Northwestern Mutual Financial Network
Industry: Insurance company
DescriptionFounded: 2007 Parent organization: Northwestern Mutual
Northwestern Mutual Financial Network List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Northwestern Mutual Financial Network. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Northwestern Mutual Financial Network Employees
Employee
Years
Job
Industry
Jon C. Henning Jon C. Henning's Northwestern Mutual Financial Network Experience June 2008 - April 2009
Job Business Development Consultant
Industry Legal Services
Experience
Triton Legal Services August 2014 - Present
Tierney & Mercado LLP August 2014 - November 2014
Monster Energy August 2012 - August 2014
Peet's Coffee & Tea Inc May 2009 - May 2012
Northwestern Mutual Financial Network June 2008 - April 2009
H & K Sales Inc. July 2001 - June 2008
G & G Builders Inc June 1999 - July 2001
Digital World Solutions July 1997 - December 1998
Skills
Social Media Marketing, Event Planning, Sales, Marketing Research, Analysis, Marketing, Leadership, Advertising, Integrated Marketing, Program Management, Event Management, Management, Strategic Planning, Team Building, Marketing Strategy, New Business Development, Contract Negotiation, Negotiation, Public Speaking, Customer Service, Finance
Education
University of San Diego 1995 — 2000
Bachelor of Arts Degree, International Relations and Political Science
Amador Valley High
Triton Legal Services August 2014 - Present
Tierney & Mercado LLP August 2014 - November 2014
Monster Energy August 2012 - August 2014
Peet's Coffee & Tea Inc May 2009 - May 2012
Northwestern Mutual Financial Network June 2008 - April 2009
H & K Sales Inc. July 2001 - June 2008
G & G Builders Inc June 1999 - July 2001
Digital World Solutions July 1997 - December 1998
Skills
Social Media Marketing, Event Planning, Sales, Marketing Research, Analysis, Marketing, Leadership, Advertising, Integrated Marketing, Program Management, Event Management, Management, Strategic Planning, Team Building, Marketing Strategy, New Business Development, Contract Negotiation, Negotiation, Public Speaking, Customer Service, Finance
Education
University of San Diego 1995 — 2000
Bachelor of Arts Degree, International Relations and Political Science
Amador Valley High
Adam Greene Adam Greene's Northwestern Mutual Financial Network Experience May 2009 - April 2010
Job Strength and Conditioning Coach
Industry Health, Wellness and Fitness
Experience
CrossFit Kansas City September 2014 - Present
CrossFit Fort Wayne October 2013 - August 2014
UniFirst Corporation January 2012 - December 2012
Steel Dynamics, Inc June 2010 - April 2011
Northwestern Mutual Financial Network May 2009 - April 2010
Skills
Highly Analytical, Accounting, Finance, Research, Insurance, Microsoft Excel, Financial Analysis, Team Building, Strategic Planning, Teamwork, Time Management, Sales, Leadership
Education
University of Saint Francis 2007 — 2011
Bachelor of Science
R. Nelson Snider High School 2002 — 2006
CrossFit Kansas City September 2014 - Present
CrossFit Fort Wayne October 2013 - August 2014
UniFirst Corporation January 2012 - December 2012
Steel Dynamics, Inc June 2010 - April 2011
Northwestern Mutual Financial Network May 2009 - April 2010
Skills
Highly Analytical, Accounting, Finance, Research, Insurance, Microsoft Excel, Financial Analysis, Team Building, Strategic Planning, Teamwork, Time Management, Sales, Leadership
Education
University of Saint Francis 2007 — 2011
Bachelor of Science
R. Nelson Snider High School 2002 — 2006
Daniel Peña's Northwestern Mutual Financial Network Experience 2008 - 2009
Job CEO of Perfectna
Industry Financial Services
Experience
Perfectna October 2009 - Present
Odyssey Computing, Inc. April 2014 - October 2014
Private Investment August 2005 - July 2013
Wells Fargo Bank February 2011 - July 2012
University of San Diego August 2006 - December 2010
Northwestern Mutual Financial Network 2008 - 2009
Sperry Van Ness January 2007 - August 2008
Bradley-Morris, Inc. January 2005 - August 2006
US Navy 2000 - 2005
Twin Nifties June 2002 - October 2004
Skills
Leadership, Market Research, Asset Managment, Investments, Financial Analysis, Business Strategy, Customer Service, Start-ups, Social Investing, Signal Trading, Retail Spot Trading, Deal Execution, Sales Operations, Legal Compliance, Algorithmic Trading, Entrepreneurship, Web Marketing, Website Development, Usability, Team Leadership, Asset Management, Finance, Risk Management, Business Planning, Alternative Investments, Echo-Trading, Portfolio Management, Management, Strategy
Education
University of San Diego 2006 — 2010
BA, Finance
Perfectna October 2009 - Present
Odyssey Computing, Inc. April 2014 - October 2014
Private Investment August 2005 - July 2013
Wells Fargo Bank February 2011 - July 2012
University of San Diego August 2006 - December 2010
Northwestern Mutual Financial Network 2008 - 2009
Sperry Van Ness January 2007 - August 2008
Bradley-Morris, Inc. January 2005 - August 2006
US Navy 2000 - 2005
Twin Nifties June 2002 - October 2004
Skills
Leadership, Market Research, Asset Managment, Investments, Financial Analysis, Business Strategy, Customer Service, Start-ups, Social Investing, Signal Trading, Retail Spot Trading, Deal Execution, Sales Operations, Legal Compliance, Algorithmic Trading, Entrepreneurship, Web Marketing, Website Development, Usability, Team Leadership, Asset Management, Finance, Risk Management, Business Planning, Alternative Investments, Echo-Trading, Portfolio Management, Management, Strategy
Education
University of San Diego 2006 — 2010
BA, Finance
Kelly Sharp's Northwestern Mutual Financial Network Experience January 2006 - May 2006
Job Corporate Development & Transaction Services Specialist at Accenture
Industry Management Consulting
Experience
Accenture January 2012 - Present
Accenture December 2011 - March 2012
Accenture April 2008 - December 2011
Chicago Blackhawks July 2008 - June 2011
MetLife, Inc August 2006 - March 2008
Northwestern Mutual Financial Network January 2006 - May 2006
Skills
Forecasting, SAP, Financial Modeling, Financial Reporting, Variance Analysis, Account Reconciliation, Budgets, Hyperion Enterprise, Analysis, Finance, Management, Managerial Finance, General Ledger, Analytics, Outlook, Microsoft Excel, Revenue Recognition, Cross-functional Team..., GAAP, Business Analysis, US GAAP, Pricing, PeopleSoft, Strategy, Team Leadership, Financial Forecasting, Leadership, Internal Controls, Access
Education
University of South Florida 2002 — 2006
University of South Florida 2002 — 2006
B.A, Finance; International Business
Normandy Business School
Waubonsie Valley High School
Accenture January 2012 - Present
Accenture December 2011 - March 2012
Accenture April 2008 - December 2011
Chicago Blackhawks July 2008 - June 2011
MetLife, Inc August 2006 - March 2008
Northwestern Mutual Financial Network January 2006 - May 2006
Skills
Forecasting, SAP, Financial Modeling, Financial Reporting, Variance Analysis, Account Reconciliation, Budgets, Hyperion Enterprise, Analysis, Finance, Management, Managerial Finance, General Ledger, Analytics, Outlook, Microsoft Excel, Revenue Recognition, Cross-functional Team..., GAAP, Business Analysis, US GAAP, Pricing, PeopleSoft, Strategy, Team Leadership, Financial Forecasting, Leadership, Internal Controls, Access
Education
University of South Florida 2002 — 2006
University of South Florida 2002 — 2006
B.A, Finance; International Business
Normandy Business School
Waubonsie Valley High School
Noelle Fling Noelle Fling's Northwestern Mutual Financial Network Experience April 2004 - June 2011
Job Chief Financial Officer for Northwestern Mutual Financial Network, Oklahoma/Northwest Arkansas
Industry Financial Services
Experience
Northwestern Mutual Financial Network - Oklahoma/Northwest Arkansas June 2011 - Present
Northwestern Mutual Financial Network April 2004 - June 2011
BKK Corporation January 1991 - March 1997
Education
University of Southern California 1985 — 1989
B.A., International Relations
Northwestern Mutual Financial Network - Oklahoma/Northwest Arkansas June 2011 - Present
Northwestern Mutual Financial Network April 2004 - June 2011
BKK Corporation January 1991 - March 1997
Education
University of Southern California 1985 — 1989
B.A., International Relations
Suzie Kiser's Northwestern Mutual Financial Network Experience May 2007 - July 2008
Job Attorney
Industry Law Practice
Experience
Pennington Law Firm, LLC September 2013 - March 2014
South Carolina Court of Appeals December 2012 - September 2013
South Carolina Court of Appeals December 2012 - September 2013
Moore, Taylor and Thomas, P.A. May 2010 - June 2012
University of South Carolina School of Law July 2011 - May 2012
Medical University of South Carolina December 2011 - January 2012
University of South Carolina School of Law August 2010 - July 2011
Palmetto GBA January 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Northwestern Mutual Financial Network May 2007 - July 2008
Skills
Investments, Policy Analysis, Research, Legal Writing, Legal Research, Westlaw, Public Policy, Government, PowerPoint, Fundraising, Microsoft Office, Social Media, Microsoft Excel, Editing, Criminal Law, Lexis, Litigation, Politics
Education
University of South Carolina School of Law 2009 — 2012
JD, Law
University of South Carolina - The Moore School of Business 2004 — 2008
BS, Investment Finance, Political Science
Cardinal Newman School 1999 — 2008
Pennington Law Firm, LLC September 2013 - March 2014
South Carolina Court of Appeals December 2012 - September 2013
South Carolina Court of Appeals December 2012 - September 2013
Moore, Taylor and Thomas, P.A. May 2010 - June 2012
University of South Carolina School of Law July 2011 - May 2012
Medical University of South Carolina December 2011 - January 2012
University of South Carolina School of Law August 2010 - July 2011
Palmetto GBA January 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Northwestern Mutual Financial Network May 2007 - July 2008
Skills
Investments, Policy Analysis, Research, Legal Writing, Legal Research, Westlaw, Public Policy, Government, PowerPoint, Fundraising, Microsoft Office, Social Media, Microsoft Excel, Editing, Criminal Law, Lexis, Litigation, Politics
Education
University of South Carolina School of Law 2009 — 2012
JD, Law
University of South Carolina - The Moore School of Business 2004 — 2008
BS, Investment Finance, Political Science
Cardinal Newman School 1999 — 2008
Brian Mannella Brian Mannella's Northwestern Mutual Financial Network Experience August 2004 - June 2005
Job Senior Vice President National Accounts at American Surveying and Mapping, Inc.
Industry Real Estate
Experience
American Surveying and Mapping, Inc. d/b/a National Due Diligence Services May 2010 - Present
Hook-R, LLC July 2009 - May 2010
Investment Property Exchange Services, Inc (IPX1031) October 2005 - June 2009
Talent Management September 2002 - July 2005
Northwestern Mutual Financial Network August 2004 - June 2005
717 Parking Enterprise September 2000 - May 2002
Skills
Real Estate, Property Management, Sales, Marketing, Account Management, Microsoft Excel, Risk Management, Finance, Outlook, Consulting, Insurance, Public Speaking, PowerPoint, Financial Analysis, Leadership, Business Development, Selling
Education
University of South Florida 2000 — 2004
Bachelor's Degree, Finance
University of South Florida - College of Business Administration 2000 — 2004
Bachelor's of Science, Finance, General
Midpark High 1996 — 2000
American Surveying and Mapping, Inc. d/b/a National Due Diligence Services May 2010 - Present
Hook-R, LLC July 2009 - May 2010
Investment Property Exchange Services, Inc (IPX1031) October 2005 - June 2009
Talent Management September 2002 - July 2005
Northwestern Mutual Financial Network August 2004 - June 2005
717 Parking Enterprise September 2000 - May 2002
Skills
Real Estate, Property Management, Sales, Marketing, Account Management, Microsoft Excel, Risk Management, Finance, Outlook, Consulting, Insurance, Public Speaking, PowerPoint, Financial Analysis, Leadership, Business Development, Selling
Education
University of South Florida 2000 — 2004
Bachelor's Degree, Finance
University of South Florida - College of Business Administration 2000 — 2004
Bachelor's of Science, Finance, General
Midpark High 1996 — 2000
Pam Shealy Pam Shealy's Northwestern Mutual Financial Network Experience 2005 - 2007
Job Marketing Representative SC and E. TN at Genesee General
Industry Insurance
Experience
Genesee General April 2015 - Present
Strickland Insurance Brokers, Goldsboro, NC August 2013 - February 2015
InSite Support Services, Inc. April 2008 - July 2013
Northwestern Mutual Financial Network 2005 - 2007
Independent Insurance Agent, L&H 2004 - 2007
Merchant Marine, Inc 2000 - 2005
Valor Enterprises, Inc. 1995 - 1998
Shakespeare Electronics & Fiberglass Division 1989 - 1995
Skills
Customer Service, Strategic Planning, New Business Development, Insurance, Sales Management, Team Building, Public Speaking, Process Improvement, Training, Social Media, Microsoft Office, Public Relations, Marketing, Sales, Management, Business Development, Program Management, Leadership, Salesforce.com, Product Development, Email Marketing, Business Planning
Education
University of South Carolina-Columbia 1985 — 1989
BA, English
Mid-Carolina High School 1981 — 1985
Genesee General April 2015 - Present
Strickland Insurance Brokers, Goldsboro, NC August 2013 - February 2015
InSite Support Services, Inc. April 2008 - July 2013
Northwestern Mutual Financial Network 2005 - 2007
Independent Insurance Agent, L&H 2004 - 2007
Merchant Marine, Inc 2000 - 2005
Valor Enterprises, Inc. 1995 - 1998
Shakespeare Electronics & Fiberglass Division 1989 - 1995
Skills
Customer Service, Strategic Planning, New Business Development, Insurance, Sales Management, Team Building, Public Speaking, Process Improvement, Training, Social Media, Microsoft Office, Public Relations, Marketing, Sales, Management, Business Development, Program Management, Leadership, Salesforce.com, Product Development, Email Marketing, Business Planning
Education
University of South Carolina-Columbia 1985 — 1989
BA, English
Mid-Carolina High School 1981 — 1985
Marshall J. Brown Marshall J. Brown's Northwestern Mutual Financial Network Experience June 1984 - Present
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 1984 - Present
University of Richmond September 1980 - May 1984
Education
University of Richmond
Northwestern Mutual Financial Network June 1984 - Present
University of Richmond September 1980 - May 1984
Education
University of Richmond
Angela Martin's Northwestern Mutual Financial Network Experience June 2010 - May 2011
Job Account Manager at TEKsystems
Industry Staffing and Recruiting
Experience
TEKsystems October 2013 - Present
TEKsystems June 2011 - Present
Northwestern Mutual Financial Network June 2010 - May 2011
Advantage Sales & Marketing September 2008 - May 2010
Skills
Technical Recruiting, Staffing Services, Recruiting, Talent Acquisition, Applicant Tracking..., Internet Recruiting
Education
University of South Florida 2005 — 2010
B.S. Management/ B.S. Psychology, Business Management & Psychology
TEKsystems October 2013 - Present
TEKsystems June 2011 - Present
Northwestern Mutual Financial Network June 2010 - May 2011
Advantage Sales & Marketing September 2008 - May 2010
Skills
Technical Recruiting, Staffing Services, Recruiting, Talent Acquisition, Applicant Tracking..., Internet Recruiting
Education
University of South Florida 2005 — 2010
B.S. Management/ B.S. Psychology, Business Management & Psychology
David Valentine David Valentine's Northwestern Mutual Financial Network Experience 2002 - 2004
Job Director of Business Development, Dodson Property Management
Industry Real Estate
Experience
Dodson Property Management June 2010 - Present
Bayer Health, Diabetes Care Division November 2004 - January 2007
Northwestern Mutual Financial Network 2002 - 2004
Skills
Property Management, Property, Investments, Real Estate, Sales, Investment Properties, New Business Development, Commercial Real Estate
Education
University of Richmond 1992 — 1997
Economics/Spanish
Dodson Property Management June 2010 - Present
Bayer Health, Diabetes Care Division November 2004 - January 2007
Northwestern Mutual Financial Network 2002 - 2004
Skills
Property Management, Property, Investments, Real Estate, Sales, Investment Properties, New Business Development, Commercial Real Estate
Education
University of Richmond 1992 — 1997
Economics/Spanish
Larry Celniker Larry Celniker's Northwestern Mutual Financial Network Experience August 1985 - February 2015
Job Wealth Management Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
The Newport Group January 2008 - Present
Northwestern Mutual Financial Network August 1985 - February 2015
Skills
Retirement, Life Insurance, Strategic Financial..., Wealth Management, Finance, Portfolio Management, Estate Planning, Financial Analysis, Mutual Funds, 401k, Asset Management, Investments, Asset Managment
Education
University of Richmond 1981 — 1985
BS, Business Administration
LPL Financial March 2015 - Present
The Newport Group January 2008 - Present
Northwestern Mutual Financial Network August 1985 - February 2015
Skills
Retirement, Life Insurance, Strategic Financial..., Wealth Management, Finance, Portfolio Management, Estate Planning, Financial Analysis, Mutual Funds, 401k, Asset Management, Investments, Asset Managment
Education
University of Richmond 1981 — 1985
BS, Business Administration
philip pendleton philip pendleton's Northwestern Mutual Financial Network Experience January 2010 - July 2010
Job Project Manager|IT Consultant|Systems Admin at Systems Development Group
Industry Information Technology and Services
Experience
Systems Development Group January 2012 - Present
Systems Development Group August 2010 - Present
Northwestern Mutual Financial Network January 2010 - July 2010
SUNY New Paltz Hawk Center October 2007 - February 2009
Skills
Access, Microsoft Office, Sales, Data Analysis, Microsoft Excel, Public Speaking, Customer Service, Social Media, PowerPoint, Project Management, Microsoft Word, Financial Analysis, Databases, Research, Analysis, Training, Project Planning, Software Development, Program Management, Market Research
Education
University of Richmond 2002 — 2007
B.S., Computer Science
Systems Development Group January 2012 - Present
Systems Development Group August 2010 - Present
Northwestern Mutual Financial Network January 2010 - July 2010
SUNY New Paltz Hawk Center October 2007 - February 2009
Skills
Access, Microsoft Office, Sales, Data Analysis, Microsoft Excel, Public Speaking, Customer Service, Social Media, PowerPoint, Project Management, Microsoft Word, Financial Analysis, Databases, Research, Analysis, Training, Project Planning, Software Development, Program Management, Market Research
Education
University of Richmond 2002 — 2007
B.S., Computer Science
Charlie Stout, CAIA, CIPM's Northwestern Mutual Financial Network Experience June 2004 - July 2005
Job Partner
Industry Financial Services
Experience
ACA Performance Services December 2005 - Present
Northwestern Mutual Financial Network June 2004 - July 2005
Education
University of South Carolina - The Moore School of Business
Finance
ACA Performance Services December 2005 - Present
Northwestern Mutual Financial Network June 2004 - July 2005
Education
University of South Carolina - The Moore School of Business
Finance
Peggy Dascoli's Northwestern Mutual Financial Network Experience February 1998 - July 2000
Job Executive Administrative Assistant
Industry Executive Office
Experience
Assurant Solutions December 2010 - Present
Harry Norman, Realtors February 2001 - February 2009
Northwestern Mutual Financial Network February 1998 - July 2000
The Travel Channel March 1992 - December 1997
Skills
Marketing, PowerPoint, Event Planning, Contract Negotiation, Microsoft Word, Recruiting, Real Estate, Negotiation, Budgets, Sales, Lotus Notes, Executive Calendar..., Negotiating Contracts, Microsoft Office, Problem Solving, Insurance
Education
University of Rhode Island
Bachelor of Arts, Psychology
Assurant Solutions December 2010 - Present
Harry Norman, Realtors February 2001 - February 2009
Northwestern Mutual Financial Network February 1998 - July 2000
The Travel Channel March 1992 - December 1997
Skills
Marketing, PowerPoint, Event Planning, Contract Negotiation, Microsoft Word, Recruiting, Real Estate, Negotiation, Budgets, Sales, Lotus Notes, Executive Calendar..., Negotiating Contracts, Microsoft Office, Problem Solving, Insurance
Education
University of Rhode Island
Bachelor of Arts, Psychology
Joshua Horn, CPA's Northwestern Mutual Financial Network Experience May 2008 - August 2008
Job Manager of M&A and FP&A Projects at Intertape Polymer Group
Industry Financial Services
Experience
Intertape Polymer Group January 2015 - Present
Intertape Polymer Group May 2014 - January 2015
Intertape Polymer Group April 2013 - May 2014
Intertape Polymer Group May 2012 - April 2013
Horn Media - Web Development and Consulting December 2005 - December 2012
Deloitte September 2011 - May 2012
Deloitte & Touche LLP June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Northwestern Mutual Financial Network May 2008 - August 2008
Skills
Accounting, Financial Analysis, Internal Controls, Financial Reporting, US GAAP, Finance, Financial Statements, Auditing, Financial Accounting, SEC filings, Accounts Receivable, Entrepreneurship, External Audit, Cost Accounting, Due Diligence, Financial Modeling, Fixed Assets, Strategic Financial..., General Ledger, Corporate Finance, GAAP, Financial Audits, Variance Analysis, Internal Audit, CPA, Business Process..., Account Reconciliation, Tax, Sarbanes-Oxley Act, IFRS, Mergers & Acquisitions, Cash Flow, Managerial Finance, Forecasting, Process Improvement, Management Accounting, Sarbanes-Oxley, Budgets, Corporate Tax, Enterprise Risk..., Revenue Recognition, SEC reporting, Valuation
Education
University of South Florida 2010 — 2011
Master of Accountancy, Accounting and Finance
University of South Florida 2006 — 2010
Bachelor of Science, Accounting
Intertape Polymer Group January 2015 - Present
Intertape Polymer Group May 2014 - January 2015
Intertape Polymer Group April 2013 - May 2014
Intertape Polymer Group May 2012 - April 2013
Horn Media - Web Development and Consulting December 2005 - December 2012
Deloitte September 2011 - May 2012
Deloitte & Touche LLP June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Northwestern Mutual Financial Network May 2008 - August 2008
Skills
Accounting, Financial Analysis, Internal Controls, Financial Reporting, US GAAP, Finance, Financial Statements, Auditing, Financial Accounting, SEC filings, Accounts Receivable, Entrepreneurship, External Audit, Cost Accounting, Due Diligence, Financial Modeling, Fixed Assets, Strategic Financial..., General Ledger, Corporate Finance, GAAP, Financial Audits, Variance Analysis, Internal Audit, CPA, Business Process..., Account Reconciliation, Tax, Sarbanes-Oxley Act, IFRS, Mergers & Acquisitions, Cash Flow, Managerial Finance, Forecasting, Process Improvement, Management Accounting, Sarbanes-Oxley, Budgets, Corporate Tax, Enterprise Risk..., Revenue Recognition, SEC reporting, Valuation
Education
University of South Florida 2010 — 2011
Master of Accountancy, Accounting and Finance
University of South Florida 2006 — 2010
Bachelor of Science, Accounting
Steve Inch's Northwestern Mutual Financial Network Experience October 2009 - January 2010
Job Project Manager/Finisher
Industry Construction
Experience
Brendel Restoration January 2015 - Present
Nourish Market December 2011 - December 2014
SweepMasters Professional Chimney Services August 2010 - November 2011
AllSite Contracting January 2010 - August 2010
Northwestern Mutual Financial Network October 2009 - January 2010
University of South Carolina Athletic Department May 2009 - August 2009
DMB Sports Group June 2008 - August 2008
Bowie Baysox AA Baseball Club May 2007 - August 2007
Home Solutions January 2004 - April 2005
Skills
Software Documentation, Sales, Public Speaking, Microsoft Office, Social Media, Management, Microsoft Excel, PowerPoint, Customer Service, Marketing, Leadership, Social Media Marketing, Microsoft Word, Insurance, Analysis, Event Planning, Strategic Planning, Training
Education
University of South Carolina-Columbia 2005 — 2009
BS, Sport and Entertainment Management
Oakton High School
Advanced Diploma
Brendel Restoration January 2015 - Present
Nourish Market December 2011 - December 2014
SweepMasters Professional Chimney Services August 2010 - November 2011
AllSite Contracting January 2010 - August 2010
Northwestern Mutual Financial Network October 2009 - January 2010
University of South Carolina Athletic Department May 2009 - August 2009
DMB Sports Group June 2008 - August 2008
Bowie Baysox AA Baseball Club May 2007 - August 2007
Home Solutions January 2004 - April 2005
Skills
Software Documentation, Sales, Public Speaking, Microsoft Office, Social Media, Management, Microsoft Excel, PowerPoint, Customer Service, Marketing, Leadership, Social Media Marketing, Microsoft Word, Insurance, Analysis, Event Planning, Strategic Planning, Training
Education
University of South Carolina-Columbia 2005 — 2009
BS, Sport and Entertainment Management
Oakton High School
Advanced Diploma
Ryan Sittauer, AIF® Ryan Sittauer, AIF®'s Northwestern Mutual Financial Network Experience July 2004 - October 2005
Job RISK MANAGEMENT | EMPLOYEE BENEFITS |401(K) | HUMAN RESOURCES
Industry Financial Services
Experience
Jackson Square Financial June 2006 - Present
Calender Robinson Ins; Inc. June 2006 - Present
Marin Catholic High School February 2007 - Present
The Dante Benedetti Foundation February 2011 - Present
Down Syndrome Association North Bay June 2014 - Present
J. Mading Financial Services October 2005 - May 2006
Northwestern Mutual Financial Network July 2004 - October 2005
Skills
Insurance, Employee Benefits, Retirement Planning, Disability Insurance, Finance, Strategic Planning, Commercial Insurance, Life Insurance, Workers Compensation, Retirement, Small Business, Underwriting, Financial Services, Wealth Management, Brokers, Payroll, Strategic Business..., Series 63, Financial Risk, Securities, 401k, Professional Liability, Legal Liability, General Insurance, Casualty, Surety Bonds, Liability Analysis, Construction Insurance, Long Term Care Insurance, Fixed Annuities, Comparision Analysis, Medical Malpractice, Commercial Automobile..., Excess Liability, Builders Risk, Earthquake Insurance, ERISA Bonds, General Liability, Bonds, Personal Insurance, Employers Practices...
Education
University of San Francisco 2001 — 2003
Bachelor of Science, Business
University of San Francisco 2001 — 2003
Bachelor of Business Administration (BBA), Finance, General
Jackson Square Financial June 2006 - Present
Calender Robinson Ins; Inc. June 2006 - Present
Marin Catholic High School February 2007 - Present
The Dante Benedetti Foundation February 2011 - Present
Down Syndrome Association North Bay June 2014 - Present
J. Mading Financial Services October 2005 - May 2006
Northwestern Mutual Financial Network July 2004 - October 2005
Skills
Insurance, Employee Benefits, Retirement Planning, Disability Insurance, Finance, Strategic Planning, Commercial Insurance, Life Insurance, Workers Compensation, Retirement, Small Business, Underwriting, Financial Services, Wealth Management, Brokers, Payroll, Strategic Business..., Series 63, Financial Risk, Securities, 401k, Professional Liability, Legal Liability, General Insurance, Casualty, Surety Bonds, Liability Analysis, Construction Insurance, Long Term Care Insurance, Fixed Annuities, Comparision Analysis, Medical Malpractice, Commercial Automobile..., Excess Liability, Builders Risk, Earthquake Insurance, ERISA Bonds, General Liability, Bonds, Personal Insurance, Employers Practices...
Education
University of San Francisco 2001 — 2003
Bachelor of Science, Business
University of San Francisco 2001 — 2003
Bachelor of Business Administration (BBA), Finance, General
John Radgosky John Radgosky's Northwestern Mutual Financial Network Experience February 2002 - August 2012
Job Managing Director at Hire Authority, Inc.
Industry Human Resources
Experience
Hire Authority, Inc. January 2012 - Present
Northwestern Mutual Financial Network February 2002 - August 2012
IBM UK Ltd. January 1972 - December 1991
Education
University of Scranton 1962 — 1964
University of Scranton 1962 — 1964
Pre Med
Hire Authority, Inc. January 2012 - Present
Northwestern Mutual Financial Network February 2002 - August 2012
IBM UK Ltd. January 1972 - December 1991
Education
University of Scranton 1962 — 1964
University of Scranton 1962 — 1964
Pre Med
Valerie Vijil Valerie Vijil's Northwestern Mutual Financial Network Experience 2000 - 2005
Job Administrative Technician City of San Mateo
Industry Government Administration
Experience
City of San Mateo March 2015 - Present
City of San Mateo August 2005 - February 2015
Northwestern Mutual Financial Network 2000 - 2005
Hilton Worldwide May 1997 - August 2000
Skills
Payroll, Human Resources, Management, Employee Benefits, Personnel Management, Hiring, Research, Meeting Planning, Personnel Records, Executive..., Talent Acquisition, Recruiting, Screening Resumes, Executive Correspondence, Heavy Calendaring, Office Administration, Cross-functional Team..., Compensation & Benefits..., Strategic Planning, Telephone Reception, Workforce Planning, Operational Streamlining, Grant Writing, Document Management, Workers Compensation, Travel Arrangements, Appointment Scheduling, Customer Service, Emergency Services, Event Planning
Education
University of San Francisco
Bachelor of Science (B.S.), Business Administration, Management and Operations
City of San Mateo March 2015 - Present
City of San Mateo August 2005 - February 2015
Northwestern Mutual Financial Network 2000 - 2005
Hilton Worldwide May 1997 - August 2000
Skills
Payroll, Human Resources, Management, Employee Benefits, Personnel Management, Hiring, Research, Meeting Planning, Personnel Records, Executive..., Talent Acquisition, Recruiting, Screening Resumes, Executive Correspondence, Heavy Calendaring, Office Administration, Cross-functional Team..., Compensation & Benefits..., Strategic Planning, Telephone Reception, Workforce Planning, Operational Streamlining, Grant Writing, Document Management, Workers Compensation, Travel Arrangements, Appointment Scheduling, Customer Service, Emergency Services, Event Planning
Education
University of San Francisco
Bachelor of Science (B.S.), Business Administration, Management and Operations
Kai Tirrell Kai Tirrell's Northwestern Mutual Financial Network Experience October 2007 - November 2008
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2012 - Present
State Farm Insurance 2010 - 2012
Kapiolehua Lei Company 2009 - 2012
Northwestern Mutual Financial Network October 2007 - November 2008
Hawaii Club - USD February 2007 - May 2008
Education
University of San Diego 2006 — 2008
Bachelor of Business Administration (B.B.A.)
Kamehameha schools
Northwestern Mutual 2012 - Present
State Farm Insurance 2010 - 2012
Kapiolehua Lei Company 2009 - 2012
Northwestern Mutual Financial Network October 2007 - November 2008
Hawaii Club - USD February 2007 - May 2008
Education
University of San Diego 2006 — 2008
Bachelor of Business Administration (B.B.A.)
Kamehameha schools
Jon Hand's Northwestern Mutual Financial Network Experience April 2008 - September 2008
Job Business Analyst at Palmetto Health
Industry Hospital & Health Care
Experience
Palmetto Health May 2011 - Present
Palmetto Health January 2010 - May 2011
Palmetto Health Richland Family Medicine Center September 2009 - January 2010
GMK Associates April 2009 - September 2009
Northwestern Mutual Financial Network April 2008 - September 2008
Education
University of South Carolina-Columbia 2009 — 2011
MHA
University of South Carolina - Darla Moore School of Business 2005 — 2009
Bachelor of Science in Business Administration, Financial Services and Management of Human Resources
Palmetto Health May 2011 - Present
Palmetto Health January 2010 - May 2011
Palmetto Health Richland Family Medicine Center September 2009 - January 2010
GMK Associates April 2009 - September 2009
Northwestern Mutual Financial Network April 2008 - September 2008
Education
University of South Carolina-Columbia 2009 — 2011
MHA
University of South Carolina - Darla Moore School of Business 2005 — 2009
Bachelor of Science in Business Administration, Financial Services and Management of Human Resources
Robert Billingsley, J.D., CLU®, ChFC®, CLTC Robert Billingsley, J.D., CLU®, ChFC®, CLTC's Northwestern Mutual Financial Network Experience 2001 - February 2010
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual February 2010 - Present
Northwestern Mutual Financial Network 2001 - February 2010
ING Financial Partners September 1996 - August 2001
Hirschler Fleischer August 1987 - July 1996
McGuireWoods September 1981 - August 1987
U.S. District Judge James Turk August 1980 - August 1981
Education
University of Richmond School of Law 1977 — 1980
J.D., Law
The College of William and Mary 1972 — 1976
Bachelor's Degree, Government
Northwestern Mutual February 2010 - Present
Northwestern Mutual Financial Network 2001 - February 2010
ING Financial Partners September 1996 - August 2001
Hirschler Fleischer August 1987 - July 1996
McGuireWoods September 1981 - August 1987
U.S. District Judge James Turk August 1980 - August 1981
Education
University of Richmond School of Law 1977 — 1980
J.D., Law
The College of William and Mary 1972 — 1976
Bachelor's Degree, Government
Lauren Dowdy's Northwestern Mutual Financial Network Experience June 2005 - Present
Job Director of Development and Operations, Northwestern Mutual Columbia
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 2005 - Present
Skills
Operations Management, Business Coaching, Business Writing, Presentations, Managing and...
Education
University of South Carolina-Columbia 2002 — 2006
Bacherlor of Arts, English Language and Literature/Letters
Paul VI Catholic High School
Northwestern Mutual Financial Network June 2005 - Present
Skills
Operations Management, Business Coaching, Business Writing, Presentations, Managing and...
Education
University of South Carolina-Columbia 2002 — 2006
Bacherlor of Arts, English Language and Literature/Letters
Paul VI Catholic High School
Ross E. Reitsma, CLTC's Northwestern Mutual Financial Network Experience May 2004 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2004 - Present
Education
University of Sioux Falls 2002 — 2006
Bachelor of Science, Business Administration
Northwestern Mutual Financial Network May 2004 - Present
Education
University of Sioux Falls 2002 — 2006
Bachelor of Science, Business Administration
Jeremy Cahill Jeremy Cahill's Northwestern Mutual Financial Network Experience May 2008 - August 2008
Job FX & Interest Rate Trading
Industry Banking
Experience
Interactive Brokers January 2015 - Present
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) February 2014 - January 2015
Norinchukin Bank December 2012 - February 2014
CLS Bank International September 2011 - December 2012
Calyon Credit Agricole Corporate and Investment Bank June 2009 - June 2011
RAM Computers / URI Bookstore August 2005 - May 2009
Northwestern Mutual Financial Network May 2008 - August 2008
Skills
FX, Interest Rate..., Money Market, Technical Analysis, Client Services, Trading, Bloomberg, Financial Markets, Proprietary Trading, Traders, Derivatives, Risk Management, Rates, Fixed Income, Swaps, FX trading, Commodities, Banking, Commodity, FX Options, Investments, Capital Markets, Trading Systems, Investment Banking, Financial Risk, Finance, Foreign Exchange
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts, Political Science, Business, History
Interactive Brokers January 2015 - Present
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) February 2014 - January 2015
Norinchukin Bank December 2012 - February 2014
CLS Bank International September 2011 - December 2012
Calyon Credit Agricole Corporate and Investment Bank June 2009 - June 2011
RAM Computers / URI Bookstore August 2005 - May 2009
Northwestern Mutual Financial Network May 2008 - August 2008
Skills
FX, Interest Rate..., Money Market, Technical Analysis, Client Services, Trading, Bloomberg, Financial Markets, Proprietary Trading, Traders, Derivatives, Risk Management, Rates, Fixed Income, Swaps, FX trading, Commodities, Banking, Commodity, FX Options, Investments, Capital Markets, Trading Systems, Investment Banking, Financial Risk, Finance, Foreign Exchange
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts, Political Science, Business, History
M. Caroline Riser M. Caroline Riser's Northwestern Mutual Financial Network Experience November 2009 - December 2011
Job Director of Marketing and Client Services
Industry Insurance
Experience
Northwestern Mutual July 2015 - Present
Northwestern Mutual October 2012 - June 2015
University of South Carolina January 2012 - May 2012
University of South Carolina August 2008 - May 2012
Northwestern Mutual Financial Network November 2009 - December 2011
Ronald McDonald House Charities of Columbia, SC May 2011 - July 2011
Skills
Social Media, Public Relations, Management, Time Management, Editing, Customer Service, Social Networking, Facebook, Event Planning, Marketing, Public Speaking, Fundraising, Microsoft Excel, PowerPoint
Education
University of South Carolina-Columbia 2008 — 2012
BA, Journalism
Northwestern Mutual July 2015 - Present
Northwestern Mutual October 2012 - June 2015
University of South Carolina January 2012 - May 2012
University of South Carolina August 2008 - May 2012
Northwestern Mutual Financial Network November 2009 - December 2011
Ronald McDonald House Charities of Columbia, SC May 2011 - July 2011
Skills
Social Media, Public Relations, Management, Time Management, Editing, Customer Service, Social Networking, Facebook, Event Planning, Marketing, Public Speaking, Fundraising, Microsoft Excel, PowerPoint
Education
University of South Carolina-Columbia 2008 — 2012
BA, Journalism
Gil Eaves, CLU, ChFC,CASL Gil Eaves, CLU, ChFC,CASL's Northwestern Mutual Financial Network Experience 1985 - Present
Job Managing Director/Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 1985 - Present
Northwestern Mutual Financial Network 1985 - Present
Skills
Investments, Retirement, Customer Service, Finance, Management, Financial Planning, Strategic Financial..., Sales, Wealth Accumulation, Insurance, Retirement Planning, Disability Insurance, Securities, Fixed Annuities, Series 7, Series 63, Leadership, Mutual Funds
Education
University of South Carolina-Columbia 1980 — 1984
Business
UNIVERSTITY OF SOUTH CAROLINA
Northwestern Mutual April 1985 - Present
Northwestern Mutual Financial Network 1985 - Present
Skills
Investments, Retirement, Customer Service, Finance, Management, Financial Planning, Strategic Financial..., Sales, Wealth Accumulation, Insurance, Retirement Planning, Disability Insurance, Securities, Fixed Annuities, Series 7, Series 63, Leadership, Mutual Funds
Education
University of South Carolina-Columbia 1980 — 1984
Business
UNIVERSTITY OF SOUTH CAROLINA
Elizabeth Cruse Elizabeth Cruse's Northwestern Mutual Financial Network Experience October 2004 - June 2007
Job Executive Assistant to the President & Chief Operating Officer at Charlestowne Hotels
Industry Hospitality
Experience
Charlestowne Hotels - Innovative Hospitality Management June 2015 - Present
Medical University of South Carolina July 2012 - May 2015
South Carolina Governor's Office August 2009 - January 2011
South Carolina Governor's Office June 2007 - August 2009
Northwestern Mutual Financial Network October 2004 - June 2007
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Art, Studio Art
Charlestowne Hotels - Innovative Hospitality Management June 2015 - Present
Medical University of South Carolina July 2012 - May 2015
South Carolina Governor's Office August 2009 - January 2011
South Carolina Governor's Office June 2007 - August 2009
Northwestern Mutual Financial Network October 2004 - June 2007
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Art, Studio Art
Jason Venditti, CLTC Jason Venditti, CLTC's Northwestern Mutual Financial Network Experience May 2006 - February 2009
Job Sales Manager at Mass Mutual Central New York
Industry Financial Services
Experience
MassMutual Financial Group February 2014 - Present
Pinnacle Investments, LLC February 2009 - February 2014
Northwestern Mutual Financial Network May 2006 - February 2009
Morgan Stanley May 2005 - July 2006
University of Rochester September 2001 - May 2005
Skills
Investments, Retirement Planning, Insurance, Life Insurance, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Fixed Annuities, 401k, Estate Planning, Securities, Retirement, Risk Management, Finance
Education
University of Rochester 2001 — 2005
BA, Economics
CBA 1996 — 2001
MassMutual Financial Group February 2014 - Present
Pinnacle Investments, LLC February 2009 - February 2014
Northwestern Mutual Financial Network May 2006 - February 2009
Morgan Stanley May 2005 - July 2006
University of Rochester September 2001 - May 2005
Skills
Investments, Retirement Planning, Insurance, Life Insurance, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Fixed Annuities, 401k, Estate Planning, Securities, Retirement, Risk Management, Finance
Education
University of Rochester 2001 — 2005
BA, Economics
CBA 1996 — 2001
Ian Gartrell's Northwestern Mutual Financial Network Experience January 2010 - September 2010
Job Graduate Student at University of San Diego
Industry Real Estate
Experience
University of San Diego School of Business Administration August 2015 - Present
Real Estate Marketing Professional with Residential Brokers May 2014 - July 2015
MediaCrossing Inc. March 2014 - May 2014
Indeed.com September 2013 - March 2014
Game Sportswear, LTD. November 2012 - September 2013
New York Life Insurance Company November 2011 - November 2012
Northwestern Mutual Financial Network January 2010 - September 2010
Skills
New Business Development, Direct Sales, Marketing Communications, Sales, Account Management, Negotiation, Lead Generation, Marketing, Strategy, Market Research, Business Development, Leadership, Cold Calling, Social Media Marketing, Social Networking
Education
University of San Diego 2015 — 2016
Master of Science in Real Estate (MSRE), Real Estate
University of Connecticut 2009 — 2011
Bachelor of Arts (BA) in Economics, Development Economics and International Development
Graduate of Ridgefield High School 2007 2003 — 2007
General Studies
University of San Diego School of Business Administration August 2015 - Present
Real Estate Marketing Professional with Residential Brokers May 2014 - July 2015
MediaCrossing Inc. March 2014 - May 2014
Indeed.com September 2013 - March 2014
Game Sportswear, LTD. November 2012 - September 2013
New York Life Insurance Company November 2011 - November 2012
Northwestern Mutual Financial Network January 2010 - September 2010
Skills
New Business Development, Direct Sales, Marketing Communications, Sales, Account Management, Negotiation, Lead Generation, Marketing, Strategy, Market Research, Business Development, Leadership, Cold Calling, Social Media Marketing, Social Networking
Education
University of San Diego 2015 — 2016
Master of Science in Real Estate (MSRE), Real Estate
University of Connecticut 2009 — 2011
Bachelor of Arts (BA) in Economics, Development Economics and International Development
Graduate of Ridgefield High School 2007 2003 — 2007
General Studies
Mark Bolle's Northwestern Mutual Financial Network Experience 2003 - Present
Job Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2003 - Present
Raymond James Financial Services April 1998 - June 2003
Salomon Brothers May 1997 - March 1998
United States Navy August 1987 - November 1992
Education
University of South Florida 1995 — 1997
Northwestern Mutual Financial Network 2003 - Present
Raymond James Financial Services April 1998 - June 2003
Salomon Brothers May 1997 - March 1998
United States Navy August 1987 - November 1992
Education
University of South Florida 1995 — 1997
Zach Baker's Northwestern Mutual Financial Network Experience August 2006 - December 2007
Job Owner at Neal and Pam's Pub
Industry Restaurants
Experience
Neal and Pam's Pub January 2011 - Present
Sam's Corner Pawleys Island April 2008 - Present
Northwestern Mutual Financial Network August 2006 - December 2007
University of South Carolina January 2006 - December 2006
Mike Campbell for Lt. Governor 2006 January 2006 - June 2006
Education
University of South Carolina-Columbia 2003 — 2007
BA, Political Science
Neal and Pam's Pub January 2011 - Present
Sam's Corner Pawleys Island April 2008 - Present
Northwestern Mutual Financial Network August 2006 - December 2007
University of South Carolina January 2006 - December 2006
Mike Campbell for Lt. Governor 2006 January 2006 - June 2006
Education
University of South Carolina-Columbia 2003 — 2007
BA, Political Science
Brian Coombs's Northwestern Mutual Financial Network Experience February 2000 - Present
Job Field Director at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network February 2000 - Present
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Financial Analysis, Life Insurance, Securities, Investments, Disability Insurance, Leadership, Public Speaking, Long-term Care, Customer Service, Team Building
Education
University of Southern California 2014 — 2015
Master's Degree
University of Utah
Northwestern Mutual Financial Network February 2000 - Present
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Financial Analysis, Life Insurance, Securities, Investments, Disability Insurance, Leadership, Public Speaking, Long-term Care, Customer Service, Team Building
Education
University of Southern California 2014 — 2015
Master's Degree
University of Utah
Jason Martone's Northwestern Mutual Financial Network Experience October 2009 - May 2010
Job Alternative Investment Solutions Fund Administrator at State Street Bank
Industry Accounting
Experience
State Street Corporation April 2011 - Present
Ryan Center August 2008 - April 2011
Ryan Center January 2008 - April 2011
Northwestern Mutual Financial Network October 2009 - May 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, Bookkeeping, Financial Reporting, Customer Service, Tax, Auditing, Research, English, Access, Accounts Payable, Finance, General Ledger, Fund Accounting, Financial Statements, GAAP, Financial Services, Fund Administration
Education
University of Rhode Island 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Lincoln High School 2002 — 2006
Diploma, 2006
State Street Corporation April 2011 - Present
Ryan Center August 2008 - April 2011
Ryan Center January 2008 - April 2011
Northwestern Mutual Financial Network October 2009 - May 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, Bookkeeping, Financial Reporting, Customer Service, Tax, Auditing, Research, English, Access, Accounts Payable, Finance, General Ledger, Fund Accounting, Financial Statements, GAAP, Financial Services, Fund Administration
Education
University of Rhode Island 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Lincoln High School 2002 — 2006
Diploma, 2006
Chanelle Ciaramitaro's Northwestern Mutual Financial Network Experience May 2009 - August 2010
Job Television Literary Assistant at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency 2014 - Present
Creative Artists Agency 2013 - 2014
CBS Television Distribution 2012 - 2013
Terry L. Jacoby Financial Management 2011 - 2012
Us Weekly Magazine December 2010 - 2012
Marcus and Millichap December 2010 - May 2011
Us Weekly Magazine January 2010 - December 2010
Northwestern Mutual Financial Network May 2009 - August 2010
Skills
Social Media, Microsoft Office
Education
University of Southern California 2007 — 2011
BS, Policy, Planning, and Development
Creative Artists Agency 2014 - Present
Creative Artists Agency 2013 - 2014
CBS Television Distribution 2012 - 2013
Terry L. Jacoby Financial Management 2011 - 2012
Us Weekly Magazine December 2010 - 2012
Marcus and Millichap December 2010 - May 2011
Us Weekly Magazine January 2010 - December 2010
Northwestern Mutual Financial Network May 2009 - August 2010
Skills
Social Media, Microsoft Office
Education
University of Southern California 2007 — 2011
BS, Policy, Planning, and Development
Michael Baierlein's Northwestern Mutual Financial Network Experience November 2011 - June 2012
Job US Army
Industry Military
Experience
US Army March 2013 - Present
Northwestern Mutual Financial Network November 2011 - June 2012
TradeWinds Island Resorts August 2008 - December 2011
Skills
Microsoft Excel, Budgets, Investments, Microsoft Office, Customer Service, Strategic Financial..., Hospitality, Finance, Bloomberg, Employee Benefits, Public Speaking, Forecasting, Sales Management, Coaching, Banking, Strategic Planning, PowerPoint, Leadership, Management, Event Planning, Insurance, Sales, Team Building
Education
University of South Florida - College of Business Administration 2007 — 2011
Bachelors, Finance
US Army March 2013 - Present
Northwestern Mutual Financial Network November 2011 - June 2012
TradeWinds Island Resorts August 2008 - December 2011
Skills
Microsoft Excel, Budgets, Investments, Microsoft Office, Customer Service, Strategic Financial..., Hospitality, Finance, Bloomberg, Employee Benefits, Public Speaking, Forecasting, Sales Management, Coaching, Banking, Strategic Planning, PowerPoint, Leadership, Management, Event Planning, Insurance, Sales, Team Building
Education
University of South Florida - College of Business Administration 2007 — 2011
Bachelors, Finance
Michael V. Suitt's Northwestern Mutual Financial Network Experience April 2011 - December 2012
Job Affiliate Faculty at Colorado Christian University
Industry Financial Services
Experience
Colorado Christian University June 2013 - Present
Friendly Haven Financial Mentoring Services January 2010 - Present
BBVA Compass Bank December 2013 - July 2014
Northwestern Mutual Financial Network April 2011 - December 2012
Private Equity Venture - Fiserv ISS July 2005 - December 2009
Fiserv – ISS October 1993 - July 2005
Skills
Series 7, Series 66 - Candidate, CFA Level I - Passed, CFA Level II - Candidate, Strategy, Financial Modeling, Finance, Management, Leadership, Investments, Financial Services, Portfolio Management, Start-ups, Banking, Mergers & Acquisitions, Cross-functional Team..., Business Analysis, Risk Management, Mortgage Lending
Education
University of Denver 1994 — 1999
Master of Science (MS), Finance
University of Southern California 1972 — 1976
Bachelor of Science (B.S.), Accounting and Finance
Colorado Christian University June 2013 - Present
Friendly Haven Financial Mentoring Services January 2010 - Present
BBVA Compass Bank December 2013 - July 2014
Northwestern Mutual Financial Network April 2011 - December 2012
Private Equity Venture - Fiserv ISS July 2005 - December 2009
Fiserv – ISS October 1993 - July 2005
Skills
Series 7, Series 66 - Candidate, CFA Level I - Passed, CFA Level II - Candidate, Strategy, Financial Modeling, Finance, Management, Leadership, Investments, Financial Services, Portfolio Management, Start-ups, Banking, Mergers & Acquisitions, Cross-functional Team..., Business Analysis, Risk Management, Mortgage Lending
Education
University of Denver 1994 — 1999
Master of Science (MS), Finance
University of Southern California 1972 — 1976
Bachelor of Science (B.S.), Accounting and Finance
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO