwide Financial March 1998 - December 1999
Nationwide Financial September 1997 - March 1998
Skills
Agile Project Management, Agile Methodologies, SDLC, Project Portfolio..., PMO, PMO set-up, PMO Services, PMO Development, PMO Design, Workforce Planning, PMP, Public Speaking, Portfolio Management, Project Management, Talent Management, Process Improvement, Program Management, CRM, Project Delivery, Vendor Management, Business Analysis, Enterprise Software, IT Strategy, Financial Services, Requirements Gathering, Business Intelligence, Change Management, Management, Enterprise Architecture, Business Requirements, Strategy, Visio, Leadership, Requirements Analysis, Data Warehousing, Resource Management, Business Process..., Information Technology
Education
The Ohio State University 1986 — 1990
BS, Business Administration, Marketing
Gahanna Lincoln High School
Gahanna Lincoln High School
Gahanna Lincoln High School
Grange Insurance June 2013 - Present
Grange Insurance April 2011 - June 2013
Nationwide Insurance September 2007 - March 2011
Nationwide Financial January 2006 - September 2007
Nationwide Financial August 2004 - December 2005
Nationwide Financial January 2000 - March 2003
Nationwide Financial March 1998 - December 1999
Nationwide Financial September 1997 - March 1998
Skills
Agile Project Management, Agile Methodologies, SDLC, Project Portfolio..., PMO, PMO set-up, PMO Services, PMO Development, PMO Design, Workforce Planning, PMP, Public Speaking, Portfolio Management, Project Management, Talent Management, Process Improvement, Program Management, CRM, Project Delivery, Vendor Management, Business Analysis, Enterprise Software, IT Strategy, Financial Services, Requirements Gathering, Business Intelligence, Change Management, Management, Enterprise Architecture, Business Requirements, Strategy, Visio, Leadership, Requirements Analysis, Data Warehousing, Resource Management, Business Process..., Information Technology
Education
The Ohio State University 1986 — 1990
BS, Business Administration, Marketing
Gahanna Lincoln High School
Gahanna Lincoln High School
Gahanna Lincoln High School
Robert Franklin's Nationwide Financial Experience 2004 - 2007
Job AVP, BrokerDealer Compliance/AML Officer at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services June 2015 - Present
NFP Advisor Services July 2012 - Present
Sanders Morris Harris 2010 - 2012
Moody National Companies 2009 - 2010
National Financial Partners 2007 - 2009
Nationwide Financial 2004 - 2007
Williams Financial Group 2002 - 2004
HD Vest Financial Services 1999 - 2002
Skills
Compliance, Financial Services, Series 7, Alternative Investments, Series 63, Financial Risk, Investments, Investment Advisory, Project Management, FINRA, Equities, Insurance, Mutual Funds, Asset Management, AML, Series 24, Internal Audit, Securities, Wealth Management, Due Diligence, Broker-Dealer, Risk Management, Series 65, Uniform Combined State..., Anti Money Laundering
Education
Texas Tech University 1993 — 1997
POLS
NFP Advisor Services June 2015 - Present
NFP Advisor Services July 2012 - Present
Sanders Morris Harris 2010 - 2012
Moody National Companies 2009 - 2010
National Financial Partners 2007 - 2009
Nationwide Financial 2004 - 2007
Williams Financial Group 2002 - 2004
HD Vest Financial Services 1999 - 2002
Skills
Compliance, Financial Services, Series 7, Alternative Investments, Series 63, Financial Risk, Investments, Investment Advisory, Project Management, FINRA, Equities, Insurance, Mutual Funds, Asset Management, AML, Series 24, Internal Audit, Securities, Wealth Management, Due Diligence, Broker-Dealer, Risk Management, Series 65, Uniform Combined State..., Anti Money Laundering
Education
Texas Tech University 1993 — 1997
POLS
Keith Wile, ChFC's Nationwide Financial Experience May 2008 - May 2012
Job Brokerage Principal with Seres 4,7,24,53 & 66 licenses
Industry Financial Services
Experience
JP Morgan Securities May 2012 - Present
Nationwide Financial May 2008 - May 2012
Nationwide Financial February 2006 - May 2008
BISYS / CITI September 2003 - December 2005
Skills
Mutual Funds, Securities, Financial Services, FINRA, Options, Trading, Training, Series 7, Investments, Series 63, Financial Planning, Retirement Planning, Retirement, Financial Analysis, Asset Management, Relationship Management, 401k, Series 24, Process Improvement, IRAs, Microsoft Office, Fixed Income, Asset Allocation, Equities, Portfolio Management, Derivatives, Alternative Investments, Wealth Management, Bonds, Investment Strategies, Financial Risk, Valuation, Financial Markets
Education
The Ohio State University 1997 — 2002
Bachelors, Mathematics
JP Morgan Securities May 2012 - Present
Nationwide Financial May 2008 - May 2012
Nationwide Financial February 2006 - May 2008
BISYS / CITI September 2003 - December 2005
Skills
Mutual Funds, Securities, Financial Services, FINRA, Options, Trading, Training, Series 7, Investments, Series 63, Financial Planning, Retirement Planning, Retirement, Financial Analysis, Asset Management, Relationship Management, 401k, Series 24, Process Improvement, IRAs, Microsoft Office, Fixed Income, Asset Allocation, Equities, Portfolio Management, Derivatives, Alternative Investments, Wealth Management, Bonds, Investment Strategies, Financial Risk, Valuation, Financial Markets
Education
The Ohio State University 1997 — 2002
Bachelors, Mathematics
Kris Lusky's Nationwide Financial Experience
Job Lead System Analyst at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial
Skills
Visio, Requirements Analysis, Requirements Gathering, SDLC, SQL, Business Analysis, Agile Methodologies, Systems Analysis
Education
The Ohio State University
BA
Nationwide Financial
Skills
Visio, Requirements Analysis, Requirements Gathering, SDLC, SQL, Business Analysis, Agile Methodologies, Systems Analysis
Education
The Ohio State University
BA
Darry Robison's Nationwide Financial Experience 2001 - Present
Job Director Business Consulting Leader at Nationwide Financial Services
Industry Financial Services
Experience
Nationwide Financial 2001 - Present
Nationwide Financial Services 2001 - 2009
Skills
Business Analysis, Project Management, Program Management, Strategic Planning, SDLC, Business Strategy, Management Consulting, Quality Assurance, Data Warehousing, Management, Analytics, Leadership, IT Strategy, Vendor Management, Business Intelligence
Education
The Ohio State University 1982 — 1988
MIS, Computer Science
Nationwide Financial 2001 - Present
Nationwide Financial Services 2001 - 2009
Skills
Business Analysis, Project Management, Program Management, Strategic Planning, SDLC, Business Strategy, Management Consulting, Quality Assurance, Data Warehousing, Management, Analytics, Leadership, IT Strategy, Vendor Management, Business Intelligence
Education
The Ohio State University 1982 — 1988
MIS, Computer Science
Brian Villec, CFP®'s Nationwide Financial Experience January 2001 - April 2003
Job Territory Sales Director at Nationwide Financial Network
Industry Financial Services
Experience
Nationwide Financial Network June 2004 - Present
Nationwide Securities Inc. April 2003 - June 2004
Nationwide Financial January 2001 - April 2003
OppenheimerFunds June 1999 - January 2001
OppenheimerFunds July 1997 - June 1999
Skills
Series 7, Budgets, Mutual Funds, Fixed Annuities, Series 63, Marketing, Life Insurance, Sales Operations, Retirement, Investments, Financial Services, Financial Planning, 401k, Series 24, Sales
Education
The American College 2012 — 2013
Master of Science (MS), Management
University of Delaware 2008 — 2009
Certificate in Financial Planning
University of Delaware 1989 — 1994
BA, International Relations
Nationwide Financial Network June 2004 - Present
Nationwide Securities Inc. April 2003 - June 2004
Nationwide Financial January 2001 - April 2003
OppenheimerFunds June 1999 - January 2001
OppenheimerFunds July 1997 - June 1999
Skills
Series 7, Budgets, Mutual Funds, Fixed Annuities, Series 63, Marketing, Life Insurance, Sales Operations, Retirement, Investments, Financial Services, Financial Planning, 401k, Series 24, Sales
Education
The American College 2012 — 2013
Master of Science (MS), Management
University of Delaware 2008 — 2009
Certificate in Financial Planning
University of Delaware 1989 — 1994
BA, International Relations
Joseph Scarpitti's Nationwide Financial Experience March 2005 - May 2009
Job Development Tester, Technical Writer, and Support Consultant at The Research Institute at Nationwide Children's Hospital
Industry Information Technology and Services
Experience
Nationwide Childrens Hospital December 2009 - Present
Nationwide Financial March 2005 - May 2009
Nationwide Financial March 1998 - January 2005
Nationwide Financial January 1996 - January 1998
Nationwide Financial January 1992 - January 1996
Nationwide Insurance January 1989 - January 1992
Skills
Leadership, Troubleshooting, Project Management, Customer Service, Technical Support, Development Testing, Analysis, Microsoft Visual Studio, Microsoft Office, SQL Server Management..., Lotus Notes, Windows Server, Visio, Software Documentation, Process Improvement, SharePoint, Management, Program Management, SQL, Requirements Analysis, SDLC, Databases, Testing, Web Applications, Integration
Education
The Ohio State University 1982 — 1988
Bachelor of Arts, Photography, 2 Years Engineering coursework
Nationwide Childrens Hospital December 2009 - Present
Nationwide Financial March 2005 - May 2009
Nationwide Financial March 1998 - January 2005
Nationwide Financial January 1996 - January 1998
Nationwide Financial January 1992 - January 1996
Nationwide Insurance January 1989 - January 1992
Skills
Leadership, Troubleshooting, Project Management, Customer Service, Technical Support, Development Testing, Analysis, Microsoft Visual Studio, Microsoft Office, SQL Server Management..., Lotus Notes, Windows Server, Visio, Software Documentation, Process Improvement, SharePoint, Management, Program Management, SQL, Requirements Analysis, SDLC, Databases, Testing, Web Applications, Integration
Education
The Ohio State University 1982 — 1988
Bachelor of Arts, Photography, 2 Years Engineering coursework
Brian Mackos's Nationwide Financial Experience January 2006 - January 2008
Job Retirement Plan Specialist at Nationwide Retirement Solutions
Industry Financial Services
Experience
Nationwide Retirement Solutions March 2011 - Present
Nationwide Retirement Solutions January 2008 - March 2011
Nationwide Financial January 2006 - January 2008
Nationwide Retirement Solutions May 2004 - January 2006
Skills
Mutual Funds, SDLC, Retirement Planning, Life Insurance, Training, Presentations, 457 Plans, 401k, Retirement Benefits, Qualified Retirement..., Estate Planning, Risk Management, Strategic Financial..., Financial Services, Fixed Annuities, Investments, Financial Advisory, Financial Planning
Education
The Ohio State University 1998 — 2004
Bachelor of Science (B.S.), Family Resource Management Studies, General
The American College 2008 — 2014
ChFC CLU, Retirement Planning and Life Underwriting, A
Nationwide Retirement Solutions March 2011 - Present
Nationwide Retirement Solutions January 2008 - March 2011
Nationwide Financial January 2006 - January 2008
Nationwide Retirement Solutions May 2004 - January 2006
Skills
Mutual Funds, SDLC, Retirement Planning, Life Insurance, Training, Presentations, 457 Plans, 401k, Retirement Benefits, Qualified Retirement..., Estate Planning, Risk Management, Strategic Financial..., Financial Services, Fixed Annuities, Investments, Financial Advisory, Financial Planning
Education
The Ohio State University 1998 — 2004
Bachelor of Science (B.S.), Family Resource Management Studies, General
The American College 2008 — 2014
ChFC CLU, Retirement Planning and Life Underwriting, A
Curtis Lichtensteiger ASA, MAAA, MSM's Nationwide Financial Experience October 2013 - Present
Job Financial Director Actuarial at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial October 2013 - Present
Nationwide Financial March 2013 - October 2013
Nationwide Insurance April 2007 - March 2013
IT Alternative LLC January 2009 - January 2012
Skills
Actuarial, Visual Basic, Database Design, SQL Server 2000-2008, SSIS, Business Intelligence, User Interface Design, VB.NET, Life Insurance, Actuarial Science, Microsoft SQL Server, General Insurance, Access
Education
The American College 2009 — 2011
Master of Science, Management
The Ohio State University 1997 — 2001
BS, Actuarial Science
Nationwide Financial October 2013 - Present
Nationwide Financial March 2013 - October 2013
Nationwide Insurance April 2007 - March 2013
IT Alternative LLC January 2009 - January 2012
Skills
Actuarial, Visual Basic, Database Design, SQL Server 2000-2008, SSIS, Business Intelligence, User Interface Design, VB.NET, Life Insurance, Actuarial Science, Microsoft SQL Server, General Insurance, Access
Education
The American College 2009 — 2011
Master of Science, Management
The Ohio State University 1997 — 2001
BS, Actuarial Science
David Feuer's Nationwide Financial Experience November 2009 - October 2011
Job Actuarial Associate at TIAACREF
Industry Insurance
Experience
TIAA-CREF October 2011 - Present
The Ohio State University January 2010 - October 2011
Nationwide Financial November 2009 - October 2011
Skills
Microsoft Word, Corporate Finance, Actuarial Science, Microsoft Office, Microsoft Excel, VBA, C++, Actuarial Modeling, Prophet, Business Analysis, Financial Reporting, Finance, Customer Service
Education
The Ohio State University 2010 — 2011
B.S., Actuarial Science
The Ohio State University 2004 — 2009
B.S., Economics
TIAA-CREF October 2011 - Present
The Ohio State University January 2010 - October 2011
Nationwide Financial November 2009 - October 2011
Skills
Microsoft Word, Corporate Finance, Actuarial Science, Microsoft Office, Microsoft Excel, VBA, C++, Actuarial Modeling, Prophet, Business Analysis, Financial Reporting, Finance, Customer Service
Education
The Ohio State University 2010 — 2011
B.S., Actuarial Science
The Ohio State University 2004 — 2009
B.S., Economics
Wesley Tamkin's Nationwide Financial Experience June 2012 - Present
Job Analyst, Internal Sales & Service at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2012 - Present
Nationwide Financial November 2010 - June 2012
Office of State Senator Grendell May 2009 - June 2010
Robert Half International 2010 - 2010
The Ohio State University June 2009 - September 2009
Ohio Senate March 2009 - May 2009
Ohio House of Representatives March 2008 - December 2008
Teleperformance June 2008 - September 2008
Pataskala Medical Center August 2007 - September 2007
Skills
Research, Customer Service, Insurance, Risk Management, Investments, Financial Planning, Annuities, Retirement Planning
Education
The American College 2012 — 2013
Chartered Financial Consultant, Financial Planning and Services
The Ohio State University 2008 — 2010
Bachelor of Arts Degree, Political Science & Economics
Nationwide Financial June 2012 - Present
Nationwide Financial November 2010 - June 2012
Office of State Senator Grendell May 2009 - June 2010
Robert Half International 2010 - 2010
The Ohio State University June 2009 - September 2009
Ohio Senate March 2009 - May 2009
Ohio House of Representatives March 2008 - December 2008
Teleperformance June 2008 - September 2008
Pataskala Medical Center August 2007 - September 2007
Skills
Research, Customer Service, Insurance, Risk Management, Investments, Financial Planning, Annuities, Retirement Planning
Education
The American College 2012 — 2013
Chartered Financial Consultant, Financial Planning and Services
The Ohio State University 2008 — 2010
Bachelor of Arts Degree, Political Science & Economics
Nadia Corona's Nationwide Financial Experience November 2013 - Present
Job Senior Marketing Analyst at Nationwide Financial
Industry Marketing and Advertising
Experience
Nationwide Financial November 2013 - Present
Nationwide Financial June 2012 - November 2013
Nationwide Financial September 2010 - June 2012
PromoWest Productions July 2009 - February 2010
The Ohio State University August 2004 - July 2008
Food Industries Center June 2007 - October 2007
Skills
Advertising, Marketing Strategy, CRM, Leadership, Strategic Planning, Budgets, Customer Service, Research, Sales, Program Management, Spanish, New Business Development, Finance, Customer Satisfaction, Interviews
Education
Fisher College of Business 2004 — 2008
B.S. B.A, Marketing/International Business
The Ohio State University
Bachelor's degree
Nationwide Financial November 2013 - Present
Nationwide Financial June 2012 - November 2013
Nationwide Financial September 2010 - June 2012
PromoWest Productions July 2009 - February 2010
The Ohio State University August 2004 - July 2008
Food Industries Center June 2007 - October 2007
Skills
Advertising, Marketing Strategy, CRM, Leadership, Strategic Planning, Budgets, Customer Service, Research, Sales, Program Management, Spanish, New Business Development, Finance, Customer Satisfaction, Interviews
Education
Fisher College of Business 2004 — 2008
B.S. B.A, Marketing/International Business
The Ohio State University
Bachelor's degree
Richard Brake, ChFC's Nationwide Financial Experience 2004 - Present
Job Financial Business Director at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2004 - Present
Skills
Financial Analysis, Insurance, Strategic Planning, Strategic Financial..., Process Improvement, Accounting, Financial Services, Underwriting, Mutual Funds, Budgets, Management, Investments, Risk Management, Finance, Financial Reporting, Mergers & Acquisitions, Business Analysis
Education
The Ohio State University
Nationwide Financial 2004 - Present
Skills
Financial Analysis, Insurance, Strategic Planning, Strategic Financial..., Process Improvement, Accounting, Financial Services, Underwriting, Mutual Funds, Budgets, Management, Investments, Risk Management, Finance, Financial Reporting, Mergers & Acquisitions, Business Analysis
Education
The Ohio State University
Nicholas LaRocca's Nationwide Financial Experience December 2010 - Present
Job
Industry Financial Services
Experience
Nationwide Financial December 2010 - Present
JPMorgan Chase October 2008 - December 2010
Countrywide Bank June 2006 - September 2008
Prudential Financial June 1988 - June 2006
Investment Alternatives 2006 - 2006
Education
The American College 1991 — 1994
CLU CHFC, Insurance and Investments
Nationwide Financial December 2010 - Present
JPMorgan Chase October 2008 - December 2010
Countrywide Bank June 2006 - September 2008
Prudential Financial June 1988 - June 2006
Investment Alternatives 2006 - 2006
Education
The American College 1991 — 1994
CLU CHFC, Insurance and Investments
Kathy Kuhns Tartler, MSFS, CLTC's Nationwide Financial Experience January 2013 - Present
Job Director BGA Sales at Nationwide
Industry Financial Services
Experience
Nationwide Financial January 2013 - Present
Nationwide Financial February 2005 - December 2012
Nationwide Financial May 2001 - February 2005
Education
The American College 2010 — 2012
Masters, Financial Services
The Ohio State University 1997 — 2001
Bachelors, Financial Management
Nationwide Financial January 2013 - Present
Nationwide Financial February 2005 - December 2012
Nationwide Financial May 2001 - February 2005
Education
The American College 2010 — 2012
Masters, Financial Services
The Ohio State University 1997 — 2001
Bachelors, Financial Management
Jeff Atwell's Nationwide Financial Experience January 2001 - February 2010
Job Chief Compliance Officer at Fiduciary Consulting Group, Inc.
Industry Financial Services
Experience
Fiduciary Consulting Group, Inc. January 2015 - Present
American National Bank March 2010 - December 2014
ANB Trust March 2010 - December 2014
Nationwide Financial January 2001 - February 2010
InWest Pension Solutions September 1983 - December 2000
Skills
401k, Retirement Planning, Investments, Portfolio Management, Life Insurance, Estate Planning, Insurance, Employee Benefits, Benefits Administration, Succession Planning, Mutual Funds, Retirement, Due Diligence, Series 6, Qualified Retirement..., Asset Allocation, Securities, Financial Advisory, Series 63, Fixed Annuities, Investment Advisory
Education
Texas Tech University
Fiduciary Consulting Group, Inc. January 2015 - Present
American National Bank March 2010 - December 2014
ANB Trust March 2010 - December 2014
Nationwide Financial January 2001 - February 2010
InWest Pension Solutions September 1983 - December 2000
Skills
401k, Retirement Planning, Investments, Portfolio Management, Life Insurance, Estate Planning, Insurance, Employee Benefits, Benefits Administration, Succession Planning, Mutual Funds, Retirement, Due Diligence, Series 6, Qualified Retirement..., Asset Allocation, Securities, Financial Advisory, Series 63, Fixed Annuities, Investment Advisory
Education
Texas Tech University
Cynthia Quinones's Nationwide Financial Experience 2006 - 2007
Job Communication Consultant for Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
PNC Investments March 2011 - January 2014
Wells Fargo Institutional Retirement & Trust October 2007 - February 2011
Nationwide Financial 2006 - 2007
Multi-Wall Packaging November 2005 - October 2006
Skills
Analysis, Marketing, Business Planning, Human Resources, Retirement, Retirement Planning, Asset Allocation, Customer Satisfaction, Investments, 401k, Customer Service, Pensions, Microsoft Word, Teamwork, Banking, Financial Services, Relationship Management
Education
Texas State Technical College 1994 — 1996
Associate, Applied Science; Health Information
Charles Schwab January 2014 - Present
PNC Investments March 2011 - January 2014
Wells Fargo Institutional Retirement & Trust October 2007 - February 2011
Nationwide Financial 2006 - 2007
Multi-Wall Packaging November 2005 - October 2006
Skills
Analysis, Marketing, Business Planning, Human Resources, Retirement, Retirement Planning, Asset Allocation, Customer Satisfaction, Investments, 401k, Customer Service, Pensions, Microsoft Word, Teamwork, Banking, Financial Services, Relationship Management
Education
Texas State Technical College 1994 — 1996
Associate, Applied Science; Health Information
COLLIN J TERRY's Nationwide Financial Experience June 2006 - April 2010
Job Financial Rep at Fidelity Investments
Industry
Experience
Fidelity Investments February 2011 - Present
Nationwide Financial June 2006 - April 2010
Education
The American College 2005 — 2006
Masters, Financial Services
Utah Valley University 2004 — 2006
BS, Psychology
Fidelity Investments February 2011 - Present
Nationwide Financial June 2006 - April 2010
Education
The American College 2005 — 2006
Masters, Financial Services
Utah Valley University 2004 — 2006
BS, Psychology
Robert Janeczko's Nationwide Financial Experience February 2015 - Present
Job Specialist Corporate Compliance at Nationwide Financial
Industry Health, Wellness and Fitness
Experience
Nationwide Financial February 2015 - Present
Violet City CrossFit July 2013 - Present
Innotrac March 2014 - February 2015
FedEx Office August 2011 - August 2013
FedEx Home Delivery July 2010 - July 2011
Skills
Coaching Staff, Inventory Management, Operations Management, Training, Team Leadership, Team Building, Management, Coaching, Internal Controls, Forecasting, Leadership, Process Improvement, Logistics, Customer Satisfaction, Cross-functional Team...
Education
The Ohio State University 2000 — 2003
Bachelor of Arts (B.A.), Psychology
Nationwide Financial February 2015 - Present
Violet City CrossFit July 2013 - Present
Innotrac March 2014 - February 2015
FedEx Office August 2011 - August 2013
FedEx Home Delivery July 2010 - July 2011
Skills
Coaching Staff, Inventory Management, Operations Management, Training, Team Leadership, Team Building, Management, Coaching, Internal Controls, Forecasting, Leadership, Process Improvement, Logistics, Customer Satisfaction, Cross-functional Team...
Education
The Ohio State University 2000 — 2003
Bachelor of Arts (B.A.), Psychology
Charlie Howland's Nationwide Financial Experience 1991 - 2006
Job Chief Executive Officer at Health Cost Advisors
Industry Hospital & Health Care
Experience
Health Cost Advisors January 2011 - Present
Nationwide Financial 1991 - 2006
Nationwide Insurance 1970 - 1991
Education
The Ohio State University 1970 — 1973
MBA, Insurance
The Ohio State University 1962 — 1966
BS, Management
Health Cost Advisors January 2011 - Present
Nationwide Financial 1991 - 2006
Nationwide Insurance 1970 - 1991
Education
The Ohio State University 1970 — 1973
MBA, Insurance
The Ohio State University 1962 — 1966
BS, Management
Hernan Gomez, LUTCF's Nationwide Financial Experience June 2007 - June 2008
Job Income Protection Insurance, Pension Distribution
Industry Financial Services
Experience
Independent Producer March 2013 - Present
MassMutual Financial Group June 2008 - March 2013
Nationwide Financial June 2007 - June 2008
Skills
Financial Services, Life Insurance, Health Insurance, Retirement Planning, Strategic Financial..., Retirement, Fixed Annuities, Mutual Funds, Customer Service, Series 63, Series 6, Indexed Annuities, Individual Pension Plans, Investment Strategies, Disability Insurance
Education
The American College 1993 — 1994
Life Underwriter Training Council Fellow, LUTCF
West Chester University of Pennsylvania 1979 — 1986
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities, Spanish Minor
Independent Producer March 2013 - Present
MassMutual Financial Group June 2008 - March 2013
Nationwide Financial June 2007 - June 2008
Skills
Financial Services, Life Insurance, Health Insurance, Retirement Planning, Strategic Financial..., Retirement, Fixed Annuities, Mutual Funds, Customer Service, Series 63, Series 6, Indexed Annuities, Individual Pension Plans, Investment Strategies, Disability Insurance
Education
The American College 1993 — 1994
Life Underwriter Training Council Fellow, LUTCF
West Chester University of Pennsylvania 1979 — 1986
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities, Spanish Minor
Steve Shvartsman's Nationwide Financial Experience November 2004 - November 2007
Job Senior Executive at First Funding Group, Inc.
Industry Financial Services
Experience
First Funding Group February 1997 - Present
Nationwide Financial November 2004 - November 2007
Keystone State Financial August 2000 - October 2004
Island Mortgage Network November 1997 - March 2000
Education
Northeast Highschool
Temple University - Fox School of Business and Management
BS, Finance
First Funding Group February 1997 - Present
Nationwide Financial November 2004 - November 2007
Keystone State Financial August 2000 - October 2004
Island Mortgage Network November 1997 - March 2000
Education
Northeast Highschool
Temple University - Fox School of Business and Management
BS, Finance
Angela Lester's Nationwide Financial Experience September 2012 - Present
Job Investment Management Group at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2012 - Present
SEI 2010 - September 2012
SEI 2008 - 2010
SEI 2006 - 2008
Skills
Mutual Funds, Investments, Investment Strategies, Fixed Income, Equities, Fiduciary Services, Investment Advisory..., Market Research, Retirement, Industry Research, Defined Contribution, Asset Allocation
Education
Temple University - Fox School of Business and Management 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
University of Hartford 2002 — 2003
Finance
Nationwide Financial September 2012 - Present
SEI 2010 - September 2012
SEI 2008 - 2010
SEI 2006 - 2008
Skills
Mutual Funds, Investments, Investment Strategies, Fixed Income, Equities, Fiduciary Services, Investment Advisory..., Market Research, Retirement, Industry Research, Defined Contribution, Asset Allocation
Education
Temple University - Fox School of Business and Management 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
University of Hartford 2002 — 2003
Finance
Douglas Dienst's Nationwide Financial Experience October 2012 - April 2013
Job Account Administrator Mid Atlantic Trust Company
Industry Financial Services
Experience
Mid Atlantic Capital Group, Inc. January 2015 - Present
SagePoint Financial October 2013 - October 2014
Nationwide Financial October 2012 - April 2013
Skills
Series 6, Retirement Planning, Retirement, Series 63, Mutual Funds, 401k, Fixed Annuities, Financial Services, IRAs, Insurance, Life Insurance, Investments, Wealth Management, Strategic Financial..., Customer Service, Series 7, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research
Education
The Ohio State University 2010 — 2012
Bachelor's degree, Personal finance, 3.3
Mid Atlantic Capital Group, Inc. January 2015 - Present
SagePoint Financial October 2013 - October 2014
Nationwide Financial October 2012 - April 2013
Skills
Series 6, Retirement Planning, Retirement, Series 63, Mutual Funds, 401k, Fixed Annuities, Financial Services, IRAs, Insurance, Life Insurance, Investments, Wealth Management, Strategic Financial..., Customer Service, Series 7, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research
Education
The Ohio State University 2010 — 2012
Bachelor's degree, Personal finance, 3.3
Pradeep Talanki's Nationwide Financial Experience January 2013 - February 2014
Job Technical Lead at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Nationwide Insurance February 2014 - November 2014
Nationwide Financial January 2013 - February 2014
Populus Group July 2008 - December 2012
TEKsystems March 2005 - June 2008
JPMorgan Chase November 2004 - February 2005
Texas A&M University-Commerce January 2003 - August 2004
Skills
Java Enterprise Edition, Agile Methodologies, Spring, Test Driven Development, Hibernate, Java, SQL, Web Applications, Struts, JSP, Tomcat, JUnit, XML, JavaScript, C++, Servlets, Design Patterns, Scrum, Ant, iBatis, Subversion, Eclipse, Software Development, JSON, Software Design, Sun Certified Java..., AJAX, jQuery, Maven, Hudson, TDD, Unit Testing, XSLT, Object Oriented Design, MVC, Core Java, Continuous Integration, Web ser
Education
Texas A&M University-Commerce 2002 — 2004
Master of Science (M.S.), Computer Science
Sir M.VIT, Bangalore 1997 — 2001
Bachelor of Science (B.S.), Computer Science
JPMorgan Chase & Co. November 2014 - Present
Nationwide Insurance February 2014 - November 2014
Nationwide Financial January 2013 - February 2014
Populus Group July 2008 - December 2012
TEKsystems March 2005 - June 2008
JPMorgan Chase November 2004 - February 2005
Texas A&M University-Commerce January 2003 - August 2004
Skills
Java Enterprise Edition, Agile Methodologies, Spring, Test Driven Development, Hibernate, Java, SQL, Web Applications, Struts, JSP, Tomcat, JUnit, XML, JavaScript, C++, Servlets, Design Patterns, Scrum, Ant, iBatis, Subversion, Eclipse, Software Development, JSON, Software Design, Sun Certified Java..., AJAX, jQuery, Maven, Hudson, TDD, Unit Testing, XSLT, Object Oriented Design, MVC, Core Java, Continuous Integration, Web ser
Education
Texas A&M University-Commerce 2002 — 2004
Master of Science (M.S.), Computer Science
Sir M.VIT, Bangalore 1997 — 2001
Bachelor of Science (B.S.), Computer Science