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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Northwestern Mutual Employees
Northwestern Mutual April 2014 - Present
Ernst & Young April 2013 - April 2014
BKD CPAs & Advisors January 2013 - April 2013
BKD CPAs & Advisors January 2011 - December 2012
Education
Ouachita Baptist University 2006 — 2010
Bachelor of Arts (B.A.), Accounting
Christ Fellowship Church April 2015 - Present
Northwestern Mutual September 2013 - December 2013
Christ Fellowship Church May 2012 - August 2012
Skills
Financial Analysis, Finance, Microsoft Excel, Investments, Strategic Financial..., Financial Modeling, Microsoft Word, Financial Planning, Nonprofits
Education
Palm Beach Atlantic University 2010 — 2014
Bachelor of Science (BS), Finance
Northwestern Mutual July 2015 - Present
Farmers Insurance March 2014 - June 2015
Farmers Insurance November 2012 - February 2014
Thousand Hills Golf Resort September 2010 - October 2012
RE/MAX October 2009 - November 2010
Skills
Insurance, Customer Service, Microsoft Office, Property & Casualty..., Health Insurance, Project Management, Business Analysis, General Insurance, Commercial Insurance, Listings, Relocation, Condos, Sales, Term Life Insurance, Renters, Marketing, Training, Life Insurance, Account Management, Leadership, Small Business, Team Building
Education
Ozarks Technical Community College 2007 — 2009
Business, Management, Marketing, and Related Support Services
Branson High School 2003 — 2007
Northwestern Mutual February 1994 - Present
Education
Pace University-Pleasantville/Briarcliff Campus 1981 — 1985
BBA, Accouting Information Systems
Walgreens August 2015 - Present
Carle Foundation Hospital September 2014 - August 2015
Northwestern Mutual June 2013 - September 2014
Benefit Planning Consultants, Inc. April 2012 - May 2013
SUPERVALU January 2009 - April 2012
Heritage High School January 2008 - May 2011
Walgreens Accounting Center June 2007 - August 2008
Skills
Accounts Payable, Employee Benefits, Finance, Analysis, Customer Service, Financial Analysis, Social Media, Sales Process, Insurance, Social Networking, Sales Prospecting, Prospecting Skills, Marketing, Invoicing, Accounting, Financial Statements, Microsoft Office, Inventory Management, COBRA, Life Insurance, Sales, Business Development, Disability Insurance, Long Term Care Insurance, Automotive, Microsoft Excel, Microsoft Word, PowerPoint, Process Improvement, Spreadsheets, Cold Calling, Data Entry, Warehousing, Auditing, Credit, Access, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 2009 — 2011
Bachelors, Economics
Parkland College 2007 — 2009
Associates, Sciences
Northwestern Mutual June 2014 - Present
Raven Golf Club, Weddings, Grille at Verrado October 2013 - Present
ClubCorp November 2010 - September 2013
Anthem Golf and Country Club November 2010 - September 2013
Skills
Hospitality, Golf, Event Planning, Food & Beverage, Event Management, Customer Service, Social Media, Marketing, Club, Microsoft Office, PowerPoint, Social Media Marketing, Time Management, Customer Satisfaction, Management, Golf Courses, Banquets, Sports Marketing, Resorts, Sports
Education
Paradise Valley Community College 2011 — 2013
Associate's degree in General Business, Business/Commerce, General, Junior
Paradise Valley Community College 2011 — 2013
Associate's Degree, Business/Commerce, General
Boulder Creek High School
Fitch Ratings April 2015 - Present
Northwestern Mutual August 2014 - December 2014
Millennial Capital Partners February 2014 - August 2014
Shrine Capital September 2012 - August 2013
Shrine Capital June 2012 - August 2012
Skills
Corporate Finance, Capital Markets, Financial Analysis, Alternative Investments, Private Equity, Mergers, Acquisition Integration, Powepoint, Valuation, Finance, Due Diligence, Strategy, Equities, Business Planning, Mergers & Acquisitions, Investment Banking, PowerPoint, Restructuring, Asset Management, Derivatives, Bloomberg Terminal, Financial Risk, Bloomberg, Structured Finance, Strategic Planning, Business Valuation, Accounting, Emerging Markets, Equity Research, Financial Modeling, Capital IQ, LBO, DCF, Forecasting, Fixed Income, Financial Markets, Equity Valuation, Investments, Equity Capital Markets, Hedge Funds, Fund Of Funds, Financial Statement..., Leveraged Finance, High Yield, CDS, Financial Services, Structured Products, Credit Derivatives, Special Situations, Thompson One
Education
Pace University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Investment Management
Liberty High School, Bethlehem, PA 2006 — 2010
High school diploma, Accounting and Finance
Enterprise Rent-A-Car January 2015 - Present
Rocket Fizz Soda Pop and Candy Shop October 2013 - Present
Target November 2014 - January 2015
T.E.A.M. (Travel, Entertainment and Marketing) December 2012 - December 2014
Raymond James Financial Inc. April 2014 - June 2014
UBS November 2013 - March 2014
Linear Corporation May 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
The Drake Center for Veterinary Care May 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Finance, Microsoft Word, Public Speaking, Leadership, Teamwork, Securities, Facebook, Marketing, Social Networking, Event Planning, Fundraising, Event Management, Social Media, Customer Service, Sales, Social Media Marketing, Time Management
Education
University of Southern California 2012 — 2014
International Relations Global Business, International Relations Global Business
Palomar College 2010 — 2012
General Education, General Studies
Johnson Controls September 2013 - April 2015
Northwestern Mutual September 2010 - September 2013
Clever Fox LLC. September 2010 - September 2013
State of Wisconsin May 2009 - September 2010
Insight May 2009 - September 2010
Northwestern Mutual Life May 2005 - March 2009
Compuware 2005 - 2009
Covansys May 2004 - May 2005
Skills
Project Management, SDLC, Software Project..., SOA, Technical Leadership, Agile Methodologies, Business Analysis, Enterprise Architecture, Vendor Management, Program Management, PMP, IT Strategy, Visio, Integration, IT Management, Enterprise Software, CRM, Leadership, Management, Quality Assurance, E-commerce, Team Leadership, Project Portfolio..., PMO
Education
University of Wisconsin-Milwaukee 2007 — 2011
MBA, Business Administration
Texas State University 2002 — 2004
Masters, Computer Science
Padmashree Dr D. Y. Patil Vidyapeeth 1994 — 1998
Bachelor's degree, Computer Science
Northwestern Mutual
Education
Pace University
Deloitte September 2012 - Present
University of Southern California May 2012 - August 2012
Northwestern Mutual May 2010 - August 2010
Senator Ellen Corbett's Office March 2008 - November 2008
Skills
Finance, Investments, Financial Accounting, Internal Controls, Microsoft Excel, Public Speaking, Valuation, Analysis, Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Banking, Mergers & Acquisitions, Investment Banking, Corporate Finance, Due Diligence, Business Process..., Project Planning, Operations Improvement
Education
University of Southern California 2011 — 2012
Masters, Accounting
Peking University 2010 — 2011
International Exchange, Finance & Management
University of Southern California - Marshall School of Business 2008 — 2011
Bachelor of Science, Business Administration
Mission San Jose High School 2004 — 2008
Blue Ridge Capital June 2014 - Present
Environmental Control May 2012 - May 2014
Macy's May 2011 - May 2014
Northwestern Mutual February 2013 - December 2013
Skills
Management, Customer Service, Time Management, Outlook, Problem Solving, Event Planning, Retail Sales Experience, Coordination, Project Planning, Positive Can-do Attitude, Leadership, Accounts Payable, Sales, Finance
Education
Pace University-Pleasantville/Briarcliff Campus 2010 — 2014
Bachelor of Business Administration (BBA), Business Management/Human Resources
Northwestern Mutual October 2011 - Present
JD Wallace Consulting LLC August 2009 - January 2012
Crown Financial Solutions July 2010 - October 2011
World Market Media, Inc March 2008 - July 2010
Volunteer Income Tax Assistance January 2010 - May 2010
Bear Lakes Country Club January 2007 - October 2009
Skills
Accounts Payable, Accounts Receivable, Financial Analysis, Microsoft Office, Operations Management, Great Plains Software, Quicken, Social Media Marketing, Quickbooks, Budget Analysis, Budget Management, Financial Planning
Education
The American College 2012 — 2015
CFP® (CERTIFIED FINANCIAL PLANNER™).
Palm Beach Atlantic University 2006 — 2010
Bachelor of Science, Finance & Accounting
Northwestern Mutual January 2015 - Present
Walmart November 2009 - January 2015
Christian Youth Theater August 2007 - May 2014
Christian Youth Theater August 2007 - March 2014
Target August 2008 - September 2009
College Park Family Care Center January 2005 - June 2007
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Lynda.com 2015 — 2015
Software Development
Ottawa University 2013 — 2014
Bachelor of Arts (B.A.), Business Administration and Marketing
Johnson County Community College 2010 — 2013
Associate of Arts (A.A.)
Lampert Debt Advisors June 2015 - July 2015
Northwestern Mutual August 2014 - November 2014
Manderleigh Farms June 2014 - August 2014
Manderleigh Polo LLC 2013 - 2014
Care for Children - Asia June 2012 - July 2012
Santek Waste Services 2007 - 2011
Skills
Nonprofits, Microsoft Excel, Microsoft Office, Social Media, Social Networking, Marketing, Insurance, Life Insurance, Term Life Insurance, Waste to Energy, Waste Management, Strategic Planning, Public Speaking, PowerPoint, Microsoft Word, Leadership, Customer Service
Education
Palm Beach Atlantic University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
University of Alabama 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The McCallie School 2004 — 2011
Columbia River Advisors January 2013 - Present
Northwestern Mutual 2011 - 2011
Skills
Series 65, Time Management, Teamwork, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Public Speaking, PowerPoint, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Tax, Research, English, Income Tax, Windows
Education
University of Idaho 2009 — 2012
Bachelor of Science (BS), Accounting
Pacific Lutheran University 2008 — 2009
Johnson Controls January 2013 - Present
Optimex Solutions December 2009 - Present
Kohl's Department Stores September 2011 - December 2012
NetSuite 2008 - 2012
Northwestern Mutual February 2011 - August 2011
Optimex Solutions LLC UK January 2004 - August 2007
Channel 4 April 2006 - April 2007
Thames Management Services January 2006 - April 2006
Disney September 2004 - December 2005
Optimex Solutions Ltd January 2002 - September 2004
Skills
Netsuite, Program Management, Project Management, PMO, Business Analysis, Business Process, E-commerce, CRM, Integration, Management, Strategic Partnerships, MS Project, Business Intelligence, SaaS, Change Management, Project Planning, ERP, Business Development, Digital Media, Marketing Strategy, Salesforce.com, Team Building, New Media, Vendor Management, Requirements Analysis, Social Media Marketing
Education
Pace University 1989 — 1994
Northwestern Mutual 2004 - Present
Reinhart Boerner Van Deuren s.c. 1990 - 2004
Mueller Goss & Possi 1986 - 1990
Skills
Highly Organized &..., Legal Documents, Claims Management, Strong Work Ethic, Microsoft Excel, Insurance, Time Management, Analysis, Employee Benefits, Corporate Law, Management, Legal Writing, Microsoft Office
Education
Ottawa University 2011 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Wisconsin-Madison - School of Business
DaVita Kidney Care March 2015 - Present
Boeing January 2014 - March 2015
Crystal Commerce June 2013 - July 2013
Pacific Lutheran University November 2012 - May 2013
Mary Lund-Davis Student Investment Fund October 2012 - December 2012
Northern Lights Capital Group July 2012 - August 2012
Northwestern Mutual May 2011 - September 2011
ABCO Leasing, Inc. June 2009 - August 2009
Education
CFA Institute
Passed all 3 CFA exams; May be awarded charter upon completion of required work experience
Pacific Lutheran University - School of Business 2012 — 2013
Master of Science in Finance, 4.0
Pacific Lutheran University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Shorewood High School
Northwestern Mutual January 2009 - Present
Nextel Partners, Inc. April 1999 - June 2007
Skills
Financial Analysis, Insurance, Retirement Planning
Education
Pacific Lutheran University 1990 — 1993
Crook County Fire and Rescue September 2014 - Present
Economic Development for Central Oregon September 2012 - September 2014
Northwestern Mutual March 2012 - September 2012
LA Fitness January 2012 - March 2012
Pronghorn Golf Club 2008 - 2011
Corvallis Country Club 2010 - 2010
Waverley Country Club 2007 - 2007
Skills
Disability Insurance, Life Insurance, Retirement Planning, Business Relationship..., Team Building, Fixed Annuities, Customer Service
Education
Oregon State University 2010 — 2011
MBA, Business Administration
Oregon State University 2004 — 2009
BS, Horticulture
Healthcare Solutions Team September 2011 - Present
Vitco August 2008 - August 2011
AXA Advisors July 2007 - August 2008
Northwestern Mutual September 2005 - June 2007
WACHOVIA SECURITIES May 2004 - December 2004
PROMEDIA CONCEPTS November 2003 - April 2004
Skills
Management, Sales, Marketing, Investments, CRM, Insurance, New Business Development, Finance, Real Estate, Portfolio Management, Analysis
Education
Pace University 2000 — 2004
BACHELOR, BUSINESS ADMINISTRATION; Finance
Ladue Highschool 1996 — 1999
Northwestern Mutual November 2008 - Present
Bank of America March 2007 - November 2008
Education
Pacific Lutheran University 2003 — 2007
BBA, Marketing and Economics
Anacortes High School 1999 — 2003
General Studies, Business, Marketing, Math, etc.
KeyBank July 2014 - Present
Corvallis sports park October 2012 - June 2014
Oregon State University September 2008 - 2013
Northwestern Mutual June 2012 - October 2012
Al Hutchinson's Auto Center December 2011 - June 2012
The Boys and Girls Club of Corvallis December 2009 - June 2012
Meriwether's Skyline Farm and Restaurant June 2009 - September 2011
Oregon State University December 2008 - June 2009
Andersen Construction Company August 2008 - September 2008
Safeway Company April 2006 - August 2008
Skills
Customer Service, Event Planning, Public Speaking, Fundraising, Event Management, Research, Microsoft Office, Social Networking, Social Media, PowerPoint, Market Research, Social Media Marketing
Education
Oregon State University 2008 — 2013
Bachelors degree, marketing
Sunset High School 2004 — 2008
GED
Gerber Legendary Blades May 2015 - Present
Willow Games LLC August 2013 - Present
Nike July 2014 - April 2015
Northwestern Mutual December 2012 - June 2014
Oregon Entrepreneurs Network 2013 - 2014
Oregon Entrepreneurs Network 2013 - 2014
Oregon Fruit Products LLC June 2012 - December 2012
Pacific Union College September 2009 - June 2012
Cameo Cinema October 2008 - June 2012
Shopko September 2007 - September 2008
Skills
Photography, Photoshop, Microsoft Office, Entrepreneurship, Teamwork, Social Media, Microsoft Excel, Data Analysis, Facebook, PowerPoint, Finance, Computer Hardware, Communication, Event Planning, Integrity, computer operating..., Operating Systems, Public Speaking, Data Modeling, Financial Modeling, Management, Leadership
Education
Willamette University - Atkinson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
Pacific Union College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Pacific Union College 2008 — 2012
Associate of Science (A.S.), Photography
Livingstone Academy 2004 — 2008
Enriched College Preparatory Diploma
Misken Benefit Group, LLC January 1999 - Present
BenefitMall 2000 - 2014
Kaiser Permanente 2000 - 2013
Anthem 1999 - 2010
Aetna 1999 - 2010
Aflac 1992 - 2010
DPBrokers.com 2005 - 2009
ING June 1999 - January 2000
Security Life of Denver 1999 - 2000
Northwestern Mutual June 1996 - June 1999
Skills
Health Savings Accounts, Health Insurance, Disability Insurance, Employee Benefits, Insurance, Brokers, Property & Casualty..., General Insurance, Commercial Insurance, Underwriting, Life Insurance, Term Life Insurance, Workers Compensation, Long-term Care, Dentistry, Small Business, Customer Satisfaction, Customer Service, Investments, Fixed Annuities, Sales, Medicare, Retirement, Management, Professional Liability
Education
Pacific Lutheran University - School of Business 1990 — 1994
BBA, Business Administration, Management and Operations
Pacific Lutheran University - School of Business 1990 — 1994
Bachelor of Science (BS), Business
Northwestern Mutual June 2013 - Present
Education
Palomar College 2013 — 2015
Business Administration and Management, General
SteamTek April 2014 - Present
Northwestern Mutual June 2013 - March 2014
AT&T January 2010 - January 2013
Skills
Retirement Planning, Strategic Financial..., Retirement, Life Insurance, Disability Insurance, Long Term Care Insurance, Carpet Cleaning, Customer Service, Small Business
Education
Three Rivers Community College 2008 — 2010
Accounting and Finance
Ozarks Technical Community College 2006 — 2008
Accounting and Finance
TD June 2015 - Present
Whole Foods Market March 2014 - August 2014
Banana Republic / Gap Inc. January 2014 - August 2014
Northwestern Mutual September 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Java, Oracle HR, Adobe Acrobat, Recruiting
Education
University of Hartford 2014 — 2015
Management, Pharmaceutical Sciences, Senior
Pace University 2010 — 2014
Business Economics
East Hartford High School 2006 — 2010
High School Diploma
US Navy August 2001 - Present
Northwestern Mutual June 2012 - December 2013
US Navy August 2001 - August 2010
Skills
Fast Learner, Attention To Detail, exceptional work ethic, Cultural Diversity, Supply Chain Management, Counterterrorism, Law Enforcement, Operations Management, Financial Accounting, managerial accounting, International Business..., Microsoft Office, Statistics, Economics, Marketing Strategy, Enforcement, Government, Program Management
Education
Peirce College 2011 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Peirce College 2011 — 2012
B.S; Accounting, B.S, Business Management
Lawrence High 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Financial Services January 2010 - Present
The Pennsylvania State University - Abington August 2010 - Present
Meeting House Dental Care August 2005 - Present
Northwestern Mutual January 2012 - September 2012
Twining Valley Golf Club August 2005 - April 2012
Environmental Standards, Inc. November 2010 - May 2011
Skills
Management, Access, PowerPoint, Leadership, CRM, Customer Service, Microsoft Excel, Strategic Planning, Event Planning, Public Speaking, Social Networking, Sales, Coaching, Time Management, Training, Analysis, Insurance, Risk Management, Event Management, Visio, Project Planning
Education
Pennsylvania State University-Penn State Abington 2007 — 2010
B.S. Business Administration, Dual Option: Financial Services plus Marketing & Management, 3.69 GPA
Upper Moreland High School 2001 — 2005
Dexia Credit Local January 2013 - Present
Morgan Stanley October 2012 - January 2013
Sterling Infosystems, Inc. January 2009 - August 2012
Sterling Infosystems, Inc. January 2008 - January 2009
CGI October 2006 - January 2008
CGI March 2004 - October 2006
CGI August 2000 - March 2004
Northwestern Mutual March 1998 - May 2000
Skills
Leadership, Visio, Requirements Gathering, SDLC, Requirements Analysis, Waterfall, Business Analysis, Software Project..., Process Improvement, PMP, Quality Assurance, Project Management, Team Leadership, Business Process..., SQL, Integration, Management, PMO, Product Management, Team Management
Education
Pace University 1995 — 2000
BBA, Information Systems; Minor: Biology
Global Apparel Network June 2006 - Present
Matte & Luster LLC April 2015 - Present
WOLF Designs October 2010 - March 2015
Me&Ro Jewelry 2004 - 2006
Northwestern Mutual 2001 - 2004
Merrill Lynch 2000 - 2001
Small Business Development Center at Pace University 1997 - 2000
Skills
Strategic Planning, Merchandising, Social Media, Retail, Fashion, Marketing Strategy, Sales Management, Management, Sales, E-commerce, Social Media Marketing, Product Development, Entrepreneurship, Strategy, P&L Management, Start-ups, Brand Development, Contract Negotiation
Education
Pace University
MBA, Finance
The University of Texas at El Paso
BBA, Accounting
Bank of the Ozarks July 2015 - Present
Cracker Barrel April 2010 - Present
Ouachita Baptist University May 2014 - May 2015
Northwestern Mutual May 2014 - September 2014
Skills
Leadership, Teamwork, Public Speaking, Customer Service, Microsoft Excel, Portfolio Management, Finance, Access, Microsoft Office, People Skills, Stock Market, PowerPoint, Mentoring, Outlook, Microsoft Word, Fundraising, Value Investing, Financial Analysis, Morningstar, Event Planning
Education
Ouachita Baptist University 2011 — 2015
Bachelor of Arts (B.A.), Business Administration/Finance
Little Rock Christian Academy 2007 — 2011
Highschool Diploma
GE Healthcare October 2015 - Present
Army National Guard August 2008 - Present
Super Steel, LLC February 2015 - August 2015
Northwestern Mutual December 2014 - February 2015
SoftwareONE January 2014 - December 2014
Data Specialists, Inc July 2013 - January 2014
Assisted Living Concepts April 2012 - July 2013
Children's Hospital of Wisconsin June 2012 - July 2012
VCPI August 2011 - April 2012
SMG Computing, Inc. November 2009 - April 2011
Skills
Network Security, Linux, Cloud Computing, Windows, Computer Security, Firewalls, Microsoft Office, Information Security, Java, Virtualization, HTML, C, Windows Server, VMware ESX, Servers, Microsoft Exchange, Hardware, VMware, VPN, Networking, TCP/IP, Disaster Recovery, Cisco Technologies, Group Policy, Technical Support, System Deployment, Hyper-V, vSphere, WAN, Software Installation, HP, Microsoft SQL Server, Backup Exec, Help Desk Support, Visio, Ubuntu, Routing, WSUS, OS X, Laptops, Troubleshooting, Infrastructure, Network Administration, Windows 7, Printers, Windows XP, Wireless Networking, VLAN, Business Continuity, Active Directory
Education
Ottawa University-Milwaukee 2012 — 2013
Bachelor of Arts (BA), Management Information Systems, General
Waukesha County Technical College 2007 — 2011
CIS-Computer Science, Network Specialist
Jefferies October 2014 - Present
Morgan Stanley Wealth Management September 2013 - October 2014
Northwestern Mutual December 2012 - May 2013
Enterprise Rent-A-Car May 2012 - August 2012
Skills
Sales, Management, Business Strategy, Customer Service, Financial Services, Interpersonal..., Outlook, Microsoft Office, Insurance, Training, Finance, Strategic Financial..., Sales Management, New Business Development, Leadership, Financial Analysis, Time Management, Microsoft Excel, Microsoft Word, Customer Satisfaction, Recruiting, Analysis, Team Leadership, PowerPoint, Marketing, Employee Training, Fixed Annuities, Series 7, Retirement, Retirement Planning, Securities, Wealth Management, Estate Planning, Asset Allocation, Equities, Financial Planning
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Worcester Academy 2008 — 2009
Post Graduate
MasterCard February 2015 - Present
MasterCard January 2013 - January 2015
MLE Logistic & Chartering Corp. August 2011 - December 2012
Northwestern Mutual June 2010 - August 2011
JP Morgan Chase June 2009 - August 2009
Skills
Strategic Financial..., Financial Analysis, Investments, Retirement, 401k, Retirement Planning, Finance, Analysis, Corporate Finance, Supply Chain Management, Financial Services, Risk Management
Education
Pace University 2008 — 2010
BBA, Finance
Northwestern Mutual May 2011 - Present
South Mississippi Electric May 2009 - August 2009
Education
University of Southern Mississippi 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration / Finance
Pearl River Community College 2007 — 2009
Associate of Science (A.S.), Electrical, Electronic and Communications Engineering Technology/Technician
Valet Park of America April 2013 - Present
Northwestern Mutual July 2011 - October 2012
J. FIORIE & CO April 2009 - June 2011
United States Marine Corps March 2006 - June 2009
United States Marine Corps January 2000 - January 2006
United States Marine Corps January 1995 - January 2006
United States Marine Corps November 1998 - January 2000
Skills
Security Clearance, Military, Team Building, Operations Management, Operational Planning, Risk Management, Leadership, Strategic Planning, Real Estate, Military Experience, Team Leadership, Government, Process Improvement, DoD, Military Operations, Program Management, Customer Service, Training, Security, Asset Managment, Leadership Development, Emergency Management, Process Scheduler, Human Resources, Force Protection, Aviation, Intelligence, Management, Project Planning, Analysis, Contract Negotiation, Supervisory Skills, Organizational..., Logistics, Policy, Quality Assurance, Defense, Command, Aircraft, Employee Training, Government Contracting, Tactics, Cross-functional Team..., Physical Security, Strategic Leadership, Intelligence Analysis, Military Training, National Security, Navy
Education
Park University 2004 — 2009
Bus. Mgmt & HR
Greece Athena 1982 — 1986
High School Diploma
Karvie Systems July 2007 - Present
Northwestern Mutual February 2002 - January 2010
GE Medical Systems October 2001 - February 2002
Bax Global June 2000 - September 2001
Fisher Controls March 1999 - June 2000
Skills
Virtualization, Disaster Recovery, SAN, VMware, Storage
Education
Osmania University
Northwestern mutual June 2013 - Present
The Salvation Army September 2013 - Present
Palm beach County Tax Collector January 2012 - June 2013
Mac Murray University August 2011 - May 2012
Port Charlotte High School May 2010 - May 2011
Charlotte County Tax Collector March 2006 - May 2011
Skills
Leadership, Investments, Personal Financial..., Savings, Building Relationships, Business Planning, Business Networking, Entrepreneurship, Public Speaking, Volunteer Management, Networking, Nonprofits, Motivational Speaking, Property Tax, Coaching
Education
Mac Murray University 2011 — 2012
Edison State College 2008 — 2009
Palm Beach State College
Business Administration and Management-Entrepreneurship, Computer Science
Northwestern Mutual June 2015 - Present
Brinkley Consultants LLC February 2014 - June 2015
The Breakers Palm Beach July 2013 - June 2015
The Breakers February 2013 - June 2015
YouthWorks March 2012 - August 2012
Palm Beach Atlantic University September 2011 - May 2012
Skills
Leadership, Customer Service, Sales, Public Speaking, Event Planning, Social Networking, Social Media, Music, Youth Ministry, Social Media Marketing, Facebook, Team Management, Music Production, Musicians, Worship Music, Small Business, Event Management, Public Relations, Marketing, Finance, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Planning, Budgeting
Education
Palm Beach Atlantic University 2011 — 2015
Bachelor of Arts (B.A.), General Studies
Daytona State College 2008 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Law Firm September 2014 - Present
City of Hartford February 2011 - August 2014
The Nielsen Company June 2005 - February 2011
Northwestern Mutual February 2000 - April 2004
GTE November 1987 - June 1999
Westinghouse Broadcasting May 1984 - November 1987
Skills
Process Improvement, Project Management, PMP, Program Management, PMO, Data Center, Business Process..., Governance, SharePoint, Vendor Management, Project Portfolio..., Project Planning, Change Management, Business Analysis, Agile Methodologies
Education
Edgemont High School
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Management Information Systems, General
University of New Haven
Master of Business Administration (MBA), Computer and Information Sciences, General
First American Payment Systems September 2015 - Present
WESCO Distribution September 2014 - September 2015
American Income Life Insurance Company October 2013 - October 2014
Little Rock Regional Chamber of Commerce July 2013 - January 2014
Northwestern Mutual 2012 - January 2013
Murco Wall Products, Inc. May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Financial Reporting, People Management, People Development, Tax Efficiency, Retirement Planning, Income Protection, Wealth Accumulation
Education
Ouachita Baptist University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration, Finance and Management
Moët Hennessy USA September 2014 - Present
Coty February 2014 - August 2014
ADEV Inc. June 2012 - February 2014
Pace Advertising Team-PLV September 2011 - April 2012
American Red Cross January 2011 - May 2011
Northwestern Mutual May 2010 - August 2010
A&E Stores January 2009 - January 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Basic HTML, Social Media, Social Media Marketing, Basic Video Editing, CMS, Social Networking, Facebook, Video Editing, Marketing, Mac, Email Marketing, Photoshop, Public Relations, Time Management, Advertising, Integrated Marketing, Press Releases, Marketing Strategy
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration, Marketing
Shangri-La Construction December 2014 - Present
Northwestern Mutual September 2011 - June 2012
Skills
Excel, Microsoft Office 2007, Microsoft Excel, Accounts Payable, PowerPoint, Spreadsheets, Access, Bookkeeping, Financial Analysis
Education
California state LA 2011 — 2014
Bachelor of Science (BS), Business Administration, option: Accounting
Pasadena City College 2008 — 2011
AA/AS, Accounting
Amara Management LLC June 2012 - Present
AUM Inc dba Willow Run Liquors November 2012 - Present
AVV Wealth Strategies, LLC May 2011 - December 2014
Asha for Education January 2010 - December 2013
TiE Rockies 2011 - November 2013
Northwestern Mutual September 2010 - June 2011
Firstsource Solutions Limited March 2008 - May 2010
Barclays November 2006 - March 2008
Capital One Financial January 1999 - December 2005
Tefen USA March 1997 - December 1998
Skills
Financial Modeling, Analytics, Portfolio Management, Financial Services, Financial Analysis, Entrepreneurship, Start-ups, Strategy, Business Development, Analysis, Risk Management, Mergers & Acquisitions, Management Consulting, Marketing, Finance
Education
University of Colorado Denver 2009 — 2010
MBA, Finance
Virginia Polytechnic Institute and State University 1995 — 1997
Master's, Industrial Engineering - Operations and Management Systems
Osmania University 1991 — 1995
Bachelors, Mechanical Engineering
JDS Financial Solutions January 1998 - Present
Northwestern Mutual September 1990 - December 1997
Bear Stearns October 1985 - August 1990
E.F. Hutton October 1983 - October 1985
Bradford Broker Settlement 1982 - 1983
Skills
Research, Retirement Planning, Strategic Planning, Investments, Fixed Annuities, Annuities, Secondary Market..., Financial Advisory, Sales Management, Direct Sales, Customer Relations, Financial Markets, Financial Analysis, Financial Management, Financial Accounting, Fixed Income Trading, Investment Products, Alternative Investments, Excel, Fixed Income, Financial Services, Managerial Finance, Portfolio Management, Finance, Retirement, Financial Risk, Asset Allocation, Equities, Microsoft Excel, Customer Service, Strategy
Education
Pace University - Lubin School of Business 1979 — 1982
B.B.A., Public Accounting
Franklin County Board of Elections March 2015 - Present
Northwestern Mutual March 2014 - October 2014
Ohio Development Services Agency July 2013 - January 2014
Skills
Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint, Outlook, Research, Google Apps, Finance, Teamwork, Time Management, Event Planning, Social Media
Education
Otterbein College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pickerington High School Central 2006 — 2010
Girls Educational & Mentoring Services May 2013 - Present
The Riverside Church August 2009 - July 2012
Lenox Advisors September 2006 - August 2009
Northwestern Mutual February 2004 - September 2005
New York Life Insurance Company January 1999 - January 2004
Skills
Marketing, Event Producing, Customer Service, Leadership, Entrepreneurship, Finance, Event Management, Networking, Inventory Management, Sales, Graphic Design, Strategy, Program Management, Office Management, Project Management, Executive Calendar..., Vendor Contracts, Business Travel, Corporate Events, Non-profit Volunteer, Social Media Outreach, Operational Streamlining, Cost Control, Customer Engagement, Customer Support, Budget Management, Lean Six Sigma, Operation Efficiencies, Business Correspondence, Cross-functional Team...
Education
Pace University - Lubin School of Business
Candidate, Master of Business Administration
METROPOLITAN COLLEGE
Bachelor of Arts, Business Administration
Northwestern Mutual February 2014 - Present
Argenta-Oreana High School August 2013 - Present
Parkland College May 2013 - Present
Old Orchard Lanes & Links March 2008 - Present
Skills
Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Research, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Parkland College 2010 — 2013
Associate of Science (A.S.), Kinesiology and Exercise Science
The Garden City Hotel May 2014 - April 2015
Northwestern Mutual January 2014 - May 2014
St. John's University August 2013 - May 2014
St. John's University July 2013 - May 2014
St. John's University October 2012 - November 2013
Chiropractic Works December 2010 - June 2012
Skills
Hospitality Management, Hospitality, Front Office, Hotel Management, Hotels, Catering, Micros, Restaurants, Event Management, Meeting Planning, Food & Beverage, Hospitality Industry, Event Planning, Revenue Analysis
Education
Pace University 2015 — 2018
Master of Computer Applications (MCA), Computer Software Engineering
Saint John's University 2012 — 2014
Bachelor of Science (BS), Hospitality Administration/Management and Business Administration, 3.9
SUNY Geneseo 2011 — 2012
Northwestern Mutual May 2013 - June 2014
Rite Aid July 2012 - March 2013
APPLEBEE'S BAR AND GRILL March 2011 - July 2012
IVI INTERNATIONAL, INC June 2011 - August 2011
Club Fit January 2009 - February 2011
THE FISH CELLAR July 2007 - January 2009
Skills
Spanish, PowerPoint, Microsoft Excel, Microsoft Word, Sales, Microsoft Office, Customer Service
Education
Pace University - Lubin School of Business 2010 — 2012
Bachelor of Business Administration, International Management
Westchester Community College 2007 — 2010
Associate of Science, International Management
Horace Greeley High School
Regents High School Diploma
Robert E Bell Middle School
Status Industry November 2014 - Present
Sanjel Canada Ltd. October 2014 - January 2015
Northwestern Mutual December 2012 - September 2014
Northwestern Mutual May 2012 - December 2012
China DR Solutions September 2010 - December 2010
Qwest June 2010 - September 2010
Harold Pener Man of Fashion August 2009 - January 2010
Creative Designers Aveda Day Spa and Salon January 2007 - June 2007
Skills
Facebook, Microsoft Excel, PowerPoint, Mandarin, Customer Service, Social Networking, E-commerce SEO, Social Media Marketing, Advertising, Management, Outlook, Google Docs, SharePoint, Skype, Sales, Strategic Financial..., Finance, Spanish, Marketing Communications, Public Relations, Event Planning, Microsoft Office, Marketing, Vietnamese, Spanish-English, Event Management, Entrepreneurship, Fashion, Keyword Research, Twitter, YouTube, Tennis, Internal Audit, Human Resources, Receptionist Duties, Cashiering, Small Business, Marketing Strategy, Outdoor Advertising, Media Relations, Disability Insurance, Retirement Planning, Investments, Long Term Care Insurance, Social Media, Fundraising, Online Marketing, Marketing Research, Public Speaking, Leadership
Education
University of Denver - Daniels College of Business 2008 — 2012
BSBA, International Business, Marketing, Economics
Peking University 2010 — 2010
International Business, International Finance, International Marketing, Global Economy, Chinese
Icon Solutions/Exelon Power Labs April 2015 - Present
Club Prophet Systems February 2014 - February 2015
Northwestern Mutual October 2012 - January 2014
Servpro Industries November 2011 - April 2012
Karl Storz Endoscopy August 2006 - February 2009
Skills
Sales & Marketing..., Insurance, Medical Devices, Leadership, Territory Mgmt, Territory..., Marketing
Education
Penn State University 1997 — 2001
Bachelor of Science (B.S.), Marketing
Franklin Regional High School 1993 — 1997
Diploma, Business Studies
Northwestern Mutual March 2010 - Present
Kanakuk Kamps March 2007 - August 2010
Education
Ouachita Baptist University
Stephen F. Austin State University
Northwestern Mutual July 2015 - Present
Chase, Jones & Associates June 2014 - August 2015
The Rock Wood Fired Kitchen June 2011 - September 2013
Skills
Finance
Education
Oregon State University 2012 — 2016
Entrepreneurial and Small Business Operations, Speech Communications
IBM, Sales & Distribution, Software Group, Industry Solutions July 2015 - Present
IBM, Sales & Distribution, Software Group, Industry Solutions April 2014 - June 2015
IBM, Sales & Distribution, Systems & Technology Group June 2011 - March 2014
R.L. Pritchard & Co. Inc. May 2006 - June 2011
Northwestern Mutual June 2010 - November 2010
New York City Office of Emergency Management June 2010 - August 2010
Colgate Palmolive May 2008 - August 2008
Citigroup June 2007 - November 2007
Skills
Disaster Recovery, Data Center, Troubleshooting, Databases, Linux, Project Management, Virtualization, Storage Area Networks, Cloud Computing, Testing, HTML, Pre-sales, Servers, Leadership, Visual Basic, CSS, Solution Architecture, Solution Implementation, Enterprise Architecture, X86, Networking, Proof of Concept, Intel, Microsoft Technologies, Solution Selling, Creative Problem Solving, Technical Writing, Flash, JavaScript, Storage Solutions, Lead Generation, Enterprise Software, Requirements Analysis, Business Process Design, Service Oriented..., IBM System X, High Performance..., Negotiation, Low Latency Trading, Soldering, PureFlex, Sales, Team Building, Customer Relationship..., Wall Street, Consulting, Project Planning, NAND Flash, Technical Presentations, Cluster
Education
Pace University - Lubin School of Business 2008 — 2010
BBA, Information Systems, History
Stevens Institute of Technology 2006 — 2008
Transfered, Biomedical Engineering
Digital Brand Architects May 2015 - Present
Westchester Community Bible Church 2006 - Present
NSR Nina Runsdorf April 2013 - October 2014
Iconify Creative 2011 - 2013
Northwestern Mutual 2009 - 2011
Shai Dion Inc. / DreamStone 2007 - 2009
Skills
Social Media, Customer Service, Social Media Marketing, Photoshop, WordPress, Blogging, Copywriting, PowerPoint, Facebook, Event Planning, Video Editing, Microsoft Office, Microsoft Word, Social Networking, Advertising, Illustrator, Marketing Communications, Graphic Design
Education
Pace University
Communication Studies
The Art Institute of New York City
Graphic Design
Infocyte, Inc. August 2014 - Present
Rackspace, the #1 managed cloud company December 2013 - September 2014
Rackspace, the Open Cloud Company December 2013 - April 2014
Citrix Online August 2012 - November 2013
Northwestern Mutual November 2011 - July 2012
Expeditors International 2011 - 2011
Scott Bruun for Congress August 2010 - November 2010
Republican National Committee June 2010 - August 2010
Allen Alley for Governor Campaign, 2010 April 2009 - March 2010
Skills
Salesforce.com, SaaS, Recruiting, Fundraising, Lead Generation, Enterprise Software, Public Speaking, Blogging, Sales Process, Social Networking, Politics, Cold Calling, Solution Selling, Strategic Partnerships, Strategic Planning, Cyber Defense, Information Security
Education
Oregon State University 2006 — 2010
BA, Political Science
Université du 7 Novembre á Carthage, Insitut Supèrieur des Langues de Tunis 2009 — 2009
Tunisian and Modern Standard Arabic, Arab Culture
University College Cork, Ireland (UCC) October 2014 - Present
Pacific Lutheran University February 2014 - May 2014
Mary Lund-Davis Student Investment Fund September 2011 - May 2014
Northwestern Mutual December 2012 - April 2013
Pacific Lutheran University September 2011 - January 2012
Restaurant Seminars Institute December 2010 - September 2011
Skills
Analysis, People-oriented, Financial Analysis, Finance, Organized Multi-tasker, Portfolio Management, Leadership, Economics, Accounting, Time Management, Research, Management, Computer Science, Highly resourceful, Data Analysis, Business Analysis, Public Speaking, Microsoft Word, PowerPoint, VBA, Microsoft Excel, Equity Research, Financial Modeling, Corporate Finance, Microsoft Office
Education
University College Cork 2014 — 2015
MSc Corporate Finance, Finance
Pacific Lutheran University 2010 — 2014
Bachelor of Arts in Business, Finance
Pacific Lutheran University - School of Business
Bachelor's Degree, Bachelor of Business Administration
Sigma Phi Epsilon June 2015 - Present
Northwestern Mutual April 2015 - Present
Oregon State University Athletic Department April 2015 - Present
Dixon Rec Sports January 2015 - March 2015
Skyhawks Sports Academy May 2014 - September 2014
Oregon Home Builders Association June 2013 - September 2013
Skills
Sales, Financial Planning, Coaching, Accounting, Event Planning, Social Media, Marketing, Microsoft Office, Finance, Microsoft Excel, Social Media Marketing, Advertising
Education
Oregon State University 2013 — 2017
Accounting
Lakeridge High School 2009 — 2013
Northwestern Mutual June 2015 - Present
Rockwell Automation February 2015 - June 2015
UBS Wealth Management March 2009 - September 2014
UBS Wealth Management August 2007 - March 2009
Kforce Inc (Formerly Pinkerton Computer Consultants) May 2004 - August 2007
Prudential Financial November 1993 - October 2003
American Management Systems July 1990 - October 1993
IBM January 1988 - June 1990
Skills
SDLC, IT Strategy, Portfolio Management, Management, Financial Services, Project Management, Project Portfolio..., Vendor Management, Offshoring, ITIL v3 Foundations..., Business Analysis, Trading Systems, PMO, Leadership, Banking, Mutual Funds, Wealth Management, Investments, Risk Management, IT Management, Requirements Analysis, IT Operations, Software Project..., Requirements Gathering, Program Management, Process Improvement, PMP, ITIL
Education
Pace University 1986 — 1990
BS, Computer Science
Goldman Sachs June 2015 - Present
Northwestern Mutual December 2014 - April 2015
Morgan Stanley January 2015 - March 2015
UBS Wealth Management January 2014 - May 2014
Henry F. Malarkey & Co. P.C. September 2013 - December 2013
Skills
Finance, Investments, Portfolio Management, Microsoft Office, Wealth Management, Financial Planning, Strategic Planning, Financial Advisory, Financial Modeling, Risk Management, Leadership, Mutual Funds, Data Analysis, Sales, Financial Services, Equities
Education
Pace University - Lubin School of Business 2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, Finance Major GPA: 3.93
Ramapo College of New Jersey 2012 — 2013
Finance, GPA: 3.95
Northwestern Mutual July 1976 - Present
Northwestern Mutual July 1976 - Present
Northwestern Mutual July 1976 - Present
Skills
Leadership, Coaching, Strategic Planning, Analysis, Patience, Seeing the Big Picture, Listening, Teaching, Building Trust
Education
The American College
CLU, ChFC, Financial Planning and Services
Pepperdine University 1972 — 1974
Bachelor of Arts (B.A.), Humanities
Pacific Lutheran University 1974 — 1976
BA, Religion
Northwestern Mutual December 2012 - Present
Berger Realty Group October 2012 - November 2012
MISI Company February 2011 - April 2012
CMB Realty November 2010 - February 2011
The Door June 2010 - December 2010
Freelance Catering May 2010 - November 2010
Tan in the Shade April 2008 - May 2010
Collectors December 2007 - March 2008
Skills
Recruiting, Event Planning, Technical Recruiting, Human Resources, Management, Sales, Community Outreach, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Vendor Management, Onboarding, Temporary Placement, Contract Recruitment, Customer Service, Microsoft Office, Social Networking, Visio, PeopleSoft, Lotus Notes
Education
Pace University 2008 — 2011
Applied Psychology/ Human Relations, Psychology
Pace University 2006 — 2010
BA, Psychology and Human Relations
Allstate Insurance July 2014 - Present
Northwestern Mutual February 2013 - Present
State Farm Insurance November 2011 - April 2013
NILICO March 2011 - November 2011
Skills
Life Insurance, Disability Insurance, Insurance, Term Life Insurance, Long-term Care, Health Insurance, Whole Life, Umbrella Insurance, Long Term Care Insurance, Universal Life, Life, Permanent Life Insurance, College Savings Plans, Licensed Life, Licensed Life Insurance..., Customer Service, Retirement Planning, Retirement
Education
Pace University
Master's degree, Business, Management, Marketing, and Related Support Services
Northwestern Mutual May 2015 - August 2015
ALDO Group August 2014 - June 2015
Blue Water Doctors August 2013 - January 2015
Premier Real Estate Brokers October 2012 - September 2013
Dunkin Donuts June 2012 - March 2013
Sloan's Ice Cream October 2009 - November 2010
Skills
Customer Service, Sales, Leadership, Teamwork, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Spanish, Finance, Data Entry, Advertising, PowerPoint, Social Networking, Facebook, Research, Public Speaking
Education
University of Central Florida 2015 — 2017
Bachelor of Arts (B.A.), Finance, General
Palm Beach State College 2012 — 2014
Associate of Arts (AA), General Studies, 3.1 GPA
Northwestern Mutual April 2015 - Present
Northwestern Mutual June 2013 - Present
Northwestern Mutual August 2012 - June 2013
Sigma Phi Epsilon January 2012 - January 2013
Whetstone Builders June 2006 - September 2012
Skills
Economics, Life Insurance, Investments, Strategic Financial..., Financial Analysis, Series 7, Finance, Sales, Insurance, Retirement Planning, Leadership, Management, Philanthropy, Environmental Awareness, Environmental Science, Environmental Impact..., Marketing
Education
University of New Hampshire 2010 — 2013
Bachelor of Science (BS), Environmental and Resource Economics
University of New Hampshire 2010 — 2013
Minor, Green Real Estate
Paul Smith's College 2009 — 2010
Bachelor of Science (BS), Environmental Science
Berkshire School 2006 — 2009
Calamo Silk August 2012 - Present
Northwestern Mutual September 2011 - September 2012
HSBC 2007 - 2009
Skills
Securities, Financial Analysis, Investments, Fixed Income, Portfolio Management, Microsoft Excel, Valuation, PowerPoint, Data Analysis, Customer Service, Digital Printing, Screen Printing, Garment Manufacturing, Textiles
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Marketing, Management
Northwestern Mutual January 2015 - May 2015
Pace University January 2014 - February 2015
Pace University January 2013 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Visio, Outlook, Monetary Policy, Bloomberg Terminal, Economic Development, Access, Market Research, Analysis, Finance, Financial Analysis, Economics, Data Analysis, Investments, Financial Modeling, Business Analysis, Data Entry, Statistical Data..., Statistics, Quantitative Analytics, Health Economics, Financial Economics, Wealth Management, Team Leadership, Student Leadership, Bloomberg Software, Fitness Instruction
Education
Pace University 2012 — 2017
Bachelor of Science (BS), Business Economics and Finance, Major GPA: 3.7
Shelton High School 2008 — 2012
High School
Northwestern Mutual June 2015 - Present
VIDES+USA December 2013 - May 2014
Make A Wish August 2012 - December 2013
Gap Inc./Old Navy June 2010 - December 2012
Lourdesmont Youth and Family Services 2011 - 2012
Skills
Community Service, Communication, Compassion, Delegation, Non-profit Volunteer, Volunteering, Microsoft Office, Nonprofits, Microsoft Word, PowerPoint, Public Speaking, Volunteer Management, Social Media, Event Planning, Microsoft Excel
Education
University of Scranton 2011 — 2013
Bachelor of Science (B.S.)
Pace University-New York 2009 — 2011
Monroe Woodbury HS
Monroe Woodbury HS
Northwestern Mutual September 2015 - Present
Primerica February 2015 - September 2015
Skills
Customer Service, Social Media, Microsoft Office, Social Networking
Education
Palm Beach Atlantic University 2014 — 2018
Accounting and Finance
Northwestern Mutual November 2014 - Present
Southern Baptists of Texas Convention January 2012 - November 2014
Sky Ranch January 2011 - August 2011
Park Cities Baptist Church January 2010 - January 2011
Arkadelphia School of Dance August 2005 - May 2009
Skills
Youth Ministry, Student Ministry, Church Administration, Discipleship, Biblical Studies, Church Growth, Missions, Theology, Church Events, Gospel, Discipleship Training, Religion, Spiritual Direction
Education
Ouachita Baptist University 2005 — 2009
Bachelor of Arts (BA), Christian Studies
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company March 2011 - Present
Barnum Financial Group and office of MetLife October 2004 - March 2011
Northwestern Mutual April 2003 - October 2004
Skills
Sales and Marketing, Advertising, Strategic Communications, Client Relationship..., Financial Management, Financial Analysis, Implementing Processes, Creative Writing, Creative Concept..., Account Management, Community Relations, Insurance, CRM, Managerial Finance, 401k, 401k Rollovers, Asset Allocation, College Savings Plans, Community Development, Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, IRAs, Investments, Leadership, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Permanent Life Insurance, Portfolio Management, Product Development, Retirement, Retirement Planning, Securities, Roth IRA, Series 6, Series 63, Series 7, Strategic Financial..., Term Life Insurance, Universal Life, Variable Annuities, Wealth, Wealth Accumulation, Wealth Management
Education
Newtown High School, Newtown, CT 1992 — 1997
Pace University - Lubin School of Business
Reach Media/The Toledo Blade August 2015 - Present
Christina Watts May 2000 - Present
Northwestern Mutual September 2014 - August 2015
Davis College August 2014 - November 2014
White House/ Black Market August 2011 - September 2014
Dillards October 2010 - September 2011
Skills
Marketing, Customer Service, Sales, Social Networking, Microsoft Office, Management, Event Planning, Social Media Marketing, Social Media, Fashion
Education
University of Toledo 2003 — 2005
Bachelor of Arts (B.A.), Communication, General
Owens Community College 2001 — 2003
Associate of Arts (AA), Communication, General
Genoa
Northwestern Mutual 2010 - Present
The Effner Financial Group of Northwestern Mutual 2005 - 2010
The Effner Financial Group of Northwestern Mutual 2001 - 2005
Skills
Outlook, Proficient in Microsoft..., Travel and vendor..., Managing and..., Securing and managing..., Agency event..., Notary Public, Illinois Life, Health,..., resume screening, new hire onboarding
Education
Palm Beach Atlantic University
Bachelors, Business Administration
Bellevue Healthcare September 2013 - Present
Northwestern Mutual February 2013 - June 2013
Costco Wholesale July 2011 - February 2013
Northwest Photography June 2009 - September 2011
Pacific Lutheran University May 2008 - August 2010
Salty's May 2008 - May 2010
Skills
Customer Service, PowerPoint, Microsoft Office, Teamwork, Digital Photography, Research, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Photoshop, Time Management, Facebook, Sales, Merchandising
Education
Pacific Lutheran University 2007 — 2012
B.A, Biology
Park Place Technologies July 2015 - Present
Park Place Technologies February 2015 - July 2015
Northwestern Mutual February 2014 - December 2014
Mixed Bag Designs Inc. October 2013 - April 2014
Skills
Marketing, Sales, Customer Service, Client Development, Social Networking, CRM, Teamwork, Leadership, Time Management, Market Research, Data Center, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Client Service Oriented, Data Analysis, Public Speaking, Client Services, Networking, Microsoft Word, Account Management
Education
Penn State University 2011 — 2014
Bachelor of Science (B.S.) Business, French and Francophone Studies
Northwestern Mutual June 2012 - Present
Skills
Event Planning, Teamwork, Succession Planning, Management, Estate Planning, Life Insurance, Recruiting, Microsoft Word, Social Media
Education
Pacific Lutheran University 2008 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
Northwestern Mutual 2012 - Present
ta-tas Brand Clothing 2006 - 2011
Motion Picture Industry 1994 - 2006
Motion Picture Industry 1993 - 2006
Education
Pacific Lutheran University 1987 — 1991
Lyons National Bank December 2013 - Present
GenoaBank August 2011 - December 2013
GenoaBank April 2011 - August 2011
Seagate Blasting April 2008 - April 2011
Northwestern Mutual January 2008 - April 2008
Skills
Financial Analysis, Customer Service, Commercial Banking, Finance, Small Business Lending, Teamwork, Self-motivated..., Credit Analysis, Commercial Lending, Lines Of Credit, Leadership
Education
University of Findlay 2004 — 2007
Bachelor of Science (BS), Finance
Owens Community College 2004 — 2006
General Studies
State Farm March 2013 - Present
Jazz Motorsports January 2012 - March 2013
Northwestern Mutual May 2011 - September 2011
Bitter End April 2011 - September 2011
Toledo's Main Street December 2009 - May 2011
Skills
Sales, Customer Service, Long-term Care, Licensed Property &..., Licensed Life & Health..., Certified Public Notary, Insurance, Customer Satisfaction, Bookkeeping, Insurance Background, Sales Growth, Customer Driven, Customer Service..., Marketing Operations, Life Insurance, Cold Calling, Health Insurance, Disability Insurance, Time Management, Building Relationships, Market Research, Leadership, Direct Sales, Outlook, Retirement Planning, Social Networking, Sales Process, Selling, Sales Management, Term Life Insurance, Facebook, Account Management, Team Leadership, New Business Development, Microsoft Office, Networking
Education
Owens Community College 2003 — 2005
Communications: Public Relations
Lake HS 1999 — 2003
Diploma, College Prep
Northwestern Mutual June 2013 - Present
US Army 2011 - Present
Education
Pacific Lutheran University
Bachelor's Degree, Economics
Capital High School
High School
Towers Watson June 2015 - Present
Aksia June 2014 - November 2014
Millennial Capital Partners March 2014 - June 2014
Northwestern Mutual May 2013 - November 2013
Beta Alpha Psi May 2012 - September 2013
Trinity Consulting LTD June 2012 - August 2012
Best Hostel Sweden May 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Quantitative Research, Financial Analysis, Business Writing, Prezi, Public Speaking, Windows, Mac OS, Leadership, Teamwork, Russian, Swedish, Spanish, Time Management, Customer Service, Social Media, HTML, Research, Event Planning, Communication, Translation, Data Entry, Finance, Analysis
Education
Pace University, Lubin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and International Management, 3.63
Enskilda Gymnasiet 2008 — 2011
Integrated Financial Solutions Group March 2014 - Present
Northwestern Mutual May 2012 - March 2014
Fayettechill Clothing Company February 2012 - May 2013
Sky Ranch July 2008 - July 2011
Skills
PowerPoint, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking, Teamwork, Project Management, Time Management, Research, Networking, Prospecting Skills, Sales, Sales Management, Committed to..., Presenter, Communication Skills, Customer Service, Personal Financial..., Risk Management, Insurance, Dependable Team Player, Self-starter, Development of Sales, Building Clientele, Branding Experience, Product Marketing, Advertising, Close Attention to...
Education
Ouachita Baptist University 2009 — 2013
Bachelor of Science (BS), Finance and Management
Prestonwood Christian Academy 2005 — 2009
H&R Block December 2013 - Present
Cetera Financial Specialists LLC January 2014 - Present
Cetera Financial Specialists LLC October 2013 - December 2013
Northwestern Mutual May 2010 - October 2013
Pace University 2007 - 2011
Skills
Franklin Lakes...
Education
Pace University - Lubin School of Business 2007 — 2011
BBA Accounting
Indian Hills High School
Fisher Investments April 2013 - Present
Standard Insurance Company August 2010 - April 2013
Standard Insurance Company June 2009 - August 2010
Standard Insurance Company March 2008 - June 2009
Ameriprise Financial Services, Inc. September 2007 - September 2007
Northwestern Mutual November 2006 - May 2007
Skills
Series 7, Series 66, Public Speaking, Time Management, Customer Service, QKA
Education
Oregon State University 2003 — 2007
Bachelor of Science (BS), Business Administration; Option Finance
Families First of Palm Beach County December 2012 - Present
Northwestern Mutual October 2012 - Present
1st Discount Brokerage October 2008 - July 2012
ATZSOMAK A to Z Social Marketing January 2010 - June 2012
PC Domains May 2003 - August 2010
IT Solutions of South Fl September 2008 - October 2008
Palm Beach County Convention Center October 2007 - June 2008
The Breakers January 2006 - August 2007
Skills
IT Management, Customer Relations, Portfolio Management, Analysis, Financial Planning, Investments, Problem Solving, Team Building, Outlook, Research, Customer Service, Social Media Marketing, Strategic Financial..., Online Marketing, Time Management, Networking, Risk Management, Management, Sales, Marketing, CRM, Entrepreneurship, Equities, Negotiation, Project Management, Customer Satisfaction, Digital Marketing, Securities
Education
Palm Beach Atlantic University 2001 — 2005
CIS, Computer Information Systems
PC Professor 2005 — 2007
MCSE, Techonolgy
Aramark Uniform Services May 2014 - Present
Valicharla LLC September 2013 - Present
Cummins Inc. April 2013 - March 2014
Odesus, Inc. 2014 - 2014
GE Healthcare September 2010 - March 2013
Johnson Controls April 2008 - September 2010
Infosys 2000 - 2010
Equifax October 2007 - March 2008
Fidelity Investments March 2007 - September 2007
Northwestern Mutual November 2003 - March 2007
Skills
Siebel, SDLC, Requirements Analysis, Requirements Gathering, Software Project..., Data Warehousing, Business Analysis, Solution Architecture, ETL, Data Modeling, Oracle, Business Intelligence, Enterprise Architecture, SOA, PL/SQL, Integration, SQL, Quality Center, Pre-sales, IT Strategy, Business Process Design, Gap Analysis, ERP, Data Remediation Lead, Deployment Readiness..., Test Data Lead, Data Driven Testing, Large Scale System..., Integration Architecture, CRM, EAI, Oracle E-Business Suite, Data Migration, Testing
Education
Osmania University 1997 — 2000
Bachelors in Engineering, Computers Sciences
Northwestern Mutual November 2002 - Present
Northwestern Mutual August 1993 - Present
Northwestern Mutual February 2001 - October 2002
Skills
Management, Time Management, Customer Service, Sales, Event Planning, Team Building, Insurance, Social Media, Sales Management, Social Networking, Leadership, Marketing, Strategic Planning, Finance, Investments, Financial Planning, Retirement Planning, Life Insurance
Education
Pacific University 1989 — 1993
B.A., Business with concentration in Accounting & Marketing
Northwestern Mutual June 2007 - Present
Storm Support June 2005 - June 2007
Centex Homes 2001 - 2004
Education
Palm Beach Atlantic University 1998 — 2001
BS, Applied Finance and Accounting
Northwestern Mutual January 2004 - Present
Education
Ouachita Baptist University 1996 — 2000
Legacy Wealth Partners, LLC September 2012 - Present
Northwestern Mutual May 2005 - August 2012
The MONY Group June 1991 - May 2005
Richard Stevens, CPA June 1986 - June 1991
Peat Marwick Mitchell & Co June 1982 - June 1986
Education
Pace University-Pleasantville/Briarcliff Campus 1978 — 1982
BBA, Accounting - CPA
Northwestern Mutual April 2014 - Present
Surrmajo Fotografia October 2012 - Present
JPMorgan Chase & Co. August 2013 - April 2014
Busey April 2010 - April 2013
Education
Parkland College 2008 — 2010
Fine/Studio Arts, General
Frontline Technologies January 2014 - Present
LPL Financial June 2013 - December 2013
Chick-fil-A March 2013 - May 2013
Northwestern Mutual May 2011 - February 2013
Palm Beach Atlantic University May 2010 - May 2011
The Breakers February 2008 - May 2011
Intracoastal Family Office at Capital Guardian October 2010 - December 2010
RMJ, Inc. January 2010 - October 2010
Fulton Financial Corporation May 2008 - August 2009
Willow Valley Resort and Conference Center 2004 - 2007
Skills
Microsoft Excel, Insurance, Leadership, Strategic Financial..., Analysis, Finance, Retirement Planning, PowerPoint, Teamwork, Wealth Management, Investments, Market Research, Budgets, Team Leadership, Microsoft Word, Training, Outlook, Life Insurance, Coaching
Education
Palm Beach Atlantic University 2007 — 2011
BS
Lancaster Christian School 1998 — 2007
Atrium Staffing May 2009 - Present
Michael Page International April 2006 - May 2009
Aldan Troy Group 2005 - 2006
Robert Half International June 2005 - December 2005
Northwestern Mutual 2003 - 2005
Skills
Temporary Staffing
Education
Pace University 1999 — 2003
East Brunswick 1996 — 1999
American Express January 2014 - Present
American Express May 2012 - January 2014
Northwestern Mutual March 2010 - May 2012
Skills
Employee Benefits, Cold Calling, Sales, Marketing, Account Management, Social Media Marketing, Employee Relations, Human Resources, Training, Taleo, Applicant Tracking..., Hiring
Education
Penn State University 2002 — 2006
Bachelor's degree, Health and Human Development
Kelly Services 2013 - 2015
Henry Schein 2010 - 2012
Citi 2007 - 2010
American Home Mortgage 2006 - 2007
BNY Mellon 1995 - 2006
Northwestern Mutual 1990 - 1995
Skills
Executive..., Customer Service, Outlook, Microsoft Office, Time Management, Microsoft Excel, Process Improvement, Microsoft Word, Project Management, Marketing, Financial Analysis, Social Media, Onboarding, Event Planning, Training, Social Networking, Strategic Planning
Education
Pace University - Lubin School of Business 2005 — 2009
Bachelor's Degree, Finance, magna cum laude
East Rockaway High School
Stony Brook University
General Studies
Venture General Contracting November 2014 - Present
Cetera Financial Group November 2013 - November 2014
Wild Hope Center for Vocation February 2014 - May 2014
Mary Lund-Davis Student Investment Fund December 2011 - February 2014
Pacific Lutheran University October 2013 - January 2014
Northwestern Mutual December 2012 - May 2013
Blue Ridge Community Club June 2012 - August 2012
Martin Nelson & Company May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Time Management, Financial Analysis, Financial Reporting, Financial Planning, Financial Forecasting, Public Speaking, Leadership, Research, Teamwork, Management
Education
Pacific Lutheran University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Select Equity Group, L.P. February 2015 - Present
Northwestern Mutual March 1994 - Present
Northwestern Mutual January 2006 - May 2009
Northwestern Mutual October 2000 - December 2005
Northwestern Mutual March 1994 - December 2000
Education
The American College 2013 — 2015
Chartered Leadership Fellow
Grace Institute 1989 — 1990
Certificate
Pace University 1987 — 1988
Northwestern Mutual June 2013 - Present
Skills
Strategy, Process Improvement, Analysis, Retail, Team Building, Vendor Management, Management, Marketing Strategy, Sales, Customer Service, Business Process..., Leadership, Cross-functional Team..., Start-ups, Business Development, Business Strategy, Budgets, Strategic Planning, Marketing, Finance, Financial Analysis, Forecasting
Education
Pace University 1992 — 2003
BBA/MBA, Finance and Financial Management Services
Policy-Studies December 2006 - May 2010
Northwestern Mutual March 2004 - December 2006
MCI Worldcom December 1999 - July 2003
Education
Pacific University 1989 — 1995
BS, Computer Science
Northwestern Mutual January 2002 - Present
Northwestern Mutual Financial Network January 2002 - October 2014
Katz Communications 1986 - 1993
MCI International June 1983 - June 1984
Education
Pace University-Pleasantville/Briarcliff Campus 1979 — 1981
Associate's degree
Northwestern Mutual December 2013 - Present
Traxis Partners May 2013 - November 2013
Traxis Partners September 2012 - November 2012
Stifel Nicolaus Weisel February 2010 - February 2012
Sivik Global Healthcare April 2007 - December 2008
Cowen and Company December 2003 - June 2006
Bates May 2001 - August 2002
MarketingInfo.com July 2000 - February 2001
Education
University of Virginia 1996 — 2000
BS Commerce
Pace University - Lubin School of Business 2013 — 2016
Master's Degree
John Jay High School
Fox Lane Middle School
Northwestern Mutual June 1985 - Present
Education
Pace University 1981 — 1985
bba, Marketing
Asset Acceptance September 2010 - Present
Northwestern Mutual March 2007 - September 2010
University of Advancing Technology 2005 - 2007
Sun Capital Partners 2004 - 2005
Skills
Editing, Media Relations, Marketing Communications, Crisis Communications, Fundraising, SharePoint, HTML, Internal & External...
Education
Ottawa University 2006 — 2008
MA, Human Resources
University of Kansas 2000 — 2004
Bachelor of Arts, English/Magazine Journalism
Northwestern Mutual January 2010 - Present
Education
Palomar College 1995 — 1997
Artech Information Systems June 2014 - Present
Fannie Mae June 2014 - Present
Infomerica July 2007 - June 2014
Ryder Supply Chain Solutions May 2013 - May 2014
CVS Caremark Corporation January 2013 - April 2013
Financial Industry Regulatory Authority July 2012 - January 2013
Giant Eagle August 2011 - June 2012
Northwestern Mutual October 2010 - August 2011
Kohls April 2010 - January 2011
JP Morgan Chase January 2008 - March 2010
Skills
Oracle, SDLC, PL/SQL, SQL, Data Warehousing, Unix, Databases, Business Intelligence, Requirements Analysis, Agile Methodologies, Software Project..., Visio, Software Development, Enterprise Architecture, XML, Web Services, Business Analysis, ASP.NET, .NET
Education
Osmania University 1995 — 2000
Master Of Science, Computer Science, Mathematics
American Express August 2008 - Present
MAXIMUS July 2005 - May 2008
TSYS August 2004 - June 2005
DHL January 2004 - July 2004
Northwestern Mutual February 2001 - December 2003
Hannaford Bros. Co. June 1999 - January 2001
Education
Osmania University
Bachelor's degree, Electornics and communications
Northwestern Mutual May 2008 - Present
Oregon Army National Guard June 2007 - Present
Education
Oregon State University 2003 — 2007
Northwestern Mutual August 1989 - Present
Education
Pace University - Lubin School of Business
PNC February 2014 - Present
PNC July 2008 - January 2014
Northwestern Mutual February 2006 - June 2008
UPS 2005 - 2006
Skills
SDLC, SOA, Web Services, Enterprise Architecture, Agile Methodologies, XML, Java Enterprise Edition, Requirements Analysis, SQL, JavaScript, JBoss Application Server, Java, Unix Shell Scripting, Websphere
Education
Osmania University
Master of Computer Applications (MCA)
Napoli, Bern, Ripka & Shkolnik LLP January 2014 - Present
Office of the Primary Public Defender January 2013 - May 2013
R. One Productions September 2010 - December 2012
Thomas Jefferson School of Law May 2012 - August 2012
Office of the Alternate Public Defender January 2012 - May 2012
Northwestern Mutual November 2008 - February 2009
Skills
Mediation, Negotiation, Legal Research, Coaching, Alternative Dispute..., Westlaw, Team Leadership, Litigation, Criminal Defense, Contract Negotiation, Civil Litigation, Discovery, Strategic Financial..., Financial Analysis, Business Litigation, Motions, Legal Writing
Education
Thomas Jefferson School of Law 2010 — 2013
Juris Doctor, Law
Oregon State University 2006 — 2010
Bachelor of Science (B.S.), Finance and Economics
Nationwide Insurance April 2015 - Present
KPMG March 2012 - April 2015
CCFI March 2011 - March 2012
Desco Capital April 2010 - March 2011
USA Energy Advisors October 2009 - April 2010
Citigroup December 2006 - August 2009
Northwestern Mutual July 2006 - December 2006
Skills
Financial Modeling, Mergers, Accounting, Business Strategy, Financial Reporting, Acquisition Analysis, Business Acquisition, Acquisition Integration, Capital Markets, Private Equity, Strategy, Finance, Business Valuation, Mergers & Acquisitions, Portfolio Management, Due Diligence, Corporate Development, Business Development, Valuation, Corporate Finance, Executive Management, Financial Analysis, Investor Relations, Acquisitions, Management, CRM, Venture Capital, M&A experience, Management Consulting, Competitive Analysis, Start-ups, Strategic Financial..., Business Planning, DCF, Entrepreneurship, Divestitures, Strategic Consulting, Forecasting, Negotiation, Financial Structuring, Business Analysis, Consulting, Market Research, Cross-functional Team..., Market Analysis, Data Analysis, Process Improvement, Cash Flow, Business Transformation, LBO
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA, Entrepreneurial Finance
Otterbein University 2005 — 2007
B.A., Business Administration
Christian Heritage 1996 — 2000
Wheaton College
Wheaton College
Mattecheck & Associates, Inc. January 1985 - Present
Northwestern Mutual January 1976 - December 2004
Education
Oregon State University 1973 — 1977
BS, General Business
Southwestern Oregon Community College 1972 — 1973
MultiCare Health System February 2013 - Present
Morgan Stanley Smith Barney January 2012 - March 2012
Fortune Management Group February 2011 - June 2011
Russell Investments October 2009 - September 2010
Northwestern Mutual June 2009 - October 2009
Russell Investments July 2008 - January 2009
Nordstrom June 2007 - July 2008
Skills
Sales, Investments, Bloomberg, Procurement, Team Leadership, Necho, Radar, Event Management, Event Planning, Entrepreneurship, Investment Management, Economics, Econometrics, Economic Research, Health Economics, Labor Economics, International Economics, Investment Research, Panagon, Public Speaking
Education
Pacific Lutheran University
Bachelor of Arts, Economics
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors April 2012 - August 2014
Wells Fargo January 2010 - April 2012
Northwestern Mutual July 2008 - January 2010
Skills
Retirement Planning, Investments, Life Insurance, Disability Insurance, Long-term Care, Wealth Management, Financial Analysis
Education
Pacific Lutheran University 1998 — 2001
Bachelor's Degree, Communication and Business Administration
Northwestern Mutual January 2014 - Present
Furrow Inc 2010 - 2013
TNT Marketing 2008 - 2010
American Equity Mortgage 2006 - 2007
Dick Hannah Dealerships 2002 - 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Communication, CRM databases, Teaching, Networking, Trading
Education
Oregon State University
Graduate Student
Szent Istvan University, Godollo, HU
Master of Science (MSc), Life Sciences
Canandaigua National Trust Company October 2012 - Present
Northwestern Mutual February 2011 - October 2012
Fly Boys February 2003 - January 2011
Ram Trading LLC December 2004 - September 2009
UBS May 1998 - October 2002
Skills
Series 7, Series 66, 215 Life, Health &..., Event Management, Marketing Strategy, Strategic Planning, Public Speaking, Sales, Business Development, Investment Management, Investments, Strategic Financial..., Investment Advisory
Education
Oregon State University 1990 — 1993
BS Multimedia Communications, Communications
Robert Louis Stevenson 1985 — 1989
Northwestern Mutual May 1975 - Present
Education
Oregon State University 1970 — 1975
BA, Accounting
Northwestern Mutual January 2011 - Present
AT&T Mobility October 2008 - June 2009
Education
Palm Beach Community College 2006 — 2008
Business
Northwestern Mutual January 2012 - Present
Northwestern Mutual January 2012 - Present
Annbriar Golf Course April 2011 - November 2011
Morgan Street Brewery October 2010 - February 2011
Ironhorse Golf Club June 2005 - August 2010
Education
Southern Illinois University, Edwardsville 2010 — 2012
Parkland College
Southern Illinois University at
Bachelor of Arts and Sciences, Business Administration; Economics
Integrity Midwest Insurance, LLC July 2014 - Present
Integrity Midwest Insurance, LLC January 2013 - July 2014
Integrity Midwest Insurance, LLC March 2012 - January 2013
Walmart Logistics May 2011 - March 2012
Ottawa University August 2008 - May 2011
Northwestern Mutual May 2010 - August 2010
Ottawa University May 2010 - August 2010
Skills
Property & Casualty..., Customer Service, Life Insurance, Insurance, Public Speaking, Small Business, Team Building, Commercial Insurance, Workers Compensation, General Insurance, Underwriting, Microsoft Word, Sales, Liability, Fixed Annuities, Professional Liability, Term Life Insurance, Commercial Lines, Umbrella Insurance, Long-term Care, Disability Insurance, Claim, Health Insurance, Casualty, Reinsurance, Retirement, Retirement Planning
Education
Ottawa University 2007 — 2011
BA, Biology, Minor in Mathematics
Northwestern Mutual March 2012 - Present
Oliver Tolas Healthcare Packaging September 2011 - March 2012
STANLEY MARVEL INC March 2010 - June 2011
Verizon Wireless October 2003 - March 2009
Education
Pennsylvania State University-Penn State Abington 2000 — 2002
Criminal Justice/Police Science
Lawyers Group April 2013 - Present
Northwestern Mutual June 2012 - Present
Bloomberg LP May 2006 - September 2006
Skills
Financial Analysis, Financial Accounting, Corporate Finance, Managerial Finance, Competitive Analysis, Computer Hardware, Software, Team Leadership, Easy to Talk to
Education
Pace University-Pleasantville/Briarcliff Campus 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Saint John's University 2007 — 2008
Cancer Connection of NW Ohio/Nightingales Harvest March 2012 - Present
Ohio Home Care Program July 2007 - June 2010
Northwestern Mutual August 2000 - June 2004
Education
Owens Community College 1999 — 2000
University of Toledo 1998 — 1999
Northwestern Mutual May 2012 - Present
Education
Palm Beach State College 2011 — 2015
Northwestern Mutual January 2012 - August 2012
Education
Southern Illinois University at Edwardsville (SIUE)
Bachelor of Arts and Sciences, Business Administration; Economics
Parkland College 2007 — 2010
Goldman Sachs June 2012 - Present
Northwestern Mutual August 2004 - June 2012
Education
University of Utah 1996 — 1999
Bachelor of Science, Economics
Pacific Lutheran University 1995 — 1996
JPMorgan Chase August 2014 - Present
Northwestern Mutual January 2013 - June 2013
Skills
Retirement Planning, Financial Planning
Education
Pace University-Pleasantville/Briarcliff Campus 2008 — 2012
Bachelor's degree, Finance, Economics
Northwestern Mutual May 2013 - Present
Education
Palm Beach State College
Northwestern Mutual October 2013 - Present
Education
Oregon State University 2000 — 2003
Bachelor of Arts (B.A.), Fine/Studio Arts, General
University of Oregon 1999 — 2000
Bachelor of Arts (B.A.), Multimedia Design
Northwestern Mutual June 2015 - Present
Northwestern Mutual March 2015 - June 2015
AIA July 2014 - September 2014
Skills
Microsoft Word, Microsoft Excel, Cantonese, Income Tax, Mandarin, Economics, R, C++, Actuarial Science, Actuarial Exams, Chartered Financial..., Stata, NetX, Morningstar, Envestnet
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Science (B.S.), Financial and Actuarial Mathematics
Pasadena City College 2011 — 2013
Associate of Science (A.S.), Mathematics
Northwestern Mutual June 2015 - August 2015
Great Lakes Data Systems (GLDS) January 2014 - May 2014
High Tech High Graduate School of Education August 2013 - December 2013
Weseloh Nissan March 2013 - April 2013
Skills
Leadership, Microsoft Excel, Public Speaking, Data Analysis, Thinking Outside The Box, Highly motivated..., Teamwork, Cooperation, Coordination, Adaptability, Challenge Driven, Success Driven, Keen Listener, Committed to..., Microsoft Word, Carriage of Goods by Sea, Networking, Team Motivation, Finance, Event Planning
Education
University of California, Irvine - The Paul Merage School of Business 2014 — 2018
Bachelor's degree, Business Administration and Management, General
Palomar College 2014 — 2014
High Tech High North County 2010 — 2014
Mark Claeys Insurance December 2013 - Present
Pumpkin Ridge Golf Club 2003 - 2014
Pumpkin Ridge Golf Club 2003 - 2014
Hillsboro School District September 2009 - June 2013
Sherwood Middle School August 2006 - June 2009
Mary Woodward Elementary August 2004 - June 2005
Northwestern Mutual July 1996 - July 2000
Skills
Disability Insurance, Insurance, Golf, Sales, Customer Service
Education
George Fox University 2003 — 2004
Masters of Arts Teaching, Elementary Education and Teaching
Oregon State University 1992 — 1996
Business Administration, Finance, International Business, Macroeconomics
Northwestern Mutual January 2015 - July 2015
Northwestern Mutual January 2015 - June 2015
Skills
Leadership, Event Planning
Education
Palm Beach Atlantic University 2013 — 2017
Bachelor's degree, Finance and Psycology
Palm Beach Atlantic University 2013 — 2014
Bachelor's Degree, Finance, Sophmore