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
HOTB Software May 2013 - Present
Pure Game May 2010 - Present
JPMorgan Chase May 2010 - May 2013
Northwestern Mutual May 2008 - February 2010
Bridge Capital Corp. August 2004 - January 2008
Skills
Sales, Management, Finance, Mortgage Lending, Loans, Business Development, Financial Analysis, Customer Service, Real Estate, Financial Services, Residential Homes, Loan Origination, Banking, Training, Refinance, Software Development
Education
California State University-Long Beach 2002 — 2004
BA, Art
Wilson Sonsini Goodrich & Rosati February 2015 - Present
Kokka & Backus, PC March 2014 - February 2015
Pfizer's Centers for Therapeutic Innovation January 2012 - March 2014
Northwestern Mutual September 2010 - December 2011
Skills
Team Leadership, Microsoft Office, Outlook, Customer Service, Operations, Computer Repair, New Hire Training, Ariba, Concur, SharePoint, Expense Reports, Management, Process Scheduler, Administrative..., Recruiting, Data Entry, Administrative...
Education
San Francisco State University 2013 — 2014
Paralegal Certificate, Contracts and Patent Law, 3.5
San Jose State University 2006 — 2009
Bachelor of Science, Justice Studies, Sociology
California State University-Long Beach 2005 — 2006
Bachelor of Science, Criminal Justice
Northwestern Mutual June 2014 - Present
Skills
Financial Planning, Customer Service, Financial Analysis, Leadership, Risk Management, Insurance, Sales, Strategic Planning, Investments, Motivated self-starter, Data Analysis, Social Media, Phone Etiquette, Outlook, Social Networking, Time Management
Education
California State University-Northridge 2014 — 2014
Psychology
University of Colorado Boulder 2009 — 2013
Bachelor's Degree, Psychology
REACH, Inc. June 2014 - Present
Bryan Law Firm, P.C. January 2013 - January 2014
Northwestern Mutual November 2012 - February 2013
WealthVest Marketing April 2011 - November 2012
Bozeman Deaconess Hospital June 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Insurance, Budgets, Microsoft Office, Interpersonal &..., Fixed Annuities, Business Development, New Business Development, Notary Public for the..., Microsoft Word, Aptitude in Social..., Capable of endorsing..., Problem Solving, Works Well Autonomously..., Cpr Certified, First Aid, MANDT, Home Care, Appointment Scheduling, Bookkeeping, Document Drafting, Legal Assistance, Legal Writing, Purchasing, Annual Reports, Client Billing, Medication...
Education
Montana State University-Bozeman 2014 — 2016
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse, 4.0
Duke University 2012 — 2013
Paralegal Studies, Focus: Contract, Torte, and Business Organizations & Corporate Law
California State University-Long Beach 2005 — 2010
Bachelor of Arts (BA), Communication, General, 3.6
Pacific Educators March 2014 - Present
Northwestern Mutual July 2013 - January 2014
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Public Relations, Social Media, Public Speaking
Education
California State University-Fullerton
Bachelor's Degree, Economics and Public Relations, Senior
California State University-Fullerton
Digital Benefit Advisors - Southern California July 2011 - Present
Dennis J Park Insurance Services Inc. June 1991 - Present
Northwestern Mutual June 1991 - December 2010
Skills
Insurance, Employee Benefits, Health Insurance, Strategic Planning, Contract Negotiation, Life Insurance, Disability Insurance, Wellness Programs, Employee Wellness, Healthcare, Marketing, COBRA, Account Management, Customer Service, Sales, Human Resources, Small Business, Sales Management, Management, Risk Management, Strategy, Team Building, Finance, Investments, Negotiation, Underwriting, Workers Compensation, Financial Services, Benefits Administration, Brokers, Budgets, Health Savings Accounts, Retirement Planning, Fixed Annuities
Education
University of California, Irvine 1993 — 1995
Bachelor's degree
California State University-Long Beach
Huntington Beach High School
Jensen Financial & Insurance Services January 2006 - Present
St. Andrews Presbyterian Church August 2012 - Present
Spectrum Direct Insurance Services October 2011 - August 2012
Mission Hope Church August 2010 - February 2012
Spectrum Direct Insurance Services November 2008 - October 2010
Northwestern Mutual December 2005 - January 2007
Skills
Term Life Insurance, Insurance, Life Insurance, Universal Life, Fixed Annuities, Disability Insurance, Long-term Care, Customer Service, Leadership
Education
Fuller Theological Seminary 2010 — 2018
Master of Arts in Theology (MAT), Theology/Theological Studies
California State University-Fullerton - College of Business and Economics 2005 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Universitat Autònoma de Barcelona 2005 — 2006
Business and Spanish
Lexus April 2014 - Present
Northwestern Mutual May 2013 - Present
JHJR Residential February 2011 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, QuickBooks, Social Media, Data Entry, Spanish, English, Team Building, Public Speaking, Editing, OS X, System Administration
Education
Universidad del Rosario 2010 — 2010
California State University-Northridge
marketing, International Business/Trade/Commerce
Bodycentre Fullerton January 2010 - Present
The Body Zone July 2010 - August 2015
Northwestern Mutual October 2014 - January 2015
Skills
Customer Service, Photography, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Teamwork, Photoshop, Research, Time Management, Public Speaking, English, Social Networking, Editing, Marketing, Sales, Leadership, Team Building
Education
California State University-Long Beach 2011 — 2015
Marketing
J.D. Power April 2015 - Present
J.D. Power June 2014 - April 2015
J.D. Power April 2014 - June 2014
J.D. Power May 2013 - April 2014
J.D. Power April 2011 - May 2013
Yahoo! Search Marketing September 2010 - January 2011
Northwestern Mutual January 2010 - September 2010
FanManager Marketing & Promotions January 2010 - January 2010
The Academic Advantage January 2009 - January 2010
Northwestern Mutual Life June 2008 - January 2009
Skills
Data Analysis, SPSS, Marketing Research, Qualitative Research, Microsoft Excel, Management, PowerPoint, Marketing, mTAB, Microsoft Office, Database Administration, Event Management, Financial Analysis, Project Management, Excel, Marketing Management, Mystery Shopping, Macros, ASAP, Promotions, Financial Management, Financial Planning, Financial Reporting, Syndicated Data Analysis, Customer Insight, Analysis, Voice of the Customer, Market Research, Quantitative Research
Education
California State University-Northridge 2006 — 2010
B.S., Marketing, Management, and Business Administration
instaBrand January 2014 - May 2014
House Network September 2012 - January 2014
Reutax AG January 2013 - August 2013
Northwestern Mutual December 2011 - July 2012
Jumpstart September 2011 - June 2012
Skills
Financial Analysis, Finance, Corporate Finance, Social Media Marketing, Entrepreneurship, Business Strategy, Accounting, Market Research, Budgets, Negotiation, Mergers & Acquisitions, Mergers, Strategy, Microsoft Excel, Customer Service
Education
California State University-Northridge
Bachelor of Science (BS), Finance and Business Law
Beverly Hills High School
High School Diploma
Universität Mannheim
German Studies
Shared Insight Inc. May 2013 - Present
CandyWarehouse.com April 2012 - May 2013
Naviron August 2011 - April 2012
Gap Inc./Old Navy October 2010 - June 2011
AMP Agency January 2011 - May 2011
Starbucks June 2008 - September 2010
Northwestern Mutual January 2010 - May 2010
Skills
Recruiting, CRM, Management, Interviews, Cold Calling, Customer Service, Program Management, Permanent Placement, Accounts Receivable, Social Media, Social Media Marketing, Applicant Tracking..., Sales, Budgets
Education
California State University-Long Beach 2007 — 2011
Bachelor of Science (B.S.), Finance and Investments
Terra Nova
Northwestern Mutual May 2013 - Present
T-Mobile June 2003 - August 2012
T-Mobile 2003 - August 2012
Skills
Direct Sales, Sales Operations, Account Management, Sales Management, Solution Selling, Customer Retention, Customer Experience, Retail, Telecommunications, Sales, Sales Process, Merchandising, Customer Satisfaction, Mobile Devices, Team Building, Selling Skills, New Business Development, Channel Partners, Cold Calling, Product Marketing, Training, Team Leadership, Selling, Call Centers, Business Development, Leadership, Profit, P&L Management, Product Management, Sales Presentations, Salesforce.com, Marketing, CRM, Competitive Analysis, Strategic Partnerships, Income Statement, Cross-functional Team..., Coaching, Store Management, B2B, Key Account Management
Education
California State University-Northridge 1998 — 2002
Bachelor of Science (BS), Environmental and Occupational Health Science
La Sierra University 1995 — 1997
Skechers March 2014 - Present
Northwestern Mutual September 2013 - February 2014
Northwestern Mutual February 2013 - September 2013
BCBG Max Azria August 2012 - December 2012
49er's Shop Inc. August 2009 - December 2012
Skills
Teamwork, Microsoft Excel, Time Management, Event Planning, Customer Service, Customer-focused Service, Action Oriented, Leadership, Communication, Process Management, Microsoft Office, Outlook
Education
California State University-Long Beach - College of Business Administration 2007 — 2013
Bachelor of Science (B.S.) in Business Administration, Double Major: Finance Management and International Business
연세대학교 / Yonsei University 2011 — 2012
Study Abroad Direct Exchange, International Business
Ports America September 2014 - Present
Northwestern Mutual April 2010 - September 2014
Skills
Financial Services, Business Development, Operations Management
Education
California State University-Long Beach - College of Business Administration 2008 — 2010
BS, Management
Golden West College 2005 — 2007
AA, Business
Surfrider Foundation San Francisco Chapter January 2014 - Present
Geary LSF December 2014 - Present
Sonic Boom Wellness November 2013 - July 2014
Celsius, Inc. September 2013 - November 2013
The Tugboat April 2012 - October 2013
Ace Parking January 2013 - May 2013
Northwestern Mutual July 2012 - January 2013
Big Time Affairs May 2012 - September 2012
IMG Media June 2012 - August 2012
Cassidy Turley May 2011 - August 2011
Skills
Advertising, Social Media Marketing, Digital Media, SEO, Business Strategy, Event Planning, New Business Development, Blogging, Google Analytics, Action Sports, Sales, Financial Analysis, International Marketing, Google Adwords, Product Marketing, Employee Wellness, Competitive Analysis, Branding & Identity, Environmental Awareness, Product Development, Social Influence, Journalism, business st, Account Coordination
Education
California State University-Long Beach 2008 — 2013
Bachelor of Science (BS), Marketing
Equity Risk Partners September 2013 - Present
Imerman Angels 1-on-1 Cancer Support January 2006 - Present
The Bensman Group (Member Firm - NFP Corp/NYSE: "NFP") January 2007 - September 2013
The Cochlan Group, Inc. (Formerly Clark Consulting, Inc.) February 2004 - February 2006
MB Financial Insurance, Inc. (MB Financial Bank, N.A.) May 2002 - January 2004
Northwestern Mutual May 1994 - December 2001
Skills
Insurance, Sales, Sales Management, Financial Services, Angel Investing, Venture Capital, Private Equity, Transaction Risk..., M&A Support, Commercial P&C Insurance, Personal P&C Insurance, Employee Benefits, Business Continuation..., Business Succession..., Estate Planning, Wealth Transfer, Executive Retention, Non-Qualified Executive..., ESOP Repurchase..., COLI, BOLI, Selling, Commercial Real Estate, Succession Planning, Management, Life Insurance, Wealth, Risk Management, Portfolio Management, Finance, Retirement Planning, Due Diligence, Mergers & Acquisitions, Strategy
Education
The John Marshall Law School 2005 — 2005
Audited classes in the LL.M. Program
California State University Long Beach 1988 — 1993
B.S., Engineering Technology
Boeing June 2013 - Present
Boeing Defense, Space, & Security June 2012 - June 2013
Northwestern Mutual April 2011 - June 2013
Pi Kappa Alpha Fraternity September 2011 - January 2013
Business Honors Society February 2010 - October 2012
AxeJacket Inc. August 2009 - April 2012
EY 2011 - 2011
Skills
Fixed Annuities, Investments, Analysis, Retirement, Finance, Strategic Financial..., Financial Analysis, Strategic Leadership, Stocks, Insurance, Financial Advisory, Retirement Planning, Asset Management, Disability Insurance, Equities, Financial Planning, Retirement Solutions, Risk Management, Lean Manufacturing, Auditing, Internal Audit, Internal Investigations, Corporate Finance, Aerospace, Systems Engineering, Real Estate
Education
Caltech 2014 — 2014
Certificate, Systems Engineering
Cornell University 2014 — 2014
Certificate, Business Strategy
California State University-Fullerton - College of Business and Economics 2009 — 2013
Bachelor's degree, Finance
Bankers Life and Casualty Company August 2014 - Present
Northwestern Mutual 2013 - 2014
Chili's July 2012 - January 2013
Skills
Sales, Life Insurance, Insurance, Long-term Care, Investments
Education
Chapman University 2012 — 2014
Bachelor of Science (BS), Business Administration and Management, General
California State University-Fullerton 2010 — 2012
Bachelor of Science (BS), Mechanical Engineering
Northwestern Mutual April 2015 - Present
Northwestern Mutual January 2014 - April 2015
YAS Fitness Centers September 2013 - May 2014
Northwestern Mutual June 2010 - January 2014
Northwestern Mutual August 2008 - June 2010
Gold's Gym June 2006 - July 2008
Skills
Recruiting, Leadership, Training, College Recruiting, Management, Marketing, Sales, Business Networking, Coaching, Building Relationships, Team Building, Job Fairs, Interviews, Cold Calling, Talent Acquisition, Time Management, Referrals, Professional Networking, Qualifying Prospects, Event Planning, Onboarding, Interviewing, Resume Writing, Social Networking, Relationship Building, Screening Resumes, Sourcing, Interview Preparation, Bilingual-English/Spanis..., Applicant Tracking..., Internet Recruiting, Hiring, Employee Relations, Employee Training, Leadership Development, New Hire Orientations, Career Development, Networking, Career Counseling, Class/Club Talks, Career Changer..., Staff Development
Education
California State University-Long Beach - College of Business Administration
B.S., Business - Finance
Valley Center High School
Pension Dynamics Corporation January 2001 - Present
Transamerica Life Insurance Company 1996 - 1997
Northwestern Mutual 1995 - 1996
Skills
Customer Service, Sales, Outlook, Human Resources, PowerPoint, Microsoft Excel
Education
California State University-Northridge
Business Administration and Management, General
Los Angeles Unified School District January 2014 - Present
Northwestern Mutual March 2014 - March 2015
Academic Advantage November 2011 - May 2013
Skills
Life & Health Insurance..., Mathematics, Teaching English as a..., Academic Tutoring, Tax Preparation, Supervisory Experience, Teamwork, Teaching, Adult CPR, PowerPoint, Microsoft Excel
Education
California State University-Northridge 2010 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Village Christian High School 2006 — 2010
High school Diploma
Erika Song Insurance Agency-FARMERS INSURANCE May 2004 - Present
Northwestern Mutual March 2003 - May 2004
Skills
Insurance, Life Insurance, Retirement Planning, Mutual Funds, Workers Compensation, Retirement, Financial Services, Marketing, Sales, Customer Service, Strategic Planning, Microsoft Office
Education
California State University-Fullerton 1999 — 2003
BA, Business
California State University-Fullerton 1999 — 2003
Bachelor of Business Administration (BBA), Business Management
Northwestern Mutual March 2014 - Present
Bank of America May 2008 - March 2014
JPMorgan Chase October 2005 - April 2008
Skills
Strategic Financial..., Management, Loans, Finance, Banking
Education
California State University-Long Beach
AllSourcePPS January 2014 - Present
Best Buy September 2013 - January 2014
Northwestern Mutual January 2013 - August 2013
Jamba Juice November 2009 - January 2013
Legal Aid Foundation of Los Angeles 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, Leadership, Fundraising, Outlook, Data Entry
Education
California State University-Long Beach 2008 — 2013
Bachelor of Arts (B.A.), Sociology
Guaranteed Rate - www.FrancescoFoggia.com May 2014 - Present
CS Financial September 2005 - May 2014
Northwestern Mutual November 1999 - September 2005
Salomon Smith Barney February 1997 - October 1999
Skills
Short Sales, Mortgage Lending, Residential Mortgages, Refinance, Loans, Finance, REO, Loan Origination, Mortgage Banking, Real Estate, First Time Home Buyers, FHA, Investment Properties, VA loans, Certified Mortgage..., Real Estate Economics, Reverse Mortgages, Commercial Mortgages, Mortgage Underwriting, Underwriting, Foreclosures, Loss Mitigation
Education
California State University-Northridge 1996 — 2004
Staples Business Advantage May 2012 - Present
3D Sounds, LLC January 2006 - June 2012
CalDigit Inc January 2011 - May 2011
CSU - Long Beach, Housing and Residential Life June 2008 - October 2010
Northwestern Mutual April 2007 - December 2008
Skills
Contract Negotiation, Project Management, Sales Presentations, Microsoft Office 2007, Consultative Selling..., Adobe Acrobat, PeopleSoft, Oracle Applications, Sponsorship Generation, Project Financing, Sales Operations, Strategy, New Business Development, Marketing Strategy, Microsoft Office, Sales, Customer Service, Business Development, B2B, Management, Microsoft Excel, Marketing, Leadership
Education
California State University-Long Beach
Diamond Bar High School
Target June 2014 - January 2015
American Limousine and Parking Services August 2011 - May 2014
Northwestern Mutual August 2013 - November 2013
Skills
Finance, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Sales, Insurance, Banking, Microsoft Word, Customer Service, Access, Marketing, Investments, Management
Education
California State University-Long Beach 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Granite Bay High School 2006 — 2010
TCG Group Holdings LLP December 2006 - Present
TCG Advisors, LP December 2006 - Present
JEM Resource Partners December 2006 - Present
Northwestern Mutual January 2005 - November 2006
Skills
Employee Benefits, Management, Finance, Sales, Consulting, Marketing, Relationship Management, Financial Analysis, Leadership, Strategic Planning, Retirement Planning, Funding, Investment Advisory, Financial Advisory, Investments, Portfolio Management, Financial Services
Education
California State University-Fullerton 2000 — 2005
Bachelor of Arts (B.A.), Business Administration and Management, General
NTT DATA Americas February 2014 - Present
Northwestern Mutual March 2013 - January 2014
Anchor Point Technology Resources October 2012 - March 2013
Ebit Information Systems November 2010 - October 2012
Yoh HR Solutions March 2010 - November 2010
Target April 2009 - March 2010
Target January 2008 - April 2009
Hosting.com March 2007 - January 2008
Creative Management Group February 2006 - August 2007
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Sales, Marketing, Customer Service, Cold Calling, Team Building, Onboarding, Management, Temporary Placement, Sourcing, Talent Management, Human Resources, Leadership, Training, Internet Recruiting, Project Management, Networking, Screening Resumes, Team Leadership, Interviews, Performance Management, Employee Training, Program Management, Business Analysis, Hiring, Coaching, Vendor Management, Personnel Management, Staffing Services, Contract Recruitment, Employee Relations, Benefits Negotiation, Temporary Staffing, Time Management, Analysis
Education
University of Louisville 2003 — 2007
Bachelors, Marketing
California State University-Northridge 2005 — 2006
Marketing
Pleasure Ridge Park H.S. 1999 — 2003
American Honda Motor Company, Inc. August 2013 - Present
CROSSMARK September 2013 - February 2014
Northwestern Mutual December 2011 - January 2014
Macy's November 2012 - January 2013
The So Cal Group, Inc October 2012 - November 2012
Maritz Research March 2012 - October 2012
Skills
Long Term Care Insurance, Disability Insurance, Life Insurance, Team Leadership, Communication, Determination, People Skills, Friendly Personality, Investments, Financial Analysis, Leadership, Retirement Planning, Time Management
Education
California State University-Long Beach 2011 — 2015
Bachelor of Business Administration (BBA), Business Finance, Sophomore
ADP February 2015 - Present
Northwestern Mutual September 2013 - April 2014
Alexander Forbes Offshore June 2012 - July 2012
Skills
Due Diligence, File Management, Data Integrity, Unit Pricing, Event Planning, Event Management, Customer Service, Facebook, Management, Public Speaking, Social Networking, Leadership, Marketing, Sales, Microsoft Excel
Education
California State University-Northridge 2008 — 2014
Bachelor of Arts (B.A.), Philosophy and Business
Allstate Financial Services, LLC September 2014 - Present
Northwestern Mutual October 2011 - May 2013
Boy Scouts of America 1998 - 2012
Skills
Insurance, Investments, Asset, Long Term Care, Retirement, Disability Insurance, Wealth Accumulation, Wealth, Funding, Financial Planning, Estate Planning, Employee Benefits, Finance, Long-term Care, Analysis, Microsoft Excel, Life Insurance, Retirement Planning, Strategic Financial..., Long Term Care Insurance, Portfolio Management, Fixed Annuities, Leadership
Education
East Carolina University 1993 — 1996
BSW, Social Work
California State University-Northridge 1987 — 1988
Psychology
Pierce College 1984 — 1987
AA, Psychology
Northwestern Mutual June 2015 - Present
Belmont Brewing Company April 2014 - Present
LabActive July 2013 - August 2014
Skills
Eagle Scout, Leadership, Communication Skills, Coachable, Teamwork, Networking, Training, Human Resources, Recruiting, Customer Satisfaction, Finance, Public Speaking, Microsoft Office, Customer Service, Microsoft Excel, Social Media, Sales, Marketing, Management, Team Leadership, Time Management, Communication, Event Planning
Education
California State University-Long Beach - College of Business Administration 2011 — 2016
Bachelor of Science (BS), Marketing
Los Alamitos High School 2007 — 2011
Tealium May 2015 - Present
Mid Valley Youth Baseball January 2004 - Present
Privately Held; AIM Capital Management, LLC June 2008 - Present
VincentBenjamin September 2014 - January 2015
VincentBenjamin January 2014 - September 2014
Wireless Capital Partners, LLC October 2012 - January 2014
Cleveland High School June 2012 - May 2013
Northwestern Mutual June 2011 - September 2012
Skills
Sales, CRM, Recruiting, Cold Calling, Customer Service, Management, Marketing, Business Development, Digital Marketing, SaaS, Finance, Sales Process, Account Management, Networking, Training, Market Research, Investments, Negotiation, Social Media, Consulting
Education
California State University-Northridge 2010 — 2012
Bachelor of Arts, Communication Studies, 3.5
Universidad de Belgrano 2010 — 2010
Certificate, Intensive Spanish
Santa Barbara City College 2007 — 2009
General Education, Communication and Media Studies, 3.0
Grover Cleveland High School 2003 — 2007
High School Diploma, GED
Dogs Bollocks 5 (db5) & copypop October 2014 - Present
Dogs Bollocks 5 (db5) & copypop July 2014 - October 2014
Northwestern Mutual May 2014 - September 2014
Gap Inc./Gap April 2013 - August 2014
Skills
Data Entry, Market Research, Data Analysis, Visual Merchandising, Merchandising, Store Management, Retail, Retail Sales, Fashion, Apparel, Loss Prevention, Store Operations, Styling, Sales, Merchandise Planning, Driving Results, Inventory Management, Financial Services, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
California State University-Los Angeles 2010 — 2015
Bachelor of Science (BS), Business Administration, Option in Marketing
California First National Bank November 2011 - November 2013
Cyber Palace August 2010 - September 2010
RPM March 2010 - August 2010
World Sports Corporation September 2009 - December 2009
EuroTEFL August 2009 - September 2009
Northwestern Mutual March 2009 - August 2009
Oxford Institute September 2005 - March 2009
Learning Alliance September 2008 - December 2008
PBC May 2008 - August 2008
CSULB January 2008 - May 2008
Skills
Teaching, SPSS, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Spanish, Research, Social Media, Statistics, Data Analysis, Event Planning, Marketing, Sales, Analysis, Public Speaking
Education
California State University-Long Beach 2005 — 2009
Psychology
Long Beach State University 2005 — 2009
Bachelors of Liberal Arts, Psychology
Covidien January 2014 - Present
Covidien October 2012 - January 2014
Cintas July 2010 - September 2012
Northwestern Mutual May 2009 - July 2010
Skills
Salesforce.com, Sales Process, B2B, Cold Calling, Sales Presentations, Building Relationships, Account Management, Networking, Public Speaking, Sales, Selling Skills
Education
California State University-Northridge 2007 — 2008
Bachelor's, Journalism
University of South Florida 2004 — 2008
Bachelor's, Journalism
Northwestern Mutual September 2012 - Present
Spinitar June 2009 - September 2012
Hanley Wood April 2009 - July 2009
Boost Mobile March 2008 - July 2009
LendingTree January 2006 - March 2008
Ameriquest Mortgage August 2004 - February 2008
Education
California State University-Long Beach 1997 — 2004
Bachelor's of Science, Biology: option in Physiology
Northwestern Mutual July 2008 - Present
Education
California State University-Long Beach - College of Business Administration 2006 — 2010
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner (CFP®)
Farmers Insurance August 2015 - Present
Farmers Insurance July 2014 - Present
Farmers Insurance February 2012 - Present
Priority Business Services November 2011 - February 2012
Taleo Mexican Grill June 2006 - November 2011
New York Life Insurance Company April 2008 - December 2008
Northwestern Mutual July 2007 - April 2008
Irvine High School February 2003 - June 2007
Fidelity National Title January 2003 - June 2006
Skills
Bilingual-Spanish, Engine Building, Woodworking, Motivational..., Job Placement, Coaching, Interview Coaching, Leadership, Temporary Placement, Change Management, Business Analysis, Lead Generation, Insurance, Job Coaching, Sales&Marketing, Insurance Background, Mentoring, New Business Development, Team Building, Marketing, Salesforce.com, Training, Human Resources, Interviews, Recruiting, Employee Benefits, Property & Casualty..., Cold Calling, Health Insurance, Finance, Employee Training, Sales, Customer Retention, Customer Service, Customer Satisfaction, Account Management, Liability, Hiring, General Insurance, Management, Temporary Staffing, Time Management, Underwriting, Workers Compensation, Term Life Insurance, Commercial Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Small Business
Education
California State University-Fullerton - College of Business and Economics 2006 — 2009
Bachelors Degree in Marketing, Business Administration
Saddleback Community College 2002 — 2006
Associates Degree, Arts and Sciences
Irvine High School 1998 — 2002
Trabuco Hills High School April 2014 - Present
Visioneering Studios August 2013 - November 2013
Northwestern Mutual September 2012 - June 2013
Scentsy, Inc. March 2012 - June 2013
MHCS September 2006 - June 2012
Saddleback Valley Unified School District January 2006 - June 2006
Saddleback College 2002 - 2003
Skills
Bilingual, Communication, Education, Teaching, Teachers, Sales, Customer Service, Problem Solving, Public Speaking, Public Relations, Facebook, Microsoft Office, Mac, PC, Event Planning, Social Networking, Training, Social Media Marketing, Microsoft Word, Negotiation, Photoshop, Social Media, Marketing, Leadership, Fundraising, Outlook, Event Management, Creative Writing, Marketing Strategy, Strategic Planning, Microsoft Excel, Budgets, Retail, Community Outreach, PowerPoint, Blogging
Education
California State University-Fullerton 1998 — 2005
Bachelor of Science (B.S.), Child Development
California State University-Fullerton 1998 — 2004
BS, Child and Adolescent Development
Yelp April 2014 - March 2015
Los Angeles Kings September 2013 - April 2014
Los Angeles Kings February 2013 - September 2013
Intogreat Media August 2012 - August 2013
Northwestern Mutual November 2011 - June 2012
The Cheesecake Factory July 2010 - October 2011
Disneyland Resort July 2008 - December 2008
Skills
Social Media Marketing, Marketing, Facebook, Social Media, Social Networking, Strategic Financial..., Online Marketing, Management, Long-term Care, Event Planning, SEO, Health Insurance, Disability Insurance, PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Term Life Insurance, Whole Life, Long Term Care, Financial Planning, Web Design, Social Media Integration, Strategic Planning, Events Coordination, Project Coordination, Program Coordination, Sales, Salesforce.com, Account Management, Advertising Sales, Event Production, Events Organisation, event
Education
California State University-Northridge 2008 — 2013
Bachelors of Science, Marketing
North Torrance High School 2004 — 2008
Diploma
Cushman & Wakefield October 2013 - Present
Jones Lang LaSalle October 2011 - October 2013
Northwestern Mutual August 2010 - November 2011
Property Masters Realty January 2009 - August 2010
First Chicago Financial June 2004 - July 2008
International Mortgage Company February 2004 - June 2004
Enterprise Rent-A-Car February 2003 - February 2004
Skills
Real Estate, Customer Service, Marketing, Leadership, Negotiation, Microsoft Office, Event Planning, Outlook, Coaching, Technical Recruiting, Strategic Planning, Human Resources, Public Speaking, Marketing Strategy, PeopleSoft, Management, Project Management, Business Development, Market Research, Administrative..., Commercial Real Estate, Finance, Time Management, Leases, Sales
Education
California State University-Los Angeles 2007 — 2011
Business Administration, Business Management
Carlsbad Unified School District December 2012 - Present
ECCO Shoes Oxford May 2012 - December 2012
Northwestern Mutual October 2011 - March 2012
CSU Monterey Bay January 2010 - May 2010
Skills
Time Management, Retirement, Leadership, Fixed Annuities
Education
California State University-Monterey Bay 2007 — 2011
Bachelor of Arts (B.A.), Human Communications
Northwestern Mutual April 2014 - January 2015
City of Irvine June 2012 - February 2014
Stonefire Grill, Inc November 2010 - June 2012
Skills
Leadership, Sales, Telephone Skills, Critical Thinking, Data Analysis, Team Building, Strategic Planning, Social Networking, Budgets, Community Outreach, Public Relations
Education
California State University-Fullerton 2011 — 2015
John L Scott Real Estate September 2013 - Present
CenturyLink August 2009 - January 2012
ADP Dealer Services August 2008 - June 2009
Integra Telecom November 2000 - January 2009
XO Communications February 2008 - July 2008
Pitney Bowes Management Services January 1998 - July 2000
CompUSA March 1996 - July 1998
The Sports Club/LA January 1997 - January 1998
U.S. Bank July 1990 - February 1996
Northwestern Mutual June 1988 - September 1990
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java, Team Building, Customer Satisfaction, Team Leadership, Teamwork, Fundraising, Account Management, Sales, Social Networking, Leadership
Education
Wings Aloft 2002 — 2006
Instrument Pilot Certificate, Commerical Pilot
California State University-Northridge 1990 — 1999
Bachelor of Arts (BA), Geography
UCSF September 2015 - Present
UCSF August 2014 - August 2015
Northwestern Mutual March 2013 - August 2014
Northwestern Mutual October 2012 - August 2014
Trailside Café June 2009 - September 2012
Joining Hands Benefit Shop January 2011 - August 2011
Skills
MS Office Suite, Research, Editing, Russian, English, German, Kyrgyz, Customer Relations, Social Networking, Critical Thinking, Team Oriented, Problem Solving, Customer Service, Microsoft Word, Microsoft Excel
Education
California State University-Monterey Bay 2009 — 2011
Bachelor of Science, Business Administration
American University, Central Asia 2005 — 2007
Economics
Northwestern Mutual October 2012 - March 2013
West Hills Hospital and Medical Center August 2009 - September 2011
El Camino Real Charter High School September 2010 - June 2011
Skills
Social Media, Public Speaking, Microsoft Office, Fundraising, PowerPoint, Microsoft Word, Event Planning, Facebook, Social Networking
Education
California State University-Northridge 2011 — 2015
Business, Marketing, and Communications
JPMorgan Chase Bank N.A October 2013 - Present
JPMorgan Chase Bank N.A April 2012 - October 2013
Northwestern Mutual April 2010 - November 2011
Irvine Unified School District July 2007 - September 2010
Associated Students, Incorporated at California State University Long Beach December 2008 - April 2010
Education
California State University-Long Beach - College of Business Administration 2007 — 2011
Bachelor of Science, Financial Institutions
Northwestern Mutual, Newport Beach June 2005 - Present
Northwestern Mutual May 2006 - December 2008
Skills
Public Speaking
Education
California State University-Long Beach - College of Business Administration 2002 — 2005
Bachelors, Business Mgmt/ Business Finance
Fresno City College 1999 — 2000
Bachelor of Business Administration (B.B.A.), Management and Finance
Association Reserves - San Francisco March 2007 - Present
Assocation Reserves, Inc. June 2004 - February 2007
CSUN Outreach January 2003 - June 2004
Northwestern Mutual January 2003 - January 2004
Country Wide Home Loans January 2002 - January 2003
Six Flags Magic January 1997 - January 2002
Skills
Budgets, Management, Strategic Planning, Negotiation, Contract Negotiation, New Business Development, Marketing Strategy, Team Building, Customer Service, Sales, Contract Management, Public Speaking, Condos, Business Development, Leadership, Business Planning, Facilities Management, Analysis, Marketing, Real Estate, Selling, Project Management, Residential Homes, Property Management
Education
California State University-Northridge 1998 — 2004
Business Administration, Management
Northwestern Mutual 2013 - Present
Orthosport Physical Therapy August 2010 - September 2013
Glinn & Giordano Physical Therapy February 2007 - July 2010
Skills
Marketing Management, Digital Marketing, Market Research, Physical Therapy, Computer Maintenance, Computer Repair, Mathematics, People Skills, Friendliness, English grammar, Fitness Training, Information Systems
Education
California State University-Long Beach 2010 — 2013
Bachelor of Science (BS), Marketing
Taft College 2007 — 2009
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Blue Shield of California October 2014 - Present
Blue Shield of California March 2009 - September 2014
Anthem Blue Cross August 2007 - February 2009
Group Nine Associates January 2006 - July 2007
Northwestern Mutual July 2004 - December 2005
Skills
Direct Sales, Insurance, Health Insurance, Customer Service, Marketing, Customer Satisfaction, Strategic Planning, Leadership, Microsoft Excel, Business Strategy, Account Management, Team Building, Disability Insurance, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Lead Generation, Licensed Life & Health..., Sales, Medicare, Medicare Advantage, Medicare Supplements, Medicare Prescription..., Individual Health..., Affordable Care Act, Problem Solving, Customer Relations, Series 6, Series 63, Word, Excel, Salesforce.com, Fixed Annuities, Sales Process, Small Business, Life Insurance, Strategic Financial..., Analysis, Health Savings Accounts, Financial Planning
Education
California State University-Northridge
BA, Psychology
Northwestern Mutual February 2014 - May 2014
Albertsons 2008 - 2012
Skills
Finance, Leadership, Intellectual, Innovativeness, Motivation, Customer Service, Self-driven, Goal-driven leader, Time Management, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Critical Thinking, Customer Satisfaction, Social Media, Data Entry
Education
California State University-Northridge 2008 — 2014
Bachelor’s Degree, Finance, General
Ogata Ohana Products June 2015 - Present
Northwestern Mutual January 2015 - June 2015
World Wide Motion Pictures Corporation June 2012 - January 2015
Los Alamitos Optometry September 2013 - October 2014
Fluent Grp April 2014 - April 2014
National Junior Basketball April 2011 - February 2012
People to People International July 2010 - August 2010
Skills
Social Media Marketing, Social Media, Facebook, Social Networking, Marketing, PowerPoint, Microsoft Office, Online Advertising, Market Research, Research, Creative Writing, Community Outreach, Photoshop, Customer Service, Microsoft Excel, Microsoft Word, Leadership
Education
California State University-Long Beach - College of Business Administration 2011 — 2015
Bachelor of Science (B.S.), Business Marketing
Huntington Beach High School 2007 — 2011
High School Diploma; Scholar with Honors
Frank Kern Inc February 2015 - Present
Reverse Pipeline Management October 2010 - Present
Proficio Mortgage Ventures, LLC September 2012 - February 2015
FutureSafe Financial Corporation December 2004 - October 2011
Northwestern Mutual January 2000 - April 2004
Skills
Reverse Mortgages, Software Project..., Mortgage Marketing, Finance, Real Estate, VA loans, Mortgage Lending, Investments, Leadership, USDA, Loan Origination, Home Equity Loans, Loans, Investment Properties, Banking, SDLC, Analytics, Real Estate Financing, Credit Analysis, Home Equity Lines of..., Mobile Product..., Mortgage Banking, Business Analysis, Integrity, Team Building, Training, Funding
Education
California State University-Long Beach 1995 — 2000
BS, Finance
NCH Tax & Wealth Advisors August 2015 - Present
Northwestern Mutual June 2010 - Present
Northwestern Mutual June 2010 - Present
MADISON PARK NEIGHBORHOOD ASSOCIATION 2010 - 2012
Centaurus Financial Inc March 2007 - June 2010
Argent Mortgage Co., LLC September 2004 - March 2007
Boy Scouts of America September 2001 - August 2004
Skills
Securities, Team Building, Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Insurance, Fixed Annuities, Equities, Asset Managment, Marketing, Management, Retirement Planning, Asset Allocation, Small Business, Due Diligence, Finance, Series 63, Wealth Management, Credit, Analysis, FINRA, Alternative Investments, 401k, Trading, Sales, Retirement, Investment Advisory, Mortgage Lending, Life Insurance, Asset Management, Credit Analysis, Personal Finance, Bonds, Loans, Banking, Accounting, Underwriting, Risk Management
Education
California State University of Fullerton 2002 — 2004
Bachelor of Arts, Business Administration
California State University-Fullerton - College of Business and Economics 2002 — 2004
Bachelor's degree, Finance and Financial Management Services
Terri Yurek Insurance September 2013 - Present
Northwestern Mutual April 2013 - August 2013
Karl Strauss August 2008 - June 2012
Skills
Customer Service, Sales Operations
Education
California State University-Los Angeles
Measured Results, A Professional Accounting Corporation October 2014 - Present
Carothers & Associates February 2013 - September 2014
Hudson Management Company March 2012 - May 2013
Northwestern Mutual November 2011 - April 2012
Capita Technologies February 2011 - October 2011
Northwestern Mutual Financial Network June 2010 - May 2011
Measured Results September 2008 - August 2009
Sunset Parking Service, LLC 2005 - 2008
Modesto Stanislaus Water Polo 2004 - 2006
Walt Disney World College Program January 2005 - May 2005
Skills
Social Media Marketing, Social Media, Financial Analysis, Customer Service, Accounting, Facebook, Marketing, Management, Microsoft Excel, PowerPoint, QuickBooks, Blogging, Customer Relations, Microsoft Word, Digital Marketing, Budgets, Lacerte, Word, Small Business, Personal Income Tax..., Corporate Tax, Personal Tax Planning, Leadership, Sales, Finance, Business Development
Education
University of California, Davis 2013 — 2013
Accounting Certificate, Accounting, 3.43 GPA
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2011
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.34 GPA
California State University-Long Beach 2006 — 2008
English, Creative Writing
Pepperdine University 2003 — 2006
Johansen High School 1999 — 2003
High School Diploma, High school
Northwestern Mutual October 1995 - Present
Skills
Retirement Planning, Retirement, Disability Insurance, Customer Service, Insurance, Budgets, Wealth Accumulation, Fixed Annuities, IRAs, Mutual Funds, Long-term Care
Education
Bryan High School
California State University-Fullerton
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Orange Coast College
Associate of Arts (A.A.), Music Theory and Composition
Wayne State University
Speech Communication and Rhetoric
Capstone Partners Financial and Insurance Services 2014 - Present
Northwestern Mutual 2011 - 2014
Absolute Insights, Inc. 2001 - 2008
Skills
Investments, Retirement Planning, Finance, Management, Series 7, Market Research, Business Development, Strategic Planning, Life Insurance, Securities, Financial Advisory, Analysis, Business Analysis, Wealth Management, Fundraising, Financial Analysis, Brand Development, Customer Service, Marketing Research, Program Management, Financial Services, Retirement, Small Business, Insurance
Education
California State University-Long Beach - College of Business Administration 1997 — 2003
Bachelor of Science in Business Administration, Finance (Investments Concentration)
California State University-Long Beach - College of Business Administration 1997 — 2003
Bachelor of Science in Business Administration, Marketing
Investment Banking Institute 2010 — 2010
Financial Modeling and Valuation
Durango High School 1992 — 1997
Diploma
Northrop Grumman Corporation August 2015 - Present
Northrop Grumman Corporation July 2014 - August 2015
Northrop Grumman Corporation July 2013 - July 2014
Northrop Grumman Aerospace Systems April 2011 - June 2013
Northrop Grumman Aerospace Systems January 2011 - April 2011
Northrop Grumman Corporation June 2010 - December 2010
C.H. Robinson Worldwide, Inc. April 2010 - July 2010
Northwestern Mutual September 2007 - September 2008
David Chen Insurance Agency May 2006 - August 2006
KM Automotive January 2004 - December 2005
Skills
SAP, Manufacturing, Procurement, CRM, Forecasting, Quality Assurance, Integration, Budgets, Engineering, Supply Chain, Finance, Troubleshooting, Earned Value Management, Program Management, Six Sigma
Education
University of California, Irvine 2013 — 2014
Certificate, Program Management
California State University-Long Beach 2005 — 2010
Bachelor of Science, International Business
Peking University 2008 — 2009
Certificate, Chinese
Auto Club of Southern California August 2002 - Present
Northwestern Mutual 2000 - 2002
Skills
Call Centers, Microsoft Excel, Insurance, Business Analysis, Financial Analysis, Process Improvement, Leadership, Project Management, Property, Risk Management, Strategic Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 1999
VIDAPTIV September 2015 - Present
PMI 5 Media July 2015 - Present
Sunblock Studios, Inc. October 2014 - June 2015
Jobspring Partners December 2013 - October 2014
Northwestern Mutual March 2013 - September 2013
Skills
Spanish, Contract Recruitment, Teamwork, Finance, Recruiting, Public Speaking, Personal Finance, Sales Presentations, Technical Recruiting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Research, IT Recruitment, English, HTML, Life Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance, Bargaining, Persuasive Speaker, Persuasive Writing, Persuasive Presentation..., Rhetorical Analysis, .NET, Microsoft SQL Server, C#, Contract Negotiation, Outlook, Sales, Networking, Event Planning, Social Networking
Education
California State University-Long Beach 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies
University of Wollongong 2012 — 2012
Bachelor of Arts (BA), Communication and Media Studies, Foreign Exchange
Westview High School
Northwestern Mutual September 2012 - Present
Northwestern Mutual September 2011 - September 2012
Nordstrom June 2011 - August 2011
J.Crew June 2010 - June 2011
Skills
Social Media, Event Planning, PowerPoint, Customer Service, College Recruiting, Teamwork, Recruiting, Human Resources, Event Management, Interviews, Leadership Development, Coaching, Social Networking, Marketing Strategy, Microsoft Excel, Management, Microsoft Office, Facebook, Team Building, Microsoft Word, Leadership, Public Speaking, Account Management, Social Media Marketing, Salesforce.com, Outlook, Sales, Training, Research, Time Management, Marketing, Public Relations, Fundraising, Team Leadership
Education
California State University-Fullerton 2007 — 2011
BA, Communications Entertainement and Tourism
Mater Dei High School
Northwestern Mutual July 2011 - Present
MDRT - Million Dollar Round Table January 2014 - Present
Lions Club International December 2012 - Present
The Latino Chamber December 2013 - Present
ALPFA, Inc. — Empowering Latino Leaders December 2014 - Present
All County Beach Cities December 2010 - December 2011
SchoolsFirst Federal Credit Union August 2009 - June 2011
SchoolsFirst Federal Credit Union June 1999 - July 2009
Walmart December 1996 - December 1999
Skills
Customer Service, Leadership, Team Building, Microsoft Excel, Wealth Management, Strategic Planning, Microsoft Office, Sales, Public Speaking, Management, Event Planning, PowerPoint, Marketing, Time Management, Microsoft Word, Finance
Education
California State University-Fullerton 2001 — 2006
Bachelor of Arts, Liberal Studies
Cypress College 1996 — 2001
Associate of Arts, General Education
Fullerton College 1996 — 1996
N/A, Computer Science
Twentynine Palms High School 1992 — 1996
Diploma
Northwestern Mutual January 2014 - Present
Ascent Media April 2010 - February 2011
Offbeat Productions powered by Boundless Network March 2010 - August 2010
T3Media November 2007 - April 2010
Warner Bros. Entertainment Group of Companies November 2004 - August 2007
Fox Searchlight Pictures October 2001 - November 2004
Fox (Film, TV and Sports) April 2000 - October 2001
Audio Plus Video October 1999 - April 2000
Sunset Digital May 1996 - October 1999
Skills
Video, Digital Media, Post Production, Television, Content Strategy, Film, New Business Development, Entertainment, Digital Video, Creative Direction, B2B, Business Development, Video Production, Commercials, Film Production, VOD
Education
California State University-Long Beach 1989 — 1993
•Bachelor of the Arts in Radio, Television and Film Production
Video Symphony 2007 — 2007
Toastmasters
Maximus/CalWORKS March 2015 - Present
Northwestern Mutual September 2014 - March 2015
401(k) Advisors January 2014 - June 2014
Revolution Tires and Wheels October 2012 - January 2014
Prudential Real Estate September 2009 - September 2012
Skills
Psychology, SPSS, Higher Education, Community Outreach, Public Speaking, PowerPoint, Statistics, Data Entry, Time Management, Research, Student Affairs, Microsoft Office, Teaching, Tutoring, Microsoft Word, Microsoft Excel, Curriculum Development, Data Analysis, Critical Thinking, Research Design, Communication, Leadership, Sales, Marketing, Advertising, Outlook, Spreadsheets, Office Administration, Team-oriented, Microsoft Dynamics, CRM, Interpersonal..., Client Relations, Financial Analysis, Retirement Planning, Life Insurance, Business Requirements, Operations Management, Operational Excellence, Sales Operations, Finacial Management, Finance, Cross-functional..., Team Coordination, Service Coordination, Project Planning, Business Analysis, Business Process..., Organizational..., Administration
Education
California State University-Fullerton 2010 — 2014
Bachelor's Degree, Psychology, 3.68
California State University-Fullerton
Certificate in Project Management, Project Management
The Everest Group August 2015 - Present
Northwestern Mutual April 2014 - August 2015
HD Supply March 2009 - March 2014
Jenny Craig April 2008 - November 2008
Skills
Sales, Inventory Management, Customer Service, Inventory Control, Customer Satisfaction, Retail, Outlook, Leadership, Purchasing, Team Building, Time Management, PowerPoint, Data Entry, Merchandising, Sales Operations
Education
California State University-Los Angeles 2010 — 2013
Bachelor of Science (BSc), Business Administration and Management, Human Resources
Cerritos College 2007 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
MullinTBG, a Prudential Financial company October 2012 - Present
Park Avenue Securities May 2010 - October 2012
Northwestern Mutual January 2009 - May 2010
SBPE Realty November 2007 - January 2009
Lincoln Travel February 2007 - January 2009
Skills
Equity Research Analysis, Investment Management, Investment Strategies, Mutual Funds, Bonds, Equities, ETFs, Real Estate Broker, Series 7, Series 66, Certified Financial..., Finance, Investments, Retirement Planning, Securities, Microsoft Excel
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA), Fully Employed Program
California State University-Long Beach 2004 — 2008
Bachelor of Science (BS), Finance
Northwestern Mutual 2015 - Present
Skills
Operations Management, Team Management, Staff Supervision, Personnel Supervision, Field Supervision, Microsoft Office, Management, Customer Service, Project Management, PowerPoint, Microsoft Word, Strategic Planning, Teamwork, Leadership, Marketing, Microsoft Excel
Education
CSUN 2010 — 2015
Business Administration and Management, General
Independent May 2011 - Present
JB Office November 2014 - August 2015
Imagine Merchant Solutions June 2014 - November 2014
Northwestern Mutual December 2012 - June 2014
SopCom August 2012 - June 2014
Daniel Sigal Photography October 2008 - June 2014
Merrill Lynch September 2012 - December 2012
AK Enterprises April 2011 - September 2012
Skills
Finance, Financial Planning, Personal Finance, Budget Management, Debt Management, Life Insurance, Retirement Planning, Financial Risk..., Economics, Microeconomics, Macroeconomics, Global Economics, International Economics, Stock Market Analysis, Equity Research, Investment Strategies, Investment Management, Financial Forecasting, Financial Statement..., Financial Statements, Socio-economic Research, Real Estate Economics, Portfolio Management, Sales, Salesforce.com, CRM, Social Media Marketing, Marketing, Public Speaking, Venture Capital, Event Planning, Leadership, Management, Social Media, Microsoft Office, Communication, Event Management
Education
Moorpark College 2015 — 2016
Transfer credits for B.S. in Business, Lower division business courses
Granada Hills Charter High School 2005 — 2009
California State University-Northridge
Qsource September 2015 - Present
Memphis Consumer Credit Association, Inc. February 2015 - Present
Bank of America August 2012 - June 2014
Bank of America December 2010 - August 2012
Bank of America February 2009 - December 2010
Suddath Relocation Systems August 2008 - January 2009
First Bank Mortgage April 2007 - July 2008
Northwestern Mutual January 2007 - April 2007
Master Financial, Inc. August 2003 - December 2006
Clothestime, Inc. July 2002 - June 2003
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Adobe Acrobat, ARIS, SharePoint, LPS, AS400 system, Customer Service, Project Management, Communication Skills, Policies & Procedures, Leadership, Leadership Development, Staffing, Quality Assurance, Auditing, Government Lending, Default Servicing, Legal Compliance, Vendor Management, Performance Management, Quality Reporting, Employee Training, Compliance Remediation, Analytical Skills, System Administration, User Acceptance Testing, Capacity Planning, Process Improvement, Business Process Mapping, Time Management, Management, Microsoft Office, Banking, Team Building, Social Media, Training, Analysis, Research
Education
California State University-Fullerton 2001 — 2006
Bachelor of Science (BS), Social Work & Counseling
Northwestern Mutual October 1996 - Present
Preferred Health Network 1989 - 1996
Skills
Investments
Education
The American College 1998 — 2002
CLU, ChFC, CFP, Financial Planning and Services
California State University-Long Beach 1985 — 1990
Bachelor of Science (BS), Speech Communication
John F. Kennedy High School 1981 — 1985
Advantage Sales & Marketing August 2015 - Present
CyberCoders January 2015 - June 2015
Workbridge Associates July 2014 - December 2014
Wells Fargo March 2013 - July 2014
GNC March 2008 - March 2013
Northwestern Mutual January 2012 - August 2012
Skills
Marketing, Sales, Social Networking, Customer Service, Customer Satisfaction, Social Media, Social Media Marketing, Leadership, Direct Marketing, Event Planning, Sales Management, Marketing Strategy, Public Speaking, Leadership Development, Small Business, Team Leadership, Account Management, Team Building, Insurance, Fundraising
Education
California State University-Fullerton 2008 — 2012
Oregon Supreme Court August 2015 - Present
Lyons Lederer, LLP December 2014 - April 2015
Marion County District Attorney June 2013 - October 2014
Willamette University May 2013 - November 2013
Vircon October 2011 - August 2012
JPMorgan Chase March 2011 - October 2011
Northwestern Mutual June 2010 - March 2011
Motus Recruiting & Staffing October 2009 - December 2009
ClearPoint Financial Solutions April 2009 - August 2009
Indymac Bank October 2006 - September 2008
Skills
Talent Acquisition, Banking, Technical Recruiting, Software Development, SAP, Training, Quality Assurance, Internet Recruiting, Legal Writing, Legal Research, Editing, Self-starter, Organized with Strong..., Outstanding..., Superior Work Ethic
Education
Willamette University College of Law 2012 — 2015
Juris Doctor (J.D.), Law with a Business Law Certificate, Cum Laude
Portland State University - School of Business 2010 — 2011
B.A., Management, 3.79
California State University-Long Beach - College of Business Administration 2005 — 2009
B.A., International Business, Chinese Studies
Ming Chuan University 2008 — 2008
Certificate, Mandarin Chinese
Northwestern Mutual June 2015 - Present
Santa Ana Unified School District January 2012 - Present
Party City October 2007 - January 2012
Skills
Leadership, Time Management, Customer Service, Clean Rooms, Sales, Spanish-speaking, Digital Photography, Photography, Spanish-English, Microsoft Word, Retail, Inventory Management, PowerPoint, Management, Finance, Client-oriented
Education
California State University-Fullerton 2011 — 2016
Finance
Santa Ana College 2005 — 2009
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Northwestern Mutual June 2014 - Present
The Cheesecake Factory November 2010 - May 2014
Skills
Microsoft Office, Accounting, Microsoft Excel, Project Planning, Risk Management, Microsoft Word, Social Networking, Leadership, Public Speaking, Time Management, Social Media Marketing, Marketing
Education
California State University-Fullerton 2010 — 2014
Bachelor of Arts (B.A.), Business Administration- Finance
Servite High School 2006 — 2010
Northwestern Mutual May 2015 - Present
Amgen May 2013 - May 2015
Be Supreme Business Consulting January 2008 - January 2012
S.I.M. Investment Corporation February 2006 - October 2011
Skills
Sales, Management, Program Management, Marketing Strategy, Public Speaking, Business Strategy, Strategy, Contract Negotiation, Team Management, Marketing, Sales Rep Training, Leadership, Business Development
Education
California Lutheran University 2012 — 2014
Bachelor of Arts (B.A.), Marketing
Cal State Fullerton 2002 — 2006
Chaparral High School
JPMorgan Chase & Co. September 2015 - Present
Wells Fargo Home Mortgage 2013 - April 2015
Wells Fargo Advisors 2010 - 2013
Wells Fargo 2008 - 2010
PNC 2007 - 2008
Merrill Lynch 2005 - 2007
Wells Fargo 2003 - 2005
Northwestern Mutual 2001 - 2003
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Refinance, Underwriting, Wealth Management, Loans, FHA, Banking, Financial Services, Commercial Lending, Consumer Lending, Small Business Lending, Commercial Banking, Portfolio Management, Sales, Investments, Financial Analysis, Series 7, Customer Service, Credit Analysis, Credit Risk, Credit
Education
Argosy University Washington, DC 2007 — 2010
MBA, Business Administration
California State University-Northridge 2001 — 2003
BA, Psychology
Los Angeles Pierce College 1999 — 2001
AA, General
Northwestern Mutual 2013 - Present
Salt Church, OC November 2011 - Present
PureFit Nutrition Bars May 2012 - April 2013
Independent Contractor September 2011 - January 2013
Apple Inc. September 2010 - October 2010
Quest Home Preservation July 2009 - August 2010
Business Development Consultant April 2009 - August 2009
US Best Repairs January 2009 - August 2009
Wells Fargo 2003 - 2004
Skills
Team Leadership, Client Services, Speech Writing, Leadership, Recruiting, Training, Marketing, Customer Service, Sales, Public Speaking, Business Development, Management, New Business Development, Project Management, Technical Writing
Education
San Jose State University 2005 — 2008
BA, Communication Studies
California State University-Fullerton 2002 — 2005
Business Administration
Northwestern Mutual August 2012 - Present
Sani Sparkle, Inc. October 2010 - Present
Janian and Associates August 2009 - February 2011
World Financial Group February 2007 - July 2009
Skills
Marketing, Leadership, Sales, Microsoft Office, Microsoft Excel, Insurance, PowerPoint, Microsoft Word, Investments, Project Management, Event Planning, Social Networking, Life Insurance, Teamwork, Management, Retirement Planning, Strategic Planning, Financial Services, Financial Analysis, Mutual Funds, Risk Management, Public Speaking, Social Media, Strategy, Business Development, Team Building, Business Strategy, Process Improvement, Disability Insurance, Retirement, Wealth Management, Team Leadership, Research, Finance
Education
California State University-Northridge
Bachelor of Science, Consumer Sciences and Marketing
Northwestern Mutual March 2014 - Present
Northwestern Mutual January 2013 - April 2014
Northwestern Mutual October 2011 - January 2013
Northwestern Mutual March 2011 - October 2011
Northwestern Mutual August 2009 - December 2010
Education
California State University-Long Beach 2005 — 2009
BS, Business Management
Northwestern Mutual May 2015 - Present
California State University, Long Beach August 2014 - Present
CSULB President's Ambassadors Program August 2011 - Present
Sierra Lobo Inc May 2012 - August 2014
California State University, Long Beach August 2012 - May 2014
Skills
Social Networking, Teamwork, Leadership Development, Event Planning, Microsoft Office, Accounting, Volunteering, Community Outreach, Customer Service, Time Management, Team Leadership, Conflict Resolution, Project Planning, Project Coordination
Education
California State University-Long Beach 2011 — 2015
Bachelor of Science (BS), Accounting
Los Angeles Department of Building and Safety - General Analysis and Budget Services March 2013 - Present
Northwestern Mutual September 2012 - January 2013
iBank June 2012 - September 2012
Conaway & Conaway February 2012 - May 2012
Skills
Event Planning, Investments, Public Speaking, Finance, Financial Services, Insurance, Loans, Financial Advisory, Customer Service, Small Business, Financial Analysis, Strategic Financial..., Retirement Planning, Fixed Annuities, Alternative Investments, Credit, Portfolio Management, Mutual Funds, Asset Management, Financial Risk, 401k, Microsoft Office, Financial Planning
Education
California State University-Fullerton 2008 — 2013
Bachelor of Arts (BA), Management and Finance
CML Wealth Management May 2015 - Present
Northwestern Mutual October 2014 - May 2015
New York Life Insurance Company July 2013 - October 2014
Junior United Soccer Association (JUSA) November 2006 - August 2012
Skills
Public Speaking, Financial Planning, Investment Advisory, Retirement Planning, Life Insurance, Estate Planning, College Education..., Sales, Social Networking, Customer Service, Team Leadership, Social Skills, Critical Thinking, Problem Analysis, Leadership, Management, Event Planning, Entrepreneurship, Customer Satisfaction, Persuasive Presentation..., Problem Solving, Social Media Marketing, Project Management
Education
UC Irvine, Extension 2014 — 2016
Personal Financial Planning, Finance and Financial Management Services
California State University-Fullerton 2012 — 2014
Bachelor's Degree, Speech Communication and Rhetoric
Fullerton College 2009 — 2012
Associate of Arts (AA)
Servite 2005 — 2009
High School
The Alpert Group, LLC August 2015 - Present
Law Offices of John Q. Rodgers, Esq./CPA August 2013 - December 2014
Law Offices of John Q. Rodgers, Esq./CPA May 2008 - June 2011
Northwestern Mutual May 2007 - December 2007
Skills
Asset Managment, Portfolio Management, Insurance, Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Data Analysis, Microsoft Excel, Forecasting, Analysis, Microsoft Office, PowerPoint, Finance, Leadership, Tax, Corporate Finance, Teamwork, Risk Management, Process Improvement, Credit, Asset Management, Access
Education
UCLA Extension Corporate Education & Custom Programs 2014 — 2015
Accounting Certificate, Accounting, 3.8/4.0
Michigan State University 2011 — 2013
Master of Business Administration (MBA), Finance, General
California State University-Northridge 2004 — 2005
Bachelor of Science, Finance
Santa Monica College 2001 — 2003
Associate of Arts (AA), Business Administration and Management, General
All Access Tickets August 2013 - August 2014
Gurney Productions March 2013 - September 2013
Northwestern Mutual August 2012 - November 2012
Education
California State University-Northridge 2008 — 2013
Bachelor of Science (BS), Marketing
SolarCity July 2015 - Present
SolarCity July 2013 - June 2015
Northwestern Mutual Financial Network May 2011 - June 2013
Northwestern Mutual June 2011 - July 2011
American River College August 2010 - April 2011
Skills
PowerPoint, Public Speaking, Word, Excel, Coaching, Microsoft Excel, Time Management, Leadership, Sports, Sales, Management, Marketing Communications, Event Planning, Microsoft Office, Customer Service, Fundraising, Microsoft Word, Social Networking, Market Research, Social Media, Finance, Marketing
Education
California State University-Sacramento 2005 — 2011
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Arroyo High School 2002 — 2005
JPMorgan Chase Bank N.A. September 2012 - Present
Northwestern Mutual 2011 - August 2012
Northwestern Mutual May 2011 - November 2011
Education
California State University-Fullerton 2008 — 2011
B.A., Marketing
Chaffey College 2004 — 2007
A.A., General Education
Union Bank October 2012 - Present
Northwestern Mutual April 2011 - October 2012
Worldwide Express January 2009 - February 2011
CSULB September 2006 - June 2010
HBUHSD November 2004 - June 2009
Tsunami Sushi June 2005 - December 2008
United States Army October 2001 - October 2004
Skills
Customer Service, Outlook, PowerPoint, Public Speaking, Microsoft Office
Education
2010-2007 California State University of Long 2007 — 2010
Bachelor of Science, Business Marketing
California State University-Long Beach - College of Business Administration 2007 — 2010
Business, Marketing
Intrepid Solutions Insurance Services November 2013 - Present
Strategic Employee Benefit Services October 1997 - December 2013
Northwestern Mutual October 1993 - September 1997
Skills
Employee Benefits, Employee Relations, Payroll, Customer Service, Health Insurance, Benefits Administration, Insurance, Health Savings Accounts, Healthcare, Disability Insurance, Long-term Care, Leadership, Life Insurance, Management, Strategic Planning, Team Building, Sales, Marketing, Term Life Insurance, Public Speaking, Retirement Planning
Education
California State University-Long Beach 1975 — 1977
Magnolia High School 1972 — 1975
Northwestern Mutual March 2015 - Present
Northwestern Mutual April 2014 - March 2015
Northwestern Mutual January 2014 - February 2015
Northwestern Mutual June 2011 - July 2013
Northwestern Mutual November 2010 - July 2013
Self-Employed November 2006 - November 2010
Gap Inc./Banana Republic November 2003 - May 2008
Caine and Weiner February 2005 - August 2005
Skills
Microsoft Word, Research, PowerPoint, Strategic Planning, Public Speaking, Microsoft Office, Marketing, Event Planning, Leadership, Retail, Social Networking, Recruiting, Community Outreach, Management, Fundraising, Social Media, Account Management, Budgets, Financial Analysis
Education
California State University-Northridge 2004 — 2009
BA, Communications
Northwestern Mutual May 2011 - Present
Skills
Life insurance, Disability Insurance, Long Term Care Insurance, Retirement Planning, 529 Plans, Mutual Funds, Marketing, Variable Annuities, Leadership..., Consulting, Fixed Annuities, Long-term Care, Retirement, Series 6, Life Insurance, Insurance, Event Planning, Investments, Strategic Financial..., Estate Planning, Wealth Accumulation, PowerPoint, Financial Planning
Education
California State University-Northridge 2013 — 2014
Bachelor's Degree, Communication Studies
California State University-Northridge 2008 — 2010
Communication Studies, Communication Studies
El Camino Real 2000 — 2004
Northwestern Mutual February 2011 - Present
Northwestern Mutual December 2009 - February 2011
ORCA Design and Manufacturing February 1992 - August 2009
Education
California State University-Northridge 1990 — 1993
Computer Science, Accounting, Business
Agoura High School
Doctor's Financial Network January 2003 - Present
MassMutual Financial Group July 2001 - January 2003
Merrill Lynch June 2000 - July 2001
Northwestern Mutual May 1993 - May 2000
Skills
Income Protection, Disability Insurance, Life Insurance, Long Term Care, Personal Financial..., Retirement Planning, Insurance, Retirement, Financial Advisory, Sales, Long-term Care, Term Life Insurance, Underwriting, Financial Planners, Brokers, Strategic Financial...
Education
Certified Financial Planner Board of Standards 1999 — 2000
Certified Financial Planner (CFP)
American College of Financial Services 1998 — 2000
Charterd Financial Consultant (ChFC)
American College of Financial Services 1997 — 1998
Charterd Life Underwriter (CLU)
California State University-Long Beach 1988 — 1993
Bachelor of Science (BS), Engineering/Industrial Management
Torrance High
Northwestern Mutual July 2004 - Present
Northwestern Mutual July 2004 - Present
Pactiv July 1997 - July 2003
Skills
Asset Management, Wealth Transfer and..., Executive Benefit...
Education
California State University-Sacramento 1988 — 1992
Political Science , Economics
Law Office of Robert Wood June 2010 - August 2014
Northwestern Mutual December 2013 - May 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Event Planning, Access, Retirement Planning, Financial Planning, Teamwork, Public Speaking, Leadership
Education
California State University-Northridge 2014 — 2016
Business Administration and Management, General
City College of San Francisco 2011 — 2014
Associate of Science (A.S.), Behavioral and Social Science
Christ Cathedral Academy March 2014 - Present
Northwestern Mutual June 2013 - December 2013
California State University, Fullerton August 2010 - December 2011
Skills
Special Education, Early Childhood..., CPR Certified, First Aid, Administrative..., Elementary Education, Microsoft Office, Financial Accounting, Teaching, Curriculum Design, Classroom
Education
California State University-Fullerton 2015 — 2017
Master’s Degree, Special Education and Teaching
California State University-Fullerton 2007 — 2011
Bachelor’s Degree, Child Development
Bank of America Merrill Lynch June 2015 - Present
Northwestern Mutual October 2014 - February 2015
Northwestern Mutual April 2014 - October 2014
Northwestern Mutual April 2013 - April 2014
Quest Capital Strategies, Inc. December 2011 - March 2013
California Credits Group July 2009 - December 2011
Chase Bank October 2008 - July 2009
Skills
Banking, Retirement Planning, Investments, Variable Annuities, Series 7, Uniform Combined State..., Life & Health Insurance...
Education
The American College 2013 — 2015
Certified Financial Planner Education Requirement, Financial Planning and Services
California State University-Northridge 2007 — 2008
Bachelor of Science in Finance, Finance, General
Northwestern Mutual June 2009 - Present
Education
El Camino High School 2000 — 2004
California State University-Northridge
Bankcard Services June 2009 - Present
northwestern mutual 2006 - 2007
Education
California State University-Fullerton 2004 — 2007
Johnson & Johnson 2013 - Present
Edison International 2007 - 2013
Southern California Edison (SCE) 2007 - 2007
Northwestern Mutual 2006 - 2007
Target 2005 - 2005
University of Cincinnati 2002 - 2003
Skills
Project Management, Recruiting, SAP, Management, Talent Management, Community Outreach, Human Capital, HR Consulting, Strategic Planning, Applicant Tracking..., Talent Acquisition, Performance Management, HRIS, Program Management, Human Resources, Workforce Planning, Employee Relations, Leadership, Business Process..., Policy, College Recruiting, Taleo, Change Management, Employee Benefits, Onboarding, Sourcing, Executive Search, Deferred Compensation, Hiring, Process Improvement, Training, Team Building, Organizational..., Interviews, Employee Training, Organizational Design, Organizational..., PeopleSoft, Temporary Placement
Education
California State University-Fullerton
BA, Business Administration - Management
Professional in Human Resources
National License, HR Certification Institute (HRCI)
California Institute of Technology
Project Management Certificate, Business
Cincinnati State Technical and Community College
AA, Computer Information Systems
Northwestern Mutual April 2015 - Present
Celerity Palmati 2012 - 2015
City of Los Angeles September 2005 - July 2010
Search To Involve Pilipino Americans March 2004 - November 2006
Reproductive Health Education July 2002 - August 2004
Childhood Education Centers November 2003 - March 2004
First Federal Bank of California September 1995 - October 2003
2003 The Children's Collective Inc July 2002 - August 2003
Skills
Financial Planning, Case Managment, Business Development, Community Outreach, Public Speaking, Program Coordination, Non-profits, Event Planning, Advising People, People-oriented, Policy Analysis, PowerPoint, Marketing, Research, Customer Service, Volunteer Management, Banking, Fundraising, Time Management, Psychotherapy, Interviews, Analysis, Child Development, Working With Children, Childcare, Organizational..., Social Media
Education
California State University-Northridge
Bachelors Degree; of, Psychology; child development certification
Le Conte
ResortShare February 2013 - Present
Mobilemechanics.co January 2013 - Present
Northwestern Mutual February 2008 - February 2010
Crosby Insurance, Inc May 2006 - February 2008
Skills
Strategic Financial..., Life Insurance, Financial Analysis, Finance, Financial Reporting, Series 7, Sales, Retirement Planning, Fixed Annuities, Salesforce.com, Series 63, Budgets, Investments, Customer Service, Mutual Funds, Financial Planning, Small Business, Wealth Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2007
Business Administration, Finance
Payoff February 2015 - Present
Core Digital Media May 2014 - February 2015
Core Digital Media June 2011 - May 2014
Horizon Technology & Horizon Display July 2009 - June 2011
American Marketing Association June 2009 - May 2010
The Regan Group June 2009 - August 2009
Northwestern Mutual March 2008 - January 2009
Skills
Marketing, Social Media Marketing, Email Marketing, Online Advertising, Constant Contact, Mobile Marketing, Digital Marketing, Online Lead Generation, Sales, Online Campaign..., Lead Generation, Social Media, Press Releases, Media Buying, Google Analytics, PPC, Web Analytics, B2B, Salesforce.com, SEM, Online Marketing, Creative Direction, Digital Strategy, SEO, B2B Marketing, Affiliate Marketing, Landing Page..., Display Advertising, E-commerce, Direct Marketing, Search Advertising, Analytics, Conversion Optimization, Product Management
Education
California State University-Long Beach - College of Business Administration 2006 — 2010
Business Administration, Marketing
VCHS
Northwestern Mutual September 2000 - Present
Skills
Management Consulting, Consulting, Financial Analysis, Management, Leadership, Project Management, Strategic Planning, Finance, Risk Management, Analysis, IBM BPM, Blueworks Live, Business Process..., Process Improvement, PeopleSoft, Test Planning, User Acceptance Testing
Education
California State University-Los Angeles
Bachelor of Science (BS), Management Information Systems, Business
Northwestern Mutual June 2003 - Present
Skills
Retirement Planning, Tax-advantaged..., Education Funding, Life Insurance Planning, Wealth Management..., Retirement Income...
Education
California State University-Sacramento 2000 — 2003
Northwestern Mutual April 2015 - Present
RateSpecial January 2013 - February 2014
CYBERDEFENDER, (Internet Security Company) August 2009 - September 2011
FARMERS AND MERCHANTS, (Commercial Bank) March 2007 - March 2009
BIGZOO.COM September 2001 - December 2003
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Access, Credit Analysis, Outlook, Sales, QuickBooks, Leadership, Advertising, Social Media
Education
California State University-Fullerton 2014 — 2015
CFP Clases, CSUF, Finance
California State University-Fullerton 2006 — 2010
Bachelor of Arts; Problems, Finance
Mihaylo College of Business and Economics 2009 — 2009
Business Europe Study Tour, Netherlands, Belgium, France, Germany, Switzerland
The Key September 2008 - Present
Northwestern Mutual 2008 - 2008
Education
California State University-Sacramento 2003 — 2008
Bachelor of Science, Business: Marketing and Entrepreneurship
University of Virginia Health System May 1994 - Present
Northwestern Mutual January 1986 - May 1994
Skills
Fundraising, Financial Analysis, Higher Education, Staff Development, Program Management, Planned Giving, Annual Giving, Stewardship, Alumni Relations, Volunteer Management, Nonprofits, Grant Writing, Investments, Community Outreach, Program Development, Grants, Strategic Financial...
Education
California State University-Long Beach 1997 — 1998
CSPG, Planned Giving
University of Virginia 1984 — 1986
M.A., Foreign Affairs
Indiana University Bloomington 1979 — 1984
B.A., History, English (Double Major)
Northwestern Mutual June 2008 - Present
Education
California State University-Long Beach - College of Business Administration
Randstad Technologies US January 2015 - Present
Randstad USA May 2013 - January 2015
Eastridge Workforce Solutions August 2012 - March 2013
Superior Group January 2010 - August 2012
AppleOne Employment Services March 2007 - June 2009
Scanno Marketing December 2006 - February 2007
Northwestern Mutual May 2006 - December 2006
D'Aversa Hair Salon October 2002 - August 2005
Skills
Technical Recruiting, Following Up, Follow Through, Phone Etiquette, Interview Preparation, Interviews, Client Relations Skills, Recruiting, Contract Recruitment, Direct Hires, Full-life Cycle..., College Recruiting, Internet Recruiting, Temporary Staffing, Training, Customer Service, Temporary Placement, Permanent Placement, Cold Calling, Applicant Tracking..., Marketing, Payroll, Sales, Screening, Background Checks, Staffing Services
Education
California State University-Long Beach
BA Degree, Communication, Minor in Business Marketing
El Toro High School
Pacific Life March 2007 - Present
Northwestern Mutual May 2004 - March 2007
Education
California State University-Long Beach 2000 — 2004
Bachelor of the Arts, Communication Studies
Northwestern Mutual 2009 - 2011
Education
California State University-Long Beach - College of Business Administration 2005 — 2010
Finance, Finance
Westlake, Grahl and Glover Private Wealth Management June 2015 - Present
AXA Advisors September 2014 - May 2015
China University of Mining and Technology September 2013 - July 2014
China February 2013 - August 2013
Foley Towers April 2012 - October 2012
Northwestern Mutual September 2010 - December 2010
Skills
Spanish, Management, Marketing, Teaching English as a..., Public Speaking, ESL, Teaching, Economics, TEFL, Tutoring, International Relations, Travel Planning, Independent Travel, International Business, Mandarin, Financial Analysis, PADI Advanced Open...
Education
California State University-Long Beach 2005 — 2010
BS, International Business
Universidad Complutense de Madrid 2008 — 2009
minor, Spanish Language and Literature, European Political Science
Target May 2015 - Present
Target July 2014 - May 2015
Sport Chalet September 2013 - December 2013
Northwestern Mutual March 2013 - May 2013
Bacara Resort & Spa October 2011 - August 2012
Chumash Casino Resort and Hotel Corque October 2009 - October 2011
Skills
Microsoft Office, Hospitality, PowerPoint, Leadership, Microsoft Excel, Customer Service, Budgets, Microsoft Word, Teamwork, Staff Development, Customer Satisfaction, Finance, Team Leadership, Social Networking, Event Management, Management, Team Building, Training, Time Management
Education
California State University-Long Beach 2012 — 2014
Bachelor of Science (BS), Finance
Kohl's May 2008 - 2012
Northwestern Mutual June 2010 - August 2010
Kohl's July 2006 - May 2008
Kohl's November 2005 - July 2006
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2009 — 2011
Finance
Saddleback College 2006 — 2009
AA degree, Business Management
Laguna Hills High School
Northwestern Mutual September 2015 - Present
Skills
Customer Service, Word, Excel, PowerPoint, Tax, QuickBooks, Accounts Payable, Teamwork, Data Entry, Access, Event Planning, Leadership, Public Speaking, Accounts Receivable, Customer Satisfaction, Payroll, Critical Thinking, Cashiering, Tax Preparation, Accounting, Microsoft Office, 10 Key, Spreadsheets, Microsoft Excel, Microsoft Word, Time Management, Management, Bookkeeping, Financial Analysis, Office Management, Team-oriented, Windows, Account Reconciliation, Outlook, Financial Accounting, Team Leadership, Finance, Internal Controls
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Northwestern Mutual 2012 - Present
Education
California State University-Northridge 2010 — 2012
Bachelor's degree, Finance, General
Original Works March 2000 - Present
Northwestern Mutual May 2005 - October 2008
TRW September 1974 - June 1994
Education
California State University-Northridge 1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General
Northwestern Mutual May 2012 - Present
Education
California State University-Long Beach 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Northwestern Mutual 2014 - 2015
Northwestern Mutual 2014 - 2015
Northwestern Mutual 2014 - 2015
RNC Genter Capital Management October 2012 - March 2014
Morgan Stanley Smith Barney January 2012 - December 2012
U.S. Bank January 2008 - February 2012
Harvey and Company 2011 - 2011
Skills
Financial Services, Mutual Funds, Investments, Equities, Alternative Investments, Securities, Fixed Income, Wealth Management, Portfolio Management, Strategic Financial..., Finance, Asset Management, Asset Allocation, Market Research
Education
California State University-Long Beach 2006 — 2011
Bachelor of Business Administration (BBA), Finance and Financial Management Services
CSULB August 2008 - Present
Northwestern Mutual July 2012 - March 2013
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Strategic Planning, Retirement Planning, Public Speaking, Social Media, Strategic Financial..., Team Building, Fixed Annuities, Customer Satisfaction
Education
California State University-Long Beach 2008 — 2013
Bachelor's degree, International Business
Saugus High School 2005 — 2008
Saugus Highschool
Primerica August 2015 - Present
Northwestern Mutual August 2013 - February 2014
Chase May 2012 - September 2013
Skills
Financial Analysis, Insurance, Customer Service, Investments, Financial Planning, Fixed Annuities, Portfolio Management, Wealth Management, Disability Insurance, Leadership, Life Insurance, Financial Services, Retirement Planning, Retirement, Mutual Funds
Education
California State University-Los Angeles 2014 — 2016
Bachelor's degree , Banking, Corporate, Finance, and Securities Law
Glendale Community College 2011 — 2014
Talent Air April 2015 - Present
Northwestern Mutual September 2014 - March 2015
Advanced Microcomputing Concepts 2009 - 2014
United States Marine Corps February 2001 - February 2006
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Northwestern Mutual June 2015 - Present
YMCA of Greater Long Beach September 2012 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research
Education
California State University-Long Beach 2011 — 2015
Economics