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 December 2013 - Present
Allianz Life May 2010 - November 2013
First Command Financial Planning September 2009 - May 2010
Transamerica Capital February 2006 - May 2009
Guardian Life Insurance May 2005 - February 2006
Federated Investors January 2004 - May 2005
H.D. Vest Financial Services 1997 - 2004
Skills
Retirement Planning, Mutual Funds, Series 7, 401k, Life Insurance, Fixed Annuities, Sales, Variable Annuities, Series 63, Retirement, Financial Planning, Negotiation, Strategic Financial..., Training
Education
University of North Texas 1989 — 1993
BS, Psychology
Millennial Capital Partners 2013 - Present
MassMutual Financial Group 2012 - 2013
Nationwide Financial 2009 - 2012
State Farm Insurance 2007 - 2009
Skills
Series 63, Series 6, Life & Health Insurance..., Disability Insurance, Retirement Planning, Retirement, Employee Benefits, Life Insurance, Long Term Care Insurance, 401k, IRAs, Mutual Funds, Securities, Fixed Annuities, Financial Services, Insurance, Finance
Education
University of Missouri-Columbia 2003 — 2007
BA with Honors, Philosophy
St. Mary's High School 1999 — 2003
Valedictorian
Lincoln Financial Group September 2014 - Present
Nationwide Insurance March 2010 - September 2014
Nationwide Financial March 2010 - September 2014
Skills
Retirement Planning, ERISA, Retirement, Series 7, Defined Benefit, 401k, Deferred Compensation, Employee Benefits, Pensions, Asset Allocation, Insurance, Mutual Funds, Retirement Plan..., Fixed Annuities, Series 6, Series 63, Qualified Retirement...
Education
University of Mississippi 1988 — 1993
Master of Arts (M.A.), Psychology
Nationwide Financial September 2005 - Present
Nationwide Financial 1999 - 2005
Skills
Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, 401k, Separately Managed..., Asset Allocation, Fixed Annuities, Investment Advisory, Financial Services, Series 65, Wealth Management, Investments, Insurance, Alternative Investments, Financial Advisory, Securities, Hedge Funds, Strategic Financial..., Series 24, Portfolio Management, Uniform Combined State..., FINRA, Negotiation, Public Speaking, Relationship Management, Sales Process, Sales Presentations
Education
University of Rhode Island 1989 — 1993
Classical High School
Nationwide Financial July 2006 - Present
Jackson National Life 1999 - 2006
Community First National Bamk 1996 - 1999
Commercial Federal Bank 1983 - 1999
Skills
Wealth Management, Retirement Planning, Series 6, Mutual Funds, Series 63, Finance, Fixed Annuities, Retirement, Wealth, Financial Planning, Variable Annuities, Financial Services, 401k, Asset Allocation, Financial Advisory, Insurance, Investments, Separately Managed...
Education
University of Phoenix
Bachelor of Science (B.S.), Business Administration
Nationwide Financial July 2015 - Present
401(k) Advisors 2013 - Present
Lincoln Financial Group October 2012 - November 2013
American Funds 2001 - 2012
Prudential Financial 1995 - 2001
Transamerica 1991 - 1995
Skills
Retirement, 401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Defined Contribution, Investments, Alternative Investments, Securities, Retirement Planning, Financial Advisory, Wealth Management, Investment Advisory, Retirement Plan..., Qualified Retirement..., Relationship Management
Education
Wharton School of Business
BS Economics, Finance & Management
Nationwide Insurance August 2015 - Present
Nationwide Insurance November 2013 - July 2015
Nationwide Financial July 2012 - November 2013
Add June 2009 - July 2012
Kashmir Family Aid 2008 - 2009
The Bulletin 2006 - 2008
Skills
Marketing, Press Releases, Copy Editing, Social Media, Newsletters, Fundraising, News Writing, Editing, Public Speaking, Nonprofits, Web Content, Journalism, Blogging, Event Planning, AP Style, Media Relations, Proofreading, Public Relations, Facebook, Copywriting, Newspapers, Photography, Layout, Storytelling, Publications, Newspaper, Non-profits, Constant Contact..., Series 6 FINRA License, Tridion web content..., Joomla web design, eTapestry fundraising..., Access database, Adobe Creative Suite, Microsoft Office Suite, Microsoft Office
Education
University of Maryland College Park 2004 — 2005
Master's Degree, Journalism
Gutenberg College 2000 — 2004
Bachelor's Degree, Liberal Arts
Nationwide Financial January 2015 - Present
LPL Finanical October 2013 - January 2015
JP Morgan Securities,LLC July 2011 - October 2013
Edward Jones December 2007 - July 2011
Education
University of North Alabama 1982 — 1987
BS, Marketing
Crossroads Capital Advisors April 2012 - Present
Cornerstone Real Estate Funds April 2009 - April 2011
AIG SunAmerica January 2008 - April 2009
Allianz March 2007 - January 2008
Merrill Lynch July 2006 - March 2007
Nationwide Financial January 2001 - July 2006
Transamerica October 1998 - October 2000
Manulife Wood Logan Associates November 1995 - October 1998
Skills
Securities
Education
University of Southern California 1991 — 1994
bachelor of science, Finance
Nationwide Financial June 2015 - Present
Aspen Heights February 2014 - Present
Flat Branch Pub and Brewery May 2013 - Present
Bank of America June 2012 - January 2013
University of Missouri Financial Aid Office February 2012 - May 2012
Skills
Customer Satisfaction, Project Management, Time Management, Event Management, Market Research, Social Media Marketing, Marketing, Product Marketing, Advertising, Sales Promotion, Promoters, Sales Operations, Auditing, Consumer Products, Up-selling, Consolidation, At Multitasking, Exceed Sales Goals, High Level Of Accuracy, Strategic Planning, Focus Groups, Group Work, Group Presentations, Group Training, Customer Service, Customer Relations, Customer Experience, Long-term Customer..., Loyalty Marketing, Customer Loyalty, Brand Loyalty, Fashion, Dogs, Beauty Industry, Office Administration
Education
University of Missouri-Columbia 2011 — 2015
Business Administration, Marketing, Senior
Agilite Group June 2013 - Present
Agilite Group June 2013 - Present
Utility Service Partners, Inc November 2013 - April 2015
Bank of America October 2008 - August 2013
Lehman Brothers March 2008 - October 2008
Bank of America June 2005 - March 2008
GEICO June 2004 - June 2005
Nationwide Financial October 2001 - June 2004
Procter & Gamble January 2001 - October 2001
MediaOne January 2000 - January 2001
Skills
Data Warehousing, Credit Risk, Credit Derivatives, Vendor Management, Vendor Relationships, Talend, Netezza, Business Intelligence, Microstrategy, Infrastructure..., Teradata, Cognos, Business Objects, Business Strategy, Big Data, Leadership, Professional Services, Strategy, Software Project..., Business Analysis, Enterprise Architecture, SQL, SDLC, Requirements Analysis, Integration
Education
University of Madras 1992 — 1996
Bachelor's degree, Mechanical Engineering
Lincoln Financial Group November 2013 - Present
Nationwide Financial August 2009 - November 2013
Phoenix Life Insurance Company June 2006 - August 2009
Travelers Life & Annuity/MetLife April 2004 - June 2006
Utica National Insurance Group February 2000 - December 2003
The MONY Group/Mutual of New York June 1984 - February 2000
Skills
Underwriting, Insurance, Life Insurance, Team Leadership, Management, Long-term Care, Trumpet, Conducting, Jazz, Chamber Music, Orchestral Music, Positive Outlook, Humorist
Education
University of Wisconsin-Madison 1978 — 1980
Master of Music (M.M.), Trumpet Performance
University of New Hampshire
Bachelor of Science (B.S.), Music Education
Nationwide Financial December 2001 - Present
Nationwide Financial 1998 - 2001
Endeavor Group 1996 - 1998
PLANCO 1994 - 1996
Skills
Series 63, Series 7, Series 6, Annuities, Wholesaling, Mutual Funds, Retirement Planning, Sales Management
Education
University of North Carolina at Chapel Hill 1983 — 1988
Bachelor of Arts, Political Science
Nationwide Financial August 2013 - Present
New York Life September 2008 - July 2013
AXA Distributors August 2004 - August 2007
Manulife Financial 2003 - 2003
Skills
Estate Planning, Life Insurance, Financial Planners, Fixed Annuities, Whole Life, Sales, Portfolio Management, Retirement, Annuity Sales, Variable Life, Variable Annuities, Mutual Funds, Series 63, Employee Benefits, Retirement Planning, Series 6, Financial Services, Investments
Education
University of Scranton 2000 — 2004
B.S., Finance
Chaminade High School 1996 — 2000
Nationwide Financial July 2012 - Present
University of Michigan Undergrad Math Department September 2009 - Present
Nationwide Financial May 2011 - August 2011
Skills
VBA, Actuarial Science, Excel, Access, MG-ALFA, Polysystems, Quantitative Finance, Statutory Valuation, R, GAAP Valuation, Fixed Annuities, Indexed Annuities, New Product..., Product Development
Education
University of Michigan 2008 — 2012
BS, Actuarial Math & Economics
Nationwide Financial March 2007 - Present
Pacific Life Annuities and Mutual Funds 2003 - 2007
Genworth Financial April 2001 - November 2002
Skills
Annuity, Series 7, Mutual Funds, Separately Managed..., Variable Annuities, Wealth Management, Fixed Annuities, Series 63, Retirement Planning, Series 65, Retirement, Wholesale, Asset Allocation, Series 6, FINRA, 401k, Alternative Investments, Insurance, Financial Services, Investments, Strategic Financial..., Securities, Uniform Combined State..., Life Insurance
Education
University of Louisiana at Monroe 1986 — 1992
Doctor of Pharmacy, Pharmacy
Nationwide Insurance January 2011 - Present
Nationwide Financial January 2009 - December 2010
Nationwide Financial October 2006 - January 2009
Skills
Process Improvement, Business Analysis, Vendor Management, Fixed Annuities, Insurance, Risk Management, Visio, Business Process..., Project Management, SDLC, Sales, Relationship Management, Change Management, Program Management, IT Management, Team Leadership, Team Building, SharePoint, Banking, Requirements Gathering, Cross-functional Team..., Financial Services, Requirements Analysis, Business Process, Continuous Improvement
Education
University of Phoenix
Business Administration and Management, General
CPower Corp October 2014 - Present
Constellation March 2010 - October 2014
Constellation March 2008 - March 2010
Nationwide Financial February 2006 - February 2008
Legg Mason September 2002 - February 2006
Legg Mason June 2000 - September 2002
Prudential Financial May 1997 - August 1999
Skills
Options, Fixed Income, Mutual Funds, Bonds, ETFs, Commodity Markets, Financial Modeling, Financial Analysis, Risk Management, Asset Managment, Portfolio Management, Demand Response, Energy Markets, Electricity Markets, Energy, Equities, Trading, Commodity, Renewable Energy, Energy Policy, Zebra, Foxtrot, Portrait Painting
Education
York College of Pennsylvania 1996 — 2000
BS, Economics/Finance
University of Northern Colorado 1995 — 1996
Mathematics
Nationwide Financial August 2013 - Present
Nationwide Insurance March 2011 - Present
American Express October 2002 - June 2010
American Express April 2007 - November 2007
Compaq June 2001 - August 2001
State Farm Insurance 1998 - 2000
State Farm Insurance 1996 - 1998
State Farm Insurance 1995 - 1996
Skills
Insurance, Online Marketing, Operational Excellence, Client Services, Key Account Management, Business Travel, Health Insurance, Property & Casualty..., Six Sigma, Financial Services, Marketing, Project Management, Cross-functional Team..., Process Improvement, Marketing Strategy
Education
Washington University in St. Louis - Olin Business School 2000 — 2002
MBA, Marketing
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
BBA, Marketing and Finance
University of Notre Dame January 2005 - Present
Nationwide Financial May 1999 - January 2005
Nationwide Financial May 1999 - January 2005
University of Notre Dame May 1995 - January 1998
Skills
Event Planning, Fundraising, Strategic Planning, Higher Education, Nonprofits, Non-profits, Management, Data Analysis, Customer Service, Editing, Community Outreach
Education
University of Notre Dame 1993 — 1998
BA
Pickerington 1989 — 1993
Accordia Life October 2013 - Present
Aviva USA May 2011 - October 2013
Aviva USA 2007 - May 2011
CUNA Mutual Group 2005 - 2007
Nationwide Financial 2004 - 2005
CUNA Mutual Group 2000 - 2004
AmerUs Group 1994 - 2000
Education
University of Wisconsin-Madison - School of Business 2003 — 2007
MBA, Business
University of Northern Iowa 1985 — 1989
BA, Accounting
Principal Financial Group 2008 - 2010
Nationwide Financial April 2005 - March 2008
Nationwide 2000 - 2005
Bank of Oklahoma 1997 - 2000
Bank of Oklahoma 1997 - 2000
Skills
Retirement, Financial Services, Employee Benefits, Insurance, Business Development, Mutual Funds, Series 6, Fixed Annuities, 401k, Pensions, Life Insurance, Wealth Management, Series 7, Series 63, Disability Insurance, Strategic Financial..., Financial Advisory, Investments, Retirement Planning, Long-term Care, Term Life Insurance, Relationship Management, FINRA, Investment Advisory, Securities, Estate Planning, Asset Allocation, Investment Strategies, Asset Management, Health Insurance, Defined Benefit, Investment Management, Portfolio Management, Retirement Plan...
Education
University of Oklahoma 1973 — 1978
BS, Political Science
Cascia Hall 1971 — 1973
HS, HS
Prudential Financial April 2008 - Present
Nationwide Financial November 2004 - April 2008
Merrill Lynch March 2002 - November 2004
Merrill Lynch November 1999 - November 2002
Education
University of North Florida - College of Business Administration 2002 — 2004
MBA, Finance
University of North Florida - College of Business Administration 1996 — 1999
BA, Banking and Finance
Central Florida Community College 1994 — 1996
AA
Liberty Mutual Insurance December 2009 - Present
ING January 2008 - June 2009
Nationwide Financial June 2000 - January 2008
Jackson National Asset Management, LLC 1998 - 2000
Jackson National Life 1988 - 1998
Skills
Fixed Annuities, Mutual Funds, Retirement, Investments, Life Insurance, Insurance, Financial Advisory, Estate Planning, Variable Annuities, Pensions, Sales, Sales Operations, Sales Management, Recruiting, Series 6, Series 63, Series 7, Retirement Planning, IRAs
Education
University of New Orleans 1984 — 1988
Midland National Life Insurance Company® 2009 - Present
Nationwide Financial 2008 - 2009
Penn Mutual 2004 - 2008
RBC Wealth Management 2000 - 2004
Highland Capital Brokerage 1998 - 2000
Skills
Fixed Annuities, Insurance, Sales, Business Planning, Life Insurance, Retirement Planning, Long-term Care, Wealth Management, Estate Planning, Series 63, Investments, Mutual Funds, Series 7, Sales Management
Education
University of Oregon 1988 — 1993
Bachelor of Science, Finance
OPERS May 2014 - Present
Designer Paws Salon, LLC September 2011 - Present
QStart Labs, LLC June 2011 - Present
Nationwide Financial October 2010 - June 2011
CBC Innovis September 2006 - September 2010
South Carolina Department of Corrections November 2004 - May 2006
University of South Carolina 2000 - 2004
Skills
Maven, Spring, JUnit, JavaScript, Java, JSP, Spring Roo, Spring Social, jQuery, jQuery UI, Hibernate, XML, Subversion, Web Services, Amazon Web Services..., Strategic Planning, IT Strategy, Facebook API, Spring Security, OAuth, OpenCMS, Jenkins, Core Java, EJB, HTML, CSS, Evernote API, Ant, Struts, XSLT, Groovy, JBoss, Weblogic, JMS, JDBC, Tomcat, CMS, MySQL, J2EE, MVC, JPA, REST, Web Development, JSON, JSTL, Continuous Integration, Unix, Hudson, Agile, JEE
Education
University of South Carolina-Columbia 1999 — 2004
BS, Computer Engineering
Fidelity & Guaranty Life January 2013 - Present
Fidelity & Guaranty Life January 2009 - January 2013
Great American Financial Resources September 2006 - December 2008
Lincoln Financial Group January 2002 - September 2004
Travelers Life & Annuity January 2001 - January 2002
Sage Life Insurance January 2000 - January 2001
Nationwide Financial August 1989 - January 2000
Education
University of Louisville 1983 — 1984
MA Mathematics, Combinatorics
Nationwide Financial January 2012 - Present
MetLife Resources March 2010 - January 2012
MetLife Resources January 2006 - February 2010
Skills
Fixed Annuities, Retirement
Education
University of Phoenix 2006 — 2009
Bankers Life and Casualty July 2010 - January 2012
OneAmerica April 2005 - March 2009
OneAmerica April 2005 - March 2009
Nationwide Financial January 2003 - March 2005
Provident Mutual May 1999 - December 2003
Education
University of Minnesota-Duluth 1968 — 1972
BA, Speech Pathology and Audiology
Nationwide Financial November 2014 - Present
DC Retirement Strategies February 2014 - October 2014
Nationwide Financial September 2010 - February 2014
Orizon Investment Counsel, LLC September 2008 - September 2010
Charles Schwab 2005 - 2008
JPMorgan Chase 2003 - 2005
Skills
401k, Asset Allocation, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Finance, Financial Services, Investment Advisory, Management, Sales Management
Education
University of Nebraska-Lincoln 1999 — 2003
Bachelor of Science (BS), Marketing
Nationwide Financial July 2015 - Present
Home By Choice, Inc. September 2013 - June 2015
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Management, Marketing, Time Management
Education
University of South Carolina Upstate 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Belton-Honea Path High School 2006 — 2010
Nationwide Financial June 2015 - Present
Nationwide Financial June 2013 - June 2015
Penn Mutual May 2012 - August 2012
West Pharmaceutical Services May 2011 - August 2011
Skills
Actuarial, Economics, Problem Solving, Team Leadership, Mathematics, Actuarial Science, Leadership, Finance, Accounting, Insurance, Public Speaking, Microsoft Excel, Financial Reporting
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science (B.S.), Actuarial Mathematics
CUSO Financial Services, LP June 2015 - Present
Transamerica 2008 - June 2015
Nationwide Financial 1997 - 2007
McGuinness Companies 1991 - 1997
Several broker/dealers 1980 - 1991
Education
University of Nebraska-Lincoln 1971 — 1976
Criminal Justice/Police Science
Nationwide Financial June 2015 - Present
MassMutual Ohio January 2015 - May 2015
Edward Jones January 2013 - June 2014
JRH Communications September 2012 - September 2013
National Security Technologies June 2000 - September 2012
United States Marine Corps June 1996 - June 2000
Skills
Retirement Planning, Saving for Education, Bonds, Mutual Funds, 529 Plans, Fixed Annuities, Variable Annuities, Life & Health Insurance..., Presentation Skills, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Whole Life, Series 7, Series 66
Education
University of Nevada-Las Vegas 2006 — 2008
Bachelor's Degree, Economics
Nationwide March 2015 - Present
Nationwide Financial August 2014 - February 2015
LaBrunerie Financial January 2014 - April 2014
Nationwide Financial May 2013 - August 2013
Ohio National Financial Services May 2012 - August 2012
Skills
Sales, Microsoft Excel, Help Desk Support, Time Management, Building Relationships, Investments, Leadership, Presentations, Mutual Funds, Marketing
Education
University of Missouri-Columbia 2010 — 2014
Bachelors of Science in Business Administration, Finance and Banking
San Joaquin Valley College September 2014 - May 2015
Western Dental November 2013 - August 2014
Nationwide Financial September 2011 - July 2013
Pocket Communications September 2007 - September 2010
Skills
PC & Mac proficient in..., Strong problem-solving..., Goal-oriented..., Ability to work..., Ability to communicate..., Possess a thorough..., Bilingual: able to..., Organization &..., Multitasking Skills, Interviews, Public Speaking, Customer Service, PowerPoint, Editing, Team Building, Leadership Development, Social Media, Training, Leadership, Microsoft Word, Event Planning, Teaching, Microsoft Excel, Microsoft Office, Social Networking, Coaching, Recruiting, Time Management, Human Resources, Communication, Strategic Planning, Management, Customer Retention, Sales, Problem Solving, Event Management, Performance Management, Teamwork, Employee Relations, Customer Satisfaction
Education
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Project Management
University of the Incarnate Word 2008 — 2011
Bachelor of Arts (BA), Communication and Media Studies
Fidelity Investments 2007 - Present
Nationwide Financial 2005 - 2007
BISYS Fund Services 2001 - 2005
Fidelity Investments 1993 - 2001
Skills
Risk Management, Financial Services, Securities, Banking, Leadership, Process Improvement, Mutual Funds, Equities, Finance, Portfolio Management, Investments
Education
University of Notre Dame 1988 — 1992
Bachelor's Degree, Philosophy and German
Nationwide Financial July 2006 - Present
DailyAccess Corporation January 2003 - July 2006
Skills
401k, Retirement Planning, Series 63, Asset Allocation, Retirement, Mutual Funds, Defined Benefit, Series 6, Series 7, ERISA, Variable Annuities, Fixed Annuities, Series 65, Defined Contribution, Retirement Plan...
Education
University of South Alabama
BSBA, Business
Nationwide Financial May 2013 - Present
ProShare Advisors LLC January 2008 - May 2013
First American Funds 2005 - 2008
MFS Sunlife Annuities October 2003 - September 2005
Deutsche Asset Management September 1997 - July 2003
Pioneer Investments 1990 - 1992
Skills
Asset Allocation, Capital Markets, Mutual Funds, Asset Management, Hedging Strategies, ETFs, Public Speaking, Investment Portfolio..., Alternative Investments, Relationship Building, Financial Services, Series 63, Series 7, Series 6, Series 65, Series 26, Risk Management, FINRA, Wholesaling, Retirement Planning, 401k, Investments, Relationship Management, Wealth Management, Finance, Investment Advisory, Separately Managed...
Education
University of Rhode Island 1985 — 1989
BA, English
Nationwide Financial July 2013 - Present
Nationwide Financial May 2012 - Present
Prime Vendor, Inc. May 2011 - August 2011
Missouri Department of Transportation - District 2 Highway Credit Union March 2009 - January 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Sales, Financial Analysis, Insurance, Leadership, Time Management, Marketing
Education
University of Missouri-Columbia, College of Business 2009 — 2013
Bachelor's Degree, Business Administration; Marketing
CNL Securities Corp. February 2014 - Present
J.P. Morgan July 2012 - February 2014
DWS Investments August 2004 - July 2012
Phoenix Life Insurance Company 2000 - 2004
Nationwide Financial September 1998 - December 2000
Provident Life & Accident 1990 - 1995
Skills
Mutual Funds, Series 63, Series 7, Investments, Alternative Investments, Asset Allocation, Separately Managed..., Fixed Annuities, Asset Management, Strategic Financial..., Series 24, Retirement, Retirement Planning, 401k, FINRA, Investment Strategies, Uniform Combined State..., Series 65, Financial Advisory, Securities, Wealth Management, Wholesale, Estate Planning, Investment Advisory, Annuities, Wholesaling
Education
University of Oregon - Charles H. Lundquist College of Business
BS, Finance, General
Nationwide Financial 2015 - Present
Nationwide Financial 2012 - 2014
Prudential Financial October 2007 - August 2012
Commonwealth of Pennsylvania - Department of Revenue 2004 - 2007
Leadership Wilkes-Barre 2002 - 2004
The University of Chicago August 2000 - August 2002
California Institute of Technology 1996 - 2000
Skills
Cross-functional Team..., Project Management, Program Management, Leadership, Analysis, Financial Analysis, Operations Management, Six Sigma, Change Management, Investments, Portfolio Management, Strategy, Outsourcing, Finance, Business Process, Training, Financial Services, Process Improvement
Education
University of Southern California 1995 — 1997
Master, Public Administration, G.P.A. 3.85/4.00
University of La Verne 1992 — 1995
Bachelor, Organizational Management, G.P.A. 3.97/4.00
Nationwide Financial March 2013 - Present
Nationwide Financial December 2009 - March 2013
Nationwide Financial June 2004 - December 2009
Skills
Strategy, Retirement Planning, Financial Services, Mutual Funds, Finance, Life Insurance
Education
University of Miami - School of Business
Nationwide Financial October 2013 - Present
JPMorgan Chase June 2013 - October 2013
University of Pittsburgh December 2009 - April 2013
Morgan Stanley Wealth Management April 2012 - August 2012
Ward Trucking Company April 2009 - January 2010
Delgrosso's Amusement Park April 2005 - January 2009
Education
University of Pittsburgh 2009 — 2013
Student, Finance, General
University of Pittsburgh 2009 — 2013
Bachelor's Degree, Business Administration - Finance
Nationwide Financial January 2014 - Present
Nationwide Financial August 2010 - December 2013
Morgan Stanley Smith Barney December 2005 - September 2009
Legg Mason January 2005 - December 2005
Legg Mason April 2002 - January 2005
Deutsche Banc Alex. Brown Inc April 1999 - November 2001
Skills
Retirement Planning, Retirement, Investments, Mutual Funds, Financial Services, Asset Allocation, Defined Benefit, Investment Strategies
Education
Loyola College in Maryland 1991 — 1994
Masters of Science, Finance
University of Maryland College Park 1985 — 1989
Finance
Nationwide Insurance August 2014 - Present
Nationwide Financial April 2013 - August 2014
G&W January 2007 - March 2013
Skills
Account Management, New Business Development, Customer Service, Microsoft Office, Insurance, Salesforce.com, Business Analysis, Risk Management, Process Improvement, Call Centers, Team Leadership, Leadership, Management, Marketing, Team Building, Analysis
Education
University of Rio Grande and Rio Grande Community College 1984 — 1987
Mathematics
TIAA-CREF January 2012 - Present
DNW Marketing Group July 2008 - January 2012
Nationwide Insurance January 2005 - January 2012
Nationwide Financial December 1994 - May 2004
Skills
Retirement Planning, Insurance, Financial Services, Interactive Marketing
Education
Mount Union College 1985 — 1989
Bachelor of Arts, Business Administration
Nationwide Insurance March 2005 - Present
Huntington National Bank October 2007 - December 2011
Metro Tax & Accounting, Chartered CPA's November 2004 - February 2008
Nationwide Financial June 2001 - March 2005
Nationwide Financial June 1999 - June 2001
Nationwide Financial March 1998 - June 1999
Nationwide Financial December 1996 - March 1998
Skills
Insurance, Banking, Business Analysis, Customer Service, Finance, Financial Services, Leadership, Life Insurance, Lotus Notes, Marketing, Process Improvement, Risk Management, Sales, Team Building
Education
University of Oklahoma 1989 — 1992
Marketing
Nationwide Financial February 2008 - Present
Tata Consultancy Services December 2005 - January 2008
Skills
Oracle, Requirements Analysis, SDLC, Agile Methodologies, PL/SQL, Business Analysis, SQL, Unix, Requirements Gathering, Solution Architecture, Software Development, Business Intelligence
Education
University of Rajasthan 1999 — 2003
Bachelor of Engg.
Nationwide Financial CaptainUS ArmyJuly 1998 - July 2002
Education
University of Notre Dame 1994 — 1998
BS, Mathematics
ABB OPTICAL GROUP October 2014 - Present
American Water January 2014 - September 2014
American Water August 2009 - December 2013
American Water August 2009 - May 2011
Maritz, Inc September 2005 - July 2009
Nationwide Financial October 2000 - September 2005
Nationwide Financial Services (formerly Provident Mutual, a division of Nationwide, Inc) 2000 - 2005
Nelson and Associates March 2000 - October 2000
Skills
CRM
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Pierce College 1986 — 1989
A.S. - CIS, Information Science
West Philadelphia Catholic High School for Boys 1976 — 1980
diploma
AAA Wisconsin July 2013 - Present
Professional Life Underwriters June 2009 - April 2011
Nationwide Financial 2002 - 2009
CJD 1996 - 2002
VTXAgency 1994 - 1996
Skills
Insurance, Investments, Leadership, Customer Service, Business Planning, Asset Managment, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Problem Solving, Business, Financial Risk, Teachers, Life Insurance, Fixed Annuities, Retirement, Sales, Management, Financial Advisory
Education
University of Mount Union 1973 — 1977
BA, Business Administration and Economics
Prudential Investments August 2011 - Present
Nationwide Financial November 2008 - August 2011
Allianz Life July 2007 - November 2008
Allianz Life January 2007 - July 2007
Skills
Retirement Planning, Mutual Funds, Investments, Financial Services, Insurance
Education
University of Minnesota-Twin Cities 2002 — 2006
BA, Psychology & Chemistry
St. Paul Academy 1998 — 2001
Fund Evaluation Group 2008 - Present
Nationwide Financial July 1995 - March 2008
Goldman Sachs Asset Management September 1988 - June 1995
Arthur Andersen 1985 - 1988
Education
University of Notre Dame 1981 — 1985
BBA
Nationwide Financial August 2010 - Present
KBM Communications March 1993 - August 2010
Delaware Group July 1990 - February 1993
Consolidated Rail Corporation November 1983 - June 1990
Skills
Media Relations, Newsletters, Marketing Communications, Internal Communications, Public Relations, Marketing, Thought Leadership, Feature Articles, Corporate Communications, Strategic Communications, Press Releases, Copywriting, Crisis Communications, Brochures, Editing, Interviews, Speech Writing, Copy Editing, Content Development, Social Media, Public Speaking, Web Content, Integrated Marketing, Social Media Marketing, Journalism, Publicity, Event Planning, Digital Marketing, Creative Writing, Marketing Strategy, Market Research, Messaging, Research, Social Networking, B2B, Microsoft Office, Reputation Management, Communications Planning, Editorial, Strategy, Content Strategy
Education
University of Pennsylvania
MA
Villanova University
BA, magna cum laude
Nether Providence High School
HCA May 2009 - Present
Nationwide Financial October 2008 - March 2009
xl capital 2005 - 2008
X.L. Global Service, Inc. 2005 - 2008
VEDICSOFT 2005 - 2008
XL Global Services 2005 - 2006
Skills
Data Warehousing, ETL, Data Modeling, Informatica, Microsoft SQL Server, PL/SQL, Oracle, Databases, SQL, T-SQL, Requirements Analysis, SSIS, Business Intelligence, Datastage 8.1, DMExpress, Teradata
Education
University of Madras
Western Michigan University
MS, Engineering
Nationwide Financial March 2010 - Present
Ohio Department of Insurance (as a consultant for DTI) July 2009 - February 2010
West Penn Allegheny Health System March 2009 - June 2009
Chase Home Finance September 2006 - January 2009
Ohio Department of Job and Family Services August 2004 - September 2006
JP Morgan Chase - Card Services October 2003 - July 2004
Citigroup November 2001 - September 2003
Qwest Communications March 2001 - October 2001
International Truck and Engine November 1999 - October 2000
Verizon Wireless July 1999 - October 1999
Education
University of Madras 1984 — 1986
Masters, Physics
Prudential Financial March 2000 - Present
Nationwide Financial September 1997 - October 1999
Security Benefit March 1987 - September 1997
Skills
Series 6, Annuities, Series 63, Series 7, Mutual Funds, Separately Managed..., Qualified Retirement..., Fixed Annuities, 401k, FINRA, Variable Annuities, Investments, Wealth Management, Retirement, Financial Services, Series 65, Retirement Planning, Insurance
Education
University of Nebraska-Lincoln 1970 — 1975
B.S.E, Economics, History
The SEED Foundation September 2011 - Present
Nationwide Financial April 2009 - October 2011
The SEED Foundation June 2008 - October 2008
True Textiles, Inc. December 2006 - June 2008
Skills
Customer Service, Microsoft Office, Outlook, Microsoft Word, Non-profits, Microsoft Excel, Calendar Management, Research, Philanthropy, Community Outreach, Marketing, Nonprofits, Event Planning, Strategic Planning, Calendaring, Public Speaking, Staff Development
Education
University of Michigan 1997 — 2001
B.A., Anthropology/Archaeology
Mackinaw City High School
Nationwide Financial January 2012 - Present
Nationwide Financial June 2007 - December 2011
Nationwide Financial August 2003 - June 2007
Nationwide Financial May 2001 - May 2003
Nationwide Financial December 1995 - April 2001
Skills
Visio, SDLC, Access, Management, Project Management, Sales, Employee Benefits, Retirement
Education
University of Minnesota-Twin Cities 1984 — 1989
Bachelor of Arts, Political Science, Communication
DailyAccess Corporation April 2014 - Present
Great-West Financial July 2011 - April 2014
Nationwide Financial 2005 - July 2011
Skills
Retirement Planning
Education
University of Missouri-Columbia 1996 — 2001
Colliers International August 2015 - Present
CBRE March 2014 - August 2015
Nike Golf May 2013 - August 2015
COBRA PUMA GOLF March 2015 - July 2015
Nationwide Financial October 2012 - March 2014
Golf Outlet July 2009 - October 2012
TaylorMade-adidas Golf Company April 2011 - August 2012
Skills
Social Media Marketing, Event Management, Marketing Strategy, Social Media, Leadership, Sales Process, Sales Presentations, Sales Prospecting, Team Leadership, Merchandising, Online Marketing, Sales Management, Sales Operations, Sales Retention, Visual Merchandising, Coaching, Training, Inventory Management, Inventory Planning, Golf Instruction, Golf Club Repair, Golf Management, Email Marketing, Online Marketing..., Small Business Online..., Video Production, Digital Photography, Sports Marketing, International Sales, Leadership Development, Sports Management, Social Media Development, Strategic Prospecting, New Client Prospecting, Qualifying Prospects
Education
University of Minnesota-Twin Cities 2005 — 2009
B.S., Sport Management
Verizon Wireless September 2001 - Present
Nationwide Financial August 1997 - July 2001
Compuserve August 1993 - July 1997
Skills
SDLC, C#, Search Analysis, Velocity, XSLT, Oracle 11g, ASP.NET, .NET, JavaScript, Unix, Linux, Data Analysis
Education
University of Pittsburgh 1988 — 1993
BS, Computer science/ Math
Hartford Life April 2006 - Present
Nationwide Financial March 1999 - December 2005
Education
University of Oregon 1972 — 1976
B.S., Communications
PwC September 2014 - Present
Nationwide Financial June 2010 - Present
Old Mutual Financial Network 2008 - 2008
severna park golf center 2005 - 2008
Skills
Valuation, Financial Reporting, Annuity, Excel, VBA, Access, ALFA, Polysystems, Networking, Personal Development, Microsoft Excel, Economic Capital
Education
University of Pittsburgh 2006 — 2010
BS, Actuarial Math
University of Pittsburgh 2006 — 2010
BS, Actuarial Science
Walmart GeC, @WalmartLabs April 2010 - Present
Systech Solutions October 2004 - April 2011
Guitar Center February 2008 - February 2010
Nationwide Financial October 2007 - December 2007
Walmart.com December 2006 - September 2007
Option One Mortgage November 2005 - November 2006
AmerisourceBergen February 2005 - October 2005
Ashok Leyland November 2004 - January 2005
Skills
Netezza, ETL, Informatica, Microstrategy, Business Objects, Business Intelligence, Data Warehousing, Data Modeling, Talend, Tableau, Dimensional Modeling, Teradata, Data Integration, Big Data, Business Intelligence..., Dashboard, Data Marts, Data Quality, Data Warehouse..., Database Design, Datastage, Erwin
Education
University of Madras 2000 — 2004
B.E, Electronics and Communication
Eastern Containers September 2015 - Present
R.E.C. July 2015 - Present
Hatteras Funds February 2015 - July 2015
Wells Fargo March 2013 - February 2015
Nationwide Financial May 2012 - March 2013
Edward Jones July 2011 - December 2011
Red Bull September 2009 - July 2011
Waste Industries August 2006 - July 2009
Pasco Concrete Construction June 2004 - August 2006
Skills
Investments, Financial Analysis, Strategic Financial..., Insurance, Portfolio Management, Customer Service, Banking, Retirement Planning, Budget, Life Insurance, Asset Managment, Account Management, Strategic Planning, Operations Management, Sales Management, Accounts Receivable, Accounts Payable, Microsoft Excel
Education
University of North Carolina at Chapel Hill 1998 — 2003
Bachelor’s Degree, Double Major: Political Science; Communication Studies
Financial Services January 2009 - Present
Bellatore March 2007 - January 2009
Nationwide Financial October 2002 - March 2007
ADVISORport October 2001 - October 2002
RTE Asset Management September 1988 - May 2001
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE
COUNTRY Financial® September 2014 - March 2015
Morgan Stanley December 2009 - April 2011
Financial Partner Network January 2007 - December 2009
Nationwide Financial January 2005 - December 2006
ING Financial Partners June 2000 - December 2004
Skills
Strategic Financial..., Retirement Planning, Finance, Financial Analysis, Customer Service, Team Building, Sales, Sales Management, Small Business, Marketing, Account Management, Coaching, Forecasting, Process Improvement, New Business Development, Business Planning, Marketing Strategy, Strategic Planning, Series 7, Financial Planning, Positive Behavior...
Education
University of Oregon
BBA, Business Management
St Martins College
Associate of Arts (AA), General Studies
Nationwide Financial September 2013 - Present
Old Mutual Investment Partners 2006 - 2009
Education
University of Notre Dame 1982 — 1988
bba, marketing
Nationwide Insurance January 2015 - Present
Information Control Company October 2013 - Present
Nationwide Financial November 2014 - January 2015
First Niagara Bank October 2013 - September 2014
Taproot Foundation May 2013 - December 2013
IFC - International Finance Corporation January 2009 - October 2013
TCS - International Finance Corporation January 2009 - February 2012
Tata Consultancy Services - United Services Automobile Association (USAA) April 2005 - 2008
Tata Consultancy Services February 2005 - April 2005
Sify August 2004 - January 2005
Skills
Business Analysis, Requirements Analysis, SQL, PL/SQL, Oracle, SDLC, Software Project..., Requirements Gathering, DB2, Agile Methodologies, Scrum, Business Process..., Policy Analysis, UML, Enterprise Architecture
Education
University of Madras 2000 — 2004
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering, First Class with Distinction
Hindu Sr Sec school
Hindu Sr Sec school
Hindu Sr Sec school
Nationwide Financial 1995 - Present
Education
University of Portland 1972 — 1977
Masters, Education
KForce, Nationwide Financial July 2015 - Present
OCLC March 2015 - July 2015
JPMorgan Chase July 2014 - March 2015
Nationwide Financial October 2011 - July 2014
ICC May 2011 - November 2011
Nationwide Financial January 2008 - March 2009
Skills
Agile Methodologies, Java Enterprise Edition, Web Services, Unix, Oracle, Spring, SOA, Struts, Websphere, SDLC, Enterprise Architecture, DB2, Java
Education
University of Mumbai
Barracuda Networks May 2013 - Present
Nationwide Insurance May 2012 - August 2012
Nationwide Financial May 2011 - August 2011
Skills
Java, C++, HTML, C, Linux, Python, SQL, JavaScript, jQuery, Bash, PHP, Backtrack, Burp Suite, Wireshark
Education
University of Michigan 2010 — 2014
BSE, Computer Science, Senior
Nationwide Financial October 2005 - Present
PNC Bank March 2005 - October 2005
Prudential Insurance February 2002 - March 2005
Skills
Sales Skills, Training Skills, Conflict Management
Education
University of Pittsburgh 1997 — 2001
BA, General Business Management with a concentration in Marketing and MIS
New Season Financial May 2001 - Present
Nationwide Financial May 2001 - Present
Education
University of Scranton 1979 — 1983
Master of Business Administration (MBA), Finance and Financial Management Services, 3.4
University of Scranton 1973 — 1977
Bachelor of Science (BS), Accounting, 3.6
Nationwide Financial March 2014 - Present
Legal & General America April 2012 - March 2014
The Hartford July 2001 - April 2012
Robert Half 2000 - 2001
Prudential Financial 1997 - 2000
Skills
Underwriting, Life Insurance, Universal Life, Term Life Insurance, Insurance
Education
University of Minnesota-Twin Cities 1994 — 1996
Bachelor of Science (BS), Kinesiology and Exercise Science
University of Minnesota-Morris 1992 — 1994
Pre-Physical Therapy Studies