Nationwide Retirement Solutions

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Nationwide Retirement Solutions Employees

Employee
Years
Job
Industry
Matt Ring ChFC, CRC Matt Ring ChFC, CRC Des Moines, Iowa Area Details
Matt Ring ChFC, CRC's Nationwide Retirement Solutions Experience May 2013 - Present
Job Retirement Specialist at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Jude Hammond Jude Hammond Columbus, Ohio Area Details
Jude Hammond's Nationwide Retirement Solutions Experience September 2006 - June 2008
Job Performance Analyst at Chase
Industry Financial Services
Experience
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

Mark R. Mitchell, CFP (R) Practitioner Mark R. Mitchell, CFP (R) Practitioner Greater Detroit Area Details
Mark R. Mitchell, CFP (R) Practitioner's Nationwide Retirement Solutions Experience 1997 - March 2000
Job Owner, Retirement Plan Advisors
Industry Investment Management
Experience
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

Richard Hinkle Richard Hinkle Cambridge, Maryland Details
Richard Hinkle's Nationwide Retirement Solutions Experience July 1999 - June 2008
Job Retirement Consultant at Prudential Financial
Industry Financial Services
Experience
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

Andrea N. Leota, CFP® Andrea N. Leota, CFP® Greater Atlanta Area Details
Andrea N. Leota, CFP®'s Nationwide Retirement Solutions Experience January 2012 - July 2013
Job Workplace Planning and Guidance Consultant, Tax Exempt Market
Industry Financial Services
Experience
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

Emily Lockwood Emily Lockwood Madison, Wisconsin Details
Emily Lockwood's Nationwide Retirement Solutions Experience January 2001 - December 2005
Job Client Relationship Director at EmpowerRetirement
Industry Financial Services
Experience
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

Amber George Amber George Greater San Diego Area Details
Amber George's Nationwide Retirement Solutions Experience August 2005 - February 2008
Job Media Director at InnoVision, LLC
Industry Marketing and Advertising
Experience
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

Tracy Watkins, MBA, CEBS, SPHR Tracy Watkins, MBA, CEBS, SPHR Dallas/Fort Worth Area Details
Tracy Watkins, MBA, CEBS, SPHR's Nationwide Retirement Solutions Experience May 2000 - May 2006
Job Benefits Specialist at Army and Air Force Exchange Service
Industry Financial Services
Experience
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

Nick Cocco Nick Cocco Nashville, Tennessee Details
Nick Cocco's Nationwide Retirement Solutions Experience September 2009 - December 2009
Job MicroStrategy Developer at Healthtrust
Industry Information Technology and Services
Experience
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

Debra S. Wright Debra S. Wright Tampa/St. Petersburg, Florida Area Details
Debra S. Wright's Nationwide Retirement Solutions Experience May 2002 - July 2008
Job Relationship Management
Industry Financial Services
Experience
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

Shane Begin Shane Begin Plain City, Ohio Details
Shane Begin's Nationwide Retirement Solutions Experience June 2003 - Present
Job Software Testing Engineer at Nationwide Financial
Industry Financial Services
Experience
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

John M. Turk, III, ChFC, CLU John M. Turk, III, ChFC, CLU Greater New York City Area Details
John M. Turk, III, ChFC, CLU's Nationwide Retirement Solutions Experience January 1999 - January 2005
Job Vice President, Consultant Relations, Taxexempt markets at Prudential Retirement
Industry Financial Services
Experience
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

Aaron Adkins Aaron Adkins Columbus, Ohio Area Details
Aaron Adkins's Nationwide Retirement Solutions Experience February 2000 - August 2004
Job Internal Client Advisor at JP Morgan Asset Management
Industry Financial Services
Experience
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

Andrew Lawrie, ChFC Andrew Lawrie, ChFC Columbus, Ohio Area Details
Andrew Lawrie, ChFC's Nationwide Retirement Solutions Experience 2006 - Present
Job Retirement Planner at Nationwide
Industry Financial Services
Experience
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

Kristin Radel, ACS, AIF Kristin Radel, ACS, AIF Charlotte, North Carolina Area Details
Kristin Radel, ACS, AIF's Nationwide Retirement Solutions Experience January 2005 - October 2005
Job Director of Contract Bureau at MetLife
Industry Financial Services
Experience
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

My'Lisse Kochan-Manley My'Lisse Kochan-Manley Schenectady, New York Details
My'Lisse Kochan-Manley's Nationwide Retirement Solutions Experience July 2008 - April 2011
Job Pension Support Lead at GE Corporate
Industry Financial Services
Experience
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

Patrice Walsh Patrice Walsh Greater Minneapolis-St. Paul Area Details
Patrice Walsh's Nationwide Retirement Solutions Experience January 1999 - March 2000
Job Chief Revenue Officer at CRO Success, LLC
Industry Management Consulting
Experience
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

Brendan Morrison Brendan Morrison Greater Boston Area Details
Brendan Morrison's Nationwide Retirement Solutions Experience February 2009 - Present
Job Program Director New England & New York Territory for Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Clay Johnson Clay Johnson Columbus, Ohio Area Details
Clay Johnson's Nationwide Retirement Solutions Experience February 2009 - January 2012
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
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

Brandon Martelle Brandon Martelle Columbus, Ohio Area Details
Brandon Martelle's Nationwide Retirement Solutions Experience July 2007 - November 2012
Job Marketing Capability Specialist at Alliance Data
Industry Financial Services
Experience
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

Allen Sheets Allen Sheets Lenoir City, Tennessee Details
Allen Sheets's Nationwide Retirement Solutions Experience 1992 - Present
Job Retirement Specialist at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Tom Buoni Tom Buoni Columbus, Ohio Details
Tom Buoni's Nationwide Retirement Solutions Experience October 2012 - Present
Job Financial Services Representative at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Lana Siekkinen Lana Siekkinen Westerville, Ohio Details
Lana Siekkinen's Nationwide Retirement Solutions Experience April 1999 - Present
Job Sr Analyst, Process Mgmt at Nationwide Retirement Solutions
Industry Financial Services
Experience
Nationwide Retirement Solutions   April 1999 - Present
Nationwide Financial  September 1990 - April 1999

Education
Franklin University
Associates, Accounting

Brendan Norman Brendan Norman Indianapolis, Indiana Area Details
Brendan Norman's Nationwide Retirement Solutions Experience March 2009 - March 2011
Job Financial Advisor Branch Manager at KeyBank
Industry Investment Management
Experience
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

Alana Lockett-Hartley Alana Lockett-Hartley Columbus, Ohio Area Details
Alana Lockett-Hartley's Nationwide Retirement Solutions Experience February 2006 - October 2007
Job Senior Business Information Analyst/Training Coordinator at Nationwide Sales Academy
Industry Insurance
Experience
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

Bruce Stiles, CFP®, ChFC®, AAMS®, CRPC®, CMFC® Bruce Stiles, CFP®, ChFC®, AAMS®, CRPC®, CMFC® Phoenix, Arizona Area Details
Bruce Stiles, CFP®, ChFC®, AAMS®, CRPC®, CMFC®'s Nationwide Retirement Solutions Experience March 2005 - March 2008
Job Staff Planner at KeatsConnelly
Industry Financial Services
Experience
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

Jolene Van Horne Jolene Van Horne Frankfort, Kentucky Details
Jolene Van Horne's Nationwide Retirement Solutions Experience 2000 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
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

Catharina (Ina) Medici Catharina (Ina) Medici Columbus, Ohio Area Details
Catharina (Ina) Medici's Nationwide Retirement Solutions Experience February 2001 - May 2005
Job Project Manager
Industry Information Technology and Services
Experience
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

Keleigh Mullins Keleigh Mullins Columbus, Ohio Area Details
Keleigh Mullins's Nationwide Retirement Solutions Experience June 2011 - November 2011
Job Director, Member Services Operations
Industry Financial Services
Experience
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

Ron Benedick Ron Benedick Columbus, Ohio Area Details
Ron Benedick's Nationwide Retirement Solutions Experience 2005 - April 2011
Job VP for Operations at Trinity Lutheran Seminary
Industry Financial Services
Experience
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

JOHN SLYMAN JOHN SLYMAN Columbus, Ohio Area Details
JOHN SLYMAN's Nationwide Retirement Solutions Experience 1997 - 1999
Job Agency Owner Nationwide Insurance
Industry Insurance
Experience
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

Ernie Robertson Ernie Robertson Columbus, Ohio Area Details
Ernie Robertson's Nationwide Retirement Solutions Experience March 2005 - April 2008
Job Designer at Garden Image Landscape Design and Imaging
Industry Design
Experience
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

Linda Shepard Linda Shepard Columbus, Ohio Area Details
Linda Shepard's Nationwide Retirement Solutions Experience February 2004 - July 2008
Job Owner, Shepard Art Studio
Industry Graphic Design
Experience
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

Heather Drost Heather Drost Dublin, Ohio Details
Heather Drost's Nationwide Retirement Solutions Experience January 2006 - June 2008
Job Business Systems Analyst at Cardinal Health
Industry Hospital & Health Care
Experience
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

Michael Powell, APR Michael Powell, APR Seattle, Washington Details
Michael Powell, APR's Nationwide Retirement Solutions Experience September 2014 - February 2015
Job Internal Relationship Manager at John Hancock
Industry Financial Services
Experience
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

Daina M. Sisk Daina M. Sisk Albany, New York Area Details
Daina M. Sisk's Nationwide Retirement Solutions Experience February 2003 - September 2003
Job Shaker High School Business Teacher/CEIP Coordinator, Administrative Intern, Instructional Technology Specialist
Industry Education Management
Experience
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

Kristen Rodgers Kristen Rodgers Tempe, Arizona Details
Kristen Rodgers's Nationwide Retirement Solutions Experience December 2012 - May 2014
Job Transportation Administration at City of Tempe
Industry Nonprofit Organization Management
Experience
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

John W. Byrne John W. Byrne Columbus, Ohio Area Details
John W. Byrne's Nationwide Retirement Solutions Experience March 1996 - August 2000
Job Vice President, Institutional Retirement Plans at Prudential Retirement
Industry Financial Services
Experience
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

Michael Brandeberry, CFP®, ChFC® Michael Brandeberry, CFP®, ChFC® Kansas City, Missouri Area Details
Michael Brandeberry, CFP®, ChFC®'s Nationwide Retirement Solutions Experience 2000 - 2002
Job CERTIFIED FINANCIAL PLANNER™ at ICMARC
Industry Financial Services
Experience
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

Joe Downs Joe Downs Sarasota, Florida Area Details
Joe Downs's Nationwide Retirement Solutions Experience 1994 - 2000
Job Certified Financial Planner(R) practitioner, Member Board of Directors at Financial Planning Association of the Suncoast
Industry Financial Services
Experience
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

Bina Kumar Bina Kumar Manhasset, New York Details
Bina Kumar's Nationwide Retirement Solutions Experience August 2011 - Present
Job Managing Director
Industry Insurance
Experience
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

Patricia A. Lundberg Patricia A. Lundberg San Francisco Bay Area Details
Patricia A. Lundberg's Nationwide Retirement Solutions Experience November 2014 - Present
Job Retirement Specialist at Nationwide Financial
Industry Financial Services
Experience
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

Amber Peters Amber Peters Greater Milwaukee Area Details
Amber Peters's Nationwide Retirement Solutions Experience January 2012 - Present
Job Retirement Specialist at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

John Kendall, MBA, CMFC, CRC John Kendall, MBA, CMFC, CRC Sacramento, California Area Details
John Kendall, MBA, CMFC, CRC's Nationwide Retirement Solutions Experience August 2011 - Present
Job Managing Director at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Sev Meneshian, CFP® Sev Meneshian, CFP® Greater Chicago Area Details
Sev Meneshian, CFP®'s Nationwide Retirement Solutions Experience January 2001 - January 2005
Job Retirement Planning for Public Sector Baby Boomers | Asset Protection | 457 Plan Implementation
Industry Financial Services
Experience
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

Hannah Malgapo Hannah Malgapo San Diego, California Details
Hannah Malgapo's Nationwide Retirement Solutions Experience October 2013 - Present
Job Retirement Specialist at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Kerry Azbill Kerry Azbill Lexington, Kentucky Area Details
Kerry Azbill's Nationwide Retirement Solutions Experience June 2013 - Present
Job State Deferred Compensation Authority/ A To Z Productions (Small Business)
Industry Financial Services
Experience
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

Kristin Kuchem Kristin Kuchem Greater St. Louis Area Details
Kristin Kuchem's Nationwide Retirement Solutions Experience April 1995 - June 2006
Job Assistant Head of School at The St. Michael School of Clayton
Industry Education Management
Experience
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

Cheri Davison Cheri Davison Columbus, Ohio Area Details
Cheri Davison's Nationwide Retirement Solutions Experience April 2011 - March 2014
Job Marketing Director at Nationwide Financial
Industry Marketing and Advertising
Experience
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

Mark O'Neal, AINS Mark O'Neal, AINS Columbus, Ohio Details
Mark O'Neal, AINS's Nationwide Retirement Solutions Experience January 2009 - May 2010
Job Underwriting Assistant at Motorists Insurance Group
Industry Insurance
Experience
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

Tressie Odom Tressie Odom Houston, Texas Area Details
Tressie Odom's Nationwide Retirement Solutions Experience August 2000 - July 2006
Job Account Consultant Respiratory Medical Device
Industry Medical Devices
Experience
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

Jim Ladlie Jim Ladlie Saint Peters, Missouri Details
Jim Ladlie's Nationwide Retirement Solutions Experience 1998 - 2000
Job Investment Advisor at Retirement Plan Advisors
Industry Financial Services
Experience
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

Michelle R Holt Michelle R Holt Columbus, Ohio Details
Michelle R Holt's Nationwide Retirement Solutions Experience 2003 - 2006
Job Experienced leader that's ready for the next adventure in life!
Industry Program Development
Experience
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

Sidney Tak Sidney Tak Columbus, Ohio Area Details
Sidney Tak's Nationwide Retirement Solutions Experience September 2014 - February 2015
Job The Ohio State University Graduate
Industry Financial Services
Experience
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

Kenneth Bart, MBA Kenneth Bart, MBA Albany, New York Area Details
Kenneth Bart, MBA's Nationwide Retirement Solutions Experience January 2013 - December 2013
Job Retirement Planning Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
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

Jason Herron, AAMS®, CWS® Jason Herron, AAMS®, CWS® Goodyear, Arizona Details
Jason Herron, AAMS®, CWS®'s Nationwide Retirement Solutions Experience July 2013 - Present
Job Retirement Specialist at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

David Sirianni David Sirianni Tallahassee, Florida Area Details
David Sirianni's Nationwide Retirement Solutions Experience February 2008 - September 2010
Job Business Manager at The Proctor Dealerships Honda, Acura and Subaru
Industry Automotive
Experience
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

Jennifer Buckley-Giessler Jennifer Buckley-Giessler Orlando, Florida Area Details
Jennifer Buckley-Giessler's Nationwide Retirement Solutions Experience July 2002 - December 2010
Job Paraprofessional at Orange County Public Schools
Industry Primary/Secondary Education
Experience
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

Craig Berk Craig Berk Greater Chicago Area Details
Craig Berk's Nationwide Retirement Solutions Experience May 2000 - Present
Job Retirement Specialist at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Penny Monahan Penny Monahan Columbus, Ohio Details
Penny Monahan's Nationwide Retirement Solutions Experience October 2000 - July 2007
Job Direct Retirement Sales Specialist
Industry Financial Services
Experience
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

Sage Messia Sage Messia Albany, New York Area Details
Sage Messia's Nationwide Retirement Solutions Experience April 2007 - August 2009
Job School Counselor
Industry Education Management
Experience
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

Stephanie Hoke Stephanie Hoke Columbus, Ohio Area Details
Stephanie Hoke's Nationwide Retirement Solutions Experience April 2000 - June 2001
Job Learning & Performance Consultant
Industry Financial Services
Experience
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

Janie Zeisler Janie Zeisler Columbus, Ohio Area Details
Janie Zeisler's Nationwide Retirement Solutions Experience 1999 - 2001
Job Radiology Support Specialist at Ohio Health
Industry Hospital & Health Care
Experience
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

Carol Barron Carol Barron Phoenix, Arizona Area Details
Carol Barron's Nationwide Retirement Solutions Experience February 2007 - April 2013
Job Retired
Industry Financial Services
Experience
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.)

Anne Marie Nagy Anne Marie Nagy Greater New York City Area Details
Anne Marie Nagy's Nationwide Retirement Solutions Experience January 1998 - March 2000
Job Financial Services Representative at MetLife Solutions Group, an Office of MetLife
Industry Financial Services
Experience
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

Erin Johnson CFP® Erin Johnson CFP® Greater San Diego Area Details
Erin Johnson CFP®'s Nationwide Retirement Solutions Experience January 2008 - Present
Job Personal Retirement Consultant at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Jeff Blakeman Jeff Blakeman Columbus, Ohio Area Details
Jeff Blakeman's Nationwide Retirement Solutions Experience July 2007 - August 2014
Job Operations Director at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Anna Ramos Bernardo, CRC Anna Ramos Bernardo, CRC Greater San Diego Area Details
Anna Ramos Bernardo, CRC's Nationwide Retirement Solutions Experience November 2008 - Present
Job Retirement Specialist at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Brandon Gilbert Brandon Gilbert Columbus, Ohio Area Details
Brandon Gilbert's Nationwide Retirement Solutions Experience February 2000 - July 2005
Job VP GRE Reporting & Analysis at JPMorgan Chase
Industry Banking
Experience
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

Duane Jeffers Duane Jeffers Columbus, Ohio Area Details
Duane Jeffers's Nationwide Retirement Solutions Experience 1991 - 2000
Job Regional Sales Director at One America Retirement Services
Industry Financial Services
Experience
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

Tasha Reinkemeyer Tasha Reinkemeyer Jefferson City, Missouri Details
Tasha Reinkemeyer's Nationwide Retirement Solutions Experience July 2001 - April 2006
Job State of Missouri Plan Manager at ICMARC
Industry Financial Services
Experience
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

James Marran James Marran Phoenix, Arizona Area Details
James Marran's Nationwide Retirement Solutions Experience May 2006 - December 2010
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
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

Erin Finks Erin Finks Columbus, Ohio Area Details
Erin Finks's Nationwide Retirement Solutions Experience May 2005 - Present
Job Financial Service Analyst at Nationwide Retirement Solutions
Industry Financial Services
Experience
Nationwide Retirement Solutions   May 2005 - Present

Education
Ohio University
Bachelor, Communication

Julie Hoover Julie Hoover Columbus, Ohio Area Details
Julie Hoover's Nationwide Retirement Solutions Experience 2000 - 2008
Job Sr. Consultant, Business and Leadership
Industry Financial Services
Experience
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

Jill O'Callaghan Jill O'Callaghan Albany, New York Area Details
Jill O'Callaghan's Nationwide Retirement Solutions Experience 1998 - 2000
Job Relationship Manager at Nationwide Retirement Plans
Industry Consumer Services
Experience
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

Dustin Pope Dustin Pope Tulsa, Oklahoma Area Details
Dustin Pope's Nationwide Retirement Solutions Experience 2010 - Present
Job Retirement Specialist at Nationwide Retirement Solutions
Industry Investment Management
Experience
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

Pat Pate-Sigler Pat Pate-Sigler Scottsdale, Arizona Details
Pat Pate-Sigler's Nationwide Retirement Solutions Experience November 2008 - August 2009
Job Executive Secretary to Regional Vice President Southwestern Operations at Scottsdale Insurance Company
Industry Insurance
Experience
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

Phil Furrow Phil Furrow Columbus, Ohio Area Details
Phil Furrow's Nationwide Retirement Solutions Experience April 2008 - Present
Job Secretary at The Ohio Railway Museum
Industry Financial Services
Experience
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

Myles Burggraf Myles Burggraf Nelsonville, Ohio Details
Myles Burggraf's Nationwide Retirement Solutions Experience February 2000 - January 2007
Job
Industry Banking
Experience
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

Matthew Orr, CFP® Matthew Orr, CFP® Cleveland/Akron, Ohio Area Details
Matthew Orr, CFP®'s Nationwide Retirement Solutions Experience March 2000 - April 2004
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Angie Mathieu Angie Mathieu Columbus, Ohio Area Details
Angie Mathieu's Nationwide Retirement Solutions Experience 1999 - 2007
Job Consultant, IT Project Management at Nationwide Insurance
Industry Financial Services
Experience
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

Brian Mackos Brian Mackos Columbus, Ohio Area Details
Brian Mackos's Nationwide Retirement Solutions Experience March 2011 - Present
Job Retirement Plan Specialist at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Heather Troutman Heather Troutman Phoenix, Arizona Area Details
Heather Troutman's Nationwide Retirement Solutions Experience April 2006 - March 2008
Job Residential Income Properties Call me at 4802625919
Industry Real Estate
Experience
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

Allen Chaney Allen Chaney Columbus, Ohio Area Details
Allen Chaney's Nationwide Retirement Solutions Experience July 2005 - December 2007
Job Accounting Specialist at Nationwide Insurance
Industry Accounting
Experience
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

Kimberly Wilder, AIF Kimberly Wilder, AIF Austin, Texas Area Details
Kimberly Wilder, AIF's Nationwide Retirement Solutions Experience July 2004 - January 2010
Job AIG/VALIC Investment Advisor
Industry Investment Management
Experience
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

Craig Rutledge Craig Rutledge Columbus, Ohio Area Details
Craig Rutledge's Nationwide Retirement Solutions Experience November 2002 - October 2005
Job Market Operations Analyst at American Electric Power
Industry Financial Services
Experience
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

Rob Martin CFP®, ChFC, AFC Rob Martin CFP®, ChFC, AFC Columbia, South Carolina Area Details
Rob Martin CFP®, ChFC, AFC's Nationwide Retirement Solutions Experience November 2006 - October 2011
Job Personal Financial Counselor at Zeiders Enterprises, Inc.
Industry Financial Services
Experience
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

Christopher Penfield Christopher Penfield Columbus, Ohio Area Details
Christopher Penfield's Nationwide Retirement Solutions Experience December 2005 - Present
Job Financial Services Analyst at Nationwide Retirement Solutions
Industry Financial Services
Experience
Nationwide Retirement Solutions   December 2005 - Present
Chase Home Finance  October 2000 - February 2005

Education
The Ohio State University

Arvella Collins Arvella Collins Washington D.C. Metro Area Details
Arvella Collins's Nationwide Retirement Solutions Experience April 2008 - February 2011
Job Legal Administration Specialist at OPM
Industry Government Administration
Experience
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

Emanuel Mahand Emanuel Mahand Greater Philadelphia Area Details
Emanuel Mahand's Nationwide Retirement Solutions Experience January 2002 - Present
Job Retirement Plans Director
Industry Financial Services
Experience
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

Mark F. Jones CRC Mark F. Jones CRC Wilbraham, Massachusetts Details
Mark F. Jones CRC's Nationwide Retirement Solutions Experience November 1987 - February 2009
Job VP Sales at MFJ Consultants
Industry Financial Services
Experience
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

Deborah Gold, CRC Deborah Gold, CRC Albany, New York Area Details
Deborah Gold, CRC's Nationwide Retirement Solutions Experience February 2003 - Present
Job Senior Retirement Specialist at Nationwide Retirement Solutions
Industry Investment Management
Experience
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

Gene Nescot Gene Nescot Albany, New York Area Details
Gene Nescot's Nationwide Retirement Solutions Experience April 2003 - Present
Job Retirement Specialist at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Theresa Reed Theresa Reed Columbus, Ohio Area Details
Theresa Reed's Nationwide Retirement Solutions Experience February 2006 - August 2011
Job Account Executive at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Rene' Deniston Rene' Deniston Columbus, Ohio Area Details
Rene' Deniston's Nationwide Retirement Solutions Experience April 2007 - June 2011
Job Nationwide Financial Sr. Analyst Brkr/Dlr Rep Services
Industry Consumer Services
Experience
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

Eric Vennon Eric Vennon Columbus, Ohio Area Details
Eric Vennon's Nationwide Retirement Solutions Experience August 2010 - June 2011
Job NF Operations Supervisor at Nationwide Financial
Industry Financial Services
Experience
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

Kurt Ritter Kurt Ritter Phoenix, Arizona Area Details
Kurt Ritter's Nationwide Retirement Solutions Experience 2000 - 2003
Job Regional Director Business Development Strategic Sales with TIAACREF
Industry Financial Services
Experience
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

R Tod Christofferson R Tod Christofferson San Francisco Bay Area Details
R Tod Christofferson's Nationwide Retirement Solutions Experience May 2002 - June 2010
Job Financial Services Professional
Industry Financial Services
Experience
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

Starretta Allen Starretta Allen Columbus, Ohio Area Details
Starretta Allen's Nationwide Retirement Solutions Experience November 2011 - February 2012
Job Executive Office Professional
Industry Executive Office
Experience
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

Christian Henderson Christian Henderson Westerville, Ohio Details
Christian Henderson's Nationwide Retirement Solutions Experience March 2003 - May 2013
Job Retirement Advisor at JP Morgan
Industry Financial Services
Experience
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

Seth Kleinpaste Seth Kleinpaste Columbus, Ohio Details
Seth Kleinpaste's Nationwide Retirement Solutions Experience June 2013 - Present
Job Financial Services Technician at Nationwide Retirement Solutions
Industry Financial Services
Experience
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.)

Casey Fauss-Johnson Casey Fauss-Johnson Reynoldsburg, Ohio Details
Casey Fauss-Johnson's Nationwide Retirement Solutions Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Joshua Poe Joshua Poe Los Angeles, California Details
Joshua Poe's Nationwide Retirement Solutions Experience January 2012 - July 2012
Job Operations Manager/Online Content Editor at Ludovico Inc./Firebrand
Industry Internet
Experience
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

Drew Shoaf Drew Shoaf Hilliard, Ohio Details
Drew Shoaf's Nationwide Retirement Solutions Experience 2003 - October 2013
Job Product Director, Case Management/Deal Strategy at Nationwide Retirement Solutions
Industry Financial Services
Experience
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

Nathan Cable Nathan Cable Galloway, Ohio Details
Nathan Cable's Nationwide Retirement Solutions Experience January 2000 - August 2006
Job Shift Supervisor at CVS
Industry Retail
Experience
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