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
BlytheWhite August 2014 - Present
U.S. Bank February 2014 - August 2014
U.S. Bank December 2012 - January 2014
Tennessee Bank & Trust, A Division of Farmers Bank & Trust July 2011 - December 2012
Northwestern Mutual May 2009 - August 2009
Skills
Commercial Banking, Credit, Portfolio Management, Financial Analysis, Banking, Commercial Lending, Risk Management, Finance, Analysis, Cash Management
Education
Murray State University 2013 — 2015
Master of Business Administration (MBA), Finance
University of Kentucky 2007 — 2011
Bachelors of Business Administration, Finance, Economics
Paducah Tilghman High School 2004 — 2007
Vintage Printing/Distribution Services August 2015 - Present
Northwestern Mutual June 2014 - Present
Skills
Logistics, Retail, Customer Service, Merchandising, Sales Operations, Business Development, Time Management, Customer Satisfaction, Market Research
Education
University of Kentucky 2004 — 2008
Bachelors, Business: Marketing
Simmons & Williams Brothers Enterprize, LLC July 2014 - Present
Northwestern Mutual March 2013 - August 2014
Brett Construction / Setzer Properties June 2010 - March 2013
N.F.L March 2009 - February 2011
Skills
Sales, Transportation, Leadership, International Logistics, Analysis, Finance, Team Building, International Shipping, Freight Transportation, Customer Service, Marketing, Financial Services, Business Development, Financial Analysis, Social Media Marketing, Marketing Strategy
Education
University of Kentucky 2005 — 2008
Bachelor's degree, Agricultural Economics
Zonetail July 2015 - Present
Rodriguez Law Group April 2014 - July 2015
Northwestern Mutual March 2012 - March 2014
Union Capital Inc. August 2008 - March 2012
Yum! Brands January 2008 - August 2008
Irvine Company January 2007 - December 2007
Orrick, Herrington & Sutcliffe LLP March 2007 - August 2007
Empire Today January 2006 - January 2007
Union Capital Inc. June 2001 - December 2006
Skills
Business Development, Enterprise Solution..., B2B software, SaaS, Legal Writing, Entrepreneurship, Corporate Law, Contract Negotiation, Negotiation, Civil Litigation, Research, Sales, Customer Service, Investments, Licensing, Microsoft Office, Insurance, Westlaw, Marketing Strategy, Real Estate, Financial Analysis, Strategic Financial..., Human Resources, Microsoft Word, Health Insurance, Small Business, Criminal Law, Compliance, Contractual Agreements, Legal Discovery, Team Management, Customer Relations, Product Development, Inventor, Internet Entrepreneur, Family Law, Product Design, Corporate Development, International Business..., Corporate Branding, Digital Innovation, Social Entrepreneurship, Sales Management, Operations Management, Corporate Social..., Real Estate Contracts, Risk Management, International Trade Law, European Law, Advertising Research
Education
University of La Verne 2008 — 2011
Juris Doctorate, College of Law
Soka University of America 2001 — 2005
B.A., Liberal Arts with Humanities Emphasis
Northwestern Mutual May 2015 - Present
Catalina Desserts Inc. May 2014 - August 2014
Clearwire May 2013 - August 2013
Skills
Wealth Management, Sales, Investment Management, Account Management, Salesforce.com, Investment Advisory, Insurance, Strategic Partnerships, Lead Generation, Management, CRM, Leadership, Direct Sales, Sales Process, B2B, Cold Calling, Strategy, Solution Selling, Customer Service, PowerPoint, Public Speaking, Time Management, Event Planning, Social Networking, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor's Degree, Finance
Loyola Academy High School, Wilmette 2007 — 2011
General Education, General Studies
Northwestern Mutual January 2014 - August 2014
University Housing and Dining January 2013 - May 2014
Skills
Social Media Marketing, Social Networking, Marketing, Event Planning, Social Media, Market Research, Facebook, Time Management
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2016
Marketing
University of Iowa - Henry B. Tippie College of Business 2012 — 2016
Human Resources Management/Personnel Administration, General
Guaranteed Rate June 2014 - Present
Woodfield Fund Administration, LLC April 2013 - August 2013
Northwestern Mutual March 2012 - June 2012
Twin Orchard Country Club July 2011 - March 2012
Skills
Insurance, Management, Disability Insurance, Retirement Planning, Life Insurance, Fixed Annuities, Strategic Financial..., Retirement, Financial Analysis, Long-term Care, Investments, Microsoft Excel, Wealth Management, PowerPoint, Long Term Care Insurance, Finance, Microsoft Word, Microsoft Office, Customer Service, Sales, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Lake Zurich High School 2010 — 2014
Bridgepoint Merchant Banking June 2015 - Present
University of Iowa - Henry B. Tippie College of Business January 2015 - May 2015
Northwestern Mutual May 2014 - August 2014
ITsavvy June 2013 - August 2013
ITsavvy June 2010 - January 2013
ITsavvy June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Research, Photoshop, Public Speaking, Teamwork, Social Media, English, Windows, HTML, Event Planning, Outlook, Teaching, Time Management, Java, Team Leadership, Financial Analysis, Revenue & Profit Growth, Investments, Business Strategy, Numerical Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor’s Degree, Finance, General, Senior
Glenbard South High School
Northwestern Mutual November 2012 - Present
Vermilion Parish School Board October 2009 - November 2012
Datacom March 2008 - January 2009
Skills
Marketing Communications, Multi Tasking, Microsoft Word, Social Networking, Customer Service, Public Speaking, Event Planning, Public Relations, Fundraising, Marketing
Education
University of Louisiana at Lafayette 2009 — 2012
Bachelor of Arts (B.A.), Elementary Education and Teaching
University of Louisiana at Lafayette 2004 — 2007
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Prizm Productions LLC February 2012 - May 2013
William Jewell College Student Affairs Office August 2011 - May 2013
Sarah Steelman for US Senate Campaign May 2012 - August 2012
Northwestern Mutual July 2011 - January 2012
Shawnee County Umpire April 2009 - July 2010
Skills
Social Media, Market Research, Marketing, Management, Sales, Training, Research, Social Media Marketing, Public Relations, Customer Service, Leadership, Microsoft Office, PowerPoint, Public Speaking
Education
University of Iowa College of Law 2013 — 2016
Doctor of Law (JD), General, 1L
William Jewell College 2009 — 2013
Business Administration, Political Science
William Jewell College 2009 — 2013
Political Science and Business Administration
Northwestern Mutual August 2015 - Present
Association Management Center September 2014 - July 2015
University of Iowa Athletic Department November 2012 - May 2014
Rice Pool And Waterpark May 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Facebook, Leadership, Team Management, Management, Corporate Finance, Data Analysis, Time Management, Team Leadership, Market Research, Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Northwestern Mutual January 2013 - Present
Northwestern Mutual January 2013 - Present
Skills
Disability Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Leadership, Customer Service, Retirement, Strategic Financial..., Financial Planning, Long-term Care, Microsoft Office
Education
Jamestown College
Enterprise Rent-A-Car May 2015 - Present
The University of Iowa-Fleet Services January 2015 - Present
Voss Distributing August 2014 - December 2014
Voss Distributing May 2014 - August 2014
Northwestern Mutual May 2013 - January 2014
Skills
PowerPoint, Microsoft Word, Life Insurance, Disability Insurance, Finance, Leadership, Sales, Microsoft Office, Social Media, Social Networking, Teamwork, Customer Service
Education
University of Iowa 2012 — 2016
Interdepartmental Studies-Business Major
State Farm April 2014 - Present
Northwestern Mutual October 2013 - March 2014
Skills
Estate Planning, Finance, Securities, Creative Direction, Wealth Accumulation, Financial Advisory, IRAs, Series 6, Roth IRA, 401k, 401k Rollovers
Education
University of Louisiana at Lafayette 2007 — 2012
Bachelors of Liberal Arts, Political Science
Schumacher Group July 2014 - Present
Northwestern Mutual February 2014 - July 2014
Schumacher Group May 2012 - January 2014
Schumacher Group November 2008 - May 2012
Schumacher Group November 2007 - November 2008
Schumacher Group June 2006 - November 2007
Schumacher Group November 2004 - June 2006
Skills
Healthcare, Hospitals, Marketing, Salesforce.com, Event Planning, Leadership, Physician Relations, Customer Service, Marketing Communications, Microsoft Office, Teamwork, Time Management, Software Documentation, Recruiting, Data Analysis, Analytics, Training
Education
University of Louisiana at Lafayette 1999 — 2003
Bachelor's degree
Andre Jr. Music March 2015 - Present
Financial Management Services November 2014 - Present
Northwestern Mutual January 2013 - October 2013
Acadiana iPhone Repair July 2010 - March 2012
Skills
Fundraising, Public Speaking, Event Planning, Leadership, Customer Service, Community Outreach, Theology, Non-profits, Leadership Development, Biblical Studies, Singing, Music, Finance, Financial Planning, Financial Services
Education
University of Louisiana at Lafayette 2014 — 2015
Bachelor's of science Business, Economics
University of Louisiana at Lafayette 2009 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
Biola University 2008 — 2009
N/A, Theology/Theological Studies
Northwestern Mutual September 2010 - Present
Keeneland Association October 2007 - October 2010
Morgan Keegan June 1996 - October 2001
Skills
Fixed Annuities, Retirement Planning, Sales, Disability Insurance, Long Term Care Insurance, Investments, Life Insurance, IRAs, Long-term Care, Retirement, Strategic Financial..., Series 7, Wealth Management
Education
University of Kentucky 1986 — 1991
Bachelor, Marketing-Business
UTC Aerospace Systems November 2014 - Present
UTC Aerospace Systems July 2013 - October 2014
UTC Aerospace Systems July 2011 - June 2013
Delta Sigma Pi February 2008 - May 2011
ATK May 2010 - November 2010
Punch and Associates January 2010 - May 2010
Northwestern Mutual June 2009 - September 2009
Malark Logistics May 2007 - September 2008
Skills
Financial Analysis, Financial Modeling, Forecasting, Competitive Analysis, Analysis, Strategic Planning, Leadership, Management, Finance, Supply Chain, Mergers & Acquisitions, Manufacturing, Sales, Accounting, Strategy
Education
University of St. Thomas, Opus College of Business 2007 — 2011
B.A., Financial Management
University of London 2009 — 2009
Business
Sonitrol of Lexington September 2014 - Present
Party Tutor February 2012 - February 2015
NTENT May 2014 - September 2014
Northwestern Mutual June 2013 - May 2014
Seeger Weiss LLP May 2012 - August 2012
Salvage Building Materials August 2011 - December 2011
McFarland Driveway Restorations May 2011 - August 2011
Vector Marketing May 2008 - August 2008
Skills
Microsoft Office..., Marketing, Leadership, Inventory Management, Microsoft Office, Team Building, Sales, Direct Sales, Cold Calling, Sales Presentations, Sales Operations, Management, Social Media Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Social Networking
Education
University of Kentucky 2009 — 2013
Bachelors, Economics
Northern Highlands Regional High School 2005 — 2009
Northwestern Mutual July 2015 - Present
Northwestern Mutual July 2015 - Present
University of Kentucky April 2006 - April 2012
Premier Athletics - Kentucky Elite January 2011 - March 2012
Skills
Coaching, Public Relations, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Leadership
Education
University of Kentucky 2002 — 2006
Bachelor's Degree, Kinesiology and Exercise Science
University of Kentucky 2001 — 2006
One Thing Marketing June 2014 - Present
FreeLouisville.com September 2014 - Present
Northwestern Mutual June 2013 - June 2014
Target May 2011 - April 2013
Advantage Sales & Marketing May 2010 - May 2011
University of Kentucky August 2009 - December 2010
Victoria's Secret May 2008 - April 2010
Skills
Merchandising, Leadership, Retail, Sales, Marketing, Customer Service, Marketing Strategy, Communication, Creativity, SEO, Design, Networking, Search Engine..., Small Business Marketing, Consulting, PowerPoint, Management, Small Business Online..., Online Marketing, Small Business..., Social Media Marketing, Entrepreneurship, Marketing Communications, Online Advertising, Business Strategy, B2B, Graphic Design, Digital Marketing, Facebook, Lead Generation, Graphics, Keyword Research, Photoshop, Social Media, New Business Development, Public Speaking, Project Management, Public Relations, Training, Teamwork, User Experience, Video, Web Design, WordPress, Inventory Management, Time Management, Visual Merchandising, Microsoft Office, Team Leadership, Microsoft Excel
Education
University of Kentucky 2007 — 2011
Bachelor's degree, Merchandising, Apparel and Textiles, Business Minor, 3.9 GPA, Dean's List
duPont Manual High School 2004 — 2007
High School University, Summa Cum Laude
State Farm July 2015 - Present
Self -Employed May 2015 - Present
Northwestern Mutual October 2013 - June 2015
University of Louisiana at Lafayette August 2013 - December 2013
Enterprise Rent-A-Car May 2012 - July 2013
Skills
Facebook, Singing, Guitar, Soccer, Event Planning, Public Speaking, Social Networking, Graphic Design, Guns, Hunter, Fisher, Love to Cook, Media Relations, Press Releases, Walker, Analysis, Professional..., Time Management, Social Media, Public Relations, Financial Analysis, Personal Budgeting, Life & Health Insurance..., Strategic Financial...
Education
University of Louisiana at Lafayette 2008 — 2012
Bachelor's degree, Public Relations/Image Management
University of Louisiana at Lafayette 2008 — 2012
Bachelor's degree, Public Relations, Advertising, and Applied Communication
CHSPC
Northwestern Mutual May 2008 - Present
Skills
Finance, Securities, Insurance, Investments, Customer Service, Retirement Planning, Financial Analysis, Life Insurance, Fixed Annuities
Education
University of Iowa - Henry B. Tippie College of Business
Finance
Northwestern Mutual January 1999 - Present
Skills
Customer Service, Leadership, Time Management
Education
University of Louisiana at Lafayette 1995 — 1999
Cornerstone Credit Union League March 2013 - Present
U.S. Bankruptcy Court September 2012 - February 2013
Northwestern Mutual September 2011 - May 2012
Paul E. Wilson Project for Innocence and Post Conviction Remedies May 2011 - August 2011
U.S. Bankruptcy Court May 2010 - August 2010
Daimler August 2007 - October 2008
Daimler February 2006 - August 2007
Chrysler Financial July 2004 - February 2006
Skills
Microsoft Office, Cognos, Microsoft Word, Wordperfect, DOS, Windows 7, Mac OS X, PowerPoint, Terminal, Dialers, Consumer Electronics, OS X, Customer Service, Legal Writing, Appeals, Public Speaking, Finance, Legal Research, Editing, Litigation, Research, Civil Litigation, Courts
Education
University of Kansas School of Law 2009 — 2012
Doctor of Law (J.D.), Business, Bankruptcy, Employment
Kansas State University 2000 — 2004
Bachelor of Science (BS), Criminology
Northwestern Mutual July 2012 - Present
Skills
Marketing, Customer Service, Marketing Strategy, Sales, Social Media Marketing, Strategic Planning, Event Planning, Financial Analysis, Leadership, Social Media, Sales Management, Insurance, Account Management, Retirement Planning, New Business Development, Investments, Marketing Communications, Series 7, Strategic Financial..., Advertising, Management, Microsoft Office, Public Speaking, Social Networking, Microsoft Excel, Series 63, Series 6, Cold Calling
Education
Christian Academy of Louisville
Christian Academy of Louisville
Christian Academy of Louisville
University of Kentucky
Northern Trust Corporation July 2015 - Present
Northern Trust Corporation June 2015 - July 2015
Northern Trust Corporation August 2014 - May 2015
Northern Trust April 2013 - August 2014
HawkTrade Stocks & Investments Organization August 2011 - August 2012
Wealth Management Case Study December 2011 - January 2012
Northwestern Mutual June 2010 - August 2010
Skills
Argus Modeling, CoStar, Yardi Property..., Yardi Voyager, Portfolio Management..., IMS data, FundMaster, FXall, Bloomberg Professional, Interactive Brokers, VBA, Microsoft Excel, Crystal Ball, Microsoft Office, EagleSTAR, Professional Insurance..., Investments, Analysis, Finance, Financial Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master's degree, Finance & Real Estate
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Economics
Cary-Grove High School 2004 — 2008
Principal Financial Group May 2014 - Present
Principal Financial Group September 2013 - May 2014
Principal Financial Group August 2011 - September 2013
Kingland Systems November 2010 - August 2011
Northwestern Mutual April 2007 - September 2007
Skills
Business Analysis, Process Improvement, Testing, Risk Management, SDLC, Requirements Analysis, Requirements Management, SharePoint, Business Requirements, Functional Requirements, Test Planning, Test Management, Test Cases, Strategic Planning, System Requirements, Training, Insurance, Visio, Access, Agile Methodologies, User Experience, Prototype, Project Planning, Scaled Agile, User Experience Design
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (M.B.A.)
Iowa State University - Gerdin College of Business 2006 — 2010
Bachelor, Finance and Management Information Systems
Nevada High School
Aspen Marketing May 2012 - Present
Adecco Technical February 2010 - May 2012
Northwestern Mutual June 2008 - October 2009
Northwestern Mutual June 2008 - August 2008
Ameriprise Financial January 2006 - January 2007
Skills
MS Office Suite, Typing, Phone Etiquette, Outlook, Scheduling, Excel, Employee Relations, Internet, Social Media, Social Networking, Operations, Organizing, PowerPoint, Customer Service, Teamwork, Word, Windows, Fax, Filing, Professional..., Access, Background Checks, New Hire Orientation, Hiring, Payroll
Education
University of Louisiana at Lafayette 2004 — 2008
Bachelors Degree, Marketing
Cody Martin LLC August 2014 - Present
University of Kentucky August 2009 - June 2014
Northwestern Mutual September 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Teaching, Public Speaking, Higher Education
Education
University of Kentucky 2009 — 2013
Marketing, Marketing
Aramark March 2014 - June 2015
Northwestern Mutual May 2013 - December 2013
American Red Cross January 2013 - August 2013
Commerce Lexington January 2012 - June 2012
Skills
Event Planning, PowerPoint
Education
University of Kentucky 2009 — 2013
Oasis Outsourcing March 2015 - Present
Arthur J. Gallagher & Co. June 2014 - March 2015
Hub International December 2012 - June 2014
Northwestern Mutual March 2010 - November 2012
Skills
Investments, Retirement Planning, Risk Management, Life Insurance, Insurance, Employee Benefits, Strategic Consulting, Disability Insurance, Executive Pay, Executive Benefits, Wealth Management, Disability Income..., Long Term Care Insurance, Business Development, Sales, Sales Management, Small Business, Finance, Financial Analysis, Strategic Financial..., Financial Services, Marketing Strategy, Financial Planning, Public Speaking, Leadership
Education
University of La Verne
B.S. Organizational Management, Minor in Economics, Business Administration and Management, General
The Compounding Center Pharmacy October 2013 - March 2014
Courtesy Ford September 2013 - October 2013
Courtesy Automotive Group August 2009 - October 2013
Courtesy Lincoln March 2013 - September 2013
Northwestern Mutual 2007 - 2008
Courtesy Automotive Group 2005 - May 2007
Skills
Marketing, Customer Service, Public Relations, Marketing Strategy, Customer Satisfaction, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Customer Retention, Research, PowerPoint, Negotiation, Telephone Skills, Team Leadership, Public Speaking, Sales, Event Planning, Social Media, Retail, Inventory Management, Sales Management, Management, Social Networking, Selling
Education
University of Louisiana at Lafayette 1990 — 1996
Nursing
Comeaux High School 1980 — 1984
General Studies
Lexington Legends February 2015 - Present
Independent Consultant August 2014 - Present
Northwestern Mutual December 2012 - August 2014
Merrill Lynch July 2012 - December 2012
LexArts April 2012 - July 2012
LexArts February 2012 - April 2012
United Way of the Bluegrass June 2009 - January 2012
Susan G. Komen for the Cure Lexington, KY January 2009 - June 2009
United Way of the Bluegrass July 2008 - December 2008
Skills
Event Planning, Public Speaking, Fundraising, Social Media, Public Relations, Non-profits, Volunteer Management, Customer Relations, Social Media Marketing, Community Outreach, Event Management, Facebook, Community Relations, Community Development, Customer Service, Nonprofits, Small Business, Strategic Communications, Training, Strategic Planning, Philanthropy, New Business Development, Newsletters, Grant Writing, Advertising, Marketing, Program Management, Research, Leadership, Strategy, Recruiting, Project Management, Social Networking, Marketing Communications, Leadership Development, Media Relations, Sponsorship, Budgets, Proposal Writing, Grants, Team Building, Coaching, Program Development, Time Management, Marketing Strategy, Press Releases, Editing, Politics, PowerPoint, Management
Education
University of Kentucky
Bachelor Arts, Agriculture Economics with a minor in Business
Northwestern Mutual January 2007 - Present
Northwestern Mutual 2007 - 2009
Commonwealth Attorney's Office August 2004 - December 2004
Education
University of Kentucky 2003 — 2007
B.B.A, Marketing
Northwestern Mutual June 2002 - Present
Northwestern Mutual Network June 2001 - May 2002
The University of Iowa February 1999 - June 2001
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BBA, Finance
Northwestern Mutual September 2014 - Present
Cajun Palms RV Resort May 2013 - October 2014
Olive Garden Cafe Bar and Grill October 2011 - August 2012
Louisiana State Capitol April 2011 - August 2011
Skills
Communication Skills, Computer Proficiency, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Management, Networking, Organization, PowerPoint, Quantitative Research, Research, Typing, Communication
Education
University of Louisiana at Lafayette 2009 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Davie County High School 2004 — 2008
High School
Biosense Webster June 2015 - Present
Stryker May 2013 - May 2015
CHECKredi August 2012 - April 2013
Northwestern Mutual December 2011 - April 2012
Skills
Great People Skills, Microsoft Office, Financial Reporting, Persuasive Communication, Customer Service, Salesforce.com, Sales, Office Administration, Leadership, Event Management, Direct Sales, Independence, Learning Quickly, Event Planning, Marketing, Time Management
Education
University of Kentucky 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing and Sales
Salesforce July 2015 - Present
salesforce.com October 2013 - Present
JPMorgan Chase July 2012 - October 2013
JPMorgan Chase July 2011 - June 2012
Short's Burger and Shine August 2008 - June 2011
University of Iowa January 2011 - May 2011
Northwestern Mutual April 2010 - August 2010
Skills
Sales, Salesforce.com, Customer Service, Valuation, Banking, Social Media, Sports, Leadership, Sales Process, Asset Managment, Financial Analysis, CRM, Lead Qualification, Financial Modeling, Microsoft Excel, Economics, SaaS, Enterprise Software, Finance, Management, Financial Services, Coaching, Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
BBA, Finance
Gavilon Group, LLC June 2015 - Present
Northwestern Mutual April 2014 - Present
First Kentucky Securities Corporation 2013 - 2013
Skills
Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, PowerPoint, Financial Analysis
Education
University of Kentucky 2010 — 2015
Finance and Management, Deans List
University of Kentucky
Holy Ghost Catholic Church November 2012 - Present
Guidry Entertainment Professional DJ Service February 1998 - Present
Our Lady Queen of Angels Catholic Church May 2003 - Present
Northwestern Mutual April 2012 - February 2013
Cumulus Media - Lafayette, LA August 2011 - December 2011
Our Lady Queen of Angels Catholic church May 2003 - July 2011
Skills
Life Insurance, Disability Insurance, Insurance, Long Term Care Insurance, Long-term Care, Employee Benefits, Financial Analysis, Small Business, Public Speaking, Music, Logistics, Leadership, Volunteer Management, Team Building
Education
University of Louisiana at Lafayette
Bachelor of Arts, Interpersonal & Organizational Communications
Center for Ministry Development - National Federation for Catholic Youth Ministry 2000 — 2002
National Certification in Catholic Youth Ministry, Youth Ministry
Northwestern Mutual March 2013 - Present
Northwestern Mutual June 2010 - November 2011
Ameriprise Financial Services, Inc. August 2008 - May 2010
Skills
Education Funding, Long Term Care Insurance, Wealth Accumulation, Roth IRA, Strategic Financial..., IRAs, Disability Insurance, Fixed Annuities, Retirement Planning, Variable Products, Long-term Care, Life Insurance, Retirement, Insurance, 401k Rollovers, Whole Life, Series 63, Term Life Insurance, Estate Planning, Securities, Leadership
Education
Jamestown College 2005 — 2010
Bachelor of Science (BS), Financial Planning, Accounting, Business Admin.
PNC Capital Markets February 2012 - Present
PNC November 2010 - February 2012
Northwestern Mutual May 2009 - January 2010
Skills
Fixed Income, Finance, Financial Services, Financial Analysis, Customer Service, Investments, Trading, Risk Management, Leadership, Financial Risk, Microsoft Excel
Education
University of Kentucky 2005 — 2009
BBA, Finance
Chaminade-Julienne Catholic High School 2001 — 2005
Northwestern Mutual June 2008 - Present
Northwestern Mutual June 2008 - Present
Education
University of Jamestown 2004 — 2008
BA, Business Administration with concentrations in Accounting and Financial Planning
University of Jamestown 2004 — 2008
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors, LLC 2009 - September 2012
Northwestern Mutual June 2007 - June 2008
Education
University of Kentucky 2003 — 2007
Bachelor of Business Administration, Finance
Universite de Neuchatel 2006 — 2006
International Business
AstraZeneca June 2011 - July 2015
AstraZeneca June 2011 - July 2015
DeanO's Pizza December 2009 - December 2010
Foster Marketing Communications January 2010 - June 2010
Northwestern Mutual August 2009 - December 2009
Alicia's Fine Clothiers December 2006 - May 2009
Skills
Sales, Microsoft Office, Advertising, Account Management, Marketing, Strategic Planning, Marketing Strategy, Market Research, Leadership, Selling, Sales Management, Cold Calling, New Business Development, Direct Sales, Competitive Analysis, Marketing Research, Product Marketing, Trade Shows, Management, Salesforce.com, Building Relationships, Team Building, Business Development, Budgets, Healthcare, Strategy, Teamwork, Business Strategy, Pharmaceutical Sales
Education
University of Louisiana at Lafayette 2006 — 2010
B.I. Moody II College of Business Administration Bachelor of Science; 2010, Business Administration, Marketing; Business to Business Marketing, Human Resource Management
Notre Dame High School of Acadia 2002 — 2006
Crescent Crown Distributing, LLC September 2013 - Present
Northwestern Mutual September 2012 - September 2013
Dunn's Furniture and Interiors August 2010 - September 2012
Skills
Writing, Communication Skills, Event Planning, Event Management, Corporate Events, Mac OS, Adobe Creative Suite, Microsoft Office, Reporting & Analysis, Problem Solving, Organization, Energetic team player, Technical Writing, Photoshop, Microsoft Excel, Social Media, InDesign, Press Releases, Management, Customer Service, Inventory Management
Education
University of Louisiana at Lafayette 2005 — 2010
BA, Public Relations, Advertising, and Applied Communication
St. Thomas More Catholic High School 2001 — 2005
Diploma
Northwestern Mutual December 2012 - Present
Self Employed December 2010 - November 2012
Skills
Customer Service, Microsoft Office, Public Speaking, Sales, Strategic Planning, Microsoft Excel
Education
University of Kentucky 2005 — 2010
Northwestern Mutual January 2012 - Present
Citifinancial March 2008 - December 2011
Education
University of Kentucky 2002 — 2007
BS Family and Consumer Science, Family and Consumer Science
Northwestern Mutual July 2015 - Present
Neace Lukens February 2011 - June 2015
Louisville Convention & Visitors Bureau April 2010 - February 2011
Coach May 2006 - December 2009
Education
University of Kentucky 2005 — 2009
Bachelor of Arts & Science, Corporate Communication
Sacred Heart Academy 2001 — 2005
Bui Financial Services September 2013 - Present
B & N Capital, LLC January 2013 - June 2014
Northwestern Mutual September 2009 - September 2013
Contintrade Distributor February 2008 - October 2009
University of Iowa May 2006 - February 2008
Skills
Multilingual, Online Marketing, Website Development, Sales Management, Marketing, Sales, Strategic Planning, Finance, Networking, Small Business
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Marketing
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Northwestern Mutual August 2008 - Present
Communications Corporation of America 2004 - 2007
WGMB-TV, WVLA-TV, WBRL-TV and WZUP-TV 1991 - 2000
KLFY-TV 1988 - 1991
Education
University of Louisiana at Lafayette 1974 — 1978
B.A., Mass Communications
SEBS November 1994 - Present
(SEBS) Strategic Employee Benefit Services of Louisiana 1994 - Present
Northwestern Mutual 1994 - 2010
Education
University of Louisiana at Lafayette
BS, Personnel Management and Finance
Northwestern Mutual October 2006 - Present
Education
University of Louisiana at Lafayette 2001 — 2006
Business Management
Delta Gamma Fraternity Executive Offices July 2015 - Present
Delta Gamma Fraternity Executive Offices October 2013 - June 2015
Delta Gamma Fraternity Executive Offices August 2013 - October 2013
Delta Gamma Fraternity Executive Offices August 2012 - August 2013
The Tulip Bistro and Bar May 2011 - August 2012
American Heart Association January 2012 - May 2012
Northwestern Mutual May 2010 - August 2010
Skills
Event Planning, Social Media, Marketing, Public Relations, Social Media Marketing, Fundraising, Social Networking, Event Management, Management, Leadership, Customer Service, Project Management, Persuasive Writing, Time Management, Individual Donor..., Stewardship, Donor Development, Marketing Communications, Microsoft Office, Nonprofits
Education
University of Kentucky 2008 — 2012
Bachelor's of Business Administration, Marketing, Management
Northwestern Mutual May 2015 - Present
Eat Well June 2012 - July 2015
Keelcon Inc June 2010 - May 2015
Keeneland Association September 2014 - March 2015
Skills
Financial Analysis, Finance, Leadership
Education
University of Kentucky 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Minor in Economics
Rowe Furniture July 2014 - Present
Universal Furniture Intl Inc May 2013 - Present
The Coca-Cola Company July 2012 - May 2013
Northwestern Mutual January 2011 - June 2011
Skills
Social Media
Education
University of Kentucky 2006 — 2010
Bachelors, Community Leadership and Development
Guaranteed Rate October 2013 - Present
Guaranteed Rate 2013 - 2015
Guaranteed Rate 2013 - 2015
Wells Fargo October 2008 - September 2013
Wells Fargo Home Mortgage September 2008 - September 2013
Pan American Mortgage 2008 - 2009
Great Lakes Loan Centers January 2002 - July 2007
Northwestern Mutual December 2000 - December 2002
Skills
Mortgage, Loans, Home, Construction, Refinance, Purchase, Real Estate, First Time Home Buyers, Mortgage Lending, Investment Properties, Construction Loans, Residential Homes, Underwriting, Short Sales, Condos, Single Family Homes, Referrals, Investments, Property, Mortgage Banking, FHA financing, VA loans, Loan Origination, Customer Service, FHA, Residential Mortgages, Mortgage Marketing, USDA, Reverse Mortgages, Real Estate Financing, Government Loans, FHA Financing, VA Loans
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2000
BBA, Finance and Management of Information Systems
Mason City High School Mason City, IA 1992 — 1996
Kepner Funeral Homes March 2015 - Present
Northwestern Mutual October 2011 - March 2015
EDMC September 2009 - October 2011
John F. Sampson Associates, Real Estate and Appraisal Firm January 2009 - September 2009
University of Kentucky March 2007 - December 2008
Skills
Event Planning, Training, Recruiting, Marketing, Customer Service, Management, Interviews, PowerPoint
Education
University of Kentucky 2004 — 2008
B.S., Family and Consumer Sciences/Human Sciences/Communication
University of Kentucky * College of Arts & Sciences 2004 — 2008
Bachelor of Science, Family Science
Northwestern Mutual January 2015 - Present
Skills
Customer Service, Microsoft Word
Education
University of Louisiana at Lafayette 2010 — 2014
Bachelor's degree, General Studies
Advanced Practice Strategies (APS) May 2013 - Present
Northwestern Mutual September 2012 - March 2013
Telemedicine Solutions, LLC December 2011 - May 2012
Skills
Microsoft Office, Time Management, Sales, Retirement, Social Skills, Insurance, Cold Calling, Financial Analysis, Social Media, Life Insurance, Strategic Planning, Sports, Marketing, Social Networking, Leadership, Public Speaking, PowerPoint, Event Planning
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor's of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Stuller, Inc. February 2012 - Present
Volunteers of America Greater Baton Rouge November 2011 - Present
IBERIABANK November 2008 - February 2012
Northwestern Mutual January 2008 - November 2008
Global Crossroad February 2005 - January 2008
Community Coffee May 2003 - February 2005
Skills
Employee Relations, Human Resources, Benefits Administration, Employee Benefits, Deferred Compensation, Onboarding, HR Policies, Workforce Planning, New Hire Orientations, FMLA, Labor Relations, Compensation & Benefit, Job Descriptions, Succession Planning, Employee Handbooks, Training, Performance Management, Recruiting, Team Building, Talent Acquisition, Applicant Tracking...
Education
University of Louisiana at Lafayette 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
JPMorgan Chase December 2013 - Present
JPMorgan Chase June 2012 - November 2013
Northwestern Mutual May 2011 - December 2011
University of Wisconsin - Whitewater January 2011 - May 2011
University of Wisconsin - Whitewater May 2010 - December 2010
Skills
Time Management, Sales, Microsoft Excel, Customer Service, Leadership, Microsoft Office, Access, PowerPoint, Financial Analysis, Insurance, Microsoft Word, Outlook
Education
University of Wisconsin-Whitewater 2008 — 2012
Bachelor of Business Administration, Finance; Financial Planning
University of Limerick 2009 — 2009
General Education
Oak Creek High School 2004 — 2008
High School, GED
The Project Group June 2015 - Present
Von Maur October 2014 - May 2015
Groupon February 2014 - August 2014
University of Iowa Housing Administration March 2013 - January 2014
Iowa Hawkeye Football March 2012 - December 2012
Northwestern Mutual August 2011 - March 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Social Media, Research, Teamwork, Project Planning, Microsoft Excel, Public Speaking, English, Recruiting, Technical Recruiting
Education
University of Iowa 2009 — 2015
Bachelor of Arts (B.A.), History
University of Iowa 2009 — 2013
Bachelor's degree, History
Seeking new career opportunity April 2015 - Present
National Oilwell Varco October 2012 - April 2015
Northwestern Mutual March 2011 - December 2011
Skills
Sales, Oil, Customer Service, Microsoft Office, Marketing, Leadership, Petroleum
Education
University of Louisiana at Lafayette 2007 — 2010
Bachelor of Science and Business Administration, Marketing
Johnson County SEATs May 2014 - Present
The Bread Garden / BG Urban Cafe August 2013 - May 2014
Northwestern Mutual January 2013 - September 2013
Skills
PowerPoint, Leadership, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Marketing, Social Media
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
B.B.A. in Economics - Business Track, Entrepreneurial Management Certificate
Liquor Barn May 2015 - Present
The Fresh Market April 2013 - May 2015
. June 2012 - March 2013
Northwestern Mutual April 2011 - June 2012
Kroger January 1994 - February 2011
Education
University of Kentucky 2001 — 2004
bachelors, Economics and business
Western Kentucky University 1996 — 1997
bachelors, business
DuPont Manual
Northwestern Mutual August 2015 - Present
Oakbourne Country Club September 2013 - May 2015
L'Auberge Casino June 2014 - August 2014
The Farm D' Allie Golf Course January 2013 - June 2013
Academy Sports June 2012 - August 2012
Skills
Microsoft Office, Customer Service, Management, Microsoft Word, PowerPoint, Research, Project Management, Leadership, Performance Motivation
Education
University of Louisiana at Lafayette 2012 — 2016
St. Louis Catholic High School 2008 — 2012
University of Louisiana
Business Administration and Management
University of Kentucky August 2015 - Present
University of Kentucky June 2014 - July 2015
University of Kentucky January 2014 - June 2014
CSM Photography January 2008 - January 2014
Retina Associates of Kentucky January 2013 - August 2013
National Tour Association - a division of IMG World April 2012 - June 2012
Northwestern Mutual January 2012 - March 2012
Chrisman Mill Vineyards November 2011 - March 2012
Skills
Portraits, Weddings, Portrait Photography, Commercial Photography, Headshots, Event Photography, Fine Art Photography, Babies, On Location, Digital Photography, Location Photography, Still Life, Lifestyle Photography, Black & White, Architectural..., Photojournalism, Fashion Photography, Senior Portraits, Graphic Design, Flyer Design, Photography, Art, Photos, Magazines, Lightroom, Image Editing, Travel Photography, Landscape Photography, Image Manipulation, Studio Photography, Wedding Photography, Digital Imaging, Social Media
Education
University of Kentucky 2008 — 2010
Bachelors in Art Studio, Photography, Art History, Graphic Design
University of Kentucky 2008 — 2010
Bachelor of Fine Arts (BFA), Photography
Northwestern Mutual May 2007 - Present
RedPeg Marketing January 2007 - August 2008
Skills
Personal Financial..., Marketing, Public Speaking, Sales, Strategic Planning, Event Planning, Social Media, Insurance, Investments, Microsoft Office, Time Management, PowerPoint, Finance, Leadership, Microsoft Excel, Customer Service, Financial Planning
Education
University of Kentucky 2005 — 2009
Business Administration, Finance
Vienna University of Economics and Business Administration 2008 — 2008
Business Administration, International Finance/Accounting and Business
Total Quality Logistics April 2015 - Present
Russell Capital Management January 2014 - May 2014
Northwestern Mutual May 2013 - October 2013
Regatta Seafood Grille March 2012 - August 2012
Stephens Development Co. May 2010 - August 2010
Skills
Microsoft Office, Financial Analysis, Teamwork, Leadership, Finance, Time Management, Microsoft Excel, PowerPoint, Insurance, Disability Insurance, Long-term Care, Life Insurance, Data Analysis, Customer Service, Microsoft Word
Education
University of Kentucky 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
Russell High School 2006 — 2010
Ameriprise Financial Services, Inc. May 2015 - Present
Northwestern Mutual June 2014 - May 2015
Education
University of Jamestown 2011 — 2015
Financial Planning and Wealth Management, Business
NiSource January 2015 - Present
General Electric Appliances May 2012 - January 2015
General Electric June 2011 - May 2012
Hal Heiner For Mayor May 2010 - August 2010
Northwestern Mutual May 2008 - June 2009
Skills
Marketing, Account Management, Microsoft Office, Sales, Sales Management, Sales Operations, Direct Sales, Customer Service
Education
University of Kentucky 2007 — 2011
Bloomberg BNA November 2014 - Present
UBM plc May 2013 - November 2014
Northwestern Mutual April 2011 - May 2013
U.S. House of Representatives Congressional Campaign January 2010 - November 2010
LMI May 2008 - August 2008
Skills
Insurance, Investments, Strategic Financial..., Financial Services, Financial Analysis, Analysis, Business Analysis, Strategy, Business Development, Analytics, Leadership, Business Planning, Management, Competitive Analysis, Sales Prospecting, New Business Development, Sales, Financial Planning, Marketing Strategy, Marketing, Strategic Partnerships, Social Media, Account Management
Education
George Mason University - Institute of Conflict Analysis & Resolution
BA, Conflict Analysis & Resolution - IR concentration, Magna Cum Laude
University of London
Winter Program: Marketing & PR
Mass Mutual May 2015 - Present
Northwestern Mutual January 2012 - April 2015
Skills
Nonprofits, Operations Management, Access, Databases, Office Management, PowerPoint, Outlook, Management, Event Planning, Fundraising, Customer Service, Leadership, Microsoft Excel, Public Speaking, Time Management
Education
FINRA
Series 7, 66
University of Kentucky
Master of Public Administration
University of Kentucky
Bachelor of Arts (BA), Social Work
The Krause Fund January 2015 - May 2015
GPS Capital Markets, Inc. May 2014 - August 2014
Northwestern Mutual October 2012 - May 2013
Northfield Golf Club April 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Investments, Finance, Capital Markets, Personal Finance, Financial Risk, PowerPoint, Strategic Financial..., Teamwork, Leadership, Currency, FX Hedging, Economics, Financial Modeling, Banking, Microsoft Office, FX Spot, FX Swaps, Customer Service, Financial Planning, Microsoft Word
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Northfield High School 2007 — 2011
Northwestern Mutual September 2015 - Present
CICS Chicago Quest January 2014 - June 2015
Noble Charter Schools September 2011 - June 2013
Supplemental Education Services March 2013 - May 2013
Charlotte Mecklenburg Schools August 2008 - June 2011
Skills
Lesson Planning, Curriculum Development, Tutoring, Staff Development, Teaching, Community Outreach, Public Speaking, Education Policy, Higher Education, Non-profits, Fundraising, Classroom Management, Educational Leadership, Research, Curriculum Design, Classroom, Leadership, Special Education, Program Development, Microsoft Office, Event Planning
Education
University of North Carolina at Charlotte 2009 — 2011
Master's degree, Special Education and Teaching
University of Iowa 2004 — 2008
Bachelor's degree, Political Science (emphasis: International Politics), History
Northwestern Mutual January 2013 - Present
Magnificat Travel May 2007 - December 2012
Skills
Retirement Planning, Securities, Retirement, Fixed Annuities, Strategic Financial..., Disability Insurance, Life Insurance, Investments, Mutual Funds, Wealth Management, Estate Planning, Financial Planners, Term Life Insurance, Long-term Care, Financial Planning, Finance, Customer Service, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office
Education
University of Louisiana at Lafayette 2010 — 2015
Bachelor of Business Administration (B.B.A.), Insurance and Risk Management
Northwestern Mutual September 2010 - Present
Morgan Keegan June 1996 - October 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Oldham County High School
University of Kentucky
Bachelor's degree, Marketing
Krause Fund January 2015 - May 2015
Northwestern Mutual May 2014 - September 2014
Players October 2013 - January 2014
Chicagoland Pool Management April 2012 - August 2012
Epic Events September 2010 - January 2011
Skills
Microsoft Excel, Financial Analysis, Microsoft Access, Tableau, Bloomberg Software, Minitab, Equity Research Analysis, PowerPoint, Microsoft Word, Crystal Ball, Creative Problem Solving, Creative Strategy, Personal Training, Customer Service
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Adlai E. Stevenson High School 2007 — 2011
Wells Fargo Advisors March 2015 - Present
Stafford Wells Advisors January 2014 - November 2014
Ameriprise Financial September 2010 - October 2013
Farmers Insurance February 2010 - July 2010
Northwestern Mutual September 2009 - February 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
B.B.A, Economics
MB Financial Bank January 2015 - Present
Wellmark Blue Cross and Blue Shield May 2014 - August 2014
University of Iowa January 2014 - May 2014
University of Iowa June 2011 - May 2014
AEGON Americas August 2013 - January 2014
McGladrey June 2013 - August 2013
Northwestern Mutual May 2012 - August 2012
Skills
Analytical Skills, Team Leadership, Outlook, Real Estate Economics, Microsoft Excel, Affordable Housing, Spreadsheets, Microsoft Office, Strategic Leadership, Asset Management, Financial Reporting, Leadership, Time Management, Financial Modeling, Commercial Banking, Financial Analysis, Teamwork, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor's Degree, Finance
Northwestern Mutual March 2015 - Present
PCM July 2013 - February 2015
MopedU April 2012 - October 2012
Skills
Customer Service, Microsoft Excel, Sales, Retail, SPSS, Retail Strategies, Social Media, Time Management, Social Networking, Marketing Communications, Marketing, Leadership, Social Media Marketing, Event Planning, Public Relations, Public Speaking
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Northwestern Mutual May 2013 - Present
Skills
Strategic Financial..., Retirement, Insurance, Long-term Care
Education
Hartley Melvin Sanborn High School
University of Iowa
Jackson National Life Distributors LLC September 2014 - Present
Northwestern Mutual May 2013 - September 2014
Runde Chevrolet January 2008 - April 2013
Runde Chevrolet, Inc. May 2003 - January 2008
APAC 1996 - 1998
Skills
Sales Management, Marketing Strategy, New Business Development, Sales, Marketing, Automotive, Customer Satisfaction, Inventory Management, Sales Operations, Sales Process, Team Building, Operations Management, Direct Sales, Budgets, B2B, Business Development, Advertising, Finance, Cross-functional Team..., Process Improvement, Leadership, Management, Training, Account Management, Strategic Planning, Customer Service
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2003
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Bellevue 1994 — 1998
Diploma, General Studies
Northwestern Mutual June 2014 - April 2015
Augustana University May 2011 - April 2015
Benilde-St. Margaret's School November 2010 - March 2011
Skills
Student Affairs, Academic Advising, Student Recruiting, Student Development
Education
University of Jamestown 2009 — 2010
Bachelor of Arts (BA), Business Administration with a concentration in General Management
University of Wisconsin-River Falls 2003 — 2006
Northwestern Mutual January 1990 - Present
Northwestern Mutual Financial Network 1990 - Present
Education
University of Kentucky 1985 — 1989
Bachelor of Business Administration, Finance
Northwestern Mutual January 2014 - Present
Incomeworks/Commonwealth Financial January 2009 - January 2014
The Grammar School at Somersville 2000 - 2008
Energize Springfield March 1995 - June 2000
Dain Bosworth July 1992 - December 1993
Merrill Lynch September 1988 - July 1992
Fifth Third Bank June 1985 - September 1988
Skills
Wealth Management, Investment Management, Retirement Income, Savings Strategies, Mutual Funds, Retirement, Banking, Investments, Equities, Hold Series 7, Hold Series 66, Life Insurance, Disability Insurance, Long Term Care Insurance, Uniform Combined State...
Education
University of Minnesota-Twin Cities 1989 — 1990
B.S. in Business Administration and Economics
University of Kentucky 1983 — 1987
Business Administration and Economics
Passport Health Plan November 2013 - Present
McLean Lobby, LLC July 2012 - November 2013
NetGain Technologies, Inc. September 2011 - June 2012
Don Jacobs June 2010 - June 2011
Northwestern Mutual May 2009 - December 2009
Skills
Sales, Customer Service, Marketing, Account Management, Marketing Communications, Microsoft Office, PowerPoint, Public Relations, Outlook, Social Media, New Business Development, Event Planning, Leadership, Sales Management, Microsoft Excel, Social Media Marketing, Facebook, Advertising, Email Marketing, Team Building, Sales Process, Marketing Strategy
Education
Bellarmine University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Kentucky 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
South Oldham High School 2002 — 2006
2006
Northwestern Mutual September 2010 - Present
Skills
Education Funding, Disability Insurance, Retirement Planning, Strategic Financial..., Life Insurance
Education
University of Louisiana at Lafayette
Bachelor of Business Administration (BBA)
Northwestern Mutual January 2013 - Present
Washington County Hospital January 2009 - January 2015
Northwestern Mutual January 1996 - December 2012
Skills
Integrity, Customer Service, Leadership, Management, Creative Direction, Securities, Coaching, Sales
Education
University of Iowa - Henry B. Tippie College of Business
Bachalor of Business Administration, Marketing
Trunk Club January 2015 - Present
Offspring June 2014 - November 2014
Northwestern Mutual July 2013 - December 2013
The University of Iowa January 2013 - May 2013
Skills
Social Media, Social Media Marketing, Microsoft Word, PowerPoint, Customer Service, Time Management, Event Planning, Microsoft Office, Microsoft Excel, Market Research, Marketing, Teamwork, Marketing Communications, Personal Styling, Fashion, Sales
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
John Cabot University- Rome, Italy
G & L AutoMart 2004 - Present
Northwestern Mutual 2008 - 2009
Skills
Sales, Negotiation, Marketing Strategy, Advertising, Sales Process, Inventory Management, Cold Calling, Sales Management, Public Speaking, Purchasing, Budgets, Online Marketing, Project Management, Leadership, Management, Marketing, Strategy, Strategic Planning
Education
University of Kentucky 2005 — 2009
Bachelor of Science Degree, Economics
Credit Suisse July 2015 - Present
Northwestern Mutual November 2012 - Present
Endeavor Trading, LLC 2011 - 2012
Gelber Group LLC May 2010 - May 2011
Breakwater Trading October 2008 - April 2010
Skills
Trading, Options, Equities, Proprietary Trading, Derivatives, Fixed Income, Trading Strategies, Trading Systems, Bloomberg, Financial Markets, Commodity, Electronic Trading, Hedge Funds, Series 7, Hedging, Investments, Technical Analysis, Financial Modeling, Portfolio Management, Capital Markets
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2003
Finance, Business
MassMutual Financial Group September 2015 - Present
Northwestern Mutual December 2000 - August 2015
Education
University of Louisiana at Lafayette 1993 — 1998
Bachelors, Business Administration
Teurlings Catholic High School 1988 — 1993
Northwestern Mutual January 2009 - Present
Northwestern Mutual Financial Network 2007 - 2008
Jackson Hole Central Reservations August 2006 - October 2006
Skills
Interviewing, Sales, Marketing, Resume Writing, Networking, College Recruiting, Recruiting, Social Media, Social Networking, Building Relationships, Interviews, Training, Coaching, Cold Calling, Technical Recruiting, Business Development, Salesforce.com, Leadership, Customer Service, Management, Talent Acquisition, Time Management, Leadership Development, Social Media Marketing, Talent Management, Public Speaking, Applicant Tracking..., Strategic Planning, Employee Training, Staffing Services, Temporary Placement, CRM, Internet Recruiting, Employee Relations, Employee Benefits, Career Counseling, Organizational..., Succession Planning, Event Planning, Insurance, Onboarding, Performance Management, Sourcing, Hiring, Human Resources, Team Building, Business Networking, Customer Retention, Benefits Administration, Project Planning
Education
University of Kentucky 2001 — 2005
B.A, Corporate Communications
Ballard High School 1997 — 2001
Dale Carnegie Training 2012 — 2012
Certificate of Achievement in Effective Communication and Human Relations
Fastenal August 2011 - Present
Northwestern Mutual May 2011 - July 2011
Gold'n Plump Poultry May 2010 - August 2010
Great Blue Heron Restaurant August 2006 - August 2007
Education
University of Jamestown 2006 — 2013
Jamestown College 2007 — 2012
Bachelor of Business Administration (BBA), Business Administration
Northwestern Mutual November 1994 - Present
DuPont June 1982 - November 1994
Skills
Insurance, Retirement, Strategic Financial..., Sales, Wealth Management, Wealth Accumulation, Investments, Strategic Planning, Team Building, Finance, Retirement Planning, Marketing Strategy, Marketing, Employee Benefits, Fundraising, Sales Management, Customer Service, Budgets, Public Speaking, Certified Financial..., Financial Planning, Outlook
Education
University of Kentucky 1978 — 1982
B.S., Ag. Economics
Capitas Financial March 2012 - Present
Northwestern Mutual February 2011 - March 2012
State Farm Insurance February 2009 - February 2011
Logan Lavelle Hunt August 2004 - September 2008
United Mortgage Lenders, Inc. December 2001 - September 2004
Genscape May 2000 - November 2001
BTU Brokers August 1999 - May 2000
ICAP - APB Energy September 1997 - August 1999
Skills
Strategic Planning, Negotiation, Account Management, Problem Solving, Risk Management, Insurance, Consultative Selling, Public Speaking, Selling, Sales, Team Building, Cold Calling, Sales Management, Marketing, Customer Retention, Pricing, Finance, Time Management, New Business Development, Wealth Management, Estate Planning, Life Insurance
Education
University of Kentucky 1990 — 1994
Bachelor of Science, Communication
Financial Resource Partners, LLC June 2012 - Present
The EFG Companies August 2011 - June 2012
Iowa City Animal Care and Adoption Center May 2011 - July 2011
The University of Iowa August 2007 - May 2011
Iowa Memorial Union October 2008 - October 2010
Northwestern Mutual 2009 - 2010
Skills
Entrepreneurship, Social Networking
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
B.B.A., Finance
Managing Director of Northwestern Mutual 2007 - Present
Northwestern Mutual July 1997 - Present
Education
University of Louisiana at Lafayette
BDT Capital Partners February 2013 - Present
Northwestern Mutual May 2010 - February 2013
Newedge Group USA October 2008 - March 2010
Ogilvie Security Advisors & Gentry Partners Lld. June 2006 - October 2008
Ogilvie Security Advisors Crop December 2005 - June 2006
Marshall Field's 2005 - 2006
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Finance, Accounting, Insurance, Customer Service, Budgets, Payroll, Sales, Marketing, Research, Social Media
Education
University of Iowa 2002 — 2005
BA, Studio Art - Metals
University of Chicago
Financial Decision Making Certificate
Northwestern Mutual 1988 - Present
Harfred Auto Imports 1971 - 1981
Skills
Customer Service, Public Speaking, Analysis, Sales
Education
University of Kentucky 1969 — 1971
BBA, Business
Northwestern Mutual June 2009 - August 2012
Education
University of Kentucky 2001 — 2004
Northwestern Mutual 1984 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Estate Planning, Financial Advisory, Investment Advisory, Investment Strategies, Investment Management, Securities, Insurance, High Net Worth..., Finance, Income Protection, Business Planning, Protection, Retirement, Fixed Annuities, Wealth Accumulation, Long Term Care Insurance
Education
University of Louisiana at Lafayette 1977 — 1981
University of Louisiana at Lafayette
Bachelor of Science, Education
Northwestern Mutual June 2011 - Present
University of Iowa August 2007 - May 2011
MASECO Financial June 2010 - July 2010
Skills
Finance, Personal Finance, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor Business Administration, Finance
Northwestern Mutual July 2015 - Present
The University of Iowa July 2013 - May 2015
Gen Re - A Berkshire Hathaway Company June 2014 - August 2014
Brookland-Cayce High School August 2012 - June 2013
Lexington High School August 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Teaching, Actuarial Science, Data Analysis, Calculus, Customer Service, Leadership, Mathematics, Public Speaking, Research, Social Media, Statistics
Education
University of Iowa 2013 — 2015
Master of Science (M.S.), Statistics and Actuarial Science
University of South Carolina-Columbia 2010 — 2011
Master of Teaching, Secondary Education and Teaching
University of South Carolina-Columbia 2006 — 2010
Bachelor of Science (B.S.), Mathematics
Farm Credit Mid-America May 2015 - Present
Northwestern Mutual May 2014 - July 2014
Elizabethtown Sports Park April 2013 - August 2013
Sigma Alpha Epsilon Fraternity October 2012 - August 2013
Elizabethtown Country Club February 2010 - August 2012
Skills
Research, Microsoft Excel, Project Management, Sales, Communication, Teamwork, Entrepreneurship, Networking, Social Networking
Education
University of Kentucky 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Northwestern Mutual May 2013 - Present
Northwestern Mutual May 2013 - Present
Skills
Retirement Planning, Disability Insurance, Insurance, Financial Analysis, Finance, Strategic Financial..., Retirement, Life Insurance, Investments, Mutual Funds, Long Term Care Insurance, Wealth Management, Long-term Care, Estate Planning, Wealth Accumulation
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (BBA), Management
University of Iowa
Northwestern Mutual March 2005 - Present
Education
University of Kentucky 1994 — 1997
BA, Finance
Northwestern Mutual February 2014 - Present
J.P. Morgan securities March 2011 - February 2013
New Greenwich Capital February 2010 - March 2011
New Greenwich Capital February 2010 - March 2011
Avalon Partners March 2008 - March 2010
Skills
Start-ups, Business Planning, Investments, Finance, Equities, Financial Analysis, Portfolio Management, Series 7, Fixed Income, Financial Modeling, Valuation, Securities, Series 63, Investment Banking, Asset Allocation, Alternative Investments, Mutual Funds, Derivatives, Asset Management, Capital Markets, Investment Management, Equity Research, Microsoft Excel, Bonds, Trading Systems, Uniform Combined State..., Corporate Finance, LBO, Private Placements, Trading, Wealth Management, Asset Managment, Financial Advisory
Education
University of London 1990 — 1993
BA Accounts &Finance, Finance
college school
international school
international school
international school
Northwestern Mutual February 2004 - Present
Skills
Life Insurance, Sales, Disability Insurance, Financial Analysis, Long-term Care, Long Term Care Insurance, Fixed Annuities, Strategic Planning, Retirement, Budgets, Business Planning, Term Life Insurance, Wealth Management, Insurance
Education
University of Louisiana at Lafayette 1985 — 1990
Management, Management, marketing
EMC Corporation July 2001 - Present
Lighthouse Communications December 1999 - July 2001
infoUSA April 1995 - December 1999
Allnet Communications May 1993 - April 1995
Lanier Worldwide June 1991 - May 1993
Lanier Worldwide April 1988 - June 1991
Northwestern Mutual May 1987 - April 1988
Northwestern Mutual May 1986 - May 1987
Skills
Solution Selling, E-commerce, Salesforce.com, Cloud Computing, Storage, Enterprise Software, SaaS, Managed Services, Professional Services, Outsourcing, Channel, Data Center, Virtualization, Strategic Partnerships, Disaster Recovery, Storage Solutions, Enterprise Storage, Storage Area Networks, Business Development, IT Strategy, Business Continuity, Enterprise Architecture, VMware, Complex Sales, IT Service Management, Business Intelligence, NAS, Solution Architecture, Cross-functional Team..., VDI, Storage Virtualization, Account Management, Business Alliances, Go-to-market Strategy, Lead Generation, Pre-sales, Product Management, Sales Enablement, Direct Sales, Partner Management, SAN
Education
University of Iowa - Henry B. Tippie College of Business 1981 — 1987
Bachelor of Business Administration (BBA), Marketing
Great American Insurance January 2008 - Present
Fort Thomas Independent Schools October 2007 - May 2012
Northwestern Mutual January 2007 - May 2007
Skills
Property & Casualty..., Insurance, Commercial Insurance, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word
Education
University of Kentucky 2003 — 2007
Bachelors of Business Administration, Marketing and Management
JP Morgan Chase Bank N.A. December 2014 - Present
JPMorgan Chase Bank N.A. May 2011 - Present
Charter One Bank March 2008 - May 2011
Northwestern Mutual May 2007 - March 2008
Education
University of Iowa 2000 — 2006
Northwestern Mutual July 2015 - Present
Stratagem September 2007 - July 2015
Northwestern Mutual 2007 - July 2015
BearingPoint July 2004 - June 2007
MasterTask March 1983 - June 2004
Skills
Instructional Design, Digital Media, Flash, ActionScript, JavaScript, Software Development, Consulting, HTML, Lectora, Presenter, Video Production, Video Editing, Audio Editing, Audio Post Production, Editing, Technical Writing, Multimedia, Training, Learning Management..., Captivate
Education
University of Iowa
B.A., Communications
Northwestern Mutual September 2003 - Present
Skills
Wealth Management, Disability Insurance, Finance, Budgets, Retirement Planning, Insurance, Time Management, Life Insurance, Strategic Financial..., Long Term Care Insurance, Long-term Care, Fixed Annuities, Financial Planning
Education
University of Louisiana at Lafayette 1995 — 2001
Northwestern Mutual January 2003 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2003
BBA, Finance
Northwestern Mutual 1982 - Present
Northwestern Mutual 2003 - October 2011
Skills
To learn about my...
Education
Certified Financial Planner Board of Standards Inc. 2012 — 2012
Certified Financial Planner
University of Kentucky 1976 — 1980
Bachelor's Degree, English Language and Literature, General
Cook Systems International May 2015 - Present
Warrior Energy Services October 2014 - January 2015
JPMorgan Chase, N.A. September 2012 - October 2014
Northwestern Mutual February 2012 - September 2012
C & C Technologies April 2011 - August 2011
C & C Technologies March 2007 - April 2011
Geek Squad June 2005 - March 2007
Geek Squad June 2002 - March 2007
CVS Pharmacy November 1997 - June 2000
Education
University of Louisiana at Lafayette 2011 — 2012
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General
University of Louisiana at Lafayette 2000 — 2005
Bachelor of Science in Business Administration (B.S.B.A.), Management Information Systems, 3.13
Cape Elizabeth High School, Maine 1996 — 2000
General High School Diploma
Northwestern Mutual Real Estate January 2013 - Present
Northwestern Mutual 2004 - Present
AEGON USA Realty Advisors, Inc. 1997 - 2004
Skills
Real Estate Economics, Investments, Portfolio Management, Leases, Loans, Equities, Asset Managment, Real Estate, Real Estate Development, Disposition, Valuation, Commercial Real Estate, Investment Properties, Asset Management, Real Estate Transactions, Real Estate Financing, Due Diligence, Mergers & Acquisitions
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2004
MBA, Real Estate and Finance
The Gardens Variety January 2010 - Present
Northwestern Mutual December 2001 - October 2008
Skills
Disability Insurance, Long-term Care, Fixed Annuities, Finance, Management, Long Term Care Insurance, Term Life Insurance
Education
University of Kansas - Graduate School of Business 2006 — 2009
PwC September 2013 - Present
PwC June 2012 - August 2012
Deloitte June 2011 - August 2011
PwC June 2010 - August 2010
Northwestern Mutual January 2009 - May 2010
Skills
Strategic Financial..., PowerPoint, Microsoft Excel, Auditing, Investments, Insurance, Microsoft Office, Microsoft Word, Risk Management
Education
University of Kentucky 2008 — 2012
Bachelor's, Accounting & Analytics
duPont Manual High School 2004 — 2008
Northwestern Mutual March 1990 - Present
Marriott Hotels September 1981 - February 1989
Skills
Insurance, Time Management, Customer Service, Finance, Retirement Planning, Wealth Management, Disability Insurance
Education
University of Kentucky 1984 — 1988
ba, Communications
Nielsen February 2013 - Present
Nielsen Claritas April 2010 - February 2013
Nielsen Claritas February 2008 - July 2010
Northwestern Mutual 2006 - 2006
Skills
Segmentation, Market Research, Database Marketing, Marketing Research, Nielsen, Sales Operations, Customer Insight, Direct Marketing, Competitive Intelligence, Analytics, Market Analysis, Consumer Behaviour, Competitive Analysis, Advertising Research, Management
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BBA, Marketing, Communications
Lexington-Fayette County Health Department August 2014 - Present
Lexington-Fayette County Health Department July 2012 - August 2014
Lexington-Fayette County Health Department December 2012 - March 2013
Lexington-Fayette County Health Department April 2006 - July 2012
Northwestern Mutual August 2004 - January 2006
Skills
Strategic Financial..., Financial Modeling, Planning Budgeting &..., Accounting Management, Financial Reporting, Business Valuation, Budget Creation &..., Train Staff, Financial Variance..., Cash-flow Management, Managerial Finance, Cost Accounting, Microsoft Excel, Internal Controls, Account Reconciliation, Financial Analysis, Customer Service, Process Improvement, Budgets, Management, Strategic Planning, Public Speaking, Team Building, Leadership, Healthcare, Auditing
Education
University of Cumberlands 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Kentucky 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Northwestern Mutual March 2010 - Present
Education
University of Louisiana at Lafayette 2004 — 2009
General Studies
Teurlings 1999 — 2004
Northwestern Mutual May 2009 - Present
Education
Jamestown College 2008 — 2011
Bachlors, Financial Planning
Dignity Health September 2012 - Present
Cerner February 2011 - August 2012
Northwestern Mutual January 2009 - May 2009
Skills
Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accouting
POOLCORP November 2012 - Present
Northwestern Mutual August 2011 - May 2012
Jenkins & Welleford August 2010 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft CRM, Sales, Business Development, New Business Development, Time Management, Social Networking
Education
University of Kentucky 2008 — 2012
Bachelor of Business Administration, Finance, Marketing
CIH Associates, LLC May 2012 - Present
University of Iowa Krause Fund January 2012 - May 2012
Surroundings August 2010 - May 2012
Kacena Real Estate Management May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Commodity Risk..., Options Strategies, Futures Trading, Risk Management, Hedging, Financial Risk, Finance, Financial Analysis, Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Valuation, Access, Insurance
Education
University of Iowa 2008 — 2012
B.B.A, Finance, Risk Management/Insurance
Northwestern Mutual January 2013 - Present
Education
University of Iowa 2011 — 2015
Dubuque Senior High School 2007 — 2011
Northwestern Mutual 2011 - Present
Ameriprise Financial Services, Inc. June 2001 - April 2009
Education
Airline
University of Louisiana at Lafayette
Northwestern Mutual August 2013 - April 2014
Education
University of Kentucky 2011 — 2015
Accounting, Senior
Northwestern Mutual July 2013 - Present
Always Best Care May 2013 - Present
Jenny Craig August 2012 - May 2013
Oracle Elevator May 2005 - January 2012
Skills
Customer Service, Sales Operations
Education
University of Kentucky 2012 — 2015
Bachelor of Science (BS), Dietetics/Nutrition
University of Louisville 2004 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Mercy Academy 2000 — 2004
Sabre Industries, Inc. March 2015 - June 2015
Concealfab Corporation - Wireless Antenna & Satellite Dish Concealment June 2014 - March 2015
Northwestern Mutual 2013 - 2013
ASH Industries, Inc. October 2008 - December 2011
Skills
Engineering, Quality Control, Microsoft Office, Customer Service, Microsoft Word, Process Improvement, Leadership, Microsoft Excel, Troubleshooting, Testing
Education
University of Louisiana at Lafayette 2006 — 2011
Bachelor’s Degree, Mechanical Engineering
West Point Financial Mass Mutual March 2014 - Present
Northwestern Mutual September 1991 - January 2014
The New England August 1985 - September 1991
Education
University of Iowa 1981 — 1984
Bachelor of Arts (B.A.), History
Ikerd Agency November 1998 - June 2015
Ikerd Companies October 2003 - May 2015
Northwestern Mutual January 1993 - October 1998
Met Life Insurance November 1992 - December 1997
The Bank of MT Vernon February 1987 - August 1992
Kentuckiana Resources LLC May 1983 - July 1984
Ikerd Bandy Coal Co Inc May 1979 - May 1981
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership, Research, Sales, Project Management, Training, English, Outlook, Windows, Photoshop, Project Planning, Engineering, Change Management, Recruiting, HTML, Analysis, Contract Negotiation
Education
University of Kentucky 1981 — 1983
Business Administration and Management, General