Northwestern Mutual
Industry: Financial services company
DescriptionThe Northwestern Mutual is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education ... Headquarters: Milwaukee, Wisconsin, United States Number of employees: 7,500 (2017) Founded: 1857 Subsidiaries: LearnVest, Executives: John E. Schlifske (CEO, President, Chairperson),
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22,620 Northwestern Mutual employees in database. Find out everything there's to know about Northwestern Mutual employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northwestern Mutual Employees
Employee
Years
Job
Industry
Jameson Humber Jameson Humber's Northwestern Mutual Experience January 2014 - July 2014
Job Assistant manager at LA fitness
Industry Marketing and Advertising
Experience
Men's Wearhouse September 2015 - Present
LA Fitness October 2014 - Present
Northwestern Mutual January 2014 - July 2014
Port Of Call September 2013 - October 2013
Promomke September 2012 - January 2013
California Pizza Kitchen June 2012 - January 2013
Missing Links Golf Course September 2007 - September 2008
Tree Tops Landscape and Design August 2006 - September 2007
The Salvation Army August 2003 - September 2004
Skills
Highly personable, Highly motivated..., Challenge Driven, artisitc eye, Success Driven, Public Speaking, Marketing Strategy, Marketing, Social Media
Education
St. Norbert College 2008 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, Freshman Year
University of Wisconsin-Milwaukee
Business, Supply Chain and Operations Managment, marketing, junior
Men's Wearhouse September 2015 - Present
LA Fitness October 2014 - Present
Northwestern Mutual January 2014 - July 2014
Port Of Call September 2013 - October 2013
Promomke September 2012 - January 2013
California Pizza Kitchen June 2012 - January 2013
Missing Links Golf Course September 2007 - September 2008
Tree Tops Landscape and Design August 2006 - September 2007
The Salvation Army August 2003 - September 2004
Skills
Highly personable, Highly motivated..., Challenge Driven, artisitc eye, Success Driven, Public Speaking, Marketing Strategy, Marketing, Social Media
Education
St. Norbert College 2008 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, Freshman Year
University of Wisconsin-Milwaukee
Business, Supply Chain and Operations Managment, marketing, junior
Cheryl Fleming-Vanden Burgt Cheryl Fleming-Vanden Burgt's Northwestern Mutual Experience 1998 - Present
Job Development Officer
Industry Financial Services
Experience
Northwestern Mutual 1998 - Present
YMCA of Dane County May 1989 - September 1996
Skills
Training, Recruiting, Talent Acquisition, Job Coaching, sales profiling, Presentation Development, Employee Training, Coaching, Public Speaking, Employee Benefits, Customer Service, Leadership, Insurance, Interviews, Sales, Disability Insurance, Fixed Annuities, Cold Calling, Strategic Planning, Event Planning, Team Building, Marketing
Education
St. Norbert College 1984 — 1988
BA in music, vocal perf. and psychology
Northwestern Mutual 1998 - Present
YMCA of Dane County May 1989 - September 1996
Skills
Training, Recruiting, Talent Acquisition, Job Coaching, sales profiling, Presentation Development, Employee Training, Coaching, Public Speaking, Employee Benefits, Customer Service, Leadership, Insurance, Interviews, Sales, Disability Insurance, Fixed Annuities, Cold Calling, Strategic Planning, Event Planning, Team Building, Marketing
Education
St. Norbert College 1984 — 1988
BA in music, vocal perf. and psychology
Chris Gold Chris Gold's Northwestern Mutual Experience May 2012 - August 2012
Job
Industry Financial Services
Experience
Acculynk May 2014 - Present
Auracle May 2009 - Present
Northwestern Mutual May 2012 - August 2012
Stanford Psychology Department June 2011 - June 2012
Given Imaging August 2011 - September 2011
House Stark September 2009 - May 2011
Skills
Event Planning, Microsoft Office, Market Research, Quantitative Research, Qualitative Research, Music Production, Marketing Strategy, Turntablism, Sales, Written Communication, Mac OS X, Basic Scripting, Innovation, Java, AppleScript, Event Management, Sales Presentations, Product Marketing, Social Media Marketing, Social Networking, SPSS, Research, Statistics, Data Analysis, Social Media, Spanish, Ruby on Rails, Web Development, User Experience
Education
Stanford University 2009 — 2013
Bachelor of Arts (B.A.)
Stanford University 2009 — 2013
Bachelor of Arts Minor (B.A.)
Acculynk May 2014 - Present
Auracle May 2009 - Present
Northwestern Mutual May 2012 - August 2012
Stanford Psychology Department June 2011 - June 2012
Given Imaging August 2011 - September 2011
House Stark September 2009 - May 2011
Skills
Event Planning, Microsoft Office, Market Research, Quantitative Research, Qualitative Research, Music Production, Marketing Strategy, Turntablism, Sales, Written Communication, Mac OS X, Basic Scripting, Innovation, Java, AppleScript, Event Management, Sales Presentations, Product Marketing, Social Media Marketing, Social Networking, SPSS, Research, Statistics, Data Analysis, Social Media, Spanish, Ruby on Rails, Web Development, User Experience
Education
Stanford University 2009 — 2013
Bachelor of Arts (B.A.)
Stanford University 2009 — 2013
Bachelor of Arts Minor (B.A.)
Carli Uphill Carli Uphill's Northwestern Mutual Experience January 2012 - May 2012
Job Administrative Assistant
Industry Music
Experience
Magnetar Capital October 2014 - Present
Magnetar Capital February 2014 - October 2014
St. Norbert College August 2011 - May 2013
Northwestern Mutual January 2012 - May 2012
St. Norbert College August 2010 - November 2011
Skills
Student Engagement, Fundraising, Microsoft Office, Event Planning, Facebook, Customer Service, Social Media, Microsoft Excel, Time Management, Leadership, Higher Education, Social Networking, PowerPoint, Public Speaking, Microsoft Word, Editing, Critical Thinking, Student Affairs, Nonprofits, Community Outreach, Volunteer Management, Human Resources, Student Development
Education
St. Norbert College 2009 — 2013
Bachelor of Music, Vocal Performance, Business Administration
Florence University of the Arts - Florence, Italy 2011 — 2011
University of Wisconsin-Green Bay
Magnetar Capital October 2014 - Present
Magnetar Capital February 2014 - October 2014
St. Norbert College August 2011 - May 2013
Northwestern Mutual January 2012 - May 2012
St. Norbert College August 2010 - November 2011
Skills
Student Engagement, Fundraising, Microsoft Office, Event Planning, Facebook, Customer Service, Social Media, Microsoft Excel, Time Management, Leadership, Higher Education, Social Networking, PowerPoint, Public Speaking, Microsoft Word, Editing, Critical Thinking, Student Affairs, Nonprofits, Community Outreach, Volunteer Management, Human Resources, Student Development
Education
St. Norbert College 2009 — 2013
Bachelor of Music, Vocal Performance, Business Administration
Florence University of the Arts - Florence, Italy 2011 — 2011
University of Wisconsin-Green Bay
Samantha Dahlquist Samantha Dahlquist's Northwestern Mutual Experience May 2013 - April 2014
Job Client Care Specialist at BerganKDV Wealth Management
Industry Financial Services
Experience
BerganKDV Wealth Management September 2014 - Present
Northwestern Mutual May 2013 - April 2014
CAPITAL Card Services 2012 - 2012
St. Olaf Academic Support Center 2010 - 2011
Skills
SAS, SQL, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Social Media, Research, Teamwork, SPSS, Economics, Statistics, Critical Thinking
Education
St. Olaf College
Bachelor of Arts Degree, Mathematics and Economics; Statistics Concentration and Finance
Edina High School
BerganKDV Wealth Management September 2014 - Present
Northwestern Mutual May 2013 - April 2014
CAPITAL Card Services 2012 - 2012
St. Olaf Academic Support Center 2010 - 2011
Skills
SAS, SQL, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Social Media, Research, Teamwork, SPSS, Economics, Statistics, Critical Thinking
Education
St. Olaf College
Bachelor of Arts Degree, Mathematics and Economics; Statistics Concentration and Finance
Edina High School
Alyssa Mundry Alyssa Mundry's Northwestern Mutual Experience August 2013 - September 2013
Job Palmer Food Services
Industry Wholesale
Experience
Palmer Food Services December 2013 - Present
Northwestern Mutual August 2013 - September 2013
SUNY Oswego August 2010 - May 2013
State Farm May 2012 - August 2012
Qualitrol May 2009 - August 2011
Skills
PowerPoint, Higher Education, Time Management, Microsoft Office, Bloomberg Terminal, Financial Risk..., Risk Management, Management, Customer Service, Public Speaking, Research, Teamwork, Data Analysis, Social Networking, Social Media, Microsoft Excel, Marketing
Education
State University of New York College at Oswego 2010 — 2013
Bachelor of Business Administration (B.B.A.)
SUNY Fredonia 2009 — 2010
Fairport High School 2006 — 2009
Advance Regents High School Diploma
Palmer Food Services December 2013 - Present
Northwestern Mutual August 2013 - September 2013
SUNY Oswego August 2010 - May 2013
State Farm May 2012 - August 2012
Qualitrol May 2009 - August 2011
Skills
PowerPoint, Higher Education, Time Management, Microsoft Office, Bloomberg Terminal, Financial Risk..., Risk Management, Management, Customer Service, Public Speaking, Research, Teamwork, Data Analysis, Social Networking, Social Media, Microsoft Excel, Marketing
Education
State University of New York College at Oswego 2010 — 2013
Bachelor of Business Administration (B.B.A.)
SUNY Fredonia 2009 — 2010
Fairport High School 2006 — 2009
Advance Regents High School Diploma
Navid Shirazi's Northwestern Mutual Experience November 2009 - January 2010
Job Associate at Golden Gate Capital
Industry Venture Capital & Private Equity
Experience
Golden Gate Capital August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
ECHELON Partners June 2010 - September 2010
First Investors Corporation January 2010 - April 2010
Northwestern Mutual November 2009 - January 2010
Kiewit June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Bloomberg, Investments, Financial Analysis, Private Equity, Economics, Microsoft Office, Capital IQ, Banking, Finance, Hedge Funds
Education
Stanford University 2010 — 2012
Master of Science, Management Science and Engineering, 3.9/4.0
University of California, Los Angeles 2006 — 2010
Bachelor of Science, Civil Engineering, 3.8/4.0
Golden Gate Capital August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
ECHELON Partners June 2010 - September 2010
First Investors Corporation January 2010 - April 2010
Northwestern Mutual November 2009 - January 2010
Kiewit June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Bloomberg, Investments, Financial Analysis, Private Equity, Economics, Microsoft Office, Capital IQ, Banking, Finance, Hedge Funds
Education
Stanford University 2010 — 2012
Master of Science, Management Science and Engineering, 3.9/4.0
University of California, Los Angeles 2006 — 2010
Bachelor of Science, Civil Engineering, 3.8/4.0
Mark Wieloch Mark Wieloch's Northwestern Mutual Experience May 2012 - October 2013
Job Sales Representative at Certified Labs
Industry Chemicals
Experience
Certified Labs June 2014 - Present
Bastion Insurance Group, LLC October 2013 - Present
Northwestern Mutual May 2012 - October 2013
Skills
Investments, Insurance, Time Management, Finance, Strategic Financial..., Risk Management, Microsoft Excel, Disability Insurance, PowerPoint, Life & Health Insurance..., Life Insurance, Sales, Leadership, Economics
Education
St. Olaf College 2008 — 2012
Bachelor of Science (B.S.), Economics
Rosemount High School 2004 — 2008
Certified Labs June 2014 - Present
Bastion Insurance Group, LLC October 2013 - Present
Northwestern Mutual May 2012 - October 2013
Skills
Investments, Insurance, Time Management, Finance, Strategic Financial..., Risk Management, Microsoft Excel, Disability Insurance, PowerPoint, Life & Health Insurance..., Life Insurance, Sales, Leadership, Economics
Education
St. Olaf College 2008 — 2012
Bachelor of Science (B.S.), Economics
Rosemount High School 2004 — 2008
Austin Lee Austin Lee's Northwestern Mutual Experience July 2013 - January 2014
Job Customer Care Supervisor
Industry Internet
Experience
Yahoo June 2014 - Present
Northwestern Mutual July 2013 - January 2014
VWR Education May 2010 - July 2013
Skills
Customer Service, Access, Microsoft Office, SAP, PowerPoint, Microsoft Word, Leadership, Microsoft Excel, Teamwork, Management, Team Leadership, Telephone Skills, Salesforce.com
Education
State University of New York College at Buffalo 2009 — 2012
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Yahoo June 2014 - Present
Northwestern Mutual July 2013 - January 2014
VWR Education May 2010 - July 2013
Skills
Customer Service, Access, Microsoft Office, SAP, PowerPoint, Microsoft Word, Leadership, Microsoft Excel, Teamwork, Management, Team Leadership, Telephone Skills, Salesforce.com
Education
State University of New York College at Buffalo 2009 — 2012
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Madeline Quick Madeline Quick's Northwestern Mutual Experience May 2015 - Present
Job Integrated Planning Team at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual May 2015 - Present
Power Life Yoga July 2014 - Present
Port of Des Moines LLC May 2014 - May 2015
Quester June 2013 - May 2014
Conference Event Management January 2013 - January 2013
Skills
Social Media, Event Planning, Marketing, Market Research, Newsletters, Event Management, Blogging, Interpersonal..., Microsoft Word
Education
St. Olaf College 2009 — 2013
Bachelor's degree, Spanish Language and Literature with Management Concentration
Northwestern Mutual May 2015 - Present
Power Life Yoga July 2014 - Present
Port of Des Moines LLC May 2014 - May 2015
Quester June 2013 - May 2014
Conference Event Management January 2013 - January 2013
Skills
Social Media, Event Planning, Marketing, Market Research, Newsletters, Event Management, Blogging, Interpersonal..., Microsoft Word
Education
St. Olaf College 2009 — 2013
Bachelor's degree, Spanish Language and Literature with Management Concentration
Rachael Harrington's Northwestern Mutual Experience May 2015 - Present
Job Executive Director of Selection
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Rachael's Photography December 2001 - Present
Farmers Insurance 2012 - May 2015
Hughes Springs Lawn & Garden October 2006 - August 2011
Walgreens December 2001 - October 2006
Skills
Insurance, College Recruiting, Employee Benefits, Health Insurance, Property & Casualty..., Applicant Tracking..., Recruiting, Employee Relations, Onboarding, General Insurance, Talent Acquisition, Job Fairs, Benefits Administration, Human Resources, Internet Recruiting, Sales, Sales Management
Education
St. Petersburg College 2001 — 2003
Northwestern Mutual May 2015 - Present
Rachael's Photography December 2001 - Present
Farmers Insurance 2012 - May 2015
Hughes Springs Lawn & Garden October 2006 - August 2011
Walgreens December 2001 - October 2006
Skills
Insurance, College Recruiting, Employee Benefits, Health Insurance, Property & Casualty..., Applicant Tracking..., Recruiting, Employee Relations, Onboarding, General Insurance, Talent Acquisition, Job Fairs, Benefits Administration, Human Resources, Internet Recruiting, Sales, Sales Management
Education
St. Petersburg College 2001 — 2003
Mike Tischler's Northwestern Mutual Experience August 2008 - December 2008
Job Field Sales Associate at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific August 2015 - Present
American Medical Systems June 2014 - August 2015
ADP November 2013 - June 2014
ADP September 2012 - November 2013
Bahama Breeze April 2003 - September 2012
Northwestern Mutual August 2008 - December 2008
Skills
Sales, Human Resources, Cold Calling, ADP Payroll, Salesforce.com, Payroll, Business Development, Customer Service, Time Management, Start-ups, Sales Process, Small Business, Talent Management, Building Relationships, Customer Satisfaction, Sales Management, Leadership, Sales Presentations, Team Leadership, Customer Retention, Relationship Management, Client Development, Fine Art, Power Messaging, Selling, Account Management, Bartending, Direct Sales, B2B, Team Management, Presentation Design, Prospect Research, Qualifying Prospects, Sales Prospecting, Small Business..., Outside Sales, Lead Generation, Social Networking, Solution Selling, Medical Devices, Prosthetic Urology, Men's Pelvic Health, Aseptic Technique, Patient Selection, Vendor Credentialing, Operating Room, Patient Education
Education
University of South Florida 2009 — 2010
Attended, Biomedical Sciences
University of South Florida 2004 — 2008
Bachelor of Science (B.S.), Finance
University of South Florida 2004 — 2008
Bachelor of Science (B.S.), Marketing
St. Petersburg College 2000 — 2003
Associate of Arts (A.A.), Business Administration and Management, General, Fine Arts
Boston Scientific August 2015 - Present
American Medical Systems June 2014 - August 2015
ADP November 2013 - June 2014
ADP September 2012 - November 2013
Bahama Breeze April 2003 - September 2012
Northwestern Mutual August 2008 - December 2008
Skills
Sales, Human Resources, Cold Calling, ADP Payroll, Salesforce.com, Payroll, Business Development, Customer Service, Time Management, Start-ups, Sales Process, Small Business, Talent Management, Building Relationships, Customer Satisfaction, Sales Management, Leadership, Sales Presentations, Team Leadership, Customer Retention, Relationship Management, Client Development, Fine Art, Power Messaging, Selling, Account Management, Bartending, Direct Sales, B2B, Team Management, Presentation Design, Prospect Research, Qualifying Prospects, Sales Prospecting, Small Business..., Outside Sales, Lead Generation, Social Networking, Solution Selling, Medical Devices, Prosthetic Urology, Men's Pelvic Health, Aseptic Technique, Patient Selection, Vendor Credentialing, Operating Room, Patient Education
Education
University of South Florida 2009 — 2010
Attended, Biomedical Sciences
University of South Florida 2004 — 2008
Bachelor of Science (B.S.), Finance
University of South Florida 2004 — 2008
Bachelor of Science (B.S.), Marketing
St. Petersburg College 2000 — 2003
Associate of Arts (A.A.), Business Administration and Management, General, Fine Arts
Domenick Lazzara's Northwestern Mutual Experience 2007 - 2008
Job Associate at Dogali Law Group, P.A.
Industry Law Practice
Experience
Dogali Law Group, P.A. March 2014 - Present
Aronfeld Trial Lawyers April 2013 - March 2014
Aronfeld Trial Lawyers June 2011 - January 2013
Northwestern Mutual 2007 - 2008
Skills
Civil Litigation, Trial Practice, Networking, Investigation, Research, Client Development, Client Liaison, Manage Client..., Trials, Legal Writing, Team Building, Arbitration, Licensing, Litigation, Legal Research, Westlaw, Lexis, Mediation, Personal Injury, LexisNexis, Courts
Education
St. Thomas University School of Law 2009 — 2012
J.D. Candidate, Labor and Employment Law
University of Miami 2003 — 2007
B.A., Psychology, Anthropology
Dogali Law Group, P.A. March 2014 - Present
Aronfeld Trial Lawyers April 2013 - March 2014
Aronfeld Trial Lawyers June 2011 - January 2013
Northwestern Mutual 2007 - 2008
Skills
Civil Litigation, Trial Practice, Networking, Investigation, Research, Client Development, Client Liaison, Manage Client..., Trials, Legal Writing, Team Building, Arbitration, Licensing, Litigation, Legal Research, Westlaw, Lexis, Mediation, Personal Injury, LexisNexis, Courts
Education
St. Thomas University School of Law 2009 — 2012
J.D. Candidate, Labor and Employment Law
University of Miami 2003 — 2007
B.A., Psychology, Anthropology
Joseph Rose Joseph Rose's Northwestern Mutual Experience May 2010 - November 2010
Job Account Executive at Teq
Industry Staffing and Recruiting
Experience
Teq March 2015 - Present
Lot Capture May 2014 - February 2015
SpineSearch March 2014 - May 2014
Belltower Books August 2011 - February 2014
Northwestern Mutual May 2010 - November 2010
Skills
Sales, Sales Management, Recruiting, New Business Development, Business Development, Leadership, Cold Calling, Direct Sales, Sales Operations, Management, Marketing, Selling, Sales Process, Training, CRM
Education
State University of New York at New Paltz 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Seaford High School 2003 — 2007
Teq March 2015 - Present
Lot Capture May 2014 - February 2015
SpineSearch March 2014 - May 2014
Belltower Books August 2011 - February 2014
Northwestern Mutual May 2010 - November 2010
Skills
Sales, Sales Management, Recruiting, New Business Development, Business Development, Leadership, Cold Calling, Direct Sales, Sales Operations, Management, Marketing, Selling, Sales Process, Training, CRM
Education
State University of New York at New Paltz 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Seaford High School 2003 — 2007
Elizabeth Budelman's Northwestern Mutual Experience May 2015 - August 2015
Job Student at Marian University of Fond du Lac| seeking employment for December | Public Relations Intern with Sabre Voice
Industry Higher Education
Experience
The Sabre Voice--Marian University April 2014 - Present
TJ Maxx July 2013 - Present
Northwestern Mutual May 2015 - August 2015
Guido and Koeckers Sports Bar November 2010 - April 2015
Fond du Lac Boys and Girls Club August 2008 - August 2012
Skills
Cashiering, Customer Service, Customer Satisfaction, Listening to customers, Keen Listener, Customer Returns, Retail Sales, Cash Register, Shrink Reduction, Social Media, Public Relations, Marketing, Sales, Facebook, Social Networking, Volunteering, Critical Thinking, PowerPoint, Microsoft Word, Social Media Marketing, People Skills, Microsoft Office, Higher Education, Microsoft Excel, Friendly Personality, Social Skills, Fashion, Public Speaking, Time Management, Event Planning, Teamwork, Leadership, Communication, Leadership Development, Event Management, Fundraising
Education
Marian University 2010 — 2015
Bachelor of Arts (BA), Public Relations/Strategic Communications
St. Norbert College 2009 — 2010
The Sabre Voice--Marian University April 2014 - Present
TJ Maxx July 2013 - Present
Northwestern Mutual May 2015 - August 2015
Guido and Koeckers Sports Bar November 2010 - April 2015
Fond du Lac Boys and Girls Club August 2008 - August 2012
Skills
Cashiering, Customer Service, Customer Satisfaction, Listening to customers, Keen Listener, Customer Returns, Retail Sales, Cash Register, Shrink Reduction, Social Media, Public Relations, Marketing, Sales, Facebook, Social Networking, Volunteering, Critical Thinking, PowerPoint, Microsoft Word, Social Media Marketing, People Skills, Microsoft Office, Higher Education, Microsoft Excel, Friendly Personality, Social Skills, Fashion, Public Speaking, Time Management, Event Planning, Teamwork, Leadership, Communication, Leadership Development, Event Management, Fundraising
Education
Marian University 2010 — 2015
Bachelor of Arts (BA), Public Relations/Strategic Communications
St. Norbert College 2009 — 2010
Stephanie Hsiang Stephanie Hsiang's Northwestern Mutual Experience June 2014 - September 2014
Job Student Manager at Stanford University Alumni & Student Class Outreach
Industry Medical Practice
Experience
Stanford University March 2015 - Present
Cardinal Ballet Company September 2012 - Present
Pacific Free Clinic September 2013 - Present
Stanford Alumni Association November 2013 - Present
Stanford Alumni Association September 2013 - Present
Northwestern Mutual June 2014 - September 2014
InterVarsity Christian Fellowship/USA August 2013 - June 2014
Henry's Place September 2012 - January 2014
Natural Geography In Shore Areas August 2008 - June 2012
Emerald Coast Cancer Center May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Photoshop, Teamwork, Data Analysis, Customer Service, Community Outreach, Leadership, Healthcare
Education
Stanford University 2012 — 2016
Bachelor of Arts (BA), Human Biology
北京大学 (Peking University)
Chinese Language
Niceville High School 2008 — 2012
Stanford University March 2015 - Present
Cardinal Ballet Company September 2012 - Present
Pacific Free Clinic September 2013 - Present
Stanford Alumni Association November 2013 - Present
Stanford Alumni Association September 2013 - Present
Northwestern Mutual June 2014 - September 2014
InterVarsity Christian Fellowship/USA August 2013 - June 2014
Henry's Place September 2012 - January 2014
Natural Geography In Shore Areas August 2008 - June 2012
Emerald Coast Cancer Center May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Photoshop, Teamwork, Data Analysis, Customer Service, Community Outreach, Leadership, Healthcare
Education
Stanford University 2012 — 2016
Bachelor of Arts (BA), Human Biology
北京大学 (Peking University)
Chinese Language
Niceville High School 2008 — 2012
Rob Tunheim Rob Tunheim's Northwestern Mutual Experience May 2011 - April 2012
Job Senior Business Analyst at Target
Industry Retail
Richard Kessler Richard Kessler's Northwestern Mutual Experience 2012 - 2013
Job Associate at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2015 - Present
University of Notre Dame August 2013 - May 2015
PwC June 2014 - August 2014
Oak Financial Software Corp. April 2013 - August 2014
Northwestern Mutual 2012 - 2013
Skills
Business Development, Economics, Data Analysis, Financial Analysis, Project Management, Sales Management, Microsoft Office, Public Speaking, Microsoft Excel, Analysis, Leadership, Strategic Planning, Marketing, Entrepreneurship, Market Research
Education
University of Notre Dame 2013 — 2015
Stanford University 2009 — 2012
L.E.K. Consulting September 2015 - Present
University of Notre Dame August 2013 - May 2015
PwC June 2014 - August 2014
Oak Financial Software Corp. April 2013 - August 2014
Northwestern Mutual 2012 - 2013
Skills
Business Development, Economics, Data Analysis, Financial Analysis, Project Management, Sales Management, Microsoft Office, Public Speaking, Microsoft Excel, Analysis, Leadership, Strategic Planning, Marketing, Entrepreneurship, Market Research
Education
University of Notre Dame 2013 — 2015
Stanford University 2009 — 2012
Eric Fleming Eric Fleming's Northwestern Mutual Experience March 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2014 - Present
Cocoa Bakery 2007 - Present
Skills
wall street, Consultancy, Hedge Funds, Private Equity, Investment Banking, Capital Markets, Contract Recruitment, Information Technology, Wall Street, Consultants, Equities, Quantitative Finance, Alternative Investments, Finance, Analysis, Funding, Corporate Finance, Electronic Trading, Fixed Income, Financial Markets, Structured Products, Trading, Valuation, Financial Services, FX Options, Bloomberg, FX trading, Derivatives, Strategy, Investments, Quantitative Analytics, Trading Systems, Commodity, Proprietary Trading
Education
State University of New York College at Buffalo 1991 — 1995
BA
Clarkstown High School South
Northwestern Mutual March 2014 - Present
Cocoa Bakery 2007 - Present
Skills
wall street, Consultancy, Hedge Funds, Private Equity, Investment Banking, Capital Markets, Contract Recruitment, Information Technology, Wall Street, Consultants, Equities, Quantitative Finance, Alternative Investments, Finance, Analysis, Funding, Corporate Finance, Electronic Trading, Fixed Income, Financial Markets, Structured Products, Trading, Valuation, Financial Services, FX Options, Bloomberg, FX trading, Derivatives, Strategy, Investments, Quantitative Analytics, Trading Systems, Commodity, Proprietary Trading
Education
State University of New York College at Buffalo 1991 — 1995
BA
Clarkstown High School South
Chuck Stephanski Chuck Stephanski's Northwestern Mutual Experience April 2012 - July 2012
Job Supplier Relationship Manager at Sutherland Global Services
Industry Insurance
Experience
Sutherland Global Services October 2014 - Present
Sutherland Global Services February 2013 - October 2014
Northwestern Mutual April 2012 - July 2012
WorkersChoiceUSA August 2009 - February 2010
American Funds 2000 - 2009
The TPA 1999 - 2000
Henderson & Phillips/USI 1998 - 1999
Blue Cross Blue Shield 1985 - 1998
Skills
Sales, Account Management, Business Development, Retirement Planning, Product Training, Fixed Income Strategies, Health Insurance, Life Insurance, Mutual Funds, Bond Funds, FINRA, Series 6, Series 63, Retirement, Employee Benefits, Fixed Annuities, Investments, Management
Education
State University of New York College at Cortland
B.S., Physical Education
Sutherland Global Services October 2014 - Present
Sutherland Global Services February 2013 - October 2014
Northwestern Mutual April 2012 - July 2012
WorkersChoiceUSA August 2009 - February 2010
American Funds 2000 - 2009
The TPA 1999 - 2000
Henderson & Phillips/USI 1998 - 1999
Blue Cross Blue Shield 1985 - 1998
Skills
Sales, Account Management, Business Development, Retirement Planning, Product Training, Fixed Income Strategies, Health Insurance, Life Insurance, Mutual Funds, Bond Funds, FINRA, Series 6, Series 63, Retirement, Employee Benefits, Fixed Annuities, Investments, Management
Education
State University of New York College at Cortland
B.S., Physical Education
Cameron Lulek Cameron Lulek's Northwestern Mutual Experience October 2012 - Present
Job
Industry Financial Services
Experience
Northwestern Mutual October 2012 - Present
Jewish Community Center July 2008 - September 2012
Stereo Advantage December 2006 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
SUNY Fredonia 2008 — 2012
Bachelor of Applied Science (BASc), Finance
Clarence High School 2004 — 2008
Northwestern Mutual October 2012 - Present
Jewish Community Center July 2008 - September 2012
Stereo Advantage December 2006 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
SUNY Fredonia 2008 — 2012
Bachelor of Applied Science (BASc), Finance
Clarence High School 2004 — 2008
Kelly Poliszuk Kelly Poliszuk's Northwestern Mutual Experience May 2010 - August 2010
Job Associate Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network August 2010 - Present
Northwestern Mutual May 2010 - August 2010
Greater Rochester Physical Therapy February 2007 - May 2010
Education
State University of New York College at Brockport 2009 — 2010
Bachelor, Finance
Northwestern Mutual Financial Network August 2010 - Present
Northwestern Mutual May 2010 - August 2010
Greater Rochester Physical Therapy February 2007 - May 2010
Education
State University of New York College at Brockport 2009 — 2010
Bachelor, Finance
Chris Balon Chris Balon's Northwestern Mutual Experience February 2008 - January 2010
Job District Sales Manager at North American Breweries, Inc.
Industry Food & Beverages
Experience
North American Breweries, Inc. December 2014 - Present
North American Breweries, Inc. August 2013 - November 2014
North American Breweries, Inc. February 2013 - July 2013
North American Breweries, Inc. November 2011 - January 2013
North American Breweries, Inc. April 2011 - November 2011
University at Buffalo August 2009 - May 2011
HSBC September 2010 - November 2010
Target June 2010 - August 2010
Northwestern Mutual February 2008 - January 2010
Camp Hickory Hill June 2001 - July 2008
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Leadership, Forecasting, Recruiting, Microsoft Office, PowerPoint, Teamwork, Public Speaking, Analysis, Management, Sales, Pricing, Finance, Strategic Planning, Process Improvement, Budgets, Sales Management, Inventory Management, Event Planning
Education
State University of New York at Buffalo - School of Management 2009 — 2011
MBA, Finance
Hilbert College 2005 — 2009
Business Administration, Entrepreneurship, Finance, Police Management
North American Breweries, Inc. December 2014 - Present
North American Breweries, Inc. August 2013 - November 2014
North American Breweries, Inc. February 2013 - July 2013
North American Breweries, Inc. November 2011 - January 2013
North American Breweries, Inc. April 2011 - November 2011
University at Buffalo August 2009 - May 2011
HSBC September 2010 - November 2010
Target June 2010 - August 2010
Northwestern Mutual February 2008 - January 2010
Camp Hickory Hill June 2001 - July 2008
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Leadership, Forecasting, Recruiting, Microsoft Office, PowerPoint, Teamwork, Public Speaking, Analysis, Management, Sales, Pricing, Finance, Strategic Planning, Process Improvement, Budgets, Sales Management, Inventory Management, Event Planning
Education
State University of New York at Buffalo - School of Management 2009 — 2011
MBA, Finance
Hilbert College 2005 — 2009
Business Administration, Entrepreneurship, Finance, Police Management
Kevin Rodriguez Kevin Rodriguez's Northwestern Mutual Experience June 2014 - August 2014
Job Financial Representative at Foresters Financial
Industry Financial Services
Experience
Foresters Financial Services June 2015 - Present
Northwestern Mutual June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Interpersonal Skill, Cross-functional Team..., Data Analysis, Financial Analysis, Event Planning, Finance, Fundraising, Higher Education, Leadership, Marketing, Public Speaking, Research, Social Media, Social Networking, Time Management
Education
SUNY New Paltz 2010 — 2015
Foresters Financial Services June 2015 - Present
Northwestern Mutual June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Interpersonal Skill, Cross-functional Team..., Data Analysis, Financial Analysis, Event Planning, Finance, Fundraising, Higher Education, Leadership, Marketing, Public Speaking, Research, Social Media, Social Networking, Time Management
Education
SUNY New Paltz 2010 — 2015
Qunnie Lin CLTC's Northwestern Mutual Experience December 2013 - Present
Job Field Director/ Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2013 - Present
Northwestern Mutual June 2011 - Present
PROFESSIONALNORTHWESTERN MUTUAL June 2011 - Present
GOODYEAR MAIN STREET FITNESS CENTER August 2010 - June 2011
HSU & ASSOCIATES INC June 2001 - September 2010
Education
EDUCATIONUniversity at BUffalo, the State university of new york 2007 — 2011
Bachelor of Science, Business Administration; Finance Concentration
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Northwestern Mutual December 2013 - Present
Northwestern Mutual June 2011 - Present
PROFESSIONALNORTHWESTERN MUTUAL June 2011 - Present
GOODYEAR MAIN STREET FITNESS CENTER August 2010 - June 2011
HSU & ASSOCIATES INC June 2001 - September 2010
Education
EDUCATIONUniversity at BUffalo, the State university of new york 2007 — 2011
Bachelor of Science, Business Administration; Finance Concentration
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Michael Getter Michael Getter's Northwestern Mutual Experience May 2007 - December 2007
Job Account Representative at Aerotek Scientific
Industry Staffing and Recruiting
Experience
Aerotek Scientific February 2009 - Present
Aerotek Scientific June 2008 - January 2009
Northwestern Mutual May 2007 - December 2007
Skills
Cold Calling, Recruiting, Technical Recruiting, Talent Acquisition, Staffing Services, Applicant Tracking..., Sourcing, Contract Recruitment, Building Relationships, Temporary Placement, College Recruiting, Account Management, Resume Writing, Internet Recruiting, Sales, Screening, Medical Devices, Onboarding, Employee Benefits, Microsoft Excel, Human Resources, Customer Service, Hiring, Networking
Education
St. Olaf College 2004 — 2008
BA, Economics and Finance
Aerotek Scientific February 2009 - Present
Aerotek Scientific June 2008 - January 2009
Northwestern Mutual May 2007 - December 2007
Skills
Cold Calling, Recruiting, Technical Recruiting, Talent Acquisition, Staffing Services, Applicant Tracking..., Sourcing, Contract Recruitment, Building Relationships, Temporary Placement, College Recruiting, Account Management, Resume Writing, Internet Recruiting, Sales, Screening, Medical Devices, Onboarding, Employee Benefits, Microsoft Excel, Human Resources, Customer Service, Hiring, Networking
Education
St. Olaf College 2004 — 2008
BA, Economics and Finance
Kristie Dunn Kristie Dunn's Northwestern Mutual Experience September 2012 - May 2013
Job
Industry Marketing and Advertising
Experience
EMA Design Automation May 2013 - October 2013
Northwestern Mutual September 2012 - May 2013
Volunteers of America January 2012 - August 2012
Savoia Pastry Shoppe November 2007 - September 2011
Skills
Marketing, Advertising, Social Media, Sales, Market Research, Customer Service
Education
SUNY Brockport 2011 — 2013
Bachelor's degree, Marketing
EMA Design Automation May 2013 - October 2013
Northwestern Mutual September 2012 - May 2013
Volunteers of America January 2012 - August 2012
Savoia Pastry Shoppe November 2007 - September 2011
Skills
Marketing, Advertising, Social Media, Sales, Market Research, Customer Service
Education
SUNY Brockport 2011 — 2013
Bachelor's degree, Marketing
Chad Shaw, CFP®, CLU®, AEP® Chad Shaw, CFP®, CLU®, AEP®'s Northwestern Mutual Experience March 2009 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2009 - Present
Education
State University of New York College at Brockport
Bachelor of Science, Finance
The American College
The University of Charleston
Finance
Northwestern Mutual March 2009 - Present
Education
State University of New York College at Brockport
Bachelor of Science, Finance
The American College
The University of Charleston
Finance
Tara Lowrey's Northwestern Mutual Experience March 2007 - August 2009
Job Ambassador at Plexus Worldwide, Inc.
Industry Sports
Experience
Plexus Worldwide, Inc. May 2014 - Present
GREAT ATLANTIC TRAVEL August 2009 - Present
Northwestern Mutual March 2007 - August 2009
Chartway Federal Credit Union August 2006 - March 2007
Gorham Tax Service June 2004 - March 2006
Swain Ski and Snowboard Center November 1998 - February 2006
Skills
Banking, International Sales, Sales, Management, Event Planning, Customer Service, Accounting, Microsoft Excel, Recruiting, Time Management
Education
State University of New York College at Oswego 2005 — 2006
Bachelors, Business Administration
State University of New York at Delhi 2002 — 2005
Associates in Business, Business Administration
State University of New York College at Oneonta 2003 — 2004
Economics
Plexus Worldwide, Inc. May 2014 - Present
GREAT ATLANTIC TRAVEL August 2009 - Present
Northwestern Mutual March 2007 - August 2009
Chartway Federal Credit Union August 2006 - March 2007
Gorham Tax Service June 2004 - March 2006
Swain Ski and Snowboard Center November 1998 - February 2006
Skills
Banking, International Sales, Sales, Management, Event Planning, Customer Service, Accounting, Microsoft Excel, Recruiting, Time Management
Education
State University of New York College at Oswego 2005 — 2006
Bachelors, Business Administration
State University of New York at Delhi 2002 — 2005
Associates in Business, Business Administration
State University of New York College at Oneonta 2003 — 2004
Economics
Sarah Kamp Sarah Kamp's Northwestern Mutual Experience March 2012 - September 2012
Job Operations Manager at Affirm, Inc.
Industry Financial Services
Experience
Affirm, Inc. July 2013 - Present
Residential Education September 2012 - June 2013
Stanford Harmonics a cappella June 2011 - June 2013
Northwestern Mutual March 2012 - September 2012
Heartland CARES, Inc. July 2011 - September 2011
Stanford Harmonics a cappella June 2010 - June 2011
Vector Marketing June 2009 - August 2009
Heartland CARES, Inc. September 2006 - May 2009
Skills
Stata, Microsoft Office, Leadership, Non-profits, Long Term Care Insurance, Data Analysis, Sales, Financial Analysis, Customer Service, Negotiation, Economics, Microsoft Excel, Business Strategy, Project Planning, Budgets, Policy, Strategy, Program Management, Marketing
Education
Stanford University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Quick Learning School 2012 — 2012
Paducah Tilghman High School 2005 — 2009
Commonwealth Diploma
Affirm, Inc. July 2013 - Present
Residential Education September 2012 - June 2013
Stanford Harmonics a cappella June 2011 - June 2013
Northwestern Mutual March 2012 - September 2012
Heartland CARES, Inc. July 2011 - September 2011
Stanford Harmonics a cappella June 2010 - June 2011
Vector Marketing June 2009 - August 2009
Heartland CARES, Inc. September 2006 - May 2009
Skills
Stata, Microsoft Office, Leadership, Non-profits, Long Term Care Insurance, Data Analysis, Sales, Financial Analysis, Customer Service, Negotiation, Economics, Microsoft Excel, Business Strategy, Project Planning, Budgets, Policy, Strategy, Program Management, Marketing
Education
Stanford University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Quick Learning School 2012 — 2012
Paducah Tilghman High School 2005 — 2009
Commonwealth Diploma
Aaron Vasquez Aaron Vasquez's Northwestern Mutual Experience September 2009 - December 2009
Job Software Engineer at Google
Industry Internet
Experience
Maki Fund August 2012 - July 2014
acquaintable May 2012 - July 2012
J.P. Morgan June 2010 - August 2010
Northwestern Mutual September 2009 - December 2009
Titan Capital June 2009 - August 2009
Skills
jQuery, Financial Modeling, Corporate Finance, Investments, Finance, Analysis, User Experience, Venture Capital, Financial Services, Financial Analysis, Valuation, Investment Banking, Bloomberg, Equities, Private Equity, iOS, Objective-C, Software Engineering, Ruby on Rails, JavaScript
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Computer Science & Finance
Stanford University 2011 — 2011
Computer Science
Maki Fund August 2012 - July 2014
acquaintable May 2012 - July 2012
J.P. Morgan June 2010 - August 2010
Northwestern Mutual September 2009 - December 2009
Titan Capital June 2009 - August 2009
Skills
jQuery, Financial Modeling, Corporate Finance, Investments, Finance, Analysis, User Experience, Venture Capital, Financial Services, Financial Analysis, Valuation, Investment Banking, Bloomberg, Equities, Private Equity, iOS, Objective-C, Software Engineering, Ruby on Rails, JavaScript
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Computer Science & Finance
Stanford University 2011 — 2011
Computer Science
Mickey Kammeyer Mickey Kammeyer's Northwestern Mutual Experience September 2003 - May 2004
Job Senior Project Manager at Jones Lang LaSalle
Industry Retail
Experience
JLL March 2013 - Present
Equinox Fitness May 2010 - March 2012
Shasa USA June 2009 - May 2010
Steve & Barry's November 2006 - November 2008
Steve & Barry's January 2005 - October 2006
Northwestern Mutual September 2003 - May 2004
Fergus Garber Group March 2001 - September 2003
Skills
Microsoft Excel, MS Project, Project Management, Project Planning, Process Improvement, Contract Negotiation, Team Leadership, Retail, Budgets, Negotiation, Program Management, Construction, Management, Leadership, Construction Management, Facilities Management, Team Management
Education
Stanford University 1997 — 2001
B.A., Architecture and Urban Design, Civil and Environmental Engineering
JLL March 2013 - Present
Equinox Fitness May 2010 - March 2012
Shasa USA June 2009 - May 2010
Steve & Barry's November 2006 - November 2008
Steve & Barry's January 2005 - October 2006
Northwestern Mutual September 2003 - May 2004
Fergus Garber Group March 2001 - September 2003
Skills
Microsoft Excel, MS Project, Project Management, Project Planning, Process Improvement, Contract Negotiation, Team Leadership, Retail, Budgets, Negotiation, Program Management, Construction, Management, Leadership, Construction Management, Facilities Management, Team Management
Education
Stanford University 1997 — 2001
B.A., Architecture and Urban Design, Civil and Environmental Engineering
Bryan M. Carmody's Northwestern Mutual Experience June 2010 - May 2011
Job Branch Manager at Randstad USA
Industry Human Resources
Experience
Randstad USA March 2015 - Present
Randstad USA August 2014 - March 2015
Randstad USA January 2013 - August 2014
Healthcare Services Group September 2012 - January 2013
Healthcare Services Group May 2011 - September 2012
Northwestern Mutual June 2010 - May 2011
Northwestern Mutual August 2009 - January 2010
Bankers Life and Casualty May 2008 - July 2009
Skills
Customer Service, Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Long-term Care, Microsoft Excel, Sales, Microsoft Office, Marketing, Microsoft Word, Event Planning, PowerPoint, Account Management, Retirement Planning, Recruiting, Training, Management, Coaching, Employee Benefits, Human Resources, Interviews, Temporary Placement, Payroll, Cold Calling, Employee Relations, Leadership
Education
St. Norbert College 2004 — 2008
BBA, Double Major in Business Administration & Economics
De Pere High School 2000 — 2004
High School, General
Randstad USA March 2015 - Present
Randstad USA August 2014 - March 2015
Randstad USA January 2013 - August 2014
Healthcare Services Group September 2012 - January 2013
Healthcare Services Group May 2011 - September 2012
Northwestern Mutual June 2010 - May 2011
Northwestern Mutual August 2009 - January 2010
Bankers Life and Casualty May 2008 - July 2009
Skills
Customer Service, Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Long-term Care, Microsoft Excel, Sales, Microsoft Office, Marketing, Microsoft Word, Event Planning, PowerPoint, Account Management, Retirement Planning, Recruiting, Training, Management, Coaching, Employee Benefits, Human Resources, Interviews, Temporary Placement, Payroll, Cold Calling, Employee Relations, Leadership
Education
St. Norbert College 2004 — 2008
BBA, Double Major in Business Administration & Economics
De Pere High School 2000 — 2004
High School, General
Peter Gasbarrini's Northwestern Mutual Experience August 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2014 - Present
iHeartMedia September 2012 - July 2014
SKYYTRACKS January 2011 - September 2012
Sirius XM Radio Inc. November 2005 - July 2009
Clear Channel Music + Entertainment February 2002 - November 2005
The Morey Organization Inc. May 1998 - February 2002
Skills
Strategic Partnerships, New Media, Entertainment, Social Media, Entrepreneurship, Radio Broadcasting, Management, Broadcast, Marketing, Digital Media, Radio, Leadership, Content Development, Music, Event Management, Sales, Television, A&R, Voice Over, Recording, Record Labels, Audio Engineering, Digital Marketing, Radio Host, Video, Live Events, Advertising, Voice Acting, Social Media Marketing, Music Industry, Social Networking, Event Planning, Radio Producing, Radio Advertising, Pro Tools, Sound, Music Production, Audio Editing, Video Production, Publicity, DJ, Radio Promotions, Radio Programming, Podcasting, Adobe Audition, Music Scheduling, Video Editing, Sponsorship, Music Licensing, Music Publishing
Education
State University of New York College at Buffalo 1994 — 1996
University at Buffalo 1992 — 1994
Northwestern Mutual August 2014 - Present
iHeartMedia September 2012 - July 2014
SKYYTRACKS January 2011 - September 2012
Sirius XM Radio Inc. November 2005 - July 2009
Clear Channel Music + Entertainment February 2002 - November 2005
The Morey Organization Inc. May 1998 - February 2002
Skills
Strategic Partnerships, New Media, Entertainment, Social Media, Entrepreneurship, Radio Broadcasting, Management, Broadcast, Marketing, Digital Media, Radio, Leadership, Content Development, Music, Event Management, Sales, Television, A&R, Voice Over, Recording, Record Labels, Audio Engineering, Digital Marketing, Radio Host, Video, Live Events, Advertising, Voice Acting, Social Media Marketing, Music Industry, Social Networking, Event Planning, Radio Producing, Radio Advertising, Pro Tools, Sound, Music Production, Audio Editing, Video Production, Publicity, DJ, Radio Promotions, Radio Programming, Podcasting, Adobe Audition, Music Scheduling, Video Editing, Sponsorship, Music Licensing, Music Publishing
Education
State University of New York College at Buffalo 1994 — 1996
University at Buffalo 1992 — 1994
Jacob Underkofler Jacob Underkofler's Northwestern Mutual Experience May 2011 - July 2011
Job Senior Financial Analyst at Optum360°
Industry Financial Services
Experience
Optum360° October 2014 - Present
U.S. Bank June 2012 - October 2014
U.S. Bank October 2011 - July 2012
Northwestern Mutual May 2011 - July 2011
Northwestern Mutual May 2010 - May 2011
St. Olaf College Endowment Fund February 2009 - May 2010
Children's Hospitals and Clinics of Minnesota August 2009 - September 2009
Strongpoint llc Investment Management June 2009 - August 2009
St. Olaf College April 2008 - May 2009
Best Buy September 2005 - April 2006
Skills
Banking, Financial Operations, Finance, Microsoft Excel, Investments, Financial Policies &..., Customer Service, Valuation, Employee Training, Process Improvement, Tax Accounting, Cost Basis, Asset Management, Hedge Funds, Compliance, Economics, Financial Analysis, Wealth Management, Access
Education
St. Olaf College 2006 — 2010
Bachelor of Arts, Mathematics, Economics, Business Finance
Optum360° October 2014 - Present
U.S. Bank June 2012 - October 2014
U.S. Bank October 2011 - July 2012
Northwestern Mutual May 2011 - July 2011
Northwestern Mutual May 2010 - May 2011
St. Olaf College Endowment Fund February 2009 - May 2010
Children's Hospitals and Clinics of Minnesota August 2009 - September 2009
Strongpoint llc Investment Management June 2009 - August 2009
St. Olaf College April 2008 - May 2009
Best Buy September 2005 - April 2006
Skills
Banking, Financial Operations, Finance, Microsoft Excel, Investments, Financial Policies &..., Customer Service, Valuation, Employee Training, Process Improvement, Tax Accounting, Cost Basis, Asset Management, Hedge Funds, Compliance, Economics, Financial Analysis, Wealth Management, Access
Education
St. Olaf College 2006 — 2010
Bachelor of Arts, Mathematics, Economics, Business Finance
Drew Laubenstein Drew Laubenstein's Northwestern Mutual Experience May 2008 - May 2009
Job Pricing Manager at Accertify, Inc.
Industry Computer Software
Experience
Accertify, Inc. August 2014 - Present
Trimble March 2012 - July 2014
Metal Spinning Industry January 2014 - May 2014
NewPage Corporation February 2011 - March 2012
NewPage Corporation August 2009 - February 2011
Northwestern Mutual May 2008 - May 2009
Skills
Pricing Strategy, Pricing Analysis, Price Optimization, Financial Analysis, Financial Modeling, SAP, Forecasting, Market Analysis, Market Pricing, Microsoft Excel, Process Improvement, Financial Forecasting, Management, Six Sigma, Analysis, Pricing
Education
University of Dayton 2012 — 2014
Master of Business Administration (M.B.A.)
St. Norbert College 2005 — 2009
Bachelor of Buiness Administration, Finance
Accertify, Inc. August 2014 - Present
Trimble March 2012 - July 2014
Metal Spinning Industry January 2014 - May 2014
NewPage Corporation February 2011 - March 2012
NewPage Corporation August 2009 - February 2011
Northwestern Mutual May 2008 - May 2009
Skills
Pricing Strategy, Pricing Analysis, Price Optimization, Financial Analysis, Financial Modeling, SAP, Forecasting, Market Analysis, Market Pricing, Microsoft Excel, Process Improvement, Financial Forecasting, Management, Six Sigma, Analysis, Pricing
Education
University of Dayton 2012 — 2014
Master of Business Administration (M.B.A.)
St. Norbert College 2005 — 2009
Bachelor of Buiness Administration, Finance
Kesha L. Washington Kesha L. Washington's Northwestern Mutual Experience January 2000 - January 2001
Job Western New York Retail Sales Support Specialist at M&T Bank
Industry Banking
Experience
M&T Bank July 2013 - Present
M&T Bank January 2008 - Present
Chase September 2005 - January 2008
Chase October 2004 - September 2005
Chase April 2001 - September 2004
Northwestern Mutual January 2000 - January 2001
Skills
Coaching Staff, Leadership Development, New Business Development, Business Strategy, Leadership, Staff Development, Insurance, Banking, Strategic Planning, Coaching, Customer Service, Public Speaking, Team Building, Budgets, Credit, Financial Analysis, Social Networking, Community Service, Training, Management, Business Development, Sales, Strategy
Education
State University of New York College at Buffalo 1994 — 1999
Bachelor of Arts, Biology
M&T Bank July 2013 - Present
M&T Bank January 2008 - Present
Chase September 2005 - January 2008
Chase October 2004 - September 2005
Chase April 2001 - September 2004
Northwestern Mutual January 2000 - January 2001
Skills
Coaching Staff, Leadership Development, New Business Development, Business Strategy, Leadership, Staff Development, Insurance, Banking, Strategic Planning, Coaching, Customer Service, Public Speaking, Team Building, Budgets, Credit, Financial Analysis, Social Networking, Community Service, Training, Management, Business Development, Sales, Strategy
Education
State University of New York College at Buffalo 1994 — 1999
Bachelor of Arts, Biology
Brian Vieselmeyer Brian Vieselmeyer's Northwestern Mutual Experience May 2005 - May 2009
Job Financial Advisor at MassMutual The Westchester Agency
Industry Financial Services
Experience
MML Investor Services LLC May 2009 - Present
Northwestern Mutual May 2005 - May 2009
AG Edwards April 2004 - November 2004
Skills
Series 7, 9, 10, 53, 63...
Education
State University of New York at Buffalo - School of Management 2001 — 2005
Bachelor of Science, Finance
MML Investor Services LLC May 2009 - Present
Northwestern Mutual May 2005 - May 2009
AG Edwards April 2004 - November 2004
Skills
Series 7, 9, 10, 53, 63...
Education
State University of New York at Buffalo - School of Management 2001 — 2005
Bachelor of Science, Finance
John H. Hobika, Jr John H. Hobika, Jr's Northwestern Mutual Experience 1992 - 1994
Job Vice President/Senior Regional Insurance Coordinator at M&T Securities, Inc.
Industry Financial Services
Experience
M&T Securities April 2000 - Present
KeyCorp April 1998 - March 2000
New England Financial March 1994 - March 1998
Northwestern Mutual 1992 - 1994
Skills
Insurance, Finance, Banking, Estate Planning, Disability Insurance, Management, Employee Benefits, Retirement Planning, Sales, Long-term Care, Small Business, Life Insurance, Underwriting, Portfolio Management, Risk Management, Analysis, Credit, Loans, Mortgage Lending, Program Management, Strategic Financial..., Commercial Lending, Credit Analysis, Commercial Banking, Comprehensive Estate..., Charitable Gift Planning, Public Speaking
Education
The American College 2003 — 2012
Financial Service Designations
Utica College 1989 — 1991
Bus Admin/Operations Management
State University of New York at Delhi 1986 — 1988
Business Administration
The New England Career School
Insurance
M&T Securities April 2000 - Present
KeyCorp April 1998 - March 2000
New England Financial March 1994 - March 1998
Northwestern Mutual 1992 - 1994
Skills
Insurance, Finance, Banking, Estate Planning, Disability Insurance, Management, Employee Benefits, Retirement Planning, Sales, Long-term Care, Small Business, Life Insurance, Underwriting, Portfolio Management, Risk Management, Analysis, Credit, Loans, Mortgage Lending, Program Management, Strategic Financial..., Commercial Lending, Credit Analysis, Commercial Banking, Comprehensive Estate..., Charitable Gift Planning, Public Speaking
Education
The American College 2003 — 2012
Financial Service Designations
Utica College 1989 — 1991
Bus Admin/Operations Management
State University of New York at Delhi 1986 — 1988
Business Administration
The New England Career School
Insurance
Elaine Atcheson Elaine Atcheson's Northwestern Mutual Experience January 2012 - December 2012
Job Investment Writer at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group December 2014 - Present
Janus Capital Group January 2013 - December 2014
Northwestern Mutual January 2012 - December 2012
Love Publishing Company 2011 - January 2012
Northwestern Mutual Life June 2011 - October 2011
Denver Publishing Institute, University of Denver July 2011 - August 2011
St. Olaf College September 2010 - May 2011
Statistics 110 September 2010 - May 2011
St. Olaf College September 2010 - December 2010
St Olaf College January 2008 - May 2010
Education
St. Olaf College 2007 — 2011
B.A., Political Science
Janus Capital Group December 2014 - Present
Janus Capital Group January 2013 - December 2014
Northwestern Mutual January 2012 - December 2012
Love Publishing Company 2011 - January 2012
Northwestern Mutual Life June 2011 - October 2011
Denver Publishing Institute, University of Denver July 2011 - August 2011
St. Olaf College September 2010 - May 2011
Statistics 110 September 2010 - May 2011
St. Olaf College September 2010 - December 2010
St Olaf College January 2008 - May 2010
Education
St. Olaf College 2007 — 2011
B.A., Political Science
Mary Lee Odem, CLU, ChFC, CASL Mary Lee Odem, CLU, ChFC, CASL's Northwestern Mutual Experience September 2013 - Present
Job Assistant Director, Planning and Sales Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2013 - Present
Northwestern Mutual January 2005 - August 2013
Northwestern Mutual November 2001 - January 2005
Morgan Stanley Smith Barney November 1999 - October 2001
Thomas Cook North America November 1998 - November 1999
Strong Capital Management November 1997 - November 1998
Skills
Retirement Planning, Series 7, Retirement, Series 63, Fixed Annuities, Strategic Financial..., Securities, Mutual Funds, Life Insurance, Wealth Management, Finance, Asset Allocation, Disability Insurance, FINRA, Financial Planning, Insurance, Investment Advisory, Investments, Leadership, Strategic Planning
Education
St. Norbert College 1992 — 1996
Bachelor of Business Administration, Business
Northwestern Mutual September 2013 - Present
Northwestern Mutual January 2005 - August 2013
Northwestern Mutual November 2001 - January 2005
Morgan Stanley Smith Barney November 1999 - October 2001
Thomas Cook North America November 1998 - November 1999
Strong Capital Management November 1997 - November 1998
Skills
Retirement Planning, Series 7, Retirement, Series 63, Fixed Annuities, Strategic Financial..., Securities, Mutual Funds, Life Insurance, Wealth Management, Finance, Asset Allocation, Disability Insurance, FINRA, Financial Planning, Insurance, Investment Advisory, Investments, Leadership, Strategic Planning
Education
St. Norbert College 1992 — 1996
Bachelor of Business Administration, Business
Jason Muenster Jason Muenster's Northwestern Mutual Experience June 2001 - June 2004
Job Managing Director at Patina Solutions
Industry Management Consulting
Experience
Patina Solutions September 2014 - Present
CP Center 2014 - 2015
CP Center 2014 - 2015
CP Center 2014 - 2015
Cornerstone Business Services May 2005 - September 2014
Cornerstone Business Services, Inc July 2004 - May 2005
Northwestern Mutual June 2001 - June 2004
Skills
Mergers & Acquisitions, Mergers, Valuation, Investments, Due Diligence, Marketing, Financial Modeling, Strategic Financial..., Sales, Strategic Planning, Business Development, Building Relationships, Finance, Negotiation, Financial Analysis, Business Valuation, Risk Management, Small Business, Management, Real Estate, Business Planning, Entrepreneurship, Start-ups, Investment Banking, Private Equity, M&A experience
Education
St. Norbert College 1997 — 2001
Bachelors, Business Administration, Economics
St. Norbert College 1997 — 2001
Business Administration and Management, General
Patina Solutions September 2014 - Present
CP Center 2014 - 2015
CP Center 2014 - 2015
CP Center 2014 - 2015
Cornerstone Business Services May 2005 - September 2014
Cornerstone Business Services, Inc July 2004 - May 2005
Northwestern Mutual June 2001 - June 2004
Skills
Mergers & Acquisitions, Mergers, Valuation, Investments, Due Diligence, Marketing, Financial Modeling, Strategic Financial..., Sales, Strategic Planning, Business Development, Building Relationships, Finance, Negotiation, Financial Analysis, Business Valuation, Risk Management, Small Business, Management, Real Estate, Business Planning, Entrepreneurship, Start-ups, Investment Banking, Private Equity, M&A experience
Education
St. Norbert College 1997 — 2001
Bachelors, Business Administration, Economics
St. Norbert College 1997 — 2001
Business Administration and Management, General
Devon Sczudlo Devon Sczudlo's Northwestern Mutual Experience May 2013 - September 2013
Job Staff Assistant at The Bonadio Group
Industry Accounting
Experience
The Bonadio Group December 2014 - Present
SUNY Fredonia May 2014 - December 2014
Stafford Recreation Company June 2014 - August 2014
SUNY Fredonia August 2013 - May 2014
Northwestern Mutual May 2013 - September 2013
VITA/TCE January 2013 - April 2013
Skills
Retirement Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Services, Accounting, Training, Sales, Tax, Management, Leadership, Strategic Financial..., Budgets, Financial Analysis, Finance, PowerPoint, Microsoft Excel, Financial Planning, Microsoft Office
Education
State University of New York College at Fredonia 2010 — 2014
Bachelor of Science (B.S.), Public Accountancy, Business Finance, and Economics, 3.56 out of 4.0
The Bonadio Group December 2014 - Present
SUNY Fredonia May 2014 - December 2014
Stafford Recreation Company June 2014 - August 2014
SUNY Fredonia August 2013 - May 2014
Northwestern Mutual May 2013 - September 2013
VITA/TCE January 2013 - April 2013
Skills
Retirement Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Services, Accounting, Training, Sales, Tax, Management, Leadership, Strategic Financial..., Budgets, Financial Analysis, Finance, PowerPoint, Microsoft Excel, Financial Planning, Microsoft Office
Education
State University of New York College at Fredonia 2010 — 2014
Bachelor of Science (B.S.), Public Accountancy, Business Finance, and Economics, 3.56 out of 4.0
Aaron Peterman Aaron Peterman's Northwestern Mutual Experience May 2010 - January 2011
Job Strategy/M&A Analyst at The Boeing Company
Industry Defense & Space
Experience
Boeing May 2013 - Present
Everyday Time Solutions, LLC November 2012 - January 2014
Boeing May 2012 - November 2012
Mizzou Rec August 2011 - May 2012
Skyline Design Company May 2011 - November 2011
letsbegreat.com December 2010 - August 2011
Northwestern Mutual May 2010 - January 2011
Kerber, Eck, and Braeckel LLP August 2008 - May 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Sales, Customer Service, Financial Reporting, Event Planning, Business Strategy, Finance, Public Speaking, Leadership, Management, Project Management, Aerospace, Bloomberg, Social Networking, Contract Negotiation, Market Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Financial Services, Life Insurance, Supply Chain Management, Procurement, Process Improvement, Start-ups, Social Media Marketing, Time Management, Team Leadership, Analysis, Management Consulting
Education
Stanford University 2014 — 2016
Strategic Decision and Risk Management
Thunderbird School of Global Management 2014 — 2014
Executive Certificate, Global Business
University of Missouri-Columbia 2009 — 2013
B.S., Business Administration
American Council on Exercise 2012 — 2012
Certified Personal Trainer, Sports and Exercise
Chongqing Technology and Business University 2011 — 2011
International Business
University of Alicante 2011 — 2011
International Business
Sacred Heart Griffin High School 2005 — 2009
Boeing May 2013 - Present
Everyday Time Solutions, LLC November 2012 - January 2014
Boeing May 2012 - November 2012
Mizzou Rec August 2011 - May 2012
Skyline Design Company May 2011 - November 2011
letsbegreat.com December 2010 - August 2011
Northwestern Mutual May 2010 - January 2011
Kerber, Eck, and Braeckel LLP August 2008 - May 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Sales, Customer Service, Financial Reporting, Event Planning, Business Strategy, Finance, Public Speaking, Leadership, Management, Project Management, Aerospace, Bloomberg, Social Networking, Contract Negotiation, Market Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Financial Services, Life Insurance, Supply Chain Management, Procurement, Process Improvement, Start-ups, Social Media Marketing, Time Management, Team Leadership, Analysis, Management Consulting
Education
Stanford University 2014 — 2016
Strategic Decision and Risk Management
Thunderbird School of Global Management 2014 — 2014
Executive Certificate, Global Business
University of Missouri-Columbia 2009 — 2013
B.S., Business Administration
American Council on Exercise 2012 — 2012
Certified Personal Trainer, Sports and Exercise
Chongqing Technology and Business University 2011 — 2011
International Business
University of Alicante 2011 — 2011
International Business
Sacred Heart Griffin High School 2005 — 2009
Joshua Lehman Joshua Lehman's Northwestern Mutual Experience December 2011 - August 2015
Job Fundraising Specialist
Industry Marketing and Advertising
Experience
Junior Achievement of Greater Cleveland August 2015 - Present
Northwestern Mutual December 2011 - August 2015
The Paintball Club at The University of Akron October 2010 - May 2013
TPC Metals LLC April 2010 - December 2011
Skills
Email Marketing, Sales, Marketing, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Marketing Strategy, Microsoft Word, Market Research, Teamwork, Account Management, Building Relationships, Social Media Marketing, Social Media, Product Marketing, Social Networking
Education
The University of Akron 2006 — 2013
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, 3.879
Stark State College of Technology 2008 — 2010
Associate of Applied Business, Marketing Management, 3.91
Junior Achievement of Greater Cleveland August 2015 - Present
Northwestern Mutual December 2011 - August 2015
The Paintball Club at The University of Akron October 2010 - May 2013
TPC Metals LLC April 2010 - December 2011
Skills
Email Marketing, Sales, Marketing, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Marketing Strategy, Microsoft Word, Market Research, Teamwork, Account Management, Building Relationships, Social Media Marketing, Social Media, Product Marketing, Social Networking
Education
The University of Akron 2006 — 2013
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, 3.879
Stark State College of Technology 2008 — 2010
Associate of Applied Business, Marketing Management, 3.91
Carrie VanTassel Carrie VanTassel's Northwestern Mutual Experience October 2003 - September 2008
Job Pampered Chef Sales Consultant
Industry Retail
Experience
The Pampered Chef November 2011 - Present
Northwestern Mutual October 2003 - September 2008
Catskill Regional Medical Center June 2002 - October 2003
Education
State University of New York College at Brockport 1998 — 2002
The Pampered Chef November 2011 - Present
Northwestern Mutual October 2003 - September 2008
Catskill Regional Medical Center June 2002 - October 2003
Education
State University of New York College at Brockport 1998 — 2002
Lisa Bellenger's Northwestern Mutual Experience February 1998 - March 2005
Job Administrative Virtual Assistant | Financial Services | I Help Business Owners Increase Productivity and Save Money
Industry Financial Services
Experience
Lisa Bellenger January 2013 - Present
Best Friends For Kidz October 2013 - May 2014
Perry Financial Group September 2006 - May 2013
Cambridge Investment Research November 2009 - November 2012
Northwestern Mutual February 1998 - March 2005
Skills
Insurance, Commitment to Customer..., Customer Service, Office Management, Administration, Prioritize and manage..., Administrative..., Small Business, Leadership, Team Building, Florida Notary, System Administration, Finance, Retirement Planning, Time Management, Wealth Management, Sales, Life Insurance, Virtual Assistance, Administrative..., Open, trustworthy and..., 100% Ethical in all..., Highly organized, very..., Exceptional problem..., Strong track record of..., Estate Planning, Financial Services, Fixed Annuities, Management, Administrative..., Investments
Education
State University of New York College at Brockport 1991 — 1995
Bachelor of Arts, French
Institut de Touraine 1993 — 1993
French Language and Literature
Auburn High School 1987 — 1991
Lisa Bellenger January 2013 - Present
Best Friends For Kidz October 2013 - May 2014
Perry Financial Group September 2006 - May 2013
Cambridge Investment Research November 2009 - November 2012
Northwestern Mutual February 1998 - March 2005
Skills
Insurance, Commitment to Customer..., Customer Service, Office Management, Administration, Prioritize and manage..., Administrative..., Small Business, Leadership, Team Building, Florida Notary, System Administration, Finance, Retirement Planning, Time Management, Wealth Management, Sales, Life Insurance, Virtual Assistance, Administrative..., Open, trustworthy and..., 100% Ethical in all..., Highly organized, very..., Exceptional problem..., Strong track record of..., Estate Planning, Financial Services, Fixed Annuities, Management, Administrative..., Investments
Education
State University of New York College at Brockport 1991 — 1995
Bachelor of Arts, French
Institut de Touraine 1993 — 1993
French Language and Literature
Auburn High School 1987 — 1991
Timothy Waren Timothy Waren's Northwestern Mutual Experience June 2006 - January 2007
Job Student at St. Thomas University School of Law
Industry Law Practice
Experience
St. Thomas University December 2009 - Present
Miami Heat August 2008 - Present
Northwestern Mutual June 2006 - January 2007
Skills
Sports, International Relations, Project Management, Securities
Education
St. Thomas University 2008 — 2010
Masters of Business Administration
St. Thomas University School of Law 2007 — 2010
JD
University of Miami 2005 — 2007
B.A., American Studies, English, Art History, Chemistry
St. Thomas University December 2009 - Present
Miami Heat August 2008 - Present
Northwestern Mutual June 2006 - January 2007
Skills
Sports, International Relations, Project Management, Securities
Education
St. Thomas University 2008 — 2010
Masters of Business Administration
St. Thomas University School of Law 2007 — 2010
JD
University of Miami 2005 — 2007
B.A., American Studies, English, Art History, Chemistry
WILLIAM STEEN's Northwestern Mutual Experience December 2012 - March 2014
Job Project Manager at Point West Engineering
Industry Civil Engineering
Experience
Point West Engineering & Construction March 2014 - Present
Northwestern Mutual December 2012 - March 2014
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Microsoft Word, Project Management, Health Insurance, Underwriting, PowerPoint, Team Building, New Business Development, Property & Casualty..., Process Improvement, Sales, Forecasting, Investments, Management, Marketing, Budgets, Coaching, Business Planning, Marketing Strategy, Sales Management, Small Business, Strategy, Finance, Fixed Annuities
Education
St. Petersburg College 1989 — 1992
H. B. Plant High School 1986 — 1989
Point West Engineering & Construction March 2014 - Present
Northwestern Mutual December 2012 - March 2014
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Microsoft Word, Project Management, Health Insurance, Underwriting, PowerPoint, Team Building, New Business Development, Property & Casualty..., Process Improvement, Sales, Forecasting, Investments, Management, Marketing, Budgets, Coaching, Business Planning, Marketing Strategy, Sales Management, Small Business, Strategy, Finance, Fixed Annuities
Education
St. Petersburg College 1989 — 1992
H. B. Plant High School 1986 — 1989
Adina Tecklu Adina Tecklu's Northwestern Mutual Experience June 2011 - September 2011
Job Implementation Manager at Zenefits
Industry Information Technology and Services
Experience
Zenefits October 2014 - Present
Oracle July 2013 - October 2014
The Stanford Fund September 2012 - June 2013
Morgan Stanley June 2012 - August 2012
Redmile Group, LLC June 2011 - September 2011
Northwestern Mutual June 2011 - September 2011
Stanford Center for Education Policy Analysis (CEPA) March 2011 - April 2011
Skills
Marketing, Research, Public Speaking, Analysis, Management, Data Analysis, PowerPoint, Social Media, Training, Market Research, Sales, Microsoft Excel, Event Planning, Web Applications, Recruiting, HR Software, Strategic HR, Sales Engineering, Oracle Applications, Social Media Marketing, Strategy, Strategic Planning, Community Outreach, SaaS, Consulting
Education
Stanford University 2009 — 2013
B.S. Science, Technology, and Society, Management Science and Engineering
Zenefits October 2014 - Present
Oracle July 2013 - October 2014
The Stanford Fund September 2012 - June 2013
Morgan Stanley June 2012 - August 2012
Redmile Group, LLC June 2011 - September 2011
Northwestern Mutual June 2011 - September 2011
Stanford Center for Education Policy Analysis (CEPA) March 2011 - April 2011
Skills
Marketing, Research, Public Speaking, Analysis, Management, Data Analysis, PowerPoint, Social Media, Training, Market Research, Sales, Microsoft Excel, Event Planning, Web Applications, Recruiting, HR Software, Strategic HR, Sales Engineering, Oracle Applications, Social Media Marketing, Strategy, Strategic Planning, Community Outreach, SaaS, Consulting
Education
Stanford University 2009 — 2013
B.S. Science, Technology, and Society, Management Science and Engineering
Nimira Sweet's Northwestern Mutual Experience March 2013 - Present
Job Set Team at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual March 2013 - Present
First Advantage October 2012 - March 2013
First Advantage Corporation April 2011 - March 2013
First Advantage January 2010 - March 2013
First Advantage January 2006 - March 2013
First Advantage March 2004 - March 2013
TJ Maxx April 2003 - March 2004
Skills
Screening, Account Management, Management, CRM, Benefits Administration, Training, Deferred Compensation, Call Centers, Customer Service, Process Improvement, Operations Management, Team Building
Education
St. Petersburg College 2004 — 2012
Associate Degree, Mathematics, Science
Northwestern Mutual March 2013 - Present
First Advantage October 2012 - March 2013
First Advantage Corporation April 2011 - March 2013
First Advantage January 2010 - March 2013
First Advantage January 2006 - March 2013
First Advantage March 2004 - March 2013
TJ Maxx April 2003 - March 2004
Skills
Screening, Account Management, Management, CRM, Benefits Administration, Training, Deferred Compensation, Call Centers, Customer Service, Process Improvement, Operations Management, Team Building
Education
St. Petersburg College 2004 — 2012
Associate Degree, Mathematics, Science
Erin Mulleady's Northwestern Mutual Experience May 2013 - June 2014
Job Production/Scheduling Coordinator at Green Bay Packaging
Industry Insurance
Experience
Green Bay Packaging July 2014 - Present
Northwestern Mutual May 2013 - June 2014
Merrill Lynch May 2012 - September 2012
Eagle River Golf Course April 2010 - August 2012
Rod and Gun Club May 2009 - August 2009
Coldwell Banker Mulleady Realtors February 2007 - August 2008
Skills
Marketing Strategy, Marketing Communications, Market Analysis, Event Planning, Spanish, Marketing Research, PowerPoint, Customer Driven, Interpersonal..., Team-oriented, Multi-tasked, Time Management, Leadership, Customer Service, Life Insurance, Disability Insurance, Long Term Care Insurance, Multi Tasking
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business
Universidad San Francisco de Quito
Spanish
Green Bay Packaging July 2014 - Present
Northwestern Mutual May 2013 - June 2014
Merrill Lynch May 2012 - September 2012
Eagle River Golf Course April 2010 - August 2012
Rod and Gun Club May 2009 - August 2009
Coldwell Banker Mulleady Realtors February 2007 - August 2008
Skills
Marketing Strategy, Marketing Communications, Market Analysis, Event Planning, Spanish, Marketing Research, PowerPoint, Customer Driven, Interpersonal..., Team-oriented, Multi-tasked, Time Management, Leadership, Customer Service, Life Insurance, Disability Insurance, Long Term Care Insurance, Multi Tasking
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business
Universidad San Francisco de Quito
Spanish
Lina Gingold Lina Gingold's Northwestern Mutual Experience October 2008 - Present
Job Financial Representative Assistant at Northwestern Mutual
Industry Public Relations and Communications
Experience
Northwestern Mutual October 2008 - Present
McKinsey & Company 2000 - 2001
Education
State University of New York at New Paltz 1990 — 1991
Northwestern Mutual October 2008 - Present
McKinsey & Company 2000 - 2001
Education
State University of New York at New Paltz 1990 — 1991
Warner Shue III - ALMI, ACS Warner Shue III - ALMI, ACS's Northwestern Mutual Experience February 2013 - September 2013
Job Life Underwriter at AXA US
Industry Insurance
Karl Hylle Karl Hylle's Northwestern Mutual Experience June 2009 - February 2011
Job Owner at Hylle International
Industry Computer Software
Experience
Hylle International September 2012 - Present
Symmetry Solutions Inc February 2013 - April 2013
Symmetry Solutions June 2012 - February 2013
Northwestern Mutual June 2009 - February 2011
Skills
Sales, Sales Operations, Marketing
Education
St. Olaf College 2006 — 2010
Economics, Finance
The Breck School
Hylle International September 2012 - Present
Symmetry Solutions Inc February 2013 - April 2013
Symmetry Solutions June 2012 - February 2013
Northwestern Mutual June 2009 - February 2011
Skills
Sales, Sales Operations, Marketing
Education
St. Olaf College 2006 — 2010
Economics, Finance
The Breck School
Sarah Kositzke Sarah Kositzke's Northwestern Mutual Experience September 2011 - February 2014
Job Sr Market Research Manager at ULTA Beauty
Industry Market Research
Experience
ULTA Beauty September 2015 - Present
ULTA Beauty February 2014 - August 2015
Northwestern Mutual September 2011 - February 2014
The Mark Travel Corporation October 2010 - September 2011
The Dieringer Research Group December 2009 - September 2010
American Society for Quality September 2006 - December 2009
Kohler Co. May 2005 - August 2006
National Electronics Warranty February 2004 - May 2005
NAHB Research Center October 2001 - February 2004
Skills
Market Research, Data Analysis, SPSS, Organization, Leadership, Project Management, Vendor Relationship..., Client Counseling, Teamwork, Presentations, Consulting, Cost Benefit, Department Budgeting, Market Research Reports, Analytics, Quantitative Research
Education
University of Baltimore 2004 — 2005
MBA, Some Market Research
St. Norbert College 1997 — 2000
BA, Business
Marion High School 1993 — 1997
Diploma, High School Education
ULTA Beauty September 2015 - Present
ULTA Beauty February 2014 - August 2015
Northwestern Mutual September 2011 - February 2014
The Mark Travel Corporation October 2010 - September 2011
The Dieringer Research Group December 2009 - September 2010
American Society for Quality September 2006 - December 2009
Kohler Co. May 2005 - August 2006
National Electronics Warranty February 2004 - May 2005
NAHB Research Center October 2001 - February 2004
Skills
Market Research, Data Analysis, SPSS, Organization, Leadership, Project Management, Vendor Relationship..., Client Counseling, Teamwork, Presentations, Consulting, Cost Benefit, Department Budgeting, Market Research Reports, Analytics, Quantitative Research
Education
University of Baltimore 2004 — 2005
MBA, Some Market Research
St. Norbert College 1997 — 2000
BA, Business
Marion High School 1993 — 1997
Diploma, High School Education
Matt Wafle Matt Wafle's Northwestern Mutual Experience August 2014 - Present
Job Field System Financial Consultant at Northwestern Mutual
Industry Hospital & Health Care
Experience
Northwestern Mutual August 2014 - Present
Hammes Company April 2010 - August 2014
Hammes Company July 2005 - April 2010
Merrill Lynch July 1999 - July 2005
U.S. Army Reserve 1994 - 1998
Skills
Financial Analysis, Investments, Budgets, Asset Managment, Microsoft Excel, Forecasting, Risk Management, Microsoft Office, Analysis, Real Estate, Underwriting, Argus Modeling, Real Estate Economics, Capital Markets, Contract Negotiation, Property Management, Disposition, Commercial Real Estate, Investment Properties, Real Estate Development, Asset Management, Negotiation
Education
University of Wisconsin-Milwaukee - School of Business Administration 2003 — 2005
MBA, Financial Strategies
St. Norbert College 1995 — 1999
BBA, Economics Minor
Northwestern Mutual August 2014 - Present
Hammes Company April 2010 - August 2014
Hammes Company July 2005 - April 2010
Merrill Lynch July 1999 - July 2005
U.S. Army Reserve 1994 - 1998
Skills
Financial Analysis, Investments, Budgets, Asset Managment, Microsoft Excel, Forecasting, Risk Management, Microsoft Office, Analysis, Real Estate, Underwriting, Argus Modeling, Real Estate Economics, Capital Markets, Contract Negotiation, Property Management, Disposition, Commercial Real Estate, Investment Properties, Real Estate Development, Asset Management, Negotiation
Education
University of Wisconsin-Milwaukee - School of Business Administration 2003 — 2005
MBA, Financial Strategies
St. Norbert College 1995 — 1999
BBA, Economics Minor
Jack Hotaling's Northwestern Mutual Experience May 2013 - December 2014
Job Financial Representative
Industry Financial Services
Experience
Northwestern Mutual May 2013 - December 2014
Skills
Investments, Financial Analysis, Finance, Financial Planning, Insurance, Retirement Planning, Customer Service, Microsoft Excel, Leadership, Risk Management
Education
State University of New York College at Brockport 2011 — 2015
Bachelor of Science (B.Sc.), Finance (major), Economics (minor)
Northwestern Mutual May 2013 - December 2014
Skills
Investments, Financial Analysis, Finance, Financial Planning, Insurance, Retirement Planning, Customer Service, Microsoft Excel, Leadership, Risk Management
Education
State University of New York College at Brockport 2011 — 2015
Bachelor of Science (B.Sc.), Finance (major), Economics (minor)
Eric Manser Eric Manser's Northwestern Mutual Experience July 2015 - August 2015
Job Active senior at the University at Buffalo
Industry Financial Services
Experience
Northwestern Mutual July 2015 - August 2015
Label 7 Napa Eatery and Bar November 2011 - August 2015
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, Accounting, PowerPoint, Research, Customer Service, English, Teamwork, Financial Accounting, Marketing, Management, Financial Reporting, Financial Planning, Microsoft Access
Education
State University of New York at Buffalo - School of Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Pittsford Sutherland High School 2008 — 2012
High School
Northwestern Mutual July 2015 - August 2015
Label 7 Napa Eatery and Bar November 2011 - August 2015
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, Accounting, PowerPoint, Research, Customer Service, English, Teamwork, Financial Accounting, Marketing, Management, Financial Reporting, Financial Planning, Microsoft Access
Education
State University of New York at Buffalo - School of Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Pittsford Sutherland High School 2008 — 2012
High School
Kayla Gisbrecht's Northwestern Mutual Experience May 2013 - Present
Job Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2013 - Present
Northwestern Mutual March 2012 - May 2013
Cedarburg Parks and Recreation Department April 2003 - November 2012
St. Norbert College September 2009 - May 2011
Capital Radio February 2010 - April 2010
Skills
Financial Analysis, Client Services, Account Management, Marketing, Leadership, Sales
Education
St. Norbert College 2007 — 2011
Bachelor of Arts, Communication and Media Studies, English Minor
Foundation for International Education 2010 — 2010
Communication
Northwestern Mutual May 2013 - Present
Northwestern Mutual March 2012 - May 2013
Cedarburg Parks and Recreation Department April 2003 - November 2012
St. Norbert College September 2009 - May 2011
Capital Radio February 2010 - April 2010
Skills
Financial Analysis, Client Services, Account Management, Marketing, Leadership, Sales
Education
St. Norbert College 2007 — 2011
Bachelor of Arts, Communication and Media Studies, English Minor
Foundation for International Education 2010 — 2010
Communication
Nate Verbracken Nate Verbracken's Northwestern Mutual Experience May 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Onemain Financial August 2013 - March 2015
Merrill Lynch January 2012 - February 2012
Royal Credit Union - RCU May 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking
Education
St. Olaf College 2008 — 2012
Economics, Finance, General
Northwestern Mutual May 2015 - Present
Onemain Financial August 2013 - March 2015
Merrill Lynch January 2012 - February 2012
Royal Credit Union - RCU May 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking
Education
St. Olaf College 2008 — 2012
Economics, Finance, General
Erin Wold's Northwestern Mutual Experience June 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
St. Olaf College September 2012 - Present
Media Relations, Inc. October 2014 - December 2014
Sports Camps Unlimited June 2012 - August 2014
St. Olaf College September 2012 - February 2014
St. Olaf College September 2012 - February 2014
Skills
Management, Microsoft Word, Research, PowerPoint, Leadership, Microsoft Office, Google Adwords, Project Management, Time Management, Communication
Education
St. Olaf College 2012 — 2016
Bachelor's degree, Psychology
Edina High School 2009 — 2012
Northwestern Mutual June 2015 - Present
St. Olaf College September 2012 - Present
Media Relations, Inc. October 2014 - December 2014
Sports Camps Unlimited June 2012 - August 2014
St. Olaf College September 2012 - February 2014
St. Olaf College September 2012 - February 2014
Skills
Management, Microsoft Word, Research, PowerPoint, Leadership, Microsoft Office, Google Adwords, Project Management, Time Management, Communication
Education
St. Olaf College 2012 — 2016
Bachelor's degree, Psychology
Edina High School 2009 — 2012
Katty Soto Katty Soto's Northwestern Mutual Experience June 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Project M.O. R. E January 2011 - May 2015
Skills
Customer Service, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Social Networking
Education
State University of New York at New Paltz 2010 — 2014
Bachelor of Psychology, Psychology
Northwestern Mutual June 2015 - Present
Project M.O. R. E January 2011 - May 2015
Skills
Customer Service, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Social Networking
Education
State University of New York at New Paltz 2010 — 2014
Bachelor of Psychology, Psychology
Lawrence Su Lawrence Su's Northwestern Mutual Experience September 2010 - Present
Job Field Director / Financial Representative
Industry Financial Services
Experience
Northwestern Mutual September 2010 - Present
Education
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Northwestern Mutual September 2010 - Present
Education
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Jordan Baker Jordan Baker's Northwestern Mutual Experience May 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Skaleski Moving and Storage Incorporated June 2014 - August 2014
Joe's Lawn Service June 2011 - August 2013
Skills
Time Management, Teamwork, Social Media, Microsoft Word, Leadership, Microsoft Excel, Team Leadership, Customer Service, Microsoft Office, Research, Management, PowerPoint, Coaching, Public Speaking, Team Building, Communication, Financial Planning, Life Insurance, Disability Insurance, Social Networking, Finance
Education
St. Norbert College 2011 — 2015
Bachelor's Degree, Business Administration with a Concentration in Finance
Cedarville High School 2008 — 2011
Northwestern Mutual May 2015 - Present
Skaleski Moving and Storage Incorporated June 2014 - August 2014
Joe's Lawn Service June 2011 - August 2013
Skills
Time Management, Teamwork, Social Media, Microsoft Word, Leadership, Microsoft Excel, Team Leadership, Customer Service, Microsoft Office, Research, Management, PowerPoint, Coaching, Public Speaking, Team Building, Communication, Financial Planning, Life Insurance, Disability Insurance, Social Networking, Finance
Education
St. Norbert College 2011 — 2015
Bachelor's Degree, Business Administration with a Concentration in Finance
Cedarville High School 2008 — 2011
Denise Frueh's Northwestern Mutual Experience June 2013 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2013 - Present
MRW Financial, Inc. April 2010 - June 2013
Skills
Insurance, Disability Insurance, Life Insurance, Long Term Care Insurance, Public Speaking, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Term Life Insurance, Series 6, Team Building, Leadership
Education
St. Petersburg College 2012 — 2014
Associate of Arts (A.A.), Business Adminstration and Management, G.P.A. 3.5
Northwestern Mutual June 2013 - Present
MRW Financial, Inc. April 2010 - June 2013
Skills
Insurance, Disability Insurance, Life Insurance, Long Term Care Insurance, Public Speaking, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Term Life Insurance, Series 6, Team Building, Leadership
Education
St. Petersburg College 2012 — 2014
Associate of Arts (A.A.), Business Adminstration and Management, G.P.A. 3.5
Mandie Connell Mandie Connell's Northwestern Mutual Experience June 2012 - August 2012
Job Account and Loan Representative
Industry Banking
Experience
TEG Federal Credit Union June 2014 - Present
Murphys Restaurant January 2012 - Present
Novellas January 2014 - May 2014
Birchyard LLC 2013 - 2013
Northwestern Mutual June 2012 - August 2012
The Pasta Factory June 2011 - August 2011
Skills
Microsoft Office, Mac OS, Time Management, Microsoft Word, Microsoft Excel, Public Relations, SPSS, Pro Tools, Windows XP, Interpersonal..., Marketing, Public Speaking, Avid Media Composer, Audio Prduction, MailChimp, Social Networking
Education
SUNY New Paltz 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
University of Limerick 2012 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
TEG Federal Credit Union June 2014 - Present
Murphys Restaurant January 2012 - Present
Novellas January 2014 - May 2014
Birchyard LLC 2013 - 2013
Northwestern Mutual June 2012 - August 2012
The Pasta Factory June 2011 - August 2011
Skills
Microsoft Office, Mac OS, Time Management, Microsoft Word, Microsoft Excel, Public Relations, SPSS, Pro Tools, Windows XP, Interpersonal..., Marketing, Public Speaking, Avid Media Composer, Audio Prduction, MailChimp, Social Networking
Education
SUNY New Paltz 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
University of Limerick 2012 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Mitch Hyman Mitch Hyman's Northwestern Mutual Experience December 2010 - September 2011
Job Senior Articles Editor for the St. Thomas Law Review
Industry Law Practice
Experience
St Thomas University School of Law August 2015 - Present
Florida Office of the Attorney General May 2015 - August 2015
St Thomas University School of Law February 2015 - August 2015
The Honorable Carol-Lisa Phillips, 17th Judicial Circuit May 2014 - August 2014
Hilton Worldwide September 2012 - August 2013
M&D International Distributors June 2012 - August 2012
Northwestern Mutual December 2010 - September 2011
Aqua East Surf Shop June 2008 - March 2009
Skills
Public Speaking, Corporate Law, Legal Research, Bitcoin, Coaching & Mentoring, Contract Negotiation, Regulatory Compliance, Community Engagement, Customer Service, Manage Client..., Tax Law, Contract Law, Legal Writing, Team Leadership, Marketing Strategy, Sales Presentations, Document Review, Customer Retention, Inventory Management, Sales Management, Document Drafting, Bluebook, PowerPoint, Microsoft Excel, Microsoft Word, Mac OS
Education
St. Thomas University School of Law 2013 — 2016
Juris Doctor (J.D.)
University of North Florida 2007 — 2012
Business Administration, International Business Management; Minor in Finance and Spanish
Universidad Rey Juan Carlos 2011 — 2011
International Business Management, Tourism Marketing, International Economics, Spanish
St Thomas University School of Law August 2015 - Present
Florida Office of the Attorney General May 2015 - August 2015
St Thomas University School of Law February 2015 - August 2015
The Honorable Carol-Lisa Phillips, 17th Judicial Circuit May 2014 - August 2014
Hilton Worldwide September 2012 - August 2013
M&D International Distributors June 2012 - August 2012
Northwestern Mutual December 2010 - September 2011
Aqua East Surf Shop June 2008 - March 2009
Skills
Public Speaking, Corporate Law, Legal Research, Bitcoin, Coaching & Mentoring, Contract Negotiation, Regulatory Compliance, Community Engagement, Customer Service, Manage Client..., Tax Law, Contract Law, Legal Writing, Team Leadership, Marketing Strategy, Sales Presentations, Document Review, Customer Retention, Inventory Management, Sales Management, Document Drafting, Bluebook, PowerPoint, Microsoft Excel, Microsoft Word, Mac OS
Education
St. Thomas University School of Law 2013 — 2016
Juris Doctor (J.D.)
University of North Florida 2007 — 2012
Business Administration, International Business Management; Minor in Finance and Spanish
Universidad Rey Juan Carlos 2011 — 2011
International Business Management, Tourism Marketing, International Economics, Spanish
Steve Secor's Northwestern Mutual Experience 2002 - 2004
Job Advertising Consultant at Autotrader
Industry Automotive
Experience
Autotrader.com 2014 - 2015
Poughkeepsie Journal 2005 - 2014
The Daily Freeman 2004 - 2005
Northwestern Mutual 2002 - 2004
Times Herald-Record 1998 - 2002
Skills
Print advertising, Online Advertising, New Business Development, Customer Service, Advertising Sales, Sales Management, Sales, Press Releases, Journalism, Digital Media, Advertising, Newspapers, Selling, Marketing Communications, Inserts, Online Marketing, Email Marketing, Social Media, Social Networking, Newspaper, Digital Marketing, Social Media Marketing, Salesforce.com
Education
State University of New York at New Paltz 1994 — 1998
Bachelor's, Communications
Autotrader.com 2014 - 2015
Poughkeepsie Journal 2005 - 2014
The Daily Freeman 2004 - 2005
Northwestern Mutual 2002 - 2004
Times Herald-Record 1998 - 2002
Skills
Print advertising, Online Advertising, New Business Development, Customer Service, Advertising Sales, Sales Management, Sales, Press Releases, Journalism, Digital Media, Advertising, Newspapers, Selling, Marketing Communications, Inserts, Online Marketing, Email Marketing, Social Media, Social Networking, Newspaper, Digital Marketing, Social Media Marketing, Salesforce.com
Education
State University of New York at New Paltz 1994 — 1998
Bachelor's, Communications
Eileen LaPann Eileen LaPann's Northwestern Mutual Experience August 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
Northwestern Mutual August 2013 - Present
Buffalo State College September 2009 - May 2013
Buffalo State College, Orientation Office August 2011 - August 2012
Buffalo State College, Resident Life Office January 2011 - August 2012
Skills
Strategic Financial..., Wealth Accumulation..., Life Insurance, Disability Insurance, Leadership, Public Speaking, Marketing, Critical Thinking, Positive Can-do Attitude, Volunteering, Management, Creative Problem Solving, Communication Skills, Student Development, Communication, Financial Planning, Time Management
Education
University of Nottingham 2012 — 2013
Student Exchange Program, Business Administration and Management, General, Senior Year
State University of New York College at Buffalo 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Glens Falls High School 2005 — 2009
Adirondack Community College
Adirondack Community College
Northwestern Mutual August 2013 - Present
Buffalo State College September 2009 - May 2013
Buffalo State College, Orientation Office August 2011 - August 2012
Buffalo State College, Resident Life Office January 2011 - August 2012
Skills
Strategic Financial..., Wealth Accumulation..., Life Insurance, Disability Insurance, Leadership, Public Speaking, Marketing, Critical Thinking, Positive Can-do Attitude, Volunteering, Management, Creative Problem Solving, Communication Skills, Student Development, Communication, Financial Planning, Time Management
Education
University of Nottingham 2012 — 2013
Student Exchange Program, Business Administration and Management, General, Senior Year
State University of New York College at Buffalo 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Glens Falls High School 2005 — 2009
Adirondack Community College
Adirondack Community College
Jon Menzel's Northwestern Mutual Experience August 2014 - September 2015
Job AppleCare at Home Advisor at Apple
Industry Marketing and Advertising
Experience
Apple September 2015 - Present
Katz Properties April 2014 - Present
Northwestern Mutual August 2014 - September 2015
The Green Kitchen March 2014 - August 2014
ProHealth Care February 2009 - August 2012
Skills
Project Management, Time Management, Property Management, Entrepreneurship, Marketing, Customer Service, Healthcare, Microsoft Word, OS X, PowerPoint, Microsoft Excel, Social Media, Event Planning, Leadership, Teamwork, Social Networking, Research, Facebook, Social Media Marketing, Data Entry, Presentations
Education
University of Wisconsin-Milwaukee 2014 — 2016
Marketing, Business
St. Norbert College 2012 — 2013
Business Administration and Management, General
Apple September 2015 - Present
Katz Properties April 2014 - Present
Northwestern Mutual August 2014 - September 2015
The Green Kitchen March 2014 - August 2014
ProHealth Care February 2009 - August 2012
Skills
Project Management, Time Management, Property Management, Entrepreneurship, Marketing, Customer Service, Healthcare, Microsoft Word, OS X, PowerPoint, Microsoft Excel, Social Media, Event Planning, Leadership, Teamwork, Social Networking, Research, Facebook, Social Media Marketing, Data Entry, Presentations
Education
University of Wisconsin-Milwaukee 2014 — 2016
Marketing, Business
St. Norbert College 2012 — 2013
Business Administration and Management, General
Jennifer Herrman's Northwestern Mutual Experience March 2015 - September 2015
Job Financial Representative Intern at Northwestern Mutual
Industry Financial Services
Experience
Enactus United States April 2015 - Present
Salon Eleganza June 2013 - Present
Northwestern Mutual March 2015 - September 2015
Fredonia October 2014 - May 2015
Skills
Outlook, Facebook, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Technologies, Strategic Communications, Public Speaking, Web Development, Team Leadership, Entrepreneurship, Microsoft SQL Server, Visual Basic, Receptionist Duties, Inventory Management, Social Media, Time Management
Education
State University of New York College at Fredonia 2012 — 2016
Bachelor of Science in Business Administration, Marketing, Leadership Studies, and Computer Information Systems, Deans List every semester; 3.63
Gates Chili High School 2008 — 2012
High School Diploma
Enactus United States April 2015 - Present
Salon Eleganza June 2013 - Present
Northwestern Mutual March 2015 - September 2015
Fredonia October 2014 - May 2015
Skills
Outlook, Facebook, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Technologies, Strategic Communications, Public Speaking, Web Development, Team Leadership, Entrepreneurship, Microsoft SQL Server, Visual Basic, Receptionist Duties, Inventory Management, Social Media, Time Management
Education
State University of New York College at Fredonia 2012 — 2016
Bachelor of Science in Business Administration, Marketing, Leadership Studies, and Computer Information Systems, Deans List every semester; 3.63
Gates Chili High School 2008 — 2012
High School Diploma
Clayton Jeffers Clayton Jeffers's Northwestern Mutual Experience January 2014 - March 2014
Job Student at University of South Florida
Industry Financial Services
Experience
Northwestern Mutual January 2014 - March 2014
TradeWinds Island Resorts July 2010 - July 2011
Achieva Credit Union June 2010 - May 2011
Skills
Microsoft Office 2010, Microsoft Office 2007, Telephone Skills, Microsoft Office 2003, Windows 7, Office 2010, Windows Server, Data Entry
Education
University of South Florida 2012 — 2015
Bachelor's Degree, Finace
St. Petersburg College 2010 — 2012
Northwestern Mutual January 2014 - March 2014
TradeWinds Island Resorts July 2010 - July 2011
Achieva Credit Union June 2010 - May 2011
Skills
Microsoft Office 2010, Microsoft Office 2007, Telephone Skills, Microsoft Office 2003, Windows 7, Office 2010, Windows Server, Data Entry
Education
University of South Florida 2012 — 2015
Bachelor's Degree, Finace
St. Petersburg College 2010 — 2012
Kelly Levenhagen Kelly Levenhagen's Northwestern Mutual Experience May 2012 - January 2013
Job Advancement Officer Annual Fund, Special Events, and Volunteer Relations at Brookfield Academy
Industry Nonprofit Organization Management
Experience
Brookfield Academy June 2013 - Present
Inspirio Youth Ministries November 2012 - December 2013
Northwestern Mutual May 2012 - January 2013
St. Norbert College March 2010 - May 2012
St. Norbert College Advancement Office September 2008 - May 2012
Nativity Jesuit Middle School July 2011 - August 2011
St. Norbert College August 2008 - May 2009
Skills
Team Building, Team Leadership, Public Speaking, Marketing, Fundraising, Collaboration Solutions, Event Planning, Social Media, Research, Time Management, Communication, Group Presentations, Problem Solving
Education
St. Norbert College 2008 — 2012
Bachelors Degree, Communication and Media Studies
University of the Sunshine Coast 2011 — 2011
Divine Savior Holy Angels High School 2004 — 2008
High School
Brookfield Academy June 2013 - Present
Inspirio Youth Ministries November 2012 - December 2013
Northwestern Mutual May 2012 - January 2013
St. Norbert College March 2010 - May 2012
St. Norbert College Advancement Office September 2008 - May 2012
Nativity Jesuit Middle School July 2011 - August 2011
St. Norbert College August 2008 - May 2009
Skills
Team Building, Team Leadership, Public Speaking, Marketing, Fundraising, Collaboration Solutions, Event Planning, Social Media, Research, Time Management, Communication, Group Presentations, Problem Solving
Education
St. Norbert College 2008 — 2012
Bachelors Degree, Communication and Media Studies
University of the Sunshine Coast 2011 — 2011
Divine Savior Holy Angels High School 2004 — 2008
High School
Chris Andrews, CFP®, CLU®, CLTC Chris Andrews, CFP®, CLU®, CLTC's Northwestern Mutual Experience January 2010 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2010 - Present
Northwestern Mutual Financial Network July 2007 - February 2010
Triage Consulting Group July 2004 - July 2007
Education
Stanford University 2000 — 2004
BA, Classics (Honors)
Rowland Hall St. Mark's 1996 — 2000
Northwestern Mutual January 2010 - Present
Northwestern Mutual Financial Network July 2007 - February 2010
Triage Consulting Group July 2004 - July 2007
Education
Stanford University 2000 — 2004
BA, Classics (Honors)
Rowland Hall St. Mark's 1996 — 2000
Chrissy Ortolano's Northwestern Mutual Experience March 2015 - Present
Job Recruiter at Northwestern Mutual
Industry Marketing and Advertising
Experience
Northwestern Mutual March 2015 - Present
Rookies on the Lake May 2012 - Present
Dex Media, Inc. April 2014 - March 2015
DFT Communications August 2013 - December 2013
Skills
Leadership, Positive Team Player, Independence, Competitive, Quick Learner, Innovative, Highly personable, Marketing, Public Relations, Multi Tasking, Social Media, Time Management, Social Networking, Advertising, Teamwork, Social Media Marketing, Microsoft Office, Microsoft Excel, Public Speaking, Facebook, Customer Service, PowerPoint, Microsoft Word, Market Research
Education
State University of New York College at Fredonia 2009 — 2013
Bachelor of Science (B.S.), Marketing
Northwestern Mutual March 2015 - Present
Rookies on the Lake May 2012 - Present
Dex Media, Inc. April 2014 - March 2015
DFT Communications August 2013 - December 2013
Skills
Leadership, Positive Team Player, Independence, Competitive, Quick Learner, Innovative, Highly personable, Marketing, Public Relations, Multi Tasking, Social Media, Time Management, Social Networking, Advertising, Teamwork, Social Media Marketing, Microsoft Office, Microsoft Excel, Public Speaking, Facebook, Customer Service, PowerPoint, Microsoft Word, Market Research
Education
State University of New York College at Fredonia 2009 — 2013
Bachelor of Science (B.S.), Marketing
Jeremiah J. Johnson Jeremiah J. Johnson's Northwestern Mutual Experience March 2015 - Present
Job Director of Marketing and Client Communication with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2015 - Present
Ameriprise Financial Services, Inc. April 2005 - February 2015
Skills
Marketing, Marketing Strategy, Social Media Marketing, Marketing Communications, Marketing Management, Online Marketing, Email Marketing, Integrated Marketing, Program Management, Management, Cold Calling, Adaptation, Editing, Selling, Training, Data Analysis, Customer Service, Records Management, Program Evaluation, Summarizing Information, Temporary Placement, analyzing data, finding information, handling detail work, adapting new procedures, speaking to the public, writing..., entertaining people, collaborating ideas, setting work/committee..., planning..., planning organizational..., organizing tasks, prioritizing work, creating new ideas, meeting people, evaluating programs, editing work, promoting events, coordinating..., running meetings, maintaining accurate..., defining performance..., selling ideas, generating accounts, delegating..., teaching/instructing/tra..., proposing ideas, setting up..., Public Speaking
Education
St. Petersburg College
Operations Management and Supervision
University of South Florida
Business Administration and Management, General
Northwestern Mutual March 2015 - Present
Ameriprise Financial Services, Inc. April 2005 - February 2015
Skills
Marketing, Marketing Strategy, Social Media Marketing, Marketing Communications, Marketing Management, Online Marketing, Email Marketing, Integrated Marketing, Program Management, Management, Cold Calling, Adaptation, Editing, Selling, Training, Data Analysis, Customer Service, Records Management, Program Evaluation, Summarizing Information, Temporary Placement, analyzing data, finding information, handling detail work, adapting new procedures, speaking to the public, writing..., entertaining people, collaborating ideas, setting work/committee..., planning..., planning organizational..., organizing tasks, prioritizing work, creating new ideas, meeting people, evaluating programs, editing work, promoting events, coordinating..., running meetings, maintaining accurate..., defining performance..., selling ideas, generating accounts, delegating..., teaching/instructing/tra..., proposing ideas, setting up..., Public Speaking
Education
St. Petersburg College
Operations Management and Supervision
University of South Florida
Business Administration and Management, General
Chris Morehouse's Northwestern Mutual Experience May 2015 - Present
Job Financial Representative Intern at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Harpoon Eddies June 2011 - September 2014
Skills
Financial Analysis, Analysis, Budgets, Microsoft Excel, Finance, Facebook, Inventory Management, Insurance, Leadership, Microsoft Office, Microsoft Word, Management, Negotiation, Operations Management, Outlook, PowerPoint, Public Speaking, Quality Management, Quality Control, Risk Management, Strategic Planning, Sales, Social Media, Strategy, Sales Management, Teamwork, Time Management, Team Leadership, Underwriting, YouTube
Education
State University of New York College at Oswego 2013 — 2015
Bachelor’s Degree, Business Administration and Management, General, Senior
State University of New York at Delhi 2012 — 2013
Associate’s Degree, Business Administration and Management, General
Oneida High School 2008 — 2012
Northwestern Mutual May 2015 - Present
Harpoon Eddies June 2011 - September 2014
Skills
Financial Analysis, Analysis, Budgets, Microsoft Excel, Finance, Facebook, Inventory Management, Insurance, Leadership, Microsoft Office, Microsoft Word, Management, Negotiation, Operations Management, Outlook, PowerPoint, Public Speaking, Quality Management, Quality Control, Risk Management, Strategic Planning, Sales, Social Media, Strategy, Sales Management, Teamwork, Time Management, Team Leadership, Underwriting, YouTube
Education
State University of New York College at Oswego 2013 — 2015
Bachelor’s Degree, Business Administration and Management, General, Senior
State University of New York at Delhi 2012 — 2013
Associate’s Degree, Business Administration and Management, General
Oneida High School 2008 — 2012
Jacob Shelton's Northwestern Mutual Experience April 2015 - August 2015
Job Tutor at Tutor Doctor
Industry Marketing and Advertising
Experience
University of Denver September 2012 - Present
Northwestern Mutual April 2015 - August 2015
Tutor Doctor February 2015 - June 2015
ASI Business Group June 2013 - January 2015
Campus Entertainment Inc March 2013 - April 2013
Shamrock Building Materials March 2012 - August 2012
Jacob L Shelton Camps January 2010 - January 2012
Skills
Sports, Social Media, Sales, Event Planning, Facebook, Spanish, Entrepreneurship, Leadership, Teamwork
Education
University of Denver 2012 — 2016
International business, Business; Spanish
Stanford University
Universidad de Sevilla
Wilsonville High School (WHS)
Diploma
University of Denver September 2012 - Present
Northwestern Mutual April 2015 - August 2015
Tutor Doctor February 2015 - June 2015
ASI Business Group June 2013 - January 2015
Campus Entertainment Inc March 2013 - April 2013
Shamrock Building Materials March 2012 - August 2012
Jacob L Shelton Camps January 2010 - January 2012
Skills
Sports, Social Media, Sales, Event Planning, Facebook, Spanish, Entrepreneurship, Leadership, Teamwork
Education
University of Denver 2012 — 2016
International business, Business; Spanish
Stanford University
Universidad de Sevilla
Wilsonville High School (WHS)
Diploma
Alyssa Rogers Alyssa Rogers's Northwestern Mutual Experience November 2014 - Present
Job Financial Advisor Assistant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2014 - Present
CVS Pharmacy July 2011 - November 2014
Skills
Customer Service, Microsoft Office, PowerPoint, Analysis, Sales, Management, Troubleshooting, Process Improvement, Insurance, Networking, Financial Analysis, Strategic Planning, Microsoft Excel, Research, Risk Management, Accounting, Technical Support, Microsoft Word, Finance, Marketing, Pharmaceutical Industry, Pharmacy Automation
Education
Stark State College of Technology
Northwestern Mutual November 2014 - Present
CVS Pharmacy July 2011 - November 2014
Skills
Customer Service, Microsoft Office, PowerPoint, Analysis, Sales, Management, Troubleshooting, Process Improvement, Insurance, Networking, Financial Analysis, Strategic Planning, Microsoft Excel, Research, Risk Management, Accounting, Technical Support, Microsoft Word, Finance, Marketing, Pharmaceutical Industry, Pharmacy Automation
Education
Stark State College of Technology
Andrew Verfuerth's Northwestern Mutual Experience January 2013 - August 2013
Job Account Specialist
Industry Insurance
Experience
Aon Risk Solutions September 2013 - Present
Northwestern Mutual January 2013 - August 2013
Piggly Wiggly Midwest May 2009 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, Java, C, English, Team Leadership, Time Management, Leadership
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration
Howards Grove High School 2005 — 2009
Aon Risk Solutions September 2013 - Present
Northwestern Mutual January 2013 - August 2013
Piggly Wiggly Midwest May 2009 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, Java, C, English, Team Leadership, Time Management, Leadership
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration
Howards Grove High School 2005 — 2009
Tony Schutte Tony Schutte's Northwestern Mutual Experience June 2003 - September 2003
Job Helping Navigate Your Financial Future at EFS Advisors
Industry Financial Services
Experience
EFS Advisors February 2006 - Present
Enterprise Rent-A-Car February 2004 - January 2006
Northwestern Mutual June 2003 - September 2003
Skills
Series 6, Series 63, Series 65, Life & Health Insurance..., Investment Strategies, Financial Planning, 403 b, Pensions, Personal Finance, Personal Financial..., Retirement Planning, Retirement Savings, Wealth Management
Education
St. Olaf College 2000 — 2004
Bachelor of Arts (B.A.), Economics and Finance
EFS Advisors February 2006 - Present
Enterprise Rent-A-Car February 2004 - January 2006
Northwestern Mutual June 2003 - September 2003
Skills
Series 6, Series 63, Series 65, Life & Health Insurance..., Investment Strategies, Financial Planning, 403 b, Pensions, Personal Finance, Personal Financial..., Retirement Planning, Retirement Savings, Wealth Management
Education
St. Olaf College 2000 — 2004
Bachelor of Arts (B.A.), Economics and Finance
Lisa McClure Lisa McClure's Northwestern Mutual Experience September 2008 - June 2009
Job Office Manager at Toshiba Business Solutions
Industry Business Supplies and Equipment
Experience
Toshiba Business Solutions June 2009 - Present
Northwestern Mutual September 2008 - June 2009
Cashmore Investments March 2007 - March 2008
Skills
Management, Customer Service, Sales, Outlook, Team Leadership, Microsoft Excel, Negotiation, Microsoft Office, Marketing, Time Management
Education
State University of New York College at Fredonia
Bachelor of Science (BS), Business Administration and Management, General
Toshiba Business Solutions June 2009 - Present
Northwestern Mutual September 2008 - June 2009
Cashmore Investments March 2007 - March 2008
Skills
Management, Customer Service, Sales, Outlook, Team Leadership, Microsoft Excel, Negotiation, Microsoft Office, Marketing, Time Management
Education
State University of New York College at Fredonia
Bachelor of Science (BS), Business Administration and Management, General
Brad Badger Brad Badger's Northwestern Mutual Experience 2009 - 2012
Job Corporate Partnerships Manager at The Oakland Raiders
Industry Sports
Experience
Oakland Raiders March 2014 - Present
Denari Capital, LLC 2012 - 2013
Northwestern Mutual 2009 - 2012
NFL Players Association 1997 - 2008
Arizona Cardinals Football Club 2007 - 2007
Oakland Raiders 2002 - 2007
Minnesota Vikings Football, LLC 2000 - 2002
Washington Redskins 1997 - 2000
Skills
Leadership, Sports, Fundraising, Strategic Financial..., Public Speaking, Strategic Planning, Marketing, Financial Analysis, Sports Marketing, Social Media, Financial Modeling, Real Estate, Wealth Management, Customer Service, Sports Management, Portfolio Management
Education
Stanford University 1993 — 1997
Bachelor of Arts, Political Science
Corvallis High School 1989 — 1993
Oakland Raiders March 2014 - Present
Denari Capital, LLC 2012 - 2013
Northwestern Mutual 2009 - 2012
NFL Players Association 1997 - 2008
Arizona Cardinals Football Club 2007 - 2007
Oakland Raiders 2002 - 2007
Minnesota Vikings Football, LLC 2000 - 2002
Washington Redskins 1997 - 2000
Skills
Leadership, Sports, Fundraising, Strategic Financial..., Public Speaking, Strategic Planning, Marketing, Financial Analysis, Sports Marketing, Social Media, Financial Modeling, Real Estate, Wealth Management, Customer Service, Sports Management, Portfolio Management
Education
Stanford University 1993 — 1997
Bachelor of Arts, Political Science
Corvallis High School 1989 — 1993
Tim Szlosek, CLU, ChSNC Tim Szlosek, CLU, ChSNC's Northwestern Mutual Experience June 2003 - Present
Job Financial Advisor / President Spectrum of Dreams
Industry Financial Services
Experience
Northwestern Mutual June 2003 - Present
Spectrum of Dreams, Inc. April 2013 - Present
Skills
Nonprofits, Project Planning, Estate Planning, Retirement, Finance, Life Insurance, Disability Insurance, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Office, Leadership, Fundraising, Series 7
Education
State University of New York College at Fredonia 1988 — 1992
Northwestern Mutual June 2003 - Present
Spectrum of Dreams, Inc. April 2013 - Present
Skills
Nonprofits, Project Planning, Estate Planning, Retirement, Finance, Life Insurance, Disability Insurance, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Office, Leadership, Fundraising, Series 7
Education
State University of New York College at Fredonia 1988 — 1992
Sean O'Regan's Northwestern Mutual Experience November 2012 - December 2013
Job Account Manager at Direct Supply
Industry Hospital & Health Care
Experience
Direct Supply July 2014 - Present
Cerebral Palsy, Inc. October 2013 - May 2014
Enterprise Rent-A-Car October 2013 - May 2014
Northwestern Mutual November 2012 - December 2013
Paddy Murphy’s Irish Pub August 2008 - January 2013
Bimini's Restuarant May 2006 - April 2007
Radisson Admiral Hotel Toronto March 2005 - March 2006
Skills
Marketing, Marketing Management, Marketing Strategy, Management, Production Managment, Time Management, Business Intelligence, Communication, Communication Skills, Oral Communication, Entrepreneurship, Team Leadership, Accepting Responsibility, Consistency, Perseverance, Coachable, Microsoft Word, Social Media, Leadership, Financial Analysis, Facebook, Social Media Marketing, Teamwork, Team Building, Microsoft Excel, Training, Finance
Education
St. Norbert College 2010 — 2014
Bachelor of Business Administration Degree, Marketing and a Minor in Communications
Direct Supply July 2014 - Present
Cerebral Palsy, Inc. October 2013 - May 2014
Enterprise Rent-A-Car October 2013 - May 2014
Northwestern Mutual November 2012 - December 2013
Paddy Murphy’s Irish Pub August 2008 - January 2013
Bimini's Restuarant May 2006 - April 2007
Radisson Admiral Hotel Toronto March 2005 - March 2006
Skills
Marketing, Marketing Management, Marketing Strategy, Management, Production Managment, Time Management, Business Intelligence, Communication, Communication Skills, Oral Communication, Entrepreneurship, Team Leadership, Accepting Responsibility, Consistency, Perseverance, Coachable, Microsoft Word, Social Media, Leadership, Financial Analysis, Facebook, Social Media Marketing, Teamwork, Team Building, Microsoft Excel, Training, Finance
Education
St. Norbert College 2010 — 2014
Bachelor of Business Administration Degree, Marketing and a Minor in Communications
Brian Allis Brian Allis's Northwestern Mutual Experience May 2010 - December 2011
Job Supervisor at United States Postal Service
Industry Management Consulting
Experience
United States Postal Service November 2014 - Present
Foundational Financial Group May 2012 - October 2013
Dorschel January 2012 - May 2012
Northwestern Mutual May 2010 - December 2011
Skills
Negotiation, Fixed Annuities, Marketing, Life Insurance, Retirement Planning, Microsoft Excel, Management, Automobile, Selling, Insurance, Customer Service, Finance, Time Management, Microsoft Office, Financial Analysis, Public Speaking, Investments
Education
State University of New York College at Brockport 2005 — 2010
Bachelor of Science (B.S.), History and Political Science
Hilton High School 2001 — 2005
Advanced Regents
United States Postal Service November 2014 - Present
Foundational Financial Group May 2012 - October 2013
Dorschel January 2012 - May 2012
Northwestern Mutual May 2010 - December 2011
Skills
Negotiation, Fixed Annuities, Marketing, Life Insurance, Retirement Planning, Microsoft Excel, Management, Automobile, Selling, Insurance, Customer Service, Finance, Time Management, Microsoft Office, Financial Analysis, Public Speaking, Investments
Education
State University of New York College at Brockport 2005 — 2010
Bachelor of Science (B.S.), History and Political Science
Hilton High School 2001 — 2005
Advanced Regents
James Enguita James Enguita's Northwestern Mutual Experience May 2010 - March 2012
Job Partner at All Home Pro Construction Inc.
Industry Financial Services
Experience
All Home Pro Construction Inc. February 2012 - Present
Northwestern Mutual May 2010 - March 2012
The Home Depot June 2007 - May 2010
First NLC January 2007 - June 2007
Skills
Asset, Insurance, Savings, VA, Financial Planning, Referrals, Disability Insurance, Timely, Annuities, Small Business, Risk, Accountability, Long Term Care
Education
University of South Florida 2007 — 2009
BA, Management, Marketing, International Business
St. Petersburg College 2005 — 2006
AA, Business
All Home Pro Construction Inc. February 2012 - Present
Northwestern Mutual May 2010 - March 2012
The Home Depot June 2007 - May 2010
First NLC January 2007 - June 2007
Skills
Asset, Insurance, Savings, VA, Financial Planning, Referrals, Disability Insurance, Timely, Annuities, Small Business, Risk, Accountability, Long Term Care
Education
University of South Florida 2007 — 2009
BA, Management, Marketing, International Business
St. Petersburg College 2005 — 2006
AA, Business
Sara VanHoose's Northwestern Mutual Experience February 2010 - December 2011
Job Marketing Consultant at Dex Media
Industry Financial Services
Experience
Dex Media May 2015 - Present
Altitude Marketing, LLC November 2013 - May 2015
MassMutual Buffalo December 2011 - November 2013
Northwestern Mutual February 2010 - December 2011
Skills
Employee Benefits, Retirement, Strategic Financial..., Disability Insurance, Life Insurance, Long Term Care Insurance, Estate Planning, Insurance, Financial Services, Finance, Securities, Retirement Planning, Fixed Annuities, Long-term Care, IRAs, Loans, Mutual Funds, Financial Planning, Small Business, Risk Management, Wealth Management, 401k Rollovers, Investments, Term Life Insurance, Variable Annuities
Education
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science , Business Administration
Dex Media May 2015 - Present
Altitude Marketing, LLC November 2013 - May 2015
MassMutual Buffalo December 2011 - November 2013
Northwestern Mutual February 2010 - December 2011
Skills
Employee Benefits, Retirement, Strategic Financial..., Disability Insurance, Life Insurance, Long Term Care Insurance, Estate Planning, Insurance, Financial Services, Finance, Securities, Retirement Planning, Fixed Annuities, Long-term Care, IRAs, Loans, Mutual Funds, Financial Planning, Small Business, Risk Management, Wealth Management, 401k Rollovers, Investments, Term Life Insurance, Variable Annuities
Education
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science , Business Administration
Chad Wing, CLU, ChFC, CFP, MSFS's Northwestern Mutual Experience December 2001 - Present
Job Wealth Management Advisor
Industry Investment Management
Experience
Northwestern Mutual December 2001 - Present
Education
St. Norbert College 1997 — 2000
Northwestern Mutual December 2001 - Present
Education
St. Norbert College 1997 — 2000
Ryan Huberty's Northwestern Mutual Experience February 2013 - Present
Job MBA
Industry Financial Services
Experience
Northwestern Mutual February 2013 - Present
Cadaret Grant June 2012 - February 2013
UVC Gigasport Ried September 2011 - April 2012
Mediacom Communications June 2011 - September 2011
Natural Currents Energy Services, LLC February 2011 - May 2011
SUNY New Paltz November 2009 - April 2011
Ulster Greene ARC May 2009 - December 2010
Ulster Greene ARC October 2008 - May 2009
Skills
Excel, Microsoft Office, Analysis, Financial Analysis, Financial Reporting, Budgeting, Microsoft Excel, Budgets
Education
State University of New York at New Paltz 2009 — 2011
MBA, Finance
State University of New York at New Paltz 2005 — 2009
Bachelor of Science, Finance
Northwestern Mutual February 2013 - Present
Cadaret Grant June 2012 - February 2013
UVC Gigasport Ried September 2011 - April 2012
Mediacom Communications June 2011 - September 2011
Natural Currents Energy Services, LLC February 2011 - May 2011
SUNY New Paltz November 2009 - April 2011
Ulster Greene ARC May 2009 - December 2010
Ulster Greene ARC October 2008 - May 2009
Skills
Excel, Microsoft Office, Analysis, Financial Analysis, Financial Reporting, Budgeting, Microsoft Excel, Budgets
Education
State University of New York at New Paltz 2009 — 2011
MBA, Finance
State University of New York at New Paltz 2005 — 2009
Bachelor of Science, Finance
Gerry Maurer Gerry Maurer's Northwestern Mutual Experience 1985 - Present
Job Estate & Business Planning Specialist at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 1985 - Present
Skills
Wealth Management, Strategic Planning, Strategic Financial..., Securities, Retirement Planning, Retirement, Program Management, Management, Life Insurance, Leadership, Investments, Insurance, High Net Worth..., Financial Planning, Financial Analysis, Finance, Estate Planning, Business Planning, Asset Allocation
Education
Columbia University Graduate School of Business
Master’s of Business Administration
Stanford University
Economics
Northwestern Mutual 1985 - Present
Skills
Wealth Management, Strategic Planning, Strategic Financial..., Securities, Retirement Planning, Retirement, Program Management, Management, Life Insurance, Leadership, Investments, Insurance, High Net Worth..., Financial Planning, Financial Analysis, Finance, Estate Planning, Business Planning, Asset Allocation
Education
Columbia University Graduate School of Business
Master’s of Business Administration
Stanford University
Economics
Clinton W. Sallee Clinton W. Sallee's Northwestern Mutual Experience January 2006 - February 2009
Job Financial Service Specialist
Industry Financial Services
Experience
Major banking institution March 2009 - Present
Northwestern Mutual January 2006 - February 2009
Northwestern Mutual 2006 - 2009
Skills
Fixed Annuities, Insurance, Life Insurance, Small Business, PowerPoint, Retirement Planning, Disability Insurance, Credit, Outlook, Analysis, Microsoft Word, Retirement, Windows, Loans, Annuities, Banking, Long Term Care, Customer Relations, Customer Service, Excel, Microsoft Office, Public Speaking, Word, Compliance, Budgeting, Coaching, Mutual Funds, Problem Solving, Access, Employee Benefits, 401k, Teamwork, Term Life Insurance, Risk Management, Research, Health Insurance, Financial Analysis, Asset Management, Investments, Asset, Wealth, Portfolio Management, Team Building, Database Administration, AutoCAD, Microsoft Excel, Craft Beer
Education
St. Petersburg College 2005 — 2009
MCDBA - Microsoft Database Administrator, IT
Hopkinsville Community College - Army 1995 — 1997
General Studies, Business management
Major banking institution March 2009 - Present
Northwestern Mutual January 2006 - February 2009
Northwestern Mutual 2006 - 2009
Skills
Fixed Annuities, Insurance, Life Insurance, Small Business, PowerPoint, Retirement Planning, Disability Insurance, Credit, Outlook, Analysis, Microsoft Word, Retirement, Windows, Loans, Annuities, Banking, Long Term Care, Customer Relations, Customer Service, Excel, Microsoft Office, Public Speaking, Word, Compliance, Budgeting, Coaching, Mutual Funds, Problem Solving, Access, Employee Benefits, 401k, Teamwork, Term Life Insurance, Risk Management, Research, Health Insurance, Financial Analysis, Asset Management, Investments, Asset, Wealth, Portfolio Management, Team Building, Database Administration, AutoCAD, Microsoft Excel, Craft Beer
Education
St. Petersburg College 2005 — 2009
MCDBA - Microsoft Database Administrator, IT
Hopkinsville Community College - Army 1995 — 1997
General Studies, Business management
Stephen Bergleitner Stephen Bergleitner's Northwestern Mutual Experience October 2002 - Present
Job Finanical Representative at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual October 2002 - Present
Education
State University of New York at Delhi 1989 — 1990
Associates, Hotel Restaurant Management
Northwestern Mutual October 2002 - Present
Education
State University of New York at Delhi 1989 — 1990
Associates, Hotel Restaurant Management
Mark Fine, CLU, ChFC, CFP®,CASL® Mark Fine, CLU, ChFC, CFP®,CASL®'s Northwestern Mutual Experience February 1993 - Present
Job Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual February 1993 - Present
Education
State University of New York College at Fredonia
Bachelor, Accounting
Northwestern Mutual February 1993 - Present
Education
State University of New York College at Fredonia
Bachelor, Accounting
Johnphilip Macalaguin's Northwestern Mutual Experience May 2015 — Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 — Present
McAdam Financially Advanced™ August 2014 — May 2015
Volt Marketing Inc February 2013 — June 2014
Lake Shore Marketing October 2012 — February 2013
San Luis Resort and Spa June 2010 — March 2011
Great Wolf Lodge May 2008 — August 2008
Bank Of America Merrill Lynch 2016 — Present
Skills
Sales, Customer Service, Training, Advertising, Time Management, Building High..., Entrepreneurship, Hotels, Resorts, Marketing Strategy, Hospitality Management, Budgets, Marketing, Management, Communication, Trade Shows, Leadership, Social Media, Sales Training Team..., Direct Customer..., Directs Sales, Excellent Communications, Trade Show Management, Budget Forecasting and..., Social Media Marketing, Risk Management, Risk Assessment, Risk Analysis, Financial Analysis, Market Risk, Financial Services, Financial Planning
Education
State University of New York - System 2007 — 2010
Bachelor of Arts, Hotel and Resort Management
State University of New York at Delhi 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Hotel, Motel, and Restaurant Management
Northwestern Mutual May 2015 — Present
McAdam Financially Advanced™ August 2014 — May 2015
Volt Marketing Inc February 2013 — June 2014
Lake Shore Marketing October 2012 — February 2013
San Luis Resort and Spa June 2010 — March 2011
Great Wolf Lodge May 2008 — August 2008
Bank Of America Merrill Lynch 2016 — Present
Skills
Sales, Customer Service, Training, Advertising, Time Management, Building High..., Entrepreneurship, Hotels, Resorts, Marketing Strategy, Hospitality Management, Budgets, Marketing, Management, Communication, Trade Shows, Leadership, Social Media, Sales Training Team..., Direct Customer..., Directs Sales, Excellent Communications, Trade Show Management, Budget Forecasting and..., Social Media Marketing, Risk Management, Risk Assessment, Risk Analysis, Financial Analysis, Market Risk, Financial Services, Financial Planning
Education
State University of New York - System 2007 — 2010
Bachelor of Arts, Hotel and Resort Management
State University of New York at Delhi 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Hotel, Motel, and Restaurant Management
Michael Bock's Northwestern Mutual Experience January 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Los Grande Latino Tires Inc. January 2006 - Present
Bargain Eagle Inc. December 2005 - Present
Goodyear 1999 - December 2005
Skills
Sales, Generating Revenue, Finance, Marketing, Strategic Planning, Customer Service, Microsoft Excel, Event Planning, Research, Social Media, Microsoft Word, Social Networking, Social Media Marketing, Public Speaking
Education
University of South Florida 2012 — 2014
Bachelor's Degree, Finance and Marketing
St. Petersburg College 2010 — 2012
Associate's Degree
Northwestern Mutual January 2015 - Present
Los Grande Latino Tires Inc. January 2006 - Present
Bargain Eagle Inc. December 2005 - Present
Goodyear 1999 - December 2005
Skills
Sales, Generating Revenue, Finance, Marketing, Strategic Planning, Customer Service, Microsoft Excel, Event Planning, Research, Social Media, Microsoft Word, Social Networking, Social Media Marketing, Public Speaking
Education
University of South Florida 2012 — 2014
Bachelor's Degree, Finance and Marketing
St. Petersburg College 2010 — 2012
Associate's Degree
Chanh Malta's Northwestern Mutual Experience September 2007 - June 2008
Job Technical Recruiter at EASi
Industry Staffing and Recruiting
Experience
EASi May 2014 - Present
Oldcastle July 2013 - May 2014
Aerotek November 2009 - June 2013
ADP June 2008 - May 2009
Northwestern Mutual September 2007 - June 2008
Skills
Talent Acquisition, Technical Recruiting, Cold Calling, Applicant Tracking..., Microsoft Office, Recruiting
Education
State University of New York College at Brockport 2004 — 2008
Bachelors of Science, Marketing
EASi May 2014 - Present
Oldcastle July 2013 - May 2014
Aerotek November 2009 - June 2013
ADP June 2008 - May 2009
Northwestern Mutual September 2007 - June 2008
Skills
Talent Acquisition, Technical Recruiting, Cold Calling, Applicant Tracking..., Microsoft Office, Recruiting
Education
State University of New York College at Brockport 2004 — 2008
Bachelors of Science, Marketing
Joe Rossetti's Northwestern Mutual Experience August 2006 - May 2008
Job Wealth Management
Industry Financial Services
Experience
Aegis Capital March 2013 - Present
Service Select Signs September 2010 - August 2012
Northwestern Mutual August 2006 - May 2008
Skills
Microsoft Office, Investments, Financial Analysis, Private Equity, Portfolio Management, Business Strategy, Finance, Equities, Hedge Funds, Trading, Customer Service, Financial Modeling, Financial Services, Series 7, Wealth Management, Investment Banking
Education
St. Thomas University School of Law 2008 — 2009
West Virginia University 2001 — 2006
Aegis Capital March 2013 - Present
Service Select Signs September 2010 - August 2012
Northwestern Mutual August 2006 - May 2008
Skills
Microsoft Office, Investments, Financial Analysis, Private Equity, Portfolio Management, Business Strategy, Finance, Equities, Hedge Funds, Trading, Customer Service, Financial Modeling, Financial Services, Series 7, Wealth Management, Investment Banking
Education
St. Thomas University School of Law 2008 — 2009
West Virginia University 2001 — 2006
Gregory D. (Greg) Jones's Northwestern Mutual Experience July 2009 - November 2013
Job Managing Director Diversity & Inclusion at United Airlines
Industry Airlines/Aviation
Experience
United Airlines November 2013 - Present
Northwestern Mutual July 2009 - November 2013
UBS Wealth Management February 2007 - April 2009
Bank of America July 2003 - February 2007
Chase Winters March 2002 - July 2003
Egon Zehnder 1999 - 2001
GE Healthcare May 1989 - December 1999
Skills
Talent Management, Employee Training, HRIS, Coaching, Organizational..., Succession Planning, Recruiting, Sourcing, Talent Acquisition, Executive Search, Mergers & Acquisitions, Onboarding, Performance Management, Executive Management, Organizational Design, Employee Relations, Applicant Tracking..., Interviews, Executive Coaching, Cross-functional Team..., Deferred Compensation, Personnel Management, Strategy, Business Process..., Employee Engagement, Public Speaking, Change Management, Consulting, Career Development, Leadership, Leadership Development, Business Strategy, Employee Benefits, Diversity & Inclusion, Program Management, Project Management, Management Consulting, Team Building, Financial Services, Workforce Planning, Process Improvement, Management, Training, College Recruiting, Organizational..., HR Consulting, Conflict Resolution, Business Development, Team Leadership, Strategic Planning
Education
Stanford University 1987 — 1989
Master of Science (MS), Electrical and Electronics Engineering
Tuskegee University 1982 — 1987
Bachelor of Science (BS), Electrical Engineering
United Airlines November 2013 - Present
Northwestern Mutual July 2009 - November 2013
UBS Wealth Management February 2007 - April 2009
Bank of America July 2003 - February 2007
Chase Winters March 2002 - July 2003
Egon Zehnder 1999 - 2001
GE Healthcare May 1989 - December 1999
Skills
Talent Management, Employee Training, HRIS, Coaching, Organizational..., Succession Planning, Recruiting, Sourcing, Talent Acquisition, Executive Search, Mergers & Acquisitions, Onboarding, Performance Management, Executive Management, Organizational Design, Employee Relations, Applicant Tracking..., Interviews, Executive Coaching, Cross-functional Team..., Deferred Compensation, Personnel Management, Strategy, Business Process..., Employee Engagement, Public Speaking, Change Management, Consulting, Career Development, Leadership, Leadership Development, Business Strategy, Employee Benefits, Diversity & Inclusion, Program Management, Project Management, Management Consulting, Team Building, Financial Services, Workforce Planning, Process Improvement, Management, Training, College Recruiting, Organizational..., HR Consulting, Conflict Resolution, Business Development, Team Leadership, Strategic Planning
Education
Stanford University 1987 — 1989
Master of Science (MS), Electrical and Electronics Engineering
Tuskegee University 1982 — 1987
Bachelor of Science (BS), Electrical Engineering
Marc Gravatt, ChFC's Northwestern Mutual Experience May 1997 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual May 1997 - Present
Education
State University of New York at New Paltz 1985 — 1989
Northwestern Mutual May 1997 - Present
Education
State University of New York at New Paltz 1985 — 1989
Samantha Nolloth's Northwestern Mutual Experience January 2009 - May 2009
Job Owner, Instructor and Artist Coffee and Canvas
Industry Fine Art
Experience
Coffee and Canvas April 2012 - Present
Jerry's Artarama November 2012 - Present
Williamson County Recreation Center January 2013 - January 2014
Michaels Arts and Crafts January 2012 - January 2014
Mama's Java February 2012 - February 2013
Currently traveling the world! July 2010 - June 2011
SMS Holdings May 2009 - August 2009
Northwestern Mutual January 2009 - May 2009
Express Courier International February 2007 - September 2008
LucilleBall and Desi Arnaz Corporation May 2006 - September 2006
Skills
Painting, Painting Instructor, Mural Painting, Customer Service, PowerPoint, Microsoft Office, Spanish, Outlook, Access, Illustrator, French, Russian, Microsoft Excel, Sales, Excel, Software Project..., XML Publisher, Quicken, QuarkXPress, OnBase, Great Plains Software, DOS, German, Italian, Marketing, Training
Education
State University of New York College at Fredonia 2002 — 2006
Bachelors of Science, International Studies, French and Visual Arts
Watkins College of Art Design & Film
Audit- MFA Portfolio Work, Painting
Chautauqua Lake Highschool
Coffee and Canvas April 2012 - Present
Jerry's Artarama November 2012 - Present
Williamson County Recreation Center January 2013 - January 2014
Michaels Arts and Crafts January 2012 - January 2014
Mama's Java February 2012 - February 2013
Currently traveling the world! July 2010 - June 2011
SMS Holdings May 2009 - August 2009
Northwestern Mutual January 2009 - May 2009
Express Courier International February 2007 - September 2008
LucilleBall and Desi Arnaz Corporation May 2006 - September 2006
Skills
Painting, Painting Instructor, Mural Painting, Customer Service, PowerPoint, Microsoft Office, Spanish, Outlook, Access, Illustrator, French, Russian, Microsoft Excel, Sales, Excel, Software Project..., XML Publisher, Quicken, QuarkXPress, OnBase, Great Plains Software, DOS, German, Italian, Marketing, Training
Education
State University of New York College at Fredonia 2002 — 2006
Bachelors of Science, International Studies, French and Visual Arts
Watkins College of Art Design & Film
Audit- MFA Portfolio Work, Painting
Chautauqua Lake Highschool
Sadie Dumbleton's Northwestern Mutual Experience October 2013 - Present
Job Director of Network Office Supervision at Northwestern Mutual Los Angeles
Industry Financial Services
Experience
Northwestern Mutual October 2013 - Present
Northwestern Mutual July 2011 - September 2013
Northwestern Mutual July 2008 - July 2011
Northwestern Mutual August 2005 - July 2008
Strong Capital Management 2002 - 2004
Skills
Investments, AML, Retirement, Wealth Management, Retirement Planning, Investment Advisory, Risk Management, Financial Services, Life Insurance, Equities, Series 7, Series 24, Series 9, Series 10, Life & Health Insurance..., Mutual Funds, College Savings Plans, Project Management, Leadership Development, Communication Skills, Interpersonal Savvy, Compliance, Field Supervision, FINRA, Investment Brokerage, Public Speaking, Digital Photography, Horse Training, Business Travel, Leisure Travel, Asset Allocation
Education
St. Norbert College 1998 — 2001
Bachelor of Business Administration (BBA), Spanish Language and Literature
University of Wales, Swansea 2000 — 2000
Business Administration and Management, General
Northwestern Mutual October 2013 - Present
Northwestern Mutual July 2011 - September 2013
Northwestern Mutual July 2008 - July 2011
Northwestern Mutual August 2005 - July 2008
Strong Capital Management 2002 - 2004
Skills
Investments, AML, Retirement, Wealth Management, Retirement Planning, Investment Advisory, Risk Management, Financial Services, Life Insurance, Equities, Series 7, Series 24, Series 9, Series 10, Life & Health Insurance..., Mutual Funds, College Savings Plans, Project Management, Leadership Development, Communication Skills, Interpersonal Savvy, Compliance, Field Supervision, FINRA, Investment Brokerage, Public Speaking, Digital Photography, Horse Training, Business Travel, Leisure Travel, Asset Allocation
Education
St. Norbert College 1998 — 2001
Bachelor of Business Administration (BBA), Spanish Language and Literature
University of Wales, Swansea 2000 — 2000
Business Administration and Management, General
Leslie Martens's Northwestern Mutual Experience 1999 - September 2004
Job Long Term Care Specialist at Newman Long Term Care
Industry Insurance
Experience
Newman Long Term Care October 2006 - Present
Eden Prairie Chamber of Commerce 2008 - 2010
The Pines Assisted Living 2004 - 2005
Northwestern Mutual 1999 - September 2004
Jones-Harrison Residence 1986 - 1992
Jones-Harrison Residence 1982 - 1986
Skills
Long Term Care Insurance, Licensed to Sell..., Registered Nurses, Long-term Care, Insurance, Employee Benefits, Retirement, Retirement Planning, Strategic Financial..., Public Speaking, Healthcare, Financial Goals, Investments
Education
St. Olaf College 1977 — 1981
BS, Nursing
Redwood Falls High School 1975 — 1977
Newman Long Term Care October 2006 - Present
Eden Prairie Chamber of Commerce 2008 - 2010
The Pines Assisted Living 2004 - 2005
Northwestern Mutual 1999 - September 2004
Jones-Harrison Residence 1986 - 1992
Jones-Harrison Residence 1982 - 1986
Skills
Long Term Care Insurance, Licensed to Sell..., Registered Nurses, Long-term Care, Insurance, Employee Benefits, Retirement, Retirement Planning, Strategic Financial..., Public Speaking, Healthcare, Financial Goals, Investments
Education
St. Olaf College 1977 — 1981
BS, Nursing
Redwood Falls High School 1975 — 1977
Chris Gunnon's Northwestern Mutual Experience September 2000 - July 2006
Job Group Manager, HR Property Development at Target
Industry Retail
Experience
Target June 2014 - Present
Target October 2012 - June 2014
Target 2010 - November 2012
Target January 2009 - December 2010
Target May 2008 - December 2008
Target October 2007 - April 2008
Target July 2006 - September 2007
Northwestern Mutual September 2000 - July 2006
Skills
Succession Planning, Employee Relations, Onboarding, Recruiting, Talent Acquisition, Talent Management, Performance Management, Human Resources, Employee Engagement, College Recruiting, Workforce Planning, Applicant Tracking..., Deferred Compensation, Taleo, Management, Leadership, Sourcing, Strategic Planning, Process Improvement, Team Leadership, Interviews, New Hire Orientations
Education
St. Olaf College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Target June 2014 - Present
Target October 2012 - June 2014
Target 2010 - November 2012
Target January 2009 - December 2010
Target May 2008 - December 2008
Target October 2007 - April 2008
Target July 2006 - September 2007
Northwestern Mutual September 2000 - July 2006
Skills
Succession Planning, Employee Relations, Onboarding, Recruiting, Talent Acquisition, Talent Management, Performance Management, Human Resources, Employee Engagement, College Recruiting, Workforce Planning, Applicant Tracking..., Deferred Compensation, Taleo, Management, Leadership, Sourcing, Strategic Planning, Process Improvement, Team Leadership, Interviews, New Hire Orientations
Education
St. Olaf College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
amar jamal's Northwestern Mutual Experience June 2011 - June 2013
Job Owner, Royal Marketing Group
Industry Wholesale
Experience
Covington Property Group August 2007 - Present
Royal king dry cleaners September 2001 - Present
Northwestern Mutual June 2011 - June 2013
Skills
Disability Insurance, Microsoft Office, PowerPoint, Marketing, Fixed Annuities, Retirement Planning, Public Speaking, Small Business, Risk Management, Product Launch, Wholesale, Portfolio Management, Financial Analysis, Strategic Planning, Accounting, Sales, Retail, Financial Modeling, Budgets, Banking, Microsoft Excel, Customer Service, Insurance, Long-term Care, Financial Services, Property & Casualty..., Entrepreneurship, Mutual Funds, Credit, Term Life Insurance, Investments, Business Planning, Education Funding, Finance, Financial Planners, Health Insurance, IRAs, Long Term Care Insurance, Series 6, Series 63, Underwriting, Variable Products
Education
SUNY New Paltz 1997 — 1998
State University of New York College of Agriculture and Technology at Cobleskill 1995 — 1998
Covington Property Group August 2007 - Present
Royal king dry cleaners September 2001 - Present
Northwestern Mutual June 2011 - June 2013
Skills
Disability Insurance, Microsoft Office, PowerPoint, Marketing, Fixed Annuities, Retirement Planning, Public Speaking, Small Business, Risk Management, Product Launch, Wholesale, Portfolio Management, Financial Analysis, Strategic Planning, Accounting, Sales, Retail, Financial Modeling, Budgets, Banking, Microsoft Excel, Customer Service, Insurance, Long-term Care, Financial Services, Property & Casualty..., Entrepreneurship, Mutual Funds, Credit, Term Life Insurance, Investments, Business Planning, Education Funding, Finance, Financial Planners, Health Insurance, IRAs, Long Term Care Insurance, Series 6, Series 63, Underwriting, Variable Products
Education
SUNY New Paltz 1997 — 1998
State University of New York College of Agriculture and Technology at Cobleskill 1995 — 1998
Christine Terman's Northwestern Mutual Experience May 2014 - Present
Job Assistant Financial Representative at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual May 2014 - Present
The Compass Agency October 2010 - November 2012
Universal Financial Consultants February 2009 - June 2010
Highland Capital Brokerage September 2007 - October 2008
Self Employed - Handy People to Know April 2005 - August 2007
Highland Capital Brokerage March 2000 - April 2005
Montgomery Watson 1997 - 2000
Allen Bradley/Rockwell Automation 1993 - 1997
Skills
Securities, Series 7, Life Insurance, Long-term Care, Retirement Planning, Insurance, Term Life Insurance, Disability Insurance, Estate Planning, Fixed Annuities
Education
Pinells Technical Education Center 2010 — 2010
None, Licensed Practical Nursing
University of Florida 1984 — 1989
None, Pre-Nursing
St. Petersburg College 1985 — 1986
None, Liberal Arts
Saint Petersburg College 1983 — 1984
None, Liberal Arts
Northwestern Mutual May 2014 - Present
The Compass Agency October 2010 - November 2012
Universal Financial Consultants February 2009 - June 2010
Highland Capital Brokerage September 2007 - October 2008
Self Employed - Handy People to Know April 2005 - August 2007
Highland Capital Brokerage March 2000 - April 2005
Montgomery Watson 1997 - 2000
Allen Bradley/Rockwell Automation 1993 - 1997
Skills
Securities, Series 7, Life Insurance, Long-term Care, Retirement Planning, Insurance, Term Life Insurance, Disability Insurance, Estate Planning, Fixed Annuities
Education
Pinells Technical Education Center 2010 — 2010
None, Licensed Practical Nursing
University of Florida 1984 — 1989
None, Pre-Nursing
St. Petersburg College 1985 — 1986
None, Liberal Arts
Saint Petersburg College 1983 — 1984
None, Liberal Arts
Hope Medley's Northwestern Mutual Experience February 2003 - July 2012
Job Associate Financial Representative at Northwestern Mutual
Industry Insurance
Experience
VARDY & COMPANY, CPA'S, P.A. January 2013 - Present
Northwestern Mutual Financial Network 2003 - Present
Northwestern Mutual February 2003 - July 2012
Physicians Professional Services December 1992 - July 2002
Education
St. Petersburg College 1982 — 1985
Seminole
VARDY & COMPANY, CPA'S, P.A. January 2013 - Present
Northwestern Mutual Financial Network 2003 - Present
Northwestern Mutual February 2003 - July 2012
Physicians Professional Services December 1992 - July 2002
Education
St. Petersburg College 1982 — 1985
Seminole
Brandon Jordan's Northwestern Mutual Experience April 2009 - August 2010
Job Agent Relationship Manager/Wholesaler at Bankers Insurance
Industry Financial Services
Experience
Bankers Financial Corporation May 2011 - Present
Bankers Annuity Brokerage 2011 - 2013
Northwestern Mutual April 2009 - August 2010
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Investments, Long Term Care Insurance, Financial Planning, Disability Insurance, Retirement, Wealth Management, Term Life Insurance, IRAs, Health Insurance, Strategic Financial..., Estate Planning, Long-term Care
Education
St. Petersburg College 2007 — 2012
Management and Organizational Leadership
Bankers Financial Corporation May 2011 - Present
Bankers Annuity Brokerage 2011 - 2013
Northwestern Mutual April 2009 - August 2010
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Investments, Long Term Care Insurance, Financial Planning, Disability Insurance, Retirement, Wealth Management, Term Life Insurance, IRAs, Health Insurance, Strategic Financial..., Estate Planning, Long-term Care
Education
St. Petersburg College 2007 — 2012
Management and Organizational Leadership
Brandy More's Northwestern Mutual Experience 2012 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2012 - Present
Skills
Accountability, Market Research, Time Management, PowerPoint, Microsoft Excel, Marketing, Public Speaking, Microsoft Word, Social Networking, Customer Service, Microsoft Office, Facebook, Research
Education
State University of New York College at Brockport 2009 — 2010
Bachelor of Science
Northwestern Mutual 2012 - Present
Skills
Accountability, Market Research, Time Management, PowerPoint, Microsoft Excel, Marketing, Public Speaking, Microsoft Word, Social Networking, Customer Service, Microsoft Office, Facebook, Research
Education
State University of New York College at Brockport 2009 — 2010
Bachelor of Science
Becky Yakes's Northwestern Mutual Experience
Job Assistant Director DI Financial at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual
Skills
Budgets, Financial Analysis
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1983 — 1985
BBA, Accounting
St. Olaf College 1981 — 1983
Economics
Northwestern Mutual
Skills
Budgets, Financial Analysis
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1983 — 1985
BBA, Accounting
St. Olaf College 1981 — 1983
Economics
Abe Gruenwald, CLU, CLTC's Northwestern Mutual Experience 1977 - 1981
Job Owner, 65 Plus, The Health Care Safety Net
Industry Insurance
Experience
65 Plus, The Health Care Safety Net Board MemberEstate Planning Council of Rockand1995 - Present
Northwestern Mutual 1977 - 1981
Manufacturers Hanover Trust 1973 - 1977
Education
State University of New York College at Buffalo 1968 — 1972
BS, Business Mgmt.
University at Buffalo 1968 — 1972
BS, Business
65 Plus, The Health Care Safety Net Board MemberEstate Planning Council of Rockand1995 - Present
Northwestern Mutual 1977 - 1981
Manufacturers Hanover Trust 1973 - 1977
Education
State University of New York College at Buffalo 1968 — 1972
BS, Business Mgmt.
University at Buffalo 1968 — 1972
BS, Business
Brady Perrigo's Northwestern Mutual Experience July 2007 - July 2009
Job Cofounder, Managing Partner at Cardinal Equity Partners LLC
Industry Investment Management
Experience
Cardinal Equity Partners LLC September 2014 - Present
Angelo, Gordon & Co. September 2012 - June 2014
Stanford Graduate School of Business 2014 - 2014
Stanford Graduate School of Business 2014 - 2014
Stanford Graduate School of Business 2014 - 2014
Stanford Graduate School of Business 2014 - 2014
Citi June 2010 - September 2012
Robert W. Baird & Co. September 2009 - December 2009
Northwestern Mutual July 2007 - July 2009
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2006 — 2010
BA, Finance, Investment & Banking; Economics
Cardinal Equity Partners LLC September 2014 - Present
Angelo, Gordon & Co. September 2012 - June 2014
Stanford Graduate School of Business 2014 - 2014
Stanford Graduate School of Business 2014 - 2014
Stanford Graduate School of Business 2014 - 2014
Stanford Graduate School of Business 2014 - 2014
Citi June 2010 - September 2012
Robert W. Baird & Co. September 2009 - December 2009
Northwestern Mutual July 2007 - July 2009
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2006 — 2010
BA, Finance, Investment & Banking; Economics
Jonathan Pantera's Northwestern Mutual Experience August 2010 - January 2012
Job Service Engineer at Master Chemical Corporation
Industry Financial Services
Experience
Master Chemical Corporation September 2014 - Present
MassMutual Financial Group March 2012 - September 2014
Fetch Logistics October 2013 - August 2014
Northwestern Mutual August 2010 - January 2012
University at Buffalo August 2007 - December 2010
Skills
Insurance, Retirement Planning, Finance, Strategic Financial..., Retirement, Mutual Funds, Asset Allocation, Process Improvement, Financial Planning, Sales Management, Public Speaking, Strategic Planning, Microsoft Excel, Leadership, PowerPoint, Customer Service, Marketing, Microsoft Office
Education
State University of New York at Buffalo - School of Management 2006 — 2010
B.S., Business Administration with a Finance and Marketing Concentration
Master Chemical Corporation September 2014 - Present
MassMutual Financial Group March 2012 - September 2014
Fetch Logistics October 2013 - August 2014
Northwestern Mutual August 2010 - January 2012
University at Buffalo August 2007 - December 2010
Skills
Insurance, Retirement Planning, Finance, Strategic Financial..., Retirement, Mutual Funds, Asset Allocation, Process Improvement, Financial Planning, Sales Management, Public Speaking, Strategic Planning, Microsoft Excel, Leadership, PowerPoint, Customer Service, Marketing, Microsoft Office
Education
State University of New York at Buffalo - School of Management 2006 — 2010
B.S., Business Administration with a Finance and Marketing Concentration
Kelley Roznik's Northwestern Mutual Experience July 2009 - January 2010
Job
Industry Education Management
Experience
Town of Lawrence April 2011 - Present
iPlanRx January 2010 - Present
Legacy Group Of America January 2009 - Present
Catholic Health Initiatives May 2015 - September 2015
Novant Health April 2014 - September 2014
St. Luke's Hospital March 2014 - April 2014
Good Samaritan Hospital June 2013 - June 2013
ThedaCare February 2012 - May 2012
HSHS Eastern WI Division & Prevea Health July 2011 - February 2012
Northwestern Mutual July 2009 - January 2010
Skills
Public Speaking, Epic Systems, Instructional Design, Employee Benefits, Teaching, Staff Development, Insurance, Policy, Hospitals, Leadership, Program Management, Curriculum Development, Adult Education, Training, Nonprofits, Leadership Development, Program Development, Curriculum Design, Coaching, Higher Education, Team Building
Education
St. Norbert College 2008 — 2010
Masters in Education
St. Norbert College
Bachelors
Town of Lawrence April 2011 - Present
iPlanRx January 2010 - Present
Legacy Group Of America January 2009 - Present
Catholic Health Initiatives May 2015 - September 2015
Novant Health April 2014 - September 2014
St. Luke's Hospital March 2014 - April 2014
Good Samaritan Hospital June 2013 - June 2013
ThedaCare February 2012 - May 2012
HSHS Eastern WI Division & Prevea Health July 2011 - February 2012
Northwestern Mutual July 2009 - January 2010
Skills
Public Speaking, Epic Systems, Instructional Design, Employee Benefits, Teaching, Staff Development, Insurance, Policy, Hospitals, Leadership, Program Management, Curriculum Development, Adult Education, Training, Nonprofits, Leadership Development, Program Development, Curriculum Design, Coaching, Higher Education, Team Building
Education
St. Norbert College 2008 — 2010
Masters in Education
St. Norbert College
Bachelors
Robin Stewart's Northwestern Mutual Experience 2007 - 2011
Job Managing Director at Capstone Partners Financial and Insurance Services
Industry Health, Wellness and Fitness
Experience
Capstone Partners Financial and Insurance Services September 2015 - Present
Entrepreneur, Undislosed 2013 - Present
Co-founder Mymakeapp October 2012 - Present
Rodan + Fields February 2015 - September 2015
Northwestern Mutual 2007 - 2011
Northwestern Mutual 2006 - 2007
Northwestern Mutual 2000 - 2006
Northwestern Mutual 1997 - 2004
Skills
Business Management, Entrepreneur, Strategic Direction, Sustainable Growth, Change Management, Business Solutions, Budget Analysis, Budget Oversight, Cost Control, Best Practices, Compliance, Quality Control, P&L, Training and Development, Talent Cultivation, Productivity, Employee Retention, Multiple Sites, Sales, Marketing, Fundraising, Advertising, Social Media, Innovation, Portfolio Management, Financial Services, Market Analysis, Project Management, Business Partnerships, Recruitment, Operations, Human Resources, Employee Benefits, Referral Networks, Business Development, Strategy, Customer Service, Event Planning, Entrepreneurship, Investments, Management, Management Consulting, Marketing Strategy, New Business Development, Program Management, Public Relations, Public Speaking, Retirement Planning, Team Building
Education
State University of New York at New Paltz 1984 — 1988
Bachelor of Science (BS), Education
Capstone Partners Financial and Insurance Services September 2015 - Present
Entrepreneur, Undislosed 2013 - Present
Co-founder Mymakeapp October 2012 - Present
Rodan + Fields February 2015 - September 2015
Northwestern Mutual 2007 - 2011
Northwestern Mutual 2006 - 2007
Northwestern Mutual 2000 - 2006
Northwestern Mutual 1997 - 2004
Skills
Business Management, Entrepreneur, Strategic Direction, Sustainable Growth, Change Management, Business Solutions, Budget Analysis, Budget Oversight, Cost Control, Best Practices, Compliance, Quality Control, P&L, Training and Development, Talent Cultivation, Productivity, Employee Retention, Multiple Sites, Sales, Marketing, Fundraising, Advertising, Social Media, Innovation, Portfolio Management, Financial Services, Market Analysis, Project Management, Business Partnerships, Recruitment, Operations, Human Resources, Employee Benefits, Referral Networks, Business Development, Strategy, Customer Service, Event Planning, Entrepreneurship, Investments, Management, Management Consulting, Marketing Strategy, New Business Development, Program Management, Public Relations, Public Speaking, Retirement Planning, Team Building
Education
State University of New York at New Paltz 1984 — 1988
Bachelor of Science (BS), Education
Elizabeth Van Vleet's Northwestern Mutual Experience May 2009 - December 2009
Job Inside Sales Channel Rep at 3M
Industry Industrial Automation
Experience
3M February 2013 - Present
3M June 2010 - February 2013
Northwestern Mutual May 2009 - December 2009
City of Woodbury June 2006 - August 2007
YMCA 2003 - 2005
Skills
Sales, Leadership, Norwegian, Project Management, Customer Service, B2B, Research, Team Building, Volunteer Management, Salesforce.com, Teaching, Microsoft Office, Public Speaking, Language Teaching, Youth Mentoring, Problem Solving, Mathematics, Teamwork, Communication, Creativity, Drive, Flexibility, Integrity, Active Listener, Positive Personality, Computer/Technical..., Management
Education
St. Olaf College 2006 — 2010
Liberal Arts, Math, Norwegian
High School
3M February 2013 - Present
3M June 2010 - February 2013
Northwestern Mutual May 2009 - December 2009
City of Woodbury June 2006 - August 2007
YMCA 2003 - 2005
Skills
Sales, Leadership, Norwegian, Project Management, Customer Service, B2B, Research, Team Building, Volunteer Management, Salesforce.com, Teaching, Microsoft Office, Public Speaking, Language Teaching, Youth Mentoring, Problem Solving, Mathematics, Teamwork, Communication, Creativity, Drive, Flexibility, Integrity, Active Listener, Positive Personality, Computer/Technical..., Management
Education
St. Olaf College 2006 — 2010
Liberal Arts, Math, Norwegian
High School
Scott C. Anderson's Northwestern Mutual Experience June 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2014 - Present
Partners South Insurance & Estate Planning July 2012 - May 2014
Innovative Wealth Advisors January 2011 - July 2012
Principal Mortgage Associates, Inc. June 2004 - January 2011
Skills
Insurance, Strategic Planning, Team Building, Customer Service, Risk Management, Leadership, New Business Development, Management, Workers Compensation, Underwriting, Training, Negotiation, Account Management, Employee Benefits, Sales, Budgets, Sales Management, Real Estate, Health Insurance, Public Speaking
Education
State University of New York College at Brockport 1986 — 1991
Bachelor of Science, Criminal Justice
Clinton Senior High School, Clinton, New York 1983 — 1986
Northwestern Mutual June 2014 - Present
Partners South Insurance & Estate Planning July 2012 - May 2014
Innovative Wealth Advisors January 2011 - July 2012
Principal Mortgage Associates, Inc. June 2004 - January 2011
Skills
Insurance, Strategic Planning, Team Building, Customer Service, Risk Management, Leadership, New Business Development, Management, Workers Compensation, Underwriting, Training, Negotiation, Account Management, Employee Benefits, Sales, Budgets, Sales Management, Real Estate, Health Insurance, Public Speaking
Education
State University of New York College at Brockport 1986 — 1991
Bachelor of Science, Criminal Justice
Clinton Senior High School, Clinton, New York 1983 — 1986
Jeffery Whitlow's Northwestern Mutual Experience December 2009 - June 2010
Job Associate J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan December 2012 - June 2014
Bailard, Inc. July 2010 - December 2012
Northwestern Mutual December 2009 - June 2010
Education
Stanford University 2005 — 2009
B.A., Sociology
J.P. Morgan July 2014 - Present
J.P. Morgan December 2012 - June 2014
Bailard, Inc. July 2010 - December 2012
Northwestern Mutual December 2009 - June 2010
Education
Stanford University 2005 — 2009
B.A., Sociology
Ryan Logan's Northwestern Mutual Experience September 2010 - March 2011
Job Team Lead at Imatrix
Industry Marketing and Advertising
Experience
iMatrix October 2012 - Present
Clifford Paper Inc. June 2008 - September 2012
Carmines Italiano August 2010 - September 2011
Northwestern Mutual September 2010 - March 2011
Dash's Family Markets October 2009 - April 2010
Enterprise Rent-A-Car June 2008 - August 2008
Skills
Salesforce.com, Microsoft Excel, Social Networking, Microsoft Office, Microsoft Word, Selling, Possess strong..., Sales, PowerPoint, Event Planning, Management, Training, Time Management, Facebook, Customer Service, Organization, Microsoft Access, Microsoft PowerPoint, Interpersonal Skill, Competitive, Persuasive, Sales Management, Online Marketing, SEO, PPC, Leadership, Sales & Marketing
Education
State University of New York College at Buffalo 2009 — 2012
Bachelor's degree, Business - Finance
iMatrix October 2012 - Present
Clifford Paper Inc. June 2008 - September 2012
Carmines Italiano August 2010 - September 2011
Northwestern Mutual September 2010 - March 2011
Dash's Family Markets October 2009 - April 2010
Enterprise Rent-A-Car June 2008 - August 2008
Skills
Salesforce.com, Microsoft Excel, Social Networking, Microsoft Office, Microsoft Word, Selling, Possess strong..., Sales, PowerPoint, Event Planning, Management, Training, Time Management, Facebook, Customer Service, Organization, Microsoft Access, Microsoft PowerPoint, Interpersonal Skill, Competitive, Persuasive, Sales Management, Online Marketing, SEO, PPC, Leadership, Sales & Marketing
Education
State University of New York College at Buffalo 2009 — 2012
Bachelor's degree, Business - Finance
Daniel Brhel's Northwestern Mutual Experience May 2011 - August 2011
Job Credit Manager at Maines Paper & Food Service
Industry Financial Services
Experience
Maines Paper & Food Service June 2013 - Present
Maines Paper & Food Service April 2012 - May 2013
Phillips For Congress August 2011 - January 2012
Northwestern Mutual May 2011 - August 2011
ACISports August 2008 - May 2011
Rec Service College at Brockport August 2008 - May 2011
Skills
Sales, Leadership
Education
State University of New York College at Brockport 2007 — 2011
Business Administration Management Concentration, Minor in Economics
Seton Catholic Central High School 2003 — 2007
Maines Paper & Food Service June 2013 - Present
Maines Paper & Food Service April 2012 - May 2013
Phillips For Congress August 2011 - January 2012
Northwestern Mutual May 2011 - August 2011
ACISports August 2008 - May 2011
Rec Service College at Brockport August 2008 - May 2011
Skills
Sales, Leadership
Education
State University of New York College at Brockport 2007 — 2011
Business Administration Management Concentration, Minor in Economics
Seton Catholic Central High School 2003 — 2007
Galen Foster's Northwestern Mutual Experience March 2008 - June 2008
Job
Industry Financial Services
Experience
Boces Substitute Service September 2008 - Present
Northwestern Mutual March 2008 - June 2008
Mirkovic Lambert and Associates October 2006 - September 2007
Ameriprise Financial December 2005 - October 2006
Greenbush Area YMCA December 2001 - July 2005
Cardio Fitness Center, Inc February 2001 - December 2001
Winstar Communications, Inc November 1999 - September 2000
Skills
Strategy, Strategic Planning, Sales, Public Speaking, Management, Leadership, Customer Service, Business Strategy
Education
New School for Social 1993 — 1997
Masters Research; Bachelor of Arts, Sociology; Sociology
Stanford University 1987 — 1991
BA, Sociology
Boces Substitute Service September 2008 - Present
Northwestern Mutual March 2008 - June 2008
Mirkovic Lambert and Associates October 2006 - September 2007
Ameriprise Financial December 2005 - October 2006
Greenbush Area YMCA December 2001 - July 2005
Cardio Fitness Center, Inc February 2001 - December 2001
Winstar Communications, Inc November 1999 - September 2000
Skills
Strategy, Strategic Planning, Sales, Public Speaking, Management, Leadership, Customer Service, Business Strategy
Education
New School for Social 1993 — 1997
Masters Research; Bachelor of Arts, Sociology; Sociology
Stanford University 1987 — 1991
BA, Sociology
Chris Briski's Northwestern Mutual Experience May 2011 - September 2011
Job Commercial Banking Portfolio Manager at Associated Bank
Industry Financial Services
Experience
Associated Bank March 2013 - Present
Associated Bank January 2013 - March 2013
Associated Bank June 2012 - December 2012
Northwestern Mutual May 2011 - September 2011
N & M Transfer Co., Inc. May 2010 - August 2010
Skills
Investments, Microsoft Word, Financial Analysis, PowerPoint, Leadership, Finance, Microsoft Excel, Social Media, Coaching, Microsoft Office, Public Speaking, Customer Service, New Business Development, Strategic Financial..., Portfolio Management, Sales Management, Time Management, Sales
Education
St. Norbert College 2008 — 2012
Business Administration, Finance Concentration and Spanish Minor
Xavier High School 2004 — 2008
High School Diploma
Associated Bank March 2013 - Present
Associated Bank January 2013 - March 2013
Associated Bank June 2012 - December 2012
Northwestern Mutual May 2011 - September 2011
N & M Transfer Co., Inc. May 2010 - August 2010
Skills
Investments, Microsoft Word, Financial Analysis, PowerPoint, Leadership, Finance, Microsoft Excel, Social Media, Coaching, Microsoft Office, Public Speaking, Customer Service, New Business Development, Strategic Financial..., Portfolio Management, Sales Management, Time Management, Sales
Education
St. Norbert College 2008 — 2012
Business Administration, Finance Concentration and Spanish Minor
Xavier High School 2004 — 2008
High School Diploma
Vance Ryan's Northwestern Mutual Experience May 2010 - August 2010
Job Senior Solution Analyst at Digital River
Industry Accounting
Experience
Digital River January 2015 - Present
Digital River August 2013 - Present
Digital River June 2012 - August 2013
St. Olaf College August 2008 - May 2012
Elavon Financial Institution Solutions June 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Spanish, Microsoft Excel, Marketing, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Economics, Social Media, Leadership, Analysis, Social Media Marketing, Finance, Sales, Solution Architecture, Creative Solutions
Education
St. Olaf College 2008 — 2012
Bachelor's degree, Economics, Spanish, Management Studies
Mounds Park Academy 1996 — 2008
Digital River January 2015 - Present
Digital River August 2013 - Present
Digital River June 2012 - August 2013
St. Olaf College August 2008 - May 2012
Elavon Financial Institution Solutions June 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Spanish, Microsoft Excel, Marketing, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Economics, Social Media, Leadership, Analysis, Social Media Marketing, Finance, Sales, Solution Architecture, Creative Solutions
Education
St. Olaf College 2008 — 2012
Bachelor's degree, Economics, Spanish, Management Studies
Mounds Park Academy 1996 — 2008
Ryan Merone's Northwestern Mutual Experience Service LeaderHannaford Bros. Co.September 2008 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Service LeaderHannaford Bros. Co.September 2008 - Present
Education
State University of New York at New Paltz 2010 — 2011
BA, Accounting, Finance
SUNY Orange
Northwestern Mutual Service LeaderHannaford Bros. Co.September 2008 - Present
Education
State University of New York at New Paltz 2010 — 2011
BA, Accounting, Finance
SUNY Orange
Sara Marcotte's Northwestern Mutual Experience August 2011 - October 2011
Job Sales Associate at Proximiti Communications
Industry Computer Software
Experience
Proximiti Communications January 2011 - Present
Northwestern Mutual August 2011 - October 2011
Skills
Computers, Mobile Applications, Salesforce.com, Microsoft CRM, Microsoft Office
Education
St. Petersburg College 2011 — 2013
Bachelor's Degree, Elementary Education and Teaching
University of South Florida 2009 — 2010
Associate of Arts (A.A.), Public Relations, Advertising, and Applied Communication
University of Tampa 2008 — 2009
Public Relations, Advertising, and Applied Communication
Proximiti Communications January 2011 - Present
Northwestern Mutual August 2011 - October 2011
Skills
Computers, Mobile Applications, Salesforce.com, Microsoft CRM, Microsoft Office
Education
St. Petersburg College 2011 — 2013
Bachelor's Degree, Elementary Education and Teaching
University of South Florida 2009 — 2010
Associate of Arts (A.A.), Public Relations, Advertising, and Applied Communication
University of Tampa 2008 — 2009
Public Relations, Advertising, and Applied Communication
Demi Knowles's Northwestern Mutual Experience May 2011 - Present
Job
Industry
Experience
Northwestern Mutual May 2011 - Present
Education
St. Thomas University 2008 — 2011
Bachelor's, Finance
Northwestern Mutual May 2011 - Present
Education
St. Thomas University 2008 — 2011
Bachelor's, Finance
Katy Amenda's Northwestern Mutual Experience August 2010 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2010 - Present
Leaning Exchange February 2010 - June 2010
Skills
Disability Insurance, Long Term Care Insurance, Insurance, Microsoft Word, Life Insurance, Retirement, Long-term Care, Term Life Insurance, Whole Life
Education
St. Norbert College 2007 — 2009
Bachelor of Arts, Education
University of Wisconsin-Green Bay 2004 — 2007
Education
Northwestern Mutual August 2010 - Present
Leaning Exchange February 2010 - June 2010
Skills
Disability Insurance, Long Term Care Insurance, Insurance, Microsoft Word, Life Insurance, Retirement, Long-term Care, Term Life Insurance, Whole Life
Education
St. Norbert College 2007 — 2009
Bachelor of Arts, Education
University of Wisconsin-Green Bay 2004 — 2007
Education
Tami Cordero's Northwestern Mutual Experience April 1998 - April 2004
Job Mentail Health Program Specialist at New York State Department of Health
Industry Individual & Family Services
Experience
NY State Office of Mental Health April 2015 - Present
CAPTAIN Youth & Family Services December 2014 - April 2015
Burnt Hills Ballston Lake School District September 2009 - January 2015
The Charlton School (The Ketchum Grande Memorial School) July 2012 - May 2013
The MASIE Center April 2004 - April 2005
Northwestern Mutual April 1998 - April 2004
Skills
Student Counseling, Career Counseling, Administrative Support, Counseling, Career Exploration, Crisis Counseling, Crisis Intervention, Career Assessment, Psychotherapy, Administrative..., Mental Health, Strategic Planning, Public Speaking, Resume Writing, Policy, Adolescents, Community Outreach, Customer Service
Education
The Sage Colleges-Sage Graduate School 2006 — 2007
Master's, Counseling (Education)
SUNY Albany 1996 — 1998
Bachelor of Arts, Sociology and Psychology
State University of New York College at Brockport
NY State Office of Mental Health April 2015 - Present
CAPTAIN Youth & Family Services December 2014 - April 2015
Burnt Hills Ballston Lake School District September 2009 - January 2015
The Charlton School (The Ketchum Grande Memorial School) July 2012 - May 2013
The MASIE Center April 2004 - April 2005
Northwestern Mutual April 1998 - April 2004
Skills
Student Counseling, Career Counseling, Administrative Support, Counseling, Career Exploration, Crisis Counseling, Crisis Intervention, Career Assessment, Psychotherapy, Administrative..., Mental Health, Strategic Planning, Public Speaking, Resume Writing, Policy, Adolescents, Community Outreach, Customer Service
Education
The Sage Colleges-Sage Graduate School 2006 — 2007
Master's, Counseling (Education)
SUNY Albany 1996 — 1998
Bachelor of Arts, Sociology and Psychology
State University of New York College at Brockport
Alexander Schumacher's Northwestern Mutual Experience June 2013 - October 2013
Job Securities Lending Analyst II : Citi
Industry Financial Services
Experience
Citi May 2014 - Present
PwC November 2013 - February 2014
Northwestern Mutual June 2013 - October 2013
Aon Hewitt February 2012 - May 2013
Tilly's July 2009 - February 2012
Musician May 2007 - May 2011
Skills
Sales, Time Management, Customer Service, Retail, Networking, Invoicing, Customer Experience, Recording, Databases, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook
Education
CFA Level 2 Candidate - June 2016 2015 — 2015
University of Central Florida 2010 — 2013
Bachelor of Business Administration (BBA), Finance with Investments Concentration, 3.6
St. Petersburg College 2008 — 2010
Associate's Degree
Citi May 2014 - Present
PwC November 2013 - February 2014
Northwestern Mutual June 2013 - October 2013
Aon Hewitt February 2012 - May 2013
Tilly's July 2009 - February 2012
Musician May 2007 - May 2011
Skills
Sales, Time Management, Customer Service, Retail, Networking, Invoicing, Customer Experience, Recording, Databases, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook
Education
CFA Level 2 Candidate - June 2016 2015 — 2015
University of Central Florida 2010 — 2013
Bachelor of Business Administration (BBA), Finance with Investments Concentration, 3.6
St. Petersburg College 2008 — 2010
Associate's Degree
Gary Veal's Northwestern Mutual Experience June 1997 - Present
Job Lead Solution Architect at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 1997 - Present
Johnson Controls May 1996 - June 1997
Technology Consulting Corporation August 1991 - May 1996
BIS Banking Systems August 1988 - July 1991
Skills
Enterprise Architecture, SDLC, Solution Architecture, SOA, IT Strategy, Requirements Analysis, SharePoint, Business Analysis, Unix, Agile Methodologies, Integration, Disaster Recovery, Requirements Gathering, ITIL, Cloud Computing
Education
Staffordshire University 1987 — 1988
Bachelor of Science (BSc), Computer Science
University of Wales - NEWI 1985 — 1987
Diploma, Computer Science
Pendeford High School
Northwestern Mutual June 1997 - Present
Johnson Controls May 1996 - June 1997
Technology Consulting Corporation August 1991 - May 1996
BIS Banking Systems August 1988 - July 1991
Skills
Enterprise Architecture, SDLC, Solution Architecture, SOA, IT Strategy, Requirements Analysis, SharePoint, Business Analysis, Unix, Agile Methodologies, Integration, Disaster Recovery, Requirements Gathering, ITIL, Cloud Computing
Education
Staffordshire University 1987 — 1988
Bachelor of Science (BSc), Computer Science
University of Wales - NEWI 1985 — 1987
Diploma, Computer Science
Pendeford High School
Bowei Li's Northwestern Mutual Experience June 2013 - January 2014
Job Student at State University of New York at New Paltz
Industry Financial Services
Experience
Northwestern Mutual June 2013 - January 2014
Skills
Microsoft Office, Social Media, Microsoft Excel, Customer Service, Research, PowerPoint, Microsoft Word, Leadership, Event Planning
Education
SUNY New Paltz 2011 — 2015
Northwestern Mutual June 2013 - January 2014
Skills
Microsoft Office, Social Media, Microsoft Excel, Customer Service, Research, PowerPoint, Microsoft Word, Leadership, Event Planning
Education
SUNY New Paltz 2011 — 2015
Alexander Fiel's Northwestern Mutual Experience June 2013 - August 2013
Job Server at Mandarin Garden
Industry Insurance
Experience
42 Insurance Agency, LLC March 2015 - Present
Mandarin Garden September 2012 - Present
Northwestern Mutual June 2013 - August 2013
Buffalo Wild Wings April 2012 - August 2012
Education
St. Norbert College 2012 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies
42 Insurance Agency, LLC March 2015 - Present
Mandarin Garden September 2012 - Present
Northwestern Mutual June 2013 - August 2013
Buffalo Wild Wings April 2012 - August 2012
Education
St. Norbert College 2012 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies
Christine O'Toole's Northwestern Mutual Experience January 2008 - April 2014
Job Registered Nurse at BayCare Health System
Industry Medical Practice
Experience
BayCare Health System February 2015 - Present
Windmoor Healthcare of Clearwater April 2014 - Present
Northwestern Mutual January 2008 - April 2014
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Strategic Financial..., Event Planning
Education
St. Petersburg College 2014 — 2015
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
St. Petersburg College 2010 — 2013
Associate of Science (AS), Registered Nursing/Registered Nurse
BayCare Health System February 2015 - Present
Windmoor Healthcare of Clearwater April 2014 - Present
Northwestern Mutual January 2008 - April 2014
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Strategic Financial..., Event Planning
Education
St. Petersburg College 2014 — 2015
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
St. Petersburg College 2010 — 2013
Associate of Science (AS), Registered Nursing/Registered Nurse
Lisa Heise's Northwestern Mutual Experience July 1996 - May 2008
Job Financial Services Professional
Industry Financial Services
Experience
Northwestern Mutual July 1996 - May 2008
Northwestern Mutual 1996 - 2008
Skills
Series 7, Series 24, Series 65, Series 6, Series 26, Series 63
Education
St. Norbert College 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Northwestern Mutual July 1996 - May 2008
Northwestern Mutual 1996 - 2008
Skills
Series 7, Series 24, Series 65, Series 6, Series 26, Series 63
Education
St. Norbert College 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Pat Manni's Northwestern Mutual Experience June 2012 - August 2012
Job Cook at Manni's diner
Industry Restaurants
Experience
Manni's diner February 2014 - Present
Manni's diner June 2009 - Present
Northwestern mutual June 2012 - August 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Time Management, Microsoft Word, Food, Restaurants, Teamwork, Customer Satisfaction, Inventory Management, PowerPoint
Education
State University of New York College at Buffalo 2011 — 2013
Bachelor of Science (B.S.), Marketing
Manni's diner February 2014 - Present
Manni's diner June 2009 - Present
Northwestern mutual June 2012 - August 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Time Management, Microsoft Word, Food, Restaurants, Teamwork, Customer Satisfaction, Inventory Management, PowerPoint
Education
State University of New York College at Buffalo 2011 — 2013
Bachelor of Science (B.S.), Marketing
Wells Fargo
Fidelity Investments
U.S. Bank
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank