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 February 2014 - Present
Eddie Bauer October 2012 - October 2013
Yutzy's Farm Market September 2011 - October 2012
Best Buy June 2010 - September 2011
Skills
Customer Service, Cross Selling, Cashiering, Microsoft Office, Apple Certified, Friendly Personality, Interpersonal Skill, Building Relationships, Phone Etiquette, OS X, Windows 7, Electronics
Education
DeVry University-Ohio 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
Hilliard Davidson High School 2004 — 2008
Grange Insurance May 2014 - Present
Centric Consulting August 2010 - May 2014
VaporPoint May 2010 - July 2011
Octave Digitalworks November 2009 - April 2010
Nationwide Insurance June 2004 - November 2009
Nationwide Financial 1992 - 2004
Skills
Agile, Team Leadership, Software Development, Technology Integration, TFS, Mac OS, Project Delivery, Agile Methodologies, Leadership, IT Strategy, Project Management
Education
Franklin University 1994 — 1996
MBA
Ohio University 1986 — 1991
BBA, Quantitative Business Analysis
Nationwide Financial February 2015 - Present
Nationwide Financial December 2014 - February 2015
Connors Wealth Management 2014 - 2014
Scioto Country Club March 2011 - August 2011
Grand Harbor August 2010 - January 2011
Skills
Marketing, Social Media, Sales, Sports, Marketing Strategy, Leadership, Banking, Customer Service, Social Media Marketing, Insurance
Education
Flagler College 2010 — 2013
Bachelor's Degree, Communication and Media Studies
East Carolina University August 2013 - Present
Nationwide Financial April 2013 - Present
BB&T Investment Services, Inc. January 2010 - April 2013
Aegon - Monumental Life Insurance Company 2007 - 2009
Merrill Lynch 2006 - 2007
East Carolina University 2004 - 2006
Skills
Investments, Fixed Annuities, Bonds, Uniform Combined State..., Wealth, Managing Accounts, Series 7, Retirement Planning, Portfolio Management, Strategic Financial..., Wealth Management, Asset Managment, Financial Analysis, Investment Strategies, Credit, Mutual Funds, Insurance, Securities, Mortgage Lending, Banking, Risk Management, Finance, Life Insurance, Small Business Lending, Commercial Lending, Financial Services, Financial Advisory, Investment Advisory, Commercial Banking, Budgets, Disability Insurance, Asset Management
Education
East Carolina University - College of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Financial Management Services
James Madison University 1996 — 2001
Bachelor of Arts (B.A.), Music Education
Chase October 2014 - Present
Fact Gem August 2014 - September 2014
Seamless Logistics March 2014 - August 2014
Nationwide Financial December 2010 - March 2014
Chase 2009 - 2010
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, 4.0
DeVry University 2008 — 2010
Bachelor's Degree, Computer Information Systems, 4.0
TIAA-CREF August 2015 - Present
TIAA-CREF May 2003 - Present
Nationwide Financial 2000 - 2003
Allstate 1990 - 1999
Skills
Financial Services, Retirement Planning, Financial Planning
Education
Florida International University 1982 — 1985
Bachelor's degree, Hospitality Administration/Management
Keyes Realty September 2015 - Present
Villa Tenorio - Ubatuba SP - Brasil October 2011 - Present
P2group Bermuda March 2009 - October 2011
Old Mutual (Bermuda) February 2005 - March 2009
Nationwide Financial January 2000 - February 2005
Skills
Spanish, English, Start-ups, Management, Strategic Financial..., Due Diligence, Negotiation, Investments, Strategic Planning, Sales Management, Asset Managment, Insurance, New Business Development, Portfolio Management, Business Strategy, Business Planning, Mergers, Business Development, Banking, Marketing, Brazilian Portuguese, Asset Management, Financial Services, Leadership, Mergers, Sales, Strategic Partnerships, Wealth Management, International Business, Advertising, Strategy, Entrepreneurship, Financial Planning
Education
BLOC - UX Designer 2013 — 2014
Web Page, Digital/Multimedia and Information Resources Design
Lynn University 1994 — 1999
Bachelors, Business, Marketing, Finance
Florida Atlantic University
Masters, Graphic Design
J.P. Morgan Asset Management November 2013 - Present
Alliance Data July 2010 - November 2013
Nationwide Insurance November 2008 - June 2010
Nationwide Financial May 2006 - October 2008
Sharp & Tannan Associates April 1999 - April 2000
Modi Xerox now Spice May 1997 - January 1999
Tandon Seth & Co. October 1993 - April 1997
Skills
Internal Audit, Internal Controls, IT Audit, Process Improvement, Sarbanes-Oxley, Financial Analysis, SDLC, Business Continuity, Financial Audits, Accounting, Auditing, Sarbanes-Oxley Act, Enterprise Risk..., Information Technology, Management, Risk Management
Education
Franklin University 2005 — 2007
MBA, Financial Leadership and Management
Nationwide Financial January 1997 - Present
Nathan & Lewis Securities, Inc. October 1989 - January 1997
Integrated Resources Equity Corp. September 1987 - October 1989
Skills
NASD Series 7,24,63 &...
Education
Fordham University 1982 — 1986
Bachelor of Arts (B.A.), Communications
Cardinal Hayes High School 1979 — 1982
Nationwide Insurance November 2011 - Present
Nationwide 2013 - 2015
Nationwide Financial February 2010 - November 2011
Nationwide Insurance July 2008 - February 2010
Nationwide Financial October 2007 - July 2008
Nationwide Insurance March 2007 - October 2007
Nationwide Insurance March 2005 - March 2007
Nationwide Financial March 2001 - March 2005
Skills
Quality Center, User Acceptance Testing, Test Planning, Software Quality..., Test Management, SDLC, QTP, Regression Testing, System Testing, Test Automation, Test Cases, Agile Methodologies, Waterfall, Manual Testing
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Master's degree, Information Systems Management, Summa Cum Laude
DeVry University 1998 — 2001
Bachelor's degree, Accounting, Cum Laude
DeVry University 1998 — 2001
Bachelor's degree, Computer Information Systems, Cum Laude
Lima Technical College 1996 — 1998
Associate's degree, Accounting
Nationwide Financial September 2012 - Present
Nationwide Financial Services December 2010 - September 2012
Nationwide Financial March 2006 - March 2009
Nationwide Financial Services April 2001 - March 2006
Waddell & Reed, Inc. May 1996 - April 2001
Skills
Investments, Lotus Notes, Proposal Writing, Series 6, Business Planning, Retirement Planning, Building Relationships, Research, Sales Process, Licensing, Financial Services, Fixed Annuities, Marketing, Public Speaking, Sales, New Business Development
Education
Franklin University
Financial Planning
The American College
ChFC
Nationwide Financial January 2006 - Present
Skills
Fixed Annuities, Mutual Funds, Series 6, Investments, Retirement Planning, Series 63, Variable Annuities, Asset Allocation, Insurance, Retirement, 401k, IRAs, ETFs, Disability Insurance, FINRA, Alternative Investments, Pensions, Retirement Plan...
Education
Eastern Connecticut State University 1987 — 1991
BA Arts, Psychology; minor Political Science
JPMorgan Chase April 2007 - Present
Nationwide Financial September 1994 - April 2007
Mettler-Toledo International, Inc September 1992 - September 1994
Skills
SDLC, Business Analysis, Enterprise Architecture, Process Improvement, Vendor Management, Requirements Analysis, IT Management, Requirements Gathering, IT Strategy, Agile Methodologies
Education
DeVry University-Ohio 1989 — 1992
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
BMO Global Asset Management April 2013 - Present
Nationwide Financial August 1998 - January 2013
Citicorp Investment Services August 1988 - August 1998
Skills
Mutual Funds, Relationship Management, Key Account Management, Financial Services, Fixed Annuities, 401k, Investments, Separately Managed..., Portfolio Management, Asset Management, Investment Advisory, Life Insurance, Securities, Retirement, Sales Management, Strategic Financial..., Banking, Variable Annuities, Series 7, Series 63, Series 24, Asset Allocation, Retirement Planning, Wealth Management, Financial Planning
Education
Loyola University of Chicago 1992 — 1996
MBA
Eastern Illinois University 1982 — 1986
BS, Finance
University of Dubuque
NiSource July 2015 - Present
Nationwide April 2013 - June 2015
Nationwide February 2008 - April 2013
Nationwide Financial May 2006 - February 2008
Palmetto GBA February 2003 - May 2006
Nationwide Financial October 1999 - February 2003
Skills
Talent Management, Leadership Development, Training, Leadership, Organizational..., Change Management, Strategy, Organizational..., Employee Engagement, Workshop Facilitation, Strategic Planning, Coaching, Performance Improvement, Succession Planning, Workforce Planning, Onboarding, Performance Management, Organizational Design, Executive Development, Diversity & Inclusion, HR Consulting, Curriculum Design, Instructional Design, Staff Development, Business Strategy, Employee Relations, Employee Benefits, Interviews, Building Relationships, Needs Analysis, Training Delivery, Talent Acquisition, Team Effectiveness, Career Development, Executive Coaching, Learning Architecture, Nutritional Counseling
Education
Franklin University 1999 — 2001
MBA, Organizational Management and Leadership
The Ohio State University 1990 — 1996
Humanities - Women's Studies, African-American Women's Literature
Nationwide Financial August 2009 - Present
ING April 2006 - July 2009
ING November 2003 - March 2006
ING November 2000 - February 2003
Skills
•Proficiency with..., Workflow..., Microsoft Office, Leadership, Sales, Investments, Business Analysis, Process Improvement, Risk Management, Financial Analysis, Insurance, Marketing, Series 7, Retirement Planning, Mutual Funds
Education
Excelsior College 2010 — 2013
Master's Degree, Liberal Studies, 4.0
College of Saint Rose 1987 — 1991
Bachelor's Degree, History and Political Science and a minor in Public Communication, 3.0
Nationwide Financial January 2014 - Present
Nationwide Financial April 2003 - January 2014
Skills
Fixed Annuities
Education
Ohio University
Master of Business Administration (M.B.A.), Economics
Franklin University
Bachelor of Business Administration (B.B.A.)
Needham Business Consulting April 2008 - Present
Small Business Trendsetters Magazine February 2014 - Present
First Sun Consulting, LLC- Outplacement Services 2008 - 2011
Nationwide Financial 2007 - 2007
JPMorgan Chase Bank 2003 - 2006
JPMorgan Chase Bank 1996 - 2003
Skills
Marketing Strategy, Entrepreneurship, Strategy, Management Consulting, Social Media Marketing, Business Strategy, Marketing, Business Development, Strategic Planning, New Business Development, Training, Online Journalism, Leadership, Coaching, Small Business Marketing, Mentoring, Business Planning, Book marketing, Public Speaking, Business Coaching, Project Management, Management, Project Planning
Education
Franklin University 2000 — 2004
BS, Bus Administration and HR
University of Colorado 2001 — 2003
Project Management Certification
Nationwide Financial April 2015 - Present
Nationwide Financial November 2005 - April 2015
Nationwide Financial March 2000 - November 2005
Nationwide Financial June 1998 - March 2000
Nationwide Financial May 1995 - June 1998
Nationwide Financial July 1992 - May 1995
American Express Financial Advisors February 1990 - July 1992
Skills
Competitive Analysis, Sales Management, Project Management, Relationship Management, Mutual Funds, Positioning, Vendor Management, Process Improvement, Analysis, Strategic Planning, Marketing, Product Development, Sales, Business Development, Financial Services, Fixed Annuities, Leadership, Financial Planning, Retirement Planning, Investments, Consulting
Education
Franklin University 1994 — 1998
Bachelors, Finance
Netsmart Technologies May 2013 - Present
Outfit X 2004 - Present
Apptical Corp September 2010 - May 2013
Great American Financial Resources August 2006 - September 2010
Nationwide Financial July 1996 - January 2006
Skills
SDLC, Business Analysis, Insurance, Process Improvement, Business Intelligence, Microsoft SQL Server, Requirements Gathering, Agile Methodologies, Vendor Management, SQL, Software Development, Data Modeling, Enterprise Architecture, Project Management, Solution Architecture, Visio, SOA
Education
Franklin University 1998 — 2000
Masters, Business Administration
Marietta College 1992 — 1996
BS, Mathematics
INSPIRATION TAX AND FINANCIAL SERVICES May 2006 - Present
Nationwide Financial June 2004 - April 2006
1717 CAPITAL MANAGEMENT CO. SUB OF PROVIDENT MUTUAL/NATIONWIDE January 1986 - June 2004
PHILADELPHIA NAVAL SHIPYARD January 1985 - January 1986
JOHN ALLEN DILL, CPA FIRM April 1984 - December 1984
TEXACO, INC. June 1979 - August 1983
Skills
SAFE AND SECURE..., INCOME TAX PREPARATION, LIFE INSURANCE, FIXED INDEX ANNUITIES, FIXED ANNUITIES, IMMEDIATE ANNUITIES, FINANCIAL SERVICES, BUDGETING, Accounting, FINANCIAL REPORTING, IRA/401K ROLLOVER..., Licensed Life Insurance..., REGISTERED TAX RETURN..., Tax Preparation, Retirement, Retirement Planning, Radio Host, Fixed Annuities, Financial Services, 401k, Financial Reporting, Finance, Budgets, Radio, Rollovers, IRAs, Portfolio Management, Outlook, Life Insurance, Investments, Indexed Annuities, Small Business, Insurance, Roth IRA, Variable Annuities, Financial Advisory, Strategic Financial..., Series 63, Strategic Planning, Financial Planners, Series 6
Education
Drexel University - College of Business and Administration 1973 — 1978
Bachelor of Science (BS), Business Administration, Accounting
ST. THOMAS MORE, HS 1969 — 1973
SAINT DONATO
Nationwide Financial April 2012 - Present
Northern Trust September 2003 - April 2012
Prudential Investments January 1997 - September 2003
Skills
Investments, Investment Management, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Asset Management, Securities, Investment Strategies, Investment Advisory, Equities, Portfolio Management, Fixed Income, ETFs, Retirement Planning, Hedge Funds, Series 65, Financial Services
Education
Penn State University 1988 — 1990
B.A., Politcal Science
Fordham University 1986 — 1987
Valley Forge Military Academy & College 1985 — 1986
Nationwide Financial January 2015 - Present
Stonewall Columbus, Inc. December 2012 - February 2015
Nationwide Financial March 2006 - January 2015
Alliance Data 2003 - 2006
Skills
Retirement Planning, Mutual Funds, Financial Services, Retirement, Investments, Insurance, Business Analysis, Wealth Management, Fixed Annuities, Strategic Financial..., Risk Management, Pensions, Life Insurance, Leadership, Sales, Process Improvement, Financial Planning, Series 6
Education
The American College
ChFC
Franklin University
Business Administration, Management and Operations
Lowe's Home Improvement December 2013 - Present
Nationwide Financial April 2010 - November 2013
Nationwide Financial April 2006 - March 2010
Nationwide Financial August 2002 - March 2006
Nationwide Financial December 1999 - July 2002
Skills
Quality Management, Quality Control, Quality Center, Team Management, Testing, Talent Management, Defect Life Cycle, Release Management, Incident Reporting, SDLC
Education
DeVry University-Ohio 2003 — 2003
Bachelor's degree, Computer Information Systems
Nationwide Insurance November 2014 - Present
Nationwide Insurance 2013 - Present
Nationwide Financial October 2011 - October 2013
Skills
Insurance, Underwriting, Financial Analysis, Risk Management, Banking, Credit, Process Improvement, Financial Risk, Loans, Finance, Relationship Management, Customer Service, Mortgage Lending, Call Centers, Consumer Lending
Education
Drake University
Bachelor of Arts (BA), Sociology and Anthropology
Iowa State University
Booz Allen Hamilton June 2010 - Present
UBS Wealth Management July 2008 - July 2010
Morgan Stanley April 2007 - June 2008
JP Morgan Chase 2004 - 2007
Nationwide Financial 1999 - 2004
Honda of America Mfg., Inc. 1998 - 1999
Skills
IT Strategy, Enterprise Architecture, Solution Architecture, Software Design, IT Portfolio Management, Cloud Computing, SOA, Mobile Strategy, Finance Market, Project Management, Process Improvement, Agile Methodologies, Strategic Planning, Management Consulting, Business Process..., IT Portfolio, Leadership, Vendor Management, Business Transformation, Program Management, Project Portfolio..., Business Process..., Software Development
Education
Franklin University 2000 — 2002
M.S, Computer Science
Nationwide Insurance December 2011 - Present
Nationwide Financial March 2010 - December 2011
Central Community House April 2005 - April 2011
Nationwide Financial Services January 2009 - March 2010
Nationwide Financial November 2006 - December 2008
Nationwide Insurance May 2006 - November 2006
Nationwide Financial March 2004 - May 2006
Nationwide Financial March 2000 - March 2002
Skills
Business Performance..., Project Management, Change Management, Operational Efficiency, Cross-functional Team..., Six Sigma, Team Building, Management, Process Improvement, Customer Service, Risk Management, Team Leadership, Business Analysis, Coaching, Continuous Improvement, Leadership, Training, Program Management, Business Strategy, Strategy, Strategic Planning, Human Resources, Budgets, Analytics, Call Centers, Vendor Management, Insurance, Business Process..., Sourcing, Finance, Policy, Analysis, Operational Excellence, New Business Development, Project Portfolio..., Organizational..., Performance Management, Operations Management, Customer Experience, Executive Management, Leadership Development, Management Consulting, Process Management, Business Process, Business Planning, CRM, Financial Services, IT Strategy, Visio, SDLC
Education
Franklin University 2006 — 2008
Masters of Business Administration
Franklin University 2001 — 2006
Bachelor of Business Administration
Nationwide Financial October 2007 - Present
Nationwide Insurance January 2000 - October 2007
BISYS Fund Services 1996 - 1998
Skills
Series 7, CLU, Insurance, Securities, Annuities, Sales Management, Mutual Funds, Retirement Planning, Retirement, Coaching, IRA's, Financial Planning, Financial Advisory, Investments, Cross Selling, Annuity, Wealth Transfer, Portfolio Management, 401k, Series 66, Series 24, IAR, ChFC, Fixed Annuities
Education
The American College 2005 — 2011
CLU / ChFC, Insurance
Wilmington University 1990 — 1994
Bachelor, Finance/Banking
Fairmont State University 1985 — 1986
Banking & Finance
LyonShare Marketing 2005 - Present
Nationwide Financial 2000 - 2005
Grant Advertising 1996 - 2000
JRL Advertising 1995 - 1996
Skills
Advertising, Newsletters, Public Relations, Marketing Communications, Direct Mail, Research, Marketing, Brochures, Press Releases, B2B, Corporate Communications, Strategic Communications, Editing, Event Management, Sales, Illustrator
Education
Dickinson College 1991 — 1995
East High School
Proactive Wealth Strategies March 2005 - Present
Nationwide Financial January 2000 - March 2005
Conner Partners April 1990 - January 2005
The Fortune Group International January 1985 - March 1990
Education
Eastern Michigan University 1968 — 1972
BS, Speech
Richard Young Associates, Ltd. May 2014 - Present
The Hismen Group, LLC November 2005 - Present
BigEventSlides.com February 2010 - September 2013
Nationwide Financial April 2004 - May 2005
Horace Mann October 2001 - April 2004
Skills
Financial Analysis, Budgeting, New Business Development, Customer Service, Leadership, Strategic Planning, Budgets, Marketing, Investments, Sales, Management, Event Planning, Start-ups, Business Development, Finance, Team Building, Public Speaking, Advertising
Education
Emmanuel College 1995 — 2000
BS, Social Science/English - Education
Nationwide Financial November 2007 - Present
Prudential Financial June 2000 - November 2007
Education
The University of Georgia 1999 — 2000
MBA, Investments / Insurance
Fordham University 1989 — 1993
BS, Finance / Economics
Our Lady of Lourdes
Learning Circle Education Services August 2013 - Present
Nationwide Insurance August 2012 - August 2013
Nationwide Insurance September 2007 - August 2012
Nationwide Financial January 2006 - September 2007
Nationwide Financial February 2004 - January 2006
Skills
Analytics, SQL, Process Improvement..., Architecture, Financial Analysis, Financial Reporting, Reporting & Analysis, Decision Analysis, Business Intelligence, Thinking Outside The Box, Requirements Analysis, Analysis, WebFOCUS, Vendor Management, Integration, Process Improvement, SDLC
Education
The Ohio State University 2013 — 2014
Master's degree, Business Operational Excellence & Lean Six Sigma Black Belt
Franklin University 2006 — 2009
BS, Accounting and Business Administration
University of Phoenix 2004 — 2006
BS, Information Technology
Miami University 2001 — 2003
Management Information Systems
Eaton High School 1994 — 1998
Nationwide Financial August 2013 - June 2015
MassMutual Financial Group 2012 - 2013
Lincoln Financial Group October 2006 - March 2012
Vanguard June 2005 - October 2006
Vanguard February 2004 - June 2005
Trump Entertainment Resorts June 2002 - September 2003
Pittsburgh Penguins September 2000 - April 2002
Skills
Retirement Planning, Mutual Funds, Sales, Relationship Management, Investments, Insurance, Employee Benefits, Pensions, 401k, Defined Contribution, Marketing, Strategic Financial..., Defined Benefit, Business Development, Broker-Dealer, Benefits Administration, 457 Plans, 403 b, Financial Planning
Education
Duquesne University 2000 — 2004
Bachelor’s Degree, Finance, General
Williamstown High School 1993 — 1997
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nationwide Financial September 2005 - Present
Skills
Strategic Financial..., Sales Performance..., Expense Budget..., Financial Reporting, Reporting & Analysis, Process Improvement, Analytical Skills, MOS Certification in..., Microsoft Office 2010, Financial Planning, Microsoft Office, Insurance, Financial Services
Education
Franklin University 2015 — 2018
Bachelor's degree, Management Information Systems, General
Nationwide Financial June 2014 - Present
Nationwide Insurance May 2013 - May 2014
Nationwide Insurance July 2012 - May 2013
The Ohio State University September 2011 - April 2013
Ohio State Bar Association August 2012 - December 2012
Skills
Technical Writing, Copywriting, Scientific Writing, Policy Writing, Grant Writing, Software Documentation, SQL, Java, Object Oriented Design, Agile Methodologies, SharePoint, Tutoring
Education
The Ohio State University 2009 — 2013
Bachelor of Arts (B.A.), English; Minor in Professional Writing
Franklin University
Java Certification Program
Nationwide Financial November 2009 - Present
Wadada Sunrises Ltd. June 2007 - Present
TD Browne, Inc. June 1998 - Present
Merrill Lynch 2008 - 2009
Countrywide Bank September 2007 - January 2008
Countrywide Bank September 2007 - January 2008
Citicorp January 1989 - May 2006
BISYS Fund Services 2004 - 2005
BISYS June 2004 - December 2004
Donahue Securities Liquidation March 2001 - September 2003
Skills
Mutual Funds, Financial Services
Education
Fordham University 1990 — 1994
Grange Insurance December 2012 - Present
Farmers Insurance August 2012 - June 2014
Nationwide Financial 2006 - 2012
Citi January 1999 - August 2006
Skills
Accounting, Financial Analysis, Insurance, Customer Service, Process Improvement, Finance, Financial Reporting, Forecasting, Budgets, Managerial Finance, Leadership, Auditing, Analysis, General Ledger
Education
Franklin University 2004 — 2006
Master of Business Administration (M.B.A.), Finance and Financial Management Services
DeVry University 1997 — 1999
Bachelors in Accounting, Accounting and Finance
The Ohio State University 1992 — 1994
Accounting
MetLife June 2014 - Present
MetLife December 2013 - June 2014
Prudential Financial January 2013 - December 2013
The Hartford March 2012 - January 2013
The Hartford December 2004 - March 2012
Association of Home Office Underwriters (AHOU) 2010 - 2012
Nationwide Financial 1992 - 2004
Skills
Underwriting, Operations Management, Life Insurance, Variable Life, Insurance, Financial Services, Term Life Insurance, Reinsurance, Series 6, Retirement Planning, Management, Retirement, Risk Management
Education
Franklin University 1991 — 1993
Bachelors of Science, Business Administration
Thermo Fisher Scientific January 2015 - Present
Thermo Fisher Scientific November 2006 - December 2014
Corporation Service Company April 2003 - November 2006
Nationwide Financial March 2001 - April 2003
TNCI July 2000 - March 2001
SmithKline Beecham January 1998 - June 2000
ISCG July 1996 - January 1998
Skills
Software Development, Team Leadership, Quality Assurance, Management Consulting, Non-profits, Business Analysis, Leadership, Process Improvement, Project Management, Product Development, Nonprofits, Cross-functional Team..., Business Intelligence, Management, Entrepreneurship, Requirements Analysis, Program Management, Integration, Start-ups, Business Process, Consulting, Software Documentation, Software Project..., Strategy, SDLC, Team Building, Product Management, Scrum, Enterprise Software, Agile Methodologies, Strategic Planning, Business Development, Life Sciences, PMP, Vendor Management
Education
Drexel University 2012 — 2014
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship
Drexel University 2001 — 2003
Master's Degree, IS
University of Delaware 1992 — 1996
Bachelor's Degree, Business Administration
RAWCUS Marketing + January 2012 - Present
CenturyLink January 2013 - Present
CenturyLink August 2007 - December 2012
Nationwide Financial August 2006 - May 2007
Mt Carmel East Hospital 2004 - 2004
OHIO ACEP 2001 - 2003
Bank One Academy 2002 - 2002
Skills
Marketing Strategy, Project Management, Marketing, Proposal Writing, Outlook, Sales, Customer Service, Account Management, Contract Negotiation, Microsoft Office, Budget, Strategic Marketing..., Business Strategy, Market Entry, Market Assessments, Brand Awareness, Advertising, Public Relations, Reputation Management, Customer Retention, Sales Management, Management, Strategic Planning, New Business Development, B2B, Budgets, Event Planning, Small Business, Customer Satisfaction
Education
Franklin University 2007 — 2011
Dual Bachelors, Marketing; Business Administration
Olentangy High School 1999 — 2002
Diploma
Franklin University
FedEx Office October 2010 - Present
Garden Image Landscape Design and Imaging September 2009 - Present
Earth Graphics September 2009 - December 2012
City of Dublin Horticulture (Parks & Rec) September 2010 - November 2010
Nationwide Retirement Solutions March 2005 - April 2008
Nationwide Financial January 2000 - October 2005
Aid Association for Lutherans January 1996 - December 1999
Aid Association For Lutherans January 1986 - December 1995
Skills
Landscape Design, Retirement Planning, Insurance, Training, Investments, Garden, Landscaping, Sales, Project Planning, Landscape Maintenance, Risk Management, Customer Service, Financial Services, Sales Management, Disability Insurance, Underwriting, Strategic Planning, Team Building, Retirement, Small Business
Education
Franklin University 2001 — 2004
Marketing
The Ohio State University
Landscape Architecture
Private 2012 - Present
Nationwide Financial May 2004 - May 2012
NSLLC May 2004 - January 2011
Skills
Compliance Management, Financial Management, Motivational speaker, Auditing, Investments, Series 24, Risk Management, Financial Risk, Series 65, Securities, Banking, FINRA, AML, Series 63, Insurance, Series 7, Series 6, Fixed Annuities, Retirement Planning, Mutual Funds, Policy, Investment Advisory, Financial Services, Motivational Speaking, Alternative Investments, Variable Annuities, Investment Management, Managerial Finance, Leadership, Microsoft Office, Public Speaking
Education
University of Phoenix 2007 — 2009
MBA, Business Management
Eckerd College
BA with Honors, Business Management and Finance
Marion-Franklin
Nationwide Financial July 2009 - Present
Countrywide Home Loans May 1999 - August 2005
Skills
Claims Management, General Insurance, Property & Casualty...
Education
Fordham University 1995 — 1999
Bachelor of Science (BS), Marketing
Nationwide Financial May 2014 - Present
Affinion Group October 2011 - February 2014
Affinion Group April 2009 - November 2011
Affinion Group May 2007 - April 2009
Affinion Group July 2006 - May 2007
International Society of Performance Improvement, Ohio Heartland Chapter 2006 - 2007
Wendy's International January 2006 - June 2006
Babbage Simmel July 2003 - December 2005
Babbage Simmel 2003 - 2005
Nisource Inc. June 2001 - July 2003
Skills
Process Improvement, Quality Assurance, Team Leadership, Virtual Teams, Release Management, Organizational Change, Software Project..., Program Management, Agile Testing, Department Budgeting, IT Operations, Conflict Management, Negotiation, Presentation Development, Strategic Thinking, Human Performance, Strategic Human..., IT Service Management, IT Transformation, Offshore Resource..., Change Management, Testing, Project Management, Vendor Management, SDLC, Leadership, Business Analysis, Project Planning, PMP, Budgets, Analysis, Management, Training, Business Process, Software Development, Resource Management, Enterprise Software, Agile Methodologies, Software Documentation, Integration, Strategy, Requirements Gathering, Enterprise Architecture, Employee Training, Cross-functional Team..., Business Process..., ITIL, Consulting, Requirements Analysis
Education
The Ohio State University Fisher College of Business 2005 — 2008
MLHR, Labor and Human Resources
Dickinson College 1989 — 1993
BA, American Studies
Columbus School for Girls 1985 — 1989
Nationwide Financial February 2015 - Present
UNICON International 2015 - 2015
Skills
SQL, Informatica, Java, PL/SQL, Toad, Oracle Reports, Shell Scripting, J2EE Web Services, ESP, Unix, Eclipse, Struts, Spring MVC, Software Requirements, Microsoft SQL Server, NetBeans, MySQL, C++, PhpMyAdmin, Oracle Forms, C++ Language, Software Project..., Oracle
Education
Fairfield University 2013 — 2014
Master of Science (M.S.), Computer Software Engineering, 3.4
Osmania University 2007 — 2011
Bachelor of Engineering (B.E.), Computer Science
Nationwide Financial Network March 1998 - Present
Nationwide Financial 1998 - 2011
Nationwide Insurance 1998 - 2011
Skills
Retirement, Fixed Annuities, Estate Planning, Series 6, Insurance, Property & Casualty..., Series 24, Wealth Management, Life Insurance, Commercial Insurance, Financial Planners, Casualty, Series 63, IRAs, Uniform Combined State..., Investment Advisory, Investments, Series 65, Disability Insurance, Strategic Financial..., Employee Benefits, Health Insurance, Mutual Funds, Financial Planning, Long-term Care, Retirement Planning, Underwriting, Financial Advisory, Series 7, Term Life Insurance
Education
Duquesne University
Executive Certificate in Financial Planning
Geneva College
BS, Human Resources
Nationwide Financial March 2008 - Present
Nationwide Financial September 2006 - March 2008
Nationwide Financial September 2003 - September 2006
Education
Columbus State Community College 2008 — 2009
ABA Approved, Post Bachlorette Paralegal
Franklin University 2004 — 2007
Bachelors Degree, Major Business Administration, Minor Marketing
Merrill Corporation January 2011 - Present
United States Armed Foces August 1990 - July 2012
Ohio Army National Guard April 2009 - January 2011
Ohio Army National Guard April 2008 - April 2009
Nationwide Insurance November 2006 - April 2008
Ohio Army National Guard September 2005 - November 2006
Nationwide Financial November 1999 - September 2005
Skills
Project Planning, Process Improvement, Visio, Project Management, Team Building, Operations Management, Change Management, Budget, Business Process..., Insurance, Project Portfolio..., Cross-functional Team..., Leadership, Management, Integration, Troubleshooting, Business Process, SDLC, SharePoint, New Business Development, Requirements Analysis, Testing, Requirements Gathering, Account Management, Product Management, Training, Microsoft Excel, Software Documentation
Education
Franklin University 2003 — 2004
MBA, Finance Focus, 3.75
The Ohio State University - The Max M. Fisher College of Business 1998 — 2001
BA, Finance
Nationwide Insurance May 2011 - Present
Nationwide Insurance December 2009 - May 2011
Nationwide Insurance September 2005 - December 2009
Nationwide Financial August 2000 - August 2005
Nationwide April 1998 - August 2000
Skills
Team Management, Team Building, Internal Communications, Website Development, Strategic Communications, Strategic Planning, Web Content Management, Content Management, Web Content, Social Media, Information Architecture, Copywriting, Editing, Newsletters, Communication Training, Marketing
Education
Franklin University 1994 — 2001
B.S in Applied Communication
The Ohio State University 1974 — 1976
English
Nationwide Financial
Skills
Pensions, Mediation, Relationship Management, Public Speaking, Leadership, Bankruptcy, Legal Research, Financial Services, Alternative Dispute..., Financial Analysis, Motivational Speaking, Project Management, Lobbying, Insurance, Strategic Planning, Forecasting, Finance, Training, Strategic Financial..., Data Analysis, Retirement Planning, Risk Management, Retirement, Research, Team Building, Investments, Business Development, Project Planning, Securities, Team Leadership, Vendor Management, Marketing Strategy, Marketing, Management, Budgets, Coaching, Market Research, Estate Planning, Financial Planning
Education
Southern University Law Center
Juris Doctorate
LSU Shreveport
MBA, Finance
Dillard University
BS, Math & Physics
Grambling State University
Nationwide Financial November 2010 - Present
Dave Ramsey March 2015 - Present
Skills
401k, Investments, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Series 6, Life Insurance, IRAs, Strategic Financial..., Wealth Management, Disability Insurance, Long-term Care, Estate Planning, Securities, Variable Annuities, Series 63, Term Life Insurance, Financial Advisory, Financial Analysis, Portfolio Management, Investment Strategies, Asset Management, Asset Allocation, Insurance, Wealth Accumulation, Roth IRA, 401k Rollovers, Financial Services, Qualified Retirement..., Personal Financial..., Whole Life, Life, Wealth Management..., Universal Life, Permanent Life Insurance, Licensed Life, Financial Goals
Education
Florida Atlantic University
Bachelor of Arts (B.A.), Communication and Media Studies
Nationwide Financial February 2013 - Present
Empower (Formerly Great-West Financial) July 2011 - February 2013
Lincoln financial group August 2008 - August 2009
Lincoln Financial Group August 2007 - August 2008
Skills
Financial Services, Investments, Securities, Microsoft Excel, Strategic Planning, Business Strategy, Organization Skills, Project Planning, Oral Communication, Written Communication, Problem Solving, Regulatory Compliance, Presentation Development, Presentation Skills, Skilled Multi-tasker, Analysis, Research, Client Relations, Negotiation, Employee Training, Customer Service..., Business Development, Sales, Retirement Planning, Customer Service, Series 6, Series 63, Series 65, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Finance
Education
Duke University 2003 — 2007
B.A, Political Science
Vertex Systems, Inc. February 2015 - Present
Caretaker of Elderly Parent October 2013 - May 2014
IBM January 2012 - July 2013
IBM October 2010 - January 2012
Sterling Commerce an AT&T company August 2008 - October 2010
Nationwide Insurance May 2005 - April 2008
Nationwide Insurance July 1999 - May 2005
Nationwide Financial June 1998 - July 1999
Nationwide Better Health March 1994 - June 1998
Skills
Project Management, Strategy, Marketing Strategy, Internal Communications, Process Improvement, Go-to-market Strategy, Copywriting, Integrated Marketing..., Marketing & Sales..., Content Management, Marketing Communications, Integrated Marketing, Cross-functional Team..., Intranet Strategy, Event Planning, B2C marketing, B2B Marketing Strategy, CRM, Enterprise Software, Marketing
Education
Franklin University 2014 — 2015
Master's Degree, Marketing Communications, 3.9
Franklin University 2003 — 2005
MBA, Business, 3.8
Franklin University 1989 — 1995
Bachelor, Marketing, Magna Cum Laude
PMP Certification (inactive) - PMI 2005 — 2010
Rodan + Fields September 2015 - Present
Nationwide Financial April 2014 - Present
Nationwide Financial February 2008 - April 2014
Everest Technologies, Inc 2007 - 2008
Ann Taylor 2004 - 2008
Skills
Fixed Annuities, Series 6, Series 7, Mutual Funds, Sales, Series 63, Employee Benefits, Insurance, Leadership, Customer Service, Process Improvement, Variable Annuities,..., Leadership Development, Coaching, Retirement Planning, Operations Management, Process Design, Big Picture View
Education
Franklin University
B.S., Business/Marketing
Nationwide Financial October 2012 - Present
Nationwide Insurance May 2010 - October 2012
Skills
Customer Service, Customer Satisfaction, Customer Experience, Property & Casualty..., Insurance, Series 6, Financial Markets, Suitability Analysis, Finance, Retirement Planning, Financial Risk, Self-motivated Team..., Positive Team Player, Leadership, Investments, Mutual Funds, Bonds, Stocks, Goal Oriented, Goal-driven leader, Microsoft Excel, PowerPoint, Microsoft Office, Building Relationships, Retirement, Financial Services, FINRA, Lotus Notes, Asset Allocation, Call Centers
Education
Franklin University 2010 — 2015
Business Administration and Management, General, 3.7
Mifflin High School 1998 — 2002
Diploma, college prep
Nationwide Financial April 2010 - Present
New York Life Insurance Company February 2009 - November 2009
Genworth Financial November 2004 - February 2009
Liberty Financial/IFMG March 2003 - October 2004
Invesco/Aim February 1999 - March 2003
Liberty Financial: Independent Financial Marketing Group January 1993 - January 1999
Liberty Financial/Keyport Life/IFMG January 1993 - January 1999
Cigna Financial Services January 1988 - January 1992
Finkle and Company January 1982 - January 1988
Skills
Annuities, Retirement Income..., Retirement Planning, Annuity, Mutual Funds, Financial Advisory, Investment Advisory, Financial Planning, Variable Annuities, Fixed Annuities, Series 24, Asset Allocation, Financial Services, Wealth Management..., Retirement, Investment Management, Long Term Care Insurance, Fixed Income, Series 63, 401k, Strategic Financial..., Separately Managed..., Series 7, Retirement Plan..., Long-term Care, Investment Strategies, ETFs, Estate Planning, Life Insurance, Investments, Wealth, Pensions, Wealth Accumulation, Sales, Banking, Term Life Insurance, Series 65, Alternative Investments, IRAs, Bonds, Sales Operations, 401k Rollovers, Securities, Financial Markets, Series 6, Equities, Financial Planners, Insurance, Uniform Combined State..., Disability Insurance
Education
Fairleigh Dickinson University 1978 — 1982
BS, Accounting
Fairleigh Dickinson University 1978 — 1982
BS, Accounting
PNC Wealth Management 2011 - 2015
Nationwide Financial 2006 - 2011
Snow Capital Management L.P. 2004 - 2006
Mid Atlantic Capital Group, Inc. 2000 - 2004
Skills
Investments, Retirement, Strategy, Consulting, Wealth Management, Financial Services, Portfolio Management, Retirement Planning, Financial Planning, Product Development, Product Management, Alternative Investments, Asset Management, Securities, Equities, Mutual Funds
Education
Duquesne University
B.S.B.A
The University of Chicago
Trenam July 2015 - Present
Smith, Gambrell & Russell, LLP May 2014 - July 2015
Nationwide Financial November 2012 - May 2014
Law Office of Krista Fogleman 2012 - 2012
Skills
Legal Research, Corporate Law, Tax Law, Legal Writing, Litigation, Financial Analysis, Tax, Legal Assistance, Wills, Appeals, Trials
Education
Georgetown University Law Center 2011 — 2012
LL.M. in Taxation, Certificate in Employee Benefits
Florida Coastal School of Law 2008 — 2011
JD, Law
Miami University 2001 — 2004
B.S. in Business, Finance
First Data Corporation February 2014 - Present
Nationwide Financial September 2013 - February 2014
Bank of America January 2012 - September 2013
IBM November 2005 - December 2011
Skills
SOA, Technology Strategy, IBM BPM, Websphere, Agile Methodologies, WebSphere Process Server, WebSphere Integration..., Web Services, WODM, ILOG, Websphere Business..., Java, Scrum, WebSphere ESB, Agile, Enterprise Architecture
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA)
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2005
Bachelor of Engineering (BE), Electrical Engineering
AXA Financial Advisors August 2015 - Present
Tailored Management July 2014 - May 2015
Various Companies 1986 - 2015
Grange Insurance January 2014 - June 2014
Nationwide Financial October 2009 - November 2013
Met Life October 2008 - May 2009
None October 2008 - October 2008
Nationwide Insurance August 1986 - 2008
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Series 6, Investment Advisory, Mutual Funds, Strategic Financial..., Financial Services, Insurance, 401k, Underwriting, Uniform Combined State..., Series 63, Estate Planning, FINRA, General Insurance, Series 7, Securities, Retirement, Series 24, Investments, IRAs, Variable Annuities, Asset Allocation, Pensions, Term Life Insurance, Relationship Management, Variable Life, ChFC, Universal Life, Personal Financial..., Qualified Retirement..., Financial Planners, Human Resources, On-site Services, On-site Staffing, Life & Health Insurance..., human resource
Education
Franklin University 2003 — 2007
Bachelors, Financial Management
Southeast Career Center, Insurance 1986 — 1987
General Education, Insurance
Nationwide Mutual November 2010 - Present
Nationwide Specialty Insurance September 2006 - November 2010
Associate Vice President January 2004 - September 2006
Nationwide Financial January 2001 - January 2004
Nationwide Financial September 1998 - January 2001
Skills
Insurance, Property & Casualty..., Commercial Insurance, Casualty, Strategic Planning, Underwriting, Health Insurance, Process Improvement, Coaching, Leadership Development, General Insurance, Performance Management, Life Insurance, Sales Operations, Operations Management, Casualty Insurance, Leadership, Sales, Strategy, Risk Management
Education
The American College 1998 — 2001
Chartered Life Underwriter (CLU), Insurance
University of Dayton 1990 — 1993
MBA, Business
Franklin University 1987 — 1990
Bachelor of Science (B.S.), Marketing
Nationwide March 2014 - Present
Nationwide April 2006 - February 2014
AIM Investment Management March 2000 - December 2005
Nationwide Financial April 1997 - December 1999
Nationwide Financial January 1995 - April 1997
Nationwide Financial January 1989 - December 1994
Skills
Team Leadership, Relationship Management, Coaching, Mentoring, Financial Services, Series 6, series 26, Strategic Planning, Business Strategy, New Business Development, Strategic Partnerships, People Development, Variable Annuities, Fixed Annuities, Life Insurance, private sector..., Mutual Funds, ChFC, CLU, Sales Management
Education
Earlham College 1978 — 1982
Bachelor's degree, Political Science and Government
Nationwide Financial April 2013 - March 2014
Nationwide Insurance 2011 - 2014
Nationwide Financial October 2011 - March 2013
Nationwide Financial May 2011 - October 2011
Panera Bread May 2007 - May 2011
Skills
Project Planning, Project Management, SharePoint, Microsoft Excel, Clarity, Lean Management, Agile Project Management, MS Excel Pivot Tables, Iterative Methodologies, Netezza, Leadership, Requirements Gathering, Visio
Education
Eastern Michigan University 2006 — 2010
Technology Management, A focus in Computer Science, Math and Chemistry
St. John's Jesuit HS 2002 — 2006
Alliance Data November 2014 - Present
Alliance Data November 2013 - November 2014
Diversified Business Management January 2013 - November 2013
Auditor of State - Ohio 2011 - January 2013
Nationwide Financial 2004 - 2011
Nationwide Financial 2007 - 2010
Nationwide Financial Network 1999 - 2003
Ohio Air National Guard 1992 - 2000
GatesMcDonald 1997 - 1999
Skills
Risk Management, Strategy, Process Improvement, Forecasting, Analysis, Management Consulting, Leadership, Managerial Finance, Business Strategy, Budgets, Management, Finance, Six Sigma, Internal Audit, Business Development, Mergers & Acquisitions, Strategic Financial..., Investments, Portfolio Management, Marketing, Financial Analysis, Business Analysis, CRM, Strategic Planning, Project Management, Sales, Team Building, Marketing Strategy, Customer Service, Consulting, Cross-functional Team..., Analytics, Financial Services, Account Management, Financial Modeling
Education
Franklin University 2008 — 2010
MBA, Economics, Strategy
Franklin University
BS, Finance
Teays Valley
The American College
ChFC, Financial Planning
Nationwide Financial October 2011 - Present
Elemental Blue 2014 - Present
Skills
Project Management, Direct Marketing, Interactive Marketing, Relationship Management, Marketing Communications, Strategic Planning, Cross-functional Team..., Staff Development, Marketing Strategy, Marketing, Competitive Analysis, B2B, Advertising, Market Planning, Email Marketing, Integrated Marketing, Strategy, Financial Services, Leadership, Process Improvement, Management
Education
Franklin University 2000 — 2002
Master's
The Ohio State University 1993 — 1997
B.A.
Lane Community College December 2006 - Present
CruiseOne December 2003 - Present
On & On Inc. March 2005 - Present
Good Clean Love, Inc. August 2008 - June 2011
Many Successful Ventures 1984 - 2009
Standard Register 2000 - 2002
Nationwide Financial February 1999 - August 2000
Wizards of the Coast 1985 - 1999
Skills
Educational Leadership, Business Planning, Business Process..., Small Business, Bookkeeping, Business Development, Travel, Leadership, Marketing Strategy, Marketing, Sales Management, Sales, Team Building, Curriculum Development, Customer Service, Working Capital..., Advisory Boards, Convention Services, Negotiation, Project Management, Six Sigma, Executive Coaching, Business Coaching, Human Resources, Public Speaking, Public Relations, Strategic Planning, Personnel Management, Interviews, Event Management, Management Consulting, Spreadsheets, Trusted, Staff Development, Networking, New Business Development, Entrepreneurship, Business Strategy, Management, Social Networking, Team Leadership, Coaching, Fundraising, Analysis, Project Planning, Training, Strategy, Event Planning, Social Media Marketing, Adult Education
Education
Franklin University 1998 — 2003
MBA
Kent State University 1984 — 1988
Nationwide Financial 2004 - Present
Dell Services August 1996 - Present
CSX Technology December 1994 - August 1996
IBM Corp May 1993 - December 1994
IBM Corp January 1992 - April 1993
Skills
Enterprise Architecture, Agile Methodologies, Requirements Analysis, SDLC, SOA, Solution Architecture, Scrum, Business Analysis, IT Strategy, Integration, Java Enterprise Edition, Software Project..., Web Services, Unix, Oracle, Software Development, Data Modeling
Education
Florida Atlantic University 1991 — 1994
Masters, Computer Engineering
Koneru Lakshmaiah College of Engineering 1986 — 1990
B. Tech, Electronics and Communications Engineering
Andhra Loyola College 1984 — 1986
Intermediate, Maths, Physics, Chemistry
St. Johns Hr. Sec.School 1981 — 1984
10th, Math, Biology, Physics, Chemistry
Nationwide Insurance July 2015 - Present
Nationwide Insurance June 2013 - Present
Nationwide Insurance April 2011 - June 2013
Nationwide Financial July 2009 - April 2011
Kraft Foods May 2008 - August 2008
Synovate December 2001 - July 2007
New Dana Perfumes January 2001 - December 2001
Skills
Cross-functional Team..., Multi-cultural Marketing, Consumer Insights, Marketing Strategy, Brand Management, Project Management, Customer Insight, Market Research, Market Analysis, Multicultural Marketing, Competitive Analysis, Marketing Research, Segmentation, Digital Marketing, Strategy, Marketing Management, Marketing, Advertising, Analytics, Leadership
Education
Emory University - Goizueta Business School 2007 — 2009
MBA, Marketing
Duke University 1996 — 2000
BA, Spanish Studies, Economics
Nationwide September 2005 - Present
Nationwide Financial July 2003 - September 2005
Nationwide Financial August 2000 - July 2003
Education
Franklin University 1997 — 2001
BS, Applied Communications
The Ohio State University 1974 — 1976
English
Nationwide Financial August 2013 - Present
Nationwide Financial October 2011 - August 2013
Nationwide Financial October 2010 - October 2011
Sogeti September 2009 - October 2010
Skills
Testing, Requirements Gathering, Test Planning, Business Requirements, Requirements Analysis, Agile Methodologies, Budgeting, Budgets, Thought Leadership, SQL, SDLC, Quality Center, Regression Testing, Business Process, Scrum, Systems Analysis, Coaching, Agile & Waterfall..., Software Quality, ATDD, Certified Scrum Master..., Java, Ruby, Test Automation, Test Estimation, RubyMine, Rational Team Concert, Risk Management, Relational Databases, Object Oriented Design
Education
Franklin University 2010 — 2011
Master of Business Administration (M.B.A.)
Ohio University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Management Information Systems (MIS), Marketing
Nationwide July 2013 - Present
Nationwide Financial December 1999 - July 2013
Nationwide Insurance August 1997 - December 1999
Skills
Insurance, Fixed Annuities, Financial Services, Mutual Funds, Retirement Planning, Retirement, Investments, Series 6, 401k
Education
Franklin University 1994 — 1996
MBA, Organizational Dynamics
East Carolina University 1987 — 1991
Bachelor of Science, Business Education
SeeChange Health 2013 - 2015
Nationwide Financial 2009 - January 2013
Numoda Corporation 2008 - 2009
Delaware Investments 2000 - 2006
Delphi Financial Group/Reliance Standard Life Insurance Company 1993 - 2000
Ernst & Young 1990 - 1993
Skills
Management, Team Leadership, Financial Management, Accounting, Finance, Financial Reporting, Financial Analysis, Forecasting, Financial Modeling, Controllership Functions, Budgeting, Internal Controls, Strategic Planning, Process Improvement, Analysis, GAAP, Auditing, Internal Audit, SEC filings, General Ledger
Education
Drexel University - College of Business and Administration
Bachelor of Science (BS), Accounting
NetJets October 2013 - Present
NetJets, a Berkshire Hathaway Company April 2011 - October 2013
Nationwide Financial September 2006 - April 2008
Nationwide Insurance 2005 - 2006
Nationwide Financial October 1997 - September 2005
Nationwide Financial June 1993 - October 1997
Nationwide Financial January 1991 - June 1993
Skills
Account Management, Consultative Sales..., Strategic Partnerships, Contract Negotiation, Business Development, Customer Service, C-Level Relationships, Selling, Strategy, Sales, Cross-functional Team..., Marketing, Management, CRM, Relationship Management, Insurance, Direct Sales, Process Improvement
Education
Franklin University 1988 — 1991
Finance & Business Management, Mathematics & Investments
The Ohio State University 1984 — 1987
Finance, Mathematics, Investments
Bishop Hartley
TEKsystems November 2011 - Present
Nationwide Financial 2014 - 2015
Nationwide Financial 2014 - 2015
Cardinal Health 2011 - 2013
Leading EDJE July 2009 - September 2011
IBM January 2006 - February 2009
Spherion September 2001 - December 2005
Skills
Vendor Management, IT Service Management, SDLC, Project Management, Integration, Leadership, SaaS, CRM, Management, Change Management, PMP, Agile Project Management, Agile & Waterfall..., Agile Methodologies, ITIL
Education
Franklin University
Lincoln Financial Group October 2010 - Present
Lincoln Financial Group March 2008 - September 2010
Nationwide Financial April 1996 - February 2008
Skills
Retirement, Fixed Annuities, Actuarial Science, Life Insurance, Insurance, Financial Product...
Education
The Ohio State University 1993 — 1996
MS, Mathematics
Fairfield University 1989 — 1993
Nationwide Financial 1995 - Present
Skills
Liaison, Change Management..., Problem Resolution, Data Modeling, Design and..., Global Metrics, Process Mapping..., Project Management, Subject Matter Expert, Microsoft Excel,..., IBM Rational ClearQuest, Interactive Keynote, OnTrack, Proprietary Payment..., Excellent Communicator, Voice of the Business, Defect Management and..., Incident Management, Training, Problem Solving, SDLC, Microsoft Excel
Education
Franklin University 2003 — 2012
Bachelor of Science, Information Technology
First Niagara Bank January 2014 - Present
First Niagara Bank April 2012 - December 2013
PNC Financial Services Group August 2009 - March 2012
National City Bank July 2007 - March 2010
National City Bank October 2005 - June 2007
National City Bank February 2001 - September 2005
Nationwide Financial September 1997 - January 2001
Bank One September 1993 - September 1997
Mellon Bank September 1990 - August 1993
Skills
Divestitures, Change Management, Program Management, Governance, Financial Services, Vendor Management, Mergers, Business Analysis, Risk Management, Integration, Visio, Enterprise Architecture, Process Improvement, Strategic Planning, PMO, IT Strategy, Management, PMP, Business Process..., Enterprise Software, Banking, SDLC, Project Management, Mergers & Acquisitions, Project Portfolio..., Budgets, Disaster Recovery, Leadership, Business Process, Requirements Gathering, Team Leadership, Software Development
Education
Franklin & Marshall College 1987 — 1990
BA, Business Administration
Wells Fargo Asset Management December 2012 - Present
Nationwide Financial October 2011 - December 2012
Morgan Stanley Smith Barney November 2004 - September 2011
Starboard Capital September 2002 - November 2004
Standish Mellon July 2000 - January 2002
The Dreyfus Corporation September 1996 - July 2000
Skills
Portfolio Management, Series 7, Mutual Funds, Series 63, Asset Allocation, Investment Management, Investment Strategies, Asset Managment, Investments, Chartered Financial..., Series 65, Separately Managed..., Institutional..., Securities, Fixed Income
Education
Villanova University 2000 — 2003
MBA, Finance
Fairfield University 1992 — 1996
BS, Accounting
Mt. St. Joseph's Academy 1988 — 1992
High School
SaaS Solutions LLC 2011 - Present
Independent Contracting Services 2008 - September 2011
Nationwide Financial 2006 - 2007
SEI Investments 1993 - 2005
SEI 1992 - 2005
Skills
Product Management
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Saint Joseph's University 1997 — 2001
MBA, Information Systems
Saint Joseph's University 1991 — 1992
Bachelor’s Degree, Marketing
Dickinson College 1988 — 1991
English
Nationwide Insurance February 2015 - Present
Nationwide Insurance June 2014 - February 2015
Nationwide Financial May 2013 - August 2013
Rogers, Gunter, Vaughn Insurance,Inc. January 2008 - July 2012
Rogers, Gunter, Vaughn Insurance,Inc. 2007 - 2008
Skills
Risk Management, Insurance, Financial Risk, Property & Casualty..., Sales, Brokers, Commercial Insurance, Enterprise Risk..., Reinsurance, Liability, Professional Liability, Workers Compensation, Financial Analysis, Leadership, Strategy, Six Sigma, Underwriting, Mergers & Acquisitions, Excess & Surplus Lines, Valuation Modeling, CPCU, commercial risk..., ALM, Fixed Income, General Insurance, Sales Management, New Business Development, Trend Forecasting, Loss Prevention, Sales Presentations, Sales Process, Political Campaigns
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Management Consulting, Accounting
Florida State University - College of Business 2010 — 2012
Master of Science in Management, Risk Management/Insurance, Magna Cum Laude
Florida State University - College of Business 2003 — 2007
Bachelor of Science, Finance and Risk Management/Insurance, Cum Laude
Nationwide Financial May 2009 - Present
John Hancock May 2006 - May 2009
Skills
401k, Retirement, Retirement Planning, Series 63, Mutual Funds, Series 6, Pensions, Fixed Annuities, Investments, Financial Services, Defined Benefit, Retirement Plan...
Education
Florida International University - College of Business Administration 2003 — 2005
Masters International Business, Finance, General
Florida International University - College of Business 2000 — 2003
Bachelor, Finance and International Business
Vanguard July 2011 - Present
Goldman Sachs Asset Management 2009 - 2011
AllianceBernstein December 2005 - November 2008
Nationwide Financial January 2003 - December 2005
SEI Investments 1998 - 2002
Skills
Mutual Funds, Investments, Series 7, Series 63, ETFs, 401k
Education
Franklin & Marshall College 1984 — 1988
BA, Business Management
Wharton School, University of Pennsylvania
CIMA, Certified Investment Management Analyst
Pacific Life Insurance Company March 2015 - Present
JPMorgan Chase May 2011 - September 2014
Paychex July 2009 - April 2011
Pacific Life Insurance Company April 2008 - January 2009
Nationwide Financial 2002 - 2008
Skills
Series 7, Series 6, Life & Health Insurance..., Financial Services, Estate Planning, Small Business, Life Insurance, Relationship Management, Series 63, Strategic Planning, Asset Allocation, Long-term Care
Education
Duquesne University 1998 — 2001
MBA, MS, Business and Environmental Policy
University of Michigan 1993 — 1998
Bachelors of Science, Environmental Policy & Behavior
JPMorgan Chase April 2014 - Present
Nationwide Financial August 1998 - April 2014
A.R.M. Financial Group Inc. February 1994 - July 1998
Compuware August 1993 - February 1994
Columbus Life Insurance October 1992 - August 1993
Analysts International Corporation (AIC) August 1991 - October 1992
The Limited June 1989 - August 1991
Skills
SDLC, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering, PMP, Agile Methodologies, Requirements Analysis, Visio, Enterprise Architecture, Management, Leadership, Project Planning, IT Strategy, Strategy, IT Management, Business Intelligence, Project Portfolio..., Call Centers
Education
DeVry University-Ohio 1986 — 1989
Bachelor's degree, Computer Information systems
Nationwide Financial January 2010 - Present
Nationwide Financial April 2003 - December 2009
Franklin County Educational Council March 1998 - January 1999
Frigidaire Company 1987 - 1998
Skills
Leadership, Strategy, Training, Management, Process Improvement, Change Management, Leadership Development, Performance Management, Coaching, Team Building, Project Management, Sales Operations, Sales, Product Marketing, Marketing, Business Process, Marketing Communications, Insurance, Sales Management, Customer Satisfaction, Customer Service, Vendor Management
Education
Franklin University 2001 — 2001
The Ohio State University
Bachelor of Arts, Journalism with emphasis in Public Relations
Nationwide Insurance January 2009 - Present
Nationwide Financial January 2008 - January 2009
Cardinal Solutions 2004 - 2009
Huntington National Bank 2003 - 2004
Skills
SDLC, Waterfall, PMO, PMP, Project Portfolio..., Business Requirements, Requirements Gathering, Resource Management, Project Delivery, Certified Project..., Vendor Management, Risk Management, User Acceptance Testing, Agile Project Management, Business Analysis, Project Management, Software Project..., SQL, Process Improvement, Requirements Analysis, Visio, Agile Methodologies, Program Management, IT Strategy
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master's Degree, Project Management, 4.0
DeVry University-Ohio 1985 — 1988
Bachelor of Science (BS), Computer Science
Lincoln Financial Group September 2009 - Present
Nationwide Financial Network 1997 - September 2009
Nationwide Financial 2004 - 2009
1717 Capital Management 1997 - 2009
Nationwide 1994 - 2009
Nationwide 1994 - 2009
provident mutual life insurance May 1997 - January 2004
Provident Mutual 1997 - 2004
Eclipse Services 1989 - 1997
Education
Drexel University 1986 — 1988
BS, Information Systems
Nationwide Financial May 2010 - July 2011
Nationwide Financial February 2008 - May 2010
Education
Otterbein University 2002 — 2008
MBA, Business
Eastern Michigan University 1997 — 2001
B.S, History & Anthropology
Nationwide Insurance August 2012 - Present
Nationwide Financial December 2007 - July 2012
Nationwide Retirement Solutions July 2005 - December 2007
Tommy Hilfiger August 2004 - June 2005
Skills
Microsoft Office, Process Improvement
Education
Franklin University
Prudential Retirement August 2015 - Present
Prudential Retirement March 2009 - July 2015
Nationwide Financial May 2003 - March 2009
Nationwide Financial December 2001 - May 2003
Nationwide Financial June 1999 - December 2001
Skills
Account Management, Retirement Planning, Investments Strategies, Retirement Plan Sales, Stable Value, Securities, Financial Analysis, Process Improvement, Series 6, Portfolio Management, Series 63, Investments, Wealth Management, Fixed Annuities, Financial Modeling, Pensions, Strategic Financial..., Mutual Funds, Relationship Management, Retirement, Series 7, Insurance, Employee Benefits, Investment Advisory, 401k, Risk Management, Project Management
Education
Franklin University 2003 — 2005
MBA, Business
Miami University 1995 — 1999
Bachelors, Business
Lexington City School Board, Chair July 2015 - Present
VALIC January 2012 - June 2015
Nationwide Financial April 2005 - January 2012
New York Life Insurance Company October 1995 - March 2005
Virginia Military Institute July 1989 - February 1994
Skills
Retirement Planning, Life Insurance, Leadership, Strategic Planning, Small Business, Insurance, Finance, Sales, Series 7, Disability Insurance, Financial Planners, Investments, Fixed Annuities, Strategic Financial..., Mutual Funds, Financial Planning, Program Management, Team Building
Education
The American College 1998 — 2003
Chartered Life Underwriter, Life Insurance and Financial Services
Texas Christian University 1988 — 1989
MALA, Liberal Arts and Sciences/Liberal Studies
Virginia Military Institute 1983 — 1986
B.A., Economics
Ferrum College 1981 — 1982
Nationwide Financial July 2013 - Present
Winston & Cashatt, Lawyers August 2011 - June 2013
Institute for Public Policy EWU January 2010 - June 2011
Eastern Washington University September 2008 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Public Speaking, Budgets, Editing, Strategic Planning, Negotiation
Education
Eastern Washington University 2006 — 2011
Bachelor's degree, Economics, 3.5
JPMorgan Chase & Co. January 2015 - Present
Nationwide Insurance May 2010 - January 2015
Nationwide Better Health September 2007 - May 2010
NetJets August 2006 - September 2007
Nationwide Financial June 2005 - August 2006
Education
Wright State University 2002 — 2004
Sri Vidyanikethan engineering college, Electrical and Electronics Engineering
Fairleigh Dickinson University
Nationwide Financial September 2012 - Present
Nationwide Financial September 2006 - September 2012
Skills
Series 6, Relationship Management, IRAs, Financial Services
Education
Franklin University
Ohio University
Regional Annuity Wholesaler January 2015 - Present
Nationwide Financial December 2012 - Present
Nationwide Financial June 2010 - December 2012
Nationwide Financial June 2008 - June 2010
Skills
Series 6, Variable Annuities, Mutual Funds, Fixed Annuities, 401k, Retirement Planning, Retirement, Asset Allocation, Life Insurance, Finance, Financial Planning
Education
The American College 2011 — 2012
ChFC, CLU, Financial Planning and Services
LOMA 2011 — 2011
FLMI, Financial Planning and Services
Edinboro University of Pennsylvania 2004 — 2008
Financial Services, Finance and Financial Management Services
The Naples Trust Company October 2013 - Present
Private Capital Management March 2010 - October 2013
Nationwide Financial April 2008 - February 2010
Private Capital Management June 2005 - April 2008
Skills
Asset Allocation, Investment Management, Mutual Funds, Alternative Investments, Portfolio Management, Investments, Equities, Investment Strategies, Asset Management, Wealth Management, Investment Advisory, Securities, Financial Modeling, Bloomberg, Strategic Financial..., Financial Analysis, Fixed Income, Series 7, Valuation, Series 63, Retirement Planning, Fund Of Funds, Due Diligence
Education
Florida Gulf Coast University 2001 — 2005
Bachelor of Science, Business Finance
Nationwide Financial October 2014 - Present
Skills
Data Analysis, SQL, Customer Service, Microsoft Access, Relational Databases, Financial Analysis, Database Design, Business Analysis, Database Engineering, Advance Logical Querying, Life Insurance, Insurance, Team Building, General Insurance, Banking, Finance, Access, Underwriting, Microsoft SQL Server, Statistical Consulting, Microsoft Excel, Databases, Calculus, Mathematics, Case Managment, Financial Transactions, Leadership, Relational Data Modeling, Analytics
Education
Franklin University 2011 — 2012
Master of Business Administration (M.B.A.)
Muskingum College 2002 — 2006
Bachelor of Science (B.S.)
Raising Cane's Ohio June 2015 - Present
Financial Services Advisory Committee, Eastland-Fairfield Career Center 2015 - Present
National Church Residences March 2013 - June 2015
Financial Advisory Committee, Eastland-Fairfield Career Center 2005 - 2015
Nationwide Financial August 2010 - March 2013
Nationwide Insurance December 2008 - August 2010
Nationwide Insurance January 2006 - December 2008
Nationwide Insurance June 2005 - January 2006
Franklin County Educational Service Center September 2003 - July 2004
Skills
Account Reconciliation, Accounting, General Ledger, Process Improvement, Accounts Receivable, Microsoft Excel, Bank Reconciliation, Spreadsheets, PeopleSoft, GAAP, Journal Entries, Financial Statements, Lotus Notes, Expenses, Fixed Assets, Business Process..., Accruals, Variance Analysis, Access, Visio, Year-end Close, Yardi Voyager, Internal Controls
Education
Franklin University 2005 — 2012
Bachelor's degree, Forensic Accounting
Franklin University 2005 — 2010
Associate's degree, Forensic Accounting
Eastland-Fairfield Career and Technical Schools 2002 — 2004
Nationwide Insurance August 2010 - Present
Nationwide Financial November 1994 - July 2010
Skills
Analytics, Marketing Analytics, Data Mining, Data Analysis, Data Warehousing, Dimensional Modeling, Teradata, Netezza, Aprimo, ETL, R, Perl, Unix Shell Scripting, Text Analytics, Informatica, SAS Base, Data Modeling, Data Integration, SDLC, Data Quality, SQL Tuning, PL/SQL, Data Warehouse..., Business Objects, Data Governance
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Master of Project Management, Project Management
Keller Graduate School of Management of DeVry University 2007 — 2009
Master of Science (MS), Management Information Systems, Database Management
DeVry University-Ohio 2002 — 2005
BS, Computer and Information Sciences
Beach Channel
Beach Channel
Pratt Institute
Nationwide Financial June 2015 - Present
Clark Capital Management Group May 2010 - June 2015
Global Capital Management May 2006 - May 2010
Education
Eastern University 2002 — 2006
Bachelor of Business Administration (BBA), Marketing
CFA Institute
Clark State Community College September 2009 - Present
Huntington National Bank March 2008 - Present
Nationwide Financial 2000 - 2004
Education
Franklin University 2003 — 2005
Marketing & Communication, Masters
The Ohio State University
Bachelors, Journalism
Cornerstone Private Client Group January 2010 - Present
Nationwide Financial January 2008 - January 2010
Thomas/Kayden January 1998 - January 2008
Skills
Insurance, Information Technology, Accounting, Budgets, Facilities Management, Intellectual Property, Accounts Receivable, Website Development, Employment Law, QuickBooks, Outlook, Accounts Payable, Due Diligence
Education
Georgia State University 1982 — 1984
Master of Science (MS), Management
Emory University
BBA, Economics
Georgia State University
Masters of Professional Accountancy, Accounting
Nationwide Financial June 2006 - Present
Skills
Insurance, Sales, Life Insurance, Call Centers, Process Improvement, Term Life Insurance, Claim, Relationship Management, Coaching, Team Building, Microsoft Office, Training
Education
Franklin University 2011 — 2014
Associate of Science (A.S.) Business Administration, Business Administration and Management
Nationwide Insurance April 2015 - Present
Nationwide Financial March 2013 - April 2015
Micro Center / Micro Electronics Inc April 2010 - March 2013
Skills
SDLC, Java, Troubleshooting, Hardware, C#, Windows Server, Active Directory, Computer Repair, Requirements Analysis, Linux
Education
DeVry University 2010 — 2013
Bachelor of Science, Computer Information Systems
Carlisle & Gallagher Consulting Group January 2014 - Present
Nationwide Insurance January 2013 - January 2014
Nationwide Insurance April 2010 - January 2013
Nationwide Financial October 2007 - March 2010
Nationwide Financial September 2005 - October 2007
Nationwide Financial January 2003 - September 2005
Skills
Insurance, SDLC, Property & Casualty..., Business Analysis, Visio, General Insurance, Process Improvement, Requirements Gathering, Requirements Analysis, Data Warehousing, SQL, Agile Methodologies, System Testing, Systems Analysis, Business Process, Database Design, Data Modeling, Data Profiling
Education
DeVry University's Keller Graduate School of Management-Ohio 2004 — 2007
Master's degree, Management Information Systems
DeVry University-Ohio 1999 — 2002
Bachelor of Science (BS), Computer Information Systems