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),
Northwestern Mutual List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Northwestern Mutual. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Triage Consulting Group July 2015 - Present
Children's Hospital Los Angeles (CHLA) February 2015 - Present
Children's Hospital Los Angeles (CHLA) May 2014 - January 2015
Northwestern Mutual May 2013 - August 2013
Braathe Enterprises June 2012 - August 2012
Ace Parking May 2011 - August 2011
Skills
Leadership, Project Management, Team Building, Team Leadership, Finance, Time Management, Self-starter, Microsoft Excel, Microsoft Word, PowerPoint, Cold Calling, Customer Retention, Account Management, Sales Process, Sales Management, Microsoft PowerPoint, Access
Education
University of Southern California 2013 — 2015
Master of Health Administration, Business Administration and Management, General
USC Marshall School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General, Junior
La Jolla Senior High School 2006 — 2010
Northwestern Mutual May 2015 - Present
Skills
Mobile Applications, Xcode, Objective-C, Java, C++, Eclipse, Social Networking, Microsoft Office, PowerPoint, Event Planning, Research, Customer Service, Marketing, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork
Education
University of Southern California 2012 — 2016
Bachelor of Science (BS), Computer Science and Business Administration
Dana Hills High School 2008 — 2012
Northwestern Mutual May 2011 - Present
Business and Professional Women 2015 - 2015
Business and Professional Women 2015 - 2015
Junior Achievement 2014 - 2015
Junior Achievement 2014 - 2015
Jabil July 2009 - May 2011
Skills
Risk Management, Project Management, Management, Budgets, Project Planning, Training, Financial Analysis, Strategic Financial..., Investments, Insurance, Sales, Strategic Planning, Sales Management, Business Development, New Business Development, Leadership, Customer Service, Social Media, SharePoint, Marketing
Education
University of South Florida 2007 — 2009
BA, Finance
Pasco-Hernando Community College 2004 — 2006
Associate in Arts, Business and Marketing
Hudson High School 2000 — 2005
Hillsborough County Fire Rescue June 2013 - Present
Entertainment Revue Foundation, Inc. April 2012 - Present
Northwestern Mutual September 2012 - June 2013
Gordon Food Service December 2009 - April 2012
OPBI, Inc June 2007 - June 2009
Skills
Nonprofits, Entertainment, CRM, Non-profits, Event Management, Marketing Strategy, Sales, Social Media, Social Media Marketing, Event Planning, Advertising, Fundraising, Community Development, Marketing Communications, Public Relations, Cold Calling, Social Networking, Marketing
Education
University of South Florida 2004 — 2008
Bachelor of Arts (B.A.), Public and Cultural Communication
IDM, Inc. June 2014 - Present
Northwestern Mutual January 2014 - May 2014
University of Southern California October 2013 - April 2014
Psyched for Jobs August 2013 - October 2013
Virginia Commonwealth University May 2013 - August 2013
Virginia Commonwealth University May 2010 - August 2013
Skills
Data Analysis, Alteryx, Microsoft Excel, Tableau, Project Management, Market Research, Data Mining, Key Client Relationships, SPSS, Financial Services
Education
University of Southern California 2013 — 2014
Master of Science (MS), Applied Psychology
Virginia Commonwealth University 2010 — 2013
Bachelor's degree, Mechanical Engineering and Psychology
EY August 2014 - Present
AIG June 2013 - August 2013
Northwestern Mutual August 2012 - December 2012
Northwestern Mutual May 2012 - August 2012
Anisa Productions January 2012 - May 2012
California Science Center October 2010 - December 2011
Roozt.com May 2011 - August 2011
Skills
Marketing, Social Media, Social Networking, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Social Media Marketing, Facebook, Research, Event Planning, Customer Service, Microsoft Word, Public Relations, Leadership, Financial Analysis
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Business Administration
ICHEC Brussels Management School 2013 — 2013
Business Administration and Management, General
Los Osos High School
PwC June 2015 - August 2015
Disney ABC Television Group September 2014 - December 2014
Ampush May 2014 - August 2014
Channel Factory September 2013 - January 2014
Northwestern Mutual May 2013 - August 2013
College Planning ABC June 2012 - August 2013
Chrisman & Company January 2013 - May 2013
Xanh Restaurant September 2011 - January 2013
Skills
Microsoft Office, Marketing Strategy, Customer Service, Sales, Management, PowerPoint, Data Entry, Business Development, Microsoft Excel, Social Networking, Marketing, Social Media, Social Media Strategist, Illustrator, Digital Marketing, Time Management, Organizational..., Photoshop, Adobe Creative Suite, HTML, CSS, SAP, Financial Analysis, Business Strategy, Presentations, Social Media Marketing
Education
University of Southern California 2012 — 2016
Bachelor of Science (BS), Business Administration, Senior
Piedmont Hills High School 2008 — 2012
Wells Fargo January 2014 - Present
USC Panhellenic Council December 2012 - November 2013
Wells Fargo June 2013 - August 2013
USC Panhellenic Council December 2011 - December 2012
Northwestern Mutual October 2011 - August 2012
ThinkImpact May 2011 - August 2011
CBS Television Studios May 2010 - August 2010
Skills
Microsoft Office, Research, Data Analysis, Public Speaking, Critical Thinking
Education
University of Southern California 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Finance
University of Southern California 2009 — 2013
Bachelor of Arts (B.A.), Music, Piano Performance
Northwestern Mutual May 2013 - Present
USC Marshall School of Business August 2010 - May 2014
University of Southern California 2010 - 2014
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Event Planning, Higher Education, Facebook, Goal Oriented, Social Networking, Teamwork, Spanish, Fundraising, Achieving Results, Customer Service, Data Entry, Team Leadership, Financial Modeling
Education
USC Marshall School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Southern California 2010 — 2014
Bachelor's of Science, Business Administration and Management, General
Northwestern Mutual 1995 - Present
University of South Florida Business School 1991 - 1995
Education
University of South Florida 1991 — 1995
Bachelors, Business
Northrop Grumman Corporation June 2015 - Present
Northwestern Mutual June 2014 - November 2014
BESThq by Probity Builders July 2012 - August 2013
CCI Automated Technologies June 2011 - August 2011
Skills
Social Media Marketing, MailChimp, SurveyMonkey, Facebook Marketing, Eventbrite, Email Newsletter Design, Fundraising, Newsletters, Training, Social Networking, Marketing, Marketing Communications, Community Management, Start-ups, Photoshop, Microsoft Excel, Microsoft Word, Public Speaking, Management, Event Planning, Facebook, Microsoft Office, PowerPoint, Social Media
Education
University of Southern California 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Senior
Jesuit High School 2008 — 2012
Northwestern Mutual May 2014 - Present
Wilcon June 2013 - August 2013
SendMoneyPacific January 2013 - August 2013
Developing Markets Associates June 2012 - August 2012
The Shanks Law Firm June 2009 - August 2009
Skills
Telecommunications, Marketing, Networking, Brand Management, International Marketing, Accounting, Organization &..., Spanish-speaking, Global Marketing, Competitive Analysis, Market Research, Entrepreneurship
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Business Administration
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), International Relations
Ideal Image September 2012 - Present
On The Mark Productions, LLC November 2011 - August 2012
GMR Marketing Company January 2010 - August 2012
Northwestern Mutual June 2011 - August 2011
Edwards Student Housing Management Company December 2008 - March 2011
Edward's Housing Companies June 2009 - July 2009
Skills
Computer Proficiency, Organization, Multitasking Skills, Sales Presentations, Selling, Success Driven, Task-oriented, Sales Management, Marketing Management, Marketing Strategy, Social Media Marketing, Marketing Research, Training, Marketing, Sales Operations, Management, Competitive Analysis, Leadership, Teamwork, Merchandising, Salesforce.com, Market Research, Advertising, Cold Calling, Sales
Education
University of South Florida 2008 — 2012
Bachelor of Science, Economics & Marketing
Northwestern Mutual May 2012 - Present
Republican Party of Florida January 2012 - May 2012
Skills
Time Management, PowerPoint, Microsoft Excel, Social Networking, Microsoft Office, Customer Service, Facebook, Public Speaking, Marketing Communications, Microsoft Word, Event Planning
Education
University of South Florida - College of Business Administration 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
TM Financial Forensics LLC July 2015 - Present
TM Financial Forensics LLC August 2013 - Present
Farmer & Ridley October 2012 - August 2013
Northwestern Mutual January 2012 - September 2012
USC ITS Learning August 2009 - December 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Spanish, Research, Microsoft Word, Financial Modeling, Java, Filing, Finance, Leadership
Education
University of Southern California 2009 — 2013
Bachelor of Arts (B.A.), Economics & Spanish
International Institute 2011 — 2011
Spanish
Immaculate Heart High School 2005 — 2009
4.53
Moelis & Company June 2015 - August 2015
Houlihan Lokey October 2014 - April 2015
OpenGate Capital June 2014 - August 2014
Marina Capital Partners February 2014 - June 2014
RBC September 2013 - December 2013
Northwestern Mutual May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Video Editing, Leadership, Interviews, Data Analysis, Finance, Economics, Market Research, Valuation, Investment Banking, Private Equity, Facebook
Education
University of Southern California
Bachelor of Science (B.S.), Business Administration
Boeing June 2015 - Present
Boeing June 2014 - June 2015
Boeing January 2013 - June 2014
NBCUniversal, Inc. May 2012 - August 2012
Department of Consumer Affairs May 2011 - July 2011
Northwestern Mutual October 2010 - December 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Minitab, Microsoft Word, JMP, Excel, Word, Enterprise Accounting..., Team Leadership, Statistical Data..., Financial Modeling, Forecasting
Education
University of Southern California 2011 — 2012
Bachelor's of Science, Business Administration, Corporate Finance
University of California, Davis 2008 — 2010
Northwestern Mutual November 2014 - Present
USC Interfraternity Council November 2014 - Present
USC Hillel Foundation October 2014 - July 2015
Tau Kappa Epsilon - Beta Sigma Chapter 2013 - 2014
Crestmoor Community Association 2010 - 2014
Skills
Public Speaking, Sales, Marketing Strategy, Brand Development, Leadership, Social Media, Business Relationship..., PowerPoint, Analysis, Microsoft Office, Microsoft Excel, Event Planning, Marketing, Management, Social Networking, Music Industry, Facebook, Guitar, Microsoft Word, Piano, Software Documentation, Logic Pro, iPhone Application..., Social Media Marketing, Research, Customer Service
Education
University of Southern California 2012 — 2016
Bachelor of Arts, (Major) Human Performance - (Minors) Business & Music Industry, Junior
Denver East High School 2008 — 2012
New York Life Insurance Company December 2014 - Present
AT&T September 2013 - November 2014
Northwestern Mutual April 2014 - August 2014
Prudential Financial December 2013 - March 2014
University of South Florida December 2012 - February 2014
Skills
Investments, Investment Research, Equity Research, Customer Service, Management, Microsoft Excel, Financial Analysis, Financial Advisory, Financial Services, Market Research, Teamwork, Friendly Personality, Training, Access
Education
University of South Florida 2011 — 2014
BS Finance, Business Administration and Management, General, 3.1
Forest Hill Community High School 2007 — 2011
Nixon Benefits November 2013 - Present
Marvel Entertainment February 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Northwestern Mutual December 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, JMP, SharePoint, QuickBooks, Worldox, Market Research, Social Networking, Strategic Financial..., Financial Analysis, Facebook, Financial Modeling, Data Analysis, Sales
Education
University of Southern California 2008 — 2012
Bachelor of Science (B.S.), Marshall School of Business
Palisades Media Group May 2015 - Present
Northwestern Mutual May 2015 - Present
Kappa Alpha Theta Fraternity- Omicron Chapter January 2015 - Present
Trojan Vision Television September 2014 - Present
The Melting Pot Restaurants May 2014 - Present
University of Southern California August 2014 - Present
Toby Keith's I Love This Bar and Grill- Boomtown Entertainment May 2014 - July 2014
Thrifty Hunter Magazine May 2014 - June 2014
Civitan Foundation June 2013 - August 2013
Skills
Leadership, Marketing, Social Networking, Event Planning, Social Media, Healthcare, Management, Advertising, International Business, Creative Direction, Writing, Customer Service, Microsoft Excel, Entertainment, Media Production, Youth Mentoring, Hospitality, Public Speaking
Education
University of Southern California 2013 — 2017
Bachelor of Science (B.S.), Business Administration
BG Partners June 2015 - August 2015
Northwestern Mutual May 2014 - August 2014
LPL Financial August 2013 - December 2013
Elite Educational Institute (USA) May 2013 - August 2013
San Ramon Testing Services May 2012 - August 2013
Education
University of Southern California 2012 — 2016
Bachelor of Science (BS), Industrial and Systems Engineering, Junior
John C. Kimball High School 2008 — 2012
Kaizen Revolutions Inc. April 2015 - Present
Stalwart Concepts, Inc. May 2014 - April 2015
USF College of Behavioral and Community Sciences February 2014 - June 2014
G3 February 2014 - February 2014
USF Botanical Gardens September 2013 - February 2014
ACN July 2013 - January 2014
Northwestern Mutual May 2013 - September 2013
Skills
Communication, Microsoft Word, Time Management, Teamwork, Leadership, PowerPoint, Accounting, Merchandising, Data Entry, Microsoft Excel, Public Speaking, Retail, Recruiting, Visual Merchandising, Event Management, Inventory Management, Human Resources, Community Outreach, Customer Satisfaction, Critical Thinking, Microsoft Office, Budgets, Event Planning, Social Networking, Social Media Marketing, Access, Data Analysis, Training, Research, Social Media, Facebook, Fashion, Leadership Development, Outlook
Education
University of South Florida 2012 — 2016
Bachelor of Business Administration (BBA), Marketing, Senior
Archbishop Curley-Notre Dame HS 2008 — 2012
High School Diploma
Aramark Uniform Services May 2015 - August 2015
Northwestern Mutual January 2015 - April 2015
Brazen Fox May 2013 - August 2013
Skills
Microsoft Excel, Mathematics, Statistics, Customer Service, Teamwork, Java, Microsoft Office, English, PowerPoint, C, C++, Mathematica, Leadership, Time Management, Public Speaking, Social Media
Education
University of Southern California 2012 — 2017
Economics/Mathematics
USC Graduate Student Government August 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Northwestern Mutual June 2014 - August 2014
University of Southern California September 2012 - May 2014
Jamaica Bay Inn May 2012 - August 2012
Skills
Microsoft Suites, Micros Operating System, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Event Planning, Customer Service, Library, Facebook, Social Media, Microsoft Word, Photoshop
Education
University of Southern California 2012 — 2016
Business Administration, Senior
Northwestern Mutual December 2014 - May 2015
H&R Block December 2012 - April 2014
Burger 21 May 2013 - December 2013
Skills
Bilingual-English/Spanis..., Reliable, Self-starter, Team-oriented, Efficent, Resourceful in the..., Resourceful...
Education
University of South Florida 2013 — 2014
Accounting and Finance
Valencia College 2011 — 2013
General AA
UBS Financial Services, Inc. April 2015 - Present
Northwestern Mutual January 2015 - Present
Viterbi Career Services September 2014 - Present
Amazon October 2013 - January 2014
Curren Price for City Council April 2013 - June 2013
Aja Brown for Mayor Campaign March 2013 - June 2013
Wendy Gruel for Mayor Campaign January 2013 - June 2013
SEIU Local 1000 July 2010 - July 2010
Skills
Customer Service, Public Speaking, Outlook, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Research, Teamwork, Social Networking, Fundraising, Windows, Organizational..., Entrepreneurship
Education
University of Southern California 2013 — 2017
Bachelor of Science (B.S.), Real Estate Development
The Masters School 2010 — 2013
High School Diploma, General Studies
PricewaterhouseCoopers June 2014 - Present
Pasco Hernando State College September 2012 - May 2014
Grimail Crawford, Inc. June 2007 - September 2012
Northwestern Mutual May 2006 - December 2006
Skills
Financial Analysis, Microsoft Excel, Employee Benefits, Accounts Payable
Education
University of South Florida - College of Business Administration 2002 — 2006
Finance
Northwestern Mutual May 2014 - August 2014
Skills
Microsoft Excel, Social Media, Microsoft Office
Education
University of Southern California 2012 — 2016
Bachelor of Arts (B.A.), International Relations, Global Business (Finance track)
University of Southern California 2012 — 2016
Bachelor of Arts (B.A.), International Relations, Global Business (Finance track)
San Domenico School 2008 — 2012
Bachelor of Arts (B.A.), International Relations Global Business
Provident Funding Associates L.P. April 2014 - Present
Provident Funding Associates L.P. March 2012 - April 2014
Provident Funding Associates L.P. May 2011 - March 2012
Sands Investment Group May 2010 - November 2010
Northwestern Mutual February 2010 - October 2010
Skills
Real Estate Economics, Financial Analysis, Finance, Real Estate, Real Estate Development, Loans, Portfolio Management, Accounting, Fixed Income, Mortgage Servicing, Real Estate Financing, Marketing, Investments, Account Management, Analysis, Management, Investors
Education
University of Southern California 2007 — 2011
B.S. Public Policy, Planning, and Management, Cum Laude, Real Estate Development
Personal Capital April 2015 - Present
GCG Financial April 2014 - April 2015
Crispin Porter + Bogusky October 2013 - December 2013
University of Southern California August 2010 - May 2013
Northwestern Mutual May 2012 - November 2012
Alpine Associates, LP June 2011 - August 2011
Skills
Financial Analysis, Public Speaking, Leadership, Financial Modeling, Microsoft Excel, Microsoft Office, Retirement Planning, Strategic Financial..., Alternative Investments, Asset Allocation, Investment Strategies, Bloomberg Terminal, Time Management, Finance, Data Analysis
Education
University of Southern California 2010 — 2013
Bachelor of Arts (B.A.), Economics
Cherry Creek High School 2006 — 2009
Diploma
GulfCoast Networking, Inc. February 2003 - Present
Prudential Tropical Realty February 2000 - February 2003
Cyber Cowboy Consulting January 1996 - February 2003
Acordia June 1996 - December 1999
Northwestern Mutual June 1994 - June 1996
Bank of America June 1986 - May 1994
Skills
Networking, Windows Server, Servers, Microsoft Office, Cisco Technologies, Switches
Education
University of South Florida 1983 — 1986
BA, Management/MIS
Forest View High School 1975 — 1979
Northwestern Mutual May 2015 - August 2015
Rick Scott for Governor October 2014 - November 2014
YMCA June 2014 - August 2014
Skills
PowerPoint, Microsoft Word, Public Speaking, Customer Service, Microsoft Excel, Time Management, Microsoft Office
Education
University of South Florida 2012 — 2016
Finance
Lewis Medical Management LLC May 2014 - Present
Caterpillar Inc. January 2013 - September 2014
The Blatz Board of Directors January 2012 - December 2012
PwC July 2011 - December 2012
Illinois Department of Revenue November 2010 - June 2011
Ernst & Young LLP January 2010 - 2010
Northwestern Mutual February 2007 - August 2009
Skills
Accounting, Financial Reporting, Tax, Tax Consulting, Financial Analysis, Auditing, Due Diligence, Financial Planning, Capital Budgeting, New Business Development, Financial Modeling, Research & Development..., Corporate Tax, CPA, Sarbanes-Oxley Act, Tax Advisory, SEC filings, Internal Controls, Six Sigma, Strategic Financial..., SAP, Financial Accounting, GAAP, Management Consulting, Cost Accounting
Education
University of South Florida - College of Business Administration 2005 — 2009
Bachelor of Science, Accounting, Economics
Aon April 2015 - Present
Marsh & McLennan Companies August 2014 - April 2015
Marsh & McLennan Companies March 2013 - August 2014
Marsh & McLennan Companies March 2011 - March 2013
Wells Fargo June 2010 - March 2011
Northwestern Mutual May 2009 - August 2009
Skills
Risk Management, Financial Risk, Brokerage, Commercial Insurance, Property & Casualty..., Multinational, International Relations, Finance, Training, Financial Services, Mutual Funds, Series 7, Loans, Strategy, Program Management, Securities, Analysis, Banking, Disability Insurance, Insurance, Underwriting, Microsoft Office, Marketing
Education
University of Southern California 2015 — 2018
Master of Business Administration (MBA)
University of Southern California 2006 — 2010
Loyola High School 2002 — 2006
High School Diploma
Encore Capital Group February 2014 - Present
Independent January 2014 - Present
USC Marshall School of Business September 2010 - Present
Northwestern Mutual May 2013 - June 2013
HoneyBaked Ham December 2011 - December 2011
Skills
Matlab, Quantitative Analytics, SPSS, Microsoft Office, Economics, Facebook, Research, Sales, Applied Mathematics, LaTeX, Higher Education, Financial Analysis, Mathematical Modeling, Problem Solving, Information Technology, Computers, SQL, SAS, Microsoft Excel
Education
USC 2010 — 2013
Bachelor of Science (B.S.), Applied and Computational Mathematics, Senior
USF College of Business 2012 - Present
Northwestern Mutual June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Risk, Financial Analysis, Financial Modeling, Project Finance, Corporate Finance, Economics, Accounting, Budgets
Education
University of South Florida - College of Business Administration 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Hillsborough Community College 2010 — 2011
Associate of Arts (A.A.)
PaperFree Corporation August 2011 - Present
Apple Graphics Inc January 2010 - April 2011
Consolidated Graphics January 2010 - April 2011
USC Ticket Office August 2005 - December 2009
Northwestern Mutual May 2008 - October 2008
Skills
Building Relationships, Social Networking, Marketing, Customer Service, Networking, Sales, Sales Management, Operations Management, Technology, Microsoft Technologies, Mobile Devices, Mobile Technology, Team Leadership, Salesforce.com, Account Management, Marketing Communications, Project Management, Business Development, Entrepreneurship, Program Management, CRM, Team Building, Management, Direct Sales, Leadership, New Business Development, Microsoft Office
Education
University of Southern California 2005 — 2009
BS, Strategic Management
University of Southern California - Marshall School of Business 2005 — 2009
BS, Strategic Management
MICDS 1999 — 2005
High School
Mary Institute and Saint Louis Country Day School 1999 — 2005
High School
First Citizens Bank March 2015 - Present
First Citizens Bank and Trust Company, Inc. March 2014 - March 2015
CV Advisors March 2010 - January 2014
CV Advisors March 2010 - November 2010
Northwestern Mutual July 2009 - March 2010
Skills
Financial Modeling, Corporate Finance, Banking, Portfolio Management, Trading, Bond Markets, Equity Derivatives, Equities, Wealth Management, Quantitative Research, Hedge Funds, Qualitative Research, Asset Managment, Asset Allocation, Municipal Bonds, Fund Of Funds, Emerging Markets, PowerPoint, Microsoft Excel, Accounting, Finance, Analysis, Strategy, Economics, Fixed Income, Mutual Funds, Capital Markets
Education
University of South Florida 2008 — 2009
Masters of Science, Finance, Economics, Statistics
University of South Florida 2006 — 2008
Bachelors of Arts, Finance, Financial Policy, Economics, Portfolio Theory, Financial modeling, Financial analysis
Passed Level I of the CFA Program
City National Bank January 2014 - Present
Northwestern Mutual July 2013 - January 2014
Merrill Lynch November 2010 - April 2012
Self Employed November 2008 - October 2010
Countrywide Bank July 2007 - October 2008
Countrywide Financial Corporation November 2005 - July 2007
Countrywide Securities Corporation September 2003 - October 2005
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Terminal, Portfolio Management, Financial Modeling, Financial Analysis, Financial Markets, Trading, Valuation, Fixed Income, Bloomberg, Capital Markets, Finance, Investments, Corporate Finance, Wealth Management, Investment Management, Equities
Education
University of Southern California 2000 — 2003
BA, Economics
Lee & Associates January 2014 - Present
Coldwell Banker Commercial July 2011 - January 2014
Northwestern Mutual June 2010 - December 2010
Skills
Sales, Customer Service, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Social Networking, Public Speaking, Social Media Marketing, Financial Analysis, Facebook, Outlook, Research, Data Analysis, Market Research, Real Estate, Real Estate Development, Real Estate Economics, Commercial Real Estate, Land Acquisition, Site Acquisition, Brokerage, Disposition
Education
University of Southern California 2008 — 2011
BA, International Relations, Business, East Asian Languages and Cultures
Alhambra High School
Fifth Avenue Fertility Wellness June 2013 - Present
Northwestern Mutual 2010 - 2012
Zacur, Graham & Costis 2008 - 2010
Moffitt Cancer Center 2007 - 2008
AMC Theatres 2004 - 2007
Skills
Customer Service, Microsoft Office, Research
Education
University of South Florida 2006 — 2010
Bachelors, Psychology
Northwestern Mutual
Skills
Strategic Financial..., Life Insurance, Disability Insurance, Wealth Management, Financial Analysis, Term Life Insurance, Health Insurance, Risk Management
Education
University of South Florida
Triage Consulting Group February 2015 - Present
Northwestern Mutual May 2014 - August 2014
Neon Tommy May 2013 - December 2013
University of Southern California November 2011 - September 2013
Fairmont Hotels & Resorts May 2011 - September 2011
Interscope Records May 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Facebook, Social Media Marketing
Education
USC 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Affairs
The Lawrenceville School 2007 — 2011
Wealth Harmonics, A Registered Investment Advisor December 2010 - Present
Much Wealth Management March 2008 - December 2010
Northwestern Mutual February 2004 - March 2008
Skills
Retirement, Wealth, Mutual Funds, Series 65, Personal Finance, LLC, IRAs, Retirement Planning, 401k, Fixed Annuities, Investment Advisory, Wealth Management, Asset Allocation, Estate Planning, Securities, Strategic Financial..., Investments, Asset Managment, Insurance, Wealth Accumulation
Education
USC 1987 — 1992
Bachelor of Arts (BA)
University of Southern California 1987 — 1992
BA, Communications Arts & Sciences
Northwestern Mutual November 2014 - Present
Young Living Essential Oils April 2012 - Present
Bailey Institute August 2011 - June 2012
Earthsavers, Inc. January 2010 - December 2011
Guerlain Spa at the Waldorf-Astoria, New York and at The Roosevelt Hotel, New Orleans November 2008 - January 2010
Spa H February 2008 - December 2008
Gotham, Inc January 2005 - March 2007
WarnerBros. Domestic Television Distribution January 2003 - December 2004
Skills
Wellness, Yoga, Sports, Swedish, Deep Tissue Massage, Healing, Meditation, Fitness, Nutrition, Reiki, Therapeutic Massage, Reflexology, Social Media, Cpr Certified, Aromatherapy, Stress Management, Beauty, Public Speaking, Pregnancy, Chair Massage, Spa, Holistic Health, Relaxation
Education
Swedish Institute, College of Health Sciences 2006 — 2007
Associates Degree in Occupational Studies, Massage Therapy
University of Southern California 1998 — 2002
Bachelor of Arts, Theatre
Northwestern Mutual August 2014 - Present
Keener Builders, LLC January 2014 - Present
GEICO October 2013 - August 2014
GEICO December 2011 - October 2013
University of South Florida in Lakeland January 2011 - March 2012
Henkelman Construction Inc August 2009 - February 2011
Delta Sigma Pi December 2010 - December 2010
Skills
Customer Service, Marketing, Event Planning, Public Speaking, Outlook, Social Media, Retail, Human Resources, Time Management, Microsoft Excel, Social Media Marketing, Training, Management, Research, Leadership, Sales, Microsoft Office
Education
University of South Florida 2009 — 2011
Master's of Science in Entrepreneurship, Entrepreneurship in Applied Technologies
University of South Florida - College of Business Administration 2008 — 2011
Bachelor's degree, Business/Commerce, General
Northwestern Mutual PilotMesa AirlinesJanuary 2006 - January 2007
Gator Power Inc January 2000 - December 2006
Education
University of South Florida 1994 — 1997
Business
Division of Vocational Rehabilitation January 2013 - Present
Division of Vocational Rehabilitation January 2012 - January 2013
Metropolitan Ministries May 2011 - December 2011
Northwestern Mutual September 2009 - December 2011
Skills
Mental Health Counseling, Vocational..., Case Managment, Adolescents, Career Counseling, Student Counseling, Career Development, Individual Counselling, Case Management, Social Services, Community Outreach, Nonprofits, Resume Writing, Psychotherapy
Education
University of South Florida 2010 — 2012
Master of Arts (M.A.), Rehabilitation and Mental Health Counseling
University of South Florida 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Mr.Man March 2005 - Present
Northwestern Mutual June 2002 - January 2004
Skills
Revenue Growth, Market & Competitive..., Operations Management, Entrepreneurial..., Business Acumen, Merchandising, Resource Allocation, Purchasing, Marketing Strategies, Budget Control &..., Corporate Culture..., Facility Expansion, Communication &..., Brand Development, Business Management, Leadership, Sales Operations, Management, Pricing, Recruiting
Education
University of South Florida 2000 — 2002
Bachelor of Arts (BA), Business/Corporate Communications
Department of Veterans' Affairs September 2014 - Present
Raymond James Financial Inc. September 2012 - August 2014
Penn Mutual April 2012 - August 2012
Northwestern Mutual November 2011 - April 2012
United States Marine Corps January 2007 - January 2011
Skills
Leadership Development, Risk Management, Strategic Planning, Customer Service, PowerPoint, Leadership, Team Leadership, Team Building, Financial Analysis, Program Management, Budgets, Insurance, Training, Microsoft Excel, Finance, Data Analysis
Education
American Military University current
Master of Business Administration (MBA), Accounting and Finance
American Military University
Business Administration, Marketing
University of South Florida
Biology, General
United Way Suncoast March 2015 - Present
United Way Suncoast January 2012 - March 2015
Humana June 2008 - January 2012
Northwestern Mutual April 2007 - May 2008
Academic Financial Services January 2006 - April 2007
Skills
Event Planning, Team Building, Customer Service, Marketing, Operations Management, Public Speaking, Sales, Public Relations, Outlook, Strategic Planning, Leadership, Training, Project Management, Leadership Development, Nonprofits, Fundraising, Event Management, Coaching, Management, Marketing Communications, Marketing Strategy, Social Media, Social Media Marketing, Social Networking, Account Management, Budgets, Recruiting
Education
Argosy University Tampa 2009 — 2011
Masters of Business Administration, Management
University of South Florida 2001 — 2005
Bachelors, Business Administration, Marketing
Mattermark August 2015 - Present
Morgan Stanley June 2014 - December 2014
Northwestern Mutual June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
University of Southern California December 2011 - May 2012
China Wind Power International Corp.(TSX-V: CNW) July 2011 - August 2011
Beijing Olympics Organizing Committee August 2008 - September 2008
Skills
SaaS, Sales, Start-ups, CRM, PowerPoint, Microsoft Office, Microsoft Excel, Research, Economics, Chinese, Microsoft Word, Data Analysis, Financial Analysis, Editing, Social Media, English, Equity Research, Marketing Strategy
Education
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), International Relations
The International School of Beijing 2007 — 2010
International Baccalaureate Diploma
Yew Chung International School of Beijing 2005 — 2006
The Pingry School 2005 — 2006
SoulCycle July 2013 - Present
SoulCycle, LLC September 2012 - June 2013
Donna Karan May 2012 - August 2012
Rogers & Cowan January 2012 - May 2012
Wenner Media August 2011 - December 2011
Nick House Entertainment Ltd June 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Main Street Burgers May 2007 - August 2007
Skills
Facebook, Social Media, Cision, Public Relations, Press Releases, Social Media Marketing, Social Networking, Event Planning, Blogging, Media Relations, Photoshop, Microsoft Office, Journalism, YouTube
Education
University of Southern California 2009 — 2013
Bachelor of Arts, Annenberg School, Communication and Journalism
Los Gatos High School 2005 — 2009
The UK Edge April 2014 - Present
United Healthcare StudentResources August 2011 - April 2014
Humane Society of Pinellas 2008 - 2012
Northwestern Mutual May 2009 - June 2011
Business and Professional Women 2008 - 2010
The Centre Club May 2008 - July 2009
MassMutual March 2008 - May 2009
Levin Financial Group March 2008 - May 2009
Business Networking International July 2008 - April 2009
American General Financial Services, Inc January 2007 - March 2008
Skills
Social Networking, Writing, Insurance, Customer Service, Problem Solving, PowerPoint, Social Media, Word, Microsoft Office, Excel, Compliance, Blogging, Facebook, Administration, Outlook, Financial Analysis, Access, Microsoft Excel, Small Business, Time Management, Marketing, Team Building, Sales, Microsoft Word, Management, Coaching, Leadership, Social Media Marketing, Training, Analysis, Public Speaking, Marketing Strategy, Strategic Planning
Education
University of South Florida 1995 — 2002
St. Petersburg Senior High School IB
University of South Florida, Tampa Campus
Bachelor of Arts, Political Science
Northwestern Mutual May 2015 - Present
CapTrust Advisors, LLC 2013 - 2015
CapTrust Advisors, LLC 2004 - 2013
CapTrust Advisors, LLC 1999 - 2004
T Rowe Price 1997 - 1999
Skills
Equities, Analytics, Portfolio Management, Bloomberg, Mutual Funds, Investment Management, Asset Allocation, Fixed Income, Financial Analysis, Financial Modeling, Valuation, Leadership, Budgeting, Business Development, CFA, Change Management, Client Retention &..., Client Servicing, Coaching Staff, Communication, Due Diligence, FactSet, Financial Markets, Independent & Team Work, Informa Performer, Innovation, Institutional Equity, Internal Sales to..., Investment Portfolio..., Investment Research, Investment Taxation &..., Investor Relations, Market Research Plans, Marketplace..., Morningstar Direct, Microsoft Office, Negotiation, Presentations, Private Equity, Process Improvement, PSN, Quality Assurance, Sun Guard Allocation..., Technical Indicators, Wealth Management, Wholesaler Relationships, Wilshire Cooperative, Work Flow Management, Zephyr Allocation..., Zephyr Style Advisor
Education
University of South Florida
Bachelor of Science, Finance
Northwestern Mutual May 2012 - Present
Skills
Microsoft Excel, Customer Service
Education
University of South Florida 2011 — 2015
Bachelor’s Degree, Finance, General
Certificate in Quantitative Finance January 2012 - Present
Northwestern Mutual 2010 - 2011
Tashjian Towers May 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Risk Management, Financial Statements, Statistical Modeling, Java, C++, VBA, R, Stochastic Calculus, Stochastic Processes, Stochastic Modeling, Quantitative Finance, Financial Instruments, Global Macro, Statistical Arbitrage, Momentum Trading, Technical Analysis, Microsoft Excel, Gretl, Financial Research, Currency Futures, Swaps, Volatility Arbitrage, Option Valuation, Financial Reporting, Corporate Finance, Interest Rate Hedging, Portfolio Management, Portfolio Optimization, Modern Portfolio Theory, Market Microstructure, High Frequency Trading, SQL, Credit Derivatives, Counterparty Risk, Regression Analysis, Probabilistic Models, Delta Hedging, Gamma Hedging
Education
University of Southern California 2007 — 2011
Bachelor of Arts (BA), Economics
Northwestern Mutual June 2015 - Present
DTCC November 2012 - May 2015
DTCC August 2010 - July 2011
DTCC June 2008 - August 2010
Skills
Settlement, Back Office, Financial Services, Finance, Securities, asset services, Data Analysis, Six Sigma, Mentoring Of Staff, SWIFT payments, Bloomberg, Corporate Actions, Financial Risk, DTC, Business Process..., Green Belt, Yellow Belt, Data Management, Staff Management, Coaching Staff, Coaching, Sports Coaching, Parenting, Pareto Analysis, Pareto Charts, Cost Benefit, Financial Markets, Account Reconciliation, Variance Analysis, Global Custody, Operational Risk, Bonds, Business Continuity, Visio, Operational Excellence, Access, Equity Trading, Stock Trading, Stock Picking, Stock Market Analysis, Stock Market, Customer Service, Financial Planning, Retirement Planning, Process Improvement, Risk Management, Financial Analysis, Equities
Education
University of South Florida - College of Business Administration 2000 — 2004
Bachelors, Finance & Economics
Fidelity Investments July 2015 - Present
Northwestern Mutual June 2014 - June 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking
Education
University of South Florida 2011 — 2015
Bachelor of Science (B.S.), Finance
Northwestern Mutual June 2014 - Present
Sarasota Memorial Health Care System May 2013 - Present
Bloomin' Brands, Inc. February 2003 - August 2013
Manatee Sarasota Eye Clinic July 2009 - March 2012
Skills
Customer Service
Education
University of South Florida 2012 — 2013
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
University of South Florida
B.A, Finance
EY June 2013 - Present
Northwestern Mutual August 2012 - January 2013
Condor International October 2010 - October 2012
American University September 2010 - August 2012
USC Marshall School of Business January 2012 - May 2012
Busch InBev Brewery Co June 2011 - August 2011
Amway July 2008 - August 2009
St Mary's School, Cambridge September 2006 - June 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Social Media, Public Speaking, Microsoft Word, Access, Mandarin, Financial Analysis, International Relations, Non-profits, Fundraising, Event Planning, Accounting, Economics, QuickBooks
Education
University of Southern California 2013 — 2014
Master’s Degree, Accounting and Finance
University of Southern California 2011 — 2014
Bachelor of Art, Economics, Business
Keller Williams Realty, Inc. March 2013 - Present
Paycom October 2012 - March 2013
Northwestern Mutual April 2011 - October 2012
Skills
Sales, Marketing, Customer Service, Employee Benefits, Insurance, Cold Calling, Fixed Annuities, Microsoft Excel, Time Management, Recruiting, Account Management, Finance, Microsoft Word, Sales Process, Social Media Marketing, Networking, Direct Sales, Sales Presentations, Microsoft Office, Leadership
Education
University of South Florida 2007 — 2012
Bachelor of Science (BS), Marketing
Tampa General Hospital July 2014 - Present
Northwestern Mutual September 2013 - July 2014
Skills
Customer Service, Time Management, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Data Entry, Sales, Social Media, Fundraising, Access, Event Planning, Administration, Microsoft Excel, Management, Visual Merchandising, Telephone Skills, Outlook, Social Networking, Facebook, Team Leadership, Public Relations, Marketing, Community Outreach, Spreadsheets, Critical Thinking, Office Management, Analysis
Education
University of South Florida 2012 — 2014
Bachelor of Arts (B.A.), Public Health
Hillsborough Community College 2010 — 2011
Associate of Arts (A.A.), Fine/Studio Arts, General
EY June 2014 - August 2014
The Walt Disney Company May 2013 - May 2014
Northwestern Mutual January 2013 - April 2013
U.S. Office of Personnel Management (OPM) June 2012 - August 2012
Education
University of Southern California 2011 — 2015
Bachelor’s Degree, B.S. Business Administration, B.A. Psychology
Goldman Sachs July 2014 - August 2014
PwC May 2014 - July 2014
Northwestern Mutual June 2013 - August 2013
Education
University of Southern California
Bachelor of Science (B.S.) in Business Administration, Finance
BINUS International School 2009 — 2012
International Baccalaureate (IB)
Advocates for World Health, Inc. December 2008 - Present
Crosstree Capital Partners, Inc. January 2011 - May 2011
University of South Florida May 2010 - December 2010
USF Honors College January 2009 - January 2010
Northwestern Mutual April 2008 - July 2008
Residence at Timber Pines November 2006 - December 2007
Skills
Medical Devices, Healthcare, Strategic Planning, Financial Analysis, Leadership, Research, Lifesciences, PowerPoint, Finance, Management, Healthcare Information..., Microsoft Office, Public Speaking, Microsoft Excel, Marketing, Access, Social Media, Event Planning, Customer Service, Data Analysis
Education
University of South Florida 2007 — 2010
B.S, B.A, Economics, Mathematics, Finance, 3.93 GPA
University of Southern California October 2012 - Present
Karten Design June 2015 - August 2015
Medtep January 2015 - May 2015
Kaiser Permanente June 2014 - August 2014
Residential Student Government May 2013 - May 2014
Northwestern Mutual May 2013 - August 2013
Kawasaki Motors Corp., U.S.A. June 2011 - August 2011
Skills
Community Outreach, Public Speaking, Event Planning, Microsoft Office, Leadership, Social Media Marketing, Analysis, Research, Management, Program Development, Typing, Phone Etiquette, Market Research, Microsoft Excel
Education
University of Southern California 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Troy High School 2009 — 2012
ESADE Business & Law School
Bachelor's Degree, Business Administration and Management, General
Northwestern Mutual June 2010 - Present
Batteries Plus Bulbs January 2006 - June 2010
Healthpoint July 2004 - December 2005
American Bank Note Company December 2000 - December 2003
Golf Channel February 1999 - December 2000
Skills
Sales, Cold Calling, Account Management, Building Relationships, Forecasting, Customer Satisfaction, Negotiation, Solution Selling, Budgets, CRM, Strategy, Selling, Contract Negotiation, Team Leadership, Management, Time Management, Training, Retail, Recruiting, Market Research, Cross-functional Team..., Social Networking, Coaching, Marketing Communications, Inventory Management, Networking, Entrepreneurship, Start-ups, Outlook, Vendor Management, Teamwork, Strategic Partnerships, Process Improvement, Analysis, Leadership Development, Operations Management, Public Relations, Consulting, Business Strategy, Event Management, Pricing, Program Management, Data Analysis, Human Resources, Fundraising, Employee Benefits, Relationship Building, Finance, Leadership, Customer Service
Education
University of South Florida 1997 — 1999
B.A., Mass Communications
FloQast February 2015 - Present
Deloitte September 2013 - February 2015
University of Southern California June 2012 - May 2013
University of Southern California August 2008 - May 2012
Inventor Labs May 2011 - August 2011
Rothstein Kass June 2011 - June 2011
Northwestern Mutual May 2010 - August 2010
Foundation for Cross Connection Control USC February 2010 - June 2010
Industrial Plumbing Supply December 2008 - August 2009
Skills
Audit Software, Monthly Close Process, Year-end Close, SOX 404, Competitive Analysis, Leadership, Finance, CPA, Marketing, Start-ups, Research, Account Management, QuickBooks, Public Speaking, Sales, Analysis, Social Media, Business Development, Cold Calling, Accounting, WebEx, Direct Sales, Financial Modeling, Police Instruction, Microsoft Excel, Microsoft Office
Education
University of Southern California 2012 — 2013
Master's of Accounting Audit, Accounting and Finance, Graduate
University of Southern California - Marshall School of Business 2008 — 2012
BS, Business Administration and Management, General
Northwestern Mutual January 2013 - Present
Northwestern Mutual 2013 - 2015
Northwestern Mutual Wealth Management Co. January 2006 - December 2012
Deloitte Consulting 2004 - 2006
Strong Capital Management 2000 - 2004
Skills
Financial Services, Executive Management, Management Consulting, Global Talent..., Talent Development, Organizational..., Leadership Development, Business Strategy, Business Process..., Project Management, Coaching, Mentoring, Japanese Culture, Latin American Culture, Yen Equities, Talent Management, Recruiting, College Recruiting, Consulting, Succession Planning, Mergers & Acquisitions, Strategy, Performance Management, Management
Education
University of South Florida
University of Virginia - Darden Graduate School of Business Administration
Northwestern Mutual June 2015 - Present
CrossFit Jaguar September 2013 - Present
University of South Florida September 2013 - May 2015
USF Hillel April 2014 - April 2015
St. Thomas University June 2012 - September 2013
Miami Dade College August 2012 - May 2013
University of Miami January 2012 - May 2013
Miami Dade College August 2011 - May 2013
Skills
Public Speaking, Research, Science, Teaching, Friendly Personality, Social Media, Microsoft Excel
Education
University of South Florida 2013 — 2015
Bachelor of Science (B.S.), Kinesiology and Exercise Science
University of South Florida 2011 — 2015
Bachelor of Arts (B.A.), Cell/Cellular and Molecular Biology
PwC June 2015 - Present
USC Marshall School of Business September 2014 - December 2014
USC Marshall School of Business September 2013 - December 2013
Northwestern Mutual May 2013 - August 2013
LuxLoungeEFR February 2013 - May 2013
Agricultural Bank of China July 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Customer Service, Outlook, Research, Mandarin, Microsoft Office, Event Planning, Facebook, Bookkeeping, Graphic Design, Data Entry, Office Administration, Accounting, Social Networking, Leadership, Access, Teamwork
Education
University of Southern California 2015 — 2016
Master’s Degree, Accounting
University of Southern California 2011 — 2015
Bachelor of Science (B.S.), Accounting
Shanghai Nanyang Model High School 2008 — 2011
High School Diploma
University of Southern California August 2013 - Present
Guotai Junan Securities Co., Ltd June 2015 - August 2015
Goldman Sachs December 2014 - February 2015
Northwestern Mutual May 2014 - July 2014
Starwood Hotels & Resorts Worldwide, Inc. July 2013 - August 2013
Bank of China March 2012 - June 2012
Skills
Stock Trading, Investment Management, Wealth Management, Research, Investment Banking, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Strategic Planning, Budgets, Finance, Outlook, HTML, SAP, Stock Market, Access, Marketing, Accounting, Composition, Communication
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Accounting and Finance Double Major
Friedland Financial P.A. 2013 - Present
Northwestern Mutual May 2011 - October 2013
Guardian Life Insurance Company of America January 2009 - May 2011
Skills
Estate Planning, Insurance, Public Speaking, Retirement Planning, Strategic Financial..., Employee Benefits, Risk Management, Finance, Disability Insurance, Life Insurance, Retirement, Long-term Care, 401k, Investments, Health Insurance, Financial Analysis, Wealth Accumulation, Asset Management, Business Planning, Series 63, Training, Fixed Annuities, New Business Development, Sales, Workers Compensation, Financial Planning
Education
University of South Florida 2005 — 2009
B.A., History
University of South Florida 2005 — 2009
Bachelor's degree, History
Northwestern Mutual April 2012 - Present
Skills
Disability Insurance, Financial Analysis, Teamwork, Life Insurance, Leadership, Public Speaking, Fixed Annuities, Retirement Planning, Insurance
Education
Fort Myers Senior High School
International Baccalaureate
University of South Florida
Bachelor of Business Administration (B.B.A.), Business Administration, Finance & Marketing
Miracle Mile Advisors August 2015 - Present
Starr Companies June 2015 - August 2015
Northwestern Mutual January 2015 - March 2015
The Movember Foundation August 2014 - December 2014
USC Marshall School of Business October 2013 - December 2014
Massey Knakal Realty Services June 2014 - August 2014
American Yacht Club June 2012 - August 2013
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Economics
Mamaroneck High School 2008 — 2012
High School
Acorns March 2015 - Present
Northwestern Mutual April 2013 - December 2014
Independent Firm June 2012 - January 2013
Western International Securities Inc December 2008 - June 2012
First Allied Securities Inc December 2000 - October 2008
Skills
Options, Series 7, Series 24, Equity Trading, Series 63, Series 65, Insurance, Mutual Funds, Alternative Investments, Investment Advisory, Risk Management, Financial Risk, OFAC, Securities, Investments, FINRA, Asset Management, Financial Services
Education
University of Southern California
B.A, Liberal Arts and Sciences/Liberal Studies
Arven Financial, LLC October 2014 - Present
Northwestern Mutual July 2013 - September 2014
Northwestern Mutual April 2002 - September 2014
Northwestern Mutual January 2009 - July 2013
Steven Greenberg P.A. Washington Square Securities April 2001 - November 2001
Skills
Financial Planning, Investment Advisory, Retirement Planning, Estate Planning, Business Planning, Non-Qualified Deferred..., Risk Management
Education
University of South Florida 1995 — 1999
Biology, International Business
FocalPoint Partners, LLC May 2015 - August 2015
Northwestern Mutual January 2014 - December 2014
Hiring Hound, LLC December 2012 - August 2014
Movie Packaging Company January 2014 - April 2014
Skills
Leadership, Financial Analysis, Public Speaking, Customer Service, Personal Development, Team Management, Valuation, Corporate Finance
Education
University of Southern California 2012 — 2016
Bachelor's degree, Business Administration with an Emphasis in Cinematic Arts
Staples Advantage March 2014 - Present
University of Southern California 2009 - 2013
Northwestern Mutual May 2012 - September 2012
Skills
Financial Analysis, Investments, Strategic Financial..., Financial Modeling, Finance, Microsoft Excel, Data Analysis, Economics, Portfolio Management, PowerPoint, Microsoft Office, Risk Management, Valuation, Insurance, Bloomberg, Analysis, Microsoft Word, Corporate Finance, Asset Management, Equities
Education
University of Southern California 2009 — 2013
Bachelor of Arts (B.A.), Economics
Power Design, Inc. January 2015 - Present
Northwestern Mutual November 2011 - January 2015
Hydro-Dyne Engineering, Inc July 2010 - November 2011
Skills
Recruiting, College Recruiting, Customer Service, Human Resources, Training, Time Management, Applicant Tracking..., Coaching, Leadership, Management, Staffing Services, Marketing, Sales, Talent Acquisition, Team Building, Cold Calling, Finance, Hiring, Onboarding, Talent Management, Benefits Administration, Internet Recruiting, Resume Writing, Building Relationships, Employee Benefits, Temporary Placement, Account Management, Screening Resumes, Technical Recruiting
Education
University of South Florida
B.A, Interdisciplinary Social Sciences; Sociology and Social Work
Northwestern Mutual June 2014 - Present
Northwestern Mutual July 2013 - June 2014
Northwestern Mutual June 2010 - June 2013
Valpak October 2009 - June 2010
Northwestern Mutual October 2008 - September 2009
Vector Marketing 2006 - 2008
Skills
Marketing, Sales, Account Management, Marketing Communications, Marketing Strategy, Direct Marketing, Leadership, Sales Process, Cold Calling, Social Media Marketing, Direct Sales, Selling, Sales Management, Salesforce.com
Education
University of South Florida 2004 — 2008
B.A., Economics
Provident Funding Associates L.P. October 2014 - Present
Provident Funding Associates L.P. October 2013 - Present
Provident Funding Associates L.P. May 2013 - October 2013
Provident Funding Associates L.P. November 2012 - May 2013
USC Career and Protective Services July 2011 - May 2012
Northwestern Mutual June 2010 - December 2010
G. W. Gossett M.D. June 2009 - August 2009
Innovative Consultants LLC June 2009 - July 2009
Skills
Microsoft Excel, PowerPoint, Sales, Data Analysis, Social Media, Microsoft Office, Microsoft Word, Financial Analysis, Marketing, Cold Calling, Public Speaking, Outlook, Social Networking, Residential Mortgages, Mortgage Servicing, Access Database
Education
University of Southern California 2008 — 2012
Bachelors, Business Administration - Corporate Finance
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. September 2012 - Present
PricewaterhouseCoopers April 2012 - September 2012
Tampa Port Authority January 2012 - April 2012
Abercrombie & Fitch August 2011 - April 2012
Northwestern Mutual May 2011 - September 2011
University of South Florida August 2007 - May 2011
Skills
Intermediate MS Office..., Strong analytical skills, Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Access, Auditing, Management, Social Networking
Education
University of South Florida 2007 — 2011
Bachelors of Arts, Finance
University of Tampa
Master of Science (M.S.), Finance, General
Adams, Jordan & Herrington, P.C. May 2015 - Present
Ausley & McMullen May 2014 - August 2014
Sigma Alpha Epsilon Fraternity August 2010 - May 2013
Northwestern Mutual December 2011 - June 2012
Skills
Customer Service, Management, Public Speaking, Leadership, Human Resources, Time Management, Sales, Corporate Law, Tax Law, Business Strategy, Business Analysis, Business Development, Legal Research, Legal Writing, Legal Documents
Education
Mercer University - Walter F. George School of Law 2013 — 2016
Juris Doctor [J.D.], Law, Top 10%
University of South Florida 2009 — 2013
Bachelor, Business Administration; Business Management
Cardinal Health October 2013 - Present
Cardinal Health March 2011 - March 2013
Ness Technologies November 2010 - March 2011
Symphony Services September 2009 - January 2011
SuperCheapTerm.com April 2008 - September 2009
Northwestern Mutual March 2005 - April 2008
Management Recruiters International 2001 - 2003
TRW 1999 - 2001
TRW 1996 - 1999
TRW 1993 - 1996
Skills
Software Development, Project Management, Integration, Management, Program Management, Business Process, Software Engineering, Recruiting, Leadership, Training, Salesforce.com, E-commerce
Education
University of Southern California 1983 — 1987
Master's of Science, Aerospace Engineering, Aerospace Engineering
Los Altos
Leventhal School of Accounting at the University of Southern California January 2012 - Present
Northwestern Mutual May 2014 - July 2014
Levnethal School of Accounting August 2011 - July 2012
Leventhal School of Accounting May 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, English, Event Planning, Facebook, Microsoft Office
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Ned Davis Research, Inc. May 2008 - Present
Northwestern Mutual July 2007 - April 2008
Education
University of South Florida 2006 — 2008
Bachelor of Science (BS), Economics
Ralph Lauren May 2015 - Present
Pegasus Capital Advisors June 2012 - May 2014
Pegasus Capital Advisors June 2011 - August 2011
Northwestern Mutual January 2011 - June 2011
UBS Wealth Management May 2010 - August 2010
Moosejaw Mountaineering October 2008 - August 2009
Skills
Leadership, Microsoft Excel, Financial Analysis, Research, Financial Modeling, PowerPoint
Education
University of Southern California 2008 — 2012
B.A., International Relations/Global Business
Lahser High School 2004 — 2008
Alliant Insurance Services 2015 - Present
Lenox Advisors 2013 - 2015
Gallagher Chapman 2001 - 2012
Northwestern Mutual 1996 - 2001
Charles Dunn Company 1989 - 1996
Merritt Real Estate Group 1987 - 1989
Security Pacific National Bank 1985 - 1986
Education
University of Southern California
BS Business Administration, Marshall School of Business
Loyola High School, Los Angeles
Northwestern Mutual January 2002 - Present
Education
University of South Florida 1997 — 2001
Finance
PwC September 2014 - Present
KPMG US June 2013 - August 2013
Northwestern Mutual May 2012 - August 2012
Skills
Financial Analysis, Teamwork, Financial Reporting, Accounting, Finance, Microsoft Excel, Financial Accounting, PowerPoint, Risk Management, Microsoft Word, Access, Microsoft Office, QuickBooks, Banking, Strategic Financial..., Accounts Payable, Financial Modeling, Budgets, Outlook, Economics, Customer Service, Data Analysis, Leadership, Strategic Planning
Education
University of Southern California 2010 — 2014
Accounting
Marquette University High School 2006 — 2010
Northwestern Mutual September 2009 - Present
Skills
Integrity, Building Relationships, Outstanding..., Critical Thinking, Timely Decision Making, Accountability, Customer Service, Entrepreneurship, Creative Problem Solving, Team Building, Coaching, Management, Training, Recruiting, Motivational, Networking, Consulting
Education
University of South Florida 2004 — 2009
Bachelor's degree, Finance, General
My own September 2010 - Present
Land O' Lakes High School October 2013 - Present
Tampa Tribune September 2012 - November 2014
Northwestern Mutual July 2014 - October 2014
CMCS January 2013 - June 2014
PEMHS August 2009 - August 2012
The St. Petersburg Times August 2005 - August 2011
Cambridge Christian/Carrollwood Day School September 2000 - February 2007
Best Buy July 2002 - October 2006
Skills
80 wpm, First-aid certified, CPR certified, Microsoft Excel, Microsoft Word, Microsoft Office, Journalism, Mathematics, Outside Sales, Teaching, Refereeing, Sports Writing, Basketball Coaching, Basketball, Fantasy Football, Football, Fantasy Baseball, Baseball, Ice Hockey, Golf, Tennis, Sports Marketing, Social Media, Copy Editing, Cpr Certified, Social Media Marketing, Coaching, AP Style, News Writing, Sports, Video, Public Speaking, Copywriting, Event Planning, Public Relations, Community Outreach, Breaking News, Editing, Social Networking, Sports Management, Online Journalism, Headline Writing, Event Management, Advertising, Investigative Reporting, Research, Fundraising, Digital Media, Sales, Nonprofits
Education
University of South Florida
BA, Journalism, 3.4
American Thermoform Corporation November 2007 - Present
Leisure Werden & Terry Agency January 2005 - October 2007
Northwestern Mutual May 2004 - January 2006
Skills
Braille, Leadership, Customer Service, Public Speaking, Strategic Planning
Education
University of Southern California 2000 — 2004
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Loyola High School 1996 — 2000
Crescenta Valley Insurance 2002 - 2011
Northwestern Mutual 1996 - 1998
Paine Webber 1988 - 1989
Paine Webber 1988 - 1989
Savin Corp 1984 - 1988
Skills
Umbrella Insurance, Property & Casualty..., Workers Compensation, General Insurance, Commercial Insurance, Insurance, Residential Homes, Professional Liability, Brokers, New Business Development, Contract Negotiation, Legal Liability, Sales, Customer Service, Investment Properties
Education
University of Southern California 1981 — 1984
Florida Department of Business and Professional Regulation 2013 - Present
Northwestern Mutual August 2012 - October 2012
Capitol Collateral Regional Counsel Middle Region August 2003 - April 2011
Skills
Legal Research, Criminal Law, Courts, Westlaw, Mediation, Commercial Litigation, Research, Appeals, Hearings, Family Law, Public Policy, Legal Assistance, Policy Analysis, Microsoft Office, Legislation, Administrative Law, Government
Education
University of South Florida 2004 — 2007
Bachelor of Arts (B.A.), Criminology
University of South Florida 2004 — 2007
Criminology
Charles Schwab October 2014 - Present
Apex Systems February 2012 - June 2013
Northwestern Mutual June 2007 - January 2012
Education
University of South Florida 2002 — 2006
BA, Mass Communications
Northwestern Mutual October 2014 - Present
Wells Fargo June 2010 - September 2014
Wells Fargo May 2002 - July 2010
Gap January 2001 - January 2002
Skills
Marketing, Banking, Marketing Strategy, Strategic Planning, Leadership, Social Media Marketing, Loans, Analytics, Event Planning, Sales, Strategy, Management, Business Development, Portfolio Management, Credit, Social Media, Financial Analysis, Mortgage Lending
Education
University of Southern California
Riordan Leadership Institute 2004 — 2005
Nonprofit Governance and Leadership Certificate, Riordan Volunteer Leadership Program
Emory & Co., LLC October 2011 - Present
CapStone Investments June 2010 - September 2011
Northwestern Mutual June 2009 - May 2010
Zywave 2007 - 2008
Education
University of Southern California - Marshall School of Business 2005 — 2009
BS - Business Administration, Finance
University of Southern California
GTE Financial May 2012 - Present
Northwestern Mutual January 2012 - May 2012
Scottrade, Inc April 2011 - January 2012
USF Housing August 2010 - April 2011
College of Business Dean's Office August 2009 - April 2011
Allen & Company May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Microsoft Office, Customer Service, Financial Analysis, Time Management, Sales, Spanish, Microsoft Excel, Social Media, Microsoft Word, Blogging, Social Networking, Training, Teamwork, Outlook, Access, Advertising, Marketing, Nonprofits, Leadership, Event Management
Education
University of South Florida - College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Ceridian February 2015 - Present
The Newport Group August 2010 - Present
Northwestern Mutual 2009 - 2010
Skills
Employee Benefits, Insurance, Process Improvement, Microsoft Office, Sales
Education
University of South Florida 2003 — 2008
BS, Marketing, Finance
Northwestern Mutual June 1972 - Present
Skills
Retirement Planning
Education
University of Southern California
Ernst & Young September 2012 - Present
Ernst & Young June 2011 - August 2011
Northwestern Mutual June 2010 - August 2010
Skills
Assurance, Economics, External Audit, Auditing
Education
University of Southern California 2008 — 2012
Bachelor of Science (BS), Accounting
FastPay October 2013 - Present
SWGNT April 2011 - Present
LikeLive August 2012 - November 2012
Northwestern Mutual June 2011 - July 2012
Heffernan Insurance Brokers January 2011 - June 2011
Smarter Social Media May 2001 - December 2010
Skills
Digital Media, Digital Marketing, E-commerce, Web Analytics, Online Advertising, Advertising, Eyewear, Knee Surgery, Floral Design, Marketing, Social Media Marketing, Social Media, Marketing Strategy, PowerPoint, Leadership, Artistic Eye, WordPress, Finance, Marketing Communications, Entrepreneurship, Time-efficient, Google Analytics, Internet Entrepreneur, Microsoft Office, Microsoft Excel, Microsoft Word, Media Finance
Education
University of Southern California 2008 — 2012
Bachelor of Business Administration (B.B.A.), minor in Communications Technology, Business Administration, Management and Operations
University of Southern California - Marshall School of Business 2008 — 2012
Business, Entrepreneurship, Finance
Northwestern Mutual June 2002 - Present
Skills
Financial Analysis, Sales, Leadership, Life Insurance, Customer Service, Retirement, Strategic Financial..., Investments, Retirement Planning, Series 63, Fixed Annuities, Disability Insurance, Wealth Management, Series 7, Securities, Long-term Care, Microsoft Office, Insurance, IRAs, Finance, Creative Direction, Financial Modeling
Education
University of South Florida
Master of Business Administration (M.B.A.), Marketing/ Accounting/ International Finance
UBS Financial Services February 2012 - May 2012
Northwestern Mutual April 2011 - July 2011
Asian-Inform Publishing House May 2010 - August 2010
Santa Monica College December 2008 - January 2009
Beverly Hills Unique Sports Cars February 2008 - June 2008
Education
University of Southern California 2009 — 2011
Marshall School of Business
B.S, Business Administration
University of Southern California
Bachelor of Science (BS), Business Administration, Management Consulting
University of Southern California June 2015 - Present
Department of Business Oversight, Enforcement Division June 2015 - August 2015
USC Immigration Clinic August 2014 - May 2015
Asian Pacific American Dispute Resolution Center (APADRC) June 2014 - November 2014
Law Offices of Michael J. Maloney May 2014 - August 2014
Los Angeles County Metropolitan Transportation Authority May 2011 - August 2011
USC Scheduling Office January 2010 - May 2011
Northwestern Mutual September 2010 - December 2010
Hilton Anaheim July 2009 - August 2009
Walsworth Franklin Bevins & McCall June 2008 - August 2008
Skills
PowerPoint, Recruiting, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Public Speaking, Social Media, Event Planning, Human Resources, Leadership, Nonprofits, Fundraising, Social Networking, Customer Service, Community Outreach, English
Education
University of Southern California 2013 — 2016
Doctor of Law (J.D.), Law
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Science (BS), Business Administration
Troy Tech Magnet 2005 — 2009
High School Diploma, International Baccalaureate
CAE USA INC January 2013 - Present
Famous Pizza April 2010 - January 2013
Northwestern Mutual June 2011 - August 2011
Skills
Sales, Employee Engagement, Distributed Team..., Direct Sales, Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Investments, Retirement Planning, Cold Calling, Strategic Financial..., Financial Analysis, Account Management, Mutual Funds, Finance
Education
University of South Florida 2009 — 2013
Bachelor's degree, Finance
360 Quote LLC January 2012 - Present
Northwestern Mutual May 2010 - July 2011
Education
Southeastern Baptist Theological Seminary 2012 — 2015
University of South Florida - College of Business Administration 2007 — 2011
Bachelor's degree, Finance
Northwestern Mutual May 1998 - Present
CNA Insurance Companies June 1978 - June 1998
Allstate Insurance Company April 1976 - June 1978
Lutheran General Hospital February 1975 - April 1976
Private Nurses Registry February 1975 - April 1976
US Navy June 1971 - February 1975
Weirton Steel-Division of National Steel Corporation June 1970 - June 1971
Education
University of South Florida 1984 — 1998
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 3.0
College of Dupage 1980 — 1983
Assocites Degree, Business, Management, Marketing, and Related Support Services, 3.8 with several Dean's list and president's list
RBC Capital Markets August 2015 - Present
RBC Capital Markets June 2014 - August 2014
Northwestern Mutual January 2014 - May 2014
Coldwell Banker Commercial Westbay Real Estate Group LLC May 2013 - August 2013
Education
University of Southern California 2011 — 2015
Bachelor of Arts (B.A.), Bachelor of Science (B.S.), Economics, Business Administration
Burlingame High School 2007 — 2011