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
Liberty Mutual Insurance January 2015 - Present
Weston Banks Wealth Partners June 2011 - January 2015
SunAmerica April 2010 - March 2011
Imperial Finance & Trading January 2007 - January 2008
Nationwide Financial February 2002 - May 2006
Morgan Stanley 2006 - 2006
MFS Investment Management 1996 - 2001
Skills
Series 6, Series 63, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement, Asset Management, Alternative Investments, 401k, Variable Annuities, Financial Services, Insurance
Education
Northeastern University
Business Management
Brown & Tedstrom, Inc. March 2010 - Present
UBS April 2008 - March 2010
Nationwide Financial June 2006 - March 2008
Ameriprise Financial Services, Inc. October 2004 - May 2006
Skills
Wealth Management, Retirement, Finance, Financial Planning, Investment Strategies, Securities, Wealth, Management, Investment Management, Financial Analysis
Education
Miami University 2000 — 2004
BS, Finance
Huntington National Bank March 2015 - Present
Nationwide Insurance September 2013 - March 2015
Nationwide Insurance February 2012 - September 2013
Nationwide Financial March 2011 - February 2012
Heartland Bank May 2010 - March 2011
VWB RESEARCH 2006 - 2010
Marie Curie Cancer Care June 2008 - August 2008
Skills
Data Analysis, Customer Service, Competitive Analysis, Marketing Strategy, Process Improvement, Outlook, Market Research, Financial Analysis, Marketing, Microsoft Office, Team Building, Banking, Lotus Notes, PowerPoint, Microsoft Word, Marketing Analytics, Statistical Data..., Market Analysis
Education
Ohio Dominican University 2008 — 2009
MBA, Master of Business Administration
Ohio Dominican University 2004 — 2008
B.A, Major: Business Administration, Minor: Accounting
Nationwide Financial October 2014 - Present
OhioHealth May 2012 - August 2012
Straders Garden Center May 2011 - August 2011
Safelite AutoGlass November 2009 - April 2010
Nationwide Insurance Company 2008 - 2009
Skills
Actuarial Exams, Leadership, Finance, Forecasting, Marketing, Statistical Software, Sales, Problem Solving, Data Analysis, Data Modeling, Idea Generation, Statistical Modeling, Applied Mathematics, Calculus, Business, Economics, Insurance, Competitive, Microsoft Office
Education
Miami University 2010 — 2014
Bachelor of Science (BS), Finance, Actuarial Science, Senior
Upper Arlington High School 2006 — 2010
Phillips Funeral Home, Inc. January 2009 - Present
Nationwide Financial June 2004 - April 2006
CompuCom Systems, Inc. September 1996 - June 2004
Accenture December 1990 - September 1996
Education
Mount Vernon Nazarene University 1985 — 1989
BA, Office/Business Administration
Nationwide Financial April 2010 - Present
SagePoint Financial, Inc February 2008 - May 2010
AIG Advisor Group January 2006 - February 2008
AIG Financial Advisors October 2004 - December 2005
Skills
Strategic Financial..., Series 7, Mutual Funds, Series 63, FINRA
Education
New Mexico State University 1999 — 2003
BA, Marketing
Lincoln Investment April 2014 - May 2015
Nationwide Financial April 2003 - August 2012
Citi November 1996 - March 2003
Skills
Licensed Life & Health..., Series 63, Series 6, Certified Retirement..., Bilingual, English/Spanish
Education
New York University 1994 — 1996
Certificate in Financial Planning
New Jersey City University 1990 — 1994
Bachelor's degree, Finance, General
Nationwide Financial May 2012 - Present
Skills
Investments
Education
Michigan State University
Marketing, Business, Management, Marketing, and Related Support Services
Nationwide Financial 1997 - Present
Skills
Marketing Communications, Brand Management, Strategic Communications, Leadership, Marketing Strategy, Project Management, Direct Mail, Business Analysis, Financial Services, People Management, Business Intelligence, Strategy, Diversity & Inclusion, Requirements Analysis, Requirements Gathering, PMO, Problem Solving, Change Management, Enterprise Architecture, Business Process, Project Portfolio...
Education
National University of Singapore
Bachelor of Arts (B.A.), Arts, Social Sciences
Ohio University
Master of Science (MS), Journalism (E.W. Scripps School of Journalism)
The Ohio State University Wexner Medical Center January 2015 - Present
The Ohio State University Wexner Medical Center February 2014 - Present
Bon-Ing Care and Rehab June 2013 - February 2014
Nationwide Financial 2011 - 2013
Skills
Customer Service, Case Managment, Data Analysis, Data Entry, Inbound Marketing, Outbound Marketing, Long-term Care, Medical Terminology, Chemical Dependency, Reporting & Analysis, Admissions, Office Administration, Discharges, MDS, Administrative..., Family Mediation, Cpr Certified, Workers Compensation, Mental Illness, Project Management, Volunteer Management, Non-profit Volunteer, Volunteer Recruiting, Customer Experience, Wireless, Customer Satisfaction, Case Management
Education
The Ohio State University 2014 — 2016
Master's degree, Behavioral Neuroscience
Ohio Christian University 2011 — 2013
Bachelor of Arts (BA), Psychology
Ohio Christian University
Associate of Arts (AA), Business Administration and Management, General
Prudential Retirement July 2013 - Present
Nationwide Financial December 2010 - July 2013
Nationwide Financial October 2009 - December 2010
Nationwide Financial April 2008 - October 2009
Finit Solutions April 2006 - April 2008
Nationwide Financial January 2000 - April 2006
Skills
Product Development, Marketing Strategy, Process Management, Contract Negotiation, Sales Presentations, Program Management, Relationship Management, New Client Acquisitions, Strategic Sales Plans, Global Client Management, Business Development, Product Management, Underwriting
Education
Tiffin University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
Miami University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Central Catholic Highschool 1991 — 1995
Nationwide Financial September 2011 - Present
Nationwide 2006 - Present
Skills
Strategy, Retirement Planning, Business Development, Mutual Funds, Investments, Leadership, Marketing Strategy, Financial Advisory, Marketing, Sales, Project Management, Defined Contribution, Multi-channel Marketing, Retirement, Financial Services, Fixed Annuities, Insurance, Series 6, 401k, Life Insurance, Variable Annuities, Pensions
Education
The American College 2008 — 2012
Chartered Financial Consultant (ChFC) Designation, Financial Services
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2004
Accredited Investment Fiduciary Designation (AIF), Center for Fiduciary Studies
Ohio University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Mount Vernon Nazarene University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nationwide Financial November 2014 - Present
Crowne Plaza &Lofts Hotel Downtown Columbus Ohio / Columbus Hospitality July 2013 - November 2014
Lyft June 2014 - October 2014
Union Capital Mortgage May 2012 - August 2012
Recon Logistics January 2011 - August 2011
Skills
Customer Service, Variable Annuities, Fixed Annuities, Sales
Education
The Ohio State University 2009 — 2013
Bachelor of Arts (B.A.), Psychology, 3.47 GPA
Miami University 2009 — 2010
Bachelor of Arts (B.A.), Psychology
Emerson Network Power April 2014 - Present
TG Bolwerk & Associates January 2011 - Present
STAR Dynamics September 2008 - January 2014
Project Management Institute 1998 - 2010
Nationwide Financial November 2007 - May 2008
Nationwide Financial 2007 - May 2008
Ohio Department of Job and Family Services September 2007 - November 2007
JPMorgan Chase September 2002 - June 2007
American Electric Power 2001 - 2002
Compuware July 1999 - January 2001
Skills
Electrical Engineering, PMP, PMO, Project Management, Information Technology, Project Portfolio..., Program Management, Negotiation, Vendor Management, Management, IT Strategy, PMI, SDLC, Software Project..., Requirements Analysis, Infrastructure, Integration, Enterprise Software, Software Development, Business Analysis, Project Planning, Resource Management, IT Management, Product Development, Process Improvement, Visio, MS Project, Cross-functional Team..., Change Management
Education
Michigan Technological University 1977 — 1981
BS, Electrical Engineering
Otterbein College 1985 — 1989
BA, Computer Science
Nationwide Financial June 2011 - Present
Pottstown Memorial Medical Center 2005 - July 2011
JR's Family Hobbies 2003 - 2005
Eastern Research Services 1995 - 1997
MSI International 1993 - 1995
Intersearch Corporation 1991 - 1993
NPD Group 1988 - 1991
Skills
Microsoft Excel, PowerPoint
Education
New York Institute of Technology 1984 — 1988
BS, Computer Science
Nassau Community College 1982 — 1984
A.S., Computer Science
Alliance Benefit Group - Illinois February 2009 - Present
Symetra Financial 2007 - 2008
Nationwide Financial 1993 - 2007
Aetna Life & Casualty August 1990 - April 1993
Skills
401k, Retirement Plan..., Fiduciary Services, Cash Balance, Business Planning, Investment Advisory, Qualified Retirement..., Employee Benefits, Retirement Plan...
Education
University of Toledo MBA
MBA, Finance
Miami University 1977 — 1981
B.S., Business -- Marketing
Nationwide Financial March 2014 - Present
Currently Unemployed January 2012 - February 2014
Global Linguist Solutions May 2010 - October 2011
Global Linguist Solutions May 2008 - April 2010
L-3 Communications - Middle East Operations Branch July 2007 - April 2008
Kossuth Banquet Hall August 1999 - June 2007
Skills
Government, Organizational..., Employee Relations, Administration, Change Management, Linguistics, Security Clearance, Military, Overseas, Business Strategy, Customer Service, Data Analysis, French, Government Relations, Hiring, Hungarian, Team Leadership, Leadership Development, Microsoft Office, Mentoring, Non-profits, Operations, Operations Management, Strategic Planning, Team Building, Teaching, Troubleshooting, Team Management, Analysis, Army, Command, Contract Management, Counterterrorism, Defense, DoD, Force Protection, Government Contracting, Human Resources, Intelligence, Intelligence Analysis, Leadership, Logistics, Management, Military Operations, National Security, Nonprofits, Policy, Program Management, Project Management, Proposal Writing
Education
Miami University 1999 — 2004
BA & BS, Marketing & Political Science
Nationwide Insurance January 2013 - Present
Nationwide Insurance - Talent Management March 2011 - January 2013
HRACO Human Resources of Central Ohio 2012 - 2013
Nationwide Financial November 2006 - April 2011
Nationwide Financial June 2004 - November 2006
Nationwide Financial December 2000 - June 2004
Nationwide Mutual June 1999 - December 2000
Skills
Insurance, Mutual Funds, 401k, Process Improvement, Retirement Planning, Fixed Annuities, Series 6, Risk Management, Series 26, Property and Casualty..., DiSC Certified Trainer, Orange Frog Workshop:..., Leadership, Cross-functional Team..., Business Analysis, Mergers & Acquisitions, Strategic Planning, Property & Casualty..., Business Process, Management, FINRA, Customer Service, Program Management, Team Building, Coaching, Sales, Training
Education
Miami University 1995 — 1999
Bachelor of Arts, Organizational Communication, Minor in Business Management
Bloom-Carroll
Ohio Dominican University
MBA, Business Administration
Nationwide Financial March 2006 - Present
Skills
Leadership, Mutual Funds, Sales, Series 63, Retirement, Insurance, Series 7, Pensions, Series 6, Fixed Annuities, 401k, Financial Services, Strategy, Relationship Management, Retirement Planning, Variable Annuities
Education
Michigan Technological University 1979 — 1984
Bachelor's degree
Nationwide Financial December 2014 - Present
January Newbanks Photography September 2009 - Present
Nationwide Financial March 2011 - December 2014
Mona Barber October 2009 - February 2011
Reach To Teach Recruiting February 2009 - October 2009
Shane English School August 2008 - August 2009
PAR North America August 2007 - August 2008
Skills
Customer Service, Research, Strategic Planning, Microsoft Office, Marketing, Sales, Newsletters, Training, Photography
Education
University of Indianapolis 2003 — 2007
BA, International Relations
Stellenbosch University 2006 — 2006
Muskingum College 2001 — 2003
Post, Secondary; English, History, Micro Economics, Political Science
Janney Montgomery Scott April 2007 - Present
1717 Capital Management Company 2002 - 2007
Nationwide Financial 2001 - 2002
Provident Mutual Life Insurance Company 1997 - 2001
Provident Mutual Life 1981 - 1997
Skills
Series 7, FINRA, Securities, Wealth Management, Retirement Planning, Fixed Annuities, Insurance, Mutual Funds, Financial Services, Equities, Retirement, Operations Management, Cross-functional Team..., Staff Development, Process Improvement, Leadership, Portfolio Management, Risk Management
Education
Neumann College 2002 — 2004
Master of Science (MS), Strategic Leadership
Neumann College 1996 — 2001
Bachelor of Science (BS), Business Administration, Management and Operations
Upper Darby High School
Nationwide Financial 1998 - Present
Skills
401k, Retirement, Retirement Planning, Pensions, Employee Benefits, Investments, Client Services, Excel, Customer Relations, Benefits Administration, Lotus Notes, Microsoft Office, Customer Service, Series 7, Insurance
Education
Miami University 1985 — 1987
M.B.A. Finance
University of Cincinnati 1980 — 1984
BS, Economics
Nationwide Insurance August 2011 - Present
Abercrombie & Fitch June 2010 - August 2011
GLL Real Estate Partners June 2008 - July 2010
Nationwide Financial May 2007 - August 2007
Kimberly-Clark June 2006 - August 2006
Kimberly-Clark February 2004 - June 2006
Kimberly-Clark August 2001 - January 2004
Amoco Polymers 1997 - 1997
Education
University of Wisconsin-Madison - School of Business 2006 — 2008
Master of Business Adminstration, Real Estate Finance
University of Virginia 1999 — 2001
M.S., Chemical Engineering
North Carolina State University 1995 — 1999
B.S., Chemical Engineering
North Carolina State University 1995 — 1999
B.S., Pulp & Paper Science & Technology
Evans High School 1994 — 1995
Diploma
Frankfurt American High School 1991 — 1994
Diploma
Diamond Hill Capital Management, Inc. June 2008 - Present
Nationwide Financial August 1998 - May 2008
Fund Evaluation Group 1995 - 1998
Household International 1993 - 1995
Arthur Andersen 1990 - 1993
Skills
Mutual Funds, Investment Strategies
Education
Xavier University 1988 — 1990
1990, MBA -Finance
Miami University 1984 — 1988
1988, Accounting
St. Xavier
JPMorgan Chase & Co. August 2015 - Present
Nationwide Financial January 2015 - August 2015
Nationwide Financial February 2014 - January 2015
RockyBrook Sinkers, LLC June 2013 - December 2013
West Virginia University August 2011 - May 2013
Mylan Pharmaceuticals May 2012 - August 2012
West Virginia University March 2010 - May 2012
Skills
Microsoft Office, Public Speaking, Critical Thinking, Computer Maintenance, Data Analysis, Customer Service, Interpersonal..., Mandarin, Creativity, Lotus Notes, System Administration, Organization, Photography, Time Management, Change Advocacy, Life Underwriting
Education
West Virginia University 2009 — 2013
BSBA/BA, Majoring in Finance and Chinese Studies
Ming Chuan University 2011 — 2011
International Business Management / Chinese Language
AgreeYa Solutions / Verizon Wireless August 2013 - Present
Fast Switch, Ltd. / Mettler Toledo April 2013 - July 2013
Artech Information Systems LLC / Verizon March 2012 - January 2013
Quick Solutions / IQ Innovation June 2011 - April 2012
Quick Solutions / ODJFS March 2010 - June 2011
Nationwide Financial March 2000 - June 2009
Skills
User Acceptance Testing, Quality Center, Test Planning, Testing, Test Cases, Regression Testing, Regression, Manual Testing, Software Quality..., Waterfall, Quality Assurance, SDLC, Agile, Scrum, Requirements Analysis, QTP, Test Automation, Resource Management, Requirements Gathering, Visio, Project Planning, Test Director, System Testing, Documentation, SQL, Unix, Process Improvement, Test Strategy, Software Project..., Team Leadership, Mentoring, SharePoint, Integration, Test Management, Process Development, Web Applications, Black Box Testing, PL/SQL, Agile Methodologies, Functional Testing, Performance Testing, Business Requirements, Integration Testing, Software Documentation, HP Quality Center
Education
Northern Illinois University 1992 — 2005
BS, Business Management
Northern Illinois University 1993 — 1995
Bachelors of Arts, Business Mgmt
Nationwide Financial January 2014 - Present
Nationwide Financial November 2011 - January 2014
Nationwide Financial May 2008 - November 2011
Education
Miami University 2004 — 2008
Bachelor of Arts (B.A.), Communications
Chicago Low-Income Housing Trust Fund May 2015 - Present
Nationwide Financial July 2013 - June 2014
Crowe Horwath LLP June 2011 - September 2012
PNC January 2011 - June 2011
Fifth Third Bank November 2009 - January 2011
Education
University of Notre Dame Law School 2014 — 2017
Muskingum College 2004 — 2009
BA, Accounting, Business & History
Mustbin January 2015 - Present
Mustbin August 2014 - January 2015
Mustbin December 2013 - August 2014
Mustbin August 2013 - December 2013
SuperFlyCode September 2007 - September 2013
Great Auk Wireless September 2006 - August 2007
Nationwide Financial October 2005 - July 2006
Nationwide Financial October 2004 - October 2005
Nationwide Financial January 2004 - October 2004
Nationwide Financial June 2001 - January 2004
Skills
Web Applications, Web Services, jQuery, Tomcat, Apache, PHP, AJAX, JavaScript, HTML 5, CSS3, Java, Mobile Applications, Amazon Web Services..., J2EE Application..., SQL, MySQL, Struts, XML, C++, Git, SQLite, System Administration, SSH, Linux, OS X, Android, SOA, Chef, Objective-C, iOS development, Python, Ruby, Django, Open Source, Nginx, Test Driven Development, SaaS, Hibernate, Symfony, JSP, Subversion, WordPress, Solution Architecture, Security, DNS, Mail Server, Firewalls, System Monitoring, Inkscape, GIMP
Education
Miami University 1997 — 2001
Bachelor of Science, Systems Analysis and Computer Science
Ohio National Financial Services January 2015 - Present
QuantMod Consulting September 2014 - Present
Nationwide Financial June 2010 - September 2014
The Ohio State University October 2006 - May 2010
Skills
Statistics, Mathematics, Hedging, Variable Annuities, Monte Carlo Simulation, Risk Management, Matlab, Managed Volatility Funds, Economic Scenario..., Insurance, Financial Services, Equity Derivatives, Interest Rate..., Visual Basic, GNU Octave, Wavelab, C++, Statistical Modeling, VBA, Microsoft Excel, SQL, Volatility, Algebraic Geometry, Mutual Funds, Quantitative Finance, Actuarial Science, Financial Modeling, Derivatives
Education
University of Illinois at Urbana-Champaign 1999 — 2006
Doctor of Philosophy (Ph.D.), Mathematics, 3.9 GPA
Oberlin College 1996 — 1999
Bachelor of Arts (B.A.), Mathematics, 3.7 GPA
Towers Watson February 2002 - Present
PwC January 1990 - February 2002
Nationwide Financial February 1986 - December 1989
The MONY Group January 1984 - January 1986
Western & Southern Financial Group November 1982 - December 1983
Skills
Economic Capital, Enterprise Risk..., Insurance, Mergers, Risk Management, ALM, Financial Services, Securitization, Financial Risk, Actuarial Science, Financial Modeling, Mergers, Life Insurance, Reinsurance, Solvency II
Education
Miami University 1978 — 1982
B.S., Mathematics
American Equity February 2015 - Present
Transamerica December 2014 - Present
Nationwide Financial December 2014 - Present
Pacific Life December 2014 - Present
Voya Financial December 2014 - Present
World Financial Group (WFG) December 2014 - Present
California Department of Transportation (Caltrans) March 2012 - Present
Nerium International March 2014 - Present
LegalShield October 2009 - Present
LegalShield December 2009 - Present
Skills
Bilingual-Spanish, Banking, Cash Management, Managing, Marketing, Advertising, Supervising Staff, Outstanding Customer..., Building Customer..., Scheduling, Sales, Operations, Auditing, Notary Public, Certified Loan Signing, Small Business Law, Small Business..., Customer Service, Customer Relations, Financial Analysis, Financial Reporting, Budgeting, Private Banking, Retail Banking, Outlook, Excel, Word, PowerPoint, Legal Services, Forecasting, Analytics, Microsoft Office, Accounting, Loans, Small Business, Recruitment/Retention, New Hire Training, Microsoft Word, Management, Office Management, Microsoft Excel, Finance, Real Estate, Training, Customer Satisfaction, Investments, Insurance, Program Management, Access, Financial Services
Education
Sacramento State University 2002 — 2004
B.S, Business Administration; Marketing
Napa Valley College 2000 — 2002
Associates, General Education, Math & Sciences
Caruso McLean Investment Advisors January 2015 - Present
AmeriCU Credit Union October 2014 - December 2014
Edible Arrangements® Franchise Development February 2012 - December 2014
Mohawk Valley Community College MVCC January 2013 - May 2014
United Health Care Insurance Group May 2012 - January 2013
Nationwide Financial August 2011 - November 2011
NEXT Financial Group, Inc. August 2009 - July 2011
BAE Systems August 2004 - April 2009
New York Life Insurance Company September 2003 - July 2004
G&I Homes January 2003 - August 2003
Skills
Financial Services, Retirement, Insurance, Long-term Care, Wealth Management, Investments, 401k, Business Management, Series 6, Internet, Computer Proficiency, Communication, Integration, Project Management, Leadership, Finance
Education
University of Dayton 1985 — 1987
M.S, Mechanical Engineering
University of Arkansas 1979 — 1983
B.S, Mechanical Engineering
Mohawk Valley Community College 2013 — 2014
Associate of Applied Science (AAS), Business Management
Arlington High School 1975 — 1979
Nationwide Financial July 2009 - Present
Virtus Investment Partners July 2008 - March 2009
Banc of America Investments 2003 - 2005
A.G. Edwards March 1995 - April 2003
Skills
Mutual Funds, Series 63, Separately Managed..., Asset Allocation, Series 65, ETFs, Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Investments, Fixed Annuities, Equities, Retirement Planning, Portfolio Management, Fixed Income, Managing Accounts, Securities, Financial Services, 401k, Investment Management
Education
Missouri State University 1987 — 1991
BS, Communication Management
christian Brothers college high school 1983 — 1987
Financial West Group December 2008 - Present
Nationwide Financial 2002 - 2008
Provident Mutual Insurance Co. 1977 - 2002
Skills
Retirement Planning, Series 7, Retirement, Investments, 401k
Education
Mills College 1975 — 1977
BA, Business
Nationwide Financial 2006 - Present
Nationwide Financial 2001 - 2005
Nationwide Financial 1998 - 2001
Nationwide Financial 1997 - 1998
Nationwide Financial 1995 - 1997
Skills
Action Oriented, Priority Setting, Creative Problem Solving, Interpersonal Savvy, Process Management, Customer Focused Design, Ethics & Values, Integrity & Trust
Education
Miami University
Master of Business Administration (MBA)
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (BS), Business Administration, Management and Operations
Nationwide December 2014 - Present
AAA+Lawns December 2011 - Present
Nationwide Financial November 2013 - November 2014
On Target Performance Group October 2012 - September 2013
Columbus Metropolitan Housing Authority March 2011 - October 2012
Skills
Leadership, Team Leadership, Sales, Problem Solving, Business Development, Customer Service, Marketing Communications, Networking, Connecting People, Public Speaking, Writing, Strategy, Process Improvement, Sales Management, Time Management, Retail, Selling, Team Building, Coaching, Social Networking, Strategic Planning, Management, Microsoft Office, Account Management, CRM
Education
Progressive Leadership Academy 2013 — 2013
Certificate, Community and Business Leadership, Excellent
University of Dayton School of Law 2009 — 2011
J.D., Business Law
Miami University 2004 — 2008
Bachelor of Arts (B.A.), sociology
Eastmoor Academy 2001 — 2004
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.5 GPA
Nationwide Financial July 2014 - Present
Randstad November 2013 - May 2014
iCare Vision Center August 2013 - November 2013
Miami University 2011 - 2013
Skills
Environmental Science, Data Analysis, SPSS, Time Management, Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Higher Education, Customer Service, Facebook, Statistics, Series 6, Lotus Notes, Mass Communication, Client Issue Resolution, Financial Reporting
Education
Miami University 2010 — 2013
Bachelor of Science (BS), Zoology, Environmental Science, 3.2/4.0
J.Crew April 2010 - Present
JSMN International Inc. January 2007 - April 2010
Nationwide Financial October 2008 - February 2010
Priceline.com May 2007 - September 2008
HYPERION ( Acquired by Oracle Corporation ) January 2007 - May 2007
Freelance Web Design August 2005 - December 2006
eNucleus Inc. ( Applitech Solution Ltd. - An ISO 9001 and SEI CMM Level 5 Company ) January 2004 - July 2005
Skills
ETL, Informatica, Microsoft SQL Server, Teradata, ASP, Data Warehousing, SQL, PL/SQL, DB2, Oracle, JavaScript, Data Modeling, Business Intelligence, Unix, SDLC, Database Design, Database Administration, Performance Tuning, XML, Big Data - Apache..., Production Support, Customer Service, IIS Web Administration, Disaster Recovery, Problem Solving, Enterprise Architecture, Risk Management, Unix Shell Scripting, Integration, Requirements Gathering, Data Migration, Visual Basic, Erwin, ERP, Salesforce CRM, Netezza, Perl, MySQL, Business Analysis, Databases, SSIS, Business Objects, Data Quality, Requirements Analysis, Agile Methodologies, Software Project..., Consulting, Solution Architecture
Education
New Jersey Institute of Technology 2005 — 2006
Master of Science (MS) - Electrical and Computer Engineering, Database Systems and Computer Networking, GPA 3.4/4.0
U.V. Patel College of Engineering ,North Gujarat University 2000 — 2004
B.E., Information Technology, GPA 3.9/4.0
The Department of Electronics and Accreditation of Computer Courses(DOEACC) ,INDIA 2003 — 2003
'O' Level, Computer Engineering, A+
Kendriya Vidhyala No.1 ,Shahibagh , Ahmedabad
A
Nationwide Financial September 2010 - Present
Benefit Consultants Group March 2007 - August 2010
Oppenheimerfunds 1999 - 2004
Skills
Mutual Funds, Series 7, 401k, Separately Managed..., Retirement Planning, Series 63
Education
Montclair State University
Nationwide Financial June 2015 - Present
Nationwide Financial February 2012 - June 2015
Nationwide Financial February 2009 - February 2012
Nationwide Financial March 2007 - February 2009
Skills
Computer Proficiency, Analytical Skills, Interpersonal..., Organizational..., Oral & Written..., Leadership, Management, Series 6, Retirement, 401k, Process Improvement, Financial Services, Customer Experience, Retirement Planning, FINRA, Securities
Education
Mount Vernon Nazarene University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Delaware Hayes High School 1998 — 2001
Nationwide Financial May 2014 - Present
Nationwide Financial December 2012 - May 2014
DeVry Inc. - Becker Professional Education, Chamberlain College of Nursing, DeVry University April 2010 - December 2012
Partner Professional Staffing 2009 - 2010
KEMBA Financial Credit Union 2005 - 2009
Skills
Team Building, Process Improvement, Coaching, Budgets, Microsoft Excel, Customer Service, Strategic Planning, Strategic Sourcing, Full-life Cycle..., Talent Acquisition, Recruiting, Human Resources, Sales, Marketing, Sourcing, Leadership, Leadership Development, New Business Development, Training, Executive Search, Social Media, College Recruiting, Public Relations, Public Speaking, Temporary Placement, Forecasting, Management, Finance, Teamwork, Program Management
Education
Keller Graduate School of Management 2011 — 2012
MBA
Ohio Dominican University
B.A., Public Relations/Marketing/Communications
Nifco America Corp. September 2012 - Present
Nationwide Financial May 2010 - March 2012
Citi Fund Services March 2007 - June 2010
Skills
Project Management, Project Implementation, Project Planning, Project Portfolio..., Project Execution, Project Coordination, Portfolio Management, Investments, Process Improvement, Accounting, Analysis, Financial Reporting, Risk Management, Time Management, Mutual Funds
Education
Ohio Dominican University 2008 — 2010
MBA, Business
Ohio Dominican University 2002 — 2006
BA, Accounting
Atlas Advisory Group LLC January 2009 - Present
Nationwide Financial July 2001 - December 2008
Skills
Insurance, Wealth Transfer, Retirement Planning, Financial Advisory, Wealth Accumulation, Wealth, Series 63, Long-term Care, Mutual Funds, Strategic Financial..., Wealth Management, Retirement, Fixed Annuities, Life Insurance, Estate Planning, Finance, Investments, Financial Planners, FINRA, Securities, Financial Planning
Education
Marist
NJCU
BA, Business Management
Aon Hewitt October 2011 - Present
ComPsych April 2011 - September 2011
Nationwide Retirement Solutions, Inc December 2006 - March 2011
Nationwide Retirement Solutions, Inc March 2005 - March 2011
Nationwide Financial April 2008 - September 2010
Columbus Fishmarket 2000 - 2002
Chicago Board of Trade/Transmarket Group June 1996 - January 1999
Skills
FINRA Series 6, Customer Relations, Negotiation, Proposal Writing, Insurance, New Business Development, Project Management, Business Development, Risk Management, Team Building, Sales, Management Consulting, Coaching, Software Documentation, Human Resources
Education
Ohio Dominican University 2007 — 2009
Masters
The Ohio State University 1999 — 2002
Bachelor
Moraine Valley Community College 1996 — 1998
Associate of Arts
St. Rita High School 1988 — 1992
H.S.
EMPOWER Retirement September 2013 - Present
US Navy October 2007 - Present
Arthur N Caple (ANC) Foundation September 2009 - August 2013
NAGDCA 2009 - August 2013
Ohio Public Employees Retirement System January 2002 - August 2013
Nationwide Financial 1999 - 2001
Skills
Pensions, Retirement, Defined Benefit, Strategic Planning, Mutual Funds, Employee Benefits, Investments, Asset Allocation, Policy, 401k, Government, Insurance, Benefits Administration, Customer Service, Team Leadership, DB / DC Hybrid Plans, RFP Issuance &..., Budgeting, Vendor Relationships, Self-Directed Brokerage..., Customized Target Date..., Defined Benefit &..., Retirement Plan Design, Qualified Plan..., Series 6, Active DoD Top Secret..., Retirement Planning, Risk Management, Navy, DoD
Education
Miami University 1986 — 1990
Bachelor of Science (B.S.), Finance
Grange Life Insurance June 2012 - Present
Grange Insurance November 2010 - June 2012
Nationwide Financial August 2007 - May 2011
Universal American September 2004 - September 2007
Jackson National Life January 2000 - August 2003
Skills
Business Development, Insurance, New Business Development, Leadership, Sales, Management, Strategic Planning, Training
Education
Norwich University 1985 — 1989
B.S. Business Management, Finance
SEI August 2015 - Present
Integral Investment Group March 2014 - August 2015
Nationwide Financial September 2013 - January 2014
HighMark Capital Management 2007 - September 2013
SEI 2004 - 2007
ING 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Personal Financial..., Retirement Planning, Wealth Management, Personal Tax Planning, Estate Planning, Mutual Funds, Alternative Investments, Stocks, Fixed Annuities, Variable Annuities, Bonds, Municipal Bonds, Life Insurance, Disability Insurance
Education
Northwestern University
University of North Florida
The Peddie School
Nationwide Financial January 2014 - Present
Nestle S.A. 2010 - 2013
The Scotts Miracle-Gro Company January 2008 - July 2009
Skills
Highly detail oriented, Microsoft Office, Highly motivated..., Creative Problem Solving, Communication Skills, Dependable Team Player, Success Driven, Positive Personality, Enjoy Challenges, Account Management, Microsoft Word, Communication, Customer Service, Leadership, PowerPoint, Problem Solving, Public Speaking, Sales, Microsoft Excel, Marketing, Team Building, Strategic Planning, Management, Process Improvement, Research, Customer Satisfaction, Social Media, Analysis, Sales Operations
Education
The Ohio State University 2008 — 2009
Communication, General
Miami University 2004 — 2007
Communication, General
Mount Vernon Nazarene University August 2014 - Present
Mount Vernon Nazarene University September 2013 - Present
Expert Learning Systems October 2014 - April 2015
Nationwide Financial May 2014 - August 2014
Self-Employed May 2010 - May 2014
My Financial Life Coach January 2010 - May 2014
Skills
Social Media, Social Networking, PowerPoint, Microsoft Excel, Networking, Editing, WordPress, Java, Teamwork, C++ Language, phpMyAdmin, Work Ethic, SQL, Tableau, Problem Solving, Marketing Event Planning, Microsoft Publisher, Education, Data Entry, HTML, Flexibility, Organization
Education
Mount Vernon Nazarene University 2012 — 2016
Bachelor of Arts (BA), Business Administration and Computer Science
Ohio Christian University 2011 — 2012
Post-Secondary Enrollment
Delaware Christian School
4.13/4.00
Nationwide Insurance May 2015 - Present
Nationwide Financial January 2014 - May 2015
Nationwide Insurance July 2010 - January 2014
Tutoring in Your Home December 2011 - June 2012
Champs Sports May 2007 - December 2008
Skills
Sales, Customer Satisfaction, Customer Service, Insurance, Leadership, Microsoft Excel, PowerPoint, Marketing, Microsoft Word
Education
Mount Vernon Nazarene University 2005 — 2009
Bachelor of Arts, Business Administration, Sports Management
Mount Vernon Nazarene University
Wealth Advisory Associates, LLC November 2011 - October 2012
Lindner Capital Advisors, Inc November 2010 - November 2011
Andrews Securities, LLC June 2010 - November 2010
Welton Street Investments December 2008 - March 2010
RBC Insurance November 2006 - December 2008
Nationwide Financial January 2005 - October 2006
Nationwide Financial October 2003 - December 2004
CitiStreet 2002 - 2003
Independent Financial Advisor 2000 - 2002
Skills
Mutual Funds
Education
Missouri State University
Nationwide Financial March 2015 - Present
Nationwide Financial February 2014 - March 2015
Figi's Companies, Inc. August 2012 - October 2013
Sunquest Information Systems May 2010 - August 2012
Muscular Dystrophy Association, National Office February 2000 - September 2009
GEICO April 1994 - December 1996
La-Z-Boy May 1991 - August 1992
Federal Bureau of Prisons August 1987 - October 1989
Skills
Microsoft Office, Non-profits, Presentations, Public Speaking, Department Budgeting, Program Budgeting, Supervising, Corporate Events, Project Management, Coaching, Teamwork, Negotiation, Team Building, Nonprofits, Microsoft Excel, Process Improvement, Program Management, Event Planning, Software Documentation, Cross-functional Team..., Project Planning, Training, Leadership, Time Management, Access, Healthcare, Employee Relations, Outlook, Customer Service, Management, Supervisory Skills, Budgets, Recruiting, Payroll, Policy, Team Leadership, Leadership Development, Office Management, Process Scheduler, Fundraising, Data Entry, Sales, PowerPoint, Administrative..., Inventory Management, Strategic Planning, Marketing, Administration, Organizational..., Microsoft Word
Education
Strayer University (VA) 1995 — 1996
Business
Monroe County Community College 1987 — 1988
Business
Nationwide Financial September 2015 - Present
Nationwide Financial August 2014 - September 2015
Luce 2009 - 2013
AIESEC February 2011 - May 2012
Physician Shadowing 2010 - 2012
Miami University August 2011 - December 2011
Skills
Organization, Variable Products, Universal Life, Molecular Biology, Cell Biology, Pre Hospital Care, CPR Certified, MS Office, EMT, Customer Service, Sales, Oral & Written..., Medical Terminology, Building Relationships, Leadership, Social Media, Teamwork, Problem Solving, Meet Deadlines, Strategic Planning, Ethics, Customer Satisfaction, Goal Oriented, Microsoft Office
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.), Biology
Olentangy Liberty High School 2006 — 2010
Nationwide Financial June 2015 - Present
Mount Vernon Nazarene University September 2014 - Present
Huntington National Bank May 2014 - August 2014
Geoff Smith Auctioneers June 2013 - July 2014
Gap Inc./Old Navy August 2010 - July 2014
Skills
Typing, Money, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Supporting Others, Goal Oriented, People Skills, Communication Skills, Customer Service, PowerPoint, Leadership, Time Management, Teamwork, Finance, Retail, Leadership Development, Sales, Communication, Public Speaking, Event Planning
Education
Mount Vernon Nazarene University 2011 — 2015
Bachelor's degree, Financial Planning and Services
Nationwide Financial March 2014 - Present
JPMorgan Chase & Co. February 2012 - March 2014
Skills
Retirement Planning, Team Building, Employee Benefits, Series 7, Series 63, Series 65, Investments, Bass Fishing, Fly Fishing
Education
Northern Kentucky University 1984 — 1986
Business Administration and Management, General
Nationwide Insurance February 2015 - Present
Allstate-Cordova Financial Group LLC March 2014 - December 2014
Sunny Day Academy March 2013 - March 2014
Nationwide Financial March 2012 - March 2013
Hilliard City School District October 2010 - March 2012
Skills
Customer Service, Microsoft Office, PowerPoint, Event Planning, Public Speaking, Microsoft Excel, Microsoft Word, Sales, Research, Outlook, Fundraising, Social Media, Life Insurance, Insurance, Leadership, Time Management, Training, Strategic Planning, Social Networking, Teamwork, Communication, Facebook, SharePoint, eRoom, Siebel, Lotus Notes, Property & Casualty..., Scheduling, Data Entry
Education
The Ohio State University 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, Economics
Muskingum College 2007 — 2009
Nationwide Financial April 2015 - Present
Nationwide Financial March 2014 - Present
Nationwide Financial August 2012 - March 2014
Bravo Brio Restaurant Group February 2012 - September 2012
The Ohio Hispanic Coalition August 2011 - October 2011
Skills
PowerPoint, Spanish, Asset Retention, Copywriting, Customer Relations, Customer Retention, Event Planning, Fundraising, Hospitality, Journalism, Microsoft Office, Newsletters, Social Media, Team Leadership, Social Media Marketing, Marketing, Customer Service
Education
Bridging the Gap 2011 — 2011
Medical Interpreting Certification, Medical Interpreting
The Ohio State University 2008 — 2011
Bachelor's, International Studies and Spanish
La Universidad de Granada 2010 — 2010
Undergraduate studies, Hispanic Studies
Miami University 2007 — 2007
Transferring Schools
Olentangy Liberty High School 2003 — 2007
GED, State Curriculum
Series 6 License
Series 63 License
Specializations
International Development; Hispanic Studies
Nationwide Financial April 1994 - Present
Miller & Brown Enterprises, LLC January 2005 - Present
Skills
Product Development, Strategic Planning, Business Strategy, Business Development, Leadership, 401k, Qualified Retirement..., Fixed Annuities, Variable Annuities, Life Insurance, Project Management, Program Management, Series 6, Change Management, Business Process..., Customer Service, Operations Management, Project Portfolio..., Business Process..., Problem Solving, Insurance, Financial Services
Education
Mount Vernon Nazarene University 1989 — 1993
Bachelor of Arts in Business Administration, Management
Edgewood Senior High School 1985 — 1989
Crown Global Insurance Group LLC August 2015 - Present
P.J. Scooter, LLC (d/b/a skoah Boston) December 2009 - Present
BF&M Insurance Group June 2011 - May 2015
Old Mutual (Bermuda) Ltd. June 2010 - June 2011
Sun Life Financial March 2004 - April 2010
Nationwide Financial September 1999 - March 2004
Net Worth Advisors, LLC January 1998 - August 1999
Skills
Insurance, Negotiation, Business Development, Strategic Financial..., Investments, Management, Mutual Funds, Risk Management, Marketing, CRM, Leadership, Relationship Management, Financial Services, Strategy, Sales, Wealth Management..., Skin Care Products, Corporate Governance, Life Insurance, Finance, Wealth Management, Financial Planning
Education
Northeastern University
Masters of Science (M.Sc.)
Rutgers University School of Law - Camden
JD
University of Northern Iowa
BA
Nationwide Insurance August 2014 - Present
Nationwide Insurance March 2013 - July 2014
Nationwide Insurance March 2011 - March 2013
Nationwide Financial December 2008 - March 2011
Coldwell Banker King Thompson October 2008 - December 2008
Kforce Professional Staffing December 2006 - September 2008
Ashland 2006 - 2006
Skills
Recruiting, Sales Recruiting..., Forecasting, Creative Sourcing, Strategic Consulting, Team Building, Leadership, Public Speaking, Prioritize Workload, Process Improvement, Time Management, Sourcing, Strategy, Temporary Placement, Talent Acquisition, Human Resources, Interviews, Leadership Development, Management, Marketing, Organizational..., Employee Benefits, Start-ups, Program Management, New Hire Orientations, Sales, Onboarding, College Recruiting, Talent Management, Applicant Tracking..., Internet Recruiting, Hiring, Performance Management, Technical Recruiting, Training, Resume Writing, Employee Relations, Customer Retention, Employee Training, Screening Resumes
Education
Ohio Dominican University 1998 — 2003
BA, Psychology
Groveport Madison
Agents' Marketing Group March 2015 - Present
New York Life Insurance Company January 2014 - March 2015
Argentus Partners July 2011 - August 2013
Walton International Group May 2009 - June 2011
Nationwide Financial 2006 - 2007
Talbot Financial Services 1998 - 2000
Skills
Series 63, Sales Management, New Business Development, Series 7, Sales, Strategic Planning, Business Development, Account Management, FINRA, Mutual Funds, Alternative Investments, Marketing Strategy, Sales Process, Negotiation, Management, Financial Advisory, Selling, Investments, Retirement Planning, Asset Management, Leadership, Life Insurance, Salesforce.com, Real Estate
Education
Miami University 1988 — 1992
Business
Roswell High School
Thirty-One Gifts February 2013 - Present
Alliance Data July 2012 - February 2013
Thirty-One Gifts November 2010 - February 2012
JPMorgan Chase April 2010 - November 2010
Nationwide Better Health August 2008 - January 2010
Nationwide Financial February 2005 - August 2008
Nationwide Financial February 2004 - February 2005
Corporate Insurance Markets January 2000 - January 2004
Nationwide Insurance January 1998 - January 2000
Skills
Project Management, SharePoint, Leadership, Program Management, Management, Process Improvement, Vendor Management, Business Analysis
Education
Mount Vernon Nazarene University
BA, Business Administration
Information Control Company April 2011 - Present
Nationwide Financial June 2008 - August 2008
Skills
Big Data, Hadoop, Sqoop, Hive, BigSQL, Oozie, HBase, HCatalog, Apache Pig, AQL, JAQL, Apache ZooKeeper, SSIS, Cognos, SSRS, SQL, Microsoft SQL Server, Business Objects, Data Modeling, Roambi, OBIEE, Business Intelligence, Microsoft Office, SSAS 2008, PowerPivot, Information Technology, Problem Solving, Critical Thinking, Microsoft Excel
Education
Miami University 2006 — 2010
Bachelor's, MIS
Nationwide Financial January 2012 - Present
Nationwide Financial February 2002 - January 2012
Nationwide Financial February 2000 - February 2002
Education
Simmons College - Simmons School of Management 1990 — 1991
Master of Business Administration (MBA), Service Marketing
Mount Holyoke College 1977 — 1981
Bachelor of Arts (BA), Geology/Earth Science, General
MetLife March 2015 - Present
MetLife March 2011 - March 2015
MetLife November 2004 - March 2011
Nationwide Financial July 2000 - November 2004
Midland Life Insurance Company March 2000 - July 2000
William M. Mercer, Inc June 1997 - March 2000
Central Benefits June 1994 - June 1997
Skills
Fixed Annuities, Actuarial Science, Insurance, Reinsurance, Life Insurance, ALM, Retirement, Economic Capital, Financial Reporting, Variable Annuities, Risk Management, Enterprise Risk..., Pensions, Financial Risk, Investments, Capital Management, Defined Benefit, General Insurance, Embedded Value, Underwriting
Education
Villanova University 2014 — 2016
Master of Business Administration (M.B.A.)
Michigan State University 1989 — 1993
Bachelor of Arts, Finance
Nationwide Financial September 2014 - Present
Libre llc August 2008 - Present
Nationwide Financial November 2012 - September 2014
UQ Marketing August 2012 - November 2012
MKG Productions May 2008 - August 2008
Garrett Hospitality Group May 2006 - August 2006
Skills
Marketing, Microsoft Office, Public Relations, Event Planning, Customer Service, Social Media, Start-ups
Education
Miami University 2005 — 2009
Arts and Science, Communication and minor in Entrepreneurship
Dublin Coffman
Acme Markets October 2013 - Present
FTI Consulting May 2012 - August 2012
Nationwide Financial January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, C++, Research, Social Media, Teamwork, Public Speaking, Windows, English, AutoCAD
Education
New York University 2009 — 2013
Bachelor's degree, Business and Technology Management
Techni Orchid LLC March 2010 - Present
Immanuel Baptist Church March 2004 - June 2010
Nationwide Financial March 1999 - February 2003
N/A May 1997 - March 1999
SmartPages Direct September 1995 - November 1996
Skills
Data Analysis, Project Management, Public Speaking, JavaScript, Teaching, HTML, Java, Web Applications, Microsoft Office, WordPress, Customer Service, PHP, Mobile Applications, Unix, SQL, Web Development, Leadership
Education
Rochester Institute of Technology
Bachelor of Science, Computer Science with Computer Graphics concentration
Missouri University of Science and Technology
Missouri University of Science and Technology
Merkle December 2012 - Present
Nationwide Financial September 2011 - December 2012
Nationwide Financial June 2010 - August 2011
Nationwide Financial August 2009 - June 2010
Nationwide Financial January 2009 - June 2009
Strategic Leverage Consultants September 2005 - January 2008
Russell Reynolds Associates May 2000 - June 2004
Chicago Strategy Associates September 1997 - May 2000
Skills
Business Strategy, Market Research, Marketing Strategy, Innovation, New Business Development, Consensus Building, Business Case..., Growth Planning, Strategy, Analytics, Competitive Analysis, CRM, Cross-functional Team..., Segmentation
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Strategy & Economics
Northwestern University 1988 — 1992
BS, Communications
Cranbrook-Kingswood School
Mills James January 2011 - Present
Catalyst Partners; Buckeye Brittle January 2009 - Present
Women for Economic and Leadership Development (WELD) August 2011 - June 2014
Ashland Inc. July 2007 - January 2009
Nationwide Insurance 1988 - 2007
Nationwide Insurance 1999 - 2005
Nationwide Financial 1992 - 1999
Nationwide Financial 1992 - 1996
Nationwide Federal Credit Union 1988 - 1992
Skills
Marketing Communications, Marketing Strategy, Internal Communications, Promotions, Public Relations, Brand Management, Advertising, Marketing, Creative Direction, Corporate Communications, Management, Strategy, Strategic Communications, Event Management, Product Development, Marketing Research, Training, Competitive Analysis, Leadership, Budgets, Account Management, Project Management, Cross-functional Team..., Direct Mail, Market Research, Creative Strategy, Social Media Marketing, Start-ups, Integrated Marketing, Brand Development, Digital Marketing, Direct Marketing, Entrepreneurship, Social Networking
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2006
MBA, Business
Ohio Dominican University 1975 — 1979
BA, English and Communications
Alliance Data Retail Services April 2015 - Present
First Hawaiian Bank July 2013 - April 2015
First Hawaiian Bank September 2005 - July 2013
Nationwide Financial April 2005 - September 2005
Nationwide Financial April 2003 - April 2005
Skills
Strategy, Product Management, Online Marketing, Marketing, Vendor Management, Project Management, Marketing Management, Cross-functional Team..., Financial Services, IT Strategy, Banking, Business Analysis, Analytics, Strategic Planning, Marketing Strategy, Credit, Mobile Devices, Account Management, Social Media, Management, Agile Methodologies, SDLC, Customer Service
Education
Muskingum College 1993 — 1997
Bachelar of Arts, Business
Damsel in Defense Independent Damsel Pro August 2014 - Present
Nationwide Financial January 2007 - Present
You-Unlimited.com September 1999 - November 2012
Nationwide Financial January 2006 - January 2007
Nationwide Financial August 2002 - January 2006
Germain Lexus Of Dublin January 2001 - October 2001
Shperion October 2000 - October 2001
Germain Lexus Of Dublin January 2000 - January 2001
Falhaber Nissan Inc 1996 - 1999
Falhaber Nissan Inc 1996 - 1999
Skills
Leadership, Human Resources, 10 Key, Data Entry, Process Improvement, Relationship Management, Team Building, Empowerment, Insurance, Entrepreneurship, Sales, Variable Annuities, Direct Sales, Coaching, Customer Retention, Team Leadership, Public Speaking, Recruiting, Account Management, Teamwork, Networking, Event Planning, Multi-line Phone, Quality Control, Retail, Social Media, Time Management, Marketing, Customer Service
Education
College of Mount St. Joseph 1997 — 2000
Art, Education, Psychology, 3.85
Colerain High School 1992 — 1996
Nationwide Financial July 2014 - Present
Nationwide Financial July 2012 - Present
Nationwide Insurance July 2010 - Present
HSN June 2008 - June 2009
GEICO June 2007 - June 2008
GEICO 2005 - 2007
KS&R 2003 - 2004
Skills
Market Research, Customer Insight, Competitive Analysis, Analytics, Marketing Strategy, Segmentation, Data Analysis, Marketing, Strategic Planning, Product Development, Cross-functional Team..., Brand Management, Project Management, Pricing, Marketing Research, Product Management
Education
Northwestern University - Kellogg School of Management 2009 — 2010
MBA, Marketing Management and Management & Strategy
Rochester Institute of Technology 2001 — 2005
B.S. Business Administration, Marketing
Nationwide Insurance December 2014 - Present
Nationwide Financial August 2012 - December 2014
Nationwide Insurance March 2010 - August 2012
Nationwide Insurance April 2009 - March 2010
Nationwide Insurance February 2008 - April 2009
Nationwide Insurance January 2007 - February 2008
Skills
Microsoft SQL Server, Customer Service, C#, Public Speaking, Theatre, Improvisation, Microsoft Office, Research, Microsoft Excel, Ruby, VBA, .NET, Process Improvement, AutoHotKey, Life Insurance, Fixed Annuities, Variable Annuities, Visual Studio, Databases, SQL
Education
Muskingum College 1999 — 2004
Bachelor’s Degree, English Language and Literature, General
Ben Logan High School
Nationwide Financial January 2012 - Present
Nationwide Financial September 2006 - February 2012
American Red Cross of Greater Columbus January 2007 - January 2011
Nationwide Insurance October 1998 - August 2006
US Army May 1993 - January 1997
Skills
Fixed Annuities, Retirement Planning, Retirement, Insurance, Series 6, Mutual Funds, Financial Services, Process Improvement, Financial Analysis, Strategic Planning, Strategic Financial..., Pensions, Securities, Relationship Management, Investments, Asset Allocation, Employee Benefits, Strategy, Management, Sales, Training, 401k, Business Process..., Life Insurance, Banking, Business Planning, Leadership, Series 7, Business Analysis, Series 63, Wealth Management, Investment Advisory, Finance, Financial Planners, Mergers & Acquisitions, Risk Management, Defined Benefit, Analysis
Education
Mount Vernon Nazarene University 2005 — 2007
Bachelor of Science, Business Administration
LOMA
FFSI, Fellow Financial Services Institute
Olympic Indoor Tennis Center October 2012 - Present
Nationwide Childrens Hospital February 2015 - August 2015
Nationwide Financial January 2014 - September 2014
The New Albany Tennis Center September 2009 - September 2012
The University of Michigan May 2009 - September 2009
Johns Hopkins Medicine June 2008 - August 2008
Adidas January 2008 - May 2008
Sweet Dreems, Inc. December 2005 - August 2006
Hines Nicklaus Sullivan (HNS) Sports Group April 2006 - June 2006
The Auld Company August 2003 - November 2004
Skills
Event Planning, Event Management, Market Research, Public Relations, Marketing, Strategy
Education
University of Michigan 2008 — 2009
Master of Arts, Kinesiology
University of Michigan 2006 — 2007
Health Management and Policy, School of Public Health
The Ohio State University 2004 — 2005
Pre-Graduate School Course Study, Continuing Education and Teaching
Miami University 1997 — 2001
Bachelor of Arts, Psychology and Organizational Behavior
TIAA-CREF March 2014 - Present
Fundable July 2012 - Present
Dawn Kurzynowski June 2012 - Present
Nationwide Financial February 2006 - March 2014
Nationwide Financial August 2003 - February 2006
Citi June 1999 - August 2003
Skills
Retirement Planning, Copywriting, Newsletters, Blogging, Marketing, Advertising, Editing, Financial Advisory, Sales, CRM, Financial Services, Mutual Funds, Marketing Communications, Strategy, Retirement
Education
Michigan State University 1991 — 1995
Bachelor of Arts, Humanities-Prelaw
Nationwide Financial May 2008 - Present
Education
Miami University 1999 — 2003
Nationwide Insurance August 2014 - Present
Pottery Barn Kids April 2004 - Present
Nationwide Financial July 2006 - July 2014
Skills
Customer Service, Marketing Strategy, PowerPoint, Process Improvement, Event Planning, Automotive, Project Management, Team Building, Recruiting, Account Management
Education
Michigan State University 1995 — 1999
Bachelor Art and Science, Communications
Wells Fargo Project Delivery LeaderWells Fargo Bank1993 - Present
Nationwide Financial 1996 - 1999
Education
Northern Illinois University 1984 — 1989
BS, Operations Managment, Computer Science
Nationwide Financial June 2010 - Present
Nationwide Financial January 2008 - June 2010
Aeon Corporation January 2006 - May 2007
Skills
Project Management, Process Improvement, Strategic Partnerships, Project Planning, Business Analysis, Business Strategy, Microsoft Office, Research, PowerPoint, Teaching, Microsoft Word, Life Insurance, Japanese
Education
Miami University 2001 — 2005
BA, Economics, International Studies
Nationwide Financial April 2001 - Present
Skills
401k, Estate Planning, Fixed Annuities, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Financial Services, Asset Allocation, Securities, Insurance, Finance
Education
University of Miami School of Law 1991 — 1992
Master of Laws (LL.M.), Taxation
University of Bridgeport 1988 — 1991
Juris Doctor (JD)
Muhlenberg College 1984 — 1988
Bachelor of Arts (B.A.)
American Honda Motor Company, Inc. July 2013 - Present
American Honda Motor Company, Inc. July 2013 - Present
Toyota Motor Sales July 2012 - July 2013
Nationwide Financial October 2011 - December 2012
Community Senior Serv December 2009 - October 2011
California State Automobile Association (AAA) May 2005 - July 2008
California State Automobile Association (AAA) May 2001 - May 2005
Kenwood USA December 1998 - January 2001
Hyundai Motor America July 1997 - December 1998
Mitsubishi Motors April 1996 - June 1997
Skills
Quality Assurance, Insurance, Call Center, Customer Service, Visio, Leadership, SDLC, Software Documentation, Business Analysis, Requirements Analysis, Analysis, Vendor Management, Process Improvement, Automotive
Education
Kensington Legal Studies 2008 — 2009
Paralegal, Substantive law
National University 2004 — 2004
Criminal Justice/Safety Studies
Magnolia high school 1984 — 1987
General
Coverdale Consulting Group LLC December 2010 - Present
The Creative Group May 2014 - Present
Nationwide Financial May 2010 - October 2010
Skills
Graphic Design, Web Design, Web Development, Photoshop, Dreamweaver, Illustrator, InDesign, HTML5, CSS, Email Marketing, Graphics, 3D graphics, Graphics Software, Content Management, JavaScript, jQuery, Market Research, Microsoft Excel, Google Analytics
Education
The Ohio State University Fisher College of Business 2005 — 2008
MBA, Marketing Strategy
Miami University 1997 — 2003
BS, Systems Analysis
Walton International Group May 2009 - Present
Nationwide Financial July 2006 - March 2007
AIG Advisor Group March 2004 - March 2005
Allianz April 2000 - April 2002
Safeco March 1998 - June 2000
Ibbotson Associates October 1996 - March 1998
Education
Miami University 1988 — 1992
Allianz Life Financial Services, LLC 2003 - Present
Nationwide Financial 2001 - 2003
Skills
Series 7, Series 63, Annuities
Education
Northeastern University 1978 — 1983
BS in Business Administration, Finance
Nationwide Financial 2011 - Present
Nationwide Financial 2006 - 2011
Fritz-Rumer-Cooke Co., Inc January 2000 - December 2002
American Express Financial Advisors 1996 - 1999
Morgan Stanley Private Wealth Management September 1993 - December 1994
Skills
Portfolio Management, Sales Management, Fixed Annuities, Insurance, Series 63, Alternative Investments, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Strategic Planning, Financial Services, Relationship Management, Retirement Planning, Sales Presentations, 401k, Series 6, Retirement, Life Insurance, Series 7, Financial Advisory, Asset Allocation, Finance, Sales, Management, Marketing, Securities, Asset Management
Education
Ohio Dominican University 2005 — 2006
MBA, Business
Miami University 1988 — 1993
BS, Finance
Nationwide Financial December 2014 - Present
Wells Fargo January 2013 - November 2014
John Hancock 2007 - December 2012
John Hancock 2001 - 2007
Skills
Series 63, Pensions, 401k, Series 7, Retirement, Series 6, Retirement Planning, Retirement Plan..., Relationship Management, Sales Presentations, Defined Contribution, Asset Allocation, Defined Benefit, FINRA, Financial Services, Investments, Mutual Funds, Profit Sharing, Strategic Financial..., Wealth Management, Financial Planning
Education
Nankai University
Mandarin Chinese
University of Miami
BA, History
University of Minnesota-Twin Cities
MA, East Asian Affairs
Nationwide Insurance October 2012 - Present
Nationwide Insurance September 2010 - November 2012
Nationwide Insurance June 2007 - February 2011
Nationwide Insurance April 2005 - June 2006
Nationwide Financial June 2005 - April 2006
Skills
Insurance, Access, Analysis, Leadership, Training, Process Improvement, Quality Assurance, Microsoft Office, Claim, Data Analysis
Education
Ohio Dominican University 2008 — 2009
Masters, Business Administration
Miami University 2000 — 2004
BA
Prudential Financial 2010 - Present
Aviva June 2009 - June 2010
Genworth Financial September 2007 - February 2009
Nationwide Financial October 1996 - September 2007
Education
The Ohio State University 1994 — 1996
MS, Mathematics
Nankai University 1987 — 1991
BS, Mathematics
Nationwide Insurance May 2013 - Present
Nationwide Insurance October 2009 - May 2013
Nationwide Financial 2007 - 2009
Skills
Calendaring, Administrative..., Office Management, Spreadsheets, Calendars, Lotus Notes, Travel Arrangements, Office Administration, Outlook, Confidentiality, File Management, Expenses, Telephone Skills, Notary Public, Data Entry, Office Equipment, Fax, Invoicing, Microsoft Office 2007, Expense Reports, Accounts Payable, Expense Management, Executive..., Executive Level..., Heavy Calendaring, Accounts Receivable, Time Management, Microsoft Excel, Process Scheduler, Microsoft Publisher, Travel Planning, Records Management, Administrative Work, Meeting Planning, Appointment Scheduling, Concur, Organization &..., Visio, Microsoft Office, Teamwork, Microsoft Word, Access, Filing, Adobe Acrobat, PeopleSoft, Executive Support, Administration, QuickBooks, Online Research, Software Documentation
Education
Ohio Christian University 2015 — 2017
Master’s Degree, Business, Management, Marketing, and Related Support Services
Ohio Christian University 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General, 4.0
Marysville 1974 — 1977
Vocational, Secretarial
Nationwide Financial December 2010 - Present
Wendys International April 2001 - Present
Nationwide Financial July 2006 - November 2010
Warner Lambert 1993 - 2001
PepsiCo - Quaker Oats 1988 - 1993
Skills
Marketing, Market Planning, Cross-functional Team..., Strategic Planning, Analytics, Project Management, FMCG, Segmentation, Competitive Analysis, Retirement, Marketing Strategy, Business Strategy, Management Consulting, Customer Insight, Strategy
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Masters in Management, Marketing, Strategy
University of Oklahoma 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
NASD Licenses
Series 6, 26 and 65
Biotek Labs 2012 - Present
The Guardian Life Insurance Company of America 2010 - 2012
Nationwide Financial 2002 - 2009
Kelmoore Investment Company 2001 - 2002
Villanova Capital/Gartmore Investments 1999 - 2001
Neuberger Berman 1996 - 1999
Oppenheimer Funds 1993 - 1996
Morgan Stanley 1989 - 1993
Education
Miami University 1983 — 1987
BS, Marketing
Nationwide Financial April 2011 - Present
LPL Financial September 2009 - April 2011
Telhio Investment Services November 2003 - September 2009
Church of the Nazarene 1975 - 1996
Church of the Nazarene 1975 - 1996
Skills
Public Speaking, Client Development, Consultancy, Mutual Funds, Series 7, Retirement Planning, Process Improvement, Asset Management, Insurance, Series 63, Series 65, 401k, IRAs, Investments, Investment Advisory, Asset Allocation, Retirement, Series 6, Fixed Annuities, Investment Strategies, Wealth Management, FINRA, Securities, Financial Advisory, Wealth, Financial Planners, Variable Annuities, Alternative Investments, Wealth Management..., Strategic Financial..., Financial Services, Life Insurance, ETFs, Investment Management, Bonds, Pensions, Series 24, Relationship Management, Long-term Care, Long Term Care Insurance, Personal Financial..., Portfolio Management, Disability Insurance, Wealth Accumulation, Roth IRA, 401k Rollovers, Income Protection, Strategic Planning, Term Life Insurance, Defined Benefit
Education
Southern Nazarene University 1975 — 1978
MA, Religion, Psychology
Southern Nazarene University 1973 — 1975
Bachelor of Arts, Religion, Psychology
Mount Vernon Nazarene University 1971 — 1973
AA, Psychology
Nationwide Insurance March 2014 - Present
CAbi, Carol Anderson by invitation January 2010 - Present
1 Stop Bead Shop 2008 - Present
Nationwide Insurance January 2009 - March 2014
Elizabeth Blackwell Center Service Board January 2006 - January 2010
Nationwide Insurance November 2003 - October 2004
Nationwide Financial January 2001 - November 2003
Nationwide Financial August 1999 - January 2001
Skills
Process Improvement, Call Centers
Education
Otterbein University 1998 — 2000
Master of Business Administration, International Business & Technology
Montana State University-Bozeman 1992 — 1996
Bachelor of Science, Business
Nationwide Financial February 2010 - Present
Sun Life Financial November 2005 - December 2009
Guardian Life Insurance November 2004 - November 2005
Skills
Financial Services, Variable Annuities, Mutual Funds, Retirement Plan..., Long-term Care, Social Security, Public Speaking, Series 6
Education
Mercyhurst University 1990 — 1993
BS, Hospitality Management
Muskingum College 1988 — 1989
JPMorgan Chase February 2012 - Present
JP Morgan Chase February 2011 - February 2012
JPMorgan Chase February 2011 - February 2012
Thompson Tractor Company July 2007 - June 2009
Nationwide Financial July 1998 - July 2007
Skills
Analysis, Strategic Planning, Research, Statistics, Business Requirements, Software Implementation, Process Improvement, Technology..., Business Process..., Cash Vault Process..., Financial Analysis, Query, Quality Management, Claims Management, Billing Solutions, Acquisition Analysis
Education
Mount Vernon Nazarene University 2000 — 2002
Bachelor's, Business of Administration
Southeast College of Technology 1994 — 1996
Associates, Business of Administration
Nationwide Financial
Skills
Succession Planning, Employee Benefits, Onboarding, Talent Acquisition, Personnel Management, Talent Management, Workforce Planning, Employee Relations, Deferred Compensation, Employee Engagement, Organizational..., Performance Management, Human Resources, Leadership Development, Training, Insurance, Process Improvement, Mergers & Acquisitions
Education
The Ohio State University 1985 — 1987
MLHR, Human Resources
Miami University 1976 — 1980
B.S., Business Education
Nationwide Financial
Skills
SDLC, Agile Methodologies, Process Improvement, Business Analysis, Visio, Insurance, Requirements Analysis, Business Process..., Quality Assurance, Vendor Management, Business Requirements, Requirements Gathering, Quality Center
Education
Muskingum College 1984 — 1988
BA, Business, French
The Wendy's Company August 2015 - Present
Nationwide Financial July 2014 - June 2015
Nationwide Financial October 2013 - June 2014
Nationwide Financial January 2013 - September 2013
CareWorks Tech January 2013 - September 2013
CAS October 2012 - December 2012
Cardinal Health March 2012 - September 2012
World Financial Group (WFG) November 2011 - August 2012
R&B PC Solutions 2010 - 2012
Tarleton State University November 2007 - January 2011
Skills
Java, XML, HTML, Quality Center, JavaScript, Agile Methodologies, Technical Support, Ruby, Linux, SQL, Troubleshooting, LoadRunner, Software Development, Engineering, Programming, Android Development, Ruby on Rails, Physics, Mathematics, Testing, SDLC, Performance Engineering, Script Creation, Defect Logging, HP Quality Center, HP Performance Center, QTP, SiteScope, Wily Introscope, Cucumber, RubyMine, ATDD, BDD, Windows
Education
Muskingum College 2015 — 2019
Master's Degree, Master of Information Strategy, Systems and Technology (MISST)
Tarleton State University 2005 — 2010
BS in Computer Science, minor General Engineering, minor Spanish
Nationwide Financial
Skills
Enterprise Risk, Asset Liability..., Modeling
Education
Miami University 1990 — 1994
BS, Mathematics & Statistics
Nationwide Financial June 2015 - Present
JP Morgan Chase 2005 - April 2015
Skills
Disaster Recovery, Business Analysis, SDLC, Unix, SQL, Visio, Requirements Gathering, DB2, Vendor Management, IT Management, Project Management, Public Speaking, Data Migration, Management, Requirements Analysis, Integration, Customer Service, Software Project..., Sybase, IBM iSeries, Systems Analysis, Process Improvement, Software Documentation
Education
Northwood University 1989 — 1992
Bachelor's degree, Management Information Systems, General; Business Administration
Powderhorn Wealth Management 2008 - Present
Nationwide Financial 1999 - 2004
Education
Suffolk Law School 1972 — 1975
Doctor of Law (JD)
Northeastern University 1964 — 1970
Bachelor of Science (BS), Finance and Insurance
The Worker's Compensation Rating & Inspection Bureau UnderwriterThe Worker's Compensation Rating & Inspection BureauFebruary 2014 - Present
Nationwide Financial September 1994 - May 2007
Skills
Microsoft Office, Customer Service, Management, Project Management, Strategic Planning, Public Speaking, Research, Leadership, Microsoft Word, PowerPoint
Education
Ohio Christian University
Bachelor of Arts (B.A.), Business Management and Organziational Leadership
Nationwide Financial May 2013 - Present
Aviva USA January 2011 - May 2013
Aviva USA May 2008 - December 2010
Aviva USA July 2006 - December 2007
Skills
Insurance, Investments, Mathematics, Enterprise Risk..., Life Insurance, Term Life Insurance, Underwriting, Fixed Annuities, Actuarial Science, Risk Management, Financial Risk, Reinsurance
Education
Northeastern University 2003 — 2008
Bachelor of Science (B.S.), Mathematics and Computer Science
Nationwide Financial September 2005 - Present
Education
Miami University 1988 — 1992
Bachelor's degree, Accounting
Nationwide Financial March 2005 - Present
Education
Miami University 1998 — 2002
Bachelor of Science (B.S.)