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.
Northwestern Mutual Financial Network Salaries. You can even request information on how much does Northwestern Mutual Financial Network pay if you want to. Learn about salaries, pros and cons of working for Northwestern Mutual Financial Network directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,588 Northwestern Mutual Financial Network employees in database. Find out everything there's to know about Northwestern Mutual Financial Network employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northwestern Mutual Financial Network Employees
Employee
Years
Job
Industry
Becca Drace Becca Drace's Northwestern Mutual Financial Network Experience 2014 - 2015
Job Recruiter for Northwestern Mutual/North Atlanta
Industry Staffing and Recruiting
Experience
Northwestern Mutual February 2014 - Present
Northwestern Mutual Financial Network 2014 - 2015
Nordstrom Inc. February 2012 - February 2014
Nordstrom December 2004 - May 2012
Dauble & Associates, P.C. September 2004 - December 2005
St Josephs Rehab Facility August 2004 - October 2005
Union University August 2000 - May 2004
West Jackson Baptist Church August 2002 - April 2004
Centrifuge Summer Camp May 2000 - May 2003
Skills
Customer Service, Sales Management, Sales, Community Outreach, Communication, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Customer Experience, Problem Solving, Teaching, Phone Etiquette, Typing, Fitness Instruction, Management
Education
Union University 2000 — 2004
Bachelor of Science (B.S.), Health and Physical Education/Fitness
Northwestern Mutual February 2014 - Present
Northwestern Mutual Financial Network 2014 - 2015
Nordstrom Inc. February 2012 - February 2014
Nordstrom December 2004 - May 2012
Dauble & Associates, P.C. September 2004 - December 2005
St Josephs Rehab Facility August 2004 - October 2005
Union University August 2000 - May 2004
West Jackson Baptist Church August 2002 - April 2004
Centrifuge Summer Camp May 2000 - May 2003
Skills
Customer Service, Sales Management, Sales, Community Outreach, Communication, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Customer Experience, Problem Solving, Teaching, Phone Etiquette, Typing, Fitness Instruction, Management
Education
Union University 2000 — 2004
Bachelor of Science (B.S.), Health and Physical Education/Fitness
Niddal Abedrabbo's Northwestern Mutual Financial Network Experience May 2009 - January 2011
Job Business Analyst II, Strategy & Operations at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard Enterprise Services November 2013 - Present
Earth December 2008 - Present
Hewlett-Packard Enterprise Services January 2011 - November 2013
Northwestern Mutual Financial Network May 2009 - January 2011
Vector Marketing August 2008 - December 2008
Skills
Forecasting, Leadership, Financial Analysis, Business Analysis, Analysis, Financial Reporting, Microsoft Excel, Data Analysis, Management, Business Process, Business Strategy, Arabic, Team Leadership, Outlook, SharePoint, Finance, SAP, PowerPoint, Risk Management, Inventory Management, Direct Sales, Microsoft Office, Sales, Banking, Project Management, Operations Management, Capacity Planning, Time Management, Philanthropy, Volunteer Management, Non-profit Volunteer, SAP BW, Excel, Spanish, Insurance, Activism, Security Analysis, Executive Reporting, Salesforce.com, Non-profit Program..., Fundraising, Photography, Videography, After Effects, Premiere, Lightroom, Photoshop, Cinematography, Video Editing, Non-profit Volunteering
Education
The University of Texas at Arlington - College of Business Administration 2008 — 2010
BBA, Finance
Hewlett-Packard Enterprise Services November 2013 - Present
Earth December 2008 - Present
Hewlett-Packard Enterprise Services January 2011 - November 2013
Northwestern Mutual Financial Network May 2009 - January 2011
Vector Marketing August 2008 - December 2008
Skills
Forecasting, Leadership, Financial Analysis, Business Analysis, Analysis, Financial Reporting, Microsoft Excel, Data Analysis, Management, Business Process, Business Strategy, Arabic, Team Leadership, Outlook, SharePoint, Finance, SAP, PowerPoint, Risk Management, Inventory Management, Direct Sales, Microsoft Office, Sales, Banking, Project Management, Operations Management, Capacity Planning, Time Management, Philanthropy, Volunteer Management, Non-profit Volunteer, SAP BW, Excel, Spanish, Insurance, Activism, Security Analysis, Executive Reporting, Salesforce.com, Non-profit Program..., Fundraising, Photography, Videography, After Effects, Premiere, Lightroom, Photoshop, Cinematography, Video Editing, Non-profit Volunteering
Education
The University of Texas at Arlington - College of Business Administration 2008 — 2010
BBA, Finance
Carlie Cook's Northwestern Mutual Financial Network Experience August 2006 - January 2007
Job Personal Cruise Consultant at Holland America Line
Industry Leisure, Travel & Tourism
Experience
Holland America Line July 2014 - Present
First Western Trust Bank March 2012 - May 2014
Service Credit Union October 2010 - April 2012
P.F. Chang's China Bistro August 2008 - September 2010
Kroenke Sports Enterprises January 2008 - May 2008
University of Colorado Recreation Center August 2005 - May 2008
Northwestern Mutual Financial Network August 2006 - January 2007
Kappa Alpha Theta December 2005 - December 2006
Gamma 2004 - 2006
Skills
Customer Service, Spanish, Policy Analysis, Servers, Recording, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Nonprofits, Training, Sales, Outlook, Microsoft Word, Financial Analysis, Finance, Data Analysis, Team Building, Time Management, Social Media Marketing, Teaching, Banking, Interviews, Loans
Education
University of Colorado Boulder 2004 — 2008
Bachelor of Arts, Psychology
Universitat d'Alacant 2007 — 2007
Spanish
Holland America Line July 2014 - Present
First Western Trust Bank March 2012 - May 2014
Service Credit Union October 2010 - April 2012
P.F. Chang's China Bistro August 2008 - September 2010
Kroenke Sports Enterprises January 2008 - May 2008
University of Colorado Recreation Center August 2005 - May 2008
Northwestern Mutual Financial Network August 2006 - January 2007
Kappa Alpha Theta December 2005 - December 2006
Gamma 2004 - 2006
Skills
Customer Service, Spanish, Policy Analysis, Servers, Recording, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Nonprofits, Training, Sales, Outlook, Microsoft Word, Financial Analysis, Finance, Data Analysis, Team Building, Time Management, Social Media Marketing, Teaching, Banking, Interviews, Loans
Education
University of Colorado Boulder 2004 — 2008
Bachelor of Arts, Psychology
Universitat d'Alacant 2007 — 2007
Spanish
Randi Bellew's Northwestern Mutual Financial Network Experience February 2012 - July 2012
Job Law Clerk at Beasley Allen Law Firm
Industry
Experience
Beasley Allen Law Firm May 2013 - Present
Northwestern Mutual Financial Network February 2012 - July 2012
Brewer-Porch Children’s Center August 2009 - December 2011
Skills
PowerPoint, Microsoft Word, Time Management, Public Speaking, Event Planning, Social Networking, Editing, Social Media, Research, Microsoft Excel, Legal Research, Microsoft Office, Public Relations, Fundraising, Social Media Marketing
Education
Faulkner University, Thomas Goode Jones School of Law 2012 — 2015
Juris Doctorate, Law
University of Alabama 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
Beasley Allen Law Firm May 2013 - Present
Northwestern Mutual Financial Network February 2012 - July 2012
Brewer-Porch Children’s Center August 2009 - December 2011
Skills
PowerPoint, Microsoft Word, Time Management, Public Speaking, Event Planning, Social Networking, Editing, Social Media, Research, Microsoft Excel, Legal Research, Microsoft Office, Public Relations, Fundraising, Social Media Marketing
Education
Faulkner University, Thomas Goode Jones School of Law 2012 — 2015
Juris Doctorate, Law
University of Alabama 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
Martha Valdillez Martha Valdillez's Northwestern Mutual Financial Network Experience July 2011 - December 2013
Job Proposal Analyst at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin January 2013 - Present
Northwestern Mutual Financial Network July 2011 - December 2013
Skills
Contract Negotiation, Government Contracting, Pricing, Bid Pricing, Contract Pricing, Team Leadership, Project Management, Project Estimation, Presentation Skills, Presentation Development, RFP, Financial Planning, Financial Services, Investments, Life Insurance, Retirement, Insurance, Retirement Planning, Education Funding, Wealth Accumulation, Long Term Care Insurance, Variable Products
Education
The University of Texas at El Paso 2008 — 2012
Bachelors of Business Administration, Finance with a Financial Analysis concentration
Lockheed Martin January 2013 - Present
Northwestern Mutual Financial Network July 2011 - December 2013
Skills
Contract Negotiation, Government Contracting, Pricing, Bid Pricing, Contract Pricing, Team Leadership, Project Management, Project Estimation, Presentation Skills, Presentation Development, RFP, Financial Planning, Financial Services, Investments, Life Insurance, Retirement, Insurance, Retirement Planning, Education Funding, Wealth Accumulation, Long Term Care Insurance, Variable Products
Education
The University of Texas at El Paso 2008 — 2012
Bachelors of Business Administration, Finance with a Financial Analysis concentration
Shelley Keeton Shelley Keeton's Northwestern Mutual Financial Network Experience June 2010 - December 2011
Job Certified Personal Trainer
Industry Health, Wellness and Fitness
Experience
Self Employed March 2014 - Present
Victory Angel Films January 2012 - March 2012
Northwestern Mutual Financial Network June 2010 - December 2011
Skills
Marketing, Sales, Social Media, Social Networking, Event Planning, Public Speaking, Microsoft Office, Social Media Marketing
Education
National Academy of Sports Medicine 2013 — 2014
CPT, Sports and Exercise
The University of New Mexico 2002 — 2008
Marketing Management, Promotional Marketing
Self Employed March 2014 - Present
Victory Angel Films January 2012 - March 2012
Northwestern Mutual Financial Network June 2010 - December 2011
Skills
Marketing, Sales, Social Media, Social Networking, Event Planning, Public Speaking, Microsoft Office, Social Media Marketing
Education
National Academy of Sports Medicine 2013 — 2014
CPT, Sports and Exercise
The University of New Mexico 2002 — 2008
Marketing Management, Promotional Marketing
Karin Wrasman Karin Wrasman's Northwestern Mutual Financial Network Experience May 2002 - March 2014
Job Operations Manager for the Annual Catholic Appeal Foundation at The Archdiocese of Santa Fe
Industry Nonprofit Organization Management
Experience
The Archdiocese of Santa Fe May 2014 - Present
Archdiocese of Santa Fe March 2014 - May 2014
Northwestern Mutual Financial Network May 2002 - March 2014
Northwestern Mutual Life November 1992 - March 2014
Education
The University of New Mexico - Robert O. Anderson School of Management 1985 — 1988
Bachelor of Business Administration (BBA), Finance, General
The University of New Mexico - Robert O. Anderson School of Management 1983 — 1988
Bachelor of Business Administration, Finance
The Archdiocese of Santa Fe May 2014 - Present
Archdiocese of Santa Fe March 2014 - May 2014
Northwestern Mutual Financial Network May 2002 - March 2014
Northwestern Mutual Life November 1992 - March 2014
Education
The University of New Mexico - Robert O. Anderson School of Management 1985 — 1988
Bachelor of Business Administration (BBA), Finance, General
The University of New Mexico - Robert O. Anderson School of Management 1983 — 1988
Bachelor of Business Administration, Finance
Shane Reiser's Northwestern Mutual Financial Network Experience May 2004 - August 2004
Job Partner at Your Ideas Are Terrible, Cofounder of Startup Genome
Industry Internet
Experience
Your Ideas Are Terrible October 2014 - Present
Startup Genome October 2011 - Present
Dwolla October 2012 - July 2013
Kohort May 2011 - September 2012
Startup Weekend September 2010 - May 2011
Aviva Investors March 2008 - September 2010
Target May 2007 - April 2008
Mass Financial Group May 2005 - August 2005
Northwestern Mutual Financial Network May 2004 - August 2004
Skills
Entrepreneurship, Start-ups, Marketing, Public Speaking, Online Marketing, Community Building, Strategy, Event Planning, Leadership, Product Marketing, Event Management, Management, Sales, Business Development, Business Planning, Product Development, Customer Service, Marketing Strategy, Business Strategy, Hustle, Strategic Planning, Strategic Partnerships, Marketing Communications, Marketing Management, Strategic Communications, New Business Development, Certified Scrum Master..., Public Relations
Education
Truman State University 2003 — 2007
Bachelor's of Business Administration, Marketing, Management
Victoria University of Wellington 2006 — 2006
Study Abroad
Your Ideas Are Terrible October 2014 - Present
Startup Genome October 2011 - Present
Dwolla October 2012 - July 2013
Kohort May 2011 - September 2012
Startup Weekend September 2010 - May 2011
Aviva Investors March 2008 - September 2010
Target May 2007 - April 2008
Mass Financial Group May 2005 - August 2005
Northwestern Mutual Financial Network May 2004 - August 2004
Skills
Entrepreneurship, Start-ups, Marketing, Public Speaking, Online Marketing, Community Building, Strategy, Event Planning, Leadership, Product Marketing, Event Management, Management, Sales, Business Development, Business Planning, Product Development, Customer Service, Marketing Strategy, Business Strategy, Hustle, Strategic Planning, Strategic Partnerships, Marketing Communications, Marketing Management, Strategic Communications, New Business Development, Certified Scrum Master..., Public Relations
Education
Truman State University 2003 — 2007
Bachelor's of Business Administration, Marketing, Management
Victoria University of Wellington 2006 — 2006
Study Abroad
Paul C. Perez Paul C. Perez's Northwestern Mutual Financial Network Experience June 2011 - June 2013
Job Customer Account Manager at General Mills
Industry Consumer Goods
Experience
General Mills August 2013 - Present
Northwestern Mutual Financial Network June 2011 - June 2013
Credit-Wise Cats September 2012 - May 2013
Affinity Financial Group, LLC February 2011 - May 2011
The University of Phoenix June 2008 - September 2010
Skills
Public Speaking, Variable Annuities, Permanent Life Insurance, Strategic Financial..., Series 63, Series 6, Customer Service, Sales Management, Marketing, Event Management, Leadership, Sales, Management, Public Relations, Training, Social Networking, Entrepreneurship, Finance, Research, Investments
Education
University of Arizona, Eller College of Management 2008 — 2013
Bachelor of Science in Business Administration (BSBA), Marketing w/ minor in the Global Business Program, Senior
University of Arizona, School of Theatre, Film & Television 2008 — 2013
Minor, Theatre Arts, Senior
Universitat Autònoma de Barcelona, International Business 2011 — 2011
International Business
CEA Global Education 2010 — 2010
Business Ethics Program
Santa Rita High School 2004 — 2008
College Prep, 3.96
General Mills August 2013 - Present
Northwestern Mutual Financial Network June 2011 - June 2013
Credit-Wise Cats September 2012 - May 2013
Affinity Financial Group, LLC February 2011 - May 2011
The University of Phoenix June 2008 - September 2010
Skills
Public Speaking, Variable Annuities, Permanent Life Insurance, Strategic Financial..., Series 63, Series 6, Customer Service, Sales Management, Marketing, Event Management, Leadership, Sales, Management, Public Relations, Training, Social Networking, Entrepreneurship, Finance, Research, Investments
Education
University of Arizona, Eller College of Management 2008 — 2013
Bachelor of Science in Business Administration (BSBA), Marketing w/ minor in the Global Business Program, Senior
University of Arizona, School of Theatre, Film & Television 2008 — 2013
Minor, Theatre Arts, Senior
Universitat Autònoma de Barcelona, International Business 2011 — 2011
International Business
CEA Global Education 2010 — 2010
Business Ethics Program
Santa Rita High School 2004 — 2008
College Prep, 3.96
Nicholas Theccanat's Northwestern Mutual Financial Network Experience May 2010 - August 2010
Job Account Executive at Crenshaw Communications
Industry Public Relations and Communications
Experience
Crenshaw Communications February 2014 - Present
Cadence Communications July 2012 - January 2014
Smith Graham & Company May 2012 - July 2012
Boy With a Ball October 2011 - December 2011
Dancie Perugini Ware Public Relations May 2011 - August 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Smith Graham & Company June 2009 - August 2009
Skills
Public Relations, Media Relations, Strategic Communications, Early-stage Startups, Marketing, Venture Capital, New Business Development, Brand Management, Key Client Relationships, Social Media Marketing, Facebook, Social Media, Strategic Consulting, Market Research, Press Releases, CRM, Online Advertising, Nonprofits, Management, New Media, Salesforce.com, B2B, Mobile Phone Apps, Start-ups, Bylined Articles, Impact Investing
Education
Trinity University 2008 — 2012
Communication, General
Crenshaw Communications February 2014 - Present
Cadence Communications July 2012 - January 2014
Smith Graham & Company May 2012 - July 2012
Boy With a Ball October 2011 - December 2011
Dancie Perugini Ware Public Relations May 2011 - August 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Smith Graham & Company June 2009 - August 2009
Skills
Public Relations, Media Relations, Strategic Communications, Early-stage Startups, Marketing, Venture Capital, New Business Development, Brand Management, Key Client Relationships, Social Media Marketing, Facebook, Social Media, Strategic Consulting, Market Research, Press Releases, CRM, Online Advertising, Nonprofits, Management, New Media, Salesforce.com, B2B, Mobile Phone Apps, Start-ups, Bylined Articles, Impact Investing
Education
Trinity University 2008 — 2012
Communication, General
Jordan Becker Jordan Becker's Northwestern Mutual Financial Network Experience January 2008 - June 2008
Job Associate Risk Officer at Alerus Financial
Industry Investment Banking
Experience
Alerus Financial April 2015 - Present
North Dakota National Guard December 2007 - Present
Alerus Financial August 2013 - April 2015
University of North Dakota August 2012 - August 2013
North Dakota National Guard May 2009 - August 2011
Northwestern Mutual Financial Network January 2008 - June 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Stata, Budgets, Research, Teamwork, Training
Education
The University of North Dakota 2012 — 2014
Master of Business Administration (MBA)
The University of North Dakota 2005 — 2012
Bachelor of Business Administration (B.B.A.), Investments, Banking & Financial Economics
Alerus Financial April 2015 - Present
North Dakota National Guard December 2007 - Present
Alerus Financial August 2013 - April 2015
University of North Dakota August 2012 - August 2013
North Dakota National Guard May 2009 - August 2011
Northwestern Mutual Financial Network January 2008 - June 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Stata, Budgets, Research, Teamwork, Training
Education
The University of North Dakota 2012 — 2014
Master of Business Administration (MBA)
The University of North Dakota 2005 — 2012
Bachelor of Business Administration (B.B.A.), Investments, Banking & Financial Economics
Jenny Duong Jenny Duong's Northwestern Mutual Financial Network Experience January 2004 - March 2007
Job Enterprise Business Manager at CipherCloud
Industry Computer & Network Security
Experience
CipherCloud August 2014 - Present
Endace (Acquired by Emulex) June 2013 - July 2014
Check Point Software Technologies August 2011 - June 2013
Miceli Financial Partners/ MassMutual March 2007 - February 2011
Northwestern Mutual Financial Network January 2004 - March 2007
Skills
Investments, Securities, CRM, Management, Solution Selling, Insurance, Sales, B2B, Financial Services, Employee Benefits, Risk Management, Enterprise Software, New Business Development, Financial Advisory, Marketing, Finance, Investment Strategies, Life Insurance, Networking, Sales Management, Security, Sales Process, Opportunity..., Cloud Computing, Strategy, Leadership
Education
University of California, Davis 1997 — 1999
Sciences
CipherCloud August 2014 - Present
Endace (Acquired by Emulex) June 2013 - July 2014
Check Point Software Technologies August 2011 - June 2013
Miceli Financial Partners/ MassMutual March 2007 - February 2011
Northwestern Mutual Financial Network January 2004 - March 2007
Skills
Investments, Securities, CRM, Management, Solution Selling, Insurance, Sales, B2B, Financial Services, Employee Benefits, Risk Management, Enterprise Software, New Business Development, Financial Advisory, Marketing, Finance, Investment Strategies, Life Insurance, Networking, Sales Management, Security, Sales Process, Opportunity..., Cloud Computing, Strategy, Leadership
Education
University of California, Davis 1997 — 1999
Sciences
Lenore Rostoni, ChFC, CASL Lenore Rostoni, ChFC, CASL's Northwestern Mutual Financial Network Experience April 1981 - November 2013
Job President at Clock Retirement and Financial Consultants
Industry Financial Services
Experience
Clock Retirement and Financial Consultants November 2013 - Present
Northwestern Mutual Financial Network April 1981 - November 2013
Skills
Financial Advisory, Retirement Consulting, Asset Management, Insurance Planning, Retirement, Finance, Investments, Financial Planning, Estate Planning, Insurance, Wealth Management, Mutual Funds, Management, Fixed Annuities
Education
University of San Francisco 1978 — 1980
BS, Business and Psychology
University of California, Davis
Clock Retirement and Financial Consultants November 2013 - Present
Northwestern Mutual Financial Network April 1981 - November 2013
Skills
Financial Advisory, Retirement Consulting, Asset Management, Insurance Planning, Retirement, Finance, Investments, Financial Planning, Estate Planning, Insurance, Wealth Management, Mutual Funds, Management, Fixed Annuities
Education
University of San Francisco 1978 — 1980
BS, Business and Psychology
University of California, Davis
Jon Cunningham Jon Cunningham's Northwestern Mutual Financial Network Experience March 2007 - July 2011
Job Managing Member & Financial Consultant at Cunningham Financial Group LLC
Industry Investment Management
Experience
Cunningham Financial Group LLC August 2011 - Present
Northwestern Mutual Financial Network March 2007 - July 2011
Ameriprise Financial 2006 - 2007
Price Waterhouse Coopers 2005 - 2006
Skills
Finance, Management, Retirement, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Fixed Annuities, Wealth Management, Life Insurance, Disability Insurance, 401k, Risk Management, Securities, Customer Service, Financial Analysis, Long-term Care, Financial Planning
Education
University of Alabama at Birmingham 2006 — 2008
B.S., Finance & Quantitative Methods
Cunningham Financial Group LLC August 2011 - Present
Northwestern Mutual Financial Network March 2007 - July 2011
Ameriprise Financial 2006 - 2007
Price Waterhouse Coopers 2005 - 2006
Skills
Finance, Management, Retirement, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Fixed Annuities, Wealth Management, Life Insurance, Disability Insurance, 401k, Risk Management, Securities, Customer Service, Financial Analysis, Long-term Care, Financial Planning
Education
University of Alabama at Birmingham 2006 — 2008
B.S., Finance & Quantitative Methods
Jordan R. Smith's Northwestern Mutual Financial Network Experience March 2009 - August 2009
Job Tricon Energy
Industry Oil & Energy
Experience
Tricon Energy August 2011 - Present
The Boot Bar August 2008 - August 2011
Burkenroad Reports January 2011 - May 2011
Northwestern Mutual Financial Network March 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Energy, Financial Modeling, Valuation, Equities, Corporate Finance, Trading, Finance, Data Analysis, Economics, Microsoft Excel, Portfolio Management, Investments, Financial Analysis, Analysis, Management, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Masters, Finance-Energy Specialization
Tulane University - A.B. Freeman School of Business 2006 — 2010
Bachelor of Science in Management, Finance and Legal Business
Tricon Energy August 2011 - Present
The Boot Bar August 2008 - August 2011
Burkenroad Reports January 2011 - May 2011
Northwestern Mutual Financial Network March 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Energy, Financial Modeling, Valuation, Equities, Corporate Finance, Trading, Finance, Data Analysis, Economics, Microsoft Excel, Portfolio Management, Investments, Financial Analysis, Analysis, Management, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Masters, Finance-Energy Specialization
Tulane University - A.B. Freeman School of Business 2006 — 2010
Bachelor of Science in Management, Finance and Legal Business
Joe Robles's Northwestern Mutual Financial Network Experience July 2010 - June 2011
Job Loan Servicing Specialist at New American Funding
Industry Real Estate
Experience
New American Funding July 2015 - Present
Jules and Associates October 2014 - May 2015
The Wine Bistro, Dana Point April 2014 - September 2014
Brand Republic February 2014 - March 2014
Nationstar Mortgage December 2012 - September 2013
Santora’s Pizza, Subs & Wings March 2011 - November 2012
Consolidated Analytics, Inc. July 2012 - October 2012
Loan Depot September 2011 - February 2012
Northwestern Mutual Financial Network July 2010 - June 2011
West Coast Painting Inc October 2009 - January 2010
Skills
Investments, Mortgage Lending, Insurance, Real Estate, Financial Analysis, Referrals, Sales, Credit, Customer Service, 10 Key, First Time Home Buyers, Banking, Time Management
Education
University of California, Berkeley 2006 — 2010
American Studies, Business and Globalization, 3.0
Tesoro High School 2002 — 2006
New American Funding July 2015 - Present
Jules and Associates October 2014 - May 2015
The Wine Bistro, Dana Point April 2014 - September 2014
Brand Republic February 2014 - March 2014
Nationstar Mortgage December 2012 - September 2013
Santora’s Pizza, Subs & Wings March 2011 - November 2012
Consolidated Analytics, Inc. July 2012 - October 2012
Loan Depot September 2011 - February 2012
Northwestern Mutual Financial Network July 2010 - June 2011
West Coast Painting Inc October 2009 - January 2010
Skills
Investments, Mortgage Lending, Insurance, Real Estate, Financial Analysis, Referrals, Sales, Credit, Customer Service, 10 Key, First Time Home Buyers, Banking, Time Management
Education
University of California, Berkeley 2006 — 2010
American Studies, Business and Globalization, 3.0
Tesoro High School 2002 — 2006
Julieanne Akwari Julieanne Akwari's Northwestern Mutual Financial Network Experience June 2011 - August 2011
Job Business Valuation at Deloitte
Industry Financial Services
Experience
Deloitte July 2015 - Present
Deloitte October 2013 - July 2015
Foundation Communities January 2013 - April 2013
UTIMCO June 2012 - August 2012
Northwestern Mutual Financial Network June 2011 - August 2011
Kids R Kids June 2010 - August 2010
Skills
Financial Reporting, Accounting, Finance, Tax, Microsoft Office, Business Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Strategic Financial..., Microsoft Excel, Tax Returns, PowerPoint, Microsoft Word, Customer Service, Leadership, Investments, Portfolio Management, Valuation, Financial Planning
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Business Administration (BBA), Finance with a Minor in Accounting
The University of Texas at San Antonio 2009 — 2010
Business
Deloitte July 2015 - Present
Deloitte October 2013 - July 2015
Foundation Communities January 2013 - April 2013
UTIMCO June 2012 - August 2012
Northwestern Mutual Financial Network June 2011 - August 2011
Kids R Kids June 2010 - August 2010
Skills
Financial Reporting, Accounting, Finance, Tax, Microsoft Office, Business Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Strategic Financial..., Microsoft Excel, Tax Returns, PowerPoint, Microsoft Word, Customer Service, Leadership, Investments, Portfolio Management, Valuation, Financial Planning
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Business Administration (BBA), Finance with a Minor in Accounting
The University of Texas at San Antonio 2009 — 2010
Business
Katie Sanders Katie Sanders's Northwestern Mutual Financial Network Experience January 2008 - May 2009
Job Performance Improvement Consultant
Industry Insurance
Experience
BlueCross BlueShield of Tennessee January 2015 - Present
Rodan + Fields Dermatologists March 2014 - Present
Unum September 2014 - January 2015
SupportSeven May 2009 - July 2014
Boresha International 2011 - 2012
TraVerus Travel Network November 2007 - December 2010
Northwestern Mutual Financial Network January 2008 - May 2009
First Tennessee Bank November 2006 - January 2008
Goss Company Jewelers June 2006 - December 2006
Arbonne International 2004 - 2006
Skills
Management, Call Center, Policy, Financial Analysis, Proposal Writing, Strategic Planning, Human Resources, Leadership, Call Centers, Budgets, New Business Development, Leadership Development, Customer Service, Business Strategy, Time Management, Training, Team Building, Coaching, Operations Management, Project Planning, Account Management, Program Management, Recruiting, Employee Relations, Marketing, Customer Experience, Project Management, Sales Management, CRM, Budget Process, Process Improvement, Customer Satisfaction, Business Development, Strategy, Customer Retention, Networking, Workforce Management, Vendor Management, Administration, Team Leadership, Outsourcing, Telecommunications, Lead Generation, Salesforce.com, Executive Management, Finance, Inbound Marketing, Business Analysis, Telemarketing, Start-ups
Education
The University of Tennessee at Chattanooga 2004 — 2007
B.S., Business Administration: Human Resource Management
Pellissippi State 2003 — 2004
Nursing
Red Bank High School 1999 — 2003
High School Diploma, General Studies
BlueCross BlueShield of Tennessee January 2015 - Present
Rodan + Fields Dermatologists March 2014 - Present
Unum September 2014 - January 2015
SupportSeven May 2009 - July 2014
Boresha International 2011 - 2012
TraVerus Travel Network November 2007 - December 2010
Northwestern Mutual Financial Network January 2008 - May 2009
First Tennessee Bank November 2006 - January 2008
Goss Company Jewelers June 2006 - December 2006
Arbonne International 2004 - 2006
Skills
Management, Call Center, Policy, Financial Analysis, Proposal Writing, Strategic Planning, Human Resources, Leadership, Call Centers, Budgets, New Business Development, Leadership Development, Customer Service, Business Strategy, Time Management, Training, Team Building, Coaching, Operations Management, Project Planning, Account Management, Program Management, Recruiting, Employee Relations, Marketing, Customer Experience, Project Management, Sales Management, CRM, Budget Process, Process Improvement, Customer Satisfaction, Business Development, Strategy, Customer Retention, Networking, Workforce Management, Vendor Management, Administration, Team Leadership, Outsourcing, Telecommunications, Lead Generation, Salesforce.com, Executive Management, Finance, Inbound Marketing, Business Analysis, Telemarketing, Start-ups
Education
The University of Tennessee at Chattanooga 2004 — 2007
B.S., Business Administration: Human Resource Management
Pellissippi State 2003 — 2004
Nursing
Red Bank High School 1999 — 2003
High School Diploma, General Studies
Holly Stanford's Northwestern Mutual Financial Network Experience February 2010 - September 2010
Job Juris Doctor Candidate, University of Memphis Cecil C. Humphrey's School of Law
Industry Law Practice
Experience
Kemmons Wilson Companies May 2015 - Present
Educational Support Program, University of Memphis August 2014 - Present
University of Memphis May 2011 - August 2014
Alumni Association, University of Memphis August 2013 - May 2014
Conference Planning & Operations, University of Memphis September 2012 - August 2013
University of Memphis May 2011 - August 2011
Northwestern Mutual Financial Network February 2010 - September 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Social Media Marketing, Sales, Event Planning, Microsoft Office, Customer Service, Leadership, Editing, Recruiting, Customer Satisfaction, Management, Leadership Development, Social Networking, Public Speaking, Microsoft Word
Education
The University of Memphis—Cecil C. Humphreys School of Law 2014 — 2017
Doctor of Law (J.D.)
The University of Memphis 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
The University of Memphis 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Ridgeway High School 2004 — 2008
Kemmons Wilson Companies May 2015 - Present
Educational Support Program, University of Memphis August 2014 - Present
University of Memphis May 2011 - August 2014
Alumni Association, University of Memphis August 2013 - May 2014
Conference Planning & Operations, University of Memphis September 2012 - August 2013
University of Memphis May 2011 - August 2011
Northwestern Mutual Financial Network February 2010 - September 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Social Media Marketing, Sales, Event Planning, Microsoft Office, Customer Service, Leadership, Editing, Recruiting, Customer Satisfaction, Management, Leadership Development, Social Networking, Public Speaking, Microsoft Word
Education
The University of Memphis—Cecil C. Humphreys School of Law 2014 — 2017
Doctor of Law (J.D.)
The University of Memphis 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
The University of Memphis 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Ridgeway High School 2004 — 2008
Michael Incalcatera Michael Incalcatera's Northwestern Mutual Financial Network Experience May 2006 - March 2007
Job Treasury Services Associate 1 at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2012 - Present
Wells Fargo/Wachovia Treasury Management (through Robert Half International) January 2012 - May 2012
Wells Fargo/Wachovia Treasury Management (through Robert Half International) March 2011 - January 2012
Wells Fargo/Wachovia Treasury Management (through Robert Half International) May 2010 - March 2011
Robert Half International March 2010 - April 2010
Express Employment Professionals May 2007 - December 2009
Northwestern Mutual Financial Network May 2006 - March 2007
Medistar Billing Center (through OfficeTeam) February 2006 - April 2006
Parisian Department Stores January 2001 - December 2005
Skills
Customer Service, Call Center, Call Center Development, Personnel Recruiting, Retail, Answering Phones, Phone Skills, Temporary Staffing, Staffing Services, Staffing Industry, Internet Banking, Insurance, Microsoft Office, Interviewing, Employee Management, Employee Engagement, Industrial Sector, Interviews, Outlook
Education
University of New Haven 2006 — 2009
MBA, Human Resources Management
University of Alabama 2001 — 2005
Bachelor of Science, Commerce and Business Administration
Wells Fargo June 2012 - Present
Wells Fargo/Wachovia Treasury Management (through Robert Half International) January 2012 - May 2012
Wells Fargo/Wachovia Treasury Management (through Robert Half International) March 2011 - January 2012
Wells Fargo/Wachovia Treasury Management (through Robert Half International) May 2010 - March 2011
Robert Half International March 2010 - April 2010
Express Employment Professionals May 2007 - December 2009
Northwestern Mutual Financial Network May 2006 - March 2007
Medistar Billing Center (through OfficeTeam) February 2006 - April 2006
Parisian Department Stores January 2001 - December 2005
Skills
Customer Service, Call Center, Call Center Development, Personnel Recruiting, Retail, Answering Phones, Phone Skills, Temporary Staffing, Staffing Services, Staffing Industry, Internet Banking, Insurance, Microsoft Office, Interviewing, Employee Management, Employee Engagement, Industrial Sector, Interviews, Outlook
Education
University of New Haven 2006 — 2009
MBA, Human Resources Management
University of Alabama 2001 — 2005
Bachelor of Science, Commerce and Business Administration
Manivanh Chanprasith's Northwestern Mutual Financial Network Experience 2003 - 2004
Job Marketing & Events Manager, Outlets at Vicksburg/Craig Realty Group
Industry Marketing and Advertising
Experience
Outlets at Vicksburg September 2012 - Present
Freelance January 2007 - January 2012
The Vicksburg Post January 2009 - November 2011
Milly Magazine November 2007 - December 2008
New York Style Times June 2007 - October 2007
Morgan Stanley 2005 - 2006
Northwestern Mutual Financial Network 2003 - 2004
Skills
Public Relations, Research, Microsoft Excel, Microsoft Word, PowerPoint, Editing, Access, Photoshop, Mac OS X, Illustrator, Windows Vista, Fundraising, Non-profits, Event Management, Community Outreach, Facebook, Social Networking, OS X, Nonprofits, Social Media, Social Media Marketing, Marketing
Education
Mississippi College
MS, Communications
University of Arkansas at Fayetteville 1999 — 2003
BBA, Finance
Outlets at Vicksburg September 2012 - Present
Freelance January 2007 - January 2012
The Vicksburg Post January 2009 - November 2011
Milly Magazine November 2007 - December 2008
New York Style Times June 2007 - October 2007
Morgan Stanley 2005 - 2006
Northwestern Mutual Financial Network 2003 - 2004
Skills
Public Relations, Research, Microsoft Excel, Microsoft Word, PowerPoint, Editing, Access, Photoshop, Mac OS X, Illustrator, Windows Vista, Fundraising, Non-profits, Event Management, Community Outreach, Facebook, Social Networking, OS X, Nonprofits, Social Media, Social Media Marketing, Marketing
Education
Mississippi College
MS, Communications
University of Arkansas at Fayetteville 1999 — 2003
BBA, Finance
Thomas Kosik Thomas Kosik's Northwestern Mutual Financial Network Experience June 2000 - October 2001
Job Business Development / Account Executive with ARDERA
Industry Information Technology and Services
Experience
ARDERA Technologies and Solutions, LLC October 2001 - Present
Northwestern Mutual Financial Network June 2000 - October 2001
Clear Channel Radio April 1998 - April 2000
Skills
Data Center, Management, Data Storage..., Business Development, High Performance..., Green Technology, Green Infrastructure, Server Architecture, Virtualization, Disaster Recovery, SAN, NAS, Storage, Servers, Enterprise Software, Cloud Computing, VMware, Leadership, Microsoft Exchange, Storage Solutions, Solution Selling, VoIP, Storage Virtualization, Cisco Technologies, Managed Services, SaaS, Storage Area Networks, Professional Services, Enterprise Storage, HP, VDI
Education
The University of Tennessee at Chattanooga 1995 — 1998
Marketing
University of North Carolina at Charlotte 1991 — 1992
ARDERA Technologies and Solutions, LLC October 2001 - Present
Northwestern Mutual Financial Network June 2000 - October 2001
Clear Channel Radio April 1998 - April 2000
Skills
Data Center, Management, Data Storage..., Business Development, High Performance..., Green Technology, Green Infrastructure, Server Architecture, Virtualization, Disaster Recovery, SAN, NAS, Storage, Servers, Enterprise Software, Cloud Computing, VMware, Leadership, Microsoft Exchange, Storage Solutions, Solution Selling, VoIP, Storage Virtualization, Cisco Technologies, Managed Services, SaaS, Storage Area Networks, Professional Services, Enterprise Storage, HP, VDI
Education
The University of Tennessee at Chattanooga 1995 — 1998
Marketing
University of North Carolina at Charlotte 1991 — 1992
Rhonda A. Rothman, CLU Rhonda A. Rothman, CLU's Northwestern Mutual Financial Network Experience July 1992 - Present
Job Financial Representative at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual Financial Network July 1992 - Present
Skills
Long Term Care Insurance, Disability Insurance, Education Funding, Wealth Accumulation, Fixed Annuities, Life Insurance, Retirement Planning, Strategic Planning, Long-term Care, Key Person Insurance, Retirement, IRAs, Series 6, Series 63, Health Insurance, Financial Advisory, 401k Rollovers, 401k, Mutual Funds, Roth IRA, 529 Plans, College Savings Plans, Variable Annuities, Estate Planning
Education
University of Maryland College Park 1985 — 1987
Bachelor of Science, Journalism
University of Alabama 1984 — 1985
Bachelor of Science, Communications
Heards Ferry
Riverwood High School
Northwestern Mutual Financial Network July 1992 - Present
Skills
Long Term Care Insurance, Disability Insurance, Education Funding, Wealth Accumulation, Fixed Annuities, Life Insurance, Retirement Planning, Strategic Planning, Long-term Care, Key Person Insurance, Retirement, IRAs, Series 6, Series 63, Health Insurance, Financial Advisory, 401k Rollovers, 401k, Mutual Funds, Roth IRA, 529 Plans, College Savings Plans, Variable Annuities, Estate Planning
Education
University of Maryland College Park 1985 — 1987
Bachelor of Science, Journalism
University of Alabama 1984 — 1985
Bachelor of Science, Communications
Heards Ferry
Riverwood High School
Michael Wegge Michael Wegge's Northwestern Mutual Financial Network Experience September 2002 - January 2012
Job Wealth Management Advisor at TIAA CREF
Industry Financial Services
Experience
Los Angeles Estate Planning Council May 2015 - Present
TIAA-CREF September 2014 - Present
Capstone Partners Financial and Insurance Services, LLC January 2012 - October 2014
Northwestern Mutual Financial Network September 2002 - January 2012
AAA Southern California June 1995 - August 2002
Skills
Strategic Financial..., Estate Planning, Insurance, Retirement, Tax, Portfolio Management, Employee Benefits, Finance, Investments, Financial Analysis, Fixed Annuities, Mutual Funds, Financial Advisory, Life Insurance, Series 7, Alternative Investments, IRAs, Wealth Management, 401k, Analysis, Asset Management, Series 63, Investment Advisory, Long-term Care, Small Business, Equities, Asset Allocation, Risk Management, Securities, Disability Insurance, Wealth Accumulation, Private Equity, Membership Director, Los Angeles Estate..., Raising awareness of..., Financial Planning, Wealth, Hedge Funds, Fixed Income, Retirement Planning, Financial Planners, Mortgage Lending, Loans, Business
Education
University of Southern California 1989 — 1993
Bachelor of Arts
University of California, Berkeley 1987 — 1989
Polytechnic 1983 — 1987
High School Diploma
Los Angeles Estate Planning Council May 2015 - Present
TIAA-CREF September 2014 - Present
Capstone Partners Financial and Insurance Services, LLC January 2012 - October 2014
Northwestern Mutual Financial Network September 2002 - January 2012
AAA Southern California June 1995 - August 2002
Skills
Strategic Financial..., Estate Planning, Insurance, Retirement, Tax, Portfolio Management, Employee Benefits, Finance, Investments, Financial Analysis, Fixed Annuities, Mutual Funds, Financial Advisory, Life Insurance, Series 7, Alternative Investments, IRAs, Wealth Management, 401k, Analysis, Asset Management, Series 63, Investment Advisory, Long-term Care, Small Business, Equities, Asset Allocation, Risk Management, Securities, Disability Insurance, Wealth Accumulation, Private Equity, Membership Director, Los Angeles Estate..., Raising awareness of..., Financial Planning, Wealth, Hedge Funds, Fixed Income, Retirement Planning, Financial Planners, Mortgage Lending, Loans, Business
Education
University of Southern California 1989 — 1993
Bachelor of Arts
University of California, Berkeley 1987 — 1989
Polytechnic 1983 — 1987
High School Diploma
Zackary Rice's Northwestern Mutual Financial Network Experience January 2012 - July 2012
Job Logistics Consultant at Echo Global Logistics
Industry Financial Services
Experience
Echo Global Logistics April 2015 - Present
Cavalry Logistics September 2013 - March 2015
Cavalry Logistics February 2013 - September 2013
Northwestern Mutual August 2012 - December 2012
Northwestern Mutual Financial Network January 2012 - July 2012
Cavett & Abbott, PLLC. November 2011 - January 2012
Academy Sports + Outdoors June 2010 - September 2011
Skills
Sales, Finance, Insurance, Disability Insurance, Long Term Care Insurance, Licensed Life Insurance..., Strategic Financial..., Financial Analysis, Life Insurance, Retirement Planning, Term Life Insurance, Microsoft Word, Microsoft Excel, PowerPoint, Financial Planners, Asset Allocation, Health Insurance, Long-term Care, Contract Negotiation, Relationship Building
Education
The University of Tennessee at Chattanooga 2010 — 2012
BS, Finance
Echo Global Logistics April 2015 - Present
Cavalry Logistics September 2013 - March 2015
Cavalry Logistics February 2013 - September 2013
Northwestern Mutual August 2012 - December 2012
Northwestern Mutual Financial Network January 2012 - July 2012
Cavett & Abbott, PLLC. November 2011 - January 2012
Academy Sports + Outdoors June 2010 - September 2011
Skills
Sales, Finance, Insurance, Disability Insurance, Long Term Care Insurance, Licensed Life Insurance..., Strategic Financial..., Financial Analysis, Life Insurance, Retirement Planning, Term Life Insurance, Microsoft Word, Microsoft Excel, PowerPoint, Financial Planners, Asset Allocation, Health Insurance, Long-term Care, Contract Negotiation, Relationship Building
Education
The University of Tennessee at Chattanooga 2010 — 2012
BS, Finance
Brad Herrera's Northwestern Mutual Financial Network Experience April 2011 - December 2012
Job Financial Services Representative at State Farm
Industry Insurance
Experience
State Farm March 2013 - Present
Northwestern Mutual Financial Network April 2011 - December 2012
Skills
Life Insurance, Property & Casualty..., Risk Management, Banking, Marketing, Finance, Social Networking, Public Speaking
Education
University of Southern Mississippi 2006 — 2011
BSBA, International Business
State Farm March 2013 - Present
Northwestern Mutual Financial Network April 2011 - December 2012
Skills
Life Insurance, Property & Casualty..., Risk Management, Banking, Marketing, Finance, Social Networking, Public Speaking
Education
University of Southern Mississippi 2006 — 2011
BSBA, International Business
Reagan Clemensen's Northwestern Mutual Financial Network Experience May 2005 - September 2006
Job Profile Operations Manager at Profile by Sanford
Industry Marketing and Advertising
Experience
Profile by Sanford June 2014 - Present
Sanford Health July 2013 - May 2014
National Value Assurance, LLC September 2010 - December 2012
Vision Video Interactive March 2010 - September 2010
SDGolfTV.com March 2010 - September 2010
Northwestern Mutual Financial Network May 2005 - September 2006
Skills
Advertising, Marketing Strategy, Social Media Marketing, Marketing, Social Media, Strategic Planning, Sales, Business Development, Email Marketing, Leadership, Account Management, Sales Management, New Business Development, Market Research, Online Marketing, Marketing Communications, Public Relations, Online Advertising
Education
The University of South Dakota 2003 — 2007
Bachelor of Business Administration, Finance; Special studies in International Business
Profile by Sanford June 2014 - Present
Sanford Health July 2013 - May 2014
National Value Assurance, LLC September 2010 - December 2012
Vision Video Interactive March 2010 - September 2010
SDGolfTV.com March 2010 - September 2010
Northwestern Mutual Financial Network May 2005 - September 2006
Skills
Advertising, Marketing Strategy, Social Media Marketing, Marketing, Social Media, Strategic Planning, Sales, Business Development, Email Marketing, Leadership, Account Management, Sales Management, New Business Development, Market Research, Online Marketing, Marketing Communications, Public Relations, Online Advertising
Education
The University of South Dakota 2003 — 2007
Bachelor of Business Administration, Finance; Special studies in International Business
Erin Mathews Erin Mathews's Northwestern Mutual Financial Network Experience October 2012 - January 2014
Job Planned Giving Specialist
Industry Philanthropy
Experience
Catholic Relief Services March 2014 - Present
Northwestern Mutual Financial Network October 2012 - January 2014
Retriever Aquatic Club/Maryland Masters September 2009 - August 2013
First Investors Corporation October 2011 - September 2012
Skills
Life Insurance, Investments, Term Life Insurance, Retirement Savings, Business Planning, Tax, Community Outreach, Estate Planning, Strategic Financial..., Insurance
Education
University of Baltimore School of Law 2008 — 2011
Doctor of Law (J.D.), Estate Planning
University of Maryland Baltimore County 2004 — 2008
Bachelor's degree, Political Science and Government and American Studies
Catholic Relief Services March 2014 - Present
Northwestern Mutual Financial Network October 2012 - January 2014
Retriever Aquatic Club/Maryland Masters September 2009 - August 2013
First Investors Corporation October 2011 - September 2012
Skills
Life Insurance, Investments, Term Life Insurance, Retirement Savings, Business Planning, Tax, Community Outreach, Estate Planning, Strategic Financial..., Insurance
Education
University of Baltimore School of Law 2008 — 2011
Doctor of Law (J.D.), Estate Planning
University of Maryland Baltimore County 2004 — 2008
Bachelor's degree, Political Science and Government and American Studies
Charlene R Heaston's Northwestern Mutual Financial Network Experience June 2001 - October 2002
Job Health and Safety Instructor / PartTime at American Red Cross
Industry Nonprofit Organization Management
Experience
Denver Public Schools November 2014 - Present
American Red Cross April 2014 - Present
Nordstrom June 2010 - September 2013
Arapahoe Community College January 2010 - May 2010
Bellco Credit Union January 2009 - January 2010
Interlude Home Inc April 2007 - January 2008
Coastal Classics LLC January 2006 - March 2007
Rise Learning Center October 2002 - December 2005
Northwestern Mutual Financial Network June 2001 - October 2002
Front Range Community College June 2000 - April 2001
Skills
Sales, Retail, Customer Service, Nonprofits, Fundraising, Microsoft Office, PowerPoint, Management, Editing, Analysis, Teaching, Public Speaking, Marketing, Strategic Planning, Social Media Marketing, Microsoft Word, Event Planning, Data Analysis, Customer Retention, Creative Problem Solving, Bookkeeping
Education
University of Alabama at Birmingham 1997 — 1998
MS, Vision Science
University of Alabama at Birmingham 1995 — 1997
BS, Psychology / Biology Minor
Denver Public Schools November 2014 - Present
American Red Cross April 2014 - Present
Nordstrom June 2010 - September 2013
Arapahoe Community College January 2010 - May 2010
Bellco Credit Union January 2009 - January 2010
Interlude Home Inc April 2007 - January 2008
Coastal Classics LLC January 2006 - March 2007
Rise Learning Center October 2002 - December 2005
Northwestern Mutual Financial Network June 2001 - October 2002
Front Range Community College June 2000 - April 2001
Skills
Sales, Retail, Customer Service, Nonprofits, Fundraising, Microsoft Office, PowerPoint, Management, Editing, Analysis, Teaching, Public Speaking, Marketing, Strategic Planning, Social Media Marketing, Microsoft Word, Event Planning, Data Analysis, Customer Retention, Creative Problem Solving, Bookkeeping
Education
University of Alabama at Birmingham 1997 — 1998
MS, Vision Science
University of Alabama at Birmingham 1995 — 1997
BS, Psychology / Biology Minor
Kelly Birdsell's Northwestern Mutual Financial Network Experience May 2006 - July 2006
Job Product Manager at Astellas Pharmaceuticals
Industry Marketing and Advertising
Experience
Astellas Pharma November 2013 - Present
The CementBloc April 2013 - November 2013
Digitas Health January 2012 - April 2013
Intouch Solutions March 2011 - December 2011
Intouch Solutions March 2009 - March 2011
Intouch Solutions June 2007 - March 2009
American Academy of Family Physicians May 2006 - July 2006
Northwestern Mutual Financial Network May 2006 - July 2006
American Academy of Family Physicians May 2006 - July 2006
BKAssets.com, LLC May 2003 - December 2005
Skills
Interactive Marketing, Digital Marketing, Integrated Marketing, Email Marketing, Omniture, Social Media Marketing, Digital Strategy, Advertising, SEM, Online Advertising, Social Media, Marketing Strategy, Web Analytics, PPC, Marketing Communications, Strategy
Education
University of Kansas 2003 — 2007
Bachelor of Science, Marketing
Xavier College Preparatory 1999 — 2003
Astellas Pharma November 2013 - Present
The CementBloc April 2013 - November 2013
Digitas Health January 2012 - April 2013
Intouch Solutions March 2011 - December 2011
Intouch Solutions March 2009 - March 2011
Intouch Solutions June 2007 - March 2009
American Academy of Family Physicians May 2006 - July 2006
Northwestern Mutual Financial Network May 2006 - July 2006
American Academy of Family Physicians May 2006 - July 2006
BKAssets.com, LLC May 2003 - December 2005
Skills
Interactive Marketing, Digital Marketing, Integrated Marketing, Email Marketing, Omniture, Social Media Marketing, Digital Strategy, Advertising, SEM, Online Advertising, Social Media, Marketing Strategy, Web Analytics, PPC, Marketing Communications, Strategy
Education
University of Kansas 2003 — 2007
Bachelor of Science, Marketing
Xavier College Preparatory 1999 — 2003
H. Alan Bedell H. Alan Bedell's Northwestern Mutual Financial Network Experience January 2008 - January 2012
Job Integris Solutions Group
Industry Computer Hardware
Experience
Bedell Retirement Group 2012 - 2013
Northwestern Mutual Financial Network January 2008 - January 2012
Skills
Estate Planning, Financial Planning, Extended Care Specialist, Strategic Financial...
Education
University of Arizona 1972 — 1976
B.S. Business
St.Christopher's School
Bedell Retirement Group 2012 - 2013
Northwestern Mutual Financial Network January 2008 - January 2012
Skills
Estate Planning, Financial Planning, Extended Care Specialist, Strategic Financial...
Education
University of Arizona 1972 — 1976
B.S. Business
St.Christopher's School
Dale Meltzer, CLU, ChFC, CASL, RHU, CLTC Dale Meltzer, CLU, ChFC, CASL, RHU, CLTC's Northwestern Mutual Financial Network Experience March 1986 - Present
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network March 1986 - Present
Eastern Uniform Rental January 1983 - December 1985
Education
Kimball Union Academy
Tufts University
Northwestern Mutual Financial Network March 1986 - Present
Eastern Uniform Rental January 1983 - December 1985
Education
Kimball Union Academy
Tufts University
Galio Gurdian, CFP®'s Northwestern Mutual Financial Network Experience January 2007 - Present
Job Assosiate Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 2007 - Present
Education
Towson University 2002 — 2006
Bachelor's degree, Economics
Northwestern Mutual Financial Network January 2007 - Present
Education
Towson University 2002 — 2006
Bachelor's degree, Economics
Glenn McCracken Glenn McCracken's Northwestern Mutual Financial Network Experience February 2012 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network February 2012 - Present
Ozark Guidance Center January 2011 - May 2012
Office of the Dean of Students May 2010 - May 2012
University of Arkansas June 2009 - September 2009
Boys and Girls Club May 2008 - August 2008
Boys and Girls Club August 2005 - August 2008
Jones Center January 2007 - May 2008
Boys and Girls Club January 2008 - April 2008
Skills
Public Speaking, Sales, Building Relationships, Microsoft Office, Cheerleading, Corrective Exercise, Exceptional Listener, Action Oriented, Career Assessment, Mental Health Counseling, Student Counseling, Career Counseling, Grief Counseling, Diversity Training, Leadership Development
Education
University of Arkansas
Masters of Science, Clinical Mental Health Counseling
University of Arkansas
Bachelors of Science, Education; Recreation; Leadership and Health
Northwestern Mutual Financial Network February 2012 - Present
Ozark Guidance Center January 2011 - May 2012
Office of the Dean of Students May 2010 - May 2012
University of Arkansas June 2009 - September 2009
Boys and Girls Club May 2008 - August 2008
Boys and Girls Club August 2005 - August 2008
Jones Center January 2007 - May 2008
Boys and Girls Club January 2008 - April 2008
Skills
Public Speaking, Sales, Building Relationships, Microsoft Office, Cheerleading, Corrective Exercise, Exceptional Listener, Action Oriented, Career Assessment, Mental Health Counseling, Student Counseling, Career Counseling, Grief Counseling, Diversity Training, Leadership Development
Education
University of Arkansas
Masters of Science, Clinical Mental Health Counseling
University of Arkansas
Bachelors of Science, Education; Recreation; Leadership and Health
Don Robinson, CLU Don Robinson, CLU's Northwestern Mutual Financial Network Experience December 1986 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network December 1986 - Present
Education
University of Southern Mississippi
Liberal Education
Northwestern Mutual Financial Network December 1986 - Present
Education
University of Southern Mississippi
Liberal Education
Ashley Hamblin's Northwestern Mutual Financial Network Experience January 2008 - September 2008
Job Financial Services Specialist at Regions Financial Corporation
Industry Banking
Experience
Allstate July 2014 - Present
Regions Financial Corporation December 2012 - July 2014
State Farm Agent Michael O'Neal's office October 2008 - December 2012
Northwestern Mutual Financial Network January 2008 - September 2008
McEvoy Insurance January 2007 - December 2007
Greg Heintz State Farm Agency August 2006 - December 2006
Skills
Insurance, Disability Insurance, Life Insurance, Property & Casualty..., Underwriting, General Insurance, Sales, Customer Service, Employee Benefits, Investments, Umbrella Insurance, Marketing, Term Life Insurance, Strategic Planning, Coaching, Team Building, Microsoft Excel, Financial Services, Budgets, Risk Management, Casualty, Retirement Planning, Loans, Banking, Finance, Credit, Sales Management, Cold Calling, Legal Liability, Leadership
Education
Troy University 2012 — 2014
Bachelors in Science, Business Admin - Human Resource Management, Junior
Herkimer County Community College 2003 — 2005
Associates, Business
Allstate July 2014 - Present
Regions Financial Corporation December 2012 - July 2014
State Farm Agent Michael O'Neal's office October 2008 - December 2012
Northwestern Mutual Financial Network January 2008 - September 2008
McEvoy Insurance January 2007 - December 2007
Greg Heintz State Farm Agency August 2006 - December 2006
Skills
Insurance, Disability Insurance, Life Insurance, Property & Casualty..., Underwriting, General Insurance, Sales, Customer Service, Employee Benefits, Investments, Umbrella Insurance, Marketing, Term Life Insurance, Strategic Planning, Coaching, Team Building, Microsoft Excel, Financial Services, Budgets, Risk Management, Casualty, Retirement Planning, Loans, Banking, Finance, Credit, Sales Management, Cold Calling, Legal Liability, Leadership
Education
Troy University 2012 — 2014
Bachelors in Science, Business Admin - Human Resource Management, Junior
Herkimer County Community College 2003 — 2005
Associates, Business
Victoria Goellner Victoria Goellner's Northwestern Mutual Financial Network Experience 2006 - 2008
Job Sharing the best kept secret in the small business community with entrepreneurs.
Industry Staffing and Recruiting
Experience
State Farm Insurance January 2008 - Present
Northwestern Mutual Financial Network 2006 - 2008
Merrill Lynch 2005 - 2006
Education
The University of Texas at Dallas 2000 — 2005
Bachelor’s Degree, Finance, General, 3.75
State Farm Insurance January 2008 - Present
Northwestern Mutual Financial Network 2006 - 2008
Merrill Lynch 2005 - 2006
Education
The University of Texas at Dallas 2000 — 2005
Bachelor’s Degree, Finance, General, 3.75
Melinda Berlant Gurman's Northwestern Mutual Financial Network Experience March 2004 - October 2008
Job Executive Assistant and Office Manager at SmartOrg, Inc.
Industry Computer Software
Experience
SmartOrg, Inc. November 2009 - Present
Gadzo Law Firm August 2009 - November 2009
Dottie Yourtz Catering March 2008 - November 2009
Northwestern Mutual Financial Network March 2004 - October 2008
Versant Object Technology 1991 - 1991
Jasmine Technologies 1989 - 1990
California Society of CPAs/CalCPA Education Foundation 1986 - 1989
Word Processors Personnel Service 1985 - 1986
Dictaphone Corporation 1984 - 1985
State Farm Insurance 1983 - 1984
Skills
Customer Service, Program Management, Marketing, Databases, Project Management, Strategic Planning, Business Development, Team Leadership, Social Media, Salesforce.com, Strategic Partnerships, Public Speaking, Event Planning, Sales, Research, Event Management, Management, Marketing Communications, Social Networking, Lead Generation, Human Resources, Budgets, Critical Thinking, Account Management
Education
University of California, Davis 1979 — 1983
BA, Rhetoric
Pioneer High School, San Jose, CA 1976 — 1979
SmartOrg, Inc. November 2009 - Present
Gadzo Law Firm August 2009 - November 2009
Dottie Yourtz Catering March 2008 - November 2009
Northwestern Mutual Financial Network March 2004 - October 2008
Versant Object Technology 1991 - 1991
Jasmine Technologies 1989 - 1990
California Society of CPAs/CalCPA Education Foundation 1986 - 1989
Word Processors Personnel Service 1985 - 1986
Dictaphone Corporation 1984 - 1985
State Farm Insurance 1983 - 1984
Skills
Customer Service, Program Management, Marketing, Databases, Project Management, Strategic Planning, Business Development, Team Leadership, Social Media, Salesforce.com, Strategic Partnerships, Public Speaking, Event Planning, Sales, Research, Event Management, Management, Marketing Communications, Social Networking, Lead Generation, Human Resources, Budgets, Critical Thinking, Account Management
Education
University of California, Davis 1979 — 1983
BA, Rhetoric
Pioneer High School, San Jose, CA 1976 — 1979
Doug Cooper Jr. Doug Cooper Jr.'s Northwestern Mutual Financial Network Experience January 2012 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 2012 - Present
Cooper & Associates Legal Video Services, Inc. January 2005 - January 2012
LegaLink March 2003 - December 2004
Skills
Strategic Financial..., Financial Analysis, Retirement Planning
Education
University of Alabama at Birmingham
BS, Management Information Systems
Mtn. Brook
Highlands Day
Northwestern Mutual Financial Network January 2012 - Present
Cooper & Associates Legal Video Services, Inc. January 2005 - January 2012
LegaLink March 2003 - December 2004
Skills
Strategic Financial..., Financial Analysis, Retirement Planning
Education
University of Alabama at Birmingham
BS, Management Information Systems
Mtn. Brook
Highlands Day
Christopher Serino Christopher Serino's Northwestern Mutual Financial Network Experience January 2011 - May 2011
Job Loan Servicing Specialist 3 at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Briar Patch Real Estate May 1986 - Present
Wells Fargo Home Mortgage - Aerotek June 2012 - April 2013
Northwestern Mutual Financial Network January 2011 - May 2011
Mass Mutual Financial Services February 2010 - April 2010
Newburgh Town Court October 2006 - November 2007
State of New York Office of Court Administration October 1998 - November 2007
NYS Office of Court Administration December 1998 - October 1999
Hudson United Bank January 1981 - December 1998
Poughkeepsie Savings Bank 1981 - 1998
Skills
Business, Call Center, Fixed Annuities, Disability Insurance, Insurance, Mortgage Lending, Finance, Banking, Real Estate, Loans, Life Insurance, Long-term Care, Retirement Planning, Investments, First Time Home Buyers, Negotiation, Sales, Customer Service, Investment Properties, Management, Risk Management, FHA, Call Centers, Referrals
Education
SOUTHERN VERMONT COLLEGE 1983 — 1987
B.S, Business Management
Southern Vermont College 1983 — 1986
Bachelor of Science, Business Management
University of Bridgeport 1981 — 1983
business management
Wells Fargo April 2013 - Present
Briar Patch Real Estate May 1986 - Present
Wells Fargo Home Mortgage - Aerotek June 2012 - April 2013
Northwestern Mutual Financial Network January 2011 - May 2011
Mass Mutual Financial Services February 2010 - April 2010
Newburgh Town Court October 2006 - November 2007
State of New York Office of Court Administration October 1998 - November 2007
NYS Office of Court Administration December 1998 - October 1999
Hudson United Bank January 1981 - December 1998
Poughkeepsie Savings Bank 1981 - 1998
Skills
Business, Call Center, Fixed Annuities, Disability Insurance, Insurance, Mortgage Lending, Finance, Banking, Real Estate, Loans, Life Insurance, Long-term Care, Retirement Planning, Investments, First Time Home Buyers, Negotiation, Sales, Customer Service, Investment Properties, Management, Risk Management, FHA, Call Centers, Referrals
Education
SOUTHERN VERMONT COLLEGE 1983 — 1987
B.S, Business Management
Southern Vermont College 1983 — 1986
Bachelor of Science, Business Management
University of Bridgeport 1981 — 1983
business management
Mark Lovoy Mark Lovoy's Northwestern Mutual Financial Network Experience February 2010 - May 2011
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Tetrad Asset Management August 2012 - March 2013
Merrill Lynch May 2011 - September 2012
Northwestern Mutual Financial Network February 2010 - May 2011
First Commercial Bank August 2007 - March 2010
Skills
Strategic Financial..., Wealth Management
Education
The University of Southern Mississippi 2000 — 2006
BS, Bus Admin
Saint Bernard
Charles Schwab April 2013 - Present
Tetrad Asset Management August 2012 - March 2013
Merrill Lynch May 2011 - September 2012
Northwestern Mutual Financial Network February 2010 - May 2011
First Commercial Bank August 2007 - March 2010
Skills
Strategic Financial..., Wealth Management
Education
The University of Southern Mississippi 2000 — 2006
BS, Bus Admin
Saint Bernard
Maurice P. Andrien Maurice P. Andrien's Northwestern Mutual Financial Network Experience 2009 - January 2012
Job Principal at Professional Business Insurers, LLC
Industry Financial Services
Experience
Professional Business Insurers,LLC (PBI) August 2013 - Present
United Healthcare 2011 - Present
Northwestern Mutual Financial Network 2009 - January 2012
NAHU 2008 - 2012
Hub International March 2006 - February 2009
eBenefits Group, LLC 1999 - 2006
DJT Insurance 1996 - 1999
US Army 1986 - 1996
Mass Mutual Insurance 1993 - 1995
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Sales Management, Long-term Care, Retirement Planning, Retirement, Life Insurance, Health Savings Accounts, Brokers, Medicare, Executive Management, Leadership, Team Building, Underwriting, Fixed Annuities, 401k
Education
The University of Connecticut 1988 — 1990
Finance
Trinity University 1984 — 1986
Political Science
Professional Business Insurers,LLC (PBI) August 2013 - Present
United Healthcare 2011 - Present
Northwestern Mutual Financial Network 2009 - January 2012
NAHU 2008 - 2012
Hub International March 2006 - February 2009
eBenefits Group, LLC 1999 - 2006
DJT Insurance 1996 - 1999
US Army 1986 - 1996
Mass Mutual Insurance 1993 - 1995
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Sales Management, Long-term Care, Retirement Planning, Retirement, Life Insurance, Health Savings Accounts, Brokers, Medicare, Executive Management, Leadership, Team Building, Underwriting, Fixed Annuities, 401k
Education
The University of Connecticut 1988 — 1990
Finance
Trinity University 1984 — 1986
Political Science
Sean Pickering Sean Pickering's Northwestern Mutual Financial Network Experience December 2003 - July 2005
Job Retirement Plan Sales Representative
Industry Financial Services
Experience
Principal Financial Group May 2015 - Present
Principal Financial Group September 2007 - April 2015
AIG VALIC January 2005 - September 2007
Northwestern Mutual Financial Network December 2003 - July 2005
HSBC Auto Finance June 2003 - December 2003
AmeriCredit Financial Services, Inc November 1998 - May 2003
Overseas Military Sales Group, Inc January 1993 - January 1998
Skills
Retirement Planning, 401k, Pensions, Financial Planning
Education
University at Albany, SUNY
Chemistry
Principal Financial Group May 2015 - Present
Principal Financial Group September 2007 - April 2015
AIG VALIC January 2005 - September 2007
Northwestern Mutual Financial Network December 2003 - July 2005
HSBC Auto Finance June 2003 - December 2003
AmeriCredit Financial Services, Inc November 1998 - May 2003
Overseas Military Sales Group, Inc January 1993 - January 1998
Skills
Retirement Planning, 401k, Pensions, Financial Planning
Education
University at Albany, SUNY
Chemistry
Mike C. Hayashi Mike C. Hayashi's Northwestern Mutual Financial Network Experience May 2003 - May 2005
Job Manager | IT Risk & Assurance | Ernst & Young, LLP
Industry Information Technology and Services
Experience
Ernst & Young, LLP July 2005 - Present
UC Berkeley Information Technology September 2003 - May 2005
Northwestern Mutual Financial Network May 2003 - May 2005
Wells Fargo Advisors, LLC May 2004 - September 2004
Vector Marketing (Cutco Cutlery) September 1999 - October 2002
Education
University of California, Berkeley 2001 — 2005
Undergraduate, Economics & Business Administration (Accounting Emphasis)
Ernst & Young, LLP July 2005 - Present
UC Berkeley Information Technology September 2003 - May 2005
Northwestern Mutual Financial Network May 2003 - May 2005
Wells Fargo Advisors, LLC May 2004 - September 2004
Vector Marketing (Cutco Cutlery) September 1999 - October 2002
Education
University of California, Berkeley 2001 — 2005
Undergraduate, Economics & Business Administration (Accounting Emphasis)
Stephen Bundy's Northwestern Mutual Financial Network Experience June 1989 - Present
Job Financial Advisor at NMFN
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 1989 - Present
Skills
Retirement, Fixed Annuities, Retirement Planning, Wealth Management
Education
University of California, Berkeley 1970 — 1977
B.S., Conservation of Natural Resources
Northwestern Mutual Financial Network June 1989 - Present
Skills
Retirement, Fixed Annuities, Retirement Planning, Wealth Management
Education
University of California, Berkeley 1970 — 1977
B.S., Conservation of Natural Resources
Peter Rosaschi, CLU, ChFC Peter Rosaschi, CLU, ChFC's Northwestern Mutual Financial Network Experience August 1996 - June 2012
Job Head Coach, Mens Lacrosse at Franciscan University of Steubenville
Industry Sports
Experience
Franciscan University of Steubenville July 2012 - Present
Northwestern Mutual Financial Network August 1996 - June 2012
Napa Auto Parts October 1989 - December 1996
Various Companies June 1984 - July 1989
Skills
Strategic Financial..., Insurance, Life Insurance, Personal Finance, Retirement Planning, Investments, Financial Analysis, Risk Management, Wealth Management, Strategic Planning, Estate Planning, Leadership, Financial Modeling, Finance, Asset Management
Education
Long Island UIniversity @ USMA 1987 — 1989
MBA, Finance
United States Merchant Marine Academy 1980 — 1984
BS, Marine Enginering
Franciscan University of Steubenville July 2012 - Present
Northwestern Mutual Financial Network August 1996 - June 2012
Napa Auto Parts October 1989 - December 1996
Various Companies June 1984 - July 1989
Skills
Strategic Financial..., Insurance, Life Insurance, Personal Finance, Retirement Planning, Investments, Financial Analysis, Risk Management, Wealth Management, Strategic Planning, Estate Planning, Leadership, Financial Modeling, Finance, Asset Management
Education
Long Island UIniversity @ USMA 1987 — 1989
MBA, Finance
United States Merchant Marine Academy 1980 — 1984
BS, Marine Enginering
Edward Fagin Edward Fagin's Northwestern Mutual Financial Network Experience May 2009 - August 2009
Job Pricing / Traffic Analyst at GlobalTranz
Industry Financial Services
Experience
GlobalTranz February 2015 - Present
Merrill Edge December 2013 - February 2015
VIP Mortgage January 2012 - December 2013
Merrill Lynch May 2010 - August 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Finance, Mortgage Lending, FHA, Investments, Credit, Mortgage Banking, Refinance, Financial Analysis, Financial Modeling, Loans, Loan Origination, Credit Analysis, Microsoft Excel, Retirement Planning, Real Estate, SQL
Education
University of Arizona, Eller College of Management 2006 — 2010
Business Economics, Business Economics
GlobalTranz February 2015 - Present
Merrill Edge December 2013 - February 2015
VIP Mortgage January 2012 - December 2013
Merrill Lynch May 2010 - August 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Finance, Mortgage Lending, FHA, Investments, Credit, Mortgage Banking, Refinance, Financial Analysis, Financial Modeling, Loans, Loan Origination, Credit Analysis, Microsoft Excel, Retirement Planning, Real Estate, SQL
Education
University of Arizona, Eller College of Management 2006 — 2010
Business Economics, Business Economics
Sean Lindenberger Sean Lindenberger's Northwestern Mutual Financial Network Experience June 2010 - May 2011
Job Expert Automotive Consultant
Industry Automotive
Experience
ACG Automotive May 2008 - Present
Chapparone Auto Body & Painting August 2011 - Present
Northwestern Mutual Financial Network June 2010 - May 2011
Skills
Salesforce.com, Insurance, Microsoft Excel, Estate Planning, Sales, Parts, Social Media Marketing, Finance, New Business Development, Customer Service, Marketing Strategy, Retirement Planning, Automotive, Sales Process, Cold Calling, Marketing, Creative Direction, Financial Analysis, Microsoft Word, Automobile, Networking, Team Building, Vehicles, Account Management, Event Planning, Social Media, Automotive Aftermarket, Public Speaking, Investments, Strategic Financial..., Sales Management, Fixed Annuities, Strategic Planning, Microsoft Office
Education
University of Arizona 2006 — 2010
BS, Regional development
ACG Automotive May 2008 - Present
Chapparone Auto Body & Painting August 2011 - Present
Northwestern Mutual Financial Network June 2010 - May 2011
Skills
Salesforce.com, Insurance, Microsoft Excel, Estate Planning, Sales, Parts, Social Media Marketing, Finance, New Business Development, Customer Service, Marketing Strategy, Retirement Planning, Automotive, Sales Process, Cold Calling, Marketing, Creative Direction, Financial Analysis, Microsoft Word, Automobile, Networking, Team Building, Vehicles, Account Management, Event Planning, Social Media, Automotive Aftermarket, Public Speaking, Investments, Strategic Financial..., Sales Management, Fixed Annuities, Strategic Planning, Microsoft Office
Education
University of Arizona 2006 — 2010
BS, Regional development
Jonathan Chea, CLTC Jonathan Chea, CLTC's Northwestern Mutual Financial Network Experience August 2007 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
BNI Elite Professionals January 2008 - Present
Northwestern Mutual Financial Network August 2007 - Present
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Management
BNI Elite Professionals January 2008 - Present
Northwestern Mutual Financial Network August 2007 - Present
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Management
Dean Ladin's Northwestern Mutual Financial Network Experience June 2009 - August 2009
Job Index Analyst, Morningstar Investment Management at Morningstar
Industry Investment Management
Experience
Morningstar April 2014 - Present
Morningstar November 2012 - April 2014
Teach for America July 2010 - September 2012
Teach For America August 2009 - June 2010
Middlesex District Attorney’s Office October 2008 - June 2010
Northwestern Mutual Financial Network June 2009 - August 2009
Federal Signal Corporation, Environmental Solutions Group May 2008 - August 2008
Education
Tufts University 2006 — 2010
B.A.
Morningstar April 2014 - Present
Morningstar November 2012 - April 2014
Teach for America July 2010 - September 2012
Teach For America August 2009 - June 2010
Middlesex District Attorney’s Office October 2008 - June 2010
Northwestern Mutual Financial Network June 2009 - August 2009
Federal Signal Corporation, Environmental Solutions Group May 2008 - August 2008
Education
Tufts University 2006 — 2010
B.A.
Arthur Caballero Arthur Caballero's Northwestern Mutual Financial Network Experience July 2003 - July 2007
Job Operations Manager at Capital Benefits Group, a Higginbotham Company
Industry Human Resources
Experience
Capital Benefits Group, a Higginbotham Company September 2011 - Present
Breedlove & Associates, LLC July 2007 - September 2011
Northwestern Mutual Financial Network July 2003 - July 2007
Dan Baird - State Farm Insurance January 2003 - July 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Payroll, Customer Service, Management, Employee Benefits, Financial Analysis, Accounting, Budgets, Strategic Planning, Data Analysis, Financial Reporting, Forecasting, Account Management, Project Management, Teamwork, Insurance, Finance
Education
The University of Texas at Austin 1996 — 2003
Bachelor, Economics
Capital Benefits Group, a Higginbotham Company September 2011 - Present
Breedlove & Associates, LLC July 2007 - September 2011
Northwestern Mutual Financial Network July 2003 - July 2007
Dan Baird - State Farm Insurance January 2003 - July 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Payroll, Customer Service, Management, Employee Benefits, Financial Analysis, Accounting, Budgets, Strategic Planning, Data Analysis, Financial Reporting, Forecasting, Account Management, Project Management, Teamwork, Insurance, Finance
Education
The University of Texas at Austin 1996 — 2003
Bachelor, Economics
Armando Pelayo Armando Pelayo's Northwestern Mutual Financial Network Experience 2000 - January 2005
Job Veterinary Nurse at Bonita Pet Care
Industry Real Estate
Experience
Southbay veterinary hospital June 2010 - July 2013
Northwestern Mutual Financial Network 2000 - January 2005
North Park Veterinary Hospital May 1990 - 2005
Skills
Investment Properties, Real Estate, Sales, Short Sales, Investments, Mortgage Lending, Loans, Selling, Property Management, Residential Homes, Finance, Small Business, Real Estate Financing, FHA, Credit, Refinance, Real Estate Economics, Real Estate Transactions, Brokerage, Investors, First Time Home Buyers, Negotiation, REO, Foreclosures
Education
Universidad Autónoma de Baja California 1983 — 1988
VETERINARY DOCTOR
Southbay veterinary hospital June 2010 - July 2013
Northwestern Mutual Financial Network 2000 - January 2005
North Park Veterinary Hospital May 1990 - 2005
Skills
Investment Properties, Real Estate, Sales, Short Sales, Investments, Mortgage Lending, Loans, Selling, Property Management, Residential Homes, Finance, Small Business, Real Estate Financing, FHA, Credit, Refinance, Real Estate Economics, Real Estate Transactions, Brokerage, Investors, First Time Home Buyers, Negotiation, REO, Foreclosures
Education
Universidad Autónoma de Baja California 1983 — 1988
VETERINARY DOCTOR
Daron Peters's Northwestern Mutual Financial Network Experience January 1999 - January 2003
Job Sales Rep
Industry Insurance
Experience
Humana May 2010 - Present
DHL June 2008 - December 2008
POS PROFESSIONAL OFFICE SERVICES October 2004 - June 2008
AlphaGraphics 2008 - 2008
Farmers Insurance January 2004 - October 2004
NORTHWESTERN MUTUAL FINANCIAL NETWORK January 1999 - January 2003
Northwestern Mutual January 1999 - January 2003
BLUE CATERING January 1994 - January 1999
Lovelace Health Systems January 1993 - January 1994
DEPUY ORTHOPEDIC January 1992 - January 1994
Skills
Customer Service, Customer Relations, Inventory Management, Sales Management, Insurance, Consultative Selling, B2B, Employee Benefits, Account Management, Sales, Training, Selling, Management, Recruiting
Education
The University of New Mexico 1995 — 2000
BUS, Economics / Engineering
Humana May 2010 - Present
DHL June 2008 - December 2008
POS PROFESSIONAL OFFICE SERVICES October 2004 - June 2008
AlphaGraphics 2008 - 2008
Farmers Insurance January 2004 - October 2004
NORTHWESTERN MUTUAL FINANCIAL NETWORK January 1999 - January 2003
Northwestern Mutual January 1999 - January 2003
BLUE CATERING January 1994 - January 1999
Lovelace Health Systems January 1993 - January 1994
DEPUY ORTHOPEDIC January 1992 - January 1994
Skills
Customer Service, Customer Relations, Inventory Management, Sales Management, Insurance, Consultative Selling, B2B, Employee Benefits, Account Management, Sales, Training, Selling, Management, Recruiting
Education
The University of New Mexico 1995 — 2000
BUS, Economics / Engineering
Jean-Paul Stanley, MBA Jean-Paul Stanley, MBA's Northwestern Mutual Financial Network Experience January 2010 - December 2011
Job Field Sales Consultant at Henry Schein Dental
Industry Hospital & Health Care
Experience
Henry Schein Dental January 2012 - Present
NSHMBA 2010 - 2012
Northwestern Mutual Financial Network January 2010 - December 2011
SunSource July 2004 - August 2009
Skills
Microsoft Excel, Budgets, Negotiation, Customer Service, Marketing, PowerPoint, Outlook, Microsoft Office, Sales, Project Planning, New Business Development, Sales Management, Account Management, Forecasting, Leadership, Management, Team Building, Sales Operations, Direct Sales, Strategic Planning
Education
The University of Texas at El Paso 2007 — 2009
MBA, International Business, Marketing, Economics, Statistics
Henry Schein Dental January 2012 - Present
NSHMBA 2010 - 2012
Northwestern Mutual Financial Network January 2010 - December 2011
SunSource July 2004 - August 2009
Skills
Microsoft Excel, Budgets, Negotiation, Customer Service, Marketing, PowerPoint, Outlook, Microsoft Office, Sales, Project Planning, New Business Development, Sales Management, Account Management, Forecasting, Leadership, Management, Team Building, Sales Operations, Direct Sales, Strategic Planning
Education
The University of Texas at El Paso 2007 — 2009
MBA, International Business, Marketing, Economics, Statistics
Jeff Lam Jeff Lam's Northwestern Mutual Financial Network Experience June 2009 - April 2011
Job Associate Director, Robertet Flavors
Industry Food Production
Experience
Robertet Group May 2015 - Present
International Flavors and Fragrances May 2011 - May 2015
Northwestern Mutual Financial Network June 2009 - April 2011
FareStart June 2010 - March 2011
United States Navy February 2007 - February 2009
USS San Jacinto March 2005 - February 2007
USS Ashland November 2002 - February 2005
Skills
Leadership, Training, Process Improvement, Team Leadership, Strategic Planning, Navy, Financial Analysis, Program Management, Operations Management, Team Building, Project Management, Risk Management, Analysis, Cross-functional Team...
Education
United States Naval Academy 1998 — 2002
B.S, Quantitative Economics
Interlake High School 1995 — 1998
Robertet Group May 2015 - Present
International Flavors and Fragrances May 2011 - May 2015
Northwestern Mutual Financial Network June 2009 - April 2011
FareStart June 2010 - March 2011
United States Navy February 2007 - February 2009
USS San Jacinto March 2005 - February 2007
USS Ashland November 2002 - February 2005
Skills
Leadership, Training, Process Improvement, Team Leadership, Strategic Planning, Navy, Financial Analysis, Program Management, Operations Management, Team Building, Project Management, Risk Management, Analysis, Cross-functional Team...
Education
United States Naval Academy 1998 — 2002
B.S, Quantitative Economics
Interlake High School 1995 — 1998
Andrew Stephens Andrew Stephens's Northwestern Mutual Financial Network Experience 2009 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2009 - Present
Education
The University of Texas at Austin 2004 — 2008
BS, Communication
Northwestern Mutual Financial Network 2009 - Present
Education
The University of Texas at Austin 2004 — 2008
BS, Communication
Kristen Henley's Northwestern Mutual Financial Network Experience May 2009 - May 2010
Job Assistant Community Manager at The Dermot Company, Inc
Industry Marketing and Advertising
Experience
The Dermot Company, Inc June 2011 - Present
GMR Marketing March 2010 - October 2011
Denim & Diamonds September 2010 - March 2011
Northwestern Mutual Financial Network May 2009 - May 2010
Northwestern Mutual Financial Network- RPS Financial Group May 2009 - April 2010
Alpha Gamma Delta December 2007 - December 2008
City of Wichita May 2008 - August 2008
City of Wichita May 2008 - August 2008
City of Wichita May 2005 - August 2007
Skills
Event Planning, Word, Excel, Promotions, Budgeting, Online Marketing, Marketing Communications, Property Management, Debt Collection, Microsoft Word, Microsoft Excel, Budgets
Education
The University of Kansas 2005 — 2010
Bachelor of Arts, Communication Studies Business Minor
The Dermot Company, Inc June 2011 - Present
GMR Marketing March 2010 - October 2011
Denim & Diamonds September 2010 - March 2011
Northwestern Mutual Financial Network May 2009 - May 2010
Northwestern Mutual Financial Network- RPS Financial Group May 2009 - April 2010
Alpha Gamma Delta December 2007 - December 2008
City of Wichita May 2008 - August 2008
City of Wichita May 2008 - August 2008
City of Wichita May 2005 - August 2007
Skills
Event Planning, Word, Excel, Promotions, Budgeting, Online Marketing, Marketing Communications, Property Management, Debt Collection, Microsoft Word, Microsoft Excel, Budgets
Education
The University of Kansas 2005 — 2010
Bachelor of Arts, Communication Studies Business Minor
Lindsey Goodman Lindsey Goodman's Northwestern Mutual Financial Network Experience June 2007 - Present
Job Associate Financial Representative
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 2007 - Present
Education
University of Arizona 2005 — 2009
Molecular&Cellular Biology & Accounting, Science & Business
Northwestern Mutual Financial Network June 2007 - Present
Education
University of Arizona 2005 — 2009
Molecular&Cellular Biology & Accounting, Science & Business
Kim Weiss Kim Weiss's Northwestern Mutual Financial Network Experience January 2009 - May 2011
Job Batesville, Sales
Industry Consumer Goods
Experience
Hillenbrand Industries - Batesville March 2015 - Present
Hillenbrand Industries -Batesville June 2014 - March 2015
Hillenbrand Industry, Batesville May 2011 - June 2014
Northwestern Mutual Financial Network January 2009 - May 2011
Tehama Inc / Izod G August 2007 - March 2008
Ashworth Inc / Callaway Golf Apparel July 2002 - July 2007
Ashworth/Callaway Golf Apparel 2002 - 2007
JA Apparel Corp December 1999 - July 2002
Sheraton Baltimore North 1989 - 1991
Hyatt Regency 1987 - 1989
Skills
Marketing, Sales, Competitive Analysis, Insurance, Sales Management, Strategic Planning, Marketing Strategy, Forecasting, Process Improvement, New Business Development, Customer Service, Selling, Financial Analysis, Sales Operations, Business Development, Retail, Team Building, Account Management, Strategy, Leadership, Cold Calling, Management, Salesforce.com, Direct Sales, Sales Process, Time Management
Education
Towson University 1982 — 1987
BS, Marketing
Hillenbrand Industries - Batesville March 2015 - Present
Hillenbrand Industries -Batesville June 2014 - March 2015
Hillenbrand Industry, Batesville May 2011 - June 2014
Northwestern Mutual Financial Network January 2009 - May 2011
Tehama Inc / Izod G August 2007 - March 2008
Ashworth Inc / Callaway Golf Apparel July 2002 - July 2007
Ashworth/Callaway Golf Apparel 2002 - 2007
JA Apparel Corp December 1999 - July 2002
Sheraton Baltimore North 1989 - 1991
Hyatt Regency 1987 - 1989
Skills
Marketing, Sales, Competitive Analysis, Insurance, Sales Management, Strategic Planning, Marketing Strategy, Forecasting, Process Improvement, New Business Development, Customer Service, Selling, Financial Analysis, Sales Operations, Business Development, Retail, Team Building, Account Management, Strategy, Leadership, Cold Calling, Management, Salesforce.com, Direct Sales, Sales Process, Time Management
Education
Towson University 1982 — 1987
BS, Marketing
Tom M. Mack's Northwestern Mutual Financial Network Experience 2014 - Present
Job Director of Network Office at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2014 - Present
Wells Fargo Advisors, LLC 2011 - 2014
JHS Capital Advisors, LLC 2010 - 2011
Smith Barney 2004 - 2010
Skills
Investments, Management, Banking, Business Development, Financial Advisory, Wealth Management, Leadership, Series 7, Team Leadership, Recruiting, Professional Mentoring, Executive Coaching, Goal-oriented..., Investment Advisory, Finance, Mortgage Lending, Securities, Financial Services, Insurance, Mortgage Banking, Portfolio Management, Mutual Funds, Retirement Planning, Loans, Asset Allocation, Wealth Management..., Strategic Financial..., Asset Management, Fixed Income, Equities, Investment Strategies, Alternative Investments, Hedge Funds, Financial Planning
Education
University of Arkansas at Fayetteville
BSBA, Finance and Banking
Northwestern Mutual Financial Network 2014 - Present
Wells Fargo Advisors, LLC 2011 - 2014
JHS Capital Advisors, LLC 2010 - 2011
Smith Barney 2004 - 2010
Skills
Investments, Management, Banking, Business Development, Financial Advisory, Wealth Management, Leadership, Series 7, Team Leadership, Recruiting, Professional Mentoring, Executive Coaching, Goal-oriented..., Investment Advisory, Finance, Mortgage Lending, Securities, Financial Services, Insurance, Mortgage Banking, Portfolio Management, Mutual Funds, Retirement Planning, Loans, Asset Allocation, Wealth Management..., Strategic Financial..., Asset Management, Fixed Income, Equities, Investment Strategies, Alternative Investments, Hedge Funds, Financial Planning
Education
University of Arkansas at Fayetteville
BSBA, Finance and Banking
Caroline Charles's Northwestern Mutual Financial Network Experience May 2008 - September 2008
Job Account ManagerWFT Labs
Industry Oil & Energy
Experience
Weatherford Laboratories, Inc July 2012 - Present
Teach for America July 2009 - July 2012
Target September 2008 - January 2009
Northwestern Mutual Financial Network May 2008 - September 2008
Waddell & Reed March 2008 - June 2008
Skills
Social Media, Leadership, Analysis, Training, Volunteer Management, Microsoft Word, Tutoring, Blogging, Curriculum Development, Microsoft Office, Public Speaking, Teaching, Newsletters
Education
University of San Diego 2005 — 2009
Business Administration, Minor in Accountancy
University College Cork 2007 — 2008
Commerce
WHS
Weatherford Laboratories, Inc July 2012 - Present
Teach for America July 2009 - July 2012
Target September 2008 - January 2009
Northwestern Mutual Financial Network May 2008 - September 2008
Waddell & Reed March 2008 - June 2008
Skills
Social Media, Leadership, Analysis, Training, Volunteer Management, Microsoft Word, Tutoring, Blogging, Curriculum Development, Microsoft Office, Public Speaking, Teaching, Newsletters
Education
University of San Diego 2005 — 2009
Business Administration, Minor in Accountancy
University College Cork 2007 — 2008
Commerce
WHS
David Hirsch David Hirsch's Northwestern Mutual Financial Network Experience September 2006 - January 2010
Job Business Development Representative at Frankel Staffing Partners
Industry Staffing and Recruiting
Experience
Frankel Staffing Partners July 2011 - Present
Capitol Financial Solutions February 2010 - April 2011
Northwestern Mutual Financial Network September 2006 - January 2010
Bloomsbury Bistro March 2002 - October 2005
Janos February 1999 - December 2001
Skills
Business Development, Cold Calling, Account Management, Leadership, Salesforce.com, Recruiting, Sales, Customer Service, Lead Generation, Budgets, Microsoft Excel, Social Media Marketing, New Business Development, CRM, Social Networking, Staffing Services, Helping Clients Succeed, GSA Schedule, GSA Contracting, Building Relationships, Business Networking, Social Media, Employee Benefits, Problem Solving, Sales Prospecting, Fundraising, Networking, Management, Sales Operations, Strategic Planning
Education
University of Arizona 1992 — 1996
Sociology, French
Fox Lane High School 1988 — 1992
Frankel Staffing Partners July 2011 - Present
Capitol Financial Solutions February 2010 - April 2011
Northwestern Mutual Financial Network September 2006 - January 2010
Bloomsbury Bistro March 2002 - October 2005
Janos February 1999 - December 2001
Skills
Business Development, Cold Calling, Account Management, Leadership, Salesforce.com, Recruiting, Sales, Customer Service, Lead Generation, Budgets, Microsoft Excel, Social Media Marketing, New Business Development, CRM, Social Networking, Staffing Services, Helping Clients Succeed, GSA Schedule, GSA Contracting, Building Relationships, Business Networking, Social Media, Employee Benefits, Problem Solving, Sales Prospecting, Fundraising, Networking, Management, Sales Operations, Strategic Planning
Education
University of Arizona 1992 — 1996
Sociology, French
Fox Lane High School 1988 — 1992
Katie Wheeler's Northwestern Mutual Financial Network Experience May 2009 - April 2010
Job Sales Associate at Imperial Capital
Industry Investment Banking
Experience
Imperial Capital, LLC March 2012 - Present
Morgan Stanley Smith Barney May 2010 - March 2012
Northwestern Mutual Financial Network May 2009 - April 2010
The Davis Phinney Foundation January 2009 - May 2009
Lifetouch National School Studios September 2004 - August 2005
Skills
Financial Planning, Series 7, Customer Relations, Retirement Planning, Investments, Entrepreneurial..., Insurance Planning, Series 63, FINRA Series 6, Term Life Insurance, Whole Life, Strategic Financial..., Finance, Disability Insurance, Series 6, Long-term Care, Equities, Financial Analysis, Fixed Annuities, Marketing, Sales, Microsoft Excel, Social Media, Entrepreneurship
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
B.S., Finance & Entrepreneurship
Universitat Pompeu Fabra 2008 — 2008
Study Abroad, International Business & Art History
Imperial Capital, LLC March 2012 - Present
Morgan Stanley Smith Barney May 2010 - March 2012
Northwestern Mutual Financial Network May 2009 - April 2010
The Davis Phinney Foundation January 2009 - May 2009
Lifetouch National School Studios September 2004 - August 2005
Skills
Financial Planning, Series 7, Customer Relations, Retirement Planning, Investments, Entrepreneurial..., Insurance Planning, Series 63, FINRA Series 6, Term Life Insurance, Whole Life, Strategic Financial..., Finance, Disability Insurance, Series 6, Long-term Care, Equities, Financial Analysis, Fixed Annuities, Marketing, Sales, Microsoft Excel, Social Media, Entrepreneurship
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
B.S., Finance & Entrepreneurship
Universitat Pompeu Fabra 2008 — 2008
Study Abroad, International Business & Art History
Carla Hugg Carla Hugg's Northwestern Mutual Financial Network Experience June 2009 - December 2009
Job Graduate Research Assistant at The University of Alabama
Industry Sports
Experience
The University of Alabama August 2015 - Present
LSU Sports Properties May 2011 - June 2015
University of Arkansas Athletic Department June 2010 - May 2011
University of Arkansas Athletic Department June 2008 - June 2010
Northwestern Mutual Financial Network June 2009 - December 2009
University of Arkansas Athletic Department August 2006 - June 2008
ESPN College Game Day/ Octagon Sports Marketing November 2006 - November 2006
Skills
Sports, Sports Marketing, Event Planning, Facebook, Sports Management, Press Releases, Media Relations, Fundraising, Social Media, Ticket Sales, Ap Style, Public Speaking, Social Media Marketing, Social Networking, Public Relations, Sponsorship, Advertising, Marketing
Education
University of Arkansas 2006 — 2010
Bachelor of Arts, Journalism; Advertising and Public Relations
University of Alabama
Master’s Degree, College of Human Environmental Sciences- Sport Management
The University of Alabama August 2015 - Present
LSU Sports Properties May 2011 - June 2015
University of Arkansas Athletic Department June 2010 - May 2011
University of Arkansas Athletic Department June 2008 - June 2010
Northwestern Mutual Financial Network June 2009 - December 2009
University of Arkansas Athletic Department August 2006 - June 2008
ESPN College Game Day/ Octagon Sports Marketing November 2006 - November 2006
Skills
Sports, Sports Marketing, Event Planning, Facebook, Sports Management, Press Releases, Media Relations, Fundraising, Social Media, Ticket Sales, Ap Style, Public Speaking, Social Media Marketing, Social Networking, Public Relations, Sponsorship, Advertising, Marketing
Education
University of Arkansas 2006 — 2010
Bachelor of Arts, Journalism; Advertising and Public Relations
University of Alabama
Master’s Degree, College of Human Environmental Sciences- Sport Management
Jason Robinson, CLU®, CLTC Jason Robinson, CLU®, CLTC's Northwestern Mutual Financial Network Experience May 2011 - 2012
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Junior Achievement of Arizona September 2010 - Present
Northwestern Mutual March 2007 - Present
Northwestern Mutual Financial Network May 2011 - 2012
Wells Fargo July 1999 - March 2007
Education
University of Arizona 1996 — 2002
Junior Achievement of Arizona September 2010 - Present
Northwestern Mutual March 2007 - Present
Northwestern Mutual Financial Network May 2011 - 2012
Wells Fargo July 1999 - March 2007
Education
University of Arizona 1996 — 2002
James Arneson's Northwestern Mutual Financial Network Experience January 2010 - June 2012
Job Oil and Gas Solutions at Novaspect
Industry Oil & Energy
Experience
Novaspect November 2014 - Present
Nalco August 2012 - November 2014
Northwestern Mutual Financial Network January 2010 - June 2012
Skills
Water Treatment, Oil/Gas, Upstream, Account Management, Team Building
Education
The University of North Dakota 2007 — 2011
Business Administration, Entrepreneurship
Novaspect November 2014 - Present
Nalco August 2012 - November 2014
Northwestern Mutual Financial Network January 2010 - June 2012
Skills
Water Treatment, Oil/Gas, Upstream, Account Management, Team Building
Education
The University of North Dakota 2007 — 2011
Business Administration, Entrepreneurship
Tyler Thostenson Tyler Thostenson's Northwestern Mutual Financial Network Experience April 2011 - August 2011
Job Leasing Services Specialist II at CoBank Farm Credit Leasing
Industry Financial Services
Experience
CoBank - Farm Credit Leasing July 2013 - Present
CoBank March 2013 - July 2013
Kinship of Greater Minneapolis February 2012 - May 2012
Northwestern Mutual Financial Network April 2011 - August 2011
Wells Fargo Investments, LLC May 2010 - August 2010
Skills
Management, Time Management, Agricultural Finance, Spanish, Project Management, Customer Service, Equipment Finance, Leadership, Documentation, Social Media, Marketing, Teamwork, Microsoft Office, CRM, PowerPoint, Microsoft Excel, Risk Management, Microsoft Word, Training, Process Improvement, Agriculture, Agribusiness, Team Building, Banking, Finance, Emergency Services, Public Speaking, Pricing, Vehicle Leasing, Fleet Leasing, Leasing, Farm Equipment, Farm Credit System, Loans, Leadership Development, Committees, Social Responsibility
Education
University of Saint Thomas 2008 — 2012
Bachelor of Arts (B.A.), Business Administration-Marketing, Hispanic Linguistics, 3.6
Universidad Complutense de Madrid 2010 — 2010
Spanish, Business
University of Minnesota-Twin Cities 2008 — 2008
English
Mounds View High School 2004 — 2008
CoBank - Farm Credit Leasing July 2013 - Present
CoBank March 2013 - July 2013
Kinship of Greater Minneapolis February 2012 - May 2012
Northwestern Mutual Financial Network April 2011 - August 2011
Wells Fargo Investments, LLC May 2010 - August 2010
Skills
Management, Time Management, Agricultural Finance, Spanish, Project Management, Customer Service, Equipment Finance, Leadership, Documentation, Social Media, Marketing, Teamwork, Microsoft Office, CRM, PowerPoint, Microsoft Excel, Risk Management, Microsoft Word, Training, Process Improvement, Agriculture, Agribusiness, Team Building, Banking, Finance, Emergency Services, Public Speaking, Pricing, Vehicle Leasing, Fleet Leasing, Leasing, Farm Equipment, Farm Credit System, Loans, Leadership Development, Committees, Social Responsibility
Education
University of Saint Thomas 2008 — 2012
Bachelor of Arts (B.A.), Business Administration-Marketing, Hispanic Linguistics, 3.6
Universidad Complutense de Madrid 2010 — 2010
Spanish, Business
University of Minnesota-Twin Cities 2008 — 2008
English
Mounds View High School 2004 — 2008
Gary Lewis McPherson II Gary Lewis McPherson II's Northwestern Mutual Financial Network Experience May 2008 - August 2012
Job Financial Advisor
Industry Financial Services
Experience
McPherson Bradley Wealth Advisors, LLC September 2013 - Present
Financial Advantage Associates, Inc September 2012 - September 2013
Northwestern Mutual Financial Network May 2008 - August 2012
CUSO Financial Services November 2007 - May 2008
Campbell and Company, Inc. February 2002 - April 2007
Professional Management Associates, Inc. (PMA) 2000 - 2002
Education
Towson University 2000 — 2006
BS
University of Pittsburgh 1994 — 1999
BS
Matawan Regional High School 1990 — 1994
McPherson Bradley Wealth Advisors, LLC September 2013 - Present
Financial Advantage Associates, Inc September 2012 - September 2013
Northwestern Mutual Financial Network May 2008 - August 2012
CUSO Financial Services November 2007 - May 2008
Campbell and Company, Inc. February 2002 - April 2007
Professional Management Associates, Inc. (PMA) 2000 - 2002
Education
Towson University 2000 — 2006
BS
University of Pittsburgh 1994 — 1999
BS
Matawan Regional High School 1990 — 1994
Tuyhong Trieu's Northwestern Mutual Financial Network Experience December 2006 - May 2007
Job Program Coordinator at Cerner Corporation
Industry Retail
Experience
Cerner Corporation January 2013 - Present
Cerner Corporation September 2014 - Present
Cerner Corporation January 2013 - September 2014
Nordstrom February 2008 - December 2012
American Girl August 2010 - August 2012
Winston Retail Solutions October 2010 - February 2011
Nordstrom April 2009 - November 2010
PlattForm Advertising January 2008 - May 2008
University of Kansas October 2007 - November 2007
Northwestern Mutual Financial Network December 2006 - May 2007
Skills
Styling, Retail, Fashion, Trend Analysis, Apparel, Multi-channel Retail, Fashion Shows, Inventory Management, POS, Customer Service, Sales
Education
The University of Kansas 2004 — 2008
BGS, Communication Studies
Cerner Corporation January 2013 - Present
Cerner Corporation September 2014 - Present
Cerner Corporation January 2013 - September 2014
Nordstrom February 2008 - December 2012
American Girl August 2010 - August 2012
Winston Retail Solutions October 2010 - February 2011
Nordstrom April 2009 - November 2010
PlattForm Advertising January 2008 - May 2008
University of Kansas October 2007 - November 2007
Northwestern Mutual Financial Network December 2006 - May 2007
Skills
Styling, Retail, Fashion, Trend Analysis, Apparel, Multi-channel Retail, Fashion Shows, Inventory Management, POS, Customer Service, Sales
Education
The University of Kansas 2004 — 2008
BGS, Communication Studies
Jake Ruby's Northwestern Mutual Financial Network Experience January 2009 - August 2009
Job Financial Analyst II at BD
Industry Medical Devices
Experience
BD June 2015 - Present
BD February 2013 - June 2015
Advisors Asset Management, Inc. May 2011 - February 2013
Anytime Fitness August 2009 - April 2011
Northwestern Mutual Financial Network January 2009 - August 2009
American Funds November 2006 - February 2008
Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Sales, Series 63, Strategic Planning, Financial Projection, Corporate Budgeting, Project Management, Asset Managment, Bonds, Investment Strategies, Retirement Planning, Wealth Management, Securities, Financial Advisory, Alternative Investments, Fixed Income, Portfolio Management, Strategic Financial..., Financial Services, Investment Advisory, Financial Modeling, Asset Management, Management, Finance, Leadership, Team Building, Retirement, Financial Planning
Education
The University of Texas at San Antonio 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 4.0
The University of Texas at San Antonio 2002 — 2007
BBA, Finance
BD June 2015 - Present
BD February 2013 - June 2015
Advisors Asset Management, Inc. May 2011 - February 2013
Anytime Fitness August 2009 - April 2011
Northwestern Mutual Financial Network January 2009 - August 2009
American Funds November 2006 - February 2008
Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Sales, Series 63, Strategic Planning, Financial Projection, Corporate Budgeting, Project Management, Asset Managment, Bonds, Investment Strategies, Retirement Planning, Wealth Management, Securities, Financial Advisory, Alternative Investments, Fixed Income, Portfolio Management, Strategic Financial..., Financial Services, Investment Advisory, Financial Modeling, Asset Management, Management, Finance, Leadership, Team Building, Retirement, Financial Planning
Education
The University of Texas at San Antonio 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 4.0
The University of Texas at San Antonio 2002 — 2007
BBA, Finance
Jeremy Armell Jeremy Armell's Northwestern Mutual Financial Network Experience June 2009 - January 2010
Job Senior Financial Credit Analyst at Carroll Independent Fuel, LLC
Industry Oil & Energy
Experience
Carroll Independent Fuel Co December 2014 - August 2015
Carroll Independent Fuel Co May 2013 - December 2014
Morgan Stanley January 2010 - February 2013
Northwestern Mutual Financial Network June 2009 - January 2010
Skills
Investments, Derivatives, DTCC, Equity Valuation, Corporate Finance, Quantitative Research, Bloomberg, Financial Statement..., Financial Modeling, Credit, Asset Management, Management, Equities, Fixed Income
Education
Towson University
Bachelor of Science, Business Administration- Finance Concentration; Finance
Carroll Independent Fuel Co December 2014 - August 2015
Carroll Independent Fuel Co May 2013 - December 2014
Morgan Stanley January 2010 - February 2013
Northwestern Mutual Financial Network June 2009 - January 2010
Skills
Investments, Derivatives, DTCC, Equity Valuation, Corporate Finance, Quantitative Research, Bloomberg, Financial Statement..., Financial Modeling, Credit, Asset Management, Management, Equities, Fixed Income
Education
Towson University
Bachelor of Science, Business Administration- Finance Concentration; Finance
Evan Sterling Evan Sterling's Northwestern Mutual Financial Network Experience September 2008 - December 2013
Job Investment Officer at BB&T
Industry Investment Management
Experience
BB&T Investment Services January 2014 - Present
Virginia Commonwealth University: Department of Finance May 2015 - Present
Northwestern Mutual Financial Network September 2008 - December 2013
Education
University of Baltimore 2007 — 2009
Master of Business Administration, Finance
The University of New Mexico 2001 — 2006
Bachelor of Arts, History & Political Science
BB&T Investment Services January 2014 - Present
Virginia Commonwealth University: Department of Finance May 2015 - Present
Northwestern Mutual Financial Network September 2008 - December 2013
Education
University of Baltimore 2007 — 2009
Master of Business Administration, Finance
The University of New Mexico 2001 — 2006
Bachelor of Arts, History & Political Science
Taylor Ariens Taylor Ariens's Northwestern Mutual Financial Network Experience May 2011 - February 2012
Job Sr. HR Business Partner at BenefitMall
Industry Insurance
Experience
BenefitMall December 2014 - Present
BenefitMall August 2013 - December 2014
Medix Staffing Solutions May 2012 - August 2013
Northwestern Mutual Financial Network May 2011 - February 2012
Skills
Recruiting, Interviews, Cold Calling, Technical Recruiting, Staffing Services, Networking, Customer Service, Sales, Human Resources, Sourcing, Talent Acquisition, Team Leadership, Internet Recruiting, Sales Process, Teamwork, Management, Applicant Tracking..., SDLC, Leadership, Staff Augmentation, Employment-based..., Reporting & Analysis, Presentations, Microsoft Office, Employee Benefits, Insurance, Health Insurance, Temporary Placement, Employee Relations
Education
The University of Texas at Austin 2008 — 2012
BS, Communication Studies, Corporate Communication, Business Foundations
BenefitMall December 2014 - Present
BenefitMall August 2013 - December 2014
Medix Staffing Solutions May 2012 - August 2013
Northwestern Mutual Financial Network May 2011 - February 2012
Skills
Recruiting, Interviews, Cold Calling, Technical Recruiting, Staffing Services, Networking, Customer Service, Sales, Human Resources, Sourcing, Talent Acquisition, Team Leadership, Internet Recruiting, Sales Process, Teamwork, Management, Applicant Tracking..., SDLC, Leadership, Staff Augmentation, Employment-based..., Reporting & Analysis, Presentations, Microsoft Office, Employee Benefits, Insurance, Health Insurance, Temporary Placement, Employee Relations
Education
The University of Texas at Austin 2008 — 2012
BS, Communication Studies, Corporate Communication, Business Foundations
L. David Hopkins L. David Hopkins's Northwestern Mutual Financial Network Experience December 2010 - June 2012
Job Account Executive at Netgain Technologies
Industry Automotive
Experience
NetGain Technologies, Inc. September 2015 - Present
T-Mobile March 2015 - August 2015
First Data Corporation September 2014 - April 2015
RockTenn March 2014 - July 2014
Chattanooga Detail, LLC June 2012 - February 2014
Northwestern Mutual Financial Network December 2010 - June 2012
Northwestern Mutual November 2010 - June 2011
A.C.E. Detailing November 2006 - August 2010
Skills
Insurance, Investments, Long Term Care, Retirement, Disability Insurance, Wealth Accumulation, Financial Planning, Risk Management, Small Business, Microsoft Works, Retirement Planning, Excel, Estate Planning, Term Life Insurance, Wealth Management, Entrepreneurship, Start-ups, Auto Detailing, Life Insurance, Strategic Financial..., Microsoft Excel, Finance, Financial Planners, Long-term Care, Strategic Planning, Leadership, Financial Analysis, Employee Benefits, Long Term Care Insurance
Education
The University of Tennessee at Chattanooga 2005 — 2011
Business, Entrepreneurship
McCallie 2000 — 2005
NetGain Technologies, Inc. September 2015 - Present
T-Mobile March 2015 - August 2015
First Data Corporation September 2014 - April 2015
RockTenn March 2014 - July 2014
Chattanooga Detail, LLC June 2012 - February 2014
Northwestern Mutual Financial Network December 2010 - June 2012
Northwestern Mutual November 2010 - June 2011
A.C.E. Detailing November 2006 - August 2010
Skills
Insurance, Investments, Long Term Care, Retirement, Disability Insurance, Wealth Accumulation, Financial Planning, Risk Management, Small Business, Microsoft Works, Retirement Planning, Excel, Estate Planning, Term Life Insurance, Wealth Management, Entrepreneurship, Start-ups, Auto Detailing, Life Insurance, Strategic Financial..., Microsoft Excel, Finance, Financial Planners, Long-term Care, Strategic Planning, Leadership, Financial Analysis, Employee Benefits, Long Term Care Insurance
Education
The University of Tennessee at Chattanooga 2005 — 2011
Business, Entrepreneurship
McCallie 2000 — 2005
steven wilt steven wilt's Northwestern Mutual Financial Network Experience May 2007 - September 2007
Job Account Manager at Enterprise RentACar
Industry Automotive
Experience
Enterprise Holdings May 2015 - Present
Enterprise Rent-A-Car August 2011 - May 2015
Enterprise Rent-A-Car July 2009 - August 2011
Enterprise Rent-A-Car October 2008 - June 2009
Enterprise Rent-A-Car February 2008 - September 2008
Northwestern Mutual Financial Network May 2007 - September 2007
Skills
Sales, Management, People Skills, Great Motivator, Account Management, B2B, Customer Satisfaction, Customer Service, Marketing, Sales Process, Sales Operations
Education
The University of Georgia
Bachelor of Business Administration, Management
Enterprise Holdings May 2015 - Present
Enterprise Rent-A-Car August 2011 - May 2015
Enterprise Rent-A-Car July 2009 - August 2011
Enterprise Rent-A-Car October 2008 - June 2009
Enterprise Rent-A-Car February 2008 - September 2008
Northwestern Mutual Financial Network May 2007 - September 2007
Skills
Sales, Management, People Skills, Great Motivator, Account Management, B2B, Customer Satisfaction, Customer Service, Marketing, Sales Process, Sales Operations
Education
The University of Georgia
Bachelor of Business Administration, Management
Suzanne Bidek's Northwestern Mutual Financial Network Experience May 2006 - 2008
Job Director of Recruiting and Development
Industry Financial Services
Experience
Northwestern Mutual - Chattanooga May 2008 - Present
Northwestern Mutual Financial Network May 2006 - 2008
Northwestern Mutual Financial Network May 2005 - May 2006
Skills
Recruiting, Coaching, Training, Marketing, Customer Service, Time Management, Networking, College Recruiting, Sales, Public Speaking, Access, Leadership, Applicant Tracking..., Fundraising, Cold Calling, Employee Relations, Onboarding, Strategic Planning, Talent Acquisition, Team Building, Public Relations, Microsoft Excel, Social Media Marketing, Process Improvement, Management, Leadership Development, Human Resources, Resume Writing, Event Planning, Team Leadership, Career Development
Education
The University of Tennessee at Chattanooga 2001 — 2005
B.S, Business Management
Father Ryan High School 1997 — 2001
Northwestern Mutual - Chattanooga May 2008 - Present
Northwestern Mutual Financial Network May 2006 - 2008
Northwestern Mutual Financial Network May 2005 - May 2006
Skills
Recruiting, Coaching, Training, Marketing, Customer Service, Time Management, Networking, College Recruiting, Sales, Public Speaking, Access, Leadership, Applicant Tracking..., Fundraising, Cold Calling, Employee Relations, Onboarding, Strategic Planning, Talent Acquisition, Team Building, Public Relations, Microsoft Excel, Social Media Marketing, Process Improvement, Management, Leadership Development, Human Resources, Resume Writing, Event Planning, Team Leadership, Career Development
Education
The University of Tennessee at Chattanooga 2001 — 2005
B.S, Business Management
Father Ryan High School 1997 — 2001
Chase Bottcher's Northwestern Mutual Financial Network Experience May 2009 - December 2009
Job Bond Broker at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 2011 - Present
Morgan Keegan May 2010 - July 2010
Northwestern Mutual Financial Network May 2009 - December 2009
Skills
Customer Service, Sales, Workshop Facilitation, Series 7, Series 63, Financial Analysis, Investments, Microsoft Office, Securities, Mutual Funds, Fixed Income, Insurance, PowerPoint, Strategic Financial..., Portfolio Management, Retirement Planning, Microsoft Excel, Bloomberg, Bonds, Options, Financial Modeling, Risk Management, Banking
Education
University of Alabama 2007 — 2011
BS, International Finance
Raymond James Financial Inc. September 2011 - Present
Morgan Keegan May 2010 - July 2010
Northwestern Mutual Financial Network May 2009 - December 2009
Skills
Customer Service, Sales, Workshop Facilitation, Series 7, Series 63, Financial Analysis, Investments, Microsoft Office, Securities, Mutual Funds, Fixed Income, Insurance, PowerPoint, Strategic Financial..., Portfolio Management, Retirement Planning, Microsoft Excel, Bloomberg, Bonds, Options, Financial Modeling, Risk Management, Banking
Education
University of Alabama 2007 — 2011
BS, International Finance
Emily Gilleland's Northwestern Mutual Financial Network Experience 2003 - 2004
Job Legislative Aide to State Delegate Nic Kipke
Industry Government Administration
Experience
Maryland General Assembly December 2014 - Present
Carroll Independent Fuel Co January 2011 - December 2014
Eastern Petroleum Corporation 2005 - 2010
Zurich North America 2004 - 2005
Northwestern Mutual Financial Network 2003 - 2004
Motorola 1994 - 2003
Skills
Contract Management, Credit, Invoicing, Accounts Receivable, Account Reconciliation, Process Improvement, Management, Microsoft Excel, Microsoft Office, Customer Service, Negotiation, Training, Contract Negotiation, Leadership
Education
Towson University 1995 — 1999
Bachelor of Science (BS), Fine Arts
Towson University
Interactive Media Design
Maryland General Assembly December 2014 - Present
Carroll Independent Fuel Co January 2011 - December 2014
Eastern Petroleum Corporation 2005 - 2010
Zurich North America 2004 - 2005
Northwestern Mutual Financial Network 2003 - 2004
Motorola 1994 - 2003
Skills
Contract Management, Credit, Invoicing, Accounts Receivable, Account Reconciliation, Process Improvement, Management, Microsoft Excel, Microsoft Office, Customer Service, Negotiation, Training, Contract Negotiation, Leadership
Education
Towson University 1995 — 1999
Bachelor of Science (BS), Fine Arts
Towson University
Interactive Media Design
JAIME HADIDA JAIME HADIDA's Northwestern Mutual Financial Network Experience 2008 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2008 - Present
Education
Keller Graduate School of Management 2006 — 2008
MBA
Moral y Luces Herzl Bialik 1992 — 2007
High-School
Universidad Metropolitana (VE)
Northwestern Mutual Financial Network 2008 - Present
Education
Keller Graduate School of Management 2006 — 2008
MBA
Moral y Luces Herzl Bialik 1992 — 2007
High-School
Universidad Metropolitana (VE)
Langston Cabaniss's Northwestern Mutual Financial Network Experience January 2011 - August 2012
Job MBA Candidate
Industry Marketing and Advertising
Experience
Sam M. Walton College of Business January 2015 - Present
PepsiCo - Frito Lay June 2014 - August 2014
Interfraternity Council November 2012 - December 2013
PepsiCo - Frito Lay May 2013 - August 2013
Northwestern Mutual Financial Network January 2011 - August 2012
Course Hero Company June 2011 - January 2012
PGA Tour Superstore January 2010 - January 2011
Skills
Computer Skills: MS..., Interests: Business..., Work Status: US Citizen, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Leadership, Public Speaking, Social Media, Teamwork, Team Leadership, Event Planning, Research, Outlook, Marketing, Presentation Skills, Time Management, Public Relations
Education
University of Arkansas 2010 — 2014
Bachelor of Science, Business Administration, Finance and Marketing Major with Economics Minor, 3.3
Plano East Senior High School
Sam M. Walton College of Business January 2015 - Present
PepsiCo - Frito Lay June 2014 - August 2014
Interfraternity Council November 2012 - December 2013
PepsiCo - Frito Lay May 2013 - August 2013
Northwestern Mutual Financial Network January 2011 - August 2012
Course Hero Company June 2011 - January 2012
PGA Tour Superstore January 2010 - January 2011
Skills
Computer Skills: MS..., Interests: Business..., Work Status: US Citizen, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Leadership, Public Speaking, Social Media, Teamwork, Team Leadership, Event Planning, Research, Outlook, Marketing, Presentation Skills, Time Management, Public Relations
Education
University of Arkansas 2010 — 2014
Bachelor of Science, Business Administration, Finance and Marketing Major with Economics Minor, 3.3
Plano East Senior High School
Wesley Patterson, CFP(R) CLU(R) Wesley Patterson, CFP(R) CLU(R)'s Northwestern Mutual Financial Network Experience May 2001 - Present
Job Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2001 - Present
Skills
Investments, Wealth Management, Estate Planning, Insurance, Securities, Wealth Accumulation, Life Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance
Education
University of Alabama 2000 — 2002
Bachelor of Science in Family Financial Planning, Financial Planning
Northwestern Mutual Financial Network May 2001 - Present
Skills
Investments, Wealth Management, Estate Planning, Insurance, Securities, Wealth Accumulation, Life Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance
Education
University of Alabama 2000 — 2002
Bachelor of Science in Family Financial Planning, Financial Planning
Lauren Joe's Northwestern Mutual Financial Network Experience June 2005 - October 2005
Job Sr. Merchandise Planner at Banana Republic Japan
Industry Retail
Experience
Banana Republic Japan September 2015 - Present
Gap Inc. July 2013 - September 2015
Sephora February 2012 - July 2013
Gap Inc. October 2009 - February 2012
Black & Decker HHI April 2009 - October 2009
Pacific Sunwear August 2007 - January 2009
Mervyn's February 2006 - July 2007
Abercrombie and Fitch October 2005 - February 2006
Morgan Stanley Dean Witter October 2005 - December 2005
Northwestern Mutual Financial Network June 2005 - October 2005
Skills
Forecasting, Inventory Management, Management, Apparel, Strategy, Retail, Sourcing, Training, Sales, Marketing, Cross-functional Team...
Education
University of California, Davis 2001 — 2005
Communications and Organizational Studies
Banana Republic Japan September 2015 - Present
Gap Inc. July 2013 - September 2015
Sephora February 2012 - July 2013
Gap Inc. October 2009 - February 2012
Black & Decker HHI April 2009 - October 2009
Pacific Sunwear August 2007 - January 2009
Mervyn's February 2006 - July 2007
Abercrombie and Fitch October 2005 - February 2006
Morgan Stanley Dean Witter October 2005 - December 2005
Northwestern Mutual Financial Network June 2005 - October 2005
Skills
Forecasting, Inventory Management, Management, Apparel, Strategy, Retail, Sourcing, Training, Sales, Marketing, Cross-functional Team...
Education
University of California, Davis 2001 — 2005
Communications and Organizational Studies
Linda Forest Linda Forest's Northwestern Mutual Financial Network Experience December 2010 - November 2011
Job Sales Management Training and Coaching
Industry Management Consulting
Experience
Texzon Utilities January 2012 - September 2013
Northwestern Mutual Financial Network December 2010 - November 2011
Northwestern Mutual Financial Network February 2008 - September 2011
Forest and Associates 1989 - 2005
IBM 1974 - 1988
Skills
Staff Development, Strategic Planning, Risk Management, Needs Analysis, Marketing, Leadership, Team Building, Team Leadership, Data Analysis, PowerPoint, Microsoft Office, Business Planning, Change Management, Financial Analysis, Operations Management, Management Consulting, Management, Strategy, Performance Management, Program Management
Education
The University of Texas at Arlington 2000 — 2002
Interdisciplinary: Business, Public Admin, Organizational Design (Coursework)
Wittenberg University 1968 — 1972
BA, Speech and Theatre
Thomas Jefferson High School 1964 — 1968
Texzon Utilities January 2012 - September 2013
Northwestern Mutual Financial Network December 2010 - November 2011
Northwestern Mutual Financial Network February 2008 - September 2011
Forest and Associates 1989 - 2005
IBM 1974 - 1988
Skills
Staff Development, Strategic Planning, Risk Management, Needs Analysis, Marketing, Leadership, Team Building, Team Leadership, Data Analysis, PowerPoint, Microsoft Office, Business Planning, Change Management, Financial Analysis, Operations Management, Management Consulting, Management, Strategy, Performance Management, Program Management
Education
The University of Texas at Arlington 2000 — 2002
Interdisciplinary: Business, Public Admin, Organizational Design (Coursework)
Wittenberg University 1968 — 1972
BA, Speech and Theatre
Thomas Jefferson High School 1964 — 1968
Tyson Cosper Tyson Cosper's Northwestern Mutual Financial Network Experience January 2008 - December 2012
Job Owner of The Cadillac School of Driving
Industry Automotive
Experience
Furniture Row Companies November 2013 - December 2014
The Cadillac School of Driving December 2012 - October 2013
Northwestern Mutual Financial Network January 2008 - December 2012
Great Hay January 2007 - December 2008
Arrow Animal Hospital January 2004 - February 2008
Skills
Coaching, Leadership Development, Team Leadership, Business Planning, Business Strategy, Series 7, Long-term Care, Economics, Finance, Social Networking, Asset Allocation, Negotiation, Social Media Marketing, Marketing Strategy, Payroll, Analysis, Training, Management, Customer Satisfaction, Social Media, Small Business
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2011
Bachelor of Business, Entrepreneurial and Small Business Operations
LLHS 2001 — 2005
Arizona Summit Law
Furniture Row Companies November 2013 - December 2014
The Cadillac School of Driving December 2012 - October 2013
Northwestern Mutual Financial Network January 2008 - December 2012
Great Hay January 2007 - December 2008
Arrow Animal Hospital January 2004 - February 2008
Skills
Coaching, Leadership Development, Team Leadership, Business Planning, Business Strategy, Series 7, Long-term Care, Economics, Finance, Social Networking, Asset Allocation, Negotiation, Social Media Marketing, Marketing Strategy, Payroll, Analysis, Training, Management, Customer Satisfaction, Social Media, Small Business
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2011
Bachelor of Business, Entrepreneurial and Small Business Operations
LLHS 2001 — 2005
Arizona Summit Law
Megan Bartusek Megan Bartusek's Northwestern Mutual Financial Network Experience June 2011 - May 2012
Job Operations Coordinator at Gragg Advertising
Industry Graphic Design
Experience
Gragg Advertising August 2015 - Present
Self Employed - Freelance Graphic Artist August 2009 - Present
Oxford T-Shirt Company August 2013 - August 2014
Eat Jackson August 2012 - November 2012
TARA, Ink. January 2012 - May 2012
Northwestern Mutual Financial Network June 2011 - May 2012
JC Graphics August 2010 - December 2011
Skills
Public Relations, Marketing, Social Media, Press Releases, Facebook, Event Management, Social Networking, Event Planning, Social Media Marketing, Media Relations, Marketing Communications, Marketing Strategy, Microsoft Office, PowerPoint, Adobe Creative Suite, Graphic Design, Photoshop, Illustrator, Blogging, Public Speaking, Editing, Business Development, Brand Development
Education
Mississippi State University 2009 — 2013
B.A., Communication - Public Relations
Universidad de Alcalá 2012 — 2012
Study Abroad, Foreign Languages and Literatures, General
Gragg Advertising August 2015 - Present
Self Employed - Freelance Graphic Artist August 2009 - Present
Oxford T-Shirt Company August 2013 - August 2014
Eat Jackson August 2012 - November 2012
TARA, Ink. January 2012 - May 2012
Northwestern Mutual Financial Network June 2011 - May 2012
JC Graphics August 2010 - December 2011
Skills
Public Relations, Marketing, Social Media, Press Releases, Facebook, Event Management, Social Networking, Event Planning, Social Media Marketing, Media Relations, Marketing Communications, Marketing Strategy, Microsoft Office, PowerPoint, Adobe Creative Suite, Graphic Design, Photoshop, Illustrator, Blogging, Public Speaking, Editing, Business Development, Brand Development
Education
Mississippi State University 2009 — 2013
B.A., Communication - Public Relations
Universidad de Alcalá 2012 — 2012
Study Abroad, Foreign Languages and Literatures, General
Judy Jbara Judy Jbara's Northwestern Mutual Financial Network Experience August 2005 - February 2007
Job Director of Operations and Associate Director of Network Office Supervision at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2012 - Present
Northwestern Mutual August 2005 - January 2012
Jbara Family Clan 1960 - 2012
Out & Equal Workplace Advocates June 2007 - December 2010
University of Michigan Alumni Club of Los Angeles May 2006 - April 2009
Los Angeles Gay & Lesbian Chamber of Commerce 2005 - October 2007
Northwestern Mutual Financial Network August 2005 - February 2007
Reuters Limited 1999 - 2004
General Motors Corporation 1995 - 1999
General Motors Corporation 1983 - 1995
Skills
Human Resources, Sales Operations, Forecasting, Sales Management, Integration, Retail, Analysis, Small Business, Employee Benefits, Networking, Time Management, Software Documentation, Career Development, Security, Strategy, Process Improvement, Cross-functional Team..., Strategic Financial..., Fundraising, Recruiting
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
MBA, Strategic Marketing
University of California, Los Angeles - The Anderson School of Management 2007 — 2007
Executive Education, LGBT Leadership Institute
University of Michigan, College of Engineering 1980 — 1982
BSIE, Industrial & Operations Engineering
Wayne Memorial High School 1975 — 1978
High School Diploma
Northwestern Mutual January 2012 - Present
Northwestern Mutual August 2005 - January 2012
Jbara Family Clan 1960 - 2012
Out & Equal Workplace Advocates June 2007 - December 2010
University of Michigan Alumni Club of Los Angeles May 2006 - April 2009
Los Angeles Gay & Lesbian Chamber of Commerce 2005 - October 2007
Northwestern Mutual Financial Network August 2005 - February 2007
Reuters Limited 1999 - 2004
General Motors Corporation 1995 - 1999
General Motors Corporation 1983 - 1995
Skills
Human Resources, Sales Operations, Forecasting, Sales Management, Integration, Retail, Analysis, Small Business, Employee Benefits, Networking, Time Management, Software Documentation, Career Development, Security, Strategy, Process Improvement, Cross-functional Team..., Strategic Financial..., Fundraising, Recruiting
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
MBA, Strategic Marketing
University of California, Los Angeles - The Anderson School of Management 2007 — 2007
Executive Education, LGBT Leadership Institute
University of Michigan, College of Engineering 1980 — 1982
BSIE, Industrial & Operations Engineering
Wayne Memorial High School 1975 — 1978
High School Diploma
Caroline Philbin Caroline Philbin's Northwestern Mutual Financial Network Experience May 2011 - August 2011
Job Registered Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Morgan Stanley August 2013 - May 2015
Time Warner Cable June 2013 - August 2013
Bean Partners January 2013 - May 2013
Martino Flynn LLC May 2012 - August 2012
Northwestern Mutual Financial Network May 2011 - August 2011
Skills
Proficient in Microsoft..., Experience in Market..., Communication Skills, Photoshop, Time Management, Outlook, Team-oriented, Leadership, Team Building, Management, Marketing, Financial Analysis
Education
University at Buffalo 2010 — 2014
Bachelor's Degree, Finance, General
Wells Fargo Advisors May 2015 - Present
Morgan Stanley August 2013 - May 2015
Time Warner Cable June 2013 - August 2013
Bean Partners January 2013 - May 2013
Martino Flynn LLC May 2012 - August 2012
Northwestern Mutual Financial Network May 2011 - August 2011
Skills
Proficient in Microsoft..., Experience in Market..., Communication Skills, Photoshop, Time Management, Outlook, Team-oriented, Leadership, Team Building, Management, Marketing, Financial Analysis
Education
University at Buffalo 2010 — 2014
Bachelor's Degree, Finance, General
Tim Nguyen Tim Nguyen's Northwestern Mutual Financial Network Experience July 2009 - September 2009
Job MBA Candidate at University of Texas at Dallas
Industry Information Technology and Services
Experience
American Airlines May 2014 - Present
American Airlines April 2013 - May 2014
Liberty Mutual Insurance November 2011 - March 2013
Medix Staffing Solutions August 2010 - October 2011
Northwestern Mutual Financial Network July 2009 - September 2009
Skills
Technical Recruiting, Financial Analysis, Business Analysis, Strategic Financial..., Recruiting, Customer Service, Training, Economic Research, Customer Insight, Property & Casualty..., Finance, Human Resources, Data Analysis, Leadership
Education
The University of Texas at Dallas
Master of Business Administration (M.B.A.)
The University of Texas at Austin
B.A., Economics, Psychology
American Airlines May 2014 - Present
American Airlines April 2013 - May 2014
Liberty Mutual Insurance November 2011 - March 2013
Medix Staffing Solutions August 2010 - October 2011
Northwestern Mutual Financial Network July 2009 - September 2009
Skills
Technical Recruiting, Financial Analysis, Business Analysis, Strategic Financial..., Recruiting, Customer Service, Training, Economic Research, Customer Insight, Property & Casualty..., Finance, Human Resources, Data Analysis, Leadership
Education
The University of Texas at Dallas
Master of Business Administration (M.B.A.)
The University of Texas at Austin
B.A., Economics, Psychology
Andrew Warmath's Northwestern Mutual Financial Network Experience December 2008 - December 2010
Job Chief Financial Officer at Barnes Crossing Auto Group
Industry Automotive
Experience
Barnes Crossing Auto Group July 2014 - Present
Mazda of Ridgeland November 2013 - Present
Mazda of Ridgeland July 2012 - October 2013
The Paducah Bank and Trust Company July 2011 - July 2012
Northwestern Mutual Financial Network December 2008 - December 2010
Paducah Bank and Trust Company May 2010 - July 2010
Precision Machine Inc May 2007 - August 2007
Skills
Sales, Microsoft Office, Public Speaking, Customer Service, Strategic Planning, Leadership, Financial Analysis
Education
University of Louisville 2007 — 2011
B.S, Business Administration; Finance and International Business
Universidad San Ignacio de Loyola 2009 — 2009
International Business and Spanish
Barnes Crossing Auto Group July 2014 - Present
Mazda of Ridgeland November 2013 - Present
Mazda of Ridgeland July 2012 - October 2013
The Paducah Bank and Trust Company July 2011 - July 2012
Northwestern Mutual Financial Network December 2008 - December 2010
Paducah Bank and Trust Company May 2010 - July 2010
Precision Machine Inc May 2007 - August 2007
Skills
Sales, Microsoft Office, Public Speaking, Customer Service, Strategic Planning, Leadership, Financial Analysis
Education
University of Louisville 2007 — 2011
B.S, Business Administration; Finance and International Business
Universidad San Ignacio de Loyola 2009 — 2009
International Business and Spanish
Kathy Mehlhop Hanson, CLTC Kathy Mehlhop Hanson, CLTC's Northwestern Mutual Financial Network Experience May 2002 - March 2011
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2011 - Present
Northwestern Mutual Financial Network May 2002 - March 2011
Seabourn Cruise Line and World Explorer Cruises 1987 - 2002
Seabourn Cruise Line 1987 - 1998
Pearl Cruises of Scandinavia 1984 - 1987
Skills
Financial Services, Strategic Planning, Insurance, Sales, Marketing, Marketing Strategy, Management, Investments, Microsoft Office, Long-term Care, Customer Service, Healthcare, Microsoft Excel, Strategic Financial..., Business Development, Event Planning, Team Leadership, Public Speaking, Team Building, Business Strategy, Leadership, Retirement Planning, Long Term Care Insurance, Disability Insurance, Estate Planning, Fixed Annuities, Program Management, Training, Finance, Project Management
Education
University of California, Davis 1980 — 1984
BS, French, Design
Institute for American Universities/IAU, Aix-en-Provence, France 1982 — 1983
French, Liberal Arts, Culture, History, Travel
Miramonte High School 1976 — 1980
Northwestern Mutual March 2011 - Present
Northwestern Mutual Financial Network May 2002 - March 2011
Seabourn Cruise Line and World Explorer Cruises 1987 - 2002
Seabourn Cruise Line 1987 - 1998
Pearl Cruises of Scandinavia 1984 - 1987
Skills
Financial Services, Strategic Planning, Insurance, Sales, Marketing, Marketing Strategy, Management, Investments, Microsoft Office, Long-term Care, Customer Service, Healthcare, Microsoft Excel, Strategic Financial..., Business Development, Event Planning, Team Leadership, Public Speaking, Team Building, Business Strategy, Leadership, Retirement Planning, Long Term Care Insurance, Disability Insurance, Estate Planning, Fixed Annuities, Program Management, Training, Finance, Project Management
Education
University of California, Davis 1980 — 1984
BS, French, Design
Institute for American Universities/IAU, Aix-en-Provence, France 1982 — 1983
French, Liberal Arts, Culture, History, Travel
Miramonte High School 1976 — 1980
Brad King, CFP(r)'s Northwestern Mutual Financial Network Experience May 2001 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2001 - Present
Education
University of Alabama 2000 — 2002
Business, Accounting
Bevill State Community College 1998 — 1999
Business
Northwestern Mutual Financial Network May 2001 - Present
Education
University of Alabama 2000 — 2002
Business, Accounting
Bevill State Community College 1998 — 1999
Business
Colleen Gendron Colleen Gendron's Northwestern Mutual Financial Network Experience February 2009 - October 2010
Job Owner at Paladin Transitional Care Management
Industry Consumer Services
Experience
Paladin Transitional Care Management May 2015 - Present
Northwestern Mutual January 2011 - January 2013
Northwestern Mutual Financial Network February 2009 - October 2010
Spa One June 2006 - August 2008
K Kirk Properties May 2005 - August 2008
Education
University of Arizona 2006 — 2008
Paladin Transitional Care Management May 2015 - Present
Northwestern Mutual January 2011 - January 2013
Northwestern Mutual Financial Network February 2009 - October 2010
Spa One June 2006 - August 2008
K Kirk Properties May 2005 - August 2008
Education
University of Arizona 2006 — 2008
Dave Herring, CPA, CFP(r), CLU, CLTC Dave Herring, CPA, CFP(r), CLU, CLTC's Northwestern Mutual Financial Network Experience 1991 - Present
Job Wealth Management Advisor, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 1991 - Present
Northwestern Mutual Financial Network 1991 - Present
AmSouth Bank 1986 - 1991
Ernst & Whinney 1982 - 1983
Education
University of Alabama 1978 — 1982
BS, Accounting
Northwestern Mutual July 1991 - Present
Northwestern Mutual Financial Network 1991 - Present
AmSouth Bank 1986 - 1991
Ernst & Whinney 1982 - 1983
Education
University of Alabama 1978 — 1982
BS, Accounting
Mark Prudhomme Mark Prudhomme's Northwestern Mutual Financial Network Experience 1977 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 1977 - Present
Northwestern Mutual Financial Network 1977 - Present
Skills
Disability Insurance, Retirement Planning, Strategic Financial..., Creative Direction, Retirement, Finance, Commercial Banking, Investments, Life Insurance, Estate Planning, Sales, Series 7, Financial Analysis, Strategic Planning, Customer Service
Education
University of Alabama 1971 — 1975
Marketing
Northwestern Mutual August 1977 - Present
Northwestern Mutual Financial Network 1977 - Present
Skills
Disability Insurance, Retirement Planning, Strategic Financial..., Creative Direction, Retirement, Finance, Commercial Banking, Investments, Life Insurance, Estate Planning, Sales, Series 7, Financial Analysis, Strategic Planning, Customer Service
Education
University of Alabama 1971 — 1975
Marketing
Nathan Stringfield Nathan Stringfield's Northwestern Mutual Financial Network Experience May 2009 - August 2009
Job
Industry Professional Training & Coaching
Experience
Urban Athletics August 2009 - Present
Northwestern Mutual Financial Network May 2009 - August 2009
University of Arizona Department of Campus Recreation August 2007 - January 2009
Winton & Assoc. May 2007 - August 2007
Flair Homes May 2004 - August 2004
Education
Lamar State College
Associates, Business
University of Arizona
Bachelor of Science, Business Administration; Finance
Urban Athletics August 2009 - Present
Northwestern Mutual Financial Network May 2009 - August 2009
University of Arizona Department of Campus Recreation August 2007 - January 2009
Winton & Assoc. May 2007 - August 2007
Flair Homes May 2004 - August 2004
Education
Lamar State College
Associates, Business
University of Arizona
Bachelor of Science, Business Administration; Finance
Chris Myers, Ph.D. Chris Myers, Ph.D.'s Northwestern Mutual Financial Network Experience February 1997 - Present
Job Insurance and Investment Professional at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network February 1997 - Present
University of Tennessee Health Science Center July 1989 - June 1996
UT Southwestern Medical Center at Dallas February 1984 - June 1989
Imperial Cancer Research Fund August 1979 - January 1984
Skills
Financial Modeling, Research, Analysis, Finance, Investments, Financial Analysis, Estate Planning, Retirement Planning, Strategic Financial..., Customer Service, Life Insurance, Disability Insurance, Strategic Planning, Retirement, Team Building, Wealth Accumulation, Insurance, Financial Planning, Public Speaking
Education
UCL 1979 — 1984
Ph.D., Immunology
University of Liverpool 1975 — 1979
B.Sc., Biochemistry
Northwestern Mutual Financial Network February 1997 - Present
University of Tennessee Health Science Center July 1989 - June 1996
UT Southwestern Medical Center at Dallas February 1984 - June 1989
Imperial Cancer Research Fund August 1979 - January 1984
Skills
Financial Modeling, Research, Analysis, Finance, Investments, Financial Analysis, Estate Planning, Retirement Planning, Strategic Financial..., Customer Service, Life Insurance, Disability Insurance, Strategic Planning, Retirement, Team Building, Wealth Accumulation, Insurance, Financial Planning, Public Speaking
Education
UCL 1979 — 1984
Ph.D., Immunology
University of Liverpool 1975 — 1979
B.Sc., Biochemistry
Hayden Geis's Northwestern Mutual Financial Network Experience November 2007 - Present
Job Financial Representative at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual Financial Network November 2007 - Present
Panda Express June 2006 - August 2007
Education
The University of Kansas 2002 — 2006
BGS
Northwestern Mutual Financial Network November 2007 - Present
Panda Express June 2006 - August 2007
Education
The University of Kansas 2002 — 2006
BGS
Lesle Quy Griessel, CLU, ChFC's Northwestern Mutual Financial Network Experience May 2002 - Present
Job Chief Development Officer
Industry Financial Services
Experience
Northwestern Mutual January 2013 - Present
Northwestern Mutual Financial Network May 2002 - Present
Skills
Recruiting, Certified Trainer, Coaching, College Recruiting, Leadership Development, Public Speaking, Sales Management, Sourcing, Customer Service, Management, Networking, Time Management, Training, Interviews, Human Resources, Talent Acquisition, Applicant Tracking..., Employee Relations, Leadership, Employee Training, Onboarding, Finance
Education
The University of Kansas 1999 — 2003
B.S., Business, Finance
Andover HS 1992 — 2002
Northwestern Mutual January 2013 - Present
Northwestern Mutual Financial Network May 2002 - Present
Skills
Recruiting, Certified Trainer, Coaching, College Recruiting, Leadership Development, Public Speaking, Sales Management, Sourcing, Customer Service, Management, Networking, Time Management, Training, Interviews, Human Resources, Talent Acquisition, Applicant Tracking..., Employee Relations, Leadership, Employee Training, Onboarding, Finance
Education
The University of Kansas 1999 — 2003
B.S., Business, Finance
Andover HS 1992 — 2002
Andrea Garay Martinez's Northwestern Mutual Financial Network Experience December 2008 - November 2010
Job Expertise in Instructional Design & Training (Online, Virtual, & Face to Face), Full Cycle Recruiting
Industry Human Resources
Experience
Frost & Sullivan November 2010 - Present
Northwestern Mutual Financial Network December 2008 - November 2010
Firstmark Credit Union January 2001 - November 2008
Skills
Organizational..., Training, Recruiting, Leadership, Management Consulting, Process Improvement, Employee Training, Customer Service, Management, Performance Management, Training & Development, Instructional Design, Human Resources, Career Development, Employee Relations, Insurance, Change Management
Education
Western Governors University 2014 — 2016
Master of Education (M.Ed.), Instructional Design
The University of Texas at San Antonio 1999 — 2003
Bachelors Degree, Communication; Public Relations and Technical Communication
Frost & Sullivan November 2010 - Present
Northwestern Mutual Financial Network December 2008 - November 2010
Firstmark Credit Union January 2001 - November 2008
Skills
Organizational..., Training, Recruiting, Leadership, Management Consulting, Process Improvement, Employee Training, Customer Service, Management, Performance Management, Training & Development, Instructional Design, Human Resources, Career Development, Employee Relations, Insurance, Change Management
Education
Western Governors University 2014 — 2016
Master of Education (M.Ed.), Instructional Design
The University of Texas at San Antonio 1999 — 2003
Bachelors Degree, Communication; Public Relations and Technical Communication
Emanuel Lovoy Emanuel Lovoy's Northwestern Mutual Financial Network Experience 1987 - Present
Job Financial Representative at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual Financial Network 1987 - Present
Skills
Fixed Annuities, Life Insurance, Retirement Planning, IRAs, Long-term Care, Retirement, Term Life Insurance, Insurance, 401k, Disability Insurance, FINRA, Finance, Long Term Care Insurance, Series 7, Series 65, Marketing, Financial Planning, Customer Service
Education
University of Alabama at Birmingham
Bachelor of Arts, Psychology/Socialogy and Criminal Justice
Northwestern Mutual Financial Network 1987 - Present
Skills
Fixed Annuities, Life Insurance, Retirement Planning, IRAs, Long-term Care, Retirement, Term Life Insurance, Insurance, 401k, Disability Insurance, FINRA, Finance, Long Term Care Insurance, Series 7, Series 65, Marketing, Financial Planning, Customer Service
Education
University of Alabama at Birmingham
Bachelor of Arts, Psychology/Socialogy and Criminal Justice
Scott Sweet J.D., CLU, CFP, ChFC's Northwestern Mutual Financial Network Experience January 1998 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company February 1998 - Present
Northwestern Mutual Financial Network January 1998 - Present
Skills
Management, Wealth Management, Finance, Trading, Business, Retirement Planning, Investments, Strategic Financial..., Financial Reporting, Estate Planning, Insurance, Wealth Management..., Retirement, 401k, Securities, Wealth, Leadership, Financial Planning
Education
The University of Texas - School of Law 1987 — 1990
JD, Law
The University of Texas at Austin 1981 — 1985
BBA, Accounting
R.L. Turner High School 1977 — 1981
Northwestern Mutual Wealth Management Company February 1998 - Present
Northwestern Mutual Financial Network January 1998 - Present
Skills
Management, Wealth Management, Finance, Trading, Business, Retirement Planning, Investments, Strategic Financial..., Financial Reporting, Estate Planning, Insurance, Wealth Management..., Retirement, 401k, Securities, Wealth, Leadership, Financial Planning
Education
The University of Texas - School of Law 1987 — 1990
JD, Law
The University of Texas at Austin 1981 — 1985
BBA, Accounting
R.L. Turner High School 1977 — 1981
Pete Van Scoy Pete Van Scoy's Northwestern Mutual Financial Network Experience 2006 - 2007
Job Recruiting Manager at Beacon Hill Staffing Group
Industry Staffing and Recruiting
Experience
Beacon Hill Staffing Group March 2012 - Present
Frontline Source Group October 2011 - March 2012
Accounting Principals October 2008 - July 2011
The CSI Companies July 2008 - September 2008
State Farm Insurance August 2007 - May 2008
Northwestern Mutual Financial Network 2006 - 2007
Skills
Human Resources, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Internet Recruiting, Recruiting, Contract Recruitment, Staffing Services, Temporary Placement, Sales, Executive Search, Consulting, Temporary Staffing, Account Management, Talent Management, Permanent Placement, Finance, Benefits Negotiation, Benefits Administration, Onboarding, Sourcing, PeopleSoft, Accounting, Cold Calling, College Recruiting, Staff Augmentation, Interviews, Payroll, Screening Resumes, Training, Time Management, Screening, Recruitment Advertising, Resume Writing, Employee Relations
Education
The University of Texas at Austin 2002 — 2006
Bachelors Degree
Beacon Hill Staffing Group March 2012 - Present
Frontline Source Group October 2011 - March 2012
Accounting Principals October 2008 - July 2011
The CSI Companies July 2008 - September 2008
State Farm Insurance August 2007 - May 2008
Northwestern Mutual Financial Network 2006 - 2007
Skills
Human Resources, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Internet Recruiting, Recruiting, Contract Recruitment, Staffing Services, Temporary Placement, Sales, Executive Search, Consulting, Temporary Staffing, Account Management, Talent Management, Permanent Placement, Finance, Benefits Negotiation, Benefits Administration, Onboarding, Sourcing, PeopleSoft, Accounting, Cold Calling, College Recruiting, Staff Augmentation, Interviews, Payroll, Screening Resumes, Training, Time Management, Screening, Recruitment Advertising, Resume Writing, Employee Relations
Education
The University of Texas at Austin 2002 — 2006
Bachelors Degree
Jeffrey Zorn, CLU, ChFC Jeffrey Zorn, CLU, ChFC's Northwestern Mutual Financial Network Experience Financial RepresentativeNorthwestern Mutual LifeJuly 1989 - Present
Job Financial Advisor at Northwestern Mutual Life
Industry Financial Services
Experience
Northwestern Mutual Financial Network Financial RepresentativeNorthwestern Mutual LifeJuly 1989 - Present
Skills
Series 63, Series 7
Education
Union College 1983 — 2003
Northwestern Mutual Financial Network Financial RepresentativeNorthwestern Mutual LifeJuly 1989 - Present
Skills
Series 63, Series 7
Education
Union College 1983 — 2003
Melissa Wolcott, SPHR's Northwestern Mutual Financial Network Experience February 2008 - December 2008
Job Benefits Specialist
Industry Human Resources
Experience
I Supply Company March 2014 - August 2014
Hohman Plating & Mfg., Inc. October 2011 - September 2013
Contech Design, Inc. September 2010 - October 2011
Northwestern Mutual Financial Network February 2008 - December 2008
ALT Architecture, Inc. April 2003 - June 2007
Reynolds & Reynolds March 2002 - January 2003
Triad Performance Technologies, Inc. August 2000 - September 2001
Blue Cross Blue Shield April 1993 - August 1997
Sprint November 1989 - November 1992
DST Systems November 1983 - November 1989
Skills
Technical Writing, Human Resources, Event Planning, Organizational..., Training, Customer Service, Recruiting, Instructional Design, Program Facilitation, Microsoft Office, Employee Relations, Analysis
Education
The University of Kansas 1979 — 1983
BSJ, Journalism - PR and Marketing
I Supply Company March 2014 - August 2014
Hohman Plating & Mfg., Inc. October 2011 - September 2013
Contech Design, Inc. September 2010 - October 2011
Northwestern Mutual Financial Network February 2008 - December 2008
ALT Architecture, Inc. April 2003 - June 2007
Reynolds & Reynolds March 2002 - January 2003
Triad Performance Technologies, Inc. August 2000 - September 2001
Blue Cross Blue Shield April 1993 - August 1997
Sprint November 1989 - November 1992
DST Systems November 1983 - November 1989
Skills
Technical Writing, Human Resources, Event Planning, Organizational..., Training, Customer Service, Recruiting, Instructional Design, Program Facilitation, Microsoft Office, Employee Relations, Analysis
Education
The University of Kansas 1979 — 1983
BSJ, Journalism - PR and Marketing
Dan Ertz's Northwestern Mutual Financial Network Experience 2003 - Present
Job Managing Partner, Retired at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2003 - Present
Northwestern Mutual 1976 - 2003
Education
University of Kansas 1956 — 1960
Personnel Administration
Northwestern Mutual Financial Network 2003 - Present
Northwestern Mutual 1976 - 2003
Education
University of Kansas 1956 — 1960
Personnel Administration
Jessica Yorks Jessica Yorks's Northwestern Mutual Financial Network Experience January 2010 - June 2012
Job Senior Client Associate at J.P. Morgan
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
J.P. Morgan September 2014 - April 2015
Loomis, Sayles & Company July 2012 - August 2014
Northwestern Mutual Financial Network January 2010 - June 2012
Katz & Seligman September 2009 - December 2009
UBS Wealth Management June 2009 - August 2009
Smith Barney June 2008 - August 2008
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts, Economics and American Studies; minor in Legal Studies
Morgan Stanley April 2015 - Present
J.P. Morgan September 2014 - April 2015
Loomis, Sayles & Company July 2012 - August 2014
Northwestern Mutual Financial Network January 2010 - June 2012
Katz & Seligman September 2009 - December 2009
UBS Wealth Management June 2009 - August 2009
Smith Barney June 2008 - August 2008
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts, Economics and American Studies; minor in Legal Studies
Chase Coffin's Northwestern Mutual Financial Network Experience May 2010 - August 2010
Job Grosvenor Capital Management
Industry Investment Management
Experience
GCM Grosvenor December 2014 - Present
PwC October 2012 - December 2014
PwC May 2011 - August 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Skills
Management, CRM, Customer Satisfaction, Accounting, Financial Analysis, Microsoft Excel, Financial Accounting, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Word, GAAP, CPA, US GAAP, Finance, Financial Statements, Tax
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master's of Accountancy, Accounting
University of Kansas 2007 — 2011
Bachelor of Science (BS), Accounting
GCM Grosvenor December 2014 - Present
PwC October 2012 - December 2014
PwC May 2011 - August 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Skills
Management, CRM, Customer Satisfaction, Accounting, Financial Analysis, Microsoft Excel, Financial Accounting, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Word, GAAP, CPA, US GAAP, Finance, Financial Statements, Tax
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master's of Accountancy, Accounting
University of Kansas 2007 — 2011
Bachelor of Science (BS), Accounting
Bette Lubas's Northwestern Mutual Financial Network Experience 2001 - Present
Job Director of Recruiting at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2001 - Present
Skills
Recruiting, Applicant Tracking...
Education
University of Bridgeport 1977 — 1979
Dental Hygiene
Northwestern Mutual Financial Network 2001 - Present
Skills
Recruiting, Applicant Tracking...
Education
University of Bridgeport 1977 — 1979
Dental Hygiene
Heeten Patel Heeten Patel's Northwestern Mutual Financial Network Experience May 2010 - Present
Job at Northwestern Mutual
Industry Accounting
Experience
Northwestern Mutual Financial Network May 2010 - Present
Education
University of Alabama at Birmingham 2006 — 2010
Northwestern Mutual Financial Network May 2010 - Present
Education
University of Alabama at Birmingham 2006 — 2010
Jeffrey Crosley CFP® CLU Jeffrey Crosley CFP® CLU's Northwestern Mutual Financial Network Experience 2001 - Present
Job Wealth Management Advisor / District Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2001 - Present
Education
University of Baltimore 1999 — 2001
Northwestern Mutual Financial Network 2001 - Present
Education
University of Baltimore 1999 — 2001
Annie Hutton's Northwestern Mutual Financial Network Experience 2002 - 2008
Job Manager Talent Acquisition at Castlight Health
Industry Staffing and Recruiting
Experience
Castlight Health February 2015 - Present
DocuSign June 2014 - August 2014
The Sourcery December 2012 - May 2014
Box February 2012 - September 2012
Google 2011 - February 2012
Hutton Broadcasting 2008 - 2010
Northwestern Mutual Financial Network 2002 - 2008
Skyscape Inc 2001 - 2002
Skills
Business Development, Recruiting, Product Management, Strategy, Management, Sales, Interviews, Marketing, Enterprise Software, Program Management, Advertising, Project Planning, Marketing Management, Event Management, Hiring, Sourcing, Team Building, Time Management, Start-ups, Project Management, Training, Leadership
Education
Trinity College-Hartford 1997 — 2001
Bachelor of Arts, English
University of Cape Town 2000 — 2000
Roland Park Country School 1988 — 1997
Castlight Health February 2015 - Present
DocuSign June 2014 - August 2014
The Sourcery December 2012 - May 2014
Box February 2012 - September 2012
Google 2011 - February 2012
Hutton Broadcasting 2008 - 2010
Northwestern Mutual Financial Network 2002 - 2008
Skyscape Inc 2001 - 2002
Skills
Business Development, Recruiting, Product Management, Strategy, Management, Sales, Interviews, Marketing, Enterprise Software, Program Management, Advertising, Project Planning, Marketing Management, Event Management, Hiring, Sourcing, Team Building, Time Management, Start-ups, Project Management, Training, Leadership
Education
Trinity College-Hartford 1997 — 2001
Bachelor of Arts, English
University of Cape Town 2000 — 2000
Roland Park Country School 1988 — 1997
Pamela Ringgenberg's Northwestern Mutual Financial Network Experience September 2006 - April 2011
Job General manager at Rusty Taco MN
Industry Hospitality
Experience
Rusty Taco MN April 2011 - Present
Mentor Tech Group September 2008 - May 2011
Northwestern Mutual Financial Network September 2006 - April 2011
St. Paul Harley-Davidson/Buell October 2004 - February 2006
Summit Brewing Company December 1994 - July 2004
Education
The University of North Dakota 1983 — 1988
BBA, Business Administration
The University of North Dakota 1983 — 1988
Business Administration and Management, General
Rusty Taco MN April 2011 - Present
Mentor Tech Group September 2008 - May 2011
Northwestern Mutual Financial Network September 2006 - April 2011
St. Paul Harley-Davidson/Buell October 2004 - February 2006
Summit Brewing Company December 1994 - July 2004
Education
The University of North Dakota 1983 — 1988
BBA, Business Administration
The University of North Dakota 1983 — 1988
Business Administration and Management, General
Chris Moller's Northwestern Mutual Financial Network Experience October 2008 - December 2010
Job Pharmaceutical Sales Specialist at AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca December 2010 - Present
Northwestern Mutual Financial Network October 2008 - December 2010
Forest Pharmaceuticals April 2002 - October 2008
University of Alabama August 1999 - August 2001
Tuscaloosa Academy August 1997 - August 1999
Skills
Cardiology, Pharmaceutical Sales, Sales Operations, Pharmaceutical Industry, Neurology, Urology, Sales Effectiveness, Selling, Oncology, Medical Devices, Selling Skills, Time Management, Sales, Sales Management, Endocrinology, Product Launch, OB/GYN, Recruiting, Leadership, Operating Room, Strategic Planning, Managed Care, Capital Equipment
Education
University of Alabama 1994 — 1999
Bachelor of Science (BS), Education
AstraZeneca December 2010 - Present
Northwestern Mutual Financial Network October 2008 - December 2010
Forest Pharmaceuticals April 2002 - October 2008
University of Alabama August 1999 - August 2001
Tuscaloosa Academy August 1997 - August 1999
Skills
Cardiology, Pharmaceutical Sales, Sales Operations, Pharmaceutical Industry, Neurology, Urology, Sales Effectiveness, Selling, Oncology, Medical Devices, Selling Skills, Time Management, Sales, Sales Management, Endocrinology, Product Launch, OB/GYN, Recruiting, Leadership, Operating Room, Strategic Planning, Managed Care, Capital Equipment
Education
University of Alabama 1994 — 1999
Bachelor of Science (BS), Education
Julian-Edgar Dewberry's Northwestern Mutual Financial Network Experience June 2006 - June 2008
Job Manager at Nationwide Credit, Inc.
Industry Financial Services
Experience
Nationwide Credit, Inc. March 2010 - Present
Bank of America September 2008 - October 2009
Northwestern Mutual Financial Network June 2006 - June 2008
UC Davis 1999 - 2004
Skills
Customer Satisfaction, Customer Service..., Sales Management, Management, Credit, Finance, Strategic Financial..., Budgets, Retirement, Portfolio Management, Analytics, Strategic Planning, Life Insurance, 401k, Sociology, Outstanding...
Education
University of California, Davis 1999 — 2004
Bachelor's degree, Sociology ( Law & Society)
Nationwide Credit, Inc. March 2010 - Present
Bank of America September 2008 - October 2009
Northwestern Mutual Financial Network June 2006 - June 2008
UC Davis 1999 - 2004
Skills
Customer Satisfaction, Customer Service..., Sales Management, Management, Credit, Finance, Strategic Financial..., Budgets, Retirement, Portfolio Management, Analytics, Strategic Planning, Life Insurance, 401k, Sociology, Outstanding...
Education
University of California, Davis 1999 — 2004
Bachelor's degree, Sociology ( Law & Society)
Jordan M. Guynn, LUTCF's Northwestern Mutual Financial Network Experience May 2006 - August 2007
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
New York Life February 2009 - October 2012
Merrill Lynch August 2007 - January 2009
Northwestern Mutual Financial Network May 2006 - August 2007
Ameriprise Financial Services, Inc. October 2005 - April 2006
Skills
Retirement Planning, Alternative Investments, Investments, Estate Planning, Wealth Management, Insurance, Financial Analysis, Mutual Funds, Portfolio Management, Retirement, Finance
Education
Tufts University 2001 — 2005
Germantown Academy
Wells Fargo September 2012 - Present
New York Life February 2009 - October 2012
Merrill Lynch August 2007 - January 2009
Northwestern Mutual Financial Network May 2006 - August 2007
Ameriprise Financial Services, Inc. October 2005 - April 2006
Skills
Retirement Planning, Alternative Investments, Investments, Estate Planning, Wealth Management, Insurance, Financial Analysis, Mutual Funds, Portfolio Management, Retirement, Finance
Education
Tufts University 2001 — 2005
Germantown Academy
John Pherrin's Northwestern Mutual Financial Network Experience May 2004 - December 2004
Job Assistant Ground Fueling Manager at ClaVal
Industry Utilities
Experience
Cla-Val January 2011 - Present
Cla-Val January 2009 - January 2011
Cla-Val January 2005 - January 2009
City Of Laguna Beach Department of Marine Safety April 2000 - October 2005
Northwestern Mutual Financial Network May 2004 - December 2004
Skills
Sales, Contract Negotiation, Forecasting, Manufacturing, Marketing, Start-ups, Account Management, Inventory Management, Sales Management, New Business Development, Strategic Planning, Sales Operations, Marketing Strategy, Budgets, Product Development, Business Development, Trade Shows, Project Management, Customer Service, Management, Pricing, Microsoft Office, Product Management, Negotiation
Education
University of Arizona, Eller College of Management 2000 — 2004
BS, Business Management
Cla-Val January 2011 - Present
Cla-Val January 2009 - January 2011
Cla-Val January 2005 - January 2009
City Of Laguna Beach Department of Marine Safety April 2000 - October 2005
Northwestern Mutual Financial Network May 2004 - December 2004
Skills
Sales, Contract Negotiation, Forecasting, Manufacturing, Marketing, Start-ups, Account Management, Inventory Management, Sales Management, New Business Development, Strategic Planning, Sales Operations, Marketing Strategy, Budgets, Product Development, Business Development, Trade Shows, Project Management, Customer Service, Management, Pricing, Microsoft Office, Product Management, Negotiation
Education
University of Arizona, Eller College of Management 2000 — 2004
BS, Business Management
Bill Bauer's Northwestern Mutual Financial Network Experience Sales RepFreeman Securities1995 - 2001
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network Sales RepFreeman Securities1995 - 2001
4-4 fa 1987 - 1990
4-4 fa 1987 - 1990
Army Lacrosse 1980 - 1983
Skills
Financial Modeling, Coaching, Series 63, Retirement Planning, Series 7, Investments, Wealth Management, Sports, Leadership, Operations Management, Leadership Development, Cross-functional Team..., Education Funding, Sales, Management, Risk Management, Team Building, Strategy
Education
United States Military Academy at West Point 1980 — 1983
MHS
MHS
Northwestern Mutual Financial Network Sales RepFreeman Securities1995 - 2001
4-4 fa 1987 - 1990
4-4 fa 1987 - 1990
Army Lacrosse 1980 - 1983
Skills
Financial Modeling, Coaching, Series 63, Retirement Planning, Series 7, Investments, Wealth Management, Sports, Leadership, Operations Management, Leadership Development, Cross-functional Team..., Education Funding, Sales, Management, Risk Management, Team Building, Strategy
Education
United States Military Academy at West Point 1980 — 1983
MHS
MHS
Alyssa M. Hudak's Northwestern Mutual Financial Network Experience 2007 - Present
Job Financial Rep, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2007 - Present
Northwestern Mutual Financial Network 2007 - Present
Integrated Financial Solutions January 2006 - June 2007
Medallion Group May 2003 - December 2005
Education
Towson University 1999 — 2003
Bachelors of Science, Business Administration, Financial Management
Northwestern Mutual June 2007 - Present
Northwestern Mutual Financial Network 2007 - Present
Integrated Financial Solutions January 2006 - June 2007
Medallion Group May 2003 - December 2005
Education
Towson University 1999 — 2003
Bachelors of Science, Business Administration, Financial Management
Paul Bugbee's Northwestern Mutual Financial Network Experience August 1990 - Present
Job Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network August 1990 - Present
Skills
Retirement Planning, Series 7, Strategic Financial..., Asset Management, Investments, Securities, Portfolio Management, Estate Planning, Fixed Income, Financial Analysis, Equities, Finance, Insurance, Life Insurance, Credit Analysis, Disability Insurance, Wealth Management, Retirement, Financial Services, Asset Allocation, Hedge Funds, Mutual Funds, Financial Risk, Series 63, 401k, Bloomberg
Education
State University of New York at Albany 1978 — 1983
Bachelor's degree, Finance and Financial Management Services
Northwestern Mutual Financial Network August 1990 - Present
Skills
Retirement Planning, Series 7, Strategic Financial..., Asset Management, Investments, Securities, Portfolio Management, Estate Planning, Fixed Income, Financial Analysis, Equities, Finance, Insurance, Life Insurance, Credit Analysis, Disability Insurance, Wealth Management, Retirement, Financial Services, Asset Allocation, Hedge Funds, Mutual Funds, Financial Risk, Series 63, 401k, Bloomberg
Education
State University of New York at Albany 1978 — 1983
Bachelor's degree, Finance and Financial Management Services
Pat Gibbons's Northwestern Mutual Financial Network Experience May 2003 - February 2013
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2013 - Present
Northwestern Mutual Financial Network May 2003 - February 2013
Reznick Group 1989 - 2003
Education
University of Baltimore 1982 — 1984
Northwestern Mutual February 2013 - Present
Northwestern Mutual Financial Network May 2003 - February 2013
Reznick Group 1989 - 2003
Education
University of Baltimore 1982 — 1984
Ruth C. Wiseman's Northwestern Mutual Financial Network Experience March 2009 - September 2010
Job SelfEmployed Bookkeeper / Writer
Industry Accounting
Experience
Self Employed June 2012 - Present
PTI June 2012 - June 2014
PNC Bank September 2010 - September 2011
Northwestern Mutual Financial Network March 2009 - September 2010
PNC Bank April 2006 - March 2009
Pinsker's Judaica December 2004 - April 2006
Kollel Jewish Learning Center July 2004 - July 2005
Jewish Community Center of Greater October 2003 - April 2004
Jewish Family & Children's Services November 1993 - June 2003
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Wealth Management, Investments, Banking, Portfolio Management, Risk Management, Series 7, Securities, Microsoft Excel, Data Analysis, Budgets, Finance, Loans, Accounting, Fundraising, Public Relations, Commercial Banking
Education
University of California, Davis 1990 — 1992
B.A, International Relations; Economics and Russian
Laney College
Political Science, International Relations and Affairs
Self Employed June 2012 - Present
PTI June 2012 - June 2014
PNC Bank September 2010 - September 2011
Northwestern Mutual Financial Network March 2009 - September 2010
PNC Bank April 2006 - March 2009
Pinsker's Judaica December 2004 - April 2006
Kollel Jewish Learning Center July 2004 - July 2005
Jewish Community Center of Greater October 2003 - April 2004
Jewish Family & Children's Services November 1993 - June 2003
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Wealth Management, Investments, Banking, Portfolio Management, Risk Management, Series 7, Securities, Microsoft Excel, Data Analysis, Budgets, Finance, Loans, Accounting, Fundraising, Public Relations, Commercial Banking
Education
University of California, Davis 1990 — 1992
B.A, International Relations; Economics and Russian
Laney College
Political Science, International Relations and Affairs
Anthony Bohanske's Northwestern Mutual Financial Network Experience 2007 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2007 - Present
Education
University at Albany, SUNY 2002 — 2006
Bachelors, Economics & English
Schenectady High School 1998 — 2002
High School Diploma
Northwestern Mutual Financial Network 2007 - Present
Education
University at Albany, SUNY 2002 — 2006
Bachelors, Economics & English
Schenectady High School 1998 — 2002
High School Diploma
L. Paul Jackson, II's Northwestern Mutual Financial Network Experience May 1999 - June 2000
Job Associate Attorney at Shipley & Horne, P.A.
Industry Law Practice
Experience
Shipley & Horne, P.A. January 2014 - Present
McNamee, Hosea, Jernigan, Kim, Greenan & Lynch, P.A. June 2011 - January 2014
Innovative 2012 - 2013
Innovative 2012 - 2013
Prince George's County Circuit Court August 2010 - June 2011
Law Offices of Foran & Foran, P.A. May 2008 - May 2010
University of Baltimore School of Law Tax Clinic August 2009 - December 2009
Under Armour, Inc. June 2009 - August 2009
Charles Schwab & Co., Inc. June 2000 - April 2008
Northwestern Mutual Financial Network May 1999 - June 2000
Skills
Title Insurance, Civil Litigation, Family Law
Education
University of Baltimore School of Law 2007 — 2010
Doctor of Law (JD)
University of Maryland College Park 1994 — 1999
B.S., Health and Human Performance
Bishop McNamara High School 1991 — 1994
Shipley & Horne, P.A. January 2014 - Present
McNamee, Hosea, Jernigan, Kim, Greenan & Lynch, P.A. June 2011 - January 2014
Innovative 2012 - 2013
Innovative 2012 - 2013
Prince George's County Circuit Court August 2010 - June 2011
Law Offices of Foran & Foran, P.A. May 2008 - May 2010
University of Baltimore School of Law Tax Clinic August 2009 - December 2009
Under Armour, Inc. June 2009 - August 2009
Charles Schwab & Co., Inc. June 2000 - April 2008
Northwestern Mutual Financial Network May 1999 - June 2000
Skills
Title Insurance, Civil Litigation, Family Law
Education
University of Baltimore School of Law 2007 — 2010
Doctor of Law (JD)
University of Maryland College Park 1994 — 1999
B.S., Health and Human Performance
Bishop McNamara High School 1991 — 1994
Greg Gertz's Northwestern Mutual Financial Network Experience April 2007 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network April 2007 - Present
Northwestern Mutual 2007 - Present
Education
The University of Kansas 1988 — 1992
Bachelor
Northwestern Mutual Financial Network April 2007 - Present
Northwestern Mutual 2007 - Present
Education
The University of Kansas 1988 — 1992
Bachelor
Bobby Rosener's Northwestern Mutual Financial Network Experience May 2008 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual Financial Network May 2008 - Present
Education
University of Arkansas 2006 — 2010
Business
Northwestern Mutual Financial Network May 2008 - Present
Education
University of Arkansas 2006 — 2010
Business
Jorge A. Molina, CLU's Northwestern Mutual Financial Network Experience June 1980 - Present
Job Financial Services
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 1980 - Present
Education
Universidad Externado de Colombia
B.A.
Northwestern Mutual Financial Network June 1980 - Present
Education
Universidad Externado de Colombia
B.A.
Jeremy Webb's Northwestern Mutual Financial Network Experience January 2002 - December 2003
Job Marketing Manager at SERVPRO of C/B, R/H/F, and WC
Industry Consumer Services
Experience
SERVPRO of Cullman/Blount, Russellville/Hamilton/Fayette, and Walker County September 2005 - Present
Franks and Webb Financial Services January 2004 - September 2005
Northwestern Mutual Financial Network January 2002 - December 2003
Waverlee Homes January 1997 - January 2002
Skills
Restoration, Customer Relations, Customer Service, New Business Development, Sales Management, Estimating, Project Planning, Project Coordination, Sales Process, Sales Operations, Disaster Response, Emergency Services, Mold Remediation, Water Damage, Insurance, Coaching, Fire Management, Small Business, Sales, Contract Negotiation, Water, Cold Calling, Customer Satisfaction, Direct Sales, Account Management, Operations Management, Loss Mitigation
Education
University of Alabama 1995 — 1997
B.S., Management Science and Statistics
SERVPRO of Cullman/Blount, Russellville/Hamilton/Fayette, and Walker County September 2005 - Present
Franks and Webb Financial Services January 2004 - September 2005
Northwestern Mutual Financial Network January 2002 - December 2003
Waverlee Homes January 1997 - January 2002
Skills
Restoration, Customer Relations, Customer Service, New Business Development, Sales Management, Estimating, Project Planning, Project Coordination, Sales Process, Sales Operations, Disaster Response, Emergency Services, Mold Remediation, Water Damage, Insurance, Coaching, Fire Management, Small Business, Sales, Contract Negotiation, Water, Cold Calling, Customer Satisfaction, Direct Sales, Account Management, Operations Management, Loss Mitigation
Education
University of Alabama 1995 — 1997
B.S., Management Science and Statistics
Jonathan Lau's Northwestern Mutual Financial Network Experience August 2008 - December 2008
Job Institutional Sales at FactSet
Industry Financial Services
Experience
FactSet September 2014 - Present
FactSet Research Systems July 2012 - September 2014
FactSet Research Systems, Inc February 2010 - July 2012
Northwestern Mutual Financial Network August 2008 - December 2008
Citigroup Smith Barney December 2006 - December 2007
Pre-Paid Legal Services November 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Investments, Valuation, Private Equity, Asset Allocation, Capital Markets, Hedge Funds, Financial Services, Asset Management, Equity Research, Alternative Investments, Investment Banking, Fixed Income, Equities, Bloomberg, Finance, FactSet
Education
University of California, Berkeley 2005 — 2009
Economics
Universitat Autònoma de Barcelona 2009 — 2009
International Business
FactSet September 2014 - Present
FactSet Research Systems July 2012 - September 2014
FactSet Research Systems, Inc February 2010 - July 2012
Northwestern Mutual Financial Network August 2008 - December 2008
Citigroup Smith Barney December 2006 - December 2007
Pre-Paid Legal Services November 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Investments, Valuation, Private Equity, Asset Allocation, Capital Markets, Hedge Funds, Financial Services, Asset Management, Equity Research, Alternative Investments, Investment Banking, Fixed Income, Equities, Bloomberg, Finance, FactSet
Education
University of California, Berkeley 2005 — 2009
Economics
Universitat Autònoma de Barcelona 2009 — 2009
International Business
Katie Estok's Northwestern Mutual Financial Network Experience August 2008 - November 2010
Job Master of the House, Fulltime domestic engineer, aka "Mom"
Industry Mental Health Care
Experience
Northwestern Mutual (contractor) March 2014 - Present
NMFN December 2010 - May 2012
Northwestern Mutual Financial Network August 2008 - November 2010
Skills
Marketing, Account Management, Social Media, Insurance, Sales, Outlook, Social Networking, Event Planning
Education
Trevecca Nazarene University 2000 — 2003
MA, Psychology
Trevecca Nazarene University 1996 — 1999
BA, Psychology
Webb School of Knoxville
Northwestern Mutual (contractor) March 2014 - Present
NMFN December 2010 - May 2012
Northwestern Mutual Financial Network August 2008 - November 2010
Skills
Marketing, Account Management, Social Media, Insurance, Sales, Outlook, Social Networking, Event Planning
Education
Trevecca Nazarene University 2000 — 2003
MA, Psychology
Trevecca Nazarene University 1996 — 1999
BA, Psychology
Webb School of Knoxville
Tara Pezze's Northwestern Mutual Financial Network Experience August 2007 - March 2011
Job Insurance Professional
Industry Financial Services
Experience
Empire Region Insurance Agency January 2013 - Present
Real Estate Options, LLC May 2004 - Present
Northwestern Mutual Financial Network - The Tronco Financial Group November 2011 - December 2012
Progressive Insurance April 2011 - October 2011
Northwestern Mutual Financial Network August 2007 - March 2011
Skills
Disability Insurance, Retirement Planning, Training, Employee Benefits, Life Insurance, Recruiting, Strategic Financial..., Account Management, Auto Insurance, Business Insurance, Homeowners Insurance, Finance, Financial Analysis, Homeowners, Fixed Annuities, Sales Management, Underwriting, Health Insurance, Long Term Care Insurance, Leadership, Direct Sales, Long-term Care, Insurance, Analysis
Education
Union College 2003 — 2007
BA, Economics/History
Empire Region Insurance Agency January 2013 - Present
Real Estate Options, LLC May 2004 - Present
Northwestern Mutual Financial Network - The Tronco Financial Group November 2011 - December 2012
Progressive Insurance April 2011 - October 2011
Northwestern Mutual Financial Network August 2007 - March 2011
Skills
Disability Insurance, Retirement Planning, Training, Employee Benefits, Life Insurance, Recruiting, Strategic Financial..., Account Management, Auto Insurance, Business Insurance, Homeowners Insurance, Finance, Financial Analysis, Homeowners, Fixed Annuities, Sales Management, Underwriting, Health Insurance, Long Term Care Insurance, Leadership, Direct Sales, Long-term Care, Insurance, Analysis
Education
Union College 2003 — 2007
BA, Economics/History
Aaron Deimling's Northwestern Mutual Financial Network Experience July 2004 - June 2011
Job Financial Services Account Director at Harden and Associates
Industry Financial Services
Experience
Harden and Associates June 2011 - Present
Northwestern Mutual Financial Network July 2004 - June 2011
Education
LJ 2014
The University of Tennessee at Chattanooga
The University of Tennessee at Chattanooga
Harden and Associates June 2011 - Present
Northwestern Mutual Financial Network July 2004 - June 2011
Education
LJ 2014
The University of Tennessee at Chattanooga
The University of Tennessee at Chattanooga
Madeline Neighly's Northwestern Mutual Financial Network Experience February 2004 - August 2005
Job Attorney at Columbia Legal Services
Industry Legal Services
Experience
Columbia Legal Services July 2014 - Present
National Employment Law Project January 2009 - July 2014
Justice Now September 2008 - January 2009
Domestic Violence Practicum at Berkeley Law January 2008 - May 2008
Public Advocates August 2007 - December 2007
India Centre for Human Rights and the Law May 2007 - July 2007
TGI Justice Project June 2006 - August 2006
Northwestern Mutual Financial Network February 2004 - August 2005
Education
University of California, Berkeley - School of Law 2005 — 2008
JD, Law
University of California, Berkeley 2000 — 2003
BA, Gender Studies
Columbia Legal Services July 2014 - Present
National Employment Law Project January 2009 - July 2014
Justice Now September 2008 - January 2009
Domestic Violence Practicum at Berkeley Law January 2008 - May 2008
Public Advocates August 2007 - December 2007
India Centre for Human Rights and the Law May 2007 - July 2007
TGI Justice Project June 2006 - August 2006
Northwestern Mutual Financial Network February 2004 - August 2005
Education
University of California, Berkeley - School of Law 2005 — 2008
JD, Law
University of California, Berkeley 2000 — 2003
BA, Gender Studies
Margene Cork's Northwestern Mutual Financial Network Experience 2005 - 2007
Job Medical Transcriptionist Self Employed
Industry Executive Office
Experience
Self Employed June 2009 - Present
King & Brainard September 2007 - April 2009
Northwestern Mutual Financial Network 2005 - 2007
Travel and Transport 1997 - 2004
Skills
Budgets, Management, Process Improvement, Customer Service, Microsoft Excel, Leadership, Microsoft Word, Telephone Skills, PowerPoint, Microsoft Office, Sales, Event Planning
Education
The University of South Dakota 1962 — 1964
Associate Degree, Business
Self Employed June 2009 - Present
King & Brainard September 2007 - April 2009
Northwestern Mutual Financial Network 2005 - 2007
Travel and Transport 1997 - 2004
Skills
Budgets, Management, Process Improvement, Customer Service, Microsoft Excel, Leadership, Microsoft Word, Telephone Skills, PowerPoint, Microsoft Office, Sales, Event Planning
Education
The University of South Dakota 1962 — 1964
Associate Degree, Business
Daniel Glover's Northwestern Mutual Financial Network Experience May 2009 - December 2010
Job Major Account Representative at Michigan Office Solutions (MOS)
Industry Business Supplies and Equipment
Experience
Michigan Office Solutions (MOS) April 2014 - Present
Michigan Office Solutions (MOS) November 2012 - Present
Johnson Brothers Liquor Company August 2011 - August 2012
Northwestern Mutual Financial Network May 2009 - December 2010
Skills
Social Media, Sales, Management, Customer Service, Account Management, Leadership, Solution Selling, Selling, Time Management, Sales Process, Sales Operations
Education
The University of South Dakota 2007 — 2011
Bachelor's Degree, Organizational Communications, Coaching (minor)
Michigan Office Solutions (MOS) April 2014 - Present
Michigan Office Solutions (MOS) November 2012 - Present
Johnson Brothers Liquor Company August 2011 - August 2012
Northwestern Mutual Financial Network May 2009 - December 2010
Skills
Social Media, Sales, Management, Customer Service, Account Management, Leadership, Solution Selling, Selling, Time Management, Sales Process, Sales Operations
Education
The University of South Dakota 2007 — 2011
Bachelor's Degree, Organizational Communications, Coaching (minor)
Beto Campa's Northwestern Mutual Financial Network Experience May 2008 - November 2008
Job Investment Data Ops Specialist at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 2012 - Present
Northwestern Mutual Financial Network May 2008 - November 2008
Education
The University of Texas at El Paso 2004 — 2008
Business Finance
JPMorgan Chase June 2012 - Present
Northwestern Mutual Financial Network May 2008 - November 2008
Education
The University of Texas at El Paso 2004 — 2008
Business Finance
Rebecca Oelrich's Northwestern Mutual Financial Network Experience August 2007 - August 2014
Job Associate Financial Advisor at BerganKDV
Industry Facilities Services
Experience
BerganKDV October 2014 - Present
Northwestern Mutual Financial Network August 2007 - August 2014
Skills
Series 63
Education
Truman State University 2000 — 2004
BS, Biology, Chemistry
BerganKDV October 2014 - Present
Northwestern Mutual Financial Network August 2007 - August 2014
Skills
Series 63
Education
Truman State University 2000 — 2004
BS, Biology, Chemistry
Jessica Franczyk's Northwestern Mutual Financial Network Experience 2009 - 2014
Job Marketing Coordinator at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual September 2009 - Present
Northwestern Mutual Financial Network 2009 - 2014
Dallas Wedding Guide 1996 - 1999
Skills
Customer Service, Leadership, Marketing, Marketing Strategy, Strategic Planning, Sales, Public Speaking, Social Media Marketing, Finance
Education
The University of Texas at Arlington 1995 — 1997
B.A, Advertising
Texas Tech University 1989 — 1991
Northwestern Mutual September 2009 - Present
Northwestern Mutual Financial Network 2009 - 2014
Dallas Wedding Guide 1996 - 1999
Skills
Customer Service, Leadership, Marketing, Marketing Strategy, Strategic Planning, Sales, Public Speaking, Social Media Marketing, Finance
Education
The University of Texas at Arlington 1995 — 1997
B.A, Advertising
Texas Tech University 1989 — 1991
Julio Jacobo julio.c.jacobo@nmfn.com's Northwestern Mutual Financial Network Experience August 2009 - Present
Job Financial Representative at Northwestern Mutual Financial Network Hoopis Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network August 2009 - Present
TMA Benefit Services, Inc. September 2005 - April 2009
Education
Universidad de San Carlos de Guatemala 1979 — 1985
CPA, Accounting, Economics, Finances, Audit
Northwestern Mutual Financial Network August 2009 - Present
TMA Benefit Services, Inc. September 2005 - April 2009
Education
Universidad de San Carlos de Guatemala 1979 — 1985
CPA, Accounting, Economics, Finances, Audit
Forrest Williamson's Northwestern Mutual Financial Network Experience May 2009 - December 2009
Job Associate Broker at The Shopping Center Group, LLC
Industry Commercial Real Estate
Experience
The Shopping Center Group September 2013 - Present
Bottles Beverage Superstore April 2013 - September 2013
Shooting Star Golf Club May 2010 - September 2012
Westside Wine & Spirits February 2010 - September 2012
Northwestern Mutual Financial Network May 2009 - December 2009
Eagle Point Golf Club May 2006 - August 2007
Skills
Sales, Customer Service, Sales Management, Inventory Management, Real Estate, Brokerage, Commercial Real Estate, Tenant Representation, Social Media, Management, Microsoft Word, Financial Analysis, Microsoft Office, Strategic Planning, Leadership, Marketing, PowerPoint, Microsoft Excel
Education
University of Alabama 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Shopping Center Group September 2013 - Present
Bottles Beverage Superstore April 2013 - September 2013
Shooting Star Golf Club May 2010 - September 2012
Westside Wine & Spirits February 2010 - September 2012
Northwestern Mutual Financial Network May 2009 - December 2009
Eagle Point Golf Club May 2006 - August 2007
Skills
Sales, Customer Service, Sales Management, Inventory Management, Real Estate, Brokerage, Commercial Real Estate, Tenant Representation, Social Media, Management, Microsoft Word, Financial Analysis, Microsoft Office, Strategic Planning, Leadership, Marketing, PowerPoint, Microsoft Excel
Education
University of Alabama 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lise Downing's Northwestern Mutual Financial Network Experience October 2001 - November 2004
Job Emergency Management/Security Services
Industry Public Safety
Experience
Stuttgart Theatre Center / FMWR (DOD) July 2010 - July 2013
Stuttgart Army Airfield (SAAF)* June 2009 - July 2010
Regional Security Office (RSO) / U.S. Dept. of State September 2009 - December 2009
Office of the County Attorney / Isle of Wight County September 2005 - April 2007
Northwestern Mutual Financial Network October 2001 - November 2004
Sossaman + Associates Advertising March 2000 - October 2001
Memphis Centre of Gymnastics, Inc. August 1998 - February 1999
Skills
Secret-Level Security..., Certified on 10K A/T..., Certified on 25K Pallet..., Trained on street..., Foreign Language: ...
Education
American Military University / American Public University System 2006 — 2010
Master's Degree, Emergency & Disaster Management, 3.9/4.0; Summa Cum Laude
The University of Memphis 2000 — 2001
Prerequisite coursework towards M.A., Business Administration and Management, General
Pine Manor College 1989 — 1992
Bachelor of Arts (BA), Communications; Theatre, 3.9/4.0; Summa Cum Laude
Stuttgart Theatre Center / FMWR (DOD) July 2010 - July 2013
Stuttgart Army Airfield (SAAF)* June 2009 - July 2010
Regional Security Office (RSO) / U.S. Dept. of State September 2009 - December 2009
Office of the County Attorney / Isle of Wight County September 2005 - April 2007
Northwestern Mutual Financial Network October 2001 - November 2004
Sossaman + Associates Advertising March 2000 - October 2001
Memphis Centre of Gymnastics, Inc. August 1998 - February 1999
Skills
Secret-Level Security..., Certified on 10K A/T..., Certified on 25K Pallet..., Trained on street..., Foreign Language: ...
Education
American Military University / American Public University System 2006 — 2010
Master's Degree, Emergency & Disaster Management, 3.9/4.0; Summa Cum Laude
The University of Memphis 2000 — 2001
Prerequisite coursework towards M.A., Business Administration and Management, General
Pine Manor College 1989 — 1992
Bachelor of Arts (BA), Communications; Theatre, 3.9/4.0; Summa Cum Laude
Patricia Stinnett's Northwestern Mutual Financial Network Experience 2006 - 2012
Job Financial Services and Operations | Service Manager
Industry Financial Services
Experience
Market Analyst International 2012 - 2014
Northwestern Mutual Financial Network 2006 - 2012
Merrill Lynch Pierce Fenner & Smith. New Jersey, USA 1995 - 2005
Smith Barney Shearson Inc., New York, USA 1994 - 1995
Citibank, N.A. Buenos Aires, Argentina 1992 - 1994
Skills
Organizational..., Customer Service, Relationship Management, Investment Brokerage, Financial Services, Management, Investments, QuickBooks, Banking, Equities, Trading, Financial Markets, Mutual Funds, Capital Markets, Asset Allocation, Bonds, Fixed Income
Education
NASD Series 6 License 2007 — 2012
Foundation of Studies in Commercial Science
Associates, Marketing
Universidad de Buenos Aires
Associates, Graphic Design
Market Analyst International 2012 - 2014
Northwestern Mutual Financial Network 2006 - 2012
Merrill Lynch Pierce Fenner & Smith. New Jersey, USA 1995 - 2005
Smith Barney Shearson Inc., New York, USA 1994 - 1995
Citibank, N.A. Buenos Aires, Argentina 1992 - 1994
Skills
Organizational..., Customer Service, Relationship Management, Investment Brokerage, Financial Services, Management, Investments, QuickBooks, Banking, Equities, Trading, Financial Markets, Mutual Funds, Capital Markets, Asset Allocation, Bonds, Fixed Income
Education
NASD Series 6 License 2007 — 2012
Foundation of Studies in Commercial Science
Associates, Marketing
Universidad de Buenos Aires
Associates, Graphic Design
Kayla Cowell's Northwestern Mutual Financial Network Experience June 2010 - December 2010
Job Associate Financial Operations at Ariel Specialty
Industry Insurance
Experience
Ariel Specialty April 2015 - Present
Rockhill Insurance Company, a division of State Auto Insurance Companies August 2014 - April 2015
Rockhill Insurance Company June 2013 - August 2014
Gamma Phi Beta Sorority December 2011 - December 2012
Lockton Companies June 2012 - July 2012
It's Your Party KC June 2008 - July 2012
Leawood South Country Club May 2010 - July 2011
Northwestern Mutual Financial Network June 2010 - December 2010
Skills
Event Planning, Social Media, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Social Networking, Facebook, Public Relations, Microsoft Word, Recruiting, Social Media Marketing
Education
University of Kansas 2009 — 2013
Bachelor's Degree, Finance and Management; Human Resources Concentration
Ariel Specialty April 2015 - Present
Rockhill Insurance Company, a division of State Auto Insurance Companies August 2014 - April 2015
Rockhill Insurance Company June 2013 - August 2014
Gamma Phi Beta Sorority December 2011 - December 2012
Lockton Companies June 2012 - July 2012
It's Your Party KC June 2008 - July 2012
Leawood South Country Club May 2010 - July 2011
Northwestern Mutual Financial Network June 2010 - December 2010
Skills
Event Planning, Social Media, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Social Networking, Facebook, Public Relations, Microsoft Word, Recruiting, Social Media Marketing
Education
University of Kansas 2009 — 2013
Bachelor's Degree, Finance and Management; Human Resources Concentration
Jeff Christiansen's Northwestern Mutual Financial Network Experience July 2010 - 2011
Job Internal Sales at Russell Investments
Industry Financial Services
Experience
Russell Investments June 2014 - Present
Putnam Investments September 2011 - June 2014
Northwestern Mutual Financial Network July 2010 - 2011
Waukesha State Bank June 2009 - August 2009
BE Fitness June 2006 - September 2008
Skills
Adobe, Microsoft Office, Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Alternative Investments, Asset Allocation, Equities, 401k, Financial Analysis, Bloomberg, Fixed Income, Strategic Financial..., Asset Managment, Series 6, Microsoft Excel, Salesforce.com, PowerPoint, Securities, Portfolio Management
Education
Union College 2006 — 2010
BA, Economics
University School of Milwaukee 2000 — 2004
Economics
Russell Investments June 2014 - Present
Putnam Investments September 2011 - June 2014
Northwestern Mutual Financial Network July 2010 - 2011
Waukesha State Bank June 2009 - August 2009
BE Fitness June 2006 - September 2008
Skills
Adobe, Microsoft Office, Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Alternative Investments, Asset Allocation, Equities, 401k, Financial Analysis, Bloomberg, Fixed Income, Strategic Financial..., Asset Managment, Series 6, Microsoft Excel, Salesforce.com, PowerPoint, Securities, Portfolio Management
Education
Union College 2006 — 2010
BA, Economics
University School of Milwaukee 2000 — 2004
Economics
Lindsey Quiroga's Northwestern Mutual Financial Network Experience June 2011 - December 2011
Job Financial Management Program at GE Capital
Industry Financial Services
Experience
GE Capital January 2014 - Present
GE Capital June 2012 - August 2012
Northwestern Mutual Financial Network June 2011 - December 2011
Skills
Event Planning, Team Management, Team Leadership, Public Speaking, Leadership Development, English, Event Management, Team Building, Financial Modeling, Financial Services
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelors of Business Administration, Corporate Finance, Minor in Accounting
GE Capital January 2014 - Present
GE Capital June 2012 - August 2012
Northwestern Mutual Financial Network June 2011 - December 2011
Skills
Event Planning, Team Management, Team Leadership, Public Speaking, Leadership Development, English, Event Management, Team Building, Financial Modeling, Financial Services
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelors of Business Administration, Corporate Finance, Minor in Accounting
Seth Lowinger's Northwestern Mutual Financial Network Experience May 2011 - August 2011
Job J.D. Candidate at Duke University School of Law
Industry Legal Services
Experience
Simpson Thacher & Bartlett LLP May 2015 - July 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
State of Connecticut, Office of the Attorney General May 2012 - August 2012
Regatta Research and Money Management, LLC January 2012 - May 2012
Sigma Chi Fraternity Alpha Omicron Chapter November 2010 - November 2011
Northwestern Mutual Financial Network May 2011 - August 2011
Law Offices of Lloyd S. Lowinger May 2007 - August 2011
North American Power May 2010 - August 2010
Skills
Management, Finance, Budgets, QuickBooks, Policy, PowerPoint, Microsoft Word, Bloomberg, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis
Education
Duke University School of Law 2013 — 2016
Doctor of Law (J.D.), Law
Tulane University 2009 — 2013
Bachelor of Science in Management, Finance
Simpson Thacher & Bartlett LLP May 2015 - July 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
State of Connecticut, Office of the Attorney General May 2012 - August 2012
Regatta Research and Money Management, LLC January 2012 - May 2012
Sigma Chi Fraternity Alpha Omicron Chapter November 2010 - November 2011
Northwestern Mutual Financial Network May 2011 - August 2011
Law Offices of Lloyd S. Lowinger May 2007 - August 2011
North American Power May 2010 - August 2010
Skills
Management, Finance, Budgets, QuickBooks, Policy, PowerPoint, Microsoft Word, Bloomberg, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis
Education
Duke University School of Law 2013 — 2016
Doctor of Law (J.D.), Law
Tulane University 2009 — 2013
Bachelor of Science in Management, Finance
DONALD BORUD's Northwestern Mutual Financial Network Experience June 1978 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 1978 - Present
Education
The University of North Dakota
Northwestern Mutual Financial Network June 1978 - Present
Education
The University of North Dakota
John Lanaro's Northwestern Mutual Financial Network Experience June 2006 - September 2006
Job Vice President at Markit
Industry Information Technology and Services
Experience
Markit Group Limited July 2007 - Present
Northwestern Mutual Financial Network June 2006 - September 2006
Merrill Lynch, Global Private Client Group June 2005 - September 2005
Skills
Market Data, Fixed Income, Trading Systems, Credit Derivatives, Derivatives, Reference Data, Electronic Trading, Business Analysis, Equities, Investment Banking, Vendor Management, Agile Methodologies, Financial Markets, Product Management, Sybase, SQL
Education
State University of New York at Albany 2005 — 2007
Bachelor's degree, Economics, Major GPA 3.18
Fordham Prep 1999 — 2003
Regents
Markit Group Limited July 2007 - Present
Northwestern Mutual Financial Network June 2006 - September 2006
Merrill Lynch, Global Private Client Group June 2005 - September 2005
Skills
Market Data, Fixed Income, Trading Systems, Credit Derivatives, Derivatives, Reference Data, Electronic Trading, Business Analysis, Equities, Investment Banking, Vendor Management, Agile Methodologies, Financial Markets, Product Management, Sybase, SQL
Education
State University of New York at Albany 2005 — 2007
Bachelor's degree, Economics, Major GPA 3.18
Fordham Prep 1999 — 2003
Regents
Alexander Wirth's Northwestern Mutual Financial Network Experience February 2013 - Present
Job Financial Representative Intern at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network February 2013 - Present
Education
The University of North Dakota 2009 — 2013
Finance and Financial Management Services
Northwestern Mutual Financial Network February 2013 - Present
Education
The University of North Dakota 2009 — 2013
Finance and Financial Management Services
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO