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
Katie Friedman Katie Friedman's Northwestern Mutual Experience June 2012 - June 2013
Job Assurance Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PwC July 2015 - Present
Primary Insight, LLC December 2013 - March 2014
Mediterranean Shipping Company June 2013 - December 2013
Northwestern Mutual June 2012 - June 2013
Education
University of North Carolina at Chapel Hill 2014 — 2015
Master’s Degree, Accounting
University of North Carolina at Chapel Hill 2008 — 2012
BA, Public Policy
PwC July 2015 - Present
Primary Insight, LLC December 2013 - March 2014
Mediterranean Shipping Company June 2013 - December 2013
Northwestern Mutual June 2012 - June 2013
Education
University of North Carolina at Chapel Hill 2014 — 2015
Master’s Degree, Accounting
University of North Carolina at Chapel Hill 2008 — 2012
BA, Public Policy
Matt Gromadzki Matt Gromadzki's Northwestern Mutual Experience April 2013 - December 2013
Job Finance
Industry Financial Services
Experience
Northwestern Mutual April 2013 - December 2013
Skills
Retirement Planning
Education
UNC Chapel Hill
Northwestern Mutual April 2013 - December 2013
Skills
Retirement Planning
Education
UNC Chapel Hill
Miles Simpson Miles Simpson's Northwestern Mutual Experience 2002 - 2002
Job Senior Client Relationship Manager at Optcapital, LLC
Industry Financial Services
Experience
Optcapital, LLC November 2002 - Present
Northwestern Mutual 2002 - 2002
Skills
CRM, Financial Services, Hedge Funds, Business Development, Management, Equities, System Administration, Asset Management, Risk Management, Investor Relations, Mergers & Acquisitions, Mutual Funds, Financial Markets, Deferred Compensation, Relationship Management, Series 7, Fixed Income, Executive Pay, Asset Allocation, Wealth Management
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor's Degree, Double Major: Economics and Management & Society
Optcapital, LLC November 2002 - Present
Northwestern Mutual 2002 - 2002
Skills
CRM, Financial Services, Hedge Funds, Business Development, Management, Equities, System Administration, Asset Management, Risk Management, Investor Relations, Mergers & Acquisitions, Mutual Funds, Financial Markets, Deferred Compensation, Relationship Management, Series 7, Fixed Income, Executive Pay, Asset Allocation, Wealth Management
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor's Degree, Double Major: Economics and Management & Society
Harrison McCaskill's Northwestern Mutual Experience June 2010 - September 2010
Job Regional Sales Representative at Reliance Standard
Industry Insurance
Experience
Reliance Standard November 2011 - Present
Brooksource June 2011 - November 2011
Northwestern Mutual June 2010 - September 2010
Skills
Risk Management, Health Insurance, Account Management, Sales, Marketing, Insurance, Life Insurance, Employee Benefits, Customer Service, New Business Development, Leadership, PowerPoint, Microsoft Office, Management, Social Networking
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.A., Journalism and Mass Communication
Reliance Standard November 2011 - Present
Brooksource June 2011 - November 2011
Northwestern Mutual June 2010 - September 2010
Skills
Risk Management, Health Insurance, Account Management, Sales, Marketing, Insurance, Life Insurance, Employee Benefits, Customer Service, New Business Development, Leadership, PowerPoint, Microsoft Office, Management, Social Networking
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.A., Journalism and Mass Communication
Wade Davis, J.D. Wade Davis, J.D.'s Northwestern Mutual Experience September 2013 - March 2015
Job Chief Financial Officer at South Capital Partners
Industry Banking
Experience
South Capital Partners April 2015 - Present
Northwestern Mutual September 2013 - March 2015
Fifth Third Bank July 2010 - August 2013
Skills
Banking, Capital Markets, Credit Analysis, Credit, Loans, Credit Risk, Portfolio Management, Commercial Lending, Commercial Banking, Underwriting, Mortgage Lending, Finance, Financial Analysis, Risk Management, Investments
Education
University of North Carolina School of Law 2005 — 2008
2008, Juris Doctor
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
2005, Business Administration with Distinction
South Capital Partners April 2015 - Present
Northwestern Mutual September 2013 - March 2015
Fifth Third Bank July 2010 - August 2013
Skills
Banking, Capital Markets, Credit Analysis, Credit, Loans, Credit Risk, Portfolio Management, Commercial Lending, Commercial Banking, Underwriting, Mortgage Lending, Finance, Financial Analysis, Risk Management, Investments
Education
University of North Carolina School of Law 2005 — 2008
2008, Juris Doctor
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
2005, Business Administration with Distinction
Ashley Woody Ashley Woody's Northwestern Mutual Experience May 2008 - March 2010
Job Investment Accountant at TIAACREF
Industry Accounting
Experience
TIAA-CREF April 2015 - Present
Deloitte February 2014 - April 2015
KPMG August 2011 - January 2014
UNC Chapel Hill August 2010 - May 2011
KPMG June 2010 - August 2010
Northwestern Mutual May 2008 - March 2010
Skills
Accounting, Audit, Insurance, Financial Accounting, Excel, Auditing, Internal Controls, Microsoft Excel, Risk Management, Financial Analysis, Financial Statements, Microsoft Office, Financial Services, Big 4, Financial Reporting, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
BSBA, Business Administration
TIAA-CREF April 2015 - Present
Deloitte February 2014 - April 2015
KPMG August 2011 - January 2014
UNC Chapel Hill August 2010 - May 2011
KPMG June 2010 - August 2010
Northwestern Mutual May 2008 - March 2010
Skills
Accounting, Audit, Insurance, Financial Accounting, Excel, Auditing, Internal Controls, Microsoft Excel, Risk Management, Financial Analysis, Financial Statements, Microsoft Office, Financial Services, Big 4, Financial Reporting, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
BSBA, Business Administration
Brandon Ratliff Brandon Ratliff's Northwestern Mutual Experience April 2013 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2013 - Present
Brandon Ratliff Photography April 2010 - Present
Daniel, Ratliff & Company May 2007 - April 2013
Skills
Weddings, QuickBooks, Accounting, Management, Insurance, Small Business, Photos, Business Planning, Strategic Financial...
Education
UNCC 2002 — 2006
South Meck 1998 — 2002
Northwestern Mutual April 2013 - Present
Brandon Ratliff Photography April 2010 - Present
Daniel, Ratliff & Company May 2007 - April 2013
Skills
Weddings, QuickBooks, Accounting, Management, Insurance, Small Business, Photos, Business Planning, Strategic Financial...
Education
UNCC 2002 — 2006
South Meck 1998 — 2002
Evan Gaydac Evan Gaydac's Northwestern Mutual Experience May 2011 - October 2011
Job Financial Account Analyst at ScanSource
Industry Financial Services
Experience
ScanSource November 2014 - Present
ScanSource August 2013 - November 2014
Dick's Sporting Goods September 2012 - October 2013
Northwestern Mutual May 2011 - October 2011
Skills
Retail, Merchandising, Store Management, Customer Service, Retail Sales, Inventory Management, Loss Prevention, Cashiering, Visual Merchandising, Sales, Time Management, Microsoft Excel, PowerPoint, Customer Satisfaction, Teamwork
Education
UNC Charlotte 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
ScanSource November 2014 - Present
ScanSource August 2013 - November 2014
Dick's Sporting Goods September 2012 - October 2013
Northwestern Mutual May 2011 - October 2011
Skills
Retail, Merchandising, Store Management, Customer Service, Retail Sales, Inventory Management, Loss Prevention, Cashiering, Visual Merchandising, Sales, Time Management, Microsoft Excel, PowerPoint, Customer Satisfaction, Teamwork
Education
UNC Charlotte 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Juan Baron, CFP, CLU, ChFC Juan Baron, CFP, CLU, ChFC's Northwestern Mutual Experience April 2005 - Present
Job Managing Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2005 - Present
Skills
Strategy, Management, Employee Benefits, Small Business, Analysis, Financial Advisory, Nonprofits, Project Planning, Time Management, Networking, Certified Financial..., Staff Development, Healthcare, Risk Management, New Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelor of Science, Business Administration
Northwestern Mutual April 2005 - Present
Skills
Strategy, Management, Employee Benefits, Small Business, Analysis, Financial Advisory, Nonprofits, Project Planning, Time Management, Networking, Certified Financial..., Staff Development, Healthcare, Risk Management, New Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelor of Science, Business Administration
LeTian Dong LeTian Dong's Northwestern Mutual Experience 2013 - Present
Job Associate Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual 2013 - Present
CBA Inc. January 2011 - January 2013
Southwestern Advantage May 2010 - September 2012
Skills
Sales, Start-ups, Microsoft Excel, Public Speaking, Mandarin, Direct Sales, Social Networking, Microsoft Word, Recruiting, Bookkeeping, Translation, Language Teaching, Time Management, Teaching English as a..., Chinese culture, Consulting, Patience, Entrepreneurship, Coaching, Marketing, Networking, Customer Service, Management, Leadership
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Economics and Management & Society
Northwestern Mutual 2013 - Present
CBA Inc. January 2011 - January 2013
Southwestern Advantage May 2010 - September 2012
Skills
Sales, Start-ups, Microsoft Excel, Public Speaking, Mandarin, Direct Sales, Social Networking, Microsoft Word, Recruiting, Bookkeeping, Translation, Language Teaching, Time Management, Teaching English as a..., Chinese culture, Consulting, Patience, Entrepreneurship, Coaching, Marketing, Networking, Customer Service, Management, Leadership
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Economics and Management & Society
Lindsey C. McIntosh Lindsey C. McIntosh's Northwestern Mutual Experience February 2009 - June 2012
Job Broker / Realtor at Allen Tate Realtors
Industry Real Estate
Experience
Allen Tate Realtors 2013 - Present
Northwestern Mutual February 2009 - June 2012
Skills
Investments, Real Estate, Referrals, Selling, Insurance, Financial Analysis, First Time Home Buyers, Sales, Marketing, Customer Service, Mortgage Lending, Investment Properties
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts (B.A.), Communication Studies, Romance Languages - Spanish Minor
East Gaston High School 1999 — 2003
Allen Tate Realtors 2013 - Present
Northwestern Mutual February 2009 - June 2012
Skills
Investments, Real Estate, Referrals, Selling, Insurance, Financial Analysis, First Time Home Buyers, Sales, Marketing, Customer Service, Mortgage Lending, Investment Properties
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts (B.A.), Communication Studies, Romance Languages - Spanish Minor
East Gaston High School 1999 — 2003
Pete Snider Pete Snider's Northwestern Mutual Experience October 2014 - May 2015
Job Experienced individual searching for new opportunities
Industry Financial Services
Experience
Northwestern Mutual October 2014 - May 2015
Guaranteed Rate August 2013 - October 2014
Bank of Oak Ridge September 2012 - August 2013
Truliant Federal Credit Union April 2010 - September 2012
Skills
Mortgage Lending, Customer Service, Customer Oriented, Banking, Customer Satisfaction, Referral Networking, Mortgage Banking, Consumer Lending, FHA, Finance, Credit, Loans, Loan Origination, Credit Analysis, Microsoft Excel, Microsoft Office
Education
University of North Carolina at Charlotte 2006 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
North Davidson High School 2000 — 2004
High School
Northwestern Mutual October 2014 - May 2015
Guaranteed Rate August 2013 - October 2014
Bank of Oak Ridge September 2012 - August 2013
Truliant Federal Credit Union April 2010 - September 2012
Skills
Mortgage Lending, Customer Service, Customer Oriented, Banking, Customer Satisfaction, Referral Networking, Mortgage Banking, Consumer Lending, FHA, Finance, Credit, Loans, Loan Origination, Credit Analysis, Microsoft Excel, Microsoft Office
Education
University of North Carolina at Charlotte 2006 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
North Davidson High School 2000 — 2004
High School
Reed Romine Reed Romine's Northwestern Mutual Experience April 2012 - September 2012
Job Senior Analyst at ScottMadden, Inc.
Industry Management Consulting
Experience
ScottMadden, Inc. April 2013 - Present
Northwestern Mutual April 2012 - September 2012
Waterford Pool (Clemmons, NC) May 2010 - July 2011
Skills
Financial Modeling, Data Analysis, Market Research, Project Management, Management, Critical Thinking, Management Consulting, Spanish, Leadership, Microsoft Excel, Microsoft Word, Public Speaking, Research, Time Management, PowerPoint, Microsoft Office, Facebook, Team Leadership, Insurance, Social Media, SPSS, Nonprofits, Consulting, Entrepreneurship, Linear Regression, Segmentation, Positioning, Customer Service, Outlook, Fundraising, Event Planning, Social Networking, Sales, Sports, Teaching, Marketing, Teamwork, Conjoint Analysis
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science in Business Administration (Kenan-Flagler Business School), Minor in Spanish for the Professions
ScottMadden, Inc. April 2013 - Present
Northwestern Mutual April 2012 - September 2012
Waterford Pool (Clemmons, NC) May 2010 - July 2011
Skills
Financial Modeling, Data Analysis, Market Research, Project Management, Management, Critical Thinking, Management Consulting, Spanish, Leadership, Microsoft Excel, Microsoft Word, Public Speaking, Research, Time Management, PowerPoint, Microsoft Office, Facebook, Team Leadership, Insurance, Social Media, SPSS, Nonprofits, Consulting, Entrepreneurship, Linear Regression, Segmentation, Positioning, Customer Service, Outlook, Fundraising, Event Planning, Social Networking, Sales, Sports, Teaching, Marketing, Teamwork, Conjoint Analysis
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science in Business Administration (Kenan-Flagler Business School), Minor in Spanish for the Professions
Philip Whitney Philip Whitney's Northwestern Mutual Experience January 1993 - February 1997
Job Principal at Philip Whitney dba AccuBooks
Industry Accounting
Experience
Philip Whitney dba AccuBooks April 2014 - Present
Ilderton Dodge, Jeep, Chrysler, Ram August 2013 - March 2014
Gullion's Christian Supply Center April 2011 - August 2013
Republican National Committee July 2010 - January 2011
Modern Infinit March 2007 - April 2009
Whitney Decorating December 2001 - August 2006
Winston-Salem Chamber of Commerce March 1997 - November 2001
Northwestern Mutual January 1993 - February 1997
Whitney Decorating July 1989 - December 1993
IBM March 1977 - June 1989
Skills
Business Analysis, Needs Analysis, Problem Analysis, Creative Problem Solving, Problem Management, P & L Ownership, bookkeeping, Accounting, Information Design, Operations Management, Inventory Management, Vendor Relations, Receiving, Customer Satisfaction, Time Management, Teamwork, Team Management, Excel, Microsoft Word, Outlook, Access, PowerPoint, six bit ecom software, Ebay Sales, Website Promotion, Retail Sales, Nonprofits, Automotive, retail, Sales, Customer Service, Financial Analysis, Financial Reporting, Outstanding..., Oral & Written..., Retail, Microsoft Excel, P&L Management, Bookkeeping
Education
University of North Carolina at Chapel Hill 1970 — 1974
Bachelors, Chemistry, 3.7
Parkland High School 1967 — 1970
Diploma, General, Ranked 11 out of 500+ in senior class
Philip Whitney dba AccuBooks April 2014 - Present
Ilderton Dodge, Jeep, Chrysler, Ram August 2013 - March 2014
Gullion's Christian Supply Center April 2011 - August 2013
Republican National Committee July 2010 - January 2011
Modern Infinit March 2007 - April 2009
Whitney Decorating December 2001 - August 2006
Winston-Salem Chamber of Commerce March 1997 - November 2001
Northwestern Mutual January 1993 - February 1997
Whitney Decorating July 1989 - December 1993
IBM March 1977 - June 1989
Skills
Business Analysis, Needs Analysis, Problem Analysis, Creative Problem Solving, Problem Management, P & L Ownership, bookkeeping, Accounting, Information Design, Operations Management, Inventory Management, Vendor Relations, Receiving, Customer Satisfaction, Time Management, Teamwork, Team Management, Excel, Microsoft Word, Outlook, Access, PowerPoint, six bit ecom software, Ebay Sales, Website Promotion, Retail Sales, Nonprofits, Automotive, retail, Sales, Customer Service, Financial Analysis, Financial Reporting, Outstanding..., Oral & Written..., Retail, Microsoft Excel, P&L Management, Bookkeeping
Education
University of North Carolina at Chapel Hill 1970 — 1974
Bachelors, Chemistry, 3.7
Parkland High School 1967 — 1970
Diploma, General, Ranked 11 out of 500+ in senior class
Nathaniel Jarrett Nathaniel Jarrett's Northwestern Mutual Experience April 2012 - June 2012
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS February 2013 - Present
Wells Fargo December 2012 - February 2013
Northwestern Mutual April 2012 - June 2012
St Francis House May 2008 - May 2010
Cloud Nine Catering May 2007 - February 2009
Loyola University Student Center August 2005 - May 2007
Education
UNC Charlotte 2011 — 2012
Bachelor, Philosophy
UBS February 2013 - Present
Wells Fargo December 2012 - February 2013
Northwestern Mutual April 2012 - June 2012
St Francis House May 2008 - May 2010
Cloud Nine Catering May 2007 - February 2009
Loyola University Student Center August 2005 - May 2007
Education
UNC Charlotte 2011 — 2012
Bachelor, Philosophy
Patrick Moore Patrick Moore's Northwestern Mutual Experience September 2013 - February 2015
Job Golf Professional
Industry Financial Services
Experience
Northwestern Mutual September 2013 - February 2015
PGA TOUR January 2003 - September 2014
TCI Financial Advisors November 2007 - September 2013
Web.com Tour January 2002 - December 2002
Education
University of North Carolina at Chapel Hill 1988 — 1992
Bishop Ryan High School Minot North Dakota
Des Moines Dowling
Northwestern Mutual September 2013 - February 2015
PGA TOUR January 2003 - September 2014
TCI Financial Advisors November 2007 - September 2013
Web.com Tour January 2002 - December 2002
Education
University of North Carolina at Chapel Hill 1988 — 1992
Bishop Ryan High School Minot North Dakota
Des Moines Dowling
Lexus Byers Lexus Byers's Northwestern Mutual Experience January 2015 - February 2015
Job Accounting and Finance Student
Industry Accounting
Experience
Northwestern Mutual January 2015 - February 2015
Education
University of North Carolina at Greensboro 2012 — 2016
Accounting and Finance
Northwestern Mutual January 2015 - February 2015
Education
University of North Carolina at Greensboro 2012 — 2016
Accounting and Finance
William Putnam William Putnam's Northwestern Mutual Experience May 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2014 - Present
Fluent Grp November 2012 - May 2014
Education
University of North Carolina at Charlotte 2010 — 2014
B.S.B.A in Marketing, Marketing
Myers Park High School 2006 — 2010
Northwestern Mutual May 2014 - Present
Fluent Grp November 2012 - May 2014
Education
University of North Carolina at Charlotte 2010 — 2014
B.S.B.A in Marketing, Marketing
Myers Park High School 2006 — 2010
Eric Hogue Eric Hogue's Northwestern Mutual Experience October 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2014 - Present
Bailey's Bar and Grill August 2013 - October 2013
Custom Landscapes June 2010 - August 2012
Lundberg Windows and Roofing June 2009 - October 2009
Skills
Risk Management, Life Insurance, PowerPoint, Microsoft Word, Financial Services, Marketing, Strategic Planning, Mutual Funds, Public Speaking, Retirement, Time Management
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (BS), Biology & Spanish
Charlotte Catholic High School 2006 — 2010
Northwestern Mutual October 2014 - Present
Bailey's Bar and Grill August 2013 - October 2013
Custom Landscapes June 2010 - August 2012
Lundberg Windows and Roofing June 2009 - October 2009
Skills
Risk Management, Life Insurance, PowerPoint, Microsoft Word, Financial Services, Marketing, Strategic Planning, Mutual Funds, Public Speaking, Retirement, Time Management
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (BS), Biology & Spanish
Charlotte Catholic High School 2006 — 2010
Thomas Stern Thomas Stern's Northwestern Mutual Experience May 2014 - September 2014
Job Bankruptcy Specialist at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage September 2015 - Present
Wells Fargo Home Mortgage November 2014 - August 2015
Charlotte Country Club May 2012 - November 2014
Northwestern Mutual May 2014 - September 2014
Education
University of North Carolina at Charlotte 2008 — 2014
Bachelor of Science (B.S.), Criminal Justice
Wells Fargo Home Mortgage September 2015 - Present
Wells Fargo Home Mortgage November 2014 - August 2015
Charlotte Country Club May 2012 - November 2014
Northwestern Mutual May 2014 - September 2014
Education
University of North Carolina at Charlotte 2008 — 2014
Bachelor of Science (B.S.), Criminal Justice
Lisa Ellyn Thomas Lisa Ellyn Thomas's Northwestern Mutual Experience December 2009 - December 2010
Job Guest Services Manager at Aramark's Steinberg Conference Center at the University of Pennsylvania
Industry Hospitality
Experience
Aramark, Steinberg Conference Center June 2014 - Present
Temple University August 2012 - May 2014
Global Spectrum August 2013 - December 2013
Temple University February 2013 - April 2013
Newell Rubbermaid July 2011 - August 2012
Aon Hewitt March 2011 - July 2011
Nike April 2010 - May 2011
EXPRESS March 2009 - March 2011
Northwestern Mutual December 2009 - December 2010
UNC Charlotte August 2008 - May 2010
Skills
Customer Service, Event Planning, Microsoft Excel, Event Management, PowerPoint, Leadership, Facebook, Microsoft Word, Social Media, Social Media Marketing, Project Management, Strategic Planning, SAS, Public Speaking, Advertising, Research, Outlook, Time Management, Microsoft Office, Sales, Recruiting, Management, Team Leadership, Market Research
Education
Temple University - School of Tourism and Hospitality Management 2012 — 2014
Master of Science (M.S.), Sport Business
University of North Carolina at Charlotte 2006 — 2010
Bachelor of Science, Operations Mgmt, Mgmt Info Systems, Math
Aramark, Steinberg Conference Center June 2014 - Present
Temple University August 2012 - May 2014
Global Spectrum August 2013 - December 2013
Temple University February 2013 - April 2013
Newell Rubbermaid July 2011 - August 2012
Aon Hewitt March 2011 - July 2011
Nike April 2010 - May 2011
EXPRESS March 2009 - March 2011
Northwestern Mutual December 2009 - December 2010
UNC Charlotte August 2008 - May 2010
Skills
Customer Service, Event Planning, Microsoft Excel, Event Management, PowerPoint, Leadership, Facebook, Microsoft Word, Social Media, Social Media Marketing, Project Management, Strategic Planning, SAS, Public Speaking, Advertising, Research, Outlook, Time Management, Microsoft Office, Sales, Recruiting, Management, Team Leadership, Market Research
Education
Temple University - School of Tourism and Hospitality Management 2012 — 2014
Master of Science (M.S.), Sport Business
University of North Carolina at Charlotte 2006 — 2010
Bachelor of Science, Operations Mgmt, Mgmt Info Systems, Math
William A. Readhead's Northwestern Mutual Experience September 2013 - December 2013
Job Graduate Student of Economics
Industry Research
Experience
Congressman Robert Pittenger April 2015 - July 2015
Target July 2014 - February 2015
Wake Forest University April 2013 - May 2014
Northwestern Mutual September 2013 - December 2013
Capstone Advancement Partners June 2013 - August 2013
Wake Forest Univeristy- Student Budget Advisory Committee August 2010 - May 2013
Museo Del Comercio (Museum of Commerce) May 2012 - June 2012
Wake Forest University Undergraduate Student Government May 2011 - May 2012
Skills
Spanish, Budget Process, Political Campaigns, Politics, Economics, Management, Team Leadership, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, STATA; Statistics..., Cognos Business Program, Prezi, Nonprofits, Research, Public Speaking, Data Analysis, Financial Analysis, Analysis, Google Docs, Event Management, Government
Education
University of North Carolina at Charlotte 2015 — 2016
Master of Science (M.S.), Economics
Wake Forest University 2010 — 2014
Bachelor of Arts (BA), Political Science
Wake Forest University 2010 — 2014
Bachelor of Arts (BA), Economics
University of Salamanca 2012 — 2012
Spanish
Charlotte Christian School 1999 — 2010
High School Diploma, General, 4.02
Congressman Robert Pittenger April 2015 - July 2015
Target July 2014 - February 2015
Wake Forest University April 2013 - May 2014
Northwestern Mutual September 2013 - December 2013
Capstone Advancement Partners June 2013 - August 2013
Wake Forest Univeristy- Student Budget Advisory Committee August 2010 - May 2013
Museo Del Comercio (Museum of Commerce) May 2012 - June 2012
Wake Forest University Undergraduate Student Government May 2011 - May 2012
Skills
Spanish, Budget Process, Political Campaigns, Politics, Economics, Management, Team Leadership, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, STATA; Statistics..., Cognos Business Program, Prezi, Nonprofits, Research, Public Speaking, Data Analysis, Financial Analysis, Analysis, Google Docs, Event Management, Government
Education
University of North Carolina at Charlotte 2015 — 2016
Master of Science (M.S.), Economics
Wake Forest University 2010 — 2014
Bachelor of Arts (BA), Political Science
Wake Forest University 2010 — 2014
Bachelor of Arts (BA), Economics
University of Salamanca 2012 — 2012
Spanish
Charlotte Christian School 1999 — 2010
High School Diploma, General, 4.02
Benjamin Grant's Northwestern Mutual Experience March 2014 - April 2015
Job Marketing Intern at Newell Rubbermaid
Industry Financial Services
Experience
Newell Rubbermaid May 2015 - Present
Northwestern Mutual March 2014 - April 2015
Skills
Communication, Investment Strategies, Investment Advisory, Team Leadership, Problem Solving, Public Speaking, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Bachelor of Business Administration (B.B.A.), Consulting
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (B.A.), Public Policy Analysis
Newell Rubbermaid May 2015 - Present
Northwestern Mutual March 2014 - April 2015
Skills
Communication, Investment Strategies, Investment Advisory, Team Leadership, Problem Solving, Public Speaking, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Bachelor of Business Administration (B.B.A.), Consulting
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (B.A.), Public Policy Analysis
David Crispin David Crispin's Northwestern Mutual Experience July 2011 - August 2015
Job Founding Partner at Seven Cedars Financial
Industry Financial Services
Experience
Seven Cedars Financial September 2015 - Present
MassMutual Raleigh-Durham August 2015 - Present
Northwestern Mutual July 2011 - August 2015
Crispin Porter + Bogusky September 2009 - July 2011
Crispin Porter + Bogusky June 2007 - September 2009
Crispin Porter + Bogusky May 2006 - August 2006
Skills
Project Management, Budgets, Time Management, Strategic Financial..., Finance, Public Speaking, Brand Development, Sales, Customer Service
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BS, Business Administration with a Marketing Concentration
Seven Cedars Financial September 2015 - Present
MassMutual Raleigh-Durham August 2015 - Present
Northwestern Mutual July 2011 - August 2015
Crispin Porter + Bogusky September 2009 - July 2011
Crispin Porter + Bogusky June 2007 - September 2009
Crispin Porter + Bogusky May 2006 - August 2006
Skills
Project Management, Budgets, Time Management, Strategic Financial..., Finance, Public Speaking, Brand Development, Sales, Customer Service
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BS, Business Administration with a Marketing Concentration
Seth Hampsey's Northwestern Mutual Experience May 2014 - July 2014
Job Tax/Finance Intern at Time Warner Cable
Industry
Experience
Northwestern Mutual May 2014 - July 2014
Skills
Microsoft Word, Microsoft Office
Education
University of North Carolina at Chapel Hill
Northwestern Mutual May 2014 - July 2014
Skills
Microsoft Word, Microsoft Office
Education
University of North Carolina at Chapel Hill
Brantley Craft Brantley Craft's Northwestern Mutual Experience April 2014 - August 2014
Job HR Intern at BIG Bjarke Ingels Group
Industry
Experience
BIG - Bjarke Ingels Group May 2015 - July 2015
Northwestern Mutual April 2014 - August 2014
YMCA Camp Sea Gull May 2013 - August 2013
Skills
Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, InDesign
Education
University of North Carolina at Chapel Hill 2012 — 2016
Political Science and Government
BIG - Bjarke Ingels Group May 2015 - July 2015
Northwestern Mutual April 2014 - August 2014
YMCA Camp Sea Gull May 2013 - August 2013
Skills
Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, InDesign
Education
University of North Carolina at Chapel Hill 2012 — 2016
Political Science and Government
Quy Mai Quy Mai's Northwestern Mutual Experience January 2012 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2012 - Present
Nantucket Grill 2006 - 2010
Skills
Wealth Accumulation, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Life Insurance, IRAs, Long-term Care, Wealth, Term Life Insurance, Insurance, Risk Management, Whole Life
Education
Millbrook High School
UNC Chapel Hill
B.A., Chemistry
Northwestern Mutual January 2012 - Present
Nantucket Grill 2006 - 2010
Skills
Wealth Accumulation, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Life Insurance, IRAs, Long-term Care, Wealth, Term Life Insurance, Insurance, Risk Management, Whole Life
Education
Millbrook High School
UNC Chapel Hill
B.A., Chemistry
Kiley Pontrelli Kiley Pontrelli's Northwestern Mutual Experience September 2013 - December 2013
Job Operations Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2014 - Present
Credit Suisse December 2013 - October 2014
Tar Heel Athletic Hospitality August 2010 - August 2014
Northwestern Mutual September 2013 - December 2013
Harrington Bank May 2013 - August 2013
University Directories May 2011 - August 2012
Texas Roadhouse June 2007 - August 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Event Planning, Social Networking, Public Speaking, Editing, Facebook, Event Management, Social Media Marketing, Time Management, Leadership, Research, Adobe Creative Suite
Education
University of North Carolina at Chapel Hill 2009 — 2013
Economics, Psychology and Spanish, 3.23
Wake Forest Rolesville High School
Credit Suisse October 2014 - Present
Credit Suisse December 2013 - October 2014
Tar Heel Athletic Hospitality August 2010 - August 2014
Northwestern Mutual September 2013 - December 2013
Harrington Bank May 2013 - August 2013
University Directories May 2011 - August 2012
Texas Roadhouse June 2007 - August 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Event Planning, Social Networking, Public Speaking, Editing, Facebook, Event Management, Social Media Marketing, Time Management, Leadership, Research, Adobe Creative Suite
Education
University of North Carolina at Chapel Hill 2009 — 2013
Economics, Psychology and Spanish, 3.23
Wake Forest Rolesville High School
William Purcell William Purcell's Northwestern Mutual Experience May 2013 - August 2013
Job Leadership Development Program at Burger King Corporation
Industry Food & Beverages
Experience
Burger King Corporation July 2015 - Present
CEB June 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Ritch, Breeden & Company May 2012 - July 2012
Skills
Sales, Retirement Planning, Salesforce.com, Financial Analysis
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics and History
Burger King Corporation July 2015 - Present
CEB June 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Ritch, Breeden & Company May 2012 - July 2012
Skills
Sales, Retirement Planning, Salesforce.com, Financial Analysis
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics and History
Juan Villalpando Juan Villalpando's Northwestern Mutual Experience May 2014 - July 2015
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2014 - July 2015
La Cocina Restaurant May 2012 - August 2013
Skills
Team Leadership, Teamwork, Leadership, Finance, Sales, Management, People Skills, Strategic Planning, Marketing, Data Analytics, Foreign Languages, Event Planning, Telephone Skills, Customer Service, Social Networking, Spanish, Data Analysis
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Science (BS), Class of 2016, Business Administration and Management, General
Northwestern Mutual May 2014 - July 2015
La Cocina Restaurant May 2012 - August 2013
Skills
Team Leadership, Teamwork, Leadership, Finance, Sales, Management, People Skills, Strategic Planning, Marketing, Data Analytics, Foreign Languages, Event Planning, Telephone Skills, Customer Service, Social Networking, Spanish, Data Analysis
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Science (BS), Class of 2016, Business Administration and Management, General
Charlotte Mercer Charlotte Mercer's Northwestern Mutual Experience June 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2014 - Present
Northwestern Mutual July 2012 - Present
Northwestern Mutual April 2011 - Present
Camp Greystone for Girls June 2005 - August 2005
PPD, Inc January 1999 - January 2003
Head Acres Farm, Inc.dba Barbara's Bloomers January 1995 - April 1999
United Dominion Industries, Inc January 1989 - January 1992
Kennedy Covington, LLC January 1985 - January 1989
Jones Walker January 1982 - January 1985
Education
University of North Carolina at Chapel Hill 1978 — 1982
BA, International Studies
Louise S. McGehee School 1974 — 1978
High School Diploma
Northwestern Mutual June 2014 - Present
Northwestern Mutual July 2012 - Present
Northwestern Mutual April 2011 - Present
Camp Greystone for Girls June 2005 - August 2005
PPD, Inc January 1999 - January 2003
Head Acres Farm, Inc.dba Barbara's Bloomers January 1995 - April 1999
United Dominion Industries, Inc January 1989 - January 1992
Kennedy Covington, LLC January 1985 - January 1989
Jones Walker January 1982 - January 1985
Education
University of North Carolina at Chapel Hill 1978 — 1982
BA, International Studies
Louise S. McGehee School 1974 — 1978
High School Diploma
Alex Biehl's Northwestern Mutual Experience March 2013 - May 2014
Job Analyst
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
UNC Kenan-Flagler September 2014 - May 2015
Carolina Coffee Shop November 2012 - May 2015
UNC Kenan-Flagler August 2011 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Northwestern Mutual March 2013 - May 2014
Gaia Group PR May 2013 - August 2013
Cleantech Open March 2013 - August 2013
Somerset Neighborhood May 2012 - August 2012
Aquatech Pool Management May 2010 - August 2012
Skills
Microsoft Excel, Investments, PowerPoint, Spanish-speaking, Spanish, Microsoft Word, Mutual Funds, Equity Research Analysis, Wealth Management, Bloomberg, Interest Rate..., Social Media, Leadership, Public Speaking, Microsoft Office, Data Analysis
Education
University of North Carolina at Chapel Hill 2011 — 2015
BS, Business Administration and Management, General
Weddington High School 2008 — 2011
SunTrust Robinson Humphrey July 2015 - Present
UNC Kenan-Flagler September 2014 - May 2015
Carolina Coffee Shop November 2012 - May 2015
UNC Kenan-Flagler August 2011 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Northwestern Mutual March 2013 - May 2014
Gaia Group PR May 2013 - August 2013
Cleantech Open March 2013 - August 2013
Somerset Neighborhood May 2012 - August 2012
Aquatech Pool Management May 2010 - August 2012
Skills
Microsoft Excel, Investments, PowerPoint, Spanish-speaking, Spanish, Microsoft Word, Mutual Funds, Equity Research Analysis, Wealth Management, Bloomberg, Interest Rate..., Social Media, Leadership, Public Speaking, Microsoft Office, Data Analysis
Education
University of North Carolina at Chapel Hill 2011 — 2015
BS, Business Administration and Management, General
Weddington High School 2008 — 2011
Lucas Brillard's Northwestern Mutual Experience December 2010 - May 2011
Job Citrix Corporate Sales Representative
Industry Computer Software
Experience
Citrix February 2015 - Present
Altria May 2013 - February 2015
The Compass Group Inc January 2013 - May 2013
CS Technology December 2011 - January 2013
Carolina Cleaning Solutions Inc. May 2009 - December 2011
Northwestern Mutual December 2010 - May 2011
Grand Estates Auction April 2008 - July 2008
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Accounting, Financial Services, Account Reconciliation, General Ledger, Sales, Business Development, Microsoft Word, Customer Service, Data Analysis, Time Management, Strategic Planning, Marketing, Business Strategy, Account Management, Outlook, Teamwork, Sales Management, Marketing Strategy, Inventory Management, Strategy, Contract Negotiation, Invoicing, Finance, Sales Operations, New Business Development, Retail, Analysis, Sales Process, Direct Sales, Selling, Customer Retention, Solution Selling
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2012
Finance, Finance
Citrix February 2015 - Present
Altria May 2013 - February 2015
The Compass Group Inc January 2013 - May 2013
CS Technology December 2011 - January 2013
Carolina Cleaning Solutions Inc. May 2009 - December 2011
Northwestern Mutual December 2010 - May 2011
Grand Estates Auction April 2008 - July 2008
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Accounting, Financial Services, Account Reconciliation, General Ledger, Sales, Business Development, Microsoft Word, Customer Service, Data Analysis, Time Management, Strategic Planning, Marketing, Business Strategy, Account Management, Outlook, Teamwork, Sales Management, Marketing Strategy, Inventory Management, Strategy, Contract Negotiation, Invoicing, Finance, Sales Operations, New Business Development, Retail, Analysis, Sales Process, Direct Sales, Selling, Customer Retention, Solution Selling
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2012
Finance, Finance
Matt McEvoy's Northwestern Mutual Experience May 2012 - July 2012
Job Virtual Sales Specialist Independant Software Vendors at Cisco
Industry Information Technology and Services
Experience
Cisco August 2014 - Present
Cisco Systems August 2013 - August 2014
Cisco December 2012 - July 2013
Northwestern Mutual May 2012 - July 2012
Skills
Cisco Technologies, Finance, Cloud Computing, Information Technology, Networking, CRM, Solution Selling, Sales, Direct Sales, SaaS, Salesforce.com, Business Development, Cold Calling, Account Management, Sales Process
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Management and Society
ADHS
ADHS
Athens drive
Cisco August 2014 - Present
Cisco Systems August 2013 - August 2014
Cisco December 2012 - July 2013
Northwestern Mutual May 2012 - July 2012
Skills
Cisco Technologies, Finance, Cloud Computing, Information Technology, Networking, CRM, Solution Selling, Sales, Direct Sales, SaaS, Salesforce.com, Business Development, Cold Calling, Account Management, Sales Process
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Management and Society
ADHS
ADHS
Athens drive
Evan Gaydac Evan Gaydac's Northwestern Mutual Experience May 2011 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2011 - Present
Education
University of North Carolina at Charlotte 2008 — 2012
Finance
Northwestern Mutual May 2011 - Present
Education
University of North Carolina at Charlotte 2008 — 2012
Finance
Kendra Yardley's Northwestern Mutual Experience February 2013 - October 2014
Job Recruiting Coordinator at Dunhill Professional Search & Government Solutions
Industry Financial Services
Experience
Dunhill Professional Search & Government Solutions October 2014 - Present
Northwestern Mutual February 2013 - October 2014
CastleBranch December 2012 - February 2013
Crossley McIntosh Collier Hanley & Edes, PLLC August 2011 - December 2012
Sun & Ski April 2009 - December 2010
Chi Omega Sorority January 2008 - January 2009
Skills
Recruiting, Employee Benefits, Talent Acquisition, Applicant Tracking..., College Recruiting, Sales, Cold Calling, Human Resources, Performance Management, Employee Relations, Leadership, Training, Customer Retention, Networking, Consulting
Education
University of North Carolina at Charlotte 2006 — 2010
Bachelor's Degree, Criminal Justice
Dunhill Professional Search & Government Solutions October 2014 - Present
Northwestern Mutual February 2013 - October 2014
CastleBranch December 2012 - February 2013
Crossley McIntosh Collier Hanley & Edes, PLLC August 2011 - December 2012
Sun & Ski April 2009 - December 2010
Chi Omega Sorority January 2008 - January 2009
Skills
Recruiting, Employee Benefits, Talent Acquisition, Applicant Tracking..., College Recruiting, Sales, Cold Calling, Human Resources, Performance Management, Employee Relations, Leadership, Training, Customer Retention, Networking, Consulting
Education
University of North Carolina at Charlotte 2006 — 2010
Bachelor's Degree, Criminal Justice
Alex Nordin's Northwestern Mutual Experience May 2013 - August 2013
Job Junior Mortgage Consultant at New Penn Financial
Industry Financial Services
Experience
New Penn Financial, LLC August 2015 - Present
WAMY Community Action Inc October 2014 - July 2015
REI March 2014 - October 2014
Student United Way October 2012 - June 2014
Northwestern Mutual May 2013 - August 2013
Skills
Data Analysis, Antitrust Economics, Project Coordination, Economic Modeling, Community Outreach, Critical Thinking, Youth Mentoring, Holistic Financial..., Life Insurance, Health Insurance
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
New Penn Financial, LLC August 2015 - Present
WAMY Community Action Inc October 2014 - July 2015
REI March 2014 - October 2014
Student United Way October 2012 - June 2014
Northwestern Mutual May 2013 - August 2013
Skills
Data Analysis, Antitrust Economics, Project Coordination, Economic Modeling, Community Outreach, Critical Thinking, Youth Mentoring, Holistic Financial..., Life Insurance, Health Insurance
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
Brian Wiltshire Brian Wiltshire's Northwestern Mutual Experience 2012 - 2012
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Business Acquisition and Merger Associates November 2013 - May 2014
Waterstone Multi-Family Group January 2013 - November 2013
Northwestern Mutual 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, C, Research, Social Media, Public Speaking, Teamwork, Financial Analysis, Market Research, Investments, Financial Modeling, Marketing, DCF, Econometrics
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor of Science (BS), Economics
Wells Fargo September 2014 - Present
Business Acquisition and Merger Associates November 2013 - May 2014
Waterstone Multi-Family Group January 2013 - November 2013
Northwestern Mutual 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, C, Research, Social Media, Public Speaking, Teamwork, Financial Analysis, Market Research, Investments, Financial Modeling, Marketing, DCF, Econometrics
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor of Science (BS), Economics
Steven Krasicky Steven Krasicky's Northwestern Mutual Experience May 2007 - August 2007
Job Senior Director, Enterprise Solutions at Sageworks Changing the way organizations advise private companies
Industry Computer Software
Experience
Sageworks May 2014 - Present
Sageworks, Inc. August 2009 - April 2014
Merrill Lynch April 2008 - August 2008
Northwestern Mutual May 2007 - August 2007
Skills
Salesforce.com, Sales Process, Cold Calling, Financial Analysis, Leadership, Sales, Account Management, SaaS, Direct Sales, New Business Development, Sales Management, Building Relationships, Goal Oriented, Marketing, Entrepreneurship, Executive-level..., Strategic Thinking, C Level Selling, Enterprise Software, Enterprise Solution..., Team Building, Lead Generation, Strategic Partnerships, Solution Selling, Sales Operations
Education
UNC Chapel Hill 2005 — 2009
Bachelor of Arts (B.A.), Economics
Sageworks May 2014 - Present
Sageworks, Inc. August 2009 - April 2014
Merrill Lynch April 2008 - August 2008
Northwestern Mutual May 2007 - August 2007
Skills
Salesforce.com, Sales Process, Cold Calling, Financial Analysis, Leadership, Sales, Account Management, SaaS, Direct Sales, New Business Development, Sales Management, Building Relationships, Goal Oriented, Marketing, Entrepreneurship, Executive-level..., Strategic Thinking, C Level Selling, Enterprise Software, Enterprise Solution..., Team Building, Lead Generation, Strategic Partnerships, Solution Selling, Sales Operations
Education
UNC Chapel Hill 2005 — 2009
Bachelor of Arts (B.A.), Economics
Stephen Olert Stephen Olert's Northwestern Mutual Experience August 2013 - November 2013
Job Underwriting Case Manager at AXA
Industry Financial Services
Experience
AXA April 2014 - Present
Northwestern Mutual August 2013 - November 2013
T. Rowe Price April 2012 - July 2013
T. Rowe Price February 2011 - April 2012
Carpet & Wood Floor Liquidators July 2009 - November 2010
Carpet & Wood Floor Liquidators May 2008 - June 2009
Wachovia FirstPlace January 2008 - March 2008
First Investors May 2007 - October 2007
UNC-Charlotte Housing and Residence Life May 2006 - June 2007
Your Event Source 2004 - 2007
Skills
Investments, Microsoft Office, Portfolio Management, Social Media, Excel, Customer Service, PowerPoint, Word, Customer Relations, Outlook, Facebook, Microsoft Word, Microsoft Excel, Sales, Account Management, Insurance
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
BSBA, Finance
Myers Park High 1999 — 2003
AXA April 2014 - Present
Northwestern Mutual August 2013 - November 2013
T. Rowe Price April 2012 - July 2013
T. Rowe Price February 2011 - April 2012
Carpet & Wood Floor Liquidators July 2009 - November 2010
Carpet & Wood Floor Liquidators May 2008 - June 2009
Wachovia FirstPlace January 2008 - March 2008
First Investors May 2007 - October 2007
UNC-Charlotte Housing and Residence Life May 2006 - June 2007
Your Event Source 2004 - 2007
Skills
Investments, Microsoft Office, Portfolio Management, Social Media, Excel, Customer Service, PowerPoint, Word, Customer Relations, Outlook, Facebook, Microsoft Word, Microsoft Excel, Sales, Account Management, Insurance
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
BSBA, Finance
Myers Park High 1999 — 2003
Antoine Dove Antoine Dove's Northwestern Mutual Experience January 2008 - May 2008
Job Hospital Contracting Executive at Humana Inc.
Industry Health, Wellness and Fitness
Experience
Humana December 2012 - Present
Self-employed December 2011 - Present
Self Employed January 2010 - Present
Humana July 2008 - December 2012
Community Markets Farmers Market May 2011 - April 2012
Usable Health August 2010 - April 2012
Northwestern Mutual January 2008 - May 2008
Skills
Health Insurance, Provider Network..., Network Contracting, Project Management, Personal Training, Motivational Speaking, Management Consulting, Sales, Medicare, Leadership, Managed Care, Sales Operations, Entrepreneurship, Healthcare, Public Speaking, Cross-functional Team..., Healthcare Industry, Nonprofits, Nutrition, Start-ups, HIPAA, Leadership Development, Marketing Strategy, Coaching, Team Building, Community Outreach, Fitness, Wellness, Event Management, New Business Development, HMO, PPO, Medicaid, Training, Policy, Disease Management, Employee Wellness, Health Policy, Product Development
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (BS), Public Health/Health Policy Administration
Humana December 2012 - Present
Self-employed December 2011 - Present
Self Employed January 2010 - Present
Humana July 2008 - December 2012
Community Markets Farmers Market May 2011 - April 2012
Usable Health August 2010 - April 2012
Northwestern Mutual January 2008 - May 2008
Skills
Health Insurance, Provider Network..., Network Contracting, Project Management, Personal Training, Motivational Speaking, Management Consulting, Sales, Medicare, Leadership, Managed Care, Sales Operations, Entrepreneurship, Healthcare, Public Speaking, Cross-functional Team..., Healthcare Industry, Nonprofits, Nutrition, Start-ups, HIPAA, Leadership Development, Marketing Strategy, Coaching, Team Building, Community Outreach, Fitness, Wellness, Event Management, New Business Development, HMO, PPO, Medicaid, Training, Policy, Disease Management, Employee Wellness, Health Policy, Product Development
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (BS), Public Health/Health Policy Administration
Allen Tyndall's Northwestern Mutual Experience October 2010 - Present
Job Financial Planning / Risk Management / Wealth Accumulation / Estate Planning / College Unit Director
Industry Financial Services
Experience
Northwestern Mutual October 2010 - Present
Discover Aviation Now September 2011 - Present
Skills
Financial Planning, Business Planning, Asset Management, Small Business, Fixed Annuities, Insurance, Retirement Planning, Finance, Disability Insurance, Retirement, Leadership, Public Speaking, Life Insurance, Term Life Insurance, Strategic Financial..., Investments, Estate Planning, Financial Analysis
Education
University of North Carolina at Greensboro 2009 — 2012
BA, Communications
Cape Fear Community College 2006 — 2009
Associates, Arts
Northwestern Mutual October 2010 - Present
Discover Aviation Now September 2011 - Present
Skills
Financial Planning, Business Planning, Asset Management, Small Business, Fixed Annuities, Insurance, Retirement Planning, Finance, Disability Insurance, Retirement, Leadership, Public Speaking, Life Insurance, Term Life Insurance, Strategic Financial..., Investments, Estate Planning, Financial Analysis
Education
University of North Carolina at Greensboro 2009 — 2012
BA, Communications
Cape Fear Community College 2006 — 2009
Associates, Arts
Matthew Stratton, CLU, ChFC, CFP Matthew Stratton, CLU, ChFC, CFP's Northwestern Mutual Experience August 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2015 - Present
Northwestern Mutual March 2003 - Present
Skills
Retirement Planning, Financial Planning, Wealth Management, Life Insurance, Investments, Disability Insurance, Financial Advisory, Long-term Care
Education
University of North Carolina at Greensboro 2001 — 2003
Bachelor of Science (B.S.), Accounting and Finance
Grimsley High
Northwestern Mutual August 2015 - Present
Northwestern Mutual March 2003 - Present
Skills
Retirement Planning, Financial Planning, Wealth Management, Life Insurance, Investments, Disability Insurance, Financial Advisory, Long-term Care
Education
University of North Carolina at Greensboro 2001 — 2003
Bachelor of Science (B.S.), Accounting and Finance
Grimsley High
Mollie Lynch Mollie Lynch's Northwestern Mutual Experience October 2000 - January 2002
Job Practice Administrator at Cabarrus Emergency Medicine Associates, PA
Industry Medical Practice
Experience
Cabarrus Emergency Medicine Associates April 2006 - Present
Dermatology Group of the Carolinas October 2002 - March 2006
Northwestern Mutual October 2000 - January 2002
Elliot & Warren, PLLC October 1997 - May 2000
Skills
EMR, Practice Management, Healthcare, Medical Billing, Healthcare Management, Office Administration, Operating Budgets, Accounting, Public Health, Human Resources, Quality Patient Care, Patient Education, Operations Management, EHR, Healthcare Consulting, Emergency Medicine, Physicians, Quality Improvement, Physician Relations, Hospitals, Healthcare Information..., Strategic Planning, Customer Service
Education
University of North Carolina at Chapel Hill 2012 — 2014
Masters in Healthcare Adminstration
University of North Carolina at Wilmington 1993 — 1997
BS in Accounting
Cabarrus Emergency Medicine Associates April 2006 - Present
Dermatology Group of the Carolinas October 2002 - March 2006
Northwestern Mutual October 2000 - January 2002
Elliot & Warren, PLLC October 1997 - May 2000
Skills
EMR, Practice Management, Healthcare, Medical Billing, Healthcare Management, Office Administration, Operating Budgets, Accounting, Public Health, Human Resources, Quality Patient Care, Patient Education, Operations Management, EHR, Healthcare Consulting, Emergency Medicine, Physicians, Quality Improvement, Physician Relations, Hospitals, Healthcare Information..., Strategic Planning, Customer Service
Education
University of North Carolina at Chapel Hill 2012 — 2014
Masters in Healthcare Adminstration
University of North Carolina at Wilmington 1993 — 1997
BS in Accounting
Justin Knapp's Northwestern Mutual Experience May 2012 - December 2012
Job Finance Paralegal at Cadwalader, Wickersham, & Taft, LLP
Industry Law Practice
Experience
Cadwalader, Wickersham & Taft LLP March 2015 - Present
TrustCounsel Estate Planning & Asset Protection August 2014 - October 2014
owR Opinion, LLC May 2013 - August 2014
Northwestern Mutual May 2012 - December 2012
Education
UNC Chapel Hill
Bachelor's Degree, Political Science, with Honors
Ridge High School 2007 — 2011
Cadwalader, Wickersham & Taft LLP March 2015 - Present
TrustCounsel Estate Planning & Asset Protection August 2014 - October 2014
owR Opinion, LLC May 2013 - August 2014
Northwestern Mutual May 2012 - December 2012
Education
UNC Chapel Hill
Bachelor's Degree, Political Science, with Honors
Ridge High School 2007 — 2011
Meghan Kemp's Northwestern Mutual Experience June 2010 - January 2011
Job Digital Media Operations Specialist and Project Manager at SAS
Industry Marketing and Advertising
Experience
SAS June 2015 - Present
marGo LLC January 2015 - May 2015
Eleven, Inc. August 2014 - January 2015
Goodby, Silverstein & Partners January 2013 - July 2014
Savvy Homes May 2011 - August 2012
MagnetVideo.com February 2011 - May 2011
Northwestern Mutual June 2010 - January 2011
Skills
Advertising, Press Releases, Social Media Marketing, Social Media, Photoshop, Television Production, Digital Production, Print Production, Manage Client..., Marketing Strategy, Sales, Strategy
Education
University of North Carolina at Chapel Hill 2009 — 2011
BA Journalism- Advertising, Advertising
University of North Carolina at Wilmington 2007 — 2009
Finance
SAS June 2015 - Present
marGo LLC January 2015 - May 2015
Eleven, Inc. August 2014 - January 2015
Goodby, Silverstein & Partners January 2013 - July 2014
Savvy Homes May 2011 - August 2012
MagnetVideo.com February 2011 - May 2011
Northwestern Mutual June 2010 - January 2011
Skills
Advertising, Press Releases, Social Media Marketing, Social Media, Photoshop, Television Production, Digital Production, Print Production, Manage Client..., Marketing Strategy, Sales, Strategy
Education
University of North Carolina at Chapel Hill 2009 — 2011
BA Journalism- Advertising, Advertising
University of North Carolina at Wilmington 2007 — 2009
Finance
Julie Phan Julie Phan's Northwestern Mutual Experience October 2012 - January 2013
Job Intern at CGR Creative
Industry Marketing and Advertising
Experience
CGR Creative January 2013 - Present
Northwestern Mutual October 2012 - January 2013
Honest Tea April 2011 - August 2011
Skills
Market Research, Guerrilla Marketing, Customer Service, Brand Awareness, Direct Sales, Events & Promotions, Food & Beverage..., Product Positioning, Social Media, Marketing Strategy
Education
University of North Carolina at Charlotte 2009 — 2012
Bachelor's degree, Marketing
CGR Creative January 2013 - Present
Northwestern Mutual October 2012 - January 2013
Honest Tea April 2011 - August 2011
Skills
Market Research, Guerrilla Marketing, Customer Service, Brand Awareness, Direct Sales, Events & Promotions, Food & Beverage..., Product Positioning, Social Media, Marketing Strategy
Education
University of North Carolina at Charlotte 2009 — 2012
Bachelor's degree, Marketing
Dawn Tyndall Dawn Tyndall's Northwestern Mutual Experience September 2012 - October 2013
Job Broker & Owner at Palmetto Coastal Realty/Communications Officer at Discover Aviation Now Inc
Industry Real Estate
Experience
Palmetto Coastal Realty October 2013 - Present
Discover Aviation Now Inc January 2011 - Present
Northwestern Mutual September 2012 - October 2013
Success Realty September 2012 - September 2013
Aqua Salon and Spa June 2011 - October 2012
Birch Management, Inc. January 2011 - June 2011
HomePro Realty July 2009 - January 2011
Skills
Real Estate, Residential Homes, Property Management, Sellers, Buyer Representation, Short Sales, Single Family Homes, New Home Sales, Relocation, First Time Home Buyers, Foreclosures, Seniors, New Homes, Townhomes, Real Estate License
Education
J.Y. Monk Real Estate School 2007 — 2008
Licensee, Real Estate
University of North Carolina at Charlotte 2002 — 2003
Palmetto Coastal Realty October 2013 - Present
Discover Aviation Now Inc January 2011 - Present
Northwestern Mutual September 2012 - October 2013
Success Realty September 2012 - September 2013
Aqua Salon and Spa June 2011 - October 2012
Birch Management, Inc. January 2011 - June 2011
HomePro Realty July 2009 - January 2011
Skills
Real Estate, Residential Homes, Property Management, Sellers, Buyer Representation, Short Sales, Single Family Homes, New Home Sales, Relocation, First Time Home Buyers, Foreclosures, Seniors, New Homes, Townhomes, Real Estate License
Education
J.Y. Monk Real Estate School 2007 — 2008
Licensee, Real Estate
University of North Carolina at Charlotte 2002 — 2003
Monica Z Cook Monica Z Cook's Northwestern Mutual Experience January 2013 - June 2013
Job Auditor
Industry Government Administration
Experience
Federal Reserve Board March 2015 - Present
MTAG Services August 2013 - March 2015
Camp Linn Haven June 2009 - July 2013
Northwestern Mutual January 2013 - June 2013
BI-LO, LLC June 2010 - July 2012
Skills
Economics, Financial Modeling, Finance, Corporate Finance, Financial Markets, Financial Services, Microsoft Office, Microsoft Excel, SAS, Stata, C++ Language, Sales, Portfolio Management, Spanish
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Economics
UNC Kenan-Flagler Business School 2012 — 2012
UNC Business Essentials, Business certificate
Federal Reserve Board March 2015 - Present
MTAG Services August 2013 - March 2015
Camp Linn Haven June 2009 - July 2013
Northwestern Mutual January 2013 - June 2013
BI-LO, LLC June 2010 - July 2012
Skills
Economics, Financial Modeling, Finance, Corporate Finance, Financial Markets, Financial Services, Microsoft Office, Microsoft Excel, SAS, Stata, C++ Language, Sales, Portfolio Management, Spanish
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Economics
UNC Kenan-Flagler Business School 2012 — 2012
UNC Business Essentials, Business certificate
Saidah Broderick's Northwestern Mutual Experience October 2013 - December 2013
Job Student at University of North Carolina at Charlotte
Industry International Affairs
Experience
Northwestern Mutual October 2013 - December 2013
Toys R Us October 2011 - January 2012
Skills
Creative Writing, Enthusiasm to learn, Love to Learn, People-oriented, Calculus, Foreign Languages, Babysitting, Economics, Time Management, Teamwork, Patience, Team-oriented, Critical Thinking, Cashiering, Mandarin
Education
UNCC 2010 — 2014
Bachelor's degree, Economics
University of North Carolina at Charlotte 2012 — 2015
Bachelor’s Degree, Mathematics
Northwestern Mutual October 2013 - December 2013
Toys R Us October 2011 - January 2012
Skills
Creative Writing, Enthusiasm to learn, Love to Learn, People-oriented, Calculus, Foreign Languages, Babysitting, Economics, Time Management, Teamwork, Patience, Team-oriented, Critical Thinking, Cashiering, Mandarin
Education
UNCC 2010 — 2014
Bachelor's degree, Economics
University of North Carolina at Charlotte 2012 — 2015
Bachelor’s Degree, Mathematics
David McIntosh David McIntosh's Northwestern Mutual Experience April 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual April 2010 - Present
Blanton Entertainment June 2009 - February 2010
PharmMD June 2008 - August 2008
Nike 2005 - 2007
Nike 2004 - 2005
Nike 2003 - 2004
Skills
Strategic Planning, Strategy, Competitive Analysis, Leadership, Program Management, Sales, Team Building, Business Planning, Fundraising, Project Planning, Negotiation, Forecasting, Business Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, General Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BSBA, Business
Montgomery Bell Academy 1993 — 1999
Northwestern Mutual April 2010 - Present
Blanton Entertainment June 2009 - February 2010
PharmMD June 2008 - August 2008
Nike 2005 - 2007
Nike 2004 - 2005
Nike 2003 - 2004
Skills
Strategic Planning, Strategy, Competitive Analysis, Leadership, Program Management, Sales, Team Building, Business Planning, Fundraising, Project Planning, Negotiation, Forecasting, Business Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, General Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BSBA, Business
Montgomery Bell Academy 1993 — 1999
Chirag Satsangi Chirag Satsangi's Northwestern Mutual Experience May 2013 - October 2013
Job Wells Fargo Strategy & Execution Analyst for National Sales
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
Northwestern Mutual May 2013 - October 2013
Sigma Electric Manufacturing Corp May 2012 - August 2012
TyE Entrepreneur August 2010 - June 2011
Skills
Public Speaking, Public Relations, Microsoft Office, Mac OS X, Financial Accounting, Broadcast Journalism, Business Planning, OS X, Customer Service, Microsoft Excel, Accounting, Fundraising, Management, Social Networking
Education
University of North Carolina at Greensboro 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
University Carlo Cattaneo - LIUC 2013 — 2013
Bachelor's degree, Business Ad
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
Northwestern Mutual May 2013 - October 2013
Sigma Electric Manufacturing Corp May 2012 - August 2012
TyE Entrepreneur August 2010 - June 2011
Skills
Public Speaking, Public Relations, Microsoft Office, Mac OS X, Financial Accounting, Broadcast Journalism, Business Planning, OS X, Customer Service, Microsoft Excel, Accounting, Fundraising, Management, Social Networking
Education
University of North Carolina at Greensboro 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
University Carlo Cattaneo - LIUC 2013 — 2013
Bachelor's degree, Business Ad
Deidre Parris Deidre Parris's Northwestern Mutual Experience December 2013 - June 2015
Job Senior Associate at Korn Ferry
Industry Defense & Space
Experience
Korn Ferry July 2015 - Present
Northwestern Mutual December 2013 - June 2015
Patricio Enterprises, Inc. June 2010 - December 2013
UNC School of Medicine January 2008 - June 2010
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts, Communication Studies
Korn Ferry July 2015 - Present
Northwestern Mutual December 2013 - June 2015
Patricio Enterprises, Inc. June 2010 - December 2013
UNC School of Medicine January 2008 - June 2010
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts, Communication Studies
Benjamin Welker Benjamin Welker's Northwestern Mutual Experience May 2012 - August 2012
Job Advertising Coordinator at Resolution Media
Industry Marketing and Advertising
Experience
Resolution Media July 2014 - Present
LPL Financial October 2013 - July 2014
Red Ventures July 2013 - September 2013
Phillips Middle School October 2012 - February 2013
Northwestern Mutual May 2012 - August 2012
AUTOBELL Car Wash March 2007 - May 2012
Lambda Chi Alpha December 2010 - December 2011
Skills
Sales, Coaching, PowerPoint, Microsoft Excel, Life Insurance, Manage Client..., Public Speaking, Supply Chain Management, Microsoft Office, Microsoft Word, Sales Management, Data Analysis, Property Management, Siebel, Microsoft Access, Data Entry, Client Relations Skills, CRM databases, Financial Operations, Business Process..., CRM, Selling, Strategic Selling, Sales Presentations, Sales Process, New Business Development, Team Leadership, Direct Sales, Outside Sales, Statistical Data..., Business Analytics, Networking, Professional Services
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Economics and Communications
Resolution Media July 2014 - Present
LPL Financial October 2013 - July 2014
Red Ventures July 2013 - September 2013
Phillips Middle School October 2012 - February 2013
Northwestern Mutual May 2012 - August 2012
AUTOBELL Car Wash March 2007 - May 2012
Lambda Chi Alpha December 2010 - December 2011
Skills
Sales, Coaching, PowerPoint, Microsoft Excel, Life Insurance, Manage Client..., Public Speaking, Supply Chain Management, Microsoft Office, Microsoft Word, Sales Management, Data Analysis, Property Management, Siebel, Microsoft Access, Data Entry, Client Relations Skills, CRM databases, Financial Operations, Business Process..., CRM, Selling, Strategic Selling, Sales Presentations, Sales Process, New Business Development, Team Leadership, Direct Sales, Outside Sales, Statistical Data..., Business Analytics, Networking, Professional Services
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Economics and Communications
John Pendergrass John Pendergrass's Northwestern Mutual Experience April 2012 - February 2013
Job Financial Representative at SECU
Industry Financial Services
Experience
SECU April 2014 - Present
Northwestern Mutual April 2012 - February 2013
GREENSBORO-NC.COM April 2009 - April 2012
Jan-San Distrubuting Co. May 2008 - January 2009
Skills
Sales, Strategic Financial..., Proficient Written and..., Leadership/Management, Networking, Analytical, Small Business, Life Insurance, Retirement Planning, Disability Insurance, Fixed Annuities, Insurance, Social Networking, Long-term Care, IRAs, Estate Planning
Education
University of North Carolina at Greensboro 2008 — 2011
Bachelor's degree, Communication Studies
SECU April 2014 - Present
Northwestern Mutual April 2012 - February 2013
GREENSBORO-NC.COM April 2009 - April 2012
Jan-San Distrubuting Co. May 2008 - January 2009
Skills
Sales, Strategic Financial..., Proficient Written and..., Leadership/Management, Networking, Analytical, Small Business, Life Insurance, Retirement Planning, Disability Insurance, Fixed Annuities, Insurance, Social Networking, Long-term Care, IRAs, Estate Planning
Education
University of North Carolina at Greensboro 2008 — 2011
Bachelor's degree, Communication Studies
Andrew Wiese's Northwestern Mutual Experience January 2015 - August 2015
Job University of North Carolina at Chapel Hill Men's & Women's Swim Team Manager
Industry Financial Services
Experience
University of North Carolina at Chapel Hill March 2015 - Present
Starbucks August 2014 - Present
Northwestern Mutual January 2015 - August 2015
University of South Carolina September 2013 - May 2014
University of South Carolina September 2012 - May 2013
Skills
Public Speaking, Leadership, Teamwork, Microsoft Excel, Microsoft Word, Time Management, Critical Thinking, Customer Service, Accounting, First Aid, Cpr Certified, Communication, Facebook, Data Entry, Access, Social Networking
Education
University of North Carolina at Chapel Hill 2014 — 2016
B.A. Management and Society, Minor in Entrepreneurship
University of South Carolina-Columbia 2012 — 2014
Bachelor of Science (B.S.), Accounting and Finance
University of North Carolina at Chapel Hill March 2015 - Present
Starbucks August 2014 - Present
Northwestern Mutual January 2015 - August 2015
University of South Carolina September 2013 - May 2014
University of South Carolina September 2012 - May 2013
Skills
Public Speaking, Leadership, Teamwork, Microsoft Excel, Microsoft Word, Time Management, Critical Thinking, Customer Service, Accounting, First Aid, Cpr Certified, Communication, Facebook, Data Entry, Access, Social Networking
Education
University of North Carolina at Chapel Hill 2014 — 2016
B.A. Management and Society, Minor in Entrepreneurship
University of South Carolina-Columbia 2012 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Kristen Whitley's Northwestern Mutual Experience February 2011 - September 2012
Job HR Coordinator at Pate Dawson
Industry Food Production
Experience
Pate Dawson Company August 2014 - Present
Granville Health System 2012 - August 2014
Northwestern Mutual February 2011 - September 2012
YMCA September 2006 - July 2011
Pediatric Possibilities, PA June 2010 - March 2011
WakeMed December 2010 - February 2011
Skills
Event Planning, Microsoft Office, Fundraising, PowerPoint, Social Media, Customer Service, Microsoft Excel, Sports Management, Social Networking, Volunteer Management, Microsoft Word, Nonprofits, Public Relations, Leadership, Facebook, Team Building, Public Speaking
Education
UNC Chapel Hill 2008 — 2010
BA, Communications
Charles B. Aycock High School
Pate Dawson Company August 2014 - Present
Granville Health System 2012 - August 2014
Northwestern Mutual February 2011 - September 2012
YMCA September 2006 - July 2011
Pediatric Possibilities, PA June 2010 - March 2011
WakeMed December 2010 - February 2011
Skills
Event Planning, Microsoft Office, Fundraising, PowerPoint, Social Media, Customer Service, Microsoft Excel, Sports Management, Social Networking, Volunteer Management, Microsoft Word, Nonprofits, Public Relations, Leadership, Facebook, Team Building, Public Speaking
Education
UNC Chapel Hill 2008 — 2010
BA, Communications
Charles B. Aycock High School
Mike Danford Mike Danford's Northwestern Mutual Experience May 2011 - September 2011
Job Ecommerce Consultant at Elite Gents
Industry Professional Training & Coaching
Experience
Elite Gents March 2015 - Present
FbeneFIT Performance October 2014 - Present
Travelers August 2013 - December 2014
Auto-Owners Insurance September 2011 - August 2013
Northwestern Mutual May 2011 - September 2011
Skills
Management, Risk Management, Marketing, Customer Service, Social Media, Leadership, Finance, Nutrition, Fitness, Account Management, Insurance, Analysis, Sales, Social Media Marketing, Social Networking, Event Planning
Education
University of North Carolina at Charlotte 2007 — 2011
BS, Finance- Risk Management, 3.61
Elite Gents March 2015 - Present
FbeneFIT Performance October 2014 - Present
Travelers August 2013 - December 2014
Auto-Owners Insurance September 2011 - August 2013
Northwestern Mutual May 2011 - September 2011
Skills
Management, Risk Management, Marketing, Customer Service, Social Media, Leadership, Finance, Nutrition, Fitness, Account Management, Insurance, Analysis, Sales, Social Media Marketing, Social Networking, Event Planning
Education
University of North Carolina at Charlotte 2007 — 2011
BS, Finance- Risk Management, 3.61
Kyle Delappe Kyle Delappe's Northwestern Mutual Experience August 2010 - April 2011
Job Inside Sales Representative at Ferguson Enterprises
Industry Banking
Experience
Ferguson Enterprises August 2014 - Present
Credit Suisse July 2012 - August 2014
Credit Suisse June 2011 - August 2011
Northwestern Mutual August 2010 - April 2011
NewBridge Bank May 2010 - August 2010
NewBridge Bank May 2009 - August 2009
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science, Business Administration
Ferguson Enterprises August 2014 - Present
Credit Suisse July 2012 - August 2014
Credit Suisse June 2011 - August 2011
Northwestern Mutual August 2010 - April 2011
NewBridge Bank May 2010 - August 2010
NewBridge Bank May 2009 - August 2009
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science, Business Administration
Joe Bunnell Joe Bunnell's Northwestern Mutual Experience May 2013 - September 2013
Job Technical Recruiter at TEKsystems
Industry Staffing and Recruiting
Experience
TEKsystems July 2015 - Present
USAA March 2015 - July 2015
USAA June 2014 - March 2015
Northwestern Mutual May 2013 - September 2013
Skills
Networking, Mac OS X, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Social Media, English, Accounting, Windows, Team Leadership, Financial Analysis, Time Management
Education
University of North Carolina at Greensboro 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Manteo High
TEKsystems July 2015 - Present
USAA March 2015 - July 2015
USAA June 2014 - March 2015
Northwestern Mutual May 2013 - September 2013
Skills
Networking, Mac OS X, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Social Media, English, Accounting, Windows, Team Leadership, Financial Analysis, Time Management
Education
University of North Carolina at Greensboro 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Manteo High
Brian Garner's Northwestern Mutual Experience May 2014 - August 2014
Job FSO Business Advisory Intern at EY
Industry Management Consulting
Experience
EY June 2015 - Present
UNC Portfolio Management Team September 2013 - May 2015
Northwestern Mutual May 2014 - August 2014
Beach Blast 5k May 2014 - August 2014
Morgan Stanley May 2013 - August 2013
Skills
Bloomberg, Investments, Finance, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Consulting
EY June 2015 - Present
UNC Portfolio Management Team September 2013 - May 2015
Northwestern Mutual May 2014 - August 2014
Beach Blast 5k May 2014 - August 2014
Morgan Stanley May 2013 - August 2013
Skills
Bloomberg, Investments, Finance, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Consulting
Nancy Walsh's Northwestern Mutual Experience January 2012 - October 2012
Job Investor Relations at Broyhill Asset Management, Family Office Representative for the BMC Fund, Inc.
Industry Investment Management
Experience
Broyhill Asset Management February 2014 - Present
BMC Fund, Inc. February 2014 - Present
Carolina First Associates April 2013 - February 2014
Financial Independence Group October 2012 - March 2013
Northwestern Mutual January 2012 - October 2012
Employee Benefit Advisors of the Carolinas, LLC August 2005 - December 2011
Education
University of North Carolina at Charlotte 2003 — 2007
Bachelor's Degree, HR Management
Broyhill Asset Management February 2014 - Present
BMC Fund, Inc. February 2014 - Present
Carolina First Associates April 2013 - February 2014
Financial Independence Group October 2012 - March 2013
Northwestern Mutual January 2012 - October 2012
Employee Benefit Advisors of the Carolinas, LLC August 2005 - December 2011
Education
University of North Carolina at Charlotte 2003 — 2007
Bachelor's Degree, HR Management
Christopher Breone Moxley Christopher Breone Moxley's Northwestern Mutual Experience November 2003 - April 2004
Job Privacy Compliance Associate, CIPP/US, at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
CHASF Alumni 2003 - 2015
TIAA-CREF March 2008 - May 2012
TIAA-CREF December 2006 - March 2008
TIAA-CREF November 2005 - December 2006
BNY Mellon April 2004 - November 2005
Northwestern Mutual November 2003 - April 2004
Skills
Customer Retention, Financial Analysis, Strategic Financial..., Risk Management, Business Development, Employee Training, Continuous Improvement, Performance Improvement, Program Management, Sales, Leadership, Call Centers, Financial Services, Wealth Management, Process Improvement, Retirement, Customer Service, Securities, Insurance, Data Privacy, PII, IAPP, Identity Theft, Red Flags, Suspicious Activity, Fraud Detection, Corporate Fraud..., Insurance Fraud, Series 63, FINRA, Series 6, Banking, Pensions, Licensed Life & Health..., Portfolio Management, Asset Allocation, Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
BSBA, International Business/Spanish
Universidad de Veritas (San Jose, Costa Rica) 2001 — 2001
N/A, Spanish
TIAA-CREF May 2012 - Present
CHASF Alumni 2003 - 2015
TIAA-CREF March 2008 - May 2012
TIAA-CREF December 2006 - March 2008
TIAA-CREF November 2005 - December 2006
BNY Mellon April 2004 - November 2005
Northwestern Mutual November 2003 - April 2004
Skills
Customer Retention, Financial Analysis, Strategic Financial..., Risk Management, Business Development, Employee Training, Continuous Improvement, Performance Improvement, Program Management, Sales, Leadership, Call Centers, Financial Services, Wealth Management, Process Improvement, Retirement, Customer Service, Securities, Insurance, Data Privacy, PII, IAPP, Identity Theft, Red Flags, Suspicious Activity, Fraud Detection, Corporate Fraud..., Insurance Fraud, Series 63, FINRA, Series 6, Banking, Pensions, Licensed Life & Health..., Portfolio Management, Asset Allocation, Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
BSBA, International Business/Spanish
Universidad de Veritas (San Jose, Costa Rica) 2001 — 2001
N/A, Spanish
Billy Rooney Billy Rooney's Northwestern Mutual Experience May 2014 - August 2014
Job Associate at Triage Consulting Group
Industry Hospital & Health Care
Experience
Triage Consulting Group September 2015 - Present
University of North Carolina at Chapel Hill March 2013 - Present
Northwestern Mutual May 2014 - August 2014
U.S. National Whitewater Center May 2012 - August 2013
Skills
Stata, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, QuickBooks
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (BA), Economics
The Lawrenceville School 2008 — 2011
Triage Consulting Group September 2015 - Present
University of North Carolina at Chapel Hill March 2013 - Present
Northwestern Mutual May 2014 - August 2014
U.S. National Whitewater Center May 2012 - August 2013
Skills
Stata, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, QuickBooks
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (BA), Economics
The Lawrenceville School 2008 — 2011
Stephanie Michael Stephanie Michael's Northwestern Mutual Experience January 2012 - February 2013
Job Equity Research Associate at Citigroup
Industry Financial Services
Experience
Citi June 2015 - Present
Citi June 2014 - August 2014
NEC May 2013 - August 2013
Forte Foundation February 2013 - May 2013
Northwestern Mutual January 2012 - February 2013
Sapos y Princesas May 2012 - July 2012
Skills
Wordpress, QuickBooks, Facebook, Spanish, Marketing Strategy, Financial Analysis, InfoLease, Salesforce.com, SAP Netweaver, Receivables Edge (J.P..., Basecamp, Office Administration, Communication Skills, Business Decision Making, Advocacy, WordPress
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Finance Concentration
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Public Policy, Business Policy Concentration
Instituto Internacional en España 2012 — 2012
Livingston Senior High School 2007 — 2011
High School Diploma
Citi June 2015 - Present
Citi June 2014 - August 2014
NEC May 2013 - August 2013
Forte Foundation February 2013 - May 2013
Northwestern Mutual January 2012 - February 2013
Sapos y Princesas May 2012 - July 2012
Skills
Wordpress, QuickBooks, Facebook, Spanish, Marketing Strategy, Financial Analysis, InfoLease, Salesforce.com, SAP Netweaver, Receivables Edge (J.P..., Basecamp, Office Administration, Communication Skills, Business Decision Making, Advocacy, WordPress
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Finance Concentration
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Public Policy, Business Policy Concentration
Instituto Internacional en España 2012 — 2012
Livingston Senior High School 2007 — 2011
High School Diploma
Will Allred's Northwestern Mutual Experience May 2012 - August 2012
Job Helping Practices Build Sustainable Online Marketing Solutions
Industry Marketing and Advertising
Experience
Healthgrades September 2014 - Present
CEB June 2013 - August 2013
Northwestern Mutual May 2012 - August 2012
Carrboro Capital May 2011 - August 2011
Kidder Properties May 2009 - August 2010
Skills
Leadership, Marketing, Public Speaking, Marketing Strategy, Online Reputation..., Digital Marketing, Social Media, Data Analysis, Sales, SEO, Content Management, Healthcare Industry, Social Media Marketing, Business Networking, Strategic Partnerships, Microsoft Office, Email Marketing, Consulting, Public Relations, Financial Analysis, Strategic Financial..., Research, Valuation, Time Management, Customer Satisfaction, Start-ups, Advertising, Strategy, Teamwork, Business Development, Market Research, Cold Calling, Online Advertising, Entrepreneurship, Business Strategy, Marketing Communications, Online Marketing, Bloomberg Terminal
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Sales
Healthgrades September 2014 - Present
CEB June 2013 - August 2013
Northwestern Mutual May 2012 - August 2012
Carrboro Capital May 2011 - August 2011
Kidder Properties May 2009 - August 2010
Skills
Leadership, Marketing, Public Speaking, Marketing Strategy, Online Reputation..., Digital Marketing, Social Media, Data Analysis, Sales, SEO, Content Management, Healthcare Industry, Social Media Marketing, Business Networking, Strategic Partnerships, Microsoft Office, Email Marketing, Consulting, Public Relations, Financial Analysis, Strategic Financial..., Research, Valuation, Time Management, Customer Satisfaction, Start-ups, Advertising, Strategy, Teamwork, Business Development, Market Research, Cold Calling, Online Advertising, Entrepreneurship, Business Strategy, Marketing Communications, Online Marketing, Bloomberg Terminal
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Sales
David Grantham David Grantham's Northwestern Mutual Experience 2011 - 2012
Job Annuity Sales Representative at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors June 2014 - Present
Northwestern Mutual 2011 - 2012
Skills
Disability Insurance, Financial Analysis, Sales, Finance, Customer Service, Social Media
Education
University of North Carolina at Greensboro
BA, Business
Lincoln Financial Distributors June 2014 - Present
Northwestern Mutual 2011 - 2012
Skills
Disability Insurance, Financial Analysis, Sales, Finance, Customer Service, Social Media
Education
University of North Carolina at Greensboro
BA, Business
Rafael Heine's Northwestern Mutual Experience March 2008 - October 2008
Job Buyer II at Zurn Industries, LLC
Industry Logistics and Supply Chain
Experience
Zurn Industries, LLC April 2014 - Present
Zurn Industries, LLC January 2012 - March 2014
Foundation Financial Group December 2010 - December 2011
Durham County Community Living Program July 2009 - December 2010
UNC Student Stores July 2008 - October 2008
Northwestern Mutual March 2008 - October 2008
Skills
Purchasing, Supply Chain, Supply Chain Management, Forecasting, Inventory Management, Purchasing Processes, Materials Management, Pricing, Procurement, MRP, Strategic Sourcing, Negotiation, Cost Savings, Supply Management, Operations Management, Project Management, Cost Reduction, Process Improvement
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science (BS), Business Administration and Economics, 3.008
Zurn Industries, LLC April 2014 - Present
Zurn Industries, LLC January 2012 - March 2014
Foundation Financial Group December 2010 - December 2011
Durham County Community Living Program July 2009 - December 2010
UNC Student Stores July 2008 - October 2008
Northwestern Mutual March 2008 - October 2008
Skills
Purchasing, Supply Chain, Supply Chain Management, Forecasting, Inventory Management, Purchasing Processes, Materials Management, Pricing, Procurement, MRP, Strategic Sourcing, Negotiation, Cost Savings, Supply Management, Operations Management, Project Management, Cost Reduction, Process Improvement
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science (BS), Business Administration and Economics, 3.008
Jacob Virgil Jacob Virgil's Northwestern Mutual Experience May 2013 - January 2014
Job SEO Analyst Associate, Red Ventures
Industry Marketing and Advertising
Experience
Red Ventures June 2014 - Present
UNC Department of Housing and Residential Education August 2013 - May 2014
Northwestern Mutual May 2013 - January 2014
Spanky's Restaurant August 2012 - May 2013
NoDa Brewing Company May 2012 - August 2012
The Pizza Peel and Tap Room May 2011 - August 2012
UNC Wilmington May 2011 - May 2012
Ugly Embryo Films April 2010 - April 2010
Skills
Voice Over, Voice Acting, Student Development, Student Affairs, Research, Event Planning, Public Speaking, Microsoft Office, PowerPoint, Student Leadership, Facebook, Residence Life, Social Media, Life Insurance, Health Insurance, Disability Insurance, Teamwork, Customer Service
Education
University of North Carolina at Chapel Hill 2012 — 2014
Bachelor of Arts (BA), Economics
University of North Carolina at Wilmington 2010 — 2012
Red Ventures June 2014 - Present
UNC Department of Housing and Residential Education August 2013 - May 2014
Northwestern Mutual May 2013 - January 2014
Spanky's Restaurant August 2012 - May 2013
NoDa Brewing Company May 2012 - August 2012
The Pizza Peel and Tap Room May 2011 - August 2012
UNC Wilmington May 2011 - May 2012
Ugly Embryo Films April 2010 - April 2010
Skills
Voice Over, Voice Acting, Student Development, Student Affairs, Research, Event Planning, Public Speaking, Microsoft Office, PowerPoint, Student Leadership, Facebook, Residence Life, Social Media, Life Insurance, Health Insurance, Disability Insurance, Teamwork, Customer Service
Education
University of North Carolina at Chapel Hill 2012 — 2014
Bachelor of Arts (BA), Economics
University of North Carolina at Wilmington 2010 — 2012
Kyle Saxton Kyle Saxton's Northwestern Mutual Experience January 2012 - October 2013
Job Campus Minister at Charleston Church of Christ
Industry Religious Institutions
Experience
Charleston Church of Christ May 2015 - Present
The Select Group January 2015 - April 2015
AUTOBELL Car Wash October 2013 - January 2015
Northwestern Mutual January 2012 - October 2013
Piedmont Triad Church Ministry January 2011 - December 2011
Autobell Car Wash Inc August 2008 - January 2011
Athletic Performance Center April 2007 - August 2008
Sheraton Imperial Hotel and Convention Center May 2005 - August 2008
Sheraton Imperial Hotel May 2007 - August 2007
Skills
Microsoft Office, Client Services, Social Media Marketing, Marketing Strategy, Public Speaking, PowerPoint, Microsoft Excel, Social Networking, Leadership, Marketing, Team Building, Customer Service, Sales, Microsoft Word, Management, Time Management
Education
University of North Carolina at Greensboro 2008 — 2013
BS, Business Administration
Leesville Road High School 2004 — 2008
Charleston Church of Christ May 2015 - Present
The Select Group January 2015 - April 2015
AUTOBELL Car Wash October 2013 - January 2015
Northwestern Mutual January 2012 - October 2013
Piedmont Triad Church Ministry January 2011 - December 2011
Autobell Car Wash Inc August 2008 - January 2011
Athletic Performance Center April 2007 - August 2008
Sheraton Imperial Hotel and Convention Center May 2005 - August 2008
Sheraton Imperial Hotel May 2007 - August 2007
Skills
Microsoft Office, Client Services, Social Media Marketing, Marketing Strategy, Public Speaking, PowerPoint, Microsoft Excel, Social Networking, Leadership, Marketing, Team Building, Customer Service, Sales, Microsoft Word, Management, Time Management
Education
University of North Carolina at Greensboro 2008 — 2013
BS, Business Administration
Leesville Road High School 2004 — 2008
Krista Heafner's Northwestern Mutual Experience December 2008 - September 2011
Job Director of Marketing at HF Financial
Industry Financial Services
Experience
HF Financial January 2015 - Present
MassMutual Greater Houston October 2011 - December 2014
Northwestern Mutual December 2008 - September 2011
Northwestern Mutual June 2007 - December 2008
Wegmans March 2001 - August 2006
Skills
Insurance, Retirement Planning, Fixed Annuities, Sales, Marketing Strategy, Management, CRM, Marketing, Training, Securities, Retirement, Finance, Investments, Financial Services, Disability Insurance
Education
University of North Carolina at Charlotte 2004 — 2008
B.A, Finance-Risk Management and Insurance
HF Financial January 2015 - Present
MassMutual Greater Houston October 2011 - December 2014
Northwestern Mutual December 2008 - September 2011
Northwestern Mutual June 2007 - December 2008
Wegmans March 2001 - August 2006
Skills
Insurance, Retirement Planning, Fixed Annuities, Sales, Marketing Strategy, Management, CRM, Marketing, Training, Securities, Retirement, Finance, Investments, Financial Services, Disability Insurance
Education
University of North Carolina at Charlotte 2004 — 2008
B.A, Finance-Risk Management and Insurance
Sam Xin Sam Xin's Northwestern Mutual Experience May 2015 - Present
Job Financial Representative Intern at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Skills
Computer Proficiency, Mac OS, Microsoft Word, PowerPoint, SAS Programming, LaTeX
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor’s Degree, Mathematical Decision Science, Senior
University of North Carolina at Chapel Hill
Northwestern Mutual May 2015 - Present
Skills
Computer Proficiency, Mac OS, Microsoft Word, PowerPoint, SAS Programming, LaTeX
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor’s Degree, Mathematical Decision Science, Senior
University of North Carolina at Chapel Hill
Bradley Deal Bradley Deal's Northwestern Mutual Experience May 2012 - August 2012
Job Business Analyst at Deloitte Consulting
Industry Pharmaceuticals
Experience
Deloitte August 2015 - Present
Wells Fargo May 2014 - Present
STAR - Student Teams Achieving Results January 2014 - May 2014
Quintiles May 2013 - September 2013
Northwestern Mutual May 2012 - August 2012
YMCA April 2011 - August 2011
Skills
Data Analysis, Leadership, Microsoft Excel, Public Speaking, PowerPoint, Finance, Microsoft Word, SQL, Stata, Photoshop, Visual Basic, Bloomberg Terminal...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (BS), Business Administration
Deloitte August 2015 - Present
Wells Fargo May 2014 - Present
STAR - Student Teams Achieving Results January 2014 - May 2014
Quintiles May 2013 - September 2013
Northwestern Mutual May 2012 - August 2012
YMCA April 2011 - August 2011
Skills
Data Analysis, Leadership, Microsoft Excel, Public Speaking, PowerPoint, Finance, Microsoft Word, SQL, Stata, Photoshop, Visual Basic, Bloomberg Terminal...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (BS), Business Administration
Austin Dunlap's Northwestern Mutual Experience January 2014 - May 2014
Job Securities Administration Services Analyst III at Wells Fargo
Industry Wholesale
Experience
Wells Fargo July 2014 - Present
Northwestern Mutual January 2014 - May 2014
Pinehurst Foot Specialist August 2008 - January 2014
Emerald Lake Golf Club March 2012 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Leadership, Financial Analysis, Research, Teamwork, Windows, Facebook, Finance, Critical Thinking, Insurance, Access
Education
University of North Carolina at Charlotte 2010 — 2014
Bachelor of Science (BS), Finance
Wells Fargo July 2014 - Present
Northwestern Mutual January 2014 - May 2014
Pinehurst Foot Specialist August 2008 - January 2014
Emerald Lake Golf Club March 2012 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Leadership, Financial Analysis, Research, Teamwork, Windows, Facebook, Finance, Critical Thinking, Insurance, Access
Education
University of North Carolina at Charlotte 2010 — 2014
Bachelor of Science (BS), Finance
Caleb Royster's Northwestern Mutual Experience May 2015 - Present
Job Logistics Officer, United States Marine Corps
Industry Military
Experience
Northwestern Mutual May 2015 - Present
United States Marine Corps June 2014 - Present
University of North Carolina at Chapel Hill June 2011 - March 2014
UNC Campus Recreation January 2012 - October 2013
UNC Campus Recreation May 2011 - October 2013
MLB.com/digitalacademy May 2013 - August 2013
UNC Basketball August 2011 - March 2013
Skills
Leadership, Public Speaking, Microsoft Excel, Social Media Marketing, Microsoft Office, Sports, Marketing, Management, Social Skills, PowerPoint, Social Media, Finance, Event Planning, Customer Service, Research, Facebook, Social Networking, Logistics, Teamwork
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Burns High School 2006 — 2010
Northwestern Mutual May 2015 - Present
United States Marine Corps June 2014 - Present
University of North Carolina at Chapel Hill June 2011 - March 2014
UNC Campus Recreation January 2012 - October 2013
UNC Campus Recreation May 2011 - October 2013
MLB.com/digitalacademy May 2013 - August 2013
UNC Basketball August 2011 - March 2013
Skills
Leadership, Public Speaking, Microsoft Excel, Social Media Marketing, Microsoft Office, Sports, Marketing, Management, Social Skills, PowerPoint, Social Media, Finance, Event Planning, Customer Service, Research, Facebook, Social Networking, Logistics, Teamwork
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Burns High School 2006 — 2010
Brenden Gilliam's Northwestern Mutual Experience May 2012 - January 2013
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Northwestern Mutual May 2012 - January 2013
Greensboro Country Club October 2010 - April 2012
Skills
Employee Benefits, Finance, Quantitative Analytics, Investments, Long Term Care Insurance, Disability Insurance, Uniform Combined State..., Sales, Fundraising, Leadership, Time Management, Financial Services, Series 7
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Vanguard June 2014 - Present
Northwestern Mutual May 2012 - January 2013
Greensboro Country Club October 2010 - April 2012
Skills
Employee Benefits, Finance, Quantitative Analytics, Investments, Long Term Care Insurance, Disability Insurance, Uniform Combined State..., Sales, Fundraising, Leadership, Time Management, Financial Services, Series 7
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Brian McClintock Brian McClintock's Northwestern Mutual Experience August 2013 - May 2014
Job Sales Development Associate at AnheuserBusch InBev
Industry Consumer Goods
Experience
Anheuser-Busch InBev July 2015 - Present
UNC Kenan-Flagler August 2011 - May 2015
University of North Carolina at Chapel Hill August 2011 - May 2015
Google June 2014 - August 2014
Northwestern Mutual August 2013 - May 2014
Skills
Highly motivated..., Self-driven, Team Leadership, Stress Management, Result Oriented, Great Motivator, Financial Reporting, Accountability, Highly responsible, Fiscally Responsible, Outstanding time..., Eagerness to Learn, ability to be taught, Works well in a team, Data Analysis, Time Management, Team Building, Leadership, Public Speaking
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Business Administration (B.B.A.), Consulting
University of North Carolina at Chapel Hill
Anheuser-Busch InBev July 2015 - Present
UNC Kenan-Flagler August 2011 - May 2015
University of North Carolina at Chapel Hill August 2011 - May 2015
Google June 2014 - August 2014
Northwestern Mutual August 2013 - May 2014
Skills
Highly motivated..., Self-driven, Team Leadership, Stress Management, Result Oriented, Great Motivator, Financial Reporting, Accountability, Highly responsible, Fiscally Responsible, Outstanding time..., Eagerness to Learn, ability to be taught, Works well in a team, Data Analysis, Time Management, Team Building, Leadership, Public Speaking
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Business Administration (B.B.A.), Consulting
University of North Carolina at Chapel Hill
Cole Morgan Cole Morgan's Northwestern Mutual Experience
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual
Skills
Personal Finance, Life Insurance, Leadership
Education
University of North Carolina at Greensboro
Bachelor of Business Administration (BBA)
Northwestern Mutual
Skills
Personal Finance, Life Insurance, Leadership
Education
University of North Carolina at Greensboro
Bachelor of Business Administration (BBA)
Kyler Anderson Kyler Anderson's Northwestern Mutual Experience May 2010 - August 2010
Job Channel Sales Representative at Honeywell
Industry Marketing and Advertising
Experience
Honeywell April 2014 - Present
Emphasis Events 2013 - 2013
Northwestern Mutual May 2010 - August 2010
Skills
Selling, Management, Social Media, Merchandising, Salesforce.com, Account Management, Direct Sales, Sales, Sales Process, Sales Operations, Solution Selling, Sales Management, Product Marketing, B2B, Lead Generation, Strategic Partnerships, Competitive Analysis, Sales Presentations, Customer Service, Time Management, PowerPoint, Microsoft Office, Leadership
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Honeywell April 2014 - Present
Emphasis Events 2013 - 2013
Northwestern Mutual May 2010 - August 2010
Skills
Selling, Management, Social Media, Merchandising, Salesforce.com, Account Management, Direct Sales, Sales, Sales Process, Sales Operations, Solution Selling, Sales Management, Product Marketing, B2B, Lead Generation, Strategic Partnerships, Competitive Analysis, Sales Presentations, Customer Service, Time Management, PowerPoint, Microsoft Office, Leadership
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Doug Kiger's Northwestern Mutual Experience December 2007 - October 2008
Job Manager, Special Projects at New Market Waste Solutions
Industry Environmental Services
Experience
New Market Waste Solutions January 2015 - Present
New Market Waste Solutions November 2012 - January 2015
Harris Teeter April 2012 - November 2012
Harris Teeter September 2011 - April 2012
Retail Concepts November 2008 - September 2011
Northwestern Mutual December 2007 - October 2008
Skills
Problem Solving, Consumer Behaviour, Marketing Strategy, Product Marketing, Brand Management, Brand Developement, Customer Retention, Strategic Planning, Sales, Retail, Microsoft Excel, Marketing, Customer Service, Brand Development
Education
University of North Carolina at Charlotte 2003 — 2008
Bachelor of Science in Business Administration, Marketing
New Market Waste Solutions January 2015 - Present
New Market Waste Solutions November 2012 - January 2015
Harris Teeter April 2012 - November 2012
Harris Teeter September 2011 - April 2012
Retail Concepts November 2008 - September 2011
Northwestern Mutual December 2007 - October 2008
Skills
Problem Solving, Consumer Behaviour, Marketing Strategy, Product Marketing, Brand Management, Brand Developement, Customer Retention, Strategic Planning, Sales, Retail, Microsoft Excel, Marketing, Customer Service, Brand Development
Education
University of North Carolina at Charlotte 2003 — 2008
Bachelor of Science in Business Administration, Marketing
Tim Mulligan Tim Mulligan's Northwestern Mutual Experience January 2013 - December 2013
Job M.S. Candidate in Analytics at the Institute for Advanced Analytics at North Carolina State University
Industry Higher Education
Experience
The Institute for Advanced Analytics at NC State University June 2015 - Present
glood digital October 2014 - June 2015
3000 Miles to a Cure December 2012 - January 2015
Aviv Moon Productions August 2014 - December 2014
Aviv Moon Productions May 2014 - July 2014
Red Moon Marketing January 2014 - May 2014
Starbucks July 2011 - January 2014
Northwestern Mutual January 2013 - December 2013
Coastal Coffee Roasters May 2012 - August 2012
Skills
Marketing, Leadership, Time Management, Management, Networking, Microsoft Excel, Search Engine Ranking, Pay Per Click..., Charity Marketing, Project Management, Team Leadership, Public Speaking, Problem Solving, Creative Writing, Project Leadership, Microsoft Word, Internet Analytics, Digital Marketing, Data Analysis, Statistical Modeling, Bayesian statistics, Data Science, Statistical Data..., Multivariate Statistics, Linear Regression, Linear Algebra, Social Media, SAS Base
Education
North Carolina State University - Institute for Advanced Analytics 2015 — 2016
Master of Science (MS), Analytics
University of North Carolina at Charlotte 2011 — 2015
Bachelors degree, Marketing Analytics, 3.75
The Institute for Advanced Analytics at NC State University June 2015 - Present
glood digital October 2014 - June 2015
3000 Miles to a Cure December 2012 - January 2015
Aviv Moon Productions August 2014 - December 2014
Aviv Moon Productions May 2014 - July 2014
Red Moon Marketing January 2014 - May 2014
Starbucks July 2011 - January 2014
Northwestern Mutual January 2013 - December 2013
Coastal Coffee Roasters May 2012 - August 2012
Skills
Marketing, Leadership, Time Management, Management, Networking, Microsoft Excel, Search Engine Ranking, Pay Per Click..., Charity Marketing, Project Management, Team Leadership, Public Speaking, Problem Solving, Creative Writing, Project Leadership, Microsoft Word, Internet Analytics, Digital Marketing, Data Analysis, Statistical Modeling, Bayesian statistics, Data Science, Statistical Data..., Multivariate Statistics, Linear Regression, Linear Algebra, Social Media, SAS Base
Education
North Carolina State University - Institute for Advanced Analytics 2015 — 2016
Master of Science (MS), Analytics
University of North Carolina at Charlotte 2011 — 2015
Bachelors degree, Marketing Analytics, 3.75
Sarthak Ankit Patnaik Sarthak Ankit Patnaik's Northwestern Mutual Experience May 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
School of Life Sciences, Sambalpur University June 2014 - July 2014
Wake Forest Institute for Regenerative Medicine June 2013 - August 2013
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Leadership, Teamwork
Education
University of North Carolina at Chapel Hill 2012 — 2016
Biology, Economics
Early College at Guilford 2008 — 2012
Northwestern Mutual May 2015 - Present
School of Life Sciences, Sambalpur University June 2014 - July 2014
Wake Forest Institute for Regenerative Medicine June 2013 - August 2013
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Leadership, Teamwork
Education
University of North Carolina at Chapel Hill 2012 — 2016
Biology, Economics
Early College at Guilford 2008 — 2012
Brooke McLean's Northwestern Mutual Experience April 2014 - January 2015
Job Campus Recruiter at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP January 2015 - Present
Northwestern Mutual April 2014 - January 2015
Northwestern Mutual January 2014 - May 2014
Northwestern Mutual January 2014 - May 2014
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., 401k, Estate Planning, Insurance, Investments, Series 7, Series 63, Long-term Care, Mutual Funds, Securities, Retirement, Wealth Management, Asset Allocation
Education
University of North Carolina at Charlotte 2010 — 2014
Bachelor's Degree, Finance
Dixon Hughes Goodman LLP January 2015 - Present
Northwestern Mutual April 2014 - January 2015
Northwestern Mutual January 2014 - May 2014
Northwestern Mutual January 2014 - May 2014
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., 401k, Estate Planning, Insurance, Investments, Series 7, Series 63, Long-term Care, Mutual Funds, Securities, Retirement, Wealth Management, Asset Allocation
Education
University of North Carolina at Charlotte 2010 — 2014
Bachelor's Degree, Finance
John Clement, CFP®, CIMA® John Clement, CFP®, CIMA®'s Northwestern Mutual Experience July 1997 - December 1999
Job Senior Internal Investment Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2010 - Present
TIAA-CREF December 2007 - January 2010
TIAA-CREF August 2006 - December 2007
The Vanguard Group August 2005 - August 2006
Carolinas Eye Center November 2004 - July 2006
Vanguard January 2000 - August 2005
Northwestern Mutual July 1997 - December 1999
Skills
Asset Allocation, Series 7, Retirement, Wealth Management, Investments, Mutual Funds, Retirement Planning, Portfolio Management, Investment Strategies, Financial Advisory, Finance, Life Insurance, IRAs, High Net Worth..., Small Business
Education
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Arts
TIAA-CREF January 2010 - Present
TIAA-CREF December 2007 - January 2010
TIAA-CREF August 2006 - December 2007
The Vanguard Group August 2005 - August 2006
Carolinas Eye Center November 2004 - July 2006
Vanguard January 2000 - August 2005
Northwestern Mutual July 1997 - December 1999
Skills
Asset Allocation, Series 7, Retirement, Wealth Management, Investments, Mutual Funds, Retirement Planning, Portfolio Management, Investment Strategies, Financial Advisory, Finance, Life Insurance, IRAs, High Net Worth..., Small Business
Education
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Arts
Januarius Anyanwu's Northwestern Mutual Experience May 2011 - October 2011
Job Senior Financial Analyst (SME)
Industry Financial Services
Experience
IBM February 2013 - Present
Northwestern Mutual May 2011 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft access, US GAAP, Accounts Payable, Accounts Receivable, Income Statement, Balance Sheet, Auditing, Managerial Finance, Supply Chain Management, Writing, Social Skills, Financial Reporting, P&L, Accounting, Financial Analysis, Finance, Leadership, Microsoft Word, PowerPoint
Education
University of North Carolina at Greensboro 2010 — 2012
Bachelor of Science (BS), Accounting
Wake Technical Community College 2008 — 2010
Associate of Arts (A.A.), Accounting
IBM February 2013 - Present
Northwestern Mutual May 2011 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft access, US GAAP, Accounts Payable, Accounts Receivable, Income Statement, Balance Sheet, Auditing, Managerial Finance, Supply Chain Management, Writing, Social Skills, Financial Reporting, P&L, Accounting, Financial Analysis, Finance, Leadership, Microsoft Word, PowerPoint
Education
University of North Carolina at Greensboro 2010 — 2012
Bachelor of Science (BS), Accounting
Wake Technical Community College 2008 — 2010
Associate of Arts (A.A.), Accounting
Trey Manning's Northwestern Mutual Experience February 2013 - January 2014
Job Wholesale Analyst at SunTrust
Industry Real Estate
Experience
SunTrust June 2015 - Present
Sageworks January 2015 - June 2015
GVA Lat Purser & Associates, Inc. June 2014 - August 2014
The Alexander Group: Northwestern Mutual January 2014 - May 2014
Northwestern Mutual February 2013 - January 2014
Department of Housing and Residential Education June 2012 - May 2013
Crusader Soccer Academy July 2011 - July 2012
Bethesda Christian AcademyDurham May 2007 - July 2012
Skills
Commercial Real Estate, Commercial Real Estate..., Real Estate Financing, Time Management, Microsoft Excel, Customer Service, Team Leadership, Social Media, Music, Marketing Strategy, Insurance, Management, Social Skills, Microsoft Word, Program Management, Communication, Music Production, Organization, Financial Services, Life Insurance, Social Networking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2014
Bachelor's Degree, Business Administration and Management
SunTrust June 2015 - Present
Sageworks January 2015 - June 2015
GVA Lat Purser & Associates, Inc. June 2014 - August 2014
The Alexander Group: Northwestern Mutual January 2014 - May 2014
Northwestern Mutual February 2013 - January 2014
Department of Housing and Residential Education June 2012 - May 2013
Crusader Soccer Academy July 2011 - July 2012
Bethesda Christian AcademyDurham May 2007 - July 2012
Skills
Commercial Real Estate, Commercial Real Estate..., Real Estate Financing, Time Management, Microsoft Excel, Customer Service, Team Leadership, Social Media, Music, Marketing Strategy, Insurance, Management, Social Skills, Microsoft Word, Program Management, Communication, Music Production, Organization, Financial Services, Life Insurance, Social Networking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2014
Bachelor's Degree, Business Administration and Management
Jeff Overby Jeff Overby's Northwestern Mutual Experience February 2007 - March 2009
Job National GPS Fleet Consultant
Industry Transportation/Trucking/Railroad
Experience
FleetMatics June 2010 - Present
Northwestern Mutual February 2007 - March 2009
Skills
SaaS, Salesforce.com, Sales Process, Investments, Direct Sales, Account Management, Sales Management, Sales, New Business Development, B2B, Business Development, Contract Negotiation, Lead Generation, Solution Selling, Sales Operations, Customer Service, Management, Leadership, Selling, Fleet Management, Business Intelligence, Sales Presentations, Negotiation, CRM, Customer Retention
Education
University of North Carolina at Charlotte - Belk College of Business
BS, Business/Finance
FleetMatics June 2010 - Present
Northwestern Mutual February 2007 - March 2009
Skills
SaaS, Salesforce.com, Sales Process, Investments, Direct Sales, Account Management, Sales Management, Sales, New Business Development, B2B, Business Development, Contract Negotiation, Lead Generation, Solution Selling, Sales Operations, Customer Service, Management, Leadership, Selling, Fleet Management, Business Intelligence, Sales Presentations, Negotiation, CRM, Customer Retention
Education
University of North Carolina at Charlotte - Belk College of Business
BS, Business/Finance
Alex Simpson's Northwestern Mutual Experience May 2014 - May 2015
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
University of North Carolina Football January 2015 - Present
Northwestern Mutual May 2014 - May 2015
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, Public Speaking, Microsoft Office, Financial Planning, Teamwork, Leadership
Education
University of North Carolina at Chapel Hill 2012 — 2016
University of North Carolina Football January 2015 - Present
Northwestern Mutual May 2014 - May 2015
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, Public Speaking, Microsoft Office, Financial Planning, Teamwork, Leadership
Education
University of North Carolina at Chapel Hill 2012 — 2016
Justin Hammond's Northwestern Mutual Experience May 2013 - August 2013
Job Leadership Development Associate at Advantage Sales & Marketing
Industry Consumer Goods
Experience
Advantage Sales & Marketing July 2015 - Present
Independent Insurance Agents of North Carolina, Inc. May 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Skills
Life Insurance, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Customer Service, Customer Satisfaction, Strategic Financial..., Leadership, Public Speaking
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's Degree, Economics
Advantage Sales & Marketing July 2015 - Present
Independent Insurance Agents of North Carolina, Inc. May 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Skills
Life Insurance, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Customer Service, Customer Satisfaction, Strategic Financial..., Leadership, Public Speaking
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's Degree, Economics
Xuezhi Allen Feng Xuezhi Allen Feng's Northwestern Mutual Experience May 2014 - August 2014
Job Master of Accounting Candidate at UNC KenanFlagler
Industry Accounting
Experience
The Walt Disney Company January 2015 - April 2015
Northwestern Mutual May 2014 - August 2014
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master’s Degree, Accounting
Vanderbilt University 2010 — 2014
Bachelor's Degree, Mathematics
The Walt Disney Company January 2015 - April 2015
Northwestern Mutual May 2014 - August 2014
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master’s Degree, Accounting
Vanderbilt University 2010 — 2014
Bachelor's Degree, Mathematics
Charlie Pace's Northwestern Mutual Experience May 2012 - August 2012
Job Category Space Contractor at AnheuserBusch InBev
Industry Food & Beverages
Experience
Envision September 2014 - Present
R.A. Jeffrey's Distributing Company July 2013 - September 2014
Northwestern Mutual May 2012 - August 2012
Skills
Financial Analysis, Customer Service, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Public Speaking, Social Networking, Marketing, Leadership
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), History
Needham B. Broughton High School 2005 — 2009
Envision September 2014 - Present
R.A. Jeffrey's Distributing Company July 2013 - September 2014
Northwestern Mutual May 2012 - August 2012
Skills
Financial Analysis, Customer Service, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Public Speaking, Social Networking, Marketing, Leadership
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), History
Needham B. Broughton High School 2005 — 2009
Jennifer Cothern Jennifer Cothern's Northwestern Mutual Experience February 2011 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2011 - Present
Education
UNC Charlotte 2004 — 2009
Bachelor's degree, Elementary Education and Teaching
Northwestern Mutual February 2011 - Present
Education
UNC Charlotte 2004 — 2009
Bachelor's degree, Elementary Education and Teaching
Sydney (Andrews) Wittman Sydney (Andrews) Wittman's Northwestern Mutual Experience August 2014 - Present
Job Administrative Assistant at Northwestern Mutual & Private Tutor
Industry
Experience
Northwestern Mutual August 2014 - Present
-- October 2013 - Present
American Language Academy January 2014 - June 2014
Byron Office Space Solutions October 2012 - December 2013
Skills
Microsoft Word, Microsoft Excel
Education
University of North Carolina at Greensboro 2012 — 2014
Post Baccalaureate Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Northwestern Mutual August 2014 - Present
-- October 2013 - Present
American Language Academy January 2014 - June 2014
Byron Office Space Solutions October 2012 - December 2013
Skills
Microsoft Word, Microsoft Excel
Education
University of North Carolina at Greensboro 2012 — 2014
Post Baccalaureate Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Whit Newton, CFP® Whit Newton, CFP®'s Northwestern Mutual Experience May 2009 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2009 - Present
Education
University of North Carolina at Chapel Hill 2004 — 2008
Northwestern Mutual May 2009 - Present
Education
University of North Carolina at Chapel Hill 2004 — 2008
Christopher Guard Christopher Guard's Northwestern Mutual Experience 2012 - 2012
Job Analyst at Hanesbrands
Industry Apparel & Fashion
Experience
Hanesbrands Inc. October 2014 - Present
Ralph Lauren September 2012 - October 2014
Northwestern Mutual 2012 - 2012
Skills
Sales, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Accounting, Finance, Forecasting, SAP, Crystal Reports, Movex, Winshuttle, Public Speaking, Marketing, PowerPoint, Customer Service, Building Relationships, Microsoft Word
Education
Wake Forest University 2015 — 2017
Master of Business Administration (M.B.A.)
University of North Carolina at Greensboro 2007 — 2011
Bachelors of Science, Business Administration
Hanesbrands Inc. October 2014 - Present
Ralph Lauren September 2012 - October 2014
Northwestern Mutual 2012 - 2012
Skills
Sales, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Accounting, Finance, Forecasting, SAP, Crystal Reports, Movex, Winshuttle, Public Speaking, Marketing, PowerPoint, Customer Service, Building Relationships, Microsoft Word
Education
Wake Forest University 2015 — 2017
Master of Business Administration (M.B.A.)
University of North Carolina at Greensboro 2007 — 2011
Bachelors of Science, Business Administration
Matthew Tilley's Northwestern Mutual Experience May 2010 - May 2011
Job Senior Business Analyst at Capital One
Industry Financial Services
Experience
Capital One August 2014 - Present
Capital One January 2013 - July 2014
Capital One July 2011 - December 2012
Northwestern Mutual May 2010 - May 2011
Morehead Planetarium and Science Center September 2007 - May 2011
Skills
Analysis, Business Analysis, Microsoft Office, Financial Analysis, Risk Management, Banking, Microsoft Excel, Project Management, PowerPoint, Test Design, Model Building, Tableau, Sales, Customer Analysis, Business Strategy, SAS, SQL
Education
University of North Carolina at Chapel Hill 2007 — 2011
Economics and Sociology
Capital One August 2014 - Present
Capital One January 2013 - July 2014
Capital One July 2011 - December 2012
Northwestern Mutual May 2010 - May 2011
Morehead Planetarium and Science Center September 2007 - May 2011
Skills
Analysis, Business Analysis, Microsoft Office, Financial Analysis, Risk Management, Banking, Microsoft Excel, Project Management, PowerPoint, Test Design, Model Building, Tableau, Sales, Customer Analysis, Business Strategy, SAS, SQL
Education
University of North Carolina at Chapel Hill 2007 — 2011
Economics and Sociology
Zeb Little Zeb Little's Northwestern Mutual Experience May 2013 - May 2013
Job Brand Activation Manager at Adams Beverages
Industry Marketing and Advertising
Experience
Adams Beverages of NC, LLC April 2015 - Present
Johnson Brothers Liquor Co. August 2014 - April 2015
Sports Authority February 2014 - July 2014
Northwestern Mutual May 2013 - May 2013
R.H. Barringer Distributor Co. Inc. May 2012 - July 2012
Bonnie Plants, Inc. February 2012 - April 2012
IKEA August 2011 - October 2011
Silver Eagle, LLC May 2010 - August 2011
Skills
PowerPoint, Word, Excel, Microsoft Office, Access, Spanish, Time Management, Marketing Strategy, Microsoft Excel, Product Marketing, Merchandising, Sales, Customer Engagement, Advertising, Market Research, Microsoft Word, Management, Customer Service, Leadership, Marketing, Social Media
Education
University of North Carolina at Charlotte 2009 — 2014
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, Senior
University of North Carolina at Charlotte 2009 — 2014
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Adams Beverages of NC, LLC April 2015 - Present
Johnson Brothers Liquor Co. August 2014 - April 2015
Sports Authority February 2014 - July 2014
Northwestern Mutual May 2013 - May 2013
R.H. Barringer Distributor Co. Inc. May 2012 - July 2012
Bonnie Plants, Inc. February 2012 - April 2012
IKEA August 2011 - October 2011
Silver Eagle, LLC May 2010 - August 2011
Skills
PowerPoint, Word, Excel, Microsoft Office, Access, Spanish, Time Management, Marketing Strategy, Microsoft Excel, Product Marketing, Merchandising, Sales, Customer Engagement, Advertising, Market Research, Microsoft Word, Management, Customer Service, Leadership, Marketing, Social Media
Education
University of North Carolina at Charlotte 2009 — 2014
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, Senior
University of North Carolina at Charlotte 2009 — 2014
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Charles Irvin, CFP®, CLU® Charles Irvin, CFP®, CLU®'s Northwestern Mutual Experience May 2009 - Present
Job Wealth Management Advisor/College Unit Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2009 - Present
Young Life Windy Gap May 2007 - August 2007
Education
Grimsley
UNC-Chapel Hill
BSBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Concentration in Finance
Northwestern Mutual May 2009 - Present
Young Life Windy Gap May 2007 - August 2007
Education
Grimsley
UNC-Chapel Hill
BSBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Concentration in Finance
Paul Burke III's Northwestern Mutual Experience October 2011 - August 2013
Job Operations Analyst for KBI Biopharma
Industry Pharmaceuticals
Experience
KBI Biopharma November 2013 - Present
Northwestern Mutual October 2011 - August 2013
University of North Carolina at Chapel Hill January 2008 - May 2010
Skills
Financial Analysis, Financial Planning, Strategic Financial..., Retirement Planning, Finance, Risk Management, Securities, Time Management, Data Analysis, Microsoft Excel, Financial Reporting, Financial Modeling, Leadership, Strategic Planning, Analysis
Education
UNC Chapel Hill 2005 — 2009
Bachelor's degree
East Chapel Hill
KBI Biopharma November 2013 - Present
Northwestern Mutual October 2011 - August 2013
University of North Carolina at Chapel Hill January 2008 - May 2010
Skills
Financial Analysis, Financial Planning, Strategic Financial..., Retirement Planning, Finance, Risk Management, Securities, Time Management, Data Analysis, Microsoft Excel, Financial Reporting, Financial Modeling, Leadership, Strategic Planning, Analysis
Education
UNC Chapel Hill 2005 — 2009
Bachelor's degree
East Chapel Hill
Connor Bertocci's Northwestern Mutual Experience June 2013 - June 2014
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2013 - June 2014
Mini City Media May 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Customer Service, Finance, Strategic Financial..., Teamwork, Leadership, Risk Management, Data Analysis, Insurance, Financial Services, Sales
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (BA), Management
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (BA), German Language and Literature
Northwestern Mutual June 2013 - June 2014
Mini City Media May 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Customer Service, Finance, Strategic Financial..., Teamwork, Leadership, Risk Management, Data Analysis, Insurance, Financial Services, Sales
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (BA), Management
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (BA), German Language and Literature
Patrick Myers's Northwestern Mutual Experience May 2014 - April 2015
Job Consultant at Booz Allen Hamilton
Industry Defense & Space
Experience
Booz Allen Hamilton July 2015 - Present
UNC Kenan-Flagler August 2013 - May 2015
Northwestern Mutual May 2014 - April 2015
Student Teams Achieving Results January 2014 - May 2014
Skills
Leadership, PowerPoint, Applied Mathematics, Microsoft Excel, Collaborative Problem..., Communication, Licensed Life & Health...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Bachelor's Degree, Business Administration, Concentration in Consulting, Senior
King Philip High School 2008 — 2011
Booz Allen Hamilton July 2015 - Present
UNC Kenan-Flagler August 2013 - May 2015
Northwestern Mutual May 2014 - April 2015
Student Teams Achieving Results January 2014 - May 2014
Skills
Leadership, PowerPoint, Applied Mathematics, Microsoft Excel, Collaborative Problem..., Communication, Licensed Life & Health...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Bachelor's Degree, Business Administration, Concentration in Consulting, Senior
King Philip High School 2008 — 2011
Bret Harding (MBA, CHRS)'s Northwestern Mutual Experience May 2007 - January 2009
Job I Develop Cost Effective Employee Benefit Plans ► Proven Track Record of Success Cutting Costs.& Retaining Key Talent.
Industry Insurance
Experience
Utah Insurance Solutions December 2008 - Present
Northwestern Mutual May 2007 - January 2009
Oldcastle January 2000 - April 2007
Skills
Employee Benefits, Life Insurance, Health Insurance, Group health insurance, Medicare, Group Insurance, Disability Insurance, Insurance, Leadership, Finance, Cold Calling, Term Life Insurance, Customer Retention, Small Business, Marketing, Retirement Planning, Training, Call Centers, Underwriting, Property & Casualty..., Sales Management, Workers Compensation, Mortgage Lending, Financial Advisory, Entrepreneurship, Wealth Management, Umbrella Insurance, Risk Management, Benefits Administration, General Insurance, Strategic Planning, Fixed Annuities, Long-term Care, Brokers, Universal Life, Business, Recruiting, Whole Life, Executive Management, Financial Services, Retirement, Sales, Team Building, Commercial Insurance, Financial Analysis, Strategic Financial..., Account Management, Investments, Mergers & Acquisitions
Education
University of Phoenix 2003 — 2005
MBA, Business & Human Resource Management
University of North Carolina at Greensboro 2000 — 2001
Business Administration and Management, General
Utah Valley University
Bachelor of Business Administration (BBA), Marketing
Utah Insurance Solutions December 2008 - Present
Northwestern Mutual May 2007 - January 2009
Oldcastle January 2000 - April 2007
Skills
Employee Benefits, Life Insurance, Health Insurance, Group health insurance, Medicare, Group Insurance, Disability Insurance, Insurance, Leadership, Finance, Cold Calling, Term Life Insurance, Customer Retention, Small Business, Marketing, Retirement Planning, Training, Call Centers, Underwriting, Property & Casualty..., Sales Management, Workers Compensation, Mortgage Lending, Financial Advisory, Entrepreneurship, Wealth Management, Umbrella Insurance, Risk Management, Benefits Administration, General Insurance, Strategic Planning, Fixed Annuities, Long-term Care, Brokers, Universal Life, Business, Recruiting, Whole Life, Executive Management, Financial Services, Retirement, Sales, Team Building, Commercial Insurance, Financial Analysis, Strategic Financial..., Account Management, Investments, Mergers & Acquisitions
Education
University of Phoenix 2003 — 2005
MBA, Business & Human Resource Management
University of North Carolina at Greensboro 2000 — 2001
Business Administration and Management, General
Utah Valley University
Bachelor of Business Administration (BBA), Marketing
Doug Cowan, CLU Doug Cowan, CLU's Northwestern Mutual Experience 1979 - Present
Job Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Finanial Network 1979 - Present
Northwestern Mutual 1979 - Present
Education
University of North Carolina at Chapel Hill
BA, Business
Northwestern Mutual Finanial Network 1979 - Present
Northwestern Mutual 1979 - Present
Education
University of North Carolina at Chapel Hill
BA, Business
Andrew Clyne Andrew Clyne's Northwestern Mutual Experience November 2012 - September 2014
Job Associate Wealth Management Advisor at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. September 2014 - Present
Northwestern Mutual November 2012 - September 2014
UNC Greensboro May 2011 - August 2012
self employed January 2009 - June 2012
UNC Greensboro March 2010 - May 2011
UNC Greensboro May 2009 - May 2010
Education
The University of North Carolina at Greensboro (UNCG) 2007 — 2011
Bachelor of Science, Finance
University of North Carolina at Greensboro 2007 — 2011
Bachelor of Science, Finance
Washingtonville High School 2003 — 2007
Summit Financial Resources, Inc. September 2014 - Present
Northwestern Mutual November 2012 - September 2014
UNC Greensboro May 2011 - August 2012
self employed January 2009 - June 2012
UNC Greensboro March 2010 - May 2011
UNC Greensboro May 2009 - May 2010
Education
The University of North Carolina at Greensboro (UNCG) 2007 — 2011
Bachelor of Science, Finance
University of North Carolina at Greensboro 2007 — 2011
Bachelor of Science, Finance
Washingtonville High School 2003 — 2007
Phil Griffin CFP, CLU, ChFC, CASL Phil Griffin CFP, CLU, ChFC, CASL's Northwestern Mutual Experience Major, QuartermasterUnited States Army ReserveNovember 1971 - September 1995
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Major, QuartermasterUnited States Army ReserveNovember 1971 - September 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1970 — 1976
bs, Business
Northwestern Mutual Major, QuartermasterUnited States Army ReserveNovember 1971 - September 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1970 — 1976
bs, Business
Robertson Greenbacker's Northwestern Mutual Experience January 2013 - June 2013
Job Customer Project Designer I at Dominion Virginia Power
Industry Utilities
Experience
Dominion Virginia Power November 2013 - Present
NewDay USA July 2013 - October 2013
Northwestern Mutual January 2013 - June 2013
United States Marine Corps April 2005 - April 2009
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Leadership, Data Analysis, Event Planning, Management
Education
University of North Carolina at Chapel Hill 2010 — 2012
Bachelor of Arts (B.A.), Economics
Dominion Virginia Power November 2013 - Present
NewDay USA July 2013 - October 2013
Northwestern Mutual January 2013 - June 2013
United States Marine Corps April 2005 - April 2009
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Leadership, Data Analysis, Event Planning, Management
Education
University of North Carolina at Chapel Hill 2010 — 2012
Bachelor of Arts (B.A.), Economics
Brent Wallace's Northwestern Mutual Experience February 2006 - November 2008
Job Project Manager Operations Initiatives at XPO Logistics
Industry Transportation/Trucking/Railroad
Experience
XPO Logistics, Inc. May 2015 - Present
XPO Logistics, Inc. November 2014 - May 2015
XPO Logistics, Inc. December 2012 - December 2014
Pair of J's Tours 2011 - 2012
Master Title Agency February 2008 - January 2011
Northwestern Mutual February 2006 - November 2008
Skills
Executive..., Customer Service, Sales, Microsoft Office, Website Management, Data Analysis, International..., Technical Writing, Public Speaking, Document Research, Anthropology, Ethnography, Outlook, Research, Management, Freight Brokerage, 3PL, Transportation..., Carrier Relationships, Webmaster Services, LTL, Social Networking, Transportation, Carrier Relationship..., Logistics Management, Shipping, Freight, Customer Satisfaction, Process Improvement, Supply Chain, Social Media Marketing, Strategic Planning, Logistics, Process Scheduler, Creative Problem Solving, Time Management, Analysis, Procurement, Marketing, Transportation..., Operations Management, Team Building, Account Management, Training, Leadership, New Business Development, Building Relationships, Entrepreneurship, Cold Calling, Salesforce.com
Education
University of North Carolina at Charlotte 2006 — 2009
BS, Anthropology
University of North Carolina at Charlotte 2005 — 2009
XPO Logistics, Inc. May 2015 - Present
XPO Logistics, Inc. November 2014 - May 2015
XPO Logistics, Inc. December 2012 - December 2014
Pair of J's Tours 2011 - 2012
Master Title Agency February 2008 - January 2011
Northwestern Mutual February 2006 - November 2008
Skills
Executive..., Customer Service, Sales, Microsoft Office, Website Management, Data Analysis, International..., Technical Writing, Public Speaking, Document Research, Anthropology, Ethnography, Outlook, Research, Management, Freight Brokerage, 3PL, Transportation..., Carrier Relationships, Webmaster Services, LTL, Social Networking, Transportation, Carrier Relationship..., Logistics Management, Shipping, Freight, Customer Satisfaction, Process Improvement, Supply Chain, Social Media Marketing, Strategic Planning, Logistics, Process Scheduler, Creative Problem Solving, Time Management, Analysis, Procurement, Marketing, Transportation..., Operations Management, Team Building, Account Management, Training, Leadership, New Business Development, Building Relationships, Entrepreneurship, Cold Calling, Salesforce.com
Education
University of North Carolina at Charlotte 2006 — 2009
BS, Anthropology
University of North Carolina at Charlotte 2005 — 2009
Carrie Becker Carrie Becker's Northwestern Mutual Experience February 2010 - June 2010
Job Investment Accountant
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
Northwestern Mutual Financial Network June 2010 - November 2010
Northwestern Mutual February 2010 - June 2010
Allen Tate Insurance November 2009 - February 2010
Trio Restaurant May 2004 - January 2010
Skills
Microsoft Excel, Finance, Financial Analysis, Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2010
Finance
TIAA-CREF March 2012 - Present
Northwestern Mutual Financial Network June 2010 - November 2010
Northwestern Mutual February 2010 - June 2010
Allen Tate Insurance November 2009 - February 2010
Trio Restaurant May 2004 - January 2010
Skills
Microsoft Excel, Finance, Financial Analysis, Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2010
Finance
Jonathan Bensch Jonathan Bensch's Northwestern Mutual Experience January 2011 - August 2011
Job AVP Senior Financial Analyst
Industry Banking
Experience
Bank of America June 2013 - Present
Bank of America January 2012 - May 2013
Wells Fargo Financial September 2011 - January 2012
Northwestern Mutual January 2011 - August 2011
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
BSBA, Finance
Bank of America June 2013 - Present
Bank of America January 2012 - May 2013
Wells Fargo Financial September 2011 - January 2012
Northwestern Mutual January 2011 - August 2011
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
BSBA, Finance
Dave Cohn Dave Cohn's Northwestern Mutual Experience June 1999 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 1999 - Present
Education
University of North Carolina at Chapel Hill 1997 — 1999
University of North Carolina at Charlotte 1995 — 1997
Northwestern Mutual June 1999 - Present
Education
University of North Carolina at Chapel Hill 1997 — 1999
University of North Carolina at Charlotte 1995 — 1997
Stephen Ratcliffe Stephen Ratcliffe's Northwestern Mutual Experience May 2001 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2001 - Present
Northwestern Mutual January 2001 - Present
Skills
Wealth Management, Financial Planning, Retirement Income..., Estate Planning, Trust Services, Business Continuation..., Qualified Plan..., Life Insurance Planning, Disability Income..., Long Term Care Planning, Education Funding, Investment Strategies, Employee and Executive..., Special Needs Planning
Education
University of North Carolina at Chapel Hill 1997 — 2000
BS
Northwestern Mutual May 2001 - Present
Northwestern Mutual January 2001 - Present
Skills
Wealth Management, Financial Planning, Retirement Income..., Estate Planning, Trust Services, Business Continuation..., Qualified Plan..., Life Insurance Planning, Disability Income..., Long Term Care Planning, Education Funding, Investment Strategies, Employee and Executive..., Special Needs Planning
Education
University of North Carolina at Chapel Hill 1997 — 2000
BS
Parth Gandhi Parth Gandhi's Northwestern Mutual Experience June 2012 - August 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Capital Finance May 2013 - August 2013
Northwestern Mutual June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Social Networking, Small Business, Hotel Management, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), Corporate Finance and Investments
Wells Fargo Securities June 2014 - Present
Wells Fargo Capital Finance May 2013 - August 2013
Northwestern Mutual June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Social Networking, Small Business, Hotel Management, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), Corporate Finance and Investments
Hamed Osman's Northwestern Mutual Experience May 2014 - Present
Job Sales Representative Intern at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2014 - Present
Best Impressions Caterers January 2012 - Present
Skills
Communication, Accounting, Interacting with People..., Financial Accounting, Phone Etiquette, Computer Proficiency
Education
University of North Carolina at Charlotte 2011 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Northwestern Mutual May 2014 - Present
Best Impressions Caterers January 2012 - Present
Skills
Communication, Accounting, Interacting with People..., Financial Accounting, Phone Etiquette, Computer Proficiency
Education
University of North Carolina at Charlotte 2011 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Trace Clevinger's Northwestern Mutual Experience May 2011 - March 2012
Job Mortgage Insurance Specialist
Industry Banking
Experience
Provident Funding Associates L.P. June 2013 - Present
Sovereign's Capital May 2012 - December 2012
Northwestern Mutual May 2011 - March 2012
First Citizens Bank May 2010 - August 2010
Skills
Business Analysis, Financial Analysis, Due Diligence, Personal Financial..., Finance, Venture Capital, Analysis, Microsoft Office, Financial Services
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Management and Society
Provident Funding Associates L.P. June 2013 - Present
Sovereign's Capital May 2012 - December 2012
Northwestern Mutual May 2011 - March 2012
First Citizens Bank May 2010 - August 2010
Skills
Business Analysis, Financial Analysis, Due Diligence, Personal Financial..., Finance, Venture Capital, Analysis, Microsoft Office, Financial Services
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Management and Society
Richard Worrell Richard Worrell's Northwestern Mutual Experience 1996 - Present
Job Managing Partner | CLU®, CFP®, CLTC | Financial Planning | Wealth Management | Networker and Connector
Industry Financial Services
Experience
Northwestern Mutual 1996 - Present
Northwestern Mutual 2012 - 2014
United States Marine Corps 1995 - 1998
Education
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor's Degree, Business
Northwestern Mutual 1996 - Present
Northwestern Mutual 2012 - 2014
United States Marine Corps 1995 - 1998
Education
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor's Degree, Business
Nick Heeg Nick Heeg's Northwestern Mutual Experience May 2011 - October 2012
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual May 2011 - October 2012
Skills
Disability Insurance, Securities
Education
University of North Carolina at Charlotte 2010 — 2012
Economics
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
University of South Carolina - The Moore School of Business 2008 — 2010
University of South Carolina-Columbia 2008 — 2010
Charlotte Catholic High School 2004 — 2008
Northwestern Mutual May 2011 - October 2012
Skills
Disability Insurance, Securities
Education
University of North Carolina at Charlotte 2010 — 2012
Economics
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
University of South Carolina - The Moore School of Business 2008 — 2010
University of South Carolina-Columbia 2008 — 2010
Charlotte Catholic High School 2004 — 2008
Dick Goldman CFP, CLU, ChFC, CLTC Dick Goldman CFP, CLU, ChFC, CLTC's Northwestern Mutual Experience October 2008 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2008 - Present
Alpha Sigma of Chi Psi 1966 - Present
Deutsche Asset Management 1999 - 2003
Prudential Insurance 1997 - 1999
Towers Perrin 1995 - 1997
Home Life Insurance Company August 1989 - January 1992
Northwestern Mutual September 1966 - August 1989
Education
American College 1976 — 1980
MSFS, Financial Services
University of North Carolina at Chapel Hill 1962 — 1971
B.A., History
Northwestern Mutual October 2008 - Present
Alpha Sigma of Chi Psi 1966 - Present
Deutsche Asset Management 1999 - 2003
Prudential Insurance 1997 - 1999
Towers Perrin 1995 - 1997
Home Life Insurance Company August 1989 - January 1992
Northwestern Mutual September 1966 - August 1989
Education
American College 1976 — 1980
MSFS, Financial Services
University of North Carolina at Chapel Hill 1962 — 1971
B.A., History
William Dowdy, CFP®, CLU®, ChFC®, CASL®, REBC® William Dowdy, CFP®, CLU®, ChFC®, CASL®, REBC®'s Northwestern Mutual Experience February 1999 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 1999 - Present
Pre-Paid Legal Services, Inc. January 1994 - February 1999
Triangle West Realty January 1993 - December 1994
Country Park Pharmacy December 1988 - December 1993
Skills
Leadership, Disability Insurance, Team Leadership, Certified Financial..., Strategic Financial..., Customer Service, Time Management, Due Diligence, Leadership Development, Finance, Estate Planning, Coaching, Team Building, Project Management, Negotiation, Customer Satisfaction, Strategic Planning, Account Management, Financial Analysis, Mergers & Acquisitions, Marketing, Marketing Strategy, Public Speaking, Risk Management, Wealth Management..., Insurance, Wealth Management, Data Analysis, CRM, Investments, Securities
Education
University of North Carolina at Chapel Hill 1984 — 1988
BS, Religion
Northwestern Mutual February 1999 - Present
Pre-Paid Legal Services, Inc. January 1994 - February 1999
Triangle West Realty January 1993 - December 1994
Country Park Pharmacy December 1988 - December 1993
Skills
Leadership, Disability Insurance, Team Leadership, Certified Financial..., Strategic Financial..., Customer Service, Time Management, Due Diligence, Leadership Development, Finance, Estate Planning, Coaching, Team Building, Project Management, Negotiation, Customer Satisfaction, Strategic Planning, Account Management, Financial Analysis, Mergers & Acquisitions, Marketing, Marketing Strategy, Public Speaking, Risk Management, Wealth Management..., Insurance, Wealth Management, Data Analysis, CRM, Investments, Securities
Education
University of North Carolina at Chapel Hill 1984 — 1988
BS, Religion
Lindsey Leitch's Northwestern Mutual Experience June 2015 - Present
Job Director of Campus Selection & Development at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Northwestern Mutual January 2014 - June 2015
Northwestern Mutual October 2012 - January 2014
Northwestern Mutual June 2007 - August 2012
Reeds Jewelers August 2003 - June 2007
Education
University of North Carolina at Charlotte
Bachelor’s Degree, Organizational Communication
Northwestern Mutual June 2015 - Present
Northwestern Mutual January 2014 - June 2015
Northwestern Mutual October 2012 - January 2014
Northwestern Mutual June 2007 - August 2012
Reeds Jewelers August 2003 - June 2007
Education
University of North Carolina at Charlotte
Bachelor’s Degree, Organizational Communication
John R. McLaughlin, Jr. John R. McLaughlin, Jr.'s Northwestern Mutual Experience February 1983 - Present
Job Wealth Management Advisor | CFP®, RICP®, CLU® | Financial Planning | Wealth Management | Fee Based Planning
Industry Insurance
Experience
Northwestern Mutual February 1983 - Present
Education
University of North Carolina at Chapel Hill 1977 — 1981
Northwestern Mutual February 1983 - Present
Education
University of North Carolina at Chapel Hill 1977 — 1981
Dylan Rosenberg's Northwestern Mutual Experience May 2014 - August 2014
Job Senior at the KenanFlagler Business School
Industry Management Consulting
Experience
The R.O.G.I. Yogi Foundation July 2013 - Present
Dell June 2015 - August 2015
Northwestern Mutual May 2014 - August 2014
Crossroads Financial June 2012 - August 2013
Skills
Asset Based Lending, Finance, Sales, Loans, Underwriting, Factoring, Small Business Lending, New Business Development, Salesforce.com, CRM, Business Development, Microsoft Word, Microsoft Excel, Financial Advisory, Insurance, Public Speaking, Financial Analysis
Education
UNC Chapel Hill 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Hispanic Studies Minor, Junior
The R.O.G.I. Yogi Foundation July 2013 - Present
Dell June 2015 - August 2015
Northwestern Mutual May 2014 - August 2014
Crossroads Financial June 2012 - August 2013
Skills
Asset Based Lending, Finance, Sales, Loans, Underwriting, Factoring, Small Business Lending, New Business Development, Salesforce.com, CRM, Business Development, Microsoft Word, Microsoft Excel, Financial Advisory, Insurance, Public Speaking, Financial Analysis
Education
UNC Chapel Hill 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Hispanic Studies Minor, Junior
Kimberly (Tadlock) Nemcek's Northwestern Mutual Experience November 2007 - July 2008
Job Sales & Service Specialist at Bank of America
Industry Marketing and Advertising
Experience
Time Warner Cable Media January 2015 - Present
Bank of America July 2012 - January 2015
Bikinis Sports Bar and Grill January 2009 - July 2012
WCCB - TV, Fox Charlotte April 2011 - August 2011
Picasso's Sports Cafe January 2006 - May 2009
Northwestern Mutual November 2007 - July 2008
Skills
Advertising, Broadcast, Digital Media, Editing, Customer Service, Blogging, Event Management, Entertainment, Management, Event Planning, Press Releases, Retail, Public Relations, Marketing, Social Media, Sales, Sports, Social Networking, Team Building, Training, Video, Time Management
Education
University of North Carolina at Charlotte 2009 — 2011
BA, Communications
Western Carolina University 2003 — 2005
Criminal Justice
Time Warner Cable Media January 2015 - Present
Bank of America July 2012 - January 2015
Bikinis Sports Bar and Grill January 2009 - July 2012
WCCB - TV, Fox Charlotte April 2011 - August 2011
Picasso's Sports Cafe January 2006 - May 2009
Northwestern Mutual November 2007 - July 2008
Skills
Advertising, Broadcast, Digital Media, Editing, Customer Service, Blogging, Event Management, Entertainment, Management, Event Planning, Press Releases, Retail, Public Relations, Marketing, Social Media, Sales, Sports, Social Networking, Team Building, Training, Video, Time Management
Education
University of North Carolina at Charlotte 2009 — 2011
BA, Communications
Western Carolina University 2003 — 2005
Criminal Justice
Reid Fronk Reid Fronk's Northwestern Mutual Experience August 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Northwestern Mutual August 2014 - Present
Unpackin' It Ministries November 2013 - Present
Baseball September 2009 - July 2014
Brookstone Schools October 2013 - May 2014
Charlotte Christian School February 2012 - May 2014
Real Estate Company September 2011 - December 2013
Gary SouthShore RailCats August 2013 - September 2013
Toros de Tijuana March 2013 - March 2013
El Paso Diablos Baseball Club June 2012 - September 2012
Kansas City T-Bones Baseball Club May 2012 - June 2012
Skills
Baseball, Sports, Sports Management, Sports Marketing, Athletics, Professional Sports, Sponsorship Sales, Athletic Training, Sports Coaching, Scouting, Account Management, Sponsorship, Sports Industry, Strength Training, Exercise Physiology, Event Planning, Spanish, Football, Strength & Conditioning, Retirement Savings, Group Benefit Plans, Life Insurance, Disability Insurance, Wealth Management
Education
Charlotte Christian School
University of North Carolina at Chapel Hill
Northwestern Mutual August 2014 - Present
Unpackin' It Ministries November 2013 - Present
Baseball September 2009 - July 2014
Brookstone Schools October 2013 - May 2014
Charlotte Christian School February 2012 - May 2014
Real Estate Company September 2011 - December 2013
Gary SouthShore RailCats August 2013 - September 2013
Toros de Tijuana March 2013 - March 2013
El Paso Diablos Baseball Club June 2012 - September 2012
Kansas City T-Bones Baseball Club May 2012 - June 2012
Skills
Baseball, Sports, Sports Management, Sports Marketing, Athletics, Professional Sports, Sponsorship Sales, Athletic Training, Sports Coaching, Scouting, Account Management, Sponsorship, Sports Industry, Strength Training, Exercise Physiology, Event Planning, Spanish, Football, Strength & Conditioning, Retirement Savings, Group Benefit Plans, Life Insurance, Disability Insurance, Wealth Management
Education
Charlotte Christian School
University of North Carolina at Chapel Hill
Matney Tipton's Northwestern Mutual Experience January 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
UNC Charlotte August 2013 - Present
UNC Charlotte August 2012 - Present
Skills
Research, PowerPoint, Statistics, Microsoft Office, Higher Education, Microsoft Word, Public Speaking, Microsoft Excel, Time Management, Social Media, Sales, Social Networking, Management
Education
University of North Carolina at Charlotte 2012 — 2015
Bachelor's Degree, Finance, Economics, 3.5
Northwestern Mutual January 2015 - Present
UNC Charlotte August 2013 - Present
UNC Charlotte August 2012 - Present
Skills
Research, PowerPoint, Statistics, Microsoft Office, Higher Education, Microsoft Word, Public Speaking, Microsoft Excel, Time Management, Social Media, Sales, Social Networking, Management
Education
University of North Carolina at Charlotte 2012 — 2015
Bachelor's Degree, Finance, Economics, 3.5
Shyam Dalmia's Northwestern Mutual Experience January 2008 - June 2009
Job Sr. Program/Project Manager (Contractor through Wipro Technologies) at AT&T
Industry Information Technology and Services
Experience
Wipro Technologies 2006 - Present
AT&T May 2014 - Present
Credit Suisse September 2013 - March 2014
AT&T August 2010 - August 2013
InterContinental Hotels Group January 2010 - May 2010
Mercury Insurance July 2009 - January 2010
Northwestern Mutual January 2008 - June 2009
Boeing April 2007 - January 2008
Red Bull May 2006 - April 2007
Amadeus August 2005 - May 2006
Skills
Program Management, Project Management, Project Portfolio..., SDLC, Requirements Analysis, Vendor Management, Cross-functional Team..., MS Project, IT Service Management, System Deployment, IT Strategy, Infrastructure, PMO, Integration, Disaster Recovery, Data Center, System Administration, Software Development, CRM, Information Technology, Enterprise Software, Enterprise Architecture, Architectures, Solution Architecture, Software Project...
Education
University of North Carolina at Charlotte 1987 — 1989
MS, Computer Science
University of North Carolina at Charlotte 1981 — 1987
BS, Electrical Engineering
Wipro Technologies 2006 - Present
AT&T May 2014 - Present
Credit Suisse September 2013 - March 2014
AT&T August 2010 - August 2013
InterContinental Hotels Group January 2010 - May 2010
Mercury Insurance July 2009 - January 2010
Northwestern Mutual January 2008 - June 2009
Boeing April 2007 - January 2008
Red Bull May 2006 - April 2007
Amadeus August 2005 - May 2006
Skills
Program Management, Project Management, Project Portfolio..., SDLC, Requirements Analysis, Vendor Management, Cross-functional Team..., MS Project, IT Service Management, System Deployment, IT Strategy, Infrastructure, PMO, Integration, Disaster Recovery, Data Center, System Administration, Software Development, CRM, Information Technology, Enterprise Software, Enterprise Architecture, Architectures, Solution Architecture, Software Project...
Education
University of North Carolina at Charlotte 1987 — 1989
MS, Computer Science
University of North Carolina at Charlotte 1981 — 1987
BS, Electrical Engineering
William Stallworth's Northwestern Mutual Experience January 2005 - May 2006
Job Founding Partner, Director of Events at The Painted Pin
Industry Entertainment
Experience
The Painted Pin September 2013 - Present
Beard-Shuford Financial Group June 2006 - January 2013
Northwestern Mutual January 2005 - May 2006
Skills
Retirement Planning, Series 63, Investments, Series 7, Life Insurance, Estate Planning, Disability Insurance, Health Insurance, Business Succesion..., Strategic Financial..., Long Term Care Insurance, Business Networking, Networking, Building Strong..., Asset Managment, Business Development, Customer Service, Series 65
Education
University of North Carolina at Chapel Hill 2000 — 2004
BS, Political Science and Government
Episcopal High School 1996 — 2000
The Painted Pin September 2013 - Present
Beard-Shuford Financial Group June 2006 - January 2013
Northwestern Mutual January 2005 - May 2006
Skills
Retirement Planning, Series 63, Investments, Series 7, Life Insurance, Estate Planning, Disability Insurance, Health Insurance, Business Succesion..., Strategic Financial..., Long Term Care Insurance, Business Networking, Networking, Building Strong..., Asset Managment, Business Development, Customer Service, Series 65
Education
University of North Carolina at Chapel Hill 2000 — 2004
BS, Political Science and Government
Episcopal High School 1996 — 2000
Barbara DeBerry's Northwestern Mutual Experience Financial AdvisorNorthwestern MutualAugust 1996 - Present
Job Long Term Care Specialist at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial AdvisorNorthwestern MutualAugust 1996 - Present
Northwestern Mutual Financial Network August 1996 - Present
First Union National Bank January 1992 - August 1996
Skills
Strategic Financial..., Asset Management, Life Insurance, Retirement Planning, Risk Management, Wealth Management, Small Business, Leadership, Fixed Annuities, Loans, Long-term Care, Finance, Disability Insurance, Estate Planning, Insurance, Investment Management, Customer Service, Public Speaking, Portfolio Management, Financial Analysis, Retirement, Management, Investments, Strategic Planning, Long Term Care Insurance
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS Business Administration
Northwestern Mutual Financial AdvisorNorthwestern MutualAugust 1996 - Present
Northwestern Mutual Financial Network August 1996 - Present
First Union National Bank January 1992 - August 1996
Skills
Strategic Financial..., Asset Management, Life Insurance, Retirement Planning, Risk Management, Wealth Management, Small Business, Leadership, Fixed Annuities, Loans, Long-term Care, Finance, Disability Insurance, Estate Planning, Insurance, Investment Management, Customer Service, Public Speaking, Portfolio Management, Financial Analysis, Retirement, Management, Investments, Strategic Planning, Long Term Care Insurance
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS Business Administration
Stacy Collins-Nance, CLTC's Northwestern Mutual Experience May 2014 - Present
Job Interim DNOS at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2014 - Present
Northwestern Mutual November 2010 - April 2014
Northwestern Mutual Financial Network April 2007 - December 2010
MassMutual Financial Group April 2005 - March 2007
State Farm August 2004 - April 2005
John Moore, CPA September 2002 - August 2004
State Farm March 2003 - July 2004
First Investors Corporation September 2001 - February 2003
Skills
Training, Finance, Interviews, New Business Development, Long-term Care, FINRA, Policy, Account Reconciliation, Estate Planning, Series 7, Series 6, Series 63, Series 9/10, Series 66, Life Insurance, Disability Insurance, Regulatory Requirements, Compliance, Insurance, Securities, Investments, Networking, Uniform Combined State..., AML, Financial Risk, Employee Training
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, German
North Carolina School of Science and Mathematics (NCSSM) 1995 — 1997
Northwestern Mutual May 2014 - Present
Northwestern Mutual November 2010 - April 2014
Northwestern Mutual Financial Network April 2007 - December 2010
MassMutual Financial Group April 2005 - March 2007
State Farm August 2004 - April 2005
John Moore, CPA September 2002 - August 2004
State Farm March 2003 - July 2004
First Investors Corporation September 2001 - February 2003
Skills
Training, Finance, Interviews, New Business Development, Long-term Care, FINRA, Policy, Account Reconciliation, Estate Planning, Series 7, Series 6, Series 63, Series 9/10, Series 66, Life Insurance, Disability Insurance, Regulatory Requirements, Compliance, Insurance, Securities, Investments, Networking, Uniform Combined State..., AML, Financial Risk, Employee Training
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, German
North Carolina School of Science and Mathematics (NCSSM) 1995 — 1997
Jay Morphis's Northwestern Mutual Experience December 2013 - Present
Job Financial Services Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2013 - Present
Western & Southern Financial Group December 2010 - November 2013
Central States Manufacturing, Inc. February 2010 - December 2010
Interstate Sign Co October 2002 - February 2010
Andrew Pearson Industries February 1997 - October 2002
Education
University of North Carolina at Charlotte 1991 — 1995
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
Bachelor of Science, Business Administration
Northwestern Mutual December 2013 - Present
Western & Southern Financial Group December 2010 - November 2013
Central States Manufacturing, Inc. February 2010 - December 2010
Interstate Sign Co October 2002 - February 2010
Andrew Pearson Industries February 1997 - October 2002
Education
University of North Carolina at Charlotte 1991 — 1995
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
Bachelor of Science, Business Administration
Bob Fussell CLU®, ChFC®, CFP®, CASL®'s Northwestern Mutual Experience 1980 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 1980 - Present
Skills
Retirement Planning, Disability Insurance, Strategic Financial..., Financial Planning, Investments, Finance, Wealth Management, Financial Services, Wealth Accumulation, Employee Benefits, Retirement, Securities, Long Term Care Insurance, Strategic Planning
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Business
Northwestern Mutual 1980 - Present
Skills
Retirement Planning, Disability Insurance, Strategic Financial..., Financial Planning, Investments, Finance, Wealth Management, Financial Services, Wealth Accumulation, Employee Benefits, Retirement, Securities, Long Term Care Insurance, Strategic Planning
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Business
Mary Joy O'Meara's Northwestern Mutual Experience June 1985 - Present
Job Director Specialty Markets at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual June 1985 - Present
Skills
Life Insurance
Education
UNC Chapel Hill 1982 — 1985
JD 1985
University of Wisconsin-Madison 1974 — 1978
BA
Northwestern Mutual June 1985 - Present
Skills
Life Insurance
Education
UNC Chapel Hill 1982 — 1985
JD 1985
University of Wisconsin-Madison 1974 — 1978
BA
Amanda Barley's Northwestern Mutual Experience March 2014 - Present
Job Recruiting Coordinator at Northwestern Mutual
Industry Marketing and Advertising
Experience
Northwestern Mutual March 2014 - Present
Greensboro National Golf Club June 2012 - March 2014
Byron Office Space Solutions May 2008 - March 2014
UNC Greensboro August 2007 - May 2008
Skills
Social Media, Customer Service, PowerPoint, Outlook, Promotions, Word, Advertising, Social Media Marketing, Excel, Research, Facebook, Social Networking, Photography, Microsoft Excel, Microsoft Office, B2B, New Business Development, Event Planning, Online Marketing, Marketing, Leadership, Marketing Communications, Microsoft Word, Communication
Education
University of North Carolina at Greensboro 2007 — 2011
Bachelor of Science in Marketing, Marketing, Business Administration
Eastern Guilford High School 2003 — 2007
Northwestern Mutual March 2014 - Present
Greensboro National Golf Club June 2012 - March 2014
Byron Office Space Solutions May 2008 - March 2014
UNC Greensboro August 2007 - May 2008
Skills
Social Media, Customer Service, PowerPoint, Outlook, Promotions, Word, Advertising, Social Media Marketing, Excel, Research, Facebook, Social Networking, Photography, Microsoft Excel, Microsoft Office, B2B, New Business Development, Event Planning, Online Marketing, Marketing, Leadership, Marketing Communications, Microsoft Word, Communication
Education
University of North Carolina at Greensboro 2007 — 2011
Bachelor of Science in Marketing, Marketing, Business Administration
Eastern Guilford High School 2003 — 2007
Trip Cogburn's Northwestern Mutual Experience August 2011 - June 2013
Job Assistant Athletic Director, Admissions Counselor, Head Boys Basketball Coach
Industry Sports
Experience
Carolina Day School June 2013 - Present
Northwestern Mutual August 2011 - June 2013
Mars Hill College June 2008 - July 2011
UNC Asheville May 2002 - June 2008
Skills
Public Speaking, Fundraising, Event Planning, Nonprofits, Leadership, Community Outreach
Education
UNC Chapel Hill 1998 — 2002
BA, English
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Arts (BA), English
Carolina Day School 1994 — 1998
Carolina Day School June 2013 - Present
Northwestern Mutual August 2011 - June 2013
Mars Hill College June 2008 - July 2011
UNC Asheville May 2002 - June 2008
Skills
Public Speaking, Fundraising, Event Planning, Nonprofits, Leadership, Community Outreach
Education
UNC Chapel Hill 1998 — 2002
BA, English
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Arts (BA), English
Carolina Day School 1994 — 1998
Richard D. Paules's Northwestern Mutual Experience May 2010 - August 2010
Job Management Consultant at Taza Home Goods
Industry Management Consulting
Experience
Taza Home Goods March 2013 - Present
N3CN February 2012 - February 2013
Winston Joseph LLC September 2010 - February 2012
Northwestern Mutual May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Microsoft Office, Customer Relations, Problem Solving, Vendor Management
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science, Business Administration
Taza Home Goods March 2013 - Present
N3CN February 2012 - February 2013
Winston Joseph LLC September 2010 - February 2012
Northwestern Mutual May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Microsoft Office, Customer Relations, Problem Solving, Vendor Management
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science, Business Administration
Lexi Jankun's Northwestern Mutual Experience May 2012 - August 2012
Job AnalystPerformance Partner at Premier healthcare alliance
Industry Hospital & Health Care
Experience
Premier healthcare alliance July 2013 - Present
Northwestern Mutual May 2012 - August 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BSBA
Premier healthcare alliance July 2013 - Present
Northwestern Mutual May 2012 - August 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BSBA
Daniel Fischman's Northwestern Mutual Experience April 2012 - Present
Job Financial Representative at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual April 2012 - Present
Wolfman Pizza January 2008 - March 2012
Education
University of North Carolina at Charlotte 2011 — 2012
Bachelor of Science (BS), Political Science and Government
University of South Carolina-Columbia 2009 — 2011
Political Science and Government
Northwestern Mutual April 2012 - Present
Wolfman Pizza January 2008 - March 2012
Education
University of North Carolina at Charlotte 2011 — 2012
Bachelor of Science (BS), Political Science and Government
University of South Carolina-Columbia 2009 — 2011
Political Science and Government
Davon Bullock's Northwestern Mutual Experience May 2015 - Present
Job Financial Advisor Intern
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Convergys June 2014 - August 2014
Zolio June 2014 - August 2014
Nike August 2012 - December 2013
Skills
Footwear, Merchandising, Retail, Apparel, Sports Marketing, Visual Merchandising, Retail Sales, Retail Marketing, Fashion, Sales, Sports, Store Management, Inventory Management, Trend Analysis, Customer Service, Social Media Marketing, Marketing, Sponsorship, Social Media, Marketing Strategy
Education
University of North Carolina at Charlotte 2011 — 2015
Bachelor of Science in Finance, Finance, General, Senior
North Mecklenburg High School 2006 — 2011
High School Diploma
Northwestern Mutual May 2015 - Present
Convergys June 2014 - August 2014
Zolio June 2014 - August 2014
Nike August 2012 - December 2013
Skills
Footwear, Merchandising, Retail, Apparel, Sports Marketing, Visual Merchandising, Retail Sales, Retail Marketing, Fashion, Sales, Sports, Store Management, Inventory Management, Trend Analysis, Customer Service, Social Media Marketing, Marketing, Sponsorship, Social Media, Marketing Strategy
Education
University of North Carolina at Charlotte 2011 — 2015
Bachelor of Science in Finance, Finance, General, Senior
North Mecklenburg High School 2006 — 2011
High School Diploma
Will Heyward's Northwestern Mutual Experience May 2013 - July 2013
Job Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. May 2014 - July 2014
Northwestern Mutual May 2013 - July 2013
Guardian Ad Litem of Alamance County August 2012 - August 2012
University of North Carolina at Chapel Hill January 2012 - April 2012
Skills
Economics, Data Analysis, Time Management, Strategy, Analysis, Finance, Marketing, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Market Research, Bloomberg Terminal, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of North Carolina at Chapel Hill 2011 — 2015
(BS) Business Administration, Corporate Finance, 3.97 / 4.00
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. May 2014 - July 2014
Northwestern Mutual May 2013 - July 2013
Guardian Ad Litem of Alamance County August 2012 - August 2012
University of North Carolina at Chapel Hill January 2012 - April 2012
Skills
Economics, Data Analysis, Time Management, Strategy, Analysis, Finance, Marketing, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Market Research, Bloomberg Terminal, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of North Carolina at Chapel Hill 2011 — 2015
(BS) Business Administration, Corporate Finance, 3.97 / 4.00
Wells Fargo
Fidelity Investments
U.S. Bank
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank