Nationwide Retirement Solutions
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Nationwide Retirement Solutions Employees
Nationwide Retirement Solutions May 2013 - Present
Nationwide Retirement Solutions December 2010 - June 2013
Olentangy Youth Athletic Association December 2009 - May 2013
Nationwide Retirement Solutions May 2008 - November 2010
OYAA 2009 - 2010
Trans World Entertainment Corporation May 2002 - January 2005
Trans World Entertainment 2001 - 2004
Skills
Management, Customer Service, Leadership, Sales, Insurance, Retirement Planning, Financial Services, Retirement, Investments
Education
Akron University 2004 — 2008
Bachelor of Science, Finance
The University of Akron 2004 — 2008
Bachelor, Finance
JPMorgan Chase April 2013 - Present
Chase June 2011 - March 2013
Nationwide Retirement Solutions (NRS) June 2008 - June 2011
Nationwide Retirement Solutions September 2006 - June 2008
Teays Valley High School August 2004 - March 2006
Hamilton Township Middle School August 2002 - June 2004
Skills
Instructional Design, Management, Six Sigma, Training, Research, Process Improvement, Leadership, Project Management, Customer Service, PMP, Business Analysis, Team Leadership, Editing, Analysis
Education
Mount Vernon Nazarene University 2004 — 2006
M.Ed., English Education
University of Kentucky 1997 — 2001
B.A., Journalism
High School
Retirement Plan Advisors March 2000 - Present
Retirement Plan Advisors, LLC January 2000 - Present
Comperehensive retirement plan solutions January 2000 - Present
Cambridge Investment Research 2000 - Present
Retirement Plan Advisors 2000 - Present
Nationwide Retirement Solutions 1997 - March 2000
City of Livonia January 1974 - January 1989
Skills
Retirement Planning, Retirement, Investment Advisory, Estate Planning, Strategic Financial..., Series 7, Financial Advisory, Investments, Securities, Pensions, High Net Worth..., Wealth Management, Roth IRA, Insurance, Employee Benefits, Investment Strategies, 401k, FINRA, Certified Financial..., Wealth, Fixed Annuities, Long Term Care Insurance, IRAs, Asset Allocation, Finance, Financial Education, Wealth Accumulation, Mutual Funds, Investment Advisory..., 401k Rollovers, Disability Insurance, Series 6, Income Protection, Asset Management, Alternative Investments, Series 63, Financial Services, Term Life Insurance, Financial Planners, Uniform Combined State..., Education Funding, Series 24, Personal Finance, College Savings Plans, Small Business, Wealth Management..., Personal Financial..., 457 Plans, Trusts, Retirement Planning...
Education
College for Financial Planning 1988 — 1992
CFP, Financial Planning and Services
Franklin High School, Livonia MI 1970 — 1973
Prudential Financial November 2008 - February 2014
Nationwide Retirement Solutions July 1999 - June 2008
VALIC July 1995 - June 1999
Skills
Asset Allocation, Mutual Funds, Strategic Financial..., Group Meetings, Public Speaking, Financial Coaching, Financial Education, Retirement Plan..., Retirement Planning, Retirement Income..., Qualified Retirement..., 401k, Investments, Portfolio Management, Fixed Annuities, Life Insurance, Wealth Management, Financial Planning, Financial Services, Insurance, Retirement
Education
University of Baltimore
Associate's Degree, Business Administration and Management, General
Fidelity Investments July 2013 - Present
Nationwide Retirement Solutions January 2012 - July 2013
GER Loftin Wealth Advisors/United Planners' Financial Services of America January 2010 - January 2012
Pulte Homes May 2003 - December 2009
Skills
Customer Satisfaction, Investments, Customer Relations, Financial Planning, Budgeting
Education
Oglethorpe University 2011 — 2012
CFP®, Financial Planning
The University of Georgia 1998 — 2003
B.B.A, International Business; Marketing
University of Georgia - Terry College of Business 1998 — 2003
BBA, International Business
EMPOWER Retirement June 2015 - Present
EMPOWER Retirement January 2006 - Present
Nationwide Retirement Solutions January 2001 - December 2005
Nationwide Retirement Solutions January 2000 - December 2000
Skills
Mutual Funds, Retirement Planning, Investments, Retirement, Series 63, Financial Analysis, Financial Services, Employee Benefits, 401k, Risk Management, Portfolio Management, Securities, Public Speaking, Leadership, Sales
Education
Cardinal Stritch University 1999 — 2002
Master of Arts (M.A.), Business Administration and Management, General
University of Wisconsin-Madison 1994 — 1998
Bachelor of Arts (B.A.), Psychology
InnoVision, LLC April 2013 - Present
iHeartMedia April 2012 - April 2013
Farmers Insurance January 2010 - April 2012
Nationwide Retirement Solutions August 2005 - February 2008
PNC August 2004 - July 2005
Skills
Managing relationships, Negotiation, Campaign Management, Customer Relations, Strategic Planning, Marketing Strategy, Budgeting, Public Speaking, Contract Negotiation, Marketing Communications, Market Planning, Advertising, Management, Social Media, Leadership, Competitive Analysis, Social Media Marketing, Market Research, Sales Management, Marketing, Program Management, Analytics, Time Management, Integrated Marketing, Event Planning, Online Advertising, Digital Marketing, Social Networking, Email Marketing, Salesforce.com, Strategic Partnerships, Media Planning, Public Relations, Lead Generation, Strategy, Event Management, Direct Marketing, Online Marketing, SEM, Digital Media, Mobile Marketing
Education
California Lutheran University 2009 — 2010
MPPA, Public Policy
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2009
MBA, Marketing
Otterbein University 2000 — 2004
BA in Organizational Communication, Minors in Public Speaking and Deaf Studies
Army and Air Force Exchange Service May 2010 - Present
TIAA-CREF April 2007 - June 2010
Nationwide Retirement Solutions May 2000 - May 2006
US Department of Labor August 1991 - May 2000
Education
The University of Texas at Arlington - College of Business 2005 — 2010
MBA, Management, Finance
Alcorn State University 1986 — 1991
BS, Business Administration
Greenville High School
HealthTrust Purchasing Group March 2014 - Present
ICC July 2011 - February 2014
Best Buy June 2004 - July 2011
Delta Air Lines April 2010 - September 2010
Nationwide Retirement Solutions September 2009 - December 2009
Arvin Meritor March 2009 - June 2009
Hendrickson-International September 2008 - December 2008
Skills
Business Intelligence, Databases, Data Modeling, SQL, Data Warehousing, Access, Requirements Gathering, Visio, Oracle, Business Analysis, Java, Requirements Analysis, T-SQL, SAP, Data Analysis, Outlook, C#, Microstrategy, Hadoop, C++, Drupal, Photoshop, Illustrator, InDesign, MS Project, SSIS, SQL Server 2000-2008, SSRS, Erwin, Visual Studio, .NET, CSS, AutoCAD, SQL Server, Database Management, Microsoft Office, Database Design, HTML, Business Objects, Web Development, XML, Analytics, Analysis, MS Office Suite, Teradata, Netezza, Balanced Scorecard, Balanced Insight..., Embarcadero, Microsoft SQL Server
Education
University of Cincinnati 2006 — 2011
Bachelor, Business Administration Marketing/Information Systems
GLHS 2002 — 2006
High School Diploma
DailyAccess Corporation January 2012 - March 2013
Advanced Pension Solutions December 2010 - January 2012
Prudential Retirement July 2008 - October 2010
Nationwide Retirement Solutions May 2002 - July 2008
Nationwide Financial March 1997 - May 2002
Nationwide Financial August 1994 - March 1997
Skills
401k, Relationship Management, Cross-functional Team..., Retirement, Retirement Planning, Investments, Employee Benefits, Financial Services, Pensions, Leadership, Management, Business Planning, Business Development, Sales, Mutual Funds, Series 63, Series 7, FINRA, Financial Advisory, Fixed Annuities
Education
Lindenwood University
BS, Elementary Education
Nationwide Retirement Solutions June 2003 - Present
Nationwide Financial November 2001 - May 2003
National Deferred Compensation June 1997 - August 1998
Skills
Software Quality..., Risk Management, Team Coordination, Quality Center, Test Planning, User Acceptance Testing, System Testing, Test Management, Manual Testing, Requirements Analysis, Testing, Requirements Gathering, Test Cases, Test Strategy, Business Analysis, Quality Assurance, Waterfall, SQL, Team Leadership, Process Improvement, Team Management, Business Requirements, Agile Methodologies, Regression Testing, Visio, Software Project..., HP Quality Center
Education
Ohio University 1990 — 1994
BA, Sociology, Economics, Statistics, Psychology
Grove City College 1989 — 1990
Prudential Financial May 2011 - Present
Cammack LaRhette Consulting August 2010 - May 2011
TIAA-CREF April 2009 - April 2010
AIG Retirement Services December 2005 - February 2009
Nationwide Retirement Solutions January 1999 - January 2005
Great-West Life January 1996 - January 1999
Great-West Life January 1992 - January 1996
Great-West Life January 1989 - January 1991
Skills
Retirement, 401k, Mutual Funds, Employee Benefits, Pensions, Series 7, Financial Services, Wealth Management, Asset Allocation, Asset Managment, Equities, Risk Management, Series 65, New Business Development, Strategic Financial..., Business Development
Education
Dickinson College 1985 — 1989
BA, Economics
Christian Brothers Academy 1981 — 1985
NATIONWIDE FINANCIAL August 2004 - May 2010
NATIONWIDE RETIREMENT SOLUTIONS February 2000 - August 2004
AMERICAN EXPRESS FINANCIAL ADVISORS, INC 1998 - 1999
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Retirement, Series 63, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Securities, Wealth Management, 401k, Finance, Executive Presentation..., Executive Level..., Strategic Financial..., Financial Planning
Education
Ohio University 1994 — 1998
Bachelor of Business Administration, Finance
Nationwide Retirement Solutions 2006 - Present
Nationwide Insurance January 2003 - September 2006
Fidelity Investments June 2001 - October 2002
Skills
Mutual Funds, Retirement Planning, Retirement, Accounting, Customer Service, Series 6, Insurance, Financial Analysis, Employee Benefits, Sales, Loans, Trading, Series 7, ChFC
Education
The Ohio State University 1995 — 2000
BS, Human Ecology
Bellevue Sr. High School 1992 — 1995
Bachelor of Science (B.S.), College Prep
MetLife June 2014 - Present
MetLife September 2013 - June 2014
Nationwide Insurance October 2005 - August 2012
Nationwide Retirement Solutions January 2005 - October 2005
Maronda Homes January 2004 - January 2005
Nationwide Insurance January 2000 - January 2004
Meeder Financial January 1999 - January 2000
Nationwide Insurance / Nationwide Financial January 1991 - January 2000
Skills
Claim, Retirement Planning, Risk Management, Fixed Annuities, Leadership, Process Improvement, Pensions, Insurance, Variable Annuities, Financial Services, Series 6, Coaching, Securities, Mutual Funds, Internal Audit, FINRA, Series 7, Series 24, Retirement Plan..., 401k, Retirement, Sales Management, Qualified Retirement..., Series 63, Financial Advisory, ERISA, Training, AML, Life Insurance, General Insurance, Investment Advisory, Health Insurance, Property & Casualty..., Human Resources, Underwriting, OFAC, Financial Risk, Insurance Law, Fraud
Education
East Carolina University - College of Business 2015 — 2016
Master of Business Administration (M.B.A.), Marketing
Mount Vernon Nazarene University 2007 — 2010
BA, Organizational Leadership
Bishop Hartley
GE Corporate August 2013 - Present
GE Corporate April 2011 - August 2013
Nationwide Retirement Solutions July 2008 - April 2011
Skills
Customer Service, Financial Services, Pension Administration, Process Flow..., Vendor Relationships, Communication Skills, Six Sigma, Project Management, Payroll
Education
The Sage Colleges-Sage Graduate School 2009 — 2011
Master of Science (MS), Organization Management
The College of Saint Rose 2004 — 2008
Bachelor of Science (BS), Psychology
Niskayuna High School
CRO Success, LLC January 2014 - Present
Helping Grace January 2009 - January 2014
Empathic Clinical Suites, LLC April 2011 - July 2011
Empathic Clinical Suites, LLC January 2011 - May 2011
The Emmerich Group December 2007 - October 2008
Kara Vita 2004 - 2007
University of Minnesota September 2001 - May 2004
Nationwide Retirement Solutions January 1999 - March 2000
PEBSCO 1995 - 1998
Financial Horizons Distributors Agency Inc. 1991 - 1995
Skills
Influencing decision..., Making Presentations, Relationship Management, Mentoring Employees, Setting and exceeding..., Creating Productive..., Retaining Staff &..., Organization, Sales, Sales Management, Communication, Fostering Teamwork, Fast Learner, Hiring Personnel, Productivity, Teamwork, Business Development, Recruiting, Coaching, Leadership Development, Management, Team Building, Team Leadership, Organizational..., Public Speaking, Social Networking, Strategic Planning, Consulting, CRM, New Business Development, Leadership, Program Management
Education
University of Minnesota-Twin Cities 2001 — 2004
BA, Comminications & Psychology
Otterbein College 1993 — 1994
Leadership Symposiums
Nationwide Retirement Solutions February 2009 - Present
ING 2008 - 2008
CitiStreet 1993 - 2008
MFS Investment Management February 1988 - September 1993
John Hancock 1987 - 1988
Skills
Mutual Funds, Retirement, Series 63, Series 7, 401k, Pensions, Relationship Management, Asset Allocation, Retirement Planning, Financial Services, Securities, Wealth Management, Series 6, Fixed Annuities, Investments, Insurance, Finance, Business Development, Leadership, Mergers
Education
Merrimack College 1978 — 1991
BS, Business Administration
St Johns Prep 1974 — 1978
MassMutual Financial Group October 2013 - Present
Everhart Financial Group, Inc January 2012 - July 2013
Nationwide Retirement Solutions February 2009 - January 2012
Education
The American College 2009 — 2015
CFP
The Ohio State University 2001 — 2007
Urban and Regional Systems, Economic Geography
Alliance Data November 2012 - Present
Dawn K. Moyer Photography March 2006 - Present
Nationwide Retirement Solutions July 2007 - November 2012
Andrew Corp 2005 - 2007
Kever Inc January 2004 - November 2004
Byers Imports 2003 - 2004
Abercrombie & Fitch 1999 - 2003
Skills
InDesign, Dreamweaver, Wordpress, Content Management, User Experience, Graphic Design, SEM, SEO, Photoshop, Web Marketing, SDL Tridion, Web Content, Web Design, CSS, WordPress, Flash, HTML, Illustrator, CMS, User Interface Design, Usability, Email Marketing, Photography, Marketing, Logo Design, Information Architecture, Digital Marketing, Layout, Graphics
Education
Columbus State 2004 — 2007
Associates of Arts, Multimedia
Nationwide Retirement Solutions 1992 - Present
Financial Planning Service June 1990 - November 2004
Waddell & Reed September 1985 - June 1990
Skills
Retirement Planning, Wealth Management, Mutual Funds, Retirement, Series 7, Series 63, Asset Allocation, Investment Advisory, Fixed Annuities, Investments, Strategic Financial..., 401k, Investment Strategies, Securities, Financial Advisory, Portfolio Management, IRAs, Series 6, Estate Planning, Life Insurance, Financial Services, Pensions, Asset Management, Financial Planning
Education
University of Tennessee-Knoxville - College of Business Administration 1973 — 1977
Bachelor of Science (B.S.), Marketing
Nationwide Retirement Solutions October 2012 - Present
Mar Qardakh School July 2012 - August 2012
Blue Shoe Project May 2011 - December 2011
The Patio Restaurant June 2007 - August 2011
Skills
Creativity Skills, Customer Service, Travel, Teaching, Music, Microsoft Office, Social Media
Education
The University of Dallas
Bachelor of Arts (B.A.), Business Leadership
Berklee College of Music
Nationwide Retirement Solutions April 1999 - Present
Nationwide Financial September 1990 - April 1999
Education
Franklin University
Associates, Accounting
KeyBank December 2013 - Present
Greater Indianapolis Red Cross 1995 - Present
Fifth Third Bank March 2012 - November 2013
Salin Bank and Trust March 2011 - April 2012
Nationwide Retirement Solutions March 2009 - March 2011
National City Private Client Group November 2002 - November 2007
Raymond James and Associates November 2000 - November 2002
KeyBank National Association February 1995 - November 2000
Skills
Financial Planning, Trust Management, Investments, Life Insurance, Asset Protection, Private Banking, Retirement, Wealth Management, Strategic Financial..., Small Business, Business Development, Business Planning, Banking, Finance, Retirement Planning, Portfolio Management, Management
Education
Indiana University Bloomington 1991 — 1994
B.A., Economics
Nationwide Sales Academy October 2007 - Present
Nationwide Retirement Solutions February 2006 - October 2007
Skills
Microsoft Office, Adobe Flash, Adobe Photoshop, Process Improvement, Management, Customer Service, Photoshop, Leadership, Team Building, Event Planning, Sales, Analysis, Property & Casualty..., Human Resources
Education
Franklin University 2002 — 2004
BS, Marketing & Business
KeatsConnelly September 2013 - Present
Charles Schwab and Company, Inc May 2008 - August 2013
Nationwide Retirement Solutions March 2005 - March 2008
SunAmerica Securities, Inc. and Win Win Investment Planning April 2003 - January 2005
Charles Schwab and Company, Inc September 1999 - April 2003
Skills
Retirement Planning, Wealth Management, Program Management, Finance, Investment Advisory, Retirement, Financial Services, Securities, Process Improvement, Investments, Asset Management, Alternative Investments, Asset Allocation, Microsoft Office, Pensions, Life Insurance, Financial Planners, Mutual Funds, Risk Management, Equities, 401k, Estate Planning
Education
United States Military Academy, West Point, NY 1977 — 1981
B.S., Nuclear Engineering
Nationwide Retirement Solutions 2000 - 2011
Skills
Strategic Financial..., Strategic Planning, Finance, Investments, Retirement Planning, Mutual Funds, Financial Planning, Retirement, Financial Analysis, Public Relations, Community Outreach
Education
Indiana University Bloomington
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Nationwide Financial June 2008 - April 2013
Nationwide Financial Retirement Plans June 2005 - May 2008
Nationwide Retirement Solutions February 2001 - May 2005
Skills
Process Improvement, Financial Services, Requirements Gathering, Project Management, Business Requirements, Agile Methodologies, Vendor Management, Change Management, PMP, User Acceptance Testing, Visio, CRM, Leadership, Business Process, Team Building, SDLC
Education
The Ohio State University 1982 — 1986
Bachelor of Arts, German and Russian Language and Literature
Wheels Up December 2014 - Present
Hd Supply February 2013 - Present
Adobe Gilas January 2009 - February 2013
Parker Hannifin December 2011 - December 2012
Nationwide Retirement Solutions June 2011 - November 2011
Scripps Chiropractic August 2010 - January 2011
Allstar Legacy May 2008 - December 2008
Skills
Customer Service, Customer Relations, Excel, Word, Microsoft Office, Order Entry, Microsoft Excel, SAP, Outlook, Salesforce.com, Sales, Management, Insurance
Education
The Ohio State University Fisher College of Business 2008 — 2010
Bachelor's degree, Medical Radiologic Technology/Science - Radiation Therapist
University of Louisville 2006 — 2008
Business Marketing
Trinity Lutheran Seminary January 2014 - Present
Retail May 2011 - December 2013
Nationwide Retirement Solutions 2005 - April 2011
Nationwide Retirement Solutions 2000 - April 2011
NEA Valuebuilder, a Nationwide Financial Company 1990 - 2000
Nationwide Financial 1979 - 1990
Skills
Retirement Planning, Direct Sales, Mutual Funds, Fixed Annuities, Relationship Management, Sales, Series 63, Strategy, Sales Process, Start-ups, Leadership, Series 6, Business Development, Marketing, Sales Management, Strategic Planning
Education
The Ohio State University 1974 — 1979
BS, Business Administration - Accounting
Cortland High School
College Prep
Slyman Insurance Group, Inc. October 2009 - Present
2004 - 2009 LINCOLN FINANCIAL DISTRIBUTORS February 2007 - February 2009
Lincoln Financial Group 2007 - 2009
Lincoln Financial Distributors June 2004 - February 2007
Nationwide Financial January 1999 - January 2004
Nationwide Financial January 1997 - January 1999
Nationwide Retirement Solutions 1997 - 1999
Skills
Selling, Life Insurance, Sales, Strategic Financial..., Marketing Strategy, Marketing, Fixed Annuities, Leadership, Sales Operations, Customer Service, Financial Services, Property, Start-ups, Training
Education
Ohio University 1991 — 1995
BBA, Marketing / International Business
Ohio University 1991 — 1995
Bachelor, Business Administration; Marketing and International Business
Ohio University 1991 — 1995
BBA, Marketing / International Business
FedEx Office October 2010 - Present
Garden Image Landscape Design and Imaging September 2009 - Present
Earth Graphics September 2009 - December 2012
City of Dublin Horticulture (Parks & Rec) September 2010 - November 2010
Nationwide Retirement Solutions March 2005 - April 2008
Nationwide Financial January 2000 - October 2005
Aid Association for Lutherans January 1996 - December 1999
Aid Association For Lutherans January 1986 - December 1995
Skills
Landscape Design, Retirement Planning, Insurance, Training, Investments, Garden, Landscaping, Sales, Project Planning, Landscape Maintenance, Risk Management, Customer Service, Financial Services, Sales Management, Disability Insurance, Underwriting, Strategic Planning, Team Building, Retirement, Small Business
Education
Franklin University 2001 — 2004
Marketing
The Ohio State University
Landscape Architecture
Shepard Art Studio October 2008 - Present
Nationwide Retirement Solutions February 2004 - July 2008
OCLC 1996 - 2004
Columbus Board of Realtors September 1993 - February 1996
Mills Printing 1991 - 1992
Skills
Graphic Design, Flash, Dreamweaver, Microsoft Office, Advertising, Editing, Concept Development, Web Design, Illustrator, Photoshop, Brand Development, PowerPoint, Adobe Creative Suite, InDesign, Art Direction, Word, HTML, CSS, Creative Direction, Marketing Communications, Marketing, Graphics, Multimedia, Illustration
Education
Charleston Southern University 1998 — 2002
Bachelor's Degree, Industrial Technology (Graphic Design), 4.0
Trident Technical College 1990 — 1992
Associate's Degree, Industrial Technology (Graphic Design), 4.0
Cardinal Health August 2012 - April 2014
Cardinal Health June 2008 - August 2012
NATIONWIDE RETIREMENT SOLUTIONS January 2006 - June 2008
NATIONWIDE RETIREMENT SOLUTIONS July 2004 - January 2006
NATIONWIDE RETIREMENT SOLUTIONS September 2002 - June 2004
Skills
Business Analysis, Requirements Gathering, Process Improvement, Business Process..., Change Management, Time Management, Team Management, Decision Making, Decision Analysis, Budget Estimating, Resource Estimation, Cross-functional Team..., Root Cause Problem..., Collaborative Problem..., Writing, Oral Communication, Skilled Multi-tasker, Relationship Building, Relationship Management
Education
TOLEDO UNIVERSITY
BBA, Financial Services
Tiffin University
MBA
John Hancock Financial Services March 2001 - Present
Nationwide Retirement Solutions September 2014 - February 2015
PFPC July 1999 - March 2001
T. Rowe Price September 1995 - July 1999
Skills
Retirement, 401k, Mutual Funds, Series 7, Retirement Planning, Asset Allocation, Retirement Plan..., Pensions, Series 6, Series 63, Fixed Annuities, Defined Benefit, 401k Rollovers, Life Insurance, Financial Advisory, Wealth Management, Investment Advisory, Variable Annuities, Licensed Life Insurance..., Qualified Retirement..., IRAs, Roth IRA, Pension Administration, ERISA, Investments, FINRA, Financial Services, Profit Sharing, Employee Benefits, Retirement Savings
Education
University of South Florida 1997 — 1999
Master of Science (M.S.), Organizational Leadership
University of South Florida 1991 — 1995
Bachelor of Arts (B.A.), Sociology
Shaker High School June 2012 - Present
South Glens Falls High School September 2006 - June 2012
New York State Small Business Development Center April 2011 - June 2011
Duanesburg Central Schools September 2005 - June 2006
Nationwide Retirement Solutions February 2003 - September 2003
Shaker Computer & Management Services Inc. March 2001 - January 2003
Skills
Student Discipline, Instructional Technology, Curriculum Design, Interdisciplinary..., Leadership, Differentiated..., Public Speaking, Curriculum Development, Teaching, Educational Leadership, Google Apps, PowerPoint, Classroom, Technology Integration, Curriculum Mapping, Time Management, Teamwork, Teacher Training, Microsoft Excel, Microsoft Word, Analysis, Career Development, Customer Service, Access, Microsoft Publisher, Account Management, Financial Education, Workshop Development, iLife, Strategic Financial..., Social Skills, Outlook, Management, Microsoft Access, Microsoft Outlook, Microsoft PowerPoint, Customer Relations, Curriculum Writing, Curriculum Planning, Curriculum Management, Organization, Interpersonal Skills, Formal Presentations, Training Presentations, Apple iLife Suite, Financial Planning
Education
State University of New York College at Plattsburgh 2011 — 2015
Certificate of Advanced Study, Educational Leadership, 4.0
University of Phoenix 2001 — 2004
Masters of Business Administration, Marketing, 3.89
Siena College 1995 — 1999
Bachelor of Science, Finance, 3.01
City of Tempe June 2015 - Present
Fickenscher family May 2014 - Present
Nationwide Retirement Solutions December 2012 - May 2014
City of Tempe 2011 - 2011
Arizona Action for Foster Children June 1999 - November 2007
Millbrae Serra Convalescent Hospital February 1993 - May 1996
Emtek Healthcare of Motorola 1989 - 1992
EMTEK HealthCare 1989 - 1992
Skills
Management, Public Speaking, Microsoft Excel, Microsoft Office, Event Planning, Nonprofits, Customer Service, Social Media, Human Resources, Financial Analysis, Research, Process Improvement, Strategic Planning, Accounts Payable, Budgets, Leadership, Program Management
Education
Northern Arizona University 1980 — 1986
BSBA, Cost Accounting
Prudential Retirement January 2013 - Present
Lincoln Financial Advisors Corp. September 2011 - January 2013
Prudential Retirement November 2005 - September 2011
Nationwide Financial December 2002 - November 2005
Nationwide Financial August 2000 - December 2002
Nationwide Retirement Solutions March 1996 - August 2000
Skills
401k
Education
Fi360 2011 — 2011
AIF®, Accredited Investment Fiduciary
The American College 2002 — 2003
ChFC®, Chartered Financial Consultant
The American College 2004 — 2005
CLU®, Chartered Life Underwriter
The Ohio State University 1991 — 1996
B.S., Personal Financial Management
Licenses
Series 6, 26, 63
ICMA-RC March 2007 - Present
Summit Financial Strategies, Inc. April 2006 - October 2006
TIAA-CREF May 2005 - April 2006
Ohio Public Employees Retirement System October 2002 - April 2005
Nationwide Retirement Solutions 2000 - 2002
Hilliard Police Department May 1992 - April 2000
The Ohio State University April 1990 - April 1992
Skills
Asset Allocation /..., 401(k) / 403(b) / 457 /..., IRAs / Annuities / 529..., Mutual Funds / Stocks &..., Investment Management, Retirement Planning, Estate Planning /..., Long-Term Care /..., Multi-State Group..., Individual Counseling, Staff Training /..., Client Retention..., Budgeting / Debt..., Asset Allocation, Bonds, Pensions, IRAs, Strategic Financial..., Retirement, Employee Benefits, Fixed Annuities, Risk Management, Mutual Funds, Portfolio Management, Finance, Financial Services, Life Insurance, Insurance, Financial Planning
Education
The Ohio State University 1987 — 1994
BA, Criminal Justice/Sociology
Reality Financial Planning Services, LLC April 2007 - Present
Financial Planning Association of the Suncoast April 2008 - Present
Junior Achievement February 2013 - Present
Sarasota Coastal Credit Union August 2003 - February 2007
Nationwide Retirement Solutions 1994 - 2000
Skills
Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Personal Finance, Financial Planners, Financial Advisory, Securities, Investment Management, Insurance, Small Business, Asset Allocation, Investment Advisory, Wealth Management, Financial Services, Investments, Finance, Banking, Life Insurance, Budgets
Education
Lindenwood University
BA, Personnel Management
Western Michigan University 1977 — 1981
General Studies
Nationwide Retirement Solutions August 2011 - Present
Nationwide Retirement Solutions 2003 - 2011
CitiStreet 2000 - 2003
American Express Financial Advisors 1997 - 2000
Skills
Financial Services, Strategic Partnerships, Customer Retention, Insurance, Collaborative Leadership
Education
Adelphi University
Bachelor of Arts (B.A.), Economics
Stony Brook University
Economics
Nationwide Retirement Solutions November 2014 - Present
ING September 2013 - April 2014
The Hartford / MassMutual September 1996 - September 2013
Education
San Diego State University-California State University 1989 — 1993
Bachelor of Arts (BA), English
Nationwide Retirement Solutions January 2012 - Present
THE PABST THEATER January 2007 - Present
NATIONWIDE RETIREMENT SOLUTIONS January 2007 - January 2012
Skills
Event Planning, Mutual Funds, Customer Service, Media Relations, Sales, Series 6, Retirement, Microsoft Office, Data Entry, 401k, Insurance, Fixed Annuities, Employee Benefits, Retirement Planning, Leadership, Series 63
Education
Marquette University 2002 — 2006
Bachelor's degree, Public Relations/Image Management and Advertising
Nationwide Retirement Solutions August 2011 - Present
Nationwide Retirement Solutions December 2006 - August 2011
Nationwide Retirement Solutions September 2002 - December 2006
Nationwide Retirement Solutions April 2000 - September 2002
Prudential Financial November 1998 - April 2000
Detroit Red Wings September 1997 - November 1998
Skills
Series 7, Retirement, Retirement Planning, Investments, Insurance, Financial Planning, 401k, Mutual Funds, Annuities, Pensions, Asset Allocation, Asset Managment, Banking, Finance, Financial Advisory, Financial Modeling, Fixed Annuities, Investment Advisory, Life Insurance, Securities, Series 6, Series 63, Wealth, Wealth Management, Financial Services, Series 65, Strategic Financial...
Education
College for Financial Planning 2005 — 2005
CMFC, Financial Planning
International Foundation for Retirement Education 2003 — 2004
CRC, Retirement Education
Wayne State University 1997 — 2002
MBA, Business Administration
Hillsdale College 1993 — 1997
BA, Business Administration: Marketing
Public Retirement Planners June 2013 - Present
ICMA-RC April 2005 - June 2013
Nationwide Retirement Solutions January 2001 - January 2005
Skills
Financial Planning and..., Retirement Planning, Estate Planning, Retirement, Investments, Financial Planners, Employee Benefits, Investment Management, Financial Services, Finance, Small Business, Deferred Compensation, Financial Goals, Mutual Funds, Series 7, Strategic Financial..., 401k, Asset Allocation, Risk Management, Wealth Management, Series 63, Financial Advisory, Investment Strategies, Investment Advisory, Asset Management, Insurance, Life Insurance, Securities, Government
Education
Southern Illinois University, Carbondale 1996 — 1999
Bachelor of Science (B.S.), Aviation/Airway Management and Operations
Southern Illinois University, Carbondale
Nationwide Retirement Solutions October 2013 - Present
Nationwide Retirement Solutions March 2009 - October 2013
County of San Diego February 2007 - February 2009
San Diego County Regional Airport Authority June 2008 - August 2008
Skills
Deferred Compensation, Series 6, Series 63, Employee Benefits, Retirement Benefits, Recruiting, Office Management, Data Entry, Administration, Insurance, Spreadsheets, File Management, PeopleSoft, Administrative..., Human Resources, Benefits Administration, Microsoft Excel, Strategic Planning, Process Improvement, Customer Service, Leadership, Management, Microsoft Office, Life Insurance
Education
San Diego State University-California State University
Bachelor of Arts in Applied Arts & Sciences, Public Administration
Nationwide Retirement Solutions June 2013 - Present
A To Z Productions May 2009 - Present
ING January 2011 - June 2013
Nationwide Retirement Solutions April 2004 - December 2010
National City Bank of Kentucky January 2003 - February 2004
Enterprise Rent A Car June 2002 - January 2003
Skills
Social Media, Public Relations, Event Management, Social Networking, Direct Marketing, Marketing, Social Media Marketing, Event Planning, Corporate Events, Public Speaking, Marketing Strategy, Entertainment, Marketing Communications, Sales, Customer Service, Team Leadership, Coaching, New Business Development, Sales Management, Marketing Management, Advertising, Customer Satisfaction, Online Marketing, Strategic Planning, Team Building, Investments, Management, Retirement Planning, Time Management, Finance, Small Business, Leadership
Education
Eastern Kentucky University 1997 — 2002
Bachelors, Business Administration; Marketing
WHHS 1993 — 1997
The St. Michael School of Clayton September 2012 - Present
The St. Michael School of Clayton September 2011 - Present
EverBank June 2006 - August 2011
Nationwide Retirement Solutions April 1995 - June 2006
Skills
Strategy, Business Development, Management, Relationship Management, Team Building, New Business Development, Leadership, Investments, Training, Lead Generation, Risk Management, Public Relations, Account Management, Banking, Financial Services, Sales, Loans, Social Media Marketing, Sales Management, Financial Analysis, Mergers & Acquisitions, Public Speaking, Portfolio Management, Employee Benefits, Social Media, Customer Service, Event Planning, Integrated Marketing, Digital Marketing, Project Management, Strategic Planning, Marketing, Strategic Financial..., Financial Risk, Asset Management, Credit, Mortgage Lending, Mutual Funds, Educational Technology, Admissions, Professional Mentoring, School Administration
Education
Fontbonne University
BBA
Missouri Valley College
Missouri Valley College
Nationwide Financial March 2014 - Present
Nationwide Retirement Solutions April 2011 - March 2014
Nationwide January 2010 - June 2011
Nationwide 2000 - 2010
Horizons Companies June 1996 - December 1999
Skills
Integrated Marketing, Internal Communications, Microsoft Excel, Corporate Communications, Market Planning, Content Marketing, Crisis Communications, Creative Strategy, Technical Writing, Creative Direction, Messaging, Communication Training, Social Media Strategist, Constant Contact, Advertising, Networking, Speech Writing, Strategic Communications, Newsletters, Copywriting, Leadership, Web Content, Project Management, Video Production, Creative Writing, Marketing, Press Releases, Media Relations, Multimedia, Communications Planning, Marketing Communications, Web Content Management, Reputation Management, Content Management, Spokesperson, Television, Corporate Branding, Content Development, Internal & External..., Content Strategy, Brand Development
Education
The Ohio State University 1994 — 1998
Journalism, Public Relations
Motorists Insurance Group January 2014 - Present
Motorists Insurance Group March 2012 - January 2014
Motorists Insurance Group June 2010 - March 2012
Nationwide Retirement Solutions January 2009 - May 2010
Skills
Property & Casualty..., Insurance, Commercial Lines, Commercial Insurance, Casualty, Liability, General Insurance, Underwriting, Professional Liability, Umbrella Insurance, Property Damage, Microsoft Excel, Series 6, Microsoft Word, PowerPoint, Casualty Insurance
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelor's of Science, Marketing
Halyard Health (formerly Kimberly-Clark Healthcare) May 2011 - Present
Metrex Research October 2008 - May 2011
iS Clinical June 2006 - June 2008
Nationwide Retirement Solutions August 2000 - July 2006
Edward Jones Investments August 1998 - July 2000
Avon Products Inc. August 1983 - July 1998
Skills
Medical Devices, Sales Operations, Selling, Hospitals, Sales Management, New Business Development, Sales Process, Contract Negotiation, Key Account Management, Sales, Strategic Planning, Capital Equipment, Marketing, Disposables, Operating Room, Market Development, Product Launch, Healthcare, Sales Presentations, Cold Calling, Business Development, Selling Skills, Management, Training
Education
Kaplan University 2000 — 2004
Bachelor of Science, Business Management
Retirement Plan Advisors April 2000 - Present
Nationwide Retirement Solutions 1998 - 2000
PEBSCO 1996 - 1998
Skills
Independent Financial..., Accredited Investment...
Education
University of Missouri-Columbia 1989 — 1993
Bachelor's degree, Personal Finance
Troy Buchanan High School 1985 — 1989
Spartan Motors, Inc July 2013 - March 2014
Kforce Technical Staffing June 2012 - October 2012
Nationwide Insurance 2007 - 2010
Nationwide Retirement Solutions 2003 - 2006
Nationwide Financial 1993 - 2005
Skills
Time-Tested Leadership, Skilled Communicator,..., Project Management..., Relationship Builder, Change..., Business Management, New Business Development, Business Process, business project..., Change Management, Program Management, Training & Development, People Management, Management, Employee Training, Project Management, Training, Team Building, Insurance, Business Development, Leadership, Strategic Planning, Strategy, Marketing
Education
Franklin University 2000 — 2006
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, Senior
Kaplan 2013 — 2013
Property & Casualty license, Life, Accident and Health licenses, Insurance
Nationwide Retirement Solutions September 2014 - February 2015
Creative Living June 2013 - August 2014
The Ohio State University August 2013 - May 2014
The Ohio State University August 2012 - May 2013
GNC April 2011 - June 2012
The Ohio State University At Newark August 2009 - June 2012
westland high school 2005 - 2009
Skills
Facilities Management, Management, Athletics, Customer Service, Sports Enthusiast, Sports, sales, POS, Negotiation, Leadership, Motivation, Coaching, Exercise, Health, Nutrition, PowerPoint, Microsoft Word, Sales
Education
The Ohio State University 2009 — 2014
Bachelor of Science, Sport Industry
Transamerica Retirement Solutions November 2014 - Present
GE December 2013 - October 2014
Nationwide Retirement Solutions January 2013 - December 2013
Nationwide Retirement Solutions June 2008 - January 2013
Merrill Lynch January 2008 - May 2008
Skills
Investments, Mutual Funds, Financial Analysis, Retirement, Strategic Financial..., Microsoft Excel, Finance, Financial Services, Retirement Planning, Rollovers, Management, Estate Planning, Series 6, Banking, Marketing, Marketing Strategy, Loans Administration, Program Management, Series 63, Organizational..., Customer Service, Public Speaking, Leadership
Education
The College of Saint Rose 2010 — 2012
Advanced Certificate, Financial Planning
The College of Saint Rose 2010 — 2012
Masters, Business Administration
Siena College 2004 — 2008
Bachelor's, Marketing/Management
Nationwide Retirement Solutions July 2013 - Present
USAA June 2011 - July 2013
Comerica Bank December 2008 - June 2011
United States Marine Corps September 2003 - June 2007
Skills
Asset Managment, Asset Allocation, Asset Protection, Business Strategy, Business Analysis, New Business Development, Small Business, Business Development, Credit, Economics, Financial Analysis, Strategic Financial..., Personal Financial..., Alternative Investments, Alternative Energy, Investments, Investment Properties, Investment Strategies, Money Management, Lease Options, Securities Market, Securities, Retirement Planning, Real Estate, Estate Planning, Portfolio Management, Operations Management, Risk Management, Mutual Funds, Life Insurance, Health Insurance, Military, Marine Corps, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Asset Management, Series 7, Fixed Annuities
Education
College for Financial Planning 2011 — 2013
Certified Financial Planner, Financial Planning and Services
Cannon Financial Institute 2012 — 2012
Certified Wealth Strategist, Wealth Management
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist, Investments and Securities
Ashford University 2009 — 2010
Bachelor's degree, Organizational Management
Estrella Mountain Community College 2007 — 2008
Associate's degree, Strength, Nutrition, and Personal Training
Homewood-Flossmoor High School 1999 — 2003
High School Diploma, General Studies
The Proctor Dealerships February 2012 - Present
Proctor Honda January 2011 - February 2012
Nationwide Retirement Solutions February 2008 - September 2010
AIG VALIC 1998 - 2007
State of Florida 1997 - 1998
Self Employed 1992 - 1997
Grant Thornton 1987 - 1992
Skills
Finance, Business Planning, Sales Management, New Business Development, Team Building, Strategic Financial..., Profit, Coaching, Insurance, Strategic Planning, Sales Process, Accounting, Credit, Business Development, Customer Satisfaction, Customer Retention, Forecasting, Financial Analysis, Sales, Online Advertising
Education
University of Central Florida 1975 — 1980
BS, Finance and Management
University of Central Florida - College of Business Administration 1975 — 1980
BS, Finance and Management
Orange County Public Schools August 2013 - Present
Kelly Educational Staffing February 2013 - August 2013
Aon Hewitt January 2011 - February 2013
Nationwide Retirement Solutions July 2002 - December 2010
Putnam Investments January 2000 - July 2002
Putnam Investments July 1996 - January 2000
Ryder Logistics 1995 - 1995
Ryder System, Inc. August 1993 - 1995
Skills
Defined Benefit, Program Management, Defined Contribution, Recruiting, Investments, Building Relationships, Deferred Compensation, Mergers & Acquisitions, Mutual Funds
Education
Eastern Nazarene College 1997 — 2001
Bachelor of Arts, Business Administration
Dean College 1989 — 1991
Associate of Science, Liberal Studies
Nationwide Retirement Solutions May 2000 - Present
Columbia National Bank September 1994 - May 2000
Citibank Investment Services September 1989 - September 1994
Skills
Series 7, Retirement, Public Speaking, Retirement Planning, Investments, Financial Services, Business Planning, Financial Advisory, 401k, Series 63, Fixed Annuities, Uniform Combined State..., Series 6, Investment Advisory, FINRA, IRAs, Relationship Management, Insurance
Education
Southern Illinois University, Carbondale 1970 — 1974
Marketing, Business
Nationwide Financial September 2011 - Present
Casto Residential Realty/Connect Realty September 2008 - November 2011
Leukart Renovations July 2007 - May 2009
Nationwide Retirement Solutions October 2000 - July 2007
Skills
Real Estate, Sales, Negotiation, Marketing, Sellers, Investment Properties, Management, Direct Marketing, Training, Investments, Selling, Real Estate Transactions, Customer Service, Contract Negotiation, Residential Homes, New Business Development
Education
Hondros College 2008 — 2008
License, Real Estate
The Ohio State University 1995 — 2000
Bachelor of Science, Hospitality Management
GLOVERSVILLE ENLARGED SCHOOL DISTRICT August 2015 - Present
The Family Counseling Center June 2015 - August 2015
The Family Counseling Center October 2014 - August 2015
Middleburgh High School August 2009 - July 2014
Nationwide Retirement Solutions April 2007 - August 2009
Skills
Student Counseling, Educational Leadership, Curriculum Development, K-12, Special Education, Classroom, Tutoring, Lesson Planning, Admissions, Academic Advising, Career Counseling, Student Development, Student Affairs, Educational Consulting, College Applications, IEP, Middle School, Behavior Management, Small Group Counseling, Educational Assessment, Secondary Education, Interventions, RTI, Adolescents
Education
The Sage Colleges-Sage Graduate School 2009 — 2010
Certificate of Advanced Studies, School Counseling
The Sage Colleges-Sage Graduate School 2007 — 2010
Master of Science (MS), Professional School Counseling
SUNY Cortland 2002 — 2004
Bachelor of Arts (BA), Business/Managerial Economics
Nationwide Financial September 2014 - Present
Nationwide Financial September 2011 - Present
Nationwide Financial September 2005 - September 2011
Nationwide Financial June 2001 - September 2005
Nationwide Retirement Solutions April 2000 - June 2001
Nationwide Retirement Solutions March 1998 - April 2000
Skills
Process Improvement, Financial Services, Change Management, Business Strategy, Strategy, Retirement, Series 6, Retirement Planning, 401k, Team Building, Consulting, Sales, Business Analysis, Fixed Annuities, Insurance, Marketing, Training
Education
The Ohio State University 1993 — 1997
Ohio Health November 2009 - Present
Retail Ventures Inc November 2006 - October 2008
JP Morgan Chase June 2005 - July 2006
BMW Financial Services May 2002 - September 2004
Nationwide Retirement Solutions 1999 - 2001
Skills
Training, Customer Service, Team Building, Process Improvement, Microsoft Excel, Budgets, Microsoft Word, Inventory Management, Leadership, Management
Education
DeVry University-Ohio 2011 — 2015
Healthcare Information Technology HIT
Nationwide Beauty Academy 1995 — 1995
Managing Manicurist, Nail Technician/Specialist and Manicurist
Phoenix, Az April 2013 - Present
Nationwide Retirement Solutions February 2007 - April 2013
Northern Trust February 2004 - February 2006
M&I Bank 2004 - 2005
JPMorgan Chase 1979 - 2004
Bank One 1995 - 2001
Education
Arizona State University 1981 — 1983
Master of Education (M.Ed.)
MetLife September 2009 - Present
AIG Retirement November 2000 - March 2010
CIGNA Healthcare March 2000 - December 2000
Nationwide Retirement Solutions January 1998 - March 2000
PEBSCO 1995 - 1998
ADP 1987 - 1993
Fortunoff 1982 - 1987
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, 401k, Insurance, Wealth Management, Securities, Financial Advisory, Process Improvement, Strategic Financial..., Investments
Education
Saint Peter's University 1983 — 1986
Spanish cum laude, Spanish Literature, History
St. Peter's College 1983 — 1986
Bachelor of Arts (B.A.), Spanish
Nutley High School 1978 — 1982
Nationwide Retirement Solutions January 2008 - Present
2008 Moss Adams Wealth Advisors LLC January 2008 - October 2008
2005-2007 Moss Adams LLPSan January 2005 - January 2008
2002-2005 Creative Capital Management Inc January 2002 - January 2005
Education
San Diego State University-California State University 2002 — 2006
Bachelors, Financial Services
San Diego State University
Bachelor of Science, Business Administration, Financial Services
University of
Nationwide Financial August 2014 - Present
Nationwide Retirement Solutions July 2007 - August 2014
Nationwide Better Health August 2005 - July 2007
Skills
Process Improvement, Insurance, Employee Benefits, Financial Services, Fixed Annuities, Business Analysis, Relationship Management, Business Process..., Leadership, Series 6, Customer Service, Project Management, Retirement Planning, Strategic Planning, Business Relationship..., 401k, Change Management, Investments, Life Insurance
Education
The Ohio State University
Bachelor of Arts, Political Science
Nationwide Retirement Solutions November 2008 - Present
LPL Financial February 2005 - October 2008
TD Waterhouse 2004 - 2005
The Retirement Group LLC 2003 - 2004
Skills
Series 7, Retirement, Mutual Funds, Finance, Series 63, Investments, Securities, Insurance, Financial Services, Customer Service, Qualified Retirement..., Life & Health Insurance..., Series 66, Certified Retirement..., 457 Plans, 403 b, Roth 403b
Education
University of California, Riverside 1999 — 2003
Bachelor of Science (BS), Business Administration
University of California, Riverside 1999 — 2003
Bachelor of Science (B.S.), Business Administration
JPMorgan Chase September 2013 - Present
JPMorgan Chase September 2011 - September 2013
Alliance Data January 2007 - September 2011
Nationwide Retirement Solutions February 2000 - July 2005
Education
Franklin University 2004 — 2006
BS, Marketing
One America Retirement Servies June 2014 - Present
Prudential Retirement April 2006 - September 2012
Great-West Retirement Services 2000 - 2006
Nationwide Retirement Solutions 1991 - 2000
Education
Franklin University 1989 — 1991
MBA, Business Management and Finance
Worthington Christian High School 1985 — 1988
ICMA-RC 2006 - Present
Nationwide Retirement Solutions July 2001 - April 2006
Skills
Financial Services, Series 63, Retirement Planning, Retirement, Investments
Education
University of Central Missouri 1992 — 1996
BSBA, Finance
TIAA-CREF February 2011 - Present
Nationwide Retirement Solutions May 2006 - December 2010
Skills
Retirement Planning, Investments, Retirement, Series 7, 401k, Financial Services, Mutual Funds, IRAs, Asset Allocation, Defined Benefit, Pensions, ERISA, Employee Benefits, Series 63, Retirement Plan..., Strategic Financial..., Wealth Management, Fixed Annuities, Series 6, Securities, Investment Advisory
Education
Dickinson College
B. A., Political Science and Government
New Trier Township High School
Nationwide Retirement Solutions May 2005 - Present
Education
Ohio University
Bachelor, Communication
Nationwide January 2012 - Present
Nationwide November 1992 - Present
Nationwide Retirement Solutions 2000 - 2008
Skills
Leadership Development, Performance Management
Education
Marshall University 1986 — 1992
Bachelor, Marketing
Nationwide Retirement Plans July 2013 - Present
Nationwide Retirement Plans June 2012 - June 2013
Nationwide Financial March 2003 - June 2012
Nationwide Retirment Solutions 2000 - 2003
Nationwide Retirement Solutions 1998 - 2000
Skills
Series 6, Serie 26, Mutual Funds, Fixed Annuities, Pensions, Investments, Financial Services
Education
The College of Saint Rose 2003 — 2005
MBA, Business Adminstration, A
Southern Illinois University, Carbondale 1988 — 1990
Bachelor of Science, Education
Nationwide Retirement Solutions 2010 - Present
Bank of Oklahoma 2009 - 2010
MetLife Securities 2005 - 2009
Skills
Insurance, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Microsoft Excel, Analysis, Data Analysis, Investment Management, Customer Service, Entrepreneurship, Accounting, Alternative Investments, Investments
Education
Northeastern State University 2003 — 2005
Bachelors, Kinesiology
Fort Scott Community College 2000 — 2003
Associates, Science
Scottsdale Insurance Company July 2015 - Present
Nationwide Financial June 2014 - Present
Voya Investment Management September 2010 - May 2014
ING Investment Management September 2009 - April 2010
Nationwide Retirement Solutions November 2008 - August 2009
Verizon 2002 - 2008
Verizon 2000 - 2002
Skills
Marketing, Editing, Public Speaking, Marketing Strategy, Management, Marketing Communications, Team Building, Coaching, Business Process..., Strategic Planning, Process Improvement, Financial Commentary..., Compliance Processes, Employee Communications, Organization, Budgets, Social Media, Teaching, Research, Sales, Communication, Microsoft Office
Education
Cardinal Stritch University 1990 — 1994
Associate, Business Administration
CMED Institute, Chicago, IL 2004 — 2006
Certification, Archetypal Sciences
Ball State University 1993 — 1993
Certification, Economic Development, A
Nationwide Retirement Solutions April 2008 - Present
The Ohio Railway Museum January 2001 - Present
Ohio Railway Museum 2001 - 2011
Nationwide Insurance February 1999 - April 2008
Education
Columbus State Community College 1971 — 1974
Associate, General Business Management
Peoples Bank/Raymond James Financial, Inc. January 2013 - Present
Peoples Bank January 2013 - Present
HHUMC 2014 - 2015
Hocking hills UMC 1995 - 2015
Hocking hills UMC December 1994 - 2015
Hocking College November 2012 - January 2013
HOCKING TECHNICAL COLLEGE March 2010 - November 2012
HOCKING TECHNICAL COLLEGE September 2011 - December 2011
Nationwide Financial January 2007 - July 2009
NATIONWIDE RETIREMENT SOLUTIONS February 2000 - January 2007
Skills
Building Relationships, Internal Communications, Team Building, Retirement Planning, Pensions, Financial Services, Defined Benefit, Program Management, Training, Investments, Insurance, Employee Management, Sales Process, Relationship Management, Relational Databases, Employee Relations, Management, Finance, Coaching, Sales, Business Development, Retirement, Recruiting, Mutual Funds, Customer Service, Leadership, Relationship Building
Education
Ohio University 1995 — 1996
Bachelor of Arts, Economics
Northmor High School 1985 — 1988
College Prep diploma, College prep
Fidelity Investments February 2014 - Present
Fidelity Investments September 2012 - February 2014
AIG/Variable Annuity Life Insurance Corporation April 2004 - September 2012
Nationwide Retirement Solutions March 2000 - April 2004
Nationwide Advisory Services July 1998 - March 2000
Skills
Mutual Funds, Long Term Care, Term Life Insurance, Financial Planning, Retirement, Brokerage, Equities, Fixed Income, Fixed Annuities, Annuities, Strategic Financial..., Variable Annuities
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1999
Bachelor's Degree, Business Administration; Finance
Nationwide Insurance 2014 - Present
Nationwide Financial 1989 - 2014
Nationwide Retirement Solutions 1999 - 2007
Skills
Requirements Gathering, Agile Methodologies, Business Analysis, Requirements Analysis, Business Requirements, Process Improvement, Visio, User Acceptance Testing, Quality Center, SDLC
Education
Ohio University 1985 — 1989
B.S.A, Business, Human Resource Management
Nationwide Retirement Solutions March 2011 - Present
Nationwide Retirement Solutions January 2008 - March 2011
Nationwide Financial January 2006 - January 2008
Nationwide Retirement Solutions May 2004 - January 2006
Skills
Mutual Funds, SDLC, Retirement Planning, Life Insurance, Training, Presentations, 457 Plans, 401k, Retirement Benefits, Qualified Retirement..., Estate Planning, Risk Management, Strategic Financial..., Financial Services, Fixed Annuities, Investments, Financial Advisory, Financial Planning
Education
The Ohio State University 1998 — 2004
Bachelor of Science (B.S.), Family Resource Management Studies, General
The American College 2008 — 2014
ChFC CLU, Retirement Planning and Life Underwriting, A
Real Living SJ Fowler Real Estate June 2014 - Present
Remax Signature April 2014 - June 2014
Remax Home Expert Realty January 2014 - April 2014
Ace Mulligan Homes December 2013 - January 2014
Impulse RealtyRealtor September 2012 - December 2013
MOMS club of San Tan Valley, AZ July 2012 - July 2013
Wells Fargo June 2010 - December 2011
Martin Financial Group March 2008 - May 2009
Martin Financial Group March 2007 - May 2008
Nationwide Retirement Solutions April 2006 - March 2008
Skills
New Business Development, Project Management, Business Strategy, Business Development, Marketing Strategy, Negotiation, Sales Management, Team Building, Marketing, Microsoft Office, Social Media, Customer Service, Sales, Recruiting, Change Management, Account Management, Coaching, Management, Team Leadership, Leadership, Real Estate, First Time Home Buyers, Investors, Training
Education
University of Phoenix 2005 — 2007
Bachelors, Business Management
University of Phoenix 2005 — 2007
Bachelor Degree, Business Management
Nationwide Insurance August 2012 - Present
Nationwide Financial December 2007 - July 2012
Nationwide Retirement Solutions July 2005 - December 2007
Tommy Hilfiger August 2004 - June 2005
Skills
Microsoft Office, Process Improvement
Education
Franklin University
Texas Association of Counties December 2013 - July 2014
VALIC April 2012 - 2014
Farmers Insurance October 2010 - May 2012
Nationwide Retirement Solutions July 2004 - January 2010
Skills
Relationship Management, Strategic Financial..., Investments, Public Speaking, Financial Services, Fixed Annuities, Retirement, Wealth Management, Insurance, Strategic Planning, Life Insurance, Project Management, Employee Benefits
Education
The University of Texas at Austin 1995 — 1996
BA, Economics
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary
Lakewood College
AA, Liberal Arts
American Electric Power January 2011 - Present
Nationwide Insurance October 2005 - January 2011
Nationwide Retirement Solutions November 2002 - October 2005
Kroger April 1999 - November 2002
Kroger Company May 1998 - December 2001
Skills
Quality Assurance, Cross-functional Team..., Testing, Software Documentation, Leadership, SQL, Strategic Planning, Customer Service, Microsoft Office, Oracle, Time Management, SDLC, Process Improvement, Visio, Requirements Gathering, Business Analysis, Quality Center, Requirements Analysis, Agile Methodologies, Process Engineering
Education
Franklin University 2006 — 2008
Bachelors of Science, Business Administration
Grove City High School 1991 — 1994
Zeiders Enterprises, Inc. November 2012 - Present
Serco - NA November 2011 - October 2012
Nationwide Retirement Solutions November 2006 - October 2011
Skills
Retirement Planning, Wealth Management, Insurance, Finance, Managerial Finance, Financial Advisory, Loans, Mutual Funds, Asset Management, Analysis, Investment Advisory, Training, Retirement, Securities, Customer Service, Financial Analysis, Personal Finance, Fixed Annuities
Education
College of Financial Planning 2009 — 2012
Master of Science (MS), Financial Planning and Services
Ohio University 1984 — 1987
BBA, Business Administration
Nationwide Retirement Solutions December 2005 - Present
Chase Home Finance October 2000 - February 2005
Education
The Ohio State University
OPM October 2012 - September 2013
Financial Integrity Advisors, LLC March 2011 - September 2012
Nationwide Retirement Solutions April 2008 - February 2011
VALIC 1995 - 2005
Skills
Financial Planning, Leadership, Public Speaking, Retirement, Retirement Planning, Insurance, Finance, Strategic Planning
Education
College of Notre Dame of Maryland
Bachelor of Arts (B.A.), Finance, General
Army Reserves March 2014 - Present
Nationwide Financial January 2002 - Present
Nationwide Retirement Solutions January 2002 - Present
Skills
Public Speaking, Negotiation, Retirement Plans, Leadership, Investments, Mutual Funds, Retirement, Fixed Annuities, Pensions, Financial Services, Program Management, Training, Team Building, Budgets, Customer Service, Employee Benefits, Insurance, Management, Retirement Planning, Sales, Series 63, Strategy
Education
Troy State University 1993 — 1997
BS, Human Resourse
Greenville High School 1984 — 1988
Prudential Retirement April 2014 - Present
MFJ Consultants May 2012 - Present
Town of Wilbraham April 2000 - February 2014
Horace Mann June 2012 - August 2013
ING DIRECT July 2010 - February 2011
Nationwide Retirement Solutions November 1987 - February 2009
UNITED States Conference of Mayors 457 PLAN 1986 - 2009
Skills
Sales Management, Salesforce.com, Microsoft Office, Microsoft Word, Asset Managment, Insurance, Investments, Negotiation, Recruiting, Training, Retirement Planning, Retirement Savings, Pensions, Pension Funds, Retirement, Leadership, IRAs, Fixed Annuities, Sales, 401k, Series 6, Life Insurance, Term Life Insurance, Employee Benefits, Financial Services, Series 63, Series 7, Asset Allocation, Mutual Funds, Health Insurance, Defined Benefit, Property, Relationship Management, Customer Retention, Whole Life, Securities, Sales Presentations, 403 b, Strategic Financial..., Long-term Care, Casualty, Defined Contribution, Business Relationship..., Cold Calling, Benefits Administration, Accident, ERISA, Retirement Plan..., FINRA, Qualified Retirement...
Education
Central Connecticut State University
Engineering/Industrial Management
ENRICO FERMI HIGH
General Studies
Howell Cheney Technical High School
Carpentry/Carpenter
Nationwide Retirement Solutions February 2003 - Present
Jewish Girls Retreat, Bat Mitzvah Club, Teen Leadership Club 2010 - 2013
Enterprising Womens Investment Club 1995 - 2005
National Life of Vermont August 1994 - February 2003
Leads Group 1994 - 2001
BPW - Business and Professional Women 1994 - 2000
Northwestern Mutual 1988 - 1994
Skills
Retirement Planning, Pensions, Investments, 401k, Retirement, Mutual Funds, Defined Benefit, Retirement Plan..., Profit Sharing, Series 63, Asset Allocation, IRAs, 457 Plans, Financial Services, Fixed Annuities, 401k Rollovers, Strategic Financial..., Employee Benefits, Estate Planning, Insurance, Leadership, Disability Insurance, Fundraising, Life Insurance, Public Speaking, Securities, Series 6, Customer Service, Sales, Wealth Management, Event Planning, Research, Health Insurance, Marketing, Portfolio Management, Teaching, Social Media, Financial Planning, Nonprofits, Community Outreach, Strategic Planning
Education
Niskayuna '86 1982 — 1986
State University of New York at Albany
Judaic Studies
Nationwide Retirement Solutions April 2003 - Present
Skills
Insurance, Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Series 63, IRAs, 401k, Series 7, Asset Allocation, Pensions, Wealth Management, Securities, Strategic Financial..., Series 6, Investments, Financial Planning
Education
STATE UNIVERSITY OF NEW YORK COLLEGE AT ALBANY 2010 — 2016
State University of New York College at Plattsburgh
Tamarac
Nationwide Insurance August 2011 - Present
Nationwide Retirement Solutions February 2006 - August 2011
Skills
Insurance, Underwriting, Fixed Annuities, Workers Compensation, Retirement, Employee Benefits, 401k, Retirement Planning, Mutual Funds
Education
The Ohio State University
Bachelor of Arts (B.A.), Criminology
Nationwide Financial June 2011 - Present
Nationwide Retirement Solutions April 2007 - June 2011
INDIAN LAKE STATE PARK May 2003 - November 2006
Skills
Retirement, Insurance, Call Center, Customer Service, Customer Relations, Investments, Series 6, Continuous Improvement, Team Leadership, PowerPoint, Program Management, Process Improvement, Life Insurance
Education
Ashland University 2009 — 2011
Master of Business Administration, Business Administration and Management, General
Capital University 2004 — 2007
Bachelor Degree, Business Administration
Nationwide Financial June 2014 - Present
Carry-to-Protect January 2013 - Present
Advocare May 2013 - Present
Nationwide Financial June 2011 - June 2014
US House of Representatives October 2013 - 2013
Nationwide Retirement Solutions August 2010 - June 2011
Nationwide Financial January 2008 - August 2010
Skills
Insurance, Sales, Mutual Funds, Series 6, Retirement Planning, Account Management, Relationship Management, Customer Service, Mortgage Lending, Leadership, Investments, Sales Management, Strategic Planning, Marketing, Loans, Banking, Customer Retention, Management, Team Building, Email Marketing, Corporate Finance, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Capital Budgeting, Social Media Marketing
Education
Franklin University 2009 — 2013
Bachelor of Science, Financial Management
Pickerington High School 1993 — 1996
TIAA-CREF 2009 - Present
Land Group Real Estate, L.L.C. 2006 - 2009
MetLife 2003 - 2005
Nationwide Retirement Solutions 2000 - 2003
MetLife 1998 - 1999
MetLife 1995 - 1998
MetLife 1991 - 1994
MetLife 1989 - 1991
E F Hutton 1985 - 1989
Education
Iowa State University - College of Business 1974 — 1978
Bachelors, Business
HD Vest Financial Services January 2011 - Present
Nationwide Retirement Solutions May 2002 - June 2010
Education
Fresno State University 1996 — 1998
Accounting, Accounting
Oregon State University 1979 — 1983
Business Administration, Finance
Columbus Coalition March 2012 - Present
Aerotek February 2012 - March 2012
Nationwide Retirement Solutions November 2011 - February 2012
McClure Management August 2010 - September 2011
Barnett Recreation Center November 2009 - August 2011
HireDesk Applicant Tracking System June 2009 - December 2009
Giant Eagle June 2008 - August 2008
Education
Independence High School
High School Diploma
The Ohio State University
Bachelor of Arts, African American Studies
JP Morgan May 2013 - Present
Nationwide Retirement Solutions March 2003 - May 2013
Skills
Series 63, Mutual Funds, Investment Advisory, FINRA, Securities, Investments, Equities, Portfolio Management, Financial Services, Asset Managment, Investment Management, Series 65, Life & Health Insurance...
Education
Franklin University
Bachelors Degree, Management and Leadership
Nationwide Retirement Solutions June 2013 - Present
Adventure Education Center July 2010 - September 2014
Columbus Early Learning Centers October 2012 - April 2013
Columbus Parks and Recreation Department December 2011 - August 2012
Otterbein University September 2010 - May 2012
Panera Bread September 2010 - September 2011
Columbus State Community College June 2008 - May 2010
Skills
Event Planning, Time Management, Student Affairs, Community Outreach, Student Leadership, Public Speaking, Student Development, Data Entry, Customer Service, Facebook, File Management, Research, PowerPoint, Microsoft Word, Microsoft Excel, Team Building, Leadership, Psychology, Microsoft Office
Education
Otterbein College 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Columbus State 2007 — 2010
Associate of Arts (A.A.)
Nationwide Retirement Solutions 2012 - Present
Uno Chicago Grill November 2011 - January 2013
Taco Bell October 2006 - November 2011
Skills
Qualified Retirement..., Customer Service, Automotive, Electricians, Bartending, Management, Account Management, Accounting
Education
The Ohio State University 2007 — 2012
B.S. Human Ecology, Family and Consumer Sciences/Human Sciences, 3.0
LUDOVICO INC/FIREBRAND August 2012 - Present
Freelance February 2011 - Present
NATIONWIDE RETIREMENT SOLUTIONS January 2012 - July 2012
IKON OFFICE SOLUTIONS July 2010 - January 2011
FRANKLIN IMAGING March 2007 - July 2010
FEDEX KINKO’S March 2003 - March 2007
THE MATT DILMORE SHOW January 2002 - June 2004
FORESIGHT CORP October 2000 - February 2002
KINKO’S November 1997 - October 2000
UNSCENE MONTHLY November 1995 - November 1997
Skills
Public Speaking, Screenwriting, Technical Writing, Adobe Creative Suite, Microsoft Office, Illustration, Operations Management, Sony Vegas, Final Cut Pro, Office Administration, Project Management, Team Management, Music Production, Radio Broadcasting, Content Management, Content Writing, HTML
Education
Ohio University 1993 — 1997
BA, Psychology
Nationwide Retirement Solutions 2003 - October 2013
Nationwide Retirement Solutions 2001 - 2003
Nationwide Retirement Solutions 2001 - 2003
Skills
Leadership, Strategic Planning, Contract Negotiation, Management, Strategy, Process Improvement, Negotiation, Financial Analysis, Proposal Writing, Sales, Relationship Management
Education
The Ohio State University 1994 — 1999
CVS November 2009 - Present
National City Bank November 2007 - October 2008
Nationwide Retirement Solutions January 2000 - August 2006
Skills
Management, Customer Service, Public Sector Financial...
Education
The Ohio State University 1992 — 1997
Bachelor of Science (BS), Family Financial Management