Nationwide Financial Services
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: 1 (877) 669-6877 Technical support: 1 (877) 304-1065 Headquarters: Columbus, OH CEO: Stephen R Rasmussen (Feb 2009–) Number of employees: 32,110 Subsidiaries: Allied Insurance, E-Risk Services, LLC,
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Nationwide Financial Services Employees
Central Ohio Financial Planning Association January 2013 - Present
Mentel Financial Services, LLC January 2013 - Present
Franklin University January 2009 - Present
Central Ohio Financial Planning Association January 2009 - 2012
Cephas Capital Management 2006 - 2012
Wachovia Securities 2004 - 2006
The Ohio State University 2002 - 2005
Federal Reserve Board 2003 - 2004
Nationwide Financial Services 1999 - 2002
Metatec International 1997 - 1999
Skills
Financial Services, Strategic Financial..., Investment Management, Investments, Portfolio Management, Retirement Planning, Asset Managment, Insurance, Financial Analysis, Risk Management, Mutual Funds, Wealth Management, Financial Modeling, Asset Allocation, Alternative Investments, Non-profits, Series 7, Coaching, Strategic Planning, Estate Planning, Small Business, Finance, Asset Management, 401k, Investment Advisory, Financial Planners, Financial Planning, Nonprofits
Education
The Ohio State University 2003 — 2005
MS, Financial Planning
The Ohio State University 1993 — 1997
Keller Williams Realty May 2012 - Present
Financial Engines July 2004 - April 2012
Financial Engines Inc. July 2004 - April 2012
Nationwide Financial Services June 2003 - July 2004
Skills
College for Financial..., Portfolio Management, Strategic Financial..., Investment Properties, Insurance, Financial Analysis, Financial Services, Real Estate, Selling, Marketing, Financial Advisory, Investors, First Time Home Buyers, Foreclosures, Strategic Planning, Real Estate Transactions, Short Sales, Negotiation, Real Estate Economics, Management, Finance
Education
College for Financial Planning 2006 — 2006
Attained CMFC (Charter Mutual Fund Counselor)
College of Financial Planning 1994 — 1994
Arizona State University 1980 — 1985
Bachelor of Science (BS), Economics
AIG January 2013 - Present
Nationwide Financial Services October 2009 - January 2013
Lincoln Financial Distributors September 2007 - October 2009
Hartford/Planco April 2004 - October 2007
Smith Barney December 1999 - April 2004
Pittsburgh Steelers, Houston Oilers, Green Bay Packers 1989 - 1997
Skills
Sales Management, Marketing Strategy, Retirement Planning, Musician, Motivational Speaking, Sales, Sales Operations, Retirement, Series 63, Leadership, Team Building, 401k, Financial Services, Insurance, Life Insurance, Marketing, Mutual Funds, Recruiting, Business Development, Series 7, Fixed Annuities, Asset Allocation, Variable Annuities, Strategic Planning
Education
Institute Of Business And Finance 2014 — 2015
Certified Fund Specialist, Financial Planning, Asset Allocation and Diversification
The American College
Chartered Financial Consultant, Financial Planning and Services
Northern Michigan University 1984 — 1989
Bachelor Of Science, Business Management
Department of Design, Ohio State University Columbus, Ohio September 2009 - Present
The Wexner Center for the Arts September 2005 - August 2008
Centrifusion / Dewpoint November 2000 - May 2002
LSY Interactive October 1999 - October 2000
Nationwide Financial Services April 1998 - October 1999
CompuServe February 1994 - March 1998
Skills
Research, InDesign, Graphic Design, Information Architecture, Flash, Photography, Art Direction, Adobe Creative Suite, Industrial Design, Animation, User Interface Design, Web Design, Videography, Visual Communication, Interaction Design, Illustrator, Art, Multimedia, CSS, HTML 5
Education
The Ohio State University
MFA, Design Development
The Ohio State University
BA, Architecture
Nationwide Financial September 2012 - Present
Nationwide Financial Services December 2010 - September 2012
Nationwide Financial March 2006 - March 2009
Nationwide Financial Services April 2001 - March 2006
Waddell & Reed, Inc. May 1996 - April 2001
Skills
Investments, Lotus Notes, Proposal Writing, Series 6, Business Planning, Retirement Planning, Building Relationships, Research, Sales Process, Licensing, Financial Services, Fixed Annuities, Marketing, Public Speaking, Sales, New Business Development
Education
Franklin University
Financial Planning
The American College
ChFC
Mercer Advisors August 2015 - Present
USAA Wealth Management January 2014 - March 2015
New Albany Capital Partners, LLC August 2011 - January 2014
KGL Holdings October 2009 - March 2010
Nationwide Financial July 2008 - September 2009
Agility (Formerly PWC Logistics) December 2006 - June 2008
Lincoln Financial Distributors February 2005 - November 2006
Wachovia Bank 2002 - 2004
Sun Life Financial 2000 - 2002
Nationwide Financial Services 1993 - 2000
Skills
Strategic Planning, Risk Management, Business Development, Portfolio Management, Strategy, Operations Management, Leadership, Management, Business Planning, Business Strategy, New Business Development, Competitive Analysis, Process Improvement, Team Building, Analysis, Executive Management, Budgets, Investments, Strategic Financial..., Insurance, Cross-functional Team..., Program Management, CRM, Forecasting, Team Leadership, Project Planning, Account Management, Negotiation, Contract Negotiation, Mergers & Acquisitions
Education
Xavier University - School of Business Administration 1998 — 2000
MBA
Ohio University 1982 — 1986
BBA, Marketing
College for Financial Planning
Certified Financial Planner™ (CFP®)
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Sacramento's K-ZAP September 2013 - Present
Northern Light Financial 2005 - Present
Independent Marketing Consultant 1994 - Present
CBS Radio August 2011 - July 2012
Farmers Insurance November 2009 - June 2011
Nationwide Financial Services March 2007 - November 2009
Travel Ad Network 2006 - 2007
Various.coms 1999 - 2007
Business.com 2000 - 2001
Various Publications 1989 - 1999
Skills
Insurance, New Business Development, Sales, Marketing, Sales Management, Account Management, Strategic Planning, Marketing Strategy, Customer Service, Small Business, Advertising, Budgets, Start-ups, Social Media Marketing, Business Development, Strategy, Leadership, Selling, Online Advertising, Lead Generation, Negotiation, Management, Team Building, Social Networking, Integrated Marketing
Education
Golden Gate University 1985 — 1987
MBA, Management
University of the Pacific 1973 — 1977
BA, Broadcasting and Business
Carter Mario Injury Lawyers October 2014 - Present
Mount Southington Racing Team October 2012 - Present
Suburban Sports April 2010 - October 2014
Connecticut Yankee Council December 2009 - April 2010
Suburban Sports September 2009 - December 2009
Hartford Life Ins. Co August 2007 - 2009
Hartford Life Ins. Co July 2004 - August 2007
Ski Sundown 1992 - 2007
Travelers Life & Annuity May 2003 - August 2004
Nationwide Financial Services August 2001 - May 2003
Skills
Customer Service, Sales, Management, Training, Call Centers, Finance, Insurance, Process Improvement, Team Building, Public Speaking, Microsoft Excel, Leadership Development, Event Planning, Coaching, Project Management, Microsoft Office, Outlook, Microsoft Word, Team Leadership, Analysis, Event Management, Public Relations, PowerPoint, Change Management, Sales Management, Operations Management, Performance Management, Teamwork, New Business Development
Education
The Ohio State University 1994 — 2000
BA, English
Granby Memorial High Schoo
Bank of America October 2012 - Present
Riddell Law Office May 2005 - June 2014
JPMorgan Chase September 2009 - May 2011
Nationwide Financial Services July 1998 - September 2009
Pensions January 2002 - August 2004
Skills
Variable Annuities, Annuity Underwriting, Relationship Management, Quality Assurance, Asset Retention, Business Development, Issue Resolution, Backend Operations, Typing 70 wpm, Customer Retention, World Class Customer...
Education
Bowling Green State University 1988 — 1993
Bachelor of Science, Education
New York Life Insurance Company August 2013 - Present
Farifield County Board of Education November 2012 - June 2013
Tacklemaker Gloves July 2009 - December 2011
Procter & Gamble November 2001 - June 2009
Fountain of Youth Technologies January 2001 - November 2001
Nationwide Financial Services June 1999 - July 2000
National Deferred Compensation March 1994 - June 1999
National Deferred Compensation March 1994 - June 1999
(Acquired by Nationwide Financial Services in 1999) 1999 - 1999
National Deferred Compensation August 1997 - September 1998
Skills
Leadership, Business Development, Strategic Planning, Management, Sales, Key Account Management, Training, New Business Development, Selling, Asset Protection, 401(k) Rollovers, Investments, Insurance, Estate Planning, Retirement planning, Annuity Sales, Protection..., Collaboration, Wealth Preservation..., Gifting Strategies, Multi-Generational..., Succession planning, Small Business, Key Client Relationships, Entrepreneurship, Product Development, Commercial Sales, Persuasive Selling, Consultative Sales..., Problem Solving, Customer Service, Presentations, Marketing Communications, Web Content, Project Management, Operations Management, Program Implementation, Business Planning, Trade Shows, Marketing Research, Negotiation, Web Design, International Business..., International..., Heavy Equipment..., Pioneering, Substitute Teaching, FLMI, Succession Planning, Retirement Planning
Education
Ohio University 1982 — 1984
B.B.A., Finance (With Honors)
The Ohio State University 1979 — 1982
Finance, General
Bloom Carroll High School
Marketing Workshop, Inc November 2010 - February 2012
TNS North America June 2005 - November 2010
CMI July 2004 - April 2005
NATIONWIDE MUTUAL COMPANY December 2003 - July 2004
Nationwide Financial Services December 2001 - November 2003
SEGMENTED MARKETING SERVICES, INC June 2001 - November 2001
MARKET PERSPECTIVES, INC March 2000 - April 2001
RJ REYNOLDS TOBACCO COMPANY May 1999 - August 1999
Skills
Market Research, Questionnaire Design, Project Management, Manage client..., Manage Client..., Report Writing, Primary Research
Education
WAKE FOREST UNIVERSITY, Babcock Graduate School of Management Winston
Master, Business Administration; Brand Management, Marketing
Hampton University 1994 — 1998
Bachelor of Science, Marketing
N. E. Fried and Associates, Inc. DBA The Learning Engine and My Executive Coach 1983 - Present
San Diego Professional Coaches Alliance January 2008 - Present
Anderson-davis (purchased by) Myca Learning 2007 - Present
Vital Learning 2003 - Present
Performance Support Systems 2000 - Present
San Diego Professional Coaches Alliance 2007 - 2008
UCSD June 2004 - December 2004
Nationwide Financial Services June 1977 - January 1983
Skills
Executive Coaching, Leadership Development, Organizational..., Coaching, Talent Management, Training, Career Development, Leadership, 360 Feedback, Organizational..., Executive Development, Management Development, Performance Management, Emotional Intelligence, Human Resources, Public Speaking, Blended Learning, Personnel Management, Staff Development, Keynote, Presentation Coaching, Executive Positions, Executive Assessment, Individual Assessment, Individual Development, Individual Training, Group Training, Classroom Instruction, Blended Learning..., Leadership Workshops, Presentation Skills..., Neuroscience, Classroom, Personal Training, Business Coaching
Education
The Ohio State University 1976 — 1978
Ph.D., Vocational/Technical Edu - Business
The Ohio State University 1974 — 1975
Master of Arts, Business Education
The Ohio State University 1966 — 1970
BS, Education
Charles F. Brush High School 1964 — 1966
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
Nationwide Financial services Director MarketingBellSouth TelecommunicationsJune 1997 - June 2005
BAPCO 1997 - 2005
Skills
Product Management, Marketing, Market Research, Advertising, Customer Acquisition, Leadership, Financial Services, Strategic Planning, New Business Development, Marketing Strategy, Customer Retention, Customer Insight, Direct Marketing, Management, Email Marketing, Integrated Marketing, Brand Management, Analytics, Segmentation, Business Strategy, Retirement Planning, Series 6, Lead Generation, Strategy, Insurance, Marketing Communications, Strategic Partnerships, Digital Marketing, Business Analysis, Cross-functional Team...
Education
Indiana University Bloomington 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Central State University
Bachelor's Degree, Accounting
Nationwide Financial Services June 2015 - Present
Owens Corning January 2012 - June 2015
LexisNexis October 2010 - January 2012
LexisNexis September 2008 - September 2010
LexisNexis December 2006 - August 2008
LexisNexis January 2006 - November 2006
LexisNexis February 2004 - January 2006
E-Pulsetrak 2002 - 2004
ManTech International Corporation (DBA Vobix) 2000 - 2002
Skills
E-commerce, SaaS, Product Management, Databases, Analytics, Product Development, Team Leadership, SOA, Cloud Computing, Lead Generation, Mobile Applications, Software Development, Web Content Management, Leadership, Web Development, User Experience, Enterprise Architecture, Management, Social Media, IT Strategy, Business Development, Web Services, Solution Architecture, Program Management, Offshore Software..., Web Applications, Digital Marketing, CMS, Application Architecture, Vendor Management, Email Marketing, Entrepreneurship, .NET, Mobile Technology, XML, B2B, Agile Project Management, Technology Leadership, API Development, Social Media Technology, Social Media Architect, Online Product..., Social Commerce, Learning Management..., Web Content Management..., Database driven..., E-commerce Solutions, Leading Cross..., Educational Technology, ITIL v3 Foundations...
Education
Wright State University 2007 — 2009
MBA, Innovation and Change Management
Heriot-Watt University 1996 — 1997
Post Graduate Certificate, Organizational Behaviour
Dr. Rajendra Prasad Institute of Communication & Management 1990 — 1991
Post Graduate Diploma, Sales and Marketing Management
Delhi University 1985 — 1988
Bachelors in Commerce with Honors, Business, Accounting, and Economics
Nationwide Insurance December 2011 - Present
Nationwide Financial March 2010 - December 2011
Central Community House April 2005 - April 2011
Nationwide Financial Services January 2009 - March 2010
Nationwide Financial November 2006 - December 2008
Nationwide Insurance May 2006 - November 2006
Nationwide Financial March 2004 - May 2006
Nationwide Financial March 2000 - March 2002
Skills
Business Performance..., Project Management, Change Management, Operational Efficiency, Cross-functional Team..., Six Sigma, Team Building, Management, Process Improvement, Customer Service, Risk Management, Team Leadership, Business Analysis, Coaching, Continuous Improvement, Leadership, Training, Program Management, Business Strategy, Strategy, Strategic Planning, Human Resources, Budgets, Analytics, Call Centers, Vendor Management, Insurance, Business Process..., Sourcing, Finance, Policy, Analysis, Operational Excellence, New Business Development, Project Portfolio..., Organizational..., Performance Management, Operations Management, Customer Experience, Executive Management, Leadership Development, Management Consulting, Process Management, Business Process, Business Planning, CRM, Financial Services, IT Strategy, Visio, SDLC
Education
Franklin University 2006 — 2008
Masters of Business Administration
Franklin University 2001 — 2006
Bachelor of Business Administration
Window to Wall Street & The Wright Solution February 2000 - Present
H & R Block Tax & Financial Services September 2006 - March 2011
Spectrum Global Hedge Fund Administration 2007 - 2007
State of Ohio Department of Public Safety September 2005 - June 2006
Nationwide Financial Services 1981 - 2003
Nationwide Insurance 1981 - 2000
Nationwide Insurance & Financial Services January 1999 - August 1999
Nationwide Insurance & Financial Services January 1985 - January 1999
Nationwide Insurance 1981 - 1999
Nationwide Insurance & Financial Services January 1984 - January 1985
Skills
Insurance, Financial Analysis, Financial Modeling, Budgeting, Accounting, Tax, Compliance Management, Management, Marketing, Public Speaking, Public Relations, Budgets, Team Leadership, Mergers & Acquisitions, Leadership, Finance
Education
Eastern Michigan University 1977 — 1979
MBA, Management
Western Michigan University 1973 — 1976
BBA, Accounting & Finance
Kalamazoo Valley Community College 1972 — 1974
AA, Business
Lansing Community College
Associates Degree, Business - Accounting
Seniormark, LLC January 1997 - Present
Nationwide Financial Services 2004 - 2009
World Financial Group 1997 - 2004
Skills
Retirement, Finance, Financial Planners, Disability Insurance, Healthcare, Strategic Planning, Medicare, Insurance, 401k Rollovers, Strategic Financial..., Customer Service, Small Business, Retirement Planning, Long-term Care
Education
Wright State University 1987 — 1991
Heidelberg University
Nationwide Financial Services January 2000 - Present
New York Life Insurance Company January 1997 - January 2000
New York Life Insurance Company 1998 - 2000
Dreyfus June 1980 - March 1998
BlackRock - Compass Capital Group January 1997 - January 1997
Dreyfus Service Corp January 1982 - January 1997
Skills
Mutual Funds, Fixed Annuities, Public Speaking, Pensions, Retirement, Series 6, Banking, Retirement Planning, Estate Planning, Long-term Care, Selling, Strategic Financial..., Variable Annuities, IRAs, Financial Advisory, Financial Services, Investments, Asset Management, Sales, Asset Allocation, Securities, 401k, Investment Advisory, Portfolio Management, Alternative Investments, Universal Life, Series 7, Life Insurance, Wealth Management, Series 65, Series 63, Separately Managed..., Investment Strategies, Series 24, Insurance
Education
The American College 2007 — 2010
ChFC, Financial Planning
Sacred Heart Academy 1975 — 1979
HS
Nationwide Financial Services August 2007 - Present
Central Ohio Coaches March 2003 - December 2009
Imago Performance Consulting Group April 2004 - September 2009
Protegrity Services January 2001 - April 2004
Skills
Public Speaking, Coaching, Leadership, Strategy, Sales, Leadership Development, Strategic Planning, Team Building, Organizational..., Change Management, Training, Staff Development, Entrepreneurship, Team Leadership, Executive Coaching, Management Consulting, Workshop Facilitation
Education
Antioch University 2002 — 2006
PhD, Leadership and Change
University of Cincinnati 1977 — 1978
M.ED, Community Health
University of Dayton 1972 — 1976
Bachelor of Science (BS), Health and Physical Education
Network Controls & Electric Inc September 2014 - Present
Navigator Consulting & Intermediaries, LLC March 2009 - Present
Cruiserworks, LLC September 1997 - August 2005
Nationwide Financial Services 1992 - 1998
Dreyfus 1987 - 1992
Skills
Mergers, Team Building, Management Consulting, Entrepreneurship, Strategic Planning, Mergers & Acquisitions, Energy Conservation..., Small Business, Energy Efficiency, Business Strategy, Marketing Strategy, Start-ups, Negotiation, Executive Coaching, Marketing, Contract Negotiation, Operations Management, Leadership Development, New Business Development, Sales
Education
Ohio State University 1972 — 1976
Bachelor of Science (B.S.), Natural Resource Management
The Ohio State University
BS, Natural Resources
Legacy Financial Group May 2014 - Present
Wellesley Financial May 2013 - May 2014
Rockland Trust March 2006 - November 2011
Granite Financial Group January 2001 - December 2010
US Army February 2003 - January 2005
CitiStreet January 2002 - June 2003
Nationwide Financial Services January 1996 - May 2001
Skills
Financial Planner, Logistics Planning, Senior Living, Mortgage Lending, Reverse Mortgages, Loans, Credit, Retirement, Loan Origination, FHA, Strategic Financial..., Residential Mortgages, Seniors, Financial Services, Finance, Small Business, Financial Planning, Investments, Military Logistics
Education
US Army Command and General Staff College 1997 — 1999
Masters, Logistic Studies
Norwich University
Bachelors Degree, Government/Business
Securitas September 2011 - Present
Ohio Insurance Services Incorporated February 2010 - September 2011
Nationwide Insurance Company 16 Years Of Service September 2002 - October 2007
Nationwide Health Plans October 2000 - September 2002
Nationwide Health Plans March 1998 - October 2000
Nationwide Health Plans August 1996 - March 1998
Nationwide Insurance January 1996 - August 1996
Nationwide Insurance June 1992 - January 1996
Nationwide Financial Services August 1991 - June 1992
Skills
Training, Underwriting, Coaching, Claim, Disability Insurance, Management, Customer Satisfaction, Life Insurance, Process Improvement, Microsoft Word, Insurance, Health Insurance, Employee Benefits, Microsoft Excel, Leadership, Account Management, Customer Service, Administration, Team Building, Marketing, Outlook
Education
The Ohio State University 1992 — 1994
Accounting
Independence High School 1988 — 1992
Business Professionals of America
Independence High School
Certificate, Specialization
Southeast Career Center (Insurance)
The Ohio State University
ALPS, A DST Company November 2013 - Present
Red Oak Wealth Management, LLC March 2012 - November 2013
SunAmerica December 2010 - March 2012
ING August 2007 - December 2010
Ameriprise Financial 2005 - 2007
Nationwide Financial Services 2001 - 2005
Skills
Investment Management, Income Protection, Retirement Planning, Qualified Retirement..., Licensed Life & Health..., Education Funding, Asset Managment, Asset Allocation, Mutual Funds, Team Leadership, Team Management, Sales Presentations, Problem Solving, Collaborative Problem..., Business Acquisition, Series 7
Education
Otterbein University 1998 — 2001
BA, Business Finance
Fugent Campaigns April 2013 - Present
Nationwide Financial Network August 2004 - January 2007
Nationwide Financial Services 1999 - 2001
Citicorp Chicago 1989 - 1992
Skills
Mutual Funds
Education
DePauw University 1978 — 1982
BA, Economics
Nationwide Insurance 2013 - Present
Nationwide Insurance July 1999 - Present
Nationwide Insurance October 2009 - December 2010
Nationwide Insurance July 1999 - October 2009
Nationwide Financial June 1999 - July 2009
Nationwide Financial Services 1999 - July 2009
Nationwide Financial (NF) 1999 - July 2009
Battelle 1997 - 1999
USAF June 1989 - December 1998
659th, Reconnaissance SPO 1996 - 1998
Skills
Resource Management, Program Management, Process Improvement, Strategic Leadership, Vendor Management, Application Development, IT Management, Change Leadership, Change Management, Team Leadership, Agile, IT Strategy, Problem Solving, Portfolio Management, Financial Management, Agile Methodologies, SDLC, Management, IT Service Management, Analysis, Testing, Software Development, Business Process..., Requirements Analysis, Management Consulting, Managerial Finance, Business Analysis, PMP, Enterprise Software, Enterprise Architecture, Business Intelligence, PMO, Business Process, Software Project..., Agile Project Management, Integration, Requirements Gathering, Data Warehousing, ITIL, Visio, SOA, Disaster Recovery, SharePoint, Governance, Project Delivery, Systems Analysis
Education
United States Air Force Academy 1985 — 1989
BS, Engineering Science, Aeronautical Engineering
Lebanon Union High School 1981 — 1985
Classical Academy of Columbus October 2012 - Present
JPMorgan Chase February 2011 - Present
Kforce Technology Staffing April 2010 - January 2011
PROTEUSOCM June 2009 - March 2010
Scioto Ridge Job Networking Group January 2009 - January 2010
Atrium Personnel & Consulting Services December 2008 - March 2009
FirstMerit Bank November 2004 - March 2008
JPMorgan Chase/Chase Manhattan Mortgage Corp April 1998 - August 2004
Nationwide Financial Services November 1995 - March 1998
Geisinger Health System March 1991 - October 1995
Education
The Ohio State University Fisher College of Business
BSBA, Accounting & Computer Info Science
FourLeaf Chopped Salads September 2014 - Present
Nationwide Financial Services October 2013 - August 2014
KeyBank September 2012 - October 2013
Gorilla Productions Inc January 2007 - September 2012
National Credit Care 2010 - 2012
Back to Earth Productions LLC May 2005 - May 2010
Skills
Sales, Financial Reporting, Financial Analysis, Promotions, Business Analysis, Mortgage Lending, Mortgage Banking, Music Industry, Small Business, Finance, Loans, Loan Origination, Management
Education
Regis University 2010 — 2011
Master of Business Administration (MBA), Economics
Kent State University 2003 — 2007
Bachelor's degree, Marketing
IBM July 2012 - Present
IBM May 2011 - Present
IBM August 2000 - June 2011
Cambridge Technology Partners May 1999 - July 2000
Nationwide Financial Services April 1994 - April 1999
Cap Gemini America May 1990 - April 1995
Interface Software Resources 1988 - 1990
Skills
Enterprise Architecture, SOA, Cloud Computing, Integration, Systems Engineering, Governance, Technical Leadership, Banking, Application Architecture, Architecture, IT Strategy, Solution Architecture, Business Architecture
Education
University of Mumbai 1983 — 1986
BS, Physics
Guru Nanak Khalsa College 1981 — 1986
BS, Physics
Vani Vidyalaya School 1970 — 1981
Grade School
JLB Associates January 2015 - Present
Pension Plans Associates March 2005 - January 2015
Pension Plans Associates January 2001 - March 2005
Nationwide Financial Institutions June 1998 - January 2001
Nationwide Financial June 1991 - December 2000
American Skandia November 1997 - June 1998
Nationwide Financial Services June 1991 - November 1997
Benetech, Inc March 1990 - June 1991
Merrill Lynch April 1983 - March 1990
Skills
Sales, Leadership, Banking, Retirement Planning, Pensions, Sales Operations, Pension Funds, Small Business, Investments, Strategic Planning, Insurance, Business Planning, New Business Development, Business Strategy, Employee Benefits, Financial Analysis, Management, Marketing, Customer Service, Budgets, Marketing Strategy, 401k, Retirement Plan..., Retirement, Community Service
Education
University of Michigan-December
Bachelor of Science, Statistics
Franklin University
Post Graduate, Accounting
The Ohio State University
Pre MBA
University of Michigan
Bachelor of Science (BS), Statistics/Natural Resources
Worthington High School
OH-Tech February 2013 - Present
OpenFPGA Inc. March 2005 - Present
SCxx Conference Planning 2004 - Present
Ohio Supercomputer Center July 2007 - November 2013
Cray User Group 2000 - 2008
Ohio Supercomputer Center - Springfield March 2003 - July 2007
Worthington Youth Boosters 1996 - 2002
Nationwide Financial Services February 1997 - March 1998
Dow Chemical March 1995 - March 1996
National Environmental Supercomputing Center 1993 - 1995
Skills
High Performance..., Unix, System Architecture, Linux, Perl, Storage, Operations Management, Program Management, Distributed Systems, System Administration, TCP/IP, Project Management, Security, Bash, Cloud Computing, Computer Science, Enterprise Software, Hardware, Disaster Recovery, Management, Cluster, Software Engineering, Virtualization, Shell Scripting, Algorithms, Data Center, Network Security, Apache, Leadership, Python, Solaris, Storage Area Networks, Software Development, Programming, Integration
Education
Bowling Green State University 1978 — 1982
BS, Computer Science
Lorain High School 1974 — 1978
HomeAdvisor October 2013 - Present
HomeAdvisor July 2013 - October 2013
Parker Personal Care Homes, Inc April 2012 - July 2013
Advocacy and Protective Services, Inc August 2010 - April 2012
Nationwide Financial Services November 2009 - July 2010
Adopt America Network January 2009 - May 2009
Skills
Customer Service, Social Media, Microsoft Word, Time Management, Non-profits, Microsoft Excel, PowerPoint, Team Building, Strategic Planning, Team Leadership, Investments, Contract Negotiation, Human Resources, Recruiting, Sourcing, FMLA, Applicant Tracking..., Leadership, Sales
Education
Bowling Green State University 2005 — 2009
Bachelor's, Human Development Family Studies
Lurie Besikof Lapidus & Company, LLP August 2013 - Present
Wells Real Estate Funds 2010 - 2012
AEI Fund Management, Inc 2003 - 2010
Nationwide Financial Services 2000 - 2002
Skills
20 years wholesaling..., New Business Development, Powerful communication..., Building Strong..., Sales Management, Marketing Strategy, Team Building, Sales, Closing Business, Team Leadership, Marketing, Finance, Sales Operations
Education
University of Minnesota-Twin Cities 1986 — 1987
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Wisonsin-Madison 1982 — 1986
Bachelor of Science (BS), Economics
Nationwide Insurance January 2006 - Present
Nationwide Insurance October 2004 - January 2006
Nationwide Financial Services January 2000 - October 2004
Nationwide Financial January 1998 - January 2000
Nationwide Financial January 1996 - January 1998
Nationwide Financial August 1991 - January 1996
Skills
Team Developed..., New Product Development, Detailed Financial..., Strategic Planning, Cross Functional Team..., PowerPoint, Word, Excel, Essbase, Access, Financial Storytelling, Solution, Continuous Improvement, Diversity & Inclusion, Change Management, Team Leadership, Leadership, Product Development, Strategy, Insurance, Financial Analysis, Microsoft Excel, Underwriting, Finance, Management, Analysis, Risk Management, Process Improvement
Education
Franklin University 1998 — 2000
Master, Business Administration
Ohio Dominican University 1988 — 1991
Bachelor, Science * Mathematics
Columbus State Community College 1986 — 1988
Associate of Applied Technology, Electronic Technology
John Hancock Life Insurance Company (U.S.A.) April 2012 - Present
State Street Corporation August 2007 - April 2012
The Hartford Insurance Group April 2005 - August 2007
Nationwide Financial Services April 2001 - April 2005
Great American Financial Resources August 1998 - April 2001
Skills
Business Requirements, Acceptance Testing, Change Management, Project Planning, PMP, SDLC
Education
Hofstra University 1996 — 1998
MA, Industrial/Organizational Psychology
University of Dayton 1992 — 1996
Travelers June 2013 - Present
Maricom Systems November 2010 - June 2013
PHH ARVAL September 2006 - December 2010
Nationwide Financial Services 2003 - 2006
Provident Mutual 2000 - 2003
DataProfit Solutions August 1998 - October 2000
USF&G 1995 - 1998
Black & Decker 1994 - 1995
Skills
Requirements Analysis, Business Analysis, Process Improvement, Project Management, SDLC, Program Management, Cross-functional Team..., Budgets, Strategy, PMP, Business Process..., Leadership, Risk Management, Management, Rally, SAFe, Agile, SharePoint, Scaled Agile Framework, Agile Methodologies, Business Intelligence, IT Management
Education
Loyola University Maryland 1995 — 1997
MBA, Business Admin, Decision Systems
Towson University 1988 — 1991
BS, Business Management
JP Morgan April 2012 - Present
Karen Eisenbach Strategic Consulting January 2009 - March 2012
Bexley Education Foundation 2009 - 2011
Nationwide Financial Services October 2003 - December 2008
Nationwide Insurance October 2003 - October 2005
Nationwide 2003 - 2005
Nationwide Financial April 2001 - October 2003
Nationwide Financial August 1998 - April 2001
Nationwide Financial June 1998 - August 1999
Nationwide Financial March 1994 - June 1998
Education
The Ohio State University 1979 — 1983
BSBA, Finance
Newark High School 1975 — 1979
Boston Partners Financial Group, LLC May 2011 - Present
Metlife Financial Services June 2007 - May 2011
Nationwide Financial Services March 2004 - June 2007
Metlife Financial Services May 2002 - March 2004
Skills
Series 7, Series 6, Series 63, Series 66, Securities License, Life & Health Insurance..., Property & Casualty..., Investments, Retirement Planning, 401(k) & Company Plan..., College Funding..., Insurance/Risk..., Estate Conservation..., Charitable Gift Planning, Special Needs Planning, Business Benefits, Business Succession..., Financial Analysis, Uniform Combined State..., Insurance, Financial Services, Investment Strategies, Wealth, Retirement
Education
University of Rhode Island 1996 — 2001
Bachelor's degree
Bishop Feehan High School 1993 — 1996
JPMC January 2007 - Present
Nationwide Financial Services June 2005 - December 2006
DSW August 2004 - June 2005
Compuware January 1999 - August 2004
Skills
Data Warehousing, Business Intelligence, Data Modeling, Databases, ETL, Oracle, Informatica, Unix, Agile Methodologies, Problem Solving, Data Analysis, Database Admin, Microsoft SQL Server, PL/SQL, IT Strategy, Business Analysis, SAS, Enterprise Architecture, Data Mapping, Data Maintenance, Business Objects, Risk Management, SDLC, Java, Visio, Unix Shell Scripting, Data Mining, Applications Support, Technical Leadership, Creative Problem Solving, Teradata, Data Integration, Data Warehouse..., Database Design, DB2, Software Project..., SQL, Crystal Reports, Database Administration, PMP, Access, Data Migration, XML, SSIS, SSRS, T-SQL, Performance Tuning, Data Quality, Solution Architecture, Requirements Analysis
Education
The Institute for Computer Studies - Toronto, Canada 1995 — 1999
Programming Diploma
Université Jean Monnet Saint-Etienne 1991 — 1992
Master Science
Universitatea din Craiova 1987 — 1992
Master
Atkins Nutritionals, Inc. 2013 - Present
White Wave Foods January 2006 - August 2013
Nationwide Financial Services 2005 - 2006
The Clorox Company January 2001 - December 2004
Kellogg Company May 1998 - December 2000
Bath & Body Works 1997 - 1998
MORPACE International 1986 - 1994
Skills
Customer Insight, Market Research, Segmentation, Product Innovation, Strategy, Strategic Thinking, Business Development, Marketing Strategy, Brand Development, Consumer Products, Pricing Strategy, Strategic Planning, Brand Management, Marketing Research, Analytics, Marketing Management, New Business Development, Business Analysis, Commercialization, FMCG, IRI, Market Intelligence, Competitive Analysis, Consumer Behaviour, Market Planning, Nielsen, Consumer Insight, P&L Management, Innovation Management, Brand Equity, Shopper Marketing, Product Marketing, Pricing, Integrated Marketing, Food, Business Planning, Positioning, Leadership, Product Development, Business Strategy, Forecasting, Market Analysis, Cross-functional Team..., Marketing, Marketing Communications, Management, Brand Architecture, Trade Marketing, Grocery
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA)
Heartland Payment Systems April 2014 - Present
Capital One October 2010 - April 2014
JPM Chase September 2005 - February 2011
Nationwide financial services 1999 - 2006
SSi Consulting 2000 - 2005
GDII 1996 - 2000
Skills
Master Data Management, Oracle, Data Warehousing, Business Intelligence, Architecture, Requirements Analysis, Data Modeling, Software Project..., ETL, Informatica, PL/SQL, Data Integration, DB2, SDLC, Business Analysis, Architectures, Databases
Education
Wayne State University 1994 — 1996
Indian Institute of Technology, Madras 1991 — 1993
MSc
Nationwide Financial Services August 1998 - Present
Education
Indiana University Bloomington 2000 — 2003
North Central August 2008 - Present
Nationwide Financial Services 2000 - 2006
Nationwide Financial 2001 - 2003
Skills
Agile Methodologies, Healthcare
Education
Franklin University 1999 — 2002
OPRS Communities December 2010 - Present
Home Care by Black Stone March 2010 - January 2011
Undisclosed July 2007 - March 2010
Nationwide Financial Services February 2000 - July 2007
Compass Bank July 1999 - January 2000
Waterfield Financial 1999 - 1999
State Savings Bank 1995 - 1996
Skills
Insurance, Fixed Annuities, 401k, Mutual Funds, Customer Service, Long-term Care, Retirement Homes, Sales Presentations, Marketing, Healthcare, Financial Services, Sales, Series 6, Medicare, Financial Analysis, Life Insurance, Strategic Financial..., Investments, Term Life Insurance, Securities, Asset Allocation, Banking, Retirement, Relationship Management, IRAs, New Business Development, Marketing Strategy, Retirement Planning, Leadership, Pensions, Asset Management
Education
The Ohio State University 1989 — 1995
Bachelor of Science (B.S.), Textiles and Clothing
Lakota High School 1985 — 1989
Delaware Claims Processing Facility May 2008 - November 2011
Nationwide Financial Services September 1997 - March 2008
University of Delaware July 1992 - July 1997
University of Delaware August 1989 - July 1992
Skills
Financial Services, Life Insurance, Insurance, Fixed Annuities, Securities, Analysis, Microsoft Office, Mutual Funds, Series 63, Series 7
Education
Neumann University 2002 — 2004
MS, Strategic Leadership
Radford University 1987 — 1989
MS, Guidance and Counseling Higher Education
State University of New York at Stony Brook 1979 — 1984
BA, Psychology
Alerus Retirement Solutions June 2012 - Present
ExpertPlan October 2010 - June 2012
Alerus Financial June 2009 - October 2010
SunAmerica October 2006 - February 2009
ADP Retirement Services May 2005 - October 2006
Nationwide Financial Services October 2002 - May 2005
KC Life/Sunset Financial Services Inc April 1999 - October 2002
Kemper Mutual Funds 1993 - 1996
Skills
401k, Retirement, Financial Services, Retirement Planning, Mutual Funds
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Plans Specialist, Financial Services
Longview Community College 1979 — 1981
The Abreon Group April 2009 - Present
SAP June 2005 - March 2009
Siebel Systems November 1998 - June 2005
Nationwide Financial Services June 1993 - July 1998
Skills
Instructional Design, Business Intelligence, Program Management, Sales, Enterprise Software, Business Process, E-Learning, Management, Professional Services, Consulting, Solution Selling, SaaS, ERP, Cloud Computing, Business Process..., Management Consulting, Strategy, Training, Business Analysis, Change Management, End-user manuals, Process Improvement, Project Management, Strategic Planning, Integration, Organizational..., Performance Improvement, Cross-functional Team..., CRM, Salesforce.com, Business Alliances, Leadership
Education
Union College 1981 — 1985
BS, Applied Mathematics
Western Reserve Academy 1977 — 1981
Nationwide Financial October 2011 - Present
Real Transformation Coaching January 2009 - Present
Nationwide Financial Services June 2007 - October 2011
Nationwide Insurance March 2004 - 2009
Nationwide Financial May 2001 - June 2007
United Way of Central Ohio August 2004 - December 2004
Skills
Leadership Development, Coaching, Strategic Planning, Mentoring, Process Improvement, Team Building, Problem Solving, Research, Public Speaking, Customer Service, Change Management, Project Management, Leadership, Management, Training, Analysis, Risk Management, Program Management, Insurance, Sales, Project Planning, Business Analysis
Education
Standford University 2013 — 2014
Standford Certified Project Manager, Project Management
Franklin University 2007 — 2009
MBA, Business Administration w/Leadership Focus
University of Findlay 1983 — 1988
B.S., Business Administration
LPL Financial 2006 - 2011
Nationwide Financial Services 2002 - 2006
Merrill Lynch 1997 - 2002
Education
Northwest High School
University of North Texas
Thompson-Cunningham Ins Agency February 2002 - Present
Nationwide Financial 1997 - 2002
Nationwide Financial Services 1995 - 2002
Skills
Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Dentistry, Financial Analysis, Property & Casualty..., Retirement Planning, Small Business, Long-term Care, Commercial Insurance, Accident, General Insurance, Health Insurance, Disability Insurance, Brokers, Retirement, Legal Liability, Claims Management, Leadership, Customer Service, Process Improvement
Education
The Ohio State University Fisher College of Business 1979 — 1984
Computer Science
Bank of America October 2008 - Present
TIAA-CREF Learning and Development July 2007 - September 2008
TIAA-CREF Wealth Management Group January 2001 - August 2007
Nationwide financial Services January 2000 - December 2000
Transamerica Insurance & Annuities 1999 - 2000
First Union 1998 - 1999
Education
University of Maryland College Park 1969 — 1973
BA, Business, Political Science
Nationwide Financial Services Relationship Manager, Institutional Retirement Services - RetiredThe Vanguard Group1996 - 2004
Education
Lehigh University 1967 — 1970
BS, Finance
Radnor High School 1960 — 1965
Nationwide Financial Services January 1986 - Present
Nationwide Financial August 1986 - April 2004
KPMG Peat Marwick 1983 - 1986
Touche Ross 1981 - 1983
Skills
Strategic Planning, P&L Management, Change Management, Financial Planning, Team Building, Customer Relations, Process Improvement, Compliance, Insurance, Retirement, Mutual Funds, Business Strategy, Operations Management, Budgeting, Financial Management, Process Engineering, Management, Customer Service, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Budgets, Managerial Finance, Fixed Annuities, Start-ups, Management Consulting, Product Management, Banking, Series 6, New Business Development, Leadership, Financial Services, Sales, Series 63, Series 7, 401k, Strategy, Variable Annuities, Investments, Retirement Planning, Risk Management, Business Analysis, Finance, Life Insurance, Wealth Management
Education
Kent State University 1977 — 1981
Bachelors, Business Administration; Accounting and Computer Science
Columbus Whetstone High School
Griesedieck Brothers Brewery March 1992 - Present
GTC International 1986 - 1992
Griesedieck Photography 1977 - 1986
Nationwide Financial Services 1974 - 1977
FBI June 1973 - August 1974
Skills
Woodworking, Machining
Education
Saint Louis University 1969 — 1973
BS in BA, Accounting
MetLife - Retail Life & Disability Income September 2014 - Present
Nationwide Insurance 1989 - September 2014
Nationwide Financial Services 1989 - September 2014
Nationwide Financial March 2007 - January 2013
Skills
Insurance, Securities, Underwriting, Financial Services, Leadership, Term Life Insurance, Brokers, Long-term Care, Operations Management, Life Insurance, Risk Management, Process Improvement
Education
Ashland University
Nationwide Financial 2001 - Present
Nationwide Financial Services 2001 - 2009
Skills
Business Analysis, Project Management, Program Management, Strategic Planning, SDLC, Business Strategy, Management Consulting, Quality Assurance, Data Warehousing, Management, Analytics, Leadership, IT Strategy, Vendor Management, Business Intelligence
Education
The Ohio State University 1982 — 1988
MIS, Computer Science
JPMorgan Chase April 2010 - Present
Software Guidance & Assistance August 2009 - April 2010
Nationwide Financial December 2002 - May 2009
Nationwide Financial Services 2002 - May 2009
Provident Mutual October 2000 - December 2002
First USA January 1989 - October 2000
Education
University of Delaware 1971 — 1975
BS, Plant Science
InsPro Technologies February 2014 - Present
Nationwide Financial Services January 1996 - April 2010
Provident Mutual Life Insurance January 1996 - October 2002
Preston Trucking, The 151 Line September 1990 - January 1996
Chemical Bank May 1984 - December 1990
European American Bank July 1978 - May 1984
Computer Operations, Inc. June 1976 - July 1978
Doubleday & Company, Inc. January 1975 - June 1976
Skills
Team Building, Analysis, IT Management, Management, Leadership, Budgets, JCL, Project Planning, COBOL, Fileaid, Architecture, Software Development, DB2, SDLC, Insurance, TSO, SQL, HTML, Resource Management, CICS, Requirements Analysis, Mainframe, Requirements Gathering
Education
State University of New York - System
Applied Science, Data Processing
NetApp July 2007 - Present
JP Morgan Chase 2002 - 2007
Submit Order 2000 - 2002
Nationwide Financial Services February 1996 - August 2000
Skills
Database Administration, Data Modeling, Storage Virtualization, Enterprise Storage, Software Development, IT Sales, Storage Efficiency
Education
Franklin University 1999 — 2000
MBA, Concentration: Technology Management
The Ohio State University 1989 — 1992
BA, Business Management
Smith Insurance Services Nationwide Insurance December 2010 - Present
Randstad Work Solutions July 2010 - December 2010
Nationwide Financial June 2009 - July 2010
Nationwide Financial January 2008 - July 2010
Nationwide Financial September 1999 - July 2010
Nationwide Financial Services January 2008 - May 2009
National City Bank 1996 - 1999
Huntington National Bank 1995 - 1996
Skills
Series 6, Series 26, Ohio Life and Health..., Property & Casualty..., Insurance, Sales Management, Hiring, Problem Solving, Banking, Coaching, Employee Engagement, Employee Training, FINRA, Financial Services, Fixed Annuities, Investments, Leadership, Management, Life Insurance, Retirement, Retirement Planning, Sales, Series 7, Sales Process, Time Management
Education
Otterbein College 1990 — 1994
BA, History
Nationwide Insurance July 2011 - Present
Nationwide Insurance 2006 - 2011
Nationwide Financial Services 2006 - 2011
Skills
Analytics, Customer Insight, Strategy, Market Research, Segmentation, Competitive Intelligence, Insurance, Marketing Research, Data Analysis, Competitive Analysis, Strategic Planning, Consumer Behaviour
Education
Carroll University 1978 — 1982
B.A., Psychology
PayFlex® 2009 - Present
ING Financial Services 2001 - 2009
Nationwide Financial Services 1992 - 2001
KOOL 99 FM 1989 - 1992
KEY 103 FM (previously KCSW) 1976 - 1988
KRMH-FM Radio 1973 - 1976
United Way of Austin and Travis County 1969 - 1973
Education
The University of Texas at Austin 1965 — 1969
Bachelor
Nationwide Financial January 2012 - Present
Nationwide Financial January 2002 - December 2012
Nationwide Mutual Insurance Company March 2003 - January 2012
Nationwide Insurance March 2003 - January 2012
Nationwide Fund Distributors LLC March 2003 - January 2012
Nationwide Financial Services March 2003 - January 2012
Nationwide Insurance (Columbus, OH, US) 2003 - 2012
National Deferred Compensation, Inc. January 1997 - November 1999
Skills
Insurance Law, Litigation Management, Insurance, Claim, Mediation, Litigation, Corporate Law, Arbitration, Commercial Litigation, Privacy Law, Legal Writing, Corporate Governance, Licensing, Securities, Legal Research
Education
Capital University Law School 1980 — 1983
JD Degree, Law
The Ohio State University 1976 — 1980
BS/BA, Finance
Tekmark Global Solutions January 2010 - Present
Strategic Staffing Solutions June 2005 - December 2009
Nationwide Financial Services October 1999 - June 2004
NATIONWIDE FINANCIAL SERVICES September 1999 - May 2004
INTERIM PERSONNEL SERVICES May 1999 - September 1999
Education
Mount Vernon Nazarene University 1994 — 1999
BA, Business
Franklin University
Master of Business Administration (MBA)
Institutional Investors Consulting Company May 2015 - Present
Nationwide financial services August 2009 - July 2012
Education
University of Connecticut 1974 — 1978
Bachelor of Science (BS), Health/Health Care Administration/Management
Not Permitted May 2001 - Present
Nationwide Financial Services 2001 - Present
Nationwide Funds Group 2001 - Present
BISYS Fund Services 1996 - 2001
BISYS Fund Services 1996 - 2001
Atteboro Public Schools 1990 - 1996
Skills
mutual funds, Compliance, Asset Management, Investments, Series 7, Mutual Funds, Alternative Investments, Series 63, Financial Services, Portfolio Management, Securities, Investment Management, Investment Advisory, FINRA, Asset Allocation, Series 6, Retirement Planning, Equities, Retirement
Education
Penn State University 1972 — 1976
BS, Business Administration
Hewlett-Packard September 2014 - Present
Hewlett-Packard November 2012 - August 2014
Hewlett-Packard November 2009 - October 2012
Hewlette Packard September 2007 - June 2009
Hewlett-Packard September 2005 - August 2007
Roche October 2003 - November 2004
Nationwide Financial Services January 2002 - September 2003
Shore Asociados Guadalajara June 1999 - November 2001
Tecnológico de Monterrey December 1993 - October 1998
Skills
Process Oriented mindset, Competitive attitude, Flexibility & Stress..., Great collaborative..., Diagnostic information..., Sense of urgency, Strong analytical..., Good written and verbal..., Getting organized and..., Customer & results..., Ethics & leadership..., Experience supporting..., Performance Management, Human Resources, Process Improvement, Strategy, Workforce Planning, Team Leadership, Program Management, Recruiting, Business Process..., Cross-functional Team..., Analysis, Talent Management, Business Process, Management, Leadership, Succession Planning, Consulting
Education
Universidad de Guadalajara 1994 — 1998
Bachelor's degree, Business Administration
Nationwide Financial Services January 2009 - Present
Nationwide Insurance 2009 - Present
Nationwide Financial January 2004 - January 2006
Nationwide Financial February 2001 - December 2004
Skills
Series 7, Series 63, Seires 26, Ohio Life and Health..., Management, Fixed Annuities, Series 6, Life Insurance
Education
Ohio Dominican University 1994 — 1997
BA, Economics
St. Charlels Preparatory High School 1976 — 1980
Nationwide Enterprise January 2007 - Present
Nationwide Insurance February 2004 - Present
Nationwide Insurance January 1987 - Present
Nationwide Mutual Insurance Company January 2001 - January 2004
Nationwide Insurance January 1996 - January 2001
Nationwide Life Insurance Company January 1992 - January 1996
Variable Annuity Products January 1989 - January 1992
Nationwide Financial Services January 1987 - January 1989
Skills
Accounting
Education
Mercyhurst University
BA, Accounting
Renaissance Charitable Foundation August 2011 - Present
Blackbaud / Kintera Division 2005 - 2011
Nationwide Financial Services 2000 - 2005
Life of Virginia, Forth Financial Securities 1989 - 2000
Skills
Product Development, Marketing, Training, Key Account Development, Value Selling, Financial Services, Customer Service, Program Management, Relationship Management, Territory Management, Competitive Analysis, Cross-functional Team..., Cross Selling, Sales Presentations, Market Planning, Software Documentation, Sales
Education
Cardington Lincoln High School
Diploma, Business Administration and Management, General
Estrella Mountain Community College
The Ohio State University
Finance
Edelman Financial Services April 2015 - Present
Comerica Bank August 2010 - August 2013
Comerica Bank August 2009 - August 2010
Comerica Bank August 2005 - August 2009
Comerica Bank August 2004 - August 2005
Nationwide Financial Services September 2003 - August 2004
Wells Fargo and Comany August 2001 - June 2004
Wells Fargo & Company April 1999 - August 2001
Wells Fargo &Company March 1997 - December 1998
Wells Fargo & Company March 1995 - March 1997
Skills
Asset Management, Banking, Finance, Investments, Wealth Management
Education
Binghamton University, State University of New York 1983 — 1986
Bachelor of Arts, Economics
Rutgers University 1982 — 1983
Transferred, Liberal Arts