Northwestern Mutual Financial
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Northwestern Mutual Financial Employees
Employee
Years
Job
Industry
Sharon Quick Sharon Quick's Northwestern Mutual Financial Experience June 2010 - September 2013
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2014 - Present
Northwestern Mutual October 2013 - October 2014
Northwestern Mutual Financial June 2010 - September 2013
Toms-Price Company May 1998 - March 2011
American Drug Stores/Osco Drug Corporate Headquarters 1993 - 1997
Skills
Microsoft Publisher, Microsoft Office, Software Training, Marketing, Sales, Social Media Marketing, Life & Health Licenses, Hands-on Training, Microsoft Word, Time Management, Social Networking, Outlook, Strategic Planning, Customer Service, PowerPoint, Coaching, Training, Recruiting, Merchandising, Team Leadership, Leadership Development, Project Management
Education
Glenbard East High School
Northern Illinois University
Northwestern Mutual October 2014 - Present
Northwestern Mutual October 2013 - October 2014
Northwestern Mutual Financial June 2010 - September 2013
Toms-Price Company May 1998 - March 2011
American Drug Stores/Osco Drug Corporate Headquarters 1993 - 1997
Skills
Microsoft Publisher, Microsoft Office, Software Training, Marketing, Sales, Social Media Marketing, Life & Health Licenses, Hands-on Training, Microsoft Word, Time Management, Social Networking, Outlook, Strategic Planning, Customer Service, PowerPoint, Coaching, Training, Recruiting, Merchandising, Team Leadership, Leadership Development, Project Management
Education
Glenbard East High School
Northern Illinois University
Matthew Hashimoto, CLU®, ChFC®, CFP® Matthew Hashimoto, CLU®, ChFC®, CFP®'s Northwestern Mutual Financial Experience June 2006 - July 2012
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2014 - Present
PNC November 2012 - February 2014
Northwestern Mutual Financial June 2006 - July 2012
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS Finance
The American College 2007 — 2009
Chartered Life Underwriter, Finance
The American College 2007 — 2009
Chartered Financial Consultant, Finance
PNC Investments February 2014 - Present
PNC November 2012 - February 2014
Northwestern Mutual Financial June 2006 - July 2012
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS Finance
The American College 2007 — 2009
Chartered Life Underwriter, Finance
The American College 2007 — 2009
Chartered Financial Consultant, Finance
Helen Gordon Helen Gordon's Northwestern Mutual Financial Experience November 2013 - May 2014
Job Administrative Assistant at ConestogaRovers & Associates (CRA)
Industry Environmental Services
Experience
Conestoga-Rovers & Associates (CRA) July 2014 - Present
Northwestern Mutual Financial November 2013 - May 2014
BP July 2013 - November 2013
Lights On January 2013 - May 2013
Elkhorn Construction Evanston WY November 2011 - January 2013
Wind River Casino March 2008 - October 2011
Skills
Strategic Planning, Change Management, Microsoft Excel, Marketing Strategy, Public Speaking, Editing, Human Resources, Customer Service, Training, Time Management, Program Management, Budgets, Project Planning, Management, Leadership, Team Building, Public Relations, Leadership Development, Project Management, Marketing, Coaching, Organizational..., Event Planning, Marketing Communications, New Business Development, Hospitality, Fundraising, Staff Development, Strategic Communications
Education
Colorado Technical University 2005 — 2006
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 4.0
Central Wyoming College 1998 — 2003
Associate of Science (A.S.), Business Administration and Management, General, 3.8
Conestoga-Rovers & Associates (CRA) July 2014 - Present
Northwestern Mutual Financial November 2013 - May 2014
BP July 2013 - November 2013
Lights On January 2013 - May 2013
Elkhorn Construction Evanston WY November 2011 - January 2013
Wind River Casino March 2008 - October 2011
Skills
Strategic Planning, Change Management, Microsoft Excel, Marketing Strategy, Public Speaking, Editing, Human Resources, Customer Service, Training, Time Management, Program Management, Budgets, Project Planning, Management, Leadership, Team Building, Public Relations, Leadership Development, Project Management, Marketing, Coaching, Organizational..., Event Planning, Marketing Communications, New Business Development, Hospitality, Fundraising, Staff Development, Strategic Communications
Education
Colorado Technical University 2005 — 2006
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 4.0
Central Wyoming College 1998 — 2003
Associate of Science (A.S.), Business Administration and Management, General, 3.8
Eric Degenhardt Eric Degenhardt's Northwestern Mutual Financial Experience May 2010 - January 2011
Job Financial Specialist at FHLBank Topeka
Industry Financial Services
Experience
FHLBank Topeka February 2014 - Present
CapWest Mortgage October 2013 - February 2014
CapWest Mortgage July 2012 - October 2013
CapWest Mortgage April 2012 - July 2012
KeyBank Real Estate Capital July 2011 - April 2012
Dillons Food Stores June 2009 - August 2011
Northwestern Mutual Financial May 2010 - January 2011
Barton County Community College June 2007 - May 2009
CPI, Inc Qualified Planning Consultants August 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance, Financial Analysis, Commercial Real Estate, Mortgage Banking, Loan Origination, Loans, Mortgage Lending, Risk Management, Customer Service, Analysis, Banking, Commercial Banking, Cross Selling, Leadership, Asset Management, Credit Risk, Credit Analysis, VA loans, Mortgage Underwriting, Sales, Investments, Underwriting, Time Management, Refinance, Real Estate Financing, FHA, USDA, Portfolio Management, Home Equity Lines of..., Commercial Lending, Financial Modeling, Real Estate, Training, Finance, Loan Servicing, Residential Mortgages, Management, Insurance, Credit, FHA financing, Relationship Management, Investment Properties, Mutual Funds, Commercial Mortgages, CMBS, Consumer Lending, Financial Reporting
Education
The University of Kansas 2009 — 2011
Bachelor of Science, Finance
Barton County Community College 2007 — 2009
Associates of Science, Business
FHLBank Topeka February 2014 - Present
CapWest Mortgage October 2013 - February 2014
CapWest Mortgage July 2012 - October 2013
CapWest Mortgage April 2012 - July 2012
KeyBank Real Estate Capital July 2011 - April 2012
Dillons Food Stores June 2009 - August 2011
Northwestern Mutual Financial May 2010 - January 2011
Barton County Community College June 2007 - May 2009
CPI, Inc Qualified Planning Consultants August 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance, Financial Analysis, Commercial Real Estate, Mortgage Banking, Loan Origination, Loans, Mortgage Lending, Risk Management, Customer Service, Analysis, Banking, Commercial Banking, Cross Selling, Leadership, Asset Management, Credit Risk, Credit Analysis, VA loans, Mortgage Underwriting, Sales, Investments, Underwriting, Time Management, Refinance, Real Estate Financing, FHA, USDA, Portfolio Management, Home Equity Lines of..., Commercial Lending, Financial Modeling, Real Estate, Training, Finance, Loan Servicing, Residential Mortgages, Management, Insurance, Credit, FHA financing, Relationship Management, Investment Properties, Mutual Funds, Commercial Mortgages, CMBS, Consumer Lending, Financial Reporting
Education
The University of Kansas 2009 — 2011
Bachelor of Science, Finance
Barton County Community College 2007 — 2009
Associates of Science, Business
Kassandra Ward Kassandra Ward's Northwestern Mutual Financial Experience March 2010 - July 2011
Job Office Administrator at Thompson & Knight, LLP
Industry Law Practice
Experience
Thompson & Knight, LLP October 2014 - Present
Law Offices of Donald G. Henslee November 2013 - October 2014
Henslee Schwartz, LLP October 2012 - August 2014
Eanes Elementary August 2011 - May 2012
Northwestern Mutual Financial March 2010 - July 2011
Ward Household April 2005 - March 2010
Country Title and Land Mortgage May 2004 - May 2005
Landry's Restaurants November 2003 - May 2004
HEB- Central Market January 2001 - November 2003
Houstonian Hotel Health Club and Spa January 1997 - January 2001
Skills
Training, Recruiting, Employee Relations, Organizational..., Policy, Leadership, HR Policies, Performance Management, Interviews, Service Standards, Team Leadership, Marketing, Attention To Detail, Hiring, Hospitality Management, Interviewing, People Training, Menu Creation, Employee Handbooks, Employee Selection, Restaurant Marketing, Gourmet, Restaurant Management, Department Budgeting, New Hire Orientations, Job Descriptions, Employee Training, Event Management, Labor Control, Employee Hiring, Employee Evaluation, Job Description..., Cross Training, Staff Scheduling, Training Coordination, Pre-opening, New Employee Orientation, Direct Recruiting, Increasing Revenues, Staff Retention, Self-directed, Event Sales, Developing Staff, Notary Public, Invoicing, Billing Process, Electronic Billing and..., Legal Billing, Legal Assistance, Start-ups
Education
Culinary Institute of America 1993 — 1997
Bachelor's Degree & Associates Degree
Thompson & Knight, LLP October 2014 - Present
Law Offices of Donald G. Henslee November 2013 - October 2014
Henslee Schwartz, LLP October 2012 - August 2014
Eanes Elementary August 2011 - May 2012
Northwestern Mutual Financial March 2010 - July 2011
Ward Household April 2005 - March 2010
Country Title and Land Mortgage May 2004 - May 2005
Landry's Restaurants November 2003 - May 2004
HEB- Central Market January 2001 - November 2003
Houstonian Hotel Health Club and Spa January 1997 - January 2001
Skills
Training, Recruiting, Employee Relations, Organizational..., Policy, Leadership, HR Policies, Performance Management, Interviews, Service Standards, Team Leadership, Marketing, Attention To Detail, Hiring, Hospitality Management, Interviewing, People Training, Menu Creation, Employee Handbooks, Employee Selection, Restaurant Marketing, Gourmet, Restaurant Management, Department Budgeting, New Hire Orientations, Job Descriptions, Employee Training, Event Management, Labor Control, Employee Hiring, Employee Evaluation, Job Description..., Cross Training, Staff Scheduling, Training Coordination, Pre-opening, New Employee Orientation, Direct Recruiting, Increasing Revenues, Staff Retention, Self-directed, Event Sales, Developing Staff, Notary Public, Invoicing, Billing Process, Electronic Billing and..., Legal Billing, Legal Assistance, Start-ups
Education
Culinary Institute of America 1993 — 1997
Bachelor's Degree & Associates Degree
Kurt Baumgardner Kurt Baumgardner's Northwestern Mutual Financial Experience January 2005 - February 2005
Job Chief Operating Officer at Vestige Consulting, LLC
Industry Management Consulting
Experience
Vestige Consulting, LLC September 2012 - Present
Catapult Consultants April 2011 - August 2012
Catapult Consultants February 2010 - March 2011
AE Strategies September 2009 - January 2010
VarsityGroup May 2006 - November 2008
Ferguson Enterprises Integrated Division June 2005 - May 2006
Northwestern Mutual - Financial January 2005 - February 2005
Solara Fitness January 2004 - February 2004
Skills
Strategy, Business Strategy, Program Management, Analysis, Business Intelligence, Management, Process Improvement, Business Process..., Management Consulting, Requirements Analysis, Financial Analysis, Managerial Finance, Auditing, Team Building, Operations Management, Leadership, Budgets, Analytics, Proposal Writing, Data Analysis, Performance Management, Access, Business Analysis, Human Resources, Risk Management, Government, Project Management, Policy, Strategic Planning, Finance, Accounting, Cross-functional Team..., Business Development, Mergers & Acquisitions, Change Management, Consulting, Marketing, Team Leadership, Vendor Management, CRM
Education
The Johns Hopkins University - Carey Business School 2008 — 2010
Master, Business Administration
Oberlin College 2000 — 2005
Bachelor of Arts, Economics
Vestige Consulting, LLC September 2012 - Present
Catapult Consultants April 2011 - August 2012
Catapult Consultants February 2010 - March 2011
AE Strategies September 2009 - January 2010
VarsityGroup May 2006 - November 2008
Ferguson Enterprises Integrated Division June 2005 - May 2006
Northwestern Mutual - Financial January 2005 - February 2005
Solara Fitness January 2004 - February 2004
Skills
Strategy, Business Strategy, Program Management, Analysis, Business Intelligence, Management, Process Improvement, Business Process..., Management Consulting, Requirements Analysis, Financial Analysis, Managerial Finance, Auditing, Team Building, Operations Management, Leadership, Budgets, Analytics, Proposal Writing, Data Analysis, Performance Management, Access, Business Analysis, Human Resources, Risk Management, Government, Project Management, Policy, Strategic Planning, Finance, Accounting, Cross-functional Team..., Business Development, Mergers & Acquisitions, Change Management, Consulting, Marketing, Team Leadership, Vendor Management, CRM
Education
The Johns Hopkins University - Carey Business School 2008 — 2010
Master, Business Administration
Oberlin College 2000 — 2005
Bachelor of Arts, Economics
Christina Stephens Christina Stephens's Northwestern Mutual Financial Experience March 2005 - November 2005
Job Senior Member Services Specialist at YPOWPO
Industry Nonprofit Organization Management
Experience
Young Presidents' Organization November 2007 - Present
Mosaic of Arlington August 2005 - October 2008
Heritage Auctions January 2006 - November 2007
Northwestern Mutual Financial March 2005 - November 2005
Skills
Marketing, Entrepreneurship, Event Management, Budgets, Leadership, Public Speaking, Community Outreach, Nonprofits, Volunteer Management
Education
Hands On Approach 2012 — 2013
Massage Therapy, Massage Therapy/Therapeutic Massage
Tarrant County College
Music/English-Journalism
Texas Wesleyan University
Music - Vocal Performance/Opera
Young Presidents' Organization November 2007 - Present
Mosaic of Arlington August 2005 - October 2008
Heritage Auctions January 2006 - November 2007
Northwestern Mutual Financial March 2005 - November 2005
Skills
Marketing, Entrepreneurship, Event Management, Budgets, Leadership, Public Speaking, Community Outreach, Nonprofits, Volunteer Management
Education
Hands On Approach 2012 — 2013
Massage Therapy, Massage Therapy/Therapeutic Massage
Tarrant County College
Music/English-Journalism
Texas Wesleyan University
Music - Vocal Performance/Opera
Wendy Schell Wendy Schell's Northwestern Mutual Financial Experience 2003 - 2004
Job Franchise Compliance Coordinator at RE/MAX, LLC World Headquarters
Industry Writing and Editing
Experience
RE/MAX, LLC World Headquarters February 2015 - Present
Retired, at least for now July 2014 - February 2015
RE/MAX, LLC August 2012 - June 2014
State of Colorado January 2011 - August 2012
Pueblo County Sheriffs Office July 2009 - February 2010
Pueblo Diversified Industries March 2007 - October 2008
RE/MAX International, Inc. 2005 - 2006
Northwestern Mutual Financial 2003 - 2004
Skills
Customer Service, Microsoft Excel, PowerPoint, Proofreading, Spreadsheets, Editing, Software Documentation, Public Speaking, Microsoft Word, Time Management, Social Media, Human Resources, Public Relations, Legal Writing, Marketing, Blogging, Microsoft Office, Process Scheduler, Training, Event Planning, Troubleshooting, Nonprofits
Education
Ohio University 1969 — 1973
BS, Education, Secondary English
RE/MAX, LLC World Headquarters February 2015 - Present
Retired, at least for now July 2014 - February 2015
RE/MAX, LLC August 2012 - June 2014
State of Colorado January 2011 - August 2012
Pueblo County Sheriffs Office July 2009 - February 2010
Pueblo Diversified Industries March 2007 - October 2008
RE/MAX International, Inc. 2005 - 2006
Northwestern Mutual Financial 2003 - 2004
Skills
Customer Service, Microsoft Excel, PowerPoint, Proofreading, Spreadsheets, Editing, Software Documentation, Public Speaking, Microsoft Word, Time Management, Social Media, Human Resources, Public Relations, Legal Writing, Marketing, Blogging, Microsoft Office, Process Scheduler, Training, Event Planning, Troubleshooting, Nonprofits
Education
Ohio University 1969 — 1973
BS, Education, Secondary English
Tyler Strobel Tyler Strobel's Northwestern Mutual Financial Experience May 2009 - January 2010
Job Software Design Engineer at Breckenridge Software Technologies, Inc.
Industry Computer Software
Experience
Breckenridge Software Technologies, Inc. October 2013 - Present
Breckenridge Software Technologies Inc. May 2010 - November 2013
Northwestern Mutual Financial May 2009 - January 2010
Dover Motorsports Inc July 2009 - October 2009
Skills
Microsoft Word, Business Development, Product Development, Microsoft Office, Marketing, Sales, Customer Service, Agribusiness, Social Media, CRM
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor's Degree, Information Technology, Marketing
Salesianum High School 2002 — 2006
Breckenridge Software Technologies, Inc. October 2013 - Present
Breckenridge Software Technologies Inc. May 2010 - November 2013
Northwestern Mutual Financial May 2009 - January 2010
Dover Motorsports Inc July 2009 - October 2009
Skills
Microsoft Word, Business Development, Product Development, Microsoft Office, Marketing, Sales, Customer Service, Agribusiness, Social Media, CRM
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor's Degree, Information Technology, Marketing
Salesianum High School 2002 — 2006
Christy M. Daly, M.Ed Christy M. Daly, M.Ed's Northwestern Mutual Financial Experience June 2012 - Present
Job CEO, Daly Household
Industry Executive Office
Experience
Daly Household June 2014 - Present
Northwestern Mutual Financial June 2012 - Present
EMG Consulting June 2010 - Present
Commonwealth Autism Service August 2010 - June 2012
Mea'Alofa Autism Support Center (M.A.S.C.) January 2008 - August 2010
Wachovia Bank September 2005 - October 2006
Skills
Social Skills, Staff Development, Public Speaking, Non-profits, Fundraising, Community Outreach, Customer Service, Teaching, Research, Training, Program Development, Coaching, Curriculum Development, Mental Health, Curriculum Design, Applied Behavior..., Adolescents, Autism Spectrum..., Special Education, Nonprofits, Case Management
Education
Nova Southeastern University 2008 — 2009
Professional Certification, Applied Behavioral Analysis
Old Dominion University 2006 — 2008
M.Ed, Early Childhood Education
The Ohio State University 2001 — 2005
B.A.J., Public Affairs Journalism
Daly Household June 2014 - Present
Northwestern Mutual Financial June 2012 - Present
EMG Consulting June 2010 - Present
Commonwealth Autism Service August 2010 - June 2012
Mea'Alofa Autism Support Center (M.A.S.C.) January 2008 - August 2010
Wachovia Bank September 2005 - October 2006
Skills
Social Skills, Staff Development, Public Speaking, Non-profits, Fundraising, Community Outreach, Customer Service, Teaching, Research, Training, Program Development, Coaching, Curriculum Development, Mental Health, Curriculum Design, Applied Behavior..., Adolescents, Autism Spectrum..., Special Education, Nonprofits, Case Management
Education
Nova Southeastern University 2008 — 2009
Professional Certification, Applied Behavioral Analysis
Old Dominion University 2006 — 2008
M.Ed, Early Childhood Education
The Ohio State University 2001 — 2005
B.A.J., Public Affairs Journalism
Yannick Miquel Yannick Miquel's Northwestern Mutual Financial Experience October 2007 - April 2010
Job Trade Supervisor at NFP Advisor Services Group
Industry Financial Services
Experience
National Financial Partners April 2011 - Present
Northwestern Mutual Financial October 2007 - April 2010
Investors Capital Corporation October 2005 - October 2007
Omni Home Financing June 2003 - January 2005
Washington Mutual Bank August 2002 - July 2003
Commonwealth Financial Network October 1995 - August 2000
Pioneer Investments October 1993 - October 1995
Skills
Mutual Funds, Fixed Annuities, Due Diligence, Series 7, Series 9, Series 10, Series 24, Series 53, Series 31, Series 63, Series 65, Securities, Investment Advisory, Investments, Insurance, Wealth Management, FINRA, Risk Management, Equities, Retirement
Education
Suffolk University - Sawyer Business School 2000 — 2001
MBA, MBA
Plymouth State University 1987 — 1991
BS, Education
National Financial Partners April 2011 - Present
Northwestern Mutual Financial October 2007 - April 2010
Investors Capital Corporation October 2005 - October 2007
Omni Home Financing June 2003 - January 2005
Washington Mutual Bank August 2002 - July 2003
Commonwealth Financial Network October 1995 - August 2000
Pioneer Investments October 1993 - October 1995
Skills
Mutual Funds, Fixed Annuities, Due Diligence, Series 7, Series 9, Series 10, Series 24, Series 53, Series 31, Series 63, Series 65, Securities, Investment Advisory, Investments, Insurance, Wealth Management, FINRA, Risk Management, Equities, Retirement
Education
Suffolk University - Sawyer Business School 2000 — 2001
MBA, MBA
Plymouth State University 1987 — 1991
BS, Education
Charles Hague's Northwestern Mutual Financial Experience May 2007 - October 2008
Job Managing Director at Cloudaccess.net
Industry Information Technology and Services
Experience
CloudAccess.net August 2009 - Present
Bay Winds Federal Credit Union 2012 - 2013
Fifth Third Bank October 2008 - July 2009
Northwestern Mutual Financial May 2007 - October 2008
Jersey Mike's Subs October 2005 - March 2007
Commerce Bancorp January 2006 - September 2006
Boyne USA Resorts January 2003 - December 2005
Skills
Financial Services, Social Media, Investments, Sales, Customer Service, Marketing
Education
Northwood University 2005 — 2008
Bachelors, Business Administration; Management, Banking; Finance, and Economics
North Central Michigan College 2003 — 2005
Associate of Arts (AA), Business Administration, Management and Operations
CloudAccess.net August 2009 - Present
Bay Winds Federal Credit Union 2012 - 2013
Fifth Third Bank October 2008 - July 2009
Northwestern Mutual Financial May 2007 - October 2008
Jersey Mike's Subs October 2005 - March 2007
Commerce Bancorp January 2006 - September 2006
Boyne USA Resorts January 2003 - December 2005
Skills
Financial Services, Social Media, Investments, Sales, Customer Service, Marketing
Education
Northwood University 2005 — 2008
Bachelors, Business Administration; Management, Banking; Finance, and Economics
North Central Michigan College 2003 — 2005
Associate of Arts (AA), Business Administration, Management and Operations
Matt Gunsul's Northwestern Mutual Financial Experience June 2004 - June 2005
Job Solution Provider Manager at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation June 2014 - Present
Intel Corporation February 2012 - June 2014
Intel Corporation November 2009 - March 2012
Intel Corporation April 2008 - November 2009
Intel Corporation January 2007 - April 2008
Intel Corporation July 2006 - January 2007
University of Oregon Investment Group January 2005 - June 2006
Northwestern Mutual Financial June 2004 - June 2005
Skills
Financial Modeling, Business Strategy, Forecasting, Process Improvement, Management, Budgets, Finance, Project Planning, Strategic Financial..., Enterprise Software, Pricing, Procurement, Portfolio Management, Internal Controls, Cross-functional Team..., Competitive Analysis, Financial Analysis, Strategy, Product Management, Business Development, Executive Management, Business Analysis, Start-ups, Program Management, Product Marketing, Leadership
Education
University of Portland - Dr. Robert B Pamplin Jr. School of Business 2009 — 2010
MBA, Marketing
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
Bachelor of Science, Business Administration (Finance)
Intel Corporation June 2014 - Present
Intel Corporation February 2012 - June 2014
Intel Corporation November 2009 - March 2012
Intel Corporation April 2008 - November 2009
Intel Corporation January 2007 - April 2008
Intel Corporation July 2006 - January 2007
University of Oregon Investment Group January 2005 - June 2006
Northwestern Mutual Financial June 2004 - June 2005
Skills
Financial Modeling, Business Strategy, Forecasting, Process Improvement, Management, Budgets, Finance, Project Planning, Strategic Financial..., Enterprise Software, Pricing, Procurement, Portfolio Management, Internal Controls, Cross-functional Team..., Competitive Analysis, Financial Analysis, Strategy, Product Management, Business Development, Executive Management, Business Analysis, Start-ups, Program Management, Product Marketing, Leadership
Education
University of Portland - Dr. Robert B Pamplin Jr. School of Business 2009 — 2010
MBA, Marketing
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
Bachelor of Science, Business Administration (Finance)
Nicole Besse Nicole Besse's Northwestern Mutual Financial Experience November 2002 - February 2003
Job Administrative Assistant, Client Service Manager, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Evanovich, Blessing & Associates February 2003 - Present
Northwestern Mutual Financial November 2002 - February 2003
VonMaur 1996 - 2002
Education
Western Illinois University 1999 — 2000
Black Hawk College 1997 — 1998
Erie High School Erie, IL 1993 — 1996
Evanovich, Blessing & Associates February 2003 - Present
Northwestern Mutual Financial November 2002 - February 2003
VonMaur 1996 - 2002
Education
Western Illinois University 1999 — 2000
Black Hawk College 1997 — 1998
Erie High School Erie, IL 1993 — 1996
Bruno D. Petrillo Bruno D. Petrillo's Northwestern Mutual Financial Experience November 2011 - December 2014
Job Real Estate & Financial Services
Industry Financial Services
Experience
Northwestern Mutual Financial November 2011 - December 2014
Skills
Holistic Financial..., Financial Analysis, Insurance, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Mutual Funds, Finance, Estate Planning, Life Insurance, Microsoft Excel, Portfolio Management, Asset Managment, Series 6, Life & Health Insurance..., Asset Management, Series 63, Fixed Annuities, Securities, Asset Allocation, Retirement, Alternative Investments, Investment Strategies, Financial Advisory, Bloomberg, ETFs, Equities, Fixed Income, FINRA, Investment Advisory, Financial Services, Bloomberg Terminal, Financial Planning, Hedge Funds
Education
Drexel University 2007 — 2010
Bachelor's degree, Finance
La Salle University - School of Business Administration 2010 — 2011
Master of Business Administration (MBA), Finance
CHA
Northwestern Mutual Financial November 2011 - December 2014
Skills
Holistic Financial..., Financial Analysis, Insurance, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Mutual Funds, Finance, Estate Planning, Life Insurance, Microsoft Excel, Portfolio Management, Asset Managment, Series 6, Life & Health Insurance..., Asset Management, Series 63, Fixed Annuities, Securities, Asset Allocation, Retirement, Alternative Investments, Investment Strategies, Financial Advisory, Bloomberg, ETFs, Equities, Fixed Income, FINRA, Investment Advisory, Financial Services, Bloomberg Terminal, Financial Planning, Hedge Funds
Education
Drexel University 2007 — 2010
Bachelor's degree, Finance
La Salle University - School of Business Administration 2010 — 2011
Master of Business Administration (MBA), Finance
CHA
Andy Harlan, MBA's Northwestern Mutual Financial Experience June 2008 - June 2009
Job Assistant Vice President Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Creative Financial Group - New England Financial June 2009 - July 2011
Northwestern Mutual Financial June 2008 - June 2009
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Series 63, Financial Advisory, Finance, Financial Services, Financial Planning, Estate Planning, Fixed Annuities, Portfolio Management, Life Insurance, Series 6, Financial Analysis, Wealth Management, Long Term Care Insurance, Retirement, Relationship Management, Marketing, Equities, Series 65, Disability Insurance, Asset Allocation, Insurance, Securities
Education
Saint Joseph's University 2012 — 2015
Master of Business Administration (MBA)
Saint Joseph's University 2005 — 2009
Bachelor of Science, Finance
Bishop Eustace 2001 — 2005
Merrill Lynch July 2011 - Present
Creative Financial Group - New England Financial June 2009 - July 2011
Northwestern Mutual Financial June 2008 - June 2009
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Series 63, Financial Advisory, Finance, Financial Services, Financial Planning, Estate Planning, Fixed Annuities, Portfolio Management, Life Insurance, Series 6, Financial Analysis, Wealth Management, Long Term Care Insurance, Retirement, Relationship Management, Marketing, Equities, Series 65, Disability Insurance, Asset Allocation, Insurance, Securities
Education
Saint Joseph's University 2012 — 2015
Master of Business Administration (MBA)
Saint Joseph's University 2005 — 2009
Bachelor of Science, Finance
Bishop Eustace 2001 — 2005
David Klass David Klass's Northwestern Mutual Financial Experience May 2010 - August 2010
Job Consumer Lending | Evansville, IN
Industry Sports
Experience
Heritage Federal Credit Union October 2013 - Present
Evansville IceMen November 2013 - May 2014
Ellis Park Racing July 2013 - September 2013
University of Evansville July 2012 - May 2013
University of Evansville February 2012 - May 2012
University of Southern Indiana October 2011 - May 2012
USI Sport Management Club August 2010 - May 2012
Northwestern Mutual Financial May 2010 - August 2010
Skills
Sports Management, Event Planning, Event Management, Microsoft Word, Social Media, Microsoft Office, Customer Service, Public Speaking, Public Relations, Sponsorship, Sports, Negotiation, Marketing, Sales, Time Management, Ticketing, Ticketmaster, Game Day Operations, Promotions, Social Media Marketing, Advertising, Athletic Training, Management, Football, Leadership, Social Networking
Education
University of Southern Indiana 2013 — 2015
Master of Business Administration (MBA)
University of Southern Indiana 2010 — 2012
Bachelor of Science, Sport Management
Purdue University 2008 — 2010
Hanover College 2006 — 2007
Florida Southern College 2005 — 2006
North High School 2001 — 2005
Heritage Federal Credit Union October 2013 - Present
Evansville IceMen November 2013 - May 2014
Ellis Park Racing July 2013 - September 2013
University of Evansville July 2012 - May 2013
University of Evansville February 2012 - May 2012
University of Southern Indiana October 2011 - May 2012
USI Sport Management Club August 2010 - May 2012
Northwestern Mutual Financial May 2010 - August 2010
Skills
Sports Management, Event Planning, Event Management, Microsoft Word, Social Media, Microsoft Office, Customer Service, Public Speaking, Public Relations, Sponsorship, Sports, Negotiation, Marketing, Sales, Time Management, Ticketing, Ticketmaster, Game Day Operations, Promotions, Social Media Marketing, Advertising, Athletic Training, Management, Football, Leadership, Social Networking
Education
University of Southern Indiana 2013 — 2015
Master of Business Administration (MBA)
University of Southern Indiana 2010 — 2012
Bachelor of Science, Sport Management
Purdue University 2008 — 2010
Hanover College 2006 — 2007
Florida Southern College 2005 — 2006
North High School 2001 — 2005
Donald Patnode's Northwestern Mutual Financial Experience October 2011 - April 2012
Job Program Administrator at GPS Education Partners
Industry Nonprofit Organization Management
Experience
GPS Education Partners July 2012 - Present
Northwestern Mutual Financial October 2011 - April 2012
Beaver Dam School District 1991 - 2011
Oconomowoc Area School District 1985 - 1991
Skills
Leadership Development, Project Planning and..., Staff Development, Grant Writing and..., Teaching and Training, Scheduling, Data Analysis, Instructional Technology, Technology Integration, Curriculum Design, Data Warehousing, Leadership, Sales, Coaching, Strategic Planning, Recruiting, Team Building, Public Speaking, Training, Team Leadership, Nonprofits, Customer Service, Marketing, Process Scheduler, Community Outreach, Event Planning, Fundraising, Program Management, Program Development, Organizational..., Educational Leadership, Time Management
Education
Cardinal Stritch University 1988 — 1991
Master, Educational Leadership
University of Wisconsin-Whitewater 1983 — 1985
BS, Mathematics
University of Wisconsin-La Crosse 1977 — 1981
Bachelors, Business Admin
GPS Education Partners July 2012 - Present
Northwestern Mutual Financial October 2011 - April 2012
Beaver Dam School District 1991 - 2011
Oconomowoc Area School District 1985 - 1991
Skills
Leadership Development, Project Planning and..., Staff Development, Grant Writing and..., Teaching and Training, Scheduling, Data Analysis, Instructional Technology, Technology Integration, Curriculum Design, Data Warehousing, Leadership, Sales, Coaching, Strategic Planning, Recruiting, Team Building, Public Speaking, Training, Team Leadership, Nonprofits, Customer Service, Marketing, Process Scheduler, Community Outreach, Event Planning, Fundraising, Program Management, Program Development, Organizational..., Educational Leadership, Time Management
Education
Cardinal Stritch University 1988 — 1991
Master, Educational Leadership
University of Wisconsin-Whitewater 1983 — 1985
BS, Mathematics
University of Wisconsin-La Crosse 1977 — 1981
Bachelors, Business Admin
Andrew Perez Andrew Perez's Northwestern Mutual Financial Experience June 2011 - November 2011
Job Graduate Student at Fordham University
Industry Financial Services
Experience
Société Générale May 2014 - August 2015
Sharp End Brewing Co. April 2011 - February 2015
Ultimate Auto Body May 2013 - February 2014
Eastern Mountain Sports November 2008 - July 2013
JPMorgan Chase January 2012 - May 2013
Boy Scouts of America September 2010 - April 2013
Boy Scouts of America February 2006 - April 2013
Northwestern Mutual Financial June 2011 - November 2011
Woodbine Capital Advisors LP February 2011 - June 2011
Newmark Knight Frank June 2010 - August 2010
Skills
Leadership, Event Planning, Market Research, Customer Service, Training, Microsoft Office, Microsoft Excel, PowerPoint, Accounting, Public Speaking, Microsoft Word, Research, New Business Development, Data Analysis, Strategic Planning, Social Media, Marketing, Outlook, Leadership Development, Budgets, Sales, Analysis, Time Management
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (M.B.A.), Finance Major, Entrepreneurship Designation, 3.65
Fordham University, Gabelli School of Business 2008 — 2010
Bachelor’s Degree, Applied Accounting and Finance, Global Business Studies Award, 3.022
Pace University 2007 — 2008
N/A, Finance
Binghamton University 2006 — 2007
N/A, Mechanical Engineering
Société Générale May 2014 - August 2015
Sharp End Brewing Co. April 2011 - February 2015
Ultimate Auto Body May 2013 - February 2014
Eastern Mountain Sports November 2008 - July 2013
JPMorgan Chase January 2012 - May 2013
Boy Scouts of America September 2010 - April 2013
Boy Scouts of America February 2006 - April 2013
Northwestern Mutual Financial June 2011 - November 2011
Woodbine Capital Advisors LP February 2011 - June 2011
Newmark Knight Frank June 2010 - August 2010
Skills
Leadership, Event Planning, Market Research, Customer Service, Training, Microsoft Office, Microsoft Excel, PowerPoint, Accounting, Public Speaking, Microsoft Word, Research, New Business Development, Data Analysis, Strategic Planning, Social Media, Marketing, Outlook, Leadership Development, Budgets, Sales, Analysis, Time Management
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (M.B.A.), Finance Major, Entrepreneurship Designation, 3.65
Fordham University, Gabelli School of Business 2008 — 2010
Bachelor’s Degree, Applied Accounting and Finance, Global Business Studies Award, 3.022
Pace University 2007 — 2008
N/A, Finance
Binghamton University 2006 — 2007
N/A, Mechanical Engineering
G. Ken Hornung G. Ken Hornung's Northwestern Mutual Financial Experience April 1991 - September 1996
Job KMBS Consulting
Industry Information Technology and Services
Experience
Konica Minolta Business Solutions U.S.A., Inc. July 2015 - Present
Hardware and Software January 2015 - June 2015
QBSI-Xerox June 2009 - November 2014
Konica Minolta Business Solutions U.S.A., Inc. 1999 - 2009
Scheig Associates 1996 - 1999
Northwestern Mutual Financial April 1991 - September 1996
Anderson Clayton February 1990 - March 1991
Skills
Managed Print Services, Document Management, Solution Selling, Document Imaging, Management, Sales Process, Major Accounts, Cold Calling, Direct Sales, Account Management, Selling, B2B, Salesforce.com, New Business Development, Sales Management, Budgets, Chocolate Chip Cookie..., SaaS, Team Leadership, Digital Photography, Photoshop, Auto Racing, Leadership, Sales, Training, Sales Presentations, Sales Operations, Team Building, CRM, Business Development
Education
Southern Methodist University - Cox School of Business
Bachelor's Degree, Business Administration, Marketing
Norwalk High School, Norwalk, CT
Master of High school Ed.
Konica Minolta Business Solutions U.S.A., Inc. July 2015 - Present
Hardware and Software January 2015 - June 2015
QBSI-Xerox June 2009 - November 2014
Konica Minolta Business Solutions U.S.A., Inc. 1999 - 2009
Scheig Associates 1996 - 1999
Northwestern Mutual Financial April 1991 - September 1996
Anderson Clayton February 1990 - March 1991
Skills
Managed Print Services, Document Management, Solution Selling, Document Imaging, Management, Sales Process, Major Accounts, Cold Calling, Direct Sales, Account Management, Selling, B2B, Salesforce.com, New Business Development, Sales Management, Budgets, Chocolate Chip Cookie..., SaaS, Team Leadership, Digital Photography, Photoshop, Auto Racing, Leadership, Sales, Training, Sales Presentations, Sales Operations, Team Building, CRM, Business Development
Education
Southern Methodist University - Cox School of Business
Bachelor's Degree, Business Administration, Marketing
Norwalk High School, Norwalk, CT
Master of High school Ed.
Jessica Bloom's Northwestern Mutual Financial Experience 2010 - 2010
Job Accounting Manager, Trinity Risk LLC
Industry Accounting
Experience
Trinity Risk, LLC September 2011 - Present
RBS Citizens 2010 - September 2011
Northwestern Mutual Financial 2010 - 2010
Arthur Lathrop, CPA 2010 - 2010
Edward Jones October 2006 - December 2009
Exeter Job Corps March 2009 - November 2009
FM Global, Corporate Headquarters January 2004 - December 2004
Skills
Accounting, Accounts Payable, Internal Audit, Account Reconciliation, Financial Reporting, Strategic Financial..., Finance, Payroll, Insurance, Due Diligence, Training, Cash Management, Management, Auditing, Financial Services, Financial Statements, US GAAP, Internal Controls, Financial Analysis, General Ledger, Accounts Receivable, Cash Flow, Invoicing, QuickBooks, Financial Accounting, Financial Planning
Education
University of Rhode Island 2010 — 2010
Master of Science, Accounting
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Science, Accounting
The Prout School 1997 — 2001
High School Diploma
Trinity Risk, LLC September 2011 - Present
RBS Citizens 2010 - September 2011
Northwestern Mutual Financial 2010 - 2010
Arthur Lathrop, CPA 2010 - 2010
Edward Jones October 2006 - December 2009
Exeter Job Corps March 2009 - November 2009
FM Global, Corporate Headquarters January 2004 - December 2004
Skills
Accounting, Accounts Payable, Internal Audit, Account Reconciliation, Financial Reporting, Strategic Financial..., Finance, Payroll, Insurance, Due Diligence, Training, Cash Management, Management, Auditing, Financial Services, Financial Statements, US GAAP, Internal Controls, Financial Analysis, General Ledger, Accounts Receivable, Cash Flow, Invoicing, QuickBooks, Financial Accounting, Financial Planning
Education
University of Rhode Island 2010 — 2010
Master of Science, Accounting
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Science, Accounting
The Prout School 1997 — 2001
High School Diploma
Kasey Morrow's Northwestern Mutual Financial Experience May 2014 - Present
Job Financial Assistant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial May 2014 - Present
Self-employed August 2010 - Present
Skills
Customer Service, Sales, Time Management, Public Speaking, Phone Etiquette, Telephone Skills, Administrative..., Microsoft Office, PowerPoint, Microsoft Excel, Social Networking, Office Administration, Financial Services, Outlook, Microsoft Word, Data Entry, Social Media, Research, Investments, Team Building, Marketing, Insurance, Social Media Marketing, Budgets, Sales Operations, Finance, Leadership, Executive..., Account Management, Networking, Retail, Teamwork, Telecommunications
Education
Northern Kentucky University 1998 — 2002
Bachelor of Arts (B.A.), Speech Communication and Psychology
Northwestern Mutual Financial May 2014 - Present
Self-employed August 2010 - Present
Skills
Customer Service, Sales, Time Management, Public Speaking, Phone Etiquette, Telephone Skills, Administrative..., Microsoft Office, PowerPoint, Microsoft Excel, Social Networking, Office Administration, Financial Services, Outlook, Microsoft Word, Data Entry, Social Media, Research, Investments, Team Building, Marketing, Insurance, Social Media Marketing, Budgets, Sales Operations, Finance, Leadership, Executive..., Account Management, Networking, Retail, Teamwork, Telecommunications
Education
Northern Kentucky University 1998 — 2002
Bachelor of Arts (B.A.), Speech Communication and Psychology
Cariann Gutowsky Cariann Gutowsky's Northwestern Mutual Financial Experience January 2010 - June 2010
Job Owner at Big Daddy Z's
Industry Restaurants
Experience
Big Daddy Z's December 2012 - Present
Kwok Daniel, Ltd May 2011 - June 2013
Lanier August 2010 - April 2011
Northwestern Mutual Financial January 2010 - June 2010
Skills
Financial Analysis, Leadership, Marketing, Organizational..., Strategic Planning, Training, Business Development, Project Management, Easily Adaptable, Computer Proficiency, Creativity, Interpersonal..., Strategic Human...
Education
Texas A&M University 2006 — 2009
Bachelor of Science, Business Development and Leadership
Wharton County Junior College 2004 — 2005
Volleyball Scholarship, Volleyball Scholarship
Needville High School
Big Daddy Z's December 2012 - Present
Kwok Daniel, Ltd May 2011 - June 2013
Lanier August 2010 - April 2011
Northwestern Mutual Financial January 2010 - June 2010
Skills
Financial Analysis, Leadership, Marketing, Organizational..., Strategic Planning, Training, Business Development, Project Management, Easily Adaptable, Computer Proficiency, Creativity, Interpersonal..., Strategic Human...
Education
Texas A&M University 2006 — 2009
Bachelor of Science, Business Development and Leadership
Wharton County Junior College 2004 — 2005
Volleyball Scholarship, Volleyball Scholarship
Needville High School
Nathalie Baptiste Nathalie Baptiste's Northwestern Mutual Financial Experience May 2011 - August 2011
Job Business Development Coordinator at MACFADDEN
Industry Management Consulting
Experience
MACFADDEN January 2015 - Present
ActioNet, Inc. April 2014 - December 2014
AOC Key Solutions August 2012 - April 2014
Northwestern Mutual Financial May 2011 - August 2011
Georgetown University Law Center June 2010 - December 2010
Federal Energy Regulatory Commission January 2009 - June 2010
Georgetown University June 2008 - January 2009
Skills
Management, Research, Public Speaking, Financial Analysis, Proposal Writing, Marketing, Human Resources, Editing, Market Research, Business Development, Strategy, PowerPoint, Program Management, Microsoft Office, Analysis, Leadership, Microsoft Excel, Project Management, Management Consulting, Business Strategy, Marketing Strategy, Data Analysis, Government, Microsoft Word, Project Planning, Financial Modeling
Education
Georgetown University 2008 — 2012
Bachelor of Science (B.S.), International Business
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Paint Branch High School 2004 — 2008
MACFADDEN January 2015 - Present
ActioNet, Inc. April 2014 - December 2014
AOC Key Solutions August 2012 - April 2014
Northwestern Mutual Financial May 2011 - August 2011
Georgetown University Law Center June 2010 - December 2010
Federal Energy Regulatory Commission January 2009 - June 2010
Georgetown University June 2008 - January 2009
Skills
Management, Research, Public Speaking, Financial Analysis, Proposal Writing, Marketing, Human Resources, Editing, Market Research, Business Development, Strategy, PowerPoint, Program Management, Microsoft Office, Analysis, Leadership, Microsoft Excel, Project Management, Management Consulting, Business Strategy, Marketing Strategy, Data Analysis, Government, Microsoft Word, Project Planning, Financial Modeling
Education
Georgetown University 2008 — 2012
Bachelor of Science (B.S.), International Business
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Paint Branch High School 2004 — 2008
Brandon E. O'Malley Brandon E. O'Malley's Northwestern Mutual Financial Experience May 2008 - December 2010
Job National Sales Director at INSQUIK
Industry Financial Services
Experience
INSQUIK February 2015 - Present
The Toner Group November 2013 - Present
Lincoln Financial Distributors November 2011 - November 2013
Lincoln Financial Distributors January 2011 - November 2011
Northwestern Mutual Financial May 2008 - December 2010
Phillies April 2003 - September 2008
Skills
Long-term Care, Life Insurance, Disability Insurance, Fixed Annuities, Financial Services, Mutual Funds, Sales, Retirement Planning, Marketing, Retirement, Underwriting, Investments, Finance, Financial Advisory, Securities
Education
Northeast High
Philadelphia University
Bachelor, Finance
INSQUIK February 2015 - Present
The Toner Group November 2013 - Present
Lincoln Financial Distributors November 2011 - November 2013
Lincoln Financial Distributors January 2011 - November 2011
Northwestern Mutual Financial May 2008 - December 2010
Phillies April 2003 - September 2008
Skills
Long-term Care, Life Insurance, Disability Insurance, Fixed Annuities, Financial Services, Mutual Funds, Sales, Retirement Planning, Marketing, Retirement, Underwriting, Investments, Finance, Financial Advisory, Securities
Education
Northeast High
Philadelphia University
Bachelor, Finance
Cordis J. Phillips Cordis J. Phillips's Northwestern Mutual Financial Experience January 2010 - March 2011
Job Personal Trainer at CRUNCH
Industry Health, Wellness and Fitness
Experience
self employed fitness trainer January 2015 - Present
Bike and Roll July 2010 - February 2013
Northwestern Mutual Financial January 2010 - March 2011
300 New York March 2004 - January 2010
Skills
Customer Service, Accounts Payable, Invoicing, Telephone Skills, Real Estate, Selling, Real Estate Transactions, Sales, Negotiation, Marketing
Education
City University of New York-Brooklyn College 2012 — 2014
Bachelors, Economics
Kingsborough Community College, City University of New York 2009 — 2010
Associates in Applied Science, Business Administration
self employed fitness trainer January 2015 - Present
Bike and Roll July 2010 - February 2013
Northwestern Mutual Financial January 2010 - March 2011
300 New York March 2004 - January 2010
Skills
Customer Service, Accounts Payable, Invoicing, Telephone Skills, Real Estate, Selling, Real Estate Transactions, Sales, Negotiation, Marketing
Education
City University of New York-Brooklyn College 2012 — 2014
Bachelors, Economics
Kingsborough Community College, City University of New York 2009 — 2010
Associates in Applied Science, Business Administration
Edward Ponce Edward Ponce's Northwestern Mutual Financial Experience September 2012 - November 2013
Job Benefits Specialist at The Leavitt Group
Industry Media Production
Experience
The Leavitt Group February 2014 - Present
Northwestern Mutual Financial September 2012 - November 2013
Gannett 1999 - 2012
Paradise Canyon Resort March 1998 - January 1999
Skills
Social Media Marketing, Newspapers, Online Advertising, Advertising Sales, Sales Management, Top Sales Executive, Speak, Read and Write..., Proficient in Microsoft..., New Business Development, Trained On Yahoo Online..., Account Management, Specialized on Yearly..., Customer Retention, Call Centers, SEO, Advertising, Management, Sales, Marketing, Team Building, Training, Strategic Planning, Customer Service
Education
Brigham Young University 1993 — 1997
Batchler of Arts, International Relations Major and Minor in Business Management
Brigham Young University 1993 — 1997
Bachelor of Arts (BA), International Business
The Leavitt Group February 2014 - Present
Northwestern Mutual Financial September 2012 - November 2013
Gannett 1999 - 2012
Paradise Canyon Resort March 1998 - January 1999
Skills
Social Media Marketing, Newspapers, Online Advertising, Advertising Sales, Sales Management, Top Sales Executive, Speak, Read and Write..., Proficient in Microsoft..., New Business Development, Trained On Yahoo Online..., Account Management, Specialized on Yearly..., Customer Retention, Call Centers, SEO, Advertising, Management, Sales, Marketing, Team Building, Training, Strategic Planning, Customer Service
Education
Brigham Young University 1993 — 1997
Batchler of Arts, International Relations Major and Minor in Business Management
Brigham Young University 1993 — 1997
Bachelor of Arts (BA), International Business
Daniel Arena's Northwestern Mutual Financial Experience December 2007 - October 2008
Job Director, Ad Product and Operations at SheKnows
Industry Internet
Experience
SheKnows July 2014 - Present
StyleCaster Media Group November 2013 - July 2014
StyleCaster January 2013 - November 2013
Burringo December 2011 - December 2012
Connected Ventures/ College Humor May 2010 - August 2012
UBS Financial Services September 2009 - May 2010
Marvel Entertainment Inc January 2009 - May 2009
Northwestern Mutual Financial December 2007 - October 2008
Protegrity USA Inc June 2007 - January 2008
Skills
Microsoft Office, DFP, Online Advertising, Life Insurance, Online Marketing, Advertising Operations, Inventory Management, Video Editing
Education
Fordham University
B.S., Business Administration, Economics
SheKnows July 2014 - Present
StyleCaster Media Group November 2013 - July 2014
StyleCaster January 2013 - November 2013
Burringo December 2011 - December 2012
Connected Ventures/ College Humor May 2010 - August 2012
UBS Financial Services September 2009 - May 2010
Marvel Entertainment Inc January 2009 - May 2009
Northwestern Mutual Financial December 2007 - October 2008
Protegrity USA Inc June 2007 - January 2008
Skills
Microsoft Office, DFP, Online Advertising, Life Insurance, Online Marketing, Advertising Operations, Inventory Management, Video Editing
Education
Fordham University
B.S., Business Administration, Economics
Chris LaPiana Chris LaPiana's Northwestern Mutual Financial Experience April 2003 - Present
Job Financial Representative at Northwestern Mutual Financial
Industry Financial Services
Experience
Northwestern Mutual Financial April 2003 - Present
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Sales, Insurance, Mutual Funds, Wealth Accumulation, Term Life Insurance, Portfolio Management, Investments, Financial Services, IRAs, Strategic Financial..., Alternative Investments, Employee Benefits, Wealth Management
Education
University of Pittsburgh 1998 — 2002
Bachelors, Economics
Northwestern Mutual Financial April 2003 - Present
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Sales, Insurance, Mutual Funds, Wealth Accumulation, Term Life Insurance, Portfolio Management, Investments, Financial Services, IRAs, Strategic Financial..., Alternative Investments, Employee Benefits, Wealth Management
Education
University of Pittsburgh 1998 — 2002
Bachelors, Economics
Steve Lindholm Steve Lindholm's Northwestern Mutual Financial Experience Director of DevelopmentNorthwestern Mutual1999 - Present
Job Managing Director at Northwestern Mutual Financial
Industry Financial Services
Experience
Northwestern Mutual Financial Director of DevelopmentNorthwestern Mutual1999 - Present
Skills
Networking, CRM, Management, Coaching, Training, Solution Selling, SaaS, Communication Skills, Team Building, Recruiting, New Business Development, Sales, Entrepreneurship, Salesforce.com, Human Resources, Leadership, Business Development, Customer Service, Marketing, Time Management, Cloud Computing, Social Networking, Sales Process, Sales Management, Start-ups, Strategy, Team Leadership, Direct Sales, Consulting, Project Management, Strategic Planning, Account Management
Education
California State University-Long Beach 1991 — 1994
Northwestern Mutual Financial Director of DevelopmentNorthwestern Mutual1999 - Present
Skills
Networking, CRM, Management, Coaching, Training, Solution Selling, SaaS, Communication Skills, Team Building, Recruiting, New Business Development, Sales, Entrepreneurship, Salesforce.com, Human Resources, Leadership, Business Development, Customer Service, Marketing, Time Management, Cloud Computing, Social Networking, Sales Process, Sales Management, Start-ups, Strategy, Team Leadership, Direct Sales, Consulting, Project Management, Strategic Planning, Account Management
Education
California State University-Long Beach 1991 — 1994
Alex Hale Alex Hale's Northwestern Mutual Financial Experience June 2009 - June 2010
Job Experienced Insurance and Logistics Professional
Industry Insurance
Experience
CH Robinson August 2010 - October 2011
Northwestern Mutual Financial June 2009 - June 2010
State Farm Insurance March 2010 - May 2010
Boston Red Sox June 2008 - April 2009
Abercrombie & Fitch August 2002 - August 2004
Mckenna's BBQ September 2001 - April 2002
Skills
Problem Solving, Negotiation, Coaching
Education
University of Richmond 2004 — 2008
Bachelor of Arts, English with a Minor in Business Admins.
Creighton Prep 2000 — 2004
CH Robinson August 2010 - October 2011
Northwestern Mutual Financial June 2009 - June 2010
State Farm Insurance March 2010 - May 2010
Boston Red Sox June 2008 - April 2009
Abercrombie & Fitch August 2002 - August 2004
Mckenna's BBQ September 2001 - April 2002
Skills
Problem Solving, Negotiation, Coaching
Education
University of Richmond 2004 — 2008
Bachelor of Arts, English with a Minor in Business Admins.
Creighton Prep 2000 — 2004
Mike Willig Mike Willig's Northwestern Mutual Financial Experience September 1989 - Present
Job Financial Services with Northwestern Mutual Financial
Industry Financial Services
Experience
Northwestern Mutual Financial September 1989 - Present
Northwestern Mutual Life September 1989 - Present
Northwestern Mutual Financial March 2008 - December 2011
Education
Oregon State University 1985 — 1990
Bachelor of Arts (BA), Business Administration and Management, General
West Linn High School 1981 — 1985
Northwestern Mutual Financial September 1989 - Present
Northwestern Mutual Life September 1989 - Present
Northwestern Mutual Financial March 2008 - December 2011
Education
Oregon State University 1985 — 1990
Bachelor of Arts (BA), Business Administration and Management, General
West Linn High School 1981 — 1985
Sonya (Froehling) Heer Sonya (Froehling) Heer's Northwestern Mutual Financial Experience June 2008 - March 2010
Job Sr. Talent Acquisition Business Partner, ES Sales Leadership at ADP
Industry Staffing and Recruiting
Experience
ADP March 2015 - Present
ADP January 2014 - March 2015
Northwestern Mutual Financial Network March 2010 - January 2014
Northwestern Mutual Financial June 2008 - March 2010
Skills
Recruiting, Training, Leadership, Coaching, Time Management, Finance, Access, College Recruiting, Applicant Tracking..., Talent Acquisition, Employee Benefits, Onboarding, Cold Calling, Interviews, Employee Relations, Sales, Internet Recruiting, Human Resources, Wealth Management, Conflict Resolution, Financial Planners, Insurance, Social Media Marketing, Talent Management, Public Speaking, Entrepreneurship, Leadership Development
Education
Southern Illinois University, Edwardsville 2011 — 2013
Master of Arts (M.A.) in Speech Communication, Organizational Communication
Southern Illinois University, Edwardsville 2004 — 2008
Bachelors of Science, Business Administration
ADP March 2015 - Present
ADP January 2014 - March 2015
Northwestern Mutual Financial Network March 2010 - January 2014
Northwestern Mutual Financial June 2008 - March 2010
Skills
Recruiting, Training, Leadership, Coaching, Time Management, Finance, Access, College Recruiting, Applicant Tracking..., Talent Acquisition, Employee Benefits, Onboarding, Cold Calling, Interviews, Employee Relations, Sales, Internet Recruiting, Human Resources, Wealth Management, Conflict Resolution, Financial Planners, Insurance, Social Media Marketing, Talent Management, Public Speaking, Entrepreneurship, Leadership Development
Education
Southern Illinois University, Edwardsville 2011 — 2013
Master of Arts (M.A.) in Speech Communication, Organizational Communication
Southern Illinois University, Edwardsville 2004 — 2008
Bachelors of Science, Business Administration
Christopher Maeger Christopher Maeger's Northwestern Mutual Financial Experience May 2008 - December 2008
Job Integration Architect
Industry Hospital & Health Care
Experience
Cerner Corporation April 2011 - Present
United States Department of Agriculture Rural Development June 2010 - April 2011
Northwestern Mutual Financial May 2008 - December 2008
Skills
Budgets, Training, Management, Research, Healthcare Information..., Business Analysis, Process Improvement, Data Analysis, Project Management, EHR, Analysis, Requirements Analysis, Access, Strategic Planning, Software Documentation, Microsoft Office, Agile Methodologies
Education
University of Oklahoma - Price College of Business 2009 — 2010
Master, Business Administration
McNeese State University 2004 — 2008
Bachelor of Science, Business Management
Cerner Corporation April 2011 - Present
United States Department of Agriculture Rural Development June 2010 - April 2011
Northwestern Mutual Financial May 2008 - December 2008
Skills
Budgets, Training, Management, Research, Healthcare Information..., Business Analysis, Process Improvement, Data Analysis, Project Management, EHR, Analysis, Requirements Analysis, Access, Strategic Planning, Software Documentation, Microsoft Office, Agile Methodologies
Education
University of Oklahoma - Price College of Business 2009 — 2010
Master, Business Administration
McNeese State University 2004 — 2008
Bachelor of Science, Business Management
Christopher Newcomer, MBA Christopher Newcomer, MBA's Northwestern Mutual Financial Experience March 2008 - January 2009
Job Sales Operations, M&A Senior Associate
Industry Telecommunications
Experience
Avaya January 2014 - Present
Leader one financial May 2011 - June 2013
Freedom Financial Services August 2009 - May 2011
Northwestern Mutual Financial March 2008 - January 2009
US Navy March 2003 - March 2008
Skills
Leadership, Mortgage Lending, Loans, Investments, Strategy, Strategic Planning, Sales, Financial Analysis, Team Building, Sales Management, Business Strategy, Customer Service, Analysis, Business Planning, CRM, Real Estate, Marketing Strategy, Microsoft Office, Risk Management, Residential Mortgages, New Business Development, Microsoft Excel, Public Speaking, Portfolio Management, Real Estate Economics, PowerPoint, Accounting, Team Leadership, Social Media Marketing, Social Media, FHA, Sales Operations, Refinance, Sales Process, Banking, Financial Planning, Outlook, Asset Management, Credit, Competitive Analysis, First Time Home Buyers, Microsoft Word, Team Management, Customer Relations, Word, Mentoring, VA
Education
University of Colorado 2010 — 2012
E.M.B.A, Executive MBA
Colorado State University 1996 — 2001
B.A, Economics
Avaya January 2014 - Present
Leader one financial May 2011 - June 2013
Freedom Financial Services August 2009 - May 2011
Northwestern Mutual Financial March 2008 - January 2009
US Navy March 2003 - March 2008
Skills
Leadership, Mortgage Lending, Loans, Investments, Strategy, Strategic Planning, Sales, Financial Analysis, Team Building, Sales Management, Business Strategy, Customer Service, Analysis, Business Planning, CRM, Real Estate, Marketing Strategy, Microsoft Office, Risk Management, Residential Mortgages, New Business Development, Microsoft Excel, Public Speaking, Portfolio Management, Real Estate Economics, PowerPoint, Accounting, Team Leadership, Social Media Marketing, Social Media, FHA, Sales Operations, Refinance, Sales Process, Banking, Financial Planning, Outlook, Asset Management, Credit, Competitive Analysis, First Time Home Buyers, Microsoft Word, Team Management, Customer Relations, Word, Mentoring, VA
Education
University of Colorado 2010 — 2012
E.M.B.A, Executive MBA
Colorado State University 1996 — 2001
B.A, Economics
Denis Goss Denis Goss's Northwestern Mutual Financial Experience May 2007 - July 2008
Job Controller at MWS Wire Industries
Industry Financial Services
Experience
Mws Wire Industries June 2015 - Present
Teledyne Scientific & Imaging October 2012 - May 2015
On Assignment September 2010 - October 2012
UBS Investment Bank July 2008 - August 2009
Northwestern Mutual Financial May 2007 - July 2008
Skills
Financial Analysis, New Business Development, Account Management, Marketing, Equities, Microsoft Excel, Account Reconciliation, Fixed Income, Financial Reporting, Analysis, Business Strategy, Business Analysis, Accounting, Finance, Forecasting, Risk Management, Internal Controls, Leadership, Financial Modeling, Sarbanes-Oxley Act, Corporate Finance, Microsoft Office, Data Analysis
Education
American International College 2008 — 2009
MBA, International Business
The College of Wooster 2004 — 2008
Economics, Business Economics, History
Mws Wire Industries June 2015 - Present
Teledyne Scientific & Imaging October 2012 - May 2015
On Assignment September 2010 - October 2012
UBS Investment Bank July 2008 - August 2009
Northwestern Mutual Financial May 2007 - July 2008
Skills
Financial Analysis, New Business Development, Account Management, Marketing, Equities, Microsoft Excel, Account Reconciliation, Fixed Income, Financial Reporting, Analysis, Business Strategy, Business Analysis, Accounting, Finance, Forecasting, Risk Management, Internal Controls, Leadership, Financial Modeling, Sarbanes-Oxley Act, Corporate Finance, Microsoft Office, Data Analysis
Education
American International College 2008 — 2009
MBA, International Business
The College of Wooster 2004 — 2008
Economics, Business Economics, History
Timothy Lind's Northwestern Mutual Financial Experience Financial RepresentativeNorthwestern Mutual Financial Network2005 - Present
Job Network Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Financial RepresentativeNorthwestern Mutual Financial Network2005 - Present
US Air Force February 2000 - February 2004
Education
Carroll University 2004 — 2007
Northwestern Mutual Financial Financial RepresentativeNorthwestern Mutual Financial Network2005 - Present
US Air Force February 2000 - February 2004
Education
Carroll University 2004 — 2007
Michael Saghi's Northwestern Mutual Financial Experience 2001 - 2006
Job Managing Partner, WSI Prosetup
Industry Marketing and Advertising
Experience
WSI Prosetup 2008 - Present
Northwestern Mutual Financial 2001 - 2006
Allstate 1986 - 1995
United States Marine Corps 1978 - 1984
Skills
Investments, Insurance, Start-ups, Marketing Strategy, Business Strategy, Entrepreneurship, Sales, New Business Development, Sales Management, Marketing, Asset Managment, Strategy, Small Business, Strategic Planning, Asset Management
Education
Syracuse University 1973 — 1977
WSI Prosetup 2008 - Present
Northwestern Mutual Financial 2001 - 2006
Allstate 1986 - 1995
United States Marine Corps 1978 - 1984
Skills
Investments, Insurance, Start-ups, Marketing Strategy, Business Strategy, Entrepreneurship, Sales, New Business Development, Sales Management, Marketing, Asset Managment, Strategy, Small Business, Strategic Planning, Asset Management
Education
Syracuse University 1973 — 1977
Jonathan Granger's Northwestern Mutual Financial Experience June 2006 - September 2006
Job Finance Manager at Walmart eCommerce
Industry Retail
Experience
Walmart eCommerce October 2014 - Present
Walmart US eCommerce July 2013 - October 2014
Acclarent, a Johnson and Johnson company July 2012 - June 2013
Voyant Advisors May 2011 - July 2012
Ernst & Young September 2007 - May 2011
Northwestern Mutual Financial June 2006 - September 2006
Granger Company June 2004 - June 2006
Skills
Financial Modeling, Accounting, US GAAP, Financial Reporting, Corporate Finance, Auditing, Variance Analysis, Financial Analysis, Microsoft Excel, Internal Controls, Cash Flow, CPA, Investments, Sarbanes-Oxley, Management, SEC filings, GAAP, Sarbanes-Oxley Act, IFRS, Financial Statement..., Business Analysis, Budget Process, Financial Forecasting, Equity Research, Cross-functional Team..., Cognos, Project Finance, TM1, Budgets, Finance, E-commerce, Forecasting, Supply Chain, QAD, Financial Planning, Process Improvement, Financial Accounting, Microsoft Office
Education
University of San Diego 2003 — 2007
BAcc, Accountancy, Economics
St. Clare's College - Oxford, UK 2006 — 2006
Philosophy
Charter Oak High School 1999 — 2003
Walmart eCommerce October 2014 - Present
Walmart US eCommerce July 2013 - October 2014
Acclarent, a Johnson and Johnson company July 2012 - June 2013
Voyant Advisors May 2011 - July 2012
Ernst & Young September 2007 - May 2011
Northwestern Mutual Financial June 2006 - September 2006
Granger Company June 2004 - June 2006
Skills
Financial Modeling, Accounting, US GAAP, Financial Reporting, Corporate Finance, Auditing, Variance Analysis, Financial Analysis, Microsoft Excel, Internal Controls, Cash Flow, CPA, Investments, Sarbanes-Oxley, Management, SEC filings, GAAP, Sarbanes-Oxley Act, IFRS, Financial Statement..., Business Analysis, Budget Process, Financial Forecasting, Equity Research, Cross-functional Team..., Cognos, Project Finance, TM1, Budgets, Finance, E-commerce, Forecasting, Supply Chain, QAD, Financial Planning, Process Improvement, Financial Accounting, Microsoft Office
Education
University of San Diego 2003 — 2007
BAcc, Accountancy, Economics
St. Clare's College - Oxford, UK 2006 — 2006
Philosophy
Charter Oak High School 1999 — 2003
Ian Clemmey, MBA's Northwestern Mutual Financial Experience January 2001 - September 2001
Job Marketing Consultant at MEDITECH
Industry Pharmaceuticals
Experience
MEDITECH September 2013 - Present
ENDO PHARMACEUTICALS Rhode Island Territory August 2007 - September 2012
SANOFI-AVENTIS PHARMACEUTICALS September 2001 - July 2007
NORTHWESTERN MUTUAL FINANCIAL January 2001 - September 2001
FLEET BOSTON January 2000 - October 2000
THE BEACON MUTUAL INSURANCE COMPANY July 1993 - April 1999
Skills
Urology, Neurology, Pain Management, Central Nervous System, Rheumatology, Orthopedic, Managed Care, Pharmaceutical Sales, Endocrinology, Gastroenterology, Cardiology, Product Launches, Closing for Business, Customer Service, Resource Management, Developing Presentations, Gaining Referrals, Problem Resolution, Business Analysis, Consultative Selling, Team Building, Sales Management, Solution-Based Sales, Key Customer Development, Negotiation, Prospecting for Business
Education
MASTERING THE BUSINESS OF SCIENCE Babson College F.W. Olin Graduate School of Business 2011 — 2011
University of Rhode Island - College of Business Administration 1995 — 1999
Master of Business Administration (MBA), Management
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1991
Master of Business Administration (MBA)
Lake Forest College 1984 — 1988
Bachelor of Arts (B.A.), Business
Bishop Stang High School
MEDITECH September 2013 - Present
ENDO PHARMACEUTICALS Rhode Island Territory August 2007 - September 2012
SANOFI-AVENTIS PHARMACEUTICALS September 2001 - July 2007
NORTHWESTERN MUTUAL FINANCIAL January 2001 - September 2001
FLEET BOSTON January 2000 - October 2000
THE BEACON MUTUAL INSURANCE COMPANY July 1993 - April 1999
Skills
Urology, Neurology, Pain Management, Central Nervous System, Rheumatology, Orthopedic, Managed Care, Pharmaceutical Sales, Endocrinology, Gastroenterology, Cardiology, Product Launches, Closing for Business, Customer Service, Resource Management, Developing Presentations, Gaining Referrals, Problem Resolution, Business Analysis, Consultative Selling, Team Building, Sales Management, Solution-Based Sales, Key Customer Development, Negotiation, Prospecting for Business
Education
MASTERING THE BUSINESS OF SCIENCE Babson College F.W. Olin Graduate School of Business 2011 — 2011
University of Rhode Island - College of Business Administration 1995 — 1999
Master of Business Administration (MBA), Management
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1991
Master of Business Administration (MBA)
Lake Forest College 1984 — 1988
Bachelor of Arts (B.A.), Business
Bishop Stang High School
Ben Fredlake's Northwestern Mutual Financial Experience June 2007 - August 2007
Job Financial Consultant Associate at Financial Concepts, Inc.
Industry Financial Services
Experience
Financial Concepts, Inc. January 2013 - Present
Fisher Investments October 2010 - December 2012
Fisher Investments May 2008 - October 2010
Northwestern Mutual Financial June 2007 - August 2007
Skills
Microsoft Excel, Morningstar Office, ThomsonOne, Microsoft Office, Adobe Acrobat, Capital IQ, Presentations, Proposal Writing, Adobe Illustrator, Networking, Investments, Financial Analysis, Mutual Funds, Stocks, Capital Markets Analysis
Education
University of Notre Dame 2006 — 2008
Bachelors of Arts, Economics
University of Notre DameNotre 2006 — 2008
B.A, Economics; Econometrics
Financial Concepts, Inc. January 2013 - Present
Fisher Investments October 2010 - December 2012
Fisher Investments May 2008 - October 2010
Northwestern Mutual Financial June 2007 - August 2007
Skills
Microsoft Excel, Morningstar Office, ThomsonOne, Microsoft Office, Adobe Acrobat, Capital IQ, Presentations, Proposal Writing, Adobe Illustrator, Networking, Investments, Financial Analysis, Mutual Funds, Stocks, Capital Markets Analysis
Education
University of Notre Dame 2006 — 2008
Bachelors of Arts, Economics
University of Notre DameNotre 2006 — 2008
B.A, Economics; Econometrics
Christopher Arkison's Northwestern Mutual Financial Experience Sales TraderCowen& Co.1986 - 1997
Job Financial Representative at Northwestern Mutual Financial
Industry Financial Services
Experience
Northwestern Mutual Financial Sales TraderCowen& Co.1986 - 1997
Gerard Klauer Madison 1992 - 1994
Education
Ohio Wesleyan University 1979 — 1983
B.A., Economics
Northwestern Mutual Financial Sales TraderCowen& Co.1986 - 1997
Gerard Klauer Madison 1992 - 1994
Education
Ohio Wesleyan University 1979 — 1983
B.A., Economics
Nikolas Sellers's Northwestern Mutual Financial Experience June 2010 - Present
Job Financial Advisor and Field Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial June 2010 - Present
Education
Lake Superior State University
Bachelor of Science
Northwestern Mutual Financial June 2010 - Present
Education
Lake Superior State University
Bachelor of Science
David Pulcheon's Northwestern Mutual Financial Experience July 2009 - January 2010
Job Production Associate at Huntington National Bank
Industry Financial Services
Experience
Huntington Mortgage Group, Huntington Wealth Advisors July 2012 - Present
Huntington National Bank, Huntington Investment Company May 2011 - July 2012
Huntington National Bank, Huntington Investment Company May 2010 - May 2011
Northwestern Mutual Financial July 2009 - January 2010
Education
Capital University Law School 2012 — 2016
Doctor of Law (JD)
The Ohio State University 2004 — 2008
Bachelors, Family Resource Management
Huntington Mortgage Group, Huntington Wealth Advisors July 2012 - Present
Huntington National Bank, Huntington Investment Company May 2011 - July 2012
Huntington National Bank, Huntington Investment Company May 2010 - May 2011
Northwestern Mutual Financial July 2009 - January 2010
Education
Capital University Law School 2012 — 2016
Doctor of Law (JD)
The Ohio State University 2004 — 2008
Bachelors, Family Resource Management
Jamie Kinder's Northwestern Mutual Financial Experience January 2010 - June 2011
Job Director of Marketing
Industry Insurance
Experience
The Center for Senior Benefits 2011 - Present
Northwestern Mutual Financial January 2010 - June 2011
Education
Brigham Young University 1999 — 2001
B.A., English
The Center for Senior Benefits 2011 - Present
Northwestern Mutual Financial January 2010 - June 2011
Education
Brigham Young University 1999 — 2001
B.A., English
Gregory Bradstreet, CFA's Northwestern Mutual Financial Experience May 2007 - October 2007
Job Portfolio Consultant
Industry Financial Services
Experience
Schwab Private Client Investment Advisory April 2010 - Present
JPMorgan Chase September 2007 - April 2010
Northwestern Mutual Financial May 2007 - October 2007
Skills
Series 63, Asset Allocation, Financial Advisory, Series 7, Finance, Wealth Management, Investment Strategies, Portfolio Management, Mutual Funds, Securities
Education
Arizona State University 2003 — 2007
B.A, Business and Economics
Schwab Private Client Investment Advisory April 2010 - Present
JPMorgan Chase September 2007 - April 2010
Northwestern Mutual Financial May 2007 - October 2007
Skills
Series 63, Asset Allocation, Financial Advisory, Series 7, Finance, Wealth Management, Investment Strategies, Portfolio Management, Mutual Funds, Securities
Education
Arizona State University 2003 — 2007
B.A, Business and Economics
Travis Cornwell's Northwestern Mutual Financial Experience January 2009 - June 2009
Job IT Project Manager Associate Program Management Office at Symetra
Industry Information Technology and Services
Experience
Symetra June 2015 - Present
Symetra November 2014 - June 2015
Symetra October 2013 - November 2014
Symetra September 2012 - October 2013
Symetra June 2012 - September 2012
Blobe April 2012 - September 2012
American Red Cross September 2011 - April 2012
Centaurus Financial Inc December 2010 - June 2011
Gregg's Greenlake Cycle November 2005 - November 2009
Northwestern Mutual Financial January 2009 - June 2009
Skills
Project Management, Business Intelligence, Databases, Systems Analysis, Business Analysis, Requirements Gathering, Process Improvement, Agile Project Management, Integration, SharePoint, Management, CRM, SDLC, Software Project..., Data Modeling, Data Analysis, Visio, SQL, Requirements Analysis, Vendor Management, Quality Assurance, Database Design, Data Warehousing, Agile Methodologies, IT Management, IT Strategy, MS Project, Business Process..., Access, Microsoft SQL Server, Software Documentation, Analysis, Scrum, Software Development, Testing, C#, Team Leadership, PMP, Program Management, Business Process, Cross-functional Team..., Project Portfolio..., Analytics, Enterprise Architecture
Education
Seattle University 2008 — 2012
Bachelor of Arts; 2012, Business Administration; Management, Information Systems
University of Victoria 2007 — 2008
Bellevue College 2007 — 2007
Mercer Island High School 2003 — 2006
Lakeridge Elementary
Symetra June 2015 - Present
Symetra November 2014 - June 2015
Symetra October 2013 - November 2014
Symetra September 2012 - October 2013
Symetra June 2012 - September 2012
Blobe April 2012 - September 2012
American Red Cross September 2011 - April 2012
Centaurus Financial Inc December 2010 - June 2011
Gregg's Greenlake Cycle November 2005 - November 2009
Northwestern Mutual Financial January 2009 - June 2009
Skills
Project Management, Business Intelligence, Databases, Systems Analysis, Business Analysis, Requirements Gathering, Process Improvement, Agile Project Management, Integration, SharePoint, Management, CRM, SDLC, Software Project..., Data Modeling, Data Analysis, Visio, SQL, Requirements Analysis, Vendor Management, Quality Assurance, Database Design, Data Warehousing, Agile Methodologies, IT Management, IT Strategy, MS Project, Business Process..., Access, Microsoft SQL Server, Software Documentation, Analysis, Scrum, Software Development, Testing, C#, Team Leadership, PMP, Program Management, Business Process, Cross-functional Team..., Project Portfolio..., Analytics, Enterprise Architecture
Education
Seattle University 2008 — 2012
Bachelor of Arts; 2012, Business Administration; Management, Information Systems
University of Victoria 2007 — 2008
Bellevue College 2007 — 2007
Mercer Island High School 2003 — 2006
Lakeridge Elementary
Felix L. Rodriguez III's Northwestern Mutual Financial Experience May 2010 - August 2010
Job B.S. in Finance with experience
Industry Investment Management
Experience
Archer Daniels Midland January 2013 - March 2014
Illinois State University August 2012 - December 2012
McDonald's Corporation May 2012 - August 2012
COUNTRY ® Financial May 2011 - April 2012
Northwestern Mutual Financial May 2010 - August 2010
Ciudad De Los Niños Orphanage May 2009 - May 2009
Walmart May 2007 - October 2007
Skills
Insurance, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Time Management, Customer Service, Investments, Access, Microsoft Word, Strategic Financial..., Public Speaking, Spanish, English, Bilingual, Banking
Education
Illinois State University 2008 — 2012
Bachelor of Applied Science (B.S.), Major Finance, Minor Spanish
Universidad Antonio de Nebrija 2011 — 2011
Study Abroad Program: Spanish and International Business
Archer Daniels Midland January 2013 - March 2014
Illinois State University August 2012 - December 2012
McDonald's Corporation May 2012 - August 2012
COUNTRY ® Financial May 2011 - April 2012
Northwestern Mutual Financial May 2010 - August 2010
Ciudad De Los Niños Orphanage May 2009 - May 2009
Walmart May 2007 - October 2007
Skills
Insurance, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Time Management, Customer Service, Investments, Access, Microsoft Word, Strategic Financial..., Public Speaking, Spanish, English, Bilingual, Banking
Education
Illinois State University 2008 — 2012
Bachelor of Applied Science (B.S.), Major Finance, Minor Spanish
Universidad Antonio de Nebrija 2011 — 2011
Study Abroad Program: Spanish and International Business
David Arendol's Northwestern Mutual Financial Experience May 2010 - August 2010
Job Analyst at North American Development Bank
Industry Banking
Experience
North American Development Bank November 2011 - Present
Chinese Online Travel Agency January 2011 - May 2011
Northwestern Mutual Financial May 2010 - August 2010
Northwestern Mutual Financial Network 2010 - 2010
Aggieland Pregnancy Outreach(APO) January 2009 - May 2009
Education
Texas A&M University - Mays Business School 2006 — 2011
Finance, Business Administration
Texas A&M University College
Bachelor of Business Administration, Finance
North American Development Bank November 2011 - Present
Chinese Online Travel Agency January 2011 - May 2011
Northwestern Mutual Financial May 2010 - August 2010
Northwestern Mutual Financial Network 2010 - 2010
Aggieland Pregnancy Outreach(APO) January 2009 - May 2009
Education
Texas A&M University - Mays Business School 2006 — 2011
Finance, Business Administration
Texas A&M University College
Bachelor of Business Administration, Finance
Ted Ekarius's Northwestern Mutual Financial Experience May 2010 - October 2010
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Music Is The Medicine December 2011 - Present
Ocean County January 2007 - January 2011
Northwestern Mutual Financial May 2010 - October 2010
Education
Monmouth University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General, 3.6
Richard Stockton College of New Jersey 2009 — 2011
Bachelor of Science (B.S.), Accounting, 3.23
Music Is The Medicine December 2011 - Present
Ocean County January 2007 - January 2011
Northwestern Mutual Financial May 2010 - October 2010
Education
Monmouth University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General, 3.6
Richard Stockton College of New Jersey 2009 — 2011
Bachelor of Science (B.S.), Accounting, 3.23
David A Szwejbka's Northwestern Mutual Financial Experience 2012 - 2012
Job Enrollment Specialist at Virginia College in Greensboro
Industry Staffing and Recruiting
Experience
Virginia College in Greensboro July 2013 - Present
Northwestern Mutual Financial 2012 - 2012
Accountemps 2011 - 2012
Southern Foods at Home 2010 - 2011
Chadwick Insurance Group 2008 - 2010
Paychex, Inc 2006 - 2007
The Berry Company 2001 - 2007
Skills
Account Management, Applicant Tracking..., Coaching, Cold Calling, College Recruiting, Customer Service, Employee Benefits, Employee Relations, Event Planning, Human Resources, Internet Recruiting, Interviews, Leadership, Management, Marketing, Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, New Business Development, Onboarding, Public Speaking, Recruiting, Resume Writing, Sales, Sales Management, Social Media, Social Networking, Sourcing, Staffing Services, Strategic Planning, Talent Acquisition, Team Building, Technical Recruiting, Temporary Placement, Temporary Staffing, Training
Education
University of North Carolina at Greensboro
Virginia College in Greensboro July 2013 - Present
Northwestern Mutual Financial 2012 - 2012
Accountemps 2011 - 2012
Southern Foods at Home 2010 - 2011
Chadwick Insurance Group 2008 - 2010
Paychex, Inc 2006 - 2007
The Berry Company 2001 - 2007
Skills
Account Management, Applicant Tracking..., Coaching, Cold Calling, College Recruiting, Customer Service, Employee Benefits, Employee Relations, Event Planning, Human Resources, Internet Recruiting, Interviews, Leadership, Management, Marketing, Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, New Business Development, Onboarding, Public Speaking, Recruiting, Resume Writing, Sales, Sales Management, Social Media, Social Networking, Sourcing, Staffing Services, Strategic Planning, Talent Acquisition, Team Building, Technical Recruiting, Temporary Placement, Temporary Staffing, Training
Education
University of North Carolina at Greensboro
Alex Kopp, CPA's Northwestern Mutual Financial Experience October 2010 - April 2011
Job Staff Auditor at Urish Popeck & Co., LLC
Industry Financial Services
Experience
Urish Popeck & Co., LLC May 2014 - Present
Stelmack, Debranksy, And Eannace, LLC February 2013 - May 2014
BNY Mellon May 2012 - February 2013
PITT OHIO July 2011 - May 2012
Northwestern Mutual Financial October 2010 - April 2011
Interior Furniture Resources May 2008 - August 2010
Skills
Accounting, Financial Accounting, Account Reconciliation, Financial Statement..., Management, Financial Statements, Audit and Attest..., Quickbooks, Review and Compilation..., Auditing, Financial Analysis, Accounts Receivable
Education
University of Pittsburgh 2006 — 2011
Finance/Accounting, Business
University of Pittsburgh, College of Business Administration
Accounting/Finance; International Business;
Urish Popeck & Co., LLC May 2014 - Present
Stelmack, Debranksy, And Eannace, LLC February 2013 - May 2014
BNY Mellon May 2012 - February 2013
PITT OHIO July 2011 - May 2012
Northwestern Mutual Financial October 2010 - April 2011
Interior Furniture Resources May 2008 - August 2010
Skills
Accounting, Financial Accounting, Account Reconciliation, Financial Statement..., Management, Financial Statements, Audit and Attest..., Quickbooks, Review and Compilation..., Auditing, Financial Analysis, Accounts Receivable
Education
University of Pittsburgh 2006 — 2011
Finance/Accounting, Business
University of Pittsburgh, College of Business Administration
Accounting/Finance; International Business;
Rachel Villagomez's Northwestern Mutual Financial Experience 2010 - 2011
Job Insurance at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual February 2010 - Present
Northwestern Mutual Financial 2010 - 2011
Sterling Bank January 2004 - February 2010
Bank of America June 1992 - August 2003
Skills
Finance, Underwriting, Management, Mortgage Lending, Investments, Fixed Annuities
Education
Amarillo College
Business
Northwestern Mutual February 2010 - Present
Northwestern Mutual Financial 2010 - 2011
Sterling Bank January 2004 - February 2010
Bank of America June 1992 - August 2003
Skills
Finance, Underwriting, Management, Mortgage Lending, Investments, Fixed Annuities
Education
Amarillo College
Business