Northwestern Mutual
Industry: Financial services company
DescriptionThe Northwestern Mutual is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education ... Headquarters: Milwaukee, Wisconsin, United States Number of employees: 7,500 (2017) Founded: 1857 Subsidiaries: LearnVest, Executives: John E. Schlifske (CEO, President, Chairperson),
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22,620 Northwestern Mutual employees in database. Find out everything there's to know about Northwestern Mutual employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northwestern Mutual Employees
Employee
Years
Job
Industry
Andrew Watkins, CFP®, CRPC®, CLU®, ChFC® Andrew Watkins, CFP®, CRPC®, CLU®, ChFC®'s Northwestern Mutual Experience March 2009 - Present
Job Wealth Management Advisor / Recruiting Field Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2009 - Present
Merrill Lynch January 2008 - February 2009
Northwestern Mutual April 2006 - January 2008
Smith Breeden Associates May 2007 - August 2007
Skills
Retirement Planning, Strategic Financial..., Investments, Leadership, Financial Analysis, Financial Modeling, Risk Management, Finance, Financial Services, Securities, Corporate Finance, Strategy, Portfolio Management
Education
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner™(CFP®)
The American College
Chartered Financial Consultant (ChFC®)
College for Financial Planning
Chartered Retirement Planning Counselor (CRPC®)
The American College
Chartered Life Underwriter (CLU®)
Emory University - Goizueta Business School 2003 — 2007
Bachelors of Business Administration, Finance & Management
University of North Carolina at Chapel Hill 2003 — 2004
Economics
East Chapel Hill
Northwestern Mutual March 2009 - Present
Merrill Lynch January 2008 - February 2009
Northwestern Mutual April 2006 - January 2008
Smith Breeden Associates May 2007 - August 2007
Skills
Retirement Planning, Strategic Financial..., Investments, Leadership, Financial Analysis, Financial Modeling, Risk Management, Finance, Financial Services, Securities, Corporate Finance, Strategy, Portfolio Management
Education
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner™(CFP®)
The American College
Chartered Financial Consultant (ChFC®)
College for Financial Planning
Chartered Retirement Planning Counselor (CRPC®)
The American College
Chartered Life Underwriter (CLU®)
Emory University - Goizueta Business School 2003 — 2007
Bachelors of Business Administration, Finance & Management
University of North Carolina at Chapel Hill 2003 — 2004
Economics
East Chapel Hill
Kristin Jenkins Kristin Jenkins's Northwestern Mutual Experience June 2010 - August 2010
Job Actuarial Associate
Industry Insurance
Experience
Hannover Life Reassurance Company of America October 2013 - Present
Dish Network November 2012 - October 2013
After School University June 2011 - October 2012
Northwestern Mutual June 2010 - August 2010
Kevin Salverson Memorial Running Camp July 2007 - July 2010
Skills
Statistics, Mathematics, Minitab, Calculus, Microsoft Office, Time Management, Self Driven, Microsoft Excel, Access, Leadership, Databases, PowerPoint, Microsoft Word, Self-driven, Analysis, Teaching
Education
College of Charleston 2007 — 2011
Mathematics, Statistics and Actuarial Studies, 3.9
Hannover Life Reassurance Company of America October 2013 - Present
Dish Network November 2012 - October 2013
After School University June 2011 - October 2012
Northwestern Mutual June 2010 - August 2010
Kevin Salverson Memorial Running Camp July 2007 - July 2010
Skills
Statistics, Mathematics, Minitab, Calculus, Microsoft Office, Time Management, Self Driven, Microsoft Excel, Access, Leadership, Databases, PowerPoint, Microsoft Word, Self-driven, Analysis, Teaching
Education
College of Charleston 2007 — 2011
Mathematics, Statistics and Actuarial Studies, 3.9
Charles Causey Charles Causey's Northwestern Mutual Experience October 2004 - July 2008
Job CrossChannel Marketing and Analytics Professional
Industry Computer Software
Experience
Acxiom April 2015 - Present
SAP January 2014 - August 2014
SAP/SuccessFactors May 2012 - December 2013
PeopleMatter August 2011 - April 2012
PeopleMatter March 2010 - July 2011
PeopleMatter January 2010 - March 2010
CH Robinson August 2008 - October 2009
Northwestern Mutual October 2004 - July 2008
Skills
Digital Marketing, Online Marketing, Offline Marketing, Integrated Marketing, Analytics, media optimization, Targeted Advertising, Email Marketing, SaaS, Marketing Analytics, Marketing Strategy, Cloud Computing, New Business Development, Enterprise Software, Start-ups, Talent Management, Salesforce.com, Human Resources, Team Leadership, Sales, Performance Management, Target Marketing, Software Industry, Business Intelligence
Education
College of Charleston 2000 — 2004
Bachelor of Arts
Acxiom April 2015 - Present
SAP January 2014 - August 2014
SAP/SuccessFactors May 2012 - December 2013
PeopleMatter August 2011 - April 2012
PeopleMatter March 2010 - July 2011
PeopleMatter January 2010 - March 2010
CH Robinson August 2008 - October 2009
Northwestern Mutual October 2004 - July 2008
Skills
Digital Marketing, Online Marketing, Offline Marketing, Integrated Marketing, Analytics, media optimization, Targeted Advertising, Email Marketing, SaaS, Marketing Analytics, Marketing Strategy, Cloud Computing, New Business Development, Enterprise Software, Start-ups, Talent Management, Salesforce.com, Human Resources, Team Leadership, Sales, Performance Management, Target Marketing, Software Industry, Business Intelligence
Education
College of Charleston 2000 — 2004
Bachelor of Arts
Bryan Stanford Bryan Stanford's Northwestern Mutual Experience May 2013 - May 2014
Job Account Specialist
Industry Telecommunications
Experience
Klarratee May 2015 - Present
Birky Investment Fund August 2014 - May 2015
Klarratee May 2014 - August 2014
Northwestern Mutual May 2013 - May 2014
Montezuma Community School District May 2012 - July 2012
Bryan Stanford's Lawn Care and Snow Removal May 2006 - August 2011
Montezuma Community School District May 2011 - July 2011
Education
Coe College 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration
Klarratee May 2015 - Present
Birky Investment Fund August 2014 - May 2015
Klarratee May 2014 - August 2014
Northwestern Mutual May 2013 - May 2014
Montezuma Community School District May 2012 - July 2012
Bryan Stanford's Lawn Care and Snow Removal May 2006 - August 2011
Montezuma Community School District May 2011 - July 2011
Education
Coe College 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration
Thomas Walpole Thomas Walpole's Northwestern Mutual Experience May 2015 - Present
Job Student, Economics/Finance at Cleveland State University
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Skills
PowerPoint, Customer Service, Teamwork, Microsoft Excel, Data Analysis, Time Management, Research, Leadership, Public Speaking, Management, Team Leadership, Sales, Team Building, Data Entry, Financial Analysis, Strategic Planning, Analysis, Social Networking, Inventory Management, Corporate Finance, Economic Development, Economic Research, Stock Exchange, Stock Management, Mutual Funds, High Yield Bonds, Fidelity Bonds, Marketing, Event Planning, Access
Education
Cleveland State University 2011 — 2013
Bachelor of Business Administration (B.S.B.A.), Economics & Finance
Cuyahoga Community College 2009 — 2011
Associate's Degree, Dual degree; Associate's of Arts & Associate's of Science, 3.64 GPA
Northwestern Mutual May 2015 - Present
Skills
PowerPoint, Customer Service, Teamwork, Microsoft Excel, Data Analysis, Time Management, Research, Leadership, Public Speaking, Management, Team Leadership, Sales, Team Building, Data Entry, Financial Analysis, Strategic Planning, Analysis, Social Networking, Inventory Management, Corporate Finance, Economic Development, Economic Research, Stock Exchange, Stock Management, Mutual Funds, High Yield Bonds, Fidelity Bonds, Marketing, Event Planning, Access
Education
Cleveland State University 2011 — 2013
Bachelor of Business Administration (B.S.B.A.), Economics & Finance
Cuyahoga Community College 2009 — 2011
Associate's Degree, Dual degree; Associate's of Arts & Associate's of Science, 3.64 GPA
Joseph Mazzoli, CFA Joseph Mazzoli, CFA's Northwestern Mutual Experience May 2008 - August 2008
Job Associate Analyst, Equity Research at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
Wells Fargo Securities June 2012 - April 2015
Blackbaud April 2010 - June 2012
UBS January 2009 - May 2009
Northwestern Mutual May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Revenue Recognition, Cost Models, Reporting & Analysis, Valuation, Leveraged Finance, Investment Banking
Education
College of Charleston 2006 — 2009
Bachelor of Science, Business Administration - Finance
Wells Fargo Securities April 2015 - Present
Wells Fargo Securities June 2012 - April 2015
Blackbaud April 2010 - June 2012
UBS January 2009 - May 2009
Northwestern Mutual May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Revenue Recognition, Cost Models, Reporting & Analysis, Valuation, Leveraged Finance, Investment Banking
Education
College of Charleston 2006 — 2009
Bachelor of Science, Business Administration - Finance
Steven Oakes's Northwestern Mutual Experience May 2013 - July 2013
Job Revenue Accountant at Mustang Fuel Corporation
Industry Accounting
Experience
Mustang Fuel Corp. October 2014 - Present
Chesapeake Energy April 2014 - October 2014
DotPartners, LLC August 2011 - April 2014
Northwestern Mutual May 2013 - July 2013
Keep It Green LLC February 2011 - August 2011
DCT Enterprises of Oklahoma; dba Papa Johns Pizza April 2005 - November 2010
Skills
Management, Social Media, Analysis, SDLC, Microsoft SQL Server, Microsoft Office, IT Recruitment, Interviews, .NET, JavaScript, Recruiting, Marketing, Databases, Sales, Leadership, Finance, Microsoft Excel, Windows, Mac OS, Time Management, Multi Tasking, General Ledger, Balance Sheet, Balance Sheet Review, Income Statement, Annual Reports, Sales Management, Customer Service, Payroll, Inventory Management, Inventory Accuracy, Invoicing, Invoice Finance, Document Management, Full-life Cycle..., Sourcing, Accounting, Staffing Services, iPhone, Screening, Training, SAP, Energy, Petroleum, Financial Analysis, Microsoft Word, Natural Gas, Account Reconciliation, Energy Industry
Education
University of Central Oklahoma - College of Business Administration
Bachelor of Administration, Finance
Mustang Fuel Corp. October 2014 - Present
Chesapeake Energy April 2014 - October 2014
DotPartners, LLC August 2011 - April 2014
Northwestern Mutual May 2013 - July 2013
Keep It Green LLC February 2011 - August 2011
DCT Enterprises of Oklahoma; dba Papa Johns Pizza April 2005 - November 2010
Skills
Management, Social Media, Analysis, SDLC, Microsoft SQL Server, Microsoft Office, IT Recruitment, Interviews, .NET, JavaScript, Recruiting, Marketing, Databases, Sales, Leadership, Finance, Microsoft Excel, Windows, Mac OS, Time Management, Multi Tasking, General Ledger, Balance Sheet, Balance Sheet Review, Income Statement, Annual Reports, Sales Management, Customer Service, Payroll, Inventory Management, Inventory Accuracy, Invoicing, Invoice Finance, Document Management, Full-life Cycle..., Sourcing, Accounting, Staffing Services, iPhone, Screening, Training, SAP, Energy, Petroleum, Financial Analysis, Microsoft Word, Natural Gas, Account Reconciliation, Energy Industry
Education
University of Central Oklahoma - College of Business Administration
Bachelor of Administration, Finance
Steven Goodell, CFP Steven Goodell, CFP's Northwestern Mutual Experience May 2010 - December 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Yuma Investment Group July 2011 - February 2014
Northwestern Mutual May 2010 - December 2010
Access Computer Products January 2006 - January 2008
Skills
Roth IRA, Retirement Planning, Wealth Accumulation, Finance, Retirement, Securities, Long-term Care, 401k Rollovers, Asset Allocation, Asset Management, Stock Market Analysis, Relationship Management, Investment Strategies, Risk Management, Mutual Funds, ETFs, Municipal Bonds, Wealth Preservation..., Fixed Income Strategies, Fixed Annuities
Education
College for Financial Planning 2011 — 2013
CFP, Certified Financial Planner
Colorado State University 2007 — 2010
Bachelor of Business Administration (BBA), Financial Planning and Services
College of Eastern Utah 2006 — 2007
General Studies
Wells Fargo Advisors February 2014 - Present
Yuma Investment Group July 2011 - February 2014
Northwestern Mutual May 2010 - December 2010
Access Computer Products January 2006 - January 2008
Skills
Roth IRA, Retirement Planning, Wealth Accumulation, Finance, Retirement, Securities, Long-term Care, 401k Rollovers, Asset Allocation, Asset Management, Stock Market Analysis, Relationship Management, Investment Strategies, Risk Management, Mutual Funds, ETFs, Municipal Bonds, Wealth Preservation..., Fixed Income Strategies, Fixed Annuities
Education
College for Financial Planning 2011 — 2013
CFP, Certified Financial Planner
Colorado State University 2007 — 2010
Bachelor of Business Administration (BBA), Financial Planning and Services
College of Eastern Utah 2006 — 2007
General Studies
Matthew A. Maultsby Matthew A. Maultsby's Northwestern Mutual Experience January 2007 - August 2010
Job Business Specialist
Industry Banking
Experience
Wells Fargo April 2012 - Present
Lasting Environmental Design Solutions, Inc. October 2010 - January 2013
Northwestern Mutual January 2007 - August 2010
Skills
Budgets, Retirement Planning, Disability Insurance, Strategic Financial..., Financial Analysis, Long-term Care, Investments, Life Insurance, Insurance, Sales, Finance, Strategic Planning, Estate Planning, Customer Service, Wealth Management, Strategy, Microsoft Office, Public Speaking, Loans, Small Business, Cold Calling, Health Insurance, Risk Management, Account Management, Non-profits, Mortgage Lending, Credit, Management, Marketing Strategy, Fundraising, Banking, Microsoft Word, Leadership, Data Analysis
Education
North Carolina State University 2001 — 2004
Psychology
College of Charleston 2000 — 2001
Asheville High School
Wells Fargo April 2012 - Present
Lasting Environmental Design Solutions, Inc. October 2010 - January 2013
Northwestern Mutual January 2007 - August 2010
Skills
Budgets, Retirement Planning, Disability Insurance, Strategic Financial..., Financial Analysis, Long-term Care, Investments, Life Insurance, Insurance, Sales, Finance, Strategic Planning, Estate Planning, Customer Service, Wealth Management, Strategy, Microsoft Office, Public Speaking, Loans, Small Business, Cold Calling, Health Insurance, Risk Management, Account Management, Non-profits, Mortgage Lending, Credit, Management, Marketing Strategy, Fundraising, Banking, Microsoft Word, Leadership, Data Analysis
Education
North Carolina State University 2001 — 2004
Psychology
College of Charleston 2000 — 2001
Asheville High School
Laura Leners Laura Leners's Northwestern Mutual Experience May 2014 - August 2015
Job Client Services Assistant Account Manager at Strategic America
Industry Marketing and Advertising
Experience
Strategic America September 2015 - Present
Northwestern Mutual May 2014 - August 2015
Army National Guard June 2008 - June 2014
Skills
Microsoft Office, Security Clearance, Leadership, Team Leadership, PowerPoint, Microsoft Word, Customer Service, Social Networking, Critical Thinking, Time Management, Public Speaking, Microsoft Excel, Training, Marketing, Sales, Social Media
Education
Iowa State University 2011 — 2014
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Defense Language Institute 2010 — 2011
Associate of Arts (A.A.), Persian-Farsi
Cochise College 2009 — 2010
Associate of Applied Science, Intelligence Operations Studies
Strategic America September 2015 - Present
Northwestern Mutual May 2014 - August 2015
Army National Guard June 2008 - June 2014
Skills
Microsoft Office, Security Clearance, Leadership, Team Leadership, PowerPoint, Microsoft Word, Customer Service, Social Networking, Critical Thinking, Time Management, Public Speaking, Microsoft Excel, Training, Marketing, Sales, Social Media
Education
Iowa State University 2011 — 2014
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Defense Language Institute 2010 — 2011
Associate of Arts (A.A.), Persian-Farsi
Cochise College 2009 — 2010
Associate of Applied Science, Intelligence Operations Studies
Jarad Doyon's Northwestern Mutual Experience May 2009 - August 2009
Job Business Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Software Group October 2013 - Present
Eze Software Group October 2012 - October 2013
Eze Software Group June 2011 - October 2012
Colby College Bookstore January 2008 - May 2011
Colby College January 2008 - December 2009
Northwestern Mutual May 2009 - August 2009
Acosta Sales & Marketing May 2006 - August 2008
Skills
Microsoft SQL Server, Microsoft CRM, XML Spy, XSLT, Stylus Studio, XPath, Microsoft Excel, Economics
Education
Colby College 2007 — 2011
Bachelor of Arts, Economics/Mathematics, Financial Markets concentration, 3.65
University of Oxford 2010 — 2010
Business/Managerial Economics
Eze Software Group October 2013 - Present
Eze Software Group October 2012 - October 2013
Eze Software Group June 2011 - October 2012
Colby College Bookstore January 2008 - May 2011
Colby College January 2008 - December 2009
Northwestern Mutual May 2009 - August 2009
Acosta Sales & Marketing May 2006 - August 2008
Skills
Microsoft SQL Server, Microsoft CRM, XML Spy, XSLT, Stylus Studio, XPath, Microsoft Excel, Economics
Education
Colby College 2007 — 2011
Bachelor of Arts, Economics/Mathematics, Financial Markets concentration, 3.65
University of Oxford 2010 — 2010
Business/Managerial Economics
Skylar Price Skylar Price's Northwestern Mutual Experience May 2009 - December 2012
Job Business Development at The Waldinger Corporation
Industry Facilities Services
Experience
The Waldinger Corporation October 2014 - Present
Strategic Print Solutions Inc. January 2013 - September 2014
Northwestern Mutual May 2009 - December 2012
Northwestern Mutual May 2009 - August 2009
Skills
Management, Public Speaking, Business Development, Account Management, Time Management, Networking, Community Service, B2B Sales
Education
Coe College 2004 — 2009
Bacehlor of Liberal Arts, History and Education
Center Point Urbana High School 2000 — 2004
The Waldinger Corporation October 2014 - Present
Strategic Print Solutions Inc. January 2013 - September 2014
Northwestern Mutual May 2009 - December 2012
Northwestern Mutual May 2009 - August 2009
Skills
Management, Public Speaking, Business Development, Account Management, Time Management, Networking, Community Service, B2B Sales
Education
Coe College 2004 — 2009
Bacehlor of Liberal Arts, History and Education
Center Point Urbana High School 2000 — 2004
Nicole Kurth Nicole Kurth's Northwestern Mutual Experience November 2012 - January 2015
Job Lead, Training & development
Industry Staffing and Recruiting
Experience
Biorasi January 2015 - Present
Northwestern Mutual November 2012 - January 2015
Skills
Insurance, Investments, PowerPoint, Retirement Planning, Strategic Financial..., Customer Service, Microsoft Office, Financial Planning, Marketing, IRAs, Strategic Planning, Retirement, Risk Management, Leadership, Event Planning, Life Insurance, Financial Analysis, Social Networking, Public Speaking, Sales, Microsoft Excel, Team Building, Fixed Annuities
Education
Florida Atantic University 2008 — 2013
Bachelor's degree, Social Sciences
Coastal Carolina University
Biorasi January 2015 - Present
Northwestern Mutual November 2012 - January 2015
Skills
Insurance, Investments, PowerPoint, Retirement Planning, Strategic Financial..., Customer Service, Microsoft Office, Financial Planning, Marketing, IRAs, Strategic Planning, Retirement, Risk Management, Leadership, Event Planning, Life Insurance, Financial Analysis, Social Networking, Public Speaking, Sales, Microsoft Excel, Team Building, Fixed Annuities
Education
Florida Atantic University 2008 — 2013
Bachelor's degree, Social Sciences
Coastal Carolina University
Jeff Donham, CFP®'s Northwestern Mutual Experience March 2013 - Present
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2013 - Present
New York Life Insurance Company October 2011 - December 2012
LPL Financial (Dingman Financial Services) May 2008 - August 2011
Northwestern Mutual April 2005 - May 2008
Northwestern Mutual Financial Network April 2005 - May 2008
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Mutual Funds, Estate Planning, Insurance, Securities, Asset Allocation, Series 7, Finance, Life Insurance, Small Business, Bonds, High Net Worth..., Financial Planning, Long Term Care Insurance
Education
Virginia Tech 2001 — 2005
B.S., Finance
College for Financial Planning
CFP Certification Professional Education Program
Virginia Tech 2001 — 2005
B.S. Business, Finance; Risk Management
Godwin High School 1997 — 2001
Northwestern Mutual March 2013 - Present
New York Life Insurance Company October 2011 - December 2012
LPL Financial (Dingman Financial Services) May 2008 - August 2011
Northwestern Mutual April 2005 - May 2008
Northwestern Mutual Financial Network April 2005 - May 2008
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Mutual Funds, Estate Planning, Insurance, Securities, Asset Allocation, Series 7, Finance, Life Insurance, Small Business, Bonds, High Net Worth..., Financial Planning, Long Term Care Insurance
Education
Virginia Tech 2001 — 2005
B.S., Finance
College for Financial Planning
CFP Certification Professional Education Program
Virginia Tech 2001 — 2005
B.S. Business, Finance; Risk Management
Godwin High School 1997 — 2001
Lorie Wymer Hutto Lorie Wymer Hutto's Northwestern Mutual Experience 2005 - 2006
Job Social Work Student at UALR
Industry Insurance
Experience
Regions Insurance March 2010 - August 2013
USAble Life January 2010 - March 2010
The Hatcher Agency October 2009 - January 2010
BancorpSouth Insurance Services October 2006 - October 2009
Northwestern Mutual 2005 - 2006
Skills
Casualty, Commercial Insurance, Commercial Lines, Customer Service, Insurance, Legal Liability, Liability, Property, Teamwork, Underwriting, Workers Compensation, Property & Casualty..., Inland Marine, Property, Professional Liability, Umbrella Insurance
Education
University of Arkansas at Little Rock 2011 — 2016
BSW, Bachelor of Social Work, Freshman
College of Charleston 1992 — 1993
Regions Insurance March 2010 - August 2013
USAble Life January 2010 - March 2010
The Hatcher Agency October 2009 - January 2010
BancorpSouth Insurance Services October 2006 - October 2009
Northwestern Mutual 2005 - 2006
Skills
Casualty, Commercial Insurance, Commercial Lines, Customer Service, Insurance, Legal Liability, Liability, Property, Teamwork, Underwriting, Workers Compensation, Property & Casualty..., Inland Marine, Property, Professional Liability, Umbrella Insurance
Education
University of Arkansas at Little Rock 2011 — 2016
BSW, Bachelor of Social Work, Freshman
College of Charleston 1992 — 1993
Michelle Donohue Michelle Donohue's Northwestern Mutual Experience January 2010 - June 2012
Job Program Specialist at Academy of Management
Industry Nonprofit Organization Management
Experience
Academy of Management June 2015 - Present
Academy of Management January 2013 - June 2015
Northwestern Mutual January 2010 - June 2012
Hospicom October 2006 - April 2009
Maher Chiropractic 2001 - 2009
Citigroup 2005 - 2005
Skills
College Recruiting, Recruiting, Onboarding, Social Media, CRM, Interviews, Training, Applicant Tracking..., PeopleSoft, Resume Writing, HRIS, Employee Benefits, Public Speaking, Human Resources, Employee Relations, Cold Calling, Budgets, Social Networking, Career Development, Coaching
Education
Pace University - Lubin School of Business 2013 — 2016
Master of Business Administration (MBA), Strategic Management
Coastal Carolina University 2003 — 2005
BS, Business Management
Dutchess Community College 2001 — 2004
AS, Business Management
John Jay High School 1997 — 2001
Regents
Academy of Management June 2015 - Present
Academy of Management January 2013 - June 2015
Northwestern Mutual January 2010 - June 2012
Hospicom October 2006 - April 2009
Maher Chiropractic 2001 - 2009
Citigroup 2005 - 2005
Skills
College Recruiting, Recruiting, Onboarding, Social Media, CRM, Interviews, Training, Applicant Tracking..., PeopleSoft, Resume Writing, HRIS, Employee Benefits, Public Speaking, Human Resources, Employee Relations, Cold Calling, Budgets, Social Networking, Career Development, Coaching
Education
Pace University - Lubin School of Business 2013 — 2016
Master of Business Administration (MBA), Strategic Management
Coastal Carolina University 2003 — 2005
BS, Business Management
Dutchess Community College 2001 — 2004
AS, Business Management
John Jay High School 1997 — 2001
Regents
Dylan Cowley Dylan Cowley's Northwestern Mutual Experience May 2013 - August 2013
Job Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Choice Investments September 2013 - January 2014
Northwestern Mutual May 2013 - August 2013
Northwestern Mutual May 2012 - August 2013
Skills
•Adept with both Mac..., Microsoft Office, Microsoft Excel, PowerPoint, Economics, Microsoft Word, Research, Investments, Finance
Education
Colby College 2010 — 2014
Bachelor of Arts, Economics; Financial Markets
Noble and Greenough School 2006 — 2010
High School Diploma
Choice Investments September 2013 - January 2014
Northwestern Mutual May 2013 - August 2013
Northwestern Mutual May 2012 - August 2013
Skills
•Adept with both Mac..., Microsoft Office, Microsoft Excel, PowerPoint, Economics, Microsoft Word, Research, Investments, Finance
Education
Colby College 2010 — 2014
Bachelor of Arts, Economics; Financial Markets
Noble and Greenough School 2006 — 2010
High School Diploma
Doug Levasseur's Northwestern Mutual Experience February 2015 - Present
Job Investment Operations Manager & ADNOS
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
Northwestern Mutual May 2014 - Present
Creative Planning November 2013 - May 2014
Coe College June 2009 - May 2011
University of Iowa Hospitals and Clinics May 2005 - August 2008
Medical Clinic of Iowa City & Walgreens Pharmacy May 2006 - April 2008
Skills
Research, Microsoft Excel, Customer Service, PowerPoint, Analysis, Microsoft Office, Data Analysis, Statistics, Microsoft Word, Public Speaking, Technical Writing, Training, Outlook, Financial Analysis, Social Media
Education
University of Missouri-Kansas City 2012 — 2014
MBA, Finance
Coe College 2009 — 2011
BA, Majors: General Science & Psychology, Minor: Chemistry
Northwestern Mutual February 2015 - Present
Northwestern Mutual May 2014 - Present
Creative Planning November 2013 - May 2014
Coe College June 2009 - May 2011
University of Iowa Hospitals and Clinics May 2005 - August 2008
Medical Clinic of Iowa City & Walgreens Pharmacy May 2006 - April 2008
Skills
Research, Microsoft Excel, Customer Service, PowerPoint, Analysis, Microsoft Office, Data Analysis, Statistics, Microsoft Word, Public Speaking, Technical Writing, Training, Outlook, Financial Analysis, Social Media
Education
University of Missouri-Kansas City 2012 — 2014
MBA, Finance
Coe College 2009 — 2011
BA, Majors: General Science & Psychology, Minor: Chemistry
Robert C. Lawton, AIF, CRPS Robert C. Lawton, AIF, CRPS's Northwestern Mutual Experience 1990 - 1996
Job "Top 100" 401(k) Retirement Plan Investment Advisor | Founder & President, Lawton Retirement Plan Consultants, LLC
Industry Investment Management
Experience
Lawton Retirement Plan Consultants, LLC 2012 - Present
Morgan Stanley 2006 - 2012
Ceridian 1998 - 2006
Three Pillars Senior Living Communities 1996 - 1998
Northwestern Mutual 1990 - 1996
Hewitt Associates 1987 - 1990
Great-West Financial 1985 - 1987
Brock Associates, Inc. 1984 - 1985
Education
College for Financial Planning
Chartered Retirement Plan Specialist (C.R.P.S.)
University of Pittsburgh
Accredited Investment Fiduciary (A.I.F.)
University of Wisconsin-Whitewater
Masters of Business Administration (M.B.A.), Economics
University of Wisconsin-Whitewater
Bachelors of Business Administration (B.B.A.), Finance
Lawton Retirement Plan Consultants, LLC 2012 - Present
Morgan Stanley 2006 - 2012
Ceridian 1998 - 2006
Three Pillars Senior Living Communities 1996 - 1998
Northwestern Mutual 1990 - 1996
Hewitt Associates 1987 - 1990
Great-West Financial 1985 - 1987
Brock Associates, Inc. 1984 - 1985
Education
College for Financial Planning
Chartered Retirement Plan Specialist (C.R.P.S.)
University of Pittsburgh
Accredited Investment Fiduciary (A.I.F.)
University of Wisconsin-Whitewater
Masters of Business Administration (M.B.A.), Economics
University of Wisconsin-Whitewater
Bachelors of Business Administration (B.B.A.), Finance
Joseph Cummings's Northwestern Mutual Experience June 2014 - July 2014
Job Student at Coastal Carolina University
Industry Financial Services
Experience
Northwestern Mutual June 2014 - July 2014
Dream Careers Inc. June 2014 - July 2014
Skills
Teamwork, Leadership, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Networking, Public Speaking, Financial Markets, Microsoft Word, Research, Customer Service, Social Media, Accounting, Finance, Time Management, Event Planning, Social Networking
Education
Coastal Carolina University 2012 — 2016
Finance - Wealth Management, with a minor in International Business Studies
University of Westminster 2015 — 2015
Finance
New York University 2014 — 2014
Internship Class
Northwestern Mutual June 2014 - July 2014
Dream Careers Inc. June 2014 - July 2014
Skills
Teamwork, Leadership, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Networking, Public Speaking, Financial Markets, Microsoft Word, Research, Customer Service, Social Media, Accounting, Finance, Time Management, Event Planning, Social Networking
Education
Coastal Carolina University 2012 — 2016
Finance - Wealth Management, with a minor in International Business Studies
University of Westminster 2015 — 2015
Finance
New York University 2014 — 2014
Internship Class
Timothy Kenney Timothy Kenney's Northwestern Mutual Experience May 1986 - February 1987
Job Principal at Gerard Management Company
Industry Banking
Experience
Gerard Management Company March 2015 - Present
Community Banks of Colorado, a Division of NBH Bank, N.A. July 2013 - March 2015
First National Bank of Omaha April 2007 - May 2013
Wells Fargo Bank March 1993 - March 2007
National City Bank October 1989 - March 1993
Textron Financial - AVCO Industrial Bank February 1987 - September 1989
Northwestern Mutual May 1986 - February 1987
Skills
Commercial Banking, Portfolio Management, Banking, Financial Services, Commercial Lending, Loans, Credit, Credit Analysis, Small Business Lending, Consumer Lending, Small Business, Retail Banking, Credit Risk, Financial Analysis, Loan Origination, Cross Selling, Finance, Business Development, Leadership, Strategy, Management, Lines Of Credit, Commercial Mortgages, SBA, Construction Loans, Treasury Management, Asset Based Lending
Education
Cleveland State University 1992 — 1992
Nance College of Business - Departed MBA Program to join Wells Fargo
Colorado State University 1981 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Sandler Sales & Topline Growth
Gerard Management Company March 2015 - Present
Community Banks of Colorado, a Division of NBH Bank, N.A. July 2013 - March 2015
First National Bank of Omaha April 2007 - May 2013
Wells Fargo Bank March 1993 - March 2007
National City Bank October 1989 - March 1993
Textron Financial - AVCO Industrial Bank February 1987 - September 1989
Northwestern Mutual May 1986 - February 1987
Skills
Commercial Banking, Portfolio Management, Banking, Financial Services, Commercial Lending, Loans, Credit, Credit Analysis, Small Business Lending, Consumer Lending, Small Business, Retail Banking, Credit Risk, Financial Analysis, Loan Origination, Cross Selling, Finance, Business Development, Leadership, Strategy, Management, Lines Of Credit, Commercial Mortgages, SBA, Construction Loans, Treasury Management, Asset Based Lending
Education
Cleveland State University 1992 — 1992
Nance College of Business - Departed MBA Program to join Wells Fargo
Colorado State University 1981 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Sandler Sales & Topline Growth
craig roland jr's Northwestern Mutual Experience May 2014 - September 2014
Job College Student
Industry Accounting
Experience
Northwestern Mutual May 2014 - September 2014
McDonald's Corporation December 2013 - June 2014
Simply Wireless May 2013 - November 2013
Skills
Sales, Customer Retention, Sales Operations, Direct Sales, Customer Satisfaction, Retail, Wireless, Retail Sales, Account Management, Mobile Devices, Sales Management, Customer Service, Marketing, Sales Process, Customer Experience, Mobile Technology, Inventory Management, Leadership
Education
University of Missouri-Kansas City 2015 — 2016
Kansas State University 2013 — 2014
Accounting and Finance
Coffeyville Community College 2011 — 2012
Olathe Northwest High School 2008 — 2011
High School
Northwestern Mutual May 2014 - September 2014
McDonald's Corporation December 2013 - June 2014
Simply Wireless May 2013 - November 2013
Skills
Sales, Customer Retention, Sales Operations, Direct Sales, Customer Satisfaction, Retail, Wireless, Retail Sales, Account Management, Mobile Devices, Sales Management, Customer Service, Marketing, Sales Process, Customer Experience, Mobile Technology, Inventory Management, Leadership
Education
University of Missouri-Kansas City 2015 — 2016
Kansas State University 2013 — 2014
Accounting and Finance
Coffeyville Community College 2011 — 2012
Olathe Northwest High School 2008 — 2011
High School
James Kimball James Kimball's Northwestern Mutual Experience January 2008 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2008 - Present
Melges Performance Sailboats 2006 - 2008
Skills
Education Funding, Fixed Annuities, Investments, Long Term Care Insurance, Marketing, Retirement Planning, Sales, Series 63, Series 7, Life Insurance, Disability Insurance, FINRA, Mutual Funds
Education
College of Charleston 2002 — 2006
Economics & Finance
Northwestern Mutual January 2008 - Present
Melges Performance Sailboats 2006 - 2008
Skills
Education Funding, Fixed Annuities, Investments, Long Term Care Insurance, Marketing, Retirement Planning, Sales, Series 63, Series 7, Life Insurance, Disability Insurance, FINRA, Mutual Funds
Education
College of Charleston 2002 — 2006
Economics & Finance
James Hyland, CMFC®'s Northwestern Mutual Experience August 2006 - January 2008
Job Regional Sales Director at Hennessy Funds
Industry Financial Services
Experience
Hennessy Funds November 2012 - Present
Harborside Group January 2008 - Present
FBR Asset Management November 2010 - November 2012
AFBA 5Star Funds August 2008 - March 2010
Flag Investor Funds January 2008 - July 2008
Northwestern Mutual August 2006 - January 2008
Skills
Mutual Funds, Financial Services, Investments, Investment Advisory, Asset Management, Financial Advisory, Estate Planning, Wealth Management, Finance, Asset Allocation, Insurance, Portfolio Management, Funding, Investment Strategies, Hedge Funds, Wealth Management..., Derivatives
Education
University of Maryland Baltimore County 2002 — 2006
College for Financial Planning
Chartered Mutual Fund Counselor - CMFC®
Hennessy Funds November 2012 - Present
Harborside Group January 2008 - Present
FBR Asset Management November 2010 - November 2012
AFBA 5Star Funds August 2008 - March 2010
Flag Investor Funds January 2008 - July 2008
Northwestern Mutual August 2006 - January 2008
Skills
Mutual Funds, Financial Services, Investments, Investment Advisory, Asset Management, Financial Advisory, Estate Planning, Wealth Management, Finance, Asset Allocation, Insurance, Portfolio Management, Funding, Investment Strategies, Hedge Funds, Wealth Management..., Derivatives
Education
University of Maryland Baltimore County 2002 — 2006
College for Financial Planning
Chartered Mutual Fund Counselor - CMFC®
Heather Witt Heather Witt's Northwestern Mutual Experience November 2012 - June 2013
Job Sales Engineer at Beeline
Industry Information Technology and Services
Experience
Beeline May 2015 - Present
Apex Systems June 2014 - May 2015
Apex Systems July 2013 - June 2014
Northwestern Mutual November 2012 - June 2013
Citi June 2011 - November 2012
Citi December 2010 - June 2011
Citi January 2010 - December 2010
Skills
Human Resources, Payroll, Oral & Written..., HRIS, College Recruiting, Microsoft Excel, Microsoft Office, Microsoft Publisher, PowerPoint, Recruiting, Talent Management, Succession Planning, Leadership, Team Building, New Hire Orientations, Employee Relations, Time Management, Personnel Management, Management, Access, Policy, Employee Benefits, Applicant Tracking..., Interviews, Talent Acquisition, Performance Management, Training, Internet Recruiting, Technical Recruiting, Temporary Placement, Employee Training, Deferred Compensation, PeopleSoft, Sourcing
Education
Coastal Carolina University 2006 — 2011
Bachelor of Science in Business Administration, Marketing
Griffith University 2009 — 2009
Beeline May 2015 - Present
Apex Systems June 2014 - May 2015
Apex Systems July 2013 - June 2014
Northwestern Mutual November 2012 - June 2013
Citi June 2011 - November 2012
Citi December 2010 - June 2011
Citi January 2010 - December 2010
Skills
Human Resources, Payroll, Oral & Written..., HRIS, College Recruiting, Microsoft Excel, Microsoft Office, Microsoft Publisher, PowerPoint, Recruiting, Talent Management, Succession Planning, Leadership, Team Building, New Hire Orientations, Employee Relations, Time Management, Personnel Management, Management, Access, Policy, Employee Benefits, Applicant Tracking..., Interviews, Talent Acquisition, Performance Management, Training, Internet Recruiting, Technical Recruiting, Temporary Placement, Employee Training, Deferred Compensation, PeopleSoft, Sourcing
Education
Coastal Carolina University 2006 — 2011
Bachelor of Science in Business Administration, Marketing
Griffith University 2009 — 2009
KC Pochobradsky's Northwestern Mutual Experience September 2007 - Present
Job Northwestern Mutual AFA
Industry Financial Services
Experience
Northwestern Mutual September 2007 - Present
Education
Coe College 2003 — 2007
Business, Psychology
University of Northern Iowa 2002 — 2003
Cedar Rapids Washington 1999 — 2002
Northwestern Mutual September 2007 - Present
Education
Coe College 2003 — 2007
Business, Psychology
University of Northern Iowa 2002 — 2003
Cedar Rapids Washington 1999 — 2002
Nick Pavia Nick Pavia's Northwestern Mutual Experience August 2005 - August 2006
Job Financial Advisor at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group August 2006 - Present
Northwestern Mutual August 2005 - August 2006
Skills
Series 7, Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Uniform Combined State..., Insurance, Long-term Care, 401k, Series 63, Investments, Wealth Management, Investment Advisory, Mutual Funds, Strategic Financial...
Education
College of Charleston 2001 — 2005
Wayne Counrty Day School
Commonwealth Financial Group August 2006 - Present
Northwestern Mutual August 2005 - August 2006
Skills
Series 7, Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Uniform Combined State..., Insurance, Long-term Care, 401k, Series 63, Investments, Wealth Management, Investment Advisory, Mutual Funds, Strategic Financial...
Education
College of Charleston 2001 — 2005
Wayne Counrty Day School
Elizabeth Hayes Elizabeth Hayes's Northwestern Mutual Experience August 2014 - December 2014
Job Logistics Intern at Michelin
Industry
Experience
Michelin North America May 2015 - August 2015
Copper Penny January 2013 - April 2015
Northwestern Mutual August 2014 - December 2014
Kiawah Island Club March 2014 - July 2014
Emma Graham Designs August 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Social Media, PowerPoint, Sales, Teamwork, Research, Organizational..., Event Planning, Facebook, QuickBooks, Data Analysis, Tableau, Project Management, VBA, Cost Reduction Analysis, Continuous Improvement, Scenario Analysis, Meeting Facilitation, Project Charter, CRM, Microsoft Project, Strategic Planning, Network Optimization, Lean Manufacturing
Education
College of Charleston 2013 — 2016
The University of Georgia 2011 — 2012
Michelin North America May 2015 - August 2015
Copper Penny January 2013 - April 2015
Northwestern Mutual August 2014 - December 2014
Kiawah Island Club March 2014 - July 2014
Emma Graham Designs August 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Social Media, PowerPoint, Sales, Teamwork, Research, Organizational..., Event Planning, Facebook, QuickBooks, Data Analysis, Tableau, Project Management, VBA, Cost Reduction Analysis, Continuous Improvement, Scenario Analysis, Meeting Facilitation, Project Charter, CRM, Microsoft Project, Strategic Planning, Network Optimization, Lean Manufacturing
Education
College of Charleston 2013 — 2016
The University of Georgia 2011 — 2012
Quinn English Quinn English's Northwestern Mutual Experience May 2014 - December 2014
Job Financial Solutions Advisor at Merrill Edge
Industry Investment Management
Experience
Merrill Edge January 2015 - Present
Northwestern Mutual May 2014 - December 2014
Northwestern Mutual June 2013 - May 2014
BB&T July 2010 - June 2013
Education
College of Charleston 2005 — 2010
BS, Business Administration
Merrill Edge January 2015 - Present
Northwestern Mutual May 2014 - December 2014
Northwestern Mutual June 2013 - May 2014
BB&T July 2010 - June 2013
Education
College of Charleston 2005 — 2010
BS, Business Administration
Keena Allison, CFP® Keena Allison, CFP®'s Northwestern Mutual Experience 2012 - Present
Job Advanced SET Administrator at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2012 - Present
Thrivent Financial for Lutherans 1989 - 2011
Sumnicht & Associates LLC October 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, 10 Key, Certified Financial..., Personal Financial..., Notary Public, SEC filings, prospectus, Variable Annuities, Fixed Annuities, Mutual Funds, Life Insurance, Legal Research, Lexis, Westlaw, Accounting, Fund Accounting, Legal Compliance, Securities License, Series 65, Securities Exchange Act..., Securities Act of 1933, Securities Regulation, Insurance Law, Insurance Regulatory, Personal Trust..., Legal Writing, Technical Writing, Spanish
Education
College for Financial Planning
CFP®, Financial Planning and Services
Roosevelt University
Paralegal Certificate, Banking, Corporate, Finance, and Securities Law, Honors
University of Wisconsin-Madison
Bachelor of Arts (BA), Political Science and Government
Northwestern Mutual 2012 - Present
Thrivent Financial for Lutherans 1989 - 2011
Sumnicht & Associates LLC October 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, 10 Key, Certified Financial..., Personal Financial..., Notary Public, SEC filings, prospectus, Variable Annuities, Fixed Annuities, Mutual Funds, Life Insurance, Legal Research, Lexis, Westlaw, Accounting, Fund Accounting, Legal Compliance, Securities License, Series 65, Securities Exchange Act..., Securities Act of 1933, Securities Regulation, Insurance Law, Insurance Regulatory, Personal Trust..., Legal Writing, Technical Writing, Spanish
Education
College for Financial Planning
CFP®, Financial Planning and Services
Roosevelt University
Paralegal Certificate, Banking, Corporate, Finance, and Securities Law, Honors
University of Wisconsin-Madison
Bachelor of Arts (BA), Political Science and Government
Chris Grise's Northwestern Mutual Experience June 2012 - Present
Job Verizon IT Call Center Support
Industry Information Technology and Services
Experience
Verizon June 2014 - Present
Northwestern Mutual June 2012 - Present
Western Connecticut State University January 2010 - Present
Glen Arbor Golf Club April 2008 - December 2011
Skills
Information Systems..., Stock Market, Customer Relations, Security, Microsoft Office, Team Leadership, Teamwork, Leadership, Microsoft Excel, Analysis, Sales, Windows, Social Networking, Public Speaking, Budgets, Facebook, PowerPoint, Social Media, Research, Marketing, Microsoft Word, Social Media Marketing, SQL, Customer Service, Event Planning, Project Management, Time Management, Data Analysis, Program Management
Education
Western Connecticut State University 2010 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, Junior Standing
Coastal Carolina University 2009 — 2011
None, Computer Science, N/A
Fordham University 2008 — 2009
None
Brookfield High School 2004 — 2008
High School Diploma
Verizon June 2014 - Present
Northwestern Mutual June 2012 - Present
Western Connecticut State University January 2010 - Present
Glen Arbor Golf Club April 2008 - December 2011
Skills
Information Systems..., Stock Market, Customer Relations, Security, Microsoft Office, Team Leadership, Teamwork, Leadership, Microsoft Excel, Analysis, Sales, Windows, Social Networking, Public Speaking, Budgets, Facebook, PowerPoint, Social Media, Research, Marketing, Microsoft Word, Social Media Marketing, SQL, Customer Service, Event Planning, Project Management, Time Management, Data Analysis, Program Management
Education
Western Connecticut State University 2010 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, Junior Standing
Coastal Carolina University 2009 — 2011
None, Computer Science, N/A
Fordham University 2008 — 2009
None
Brookfield High School 2004 — 2008
High School Diploma
Derek Frimpong's Northwestern Mutual Experience May 2011 - December 2011
Job Systems Engineer at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems July 2012 - Present
Northstarexplorers.com June 2011 - December 2014
Apple January 2012 - September 2012
Northwestern Mutual May 2011 - December 2011
Conway Medical Center October 2010 - May 2011
Bank of America April 2010 - September 2010
Deval Patrick Campaign May 2010 - August 2010
Skills
E-commerce, Sales, Small Business, Google Adwords, Google Analytics, Entrepreneurship, Data Center
Education
Heritage High School
Coastal Carolina University 2007 — 2012
Economics
Harvard University 2010 — 2010
Summer Study/Researcher
Yale School of Management 2013 — 2013
Global Pre-MBA Program
Cisco Systems July 2012 - Present
Northstarexplorers.com June 2011 - December 2014
Apple January 2012 - September 2012
Northwestern Mutual May 2011 - December 2011
Conway Medical Center October 2010 - May 2011
Bank of America April 2010 - September 2010
Deval Patrick Campaign May 2010 - August 2010
Skills
E-commerce, Sales, Small Business, Google Adwords, Google Analytics, Entrepreneurship, Data Center
Education
Heritage High School
Coastal Carolina University 2007 — 2012
Economics
Harvard University 2010 — 2010
Summer Study/Researcher
Yale School of Management 2013 — 2013
Global Pre-MBA Program
Clair Ray Clair Ray's Northwestern Mutual Experience December 2001 - July 2002
Job Creative Marketing
Industry Marketing and Advertising
Experience
Clair Ray Creative Marketing & PR March 2011 - Present
The Local Parrot June 2012 - February 2013
Griffin Park 2006 - 2009
Hughes Agency July 2002 - August 2006
Northwestern Mutual December 2001 - July 2002
Raza Dazz January 2001 - July 2002
Urban League August 2001 - December 2001
Skills
Creative Marketing Plans, Social Media Setup and..., Media Placement, Public Relations, Press Communications, Event Planning, Creative Design Programs, Marketing and..., Online PR, Research, Business Development, Wordpress, Marketing Strategies, Buzz and Word of Mouth..., Grass Roots Strategies, Photoshop, Illustrator, Creative Suite, Adobe Creative Suite, Marketing Strategy, Sales, Script writing, Video Direction, Graphic Design, WordPress, Social Media, Marketing, Marketing Communications, Video, Brand Development, Advertising, Social Media Marketing, Market Planning, Email Marketing, Social Networking, Creative Direction, Management
Education
College of Charleston 1996 — 2000
Bachelor of Arts Degree in Communications and Minor in Theater, Communication and Media Studies
Carolina Computer Training
Certification, Graphic Design
Clair Ray Creative Marketing & PR March 2011 - Present
The Local Parrot June 2012 - February 2013
Griffin Park 2006 - 2009
Hughes Agency July 2002 - August 2006
Northwestern Mutual December 2001 - July 2002
Raza Dazz January 2001 - July 2002
Urban League August 2001 - December 2001
Skills
Creative Marketing Plans, Social Media Setup and..., Media Placement, Public Relations, Press Communications, Event Planning, Creative Design Programs, Marketing and..., Online PR, Research, Business Development, Wordpress, Marketing Strategies, Buzz and Word of Mouth..., Grass Roots Strategies, Photoshop, Illustrator, Creative Suite, Adobe Creative Suite, Marketing Strategy, Sales, Script writing, Video Direction, Graphic Design, WordPress, Social Media, Marketing, Marketing Communications, Video, Brand Development, Advertising, Social Media Marketing, Market Planning, Email Marketing, Social Networking, Creative Direction, Management
Education
College of Charleston 1996 — 2000
Bachelor of Arts Degree in Communications and Minor in Theater, Communication and Media Studies
Carolina Computer Training
Certification, Graphic Design
Matt Stewart Matt Stewart's Northwestern Mutual Experience 2012 - Present
Job Northwestern Mutual Financial Representative
Industry Financial Services
Experience
Northwestern Mutual 2012 - Present
The Fox Hill Club April 2011 - March 2012
Cherry Hills Country Club May 2005 - April 2011
Skills
Integrity, Leadership, Effective Listener, Communication, Motivational, Customer Service, Strategic Planning, Building Relationships, Motivational Speaking, Recruiting, Golf, Business Development, Event Planning, Entrepreneurship, Sports, Golf Course Management, Sales, Sports Marketing, Training, Real Estate, Human Resources, Negotiation, New Business Development, Relationship Building, Insurance
Education
Coastal Carolina University 2001 — 2005
BBA, Marketing
Northwestern Mutual 2012 - Present
The Fox Hill Club April 2011 - March 2012
Cherry Hills Country Club May 2005 - April 2011
Skills
Integrity, Leadership, Effective Listener, Communication, Motivational, Customer Service, Strategic Planning, Building Relationships, Motivational Speaking, Recruiting, Golf, Business Development, Event Planning, Entrepreneurship, Sports, Golf Course Management, Sales, Sports Marketing, Training, Real Estate, Human Resources, Negotiation, New Business Development, Relationship Building, Insurance
Education
Coastal Carolina University 2001 — 2005
BBA, Marketing
Andrew Mullinax's Northwestern Mutual Experience September 2012 - February 2013
Job Agent Aspirant at State Farm
Industry Insurance
Experience
State Farm February 2013 - Present
Northwestern Mutual September 2012 - February 2013
Michelin Tire Corporation May 2011 - July 2011
Skills
Analysis, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Cold Calling, Social Media, Social Networking, Public Speaking, Event Planning, Social Media Marketing, Leadership
Education
College of Charleston 2009 — 2013
Business Administration, Management and Operations, Junior
State Farm February 2013 - Present
Northwestern Mutual September 2012 - February 2013
Michelin Tire Corporation May 2011 - July 2011
Skills
Analysis, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Cold Calling, Social Media, Social Networking, Public Speaking, Event Planning, Social Media Marketing, Leadership
Education
College of Charleston 2009 — 2013
Business Administration, Management and Operations, Junior
Diana Dyer Diana Dyer's Northwestern Mutual Experience September 2014 - Present
Job Client Relation Center Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2014 - Present
Northwestern Mutual January 2005 - Present
Standard Insurance Company January 2000 - January 2004
Colonial Life January 1997 - January 2000
Skills
Disability Insurance, Sales, Account Management, Retirement, Mutual Funds, 401k, Retirement Planning, Life Insurance, Series 6, Insurance, Variable Annuities, Employee Benefits, Training, Strategic Financial..., Whole Life, Long-term Care, Finance, Asset Allocation, Estate Planning, Investments, Banking, Fixed Income, Customer Retention, Term Life Insurance, Financial Services, Securities
Education
The American College 2014 — 2016
Chartered Life Underwriter
College for Financial Planning 1986 — 1987
Financial Paraplanner, Financial Planning and Services
Valencia College 1982 — 1984
AS, Computer Science
Northwestern Mutual September 2014 - Present
Northwestern Mutual January 2005 - Present
Standard Insurance Company January 2000 - January 2004
Colonial Life January 1997 - January 2000
Skills
Disability Insurance, Sales, Account Management, Retirement, Mutual Funds, 401k, Retirement Planning, Life Insurance, Series 6, Insurance, Variable Annuities, Employee Benefits, Training, Strategic Financial..., Whole Life, Long-term Care, Finance, Asset Allocation, Estate Planning, Investments, Banking, Fixed Income, Customer Retention, Term Life Insurance, Financial Services, Securities
Education
The American College 2014 — 2016
Chartered Life Underwriter
College for Financial Planning 1986 — 1987
Financial Paraplanner, Financial Planning and Services
Valencia College 1982 — 1984
AS, Computer Science
Gerardo (Jerry) Acosta's Northwestern Mutual Experience 2011 - 2012
Job Executive Team Leader Logistics
Industry Logistics and Supply Chain
Experience
Target 2012 - Present
Northwestern Mutual 2011 - 2012
Skills
Team Management, Operations Management, Team Leadership, Customer Service, Strategic Planning, Partnerships, Communication, Success Driven, Investments, Financial Planning, Disability Insurance, Insurance Planning, Retirement, Retirement Planning
Education
University of Arizona, Eller College of Management 2009 — 2012
Bachelor, Business Managent
Cochise College 2007 — 2009
Associates
University of Arizona
Target 2012 - Present
Northwestern Mutual 2011 - 2012
Skills
Team Management, Operations Management, Team Leadership, Customer Service, Strategic Planning, Partnerships, Communication, Success Driven, Investments, Financial Planning, Disability Insurance, Insurance Planning, Retirement, Retirement Planning
Education
University of Arizona, Eller College of Management 2009 — 2012
Bachelor, Business Managent
Cochise College 2007 — 2009
Associates
University of Arizona
David Giesel's Northwestern Mutual Experience May 2012 - 2013
Job JD '18 Candidate at Wake Forest University School of Law
Industry Insurance
Experience
E/L Ranch May 2014 - August 2015
Kentucky Gentlemen Apparel, LLC August 2012 - October 2014
The University of Louisville Athletic Department May 2013 - August 2013
Northwestern Mutual May 2012 - 2013
Kentucky Country Day School May 2009 - August 2011
Education
Colby College 2011 — 2015
History
Kentucky Country Day School 2007 — 2011
High School Diploma
E/L Ranch May 2014 - August 2015
Kentucky Gentlemen Apparel, LLC August 2012 - October 2014
The University of Louisville Athletic Department May 2013 - August 2013
Northwestern Mutual May 2012 - 2013
Kentucky Country Day School May 2009 - August 2011
Education
Colby College 2011 — 2015
History
Kentucky Country Day School 2007 — 2011
High School Diploma
Patrick Breslin's Northwestern Mutual Experience May 2010 - January 2011
Job Program Manager at Beckett Gas, Inc
Industry Financial Services
Experience
Beckett Gas, Incorporated May 2009 - Present
Northwestern Mutual May 2010 - January 2011
Beckett Gas Inc. May 2009 - May 2010
Skills
Wealth Accumulation, Financial Analysis, Long Term Care Insurance, Microsoft Excel, Life & Health Insurance..., Retirement Planning, Insurance, Roth IRA, Finance, Fixed Annuities, Project Management, MS Project, Trade Shows, Strategic Financial..., Life Insurance, Mutual Funds, Investments, Public Speaking
Education
John Carroll University 2014 — 2016
Master of Business Administration (MBA)
Cleveland State University 2009 — 2011
Undergraduate, Finance
Grace College & Seminary 2008 — 2009
Undergraduate, Finance
Beckett Gas, Incorporated May 2009 - Present
Northwestern Mutual May 2010 - January 2011
Beckett Gas Inc. May 2009 - May 2010
Skills
Wealth Accumulation, Financial Analysis, Long Term Care Insurance, Microsoft Excel, Life & Health Insurance..., Retirement Planning, Insurance, Roth IRA, Finance, Fixed Annuities, Project Management, MS Project, Trade Shows, Strategic Financial..., Life Insurance, Mutual Funds, Investments, Public Speaking
Education
John Carroll University 2014 — 2016
Master of Business Administration (MBA)
Cleveland State University 2009 — 2011
Undergraduate, Finance
Grace College & Seminary 2008 — 2009
Undergraduate, Finance
Corey Hawkins Corey Hawkins's Northwestern Mutual Experience May 2009 - 2010
Job Final Expense Specialist " Providing professional services for Americans"
Industry Financial Services
Experience
Northwestern Mutual May 2009 - 2010
Skills
Microsoft Office, Microsoft Word, Leadership, Customer Service, Microsoft Excel, Public Speaking, PowerPoint, Social Media, Social Networking, Event Planning, Sales, Marketing, Teamwork
Education
Coastal Carolina University 2007 — 2011
Finance, Financial Mathematics
Northwestern Mutual May 2009 - 2010
Skills
Microsoft Office, Microsoft Word, Leadership, Customer Service, Microsoft Excel, Public Speaking, PowerPoint, Social Media, Social Networking, Event Planning, Sales, Marketing, Teamwork
Education
Coastal Carolina University 2007 — 2011
Finance, Financial Mathematics
Michelle McCarthy's Northwestern Mutual Experience June 2011 - July 2011
Job Strategy Analyst at Accenture
Industry Management Consulting
Experience
Accenture January 2015 - Present
OMD USA August 2014 - January 2015
OMD USA July 2013 - August 2014
Colgate University August 2010 - May 2013
Colgate University August 2009 - December 2012
JustFab Inc. May 2012 - July 2012
E! Entertainment Television May 2011 - August 2011
Northwestern Mutual June 2011 - July 2011
Colgate University February 2011 - February 2011
AdoptHelp, Inc. May 2010 - August 2010
Education
Colgate University 2009 — 2013
Bachelor of Arts (BA), English Language and Literature, Spanish Language and Literature, Graduated summa cum laude
Boston University in Madrid 2012 — 2012
Spanish Language and Literature
Chadwick School 2005 — 2009
High School Diploma
Accenture January 2015 - Present
OMD USA August 2014 - January 2015
OMD USA July 2013 - August 2014
Colgate University August 2010 - May 2013
Colgate University August 2009 - December 2012
JustFab Inc. May 2012 - July 2012
E! Entertainment Television May 2011 - August 2011
Northwestern Mutual June 2011 - July 2011
Colgate University February 2011 - February 2011
AdoptHelp, Inc. May 2010 - August 2010
Education
Colgate University 2009 — 2013
Bachelor of Arts (BA), English Language and Literature, Spanish Language and Literature, Graduated summa cum laude
Boston University in Madrid 2012 — 2012
Spanish Language and Literature
Chadwick School 2005 — 2009
High School Diploma
Connor Emmert's Northwestern Mutual Experience May 2014 - December 2014
Job Financial Services Team Associate at Baystate Financial
Industry Financial Services
Experience
Baystate Financial June 2015 - Present
Northwestern Mutual May 2014 - December 2014
Education
Colby College 2011 — 2015
Bachelor of Arts, English
McQuaid Jesuit High School 2007 — 2011
Baystate Financial June 2015 - Present
Northwestern Mutual May 2014 - December 2014
Education
Colby College 2011 — 2015
Bachelor of Arts, English
McQuaid Jesuit High School 2007 — 2011
Jared Pavlik Jared Pavlik's Northwestern Mutual Experience February 2011 - June 2011
Job Research Intern at Avison Young Commercial Real Estate
Industry Maritime
Experience
Avison Young Commercial Real Estate October 2012 - Present
Rivers Edge Marina August 2011 - Present
Enterprise Rent-A-Car May 2011 - January 2012
Northwestern Mutual February 2011 - June 2011
Skills
Line Handling, Small Boat Operations, Customer Service, Finance, Real Estate, Accounting, Boat Operations, Maritime Operations, Maritime Safety
Education
College of Charleston 2010 — 2012
Bachelors of Science, Finance, Senior
Avison Young Commercial Real Estate October 2012 - Present
Rivers Edge Marina August 2011 - Present
Enterprise Rent-A-Car May 2011 - January 2012
Northwestern Mutual February 2011 - June 2011
Skills
Line Handling, Small Boat Operations, Customer Service, Finance, Real Estate, Accounting, Boat Operations, Maritime Operations, Maritime Safety
Education
College of Charleston 2010 — 2012
Bachelors of Science, Finance, Senior
Todd Washburn, CFP Todd Washburn, CFP's Northwestern Mutual Experience February 1999 - February 2001
Job CERTIFIED FINANCIAL PLANNER (tm) PROFESSIONAL
Industry Financial Services
Experience
Todd Washburn Solutions, LLC August 2001 - Present
Northwestern Mutual February 1999 - February 2001
National Instiute of Environmental Health Sciences (NIEHS) October 1988 - February 1999
Education
College for Financial Planning 1994 — 1996
CERTIFIED FINANCIAL PLANNER (TM) license
Hobart and William Smith Colleges 1979 — 1983
Bachelor of Science, Biology
Todd Washburn Solutions, LLC August 2001 - Present
Northwestern Mutual February 1999 - February 2001
National Instiute of Environmental Health Sciences (NIEHS) October 1988 - February 1999
Education
College for Financial Planning 1994 — 1996
CERTIFIED FINANCIAL PLANNER (TM) license
Hobart and William Smith Colleges 1979 — 1983
Bachelor of Science, Biology
Norm Miller CLU, ChFC, CASL, CFP, MSPFP Norm Miller CLU, ChFC, CASL, CFP, MSPFP's Northwestern Mutual Experience November 1977 - Present
Job
Industry Financial Services
Experience
Northwestern Mutual November 1977 - Present
Northwestern Mutual November 1973 - February 1977
Education
College for Financial Planning 2010 — 2012
Masters of Science, Personal Financial Planning, 3.46
Indiana State University 1974 — 1977
BS, Business and Finance
University of Southern Indiana 1974 — 1977
BS, Business
Vincennes University 1972 — 1974
A.S., Automotive Technology
Northwestern Mutual November 1977 - Present
Northwestern Mutual November 1973 - February 1977
Education
College for Financial Planning 2010 — 2012
Masters of Science, Personal Financial Planning, 3.46
Indiana State University 1974 — 1977
BS, Business and Finance
University of Southern Indiana 1974 — 1977
BS, Business
Vincennes University 1972 — 1974
A.S., Automotive Technology
Renn Williams, CRPS Renn Williams, CRPS's Northwestern Mutual Experience November 2003 - August 2004
Job Account Executive, Retirement Services Group at J Smith Lanier & Co.
Industry Financial Services
Experience
J Smith Lanier & Co. March 2007 - Present
Royal Alliance Associates INC August 2004 - Present
Anderson, Williams & Co. August 2004 - March 2007
Northwestern Mutual November 2003 - August 2004
Skills
Investments, Financial Advisory, Retirement, Securities, ERISA, Strategy, Sales, Disability Insurance, Management, Valuation, Retirement Planning
Education
College for Financial Planning 2008 — 2009
Chartered Retirement Plans Specialist Designee, Plan Sales, Design & Administration
Else School of Management, Millsaps College 1999 — 2004
MBA, Business, Economics
J Smith Lanier & Co. March 2007 - Present
Royal Alliance Associates INC August 2004 - Present
Anderson, Williams & Co. August 2004 - March 2007
Northwestern Mutual November 2003 - August 2004
Skills
Investments, Financial Advisory, Retirement, Securities, ERISA, Strategy, Sales, Disability Insurance, Management, Valuation, Retirement Planning
Education
College for Financial Planning 2008 — 2009
Chartered Retirement Plans Specialist Designee, Plan Sales, Design & Administration
Else School of Management, Millsaps College 1999 — 2004
MBA, Business, Economics
Lawson Ballard III Lawson Ballard III's Northwestern Mutual Experience October 2010 - November 2010
Job Teacher at Greenville County Schools
Industry Education Management
Experience
Greenville County Schools September 2014 - Present
Raymond James Morgan Keegan January 2012 - May 2012
Northwestern Mutual October 2010 - November 2010
Maybank Law Firm LLC May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Sales, Social Media, Public Speaking, Social Media Marketing, Event Planning, Microsoft Word
Education
University of South Carolina-Columbia 2013 — 2014
M.A.T, Social Studies, Secondary Education
College of Charleston 2006 — 2010
Bachelor of Arts, Political Science
Greenville County Schools September 2014 - Present
Raymond James Morgan Keegan January 2012 - May 2012
Northwestern Mutual October 2010 - November 2010
Maybank Law Firm LLC May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Sales, Social Media, Public Speaking, Social Media Marketing, Event Planning, Microsoft Word
Education
University of South Carolina-Columbia 2013 — 2014
M.A.T, Social Studies, Secondary Education
College of Charleston 2006 — 2010
Bachelor of Arts, Political Science
Thomas Arden Thomas Arden's Northwestern Mutual Experience August 1991 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual August 1991 - Present
Education
College for Financial Planning 1988 — 1991
CFP, Certified Financial Planning Designation
Florida Institute of Technology 1981 — 1984
M.B.A, Business
University of South Florida 1977 — 1979
B.A., Finance
Middlesex Community College 1973 — 1976
A.S., Marketing
Northwestern Mutual August 1991 - Present
Education
College for Financial Planning 1988 — 1991
CFP, Certified Financial Planning Designation
Florida Institute of Technology 1981 — 1984
M.B.A, Business
University of South Florida 1977 — 1979
B.A., Finance
Middlesex Community College 1973 — 1976
A.S., Marketing
Jessica L Castellano Jessica L Castellano's Northwestern Mutual Experience June 2011 - August 2015
Job Co Owner at Supplement Haven
Industry Financial Services
Experience
Supplement Haven LLC. May 2015 - Present
Northwestern Mutual June 2011 - August 2015
KeyBank October 2008 - June 2011
KeyCorp July 2007 - October 2008
Cleveland Clinic Homecare 2004 - 2007
Skills
College Recruiting, Recruiting, Leadership, Training, Coaching, Sales, Networking, Development Coaching, Process Improvement, Onboarding, Microsoft Office, Applicant Tracking..., Cold Calling, Employee Relations, Succession Planning, Resume Writing, Talent Acquisition, Employee Benefits, PeopleSoft, Executive Search, Time Management, Human Resources, Interviews, Management, Finance, Internet Recruiting, Hiring, Sourcing
Education
Cleveland State University 2003 — 2005
Sociology/ Criminology, Criminal Justice
University of Mount Union 2001 — 2003
Sociology
Normandy High School 1998 — 2001
Supplement Haven LLC. May 2015 - Present
Northwestern Mutual June 2011 - August 2015
KeyBank October 2008 - June 2011
KeyCorp July 2007 - October 2008
Cleveland Clinic Homecare 2004 - 2007
Skills
College Recruiting, Recruiting, Leadership, Training, Coaching, Sales, Networking, Development Coaching, Process Improvement, Onboarding, Microsoft Office, Applicant Tracking..., Cold Calling, Employee Relations, Succession Planning, Resume Writing, Talent Acquisition, Employee Benefits, PeopleSoft, Executive Search, Time Management, Human Resources, Interviews, Management, Finance, Internet Recruiting, Hiring, Sourcing
Education
Cleveland State University 2003 — 2005
Sociology/ Criminology, Criminal Justice
University of Mount Union 2001 — 2003
Sociology
Normandy High School 1998 — 2001
Todd Turcotte's Northwestern Mutual Experience August 2006 - February 2007
Job Norwalk's # 1 Real Estate Agent
Industry Real Estate
Experience
Milligan Realty.com 2008 - Present
Northwestern Mutual August 2006 - February 2007
Skills
Investors, Landlords, Sellers, Short Sales, Buyers, First Time Home Buyers, Renters, Property Management, Property Analysis, Real Estate Consulting, Marketing, Advertising, Property, Refinance, Referrals, Real Estate Transactions, Investment Properties, Commercial Real Estate, Real Estate Development, Brokerage, FHA, New Home Sales, Mortgage Lending, Residential Homes, Leases, Real Estate, Buyer Representation, Selling, Sales, Residential Mortgages, Disposition, Foreclosures, Mortgage Banking, Negotiation, Real Estate Economics, Listings, REO, Investments, Relocation, Condos, Small Business, Contract Negotiation, Finance, Rentals, Single Family Homes, Underwriting, Apartments, Asset Management
Education
College of Charleston 2005 — 2008
Business Administration
Milligan Realty.com 2008 - Present
Northwestern Mutual August 2006 - February 2007
Skills
Investors, Landlords, Sellers, Short Sales, Buyers, First Time Home Buyers, Renters, Property Management, Property Analysis, Real Estate Consulting, Marketing, Advertising, Property, Refinance, Referrals, Real Estate Transactions, Investment Properties, Commercial Real Estate, Real Estate Development, Brokerage, FHA, New Home Sales, Mortgage Lending, Residential Homes, Leases, Real Estate, Buyer Representation, Selling, Sales, Residential Mortgages, Disposition, Foreclosures, Mortgage Banking, Negotiation, Real Estate Economics, Listings, REO, Investments, Relocation, Condos, Small Business, Contract Negotiation, Finance, Rentals, Single Family Homes, Underwriting, Apartments, Asset Management
Education
College of Charleston 2005 — 2008
Business Administration
Peter Au Peter Au's Northwestern Mutual Experience April 2014 - July 2014
Job Financial Advisor/Senior Managing Partner at Sky Capital Financial Group
Industry Financial Services
Experience
Sky Capital Financial Group August 2014 - Present
MassMutual Greater Long Island July 2014 - Present
Northwestern Mutual April 2014 - July 2014
Skills
Management Consulting, Risk Management, Strategy, Business Strategy, Strategic Planning, Business Intelligence, Business Development, Policy, Banking, Management, Negotiation, Team Building, Customer Service, Retirement Planning, Public Speaking, Financial Services, Finance, Research, Investments, Estate Planning, Analysis
Education
Colgate University
Bachelor's Degree, Physics
Polytechnic University
Master's Degree, Computer Science
Sky Capital Financial Group August 2014 - Present
MassMutual Greater Long Island July 2014 - Present
Northwestern Mutual April 2014 - July 2014
Skills
Management Consulting, Risk Management, Strategy, Business Strategy, Strategic Planning, Business Intelligence, Business Development, Policy, Banking, Management, Negotiation, Team Building, Customer Service, Retirement Planning, Public Speaking, Financial Services, Finance, Research, Investments, Estate Planning, Analysis
Education
Colgate University
Bachelor's Degree, Physics
Polytechnic University
Master's Degree, Computer Science
Brian Hunter Brian Hunter's Northwestern Mutual Experience August 2012 - March 2015
Job Small Business Consultant at ADP
Industry Financial Services
Experience
ADP April 2015 - Present
Northwestern Mutual August 2012 - March 2015
Select Services September 2009 - July 2012
Sights Advertising September 2011 - December 2011
Branch Brook Co LLC Namcopool May 2011 - August 2011
Skills
Marketing, Life Insurance, Disability Insurance, Strategic Financial..., Estate Planning, Business Planning, Employee Benefits, Retirement Planning, Long Term Care Insurance, Marketing Research, Investments, Insurance, Customer Service, Finance, Financial Analysis, Wealth Management
Education
Coastal Carolina University 2008 — 2012
Bachelor of Science in Business Administration
Morris Catholic High School 2004 — 2008
ADP April 2015 - Present
Northwestern Mutual August 2012 - March 2015
Select Services September 2009 - July 2012
Sights Advertising September 2011 - December 2011
Branch Brook Co LLC Namcopool May 2011 - August 2011
Skills
Marketing, Life Insurance, Disability Insurance, Strategic Financial..., Estate Planning, Business Planning, Employee Benefits, Retirement Planning, Long Term Care Insurance, Marketing Research, Investments, Insurance, Customer Service, Finance, Financial Analysis, Wealth Management
Education
Coastal Carolina University 2008 — 2012
Bachelor of Science in Business Administration
Morris Catholic High School 2004 — 2008
Jace Roberts's Northwestern Mutual Experience June 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Northwestern Mutual December 2014 - May 2015
RuffaloCODY December 2013 - December 2014
Polo Ralph Lauren October 2010 - May 2012
Skills
Financial Services, Income Protection, Financial Risk..., Communication, Finance, Investment Banking, Microsoft Office, Microsoft Excel, Sales, Teamwork, Leadership, Microsoft Word, Microsoft PowerPoint, Marketing, Public Speaking, Team Leadership, Customer Service, PowerPoint, Prezi, Minitab, Social Media Marketing, Python
Education
Coe College 2012 — 2016
Bachelor's degree, Business Administration and Public Relations, Senior
Northwestern Mutual June 2015 - Present
Northwestern Mutual December 2014 - May 2015
RuffaloCODY December 2013 - December 2014
Polo Ralph Lauren October 2010 - May 2012
Skills
Financial Services, Income Protection, Financial Risk..., Communication, Finance, Investment Banking, Microsoft Office, Microsoft Excel, Sales, Teamwork, Leadership, Microsoft Word, Microsoft PowerPoint, Marketing, Public Speaking, Team Leadership, Customer Service, PowerPoint, Prezi, Minitab, Social Media Marketing, Python
Education
Coe College 2012 — 2016
Bachelor's degree, Business Administration and Public Relations, Senior
James Cimino James Cimino's Northwestern Mutual Experience June 2014 - August 2014
Job Consulting Intern at BESLER Consulting
Industry Financial Services
Experience
BESLER Consulting May 2015 - Present
Northwestern Mutual June 2014 - August 2014
The Valerie Fund January 2013 - August 2013
Skills
Social Media, Marketing, Public Speaking, Customer Service, Leadership, Social Networking, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Time Management
Education
College of Charleston 2012 — 2016
Finance, General
BESLER Consulting May 2015 - Present
Northwestern Mutual June 2014 - August 2014
The Valerie Fund January 2013 - August 2013
Skills
Social Media, Marketing, Public Speaking, Customer Service, Leadership, Social Networking, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Time Management
Education
College of Charleston 2012 — 2016
Finance, General
Dan Burling Dan Burling's Northwestern Mutual Experience January 1995 - December 2000
Job Realtor, Flamingo Group, Keller Williams Realty
Industry Real Estate
Experience
Mutual of America May 2001 - September 2012
Northwestern Mutual January 1995 - December 2000
Skills
Sales Process, 401k, Disability Insurance, Employee Benefits, New Business Development, Risk Management, Real Estate, Retirement, Small Business, Retirement Planning, Sales, Leadership, Business Planning, Financial Services, Fixed Annuities, IRAs, Insurance, Investments, Series 63, Training
Education
College for Financial Planning
CFP, Certified Financial Planner
Wartburg College
B.A. Business Administration
Mutual of America May 2001 - September 2012
Northwestern Mutual January 1995 - December 2000
Skills
Sales Process, 401k, Disability Insurance, Employee Benefits, New Business Development, Risk Management, Real Estate, Retirement, Small Business, Retirement Planning, Sales, Leadership, Business Planning, Financial Services, Fixed Annuities, IRAs, Insurance, Investments, Series 63, Training
Education
College for Financial Planning
CFP, Certified Financial Planner
Wartburg College
B.A. Business Administration
Brian Newman's Northwestern Mutual Experience June 2009 - November 2011
Job Owner at Eastern Roof Technologies
Industry Construction
Experience
Eastern Roof Technologies December 2011 - Present
Northwestern Mutual June 2009 - November 2011
Newman Insurance Associates, Inc. July 1999 - February 2007
Skills
Renovation, Construction, Contractors, Bathrooms, Residential Homes, Custom Homes, Construction Management, Decks, Flooring, Small Business, Basements, Restoration, Cabinetry, New Business Development, Carpentry, Siding, Entrepreneurship, Drywall, Tiles, Green Building, Gutters, Roofs, Roofers
Education
College of Charleston 1990 — 1992
Bachelor of Business Administration (B.B.A.)
United States Air Force Academy 1988 — 1990
Eastern Roof Technologies December 2011 - Present
Northwestern Mutual June 2009 - November 2011
Newman Insurance Associates, Inc. July 1999 - February 2007
Skills
Renovation, Construction, Contractors, Bathrooms, Residential Homes, Custom Homes, Construction Management, Decks, Flooring, Small Business, Basements, Restoration, Cabinetry, New Business Development, Carpentry, Siding, Entrepreneurship, Drywall, Tiles, Green Building, Gutters, Roofs, Roofers
Education
College of Charleston 1990 — 1992
Bachelor of Business Administration (B.B.A.)
United States Air Force Academy 1988 — 1990
Kenneth Luu Kenneth Luu's Northwestern Mutual Experience April 2009 - December 2010
Job Captain
Industry Information Technology and Services
Experience
United States Army February 2006 - Present
Northwestern Mutual April 2009 - December 2010
Skills
Strategic Planning, Sales Management, Leadership, Team Building, Project Planning, Time Management, Social Media, Marketing Strategy, Leadership Development, Sales, Microsoft Excel, Analysis, Program Management, PowerPoint
Education
University of South Florida 2015 — 2016
Bachelor's degree, Accounting
University of South Florida 2007 — 2009
Bachelor's degree, History
Cochise College 2006 — 2006
Associate's degree, Military Intelligence, Command Control and Information Operations
United States Army February 2006 - Present
Northwestern Mutual April 2009 - December 2010
Skills
Strategic Planning, Sales Management, Leadership, Team Building, Project Planning, Time Management, Social Media, Marketing Strategy, Leadership Development, Sales, Microsoft Excel, Analysis, Program Management, PowerPoint
Education
University of South Florida 2015 — 2016
Bachelor's degree, Accounting
University of South Florida 2007 — 2009
Bachelor's degree, History
Cochise College 2006 — 2006
Associate's degree, Military Intelligence, Command Control and Information Operations
Peter Degnan Peter Degnan's Northwestern Mutual Experience March 2008 - September 2008
Job Home Inspector
Industry Consumer Services
Experience
Reilly Group March 2010 - Present
House of Fins November 2008 - August 2009
Northwestern Mutual March 2008 - September 2008
United States Army May 1999 - May 2007
Coastal Carolina University December 2005 - May 2006
Education
Coastal Carolina University 2003 — 2007
Bachelor of Science, Marine Science
US Army Engineer School
Reilly Group March 2010 - Present
House of Fins November 2008 - August 2009
Northwestern Mutual March 2008 - September 2008
United States Army May 1999 - May 2007
Coastal Carolina University December 2005 - May 2006
Education
Coastal Carolina University 2003 — 2007
Bachelor of Science, Marine Science
US Army Engineer School
Damon Phelan Damon Phelan's Northwestern Mutual Experience January 2008 - July 2012
Job General Agent at Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group August 2013 - Present
MassMutual Financial Group July 2012 - July 2013
Northwestern Mutual January 2008 - July 2012
Northwestern Mutual June 2000 - January 2008
Northwestern Mutual January 1997 - June 2000
Northwestern Mutual June 1989 - January 1997
Skills
Damon's Secrurities..., Disability Insurance, Public Speaking, Insurance, Fixed Annuities, Strategic Financial..., Estate Planning, Retirement Planning, Investments, Series 7, Social Networking, Series 63, Life Insurance, Mutual Funds, Long-term Care, Retirement
Education
Colgate University 1985 — 1989
Bachelor of Arts (B.A.), History
MassMutual Financial Group August 2013 - Present
MassMutual Financial Group July 2012 - July 2013
Northwestern Mutual January 2008 - July 2012
Northwestern Mutual June 2000 - January 2008
Northwestern Mutual January 1997 - June 2000
Northwestern Mutual June 1989 - January 1997
Skills
Damon's Secrurities..., Disability Insurance, Public Speaking, Insurance, Fixed Annuities, Strategic Financial..., Estate Planning, Retirement Planning, Investments, Series 7, Social Networking, Series 63, Life Insurance, Mutual Funds, Long-term Care, Retirement
Education
Colgate University 1985 — 1989
Bachelor of Arts (B.A.), History
Carson Phillips-Spotts Carson Phillips-Spotts's Northwestern Mutual Experience 2011 - 2011
Job Summer Associate at Johnson, Webbert & Young, LLP
Industry Legal Services
Experience
Johnson, Webbert & Young, LLP May 2014 - Present
Maine Law 2013 - 2014
Maine Law 2013 - 2014
Latin American Association August 2011 - August 2013
Northwestern Mutual 2011 - 2011
Care USA July 2009 - August 2009
Turner Broadcasting May 2007 - July 2007
Turner Broadcasting May 2006 - July 2006
Skills
Editing, PowerPoint, Research, Spanish, Legal Writing, Public Speaking, Video Production, Community Outreach, Nonprofits, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Maine School of Law 2013 — 2016
Juris Doctor
Colby College 2007 — 2011
Colby College
Grady High
Grady High
Grady High School
Johnson, Webbert & Young, LLP May 2014 - Present
Maine Law 2013 - 2014
Maine Law 2013 - 2014
Latin American Association August 2011 - August 2013
Northwestern Mutual 2011 - 2011
Care USA July 2009 - August 2009
Turner Broadcasting May 2007 - July 2007
Turner Broadcasting May 2006 - July 2006
Skills
Editing, PowerPoint, Research, Spanish, Legal Writing, Public Speaking, Video Production, Community Outreach, Nonprofits, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Maine School of Law 2013 — 2016
Juris Doctor
Colby College 2007 — 2011
Colby College
Grady High
Grady High
Grady High School
Josh Palivoda Josh Palivoda's Northwestern Mutual Experience 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry
Experience
Northwestern Mutual 2015 - Present
Tyco Integrated Security 2014 - 2015
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Windows, English, Research, Teaching, Lead Generation, Sales Operations, Training, Management, Selling, Sales
Education
Cleveland State University 2007 — 2012
Bachelor's Degree, Communication
Marysville high school 2004 — 2007
Northwestern Mutual 2015 - Present
Tyco Integrated Security 2014 - 2015
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Windows, English, Research, Teaching, Lead Generation, Sales Operations, Training, Management, Selling, Sales
Education
Cleveland State University 2007 — 2012
Bachelor's Degree, Communication
Marysville high school 2004 — 2007
Erin Nieschulz Da Cruz's Northwestern Mutual Experience February 2013 - September 2013
Job OwnerOperator of Pure Performance LLC
Industry Financial Services
Experience
Pure Performance LLC August 2010 - Present
DA CRUZ SERVICES LLC July 2009 - Present
Northwestern Mutual February 2013 - September 2013
USAA Financial Planning Services March 2007 - January 2011
USAA August 2006 - March 2007
USAA Property and Casualty January 2003 - August 2006
Skills
Fixed Annuities, Insurance, Retirement, IRAs, Life Insurance, Series 7, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Mutual Funds, QuickBooks, Series 63, Series 65, Finance, Securities, Wealth Management, Banking, Retirement Planning, Small Business, Investments, Financial Planners, Estate Planning, 401k, Strategic Financial..., Disability Insurance, Wealth, Long-term Care, Financial Services, Portfolio Management, Term Life Insurance, Long Term Care Insurance, Asset Management, High Net Worth..., Wealth Accumulation, Personal Finance, Investment Management, FINRA, Alternative Investments, Bonds, Equities, Wealth Management..., Roth IRA, Financial Planning, Leadership, Management, Strategic Planning, Team Building, Orchestral Music, Violin
Education
Arizona State University 2008 — 2013
Bachelor of Science (B.S.), Finance, General
College for Financial Planning 2009 — 2010
Accredited Asset Management Specialist, AAMS
FINRA 2006 — 2007
Series 7 and 66 Securities Licenses, Series 7and 66 Securities Licenses
Phoenix Symphony Guild Orchestra 1994 — 2000
Concert-Mistress, 1st Violins
Pure Performance LLC August 2010 - Present
DA CRUZ SERVICES LLC July 2009 - Present
Northwestern Mutual February 2013 - September 2013
USAA Financial Planning Services March 2007 - January 2011
USAA August 2006 - March 2007
USAA Property and Casualty January 2003 - August 2006
Skills
Fixed Annuities, Insurance, Retirement, IRAs, Life Insurance, Series 7, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Mutual Funds, QuickBooks, Series 63, Series 65, Finance, Securities, Wealth Management, Banking, Retirement Planning, Small Business, Investments, Financial Planners, Estate Planning, 401k, Strategic Financial..., Disability Insurance, Wealth, Long-term Care, Financial Services, Portfolio Management, Term Life Insurance, Long Term Care Insurance, Asset Management, High Net Worth..., Wealth Accumulation, Personal Finance, Investment Management, FINRA, Alternative Investments, Bonds, Equities, Wealth Management..., Roth IRA, Financial Planning, Leadership, Management, Strategic Planning, Team Building, Orchestral Music, Violin
Education
Arizona State University 2008 — 2013
Bachelor of Science (B.S.), Finance, General
College for Financial Planning 2009 — 2010
Accredited Asset Management Specialist, AAMS
FINRA 2006 — 2007
Series 7 and 66 Securities Licenses, Series 7and 66 Securities Licenses
Phoenix Symphony Guild Orchestra 1994 — 2000
Concert-Mistress, 1st Violins
Matt Bartolotta Matt Bartolotta's Northwestern Mutual Experience April 2006 - October 2007
Job Sales Manager Inertial Navigation Systems & Integrated Cockpit Display Systems
Industry Aviation & Aerospace
Experience
Sagem Avionics August 2011 - Present
Sagem Avionics, LLC August 2011 - Present
AirSure Limited December 2007 - July 2010
Northwestern Mutual April 2006 - October 2007
Skills
Customer Service, Aviation, Sales, New Business Development, Leadership, Program Management, Contract Negotiation, Cross-functional Team..., Strategic Planning, Process Improvement, Team Building, Team Leadership, Management, Operations Management, Account Management, Business Development
Education
College of Charleston 2000 — 2003
Bachelor of Arts, Communications
College of Charleston
Bachelor's Degree, Communications
Sagem Avionics August 2011 - Present
Sagem Avionics, LLC August 2011 - Present
AirSure Limited December 2007 - July 2010
Northwestern Mutual April 2006 - October 2007
Skills
Customer Service, Aviation, Sales, New Business Development, Leadership, Program Management, Contract Negotiation, Cross-functional Team..., Strategic Planning, Process Improvement, Team Building, Team Leadership, Management, Operations Management, Account Management, Business Development
Education
College of Charleston 2000 — 2003
Bachelor of Arts, Communications
College of Charleston
Bachelor's Degree, Communications
Kelcey Fischer Kelcey Fischer's Northwestern Mutual Experience June 2015 - Present
Job
Industry
Experience
Avon High School July 2015 - Present
Northwestern Mutual June 2015 - Present
Studio Floral April 2013 - Present
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Leadership, Microsoft Excel, Time Management, Event Planning, Social Networking, Social Media
Education
Cleveland State University 2015 — 2016
Master of Science (MS), Health Services/Allied Health/Health Sciences, General
Cleveland State University 2011 — 2014
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
Normandy High School 2007 — 2011
Avon High School July 2015 - Present
Northwestern Mutual June 2015 - Present
Studio Floral April 2013 - Present
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Leadership, Microsoft Excel, Time Management, Event Planning, Social Networking, Social Media
Education
Cleveland State University 2015 — 2016
Master of Science (MS), Health Services/Allied Health/Health Sciences, General
Cleveland State University 2011 — 2014
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
Normandy High School 2007 — 2011
Ray Allieri Ray Allieri's Northwestern Mutual Experience June 2012 - August 2012
Job Sales Associate at Level 3 Communications
Industry Telecommunications
Experience
Level 3 Communications July 2015 - Present
GQR Global Markets August 2014 - May 2015
Colgate University January 2013 - May 2014
The Glover Park Group June 2013 - August 2013
Northwestern Mutual June 2012 - August 2012
Skills
Microsoft Office, Leadership, Facebook, Social Media, Trading, Microsoft Excel, Public Speaking, PowerPoint, Equities, Quantitative Analytics, Recruiting, Financial Modeling, Investments, Finance, Event Planning, Valuation, Training, Talent Acquisition, Derivatives, Sales, Telecommunications, Research, Structuring, Salesforce.com
Education
Colgate University 2010 — 2014
Bachelor’s Degree, History
The Belmont Hill School
High School Diploma
Level 3 Communications July 2015 - Present
GQR Global Markets August 2014 - May 2015
Colgate University January 2013 - May 2014
The Glover Park Group June 2013 - August 2013
Northwestern Mutual June 2012 - August 2012
Skills
Microsoft Office, Leadership, Facebook, Social Media, Trading, Microsoft Excel, Public Speaking, PowerPoint, Equities, Quantitative Analytics, Recruiting, Financial Modeling, Investments, Finance, Event Planning, Valuation, Training, Talent Acquisition, Derivatives, Sales, Telecommunications, Research, Structuring, Salesforce.com
Education
Colgate University 2010 — 2014
Bachelor’s Degree, History
The Belmont Hill School
High School Diploma
Margaret Jacobson's Northwestern Mutual Experience May 2009 - September 2009
Job Graduate Research Fellow at National Science Foundation
Industry Research
Experience
National Science Foundation March 2015 - Present
Indiana University August 2014 - August 2015
Federal Reserve Bank of Cleveland February 2011 - June 2014
Barley Snyder LLC May 2010 - February 2011
Northwestern Mutual May 2009 - September 2009
Skills
Stata, Excel, Bloomberg, Economics, Econometrics, SAS
Education
Indiana University Bloomington 2014 — 2019
Doctor of Philosophy (Ph.D.), Economics
Cleveland State University 2011 — 2013
Post Bac, Mathematics, 3.92/4.0
Oberlin College 2007 — 2011
BA, Economics, French, 3.67/4.00
Institut d'Etudes politiques de Paris 2010 — 2010
Exchange, International Politics, Economics
National Science Foundation March 2015 - Present
Indiana University August 2014 - August 2015
Federal Reserve Bank of Cleveland February 2011 - June 2014
Barley Snyder LLC May 2010 - February 2011
Northwestern Mutual May 2009 - September 2009
Skills
Stata, Excel, Bloomberg, Economics, Econometrics, SAS
Education
Indiana University Bloomington 2014 — 2019
Doctor of Philosophy (Ph.D.), Economics
Cleveland State University 2011 — 2013
Post Bac, Mathematics, 3.92/4.0
Oberlin College 2007 — 2011
BA, Economics, French, 3.67/4.00
Institut d'Etudes politiques de Paris 2010 — 2010
Exchange, International Politics, Economics
Kingsley Kordie's Northwestern Mutual Experience August 2006 - November 2007
Job Software Development, Custom Mobile Apps
Industry Information Technology and Services
Experience
Kingkos Group April 2010 - Present
App Africa GH, FirstImpressionsGH January 2012 - Present
Grant Thornton LLP October 2010 - June 2012
Bloomberg January 2009 - January 2010
Northwestern Mutual August 2006 - November 2007
Skills
Financial Modeling, Private Equity, Due Diligence, Corporate Finance, Financial Services, Investments, Equity Research, Risk Management, Business Strategy, Credit, Start-ups, Alternative Investments, Management Consulting, Business Planning, Customer Service
Education
Colgate University
Notheastern University 2014 — 2016
Master of Business Administration (MBA), International Business
Kingkos Group April 2010 - Present
App Africa GH, FirstImpressionsGH January 2012 - Present
Grant Thornton LLP October 2010 - June 2012
Bloomberg January 2009 - January 2010
Northwestern Mutual August 2006 - November 2007
Skills
Financial Modeling, Private Equity, Due Diligence, Corporate Finance, Financial Services, Investments, Equity Research, Risk Management, Business Strategy, Credit, Start-ups, Alternative Investments, Management Consulting, Business Planning, Customer Service
Education
Colgate University
Notheastern University 2014 — 2016
Master of Business Administration (MBA), International Business
Michael Vendituoli, CLTC Michael Vendituoli, CLTC's Northwestern Mutual Experience July 1999 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual July 1999 - Present
Skills
Long Term Care, Disability Insurance, Retirement Planning, Estate Planning, Annuities, IRA's, Retirement, Investments, Roth IRA, Insurance Planning, Special Needs Planning
Education
Coastal Carolina University 1995 — 1999
BS, Business
Mt Hope High School 1991 — 1995
Northwestern Mutual July 1999 - Present
Skills
Long Term Care, Disability Insurance, Retirement Planning, Estate Planning, Annuities, IRA's, Retirement, Investments, Roth IRA, Insurance Planning, Special Needs Planning
Education
Coastal Carolina University 1995 — 1999
BS, Business
Mt Hope High School 1991 — 1995
Ayana Clark's Northwestern Mutual Experience January 2014 - January 2015
Job Client Accounts Analyst at Holland & Knight LLP
Industry Legal Services
Experience
Holland & Knight LLP February 2015 - Present
Northwestern Mutual January 2014 - January 2015
Northwestern Mutual May 2013 - January 2015
Kaplan Test Prep and Admissions January 2013 - August 2014
Aeropostale June 2010 - December 2011
College of Central Florida May 2010 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, International Relations, Political Science, Biology, Higher Education, Recruiting, Sales, Program Management, Social Networking, Event Planning, Facebook, Leadership, Fundraising, Coaching, Staff Development, Team Building, Finance, Training, Community Outreach, Social Media
Education
University of South Florida 2012 — 2014
Bachelor's Degree, International Relations and Affairs, Magna Cum Laude
College of Central Florida 2010 — 2011
Associate's Degree, Biology, General, High Honors -Community of Scholars Graduate
Holland & Knight LLP February 2015 - Present
Northwestern Mutual January 2014 - January 2015
Northwestern Mutual May 2013 - January 2015
Kaplan Test Prep and Admissions January 2013 - August 2014
Aeropostale June 2010 - December 2011
College of Central Florida May 2010 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, International Relations, Political Science, Biology, Higher Education, Recruiting, Sales, Program Management, Social Networking, Event Planning, Facebook, Leadership, Fundraising, Coaching, Staff Development, Team Building, Finance, Training, Community Outreach, Social Media
Education
University of South Florida 2012 — 2014
Bachelor's Degree, International Relations and Affairs, Magna Cum Laude
College of Central Florida 2010 — 2011
Associate's Degree, Biology, General, High Honors -Community of Scholars Graduate
Alexander Berman Alexander Berman's Northwestern Mutual Experience September 2014 - December 2014
Job Real Estate Investment Intern at Arthur Ravenel Jr. Company
Industry
Experience
Arthur Ravenel Jr. Company August 2015 - Present
College of Charleston School of Business Investment Society May 2015 - Present
Tomorrow World January 2015 - Present
Circuit Court of Anne Arundel County June 2015 - August 2015
Over Under Clothing Company March 2013 - February 2015
Northwestern Mutual September 2014 - December 2014
Life in Color May 2013 - September 2013
Bay Ridge Snacks May 2012 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Public Speaking, Teamwork, Research, Event Planning, Facebook, Public Relations, Leadership, Marketing, Social Networking
Education
College of Charleston 2012 — 2016
Bachelor's Degree, Finance
Annapolis Senior High School 2008 — 2012
Arthur Ravenel Jr. Company August 2015 - Present
College of Charleston School of Business Investment Society May 2015 - Present
Tomorrow World January 2015 - Present
Circuit Court of Anne Arundel County June 2015 - August 2015
Over Under Clothing Company March 2013 - February 2015
Northwestern Mutual September 2014 - December 2014
Life in Color May 2013 - September 2013
Bay Ridge Snacks May 2012 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Public Speaking, Teamwork, Research, Event Planning, Facebook, Public Relations, Leadership, Marketing, Social Networking
Education
College of Charleston 2012 — 2016
Bachelor's Degree, Finance
Annapolis Senior High School 2008 — 2012
Isaiah Jones's Northwestern Mutual Experience June 2013 - April 2014
Job I am striving for unfathomable greatness of my own.
Industry Restaurants
Experience
Mahogany Prime Steakhouse December 2013 - Present
American Fidelity June 2014 - January 2015
Chesapeake Energy April 2014 - May 2014
Northwestern Mutual June 2013 - April 2014
Outback Steakhouse January 2011 - May 2013
Education
Oklahoma Christian University 2014 — 2015
Master of Business Administration (MBA), Marketing, 3.7
University of Central Oklahoma - College of Business Administration 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Mahogany Prime Steakhouse December 2013 - Present
American Fidelity June 2014 - January 2015
Chesapeake Energy April 2014 - May 2014
Northwestern Mutual June 2013 - April 2014
Outback Steakhouse January 2011 - May 2013
Education
Oklahoma Christian University 2014 — 2015
Master of Business Administration (MBA), Marketing, 3.7
University of Central Oklahoma - College of Business Administration 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Jacob Osborn Jacob Osborn's Northwestern Mutual Experience January 2013 - December 2013
Job Admission Counselor at Coe College
Industry Staffing and Recruiting
Experience
Coe College July 2015 - Present
Elmcrest Country Club September 2013 - July 2015
Eagle Market Makers May 2014 - August 2014
Northwestern Mutual January 2013 - December 2013
Skills
College Recruiting, Customer Service, Event Planning, Finance, Financial Analysis, Fundraising, Investments, Leadership, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Sales, Social Media, Social Networking, Strategic Financial..., Time Management, Recruiting, Market Research
Education
Coe College 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Coe College July 2015 - Present
Elmcrest Country Club September 2013 - July 2015
Eagle Market Makers May 2014 - August 2014
Northwestern Mutual January 2013 - December 2013
Skills
College Recruiting, Customer Service, Event Planning, Finance, Financial Analysis, Fundraising, Investments, Leadership, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Sales, Social Media, Social Networking, Strategic Financial..., Time Management, Recruiting, Market Research
Education
Coe College 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Tyler Ringrose's Northwestern Mutual Experience May 2013 - September 2014
Job Director of Sales and Marketing at Peter·Blair
Industry Retail
Experience
Peter·Blair Accessories, Ltd. June 2015 - Present
Diversitec September 2014 - May 2015
Northwestern Mutual May 2013 - September 2014
Long & Foster Realtors June 2010 - May 2013
First Investors Corporation May 2012 - August 2012
BK Martin, Inc. May 2011 - November 2011
New Direction Publishing LLC February 2006 - December 2008
WRIC ABC Channel 8 NEWS March 2008 - March 2008
Education
Virginia Commonwealth University 2010 — 2014
Bachelor's Degree
Coastal Carolina University 2009 — 2010
Trinity Episcopal High School 2005 — 2009
High School
Peter·Blair Accessories, Ltd. June 2015 - Present
Diversitec September 2014 - May 2015
Northwestern Mutual May 2013 - September 2014
Long & Foster Realtors June 2010 - May 2013
First Investors Corporation May 2012 - August 2012
BK Martin, Inc. May 2011 - November 2011
New Direction Publishing LLC February 2006 - December 2008
WRIC ABC Channel 8 NEWS March 2008 - March 2008
Education
Virginia Commonwealth University 2010 — 2014
Bachelor's Degree
Coastal Carolina University 2009 — 2010
Trinity Episcopal High School 2005 — 2009
High School
Ben Graumann Ben Graumann's Northwestern Mutual Experience February 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
Task Force Falcon, Operation Joint Guardian, KFOR 17, 525th Battlefield Surveillance Brigade February 2013 - March 2014
Army National Guard 2004 - 2014
Army National Guard 2004 - 2014
California Army National Guard, 100th Troop Command September 2012 - February 2013
California State Honor Guard, Team 3 August 2008 - September 2012
California State Honor Guard August 2004 - July 2008
Skills
Military, Army, Security Clearance, Leadership, Military Experience, Military Operations, Intelligence, HUMINT, Force Protection, Command, Intelligence Analysis, Security Operations, Military Training, Reconnaissance, Operational Planning, Weapons, Insurance, Life Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Investments, IRAs, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401k, 401k Rollovers, 403 b, 457 Plans, 529 Plans, Annuity Sales
Education
Cochise College 2011 — 2011
Associate of Arts (A.A.), Military Strategic Intelligence
The Master's College 2002 — 2006
Bachelor of Arts (B.A.), Music Performance, General
Air Assault
Northwestern Mutual February 2015 - Present
Task Force Falcon, Operation Joint Guardian, KFOR 17, 525th Battlefield Surveillance Brigade February 2013 - March 2014
Army National Guard 2004 - 2014
Army National Guard 2004 - 2014
California Army National Guard, 100th Troop Command September 2012 - February 2013
California State Honor Guard, Team 3 August 2008 - September 2012
California State Honor Guard August 2004 - July 2008
Skills
Military, Army, Security Clearance, Leadership, Military Experience, Military Operations, Intelligence, HUMINT, Force Protection, Command, Intelligence Analysis, Security Operations, Military Training, Reconnaissance, Operational Planning, Weapons, Insurance, Life Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Investments, IRAs, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401k, 401k Rollovers, 403 b, 457 Plans, 529 Plans, Annuity Sales
Education
Cochise College 2011 — 2011
Associate of Arts (A.A.), Military Strategic Intelligence
The Master's College 2002 — 2006
Bachelor of Arts (B.A.), Music Performance, General
Air Assault
Ashley (Atkinson) Skretta Ashley (Atkinson) Skretta's Northwestern Mutual Experience 2012 - 2012
Job Documentation Specialist at GreatAmerica Financial Services
Industry Financial Services
Experience
GreatAmerica Financial Services November 2013 - Present
Holley's Shop for Men March 2012 - July 2013
Keystone Savings Bank 2013 - 2013
The Arc of East Central Iowa June 2009 - May 2012
Northwestern Mutual 2012 - 2012
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Leadership, Time Management, Public Speaking, Social Networking, Public Relations, Nonprofits, Research, Event Planning, Fundraising, Management
Education
Coe College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Center Point- Urbana High School 2005 — 2009
GreatAmerica Financial Services November 2013 - Present
Holley's Shop for Men March 2012 - July 2013
Keystone Savings Bank 2013 - 2013
The Arc of East Central Iowa June 2009 - May 2012
Northwestern Mutual 2012 - 2012
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Leadership, Time Management, Public Speaking, Social Networking, Public Relations, Nonprofits, Research, Event Planning, Fundraising, Management
Education
Coe College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Center Point- Urbana High School 2005 — 2009
Erin Willeford's Northwestern Mutual Experience February 2011 - January 2012
Job Social Media Specialist
Industry Marketing and Advertising
Experience
BigWing Interactive September 2014 - Present
RAW Marketing July 2011 - August 2014
Northwestern Mutual February 2011 - January 2012
SelectForce, Inc May 2009 - February 2011
JPMorgan Chase May 2008 - May 2009
Skills
Customer Relations, Excel, Outlook, PowerPoint, Word, Microsoft Excel, Social Media, Social Media Marketing, Customer Service, Microsoft Word, Marketing Strategy, Employee Relations, Marketing, Google Analytics, Time Management, Leadership, Event Planning, Strategic Planning, Recruiting, Marketing Communications, Social Networking
Education
University of Central Oklahoma - College of Business Administration 2008 — 2011
B.B.A., Marketing
Southwestern Oklahoma State University 2007 — 2008
Marketing
BigWing Interactive September 2014 - Present
RAW Marketing July 2011 - August 2014
Northwestern Mutual February 2011 - January 2012
SelectForce, Inc May 2009 - February 2011
JPMorgan Chase May 2008 - May 2009
Skills
Customer Relations, Excel, Outlook, PowerPoint, Word, Microsoft Excel, Social Media, Social Media Marketing, Customer Service, Microsoft Word, Marketing Strategy, Employee Relations, Marketing, Google Analytics, Time Management, Leadership, Event Planning, Strategic Planning, Recruiting, Marketing Communications, Social Networking
Education
University of Central Oklahoma - College of Business Administration 2008 — 2011
B.B.A., Marketing
Southwestern Oklahoma State University 2007 — 2008
Marketing
Graham Cox, AAMS®'s Northwestern Mutual Experience January 2008 - June 2009
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2009 - Present
Northwestern Mutual January 2008 - June 2009
Skills
Investments, Wealth Management, Financial Analysis, Loans, Equities, Investment Advisory, Banking, Mutual Funds, Insurance, Retirement Planning, Credit, Credit Analysis, Asset Allocation, Securities, Financial Advisory
Education
University of South Florida 2005 — 2009
B.S., Finance
College for Financial Planning
Accredited Asset Management Specialist, AAMS
UBS June 2009 - Present
Northwestern Mutual January 2008 - June 2009
Skills
Investments, Wealth Management, Financial Analysis, Loans, Equities, Investment Advisory, Banking, Mutual Funds, Insurance, Retirement Planning, Credit, Credit Analysis, Asset Allocation, Securities, Financial Advisory
Education
University of South Florida 2005 — 2009
B.S., Finance
College for Financial Planning
Accredited Asset Management Specialist, AAMS
Kalilah Ezell-Doyle Kalilah Ezell-Doyle's Northwestern Mutual Experience June 2014 - August 2014
Job Member Service Supervisor at Sam's Club
Industry Human Resources
Experience
Sam's Club May 2015 - Present
The Learning Express May 2014 - Present
Milwaukee County Department of Parks, Recreation, and Culture May 2013 - Present
Sam's Club February 2015 - May 2015
Coe College August 2014 - December 2014
Coe College August 2014 - December 2014
Northwestern Mutual June 2014 - August 2014
Applebee's May 2013 - June 2013
Lead2Change, Inc April 2012 - May 2013
Skills
Non-profits, Microsoft Office, Public Speaking, Fundraising, Strategic Planning, Social Media, Research, Public Relations, Event Management, PowerPoint, Customer Service, Microsoft Word, Project Management, Editing, Community Outreach, Volunteer Management, Program Development, Nonprofits
Education
University of Wisconsin-Milwaukee 2014 — 2017
Bachelor's Degree, Sociology
Coe College 2013 — 2014
Bachelor's Degree, Sociology
Rufus King High School 2009 — 2013
High School Diploma, International Baccalaureate Programme
Sam's Club May 2015 - Present
The Learning Express May 2014 - Present
Milwaukee County Department of Parks, Recreation, and Culture May 2013 - Present
Sam's Club February 2015 - May 2015
Coe College August 2014 - December 2014
Coe College August 2014 - December 2014
Northwestern Mutual June 2014 - August 2014
Applebee's May 2013 - June 2013
Lead2Change, Inc April 2012 - May 2013
Skills
Non-profits, Microsoft Office, Public Speaking, Fundraising, Strategic Planning, Social Media, Research, Public Relations, Event Management, PowerPoint, Customer Service, Microsoft Word, Project Management, Editing, Community Outreach, Volunteer Management, Program Development, Nonprofits
Education
University of Wisconsin-Milwaukee 2014 — 2017
Bachelor's Degree, Sociology
Coe College 2013 — 2014
Bachelor's Degree, Sociology
Rufus King High School 2009 — 2013
High School Diploma, International Baccalaureate Programme
Justin A. Weber, CRPC® Justin A. Weber, CRPC®'s Northwestern Mutual Experience January 2009 - September 2011
Job Financial Advisor at DECU Investment & Retirement Services
Industry Financial Services
Experience
DECU Investment & Retirement Services September 2013 - Present
Deere Employees Credit Union October 2012 - September 2013
Lexus of the Quad Cities August 2012 - October 2012
Wells Fargo Bank October 2011 - August 2012
Northwestern Mutual January 2009 - September 2011
Best Buy October 2005 - September 2010
Skills
Sales, Finance, Customer Service, Entrepreneurship, Telemarketing, Negotiation, Lease Negotiations, Risk Management, Sales Management, Sales Process, Sales Presentations, New Business Development, Business Planning, Business Owner Planning, Successful Business..., Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Retail, Retail Banking, Retail Sales, Branch Banking, Investments, Advising Clients, Business Advising, Marketing Strategy
Education
College for Financial Planning 2014 — 2016
Master's Degree, Financial Analysis
University of Northern Iowa 2008 — 2011
Bachelors, Finance, Investments and Securities
University of Northern Iowa 2008 — 2011
Bachelors, Real Estate
North Scott Senior High School 2004 — 2007
DECU Investment & Retirement Services September 2013 - Present
Deere Employees Credit Union October 2012 - September 2013
Lexus of the Quad Cities August 2012 - October 2012
Wells Fargo Bank October 2011 - August 2012
Northwestern Mutual January 2009 - September 2011
Best Buy October 2005 - September 2010
Skills
Sales, Finance, Customer Service, Entrepreneurship, Telemarketing, Negotiation, Lease Negotiations, Risk Management, Sales Management, Sales Process, Sales Presentations, New Business Development, Business Planning, Business Owner Planning, Successful Business..., Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Retail, Retail Banking, Retail Sales, Branch Banking, Investments, Advising Clients, Business Advising, Marketing Strategy
Education
College for Financial Planning 2014 — 2016
Master's Degree, Financial Analysis
University of Northern Iowa 2008 — 2011
Bachelors, Finance, Investments and Securities
University of Northern Iowa 2008 — 2011
Bachelors, Real Estate
North Scott Senior High School 2004 — 2007
Tim Mindel's Northwestern Mutual Experience March 2013 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2013 - Present
Camp Trucking June 2009 - June 2012
YMCA September 2006 - January 2011
Skills
Communication, Teamwork, Microsoft Office, Fitness, Management, Time Management
Education
Coastal Carolina University 2011 — 2012
Bachelor of Science (BS), Business Management
Hudson Valley Community College 2008 — 2010
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Northwestern Mutual March 2013 - Present
Camp Trucking June 2009 - June 2012
YMCA September 2006 - January 2011
Skills
Communication, Teamwork, Microsoft Office, Fitness, Management, Time Management
Education
Coastal Carolina University 2011 — 2012
Bachelor of Science (BS), Business Management
Hudson Valley Community College 2008 — 2010
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Jeremy Aiken Jeremy Aiken's Northwestern Mutual Experience February 2012 - January 2013
Job Business Support Analyst at Quicken Loans
Industry Information Technology and Services
Experience
Quicken Loans June 2015 - Present
Quicken Loans May 2014 - Present
Quicken Loans October 2013 - May 2014
Northwestern Mutual February 2012 - January 2013
Skills
Finance, Microsoft Excel, Financial Analysis, SQL, Investments, Sales Operations, Financial Accounting, HTML, Management, Mortgage Lending, Strategic Financial..., Skilled in social media..., High level of skill in..., Skilled in Adobe Suite..., Operations, HTML 5, CSS, Residential Mortgages, Public Speaking, Insurance, Financial Planning, Microsoft Office
Education
Coastal Carolina University 2011 — 2013
Bachelors of Science in Business Administration, Finance, 3.54 Cumulative
Jefferson Community College 2010 — 2011
Quicken Loans June 2015 - Present
Quicken Loans May 2014 - Present
Quicken Loans October 2013 - May 2014
Northwestern Mutual February 2012 - January 2013
Skills
Finance, Microsoft Excel, Financial Analysis, SQL, Investments, Sales Operations, Financial Accounting, HTML, Management, Mortgage Lending, Strategic Financial..., Skilled in social media..., High level of skill in..., Skilled in Adobe Suite..., Operations, HTML 5, CSS, Residential Mortgages, Public Speaking, Insurance, Financial Planning, Microsoft Office
Education
Coastal Carolina University 2011 — 2013
Bachelors of Science in Business Administration, Finance, 3.54 Cumulative
Jefferson Community College 2010 — 2011
Brian Shotland Brian Shotland's Northwestern Mutual Experience January 2010 - October 2010
Job Satellite Office Leader at Total Quality Logistics
Industry Sports
Experience
Total Quality Logistics January 2012 - Present
South Carolina Stingrays March 2011 - December 2011
Northwestern Mutual January 2010 - October 2010
Skills
Sales, Social Media, Event Planning, Fundraising, Marketing, Event Management, Spacecraft, Social Media Marketing, Team Leadership, Social Networking, Propulsion Systems, Time Management, Public Relations, Astronomy, Astronautics
Education
College of Charleston 2006 — 2010
Total Quality Logistics January 2012 - Present
South Carolina Stingrays March 2011 - December 2011
Northwestern Mutual January 2010 - October 2010
Skills
Sales, Social Media, Event Planning, Fundraising, Marketing, Event Management, Spacecraft, Social Media Marketing, Team Leadership, Social Networking, Propulsion Systems, Time Management, Public Relations, Astronomy, Astronautics
Education
College of Charleston 2006 — 2010
Jon Ameling Jon Ameling's Northwestern Mutual Experience May 2012 - August 2012
Job Air Freight Coordinator at CRST International
Industry Retail
Experience
CRST International August 2014 - Present
Running Wild June 2013 - Present
Coe College August 2010 - May 2014
Sookmyung Women's University September 2013 - December 2013
Perkins Restaurant and Bakery May 2013 - August 2013
Coe College Writing Center May 2013 - August 2013
Coe College January 2013 - May 2013
Phi Kappa Tau Fraternity December 2011 - January 2013
Phi Kappa Tau Fraternity December 2011 - January 2013
Northwestern Mutual May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Writing, Running, Teamwork, Critical Thinking, Consultation, Event Planning, Fundraising, Leadership, Social Networking, Time Management
Education
Coe College 2010 — 2014
Bachelor's Degree, Business Administration and History, Cum Laude
South Winneshiek High School 2006 — 2010
CRST International August 2014 - Present
Running Wild June 2013 - Present
Coe College August 2010 - May 2014
Sookmyung Women's University September 2013 - December 2013
Perkins Restaurant and Bakery May 2013 - August 2013
Coe College Writing Center May 2013 - August 2013
Coe College January 2013 - May 2013
Phi Kappa Tau Fraternity December 2011 - January 2013
Phi Kappa Tau Fraternity December 2011 - January 2013
Northwestern Mutual May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Writing, Running, Teamwork, Critical Thinking, Consultation, Event Planning, Fundraising, Leadership, Social Networking, Time Management
Education
Coe College 2010 — 2014
Bachelor's Degree, Business Administration and History, Cum Laude
South Winneshiek High School 2006 — 2010
Charlotte Niemann Charlotte Niemann's Northwestern Mutual Experience June 2013 - August 2013
Job Co Founder at Food in the Air
Industry Food & Beverages
Experience
Food in the Air August 2013 - Present
Bumble December 2014 - March 2015
Bull Street Gourmet May 2013 - August 2014
Northwestern Mutual June 2013 - August 2013
Skills
Marketing, Social Media
Education
College of Charleston 2013 — 2017
Bachelor's degree, Business Administration Concentration in Entrepreneurship
Food in the Air August 2013 - Present
Bumble December 2014 - March 2015
Bull Street Gourmet May 2013 - August 2014
Northwestern Mutual June 2013 - August 2013
Skills
Marketing, Social Media
Education
College of Charleston 2013 — 2017
Bachelor's degree, Business Administration Concentration in Entrepreneurship
Amy (Hempstead) Collard Amy (Hempstead) Collard's Northwestern Mutual Experience December 2012 - May 2014
Job Finance & Stewardship Officer at Columbus Regional Health Foundation
Industry Nonprofit Organization Management
Experience
Columbus Regional Health Foundation February 2015 - Present
Muscogee Educational Exellence Foundation October 2014 - Present
Northwestern Mutual December 2012 - May 2014
Boys & Girls Clubs of Greater St. Louis September 2012 - December 2012
Ronald McDonald House Charities of Metro St. Louis August 2009 - January 2012
Villa Duchesne and Oak Hill School June 2004 - May 2009
Villa Duchesne and Oak Hill School December 2003 - June 2004
Saint Louis Art Museum October 2002 - November 2003
Fairfax County Chamber of Commerce February 2000 - November 2001
RISE (Responsible Industry for a Sound Environment) June 1998 - January 2000
Skills
Fundraisers, Raiser's Edge, Crystal Reports, Microsoft Office, WealthEngine, iModules, BlueHornet Email..., iMIS, Blackbaud's..., Blackbaud's Sphere, Grant Writing, Planned Giving, Volunteer Management, Public Speaking, Event Planning, Marketing, Event Management, Social Media, Grants, Data Entry, Management, Fundraising, Nonprofits
Education
Colgate University 1993 — 1997
Bachelor of Arts, Liberal Arts with a concentration in Studio Art
Villa Duchesne/Oak Hill School 1987 — 1993
Columbus Regional Health Foundation February 2015 - Present
Muscogee Educational Exellence Foundation October 2014 - Present
Northwestern Mutual December 2012 - May 2014
Boys & Girls Clubs of Greater St. Louis September 2012 - December 2012
Ronald McDonald House Charities of Metro St. Louis August 2009 - January 2012
Villa Duchesne and Oak Hill School June 2004 - May 2009
Villa Duchesne and Oak Hill School December 2003 - June 2004
Saint Louis Art Museum October 2002 - November 2003
Fairfax County Chamber of Commerce February 2000 - November 2001
RISE (Responsible Industry for a Sound Environment) June 1998 - January 2000
Skills
Fundraisers, Raiser's Edge, Crystal Reports, Microsoft Office, WealthEngine, iModules, BlueHornet Email..., iMIS, Blackbaud's..., Blackbaud's Sphere, Grant Writing, Planned Giving, Volunteer Management, Public Speaking, Event Planning, Marketing, Event Management, Social Media, Grants, Data Entry, Management, Fundraising, Nonprofits
Education
Colgate University 1993 — 1997
Bachelor of Arts, Liberal Arts with a concentration in Studio Art
Villa Duchesne/Oak Hill School 1987 — 1993
David Ping's Northwestern Mutual Experience June 2013 - Present
Job Managing Director and Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual June 2013 - Present
Northwestern Mutual December 2008 - Present
Professional Golfer January 2005 - December 2008
Skills
Management, Finance, Mutual Funds, Marketing, Financial Planners, Leadership, Life Insurance, Team Building, Sales, Coaching, Social Media, Customer Service, Strategic Planning, Financial Planning, Public Speaking, Event Planning, Sales Management
Education
University of Michigan
Coastal Carolina University
Northwestern Mutual June 2013 - Present
Northwestern Mutual December 2008 - Present
Professional Golfer January 2005 - December 2008
Skills
Management, Finance, Mutual Funds, Marketing, Financial Planners, Leadership, Life Insurance, Team Building, Sales, Coaching, Social Media, Customer Service, Strategic Planning, Financial Planning, Public Speaking, Event Planning, Sales Management
Education
University of Michigan
Coastal Carolina University
Andrew Jaffee Andrew Jaffee's Northwestern Mutual Experience February 2008 - Present
Job Financial Advisor + Field Director | Searching for Top Talent
Industry Financial Services
Experience
Northwestern Mutual February 2008 - Present
CresCom Bank July 2004 - February 2008
Education
College of Charleston 2001 — 2005
Bachelor of Science, International Business, Spanish
Northwestern Mutual February 2008 - Present
CresCom Bank July 2004 - February 2008
Education
College of Charleston 2001 — 2005
Bachelor of Science, International Business, Spanish
Elizabeth Neely's Northwestern Mutual Experience April 2012 - September 2013
Job Graduate Student at Duke University
Industry Civil Engineering
Experience
WSP Parsons Brinckerhoff June 2015 - Present
Victoria University of Wellington September 2013 - June 2014
Northwestern Mutual April 2012 - September 2013
Northwestern Mutual June 2011 - April 2012
Northwestern Mutual July 2010 - May 2011
Murdock Young Architects May 2009 - August 2009
Skills
Microsoft Excel, Recruiting, Microsoft Office, Research, PowerPoint, Social Media, Data Analysis, Public Speaking, Teaching, Customer Service, Marketing, Management, New Business Development, Business Modeling, Problem Solving, GIS Modeling, GIS, Leadership, Microsoft Word
Education
Duke University 2014 — 2015
Master of Engineering (MEng), Civil Engineering
Colby College 2006 — 2010
Bachelor of Arts (BA), Mathematical Sciences and Art
Holland Hall School 2002 — 2006
WSP Parsons Brinckerhoff June 2015 - Present
Victoria University of Wellington September 2013 - June 2014
Northwestern Mutual April 2012 - September 2013
Northwestern Mutual June 2011 - April 2012
Northwestern Mutual July 2010 - May 2011
Murdock Young Architects May 2009 - August 2009
Skills
Microsoft Excel, Recruiting, Microsoft Office, Research, PowerPoint, Social Media, Data Analysis, Public Speaking, Teaching, Customer Service, Marketing, Management, New Business Development, Business Modeling, Problem Solving, GIS Modeling, GIS, Leadership, Microsoft Word
Education
Duke University 2014 — 2015
Master of Engineering (MEng), Civil Engineering
Colby College 2006 — 2010
Bachelor of Arts (BA), Mathematical Sciences and Art
Holland Hall School 2002 — 2006
Morgan Freitag Morgan Freitag's Northwestern Mutual Experience May 2014 - Present
Job Executive Director of Recruiting at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2014 - Present
Northwestern Mutual October 2010 - May 2014
Northwestern Mutual November 2009 - October 2010
Polo Ralph Lauren October 2006 - December 2009
Bella Rose Inc August 2005 - October 2006
Nordstrom May 2002 - August 2005
Skills
Applicant Tracking..., Customer Service, College Recruiting, Recruiting, Sales, Human Resources, Sourcing, Selling, Talent Acquisition, Onboarding, Retail, Training, Employee Training, Interviews, Leadership, Marketing Strategy, Merchandising, Coaching, Time Management, Social Networking, Cold Calling, Management
Education
Joliet Catholic Academy 1997 — 2001
College of Charleston
Bachelor of Arts (B.A.), Art History
Northwestern Mutual May 2014 - Present
Northwestern Mutual October 2010 - May 2014
Northwestern Mutual November 2009 - October 2010
Polo Ralph Lauren October 2006 - December 2009
Bella Rose Inc August 2005 - October 2006
Nordstrom May 2002 - August 2005
Skills
Applicant Tracking..., Customer Service, College Recruiting, Recruiting, Sales, Human Resources, Sourcing, Selling, Talent Acquisition, Onboarding, Retail, Training, Employee Training, Interviews, Leadership, Marketing Strategy, Merchandising, Coaching, Time Management, Social Networking, Cold Calling, Management
Education
Joliet Catholic Academy 1997 — 2001
College of Charleston
Bachelor of Arts (B.A.), Art History
Matthew Cary, CLTC's Northwestern Mutual Experience 2011 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2011 - Present
Residential Mortgage Services, Inc. -- NMLS#1760 2005 - 2010
Education
Coastal Carolina University
New Mexico State University
Northwestern Mutual 2011 - Present
Residential Mortgage Services, Inc. -- NMLS#1760 2005 - 2010
Education
Coastal Carolina University
New Mexico State University
Shawna Reed Shawna Reed's Northwestern Mutual Experience March 2010 - December 2010
Job Software Support Specialist at Factor
Industry Computer Software
Experience
Factor October 2012 - Present
Integrity Auto Finance February 2011 - August 2012
Northwestern Mutual March 2010 - December 2010
Skills
Accounting, Operations Management, Inside Sales, Customer Service, Customer Retention, Customer Acquisition, Business Management, Office Administration, Small Business, Purchasing, Business Process, Supervisory Skills, Business Strategy, Well-organized, Financial Reporting, Financial Analysis, Vendor Management, Contract Negotiation, Quickbooks, Microsoft Office, Visual Basic
Education
University of Central Oklahoma - College of Business Administration 2010 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rose State College 2007 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Factor October 2012 - Present
Integrity Auto Finance February 2011 - August 2012
Northwestern Mutual March 2010 - December 2010
Skills
Accounting, Operations Management, Inside Sales, Customer Service, Customer Retention, Customer Acquisition, Business Management, Office Administration, Small Business, Purchasing, Business Process, Supervisory Skills, Business Strategy, Well-organized, Financial Reporting, Financial Analysis, Vendor Management, Contract Negotiation, Quickbooks, Microsoft Office, Visual Basic
Education
University of Central Oklahoma - College of Business Administration 2010 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rose State College 2007 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Creighton McDonald's Northwestern Mutual Experience October 2011 - June 2012
Job Security Consultant
Industry Computer & Network Security
Experience
ASG Security April 2014 - Present
Cogent Communications June 2012 - January 2014
Northwestern Mutual October 2011 - June 2012
Cogent Communications 2012 - 2012
New York Life July 2010 - October 2011
AFLAC October 2009 - July 2011
Village Voice Media 2009 - 2009
New York Sports Club 2004 - 2006
Phoenix New Times 1996 - 1999
Skills
Insurance, Disability Insurance, Annuities, Retirement Planning, Employee Benefits, Investments, Health Insurance, Estate Planning, Long Term Care, Wealth Management, Risk Management, Long-term Care, Fixed Annuities, Strategic Financial..., Networking, Series 7, Account Management, Life Insurance, Strategy, Sales Management, Financial Services, Cold Calling, Sales, Salesforce.com, Co-location, Direct Sales, Selling, Small Business, New Business Development, Customer Retention, Sales Process, Lead Generation
Education
Colby College 1991 — 1995
Trinity 1976 — 1988
Trinity-Pawling School
ASG Security April 2014 - Present
Cogent Communications June 2012 - January 2014
Northwestern Mutual October 2011 - June 2012
Cogent Communications 2012 - 2012
New York Life July 2010 - October 2011
AFLAC October 2009 - July 2011
Village Voice Media 2009 - 2009
New York Sports Club 2004 - 2006
Phoenix New Times 1996 - 1999
Skills
Insurance, Disability Insurance, Annuities, Retirement Planning, Employee Benefits, Investments, Health Insurance, Estate Planning, Long Term Care, Wealth Management, Risk Management, Long-term Care, Fixed Annuities, Strategic Financial..., Networking, Series 7, Account Management, Life Insurance, Strategy, Sales Management, Financial Services, Cold Calling, Sales, Salesforce.com, Co-location, Direct Sales, Selling, Small Business, New Business Development, Customer Retention, Sales Process, Lead Generation
Education
Colby College 1991 — 1995
Trinity 1976 — 1988
Trinity-Pawling School
Herschel Harvey, MBA, CLU®'s Northwestern Mutual Experience December 1988 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 1988 - Present
Education
College of Charleston
BS, Business
The Citadel
MBA, Business
Northwestern Mutual December 1988 - Present
Education
College of Charleston
BS, Business
The Citadel
MBA, Business
Jack O'Callaghan Jack O'Callaghan's Northwestern Mutual Experience May 2014 - April 2015
Job Recent College Grad
Industry Internet
Experience
Lucas Group April 2015 - September 2015
Northwestern Mutual May 2014 - April 2015
Jones Lang LaSalle July 2013 - August 2013
NY/NJ Super Bowl Host Committee May 2013 - July 2013
Carvin for Congress May 2012 - August 2012
Skills
Leadership, Microsoft Office, Social Media, Public Speaking, Team Building, Sales, Business Development, Analysis, Time Management, Fundraising, Coaching, Teamwork, Research, Networking, Contract Negotiation, Strategic Financial..., Access, Event Planning, Facebook, Consulting, Communication, Human Resources, Insurance, Negotiation, Financial Planning
Education
Colgate University 2011 — 2015
Bachelor's degree, History, Minor: Religion
Rye High School 2007 — 2011
Lucas Group April 2015 - September 2015
Northwestern Mutual May 2014 - April 2015
Jones Lang LaSalle July 2013 - August 2013
NY/NJ Super Bowl Host Committee May 2013 - July 2013
Carvin for Congress May 2012 - August 2012
Skills
Leadership, Microsoft Office, Social Media, Public Speaking, Team Building, Sales, Business Development, Analysis, Time Management, Fundraising, Coaching, Teamwork, Research, Networking, Contract Negotiation, Strategic Financial..., Access, Event Planning, Facebook, Consulting, Communication, Human Resources, Insurance, Negotiation, Financial Planning
Education
Colgate University 2011 — 2015
Bachelor's degree, History, Minor: Religion
Rye High School 2007 — 2011
LaMont Henry, CFP®, CLU® LaMont Henry, CFP®, CLU®'s Northwestern Mutual Experience June 2010 - Present
Job Financial Advisor/Director
Industry Financial Services
Experience
Northwestern Mutual June 2010 - Present
Skills
Holistic Financial..., Risk Management, Estate Planning, Retirement Planning, Investments, Investment Strategies, Mutual Funds, Strategic Financial..., Small Business, Strategy, Asset Management, Business Planning, Portfolio Management, Financial Risk, Insurance, Financial Services, Disability Insurance, Securities, Fixed Annuities, Finance, Financial Analysis, 401k, Long-term Care, Series 63, Series 7, Health Insurance, Retirement, Series 6, Wealth Management, Asset Allocation, Long Term Care Insurance, Wealth Accumulation, Life Insurance, Financial Advisory, Financial Planning, Investment Management
Education
Colby College 2006 — 2010
Northwestern Mutual June 2010 - Present
Skills
Holistic Financial..., Risk Management, Estate Planning, Retirement Planning, Investments, Investment Strategies, Mutual Funds, Strategic Financial..., Small Business, Strategy, Asset Management, Business Planning, Portfolio Management, Financial Risk, Insurance, Financial Services, Disability Insurance, Securities, Fixed Annuities, Finance, Financial Analysis, 401k, Long-term Care, Series 63, Series 7, Health Insurance, Retirement, Series 6, Wealth Management, Asset Allocation, Long Term Care Insurance, Wealth Accumulation, Life Insurance, Financial Advisory, Financial Planning, Investment Management
Education
Colby College 2006 — 2010
Benjamin Brassord's Northwestern Mutual Experience May 2013 - August 2013
Job Marketing Analyst at Hudson River Group
Industry Management Consulting
Experience
Hudson River Group June 2015 - Present
JaB Publishers August 2014 - Present
Old Greenwich Consultants June 2014 - May 2015
Northwestern Mutual May 2013 - August 2013
Skills
Advertising, Marketing, Leadership, Recruiting, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Research, Data Analysis, Editing
Education
Colby College 2010 — 2014
Bachelor of Arts (BA), Psychology, Art
Amherst Regional High School 2006 — 2010
Hudson River Group June 2015 - Present
JaB Publishers August 2014 - Present
Old Greenwich Consultants June 2014 - May 2015
Northwestern Mutual May 2013 - August 2013
Skills
Advertising, Marketing, Leadership, Recruiting, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Research, Data Analysis, Editing
Education
Colby College 2010 — 2014
Bachelor of Arts (BA), Psychology, Art
Amherst Regional High School 2006 — 2010
Melissa Overholt's Northwestern Mutual Experience January 2015 - Present
Job Campus Recruiter at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Ear, Nose & Throat Institute September 2012 - January 2015
Waterfront Restaurant and Bar 2005 - 2012
Fleetwood Dance Studio 2006 - 2008
Skills
Marketing, Fitness, Athletics, Wellness Coaching, Exercise Physiology, BLS, Social Networking, Advertising, Healthcare
Education
College of Charleston 2008 — 2012
Bachelor of Science, Physical Education with a concentration in Exercise Science and minor in Spanish
Northwestern Mutual January 2015 - Present
Ear, Nose & Throat Institute September 2012 - January 2015
Waterfront Restaurant and Bar 2005 - 2012
Fleetwood Dance Studio 2006 - 2008
Skills
Marketing, Fitness, Athletics, Wellness Coaching, Exercise Physiology, BLS, Social Networking, Advertising, Healthcare
Education
College of Charleston 2008 — 2012
Bachelor of Science, Physical Education with a concentration in Exercise Science and minor in Spanish
Erin Scally Erin Scally's Northwestern Mutual Experience May 2013 - Present
Job Client Relations Coordinator, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2013 - Present
Coastal Carolina University November 2012 - April 2013
TTC USA Diamonds August 2011 - September 2012
Sears Home Improvement Products May 2010 - August 2011
Skills
Client Management, Client Relations, Customer Service, Marketing, Time Management, Social Networking, Leadership, Sales, Graphic Design, Social Media, Management, Real Estate Appraisal, Event Planning
Education
Coastal Carolina University 2007 — 2010
Bachelor's degree, Communication, Graphic Design
Merrill Institute 2006 — 2006
Residential Real Estate Appraisal, Real Estate
Smithtown High School 2002 — 2006
Northwestern Mutual May 2013 - Present
Coastal Carolina University November 2012 - April 2013
TTC USA Diamonds August 2011 - September 2012
Sears Home Improvement Products May 2010 - August 2011
Skills
Client Management, Client Relations, Customer Service, Marketing, Time Management, Social Networking, Leadership, Sales, Graphic Design, Social Media, Management, Real Estate Appraisal, Event Planning
Education
Coastal Carolina University 2007 — 2010
Bachelor's degree, Communication, Graphic Design
Merrill Institute 2006 — 2006
Residential Real Estate Appraisal, Real Estate
Smithtown High School 2002 — 2006
Scott Dow, CLU, ChFC, CFP, CASL's Northwestern Mutual Experience November 2002 - Present
Job Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Investment Management
Experience
Northwestern Mutual November 2002 - Present
Northwestern Mutual Life January 1993 - October 2002
Northwestern Mutual Life November 1990 - December 1992
Northwestern Mutual Life March 1984 - October 1990
Skills
Wealth Management, Retirement Planning, High Net Worth..., Investments, Securities, Finance, Program Management, Disability Insurance, Mutual Funds, Series 7, Financial Planning, Retirement, Customer Service, Estate Planning, Entrepreneurship, Asset Allocation
Education
Colby College 1979 — 1983
BA, Government, Economics
Northwestern Mutual November 2002 - Present
Northwestern Mutual Life January 1993 - October 2002
Northwestern Mutual Life November 1990 - December 1992
Northwestern Mutual Life March 1984 - October 1990
Skills
Wealth Management, Retirement Planning, High Net Worth..., Investments, Securities, Finance, Program Management, Disability Insurance, Mutual Funds, Series 7, Financial Planning, Retirement, Customer Service, Estate Planning, Entrepreneurship, Asset Allocation
Education
Colby College 1979 — 1983
BA, Government, Economics
Christopher Ajluni's Northwestern Mutual Experience August 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2014 - Present
Iowa State Medical Examiner May 2008 - Present
Downtown Neighborhood Association of Des Moines September 2014 - Present
Eurofins Scientific March 2013 - July 2014
Skills
Organic Chemistry, Cell Biology, Human Anatomy, Tennis, Running, Consumer Electronics, Endurance, Exceptional People..., Organizational..., Passionate about work, GLP, Social Skills, Emergency Medicine
Education
University of Iowa 2009 — 2012
Bachelor of Science (B.S.), Cell and Developmental Biology
Coe College 2007 — 2009
Johnston High School
Northwestern Mutual August 2014 - Present
Iowa State Medical Examiner May 2008 - Present
Downtown Neighborhood Association of Des Moines September 2014 - Present
Eurofins Scientific March 2013 - July 2014
Skills
Organic Chemistry, Cell Biology, Human Anatomy, Tennis, Running, Consumer Electronics, Endurance, Exceptional People..., Organizational..., Passionate about work, GLP, Social Skills, Emergency Medicine
Education
University of Iowa 2009 — 2012
Bachelor of Science (B.S.), Cell and Developmental Biology
Coe College 2007 — 2009
Johnston High School
Matt Daoust Matt Daoust's Northwestern Mutual Experience May 2013 - August 2013
Job Aspiring Business Anaylst
Industry Information Technology and Services
Experience
Coe College August 2011 - May 2015
Coe College May 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Finish Line May 2010 - August 2011
Skills
Event Planning, Microsoft Excel, Customer Service, Teamwork, Microsoft Office, PowerPoint, Public Speaking, Outlook, Facebook, Time Management, Social Media, Sales, Microsoft Word, Spanish, Team Leadership, Marketing Communications, English, Advertising, Public Relations, Photoshop, Fundraising, Data Analysis, Team Building, Social Media Marketing, Management, Research, Account Management, Illustrator, InDesign, Marketing Strategy, Marketing, Leadership, Mac, Economics, iMovie, Cross-functional Team..., Prezi, Online Marketing, Training, Program Management, Market Research, Social Networking, Direct Sales, Life Insurance, Newsletters, Access
Education
Coe College 2011 — 2015
Bachelor of Arts (B.A.), Business Administration
Mound Westonka High School 2007 — 2011
Coe College August 2011 - May 2015
Coe College May 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Finish Line May 2010 - August 2011
Skills
Event Planning, Microsoft Excel, Customer Service, Teamwork, Microsoft Office, PowerPoint, Public Speaking, Outlook, Facebook, Time Management, Social Media, Sales, Microsoft Word, Spanish, Team Leadership, Marketing Communications, English, Advertising, Public Relations, Photoshop, Fundraising, Data Analysis, Team Building, Social Media Marketing, Management, Research, Account Management, Illustrator, InDesign, Marketing Strategy, Marketing, Leadership, Mac, Economics, iMovie, Cross-functional Team..., Prezi, Online Marketing, Training, Program Management, Market Research, Social Networking, Direct Sales, Life Insurance, Newsletters, Access
Education
Coe College 2011 — 2015
Bachelor of Arts (B.A.), Business Administration
Mound Westonka High School 2007 — 2011
Benjamin Holley's Northwestern Mutual Experience June 2005 - June 2007
Job at Cigna Global Health Benefits
Industry Insurance
Experience
Cigna Global Health Benefits August 2009 - Present
William Gallagher Associates June 2007 - August 2009
Northwestern Mutual June 2005 - June 2007
Skills
Direct Sales, International Benefits, International Sales, Insurance, Employee Benefits, International Business, Multinational Pooling, Sales Process, Health Insurance, Dental Insurance, Disability Insurance, Consulting, Brokerage, New Business Development, Brokers, Health Care Reform
Education
Colby-Sawyer College 2001 — 2005
Bachelor of Arts (B.A.), History
Wellesley High School 1997 — 2001
Cigna Global Health Benefits August 2009 - Present
William Gallagher Associates June 2007 - August 2009
Northwestern Mutual June 2005 - June 2007
Skills
Direct Sales, International Benefits, International Sales, Insurance, Employee Benefits, International Business, Multinational Pooling, Sales Process, Health Insurance, Dental Insurance, Disability Insurance, Consulting, Brokerage, New Business Development, Brokers, Health Care Reform
Education
Colby-Sawyer College 2001 — 2005
Bachelor of Arts (B.A.), History
Wellesley High School 1997 — 2001
Mike Longwell's Northwestern Mutual Experience April 1994 - May 1995
Job Senior Client Relations at General Dynamics Information Technology
Industry Information Technology and Services
Experience
General Dynamics Information Technology June 2015 - Present
hibu August 2009 - October 2014
Yellowbook, Inc. July 2005 - August 2009
McLeodUSA May 1995 - May 2005
Northwestern Mutual April 1994 - May 1995
Skills
SEM, Online Advertising, Lead Generation, Account Management, SEO, PPC, Vendor Management, Project Management, Google Adwords, Management, Team Leadership, Digital Marketing, Direct Marketing, Salesforce.com, Social Media Marketing, Customer Service, Strategy
Education
Coe College 1990 — 1994
Bachelor's degree, Business Administration and Management, General
General Dynamics Information Technology June 2015 - Present
hibu August 2009 - October 2014
Yellowbook, Inc. July 2005 - August 2009
McLeodUSA May 1995 - May 2005
Northwestern Mutual April 1994 - May 1995
Skills
SEM, Online Advertising, Lead Generation, Account Management, SEO, PPC, Vendor Management, Project Management, Google Adwords, Management, Team Leadership, Digital Marketing, Direct Marketing, Salesforce.com, Social Media Marketing, Customer Service, Strategy
Education
Coe College 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Jennifer Dietrich's Northwestern Mutual Experience April 2011 - Present
Job Associate at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual April 2011 - Present
BeavEx, Inc. March 2007 - April 2011
BeavEx, Inc. December 2004 - March 2007
BeavEx, Inc. July 2004 - November 2004
Skills
Logistics, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Leadership, Event Planning, Project Management, Transportation, Social Media, Team Building
Education
Colgate University 1999 — 2003
Bachelor of Arts, English and Religious Studies
Northwestern Mutual April 2011 - Present
BeavEx, Inc. March 2007 - April 2011
BeavEx, Inc. December 2004 - March 2007
BeavEx, Inc. July 2004 - November 2004
Skills
Logistics, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Leadership, Event Planning, Project Management, Transportation, Social Media, Team Building
Education
Colgate University 1999 — 2003
Bachelor of Arts, English and Religious Studies
Matthew Kirby, CFP®'s Northwestern Mutual Experience May 2006 - June 2007
Job Vice President at Hamilton Capital Management
Industry Investment Management
Experience
Hamilton Capital Management May 2015 - Present
Hamilton Capital Management June 2007 - Present
Upper Arlington Special Olympics November 2011 - Present
Northwestern Mutual May 2006 - June 2007
Education
College for Financial Planning 2009 — 2011
Denison University 2002 — 2006
Bachelor of Arts, Economics and History
IES Barcelona 2004 — 2004
Economics and Spanish
Upper Arlington High School 1998 — 2002
Hamilton Capital Management May 2015 - Present
Hamilton Capital Management June 2007 - Present
Upper Arlington Special Olympics November 2011 - Present
Northwestern Mutual May 2006 - June 2007
Education
College for Financial Planning 2009 — 2011
Denison University 2002 — 2006
Bachelor of Arts, Economics and History
IES Barcelona 2004 — 2004
Economics and Spanish
Upper Arlington High School 1998 — 2002
Leo Giulianetti's Northwestern Mutual Experience October 2008 - June 2009
Job Disciple of Jesus Christ at Child Evangelism Fellowship SE WI
Industry Information Technology and Services
Experience
Child Evangelism Fellowship SE WI November 2011 - Present
Northwestern Mutual October 2008 - June 2009
Manpower INc. April 2008 - September 2008
Leverage Every Opportunity September 2006 - March 2008
Keane, Inc March 1989 - June 2006
Education
Cleveland State University 1967 — 1972
Holy Name High 1961 — 1965
College prep, Mathematics
Child Evangelism Fellowship SE WI November 2011 - Present
Northwestern Mutual October 2008 - June 2009
Manpower INc. April 2008 - September 2008
Leverage Every Opportunity September 2006 - March 2008
Keane, Inc March 1989 - June 2006
Education
Cleveland State University 1967 — 1972
Holy Name High 1961 — 1965
College prep, Mathematics
C.J. Thomas's Northwestern Mutual Experience June 2015 - Present
Job Investment Product Consultant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Thomas Advisory & Consulting Services, LLC September 2013 - December 2014
Ameritas Investment Corp January 2006 - August 2013
Advest, Inc. January 2002 - May 2005
Boston Financial Data Services March 2000 - December 2002
Morgan Stanley Smith Barney August 1998 - March 2000
The Financial Group July 1996 - August 1998
Skills
Structured Products, Investment Advisory..., Sales, Managed Futures, REIT, Investment Advisory, Alternative Investments, ETFs, Financial Advisory, Hedge Funds, Series 7, Mutual Funds, Securities, Retirement Planning, Retirement, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., 401k Rollovers, Asset Management, Disability Insurance, Separately Managed..., Wealth Management, Asset Managment, Bonds, Financial Planners, Finance, Portfolio Management, Financial Analysis, Equities, Life Insurance, Financial Services, Fixed Annuities, Due Diligence, Estate Planning, FINRA, Investment Management, Series 63, Wealth, Stocks, Wealth Management..., Series 6, Fixed Income, Long-term Care, Wealth Accumulation, Series 65, IRAs, Pensions
Education
Westfield State University 1993 — 1995
B.S., Finance
Coastal Carolina University 1991 — 1992
BS Business mgmt
WHS 1986 — 1990
Northwestern Mutual June 2015 - Present
Thomas Advisory & Consulting Services, LLC September 2013 - December 2014
Ameritas Investment Corp January 2006 - August 2013
Advest, Inc. January 2002 - May 2005
Boston Financial Data Services March 2000 - December 2002
Morgan Stanley Smith Barney August 1998 - March 2000
The Financial Group July 1996 - August 1998
Skills
Structured Products, Investment Advisory..., Sales, Managed Futures, REIT, Investment Advisory, Alternative Investments, ETFs, Financial Advisory, Hedge Funds, Series 7, Mutual Funds, Securities, Retirement Planning, Retirement, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., 401k Rollovers, Asset Management, Disability Insurance, Separately Managed..., Wealth Management, Asset Managment, Bonds, Financial Planners, Finance, Portfolio Management, Financial Analysis, Equities, Life Insurance, Financial Services, Fixed Annuities, Due Diligence, Estate Planning, FINRA, Investment Management, Series 63, Wealth, Stocks, Wealth Management..., Series 6, Fixed Income, Long-term Care, Wealth Accumulation, Series 65, IRAs, Pensions
Education
Westfield State University 1993 — 1995
B.S., Finance
Coastal Carolina University 1991 — 1992
BS Business mgmt
WHS 1986 — 1990
Bruce Mozinski CLU, CFP, ChFC's Northwestern Mutual Experience June 1995 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual June 1995 - Present
Northwestern Mutual Life June 1995 - November 2002
Mutual of Omaha April 1981 - October 1994
Education
College for Financial Planning 1998 — 1998
CFP, Financial Planning
American College 1983 — 1985
Northwestern Mutual June 1995 - Present
Northwestern Mutual Life June 1995 - November 2002
Mutual of Omaha April 1981 - October 1994
Education
College for Financial Planning 1998 — 1998
CFP, Financial Planning
American College 1983 — 1985
Curt Weaver's Northwestern Mutual Experience January 2002 - January 2004
Job Financial Services Professional at Piedmont Group of Atlanta
Industry Financial Services
Experience
The Piedmont Group of Atlanta December 2012 - Present
Restaurant.com August 2011 - December 2012
ABS USA Division 2010 - 2011
Tax Law Associates LLC January 2004 - January 2009
Northwestern Mutual January 2002 - January 2004
Better Brands, Inc (Budweiser) January 2000 - January 2002
Skills
Cold Calling, Sales, Lead Generation, Sales Operations, Marketing, Business Development, Negotiation, Sales Presentations, Salesforce.com, Account Management, Customer Retention, Sales Process, Direct Sales, B2B, New Business Development, Customer Acquisition, Sales Management, Marketing Strategy, Customer Service, Selling Skills, Selling, CRM, Strategic Partnerships
Education
College of Charleston 1995 — 1999
BA, Corporate Communications
Blue Ridge School
grimsley hs
The Piedmont Group of Atlanta December 2012 - Present
Restaurant.com August 2011 - December 2012
ABS USA Division 2010 - 2011
Tax Law Associates LLC January 2004 - January 2009
Northwestern Mutual January 2002 - January 2004
Better Brands, Inc (Budweiser) January 2000 - January 2002
Skills
Cold Calling, Sales, Lead Generation, Sales Operations, Marketing, Business Development, Negotiation, Sales Presentations, Salesforce.com, Account Management, Customer Retention, Sales Process, Direct Sales, B2B, New Business Development, Customer Acquisition, Sales Management, Marketing Strategy, Customer Service, Selling Skills, Selling, CRM, Strategic Partnerships
Education
College of Charleston 1995 — 1999
BA, Corporate Communications
Blue Ridge School
grimsley hs
Michael Sellecchia's Northwestern Mutual Experience June 2012 - October 2012
Job Wealth Management & Financial Planning at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2012 - Present
Northwestern Mutual June 2012 - October 2012
Philadelphia Professional Compounding Pharmacy June 2009 - October 2011
Northeast US Motor Sports October 2004 - March 2010
Merrill Lynch October 2008 - May 2009
Skills
Sales Management, Marketing Strategy, Direct Marketing, Contract Negotiation, Finance, Product Marketing, Sales, Entrepreneurship, Customer Service, Product Development, Strategic Planning, Marketing, Investments, New Business Development, Project Management, Time Management
Education
College for Financial Planning 2013 — 2014
Penn State University 2004 — 2009
B.S. Business Administration, Finance
Janney Montgomery Scott LLC October 2012 - Present
Northwestern Mutual June 2012 - October 2012
Philadelphia Professional Compounding Pharmacy June 2009 - October 2011
Northeast US Motor Sports October 2004 - March 2010
Merrill Lynch October 2008 - May 2009
Skills
Sales Management, Marketing Strategy, Direct Marketing, Contract Negotiation, Finance, Product Marketing, Sales, Entrepreneurship, Customer Service, Product Development, Strategic Planning, Marketing, Investments, New Business Development, Project Management, Time Management
Education
College for Financial Planning 2013 — 2014
Penn State University 2004 — 2009
B.S. Business Administration, Finance
Chris Mackenzie's Northwestern Mutual Experience June 2005 - August 2012
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group August 2012 - Present
Northwestern Mutual June 2005 - August 2012
Professional Hockey 1992 - 2004
Skills
Retirement Planning, Disability Insurance, Retirement, Fixed Annuities, Life Insurance, Insurance, Investments, Estate Planning, Long-term Care, Strategic Financial..., Series 63, Securities, Mutual Funds, Wealth Management, Employee Benefits, Financial Services, Finance, Series 6, Wealth Accumulation, Term Life Insurance, Financial Planning
Education
Colgate University 1990 — 1994
St. Michaels College School 1984 — 1989
Georges Vanier
WestPoint Financial Group August 2012 - Present
Northwestern Mutual June 2005 - August 2012
Professional Hockey 1992 - 2004
Skills
Retirement Planning, Disability Insurance, Retirement, Fixed Annuities, Life Insurance, Insurance, Investments, Estate Planning, Long-term Care, Strategic Financial..., Series 63, Securities, Mutual Funds, Wealth Management, Employee Benefits, Financial Services, Finance, Series 6, Wealth Accumulation, Term Life Insurance, Financial Planning
Education
Colgate University 1990 — 1994
St. Michaels College School 1984 — 1989
Georges Vanier
Chelsea Klingler's Northwestern Mutual Experience 2008 - October 2011
Job Director of Recruiting at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual- The Zach Group September 2011 - Present
Northwestern Mutual 2008 - October 2011
Northwestern Mutual Financial Network July 2007 - July 2008
Skills
College Recruiting, Recruiting, Training, Coaching, Time Management, Finance, Applicant Tracking..., Talent Acquisition, Onboarding, Employee Benefits, Resume Writing, Cold Calling, Interviews, Employee Relations, Technical Recruiting, Internet Recruiting
Education
Coe College 2003 — 2007
BA, Psychology and English
Northwestern Mutual- The Zach Group September 2011 - Present
Northwestern Mutual 2008 - October 2011
Northwestern Mutual Financial Network July 2007 - July 2008
Skills
College Recruiting, Recruiting, Training, Coaching, Time Management, Finance, Applicant Tracking..., Talent Acquisition, Onboarding, Employee Benefits, Resume Writing, Cold Calling, Interviews, Employee Relations, Technical Recruiting, Internet Recruiting
Education
Coe College 2003 — 2007
BA, Psychology and English
Nate Barns's Northwestern Mutual Experience August 2005 - April 2006
Job Financial Advisor CFP at Edward Jones
Industry Financial Services
Experience
Edward Jones 2008 - Present
IBM June 2006 - May 2008
Northwestern Mutual August 2005 - April 2006
Skills
Certified Financial..., Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investment Strategies, IRAs, 401k Rollovers, Estate Planning, Life Insurance, Uniform Combined State..., Customer Service, Finance, Financial Analysis, Financial Planning, Fixed Annuities, Investment Advisory
Education
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Oklahoma State University
BS, Finance
Edward Jones 2008 - Present
IBM June 2006 - May 2008
Northwestern Mutual August 2005 - April 2006
Skills
Certified Financial..., Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investment Strategies, IRAs, 401k Rollovers, Estate Planning, Life Insurance, Uniform Combined State..., Customer Service, Finance, Financial Analysis, Financial Planning, Fixed Annuities, Investment Advisory
Education
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Oklahoma State University
BS, Finance
Shannon Smigen's Northwestern Mutual Experience May 2007 - July 2007
Job Associate Brand Manager at Mondelēz International
Industry Marketing and Advertising
Experience
Mondelēz International August 2015 - Present
Mondelēz International June 2014 - August 2014
MediaVest April 2012 - June 2013
Digitas August 2010 - March 2012
Mediacom June 2010 - August 2010
Mediacom October 2009 - May 2010
Northwestern Mutual May 2007 - July 2007
Skills
Digital Media, Media Planning, Digital Strategy, Media Strategy, Budget Management, Integrated Marketing, Communications Planning, Mobile Advertising, Social Media, Mobile Marketing, Media Buying, Digital Marketing, DoubleClick
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Colgate University 2005 — 2009
Bachelor of Arts (BA)
Mondelēz International August 2015 - Present
Mondelēz International June 2014 - August 2014
MediaVest April 2012 - June 2013
Digitas August 2010 - March 2012
Mediacom June 2010 - August 2010
Mediacom October 2009 - May 2010
Northwestern Mutual May 2007 - July 2007
Skills
Digital Media, Media Planning, Digital Strategy, Media Strategy, Budget Management, Integrated Marketing, Communications Planning, Mobile Advertising, Social Media, Mobile Marketing, Media Buying, Digital Marketing, DoubleClick
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Colgate University 2005 — 2009
Bachelor of Arts (BA)
Jesse Baker's Northwestern Mutual Experience April 2009 - Present
Job Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual April 2009 - Present
Baker Business Enterprises Inc April 2005 - Present
Wyeth April 2002 - December 2004
Cintas August 2000 - August 2001
Skills
Financial Planning, Customer Service, Strategic Planning, Management, Team Building, Public Speaking, Leadership, Microsoft Office, Sales, Healthcare, Microsoft Excel
Education
Coastal Carolina University 1996 — 1999
BS
Northwestern Mutual April 2009 - Present
Baker Business Enterprises Inc April 2005 - Present
Wyeth April 2002 - December 2004
Cintas August 2000 - August 2001
Skills
Financial Planning, Customer Service, Strategic Planning, Management, Team Building, Public Speaking, Leadership, Microsoft Office, Sales, Healthcare, Microsoft Excel
Education
Coastal Carolina University 1996 — 1999
BS
Chris Herman's Northwestern Mutual Experience July 1995 - April 2000
Job National Account Manager
Industry Internet
Experience
Monster January 2009 - Present
CareerBuilder.com April 2003 - September 2008
About.com May 2000 - February 2002
Northwestern Mutual July 1995 - April 2000
Skills
Maintaining Strong..., Strategic Planning, Sales and Revenue Growth, Key Account Management, Team Building, Mentoring, Lead Generation, Sales
Education
Colgate University 1991 — 1995
Bachelor of Arts (B.A.)
Westminster School 1988 — 1991
Monster January 2009 - Present
CareerBuilder.com April 2003 - September 2008
About.com May 2000 - February 2002
Northwestern Mutual July 1995 - April 2000
Skills
Maintaining Strong..., Strategic Planning, Sales and Revenue Growth, Key Account Management, Team Building, Mentoring, Lead Generation, Sales
Education
Colgate University 1991 — 1995
Bachelor of Arts (B.A.)
Westminster School 1988 — 1991
Carey Taylor's Northwestern Mutual Experience January 2009 - May 2009
Job Product Manager at Brown Advisory | Thoughtful Investing
Industry Investment Management
Experience
Brown Advisory January 2015 - Present
Brown Advisory March 2013 - Present
T. Rowe Price April 2011 - March 2013
T Rowe Price March 2010 - April 2011
Fresh! Boutique May 2007 - June 2009
Northwestern Mutual January 2009 - May 2009
Skills
Mutual Funds, Series 6, series 63, Microsoft Office, Access
Education
College of Charleston 2005 — 2009
Bachelor of Science (BS), International Business
Universidad de Colima 2008 — 2008
maryvale preparatory school
Brown Advisory January 2015 - Present
Brown Advisory March 2013 - Present
T. Rowe Price April 2011 - March 2013
T Rowe Price March 2010 - April 2011
Fresh! Boutique May 2007 - June 2009
Northwestern Mutual January 2009 - May 2009
Skills
Mutual Funds, Series 6, series 63, Microsoft Office, Access
Education
College of Charleston 2005 — 2009
Bachelor of Science (BS), International Business
Universidad de Colima 2008 — 2008
maryvale preparatory school
Gregory Michaelos's Northwestern Mutual Experience January 2014 - September 2014
Job Business Development
Industry Retail
Experience
EyeDentity Optical at St. Michael's Eye and Laser October 2014 - Present
Northwestern Mutual January 2014 - September 2014
The University of Tampa August 2010 - December 2013
Skills
Entrepreneurship, Finance, Social Networking, Strategic Financial..., Risk Management, Motivational Speaking, Leadership, Team Building, Negotiation, Critical Thinking, Business Planning, Motivated self-starter, Start-ups, Lean Startup, SWOT analysis, Customer Service, Employee Benefits, Competitive Analysis, Paychex, WordPress, Google Analytics, Microsoft Excel, QuickBooks, Microsoft Word, PowerPoint
Education
University of Tampa 2010 — 2013
Bachelor's degree, Entrepreneurship and Finance
College of Charleston 2009 — 2010
Berkeley Preparatory School 2006 — 2009
High School
EyeDentity Optical at St. Michael's Eye and Laser October 2014 - Present
Northwestern Mutual January 2014 - September 2014
The University of Tampa August 2010 - December 2013
Skills
Entrepreneurship, Finance, Social Networking, Strategic Financial..., Risk Management, Motivational Speaking, Leadership, Team Building, Negotiation, Critical Thinking, Business Planning, Motivated self-starter, Start-ups, Lean Startup, SWOT analysis, Customer Service, Employee Benefits, Competitive Analysis, Paychex, WordPress, Google Analytics, Microsoft Excel, QuickBooks, Microsoft Word, PowerPoint
Education
University of Tampa 2010 — 2013
Bachelor's degree, Entrepreneurship and Finance
College of Charleston 2009 — 2010
Berkeley Preparatory School 2006 — 2009
High School
Steven Archibald's Northwestern Mutual Experience January 2013 - December 2013
Job Assistant Project Manager at HITT Contracting Inc.
Industry Construction
Experience
HITT Contracting Inc. January 2015 - Present
HITT Contracting Inc. January 2014 - December 2014
Northwestern Mutual January 2013 - December 2013
Radford University 2011 - May 2013
US Navy, Naval Mobile Construction Battalion One October 2005 - October 2010
Skills
Command, Military, Project Planning, Leadership, Entrepreneurship, Team Leadership, Analysis, Change Management, Human Resources, Training, Microsoft Excel, Financial Analysis, Risk Management, Data Analysis, Government, PowerPoint, Public Speaking, Finance, Program Management, Microsoft Office, Project Management, Strategic Planning, Management
Education
Radford University - College of Business and Economics 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Management, Summa Cum Laude
Coastline Community College 2006 — 2008
Associate of Arts (A.A.), Construction Technology Management
Langley High School
HITT Contracting Inc. January 2015 - Present
HITT Contracting Inc. January 2014 - December 2014
Northwestern Mutual January 2013 - December 2013
Radford University 2011 - May 2013
US Navy, Naval Mobile Construction Battalion One October 2005 - October 2010
Skills
Command, Military, Project Planning, Leadership, Entrepreneurship, Team Leadership, Analysis, Change Management, Human Resources, Training, Microsoft Excel, Financial Analysis, Risk Management, Data Analysis, Government, PowerPoint, Public Speaking, Finance, Program Management, Microsoft Office, Project Management, Strategic Planning, Management
Education
Radford University - College of Business and Economics 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Management, Summa Cum Laude
Coastline Community College 2006 — 2008
Associate of Arts (A.A.), Construction Technology Management
Langley High School
Ray Pollard's Northwestern Mutual Experience December 2003 - June 2004
Job Retired Financial Services Representative
Industry Financial Services
Experience
Northwestern Mutual December 2003 - June 2004
Prudential Financial September 1982 - December 2002
Kimberly-Clark December 1975 - September 1982
Education
University of Tennessee-Knoxville 1973 — 1975
B.A., MBA, Economics
College for Financial Planning 1995 — 1998
CFP, Financial Planning
The American College 1985 — 1987
CLU, ChFC
Northwestern Mutual December 2003 - June 2004
Prudential Financial September 1982 - December 2002
Kimberly-Clark December 1975 - September 1982
Education
University of Tennessee-Knoxville 1973 — 1975
B.A., MBA, Economics
College for Financial Planning 1995 — 1998
CFP, Financial Planning
The American College 1985 — 1987
CLU, ChFC
Stephen Simmerer's Northwestern Mutual Experience December 2013 - May 2014
Job Intern/Training at Raymond James Financial Inc.
Industry Investment Management
Experience
Fun Entrepreneur June 2015 - Present
Raymond James Financial Inc. 2014 - Present
Northwestern Mutual December 2013 - May 2014
Put-in-Bay Brewing Co. March 2013 - August 2013
Mojito Bay March 2010 - August 2013
Willie T's September 2010 - April 2013
Camp Micah May 2009 - September 2009
Skills
Human Relationship, Personal Development, Personal Training, Communication, Internal Communications, International Business, Cash Handling Experience, Team Management, Team Leadership, Spanish, Networking, Customer Service, Investments
Education
Cleveland State University 2013 — 2015
Economics
Kent State University 2009 — 2013
Economics
St.Edward HS 2004 — 2007
Fun Entrepreneur June 2015 - Present
Raymond James Financial Inc. 2014 - Present
Northwestern Mutual December 2013 - May 2014
Put-in-Bay Brewing Co. March 2013 - August 2013
Mojito Bay March 2010 - August 2013
Willie T's September 2010 - April 2013
Camp Micah May 2009 - September 2009
Skills
Human Relationship, Personal Development, Personal Training, Communication, Internal Communications, International Business, Cash Handling Experience, Team Management, Team Leadership, Spanish, Networking, Customer Service, Investments
Education
Cleveland State University 2013 — 2015
Economics
Kent State University 2009 — 2013
Economics
St.Edward HS 2004 — 2007
Brendon Cambra's Northwestern Mutual Experience May 2010 - August 2010
Job Head of Business Operations at Neverware
Industry Computer Software
Experience
Neverware July 2014 - Present
Towers Watson June 2012 - July 2014
Major League Ultimate March 2013 - April 2014
Mercer June 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Python, Stata, Statistics, PowerPoint, SAS, Data Analysis, Microsoft Excel, Actuarial Science, Employee Benefits, Financial Modeling, Economics, Statistical Modeling, Econometrics, Valuation
Education
Colgate University 2008 — 2012
B.A.
Neverware July 2014 - Present
Towers Watson June 2012 - July 2014
Major League Ultimate March 2013 - April 2014
Mercer June 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Python, Stata, Statistics, PowerPoint, SAS, Data Analysis, Microsoft Excel, Actuarial Science, Employee Benefits, Financial Modeling, Economics, Statistical Modeling, Econometrics, Valuation
Education
Colgate University 2008 — 2012
B.A.
Alicia Bourget's Northwestern Mutual Experience July 2007 - January 2011
Job Dedicated Business Professional
Industry Financial Services
Experience
ABRY Partners January 2011 - Present
Northwestern Mutual July 2007 - January 2011
Skills
Customer Service, Insurance, Time Management, Invoicing, Microsoft Excel, Microsoft Office
Education
Coastal Carolina University 2000 — 2005
BA, Business & Psychology
ABRY Partners January 2011 - Present
Northwestern Mutual July 2007 - January 2011
Skills
Customer Service, Insurance, Time Management, Invoicing, Microsoft Excel, Microsoft Office
Education
Coastal Carolina University 2000 — 2005
BA, Business & Psychology
Blake Dobies's Northwestern Mutual Experience May 2012 - Present
Job Associate at Ridgetop Research
Industry Financial Services
Experience
Ridgetop Research August 2015 - Present
Northwestern Mutual May 2012 - Present
The Ayco Company, L.P. September 2010 - May 2012
Kinder College September 2009 - August 2010
Skills
Financial Services, Series 6, Personal Financial..., Life & Health Insurance..., Elementary Education, Microsoft Office, Investments, Marketing, Financial Analysis
Education
The American College 2012 — 2014
Certified Financial Planner, CFP, Financial Planning and Services
New York University 2011 — 2012
Certified Financial Planner, CFP, Financial Planning and Services
College for Financial Planning 2010 — 2011
Registered Paraplanner, RP, Financial Planning and Services
Indiana University Bloomington 2005 — 2009
Ridgetop Research August 2015 - Present
Northwestern Mutual May 2012 - Present
The Ayco Company, L.P. September 2010 - May 2012
Kinder College September 2009 - August 2010
Skills
Financial Services, Series 6, Personal Financial..., Life & Health Insurance..., Elementary Education, Microsoft Office, Investments, Marketing, Financial Analysis
Education
The American College 2012 — 2014
Certified Financial Planner, CFP, Financial Planning and Services
New York University 2011 — 2012
Certified Financial Planner, CFP, Financial Planning and Services
College for Financial Planning 2010 — 2011
Registered Paraplanner, RP, Financial Planning and Services
Indiana University Bloomington 2005 — 2009
Stephen Naidu's Northwestern Mutual Experience May 2008 - August 2008
Job Commercial Real Estate Advisor at Cresa
Industry Commercial Real Estate
Experience
Cresa June 2014 - Present
Yext July 2012 - February 2013
Levy Phillips & Konigsberg, LLP October 2010 - April 2012
PNC May 2009 - August 2009
Northwestern Mutual May 2008 - August 2008
Skills
Data Analysis, Market Research, Social Media, Investments, Leadership, Commercial Real Estate, Commercial Leasing, Sales, Real Estate, Sales Presentations, Quantitative Analytics, Event Planning, Economics, Fundraising, Access, Marketing, SPSS, Facebook, Social Media Marketing, Salesforce.com, Valuation, Hedge Funds, Non-profits, SAS, Equities, Office Tenant..., Tenant Representation
Education
Colgate University 2006 — 2010
Bachelor of Arts (B.A.), History
Cresa June 2014 - Present
Yext July 2012 - February 2013
Levy Phillips & Konigsberg, LLP October 2010 - April 2012
PNC May 2009 - August 2009
Northwestern Mutual May 2008 - August 2008
Skills
Data Analysis, Market Research, Social Media, Investments, Leadership, Commercial Real Estate, Commercial Leasing, Sales, Real Estate, Sales Presentations, Quantitative Analytics, Event Planning, Economics, Fundraising, Access, Marketing, SPSS, Facebook, Social Media Marketing, Salesforce.com, Valuation, Hedge Funds, Non-profits, SAS, Equities, Office Tenant..., Tenant Representation
Education
Colgate University 2006 — 2010
Bachelor of Arts (B.A.), History
Jessie Clark's Northwestern Mutual Experience April 2014 - August 2015
Job Gifts & Records Coordinator at Coe College
Industry Higher Education
Experience
Coe College August 2015 - Present
Northwestern Mutual April 2014 - August 2015
Northwestern Mutual November 2012 - April 2014
Smugglers Wharf September 2011 - October 2012
Okoboji Grill 2006 - 2010
Education
Coe College 2006 — 2011
Bachelor's degree, Biology, General
Coe College August 2015 - Present
Northwestern Mutual April 2014 - August 2015
Northwestern Mutual November 2012 - April 2014
Smugglers Wharf September 2011 - October 2012
Okoboji Grill 2006 - 2010
Education
Coe College 2006 — 2011
Bachelor's degree, Biology, General
Zachary Amron's Northwestern Mutual Experience May 2011 - August 2011
Job Analyst at Ellington Management Group
Industry Financial Services
Experience
Ellington Management Group May 2014 - Present
Quinn Emanuel May 2013 - May 2014
Alvarez & Marsal May 2012 - August 2012
Northwestern Mutual May 2011 - August 2011
US Attorney's Office, Eastern District of New York: Business and Securities Fraud Division May 2010 - August 2010
Skills
Microsoft Excel, Public Speaking, Legal Writing, Legal Research, Research, Analysis, PowerPoint, Financial Analysis, Securities Regulation, Westlaw, SQL, Python, ERISA, UBTI, Investment Advisor..., Quantitative Portfolio..., UCITS, Intex Desktop, Bloomberg Terminal
Education
Colgate University 2009 — 2013
BA
Ellington Management Group May 2014 - Present
Quinn Emanuel May 2013 - May 2014
Alvarez & Marsal May 2012 - August 2012
Northwestern Mutual May 2011 - August 2011
US Attorney's Office, Eastern District of New York: Business and Securities Fraud Division May 2010 - August 2010
Skills
Microsoft Excel, Public Speaking, Legal Writing, Legal Research, Research, Analysis, PowerPoint, Financial Analysis, Securities Regulation, Westlaw, SQL, Python, ERISA, UBTI, Investment Advisor..., Quantitative Portfolio..., UCITS, Intex Desktop, Bloomberg Terminal
Education
Colgate University 2009 — 2013
BA
Matthew Schorgl's Northwestern Mutual Experience May 2002 - March 2003
Job Business Credit Analyst at KeyBank
Industry Banking
Experience
KeyBank October 2012 - Present
KeyBank November 2005 - Present
McDoald Financial Group August 2004 - November 2005
ITF Global Partners May 2003 - August 2003
Northwestern Mutual May 2002 - March 2003
Skills
Investments, Portfolio Management, Credit, Finance, Loans, Leadership
Education
Cleveland State University 2007 — 2009
MBA, Business Administration
Miami University 1999 — 2004
BS Business Admin, Finance and MIS double Major
KeyBank October 2012 - Present
KeyBank November 2005 - Present
McDoald Financial Group August 2004 - November 2005
ITF Global Partners May 2003 - August 2003
Northwestern Mutual May 2002 - March 2003
Skills
Investments, Portfolio Management, Credit, Finance, Loans, Leadership
Education
Cleveland State University 2007 — 2009
MBA, Business Administration
Miami University 1999 — 2004
BS Business Admin, Finance and MIS double Major
Daniel Causey's Northwestern Mutual Experience September 2011 - January 2012
Job Vice President at College of Charleston Student Finance and Investment Club
Industry Financial Services
Experience
College of Charleston Student Finance and Investment Club August 2011 - Present
Northwestern Mutual September 2011 - January 2012
Education
College of Charleston 2008 — 2012
B.S., Business Administration Concentration Finance
College of Charleston Student Finance and Investment Club August 2011 - Present
Northwestern Mutual September 2011 - January 2012
Education
College of Charleston 2008 — 2012
B.S., Business Administration Concentration Finance
Joe J Dalleo's Northwestern Mutual Experience June 2012 - August 2012
Job The Dalleo Group Inc.
Industry Insurance
Experience
Dalleo Group Inc May 2011 - August 2013
Northwestern Mutual June 2012 - August 2012
Education
Coastal Carolina University 2011 — 2013
Business finance
Our Lady of Lourdes high school 2005 — 2009
Dalleo Group Inc May 2011 - August 2013
Northwestern Mutual June 2012 - August 2012
Education
Coastal Carolina University 2011 — 2013
Business finance
Our Lady of Lourdes high school 2005 — 2009
Nicolette Jordan's Northwestern Mutual Experience August 2015 - Present
Job Student at Clevleand State Univeristy
Industry
Experience
Northwestern Mutual August 2015 - Present
Nordson Corporation May 2015 - August 2015
Education
Cleveland State University 2014 — 2016
Bachelor's degree, Psychology, 3.7
Lorain County Community College 2012 — 2014
Associate of Arts (A.A.), 3.9
Northwestern Mutual August 2015 - Present
Nordson Corporation May 2015 - August 2015
Education
Cleveland State University 2014 — 2016
Bachelor's degree, Psychology, 3.7
Lorain County Community College 2012 — 2014
Associate of Arts (A.A.), 3.9
Wells Fargo
Fidelity Investments
U.S. Bank
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank