Northwestern Mutual
Industry: Financial services company
DescriptionThe Northwestern Mutual is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education ... Headquarters: Milwaukee, Wisconsin, United States Number of employees: 7,500 (2017) Founded: 1857 Subsidiaries: LearnVest, Executives: John E. Schlifske (CEO, President, Chairperson),
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22,620 Northwestern Mutual employees in database. Find out everything there's to know about Northwestern Mutual employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northwestern Mutual Employees
Allstate April 2015 - Present
Northwestern Mutual 2014 - 2014
Altria 2013 - 2014
Regency Therapeutics 2011 - 2012
Janssen, Pharmaceutical Companies of Johnson and Johnson January 2005 - December 2010
Forest Pharmaceuticals 2002 - 2005
Skills
Long-term Care, Sales, Sales Effectiveness, Selling, Financial Risk, Strategic Financial..., Financial Services, Retirement Savings, Saving for Education, Life Insurance, Disability Insurance, Group Insurance, Medical/Surgical, Attorneys, Cold Calling, Healthcare, Management, Sales Management, Sales Operations, Team Building, Financial Planning, Leadership, Property & Casualty...
Education
Presbyterian College 1986 — 1990
BS, History
Northwestern Mutual December 1982 - Present
Northwestern Mutual May 1970 - Present
Education
West Virginia University 1962 — 1965
Bachelor's degree, French and Spanish
Potomac State College of West Virginia University 1960 — 1962
Associate's degree, Liberal Arts
Northwestern Mutual SecurityGrub's Bar & Grill Fayetteville, ARMarch 2013 - October 2013
Watts, Donovan & Tilley, P.A. February 2012 - May 2012
Skills
Goal Oriented, Leadership, Team-oriented, Teamwork, Works well individually, Customer Service, Research, Public Speaking, Social Media, Writing, Brochures, Newsletters, Acting, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Internet, YouTube, VoIP, English, Typing, Computer Hardware, Computer Repair, Team Building, Organizational...
Education
Princeton University 2010 — 2014
Pulaski Academy 2006 — 2010
High School, 3.85
Sutter Health February 2015 - Present
Zitter Health Insights June 2014 - Present
Social Venture Network June 2014 - December 2014
SVT Group June 2013 - September 2013
Northwestern Mutual May 2011 - January 2013
Skills
Data Analysis, Microsoft Excel, Sales, Ethics, Insurance, Public Speaking, Strategic Financial..., Financial Analysis, Financial Planning, Microsoft Office, Philosophy, Communication, Quantitative Analysis, Analytic Problem Solving, Python 2.7, SalesForce, Basic HTML, Refinery, Tropo, Raconteuring
Education
Purdue University 2009 — 2013
Bachelor of Science, Economics
Purdue University 2009 — 2013
Bachelor of Arts, Philosophy
Purdue University 2011 - Present
FitzMark, Inc. May 2015 - August 2015
Northwestern Mutual April 2014 - September 2014
Purdue University December 2012 - December 2013
Self Employed March 2009 - November 2013
The Odyssey // Olympia Media Group August 2012 - May 2013
Delta Upsilon International Fraternity August 2011 - August 2012
Skills
Bi-Lingual, DJ, Financial Advisory, Social Networking, Entrepreneurship, Marketing, Facebook, Social Skills, Time Management, Networking, International Relations, Teamwork, Leadership, Critical Thinking
Education
Purdue University 2011 — 2015
Bachelor of Science (B.S.), Biochemistry and Marketing
Yonsei University 2013 — 2013
Bachelor of Science (B.S.), Biochemistry
Liberty Electric, LLC September 2014 - Present
Planar Systems November 2013 - July 2014
Northwestern Mutual November 2012 - July 2013
Dot-11 Networks Inc. July 2005 - June 2010
Dot-11 Networks July 2004 - June 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Research, Photoshop, Windows, Public Speaking, English, Teaching, Budgets, Time Management, Teamwork, Data Entry, Data Analysis, Social Networking, Accounting, Financial Analysis
Education
Portland State University 2009 — 2013
Bachelor's of Science, Accounting
Portland State University 2009 — 2013
Bachelor of Arts (BA), Finance, General
Yavapai College 2001 — 2004
Associate's of Applied Science, Automotive Management
Northwestern Mutual March 2013 - Present
Education
University of Washington
Bachelor of Science (BS), Discrete Math & Algorithms
Punahou School 1992 — 2005
FireEye, Inc. June 2015 - Present
SCU Mailing Services October 2014 - Present
Northwestern Mutual June 2014 - September 2014
Yajima Service Station June 2013 - September 2013
Skills
Japanese, Chinese, Finance, Analytics, Financial Modeling, Salesforce.com, Microsoft Excel, Social Networking, Research, Time Management, PowerPoint, Coding Languages, Customer Service
Education
Santa Clara University 2012 — 2016
Finance, Senior
Punahou School 2002 — 2012
High School
MassMutual Financial Group April 2014 - Present
MassMutual Oregon October 2010 - April 2014
Northwestern Mutual 1994 - 2010
Northwestern Mutual 1993 - 1995
Northwestern Mutual Life 1992 - 1993
Skills
Job Fairs, Applicant Tracking..., Retirement Planning, Asset Allocation, Mortgage Marketing, Workers Compensation, Training and Devlopment
Education
Portland State University 1989 — 1993
Bachelors, Speech Communication
Beaverton Highschool
Northwestern Mutual August 2014 - Present
Jimmy John's July 2012 - August 2014
IPS Packaging May 2009 - May 2010
Skills
Customer Service, Public Speaking, Event Planning, Leadership, PowerPoint, Marketing, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Presbyterian College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Hillcrest High School 2001 — 2005
Simpsonville, SC
Morgan Stanley Private Wealth Management August 2015 - Present
Morgan Stanley Wealth Management January 2014 - August 2015
Bagels and Beyond June 2006 - June 2013
Signet Investment Advisory Group January 2013 - May 2013
Northwestern Mutual June 2012 - July 2012
Pondfield Trip Service September 2008 - September 2011
Skills
Accounting, CRM
Education
Providence College 2009 — 2013
Marketing, Finance, Senior
Fordham Preparatory School: Class of 2009
New Hanover Regional Medical Center Bicentennial Campaign Office AssistantPrinceton Theological SeminarySeptember 2012 - June 2015
Raleigh Court Presbyterian Church August 2011 - August 2012
Northwestern Mutual July 2011 - August 2012
Emory & Henry College April 2010 - April 2011
Skills
PowerPoint, Public Speaking, Fundraising, Microsoft Office, Research, Event Planning, Social Media, Microsoft Word, Microsoft Excel, Leadership, Facebook, Strategic Planning, Team Leadership, Community Outreach
Education
Princeton Theological Seminary 2012 — 2015
Master of Divinity (M.Div.), Theological and Ministerial Studies
Emory & Henry College 2007 — 2011
Bachelor of Arts (B.A.), History, Religion
PNC May 2015 - Present
The Healy Group August 2013 - April 2015
Northwestern Mutual October 2011 - July 2013
Northwestern Mutual July 2011 - October 2011
Macri's Deli May 2001 - August 2004
Education
Purdue University
Bachelor of Arts (B.A.)
Buchanan Capital Management, LLC May 2014 - Present
J.P. Morgan March 2013 - May 2014
Edward Jones October 2010 - March 2013
Principia September 2006 - September 2010
Northwestern Mutual March 2010 - March 2010
Skills
Investments, Leadership, Uniform Combined State..., Asset Allocation, Financial Analysis, Customer Service, Microsoft Excel, Series 7, Mutual Funds, Management, Public Speaking, Banking, Portfolio Management, Investment Advisory, Finance, Strategic Financial..., Wealth Management, Financial Modeling, Alternative Investments, Asset Management
Education
Principia College 2006 — 2010
Bachelors, Business Administration
Casady
Clarity Consulting June 2010 - Present
Purdue University September 2008 - May 2010
The Nielsen Company April 2009 - August 2009
Northwestern Mutual May 2008 - August 2008
Northwestern Mutual May 2007 - August 2007
EthoStream June 2006 - September 2006
EthoStream June 2005 - September 2005
Skills
JavaScript, VBA, jQuery, Silverlight, MVC, Lync, SQL, HTML, CSS, C#, UCMA, MSPL, LINQ, ASP.NET, Microsoft SQL Server, MVVM, SSRS, Windows, Software Development
Education
Purdue University 2006 — 2010
Computer and Information Technology, Minor in Management
WFBHS 2002 — 2006
Blue Max Materials May 2014 - Present
Johnstone Supply May 2012 - April 2014
Northwestern Mutual January 2012 - May 2012
Bodyshop Athletics May 2011 - January 2012
Presbyterian College August 2010 - April 2011
Presbyterian College January 2011 - March 2011
South Aiken High School May 2010 - August 2010
Skills
Research, Writing, Excel, Word, Critical Thinking, Communication, Interpretation, Data Interpretation, Speed Reading, Event Planning, Leadership, Sales, Facebook, PowerPoint, Customer Service, Marketing, Microsoft Office, Cold Calling, Microsoft Excel, Microsoft Word, Account Management, Budgets, Customer Satisfaction, Data Analysis, Entrepreneurship, Event Management, Inventory Management, Management, Negotiation, Outlook, Purchasing, Recruiting, Sales Management, Sales Operations, Sales Process, Social Media, Social Media Marketing, Team Building, Time Management, Public Speaking
Education
Presbyterian College 2008 — 2011
BA, History, Athletic Coaching
Presbyterian College 2008 — 2011
Bachelor of Arts (B.A.), History
AT&T November 2014 - Present
AT&T June 2014 - October 2014
Tailored Innovations Inc. May 2013 - July 2013
Northwestern Mutual June 2012 - August 2012
The Training Associates Inc. May 2011 - August 2011
Skills
Microsoft Excel, Management, Sales, Microsoft Office, Insurance, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Leadership, Strategic Planning, Team Building, Project Management, Data Analysis, Team Leadership, Research, Marketing, Public Speaking, Time Management, Outlook
Education
Purdue University 2010 — 2014
Business, Marketing/Marketing Management, General, Senior
Purdue University
BNY Mellon Wealth Management April 2015 - Present
The Lawrenceville School November 2014 - March 2015
Northwestern Mutual February 2013 - January 2015
Skills
Team Leadership, Retirement Planning, Fixed Annuities, Disability Insurance, Strategic Financial..., Retirement, Investments, Life Insurance, Wrestling, Financial Planning, Financial Modeling, Fixed Income, Asset Management, Finance, Alternative Investments, Portfolio Management, Equities, Financial Analysis
Education
Princeton University 2009 — 2014
Bachelor of Arts (BA), Economics
Blair Academy 2005 — 2009
FCA Fiat Chrysler Automobiles April 2015 - Present
Shepler Construction & Electrical September 2014 - April 2015
Northwestern Mutual January 2014 - March 2014
Where Else? Bar July 2011 - January 2014
Purdue University August 2007 - December 2013
Rock Industries, Inc May 2008 - August 2008
Skills
Continuous Improvement, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Sales, Social Media
Education
Purdue University 2007 — 2013
Bachelor of Science (B.S.), Organizational Leadership & Supervision
Purdue University
Organizational Leadership and Supervision
Northwestern Mutual July 2005 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales
Education
Purdue University
Bachelor's degree, Interior Design and Business
Morrow and Co., LLC September 2012 - Present
Northwestern Mutual May 2011 - June 2012
Skills
Corporate Governance, Shareholder Activism, Investor Relations, Bloomberg Terminal, Proxy Contests, Capital IQ, Morningstar, Microsoft Excel, Proxy, Corporate Actions, Financial Modeling, Life & Health Insurance..., Microsoft Office, Bloomberg, Finance, Equities, Excel, Microsoft Word, PowerPoint
Education
Quinnipiac University - School of Business 2010 — 2012
Finance
Providence College 2008 — 2009
Finance
Valley Extrusions LLC September 2014 - Present
Presbyterian College August 2012 - May 2014
Northwestern Mutual May 2013 - July 2013
Valley Extrusions May 2012 - July 2012
Food Lion 2010 - 2012
Skills
Leadership, Access, Customer Service, Risk Management, Microsoft Excel, Project Management, Microsoft Office, Management, Team Leadership, Teamwork, Time Management, Microsoft Word, Social Networking
Education
Presbyterian College 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Associations Plus May 2015 - Present
Northwestern Mutual January 2015 - May 2015
YMCA August 2012 - May 2014
Mary Kay Inc. June 2012 - June 2013
Caribbean Tan May 2012 - August 2012
Skills
Time Management, Financial Accounting, Public Relations, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Microsoft Word, PowerPoint, Alumni Relations, Sales Operations, Networking, Typing, Childcare, Management, Cashiering, Social Media, Team Leadership, Event Planning, Research, Article Submission, Report Writing, General Insurance, Life & Health Insurance...
Education
Presbyterian College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Business/Management
Edge Hill University 2014 — 2014
Business Administration and Mathematics
ADP June 2011 - Present
Accountemps November 2010 - April 2011
Paychex April 2007 - September 2010
Northwestern Mutual May 2006 - May 2007
Skills
Selling, HRIS, Human Capital, Human Resources, Payroll, Salesforce.com, Recruiting, Cold Calling, Account Management, Sales, Strategic Planning, Sales Presentations, Team Building, Sales Process
Education
Providence College 2002 — 2006
B.A, History; Accounting
Xavier High School
Crowe Horwath LLP September 2009 - Present
Northwestern Mutual May 2008 - August 2008
Skills
Accounting, Tax, Tax Preparation, Tax Returns, S Corporations, GoSystems, Property Tax, Fixed Assets, Microsoft Excel, FAS, Microsoft Office, PowerPoint, Microsoft Word, Partnership Taxation, Corporate Tax
Education
Purdue University 2005 — 2009
Bachelor of Science (B.S.), Accounting and Business/Management
Hill Investment Group February 2009 - Present
The LongView Partners May 2010 - January 2015
Guggenheim Partners September 2007 - January 2009
Merrill Lynch April 2002 - September 2007
The Legacy Specialists January 2002 - April 2002
Brownlie, Braden, et. al. April 1997 - December 2001
Northwestern Mutual 1999 - 2001
Anheuser-Busch 1985 - 1997
Skills
Investments, Asset Management, Wealth Management, Business Development, Strategic Planning, Retirement Planning, Strategic Financial..., Alternative Investments, Finance, Asset Allocation, Investment Management, Investment Advisory, Sales, Private Equity, Mutual Funds
Education
Princeton University 1981 — 1985
AB, Economics
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Finance & Marketing
MICDS 1973 — 1981
St. Louis Country Day School 1973 — 1981
Cetera Financial Specialists July 2013 - Present
Don Settanni, CPA November 2011 - Present
Bureau of Labor Statistics October 2009 - October 2011
Wells Fargo Financial February 2009 - July 2009
Northwestern Mutual 2008 - 2008
Skills
Finance, Investments, Marketing, Financial Analysis, Sales, Customer Service, Strategic Planning, Financial Modeling, Budgets, Negotiation, Analysis, Sales Management, Sales Process, Microsoft Excel, Microsoft Office, Retail, Recruiting, Mergers & Acquisitions, Pricing, Networking, Research, Forecasting, PowerPoint, Market Research, Data Analysis, Microsoft Word
Education
State University of New York College at Purchase 2007 — 2009
Bachelor, Economics
University of Miami 2004 — 2007
Iona Prep 2000 — 2004
Iona Prep
Northwestern Mutual May 2014 - Present
Patrick Properties Hospitality Group August 2013 - May 2014
Patrick Properties Hospitality Group November 2011 - August 2013
Midlands Authority for Conventions, Sports & Tourism May 2011 - November 2011
YMCA August 2010 - March 2011
Presbyterian College August 2009 - May 2010
Skills
Recruiting, Talent Aquisition, College Recruiting, Talent Pipelining, Building Relationships, Professional..., Networking, Sourcing, Sales, Hiring Employees, Leadership, Customer Service, Marketing, Budgets, Corporate Events, Event Management, Event Planning, Project Planning, Social Media
Education
Presbyterian College 2007 — 2011
Bachelor of Science, Business Administration
University of Technology, Sydney, Australia 2010 — 2010
Marketing
James Cook University, Cairns, Australia 2010 — 2010
Marketing
Fidelity Investments July 2013 - August 2014
Northwestern Mutual May 2012 - October 2012
Town of Norwood June 2007 - August 2011
Town of Norwood MA September 2006 - August 2011
Education
Providence College 2009 — 2013
Marketing/Finance
Providence College 2009 — 2013
Bachelor of Science, Concentration Finance/Marketing
Integrity Roofing LLC 1999 - Present
Self Employed Inventor March 2005 - Present
Newport Roofing & Construction Co. Inc. 1996 - 1999
Tremco 1994 - 1996
ADP 1992 - 1994
Northwestern Mutual 1990 - 1992
Newport Roofing & Construction Co. Inc 1984 - 1990
Skills
Flat Roofing, commercial roofing, Roofs, Sales, Leaks, Product Specialists, Bidding Process, Consulting, Problem Solving, Building Inspections, Drafting Agreements, Problem Analysis, Leak Testing, Risk Assessment, Residential Roofing, Roofers, Restoration, Management, Bid Writing, Niche Marketing, Service Level Agreements, Project Bidding, Bid Pricing, Customer Satisfaction, Project Management, Purchasing, roof consultation, Construction, SPIN Selling
Education
Providence College 1980 — 1984
Bachelor of Science, Biology/Pre-Med
Belmont High School 1976 — 1980
Providence Country Day School August 2014 - Present
Providence College June 2014 - Present
Junta de Andalucía September 2013 - Present
Northwestern Mutual November 2012 - Present
J.M. Diving Co. May 2010 - Present
Norton's Shipyard and Marina May 2007 - September 2012
Skills
Trilingual in Spanish..., Customer Service, Microsoft Word, PowerPoint, Research, Social Media, Sales, Leadership, Public Speaking, Sailing, Management, Outlook, Marketing, Teamwork, Spanish, Microsoft Office
Education
Providence College
Master of Arts (M.A.), History
University of New Hampshire 2008 — 2012
Bachelor of Arts (BA), Spanish and Political Science, GPA 3.16
Universidad de Granada 2011 — 2011
Estudios Hispanos, Literatura
Wheeler School 2004 — 2008
High School/Secondary Diplomas and Certificates
Northwestern Mutual May 2011 - Present
Skills
Sales, Social Media
Education
Providence College 2008 — 2012
Marketing, Finance
Universitat Pompeu Fabra 2011 — 2011
Business
John Hancock - Signator Services Inc. July 2013 - Present
Northwestern Mutual January 2010 - July 2013
John Hancock Life Insurance Company (U.S.A.) January 2000 - December 2009
Professional Delivery Services July 1990 - December 1999
Skills
Health Insurance, Fixed Annuities, Life Insurance, Retirement Planning, Series 7, Long-term Care, Mutual Funds, Financial Services, Wealth Management, Series 63, Insurance, Series 6, Account Management, Series 24, Sales, Variable Annuities, FINRA, Long Term Care Insurance, Financial Advisory, CRM, Retirement
Education
Providence College 1986 — 1990
Business, Marketing & Business Management
LaSalle Academy 1982 — 1986
U.S. Department of State August 2007 - Present
Wachovia Securities, LLC August 2006 - August 2007
Northwestern Mutual November 2004 - August 2006
Skills
Strategic Planning, Lean Six Sigma, Client Training, Financial Operations, GAP Analysis, Performance Testing, Enterprise Leadership, P&L Accountability, Risk Management, Client Relationship..., Project Lifecycle, Process Mapping, Post-go live support, PL/SQL, Sales Operations, Consultative Sales..., SAP ERP, SAP Successfactors, Management, Team Building, Public Speaking, Leadership, Analysis, Process Improvement
Education
Prairie View A&M University 2007 — 2010
M.B.A, Finance
Prairie View A&M University 1996 — 2001
BBA, Marketing, Economics
FOREIGN SERVICE INSTITUTE (Washington, D.C)
Six Sigma lean
ZenithOptimedia March 2013 - Present
ZenithOptimedia Group I The ROI Agency March 2013 - Present
ZenithOptimedia March 2013 - June 2013
Hinsdale Golf Club June 2006 - September 2012
Northwestern Mutual May 2010 - January 2011
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Finance, Quantitative Analytics, Retirement Planning, Wealth Accumulation, Sales, Investments, Microsoft Excel, Fixed Annuities, Sales Process, Disability Insurance, PowerPoint, Wealth Management, Economics, Insurance, Asset Management, Customer Service, Training, Leadership, Financial Planning, Social Media
Education
Purdue University 2006 — 2010
Bachelor of Science, Financial Planning
Benet Academy College Preparatory
Northwestern Mutual March 1983 - Present
Education
University of Iowa 1978 — 1982
PhD, English
Princeton University 1967 — 1971
AB, Philosophy
Citizens Financial Group October 2013 - Present
Citizens Financial Group November 2011 - October 2013
Citizens Financial Group February 2010 - November 2011
Citizens Financial Group October 2008 - February 2010
Northwestern Mutual May 2007 - December 2007
Skills
Financial Analysis, Financial Reporting, Forecasting, Customer Service, Strategic Planning, Financial Modeling, Team Building, Microsoft Excel, Finance, Budgets, Analysis, Banking, Leadership
Education
Providence College 2011 — 2013
Master of Business Administration
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor, Finance
LaSalle Academy 2000 — 2004
Hitachi Data Systems 2015 - Present
PwC 2013 - 2015
PwC June 2012 - August 2012
Reach Management Co. Ltd. April 2011 - May 2011
Morimoto July 2010 - December 2010
Northwestern Mutual March 2010 - December 2010
Skills
Restaurants
Education
Punahou School
Villanova University
BS, Double Major: Finance & Accounting
SunTrust April 2015 - Present
JP Morgan Chase Bank, N.A. April 2014 - April 2015
Wells Fargo May 2013 - April 2014
Wells Fargo June 2012 - April 2013
oXYGen Financial Isurance September 2011 - May 2012
Northwestern Mutual January 2011 - September 2011
Friends of Pat Dooley 2010 - 2010
Skills
Customer Service, Leadership, Sales, Microsoft Office, Management, Marketing, Social Media, Team Building, Strategic Planning, PowerPoint
Education
Presbyterian College 2004 — 2008
B.A., Political Science
Contact at Once!, a LivePerson company January 2015 - Present
Contact At Once!, a LivePerson company June 2014 - January 2015
DK Realty LLC July 2012 - August 2013
WRS Benefits March 2010 - July 2011
Northwestern Mutual April 2009 - April 2010
Reliance Trust Company August 2005 - November 2007
Reliance Trust Company September 2003 - August 2005
Gainesville Bank & Trust January 1998 - August 2003
Reliance Trust Company April 1993 - January 1998
Skills
Investments, Portfolio Management, Banking, Project Management, Strategy, Mutual Funds, Securities, Finance, Financial Services, Training, Management, Equities, Leadership, Insurance, Analysis, Forecasting, Budgets, Team Building, Accounting, Project Finance, Business Analysis, CRM
Education
Cannon Financial Institute 1996 — 2000
Cannon Personal Trust School and Graduate School
Presbyterian College 1984 — 1988
BS, Business Administration
Northwestern Mutual May 2011 - Present
Capital One Bank February 2007 - May 2011
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
Bachelor of Science (B.S.), Finance
Prince George's Community College 2007 — 2009
Associate's of Science, Business Administration
Apple September 2015 - Present
Oh To Be A Dog August 2013 - Present
Clairbourn School September 2013 - June 2015
Northwestern Mutual October 2012 - February 2013
Nordstrom March 2012 - September 2012
Starbucks August 2011 - March 2012
Marshall Brooks Library February 2008 - February 2011
UPS November 2010 - December 2010
Wilkinson Law Offices June 2009 - August 2009
First Church of Christ, Scientist June 2008 - September 2008
Skills
Editing, Microsoft Office, Research, Social Media, Public Speaking, PowerPoint, Outlook, Photoshop, Event Planning, Microsoft Word, Microsoft Excel, Photography, Proofreading, Creative Writing, Teaching, Teamwork, Social Media Marketing, Event Management, Graphic Design, Recruiting, Facebook, Illustrator, Volunteer Management, Advertising, Customer Service, Public Relations, Newsletters, InDesign, Training, Community Outreach, Marketing Communications, WordPress, Time Management, Blogging, Leadership, Nonprofits, Critical Thinking, Spanish, Fundraising, Mac, Press Releases, Marketing
Education
Principia College 2007 — 2011
Bachelor of Arts, English Literature
Principia College 2007 — 2011
Bachelor of Arts, English Literature
Northwestern Mutual September 2011 - Present
KRA International LLC February 2009 - September 2011
Madison Manufacturing, Inc. July 2001 - September 2008
DeSchepper Farm Supply January 1990 - June 2001
Education
Purdue University 1984 — 1988
BSEE, Electrical Engineering
Penn High School
Northwestern Mutual November 2013 - Present
Wells Fargo Advisors 2001 - 2003
Skills
Customer Service, Sales, Escrow, Refinance, Retirement Planning
Education
Portland State University
Bachelor of Science (B.S.), Psychology
Tualatin High School 1992 — 1996
UBS Wealth Management April 2014 - Present
J.P. Morgan Private Bank November 2010 - April 2014
Northwestern Mutual May 2009 - August 2009
Skills
Equities, Investments, Bloomberg, Investment Banking, Microsoft Office, Financial Modeling, Finance, Fixed Income, Microsoft Excel, Hedge Funds, Valuation
Education
Providence College
Mathematics, Finance
Aflac September 2013 - August 2014
Northwestern Mutual August 2010 - August 2011
Northwestern Mutual April 2007 - August 2010
Sports and Lifestyle Unlimited Models + Talent August 2005 - April 2007
Northwestern Mutual December 2003 - August 2005
Skills
Interviews, Sourcing, Networking, Desktop Publishing, Editorial, Public Speaking, Event Planning, Social Media, College Recruiting, Fundraising, Recruiting, Customer Service, Employee Benefits, Leadership, Leadership Development, Public Relations, Social Networking, Marketing, Event Management, Coaching
Education
Portland State University
Bachelor of Arts
Family Council January 2014 - Present
JLM Servicing July 2010 - Present
Gentiva Home Health Services December 2012 - August 2013
North Metro Medical Center October 2011 - November 2012
2011-2012North Metro Medical Center October 2011 - November 2012
2011-2009North Metro Medical Center February 2009 - October 2011
Northwestern Mutual March 2007 - November 2008
2008-2007Northwestern Mutual Financial Network March 2007 - November 2008
Arrest Bank March 2006 - March 2007
Skills
Marketing, Sales, Trim Carpentry, Tree Service, Negotiations, Solutions Marketing, Carpentry, Negotiation, Entrepreneurship, Public Speaking, Long-term Care, Marketing Strategy, Sales Operations, Healthcare, Insurance, Hospitals, Small Business, Leadership, Team Building, Financial Analysis, Strategic Planning, Customer Service, Public Relations, Account Management, Budgets, Sales Management, New Business Development, Event Planning, Management, Training
Education
University of Central Arkansas 2006 — 2008
Bachelors in Business Administration, Finance
University of Central Arkansas 2006 — 2008
Bachelors, Business Administration; Finance
Pulaski Technical College 2003 — 2005
N/A, Basic Curriculum
North Pulaski High School 2000 — 2002
Diploma
Guild Mortgage November 2014 - Present
Northwest Mortgage Group November 2010 - November 2014
ResCom Capital LLC November 2007 - November 2010
Lownhome Financial 2006 - 2007
First Franklin Financial 1995 - 2006
Northwestern Mutual 1988 - 1992
Northwestern Mutual 1988 - 1992
Skills
Business Development, FHA, Loans, Leadership, Mortgage Lending, Loan Origination, USDA, Mortgage Banking, Sales, Refinance, Customer Service, VA loans, Credit, Real Estate, Residential Mortgages, Purchasing, Reverse Mortgages, First Time Home Buyers, Real Estate Financing, Selling, Strategic Planning, Investment Properties
Education
Portland State University 1986 — 1990
Columbia Threadneedle Investments, US August 2015 - Present
Columbia Threadneedle Investments August 2014 - August 2015
Columbia Management Investment Advisers, LLC May 2013 - July 2014
Columbia Management Investment Advisers, LLC November 2012 - May 2013
Loomis, Sayles & Company June 2012 - October 2012
Wellington Management January 2010 - December 2011
Wellington Management October 2005 - December 2009
Wellington Management June 2005 - September 2005
Northwestern Mutual September 2004 - May 2005
Skills
Marketing Communications, Corporate Events, Institutional Marketing, Strategic & Tactical..., Investment Marketing
Education
Providence College 2001 — 2005
English, Business Studies
Northwestern Mutual May 1970 - Present
Education
Purdue University
Bachelors, Education
Deloitte August 2012 - Present
Deloitte August 2010 - July 2012
UBS Wealth Management February 2010 - May 2010
Northwestern Mutual June 2009 - August 2009
Skills
Financial Modeling, Securitization, Finance, Due Diligence, Loans, Analysis, Mortgage Lending, Cash Flow, Analytics, Bloomberg, Corporate Finance, Fixed Income, Bonds, Equities, Portfolio Management, Investments, Asset Management
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Oratory Preparatory School 2002 — 2006
Ohio National Financial Services September 2010 - Present
Pioneer Investments September 2007 - December 2009
GUARDIAN INVESTOR SERVICES December 2005 - September 2007
GUARDIAN INVESTOR SERVICES February 2004 - December 2005
Northwestern Mutual January 2003 - February 2004
RBC DAIN RAUSCHER September 2001 - January 2003
UBS PAINEWEBBER January 1999 - January 2002
Skills
Mutual Funds, Investments, Fixed Annuities, Sales, Relationship Management, Retirement, Financial Services, Leadership, Insurance, CRM, Asset Allocation, Financial Advisory, 401k, Variable Annuities, Series 63
Education
Providence College 1995 — 1999
B.S, Business Administration
Toll Gate High School 1990 — 1994
VIP International June 2013 - Present
Northwestern Mutual February 2013 - February 2014
Champs Sports November 2011 - February 2013
Safeway June 2009 - January 2012
Skills
Relationship..., Enthusiastic..., Coachable, TeamPlay, Finance
Education
University of Oregon 2007 — 2011
Bachelor of Science (B.S.), Economics, Journalism-PR
Portland State University
Ringside Fish House April 2015 - Present
Northwestern Mutual May 2013 - September 2013
Portland State University January 2013 - June 2013
Portland State University September 2011 - June 2012
Skills
Coaching, Event Planning, Microsoft Office, Integrated Marketing, Public Speaking, Research, Microsoft Excel, PowerPoint
Education
Portland State University 2010 — 2014
Health Studies, Comunity Health, Senior
Autotask Corporation June 2014 - Present
Kwalu May 2014 - May 2014
Presbyterian College February 2014 - May 2014
Northwestern Mutual June 2013 - July 2013
Presbyterian College Men's Soccer 2012 - 2013
Skills
Leadership, Microsoft Word, Marketing, Time Management, Management, Team Leadership, Sales, Social Media, Customer Service, New Business Development, Account Management, Cloud Computing, IT Solutions, Managed Services, Solution Selling, CRM
Education
Presbyterian College 2009 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Nielsen Company July 2015 - Present
Elanco April 2014 - August 2014
Northwestern Mutual May 2013 - September 2013
CYO Camp Rancho Framasa May 2012 - August 2012
Skills
Time Management, Teamwork, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Access, Facebook, Social Networking, Social Media, Data Analysis, Marketing, Research, Analysis, Critical Thinking, Team Leadership, English, Event Planning, Sales, Market Research, Management, Entrepreneurship, Analytics, Marketing Strategy, Unix
Education
Purdue University 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Purdue University 2011 — 2015
Bachelor of Science (B.S.), Marketing
Wells Fargo Advisors January 2013 - Present
Northwestern Mutual 2011 - 2013
BIOTRONIK 2009 - 2011
Organization Budget Council 2008 - 2009
Education
Portland State University 2004 — 2009
B.A. Economics, Economics/Architecture
Woodbury University
Architecture
The University of Texas at El Paso
Junior Scholars Program
Ernst & Young July 2012 - Present
Northwestern Mutual June 2011 - October 2011
Bank of Hawaii June 2010 - August 2010
Skills
Financial Analysis, PowerPoint, Microsoft Office, Internal Audit, Microsoft Excel, Microsoft Word, Social Media, Leadership, Public Speaking, Research, Financial Planning, Data Analysis, Customer Service, Finance, Accounting, Financial Accounting, Financial Reporting, Strategic Financial...
Education
Santa Clara University - Leavey School of Business 2008 — 2012
BSC Finance
Punahou School 2002 — 2008
OneAmerica June 2015 - Present
Northwestern Mutual June 2014 - Present
ABC Stores June 2013 - September 2013
ABC Stores June 2012 - September 2012
ABC Stores June 2011 - September 2011
Skills
Creative Merchandising, Retail Sales, Japanese to English..., Statistical Data..., Invoice Processing, Inventory Analysis, Vendor Relationships, Microsoft Excel, Microsoft Word, Customer Service, Sales, Microsoft Office, Video Production, Business Intelligence, Cashiering, Critical Thinking, Integration, Japanese culture, Physical Inventory, Loss Prevention
Education
Santa Clara University 2012 — 2016
Finance, General, Junior (3rd Year)
Punahou School 2005 — 2012
High School
Chubb February 2011 - Present
Northwestern Mutual January 2010 - May 2010
Skills
Insurance
Education
Providence College 2006 — 2010
Bachelor's degree, Finance
Otis Elevator Company July 2012 - Present
Purdue University August 2010 - May 2012
Northwestern Mutual May 2011 - September 2011
Jasper County May 2009 - August 2010
ADVACO May 2007 - August 2008
Skills
Customer Service, Microsoft Office, PowerPoint, Sales, Microsoft Word, Microsoft Excel, Account Management, Strategic Planning, Business Strategy, Cold Calling, Sales Process, Marketing Strategy, Marketing, Team Leadership, Direct Sales, Sales Management, New Business Development, Management, Team Building, Social Media, Time Management, Leadership, Public Speaking, Customer Satisfaction, Sales Operations, B2B, Operations Management, Business Development, Negotiation, Contract Negotiation, Sales Presentations, Teamwork, Social Networking, Process Improvement, Cross-functional Team...
Education
Purdue University 2008 — 2012
Bachelor of Science (BS), Selling and Sales Management, Minor - Organizational Leadership & Supervision, GPA - 3.62/4.0
Chase April 2015 - Present
Northwestern Mutual January 2014 - January 2015
Best Buy June 2013 - May 2014
Prairie View A&M Finance Association January 2013 - January 2014
Hooks Enterprise June 2008 - August 2012
Skills
Customer Service, Teamwork, Investments, Stock Management, Work Ethic, Physical Training, Finance, Business Planning, Personal Financial..., Sales, Customer Satisfaction, Budgets, Financial Analysis, Human Resources, Leadership, Team Leadership, Time Management
Education
Prairie View A&M University 2010 — 2014
Bachelor's Degree, Finance, General
Northwestern Mutual May 2015 - Present
Skills
Leadership
Education
Presbyterian College 2013 — 2017
Business Administration and Management, General
Greenville Chamber July 2015 - Present
UCW Logistics August 2014 - June 2015
Northwestern Mutual July 2013 - May 2014
Presbyterian College January 2013 - May 2013
Skills
Event Planning, PowerPoint, Time Management, Social Networking, Microsoft Excel, Community Outreach, Public Speaking, Report Writing, Public Relations, Microsoft Office, Teamwork, Microsoft Word, Networking, Building Relationships, Sales, Sales Management, Customer Service, Relationship Management, Sales Support, New Client Prospecting, LinkedIn, Sales Presentations
Education
Presbyterian College 2009 — 2013
Bachelor of Science (BS), Psychology and Business Administration
Elbert County Comprehensive High School 2005 — 2009
Andover Public Schools May 2014 - Present
Providence College August 2012 - Present
Northern Bank & Trust June 2015 - August 2015
RuffaloCODY September 2014 - December 2014
Northwestern Mutual May 2014 - June 2014
Indian Ridge Country Club April 2010 - August 2013
Skills
Customer Service, Telephone Skills, Process Scheduler, Access, PowerPoint, Golf, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Social Media, Outlook, Leadership, Time Management, Social Networking
Education
Providence College 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Andover High School 2008 — 2012
Northwestern Mutual August 2015 - Present
United States Army May 2012 - Present
A-Team Solutions, LLC December 2013 - August 2015
111th Signal Company SCARNG November 2013 - June 2014
111th Signal Company May 2012 - November 2013
Skills
Army, Security Clearance, Military Operations, DoD, Command, Government, Leadership, Organizational..., Critical Thinking, Military Experience, Physical Security, Public Speaking, Operational Planning, Microsoft Office, PowerPoint, Microsoft Word, Team Leadership, Microsoft Excel, Force Protection, Leadership Development, Security Management, Team Building, Teamwork, Tactics, Time Management, Military Training, Strategic Planning, Strategy, Strategic Communications, Strategic Partnerships, Situational Leadership, Program Management, Mentoring
Education
Presbyterian College 2008 — 2012
Bachelor of Arts (B.A.), History
Georgia Military College-Prep School 2004 — 2008
High School Diploma
United States Army School of Information Technology
CompTia, Security + and Network +
WESCO Distribution July 2014 - Present
Purdue Memorial Union Catering and Events March 2012 - September 2013
Federal Mogul June 2013 - August 2013
TPA Park Pool May 2007 - August 2013
Northwestern Mutual April 2013 - June 2013
Glover's Ice Cream May 2010 - August 2012
TPA Park Pool May 2007 - September 2011
Clinton County Chamber of Commerce November 2010 - May 2011
Frankfort Country Club May 2009 - November 2010
Glover's Ice Cream May 2010 - August 2010
Skills
Sales Management, Entrepreneurship, Marketing, Teamwork, Team Leadership, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Data Analysis, Leadership, Selling, Customer Service, OLS, Food Industry, Financial Analysis, Interpersonal Skill, Salesforce.com, Consulting, Microsoft Access, Adobe Photoshop, Mac OS X, Cpr Certified, Lifeguarding, Photoshop, Access, Sales
Education
Purdue University 2010 — 2014
Bachelor's Degree, Selling and Sales Management and a Certificate of Entrepreneurship
Frankfort High School 2006 — 2010
Lasco Enterprises July 2015 - Present
FleishmanHillard January 2015 - May 2015
FleishmanHillard September 2014 - December 2014
Milwuakee Rowing Club June 2014 - August 2014
Burns Entertainment & Sports Marketing August 2013 - March 2014
Milwaukee Rowing Club June 2013 - August 2013
Milwaukee Rowing Club July 2012 - August 2012
Northwestern Mutual June 2012 - August 2012
Milwaukee Rowing Club June 2010 - August 2010
Milwaukee Rowing Club June 2009 - August 2009
Skills
Social Media, Brand Management, Media Lists, Sysomos, CisionPoint, Public Relations, Facebook, Twitter, Instagram, Microsoft Office, Event Planning, Social Media Marketing, Teamwork, Sports Coaching, Research, Microsoft Excel, Editing, PowerPoint, Social Networking, Microsoft Word, Writing, Pitching Media
Education
Princeton University 2009 — 2013
Bachelor of Arts (BA), Psychology
Martin Luther High School
Northwestern Mutual September 2014 - Present
Avera St. Luke's Hospital September 2014 - Present
Avera St. Luke's Hospital September 2013 - September 2014
Sanford Health January 2012 - August 2012
Skills
Patient Education, Quality Patient Care, Compassion, Vital Signs, Inpatient, Prompt, Medical Terminology, Along with my..., Hard worker, Compassionate, Recruiting, Interviews, Leadership Development, College Recruiting, Facebook, Job Fairs, New Hire Paperwork, New Hire Orientations, Human Resources
Education
Washburn University 2012 — 2013
Radiation Therapy, Medical Radiologic Technology/Science - Radiation Therapist
Presentation College 2009 — 2012
Bachelor's degree, Radiologic Technology/Science - Radiographer
Standard Insurance Company April 2012 - Present
Standard Insurance Company October 2009 - April 2012
Standard Insurance Company August 2008 - October 2009
CRG Events January 2008 - May 2008
Northwestern Mutual June 2007 - December 2007
Education
Portland State University - School of Business 2002 — 2007
BS, Finance, General Management, and Human Resources
Northwestern Mutual August 2015 - Present
Skills
Insurance, Customer Service
Education
Presentation College
New York Life Insurance Company December 2014 - Present
Northwestern Mutual May 2014 - September 2014
Family Dental 1994 - 2013
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Time Management, Teamwork, Microsoft Office, Team Building, Fixed Annuities, Insurance, Life Insurance, Term Life Insurance
Education
Providence College 2011 — 2015
Bachelor of Science (BS), Marketing & Finance
Norwood Senior High School 2007 — 2011
Travelers June 2015 - Present
Northwestern Mutual August 2014 - May 2015
Skills
Research, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, SPSS, Teamwork, Data Analysis, Editing, Time Management, Critical Thinking, Creative Writing, Social Networking, Facebook
Education
Providence College 2010 — 2014
Bachelor of Arts (B.A.), Accountancy, English Literature
Avon Old Farms School 2008 — 2010
Atlantic textile SalesNorthwestern MutualJune 2015 - Present
Northwestern Mutual 1990 - 1995
Atlantic Records 1990 - 1995
Skills
New Business Development, Marketing, Marketing Strategy, Management, Customer Service, Social Media, Strategic Planning
Education
Post University 1988 — 1992
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Post University 1988 — 1992
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
McCants Law Firm April 2014 - Present
Buxton & Collie, LLC April 2013 - December 2013
SPARC, LLC June 2012 - August 2012
Crisis Ministries May 2012 - August 2012
AmerCare, Inc. March 2010 - December 2010
Northwestern Mutual May 2007 - March 2010
Skills
Legal Writing, Legal Research, Westlaw, Courts, Legal Assistance, Public Speaking, Microsoft Office, Microsoft Word, Insurance, Social Media, Research, Microsoft Excel, Outlook, Legal Issues
Education
Charleston School of Law 2011 — 2013
Juris Doctor, Law
Presbyterian College 2003 — 2007
Bachelors of Science, Business Management, Economics
Wilson Hall 1999 — 2003
High School
Northwestern Mutual May 2015 - Present
Taco Bell March 2010 - April 2015
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Public Speaking, Research, Sales, Finance, Teamwork, Team Building, Training, Team Leadership, Social Media
Education
University of Arkansas at Little Rock 2014 — 2016
Bachelor’s Degree, Business and Personal/Financial Services Marketing Operations
Pulaski Technical College 2009 — 2014
Associate’s Degree, Early Childhood Education and Teaching
Synapse Medical L.L.C. July 2009 - Present
C&C Medical Solutions May 2008 - July 2009
Northwestern Mutual January 2007 - January 2008
Skills
Surgeons, Sales, Selling, Hospitals, Cold Calling, Spine, Management, Neurosurgery, Capital Equipment, Contract Negotiation, Customer Service, Budgets, Sales Management, Medical Devices, Team Building
Education
Purdue University 2003 — 2007
Selling and Sales Management
Northwestern Mutual June 2015 - Present
Skills
Investments, Financial Analysis, Financial Planning, Insurance, Retirement Planning, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Risk Management
Education
Portland State University 2013 — 2017
Bachelor’s Degree, Economics, Junior
Silverton High School 2009 — 2013
PwC March 2014 - Present
PwC September 2011 - 2014
Gilbane Building Company 2010 - 2011
Northwestern Mutual May 2009 - September 2009
Skills
Accounting, Mergers & Acquisitions, Hedge Funds, Financial Reporting, Finance, Due Diligence, Financial Advisory, Microsoft Excel, Financial Analysis, Venture Capital, Asset Management, Alternative Investments, PowerPoint, Microsoft Office, Assurance
Education
Providence College 2010 — 2011
MBA, Accounting
Providence College 2006 — 2010
BS, Finance
Con-way Inc. February 2015 - Present
Menlo Logistics February 2014 - Present
Helvetia Tavern January 2007 - Present
Tamarac Inc. April 2012 - August 2012
Northwestern Mutual May 2011 - August 2011
Skills
Risk Management, Financial Analysis, Portfolio Management, Finance, Financial Services, Wealth Management, Trading, Strategic Financial..., Investments, Microsoft Excel, Accounting, Microsoft Office, Customer Service, Financial Reporting, Data Analysis, PowerPoint, VBA, Oracle Discoverer, Oracle Applications, Oracle, LMS Test.Lab, Monarch Pro, Monarch, Oracle Financials, Accounts Receivable, Invoicing, Freight Transportation, Freight Auditing, Account Reconciliation, Excel Pivot, MS Excel Pivot Tables, Communication
Education
Portland State University 2009 — 2011
BS, Finance, 3.5 GPA
Portland State University - School of Business
Bachelor's of Science, Accounting and Finance
General Mills May 2015 - Present
Abbott Nutrition March 2014 - April 2015
Abbott Nutrition June 2013 - February 2014
Abbott Laboratories May 2012 - August 2012
Pi Sigma Epsilon May 2011 - June 2012
Northwestern Mutual May 2011 - December 2011
Verizon Wireless Music Center 2010 - 2010
Skills
Sales, Leadership, Selling, Strategy, Sales Management, Management, Time Management, Analysis, Retail, Retail Sales, Salesforce.com, Data Analysis, Atlas
Education
Purdue University 2009 — 2013
Bachelor of Science (BS), Selling and Sales Management
Fishers High School 2006 — 2009
Academic Honors
Northwestern Mutual July 2013 - Present
Thieneman Construction Inc. January 2010 - October 2012
Education
Purdue University 2005 — 2009
BS, Building Construction Management
Cisco June 2015 - Present
Cisco March 2014 - June 2015
Northwestern Mutual June 2013 - December 2013
Northwestern Mutual July 2012 - May 2013
Northwestern Mutual October 2010 - July 2012
Westin Hotels & Resorts June 2008 - August 2010
Westin Hotels & Resorts January 2008 - June 2008
Lodging Host Hotel Corporation - Staybridge Suites May 2006 - August 2006
Skills
Microsoft Office, Recruiting, Microsoft Excel, Leadership, Sales, Team Building, Finance, Marketing, Account Management, Social Media, CRM, Outlook, Training, Cisco Technologies, CDW, Cisco Wireless, Public Sector, IOT
Education
Purdue University 2003 — 2007
Bachelor of Science, Hospitality and Tourism Management
Zacks Investment Research January 2015 - Present
Northwestern Mutual 2011 - 2013
The First Church of Christ, Scientist June 2012 - August 2012
CedarS Camps June 2011 - August 2011
Education
Principia College
Bachelor of Arts (B.A.), Business Administration
Northwestern Mutual March 2011 - Present
Presbyterian College April 2010 - April 2011
Ogletree, Deakins, Nash, Smoak & Stewart, P.C. June 2010 - August 2010
Education
Presbyterian College 2007 — 2011
Bachelor of Science (B.S.), Major: Business Management & Economics, Minors: Pre-Law Studies and Political Science
Northwestern Mutual February 2013 - Present
Education
University of Puget Sound 2009 — 2013
Bachelor's degree, Business/Commerce, General
Punahou School 1996 — 2009
Klaviyo August 2015 - Present
Jobspring Partners December 2014 - August 2015
Jobspring Partners May 2014 - December 2014
International Forest Products June 2013 - May 2014
Mixed Media Promotion 2013 - 2013
Northwestern Mutual May 2012 - August 2012
Skills
Education Funding, Long Term Care Insurance, Life Insurance, Financial Analysis, Customer Service, Leadership, PowerPoint, Microsoft Excel, Access, Outlook, Account Management, Marketing, Sales, Microsoft Word, Salesforce.com, IT Recruitment, Technical Recruiting, Phone Etiquette, Recruiting, Microsoft Office, Public Speaking, Social Networking, Networking
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Concord-Carlisle High School
Northwestern Mutual March 2014 - Present
Dru Stock Inc. June 2006 - February 2014
Safir Securities May 2003 - June 2006
Education
Providence College 1999 — 2003
BS, Business Management
Providence College September 2012 - Present
Recon Capital Partners May 2015 - August 2015
Northwestern Mutual November 2013 - April 2015
Joe's American Bar & Grill (Tavistock Restaurant) February 2014 - May 2014
Knights of Columbus May 2013 - August 2013
Silver Sands Beach & Tennis Club May 2012 - August 2012
Skills
Time Management, Microsoft Excel, Teamwork, Finance, Networking, PowerPoint, Microsoft Office, Public Speaking, SPSS, Building Relationships, Accounting, Coachable, Teaching, Leadership, Microsoft Word, Communication, Financial Services, Event Management, Event Planning, Social Media, Cost Accounting, Bloomberg, Salesforce.com, Relationship Building
Education
Providence College 2012 — 2016
Accounting and Finance
Notre Dame High School West Haven 2008 — 2012
High School
Aerotek Engineering February 2011 - Present
Aerotek June 2010 - Present
Aerotek June 2009 - Present
The Purdue Exponent January 2009 - May 2009
Northwestern Mutual May 2007 - June 2008
Skills
New Business Development, Staffing Services, Strategic Partnerships, Sales, Contract Recruitment, Business Intelligence, Leadership, Recruiting, Cold Calling, Technical Recruiting, Sales Management, Management, Talent Acquisition, Manufacturing, Applicant Tracking..., Sales Operations, Electronics, Sourcing, Screening Resumes, Engineering, Temporary Placement, Contract Negotiation, Sales Process, Advertising, Automotive, Executive Search, Human Resources, Selling, Lean Manufacturing, Manufacturing..., Business Development, Networking, College Recruiting, Internet Recruiting, Account Management, Training, Salesforce.com, Medical Devices, Building Relationships, CRM
Education
Purdue University 2004 — 2009
BS, Sales and Entrepreneurship
Fuhu, Inc May 2012 - Present
Northwestern Mutual 2011 - 2012
AKAMAI Capital, LLC 2009 - 2010
Investment Quorum International Advisory 2009 - 2009
Skills
Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Equity Research, PowerPoint, Bloomberg, Marketing, Market Research, Forecasting, Portfolio Management, Strategic Planning, Business Development, Marketing Strategy, Strategic Partnerships, Brand Management, Strategy, Competitive Analysis, Management, Retirement Planning, Start-ups, Market Analysis, Private Equity, Finance, Data Analysis, Mergers & Acquisitions, Valuation, Economics, Venture Capital, Corporate Finance, Entrepreneurship, Analytics, Due Diligence
Education
University of Hawaii at Manoa 2005 — 2009
Bachelor's degree, Economics
Punahou School 2001 — 2005
High School Diploma
Williams-Sonoma, Inc. September 2015 - Present
ED&F Man Capital Markets June 2013 - September 2015
Stephen James Associates June 2012 - June 2013
Northwestern Mutual June 2011 - December 2011
Education
Providence College 2008 — 2012
BS, Finance
Università degli Studi di Roma Tre 2011 — 2011
Valhalla High School
EMC January 2015 - Present
EMC April 2013 - Present
EMC April 2011 - April 2013
EMC October 2010 - March 2011
EF Education First September 2009 - October 2010
Northwestern Mutual 2008 - 2009
Skills
Salesforce.com, Solution Selling, Cloud Computing, Lead Generation, Sales Management, Storage Area Networks, Backup Solutions, VMware, Cisco Technologies, Siebel, Microsoft Excel, Cold Calling, Product Demonstration, Disaster Recovery, Business Continuity, data center..., data center..., Data Center, Storage, SaaS, Sales Operations, Enterprise Software, SAN, Virtualization, Management
Education
Providence College 2005 — 2009
BA, Economics
Ayco, a Goldman Sachs Company 2015 - Present
Northwestern Mutual June 2014 - September 2014
Providence College September 2013 - May 2014
Ingalls & Snyder July 2013 - August 2013
Craig's Landscaping May 2013 - July 2013
Skills
Retirement Planning, Finance, Strategic Financial..., Investments, Financial Analysis, Disability Insurance, Fixed Annuities, Retirement, Insurance, Mutual Funds, Financial Modeling, Wealth Accumulation
Education
Providence College 2014 — 2015
Master of Business Administration (M.B.A.), Concentration in Finance (AASCB Accredited)
Providence College 2010 — 2014
Bachelor of Science (AASCB Accredited), Finance
Notre Dame-Bishop Gibbons 2005 — 2010
High School, Honors
Northwestern Mutual July 2014 - Present
Northwestern Mutual June 2009 - Present
Northwestern Mutual June 2008 - May 2009
Rhode Island State House January 2008 - May 2008
Skills
Life Insurance, Pensions, Needs Analysis, Disability Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Estate Planning, Insurance, Long Term Care Insurance, Retirement, IRAs, Strategic Financial..., Education Funding, Investments, Financial Planners, Series 63, Financial Analysis, Wealth Accumulation, Mutual Funds, Series 6, Roth IRA, Financial Services, 401k, Finance, Wealth Management, Financial Planning
Education
Providence College 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government (Major); Finance, Business Studies, Western Civilization (Minors), Magna Cum Laude
Northwestern Mutual 2009 - Present
GoldenTree Asset Management 2007 - 2008
LaSalle Bank 2000 - 2006
SG Cowen 1997 - 2000
Bank of America 1994 - 1997
Continental Bank 1983 - 1994
Education
The University of Chicago 1984 — 1986
MBA, Finance and Marketing
Purdue University 1979 — 1983
BSIM, Industrial Management
Northwestern Mutual February 2009 - Present
Skills
Retirement Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Wealth Accumulation, Financial Modeling, Strategic Financial..., Customer Service, Customer Satisfaction, Variable Products, Education Funding, Key Person Insurance, Estate Planning, Term Life Insurance, Financial Planning
Education
Purdue University 2005 — 2008
BA
Leadership Bartholomew County 2009 — 2010
Cisco Systems August 2013 - Present
Northwestern Mutual September 2008 - July 2013
Skills
Networking, Word Of Mouth Marketing, Referrals, Energy, Leadership, Recruiting
Education
Providence College 2001 — 2005
BS, Marketing
Hasbro 2012 - Present
Ocean State Job Lot May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Weichert Realtors Tirrell Realty 2010 - 2010
Education
Providence College 2008 — 2012
Bachelor of Science (BS), Accounting
Northwestern Mutual June 2015 - Present
Westport Weston YMCA June 2009 - June 2014
Patterson Country Club May 2013 - June 2013
Staples High School August 2010 - June 2012
Skills
Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Time Management, Customer Service, Public Speaking, Research, Social Networking, Communication, Event Planning, Facebook
Education
Providence College 2013 — 2017
Accounting and Finance
Staples High School 2009 — 2013
Randstad June 2014 - Present
Northwestern Mutual March 2013 - June 2013
Skills
Finance, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Strategic Financial..., Financial Modeling, Teamwork, Staffing Services, Recruiting, Account Management
Education
Providence College 2010 — 2014
Bachelor's degree, Finance, General
Arlington Catholic High School 2006 — 2010
Northwestern Mutual October 1997 - Present
Ultra Creative May 1997 - October 1997
Digital Cafe August 1996 - March 1997
Education
Pratt Institute 1993 — 1996
Bachelors, Design and Visual Communications, General
Interned with the Walt Disney World College Program 1993 — 1993
St. Cloud State University 1991 — 1993
Cathedral High Scool 1988 — 1991
Operative August 2010 - Present
Acuity Consulting Group, LLC June 2008 - May 2009
RDW Group January 2009 - April 2009
Northwestern Mutual August 2008 - December 2008
Tradewinds and Tradewinds IICaptree June 2002 - September 2007
Education
Providence College 2007 — 2009
Master's in Business Administration, Marketing
Providence College 2003 — 2007
Bachelor's Degree, History
Northwestern Mutual Chief Recruiting OfficerNorthwestern MutualOctober 2012 - July 2015
Northwestern Mutual- The Texas Financial Group - Dallas August 2008 - September 2012
FirstComp Insurance August 2007 - August 2008
Skills
Insurance, Sales, Cold Calling, Marketing, Recruiting, Talent Acquisition, Coaching, Sourcing, Leadership, Customer Service, Account Management, Finance, Financial Analysis, Time Management, Training, Employee Benefits, College Recruiting, Microsoft Office, Management
Education
Purdue University 2001 — 2005
BS, Hospitality and Tourism Managment
west lafayette HS
Kingsway Community May 2015 - Present
Kingsway Community July 2013 - May 2015
Northwestern Mutual March 2008 - May 2013
Wolanin Companies Ltd. September 2001 - March 2007
Skills
Customer Service, Rental Management, Senior Services, Resident Retention, Senior Living..., Resident Relations, Microsoft Excel, Insurance, Marketing, Microsoft Office, Retirement Planning, Life Insurance, Sales, Disability Insurance, Account Management, Sales Operations, Microsoft Word, Graphic Design, Fine Art, Marketing Communications
Education
Pratt Institute 1996 — 1997
Fine Arts/Graphic Design
Schenectady High School 1992 — 1996
High School, 12
Northwestern Mutual May 2015 - Present
Bayer Pharmaceutical June 2014 - August 2014
Dairy Queen February 2013 - August 2013
YMCA of Greater Indianapolis April 2012 - August 2012
Skills
Communication, Leadership Development, Organizational..., Dedication to..., Critical Thinking, Servant Leadership, Organizational..., Team-oriented, Team Leadership, Public Speaking, Goal Oriented, Leadership, Customer Service, Teamwork, Time Management, Analysis, Marketing, Microsoft Excel, PowerPoint, Research, Microsoft Office, Cross-functional Team..., Recruitment Training
Education
Purdue University 2013 — 2017
Pursuing Bachelor of Science, Accounting and Finance, Sophmore
Avon High School 2009 — 2013
Core 40 w/ Academic Honors
Northwestern Mutual June 2015 - Present
Carroll County Chamber of Commerce June 2014 - August 2014
Alisha Windom Allstate Agency May 2012 - August 2012
Carrollton Parks and Recreation and Cultural Arts Department May 2008 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Marketing, Sales, Time Management, Event Planning, Social Media, Teamwork
Education
Presbyterian College 2011 — 2015
Business Administration and Management, General
Carrollton High School
Integrated Marketing Services May 2011 - Present
Hilton Grand Vacations June 2010 - May 2011
Northwestern Mutual March 2009 - May 2010
Starwood Vacation Ownership November 2002 - January 2009
Marriott Vacation Club International October 1996 - October 2002
Marriott International October 1998 - December 1999
Skills
Lead Generation, Event Planning, Marketing, Marketing Strategy, Management, Team Building, Leadership, Customer Service, Team Management, Customer Satisfaction, Strategic Planning, Customer Retention, Direct Marketing, Sales, Training, Sales Management, E-commerce, Hospitality, Budgets, Program Management, Forecasting, Account Management, Marketing Management, New Business Development, Contact Center..., Contact Center..., Contact Centers, Contact Center..., Cisco Call Manager, Six Sigma, Call Centers, Call Center Development, Operations Management, Consumer Products, EBITDA Growth
Education
Loyola University Chicago 1994 — 1996
BA
Purdue University 1988 — 1992
Fenwick High School 1984 — 1988
northwestern mutual 2005 - 2008
Education
Portland State University 1994 — 2000
The Alternative Investment Store August 2013 - Present
EM Wright September 2012 - Present
Northwestern Mutual June 2006 - 2012
Milwaukee Ballet 2006 - 2012
Merrill Lynch 2000 - 2003
BankBoston 1990 - 2000
Skills
Investments, Wealth Management, Asset Allocation, Management, Asset Managment, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Equities, Series 7, Alternative Investments
Education
University of Notre Dame 1987 — 1989
Master of Business Administration (M.B.A.)
Providence College 1983 — 1987
Bachelor's Degree
Portland State University September 2014 - Present
Heartland Payment Systems February 2008 - September 2014
Northwestern Mutual August 2007 - January 2008
Skills
Management, Financial Analysis, Sales, Marketing, Analysis, Strategic Planning, Finance, Leadership, SaaS, Process Improvement, Marketing Strategy, Strategic Financial..., Strategic Partnerships, Credit, Financial Modeling, Team Leadership, Employee Benefits, Outlook, Product Management, Forecasting, Salesforce.com, Microsoft Excel, Team Building, Cash Management, Executive Management, Strategy, Portfolio Management, Financial Reporting, Banking, Credit Analysis, Project Management, Corporate Finance, Small Business, Data Analysis, Account Management, Accounting, Series 63, Budgets, Microsoft Office, Business Development, Customer Service, Access
Education
Portland State University 2003 — 2007
BS, Mathematics, Economics, Finance
Arthur J. Gallagher & Co. September 2009 - Present
Willis April 2007 - September 2009
Northwestern Mutual May 2005 - August 2005
Strategic Financial Group, LLC January 1999 - May 2005
Skills
Insurance, Property & Casualty..., Risk Management, Sales, Account Management, Customer Service, Process Improvement, Marketing, Strategic Planning, Microsoft Excel, Leadership, Microsoft Office, Team Building, Outlook
Education
Purdue University 2002 — 2006
Bachelor of Science (BS), Financial Planning and Services
The Hershey Company January 2014 - Present
The Hershey Company January 2011 - December 2013
The Hershey Company June 2008 - December 2010
Northwestern Mutual September 2007 - December 2007
Skills
Sales Operations, Sales, Consumer Products, Merchandising, Key Account Development, Customer Insight, Brand Management, Competitive Analysis, Grocery, Management, Retail, Strategy, Team Management, Shopper Marketing, FMCG
Education
Providence College 2004 — 2008
Bachelor's of Science, Business Management & Finance
Gillette Stadium April 2008 - October 2008
Viacom May 2008 - August 2008
Northwestern Mutual December 2007 - May 2008
Providence College December 2005 - April 2008
Education
The Catholic University of America, Columbus School of Law 2009 — 2012
JD, Law
Providence College 2005 — 2009
BS, Finance, Economics
Northwestern Mutual June 2014 - Present
Northwestern Mutual February 2012 - Present
Standard Insurance Company July 2002 - February 2012
Standard Insurance Company July 1994 - July 2002
John Hancock 1990 - 1992
Skills
Disability Insurance, Insurance, Employee Benefits, Management, Account Management, Health Insurance, Risk Management, Life Insurance, Team Leadership, Claims Management, Claim, Underwriting, Long-term Care, Workers Compensation, Benefits Administration
Education
Portland State University 1984 — 1987
University of Massachusetts, Amherst 1982 — 1984
Ainsworth 1972 — 1978
Lincoln
Long and Foster Real Estate November 2014 - Present
ABP Insurance Agency September 2009 - Present
Nelson Realty Group LLC April 2013 - November 2014
LTC Financial Partners September 2011 - April 2012
Northwestern Mutual September 2008 - October 2009
Wachovia May 2006 - August 2007
Wilmington Trust April 2000 - May 2006
Wilmington Trust April 1996 - March 2000
Republic of Singapore Navy 1979 - 1983
Skills
Insurance, Investments, Life Insurance, Fixed Annuities, Portfolio Management, Disability Insurance, Term Life Insurance, Leadership, Long Term Care Insurance, Asset Allocation, Series 6, Management, Finance, Retirement Planning, Wealth Management, Estate Planning, Asset Management, Risk Management, Securities, Retirement, Series 7, Property & Casualty..., Series 63, Sales, Mutual Funds, Wealth, IRAs, 401k, Investment Management, DC, VA, Financial Services, Real Estate, First Time Home Buyers, Residential Homes, Single Family Homes, Townhomes, Condos, Rentals
Education
ABA - Institute of Certified Bankers 2002 — 2004
CTFA, Trust & Investments
Portland State University - School of Business 1986 — 1988
MBA, Finance
Washington State University - College of Business and Economics 1983 — 1986
BA, Hotel Restaurant Management
Anglo Chinese School 1971 — 1976
GCE A Levels
JPMorgan Chase & Co. March 2010 - Present
Northwestern Mutual January 2007 - April 2009
Dunham Electric, Inc. January 2003 - May 2007
Skills
Investments, Public Speaking, Event Planning, Social Media, Microsoft Excel, Social Networking, Microsoft Office, Financial Analysis, Customer Service, Insurance, Banking
Education
Providence College 2004 — 2008
Bachelor’s Degree, Finance, Economics, Music
Nantucket High School 2000 — 2004
Strategic Benefit Advisors March 2013 - Present
Aon Hewitt January 2012 - February 2013
Aon Hewitt July 2010 - December 2011
Northwestern Mutual May 2009 - April 2010
Education
Providence College
BA, English, Finance
Providence College July 2011 - Present
Northwestern Mutual March 2011 - July 2011
American Cancer Society April 2010 - April 2011
American Cancer Society April 2010 - March 2011
American Cancer Society December 2008 - April 2010
American Cancer Society May 2008 - October 2008
Skills
Fundraising, Event Planning, Volunteer Management, Non-profits, Community Outreach, Social Media, Public Speaking, Public Relations, Event Management, Microsoft Excel, Higher Education, Customer Service, Outlook, PowerPoint, Microsoft Office, Media Relations
Education
Providence College 2008 — 2012
Master of Education (M.Ed.), Counselor Education and Services
Providence College 2004 — 2008
BA, Sociology
Providence College
Master of Business Administration (M.B.A.)
York Capital Management July 2014 - Present
PwC September 2010 - June 2014
Rhode Island Housing October 2008 - May 2009
Northwestern Mutual 2009 - 2009
Education
Providence College 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Northwestern Mutual March 2012 - June 2014
Raymond James & Associates June 2006 - May 2011
City Securities Corporation 2005 - 2006
Skills
Series 7, Series 66, Mutual Funds, Retirement, 401k, Uniform Combined State..., Retirement Planning, Strategic Financial..., Series 63
Education
Purdue University 1999 — 2004
Bachelor of Arts, Elementary Education
Northwestern Mutual March 2009 - Present
The Ritz-Carlton Club July 2007 - March 2009
Mammoth Realty Group August 2005 - May 2007
Principia College June 2004 - June 2005
Skills
Marketing, Public Speaking, Sales, Media Relations, Event Planning, Coaching, Social Media, Event Management, Social Networking, Fundraising, Leadership, Recruiting, Social Media Marketing, Strategic Planning, Team Building, Training, Career Counseling, Time Management
Education
United States Sports Academy 2004 — 2005
MSS, Sports Management
Principia College 2000 — 2004
BA, Business Administration
Ashland High School 1996 — 2000
Goldman Sachs July 2015 - Present
Morgan Stanley April 2012 - Present
Morgan Stanley January 2011 - April 2012
Northwestern Mutual May 2009 - January 2010
The Realco Group May 2008 - September 2008
Skills
Retirement, Insurance, Excel, Wealth Management, Access, IRA's, Team Leadership, Real Estate, Outlook, Retirement Plans, SAS, C++, Real Estate Finance, Microsoft Office, Annuities, Quality Center, Project Management, Full SDLC, Series 7, Microsoft Excel, Vizio, Financial Services, Trading Systems, Analysis
Education
Providence College 2006 — 2010
B.A., B. Economics & Finance
Cape Cod Academy 2002 — 2006
High School
Northwestern Mutual September 2012 - Present
Starbucks Coffee Company February 2007 - September 2012
We Fit, Inc./ DBA Fitness Together March 2005 - January 2007
Skills
Team Leadership, Teamwork, Financial Planning, Tax Free Income, Life Insurance, Disability Insurance, 401k Rollovers, Variable Annuities, Roth IRA, Long-term Care, Series 6, Series 63, Marketing, Operations Management, Sales, Training, Fundraising, Management, Team Management, Customer Service, Leadership, Public Speaking
Education
Portland State University 2008 — 2011
Bachelor of Arts, Communication Studies
Thousand Oaks high School
Northwestern Mutual May 2015 - Present
Legacy Emmanuel Hospital May 2010 - August 2014
Skills
Leadership, Teaching, Team Building, Strategic Planning, Management, Project Management
Education
Whitman College 2013 — 2016
Bachelor's Degree, Economics, Junior
Portland State University 2011 — 2012
Bachelor's Degree, Business/Managerial Economics
Catlin Gabel 2007 — 2011
Vanguard October 2013 - Present
Vanguard July 2012 - October 2013
Vanguard January 2011 - July 2012
Northwestern Mutual January 2010 - November 2010
The Consortium September 2009 - December 2009
Purdue University August 2008 - December 2008
Skills
Mutual Funds, Finance, Investments, Financial Analysis, Series 63, Leadership, Series 7, Financial Services, Retirement Planning, Institutional Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
Masters of Business Administration, Business
Purdue University 2004 — 2008
BS, Biology
Euclides Technologies Incorporated September 2014 - Present
Euclides Technologies Incorporated September 2013 - Present
Integrated Staffing Solutions June 2012 - September 2013
Providence College September 2008 - May 2012
Northwestern Mutual May 2011 - December 2011
Providence College July 2010 - May 2011
Main Event Tuxedo March 2007 - June 2010
Skills
PowerPoint, Recruiting, Microsoft Office, Cold Calling, Public Speaking, Social Networking, Outlook, Social Media, Microsoft Excel, Customer Service, Event Planning, Program Management, Microsoft Word, Sourcing, Marketing, Public Relations
Education
Providence College 2008 — 2012
Bachelor of Arts, English
St. John's Preparatory School 2004 — 2008
The MENTOR Network December 2014 - Present
Harder Mechanical Contractors, Inc. September 2014 - November 2014
Hansen Hunter & Co. PC June 2014 - August 2014
Portland State University September 2010 - June 2014
Tim Filkins CPA December 2013 - April 2014
Northwestern Mutual August 2013 - December 2013
US Navy March 2008 - October 2010
US Navy October 2006 - October 2010
Skills
Navy, Radar, Tactical, Aircraft, Security Clearance, Military, Military Operations, Operational Planning, DoD, Military Experience, Tactical Data Links, Force Protection, Intelligence Analysis, National Security, Weapons, Military Training, Readiness, C++, Financial Accounting, Managerial Finance, Microsoft Word, Microsoft Excel, PowerPoint, Coordination, Communication, Proactive self-starter, Problem Solving, Analytical Skills, Always Punctual, Team Building, Highly motivated..., Operational Efficiency
Education
Portland State University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Northwestern Mutual May 2015 - Present
Blue Moon Pizzeria August 2012 - July 2015
Billy Oliver Fisheries May 2014 - August 2014
Webster's Farms May 2012 - May 2014
Dunkin' Brands March 2012 - January 2014
Skills
Food Service, Customer Service, Microsoft Office, Culinary Skills, Time Management, Sales, Cashiering, Budgets, Marketing, Leadership, Inventory Management, PowerPoint
Education
Providence College 2013 — 2017
Bachelor's Degree, Finance, Italian (minor)
Norwell High School 2009 — 2013
FBC Mortgage LLC October 2010 - Present
Edgewater Financial Group June 2005 - February 2011
Northwestern Mutual May 2003 - May 2005
Education
Presbyterian College 1998 — 2002
Quest Investment Management May 2011 - Present
Northwestern Mutual August 2010 - April 2011
Quest Investment Management, Inc. 2001 - 2008
Crabbe Huson Group, Inc. 1997 - 1999
Hobert & Svoboda, Inc. 1993 - 1997
Skills
Equities, Asset Allocation, Investments, Leadership, Public Speaking
Education
University of Portland 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Portland State University 1997 — 1999
BS, Social Sciences
Northwest Mutual 2010 - Present
Northwestern Mutual 2010 - 2010
Education
Purdue University 2007 — 2011
Shepherd Kaplan LLC May 2011 - Present
Providence College 2009 - 2011
GPS Investment Advisors January 2009 - August 2009
Northwestern Mutual May 2007 - August 2007
Education
Providence College 2009 — 2011
MBA, Finance
Providence College 2005 — 2009
BS, Finance
Currently seeking career opportunities June 2010 - Present
First Mortgage Company of Idaho October 2010 - December 2010
Portland State Telefund October 2005 - February 2006
Northwestern Mutual October 2003 - June 2004
Education
College of Western Idaho
Portland State University
BS, Social Science
Ralph Lauren September 2012 - Present
Northwestern Mutual October 2011 - July 2012
Education
Providence College 2005 — 2009
BA, Psychology
Northwestern Mutual January 2015 - Present
Sears Holdings Corporation June 2014 - January 2015
Humana 2011 - 2012
Discover Financial May 2010 - August 2010
Experian 2009 - 2010
Sears Canada June 2006 - September 2008
Skills
Statistical Modeling, Data Mining, Statistics Analysis, Statistics, Predictive Modeling, SAS, Predictive Analytics, SAS programming, Analytics, Data Analysis, Segmentation, VBA, R, Business Analytics, Logistic Regression, Data Management
Education
York University 2005 — 2006
Master's degree, Mathematics and Statistics
Punjabi University 1997 — 1999
Master in Technology, Computer Science and Engineering
Punjabi University 1995 — 1999
MS (Statistics)
Salin Bank & Trust Company January 2014 - Present
Northwestern Mutual July 2013 - February 2014
Skills
Communication, Sales, Leadership, Finance, Insurance, Employee Benefits, Wealth Accumulation, Retirement Planning, Investments, Financial Analysis, Retirement, Accounting, Personal Finance, Risk Management, Business, Analysis, IRAs, Banking
Education
Purdue University 2009 — 2013
Bachelor's degree, Financial Planning and Services
Northwestern Mutual December 2014 - Present
Skills
Teamwork, Time Management, Leadership, Team Management, Microsoft Excel, Microsoft Office
Education
Purdue University 2013 — 2017
Finance & Management