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 Insurance February 2015 - Present
Nationwide Financial March 2013 - February 2015
Nationwide Financial January 2012 - March 2013
Nationwide Insurance July 2010 - January 2012
Nestle May 2009 - August 2009
Restaurant Equippers, Inc. October 2006 - June 2008
Restaurant Equippers, Inc. May 2005 - June 2008
Shanghai Museum December 2004 - February 2005
Skills
Cross-functional Team..., Marketing Strategy, Integrated Marketing, Marketing Communications, Marketing, Business Strategy, Management, Market Planning, Strategic Planning, Competitive Analysis, Insurance, Services Marketing, Product Marketing, Product Development, Strategy, Sales, Analysis, Business Development
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA
Ohio University 2000 — 2005
BS
University of St.Gallen
Milliman July 2015 - Present
Nationwide Financial November 2013 - June 2015
Prudential Annuities September 2012 - November 2013
RiverSource Annuities May 2010 - September 2012
Allianz Life August 2008 - May 2010
ING January 2007 - August 2008
Skills
Series 7, Sales, Equities, Variable Annuities, Series 63
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (MBA), Management / International Business
Mississippi College
Bachelor's degree, Finance, General
First Niagara Bank June 2014 - Present
PNC November 2012 - Present
Nationwide Financial January 2012 - November 2012
PNC Investments November 2010 - January 2012
First Commonwealth Bank August 2008 - November 2010
TIAA-CREF October 2005 - August 2008
American Express April 2000 - October 2005
Skills
General Securities..., Business Coaching, Sales Motivation, Talent Acquisition, Compliance, Strategic Financial..., Holistic Financial..., Wealth Management, Series 24, Asset Allocation, Retirement Planning, Retirement, Financial Advisory, Investment Advisory, Series 7, Series 63, Mutual Funds, Financial Services, Financial Planning, Banking
Education
Geneva College 1995 — 1999
Bachelors in Business, Concentration in Finance
JP Morgan Chase February 2012 - Present
Nationwide Financial March 2007 - January 2012
Skills
Fixed Income, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds, Fixed Annuities, Forecasting, Retirement Planning, Securities, 401k, Bloomberg, Variable Annuities, Equities, Investments, Budgets
Education
Franklin University
The Ohio State University
Nationwide Insurance September 2014 - Present
InnoSource @Nationwide Insurance September 2012 - September 2014
Nationwide Financial March 2004 - September 2012
Nationwide Childrens Hospital November 2011 - April 2012
Skills
SDLC, Agile Methodologies, SQL, Business Analysis, Requirements Analysis, Unix, Visio, Financial Services, Process Improvement, Requirements Gathering, Oracle, Data Warehousing, Microsoft SQL Server, Java, Enterprise Architecture, Insurance, Software Development, Mutual Funds
Education
Devry
Bachelor of Science, Computer Science; Track: Database
Franklin University
Bachelor of Science, Business Management and Finance
Nationwide Financial May 2009 - Present
RB Benefits, LLC June 2006 - Present
AEGON - IAI Advisors International / World Financial Group March 2009 - October 2009
Education
Hondros College 2006 — 2006
Certification, Accident & Health, Life and Variable Annuties
Tecumseh
Nationwide Financial June 2014 - Present
Harmon Consulting Services October 2013 - Present
The Garden City Group, Inc. December 2013 - May 2014
Acloche May 2013 - August 2013
Franklin University June 2010 - August 2013
Felbry College of Nursing August 2011 - March 2013
Zimam Home Healthcare November 2010 - August 2011
Skills
Marketing Communications, Event Planning, Marketing Strategy, Marketing, Social Networking, Public Relations, Direct Marketing, Market Planning, Social Media, Email Marketing, Event Management, Marketing Research, Public Speaking, Online Advertising, Market Research, Student Recruiting, Microsoft Excel, Outlook, Budgets, PowerPoint, Research, Customer Service, Healthcare, Leadership Development, Microsoft Office, Nonprofits, Leadership, Management, Team Building, Advertising, Coaching, Recruiting
Education
Franklin University 2010 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Franklin University 2008 — 2012
Associate of Science (A.S.), Business Administration and Management, General
The Glenmede Trust Company, N.A. January 2014 - Present
Turner Investments, L.P. November 2012 - January 2014
Aberdeen Asset Management September 2010 - October 2012
SEI January 2009 - September 2010
SEI December 2006 - December 2008
SEI August 2005 - December 2006
Citi June 2004 - August 2004
Nationwide Financial June 2003 - August 2003
Goldman Sachs June 2002 - August 2002
Skills
Business Development, Strategy, Marketing, Presentations, RFP, Strategic Sales Planning, Tactical Sales Planning, Training, Salesforce.com, Leadership, Management, Email Marketing, Social Media Marketing, Editing, Financial Analysis, Blogging, Event Planning, Responsys Interact, Microsoft CRM, Interwoven, Red Dot, Reach Mail, WebSurveyor, Zarca, RFP Machine, Qvidian, CRM, FactSet
Education
Howard University 2001 — 2005
B.B.A., Marketing, Cum Laude
Maumee Valley Country Day School 1997 — 2001
High School, Honors
Nationwide Financial May 2007 - Present
Nationwide Financial May 2002 - May 2007
Nationwide Financial March 1990 - March 2002
Skills
Insurance, Policy, Fixed Annuities, Life Insurance, Series 7, Series 6, Series 24, Series 26, FINRA, Securities, Risk Management, Compliance, Underwriting, FLMI, ACS, AIRC, AIAA, Ohio Life and Health..., Leadership
Education
Franklin University
Bachelor of Business Administration (B.B.A.), Business
Franklin University
Nationwide Financial October 2014 - Present
Maryland Live Casino June 2014 - Present
Vegau Internet Marketing January 2014 - May 2014
Hood College August 2013 - May 2014
Anne Arundel High School June 2009 - June 2010
Commissary-DOD June 2009 - December 2009
Skills
Marketing, PowerPoint, Research, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Social Media, Time Management, Microsoft Excel, English, Windows, Marketing Strategy, Market Research, Initiation
Education
Hood College 2010 — 2014
Bachelor of Arts (B.A.), Management: Marketing and Accounting
Hood College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Marketing
W. R. Berkley Corporation 2014 - Present
Nationwide Insurance 2007 - 2014
Nationwide Insurance 2004 - 2007
Nationwide Financial 1999 - 2004
Nationwide Insurance December 1997 - March 1999
Nationwide Insurance October 1996 - December 1997
Nationwide Insurance February 1996 - October 1996
Nationwide Insurance October 1994 - February 1996
Nationwide Insurance March 1992 - October 1994
Nationwide Financial January 1987 - March 1992
Skills
Data Mining, Statistical Modeling, Data Analysis, Statistics, SAS, Predictive Modeling, Machine Learning, R, Time Series Analysis, Decision Trees, SPSS, Text Mining, Forecasting, Business Intelligence, Customer Analytics, Data Warehousing, Statistical Programming, Research, Multivariate Analysis, Analytics, Business Analysis, Data Quality, Pattern Recognition, Financial Analysis, Web Mining, XSL-FO, Java, JSON, XML, SQL, Python, VBA, XPath, Data Visualization, GIS, XHTML, JavaScript, Predictive Analytics, Quantitative Analysis, Data Modeling, Segmentation, Business Analytics, Risk Management, ETL, Market Research, SQL Server, Data Integration, Agile Project Management, Insurance, CPCU
Education
Harvard Extension School 2007 — 2013
Master's Degree, Information Technology / Information Management
University of Phoenix 1996 — 2000
MBA
The University of Akron 1980 — 1985
B.S. Business Administration, Marketing
GlenOak High School
Nationwide Financial October 1988 - Present
Skills
Financial Services, General Insurance, Commercial Insurance, Property & Casualty..., Umbrella Insurance, Life Insurance, Management, Customer Service, Customer Satisfaction, Customer Insight, New Business Development, Business Intelligence, Small Business, Business
Education
Indiana University of Pennsylvania 1982 — 1986
Bachelor of Science (B.S.), Finance, General
Nationwide Financial March 2014 - Present
Kingscott October 2012 - March 2014
Finish Line August 2011 - October 2012
Cook Medical September 2005 - August 2011
The Honeywell Center February 2004 - September 2005
Liz Claiborne June 2002 - August 2002
Skills
Copywriting, Writing, Advertising, Concept Generation, Online Marketing, SEO, Email Marketing, Marketing Communications, Product Marketing, Content Creation, Content Strategy, Brand Development, Marketing Strategy, Marketing, Social Media Marketing, Digital Marketing, Online Advertising, Creative Strategy, Web Design, Direct Mail, Leadership, Creative Direction, User Experience, SEM, Corporate Branding
Education
Indiana University - Kelley School of Business 1999 — 2003
B.S., Business
TWHS 1996 — 1999
Nationwide Retirement Solutions June 2003 - Present
Nationwide Financial November 2001 - May 2003
National Deferred Compensation June 1997 - August 1998
Skills
Software Quality..., Risk Management, Team Coordination, Quality Center, Test Planning, User Acceptance Testing, System Testing, Test Management, Manual Testing, Requirements Analysis, Testing, Requirements Gathering, Test Cases, Test Strategy, Business Analysis, Quality Assurance, Waterfall, SQL, Team Leadership, Process Improvement, Team Management, Business Requirements, Agile Methodologies, Regression Testing, Visio, Software Project..., HP Quality Center
Education
Ohio University 1990 — 1994
BA, Sociology, Economics, Statistics, Psychology
Grove City College 1989 — 1990
Dr. Pepper Snapple Group June 2013 - July 2014
Good Shepherd Medical Center May 2012 - January 2013
Nationwide Financial March 2007 - November 2011
Nationwide Insurance September 2002 - March 2007
Nationwide Insurance August 2000 - September 2002
Nationwide Insurance November 1998 - August 2000
Skills
Call Center, Software Documentation, Training, Insurance, Employee Training, Customer Service, Coaching, Sales, Project Management, Recruiting, Leadership Development, Claim, Underwriting, Time Management, Interviews, Process Improvement, Troubleshooting, Access, Microsoft Office, Microsoft Excel, Microsoft Word, Call Centers, Marketing, Team Building, Leadership, Analysis, Sales Process, Healthcare, Business Analysis, Customer Satisfaction, Data Analysis, Team Leadership, Budgets
Education
Franklin University 2006 — 2011
2011, Business Management, 3.43
University of Phoenix 2005 — 2006
Business Management
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase July 2013 - September 2014
JPMorgan Chase April 2012 - July 2013
JPMorgan Chase March 2011 - April 2012
JPMorgan Chase November 2009 - March 2011
Nationwide Financial July 2001 - September 2008
Nationwide Financial August 1998 - July 2001
Skills
Mortgage Servicing, Microsoft Excel, Team Leadership
Education
Indiana University of Pennsylvania
Bachelor of Science, Business, Marketing
US ARMY RESERVE, PLDC (Primary Leadership Devolopment School)
Leadership, Training, and Warfighting Skills, Pass, Ranked in the Top 5% (Commandant's List) of the class.
Nationwide Financial August 2014 - Present
Nationwide Insurance September 2006 - August 2014
Holcomb, Gallagher, Adams, Inc. Advertising Agency February 2003 - June 2006
Columbus Symphony Orchestra October 2000 - February 2003
WKYT-TV January 1999 - July 2000
Skills
Marketing Communications, Integrated Marketing, Public Relations, Email Marketing, Advertising, Marketing, Marketing Strategy, Market Planning, Online Advertising, Copywriting, Event Planning, Social Media Marketing, Media Relations, Strategic Communications, Press Releases, Interactive Marketing, Adobe Creative Suite, Facebook, Graphic Design, Series 6, Series 6 License
Education
Franklin University 2005 — 2006
MS, Marketing and Communication
University of Kentucky 1996 — 1999
BA, Print Journalism
Ohio University 1994 — 1995
Journalism
Nationwide Financial December 2014 - Present
Nationwide Financial August 2014 - Present
Celerity Educational Group Ohio June 2013 - August 2014
The Links August 2011 - May 2013
WOUB September 2012 - January 2013
Skills
Social Media, Event Planning, Microsoft Office, Press Releases, Team Leadership, Facebook, Public Speaking, Media Relations, Public Relations, Leadership, Blogging, Social Media Marketing, Social Networking, Community Outreach, PowerPoint, Fundraising
Education
Franklin University 2014 — 2015
Master of Arts (M.A.), Marketing & Communication
Ohio University 2009 — 2013
Bachelor of Science, Public Relations/Strategic Communications, 3.23
Nationwide USA January 2011 - Present
Nationwide Financial January 2011 - Present
Skills
I am so much cooler...
Education
Harvard University 1999 — 2003
Master's degree, Finance and Financial Management Services
Nationwide Financial March 2014 - Present
COUNTRY Financial® January 2013 - January 2014
Parlay Mortgage & Property, Inc March 2013 - March 2014
Morgan Stanley January 2012 - January 2013
Morgan Stanley Private Bank October 2010 - January 2012
OPEN MORTGAGE HOME LENDING October 2008 - October 2010
QUEST MORTGAGE CORPORATION January 1995 - September 2008
Skills
Business Development, Mortgage Lending, Finance, Customer Service, Loans, Credit, Credit Analysis, Residential Mortgages, Banking, Wealth Management, Small Business Lending, Loan Origination, Series 7, Mortgage Banking, Investments, Series 66, Life Insurance, Leadership, Financial Analysis, Underwriting, Retirement Planning, Consumer Lending, Insurance, Refinance, Sales, Strategic Financial..., FHA, Commercial Lending
Education
ST. XAVIER UNIVERSITY 1987 — 1989
Master of Business Administration (MBA)
Illinois State University 1979 — 1983
Bachelor of Science, Business Management
Nationwide Financial October 2012 - Present
Nationwide Financial Network September 2009 - October 2012
Nationwide financial services August 2006 - September 2009
Nationwide Financials August 2000 - July 2006
Skills
Data Warehousing, Integration, SDLC, Teradata, Data Modeling, Informatica, ETL, DB2, Erwin, PL/SQL, Oracle, Enterprise Architecture, Business Intelligence, Data Integration, Data Warehouse..., Database Design, SOA
Education
Stanford University 2013 — 2014
Stanford Certified Project Manager, Information Technology Project Management
Franklin University 2002 — 2004
MS, Information Technology
Gulbarga University 1994 — 1998
Bachelor of Science (BS), Computer Science
Farsite Group May 2014 - Present
Adfiki March 2014 - Present
IGS Energy 2010 - November 2013
Nationwide Insurance December 2007 - 2010
Nationwide Financial 1993 - 2007
Franklin University 1990 - 1993
Skills
Marketing Strategy, Campaign Optimization, Media Measurement, Consumer Insights, B2B, Customer Insight, Marketing Analytics, Analytics, Web Marketing, Marketing, Market Research, Strategy, Direct Marketing, Multi-channel Marketing, Media Evaluation, Segmentation, Advertising, Management, Competitive Analysis, Change Management, Marketing Research, Budgets, Data Mining, Strategic Planning, Analysis, Program Management, Professional Mentoring, Training, Sales, Online Marketing
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
graduate coursework
Western Carolina University 1982 — 1984
MBA
Western Carolina University 1979 — 1982
BSBA
Georgia Institute of Technology 1977 — 1979
none
J.P. Morgan June 2013 - Present
Brokerage October 2010 - July 2013
Insurance Advisors October 2010 - July 2013
Nerium International 2012 - 2012
Minnesota Life July 2009 - October 2010
Minnesota Life July 2009 - September 2010
The Hartford January 2006 - July 2009
Hartford Life January 2006 - July 2009
Nationwide Financial 1999 - 2004
Skills
Sales, Insurance, Disability Insurance, Sales Operations, Life Insurance, Strategy, Brokers, Leadership, Long Term Care Insurance, Public Speaking, Team Building, Retirement Planning, New Business Development, Sales Management, Fixed Annuities, Long-term Care, Retirement, Underwriting, Health Insurance, Term Life Insurance, Universal Life
Education
The American College 2010 — 2012
CLU
Franklin University 2002 — 2003
MBA, Business
Franklin University 2001 — 2003
Master's, Business Administration
Ohio Dominican College 1999 — 2000
Bachelor of Science, Business Administration
Ohio Dominican College 1999 — 2000
Bachelor's, Business Administration
Walden University
Doctorate, Business Administration
Guidewire Software October 2013 - Present
Guidewire Software November 2012 - September 2013
SafeAuto Insurance Company May 2012 - November 2012
HealthPlan Services July 2011 - August 2011
State Auto Insurance May 2010 - March 2011
Nationwide Financial September 2009 - March 2010
Kentucky Farm Bureau May 2007 - June 2009
Farmers Insurance 2006 - 2007
IBM 1997 - 2004
Technology Consulting Inc. 1994 - 1995
Skills
JCL, Business Analysis, DB2, Fileaid, CICS, COBOL, Guidewire, GOSU, Property & Casualty..., VSAM, Architecture, Websphere, Disaster Recovery, SOA, Software Project..., Gosu, Software Development
Education
Trevecca Nazarene University 1992 — 1993
BA, Management
Grand Valley State University
Nationwide Insurance October 2012 - Present
Franklin University April 2012 - August 2012
Nationwide Financial August 2010 - October 2011
JPMorgan Chase April 2009 - July 2010
Franklin University October 2005 - April 2008
Skills
Agile Methodologies, Web Applications, SDLC, SOA, SQL, Scrum, Java, Java Enterprise Edition, XML, Software Development, Web Services, Requirements Analysis, Spring, JavaScript, Enterprise Architecture, Hibernate, Eclipse, Oracle, JSP, Business Analysis
Education
Suffolk University 2003 — 2005
M.S, Computer Science
Franklin University 2000 — 2001
B.S, Computer Science
Pentegra Retirement Services June 2012 - Present
Nationwide Financial July 2004 - June 2012
Nationwide Financial October 2002 - June 2004
Skills
401k, Strategic Financial..., Investments, Mutual Funds, Defined Benefit, Series 63, Series 7, Investment Advisory, Retirement Planning, Fixed Annuities, Wealth Management, Insurance
Education
Franklin University
Bachelor, Business Administration
Nationwide Financial January 2015 - Present
Nationwide Financial March 2014 - January 2015
Saybrus Partners April 2013 - March 2014
Prudential Financial March 2012 - April 2013
Nationwide Insurance February 2008 - March 2012
KeyBank January 2006 - February 2008
National City Bank April 2004 - January 2006
Huntington National Bank September 2001 - April 2004
Skills
Estate Planning, Strategic Financial..., Wealth Management, Fixed Annuities, Life Insurance, Investments, Leadership, Retirement Planning, Securities, Series 7, Mutual Funds, IRAs, Variable Annuities, Investment Strategies, Series 24, Series 6, Insurance, Financial Planning
Education
Franklin University
Bachelor, Financial Management, 3.65
Protective Life January 2010 - Present
AIG SunAmerica 2006 - 2009
Nationwide Financial 2005 - 2006
Main Street Investments 2002 - 2004
BB&T 2001 - 2002
SouthTrust Securities, Subsidiary of SouthTrust Bank 1992 - 2001
First American Bank 1988 - 1989
Education
Oglethorpe University 2002 — 2004
C.F.P., Financial Planning Preparatory Curriculum
Georgia State University 1989 — 1993
M.B.A., Finance
The University of Georgia 1983 — 1988
Bachelors of Arts, Economics
Nationwide Financial October 2011 - Present
Franklin University 2006 - 2013
Financial Planning Firm in Columbus, OH April 2009 - November 2010
Alan Ray Financial Planning 2006 - 2009
First Service Federal Credit Union 2005 - 2006
CUNA Mutual Group 2003 - 2004
MetLife Resources 1998 - 2003
Northwestern Mutual 1997 - 1998
Franklin National Bank 1993 - 1997
US Bank 1986 - 1993
Education
Indiana University Bloomington 1984 — 1986
MBA, Financial Economics
Temple University 1979 — 1981
MM, Music Performance
University of Wisconsin-Madison 1975 — 1979
Bach. Music, Music Education
Nationwide Insurance October 2014 - Present
Nationwide Insurance July 2013 - September 2014
Nationwide Financial November 2009 - July 2013
Nationwide Insurance March 2006 - November 2009
Nationwide Financial January 2005 - March 2006
The Scotts Miracle-Gro Company March 2000 - December 2004
Battelle October 1994 - March 2000
FITCH 1984 - 1994
Borden Dairy Company 1978 - 1984
Skills
Marketing Strategy, Strategy, Brand Management, Customer Insight, Direct Marketing, Product Development, Strategic Planning, Segmentation, Marketing, Competitive Analysis, CRM, Brand Development, Strategic Partnerships, Team Building, Market Research, Business Development, B2B Marketing, Digital Marketing, Positioning, Social Media Marketing, Product Management, Leadership, Financial Services, Business Transformation
Education
Grace College & Seminary 2003 — 2007
MA
The University of Connecticut School of Business 1974 — 1979
MBA
Stony Brook University 1970 — 1974
BA
Nationwide April 2014 - Present
Nationwide February 2011 - April 2014
Nationwide Financial October 2010 - February 2011
Skills
Sales, Mutual Funds, Retirement Planning, Insurance, Marketing, Financial Services, Series 6, Fixed Annuities, Leadership, Investments
Education
Franklin University
Bachelor of Business Administration (B.B.A.)
Saia Inc. July 2015 - Present
Saia Inc. October 2013 - June 2015
Grant Thornton LLP August 2012 - October 2013
Grant Thornton LLP January 2011 - July 2012
Grant Thornton January 2010 - April 2010
Nationwide Insurance October 2006 - December 2008
Nationwide Financial June 2004 - October 2006
JPMorgan Chase June 2003 - June 2004
Best Buy February 2000 - June 2003
Skills
Financial Statement..., Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Auditing, Audits of Employee..., Finance, US GAAP, Financial Statements, General Ledger
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
Masters, Professional Accountancy
University of Phoenix 2007 — 2008
Bachelors of Science Business, Finance
The Ohio State University 2004 — 2006
Actuarial Science
Keller Williams Consultants Realty July 2015 - Present
Nationwide Financial August 2012 - Present
Fitness 19 May 2010 - October 2011
Skills
Real Estate, Real Estate Marketing, Wealth Management, Retirement Planning, Mutual Funds, Sales, Retirement, Fixed Annuities, Series 63, Customer Service, Investments, Series 7, Strategic Financial..., Financial Services, IRAs, Investment Advisory, Securities, Series 6, Long-term Care, Financial Planning
Education
University of Dayton 2006 — 2010
Bachelor's degree, Exercise Science and Dietetics
Hondros College of Business
Real Estate
Nationwide Financial January 2008 - Present
Education
Franklin University
Nationwide Financial May 2013 - Present
Charles Schwab August 2010 - May 2013
The Vanguard Group June 2006 - November 2009
Ilios Partners January 2001 - January 2005
Skills
Investments, Retirement Planning, Securities, Mutual Funds, Financial Services, Equities, Retirement, Series 63, Series 7, Investment Strategies, Leadership, Customer Service, ETFs, Trading, Financial Markets, 401k, Life & Health Insurance...
Education
Harper College 1989 — 1992
ADP December 2014 - Present
Castle Rock Innovations, Inc November 2013 - May 2014
Nationwide Financial April 2010 - May 2013
OneAmerica Financial Partners (AUL Retirement Services) May 2007 - April 2010
OneAmerica Financial Partners (AUL Retirement Services) March 2005 - May 2007
Unified Financial Securities, Inc. January 2004 - March 2005
Unified Financial Securities, Inc. August 2003 - January 2004
Skills
401k, Retirement, Series 7, Retirement Planning, Defined Benefit, Pensions, Series 6, Employee Benefits, Series 63, Consultative Selling, Plan Design, ERISA, Profit Sharing, New Business Development, FINRA Series 6, Defined Contribution, Retirement Plan..., Sales, Series 24, Financial Services, Asset Allocation, Investment Advisory, Securities, FINRA, Qualified Retirement..., 403b, 457 Plans, Accredited Investment..., Mutual Funds, Investments, New Client Prospecting, Asset Management, Cash Balance, Money Purchase, Safe Harbor, Uniform Combined State..., Variable Annuities, IRAs, ETFs, Bonds, Separately Managed..., Wealth Management, Investment Strategies, Relationship Management, Equities, Alternative Investments, 401k Rollovers, Long-term Care, Life Insurance, Disability Insurance
Education
Indiana University Bloomington 1994 — 1998
Bachelor of Science, Finance
Indiana University Bloomington 1994 — 1998
Bachelor's degree, Finance, General
Nationwide Financial September 2014 - Present
Nationwide Financial March 2013 - September 2014
Nationwide Financial April 2011 - March 2013
Nationwide Financial August 2010 - April 2011
Nationwide Financial June 2009 - August 2010
Golf Galaxy January 2007 - May 2009
Skills
Series 6, Variable Annuities, Life Insurance, Long-term Care, Relationship Management, Vendor Relationships, Relationship Marketing, Marketing Strategy, Mutual Funds, Retirement Planning, Income Protection, Series 26
Education
New Albany High School 2000 — 2004
Franklin University
Business Administration
Nationwide Financial November 2012 - Present
Nationwide Financial September 2011 - November 2012
Nationwide Financial August 2006 - September 2011
Nationwide Financial February 2005 - August 2006
Skills
Pay Close Attention to..., Positive Team Player, Building Relationships, Organization, Accountability, Quality Assurance, Testing, Marketing
Education
Franklin University 1995 — 1999
Bachelor's degree, Marketing
Ohio University 1994 — 1995
Bachelor's degree, Marketing
Nationwide Financial August 2014 - Present
Abbott Nutrition May 2013 - August 2013
Reyes Holdings January 2011 - July 2012
PepsiCo - Pepsi Beverages Company July 2007 - January 2011
Skills
Leadership, Market Research, Budgets, Competitive Analysis, Marketing Strategy, Cross-functional Team..., Strategic Planning, Data Analysis, Sales Process, Marketing, Management
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing/Management
Howard University 2007 — 2011
B.A., Marketing
Lake Highland
Lake Highland
Nationwide Financial June 1990 - Present
Skills
Retirement Plans, 401(k), Series 7, Series 63, Mutual Funds
Education
Gustavus Adolphus College 1985 — 1989
Bachelor of Arts (B.A.), Finance and Financial Management Services
Nationwide Financial March 2007 - Present
Nationwide Health Plans 2002 - 2007
Nationwide Health Plans/InHealth 1995 - 2002
Skills
Series 6, Insurance, Process Improvement, Call Centers, Financial Services, Customer Service, Team Building, Coaching, FINRA, Health Insurance, Sales, Call Center, Strategic Planning, Contract Negotiation, Certified Business Coach, Series 26, Leadership, Relationship Management
Education
Franklin University
B.S., Business Admin
American Municipal Power, Inc. March 2015 - Present
Nationwide Insurance April 2013 - March 2015
Nationwide Insurance August 2011 - April 2013
Nationwide Financial 2003 - 2011
United Way of Central Ohio 1998 - 2002
Skills
Forecasting, Financial Analysis, Collaborative Leadership, Human Resources, PeopleSoft, Essbase, Process Improvement, Continuous Improvement, Strategic Planning, Workforce Planning, Business Analytics, Expense Management, DAC, Compensation & Benefit, Operating Budgets, SOX Compliancy, Financial Audits, Financial Statement..., Separate Accounts, Insurance, Property & Casualty..., General Insurance, Commercial Insurance, Life Insurance, Hyperion Enterprise, Microsoft Office, Leadership, Compilation Of..., Allocations, Consolidated Financial..., Oracle E-Business Suite, Financial Reporting, Finance, Accounting, Analysis, Budgets, Internal Controls
Education
Franklin University 2000 — 2004
Bachelor's degree, Accounting
Northwest State Community College 1995 — 1997
Associate's degree, Accounting
Nationwide Financial November 2012 - Present
Nationwide Insurance August 2011 - November 2012
Land O'Lakes June 2010 - August 2010
Ford Motor Company March 2006 - August 2009
Terumo Cardiovascular Systems 2005 - 2006
Skills
Marketing, Program Management, Sales Operations, Cross-functional Team..., Forecasting, Marketing Strategy, Competitive Analysis, Market Research, Market Analysis, Managing Project Budgets, Sales, Product Innovation, Field Marketing, Digital Marketing, Campaign Managment, Consulting, Training, Retention Strategies, Marketing Analytics, New Product Roll Out, Automotive, Dealers, Business Strategy, Customer Satisfaction, Management
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Marketing
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Business Administration
Divine Child
Nationwide Financial May 2006 - Present
Skills
Requirements Gathering, Business Requirements, Business Analysis, Mutual Funds, Insurance, Financial Services, Leadership, Investments, Process Improvement, Relationship Management, Pensions, Team Building, Microsoft Office
Education
Franklin University
Business Administration and Management, General
Nationwide Insurance July 2014 - Present
Nationwide Insurance August 2010 - July 2014
Nationwide Financial November 2005 - July 2010
A.C.Consulting January 2002 - October 2005
V.K.Consultancy January 2000 - December 2000
H.K.Consultants and Architects 1996 - 1999
Education
L.D College of Engineering - Ahmedabad 1994 — 1998
Bachelor of Engineering (BE), Civil Engineering
Gujarat University
Diploma, Computer Science
Shane and Shane Financial April 2015 - Present
Legacy Strategies, LLC September 2013 - March 2015
Advisors Resource May 2012 - September 2013
Nationwide Financial 2003 - June 2012
Subway 2006 - 2008
McCloy Financial – Columbus, OH 2001 - 2003
Education
Franklin University
Bachelor of Science, Financial Management
Nationwide Financial January 2010 - Present
Nationwide Financial 2000 - 2010
Skills
Series 6, Life Insurance, Variable Annuities, Variable Life, Fixed Annuities, Sales Process, 401k, Insurance, Property & Casualty..., Commercial Insurance, Mutual Funds, Retirement Planning, Retirement, Health Insurance, Disability Insurance, Series 63, Term Life Insurance, Whole Life, Homeowners, Umbrella Insurance, Long-term Care, Casualty, Workers Compensation, Series 65, Series 7, Legal Liability, Casualty Insurance, Financial Services, Investments, Financial Planning, Sales
Education
Franklin University
Finance and Financial Management Services
Nationwide Financial August 2007 - Present
Nationwide Financial 2005 - 2007
Skills
Series 6, Series 7, Coaching, Recruiting, Customer Service, Sales, Sales Management, Call Center, Series 26, Call Centers, FINRA, Relationship Management, Retirement, Sales Process, Financial Services, Customer Retention, Long-term Care, Wealth Management
Education
Franklin University 1996 — 2007
BS, Human Resource Management
Franklin University
Nationwide Financial December 2004 - Present
Nationwide Financial June 2002 - December 2004
Bank One 2000 - 2002
Skills
FINRA Series 6, Annuities, Mutual Funds, Cross Selling, Insurance, Retirement, Retirement Planning, Securities, Long-term Care, Life Insurance, Variable Annuities, Sales, Alternative Investments, Financial Services, Strategic Financial..., Long Term Care Insurance, Asset Allocation, Customer Retention, IRAs, Relationship Management, Term Life Insurance, Investment Strategies, Portfolio Management, Wealth, Recruiting, Investments, Wealth Management, Financial Planners, Banking, Series 7, Series 6, CRM, Financial Advisory, Fixed Annuities, Pensions, Series 63, Disability Insurance, FINRA, Financial Planning
Education
The American College 2005 — 2009
ChFC, Chartered Financial Consultant
Franklin University 1998 — 2001
Bachelor of Science, Finance
The Ohio State University 1997 — 1998
Nationwide January 2008 - October 2014
Nationwider Financial 2005 - 2008
Nationwide Financial 1995 - 2005
Skills
SQL, Systems Analysis, Web Applications, Waterfall, Java, C++, Agile, Application Development, Problem Solving, Planning, TDD, Agile Methodologies, Agile & Waterfall...
Education
Hocking College 2002 — 2004
Associates Degree in Business of Computer Science, Computer Science
Nationwide Financial March 2014 - Present
Randstad September 2013 - March 2014
AIMC, LLC December 2011 - September 2013
Applebee's March 2008 - January 2010
Skills
ACSM Certified Personal..., Data Entry, Record Maintenance, Customer Service, Proficient Typing Skills, Organization, Self-driven, Efficiency, ACSM, Telephone Skills, Highly detail oriented, Time Management, Phone Etiquette, Team-oriented, Office Administration, Administrative..., Teamwork
Education
Kennesaw State University 2011 — 2013
Bachelor of Science (BS), Exercise & Health Science
Georgia Southern University 2008 — 2010
Bachelor of Science (BS), Pre-Nursing Studies
Aria Personal Assistant Services February 2015 - Present
Nationwide Financial October 2014 - February 2015
Lee Sharman & Associates Insurance Agency, Inc. August 2013 - September 2014
COUNTRY Financial June 2008 - August 2013
Pitcher Insurance Agency January 2007 - May 2007
Skills
Microsoft Office, Adobe, PC, Laptops, Insurance, Commercial Insurance, Conflict Resolution, Umbrella Insurance, Property, Claims Handling, Workers Compensation, Life Insurance, Homeowners, Property & Casualty..., Customer Service, Health Insurance, General Insurance
Education
Ashford University 2012 — 2015
eMarketing / Entrepreneuship
Illinois Valley Community College 1992 — 1994
Fine/Studio Arts, General
Ottawa Township High School 1988 — 1992
Diploma, General Studies
Nationwide Financial November 2014 - Present
BMW Financial Services May 2014 - November 2014
PromoWest Productions January 2014 - May 2014
Northstar Cafe August 2013 - May 2014
American Red Cross December 2013 - January 2014
American Red Cross August 2013 - December 2013
Smethport Area Jr. Sr. High School June 2008 - August 2013
Skills
Creative Writing, Written & Verbal..., Microsoft Word, Social Media..., Highly detail oriented, Problem Solving, Organization, Creativity, Team Building, Proficient Typing Skills, PowerPoint, Microsoft Excel, WordPress, Prezi, YouTube, Organizational..., Writing, Analytical Skills, Motivated self-starter, Event Planning, Public Speaking, Acting, People Skills, Fast Learner, Reading, Adaptability, Critical Thinking, Determination, Facebook, Interpersonal..., InDesign
Education
Indiana University of Pennsylvania 2009 — 2013
Bachelor of Arts, English
Smethport Area High School 2006 — 2009
High School Diploma
The Ohio State University August 2015 - Present
Nationwide Insurance December 2011 - Present
Nationwide Insurance January 2009 - December 2011
Nationwide Insurance August 2007 - January 2009
Nationwide Financial July 2004 - August 2007
Nationwide Financial January 2002 - July 2004
Nationwide Financial January 1999 - January 2002
RECON TECHNOLOGIES January 1995 - January 1999
ECOM January 1993 - January 1995
Skills
Enterprise Architecture, Data Warehousing, Solution Architecture, Business Intelligence, SOA, Integration, Data Modeling, SDLC, Data Integration, Agile Methodologies, Vendor Management, ETL, Master Data Management, Oracle, Application Architecture, IT Strategy, CRM, Requirements Analysis, Change Management, Databases, Database Design, EAI, DB2, Business Analysis, Data Architecture, PMP, Security, Architecture, IT Management, Resource Management, Business Analytics, Data Profiling, Technology Architecture, Stakeholder Management, Database Admin, Big Data, Big Data Analytics, Analytics
Education
Franklin University
Bachelor's Degree, Information Technology, summa cum laude
MetLife December 2014 - Present
RL Financial Group January 1994 - Present
New York Life Insurance Company December 2012 - December 2014
CUNA Mutual Group March 2013 - November 2013
Nationwide Insurance June 2003 - December 2012
Nationwide Financial June 2000 - June 2003
Education
Georgia Southern University
Bachelor of Business Administration (BBA), Finance, General
Special Needs Planning and Resources, LLC June 2012 - Present
Nationwide Financial 2008 - 2012
MetLife 2002 - 2008
Key Advisors Group 1999 - 2002
Diversified Financial Consultants 1990 - 1999
Skills
Special Needs Estate..., Special Needs Trusts, Estate Planning, Strategic Financial..., Trusted Advisor, Workshop Facilitation, Public Seminars, Public Speaking, Leading Meetings, Legislative Testimony, Legislative Issues, Leading Positive Change, Civil Rights, Disability Rights, Americans with..., Motivation, Special Needs..., Disability Benefits, Social Security Law, Social Security..., Medicaid, Medicare, Public Benefits, Non-profits, Problem Solving, Outreach Services, Board of Director..., Research, Nonprofits, Long-term Care, Disability Insurance, Board of Directors, Retirement Planning, Retirement, Wealth Accumulation, Mutual Funds, Whole Life, IRAs, Financial Advisory, Training, Investment Strategies, Asset Allocation, Insurance, Wealth Management, Financial Planning
Education
Trinity College and University 1998 — 2001
MBA, Finance, General
International Association of Registered Financial Consultants
RFC (Registered Financial Consultant)
College for Financial Planning
RP (Registered Paraplanner)
Goldey Beacom College 1987 — 1990
Business Administration and Management, General
Alexis I. duPont High School 1982 — 1986
Diploma
Spartan Motors, Inc July 2013 - March 2014
Kforce Technical Staffing June 2012 - October 2012
Nationwide Insurance 2007 - 2010
Nationwide Retirement Solutions 2003 - 2006
Nationwide Financial 1993 - 2005
Skills
Time-Tested Leadership, Skilled Communicator,..., Project Management..., Relationship Builder, Change..., Business Management, New Business Development, Business Process, business project..., Change Management, Program Management, Training & Development, People Management, Management, Employee Training, Project Management, Training, Team Building, Insurance, Business Development, Leadership, Strategic Planning, Strategy, Marketing
Education
Franklin University 2000 — 2006
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, Senior
Kaplan 2013 — 2013
Property & Casualty license, Life, Accident and Health licenses, Insurance
Nationwide Insurance March 2013 - Present
Central Community House 2007 - Present
Nationwide Insurance September 2011 - March 2013
Central Community House 2008 - 2011
Nationwide Financial 2008 - 2011
Nationwide Financial 1994 - 2008
Nationwide Insurance 1994 - 2008
Nationwide 1994 - 2008
Skills
Lean Management, Six Sigma, Black Belt, Strategic Planning, Business Transformation, Team Leadership, Community Outreach, Marketing Communications, Quality Management, Organizational...
Education
Franklin University 2000 — 2004
Masters, Marketing & Communications
Nationwide Financial April 2011 - Present
Valley Forge Capital Advisors, Inc. February 2004 - April 2011
Merrill Lynch March 1982 - April 1991
Skills
Risk Management, Financial Services, Compliance, Securities, Mutual Funds, AML, Corporate Governance, Insurance, FINRA, Financial Risk, Investments, Due Diligence, Mergers & Acquisitions, Series 7, Asset Management
Education
Immaculata University 2007 — 2008
Financial Management
Union County College 1979 — 1981
Business Adminstration
Tekmark Global Solutions November 2010 - November 2011
Princeton Information January 2009 - July 2009
COMSYS June 2007 - June 2008
Nationwide Financial November 1998 - December 2006
Sun TV and Appliances June 1998 - October 1998
LIEBERT GLOBAL SERVICES January 1997 - June 1998
TIDEWATER CONSULTANTS, Inc. December 1994 - December 1996
Skills
JCL, COBOL, DB2, Testing, Databases, HTML, SDLC, Mainframe, Crystal Reports, Requirements Gathering, Requirements Analysis, PL/SQL, Business Analysis, Quality Assurance, Business Requirements, MS Project, Access, VSAM, User Acceptance Testing, Quality Center, MVS, Application Development, Systems Analysis, TSO, Data Modeling, Fileaid, Test Director
Education
Hocking College 1986 — 1997
Associates of Applied Business, Computer Science
Ohio University 1988 — 1992
Bachelor of Science, Computer Science
Cornerstone Financial Services April 2011 - Present
John Hancock Financial Network September 2009 - April 2011
Allstate Financial September 2007 - September 2009
Nationwide Financial June 2005 - September 2007
UBS 2003 - 2005
Warren Central High School 1996 - 2003
Skills
Problem Solving, Goal Development, Financial Planning, Strategic Financial..., Investments, Retirement, Estate Planning, IRAs, Long-term Care, Investment Strategies, Wealth, Financial Services, Alternative Investments, Series 7, Wealth Accumulation, Finance, 401k
Education
Indiana University Bloomington 1992 — 1996
BS, Public Affairs
Greenfield Central High School 1988 — 1992
Nationwide Financial August 2014 - Present
Nationwide Insurance February 2007 - August 2014
Cardinal Health February 2005 - February 2007
Sarcom October 2001 - May 2004
Victoria's Secret March 2001 - October 2001
IKON Office Solutions March 1998 - March 2001
Huntington National Bank February 1997 - February 1998
Big Bear Stores August 1986 - February 1997
Skills
Financial Reporting, General Ledger, Accounting, Accounts Receivable, Invoicing, Accounts Payable, Sarbanes-Oxley Act, Leadership, GAAP, Account Reconciliation, Variance Analysis, Financial Analysis, PeopleSoft, Process Improvement, Journal Entries, Financial Accounting, Fixed Assets
Education
Franklin University 2008 — 2009
MBA, Masters in Business Administration
Franklin University 1990 — 1992
BS, Accounting
The Ohio State University 1988 — 1990
Accounting
The Common Application 2014 - Present
Association of American Medical Colleges (AAMC) 2012 - 2014
Standard & Poor's 2010 - 2012
NRECA 2010 - 2010
AIG 2007 - 2010
Nationwide Financial 2005 - 2007
Skills
Requirements Gathering, Agile Methodologies, Business Requirements, Requirements Analysis, SDLC, Business Analysis, User Acceptance Testing, Data Analysis, Visio, Software Project..., Project Management, Program Management, Testing, Business Process, Business Intelligence, Process Improvement, Project Portfolio..., MS Project, Business Process..., Enterprise Architecture, Agile Project Management, Software Development, Oracle, Systems Analysis, PMP, SharePoint, Scrum, IT Strategy, Integration, PMO, Microsoft Project
Education
The George Washington University 2006 — 2008
M.S, Engineering Management
George Mason University 2002 — 2006
B.S, Systems Engineering
Anglo Americano Prescott
Path Technologies, Inc. March 2013 - Present
T. Rowe Price March 2013 - Present
THINC Management Consulting March 2011 - Present
Nationwide Financial February 2009 - February 2011
M&T Bank January 2007 - February 2009
M&T Bank / MTB Investment Advisors 2003 - 2007
MTB Investment Advisors 1998 - 2003
Bank of America (Formerly Fleet Bank) 1998 - 1998
JPMorgan Chase 1990 - 1997
Skills
Risk Management, Portfolio Management, Investments, Financial Services, Asset Management, Investment Strategies, Asset Allocation, Fixed Income, Strategy, Executive Management, Change Management, Mutual Funds, Cross-functional Team..., Operational Risk..., Investment Policy, Securities, Equities, Financial Risk, Equity Research, Market Risk, Finance, Program Management, Project Portfolio..., Disaster Recovery, Fixed Income Analysis, Mergers & Acquisitions, Investment Management, Private Equity, Alternative Assets, Business Networking, Institutional..., global asset allocation, institutional clients, Strategy Development, Virtual Teams, Fixed Income Products, Professional Networking, Fixed Income Research, Risk Mitigation, Client Retention, Infrastructure Planning, PMO, PMO Design, PMP, Management, Alternative Investments, Analysis, Wealth Management, Financial Analysis
Education
Villanova University 2008 — 2008
PMP, Project Management
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA - Certified Investment Manager Analyst, Investments and Securities
Harvard University, John F. Kennedy School of Government 2002 — 2003
Executive Management Certification, Executive Management
Radboud University Nijmegen 1984 — 1990
Masters, Public & Private Business Administration
Budros, Ruhlin & Roe, Inc. September 2012 - Present
Financial Planning Association of Central Ohio January 2012 - December 2013
Waller Financial Planning Group August 2005 - September 2012
Nationwide Financial 2004 - 2005
Nationwide Financial 2004 - 2005
Skills
Financial Planning, Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Asset Management, Insurance Planning
Education
Franklin University 2002 — 2005
BS, Finance
Food Services of America September 2014 - Present
Systems Services of America October 2013 - September 2014
Systems Services of America June 2012 - October 2013
Nationwide Financial September 2010 - March 2012
Interactive Teleservices dba Influent Inc October 2008 - December 2009
Skills
Microsoft Office, AS400 Administration, Peachtree, Siebel, Outlook, Customer Service, Marketing Communications, Marketing Research, Strategic Communications, Business Analysis, Financial Analysis, Annuity Sales, National Accounts, Project Management, Account Management, Forecasting, Purchasing, Team Building, Sales Management, Accounts Payable, Pricing, Salesforce.com, Customer Retention, Marketing Strategy
Education
Franklin University 2014 — 2015
Master's degree, Business Administration and Management, General
Franklin University 2008 — 2013
Bachelor of Science (B.S.), Marketing
The Ohio State University June 2008 - Present
Nationwide Financial May 2006 - May 2008
Genworth Financial January 2006 - May 2006
GE May 2004 - December 2005
GE Capital Corporate May 2002 - May 2004
GE Money May 2001 - July 2001
IBM US Accounting Center May 2000 - December 2000
Skills
.NET, Microsoft SQL Server, C#, SQL, VB.NET, OnBase, Business Analysis, SDLC, Process Improvement, Systems Analysis, CRM, FileNet, Databases, Requirements Gathering, Agile Methodologies, Enterprise Architecture
Education
Indiana University Bloomington 1997 — 2002
Triple Major: Accounting, Computer Information Systems (CIS), International Business
Nationwide Financial December 2014 - Present
Nationwide Financial 2007 - December 2014
Skills
Relationship Management, Financial Services, Series 6, Business Analysis, Business Relationship..., Process Improvement, Leadership
Education
Franklin University 2006 — 2007
MBA
The Ohio State University 1998 — 2003
Bachelor of Science, Marketing
Nationwide Financial January 2014 - Present
The Scotts Miracle-Gro Company August 2012 - December 2013
The Scotts Miracle-Gro Company June 2009 - July 2012
MillerCoors 2008 - 2008
Finelight 2005 - 2007
Thomas Lighting 2004 - 2005
Skills
Shopper Marketing, Brand Management, Customer Insight, Product Development, Consumer Products, Competitive Analysis, Market Planning, Marketing, Marketing Research, Segmentation, Integrated Marketing
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Marketing
North Central August 2008 - Present
Nationwide Financial Services 2000 - 2006
Nationwide Financial 2001 - 2003
Skills
Agile Methodologies, Healthcare
Education
Franklin University 1999 — 2002
Nationwide Insurance May 2009 - Present
Nationwide Insurance October 2008 - May 2009
Nationwide Insurance August 2007 - October 2008
Nationwide Insurance March 2006 - August 2007
Nationwide Insurance July 2005 - March 2006
Nationwide Financial March 2005 - July 2005
Nationwide Financial August 2003 - March 2005
Nationwide Financial August 2002 - August 2003
Nationwide Financial June 2001 - August 2002
Skills
Business Analysis, Management, Business Process, Training, Analytics, Management Consulting, Budgets, Marketing Communications, Finance
Education
Franklin University 2002 — 2004
MBA, Business
The Ohio State University 1997 — 2001
BS Human Ecology, Consumer Affairs
Curtain Players Theatre August 2013 - Present
Hackberry Haven September 2012 - Present
Nationwide Insurance January 2010 - September 2012
Nationwide Financial September 2005 - December 2009
Nationwide Financial November 2004 - September 2005
Nationwide Financial February 2002 - October 2004
Skills
Agile Project Management, Project Management, SDLC, Requirements Analysis, Business Analysis, Vendor Management
Education
Franklin University 1982 — 1984
A.S., Computer Science
Ohio Wesleyan University 1965 — 1969
BFA, Fine Arts
DFAS December 2009 - Present
Independent contractor September 1994 - Present
Columbus Blue Jackets 2003 - December 2009
Nationwide Financial 2006 - 2007
Nationwide Insurance 2005 - 2006
Nationwide 2004 - 2006
Nationwide Financial 2004 - 2005
Metro Networks 2000 - 2002
WHOK 1998 - 2002
CBS Radio 1998 - 2000
Skills
Public Speaking, Fundraising, Editing, Public Relations, Customer Relations, Leadership, Customer Service
Education
Franklin University 2002 — 2003
MBA, Business
Ohio University 1995 — 1998
bfa, theater: directing and acting
University of Iowa 1993 — 1995
bfa, theater: acting
grove city hs
India September 2011 - April 2012
The Home Depot June 2006 - September 2011
Nationwide Financial March 1999 - June 2006
SunPlus Data Group, Inc. September 1997 - March 1999
Skills
IBM BPM, IBM ODM, WebSphere Application..., Websphere, Ant, Unix Shell Scripting, Apache, IBM HTTP Server, IBM Websphere Commerce, XML, SQL, Java, Perl, PL/SQL, Build Automation, JavaScript, LoadRunner, HTML, Databases, Web Applications, NDM, SSL, J2EE 1.4, IBMIHS, WSAD, Jacl, Taxware, Dojo, Gomez, ITCAM, Deployment Strategies, Documentum, Akamai, Endeca, Maestro, Load Balancing, AJAX, Java Enterprise Edition, WebSphere, Shell Scripting
Education
Gulbarga University 1987 — 1991
Bachelor of Engineering (BE), Computer Science
Jawaharlal Nehru Technological University
Master of Technology (M.Tech.), Computer Science, Not Completed Yet
Certifications or Training
Sun Certified Java Programmer, Information Technology
Certifications or Training
Websphere Application Server Administration
Certifications or Training
Websphere Commerce Server Administration
North Highland May 2015 - Present
CertusBank March 2013 - May 2014
TalentQuest October 2012 - March 2013
Aetna August 2010 - January 2012
AmeriChoice-UnitedHealth Group April 2009 - August 2010
Nationwide Financial January 2005 - March 2008
CIGNA Healthcare August 2002 - January 2005
Assurant Solutions March 1996 - September 2001
NationsBank March 1989 - March 1996
Skills
Leadership, Strategy, Strategic Planning, Management, Business Development, Cross-functional Team..., New Business Development, Marketing, Change Management, Sales Management, Executive Management, CRM, Sales, Consulting, Business Planning, Team Building, Public Speaking, Business Strategy, Marketing Strategy, Leadership Development, Advertising, Account Management, Income Statement, Budgets, Sales Operations, Insurance, Talent Management, Mergers & Acquisitions, Integrated Marketing, Public Relations, Training, Profit and Loss..., Multi channel..., Performance Coaching;..., Mergers, Large Group Facilitation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1984
Master of Business Administration (M.B.A.), Marketing
Guilford College 1978 — 1982
BA, Economics
Tias Business School, University of Navarra
Executive Program, Business Strategy and E-Commerce
J.P. Morgan September 2011 - December 2013
DaVita February 2011 - September 2011
Nationwide Better Health August 2008 - January 2011
Nationwide Financial July 2006 - August 2008
Verizon Wireless April 2005 - June 2006
Skills
SDLC, Data Warehousing, ETL, Agile Methodologies, Oracle, Microsoft SQL Server, SQL, Business Intelligence, Requirements Analysis, Database Design, Databases, PL/SQL, Data Modeling, Business Analysis, XML
Education
Franklin University 2005 — 2009
MS, Computer Science
University of Madras 2000 — 2004
B.S, Mechanical Engineering
S.B.O.A. Matric & Hr Sec School
Pacific Life Re May 2014 - Present
John Hancock Life Insurance Company (U.S.A.) July 2011 - May 2014
Nationwide Financial December 2007 - July 2011
Capital One July 2006 - December 2007
Skills
FSA, Risk Management, Analytics, SAS, Credit Risk, Financial Modeling, Financial Risk, Insurance, Enterprise Risk..., Actuarial Science, Life Insurance, Reinsurance, Data Analysis, Financial Analysis, Analysis, VBA
Education
Fudan University
BS
The Ohio State University
MS
Nationwide Financial June 2004 - Present
pfpc 1998 - 2003
Education
Goldey-Beacom College 1992 — 1997
Nationwide Financial
Skills
Requirements Gathering, Data Warehousing, Data Modeling, Agile Methodologies, SDLC, Requirements Analysis
Education
Franklin University 1997 — 2000
MBA, MBA - IT Track
The Ohio State University 1983 — 1988
Nationwide Financial January 2015 - Present
Franklin Park January 2011 - January 2015
CDC Consulting Services February 2008 - March 2012
Lincoln Financial Group April 2007 - December 2010
Lincoln Financial Group August 2003 - July 2006
Skills
Mutual Funds, Series 7, Asset Managment, Investments, Series 63, Relationship Management, Asset Management, Marketing, Financial Services, Retirement, Sales Operations, Fixed Annuities, Account Management, Securities, Sales, Life Insurance, Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
MBA, International Marketing
Howard University 1999 — 2003
BBA, Marketing - Magna Cum Laude
Central Bucks East High School
Nationwide Financial January 2014 - Present
Nationwide Insurance January 2013 - January 2014
Nationwide Financial June 2009 - December 2012
Ameriprise Financial, Inc. September 2002 - June 2009
Skills
Process Improvement, Insurance, Series 6, Investments, Fixed Annuities, Competitive Analysis, Mutual Funds, Retirement, Retirement Planning, Financial Services, Sales, Leadership, Variable Annuities
Education
Franklin University 2015 — 2018
Master of Business Administration (M.B.A.)
The Ohio State University 1995 — 1999
Bachelor’s Degree, Music Education
Grange Insurance July 2013 - Present
Grange Insurance November 2010 - July 2013
Nationwide Insurance December 2007 - November 2010
Nationwide Financial February 2007 - December 2007
Nationwide Financial June 2005 - February 2007
Skills
Life Insurance, Insurance Regulation, Competitive Ana, Long Term Care Insurance, Impact Management, Issue Resolution, Project Management, Timely Decision Making, Relationship Management, Insurance Case Design, Product Development, Product Management, Project Implementation, Process Review, Procedure Review, Results Driven Leader, Business Analysis, Insurance, Fixed Annuities
Education
Franklin University 2008 — 2010
MBA, Financial Management
The Ohio State University
Bachelor of Science, Business Administration: Risk Management & Insurance
Nationwide Financial September 2000 - Present
Nationwide Financial September 2000 - Present
Nationwide Financial September 2000 - Present
Skills
Fixed Annuities, CRM, Sales Operations, Investments, Sales, Training, Analysis, Marketing, New Business Development, Sales Management, Management, Leadership
Education
Franklin University
Bachelor of Science, Business Administration
The Ohio State University
undergraduate studies
Nationwide Insurance August 2015 - Present
Nationwide Financial October 2010 - August 2015
Huntington National Bank October 2008 - May 2011
CarMax Auto Superstore May 2007 - October 2008
Skills
Sales, Banking, Marketing, Customer Service, Time Management, Process Improvement, Analysis, Microsoft Office, Investments, Loans, Finance, Mutual Funds, Fixed Annuities, Financial Analysis, Retirement Planning, Asset Allocation, Microsoft Excel, Portfolio Management, Series 63, Asset Management, Data Analysis, Securities, IRAs, Retirement, 401k, Microsoft Word, Investment Strategies
Education
Franklin Univeristy 2009 — 2010
MBA, Masters of Business Administration
Heidelberg University 2002 — 2007
Bachelor of Arts, Business Administration and Music
Nationwide Financial Vice PresidentJPMorgan ChaseDecember 2013 - Present
Nationwide Securities, LLC (formerly 1717 Capital Management Company & Nationwide Securities, Inc.) 2007 - Present
Nationwide Securities, LLC 2007 - Present
Skills
Series 24, Series 63, Financial Services, Insurance, AML, Investments, Mutual Funds, Series 7, FINRA, Fixed Annuities, Securities, Microsoft Excel, Series 6, Strategic Planning, Risk Management, 401k, Variable Annuities
Education
Goldey-Beacom College 1996 — 1999
Business Administration, Finance
Nationwide Financial Vice President / Director of Portfolio ResearchBudros, Ruhlin & Roe, Inc.December 2009 - October 2013
Nationwide Financial October 2004 - December 2009
Enterprise Fund Distributors 1994 - 2004
Skills
Investment Advisory, Investments, Mutual Funds, Portfolio Management, Wealth Management, Asset Allocation, Asset Management, Retirement Planning, Alternative Investments, Series 63, Investment Strategies, Investment Management, Strategic Financial..., Securities, CFA Designation, Due Diligence, Finance, Hedge Funds
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1999
Master of Business Administration (MBA), Finance, General
University of Massachusetts Dartmouth 1986 — 1990
Bachelor's degree, Finance, General
Nationwide Financial June 2008 - Present
Nationwide Financial December 2001 - June 2008
Transamerica 1998 - 2001
Skills
IRAs, Alternative Investments, Financial Services, Fixed Annuities, Pensions, Asset Management, FINRA, Investment Strategies, Series 63, Uniform Combined State..., Long-term Care, Portfolio Management, Financial Planners, Retirement, Financial Markets, Mutual Funds, Succession Planning, Qualified Retirement..., Retirement Planning, Life Insurance
Education
Harvard Business School Executive Education 2014 — 2014
Leadership in Financial Organizations
The American College 2011 — 2012
CFP, Financial Planning and Services
Rosemont College
Bachelor of Science (BS), Economics
Villanova University
Bachelor of Science (BS), Econonics
Zift Solutions July 2014 - Present
Railinc July 2011 - July 2014
Duke University Medical Center January 2011 - July 2011
Nationwide Financial September 2009 - January 2011
Gordon Food Service April 2008 - September 2009
Skills
Spring, Java, Subversion, SQL, Eclipse, Agile Methodologies, Ant, Hibernate, Maven, Scrum, JSP, REST, AJAX, JUnit, Spring Framework
Education
Grand Valley State University 2005 — 2009
Bachelors of Science, Computer Science
Huron High School 2001 — 2005
Georgia Aquarium March 2012 - Present
Georgia Aquarium February 2007 - Present
Nationwide Financial July 2007 - September 2009
Merrill Lynch 2005 - 2006
AMVESCAP 1999 - 2005
Invesco Ltd. 1998 - 1999
Canada Life 1997 - 1998
Pension Financial Services 1989 - 1997
Skills
401k, Retirement, Pensions, Benefits Administration, Plan Design, Retirement Services, Client Service, Deferred Compensation, Customer Relations, Financial Services, Customer Service, Business Planning, Team Building, Investments, Strategic Planning, Process Improvement, Employee Benefits, Retirement Planning, Insurance, Training, Financial Advisory, Leadership, Recruiting, Vendor Management, Human Resources, Employee Relations, Management, CRM, Sales, Time Management, Public Speaking, Nonprofits
Education
Georgia State University
Druid Hills High School
JPMorgan Chase January 2012 - Present
JP Morgan Chase March 2010 - January 2012
Conde Nast March 2008 - December 2008
NATIONWIDE FINANCIAL June 2004 - February 2008
PFPC April 1998 - March 2003
Education
Goldey-Beacom College 2011 — 2013
Bachelor of Science (B.S.), Accounting
Goldey-Beacom College 1992 — 1997
BS, Business Administration
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors, LLC January 2009 - November 2011
Wachovia Securities, LLC March 2006 - November 2011
Nationwide Financial 1996 - 2006
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments
Education
The University of Dallas 2011 — 2012
Masters of Theology
Franklin University 1994 — 1996
Business, Management, Marketing, and Related Support Services
Miami University 1990 — 1994
Marketing/Marketing Management, General
Nationwide Insurance March 1993 - Present
Nationwide Financial March 1993 - Present
Allied Insurance March 1993 - Present
Education
Hampton University
Huntington National Bank (Consultant -Apex Systems) July 2013 - September 2013
Hewlett-Packard May 2010 - January 2012
Hewlett-Packard October 2007 - April 2010
Exel February 2006 - September 2007
Aero Fulfillment Services January 2005 - May 2005
Nationwide Financial September 2001 - December 2004
Nationwide Insurance September 1999 - August 2001
Qwest September 1995 - August 1999
Ronald W. Dick July 1995 - August 1995
Skills
ITIL, IT Strategy, IT Service Management, Business Analysis, Service Delivery, Requirements Analysis, PMO, SDLC, Program Management, Outsourcing, CRM, Project Management
Education
PROFESSIONAL TRAINING 2001 — 2012
Franklin University 1998 — 2000
Master of Business Administration (MBA), Computer/Information Technology Administration and Management
Pontifical College Josephinum 1984 — 1986
Master's degree, Theology/Theological Studies
St. Pius X Seminary College 1976 — 1980
Bachelor's degree, Philosophy and Religious Studies
Nationwide Financial November 2012 - Present
Salient Partners March 2011 - November 2012
Janney Montgomery Scott January 2009 - February 2011
Evergreen Investments 2007 - 2009
Nuveen Investments 2002 - 2007
Delaware Investments, a member of the Macquarie Group October 1993 - February 2002
Education
Hampden-Sydney College 1982 — 1986
BA, PoliSci/German/English
Oracle 2009 - Present
Tek Systems September 2008 - February 2009
Tek Systems September 2008 - January 2009
Nokia September 2006 - June 2008
BlueCross BlueShield of Texas April 2004 - August 2006
Tek Systems November 2003 - March 2004
Ajilon Consulting January 2003 - May 2003
Nationwide Financial December 1996 - December 2002
Cap Gemini America September 1994 - November 1996
Indiana State University June 1993 - August 1994
Education
Indiana State University 1991 — 1993
masters
Nationwide Financial July 2011 - Present
Nationwide Financial August 2007 - July 2011
Nationwide Financial January 2005 - August 2007
Nationwide Financial October 2000 - June 2005
Skills
Leadership, Strategic Planning, Financial Services, Change Management, Continuous Improvement, Employee Engagement
Education
University of Phoenix 2014 — 2016
Bachelor's Degree, Business Administration and Management, General
Hondros College 2006 — 2007
Associate's Degree, Real Estate
The Insurance and Payroll Resource Group of Florida May 2013 - Present
CNA Group Long Term Care May 2000 - May 2013
Prudential HealthCare 1995 - 1999
Nationwide Financial 1981 - 1995
Skills
Insurance, Health Insurance, Long-term Care, Disability Insurance, Employee Benefits, Life Insurance, Underwriting, Long Term Care Insurance, Brokers, Term Life Insurance, Fixed Annuities, Property & Casualty..., Professional Liability
Education
Franklin University 1975 — 1979
Business
Nationwide Financial November 2012 - Present
Nationwide Financial November 2010 - Present
Nationwide Financial January 2007 - October 2010
Ohio Attorney General's Office 2003 - 2006
Education
The Ohio State University Moritz College of Law 1999 — 2002
JD
Indiana University Bloomington 1994 — 1998
BA, History
Nationwide Financial
Skills
Fixed Annuities, Financial Services, 401k, Insurance, Series 7, Mutual Funds, SDLC, Retirement Planning
Education
Indiana University of Pennsylvania 1989 — 1993
BS, Computer Science
Charters-Houston High School
DSW January 2015 - Present
KPMG September 2013 - January 2015
Bank of America October 2012 - September 2013
Nationwide Financial June 2010 - October 2012
Charter Sports November 2009 - May 2010
Education
Heidelberg University 2005 — 2009
Bachelor's degree, Business Administration and Management, General
PNC Wealth Management April 2012 - Present
BB&T January 2010 - April 2012
Nationwide Financial May 2007 - March 2009
BB&T December 2000 - May 2007
Scudder Kemper Investments April 1996 - December 2000
MFS Investment Management August 1994 - April 1996
Skills
Wealth Management..., Private Banking, Retirement Planning, Strategic Leadership, Leadership Development, Sales Leadership, Collaborative Leadership, Diversity & Inclusion, Trust Services, Portfolio Management, Wealth Preservation..., Investment Brokerage, Investment Advisory, Retirement, Relationship Management, Sales Management, Investment Management, Banking, Financial Advisory, Securities, Financial Services, Strategy, Fixed Annuities, Series 7, Wealth, Insurance, Series 65
Education
Guilford College
B.A., Major: Political Science
Farr Associates
Mastering Leadership Dynamics, Senior Leadership Development
Nationwide Financial January 2015 - Present
Charles Schwab November 1995 - November 2014
Charles Schwab November 1995 - November 2014
Skills
Management, Customer Service, Series 24, Series 7, Financial Services, Leadership, Risk Management, Banking, Microsoft Office, Microsoft Word, Investments, Process Improvement, Financial Analysis, Project Management, Series 4, FINRA, Mutual Funds
Education
Indiana University Bloomington 1987 — 1995
Bachelor's degree, Computer Science
LaPorte
Union Banc Investment Services July 2009 - Present
Transamerica April 2008 - May 2009
The Guardian Life Insurance Company of America June 2007 - April 2008
Nationwide Financial April 2005 - May 2007
PLANCO May 2003 - February 2005
Federated Investors March 2000 - May 2003
WM Financial Services 1996 - 2000
Skills
Securities..., 63, 65, Marketing, Wealth Management, Series 7, Asset Allocation, Fixed Annuities, Variable Annuities, Sales, Mutual Funds, Finance, Retirement, Retirement Planning, Series 63, Separately Managed..., Series 65, Financial Advisory, Investments
Education
Hanover College 1986 — 1990
Nationwide Financial Special InvestigatorAllied InsuranceNovember 2001 - Present
Tulare County District Attorney's Office November 1997 - November 2001
Porterville Police Department November 1991 - November 2001
Skills
Fraud, Criminal Law, Patrol, Private Investigations, Surveillance, Insurance, Background Checks, Police, Investigation, Risk Assessment, Criminal Investigations, Workers Compensation, Evidence, Internal Investigations, Claims Management, Policy, Claim, Liability
Education
University of Phoenix 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Fresno Pacific University 2003 — 2004
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Nationwide Financial August 2007 - Present
Skills
Fixed Annuities, Underwriting
Education
Frostburg State University 2000 — 2005
Bachelor of Science (B.S.)
Nationwide Financial May 2013 - Present
Skills
Customer Service, Microsoft Office, Public Speaking, Microsoft Word, Sales, Microsoft Excel, PowerPoint, Event Planning, Team Building, Outlook, Data Entry, Social Media
Education
The Ohio State University 2010 — 2012
Bachelor of Science (BS), Family and Consumer Financial Services
Georgia Southern University 2008 — 2010
Nationwide Financial January 1992 - Present
Skills
Insurance
Education
Goshen College
Nationwide Financial June 1998 - Present
Skills
Series 7, Retirement Planning, Mutual Funds, Insurance, Investments, Retirement, Strategic Planning, Leadership, Fixed Annuities, Series 63, 401k, Asset Allocation
Education
Indiana University of PA
Nationwide Financial October 2013 - Present
Discover Financial Services February 2012 - February 2013
Education
Franklin University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General