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
Amec Foster Wheeler July 2015 - Present
WestAir Gases & Equipment August 2014 - July 2015
California Lutheran University August 2013 - May 2014
Conejo Valley YMCA September 2012 - May 2014
California Lutheran University September 2010 - May 2014
Northwestern Mutual August 2013 - March 2014
South Bay Family YMCA May 2012 - August 2012
Mission Valley YMCA March 2009 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Sales, Insurance, Management, Time Management, Cpr Certified, Process Scheduler, Finance, Customer Service, Teamwork
Education
California Lutheran University 2010 — 2014
Bachelor's Degree, International Business
Saint Augustine High School 2006 — 2010
High School
uFinancial Group November 2013 - Present
Chambersburg Area School District February 2006 - Present
Northwestern Mutual January 2012 - October 2013
Ram Tech Inc. March 2005 - August 2010
Skills
Insurance, Risk Management, Team Building, Strategic Planning, Coaching, Account Management, Team Leadership, Leadership Development, Public Speaking, Risk Assessment, Auditing, Operations Management, Program Management
Education
Cabrini College
BA-History
The Boys' Latin School of Maryland
Realty ONE Group January 2014 - Present
Canter Brokerage October 2013 - January 2014
Encinitas Soccer Club February 2012 - January 2014
Torrey Pines High School November 2011 - February 2012
Mesa Community College 2007 - November 2011
Northwestern Mutual August 2009 - May 2010
San Diego Group - Northwestern Mutual August 2009 - May 2010
La Jolla High School October 2003 - February 2009
Cafe Sevilla 2004 - 2007
Skills
Soccer, Public Speaking, Social Networking, Fundraising, Finance, Residential Homes, First Time Home Buyers, Customer Service, Customer Satisfaction, Relocation Buyers, Coastal Properties, Luxury Lifestyle, Leadership, Sports, Sports Management, Microsoft Office, Management, Sales, Social Media, Marketing, Investment Properties
Education
California State University San Marcos 2006 — 2009
BA, Social Sciences
La Jolla High 1998 — 2001
Northwestern Mutual 2013 - Present
Education
California Polytechnic State University-San Luis Obispo
Bachelor's of Science, Biology/Biological Sciences, General
Western International Securities November 2013 - Present
JPMorgan Chase July 2011 - November 2013
Northwestern Mutual September 2009 - July 2011
Jim Burke Ford March 2005 - September 2009
PG&E - Diablo Canyon Nuclear Power Plant January 2000 - June 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Life Insurance, Series 6, Long Term Care Insurance, Series 63, Financial Analysis, Insurance, Financial Advisory, Finance, Uniform Combined State..., Mutual Funds, Banking, Training, Sales, Wealth Management, Retail Banking, Fixed Annuities, Disability Insurance, Strategic Planning, Underwriting, Credit, Mortgage Lending, Securities, Series 7, Budgets, Asset Allocation, Financial Planning
Education
California State University-Bakersfield 2002 — 2004
Bachelor of Science, Business Management
California Polytechnic State University-San Luis Obispo 2000 — 2002
Finance/Business Management
University of Wisconsin-Madison August 2014 - Present
Northwestern Mutual May 2015 - August 2015
4086 Advisors November 2012 - May 2014
4086 Advisors December 2010 - November 2012
Two Fish Partners August 2010 - December 2010
Skills
Microsoft Access, Microsoft Excel, Fixed Income..., Risk Management, VNC, Solaris, Fixed Assets, Cash Management, Commercial Paper, Fixed Income, Access, Market Analysis, Microsoft Office, Finance, Analysis, PowerPoint, Equity Research, Financial Analysis, Investments, Portfolio Management
Education
University of Wisconsin-Madison 2014 — 2016
Master of Business Administration (M.B.A.), Applied Securities Analysis
Butler University - College of Business Administration 2007 — 2011
BA, Finance
YP May 2015 - Present
YP January 2015 - May 2015
Abercrombie & Fitch September 2014 - January 2015
Red Bull February 2014 - September 2014
Commission Junction February 2013 - December 2013
Northwestern Mutual September 2012 - December 2012
Skills
Customer Service, Customer Satisfaction, Human Resources, Marketing, Communication, Social Media, Diverse Groups, Data Analysis, Childcare, Teamwork, Social Networking, Marketing Communications, Sales, Social Media Marketing, Facebook, Microsoft Excel, PowerPoint, Advertising, Time Management, Email Marketing, Leadership, Event Planning, Microsoft Office, Management, Public Speaking, Digital Marketing, Microsoft Word, Online Advertising, Public Relations
Education
California Lutheran University 2010 — 2014
Bachelor of Arts (B.A.), Marketing Communications
California Lutheran University 2010 — 2014
Bachelor of Arts (B.A.), Marketing
Northwestern Mutual October 2013 - Present
Skills
Communication, Networking, Leadership, Analysis, Finance, Financial Analysis, Research, Strategic Financial..., Financial Modeling, Wealth Management, Social Networking, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Social Media, Time Management, Public Speaking, Microsoft Office, Event Planning, Customer Service, Sales
Education
Slippery Rock University of Pennsylvania 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Marketing
Butler County Community College 2011 — 2013
Associate's degree, Business Administration and Management, General
Adobe August 2015 - Present
California Polytechnic State University January 2014 - June 2015
Northwestern Mutual June 2014 - September 2014
Special Olympics San Luis Obispo November 2013 - June 2014
STG Machine June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Research, Public Speaking, Microsoft Word, Microsoft Office, Social Media, Economics, Event Planning, Spanish, Customer Service, Regression Testing, Goal Seek, Business Valuation, Financial Accounting, Strategy
Education
Cal Poly San Luis Obispo 2011 — 2015
MassMutual Financial Group December 2012 - Present
Northwestern Mutual November 2010 - November 2012
JPMorgan Chase 2010 - 2010
Farmers Insurance & Financial Services August 2000 - December 2009
Monterey.com, Inc. September 1999 - May 2008
Monterey.com, Inc. September 1999 - May 2006
Skills
Disability Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Investments, Annuities, Term Life Insurance, Long Term Care, Employee Benefits, Financial Planning, Retirement, Estate Planning, Wealth Accumulation
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
B.S., Business Administration - Management
Fidelity Investments September 2012 - Present
Northwestern Mutual August 2011 - September 2012
Kottke Associates September 2009 - July 2011
The Office of Sam Blakeslee September 2008 - June 2009
Skills
Fluent in Spanish, Day Trading, Financial Advisory, Risk Management, Wealth Accumulation, Retirement Solutions, Financial Planning, Insurance
Education
Cal Poly San Luis Obispo 2005 — 2009
BA, Political Science, Economics
Universitat Autònoma de Barcelona 2007 — 2007
Certificate, International Business
Farmers Insurance September 2013 - Present
United Business Student Senate May 2012 - Present
Northwestern Mutual March 2012 - June 2012
State Farm Insurance June 2010 - March 2012
Sport Chalet September 2008 - February 2009
Skills
Sales, Customer Service, Insurance, Microsoft Office, Time Management, Teamwork, Investments, Leadership, Bilingual, PowerPoint, Facebook, Property Management, Public Speaking, Finance, Commercial Real Estate, Life Insurance, Access, Outlook, Retail, Project Planning, Microsoft Word, Fundraising, Microsoft Excel, Data Analysis
Education
California State Polytechnic University-Pomona 2010 — 2014
B.S, Business Administration - Finance
Arcadia High School 2006 — 2010
High School Diploma, General Studies
Avenle Clothing Company LLC November 2013 - Present
Northwestern Mutual January 2011 - Present
Starbucks June 2005 - January 2011
Skills
PowerPoint, Microsoft Excel, Coaching, Outlook, Microsoft Word, Event Planning, Styling
Education
California Maritime Academy 2005 — 2009
Bachelor of Science (B.S.), International Business/Trade/Commerce
Hoppin' Shears May 2011 - Present
Fentons Creamery May 2013 - August 2013
In and Out Burger 2008 - 2011
Northwestern Mutual 2009 - 2010
Skills
Financial Reporting, Financial Analysis, Cost Control, Accounting, Time Management, Analysis, Sales, Strategic Planning, Management, Microsoft Excel, Microsoft Word
Education
California State University-Chico 2013 — 2014
Small Business Management and Entrepreneurship, Business Administration and Management, General
Butte College 2011 — 2013
Watson & Associates, CPAs, LLC August 2015 - Present
Northwestern Mutual September 2014 - August 2015
Caliber Accounting Group September 2009 - August 2014
Akron Racers June 2009 - August 2012
Skills
Accounting, CPA, Consulting, Internal Controls, Microsoft Excel, Tax Preparation, Tax Research, Corporate Tax, Tax Returns, GAAP, Tax, Income Tax, General Ledger, Tax Accounting, Financial Analysis, Auditing, Partnership Taxation, Financial Accounting, QuickBooks, Assurance, Bookkeeping, Financial Reporting, Revenue Recognition
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Northwestern Mutual July 2014 - Present
Northwestern Mutual May 2007 - Present
Northwestern Mutual May 2011 - July 2014
Northwestern Mutual May 2007 - May 2008
Education
Butler University 2004 — 2008
Bachelor of Science (BS), Finance
Butler University - College of Business Administration 2004 — 2008
B.A., Finance and MIS
Brooksource January 2014 - Present
Noblesville United Soccer Club May 2013 - June 2014
Brooksource May 2013 - January 2014
United States Soccer Federation January 1999 - June 2013
MRINetwork June 2012 - May 2013
Courseload January 2012 - May 2012
Northwestern Mutual January 2011 - January 2012
Skills
Inside Sales, Sales Support, Product Marketing, Email Marketing, Creative Writing, Outgoing, Direct Sales, Recruiting, Communication, Salesforce.com, Sales, Sales Operations, Marketing, Interviews, Customer Service, Social Media Marketing, Marketing Strategy, Team Leadership, Selling, Sales Management, Event Management, Market Research, Cold Calling, Time Management, Social Networking, Human Resources, Negotiation, Networking, Leadership, Account Management, Event Planning, Social Media, Temporary Placement, CRM, Management, Coaching, Team Building, Training, Public Speaking, Teamwork
Education
Butler University 2008 — 2012
Bachelor of Science (BS), Marketing
Butler University - College of Business Administration 2008 — 2012
Marketing and International Business, Marketing and International Business
Saint Louis University Madrid 2010 — 2010
Study Abroad
Northwestern Mutual April 2015 - Present
In-N-Out Burger July 2011 - Present
Welk Resort Group June 2013 - September 2013
Investment Quality Trends June 2013 - September 2013
Skills
Food Safety, Food Industry, Microsoft Office, Microsoft Word, Food Service, Public Speaking, First Aid, Food, Microsoft Excel, Time Management, Teamwork, Budgets, Inventory Management, Catering, Agricultural Economics, PowerPoint, Research, Customer Service, Event Planning
Education
California Polytechnic State University-San Luis Obispo 2013 — 2017
Bachelor of Science (BS), Agricultural Business and Management
Rancho Buena Vista High School 2009 — 2013
High school diploma, 4.47 overall GPA
xiik June 2014 - Present
nimblejack LLC June 2014 - Present
Indiana National Guard November 2013 - Present
Northwestern Mutual January 2014 - June 2014
US Army July 2012 - November 2013
US Army April 2011 - November 2012
US Army December 2009 - April 2011
Skills
Excel, PowerPoint, Creative Writing, Report Writing, Personnel Training, Personnel Leadership, Personnel Supervision, Copy Editing, Online Journalism, Project Planning, Photography, Army, Social Media, Editing, Leadership, Operational Planning, DoD, Intelligence, Military Training, Marketing Strategy, Critical Thinking, Training, Microsoft Excel, Counterterrorism, Microsoft Office, Human Resources, Ap Style, Weapons, Government, Organizational..., Software Documentation, Time Management, Military, Management, Military Operations, Interviews, Program Management, Afghanistan, Blogging, Training Management
Education
Butler University 2014 — 2017
Master of Business Administration (M.B.A.), Leadership
American Military University 2011 — 2013
Bachelor's degree, Marketing
Indiana State University 2004 — 2008
Bachelor of Arts (B.A.), Radio/TV/Film
Hamilton Heights High School
DBA Kurt McDonald August 2013 - Present
Bosley Tire Superstore November 2014 - Present
Bank of America September 2014 - December 2014
Northwestern Mutual July 2014 - August 2014
The Arnold Group (TAG) - A Human Resource Company April 2014 - May 2014
Bosley Tire Superstore April 2012 - April 2014
Sprint November 2011 - April 2012
Cox Communications August 2010 - October 2011
Sprint January 2008 - August 2010
Mid-America Powersports March 2006 - July 2007
Skills
Sales, Customer Satisfaction, Retail Sales, Leadership, Sales Presentations, Team Leadership, Customer Service, Interpersonal Skill, Conflict Resolution, Delegation, Worship Music, Long-term Customer..., Interpersonal..., Team Building, Team-oriented, Christian Leadership, Christian Theology, Praise & Worship, Customer Retention, Pastoral Theology, Public Speaking, Christian Ministry, Bible Study, Customer Support, Sales Management, Communication Skills, Outstanding..., Theology, Interpersonal Leadership, Leadership Development, Organization &..., Interviews, Personal Development, Personal Development..., Organizational..., Bible teaching, Youth Ministry, Student Counseling, Pastoral Counseling, Management, Team Management, Learning Quickly, Exceeding Expectations, Ethical Decision Making, Computer Proficiency, Lifelong Learning, Life Coaching, Biblical Teaching, Biblical Studies, Biblical Counseling
Education
Tabor College 2013 — 2017
Master's Degree, Christian Entrepreneurial Leadership, N/A
Tabor College 2013 — 2015
Bachelor's Degree, Christian Studies/Ministry, A
Tabor College 2013 — 2015
Bachelor's Degree, Business Administration and Management, General, A
Butler County Community College 2004 — 2005
General
Meathead Movers June 2014 - February 2015
Northwestern Mutual June 2013 - September 2013
Järfälla Simsällskap June 2012 - July 2012
The University of Arizona March 2012 - March 2012
Skills
Swimming, Software, Business, Microsoft Office, Sports, Personal Finance, Asset
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Economics
Northwestern Mutual March 2015 - Present
California Lutheran University August 2014 - May 2015
Goldenrain Foundation June 2014 - August 2014
Whole View Marketing May 2014 - August 2014
California Lutheran University; Student Life September 2013 - May 2014
Hollister Co. May 2013 - April 2014
Liv Lee Bakery April 2013 - August 2013
In-home position January 2013 - July 2013
LEGO Group April 2012 - August 2012
Skills
Social Media, Microsoft Word, Public Speaking, Customer Service, PowerPoint, Microsoft Office, Facebook, Social Networking, Event Planning, Microsoft Excel, Teamwork, Leadership, Photoshop, Social Media Marketing, Marketing, Sports, Sales
Education
California Lutheran University 2012 — 2016
Bachelor's degree, Marketing Communications, 3.4
Monte Vista High School 2008 — 2012
High School Diploma
Farmers Insurance Group of Companies August 2014 - Present
Farmers Insurance March 2013 - August 2014
Northwestern Mutual March 2010 - March 2013
Andrae Michaels, NPC January 2009 - April 2010
BluePac Energy July 2004 - January 2009
RR Donnelley September 2002 - July 2004
Skills
Risk Management, Sales, Management, Marketing, Analysis, Sales Process, Creative Direction, Real Estate, Nonprofits, Integrated Marketing, Insurance, Fixed Annuities, Coaching, Recruiting, Small Business, Customer Service, Public Speaking, Team Building
Education
California Polytechnic State University-San Luis Obispo 2000 — 2002
BS, Graphic Communication - Management
Alhambra High School 1994 — 1998
High School Diploma
Stryker Orthopaedics April 2015 - Present
Stryker Orthopaedics August 2011 - March 2015
Stryker Orthopaedics March 2010 - August 2011
Stryker Endoscopy April 2008 - March 2010
Northwestern Mutual May 2005 - April 2008
Skills
Finance, Healthcare Management, Hospitals, Medical Devices, Operating Room, Orthopedic, Physicians, Sales, Surgeons, Surgical Instruments, Product Launch, Market Development
Education
Butler University 2002 — 2006
BA, Marketing
Butler University - College of Business Administration 2002 — 2006
Marketing, Sales
Syndicate Sales, Inc August 2014 - Present
Delta Faucet Company September 2013 - April 2014
Butler University August 2011 - April 2014
Roche Diagnostics May 2013 - August 2013
Butler University August 2012 - May 2013
Northwestern Mutual May 2012 - September 2012
Skills
Higher Education, Public Speaking, PowerPoint, Social Media, Event Planning, Microsoft Office, Creative Strategy, Financial Analysis, Personal Finance, Personal Financial..., Social Media Marketing, Marketing, Social Networking, Social Skills, Fundraising, Sales
Education
Butler University 2010 — 2014
Bachelor's Degree of Science, Finance & Marketing
BayStreet Research, LLC November 2014 - February 2015
Castle Crow & Company June 2014 - July 2014
Bank of the West May 2014 - May 2014
Northwestern Mutual May 2011 - January 2013
Mirza Landscaping June 2008 - August 2009
BUSC (Ballistic United Soccer Club) January 2005 - May 2009
Skills
Retirement Planning, Strategic Financial..., Disability Insurance, Wealth Accumulation, Investments, Insurance, Accounting, Finance, Risk Management, Business Development, Securities, Financial Planners, Wealth Management, Financial Analysis, Fixed Annuities, Series 63, Series 7, Mutual Funds, Portfolio Management, Long-term Care, Financial Modeling, Life Insurance, Asset Management, Valuation, Retirement, Estate Planning, Financial Planning, Microsoft Excel
Education
UC Berkeley 2012 — 2015
Economics, Economics, Senior
Cal Poly San Luis Obispo 2010 — 2011
Business Administration, Business
Foothill High School 2006 — 2010
Northwestern Mutual June 2015 - Present
Northwestern Mutual December 2011 - May 2015
Target July 2011 - December 2011
Target August 2009 - July 2011
Benjamin Franklin Plumbing, LLC April 2008 - April 2009
Benjamin Franklin Plumbing, LLC July 2007 - April 2008
Cronister Brother's Ace Hardware September 2006 - May 2007
Skills
Accounts Payable, Accounts Receivable, Employee Benefits, Appointment Scheduling, Office Administration, Call Management, Multi Tasking, Training, Life Insurance, Fax, Spreadsheets, New Hire Orientations, Term Life Insurance, Disability Insurance, Team-oriented, Health Insurance, Insurance, Outbound Marketing, Time Management, Highly motivated..., Microsoft Office, Long Term Care Insurance, Fixed Annuities, Dispatching, Data Entry, 10 Key, Outlook, Detailed Organization, Life, Benefits Administration, Volunteering, Whole Life, Invoicing, Microsoft Office 2007, Organization, Clerical Skills, Oral, Filing, Marketing, Ten Key, Calendaring, Clerical Work, Online Research, Google Docs, Confidentiality, Close Attention to..., Administrative Work, Multi-line Phone
Education
Southern New Hampshire University 2014 — 2017
Bachelor of Science (B.S.), Human Resources Management; Business Administration
Butler Community College 2007 — 2009
General Studies
Pittsburg State University 2005 — 2007
General Studies
Wichita Independent School 1992 — 2005
Northwestern Mutual June 2014 - Present
Islands Restaurants April 2006 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Stata
Education
San Diego State University-California State University 2012 — 2014
Master's degree, Economics
California State Polytechnic University-Pomona 2006 — 2011
Bachelor of Arts (BA), Economics
California State University San Marcos October 2014 - Present
California State University San Marcos January 2014 - Present
Chopra Center for Wellbeing July 2013 - January 2014
California State University San Marcos May 2012 - December 2013
Northwestern Mutual June 2013 - August 2013
Pacific Athletic Club 2010 - 2011
Skills
Human Resources, Time Management, Customer Service, Social Media, Social Networking, Leadership, Sales, Microsoft Office, Spanish, PeopleSoft, Cascade Server, Java - Basic Skills, Marketing Research, Mac, PC
Education
California State University San Marcos 2009 — 2013
Bachelor's Degree, Psychology
Universitat de Barcelona / University of Barcelona 2011 — 2011
Hispanic Studies
Northwestern Mutual 2014 - Present
Teles Properties 2004 - 2014
Keller Williams Realty, Inc. June 2008 - June 2013
Keller Williams Realty June 2007 - June 2013
Arcadia Association of Realtors March 2006 - January 2010
Baldwin Real Estate Services 2003 - June 2007
Pasadena Jazz Institute July 2001 - July 2006
Self 1990 - 2005
Skills
Financial Planning, Life Insurance, Risk Management, Disability Insurance, Long Term Care Insurance, Investments, Sellers, Real Estate, REO, Investors, Investment Properties, Negotiation, Residential Homes, Business Planning, Referrals, Relocation, Business Counseling, Educator, Sales
Education
California Institute of the Arts 1998 — 2002
Music/Arts
West Covina High School
Liberty Mutual Group June 2009 - Present
Column Capital Group August 2008 - December 2008
Northwestern Mutual May 2008 - August 2008
Skills
Financial Analysis, Risk Management, Financial Reporting, Investments, Accounting, Microsoft Excel, Retirement Planning, Underwriting, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Analysis
Education
Butler University - College of Business Administration 2005 — 2009
Bachelors, Finance
Northridge High School 2001 — 2005
TrialPay, a Visa company March 2015 - Present
Vibrant Media March 2014 - October 2014
Bridge Bank May 2013 - September 2013
Northwestern Mutual May 2012 - September 2012
The PIT S.L.O April 2011 - August 2011
Skills
Business Development, Marketing, Financial Analysis, Sales, Microsoft Excel, Advertising, Consulting, Leadership, Public Speaking, Client Relationship..., Investments, Stock Portfolio, Fundraising, CRM, Finance
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Finance, General
London Metropolitan University 2011 — 2012
Study Abroad, International Business
Northwestern Mutual April 2014 - July 2015
Northwestern Mutual August 2013 - April 2014
Project Launch March 2013 - April 2013
The So Cal Group, Inc June 2012 - April 2013
ActionLink November 2011 - February 2012
12Pares Esgrima Orihinal January 2009 - November 2011
Free lance January 2009 - January 2010
Skills
Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Marketing, Sales, Marketing Communications, B2B, Social Media Marketing, Interviews, Coaching, Team Building, Tagalog, Microsoft Word, Direct Sales, Editing, Recruiting, Direct Marketing, Creative Writing
Education
Cal Poly Pomona 2010 — 2012
Bachelor of Arts (BA), English Language and Literature/Letters, 3.3
Mount San Antonio College 2007 — 2010
Associates; Bachelors in Arts, Arts; Transfer Studies; English Composition
Los Altos High School 2003 — 2007
Diploma
Blue Ribbon Transport July 2014 - Present
Zionsville Community Schools August 2011 - August 2014
Blue Ribbon Transport June 2014 - July 2014
Northwestern Mutual May 2013 - October 2013
Campus Entertainment, LLC August 2012 - May 2013
Skills
Leadership, Public Speaking, Marketing, Fundraising, Social Media, Microsoft Word, PowerPoint, Spanish, Time Management, Event Planning, Event Management, Sales, Microsoft Office, Microsoft Excel, Customer Service, Social Networking, Facebook, Research
Education
Butler University 2010 — 2014
Bachelor of Arts (B.A.), Major: International Studies and Spanish, Minor: International Business
Domus Renovatio LLC 2011 - Present
Inland Valley Properties June 2010 - Present
Inland Valley Home Rescue June 2010 - Present
Flat Rate Realty of Rancho Cucamonga September 2007 - June 2010
Strategic Wealth Management September 2005 - September 2007
Northwestern Mutual September 2003 - September 2005
Skills
Investments, Real Estate, Insurance, Financial Services, Sellers, Finance, First Time Home Buyers, Mortgage Lending, REO, Referrals, Investors, Investment Properties, Property, Residential Homes, Short Sales, Sales, Real Estate Transactions, Foreclosures, Marketing, Condos, Negotiation, FHA, Buyer Representation, Multi-family Investment..., Published Author, Property Flipping, Fix & Flip
Education
California State Polytechnic University-Pomona 2000 — 2002
Bachelor of Science (B.S.), Business Administration, emphasis in Finance, Real Estate, and Law
University of California, San Diego 1998 — 1999
Northwestern Mutual January 2012 - August 2013
Northwestern Mutual January 2013 - 2013
Northwestern Mutual January 2012 - July 2012
Skills
Retirement Planning, Retirement, Strategic Financial..., Options, Estate Planning, Life Insurance, Fixed Annuities, Investments, Series 7, Mutual Funds, Long Term Care Insurance, Financial Planners, 401k, Financial Advisory, Disability Insurance, Series 63, Asset Allocation, Securities, Wealth Management, Investment Strategies
Education
California Lutheran University 2013 — 2015
Master of Arts (M.A.)
Northern Michigan University 2009 — 2012
Bachelor of Science (BS), Finance
College of the Canyons 2007 — 2009
Associate of Arts (AA), Accounting
Agoura Highschool 2003 — 2007
Northwestern Mutual June 2015 - Present
Andover YMCA May 2014 - August 2014
Leigh Clark (Sola Salons) April 2014 - July 2014
Lynn Carey (Wags to Whiskers) December 2012 - November 2013
Skills
Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Public Speaking, HTML, Marketing, Research, Social Networking, Illustrator, InDesign, Marketing Strategy, Sales, Emergency Medicine, Confidentiality, Customer Satisfaction, Adobe Creative Suite, Data Entry, Digital Media, AP Style, journalism, business, Public Relations, Communication Skills, Market Research, Time Management, Event Management, Photography, Web Design, Editing, Blogging, Digital Marketing, Creative Writing, Online Advertising, Data Analysis, Social Media, English, Team Leadership, Positive Can-do Attitude, Advertising Research, Communication
Education
Wichita State University 2013 — 2015
Bachelor's degree, Integrated Marketing Communications
Butler Community College 2010 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies
The Clorox Company July 2014 - Present
Northwestern Mutual June 2013 - September 2013
Taylor Frigon Capital Management LLC November 2012 - June 2013
Meathead Movers March 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Social Media, Leadership, Social Networking, Teamwork
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Economics
DEFENDERS March 2015 - Present
Johnson & Johnson November 2013 - March 2015
Johnson & Johnson June 2011 - November 2013
Johnson & Johnson June 2010 - June 2011
Johnson & Johnson May 2009 - June 2010
Archway Technology Partners January 2009 - April 2009
Northwestern Mutual May 2007 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Project Management, SAP, Analysis, Finance, Accounting, Variance Analysis, Strategic Financial..., Budgets, Financial Planning
Education
University of North Carolina at Chapel Hill 2012 — 2014
Master of Business Administration (MBA), Marketing
Butler University 2005 — 2009
Bachelor's, Finance
Butler University - College of Business Administration 2005 — 2009
Bachelor's, Finance
Northwestern Mutual March 2012 - Present
Northwestern Mutual October 2011 - March 2012
Mountain Meadows Elementary School January 2011 - May 2011
La Jolla Family YMCA October 2006 - August 2010
Skills
Microsoft Office, Teaching, Organizational..., Manage Client..., Office Management, Financial Services, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
California Lutheran University 2007 — 2011
Bachelor of Arts, Liberal Studies; Environmental Science
La Jolla High School 2003 — 2007
Diploma
Pacific Gas and Electric Company March 2014 - Present
Northwestern Mutual February 2012 - March 2014
Northwestern Mutual September 2011 - January 2012
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelors, Business
Northwestern Mutual June 2014 - Present
USLI May 2013 - May 2014
Cabrini College October 2010 - March 2014
Pine Run Community March 2007 - December 2012
Skills
Microsoft Office, Outlook, PowerPoint, Customer Service, Public Speaking
Education
Georgetown University 2015 — 2017
Master of Professional Studies in Sports Industry Management, Sports Industry Management
Cabrini College 2010 — 2014
Bachelor of Science (BS), Business Administration
Northwestern Mutual October 2012 - Present
Nike March 2010 - October 2012
Nike August 2008 - March 2010
Skills
Brand Development, Brand Management, Cross-functional Team..., Customer Service, Footwear, Forecasting, Leadership, Marketing, Marketing Communications, Marketing Strategy, Product Development, Sales, Social Media, Social Media Marketing, Social Networking, Sporting Goods, Sports, Strategic Planning, Trend Analysis
Education
Linfield College 2006 — 2007
Business, Marketing
California Baptist University 2005 — 2006
Marketing and Finance
Clark College 2002 — 2005
Associate's degree, General Studies
Northwestern Mutual July 2012 - Present
Skills
Strategy, Leadership, Business Development, Management, Marketing, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Fully-Employed MBA, General MBA
California State Polytechnic University-Pomona 2003 — 2006
Business Administration, International Business/Marketing
BlackStone Networks February 2014 - Present
Northwestern Mutual June 2012 - February 2014
Pacific Justice Institute January 2012 - April 2012
Linos Properties May 2010 - January 2012
California Baptist University July 2011 - September 2011
Education
California Baptist University 2013 — 2014
Master of Business Administration (MBA)
California Baptist University 2009 — 2013
Bachelor of Science (B.S.), Marketing, 3.67 ( Cum Laude )
Merrill Lynch March 2015 - Present
Merrill Lynch May 2014 - April 2015
Merrill Lynch February 2014 - May 2014
GT Journal June 2013 - May 2014
Conejo Valley Recreation & Park District May 2013 - May 2014
Conejo Valley Recreation and Park District June 2007 - May 2014
Northwestern Mutual May 2012 - October 2013
Abercrombie & Fitch December 2008 - December 2011
Skills
Public Speaking, Social Media, Marketing, Sales, Social Networking, Life Insurance, Leadership, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Marketing Communications, Recruiting, Facebook, Retail, Customer Satisfaction, Team Building, Outlook, Management, Strategic Planning, Coaching, Budgets, Inventory Management, Insurance, Event Planning, Time Management, Entrepreneurship, Finance, Communication, Research, Investments
Education
California Lutheran University 2014 — 2016
Master of Business Administration (MBA), International Business
California Lutheran University 2010 — 2014
Bachelor of Arts, Marketing Communication
Westlake High School 2006 — 2010
Diploma, General Studies
Imprev, Inc. March 2015 - Present
Trulia August 2010 - February 2015
Onvia April 2010 - July 2010
Northwestern Mutual January 2009 - March 2010
Windermere Real Estate April 2002 - January 2009
West Horizon Financial April 2002 - January 2009
LightRealm/HostPro April 1999 - January 2001
Hitachi Data Systems 2000 - 2001
US Army October 1987 - July 1990
Skills
Salesforce.com, Microsoft Office, Sales Process, Selling, Lead Generation, Sales, CRM, Leadership, Team Leadership, New Business Development, Team Building, Training, Enterprise Software, Sales Management, SaaS, Residential Homes, Customer Satisfaction, Social Networking, Negotiation, Marketing, Sellers, Investment Properties, Real Estate, Mortgage Lending, Online Marketing, Market Analysis, Customer Service, Management, Marketing Strategy, Cold Calling, Contract Negotiation, Direct Sales, Account Management, Recruiting, Customer Retention, Information Technology, Public Speaking, Emcee, Business Development, Sales Presentations, Strategic Partnerships, Insurance, B2B, Start-ups, Online Advertising, Solution Selling, Strategy, Competitive Analysis, Small Business
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
Bachelor of Science, Business - Finance
Cerro Coso Community College
Holland & Knight LLP May 2015 - Present
Rebecca Bambarger, EA April 2010 - May 2015
Northwestern Mutual May 2008 - October 2008
KTGY Group, Inc. October 2003 - January 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Real Estate, Budgets, Outlook, Customer Service, Strategic Financial..., Financial Analysis, Public Speaking, Leadership, Marketing, AutoCAD, Account Management, Event Planning
Education
Loyola Law School, Loyola Marymount University 2012 — 2016
Juris Doctor, Tax Law/Taxation
California State Polytechnic University-Pomona 2003 — 2008
B.S. of Business Administration, Finance/Real Estate
Keller Williams Realty 2010 - Present
Russell & Jeffcoat Realtors April 2000 - February 2010
Northwestern Mutual December 1994 - March 2000
US Army September 1978 - September 1992
Skills
Client Negotiations, Transaction Coordination, Sales and Marketing, Technology..., Short Sales, Military Relocation, Sellers, First Time Home Buyers, Negotiation, Referrals, Seller Representation, Small Business, Residential Homes, Selling, Condos, Real Estate, Military, Investment Properties, Foreclosures, Relocation, Investments, Buyer Representation, Seniors, Relocation Buyers, Buyers, Investors, REO
Education
Butler University - College of Business Administration 1986 — 1989
MBA, Finance & Marketing
Fort Benning Infantry School 1978 — 1983
Infantry Operations
University of San Francisco 1976 — 1978
B.S., Accounting
Keller Williams Realty Beach Cities October 2011 - Present
OPR Investments June 2010 - Present
Business and Financial Management Systems November 2009 - August 2010
Northwestern Mutual December 2007 - June 2008
Smart Money Mortgage July 2007 - August 2007
Tax Smart, LLC December 2005 - March 2007
Accounting and Bookkeeping Control March 2004 - September 2004
Skills
Real Estate, Negotiation, Marketing, Customer Service, Contract Negotiation, Investments, Day Trading, Options Strategies, Trading Strategies, Risk Management, Accounting, Residential Homes, Short Sales, First Time Home Buyers, Real Estate Transactions, Sales, Investors, Investment Properties, Foreclosures, Public Speaking, Social Media Marketing, Sellers, Single Family Homes, Condos
Education
California State Polytechnic University-Pomona 2004 — 2008
Bachelor of Science, Business Administration, Finance, Real Estate, Law
Ricker Oil Company August 2010 - Present
Rolls-Royce Corporation January 2005 - July 2010
ATA Airlines August 2001 - December 2004
Northwestern Mutual June 2000 - August 2001
Skills
Strategic Leadership, Contract Negotiations, Capital Management, Financial Modeling, Budgeting, Forecasting, Strategic Planning, Enterprise Risk..., Hedging, Futures, Real Estate Transactions, Investments, Cash Flow Management, Financial Analysis, Financial Reporting, Accounting, Corporate Insurance, Cash Flow, Budgets, Contract Negotiation, Retail, Cash Management, Income Statement, Pricing, Mergers & Acquisitions, Managerial Finance, Tax, Risk Management, Process Improvement, Corporate Finance, Variance Analysis, Strategic Financial..., Treasury Management, Cost Accounting, Acquisition Integration, Business Valuation, Restructuring, P&L, Financial Planning
Education
Wharton School, University of Pennsylvania 2013 — 2013
Indiana University - Kelley School of Business 2004 — 2007
MBA, Finance & Accounting
Butler University - College of Business Administration 1996 — 2000
Bachelor, Finance
Cannon IV, Inc. January 2015 - Present
Cannon IV, Inc. January 2014 - January 2015
Cannon IV, Inc. January 2013 - May 2014
Axia Technology Partners, LLC October 2011 - January 2013
Evolve Business Solutions / Cincinnati Bell December 2009 - September 2011
Weatherly Sales & Marketing LLC May 2004 - December 2009
Northwestern Mutual May 2002 - May 2004
Skills
VoIP, MPLS, T1, SIP Trunking, Solution Selling, Account Management, Cloud Computing, Telecommunications, Direct Sales, Salesforce.com, Cold Calling, Managed Services, New Business Development, Sales Management, Telephony, Sales, Content Management, Managed Print Services, Workflow Management, Document Management, Document Lifecycle..., Cost Management, Workflow Applications, Software, Print Management, HP, Toshiba, Lexmark Printers, Printers, Wide Format Printing, Indianapolis, Consulting, Strategic Planning, Networking, Selling, Sales Process
Education
Butler University 1998 — 2002
College of Business, Finance, General
Butler University - College of Business Administration 1998 — 2002
Finance, General
Koch Fertilizer, LLC June 2013 - Present
Northwestern Mutual June 2009 - May 2013
Skills
Education Funding, Wealth Accumulation, Variable Products, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Insurance, Retirement, Long-term Care, Disability Insurance, Securities
Education
Friends University 2007 — 2009
Business
Butler County Community College 2005 — 2007
Associates in Science
Northwestern Mutual February 2010 - Present
Butler University Recreation Department March 2009 - May 2010
Mequon Country Club 2008 - 2009
Skills
Strategic Financial..., Retirement Planning, Retirement, Insurance, Investments, Financial Analysis, Life Insurance
Education
Butler University 2007 — 2011
Bachelor's, Actuarial Science
Whitefish Bay High School
Northwestern Mutual August 2010 - Present
Lee and Associates February 2009 - June 2010
Chicks Sporting Goods June 2008 - September 2008
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Long-term Care, Qualified Retirement..., Finance, Retail, Personal Finance, Investments, Financial Analysis, Strategic Financial..., Wealth Accumulation, Insurance, Retirement Planning, Retirement, Sales
Education
California Polytechnic State University-San Luis Obispo 2007 — 2010
Bachelors, Finance
Upland High School 2003 — 2007
Northwestern Mutual May 2003 - Present
Education
Butler University
Land Rover Miramar August 2007 - Present
Northwestern Mutual 2005 - 2007
Verizon Wireless November 1992 - October 2001
Education
Cabrillo College 1981 — 1983
Political Science, French, Economics
San Diego High School 1977 — 1980
Spanish, Finance, Performing Arts
Northwestern Mutual July 2012 - Present
AMR Capital Trading January 2011 - June 2012
Ernst & Young July 2010 - December 2010
The Frommer Group (Hedgefundlive.com) January 2010 - June 2010
A.G. Edwards May 2008 - September 2008
Skills
Investments, Equities, Series 7, Bloomberg, Financial Analysis, Hedge Funds, Fixed Income, Financial Modeling, Valuation, Derivatives, Trading, Series 63
Education
Caldwell University 2005 — 2009
BS, Finance& Economics
Raritan High School 2001 — 2005
Printronix 2014 - Present
Oki Data Americas, Inc. 2011 - 2014
DH Companies Inc. 2009 - 2011
Northwestern Mutual 2006 - 2009
UnitedHealth Group 2004 - 2005
Avery Products Corporation 2001 - 2004
Avery Products Corporation 1995 - 2000
Avery Products Corporation 1991 - 1994
Skills
Direct Sales, C Level Selling, National Retail, National Account..., Key Account Development, National Promotions, Solution Selling, B2B, Consumer Packaged Goods..., Channel, New Business Development, Salesforce.com, Cold Calling, Product Marketing, Marketing Strategy, Business Development, Marketing, Strategic Planning, Sales Presentations, Lead Generation, Product Development, Product Design, New Item Launches, Channel Partners, Networking, Sales Process, Managed Services, Selling, Strategic Partnerships, CRM, Account Management, Professional Services, Multi-channel Marketing, Key Account Management, Enterprise Software, Competitive Analysis, Partner Management, Demand Generation, Recruiting, International Sales, Strategy, P&L Management, Sales
Education
Keller Graduate School of Management 1998 — 2000
MBA
California State Polytechnic University-Pomona
BS
Beyond Payroll Inc. May 2013 - Present
Univita Health Inc January 2013 - May 2013
Univita Health Inc May 2010 - December 2012
Butler University August 2007 - May 2010
Delta Faucet Company August 2009 - January 2010
Butler Business Accelerator July 2009 - August 2009
PricewaterhouseCoopers May 2008 - September 2008
Northwestern Mutual May 2007 - August 2007
Skills
Account Management, Creative Direction, Product Marketing, Product Management, Marketing Communications, Leadership, Business Development, Public Relations, Strategic Communications, Marketing, Strategy, Management, Product Development, Analysis, Strategic Planning, Social Media Marketing, Team Building, Sales
Education
Butler University 2006 — 2010
BS, Marketing
Universidad de Murcia 2009 — 2009
Oracle August 2015 - Present
County of San Luis Obispo May 2014 - June 2015
Orfalea College of Business, California Polytechnic State University San Luis Obispo January 2013 - June 2015
Northwestern Mutual June 2013 - September 2013
Torrance Memorial Medical Center June 2012 - September 2012
Safeway January 2011 - September 2011
Skills
Leadership, Customer Service, Fundraising, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Outlook, Facebook, Recruiting, Access, Teamwork, Sales
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Bishop Montgomery High School 2007 — 2011
Life Gym February 2015 - Present
Northwestern Mutual May 2014 - Present
Abercrombie & Fitch January 2013 - May 2013
Cedars-Sinai Medical Center September 2011 - June 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Sales, Customer Service, Time Management
Education
California Lutheran University 2012 — 2016
Northwestern Mutual May 2014 - Present
Celadon Group Inc. January 2014 - May 2014
Plews Shadley Racher & Braun LLP August 2012 - December 2013
Skills
Microsoft Excel, Finance, Microsoft Office, Microsoft Word, Auditing, Teamwork, Time Management, Spreadsheets, Financial Analysis, Social Media, Social Networking, Data Analysis, PowerPoint, Customer Service
Education
Butler University 2011 — 2015
Bachelor's, Accounting
Princeton Community High School 2007 — 2011
High School, Academic Honors
Glazer's Distributors of Indiana December 2014 - Present
Glazer's Distributors of Indiana October 2005 - November 2014
Glazer's Distributors of Indiana September 2013 - August 2014
Glazer's Distributors of Indiana October 2004 - October 2005
Glazer's Distributors of Indiana October 1998 - October 2004
Glazer's Distributors of Indiana January 1996 - October 1998
Northwestern Mutual May 1994 - January 1996
Simon Property Group March 1992 - May 1994
Norwest Financial July 1988 - March 1992
EDS May 1985 - July 1988
Skills
Excel, Change Management, Market Intelligence, Social Networking, Budget Process, Analytics, Profit Margins, Cross-functional Team..., Wine, Wine & Spirits Industry, Business Analytics, Customer Intelligence, Pivot Tables, Lookups, Tableau, Visual Analytics, Marketing, Microsoft Excel, Sales Management, Management, Sales Operations, Leadership, Marketing Strategy, Sales, Account Management, Pricing, Customer Service, Vendor Management, New Business Development, Strategy, Beverage Industry, Budgets, Training, Analysis
Education
Indiana Wesleyan University 2010 — 2012
Masters
Indiana University Kokomo 1985 — 1988
BS
Butler University 1984 — 1985
Taylor HS Class of 84 1980 — 1984
Northwestern Mutual June 2014 - Present
Private Contractor February 2014 - Present
Campaign of Murphy Moore October 2010 - March 2011
Sunrun June 2010 - September 2010
BBC, INC February 2009 - June 2010
Skills
Entrepreneurship, Social Media, Finance, Financial Analysis, Marketing, Leadership, Strategic Planning, Social Media Integration, Social Media Marketing, Risk Analysis, Event Management, Sales, Sales Management, Marketing Strategy, New Business Development, Statistical Data..., Financial Market...
Education
California State Polytechnic University-Pomona
Economics (Mathematical Emphasis)
Northwestern Mutual February 2013 - November 2013
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Economics, Public Speaking, Strategic Financial..., Leadership, Customer Service, Data Analysis, Time Management, Retirement Planning, Insurance, Social Media
Education
California Lutheran University 2011 — 2015
Bachelor of Business Administration (BBA), International Business, Senior
Foothill Technology High School 2007 — 2011
Korea University
The Nice Law Firm, LLP October 2012 - Present
Howard County Prosecutor's Office August 2013 - Present
Eriks Chevrolet May 2009 - October 2012
The Nice Law Firm, LLP February 2012 - May 2012
The Honorable Douglas A. Tate, Superior Court III August 2011 - January 2012
Vail Resorts December 2008 - April 2009
Northwestern Mutual January 2008 - February 2009
Skills
Marketing, Family Law, Legal Research, Sales, Negotiation, Social Media, Public Speaking, Corporate Law, Research, Insurance, PowerPoint, Customer Service, Direct Sales, Leadership, Marketing Strategy, Budgets, Account Management, Customer Satisfaction, Contract Negotiation, Financial Analysis, Finance, Microsoft Excel, Investments, Social Media Marketing, Litigation
Education
Indiana University Robert H. McKinney School of Law 2009 — 2012
JD, Law
Butler University - College of Business Administration 2004 — 2008
Bachelor of Science, Marketing
MGF Sourcing March 2015 - Present
MGF Sourcing February 2014 - March 2015
Northwestern Mutual August 2013 - October 2013
Anthony's Coal Fired Pizza November 2011 - May 2013
Cabrini College August 2009 - May 2013
Paula Hian Designs May 2012 - August 2012
Houski Asian Fusion May 2011 - August 2011
Abercrombie & Fitch May 2010 - January 2011
Work Out World July 2008 - August 2009
Skills
Proficient in Microsoft..., Social Media, Facebook, Microsoft Excel, Event Planning, Photoshop, Time Management, Social Networking, PowerPoint, InDesign, Illustrator, Customer Service, Microsoft Word, Public Speaking, Microsoft Office, Photography, Journalism, Advertising
Education
Cabrini College 2009 — 2013
KORE1 May 2015 - Present
Tarbell Realtors April 2014 - July 2015
Farmers Insurance November 2014 - May 2015
Farmers Insurance June 2014 - November 2014
Auction.com July 2013 - July 2014
Northwestern Mutual July 2012 - April 2013
BJ's Restaurants, Inc. May 2010 - June 2012
Skills
Leadership, Sales, Customer Service, Marketing, Social Networking, Management, Insurance, PowerPoint, Microsoft Word, Social Media, Teamwork, Training, Team Building, Public Speaking, Strategic Planning, Contract Negotiation, Life Insurance, Property & Casualty..., Investments, Personal Financial..., Marketing Strategy, Social Media Marketing, Networking, Time Management
Education
California State University-Fullerton 2012 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
California State University San Marcos 2009 — 2010
Business Administration
Northwestern Mutual June 2015 - Present
California County Parks April 2014 - November 2014
Cal Poly Performing Arts Center May 2013 - April 2014
Lipman Produce 2012 - 2012
Skills
Accounting, Project Management, Microsoft Office, Statistics, Public Speaking, Microsoft Excel, Financial Analysis, Data Analysis, Leadership, Social Networking
Education
Cal Poly San Luis Obispo 2012 — 2016
Bachelor of Science (BS), Business Administration: Financial Management
Northwestern Mutual 2013 - Present
Education
California State Polytechnic University-Pomona 2005 — 2014
Bachelor's degree, Economics
Yucaipa High School 2002 — 2005
GED
Vintage Brokers August 2015 - Present
Northwestern Mutual January 2015 - June 2015
US Forest Service April 2014 - November 2014
US Forest Service June 2009 - September 2013
Campaign Services Group June 2012 - November 2012
Veolia Water North America October 2011 - March 2012
Skills
GIS, Microsoft Office, Natural Resource..., Environmental Awareness, Public Speaking, GPS, Microsoft Excel, Strategic Planning, ArcGIS, ArcMap, OS X, Data Analysis, Research, PowerPoint, Microsoft Word, Outlook, Photoshop, Cpr Certified, Cartography, Minitab, Spatial Analysis, Photography, Social Networking, Editing, Statistics, ESRI, Wildland Firefighting, Leadership, Teamwork, Social Media, Data Entry, Financial Analysis, Financial Planning, Financial Services, Insurance, Sales Presentations, Management, Marketing, Sales
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (B.S.), Natural Resources Management and Policy
Raymond James May 2005 - Present
Northwestern Mutual January 2002 - May 2005
Skills
Retirement Planning, Life Insurance, Wealth Management, Series 7, Insurance, Investments, Estate Planning, Retirement, Asset Allocation, Finance, Investment Advisory, Investment Management, Securities, Financial Advisory, Series 63, Strategic Financial...
Education
Butler University - College of Business Administration 1996 — 1999
Marketing
EPIC January 2015 - Present
Ricoh Business Solutions April 2014 - November 2014
Chad Gamelin Consulting, Inc. June 2008 - May 2014
Northwestern Mutual April 2012 - April 2013
Skills
Strategic Financial..., Retirement Planning, Financial Modeling, Economics, Microsoft Word, Microsoft Excel, PowerPoint, Employee Benefits, Strategic Planning, New Business Development, Risk Management, Insurance, Finance, Banking, Analysis, Data Analysis, Business Analysis, Financial Planning
Education
California State Polytechnic University-Pomona 2011 — 2013
Master's Degree, Economics
UC Davis 2007 — 2011
Bachelor's Degree, Economics
Chino Hills High School
Chino Hills High School
Augmedix July 2015 - Present
Look Model Agency April 2015 - Present
Beeline Glass Co. Inc. June 2010 - July 2015
California Lutheran University September 2013 - May 2015
Northwestern Mutual May 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Sales, Public Speaking, Social Media, Leadership, Organization, Teamwork, Data Analysis, Event Planning, PowerPoint, Recruiting, Personal Training, Nutrition, Adobe Creative Suite
Education
California Lutheran University 2012 — 2016
B.S. Degree in Business Administration with an Emphasis in I.T. Management, Senior
Amador Valley High School 2008 — 2012
International Business Seminars
Pure Barre February 2015 - Present
Prudential Real Estate Investors August 2014 - Present
AIG September 2013 - August 2014
Northwestern Mutual July 2012 - September 2013
Northwestern Mutual September 2011 - July 2012
First Investors Corporation May 2010 - August 2010
Starbucks March 2006 - February 2010
Skills
Leadership, Insurance, Customer Service, Training, Sales, PowerPoint, Retirement Planning, Management, Strategic Financial..., Finance, Research, Investments, New Business Development, Financial Services, Credit, Underwriting, Networking, Mutual, Database Administration, CRM, Customer Acquisition, Manage Client..., Series 6, Series 63, Mutual Funds, IRAs, Equities, Financial Analysis, Data Analysis, Customer Support, Fixed Annuities, Analysis, Business Development, Life Insurance, Customer Retention, Long-term Care, Sales Operations, Employee Training, Retirement, Securities, Cold Calling, Long Term Care Insurance, Banking, Time Management, Program Management, Building Relationships, Accounting, Marketing Strategy, Term Life Insurance, Account Management
Education
Caldwell University 2012 — 2015
Master's Degree, Business Administration and Management, General, 3.87
Caldwell University 2007 — 2011
Bachelor's Degree, Business Administration and Finance, 3.8
Northwestern Mutual May 2015 - Present
Build.com January 2015 - April 2015
Build.com September 2014 - January 2015
Build.com April 2014 - September 2014
Build.com September 2013 - April 2014
Cleanrite Buildrite November 2010 - September 2013
GNC November 2008 - November 2009
Skills
Leadership, Construction, Networking, Project Planning, Sales, Customer Service, Team Building, Management, Team Leadership, Training, CRM, Teamwork, Recruiting, Salesforce.com, Human Resources, E-commerce, Microsoft Office, Retail, Retirement Planning
Education
Butte College 2008 — 2010
Associate's degree, Construction Management
Red Bluff High School 2004 — 2008
HS Diploma, General Studies
Oracle January 2015 - Present
Northwestern Mutual 2014 - 2014
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Customer Service, Information Technology, Sales, B2B, CRM, Research, Marketing, Email Marketing
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Entrepreneurship, Minor in Psychology
Northwestern Mutual May 2015 - Present
California Lutheran University January 2015 - May 2015
Spumoni Restaurant June 2014 - August 2014
Conejo Recreation and Park District (ConejoRPD) May 2012 - August 2014
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Facebook
Education
California Lutheran University
Bachelor's Degree, International Business, Junior Standing
Thousand Oaks High School
Thousand Oaks High School
Bracelets on a Mission January 2014 - Present
Indianapolis Business Journal June 2015 - August 2015
Accu-Trailer & Truck Repair June 2014 - September 2014
Northwestern Mutual July 2013 - August 2013
Education
Butler University 2012 — 2016
KEDGE Business School
Business Administration and Management, General
IQMS September 2012 - Present
Northwestern Mutual January 2012 - September 2012
Neal-Truesdale Insurance, Inc. June 2005 - January 2012
Skills
Accounting, Technical Support, Financial Statements, Financial Planning, Microsoft Office, ERP Software, Customer Service, Databases, Accounts Payable, Account Reconciliation, Finance, Management, Microsoft Excel, Insurance, Sales, Microsoft Word, PowerPoint
Education
California Polytechnic State University-San Luis Obispo 2006 — 2011
Bachelor of Science (B.S.), Agribusiness/Agricultural Business Operations
Northwestern Mutual April 2012 - Present
Precept Brands September 2011 - November 2011
Skills
Long Term Care Insurance, Disability Insurance, Investments, Customer Service, Life Insurance, Sales, Microsoft Office, Financial Analysis, Management, Social Media, Public Speaking, Event Planning
Education
University of Washington 2010 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
California Polytechnic State University-San Luis Obispo 2007 — 2008
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Ballard High School 2003 — 2007
High School Diploma
The Bradford Group August 2015 - Present
Helmer Scientific January 2015 - June 2015
Loyalty Research Center August 2014 - December 2014
Allegion US May 2014 - August 2014
Indianapolis Marion County Public Library April 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
LOFT November 2012 - May 2013
ShotSpot August 2012 - December 2012
BU Broadcasting January 2012 - August 2012
Skills
Highly Ambitious, Leadership, Market Research, Branding, Organization, Teamwork, Data Management, Social Media Marketing, Project Management, Computer Proficiency, Interpersonal..., Creative Direction, Customer Service, Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Marketing, Sales Management
Education
Butler University 2011 — 2015
Master of Business Administration (MBA), Accounting and Marketing with an Management Information Systems Minor
KEDGE Business School 2013 — 2013
Marketing
Essendant January 2015 - Present
The BBQ Pit: Rib House and Grill January 2006 - Present
Essendant January 2014 - January 2015
Essendant September 2012 - January 2014
Intersections Inc. July 2012 - September 2012
Humane Society of Indianapolis September 2011 - December 2011
Northwestern Mutual May 2011 - August 2011
Specialdocs Consultants, Inc. July 2010 - August 2010
Skills
Marketing, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, PowerPoint, Social Networking, E-commerce, Communication Skills, Google Analytics, Reporting & Analysis, Web Analytics
Education
Butler University - College of Business Administration 2008 — 2012
Bachelor's degree, Marketing and Management Information Systems
Adlai E. Stevenson High School 2004 — 2008
Northwestern Mutual March 1984 - Present
Skills
Disability Insurance, Life Insurance, Insurance Planning
Education
Butler University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Butler University
Bachelor of Business Administration (B.B.A.), Accounting
Moe's Clean & More November 2011 - Present
Mead's Corner Coffee Shop September 2009 - Present
Northwestern Mutual 2012 - 2013
Avon November 2011 - May 2012
Kirby Company January 2011 - October 2011
Skills
Customer Service..., Complaint Handling &..., Retail Operations, Coffee Training &..., Customer Satisfaction..., Front-End Supervision, Teambuilding & Training, Beverage, Gelato, and..., Order Fulfillment, Cosmetic Knowledge, Fast & Efficient..., Catering & Service, Training, Customer Satisfaction, Business Operations, Supervising
Education
Butler County Community College 2011 — 2013
Liberal Arts, Business, Management, Marketing, and Related Support Services, Sophomore
M.A.C Academy 2009 — 2011
Kansas High School Diploma, Adult High School/Secondary Diploma Program, Twelfth Grade Graduate
Northwestern Mutual - Puget Sound June 2014 - Present
Northwestern Mutual - Puget Sound October 2012 - May 2014
Northwestern Mutual - Puget Sound March 2012 - October 2012
Northwestern Mutual - Puget Sound February 2011 - October 2012
Linked Trading, Inc. April 2010 - June 2011
Northwestern Mutual July 2009 - March 2010
Northwestern Mutual July 2008 - July 2009
Skills
Fixed Annuities, Financial Analysis, Financial Modeling, Insurance, Options, Risk Management, Management, Training, Microsoft Excel, Business Coaching, Leadership, Microsoft Word
Education
Butler University 2004 — 2008
Bachelors of Arts, Actuarial Science
Butler University 2004 — 2008
Bachelors of Arts, Economics
Northwestern Mutual June 2014 - Present
Skills
Microsoft Excel, PowerPoint, Public Speaking, Social Media, Teamwork
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
BS Business Administration, Financial Management
Cathedral Catholic HIgh School 2007 — 2011
Flextronics June 2015 - Present
Northwestern Mutual May 2014 - September 2014
Town of Danville June 2009 - August 2012
Skills
Public Speaking, Financial Services, Marketing, Networking, Strategic Planning, Wealth Management, Social Media Marketing, Microsoft Excel, Business Development, Insurance, Agribusiness, Strategic Financial..., Agricultural Economics, Time Management, Social Media, Critical Thinking, Public Relations, Microsoft Office, Photoshop, PowerPoint, Microsoft Word, Event Planning, Team Leadership, Promotions, Interpersonal Leadership, Organizational..., Organizational...
Education
California Polytechnic State University-San Luis Obispo 2013 — 2017
Bachelor's Degree, Agribusiness/Agricultural Business Operations
San Ramon Valley 2009 — 2013
High School
Waddell & Reed June 2014 - Present
Northwestern Mutual June 2013 - September 2013
Streetwise Reports January 2012 - June 2013
Mary's Pizza Shack February 2008 - July 2012
Skills
Social Media, Social Networking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Sales, Research, Social Media Marketing, Editing, Online Marketing, Facebook, Photoshop, Time Management, STATA, Financial Analysis, Corporate Finance, Econometrics, Business Valuation, Financial Forecasting, Technical Analysis, Data Analysis
Education
Cal Poly San Luis Obispo 2012 — 2014
Bachelor of Science (BS), Economics, Concentrated in Finance
Santa Rosa Junior College 2009 — 2012
Business Administration and Management, General
Consolidated Electrical Distributors March 2014 - Present
Northwestern Mutual July 2012 - March 2014
Education
California State University-Dominguez Hills 2010 — 2013
Bachelor of Science (B.S.), Sports, Entertainment, and Hospitality Management
California Lutheran University
Saugus High School 2004 — 2008
Triangle Restaurant September 2010 - Present
Holiday Bowl Lounge & Grill February 2015 - June 2015
Small Town Market dba The Douglass Dog House September 2014 - February 2015
Rockets Bar and Grill February 2014 - April 2014
Double Tree by Hilton July 2012 - January 2013
Northwestern Mutual June 2000 - October 2008
Skills
Wedding Planning, Office Administration, Culinary Skills, Recipes, Food Service, Chef, Banquet Operations, Cuisine, Guest Service Management, Menu Costing, Food Preparation, Culinary Management, Hospitality Industry, Hotel Management, Hotel Booking, Cocktails, Culinary Education, Food, Labor Control, Recipe Testing, Serve Safe Certified, F, Rooms Division..., Meeting Planning, OnQ, Convention Services, Guest Recovery, Food Cost Management, Lodging, HACCP, Catering, Hospitality Management, Banquets, Restaurant Management, Hotels, Customer Service, Food, Cooking, Hospitality, Management, Teamwork, Menu Development
Education
Butler County Community College 2013 — 2014
Associate of Arts and Sciences (AAS), Hospitality Management
Northwestern Mutual January 2011 - Present
ZERORISK HR, Inc. September 2007 - October 2010
Boys and Girls Club June 2006 - August 2007
T.H.I.S. for Diplomats August 2004 - December 2004
Skills
Leadership Development, Strategic Planning, Team Building, Organizational..., Coaching, Employee Relations, Customer Relations, Outlook, Talent Management, Process Improvement, Interviewing, Interviews
Education
California Lutheran University 2002 — 2006
BA, International Studies
Northwestern Mutual October 2014 - Present
TEKsystems October 2013 - September 2014
Enterprise Rent-A-Car June 2013 - October 2013
Enterprise Rent-A-Car June 2012 - June 2013
Abercrombie & Fitch March 2012 - June 2012
Cal Poly State University September 2007 - June 2012
Skills
Leadership, Event Planning, Microsoft Office, Microsoft Word, Team Building, PowerPoint, Marketing, Customer Service, Sales, Facebook, Microsoft Excel, Management, Social Networking, Time Management, Entrepreneurship
Education
Cal Poly San Luis Obispo 2007 — 2012
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
California Polytechnic State University-San Luis Obispo 2007 — 2012
Bachelor of Science, Business Administration
Community Health Network June 2012 - Present
Northwestern Mutual October 2011 - April 2012
Western & Southern Financial Group August 2010 - October 2011
Target Corporation June 2006 - June 2010
Captainship within Target Corporation February 2009 - January 2010
Captainship within Target Corporation February 2009 - May 2009
Captainship within Target Corporation February 2007 - January 2008
US Telecom August 2005 - December 2005
Target Corporation June 2005 - August 2005
Indiana State Fairgrounds May 2004 - August 2004
Skills
Marketing, Customer Service, Event Planning, Sales
Education
Butler University 2002 — 2006
Bachelor of Science, International Management
Butler University - College of Business Administration 2002 — 2006
Bachelor, International Management
H.J. Umbaugh & Associates, CPAs, LLP January 2015 - Present
Localstake August 2014 - December 2014
YourEncore January 2014 - August 2014
Pearl Street Venture Fund January 2014 - August 2014
Localstake May 2013 - August 2013
Fitness First January 2012 - May 2013
Northwestern Mutual May 2012 - August 2012
Skills
Finance, Financial Analysis, Strategic Financial..., Financial Reporting, Microsoft Excel, Forecasting, Leadership, Budgets, Microsoft Office, Strategic Planning, PowerPoint, Business Planning, Start-ups, Business Development
Education
Butler University - College of Business Administration 2010 — 2014
Bachelor’s Degree, Economics & Finance
Pacific Life December 2014 - Present
Northwestern Mutual February 2014 - November 2014
Northwestern Mutual June 2012 - February 2014
Romano's Macaroni Grill September 2007 - May 2012
ResMAE Mortgage Corporation June 2004 - December 2006
Skills
Insurance, Marketing, Strategic Financial..., Microsoft Office, Investments, Financial Analysis, Mutual Funds, Budgets, Business Planning, Account Management, Entrepreneurship, Access, New Business Development, Inventory Management, Social Networking, Business Development, Sales Management, Disability Insurance, Strategic Planning, Strategy, Fixed Annuities, Long-term Care, Team Leadership, Negotiation, Retirement Planning, Sales, Contract Negotiation, Teamwork, Operations Management, Business Strategy, Market Research, Marketing Strategy, Competitive Analysis, Accounting, Financial Modeling, Business Analysis, Public Speaking, Corporate Finance, Recruiting, Training, Social Media, Time Management, Finance, Analysis, Process Improvement, Real Estate, Risk Management, Event Planning, Coaching, Customer Satisfaction
Education
California State Polytechnic University-Pomona 2011 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
AIG August 2011 - Present
Sun Life Financial May 2008 - August 2011
Northwestern Mutual September 2007 - June 2008
Lockton Companies May 2006 - September 2006
Skills
Insurance, Underwriting, Employee Benefits, Health Insurance, Stop Loss, Disability Insurance, Life Insurance, Brokers, Property & Casualty..., Workers Compensation, Commercial Insurance, Captives, Health Savings Accounts, Risk Management, Term Life Insurance, Retirement Planning
Education
California Polytechnic State University-San Luis Obispo
Business, Finance
Northwestern Mutual January 2013 - Present
Northwestern Mutual January 2005 - December 2012
Northwestern Mutual 2001 - 2005
Education
California State University-San Marcos 1998 — 2000
Bachelor of Science, Business Management
Cirque Social August 2015 - Present
Ingram Micro Mobility September 2014 - August 2015
hc1.com December 2013 - May 2014
ExactTarget August 2012 - July 2013
Bulldog Landscaping January 2010 - July 2013
Indiana Economic Development Corporation December 2011 - May 2012
Northwestern Mutual May 2011 - August 2011
Skills
Social Media, Microsoft Office, Event Planning, Public Speaking, Microsoft Excel, Marketing, PowerPoint, Social Networking, Social Media Marketing, Public Relations, Customer Service, Microsoft Word, Access, Marketing Communications, Sales, Fundraising, Research, Data Analysis, Marketing Strategy, Market Research, Teamwork, Training, Management, Email Marketing, Salesforce.com, Microsoft Dynamics
Education
Butler University 2008 — 2012
Bachelor’s Degree, Marketing, Accounting (Double Major)
Pontifícia Universidade Católica do Rio de Janeiro / PUC-Rio 2011 — 2012
International Study Abroad, Global Strategy & Foreign Policy
Enterprise Rent-A-Car May 2015 - Present
Enterprise Rent-A-Car October 2013 - Present
Adrenaline Lacrosse June 2012 - August 2014
Enterprise Rent-A-Car August 2013 - October 2013
Enterprise Rent-A-Car June 2012 - August 2013
Northwestern Mutual November 2010 - June 2012
Castoro Cellars July 2009 - November 2010
Castoro Cellars July 2009 - October 2010
Cal Poly Women's Lacrosse January 2007 - June 2009
Skills
Management, Finance, Corporate Events, Strategic Planning, Customer Service, Event Planning, Time Management, Selling, Wine, PowerPoint, Microsoft Excel, Sales, Data Analysis, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelors of Science, Agricultural Business
Northwestern Mutual January 2002 - Present
Friends of Schlitz Audubon Board 2013 - 2014
Seyfarth Shaw August 1996 - October 2002
Education
University of Notre Dame Law School 1993 — 1996
JD, Law
Butler University 1989 — 1993
B.S., Economics
Associated Insurance Group August 2011 - Present
Northwestern Mutual December 2009 - June 2011
USA Sports Academy January 2008 - January 2009
Education
Butler University 1990 — 1994
BS, Finance
Northwestern Mutual October 2012 - Present
BMO Harris Bank July 2011 - September 2012
M&I Bank 2003 - July 2011
KPMG and BearingPoint 2000 - 2003
Charter Consulting 1998 - 1999
Peterson Consulting (Acquired by Navigant Consulting) 1993 - 1998
Skills
Process Improvement, Mergers, Change Management, Budgeting, Vendor Relations, Cross-functional Team..., Strategic Planning, Program Management, Financial Analysis, Customer Relations, Business Strategy, Financial Management, Problem Solving, Negotiation, Vendor Management, Banking, Business Planning, Management Consulting, Operations Management
Education
Butler University 1989 — 1993
B.S., Business Administration
Butler University - College of Business Administration 1989 — 1993
Bachelor of Science, Business Administration
Portage High School 1985 — 1989
Northwestern Mutual July 2001 - Present
Skills
Management, Leadership, Customer Service, Strategic Planning, Finance, Marketing, Sales, Team Building, Public Speaking, Contract Negotiation, Financial Planning
Education
Butler University 1997 — 2001
Bachelor of Science, Biology
James Cook University 2000 — 2000
Northwestern Mutual June 2010 - Present
Northwestern Mutual May 2012 - Present
The Detroit Skating Club January 2006 - April 2010
The Detroit Skating Club January 1999 - July 2006
Education
University of Detroit Mercy 2000 — 2003
B.A., Economics- Cum Laude
Butler University 1996 — 1999
Lowe's Companies, Inc. 2014 - Present
The AES Corporation August 2009 - April 2014
Indiana Finance Authority January 2009 - August 2009
Northwestern Mutual February 2008 - September 2008
Skills
Treasury Management, Certified Treasury..., Treasury, Cash Management, Automated Treasury..., Financial Modeling, International..., Banking Relationships, Process Improvement, Financial Analysis, Business Process..., Investment Portfolios, Advanced Excel, Treasury Policy, Project Finance, Working Capital...
Education
Butler University 2005 — 2009
Bachelor of Science (BS), Finance, General, 3.94/4.0 (cum laude)
University of Limerick
Study Abroad
Tesla Motors January 2015 - Present
Facebook April 2014 - December 2014
Apple April 2013 - April 2014
Tesla Motors June 2009 - April 2013
Aerotek Contract Engineering July 2007 - June 2009
Nalco March 2006 - July 2007
Northwestern Mutual June 2004 - March 2006
Skills
Electrical Engineering, Technical Recruiting, Manufacturing..., Applicant Tracking..., Recruiting, Engineering, Talent Management, Manufacturing, Internet Recruiting, Talent Acquisition, Automotive, College Recruiting, Sourcing, Onboarding, Cold Calling, Screening Resumes, Training, Hiring, Interviews, Staffing Services, Team Building, Resume Writing, Temporary Placement, Temporary Staffing, Executive Search, Contract Recruitment, Employee Relations, Screening, Leadership, New Hire Orientations, Negotiation, Human Resources, Consulting, Permanent Placement, Taleo, Strategic Sourcing, Aerospace, Mechanical Engineering, Benefits Negotiation, Management, Workforce Planning, Employer Branding, Staff Augmentation
Education
California State Polytechnic University-Pomona 1999 — 2004
B.S, Finance, Real Estate, Law
ADP April 2015 - Present
Enterprise Fleet Management July 2013 - March 2015
Paychex, Inc August 2011 - July 2013
500 Festival February 2011 - May 2011
Protis Executive Innovations November 2010 - May 2011
Kappa Alpha Theta January 2010 - January 2011
Butler University January 2009 - December 2010
Northwestern Mutual May 2010 - August 2010
Hoosier Lottery June 2009 - September 2009
Greenfield Banking Company June 2006 - August 2006
Skills
Sales, Leadership, Marketing, Customer Service, Social Media, PowerPoint, Social Media Marketing, Public Speaking, Management, Account Management, Microsoft Excel, Microsoft Office, Time Management, Market Research, Microsoft Word, Social Networking, Human Capital Management, Payroll, BPO, Health Care Reform
Education
Butler University 2007 — 2011
Bachelor of Science, Marketing
Northwestern Mutual February 2006 - Present
The Gear Co-op February 2012 - July 2012
Autism Spectrum Therapies 2005 - 2006
Skills
Strategic Financial..., Financial Analysis, Investments, Retirement Planning, 401k Rollovers, IRAs, Fixed Annuities, Variable Annuities, Variable Products, Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, Series 7, Microsoft Excel
Education
California Lutheran University 1998 — 2002
Bachelor of Science (BS)
Medrio September 2015 - Present
Associated Students, Inc.-Cal Poly San Luis Obispo May 2012 - Present
Otis Elevator Company July 2014 - July 2015
Northwestern Mutual June 2013 - April 2014
Skills
Public Speaking, Microsoft Word, Microsoft Office, PowerPoint, Social Media, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, Minor In Economics, Junior
Northwestern Mutual August 2013 - Present
PlanMember Financial Corporation June 2010 - July 2013
Skills
Series 6, Series 63, Series 7, Series 24, Series 65, Series 53, California Life and...
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Business Administration (B.B.A.), Finance, General; Marketing, General
IronGate Financial Management April 2015 - Present
Northwestern Mutual November 2010 - Present
Regions Financial Corporation May 2008 - July 2010
The E.W. Scripps Company September 2004 - October 2008
Skills
Sales Operations, Business Planning, B2B, Strategic Planning, Analysis, Negotiation, Business Development, Mergers
Education
CALIFORNIA COAST UNIVERSITY 2000 — 2002
BACHELOR
Crichton College 1998 — 2000
Bachelor’s Degree
Southwest TN College 1996 — 1998
Associate's degree, Business/Managerial Economics
Fidelity Investments April 2008 - Present
Northwestern Mutual November 2007 - April 2008
Ameriprise Financial June 2006 - October 2007
Education
Sonoma State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Economics
California Lutheran University
MBA, MBA in Financial Planning
Northwestern Mutual 1999 - Present
Katz, Sapper & Miller September 1995 - August 1998
Skills
Financial Planning, Wealth Management, Retirement Income..., Retirement Planning, Retirement, Fixed Annuities, Long-term Care, Disability Insurance, Wealth Accumulation, Strategic Financial..., Estate Planning, Education Funding, Investments, Series 7, Series 63, Life Insurance
Education
Butler University 1991 — 1995
BS, Accounting
Northwestern Mutual September 2013 - Present
The Just Company July 2008 - September 2013
Enterprise Rent-A-Car June 2002 - May 2008
Ernst & Young January 2001 - June 2001
Skills
Sales, Contract Negotiation, Leadership, Public Speaking, Negotiation, Financial Analysis, Project Management, Microsoft Excel, Sales Presentations, Event Planning, Team Building, Insurance, Customer Service, Operations Management, Sales Operations, B2B, Sales Management, Cold Calling, Marketing Strategy, Account Management, Microsoft Office, Direct Sales
Education
Butler University - College of Business Administration 2009 — 2011
MBA
DePauw University 1998 — 2002
Bachelors of Art, History & Management Fellows
Eberhard-Karls-Universität Tübingen / University of Tuebingen 2000 — 2000
Exchange Student, German language immersion
Highland Park PD March 2011 - Present
Lloyd Agencies February 2011 - May 2011
Northwestern Mutual May 2008 - February 2011
MassMutual August 2007 - December 2007
UBS June 2007 - August 2007
Skills
Financial Analysis, Insurance, Employee Benefits, Investments, Risk Management, Strategic Financial..., Mutual Funds, Microsoft Excel, Public Speaking, Retirement Planning, Finance, Portfolio Management, Leadership, Accounting, Asset Management, Police, Criminal Justice, Law Enforcement..., Criminal Law, OC Spray, Interview and..., Traffic Enforcement, Active Shooter, Emergency Vehicle..., Taser, Firearms, Public Safety, Officer Survival, ASP Baton, Community Policing, Crime Prevention, Report Writing, Breath Operator, Juvenile Officer, Enforcement, PADI Open Water Diver, Emergency Management, Government, Criminal Investigations, Policy, Private Investigations, Interrogation, Physical Security, Project Planning, Homeland Security, Investigation, Wealth Management, Law Enforcement
Education
Butler University - College of Business Administration 2004 — 2008
Bachelor of Science, Finance
Union Savings Bank January 2015 - Present
Fifth Third Bank November 2009 - January 2015
Northwestern Mutual May 2006 - November 2009
Northwestern Mutual Life May 2006 - May 2008
Skills
Refinance, Real Estate, Investments, Financial Analysis, Loans, Mortgage Lending, FHA, Life Insurance, Portfolio Management, Mortgage Banking, Credit, Credit Analysis, Retirement Planning, Residential Mortgages, Fixed Annuities, Underwriting, USDA, Strategic Financial..., Banking, Small Business Lending, Commercial Banking, Team Management, Finance, Financial Services, Loan Origination, Sales, Customer Service, Leadership, Marketing
Education
Butler University 2004 — 2008
Bachelor of Science (BS), Marketing
East Central High School 2001 — 2004
Indiana Finance Authority January 2009 - Present
Northwestern Mutual February 2008 - November 2008
Education
Butler University - College of Business Administration 2005 — 2009
Finance
Hitachi Medical Systems America January 2012 - Present
Lincare Holdings, Inc February 2009 - January 2012
Lincare January 2008 - February 2009
Northwestern Mutual July 1999 - January 2008
Northwestern Mutual Financial Network 1999 - 2008
Skills
Hospitals, MRI, Computed Tomography, Radiology, Healthcare, Sales, Digital Imaging, Negotiation, Capital Equipment, Medical Imaging, Sales Process, Healthcare Management, Leadership, Cardiology, Public Speaking
Education
Butler University 1995 — 1999
BS, Business Administration
Butler University - College of Business Administration 1995 — 1999
BS, International Management
TIAA-CREF September 2014 - Present
Deloitte August 2012 - September 2014
Deloitte November 2010 - August 2012
United States Department of Defense May 2009 - November 2010
United States Department of Defense June 2007 - May 2009
Grow Indiana Media Ventures August 2006 - March 2007
Northwestern Mutual May 2006 - September 2006
Bulldog's Hotdogs August 2004 - July 2005
Skills
Process Improvement, Project Management, Six Sigma, Leadership, Financial Analysis, Team Leadership, Project Planning, Management, Risk Management, Strategic Planning, Management Consulting, Data Analysis, Program Management, Business Process..., Strategy
Education
Indiana University - Kelley School of Business 2007 — 2010
MBA, Entrepreneurship and Strategy
Butler University - College of Business Administration 2003 — 2007
Bachlors, Finance
Sempra U.S. Gas and Power May 2011 - Present
ACES Power Marketing August 2009 - May 2011
ADP January 2009 - April 2009
Northwestern Mutual June 2008 - December 2008
Skills
Valuation, Financial Analysis, Risk Management, Trading, Portfolio Management, Financial Modeling, Commodity, Energy, Commodity Markets, Hedging, Electricity Markets, Finance, Energy Markets, Options
Education
Butler University - College of Business Administration 2007 — 2009
B.S., Finance
Butler University 2005 — 2009
Bachelor of Science, Finance
State Farm January 2009 - Present
Steve Melniczak Agency January 2009 - Present
Northwestern Mutual July 2002 - August 2007
Skills
Life Insurance, Insurance, Retirement Planning, Long Term Care Insurance, Term Life Insurance, Financial Services, Commercial Insurance, Medicare, Finance, Homeowners, Property & Casualty..., Health Insurance, Retirement, Workers Compensation, Whole Life, Mutual Funds, Disability Insurance, Fixed Annuities, Strategic Financial..., Series 63, Health Savings Accounts, Series 6, Employee Benefits, Long-term Care, Small Business, Underwriting
Education
Cairn University 1998 — 2003
Business, Business, Biblical Studies
MINDBODY, Inc. October 2013 - Present
MINDBODY, Inc. June 2013 - October 2013
City of San Luis Obispo August 2009 - June 2013
California Polytechnic State University, San Luis Obispo July 2007 - July 2009
UCLA Chancellor's Office November 2005 - July 2007
UCLA School of Law August 2004 - November 2005
Northwestern Mutual September 2003 - June 2004
InteliStaf Healthcare December 2002 - September 2003
Commonwealth of Pennsylvania July 2000 - December 2002
Skills
Copy Editing, Public Speaking, Community Outreach, Local Government, Research, Proofreading, Social Media, Editing, Higher Education, Project Management, Newsletters, Public Administration, Policy Analysis, Finance, Recruiting, Writing, Nonprofits, Fundraising, Grant Writing, Event Management, Human Resources, Organizational..., Government, Public Policy, Resume Writing, Interviews
Education
California Polytechnic State University-San Luis Obispo 2008 — 2009
M.A., Educational Leadership and Administration
University of Pittsburgh 1996 — 2000
B.S., Psychology
The Pampered Chef February 2013 - Present
Military Personnel Services Corporation November 2011 - July 2014
Fairfax County Public Schools August 2007 - June 2011
Northwestern Mutual September 2006 - May 2007
Skills
Creative Writing, News Writing, Editing, Newsletters, Research, Copy Editing, Proofreading, Publication Development, Time Management, Project Planning, Team-oriented, Self-starter, Customer Service, Event Planning, Social Networking
Education
Cabrini College 2004 — 2006
BA, English, Secondary Education Concentration
Ridley High School 1996 — 2000
High School Diploma
Northwestern Mutual 2014 - Present
World TeamTennis Franchise October 2012 - March 2014
St. Francis High School August 2001 - August 2012
St. Francis High School August 2001 - August 2006
Office of Conference Services Cal Poly State University January 2000 - August 2001
Cal Poly State University July 1996 - March 2000
Central Coast Roadrunners March 1996 - December 1999
Education
Ohio University 2003 — 2005
MS, Athletic Administration
California Polytechnic State University-San Luis Obispo 1991 — 1996
Bachelor of Science, Biological Sciences
Northwestern Mutual May 2010 - Present
Education
Butler University 2007 — 2011
Jimmy John's May 2010 - February 2015
CNO Financial Group September 2012 - December 2012
Northwestern Mutual May 2011 - September 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Financial Analysis, Accounting, Spreadsheets, Leadership, Time Management
Education
Ivy Tech Community College 2015 — 2017
Associate's degree, Registered Nursing/Registered Nurse
Marian University 2014 — 2014
Bachelor's degree, Registered Nursing/Registered Nurse
Butler University 2008 — 2012
Bachelor of Science (B.S.), Finance with a specialization in Risk Management
PayLease November 2013 - Present
Northwestern Mutual July 2012 - November 2013
MetLife 2005 - 2012
Skills
Strategic Financial..., Financial Services, Insurance, Retirement, Life Insurance, Estate Planning, Finance, 401k, Retirement Planning, Employee Benefits, New Business Development, Disability Insurance, Investments, Training, Customer Service, Software Implementation, Customer Satisfaction, Resourceful..., Sales, Microsoft Excel, Microsoft Office, Financial Planning
Education
Miami University 2015 — 2018
Master of Arts (MA), Conservation Biology
San Diego State University-California State University 2005 — 2007
Bachelor of Science (BS), Business Administration, Management
San Diego Mesa College 2004 — 2005
Pre-Business
California State Polytechnic University-Pomona 2003 — 2004
Pre-Veterinary Studies
University of San Diego High School 1999 — 2003
McKinsey & Company April 2014 - Present
Northwestern Mutual December 2011 - March 2014
Dolphin Bay Resort & Spa February 2009 - November 2011
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
BA, Modern Languages & Literature
Claremont High School 2002 — 2006
United States Air Force 2009 - Present
Northwestern Mutual 2012 - March 2013
New Jersey Forest Fire Service June 2008 - June 2009
America's Keswick June 2006 - August 2007
Education
Philadelphia Biblical University 2007 — 2012
Northwestern Mutual May 2012 - Present
Education
Colorado State University-Pueblo 2010 — 2012
Butler County Community College 2008 — 2009
Northwestern Mutual May 2012 - Present
Macy's September 2008 - June 2010
Skills
Disability Insurance, Life Insurance, Retirement Planning, College Savings Plans, Real Estate, Estate Planning, Long Term Care Insurance, Term Life Insurance, Personal Financial..., Permanent Life Insurance, Life, Brokers
Education
Caldwell College 2009 — 2013
Financial Economics
Holy Cross High School 2005 — 2009
Seton Hall University
Seton Hall University
Northwestern Mutual June 2013 - Present
PlanMember Financial Corporation March 2011 - May 2013
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
Bachelor of Science (BS), Finance, General
The New York Baseball Academy at Hofstra July 2014 - August 2014
Northwestern Mutual June 2013 - August 2013
Caldwell University October 2010 - October 2012
Elmjack Little League 2009 - 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
Caldwell University 2010 — 2014
Bachelor's degree, Management