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
Kendall Gilmore Kendall Gilmore's Northwestern Mutual Experience January 2013 - May 2013
Job Account Manager at Booking.com
Industry Internet
Experience
Booking.com August 2015 - Present
Booking.com October 2014 - August 2015
buuteeq™ Inc. October 2014 - December 2014
XO Group Inc. April 2014 - October 2014
XO Group Inc. February 2014 - April 2014
PRIDE Academy August 2013 - January 2014
Children Of The Nations June 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
Kappa Kappa Gamma December 2011 - January 2013
Skills
Management, Budgets, Recruiting, Public Speaking, Public Relations, Marketing, Social Media, Social Networking, Event Planning, Facebook, Community Outreach, PowerPoint, Fundraising, Social Media Marketing, Program Management, Nonprofits, Microsoft Office
Education
University of San Diego 2010 — 2013
Bachelor of Arts (B.A.), Liberal Studies: Multi-Subject Teaching Credential
St. Clare's University
Liberal Studies and Literature
Booking.com August 2015 - Present
Booking.com October 2014 - August 2015
buuteeq™ Inc. October 2014 - December 2014
XO Group Inc. April 2014 - October 2014
XO Group Inc. February 2014 - April 2014
PRIDE Academy August 2013 - January 2014
Children Of The Nations June 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
Kappa Kappa Gamma December 2011 - January 2013
Skills
Management, Budgets, Recruiting, Public Speaking, Public Relations, Marketing, Social Media, Social Networking, Event Planning, Facebook, Community Outreach, PowerPoint, Fundraising, Social Media Marketing, Program Management, Nonprofits, Microsoft Office
Education
University of San Diego 2010 — 2013
Bachelor of Arts (B.A.), Liberal Studies: Multi-Subject Teaching Credential
St. Clare's University
Liberal Studies and Literature
Marc de Vaugelas's Northwestern Mutual Experience May 2012 - August 2012
Job Acquisition Desk, Florida at Black Orchid Equity, LLC
Industry
Experience
The Blake Whitney Thompson Company, LLC September 2014 - Present
Upper Deck March 2014 - August 2014
San Diego Force Baseball November 2013 - February 2014
Etching Expressions February 2013 - April 2013
Northwestern Mutual May 2012 - August 2012
Internet Marketing Inc June 2011 - August 2011
ZBiz Inc June 2011 - August 2011
Fort Worth Country Day School June 2010 - August 2010
Renaissance Hardwood Flooring June 2009 - August 2009
Virbac Animal Health June 2008 - August 2008
Education
University of San Diego 2008 — 2012
Bachelor, International Business, Communications
Fort Worth Country Day School 2005 — 2008
High School degree, High School
Lycée Beau-Site 2004 — 2005
High School, High School
The Blake Whitney Thompson Company, LLC September 2014 - Present
Upper Deck March 2014 - August 2014
San Diego Force Baseball November 2013 - February 2014
Etching Expressions February 2013 - April 2013
Northwestern Mutual May 2012 - August 2012
Internet Marketing Inc June 2011 - August 2011
ZBiz Inc June 2011 - August 2011
Fort Worth Country Day School June 2010 - August 2010
Renaissance Hardwood Flooring June 2009 - August 2009
Virbac Animal Health June 2008 - August 2008
Education
University of San Diego 2008 — 2012
Bachelor, International Business, Communications
Fort Worth Country Day School 2005 — 2008
High School degree, High School
Lycée Beau-Site 2004 — 2005
High School, High School
Maryse Hathaway's Northwestern Mutual Experience January 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Investment Management
Experience
Northwestern Mutual January 2014 - Present
New York Life Insurance Company August 2013 - January 2014
Hathaway Family Funeral Homes October 2010 - 2013
Wyeth Pharmaceuticals April 1998 - July 2008
Wyeth Pharmaceuticals April 1998 - July 2008
Ortho-McNeil Pharmaceutical a Johnson & Johnson Co April 1992 - May 1998
Abbott Laboratories October 1990 - April 1992
Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Sales Effectiveness, Healthcare, Sales Force Development, Pharmaceutical Sales, Sales Operations, Key Opinion Leaders, Hospital Sales, Insurance
Education
University of Rhode Island 1980 — 1985
Bachelor of Science 1985, Dental Hygiene
Northwestern Mutual January 2014 - Present
New York Life Insurance Company August 2013 - January 2014
Hathaway Family Funeral Homes October 2010 - 2013
Wyeth Pharmaceuticals April 1998 - July 2008
Wyeth Pharmaceuticals April 1998 - July 2008
Ortho-McNeil Pharmaceutical a Johnson & Johnson Co April 1992 - May 1998
Abbott Laboratories October 1990 - April 1992
Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Sales Effectiveness, Healthcare, Sales Force Development, Pharmaceutical Sales, Sales Operations, Key Opinion Leaders, Hospital Sales, Insurance
Education
University of Rhode Island 1980 — 1985
Bachelor of Science 1985, Dental Hygiene
John O. Todd III John O. Todd III's Northwestern Mutual Experience August 1995 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual August 1995 - Present
Education
University of San Diego 1979 — 1983
BBA, Business Administration
Northwestern Mutual August 1995 - Present
Education
University of San Diego 1979 — 1983
BBA, Business Administration
Christopher Bieler's Northwestern Mutual Experience January 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2014 - Present
Lease Advisors November 2012 - October 2013
UST Global November 2009 - November 2012
UPS and Wireless Capital September 2007 - November 2009
DHL December 2000 - October 2007
Skills
New Business Development, Sales Operations, Strategic Planning, Sales Management, Change Management, Start-ups, Sales Force..., Strategic Leadership, SaaS, Leadership, Salesforce.com, Management, Sales, Business Development, Sales Process, CRM, Marketing Strategy, Strategic Partnerships
Education
University of Southern California - Marshall School of Business 2003 — 2006
Master of Business Administration (MBA), Finance and Change Management
University of San Diego 1998 — 2000
Bachelor of Business Administration (B.B.A.)
Northwestern Mutual January 2014 - Present
Lease Advisors November 2012 - October 2013
UST Global November 2009 - November 2012
UPS and Wireless Capital September 2007 - November 2009
DHL December 2000 - October 2007
Skills
New Business Development, Sales Operations, Strategic Planning, Sales Management, Change Management, Start-ups, Sales Force..., Strategic Leadership, SaaS, Leadership, Salesforce.com, Management, Sales, Business Development, Sales Process, CRM, Marketing Strategy, Strategic Partnerships
Education
University of Southern California - Marshall School of Business 2003 — 2006
Master of Business Administration (MBA), Finance and Change Management
University of San Diego 1998 — 2000
Bachelor of Business Administration (B.B.A.)
Jason Mendieta Jason Mendieta's Northwestern Mutual Experience February 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2014 - Present
United Parcel Service April 2008 - January 2014
United States Army March 2002 - August 2010
Skills
Logistics, Logistics Management, Transportation, Military, Operations Management, Supervisory Skills, Transportation..., Teamwork, Military Logistics, Leadership, Team Building, 3PL, Military Experience, Air Freight, Military Operations, Army, Supply Chain, Sales, Analysis, Customer Service, Team Leadership, Program Management
Education
University of San Francisco 2013 — 2015
B.S. Management, Business Administration, Management and Operations
University of Redlands 2009 — 2012
International Relations
Northwestern Mutual February 2014 - Present
United Parcel Service April 2008 - January 2014
United States Army March 2002 - August 2010
Skills
Logistics, Logistics Management, Transportation, Military, Operations Management, Supervisory Skills, Transportation..., Teamwork, Military Logistics, Leadership, Team Building, 3PL, Military Experience, Air Freight, Military Operations, Army, Supply Chain, Sales, Analysis, Customer Service, Team Leadership, Program Management
Education
University of San Francisco 2013 — 2015
B.S. Management, Business Administration, Management and Operations
University of Redlands 2009 — 2012
International Relations
Madison Day's Northwestern Mutual Experience March 2014 - Present
Job Analyst at Northwestern Mutual
Industry Restaurants
Experience
Northwestern Mutual March 2014 - Present
Lisa's Pizzeria May 2014 - September 2014
Moslow Wood Products May 2013 - September 2013
The Midlothian Apothecary May 2009 - May 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Inventory Management, Microsoft Word, Operations Management, Time Management, Logistics, Purchasing, Teamwork
Education
University of Richmond - Robins School of Business 2013 — 2017
Business Administration, Concentration in Finance and Accounting, Minor in History
Midlothian High School 2009 — 2013
Northwestern Mutual March 2014 - Present
Lisa's Pizzeria May 2014 - September 2014
Moslow Wood Products May 2013 - September 2013
The Midlothian Apothecary May 2009 - May 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Inventory Management, Microsoft Word, Operations Management, Time Management, Logistics, Purchasing, Teamwork
Education
University of Richmond - Robins School of Business 2013 — 2017
Business Administration, Concentration in Finance and Accounting, Minor in History
Midlothian High School 2009 — 2013
MICHAEL R. RUSSELL MICHAEL R. RUSSELL's Northwestern Mutual Experience 2006 - 2014
Job Consumer Goods Professional
Industry Consumer Goods
Experience
Northwestern Mutual 2006 - 2014
Bank of America June 2000 - January 2001
People's United Bank January 1998 - May 2000
Bear Stearns February 1996 - May 1997
Education
University of Richmond
Bachelor of Science, BUSINESS ADMINISTRATION
Northwestern Mutual 2006 - 2014
Bank of America June 2000 - January 2001
People's United Bank January 1998 - May 2000
Bear Stearns February 1996 - May 1997
Education
University of Richmond
Bachelor of Science, BUSINESS ADMINISTRATION
Ben Hagen Ben Hagen's Northwestern Mutual Experience June 2013 - November 2013
Job Bachelor of Science in Economics
Industry
Experience
University of Puget Sound August 2010 - May 2014
Northwestern Mutual June 2013 - November 2013
Puget Sound Youth Wind Ensemble January 2012 - March 2012
Presslaff Interactive Revenue June 2011 - August 2011
Skills
Music, Social Networking, Public Speaking, Microsoft Office, Research, Social Media
Education
University of Puget Sound 2010 — 2014
Bachelor's Degree, Economics, Finance, Business, Math, Music, Senior
Torrance High School 2006 — 2010
University of Puget Sound August 2010 - May 2014
Northwestern Mutual June 2013 - November 2013
Puget Sound Youth Wind Ensemble January 2012 - March 2012
Presslaff Interactive Revenue June 2011 - August 2011
Skills
Music, Social Networking, Public Speaking, Microsoft Office, Research, Social Media
Education
University of Puget Sound 2010 — 2014
Bachelor's Degree, Economics, Finance, Business, Math, Music, Senior
Torrance High School 2006 — 2010
Kathryn McManus's Northwestern Mutual Experience May 2013 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2013 - Present
Skills
Financial Services, Finance
Education
University of Richmond 2009 — 2013
Bachelor of Arts (B.A.), History
Northwestern Mutual May 2013 - Present
Skills
Financial Services, Finance
Education
University of Richmond 2009 — 2013
Bachelor of Arts (B.A.), History
Nicole Huynh Nicole Huynh's Northwestern Mutual Experience November 2013 - March 2014
Job Graduate from the University of San Francisco
Industry Public Relations and Communications
Experience
DKNY July 2013 - August 2015
Northwestern Mutual November 2013 - March 2014
RESAAS November 2013 - November 2013
bebe stores June 2012 - August 2012
Galileo Learning June 2007 - August 2008
Skills
Leadership, PowerPoint, Musical Theatre, Microsoft Word, Photoshop, Dance Production, Microsoft Excel, Customer Service, Retail Operations, Fencing (Basic), Entertainment, Music, Adobe Acrobat X Pro, Audacity, iMovie, Transcribing, Film, Microsoft PowerPoint, Quantitative Research, Microsoft Outlook, IBM SPSS Statistics, Qualitative Research, Google Docs, Garageband, Sales Generation, Vectorworks, SketchUp, Retail, Microsoft Office, Public Speaking, Social Media, Social Networking, Event Planning, Research, Social Media Marketing
Education
University of San Francisco 2011 — 2015
Bachelor’s Degree, Communication Studies, 3.07
Dougherty Valley High School 2007 — 2011
High School, Regular/General High School
DKNY July 2013 - August 2015
Northwestern Mutual November 2013 - March 2014
RESAAS November 2013 - November 2013
bebe stores June 2012 - August 2012
Galileo Learning June 2007 - August 2008
Skills
Leadership, PowerPoint, Musical Theatre, Microsoft Word, Photoshop, Dance Production, Microsoft Excel, Customer Service, Retail Operations, Fencing (Basic), Entertainment, Music, Adobe Acrobat X Pro, Audacity, iMovie, Transcribing, Film, Microsoft PowerPoint, Quantitative Research, Microsoft Outlook, IBM SPSS Statistics, Qualitative Research, Google Docs, Garageband, Sales Generation, Vectorworks, SketchUp, Retail, Microsoft Office, Public Speaking, Social Media, Social Networking, Event Planning, Research, Social Media Marketing
Education
University of San Francisco 2011 — 2015
Bachelor’s Degree, Communication Studies, 3.07
Dougherty Valley High School 2007 — 2011
High School, Regular/General High School
Robert Lakosil Robert Lakosil's Northwestern Mutual Experience January 2014 - Present
Job CFS Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2014 - Present
Northwestern Mutual March 2011 - December 2013
Northwestern Mutual October 2010 - March 2011
Northwestern Mutual December 2009 - September 2010
Northwestern Mutual May 2008 - December 2009
UBS June 2006 - March 2008
San Diego Bike & Kayak July 2006 - November 2007
Vector Marketing June 2004 - September 2005
Skills
Investments, Insurance, Mutual Funds, Securities, Analysis, Credit, Employee Benefits, Finance, Retirement Planning, Strategic Financial..., Risk Management, Life Insurance, Equities, Marketing, Financial Analysis
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts, Economics
University of San Diego
University of San Diego
Northwestern Mutual January 2014 - Present
Northwestern Mutual March 2011 - December 2013
Northwestern Mutual October 2010 - March 2011
Northwestern Mutual December 2009 - September 2010
Northwestern Mutual May 2008 - December 2009
UBS June 2006 - March 2008
San Diego Bike & Kayak July 2006 - November 2007
Vector Marketing June 2004 - September 2005
Skills
Investments, Insurance, Mutual Funds, Securities, Analysis, Credit, Employee Benefits, Finance, Retirement Planning, Strategic Financial..., Risk Management, Life Insurance, Equities, Marketing, Financial Analysis
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts, Economics
University of San Diego
University of San Diego
Anthony O'Keefe Anthony O'Keefe's Northwestern Mutual Experience February 2014 - September 2015
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2014 - September 2015
VAVi Sport & Social Club October 2013 - January 2014
ESPN Radio May 2013 - August 2013
Ocean Bay Park Market July 2007 - August 2011
Skills
Facebook, Marketing, Social Media, Market Research, Sponsorship, Online Marketing, Customer Service, YouTube, Social Media Marketing, Sports Marketing, Selling, Digital Marketing, Marketing Communications, Microsoft Office, Sales
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Islip High School
Northwestern Mutual February 2014 - September 2015
VAVi Sport & Social Club October 2013 - January 2014
ESPN Radio May 2013 - August 2013
Ocean Bay Park Market July 2007 - August 2011
Skills
Facebook, Marketing, Social Media, Market Research, Sponsorship, Online Marketing, Customer Service, YouTube, Social Media Marketing, Sports Marketing, Selling, Digital Marketing, Marketing Communications, Microsoft Office, Sales
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Islip High School
Melanie Chenault Melanie Chenault's Northwestern Mutual Experience December 2008 - February 2014
Job Client Service Manager at HSC Wealth Advisors
Industry Financial Services
Experience
HSC Wealth Advisors June 2014 - Present
Northwestern Mutual December 2008 - February 2014
Morgan Stanley Smith Barney May 2005 - December 2008
Bank of America November 2003 - May 2005
SunTrust Investment Services May 1994 - November 2003
SunTrust Bank June 1985 - May 1994
Skills
Wealth Management, Relationship Management, Retirement Planning, Portfolio Management, Financial Services, Strategic Financial..., Series 63, Series 66, Compliance, Investment Operations, Finance, Financial Analysis, Mutual Funds, Life & Health Licenses, Insurance, Series 7
Education
University of Richmond 1990 — 1994
Bachelor's Degree, Humanities and Social Sciences
Central Virginia Community College
Associate's Degree, Banking & Finance
HSC Wealth Advisors June 2014 - Present
Northwestern Mutual December 2008 - February 2014
Morgan Stanley Smith Barney May 2005 - December 2008
Bank of America November 2003 - May 2005
SunTrust Investment Services May 1994 - November 2003
SunTrust Bank June 1985 - May 1994
Skills
Wealth Management, Relationship Management, Retirement Planning, Portfolio Management, Financial Services, Strategic Financial..., Series 63, Series 66, Compliance, Investment Operations, Finance, Financial Analysis, Mutual Funds, Life & Health Licenses, Insurance, Series 7
Education
University of Richmond 1990 — 1994
Bachelor's Degree, Humanities and Social Sciences
Central Virginia Community College
Associate's Degree, Banking & Finance
David Breckenridge Tyler, CFP®'s Northwestern Mutual Experience 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual 2009 - Present
HFS 2006 - 2007
Brighton Securities 2005 - 2006
Skills
Wealth Management, Retirement Planning, Life Insurance, Asset Allocation, Estate Planning, Risk Management, College Education..., Deferred Compensation, Employee Benefits, Buy-sell Agreements
Education
University of Rochester
BA, Economics
University of Rochester - Simon Business School
Finance
Northwestern Mutual 2009 - Present
HFS 2006 - 2007
Brighton Securities 2005 - 2006
Skills
Wealth Management, Retirement Planning, Life Insurance, Asset Allocation, Estate Planning, Risk Management, College Education..., Deferred Compensation, Employee Benefits, Buy-sell Agreements
Education
University of Rochester
BA, Economics
University of Rochester - Simon Business School
Finance
Bryan Scott's Northwestern Mutual Experience August 2010 - December 2010
Job Senior Acquisition Specialist at BrokerageFirm.com
Industry Online Media
Experience
BrokerageFirm.com April 2013 - June 2015
Total Quality Logistics June 2012 - March 2013
University of San Diego September 2011 - May 2012
Delta Tau Delta Fraternity January 2010 - May 2011
Northwestern Mutual August 2010 - December 2010
Skills
Leadership, Management, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Facebook, Marketing, Microsoft Word, Event Planning, Customer Service, Social Networking, Social Media Marketing, Public Speaking, Market Research, Project Management, Recruiting, Sales, Salesforce.com, Spanish, Event Management, Advertising, Marketing Communications, Outlook
Education
University of San Diego 2008 — 2012
Bachelors of Business Administration, Marketing
BrokerageFirm.com April 2013 - June 2015
Total Quality Logistics June 2012 - March 2013
University of San Diego September 2011 - May 2012
Delta Tau Delta Fraternity January 2010 - May 2011
Northwestern Mutual August 2010 - December 2010
Skills
Leadership, Management, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Facebook, Marketing, Microsoft Word, Event Planning, Customer Service, Social Networking, Social Media Marketing, Public Speaking, Market Research, Project Management, Recruiting, Sales, Salesforce.com, Spanish, Event Management, Advertising, Marketing Communications, Outlook
Education
University of San Diego 2008 — 2012
Bachelors of Business Administration, Marketing
Daniel Kirsch Daniel Kirsch's Northwestern Mutual Experience May 2014 - June 2014
Job Student at the University of Puget Sound
Industry Higher Education
Experience
University of Puget Sound August 2012 - Present
Top Spin LLC June 2014 - August 2014
Northwestern Mutual May 2014 - June 2014
Skills
Financial Services, Financial Analysis, Strategic Financial..., Microsoft Office, LoggerPro, Outlook, Soccer
Education
University of Puget Sound 2012 — 2016
Bachelor of Arts (B.A.), Business Leadership Program, Economics double major, 3.58 GPA through fall semester junior year
University of Puget Sound August 2012 - Present
Top Spin LLC June 2014 - August 2014
Northwestern Mutual May 2014 - June 2014
Skills
Financial Services, Financial Analysis, Strategic Financial..., Microsoft Office, LoggerPro, Outlook, Soccer
Education
University of Puget Sound 2012 — 2016
Bachelor of Arts (B.A.), Business Leadership Program, Economics double major, 3.58 GPA through fall semester junior year
Jeff Quigley Jeff Quigley's Northwestern Mutual Experience June 2011 - September 2011
Job Research Analyst at MQ Capital Advisors
Industry Investment Management
Experience
MQ Capital Advisors February 2015 - Present
Zuvich Corporate Advisors, Inc. (ZCA) June 2014 - February 2015
Laguna Hills High School Football May 2014 - November 2014
Nutrition Zone October 2012 - May 2014
Ameriprise Financial Services, Inc. November 2011 - May 2012
Northwestern Mutual June 2011 - September 2011
Montage Hotels & Resorts June 2010 - August 2010
Skills
Finance, Sales, Financial Analysis, Leadership, Customer Service, Accounting, Strategic Planning, Marketing, Management, Time Management, Public Speaking, Social Media, Microsoft Excel, Real Estate, Investments, PowerPoint
Education
University of San Diego 2009 — 2014
Bachelor's Degree, Finance
MQ Capital Advisors February 2015 - Present
Zuvich Corporate Advisors, Inc. (ZCA) June 2014 - February 2015
Laguna Hills High School Football May 2014 - November 2014
Nutrition Zone October 2012 - May 2014
Ameriprise Financial Services, Inc. November 2011 - May 2012
Northwestern Mutual June 2011 - September 2011
Montage Hotels & Resorts June 2010 - August 2010
Skills
Finance, Sales, Financial Analysis, Leadership, Customer Service, Accounting, Strategic Planning, Marketing, Management, Time Management, Public Speaking, Social Media, Microsoft Excel, Real Estate, Investments, PowerPoint
Education
University of San Diego 2009 — 2014
Bachelor's Degree, Finance
Jason Chand Jason Chand's Northwestern Mutual Experience September 2012 - August 2013
Job Analyst
Industry Financial Services
Experience
Somewhere Amazing March 2015 - Present
Rockwell Credit & Loan Inc. May 2014 - December 2014
JPMorgan Chase & Co. September 2013 - May 2014
Northwestern Mutual September 2012 - August 2013
AIESEC August 2010 - August 2012
Skills
Microsoft Office, PowerPoint, Bloomberg, English, Hindi, Tagalog, Microsoft Word, Microsoft Excel, Finance, Written & Oral..., Mac & PC platforms, SQL, Social Networking, Training, CRM, Marketing, Team Building, Business Analysis, Event Planning, Public Speaking, Customer Service, Social Media, Teamwork
Education
University of San Francisco 2009 — 2013
Bachelor of Science (B.Sc.), Business Administration and Finance (Double Major)
G.D.Goenka World School 2007 — 2009
International Baccalaureate (IB), Business Administration and Management
Somewhere Amazing March 2015 - Present
Rockwell Credit & Loan Inc. May 2014 - December 2014
JPMorgan Chase & Co. September 2013 - May 2014
Northwestern Mutual September 2012 - August 2013
AIESEC August 2010 - August 2012
Skills
Microsoft Office, PowerPoint, Bloomberg, English, Hindi, Tagalog, Microsoft Word, Microsoft Excel, Finance, Written & Oral..., Mac & PC platforms, SQL, Social Networking, Training, CRM, Marketing, Team Building, Business Analysis, Event Planning, Public Speaking, Customer Service, Social Media, Teamwork
Education
University of San Francisco 2009 — 2013
Bachelor of Science (B.Sc.), Business Administration and Finance (Double Major)
G.D.Goenka World School 2007 — 2009
International Baccalaureate (IB), Business Administration and Management
Ernesto Jimenez Ernesto Jimenez's Northwestern Mutual Experience May 2012 - May 2013
Job Accounting Associate at Hutchinson and Bloodgood LLP
Industry Accounting
Experience
Hutchinson and Bloodgood LLP August 2014 - Present
Hosaka, Rotherham & Company June 2013 - July 2014
Northwestern Mutual May 2012 - May 2013
CIRE Partners April 2012 - June 2012
Skills
Strategic Financial..., Investments, Education Funding, Financial Analysis, Retirement Planning, Mutual Funds, Analysis, Insurance, Microsoft Excel, Financial Statement..., Financial Audits, Auditing, Tax Accounting, Financial Accounting, Corporate Finance, Valuation, Finance, Private Equity, Accounting, Financial Modeling, Financial Reporting, Due Diligence, Equities, Financial Planning
Education
University of San Diego 2010 — 2013
Bachelor's of Accountancy, Accounting and Finance
University of San Diego 2010 — 2013
Bachelor of Accountancy, Accounting and Finance
Hutchinson and Bloodgood LLP August 2014 - Present
Hosaka, Rotherham & Company June 2013 - July 2014
Northwestern Mutual May 2012 - May 2013
CIRE Partners April 2012 - June 2012
Skills
Strategic Financial..., Investments, Education Funding, Financial Analysis, Retirement Planning, Mutual Funds, Analysis, Insurance, Microsoft Excel, Financial Statement..., Financial Audits, Auditing, Tax Accounting, Financial Accounting, Corporate Finance, Valuation, Finance, Private Equity, Accounting, Financial Modeling, Financial Reporting, Due Diligence, Equities, Financial Planning
Education
University of San Diego 2010 — 2013
Bachelor's of Accountancy, Accounting and Finance
University of San Diego 2010 — 2013
Bachelor of Accountancy, Accounting and Finance
Darragh Rafferty Darragh Rafferty's Northwestern Mutual Experience October 2008 - February 2009
Job Business Muncher & Data Cruncher at Green Peak Labs WE LOVE ENABLING LOCAL BUSINESSES!!
Industry Marketing and Advertising
Experience
Green Peak Labs August 2013 - Present
Underground Elephant May 2011 - September 2012
51 Blocks: Premier Internet Marketing April 2011 - May 2011
eDailyQuest September 2010 - April 2011
The Pollakov Financial Group, Inc. February 2009 - September 2010
Northwestern Mutual October 2008 - February 2009
Morgan Stanley Smith Barney February 2007 - August 2008
Skills
Sales, Online Advertising, Marketing Strategy, Lead Generation, Marketing, Social Media Marketing, Online Marketing, Leadership, Digital Marketing, New Business Development, Account Management, Advertising, Investments, Market Research, Email Marketing, SEO, SEM, Microsoft Excel, Online Lead Generation, PPV, PPC, Optimization, Finance, Strategic Leadership, Corporate Finance, Facebook, Management, Business Development, Competitive Analysis, Strategic Partnerships, Google Adwords, Google Analytics, CRM, Analytics
Education
University of San Diego 2007 — 2009
MBA, Marketing / Finance
University of San Diego School of Business Administration 2001 — 2005
Bachelor of Arts (B.A.), Finance
University of San Diego School of Business Administration 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
La Jolla High 1997 — 2001
Green Peak Labs August 2013 - Present
Underground Elephant May 2011 - September 2012
51 Blocks: Premier Internet Marketing April 2011 - May 2011
eDailyQuest September 2010 - April 2011
The Pollakov Financial Group, Inc. February 2009 - September 2010
Northwestern Mutual October 2008 - February 2009
Morgan Stanley Smith Barney February 2007 - August 2008
Skills
Sales, Online Advertising, Marketing Strategy, Lead Generation, Marketing, Social Media Marketing, Online Marketing, Leadership, Digital Marketing, New Business Development, Account Management, Advertising, Investments, Market Research, Email Marketing, SEO, SEM, Microsoft Excel, Online Lead Generation, PPV, PPC, Optimization, Finance, Strategic Leadership, Corporate Finance, Facebook, Management, Business Development, Competitive Analysis, Strategic Partnerships, Google Adwords, Google Analytics, CRM, Analytics
Education
University of San Diego 2007 — 2009
MBA, Marketing / Finance
University of San Diego School of Business Administration 2001 — 2005
Bachelor of Arts (B.A.), Finance
University of San Diego School of Business Administration 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
La Jolla High 1997 — 2001
Shane Farmer's Northwestern Mutual Experience July 2009 - January 2010
Job Fitness & Sports Nutrition Advisor at USANA Health Sciences
Industry Sports
Experience
USANA Health Sciences December 2014 - Present
ROW Studios April 2012 - Present
Concept2 Inc October 2011 - Present
Crossfit Invictus April 2010 - October 2013
People In Motion February 2011 - June 2012
GNU Fitness February 2011 - February 2012
Crossfit Story April 2010 - October 2011
LocalFuze August 2007 - April 2010
Northwestern Mutual July 2009 - January 2010
USD Men's Crew September 2005 - June 2009
Skills
Collaboration, Coaching, Public Speaking, Sales, Project Management, Rowing, Feature Writing, Sports Coaching, Athlete Development, Personal Training, Feature Articles, Social Media, Marketing, Entrepreneurship, Athletics, Fitness, Customer Service, CrossFit, Leadership, Training, Nonprofits, Management, Social Networking, Athletic Training, Time Management, Sports Nutrition, Sports, Public Relations, Event Planning, Community Outreach, Sports Marketing, Strength Training, Weight Training, Exercise Physiology, Facebook, Fitness Training
Education
University of San Diego 2005 — 2009
BA, Business Administration; Marketing Emphasis
Western State College 2003 — 2005
Bachelor, Kinesiology
USANA Health Sciences December 2014 - Present
ROW Studios April 2012 - Present
Concept2 Inc October 2011 - Present
Crossfit Invictus April 2010 - October 2013
People In Motion February 2011 - June 2012
GNU Fitness February 2011 - February 2012
Crossfit Story April 2010 - October 2011
LocalFuze August 2007 - April 2010
Northwestern Mutual July 2009 - January 2010
USD Men's Crew September 2005 - June 2009
Skills
Collaboration, Coaching, Public Speaking, Sales, Project Management, Rowing, Feature Writing, Sports Coaching, Athlete Development, Personal Training, Feature Articles, Social Media, Marketing, Entrepreneurship, Athletics, Fitness, Customer Service, CrossFit, Leadership, Training, Nonprofits, Management, Social Networking, Athletic Training, Time Management, Sports Nutrition, Sports, Public Relations, Event Planning, Community Outreach, Sports Marketing, Strength Training, Weight Training, Exercise Physiology, Facebook, Fitness Training
Education
University of San Diego 2005 — 2009
BA, Business Administration; Marketing Emphasis
Western State College 2003 — 2005
Bachelor, Kinesiology
Kendrick Hanchett's Northwestern Mutual Experience May 2012 - January 2013
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet July 2014 - Present
DGG Consulting September 2013 - December 2013
KJT Group May 2013 - August 2013
University of Rochester January 2013 - May 2013
Northwestern Mutual May 2012 - January 2013
Skills
Political Science, Data Analysis, Research, Holistic Financial..., Market Research, Event Planning, Economics, Leadership, Stata, Microsoft Excel, Strategic Communications
Education
University of Rochester 2010 — 2014
Dual Bachelor of Arts (BA) Degrees, Economics and Political Science
Fairport High School 2006 — 2010
Advanced Regents Diploma with Honors
FactSet July 2014 - Present
DGG Consulting September 2013 - December 2013
KJT Group May 2013 - August 2013
University of Rochester January 2013 - May 2013
Northwestern Mutual May 2012 - January 2013
Skills
Political Science, Data Analysis, Research, Holistic Financial..., Market Research, Event Planning, Economics, Leadership, Stata, Microsoft Excel, Strategic Communications
Education
University of Rochester 2010 — 2014
Dual Bachelor of Arts (BA) Degrees, Economics and Political Science
Fairport High School 2006 — 2010
Advanced Regents Diploma with Honors
Haley Owens's Northwestern Mutual Experience May 2014 - August 2014
Job Resident Community Coordinator at University of Puget Sound
Industry Law Practice
Experience
Sammy's Pizza September 2014 - Present
University of Puget Sound August 2014 - Present
Northwestern Mutual May 2014 - August 2014
QFC June 2013 - July 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Critical Thinking, Social Networking, Facebook, Organization Skills
Education
University of Puget Sound 2012 — 2016
Bachelor's degree, American Government and Politics (United States)
Stadium High School 2008 — 2012
Sammy's Pizza September 2014 - Present
University of Puget Sound August 2014 - Present
Northwestern Mutual May 2014 - August 2014
QFC June 2013 - July 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Critical Thinking, Social Networking, Facebook, Organization Skills
Education
University of Puget Sound 2012 — 2016
Bachelor's degree, American Government and Politics (United States)
Stadium High School 2008 — 2012
Kayla Whitemyer's Northwestern Mutual Experience November 2011 - May 2012
Job Delivery Manager at The Select Group
Industry Marketing and Advertising
Experience
The Select Group August 2015 - Present
The Select Group July 2014 - Present
Southern Wine & Spirits June 2012 - July 2014
Northwestern Mutual November 2011 - May 2012
Merrill Lynch June 2011 - August 2011
University of San Diego January 2011 - May 2011
Gary Angelica June 2008 - September 2010
Tamarisk Country Club October 2006 - May 2008
Skills
District Trainer, Sales Management, Customer Service, Sales, Entrepreneurship, Social Networking, Marketing, Facebook, Spanish, SEO, Project Management, Microsoft Excel, Microsoft Office, PowerPoint, Leadership
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration, Business Administration
The Select Group August 2015 - Present
The Select Group July 2014 - Present
Southern Wine & Spirits June 2012 - July 2014
Northwestern Mutual November 2011 - May 2012
Merrill Lynch June 2011 - August 2011
University of San Diego January 2011 - May 2011
Gary Angelica June 2008 - September 2010
Tamarisk Country Club October 2006 - May 2008
Skills
District Trainer, Sales Management, Customer Service, Sales, Entrepreneurship, Social Networking, Marketing, Facebook, Spanish, SEO, Project Management, Microsoft Excel, Microsoft Office, PowerPoint, Leadership
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration, Business Administration
Anna Solgunova Anna Solgunova's Northwestern Mutual Experience April 2014 - September 2014
Job Credit Specialist at Lending Club
Industry Financial Services
Experience
Lending Club September 2014 - Present
Northwestern Mutual April 2014 - September 2014
Robert Half Finance & Accounting March 2014 - April 2014
Resconsult December 2013 - January 2014
Stopp Pressen August 2012 - December 2013
University of Richmond September 2008 - April 2012
National Republican Senatorial Committee June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, SharePoint, Photoshop, Outlook, Access, Microsoft Word, Macintosh hardware, Macintosh Applications, Tax Preparation, Finance, Economics, International Economics, Economic Development, Econometrics, Russian, Spanish, Social Media
Education
University of Richmond 2008 — 2012
Bachelor of Arts, Economics, International Economics
Uppsala University 2010 — 2011
Economics and Statistics
George Mason High School 2004 — 2008
International Baccalaureate (IB) Diploma, General Studies
Lending Club September 2014 - Present
Northwestern Mutual April 2014 - September 2014
Robert Half Finance & Accounting March 2014 - April 2014
Resconsult December 2013 - January 2014
Stopp Pressen August 2012 - December 2013
University of Richmond September 2008 - April 2012
National Republican Senatorial Committee June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, SharePoint, Photoshop, Outlook, Access, Microsoft Word, Macintosh hardware, Macintosh Applications, Tax Preparation, Finance, Economics, International Economics, Economic Development, Econometrics, Russian, Spanish, Social Media
Education
University of Richmond 2008 — 2012
Bachelor of Arts, Economics, International Economics
Uppsala University 2010 — 2011
Economics and Statistics
George Mason High School 2004 — 2008
International Baccalaureate (IB) Diploma, General Studies
Micah Schwartz Micah Schwartz's Northwestern Mutual Experience January 2013 - October 2013
Job Senior Client Services Associate Preferred Banking at First Republic Bank
Industry Financial Services
Experience
First Republic Bank January 2015 - Present
RBS Citizens Financial Group October 2013 - January 2015
Northwestern Mutual January 2013 - October 2013
The Shirt Guys LLC May 2012 - September 2013
Gorton's June 2011 - March 2012
GTECH Corporation May 2010 - May 2011
Spinnaker Asset Management June 2009 - February 2010
Mindy S. Rosenbloom, Inc. September 2003 - May 2007
Skills
SAP, Microsoft Excel, PowerPoint, Access, Microsoft Office, Forecasting, Teamwork, Variance Reports, Microsoft Word, Data Analysis, Project Management, Sales, Retail, Strategic Financial..., Accounting, Business Planning, Budgets, Financial Analysis, Financial Planning, Finance, Management, Public Speaking
Education
University of Rhode Island 2007 — 2011
Bachelor of Science (B.S.), Business Administration; Finance
First Republic Bank January 2015 - Present
RBS Citizens Financial Group October 2013 - January 2015
Northwestern Mutual January 2013 - October 2013
The Shirt Guys LLC May 2012 - September 2013
Gorton's June 2011 - March 2012
GTECH Corporation May 2010 - May 2011
Spinnaker Asset Management June 2009 - February 2010
Mindy S. Rosenbloom, Inc. September 2003 - May 2007
Skills
SAP, Microsoft Excel, PowerPoint, Access, Microsoft Office, Forecasting, Teamwork, Variance Reports, Microsoft Word, Data Analysis, Project Management, Sales, Retail, Strategic Financial..., Accounting, Business Planning, Budgets, Financial Analysis, Financial Planning, Finance, Management, Public Speaking
Education
University of Rhode Island 2007 — 2011
Bachelor of Science (B.S.), Business Administration; Finance
Dana Gilbert Dana Gilbert's Northwestern Mutual Experience June 2009 - August 2009
Job Analyst at Marstel Day, LLC
Industry Environmental Services
Experience
Marstel Day, LLC March 2013 - Present
The College of William and Mary August 2011 - May 2013
The Nature Conservancy May 2012 - August 2012
2rw Consultants, Inc. May 2010 - August 2011
Vita Wheaton Holt September 2009 - May 2010
Northwestern Mutual June 2009 - August 2009
University of Richmond August 2008 - January 2009
Education
The College of William and Mary 2011 — 2013
MPP, Public Policy
University of Richmond 2007 — 2009
B.A., English, Rhetoric and Communication Studies
Marstel Day, LLC March 2013 - Present
The College of William and Mary August 2011 - May 2013
The Nature Conservancy May 2012 - August 2012
2rw Consultants, Inc. May 2010 - August 2011
Vita Wheaton Holt September 2009 - May 2010
Northwestern Mutual June 2009 - August 2009
University of Richmond August 2008 - January 2009
Education
The College of William and Mary 2011 — 2013
MPP, Public Policy
University of Richmond 2007 — 2009
B.A., English, Rhetoric and Communication Studies
Caitlin Crosby's Northwestern Mutual Experience May 2013 - September 2014
Job Marketing/ Executive Administrator at Andon Electronics Corporation
Industry Marketing and Advertising
Experience
Andon Electronics Corporation May 2015 - Present
Caster Communications October 2014 - May 2015
Northwestern Mutual May 2013 - September 2014
Northwestern Mutual September 2013 - May 2014
Global Spectrum September 2012 - May 2014
Boundless Learning January 2013 - May 2013
Skills
PowerPoint, Leadership, Event Planning, Microsoft Word, Microsoft Excel, Computer Proficiency, Customer Service, Social Media, Recruiting, Public Speaking, Training, Underwriting, Press Releases, Development of...
Education
University of Rhode Island 2011 — 2015
Bachelor of Arts (B.A.), Communcation Studies and Business Administration
Lincoln High School 2007 — 2011
Andon Electronics Corporation May 2015 - Present
Caster Communications October 2014 - May 2015
Northwestern Mutual May 2013 - September 2014
Northwestern Mutual September 2013 - May 2014
Global Spectrum September 2012 - May 2014
Boundless Learning January 2013 - May 2013
Skills
PowerPoint, Leadership, Event Planning, Microsoft Word, Microsoft Excel, Computer Proficiency, Customer Service, Social Media, Recruiting, Public Speaking, Training, Underwriting, Press Releases, Development of...
Education
University of Rhode Island 2011 — 2015
Bachelor of Arts (B.A.), Communcation Studies and Business Administration
Lincoln High School 2007 — 2011
Arturo Spica's Northwestern Mutual Experience May 2012 - August 2012
Job Sales Associate at Schoology
Industry Computer Software
Experience
Schoology April 2015 - Present
Booker Software October 2014 - March 2015
Booker Software June 2014 - October 2014
The Nanz Company September 2013 - May 2014
Lombard & Cecil August 2012 - June 2013
Starbucks September 2009 - May 2013
Northwestern Mutual May 2012 - August 2012
Camp Wingate*Kirkland June 2010 - August 2011
Bates-Rich Beginnings August 2007 - August 2009
Skills
Event Planning, Public Speaking, Creative Problem Solving, Statistics, Data Analysis, Leadership, Critical Thinking, Sales, Mathematics, Salesforce.com, Risk Management, Licensed Life & Health..., Marketing, Creative Writing, Web Design, Microsoft Excel, Microsoft Office, Mathematical Modeling, Recruiting, Interpersonal..., Membership Development, Client Relations Skills, Financial Management, Licensed Property &..., Entrepreneurship, Holistic Financial..., Film Editing, Cold Calling, Consultative Selling..., Saas Selling, Problem Solving, Groovy
Education
University of Rochester 2009 — 2013
Bachelor of Science, Mathematics, Minor in Business, 3.66
University of Rochester 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Schoology April 2015 - Present
Booker Software October 2014 - March 2015
Booker Software June 2014 - October 2014
The Nanz Company September 2013 - May 2014
Lombard & Cecil August 2012 - June 2013
Starbucks September 2009 - May 2013
Northwestern Mutual May 2012 - August 2012
Camp Wingate*Kirkland June 2010 - August 2011
Bates-Rich Beginnings August 2007 - August 2009
Skills
Event Planning, Public Speaking, Creative Problem Solving, Statistics, Data Analysis, Leadership, Critical Thinking, Sales, Mathematics, Salesforce.com, Risk Management, Licensed Life & Health..., Marketing, Creative Writing, Web Design, Microsoft Excel, Microsoft Office, Mathematical Modeling, Recruiting, Interpersonal..., Membership Development, Client Relations Skills, Financial Management, Licensed Property &..., Entrepreneurship, Holistic Financial..., Film Editing, Cold Calling, Consultative Selling..., Saas Selling, Problem Solving, Groovy
Education
University of Rochester 2009 — 2013
Bachelor of Science, Mathematics, Minor in Business, 3.66
University of Rochester 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Caleb Rath Caleb Rath's Northwestern Mutual Experience July 2012 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2012 - Present
Insight Global July 2011 - April 2012
Education
University of San Diego 2006 — 2010
Northwestern Mutual July 2012 - Present
Insight Global July 2011 - April 2012
Education
University of San Diego 2006 — 2010
Chase Sheppard Chase Sheppard's Northwestern Mutual Experience May 2012 - September 2012
Job Instructor at Little Rookies
Industry
Experience
Little Rookies May 2014 - Present
Integrity First Financial Group April 2013 - Present
Northwestern Mutual May 2012 - September 2012
Qualcomm June 2011 - August 2011
Skills
Retirement Planning, Wealth Accumulation, Education Funding, Retirement, Long Term Care Insurance
Education
University of San Diego 2012 — 2013
tphs
Little Rookies May 2014 - Present
Integrity First Financial Group April 2013 - Present
Northwestern Mutual May 2012 - September 2012
Qualcomm June 2011 - August 2011
Skills
Retirement Planning, Wealth Accumulation, Education Funding, Retirement, Long Term Care Insurance
Education
University of San Diego 2012 — 2013
tphs
Meghan McGuire's Northwestern Mutual Experience November 2010 - May 2013
Job Founder & CEO at McGuire Consulting Co
Industry Information Technology and Services
Experience
McGuire Consulting Co March 2015 - Present
Airbnb October 2014 - March 2015
BINC October 2014 - February 2015
TEKsystems June 2013 - October 2014
Northwestern Mutual November 2010 - May 2013
Northwestern Mutual April 2010 - November 2010
San Diego Magazine March 2009 - August 2009
Verathon July 2008 - March 2009
Xerox / Mr. Copy 2007 - 2008
Skills
Marketing, Account Management, Sales, Event Management, Marketing Communications, Event Planning, New Business Development, Recruiting, Time Management, Customer Service, Social Networking, Sales Management, Management, Training, Negotiation, Consulting, Leadership
Education
University of San Diego 2003 — 2007
Bachelors, Communication Studies, Business Administration
McGuire Consulting Co March 2015 - Present
Airbnb October 2014 - March 2015
BINC October 2014 - February 2015
TEKsystems June 2013 - October 2014
Northwestern Mutual November 2010 - May 2013
Northwestern Mutual April 2010 - November 2010
San Diego Magazine March 2009 - August 2009
Verathon July 2008 - March 2009
Xerox / Mr. Copy 2007 - 2008
Skills
Marketing, Account Management, Sales, Event Management, Marketing Communications, Event Planning, New Business Development, Recruiting, Time Management, Customer Service, Social Networking, Sales Management, Management, Training, Negotiation, Consulting, Leadership
Education
University of San Diego 2003 — 2007
Bachelors, Communication Studies, Business Administration
Christopher Whatley Christopher Whatley's Northwestern Mutual Experience May 2012 - Present
Job Financial Represenative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual May 2012 - Present
University of Rhode Island September 2011 - May 2012
Camp Cobbossee June 2011 - August 2011
Skills
Wealth Accumulation, Fixed Annuities, Retirement, Disability Insurance, Wealth Management, Life Insurance, Long-term Care, Long Term Care Insurance
Education
Cushing Academy 2006 — 2010
University of Rhode Island
Bachelor of Science (BS), Economics
Northwestern Mutual May 2012 - Present
University of Rhode Island September 2011 - May 2012
Camp Cobbossee June 2011 - August 2011
Skills
Wealth Accumulation, Fixed Annuities, Retirement, Disability Insurance, Wealth Management, Life Insurance, Long-term Care, Long Term Care Insurance
Education
Cushing Academy 2006 — 2010
University of Rhode Island
Bachelor of Science (BS), Economics
Patrick Croft, CLTC Patrick Croft, CLTC's Northwestern Mutual Experience November 2003 - March 2012
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
Starkweather & Shepley Insurance Brokerage Inc. April 2014 - March 2015
Paychex March 2012 - April 2014
Northwestern Mutual November 2003 - March 2012
Skills
Insurance, Investments, Retirement Planning, Employee Benefits, Management, Retirement, Strategic Financial..., 401k, Pensions, Mutual Funds, Health Insurance, Sales, Series 7, Financial Services, Leadership, Risk Management
Education
University of Rhode Island - College of Business Administration 1999 — 2003
Bishop Hendricken 1996 — 1999
New York Life Insurance Company March 2015 - Present
Starkweather & Shepley Insurance Brokerage Inc. April 2014 - March 2015
Paychex March 2012 - April 2014
Northwestern Mutual November 2003 - March 2012
Skills
Insurance, Investments, Retirement Planning, Employee Benefits, Management, Retirement, Strategic Financial..., 401k, Pensions, Mutual Funds, Health Insurance, Sales, Series 7, Financial Services, Leadership, Risk Management
Education
University of Rhode Island - College of Business Administration 1999 — 2003
Bishop Hendricken 1996 — 1999
Thomas Bealer's Northwestern Mutual Experience 2012 - 2012
Job Student at University of Colorado Leeds School of Business
Industry Financial Services
Experience
Personal Capital August 2014 - September 2015
Northwestern Mutual 2012 - 2012
ATBS May 2011 - August 2011
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2014
Bachelor of Science, Business Administration; an emphasis in Finance
University of San Diego 2009 — 2011
Bachelor of Arts (BA), Finance, General, B
Regis Jesuit High School 2005 — 2009
Personal Capital August 2014 - September 2015
Northwestern Mutual 2012 - 2012
ATBS May 2011 - August 2011
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2014
Bachelor of Science, Business Administration; an emphasis in Finance
University of San Diego 2009 — 2011
Bachelor of Arts (BA), Finance, General, B
Regis Jesuit High School 2005 — 2009
Brian M. Ward Brian M. Ward's Northwestern Mutual Experience 2011 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2011 - Present
JP Morgan Chase 2008 - 2010
Bear Stearns 2005 - 2008
Education
University of Rhode Island 2001 — 2005
BS, Finance
Northwestern Mutual 2011 - Present
JP Morgan Chase 2008 - 2010
Bear Stearns 2005 - 2008
Education
University of Rhode Island 2001 — 2005
BS, Finance
Brittany McClain Brittany McClain's Northwestern Mutual Experience May 2010 - August 2010
Job Assistant Manager at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates June 2015 - Present
Cambridge Associates October 2014 - May 2015
Cambridge Associates June 2014 - September 2014
Cambridge Associates March 2012 - May 2014
Cambridge Associates September 2011 - February 2012
University of Richmond January 2009 - December 2010
Northwestern Mutual May 2010 - August 2010
Skills
Actuarial Science, Bloomberg Terminal, Microsoft Office, Oral & Written..., Italian, Mathematics, Probability, Financial Reporting, Portfolio Performance..., Microsoft Excel, Analytics
Education
University of Richmond 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
IES Study Abroad Program - Rome, Italy 2009 — 2009
Italian Studies
Cambridge Associates June 2015 - Present
Cambridge Associates October 2014 - May 2015
Cambridge Associates June 2014 - September 2014
Cambridge Associates March 2012 - May 2014
Cambridge Associates September 2011 - February 2012
University of Richmond January 2009 - December 2010
Northwestern Mutual May 2010 - August 2010
Skills
Actuarial Science, Bloomberg Terminal, Microsoft Office, Oral & Written..., Italian, Mathematics, Probability, Financial Reporting, Portfolio Performance..., Microsoft Excel, Analytics
Education
University of Richmond 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
IES Study Abroad Program - Rome, Italy 2009 — 2009
Italian Studies
Lisa Virgilio Lisa Virgilio's Northwestern Mutual Experience May 2008 - August 2008
Job Jr. HR Business Partner/Training Coordinator at J.P. Morgan Securities
Industry Human Resources
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan February 2011 - July 2013
MISI Company October 2009 - February 2011
Northwestern Mutual May 2008 - August 2008
YRichmond May 2008 - August 2008
A. Gross, CPA, PA June 2006 - August 2007
Education
University of Richmond 2005 — 2009
Bachelor of Arts, Leadership and Communications
J.P. Morgan July 2013 - Present
J.P. Morgan February 2011 - July 2013
MISI Company October 2009 - February 2011
Northwestern Mutual May 2008 - August 2008
YRichmond May 2008 - August 2008
A. Gross, CPA, PA June 2006 - August 2007
Education
University of Richmond 2005 — 2009
Bachelor of Arts, Leadership and Communications
Saad Reza, MHRM, PHR Saad Reza, MHRM, PHR's Northwestern Mutual Experience January 2009 - July 2009
Job Talent Partner at Merkle
Industry Computer Software
Experience
Merkle June 2014 - Present
Logi Analytics June 2013 - June 2014
K12 July 2011 - June 2013
Colonial Parking January 2011 - July 2011
American HomeCare 2010 - January 2011
Richmond SHRM August 2009 - March 2010
Northwestern Mutual January 2009 - July 2009
Spherion December 2006 - August 2008
Apex Systems Inc. September 2006 - December 2006
Skills
Full-cycle Recruiting, HRIS, Training & Development, Employee Relations, Recruitment/Retention, Benefits, Compensation, Onboarding, Job Descriptions, Job Analysis, Vendor Management, Recruiting, Employee Benefits, SDLC, Deferred Compensation, Management, PeopleSoft, Employee Training, Leadership, Organizational..., Personnel Management, Human Resources, Performance Management, Training, Temporary Placement, Employee Engagement, Workforce Planning
Education
University of Richmond 2008 — 2010
Master, Human Resource Management
George Mason University - School of Management 2003 — 2005
B.S, Marketing
JRHS
Merkle June 2014 - Present
Logi Analytics June 2013 - June 2014
K12 July 2011 - June 2013
Colonial Parking January 2011 - July 2011
American HomeCare 2010 - January 2011
Richmond SHRM August 2009 - March 2010
Northwestern Mutual January 2009 - July 2009
Spherion December 2006 - August 2008
Apex Systems Inc. September 2006 - December 2006
Skills
Full-cycle Recruiting, HRIS, Training & Development, Employee Relations, Recruitment/Retention, Benefits, Compensation, Onboarding, Job Descriptions, Job Analysis, Vendor Management, Recruiting, Employee Benefits, SDLC, Deferred Compensation, Management, PeopleSoft, Employee Training, Leadership, Organizational..., Personnel Management, Human Resources, Performance Management, Training, Temporary Placement, Employee Engagement, Workforce Planning
Education
University of Richmond 2008 — 2010
Master, Human Resource Management
George Mason University - School of Management 2003 — 2005
B.S, Marketing
JRHS
Alyssa Bruns Alyssa Bruns's Northwestern Mutual Experience January 2013 - June 2013
Job Medical Assistant at Arizona Bone and Joint Specialists
Industry Hospital & Health Care
Experience
Scottsdale Healthcare January 2015 - Present
Arizona Bone and Joint Specialists September 2014 - Present
The Honor Foundation September 2013 - May 2014
Sharp Health Care October 2011 - May 2014
University of San Diego August 2011 - April 2014
Arizona Bone and Joint Specialists May 2011 - August 2013
Northwestern Mutual January 2013 - June 2013
Skills
PowerPoint, Word, Microsoft Office, Public Speaking, Excel, Spanish, Writing, Customer Service, Access, Financial Analysis, Windows, Accounting, Non-profits, Editing, Healthcare, Data Entry, Microsoft Word, Microsoft Excel, Research, Social Media, Time Management, Leadership, Teamwork, Event Planning, Community Outreach, Insurance, Fundraising, Data Analysis
Education
University of San Diego 2010 — 2014
Bachelor of Finance, Biology minor
Chaparral High School 2006 — 2010
Scottsdale Healthcare January 2015 - Present
Arizona Bone and Joint Specialists September 2014 - Present
The Honor Foundation September 2013 - May 2014
Sharp Health Care October 2011 - May 2014
University of San Diego August 2011 - April 2014
Arizona Bone and Joint Specialists May 2011 - August 2013
Northwestern Mutual January 2013 - June 2013
Skills
PowerPoint, Word, Microsoft Office, Public Speaking, Excel, Spanish, Writing, Customer Service, Access, Financial Analysis, Windows, Accounting, Non-profits, Editing, Healthcare, Data Entry, Microsoft Word, Microsoft Excel, Research, Social Media, Time Management, Leadership, Teamwork, Event Planning, Community Outreach, Insurance, Fundraising, Data Analysis
Education
University of San Diego 2010 — 2014
Bachelor of Finance, Biology minor
Chaparral High School 2006 — 2010
Chalene Christian Chalene Christian's Northwestern Mutual Experience November 1996 - May 1999
Job Regional Account Executive at Marin Software
Industry Computer Software
Experience
Marin Software July 2014 - Present
Bazaarvoice February 2013 - April 2014
Demandbase January 2012 - June 2012
Salesforce.com September 2006 - July 2011
Learn iT! September 2005 - September 2006
Learn iT! April 2002 - August 2005
Mellon Capital Management April 2000 - September 2001
McMorgan & Company June 1999 - April 2000
Northwestern Mutual November 1996 - May 1999
Skills
Selling, Salesforce.com, New Business Development, Enterprise Software, SaaS, Sales, Lead Generation, Leadership, Sales Operations, Training, Cloud Computing, B2B, Security, Strategy, Networking, Marketing, CRM, Solution Selling, Sales Process, Strategic Partnerships, Consulting, Direct Sales, Professional Services, Software Industry, Demand Generation, Start-ups
Education
University of San Francisco 1999 — 2001
Bachelor of Science, Organizational Behavior
Hamlin School for Girls San Francisco
Sacred Heart Cathedral San Francisco
St. Rose Academy
Marin Software July 2014 - Present
Bazaarvoice February 2013 - April 2014
Demandbase January 2012 - June 2012
Salesforce.com September 2006 - July 2011
Learn iT! September 2005 - September 2006
Learn iT! April 2002 - August 2005
Mellon Capital Management April 2000 - September 2001
McMorgan & Company June 1999 - April 2000
Northwestern Mutual November 1996 - May 1999
Skills
Selling, Salesforce.com, New Business Development, Enterprise Software, SaaS, Sales, Lead Generation, Leadership, Sales Operations, Training, Cloud Computing, B2B, Security, Strategy, Networking, Marketing, CRM, Solution Selling, Sales Process, Strategic Partnerships, Consulting, Direct Sales, Professional Services, Software Industry, Demand Generation, Start-ups
Education
University of San Francisco 1999 — 2001
Bachelor of Science, Organizational Behavior
Hamlin School for Girls San Francisco
Sacred Heart Cathedral San Francisco
St. Rose Academy
Jon Meredith Jon Meredith's Northwestern Mutual Experience May 2006 - August 2006
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2014 - Present
Darden School of Business August 2012 - May 2014
CMS Companies June 2010 - June 2012
Dominion Partners, L.C. May 2007 - June 2010
Northwestern Mutual May 2006 - August 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.)
University of Richmond - Robins School of Business 2003 — 2007
BSBA, Finance
Macquarie University 2006 — 2006
Business
Harris Williams & Co. June 2014 - Present
Darden School of Business August 2012 - May 2014
CMS Companies June 2010 - June 2012
Dominion Partners, L.C. May 2007 - June 2010
Northwestern Mutual May 2006 - August 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.)
University of Richmond - Robins School of Business 2003 — 2007
BSBA, Finance
Macquarie University 2006 — 2006
Business
Joseph Engelman Joseph Engelman's Northwestern Mutual Experience June 2013 - Present
Job Marketing Intern at DZH Phillips LLP
Industry Accounting
Experience
Vita Coco June 2014 - Present
Northwestern Mutual June 2013 - Present
DZH Phillips LLP June 2014 - August 2014
Collegelabor 2013 - 2013
Cherry June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Time Management, Financial Analysis, Marketing, Outlook, Social Media, Teamwork, Sales, Insurance, Social Networking, Research
Education
University of San Francisco 2011 — 2015
Accounting and Business Administration, Junior
Vita Coco June 2014 - Present
Northwestern Mutual June 2013 - Present
DZH Phillips LLP June 2014 - August 2014
Collegelabor 2013 - 2013
Cherry June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Time Management, Financial Analysis, Marketing, Outlook, Social Media, Teamwork, Sales, Insurance, Social Networking, Research
Education
University of San Francisco 2011 — 2015
Accounting and Business Administration, Junior
Justin Fontaine Justin Fontaine's Northwestern Mutual Experience May 2013 - August 2013
Job Student at University of San Diego School of Law
Industry Legal Services
Experience
Law Offices of John M. Runfola August 2013 - August 2015
Khalil & Kane January 2014 - April 2014
The Olympic Club November 2011 - December 2013
Northwestern Mutual May 2013 - August 2013
Northern California Spine Institute May 2012 - August 2012
City of San Ramon January 2008 - January 2011
Skills
PowerPoint, Public Speaking, Financial Analysis, Financial Services, Microsoft Office, Microsoft Word, Cpr Certified, Microsoft Excel, American Sign Language, Teamwork, Time Management, Event Planning, Community Outreach
Education
University of San Diego School of Law 2015 — 2018
Juris Doctor (J.D.)
University of San Francisco 2011 — 2015
B.S, Business Administration, Legal Studies
Law Offices of John M. Runfola August 2013 - August 2015
Khalil & Kane January 2014 - April 2014
The Olympic Club November 2011 - December 2013
Northwestern Mutual May 2013 - August 2013
Northern California Spine Institute May 2012 - August 2012
City of San Ramon January 2008 - January 2011
Skills
PowerPoint, Public Speaking, Financial Analysis, Financial Services, Microsoft Office, Microsoft Word, Cpr Certified, Microsoft Excel, American Sign Language, Teamwork, Time Management, Event Planning, Community Outreach
Education
University of San Diego School of Law 2015 — 2018
Juris Doctor (J.D.)
University of San Francisco 2011 — 2015
B.S, Business Administration, Legal Studies
Jim Bulger Jim Bulger's Northwestern Mutual Experience December 1995 - January 1997
Job Regional Consultant at Beaumont Capital Management (BCM)
Industry Financial Services
Experience
Beaumont Capital Management (BCM) November 2014 - Present
AssetMark May 2011 - October 2014
FundQuest May 2010 - May 2011
FundQuest February 2002 - May 2010
Fidelity Investments 1999 - 2001
Morgan Stanley Dean Witter January 1997 - December 1998
Northwestern Mutual December 1995 - January 1997
Skills
Mutual Funds, Separately Managed..., Asset Allocation, ETFs, Alternative Investments, Wealth Management, Finance, Series 63, Financial Advisory, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Investment Strategies, FINRA, Asset Management, Fixed Annuities, Financial Services, Investments, 401k, Equities
Education
University of Rhode Island 1991 — 1995
BA, Economics
Beaumont Capital Management (BCM) November 2014 - Present
AssetMark May 2011 - October 2014
FundQuest May 2010 - May 2011
FundQuest February 2002 - May 2010
Fidelity Investments 1999 - 2001
Morgan Stanley Dean Witter January 1997 - December 1998
Northwestern Mutual December 1995 - January 1997
Skills
Mutual Funds, Separately Managed..., Asset Allocation, ETFs, Alternative Investments, Wealth Management, Finance, Series 63, Financial Advisory, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Investment Strategies, FINRA, Asset Management, Fixed Annuities, Financial Services, Investments, 401k, Equities
Education
University of Rhode Island 1991 — 1995
BA, Economics
Eric Stearns Eric Stearns's Northwestern Mutual Experience 1997 - 1999
Job Executive Benefit & Management Consultant
Industry Financial Services
Experience
The Stearns Financial Group August 2012 - Present
Absolute Insight, Inc. September 2009 - Present
Swain Ski & Snowboard Resort June 2007 - September 2009
Streamline Health May 2004 - June 2007
American Management Systems & Orsus Net Technologies, Inc. 1999 - 2004
Northwestern Mutual 1997 - 1999
Skills
Financial Management, Valuation, Analysis, Strategic Leadership, Supplemental Executive..., Collateral Assignment..., Succession Planning, Disability Insurance, Financial Strategy, Quantitative Modeling, Marketing Strategy, Capital Structure, Management Consulting, Licensed Life Insurance..., 457 Plans, Financial Modeling, Managerial Finance, Marketing, Strategy, Leadership, Finance, Strategic Planning, New Business Development, Process Improvement, Program Management, Financial Services, Mergers & Acquisitions, Entrepreneurship, Sales, Start-ups, Business Development
Education
University of Rochester - Simon Business School 2009 — 2011
MBA, Executive Management, Corporate Finance, Competitive and Organizational Strategy
University of Rochester 1995 — 1999
BA, Economics
The Stearns Financial Group August 2012 - Present
Absolute Insight, Inc. September 2009 - Present
Swain Ski & Snowboard Resort June 2007 - September 2009
Streamline Health May 2004 - June 2007
American Management Systems & Orsus Net Technologies, Inc. 1999 - 2004
Northwestern Mutual 1997 - 1999
Skills
Financial Management, Valuation, Analysis, Strategic Leadership, Supplemental Executive..., Collateral Assignment..., Succession Planning, Disability Insurance, Financial Strategy, Quantitative Modeling, Marketing Strategy, Capital Structure, Management Consulting, Licensed Life Insurance..., 457 Plans, Financial Modeling, Managerial Finance, Marketing, Strategy, Leadership, Finance, Strategic Planning, New Business Development, Process Improvement, Program Management, Financial Services, Mergers & Acquisitions, Entrepreneurship, Sales, Start-ups, Business Development
Education
University of Rochester - Simon Business School 2009 — 2011
MBA, Executive Management, Corporate Finance, Competitive and Organizational Strategy
University of Rochester 1995 — 1999
BA, Economics
Kevin Morisoli,CFP®, CLU®, ChFC®, CASL®, CAP® Kevin Morisoli,CFP®, CLU®, ChFC®, CASL®, CAP®'s Northwestern Mutual Experience September 2007 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2007 - Present
Education
University of San Diego 2006 — 2008
BA
Northwestern Mutual September 2007 - Present
Education
University of San Diego 2006 — 2008
BA
Troy Weathersby Troy Weathersby's Northwestern Mutual Experience June 2015 - Present
Job College Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
MAE Flooring May 2013 - May 2015
Morris Catholic High School June 2012 - July 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Social Media
Education
University of Rhode Island 2012 — 2016
Bachelor of Science (B.S.), Finance, General
University of Rhode Island 2012 — 2016
Finance
Northwestern Mutual June 2015 - Present
MAE Flooring May 2013 - May 2015
Morris Catholic High School June 2012 - July 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Social Media
Education
University of Rhode Island 2012 — 2016
Bachelor of Science (B.S.), Finance, General
University of Rhode Island 2012 — 2016
Finance
Dina Bunn's Northwestern Mutual Experience August 2005 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2005 - Present
Education
University of Rochester 1983 — 1987
Bachelor of Arts (BA), Psychology
Northwestern Mutual August 2005 - Present
Education
University of Rochester 1983 — 1987
Bachelor of Arts (BA), Psychology
Alex Makowitz Alex Makowitz's Northwestern Mutual Experience April 2013 - June 2014
Job Data Analyst at Barton Associates Inc.
Industry Hospital & Health Care
Experience
Barton Associates Inc. August 2015 - Present
Rhode Island Department of State June 2015 - August 2015
WaterFire Providence January 2015 - May 2015
Northwestern Mutual April 2013 - June 2014
Mountain Creek Resort May 2012 - September 2012
Wash N Lube Express May 2011 - September 2011
Skills
Social Networking, Leadership, Customer Service, Teamwork, Microsoft Office, Time Management, Public Speaking, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Marketing, Facebook, Social Media Marketing, Entrepreneurship, Event Planning, People Skills, Team Leadership, Public Relations, Life Insurance, Critical Thinking, Creative Strategy, Data Entry, Creative Writing, Networking, Market Research, Research, SPSS, Supply Chain Management, Strategy, Project Management, Finance, Data Analysis, Sports, Sales, Business Analysis, Analysis
Education
University of Rhode Island 2014 — 2015
Master of Business Administration (M.B.A.), Strategic Innovation, 3.74
University of Rhode Island - College of Business Administration 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Sparta High School 2007 — 2010
High School
Barton Associates Inc. August 2015 - Present
Rhode Island Department of State June 2015 - August 2015
WaterFire Providence January 2015 - May 2015
Northwestern Mutual April 2013 - June 2014
Mountain Creek Resort May 2012 - September 2012
Wash N Lube Express May 2011 - September 2011
Skills
Social Networking, Leadership, Customer Service, Teamwork, Microsoft Office, Time Management, Public Speaking, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Marketing, Facebook, Social Media Marketing, Entrepreneurship, Event Planning, People Skills, Team Leadership, Public Relations, Life Insurance, Critical Thinking, Creative Strategy, Data Entry, Creative Writing, Networking, Market Research, Research, SPSS, Supply Chain Management, Strategy, Project Management, Finance, Data Analysis, Sports, Sales, Business Analysis, Analysis
Education
University of Rhode Island 2014 — 2015
Master of Business Administration (M.B.A.), Strategic Innovation, 3.74
University of Rhode Island - College of Business Administration 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Sparta High School 2007 — 2010
High School
Ryan Carr Ryan Carr's Northwestern Mutual Experience 2009 - 2011
Job Commercial Real Estate Advisor at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield January 2013 - Present
NETCIRQ 2011 - 2013
Northwestern Mutual 2009 - 2011
Skills
Venture Capital, Due Diligence, Strategic Financial..., Commercial Real Estate, Tenant Representation, Negotiating Leases, Real Estate, Disposition, Brokerage, Leases, Finance, Negotiation, Investments, Management, Public Speaking, Social Media
Education
University of San Francisco
Bachelor of Arts (BA), Political Science, Legal Studies (Minor)
Cushman & Wakefield January 2013 - Present
NETCIRQ 2011 - 2013
Northwestern Mutual 2009 - 2011
Skills
Venture Capital, Due Diligence, Strategic Financial..., Commercial Real Estate, Tenant Representation, Negotiating Leases, Real Estate, Disposition, Brokerage, Leases, Finance, Negotiation, Investments, Management, Public Speaking, Social Media
Education
University of San Francisco
Bachelor of Arts (BA), Political Science, Legal Studies (Minor)
Maria Raygada Maria Raygada's Northwestern Mutual Experience October 2012 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2012 - Present
Skills
QuickBooks, Financial Accounting, Financial Reporting, Tax, Microsoft Excel, Bookkeeping, Auditing, Financial Analysis, Income Tax, Tax Preparation, Accounts Payable, Microsoft Word, Peachtree, Accounts Receivable, PowerPoint, Microsoft Office, Account Reconciliation, General Ledger, Tax Returns, Journal Entries
Education
University of San Diego 2008 — 2012
Bachelor's degree, Accounting and Finance
Northwestern Mutual October 2012 - Present
Skills
QuickBooks, Financial Accounting, Financial Reporting, Tax, Microsoft Excel, Bookkeeping, Auditing, Financial Analysis, Income Tax, Tax Preparation, Accounts Payable, Microsoft Word, Peachtree, Accounts Receivable, PowerPoint, Microsoft Office, Account Reconciliation, General Ledger, Tax Returns, Journal Entries
Education
University of San Diego 2008 — 2012
Bachelor's degree, Accounting and Finance
Jeff Hammer's Northwestern Mutual Experience January 2013 - Present
Job Field Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2013 - Present
Northwestern Mutual May 2012 - January 2013
Northwestern Mutual June 2011 - May 2012
Capital One September 2010 - June 2011
Capital One March 2010 - September 2010
Capital One February 2008 - May 2010
Capital One September 2007 - February 2008
Capital One November 2006 - September 2007
Capital One February 2006 - November 2006
Capital One June 2004 - February 2006
Skills
Risk Management, Program Management, Mergers, Supply Chain Management, Purchasing, Market Development, Financial Services, Integration, Information Systems, Metrics, Vendor Management
Education
University of Richmond - Robins School of Business 1999 — 2002
MBA, Business Administration
University of Richmond - Robins School of Business 1986 — 1989
B.S., Business Administration
Northwestern Mutual January 2013 - Present
Northwestern Mutual May 2012 - January 2013
Northwestern Mutual June 2011 - May 2012
Capital One September 2010 - June 2011
Capital One March 2010 - September 2010
Capital One February 2008 - May 2010
Capital One September 2007 - February 2008
Capital One November 2006 - September 2007
Capital One February 2006 - November 2006
Capital One June 2004 - February 2006
Skills
Risk Management, Program Management, Mergers, Supply Chain Management, Purchasing, Market Development, Financial Services, Integration, Information Systems, Metrics, Vendor Management
Education
University of Richmond - Robins School of Business 1999 — 2002
MBA, Business Administration
University of Richmond - Robins School of Business 1986 — 1989
B.S., Business Administration
Erica Seredni's Northwestern Mutual Experience August 2010 - November 2011
Job Manager, Campus Recruiting at KPMG
Industry Accounting
Experience
KPMG US September 2014 - Present
MeadWestvaco November 2011 - September 2014
Northwestern Mutual August 2010 - November 2011
ADP August 2009 - January 2010
Skills
Recruiting, Human Resources, College Recruiting, Public Speaking, PowerPoint, Microsoft Office, Resume Writing, Interview Skills, Sales, Event Planning, Talent Acquisition, Team Building, Interviews
Education
University of Virginia 2005 — 2009
Bachelor's of Arts, Psychology
University of Richmond 2010 — 2014
Master's, Human Resources Management
KPMG US September 2014 - Present
MeadWestvaco November 2011 - September 2014
Northwestern Mutual August 2010 - November 2011
ADP August 2009 - January 2010
Skills
Recruiting, Human Resources, College Recruiting, Public Speaking, PowerPoint, Microsoft Office, Resume Writing, Interview Skills, Sales, Event Planning, Talent Acquisition, Team Building, Interviews
Education
University of Virginia 2005 — 2009
Bachelor's of Arts, Psychology
University of Richmond 2010 — 2014
Master's, Human Resources Management
Andrew Reigstad Andrew Reigstad's Northwestern Mutual Experience 2011 - 2011
Job Cost Analyst at Mapfre
Industry Accounting
Experience
Mapfre August 2015 - Present
KPMG US June 2012 - April 2015
Northwestern Mutual 2011 May 2011 - September 2011
Northwestern Mutual 2011 - 2011
Smithfield Stop and Shop October 2005 - January 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Financial Accounting, Microsoft Word, Accounts Payable, Auditing, Microsoft Office, Financial Statements
Education
University of Rhode Island 2008 — 2012
Bachelor of Arts, Accounting
University of Rhode Island - College of Business Administration 2008 — 2012
Bachelor of Science (B.S.), Accounting
Mapfre August 2015 - Present
KPMG US June 2012 - April 2015
Northwestern Mutual 2011 May 2011 - September 2011
Northwestern Mutual 2011 - 2011
Smithfield Stop and Shop October 2005 - January 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Financial Accounting, Microsoft Word, Accounts Payable, Auditing, Microsoft Office, Financial Statements
Education
University of Rhode Island 2008 — 2012
Bachelor of Arts, Accounting
University of Rhode Island - College of Business Administration 2008 — 2012
Bachelor of Science (B.S.), Accounting
Allison Goodman's Northwestern Mutual Experience October 2011 - April 2012
Job Sales Associate at Nordstrom
Industry Marketing and Advertising
Experience
Nordstrom March 2013 - Present
Tempe Chamber of Commerce July 2012 - March 2013
Academic Technology Services October 2008 - July 2012
Northwestern Mutual October 2011 - April 2012
Nordstrom May 2011 - August 2011
Zion & Zion May 2010 - August 2010
Skills
Public Relations, Marketing Strategy, Advertising, Social Media, Social Media Marketing
Education
University of San Diego 2008 — 2012
Bachelor, Marketing; Communication
Nordstrom March 2013 - Present
Tempe Chamber of Commerce July 2012 - March 2013
Academic Technology Services October 2008 - July 2012
Northwestern Mutual October 2011 - April 2012
Nordstrom May 2011 - August 2011
Zion & Zion May 2010 - August 2010
Skills
Public Relations, Marketing Strategy, Advertising, Social Media, Social Media Marketing
Education
University of San Diego 2008 — 2012
Bachelor, Marketing; Communication
Seth Gorrie Seth Gorrie's Northwestern Mutual Experience April 2010 - June 2010
Job Client Finance Manager at Geometry Global
Industry Financial Services
Experience
Geometry Global June 2015 - Present
W2O Group October 2013 - May 2015
Moody's Investors Service May 2013 - October 2013
Deloitte August 2012 - October 2012
Levine, Lofgren, Morris & Engelberg February 2012 - April 2012
Marcus & Millichap June 2011 - August 2011
Delta Sigma Pi September 2010 - December 2010
County of San Diego August 2010 - December 2010
Northwestern Mutual April 2010 - June 2010
Washington Mutual September 2005 - May 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, DCF, ProSystem fx Tax, Adobe Acrobat, Tax Accounting, Photoshop, SEO, Analysis, Social Media Marketing, Business Analysis, Billing Services, Spreadsheets, Presentation Development, Government Accounting, Income Tax, Project Planning, Real Estate, Investments, Finance, Budgets, Due Diligence, Financial Analysis, Tax, Accounting
Education
University of San Diego 2009 — 2012
Bacc Accounting, Accounting with emphasis in Finance
Universidad de Pontifica Comillas 2011 — 2011
Accounting and Finance
Torrey Pines
Torrey Pines
Geometry Global June 2015 - Present
W2O Group October 2013 - May 2015
Moody's Investors Service May 2013 - October 2013
Deloitte August 2012 - October 2012
Levine, Lofgren, Morris & Engelberg February 2012 - April 2012
Marcus & Millichap June 2011 - August 2011
Delta Sigma Pi September 2010 - December 2010
County of San Diego August 2010 - December 2010
Northwestern Mutual April 2010 - June 2010
Washington Mutual September 2005 - May 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, DCF, ProSystem fx Tax, Adobe Acrobat, Tax Accounting, Photoshop, SEO, Analysis, Social Media Marketing, Business Analysis, Billing Services, Spreadsheets, Presentation Development, Government Accounting, Income Tax, Project Planning, Real Estate, Investments, Finance, Budgets, Due Diligence, Financial Analysis, Tax, Accounting
Education
University of San Diego 2009 — 2012
Bacc Accounting, Accounting with emphasis in Finance
Universidad de Pontifica Comillas 2011 — 2011
Accounting and Finance
Torrey Pines
Torrey Pines
Chad Page's Northwestern Mutual Experience 2009 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2009 - Present
Skills
Employee Benefits, Microsoft Word, Business Analysis, Risk Management, Accounting, Long Term Care Insurance, Fixed Annuities, Retirement, Investments, Disability Insurance, Insurance, Retirement Planning, Finance, Wealth Accumulation, Life Insurance, Long-term Care, Strategic Financial..., Financial Planners, IRAs, Mutual Funds, Securities, Estate Planning, Wealth Management, Term Life Insurance, Asset Allocation, Series 7, Financial Services, Investment Advisory, Health Insurance, Portfolio Management, Key Person Insurance, Financial Analysis, Mortgage Lending, Asset Management, Small Business, Underwriting, Loans, Income Protection, Financial Modeling, 401k, Financial Planning
Education
University of San Diego 2005 — 2009
Bachelor in Business Administration, Business
Saguaro High School 2001 — 2005
Northwestern Mutual 2009 - Present
Skills
Employee Benefits, Microsoft Word, Business Analysis, Risk Management, Accounting, Long Term Care Insurance, Fixed Annuities, Retirement, Investments, Disability Insurance, Insurance, Retirement Planning, Finance, Wealth Accumulation, Life Insurance, Long-term Care, Strategic Financial..., Financial Planners, IRAs, Mutual Funds, Securities, Estate Planning, Wealth Management, Term Life Insurance, Asset Allocation, Series 7, Financial Services, Investment Advisory, Health Insurance, Portfolio Management, Key Person Insurance, Financial Analysis, Mortgage Lending, Asset Management, Small Business, Underwriting, Loans, Income Protection, Financial Modeling, 401k, Financial Planning
Education
University of San Diego 2005 — 2009
Bachelor in Business Administration, Business
Saguaro High School 2001 — 2005
Hunter Westfall's Northwestern Mutual Experience April 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2015 - Present
University of Richmond June 2010 - December 2014
Pavilion Development Company June 2014 - August 2014
University of Richmond May 2013 - August 2013
Russell Wilson Passing Academy June 2012 - June 2013
Best Bully Sticks May 2012 - August 2012
TEAM Logistics April 2011 - April 2012
Skills
Sports, Teamwork, Time Management, Social Networking, Event Planning, Social Media, Facebook, Sports Marketing, Market Research, Sales, Risk Management, E-commerce, Management, Access, Event Management, Strategic Communications, Interpersonal...
Education
University of Richmond 2010 — 2014
Bachelor's of Science Degree, Business Administration with a concentration in Marketing
Northwestern Mutual April 2015 - Present
University of Richmond June 2010 - December 2014
Pavilion Development Company June 2014 - August 2014
University of Richmond May 2013 - August 2013
Russell Wilson Passing Academy June 2012 - June 2013
Best Bully Sticks May 2012 - August 2012
TEAM Logistics April 2011 - April 2012
Skills
Sports, Teamwork, Time Management, Social Networking, Event Planning, Social Media, Facebook, Sports Marketing, Market Research, Sales, Risk Management, E-commerce, Management, Access, Event Management, Strategic Communications, Interpersonal...
Education
University of Richmond 2010 — 2014
Bachelor's of Science Degree, Business Administration with a concentration in Marketing
Wilhelm Mede Wilhelm Mede's Northwestern Mutual Experience June 2014 - March 2015
Job Graduate Student at University of San Diego
Industry Financial Services
Experience
Northwestern Mutual June 2014 - March 2015
Bond Associates January 2014 - June 2014
Skills
Social Media Marketing, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Photoshop, Event Planning, Research, Social Networking, Public Relations, Marketing, Facebook, Marketing Communications
Education
University of San Diego 2015 — 2016
Master’s Degree, Masters of Science in Finance
University of San Diego 2011 — 2015
Bachelor’s Degree, Finance
University of San Diego School of Business Administration 2011 — 2015
Bachelor’s Degree, Business Administration
Northwestern Mutual June 2014 - March 2015
Bond Associates January 2014 - June 2014
Skills
Social Media Marketing, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Photoshop, Event Planning, Research, Social Networking, Public Relations, Marketing, Facebook, Marketing Communications
Education
University of San Diego 2015 — 2016
Master’s Degree, Masters of Science in Finance
University of San Diego 2011 — 2015
Bachelor’s Degree, Finance
University of San Diego School of Business Administration 2011 — 2015
Bachelor’s Degree, Business Administration
Kyle Chin's Northwestern Mutual Experience June 2015 - Present
Job College Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Research, Microsoft Word, Sales, PowerPoint, Training, English, Chinese, Computer Proficiency, Mathematics, Economics, Insurance
Education
University of Rochester 2012 — 2016
Bachelor's degree, Financial Economics
Northwestern Mutual June 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Research, Microsoft Word, Sales, PowerPoint, Training, English, Chinese, Computer Proficiency, Mathematics, Economics, Insurance
Education
University of Rochester 2012 — 2016
Bachelor's degree, Financial Economics
David Turner Hoff, Jr.'s Northwestern Mutual Experience May 2008 - September 2009
Job CoFounder & CEO at The Vegetable & the Butcher ("V&B")
Industry Real Estate
Experience
The Vegetable & the Butcher ("V&B") July 2015 - Present
The Carlyle Group June 2013 - June 2015
J.P. Morgan November 2012 - May 2013
M.A. Wright Fund - Rice University January 2012 - December 2012
Apartment Realty Advisors May 2012 - August 2012
Hoff Group, LLC September 2009 - August 2011
Northwestern Mutual May 2008 - September 2009
Skills
Real Estate, Finance, Economics, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Office, Market Research, DCF Valuation, Valuation, Microsoft Excel, Analysis, Asset Management, Strategy, Business Planning, Management, Start-ups, Corporate Finance, Capital Markets
Education
Rice University - Jesse H. Jones Graduate School of Business 2011 — 2013
MBA, Finance & Real Estate, 3.83
University of San Diego 2005 — 2009
BBA in Finance, Minor in Real Estate, Cum laude
The Vegetable & the Butcher ("V&B") July 2015 - Present
The Carlyle Group June 2013 - June 2015
J.P. Morgan November 2012 - May 2013
M.A. Wright Fund - Rice University January 2012 - December 2012
Apartment Realty Advisors May 2012 - August 2012
Hoff Group, LLC September 2009 - August 2011
Northwestern Mutual May 2008 - September 2009
Skills
Real Estate, Finance, Economics, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Office, Market Research, DCF Valuation, Valuation, Microsoft Excel, Analysis, Asset Management, Strategy, Business Planning, Management, Start-ups, Corporate Finance, Capital Markets
Education
Rice University - Jesse H. Jones Graduate School of Business 2011 — 2013
MBA, Finance & Real Estate, 3.83
University of San Diego 2005 — 2009
BBA in Finance, Minor in Real Estate, Cum laude
Tony Lowe Tony Lowe's Northwestern Mutual Experience March 1997 - June 2007
Job Owner at Lowe Carting & Recycling
Industry Consumer Services
Experience
Lowe Carting & Recycling March 2004 - Present
Northwestern Mutual March 1997 - June 2007
AmeriGas July 1995 - March 1997
Skills
Entrepreneurship, Strategic Financial..., Real Estate, Small Business, Investments, Marketing, Strategic Planning, Team Building, Coaching, Sales, Investment Properties, Contract Negotiation, Sales Management, Marketing Strategy, Residential Homes, Account Management, Public Speaking, Management, New Business Development, Customer Service, Business Planning, Negotiation, Life Insurance, Estate Planning, Insurance, Retirement Planning, Leadership, Budgets, Financial Planning
Education
University of Rhode Island - College of Business Administration 1987 — 1991
B.S., Finance
St. Bernard High School
St. Bernard High School
Lowe Carting & Recycling March 2004 - Present
Northwestern Mutual March 1997 - June 2007
AmeriGas July 1995 - March 1997
Skills
Entrepreneurship, Strategic Financial..., Real Estate, Small Business, Investments, Marketing, Strategic Planning, Team Building, Coaching, Sales, Investment Properties, Contract Negotiation, Sales Management, Marketing Strategy, Residential Homes, Account Management, Public Speaking, Management, New Business Development, Customer Service, Business Planning, Negotiation, Life Insurance, Estate Planning, Insurance, Retirement Planning, Leadership, Budgets, Financial Planning
Education
University of Rhode Island - College of Business Administration 1987 — 1991
B.S., Finance
St. Bernard High School
St. Bernard High School
Raelene Jeffery, CFP®, CLU Raelene Jeffery, CFP®, CLU's Northwestern Mutual Experience 2009 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2009 - Present
The Trust Company of Washington January 1993 - January 2000
The Bank of California November 1979 - January 1993
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Finance, Investment Management, Wealth, Asset Allocation, Long Term Care Insurance, Estate Planning
Education
University of Puget Sound 1981 — 1984
MBA, Finance
Washington State University 1973 — 1977
BA, Business
Snohomish High School
Northwestern Mutual 2009 - Present
The Trust Company of Washington January 1993 - January 2000
The Bank of California November 1979 - January 1993
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Finance, Investment Management, Wealth, Asset Allocation, Long Term Care Insurance, Estate Planning
Education
University of Puget Sound 1981 — 1984
MBA, Finance
Washington State University 1973 — 1977
BA, Business
Snohomish High School
Steve Wagar's Northwestern Mutual Experience November 2013 - May 2015
Job Aspiring CPA
Industry Higher Education
Experience
Nordstrom September 2015 - Present
Northwest Prospects Academy May 2015 - Present
Olive Garden July 2015 - September 2015
Northwestern Mutual November 2013 - May 2015
University of Puget Sound January 2011 - May 2015
University of Puget Sound 2011 - 2015
Skills
Communication, Customer Service, Sales, Team Leadership, Team Building, Teaching, Teamwork, Leadership, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Social Networking, Facebook
Education
University of Puget Sound 2011 — 2015
Bachelor of Arts in Business Leadership, Accounting and Business/Management
Nordstrom September 2015 - Present
Northwest Prospects Academy May 2015 - Present
Olive Garden July 2015 - September 2015
Northwestern Mutual November 2013 - May 2015
University of Puget Sound January 2011 - May 2015
University of Puget Sound 2011 - 2015
Skills
Communication, Customer Service, Sales, Team Leadership, Team Building, Teaching, Teamwork, Leadership, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Social Networking, Facebook
Education
University of Puget Sound 2011 — 2015
Bachelor of Arts in Business Leadership, Accounting and Business/Management
Christina Acker Christina Acker's Northwestern Mutual Experience April 2011 - February 2015
Job Director of Plan Implementation and Administration at Byron Financial
Industry Financial Services
Experience
Byron Financial March 2015 - Present
Northwestern Mutual April 2011 - February 2015
Carolinas Healthcare System August 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, HTML
Education
University of Richmond 2003 — 2007
Bachelor of Arts (B.A.), Rhetoric & Communication Studies
Byron Financial March 2015 - Present
Northwestern Mutual April 2011 - February 2015
Carolinas Healthcare System August 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, HTML
Education
University of Richmond 2003 — 2007
Bachelor of Arts (B.A.), Rhetoric & Communication Studies
David Elkas David Elkas's Northwestern Mutual Experience December 2013 - September 2014
Job Financial Representative Intern at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2013 - September 2014
Skills
Public Speaking, Financial Analysis, Insurance, Sales, Risk Management, Marketing, Finance, Social Media Marketing, Management, Mutual Funds
Education
University of Rhode Island 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Cumberland High School
Northwestern Mutual December 2013 - September 2014
Skills
Public Speaking, Financial Analysis, Insurance, Sales, Risk Management, Marketing, Finance, Social Media Marketing, Management, Mutual Funds
Education
University of Rhode Island 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Cumberland High School
Matthew Onorato's Northwestern Mutual Experience May 2009 - December 2009
Job Group Sales Account Manager Western U.S. at Grand Circle Corporation
Industry Leisure, Travel & Tourism
Experience
Grand Circle Corporation May 2014 - Present
Grand Circle Corporation August 2011 - April 2014
Integrated Marketing Services December 2010 - March 2012
Northwestern Mutual May 2009 - December 2009
Survey Advantage 2007 - 2008
Skills
Program Management, Management, Sales, Marketing, Human Resources, Account Management, Event Management, Customer Service, Social Media, Sales Operations, Marketing Communications, Market Research, Email Marketing, Event Planning, Marketing Strategy, Social Media Marketing, Leadership
Education
University of Rhode Island - College of Business Administration 2004 — 2008
BS, Marketing, Leadership
University of Rhode Island - College of Business Administration
Marketing, Marketing
Grand Circle Corporation May 2014 - Present
Grand Circle Corporation August 2011 - April 2014
Integrated Marketing Services December 2010 - March 2012
Northwestern Mutual May 2009 - December 2009
Survey Advantage 2007 - 2008
Skills
Program Management, Management, Sales, Marketing, Human Resources, Account Management, Event Management, Customer Service, Social Media, Sales Operations, Marketing Communications, Market Research, Email Marketing, Event Planning, Marketing Strategy, Social Media Marketing, Leadership
Education
University of Rhode Island - College of Business Administration 2004 — 2008
BS, Marketing, Leadership
University of Rhode Island - College of Business Administration
Marketing, Marketing
Lauren Byrd Lauren Byrd's Northwestern Mutual Experience January 2014 - June 2014
Job National Recruiter at Cardinal Group Management
Industry
Experience
Cardinal Group Management June 2014 - Present
Northwestern Mutual January 2014 - June 2014
Asset Campus Housing October 2012 - January 2014
EdR Collegiate Housing January 2012 - October 2012
Northwestern Mutual August 2011 - January 2012
Northwestern Mutual June 2009 - June 2011
Skills
Social Media Marketing, Management, Event Planning, Property, Finance, Training, Marketing, Interviews, Recruiting, Coaching, Sales, Social Networking
Education
University of San Diego 2005 — 2009
Bachelor of Arts (BA)
Cardinal Group Management June 2014 - Present
Northwestern Mutual January 2014 - June 2014
Asset Campus Housing October 2012 - January 2014
EdR Collegiate Housing January 2012 - October 2012
Northwestern Mutual August 2011 - January 2012
Northwestern Mutual June 2009 - June 2011
Skills
Social Media Marketing, Management, Event Planning, Property, Finance, Training, Marketing, Interviews, Recruiting, Coaching, Sales, Social Networking
Education
University of San Diego 2005 — 2009
Bachelor of Arts (BA)
Rachel Gadoury Rachel Gadoury's Northwestern Mutual Experience December 2008 - May 2009
Job Senior Financial Analyst at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts March 2015 - Present
Express Scripts March 2013 - March 2015
Express Scripts July 2011 - March 2013
JPMorgan Chase August 2009 - July 2011
Northwestern Mutual December 2008 - May 2009
Skills
Financial Modeling, Financial Analysis, Upselling, Consulting, Data Presentation, Financial Reporting, Corporate Finance, PowerPoint, Microsoft Excel, Healthcare, Pharmacy Benefit..., Forecasting
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts, Applied Economics and Economics of Theory
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science, Finance, Concentration in Accounting
Express Scripts March 2015 - Present
Express Scripts March 2013 - March 2015
Express Scripts July 2011 - March 2013
JPMorgan Chase August 2009 - July 2011
Northwestern Mutual December 2008 - May 2009
Skills
Financial Modeling, Financial Analysis, Upselling, Consulting, Data Presentation, Financial Reporting, Corporate Finance, PowerPoint, Microsoft Excel, Healthcare, Pharmacy Benefit..., Forecasting
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts, Applied Economics and Economics of Theory
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science, Finance, Concentration in Accounting
Becca Rees's Northwestern Mutual Experience 2009 - July 2010
Job Senior Talent Acquisition Partner at Opower
Industry Computer Software
Experience
Opower July 2015 - Present
Opower March 2013 - Present
CEB August 2010 - March 2013
Northwestern Mutual 2009 - July 2010
Trade Center Management Associates 2007 - 2009
NBC News May 2005 - July 2005
Skills
Social Media, Social Media Marketing, Event Planning
Education
University of Richmond 2003 — 2007
B.A., Journalism
Opower July 2015 - Present
Opower March 2013 - Present
CEB August 2010 - March 2013
Northwestern Mutual 2009 - July 2010
Trade Center Management Associates 2007 - 2009
NBC News May 2005 - July 2005
Skills
Social Media, Social Media Marketing, Event Planning
Education
University of Richmond 2003 — 2007
B.A., Journalism
Morgan Lester Morgan Lester's Northwestern Mutual Experience June 2015 - Present
Job Financial Representative at Northwestern Mutual Student Athlete at University of San Diego
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Flora Style June 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Sales, Customer Service, Microsoft Word, POS, Teamwork, Time Management, Public Speaking, Social Media, Research, Health Insurance, Life Insurance
Education
University of San Diego 2013 — 2017
Accounting and Finance, Junior
Bishop Stang High School 2009 — 2013
Northwestern Mutual June 2015 - Present
Flora Style June 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Sales, Customer Service, Microsoft Word, POS, Teamwork, Time Management, Public Speaking, Social Media, Research, Health Insurance, Life Insurance
Education
University of San Diego 2013 — 2017
Accounting and Finance, Junior
Bishop Stang High School 2009 — 2013
Teddy Fulham Teddy Fulham's Northwestern Mutual Experience January 2009 - August 2009
Job Market Manager, Health Systems Pyxis Medication Technologies
Industry Medical Devices
Experience
CareFusion, a Becton Dickinson Company September 2014 - Present
CareFusion February 2013 - August 2014
CareFusion January 2010 - March 2013
California Equity Research September 2009 - December 2009
Northwestern Mutual January 2009 - August 2009
Skills
Financial Analysis, Accounting, Microsoft Office, SAP, Corporate FP&A, Project Management, Lean Six Sigma, Healthcare, Medical Devices, Medical Technology, Auditing, General Ledger, Finance, Management, Leadership, Mergers & Acquisitions, Financial Reporting, Corporate Finance, Variance Analysis, Forecasting, Sarbanes-Oxley Act
Education
University of San Diego 2006 — 2010
B.S. Finance, Honors Program, Finance
Damien High School 2002 — 2006
High School
CareFusion, a Becton Dickinson Company September 2014 - Present
CareFusion February 2013 - August 2014
CareFusion January 2010 - March 2013
California Equity Research September 2009 - December 2009
Northwestern Mutual January 2009 - August 2009
Skills
Financial Analysis, Accounting, Microsoft Office, SAP, Corporate FP&A, Project Management, Lean Six Sigma, Healthcare, Medical Devices, Medical Technology, Auditing, General Ledger, Finance, Management, Leadership, Mergers & Acquisitions, Financial Reporting, Corporate Finance, Variance Analysis, Forecasting, Sarbanes-Oxley Act
Education
University of San Diego 2006 — 2010
B.S. Finance, Honors Program, Finance
Damien High School 2002 — 2006
High School
Matthew DeFedele Matthew DeFedele's Northwestern Mutual Experience May 2004 - May 2005
Job Senior Convergence Engineer at Carousel Industries
Industry Telecommunications
Experience
Carousel Industries August 2015 - Present
Carousel Industries February 2015 - August 2015
Carousel Industries April 2013 - February 2015
Carousel Industries April 2007 - April 2013
Bank of America May 2005 - April 2007
Northwestern Mutual May 2004 - May 2005
Skills
CCNA, Avaya, Telephony, Call Center, VoIP, Telecommunications, Troubleshooting, Networking, Wireless, Network Security, Vendor Management, Cisco Technologies, Cloud Computing, Customer Satisfaction, Managed Services, IP, Team Leadership, Project Management, Disaster Recovery, Cisco Certified, Avaya Aura, Avaya Communication..., Avaya Site..., Avaya IP Telephony, Management, Technical Documentation, Technical Leadership, Technical Support, Red Hat Linux, RedHat, Unified Communications, Call Centers, SIP, LAN-WAN, Data Center, Avaya Technologies
Education
University of Rhode Island - College of Business Administration 2000 — 2005
Bachelor, Finance
Carousel Industries August 2015 - Present
Carousel Industries February 2015 - August 2015
Carousel Industries April 2013 - February 2015
Carousel Industries April 2007 - April 2013
Bank of America May 2005 - April 2007
Northwestern Mutual May 2004 - May 2005
Skills
CCNA, Avaya, Telephony, Call Center, VoIP, Telecommunications, Troubleshooting, Networking, Wireless, Network Security, Vendor Management, Cisco Technologies, Cloud Computing, Customer Satisfaction, Managed Services, IP, Team Leadership, Project Management, Disaster Recovery, Cisco Certified, Avaya Aura, Avaya Communication..., Avaya Site..., Avaya IP Telephony, Management, Technical Documentation, Technical Leadership, Technical Support, Red Hat Linux, RedHat, Unified Communications, Call Centers, SIP, LAN-WAN, Data Center, Avaya Technologies
Education
University of Rhode Island - College of Business Administration 2000 — 2005
Bachelor, Finance
Federico Mercado Federico Mercado's Northwestern Mutual Experience May 2013 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2013 - Present
Gap Inc./Gap May 2012 - December 2012
Skills
Fluent in written and..., Proficient knowledge in..., Microsoft Excel, Visual Merchandising, PowerPoint, Sales, Business Analysis, Microsoft Office, Customer Service, Insurance, Finance, US Hispanic Market, Leadership, Business Development, Life Insurance
Education
University of San Francisco 2011 — 2015
Bachelor's degree, Finance and Financial Management Services
Saint Elizabeth High School 2007 — 2011
High School Diploma
Northwestern Mutual May 2013 - Present
Gap Inc./Gap May 2012 - December 2012
Skills
Fluent in written and..., Proficient knowledge in..., Microsoft Excel, Visual Merchandising, PowerPoint, Sales, Business Analysis, Microsoft Office, Customer Service, Insurance, Finance, US Hispanic Market, Leadership, Business Development, Life Insurance
Education
University of San Francisco 2011 — 2015
Bachelor's degree, Finance and Financial Management Services
Saint Elizabeth High School 2007 — 2011
High School Diploma
Marco Paoletta's Northwestern Mutual Experience December 2014 - August 2015
Job Accounting Intern at University of San Francisco
Industry Financial Services
Experience
Events Management and Guest Services at the University of San Francisco July 2015 - Present
Northwestern Mutual December 2014 - August 2015
USF Events Management and Guest Services Center March 2014 - August 2015
Delta Sigma Pi 2015 - 2015
Delta Sigma Pi 2015 - 2015
University of San Francisco school of Management October 2013 - December 2014
Farmers Insurance May 2012 - August 2014
Skills
Customer Service, Microsoft Office, Insurance, Microsoft Excel, Sales, PowerPoint, Bilingual, Access, Time Management, Outlook, Teamwork, Data Entry, Social Networking, Leadership, Public Speaking, Social Media
Education
University of San Francisco 2013 — 2017
Bachelor of Science (B.S.) Business Administration, International Business
Providence High School
Events Management and Guest Services at the University of San Francisco July 2015 - Present
Northwestern Mutual December 2014 - August 2015
USF Events Management and Guest Services Center March 2014 - August 2015
Delta Sigma Pi 2015 - 2015
Delta Sigma Pi 2015 - 2015
University of San Francisco school of Management October 2013 - December 2014
Farmers Insurance May 2012 - August 2014
Skills
Customer Service, Microsoft Office, Insurance, Microsoft Excel, Sales, PowerPoint, Bilingual, Access, Time Management, Outlook, Teamwork, Data Entry, Social Networking, Leadership, Public Speaking, Social Media
Education
University of San Francisco 2013 — 2017
Bachelor of Science (B.S.) Business Administration, International Business
Providence High School
W. Benjamin Bade's Northwestern Mutual Experience May 2013 - October 2013
Job Associate Inside Sales Representative at EMC
Industry Information Technology and Services
Experience
EMC August 2015 - Present
Williamson Corporation May 2014 - August 2015
Northwestern Mutual May 2013 - October 2013
Concepts, Actions, and Objects Lab May 2012 - August 2012
Skills
Human Resources, Filing, fMRI, Microsoft Excel, Windows, Experimental Design, Adobe Acrobat, Student Affairs, Image Analysis, PPA, Life & Health Insurance..., Analysis, Public Speaking
Education
University of Rochester 2010 — 2014
Bachelor of Science (B.A.) & Minor in Business, Brain and Cognitive Science & Business
EMC August 2015 - Present
Williamson Corporation May 2014 - August 2015
Northwestern Mutual May 2013 - October 2013
Concepts, Actions, and Objects Lab May 2012 - August 2012
Skills
Human Resources, Filing, fMRI, Microsoft Excel, Windows, Experimental Design, Adobe Acrobat, Student Affairs, Image Analysis, PPA, Life & Health Insurance..., Analysis, Public Speaking
Education
University of Rochester 2010 — 2014
Bachelor of Science (B.A.) & Minor in Business, Brain and Cognitive Science & Business
Liz Santoyo Liz Santoyo's Northwestern Mutual Experience August 2007 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2007 - Present
Skills
Retirement Planning, Life Insurance, Disability Insurance, Investments, Long Term Care Insurance, Financial Analysis, Insurance, Finance, Financial Services, Portfolio Management, Financial Modeling, Loans, Microsoft Excel, Sales, Customer Service, Spanish
Education
University of San Diego 2003 — 2007
Bachelor's Degree, Business Economics
Northwestern Mutual August 2007 - Present
Skills
Retirement Planning, Life Insurance, Disability Insurance, Investments, Long Term Care Insurance, Financial Analysis, Insurance, Finance, Financial Services, Portfolio Management, Financial Modeling, Loans, Microsoft Excel, Sales, Customer Service, Spanish
Education
University of San Diego 2003 — 2007
Bachelor's Degree, Business Economics
Austin Dunn Austin Dunn's Northwestern Mutual Experience June 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Accounting
Experience
Northwestern Mutual June 2015 - Present
Boundary Fence June 2014 - August 2014
John Napier San Diego FC June 2013 - August 2013
USD Camps June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Project Management, Leadership, Event Planning
Education
University of San Diego 2012 — 2015
Bachelor's degree, Accounting
University of San Diego 2011 — 2015
Accounting, Senior
Northwestern Mutual June 2015 - Present
Boundary Fence June 2014 - August 2014
John Napier San Diego FC June 2013 - August 2013
USD Camps June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Project Management, Leadership, Event Planning
Education
University of San Diego 2012 — 2015
Bachelor's degree, Accounting
University of San Diego 2011 — 2015
Accounting, Senior
shiying “Jo” zhou shiying “Jo” zhou's Northwestern Mutual Experience September 2015 - Present
Job Assistant Director of Selection at Northwestern Mutual
Industry Hospitality
Experience
Northwestern Mutual September 2015 - Present
Northwestern Mutual June 2015 - September 2015
Kara's Cupcakes April 2015 - May 2015
Carmel Valley Ranch June 2014 - August 2014
Argonaut Hotel & Blue Mermaid Chowder House and Bar December 2013 - March 2014
The women's Building September 2013 - December 2013
Chinese for Affirmative Action January 2012 - May 2012
City College of San Francisco SHINE Project 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Coaching, Hotels, Restaurants
Education
University of San Francisco 2013 — 2015
Bachelor of Business Administration (BBA), Hospitality Administration/Management, Junior
Northwestern Mutual September 2015 - Present
Northwestern Mutual June 2015 - September 2015
Kara's Cupcakes April 2015 - May 2015
Carmel Valley Ranch June 2014 - August 2014
Argonaut Hotel & Blue Mermaid Chowder House and Bar December 2013 - March 2014
The women's Building September 2013 - December 2013
Chinese for Affirmative Action January 2012 - May 2012
City College of San Francisco SHINE Project 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Coaching, Hotels, Restaurants
Education
University of San Francisco 2013 — 2015
Bachelor of Business Administration (BBA), Hospitality Administration/Management, Junior
Angela Lee Angela Lee's Northwestern Mutual Experience March 2012 - March 2013
Job Recruiting at Asana
Industry Higher Education
Experience
Asana August 2015 - Present
Upsight September 2014 - August 2015
Fitbit November 2013 - August 2014
Fitbit March 2013 - November 2013
Northwestern Mutual March 2012 - March 2013
Northwestern Mutual May 2011 - March 2012
University of San Francisco September 2010 - December 2011
The National Society of Collegiate Scholars July 2010 - December 2011
University of San Francisco September 2008 - December 2011
Delta Sigma Pi - Gamma Omicron Chapter January 2011 - May 2011
Skills
Community Outreach, Event Planning, Public Speaking, Management, Fundraising, Recruiting, Microsoft Excel, PowerPoint, Customer Service, Insurance, Marketing, Teamwork, Analysis, Accounting, Research, Training, Microsoft Office
Education
University of San Francisco 2008 — 2011
B.S., Accounting
GWHS
Asana August 2015 - Present
Upsight September 2014 - August 2015
Fitbit November 2013 - August 2014
Fitbit March 2013 - November 2013
Northwestern Mutual March 2012 - March 2013
Northwestern Mutual May 2011 - March 2012
University of San Francisco September 2010 - December 2011
The National Society of Collegiate Scholars July 2010 - December 2011
University of San Francisco September 2008 - December 2011
Delta Sigma Pi - Gamma Omicron Chapter January 2011 - May 2011
Skills
Community Outreach, Event Planning, Public Speaking, Management, Fundraising, Recruiting, Microsoft Excel, PowerPoint, Customer Service, Insurance, Marketing, Teamwork, Analysis, Accounting, Research, Training, Microsoft Office
Education
University of San Francisco 2008 — 2011
B.S., Accounting
GWHS
Bryan Ruzich's Northwestern Mutual Experience May 2014 - August 2014
Job Assurance Intern at PwC
Industry Accounting
Experience
PwC June 2015 - Present
Northwestern Mutual May 2014 - August 2014
Costco Wholesale May 2011 - January 2014
Phi Kappa Theta Fraternity 2012 - 2013
Skills
Success Driven, Competitive, Diligent, Customer Interaction, Determination, Integrity, Accountability, Goal Oriented, Result Oriented, Customer Service, Time Management, Public Speaking
Education
University of San Diego 2011 — 2016
Accounting and Finance
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, 3.7 GPA
PwC June 2015 - Present
Northwestern Mutual May 2014 - August 2014
Costco Wholesale May 2011 - January 2014
Phi Kappa Theta Fraternity 2012 - 2013
Skills
Success Driven, Competitive, Diligent, Customer Interaction, Determination, Integrity, Accountability, Goal Oriented, Result Oriented, Customer Service, Time Management, Public Speaking
Education
University of San Diego 2011 — 2016
Accounting and Finance
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, 3.7 GPA
Justin Leech Justin Leech's Northwestern Mutual Experience August 2010 - December 2010
Job Employee Benefits Consultant at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. May 2011 - Present
REI 2003 - Present
Northwestern Mutual August 2010 - December 2010
Granite Arch Climbing Center September 2008 - August 2010
BlueLinx Corporation September 2006 - May 2008
Creative Touch Interiors January 1999 - January 2003
Interiors By Design June 1994 - August 1998
Skills
Health Insurance, Sales, Customer Service, Strategic Planning, Employee Benefits, Insurance, Sales Management, Financial Analysis, Benefits Administration, Sales Operations, Team Building, Microsoft Excel, Disability Insurance, Marketing, Marketing Strategy, Selling, Retail, Account Management, Salesforce.com, Cold Calling, Training, New Business Development, Leadership, Coaching, Direct Sales, Business Planning, Customer Retention, Forecasting, Strategy, Business Development, Budgets, Competitive Analysis
Education
University of San Diego 1999 — 2001
BBA, Business
Bella Vista
Bella Vista
Arthur J. Gallagher & Co. May 2011 - Present
REI 2003 - Present
Northwestern Mutual August 2010 - December 2010
Granite Arch Climbing Center September 2008 - August 2010
BlueLinx Corporation September 2006 - May 2008
Creative Touch Interiors January 1999 - January 2003
Interiors By Design June 1994 - August 1998
Skills
Health Insurance, Sales, Customer Service, Strategic Planning, Employee Benefits, Insurance, Sales Management, Financial Analysis, Benefits Administration, Sales Operations, Team Building, Microsoft Excel, Disability Insurance, Marketing, Marketing Strategy, Selling, Retail, Account Management, Salesforce.com, Cold Calling, Training, New Business Development, Leadership, Coaching, Direct Sales, Business Planning, Customer Retention, Forecasting, Strategy, Business Development, Budgets, Competitive Analysis
Education
University of San Diego 1999 — 2001
BBA, Business
Bella Vista
Bella Vista
Cait Farry Cait Farry's Northwestern Mutual Experience September 2011 - February 2012
Job Executive Assistant at Lincoln International
Industry Financial Services
Experience
Lincoln International January 2015 - Present
Beneficial Reuse Management July 2013 - December 2014
Mack & Associates September 2012 - July 2013
University of Puget Sound August 2008 - May 2012
Northwestern Mutual September 2011 - February 2012
Northwestern Mutual May 2011 - August 2011
Edward Farry & Associates April 2008 - August 2010
Garden of the Gods Club May 2009 - August 2009
Colorado Springs Swim Team May 2009 - August 2009
Skills
Human Resources, Office Administration, Leadership, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking, Outlook, Social Media, Research, Customer Service, Time Management, Marketing, Interviews
Education
University of Puget Sound 2008 — 2012
BA, Business and Leadership
University of Puget Sound 2008 — 2012
Bachelor of Arts (B.A.), Business/Commerce, General
Lincoln International January 2015 - Present
Beneficial Reuse Management July 2013 - December 2014
Mack & Associates September 2012 - July 2013
University of Puget Sound August 2008 - May 2012
Northwestern Mutual September 2011 - February 2012
Northwestern Mutual May 2011 - August 2011
Edward Farry & Associates April 2008 - August 2010
Garden of the Gods Club May 2009 - August 2009
Colorado Springs Swim Team May 2009 - August 2009
Skills
Human Resources, Office Administration, Leadership, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking, Outlook, Social Media, Research, Customer Service, Time Management, Marketing, Interviews
Education
University of Puget Sound 2008 — 2012
BA, Business and Leadership
University of Puget Sound 2008 — 2012
Bachelor of Arts (B.A.), Business/Commerce, General
Barclay Anderson's Northwestern Mutual Experience August 2013 - Present
Job Director of Development at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2013 - Present
Northwestern Mutual June 2012 - August 2013
Northwestern Mutual February 2011 - May 2012
Northwestern Mutual April 2009 - February 2012
Circuit City December 2007 - March 2009
Circuit City 2006 - 2007
Circuit City 2004 - 2006
Skills
Business Analysis, Business Planning, Team Building, Business Strategy, Business Management, Consultative Sales..., Coaching, Customer Service, Data Analysis, Employee Relations, Inventory Management, Team Leadership, Microsoft Office, Asset Protection, Internal Communications, Leadership Development, Microsoft Excel, Staff Development, Organizational..., Succession Planning, Management, New Business Development, Networking, Office Administration, Office Management, Project Management, Public Speaking, Quality Management, Risk Management, Sales Cycle Management, Sales Management, Sales Management..., Series 6, Social Media, Social Networking, Training, Virginia Life Health &..., Time Management, Marketing, Sales, Leadership, Strategy, CRM, Program Management, Cross-functional Team..., Strategic Financial..., Financial Planning
Education
University of Richmond - Robins School of Business 1998 — 2002
Marketing, Sales Management, Studio Art
Northwestern Mutual August 2013 - Present
Northwestern Mutual June 2012 - August 2013
Northwestern Mutual February 2011 - May 2012
Northwestern Mutual April 2009 - February 2012
Circuit City December 2007 - March 2009
Circuit City 2006 - 2007
Circuit City 2004 - 2006
Skills
Business Analysis, Business Planning, Team Building, Business Strategy, Business Management, Consultative Sales..., Coaching, Customer Service, Data Analysis, Employee Relations, Inventory Management, Team Leadership, Microsoft Office, Asset Protection, Internal Communications, Leadership Development, Microsoft Excel, Staff Development, Organizational..., Succession Planning, Management, New Business Development, Networking, Office Administration, Office Management, Project Management, Public Speaking, Quality Management, Risk Management, Sales Cycle Management, Sales Management, Sales Management..., Series 6, Social Media, Social Networking, Training, Virginia Life Health &..., Time Management, Marketing, Sales, Leadership, Strategy, CRM, Program Management, Cross-functional Team..., Strategic Financial..., Financial Planning
Education
University of Richmond - Robins School of Business 1998 — 2002
Marketing, Sales Management, Studio Art
Laurelle Byrne-Cody's Northwestern Mutual Experience March 2014 - September 2014
Job Student at the University of Rochester
Industry Financial Services
Experience
University of Rochester, Goergen Athletic Center August 2012 - Present
Northwestern Mutual March 2014 - September 2014
Cook and Morrow for Huntington Town Council June 2011 - May 2012
Skills
Microsoft Excel, Data Analysis, Public Speaking, Research, Teamwork, Management, Finance
Education
University of Rochester 2012 — 2016
Bachelor of Arts (BA), Economics Major with a minor in Legal Studies and Business
University of Rochester, Goergen Athletic Center August 2012 - Present
Northwestern Mutual March 2014 - September 2014
Cook and Morrow for Huntington Town Council June 2011 - May 2012
Skills
Microsoft Excel, Data Analysis, Public Speaking, Research, Teamwork, Management, Finance
Education
University of Rochester 2012 — 2016
Bachelor of Arts (BA), Economics Major with a minor in Legal Studies and Business
Matthew Tallett's Northwestern Mutual Experience December 2011 - June 2012
Job
Industry Food & Beverages
Experience
Anheuser-Busch November 2012 - Present
Anheuser-Busch January 2013 - May 2014
Anheuser-Busch September 2012 - May 2014
Northwestern Mutual December 2011 - June 2012
University of Rhode Island January 2011 - May 2011
Interfraternity Council at the University of Rhode Island October 2010 - May 2011
Robert Walsh Associates, LLC October 2006 - August 2008
Skills
Microsoft Office, Event Management, Fundraising, Public Speaking, Event Planning, PowerPoint, Word, Excel, Social Media, Facebook, Research, Whole Life, Term Life Insurance, Health Insurance, Long Term Care, Public Relations, Outlook, Social Networking, Customer Service, Microsoft Excel, Microsoft Word, Marketing, Time Management, Leadership, Sales, Marketing Strategy, Management, Social Media Marketing, Budgets, Advertising, Analysis, Teamwork
Education
University of Rhode Island 2007 — 2011
Bachelor of Arts, Communications
Anheuser-Busch November 2012 - Present
Anheuser-Busch January 2013 - May 2014
Anheuser-Busch September 2012 - May 2014
Northwestern Mutual December 2011 - June 2012
University of Rhode Island January 2011 - May 2011
Interfraternity Council at the University of Rhode Island October 2010 - May 2011
Robert Walsh Associates, LLC October 2006 - August 2008
Skills
Microsoft Office, Event Management, Fundraising, Public Speaking, Event Planning, PowerPoint, Word, Excel, Social Media, Facebook, Research, Whole Life, Term Life Insurance, Health Insurance, Long Term Care, Public Relations, Outlook, Social Networking, Customer Service, Microsoft Excel, Microsoft Word, Marketing, Time Management, Leadership, Sales, Marketing Strategy, Management, Social Media Marketing, Budgets, Advertising, Analysis, Teamwork
Education
University of Rhode Island 2007 — 2011
Bachelor of Arts, Communications
Devin Deverill's Northwestern Mutual Experience 2009 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2009 - Present
Education
University of San Diego
Economics, Philosophy
University of San Francisco
Saint Augustine High School
Nazareth
St Mary Magdalene
Northwestern Mutual 2009 - Present
Education
University of San Diego
Economics, Philosophy
University of San Francisco
Saint Augustine High School
Nazareth
St Mary Magdalene
Bryan David Defino, CPA Bryan David Defino, CPA's Northwestern Mutual Experience September 2009 - August 2010
Job Senior Manager at Kearney & Company
Industry Financial Services
Experience
Kearney & Company May 2015 - Present
Kearney & Company December 2013 - May 2015
Tetra Tech August 2010 - December 2013
Northwestern Mutual September 2009 - August 2010
KPMG LLP September 2008 - September 2009
KPMG LLP June 2007 - August 2007
Skills
Sarbanes-Oxley Act, Budgets, Auditing, Accounting, Internal Controls, Financial Analysis, Project Management, Process Improvement, Process Control, Program Management, US GAAP, FAS 157, Finance, Financial Statements, Cash Flow, Variance Analysis, GAAP, Financial Reporting, Internal Audit
Education
University of Virginia 2007 — 2008
MS, Accounting
University of Richmond - Robins School of Business 2003 — 2007
BSBA, Finance and Accounting
Kearney & Company May 2015 - Present
Kearney & Company December 2013 - May 2015
Tetra Tech August 2010 - December 2013
Northwestern Mutual September 2009 - August 2010
KPMG LLP September 2008 - September 2009
KPMG LLP June 2007 - August 2007
Skills
Sarbanes-Oxley Act, Budgets, Auditing, Accounting, Internal Controls, Financial Analysis, Project Management, Process Improvement, Process Control, Program Management, US GAAP, FAS 157, Finance, Financial Statements, Cash Flow, Variance Analysis, GAAP, Financial Reporting, Internal Audit
Education
University of Virginia 2007 — 2008
MS, Accounting
University of Richmond - Robins School of Business 2003 — 2007
BSBA, Finance and Accounting
Kai Tirrell Kai Tirrell's Northwestern Mutual Experience 2012 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2012 - Present
State Farm Insurance 2010 - 2012
Kapiolehua Lei Company 2009 - 2012
Northwestern Mutual Financial Network October 2007 - November 2008
Hawaii Club - USD February 2007 - May 2008
Education
University of San Diego 2006 — 2008
Bachelor of Business Administration (B.B.A.)
Kamehameha schools
Northwestern Mutual 2012 - Present
State Farm Insurance 2010 - 2012
Kapiolehua Lei Company 2009 - 2012
Northwestern Mutual Financial Network October 2007 - November 2008
Hawaii Club - USD February 2007 - May 2008
Education
University of San Diego 2006 — 2008
Bachelor of Business Administration (B.B.A.)
Kamehameha schools
Eric Van Der Hyde, CFP®, ChFC®, CLU®'s Northwestern Mutual Experience May 2007 - Present
Job Financial Advisor & Field Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2007 - Present
Education
University of Richmond 2004 — 2008
Northwestern Mutual May 2007 - Present
Education
University of Richmond 2004 — 2008
Robert Billingsley, J.D., CLU®, ChFC®, CLTC Robert Billingsley, J.D., CLU®, ChFC®, CLTC's Northwestern Mutual Experience February 2010 - Present
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual February 2010 - Present
Northwestern Mutual Financial Network 2001 - February 2010
ING Financial Partners September 1996 - August 2001
Hirschler Fleischer August 1987 - July 1996
McGuireWoods September 1981 - August 1987
U.S. District Judge James Turk August 1980 - August 1981
Education
University of Richmond School of Law 1977 — 1980
J.D., Law
The College of William and Mary 1972 — 1976
Bachelor's Degree, Government
Northwestern Mutual February 2010 - Present
Northwestern Mutual Financial Network 2001 - February 2010
ING Financial Partners September 1996 - August 2001
Hirschler Fleischer August 1987 - July 1996
McGuireWoods September 1981 - August 1987
U.S. District Judge James Turk August 1980 - August 1981
Education
University of Richmond School of Law 1977 — 1980
J.D., Law
The College of William and Mary 1972 — 1976
Bachelor's Degree, Government
Tomo Mitani Tomo Mitani's Northwestern Mutual Experience January 2005 - Present
Job Field Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2005 - Present
Roberts Mitani LLC January 2000 - August 2004
Skills
Estate Planning, Insurance, Retirement Planning, Life Insurance, Investments, 401k, Series 7
Education
University of Rhode Island - College of Business Administration 2000 — 2004
Northwestern Mutual January 2005 - Present
Roberts Mitani LLC January 2000 - August 2004
Skills
Estate Planning, Insurance, Retirement Planning, Life Insurance, Investments, 401k, Series 7
Education
University of Rhode Island - College of Business Administration 2000 — 2004
Will Klingner's Northwestern Mutual Experience May 2014 - September 2014
Job Financial Representative Intern at Northwestern Mutual, Student at University of Richmond
Industry Financial Services
Experience
Northwestern Mutual May 2014 - September 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Skills
Financial Analysis, Portfolio Management, Leadership, Microsoft Excel, Time Management, Microsoft Office, Retirement Planning, Life Insurance, Health Insurance, Strategic Financial..., Client Relations Skills, Entrepreneurship, New Business Development, Wealth Management, Insurance
Education
University of Richmond 2013 — 2017
Greenwich High School
Northwestern Mutual May 2014 - September 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Skills
Financial Analysis, Portfolio Management, Leadership, Microsoft Excel, Time Management, Microsoft Office, Retirement Planning, Life Insurance, Health Insurance, Strategic Financial..., Client Relations Skills, Entrepreneurship, New Business Development, Wealth Management, Insurance
Education
University of Richmond 2013 — 2017
Greenwich High School
William Pimentel's Northwestern Mutual Experience August 2010 - December 2010
Job Manager of Client Accounting at AlphaSimplex Group
Industry Financial Services
Experience
AlphaSimplex Group March 2015 - Present
AlphaSimplex Group October 2012 - Present
State Street March 2012 - October 2012
State Street May 2011 - March 2012
Graduate Leverage March 2011 - March 2011
Northwestern Mutual August 2010 - December 2010
2010: Burke & Associates June 2010 - August 2010
Skills
Excel, Bookkeeping, Problem Solving, Accounting, Tax, Insurance, Small Business, Financial Reporting, Finance, Financial Analysis, Journal Entries, Bank Reconciliation, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Social Networking, Customer Service, Public Speaking, Financial Modeling
Education
University of Rhode Island 2006 — 2010
Bachelors, Accounting
AlphaSimplex Group March 2015 - Present
AlphaSimplex Group October 2012 - Present
State Street March 2012 - October 2012
State Street May 2011 - March 2012
Graduate Leverage March 2011 - March 2011
Northwestern Mutual August 2010 - December 2010
2010: Burke & Associates June 2010 - August 2010
Skills
Excel, Bookkeeping, Problem Solving, Accounting, Tax, Insurance, Small Business, Financial Reporting, Finance, Financial Analysis, Journal Entries, Bank Reconciliation, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Social Networking, Customer Service, Public Speaking, Financial Modeling
Education
University of Rhode Island 2006 — 2010
Bachelors, Accounting
Dave Hurt's Northwestern Mutual Experience October 2009 - April 2010
Job Partner, Prototype1
Industry Information Technology and Services
Experience
Prototype1 July 2014 - Present
ONOSYS Online Ordering January 2013 - December 2014
ONOSYS Online Ordering June 2012 - January 2013
ONOSYS Online Ordering November 2011 - May 2012
ONOSYS Online Ordering September 2011 - November 2011
NVISION, division of North American Corporation October 2010 - September 2011
Spier Wines June 2010 - August 2010
University of San Diego August 2008 - May 2010
Northwestern Mutual October 2009 - April 2010
North American Paper Corporation May 2007 - August 2009
Skills
Analysis, Customer Relations, PowerPoint, Word, Excel, Customer Service, Outlook, Social Media, Microsoft Office, Public Speaking, Strategic Planning, Process Improvement, Team Building, Microsoft Excel
Education
University of San Diego 2006 — 2010
Bachelor of Arts, Honors in Economics, Business Administration
Prototype1 July 2014 - Present
ONOSYS Online Ordering January 2013 - December 2014
ONOSYS Online Ordering June 2012 - January 2013
ONOSYS Online Ordering November 2011 - May 2012
ONOSYS Online Ordering September 2011 - November 2011
NVISION, division of North American Corporation October 2010 - September 2011
Spier Wines June 2010 - August 2010
University of San Diego August 2008 - May 2010
Northwestern Mutual October 2009 - April 2010
North American Paper Corporation May 2007 - August 2009
Skills
Analysis, Customer Relations, PowerPoint, Word, Excel, Customer Service, Outlook, Social Media, Microsoft Office, Public Speaking, Strategic Planning, Process Improvement, Team Building, Microsoft Excel
Education
University of San Diego 2006 — 2010
Bachelor of Arts, Honors in Economics, Business Administration
Hogan Matson's Northwestern Mutual Experience December 2009 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2009 - Present
College Pro Painters January 2007 - August 2009
Education
University of Saint Mary 2005 — 2009
Bachlors, Business Adminstration
Northwestern Mutual December 2009 - Present
College Pro Painters January 2007 - August 2009
Education
University of Saint Mary 2005 — 2009
Bachlors, Business Adminstration
Robert P. Caraveo Robert P. Caraveo'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 San Diego 2006 — 2009
Bachelors, Business Administration
Northwestern Mutual May 2009 - Present
Education
University of San Diego 2006 — 2009
Bachelors, Business Administration
Edward Kahovec III Edward Kahovec III's Northwestern Mutual Experience Assistant Baseball CoachUniversity of Rochester2008 - Present
Job Financial Representative with Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Assistant Baseball CoachUniversity of Rochester2008 - Present
Erbach Grasshopppers Baseball May 2008 - October 2008
Education
University of Rochester
Northwestern Mutual Assistant Baseball CoachUniversity of Rochester2008 - Present
Erbach Grasshopppers Baseball May 2008 - October 2008
Education
University of Rochester
Whit Day, CLU, CLTC Whit Day, CLU, CLTC's Northwestern Mutual Experience July 2004 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2004 - Present
Skills
Finance, Retirement Planning, Strategic Financial..., Series 7, Investments, Estate Planning, Fixed Annuities, Insurance, Retirement, Disability Insurance, Long-term Care, Asset Allocation, Wealth Management, Financial Analysis
Education
University of Richmond - Robins School of Business 1972 — 1976
Bachelor of Science (BS), Business Administration and Management, General
Northwestern Mutual July 2004 - Present
Skills
Finance, Retirement Planning, Strategic Financial..., Series 7, Investments, Estate Planning, Fixed Annuities, Insurance, Retirement, Disability Insurance, Long-term Care, Asset Allocation, Wealth Management, Financial Analysis
Education
University of Richmond - Robins School of Business 1972 — 1976
Bachelor of Science (BS), Business Administration and Management, General
Garrett Slate Garrett Slate's Northwestern Mutual Experience February 2013 - August 2013
Job Legal Intern at Merced Country District Attorney's Office
Industry Law Practice
Experience
Merced Country District Attorney's Office May 2015 - Present
Fat Sal's Deli September 2013 - January 2015
Lincoln Heritage - AWG Financial September 2013 - December 2014
Northwestern Mutual February 2013 - August 2013
Outback Steakhouse February 2012 - September 2012
Merced County District Attorney's Office May 2011 - September 2011
Skills
Creative Problem Solving, Marketing Strategy, Project Management, Legal Documents, Communication, Microsoft Excel, PowerPoint, Recruiting, Social Media, Budget Management, Adobe Premiere, Microsoft Word, Customer Service, Research, Photoshop, Teamwork, Public Speaking, Microsoft Office, SPSS, Self-management, Negotiation, Facebook
Education
University of San Diego 2010 — 2015
Bachelor’s Degree, Business Administration and Management, General
Merced Country District Attorney's Office May 2015 - Present
Fat Sal's Deli September 2013 - January 2015
Lincoln Heritage - AWG Financial September 2013 - December 2014
Northwestern Mutual February 2013 - August 2013
Outback Steakhouse February 2012 - September 2012
Merced County District Attorney's Office May 2011 - September 2011
Skills
Creative Problem Solving, Marketing Strategy, Project Management, Legal Documents, Communication, Microsoft Excel, PowerPoint, Recruiting, Social Media, Budget Management, Adobe Premiere, Microsoft Word, Customer Service, Research, Photoshop, Teamwork, Public Speaking, Microsoft Office, SPSS, Self-management, Negotiation, Facebook
Education
University of San Diego 2010 — 2015
Bachelor’s Degree, Business Administration and Management, General
Kevin M. Hon's Northwestern Mutual Experience
Job Financial Advisor at Northwestern Mutual
Industry Investment Management
Experience
Northwestern Mutual
Skills
Leadership, Interpersonal..., Registered Investment..., Life Insurance, Disability Insurance, Long Term Care Insurance, Asset Allocation, Financial Services, Finance
Education
University of Rochester 2001 — 2005
Bachelor of Arts (BA), Psychology
Stuyvesant High School 1997 — 2001
Northwestern Mutual
Skills
Leadership, Interpersonal..., Registered Investment..., Life Insurance, Disability Insurance, Long Term Care Insurance, Asset Allocation, Financial Services, Finance
Education
University of Rochester 2001 — 2005
Bachelor of Arts (BA), Psychology
Stuyvesant High School 1997 — 2001
Jonathan Lehman's Northwestern Mutual Experience
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Retirement, Life Insurance, Disability Insurance, Investments, Mutual Funds, Insurance, Long Term Care Insurance, Wealth Management, Long-term Care, Financial Analysis, Estate Planning, Securities, Wealth Accumulation, IRAs, Finance
Education
University of Saint Francis
Northwestern Mutual
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Retirement, Life Insurance, Disability Insurance, Investments, Mutual Funds, Insurance, Long Term Care Insurance, Wealth Management, Long-term Care, Financial Analysis, Estate Planning, Securities, Wealth Accumulation, IRAs, Finance
Education
University of Saint Francis
Emily Hammett's Northwestern Mutual Experience May 2012 - February 2015
Job Owner at Club Pilates Villa Park
Industry Health, Wellness and Fitness
Experience
Club Pilates Villa Park October 2014 - Present
Northwestern Mutual May 2012 - February 2015
SAIC September 2010 - May 2012
Ernst & Young September 2009 - September 2010
SAIC 2008 - 2009
Grant Thornton LLP July 2008 - August 2008
Northwestern Mutual 2007 - 2008
Education
University of San Diego 2005 — 2009
Bachelor's degree, Accounting
University of San Diego 2005 — 2009
Master of Science, Taxation
Club Pilates Villa Park October 2014 - Present
Northwestern Mutual May 2012 - February 2015
SAIC September 2010 - May 2012
Ernst & Young September 2009 - September 2010
SAIC 2008 - 2009
Grant Thornton LLP July 2008 - August 2008
Northwestern Mutual 2007 - 2008
Education
University of San Diego 2005 — 2009
Bachelor's degree, Accounting
University of San Diego 2005 — 2009
Master of Science, Taxation
Chaz Kramer Chaz Kramer's Northwestern Mutual Experience February 2012 - March 2013
Job Product Manager Key Accounts, Cloud Systems & Solutions at Seagate Technology
Industry Computer Hardware
Experience
Seagate Technology June 2014 - Present
Seagate Technology June 2013 - June 2014
Northwestern Mutual February 2012 - March 2013
University of Colorado at Boulder June 2008 - December 2011
University of Colorado at Boulder 2011 - 2011
Skills
Marketing Strategy, Product Management, Business Development, Program Management, Strategic Partnerships, Financial Analysis, Leadership, Strategic Alliances, Business Analysis, Technical Marketing, Product Development, Microsoft Excel, Microsoft Office, PowerPoint, Contract Negotiation, Research, Data Analysis, Market Research
Education
University of Puget Sound 2007 — 2011
Bachelors, Business and Leadership
Seagate Technology June 2014 - Present
Seagate Technology June 2013 - June 2014
Northwestern Mutual February 2012 - March 2013
University of Colorado at Boulder June 2008 - December 2011
University of Colorado at Boulder 2011 - 2011
Skills
Marketing Strategy, Product Management, Business Development, Program Management, Strategic Partnerships, Financial Analysis, Leadership, Strategic Alliances, Business Analysis, Technical Marketing, Product Development, Microsoft Excel, Microsoft Office, PowerPoint, Contract Negotiation, Research, Data Analysis, Market Research
Education
University of Puget Sound 2007 — 2011
Bachelors, Business and Leadership
Francesco Martinovic Francesco Martinovic's Northwestern Mutual Experience June 2015 - Present
Job Student at University of Richmond
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Parks and Recreation/Family YMCA April 2013 - August 2014
Skills
Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Economics, Microsoft Office, Social Media, Social Networking, Leadership, Teaching, Teamwork, English, Photoshop
Education
University of Richmond 2013 — 2017
Bachelor's Degree, Business/Managerial Economics
Northwestern Mutual June 2015 - Present
Parks and Recreation/Family YMCA April 2013 - August 2014
Skills
Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Economics, Microsoft Office, Social Media, Social Networking, Leadership, Teaching, Teamwork, English, Photoshop
Education
University of Richmond 2013 — 2017
Bachelor's Degree, Business/Managerial Economics
Andrew Blazar's Northwestern Mutual Experience May 2007 - July 2008
Job Math Teacher and Basketball Coach
Industry Sports
Experience
Henrico County Public Schools November 2010 - Present
Team Richmond AAU February 2010 - August 2012
The Steward School June 2009 - August 2011
Northwestern Mutual May 2007 - July 2008
Key Bank May 2006 - September 2006
Cleveland Browns June 2005 - September 2005
Cleveland Indians April 2004 - August 2004
Education
University of Richmond 2009 — 2010
Teacher Licensure Preparation Program
University of Richmond 2004 — 2008
BS, Business Administration and Finance
University of Richmond - Robins School of Business 2004 — 2008
BS- Business Administration, Finance
Henrico County Public Schools November 2010 - Present
Team Richmond AAU February 2010 - August 2012
The Steward School June 2009 - August 2011
Northwestern Mutual May 2007 - July 2008
Key Bank May 2006 - September 2006
Cleveland Browns June 2005 - September 2005
Cleveland Indians April 2004 - August 2004
Education
University of Richmond 2009 — 2010
Teacher Licensure Preparation Program
University of Richmond 2004 — 2008
BS, Business Administration and Finance
University of Richmond - Robins School of Business 2004 — 2008
BS- Business Administration, Finance
Daniel Foss, ChFC, CLU's Northwestern Mutual Experience May 1996 - Present
Job Financial Advisor with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 1996 - Present
Education
University of San Francisco 1993 — 1995
BA, Finance
Northwestern Mutual May 1996 - Present
Education
University of San Francisco 1993 — 1995
BA, Finance
Valerie Welton's Northwestern Mutual Experience October 2011 - September 2012
Job Underwriting Service Manager at James River Insurance Company
Industry Insurance
Experience
James River Insurance Company December 2012 - Present
James River Insurance Company August 2012 - December 2012
Northwestern Mutual October 2011 - September 2012
James River Insurance Company June 2011 - October 2011
James River Insurance Company November 2010 - June 2011
Capital One November 2009 - November 2010
Bank of America November 2003 - April 2009
Bank of America June 1995 - October 2003
Bank of America July 1994 - June 1995
Bank of America June 1989 - July 1994
Skills
Banking, Credit, Loans, Customer Service, Small Business Lending, Mortgage Lending, Underwriting, Sales, Management, Insurance, Finance, Portfolio Management, Commercial Banking, Call Centers, Team Building, Series 7, Process Improvement, Access, Consumer Lending, Employee Benefits, Loan Origination, Training, Small Business, Financial Services, Marketing, Credit Cards, Professional Liability, Commercial Lending, Leadership, Wealth Management, Financial Analysis, Budgets, Analysis, Outlook, Risk Management, General Insurance, Mortgage Banking, Retirement Planning, Retail Banking, Selling, Strategic Financial..., Relationship Management, Negotiation, Life Insurance, Coaching, Investments, Credit Analysis, Claim, Strategic Planning, Microsoft Excel
Education
University of Richmond 1992 — 1994
James River Insurance Company December 2012 - Present
James River Insurance Company August 2012 - December 2012
Northwestern Mutual October 2011 - September 2012
James River Insurance Company June 2011 - October 2011
James River Insurance Company November 2010 - June 2011
Capital One November 2009 - November 2010
Bank of America November 2003 - April 2009
Bank of America June 1995 - October 2003
Bank of America July 1994 - June 1995
Bank of America June 1989 - July 1994
Skills
Banking, Credit, Loans, Customer Service, Small Business Lending, Mortgage Lending, Underwriting, Sales, Management, Insurance, Finance, Portfolio Management, Commercial Banking, Call Centers, Team Building, Series 7, Process Improvement, Access, Consumer Lending, Employee Benefits, Loan Origination, Training, Small Business, Financial Services, Marketing, Credit Cards, Professional Liability, Commercial Lending, Leadership, Wealth Management, Financial Analysis, Budgets, Analysis, Outlook, Risk Management, General Insurance, Mortgage Banking, Retirement Planning, Retail Banking, Selling, Strategic Financial..., Relationship Management, Negotiation, Life Insurance, Coaching, Investments, Credit Analysis, Claim, Strategic Planning, Microsoft Excel
Education
University of Richmond 1992 — 1994
Deborah Fair's Northwestern Mutual Experience September 2014 - Present
Job Associate Director of Network Office Supervision at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2014 - Present
AXA Advisors July 2013 - September 2014
Morgan Stanley Smith Barney April 2010 - January 2012
Merrill Lynch February 2007 - April 2010
Merrill Lynch January 2004 - February 2007
Skills
Series 7, Series 66, Series 3, Series9/10, Series 31, Securities, Investments, Wealth Management, Mutual Funds
Education
University of Rhode Island 1988 — 1992
Northwestern Mutual September 2014 - Present
AXA Advisors July 2013 - September 2014
Morgan Stanley Smith Barney April 2010 - January 2012
Merrill Lynch February 2007 - April 2010
Merrill Lynch January 2004 - February 2007
Skills
Series 7, Series 66, Series 3, Series9/10, Series 31, Securities, Investments, Wealth Management, Mutual Funds
Education
University of Rhode Island 1988 — 1992
Michael Matone, CLU, ChFC's Northwestern Mutual Experience 1974 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 1974 - Present
Education
University of Rhode Island - College of Business Administration 1970 — 1974
B.S., Management
Northwestern Mutual 1974 - Present
Education
University of Rhode Island - College of Business Administration 1970 — 1974
B.S., Management
Matthew Pontecorvo's Northwestern Mutual Experience March 2008 - July 2012
Job Regional Marketing Director for Lincoln Moneyguard Solutions at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group February 2014 - Present
Advantage Insurance Network July 2012 - Present
Advantage Insurance Network, Inc. 2012 - 2014
Northwestern Mutual March 2008 - July 2012
BNI 2009 - 2011
BNI 2009 - 2011
Business Networking International 2009 - 2010
Education
University of Rhode Island 2003 — 2007
Bachelors, Communications
Lincoln Financial Group February 2014 - Present
Advantage Insurance Network July 2012 - Present
Advantage Insurance Network, Inc. 2012 - 2014
Northwestern Mutual March 2008 - July 2012
BNI 2009 - 2011
BNI 2009 - 2011
Business Networking International 2009 - 2010
Education
University of Rhode Island 2003 — 2007
Bachelors, Communications
Dani McLeod's Northwestern Mutual Experience June 2010 - August 2013
Job Client Relations Professional
Industry Financial Services
Experience
Northwestern Mutual June 2010 - August 2013
Northwestern Mutual August 2005 - May 2010
AXA Advisors April 2005 - August 2005
AXA Advisors March 2003 - March 2005
The New Yorker March 2001 - January 2003
Linebarger Chiropractic August 1998 - August 2000
Catalyst Inc. May 1997 - August 1998
Professional Sports Publications May 1996 - May 1997
Connecticut Magazine August 1994 - May 1996
Skills
Customer Service, Education Funding, Outlook, Analysis, Investments, Strategic Planning, Financial Services, Risk Management, Wealth Management
Education
University of Rhode Island
Bachelor's Degree, English Literature
Northwestern Mutual June 2010 - August 2013
Northwestern Mutual August 2005 - May 2010
AXA Advisors April 2005 - August 2005
AXA Advisors March 2003 - March 2005
The New Yorker March 2001 - January 2003
Linebarger Chiropractic August 1998 - August 2000
Catalyst Inc. May 1997 - August 1998
Professional Sports Publications May 1996 - May 1997
Connecticut Magazine August 1994 - May 1996
Skills
Customer Service, Education Funding, Outlook, Analysis, Investments, Strategic Planning, Financial Services, Risk Management, Wealth Management
Education
University of Rhode Island
Bachelor's Degree, English Literature
Josh Baldwin's Northwestern Mutual Experience January 2006 - July 2006
Job Bartender at Time Restaurant
Industry Banking
Experience
Time Restaurant October 2009 - Present
Wachovia Bank August 2006 - February 2009
Northwestern Mutual January 2006 - July 2006
Education
University of Rhode Island - College of Business Administration 1998 — 2003
BS, Finance & Marketing
Time Restaurant October 2009 - Present
Wachovia Bank August 2006 - February 2009
Northwestern Mutual January 2006 - July 2006
Education
University of Rhode Island - College of Business Administration 1998 — 2003
BS, Finance & Marketing
Amanda Theis's Northwestern Mutual Experience December 2011 - July 2012
Job Associate Financial Representative
Industry Financial Services
Experience
Northwestern Mutual December 2011 - July 2012
Cox Communications December 2009 - December 2010
Cox Communications May 2009 - November 2009
University of San Diego May 2008 - May 2009
Skills
Microsoft Excel, PowerPoint
Education
University of San Diego 2006 — 2010
Bachelor, Spanish, Leadership, Management
Northwestern Mutual December 2011 - July 2012
Cox Communications December 2009 - December 2010
Cox Communications May 2009 - November 2009
University of San Diego May 2008 - May 2009
Skills
Microsoft Excel, PowerPoint
Education
University of San Diego 2006 — 2010
Bachelor, Spanish, Leadership, Management
David Georgenson's Northwestern Mutual Experience September 1989 - April 2001
Job Experienced Talent Management Consultant and Executive Coach
Industry Human Resources
Experience
MRA October 2007 - Present
Directional Leadership Group, LLC May 2001 - Present
American Cancer Society 2002 - 2007
Right Management 2002 - 2005
Northwestern Mutual September 1989 - April 2001
Learning International July 1980 - September 1989
Development Dimensions International 1978 - 1980
Skills
Organizational..., Talent Management, Performance Management, Coaching, Leadership Development, Executive Coaching, Leadership, Change Management, Training, Management
Education
Hudson Institute 1995 — 1997
Coaching Certification
University of Rochester
BS, MS, Adult education, Industrial Psy.
MRA October 2007 - Present
Directional Leadership Group, LLC May 2001 - Present
American Cancer Society 2002 - 2007
Right Management 2002 - 2005
Northwestern Mutual September 1989 - April 2001
Learning International July 1980 - September 1989
Development Dimensions International 1978 - 1980
Skills
Organizational..., Talent Management, Performance Management, Coaching, Leadership Development, Executive Coaching, Leadership, Change Management, Training, Management
Education
Hudson Institute 1995 — 1997
Coaching Certification
University of Rochester
BS, MS, Adult education, Industrial Psy.
Amanda Houle's Northwestern Mutual Experience 2006 - 2006
Job Client Manager III at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments January 2012 - November 2012
Fidelity Investments January 2011 - January 2012
Fidelity Investments November 2009 - December 2010
Putnam Investments November 2007 - October 2009
Northwestern Mutual 2006 - 2006
Skills
Series 7, Securities, Retirement, Finance, Mutual Funds, Wealth Management, 401k, Retirement Planning
Education
University of Rhode Island - College of Business Administration 2004 — 2007
Bachelor of Science in Business Administration, Finance
Fidelity Investments November 2012 - Present
Fidelity Investments January 2012 - November 2012
Fidelity Investments January 2011 - January 2012
Fidelity Investments November 2009 - December 2010
Putnam Investments November 2007 - October 2009
Northwestern Mutual 2006 - 2006
Skills
Series 7, Securities, Retirement, Finance, Mutual Funds, Wealth Management, 401k, Retirement Planning
Education
University of Rhode Island - College of Business Administration 2004 — 2007
Bachelor of Science in Business Administration, Finance
John P. Schneider Jr's Northwestern Mutual Experience September 2009 - December 2009
Job Project Manager at General Atomics
Industry Defense & Space
Experience
General Atomics November 2012 - Present
General Atomics July 2010 - March 2013
Internet Marketing Inc. January 2010 - May 2010
Northwestern Mutual September 2009 - December 2009
Skills
Aerospace, Earned Value Management, Program Management, Project Management, Government Contracting, Cross-functional Team..., Leadership, DoD, FAR, Integration, Microsoft Excel, Microsoft Office, Microsoft Word, Process Improvement, PowerPoint, Proposal Writing, Public Speaking, Systems Engineering, Visio, Social Networking, Security Clearance
Education
University of San Diego 2008 — 2010
General Atomics November 2012 - Present
General Atomics July 2010 - March 2013
Internet Marketing Inc. January 2010 - May 2010
Northwestern Mutual September 2009 - December 2009
Skills
Aerospace, Earned Value Management, Program Management, Project Management, Government Contracting, Cross-functional Team..., Leadership, DoD, FAR, Integration, Microsoft Excel, Microsoft Office, Microsoft Word, Process Improvement, PowerPoint, Proposal Writing, Public Speaking, Systems Engineering, Visio, Social Networking, Security Clearance
Education
University of San Diego 2008 — 2010
Christopher Banuelos's Northwestern Mutual Experience May 2010 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2010 - Present
Walgreens January 2007 - August 2009
Education
University of San Francisco 2009 — 2013
B.S., Business Administration with an emphasis in Finance
Northwestern Mutual May 2010 - Present
Walgreens January 2007 - August 2009
Education
University of San Francisco 2009 — 2013
B.S., Business Administration with an emphasis in Finance
Austin McKissock's Northwestern Mutual Experience 2009 - 2011
Job Helping Organization better understand opportunities in the Emerging Markets
Industry Information Services
Experience
EMIS - Emerging Markets Intelligence Service 2014 - Present
GlobalData 2014 - 2014
Frost & Sullivan 2013 - 2014
Datamonitor Consumer 2012 - 2013
JG Wentworth 2011 - 2012
Northwestern Mutual 2009 - 2011
University of Richmond August 2008 - May 2010
Skills
Sales, Market Research, New Business Development, Lead Generation, Finance, Strategic Planning, Financial Modeling, Financial Analysis, Salesforce.com, Business Strategy, PowerPoint, Microsoft Excel, Public Speaking, Analysis, Social Media, Microsoft Office, B2B, Glance, Analytics, Portfolio Management, Risk Management, Microsoft Word, Insurance, Cold Calling, Series 63, WebEx, Strategy, Renewable Energy, Alternative Energy, Business Development, Sales Process, Market Analysis, Competitive Analysis, Access
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Finance and Entrepreneurship
University of Richmond 2006 — 2010
BSBA, Finance and Entrepreneurship
Gilman School 2000 — 2006
Prep School
EMIS - Emerging Markets Intelligence Service 2014 - Present
GlobalData 2014 - 2014
Frost & Sullivan 2013 - 2014
Datamonitor Consumer 2012 - 2013
JG Wentworth 2011 - 2012
Northwestern Mutual 2009 - 2011
University of Richmond August 2008 - May 2010
Skills
Sales, Market Research, New Business Development, Lead Generation, Finance, Strategic Planning, Financial Modeling, Financial Analysis, Salesforce.com, Business Strategy, PowerPoint, Microsoft Excel, Public Speaking, Analysis, Social Media, Microsoft Office, B2B, Glance, Analytics, Portfolio Management, Risk Management, Microsoft Word, Insurance, Cold Calling, Series 63, WebEx, Strategy, Renewable Energy, Alternative Energy, Business Development, Sales Process, Market Analysis, Competitive Analysis, Access
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Finance and Entrepreneurship
University of Richmond 2006 — 2010
BSBA, Finance and Entrepreneurship
Gilman School 2000 — 2006
Prep School
Krissana Allen's Northwestern Mutual Experience May 2010 - Present
Job Fiancial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2010 - Present
Education
University of Rhode Island - College of Business Administration
Business, Spanish
Northwestern Mutual May 2010 - Present
Education
University of Rhode Island - College of Business Administration
Business, Spanish
Aaron McPherson's Northwestern Mutual Experience October 2013 - March 2014
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Ultimate DIY Guy LLC August 2012 - Present
Northwestern Mutual October 2013 - March 2014
Abbott Molecular March 2011 - September 2013
MedImmune December 2010 - April 2011
Cognate Bioservices, Inc April 2008 - July 2009
Lash Group May 2007 - June 2007
Governor's Office of Emergency Services June 2006 - January 2007
Crossroads Café October 2003 - October 2006
Skills
GMP, GLP, Sop, Cell, Manufacturing, Management, Aseptic Technique, Research, Laboratory, Biotechnology, FDA, Lifesciences, Quality System, Software Documentation, Access, Teamwork, Training, Custom Furniture, Woodworking, Welding, Metal Fabrication, Social Networking, Social Media Marketing, AutoCAD, CAD, Interior Design, Product Design, Project Management
Education
University of San Francisco 2003 — 2007
B.S., Biology
Ultimate DIY Guy LLC August 2012 - Present
Northwestern Mutual October 2013 - March 2014
Abbott Molecular March 2011 - September 2013
MedImmune December 2010 - April 2011
Cognate Bioservices, Inc April 2008 - July 2009
Lash Group May 2007 - June 2007
Governor's Office of Emergency Services June 2006 - January 2007
Crossroads Café October 2003 - October 2006
Skills
GMP, GLP, Sop, Cell, Manufacturing, Management, Aseptic Technique, Research, Laboratory, Biotechnology, FDA, Lifesciences, Quality System, Software Documentation, Access, Teamwork, Training, Custom Furniture, Woodworking, Welding, Metal Fabrication, Social Networking, Social Media Marketing, AutoCAD, CAD, Interior Design, Product Design, Project Management
Education
University of San Francisco 2003 — 2007
B.S., Biology
robert aldredge's Northwestern Mutual Experience October 2010 - February 2011
Job Director of Marketing
Industry Insurance
Experience
ASUREA November 2011 - Present
Asurea Financial Services January 2011 - Present
Farmers Insurance Group February 2010 - November 2011
Northwestern Mutual October 2010 - February 2011
Northwestern Mutual October 2009 - March 2010
Abercrombie & Fitch Co May 2004 - November 2006
Education
University of Sacramento 2006 — 2009
bachelors, business emphasis marketing/advertising
Sacramento State University
Bachelor of Arts, Business; Marketing/Advertising
ASUREA November 2011 - Present
Asurea Financial Services January 2011 - Present
Farmers Insurance Group February 2010 - November 2011
Northwestern Mutual October 2010 - February 2011
Northwestern Mutual October 2009 - March 2010
Abercrombie & Fitch Co May 2004 - November 2006
Education
University of Sacramento 2006 — 2009
bachelors, business emphasis marketing/advertising
Sacramento State University
Bachelor of Arts, Business; Marketing/Advertising
Jonathan Esposito's Northwestern Mutual Experience September 1995 - September 2010
Job Financial Representative New England Financial Group
Industry Financial Services
Experience
New England Financial Group October 2010 - Present
Northwestern Mutual September 1995 - September 2010
Education
University of Rhode Island
Accounting and Finance
New England Financial Group October 2010 - Present
Northwestern Mutual September 1995 - September 2010
Education
University of Rhode Island
Accounting and Finance
Brannigan Judge's Northwestern Mutual Experience July 2008 - January 2009
Job Wealth Management Advisor, TIAACREF
Industry Financial Services
Experience
Santander Investment Securities Inc December 2014 - Present
HSBC Securities October 2012 - July 2014
Citigroup February 2010 - October 2011
Pinnacle Investments January 2009 - July 2009
Northwestern Mutual July 2008 - January 2009
Ameriprise Financial July 2007 - January 2008
Skills
Investments, Portfolio Management, Asset Managment, Series 7, Asset Allocation, Retirement Planning, Capital Markets, Financial Markets, Financial Advisory, Estate Planning, Uniform Combined State..., Insurance, Equities, Asset Management, Finance, Fixed Income, Financial Planning
Education
University of Rochester - Simon Business School 2011 — 2012
Master's of Science, Finance
St. John Fisher College 2003 — 2007
B.S, Management
Santander Investment Securities Inc December 2014 - Present
HSBC Securities October 2012 - July 2014
Citigroup February 2010 - October 2011
Pinnacle Investments January 2009 - July 2009
Northwestern Mutual July 2008 - January 2009
Ameriprise Financial July 2007 - January 2008
Skills
Investments, Portfolio Management, Asset Managment, Series 7, Asset Allocation, Retirement Planning, Capital Markets, Financial Markets, Financial Advisory, Estate Planning, Uniform Combined State..., Insurance, Equities, Asset Management, Finance, Fixed Income, Financial Planning
Education
University of Rochester - Simon Business School 2011 — 2012
Master's of Science, Finance
St. John Fisher College 2003 — 2007
B.S, Management
Sandy Arami's Northwestern Mutual Experience June 2012 - July 2012
Job Staff Accountant at Guild Mortgage
Industry Higher Education
Experience
La Jolla Tennis Club January 2014 - Present
Guild Mortgage May 2014 - Present
LPL Financial June 2013 - April 2014
University of San Diego September 2009 - May 2013
Northwestern Mutual June 2012 - July 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Social Media, Student Leadership, Photoshop
Education
University of San Diego 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
La Jolla High School 2005 — 2009
La Jolla Tennis Club January 2014 - Present
Guild Mortgage May 2014 - Present
LPL Financial June 2013 - April 2014
University of San Diego September 2009 - May 2013
Northwestern Mutual June 2012 - July 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Social Media, Student Leadership, Photoshop
Education
University of San Diego 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
La Jolla High School 2005 — 2009
Christina Chun's Northwestern Mutual Experience May 2012 - Present
Job Registrar Assistant at the University of Puget Sound Registrar Office
Industry Financial Services
Experience
Northwestern Mutual May 2012 - Present
University of Puget Sound January 2011 - Present
Skills
Retirement Planning, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Variable Products, Retirement, Life Insurance, IRAs, Series 7, Series 6, Series 63, Long-term Care, Key Person Insurance, Roth IRA, College Savings Plans, Strategic Financial...
Education
University of Puget Sound 2010 — 2014
Business with an International Emphasis
Maryknoll High School 2006 — 2010
Northwestern Mutual May 2012 - Present
University of Puget Sound January 2011 - Present
Skills
Retirement Planning, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Variable Products, Retirement, Life Insurance, IRAs, Series 7, Series 6, Series 63, Long-term Care, Key Person Insurance, Roth IRA, College Savings Plans, Strategic Financial...
Education
University of Puget Sound 2010 — 2014
Business with an International Emphasis
Maryknoll High School 2006 — 2010
Ellen Kendall's Northwestern Mutual Experience January 2015 - Present
Job Northwestern Mutual
Industry Public Relations and Communications
Experience
Northwestern Mutual January 2015 - Present
Northwestern Mutual February 2014 - 2015
NAS July 2012 - October 2013
The J October 2008 - October 2011
Bank Mutual July 2003 - October 2008
Skills
Marketing Strategy, Branding & Identity, Cross Channel Marketing, Project Management, Strategic Planning, Event Management, Creative Writing, Graphics, Community Outreach, Brochures, Copy Editing, Tourism, Leadership Development, Proposal Writing, Flyers, Print Ads, LED Displays, Research, Brand Awareness, Public/private..., Strategic Partnerships, Non-profit Board..., Nonprofits, Budget Process, Budget Forecasts, Budget Reconciliation, Social Media Marketing, Media Relations, Media Buying, Trade Shows, Trade Show Graphics, Budgets, Brand Development, Marketing, Marketing Communications, Newsletters, Public Relations
Education
University of Wisconsin-Madison
Bachelor of Arts (BA), Political Science and International Relations
University of San Diego
Paralegal Degree
Series 6 Securities License
University of San Diego
Paralegal Degree
Northwestern Mutual January 2015 - Present
Northwestern Mutual February 2014 - 2015
NAS July 2012 - October 2013
The J October 2008 - October 2011
Bank Mutual July 2003 - October 2008
Skills
Marketing Strategy, Branding & Identity, Cross Channel Marketing, Project Management, Strategic Planning, Event Management, Creative Writing, Graphics, Community Outreach, Brochures, Copy Editing, Tourism, Leadership Development, Proposal Writing, Flyers, Print Ads, LED Displays, Research, Brand Awareness, Public/private..., Strategic Partnerships, Non-profit Board..., Nonprofits, Budget Process, Budget Forecasts, Budget Reconciliation, Social Media Marketing, Media Relations, Media Buying, Trade Shows, Trade Show Graphics, Budgets, Brand Development, Marketing, Marketing Communications, Newsletters, Public Relations
Education
University of Wisconsin-Madison
Bachelor of Arts (BA), Political Science and International Relations
University of San Diego
Paralegal Degree
Series 6 Securities License
University of San Diego
Paralegal Degree
Brandon Vega's Northwestern Mutual Experience June 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry
Experience
Northwestern Mutual June 2015 - Present
Education
University of San Diego 2013 — 2017
Northwestern Mutual June 2015 - Present
Education
University of San Diego 2013 — 2017
Wells Fargo
Fidelity Investments
U.S. Bank
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank