Northwestern Mutual Financial Network
Industry: Insurance company
DescriptionFounded: 2007 Parent organization: Northwestern Mutual
Northwestern Mutual Financial Network List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Northwestern Mutual Financial Network. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Northwestern Mutual Financial Network Employees
Employee
Years
Job
Industry
Jared New Jared New's Northwestern Mutual Financial Network Experience January 2006 - August 2014
Job Commercial Insurance Agent
Industry Insurance
Experience
Hotchkiss Insurance Agency August 2014 - July 2015
Northwestern Mutual Financial Network January 2006 - August 2014
Skills
Finance, Employee Benefits, Risk Management, Time Management, Retirement Planning, Insurance, Strategic Financial..., Financial Analysis, Life Insurance, Fixed Annuities
Education
Texas A&M University 2000 — 2005
Hotchkiss Insurance Agency August 2014 - July 2015
Northwestern Mutual Financial Network January 2006 - August 2014
Skills
Finance, Employee Benefits, Risk Management, Time Management, Retirement Planning, Insurance, Strategic Financial..., Financial Analysis, Life Insurance, Fixed Annuities
Education
Texas A&M University 2000 — 2005
Nick Maslanka Nick Maslanka's Northwestern Mutual Financial Network Experience June 2006 - March 2009
Job Senior Sales Consultant at Sales Performance International | Helping Build Predictable & Profitable Sales Organizations
Industry Management Consulting
Experience
Sales Performance International December 2010 - Present
Optiglass PC March 2009 - December 2010
Northwestern Mutual Financial Network June 2006 - March 2009
Skills
Salesforce.com, Sales Process, Solution Selling, Selling, Selling Skills, Coaching, Sales Management, Consulting, Forecasting, Account Planning, Sales, Enterprise Software, Management, Marketing, Leadership, Account Management, CRM, Direct Sales, Lead Generation, B2B, Sales Operations, Sales Presentations, New Business Development
Education
The University of Georgia 2002 — 2006
Bachelor’s Degree
Sales Performance International December 2010 - Present
Optiglass PC March 2009 - December 2010
Northwestern Mutual Financial Network June 2006 - March 2009
Skills
Salesforce.com, Sales Process, Solution Selling, Selling, Selling Skills, Coaching, Sales Management, Consulting, Forecasting, Account Planning, Sales, Enterprise Software, Management, Marketing, Leadership, Account Management, CRM, Direct Sales, Lead Generation, B2B, Sales Operations, Sales Presentations, New Business Development
Education
The University of Georgia 2002 — 2006
Bachelor’s Degree
Kathy Keeney's Northwestern Mutual Financial Network Experience March 2001 - Present
Job Associate Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network March 2001 - Present
Swiss Woods Bed & Breakfast 1992 - 1999
Education
Manheim Township High School
The American College
Series 6 & Series 63
Northwestern Mutual Financial Network March 2001 - Present
Swiss Woods Bed & Breakfast 1992 - 1999
Education
Manheim Township High School
The American College
Series 6 & Series 63
Robert Albee Robert Albee's Northwestern Mutual Financial Network Experience May 2009 - September 2009
Job Investment Associate Absolute Return at Partners Capital Investment Group
Industry Financial Services
Experience
Partners Capital Investment Group September 2012 - Present
DHK Financial Advisors September 2009 - September 2012
Atkins Investment Group September 2010 - May 2011
Northwestern Mutual Financial Network May 2009 - September 2009
Skills
Financial Modeling, Investments, Financial Analysis, Microsoft Excel, Portfolio Management, Finance, Fixed Income, Equities
Education
London School of Economics and Political Science 2011 — 2012
M.Sc., Applied Mathematics, Thesis Awarded with Distinction
University of New Hampshire 2007 — 2011
B.S., Mathematics and Economics
Partners Capital Investment Group September 2012 - Present
DHK Financial Advisors September 2009 - September 2012
Atkins Investment Group September 2010 - May 2011
Northwestern Mutual Financial Network May 2009 - September 2009
Skills
Financial Modeling, Investments, Financial Analysis, Microsoft Excel, Portfolio Management, Finance, Fixed Income, Equities
Education
London School of Economics and Political Science 2011 — 2012
M.Sc., Applied Mathematics, Thesis Awarded with Distinction
University of New Hampshire 2007 — 2011
B.S., Mathematics and Economics
Jessica Replogle Jessica Replogle's Northwestern Mutual Financial Network Experience May 2010 - August 2010
Job Law Clerk at Summit County Domestic Relations Court
Industry Law Practice
Experience
Summit County Legal Defender November 2014 - Present
Summit County Domestic Relations Court January 2015 - Present
Summit County Legal Defender May 2014 - November 2014
University of Akron School of Law Legal Clinic May 2013 - May 2014
Ohio Attorney General's Office June 2013 - August 2013
Millennium Capital and Recovery Corp. August 2011 - July 2012
Roetzel & Andress February 2011 - July 2011
Roetzel and Andress LPA February 2011 - July 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Sportway of Toledo March 2004 - August 2009
Skills
Social Media, Marketing, Time Management, Advertising, Customer Service, Customer Satisfaction, Access, Management, Legal Writing, Microsoft Excel, Legal Research, Research
Education
University of Akron School of Law 2012 — 2015
Doctor of Law (J.D.)
The University of Akron 2007 — 2011
Bachelor of Science, Marketing Management, International Business
The University of Akron 2007 — 2011
Bachelor of Science, Business Administration; Marketing Management
Summit County Legal Defender November 2014 - Present
Summit County Domestic Relations Court January 2015 - Present
Summit County Legal Defender May 2014 - November 2014
University of Akron School of Law Legal Clinic May 2013 - May 2014
Ohio Attorney General's Office June 2013 - August 2013
Millennium Capital and Recovery Corp. August 2011 - July 2012
Roetzel & Andress February 2011 - July 2011
Roetzel and Andress LPA February 2011 - July 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Sportway of Toledo March 2004 - August 2009
Skills
Social Media, Marketing, Time Management, Advertising, Customer Service, Customer Satisfaction, Access, Management, Legal Writing, Microsoft Excel, Legal Research, Research
Education
University of Akron School of Law 2012 — 2015
Doctor of Law (J.D.)
The University of Akron 2007 — 2011
Bachelor of Science, Marketing Management, International Business
The University of Akron 2007 — 2011
Bachelor of Science, Business Administration; Marketing Management
Todd Boswell, CLU, CASL, ChFC Todd Boswell, CLU, CASL, ChFC's Northwestern Mutual Financial Network Experience May 2002 - March 2011
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2011 - Present
Northwestern Mutual Financial Network May 2002 - March 2011
Northwestern Mutual Financial Network September 2007 - August 2009
Sears November 1985 - December 2002
Skills
Series 6, Series 63, Series 65
Education
The American College 2008 — 2012
ChFC, Chartered Financial Consultant
The American College 2007 — 2011
CASL, Certified Advisor for Senior Living
The American College 2006 — 2010
CLU, Chartered Life Underwriter, B
University of Arkansas at Little Rock 1986 — 1994
Finance, Business
Catholic High School for Boys 1982 — 1985
Northwestern Mutual April 2011 - Present
Northwestern Mutual Financial Network May 2002 - March 2011
Northwestern Mutual Financial Network September 2007 - August 2009
Sears November 1985 - December 2002
Skills
Series 6, Series 63, Series 65
Education
The American College 2008 — 2012
ChFC, Chartered Financial Consultant
The American College 2007 — 2011
CASL, Certified Advisor for Senior Living
The American College 2006 — 2010
CLU, Chartered Life Underwriter, B
University of Arkansas at Little Rock 1986 — 1994
Finance, Business
Catholic High School for Boys 1982 — 1985
Christine Smith Christine Smith's Northwestern Mutual Financial Network Experience September 2004 - December 2005
Job Assistant Director of Marketing at Hilton Chicago, Palmer House Hilton & the Hiltons of Oak Brook
Industry Hospitality
Experience
Hilton Chicago, Palmer House Hilton & the Hiltons of Oak Brook August 2014 - Present
Hilton Chicago, Palmer House Hilton, Conrad Chicago and Hiltons of Oak Brook January 2012 - August 2014
Conrad Chicago June 2010 - January 2012
Conrad Chicago June 2008 - June 2010
Conrad Chicago March 2006 - May 2008
Conrad Chicago January 2006 - March 2006
Northwestern Mutual Financial Network September 2004 - December 2005
Barry Personnel Resources, Inc./ Sudler Property Management April 2004 - September 2004
Globalcom Inc September 2003 - March 2004
Skills
Public Relations, Promotions, Advertising, Social Media Marketing, Social Media, Budget Management, Budget Development, Event Marketing, Event Management, Online Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Email Marketing, Art Direction, Photo Shoot Direction, Market Design, Public Relations Skills, Social Networking, Strategic Partnerships, Partnership Marketing, Marketing Partnerships, E-commerce, Website Copy, Online Advertising, Press Releases, Newsletters, Sponsorship, Creative Direction, Strategy, Management
Education
The Ohio State University 1999 — 2003
BSBA, Marketing
Hilton Chicago, Palmer House Hilton & the Hiltons of Oak Brook August 2014 - Present
Hilton Chicago, Palmer House Hilton, Conrad Chicago and Hiltons of Oak Brook January 2012 - August 2014
Conrad Chicago June 2010 - January 2012
Conrad Chicago June 2008 - June 2010
Conrad Chicago March 2006 - May 2008
Conrad Chicago January 2006 - March 2006
Northwestern Mutual Financial Network September 2004 - December 2005
Barry Personnel Resources, Inc./ Sudler Property Management April 2004 - September 2004
Globalcom Inc September 2003 - March 2004
Skills
Public Relations, Promotions, Advertising, Social Media Marketing, Social Media, Budget Management, Budget Development, Event Marketing, Event Management, Online Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Email Marketing, Art Direction, Photo Shoot Direction, Market Design, Public Relations Skills, Social Networking, Strategic Partnerships, Partnership Marketing, Marketing Partnerships, E-commerce, Website Copy, Online Advertising, Press Releases, Newsletters, Sponsorship, Creative Direction, Strategy, Management
Education
The Ohio State University 1999 — 2003
BSBA, Marketing
Nicholas Folse's Northwestern Mutual Financial Network Experience May 2010 - May 2012
Job Finance Manager at Sewell Infiniti Dallas
Industry Automotive
Experience
Sewell Automotive Companies May 2015 - Present
Sewell Automotive Companies March 2014 - April 2015
David McDavid Acura December 2012 - March 2014
Tim Parker Chrysler Dodge Jeep June 2012 - November 2012
Northwestern Mutual Financial Network May 2010 - May 2012
Skills
Strategic Financial..., Finance, Retirement Planning, Life Insurance, Investments, Financial Analysis, Financial Modeling, Financial Planning, Insurance, Microsoft Word, Mutual Funds, Series 7, Sales, Team Building, Time Management, Wealth Management
Education
Rawls College of Business, Texas Tech University 2008 — 2012
Bachelor of Business Administration, Finance
Texas Tech University - Rawls College of Business 2008 — 2012
Texas Tech University - Rawls College of Business 1900 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Sewell Automotive Companies May 2015 - Present
Sewell Automotive Companies March 2014 - April 2015
David McDavid Acura December 2012 - March 2014
Tim Parker Chrysler Dodge Jeep June 2012 - November 2012
Northwestern Mutual Financial Network May 2010 - May 2012
Skills
Strategic Financial..., Finance, Retirement Planning, Life Insurance, Investments, Financial Analysis, Financial Modeling, Financial Planning, Insurance, Microsoft Word, Mutual Funds, Series 7, Sales, Team Building, Time Management, Wealth Management
Education
Rawls College of Business, Texas Tech University 2008 — 2012
Bachelor of Business Administration, Finance
Texas Tech University - Rawls College of Business 2008 — 2012
Texas Tech University - Rawls College of Business 1900 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Ross Kasner Ross Kasner's Northwestern Mutual Financial Network Experience July 1989 - April 2013
Job Business Development Professional
Industry Financial Services
Experience
Northwestern Mutual Financial Network July 1989 - April 2013
Skills
Microsoft Office, Health Insurance, Cross-functional Team..., Business Analysis, Process Improvement, Contract Negotiation, Team Leadership, Acting, Modeling, Financial Modeling, Team Management, Financial Advisory, PowerPoint, Corporate Finance, Accounting, Financial Analysis, Finance, Wealth Management, Data Analysis, Strategy, Training, Program Management, Negotiation, Management, Coaching, Forecasting, High Net Worth..., Consulting, Project Management, Asset Allocation, Insurance, Risk Management, Mergers & Acquisitions, Retirement Planning, Series 7, Nonprofits, Mutual Funds, Retirement, Due Diligence, Alternative Investments, Strategic Financial..., Equities, Portfolio Management, Asset Management, Customer Satisfaction, Project Planning, Business Process..., Investments, Fixed Income, Sales Management
Education
University of Wisconsin-Madison 1982 — 1987
Bachelor of Arts, Economics
The American College 1990 — 1994
CLU, ChFC, Insurance
CFP Board of Standards 2004 — 2004
Certified Financial Planner
Northwestern Mutual Financial Network July 1989 - April 2013
Skills
Microsoft Office, Health Insurance, Cross-functional Team..., Business Analysis, Process Improvement, Contract Negotiation, Team Leadership, Acting, Modeling, Financial Modeling, Team Management, Financial Advisory, PowerPoint, Corporate Finance, Accounting, Financial Analysis, Finance, Wealth Management, Data Analysis, Strategy, Training, Program Management, Negotiation, Management, Coaching, Forecasting, High Net Worth..., Consulting, Project Management, Asset Allocation, Insurance, Risk Management, Mergers & Acquisitions, Retirement Planning, Series 7, Nonprofits, Mutual Funds, Retirement, Due Diligence, Alternative Investments, Strategic Financial..., Equities, Portfolio Management, Asset Management, Customer Satisfaction, Project Planning, Business Process..., Investments, Fixed Income, Sales Management
Education
University of Wisconsin-Madison 1982 — 1987
Bachelor of Arts, Economics
The American College 1990 — 1994
CLU, ChFC, Insurance
CFP Board of Standards 2004 — 2004
Certified Financial Planner
Monica Haley Monica Haley's Northwestern Mutual Financial Network Experience November 2003 - April 2004
Job Director of Public Relations at VoicePulse, Inc.
Industry Marketing and Advertising
Experience
VoicePulse, Inc. October 2007 - Present
Haley's Homemade Sandwiches May 2012 - Present
New Jersey Environmental Lobby February 2006 - April 2012
VoicePulse, Inc. October 2007 - January 2012
Cenlar January 2006 - October 2007
SHI May 2004 - October 2005
Northwestern Mutual Financial Network November 2003 - April 2004
Skills
Advertising, Marketing Communications, Social Media Marketing, Social Media, Marketing, Marketing Strategy, Email Marketing, Public Relations, Strategic Planning, Online Advertising, Event Management, Networking, Account Management, Telecommunications, Social Networking, Product Marketing, Lead Generation, Sales, Customer Service, Project Management, Product Development, New Business Development
Education
The College of New Jersey 1998 — 2003
B.S., Business Info Systems Mgmt
VoicePulse, Inc. October 2007 - Present
Haley's Homemade Sandwiches May 2012 - Present
New Jersey Environmental Lobby February 2006 - April 2012
VoicePulse, Inc. October 2007 - January 2012
Cenlar January 2006 - October 2007
SHI May 2004 - October 2005
Northwestern Mutual Financial Network November 2003 - April 2004
Skills
Advertising, Marketing Communications, Social Media Marketing, Social Media, Marketing, Marketing Strategy, Email Marketing, Public Relations, Strategic Planning, Online Advertising, Event Management, Networking, Account Management, Telecommunications, Social Networking, Product Marketing, Lead Generation, Sales, Customer Service, Project Management, Product Development, New Business Development
Education
The College of New Jersey 1998 — 2003
B.S., Business Info Systems Mgmt
Andrew Stadvec Andrew Stadvec's Northwestern Mutual Financial Network Experience May 2009 - November 2009
Job Senior Business Development Manager at Advera Health Analytics
Industry Computer Software
Experience
Advera Health Analytics, Inc. July 2015 - Present
Advera Health Analytics October 2014 - Present
Advera Health Analytics, Inc. January 2014 - Present
ZocDoc June 2013 - December 2013
MSDSonline December 2012 - May 2013
MSDSonline December 2010 - January 2013
MSDSonline December 2010 - July 2011
Northwestern Mutual Financial Network May 2009 - November 2009
Farmers Insurance March 2009 - May 2009
UBS Investment Services September 2008 - December 2008
Skills
Drug Safety, Predictive Analytics, Healthcare Analytics, Big Data, Salesforce.com, Lead Generation, SaaS, Process Improvement, Cold Calling, Business Development, B2B, Direct Sales, Sales, Inside Sales, Pipeline Development, Sales Process, Strategic Planning, Social Media Marketing, Safety Management, Sales Pipeline..., Microsoft Office, Contract Negotiation, Safety Management..., Selling, Cloud Applications, Enterprise Software, Sales Management, Market Analysis, Microsoft Excel, Microsoft Word, Forecasting, Client Development, Cloud Computing, Outside Sales, Wordpress, Healthcare
Education
The Ohio State University 2006 — 2010
Bachelor of Arts, Economics
Advera Health Analytics, Inc. July 2015 - Present
Advera Health Analytics October 2014 - Present
Advera Health Analytics, Inc. January 2014 - Present
ZocDoc June 2013 - December 2013
MSDSonline December 2012 - May 2013
MSDSonline December 2010 - January 2013
MSDSonline December 2010 - July 2011
Northwestern Mutual Financial Network May 2009 - November 2009
Farmers Insurance March 2009 - May 2009
UBS Investment Services September 2008 - December 2008
Skills
Drug Safety, Predictive Analytics, Healthcare Analytics, Big Data, Salesforce.com, Lead Generation, SaaS, Process Improvement, Cold Calling, Business Development, B2B, Direct Sales, Sales, Inside Sales, Pipeline Development, Sales Process, Strategic Planning, Social Media Marketing, Safety Management, Sales Pipeline..., Microsoft Office, Contract Negotiation, Safety Management..., Selling, Cloud Applications, Enterprise Software, Sales Management, Market Analysis, Microsoft Excel, Microsoft Word, Forecasting, Client Development, Cloud Computing, Outside Sales, Wordpress, Healthcare
Education
The Ohio State University 2006 — 2010
Bachelor of Arts, Economics
Grant J. Tieman Grant J. Tieman's Northwestern Mutual Financial Network Experience December 2010 - August 2011
Job General Manager
Industry Construction
Experience
National Tool Supply September 2015 - Present
National Tool Supply January 2015 - August 2015
Exel Logistics Inc January 2014 - September 2014
Exel Logistics Inc September 2012 - January 2014
Exel Logistics Inc September 2011 - August 2012
Northwestern Mutual Financial Network December 2010 - August 2011
Skills
Logistics, Operations Management, Team Leadership, Labor Management, Problem Solving, Performance Metrics, Metrics Reporting, Crystal Reports, Warehouse Management, WMS Implementations, Town Hall Meetings, Financial Analysis, Operational Efficiency, Process Improvement, Account Management, Customer Service, Cost Reduction..., 3PL, Analysis, Inventory Management, Leadership, Logistics Management, Management, Supply Chain, Supply Chain Management, Training
Education
The Ohio State University Fisher College of Business 2006 — 2011
Bachelor, Business-Marketing
National Tool Supply September 2015 - Present
National Tool Supply January 2015 - August 2015
Exel Logistics Inc January 2014 - September 2014
Exel Logistics Inc September 2012 - January 2014
Exel Logistics Inc September 2011 - August 2012
Northwestern Mutual Financial Network December 2010 - August 2011
Skills
Logistics, Operations Management, Team Leadership, Labor Management, Problem Solving, Performance Metrics, Metrics Reporting, Crystal Reports, Warehouse Management, WMS Implementations, Town Hall Meetings, Financial Analysis, Operational Efficiency, Process Improvement, Account Management, Customer Service, Cost Reduction..., 3PL, Analysis, Inventory Management, Leadership, Logistics Management, Management, Supply Chain, Supply Chain Management, Training
Education
The Ohio State University Fisher College of Business 2006 — 2011
Bachelor, Business-Marketing
Anthony J. Frei, CFP ®, RICP® Anthony J. Frei, CFP ®, RICP®'s Northwestern Mutual Financial Network Experience January 2010 - April 2012
Job Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial May 2012 - Present
Northwestern Mutual Financial Network January 2010 - April 2012
Education
The American College 2010 — 2013
Washington State University 2005 — 2010
BS, Finance
Thrivent Financial May 2012 - Present
Northwestern Mutual Financial Network January 2010 - April 2012
Education
The American College 2010 — 2013
Washington State University 2005 — 2010
BS, Finance
Curtis Parry Jr., CFP, CLU, ChFC, CASL, RICP Curtis Parry Jr., CFP, CLU, ChFC, CASL, RICP's Northwestern Mutual Financial Network Experience January 2000 - Present
Job Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 2000 - Present
Skills
Series 7
Education
The American College 2013 — 2013
Retirement Income Certified Professional
The American College 2009 — 2010
Chartered Advisor for Senior Living
The American College 2004 — 2005
Chartered Financial Consultant
The American College 2004 — 2004
Certified Financial Planner
The American College 2002 — 2003
Chartered Life Underwriter
University of Florida 1993 — 1997
Bachelor of Arts (B.A.), Criminology and Political Science
Satellite High School 1990 — 1993
Northwestern Mutual Financial Network January 2000 - Present
Skills
Series 7
Education
The American College 2013 — 2013
Retirement Income Certified Professional
The American College 2009 — 2010
Chartered Advisor for Senior Living
The American College 2004 — 2005
Chartered Financial Consultant
The American College 2004 — 2004
Certified Financial Planner
The American College 2002 — 2003
Chartered Life Underwriter
University of Florida 1993 — 1997
Bachelor of Arts (B.A.), Criminology and Political Science
Satellite High School 1990 — 1993
Peter H Hoopis, CLU, ChFC, CLF Peter H Hoopis, CLU, ChFC, CLF's Northwestern Mutual Financial Network Experience March 2005 - April 2012
Job Chief Executive Officer & Managing Partner at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group April 2012 - Present
Northwestern Mutual Financial Network March 2005 - April 2012
Northwestern Mutual Financial Network September 1999 - May 2005
Northwestern Mutual Financial Network June 1996 - September 1999
Skills
Strategic Financial..., Series 7, Fixed Annuities, Long-term Care, Retirement, Securities, Estate Planning, Life Insurance, Disability Insurance, Wealth Management, Mutual Funds, Employee Benefits, 401k, Portfolio Management, Investment Advisory, Finance, Financial Services, Retirement Planning, Investments, Leadership, Insurance, Management, Financial Planning, Long Term Care Insurance, Financial Advisory, Recruiting, Wealth Management..., Asset Allocation, Small Business, Asset Management, IRAs, Financial Planners, Personal Finance, Term Life Insurance, Investment Strategies, Risk Management, Wealth, Series 24, Wealth Accumulation, Investment Management
Education
The American College 2008 — 2010
CLU, ChFC, CLF, Insurance, Financial Consultant, Leadership
University of Denver - Daniels College of Business 1995 — 1999
Bachelor of Science (BS), Finance and Marketing
Hoopis Financial Group April 2012 - Present
Northwestern Mutual Financial Network March 2005 - April 2012
Northwestern Mutual Financial Network September 1999 - May 2005
Northwestern Mutual Financial Network June 1996 - September 1999
Skills
Strategic Financial..., Series 7, Fixed Annuities, Long-term Care, Retirement, Securities, Estate Planning, Life Insurance, Disability Insurance, Wealth Management, Mutual Funds, Employee Benefits, 401k, Portfolio Management, Investment Advisory, Finance, Financial Services, Retirement Planning, Investments, Leadership, Insurance, Management, Financial Planning, Long Term Care Insurance, Financial Advisory, Recruiting, Wealth Management..., Asset Allocation, Small Business, Asset Management, IRAs, Financial Planners, Personal Finance, Term Life Insurance, Investment Strategies, Risk Management, Wealth, Series 24, Wealth Accumulation, Investment Management
Education
The American College 2008 — 2010
CLU, ChFC, CLF, Insurance, Financial Consultant, Leadership
University of Denver - Daniels College of Business 1995 — 1999
Bachelor of Science (BS), Finance and Marketing
Russell Stehling, CLU® ChFC® CASL® RICP® Russell Stehling, CLU® ChFC® CASL® RICP®'s Northwestern Mutual Financial Network Experience May 2003 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2003 - Present
Skills
Customer Service, Sales Management, Small Business, Public Speaking
Education
Texas A&M University 1996 — 2000
Northwestern Mutual Financial Network May 2003 - Present
Skills
Customer Service, Sales Management, Small Business, Public Speaking
Education
Texas A&M University 1996 — 2000
Jeff A. Hoskins, CLU, ChFC Jeff A. Hoskins, CLU, ChFC's Northwestern Mutual Financial Network Experience March 1991 - February 2013
Job Personal Producing General Agent
Industry Financial Services
Experience
Hoskins Financial, LLC February 2013 - Present
Northwestern Mutual Financial Network March 1991 - February 2013
MetLife January 1987 - December 1990
Education
The American College 1997 — 1999
Chartered Financial Consultant (ChFC)
The American College 1995 — 1997
Chartered Life Underwriter (CLU)
University of Florida 1983 — 1986
Bachelor of Arts (B.A.), Economics
University of St. Thomas 1982 — 1983
Economics
Hoskins Financial, LLC February 2013 - Present
Northwestern Mutual Financial Network March 1991 - February 2013
MetLife January 1987 - December 1990
Education
The American College 1997 — 1999
Chartered Financial Consultant (ChFC)
The American College 1995 — 1997
Chartered Life Underwriter (CLU)
University of Florida 1983 — 1986
Bachelor of Arts (B.A.), Economics
University of St. Thomas 1982 — 1983
Economics
John T. Holdorf, CLU ChFC's Northwestern Mutual Financial Network Experience May 2006 - August 2007
Job AIG
Industry Financial Services
Experience
AIG Advisor Group December 2014 - Present
MetLife June 2009 - December 2014
New England Financial July 2008 - June 2009
Mass Mutual Financial Network August 2007 - April 2008
Northwestern Mutual Financial Network May 2006 - August 2007
John Hancock Financial Services August 2004 - May 2006
Northwestern Mutual Financial Network June 2001 - August 2004
Northwestern Mutual Financial Network February 1983 - June 2001
Skills
Insurance, Employee Benefits, Life Insurance, Strategy, Investments, Leadership, Term Life Insurance, Mutual Funds, Recruiting, Management, Long Term Care Insurance, Retirement, New Business Development, Sales, Retirement Planning, Financial Services, Coaching, Sales Management, Series 63, Human Resources, Finance, Securities, Team Building, Health Insurance, Direct Sales, Microsoft Word, Series 7, Disability Insurance, Customer Service
Education
Antioch School of Divinity 2008 — 2010
Master of Divinity, Theology
The American College 1981 — 1985
CLU, ChFC, Financial Planning
The University of Connecticut 1968 — 1972
Bachelor of Arts (B.A.), Economics
AIG Advisor Group December 2014 - Present
MetLife June 2009 - December 2014
New England Financial July 2008 - June 2009
Mass Mutual Financial Network August 2007 - April 2008
Northwestern Mutual Financial Network May 2006 - August 2007
John Hancock Financial Services August 2004 - May 2006
Northwestern Mutual Financial Network June 2001 - August 2004
Northwestern Mutual Financial Network February 1983 - June 2001
Skills
Insurance, Employee Benefits, Life Insurance, Strategy, Investments, Leadership, Term Life Insurance, Mutual Funds, Recruiting, Management, Long Term Care Insurance, Retirement, New Business Development, Sales, Retirement Planning, Financial Services, Coaching, Sales Management, Series 63, Human Resources, Finance, Securities, Team Building, Health Insurance, Direct Sales, Microsoft Word, Series 7, Disability Insurance, Customer Service
Education
Antioch School of Divinity 2008 — 2010
Master of Divinity, Theology
The American College 1981 — 1985
CLU, ChFC, Financial Planning
The University of Connecticut 1968 — 1972
Bachelor of Arts (B.A.), Economics
Brent Eyler Brent Eyler's Northwestern Mutual Financial Network Experience April 2007 - December 2007
Job Product Architect. COO.
Industry Internet
Experience
Earlybirdy.com January 2014 - Present
Outpostlab.com August 2013 - September 2014
Meteor Entertainment October 2012 - August 2013
Playmark.com June 2011 - October 2012
Lucky Brand Jeans November 2010 - May 2011
Temple University Fox School of Business September 2010 - January 2011
Temple University May 2009 - May 2010
Alencon Systems Inc October 2009 - April 2010
PUMA NORTH AMERICA October 2005 - January 2008
NORTHWESTERN MUTUAL FINANCIAL NETWORK April 2007 - December 2007
Skills
Financial Modeling, Management, Competitive Analysis, Market Research, Leadership, Financial Analysis, Marketing Strategy, Strategy, Data Analysis, Start-ups, Social Media, Strategic Planning, Team Building, Business Planning, Business Strategy, Project Management, Product Development, Marketing Communications, Sales, Online Gaming, JIRA, Strategic Partnerships, Entrepreneurship, Product Management, Free to Play, E-commerce, Product Marketing, Event Planning, Time Management, Analytics, Program Management, Business Development, CRM, Online Advertising, Consulting
Education
Temple University 2008 — 2010
MBA, Corporate Finance & Strategic Management
Temple University - Fox School of Business and Management 2008 — 2010
MBA, Corporate Finance, GSM
Temple University, The Fox School of Business
BA, Finance & Real Estate
Earlybirdy.com January 2014 - Present
Outpostlab.com August 2013 - September 2014
Meteor Entertainment October 2012 - August 2013
Playmark.com June 2011 - October 2012
Lucky Brand Jeans November 2010 - May 2011
Temple University Fox School of Business September 2010 - January 2011
Temple University May 2009 - May 2010
Alencon Systems Inc October 2009 - April 2010
PUMA NORTH AMERICA October 2005 - January 2008
NORTHWESTERN MUTUAL FINANCIAL NETWORK April 2007 - December 2007
Skills
Financial Modeling, Management, Competitive Analysis, Market Research, Leadership, Financial Analysis, Marketing Strategy, Strategy, Data Analysis, Start-ups, Social Media, Strategic Planning, Team Building, Business Planning, Business Strategy, Project Management, Product Development, Marketing Communications, Sales, Online Gaming, JIRA, Strategic Partnerships, Entrepreneurship, Product Management, Free to Play, E-commerce, Product Marketing, Event Planning, Time Management, Analytics, Program Management, Business Development, CRM, Online Advertising, Consulting
Education
Temple University 2008 — 2010
MBA, Corporate Finance & Strategic Management
Temple University - Fox School of Business and Management 2008 — 2010
MBA, Corporate Finance, GSM
Temple University, The Fox School of Business
BA, Finance & Real Estate
Sean Goldman's Northwestern Mutual Financial Network Experience May 2010 - November 2011
Job Senior Recruiter for CR England Global Transportation
Industry Transportation/Trucking/Railroad
Experience
C.R. England August 2014 - Present
Canyons Resort December 2011 - April 2014
Journeys October 2012 - October 2013
Gymboree May 2012 - November 2012
Christy Sports November 2011 - April 2012
Elk Mountain Ski Resort November 2004 - December 2011
Northwestern Mutual Financial Network May 2010 - November 2011
Temple University 2006 - 2011
Water's Edge Restaurant May 2008 - August 2009
Village of Four Seasons May 2002 - August 2009
Skills
Life, Heath,..., PSIA- Level 1, Time Management, Customer Service, Disability Insurance, Recruiting, Management, Microsoft Excel, Social Media, Event Planning
Education
Temple University 2006 — 2010
BA, Political Science/ Philosophy
C.R. England August 2014 - Present
Canyons Resort December 2011 - April 2014
Journeys October 2012 - October 2013
Gymboree May 2012 - November 2012
Christy Sports November 2011 - April 2012
Elk Mountain Ski Resort November 2004 - December 2011
Northwestern Mutual Financial Network May 2010 - November 2011
Temple University 2006 - 2011
Water's Edge Restaurant May 2008 - August 2009
Village of Four Seasons May 2002 - August 2009
Skills
Life, Heath,..., PSIA- Level 1, Time Management, Customer Service, Disability Insurance, Recruiting, Management, Microsoft Excel, Social Media, Event Planning
Education
Temple University 2006 — 2010
BA, Political Science/ Philosophy
Robert Savino, Chartered Financial Consultant Robert Savino, Chartered Financial Consultant's Northwestern Mutual Financial Network Experience July 1983 - June 2009
Job Principal at Prism Advisory Group
Industry Financial Services
Experience
Prism Advisory Group LLC. June 2009 - Present
Northwestern Mutual Financial Network July 1983 - June 2009
Skills
Investments, Estate Conservation..., Financial Planning
Education
University of Rhode Island 1978 — 1982
BS, Marketing
The American College
Chartered Financial Consultant, Financial Planning and Services
The American College
Chartered Life Underwriter, Risk Management
Mepham High
Prism Advisory Group LLC. June 2009 - Present
Northwestern Mutual Financial Network July 1983 - June 2009
Skills
Investments, Estate Conservation..., Financial Planning
Education
University of Rhode Island 1978 — 1982
BS, Marketing
The American College
Chartered Financial Consultant, Financial Planning and Services
The American College
Chartered Life Underwriter, Risk Management
Mepham High
Devon Wood, CLU® Devon Wood, CLU®'s Northwestern Mutual Financial Network Experience May 2000 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2000 - Present
Education
The American College 2008 — 2010
CLU
University of Utah 1997 — 2004
Bachelor of Science, Economics
East High School 1992 — 1996
other
Northwestern Mutual Financial Network May 2000 - Present
Education
The American College 2008 — 2010
CLU
University of Utah 1997 — 2004
Bachelor of Science, Economics
East High School 1992 — 1996
other
Casey Rosenblatt's Northwestern Mutual Financial Network Experience June 2012 - December 2012
Job Deal Specialist at Oracle
Industry Information Technology and Services
Experience
Oracle August 2014 - Present
Texas State University Student Managed Investment Fund January 2013 - July 2013
Northwestern Mutual Financial Network June 2012 - December 2012
Bedford Splash May 2008 - August 2011
Skills
Customer Service, PowerPoint, Leadership, Microsoft Office, Teamwork, Microsoft Word, Finance, Time Management, Microsoft Excel, Accounting, Financial Analysis, Research, Access, Data Analysis, Bloomberg Terminal, Sales, Management, Public Speaking
Education
Texas State University 2010 — 2014
Bachelor's Degree, Finance
Oracle August 2014 - Present
Texas State University Student Managed Investment Fund January 2013 - July 2013
Northwestern Mutual Financial Network June 2012 - December 2012
Bedford Splash May 2008 - August 2011
Skills
Customer Service, PowerPoint, Leadership, Microsoft Office, Teamwork, Microsoft Word, Finance, Time Management, Microsoft Excel, Accounting, Financial Analysis, Research, Access, Data Analysis, Bloomberg Terminal, Sales, Management, Public Speaking
Education
Texas State University 2010 — 2014
Bachelor's Degree, Finance
Kyle Jacobs's Northwestern Mutual Financial Network Experience June 2012 - December 2012
Job Licensed Insurance Agent at National General Insurance
Industry Insurance
Experience
National General Insurance June 2013 - Present
The Ohio State University August 2009 - June 2013
Ohio Department of Public Safety - Ohio Trauma System January 2013 - May 2013
Northwestern Mutual Financial Network June 2012 - December 2012
Hosptial Parking Management September 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Research, Public Speaking, Teamwork, Windows, Time Management, Insurance, Marketing
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Marketing, 3.609 (Marketing)
Amherst Steele High School 2005 — 2009
National General Insurance June 2013 - Present
The Ohio State University August 2009 - June 2013
Ohio Department of Public Safety - Ohio Trauma System January 2013 - May 2013
Northwestern Mutual Financial Network June 2012 - December 2012
Hosptial Parking Management September 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Research, Public Speaking, Teamwork, Windows, Time Management, Insurance, Marketing
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Marketing, 3.609 (Marketing)
Amherst Steele High School 2005 — 2009
James Jacob, Jr. James Jacob, Jr.'s Northwestern Mutual Financial Network Experience May 1984 - October 1997
Job VPBusiness Development
Industry Financial Services
Experience
Primepoint November 2000 - Present
HeartSTONE Group, LLC 2008 - 2011
Delaware Valley Payroll, Inc. October 1997 - November 2000
Northwestern Mutual Financial Network May 1984 - October 1997
Skills
Direct Sales, Business Development, Process Improvement, Sales, Payroll, Employee Benefits, Business Analysis, Selling, B2B, Management, Team Leadership, Strategic Planning, Account Management, New Business Development, Sales Management, Business Strategy
Education
The College of New Jersey 1982 — 1984
Health & Physical Education, Recreation & Dance
Primepoint November 2000 - Present
HeartSTONE Group, LLC 2008 - 2011
Delaware Valley Payroll, Inc. October 1997 - November 2000
Northwestern Mutual Financial Network May 1984 - October 1997
Skills
Direct Sales, Business Development, Process Improvement, Sales, Payroll, Employee Benefits, Business Analysis, Selling, B2B, Management, Team Leadership, Strategic Planning, Account Management, New Business Development, Sales Management, Business Strategy
Education
The College of New Jersey 1982 — 1984
Health & Physical Education, Recreation & Dance
Dan Berger Dan Berger's Northwestern Mutual Financial Network Experience January 2000 - April 2002
Job Director of Enriched Housing Services at National Church Residences
Industry Nonprofit Organization Management
Experience
National Church Residences February 2007 - Present
IMS Mortgage April 2002 - February 2007
Northwestern Mutual Financial Network January 2000 - April 2002
Skills
Operational Excellence, Hiring Practices, Account Management, Supervision, Public Speaking, Public Policy, Healthcare Management, Staffing Services, Staff Development, Operations Management, Sales, Presenter, Building Relationships, Relationship Management, Leadership, Event Planning, Interviews, Marketing, Program Management, Coaching, Customer Service, Case Managment, Fundraising, Finance, Management, Training, Team Building, Strategic Planning, Program Development, Customer Satisfaction, Leadership Development
Education
Medicare Advantage Sales Training and Certification Program 2014 — 2014
Gorman Health Group
The Ohio State University 1996 — 2000
BA, Communications
National Church Residences February 2007 - Present
IMS Mortgage April 2002 - February 2007
Northwestern Mutual Financial Network January 2000 - April 2002
Skills
Operational Excellence, Hiring Practices, Account Management, Supervision, Public Speaking, Public Policy, Healthcare Management, Staffing Services, Staff Development, Operations Management, Sales, Presenter, Building Relationships, Relationship Management, Leadership, Event Planning, Interviews, Marketing, Program Management, Coaching, Customer Service, Case Managment, Fundraising, Finance, Management, Training, Team Building, Strategic Planning, Program Development, Customer Satisfaction, Leadership Development
Education
Medicare Advantage Sales Training and Certification Program 2014 — 2014
Gorman Health Group
The Ohio State University 1996 — 2000
BA, Communications
Kelsey Steuber Kelsey Steuber's Northwestern Mutual Financial Network Experience September 2007 - November 2011
Job Herdsman at Signature Swine
Industry Farming
Experience
Ameriprise Financial Services, Inc. January 2012 - July 2012
Northwestern Mutual Financial Network September 2007 - November 2011
Northwestern Mutual Financial Network May 2006 - September 2007
Bakers Square June 2004 - January 2006
Education
University of Minnesota - Carlson School of Management 2004 — 2007
BSB Finance, Finance, Risk Management and Insurance
The American College
Ameriprise Financial Services, Inc. January 2012 - July 2012
Northwestern Mutual Financial Network September 2007 - November 2011
Northwestern Mutual Financial Network May 2006 - September 2007
Bakers Square June 2004 - January 2006
Education
University of Minnesota - Carlson School of Management 2004 — 2007
BSB Finance, Finance, Risk Management and Insurance
The American College
Meghan Hill Meghan Hill's Northwestern Mutual Financial Network Experience August 2006 - November 2007
Job Marketing Account Manager at Trinity Mother Frances Hospitals and Clinics
Industry Marketing and Advertising
Experience
Trinity Mother Frances Hospitals and Clinics June 2013 - Present
Palestine Area Chamber of Commerce June 2010 - May 2013
Northwestern Mutual August 2006 - May 2010
Northwestern Mutual Financial Network August 2006 - November 2007
Wells Fargo Financial August 2005 - August 2006
Mervyn's June 2004 - August 2005
Skills
Marketing, Customer Service, Sales, Financial Analysis, Strategic Planning, Strategic Financial..., Sales Management, Account Management, Social Media Marketing, Training, Social Media, Recruiting, New Business Development, Budgets, Coaching, Payroll, Insurance, Public Speaking, Analysis, Business Planning, Leadership, Fundraising, Cold Calling, Team Building, Negotiation, Interviews, Management
Education
Texas State University 1999 — 2004
Business, Marketing
Texas State University-San Marcos 1999 — 2003
BBA, Marketing
Katy High School 1994 — 2000
Diploma
Trinity Mother Frances Hospitals and Clinics June 2013 - Present
Palestine Area Chamber of Commerce June 2010 - May 2013
Northwestern Mutual August 2006 - May 2010
Northwestern Mutual Financial Network August 2006 - November 2007
Wells Fargo Financial August 2005 - August 2006
Mervyn's June 2004 - August 2005
Skills
Marketing, Customer Service, Sales, Financial Analysis, Strategic Planning, Strategic Financial..., Sales Management, Account Management, Social Media Marketing, Training, Social Media, Recruiting, New Business Development, Budgets, Coaching, Payroll, Insurance, Public Speaking, Analysis, Business Planning, Leadership, Fundraising, Cold Calling, Team Building, Negotiation, Interviews, Management
Education
Texas State University 1999 — 2004
Business, Marketing
Texas State University-San Marcos 1999 — 2003
BBA, Marketing
Katy High School 1994 — 2000
Diploma
Bret Hamilton, CLU, CLTC, ChFC Bret Hamilton, CLU, CLTC, ChFC's Northwestern Mutual Financial Network Experience June 1991 - Present
Job Wealth Management Advisor
Industry Financial Services
Jessica Plummer's Northwestern Mutual Financial Network Experience May 2006 - October 2007
Job Project Management Supervisor at UnitedHealthcare
Industry Hospital & Health Care
Experience
UnitedHealthcare 2015 - Present
UnitedHealthcare 2012 - 2015
United Healthcare October 2007 - August 2012
Northwestern Mutual Financial Network May 2006 - October 2007
Skills
Customer Service, Fundraising, Process Improvement, EDI, Administration, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Program Design, Program Implementation, Program Management, Access, Advertising, Budgets, Business Analysis, Business Process..., CRM, Change Management, Coaching, Cross-functional Team..., Data Analysis, Finance, Healthcare, Human Resources, Leadership, Leadership Development, Management, Marketing, Operations Management, Policy, Project Management, Recruiting, Resource Management, Risk Management, SDLC, Six Sigma, Software Project..., Strategy, Talent Acquisition, Team Leadership, Vendor Management, Medicaid, Healthcare Industry, Business Intelligence, Strategic Planning, Team Building
Education
The Boston Conservatory 2001 — 2005
Bachelors of Music, Vocal Performance
The Boston Conservatory
UnitedHealthcare 2015 - Present
UnitedHealthcare 2012 - 2015
United Healthcare October 2007 - August 2012
Northwestern Mutual Financial Network May 2006 - October 2007
Skills
Customer Service, Fundraising, Process Improvement, EDI, Administration, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Program Design, Program Implementation, Program Management, Access, Advertising, Budgets, Business Analysis, Business Process..., CRM, Change Management, Coaching, Cross-functional Team..., Data Analysis, Finance, Healthcare, Human Resources, Leadership, Leadership Development, Management, Marketing, Operations Management, Policy, Project Management, Recruiting, Resource Management, Risk Management, SDLC, Six Sigma, Software Project..., Strategy, Talent Acquisition, Team Leadership, Vendor Management, Medicaid, Healthcare Industry, Business Intelligence, Strategic Planning, Team Building
Education
The Boston Conservatory 2001 — 2005
Bachelors of Music, Vocal Performance
The Boston Conservatory
P.J. Potts's Northwestern Mutual Financial Network Experience October 2007 - April 2008
Job Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance January 2011 - Present
Northwestern Mutual Financial Network October 2007 - April 2008
Northwestern Mutual October 2007 - April 2008
Skills
Strategic Financial..., Insurance, Life Insurance, Retirement Planning, Commercial Insurance, General Insurance, Fixed Annuities, Customer Service, Financial Planning, Disability Insurance, Property, Finance, Time Management, Leadership, Sales, Marketing
Education
The University of Akron 2004 — 2008
Bachelor of Science (B.S.), Marketing/Marketing Management, General
McKinley
Nationwide Insurance January 2011 - Present
Northwestern Mutual Financial Network October 2007 - April 2008
Northwestern Mutual October 2007 - April 2008
Skills
Strategic Financial..., Insurance, Life Insurance, Retirement Planning, Commercial Insurance, General Insurance, Fixed Annuities, Customer Service, Financial Planning, Disability Insurance, Property, Finance, Time Management, Leadership, Sales, Marketing
Education
The University of Akron 2004 — 2008
Bachelor of Science (B.S.), Marketing/Marketing Management, General
McKinley
James Wendlandt James Wendlandt's Northwestern Mutual Financial Network Experience 1988 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual Financial Network 1988 - Present
Gowan, Inc. 1983 - 1986
4th Inf. Div. 1980 - 1983
Education
The American College 2002 — 2004
MSFS, Financial Services
Texas A&M University 1976 — 1980
BS, Education
Westlake High School
Northwestern Mutual Financial Network 1988 - Present
Gowan, Inc. 1983 - 1986
4th Inf. Div. 1980 - 1983
Education
The American College 2002 — 2004
MSFS, Financial Services
Texas A&M University 1976 — 1980
BS, Education
Westlake High School
Benjamin Carruthers Benjamin Carruthers's Northwestern Mutual Financial Network Experience June 2009 - June 2010
Job Texas Rangers Baseball Club
Industry Sports
Experience
Texas Rangers Baseball Club April 2012 - Present
TCU August 2011 - April 2012
Paycom Payroll February 2010 - August 2010
Northwestern Mutual Financial Network June 2009 - June 2010
Korman O'Brien, LLC, Real Estate August 2008 - May 2009
Skills
Marketing, Marketing Strategy, Networking, Public Relations, Sales, Sports, Sports Management, Sports Marketing, Time Management
Education
Texas Christian University 2010 — 2012
Master's degree, Educational Leadership and Administration, General
Texas Christian University 2005 — 2009
B.S., Communication
Texas Rangers Baseball Club April 2012 - Present
TCU August 2011 - April 2012
Paycom Payroll February 2010 - August 2010
Northwestern Mutual Financial Network June 2009 - June 2010
Korman O'Brien, LLC, Real Estate August 2008 - May 2009
Skills
Marketing, Marketing Strategy, Networking, Public Relations, Sales, Sports, Sports Management, Sports Marketing, Time Management
Education
Texas Christian University 2010 — 2012
Master's degree, Educational Leadership and Administration, General
Texas Christian University 2005 — 2009
B.S., Communication
Martin McLoughlin Martin McLoughlin's Northwestern Mutual Financial Network Experience May 2007 - December 2008
Job Risk Management
Industry Financial Services
Experience
EmblemHealth November 2012 - September 2014
EmblemHealth November 2011 - February 2012
InterPRO Rapid Technologies July 2009 - July 2011
Northwestern Mutual Financial Network May 2007 - December 2008
Education
The University of Connecticut School of Business 2005 — 2009
Bachelors of Science, Business Administration; Finance; Marketing and professional sales; business law; economics
EmblemHealth November 2012 - September 2014
EmblemHealth November 2011 - February 2012
InterPRO Rapid Technologies July 2009 - July 2011
Northwestern Mutual Financial Network May 2007 - December 2008
Education
The University of Connecticut School of Business 2005 — 2009
Bachelors of Science, Business Administration; Finance; Marketing and professional sales; business law; economics
James Park James Park's Northwestern Mutual Financial Network Experience 2007 - 2007
Job Senior Technical Recruiter, Contract Agile Recruiter
Industry Information Technology and Services
Experience
Vision Technology Services November 2010 - December 2014
New York Life Insurance Company October 2009 - October 2010
Northwestern Mutual Financial Network 2007 - 2007
Merrill Lynch 2005 - 2006
Skills
Business Analysis, Access, SDLC, Analysis, Data Analysis, SQL, Sourcing, Process Improvement, Integration, Requirements Analysis, Software Development, Windows, Management, Strategic Planning, Recruitments, Recruiting, Networking, Program Management, Team Leadership, Vendor Management, Project Management, Change Management, Time Management, Project Planning, Staff Augmentation, Employee Benefits, Visio, Technical Recruiting, Leadership, Risk Management, SharePoint, .NET, Requirements Gathering, Databases, Information Technology, CRM, Software Documentation, College Recruiting, Business Intelligence, Applicant Tracking..., Software Project..., Internet Recruiting, Talent Acquisition, Staffing Services, MS Project, Benefits Negotiation, System Administration, Quality Assurance, Screening, Consulting
Education
The Johns Hopkins University 2004 — 2008
Bachelors of Arts, Economics, Entrpreneurship & Management Minor
Syosset High School
Vision Technology Services November 2010 - December 2014
New York Life Insurance Company October 2009 - October 2010
Northwestern Mutual Financial Network 2007 - 2007
Merrill Lynch 2005 - 2006
Skills
Business Analysis, Access, SDLC, Analysis, Data Analysis, SQL, Sourcing, Process Improvement, Integration, Requirements Analysis, Software Development, Windows, Management, Strategic Planning, Recruitments, Recruiting, Networking, Program Management, Team Leadership, Vendor Management, Project Management, Change Management, Time Management, Project Planning, Staff Augmentation, Employee Benefits, Visio, Technical Recruiting, Leadership, Risk Management, SharePoint, .NET, Requirements Gathering, Databases, Information Technology, CRM, Software Documentation, College Recruiting, Business Intelligence, Applicant Tracking..., Software Project..., Internet Recruiting, Talent Acquisition, Staffing Services, MS Project, Benefits Negotiation, System Administration, Quality Assurance, Screening, Consulting
Education
The Johns Hopkins University 2004 — 2008
Bachelors of Arts, Economics, Entrpreneurship & Management Minor
Syosset High School
Jim Marteney Jim Marteney's Northwestern Mutual Financial Network Experience September 1976 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network September 1976 - Present
Education
The Ohio State University 1973 — 1976
Bachelor, Business
Northwestern Mutual Financial Network September 1976 - Present
Education
The Ohio State University 1973 — 1976
Bachelor, Business
Bryant Chung's Northwestern Mutual Financial Network Experience June 2008 - December 2008
Job JD Candidate at George Washington University Law School
Industry Financial Services
Experience
First Judicial District of Pennsylvania June 2015 - Present
ICAS: Institute for Corean January 2005 - Present
Highbridge Capital Management February 2014 - September 2014
Barclays July 2011 - March 2014
China Solved September 2009 - December 2009
Stepping Stones Foundation September 2009 - December 2009
Kim & Chang June 2009 - August 2009
Northwestern Mutual Financial Network June 2008 - December 2008
Holy Redeemer Manor January 2002 - August 2007
Mattioni LTD January 2006 - February 2006
Skills
Spanish, English, Korean, Mandarin, Market Research, Compliance
Education
The George Washington University Law School 2015 — 2017
Juris Doctor (J.D.)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor's of Science, Business and Liberal Arts Education; Finance and International Business
Germantown Friends School 2004 — 2007
High School Diploma
University of Pennsylvania Precollege 2005 — 2005
Finance, General
First Judicial District of Pennsylvania June 2015 - Present
ICAS: Institute for Corean January 2005 - Present
Highbridge Capital Management February 2014 - September 2014
Barclays July 2011 - March 2014
China Solved September 2009 - December 2009
Stepping Stones Foundation September 2009 - December 2009
Kim & Chang June 2009 - August 2009
Northwestern Mutual Financial Network June 2008 - December 2008
Holy Redeemer Manor January 2002 - August 2007
Mattioni LTD January 2006 - February 2006
Skills
Spanish, English, Korean, Mandarin, Market Research, Compliance
Education
The George Washington University Law School 2015 — 2017
Juris Doctor (J.D.)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor's of Science, Business and Liberal Arts Education; Finance and International Business
Germantown Friends School 2004 — 2007
High School Diploma
University of Pennsylvania Precollege 2005 — 2005
Finance, General
Jack Cool Jack Cool's Northwestern Mutual Financial Network Experience December 2008 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network December 2008 - Present
Education
The University of Akron 2004 — 2009
Bachelor, Business Admininstration
Northwestern Mutual Financial Network December 2008 - Present
Education
The University of Akron 2004 — 2009
Bachelor, Business Admininstration
Anthony J. Haidar's Northwestern Mutual Financial Network Experience June 2009 - February 2010
Job Internal Sales Director at Legg Mason Global Asset Management
Industry Financial Services
Experience
Legg Mason November 2014 - Present
UBS Financial Services, Inc. September 2012 - October 2014
Phillips Student Investment Fund January 2012 - April 2012
The White House November 2010 - December 2011
Hello, I Must Be Going Productions, LLC July 2011 - August 2011
CTPartners July 2010 - August 2010
Northwestern Mutual Financial Network June 2009 - February 2010
Skills
Investments, Finance, Series 7, Series 66, Financial Analysis, Public Speaking, Social Media, Asset Management, Mutual Funds, Wealth Management, Alternative Investments, Equities, Fixed Income
Education
The George Washington University 2008 — 2012
Bachelor, Business Administration: Finance
UNSW Australia 2011 — 2011
Semester Abroad
Legg Mason November 2014 - Present
UBS Financial Services, Inc. September 2012 - October 2014
Phillips Student Investment Fund January 2012 - April 2012
The White House November 2010 - December 2011
Hello, I Must Be Going Productions, LLC July 2011 - August 2011
CTPartners July 2010 - August 2010
Northwestern Mutual Financial Network June 2009 - February 2010
Skills
Investments, Finance, Series 7, Series 66, Financial Analysis, Public Speaking, Social Media, Asset Management, Mutual Funds, Wealth Management, Alternative Investments, Equities, Fixed Income
Education
The George Washington University 2008 — 2012
Bachelor, Business Administration: Finance
UNSW Australia 2011 — 2011
Semester Abroad
Ed Nevins Ed Nevins's Northwestern Mutual Financial Network Experience May 2009 - August 2009
Job Management Consultant
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
BlumShapiro August 2010 - May 2015
Northwestern Mutual Financial Network May 2009 - August 2009
The Siemon Company May 2008 - August 2008
Skills
Management Consulting, ERP Consulting, Security Analysis, Business Analysis, Financial Analysis, Financial Modeling, Consulting, Finance, CRM, Business Intelligence, Forecasting, Access, Financial Reporting, Business Process, Project Management, ERP, Internal Controls, Product Management, Business Strategy, Professional Services, Business Process...
Education
The University of Connecticut School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Connecticut 2006 — 2010
Bachelor of Science, Management
Prudential Financial July 2015 - Present
BlumShapiro August 2010 - May 2015
Northwestern Mutual Financial Network May 2009 - August 2009
The Siemon Company May 2008 - August 2008
Skills
Management Consulting, ERP Consulting, Security Analysis, Business Analysis, Financial Analysis, Financial Modeling, Consulting, Finance, CRM, Business Intelligence, Forecasting, Access, Financial Reporting, Business Process, Project Management, ERP, Internal Controls, Product Management, Business Strategy, Professional Services, Business Process...
Education
The University of Connecticut School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Connecticut 2006 — 2010
Bachelor of Science, Management
Jeff Pennington Jeff Pennington's Northwestern Mutual Financial Network Experience December 2002 - May 2005
Job President, Pennington Financial Group, LLC
Industry Insurance
Experience
Pennington Financial Group, LLC June 2005 - Present
Northwestern Mutual Financial Network December 2002 - May 2005
Skills
Insurance, Strategic Planning, Disability Insurance, Life Insurance, Term Life Insurance, Small Business, Retirement Planning, Long-term Care, Health Insurance, Retirement, Whole Life
Education
The University of Georgia 1998 — 2002
Pennington Financial Group, LLC June 2005 - Present
Northwestern Mutual Financial Network December 2002 - May 2005
Skills
Insurance, Strategic Planning, Disability Insurance, Life Insurance, Term Life Insurance, Small Business, Retirement Planning, Long-term Care, Health Insurance, Retirement, Whole Life
Education
The University of Georgia 1998 — 2002
Eric Kleespies's Northwestern Mutual Financial Network Experience June 2009 - December 2010
Job Analyst at Ward Group
Industry Financial Services
Experience
Ward Group October 2013 - Present
P.L. Marketing, Inc. September 2012 - September 2013
J A Troknya Construction March 2011 - August 2012
Northwestern Mutual Financial Network June 2009 - December 2010
Skills
Retirement Planning, Finance, Management, Analysis, Microsoft Excel, Retail, Strategic Financial..., Financial Analysis, Marketing, PowerPoint, Customer Service, Data Analysis, Financial Modeling, Insurance, Leadership, Microsoft Office, Public Speaking, Sales, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
St. Xavier High School 2002 — 2006
Ward Group October 2013 - Present
P.L. Marketing, Inc. September 2012 - September 2013
J A Troknya Construction March 2011 - August 2012
Northwestern Mutual Financial Network June 2009 - December 2010
Skills
Retirement Planning, Finance, Management, Analysis, Microsoft Excel, Retail, Strategic Financial..., Financial Analysis, Marketing, PowerPoint, Customer Service, Data Analysis, Financial Modeling, Insurance, Leadership, Microsoft Office, Public Speaking, Sales, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
St. Xavier High School 2002 — 2006
Bo Birtwell, CPCU, CRIS Bo Birtwell, CPCU, CRIS's Northwestern Mutual Financial Network Experience June 2006 - October 2006
Job Sales Executive at Wells Fargo Insurance Services and Private Equity Specialist
Industry Insurance
Experience
Wells Fargo Insurance Services October 2012 - Present
McKee Risk Management, Inc. April 2011 - September 2012
CNA Insurance June 2007 - April 2011
Brandywine Global Investment Management October 2006 - May 2007
Northwestern Mutual Financial Network June 2006 - October 2006
Skills
Commercial Insurance, Property & Casualty..., Consultative Selling, Enterprise Risk..., Risk Analysis, Risk Assessment, Product Development, Relationship Development, Youth Mentoring, General Liability, Workers Compensation, Rate Negotiation, Pricing Negotiation, Mergers, Integrating Acquisitions, Inter-personal, Legal Liability, Reverse due diligence, Due Diligence, Mergers & Acquisitions, Financial Risk, Pricing Strategy, Casualty, Brokers, Insurance, Selling, Professional Liability, Negotiation, Liability
Education
Temple University - Fox School of Business and Management 2003 — 2007
BBA, Finance
Monsignor Bonner High School 1999 — 2003
High School Diploma
Wells Fargo Insurance Services October 2012 - Present
McKee Risk Management, Inc. April 2011 - September 2012
CNA Insurance June 2007 - April 2011
Brandywine Global Investment Management October 2006 - May 2007
Northwestern Mutual Financial Network June 2006 - October 2006
Skills
Commercial Insurance, Property & Casualty..., Consultative Selling, Enterprise Risk..., Risk Analysis, Risk Assessment, Product Development, Relationship Development, Youth Mentoring, General Liability, Workers Compensation, Rate Negotiation, Pricing Negotiation, Mergers, Integrating Acquisitions, Inter-personal, Legal Liability, Reverse due diligence, Due Diligence, Mergers & Acquisitions, Financial Risk, Pricing Strategy, Casualty, Brokers, Insurance, Selling, Professional Liability, Negotiation, Liability
Education
Temple University - Fox School of Business and Management 2003 — 2007
BBA, Finance
Monsignor Bonner High School 1999 — 2003
High School Diploma
Tim Albertson's Northwestern Mutual Financial Network Experience July 1988 - Present
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network July 1988 - Present
Dixon Hughes Goodman LLP January 1987 - June 1988
The Todd Organization April 1983 - December 1986
Education
The American College 1986 — 1990
MS, Financial Services
University of North Carolina at Greensboro 1981 — 1984
BS, Accounting
Northwestern Mutual Financial Network July 1988 - Present
Dixon Hughes Goodman LLP January 1987 - June 1988
The Todd Organization April 1983 - December 1986
Education
The American College 1986 — 1990
MS, Financial Services
University of North Carolina at Greensboro 1981 — 1984
BS, Accounting
Ryan White, RHU, REBC Ryan White, RHU, REBC's Northwestern Mutual Financial Network Experience January 2007 - June 2011
Job Advisor/Partner at Select Benefit Solutions
Industry Insurance
Experience
Select Benefit Solutions July 2011 - Present
Northwestern Mutual Financial Network January 2007 - June 2011
IKON Office Solutions August 2005 - December 2006
IKON Document Services June 2004 - August 2005
Skills
Disability Insurance, Small Business, Employee Benefits, Life Insurance, Health Insurance, Leadership Development, Insurance, Fixed Annuities, Retirement Planning, Long-term Care, 401k, Benefits Administration, Health Savings Accounts, Underwriting, Retirement, Brokers, COBRA, Term Life Insurance, Group Insurance, Property & Casualty..., Strategic Financial...
Education
The American College 2007 — 2010
Registered Health Underwriter (RHU)
The American College 2007 — 2010
Registered Employee Benefits Consultant (REBC)
Truman State University 1999 — 2004
B.S., Business - Finance
Select Benefit Solutions July 2011 - Present
Northwestern Mutual Financial Network January 2007 - June 2011
IKON Office Solutions August 2005 - December 2006
IKON Document Services June 2004 - August 2005
Skills
Disability Insurance, Small Business, Employee Benefits, Life Insurance, Health Insurance, Leadership Development, Insurance, Fixed Annuities, Retirement Planning, Long-term Care, 401k, Benefits Administration, Health Savings Accounts, Underwriting, Retirement, Brokers, COBRA, Term Life Insurance, Group Insurance, Property & Casualty..., Strategic Financial...
Education
The American College 2007 — 2010
Registered Health Underwriter (RHU)
The American College 2007 — 2010
Registered Employee Benefits Consultant (REBC)
Truman State University 1999 — 2004
B.S., Business - Finance
R. Brian Raab CLU, ChFC R. Brian Raab CLU, ChFC's Northwestern Mutual Financial Network Experience July 1993 - July 2010
Job Investment Advisor Representative (IAR) at Monticello Investment Services, Inc.
Industry Financial Services
Experience
MidAmerica Financial Services, Inc. July 2010 - Present
Monticello Investment Services, Inc. July 2010 - Present
Comprehensive Planning Partners LLC July 1993 - Present
Comprehensive Planning Partners LLC 1993 - Present
Northwestern Mutual Financial Network July 1993 - July 2010
Skills
Investments, Portfolio Management, Financial Services, Employee Benefits, Small Business, Financial Analysis, Asset Allocation, Referrals, Life Insurance, Disability Insurance
Education
The American College 2000 — 2005
Advanced Financial Planning Strategies, A
University of Wisconsin-Madison 1989 — 1994
Bachelor's degree, Finance, Investments, Banking
University of Wisconsin-Madison 1989 — 1994
Bachelor of Business Administration (BBA), Finance and Financial Management Services
MidAmerica Financial Services, Inc. July 2010 - Present
Monticello Investment Services, Inc. July 2010 - Present
Comprehensive Planning Partners LLC July 1993 - Present
Comprehensive Planning Partners LLC 1993 - Present
Northwestern Mutual Financial Network July 1993 - July 2010
Skills
Investments, Portfolio Management, Financial Services, Employee Benefits, Small Business, Financial Analysis, Asset Allocation, Referrals, Life Insurance, Disability Insurance
Education
The American College 2000 — 2005
Advanced Financial Planning Strategies, A
University of Wisconsin-Madison 1989 — 1994
Bachelor's degree, Finance, Investments, Banking
University of Wisconsin-Madison 1989 — 1994
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Jennifer Mansfield-Price Jennifer Mansfield-Price's Northwestern Mutual Financial Network Experience September 2000 - November 2008
Job Talent Acquisition Manager at Dayton Superior Corporation
Industry Building Materials
Experience
Dayton Superior November 2013 - Present
Northwestern Mutual January 2013 - September 2013
Wallace & Turner Financial Services November 2008 - December 2011
Northwestern Mutual Financial Network September 2000 - November 2008
Skills
Talent Acquisition, Recruiting, Insurance, Marketing, Public Speaking, Nonprofits, Customer Service, Event Planning, Fundraising, Leadership Development
Education
The Ohio State University
Bachelors of Arts, Anthropology
Dayton Superior November 2013 - Present
Northwestern Mutual January 2013 - September 2013
Wallace & Turner Financial Services November 2008 - December 2011
Northwestern Mutual Financial Network September 2000 - November 2008
Skills
Talent Acquisition, Recruiting, Insurance, Marketing, Public Speaking, Nonprofits, Customer Service, Event Planning, Fundraising, Leadership Development
Education
The Ohio State University
Bachelors of Arts, Anthropology
Jon Nelson Jon Nelson's Northwestern Mutual Financial Network Experience October 2008 - September 2010
Job Sales Manager at Hire Dynamics
Industry Staffing and Recruiting
Experience
Hire Dynamics September 2015 - Present
MAU Workforce Solutions September 2010 - September 2015
Northwestern Mutual Financial Network October 2008 - September 2010
DHL Express October 2006 - October 2008
AstraZeneca October 2000 - 2006
Skills
CRM, New Business Development, Management, Project Management, Pharmaceutical Sales, Talent Acquisition, Sales Operations, Strategic Planning, Negotiation, Finance, Business Development, Selling, Cardiology, Sales, Sales Management, Budgets, Recruiting, Leadership, Process Improvement, Team Leadership, Lead Generation, Employee Benefits, Account Management, Team Building, Cold Calling, Customer Service, Logistics, Training, Staffing Services, Operations Management, Change Management, Applicant Tracking...
Education
The Citadel
B.S., Business Administration
Hire Dynamics September 2015 - Present
MAU Workforce Solutions September 2010 - September 2015
Northwestern Mutual Financial Network October 2008 - September 2010
DHL Express October 2006 - October 2008
AstraZeneca October 2000 - 2006
Skills
CRM, New Business Development, Management, Project Management, Pharmaceutical Sales, Talent Acquisition, Sales Operations, Strategic Planning, Negotiation, Finance, Business Development, Selling, Cardiology, Sales, Sales Management, Budgets, Recruiting, Leadership, Process Improvement, Team Leadership, Lead Generation, Employee Benefits, Account Management, Team Building, Cold Calling, Customer Service, Logistics, Training, Staffing Services, Operations Management, Change Management, Applicant Tracking...
Education
The Citadel
B.S., Business Administration
Heidi Dougherty Heidi Dougherty's Northwestern Mutual Financial Network Experience August 2003 - January 2004
Job Director of Client Services at InfoCision Management Corporation
Industry Marketing and Advertising
Experience
InfoCision Management Corporation May 2005 - Present
Northwestern Mutual Financial Network August 2003 - January 2004
Skills
Account Management, Fundraising, Customer Relations, Email Marketing, Marketing Strategy, Social Media, Negotiation, Direct Sales, Strategic Planning, Lead Generation, Direct Marketing, Customer Service, Excel, PowerPoint, Word, Proposal Writing, Forecasting, Outlook, Microsoft Office, Customer Satisfaction, Call Center, Online Marketing, Budgeting, Team Leadership, Marketing Communications, Problem Solving, Inventory Management, Mentoring, Contract Negotiation, Teamwork, Team Building, Client Services, Call Centers, Management, Program Management, Training, Budgets, Microsoft Excel, Microsoft Word
Education
The University of Akron
Masters, Business Administration; Heath Care Management
The University of Akron
Bachelors, Business Administration; Sales Management
InfoCision Management Corporation May 2005 - Present
Northwestern Mutual Financial Network August 2003 - January 2004
Skills
Account Management, Fundraising, Customer Relations, Email Marketing, Marketing Strategy, Social Media, Negotiation, Direct Sales, Strategic Planning, Lead Generation, Direct Marketing, Customer Service, Excel, PowerPoint, Word, Proposal Writing, Forecasting, Outlook, Microsoft Office, Customer Satisfaction, Call Center, Online Marketing, Budgeting, Team Leadership, Marketing Communications, Problem Solving, Inventory Management, Mentoring, Contract Negotiation, Teamwork, Team Building, Client Services, Call Centers, Management, Program Management, Training, Budgets, Microsoft Excel, Microsoft Word
Education
The University of Akron
Masters, Business Administration; Heath Care Management
The University of Akron
Bachelors, Business Administration; Sales Management
Al Beall Al Beall's Northwestern Mutual Financial Network Experience January 1977 - Present
Job Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 1977 - Present
Education
The University of Georgia
B.S., Risk Management
Northwestern Mutual Financial Network January 1977 - Present
Education
The University of Georgia
B.S., Risk Management
Edward Lee, CLU®, ChFC®, CASL®, CFP® Edward Lee, CLU®, ChFC®, CASL®, CFP®'s Northwestern Mutual Financial Network Experience November 2007 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network November 2007 - Present
Education
The American College 2011 — 2012
CASL®, Chartered Advisor for Senior Living
The American College 2009 — 2011
CLU®, Chartered Life Underwriter
The American College 2009 — 2011
ChFC®, Chartered Financial Consultant
University of California, Los Angeles 1993 — 1998
BA, Political Science
Northwestern Mutual Financial Network November 2007 - Present
Education
The American College 2011 — 2012
CASL®, Chartered Advisor for Senior Living
The American College 2009 — 2011
CLU®, Chartered Life Underwriter
The American College 2009 — 2011
ChFC®, Chartered Financial Consultant
University of California, Los Angeles 1993 — 1998
BA, Political Science
Vanessa Patterson Vanessa Patterson's Northwestern Mutual Financial Network Experience August 2005 - April 2006
Job Manager, Graduate Resourcing and Development at Direct Energy
Industry Oil & Energy
Experience
Direct Energy July 2010 - Present
Houston ISD August 2009 - September 2010
Houston ISD August 2006 - August 2009
Northwestern Mutual Financial Network August 2005 - April 2006
Jackie's Performing Arts Private School of Austin August 2004 - August 2005
Education
Texas State University 1999 — 2003
Bachelor of Science, Education
Direct Energy July 2010 - Present
Houston ISD August 2009 - September 2010
Houston ISD August 2006 - August 2009
Northwestern Mutual Financial Network August 2005 - April 2006
Jackie's Performing Arts Private School of Austin August 2004 - August 2005
Education
Texas State University 1999 — 2003
Bachelor of Science, Education
Lou Ward, MBA Lou Ward, MBA's Northwestern Mutual Financial Network Experience 2007 - 2007
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
2Checkout 2014 - 2015
The Ohio State University Medical Center-Sports Medicine Center 2009 - 2014
The Dawson Funeral Home 2003 - 2009
Northwestern Mutual Financial Network 2007 - 2007
Skills
Leadership, Project Management, Team Leadership, Customer Service, Strategy, Microsoft Excel, Strategic Planning, Process Improvement, Account Management, Public Speaking, Recruiting, Epic Systems, Marketing, Training, Data Analysis, Leadership Development, Sales, Presentations, SharePoint, Healthcare
Education
The Ohio State University Fisher College of Business 2011 — 2013
Master of Business Administration (M.B.A.), Strategy, Leadership and Organizational Behavior
Walsh University 2006 — 2009
Bachelor of Arts, Marketing; Management
New York Life Insurance Company September 2015 - Present
2Checkout 2014 - 2015
The Ohio State University Medical Center-Sports Medicine Center 2009 - 2014
The Dawson Funeral Home 2003 - 2009
Northwestern Mutual Financial Network 2007 - 2007
Skills
Leadership, Project Management, Team Leadership, Customer Service, Strategy, Microsoft Excel, Strategic Planning, Process Improvement, Account Management, Public Speaking, Recruiting, Epic Systems, Marketing, Training, Data Analysis, Leadership Development, Sales, Presentations, SharePoint, Healthcare
Education
The Ohio State University Fisher College of Business 2011 — 2013
Master of Business Administration (M.B.A.), Strategy, Leadership and Organizational Behavior
Walsh University 2006 — 2009
Bachelor of Arts, Marketing; Management
Peter E. Briskin, Esq. Peter E. Briskin, Esq.'s Northwestern Mutual Financial Network Experience 1999 - 2000
Job Owner, Fishbeyn & Briskin, P.C.
Industry Legal Services
Experience
Fishbeyn & Briskin, P.C. 2007 - Present
Northwestern Mutual Financial Network 1999 - 2000
Education
Touro College Jacob D. Fuchsberg Law Center 2003 — 2006
Doctor of Law (J.D.), law
The College of New Jersey 1998 — 2002
B.S., Finance
Fishbeyn & Briskin, P.C. 2007 - Present
Northwestern Mutual Financial Network 1999 - 2000
Education
Touro College Jacob D. Fuchsberg Law Center 2003 — 2006
Doctor of Law (J.D.), law
The College of New Jersey 1998 — 2002
B.S., Finance
Tim Rohde Tim Rohde's Northwestern Mutual Financial Network Experience 2006 - 2007
Job Relationship Manager, Middle Market Group at Northern Trust
Industry Banking
Experience
Northern Trust Corporation September 2015 - Present
Northern Trust Corporation May 2014 - Present
Belmont Bank & Trust August 2008 - April 2014
National City Bank April 2007 - July 2008
Northwestern Mutual Financial Network 2006 - 2007
Skills
Sales Management, Marketing, Financial Analysis, Loans, Credit, Management, Sales Growth, Deposits, Investments, Sales, Commercial Banking, Coaching, Finance, Underwriting, Commercial Lending, Portfolio Management, Credit Analysis, Training, Time Management, Retail Banking, Banking, Relationship Management, Small Business, Customer Service, Forecasting
Education
The University of Chicago - Booth School of Business 2013 — 2016
Business Administration and Management, General
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science, Business Administration - Marketing
Northern Trust Corporation September 2015 - Present
Northern Trust Corporation May 2014 - Present
Belmont Bank & Trust August 2008 - April 2014
National City Bank April 2007 - July 2008
Northwestern Mutual Financial Network 2006 - 2007
Skills
Sales Management, Marketing, Financial Analysis, Loans, Credit, Management, Sales Growth, Deposits, Investments, Sales, Commercial Banking, Coaching, Finance, Underwriting, Commercial Lending, Portfolio Management, Credit Analysis, Training, Time Management, Retail Banking, Banking, Relationship Management, Small Business, Customer Service, Forecasting
Education
The University of Chicago - Booth School of Business 2013 — 2016
Business Administration and Management, General
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science, Business Administration - Marketing
Elizabeth (Liz) St.Lawrence's Northwestern Mutual Financial Network Experience May 2008 - August 2008
Job Market Development Manager
Industry Human Resources
Experience
CareerArc June 2014 - Present
CareerArc May 2013 - June 2014
TEKsystems May 2011 - December 2012
Sony Corporation of America September 2010 - February 2011
FOX Sports June 2009 - August 2009
Northwestern Mutual Financial Network May 2008 - August 2008
The Metropolitan Museum of Art May 2007 - August 2007
Skills
Recruiting, Microsoft Office, Technical Recruiting, Social Media, Social Networking, Marketing, Customer Service, Networking, Outlook, PowerPoint, Social Media Marketing, Facebook, Entrepreneurship, Sales, CRM, Interviews, Vendor Management, Start-ups, Business Development, Market Research, Training, New Business Development, Cloud Computing, E-commerce, Public Relations, Telecommunications, Staff Augmentation, Temporary Placement, Cold Calling, Time Management, Internet Recruiting, Staffing Services, Contract Recruitment, Applicant Tracking..., Leadership, Talent Acquisition
Education
University of Maryland College Park 2006 — 2010
BA, Communication
The George Washington University 2006 — 2007
CareerArc June 2014 - Present
CareerArc May 2013 - June 2014
TEKsystems May 2011 - December 2012
Sony Corporation of America September 2010 - February 2011
FOX Sports June 2009 - August 2009
Northwestern Mutual Financial Network May 2008 - August 2008
The Metropolitan Museum of Art May 2007 - August 2007
Skills
Recruiting, Microsoft Office, Technical Recruiting, Social Media, Social Networking, Marketing, Customer Service, Networking, Outlook, PowerPoint, Social Media Marketing, Facebook, Entrepreneurship, Sales, CRM, Interviews, Vendor Management, Start-ups, Business Development, Market Research, Training, New Business Development, Cloud Computing, E-commerce, Public Relations, Telecommunications, Staff Augmentation, Temporary Placement, Cold Calling, Time Management, Internet Recruiting, Staffing Services, Contract Recruitment, Applicant Tracking..., Leadership, Talent Acquisition
Education
University of Maryland College Park 2006 — 2010
BA, Communication
The George Washington University 2006 — 2007
Garrett Neumann Garrett Neumann's Northwestern Mutual Financial Network Experience June 2011 - August 2011
Job Parts Manager at Rush Enterprises, Inc
Industry Transportation/Trucking/Railroad
Experience
Rush Enterprises, Inc July 2014 - Present
Rush Enterprises, Inc January 2012 - June 2014
Texas Engineering Extension Service May 2008 - December 2011
Northwestern Mutual Financial Network June 2011 - August 2011
Education
Texas A&M University 2007 — 2011
BBA, Management
Rush Enterprises, Inc July 2014 - Present
Rush Enterprises, Inc January 2012 - June 2014
Texas Engineering Extension Service May 2008 - December 2011
Northwestern Mutual Financial Network June 2011 - August 2011
Education
Texas A&M University 2007 — 2011
BBA, Management
Madison Levine Madison Levine's Northwestern Mutual Financial Network Experience March 2008 - January 2009
Job Hearing Care Specialist
Industry Medical Devices
Experience
Levine Hearing June 2015 - Present
Best Value Hearing Care Centers November 2013 - May 2015
Integrateideas November 2012 - November 2013
Natty Greene's Brewing Co. August 2011 - November 2012
Rominger West Winery January 2011 - August 2011
Smith Brown and Groover Investment Securities, Broker April 2005 - August 2009
Northwestern Mutual Financial Network March 2008 - January 2009
Skills
Hearing Aid Technology, Sales, Marketing, Social Media, Social Media Marketing, Event Planning, Digital Marketing, Social Networking, Blogging, Management
Education
International Hearing Society Distance Learning Program 2013 — 2015
Hearing Health Sciences
The University of Georgia 2006 — 2010
BSA, Food Science
Cicerone 2012 — 2012
Cicerone Certified Beer Server
Court of Master Sommeliers 2011 — 2011
Level One
First Presbyterian Day School
Levine Hearing June 2015 - Present
Best Value Hearing Care Centers November 2013 - May 2015
Integrateideas November 2012 - November 2013
Natty Greene's Brewing Co. August 2011 - November 2012
Rominger West Winery January 2011 - August 2011
Smith Brown and Groover Investment Securities, Broker April 2005 - August 2009
Northwestern Mutual Financial Network March 2008 - January 2009
Skills
Hearing Aid Technology, Sales, Marketing, Social Media, Social Media Marketing, Event Planning, Digital Marketing, Social Networking, Blogging, Management
Education
International Hearing Society Distance Learning Program 2013 — 2015
Hearing Health Sciences
The University of Georgia 2006 — 2010
BSA, Food Science
Cicerone 2012 — 2012
Cicerone Certified Beer Server
Court of Master Sommeliers 2011 — 2011
Level One
First Presbyterian Day School
Josh Hasting Josh Hasting's Northwestern Mutual Financial Network Experience February 2010 - September 2011
Job ERP, CRM and BI Support Services at TEKsystems
Industry Staffing and Recruiting
Experience
TEKsystems June 2015 - Present
TEKsystems May 2014 - Present
TEKsystems December 2011 - Present
Northwestern Mutual Financial Network February 2010 - September 2011
Skills
Networking, Recruiting, Business Intelligence, Technical Recruiting, PeopleSoft, Staffing Services, Databases, System Administration, Management, Applicant Tracking..., Interviews, Vendor Management, Business Analysis, Information Technology, Process Improvement, Software Documentation, SharePoint, Visio, Data Warehousing, Program Management, Quality Assurance, Staff Augmentation, Temporary Placement, Contract Recruitment, Requirements Gathering, CRM, Internet Recruiting, Screening, Team Leadership, Leadership, Building Relationships, College Recruiting, Permanent Placement, Requirements Analysis, Cold Calling, Sourcing, IT Service Management, Temporary Staffing, Talent Acquisition, Technical Support, Access, Time Management, Consulting, Onboarding, Screening Resumes, Business Networking, Benefits Negotiation, Human Resources, Training, Resource Management
Education
The Ohio State University Fisher College of Business 2007 — 2011
Bachelor of Science, Marketing
Northwestern High School 2004 — 2007
TEKsystems June 2015 - Present
TEKsystems May 2014 - Present
TEKsystems December 2011 - Present
Northwestern Mutual Financial Network February 2010 - September 2011
Skills
Networking, Recruiting, Business Intelligence, Technical Recruiting, PeopleSoft, Staffing Services, Databases, System Administration, Management, Applicant Tracking..., Interviews, Vendor Management, Business Analysis, Information Technology, Process Improvement, Software Documentation, SharePoint, Visio, Data Warehousing, Program Management, Quality Assurance, Staff Augmentation, Temporary Placement, Contract Recruitment, Requirements Gathering, CRM, Internet Recruiting, Screening, Team Leadership, Leadership, Building Relationships, College Recruiting, Permanent Placement, Requirements Analysis, Cold Calling, Sourcing, IT Service Management, Temporary Staffing, Talent Acquisition, Technical Support, Access, Time Management, Consulting, Onboarding, Screening Resumes, Business Networking, Benefits Negotiation, Human Resources, Training, Resource Management
Education
The Ohio State University Fisher College of Business 2007 — 2011
Bachelor of Science, Marketing
Northwestern High School 2004 — 2007
John Morgan, ACS, ALMI John Morgan, ACS, ALMI's Northwestern Mutual Financial Network Experience May 2009 - October 2009
Job Sr. Client Services Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2010 - Present
Northwestern Mutual Financial Network May 2009 - October 2009
Citi Smith Barney June 2008 - September 2008
Skills
Life Insurance, New Business Development, Portfolio Management, Financial Services, Financial Advisory, Finance, Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Strategic Financial..., Disability Insurance, Series 63, 401k, Customer Service, Microsoft Office
Education
The Ohio State University 2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance, 3.558
New York Life Insurance Company August 2010 - Present
Northwestern Mutual Financial Network May 2009 - October 2009
Citi Smith Barney June 2008 - September 2008
Skills
Life Insurance, New Business Development, Portfolio Management, Financial Services, Financial Advisory, Finance, Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Strategic Financial..., Disability Insurance, Series 63, 401k, Customer Service, Microsoft Office
Education
The Ohio State University 2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance, 3.558
Selman Kolenovic Selman Kolenovic's Northwestern Mutual Financial Network Experience May 2013 - August 2013
Job System Analyst Digital Engagement, Digital Works Technology
Industry Information Technology and Services
Experience
Cognizant July 2015 - Present
Cognizant Technology Solutions August 2014 - Present
Elite Property LLC January 2013 - May 2014
University of Connecticut January 2013 - May 2014
University of Connecticut January 2013 - May 2014
Northwestern Mutual Financial Network May 2013 - August 2013
Rite Aid March 2010 - May 2013
Linda McMahon for Senate Campaign September 2012 - November 2012
Skills
Data Analysis, Business Analysis, User Interface Design, Data Mapping, Leadership, Marketing, User Experience, HTML, XML, Strategic Consulting, Web Analytics, Visual Basic, Quality Assurance, Communication, Teamwork, Time Management, Financial Analysis, Marketing Strategy, Financial Risk..., Real Estate, Social Media Marketing, Social Media, Team Leadership
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (B.S.), Business and Technology
The University of Connecticut
Bachelor of Science, Business and Technology
Wolcott High School
Cognizant July 2015 - Present
Cognizant Technology Solutions August 2014 - Present
Elite Property LLC January 2013 - May 2014
University of Connecticut January 2013 - May 2014
University of Connecticut January 2013 - May 2014
Northwestern Mutual Financial Network May 2013 - August 2013
Rite Aid March 2010 - May 2013
Linda McMahon for Senate Campaign September 2012 - November 2012
Skills
Data Analysis, Business Analysis, User Interface Design, Data Mapping, Leadership, Marketing, User Experience, HTML, XML, Strategic Consulting, Web Analytics, Visual Basic, Quality Assurance, Communication, Teamwork, Time Management, Financial Analysis, Marketing Strategy, Financial Risk..., Real Estate, Social Media Marketing, Social Media, Team Leadership
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (B.S.), Business and Technology
The University of Connecticut
Bachelor of Science, Business and Technology
Wolcott High School
Gina Ricciotti's Northwestern Mutual Financial Network Experience May 2006 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2006 - Present
Skills
Accounting, Cold Calling, Customer Service, Disability Insurance, Finance, Insurance, Investments, Life Insurance, Management, Marketing, Mutual Funds, Sales, Software Documentation, Underwriting, Customer Retention, Retirement Planning, Long Term Care Insurance, Fixed Annuities, Retirement, Long-term Care, IRAs, 401k, Term Life Insurance, Health Insurance, Portfolio Management, Whole Life, Public Speaking, Investment Strategies, Financial Advisory, Asset Allocation, Personal Finance, Employee Benefits, Social Networking, Social Media, Social Media Marketing, Microsoft Office, Team Building, Leadership, Event Planning, Strategic Planning, Microsoft Excel, Sales Management
Education
The American College 2015 — 2016
Chartered Life Underwriter (CLU), Insurance
Harper College 2014 — 2016
Associate's degree, Art/Art Studies, General
JMC Institute 2014 — 2014
Northwestern Mutual Financial Network May 2006 - Present
Skills
Accounting, Cold Calling, Customer Service, Disability Insurance, Finance, Insurance, Investments, Life Insurance, Management, Marketing, Mutual Funds, Sales, Software Documentation, Underwriting, Customer Retention, Retirement Planning, Long Term Care Insurance, Fixed Annuities, Retirement, Long-term Care, IRAs, 401k, Term Life Insurance, Health Insurance, Portfolio Management, Whole Life, Public Speaking, Investment Strategies, Financial Advisory, Asset Allocation, Personal Finance, Employee Benefits, Social Networking, Social Media, Social Media Marketing, Microsoft Office, Team Building, Leadership, Event Planning, Strategic Planning, Microsoft Excel, Sales Management
Education
The American College 2015 — 2016
Chartered Life Underwriter (CLU), Insurance
Harper College 2014 — 2016
Associate's degree, Art/Art Studies, General
JMC Institute 2014 — 2014
Joanna Tucker Joanna Tucker's Northwestern Mutual Financial Network Experience May 2006 - December 2009
Job District Sales Manager at Paychex
Industry Human Resources
Experience
Paychex March 2015 - Present
Paychex November 2013 - February 2015
Paychex December 2009 - October 2013
Northwestern Mutual Financial Network May 2006 - December 2009
Skills
B2B, New Business Development, Account Management, Sales, Microsoft Office, Lead Generation, Social Networking, Direct Marketing, Event Planning, Customer Satisfaction, Selling, Recruiting, Public Speaking, Contract Negotiation, Negotiation, Social Media Marketing, Cold Calling, Salesforce.com, Product Marketing, Business Networking, Marketing Strategy, Solution Selling, Sales Presentations, Team Building, Direct Sales, Small Business, Sales Management, Social Media, Coaching, Email Marketing, Online Advertising, Marketing Communications, Strategic Planning, Budgets, Customer Retention, Business Development, Advertising, Marketing, Business Planning, Team Leadership, Management, Customer Service, Sales Operations, Business Strategy, CRM, Sales Process, Public Relations, Employee Benefits, Qualifying Prospects, Human Resources
Education
The University of Akron 2004 — 2009
Bachelor, English and Business
Paychex March 2015 - Present
Paychex November 2013 - February 2015
Paychex December 2009 - October 2013
Northwestern Mutual Financial Network May 2006 - December 2009
Skills
B2B, New Business Development, Account Management, Sales, Microsoft Office, Lead Generation, Social Networking, Direct Marketing, Event Planning, Customer Satisfaction, Selling, Recruiting, Public Speaking, Contract Negotiation, Negotiation, Social Media Marketing, Cold Calling, Salesforce.com, Product Marketing, Business Networking, Marketing Strategy, Solution Selling, Sales Presentations, Team Building, Direct Sales, Small Business, Sales Management, Social Media, Coaching, Email Marketing, Online Advertising, Marketing Communications, Strategic Planning, Budgets, Customer Retention, Business Development, Advertising, Marketing, Business Planning, Team Leadership, Management, Customer Service, Sales Operations, Business Strategy, CRM, Sales Process, Public Relations, Employee Benefits, Qualifying Prospects, Human Resources
Education
The University of Akron 2004 — 2009
Bachelor, English and Business
Gary Veltidi, CLU, ChFC's Northwestern Mutual Financial Network Experience February 2003 - Present
Job Financial Advisor, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network February 2003 - Present
Blockbuster Inc 1991 - 2003
Toys R Us 1984 - 1991
Skills
Teamwork, Estate Planning, Management, Term Life Insurance, Succession Planning, Series 63, Strategic Financial..., Health Insurance, Budgets, Leadership, Financial Analysis, Employee Benefits, Financial Planning, Customer Service, Wealth Management, Fixed Annuities, Financial Risk, Retirement, Insurance, Marketing Strategy, Business Development
Education
The American College 2007 — 2008
ChFC, Financial Advisory
The American College 2004 — 2007
CLU, Insurance, Financial Planning
State University of New York at Albany 1980 — 1984
Bachelor of Science (BS), Economics
Clarkstown North High School
Clarkstown North High School
Northwestern Mutual Financial Network February 2003 - Present
Blockbuster Inc 1991 - 2003
Toys R Us 1984 - 1991
Skills
Teamwork, Estate Planning, Management, Term Life Insurance, Succession Planning, Series 63, Strategic Financial..., Health Insurance, Budgets, Leadership, Financial Analysis, Employee Benefits, Financial Planning, Customer Service, Wealth Management, Fixed Annuities, Financial Risk, Retirement, Insurance, Marketing Strategy, Business Development
Education
The American College 2007 — 2008
ChFC, Financial Advisory
The American College 2004 — 2007
CLU, Insurance, Financial Planning
State University of New York at Albany 1980 — 1984
Bachelor of Science (BS), Economics
Clarkstown North High School
Clarkstown North High School
Gary Clint Jones, Jr. Gary Clint Jones, Jr.'s Northwestern Mutual Financial Network Experience May 2006 - August 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC December 2013 - Present
Wells Fargo Bank N.A March 2012 - December 2013
Wells Fargo Bank N.A February 2010 - March 2012
Wachovia Bank N.A July 2009 - February 2010
Elliott Davis, LLC September 2007 - March 2009
Northwestern Mutual Financial Network May 2006 - August 2006
Skills
Financial Analysis, Accounting, Financial Planners, Financial Reporting, Insurance, High Net Worth..., Auditing, Microsoft Excel, Account Reconciliation, Financial Accounting, Risk Management, Asset Allocation, Securities, Invstments, Stock Analysis, Investment Strategies, Retirement Planning, Financial Planning
Education
The Citadel 2003 — 2007
Bachelor of Science, Business Administration; Accounting
Ridge View High School 1998 — 2002
Wells Fargo Advisors LLC December 2013 - Present
Wells Fargo Bank N.A March 2012 - December 2013
Wells Fargo Bank N.A February 2010 - March 2012
Wachovia Bank N.A July 2009 - February 2010
Elliott Davis, LLC September 2007 - March 2009
Northwestern Mutual Financial Network May 2006 - August 2006
Skills
Financial Analysis, Accounting, Financial Planners, Financial Reporting, Insurance, High Net Worth..., Auditing, Microsoft Excel, Account Reconciliation, Financial Accounting, Risk Management, Asset Allocation, Securities, Invstments, Stock Analysis, Investment Strategies, Retirement Planning, Financial Planning
Education
The Citadel 2003 — 2007
Bachelor of Science, Business Administration; Accounting
Ridge View High School 1998 — 2002
Randy Stewart, CPA, CFE Randy Stewart, CPA, CFE's Northwestern Mutual Financial Network Experience December 2004 - May 2006
Job Regional Controller at MISTRAS Group, Inc.
Industry Oil & Energy
Experience
MISTRAS Group, Inc. September 2014 - Present
American Woodmark Corporation May 2013 - September 2014
American Woodmark December 2011 - May 2013
American Woodmark October 2010 - December 2011
American Woodmark January 2009 - July 2010
American Woodmark June 2007 - July 2009
Fisher College of Business September 2006 - May 2007
Glimcher Reality Trust October 2005 - May 2007
Defense Finance and Accounting Service June 2006 - September 2006
Northwestern Mutual Financial Network December 2004 - May 2006
Skills
Auditing, Sarbanes-Oxley, Internal Controls, Financial Reporting, Financial Analysis, Internal Audit, Financial Accounting, Accounting, Managerial Finance
Education
University of Maryland University College 2008 — 2012
Master of Science, Accounting and Financial Management
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
BS, Finance, General
MISTRAS Group, Inc. September 2014 - Present
American Woodmark Corporation May 2013 - September 2014
American Woodmark December 2011 - May 2013
American Woodmark October 2010 - December 2011
American Woodmark January 2009 - July 2010
American Woodmark June 2007 - July 2009
Fisher College of Business September 2006 - May 2007
Glimcher Reality Trust October 2005 - May 2007
Defense Finance and Accounting Service June 2006 - September 2006
Northwestern Mutual Financial Network December 2004 - May 2006
Skills
Auditing, Sarbanes-Oxley, Internal Controls, Financial Reporting, Financial Analysis, Internal Audit, Financial Accounting, Accounting, Managerial Finance
Education
University of Maryland University College 2008 — 2012
Master of Science, Accounting and Financial Management
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
BS, Finance, General
Lisa Boucher Lisa Boucher's Northwestern Mutual Financial Network Experience September 2004 - Present
Job Chief Development Officer at Northwestern Mutual, Northern Ohio
Industry Financial Services
Experience
Northwestern Mutual January 2005 - Present
Northwestern Mutual Financial Network September 2004 - Present
Northwestern Mutual May 2003 - June 2004
Skills
Retirement Planning, Insurance, Investments, Life Insurance, Financial Analysis, Strategic Financial..., Estate Planning, Fixed Annuities, Disability Insurance, Retirement, Strategic Planning, Wealth Management, Finance, Portfolio Management, Small Business
Education
The University of Akron 2000 — 2004
Bachelor of Science, Personal Financial Services
The University of Akron 2000 — 2004
Bachelor of Science, Corporate Finance
Northwestern Mutual January 2005 - Present
Northwestern Mutual Financial Network September 2004 - Present
Northwestern Mutual May 2003 - June 2004
Skills
Retirement Planning, Insurance, Investments, Life Insurance, Financial Analysis, Strategic Financial..., Estate Planning, Fixed Annuities, Disability Insurance, Retirement, Strategic Planning, Wealth Management, Finance, Portfolio Management, Small Business
Education
The University of Akron 2000 — 2004
Bachelor of Science, Personal Financial Services
The University of Akron 2000 — 2004
Bachelor of Science, Corporate Finance
Charlie Burford Charlie Burford's Northwestern Mutual Financial Network Experience May 2011 - August 2011
Job Burford Advisors
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2011 - August 2011
Geno Pierce's Performance June 2009 - August 2009
Skills
Retirement Planning, Life Insurance, Marketing, Finance, Fundraising, Economics, Strategic Planning, Insurance, Team Leadership, Series 63, Series 7, Portfolio Management, Training, Microsoft Excel
Education
Texas A&M University 2009 — 2013
Bachelor of Science (BS), Agricultural Economics
Texas A&M University, College 2009 — 2013
Bachelor of Science (B.S.), Agricultural Economics
Northwestern Mutual Financial Network May 2011 - August 2011
Geno Pierce's Performance June 2009 - August 2009
Skills
Retirement Planning, Life Insurance, Marketing, Finance, Fundraising, Economics, Strategic Planning, Insurance, Team Leadership, Series 63, Series 7, Portfolio Management, Training, Microsoft Excel
Education
Texas A&M University 2009 — 2013
Bachelor of Science (BS), Agricultural Economics
Texas A&M University, College 2009 — 2013
Bachelor of Science (B.S.), Agricultural Economics
Jay C. Lewis, CLU's Northwestern Mutual Financial Network Experience 2004 - 2009
Job Insurance Portfolio Management
Industry Insurance
Experience
Geer Financial Services, LLC January 2013 - Present
IPS Advisors 2009 - December 2012
Northwestern Mutual Financial Network 2004 - 2009
Business & Decision 2001 - 2004
Accenture 1999 - 2002
Texas House of Representatives 1998 - 1999
NASA Johnson Space Center 1996 - 1997
Skills
Risk Management, Estate Planning, Insurance, Life Insurance, Employee Benefits, Business Planning, Disability Insurance, Long-term Care, Fixed Annuities, High Net Worth..., Succession Planning, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
BBA Marketing & Government
Universidad de Salamanca - Spain
Intensive Spanish Culture and Language Study Abroad Program
The American College
CLU, Chartered Life Underwriter
Geer Financial Services, LLC January 2013 - Present
IPS Advisors 2009 - December 2012
Northwestern Mutual Financial Network 2004 - 2009
Business & Decision 2001 - 2004
Accenture 1999 - 2002
Texas House of Representatives 1998 - 1999
NASA Johnson Space Center 1996 - 1997
Skills
Risk Management, Estate Planning, Insurance, Life Insurance, Employee Benefits, Business Planning, Disability Insurance, Long-term Care, Fixed Annuities, High Net Worth..., Succession Planning, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
BBA Marketing & Government
Universidad de Salamanca - Spain
Intensive Spanish Culture and Language Study Abroad Program
The American College
CLU, Chartered Life Underwriter
Lamont Brown, ChFC Lamont Brown, ChFC's Northwestern Mutual Financial Network Experience June 2000 - August 2007
Job Partner First Genesis Financial Group. Fusing Technology and Financial Intimacy to create the perfect Client Experience
Industry Financial Services
Experience
First Genesis Financial Group September 2007 - Present
Educational Healthcare Exchange May 2013 - Present
Northwestern Mutual Financial Network June 2000 - August 2007
Skills
Insurance, Finance, Wealth Management, Financial Advisory, Financial Services, Financial Planning, Retirement Planning, Disability Insurance, Small Business, 401k, Fixed Annuities, Leadership, Investment Strategies, Retirement, Securities, Strategic Planning, Strategic Financial..., Financial Analysis, Equities, Policy, Series 7, Mutual Funds, Business Development, Investments, Portfolio Management, Risk Management, Life Insurance, Employee Benefits, Investment Advisory, Asset Allocation, Asset Management
Education
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
First Genesis Financial Group September 2007 - Present
Educational Healthcare Exchange May 2013 - Present
Northwestern Mutual Financial Network June 2000 - August 2007
Skills
Insurance, Finance, Wealth Management, Financial Advisory, Financial Services, Financial Planning, Retirement Planning, Disability Insurance, Small Business, 401k, Fixed Annuities, Leadership, Investment Strategies, Retirement, Securities, Strategic Planning, Strategic Financial..., Financial Analysis, Equities, Policy, Series 7, Mutual Funds, Business Development, Investments, Portfolio Management, Risk Management, Life Insurance, Employee Benefits, Investment Advisory, Asset Allocation, Asset Management
Education
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Lissette Fruge Lissette Fruge's Northwestern Mutual Financial Network Experience January 2004 - January 2006
Job Experienced Sales and Marketing professional
Industry Consumer Goods
Experience
Kraft Foods Group August 2013 - Present
Western Union February 2006 - August 2013
Northwestern Mutual Financial Network January 2004 - January 2006
Esso Standard Oil, Inc January 2001 - January 2002
Coca-Cola (Panamco) January 1998 - December 2000
Coca-Cola (Panamco) March 1997 - December 1997
Education
Texas A&M University-Commerce 2011 — 2013
MBA, Marketing Concentration
University of the Ozarks 1992 — 1996
Bachelor of Science (BS), Business Management
Kraft Foods Group August 2013 - Present
Western Union February 2006 - August 2013
Northwestern Mutual Financial Network January 2004 - January 2006
Esso Standard Oil, Inc January 2001 - January 2002
Coca-Cola (Panamco) January 1998 - December 2000
Coca-Cola (Panamco) March 1997 - December 1997
Education
Texas A&M University-Commerce 2011 — 2013
MBA, Marketing Concentration
University of the Ozarks 1992 — 1996
Bachelor of Science (BS), Business Management
Lance Buckley Lance Buckley's Northwestern Mutual Financial Network Experience January 2009 - October 2009
Job Creative Coordinator at CreateSpace
Industry Graphic Design
Experience
CreateSpace October 2012 - Present
Turnkey Creative January 2012 - November 2012
RMD Advertising December 2009 - July 2010
Northwestern Mutual Financial Network January 2009 - October 2009
True Anomaly Records LLC July 2007 - February 2009
Banana Republic July 2006 - December 2008
Skills
Social Media Marketing, Social Media Monitoring, Social Media Development, Advertising, Online Advertising, Public Relations, Graphic Design, Copywriting, Copy Editing, Creative Writing, Creative Problem Solving, Creative Strategy, Sales Management, SEO, Blogging, Media Relations, Account Management, Social Media, Strategic Communications
Education
The Ohio State University 2005 — 2008
Bachelor of Arts, Strategic Communication, General Business Minor
CreateSpace October 2012 - Present
Turnkey Creative January 2012 - November 2012
RMD Advertising December 2009 - July 2010
Northwestern Mutual Financial Network January 2009 - October 2009
True Anomaly Records LLC July 2007 - February 2009
Banana Republic July 2006 - December 2008
Skills
Social Media Marketing, Social Media Monitoring, Social Media Development, Advertising, Online Advertising, Public Relations, Graphic Design, Copywriting, Copy Editing, Creative Writing, Creative Problem Solving, Creative Strategy, Sales Management, SEO, Blogging, Media Relations, Account Management, Social Media, Strategic Communications
Education
The Ohio State University 2005 — 2008
Bachelor of Arts, Strategic Communication, General Business Minor
Eric P. Carlson, ChFC, CPCU Eric P. Carlson, ChFC, CPCU's Northwestern Mutual Financial Network Experience May 2001 - September 2014
Job Partner at Signature Wealth Advisors, LLC
Industry Financial Services
Experience
Signature Wealth Advisors, LLC September 2014 - Present
Northwestern Mutual Financial Network May 2001 - September 2014
Skills
Insurance, Investments, Financial Planning, Investment Strategies, Wealth Management, Retirement Planning, Succession Planning
Education
University of Florida 1980 — 1984
BS, Insurance and Risk Management, With Honors
American Institute For Chartered Property Casualty Underwriters
Chartered Property Casualty Underwriter (CPCU), Insurance
The American College
Chartered Financial Consultant (ChFC), Insurance and investments
Signature Wealth Advisors, LLC September 2014 - Present
Northwestern Mutual Financial Network May 2001 - September 2014
Skills
Insurance, Investments, Financial Planning, Investment Strategies, Wealth Management, Retirement Planning, Succession Planning
Education
University of Florida 1980 — 1984
BS, Insurance and Risk Management, With Honors
American Institute For Chartered Property Casualty Underwriters
Chartered Property Casualty Underwriter (CPCU), Insurance
The American College
Chartered Financial Consultant (ChFC), Insurance and investments
John F. Moore, Jr, CLU®, ChFC®, AEP®, CFP®'s Northwestern Mutual Financial Network Experience 1978 - Present
Job Wealth Management Advisor, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network 1978 - Present
Education
Texas Tech University 1971 — 1975
BBA, Accounting
Northwestern Mutual Financial Network 1978 - Present
Education
Texas Tech University 1971 — 1975
BBA, Accounting
Stuart Sanders's Northwestern Mutual Financial Network Experience December 2009 - April 2010
Job Trade Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
TD Ameritrade September 2013 - February 2015
APT Educational Services February 2012 - September 2013
Northwestern Mutual August 2010 - October 2010
Northwestern Mutual Financial Network December 2009 - April 2010
Arkansas Democrat Gazette May 2008 - August 2008
Skills
Finance, Management, Capital Markets, Trading Systems, Equity Trading
Education
University of Arkansas at Little Rock 2009 — 2010
MBA
University of Arkansas 2004 — 2008
Bachelors, Financial Management and Investment
London School of Economics and Political Science 2007 — 2007
World Economy and Financial Markets
TD Ameritrade February 2015 - Present
TD Ameritrade September 2013 - February 2015
APT Educational Services February 2012 - September 2013
Northwestern Mutual August 2010 - October 2010
Northwestern Mutual Financial Network December 2009 - April 2010
Arkansas Democrat Gazette May 2008 - August 2008
Skills
Finance, Management, Capital Markets, Trading Systems, Equity Trading
Education
University of Arkansas at Little Rock 2009 — 2010
MBA
University of Arkansas 2004 — 2008
Bachelors, Financial Management and Investment
London School of Economics and Political Science 2007 — 2007
World Economy and Financial Markets
Chris Madison CLU Chris Madison CLU's Northwestern Mutual Financial Network Experience September 1978 - Present
Job
Industry Financial Services
Experience
Northwestern Mutual Financial Network September 1978 - Present
Skills
Leadership, Public Speaking, Small Business, Businessowners, Fly Fishing, Client-focused
Education
The American College
CLU, Certified Life Underwriter
Washington State University
Northwestern Mutual Financial Network September 1978 - Present
Skills
Leadership, Public Speaking, Small Business, Businessowners, Fly Fishing, Client-focused
Education
The American College
CLU, Certified Life Underwriter
Washington State University
John R. Gork John R. Gork's Northwestern Mutual Financial Network Experience December 1985 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network December 1985 - Present
Education
The American College 2002 — 2006
Chartered Life Underwriter
Wittenberg University BS Art/Business
Northwestern Mutual Financial Network December 1985 - Present
Education
The American College 2002 — 2006
Chartered Life Underwriter
Wittenberg University BS Art/Business
Matthew Greene, CLU, ChFC Matthew Greene, CLU, ChFC's Northwestern Mutual Financial Network Experience October 1990 - Present
Job Wealth Management Advisor, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network October 1990 - Present
Education
The University of Connecticut School of Business 1985 — 1989
BS, Finance, Real Estate
University of Connecticut 1985 — 1989
BS, Finance
Wayne Hills High School 1982 — 1985
Northwestern Mutual Financial Network October 1990 - Present
Education
The University of Connecticut School of Business 1985 — 1989
BS, Finance, Real Estate
University of Connecticut 1985 — 1989
BS, Finance
Wayne Hills High School 1982 — 1985
Peter Murphy Peter Murphy's Northwestern Mutual Financial Network Experience July 2010 - October 2012
Job Vice President, Relationship Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank November 2013 - Present
Northwestern Mutual October 2012 - November 2013
Northwestern Mutual Financial Network July 2010 - October 2012
The Bank of New York Mellon Trust Company April 2009 - April 2010
Deutsche Bank National Trust Company August 2007 - April 2009
The Bank of New York Trust Company September 2004 - August 2007
U.S. Bank National Association September 1997 - September 2004
Skills
Financial Analysis, Finance, CRM, Insurance, Investments, Life Insurance, Sales, Budgets
Education
The American College 2011 — 2012
CFP, Financial Planning and Services
University of Massachusetts at Lowell 1989 — 1994
B.S., Business Administration; Finance
Central Catholic High School 1985 — 1989
U.S. Bank November 2013 - Present
Northwestern Mutual October 2012 - November 2013
Northwestern Mutual Financial Network July 2010 - October 2012
The Bank of New York Mellon Trust Company April 2009 - April 2010
Deutsche Bank National Trust Company August 2007 - April 2009
The Bank of New York Trust Company September 2004 - August 2007
U.S. Bank National Association September 1997 - September 2004
Skills
Financial Analysis, Finance, CRM, Insurance, Investments, Life Insurance, Sales, Budgets
Education
The American College 2011 — 2012
CFP, Financial Planning and Services
University of Massachusetts at Lowell 1989 — 1994
B.S., Business Administration; Finance
Central Catholic High School 1985 — 1989
Jason Bang, CFP®'s Northwestern Mutual Financial Network Experience March 2009 - May 2014
Job Financial Advisor at Weilert.Wunderlick.Armstrong
Industry Financial Services
Experience
Northwestern Mutual May 2014 - Present
Northwestern Mutual Financial Network March 2009 - May 2014
Education
Texas A&M University 2004 — 2009
Bachelors, Leadership and Development w/ Minors in Business and Math
Northwestern Mutual May 2014 - Present
Northwestern Mutual Financial Network March 2009 - May 2014
Education
Texas A&M University 2004 — 2009
Bachelors, Leadership and Development w/ Minors in Business and Math
David Bocchino David Bocchino's Northwestern Mutual Financial Network Experience January 2002 - October 2005
Job President of Kingdom Wealth, LLC/Top 1% most viewed LinkedIn profiles
Industry Financial Services
Experience
Kingdom Wealth, LLC November 2012 - Present
Wilmington University July 2013 - Present
Combined Insurance United States July 2014 - December 2014
University of Delaware January 2013 - July 2014
Wesley College DE November 2012 - July 2014
Kingdom Builders Financial Group July 2012 - July 2014
Black Diamond Financial Solutions, Inc. November 2011 - November 2012
Principle Counsel, PL July 2010 - November 2012
MetLife October 2005 - July 2010
Northwestern Mutual Financial Network January 2002 - October 2005
Skills
Non-profits, Asset Allocation, Insurance, Wealth Management, Financial Planning, Employee Benefits, Small Business, Strategic Financial..., Entrepreneurship, Investments, Estate Planning, Strategic Planning, Retirement, Asset Managment, Investment Advisory, Leadership, Asset Management, Mergers & Acquisitions, Sales Management, Nonprofits, Financial Advisory, Marketing, Management, Sales, Financial Services, Start-ups, Business Planning, Management Consulting, New Business Development, Risk Management, Direct Sales, Investment Strategies, Loans, Alternative Investments, Business Development, Negotiation, Mortgage Lending, Real Estate, Finance, Training, Portfolio Management, Executive Management, Strategy, Financial Analysis, Due Diligence, Private Equity, Funding, Financial Accounting, Business Intelligence, Business Insights
Education
University of Pennsylvania - The Wharton School
MBA, Economics/Finance
The American College 2013 — 2014
The Retirement Income Certified Professional (RICP®) Designation, Financial Planning and Services
The American College 2010 — 2013
Certified Financial Planner (CFP®) certificate, Financial Planning
Villanova University
BS in Econ (Honors), Economics/Finance
Kingdom Wealth, LLC November 2012 - Present
Wilmington University July 2013 - Present
Combined Insurance United States July 2014 - December 2014
University of Delaware January 2013 - July 2014
Wesley College DE November 2012 - July 2014
Kingdom Builders Financial Group July 2012 - July 2014
Black Diamond Financial Solutions, Inc. November 2011 - November 2012
Principle Counsel, PL July 2010 - November 2012
MetLife October 2005 - July 2010
Northwestern Mutual Financial Network January 2002 - October 2005
Skills
Non-profits, Asset Allocation, Insurance, Wealth Management, Financial Planning, Employee Benefits, Small Business, Strategic Financial..., Entrepreneurship, Investments, Estate Planning, Strategic Planning, Retirement, Asset Managment, Investment Advisory, Leadership, Asset Management, Mergers & Acquisitions, Sales Management, Nonprofits, Financial Advisory, Marketing, Management, Sales, Financial Services, Start-ups, Business Planning, Management Consulting, New Business Development, Risk Management, Direct Sales, Investment Strategies, Loans, Alternative Investments, Business Development, Negotiation, Mortgage Lending, Real Estate, Finance, Training, Portfolio Management, Executive Management, Strategy, Financial Analysis, Due Diligence, Private Equity, Funding, Financial Accounting, Business Intelligence, Business Insights
Education
University of Pennsylvania - The Wharton School
MBA, Economics/Finance
The American College 2013 — 2014
The Retirement Income Certified Professional (RICP®) Designation, Financial Planning and Services
The American College 2010 — 2013
Certified Financial Planner (CFP®) certificate, Financial Planning
Villanova University
BS in Econ (Honors), Economics/Finance
Matthew Birdsall Matthew Birdsall's Northwestern Mutual Financial Network Experience September 2005 - January 2007
Job Regional Sales at Casa Imports
Industry Food & Beverages
Experience
Atlantic International Products, Casa Imports Inc March 2010 - Present
The Business Review July 2008 - October 2009
Fox Memorial Hospital March 2007 - January 2008
Northwestern Mutual Financial Network September 2005 - January 2007
Skills
Marketing
Education
The College of Saint Rose 2001 — 2005
Bachelor of Science, Marketing
Atlantic International Products, Casa Imports Inc March 2010 - Present
The Business Review July 2008 - October 2009
Fox Memorial Hospital March 2007 - January 2008
Northwestern Mutual Financial Network September 2005 - January 2007
Skills
Marketing
Education
The College of Saint Rose 2001 — 2005
Bachelor of Science, Marketing
Holly Smith Holly Smith's Northwestern Mutual Financial Network Experience 2008 - 2009
Job President
Industry Wholesale
Experience
berybaby August 2009 - Present
Northwestern Mutual Financial Network 2008 - 2009
Education
Texas Tech University 1997 — 2001
Bachelor of Arts in Public Relations, Minor in Marketing
berybaby August 2009 - Present
Northwestern Mutual Financial Network 2008 - 2009
Education
Texas Tech University 1997 — 2001
Bachelor of Arts in Public Relations, Minor in Marketing
John Brush, CLU John Brush, CLU's Northwestern Mutual Financial Network Experience July 1976 - Present
Job Financial Representative
Industry Insurance
Experience
Northwestern Mutual Financial Network July 1976 - Present
Northwestern Mutual 1976 - Present
Education
The Ohio State University 1974 — 1979
B.A.
Northwestern Mutual Financial Network July 1976 - Present
Northwestern Mutual 1976 - Present
Education
The Ohio State University 1974 — 1979
B.A.
Paul Hensley Paul Hensley's Northwestern Mutual Financial Network Experience May 2009 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2009 - Present
Johnson & Johnson September 1997 - May 2009
Johnson & Johnson September 1997 - May 2009
Education
The Ohio State University 1988 — 1993
BS, Education
The Ohio State University
Northwestern Mutual Financial Network May 2009 - Present
Johnson & Johnson September 1997 - May 2009
Johnson & Johnson September 1997 - May 2009
Education
The Ohio State University 1988 — 1993
BS, Education
The Ohio State University
Daniel Hillmer Daniel Hillmer's Northwestern Mutual Financial Network Experience August 1989 - Present
Job Financial Representative at Northwestern mutual financial network
Industry Financial Services
Experience
Northwestern mutual financial network August 1989 - Present
Education
Texas Christian University 1984 — 1988
BBA, Finance
Northwestern mutual financial network August 1989 - Present
Education
Texas Christian University 1984 — 1988
BBA, Finance
Troy Nunn, CFP®, CLU® Troy Nunn, CFP®, CLU®'s Northwestern Mutual Financial Network Experience July 2001 - Present
Job Managing Director & Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network July 2001 - Present
Education
The American College 2004 — 2012
Western Kentucky University 1992 — 1996
BA, Finance & Minor in Broadcasting
Northwestern Mutual Financial Network July 2001 - Present
Education
The American College 2004 — 2012
Western Kentucky University 1992 — 1996
BA, Finance & Minor in Broadcasting
Micah Driver Micah Driver's Northwestern Mutual Financial Network Experience May 2010 - August 2010
Job Rawls College of Business Texas Tech University
Industry Marketing and Advertising
Experience
Northwestern Mutual Financial Network May 2010 - August 2010
Southwestern Company May 2009 - August 2009
Coppell Copperheads May 2008 - August 2008
Education
Texas Tech University 2009 — 2012
B.B.A., Marketing
Texas Tech University 2009 — 2012
Bachelor of Business Administration, Marketing
Northwestern Mutual Financial Network May 2010 - August 2010
Southwestern Company May 2009 - August 2009
Coppell Copperheads May 2008 - August 2008
Education
Texas Tech University 2009 — 2012
B.B.A., Marketing
Texas Tech University 2009 — 2012
Bachelor of Business Administration, Marketing
Sean Jones, ChFC®, CFS's Northwestern Mutual Financial Network Experience December 2008 - Present
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network December 2008 - Present
Double Branch Lumber Co. February 2007 - November 2008
Southern Custom Doors January 2006 - February 2007
Skills
Fixed Annuities, Disability Insurance, Long-term Care, Retirement, Estate Planning, Insurance, Investments, Financial Services, Strategic Financial..., Portfolio Management, Term Life Insurance, Financial Planning, Customer Service, Sales, Management
Education
Institute of Business & Finance 2012 — 2013
Certified Fund Specialist, Investments and Securities
The American College 2009 — 2012
ChFC- Chartered Financial Consultant, Financial Planning
Northwestern Mutual Financial Network December 2008 - Present
Double Branch Lumber Co. February 2007 - November 2008
Southern Custom Doors January 2006 - February 2007
Skills
Fixed Annuities, Disability Insurance, Long-term Care, Retirement, Estate Planning, Insurance, Investments, Financial Services, Strategic Financial..., Portfolio Management, Term Life Insurance, Financial Planning, Customer Service, Sales, Management
Education
Institute of Business & Finance 2012 — 2013
Certified Fund Specialist, Investments and Securities
The American College 2009 — 2012
ChFC- Chartered Financial Consultant, Financial Planning
John H. Joyce, CLU, CFP John H. Joyce, CLU, CFP's Northwestern Mutual Financial Network Experience July 1993 - Present
Job Joyce Financial and Insurance Services
Industry Financial Services
Experience
Northwestern Mutual Financial Network July 1993 - Present
Skills
Series 7, Series 63, Wealth Management, Investments, Strategic Financial...
Education
The American College
CLU, CFP
Westfield State College
Bachelor's degree, Business, Management
Northwestern Mutual Financial Network July 1993 - Present
Skills
Series 7, Series 63, Wealth Management, Investments, Strategic Financial...
Education
The American College
CLU, CFP
Westfield State College
Bachelor's degree, Business, Management
Shane Delaney Shane Delaney's Northwestern Mutual Financial Network Experience May 2001 - Present
Job Field Director/Financial Representative at Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual Financial Network May 2001 - Present
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Life Insurance, Customer Service, Investments, Estate Planning, Mutual Funds, Strategic Planning, Sales, Retirement, Team Building, Employee Benefits, Health Insurance, Loans, Finance, Training, 401k, Small Business
Education
The American College 2008 — 2019
Finance, General
The American College
Finance
Northwestern Mutual Financial Network May 2001 - Present
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Life Insurance, Customer Service, Investments, Estate Planning, Mutual Funds, Strategic Planning, Sales, Retirement, Team Building, Employee Benefits, Health Insurance, Loans, Finance, Training, 401k, Small Business
Education
The American College 2008 — 2019
Finance, General
The American College
Finance
Gregg Kearns Gregg Kearns's Northwestern Mutual Financial Network Experience June 1973 - Present
Job Long Term Care Specialist at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 1973 - Present
Education
The Ohio State University 1965 — 1973
Bachelor Of Arts, Social Studies
Northwestern Mutual Financial Network June 1973 - Present
Education
The Ohio State University 1965 — 1973
Bachelor Of Arts, Social Studies
Sterling White CLU, ChFC's Northwestern Mutual Financial Network Experience January 2013 - Present
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 2013 - Present
Northwestern Mutual Financial Network May 2007 - December 2012
Northwestern Mutual May 2006 - August 2006
Education
Texas A&M University 2004 — 2006
BBA, Finance
Northwestern Mutual Financial Network January 2013 - Present
Northwestern Mutual Financial Network May 2007 - December 2012
Northwestern Mutual May 2006 - August 2006
Education
Texas A&M University 2004 — 2006
BBA, Finance
Jeannie M. Fowle, CLU Jeannie M. Fowle, CLU's Northwestern Mutual Financial Network Experience October 2000 - May 2006
Job Proprietor at CSI: Delaware (Consulting Services Incorporated)
Industry Insurance
Experience
CSI: Delaware (Consulting Services Incorporated) January 2008 - Present
Northwestern Mutual Financial Network October 2000 - May 2006
Northwestern Mutual 1995 - 1998
Skills
Management, Disability Insurance, Retirement Planning, Recruiting, Leadership Development, Social Media, Strategic Financial..., Insurance, Event Planning, Team Building, Life Insurance, Strategic Planning, Finance, Financial Services
Education
The American College 2001 — 2003
CLU
University of Wisconsin-Milwaukee 1988 — 1992
Bachelor of Arts (B.A.), Organizational Communication, General
CSI: Delaware (Consulting Services Incorporated) January 2008 - Present
Northwestern Mutual Financial Network October 2000 - May 2006
Northwestern Mutual 1995 - 1998
Skills
Management, Disability Insurance, Retirement Planning, Recruiting, Leadership Development, Social Media, Strategic Financial..., Insurance, Event Planning, Team Building, Life Insurance, Strategic Planning, Finance, Financial Services
Education
The American College 2001 — 2003
CLU
University of Wisconsin-Milwaukee 1988 — 1992
Bachelor of Arts (B.A.), Organizational Communication, General
Laura Myers's Northwestern Mutual Financial Network Experience May 2008 - April 2010
Job Regional Sales Manager at Cornerstone OnDemand
Industry Market Research
Experience
Cornerstone OnDemand November 2014 - Present
IBISWorld June 2014 - November 2014
Back At You Media September 2013 - May 2014
Back At You Media May 2013 - September 2013
Main Street Hub January 2013 - May 2013
LivingSocial July 2012 - December 2012
Rosetta Stone February 2012 - July 2012
Infosoft Group April 2010 - February 2012
Northwestern Mutual Financial Network May 2008 - April 2010
Menomonee Falls Swim Club October 2009 - March 2010
Skills
Account Management, Customer Service, Cold Calling, Salesforce.com, Lead Generation, Sales, Consultative Sales..., Pipeline Development, CRM, Sales Operations, Business Development, Direct Sales, Strategy, Selling, Online Marketing, Start-ups, Sales Presentations, Social Media Marketing, Facebook, Sales Management, Business Planning, Procurement, Consultative Selling
Education
The George Washington University - School of Business 2005 — 2009
Business, Marketing
Divine Savior Holy Angels 2001 — 2005
Cornerstone OnDemand November 2014 - Present
IBISWorld June 2014 - November 2014
Back At You Media September 2013 - May 2014
Back At You Media May 2013 - September 2013
Main Street Hub January 2013 - May 2013
LivingSocial July 2012 - December 2012
Rosetta Stone February 2012 - July 2012
Infosoft Group April 2010 - February 2012
Northwestern Mutual Financial Network May 2008 - April 2010
Menomonee Falls Swim Club October 2009 - March 2010
Skills
Account Management, Customer Service, Cold Calling, Salesforce.com, Lead Generation, Sales, Consultative Sales..., Pipeline Development, CRM, Sales Operations, Business Development, Direct Sales, Strategy, Selling, Online Marketing, Start-ups, Sales Presentations, Social Media Marketing, Facebook, Sales Management, Business Planning, Procurement, Consultative Selling
Education
The George Washington University - School of Business 2005 — 2009
Business, Marketing
Divine Savior Holy Angels 2001 — 2005
Barbara Lourdel Barbara Lourdel's Northwestern Mutual Financial Network Experience April 2004 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network April 2004 - Present
Skills
Leadership, Investments, Strategic Planning, Finance, Sales, Marketing, Retirement Planning, Life Insurance, Insurance, Microsoft Office, Team Building, 401k, Mutual Funds, Retirement, Financial Planning, Public Speaking, Management
Education
The American College 2006 — 2009
CLU, Chartered Life Underwriter
Northwestern Mutual Financial Network April 2004 - Present
Skills
Leadership, Investments, Strategic Planning, Finance, Sales, Marketing, Retirement Planning, Life Insurance, Insurance, Microsoft Office, Team Building, 401k, Mutual Funds, Retirement, Financial Planning, Public Speaking, Management
Education
The American College 2006 — 2009
CLU, Chartered Life Underwriter
Molly Hickey's Northwestern Mutual Financial Network Experience June 2003 - June 2004
Job
Industry Telecommunications
Experience
Dish Network June 2014 - Present
Lockheed Martin October 2012 - May 2014
Colorado Business Group on Health 2012 - October 2012
University of Colorado Anschutz Medical Campus January 2010 - March 2011
University of Colorado Denver August 2009 - June 2010
University of Colorado Denver June 2009 - April 2010
University of Colorado Denver September 2007 - May 2009
TIAA-CREF January 2007 - May 2007
Lipper, Inc.- A Reuters Company June 2004 - December 2006
Northwestern Mutual Financial Network June 2003 - June 2004
Skills
Business Intelligence, Tableau, Research, Data Analysis, Analysis, Budgets, Project Management, Microsoft Excel, PowerPoint, Technical Writing, Access, Training, Process Improvement, Databases, Business Analysis, Testing
Education
University of Colorado Denver 2007 — 2009
non-degree, Biological, Chemical, and Physical Sciences
Villanova University 1999 — 2003
Bachelors of Science, Business Administration
London School of Economics and Political Science 2001 — 2001
BS in BA, Summer Business Program
Dish Network June 2014 - Present
Lockheed Martin October 2012 - May 2014
Colorado Business Group on Health 2012 - October 2012
University of Colorado Anschutz Medical Campus January 2010 - March 2011
University of Colorado Denver August 2009 - June 2010
University of Colorado Denver June 2009 - April 2010
University of Colorado Denver September 2007 - May 2009
TIAA-CREF January 2007 - May 2007
Lipper, Inc.- A Reuters Company June 2004 - December 2006
Northwestern Mutual Financial Network June 2003 - June 2004
Skills
Business Intelligence, Tableau, Research, Data Analysis, Analysis, Budgets, Project Management, Microsoft Excel, PowerPoint, Technical Writing, Access, Training, Process Improvement, Databases, Business Analysis, Testing
Education
University of Colorado Denver 2007 — 2009
non-degree, Biological, Chemical, and Physical Sciences
Villanova University 1999 — 2003
Bachelors of Science, Business Administration
London School of Economics and Political Science 2001 — 2001
BS in BA, Summer Business Program
Candace Seto, ChFC, CLU's Northwestern Mutual Financial Network Experience November 1990 - October 2010
Job Representative
Industry Financial Services
Experience
Northwestern Mutual Financial Network November 1990 - October 2010
ITT Gilfillan Division August 1988 - August 1990
94th Engineer Battalion, US Army Corps of Engineers October 1984 - May 1988
Skills
Retirement, Fixed Annuities, Retirement Planning, Strategic Financial..., Investments, Leadership, Management, Long-term Care, 401k, Life Insurance, Disability Insurance, Insurance, Estate Planning, Portfolio Management
Education
The American College 1994 — 1996
ChFC, CLU, Chartered Financial Consultant, Chartered Life Underwriter
United States Military Academy at West Point 1980 — 1984
BS, Electrical Engineering, Applied Physics
Northwestern Mutual Financial Network November 1990 - October 2010
ITT Gilfillan Division August 1988 - August 1990
94th Engineer Battalion, US Army Corps of Engineers October 1984 - May 1988
Skills
Retirement, Fixed Annuities, Retirement Planning, Strategic Financial..., Investments, Leadership, Management, Long-term Care, 401k, Life Insurance, Disability Insurance, Insurance, Estate Planning, Portfolio Management
Education
The American College 1994 — 1996
ChFC, CLU, Chartered Financial Consultant, Chartered Life Underwriter
United States Military Academy at West Point 1980 — 1984
BS, Electrical Engineering, Applied Physics
Juan Rosas's Northwestern Mutual Financial Network Experience 2006 - Present
Job Field Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2011 - Present
Northwestern Mutual Financial Network 2006 - Present
Northwestern Mutual Financial Network 2007 - May 2010
Gift Giving Solutions March 2002 - May 2005
Education
Texas A&M University 2001 — 2005
BBA, Finance
Texas A&M University - Mays Business School 2001 — 2005
Bachelors of Business Administration, Finance
Central Catholic High School 1997 — 2001
Northwestern Mutual August 2011 - Present
Northwestern Mutual Financial Network 2006 - Present
Northwestern Mutual Financial Network 2007 - May 2010
Gift Giving Solutions March 2002 - May 2005
Education
Texas A&M University 2001 — 2005
BBA, Finance
Texas A&M University - Mays Business School 2001 — 2005
Bachelors of Business Administration, Finance
Central Catholic High School 1997 — 2001
Rob Peirce's Northwestern Mutual Financial Network Experience June 2003 - March 2005
Job Vice President and Market Leader for Central OH at Oswald Companies
Industry Insurance
Experience
Oswald Companies April 2005 - Present
Northwestern Mutual Financial Network June 2003 - March 2005
Skills
Employee Benefits, Risk Management, Disability Insurance, Health Insurance, Insurance, Strategic Planning, Underwriting, Term Life Insurance, Benefits Administration, Retirement Planning
Education
The Ohio State University 1999 — 2003
BA, Psychology
Oswald Companies April 2005 - Present
Northwestern Mutual Financial Network June 2003 - March 2005
Skills
Employee Benefits, Risk Management, Disability Insurance, Health Insurance, Insurance, Strategic Planning, Underwriting, Term Life Insurance, Benefits Administration, Retirement Planning
Education
The Ohio State University 1999 — 2003
BA, Psychology
Brett Hodgden, CCDA's Northwestern Mutual Financial Network Experience May 2007 - September 2007
Job Sales Engineer at Datavox
Industry Information Technology and Services
Experience
Datavox September 2011 - Present
The Reynolds and Reynolds Company June 2010 - September 2011
The Reynolds and Reynolds Company February 2008 - June 2010
Texas A&M University August 2005 - December 2007
Northwestern Mutual Financial Network May 2007 - September 2007
Bed Bath & Beyond May 2006 - August 2006
HEB May 2005 - August 2005
Education
Texas A&M University 2004 — 2008
Bachelor of Science
Oak Ridge High School 2000 — 2004
Private School
Datavox September 2011 - Present
The Reynolds and Reynolds Company June 2010 - September 2011
The Reynolds and Reynolds Company February 2008 - June 2010
Texas A&M University August 2005 - December 2007
Northwestern Mutual Financial Network May 2007 - September 2007
Bed Bath & Beyond May 2006 - August 2006
HEB May 2005 - August 2005
Education
Texas A&M University 2004 — 2008
Bachelor of Science
Oak Ridge High School 2000 — 2004
Private School
Jim Atnip, CLU,ChFC,CASL,CLTC's Northwestern Mutual Financial Network Experience June 1984 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 1984 - Present
Skills
Finance, Financial Analysis, Strategic Financial..., Insurance, Retirement Planning, Long-term Care
Education
American College
CASL, CLU, ChFC
Northwestern Mutual Financial Network June 1984 - Present
Skills
Finance, Financial Analysis, Strategic Financial..., Insurance, Retirement Planning, Long-term Care
Education
American College
CASL, CLU, ChFC
Russ Eggemeyer's Northwestern Mutual Financial Network Experience June 2007 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Texas Financial Group - Addison June 2007 - Present
Northwestern Mutual Financial Network June 2007 - Present
Texas A&M University June 2004 - May 2007
Education
Texas A&M University 2003 — 2007
Agricultural systems management
Texas Financial Group - Addison June 2007 - Present
Northwestern Mutual Financial Network June 2007 - Present
Texas A&M University June 2004 - May 2007
Education
Texas A&M University 2003 — 2007
Agricultural systems management
Anthony Cha, CFP, CLU's Northwestern Mutual Financial Network Experience February 2006 - Present
Job Wealth Management Associate at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network February 2006 - Present
Ameriprise Financial 2005 - 2006
Skills
Retirement Planning, Series 7, Finance, Retirement, Series 63, Strategic Financial..., Wealth Management, Mutual Funds, Investments, Disability Insurance, Account Management, Salesforce.com, Insurance, CLU, Certified Financial..., series 9
Education
University of California, Davis 2001 — 2005
managerial economics, Business Administration and Management, General
The American College
Chartered Life Underwriter, Financial Planning and Services
Northwestern Mutual Financial Network February 2006 - Present
Ameriprise Financial 2005 - 2006
Skills
Retirement Planning, Series 7, Finance, Retirement, Series 63, Strategic Financial..., Wealth Management, Mutual Funds, Investments, Disability Insurance, Account Management, Salesforce.com, Insurance, CLU, Certified Financial..., series 9
Education
University of California, Davis 2001 — 2005
managerial economics, Business Administration and Management, General
The American College
Chartered Life Underwriter, Financial Planning and Services
Donna Carrillo's Northwestern Mutual Financial Network Experience July 1984 - Present
Job Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network July 1984 - Present
Education
College of Financial Planning Denver Co 1997 — 1998
Certified Financial Planner, Financial Planning and Services
The American College 1987 — 1996
Chartered Life Underwriter, Insurance
University of South Florida - College of Business Administration 1975 — 1980
Bachelor's degree, Finance, General
Northwestern Mutual Financial Network July 1984 - Present
Education
College of Financial Planning Denver Co 1997 — 1998
Certified Financial Planner, Financial Planning and Services
The American College 1987 — 1996
Chartered Life Underwriter, Insurance
University of South Florida - College of Business Administration 1975 — 1980
Bachelor's degree, Finance, General
Stefan Woods's Northwestern Mutual Financial Network Experience August 2006 - Present
Job Owner, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network August 2006 - Present
Education
Texas Tech University 2002 — 2006
BBA, Marketing
Northwestern Mutual Financial Network August 2006 - Present
Education
Texas Tech University 2002 — 2006
BBA, Marketing
Max Marks, CLU, ChFC's Northwestern Mutual Financial Network Experience April 2002 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual Financial Network April 2002 - Present
Burris, Inc. September 1985 - January 2002
Skills
401k, Retirement Planning, Finance, Series 63, Long-term Care, Strategic Financial..., Series 7, Insurance, Strategic Planning, Team Building, Life Insurance, IRAs, Sales, Financial Analysis, Term Life Insurance, Disability Insurance, Marketing, Financial Planning, Investments, Customer-focused Service, Mutual Funds
Education
The American College 2004 — 2010
CLU, ChFC
The Citadel 1980 — 1984
B.S., Business Administration
Northwestern Mutual Financial Network April 2002 - Present
Burris, Inc. September 1985 - January 2002
Skills
401k, Retirement Planning, Finance, Series 63, Long-term Care, Strategic Financial..., Series 7, Insurance, Strategic Planning, Team Building, Life Insurance, IRAs, Sales, Financial Analysis, Term Life Insurance, Disability Insurance, Marketing, Financial Planning, Investments, Customer-focused Service, Mutual Funds
Education
The American College 2004 — 2010
CLU, ChFC
The Citadel 1980 — 1984
B.S., Business Administration
Robert Frieling's Northwestern Mutual Financial Network Experience July 1984 - Present
Job Managing Partner
Industry Financial Services
Experience
Northwestern Mutual Financial Network July 1984 - Present
Northwestern Mutual Financial Network 1984 - Present
Education
Indiana University 1981 — 1983
MSBA, Business Admiinistration
University of New Hampshire 1976 — 1980
Bachelor of Science (BS), Business
The American College
CLU, ChFC
Northwestern Mutual Financial Network July 1984 - Present
Northwestern Mutual Financial Network 1984 - Present
Education
Indiana University 1981 — 1983
MSBA, Business Admiinistration
University of New Hampshire 1976 — 1980
Bachelor of Science (BS), Business
The American College
CLU, ChFC
Burch Baggett's Northwestern Mutual Financial Network Experience June 2001 - April 2006
Job Owner, Baggett Financial Group
Industry Insurance
Experience
Baggett Financial Group March 2006 - Present
Northwestern Mutual Financial Network June 2001 - April 2006
Skills
Disability Insurance, Life Insurance, Insurance, Employee Benefits, Whole Life, Long Term Care Insurance, Fixed Annuities, Buy-sell Agreements, Universal Life, Public Speaking, Long-term Care, Health Insurance
Education
Texas Christian University 1996 — 2000
BBA, Tripple Major: Accounting, Finance, Management / Minor: Spanish
Baggett Financial Group March 2006 - Present
Northwestern Mutual Financial Network June 2001 - April 2006
Skills
Disability Insurance, Life Insurance, Insurance, Employee Benefits, Whole Life, Long Term Care Insurance, Fixed Annuities, Buy-sell Agreements, Universal Life, Public Speaking, Long-term Care, Health Insurance
Education
Texas Christian University 1996 — 2000
BBA, Tripple Major: Accounting, Finance, Management / Minor: Spanish
Adam Costello's Northwestern Mutual Financial Network Experience January 2003 - January 2009
Job Costello Capital
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 2003 - January 2009
Education
Texas Christian University 1995 — 1998
Northwestern Mutual Financial Network January 2003 - January 2009
Education
Texas Christian University 1995 — 1998
Casey Jo Robertson, PHR, SHRM-CP's Northwestern Mutual Financial Network Experience June 2006 - June 2007
Job U.S. Campus Recruiting Lead at Protiviti
Industry Accounting
Experience
Protiviti July 2007 - Present
Northwestern Mutual Financial Network June 2006 - June 2007
Skills
Recruiting, College Recruiting, Talent Acquisition, Human Resources, Applicant Tracking..., Employee Relations, Onboarding, Talent Management, Performance Management, Organizational..., Management, Interviews, Hiring
Education
Texas A&M University - Mays Business School 2002 — 2006
Bachelors in Business Administration, Management
University of Houston-Clear Lake 2006 — 2009
Masters, Human Resource Mangement
Protiviti July 2007 - Present
Northwestern Mutual Financial Network June 2006 - June 2007
Skills
Recruiting, College Recruiting, Talent Acquisition, Human Resources, Applicant Tracking..., Employee Relations, Onboarding, Talent Management, Performance Management, Organizational..., Management, Interviews, Hiring
Education
Texas A&M University - Mays Business School 2002 — 2006
Bachelors in Business Administration, Management
University of Houston-Clear Lake 2006 — 2009
Masters, Human Resource Mangement
Erica Benner's Northwestern Mutual Financial Network Experience May 2006 - September 2006
Job Consultant at Doyle Alliance Group
Industry Insurance
Experience
Doyle Alliance Group December 2014 - Present
Aon Hewitt July 2011 - December 2014
Mercer August 2009 - July 2011
Northwestern Mutual Financial Network May 2006 - September 2006
Skills
Health Insurance, Employee Benefits, Actuarial Science, Defined Benefit, Insurance, Benefits Administration, Pensions, 401k, Brokers, Customer Service, Deferred Compensation, Employee Relations, Executive Pay, HR Consulting, HRIS, Human Resources, Life Insurance, Managed Care, Management, Leadership, Microsoft Excel, Retirement, Risk Management, Strategic Planning, Underwriting
Education
Temple University - Fox School of Business and Management 2005 — 2008
Risk, Insurance and Healthcare Management/Finance
Doyle Alliance Group December 2014 - Present
Aon Hewitt July 2011 - December 2014
Mercer August 2009 - July 2011
Northwestern Mutual Financial Network May 2006 - September 2006
Skills
Health Insurance, Employee Benefits, Actuarial Science, Defined Benefit, Insurance, Benefits Administration, Pensions, 401k, Brokers, Customer Service, Deferred Compensation, Employee Relations, Executive Pay, HR Consulting, HRIS, Human Resources, Life Insurance, Managed Care, Management, Leadership, Microsoft Excel, Retirement, Risk Management, Strategic Planning, Underwriting
Education
Temple University - Fox School of Business and Management 2005 — 2008
Risk, Insurance and Healthcare Management/Finance
David Goldthwaite's Northwestern Mutual Financial Network Experience PresidentCambridge Company, Inc.1992 - 2007
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network PresidentCambridge Company, Inc.1992 - 2007
Education
The Ohio State University Fisher College of Business 1978 — 1981
Northwestern Mutual Financial Network PresidentCambridge Company, Inc.1992 - 2007
Education
The Ohio State University Fisher College of Business 1978 — 1981
Brendan Morrissey's Northwestern Mutual Financial Network Experience March 2008 - Present
Job Owner, Northestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network March 2008 - Present
Cintas May 2005 - May 2007
Enterprise Rent-A-Car March 2004 - May 2005
Education
The Catholic University of America 2000 — 2004
Northwestern Mutual Financial Network March 2008 - Present
Cintas May 2005 - May 2007
Enterprise Rent-A-Car March 2004 - May 2005
Education
The Catholic University of America 2000 — 2004
Jason Petty's Northwestern Mutual Financial Network Experience August 2001 - January 2002
Job Account Manager at Conner Industries
Industry Logistics and Supply Chain
Experience
Conner Industries June 2002 - Present
Northwestern Mutual Financial Network August 2001 - January 2002
Enterprise Rent-A-Car September 2000 - June 2001
Phoenix Internet January 2000 - August 2000
Landmark Publishing, Inc. January 1999 - January 2000
Parts Plus 1996 - 1996
Skills
Account Management, Inventory Management, Customer Service, Strategic Planning, Contract Negotiation, Purchasing, Negotiation, Cold Calling, Process Scheduler, Process Improvement, Microsoft Excel, Sales Management, Software Development, Software Project..., Management, Training, CRM, Marketing
Education
Texas Christian University 1995 — 1999
BBA, Marketing
Burleson 1991 — 1995
SMH
SMH
Conner Industries June 2002 - Present
Northwestern Mutual Financial Network August 2001 - January 2002
Enterprise Rent-A-Car September 2000 - June 2001
Phoenix Internet January 2000 - August 2000
Landmark Publishing, Inc. January 1999 - January 2000
Parts Plus 1996 - 1996
Skills
Account Management, Inventory Management, Customer Service, Strategic Planning, Contract Negotiation, Purchasing, Negotiation, Cold Calling, Process Scheduler, Process Improvement, Microsoft Excel, Sales Management, Software Development, Software Project..., Management, Training, CRM, Marketing
Education
Texas Christian University 1995 — 1999
BBA, Marketing
Burleson 1991 — 1995
SMH
SMH
Erin Lee's Northwestern Mutual Financial Network Experience May 2003 - July 2008
Job Private Banking
Industry Banking
Experience
Frost Bank November 2013 - Present
Compass Well Services, LLC April 2011 - November 2012
ValArco LLC June 2008 - October 2010
Northwestern Mutual Financial Network May 2003 - July 2008
The Texas Financial Group November 2007 - June 2008
The Golf Club January 2001 - January 2003
Texas Commerce Bank June 1997 - December 2001
Chase Manhattan Private Bank June 1997 - December 2001
JP Morgan Chase & Co January 1997 - January 2001
Trust Management, Inc January 1996 - January 1997
Skills
QuickBooks, Microsoft Office, Microsoft Dynamics, Mergers & Acquisitions, Accounts Payable, Budgets, Due Diligence, Management, Finance, Financial Analysis, Account Reconciliation, Variance Analysis, Accounting, Leadership, Cash Flow, Financial Reporting, Cost Accounting, Auditing, Cash Management, GAAP, General Ledger, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1987 — 1992
BBA, Accounting
Trinity Valley School 1975 — 1987
Frost Bank November 2013 - Present
Compass Well Services, LLC April 2011 - November 2012
ValArco LLC June 2008 - October 2010
Northwestern Mutual Financial Network May 2003 - July 2008
The Texas Financial Group November 2007 - June 2008
The Golf Club January 2001 - January 2003
Texas Commerce Bank June 1997 - December 2001
Chase Manhattan Private Bank June 1997 - December 2001
JP Morgan Chase & Co January 1997 - January 2001
Trust Management, Inc January 1996 - January 1997
Skills
QuickBooks, Microsoft Office, Microsoft Dynamics, Mergers & Acquisitions, Accounts Payable, Budgets, Due Diligence, Management, Finance, Financial Analysis, Account Reconciliation, Variance Analysis, Accounting, Leadership, Cash Flow, Financial Reporting, Cost Accounting, Auditing, Cash Management, GAAP, General Ledger, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1987 — 1992
BBA, Accounting
Trinity Valley School 1975 — 1987
Sheryl (Weise) Lyssy's Northwestern Mutual Financial Network Experience September 1996 - May 2008
Job
Industry Financial Services
Experience
Northwestern Mutual Financial Network September 1996 - May 2008
Holland & Associates 1995 - 1996
Brown McCarroll & Oaks Hartline 1992 - 1995
Strasburger & Price, LLP 1989 - 1991
Texaco Inc. 1987 - 1989
Skills
Retirement Planning, Wealth Management, Asset, Risk, Long Term Care, Asset Allocation, Financial Risk, Long-term Care, Investments, Mutual Funds, Customer Service, Leadership, Life Insurance, Series 63, Business Planning, Insurance, Strategic Financial..., Retirement, Series 6, Portfolio Management, Disability Insurance, New Business Development, Management, Financial Planning, Strategic Planning, Team Building
Education
Texas A&M University 1982 — 1986
Bachelor of Science, Sociology, Minor in English
Southwestern Paralegal Institute 1987 — 1987
Certification, Legal Assistant
Highlands High School, San Antonio, Texas 1979 — 1982
Diploma, Honors
Northwestern Mutual Financial Network September 1996 - May 2008
Holland & Associates 1995 - 1996
Brown McCarroll & Oaks Hartline 1992 - 1995
Strasburger & Price, LLP 1989 - 1991
Texaco Inc. 1987 - 1989
Skills
Retirement Planning, Wealth Management, Asset, Risk, Long Term Care, Asset Allocation, Financial Risk, Long-term Care, Investments, Mutual Funds, Customer Service, Leadership, Life Insurance, Series 63, Business Planning, Insurance, Strategic Financial..., Retirement, Series 6, Portfolio Management, Disability Insurance, New Business Development, Management, Financial Planning, Strategic Planning, Team Building
Education
Texas A&M University 1982 — 1986
Bachelor of Science, Sociology, Minor in English
Southwestern Paralegal Institute 1987 — 1987
Certification, Legal Assistant
Highlands High School, San Antonio, Texas 1979 — 1982
Diploma, Honors
Rod Caillouet's Northwestern Mutual Financial Network Experience January 1987 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 1987 - Present
Education
The Citadel 1980 — 1984
Business, BS Business Administration
Clover High
Northwestern Mutual Financial Network January 1987 - Present
Education
The Citadel 1980 — 1984
Business, BS Business Administration
Clover High
Barbara Nelson, CLTC's Northwestern Mutual Financial Network Experience August 2007 - Present
Job Associate Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network August 2007 - Present
Education
The Ohio State University
Northwestern Mutual Financial Network August 2007 - Present
Education
The Ohio State University
Jackie (Jackie Hubert) Staley's Northwestern Mutual Financial Network Experience January 2008 - May 2008
Job Technology Consultant at TriNet
Industry Information Technology and Services
Experience
TriNet August 2015 - Present
AirWatch by VMware February 2013 - August 2015
Unum March 2009 - February 2013
Atlanta Association of Health Underwriters June 2011 - January 2013
Atlanta Association of Health Underwriters October 2010 - June 2011
Atlanta Junior Chamber International January 2009 - December 2009
Northwestern Mutual Financial Network January 2008 - May 2008
UGA HEROs August 2006 - May 2008
Capitol Strategy Group May 2007 - August 2007
Skills
New Business Development, Business Relationship..., Disability Insurance, Insurance, Sales, Account Management, Recruiting, Health Insurance, Marketing Strategy, Enterprise Software, Management, Business Development, SaaS, Solution Selling, Strategic Partnerships, Cold Calling, Employee Benefits, Salesforce.com, Mobile Devices, Direct Sales, Sales Process, Selling, Customer Retention, Lead Generation, CRM, Sales Presentations, Leadership, Sales Operations, Marketing, Sales Management, B2B, Budgets
Education
The University of Georgia 2004 — 2008
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration, Marketing, Leadership
TriNet August 2015 - Present
AirWatch by VMware February 2013 - August 2015
Unum March 2009 - February 2013
Atlanta Association of Health Underwriters June 2011 - January 2013
Atlanta Association of Health Underwriters October 2010 - June 2011
Atlanta Junior Chamber International January 2009 - December 2009
Northwestern Mutual Financial Network January 2008 - May 2008
UGA HEROs August 2006 - May 2008
Capitol Strategy Group May 2007 - August 2007
Skills
New Business Development, Business Relationship..., Disability Insurance, Insurance, Sales, Account Management, Recruiting, Health Insurance, Marketing Strategy, Enterprise Software, Management, Business Development, SaaS, Solution Selling, Strategic Partnerships, Cold Calling, Employee Benefits, Salesforce.com, Mobile Devices, Direct Sales, Sales Process, Selling, Customer Retention, Lead Generation, CRM, Sales Presentations, Leadership, Sales Operations, Marketing, Sales Management, B2B, Budgets
Education
The University of Georgia 2004 — 2008
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration, Marketing, Leadership
Marty Pavlick, CLU, ChFC, CASL's Northwestern Mutual Financial Network Experience April 1984 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network April 1984 - Present
Education
FINRA and state IAR Registrations 1986 — 2012
Investments and Securities
The American College 1986 — 2006
CLU,CHFC,CASL, Chartered Life Underwriter, Chartered Financial Consultant and Chartered Advisor in Senior Living
School of "Hard Knocks" 1973 — 1984
Wayne State University 1973 — 1974
Unfinished, Humanities
East Detroit High School 1969 — 1972
HS Degree, College Prep curriculum
Northwestern Mutual Financial Network April 1984 - Present
Education
FINRA and state IAR Registrations 1986 — 2012
Investments and Securities
The American College 1986 — 2006
CLU,CHFC,CASL, Chartered Life Underwriter, Chartered Financial Consultant and Chartered Advisor in Senior Living
School of "Hard Knocks" 1973 — 1984
Wayne State University 1973 — 1974
Unfinished, Humanities
East Detroit High School 1969 — 1972
HS Degree, College Prep curriculum
Giancarlo Donatelli's Northwestern Mutual Financial Network Experience 2004 - Present
Job employed, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2004 - Present
Education
The University of Akron 1999 — 2004
Bachelors, Business
Northwestern Mutual Financial Network 2004 - Present
Education
The University of Akron 1999 — 2004
Bachelors, Business
Jonathan Gaudio's Northwestern Mutual Financial Network Experience December 2006 - December 2007
Job Document Management Analyst
Industry Utilities
Experience
American Electric Power contracted via Manpower March 2008 - Present
Northwestern Mutual Financial Network December 2006 - December 2007
Education
The Ohio State University 2005 — 2009
Finance
American Electric Power contracted via Manpower March 2008 - Present
Northwestern Mutual Financial Network December 2006 - December 2007
Education
The Ohio State University 2005 — 2009
Finance
Drew Villastrigo's Northwestern Mutual Financial Network Experience May 2006 - April 2007
Job Finance Technician
Industry Military
Experience
US Army February 2010 - Present
US Army February 2010 - Present
Flying J November 2007 - May 2009
J Inc November 2007 - May 2009
Northwestern Mutual Financial Network May 2006 - April 2007
Education
The College of Idaho 2002 — 2006
BA Business, Finance
College of Idaho (Formerly Albertson College)
Bachelor, Business Administration; Finance
US Army February 2010 - Present
US Army February 2010 - Present
Flying J November 2007 - May 2009
J Inc November 2007 - May 2009
Northwestern Mutual Financial Network May 2006 - April 2007
Education
The College of Idaho 2002 — 2006
BA Business, Finance
College of Idaho (Formerly Albertson College)
Bachelor, Business Administration; Finance
Christina Dozier's Northwestern Mutual Financial Network Experience February 2008 - July 2010
Job Independent Contractor Administrative Support
Industry Religious Institutions
Experience
Independent Contractor June 2014 - Present
North Point Ministries, Inc. August 2010 - June 2014
Northwestern Mutual Financial Network February 2008 - July 2010
Skills
Event Planning, Insurance, Excel, Word, Google Docs, Administrative Support, Microsoft Word, PowerPoint, Leadership, Marketing, Public Speaking, Microsoft Excel, Customer Service, Leadership Development
Education
The University of Georgia 2003 — 2007
Independent Contractor June 2014 - Present
North Point Ministries, Inc. August 2010 - June 2014
Northwestern Mutual Financial Network February 2008 - July 2010
Skills
Event Planning, Insurance, Excel, Word, Google Docs, Administrative Support, Microsoft Word, PowerPoint, Leadership, Marketing, Public Speaking, Microsoft Excel, Customer Service, Leadership Development
Education
The University of Georgia 2003 — 2007
Rhett Exley's Northwestern Mutual Financial Network Experience June 2008 - Present
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Investment Management
Experience
Northwestern Mutual Financial Network June 2008 - Present
John Deere Landscapes October 2005 - November 2008
The Golf Club of Georgia June 2004 - October 2005
Augusta National Golf Club December 2001 - June 2004
Skills
Budgets, Customer Service
Education
The University of Georgia 1996 — 2000
BS, Turfgrass Management
Northwestern Mutual Financial Network June 2008 - Present
John Deere Landscapes October 2005 - November 2008
The Golf Club of Georgia June 2004 - October 2005
Augusta National Golf Club December 2001 - June 2004
Skills
Budgets, Customer Service
Education
The University of Georgia 1996 — 2000
BS, Turfgrass Management
Andrew Dorobek's Northwestern Mutual Financial Network Experience January 2004 - July 2004
Job Analyst
Industry Information Technology and Services
Experience
CORT August 2013 - Present
A.I.M. December 2012 - August 2013
Morgan Stanley Smith Barney August 2011 - December 2012
NIA Consulting, a division of Verisk Analytics July 2009 - July 2011
Zachry Industrial, Inc. October 2006 - May 2008
Office of the Comptroller of the Currency January 2005 - June 2006
Northwestern Mutual Financial Network January 2004 - July 2004
Skills
Financial Analysis, Financial Modeling, Investments, Risk Management, Capital Markets, Credit Analysis, Microsoft Excel, Valuation, Banking, Portfolio Management, Project Management, Microsoft Office, Credit, Analysis, Financial Risk, Finance, Management, Business Analysis, Trading, Time Management, Asset Management, Energy, Microsoft Word, Credit Risk, Leadership, Loans, Mortgage Lending, Budgets, Process Improvement, Business Strategy, Business Development, Project Finance, JIRA
Education
Texas A&M University 2000 — 2004
BBA, Finance
CORT August 2013 - Present
A.I.M. December 2012 - August 2013
Morgan Stanley Smith Barney August 2011 - December 2012
NIA Consulting, a division of Verisk Analytics July 2009 - July 2011
Zachry Industrial, Inc. October 2006 - May 2008
Office of the Comptroller of the Currency January 2005 - June 2006
Northwestern Mutual Financial Network January 2004 - July 2004
Skills
Financial Analysis, Financial Modeling, Investments, Risk Management, Capital Markets, Credit Analysis, Microsoft Excel, Valuation, Banking, Portfolio Management, Project Management, Microsoft Office, Credit, Analysis, Financial Risk, Finance, Management, Business Analysis, Trading, Time Management, Asset Management, Energy, Microsoft Word, Credit Risk, Leadership, Loans, Mortgage Lending, Budgets, Process Improvement, Business Strategy, Business Development, Project Finance, JIRA
Education
Texas A&M University 2000 — 2004
BBA, Finance
Jeffrey Erickson, CLU, ChFC's Northwestern Mutual Financial Network Experience April 2000 - Present
Job Financial Advisor Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network April 2000 - Present
Northwestern Mutual Life 2000 - Present
Skills
Employee Benefits, Finance, Budgets, Financial Services, Sales, Leadership, Business Planning, New Business Development, Disability Insurance, Retirement Planning, Wealth Accumulation, Wealth Management, Risk Management, Investments, Financial Planning, Financial Analysis, Life Insurance, Insurance, Long-term Care, Mutual Funds, Estate Planning, Securities, Microsoft Word
Education
University of Maryland - Mannheim Germany 1986 — 1990
The American College
CLU and ChFC
Northwestern Mutual Financial Network April 2000 - Present
Northwestern Mutual Life 2000 - Present
Skills
Employee Benefits, Finance, Budgets, Financial Services, Sales, Leadership, Business Planning, New Business Development, Disability Insurance, Retirement Planning, Wealth Accumulation, Wealth Management, Risk Management, Investments, Financial Planning, Financial Analysis, Life Insurance, Insurance, Long-term Care, Mutual Funds, Estate Planning, Securities, Microsoft Word
Education
University of Maryland - Mannheim Germany 1986 — 1990
The American College
CLU and ChFC
Thomas Kasper's Northwestern Mutual Financial Network Experience May 2009 - August 2009
Job Counselor at The Family Service Center
Industry Mental Health Care
Experience
Family Service Center of Galveston County September 2012 - Present
Northwestern Mutual Financial Network May 2009 - August 2009
St. Mary's Catholic Center August 2008 - December 2008
Rabid Pop May 2008 - August 2008
St. Mary's Catholic Center May 2006 - August 2008
Reynolds and Reynolds May 2007 - August 2007
NrH2O Family Water Park May 2005 - July 2005
Education
University of Houston-Clear Lake 2010 — 2013
Master's degree, Clinical Psychology, 3.9
Texas A&M University 2005 — 2009
Bachelor of Business Administration, Marketing
Haltom High School 2000 — 2005
Family Service Center of Galveston County September 2012 - Present
Northwestern Mutual Financial Network May 2009 - August 2009
St. Mary's Catholic Center August 2008 - December 2008
Rabid Pop May 2008 - August 2008
St. Mary's Catholic Center May 2006 - August 2008
Reynolds and Reynolds May 2007 - August 2007
NrH2O Family Water Park May 2005 - July 2005
Education
University of Houston-Clear Lake 2010 — 2013
Master's degree, Clinical Psychology, 3.9
Texas A&M University 2005 — 2009
Bachelor of Business Administration, Marketing
Haltom High School 2000 — 2005
Nicholas Mangini's Northwestern Mutual Financial Network Experience May 2009 - August 2009
Job Branch Manager, Assistant Vice President at PNC
Industry Financial Services
Experience
PNC May 2015 - Present
PNC January 2013 - May 2015
Strategic Family Wealth Counselors July 2012 - September 2012
Merrill Lynch April 2011 - July 2012
ING Financial Partners September 2010 - April 2011
Wells Fargo Financial June 2010 - September 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Finance, Investments, Management, Sales Management, Customer Service, Financial Analysis, Financial Services, Microsoft Excel, PowerPoint, Leadership, Retirement Planning, Portfolio Management, Mentoring, Coaching
Education
The College of New Jersey 2006 — 2010
Bachelor of Science (B.S.), Finance
The College of New Jersey 2006 — 2010
B.S. Business Administration, Finance
American University in Rome 2009 — 2009
Finance
The American University in Rome 2009 — 2009
PNC May 2015 - Present
PNC January 2013 - May 2015
Strategic Family Wealth Counselors July 2012 - September 2012
Merrill Lynch April 2011 - July 2012
ING Financial Partners September 2010 - April 2011
Wells Fargo Financial June 2010 - September 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Finance, Investments, Management, Sales Management, Customer Service, Financial Analysis, Financial Services, Microsoft Excel, PowerPoint, Leadership, Retirement Planning, Portfolio Management, Mentoring, Coaching
Education
The College of New Jersey 2006 — 2010
Bachelor of Science (B.S.), Finance
The College of New Jersey 2006 — 2010
B.S. Business Administration, Finance
American University in Rome 2009 — 2009
Finance
The American University in Rome 2009 — 2009
David Maple's Northwestern Mutual Financial Network Experience January 2010 - August 2010
Job Asset and Liability Management Associate at PNC
Industry Financial Services
Experience
PNC March 2015 - Present
FirstMerit Bank February 2014 - March 2015
FirstMerit Bank May 2013 - February 2014
The University of Akron January 2012 - May 2013
Northwestern Mutual Financial Network January 2010 - August 2010
Education
The University of Akron 2012 — 2013
Master of Arts (M.A.), Economics
The University of Akron 2006 — 2010
BSLE, Economics
PNC March 2015 - Present
FirstMerit Bank February 2014 - March 2015
FirstMerit Bank May 2013 - February 2014
The University of Akron January 2012 - May 2013
Northwestern Mutual Financial Network January 2010 - August 2010
Education
The University of Akron 2012 — 2013
Master of Arts (M.A.), Economics
The University of Akron 2006 — 2010
BSLE, Economics
Traci Keiffer's Northwestern Mutual Financial Network Experience April 2009 - Present
Job Associate Financial Representative
Industry Financial Services
Experience
Northwestern Mutual Financial Network April 2009 - Present
Central PA Employment Consortium July 2004 - June 2012
Waypoint Bank December 2000 - May 2004
Skills
Customer Service, Microsoft Office, Customer Relations, Social Media, Insurance, Administrative Support
Education
Tennessee Temple University 1988 — 1993
B.S., Business Administration - Accounting
Northwestern Mutual Financial Network April 2009 - Present
Central PA Employment Consortium July 2004 - June 2012
Waypoint Bank December 2000 - May 2004
Skills
Customer Service, Microsoft Office, Customer Relations, Social Media, Insurance, Administrative Support
Education
Tennessee Temple University 1988 — 1993
B.S., Business Administration - Accounting
Jordan Svendsen's Northwestern Mutual Financial Network Experience 2009 - Present
Job Financial Represenative, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2009 - Present
Education
Texas Tech University 2006 — 2009
University of Arkansas 2005 — 2006
Northwestern Mutual Financial Network 2009 - Present
Education
Texas Tech University 2006 — 2009
University of Arkansas 2005 — 2006
Deborah Conner's Northwestern Mutual Financial Network Experience June 2009 - August 2009
Job Land Compliance Analyst
Industry Oil & Energy
Experience
BP July 2013 - Present
BP November 2011 - July 2013
Westside Lexus November 2010 - November 2011
Northwestern Mutual Financial Network June 2009 - August 2009
BP June 2007 - August 2007
Skills
Finance, Sales, Customer Service, Financial Services, Financial Analysis, Financial Modeling, Energy, Risk Management, Microsoft Excel, Project Management, Petroleum, Microsoft Office
Education
Texas A&M University - Mays Business School 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
BP July 2013 - Present
BP November 2011 - July 2013
Westside Lexus November 2010 - November 2011
Northwestern Mutual Financial Network June 2009 - August 2009
BP June 2007 - August 2007
Skills
Finance, Sales, Customer Service, Financial Services, Financial Analysis, Financial Modeling, Energy, Risk Management, Microsoft Excel, Project Management, Petroleum, Microsoft Office
Education
Texas A&M University - Mays Business School 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Charlotte Matz, ChFC's Northwestern Mutual Financial Network Experience 2002 - Present
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2002 - Present
Northwestern Mutual Financial Network 2002 - Present
ComTech Communications, Inc. December 1999 - January 2002
Pioneer Roofing Company June 1995 - November 1999
Skills
Retirement Planning, Series 7, Series 63, Series 6, Retirement, Wealth Management, 401k, Disability Insurance, Mutual Funds, Asset Allocation, Estate Planning, Fixed Annuities, Financial Planning, Life Insurance, Long Term Care Insurance
Education
The American College 2008 — 2011
ChFC, Investments and Securities
El Dorado High School
Northwestern Mutual January 2002 - Present
Northwestern Mutual Financial Network 2002 - Present
ComTech Communications, Inc. December 1999 - January 2002
Pioneer Roofing Company June 1995 - November 1999
Skills
Retirement Planning, Series 7, Series 63, Series 6, Retirement, Wealth Management, 401k, Disability Insurance, Mutual Funds, Asset Allocation, Estate Planning, Fixed Annuities, Financial Planning, Life Insurance, Long Term Care Insurance
Education
The American College 2008 — 2011
ChFC, Investments and Securities
El Dorado High School
David Arendol's Northwestern Mutual Financial Network Experience 2010 - 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
Aaron Embacher's Northwestern Mutual Financial Network Experience ServerThe Olive GardenJune 2005 - July 2010
Job Associate Finacial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network ServerThe Olive GardenJune 2005 - July 2010
Education
The University of Akron 2002 — 2007
Interpersonal and Public Communication / History, Arts and Science
Northwestern Mutual Financial Network ServerThe Olive GardenJune 2005 - July 2010
Education
The University of Akron 2002 — 2007
Interpersonal and Public Communication / History, Arts and Science
Michael Godack's Northwestern Mutual Financial Network Experience 2010 - 2011
Job
Industry
Experience
Northwestern Mutual Financial Network 2010 - 2011
Skills
Series 63, Retirement Planning, Securities
Education
The Johns Hopkins University
Bachelor of Science
Northwestern Mutual Financial Network 2010 - 2011
Skills
Series 63, Retirement Planning, Securities
Education
The Johns Hopkins University
Bachelor of Science
Matt Pyryt's Northwestern Mutual Financial Network Experience May 2011 - March 2012
Job Associate, Client Services Team Lead, at Mercer
Industry Human Resources
Experience
Mercer October 2015 - Present
Mercer July 2015 - October 2015
Mercer October 2014 - July 2015
Mercer April 2012 - October 2014
Northwestern Mutual Financial Network May 2011 - March 2012
Skills
Client Relations, Pension Administration, Microsoft Excel, Analysis, Reporting & Analysis, Data Presentation, Defined Benefit, Employee Benefits, Microsoft Office, Leading Meetings, Continuous Improvement, Process Improvement, Problem Solving, SQL, Customer Service, Communication, Marketing Communications, Calculations, Finance, Economics, Insurance
Education
Texas A&M University 2007 — 2011
Bachelor of Science
Mercer October 2015 - Present
Mercer July 2015 - October 2015
Mercer October 2014 - July 2015
Mercer April 2012 - October 2014
Northwestern Mutual Financial Network May 2011 - March 2012
Skills
Client Relations, Pension Administration, Microsoft Excel, Analysis, Reporting & Analysis, Data Presentation, Defined Benefit, Employee Benefits, Microsoft Office, Leading Meetings, Continuous Improvement, Process Improvement, Problem Solving, SQL, Customer Service, Communication, Marketing Communications, Calculations, Finance, Economics, Insurance
Education
Texas A&M University 2007 — 2011
Bachelor of Science
Adam Friend's Northwestern Mutual Financial Network Experience June 2010 - May 2011
Job Audit Senior at Clark, Schaefer, Hackett
Industry Accounting
Experience
Clark, Schaefer, Hackett & Co. September 2014 - Present
Schneider Downs August 2012 - July 2014
Citigroup Inc September 2011 - August 2012
United Way May 2011 - August 2011
Northwestern Mutual Financial Network June 2010 - May 2011
Boden Gym June 2009 - September 2009
Lewis Landscaping December 2007 - January 2009
Education
The Ohio State University
Bachelor of Science in Business Administration, Accounting
Clark, Schaefer, Hackett & Co. September 2014 - Present
Schneider Downs August 2012 - July 2014
Citigroup Inc September 2011 - August 2012
United Way May 2011 - August 2011
Northwestern Mutual Financial Network June 2010 - May 2011
Boden Gym June 2009 - September 2009
Lewis Landscaping December 2007 - January 2009
Education
The Ohio State University
Bachelor of Science in Business Administration, Accounting
Daniel Zemach's Northwestern Mutual Financial Network Experience May 2014 - August 2014
Job President of the University of Florida Chapter of TAMID Group
Industry Financial Services
Experience
University of Florida Athletic Association January 2015 - Present
TAMID Group December 2014 - Present
Penta Mezzanine Fund May 2015 - June 2015
Northwestern Mutual Financial Network May 2014 - August 2014
Macy's February 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Coaching, Insurance, Event Planning, Leadership
Education
University of Florida 2013 — 2017
Bachelor's Degree, Finance
University of Florida 2013 — 2017
Master's Degree, Master of Science in Finance
The London School of Economics and Political Science (LSE) 2015 — 2015
Economics
North Broward Preparatory Schools 2009 — 2013
High School, International Baccalaureate, 4.3
University of Florida Athletic Association January 2015 - Present
TAMID Group December 2014 - Present
Penta Mezzanine Fund May 2015 - June 2015
Northwestern Mutual Financial Network May 2014 - August 2014
Macy's February 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Coaching, Insurance, Event Planning, Leadership
Education
University of Florida 2013 — 2017
Bachelor's Degree, Finance
University of Florida 2013 — 2017
Master's Degree, Master of Science in Finance
The London School of Economics and Political Science (LSE) 2015 — 2015
Economics
North Broward Preparatory Schools 2009 — 2013
High School, International Baccalaureate, 4.3
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO