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
EY June 2015 - Present
Brigham Young University August 2014 - May 2015
EY June 2014 - August 2014
Brigham Young University February 2014 - June 2014
Northwestern Mutual October 2012 - April 2013
Skills
Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, VBA, Access, Accounting, Financial Analysis, Financial Reporting, Social Media, Time Management, Public Speaking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master of Accounting Candidate, Accounting
Brigham Young University 2008 — 2015
Bachelor of Science (B.S.), Accounting
Tokay High School
Northwestern Mutual December 2014 - Present
American Enterprise Institute 2014 - Present
Skills
Financial Planning, Retirement Planning, Personal Tax Planning, Financial Risk, Life Insurance, Disability Insurance, Long-term Care, Investments, 401k, Roth IRA, Organizational..., Strategic Planning, Strategic Communications, Public Relations, Personnel Management, Operational Planning, Leadership, Non-profit..., Policy, Command, Government, Leadership Development, Program Management, Public Speaking, DoD, Military, Security Clearance, National Security, Defense, Intelligence Analysis, Team Building, Military Experience
Education
Georgetown University 1997 — 1999
MA, National Security Studies
Brigham Young University 1988 — 1994
BA, Political Science
EY June 2015 - Present
Northwestern Mutual December 2012 - August 2014
CMD Cabinets, Mill Work, Doors 2007 - 2012
Anthem Country Club 2007 - 2008
Skills
Series 6, Series 63, Mutual Funds, IRAs, Retirement Planning, Fixed Annuities, Retirement, Life Insurance, Investments
Education
Brigham Young University 2012 — 2016
Bachelor of Science (B.S.), Accounting
Northwestern Mutual May 2014 - Present
Property Management Systems, Inc. May 2013 - April 2014
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor's Degree, Humanities/Humanistic Studies, Cum Laude
Kemps LLC July 2014 - Present
General Mills June 2007 - June 2014
Kraft Foods June 2006 - August 2006
Western Wats May 2002 - June 2005
Northwestern Mutual May 2001 - May 2002
Gardner Denver Nash, LLC May 2000 - August 2000
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
MBA
Brigham Young University 1999 — 2001
BS, Psychology, Business Management
Northwestern Mutual March 2014 - Present
26.2 Running Company March 2013 - April 2014
Missionary Training Center July 2011 - April 2014
Skills
Teaching, Public Speaking, Spanish, Research, Higher Education
Education
Brigham Young University 2008 — 2015
Bachelor's Degree, Teaching Physical Sciences / International Business
Cougar Capital April 2014 - Present
Brigham Young University 2013 - Present
College Startup June 2014 - January 2015
Peterson Partners August 2014 - September 2014
Symantec May 2014 - July 2014
American Express November 2012 - July 2013
Moss Adams, LLP June 2011 - November 2012
Brigham Young University August 2008 - June 2011
Northwestern Mutual April 2010 - December 2010
Provo City November 2008 - March 2010
Skills
Accounting, Excel, Microsoft Office, Budgeting, Financial Analysis, Audit, Financial Reporting, Microsoft Excel, Auditing, Finance, Corporate Finance, Financial Accounting, Budgets, Time Management, Strategic Planning, Data Analysis, Marketing, Analysis, Entrepreneurship
Education
Brigham Young University 2013 — 2015
Masters of Business Administration (MBA), Finance
Brigham Young University Marriott School of Business 2008 — 2011
Bachelor of Science, Accounting, Korean
Eastern Arizona College 2007 — 2008
Associate of Arts, General Studies
Stewart Palmer Studio April 2012 - Present
Boli Naturals, LLC April 2012 - September 2012
Northwestern Mutual April 2011 - January 2012
Skills
Microsoft Excel, Data Analysis, PowerPoint, Customer Service, Leadership, Microsoft Office, Microsoft Word, Management, Access, Business Planning
Education
Brigham Young University 2008 — 2012
Business Management: Finance
Chicago Bulls May 2004 - Present
Northwestern Mutual June 2002 - May 2004
Skills
Sports Marketing, Sponsorship, Sports Management, Sports, Sponsorship Sales, Archtics, Event Management, Event Planning, Social Media, Social Media Marketing, Marketing, Advertising, Marketing Strategy, Player Development, Facebook, Relationship Marketing, Sports Writing, Marketing Communications
Education
San Jose State University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Brigham Young University 1996 — 1997
General Education
Zions Bank September 2013 - Present
Northwestern Mutual June 2010 - May 2012
American income life February 2005 - February 2007
Skills
Customer Service, Disability Insurance, Employee Benefits, Finance, Financial Planners, Fixed Annuities, Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Microsoft Office, Personal Financial..., Public Speaking, Retirement, Retirement Planning, Research, Risk Management, Sales, Sales Management, Securities, Strategic Financial..., Team Building, Term Life Insurance, Variable Products, Financial Planning, Leadership, Mortgage Lending, Team Leadership
Education
Brigham Young University - Idaho 2013 — 2017
Business Administration and Management, General
SunEdison 2015 - Present
Evolve Solar, Inc June 2014 - August 2015
Northwestern Mutual September 2013 - December 2014
CLEARLINK May 2013 - February 2014
Skills
Customer Service, Leadership, Microsoft Office, Sales, Strategic Planning, Microsoft Excel, Teamwork, Management, Microsoft Word, PowerPoint, Marketing Strategy, Research, History, Human Resources, Operations Management, Mergers & Acquisitions
Education
Brigham Young University 2009 — 2015
Bachelor's Degree
Northwestern Mutual November 2014 - Present
Brigham Young University January 2014 - January 2015
Highcrest Management Group January 2014 - April 2014
Brigham Young University October 2013 - January 2014
P&L Landscaping May 2013 - July 2013
Institute of International Education January 2013 - April 2013
Avenue 5 Consulting LLC February 2012 - August 2012
Skills
Spanish, Public Speaking, Microsoft Office, Microsoft Excel, Market Research, Leadership, PowerPoint, Research, Sales, Social Media, Teamwork, Social Networking, Nonprofits, Economics, Strategy, Economic Modeling, Econometrics, Data Analysis, Stata
Education
Brigham Young University
BS Economics, Double minor in Business Management and Political Science
Goldman Sachs May 2015 - August 2015
Brigham Young University September 2013 - August 2014
Paramount Solar March 2013 - August 2013
Eureka Schools Foundation September 2010 - January 2011
Eureka Union School District May 2010 - September 2010
Northwestern Mutual December 2009 - June 2010
Eureka Union School District June 2009 - September 2009
Skills
Public Speaking, Customer Service, Sales, Team Leadership, Microsoft Office, Microsoft Excel, Process Improvement, Microsoft Word, PowerPoint, Painting, Microsoft Suites, Nonprofits, Leadership, Training, Sales Management, Research, Teaching, Marketing, Budgets, English, Team Building, Social Networking, Social Media, Project Management, Program Management, Management, Coaching, Leadership Development, Entrepreneurship, Event Management, Public Relations, Analysis, Fundraising, Marketing Strategy
Education
Brigham Young University 2013 — 2016
Bachelor's Degree, Accounting, 3.60 GPA
Sierra College
General Education, 3.80 GPA
Allstate Financial Services, LLC June 2014 - Present
Northwestern Mutual March 2010 - June 2014
Skills
Fixed Annuities, Disability Insurance, Long-term Care, Retirement, Securities, Small Business, Estate Planning, Insurance, Investments, Long Term Care, Annuity, Wealth Accumulation, Employee Benefits, IRA's, Term Life Insurance, Retirement Income..., Annuities, Insurance Planning, Roth IRA, Whole Life, 401k, Series 63, Wealth Preservation, Health Insurance, Wealth Management, Group Benefits, Series 6
Education
Brigham Young University 1993 — 1995
Economics
Brigham Young University - Idaho 1991 — 1993
DHL July 2015 - Present
Madison County Mosquito and Weed July 2014 - Present
Northwestern Mutual July 2014 - June 2015
Dahm Enterprises Inc. August 2013 - June 2015
KROP AM 1300 May 2011 - May 2014
Imperial Valley Family Care Medical Group August 2007 - April 2011
Skills
Public Relations, Accounts Payable, Accounts Receivable, Customer Service, Organization, Filing, Data Entry, Payroll, Management, Leadership Development, Microsoft Excel, Public Speaking, Social Media, Team Building
Education
Imperial Valley College 2009 — 2014
Associate of Arts and Sciences (A.A.S.), Sociology
California Paramedical and Technical College 1994 — 1995
Certified, Medical Assistant
Brigham Young University - Idaho
Bachelor of Applied Science (B.A.Sc.), Social Work
Northwestern Mutual April 2012 - Present
Beneficial Financial Group January 2012 - April 2012
Missionary Training Center March 2011 - April 2012
The Church of Jesus Christ of Latter-day Saints June 2008 - June 2010
Skills
Financial Analysis, PowerPoint, Retirement Planning, Strategic Financial..., Disability Insurance, Life Insurance, IRAs, 401k, Long-term Care, 529 Plans, Spanish, Training, Bloomberg, Risk Management, Investments, Securities, Wealth Accumulation, Financial Planning
Education
Brigham Young University 2010 — 2013
BS, Finance
Colegio Internacional Puerto la Cruz 2004 — 2007
High School
Boeing February 2015 - Present
Boeing November 2013 - February 2015
Northwestern Mutual November 2012 - October 2013
Skills
Software Estimation, SEER-SEM, SEER-IT, VBA, @Risk, Risk Analysis, Microsoft Word, PowerPoint, SharePoint, Access, Reporting Metrics, Microsoft Excel
Education
Brigham Young University - Idaho 2007 — 2012
Bachelor's degree, University Studies
Producers FMO September 2014 - Present
Links Consulting Group September 2014 - Present
G4G Sales May 2014 - August 2014
Mybullfrog.com Verizon Wireless Premium Retailer January 2014 - May 2014
Northwestern Mutual June 2013 - December 2013
Aflac May 2012 - July 2013
Standard Optical July 2011 - January 2012
Incite Marketing Inc 2010 - 2011
Skills
Pest Control, Direct Sales, Sales, Opticians, Social Media, Public Speaking, Entrepreneurship, Customer Service, Microsoft Office, Social Media Marketing, Facebook, PowerPoint, Sales Management, Microsoft Excel, Research, Healthcare, Training, Time Management, Microsoft Word, Blogging, Data Analysis, Team Leadership, Leadership, Event Planning, Marketing, Social Networking, Creative Writing, Fundraising, Public Relations, Spanish, Editing, Online Advertising, Team Building, Teamwork, Market Research, Event Management, Coaching, Account Management, Leadership Development, Insurance, Marketing Strategy
Education
Brigham Young University 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Exercise Science
Weber State University 2005 — 2007
Associate of Science (A.S.), Kinesiology and Exercise Science
WyzAnt Tutoring August 2014 - Present
FindIt October 2011 - July 2014
TechStars May 2013 - September 2013
International Business Model Competition October 2011 - April 2013
Rocky Mountain Solar Training Provider October 2009 - August 2011
Utah Solar Energy Association February 2009 - August 2011
American Solar Energy Society July 2010 - July 2011
Social Innovation Summit August 2008 - December 2008
Deseret International January 2008 - April 2008
Northwestern Mutual April 2007 - February 2008
Skills
Entrepreneurship, Sales, Management, Strategy, Fundraising, Team Building, Marketing, Public Relations, Problem Solving, Start-ups, Nonprofits, Strategic Planning, Solar Energy, New Business Development, Business Strategy, Program Management, Strategic Partnerships, Analysis, Project Management, Business Planning, SaaS, CRM, Budgets, Cloud Computing, Competitive Analysis, Business Development, Venture Capital, Renewable Energy, Product Management, International Business, Leadership, Online Advertising, Marketing Strategy, Public Speaking
Education
Harvard Business School 2011 — 2013
MBA
Brigham Young University 2002 — 2009
BA, Political Science, Arabic, Business Management
Al-Jami'ah Al-Urdunia 2006 — 2006
Arabic
PointClickCare July 2014 - Present
Care Innovations™, an Intel-GE Company November 2013 - July 2014
A Place for Mom May 2012 - November 2013
Direct Supply, Inc. December 2005 - October 2011
SCA Hygiene Products May 2003 - December 2005
WSP May 1998 - May 2003
Republic Powdered Metals, INC October 1996 - May 1998
Huston-Miller Building Products January 1994 - October 1996
Northwestern Mutual August 1990 - December 1993
Skills
Public Relations, Leadership, Healthcare, Sales, Account Management, Strategic Planning, Team Building, Sales Management, Selling, Time Management, Management, Customer Service, New Business Development, Sales Operations, Marketing Strategy, Team Leadership, Marketing, Public Speaking, Contract Negotiation, Construction Management, Nonprofits, Senior Living, Assisted Living, Long-term Care, SaaS, Electronic Health...
Education
Brigham Young University 1985 — 1989
BA, Communications/Public Relations
Brigham Young University, Marriott School of Management January 2011 - Present
Dayley Piano Studio 1993 - 2011
Northwestern Mutual 1985 - 1993
Skills
Supply Chain Management, Price & Cost Analysis, Data Analysis, Operations Process..., Team Leadership, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Inventory Management, Inventory Analysis, Quantitative Analytics, Teaching, Microsoft Word, Event Planning
Education
Brigham Young University 2011 — 2015
Bachelor's degree, Business Administration and Management, Global Supply Chain emphasis
Northwestern Mutual May 2014 - Present
BYU-Idaho January 2013 - April 2014
BYU-Idaho February 2010 - January 2014
Creation Station April 2013 - August 2013
Skills
Microsoft Excel, People Skills, Critical Thinking, Leadership, Customer Service, Spanish, Teamwork, Microsoft Word, Time Management, Telephone Skills, Social Networking, Team Leadership, Data Entry, Creative Writing, Sales, Training, Inventory Management, Leadership Development, Management, Retail, PowerPoint, Teaching, Learning Quickly, Employee Loyalty
Education
Brigham Young University - Idaho 2011 — 2014
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Oregon State University 2009 — 2010
Corvallis high school 2003 — 2006
Corvallis high school 2003 — 2006
Workday November 2013 - Present
Zions Bank May 2013 - November 2013
Zions Bank January 2013 - May 2013
Brigham Young University - Idaho April 2011 - January 2013
Northwestern Mutual January 2012 - April 2012
Zions Bancorporation January 2011 - April 2011
The Church of Jesus Christ of Latter-day Saints July 2007 - July 2009
Skills
Microsoft Excel, Spanish, Customer Service, Sales, Training, Microsoft Word, PowerPoint, Financial Analysis, Marketing Strategy, Time Management, Finance, Banking, Analysis, Credit Analysis, Loans
Education
Brigham Young University - Idaho 2009 — 2012
Business Management, Finance
Vanguard March 2015 - Present
BKR Financial January 2015 - Present
Vanguard April 2013 - February 2015
Northwestern Mutual March 2011 - July 2012
H&R Block December 2011 - April 2012
Mary Bartsas Enterprises LLC May 2009 - August 2009
Skills
Strategic Financial..., Income Tax, Financial Analysis, Microsoft Office, Portuguese, Personal Finance, PowerPoint, Microsoft Excel, Accounting, Investments, Financial Planning, Finance, Public Speaking
Education
Brigham Young University 2005 — 2013
Bachelor of Science (B.S.), Management: Finance, 3.48 GPA (3.70 Major GPA)
BT Wealth Management, LLC September 2015 - Present
Northwestern Mutual September 2014 - August 2015
IndustryPro May 2014 - August 2014
Missionary Training Center August 2013 - April 2014
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Public Speaking, Customer Service, Teamwork, Leadership, Management, Training, Financial Analysis, Microsoft Office, Microsoft Word
Education
Georgia State University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Brigham Young University 2013 — 2014
Pre-Management
KPMG US January 2014 - Present
BYU-Idaho January 2014 - Present
BYU-Idaho April 2012 - December 2013
AICPA March 2012 - December 2013
BYU-Idaho Student Accounting Society January 2012 - December 2013
KPMG June 2013 - June 2013
Zebra Technologies September 2012 - December 2012
Northwestern Mutual January 2012 - May 2012
SEFNCO Communications 2011 - 2011
The Church of Jesus Christ of Latter-day Saints March 2007 - March 2009
Skills
Integrity, Accounting, Internal Audit, Microsoft Excel, Auditing, Microsoft Office, Financial Analysis, Data Analysis, PowerPoint, TeamMate, Public Speaking, Leadership, Financial Accounting, Insurance, Teamwork, Management, Excel, Visual Basic, Term Life Insurance, AS400 Administration, Financial Audits, Microsoft Word, Account Reconciliation, Process Improvement, AS400 system, Critical Thinking, Internal Controls, General Ledger, Disability Insurance, Client Acquisition, Financial Services, Spanish, Tax Preparation, Electronic Workpaper..., Client Communications, Client Service, Whole Life, ERP Oracle, Cost Accounting, Accounting Applications, Management Accounting, Six Sigma, Forensic Accounting, SOX 404, Client Services, Sarbanes-Oxley Act, Finance, Customer Acquisition, Communication
Education
Brigham Young University - Idaho 2009 — 2013
Working for a Bachelor of Science (BS), Accounting, Senior, 3.877 GPA
Brigham Young University - Idaho 2006 — 2013
Associate of Science (AS), General Studies, 3.88
Kentwood High School 2003 — 2006
High School Diploma, General Studies
PwC October 2014 - Present
Brigham Young University August 2013 - August 2014
PwC June 2013 - August 2013
RyanSharkey, LLP June 2012 - August 2012
Northwestern Mutual May 2011 - August 2011
Skills
Public Speaking, Accounting, Tax, Problem-Solving, Microsoft Word,..., Mathematical & Computer...
Education
Brigham Young University 2012 — 2014
Master of Accountancy (MAcc), Taxation
Brigham Young University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Thomas Jefferson High School for Science and Technology (TJHSST) 2005 — 2009
Advanced Studies Diploma
EMC Insurance Companies September 2015 - Present
Brenntag December 2014 - September 2015
Brigham Young University August 2011 - April 2015
Northwestern Mutual January 2013 - November 2014
Brigham Young University July 2011 - May 2012
The Church of Jesus Christ of Latter-day Saints July 2007 - July 2009
ABC Seamless October 2006 - April 2007
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Time Management, Teamwork, Sales, Customer Satisfaction, Public Speaking, Customer Service, Financial Analysis, Teaching, Leadership, Team Leadership, Data Analysis
Education
Brigham Young University 2011 — 2014
Bachelor of Science (BS), Finance
Idaho State University 2010 — 2011
B.B.A, Accounting
The Grant Co. LLC 2013 - Present
Questar Capital 2011 - 2013
Northwestern Mutual 2006 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Nonprofits, Sales, Recruiting, Budgets, Leadership, Strategic Planning
Education
Kansas State University 1980 — 1981
Bachelor of Arts (BA), Life Sciences
Brigham Young University - Hawaii 1978 — 1980
Northwestern Mutual November 2012 - Present
Northwestern Mutual November 2012 - July 2013
Skills
Microsoft Excel, Microsoft Office, Strategic Financial..., Finance, Financial Analysis, PowerPoint, Insurance, Microsoft Word, Customer Service, Public Speaking, Leadership, Data Analysis, Analysis, Economics, Financial Modeling
Education
Brigham Young University 2008 — 2013
Bachelor's degree, Economics
West Highschool 2005 — 2008
Brigham Young University June 2014 - Present
Northwestern Mutual May 2013 - August 2013
Skills
Life Insurance, Strategic Financial..., Retirement Planning, Disability Insurance, Retirement, Microsoft Excel, Personal Finance, Social Media, PowerPoint, Long-term Care, Research, Leadership, Financial Planning, Management, Microsoft Office, Microsoft Word, Data Analysis, Customer Service
Education
Brigham Young University 2013 — 2017
Bachelor’s Degree, Mechanical Engineering, 3.8
Martinsburg High School 2006 — 2010
High School, 3.99
Northwestern Mutual August 2011 - Present
International Pageants, Inc. March 2012 - March 2013
Kennedy Law Firm, PLC August 2010 - December 2010
Miss America Organization June 2007 - June 2008
Skills
Singing, Political Science, Political Philosophy, Political Campaigns, Modeling, Teaching, Public Speaking, Typing
Education
Brigham Young University 2011 — 2013
Bachelor's degree, Political Science and Communications
Hillcrest High School 2007 — 2010
Idaho State Treasurer's Office May 2013 - Present
Eide Bailly LLP January 2011 - May 2013
Teton Outfitters / Klim July 2009 - December 2010
Northwestern Mutual January 2009 - June 2009
Skills
Tax, Accounting, Excel, Audit, Tax Returns, Quickbooks, Auditing, Leadership, Financial Analysis, GAAP, Basketball, Microsoft Excel, Wakeboarding, QuickBooks, Financial Accounting, CPA, Tax Preparation, Tax Accounting, Financial Statements, US GAAP, Corporate Tax, SEC filings
Education
Brigham Young University - Idaho 2004 — 2011
BS Accounting, BS Business Management - emphasis in Finance
Tidewater Volleyball Association October 2013 - Present
Tidewater Volleyball Association June 2013 - Present
Virginia Wesleyan College June 2013 - Present
Madison School District #321 August 2012 - May 2013
Madison School District #321 May 2012 - May 2013
Madison Volleyball Association January 2012 - May 2013
Northwestern Mutual May 2012 - July 2012
Eastern Idaho Entrepreneurial Center 2012 - 2012
Tidewater Volleyball Association March 2011 - August 2011
Tidewater Volleyball Association December 2010 - March 2011
Skills
Serbian, German, Croatian, Excel, Customer Service, Bosnian, Russian, Word, PowerPoint, Microsoft Excel, Coaching, Microsoft Word, Social Media Marketing, Teaching, Marketing, Community Outreach, Social Media
Education
Brigham Young University - Idaho 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Vanguard January 2014 - Present
BYU-Idaho September 2013 - December 2013
BYU-Idaho April 2013 - July 2013
Northwestern Mutual November 2012 - May 2013
The Church of Jesus Christ of Latter-Day Saints April 2008 - April 2010
Skills
Stata, Microsoft Excel, Spanish-speaking, Bloomberg Terminal, PowerPoint, Microsoft Word, Economics, Finance, Spanish Literature, Spanish Writing, Spanish Reading, Spanish, Financial Analysis, Data Analysis
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor’s Degree, Financial Economics, GPA: 3.53
Wells Fargo August 2013 - Present
Northwestern Mutual April 2013 - August 2013
Financial Accounting Brigham Young University - Idaho January 2013 - April 2013
Social Activities Brigham Young University- Idaho July 2012 - December 2012
Social Activites Brigham Young University - Idaho March 2012 - July 2012
Skills
Microsoft Office, Visual Basic, PowerPoint, Microsoft Excel, Microsoft Word, Team Leadership, Training, Teaching, Event Planning, Event Management, Public Speaking
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor's degree Business Management, Finance & Supply Chain
Northwestern Mutual December 2012 - July 2014
Romano's Macaroni Grill April 2011 - January 2013
The Church of Jesus Christ of Latter-day Saints February 2009 - February 2011
APEX Security Systems June 2008 - September 2008
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Customer Service, Microsoft Word, Leadership, Non-profits, Statistical Arbitrage, Volatility Arbitrage, Index Arbitrage, Life Insurance, Disability Insurance, Personal Financial..., Sales, Financial Analysis, Risk Arbitrage, Convertible Arbitrage, Arbitrage, Adverse Possession, Teamwork, Investments
Education
Brigham Young University 2008 — 2014
Bachelor's degree, Finance, General
HandStands Tax Staff InternHawkins Cloward & SimisterJanuary 2015 - April 2015
Brigham Young University April 2009 - April 2015
Miceli Financial Partners, MassMutual Financial Group September 2008 - February 2013
Northwestern Mutual December 2006 - September 2008
Mountain America Credit Union November 2002 - December 2004
Brain Garden April 2002 - October 2002
Skills
Microsoft Excel, Microsoft Office, R, PowerPoint, Microsoft Word, Strategic Financial..., Social Media, Leadership, Public Speaking, Accounting, Outlook, Customer Service, QuickBooks, Financial Planning
Education
Brigham Young University 2009 — 2015
Bachelor's degree, Accounting, 3.70 for majority of BYU career
Northwestern Mutual January 2011 - Present
Legacy Prints January 2010 - April 2010
Eklund Drilling July 2008 - December 2008
The Church of Jesus Christ of Latter-day Saints October 2003 - November 2005
20/20 Fence January 2000 - March 2003
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking
Education
Brigham Young University - Idaho 2006 — 2010
Business Management; Finance Emphasis
Woods Law Attorney at Law January 2014 - Present
Stratton Law Group PLLC July 2012 - Present
Office of the Attorney General of American Samoa May 2011 - May 2012
Law Offices of Daniel M. Woods, P.L.L.C. September 2010 - June 2011
United States District Court for the District of Utah 2009 - 2009
United States Attorney's Office, District of Utah June 2008 - July 2008
Third District Court of Utah June 2007 - July 2007
Northwestern Mutual April 2006 - August 2006
Utah House of Representatives January 2006 - March 2006
Skills
Legal Writing, Litigation, Civil Litigation, Commercial Litigation, Appeals, Appellate Practice, Legal Research, Federal Court Practice, Westlaw, Corporate Law, Intellectual Property, Trademarks, Copyright Law, Trial Practice, Business Litigation, Trials, Courts, Torts, International Law, Family Law, Personal Injury, Construction Law
Education
Texas Tech University School of Law 2006 — 2009
Doctor of Law (J.D.), Law
Brigham Young University 2000 — 2006
B.A., Political Science
Baldwin & Lyons, Inc. June 2015 - Present
Hewlett-Packard June 2011 - May 2015
Northwestern Mutual April 2010 - May 2011
Brigham Young University January 2007 - April 2011
LDS Church September 2007 - August 2009
Skills
Visio, Analytics, Agile Methodologies, Data Analysis, Leadership, Business Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Statistics, Microsoft Word, Training, Business Requirements, Business Ethics, Information Systems, Information Technology, Software Development..., Oracle SQL Developer, Data Models, UML Tools, User Interface Design, Wireframes, Axure RP, User Experience, Portal Development, End to End Delivery, Presentation Skills, Demonstration Skills, Financial Services, Merchant Acquiring, SaaS, Credit Card Transaction..., Decision Modeling, Business Rules..., Quality Management, Application Lifecycle..., User Acceptance Testing, Test Planning, Test Cases, End-to-end Testing, User Documentation, Business Process..., International Business, Cross-cultural..., Collaborative Problem..., Interpersonal Skills, Handle Multiple..., Grasp New Concepts..., Tenacious Work Ethic, Creative Solutions
Education
Purdue University - Krannert School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General; Data Analytics
Brigham Young University 2006 — 2011
Bachelor's Degree, Economics, management minor, 3.54 / 4.00
McKinney High School 2002 — 2006
High School, 3.84 / 4.00
GM Turf Equipment September 2014 - Present
Self-employed February 2013 - Present
Wealth Strategies Group October 2011 - February 2013
Northwestern Mutual 2008 - October 2011
Skills
Permanent Life Insurance, Term Life Insurance, Disability Insurance, Key Person Insurance, Fixed Annuities, Asset Protection, Long-term Care, Personal Budgeting, Estate Planning, Life Insurance, Long Term Care Insurance, Retirement, Retirement Planning, Sales, Strategic Financial..., Wealth, Wealth Accumulation, Wealth Management
Education
Brigham Young University 2003 — 2008
BS, Business
Northwestern Mutual April 2010 - Present
Brigham Young University September 2008 - April 2010
LDS Motion Picture Studio October 2007 - September 2008
The Church of Jesus Christ of Latter-day Saints March 2006 - September 2007
Skills
Disability Insurance, Series 6, Series 7, Finance, Series 63, Life Insurance, Executive Administrative
Education
Brigham Young University 2003 — 2010
BS, Latin American Studies, International Development
Indus Valley Partners August 2014 - Present
Northwestern Mutual December 2012 - May 2013
Reposting Service LLC January 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints January 2009 - February 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Sales, Microsoft Word, PowerPoint, Public Speaking, Social Media, Marketing, Market Research, Marketing Strategy, Management, Team Building, Strategic Planning, Social Networking, Spanish
Education
Brigham Young University 2007 — 2014
Bachelor of Science (B.S.), Finance
Winnebago June 2015 - Present
Poulsbo RV Inc. September 2013 - May 2015
Benefits Brokerage Agency, Inc. January 2013 - September 2013
Crump Life Insurance Services August 2011 - December 2012
Northwestern Mutual April 2008 - July 2011
Nestle September 2007 - April 2008
Northwestern Mutual April 2006 - September 2007
Atlas Marketing April 2004 - August 2005
Buenos Aires South Mission December 1997 - December 1999
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Series 6, Series 63, Employee Benefits, Estate Planning, Whole Life, Universal Life, Customer Service, Retirement Planning, Risk Management, Training, Key Person Insurance, Variable Life, Life & Health Licenses, Buy-Sell, Estate Preservation, Variable Products, Business Overhead..., Equity Indexed Annuities, Direct Sales
Education
Brigham Young University
B.S., Sociology
Northwestern Mutual November 2011 - Present
Northwestern Mutual 2012 - 2012
Skills
Retirement Planning, Risk Management Planning, Wealth Management, Fixed Annuities, Investments, Roth IRA, Wealth Accumulation, Retirement
Education
Brigham Young University - Idaho 2010 — 2014
Bachelor of Science, Business Management, Finance and Financial Management Services, 2014
TD Ameritrade December 2004 - Present
AMX International February 2001 - December 2004
CompHealth January 1997 - January 2001
CompHealth March 1992 - January 1997
DataPad September 1991 - March 1992
Northwestern Mutual April 1988 - September 1991
Skills
Project Management, Financial Systems..., Budget Process, Helping Clients Succeed, Financial Product..., Instructing individuals..., Trading, Options, Coaching, Analysis, Finance, Strategic Financial..., Strategy, Investments, Financial Planning, Securities, Technical Analysis, Quality Assurance, Financial Analysis, Portfolio Management, Marketing, Financial Services, Budgets, Forecasting, Management, Financial Markets, Employee Training, Accounting, Investment Strategies
Education
Brigham Young University
International Finance
Northwestern Mutual 1993 - Present
Education
Brigham Young University 1988 — 1993
BA, English and Business
Walmart February 2013 - Present
Northwestern Mutual March 2012 - December 2012
Cheetah Medical April 2011 - September 2011
Windshield Warriors 2011 - 2011
Blue Chip Auto Glass March 2009 - September 2010
Education
Brigham Young University - Idaho 2009 — 2012
Bachelor of Science (BS), Business Management, Finance
Charles Schwab August 2011 - Present
P.F. Chang's China Bistro August 2007 - January 2012
Northwestern Mutual March 2009 - November 2009
P.F. Chang's China Bistro 2007 - 2009
Education
Brigham Young University 2003 — 2010
BA, Economics
Trusted Advisors October 2008 - Present
Security First Advisors May 2003 - Present
Pearson Financial Group April 2000 - May 2003
LifeGoals.com December 1998 - April 2000
Successful Money Management Seminars April 1998 - December 1998
Phillips & Company Securities January 1998 - April 1998
Northwestern Mutual June 1996 - June 1997
Skills
Retirement Planning, Estate Planning, Investments, Portfolio Management, Wealth Management, Strategic Financial..., Asset Managment, Asset Management, Insurance, Financial Planning, Investment Advisory, Financial Advisory, Investment Management, Financial Planners, Certified Financial...
Education
Oregon State University 1996 — 1998
Bachelors, Finance
Brigham Young University - Idaho 1993 — 1995
Associates, Business
California Financial Partners, Inc. January 2004 - Present
Northwestern Mutual December 1990 - December 2003
Glenwood Financial Group April 1986 - November 1990
Kajima August 1985 - March 1986
Equitec December 1984 - July 1985
Eagle Marketing May 1982 - August 1984
The Church of Jesus Christ of Latter-day Saints September 1979 - August 1981
Idaho Statesman September 1971 - May 1979
Skills
Investments, Insurance, 401k, 401k Rollovers, Estate Planning, Retirement Planning, Retirement, Asset Management
Education
Brigham Young University 1981 — 1985
BA, Economics
Boise High 1976 — 1979
10th thru 12th Grades
East Jr. High 1973 — 1976
7th thru 9th Grades
Adams Elementary 1966 — 1973
kindergarten thru 6th grade
Blue Helm Communications February 2009 - Present
Seatability March 2005 - May 2009
Northwestern Mutual 2005 - 2006
Skills
Social Media, Social Media Marketing, Content Management, Media Relations, Social Networking, New Media, Marketing Communications, Public Relations, Marketing, Digital Marketing, Entrepreneurship, Blogging, Facebook, Business Development, Management, Content Strategy, Marketing Strategy, Sales, Public Speaking, Awesomeness
Education
Brigham Young University 2001 — 2009
BS, Psychology, Business
Qualtrics February 2014 - Present
Northwestern Mutual January 2013 - Present
Feel Good Foods May 2013 - February 2014
Nutrafy - Premium Supplements January 2013 - April 2013
Response Marketing Group March 2012 - March 2013
Brazil Fortaleza Mission February 2010 - February 2012
Hansen Mountaineering September 2009 - February 2010
Aspen Grove Family Camp and Conference Center May 2009 - September 2009
Skills
Telecommunications, Team Leadership, Sales, Team Building, Marketing, Rock Climbing, Web Development, Management, Social Media, Microsoft Excel, PowerPoint, HTML 5, CSS
Education
Brigham Young University 2010 — 2016
Bachelor's degree, Human Resources Management and Services, Junior
Intuit May 2015 - Present
Northwestern Mutual April 2014 - May 2015
Missionary Training Center August 2013 - March 2014
The Church of Jesus Christ of Latter-day Saints March 2011 - March 2013
Oakland Raiders July 2010 - August 2010
Hidden Springs Ranch May 2009 - July 2010
Skills
Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Leadership, Customer Service, Teaching, Team Leadership, Teamwork, Social Media, Time Management, Team Building, English, Windows, Hyperion, Smartview, Essbase, Brazilian Portuguese, SaaS Modeling
Education
Brigham Young University 2010 — 2016
Bachelor's degree, Finance, General, 3.81
West Linn High School 2006 — 2010
Northwestern Mutual May 2013 - September 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Financial Analysis, Customer Service, Sales, Teamwork, Public Speaking, Leadership, Strategic Planning, Insurance, Access
Education
BYU-Idaho 2011 — 2013
Zenefits July 2015 - Present
Vanguard August 2013 - July 2015
Northwestern Mutual August 2012 - August 2013
RE/MAX By The Sea February 2011 - December 2012
Skills
Sales, Health Insurance, Life Insurance, Investments, Retirement Planning, Finance, Leadership, IRAs, Customer Service, Microsoft Excel, Real Estate, Microsoft Office, Long Term Care Insurance, Disability Insurance, Permanent Life Insurance, Term Life Insurance, Organization, Communication, Public Speaking
Education
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Fidelity Investments July 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments October 2014 - December 2014
Fidelity Investments January 2014 - October 2014
Northwestern Mutual August 2012 - January 2013
Sunbands (BYU-ID IBC) April 2012 - July 2012
Worldwide Clinical Trials, Inc. September 2011 - December 2011
Fanzz September 2010 - January 2011
The Church of Jesus Christ of Latter-day Saints October 2007 - October 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Retirement Planning, Roth IRA, Traditional IRA, Life & Health Insurance..., Customer Service, Sales, Budgets, Facebook, Social Media, Spanish, Outlook
Education
Brigham Young University - Idaho
Bachelors of Science, Business Management; Finance
Columbia West Capital December 2013 - Present
Columbia West Capital January 2012 - December 2013
Columbia West Capital LLC 2009 - December 2011
Credit Suisse 2007 - 2009
Goldman Sachs - Private Wealth Management May 2006 - August 2006
Northwestern Mutual 2005 - 2006
Skills
M&A experience, Business Valuation, Financial Modeling, Venture Capital, Mergers, Private Equity, Investment Banking, Capital, Mergers & Acquisitions, Management, Entrepreneurship, Investments, Finance, LBO, Due Diligence, Private Placements, Corporate Finance, Valuation
Education
Brigham Young University 2004 — 2007
BS, Business Management
Utah State University 2000 — 2001
Timpview 1996 — 2000
Mid-State Toyota July 2015 - Present
Modern Infiniti of Greensboro NC September 2014 - June 2015
Rice Toyota in Greensboro, NC July 2009 - August 2014
Northwestern Mutual November 2007 - June 2009
Rice Toyota May 1990 - February 2006
Senkus Marketing Assoc March 1981 - February 1990
Skills
Online Advertising, Marketing, Creative Writing, Singing, Therapeutic Listening, Time Management, Real Estate, Advertising, Account Management, Sales Management, Leadership, Management, Marketing Strategy, New Business Development, Public Speaking, Negotiation, Team Leadership, Social Media
Education
Brigham Young University
Northwestern Mutual April 2015 - Present
Alta Ventures Mexico January 2015 - April 2015
Brigham Young University August 2014 - April 2015
Gym Empowered Marketing September 2014 - December 2014
BYU Multicultural Student Services May 2014 - July 2014
Skills
Public Speaking, Microsoft Office, Leadership, Microsoft Excel, PowerPoint
Education
Brigham Young University 2014 — 2017
Finance, General
Brigham Young University - Hawaii 2010 — 2011
Associate's degree
Northwestern Mutual December 2014 - Present
Cantorum Chamber Choir January 2012 - Present
Adatto July 2014 - December 2014
Adatto January 2013 - June 2014
Connect Public Relations January 2012 - September 2012
Brigham Young University 2004 - 2011
Holland America Line and Princess Cruises Alaska and the Yukon April 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints June 2005 - June 2007
Skills
Public Relations, Facebook, Sales, Social Media Marketing, Media Relations, Marketing Strategy, Management, Adobe Creative Suite, Sales Management..., Outside Sales, B2B, B2C, Entrepreneurship, Networking
Education
Brigham Young University 2004 — 2011
Bachelor's, Communications: Public Relations
The Sword of Adam September 2015 - Present
repliestothomas.wordpress.com September 2014 - Present
Prairie Aerial May 2014 - Present
Joseph Thorin Photo May 2014 - Present
Northwestern Mutual July 2013 - May 2014
Middlebury Interactive Languages April 2013 - July 2013
Brigham Young University January 2011 - April 2013
Skills
Integrity, Interpersonal Skill, Leadership, Personal Finance, Public Speaking, Mandarin, Chinese, Friendly Personality, English grammar, Teaching English as a..., English, Critical Thinking, Finance, Financial Analysis
Education
Brigham Young University 2009 — 2013
Bachelor of Arts (B.A.), Chinese
Brigham Young University 2009 — 2013
TESOL (Minor), Teaching English as a Second or Foreign Language/ESL Language Instructor
Roosevelt High School 2002 — 2006
High School Diploma, General Studies
Nike February 2015 - Present
BYU-Idaho January 2011 - December 2014
Northwestern Mutual June 2014 - September 2014
BYU-Idaho September 2013 - April 2014
ConAgra Foods May 2013 - August 2013
BYU-Idaho November 2012 - April 2013
Big 5 Sporting Goods June 2011 - August 2011
Skills
Teamwork, Leadership, Microsoft Excel, Critical Thinking, Social Media, Budgets, Self Management, Goal Oriented, Decision Making, Analysis, Business Networking, Customer Service, Entrepreneurship, Management, Time Management, Public Speaking, Market Research, Team Building, Outlook, Sales
Education
Brigham Young University - Idaho 2011 — 2014
Bachelor's Degree, Business Management - Finance, 3.69 Cumulative GPA
Columbia Basin College 2011 — 2011
Worked towards AA
Northwestern Mutual 1995 - Present
Skills
Retirement Planning, Investments, Strategic Financial..., Wealth Management, Mutual Funds, Series 7, Financial Analysis, Retirement, Life Insurance, Series 63, Disability Insurance, Financial Modeling, Fixed Annuities, Securities, Estate Planning
Education
University of Utah - David Eccles School of Business 1988 — 1992
BS, Marketing and Finance
Brigham Young University
Principal Financial Group September 2015 - Present
MetLife April 2014 - August 2015
New England Financial January 2012 - December 2014
New England Financial November 2010 - December 2011
Northwestern Mutual June 2006 - November 2010
Bankers Life and Casualty June 2005 - June 2006
Kohl's Department Stores December 2003 - August 2005
ShopKo October 2002 - December 2003
Reeser's Fine Foods June 2002 - August 2002
Education
Brigham Young University 1997 — 2010
BA, International Studies
Abbotsholme
Northwestern Mutual May 2015 - Present
GunAuction.com July 2014 - Present
FFL Holdings August 2014 - January 2015
Brigham Young University August 2011 - April 2012
Skills
Spanish, Teaching, Leadership, Microsoft Excel, Microsoft Office, Customer Service, Time Management
Education
Brigham Young University 2011 — 2017
Ponderosa High School 2008 — 2011
Northwestern Mutual August 2015 - Present
University of Northern Colorado January 2013 - May 2015
Skills
PowerPoint, Research, Microsoft Office, Microsoft Excel, Customer Service, Teaching, Public Speaking, Microsoft Word, Music, Event Planning, Jazz Improvisation, Jazz Piano
Education
University of Northern Colorado 2013 — 2015
Master's degree, Jazz/Jazz Studies
Brigham Young University 2010 — 2012
Bachelor's degree, Jazz Studies
Northwestern Mutual July 2014 - Present
BYU-Idaho January 2014 - April 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Data Entry
Education
Brigham Young University - Idaho 2010 — 2014
Bachelor of Health Science, Health Professions and Related Clinical Sciences, Other
Brigham Young University - Idaho
Instructure September 2015 - Present
Melaleuca:The Wellness Company April 2013 - Present
Northwestern Mutual July 2012 - March 2013
Wells Fargo January 2011 - April 2012
Wells Fargo December 2007 - November 2008
Skills
Financial Analysis, Corporate Finance, Microsoft SQL Server, Data Analysis, Microsoft Excel, Strategic Financial..., Leadership, Investments, Project Management, Analysis, Teamwork, Sales, Accounting, Microsoft Office
Education
Idaho State University 2014 — 2015
Master of Business Administration (M.B.A.), 3.70
BYU-Idaho 2012 — 2013
Bachelor of Science (B.S.), Financial Economics, 3.75
Latter-day Saints Business College 2011 — 2011
Associate of Science (A.S.), Business
UBS Private Wealth Management May 2015 - Present
BYU Cougar Capital April 2014 - April 2015
Goldman Sachs June 2014 - August 2014
Goldman Sachs Asset Management January 2010 - July 2013
Zenger Folkman September 2009 - January 2010
Northwestern Mutual May 2008 - October 2009
Ensign Peak Advisors January 2009 - April 2009
Missionary Training Center January 2006 - April 2008
Backcountry.com May 2007 - August 2007
Education
Brigham Young University
Master of Business Administration (MBA)
Brigham Young University 2006 — 2009
Finance
Jerusalem Center for Near Eastern Studies 2008 — 2008
Timpview
Disruptive Advertising August 2015 - Present
Matsumoto Creative January 2006 - Present
Northwestern Mutual June 2012 - June 2014
Wells Fargo Advisors November 2008 - July 2012
Skills
Retirement Planning, Series 6, Retirement, Fixed Annuities, IRAs, Long-term Care, Long Term Care Insurance, Disability Insurance, 529 Plans, Roth IRA, Life Insurance, Series 63, Strategic Financial..., 401k Rollovers, Wealth Management, Variable Annuities, Investments, Mutual Funds, 401k, Education Funding, Financial Planners, Health Insurance, Insurance, Financial Planning, Sales, Customer Service, Leadership
Education
Brigham Young University 2003 — 2011
Political Economy
Vista High School 1998 — 2002
Palomar College
Political Science and Government
You Need A Budget September 2012 - Present
CG Ventures July 2008 - December 2014
Netmark.com February 2010 - August 2012
AJ Ventures July 2008 - February 2010
Northwestern Mutual January 2007 - June 2008
Skills
Operations Management, Leadership, Strategy, Management, Entrepreneurship, Start-ups, Human Resources, Recruiting, Consulting, Small Business, Strategic Partnerships, Business Development, Marketing, Competitive Analysis, Management Consulting, Personal Finance
Education
Brigham Young University 2007 — 2009
BS Business Management, Strategy, Management
Adaptive Computing August 2015 - Present
Brigham Young University August 2014 - Present
Banana Peel Books January 2014 - Present
Northwestern Mutual April 2015 - August 2015
The Church of Jesus Christ of Latter-day Saints - Human Resources 2012 - 2014
Skills
Management, Spanish, Graphic Design, Social Media, Blogging, Creativity Skills, Research, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Project Management, Creative Writing, Public Speaking, Tenacious Work Ethic
Education
Brigham Young University 2012 — 2017
High School, Business Management - Marketing, 3.8/4.0
BambooHR June 2013 - Present
BambooHR January 2013 - May 2013
Southwest Airlines September 2012 - December 2012
Northwestern Mutual June 2012 - August 2012
BYU-Idaho January 2011 - December 2011
BYU-Idaho January 2011 - July 2011
Windshield Warriors 2011 - 2011
The Church of Jesus Christ of Latter-day Saints August 2010 - December 2010
Capital One April 2008 - December 2008
Bank of America January 2007 - April 2008
Skills
Talent Acquisition, Technical Recruiting, Human Resources, Recruiting, Leadership, Training, Team Building, Spanish, Teamwork, Management, Event Planning, Public Speaking, New Hire Orientations, Team Leadership, Employee Benefits, Research, Social Networking, Employee Relations, Coaching, Leadership Development, HRIS, Communication, Curriculum Development, BambooHR
Education
Brigham Young University - Idaho 2008 — 2012
Bachelor's Degree
Toastmasters International
Northwestern Mutual August 2015 - Present
The Church of Jesus Christ of Latter-day Saints October 2014 - August 2015
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Research, Public Speaking, Social Media, English, Teamwork, Strategic Planning, Outlook, Photoshop, HTML5, CSS, VBA
Education
Brigham Young University 2011 — 2017
Accounting, 3.88/4.00
Brigham Young University
Melaleuca:The Wellness Company August 2015 - Present
BPriceless Clothing & Accessories April 2009 - Present
Melaleuca:The Wellness Company June 2015 - August 2015
Cottonwood Residential May 2012 - June 2015
Camden Apartments May 2010 - May 2012
American Bullriding Company October 2006 - January 2011
Brittany Rae's Boutique January 2010 - September 2010
Northwestern Mutual November 2009 - April 2010
Skills
Marketing, Blogging, Leadership, Recruiting, Time Management, Fashion, Apparel, Social Media Marketing, Social Media, InDesign, Marketing Strategy, Advertising, SEO, Money Management, People-oriented, Management, Small Business, Interviews, Wholesale, Photoshop, Customer Service, Public Speaking, Public Relations, Property Management, Sales, Team Building, Social Networking, Team Leadership, Training, Budgets, Entrepreneurship, Coaching, Online Marketing
Education
Brigham Young University - Idaho 2005 — 2009
Bachelor's degree, Communications/Marketing
Burlington High School, Burlington Wyoming 2001 — 2005
High School
River Runners June 2015 - Present
ToC Group April 2013 - June 2015
Northwestern Mutual August 2012 - April 2013
Franklin Covey January 2001 - January 2004
Franklin Covey January 1999 - January 2001
DSW Partners Advertising January 1997 - January 1999
Churchill Junior High January 1996 - January 1997
Skills
Brand Development, Negotiation, Business Development, Strategy, Project Management, Advertising, Project Coordination, Time Management, Social Networking, Leadership, Event Planning, Social Media, Facebook, Multi Tasking, Organization, Communication Skills, Channel Strategy, Sales Channel..., Marketing Strategy
Education
Brigham Young University 1991 — 1996
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Intermountain Healthcare February 2013 - Present
Intermountain Healthcare February 2010 - February 2013
Intermountain Healthcare July 2009 - February 2010
Intermountain Healthcare June 2008 - July 2009
Northwestern Mutual March 2007 - April 2008
Northwestern Mutual Financial Network March 2007 - March 2008
Summit Financial Marketing February 2006 - March 2007
Skills
Financial Analysis, Healthcare, Budgeting, Hospitals, Data Analysis, Excel, Financial Reporting, Capital Budgeting, Process Improvement, Analysis, Budgets, Management, Finance, Risk Management, Strategy, Variance Analysis, Insurance, Financial Modeling, Forecasting, Access, Internal Audit, Revenue Cycle, Strategic Financial..., Policy, Microsoft Excel, Financial Statement..., Marketing, Financial Planning, Leadership, CFOs
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University 2003 — 2008
Finance, Finance
D'Evelyn High School 1997 — 2001
Fidelity Investments June 2014 - Present
BYU Catering September 2012 - September 2013
Northwestern Mutual May 2013 - August 2013
Brigham Young University May 2012 - July 2012
Skills
HAZCOM, Life & Health Insurance..., PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word
Education
BYU 2009 — 2013
Amgen November 2014 - Present
Daiichi Sankyo, Inc. June 2014 - November 2014
Daiichi Sankyo September 2010 - May 2014
Northwestern Mutual August 2009 - September 2010
Skills
Pharmaceutical Sales, Account Management, Building Relationships, Sales, Cold Calling, Sales Presentations, Sales Operations, Product Launch, Selling, Sales Process, Marketing, Direct Sales, Sales Force Development, Urology, Salesforce.com, Sales Management
Education
Brigham Young University - Hawaii 2005 — 2008
Biology
Google March 2015 - Present
SportLocker (Simplified Sports Inc.) August 2014 - March 2015
Qualtrics May 2013 - September 2014
Sebo Marketing February 2013 - May 2013
L'Oreal September 2012 - April 2013
Northwestern Mutual April 2012 - September 2012
SPB Partners June 2010 - August 2010
Skills
Microsoft Excel, Google Adwords, PowerPoint, SPSS, Google Analytics, Data Analysis, Leadership, Conjoint Analysis, Advertising, Financial Analysis, Marketing, Social Media, Online Marketing, Microsoft Office, Sales, Visual Basic, WordPress, HTML 5, Photoshop, E-commerce, SQL, Business Intelligence, Statistical Software, Management
Education
Brigham Young University 2007 — 2013
Bachelor of Science (BS), Business Management/ Marketing
Brigham Young University - Marriott School of Management
Doterra Essential Oils February 2012 - Present
Northwestern Mutual July 2008 - August 2010
Northwestern Mutual 2008 - 2010
Skills
Wilderness First..., Cpr Certified, Microsoft Office, Efficiency, Exceptionally well..., Self Management, Self-driven, Self-starter, Confidant, Honest, Multitasking Skills, Capable, Basic Web Design, Hard Worker, Web Design
Education
BYU 2003 — 2007
Bachelor of Science (BS), Recreation Management Youth Leadership
Northwestern Mutual November 2014 - Present
Northwestern Mutual January 2012 - April 2014
Kohl's Department Stores June 2010 - December 2011
Nu Skin Enterprises January 2010 - May 2010
Kohl's Department Stores June 2009 - August 2009
Skills
Analysis, Sourcing, Strategic Sourcing, Forecasting, Inventory Management, Process Improvement, Competitive Analysis, Cross-functional Team..., Financial Analysis, Leadership, Data Analysis, Retail, Vendor Management, Budgets, Customer Service, Management
Education
Brigham Young University 2006 — 2009
BS, Business Management - Finance
Northwestern Mutual April 2010 - Present
Utah Valley Chamber of Commerce December 2013 - Present
Utah Valley Chamber of Commerce January 2012 - December 2013
Community Action Services & Food Bank January 2011 - April 2012
Aflatoun January 2010 - April 2010
Corporation for National and Community Service September 2009 - December 2009
United Way of Utah County June 2009 - August 2009
Summit Financial Marketing 2007 - 2008
Skills
Financial Planning, Investments, Insurance, Fundraising, Non-profits, Strategic Financial..., Small Business, Disability Insurance, Retirement Planning, Life Insurance, Retirement, Long-term Care, 401k, Employee Benefits, Estate Planning
Education
Brigham Young University 2006 — 2010
BA, Chinese, Business Management Minor
Nupath Health March 2013 - Present
Employer Solutions October 2010 - February 2013
Northwestern Mutual November 2008 - June 2010
QuicKutz, Inc. March 2007 - June 2008
Skills
Onboarding, Management, Insurance, Employee Benefits, Customer Service, Sales Management, Employee Relations, Human Resources, Benefits Administration, Training, Recruiting, Sales, Leadership Development, Leadership
Education
Stevens-Henager College-Orem 2008 — 2009
Master's degree, Health/Health Care Administration/Management
Brigham Young University - Idaho 2001 — 2005
Bachelor of Science (B.S.), Public Health
Northwestern Mutual June 2006 - Present
Skills
Insurance, Finance, Management, Securities, Financial Advisory, Strategic Financial..., Retirement Planning, Leadership, Retirement, Estate Planning, Long-term Care
Education
Brigham Young University 2000 — 2005
Bachelor of Science (B.S.)
Orem High School 1994 — 1997
High School Diploma
Northwestern Mutual June 2012 - Present
Prana Fitness April 2011 - Present
Northwestern Mutual April 2010 - June 2012
Northwestern Mutual July 2006 - April 2010
Valparaiso University August 2005 - May 2006
Fox Valley Special Recreation Association October 2001 - August 2002
Skills
Yoga, Cycling, Running, Coaching, Disability Insurance, Life Insurance, Fitness, Investments, Customer Service, Event Planning, Microsoft Office, PowerPoint, Social Media, Teaching, Event Management, Microsoft Word, Microsoft Excel, Editing, Management, Time Management, Blogging
Education
The American College 2008 — 2009
Chartered Life Underwriter
Valparaiso University 2005 — 2006
Bachelor of Arts Degree, Political Science, International Relations, Spanish
Brigham Young University 2003 — 2004
Political Science
Southern Virginia University 2002 — 2003
Business Management
Atlas Tower Companies November 2011 - Present
Atlas Tower, LLC February 2008 - November 2011
WiBlue, Inc. June 2007 - February 2008
Fusion Technologies April 2005 - June 2007
Northwestern Mutual 2003 - 2005
Skills
Wireless, CDMA, Cellular Communications, 4G, Microwave, UMTS, 3G, LTE, Fiber Optics, GSM, Broadband, Optical Fiber, RF, WiMAX, WiFi, Telecommunications, Tower Erection, Project Management
Education
Brigham Young University 1997 — 2000
BS, Business; Marketing
Northwestern Mutual May 2015 - Present
Gibson, Dunn & Crutcher LLP June 2014 - August 2014
Utah Community Credit Union October 2012 - July 2013
The Church of Jesus Christ of Latter-day Saints - Human Resources August 2010 - August 2012
Sport Chalet November 2009 - July 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Customer Service, Social Media, Research, Leadership, Finance, Spanish, Financial Analysis, Sales, Event Planning, Time Management
Education
Brigham Young University 2013 — 2016
Bachelor's degree, Business Administration and Management, General, Sophomore
Brigham Young University
ProShares September 2009 - Present
Declaration Management & Research April 2007 - September 2009
Northwestern Mutual March 2005 - January 2007
Skills
Bloomberg, Fixed Income, Financial Modeling, Investments, Valuation, Portfolio Management, Hedge Funds, Asset Managment, Capital Markets, Securities, Alternative Investments, Trading, Equities, Derivatives, Mutual Funds, Financial Analysis, ETFs, Bloomberg Terminal, Equity Derivatives, Finance, Swaps, Trading Strategies, Funding, Investment Management, ABS, Asset Allocation, Bonds, Investment Strategies, Series 63, Collateral Management, Financial Risk, Equity Research, Leadership, Management, Analysis, Microsoft Office, Risk Management, Microsoft Excel
Education
University of Maryland College Park 2010 — 2013
MBA, Finance and Entrepreneurship, 3.75 GPA
Brigham Young University 2004 — 2007
BS, Finance
VitalSmarts July 2015 - Present
SIRQ Inc. May 2012 - June 2015
Northwestern Mutual September 2006 - June 2011
Nu Skin Enterprises 1997 - 2004
Windows95.com 1996 - 1997
Direct Connect 1992 - 1996
Skills
Advertising Sales, Direct Sales, Sales Process, Digital Photography, Web Development, Business Development, Advertising, New Business Development, Product Marketing, Public Speaking, Social Media Marketing, Leadership, Management, Negotiation, Marketing, Sales, Competitive Analysis, Marketing Strategy, Marketing Communications, Entrepreneurship, Online Advertising, Strategy, Online Marketing, Start-ups, Budgets, Lead Generation, Project Planning, Strategic Planning, Team Building, Sales Management, Business Planning, Business Strategy, Cross-functional Team...
Education
Brigham Young University 1989 — 1993
Business Administration and Management, General
NerdWallet March 2015 - Present
FindTheBest October 2014 - February 2015
Capital One February 2014 - February 2015
anyoption November 2013 - February 2015
FamilyShare September 2013 - December 2014
Deseret News November 2013 - June 2014
Arvest Bank June 2013 - January 2014
Northwest Arkansas BYU Management Society April 2013 - January 2014
Northwestern Mutual August 2011 - December 2012
Agel Enterprises, LLC January 2008 - August 2011
Skills
Time Management, Networking, Editing, Finance, Blogging, Critical Thinking, IRAs
Education
Brigham Young University 2008 — 2012
Bachelor of Science, Business Management; Finance, 3.75/4.0
West Jordan High School 2001 — 2004
Vanguard July 2014 - Present
Northwestern Mutual February 2012 - Present
Skills
Disability Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Financial Analysis, Long Term Care Insurance, IRAs, Long-term Care, 401k, Microsoft Excel, Economics, PowerPoint, Data Analysis, Health Insurance, Leadership
Education
Brigham Young University 2010 — 2014
Bachelor's degree, Economics
Northwestern Mutual May 2008 - Present
Rust Coin September 2005 - May 2008
The Church of Jesus Christ of Latter-day Saints - Human Resources September 2003 - September 2005
Skills
Public Speaking, Insurance, Customer Service, Customer Relations, Social Media Marketing, Marketing Strategy, Small Business, Financial Analysis, New Business Development, Sales, Leadership, Entrepreneurship, Finance, Coaching, Customer Satisfaction, Microsoft Excel, Strategic Planning, Account Management, Team Building, Disability Insurance, Management, Marketing, Life Insurance, Sales Management
Education
Brigham Young University 2005 — 2009
Bachelor of Science (BS), Finance
The American College
Extend Health August 2011 - Present
Freelance management consulting February 2000 - Present
The Evergreen Group February 2000 - October 2011
The Evergreen Group January 2000 - August 2011
Walgreens September 2006 - April 2010
Lubbock Christian University 2006 - 2006
1st Source Bank September 2004 - June 2005
Northwestern Mutual 2003 - 2004
C. Kay Cummings Candies January 1996 - January 2001
Linda's Furniture 2000 - 2001
Skills
Marketing, Brand Management, Analysis, Market Research, Product Development, Strategic Planning, Product Marketing, Management, Sales, Strategy, Customer Service, Business, Cross-functional Team..., Team Building, Health Insurance..., Underwriting, Insurance, Health Insurance, Research, Medicare, Positive Can-do Attitude, Pricing, Retail, Leadership, Medical Underwriting, Change Management, Coaching, Business Planning, Financial Analysis, Business Analysis, Customer Satisfaction, Project Management, Budgets, Business Strategy, Process Improvement, Business Development, New Business Development, Forecasting, Business Development..., Sales Management, Data Analysis, Employee Benefits, Training, Market Analysis, Consulting, Vendor Management, Time Management, Marketing Strategy, Competitive Analysis, Start-ups
Education
Texas Tech University - Rawls College of Business 2005 — 2006
Doctorate, Marketing (not completed)
University of Notre Dame 2001 — 2003
Master, Business Administration; Strategy and Marketing
University of Notre Dame - Mendoza College of Business 2001 — 2003
MBA, primary: marketing; secondary: finance
Brigham Young University 1988 — 1996
Bachelors, Communications; minors: Psychology, Family Science, English
East High School 1984 — 1988
Honors Enriched Diploma, Baccalariat degree
First Solar January 2014 - Present
Halverson and Company June 2008 - December 2013
BYU Harold B. Lee Library March 2006 - December 2008
Northwestern Mutual 2005 - 2008
Skills
Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Provision, Entity Selection, Entity Formation, Income Tax, Business Planning, Excel, Microsoft Office, IRS problem resolution, Tax Advisory, Tax Research, Microsoft Excel, CPA, Tax Returns, Accounting, US Tax, Internal Controls, Finance
Education
Brigham Young University 2001 — 2008
MAcc, Tax
McQueen Insurance September 2009 - Present
Northwestern Mutual January 2003 - September 2009
Skills
Disability Insurance, Health Insurance, Life Insurance, Customer Service, Public Speaking, Sales, Financial Analysis, Marketing, Leadership, Insurance, Sales Management, Account Management, Training, Team Building, Strategic Planning
Education
Brigham Young University 1998 — 2003
BA, English
Northwestern Mutual
Skills
Customer Service, Management
Education
LDS Business College 1968 — 1970
Associate's Degree
Brigham Young University
Northwestern Mutual January 1994 - Present
Chatham-Becker Home Furnishings September 1972 - February 1993
Education
Brigham Young University
Business
Los Angeles Valley College
Business
Northwestern Mutual October 2006 - Present
Erhard Financial Group January 2008 - September 2009
Axis Marketing 2004 - 2006
Pinnacle Security 2003 - 2006
Education
Brigham Young University - Idaho 2002 — 2006
BS, Business Management Marketing
Iowa State University 1999 — 1999
Muscatine High School 1995 — 1999
Primerica Financial Services May 2014 - August 2014
State of Utah April 2014 - August 2014
The Church of Jesus Christ of Latter-day Saints February 2013 - December 2013
Northwestern Mutual May 2013 - June 2013
San Angel Hotel May 2012 - August 2012
DIRECTV August 2009 - February 2010
Amaranto Villegas Dental Clinic May 2009 - January 2010
Virgin Mobile USA May 2009 - August 2009
Skills
Marketing, CRM, Microsoft Office, Teamwork, Spanish, Customer Service, Social Networking, Facebook, Leadership
Education
Brigham Young University - Idaho 2015 — 2016
Bachelor of Science (B.Sc.), Business Management: Finance and Supply Chain Management Emphasis
LDS Business College 2012 — 2014
DM2 Software May 2014 - Present
Northwestern Mutual April 2013 - May 2014
Ameritas Investment Corp. January 2012 - April 2013
Sovereign Financial Group September 2011 - April 2013
DM2 Software, Inc. April 2007 - August 2011
White Mountain Fuels August 2004 - March 2007
Ford Motor Company January 2003 - July 2004
Education
Brigham Young University 2000 — 2002
BS - Business, Finance & Financial Services
Vanguard June 2014 - Present
US Army Reserves September 2011 - Present
Northwestern Mutual December 2012 - April 2014
KissMyBook.Com December 2009 - February 2012
LDS - Missionary Training Center August 2011 - November 2011
Dish One Satellite April 2011 - October 2011
Platinum Protection April 2010 - November 2010
Skills
Sales, Advertising, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Cold Calling, Social Media, Teamwork, Event Planning, Team Leadership, Training
Education
Brigham Young University 2011 — 2013
Bachelor's degree, Finance, 3.71
Snow College 2010 — 2011
Associate of Arts and Sciences (AAS), General Education, 3.86
Phillips 66 May 2012 - Present
ConocoPhillips January 2012 - April 2012
Northwestern Mutual April 2011 - January 2012
Chevron January 2009 - April 2011
Walmart June 2006 - October 2006
Skills
Excel, PowerPoint, Microsoft Office, Analysis, Finance
Education
Brigham Young University 2009 — 2011
Bachelor of Business Administration, Finance, 3.84
Northwestern Mutual September 2008 - Present
Northwestern Mutual February 2013 - Present
Northwestern Mutual March 2010 - February 2013
Northwestern Mutual July 2007 - September 2008
Stampede Marketing May 2005 - August 2006
Education
Brigham Young University 2001 — 2008
Finance, Business Management
Marlboro High School 1997 — 2001
MassMutual Financial Group August 2015 - Present
Northwestern Mutual January 2010 - August 2015
Hendershot's Sporting Goods, Inc May 2006 - January 2010
Skills
Retirement Planning, Sales, Investments, Financial Analysis, Strategic Financial..., Life Insurance, Valuation, Marketing, Risk Management, Customer Service
Education
Brigham Young University - Idaho 2003 — 2006
Bachelors Degree, Ag Business
SFHS
Northwestern Mutual March 2011 - Present
World Wide Payment Solutions August 2009 - March 2011
MGO Capital April 2009 - March 2011
MVSP Inc. August 2009 - April 2010
Magleby's Grill and Oyster Bar January 2008 - January 2009
Atlas Marketing September 2006 - December 2007
Skills
Start-ups, Entrepreneurship, Leadership, CRM, Management, New Business Development, Social Media Marketing, Marketing, Project Management, Small Business, Finance, Strategic Planning, Business Planning, Team Building, Customer Service, Business Development
Education
Brigham Young University 2003 — 2010
BS, Management: Entrepreneurship
Northwestern Mutual June 2011 - Present
Builder Helper LLC August 2006 - June 2011
Legend Real Estate July 1997 - June 2011
Education
Utah State University 2002 — 2004
MBA, Finance
Brigham Young University 1992 — 1997
Undergraduate, Finance
Facebook March 2015 - Present
Medline Industries January 2012 - March 2015
Ernst & Young May 2007 - January 2012
Hui Ye Law Firm May 2006 - June 2006
Northwestern Mutual June 2005 - August 2005
Skills
Customs Regulations, International Trade, Trade Compliance, Import, Export Controls, Management, Free Trade Agreements, Leadership, NAFTA, Process Improvement, Harmonized Tariff..., International Trade Law, Foreign Trade Zone, Strategy, ITAR, C-TPAT, Supply Chain, Supply Chain Management, Logistics, SAP, Risk Management, International Business, Cross-functional Team..., Due Diligence
Education
University of Wisconsin Law School 2004 — 2007
Juris Doctor
Brigham Young University 1998 — 2004
B.S., Management with Emphasis in Finance
Northwestern Mutual May 2009 - September 2009
APX Alarm Security Solutions April 2005 - December 2008
Education
Brigham Young University - Idaho 2005 — 2007
Financial Advisory Corporation January 2012 - Present
Rubicon Consulting & Management, LLC June 1999 - Present
Northwestern Mutual June 1999 - December 2011
Pebbles In My Pocket, Inc. March 1998 - March 1999
Hawkins Cloward & Simister January 1996 - March 1999
Skills
Strategic Financial..., Tax, Finance, Investments, Cash Flow, Small Business, Disability Insurance, Financial Planners, Cash Flow Management, Tax Reduction Strategies, Financial Planning, Life Insurance
Education
Brigham Young University 1988 — 1996
Masters of Accountancy, Taxation
The University of Texas Health Science Center at Houston August 2008 - December 2011
Macerich December 2005 - July 2008
BNY Mellon December 2004 - September 2005
Northwestern Mutual April 2002 - September 2004
Stanley Associates, Inc. September 1999 - March 2002
Lockheed Martin March 1996 - August 1999
Dominican Republic March 1994 - August 1995
Skills
Risk Management, Internal Audit, Risk Assessment, Sarbanes-Oxley Act, Business Process, IT Audit, Auditing
Education
Brigham Young University 1990 — 1993
BA: European Studies, Spanish and Iberian Studies
Brigham Young University April 2010 - Present
Brigham Young University August 2008 - May 2010
Northwestern Mutual March 2004 - April 2008
Skills
Data Analysis, Financial Analysis, Spanish, PowerPoint, Microsoft Excel, Statistics, Leadership, Financial Modeling, Analysis, Public Speaking, Microsoft Office, Research, Economics, Access, Market Research
Education
Brigham Young University 2008 — 2010
Master of Business Administration (MBA), Finance
Brigham Young University 1999 — 2003
Bachelor of Science (BS), International Finance
Northwestern Mutual March 2005 - Present
Alliance Marketing 2004 - 2005
Costco Wholesale 2003 - 2004
Skills
Finance, Management, Customer Service, Leadership, Public Speaking, Financial Analysis, Strategic Planning, Marketing, Microsoft Office, Microsoft Excel
Education
Brigham Young University 1999 — 2005
BS, Business Management - Finance Emphasis
Trabuco Hills High School 1994 — 1999
Amazon July 2014 - Present
General Mills May 2013 - August 2013
Amazon March 2013 - May 2013
Career Step January 2010 - July 2012
Accenture May 2008 - January 2010
Northwestern Mutual January 2007 - November 2007
Mountain West Capital Network May 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Utah 2004 — 2007
B.S., Economics & Business
Brigham Young University 2006 — 2006
Marriott School of Business Europe Study Abroad, Marketing & Management
Lifetime Products May 2012 - Present
Lifetime Products May 2008 - Present
Northwestern Mutual March 2007 - January 2010
Education
Brigham Young University 2005 — 2008
Northwestern Mutual May 2014 - May 2015
Merrill Lynch July 2013 - August 2013
Wells Fargo October 2011 - July 2012
Skills
Spanish, Data Analysis, Microsoft Excel, Leadership, Analysis, Customer Service, Financial Analysis, PowerPoint, Microsoft Word, Public Speaking, Account Management, Finance, Accounting
Education
Thunderbird School of Global Management 2013 — 2014
Master of Global Management, Global Finance
Case Western Reserve University - Weatherhead School of Management 2012 — 2014
MBA, Finance
Brigham Young University 2002 — 2008
BA, Spanish
Northwestern Mutual January 2005 - Present
Northwestern Mutual April 1998 - Present
Northwestern Mutual August 1998 - January 2005
Skills
Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Life Insurance, Disability Insurance, Insurance, Long Term Care Insurance, Financial Advisory, Estate Planning, Education Funding, Series 7, IRAs, Fixed Annuities, Long-term Care, Retirement, Variable Products, Wealth Accumulation, 401k, Financial Services, Securities, Wealth Management
Education
The American College 2005 — 2007
Chartered Financial Consultant (ChFC), Finance
The American College 1999 — 2003
Chartered Life Underwriter (CLU), Finance
Idaho State University 1996 — 1998
Bachelor of Business Administration, Finance
Brigham Young University 1991 — 1996
Zoology & Business
Northwestern Mutual 2009 - Present
Skills
Retirement Planning, Series 7, Investments, Insurance, Financial Analysis, Strategic Financial..., IRAs, Securities, 401k, Strategy, Fixed Annuities, Mutual Funds, Finance, Public Speaking, Asset Allocation, Long Term Care Insurance, Credit, Long-term Care, Estate Planning, Financial Planning, Equities, Financial Services, Microsoft Office, Fixed Income, Relationship Management, Financial Modeling, Private Equity, Risk Management, Marketing, Loans, Portfolio Management, Retirement, Series 6, Mortgage Lending, Wealth Management, Series 63, Underwriting, Banking, Small Business, Health Insurance, Valuation, Disability Insurance, Asset Management, Wealth Accumulation, Life Insurance, Cash Management
Education
Brigham Young University 1997 — 2004
Bachelor of Arts (BA)
Northwestern Mutual April 2012 - Present
Northwestern Mutual August 2010 - April 2012
Dr. Alan Ingersoll DDS March 2010 - July 2010
Education
Brigham Young University
Bachelor of Arts (B.A.), Fine and Studio Arts
Northwestern Mutual August 2013 - Present
Northwestern Mutual September 2008 - July 2013
Northwestern Mutual January 2012 - September 2012
The Generations Network January 2008 - April 2008
Brigham Young University January 2008 - April 2008
Brigham Young University March 2007 - January 2008
Liberty Mutual Group 2005 - 2005
Skills
Insurance, Microsoft Office, Investments, Customer Service, Excel, Disability Insurance, Financial Analysis, Microsoft Excel, Marketing, Life Insurance, Wealth Management, Financial Services, Finance
Education
The American College 2010 — 2013
CLU, Financial Planning and Services
Brigham Young University 2004 — 2008
BA, Communications
Anderson HighSchool
Snap Finance September 2015 - Present
Snap! Finance October 2012 - Present
Northwestern Mutual 2008 - 2012
NACT Solutions, LLC 2004 - 2008
Oracle 2001 - 2003
ADP Dealer Services 1997 - 2001
Skills
Technical Sales..., Software Sales, Account Management, CRM, Solution Selling, SaaS, Telecommunications, Salesforce.com, Enterprise Software, Sales Process, Channel, Direct Sales, Management, Cloud Computing, Sales, Strategic Partnerships, Lead Generation, Selling, Sales Management, Channel Partners, Cold Calling, Managed Services, Sales Operations, Software Industry, Start-ups, Consulting, Strategy, Training
Education
Brigham Young University
Business, Management, Marketing, and Related Support Services
University of Nevada-Las Vegas
Bachelor of Arts (B.A.), Human Resources Development
Challenger Pallet & Supply Inc May 2013 - Present
Northwestern Mutual January 2013 - May 2013
Timeless Woods, LLC December 2011 - December 2012
Challenger Pallet & Supply March 2010 - January 2012
MonaVie January 2010 - February 2010
MonaVie April 2009 - February 2010
The Church of Jesus Christ of Latter-day Saints January 2007 - January 2009
The Generations Network September 2005 - January 2007
Spherion April 2005 - November 2006
Skills
Microsoft Excel, Call Center, Data Entry, Microsoft Office, PowerPoint, HTML, Training, Organizational..., Microsoft Word, Customer Service, Social Networking, Computer Hardware, Public Speaking, Photoshop, Leadership, Troubleshooting, Sales, Team Leadership, Research, Time Management, Leadership Development, Quality Assurance, Call Centers, Process Improvement, Outlook, Team Building, Social Media Marketing, Teaching, Management, Data Analysis
Education
Brigham Young University 2011 — 2016
Civil Engineering, Minor in Business Management and Computer Science
Mountain View High School 2004 — 2005
Diploma, General Studies
Tulsa School of Arts and Sciences 2002 — 2004
Texas Tech University Health Sciences Center April 2012 - Present
First Bank and Trust July 2010 - April 2012
Northwestern Mutual May 2009 - August 2009
Vantage Credit Union May 2008 - August 2008
Rocky Mountain Cellular - ALLTEL January 2008 - April 2008
Asphalt Zipper April 2007 - August 2007
Education
Brigham Young University - Idaho 2007 — 2010
Business, Finance
Boeing May 2015 - August 2015
Brigham Young University September 2014 - December 2014
Brigham Young University June 2014 - August 2014
Walmartvendor LLC January 2014 - April 2014
Northwestern Mutual June 2013 - August 2013
Brigham Young University 2009 - 2013
Compass Construction June 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints May 2010 - May 2012
Henry Moses Aquatic Center June 2008 - September 2008
Skills
Word Processing, Microsoft Excel, Communication Skills, Team Leadership, Latin Dance, Mac OS X, London Underground, Problem Solving, Multicultural..., Creative Solutions, Flexible Schedule, Always Willing to Learn, Teamwork, Team Management, Microsoft Word, OS X, Research, Public Speaking, Social Media, Microsoft Office, PowerPoint, Leadership, Customer Service, Teaching, Data Analysis
Education
BYU 2009 — 2016
Minor, Computer Science
Brigham Young University 2008 — 2015
BS in Finance, Junior
Northwestern Mutual September 2000 - Present
State farm Insurance company March 1992 - June 1999
Skills
Microsoft Office, Management, Leadership, Strategic Planning, Financial Analysis
Education
Brigham Young University 1968 — 1971
BS, Environmental Design
Northwestern Mutual January 2011 - Present
Education
Brigham Young University - Idaho 2006 — 2010
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors December 2011 - July 2015
Assurance Financial LLC June 2009 - January 2012
Horace Mann March 2011 - December 2011
Aflac June 2009 - December 2011
Northwestern Mutual January 2009 - January 2010
Living Scriptures January 2008 - March 2009
Credit Attorney, PLLC January 2008 - April 2008
Skills
Investment Banking, Banking, Retail Banking, Customer Service, Strategic Financial..., Insurance, Health Insurance, Life Insurance, Property & Casualty..., Trusts, Whole Life, Loan Origination, Commercial Lending, Notary Public, Legal Research, Legal Writing, Financial Services, Finance, Investments, Risk Management, Wealth Management, Financial Analysis, Small Business, Sales, Financial Planning
Education
Utah Valley University 2009 — 2016
Personal Financial Planning
Utah Valley University 2009 — 2016
Legal Studies
Brigham Young University 2011 — 2013
Business/Corporate Communications
Westminster College 2010 — 2010
Business Administration and Management, General
Hillcrest High School
LDSBC
Paralegal Studies
Qualtrics October 2014 - Present
Qualtrics January 2013 - October 2014
Qualtrics Labs March 2011 - January 2013
Northwestern Mutual April 2010 - September 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Microsoft Excel, Data Analysis, Budgets, Financial Accounting, PowerPoint, Business Strategy, Microsoft Office, Team Leadership, Strategic Planning, Customer Service, Finance, QuickBooks, Access
Education
Brigham Young University
Master of Accountancy, Accounting
Byers Health Plus+ March 2013 - Present
Anthem Blue Cross and Blue Shield January 2012 - January 2013
Northwestern Mutual March 2003 - May 2010
Skills
Health Insurance, Medicare, Employee Benefits, Employee Benefit..., Medicare Part D, Life Insurance, Customer Service, Insurance, Disability Insurance, Term Life Insurance, Sales, Fixed Annuities, Long-term Care, Accident, Workers Compensation, Health Savings Accounts, Benefits Administration, Marketing, Whole Life, Brokers, Long Term Care Insurance, Management
Education
Ricks College
Roadmaster Group April 2014 - Present
Peak Performance Ventures January 2009 - April 2014
Northwestern Mutual January 2005 - July 2009
Risinger Brothers Transfer 2004 - 2005
Transplace March 2001 - March 2004
Skills
Social Media Marketing, Marketing Strategy, Operations Management, Recruiting, Business Strategy, Sales Management, Sales Operations, Direct Sales, SEO, Logistics Management, Supply Chain Management, Management, Sales, Leadership, Business Development, Strategy, Customer Service, Marketing
Education
Brigham Young University 1996 — 1999
Family Science
Guardian Life/Park Avenue Securities June 2013 - Present
Northwestern Mutual July 2000 - May 2013
Northwestern 1990 - May 2013
Skills
Financial Analysis, Customer Service, Process Improvement, Operations Management, PowerPoint, Microsoft Excel, Risk Management, Insurance, Mutual Funds, Strategic Financial..., Microsoft Word, Outlook, Time Management, Team Leadership, Microsoft Office, Finance, Leadership, Investments, Financial Services, Management, Banking, Credit, Sales
Education
Ricks College 1974 — 1976
Associate of Arts (A.A.), Secretarial Sciense and Family Living
Bullard High School Fresno, CA 1971 — 1974
GED
England Logistics June 2014 - Present
Conjure 2013 - June 2014
Northwestern Mutual December 2012 - January 2013
Skills
Microsoft Office, Customer Service, Sales, Leadership, Training, Teaching
Education
Brigham Young University
Bachelor of Arts (B.A.), Music
Northwestern Mutual September 2000 - Present
Northwestern Mutual Currently and before that State farm Insurance for 14 years+ September 2000 - September 2015
Skills
Long Term care Special...
Education
Brigham Young University 1968 — 1971
Bachelor’s Degree, Emvironmental/Interior design
Brigham Young University 1968 — 1971
Associate of Arts and Sciences (A.A.S.), Environmental design/ Interior design