Northwestern Mutual
Industry: Financial services company
DescriptionThe Northwestern Mutual is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education ... Headquarters: Milwaukee, Wisconsin, United States Number of employees: 7,500 (2017) Founded: 1857 Subsidiaries: LearnVest, Executives: John E. Schlifske (CEO, President, Chairperson),
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22,620 Northwestern Mutual employees in database. Find out everything there's to know about Northwestern Mutual employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northwestern Mutual Employees
Employee
Years
Job
Industry
Michelle Privitera Michelle Privitera's Northwestern Mutual Experience 2012 - 2013
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2013 - Present
Northwestern Mutual 2012 - 2013
Wells Fargo Funds 2009 - 2011
AXA Distributors 2007 - 2009
Wells Fargo Investments 2001 - 2007
Franklin Templeton Resources 1992 - 2001
Skills
Mutual Funds, Customer Relations, Strategic Planning, Sales Support, Annuity, FINRA, Annuities, Consultative Selling, Wealth Management, Securities, Fixed Annuities, Series 7, Customer Service, Sales Operations, Selling, Asset Managment, Financial Services
Education
San Francisco State University
Charles Schwab 2013 - Present
Northwestern Mutual 2012 - 2013
Wells Fargo Funds 2009 - 2011
AXA Distributors 2007 - 2009
Wells Fargo Investments 2001 - 2007
Franklin Templeton Resources 1992 - 2001
Skills
Mutual Funds, Customer Relations, Strategic Planning, Sales Support, Annuity, FINRA, Annuities, Consultative Selling, Wealth Management, Securities, Fixed Annuities, Series 7, Customer Service, Sales Operations, Selling, Asset Managment, Financial Services
Education
San Francisco State University
Anthony Tiburcio Anthony Tiburcio's Northwestern Mutual Experience July 2011 - January 2012
Job Consultant
Industry Management Consulting
Experience
Hitachi Consulting May 2015 - Present
Guardsmark October 2012 - April 2015
T-Mobile June 2012 - October 2012
Northwestern Mutual July 2011 - January 2012
Seattle University October 2008 - June 2011
Skills
Access, Management, Microsoft Excel, SQL, Customer Service, Program Management, Leadership, Project Management, Cross-functional Team..., Process Improvement, Strategic Planning, Team Leadership, Forecasting, Data Analysis, Analysis
Education
Seattle University 2008 — 2012
Finance and Economics, Finance, General
Seattle University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration, Finance
Hitachi Consulting May 2015 - Present
Guardsmark October 2012 - April 2015
T-Mobile June 2012 - October 2012
Northwestern Mutual July 2011 - January 2012
Seattle University October 2008 - June 2011
Skills
Access, Management, Microsoft Excel, SQL, Customer Service, Program Management, Leadership, Project Management, Cross-functional Team..., Process Improvement, Strategic Planning, Team Leadership, Forecasting, Data Analysis, Analysis
Education
Seattle University 2008 — 2012
Finance and Economics, Finance, General
Seattle University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration, Finance
Kevin Schmitz Kevin Schmitz's Northwestern Mutual Experience January 2010 - May 2011
Job Outside Medical Sales Representative at Synergy Sleep & Respiratory
Industry Medical Devices
Experience
Synergy Sleep & Respiratory January 2013 - Present
Worldwide Express September 2011 - September 2012
Northwestern Mutual January 2010 - May 2011
Skills
Cold Calling, Consultative Selling, Sales Presentations, Account Management, Insurance, Phone calls, Logistics, Medical Devices, Durable Medical..., Sales Process, Selling, Pharmaceutical process, Quality Patient Care, Sales, Salesforce.com, Direct Sales, Awesomeness, Marketing, Healthcare, Sales Management, Sales Operations, Strategic Planning, Customer Service, Leadership
Education
California state university- Channel Islands 2010 — 2012
Bachelor of Arts
Santa Barbara City College 2008 — 2010
Associates, Speech Communication and Rhetoric
Synergy Sleep & Respiratory January 2013 - Present
Worldwide Express September 2011 - September 2012
Northwestern Mutual January 2010 - May 2011
Skills
Cold Calling, Consultative Selling, Sales Presentations, Account Management, Insurance, Phone calls, Logistics, Medical Devices, Durable Medical..., Sales Process, Selling, Pharmaceutical process, Quality Patient Care, Sales, Salesforce.com, Direct Sales, Awesomeness, Marketing, Healthcare, Sales Management, Sales Operations, Strategic Planning, Customer Service, Leadership
Education
California state university- Channel Islands 2010 — 2012
Bachelor of Arts
Santa Barbara City College 2008 — 2010
Associates, Speech Communication and Rhetoric
Zackery Allen Zackery Allen's Northwestern Mutual Experience May 2014 - September 2014
Job Finance, Budgets and Risk Assessment Manager at GLOBE (St. John's University)
Industry Financial Services
Experience
GLOBE (St. John's University) January 2015 - May 2015
Irish Legal 100 September 2014 - December 2014
Northwestern Mutual May 2014 - September 2014
Skills
Teamwork, Finance, Sales, Customer Service, Time Management, Financial Analysis, Leadership, Public Speaking, Strategic Financial..., Microsoft Excel, Management, Outlook, PowerPoint, Investments, Microsoft Office, Analysis, Risk Management, Business Development, Marketing, Economics, Entrepreneurship, Budgets, Critical Thinking, Term Life Insurance, Microsoft Word, Life Insurance, Research, Negotiation, Project Planning, Leadership Development, Access, Team Leadership, Analytics, Team Building, Operations Management, Business Analysis, Customer Satisfaction, Coaching, Process Improvement, Business Planning, Telephone Skills, Financial Modeling, Sales Management, Spreadsheets, Account Management, Project Management, Business, Insurance, New Business Development, Marketing Strategy
Education
St. John's University 2013 — 2016
Bachelor of Science (B.S.), Business Management and Operations, 3.98/4.0, Junior
Santa Rosa Junior College 2011 — 2013
General Studies
GLOBE (St. John's University) January 2015 - May 2015
Irish Legal 100 September 2014 - December 2014
Northwestern Mutual May 2014 - September 2014
Skills
Teamwork, Finance, Sales, Customer Service, Time Management, Financial Analysis, Leadership, Public Speaking, Strategic Financial..., Microsoft Excel, Management, Outlook, PowerPoint, Investments, Microsoft Office, Analysis, Risk Management, Business Development, Marketing, Economics, Entrepreneurship, Budgets, Critical Thinking, Term Life Insurance, Microsoft Word, Life Insurance, Research, Negotiation, Project Planning, Leadership Development, Access, Team Leadership, Analytics, Team Building, Operations Management, Business Analysis, Customer Satisfaction, Coaching, Process Improvement, Business Planning, Telephone Skills, Financial Modeling, Sales Management, Spreadsheets, Account Management, Project Management, Business, Insurance, New Business Development, Marketing Strategy
Education
St. John's University 2013 — 2016
Bachelor of Science (B.S.), Business Management and Operations, 3.98/4.0, Junior
Santa Rosa Junior College 2011 — 2013
General Studies
Rita Ilyaguyeva Rita Ilyaguyeva's Northwestern Mutual Experience November 2014 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2014 - Present
Northwestern Mutual June 2014 - November 2014
Bear Data Solutions March 2013 - June 2014
Heald College August 2012 - March 2013
San Francisco State University January 2011 - August 2012
Skills
Customer Service, NSLDS, Student Loans, Supervisory Skills, CampusVue, Strategic Thinking, Cash Handling, Millenium, Microsoft Office, Accurint, ImageNow, Loans, Cash Flow, Accounting, Outlook, Credit, Microsoft Excel, Leadership, Social Networking, Event Planning, Sales, PowerPoint, Social Media, Management, Marketing, Microsoft Word, Time Management
Education
San Francisco State University 2007 — 2012
Bachelor's degree, Criminal Justice and Corrections
Northwestern Mutual November 2014 - Present
Northwestern Mutual June 2014 - November 2014
Bear Data Solutions March 2013 - June 2014
Heald College August 2012 - March 2013
San Francisco State University January 2011 - August 2012
Skills
Customer Service, NSLDS, Student Loans, Supervisory Skills, CampusVue, Strategic Thinking, Cash Handling, Millenium, Microsoft Office, Accurint, ImageNow, Loans, Cash Flow, Accounting, Outlook, Credit, Microsoft Excel, Leadership, Social Networking, Event Planning, Sales, PowerPoint, Social Media, Management, Marketing, Microsoft Word, Time Management
Education
San Francisco State University 2007 — 2012
Bachelor's degree, Criminal Justice and Corrections
Grant Chou's Northwestern Mutual Experience April 2014 - January 2015
Job Summer Associate at GSVlabs
Industry Financial Services
Experience
GSVlabs June 2015 - Present
Santa Clara University September 2013 - Present
Northwestern Mutual April 2014 - January 2015
Vastrm - Custom Tailored Polo Shirts July 2013 - August 2013
Thomas Chou, DMD June 2012 - July 2012
Skills
Agarose Gel..., iMovie, Google Docs, Peer Tutoring, Facebook, Leadership, Microsoft Word, Teamwork, Public Speaking, Social Media
Education
Santa Clara University 2013 — 2017
Sacred Heart Prep 2009 — 2013
GSVlabs June 2015 - Present
Santa Clara University September 2013 - Present
Northwestern Mutual April 2014 - January 2015
Vastrm - Custom Tailored Polo Shirts July 2013 - August 2013
Thomas Chou, DMD June 2012 - July 2012
Skills
Agarose Gel..., iMovie, Google Docs, Peer Tutoring, Facebook, Leadership, Microsoft Word, Teamwork, Public Speaking, Social Media
Education
Santa Clara University 2013 — 2017
Sacred Heart Prep 2009 — 2013
Emmanuel Estrada Emmanuel Estrada's Northwestern Mutual Experience January 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Element February 2011 - Present
Toyota November 2010 - January 2011
RadioShack November 2009 - June 2010
Nike November 2007 - September 2009
Abercrombie & Fitch October 2008 - February 2009
Skills
Hotels, Tourism, Hospitality, Travel Management, Business Travel, Hotel Booking, Event Management, Customer Service, Hospitality Industry, Event Planning, Sabre, Meeting Planning, Hospitality Management, Revenue Analysis, Hotel Management, Leisure Travel, Meeting Scheduling, Travel Planning, Sales, Leisure, Online Travel, Management, Sales Management, Customer Satisfaction, Reservation, Account Management, Marketing, Spanish, Market Planning, Social Media Marketing, CRM, Online Advertising, Marketing Strategy, Luxury Lifestyle, Airlines, Restaurants, Adventure Travel, Catering, Rooms Division, Tour Operators, Food, Cruises, Front Office, Resorts
Education
Waukegan High School 2006 — 2010
High School Diploma
Santa Monica College
Northwestern Mutual January 2015 - Present
Element February 2011 - Present
Toyota November 2010 - January 2011
RadioShack November 2009 - June 2010
Nike November 2007 - September 2009
Abercrombie & Fitch October 2008 - February 2009
Skills
Hotels, Tourism, Hospitality, Travel Management, Business Travel, Hotel Booking, Event Management, Customer Service, Hospitality Industry, Event Planning, Sabre, Meeting Planning, Hospitality Management, Revenue Analysis, Hotel Management, Leisure Travel, Meeting Scheduling, Travel Planning, Sales, Leisure, Online Travel, Management, Sales Management, Customer Satisfaction, Reservation, Account Management, Marketing, Spanish, Market Planning, Social Media Marketing, CRM, Online Advertising, Marketing Strategy, Luxury Lifestyle, Airlines, Restaurants, Adventure Travel, Catering, Rooms Division, Tour Operators, Food, Cruises, Front Office, Resorts
Education
Waukegan High School 2006 — 2010
High School Diploma
Santa Monica College
Nathan Woznicki Nathan Woznicki's Northwestern Mutual Experience April 2012 - December 2012
Job Staff Accountant at Meloni Hribal Tratner
Industry Financial Services
Experience
Meloni Hribal Tratner July 2013 - Present
Pioneer Human Services December 2012 - June 2013
Northwestern Mutual April 2012 - December 2012
MassMutual Financial Group June 2011 - June 2012
Seattle Space Needle March 2011 - October 2011
Seattle Pacific University Catering September 2010 - April 2011
Concordia University May 2009 - August 2009
Yorba Linda Country Club September 2006 - July 2009
Skills
Customer Service, Entrepreneur, Money Management, Analysis, Word, Stock Market, Knowledge of GAAP, Social Networking
Education
Seattle Pacific University 2010 — 2013
Bachelor of Arts, Accounting, Senior
Concordia University Irvine 2009 — 2010
Meloni Hribal Tratner July 2013 - Present
Pioneer Human Services December 2012 - June 2013
Northwestern Mutual April 2012 - December 2012
MassMutual Financial Group June 2011 - June 2012
Seattle Space Needle March 2011 - October 2011
Seattle Pacific University Catering September 2010 - April 2011
Concordia University May 2009 - August 2009
Yorba Linda Country Club September 2006 - July 2009
Skills
Customer Service, Entrepreneur, Money Management, Analysis, Word, Stock Market, Knowledge of GAAP, Social Networking
Education
Seattle Pacific University 2010 — 2013
Bachelor of Arts, Accounting, Senior
Concordia University Irvine 2009 — 2010
Tyler Meditz's Northwestern Mutual Experience July 2014 - Present
Job Student at Santa Clara University
Industry Financial Services
Experience
Santa Clara University October 2014 - Present
Northwestern Mutual July 2014 - Present
Skills
Social Networking, Social Media, Social Media Marketing, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Microsoft Word, Photoshop, Research, English
Education
Santa Clara University 2013 — 2017
Finance, General
Santa Clara University October 2014 - Present
Northwestern Mutual July 2014 - Present
Skills
Social Networking, Social Media, Social Media Marketing, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Microsoft Word, Photoshop, Research, English
Education
Santa Clara University 2013 — 2017
Finance, General
Marcus Brutoco Marcus Brutoco's Northwestern Mutual Experience July 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2014 - Present
Patton Investments June 2013 - November 2013
Vivere Foundation January 2012 - June 2013
Malcolm & Cisneros: A Law Corporation September 2010 - December 2011
Aladdin Bail Bonds September 2008 - August 2009
iBank.com December 2006 - August 2007
Skills
Financial Planning, Life Insurance, Annuities, Spanish, Microsoft Excel, Fundraising, Business Development, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, QuickBooks, General Ledger, Outlook, Customer Service, Bloomberg, CRM databases, Financial Services, Communication Skills, Legal Research, Financial Accounting, Surety Bonds, Italian
Education
University of Notre Dame 2002 — 2006
B.A., Art History; Technology, Business & Society
Supplemental Education via Online OpenCourseWare
Economics, Finance, Management
Marco Forester
Marco Forester
Santa Clara University School of Law
Santa Margarita
Northwestern Mutual July 2014 - Present
Patton Investments June 2013 - November 2013
Vivere Foundation January 2012 - June 2013
Malcolm & Cisneros: A Law Corporation September 2010 - December 2011
Aladdin Bail Bonds September 2008 - August 2009
iBank.com December 2006 - August 2007
Skills
Financial Planning, Life Insurance, Annuities, Spanish, Microsoft Excel, Fundraising, Business Development, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, QuickBooks, General Ledger, Outlook, Customer Service, Bloomberg, CRM databases, Financial Services, Communication Skills, Legal Research, Financial Accounting, Surety Bonds, Italian
Education
University of Notre Dame 2002 — 2006
B.A., Art History; Technology, Business & Society
Supplemental Education via Online OpenCourseWare
Economics, Finance, Management
Marco Forester
Marco Forester
Santa Clara University School of Law
Santa Margarita
Jerome Burton Jerome Burton's Northwestern Mutual Experience January 2013 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2013 - Present
Edward Jones July 2012 - October 2012
Barnes & Noble College September 2007 - August 2012
Santa Clara University 2007 - June 2012
MassMutual Financial Group June 2011 - July 2011
Macy's December 2006 - May 2007
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Commerce; Finance
Bellarmine College Preparatory 2003 — 2007
High School Diploma
Northwestern Mutual January 2013 - Present
Edward Jones July 2012 - October 2012
Barnes & Noble College September 2007 - August 2012
Santa Clara University 2007 - June 2012
MassMutual Financial Group June 2011 - July 2011
Macy's December 2006 - May 2007
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Commerce; Finance
Bellarmine College Preparatory 2003 — 2007
High School Diploma
Jean Yu Jean Yu's Northwestern Mutual Experience March 2012 - May 2012
Job Associate Pricing Analyst at PhysioControl, Inc.
Industry Financial Services
Experience
Physio-Control, Inc. February 2014 - Present
Kevin Wilhelm July 2013 - December 2013
Avitech International Corporation May 2013 - July 2013
Evergreen Healthcare June 2012 - September 2012
Northwestern Mutual March 2012 - May 2012
Skills
Social Media, Microsoft Office, Facebook, Public Speaking, Research, Team Leadership, Financial Analysis, Business Development, Corporate Finance, Analytics, Teamwork, Business Planning, Microsoft Excel, Customer Service, Leadership
Education
Seattle University 2009 — 2013
BA, Finance and International Business
Physio-Control, Inc. February 2014 - Present
Kevin Wilhelm July 2013 - December 2013
Avitech International Corporation May 2013 - July 2013
Evergreen Healthcare June 2012 - September 2012
Northwestern Mutual March 2012 - May 2012
Skills
Social Media, Microsoft Office, Facebook, Public Speaking, Research, Team Leadership, Financial Analysis, Business Development, Corporate Finance, Analytics, Teamwork, Business Planning, Microsoft Excel, Customer Service, Leadership
Education
Seattle University 2009 — 2013
BA, Finance and International Business
Cory Mehl's Northwestern Mutual Experience July 2012 - October 2014
Job Business Development Associate at Drive Shop USA
Industry Marketing and Advertising
Experience
DriveShopUSA December 2014 - Present
Northwestern Mutual July 2012 - October 2014
Men's Golf Team Santa Clara University 2008 - 2012
Seattle Children's Hospital 2006 - 2007
The First Tee of Greater Seattle June 2006 - September 2006
Skills
Microsoft Office, Social Media, Event Planning, Microsoft Excel, Social Networking, PowerPoint, Public Speaking, Leadership, Customer Service, Marketing
Education
Santa Clara University 2008 — 2012
Bachelor of Business Administration - Leavey School of Business, Marketing
O'Dea High School 2004 — 2008
DriveShopUSA December 2014 - Present
Northwestern Mutual July 2012 - October 2014
Men's Golf Team Santa Clara University 2008 - 2012
Seattle Children's Hospital 2006 - 2007
The First Tee of Greater Seattle June 2006 - September 2006
Skills
Microsoft Office, Social Media, Event Planning, Microsoft Excel, Social Networking, PowerPoint, Public Speaking, Leadership, Customer Service, Marketing
Education
Santa Clara University 2008 — 2012
Bachelor of Business Administration - Leavey School of Business, Marketing
O'Dea High School 2004 — 2008
Kelsey Broadbent Kelsey Broadbent's Northwestern Mutual Experience May 2008 - August 2008
Job ESE Teacher at Orange County Public Schools
Industry Retail
Experience
Orange County Public Schools August 2013 - Present
Bloomingdales October 2011 - Present
Camp Laurel South May 2011 - August 2011
Buchholz High School August 2010 - May 2011
Solstice Sunglass Boutique November 2009 - August 2010
Buckle April 2007 - November 2009
Northwestern Mutual May 2008 - August 2008
Skills
Outside Sales, Business Networking, Customer Relations
Education
Santa Fe Community College 2010 — 2011
Educator Certificate, Education, A
University of Florida - Warrington College Of Business 2007 — 2009
Bachelors, Marketing
Santa Fe College 2005 — 2007
Associates, Business
Orange County Public Schools August 2013 - Present
Bloomingdales October 2011 - Present
Camp Laurel South May 2011 - August 2011
Buchholz High School August 2010 - May 2011
Solstice Sunglass Boutique November 2009 - August 2010
Buckle April 2007 - November 2009
Northwestern Mutual May 2008 - August 2008
Skills
Outside Sales, Business Networking, Customer Relations
Education
Santa Fe Community College 2010 — 2011
Educator Certificate, Education, A
University of Florida - Warrington College Of Business 2007 — 2009
Bachelors, Marketing
Santa Fe College 2005 — 2007
Associates, Business
Britany Lueras's Northwestern Mutual Experience February 2013 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2013 - Present
Gilly Hicks September 2010 - February 2013
Reader's Digest October 2008 - December 2009
Skills
Copy Editing, Visual Merchandising, Store Management, Project Management, Customer Service, Standards Compliance, Editing, Merchandising, Retail, Proofreading, Blogging, Social Media, InDesign, Fashion, Facebook, Illustrator, PowerPoint, Social Networking, Microsoft Office, Editorial, Marketing
Education
San Francisco State University 2004 — 2009
B.A., Journalism
Glendale Community College
Maketing, Business
Northwestern Mutual February 2013 - Present
Gilly Hicks September 2010 - February 2013
Reader's Digest October 2008 - December 2009
Skills
Copy Editing, Visual Merchandising, Store Management, Project Management, Customer Service, Standards Compliance, Editing, Merchandising, Retail, Proofreading, Blogging, Social Media, InDesign, Fashion, Facebook, Illustrator, PowerPoint, Social Networking, Microsoft Office, Editorial, Marketing
Education
San Francisco State University 2004 — 2009
B.A., Journalism
Glendale Community College
Maketing, Business
Jason Kalman Jason Kalman's Northwestern Mutual Experience May 2006 - July 2006
Job Account Manager at Hays Companies
Industry Insurance
Experience
Hays Companies February 2012 - September 2015
Brady Corporation June 2011 - February 2012
Stefan's Soccer Supply July 2006 - June 2011
Northwestern Mutual May 2006 - July 2006
Skills
Microsoft Excel, Outlook, Retail, Time Management, Insurance, Customer Service, Account Management, Employee Benefits, Microsoft Office, Recruiting, Leadership, Strategic Planning, Employee Relations, Marketing
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2007 — 2010
Bachelors, Business Marketing and Advertising
Scottsdale Community College 2004 — 2005
Brookfield Academy
Hays Companies February 2012 - September 2015
Brady Corporation June 2011 - February 2012
Stefan's Soccer Supply July 2006 - June 2011
Northwestern Mutual May 2006 - July 2006
Skills
Microsoft Excel, Outlook, Retail, Time Management, Insurance, Customer Service, Account Management, Employee Benefits, Microsoft Office, Recruiting, Leadership, Strategic Planning, Employee Relations, Marketing
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2007 — 2010
Bachelors, Business Marketing and Advertising
Scottsdale Community College 2004 — 2005
Brookfield Academy
David Eisenhauer, CFP®, CPA David Eisenhauer, CFP®, CPA's Northwestern Mutual Experience October 2009 - Present
Job Wealth Management Advisor
Industry Investment Management
Experience
Northwestern Mutual October 2009 - Present
PricewaterhouseCoopers LLP. September 2007 - October 2009
B&E Construction June 2000 - July 2007
Skills
Retirement Planning, Strategic Financial..., Retirement Plan..., Finance, Financial Analysis, Insurance, Certified Financial..., Wealth Management, Business Planning
Education
San Jose State University 2005 — 2007
Business, Accounting
Santa Rosa Junior College 2003 — 2005
AA
Rancho Cotate High School 1999 — 2003
Diploma
Northwestern Mutual October 2009 - Present
PricewaterhouseCoopers LLP. September 2007 - October 2009
B&E Construction June 2000 - July 2007
Skills
Retirement Planning, Strategic Financial..., Retirement Plan..., Finance, Financial Analysis, Insurance, Certified Financial..., Wealth Management, Business Planning
Education
San Jose State University 2005 — 2007
Business, Accounting
Santa Rosa Junior College 2003 — 2005
AA
Rancho Cotate High School 1999 — 2003
Diploma
Joshua Mambre Joshua Mambre's Northwestern Mutual Experience 2013 - 2013
Job Financial Representative
Industry Business Supplies and Equipment
Experience
Northwestern Mutual 2013 - 2013
Jack In The December 2008 - January 2010
Marriott Hotel January 2006 - May 2008
US Army August 2000 - August 2005
Skills
Leadership
Education
Seattle Pacific University 2010 — 2013
BA, Business Administration
Seattle Pacific University
Bachelor of Arts, Business Administration, management focus
Northwestern Mutual 2013 - 2013
Jack In The December 2008 - January 2010
Marriott Hotel January 2006 - May 2008
US Army August 2000 - August 2005
Skills
Leadership
Education
Seattle Pacific University 2010 — 2013
BA, Business Administration
Seattle Pacific University
Bachelor of Arts, Business Administration, management focus
Edward Mehren III, CFP® Edward Mehren III, CFP®'s Northwestern Mutual Experience February 2008 - January 2013
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2008 - January 2013
Cushman & Wakefield February 2007 - February 2008
U.S. House of Representatives January 2006 - March 2006
Education
UC Santa Barbara 2004 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Santa Barbara City College 2002 — 2004
Political Science and Government
Loyola High School of Los Angeles 1997 — 2001
Northwestern Mutual February 2008 - January 2013
Cushman & Wakefield February 2007 - February 2008
U.S. House of Representatives January 2006 - March 2006
Education
UC Santa Barbara 2004 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Santa Barbara City College 2002 — 2004
Political Science and Government
Loyola High School of Los Angeles 1997 — 2001
Sarah (Eddy) Corbin's Northwestern Mutual Experience October 2014 - Present
Job Office Coordinator at Northwestern Mutual
Industry Human Resources
Experience
Northwestern Mutual October 2014 - Present
Quality Thermal September 2012 - March 2015
AAA Employment May 2012 - September 2012
Heartfelt Homes, Inc January 2005 - June 2008
Skills
Performance Management, Recruiting, Employee Relations, Human Resources, Talent Management, Organizational..., Coaching, Talent Acquisition, Employee Engagement, Leadership Development, Change Management, Onboarding, Customer Service, Training, HR Consulting
Education
University of South Florida 2003 — 2005
Bachelor of Arts (B.A.), Psychology
Santa Fe Community College 2001 — 2003
Associate of Arts (A.A.), Psychology
Northwestern Mutual October 2014 - Present
Quality Thermal September 2012 - March 2015
AAA Employment May 2012 - September 2012
Heartfelt Homes, Inc January 2005 - June 2008
Skills
Performance Management, Recruiting, Employee Relations, Human Resources, Talent Management, Organizational..., Coaching, Talent Acquisition, Employee Engagement, Leadership Development, Change Management, Onboarding, Customer Service, Training, HR Consulting
Education
University of South Florida 2003 — 2005
Bachelor of Arts (B.A.), Psychology
Santa Fe Community College 2001 — 2003
Associate of Arts (A.A.), Psychology
Jennifer Easton's Northwestern Mutual Experience October 2012 - Present
Job Internship Development Officer at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2012 - Present
Bloomingdales November 2007 - November 2012
Bloomingdale's January 2007 - October 2012
RJ Easton June 2005 - November 2007
RJ EASTON LTD 2004 - 2006
RJ EASTON LTD 2004 - 2006
YOGURT DELETE January 2001 - January 2004
Skills
Sales Management, Customer Service, Strategy, Marketing, Social Networking, Advertising, Management, Event Planning, Event Management, Sales, Trade Shows, Fundraising, Microsoft Excel, Leadership, Microsoft Office
Education
San Francisco State University 2002 — 2006
Bachelor's Degree, Organizational Communication
Northwestern Mutual October 2012 - Present
Bloomingdales November 2007 - November 2012
Bloomingdale's January 2007 - October 2012
RJ Easton June 2005 - November 2007
RJ EASTON LTD 2004 - 2006
RJ EASTON LTD 2004 - 2006
YOGURT DELETE January 2001 - January 2004
Skills
Sales Management, Customer Service, Strategy, Marketing, Social Networking, Advertising, Management, Event Planning, Event Management, Sales, Trade Shows, Fundraising, Microsoft Excel, Leadership, Microsoft Office
Education
San Francisco State University 2002 — 2006
Bachelor's Degree, Organizational Communication
Marcus He Marcus He's Northwestern Mutual Experience September 2013 - May 2014
Job Associate Buyer/ Associate Vendor Manager at AmazonWomens Designer Shoes
Industry Marketing and Advertising
Experience
Amazon February 2015 - Present
Amazon October 2014 - January 2015
Seattle University February 2012 - June 2014
Northwestern Mutual September 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Public Speaking, Customer Service, Leadership, Management, Time Management
Education
Seattle University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Seattle University 2010 — 2014
Bachelor of Arts in Business Administration (Marketing), Marketing
Amazon February 2015 - Present
Amazon October 2014 - January 2015
Seattle University February 2012 - June 2014
Northwestern Mutual September 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Public Speaking, Customer Service, Leadership, Management, Time Management
Education
Seattle University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Seattle University 2010 — 2014
Bachelor of Arts in Business Administration (Marketing), Marketing
Kyle Lusk's Northwestern Mutual Experience June 2012 - September 2014
Job Associate Financial Representative at Northwestern Mutual
Industry Higher Education
Experience
Northwestern Mutual June 2012 - September 2014
Titan Financial Associates July 2010 - September 2011
Starbucks February 2011 - August 2011
Urban Involvement: Seattle Pacific University September 2008 - June 2010
Seattle Pacific University January 2007 - June 2010
Skills
Leadership, Marketing, Management, Project Management, Financial Analysis, Budgets, Time Management, Public Speaking, Customer Service, Admissions, Team Leadership, Teamwork, Oral Communication, Written Communication, Organizational Skills, Mentoring, Event Planning, Events Coordination, Event Management, Logistics, Analytical Skills, Analytic Problem Solving, Collaborative Problem..., Business Strategy, Business Operations, Business Process..., Productivity Improvement, Technology Process..., Information Technology, Information Technology..., Information Systems, Data Analysis, Account Management, CRM, Microsoft Access, Microsoft Dynamics, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Outlook, Microsoft SQL Server, Investments, Life Insurance, Retirement Planning, College Savings Plans, Mutual Funds, Stocks, Disability Insurance, Long Term Care Insurance, Annuities
Education
Seattle Pacific University 2006 — 2010
Bachelor of Arts (B.A.), Business Administration, magna cum laude
Northwestern Mutual June 2012 - September 2014
Titan Financial Associates July 2010 - September 2011
Starbucks February 2011 - August 2011
Urban Involvement: Seattle Pacific University September 2008 - June 2010
Seattle Pacific University January 2007 - June 2010
Skills
Leadership, Marketing, Management, Project Management, Financial Analysis, Budgets, Time Management, Public Speaking, Customer Service, Admissions, Team Leadership, Teamwork, Oral Communication, Written Communication, Organizational Skills, Mentoring, Event Planning, Events Coordination, Event Management, Logistics, Analytical Skills, Analytic Problem Solving, Collaborative Problem..., Business Strategy, Business Operations, Business Process..., Productivity Improvement, Technology Process..., Information Technology, Information Technology..., Information Systems, Data Analysis, Account Management, CRM, Microsoft Access, Microsoft Dynamics, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Outlook, Microsoft SQL Server, Investments, Life Insurance, Retirement Planning, College Savings Plans, Mutual Funds, Stocks, Disability Insurance, Long Term Care Insurance, Annuities
Education
Seattle Pacific University 2006 — 2010
Bachelor of Arts (B.A.), Business Administration, magna cum laude
Soledad Jean-Pierre's Northwestern Mutual Experience January 2014 - September 2014
Job Extended Care Director at St. Hilary School
Industry Financial Services
Experience
St. Hilary School October 2014 - Present
Northwestern Mutual January 2014 - September 2014
Junior Achievement of Silicon Valley & Monterey Bay, Inc. October 2013 - January 2014
hopeUP January 2012 - June 2012
Skills
Social Networking, OS X, PowerPoint, Microsoft Excel, Microsoft Office, Photoshop, Access, Communication, Strategic Planning, Customer Service, Research, Salesforce.com, Marketing
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science in Commerce, Finance, General
St. Hilary School October 2014 - Present
Northwestern Mutual January 2014 - September 2014
Junior Achievement of Silicon Valley & Monterey Bay, Inc. October 2013 - January 2014
hopeUP January 2012 - June 2012
Skills
Social Networking, OS X, PowerPoint, Microsoft Excel, Microsoft Office, Photoshop, Access, Communication, Strategic Planning, Customer Service, Research, Salesforce.com, Marketing
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science in Commerce, Finance, General
Christine Alba Christine Alba's Northwestern Mutual Experience July 2013 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2013 - Present
Amazon January 2012 - June 2013
AT&T January 2011 - January 2012
Skills
Personal Financial..., Strategic Financial..., Investments, Portfolio Management, Financial Services, Personal Finance, Asset Allocation, Insurance, Securities, Relationship Management, Investment Strategies, Life Insurance
Education
Seattle University 2005 — 2009
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Northwestern Mutual July 2013 - Present
Amazon January 2012 - June 2013
AT&T January 2011 - January 2012
Skills
Personal Financial..., Strategic Financial..., Investments, Portfolio Management, Financial Services, Personal Finance, Asset Allocation, Insurance, Securities, Relationship Management, Investment Strategies, Life Insurance
Education
Seattle University 2005 — 2009
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Mark Kuppenbender Mark Kuppenbender's Northwestern Mutual Experience June 2013 - September 2013
Job Scientific Recruiter at Bayside Solutions
Industry
Experience
Bayside Solutions July 2015 - Present
Santa Clara University September 2012 - June 2015
The Law Office of Herbert T. Patty January 2014 - June 2014
Northwestern Mutual June 2013 - September 2013
Raley's June 2013 - August 2013
Skills
Leadership, Sales, Customer Service, Recruiting, Interpersonal..., Legal Research, Microsoft Office, Online Research, Economics, Blogging, Event Planning, Time Management, Microsoft Excel
Education
Santa Clara University 2011 — 2015
Political Science w/ Pre-Law and Economics
Jesuit High School 2007 — 2011
High School Diploma
Bayside Solutions July 2015 - Present
Santa Clara University September 2012 - June 2015
The Law Office of Herbert T. Patty January 2014 - June 2014
Northwestern Mutual June 2013 - September 2013
Raley's June 2013 - August 2013
Skills
Leadership, Sales, Customer Service, Recruiting, Interpersonal..., Legal Research, Microsoft Office, Online Research, Economics, Blogging, Event Planning, Time Management, Microsoft Excel
Education
Santa Clara University 2011 — 2015
Political Science w/ Pre-Law and Economics
Jesuit High School 2007 — 2011
High School Diploma
Michael Broderick Michael Broderick's Northwestern Mutual Experience November 2013 - November 2014
Job Marketing Associate at CAPTRUST
Industry Financial Services
Experience
CAPTRUST October 2015 - Present
State Farm November 2014 - October 2015
Northwestern Mutual November 2013 - November 2014
Farm Family Insurance Companies December 2011 - September 2014
Brooks Brothers January 2008 - July 2012
Skills
Management, Insurance, Life Insurance, Customer Service, Fixed Annuities, Finance, Property & Casualty..., Retirement Planning, Sales Management, Disability Insurance, Financial Planning, Strategic Financial..., Underwriting, Sales, Strategic Planning, Microsoft Excel, Direct Sales, Sales Operations
Education
SUNY Adirondack
Business Administration and Management, General
Santa Barbara City College
Communication and Media Studies
CAPTRUST October 2015 - Present
State Farm November 2014 - October 2015
Northwestern Mutual November 2013 - November 2014
Farm Family Insurance Companies December 2011 - September 2014
Brooks Brothers January 2008 - July 2012
Skills
Management, Insurance, Life Insurance, Customer Service, Fixed Annuities, Finance, Property & Casualty..., Retirement Planning, Sales Management, Disability Insurance, Financial Planning, Strategic Financial..., Underwriting, Sales, Strategic Planning, Microsoft Excel, Direct Sales, Sales Operations
Education
SUNY Adirondack
Business Administration and Management, General
Santa Barbara City College
Communication and Media Studies
Daniel Verburg's Northwestern Mutual Experience May 2014 - December 2014
Job Accounting Student at Seattle University
Industry Accounting
Experience
Amazon December 2014 - June 2015
Northwestern Mutual May 2014 - December 2014
Muscular Dystrophy Association July 2013 - July 2013
Skills
Accounting, Leadership, Finance, Analysis, Time Management, Microsoft Word, Microsoft Excel, Customer Service, Financial Analysis
Education
Seattle University 2013 — 2017
Bachelor's Degree, Accounting, Sophomore
Amazon December 2014 - June 2015
Northwestern Mutual May 2014 - December 2014
Muscular Dystrophy Association July 2013 - July 2013
Skills
Accounting, Leadership, Finance, Analysis, Time Management, Microsoft Word, Microsoft Excel, Customer Service, Financial Analysis
Education
Seattle University 2013 — 2017
Bachelor's Degree, Accounting, Sophomore
Richard Walls Richard Walls's Northwestern Mutual Experience May 2010 - May 2011
Job Product Manager
Industry Consumer Electronics
Experience
Dell February 2014 - Present
Dell February 2012 - January 2014
The University of Texas at Austin August 2011 - December 2011
Northwestern Mutual May 2010 - May 2011
Skills
Spanish, Brand Management, Marketing, Public Speaking, Event Planning, Facebook, Social Media, Social Media Marketing, PowerPoint, Sales, Microsoft Excel, Public Relations, Microsoft Office, Fitness Training, personal training, nutrition, blogging, Customer Service, Small Business, Nutrition, Personal Training, Blogging, Leadership, Product Management, Management, Solution Selling
Education
The University of Texas at Austin 2008 — 2011
BBA, Marketing, 3.5 GPA
San Jacinto College
Dell February 2014 - Present
Dell February 2012 - January 2014
The University of Texas at Austin August 2011 - December 2011
Northwestern Mutual May 2010 - May 2011
Skills
Spanish, Brand Management, Marketing, Public Speaking, Event Planning, Facebook, Social Media, Social Media Marketing, PowerPoint, Sales, Microsoft Excel, Public Relations, Microsoft Office, Fitness Training, personal training, nutrition, blogging, Customer Service, Small Business, Nutrition, Personal Training, Blogging, Leadership, Product Management, Management, Solution Selling
Education
The University of Texas at Austin 2008 — 2011
BBA, Marketing, 3.5 GPA
San Jacinto College
Mitchell Hickey Mitchell Hickey's Northwestern Mutual Experience 2012 - May 2015
Job Associate Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2015 - Present
Entreprenoma August 2014 - May 2015
Northwestern Mutual 2012 - May 2015
Education
Sonoma State University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Financial Management
Santa Rosa Junior College 2009 — 2012
Associate's Degree Business Adminstration, Business Administration, Management and Operations
San Marin High School
Oppenheimer & Co. Inc. July 2015 - Present
Entreprenoma August 2014 - May 2015
Northwestern Mutual 2012 - May 2015
Education
Sonoma State University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Financial Management
Santa Rosa Junior College 2009 — 2012
Associate's Degree Business Adminstration, Business Administration, Management and Operations
San Marin High School
Katie Buttitta's Northwestern Mutual Experience June 2012 - January 2013
Job Data Analyst at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management July 2015 - Present
Russell Investments June 2014 - June 2015
Seattle University American Marketing Association May 2014 - June 2015
Russell Investments December 2013 - June 2014
Seattle University Albers Placement Center September 2011 - December 2013
Northwestern Mutual June 2012 - January 2013
Skills
Microsoft Excel, Inter-personal Relation..., Customer Service, Time Management, Attention To Detail, Eye for Design, Access, PowerPoint, Microsoft Office, Customer Relations, Microsoft Word, Finance, Accounting, Independent, Efficient, Photoshop, Eloqua, Visio, Leadership, Social Media, Event Planning, Management, Teamwork, Public Speaking, Marketing, Social Networking
Education
Seattle University 2011 — 2015
Bachelor of Arts; 2015, Business Administration; Finance and International Business, 3.85
Lazard Asset Management July 2015 - Present
Russell Investments June 2014 - June 2015
Seattle University American Marketing Association May 2014 - June 2015
Russell Investments December 2013 - June 2014
Seattle University Albers Placement Center September 2011 - December 2013
Northwestern Mutual June 2012 - January 2013
Skills
Microsoft Excel, Inter-personal Relation..., Customer Service, Time Management, Attention To Detail, Eye for Design, Access, PowerPoint, Microsoft Office, Customer Relations, Microsoft Word, Finance, Accounting, Independent, Efficient, Photoshop, Eloqua, Visio, Leadership, Social Media, Event Planning, Management, Teamwork, Public Speaking, Marketing, Social Networking
Education
Seattle University 2011 — 2015
Bachelor of Arts; 2015, Business Administration; Finance and International Business, 3.85
Garret La Haye Garret La Haye's Northwestern Mutual Experience May 2013 - May 2014
Job .
Industry Financial Services
Experience
Northwestern Mutual May 2013 - May 2014
Steven Ray Construction (SRC) June 2009 - May 2013
The Woodman Lodge June 2008 - September 2011
Skills
Finance, Insurance, Retirement Planning, Strategic Financial..., Long Term Care Insurance, Disability Insurance, Life Insurance, Financial Analysis, 401k, College Savings Plans, Financial Services, Financial Goals, Wealth Accumulation, High Net Worth...
Education
Seattle University 2009 — 2013
B.A in Business Administration (BBA), Finance; minor in Entrepreneurship & Innovation
University of San Francisco 2008 — 2009
Bachelor of Business Administration (B.B.A.), Business Admin./ Finance
Northwestern Mutual May 2013 - May 2014
Steven Ray Construction (SRC) June 2009 - May 2013
The Woodman Lodge June 2008 - September 2011
Skills
Finance, Insurance, Retirement Planning, Strategic Financial..., Long Term Care Insurance, Disability Insurance, Life Insurance, Financial Analysis, 401k, College Savings Plans, Financial Services, Financial Goals, Wealth Accumulation, High Net Worth...
Education
Seattle University 2009 — 2013
B.A in Business Administration (BBA), Finance; minor in Entrepreneurship & Innovation
University of San Francisco 2008 — 2009
Bachelor of Business Administration (B.B.A.), Business Admin./ Finance
Craig Jarrell's Northwestern Mutual Experience July 2014 - March 2015
Job Creating innovative solutions and practices through Maxus Healthcare
Industry Medical Devices
Experience
Maxus Healthcare March 2015 - Present
ACN August 2013 - Present
Northwestern Mutual July 2014 - March 2015
Skills
Microsoft Excel, Microsoft Office, Customer Service, Social Media, PowerPoint, Public Speaking, Event Planning, Microsoft Word, Social Networking, Leadership, Time Management, Critical Thinking, Research, Public Relations, Community Outreach, Marketing, Outlook, Teamwork, Sales
Education
Savannah State University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Maxus Healthcare March 2015 - Present
ACN August 2013 - Present
Northwestern Mutual July 2014 - March 2015
Skills
Microsoft Excel, Microsoft Office, Customer Service, Social Media, PowerPoint, Public Speaking, Event Planning, Microsoft Word, Social Networking, Leadership, Time Management, Critical Thinking, Research, Public Relations, Community Outreach, Marketing, Outlook, Teamwork, Sales
Education
Savannah State University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Tiffany J. Lewis Tiffany J. Lewis's Northwestern Mutual Experience November 1989 - August 1996
Job Executive Assistant to the President at Professional Examination Service
Industry Nonprofit Organization Management
Experience
Professional Examination Service January 2007 - Present
Jack Morton Worldwide August 2005 - October 2006
Harvey Construction Corporation of NH September 1996 - June 2005
Harvey Construction Corporation of NH September 1996 - June 2005
Harvey Construction Corporation of NH September 1996 - June 2005
Northwestern Mutual November 1989 - August 1996
Northwestern Mutual November 1989 - August 1996
Skills
Event Management, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Social Media, Microsoft Word, Outlook, Research, Administrative..., Community Outreach, Public Relations, Editing, Proofreading, Fundraising, Event Planning, Nonprofits, Training, Newsletters
Education
University of New Hampshire 1985 — 1989
Bachelor's degree, Communication and Media Studies, 3.07
San Diego State University-California State University 1988 — 1988
Manchester Memorial High School - Manchester, NH 1982 — 1985
Hallsville Elementary School
Professional Examination Service January 2007 - Present
Jack Morton Worldwide August 2005 - October 2006
Harvey Construction Corporation of NH September 1996 - June 2005
Harvey Construction Corporation of NH September 1996 - June 2005
Harvey Construction Corporation of NH September 1996 - June 2005
Northwestern Mutual November 1989 - August 1996
Northwestern Mutual November 1989 - August 1996
Skills
Event Management, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Social Media, Microsoft Word, Outlook, Research, Administrative..., Community Outreach, Public Relations, Editing, Proofreading, Fundraising, Event Planning, Nonprofits, Training, Newsletters
Education
University of New Hampshire 1985 — 1989
Bachelor's degree, Communication and Media Studies, 3.07
San Diego State University-California State University 1988 — 1988
Manchester Memorial High School - Manchester, NH 1982 — 1985
Hallsville Elementary School
Edward Burr, PMP Edward Burr, PMP's Northwestern Mutual Experience May 2010 - August 2011
Job SAP SCM GPT IT Team Member at Rockwell Automation
Industry Information Technology and Services
Experience
Rockwell Automation May 2012 - Present
Rockwell Automation May 2011 - May 2012
Northwestern Mutual May 2010 - August 2011
NationAir Aviation Insurance June 2007 - December 2008
US Navy December 1995 - October 2002
Skills
Visio, Software Documentation, Access, SAP, Business Process, Process Improvement, Testing, Training, Customer Service, Databases, Microsoft Office, Teamwork, Microsoft Word, SQL, Microsoft Excel, Security, Logistics, Visual Basic, SharePoint, SAP Implementation, SAP Logistics Execution, GTS, HP Quality Center, HP Service Manager, SolMan, PowerPoint, Public Speaking, Communication, Large Scale Deployments, Global Deployment, Project Management, SAP ERP, Management, Integration, ERP, Business Process..., Cross-functional Team...
Education
University of Wisconsin-Milwaukee 2009 — 2013
M.S; Masters, Management Information Systems; Business Administration
Seattle University 2004 — 2006
BA, Political Science
Colfax High School 1991 — 1995
High School Diploma
Rockwell Automation May 2012 - Present
Rockwell Automation May 2011 - May 2012
Northwestern Mutual May 2010 - August 2011
NationAir Aviation Insurance June 2007 - December 2008
US Navy December 1995 - October 2002
Skills
Visio, Software Documentation, Access, SAP, Business Process, Process Improvement, Testing, Training, Customer Service, Databases, Microsoft Office, Teamwork, Microsoft Word, SQL, Microsoft Excel, Security, Logistics, Visual Basic, SharePoint, SAP Implementation, SAP Logistics Execution, GTS, HP Quality Center, HP Service Manager, SolMan, PowerPoint, Public Speaking, Communication, Large Scale Deployments, Global Deployment, Project Management, SAP ERP, Management, Integration, ERP, Business Process..., Cross-functional Team...
Education
University of Wisconsin-Milwaukee 2009 — 2013
M.S; Masters, Management Information Systems; Business Administration
Seattle University 2004 — 2006
BA, Political Science
Colfax High School 1991 — 1995
High School Diploma
Matthew Weisman Matthew Weisman's Northwestern Mutual Experience May 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Panera Bread May 2014 - March 2015
Publix Super Markets July 2013 - September 2014
Applebee's August 2007 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Economics, Customer Service, Money Management, Time Management, Advertising, Sales, Leadership, Public Speaking, Teamwork, Management, Communication, Team Building, Team Leadership, Strategic Planning, Event Planning
Education
University of Florida 2012 — 2015
Bachelor of Science (B.S.), Agribusiness/Agricultural Business Operations
Santa Fe College 2010 — 2012
Associate of Arts (A.A.)
Northwestern Mutual May 2015 - Present
Panera Bread May 2014 - March 2015
Publix Super Markets July 2013 - September 2014
Applebee's August 2007 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Economics, Customer Service, Money Management, Time Management, Advertising, Sales, Leadership, Public Speaking, Teamwork, Management, Communication, Team Building, Team Leadership, Strategic Planning, Event Planning
Education
University of Florida 2012 — 2015
Bachelor of Science (B.S.), Agribusiness/Agricultural Business Operations
Santa Fe College 2010 — 2012
Associate of Arts (A.A.)
Andrew Halsema Andrew Halsema's Northwestern Mutual Experience May 2014 - August 2014
Job Customer Services Representative
Industry Financial Services
Experience
Ford Motor Credit Company October 2014 - Present
Northwestern Mutual May 2014 - August 2014
Best Buy May 2013 - June 2014
North Florida Retirement Village, Inc December 2009 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Time Management, Event Planning
Education
University of South Florida 2011 — 2014
Bachelor of Science (BS), Business Management
Santa Fe College 2009 — 2011
Associate of Arts (AA)
Ford Motor Credit Company October 2014 - Present
Northwestern Mutual May 2014 - August 2014
Best Buy May 2013 - June 2014
North Florida Retirement Village, Inc December 2009 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Time Management, Event Planning
Education
University of South Florida 2011 — 2014
Bachelor of Science (BS), Business Management
Santa Fe College 2009 — 2011
Associate of Arts (AA)
Patrick McGillivary Patrick McGillivary's Northwestern Mutual Experience June 1994 - July 2011
Job Chartered Federal Employee Benefits Consultant & Registered Federal Benefits Advisor
Industry Financial Services
Experience
MyFedBenefits 2014 - July 2015
Northwestern Mutual June 1994 - July 2011
Skills
Strategic Planning, Federal Employee..., Federal Employee..., Customer Service, Asset Protection, Personal Pensions, Retirement, Investments, Financial Analysis, Fixed Indexed Annuities, Fixed Annuities, Whole Life Insurance, Indexed Universal Life..., Permanent Life Insurance, Term Insurance, Life Legacy Planning, Business Protection..., New Business Development, Marketing Strategy, Marketing, Business Development, Sales, Leadership, Public Speaking, Budgets, Equity Indexed Annuities, Retirement Planning, Long Term Care Insurance, IRAs, Wealth Accumulation, Roth IRA, Life Insurance, Disability Insurance, 401k Rollovers, Indexed Annuities, Term Life Insurance, Insurance, Employee Benefits, Financial Planning, Long-term Care, Financial Services
Education
University of Dayton 1985 — 1988
Bachelor of Science (B.S.), Finance, General
Santa Barbara City College 1983 — 1985
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Wayne High School
Wayne High School
MyFedBenefits 2014 - July 2015
Northwestern Mutual June 1994 - July 2011
Skills
Strategic Planning, Federal Employee..., Federal Employee..., Customer Service, Asset Protection, Personal Pensions, Retirement, Investments, Financial Analysis, Fixed Indexed Annuities, Fixed Annuities, Whole Life Insurance, Indexed Universal Life..., Permanent Life Insurance, Term Insurance, Life Legacy Planning, Business Protection..., New Business Development, Marketing Strategy, Marketing, Business Development, Sales, Leadership, Public Speaking, Budgets, Equity Indexed Annuities, Retirement Planning, Long Term Care Insurance, IRAs, Wealth Accumulation, Roth IRA, Life Insurance, Disability Insurance, 401k Rollovers, Indexed Annuities, Term Life Insurance, Insurance, Employee Benefits, Financial Planning, Long-term Care, Financial Services
Education
University of Dayton 1985 — 1988
Bachelor of Science (B.S.), Finance, General
Santa Barbara City College 1983 — 1985
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Wayne High School
Wayne High School
Adam Ezzat Adam Ezzat's Northwestern Mutual Experience February 2014 - May 2014
Job Graduate Student at Saint Mary's College of California
Industry Financial Services
Experience
Saint Mary's College of California April 2015 - Present
Northwestern Mutual February 2014 - May 2014
Santa Clara University September 2008 - June 2013
Merrill Lynch, Berkeley, CA September 2012 - December 2012
Santa Clara University January 2011 - August 2012
Silicon Valley University June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Microsoft SQL Server, Management, Recruiting, Strategy, Marketing, Team Leadership, Research, SAP, Databases, Event Planning, Microsoft word,..., SQL Server 2010, Tableau
Education
Santa Clara University 2008 — 2013
Bachelor of Science (B.S.), Economics (Major), MIS (Minor), Senior
Valley Christian High School 2004 — 2008
Diploma, High school, High school degree
Saint Mary's College of California April 2015 - Present
Northwestern Mutual February 2014 - May 2014
Santa Clara University September 2008 - June 2013
Merrill Lynch, Berkeley, CA September 2012 - December 2012
Santa Clara University January 2011 - August 2012
Silicon Valley University June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Microsoft SQL Server, Management, Recruiting, Strategy, Marketing, Team Leadership, Research, SAP, Databases, Event Planning, Microsoft word,..., SQL Server 2010, Tableau
Education
Santa Clara University 2008 — 2013
Bachelor of Science (B.S.), Economics (Major), MIS (Minor), Senior
Valley Christian High School 2004 — 2008
Diploma, High school, High school degree
Lee Pierce Lee Pierce's Northwestern Mutual Experience June 2012 - August 2012
Job Analyst
Industry Investment Banking
Experience
Haitong Securities November 2012 - January 2013
Kerburn Rose September 2012 - November 2012
Northwestern Mutual June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Morningstar, Valuation, Financial Analysis, Mergers & Acquisitions, Bloomberg, Capital Structure, LBO, Equity Research, Financial Modeling, Analysis, DCF, Sensitivity Analysis, Economics, Capital IQ
Education
Savannah State University 2008 — 2013
Investment Banking Institute
Haitong Securities November 2012 - January 2013
Kerburn Rose September 2012 - November 2012
Northwestern Mutual June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Morningstar, Valuation, Financial Analysis, Mergers & Acquisitions, Bloomberg, Capital Structure, LBO, Equity Research, Financial Modeling, Analysis, DCF, Sensitivity Analysis, Economics, Capital IQ
Education
Savannah State University 2008 — 2013
Investment Banking Institute
Brianna Hanson Brianna Hanson's Northwestern Mutual Experience June 2012 - September 2014
Job Associate Financial Representative at GBS Financial Corp.
Industry Financial Services
Experience
GBS Financial Corp. October 2014 - Present
Northwestern Mutual June 2012 - September 2014
Kenwood Inn and Spa 2010 - May 2012
Coldwater Creek the Spa 2010 - 2010
Skills
Term Life Insurance, Personal Financial..., Education Funding, Permanent Life Insurance, Retirement Savings, College Education..., Wealth Accumulation..., Key Person Protection, Buy-Sell
Education
School of Oriental and African Studies, U. of London 2008 — 2009
Master of Arts (MA), Philosophy and Religious Studies
University of Oregon 2006 — 2008
Bachelor of Arts (BA), Philosophy and Religious Studies
Santa Rosa Junior College 2004 — 2006
Associate of Arts (AA), Philosophy and Religious Studies
GBS Financial Corp. October 2014 - Present
Northwestern Mutual June 2012 - September 2014
Kenwood Inn and Spa 2010 - May 2012
Coldwater Creek the Spa 2010 - 2010
Skills
Term Life Insurance, Personal Financial..., Education Funding, Permanent Life Insurance, Retirement Savings, College Education..., Wealth Accumulation..., Key Person Protection, Buy-Sell
Education
School of Oriental and African Studies, U. of London 2008 — 2009
Master of Arts (MA), Philosophy and Religious Studies
University of Oregon 2006 — 2008
Bachelor of Arts (BA), Philosophy and Religious Studies
Santa Rosa Junior College 2004 — 2006
Associate of Arts (AA), Philosophy and Religious Studies
Rich Odtohan's Northwestern Mutual Experience 2004 - 2006
Job Sales Manager
Industry Automotive
Experience
AAM March 2015 - Present
Aisin World Corp. of America May 2013 - March 2015
MSC Industrial Supply October 2011 - May 2013
MSC Industrial Supply May 2010 - October 2011
MSC Industrial Supply December 2005 - August 2010
northwestern mutual 2004 - 2006
Skills
Sales Operations, Sales, Cold Calling, Account Management, Pricing, Sales Process, Management, Sales Management, Customer Service, Analysis, Leadership, Team Leadership, Process Improvement, Selling, Negotiation, Customer Retention, Inventory Management, Microsoft Excel, Purchasing, Team Building, Direct Sales, Coaching, Key Account Management, PowerPoint, Microsoft Office, New Business Development, Metalworking, Cutting Tools, Industrial Distribution, Microsoft Word, Sales Presentation..., B2B, Customer Satisfaction, Problem Solving, Customer Relations, Excel, Motivation, Manufacturing Operations, Technical Product Sales, Interviewing Skills, Blueprint Reading, Solution Selling, Salesforce.com, Sales Presentations, Technical Sales..., Carbide Inserts, Metal Cutting, PPAP, TS16949, Extrusion
Education
Schoolcraft College 2009 — 2011
Associates Transfer, Industrial Engineering
University of Michigan-Dearborn 2000 — 2004
Bachlor of Arts, Economics
AAM March 2015 - Present
Aisin World Corp. of America May 2013 - March 2015
MSC Industrial Supply October 2011 - May 2013
MSC Industrial Supply May 2010 - October 2011
MSC Industrial Supply December 2005 - August 2010
northwestern mutual 2004 - 2006
Skills
Sales Operations, Sales, Cold Calling, Account Management, Pricing, Sales Process, Management, Sales Management, Customer Service, Analysis, Leadership, Team Leadership, Process Improvement, Selling, Negotiation, Customer Retention, Inventory Management, Microsoft Excel, Purchasing, Team Building, Direct Sales, Coaching, Key Account Management, PowerPoint, Microsoft Office, New Business Development, Metalworking, Cutting Tools, Industrial Distribution, Microsoft Word, Sales Presentation..., B2B, Customer Satisfaction, Problem Solving, Customer Relations, Excel, Motivation, Manufacturing Operations, Technical Product Sales, Interviewing Skills, Blueprint Reading, Solution Selling, Salesforce.com, Sales Presentations, Technical Sales..., Carbide Inserts, Metal Cutting, PPAP, TS16949, Extrusion
Education
Schoolcraft College 2009 — 2011
Associates Transfer, Industrial Engineering
University of Michigan-Dearborn 2000 — 2004
Bachlor of Arts, Economics
Ashley Mullis Ashley Mullis's Northwestern Mutual Experience June 2011 - Present
Job Graphic Designer
Industry Graphic Design
Experience
Northwestern Mutual June 2011 - Present
NCR Corporation June 2010 - August 2010
Skills
InDesign
Education
Savannah College of Art and Design 2005 — 2009
B.F.A., Graphic Design
Northwestern Mutual June 2011 - Present
NCR Corporation June 2010 - August 2010
Skills
InDesign
Education
Savannah College of Art and Design 2005 — 2009
B.F.A., Graphic Design
Alexandria Cordova Alexandria Cordova's Northwestern Mutual Experience July 2011 - December 2012
Job Searching for my purpose.
Industry Public Relations and Communications
Experience
Northwestern Mutual July 2011 - December 2012
Skills
Excellent customer..., Highly organized and..., Ideal at multitasking., Excellent with..., Bi-lingual..., Telephone Skills, Community Outreach, Customer Service, PowerPoint, Research, Event Planning, Fundraising, Microsoft Excel, Microsoft Office, Microsoft Word, Nonprofits, Public Speaking, Social Media, Volunteer Management
Education
San Francisco State University 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies, 3.86
Northwestern Mutual July 2011 - December 2012
Skills
Excellent customer..., Highly organized and..., Ideal at multitasking., Excellent with..., Bi-lingual..., Telephone Skills, Community Outreach, Customer Service, PowerPoint, Research, Event Planning, Fundraising, Microsoft Excel, Microsoft Office, Microsoft Word, Nonprofits, Public Speaking, Social Media, Volunteer Management
Education
San Francisco State University 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies, 3.86
Joshua Stubbolo Joshua Stubbolo's Northwestern Mutual Experience May 2012 - December 2012
Job Financial Professional
Industry Financial Services
Experience
Synergy Wealth Alliance September 2014 - Present
Stubbolo Development Group November 2013 - October 2014
Maximized Living March 2014 - August 2014
ConvergEx Group December 2013 - March 2014
Northwestern Mutual May 2012 - December 2012
Lake of the Woods HOA January 2012 - April 2012
Publix Super Markets August 2008 - March 2009
Skills
Microsoft Office, Investments, Customer Service, Personal Finance, Life Insurance, Health Insurance, Internet Troubleshooting, Project Management, Financial Analysis, Banking, Sales, Leadership, Outlook, Disability Insurance, Management, Teamwork, Microsoft Excel, Small Business, Financial Modeling, Access, Accounting, Fixed Annuities, Employee Benefits, Time Management, Data Analysis, Marketing, Market Research, PowerPoint, Retirement Planning, Analysis, Strategy
Education
University of Central Florida 2011 — 2013
Bachelor of Arts (B.A.), Finance and Financial Management Services, Graduated
Santa Fe College 2008 — 2011
Associate of Arts (AA), Small Business Administration/Management
Synergy Wealth Alliance September 2014 - Present
Stubbolo Development Group November 2013 - October 2014
Maximized Living March 2014 - August 2014
ConvergEx Group December 2013 - March 2014
Northwestern Mutual May 2012 - December 2012
Lake of the Woods HOA January 2012 - April 2012
Publix Super Markets August 2008 - March 2009
Skills
Microsoft Office, Investments, Customer Service, Personal Finance, Life Insurance, Health Insurance, Internet Troubleshooting, Project Management, Financial Analysis, Banking, Sales, Leadership, Outlook, Disability Insurance, Management, Teamwork, Microsoft Excel, Small Business, Financial Modeling, Access, Accounting, Fixed Annuities, Employee Benefits, Time Management, Data Analysis, Marketing, Market Research, PowerPoint, Retirement Planning, Analysis, Strategy
Education
University of Central Florida 2011 — 2013
Bachelor of Arts (B.A.), Finance and Financial Management Services, Graduated
Santa Fe College 2008 — 2011
Associate of Arts (AA), Small Business Administration/Management
Nima Sharif Nima Sharif's Northwestern Mutual Experience November 2007 - January 2009
Job Revenue Analytics Manager at Kimpton Hotels & Restaurants
Industry Hospitality
Experience
Kimpton Hotels & Restaurants October 2014 - Present
Kimpton Hotels & Restaurants September 2013 - October 2014
JJ Buckley FIne Wines July 2012 - August 2013
Aras Power Technology December 2009 - July 2012
U.S.A. Brokers September 2007 - April 2009
Northwestern Mutual November 2007 - January 2009
Skills
Financial Analysis, Forecasting, Financial Modeling, Strategic Financial..., Microsoft Excel, Accounting, Corporate Finance, Financial Reporting, Account Management, Portfolio Management, Economics, Analytics, Microsoft Office, Cost Accounting, Process Improvement, Econometrics, Investments, Financial Forecasting, Financial Accounting, Data Analysis, PowerPoint, VBA, Microsoft SQL Server, Tableau, Business Intelligence
Education
CFA Institute 2009 — 2012
Candidate, Financial Analysts
San Jose State University 2005 — 2009
BS; MA, Economics; Financial Mathematics
Kimpton Hotels & Restaurants October 2014 - Present
Kimpton Hotels & Restaurants September 2013 - October 2014
JJ Buckley FIne Wines July 2012 - August 2013
Aras Power Technology December 2009 - July 2012
U.S.A. Brokers September 2007 - April 2009
Northwestern Mutual November 2007 - January 2009
Skills
Financial Analysis, Forecasting, Financial Modeling, Strategic Financial..., Microsoft Excel, Accounting, Corporate Finance, Financial Reporting, Account Management, Portfolio Management, Economics, Analytics, Microsoft Office, Cost Accounting, Process Improvement, Econometrics, Investments, Financial Forecasting, Financial Accounting, Data Analysis, PowerPoint, VBA, Microsoft SQL Server, Tableau, Business Intelligence
Education
CFA Institute 2009 — 2012
Candidate, Financial Analysts
San Jose State University 2005 — 2009
BS; MA, Economics; Financial Mathematics
Jessica McCall's Northwestern Mutual Experience April 2012 - January 2013
Job Independent Consultant
Industry Management Consulting
Experience
Northwestern Mutual April 2012 - January 2013
Northwestern Mutual December 2009 - April 2012
Northwestern Mutual August 2007 - December 2009
Abercrombie & Fitch September 2006 - June 2007
Skills
Series 7, Series 63, CA Life and Health..., Financial Modeling, Life Insurance, Training, Coaching, Mutual Funds, Leadership, Disability Insurance, Management, Project Planning, Strategic Financial..., Long-term Care, Financial Analysis, Budgets, Financial Services, Retirement Planning, Insurance, Wealth Management, Investments, Retirement, Finance
Education
Sonoma State University 2003 — 2005
BA, Mathematics
Santa Rosa Junior College 1999 — 2002
Art History, Mathematics
Northwestern Mutual April 2012 - January 2013
Northwestern Mutual December 2009 - April 2012
Northwestern Mutual August 2007 - December 2009
Abercrombie & Fitch September 2006 - June 2007
Skills
Series 7, Series 63, CA Life and Health..., Financial Modeling, Life Insurance, Training, Coaching, Mutual Funds, Leadership, Disability Insurance, Management, Project Planning, Strategic Financial..., Long-term Care, Financial Analysis, Budgets, Financial Services, Retirement Planning, Insurance, Wealth Management, Investments, Retirement, Finance
Education
Sonoma State University 2003 — 2005
BA, Mathematics
Santa Rosa Junior College 1999 — 2002
Art History, Mathematics
Zac Whitlow Zac Whitlow's Northwestern Mutual Experience 2010 - 2010
Job Technical Recruiter at Pinterest
Industry Human Resources
Experience
Pinterest November 2012 - Present
Pinterest October 2011 - November 2012
BINC April 2012 - October 2012
BINC July 2011 - April 2012
@Walmart Labs July 2011 - October 2011
Netflix 2011 - June 2011
Northwestern Mutual 2010 - 2010
Skills
Technical Recruiting, iOS, Natural Language..., Internet Recruiting, Search Engine, Ruby, Ruby on Rails, Django, AJAX, Applicant Tracking..., iPhone, Java, Cloud Computing, Screening Resumes, Search, Interviews, Recruiting, Consulting, Distributed Systems, Mobile Devices, C++, E-commerce, JavaScript, Management, Sourcing
Education
Santa Clara University 2005 — 2010
B.S., Political Science
Kimball Union Academy 1999 — 2003
Pinterest November 2012 - Present
Pinterest October 2011 - November 2012
BINC April 2012 - October 2012
BINC July 2011 - April 2012
@Walmart Labs July 2011 - October 2011
Netflix 2011 - June 2011
Northwestern Mutual 2010 - 2010
Skills
Technical Recruiting, iOS, Natural Language..., Internet Recruiting, Search Engine, Ruby, Ruby on Rails, Django, AJAX, Applicant Tracking..., iPhone, Java, Cloud Computing, Screening Resumes, Search, Interviews, Recruiting, Consulting, Distributed Systems, Mobile Devices, C++, E-commerce, JavaScript, Management, Sourcing
Education
Santa Clara University 2005 — 2010
B.S., Political Science
Kimball Union Academy 1999 — 2003
Larry Christenson, CLU, ChFC, CASL, MBA Larry Christenson, CLU, ChFC, CASL, MBA's Northwestern Mutual Experience May 1978 - Present
Job Financial Advisor Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 1978 - Present
Boy Scouts of America 1994 - January 2014
U.S. Navy Reserves June 1970 - February 1978
Education
Santa Clara University - Leavey School of Business 1976 — 1977
MBA, Finance
University of Missouri-Columbia 1965 — 1970
BSCE, Civil Engineering
Northwestern Mutual May 1978 - Present
Boy Scouts of America 1994 - January 2014
U.S. Navy Reserves June 1970 - February 1978
Education
Santa Clara University - Leavey School of Business 1976 — 1977
MBA, Finance
University of Missouri-Columbia 1965 — 1970
BSCE, Civil Engineering
Nikhil Rampal's Northwestern Mutual Experience August 2012 - Present
Job Financial Adviser at Northwestern Mutual
Industry Investment Management
Experience
Northwestern Mutual August 2012 - Present
Skills
IRAs, 401k, 401k Rollovers, Traditional IRA, Retirement, Fixed Annuities, Holistic Financial..., Wealth Preservation..., Variable Life, Simple IRA, Key Person Insurance, Series 7, 529 Plans, Roth IRA, College Education..., Investments, Wealth Management, Long Term Care Insurance, Wealth Accumulation, Variable Products, Wealth Accumulation..., Morningstar, Microsoft Office
Education
San Jose State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Northwestern Mutual August 2012 - Present
Skills
IRAs, 401k, 401k Rollovers, Traditional IRA, Retirement, Fixed Annuities, Holistic Financial..., Wealth Preservation..., Variable Life, Simple IRA, Key Person Insurance, Series 7, 529 Plans, Roth IRA, College Education..., Investments, Wealth Management, Long Term Care Insurance, Wealth Accumulation, Variable Products, Wealth Accumulation..., Morningstar, Microsoft Office
Education
San Jose State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Louis Wellmeier Louis Wellmeier's Northwestern Mutual Experience 2010 - 2011
Job CoFounder: InspiredLegacies.com
Industry Financial Services
Experience
InspiredLegacies.com December 2014 - Present
Unleashing Generosity October 2014 - Present
Wellmeier Family 2011 - November 2014
Epitomics - an Abcam Company November 2013 - December 2013
Undue Influence in a Will Project January 2012 - January 2013
Northwestern Mutual 2010 - 2011
Merrill Lynch 2008 - 2010
Indymac Bank and MILA, Inc. 2006 - 2008
Wellmeier & Scott Consulting 2004 - 2006
NetManage 2000 - 2004
Skills
Private Wealth..., Wealth, Wealth Management, Value Investing, Equity Research, Dividends, High Net Worth..., Comprehensive Wealth..., Investment Selection, Retirement Plan..., Retirement Income..., Investment Advisory, Risk Management, Market Risk, Wealth Preservation, Life Planning, Wealth Preservation..., Asset Protection, Wealth Transfer, Insurance Strategies, Insurance Consulting, Estate Tax Planning, Client Education, Risk Financing, Insurance Planning, Education Savings, Retirement Solutions, Personal Planning, Client Service, Client Loyalty, Financial Planners, Insurance, Wealth Management..., Trusts, Asset Allocation, Investment Strategies, Will Fraud, Intentional..., Will invalidated due to..., Finance, Financial Advisory, Retirement Planning, Portfolio Management, Retirement, Investment Management, Alternative Investments, Series 7, 401k, Securities, Series 63
Education
Seattle University School of Law 1996 — 1999
Juris Doctor, Wills, Trusts and Estates
Seattle University 1993 — 1996
B.A., Marketing, Entertainment Finance
Licensed in California, Washington, Texas and Georgia. 2007 — 2010
Securities Licenses: Series 7, 66 and California Insurance
Wittenberg University 1988 — 1990
Liberal Arts, Liberal Arts
InspiredLegacies.com December 2014 - Present
Unleashing Generosity October 2014 - Present
Wellmeier Family 2011 - November 2014
Epitomics - an Abcam Company November 2013 - December 2013
Undue Influence in a Will Project January 2012 - January 2013
Northwestern Mutual 2010 - 2011
Merrill Lynch 2008 - 2010
Indymac Bank and MILA, Inc. 2006 - 2008
Wellmeier & Scott Consulting 2004 - 2006
NetManage 2000 - 2004
Skills
Private Wealth..., Wealth, Wealth Management, Value Investing, Equity Research, Dividends, High Net Worth..., Comprehensive Wealth..., Investment Selection, Retirement Plan..., Retirement Income..., Investment Advisory, Risk Management, Market Risk, Wealth Preservation, Life Planning, Wealth Preservation..., Asset Protection, Wealth Transfer, Insurance Strategies, Insurance Consulting, Estate Tax Planning, Client Education, Risk Financing, Insurance Planning, Education Savings, Retirement Solutions, Personal Planning, Client Service, Client Loyalty, Financial Planners, Insurance, Wealth Management..., Trusts, Asset Allocation, Investment Strategies, Will Fraud, Intentional..., Will invalidated due to..., Finance, Financial Advisory, Retirement Planning, Portfolio Management, Retirement, Investment Management, Alternative Investments, Series 7, 401k, Securities, Series 63
Education
Seattle University School of Law 1996 — 1999
Juris Doctor, Wills, Trusts and Estates
Seattle University 1993 — 1996
B.A., Marketing, Entertainment Finance
Licensed in California, Washington, Texas and Georgia. 2007 — 2010
Securities Licenses: Series 7, 66 and California Insurance
Wittenberg University 1988 — 1990
Liberal Arts, Liberal Arts
Joseph Harpstrite Joseph Harpstrite's Northwestern Mutual Experience July 2014 - Present
Job Financial Internship at Northwestern Mutual
Industry Sports
Experience
Northwestern Mutual July 2014 - Present
Adobe Lodge February 2014 - May 2014
Povio February 2014 - April 2014
Windward Water Sports June 2011 - June 2013
Skills
People-oriented, Landscaping, Lacrosse, Outdoorsman, Surfing, Athletics, Kiteboarding, Financials, Spanish-speaking, PowerPoint, Public Speaking, Social Media, Teamwork, Facebook, Research, Social Networking, Microsoft Word, Microsoft Excel, Spanish, Microsoft Office
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Economics
Universidad de Chile 2013 — 2013
Economics, Junior
Iolani 2007 — 2011
Northwestern Mutual July 2014 - Present
Adobe Lodge February 2014 - May 2014
Povio February 2014 - April 2014
Windward Water Sports June 2011 - June 2013
Skills
People-oriented, Landscaping, Lacrosse, Outdoorsman, Surfing, Athletics, Kiteboarding, Financials, Spanish-speaking, PowerPoint, Public Speaking, Social Media, Teamwork, Facebook, Research, Social Networking, Microsoft Word, Microsoft Excel, Spanish, Microsoft Office
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Economics
Universidad de Chile 2013 — 2013
Economics, Junior
Iolani 2007 — 2011
Peter Grella Peter Grella's Northwestern Mutual Experience July 2011 - March 2012
Job Police Officer at Glen Cove Police Department
Industry Financial Services
Experience
Glen Cove Police Department July 2012 - Present
Capital One Bank April 2012 - September 2012
Northwestern Mutual July 2011 - March 2012
AXA Advisors September 2010 - December 2010
Skills
Insurance Planning, Wealth Accumulation, Investments, Financial Planning
Education
University of Maryland College Park 2007 — 2011
Finance
SDA Bocconi 2010 — 2010
Glen Cove Police Department July 2012 - Present
Capital One Bank April 2012 - September 2012
Northwestern Mutual July 2011 - March 2012
AXA Advisors September 2010 - December 2010
Skills
Insurance Planning, Wealth Accumulation, Investments, Financial Planning
Education
University of Maryland College Park 2007 — 2011
Finance
SDA Bocconi 2010 — 2010
Eric Felland Eric Felland's Northwestern Mutual Experience June 2008 - September 2010
Job Research Analyst at Mintel
Industry Market Research
Experience
Mintel January 2014 - Present
Hall & Partners September 2012 - December 2013
Northwestern Mutual June 2008 - September 2010
Skills
Research, French, Creative Writing, Microsoft Office, Radio Broadcasting, Social Media, SPSS, Quantitative Research, Questionnaire Design, Project Management, Proofreading, SPSS Desktop Reporter, Vendor Relationships, PowerPoint, Marketing Research
Education
Northwestern University: Weinberg College of Arts and Sciences 2008 — 2012
Bachelor of Arts, Anthropology, French
Sciences Po
Mintel January 2014 - Present
Hall & Partners September 2012 - December 2013
Northwestern Mutual June 2008 - September 2010
Skills
Research, French, Creative Writing, Microsoft Office, Radio Broadcasting, Social Media, SPSS, Quantitative Research, Questionnaire Design, Project Management, Proofreading, SPSS Desktop Reporter, Vendor Relationships, PowerPoint, Marketing Research
Education
Northwestern University: Weinberg College of Arts and Sciences 2008 — 2012
Bachelor of Arts, Anthropology, French
Sciences Po
Carrie Gendron's Northwestern Mutual Experience February 2012 - March 2014
Job Real Estate Broker w/ Keller Williams Marysville
Industry Real Estate
Experience
Keller Williams Marysville December 2014 - Present
Northwestern Mutual February 2012 - March 2014
Heaps of Handbags February 2008 - January 2013
Beth Neibert & Associates, LLC. August 2011 - December 2011
Arbonne International 2006 - 2008
Seattle Pacific University 1991 - 1998
Skills
Event managing, Account Management, Volunteer Coordination, Fundraising, Social Networking, Social Media Marketing, Social Media, Public Relations, Event Planning, Online Advertising, Public Speaking, Non-profits, Marketing Communications, Marketing Strategy, Marketing, Facebook, Business Strategy, Customer Service, Sales, Team Building, Leadership, Strategic Planning, Community Outreach, Nonprofits, Event Management, Volunteer Management
Education
Seattle Pacific University 1989 — 1994
BA, Language Arts/Elementary Ed.
Seattle Pacific University 1989 — 1994
Bachelor of Arts (B.A.), Language Arts/Elementary Education
Keller Williams Marysville December 2014 - Present
Northwestern Mutual February 2012 - March 2014
Heaps of Handbags February 2008 - January 2013
Beth Neibert & Associates, LLC. August 2011 - December 2011
Arbonne International 2006 - 2008
Seattle Pacific University 1991 - 1998
Skills
Event managing, Account Management, Volunteer Coordination, Fundraising, Social Networking, Social Media Marketing, Social Media, Public Relations, Event Planning, Online Advertising, Public Speaking, Non-profits, Marketing Communications, Marketing Strategy, Marketing, Facebook, Business Strategy, Customer Service, Sales, Team Building, Leadership, Strategic Planning, Community Outreach, Nonprofits, Event Management, Volunteer Management
Education
Seattle Pacific University 1989 — 1994
BA, Language Arts/Elementary Ed.
Seattle Pacific University 1989 — 1994
Bachelor of Arts (B.A.), Language Arts/Elementary Education
Lucas Tamayo Lucas Tamayo's Northwestern Mutual Experience 2011 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2011 - Present
The Country Club (TCC) June 2003 - September 2010
Education
Santa Clara University 2007 — 2011
Santa Clara University - Leavey School of Business 2007 — 2011
Roxbury Latin
Steppingstone
Northwestern Mutual 2011 - Present
The Country Club (TCC) June 2003 - September 2010
Education
Santa Clara University 2007 — 2011
Santa Clara University - Leavey School of Business 2007 — 2011
Roxbury Latin
Steppingstone
Melissa Rivell Melissa Rivell's Northwestern Mutual Experience May 2010 - November 2010
Job Front Desk/Agency Coordinator @ Northwestern Mutual, Server at El Paso Club
Industry Financial Services
Experience
El Paso Club November 2009 - Present
Millenium Promotional Models, Inc. 2009 - 2011
Northwestern Mutual May 2010 - November 2010
Up & Out, Inc June 2009 - October 2009
Tualatin Hills Synchro Club September 2008 - October 2009
All Saints School August 2008 - June 2009
All Saints School March 2008 - June 2009
Garden of the Gods Club June 2006 - August 2006
Garden of the Gods Club May 2004 - August 2004
Millhopper Café October 2003 - April 2004
Education
Santa Fe Community College
Associate of Arts
University of Florida
Bachelor of Arts, anthropology
El Paso Club November 2009 - Present
Millenium Promotional Models, Inc. 2009 - 2011
Northwestern Mutual May 2010 - November 2010
Up & Out, Inc June 2009 - October 2009
Tualatin Hills Synchro Club September 2008 - October 2009
All Saints School August 2008 - June 2009
All Saints School March 2008 - June 2009
Garden of the Gods Club June 2006 - August 2006
Garden of the Gods Club May 2004 - August 2004
Millhopper Café October 2003 - April 2004
Education
Santa Fe Community College
Associate of Arts
University of Florida
Bachelor of Arts, anthropology
Alan Spiegelman's Northwestern Mutual Experience January 1989 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 1989 - Present
Wells Fargo Bank June 1985 - December 1988
Crocker National Bank January 1975 - June 1985
John S. Thomson Company 1972 - 1974
Skills
Insurance, Retirement Planning, Employee Benefits, Series 7, Estate Planning, Wealth Accumulation, Asset Allocation, Strategic Financial..., Wealth Management, Disability Insurance, Investment Advisory, Trust Services, Investments, Mutual Funds, Long Term Care Insurance
Education
San Francisco State University 1970 — 1972
M.A., Economics
University of California, Berkeley 1967 — 1969
B.S., Business Administration
University of California, Santa Barbara 1965 — 1967
Northwestern Mutual January 1989 - Present
Wells Fargo Bank June 1985 - December 1988
Crocker National Bank January 1975 - June 1985
John S. Thomson Company 1972 - 1974
Skills
Insurance, Retirement Planning, Employee Benefits, Series 7, Estate Planning, Wealth Accumulation, Asset Allocation, Strategic Financial..., Wealth Management, Disability Insurance, Investment Advisory, Trust Services, Investments, Mutual Funds, Long Term Care Insurance
Education
San Francisco State University 1970 — 1972
M.A., Economics
University of California, Berkeley 1967 — 1969
B.S., Business Administration
University of California, Santa Barbara 1965 — 1967
Caleb Carmody Caleb Carmody's Northwestern Mutual Experience April 2013 - September 2013
Job Supply chain specialist
Industry Logistics and Supply Chain
Experience
Boeing March 2015 - Present
Platinum Luxury Auctions 2013 - December 2014
Northwestern Mutual April 2013 - September 2013
United States Air Force March 2003 - December 2010
Education
Seattle University 2013 — 2014
Bachelor's Degree, Economics/Finance
Boeing March 2015 - Present
Platinum Luxury Auctions 2013 - December 2014
Northwestern Mutual April 2013 - September 2013
United States Air Force March 2003 - December 2010
Education
Seattle University 2013 — 2014
Bachelor's Degree, Economics/Finance
Joseph Klozow Joseph Klozow's Northwestern Mutual Experience April 2012 - April 2013
Job Life Insurance and Medicare Specialist at Klozow Financial Group
Industry Insurance
Experience
Klozow Financial Group October 2008 - August 2014
Northwestern Mutual April 2012 - April 2013
Skills
Product Knowledge, Sales Operations, Insurance, Disability Insurance, Commercial Insurance, Long-term Care, Hiring, Sales, Sales Management, Customer Service, New Business Development, Account Management, Microsoft Excel, Marketing, Salesforce.com, Customer Retention, Business Development, Budgets, Team Building, Negotiation, Strategic Planning, Microsoft Office, Term Life Insurance, Fixed Annuities, Life Insurance, Strategic Financial..., Long Term Care Insurance
Education
Santa Fe Community College 2006 — 2008
Klozow Financial Group October 2008 - August 2014
Northwestern Mutual April 2012 - April 2013
Skills
Product Knowledge, Sales Operations, Insurance, Disability Insurance, Commercial Insurance, Long-term Care, Hiring, Sales, Sales Management, Customer Service, New Business Development, Account Management, Microsoft Excel, Marketing, Salesforce.com, Customer Retention, Business Development, Budgets, Team Building, Negotiation, Strategic Planning, Microsoft Office, Term Life Insurance, Fixed Annuities, Life Insurance, Strategic Financial..., Long Term Care Insurance
Education
Santa Fe Community College 2006 — 2008
Ingrid VANDERVELDT Ingrid VANDERVELDT's Northwestern Mutual Experience 2014 - 2014
Job Founder, Chairman & CEO at Vanderveldt Global Investments & EBW2020
Industry Capital Markets
Experience
EBW2020 & Vanderveldt Global Investments January 2010 - Present
Ingrid Vanderveldt LLC June 2006 - Present
The GLASS Forum December 2010 - Present
Dell June 2012 - June 2014
Dell August 2011 - June 2014
Northwestern Mutual 2014 - 2014
VH2 Energy Investments LLC March 2009 - August 2011
iV and Co. January 2006 - 2009
iVEEA LLC March 2004 - June 2007
CNBC November 2005 - June 2006
Skills
Start-ups, Business Development, Investments, Strategy, Entrepreneurship, Strategic Partnerships, Management, Leadership, Venture Capital, New Business Development, Business Strategy, Networking, Training, Social Media, Product Management, SaaS, Small Business, Business Planning, Mergers & Acquisitions, Competitive Analysis, Consulting, Strategic Planning, International Business, Program Management, Enterprise Software, Marketing, Executive Management, Cloud Computing, Business Intelligence, Product Marketing, Online Marketing, Management Consulting, Marketing Strategy, E-commerce, Team Building, Go-to-market Strategy, Online Advertising, Product Development, Corporate Development, High Achiever, Strategic Thinking, Brand Management
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1996
MBA, Entrepreneurship
Savannah College of Art and Design 1988 — 1993
M.Arch., Architecture
EBW2020 & Vanderveldt Global Investments January 2010 - Present
Ingrid Vanderveldt LLC June 2006 - Present
The GLASS Forum December 2010 - Present
Dell June 2012 - June 2014
Dell August 2011 - June 2014
Northwestern Mutual 2014 - 2014
VH2 Energy Investments LLC March 2009 - August 2011
iV and Co. January 2006 - 2009
iVEEA LLC March 2004 - June 2007
CNBC November 2005 - June 2006
Skills
Start-ups, Business Development, Investments, Strategy, Entrepreneurship, Strategic Partnerships, Management, Leadership, Venture Capital, New Business Development, Business Strategy, Networking, Training, Social Media, Product Management, SaaS, Small Business, Business Planning, Mergers & Acquisitions, Competitive Analysis, Consulting, Strategic Planning, International Business, Program Management, Enterprise Software, Marketing, Executive Management, Cloud Computing, Business Intelligence, Product Marketing, Online Marketing, Management Consulting, Marketing Strategy, E-commerce, Team Building, Go-to-market Strategy, Online Advertising, Product Development, Corporate Development, High Achiever, Strategic Thinking, Brand Management
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1996
MBA, Entrepreneurship
Savannah College of Art and Design 1988 — 1993
M.Arch., Architecture
Stacy Barnes Stacy Barnes's Northwestern Mutual Experience May 2012 - March 2013
Job Business Development at Credit Karma
Industry Financial Services
Experience
Credit Karma March 2015 - Present
Credit Karma March 2013 - Present
Northwestern Mutual May 2012 - March 2013
Skills
Retail, Sales, Finance, Marketing, Time Management, Customer Service, Inventory Management, Financial Analysis, Salesforce.com, Customer Experience, PowerPoint, Microsoft Word, Microsoft Excel, Stata, Team Leadership, Data Analysis, Market Research, Social Networking, Social Media Marketing, New Business Development
Education
Sonoma State University 2010 — 2012
Bachelor of Science (B.S.), Finance & Economics
Santa Rosa Junior College 2008 — 2010
Associates
Credit Karma March 2015 - Present
Credit Karma March 2013 - Present
Northwestern Mutual May 2012 - March 2013
Skills
Retail, Sales, Finance, Marketing, Time Management, Customer Service, Inventory Management, Financial Analysis, Salesforce.com, Customer Experience, PowerPoint, Microsoft Word, Microsoft Excel, Stata, Team Leadership, Data Analysis, Market Research, Social Networking, Social Media Marketing, New Business Development
Education
Sonoma State University 2010 — 2012
Bachelor of Science (B.S.), Finance & Economics
Santa Rosa Junior College 2008 — 2010
Associates
Halina Moran Halina Moran's Northwestern Mutual Experience August 2012 - January 2013
Job Customer Success Manager at Front Desk, Inc
Industry Marketing and Advertising
Experience
Front Desk, Inc September 2015 - Present
Front Desk, Inc January 2015 - September 2015
Flame Productions April 2013 - June 2015
Insight Global June 2014 - January 2015
Live Love Flow March 2012 - August 2014
Spark! Yoga and Creative Arts August 2013 - July 2014
barre3 August 2013 - June 2014
Seattle Theatre Group August 2013 - December 2013
Northwestern Mutual August 2012 - January 2013
Seattle University 2012 - 2013
Skills
Customer Service, Public Speaking, Public Relations, Microsoft Office, Event Planning, Organization, Social Media, Leadership, Team Building, Teamwork, Social Networking, Sales, Time Management, Social Media Marketing, Facebook
Education
Seattle University
Bachelor of Business Administration (B.B.A.), Marketing
Issaquah High School
Front Desk, Inc September 2015 - Present
Front Desk, Inc January 2015 - September 2015
Flame Productions April 2013 - June 2015
Insight Global June 2014 - January 2015
Live Love Flow March 2012 - August 2014
Spark! Yoga and Creative Arts August 2013 - July 2014
barre3 August 2013 - June 2014
Seattle Theatre Group August 2013 - December 2013
Northwestern Mutual August 2012 - January 2013
Seattle University 2012 - 2013
Skills
Customer Service, Public Speaking, Public Relations, Microsoft Office, Event Planning, Organization, Social Media, Leadership, Team Building, Teamwork, Social Networking, Sales, Time Management, Social Media Marketing, Facebook
Education
Seattle University
Bachelor of Business Administration (B.B.A.), Marketing
Issaquah High School
Eduardo Lara Eduardo Lara's Northwestern Mutual Experience August 2007 - June 2008
Job Client Partnerships at LeadDog Marketing Group
Industry Marketing and Advertising
Experience
LeadDog Marketing Group September 2012 - Present
Zara January 2012 - September 2012
The Market Council January 2012 - June 2012
Workbridge Associates October 2011 - January 2012
The Banana Leaf March 2011 - July 2011
Cilantro Vietnamese Bistro July 2009 - December 2010
FOCAS Ministries June 2010 - June 2010
Sentimental Productions March 2009 - June 2009
Bearcat Advertising & Networking Group March 2008 - March 2009
Northwestern Mutual August 2007 - June 2008
Skills
Facebook, Social Media Marketing, Marketing, Copywriting, Graphic Design, Social Networking, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Event Planning, Marketing Communications, Leadership, Advertising, Marketing Strategy, Strategic Partnerships, Integrated Marketing
Education
University of Cincinnati 2006 — 2011
Marketing, Business
School of Visual Arts 2012 — 2012
Continuing Education, Project Management
ESC Toulouse 2011 — 2011
International Business, Business
University of Cincinnati College of Business 2006 — 2011
International Business, Business
Mason High School
LeadDog Marketing Group September 2012 - Present
Zara January 2012 - September 2012
The Market Council January 2012 - June 2012
Workbridge Associates October 2011 - January 2012
The Banana Leaf March 2011 - July 2011
Cilantro Vietnamese Bistro July 2009 - December 2010
FOCAS Ministries June 2010 - June 2010
Sentimental Productions March 2009 - June 2009
Bearcat Advertising & Networking Group March 2008 - March 2009
Northwestern Mutual August 2007 - June 2008
Skills
Facebook, Social Media Marketing, Marketing, Copywriting, Graphic Design, Social Networking, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Event Planning, Marketing Communications, Leadership, Advertising, Marketing Strategy, Strategic Partnerships, Integrated Marketing
Education
University of Cincinnati 2006 — 2011
Marketing, Business
School of Visual Arts 2012 — 2012
Continuing Education, Project Management
ESC Toulouse 2011 — 2011
International Business, Business
University of Cincinnati College of Business 2006 — 2011
International Business, Business
Mason High School
Jon Stiles Jon Stiles's Northwestern Mutual Experience October 2007 - May 2010
Job Experienced Investment and Product DevelopmentImplementation Specialist.
Industry Investment Management
Experience
Northwestern Mutual October 2007 - May 2010
Fiserv Lending Solutions January 2007 - August 2007
JPMorganChase N.A. September 2005 - January 2007
Education
Western Michigan University - Haworth College of Business 2000 — 2004
BS, Finance
Schiller International University 2003 — 2003
Term Abroad, International Business
Northwestern Mutual October 2007 - May 2010
Fiserv Lending Solutions January 2007 - August 2007
JPMorganChase N.A. September 2005 - January 2007
Education
Western Michigan University - Haworth College of Business 2000 — 2004
BS, Finance
Schiller International University 2003 — 2003
Term Abroad, International Business
Kenneth W. Jankowsky Kenneth W. Jankowsky's Northwestern Mutual Experience August 2009 - March 2012
Job Business Professional
Industry Financial Services
Experience
Northwestern Mutual August 2009 - March 2012
Tag Securities April 2007 - July 2009
Bay Crest Partners, LLC April 2005 - October 2006
R.J. Murphy&Associates,LLC June 1997 - April 2005
Skills
Series 7, Series 63, Securities, Equities, Trading, ETFs, Investments, Bloomberg, Hedge Funds, Electronic Trading, Equity Trading, Trading Systems, Uniform Combined State...
Education
University of Massachusetts Lowell 1995 — 1997
BA, Legal Studies and Sociology
Santa Fe Community College 1992 — 1994
Toms River East HS 1988 — 1992
Northwestern Mutual August 2009 - March 2012
Tag Securities April 2007 - July 2009
Bay Crest Partners, LLC April 2005 - October 2006
R.J. Murphy&Associates,LLC June 1997 - April 2005
Skills
Series 7, Series 63, Securities, Equities, Trading, ETFs, Investments, Bloomberg, Hedge Funds, Electronic Trading, Equity Trading, Trading Systems, Uniform Combined State...
Education
University of Massachusetts Lowell 1995 — 1997
BA, Legal Studies and Sociology
Santa Fe Community College 1992 — 1994
Toms River East HS 1988 — 1992
Clint Dirickson Clint Dirickson's Northwestern Mutual Experience June 2008 - Present
Job Financial Rpresentative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2008 - Present
Enterprise Rent-A-Car December 2007 - May 2008
HEB May 2007 - November 2007
Education
Schreiner University 2004 — 2008
Science, Mathematics
Northwestern Mutual June 2008 - Present
Enterprise Rent-A-Car December 2007 - May 2008
HEB May 2007 - November 2007
Education
Schreiner University 2004 — 2008
Science, Mathematics
Hassan Baber Hassan Baber's Northwestern Mutual Experience January 2013 - October 2013
Job Solutions Engineer
Industry Information Technology and Services
Experience
Deloitte August 2015 - Present
AT&T March 2014 - August 2015
Northwestern Mutual January 2013 - October 2013
The Fresh Market May 2007 - December 2012
Skills
Microsoft Excel, Regression Testing, Testing, Test Planning, Software Quality..., User Acceptance Testing, SQL, Quality Assurance, Manual Testing, GUI Testing, Agile Methodologies, Quality Center, Software Testing Life..., Databases, HP Quality Center, SharePoint, XML, Defect Logging, Defect Life Cycle, Defect Tracking, SDLC, End-to-end Testing, Test Cases, Automated Software..., Performance Testing, Rally, Agile Testing, Quantitative Analytics, Load Testing, Reports, Stock Market, Finance, PowerPoint
Education
University of Florida 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Finance, General
Santa Fe College 2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Deloitte August 2015 - Present
AT&T March 2014 - August 2015
Northwestern Mutual January 2013 - October 2013
The Fresh Market May 2007 - December 2012
Skills
Microsoft Excel, Regression Testing, Testing, Test Planning, Software Quality..., User Acceptance Testing, SQL, Quality Assurance, Manual Testing, GUI Testing, Agile Methodologies, Quality Center, Software Testing Life..., Databases, HP Quality Center, SharePoint, XML, Defect Logging, Defect Life Cycle, Defect Tracking, SDLC, End-to-end Testing, Test Cases, Automated Software..., Performance Testing, Rally, Agile Testing, Quantitative Analytics, Load Testing, Reports, Stock Market, Finance, PowerPoint
Education
University of Florida 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Finance, General
Santa Fe College 2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Paulo Pangan's Northwestern Mutual Experience March 2013 - February 2015
Job Business Development at FinancialForce.com
Industry Financial Services
Experience
FinancialForce.com May 2015 - Present
Upstart Network February 2015 - May 2015
Northwestern Mutual March 2013 - February 2015
Skills
Finance, Time Management, Financial Analysis, Leadership, Strategic Financial..., Microsoft Excel, Investments, Sales, Accounting, Risk Management, Public Speaking, Microsoft Word, Business Planning, Financial Planning, Madden, Salesforce.com, Professional Services, SaaS
Education
San Francisco State University 2012 — 2014
Bachelor's degree, Finance and Financial Management Services
FinancialForce.com May 2015 - Present
Upstart Network February 2015 - May 2015
Northwestern Mutual March 2013 - February 2015
Skills
Finance, Time Management, Financial Analysis, Leadership, Strategic Financial..., Microsoft Excel, Investments, Sales, Accounting, Risk Management, Public Speaking, Microsoft Word, Business Planning, Financial Planning, Madden, Salesforce.com, Professional Services, SaaS
Education
San Francisco State University 2012 — 2014
Bachelor's degree, Finance and Financial Management Services
Christian Montealvo's Northwestern Mutual Experience April 2015 - Present
Job +
Industry Investment Management
Experience
Northwestern Mutual April 2015 - Present
UBS April 2004 - September 2014
BNY Mellon August 2000 - December 2002
Skills
Business Development, Financial Planning, Leadership, Financial Analysis, Customer Relations, Abundance Mentality, Public Speaking, Investment Advisory, Common Sense, Financial Services, Teamwork, Sales Process, Emotional Intelligence, Interpersonal..., Benefits Negotiation, Stock Picking, Life Insurance, Sales Presentations, Needs Analysis, Retirement Planning, Creative Solutions, Creative Writing, Rollovers, Listening, Motivational Speaking, Life Coaching, Mediation 101, WordPress Developer..., Investments, Customer Service, Microsoft Excel, Finance
Education
University of California, Los Angeles 1997 — 2000
Bachelor's Degree, Political Science and Government
Santa Monica College 1994 — 1998
Associate's Degree
Northwestern Mutual April 2015 - Present
UBS April 2004 - September 2014
BNY Mellon August 2000 - December 2002
Skills
Business Development, Financial Planning, Leadership, Financial Analysis, Customer Relations, Abundance Mentality, Public Speaking, Investment Advisory, Common Sense, Financial Services, Teamwork, Sales Process, Emotional Intelligence, Interpersonal..., Benefits Negotiation, Stock Picking, Life Insurance, Sales Presentations, Needs Analysis, Retirement Planning, Creative Solutions, Creative Writing, Rollovers, Listening, Motivational Speaking, Life Coaching, Mediation 101, WordPress Developer..., Investments, Customer Service, Microsoft Excel, Finance
Education
University of California, Los Angeles 1997 — 2000
Bachelor's Degree, Political Science and Government
Santa Monica College 1994 — 1998
Associate's Degree
Nicholas Velasquez Nicholas Velasquez's Northwestern Mutual Experience January 2009 - January 2011
Job Director, Sales and Account Management at Delta Dental of New Mexico
Industry Insurance
Experience
Delta Dental of New Mexico April 2015 - Present
Delta Dental of New Mexico September 2014 - Present
Hewlett-Packard February 2011 - September 2014
Northwestern Mutual January 2009 - January 2011
Skills
Account Management, Sales, Sales Process, Direct Sales, Partner Management, Forecasting, Salesforce.com, Sales Operations, Sales Management, Data Center, Pre-sales, Lead Generation, Channel Partners
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
San Juan College 2005 — 2006
Delta Dental of New Mexico April 2015 - Present
Delta Dental of New Mexico September 2014 - Present
Hewlett-Packard February 2011 - September 2014
Northwestern Mutual January 2009 - January 2011
Skills
Account Management, Sales, Sales Process, Direct Sales, Partner Management, Forecasting, Salesforce.com, Sales Operations, Sales Management, Data Center, Pre-sales, Lead Generation, Channel Partners
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
San Juan College 2005 — 2006
Jordan Baker's Northwestern Mutual Experience October 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2014 - Present
T-Mobile July 2013 - September 2014
Grading Curve February 2013 - September 2014
Alternative Digital Printing March 2008 - February 2013
Skills
Customer Service, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Team Leadership, Social Media, Public Speaking, Time Management
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Economics
Santa Barbara City College 2011 — 2013
Pre-Medicine/Pre-Medical Studies
Glendora High School 2006 — 2010
High School, General Education, A+
Northwestern Mutual October 2014 - Present
T-Mobile July 2013 - September 2014
Grading Curve February 2013 - September 2014
Alternative Digital Printing March 2008 - February 2013
Skills
Customer Service, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Team Leadership, Social Media, Public Speaking, Time Management
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Economics
Santa Barbara City College 2011 — 2013
Pre-Medicine/Pre-Medical Studies
Glendora High School 2006 — 2010
High School, General Education, A+
Orlando Villa's Northwestern Mutual Experience February 2014 - July 2014
Job Water Conservation Intern at Santa Clara Valley Water District
Industry Renewables & Environment
Experience
Santa Clara Valley Water District September 2014 - Present
Northwestern Mutual February 2014 - July 2014
BrightCurrent January 2013 - January 2014
Gold's Gym October 2011 - May 2012
Skills
Leadership, Microsoft Word, Sales, Social Media, Entrepreneurship, Social Networking, Fundraising, Customer Service, Public Speaking, Event Planning, Microsoft Office, Microsoft Excel, Persuasion, Social Skills, PowerPoint, Solar Energy, Facebook, Time Management, Fitness, Google Apps, Twitter, Spanish, Philosophy, Economics, Self-confidence, Soccer Coaching, Water Conservation, Philanthropy, Interpersonal..., Humility, Volunteering, Community Service
Education
Santa Clara University
Bachelor of Science (BS), Economics, Philosophy
Santa Clara Valley Water District September 2014 - Present
Northwestern Mutual February 2014 - July 2014
BrightCurrent January 2013 - January 2014
Gold's Gym October 2011 - May 2012
Skills
Leadership, Microsoft Word, Sales, Social Media, Entrepreneurship, Social Networking, Fundraising, Customer Service, Public Speaking, Event Planning, Microsoft Office, Microsoft Excel, Persuasion, Social Skills, PowerPoint, Solar Energy, Facebook, Time Management, Fitness, Google Apps, Twitter, Spanish, Philosophy, Economics, Self-confidence, Soccer Coaching, Water Conservation, Philanthropy, Interpersonal..., Humility, Volunteering, Community Service
Education
Santa Clara University
Bachelor of Science (BS), Economics, Philosophy
Ashlyn Selland's Northwestern Mutual Experience June 2014 - December 2014
Job Marketing Manager at Rose Insurance Agency Inc
Industry Financial Services
Experience
Rose Insurance Agency, Inc. August 2015 - Present
Santa Clara University January 2014 - June 2015
FireEye, Inc. January 2015 - April 2015
Northwestern Mutual June 2014 - December 2014
Alpha Kappa Psi: Psi Omega Chapter May 2013 - April 2014
Target June 2013 - August 2013
Libi & Lola January 2013 - June 2013
Rose Insurance Agency June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Fashion, Retail, Photography, Market Research, Financial Statements, Budgets, Leadership, Social Media
Education
Santa Clara University 2011 — 2015
Bachelor of Science (B.S.), Finance, Retail Studies Minor, Junior
Rose Insurance Agency, Inc. August 2015 - Present
Santa Clara University January 2014 - June 2015
FireEye, Inc. January 2015 - April 2015
Northwestern Mutual June 2014 - December 2014
Alpha Kappa Psi: Psi Omega Chapter May 2013 - April 2014
Target June 2013 - August 2013
Libi & Lola January 2013 - June 2013
Rose Insurance Agency June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Fashion, Retail, Photography, Market Research, Financial Statements, Budgets, Leadership, Social Media
Education
Santa Clara University 2011 — 2015
Bachelor of Science (B.S.), Finance, Retail Studies Minor, Junior
Joey Magpayo Joey Magpayo's Northwestern Mutual Experience April 2011 - January 2012
Job Technical Recruiter
Industry Staffing and Recruiting
Experience
TEKsystems September 2014 - Present
JPMorgan Chase February 2012 - September 2014
Northwestern Mutual April 2011 - January 2012
California Pizza Kitchen January 2006 - April 2011
Skills
Business Operations, Budget Administration, Resource Administration, Project Management, Account Management, Process Improvement, Workflow Improvement, Relationship Management, Long-Term Planning, Strategic Planning, Team Collaboration, Departmental..., Alliance-Building, Customer Retention, Customer Loyalty, Procedure Development, Policy Development, System Enhancement, Program Enhancement, New Business Development, Federal & State..., Data Tracking, Report Generation, Performance Review, Performance Monitoring, Risk Assessment, Risk Mitigation, Team Training, Microsoft Office, Investigative Skills, Problem-Solving, Leadership, Referral Generation, Employee Recruitment, Goal-Setting, Sales, Microsoft Excel, Marketing, Life Insurance, Budgets, Interviews, Risk Management, Financial Services, Social Networking, Recruiting, Performance Management, Team Building
Education
San Jose State University 2005 — 2009
Bachelor of Arts, Business Finance
Moreau Catholic High School 2001 — 2005
High School Diploma
TEKsystems September 2014 - Present
JPMorgan Chase February 2012 - September 2014
Northwestern Mutual April 2011 - January 2012
California Pizza Kitchen January 2006 - April 2011
Skills
Business Operations, Budget Administration, Resource Administration, Project Management, Account Management, Process Improvement, Workflow Improvement, Relationship Management, Long-Term Planning, Strategic Planning, Team Collaboration, Departmental..., Alliance-Building, Customer Retention, Customer Loyalty, Procedure Development, Policy Development, System Enhancement, Program Enhancement, New Business Development, Federal & State..., Data Tracking, Report Generation, Performance Review, Performance Monitoring, Risk Assessment, Risk Mitigation, Team Training, Microsoft Office, Investigative Skills, Problem-Solving, Leadership, Referral Generation, Employee Recruitment, Goal-Setting, Sales, Microsoft Excel, Marketing, Life Insurance, Budgets, Interviews, Risk Management, Financial Services, Social Networking, Recruiting, Performance Management, Team Building
Education
San Jose State University 2005 — 2009
Bachelor of Arts, Business Finance
Moreau Catholic High School 2001 — 2005
High School Diploma
Charlotte Cotterill Brown Charlotte Cotterill Brown's Northwestern Mutual Experience November 2013 - January 2014
Job Customer Success Operations Associate at Apttus
Industry Information Technology and Services
Experience
Apttus March 2015 - Present
SmartStream Technologies August 2014 - March 2015
Redbeacon (Acquired by the Home Depot) February 2014 - August 2014
Cardinal Scholars June 2013 - June 2014
Santa Clara University April 2012 - April 2014
Santa Clara University September 2013 - March 2014
Northwestern Mutual November 2013 - January 2014
Macy's June 2013 - August 2013
Santa Clara University October 2011 - June 2013
Alva June 2012 - August 2012
Skills
Analysis, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Economics, Salesforce.com, Gainsight, SQL, Zendesk, R, SWOT analysis, Statistics, Organizing, Mathematical Economics, Management, Communication, Social Media, Event Planning, Teamwork, Mathematics, Access, Retail, Social Networking, Always Punctual, Critical Thinking, Sales Management, Sales, Team Leadership, OS X, iMovie, iPhoto, Google Docs, JIRA
Education
Santa Clara University 2010 — 2014
Bachelor of Science (B.S.), Economics, Mathematics Minor
Foundation for International Education - London 2012 — 2012
Study Abroad
Eagle High School 2006 — 2010
Apttus March 2015 - Present
SmartStream Technologies August 2014 - March 2015
Redbeacon (Acquired by the Home Depot) February 2014 - August 2014
Cardinal Scholars June 2013 - June 2014
Santa Clara University April 2012 - April 2014
Santa Clara University September 2013 - March 2014
Northwestern Mutual November 2013 - January 2014
Macy's June 2013 - August 2013
Santa Clara University October 2011 - June 2013
Alva June 2012 - August 2012
Skills
Analysis, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Economics, Salesforce.com, Gainsight, SQL, Zendesk, R, SWOT analysis, Statistics, Organizing, Mathematical Economics, Management, Communication, Social Media, Event Planning, Teamwork, Mathematics, Access, Retail, Social Networking, Always Punctual, Critical Thinking, Sales Management, Sales, Team Leadership, OS X, iMovie, iPhoto, Google Docs, JIRA
Education
Santa Clara University 2010 — 2014
Bachelor of Science (B.S.), Economics, Mathematics Minor
Foundation for International Education - London 2012 — 2012
Study Abroad
Eagle High School 2006 — 2010
Chase Harmon Chase Harmon's Northwestern Mutual Experience December 2012 - May 2013
Job Staffing Consultant at Express Professionals
Industry Marketing and Advertising
Experience
Express Employment Professionals December 2014 - June 2015
Boys & Girls Clubs of America March 2014 - November 2014
Northwestern Mutual December 2012 - May 2013
Boys & Girls Clubs of America January 2011 - November 2012
Ocean Beauty Seafoods June 2012 - July 2012
Special Olympics February 2012 - May 2012
Famous Footwear July 2011 - September 2011
Skills
Team Leadership, Public Speaking, Sales, Connector of People, Communication Skills, Special Education, Event Management, Youth Mentoring, Microsoft Excel, Leadership, Community Outreach, Team Building, Social Networking, Fundraising
Education
Seattle Pacific University 2010 — 2013
Business Administration, International Business Concentration, Graduated
Express Employment Professionals December 2014 - June 2015
Boys & Girls Clubs of America March 2014 - November 2014
Northwestern Mutual December 2012 - May 2013
Boys & Girls Clubs of America January 2011 - November 2012
Ocean Beauty Seafoods June 2012 - July 2012
Special Olympics February 2012 - May 2012
Famous Footwear July 2011 - September 2011
Skills
Team Leadership, Public Speaking, Sales, Connector of People, Communication Skills, Special Education, Event Management, Youth Mentoring, Microsoft Excel, Leadership, Community Outreach, Team Building, Social Networking, Fundraising
Education
Seattle Pacific University 2010 — 2013
Business Administration, International Business Concentration, Graduated
Brandon Rullamas Brandon Rullamas's Northwestern Mutual Experience May 2012 - December 2014
Job Account Executive
Industry Marketing and Advertising
Experience
The So Cal Group June 2015 - September 2015
RankFirstThenPay.com January 2015 - May 2015
Northwestern Mutual May 2012 - December 2014
Skills
Financial Analysis, Investments, Financial Modeling, Sales, Retirement Planning, Series 7, Finance, Insurance, Mutual Funds, Time Management, PowerPoint, Securities
Education
San Francisco State University, College of Business 2010 — 2013
Bachelor's, Finance
The So Cal Group June 2015 - September 2015
RankFirstThenPay.com January 2015 - May 2015
Northwestern Mutual May 2012 - December 2014
Skills
Financial Analysis, Investments, Financial Modeling, Sales, Retirement Planning, Series 7, Finance, Insurance, Mutual Funds, Time Management, PowerPoint, Securities
Education
San Francisco State University, College of Business 2010 — 2013
Bachelor's, Finance
Spencer Stumbaugh Spencer Stumbaugh's Northwestern Mutual Experience September 2013 - June 2014
Job Director of Marketing at Mvmt Watches Inc
Industry Marketing and Advertising
Experience
Mvmt Watches Inc February 2015 - Present
Barrel O'Monkeyz May 2014 - February 2015
Northwestern Mutual September 2013 - June 2014
Skills
Marketing, Social Media Marketing, Content Development, Brand Development, Online Advertising, Leadership, Marketing Communications, Sales, Networking, Social Media Measurement, Graphic Design, Photoshop, Photography, Recruiting, Social Media
Education
San Diego State University-California State University 2009 — 2014
Bachelor of Science (B.S.), Marketing, Major GPA 3.74, Specialization in Integrated Marketing Communications
University of Oxford
International Relations and Marketing
Cardinal Newman High School 2005 — 2009
Mvmt Watches Inc February 2015 - Present
Barrel O'Monkeyz May 2014 - February 2015
Northwestern Mutual September 2013 - June 2014
Skills
Marketing, Social Media Marketing, Content Development, Brand Development, Online Advertising, Leadership, Marketing Communications, Sales, Networking, Social Media Measurement, Graphic Design, Photoshop, Photography, Recruiting, Social Media
Education
San Diego State University-California State University 2009 — 2014
Bachelor of Science (B.S.), Marketing, Major GPA 3.74, Specialization in Integrated Marketing Communications
University of Oxford
International Relations and Marketing
Cardinal Newman High School 2005 — 2009
Nathan Shoemake's Northwestern Mutual Experience May 2013 - July 2013
Job Assistant Account Rep at Wells Fargo Insurance Services USA, Inc.
Industry Insurance
Experience
Wells Fargo Insurance Services USA, Inc. September 2014 - Present
Northwestern Mutual May 2013 - July 2013
UPS May 2012 - July 2012
Schoolcraft College September 2010 - July 2011
Skills
Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Public Speaking, Time Management, Customer Service, Event Planning, Social Media, Data Entry, Market Research, Social Networking, Communication, Microsoft Excel, Research, Team Leadership, Event Management, Insurance
Education
University of Michigan 2012 — 2014
Bachelor of Arts (BA), Economics
Schoolcraft College 2010 — 2012
Associate of Science (AS), Science
Plymouth High School 2006 — 2010
Diploma, General Studies
Wells Fargo Insurance Services USA, Inc. September 2014 - Present
Northwestern Mutual May 2013 - July 2013
UPS May 2012 - July 2012
Schoolcraft College September 2010 - July 2011
Skills
Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Public Speaking, Time Management, Customer Service, Event Planning, Social Media, Data Entry, Market Research, Social Networking, Communication, Microsoft Excel, Research, Team Leadership, Event Management, Insurance
Education
University of Michigan 2012 — 2014
Bachelor of Arts (BA), Economics
Schoolcraft College 2010 — 2012
Associate of Science (AS), Science
Plymouth High School 2006 — 2010
Diploma, General Studies
Anne May Navarrete's Northwestern Mutual Experience July 2015 - Present
Job PR and Communications Professional
Industry Public Relations and Communications
Experience
Northwestern Mutual July 2015 - Present
Esurance February 2013 - July 2015
Esurance November 2011 - February 2013
Stella & Dot June 2011 - November 2011
Esurance July 2010 - April 2011
San Jose State University 2008 - 2010
Skills
Corporate Communications, Strategic Communications, Public Relations, Press Releases, Internal Communications, Copywriting, Public Speaking, Strategy, Social Networking, Marketing Communications, Social Media, Event Planning, Communication, Editing, Facebook, Leadership, Advertising
Education
San Jose State University 2008 — 2011
Master of Arts (M.A.)
San Jose State University 2004 — 2008
Master of Arts (M.A.)
Northwestern Mutual July 2015 - Present
Esurance February 2013 - July 2015
Esurance November 2011 - February 2013
Stella & Dot June 2011 - November 2011
Esurance July 2010 - April 2011
San Jose State University 2008 - 2010
Skills
Corporate Communications, Strategic Communications, Public Relations, Press Releases, Internal Communications, Copywriting, Public Speaking, Strategy, Social Networking, Marketing Communications, Social Media, Event Planning, Communication, Editing, Facebook, Leadership, Advertising
Education
San Jose State University 2008 — 2011
Master of Arts (M.A.)
San Jose State University 2004 — 2008
Master of Arts (M.A.)
Dianna Gons's Northwestern Mutual Experience July 2015 - Present
Job Financial Assistant at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual July 2015 - Present
Artemis and Arts October 2007 - Present
Bleakley Financial Group September 2014 - June 2015
The GMS Group September 2012 - August 2014
StormHarbour Securities July 2011 - September 2012
TG Designs July 1999 - June 2009
Chiropractic & Rehab Center December 2003 - February 2008
Skills
Painting, Microsoft Office, Art, Microsoft Excel, Adobe Creative Suite, Oil Painting, Advertising, Graphic Design, Photography, Illustrator, Broker Support, Sales..., Life Insurance, Disability Insurance, Long Term Care Insurance, Investments, Underwriting, Onboarding, Photoshop, Fine Art, Illustration, Sculpture, Drawing, Visual Arts, Creative Writing, Management
Education
School of Visual Arts 2007 — 2009
Illustration
William Paterson University of New Jersey 2002 — 2004
Bachelor of Arts (BA), Communications major, Psychology minor
Northwestern Mutual July 2015 - Present
Artemis and Arts October 2007 - Present
Bleakley Financial Group September 2014 - June 2015
The GMS Group September 2012 - August 2014
StormHarbour Securities July 2011 - September 2012
TG Designs July 1999 - June 2009
Chiropractic & Rehab Center December 2003 - February 2008
Skills
Painting, Microsoft Office, Art, Microsoft Excel, Adobe Creative Suite, Oil Painting, Advertising, Graphic Design, Photography, Illustrator, Broker Support, Sales..., Life Insurance, Disability Insurance, Long Term Care Insurance, Investments, Underwriting, Onboarding, Photoshop, Fine Art, Illustration, Sculpture, Drawing, Visual Arts, Creative Writing, Management
Education
School of Visual Arts 2007 — 2009
Illustration
William Paterson University of New Jersey 2002 — 2004
Bachelor of Arts (BA), Communications major, Psychology minor
Morgan Moore Morgan Moore's Northwestern Mutual Experience 2008 - 2010
Job Program and Operations Manager
Industry Nonprofit Organization Management
Experience
LDF April 2015 - Present
American Red Cross March 2014 - April 2015
St. Anthony Foundation July 2012 - February 2014
GLAAD March 2010 - February 2012
San Francisco Museum of Modern Art November 2008 - September 2010
Northwestern Mutual 2008 - 2010
Skills
Event Planning, Non-profits, Social Media, Fundraising, Management, Budgets, Program Management, Research, Outlook, Volunteer Management, Marketing, Project Management, PowerPoint, Microsoft Word, Nonprofits, Recruiting, Social Media Marketing, Public Relations, Employee Training, Grant Writing, Press Releases, Editing, Microsoft Office, Leadership, Coaching, Event Management, Leadership Development, Photoshop, Teaching, Customer Service, Training, Sales, Marketing Communications, Community Outreach, Facebook, Advertising, Social Networking, Strategic Planning, Public Speaking, Microsoft Excel, Blogging, Community Development, Creative Writing, Newsletters, Philanthropy, Program Development, Proofreading, Strategic Communications, Team Building, Time Management
Education
San Francisco State University 2006 — 2009
BA
University of Colorado at Boulder 2003 — 2005
LDF April 2015 - Present
American Red Cross March 2014 - April 2015
St. Anthony Foundation July 2012 - February 2014
GLAAD March 2010 - February 2012
San Francisco Museum of Modern Art November 2008 - September 2010
Northwestern Mutual 2008 - 2010
Skills
Event Planning, Non-profits, Social Media, Fundraising, Management, Budgets, Program Management, Research, Outlook, Volunteer Management, Marketing, Project Management, PowerPoint, Microsoft Word, Nonprofits, Recruiting, Social Media Marketing, Public Relations, Employee Training, Grant Writing, Press Releases, Editing, Microsoft Office, Leadership, Coaching, Event Management, Leadership Development, Photoshop, Teaching, Customer Service, Training, Sales, Marketing Communications, Community Outreach, Facebook, Advertising, Social Networking, Strategic Planning, Public Speaking, Microsoft Excel, Blogging, Community Development, Creative Writing, Newsletters, Philanthropy, Program Development, Proofreading, Strategic Communications, Team Building, Time Management
Education
San Francisco State University 2006 — 2009
BA
University of Colorado at Boulder 2003 — 2005
Melissa Magat's Northwestern Mutual Experience August 2014 - April 2015
Job Account Manager at PINT, Inc.
Industry Information Technology and Services
Experience
PINT, Inc. August 2015 - Present
Sunrun July 2015 - Present
Northwestern Mutual August 2014 - April 2015
The Active Network May 2007 - April 2014
bds marketing November 2005 - April 2007
GMR Marketing May 2004 - August 2006
Legacy Marketing Partners January 2005 - December 2005
KBA Marketing February 2000 - August 2002
Skills
Account Management, Event Management, Sales, SaaS, Management, New Business Development, Sales Process, New Hire Training, Organizational..., Social Media Marketing, B2B software, Marketing, Strategic Partnerships, Strategy, Retail, Customer Service, Sports, Program Management, Sports Marketing, Professional Services, Account Executives, Microsoft Excel, CRM
Education
San Francisco State University 2002 — 2005
BS and BA, Business Marketing, Speech Communications (Organizational)
PINT, Inc. August 2015 - Present
Sunrun July 2015 - Present
Northwestern Mutual August 2014 - April 2015
The Active Network May 2007 - April 2014
bds marketing November 2005 - April 2007
GMR Marketing May 2004 - August 2006
Legacy Marketing Partners January 2005 - December 2005
KBA Marketing February 2000 - August 2002
Skills
Account Management, Event Management, Sales, SaaS, Management, New Business Development, Sales Process, New Hire Training, Organizational..., Social Media Marketing, B2B software, Marketing, Strategic Partnerships, Strategy, Retail, Customer Service, Sports, Program Management, Sports Marketing, Professional Services, Account Executives, Microsoft Excel, CRM
Education
San Francisco State University 2002 — 2005
BS and BA, Business Marketing, Speech Communications (Organizational)
Micah Cabagbag's Northwestern Mutual Experience March 2014 - December 2014
Job Sales Development Representative at OneRent
Industry Financial Services
Experience
OneRent September 2015 - Present
Farmers Insurance October 2014 - Present
Fisher Investments June 2015 - September 2015
Santa Clara University November 2013 - August 2015
Santa Clara University April 2014 - April 2015
Northwestern Mutual March 2014 - December 2014
Iolani School June 2010 - July 2013
Education
Santa Clara University - Leavey School of Business 2013 — 2017
Bachelor of Commerce (B.Com.), Finance, General, Sophomore
'Iolani High School 2010 — 2013
High School Diploma
OneRent September 2015 - Present
Farmers Insurance October 2014 - Present
Fisher Investments June 2015 - September 2015
Santa Clara University November 2013 - August 2015
Santa Clara University April 2014 - April 2015
Northwestern Mutual March 2014 - December 2014
Iolani School June 2010 - July 2013
Education
Santa Clara University - Leavey School of Business 2013 — 2017
Bachelor of Commerce (B.Com.), Finance, General, Sophomore
'Iolani High School 2010 — 2013
High School Diploma
John Trapani, CFP John Trapani, CFP's Northwestern Mutual Experience 2007 - Present
Job Wealth Management Advisor with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2007 - Present
Skills
Securities, Risk Management, Business Planning, Insurance, Retirement, Marketing, Retirement Planning, Investments, Strategic Financial..., Employee Benefits, Estate Planning, Life Insurance, Financial Analysis, Mutual Funds, Fixed Income, Asset Allocation, Wealth Management, Series 7, Wealth Accumulation, Investment Strategies, Finance, Asset Management, Financial Planning
Education
Santa Clara University - Leavey School of Business 1997 — 2001
BSC, OMIS
Loyola High School, Los Angeles 1993 — 1997
Northwestern Mutual 2007 - Present
Skills
Securities, Risk Management, Business Planning, Insurance, Retirement, Marketing, Retirement Planning, Investments, Strategic Financial..., Employee Benefits, Estate Planning, Life Insurance, Financial Analysis, Mutual Funds, Fixed Income, Asset Allocation, Wealth Management, Series 7, Wealth Accumulation, Investment Strategies, Finance, Asset Management, Financial Planning
Education
Santa Clara University - Leavey School of Business 1997 — 2001
BSC, OMIS
Loyola High School, Los Angeles 1993 — 1997
Steve Andriolo's Northwestern Mutual Experience September 2012 - Present
Job Technology Coach/Coordinator
Industry Professional Training & Coaching
Experience
Northwestern Mutual September 2012 - Present
Self-Employed June 2009 - August 2013
Self-employed November 2011 - September 2012
County College of Morris January 2004 - September 2012
LLTeach Inc. July 2003 - November 2011
Artworld Galleries September 2000 - July 2003
Skills
Training, Editing, Microsoft Office, Curriculum Design, Teaching, Leadership, Coaching, E-Learning, Copy Editing, Writing, Adobe Creative Suite, Social Media, Proofreading, Adobe Acrobat, Management, Microsoft Excel, Social Networking, Sales, Higher Education, Technical Training, SMART Notebook 10, SMART Response, Public Speaking, Troubleshooting
Education
Sarah Lawrence College 2000 — 2003
MFA, Writing
Stockton University 1996 — 2000
BA, Literature
Randolph High School 1992 — 1996
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Northwestern Mutual September 2012 - Present
Self-Employed June 2009 - August 2013
Self-employed November 2011 - September 2012
County College of Morris January 2004 - September 2012
LLTeach Inc. July 2003 - November 2011
Artworld Galleries September 2000 - July 2003
Skills
Training, Editing, Microsoft Office, Curriculum Design, Teaching, Leadership, Coaching, E-Learning, Copy Editing, Writing, Adobe Creative Suite, Social Media, Proofreading, Adobe Acrobat, Management, Microsoft Excel, Social Networking, Sales, Higher Education, Technical Training, SMART Notebook 10, SMART Response, Public Speaking, Troubleshooting
Education
Sarah Lawrence College 2000 — 2003
MFA, Writing
Stockton University 1996 — 2000
BA, Literature
Randolph High School 1992 — 1996
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nicole Fallon's Northwestern Mutual Experience January 2013 - June 2013
Job Marketing Assistant at Media Services Inc
Industry Marketing and Advertising
Experience
Media Services Inc June 2015 - Present
Espresso Elegance January 2013 - Present
Nanny October 2012 - Present
Northwestern Mutual January 2013 - June 2013
Sandella's Flatbread Cafe January 2012 - January 2013
YMCA 2011 - 2012
Skills
Customer Service, Marketing, Interpersonal Skill, PowerPoint, Teamwork, Microsoft Office, Event Planning, Time Management, Microsoft Word, Public Speaking, Social Media, Leadership, Social Networking
Education
Seattle Pacific University 2012 — 2016
Temecula Valley High School 2008 — 2012
Media Services Inc June 2015 - Present
Espresso Elegance January 2013 - Present
Nanny October 2012 - Present
Northwestern Mutual January 2013 - June 2013
Sandella's Flatbread Cafe January 2012 - January 2013
YMCA 2011 - 2012
Skills
Customer Service, Marketing, Interpersonal Skill, PowerPoint, Teamwork, Microsoft Office, Event Planning, Time Management, Microsoft Word, Public Speaking, Social Media, Leadership, Social Networking
Education
Seattle Pacific University 2012 — 2016
Temecula Valley High School 2008 — 2012
Mike Kearns CLU ChFC Mike Kearns CLU ChFC's Northwestern Mutual Experience 1981 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network April 1981 - Present
Northwestern Mutual 1981 - Present
Skills
Long Term Care, Disability Insurance, Annuities, Financial Planning, Mutual Funds, Business Planning, Estate Planning, 401k, 401k Rollovers, Asset Allocation, Asset Management, Financial Services, Long-term Care, Fixed Annuities, Series 6, Insurance, Series 65, Strategic Financial..., Portfolio Management, Retirement Planning, Retirement, Life Insurance, Investment Strategies, Sales, Financial Analysis, IRAs, Wealth Management, Investments, Investment Advisory, Small Business, Series 7, Series 63, FINRA, Wealth, Wealth Accumulation, Long Term Care Insurance, Uniform Combined State..., Defined Benefit, Term Life Insurance
Education
Santa Clara University 1969 — 1972
BA
Northwestern Mutual Financial Network April 1981 - Present
Northwestern Mutual 1981 - Present
Skills
Long Term Care, Disability Insurance, Annuities, Financial Planning, Mutual Funds, Business Planning, Estate Planning, 401k, 401k Rollovers, Asset Allocation, Asset Management, Financial Services, Long-term Care, Fixed Annuities, Series 6, Insurance, Series 65, Strategic Financial..., Portfolio Management, Retirement Planning, Retirement, Life Insurance, Investment Strategies, Sales, Financial Analysis, IRAs, Wealth Management, Investments, Investment Advisory, Small Business, Series 7, Series 63, FINRA, Wealth, Wealth Accumulation, Long Term Care Insurance, Uniform Combined State..., Defined Benefit, Term Life Insurance
Education
Santa Clara University 1969 — 1972
BA
Divya Kaur Divya Kaur's Northwestern Mutual Experience June 2015 - August 2015
Job Private Wealth Management Intern at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - August 2015
San Jose State University January 2014 - June 2015
CHRISTIAN MEDICAL COLLEGE AND HOSPITAL May 2014 - August 2014
El Camino Hospital January 2013 - January 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Financial Analysis, Organization Skills
Education
University of Southern California 2015 — 2017
Bachelor’s Degree, Finance, General
San Jose State University 2013 — 2015
Accounting and Finance
Lynbrook High School 2009 — 2013
High School
Northwestern Mutual June 2015 - August 2015
San Jose State University January 2014 - June 2015
CHRISTIAN MEDICAL COLLEGE AND HOSPITAL May 2014 - August 2014
El Camino Hospital January 2013 - January 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Financial Analysis, Organization Skills
Education
University of Southern California 2015 — 2017
Bachelor’s Degree, Finance, General
San Jose State University 2013 — 2015
Accounting and Finance
Lynbrook High School 2009 — 2013
High School
Ashley Reed's Northwestern Mutual Experience December 2013 - Present
Job Office Manager | Contract, License & Registration Coordinator at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual December 2013 - Present
Northwestern Mutual December 2013 - Present
Northwestern Mutual September 2013 - November 2013
Northwestern Mutual - Washington, DC August 2012 - August 2013
Northwestern Mutual April 2011 - July 2012
Northwestern Mutual September 2010 - April 2011
City of Coppell June 2010 - January 2011
Skinner Organization & Family August 2010 - September 2010
George Jewell Events & Catering November 2008 - May 2010
Caribou Coffee August 2008 - May 2009
Skills
Sales, Microsoft Excel, PowerPoint, Teaching, Administration, Microsoft Word, Data Entry, Customer Satisfaction, Training, Payroll, Social Networking, Public Speaking, Financial Planning, Social Media, Leadership, Customer Service, Event Planning, Time Management, Data Analysis, Business Development, Human Resources, Management, Microsoft Office, Teamwork, Outlook
Education
Sonoma State University 2006 — 2008
BA, Liberal Studies, Dean's High Honors List 2006 - 2008
Santa Rosa Junior College 2004 — 2006
Northwestern Mutual December 2013 - Present
Northwestern Mutual December 2013 - Present
Northwestern Mutual September 2013 - November 2013
Northwestern Mutual - Washington, DC August 2012 - August 2013
Northwestern Mutual April 2011 - July 2012
Northwestern Mutual September 2010 - April 2011
City of Coppell June 2010 - January 2011
Skinner Organization & Family August 2010 - September 2010
George Jewell Events & Catering November 2008 - May 2010
Caribou Coffee August 2008 - May 2009
Skills
Sales, Microsoft Excel, PowerPoint, Teaching, Administration, Microsoft Word, Data Entry, Customer Satisfaction, Training, Payroll, Social Networking, Public Speaking, Financial Planning, Social Media, Leadership, Customer Service, Event Planning, Time Management, Data Analysis, Business Development, Human Resources, Management, Microsoft Office, Teamwork, Outlook
Education
Sonoma State University 2006 — 2008
BA, Liberal Studies, Dean's High Honors List 2006 - 2008
Santa Rosa Junior College 2004 — 2006
Daniel T. Goodman Daniel T. Goodman's Northwestern Mutual Experience March 2013 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2013 - Present
The Good Brewer January 2005 - August 2013
Mad Zymurgists 2010 - February 2012
Mervyn*s September 2003 - October 2004
ProBusiness, A Division of ADP National Accounts January 2002 - September 2003
Banca di Roma January 2001 - January 2002
The Clorox Company January 2000 - January 2001
Cadence Design Systems 1997 - 1999
Skills
Wine, Beer, Financial Modeling, Marketing, Pricing Analysis, Retail, Food, Financial Analysis, Pricing, Negotiation, Management, Business Strategy, Analysis, Purchasing, Leadership, Inventory Management, Product Development, Customer Service, Wineries, Business Planning, Sales, Project Planning, Culinary Skills, Winemaking, Brewing, Beverage Industry, Microsoft Excel, Restaurants, Income Statement, Social Media, New Business Development, Forecasting, P&L, Finance
Education
Santa Clara University 1997 — 2000
MBA, Finance and Quantitative Decision Methods
Santa Clara 1997 — 1999
MBA, Investment Analysis
San Jose State University
B.A, Economics
Northwestern Mutual March 2013 - Present
The Good Brewer January 2005 - August 2013
Mad Zymurgists 2010 - February 2012
Mervyn*s September 2003 - October 2004
ProBusiness, A Division of ADP National Accounts January 2002 - September 2003
Banca di Roma January 2001 - January 2002
The Clorox Company January 2000 - January 2001
Cadence Design Systems 1997 - 1999
Skills
Wine, Beer, Financial Modeling, Marketing, Pricing Analysis, Retail, Food, Financial Analysis, Pricing, Negotiation, Management, Business Strategy, Analysis, Purchasing, Leadership, Inventory Management, Product Development, Customer Service, Wineries, Business Planning, Sales, Project Planning, Culinary Skills, Winemaking, Brewing, Beverage Industry, Microsoft Excel, Restaurants, Income Statement, Social Media, New Business Development, Forecasting, P&L, Finance
Education
Santa Clara University 1997 — 2000
MBA, Finance and Quantitative Decision Methods
Santa Clara 1997 — 1999
MBA, Investment Analysis
San Jose State University
B.A, Economics
Nate Silverman Nate Silverman's Northwestern Mutual Experience January 2013 - April 2014
Job Assurance ASA at EY
Industry Accounting
Experience
EY January 2015 - Present
Pagano & Kass December 2013 - January 2015
Financial Navigator SMI Fund August 2014 - December 2014
Vice Mayor Madison Nguyen February 2014 - July 2014
Northwestern Mutual January 2013 - April 2014
Skills
Financial Services, Organizational..., Strategic Financial..., Financial Analysis, Financial Accounting, Leadership, Insurance, Disability Insurance, Finance, Analysis, Investments, Fixed Annuities, Risk Management, Long-term Care, Life Insurance, Microsoft Word, PowerPoint, Financial Planning
Education
San Jose State University 2010 — 2014
Bachelor of Science (B.S.), Corporate Financial Management
San Jose State University 2010 — 2014
Minor, Business Psychology
EY January 2015 - Present
Pagano & Kass December 2013 - January 2015
Financial Navigator SMI Fund August 2014 - December 2014
Vice Mayor Madison Nguyen February 2014 - July 2014
Northwestern Mutual January 2013 - April 2014
Skills
Financial Services, Organizational..., Strategic Financial..., Financial Analysis, Financial Accounting, Leadership, Insurance, Disability Insurance, Finance, Analysis, Investments, Fixed Annuities, Risk Management, Long-term Care, Life Insurance, Microsoft Word, PowerPoint, Financial Planning
Education
San Jose State University 2010 — 2014
Bachelor of Science (B.S.), Corporate Financial Management
San Jose State University 2010 — 2014
Minor, Business Psychology
Daniel Mottice's Northwestern Mutual Experience May 2014 - August 2014
Job Investment Intern, Hedge Funds and Public Markets at C.M. Capital Advisors
Industry Investment Management
Experience
C.M. Capital Advisors January 2015 - Present
Santa Clara University September 2013 - January 2015
Northwestern Mutual May 2014 - August 2014
Skills
Microsoft Office, Leadership, Social Networking, Customer Service, Financial Analysis, Bloomberg, Due Diligence, Data Entry, Data Analysis, CRM, Finance, Networking, Research, Facebook, Microsoft Excel, PowerPoint, Microsoft Word
Education
Santa Clara University 2012 — 2016
Bachelor of Commerce (B.Com.), Finance, Economics, Senior
Universitat Autònoma de Barcelona
Management and Economics
C.M. Capital Advisors January 2015 - Present
Santa Clara University September 2013 - January 2015
Northwestern Mutual May 2014 - August 2014
Skills
Microsoft Office, Leadership, Social Networking, Customer Service, Financial Analysis, Bloomberg, Due Diligence, Data Entry, Data Analysis, CRM, Finance, Networking, Research, Facebook, Microsoft Excel, PowerPoint, Microsoft Word
Education
Santa Clara University 2012 — 2016
Bachelor of Commerce (B.Com.), Finance, Economics, Senior
Universitat Autònoma de Barcelona
Management and Economics
Stephanie Petersen, CPA Stephanie Petersen, CPA's Northwestern Mutual Experience May 2006 - January 2007
Job Senior Financial Analyst at Gilead Sciences
Industry Accounting
Experience
Gilead Sciences April 2012 - Present
PwC September 2009 - May 2012
WTAS June 2008 - September 2008
Yahoo! June 2007 - May 2008
Northwestern Mutual May 2006 - January 2007
Skills
Tax, Financial Reporting, Accounting, Financial Accounting, SEC filings, Auditing, US GAAP, Revenue Recognition, GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, CPA, Valuation, Fixed Assets, Tax Preparation, Financial Statements, Account Reconciliation, Mergers & Acquisitions, External Audit, General Ledger, Assurance, Sarbanes-Oxley, Variance Analysis, Finance, Accounts Receivable, Consolidation, Accounts Payable, SAP, Due Diligence, SEC Filings
Education
Santa Clara University 2005 — 2009
Bachelor of Science in Commerce, Accounting, Finance
Gilead Sciences April 2012 - Present
PwC September 2009 - May 2012
WTAS June 2008 - September 2008
Yahoo! June 2007 - May 2008
Northwestern Mutual May 2006 - January 2007
Skills
Tax, Financial Reporting, Accounting, Financial Accounting, SEC filings, Auditing, US GAAP, Revenue Recognition, GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, CPA, Valuation, Fixed Assets, Tax Preparation, Financial Statements, Account Reconciliation, Mergers & Acquisitions, External Audit, General Ledger, Assurance, Sarbanes-Oxley, Variance Analysis, Finance, Accounts Receivable, Consolidation, Accounts Payable, SAP, Due Diligence, SEC Filings
Education
Santa Clara University 2005 — 2009
Bachelor of Science in Commerce, Accounting, Finance
Jordan Greenhut Jordan Greenhut's Northwestern Mutual Experience January 2007 - December 2009
Job Sales Consultant at Wirless XPress, Inc.
Industry Food Production
Experience
Wirless X-Press, Inc. February 2015 - Present
Bart & Judy's Bakery July 2012 - Present
Petpro Products Inc January 2010 - July 2012
Northwestern Mutual January 2007 - December 2009
Petpro Products, Inc. 1997 - 2006
Skills
Customer Service, Negotiation, Public Speaking, Budgets, Management, Strategic Planning, Marketing Strategy, Marketing, Forecasting, New Business Development, Retail, Leadership, Business Development
Education
San Francisco State University 1992 — 1996
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
High School
Wirless X-Press, Inc. February 2015 - Present
Bart & Judy's Bakery July 2012 - Present
Petpro Products Inc January 2010 - July 2012
Northwestern Mutual January 2007 - December 2009
Petpro Products, Inc. 1997 - 2006
Skills
Customer Service, Negotiation, Public Speaking, Budgets, Management, Strategic Planning, Marketing Strategy, Marketing, Forecasting, New Business Development, Retail, Leadership, Business Development
Education
San Francisco State University 1992 — 1996
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
High School
Sean Zaher Sean Zaher's Northwestern Mutual Experience November 2012 - May 2013
Job Associate at CBRE
Industry Commercial Real Estate
Experience
CBRE August 2015 - Present
Voit Real Estate Services July 2014 - July 2015
UBS Financial Services Inc. June 2013 - April 2014
Northwestern Mutual November 2012 - May 2013
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
CBRE August 2015 - Present
Voit Real Estate Services July 2014 - July 2015
UBS Financial Services Inc. June 2013 - April 2014
Northwestern Mutual November 2012 - May 2013
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Lindsey Rae MacClaren's Northwestern Mutual Experience January 2015 - Present
Job Northwestern Mutual
Industry Marketing and Advertising
Experience
Northwestern Mutual January 2015 - Present
ViSalus November 2013 - December 2014
Ford Motor Company September 2004 - April 2013
Sweet Retreats Chocolate Shop September 2009 - December 2011
Skills
Public Speaking, Outside Sales, B2B Marketing, Social Media Marketing, Social Media, Lead Generation, profit minded cost..., account management and..., Computer Proficiency, Account Management, Recruiting, Strategy, Cold Calling, Marketing Strategy, Strategic Planning, Marketing, Product Development, Trade Shows, Fundraising, Sales, Customer Service, Leadership
Education
Western Michigan University 2000 — 2002
Schoolcraft College
Northwestern Mutual January 2015 - Present
ViSalus November 2013 - December 2014
Ford Motor Company September 2004 - April 2013
Sweet Retreats Chocolate Shop September 2009 - December 2011
Skills
Public Speaking, Outside Sales, B2B Marketing, Social Media Marketing, Social Media, Lead Generation, profit minded cost..., account management and..., Computer Proficiency, Account Management, Recruiting, Strategy, Cold Calling, Marketing Strategy, Strategic Planning, Marketing, Product Development, Trade Shows, Fundraising, Sales, Customer Service, Leadership
Education
Western Michigan University 2000 — 2002
Schoolcraft College
Genaro Martinez Genaro Martinez's Northwestern Mutual Experience May 2012 - July 2012
Job Senior Sales Service Representative
Industry Human Resources
Experience
HTS Engineering - Heat Transfer Solutions April 2015 - Present
Mondelēz International February 2014 - April 2015
Texas Voice Center August 2012 - February 2014
CBRE June 2013 - August 2013
ALPFA National 2012 - 2013
ALPFA National 2012 - 2013
Northwestern Mutual May 2012 - July 2012
The Home Depot February 2012 - May 2012
HBSA 2011 - 2012
Northern Tool + Equipment April 2011 - December 2011
Skills
Proficient in Microsoft..., Excellent Communication..., Always Willing to Learn, Enjoy Working with..., Team-oriented, patient, PowerPoint, Time Management, Training, Leadership, Access, Employee Relations, Microsoft Excel, Teamwork, Microsoft Word, Customer Service, Sales, Outlook
Education
University of Houston 2010 — 2013
Bachelor's degree, Human Resources Development
San Jacinto College 2009 — 2010
Business Administration and Management, General
HTS Engineering - Heat Transfer Solutions April 2015 - Present
Mondelēz International February 2014 - April 2015
Texas Voice Center August 2012 - February 2014
CBRE June 2013 - August 2013
ALPFA National 2012 - 2013
ALPFA National 2012 - 2013
Northwestern Mutual May 2012 - July 2012
The Home Depot February 2012 - May 2012
HBSA 2011 - 2012
Northern Tool + Equipment April 2011 - December 2011
Skills
Proficient in Microsoft..., Excellent Communication..., Always Willing to Learn, Enjoy Working with..., Team-oriented, patient, PowerPoint, Time Management, Training, Leadership, Access, Employee Relations, Microsoft Excel, Teamwork, Microsoft Word, Customer Service, Sales, Outlook
Education
University of Houston 2010 — 2013
Bachelor's degree, Human Resources Development
San Jacinto College 2009 — 2010
Business Administration and Management, General
Ricky Character Ricky Character's Northwestern Mutual Experience February 2011 - April 2012
Job Account Executive at Ricoh Business Solutions
Industry Information Technology and Services
Experience
Ricoh Business Solutions December 2012 - Present
Mountain View Los Altos (MVLA) Soccer Club May 2012 - Present
Northwestern Mutual February 2011 - April 2012
Santa Clara University Men's Soccer Team June 2007 - August 2011
New York Life Insurance Company April 2010 - June 2010
Skills
Investments, Series 7, Mutual Funds, Cold Calling
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science in Commerce, Finance
Santa Clara University
Bachelor of Science, Commerce; Finance
Christian Brothers High School 2002 — 2006
Ricoh Business Solutions December 2012 - Present
Mountain View Los Altos (MVLA) Soccer Club May 2012 - Present
Northwestern Mutual February 2011 - April 2012
Santa Clara University Men's Soccer Team June 2007 - August 2011
New York Life Insurance Company April 2010 - June 2010
Skills
Investments, Series 7, Mutual Funds, Cold Calling
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science in Commerce, Finance
Santa Clara University
Bachelor of Science, Commerce; Finance
Christian Brothers High School 2002 — 2006
Jone Lee, MBA Jone Lee, MBA's Northwestern Mutual Experience March 2015 - Present
Job Investment Professional and Individual Investor
Industry Investment Management
Experience
Northwestern Mutual March 2015 - Present
Lighthaven Capital Management LLC November 2013 - August 2014
Farmers Insurance June 2011 - November 2013
JPMorgan Chase October 2010 - March 2011
Citi September 2007 - July 2009
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Investments, Equity Valuation, Fixed Income, Alternative Investments, Asset Allocation, Series 7, Series 63, Series 65, CA Insurance License, CA Real Estate License
Education
San Francisco State University 2013 — 2014
Master of Business Administration (MBA), GPA- 3.84
San Francisco State University
Bachelor of Science (B.S.), Finance
Skyline College
Northwestern Mutual March 2015 - Present
Lighthaven Capital Management LLC November 2013 - August 2014
Farmers Insurance June 2011 - November 2013
JPMorgan Chase October 2010 - March 2011
Citi September 2007 - July 2009
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Investments, Equity Valuation, Fixed Income, Alternative Investments, Asset Allocation, Series 7, Series 63, Series 65, CA Insurance License, CA Real Estate License
Education
San Francisco State University 2013 — 2014
Master of Business Administration (MBA), GPA- 3.84
San Francisco State University
Bachelor of Science (B.S.), Finance
Skyline College
Walter David Sparks's Northwestern Mutual Experience October 2012 - April 2014
Job ►FINANCIAL ADVISOR, INVESTMENT ADVISOR, RETIREMENT ADVISOR◄
Industry Financial Services
Experience
Magazine World September 2014 - July 2015
Mikuni Restaurant May 2012 - May 2014
Northwestern Mutual October 2012 - April 2014
Yao Kiku Japanese Restaurant June 2011 - May 2012
AmeriCorps August 2009 - May 2012
Skills
Finance, Financial Analysis, Passion for Helping..., Chef, Investments, Strategic Financial..., Leadership, Microsoft Excel, Data Analysis, Retirement Planning, Sales, Teamwork, Management, Forecasting, Financial Reporting, Financial Accounting, Marketing, Accounting, Market Research, Economics, Customer Service, Restaurants, Strategic Planning, Analysis, Risk Management, Project Management, Microsoft Office, Business Strategy, Time Management, Mentoring, Marketing Strategy, Coaching, Financial Modeling, Negotiation, Business Planning, Public Speaking, Portfolio Management, Project Planning, Entrepreneurship, Planning, Strategy, Social Media, Business Development, Sales Management
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Managerial Economics
Santa Rosa Junior College 2009 — 2011
Economics
Magazine World September 2014 - July 2015
Mikuni Restaurant May 2012 - May 2014
Northwestern Mutual October 2012 - April 2014
Yao Kiku Japanese Restaurant June 2011 - May 2012
AmeriCorps August 2009 - May 2012
Skills
Finance, Financial Analysis, Passion for Helping..., Chef, Investments, Strategic Financial..., Leadership, Microsoft Excel, Data Analysis, Retirement Planning, Sales, Teamwork, Management, Forecasting, Financial Reporting, Financial Accounting, Marketing, Accounting, Market Research, Economics, Customer Service, Restaurants, Strategic Planning, Analysis, Risk Management, Project Management, Microsoft Office, Business Strategy, Time Management, Mentoring, Marketing Strategy, Coaching, Financial Modeling, Negotiation, Business Planning, Public Speaking, Portfolio Management, Project Planning, Entrepreneurship, Planning, Strategy, Social Media, Business Development, Sales Management
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Managerial Economics
Santa Rosa Junior College 2009 — 2011
Economics
Mahum Raza Mahum Raza's Northwestern Mutual Experience April 2014 — April 2015
Job Marketing Manager at Northwest Asset Management / RIA Innovation
Industry Financial Services
Experience
Cline & Casillas Law Firm December 2014 — August 2015
Northwestern Mutual April 2014 — April 2015
Awardpedia February 2014 — May 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Sales, PowerPoint, Financial Analysis, Microsoft Word, Insurance, Investments, Business Analysis, Event Planning, Public Speaking, Time Management, Social Networking, Marketing, Management, Social Media, Networking
Education
University of Saint Mary 2015 — 2016
Master of Business Administration (M.B.A.), Management Concentration
Seattle Pacific University 2011 — 2015
Bachelor’s Degree, Business Administration & Management
Cline & Casillas Law Firm December 2014 — August 2015
Northwestern Mutual April 2014 — April 2015
Awardpedia February 2014 — May 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Sales, PowerPoint, Financial Analysis, Microsoft Word, Insurance, Investments, Business Analysis, Event Planning, Public Speaking, Time Management, Social Networking, Marketing, Management, Social Media, Networking
Education
University of Saint Mary 2015 — 2016
Master of Business Administration (M.B.A.), Management Concentration
Seattle Pacific University 2011 — 2015
Bachelor’s Degree, Business Administration & Management
Bill Hendrick's Northwestern Mutual Experience October 2001 - February 2003
Job Sr. Mortgage Officer at Home Savings of America
Industry Financial Services
Experience
Home Savings of America July 2007 - Present
Northwestern Mutual October 2001 - February 2003
Dempsey & Company 1982 - 2001
Ocean Beauty Seafoods May 1980 - May 1982
Education
University of Colorado Boulder 1970 — 1974
BS, Finance
University of Colorado Boulder - Leeds School of Business 1970 — 1974
Seattle University
MBA, Marketing & Finance
Home Savings of America July 2007 - Present
Northwestern Mutual October 2001 - February 2003
Dempsey & Company 1982 - 2001
Ocean Beauty Seafoods May 1980 - May 1982
Education
University of Colorado Boulder 1970 — 1974
BS, Finance
University of Colorado Boulder - Leeds School of Business 1970 — 1974
Seattle University
MBA, Marketing & Finance
Lora Chiem, CFP®, CLU, ChFC, CLTC's Northwestern Mutual Experience March 2003 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2003 - Present
Skills
Retirement Planning, Education Funding, Investments, Estate Planning, Fixed Annuities, Finance, Disability Insurance, Retirement, Strategic Financial..., Securities, Long Term Care Insurance, Life Insurance, Insurance, 401k, Term Life Insurance, Long-term Care, Mortgage Lending, Asset Management, Financial Advisory, Employee Benefits, Mutual Funds, Analysis, Wealth Management, Risk Management, Financial Analysis, Series 63, Small Business, Asset Allocation, Financial Planning
Education
Santa Clara University 1999 — 2002
BS, Operations Management Information Systems
Mt. Pleasant High School 1995 — 1999
Northwestern Mutual March 2003 - Present
Skills
Retirement Planning, Education Funding, Investments, Estate Planning, Fixed Annuities, Finance, Disability Insurance, Retirement, Strategic Financial..., Securities, Long Term Care Insurance, Life Insurance, Insurance, 401k, Term Life Insurance, Long-term Care, Mortgage Lending, Asset Management, Financial Advisory, Employee Benefits, Mutual Funds, Analysis, Wealth Management, Risk Management, Financial Analysis, Series 63, Small Business, Asset Allocation, Financial Planning
Education
Santa Clara University 1999 — 2002
BS, Operations Management Information Systems
Mt. Pleasant High School 1995 — 1999
Nicholas Drummond's Northwestern Mutual Experience 2005 - 2006
Job Emergency Room Tech at HCA
Industry Hospital & Health Care
Experience
HCA November 2009 - Present
Grant Thornton 2008 - 2008
Moreau Appraisals March 2006 - August 2007
Northwestern Mutual 2005 - 2006
Four Seasons Hotels and Resorts June 2004 - November 2004
Skills
Paramedic, EMT, CPR, Direct Sales, Non-profits, Cpr Certified
Education
Santa Clara University 2005 — 2006
Accounting (CAAP, Audit
Vanguard University of Southern California 2003 — 2004
Business Administration, Management, Marketing, Finance, Accounting and Entrepreneurship
HCA November 2009 - Present
Grant Thornton 2008 - 2008
Moreau Appraisals March 2006 - August 2007
Northwestern Mutual 2005 - 2006
Four Seasons Hotels and Resorts June 2004 - November 2004
Skills
Paramedic, EMT, CPR, Direct Sales, Non-profits, Cpr Certified
Education
Santa Clara University 2005 — 2006
Accounting (CAAP, Audit
Vanguard University of Southern California 2003 — 2004
Business Administration, Management, Marketing, Finance, Accounting and Entrepreneurship
Dustin Leslie's Northwestern Mutual Experience October 2004 - January 2007
Job Territory Manager at Zimmer Biomet
Industry Medical Devices
Experience
Biomet 3i September 2014 - Present
Straumann September 2012 - April 2014
Biomet 3i August 2008 - September 2012
ADP March 2007 - August 2008
Northwestern Mutual October 2004 - January 2007
Skills
Sales, Healthcare Consulting, Dental Implants, Cold Calling, Direct Sales, Salesforce.com, Sales Process, Account Management, Sales Presentations, Sales Management, Sales Operations, Solution Selling, Employee Benefits, ADP Payroll, Medical Devices, Surgical Instruments, Bone Grafting, Hospital Sales, Oral Surgery, Periodontics, Presidents Club, Exceeding Quotas, Incentive Travel, Sales Growth
Education
University of Florida
Santa Fe College
Biomet 3i September 2014 - Present
Straumann September 2012 - April 2014
Biomet 3i August 2008 - September 2012
ADP March 2007 - August 2008
Northwestern Mutual October 2004 - January 2007
Skills
Sales, Healthcare Consulting, Dental Implants, Cold Calling, Direct Sales, Salesforce.com, Sales Process, Account Management, Sales Presentations, Sales Management, Sales Operations, Solution Selling, Employee Benefits, ADP Payroll, Medical Devices, Surgical Instruments, Bone Grafting, Hospital Sales, Oral Surgery, Periodontics, Presidents Club, Exceeding Quotas, Incentive Travel, Sales Growth
Education
University of Florida
Santa Fe College
Helen Fong's Northwestern Mutual Experience June 2002 - April 2007
Job Rodan + Fields Dermatologists
Industry Health, Wellness and Fitness
Experience
Rodan + Fields Dermatologists January 2013 - Present
Northwestern Mutual June 2002 - April 2007
Skills
Customer Service, Estate Planning, Event Planning, Financial Planners, Insurance, Investments, Retirement, Sales, Small Business, Strategic Financial..., Strategic Partnerships, Team Building, Direct Sales, Marketing, Public Speaking
Education
San Jose State University
Management Information Systems
Rodan + Fields Dermatologists January 2013 - Present
Northwestern Mutual June 2002 - April 2007
Skills
Customer Service, Estate Planning, Event Planning, Financial Planners, Insurance, Investments, Retirement, Sales, Small Business, Strategic Financial..., Strategic Partnerships, Team Building, Direct Sales, Marketing, Public Speaking
Education
San Jose State University
Management Information Systems
Wynne Wan's Northwestern Mutual Experience January 2008 - Present
Job Associate Wealth Management Advisor w/ Herb Foedisch
Industry Financial Services
Experience
Northwestern Mutual January 2008 - Present
Skills
Series 7, Series 66, Asset Managment, Strategic Financial..., Portfolio Performance..., Wealth Management..., Uniform Combined State..., Asset Allocation, Portfolio Management, Wealth Management, Asset Management, Securities, Fixed Annuities, Finance, Mutual Funds, Microsoft Excel
Education
San Francisco State University, College of Business 2001 — 2005
BA, Corporate Finance
Northwestern Mutual January 2008 - Present
Skills
Series 7, Series 66, Asset Managment, Strategic Financial..., Portfolio Performance..., Wealth Management..., Uniform Combined State..., Asset Allocation, Portfolio Management, Wealth Management, Asset Management, Securities, Fixed Annuities, Finance, Mutual Funds, Microsoft Excel
Education
San Francisco State University, College of Business 2001 — 2005
BA, Corporate Finance
Irvan Syamsu's Northwestern Mutual Experience February 2002 - August 2002
Job Founder, CEO OneADay
Industry Financial Services
Experience
One-A-Day June 2013 - Present
JPMorgan Chase August 2010 - May 2013
Wells Fargo August 2002 - June 2010
Northwestern Mutual February 2002 - August 2002
Celerity Systems March 1998 - June 2000
Skills
Marketing, Direct Marketing, Brand Management, Marketing Communications, Marketing Management, Financial Services, Relationship Marketing, Product Marketing, Digital Marketing, B2B Marketing, Customer Acquisition, Multi-channel Marketing, Competitive Analysis, Marketing Strategy, Segmentation, Email Marketing, Customer Retention, Business Development, Sales Presentations, B2B, Relationship Management, Account Management, Web Marketing, Sales, Advertising, Management, Banking, Leadership, Sales Management, Retail Banking, Strategic Planning, Customer Service, Credit, Finance, Financial Analysis, Portfolio Management, Investments
Education
San Jose State University 1997 — 2002
Bachelor's degree, Finance and Financial Management Services
One-A-Day June 2013 - Present
JPMorgan Chase August 2010 - May 2013
Wells Fargo August 2002 - June 2010
Northwestern Mutual February 2002 - August 2002
Celerity Systems March 1998 - June 2000
Skills
Marketing, Direct Marketing, Brand Management, Marketing Communications, Marketing Management, Financial Services, Relationship Marketing, Product Marketing, Digital Marketing, B2B Marketing, Customer Acquisition, Multi-channel Marketing, Competitive Analysis, Marketing Strategy, Segmentation, Email Marketing, Customer Retention, Business Development, Sales Presentations, B2B, Relationship Management, Account Management, Web Marketing, Sales, Advertising, Management, Banking, Leadership, Sales Management, Retail Banking, Strategic Planning, Customer Service, Credit, Finance, Financial Analysis, Portfolio Management, Investments
Education
San Jose State University 1997 — 2002
Bachelor's degree, Finance and Financial Management Services
Richard Coronado's Northwestern Mutual Experience June 2009 - Present
Job Financial Representative
Industry Financial Services
Experience
Northwestern Mutual June 2009 - Present
Education
Schreiner University 2000 — 2003
Exercise Science
University of the Incarnate Word
Masters, Organizational Development
Poteet High School
Northwestern Mutual June 2009 - Present
Education
Schreiner University 2000 — 2003
Exercise Science
University of the Incarnate Word
Masters, Organizational Development
Poteet High School
Christina Sellers's Northwestern Mutual Experience December 1998 - April 2000
Job President, West Benefits Group
Industry Insurance
Experience
West Benefits Group April 2000 - Present
Northwestern Mutual December 1998 - April 2000
Montgomery Securities 1990 - 1993
Education
San Francisco State University, College of Business 1985 — 1989
West Benefits Group April 2000 - Present
Northwestern Mutual December 1998 - April 2000
Montgomery Securities 1990 - 1993
Education
San Francisco State University, College of Business 1985 — 1989
Thy Doan's Northwestern Mutual Experience September 2006 - January 2007
Job Accounting at San Jose Police Department
Industry Financial Services
Experience
City of San José October 2014 - Present
WageWorks October 2013 - October 2014
Fox Head, Inc. October 2011 - October 2013
Gryphon Financial Group, Inc. November 2008 - January 2011
San Jose State University January 2006 - January 2008
Northwestern Mutual September 2006 - January 2007
Skills
Accounts Payable, Accounting, Account Reconciliation, Microsoft Excel, Payroll, Data Entry, Customer Service, QuickBooks, Budget Monitoring, Auditing, Management, Finance, Customer Satisfaction, Invoicing, Outlook, ADP Payroll, Teamwork, Financial Analysis, SAP ERP
Education
San Jose State University 2003 — 2007
BS, Business Administration (Finance)
City of San José October 2014 - Present
WageWorks October 2013 - October 2014
Fox Head, Inc. October 2011 - October 2013
Gryphon Financial Group, Inc. November 2008 - January 2011
San Jose State University January 2006 - January 2008
Northwestern Mutual September 2006 - January 2007
Skills
Accounts Payable, Accounting, Account Reconciliation, Microsoft Excel, Payroll, Data Entry, Customer Service, QuickBooks, Budget Monitoring, Auditing, Management, Finance, Customer Satisfaction, Invoicing, Outlook, ADP Payroll, Teamwork, Financial Analysis, SAP ERP
Education
San Jose State University 2003 — 2007
BS, Business Administration (Finance)
Adriana Davila's Northwestern Mutual Experience December 2007 - August 2008
Job Merchandiser, Men's Apparel at Old Navy Japan
Industry Apparel & Fashion
Experience
Old Navy Japan August 2014 - Present
Old Navy Japan April 2013 - August 2014
Sears Holdings Corporation February 2011 - April 2013
Restoration Hardware March 2010 - February 2011
Ricoh Business Systems August 2009 - March 2010
Northwestern Mutual December 2007 - August 2008
Skills
Financial Analysis, Microsoft Excel, Salesforce.com, PowerPoint, Forecasting, Competitive Analysis, Inventory Management, Financial Modeling, Microsoft Office, Sales, Customer Service, Accounting, Outlook, Finance, Microsoft Word
Education
Santa Clara University 2005 — 2009
B.S., Finance
Old Navy Japan August 2014 - Present
Old Navy Japan April 2013 - August 2014
Sears Holdings Corporation February 2011 - April 2013
Restoration Hardware March 2010 - February 2011
Ricoh Business Systems August 2009 - March 2010
Northwestern Mutual December 2007 - August 2008
Skills
Financial Analysis, Microsoft Excel, Salesforce.com, PowerPoint, Forecasting, Competitive Analysis, Inventory Management, Financial Modeling, Microsoft Office, Sales, Customer Service, Accounting, Outlook, Finance, Microsoft Word
Education
Santa Clara University 2005 — 2009
B.S., Finance
Patrick Whitaker's Northwestern Mutual Experience April 1987 - October 1995
Job Owner, Whitaker Financial Services
Industry Insurance
Experience
Whitaker Financial Services April 1987 - Present
Northwestern Mutual April 1987 - October 1995
Skills
Small Business, Long Term Care, Health Insurance, Employee Benefits, Business Planning, Estate Planning, Long-term Care, Retirement, Healthcare, Investments, Strategic Financial..., Brokers, Insurance, Strategy, Management, Disability Insurance, Life Insurance, Underwriting, Retirement Planning, Marketing, Health Savings Accounts, Term Life Insurance, Fixed Annuities, Whole Life, Financial Planning
Education
San Jose State University
B.S., Finance & Economics
Whitaker Financial Services April 1987 - Present
Northwestern Mutual April 1987 - October 1995
Skills
Small Business, Long Term Care, Health Insurance, Employee Benefits, Business Planning, Estate Planning, Long-term Care, Retirement, Healthcare, Investments, Strategic Financial..., Brokers, Insurance, Strategy, Management, Disability Insurance, Life Insurance, Underwriting, Retirement Planning, Marketing, Health Savings Accounts, Term Life Insurance, Fixed Annuities, Whole Life, Financial Planning
Education
San Jose State University
B.S., Finance & Economics
Erik Torseth's Northwestern Mutual Experience January 2003 - May 2003
Job Finance/Reporting Manager at HomeStreet Bank
Industry Information Technology and Services
Experience
HomeStreet Bank June 2012 - Present
VMC Consulting February 2009 - June 2012
Washington Mutual December 2005 - January 2009
Washington Mutual June 2003 - December 2005
Northwestern Mutual January 2003 - May 2003
Merrill Lynch January 2003 - March 2003
Skills
Finance, Forecasting, Financial Modeling, Portfolio Management, Capital Markets, Financial Analysis, Accounting, Analysis, Fixed Income, Risk Management, Financial Reporting, Management, Business Process..., Process Improvement, Credit, Business Analysis
Education
University of Washington, Michael G. Foster School of Business 2013 — 2016
Master of Business Administration (MBA)
Seattle Pacific University 1999 — 2003
BA in Business, Finance, Marketing
HomeStreet Bank June 2012 - Present
VMC Consulting February 2009 - June 2012
Washington Mutual December 2005 - January 2009
Washington Mutual June 2003 - December 2005
Northwestern Mutual January 2003 - May 2003
Merrill Lynch January 2003 - March 2003
Skills
Finance, Forecasting, Financial Modeling, Portfolio Management, Capital Markets, Financial Analysis, Accounting, Analysis, Fixed Income, Risk Management, Financial Reporting, Management, Business Process..., Process Improvement, Credit, Business Analysis
Education
University of Washington, Michael G. Foster School of Business 2013 — 2016
Master of Business Administration (MBA)
Seattle Pacific University 1999 — 2003
BA in Business, Finance, Marketing
Kristyne Fleenor's Northwestern Mutual Experience August 2012 - Present
Job Client Service Representative at Northwestern Mutual, Texas Financial Group
Industry Financial Services
Experience
Northwestern Mutual August 2012 - Present
Evergreen Tank Solutions July 2011 - July 2012
Evergreen Tank SolutionsJanuary January 2011 - July 2011
YMCA of January 2006 - January 2009
Skills
Excel, PowerPoint, Photoshop, Microsoft Office, Data Entry, Organization, Administrative Work, Photography, Customer Service, Microsoft Word, Inventory Management, Data Analysis, Budgets, Office Management, Team Leadership, Administrative..., Outlook, File Management, Filing, Teamwork, Time Management, Event Planning
Education
San Jacinto College
Associates of Art, Social Science
Northwestern Mutual August 2012 - Present
Evergreen Tank Solutions July 2011 - July 2012
Evergreen Tank SolutionsJanuary January 2011 - July 2011
YMCA of January 2006 - January 2009
Skills
Excel, PowerPoint, Photoshop, Microsoft Office, Data Entry, Organization, Administrative Work, Photography, Customer Service, Microsoft Word, Inventory Management, Data Analysis, Budgets, Office Management, Team Leadership, Administrative..., Outlook, File Management, Filing, Teamwork, Time Management, Event Planning
Education
San Jacinto College
Associates of Art, Social Science
Larry P Donahe's Northwestern Mutual Experience July 1998 - November 1998
Job Owner/Maker Donahe Split Cane Rods
Industry Sporting Goods
Experience
Donahe Split Cane Rods October 2005 - Present
Thrivent Financial for Lutherans November 2009 - January 2013
7 Bears Custom Woodworking Co. June 2002 - September 2005
Lutheran Brotherhood February 2000 - May 2002
Mass Mutual February 1999 - December 1999
Northwestern Mutual July 1998 - November 1998
Lutheran Brotherhood February 1990 - August 1997
Skills
Bamboo, Woodworking, Strategic Financial..., Management, Leadership, Time Management, Public Relations, Fishing, Data Analysis
Education
Santa Clara University 1985 — 1989
BS, Economics
West Linn High School
Donahe Split Cane Rods October 2005 - Present
Thrivent Financial for Lutherans November 2009 - January 2013
7 Bears Custom Woodworking Co. June 2002 - September 2005
Lutheran Brotherhood February 2000 - May 2002
Mass Mutual February 1999 - December 1999
Northwestern Mutual July 1998 - November 1998
Lutheran Brotherhood February 1990 - August 1997
Skills
Bamboo, Woodworking, Strategic Financial..., Management, Leadership, Time Management, Public Relations, Fishing, Data Analysis
Education
Santa Clara University 1985 — 1989
BS, Economics
West Linn High School
Rhett Rosenbledt's Northwestern Mutual Experience 2008 - 2010
Job Individualized diets, motivation techniques and workouts based on every individual.
Industry Health, Wellness and Fitness
Experience
UniquePhysiquela November 2011 - Present
Bleacher Report October 2010 - Present
Harmonious Housing July 2006 - Present
Northwestern Mutual 2008 - 2010
Skills
Retirement Planning, Financial Modeling, Fixed Annuities
Education
University of San Francisco 2006 — 2008
B.A., Business, Management, Marketing, and Related Support Services, 13-15
Santa Clara University 2001 — 2003
Associate of Arts and Sciences (AAS), Psychogy
Junipero Serra High School 1995 — 1999
H.S. Degree, sports, cars, and woman
UniquePhysiquela November 2011 - Present
Bleacher Report October 2010 - Present
Harmonious Housing July 2006 - Present
Northwestern Mutual 2008 - 2010
Skills
Retirement Planning, Financial Modeling, Fixed Annuities
Education
University of San Francisco 2006 — 2008
B.A., Business, Management, Marketing, and Related Support Services, 13-15
Santa Clara University 2001 — 2003
Associate of Arts and Sciences (AAS), Psychogy
Junipero Serra High School 1995 — 1999
H.S. Degree, sports, cars, and woman
Joseph Dietrich's Northwestern Mutual Experience June 2003 - January 2004
Job FJ Dietrich & Co. Insurance Services
Industry Insurance
Experience
F.J. Dietrich & Co. Insurance Services March 2005 - Present
Farmers Insurance January 2004 - March 2005
Northwestern Mutual June 2003 - January 2004
Skills
Insurance Brokerage, Manage Client..., Insurance, Client-focused, Risk Management, Workers Compensation, Property & Casualty..., Professional Liability, Underwriting, Casualty, Liability, Health Insurance, Umbrella Insurance, General Insurance, Commercial Insurance, Customer Service, Casualty Insurance, Management, Sales, Public Speaking
Education
University of the Pacific - Eberhardt School of Business 2003 — 2005
Bachelor of Science, Business Administration
San Joaquin Delta College 2001 — 2003
Associate of Arts (AA), Business Administration and Management, General
Lincoln High School 1997 — 2001
F.J. Dietrich & Co. Insurance Services March 2005 - Present
Farmers Insurance January 2004 - March 2005
Northwestern Mutual June 2003 - January 2004
Skills
Insurance Brokerage, Manage Client..., Insurance, Client-focused, Risk Management, Workers Compensation, Property & Casualty..., Professional Liability, Underwriting, Casualty, Liability, Health Insurance, Umbrella Insurance, General Insurance, Commercial Insurance, Customer Service, Casualty Insurance, Management, Sales, Public Speaking
Education
University of the Pacific - Eberhardt School of Business 2003 — 2005
Bachelor of Science, Business Administration
San Joaquin Delta College 2001 — 2003
Associate of Arts (AA), Business Administration and Management, General
Lincoln High School 1997 — 2001
Joseph Mancinelli's Northwestern Mutual Experience April 1995 - May 2014
Job Cult of Reason
Industry Real Estate
Experience
Northwestern Mutual April 1995 - May 2014
Education
Seattle University
University of Oregon
Northwestern Mutual April 1995 - May 2014
Education
Seattle University
University of Oregon
Susanna De Vivo Patterson's Northwestern Mutual Experience April 2004 - August 2004
Job Trust Administrator at Bank of New York Mellon
Industry Investment Management
Experience
Johnson Bank April 2014 - Present
Bank of New York Mellon September 2009 - December 2013
J.P. Morgan Private Wealth Manangement August 2006 - December 2008
Chase Insurance October 2005 - August 2006
Northwestern Mutual Investment Services August 2004 - April 2005
Northwestern Mutual April 2004 - August 2004
BNY Clearing Corp.-EVEREN Clearing Corp-Kemper Corp. November 1988 - November 2003
Skills
Finance, Strategic Planning, Training, Leadership, Portfolio Management, Investments, Project Management, Auditing, Mutual Funds, Management, Securities
Education
Milwaukee Area Technical College
Coursework, Business Administration
Università degli Studi di Roma 'La Sapienza'
Lettere Orientali, Associate
Johnson Bank April 2014 - Present
Bank of New York Mellon September 2009 - December 2013
J.P. Morgan Private Wealth Manangement August 2006 - December 2008
Chase Insurance October 2005 - August 2006
Northwestern Mutual Investment Services August 2004 - April 2005
Northwestern Mutual April 2004 - August 2004
BNY Clearing Corp.-EVEREN Clearing Corp-Kemper Corp. November 1988 - November 2003
Skills
Finance, Strategic Planning, Training, Leadership, Portfolio Management, Investments, Project Management, Auditing, Mutual Funds, Management, Securities
Education
Milwaukee Area Technical College
Coursework, Business Administration
Università degli Studi di Roma 'La Sapienza'
Lettere Orientali, Associate
Jenna Murphy's Northwestern Mutual Experience June 2015 - Present
Job Chief Operating Officer at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Northwestern Mutual August 2014 - Present
Michelman & Robinson, LLP March 2013 - August 2014
Foley & Lardner LLP September 2011 - March 2013
Foley & Lardner LLP June 2010 - July 2010
Downtown Superior Court of Santa Clara June 2009 - August 2009
Santa Clara University School of Law May 2009 - August 2009
UCLA January 2007 - June 2008
Skills
Civil Litigation, Legal Research, Intellectual Property, Trials, Criminal Law, Employment Law, Trademarks, Hearings, Depositions, Litigation, Trade Secrets, Personal Injury, Dispute Resolution, Patent Litigation
Education
University of California, Los Angeles - School of Law 2009 — 2011
J.D.
Santa Clara University School of Law 2008 — 2009
University of California, Los Angeles 2005 — 2008
B.A., Political Science, French and Francophone Studies
Los Gatos Christian
Los Gatos Christian
Northwestern Mutual June 2015 - Present
Northwestern Mutual August 2014 - Present
Michelman & Robinson, LLP March 2013 - August 2014
Foley & Lardner LLP September 2011 - March 2013
Foley & Lardner LLP June 2010 - July 2010
Downtown Superior Court of Santa Clara June 2009 - August 2009
Santa Clara University School of Law May 2009 - August 2009
UCLA January 2007 - June 2008
Skills
Civil Litigation, Legal Research, Intellectual Property, Trials, Criminal Law, Employment Law, Trademarks, Hearings, Depositions, Litigation, Trade Secrets, Personal Injury, Dispute Resolution, Patent Litigation
Education
University of California, Los Angeles - School of Law 2009 — 2011
J.D.
Santa Clara University School of Law 2008 — 2009
University of California, Los Angeles 2005 — 2008
B.A., Political Science, French and Francophone Studies
Los Gatos Christian
Los Gatos Christian
Larry Sekara's Northwestern Mutual Experience February 2014 - November 2014
Job Founder at Probate Publications
Industry Financial Services
Experience
Probate Publications May 2015 - Present
Northwestern Mutual February 2014 - November 2014
Capital Financial Source June 2013 - February 2014
CFS 2002 - 2014
Corporate Fulfillment Services November 2002 - June 2013
Lehr Real Estate 1988 - 1991
Lehr Real Estate 1988 - 1991
Education
San Francisco State University, College of Business 1981 — 1986
Bachelor of Science (BS), Finance
Sacred Heart
Probate Publications May 2015 - Present
Northwestern Mutual February 2014 - November 2014
Capital Financial Source June 2013 - February 2014
CFS 2002 - 2014
Corporate Fulfillment Services November 2002 - June 2013
Lehr Real Estate 1988 - 1991
Lehr Real Estate 1988 - 1991
Education
San Francisco State University, College of Business 1981 — 1986
Bachelor of Science (BS), Finance
Sacred Heart
Shannon Potts's Northwestern Mutual Experience
Job Executive Assistant/Office Manager at Northwestern Mutual The San Diego Group
Industry Financial Services
Experience
Northwestern Mutual
Skills
Customer Service, Disability Insurance, Event Planning, Insurance, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Social Media, Management, Time Management
Education
San Diego State University-California State University 1999 — 2004
BS, Criminal Justice
Northwestern Mutual
Skills
Customer Service, Disability Insurance, Event Planning, Insurance, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Social Media, Management, Time Management
Education
San Diego State University-California State University 1999 — 2004
BS, Criminal Justice
Duc Ta Minh's Northwestern Mutual Experience February 2010 - Present
Job Intern at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2010 - Present
Education
San Francisco State University, College of Business 2007 — 2011
Northwestern Mutual February 2010 - Present
Education
San Francisco State University, College of Business 2007 — 2011
Luis C. Wagner, MBA's Northwestern Mutual Experience 2005 - 2006
Job Business and Financial Analyst
Industry Financial Services
Experience
Florida Funders November 2014 - Present
Bourbon Street Bungalows June 2006 - Present
Startup Quest™ January 2014 - May 2014
Citi August 2010 - August 2013
Citibank February 2007 - August 2010
Northwestern Mutual 2005 - 2006
Interactive Brokers 1998 - 2002
Skills
Banking, Risk Management, Financial Services, Financial Risk, Trading, Capital Markets, Investments, Fixed Income, Process Improvement, Financial Analysis, Options, Portuguese, Global Custody, Microsoft Excel, Life Insurance, Personal Finance, Compliance, OFAC, USA PATRIOT Act, Bank Secrecy Act, Anti Money Laundering, Securities, Corporate Finance, Financial Modeling, Financial Accounting, Finance, Management, Equities
Education
University of South Florida 2003 — 2005
Master of Business Administration (MBA), International Business, Management & Finance, 3.9 GPA
LaSalle Computer Learning Center 2014 — 2015
Microsoft Database SQL Server 2012 and PMP Certifications (2015 Expected), SQL server 2012- Project Management - 2015 Expected
San Francisco State University 2002 — 2003
Business Administration and Management, General
Florida Funders November 2014 - Present
Bourbon Street Bungalows June 2006 - Present
Startup Quest™ January 2014 - May 2014
Citi August 2010 - August 2013
Citibank February 2007 - August 2010
Northwestern Mutual 2005 - 2006
Interactive Brokers 1998 - 2002
Skills
Banking, Risk Management, Financial Services, Financial Risk, Trading, Capital Markets, Investments, Fixed Income, Process Improvement, Financial Analysis, Options, Portuguese, Global Custody, Microsoft Excel, Life Insurance, Personal Finance, Compliance, OFAC, USA PATRIOT Act, Bank Secrecy Act, Anti Money Laundering, Securities, Corporate Finance, Financial Modeling, Financial Accounting, Finance, Management, Equities
Education
University of South Florida 2003 — 2005
Master of Business Administration (MBA), International Business, Management & Finance, 3.9 GPA
LaSalle Computer Learning Center 2014 — 2015
Microsoft Database SQL Server 2012 and PMP Certifications (2015 Expected), SQL server 2012- Project Management - 2015 Expected
San Francisco State University 2002 — 2003
Business Administration and Management, General
Claciann Oliva's Northwestern Mutual Experience January 2006 - January 2007
Job Marketing & Sales Manager at ServiceMagic
Industry Online Media
Experience
Home Advisor October 2010 - Present
Crawford Broadcasting Company January 2006 - Present
Home Advisor April 2008 - October 2010
Northwestern Mutual January 2006 - January 2007
Prudential Financial January 2005 - January 2006
American Express Financial Advisors January 2004 - January 2005
American Express Financial Services January 2002 - January 2003
Beaverton Infiniti January 1998 - January 2002
Quality Dealerships January 1996 - January 1997
Quality Dealerships January 1990 - January 1996
Skills
Budgets, Email Marketing, Online Marketing, Sales Management, Social Media, Sales Process, Account Management, Management, Business Development, Marketing, Customer Acquisition, Microsoft Office, Team Building, PPC, Sales, Customer Retention, SEM, SEO, Selling, Social Media Marketing, New Business Development, Customer Service, Lead Generation, Social Networking, B2B, Strategic Partnerships, Online Advertising, Training, Cold Calling, Sales Operations, Direct Sales, Strategic Planning, Coaching, Project Planning, Team Leadership, Product Management, Advertising, Sales Presentations, Marketing Strategy, Customer Satisfaction, Salesforce.com, Advertising Sales
Education
University of Copenhagen 1986 — 1988
Political Science and Government
Scottsdale Community College
Home Advisor October 2010 - Present
Crawford Broadcasting Company January 2006 - Present
Home Advisor April 2008 - October 2010
Northwestern Mutual January 2006 - January 2007
Prudential Financial January 2005 - January 2006
American Express Financial Advisors January 2004 - January 2005
American Express Financial Services January 2002 - January 2003
Beaverton Infiniti January 1998 - January 2002
Quality Dealerships January 1996 - January 1997
Quality Dealerships January 1990 - January 1996
Skills
Budgets, Email Marketing, Online Marketing, Sales Management, Social Media, Sales Process, Account Management, Management, Business Development, Marketing, Customer Acquisition, Microsoft Office, Team Building, PPC, Sales, Customer Retention, SEM, SEO, Selling, Social Media Marketing, New Business Development, Customer Service, Lead Generation, Social Networking, B2B, Strategic Partnerships, Online Advertising, Training, Cold Calling, Sales Operations, Direct Sales, Strategic Planning, Coaching, Project Planning, Team Leadership, Product Management, Advertising, Sales Presentations, Marketing Strategy, Customer Satisfaction, Salesforce.com, Advertising Sales
Education
University of Copenhagen 1986 — 1988
Political Science and Government
Scottsdale Community College
Liz Althauser's Northwestern Mutual Experience August 2005 - July 2007
Job HR Manager at Boeing
Industry Aviation & Aerospace
Experience
Boeing August 2007 - Present
Northwestern Mutual August 2005 - July 2007
Skills
Organizational..., Succession Planning, Employee Relations, Onboarding, Leadership Development, College Recruiting, Recruiting, Talent Management, Leadership, Human Resources, Training, Strategic Planning, Employee Engagement, Performance Management, Management, Workforce Planning, Employee Training
Education
Gonzaga University 2007 — 2009
MA Organizational Leadership, Servant Leadership
Washington State University - College of Business and Economics 2002 — 2004
Business Administration, Management
Seattle Pacific University
Boeing August 2007 - Present
Northwestern Mutual August 2005 - July 2007
Skills
Organizational..., Succession Planning, Employee Relations, Onboarding, Leadership Development, College Recruiting, Recruiting, Talent Management, Leadership, Human Resources, Training, Strategic Planning, Employee Engagement, Performance Management, Management, Workforce Planning, Employee Training
Education
Gonzaga University 2007 — 2009
MA Organizational Leadership, Servant Leadership
Washington State University - College of Business and Economics 2002 — 2004
Business Administration, Management
Seattle Pacific University
Ed Fairley's Northwestern Mutual Experience 1998 - 2003
Job President/CEO at The Hoopologist
Industry Professional Training & Coaching
Experience
The Hoopologist Inc. 2009 - Present
Capitas Financial 2003 - 2005
Northwestern Mutual 1998 - 2003
Skills
Venture Capital, Entrepreneurship, Life Insurance, Strategic Planning, Marketing, Coaching, Customer Service, Microsoft Excel, Insurance, Small Business, Public Speaking, Financial Planning, Team Building, Leadership Development, Teaching, Employee Training, Leadership Training, sales Training
Education
San Jose State University
BA, Economics
The Hoopologist Inc. 2009 - Present
Capitas Financial 2003 - 2005
Northwestern Mutual 1998 - 2003
Skills
Venture Capital, Entrepreneurship, Life Insurance, Strategic Planning, Marketing, Coaching, Customer Service, Microsoft Excel, Insurance, Small Business, Public Speaking, Financial Planning, Team Building, Leadership Development, Teaching, Employee Training, Leadership Training, sales Training
Education
San Jose State University
BA, Economics
James Clausen's Northwestern Mutual Experience October 2009 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2009 - Present
West Valley Christian School August 2008 - August 2009
Los Angeles Lutheran Sr/Middle High School June 2001 - August 2008
Skills
California State Life..., FINRA Series 6, Series 63
Education
University of Phoenix
BS, Business Administration
Santa Monica College 1989 — 1992
Associate of Arts, Liberal Arts
Northwestern Mutual October 2009 - Present
West Valley Christian School August 2008 - August 2009
Los Angeles Lutheran Sr/Middle High School June 2001 - August 2008
Skills
California State Life..., FINRA Series 6, Series 63
Education
University of Phoenix
BS, Business Administration
Santa Monica College 1989 — 1992
Associate of Arts, Liberal Arts
Kelly Menold's Northwestern Mutual Experience June 2006 - August 2006
Job Marketing Analyst at Jobvite
Industry Financial Services
Experience
Jobvite August 2015 - Present
Jobvite September 2013 - August 2015
Centric Construction July 2012 - August 2013
NBCUniversal, Inc. January 2012 - March 2012
NBCUniversal, Inc. August 2011 - November 2011
Northwestern Mutual June 2006 - August 2006
Skills
Microsoft Excel, Customer Service, Invoicing, Finance, Accounts Receivable, Sales, Stata, SPSS, Research, Multivariate Analysis, Econometrics, Regression, Hypothesis Testing, Excel, Money, Timberline Accounting, Intacct, Concur, Salesforce.com, Bill.com
Education
Santa Clara University 2008 — 2012
BS, Economics, Political Science
Berkeley Extension 2013 — 2015
Umbra Institute 2010 — 2010
Study Abroad
Notre Dame High School 2004 — 2008
High School Diploma
Jobvite August 2015 - Present
Jobvite September 2013 - August 2015
Centric Construction July 2012 - August 2013
NBCUniversal, Inc. January 2012 - March 2012
NBCUniversal, Inc. August 2011 - November 2011
Northwestern Mutual June 2006 - August 2006
Skills
Microsoft Excel, Customer Service, Invoicing, Finance, Accounts Receivable, Sales, Stata, SPSS, Research, Multivariate Analysis, Econometrics, Regression, Hypothesis Testing, Excel, Money, Timberline Accounting, Intacct, Concur, Salesforce.com, Bill.com
Education
Santa Clara University 2008 — 2012
BS, Economics, Political Science
Berkeley Extension 2013 — 2015
Umbra Institute 2010 — 2010
Study Abroad
Notre Dame High School 2004 — 2008
High School Diploma
Carolyn Monahan's Northwestern Mutual Experience 2005 - 2006
Job Customer Service Manager
Industry Retail
Experience
Walmart November 2013 - Present
Combined Insurance September 2006 - Present
Northwestern Mutual 2005 - 2006
Education
Santa Fe Community College 1990 — 1991
Busniness Administration
Traverse City Senior High School
General College Prep
Walmart November 2013 - Present
Combined Insurance September 2006 - Present
Northwestern Mutual 2005 - 2006
Education
Santa Fe Community College 1990 — 1991
Busniness Administration
Traverse City Senior High School
General College Prep
Nicholas Konopik's Northwestern Mutual Experience February 2012 - March 2013
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
Northwestern Mutual February 2012 - March 2013
United States Air Force 2003 - 2007
Skills
Leadership, Training, Emergency Management, Military, Government, Program Management, Team Leadership, Leadership Development, Team Building, Public Speaking, Microsoft Office, Customer Service, Project Management, Social Media, Recruiting, Policy, Project Planning, Risk Management, Management, Process Improvement, Analysis
Education
Seattle Pacific University
Northwestern Mutual February 2012 - March 2013
United States Air Force 2003 - 2007
Skills
Leadership, Training, Emergency Management, Military, Government, Program Management, Team Leadership, Leadership Development, Team Building, Public Speaking, Microsoft Office, Customer Service, Project Management, Social Media, Recruiting, Policy, Project Planning, Risk Management, Management, Process Improvement, Analysis
Education
Seattle Pacific University
Nicholas Hendricks's Northwestern Mutual Experience August 2015 - Present
Job Independent Financial Rep
Industry Financial Services
Experience
Northwestern Mutual August 2015 - Present
B.A.S.S. (Behavior Analysis Support Services) April 2015 - July 2015
Behavioral Consulting of Tampa Bay July 2014 - April 2015
USF Bulls Radio August 2013 - December 2013
Oak Hall Lower School January 2009 - May 2010
Oak Hall Lower School May 2008 - June 2008
Skills
Public Speaking, Teamwork, Research, Event Management, Social Networking, Public Relations, Communication, Team Building, Strategic Planning, Integration
Education
University of South Florida 2011 — 2013
Bachelor's degree, Psychology, Communication
Santa Fe College 2008 — 2011
Associate of Arts (A.A.), Psychology
Northwestern Mutual August 2015 - Present
B.A.S.S. (Behavior Analysis Support Services) April 2015 - July 2015
Behavioral Consulting of Tampa Bay July 2014 - April 2015
USF Bulls Radio August 2013 - December 2013
Oak Hall Lower School January 2009 - May 2010
Oak Hall Lower School May 2008 - June 2008
Skills
Public Speaking, Teamwork, Research, Event Management, Social Networking, Public Relations, Communication, Team Building, Strategic Planning, Integration
Education
University of South Florida 2011 — 2013
Bachelor's degree, Psychology, Communication
Santa Fe College 2008 — 2011
Associate of Arts (A.A.), Psychology
Sekou Rolland's Northwestern Mutual Experience June 2013 - January 2014
Job Seattle
Industry Financial Services
Experience
Northwestern Mutual June 2013 - January 2014
Skills
Leadership, Management, Accounting, Finance
Education
Trinity Lutheran College 2011 — 2013
Bachelor's degree, Business Administration and Management, General
Santa Barbara City College 2007 — 2010
Associate's degree, Business Administration and Management, General
Northwestern Mutual June 2013 - January 2014
Skills
Leadership, Management, Accounting, Finance
Education
Trinity Lutheran College 2011 — 2013
Bachelor's degree, Business Administration and Management, General
Santa Barbara City College 2007 — 2010
Associate's degree, Business Administration and Management, General
Cristina Cismas Florea's Northwestern Mutual Experience January 2003 - August 2003
Job Mathematics Teacher at Palo Alto Unified School District
Industry Higher Education
Experience
Gunn BEAM January 2014 - Present
Henry M. Gunn High School, Palo Alto Unified School District August 2006 - Present
Saratoga High School August 2005 - June 2006
Northwestern Mutual January 2003 - August 2003
Education
University of Pennsylvania - The Wharton School
Certificate on Business Education for High School Students
Santa Clara University
MA, Education with Technology
Santa Clara University
Teaching Credential, Mathematics
Santa Clara University
BSC, Marketing
Santa Clara University
Bachelor of Science (BS), Mathematics
Gunn BEAM January 2014 - Present
Henry M. Gunn High School, Palo Alto Unified School District August 2006 - Present
Saratoga High School August 2005 - June 2006
Northwestern Mutual January 2003 - August 2003
Education
University of Pennsylvania - The Wharton School
Certificate on Business Education for High School Students
Santa Clara University
MA, Education with Technology
Santa Clara University
Teaching Credential, Mathematics
Santa Clara University
BSC, Marketing
Santa Clara University
Bachelor of Science (BS), Mathematics
Ernest Costello jr's Northwestern Mutual Experience October 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2014 - Present
Northwestern Mutual October 2014 - Present
Northwestern Mutual October 2014 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Sales, Financial Analysis, Finance, Investments, PowerPoint, Microsoft Word
Education
Schenectady County Community College 2009 — 2012
associates degree, Criminal Justice and Corrections
Northwestern Mutual October 2014 - Present
Northwestern Mutual October 2014 - Present
Northwestern Mutual October 2014 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Sales, Financial Analysis, Finance, Investments, PowerPoint, Microsoft Word
Education
Schenectady County Community College 2009 — 2012
associates degree, Criminal Justice and Corrections
Wells Fargo
Fidelity Investments
U.S. Bank
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank