Nationwide Financial
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.
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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
Nationwide Financial August 2014 - Present
Nationwide Financial March 2014 - August 2014
Nationwide Financial August 2013 - March 2014
Nationwide Financial March 2012 - March 2013
Skills
Team Leadership, Organizational..., Retirement Planning, Hospitality Industry, Financial Analysis, Financial Services, Business Process..., Loans, 401k, Analysis, Process Improvement, Series 6, Economics, Fixed Annuities, Retirement, Investments, Sales
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts and Sciences, Economics
Nationwide Financial May 2015 - August 2015
Saint Street Swim September 2014 - April 2015
Kids R Kids November 2011 - January 2013
Ralph Lauren February 2011 - January 2012
Skills
Cold Calling, Customer Service, Teamwork, Microsoft Office, PowerPoint, Microsoft Word, Photoshop, Microsoft Excel, English, Spanish, Sales, Public Speaking
Education
University of Houston 2013 — 2015
Bachelor's Degree, Finance/Marketing
University of Houston 2013 — 2015
Nationwide Financial August 2015 - Present
Cooper's Hawk Winery and Restaurants August 2014 - July 2015
Nationwide Financial May 2014 - August 2014
Sunglass Hut June 2012 - July 2014
Nationwide Insurance May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Sales, Dependable Team Player, Pay Close Attention to..., Great Motivator, Team Leadership
Education
University of Central Florida 2012 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, 3.5
University of Central Florida 2011 — 2015
B.S.B.A, Marketing
JPMorgan Chase June 2013 - Present
Tableau Software November 2013 - Present
Westerville Parks Foundation December 2009 - August 2014
Westerville City Schools March 2012 - March 2014
JPMorgan Chase July 2011 - June 2013
JPMorgan Chase July 2010 - July 2011
JPMorgan Chase April 2007 - July 2010
Fiserv Health July 2004 - April 2007
Nationwide Financial May 2003 - July 2004
IAM Technology December 1997 - October 2002
Skills
Business Intelligence, Tableau, Business Objects, Cognos, Oracle, Microsoft SQL Server, DB2, Teradata, Community Service, Integration, Data Warehousing, Data Analysis, Enterprise Architecture, Databases, ETL, Requirements Analysis, Analytics
Education
University of Cincinnati 1983 — 1989
BS, Electrical Engineering
University of Findlay
Master of Business Administration (M.B.A.)
Nationwide Insurance December 2014 - Present
Nationwide Financial September 2011 - December 2014
Nationwide Insurance July 2010 - September 2011
Nationwide Insurance March 2004 - July 2010
Skills
Business Analysis, Commercial Insurance, General Insurance, Leadership, Liability, Process Improvement, Property, Requirements Analysis, Risk Management, SDLC, Underwriting
Education
University of Iowa 2001 — 2004
Master of Business Administration (MBA)
University of Iowa 1994 — 1998
Bachelor of Arts (B.A.), Mathematics
Nationwide Financial April 2015 - Present
5-hour ENERGY August 2013 - May 2014
FlashStarts, Inc. June 2013 - August 2013
The University of Akron Marketing Department May 2012 - May 2013
Skills
InDesign, Illustrator, Digital Illustration, Photoshop, Dreamweaver, WordPress, Marketing Strategy, Management, Social Media Marketing, Digital Photography, Digital Imaging, After Effects, Graphics, Layout, Graphic Design
Education
The University of Akron 2009 — 2013
Bachelor of Fine Arts (B.F.A.), Graphic Design
Jackson High School 2006 — 2009
Nationwide Financial March 2005 - Present
FTJ Fundchoice March 2004 - March 2005
The Wright Company April 2003 - March 2004
AIG November 1999 - June 2002
Pacific Life Insurance May 1994 - December 1999
Skills
Retirement Income..., Territory Analysis, Mutual Funds, Practice Management, Series 7, Series 65, Retirement, Variable Annuities, Series 63, Fixed Annuities, Financial Advisory, Portfolio Management, Financial Services, Sales Operations, Investments, Retirement Planning, 401k, Wealth Management, Asset Management, Asset Allocation
Education
University of California, Davis 1986 — 1991
BA, International Relations, World Trade
Westlake High School
zulily February 2015 - Present
CEIP Domingo Miras October 2014 - January 2015
Nationwide Financial August 2013 - July 2014
Aladdin's Eatery June 2013 - January 2014
Flyer Enterprises September 2009 - May 2013
RealSpace Interior Design October 2008 - November 2008
City of Dublin Volunteer Services September 2008 - October 2008
Skills
Spanish, Customer Service, Writing, English grammar, Creative Writing, Leadership, Social Media Marketing, Microsoft Office, Social Media, Research, Passion for Quality, Time Management, Editing, Photography, Marketing, Language Teaching, Copy Editing
Education
University of Dayton 2009 — 2013
Bachelor's degree, Spanish, English, Magna Cum Laude
University of Dayton 2009 — 2013
Bachelor of Arts (B.A.), English, Spanish
Nationwide Financial May 2015 - August 2015
BMC Software January 2015 - May 2015
Program for Excellence in Selling May 2014 - May 2015
State Farm Insurance/Jim Cochran Agency August 2011 - June 2014
Forever 21 October 2010 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Time Management
Education
University of Houston 2013 — 2016
Bachelor of Business Administration (BBA), Marketing
John Hancock Financial Services February 2015 - Present
Ash Brokerage Corporation January 2011 - January 2015
BBVA Compass Investment Solutions March 2009 - January 2011
Nationwide Financial October 2007 - March 2009
AIG December 2004 - October 2007
Jackson National Life November 2001 - December 2004
Charles Schwab & Co., Inc January 2001 - November 2001
Rotational Development Program June 2000 - December 2000
Charles Schwab October 1999 - June 2000
Charles Schwab April 1998 - October 1999
Skills
Mutual Funds, Insurance, Wealth Management, Series 7, Series 63, Retirement Planning, Retirement, Investments, Underwriting, Long-term Care, Fixed Annuities, Term Life Insurance, Whole Life, Series 24, Securities, Variable Annuities, Alternative Investments, Life Insurance, Annuities, Estate Planning, Wholesaling, Long Term Care, Wealth Transfer, Annuity, New Business Development, Disability Insurance, Financial Reporting, Public Speaking, Sales Presentations, Territory Account..., Building Relationships, Financial Advisory, Series 6, Financial Services, Financial Planners, Employee Benefits, Long Term Care Insurance, Wealth, Wholesale, Financial Planning
Education
University of California, Santa Barbara
BA Cultural, Anthropology
University of Colorado Denver
Master of Business Administration (MBA), Finance and Financial Management Services
University of Pennsylvania - The Wharton School
Aresty Institute of Executive Education, IMCA Certified Investment Management Analyst Program
ERISA Fiduciary Advisors, Inc. May 2009 - Present
House of Hope June 2009 - August 2011
White Horse Advisors, LLC February 2007 - May 2008
RSM McGladrey July 2004 - November 2006
Nationwide Financial 2002 - 2004
Pan-American Life Insurance Company 2001 - 2003
401k Exchange 2000 - 2001
Principal Financial Group 1989 - 1999
Skills
Investment Advisory, Fiduciary Liability, Retirement Solutions, Retirement Plans, 401k, Deferred Compensation, 403b, 457 Plans, Profit Sharing, Defined Benefit, Investments, Retirement, ERISA, Retirement Planning, Financial Advisory, Financial Services, Investment Management, Retirement Plan..., Qualified Retirement..., Insurance, Employee Benefits, Management, Training, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., Pensions, Asset Allocation, Financial Planning, Series 63, Series 7
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
BSBA, Marketing & Risk Management
Martin County High School 1978 — 1981
1981
Liberty Mutual August 2007 - Present
PNC Investments September 2004 - August 2007
Nationwide Financial September 2001 - September 2004
Citicorp Investment Services August 1997 - September 2001
Skills
Annuities, Series 7, Series 63, Financial Advisory, Annuity, Retirement Planning, Investment Products, Retirement, Insurance, Mutual Funds, IRA's, Wealth Transfer, Cross Selling, Wealth Management, Fixed Annuities, IRAs, Life Insurance, Wealth, Finance, Whole Life, Investments, Variable Annuities, Securities, Term Life Insurance, Series 6, 401k, Asset Allocation
Education
University at Albany, SUNY 1991 — 1995
BA, English
Stuyvesant High School 1988 — 1991
Nationwide Financial November 2002 - Present
Nationwide Financial July 2001 - November 2002
Nationwide Financial February 1999 - June 2001
Skills
Series 6, Series 65, AIF, PRP, Ohio State insurance..., Defined Benefit, Defined Contribution, Financial Services, 401k, Retirement, Mutual Funds, Retirement Plan..., Qualified Retirement..., Life, Pensions, Licensed Life, Retirement Planning, Investments, Life Insurance
Education
University of Kentucky 1993 — 1997
Bachelor of Science (BS), Psychology
University of Kentucky 1993 — 1997
Bachelor of Science (BS), Psychology
University of Kentucky 1993 — 1997
Bachelor of Science (BS), Psychology
University of Kentucky 1993 — 1997
Bachelor of Science (BS), Psychology
Nationwide Financial August 2005 - Present
Cendant May 1998 - January 2004
Skills
Integration, Management, IT Management, Software Development, Enterprise Architecture, Leadership, SDLC, IT Strategy
Education
U.S. Air Force Institute of Technology 1983 — 1984
M.S., Computer Science
University of Northern Colorado 1979 — 1983
B.A., Mathematics
Nationwide Financial June 2015 - Present
Nationwide Financial December 2012 - June 2015
Nationwide Financial July 2011 - December 2012
PNC Investments July 2008 - July 2011
Northwestern Mutual May 2006 - July 2008
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Financial Advisory, Insurance, Annuity Sales, Investments, Sales, Strategic Financial..., Sales Management, Life Insurance, Series 6, Series 63, Variable Annuities
Education
University of Dayton 2006 — 2007
Master of Business Administration (MBA), Business Management
University of Dayton 2002 — 2006
Bachelor of Science (BS), Leadership
Nationwide Financial July 2010 - Present
Nationwide Financial Network September 2008 - September 2010
Ashland University January 2008 - April 2010
JPMorgan Chase August 2005 - September 2008
Franklin University June 2006 - March 2008
JPMorgan Chase September 2000 - September 2003
Skills
Leadership, Investments, Strategic Financial..., Mutual Funds, Analysis, Series 6, Retirement, Series 7, Banking, Management, Risk Management, Training, Financial Planning, Finance, Portfolio Management, Financial Services, Insurance
Education
The University of Findlay 1993 — 1996
Nationwide Financial January 2014 - December 2014
Walden Country Club August 2013 - December 2013
Kyle DeAnna June 2013 - September 2013
RT Lighting Solutions June 2012 - September 2012
Hark + Hark 2012 - 2012
Nestle Professional June 2011 - September 2011
CVS Pharmacy June 2007 - September 2009
Skills
Industrial Design, Technical Writing, Creative Writing, Drawing, Graphic Design, Adobe Creative Suite, Advertising, Marketing, New Business Development, Product Development, Project Management, Sales Management
Education
University of Cincinnati 2009 — 2013
University of Cincinnati 2009 — 2013
Bachelor of Arts, English
MassMutual Financial Group March 2014 - Present
Nationwide Financial March 2013 - March 2014
Lincoln Investment Planning Co November 2010 - December 2012
ADP April 2007 - April 2010
T. Rowe Price May 2005 - April 2007
Skills
401k, Retirement, Series 7, Mutual Funds, Retirement Planning, Investments, Employee Benefits, IRAs, Pensions, Portfolio Management, Insurance
Education
University of Maryland 2002 — 2004
Master's Degree, Secondary Education and Teaching
University of California, Santa Barbara
Bachelor's degree, Political Science and Government
Creative Financial Group, an office of MetLife June 2013 - Present
Creative Financial Group/H. Beck, Inc. April 2010 - June 2013
Guardian Life Insurance November 2008 - December 2009
Nationwide Financial-1717 Capital Management May 2006 - November 2008
Nationwide Financial March 2005 - May 2006
Heather Financial November 1982 - March 2005
Skills
Compliance, Financial Services, Regulatory Requirements, Securities Regulation, Regulatory Compliance
Education
University of Delaware 1976 — 1979
Business Administraton
Brandywine High School 1973 — 1976
Diploma, Honors College Prep
Nationwide Financial November 2011 - Present
University of Dayton January 2010 - May 2011
University of Dayton January 2009 - May 2011
DAP January 2009 - April 2009
University of Dayton October 2006 - April 2007
Skills
Matlab, AutoCAD, Microsoft Office, Chemical Engineering, Photoshop, Chemistry, Bioengineering, Data Analysis, Customer Service, PowerPoint, Laboratory, Microsoft Excel
Education
University of Dayton 2006 — 2011
BCE, Chemical Engineering, Bioengineering Minor
Nationwide Financial October 2005 - Present
Inside Publications 2007 - 2013
E*TRADE Financial Corporation 1999 - 2005
Skills
Certified Financial..., Writing, Voice Acting, Acting, Improvisational Comedy, Jazz, Cultural Criticism, Retirement, Storytelling, Media Relations, Public Speaking, News Writing, Management, Marketing, Program Management, Journalism, Copywriting, Series 63
Education
UC Berkeley 1994 — 1998
BA, History
Griffin Capital Securities March 2014 - Present
Nationwide Financial October 2012 - March 2014
Lincoln Financial Distributors November 2010 - December 2011
SunAmerica December 2006 - November 2010
Skills
Sales Operations, Series 6, Mutual Funds, Variable Annuities, Fixed Annuities, Series 63, Series 7, Sales, Retirement Planning, Retirement, Series 65, 401k, Asset Allocation
Education
University of California, San Diego
Bachelor of Science (B.S.), Business/Managerial Economics
Nationwide Insurance January 2015 - Present
Nationwide Financial November 2012 - January 2015
Nationwide Insurance June 2008 - November 2012
KeyBank August 2007 - June 2008
KeyBank November 2001 - August 2007
KeyBank February 2001 - November 2001
KeyBank September 1998 - February 2001
FirstMerit Bank May 1997 - September 1998
Skills
Database Marketing, Segmentation, Marketing Strategy, Direct Mail, Direct Marketing, Lead Generation, Marketing Management, Interactive Marketing, Customer Experience, Strategy, Online Marketing, Marketing, Product Management, B2B, Leadership, Management, Program Management
Education
The University of Akron 1995 — 1997
MPA, Public Administration
University of Mount Union 1991 — 1995
B.A., Communications
Nationwide Insurance July 2014 - Present
Nationwide Financial February 2011 - July 2014
Skills
InDesign, Photoshop, Creative Writing
Education
University of Cincinnati 2004 — 2008
BA, Communication
SunAmerica Financial Group June 2008 - Present
Nationwide Financial March 2005 - June 2008
OppenheimerFunds 1996 - 1999
Education
University of Denver 1988 — 1992
BA-Marketing, Business
Nationwide Financial March 2015 - Present
nChannel Incorporated June 2013 - March 2015
Cognizant Technology Solutions February 2011 - May 2013
Nationwide Insurance July 2000 - March 2011
Specilaized Software International, Worcester, MA November 1997 - July 2000
Silverline Industries, Piscataway, NJ May 1997 - November 1997
IMR - Information Management Resources June 1996 - April 1997
ER & DC, Trivandrum February 1995 - February 1996
Capsoft India Pvt Ltd May 1994 - February 1995
Skills
SDLC, IT Strategy, Program Management, Requirements Analysis, Requirements Gathering, PMP, Business Analysis, Vendor Management, Enterprise Architecture, Software Project..., Project Management, Project Portfolio..., Solution Architecture, Resource Management, PMO
Education
University of Calicut
BHIL Distributors January 2009 - Present
Nationwide Financial September 1985 - January 2008
Education
University of Iowa 1961 — 1965
BBA, Economics
Sioux City Central High School 1958 — 1961
HS
BlueChoice Health Plan of SC June 2012 - Present
Nationwide Financial April 2009 - June 2012
MetLife May 2006 - March 2009
Skills
Sales, Marketing, Social Media Marketing, Small Business, Disability Insurance, Life Insurance, Public Speaking, Fixed Annuities, Budgets, Team Building, Insurance, Leadership, Strategic Planning, Customer Acquisition, Long-term Care, Account Management, Customer Service, Entrepreneurship, Event Planning, Term Life Insurance, Public Relations, Investments, Email Marketing, Marketing Strategy, Retirement, Retirement Planning, New Business Development, Series 6, Employee Benefits, Social Networking, Estate Planning, 401k, Long Term Care Insurance
Education
The University of Georgia 1978 — 1981
BA Journalism and Mass Communications, Public Relations
Washington Avenue Christian
Allstate Benefits March 2012 - January 2014
Allstate Insurance Company May 2011 - March 2012
U.S. Wealth Management December 2009 - May 2011
TD Bank January 2008 - July 2009
Nationwide Financial 1998 - 2005
Aetna Life Insurance and Annuity Company 1996 - 1998
CIGNA Individual Financial Services 1986 - 1987
Education
United States Military Academy at West Point 1968 — 1972
B.S., Engineering
Miramonte High School 1965 — 1968
Training Emporium June 2008 - Present
Farmers Insurance October 2010 - February 2012
Nationwide Financial January 2005 - August 2007
Waddell & Reed May 1995 - May 2004
Waddell & Reed Financial Services January 1994 - May 1995
Waddell & Reed Financial Services January 1984 - January 1994
Waddell & Reed Financial Services June 1983 - January 1984
Waddell & Reed Financial Services June 1982 - June 1983
Skills
Public Speaking, PowerPoint, Coaching, Leadership Development, Strategic Planning, Training & Development, Computer Skills, Direct Sales, Inside Sales, CRM, Sales, Training
Education
University of Northern Colorado 1975 — 1978
Masters, Education, 4.0
University of Colorado Boulder 1971 — 1975
Bachelors, Education
Allstate July 2013 - March 2015
Nationwide Financial August 2006 - December 2010
UCONN AFROTC January 1984 - December 1987
Skills
Fixed Annuities, Life Insurance, 401k, Insurance, Disability Insurance, Investments, Strategic Planning, Customer Service, Marketing, Property & Casualty..., Microsoft Excel, Leadership, Commercial Insurance, Sales, Microsoft Office, Public Speaking, Microsoft Word, Management, General Insurance, Team Building, Series 6, Sales Management, Account Management, Retirement Planning, Mutual Funds, Variable Annuities, Permanent Life Insurance
Education
University of Connecticut 1983 — 1988
B.A., Communication Sciences
Penn Mutual September 2013 - Present
Nationwide Financial February 2011 - August 2013
Nationwide Financial 2006 - 2011
Nationwide Financial 2004 - 2006
Nationwide Financial 2003 - 2004
Nationwide Financial 2001 - 2003
University of Florida 1998 - 2001
University of the West Indies 1996 - 1998
Skills
Actuarial, Insurance, Actuarial Science, FSA, Actuaries, Life Insurance, VBA, Term Life Insurance, Pricing, Valuation, Whole Life, Financial Analysis, Universal Life, Analysis, Economic Capital, Financial Services, Strategic Financial..., Quantitative Finance, Retirement Planning
Education
University of Florida 1998 — 2001
MSc, Mathematics
University of the West Indies 1992 — 1998
MPhil & BSc, Mathematics
Thompson Hine LLP January 2015 - Present
Thompson Hine LLP September 2014 - Present
Findley Davies, Inc. March 2014 - September 2014
Thompson Hine LLP January 2011 - March 2014
Nationwide Financial April 2010 - January 2011
Skills
ERISA, Employee Benefits, Mergers, Pensions, Executive Pay, Legal Issues
Education
The Ohio State University Moritz College of Law 1995 — 1998
JD, Law
Muskingum College 1991 — 1995
Bachelor of Arts (BA), Mathematics and Political Science
Cambridge High School 1986 — 1990
Nationwide Insurance 2013 - Present
Nationwide Insurance July 1999 - Present
Nationwide Insurance October 2009 - December 2010
Nationwide Insurance July 1999 - October 2009
Nationwide Financial June 1999 - July 2009
Nationwide Financial Services 1999 - July 2009
Nationwide Financial (NF) 1999 - July 2009
Battelle 1997 - 1999
USAF June 1989 - December 1998
659th, Reconnaissance SPO 1996 - 1998
Skills
Resource Management, Program Management, Process Improvement, Strategic Leadership, Vendor Management, Application Development, IT Management, Change Leadership, Change Management, Team Leadership, Agile, IT Strategy, Problem Solving, Portfolio Management, Financial Management, Agile Methodologies, SDLC, Management, IT Service Management, Analysis, Testing, Software Development, Business Process..., Requirements Analysis, Management Consulting, Managerial Finance, Business Analysis, PMP, Enterprise Software, Enterprise Architecture, Business Intelligence, PMO, Business Process, Software Project..., Agile Project Management, Integration, Requirements Gathering, Data Warehousing, ITIL, Visio, SOA, Disaster Recovery, SharePoint, Governance, Project Delivery, Systems Analysis
Education
United States Air Force Academy 1985 — 1989
BS, Engineering Science, Aeronautical Engineering
Lebanon Union High School 1981 — 1985
Cadre Computer Resources Co. August 2009 - Present
Omnicare October 2008 - May 2009
Hamilton County Public Health June 2008 - August 2008
Nationwide Financial June 2007 - September 2007
Skills
Customer Service, Health Education, Financial Services, Sales Process, Account Management, Salesforce.com, Insurance, Program Management, HIPAA, Security, SaaS, Direct Sales, Solution Selling, Cloud Computing, Channel Partners, Disaster Recovery, Professional Services, Data Center, Enterprise Software, Managed Services, Sales Operations, Networking, Virtualization, Network Security, Storage, Vendor Management, Wireless, Selling, Cisco Technologies, VoIP, Pre-sales, Servers, VMware, Unified Communications, Telecommunications, Information Security
Education
University of Cincinnati 2005 — 2008
Bachelor of Science in Education, Health Promotion and Education (Emphasis in Community Health)
Nationwide Financial June 2015 - Present
Nationwide Financial February 2014 - May 2015
North Olmsted Recreation Center May 2012 - January 2014
Skills
Athletic Facilities..., Sports Coaching, Site Supervisor, Facilities Management, Facilities Operations, Facilities Maintenance, Recreation, Events Coordination, Event Planning, Youth Sports, Customer Service, Social Networking, Sports Management
Education
The University of Akron 2008 — 2013
Bachelor of Education (BEd), Sports Studies
Nationwide Insurance October 2012 - Present
Nationwide Financial April 2012 - September 2012
Randstad September 2011 - April 2012
Lexington Shoe and Handbag Outlet September 2010 - June 2011
Rafferty's Inc. May 2010 - August 2010
Skills
Adaptable to Changes, Creative, Easy to Talk to, Enjoy Working with..., Face-to-face..., Highly Dedicated, Interpersonal..., Microsoft Excel, Microsoft Word, Organized Multi-tasker, Phone Skills, Positive Energy, PowerPoint, Prompt, Public Speaking, Retail Displays, Social Media, Social Networking, Team Building, Writing
Education
University of Kentucky 2007 — 2011
Bachelor of Arts (B.A.), Communication, General
Nationwide Financial January 2005 - Present
Genworth Financial December 2003 - January 2005
Skills
Wholesaling Annuities..., Series 6, Variable Annuities, Series 63, Series 65, IRAs, FINRA, Asset Allocation, Financial Advisory, Wealth Management, Life & Health Insurance..., Insurance
Education
Ohio Wesleyan University 1995 — 1999
Bachelor of Arts (B.A.), European History, Honors
University of Aberdeen 1997 — 1997
Nationwide Financial December 2012 - Present
Nationwide Insurance November 2009 - December 2012
Nationwide Insurance September 2001 - November 2009
Nationwide Financial July 2000 - September 2001
Northwestern Mutual May 1996 - July 2000
Skills
Insurance, Life Insurance, Mutual Funds, Financial Services, Retirement Planning, Retirement, Investments, Estate Planning, Fixed Annuities, Strategic Financial..., Employee Benefits, Series 7, Series 63, Series 24, Disability Insurance, Health Insurance, Training, Variable Annuities, Uniform Combined State..., Leadership, Long-term Care, Underwriting, Wealth Management, Financial Planning, 401k, Series 66, Variable, Life & Health Licenses, Financial Advisory, Asset Management, Portfolio Management, Asset Allocation, Investment Strategies, Public Speaking, Recruiting, Alternative Investments, Securities, Equities, Fixed Income, Financial Markets
Education
University of Detroit Mercy School of Law 1998 — 2003
JD, Law
University of Michigan 1991 — 1995
BA, Economics
Nationwide Financial February 2001 - Present
Nationwide Financial February 2001 - Present
Prudential Financial April 1996 - September 2000
Skills
Retirement Planning, Annuities, Mutual Funds, Retirement, Series 63, Insurance, Asset Allocation, 401k, IRA's, FINRA Series 6, Retirement Income..., Pensions, Series 66, Series 6, 457 Plans, FINRA
Education
University of California, Irvine 2002 — 2004
Personal Financial Planning
Marymount
The Scotts Miracle-Gro Company March 2011 - Present
LBGI, LLC January 2000 - Present
JPMorgan Chase May 2013 - November 2014
Honda of America Mfg., Inc. July 2012 - February 2013
Nationwide Financial April 2011 - June 2012
JP Morgan Chase 1978 - August 2010
Skills
Program Management, Customer Service, Negotiation, Planning, IT Management, Customer Relations, Sales Management, Business Relationship..., Enterprise Risk..., Payment Solutions, Treasury Management, Treasury Services, Project Delivery, Data Center, Real Estate, Real Estate Development, Renovation, Restructuring, Project Planning, Payments, Change Management, Risk Management, ITIL, Management, Project Management, IT Operations, Strategy, Process Improvement, PMP, PMO, Leadership, Project Portfolio..., Business Process..., Vendor Management, IT Strategy, SDLC, Business Analysis, Credit Cards, Merchant Services, Merchant Acquiring, Disaster Recovery, Visio, Business Intelligence, Information Technology, Integration, Governance, Banking, Outsourcing, Enterprise Software, Financial Services
Education
University of Dayton
BS, Accounting & Business Management, cum laude, 3.52 GPA
Nationwide Financial June 2014 - Present
Houston Community College July 2013 - January 2014
Houston Community College December 2012 - June 2013
Audubon Engineering May 2012 - August 2012
Skills
Social Media, Press Releases, Editing, Social Media Marketing, Program Management, Email Marketing, Facebook, Public Relations, Sales, Salesforce.com, Video, Social Networking, Recruiting, Publicity, Public Speaking, Newsletters, Marketing, Leadership, Event Planning
Education
University of Houston 2010 — 2014
Bachelor of Arts (B.A.), Major in public relations and minor sales, Cumulative GPA: 3.501
University of Houston
Nationwide Financial December 2014 - Present
Allied Insurance (Nationwide Insurance) March 2014 - December 2014
Nationwide Financial November 2011 - March 2014
Nationwide Insurance August 2010 - October 2011
Nationwide Insurance January 2009 - August 2010
Naitionwide Insurance August 2005 - January 2009
Skills
Insurance, Liability, Commercial Lines, Umbrella Insurance, Casualty, Bilingual-Spanish, Property & Casualty..., General Insurance, Underwriting, Commercial Insurance, Legal Liability, Inland Marine, Homeowners, Web Services, Series 6, Series 26
Education
Webster University 2006 — 2008
MA, Management and Leadership
University of Florida 2000 — 2004
B.S., Psychology
University of Florida 2000 — 2004
B.A., Spanish Literature
PNC Wealth Management April 2014 - Present
Nationwide Financial September 2012 - Present
Transamerica July 2013 - January 2014
Liberty Tax Service January 2012 - May 2012
Pennco Tech July 2010 - December 2011
Wilmington Trust April 1994 - June 2010
Skills
CFA, CFP, Series 63, Series 6, Tax Preparation, Investments, Certified Financial..., Chartered Financial..., Asset Allocation, Investment Strategies, Alternative Investments, Wealth Management, Insurance, Mutual Funds, Tax Returns, Investment Advisory, Estate Planning, Income Tax
Education
University of Delaware 1978 — 1983
BS, Finance
Mattress Firm August 2015 - Present
University of Houston Department of Campus Recreation and Wellness Center September 2014 - Present
Mattress Firm May 2015 - August 2015
Nationwide Financial May 2014 - August 2014
University of Houston Student Program Board December 2013 - May 2014
Target Mobile January 2013 - June 2013
Kumon of Steeplechase and Kumon of Fairfield August 2009 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Research, Teamwork, Social Media, Social Networking, Event Planning, Marketing, Leadership, Team Leadership, Time Management, Management, Recruiting, Sales, CRM
Education
University of Houston 2011 — 2016
Bachelor of Business Administration (BBA), Marketing, Double Minor in Sales and Management Information Systems
Nationwide Financial June 2014 - Present
Bank of America Professional Teller April 2009 - June 2014
University of Houston August 2013 - May 2014
Skills
Microsoft Office, Salesforce.com, Merlin, Customer Service, Customer Satisfaction, Customer Retention, Long-term Customer..., Customer Experience..., Marketing Communications, Team Leadership
Education
University of Houston 2011 — 2014
Bachelor of Business Administration (BBA), Marketing and Sales, Senior
Protective Life September 2015 - Present
Protective Life March 2014 - Present
MetLife October 2011 - March 2014
Nationwide Financial October 2008 - October 2009
Nationwide Financial May 2004 - October 2008
Nationwide Financial February 1999 - May 2004
Nationwide Financial January 1998 - January 1999
Nationwide Financial January 1994 - January 1998
Skills
401k, Retirement, Fixed Annuities, Mutual Funds, Life Insurance, Retirement Planning, Strategic Leadership, Pensions, Variable Annuities, 403 b, 457 Plans, Team Building, Leadership Development, Relationship Management, Leadership, Financial Services, Employee Benefits, Insurance
Education
University of Dayton 1981 — 1985
Bachelor's of Science
Nationwide Financial June 2015 — Present
Cognizant Technology Solutions July 2011 — June 2014
PayPal December 2011 — November 2012
Skills
Angular, Java/J2EE, Spring, javaScript, AWS
Education
University of Cincinnati College of Business 2014 — 2015
Master's Degree, Information Systems, GPA 3.89/4.0
Vellore Institute of Technology 2007 — 2011
B.Tech, Computer Science, GPA 8.39/10
Symantec April 2015 - Present
Symantec September 2012 - March 2015
Mercy Health Services July 2004 - September 2012
Mercy Health Services August 2004 - September 2007
Ociter Enterprise July 2003 - August 2004
Nationwide Financial July 2002 - July 2003
Ociter Enterprises 2002 - 2003
Provident Mutual Insurance Company July 1999 - July 2002
St. Paul Companies (USF&G) 1996 - 1999
USF&G Insurance 1995 - 1999
Skills
DLP, Security, Symantec Antivirus, Cloud Computing, Systems Management, SharePoint, ITIL, Virtualization, Integration, VMware, Microsoft SQL Server, IT Strategy, Troubleshooting, Disaster Recovery, Visio, Business Analysis, System Administration, Active Directory, Process Improvement, Software Documentation, System Deployment, Management, Healthcare Information..., Project Management, Data Center, Program Management, Windows Server, Windows, Software Development, Networking, IT Management, SaaS, Vendor Management, IT Service Management, Servers, DNS, Enterprise Architecture, Storage Area Networks, Group Policy, Technical Support, Hardware
Education
Towson University 1992 — 1995
BS, History
Nationwide Financial October 2011 - Present
Transamerica 2006 - 2011
Allstate Financial Services, LLC 2003 - 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Iowa 1990 — 1994
Bachelor’s Degree, Double Majors - English and Communications
Nationwide Financial August 2013 - Present
Nationwide Financial February 2006 - August 2013
Nationwide Financial February 2004 - February 2006
Nationwide Financial October 2000 - February 2004
The Midland Life Insurance Company August 1997 - September 2000
Software Architects June 1994 - June 1997
The Kobacker Company April 1993 - April 1994
Skills
SDLC, Management, Leadership, Information Technology, Project Management, Insurance, Change Management, PMO, E-commerce, Software Development, Process Improvement, Business Analysis, IT Strategy, IT Management, Project Portfolio..., Vendor Management, PMP, Requirements Analysis, Business Process..., Visio, Financial Services, Requirements Gathering, Business Intelligence, Enterprise Architecture, Business Process, Resource Management, Agile Project Management, Software Project..., Integration, Program Management, Business Requirements, Risk Management, Project Delivery, Software Documentation, Data Warehousing
Education
Devry University 1992 — 1994
Bachelor of Science, Computer Information Systems, Business Managment
The University of Akron 1985 — 1988
Computer Science, Accounting
DCMA January 2014 - Present
ClearSaleing, an eBay Inc. Company February 2013 - August 2013
Abbott November 2011 - January 2013
The Coffing Corporation November 2008 - November 2011
BMW Financial Services July 2008 - November 2008
Nationwide Financial September 2007 - April 2008
Cardinal Health November 2006 - July 2007
Ross Products August 2005 - November 2006
Nationwide Insurance August 2004 - August 2005
Peerless Technologies July 2003 - August 2004
Skills
Teradata, Erwin, Data Integration, Oracle, PL/SQL, Business Objects, SQL, DB2, Microsoft SQL Server, Visio, Unix Shell Scripting, Toad, Data Warehousing, Informatica, SDLC, Business Intelligence, Databases, XML, Visual Basic, Solaris, ETL, SSRS, Netezza, SSIS, T-SQL, Data Modeling, Analysis Services, Unix
Education
University of Dayton 1993 — 1997
BS
Nationwide Financial May 2015 - Present
Self Employed May 2000 - Present
Abbott Nutrition July 2014 - Present
Stanley Steemer February 2015 - May 2015
Grange Insurance October 2000 - February 2015
Burgess & Niple June 2001 - September 2001
Hasbro June 1999 - August 1999
Skills
Brochures, Logo Design, InDesign, Layout, Graphic Design, Illustration, Illustrator, Corporate Branding, Advertising, Photoshop, Flash, Social Media, Social Media Marketing, Photography, Adobe Acrobat, Creative Direction, Corporate Identity, Adobe Creative Suite, Branding & Identity, Collateral, Posters, Graphics, Mac, Marketing, Brand Development, Dreamweaver, Web Design, Business Cards, Newsletters, Adobe Edge
Education
University of Dayton 1996 — 2000
BFA, Visual Communication Design
Nationwide Financial November 2013 - Present
Peace Corps 2010 - 2012
Skills
Financial Analysis, International Relations, Youth Development, Community Outreach, Educational Leadership, Macedonian Language
Education
University of California, Santa Cruz 2006 — 2010
Bachelor of Arts (B.A.), European History
LiquidFrameworks January 2013 - Present
University of Houston August 2012 - December 2012
University of Houston August 2011 - December 2012
Nationwide Financial May 2012 - August 2012
ADP March 2012 - May 2012
La Mode Lingerie September 2007 - September 2008
Sambuca Restaurant & Catering 2005 - 2007
Skills
Corporate Communications, Marketing Communications, Market Planning, Product Marketing, Organizational..., Quotas, Managed Accounts, Customer Service, Salesforce.com System..., Microsoft Office, Corporate Relations, CRM, Marketing, Social Media Marketing, Strategic Planning, Sales, Strategy, Selling, Social Media, Sales Operations, Cold Calling, Salesforce.com, Sales Management, Project Planning, Time Management, Coaching, Direct Sales, Sales Process, Networking, Team Leadership, Social Networking, Management, Training
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
Bachelor of Business Administration (BBA) Major: Marketing; Minor: Finance, General Sales, Merchandising and Related Marketing Operations
Nationwide Financial July 2015 - Present
Nationwide Financial August 2011 - July 2015
Nationwide Financial February 2010 - August 2011
Nationwide Insurance October 2006 - February 2010
JPMorgan Chase August 2005 - October 2006
Fifth Third Bank June 2005 - August 2005
Chase Home Finance, Inc May 2003 - June 2005
Chase Home Finance July 1999 - April 2003
Skills
Process Improvement, Vendor Management, Access, VBA, Banking, Mortgage Lending, Loans, Operations Management, Microsoft SQL Server, Portfolio Management, Training, Performance Management, Analysis, Loan Servicing, Business Analysis, Risk Management, Insurance, Databases, Requirements Gathering, Financial Services, Microsoft Excel, Project Management, SQL, Data Analysis, Analytics, Business Objects, Life Insurance, Database Design, Business Process, FHA
Education
University of Dayton 1993 — 1998
ECO, Business, Mathematics
St. Francis DeSales High School 1989 — 1993
Diploma, College Preparatory
Nationwide Financial June 2014 - Present
Urban Active Sport Therapy Clinic May 2012 - October 2012
Skills
Advertising, Social Media, Social Media Marketing, Marketing, Digital Marketing, Microsoft Office, Customer Service, Strategic Planning, Microsoft Excel, Email Marketing, Skateboarding, Lacrosse
Education
University of Dayton 2010 — 2014
Bachelor of Science (B.S.), Marketing
Nationwide Financial September 2014 - Present
The Hartford January 2014 - September 2014
Nationwide Financial June 2013 - December 2013
Nationwide Financial November 2011 - June 2013
Skills
Time Management, PowerPoint, Financial Services, Leadership, Microsoft Office, Mutual Funds, Retirement Plan..., Sales, Marketing, Series 7
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Business Administration, Marketing
Nationwide Financial June 2015 - Present
Donatos Pizza September 2013 - June 2015
Nationwide Financial June 2013 - September 2013
UQ Marketing June 2011 - May 2013
Marketing Works May 2010 - June 2011
J. Peterman Company 2008 - 2009
Skills
Building Brand Awareness, Marketing, SEO, Creative Direction, Business Development, Email Marketing, Start-ups, Social Media, Integrated Marketing, Sales, Public Speaking, Leadership, Management, Budgets, Social Media Marketing, Market Planning, Project Management, B2B, Marketing Communications, Advertising
Education
University of Kentucky 2006 — 2010
Bachelor of Science (B.S.), Marketing Major, International Business Minor
Wirtschaftsuniversität Wien
International Business Program
Nationwide Financial July 2011 - Present
Comerica Bank August 2008 - July 2011
JPMorgan Chase October 2006 - August 2008
Natiowide-Titan Auto Insurance July 2002 - May 2005
Skills
Retirement, Business Analysis, Customer Service, Business Strategy, Leadership, Budgets, Business Planning, Strategic Planning, Retirement Planning, Sales, Spanish, Team Leadership, Cross-functional Team..., Series 63, Mutual Funds, Financial Analysis, Series 6, Market Research, Management, Strategic Financial...
Education
Thunderbird School of Global Management 2011 — 2013
Master's degree, Global Business Administration
Universidad Centroamericana, Managua 1996 — 2000
Bs Economics
Nationwide Financial September 2007 - Present
ING May 2005 - August 2007
Wells Fargo Advisors March 2000 - August 2005
Skills
Disability Insurance, Fixed Annuities, Long-term Care, ChFC, Estate Planning, Certified Financial..., Term Life Insurance, Series 63, Retirement Planning, CLU, Life Insurance, Series 6, Retirement, Series 7, IRAs, Universal Life, Sales
Education
The University of North Dakota 1995 — 1999
Criminal Justice Studies
Hibbing High School 1990 — 1994
Wyeth Pharmaceuticals September 2007 - November 2009
GlaxoSmithKline September 2005 - September 2007
Nationwide Financial September 2000 - September 2004
Skills
Project Management, Strategic Planning, Data Analysis, Analytic Problem Solving, Public Speaking, Direct Sales, Sales Presentations, Sales Process, Public Relations, Communication Skills, Microsoft Office, SharePoint Designer, Adobe Acrobat, HTML 5, CSS, JavaScript, jQuery UI, Sketchbook Pro, Strategy, Consulting, Cross-functional Team..., Forecasting, Customer Service, Leadership, Management, Marketing, New Business Development, Process Improvement, Sales, Sales Operations, Supply Chain, Supply Chain Management
Education
The University of Georgia 1994 — 1998
BBA, Finance
Nationwide Financial April 2004 - Present
Association Management Resources, Inc. September 1999 - December 2004
Host Communications, Inc. June 1986 - July 1998
Skills
Strategic Planning, Strategic Communications, Marketing Communications, Leadership, Relationship Management, Building Relationships, Marketing, Organizational..., Financial Services, CRM, Management, Market Planning, Marketing Strategy, Sales, Email Marketing
Education
University of Kentucky 1982 — 1984
MA, Organizational Communication
Western Kentucky University 1979 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters
UNFCU December 2014 - Present
Wakefield Advisors February 2014 - December 2014
Nationwide Financial October 2007 - August 2012
Allstate January 1999 - May 2004
KeyCorp May 1992 - June 1998
Putnam Investments January 1991 - May 1992
Edward Jones December 1988 - December 1990
Education
The University of South Dakota 1985 — 1988
Bachelor of Science (B.S.), Economics
Nationwide Insurance April 2014 - Present
Nationwide Financial May 2011 - April 2014
Nationwide Financial September 2009 - May 2011
GE April 2007 - September 2008
Cincinnati Milacron March 2006 - December 2006
Skills
Linux, Active Directory, System Administration, Security, Cisco Technologies, Network Administration, TCP/IP, Microsoft Exchange, Perl, Technical Support, Networking, Access, Java, PL/SQL, Information Technology
Education
University of Cincinnati 2004 — 2009
Bachelors, Information Technology
J.B. Hunt Transport, Inc. December 2014 - Present
TRANZACT October 2013 - December 2014
Robert Half Technology March 2013 - September 2013
TRANZACT January 2011 - March 2013
Nationwide Financial June 2010 - January 2011
Nationwide Financial December 2009 - March 2010
JP Morgan Chase December 2008 - October 2009
Skills
Social Media, Microsoft Office, Customer Service, Microsoft Excel, Salesforce.com, Recruiting, Cold Calling, Applicant Tracking..., College Recruiting, Hiring, Resume Writing, Life Insurance, Sales, Leadership, Human Resources, Technical Recruiting, Talent Acquisition, Employee Relations, Onboarding, Internet Recruiting, Sourcing, Interviews, Building Relationships, Temporary Placement, Staffing Services, Interview Preparation, Contract Recruitment, Information Technology, Employee Benefits, Benefits Negotiation
Education
University of Cincinnati 2001 — 2007
Bachelor of Arts, Communication, Public Relations
Nationwide Financial 2008 - Present
Nationwide Financial 2007 - 2008
Nationwide Financial 2006 - 2007
Nationwide Financial 2000 - 2006
Skills
Process Improvement, Business Process Mapping, Project Management, Management, Operations Management, Highly detail oriented, Creative Problem Solving, Issue Resolution, Communication, Building Relationships, Analysis, Preparation of Business..., Quality Assurance, Straight Through..., Multi Tasking, Presentations
Education
The Ohio State University 1997 — 2002
Bachelor of Arts (B.A.), Women's Studies
University of Dayton 1996 — 1997
Tippecanoe High School 1992 — 1996
NPB Financial Group LLC February 2010 - Present
NPB Financial Group LLC February 2010 - Present
Trombone and Drums 1962 - 2015
Sagemark Consulting, a division of Lincoln Financial July 2006 - February 2010
Ose Financial Solutions, Inc July 1995 - June 2008
Nationwide Financial January 1994 - July 2006
Westridge School School for Girls, Pasadena CA September 1988 - December 1993
Center for Early Education, West Hollywood CA January 1981 - August 1988
Skills
Financial Planner,..., Estate Planning, Special Needs Trust..., Investment Advice, Business Planner, Risk Management -..., Long Term Care..., Professional Musician, National Math Scholar, Financial Advisory, Disability Insurance, Life Insurance, Investments, Financial Planners, Fixed Annuities, Small Business, Strategic Financial..., Retirement, Retirement Planning, IRAs, Finance, 401k, Wealth, Wealth Accumulation, Mutual Funds, Wealth Management, Series 7, Financial Planning, Investment Advisory, 401k Rollovers, Series 63, Long-term Care, Variable Annuities, Long Term Care Insurance, Employee Benefits, Series 6, Investment Strategies, Uniform Combined State..., Term Life Insurance, Series 65, Financial Services
Education
UCLA 1966 — 1970
Bachelor of Arts Degree, Music and Math - Double Major
Las Lomas High School Walnut Creek, CA 1962 — 1966
High School, Math and Music Bank of America Award Winner
Goldman Sachs June 2014 - Present
The Carlyle Group November 2012 - February 2014
NEPC June 2008 - November 2012
Fix Asset Management 2007 - 2007
Nationwide Financial 2002 - 2007
Morgan Stanley 1999 - 2001
Skills
Alternative Investments, Hedge Funds, Investments, Portfolio Management, Asset Management, Due Diligence, Strategy, Analysis, Management, Asset Allocation, Equities, Fixed Income, Private Equity, Asset Managment, Financial Markets, Finance, Institutional..., Long/Short Equity, Commodity, Investment Strategies, Bonds, Financial Modeling, Fund Of Funds, Wealth Management, Trading, Investment Advisory, Traders, Investment Management, Venture Capital, Investment Banking, Corporate Finance, Pension Funds, Securities, Series 7, Emerging Markets, Mutual Funds, Financial Services, Equity Research
Education
University of Rochester 2001 — 2003
MBA, Finance
Union College 1994 — 1998
BA, Economics and Music
Florida Benefit Specialists May 2009 - Present
Nationwide Financial August 2005 - January 2009
John Hancock USA June 1998 - August 2005
Skills
Financial Advisory, Retirement Planning, Retirement Plans, Retirement Services, series 7, series 24, Registered Investment..., Financial Planning, Annuity, 401k, Top 100 Retirement Plan..., Series 7, Strategic Financial..., Fixed Annuities, Retirement, Asset Management, Equities, Pensions, Securities, Financial Services, FINRA, Employee Benefits, Insurance, Mutual Funds, Financial Planners, Finance, Series 63, Series 6, Investments, Wealth Management, Investment Advisory, Business Planning
Education
University of Florida 1989 — 1995
BA, History
University of Florida 1989 — 1995
BA, History
Financial Services Volunteer Corps 2013 - Present
Nationwide Securities, LLC 2006 - 2012
Nationwide Financial 2001 - 2006
Prudential Securities, Inc. 1998 - 2001
Skills
Financial Services, Risk Management, Portfolio Management, Finance, Series 24, Insurance, Fixed Annuities, Series 7, Management, Retirement Planning, Mutual Funds, Enterprise Software, Series 63, Financial Risk, Retirement, Series 6, AML
Education
Tufts University
Bachelor of Arts (B.A.)
Nationwide Financial October 2014 - Present
Whalen & Company CPAs January 2013 - October 2014
Plante & Moran, PLLC October 2007 - December 2012
Crowe Horwath LLP June 2006 - October 2007
415 Group June 1997 - June 2006
Skills
Auditing
Education
The University of Akron 2000 — 2004
Masters, Taxaton
Mount Union College 1993 — 1997
Bachelor of Arts (B.A.), Accounting and Business/Management
The Park National Bank February 2000 - Present
Nationwide Financial July 1998 - January 2000
William Michaels Ltd. March 1996 - May 1998
Skills
Estate Planning, Finance, Banking, Real Estate, Investments, Portfolio Management, Financial Analysis, Financial Planning, IRAs, Qualified Retirement..., Trusts, Estate Settlement, Wealth Management, Escrows, Guardianships
Education
University of Dayton 1991 — 1995
Bachelor of Science in Business, Accounting
Newark Catholic High School 1987 — 1991
T. Rowe Price May 2011 - Present
Nationwide Financial October 2008 - May 2011
Wilmington Trust May 1999 - October 2008
PNC Bank April 1996 - May 1999
Skills
Direct Marketing, Mutual Funds, Investments
Education
University of Delaware 1996 — 2002
Edelman Financial Services October 2011 - Present
Tech Dough LLC August 2009 - September 2011
Citizens Bank February 2007 - July 2009
JPMorgan Chase & Co. January 2006 - January 2007
Nationwide Financial September 2001 - January 2004
Skills
Small Business..., Planning Budgeting &..., Cash Flow Forecasting, Microsoft Office, Microsoft Excel, Accounting, Accounts Payable, Analysis, Budgets, Business Analysis, Cash Management, Finance, Financial Analysis, Forecasting, Investments, Management, Marketing, Payroll, Portfolio Management, Project Planning, Sales
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2005
BSBA, Accounting
University of Delaware - Lerner College of Business and Economics 1997 — 2001
BSBA, Finance
Auburn Tridea January 2006 - Present
KMS Financial Services, Inc. 2011 - 2013
Nationwide Financial 1995 - 2002
Security Benefit 1988 - 1995
Thomson McKinnon 1982 - 1988
Hallmark Cards 1980 - 1982
Skills
Retirement Planning, Series 7, Mutual Funds, 401k, Investments, Series 63, Financial Services, Securities, Finance, Asset Allocation, Retirement, Wealth Management, Fixed Annuities, Financial Planning
Education
The University of North Dakota 1974 — 1978
BSBA, Marketing
Douglas High School 1972 — 1974
diploma
Hamilton Capital Management May 2009 - Present
LUSIADS Investment Management LLC August 2005 - May 2009
Nationwide Financial January 2000 - June 2005
CIGNA 1984 - 1999
CIGNA Investment Management 1984 - 1999
Skills
Asset Managment, Fixed Income, Equities, Investment Management, Alternative Investments, Risk Management, Financial Services, Insurance, Finance, Retirement, Pensions, ALM, Wealth Management, Portfolio Management, Retirement Planning, Asset Allocation, Investment Advisory, 401k, Mutual Funds, Strategic Financial..., Asset Management, Investment Strategies, Investments, Estate Planning, Bonds
Education
University of Connecticut 1982 — 1984
MBA, Finance and Investments
Sun Life Financial June 2014 - Present
Investacorp, Inc. June 2009 - June 2014
Old Mutual (Bermuda) Ltd. January 2005 - June 2009
Nationwide Financial June 2000 - December 2005
Franklin Templeton Investments September 1998 - May 2000
Skills
Strategic Partnerships, Mutual Funds, Financial Services, Sales, Business Development, Insurance, Sales Operations, Investments, Series 7, Fixed Annuities, Financial Planning, Finance
Education
University of Florida - Warrington College Of Business 1993 — 1997
B.S., Finance & Insurance
Huntington National Bank August 2013 - Present
Huntington National Bank January 2012 - August 2013
Huntington National Bank November 2010 - January 2012
Nationwide Financial January 2010 - November 2010
JPMorgan Chase January 2007 - December 2009
JPMorganChase October 2002 - December 2006
JP Morgan Chase October 2001 - October 2002
Capco - Capital Markets Co, Inc June 2000 - October 2001
Unisys June 1997 - August 1998
Halifax Bank January 1996 - June 1997
Skills
Risk Management, Program Management, Derivatives, SDLC, Cross-functional Team..., MS Project, PMO, Project Management, Software Development, Business Intelligence, Visio, Finance, Management, Leadership, Strategy, Integration, Project Portfolio..., Vendor Management, Mergers & Acquisitions, Business Strategy, Performance Management, Business Analysis, Consulting, Business Process..., Enterprise Software
Education
University of Westminster 1998 — 2000
MBA, Strategy Management & Information Systems Modeling
University of Greenwich 1992 — 1996
B.Sc (Hons), Bachelors in Biochemistry
Nationwide Insurance December 2010 - Present
Nationwide 2008 - 2009
Nationwide Financial 2003 - 2006
Credit Union Association of Colorado 2000 - 2002
Skills
Visual Communication, Graphic Design, Print, Brochures, Posters, InDesign, Adobe Acrobat, Photoshop, Illustrator, Pre-press, Invitations, Flyers, Graphics, Adobe Creative Suite, Layout, Print Collateral, Corporate Identity, Production, Newsletters, Creative Direction, Logos, Banners, Typography, Mac, Marketing Materials, Publications, Collateral, Logo Design, Direct Mail, Art Direction
Education
University of Denver 1995 — 1999
Bachelor of Arts (B.A.), Graphic Design and English Literature
Brandywine Medical Associates February 2010 - January 2013
JPMorgan Chase December 2008 - October 2010
Nationwide Financial July 1998 - 2008
Skills
Securities, Series 7, Insurance, Mutual Funds
Education
University of Delaware 1993 — 1998
Bachelors, Criminal Justice
McKean 1989 — 1993
Cemco, Inc. June 2006 - Present
Nationwide Financial 2002 - 2006
S1 Corporation 2001 - 2002
Yclip.com 2000 - 2001
Skills
Performance Testing, Test Automation, Test Planning, Test Management, Quality Assurance, LoadRunner, Software Quality, Requirements Gathering, User Acceptance Testing, Requirements Analysis, Financial Services, Quality Center, Testing, Test Strategy, Stress Testing, Regression Testing, Process Improvement, Defect Tracking, Java, IBM Rational Tools, PHP, Microsoft SQL Server, MySQL, Oracle Applications, ClearCase, Unix Operating Systems, CSTE, MS Project, Visio, SQL, ClearQuest, Visual Basic
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Arts (BA), Zoology/Biology
Klein Oak
Klein Oak
Foreside Financial Group, LLC July 2015 - Present
Foreside Financial Group, LLC September 2013 - July 2015
Foreside Financial Group, LLC April 2007 - September 2013
Nationwide Financial Network 2003 - 2006
Meeder Financial 2001 - 2003
Nationwide Financial 1999 - 2001
Skills
FINRA, Financial Services, Series 7, Mutual Funds
Education
Tiffin University 1995 — 1999
BBA, Finance
Fremont Ross
Nationwide Financial 2011 - Present
Transamerica 2006 - 2011
Allstate Financial 2003 - 2006
Education
University of Iowa 1990 — 1994
Bachelor of Arts
AXA Distributors September 2012 - Present
Nationwide Financial January 2010 - September 2012
Skills
Series 63, Mutual Funds, Series 7, Series 6, Fixed Annuities, Retirement Planning, Retirement, 401k, Variable Annuities, Wealth Management, Investments, Asset Allocation, Securities, Alternative Investments, Life Insurance
Education
University of Alabama 1991 — 1993
Bachelor of Science (B.S.), Commerce and Business Administration
Schneider Electric March 2014 - Present
JPMorgan Chase July 2012 - March 2014
Amazon.com February 2008 - June 2012
Nationwide Financial 2007 - 2008
Qwest Communications 2002 - 2004
Skills
Agile, Object Oriented Design, Technical Leadership, SOA, Mobile Technology, Agile Methodologies, Agile Project Management, Java, Software Design, Software Development, REST, Distributed Systems, Scrum, Software Engineering, Scalability, Solution Architecture, Web Services, Web Applications, System Architecture, Architecture, Perl, Ruby
Education
Università degli Studi di Torino 1986 — 1990
BS, Computer Science
Università degli Studi di Torino 1986 — 1990
BS Computer Science, Computer Science
Nationwide Financial November 2013 - Present
CPI Qualified Plan Consultants February 2005 - November 2013
Gradison McDonald Investments 1999 - 2005
Education
University of Cincinnati 1998 — 1999
Master of Business Administration (MBA), Management
University of Cincinnati 1992 — 1995
Bachelor of Arts (BA), Economics
JPMorgan Chase April 2010 - Present
Software Guidance & Assistance August 2009 - April 2010
Nationwide Financial December 2002 - May 2009
Nationwide Financial Services 2002 - May 2009
Provident Mutual October 2000 - December 2002
First USA January 1989 - October 2000
Education
University of Delaware 1971 — 1975
BS, Plant Science
Nationwide Financial Case AssistantAllsup Inc.January 2007 - November 2007
Education
Tiffin University 2007 — 2009
MBA, Masters of Business Adminstration
University of Mount Union 2000 — 2003
BA, Political Science, Business Management
MCF Advisors January 2014 - Present
Nationwide Financial September 2011 - January 2014
NFP August 2010 - August 2011
Munich Re May 2008 - August 2008
Education
University of Dayton 2005 — 2009
Nationwide Financial January 2015 - Present
Nationwide Financial June 2011 - December 2014
Progressive Medical, Inc. May 2010 - August 2010
Skills
Sales, Financial Analysis, Retirement, Time Management, Customer Service, Leadership, Marketing, Finance, Insurance, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
University of Dayton 2007 — 2011
BS, Finance & Marketing Sales Management Emphasis
Cadaret, Grant & Co., Inc. April 2014 - Present
Nationwide Financial March 2004 - March 2014
Nationwide Insurance September 1996 - March 2004
Cars Sounds August 1994 - August 1996
Skills
Strategic Planning, Sales, Account Management, Process Improvement, Budgets, Customer Service, Public Speaking, Team Building, Project Management, Coaching, Marketing Strategy, Marketing
Education
Towson University
Bachelor of Science (BS), Economics
calvert hall
calvert hall
calvert hall
calvert hall
calvert hall
calvert hall
Nationwide Financial September 2013 - Present
Nationwide Financial September 2004 - September 2013
Nationwide Financial March 2000 - August 2004
BISYS Fund Services 1998 - 2000
BISYS Fund Services 1996 - 1998
BISYS Fund Services 1994 - 1996
Merrill Lynch 1992 - 1994
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Strategic Planning, Marketing, Relationship Management, Team Leadership, Client Relations Skills, Market Planning, Financial Services, Competitive Analysis, Interactive Marketing, Insurance, Leadership, Sales, Management, Mutual Funds, Strategy
Education
University of Kentucky 1987 — 1992
BS, Marketing
Nationwide Financial June 1998 - Present
Skills
Databases, Data Warehousing, Data Modeling, Business Objects, WebFOCUS, BI Reporting, Netezza, Oracle, ERwin, Dimensional Modeling, Reporting & Analysis, Informatica, business intelligence, Teradata, Data Integration, Database Design, Requirements Gathering, Business Intelligence, ETL
Education
University of Illinois at Urbana-Champaign
National Life Group September 2014 - Present
JPMorgan Chase June 2013 - September 2014
Nationwide Financial January 2005 - June 2013
AIG November 1996 - December 2004
Skills
Insurance, Series 7, Customer Service, Auditing, Internal Audit, Analysis, Leadership, AML, Management, Training, Financial Services, Internal Controls, FINRA
Education
University of Delaware
Bachelor of Arts, Political Science and History
Wilmington University
Master of Business Administration (M.B.A.), Organizational Leadership
Army Reserves March 2014 - Present
Nationwide Financial January 2002 - Present
Nationwide Retirement Solutions January 2002 - Present
Skills
Public Speaking, Negotiation, Retirement Plans, Leadership, Investments, Mutual Funds, Retirement, Fixed Annuities, Pensions, Financial Services, Program Management, Training, Team Building, Budgets, Customer Service, Employee Benefits, Insurance, Management, Retirement Planning, Sales, Series 63, Strategy
Education
Troy State University 1993 — 1997
BS, Human Resourse
Greenville High School 1984 — 1988
Kaiser Consulting September 2013 - Present
Tween Brands February 2013 - September 2013
Tween Brands November 2007 - February 2013
Nationwide Financial September 2005 - November 2007
Ernst & Young June 2003 - September 2005
Skills
SEC filings, Finance, Internal Controls, Financial Analysis, Accounts Payable, General Ledger, Auditing, Cash Management, Sarbanes-Oxley Act, Accounting, Financial Reporting, Process Improvement, Forecasting, Microsoft Excel, Variance Analysis, Project Management, Budgets, Income Statement, GAAP, Financial Accounting, Hyperion Enterprise, Account Reconciliation, Essbase, Retail, PeopleSoft, Financial Modeling
Education
University of Dayton 2000 — 2003
Bachelor of Science in Business Administration, Accounting
Nationwide Financial April 2005 - Present
Host Coommunications 1986 - 1998
Education
University of Kentucky 1982 — 1984
MA, Organizational Communication, English
Nationwide Financial May 2013 - Present
Allstate November 2010 - April 2013
Aon 2008 - November 2010
CNA 1998 - 2008
American Chambers Life Insurance Company 1993 - 1998
Skills
ALM, Reinsurance, Insurance, Defined Benefit, Pensions, Actuarial Science
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Actuarial Science
Prudential Financial June 2015 - Present
Nationwide Financial February 2012 - Present
Nationwide Financial August 2007 - February 2012
Branchout Marketing and Advertising January 2001 - July 2007
PepsiCo 1994 - 1999
Skills
Marketing Communications, Direct Marketing, Marketing, Competitive Analysis, Financial Services, Product Marketing, Fixed Annuities, Segmentation, Market Research, Brand Development, Leadership, Marketing Strategy, Product Management, Management, Business Development, Strategy, Business Strategy, Product Development
Education
University of North Carolina at Chapel Hill 1992 — 1994
Master of Business Administration (MBA), Marketing
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Nationwide Financial
Skills
Insurance, Risk Management, Investments, Retirement, Financial Analysis, Life Insurance, Pensions, Financial Services, Finance, Analysis, Reinsurance
Education
The University of Connecticut
Master's degree, Actuarial Science
PNC Weatlh Management October 2014 - Present
Cadence Bank, N.A. March 2013 - October 2014
First Partners Bank October 2006 - March 2013
Regions Bank January 2004 - October 2006
Nationwide Financial September 2002 - January 2004
Skills
Banking, Loans, Investments, Portfolio Management, Series 7, Credit, Asset Managment, Mortgage Lending, Asset, Funding, Commercial Lending, Relationship Management, Financial Services, Strategic Financial..., Mutual Funds, Equities, Business Development, Fundraising, Trust Services, Asset Management, Financial Planning, Commercial Banking
Education
University of Alabama at Birmingham 1995 — 1996
MBA, Business Administration
University of Alabama 1991 — 1994
BS, Finance
Nationwide Financial May 2015 - Present
Nationwide Financial November 2013 - May 2015
Wendy's International January 2005 - May 2014
Wendy's International March 2008 - February 2011
Wendy's International September 2006 - March 2008
Wendy's International January 2005 - September 2006
Skills
Restaurants, Restaurant Management, Food Safety, Customer Satisfaction, Customer Service, Microsoft Office, Performance Reviews, Food Service, Competency Based..., Food & Beverage, Food, Cooking, Food Preparation, Catering, Sales, Leadership, Management, Process Improvement, Public Speaking, Research, Time Management
Education
University of Dayton 1999 — 2004
BA, Sociology, Criminal Justice
County of Fairfax August 2015 - Present
Fulcrum May 2015 - July 2015
Object Video July 2013 - May 2015
Online Resources November 2004 - April 2013
YellowBrix May 2000 - November 2004
Nationwide Financial November 1998 - April 2000
Skills
Eclipse, Java Enterprise Edition, Java, Spring, UML, SQL, Hibernate, Ant, Software Development, Linux, Visual Studio, Maven, Microsoft SQL Server, MySQL, Oracle, C#, Git, Perforce, ClearCase, CVS, NoSQL, MongoDB, Python, Tortoise SVN, RESTful architecture
Education
University of Cincinnati 1996 — 1998
MS
Tsinghua University 1986 — 1991
BS
Nationwide Financial August 2013 - Present
The Hartford December 2010 - August 2013
Morgan Stanley Smith Barney August 2006 - December 2010
Merrill Lynch May 2005 - August 2006
Education
University of Delaware 2000 — 2005
BS, Finance and Economics
Natinowide Financial April 2015 - Present
Nationwide Financial April 2014 - Present
Mills James Productions May 2012 - October 2013
Mills James Productions May 2012 - October 2013
The Garden City Group March 2012 - May 2012
Streamlite May 2011 - April 2012
Fiserv June 2011 - November 2011
Bonneville International September 2010 - December 2010
Skills
Market Research, Social Media, Project Management, Social Networking, Account Management, Digital Photography, Photoshop, Leadership, Organization, Highly detail oriented, Team-oriented, Innovation, Premiere, Adobe Creative Suite, Creativity, Critical Thinking, Strategic Communications, Resourceful..., Problem Solving, Microsoft Office, Mac OS, Windows, Driven By Results
Education
University of Cincinnati 2008 — 2010
Bachelor of Arts (B.A.), Strategic Communication, 3.0 / 4.0
Westerville North 2001 — 2005
General, 3.5/ 4.0
Nationwide Financial 1996 - 2011
Nationwide Insurance 2006 - 2010
Education
Tiffin University 1999 — 2012
Bachelor of Arts, Professional Studies
Nations Valuation Services November 2011 - Present
Nationwide Financial June 2011 - November 2011
PRODIGY PRESCHOOL December 2010 - June 2011
DELTA GLOBAL STAFFING June 2010 - December 2010
PF CHANGS CHINA BISTRO January 2009 - January 2010
Sinclair Broadcast Group June 2008 - September 2009
Downtown Lexington Corporation May 2007 - September 2007
Education
University of Kentucky 2005 — 2008
Bachelor of Arts, Broadcast Journalism
Nationwide Financial January 2010 - Present
Nationwide Financial May 2008 - January 2010
Nationwide Financial September 2004 - May 2008
Education
University of Dayton 2000 — 2004
Bachelor of Business Administration (BBA), Management Information Systems, General
Bishop Hartley 1996 — 2000
Nationwide Financial March 2014 - Present
Enterprise Rent-A-Car August 2013 - March 2014
Total Quality Logistics January 2013 - August 2013
Education
University of Cincinnati College of Business 2009 — 2012
Meeder Investment Management April 2015 - Present
Allstate September 2013 - April 2015
Thornburg Investment Management February 2013 - September 2013
Prudential Financial May 2007 - December 2012
Nationwide Financial March 2000 - May 2007
The Hartford January 1999 - January 2000
Skills
Series 7, Series 6, Series 63, Mutual Funds, SMA,..., 401k, Mutual Funds, Investments, Retirement Planning, Securities
Education
University of Connecticut
Bachelor of Arts (BA), History
University of Connecticut
Nationwide Financial February 2005 - Present
Lincoln Financial Distributors April 2002 - February 2005
Dreyfus Investments April 1999 - April 2002
Skills
ChFC, Series 7, Series 24, Series 63, Variable Annuities, Income Protection
Education
University of Florida 1987 — 1990
Bachelor of Science, Public Relations