North American Company for Life and Health
Industry: Insurance company
DescriptionFounded: 1886 Parent organization: Sammons Financial Group Inc Subsidiary: North American Company for Life and Health Insurance, Asset Management Arm
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North American Company for Life and Health Employees
Employee
Years
Job
Industry
Pamela Russo Pamela Russo's North American Company for Life and Health Experience June 1990 - November 2004
Job Operations Manager at T J Russo Consultants, Inc.
Industry Security and Investigations
Experience
T J Russo Consultants, Inc. September 2005 - Present
North American Company for Life and Health June 1990 - November 2004
Independent Financial Marketing Group August 2001 - June 2003
Skills
Team Building, Private Investigations, Investigation, Analysis, Insurance, Subrogation, Fire Management
Education
Adelphi University 1990 — 1994
Ithaca College 1987 — 1989
T J Russo Consultants, Inc. September 2005 - Present
North American Company for Life and Health June 1990 - November 2004
Independent Financial Marketing Group August 2001 - June 2003
Skills
Team Building, Private Investigations, Investigation, Analysis, Insurance, Subrogation, Fire Management
Education
Adelphi University 1990 — 1994
Ithaca College 1987 — 1989
Ed Hughes Ed Hughes's North American Company for Life and Health Experience March 2006 - February 2009
Job Senior Vice President, Chief Sales & Marketing Offficer at Mutual Trust Financial Group
Industry Insurance
Experience
Mutual Trust Financial Group February 2009 - Present
North American Company for Life and Health March 2006 - February 2009
The Baltimore Life Insurance Company January 1998 - January 2006
The Canada Life Assurance Company January 1983 - December 1998
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Health Insurance, Retirement, Term Life Insurance, Long-term Care, Retirement Planning, Strategic Financial..., Whole Life, Brokers, Employee Benefits, Underwriting, Investments, Wealth Management, Financial Planning
Education
University of South Carolina-Columbia
Bachelor of Science (B.S.), Finance
Mutual Trust Financial Group February 2009 - Present
North American Company for Life and Health March 2006 - February 2009
The Baltimore Life Insurance Company January 1998 - January 2006
The Canada Life Assurance Company January 1983 - December 1998
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Health Insurance, Retirement, Term Life Insurance, Long-term Care, Retirement Planning, Strategic Financial..., Whole Life, Brokers, Employee Benefits, Underwriting, Investments, Wealth Management, Financial Planning
Education
University of South Carolina-Columbia
Bachelor of Science (B.S.), Finance
Jeremy Bickler Jeremy Bickler's North American Company for Life and Health Experience March 2007 - July 2009
Job Regional VP, Life Distribution Central Region at Allianz Life
Industry Financial Services
Experience
Allianz February 2012 - Present
Sunderland Group July 2009 - February 2012
North American Company for Life and Health March 2007 - July 2009
Skills
Insurance, Life Insurance, Retirement Planning, Sales, Sales Management, Investments, Retirement, Term Life Insurance, Health Insurance, Fixed Annuities, IRAs, Long-term Care, Disability Insurance, Financial Planning, 401k
Education
Minot State University 1992 — 1996
Allianz February 2012 - Present
Sunderland Group July 2009 - February 2012
North American Company for Life and Health March 2007 - July 2009
Skills
Insurance, Life Insurance, Retirement Planning, Sales, Sales Management, Investments, Retirement, Term Life Insurance, Health Insurance, Fixed Annuities, IRAs, Long-term Care, Disability Insurance, Financial Planning, 401k
Education
Minot State University 1992 — 1996
Colleen Kersting Colleen Kersting's North American Company for Life and Health Experience October 1988 - June 1998
Job eMarketing Manager
Industry Marketing and Advertising
Experience
Harley-Davidson Motor Company January 2008 - Present
Harley-Davidson February 2007 - December 2007
Discover Financial Services 2000 - 2007
Andrew Corporation March 1998 - June 1999
North American Company for Life and Health October 1988 - June 1998
Skills
Web Analytics, E-commerce, Product Development, Integrated Marketing, Project Management, Social Media, Advertising, Strategic Planning, Email Marketing, Product Management, Interactive Marketing, Marketing Strategy, Process Improvement, Marketing, Online Marketing, Digital Marketing, Leadership, Public Relations, Web Marketing
Education
Marquette University
University of St. Francis
Harley-Davidson Motor Company January 2008 - Present
Harley-Davidson February 2007 - December 2007
Discover Financial Services 2000 - 2007
Andrew Corporation March 1998 - June 1999
North American Company for Life and Health October 1988 - June 1998
Skills
Web Analytics, E-commerce, Product Development, Integrated Marketing, Project Management, Social Media, Advertising, Strategic Planning, Email Marketing, Product Management, Interactive Marketing, Marketing Strategy, Process Improvement, Marketing, Online Marketing, Digital Marketing, Leadership, Public Relations, Web Marketing
Education
Marquette University
University of St. Francis
Lynn Crompton Lynn Crompton's North American Company for Life and Health Experience 1991 - 1993
Job Underwriter Consultant at Crump Life Insurance Services
Industry Insurance
Experience
Aviva Life Insurance Company March 2011 - Present
The Producer's Group February 2006 - January 2011
Marsh & McLennan Companies, Inc. (prev. Second Opinion) February 1993 - December 2006
North American Company for Life and Health 1991 - 1993
Executive Life Insurance February 1983 - 1991
Skills
Underwriting, Financial Risk, Reinsurance, Brokers, Claim, Analysis, Life Insurance, Insurance, Term Life Insurance, General Insurance, Disability Insurance, Long Term Care Insurance, Finance, Health Insurance, Universal Life, Long-term Care, Retirement, Liability, Critical Illness, Claims Management, Whole Life, Property & Casualty..., Commercial Insurance, Insurance Brokerage, Medical Underwriting, Risk Management
Education
Moorpark College 1979 — 1980
Royal High School 1975 — 1978
Aviva Life Insurance Company March 2011 - Present
The Producer's Group February 2006 - January 2011
Marsh & McLennan Companies, Inc. (prev. Second Opinion) February 1993 - December 2006
North American Company for Life and Health 1991 - 1993
Executive Life Insurance February 1983 - 1991
Skills
Underwriting, Financial Risk, Reinsurance, Brokers, Claim, Analysis, Life Insurance, Insurance, Term Life Insurance, General Insurance, Disability Insurance, Long Term Care Insurance, Finance, Health Insurance, Universal Life, Long-term Care, Retirement, Liability, Critical Illness, Claims Management, Whole Life, Property & Casualty..., Commercial Insurance, Insurance Brokerage, Medical Underwriting, Risk Management
Education
Moorpark College 1979 — 1980
Royal High School 1975 — 1978
Alan Rotter's North American Company for Life and Health Experience September 2002 - Present
Job Actuarial Associate at North American Company for Life and Health
Industry Insurance
Experience
North American Company for Life and Health September 2002 - Present
CNA Insurance July 1981 - September 2001
Skills
Actuarial Science, ALM, Reinsurance, Life Insurance, Fixed Annuities, Experience Studies, Data Analysis, Microsoft Excel, Access, Microsoft SQL Server, SAS, Financial Reporting, Actuarial Exams, Actuaries, Embedded Value, Research, Statistical Modeling, Insurance, Prophet, Actuarial Consulting, Economic Capital, MCEV
Education
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science (BS), Mathematics
North American Company for Life and Health September 2002 - Present
CNA Insurance July 1981 - September 2001
Skills
Actuarial Science, ALM, Reinsurance, Life Insurance, Fixed Annuities, Experience Studies, Data Analysis, Microsoft Excel, Access, Microsoft SQL Server, SAS, Financial Reporting, Actuarial Exams, Actuaries, Embedded Value, Research, Statistical Modeling, Insurance, Prophet, Actuarial Consulting, Economic Capital, MCEV
Education
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science (BS), Mathematics
Ginger Wasylik Ginger Wasylik's North American Company for Life and Health Experience April 2001 - October 2003
Job Sales Management | Sales Training | Leadership Development
Industry Professional Training & Coaching
Experience
A Place for Mom May 2015 - Present
Russell Investments September 2010 - February 2015
Denver Investment Advisors August 2008 - September 2010
TIAA-CREF October 2007 - August 2008
TIAA-CREF March 2005 - October 2007
The Leaders Group January 2004 - March 2005
North American Company for Life and Health April 2001 - October 2003
Midland Life Insurance Company 1998 - 2000
Skills
Sales Management, Coaching, Training, Leadership Development, Investments, Mutual Funds, Financial Services, Series 7, Series 24, Securities, Financial Advisory, Series 66, Strategy
Education
Gonzaga University 2014 — 2016
Master's Degree, M.A., Masters of Organizational Leadership
Bowling Green State University
BSBA, Bachelor of Science in Business Administration
A Place for Mom May 2015 - Present
Russell Investments September 2010 - February 2015
Denver Investment Advisors August 2008 - September 2010
TIAA-CREF October 2007 - August 2008
TIAA-CREF March 2005 - October 2007
The Leaders Group January 2004 - March 2005
North American Company for Life and Health April 2001 - October 2003
Midland Life Insurance Company 1998 - 2000
Skills
Sales Management, Coaching, Training, Leadership Development, Investments, Mutual Funds, Financial Services, Series 7, Series 24, Securities, Financial Advisory, Series 66, Strategy
Education
Gonzaga University 2014 — 2016
Master's Degree, M.A., Masters of Organizational Leadership
Bowling Green State University
BSBA, Bachelor of Science in Business Administration
Julie McCausland Julie McCausland's North American Company for Life and Health Experience December 2003 - 2007
Job Insurance Professional
Industry Insurance
Experience
North American Company for Life and Health December 2003 - 2007
William T O'Donnell Associates, Inc member Highland Capital March 2002 - December 2003
Benefits Brokerage Agency, Inc 1999 - 2001
U.S. Financial Life Insurance Company, owned by Axa 1997 - 1999
Robert Half International, OfficeTeam Division 1995 - 1999
Education
University of Cincinnati 1995 — 1999
BBA, Marketing and Accounting
North American Company for Life and Health December 2003 - 2007
William T O'Donnell Associates, Inc member Highland Capital March 2002 - December 2003
Benefits Brokerage Agency, Inc 1999 - 2001
U.S. Financial Life Insurance Company, owned by Axa 1997 - 1999
Robert Half International, OfficeTeam Division 1995 - 1999
Education
University of Cincinnati 1995 — 1999
BBA, Marketing and Accounting
John Keeve, MBA, BS John Keeve, MBA, BS's North American Company for Life and Health Experience March 2012 - Present
Job Senior Project Manager at North American Company for Life and Health
Industry Information Technology and Services
Experience
North American Company for Life and Health March 2012 - Present
Zebra Technologies 2011 - March 2012
Interactive Business Systems October 2010 - July 2011
BP June 2006 - December 2009
Evanston Group 2005 - 2006
JUDGE TECHNICAL GROUP 2004 - 2004
INNOVATIVE SYSTEMS GROUP 2002 - 2003
Sogetti 1999 - 2001
KEANE CONSULTING 1996 - 1999
RYERSON TULL 1991 - 1996
Skills
Requirements Analysis, Quality Assurance, Project Implementation, PMO, Testing, Program Management, Visio, Business Analysis, Vendor Management, Change Management, Customer Relations, MS Project, Process Improvement, Budgeting, Team Building, Application Development, Integration, SDLC, Software Project..., Documentation, Contract Negotiation, Strategic Planning, Problem Solving, Access, Project Planning, Negotiation, Team Leadership, Business Process..., Mentoring, Microsoft Office, Management Consulting, Planning, Call Center, Excel, Analysis, PowerPoint, Coaching, Process Development, Cross-functional Team..., Word, Process Engineering, Microsoft Excel, Budgets, Risk Management, Customer Service, PMP, Project Management
Education
Lyons Township High School 1968 — 1972
College Prep
DePaul University
MBA, Finance
Kent State University
BS, Computer Science & Mgt Science
North American Company for Life and Health March 2012 - Present
Zebra Technologies 2011 - March 2012
Interactive Business Systems October 2010 - July 2011
BP June 2006 - December 2009
Evanston Group 2005 - 2006
JUDGE TECHNICAL GROUP 2004 - 2004
INNOVATIVE SYSTEMS GROUP 2002 - 2003
Sogetti 1999 - 2001
KEANE CONSULTING 1996 - 1999
RYERSON TULL 1991 - 1996
Skills
Requirements Analysis, Quality Assurance, Project Implementation, PMO, Testing, Program Management, Visio, Business Analysis, Vendor Management, Change Management, Customer Relations, MS Project, Process Improvement, Budgeting, Team Building, Application Development, Integration, SDLC, Software Project..., Documentation, Contract Negotiation, Strategic Planning, Problem Solving, Access, Project Planning, Negotiation, Team Leadership, Business Process..., Mentoring, Microsoft Office, Management Consulting, Planning, Call Center, Excel, Analysis, PowerPoint, Coaching, Process Development, Cross-functional Team..., Word, Process Engineering, Microsoft Excel, Budgets, Risk Management, Customer Service, PMP, Project Management
Education
Lyons Township High School 1968 — 1972
College Prep
DePaul University
MBA, Finance
Kent State University
BS, Computer Science & Mgt Science
Chris Korfe Chris Korfe's North American Company for Life and Health Experience February 2013 - Present
Job Helping Independent Agencies Grow Business with Marketing and Training
Industry Insurance
Experience
North American Company for Life and Health February 2013 - Present
Sunderland Group December 2004 - January 2013
Bennigan’s September 2000 - December 2004
Enterprise Rent-A-Car July 1998 - August 1999
Skills
Sales, Sales Management, Marketing, Leadership, Insurance, Training, Management, Recruiting, Life Insurance, Fixed Annuities, Health Insurance, Coaching, Budgets, New Business Development, Commercial Insurance, Indexed Universal Life, Direct Sales, Retirement
Education
North Dakota State University 1991 — 1998
BS, Animal and Range Science
North American Company for Life and Health February 2013 - Present
Sunderland Group December 2004 - January 2013
Bennigan’s September 2000 - December 2004
Enterprise Rent-A-Car July 1998 - August 1999
Skills
Sales, Sales Management, Marketing, Leadership, Insurance, Training, Management, Recruiting, Life Insurance, Fixed Annuities, Health Insurance, Coaching, Budgets, New Business Development, Commercial Insurance, Indexed Universal Life, Direct Sales, Retirement
Education
North Dakota State University 1991 — 1998
BS, Animal and Range Science
Sherri Jennings, FALU, FLMI, ACS's North American Company for Life and Health Experience September 2013 - Present
Job Sr. Underwriter North American Company for Life and Health
Industry Insurance
Experience
North American Company for Life and Health September 2013 - Present
MetLife March 2010 - September 2013
IBU, Inc. July 2005 - February 2010
State Farm February 2000 - June 2005
State Farm March 2000 - May 2001
Skills
Financial Risk, Insurance, Long-term Care, Health Insurance, Employee Benefits, Healthcare, Disability Insurance, Life Insurance, Customer Service, Process Improvement, SDLC, Fixed Annuities, Property & Casualty..., Coaching, Microsoft Excel, Claims Management, Term Life Insurance, Strategic Planning, Public Speaking, Leadership
Education
Louisiana Tech University
Bachelor of Science (B.S.), Dietetics/Dietitian
North American Company for Life and Health September 2013 - Present
MetLife March 2010 - September 2013
IBU, Inc. July 2005 - February 2010
State Farm February 2000 - June 2005
State Farm March 2000 - May 2001
Skills
Financial Risk, Insurance, Long-term Care, Health Insurance, Employee Benefits, Healthcare, Disability Insurance, Life Insurance, Customer Service, Process Improvement, SDLC, Fixed Annuities, Property & Casualty..., Coaching, Microsoft Excel, Claims Management, Term Life Insurance, Strategic Planning, Public Speaking, Leadership
Education
Louisiana Tech University
Bachelor of Science (B.S.), Dietetics/Dietitian
Stephanie Foskitt Stephanie Foskitt's North American Company for Life and Health Experience August 1995 - May 1998
Job FullStack Software Engineer
Industry Computer Software
Experience
MakerSquare June 2015 - Present
National Western Life October 2013 - March 2015
National Western Life January 2001 - October 2013
Financial Industries Corporation August 1998 - August 1999
North American Company for Life and Health August 1995 - May 1998
Skills
JavaScript, HTML, Node.js, CSS, AngularJS, Backbone.js, MySQL, MongoDB, C#, Git, JavaScriptMVC, Github, SQL, C++, MVC, Agile Methodologies, Leadership, Microsoft SQL Server, Visual Studio, ActiveBatch, SharePoint, Data Analysis, Process Improvement, Analysis, Microsoft Excel, Fixed Annuities, Insurance, Life Insurance, Customer Service, Microsoft Office, Account Management, VBScript, Object Oriented Design, jQuery
Education
MakerSquare 2015 — 2015
Software Engineering
Texas State University 2011 — 2016
Bachelor of Science Candidate, Computer Science
Austin Community College
Computer and Information Sciences, General
U.S. Army Signal Corps
74B Information Systems Operator/Maintainer, Honors
MakerSquare June 2015 - Present
National Western Life October 2013 - March 2015
National Western Life January 2001 - October 2013
Financial Industries Corporation August 1998 - August 1999
North American Company for Life and Health August 1995 - May 1998
Skills
JavaScript, HTML, Node.js, CSS, AngularJS, Backbone.js, MySQL, MongoDB, C#, Git, JavaScriptMVC, Github, SQL, C++, MVC, Agile Methodologies, Leadership, Microsoft SQL Server, Visual Studio, ActiveBatch, SharePoint, Data Analysis, Process Improvement, Analysis, Microsoft Excel, Fixed Annuities, Insurance, Life Insurance, Customer Service, Microsoft Office, Account Management, VBScript, Object Oriented Design, jQuery
Education
MakerSquare 2015 — 2015
Software Engineering
Texas State University 2011 — 2016
Bachelor of Science Candidate, Computer Science
Austin Community College
Computer and Information Sciences, General
U.S. Army Signal Corps
74B Information Systems Operator/Maintainer, Honors
Pete Chrisos Pete Chrisos's North American Company for Life and Health Experience 1979 - 1998
Job Vice President, National Accounts at Protective Life
Industry Insurance
Experience
Protective Life Insurance Co. July 2006 - Present
JP Morgan Chase 2004 - 2006
North American Company for Life and Health 1979 - 1998
Skills
Term Life Insurance, Universal Life, Building Relationships, Fixed Annuities, Insurance, Life Insurance, Underwriting, Health Insurance, Retirement, Series 6, Series 63, Strategic Planning, Financial Services, New Business Development, Sales, Whole Life, Sales Management, Account Management, Marketing, Process Improvement, Financial Analysis
Education
Triton-College 1977 — 1979
Associates, Accounting
Protective Life Insurance Co. July 2006 - Present
JP Morgan Chase 2004 - 2006
North American Company for Life and Health 1979 - 1998
Skills
Term Life Insurance, Universal Life, Building Relationships, Fixed Annuities, Insurance, Life Insurance, Underwriting, Health Insurance, Retirement, Series 6, Series 63, Strategic Planning, Financial Services, New Business Development, Sales, Whole Life, Sales Management, Account Management, Marketing, Process Improvement, Financial Analysis
Education
Triton-College 1977 — 1979
Associates, Accounting
Jennifer Youngs's North American Company for Life and Health Experience August 1998 - July 2003
Job Director Of Sales and Administration at Insurance Central
Industry Insurance
Experience
Insurance Central August 2004 - Present
Pacific Life August 2003 - August 2004
North American Company for Life and Health August 1998 - July 2003
Skills
Insurance, Sales Management, Sales, Account Management, Business Analysis, Business Development, Customer Service, Direct Sales, Executive Management, Fixed Annuities, Life Insurance, Marketing, New Business Development, Operations Management, Process Improvement, Risk Management, Strategic Planning, Team Building, Training
Education
College of the Canyons
Insurance Central August 2004 - Present
Pacific Life August 2003 - August 2004
North American Company for Life and Health August 1998 - July 2003
Skills
Insurance, Sales Management, Sales, Account Management, Business Analysis, Business Development, Customer Service, Direct Sales, Executive Management, Fixed Annuities, Life Insurance, Marketing, New Business Development, Operations Management, Process Improvement, Risk Management, Strategic Planning, Team Building, Training
Education
College of the Canyons
Dan Liston's North American Company for Life and Health Experience February 2011 - Present
Job Senior Financial Analyst at North American Company for Life and Health
Industry Insurance
Experience
North American Company for Life and Health February 2011 - Present
Career Education Corporation October 2009 - February 2011
PricewaterhouseCoopers September 2006 - March 2009
Skills
Financial Reporting, Internal Controls, Financial Analysis, Auditing, US GAAP, CPA, External Audit, Financial Statements, Financial Modeling, Finance
Education
Marquette University 2001 — 2005
Bachelor of Science Business Administration, Accounting/Finance
North American Company for Life and Health February 2011 - Present
Career Education Corporation October 2009 - February 2011
PricewaterhouseCoopers September 2006 - March 2009
Skills
Financial Reporting, Internal Controls, Financial Analysis, Auditing, US GAAP, CPA, External Audit, Financial Statements, Financial Modeling, Finance
Education
Marquette University 2001 — 2005
Bachelor of Science Business Administration, Accounting/Finance
Chad Holtz's North American Company for Life and Health Experience 1998 - 2001
Job Vice President, Credit Strategy National Underwriting and Production Risk Management at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo Home Mortgage January 2011 - March 2014
Wells Fargo Home Mortgage April 2006 - January 2011
Wells Fargo Home Mortgage October 2001 - April 2006
ChoicePoint Commercial Specialists 2001 - 2001
North American Company for Life and Health 1998 - 2001
Principal Financial Group 1995 - 1998
Skills
Mortgage Lending, Loans, Credit, Loan Origination, Banking, Mortgage Banking, Risk Management, Credit Analysis, Team Building, Leadership, Vendor Management, Underwriting, Management, Relationship Management, Financial Services, Portfolio Management, Credit Risk, Financial Risk, Consumer Lending, Executive Management
Education
University of Northern Iowa 1991 — 1995
BS, Management
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo Home Mortgage January 2011 - March 2014
Wells Fargo Home Mortgage April 2006 - January 2011
Wells Fargo Home Mortgage October 2001 - April 2006
ChoicePoint Commercial Specialists 2001 - 2001
North American Company for Life and Health 1998 - 2001
Principal Financial Group 1995 - 1998
Skills
Mortgage Lending, Loans, Credit, Loan Origination, Banking, Mortgage Banking, Risk Management, Credit Analysis, Team Building, Leadership, Vendor Management, Underwriting, Management, Relationship Management, Financial Services, Portfolio Management, Credit Risk, Financial Risk, Consumer Lending, Executive Management
Education
University of Northern Iowa 1991 — 1995
BS, Management
Elaina Linnik's North American Company for Life and Health Experience February 2002 - May 2005
Job Finance Manager at Walgreens
Industry Packaging and Containers
Experience
Walgreens August 2012 - Present
Walgreens March 2011 - August 2012
Elkay Manufacturing September 2009 - December 2010
Uline September 2006 - September 2009
Grant Thornton LLP May 2005 - August 2006
North American Company for Life and Health February 2002 - May 2005
Skills
Forecasting, Finance, Accounting, Internal Controls, Financial Analysis, Strategic Financial..., Microsoft Excel, Financial Reporting, Process Improvement, Budgets, Variance Analysis, Financial Modeling, Hyperion Enterprise, SAP, Pricing, Cash Flow, Auditing, Managerial Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
MBA, Entrepreneurship
DePaul University 1998 — 2002
BA, Finance and Accounting
Walgreens August 2012 - Present
Walgreens March 2011 - August 2012
Elkay Manufacturing September 2009 - December 2010
Uline September 2006 - September 2009
Grant Thornton LLP May 2005 - August 2006
North American Company for Life and Health February 2002 - May 2005
Skills
Forecasting, Finance, Accounting, Internal Controls, Financial Analysis, Strategic Financial..., Microsoft Excel, Financial Reporting, Process Improvement, Budgets, Variance Analysis, Financial Modeling, Hyperion Enterprise, SAP, Pricing, Cash Flow, Auditing, Managerial Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
MBA, Entrepreneurship
DePaul University 1998 — 2002
BA, Finance and Accounting
Julia Roper's North American Company for Life and Health Experience September 1997 - January 2006
Job Chief Operating Officer at AccuQuote
Industry Insurance
Experience
AccuQuote May 2011 - Present
Heritage Union October 2006 - January 2011
NORTH AMERICAN COMPANY FOR LIFE AND HEALTH September 1997 - January 2006
CNA INSURANCE COMPANIES January 1981 - January 1997
Skills
Insurance, Business Development, Turn Around Management, Start-ups, Process Improvement, Mergers & Acquisitions, CRM, Marketing, Business Analysis, Leadership, New Business Development, Life Insurance, Training, Vendor Management, Strategic Planning, Risk Management, Management, Health Insurance, Strategy, Sales
Education
Loyola University Chicago 1999 — 2001
MBA
CLU and ChFC, American College
DePaul University
BA
LLIF, Wharton School of Business and LIMRA International
AccuQuote May 2011 - Present
Heritage Union October 2006 - January 2011
NORTH AMERICAN COMPANY FOR LIFE AND HEALTH September 1997 - January 2006
CNA INSURANCE COMPANIES January 1981 - January 1997
Skills
Insurance, Business Development, Turn Around Management, Start-ups, Process Improvement, Mergers & Acquisitions, CRM, Marketing, Business Analysis, Leadership, New Business Development, Life Insurance, Training, Vendor Management, Strategic Planning, Risk Management, Management, Health Insurance, Strategy, Sales
Education
Loyola University Chicago 1999 — 2001
MBA
CLU and ChFC, American College
DePaul University
BA
LLIF, Wharton School of Business and LIMRA International
Doug Northup's North American Company for Life and Health Experience July 2013 - Present
Job Lead, Sales Reporting & Technology, North American Company for Life and Health
Industry Insurance
Experience
North American Company for Life and Health July 2013 - Present
North American Company for Life and Health July 2004 - July 2013
North American Company for Life and Health January 2003 - June 2004
North American Company for Life and Health August 2000 - December 2003
Skills
Insurance, Data Analysis, Data Mining, Advertising, Disability Insurance, Strategic Planning, Microsoft Excel, Business Analysis, Customer Service, Marketing, Sales, Account Management, Leadership, Life Insurance, Project Management, Team Building, Term Life Insurance
Education
The Ohio State University 1989 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Elida Senior High School 1985 — 1989
College Prep
North American Company for Life and Health July 2013 - Present
North American Company for Life and Health July 2004 - July 2013
North American Company for Life and Health January 2003 - June 2004
North American Company for Life and Health August 2000 - December 2003
Skills
Insurance, Data Analysis, Data Mining, Advertising, Disability Insurance, Strategic Planning, Microsoft Excel, Business Analysis, Customer Service, Marketing, Sales, Account Management, Leadership, Life Insurance, Project Management, Team Building, Term Life Insurance
Education
The Ohio State University 1989 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Elida Senior High School 1985 — 1989
College Prep
Robert Pape's North American Company for Life and Health Experience 2001 - 2004
Job Project Manager, Product Management at Prudential
Industry Financial Services
Experience
Citibank June 2009 - March 2011
Smith Barney April 2004 - May 2009
North American Company for Life and Health 2001 - 2004
Prudential Financial 1986 - 2001
Chase 1998 - 1999
Skills
Asset Management, Banking, Business Strategy, Capital Markets, Change Management, Customer Service, Due Diligence, Equities, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, Insurance, Investments, Leadership, Life Insurance, Loans, Mutual Funds, New Business Development, Portfolio Management, Process Improvement, Project Management, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Securities, Series 24, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Team Building, Team Leadership, Vendor Management, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
MBA, Business
Rutgers University-New Brunswick 1979 — 1983
BA, Psychology
Citibank June 2009 - March 2011
Smith Barney April 2004 - May 2009
North American Company for Life and Health 2001 - 2004
Prudential Financial 1986 - 2001
Chase 1998 - 1999
Skills
Asset Management, Banking, Business Strategy, Capital Markets, Change Management, Customer Service, Due Diligence, Equities, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, Insurance, Investments, Leadership, Life Insurance, Loans, Mutual Funds, New Business Development, Portfolio Management, Process Improvement, Project Management, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Securities, Series 24, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Team Building, Team Leadership, Vendor Management, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
MBA, Business
Rutgers University-New Brunswick 1979 — 1983
BA, Psychology
George Leslie, CLU, ChFC, LTCP's North American Company for Life and Health Experience 1996 - 1997
Job Brokerage Director at Brendanwood Financial, LLC
Industry Insurance
Experience
Brendanwood Financial, LLC November 2011 - Present
Leslie Insurance and Financial Services January 2005 - Present
Guardian Life Insurance March 2009 - October 2010
North American Company for Life and Health 1996 - 1997
Skills
Insurance, Employee Benefits, Retirement, Securities, Retirement Planning, Disability Insurance, Whole Life, Long Term Care, Fixed Annuities, Annuities, Universal Life, Term Life Insurance, Estate Planning, Financial Planning, Insurance Planning, Health Insurance, Annuity, 401k, Group Benefits, Medicare Supplements, Dental, Deferred Compensation, Succession Planning, Brokers, Business Planning, Long-term Care Insurance, Long-term Care, Pensions, Long Term Care Insurance, Life Insurance, Financial Services, Small Business, Series 6, IRAs
Education
Long Island University, C.W. Post Campus 1974 — 1975
Master of Science (MS), Guidance and Counseling
Indiana University Bloomington 1969 — 1973
BS, Education
Warsaw Community H.S.
Warsaw Community H.S.
Brendanwood Financial, LLC November 2011 - Present
Leslie Insurance and Financial Services January 2005 - Present
Guardian Life Insurance March 2009 - October 2010
North American Company for Life and Health 1996 - 1997
Skills
Insurance, Employee Benefits, Retirement, Securities, Retirement Planning, Disability Insurance, Whole Life, Long Term Care, Fixed Annuities, Annuities, Universal Life, Term Life Insurance, Estate Planning, Financial Planning, Insurance Planning, Health Insurance, Annuity, 401k, Group Benefits, Medicare Supplements, Dental, Deferred Compensation, Succession Planning, Brokers, Business Planning, Long-term Care Insurance, Long-term Care, Pensions, Long Term Care Insurance, Life Insurance, Financial Services, Small Business, Series 6, IRAs
Education
Long Island University, C.W. Post Campus 1974 — 1975
Master of Science (MS), Guidance and Counseling
Indiana University Bloomington 1969 — 1973
BS, Education
Warsaw Community H.S.
Warsaw Community H.S.
James Edmisten's North American Company for Life and Health Experience 1998 - 2003
Job Senior Case Manager/Underwriter at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage August 2003 - Present
North American Company for Life and Health 1998 - 2003
Skills
Underwriting, Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Long-term Care, Universal Life, Long Term Care Insurance, Risk Management
Education
California State University-Northridge 1984 — 1987
BA, History
Highland Capital Brokerage August 2003 - Present
North American Company for Life and Health 1998 - 2003
Skills
Underwriting, Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Long-term Care, Universal Life, Long Term Care Insurance, Risk Management
Education
California State University-Northridge 1984 — 1987
BA, History
Jeffrey Kulpins's North American Company for Life and Health Experience September 1981 - June 1986
Job Senior Systems Software Engineer (CICS)
Industry Insurance
Experience
IBM Global Technology Services September 2010 - Present
CNA Insurance January 1999 - August 2010
Navistar June 1998 - January 1999
SaCor Systems, Inc May 1988 - June 1998
Continental Grain Company June 1986 - May 1988
Internal Systems June 1985 - June 1986
North American Company for Life and Health September 1981 - June 1986
Skills
CICS, Assembly, z/OS, IBM Mainframe, Disaster Recovery, SMP/E
Education
Governors State University
BA, Business
J.F.Kennedy High School
Governors State University - University
Bachelor of Arts, with; Computer Science, Business, and Mathematics
Morraine Valley Community College
University of Illinois at Urbana-Champaign
IBM Global Technology Services September 2010 - Present
CNA Insurance January 1999 - August 2010
Navistar June 1998 - January 1999
SaCor Systems, Inc May 1988 - June 1998
Continental Grain Company June 1986 - May 1988
Internal Systems June 1985 - June 1986
North American Company for Life and Health September 1981 - June 1986
Skills
CICS, Assembly, z/OS, IBM Mainframe, Disaster Recovery, SMP/E
Education
Governors State University
BA, Business
J.F.Kennedy High School
Governors State University - University
Bachelor of Arts, with; Computer Science, Business, and Mathematics
Morraine Valley Community College
University of Illinois at Urbana-Champaign
Elizabeth Ossowski-Tyska's North American Company for Life and Health Experience December 2012 - Present
Job
Industry Insurance
Experience
Protective Life Insurance Company May 2014 - Present
self employed January 2013 - Present
Allianz Life Insurance Company of North America January 2013 - Present
North American Company for Life and Health December 2012 - Present
Great September 2012 - Present
Jackson National Life January 2012 - Present
Humana August 1998 - Present
BCBS June 1985 - Present
Prudential Insurance May 1983 - 2012
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Life Insurance, Wealth Management, Strategic Financial..., Disability Insurance, Insurance, Series 63, Investments, Investment Advisory, Finance
Education
Roosevelt University 2006 — 2008
Bachelor of Professional studies, Financial Services, 3.8
The American College 1993 — 1996
Chartered Life Underwriter (CLU), Insurance
Akademia Rolniczo-Techniczna 1976 — 1980
Bachelor of Science (B.S.), Science
Protective Life Insurance Company May 2014 - Present
self employed January 2013 - Present
Allianz Life Insurance Company of North America January 2013 - Present
North American Company for Life and Health December 2012 - Present
Great September 2012 - Present
Jackson National Life January 2012 - Present
Humana August 1998 - Present
BCBS June 1985 - Present
Prudential Insurance May 1983 - 2012
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Life Insurance, Wealth Management, Strategic Financial..., Disability Insurance, Insurance, Series 63, Investments, Investment Advisory, Finance
Education
Roosevelt University 2006 — 2008
Bachelor of Professional studies, Financial Services, 3.8
The American College 1993 — 1996
Chartered Life Underwriter (CLU), Insurance
Akademia Rolniczo-Techniczna 1976 — 1980
Bachelor of Science (B.S.), Science
Rui Cheng's North American Company for Life and Health Experience November 2012 - Present
Job Product Analyst 3 and Team Advisor at North American Company for Life and Health
Industry Insurance
Experience
North American Company for Life and Health November 2012 - Present
Skills
Retirement, Insurance, Investments, Defined Benefit, Retirement Planning, Actuarial Science, Risk Management, Financial Risk, Financial Analysis, Universal Life, Life & Health Insurance...
Education
Roosevelt University 2003 — 2005
MS, Actuarial Science
Roosevelt University 2003 — 2005
Master's degree, Actuarial Science
North American Company for Life and Health November 2012 - Present
Skills
Retirement, Insurance, Investments, Defined Benefit, Retirement Planning, Actuarial Science, Risk Management, Financial Risk, Financial Analysis, Universal Life, Life & Health Insurance...
Education
Roosevelt University 2003 — 2005
MS, Actuarial Science
Roosevelt University 2003 — 2005
Master's degree, Actuarial Science
Dorothy Geronimi's North American Company for Life and Health Experience 2001 - 2003
Job Senior Underwriter at LifecareAssurance Company
Industry Insurance
Experience
LifecareAssurance Company June 2003 - Present
North American Company for Life and Health 2001 - 2003
Education
Los Angeles Pierce College
Associate of Arts (AA), General Studies
LifecareAssurance Company June 2003 - Present
North American Company for Life and Health 2001 - 2003
Education
Los Angeles Pierce College
Associate of Arts (AA), General Studies
Victoria Posluszny's North American Company for Life and Health Experience 1993 - 1996
Job Lead QA at North American Co./SFG
Industry Information Technology and Services
Experience
Sammons Financial Group Member Companies December 1983 - Present
North American Company for Life and Health 1993 - 1996
Skills
Analytical Abilities, Detail Orientation
Education
Lewis University 1999 — 2002
Bachelor of Arts (BA), Business Administration and Management, General
Lourdes High School 1979 — 1983
Sammons Financial Group Member Companies December 1983 - Present
North American Company for Life and Health 1993 - 1996
Skills
Analytical Abilities, Detail Orientation
Education
Lewis University 1999 — 2002
Bachelor of Arts (BA), Business Administration and Management, General
Lourdes High School 1979 — 1983
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO