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
Northwestern Mutual Financial Network October 1997 - Present
Skills
Wealth Accumulation, Strategic Financial..., Estate Planning, Life Insurance, Wealth Management, Insurance, Series 7, Asset Allocation, Finance, Retirement, Retirement Planning, Risk Management, Mutual Funds, Financial Modeling, Fixed Annuities, Investment Advisory, Financial Advisory, Investments, Portfolio Management, Long-term Care, Disability Insurance, Mortgage Lending, Term Life Insurance, Financial Planning, Certified Financial..., Loans
Education
Bellevue University
Dollar General December 2014 - Present
Mercer October 2013 - December 2014
Omnicare January 2013 - September 2013
Northwestern Mutual Financial Network May 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Event Planning, Marketing Strategy, Microsoft Office, Customer Service, Team Building, Leadership, Microsoft Word
Education
Bellarmine University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bellarmine University 2009 — 2012
Business Administration, Business
Saint Xavier High School 2003 — 2007
Idaho Power December 2014 - Present
Gallatin Public Affairs December 2012 - November 2014
Mike Simpson for U.S. Congress August 2012 - November 2012
Office of Governor Otter July 2012 - September 2012
Ann Taylor June 2010 - July 2012
Northwestern Mutual Financial Network May 2011 - August 2011
Bronco Sports Properties August 2010 - December 2010
Skills
Marketing, Social Media, Fundraising, Management, Event Planning, Press Releases, Public Relations, Public Policy, Governmental Affairs, Campaign Management, Public Affairs, Issue Advocacy, Stategic Communications, Stakeholder Engagement, Relationship Development, Targeted Outreach
Education
Boise State University 2009 — 2011
Finance, Cum Laude
Th' Cleaners May 2012 - Present
Northwestern Mutual Financial Network September 2008 - April 2012
Bob Jones University May 2003 - October 2007
Bob Jones University May 2000 - May 2003
Skills
Public Relations, Event Planning, Public Speaking, Event Management, Marketing, Leadership, Teaching, Strategic Planning, Customer Service, Business Development, Social Media, Time Management, Small Business, Training, Sales, Leadership Development, Nonprofits
Education
Bob Jones University 1998 — 2003
M.Div.
Bob Jones University 1994 — 1998
B.A., Radio/Television Broadcasting
24hourfitness March 2014 - Present
Northwestern Mutual 2010 - 2011
Northwestern Mutual Financial Network September 2010 - December 2010
Edward Jones April 2009 - September 2010
Edward Jones April 2009 - September 2010
North Side Capital November 2005 - February 2008
Bally Total Fitness June 2000 - October 2005
Skills
Microsoft Office, Excel, PowerPoint, Dreamweaver, Photoshop, Outlook, Word, Administrative Support, Customer Service, Public Speaking, Salesforce.com, Microsoft Works, Teamwork, Microsoft Word, Microsoft Excel, Time Management, Training, Office Management
Education
Berkeley College 2007 — 2011
B.B.A, Management
Berkeley College-New York 2007 — 2010
Bachelor, Business Management
George Westinghouse HS 1997 — 2000
Diploma, Computer Technology
Cornerstone Financial Advisors January 2008 - Present
Better Business Bureau Serving the Snake River Region June 2010 - Present
Beneficial Financial Group August 2006 - December 2007
PricewaterhouseCoopers January 2005 - April 2005
Northwestern Mutual Financial Network 2002 - 2003
Skills
Strategic Financial..., Financial Analysis, Financial Planners, Estate Planning, Accounting, Investments, Retirement Planning, Financial Reporting, Tax, 401k, Financial Modeling, Personal Finance, Financial Accounting, Financial Advisory, Insurance, Retirement, Microsoft Excel, Wealth Management, Mutual Funds, Life Insurance, Finance, Portfolio Management, Securities, Disability Insurance, Small Business, Financial Services, Wealth, Investment Management, Asset Allocation, Fixed Annuities, Financial Risk, Investment Strategies, Asset Management, Series 7, Long-term Care, IRAs, Alternative Investments, Series 63, Personal Financial..., Loans, Credit, Investment Advisory, Pensions, Risk Management, Variable Annuities
Education
Boise State University 2005 — 2006
Bachelor's of Business Administration, Accounting
Brigham Young University-Idaho 1999 — 2003
Highlands High School 1996 — 1999
MassMutual Financial Group October 2012 - Present
Northwestern Mutual Financial Network May 2008 - October 2012
Skills
Retirement Solutions, Life Insurance, Buy Sell Agreements for..., Executive Planning for..., Investment Strategies, Small Business..., Small Business, Retirement Planning, Fixed Annuities, 401k, Long Term Care Insurance, Financial Analysis, Education Funding, Employee Benefits, 401k Rollovers, Disability Income...
Education
Florida Southern College 2008 — 2009
B.S in Economics and Finance
Boston College - Carroll School of Management 2005 — 2008
Economics
St. Ambrose University May 2014 - October 2014
Quantros January 2013 - January 2014
Quantros January 2011 - January 2013
Robert Fine and Associates June 2010 - January 2011
Northwestern Mutual Financial Network January 2008 - May 2010
Skills
Business Development, Event Planning, Healthcare, Medicare, Strategic Planning, Sales Management, Healthcare Information..., Software Sales..., Medical Software Sales, Sales Presentations, Sales Operations, Recruiting, Salesforce.com
Education
Saint Ambrose University 2014 — 2014
Master of Business Administration (MBA), International Business and Marketing, 3.89 GPA
Belmont University 2006 — 2010
B.B.A., Business Management
Wealthicity November 2013 - Present
FitMania August 2013 - Present
Glow for Cushing's May 2012 - Present
Sound Wave Music January 2010 - Present
Brain Trust, LLC September 2012 - January 2014
Northwestern Mutual Financial Network December 2011 - September 2013
Vivint March 2013 - August 2013
Boise Elementary Spanish September 2012 - April 2013
JŪCE Management May 2012 - April 2013
Express Locations November 2010 - November 2011
Skills
Disability Insurance, Long Term Care, Long Term Care Insurance, New Business Development, Networking, CRM, Coaching, Life Insurance, Investments, Long-term Care, Small Business
Education
Boise State University 2010 — 2014
Master of Business Administration (MBA), General Business
Boise High School 2003 — 2006
Eight Oaks Financial and Insurance Services May 2012 - Present
Miceli Financial Partners Wealth Management & Insurance Services October 2007 - May 2012
Northwestern Mutual Financial Network January 1994 - September 2007
Skills
Retirement, Strategic Financial..., Financial Planners, Disability Insurance, Securities, Personal Finance, Estate Planning, Wealth Management, Investments, Retirement Planning, Portfolio Management, Fixed Annuities, Roth IRA, IRAs, Small Business, Life Insurance, Finance, Insurance, Entrepreneurship, Financial Services, Long-term Care, Investment Advisory, Financial Planning
Education
Brigham Young University 1988 — 1995
BA, English
Northwestern Mutual Financial Network May 2010 - Present
Campus Outreach September 2003 - September 2009
Skills
Public Speaking, Leadership Development, Networking, Building Relationships, Social Networking, Customer Service, Community Outreach, Event Planning, Management, Recruiting, Team Building, Teaching, Time Management, Training, Nonprofits, Sales, Marketing, Fundraising, Account Management, Leadership
Education
Francis Marion University 2001 — 2003
Marketing
Berry College 1999 — 2001
Marketing
Sunwest Bank January 2014 - August 2014
Syringa Bank July 2010 - January 2014
Syringa Bank May 2006 - July 2010
Idaho Central Credit Union January 2005 - May 2006
Idaho Central Credit Union November 2003 - January 2005
Red Robin Restaurant January 2000 - November 2003
Northwestern Mutual Financial Network September 2002 - March 2003
Skills
Customer Service, Loans, Cash Flow, Small Business Lending, Customer Satisfaction, Commercial Lending, Commercial Banking, Credit, Negotiation, Consumer Lending, Customer Relations, Excel, Word, Telephone Skills, Fact Finding, Ten Key, Organization, Prioritize Workload, Motivated self-starter, verbal and written..., Fiserv
Education
Boise State University 2000 — 2003
Marketing, Sales, International Business
St. Petersburg College 1988 — 1993
Associates, Business
Carr, Riggs & Ingram, LLC October 2012 - Present
Byrd, Proctor & Mills January 2011 - October 2012
Gibson Guitar August 2010 - January 2011
Northwestern Mutual Financial Network June 2008 - November 2008
The Flying Burrito July 2006 - May 2008
Jersey Mikes Subs & Salads March 2003 - July 2006
Skills
Auditing, Financial Statements, Tax Preparation, Non-profits, Microsoft Excel, Microsoft Word, Accounting, Budgets, Finance, Financial Services, Nonprofits, Tax, CPA, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Management
Education
Belmont University - Jack C. Massey Graduate School of Business 2009 — 2010
Masters, Accounting
Iowa State University 2004 — 2008
Bachelor of Science, Economics
Northwestern Mutual Financial Network August 2012 - Present
Legg Mason July 1997 - June 1999
Education
Brigham Young University 1996 — 2002
Bachelor of Science (BS), Marriage, Family, and Human Development
David M. Crooks & Associates, LLC January 2012 - Present
Northwestern Mutual Financial Network May 1983 - January 2012
Skills
Retirement Planning, Series 7, Series 63, Wealth Management, Asset Allocation
Education
Bucknell University 1979 — 1983
BSBA, Finance
Northwestern Mutual Financial Network June 2011 - Present
Northwestern Mutual Financial Network October 2006 - Present
Northwestern Mutual May 2009 - June 2011
Education
Kent State University 2005 — 2008
Bowling Green State University 2004 — 2005
The University of Akron 2003 — 2004
Northwestern Mutual Financial Network November 1976 - Present
Education
University of Vermont 1973 — 1976
B.A., Finance
Bryn Mawr College
Chartered Life Underwriter (CLU)
Bryn Mawr College
Chartered Financial Consultant (ChFC)
Paychex May 2013 - Present
University of Phoenix September 2011 - November 2012
JoTrans Inc January 2010 - July 2011
Northwestern Mutual Financial Network December 2010 - April 2011
LDS Church August 2005 - August 2007
Skills
Business, Communication, People Skills, Microsoft Suites, Graphic Design, Customer Service, Time Management, Human Resources, Building Relationships, Sports, Work Ethic
Education
Brigham Young University - Idaho 2008 — 2011
Bachelor's in Business/Communications
Ponderosa High School 2001 — 2005
Naples Mediations, LLC April 2012 - Present
Northwestern Mutual Financial Network November 2001 - June 2003
Travelers April 1996 - April 2001
Skills
Florida Supreme Court..., Contract Negotiation, Settlement Agreements, Dispute Settlement, Strategic Financial..., Alternative Dispute..., Divorce Law, Estate Planning, Family Law, Financial Planning, Insurance, Legal Writing, Mediation, Legal Research, Claim, Civil Litigation
Education
University of Mississippi School of Law 1992 — 1995
Doctor of Law (J.D.), Law
Belhaven College 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Remy Cointreau September 2013 - Present
Constellation Brands September 2011 - September 2013
Canara Robeco Asset Management Company June 2010 - August 2010
Liberty Mutual Group June 2007 - July 2009
LYC Financial December 2006 - May 2007
Northwestern Mutual Financial Network June 2006 - August 2006
Skills
Financial Modeling, Corporate Finance, Forecasting, Financial Reporting, Business Analysis, Valuation, Financial Analysis, Finance, Business Valuation, Essbase, Variance Analysis, Budgets, Financial Planning, Data Analysis
Education
Simon Graduate School of Business - University of Rochester 2009 — 2011
Master of Business Administration (M.B.A.), Finance and Accounting & Information Systems
Bentley University 2003 — 2007
Bachelor of Science, Finance
Rodan + Fields Dermatologists December 2010 - Present
Schering-Plough November 2003 - March 2010
Northwestern Mutual Financial Network January 1999 - November 2003
Subway Development Corporation 1998 - 1998
Gateway 1997 - 1997
Skills
Leadership, Sales Operations, Customer Service, Sales, Strategic Planning, Selling, Management, Marketing, Team Building, Training, Business Development, Sales Management, Sales Presentations, Product Launch
Education
Buena Vista University
BA, Marketing- Spanish & Economics Emphasis
Universidad de Sevilla
FoCUS Program, CLIC (Centro de Lenguas e Intercambio Cultural)
Sacred Heart Academy August 2012 - Present
Northwestern Mutual Financial Network July 2009 - August 2012
Vupal Networks, LLC May 2008 - December 2008
WDRB Fox41 August 2007 - December 2007
Skills
Digital Marketing, Social Media, Time Management, Marketing, Marketing Strategy, Public Speaking, Customer Service, Sales, Sports, Coaching, Leadership, Team Building, Video, Strategic Planning, Editing
Education
Bellarmine University 2004 — 2008
BA, Communication, Psychology
Sacred Heart Academy 2000 — 2004
University of Kentucky
Northwestern Mutual May 2013 - Present
Campisi's Restaurants June 2012 - May 2013
Camp Longhorn June 2011 - July 2011
Northwestern Mutual Financial Network June 2010 - December 2010
Skills
Sales, Recruiting, Communication, Microsoft Excel, Goal Setting, Goal Oriented, Organization, Capital & Expense..., Portfolio Performance..., Portfolio Optimization, Leadership, Insurance, Investments, Finance, Financial Analysis, Strategic Financial..., Bookkeeping, PowerPoint, Data Entry, Accounting, Retirement Planning, Banking, Access
Education
Baylor University 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Baylor University 2010 — 2012
BBA, Finance
Realm Realty Group, LLC. November 2007 - Present
Beantown Companies Inc August 2005 - Present
The Beantown Companies Inc. August 2005 - Present
Northwestern Mutual Financial Network March 2003 - September 2003
Skills
Real Estate, Leases, Residential, Real Estate Development, Property Management, Valuation, Sellers, Investments, Market Analysis, Selling, Residential Homes, Investment Properties, Commercial Real Estate, Due Diligence, Condos, Contract Negotiation
Education
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts, Economics
Newton South High School 1999 — 2001
Boston University
Professional School of Studies
Julie Cannon Consulting January 2012 - Present
Northwestern Mutual Financial Network January 2008 - December 2011
Skills
Talent Acquisition, College Recruiting, Recruiting, Business Coaching, Applicant Tracking..., Succession Planning, Talent Management, Consulting, Career Development, Building Relationships, Internet Recruiting, Interviews, Leadership, Onboarding, Sales, Sourcing, Team Building, Temporary Placement, Time Management, Executive Search
Education
Bishop's University 1992 — 1996
BA Business, Human Resources & Management
Northwestern Mutual / Harmon Smith Financial Group May 2015 - Present
Northwestern Mutual Financial Network March 2012 - Present
Re/Max Elite Properties April 2009 - March 2012
Treasure Valley Properties July 2007 - 2008
Hubble Homes April 2005 - June 2007
Hubble Homes April 2002 - July 2005
Qwest Communications March 2001 - April 2002
Skills
Marketing, Sales, Coaching, Team Building, Life Insurance, Problem Solving, Hiring, Public Relations, Customer Relations, Direct Marketing, Short Sales, REO, Market Analysis, Sales Management, Marketing Strategy, Account Management, Real Estate, Customer Satisfaction, Social Media, Team Leadership, Market Research, Outlook, Administration, Microsoft Office, PowerPoint, Sales Support, Mentoring, Documentation, Organizing, Excel, Word, Negotiating Contracts, CRM software, Non-profits, Customer Experience
Education
Western College of Auctioneering 2008 — 2008
Auction Business & License
Executrain 2005 — 2007
Brokers License, GRI, CSP, Real Estate
Pioneer Real Estate School 2002 — 2002
Real Estate License
Boise State University 1985 — 1987
General Studies
CUNA Mutual Group November 2014 - Present
Lytefyre, LLC January 2014 - Present
Epic May 2012 - December 2013
Northwestern Mutual Financial Network June 2011 - November 2011
The Bostonian Group May 2010 - October 2010
AXA Advisors March 2009 - August 2009
AXA Advisors May 2008 - August 2008
Skills
Investments, Insurance, Microsoft Excel, Sales, Project Management, Finance, Start-ups, Training, Management, Research
Education
Boston College 2007 — 2011
BS, Finance and Information Systems
Marquette University High School 2003 — 2007
Greenwich Education Group June 2011 - Present
Natural Guidance August 2008 - February 2014
Northwestern Mutual Financial Network 2007 - 2009
BayGroup International October 2000 - September 2006
Skills
Strategic Planning, Leadership, Marketing, Team Building, Management, Project Management, Marketing Strategy, Cross-functional Team..., Leadership Development, Strategy, Sales, Program Management, Coaching, Public Speaking, Training
Education
University of Florida 1989 — 1993
MFA, ABD, English
Brown University 1976 — 1980
BA, English Language and Literature/Letters
Ransom-Everglades 1972 — 1976
HIgh School Diploma
Missoula Aging Services April 2014 - Present
Missoula Aging Services November 2010 - April 2014
Fullerton State University June 2009 - November 2010
Northwestern Mutual Financial Network January 2007 - June 2009
Borders Books & Music June 2003 - December 2006
Skills
Public Speaking, Non-profits, Strategic Planning, Community Outreach, Customer Service, Employee Relations, Finance, Insurance, Financial Services, Team Building, Budgets, Staff Development, Nonprofits, Program Management, Training, Strategy, Communication, Microsoft Office
Education
Chapman University, The George L. Argyros School of Business and Economics 2005 — 2010
2010 Master Business Administration
Biola University 2000 — 2002
Bachelor of Science, Organizational Leadership
Northwestern Mutual Financial Network 1978 - Present
Northwestern Mutual 1989 - 2009
Education
Bethany College 1964 — 1968
A.B., History, Religion
Florida State University
Ph.D., Management and Finance
Yale University
M.A., Comparative Religion
Brown Brothers Harriman July 2012 - Present
Brown Brothers Harriman June 2011 - August 2012
Boston University September 2010 - May 2011
nSphere June 2010 - August 2010
The University Club October 2007 - May 2010
Northwestern Mutual Financial Network June 2009 - September 2009
The Dumplings Association May 2007 - August 2008
Town of Jamestown Parks and Recreation May 2007 - August 2007
Rhody Transportation and Warehousing, Inc June 2006 - August 2006
Skills
Microsoft Excel, Risk Management, Portfolio Management, Database Admin, Business Valuation, PowerPoint, Data Analysis, Microsoft Office, Bloomberg, Microsoft Word, Financial Analysis, Research, Financial Modeling, Query Analyzer, Outlook, CRM
Education
Boston University 2006 — 2010
Bachelor of Arts, History
Boston University Questrom School of Business 2006 — 2010
Degree; Bachelor of Science, Business Administration; Finance
Northwestern Mutual Financial Network August 1988 - Present
Education
Brigham Young University
B.S., Business Management
Louisiana State University
MBA, Business
Alpine Securities March 2014 - Present
Brigham Young University January 1989 - Present
Utah System of Higher Education January 2006 - March 2014
Zions Bancorporation August 2003 - March 2006
Newonics, Incorporated January 2000 - January 2003
Northwestern Mutual Financial Network January 1994 - January 2000
Hercules Aerospace (Alliant Tech) January 1985 - January 1994
Commercial Security Bank (Key Bank) January 1981 - January 1985
Skills
Accounting, Budgeting, Risk Management, Compliance, Audit, Financial Analysis, Financial Reporting, Quickbooks, Microsoft Office, Excel, Customer Relations, Inventory Management, Due Diligence, Financial Management, Financial Accounting, SOX, Data Analysis, Cash Flow, PowerPoint, Customer Service, Public Speaking, Auditing, Word, Banking, Internal Audit, Budgets, QuickBooks, Microsoft Excel, Microsoft Word
Education
Westminster College of Salt Lake City 1984 — 1987
Master of Business Administration, Financial Management
Brigham Young University 1973 — 1979
Bachelor of Science, Accounting
JP Morgan Chase Bank, N.A. July 2013 - Present
Morgan Stanley Smith Barney October 2011 - May 2013
Northwestern Mutual Financial Network October 2009 - September 2011
JPMorgan Chase January 2008 - October 2009
Chase Bank January 2008 - September 2009
AXA Equitable March 2005 - December 2007
AXA Equitable January 2005 - December 2007
Education
Brigham Young University 1998 — 2004
Broadcast Journalism, Communications
Brigham Young University 1998 — 2004
Bachelors Degree, Broadcast Journalism
Longmont High School
Westview Middle
Nash & Associates 2010 - Present
Northwestern Mutual Financial Network August 2008 - December 2010
OneAmerica Financial Partners November 2005 - August 2008
IRSC 2002 - 2004
Skills
Retirement Planning, Strategic Financial..., Insurance, Mutual Funds, Financial Advisory, Financial Services, Investments, Retirement, Finance, Securities, Relationship Management, Series 63, FINRA, IRAs, Financial Planners, Series 6, ERISA, Employee Benefits, Asset Management, Portfolio Management, Life Insurance, Asset Allocation, Series 7, Wealth, Pensions, Retirement Plan..., Investment Strategies, Disability Insurance, Defined Benefit, Qualified Retirement..., Term Life Insurance, Investment Management, 401k, Financial Planning, Risk Management, Estate Planning, Annuities, Small Business, Long Term Care, Business Planning, Financial Analysis, Leadership, Fixed Annuities, Investment Advisory, Wealth Management, Series 65, Profit Sharing, Alternative Investments, Health Insurance, Personal Finance
Education
College for Financial Planning 2005 — 2006
Chartered Retirement Plan Specialist, Financial Planning and Services
Butler University 1999 — 2004
BA, Political Science, History
Carmel High School 1994 — 1998
Diploma
OCLC June 2013 - Present
Kforce Inc. June 2012 - June 2013
Northwestern Mutual Financial Network November 2009 - June 2012
Scientific/Finance and Accounting Staffing April 2005 - October 2009
Education
Bowling Green State University 2000 — 2004
Bachelors, Interpersonal Communication
Grove City High School
Russian School of Mathematics August 2014 - Present
Website Boston August 2013 - Present
Northwestern Mutual Financial Network January 2011 - August 2011
Starbucks August 2008 - February 2009
Newton Indoor Sports Center June 2007 - September 2007
TR Consulting Group, Inc July 2006 - September 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Bloomberg, Peachtree, Matlab, Stata, Windows 7, iOS
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance
Rouen Business School 2011 — 2011
International Business
Northwestern Mutual Financial Network 1996 - Present
Skills
Investments, Finance, Wealth Management, Management, Customer Service, Strategic Planning, Public Speaking, Retirement Planning
Education
Bradley University 1995 — 1997
Bachelor of Science, Marketing
Charles Schwab April 2014 - Present
USAA May 2011 - April 2014
Northwestern Mutual Financial Network July 2010 - May 2011
Eastern Investment Advisors March 2007 - June 2010
US Army November 2000 - July 2006
Skills
Series 7, Retirement Planning, Risk Management, Wealth Management, Asset Allocation, Investment Strategies, Investment Advisory, Series 66, Investments, Strategic Financial..., High Net Worth..., Life Insurance, Insurance, Personal Financial..., 401k, IRAs, Fixed Annuities, Investment Management, Financial Services, Financial Planners, Certified Financial..., Wealth Management..., Retirement, Wealth, Estate Planning, Financial Advisory, Financial Planning
Education
Lehigh University 1996 — 2000
B.S., Finance
Boston University 2010 — 2012
Center For Professional Education, Financial Planning
Stratigic Employee Benefit Services Health Benefit SpecialistNorthwestern Mutual2003 - Present
Northwestern Mutual Financial Network 2000 - 2009
Education
Brigham Young University 1983 — 1988
Bachelors Degree, Business Management
Northwestern Mutual Financial Network September 2005 - Present
Northwestern Mutual Financial Network September 2005 - May 2008
Skills
Retirement Planning, Alternative Investments, Investments, Retirement, Risk Management, Insurance, Securities, Strategic Financial..., Series 63, Wealth Management, Estate Planning, Fixed Annuities, Asset Allocation, Disability Insurance, Financial Analysis, Mutual Funds, Long-term Care
Education
Bryant University 2001 — 2005
Business Administration, Finance/Financial Services
Harborfields High School
Northwestern Mutual Financial Network March 2010 - Present
Boehringer-Ingelheim Pharmaceuticals June 1997 - October 2009
Skills
Sales, Financial Analysis, Portfolio Management, Customer Service, Leadership, Time Management, Risk Management, Strategic Planning, Finance, Cold Calling
Education
Benedictine University 1985 — 1989
BS, Biology, Chemistry
Paul Davis Restoration of the Wasatch Front March 2014 - Present
Everest Interactive January 2012 - Present
Zeta Interactive April 2014 - April 2015
SkyRocket Media LLC June 2011 - April 2014
Monitor Group August 2008 - May 2011
Students for Self-Sustainable Schools (S4) January 2008 - December 2009
Utah Angels January 2008 - June 2008
Granada Capital January 2008 - May 2008
Brigham Young University 2007 - April 2008
Northwestern Mutual Financial Network 2006 - 2007
Skills
Private Equity, Due Diligence, Venture Capital, Investments, Management Consulting, Business Planning, Business Modeling, Pricing, Financial Modeling, Business Strategy, Entrepreneurship, Financial Analysis, Valuation, Finance, Market Research, Online Lead Generation, Marketing, Marketing Strategy, Online Marketing, Advertising, Email Marketing, Project Management, Business Development, Management, Team Management, Product Development, Product Marketing, Demand Generation, SEO, CRM, Affiliate Marketing, SEM, Mergers & Acquisitions, Leadership, Market Analysis, PPC
Education
Brigham Young University 2005 — 2008
B.S. Economics, 3.97 GPA
Northwestern Mutual Financial Network June 2006 - Present
National Football League 1986 - 1988
Skills
Finance, Financial Services, Life Insurance, Financial Advisory, Sales, Microsoft Word, Networking, Series 7, Project Planning, Insurance, Strategic Financial..., Financial Analysis, Leadership, Public Speaking, Team Building, Disability Insurance, New Business Development, Time Management, Management, Creative Direction, Strategic Planning, Retirement, Estate Planning, Wealth Management, Financial Modeling, Retirement Planning, Fixed Annuities, Marketing, CRM, Financial Planning, Securities, Account Management, Investment Advisory, Investments, Access, Real Estate, Series 63, Underwriting, Portfolio Management, Education Funding, Health Insurance, Employee Benefits, Long-term Care, IRAs, Risk Management, Marketing Strategy, Investment Strategies, Personal Finance, Customer Service, Mutual Funds
Education
Baylor University 1981 — 1986
Bachelor of Science (B.S.), Education and Speech Communications
Alma High School 1978 — 1981
Northwestern Mutual Financial Network 1980 - Present
Northwestern Mutual 1980 - Present
Education
Bucknell University
BS, Business
The Windward School February 2014 - Present
The Premiere Search Group, LLC March 2012 - December 2012
Brooke Street Staffing May 2011 - 2012
Northwestern Mutual Financial Network July 2010 - October 2010
Payvision March 2009 - January 2010
Planned Parenthood Hudson Peconic October 2008 - November 2008
Fast Capital April 2006 - May 2008
Lebhar-Friedman December 2005 - April 2006
Northwestern Mutual December 2003 - December 2005
Fass & Kimack 2002 - 2003
Skills
Microsoft Office, Internet Research, Cold Calling Experience, Coordinating Events, Insurance, Finance, Accounts Payable, Marketing, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Research, PowerPoint, Sales, Data Entry
Education
Mercy College 2011 — 2011
N/A, Organizational Leadership
Briarcliffe College 1998 — 2002
Bachelors, Business Administration, Concentration in Marketing
RevZilla.com June 2013 - Present
NorthWestern Mutual Financial Network June 2012 - June 2013
John McKenna Memorial 5K Committee February 2010 - May 2013
Marty’s Shoes May 2011 - January 2013
Lesko Financial Services January 2012 - December 2012
Skills
Strategic Financial..., Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Social Media, Outlook, Public Speaking, Data Analysis, Leadership, Event Planning
Education
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts Degree, Economics and English, 3.65 GPA
Morris Catholic High School 2005 — 2009
Aetna Capital Management August 2012 - Present
FactSet Research Systems September 2010 - August 2012
Archway Investment Fund September 2009 - May 2010
Connecting for Children and Families February 2008 - May 2010
Northwestern Mutual Financial Network May 2008 - January 2009
Sheetz, Inc October 2004 - September 2006
Education
Bryant University 2006 — 2010
BSBA, Financial Services
Rite Aid March 2013 - Present
Geisinger Health System August 2012 - March 2013
Waterfront Banquet Facility April 2006 - October 2012
Northwestern Mutual Financial Network April 2010 - October 2010
Skills
Insurance, Investments, Customer Service, Finance, Financial Analysis, Retirement Planning, Strategic Financial..., Sales, Accounting, Employee Benefits, Disability Insurance, Long-term Care, Securities, Fixed Annuities, Life Insurance, Budgeting
Education
Bloomsburg University of Pennsylvania 2007 — 2012
Bachelor of Science, Business Administration; Accounting and Finance
BGM TruNorth Wealth Partners 2013 - Present
TruNorth 2005 - 2013
Northwestern Mutual Wealth Management Company 2001 - 2005
Northwesten Mutual Financial Network 1997 - 2005
Northwestern Mutual Financial Network 1989 - 2005
IBM 1985 - 1989
Education
American College 1990 — 1998
ChFC®, CLU®
College for Financial Planning
CFP®
Bethel University 1981 — 1985
Bachelor of Arts, Business
MassMutual Ohio 2012 - Present
Northwestern Mutual Financial Network February 2011 - March 2012
First Place Bank April 2009 - January 2011
National City Mortgage March 2006 - March 2009
Fifth Third Bank November 2003 - February 2006
Louisville Title Agency January 2002 - October 2003
Education
Bowling Green State University 1997 — 2000
John Carroll University 1996 — 1997
St. John's 1992 — 1996
LinkedIn January 2012 - Present
Vibrant Media September 2011 - January 2012
CBS Interactive February 2009 - September 2011
Newco Media (Hemisheres in - flight) July 2008 - November 2008
BusinessWeek March 2008 - June 2008
Crain Communication (Modern Healthcare) January 2006 - January 2008
FranklinCovey June 2005 - December 2005
Northwestern Mutual Financial Network May 2004 - May 2005
Skills
Integrated Marketing, New Business Development, Sales Process, Sponsorship, Online Advertising, Social Media, Custom Content Programs, Creative Design Process, Territory Management, Tech & CE Marketing /..., Video, Display Media, Lead Generation, Negotiation, Global Sales, Contract Negotiation, Marketing, Email Marketing, Start-ups, Sales, Content Marketing, Display Advertising, Sales Force Development, Custom Publishing, Digital Marketing, Strategic Partnerships, PPC, Program Management, SEM, Mobile Devices, Digital Strategy, Media Planning, Sales Presentations, Digital Media, Online Marketing, Advertising Sales, New Media, Account Management, Sales Operations, Selling, Mobile Marketing
Education
Bradley University 2001 — 2005
B.S., Communication / Advertising
Bradley University 2001 — 2005
BS, Communications - Advertising & Marketing focus
Lincoln-Way Highschool
Fresenius Medical Care March 2015 - Present
Fresenius Medical Care March 2014 - March 2015
AmSurg March 2013 - March 2014
Fitzpatrick Investments, LLC April 2012 - March 2013
Kraft CPAs February 2012 - April 2012
Northwestern Mutual Financial Network June 2011 - February 2012
Chas. Hawkins Co., Inc February 2006 - November 2010
Skills
Brokerage, Leases, Commercial Real Estate, Finance, Accounting, Negotiation, Sales, Financial Analysis, Analysis, Real Estate
Education
Belmont University - Jack C. Massey Graduate School of Business 2012 — 2013
Master of Accountancy, Accounting
Belmont University 2003 — 2007
Bachelor, Business Administration
Air Methods January 2014 - Present
Air Methods August 2012 - January 2014
Intel July 2011 - July 2012
Brigham Young University August 2009 - April 2011
Air Methods May 2010 - August 2010
Soltis Investment Advisors January 2010 - April 2010
CENTURY 21 December 2006 - August 2009
Northwestern Mutual Financial Network May 2006 - November 2006
The Church of Jesus Christ of Latter-day Saints May 2000 - May 2002
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Data Analysis, Leadership, Forecasting, Business Strategy, Budgets, Accounting, Cross-functional Team..., Process Improvement, Strategic Planning, Analysis, Valuation, Competitive Analysis, Management, Start-ups, Marketing, Business Planning, Strategy, PowerPoint, Training
Education
Brigham Young University 2002 — 2006
Business Management, Bachelor of Science, Business
The Janssen Pharmaceutical Companies of Johnson & Johnson December 2014 - Present
Quintiles September 2013 - December 2014
Northwestern Mutual Financial Network December 2009 - September 2013
Pfizer Pharmaceuticals May 2002 - February 2010
Wells Fargo Financial May 2001 - May 2002
Skills
Creative Direction, Customer Service, Finance, Insurance, Leadership, Management, Marketing, Sales, Sales Management, Strategic Planning, Team Building
Education
Brigham Young University 1997 — 2001
Bachelor of Science, Finance
Exact Recruiting Solutions, Inc April 2013 - Present
TravelMax Medical Professionals, a Division of Maxim Healthcare April 2012 - March 2013
Creative Recruiting Solutions, LLC September 2010 - April 2012
Staffing Plus, Inc March 2004 - June 2010
American Mobile Healthcare September 2002 - March 2004
Northwestern Mutual Financial Network August 2001 - August 2002
Wells Fargo Bank 1996 - 2000
Northwestern Mutual Financial Network May 1986 - March 1995
Skills
Full-cycle Recruiting, Applicant Tracking..., Referencing, Health Care and..., Contract Negotiation, Contract Assignments, Healthcare, Direct Hire Recruiting, Account Management, Recruiting, SDLC, Staffing Services, Training, Citations, Business Development, Sales Operations, Leadership, Temporary Staffing, Sales, Talent Acquisition, Marketing, Sales Management, Customer Retention, Technical Recruiting, Internet Recruiting, Sourcing, Temporary Placement, College Recruiting, Permanent Placement, Contract Recruitment, Interviews, Human Resources, Onboarding, Screening Resumes, Executive Search, Cold Calling, Benefits Negotiation, Hiring, Resume Writing, Screening, Recruitment Advertising, Employee Relations, Employee Benefits, New Hire Orientations, Industrial Sector, Job Fairs, Staff Augmentation, Employer Branding, Talent Management, Workforce Planning
Education
Black Hills State University 1981 — 1985
B. S., Sociology/Psychology
DIRECTV April 2015 - Present
DIRECTV September 2012 - April 2015
DIRECTV August 2012 - September 2012
DIRECTV September 2011 - August 2012
DIRECTV May 2011 - August 2011
Northwestern Mutual Financial Network February 2008 - September 2010
Northwestern Mutual February 2008 - July 2009
Muir Custom Homes April 2007 - January 2008
Skills
Leadership, Customer Retention, Process Improvement, Team Building, Customer Service, Performance Management, Call Centers, Strategic Planning, Sales, CRM, Leadership Development, Change Management, Customer Experience, Performance Analysis, Customer Satisfaction, Finance, Coaching, Business Analysis, Cross-functional Team...
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, Financial Operations.
Boise State University 2008 — 2011
Bachelor's Degree, Business Administration and Management. Communication Minor
Brigham Young University 2005 — 2007
Associate's Degree, Business Administration and Management, General
Freestone Private Wealth September 2014 - Present
Northwestern Mutual Financial Network 2003 - August 2014
Redback Networks 1999 - 2001
3Com 1998 - 1999
Nortel Networks 1995 - 1998
Education
University of South Carolina - Darla Moore School of Business 1993 — 1995
MIBS, Finance, International Marketing
University of Colorado Boulder 1987 — 1991
BA, History
Bowdoin College 1986 — 1987
Bachelor's Degree, Economics
Kent Denver 1980 — 1986
Taft Boarding School 1983 — 1984
Kirton McConkie 2011 - Present
Geoff N. Germane, Attorney at Law December 2008 - December 2011
Luce Forward September 2007 - November 2008
Luce, Forward, Hamilton & Scripps 2007 - 2008
Northwestern Mutual Financial Network May 2003 - January 2007
Skills
Estate Planning, Trusts, Corporate Law, Corporate Governance, Estate Tax Planning, Mergers, Tax, Wills, Small Business, Mergers & Acquisitions, Courts, Estate Law, Arbitration, Tax Law, Asset Protection, Trials, Legal Research, Legal Writing
Education
Brigham Young University—J. Reuben Clark Law School 2004 — 2007
Juris Doctor, cum laude
Brigham Young University 1996 — 2003
BS, Accounting
The CAPROCK Group September 2015 - Present
Heart & Core Fitness Studio LLC November 2014 - Present
State Insurance Fund January 2009 - October 2014
Northwestern Mutual Financial Network February 2008 - October 2008
Givens Pursley LLP/Bolinder Dunn PLLC July 2007 - February 2008
D.B. Fitzpatrick & Co. June 2005 - March 2007
Skills
Customer Service, Accountable, Self Motivated, Client Relationship..., Efficient Time Manager, Excellent Communicator, Project Coordination, Excel, Bloomberg, Workers Compensation, Wealth Management, Administration, Customer Relations, Intuitively Organized, Financial Planning, Honest, Microsoft Word, Strategic Financial..., Microsoft Excel, Microsoft Office, Leadership, Coaching, Marketing, Team Building, Sales, Social Media, Team Leadership, PowerPoint, Insurance, Finance, Management, Small Business, Training, Outlook
Education
Boise State University 1999 — 2005
Bachelor Business Administration, Finance
OpenAlgae, LLC 2014 - Present
Radiant RFID 2014 - 2015
Bayou Well Services 2012 - 2013
Northwestern Mutual Financial Network 2009 - 2012
BakerCorp 2008 - 2009
BakerCorp 2007 - 2008
BakerCorp 2001 - 2007
US Army 1996 - 2000
Skills
Strategic Planning, Contract Negotiation, Sales Management, Team Building, Operations Management, Budgets, Sales, Account Management, Financial Analysis, Process Improvement, Customer Service, Leadership, New Business Development, Management, Business Development, Contract Management, Training, Sales Operations, Recruiting, Risk Management, Forecasting, Strategy, CRM, Entrepreneurship, Logistics, P&L Management
Education
Boston College 1991 — 1995
Bachelor of Science (B.S.), Marketing
Strake Jesuit College Preparatory 1987 — 1991
CoEnterprise, LLC June 2015 - Present
TD Ameritrade Institutional March 2014 - May 2015
Financial Principles, LLC January 2010 - July 2013
Sontag Advisory April 2008 - October 2008
Northwestern Mutual Financial Network September 2006 - February 2008
Janney Montgomery Scott LLC September 2004 - November 2004
Skills
Tableau, Data Analysis, Analytics, SQL, Netezza, Investments, Wealth Management, Insurance, Estate Planning, Financial Advisory, Retirement, Financial Risk, SPSS, InfoSphere, Web Analytics, Business Analytics, Text Analytics, CRM, Equities, Retirement Planning, Asset Management, Securities, Python, Risk Management, Strategic Financial..., SQL DB2, Cognos, R, Hadoop, Financial Planning, Series 6, Series 7, Series 63, Life & Health Insurance..., Variable Annuities, Predictive Analytics, Data Mining, Data Warehousing, Business Objects, QlikView, Amazon Web Services..., Cloudera, Analysis, Finance, Strategy, Business Intelligence, Consulting
Education
Fordham University 2013 — 2014
Master's degree
Dale Carnegie 2012 — 2013
Boston College 2002 — 2006
Carroll School of Management
University of New South Wales 2005 — 2005
Boston College Semester Abroad Program - Sydney, Australia
Bergen Catholic High School 1998 — 2002
Salesforce April 2013 - Present
Wyndham Hotel Group May 2012 - March 2013
Wyndham Hotel Group April 2011 - May 2012
Gaylord Entertainment April 2010 - April 2011
Gaylord Entertainment April 2008 - April 2010
Avondale Partners, LLC January 2007 - August 2007
Northwestern Mutual Financial Network May 2006 - December 2006
UBS Financial Services January 2006 - May 2006
Buca di Beppo January 2005 - August 2005
Noble Investment Group, LLC June 2004 - August 2004
Skills
Social Media, Analytics, Hotel Management, Customer Relations, Research, Change Management, Hospitality Management, Sentiment Analysis, Customer Service, Hospitality, Marketing, Social Media Marketing, Hotels, Customer Satisfaction, Strategic Planning, Management, CRM, Strategy, Hospitality Industry, E-commerce, Resorts
Education
Portland Community College 2011 — 2013
Master of Arts (M.A.), Neology
Belmont University 2003 — 2007
Bachelor's, Finance and Entrepreneurship
El Mundo Media (Boston) February 2014 - Present
Casa Guatemala July 2009 - Present
Chadwick Martin Bailey February 2013 - August 2013
Procter & Gamble December 2010 - November 2012
State Street September 2009 - November 2010
Northwestern Mutual Financial Network 2007 - 2008
Skills
US Hispanic Market, African American..., Qualitative Research, Quantitative Research, Nielsen Data, Nielsen Household Panel, Nielsen Scanner Data, Volume Forecasting, Initiative Qualification, Initiative Tracking, Concept Qualification, Copy Testing, Claims Testing, Consumer Insight, shopper insights, Pricing Analysis, Go To Market Strategy, Building Relationships, Spanish-English, SPSS, Research, Forecasting, Shopper Marketing, Social Media, Marketing, Marketing Research, Customer Insight, Market Research, Leadership, Spanish, Management
Education
Boston College 2005 — 2009
Bachelor of Science, Finance, Marketing
Waltham High School 2001 — 2005
Harvard University
Professional Certification Candidate, Strategic Management
Waltham High School
Boston Scientific April 2015 - Present
Boston Scientific November 2012 - April 2015
Sykes February 2011 - June 2012
CeBlue Information Technology May 2010 - July 2010
Northwestern Mutual Financial Network October 2008 - February 2009
Skills
OneSource, TaxStream, Microsoft Excel, Access, Oracle Applications, Profx, Internal Controls, Finance, International Tax, Tax, Accounting
Education
Bentley University 2014 — 2017
Master of Science (M.S.), Taxation, 3.92
University of South Florida 2007 — 2011
Bachelors of Science, International Business, Accounting
Deljo Heating and Cooling December 2013 - Present
Ambit Energy February 2014 - Present
Rock Valley Development LLC January 2010 - Present
Lu Gina's pizza June 2012 - December 2013
Town & Country Services January 2008 - December 2013
Northwestern Mutual Financial Network May 2005 - October 2008
Skills
Entrepreneurship, Sales Management, Closing Deals, Home Inspections, Real Estate, Market Planning, Insurance, Selling, P&L Management, Customer Service, Marketing, Deal Closure, Sales, Strategic Planning, CRM, Investments, Leadership, Management, Strategy, Marketing Strategy, Team Building, Microsoft Office, New Business Development
Education
Bradley University 2001 — 2005
Bachelor of Science (B.S, business; management
Bradley University 2001 — 2005
HealthPlan Services June 2015 - Present
CI Group (Corporate Interiors, Inc.) June 2014 - June 2015
Northwestern Mutual March 2014 - June 2014
Northwestern Mutual December 2013 - March 2014
The HON Company August 2013 - November 2013
The HON Company June 2012 - August 2013
Northwestern Mutual Financial Network May 2011 - February 2012
Peoria Area Convention and Visitors Bureau May 2010 - April 2011
Townsquare Media May 2010 - August 2010
Skills
Marketing, Sales Operations, Public Relations, Customer Service, Account Management, Market Planning, Market Research, Email Marketing, Leadership, CRM, Training, Project Management, Management, Sales, PowerPoint, Event Planning, Social Media
Education
Bradley University 2008 — 2012
Bachelor, Business Marketing
Foray Collective June 2015 - Present
Boutikey August 2013 - Present
Kaufman Rossin Fund Services March 2012 - March 2013
Brown Brothers Harriman September 2010 - March 2012
Northwestern Mutual Financial Network June 2009 - May 2010
Skills
Investments, Social Media, Financial Services, Marketing, Finance, Management, Financial Risk, Hedge Funds, Analysis, Access, Mutual Funds, Equities, Alternative Investments, Account Reconciliation, Due Diligence, PowerPoint, Accounting, Financial Modeling, Series 7, Insurance, Microsoft Excel, Fixed Income, Financial Analysis, Bloomberg, Securities, Start-ups, Risk Management, Crowdfunding, Portfolio Management, Market Research, Client Relations Skills
Education
Bryant University 2006 — 2010
Bachelors, Finance
Argyle Executive Forum June 2015 - Present
Explorchestra: The Composer's Orchestra September 2011 - May 2015
Northwestern Mutual Financial Network June 2014 - August 2014
Binghamton Center for Leadership Studies February 2014 - May 2014
New York State of Mind July 2013 - August 2013
New Oriental Education & Technology Group July 2012 - August 2012
Eastern Accounting & Tax June 2012 - July 2012
Skills
Team Leadership, Small Talk, Strategic Planning, Public Speaking, Consulting, Microsoft Office, Composition, Public Relations, Email Marketing, Employee Relations, Negotiation, Project Management, Conflict Resolution
Education
Binghamton University - School of Management 2011 — 2015
Bachelor of Science (BS), Marketing, Leadership & Consulting, 3.67
Stuyvesant High School 2007 — 2011
G.E.D., 3.60
Intermountain Healthcare February 2013 - Present
Intermountain Healthcare February 2010 - February 2013
Intermountain Healthcare July 2009 - February 2010
Intermountain Healthcare June 2008 - July 2009
Northwestern Mutual March 2007 - April 2008
Northwestern Mutual Financial Network March 2007 - March 2008
Summit Financial Marketing February 2006 - March 2007
Skills
Financial Analysis, Healthcare, Budgeting, Hospitals, Data Analysis, Excel, Financial Reporting, Capital Budgeting, Process Improvement, Analysis, Budgets, Management, Finance, Risk Management, Strategy, Variance Analysis, Insurance, Financial Modeling, Forecasting, Access, Internal Audit, Revenue Cycle, Strategic Financial..., Policy, Microsoft Excel, Financial Statement..., Marketing, Financial Planning, Leadership, CFOs
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University 2003 — 2008
Finance, Finance
D'Evelyn High School 1997 — 2001
Bazaarvoice March 2014 - Present
DAZ 3D May 2012 - March 2014
BYU-Idaho January 2011 - April 2012
PyrBlu, Inc. September 2008 - April 2011
Northwestern Mutual Financial Network August 2010 - December 2010
Family First Adult Family Homes January 2005 - January 2010
Skills
HTML, CSS, SEO, Web Design, JavaScript, HTML 5, jQuery, Front-end, Web Development, Photoshop, Microsoft Office, Google Analytics, Adobe Creative Suite, CSS3
Education
BYU-Idaho 2008 — 2012
Business Management, Web-Design and Marketing
Gig Harbor High School 2001 — 2005
High School Diploma
WilsonHCG November 2014 - Present
Northwestern Mutual Financial Network April 2009 - November 2013
Aerotek Commercial Staffing March 2007 - December 2008
MetLife an office of Baypark Financial September 2006 - August 2007
Skills
Recruiting, Sourcing, Cold Calling, College Recruiting, Interviews, Employee Relations, Onboarding, Staffing Services, Resume Writing, Applicant Tracking..., Human Resources, Talent Acquisition, Technical Recruiting, Internet Recruiting, Talent Management, Job Fairs, Employee Training, Succession Planning, Temporary Placement, Benefits Negotiation, Building Relationships, HRIS, Screening, Benefits Administration, Permanent Placement, Hiring, Management, Training, Contract Recruitment, Coaching, Screening Resumes, PeopleSoft, Career Development, Temporary Staffing, Executive Search, Employee Benefits
Education
Brookdale Community College
Kean University
MWI Veterinary Supply May 2013 - Present
Idaho SBDC August 2011 - May 2013
Peregrine Capital October 2012 - February 2013
Northwestern Mutual Financial Network May 2011 - August 2011
Boise State University August 2007 - May 2011
Boise State University June 2010 - November 2010
Skills
Microsoft Office, Writing, Customer Service, Advertising, Time Management, Organization, Timelines, Microsoft Excel, Team Leadership, Critical Thinking, Event Management, PowerPoint, Public Relations, Event Planning, Public Speaking, Data Entry, Social Networking, Marketing, Sports, Team Building, Social Media Marketing, Data Analysis, Research, Leadership, Spanish, Photoshop, Training, Market Research, Teamwork, Email Marketing, Sales, Facebook, Marketing Communications, Fundraising
Education
Boise State University 2011 — 2013
Master of Business Administration
Boise State University 2007 — 2011
Undergraduate B.B.A.s, General Business & Marketing
EnerNOC May 2015 - Present
EnerNOC January 2015 - May 2015
EnerNOC August 2012 - December 2014
ARES February 2009 - March 2012
Northwestern Mutual Financial Network September 2007 - January 2009
E-Sea Delivery 2007 - 2007
Pittsfield Dukes Baseball Organization 2003 - 2006
Skills
Marketing, Management, Customer Service, Salesforce.com, Training, Building Relationships, Cold Calling, Microsoft Excel, Sponsorship, Account Management, Social Media Marketing, Marketing Strategy, Lead Generation, New Business Development, Relationship Building, Microsoft Office, Proficient in Microsoft..., Certified in Microsoft..., Proficient in Microsoft..., Familiar with Microsoft..., Experienced in..., Proficient in public..., Prospecting Skills, Business Efficiency, Energy Efficiency, Cleantech, Sales Management, Energy Management
Education
Bentley University
Bachelor's degree, Business Administration/Management and Marketing
Maser Consulting October 2013 - Present
CGI November 2012 - October 2013
CGI Federal October 2011 - November 2012
Northwestern Mutual Financial Network October 1992 - July 2010
Merrill Lynch October 1982 - November 1988
Skills
Insurance, Data Analysis, Microsoft Office, Management, Government, Risk Management, Outlook, Applicant Tracking..., Government Contracting, Microsoft Excel, SharePoint, Onboarding, Project Management, Human Resources, Customer Service, Training, Administrative..., Microsoft Word, Finance, Time Management, Data Entry, Social Media, Public Speaking, Payroll, Budgets, Social Networking, System Administration, Event Planning, Leadership, Operations Management, PowerPoint, Sales, Employee Relations, Program Management, Interviews, Organizational..., Banking, Recruiting
Education
Brookdale Community College
Various Courses
Katharine Gibbs School
Certified Graduate
Rumson Fair Haven Regional High School
Diploma, College Preparatory
Northwestern Mutual Financial Network April 2000 - Present
Education
Brigham Young University 1998 — 2001
Bachelor of Arts (B.A.), French Major, Business Managment Minor
Northwestern Mutual Financial Network December 1979 - Present
Education
Boston University
Bachelor of Arts
Northwestern Mutual Financial Network OwnerNewcastle FundingJune 2005 - December 2008
Education
Boise State University 1997 — 1999
Other, Business
Thrasher, Inc. March 2015 - Present
Hudl February 2014 - Present
Aureus Medical (C&A Industries) October 2012 - February 2014
Sojern October 2011 - October 2012
Northwestern Mutual Financial Network January 2011 - September 2011
HuskerVision August 2005 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Phone Skills, Creative Writing, Outlook, Recruiting, Interviewing Skills, Videography, Video Editing, Public Relations, Account Management, Marketing, Sales, Team Building, Business Development, Management, Cold Calling
Education
Bellevue University 2013 — 2014
Master's degree, Business Administration and Management, General
University of Nebraska-Lincoln 2005 — 2010
Bachelor's, Broadcasting, Bussiness, Economic
Chamber & Development Council of Crawford County, Iowa November 2012 - Present
Northwestern Mutual Financial Network May 2010 - November 2012
Northwestern Mutual December 2008 - April 2010
Skills
Building Relationships, Customer Service, Business Development, Fundraising, Financial Analysis, Leadership
Education
Buena Vista University 2006 — 2009
Bachelors, International Business & Spanish
Northwestern Mutual Financial Network November 2007 - Present
Prudential Equity Group 2002 - 2007
Credit Suisse 1996 - 2002
Skills
Investments, Financial Analysis, Wealth Management, Strategic Planning, Finance, Management, Asset Management, Portfolio Management, Customer Service, Equities
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Finance
Boise State University 1987 — 1991
Bachelor of Business Administration (BBA), Finance and Economics
Bessemer Trust October 2014 - Present
Fidelity Investments October 2005 - October 2014
Fidelity Investments May 2003 - October 2005
Fidelity Investments March 2001 - May 2003
Northwestern Mutual Financial Network 1999 - 2001
Skills
Investments, Equities, Series 7, Financial Services, Retirement Planning, 401k, Mutual Funds, Wealth Management, Asset Allocation, Relationship Management, Portfolio Management, Retirement, Investment Strategies, Series 63, Retirement Plan..., Securities, Uniform Combined State..., Strategic Financial..., Leadership, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA, Finance
Baylor University - Hankamer School of Business 1995 — 1999
BA, Management and Marketing
Allscripts June 2014 - Present
Allscripts March 2013 - June 2014
Jardogs, LLC October 2010 - March 2013
MDeverywhere, Inc November 2007 - July 2010
MedAptus, Inc August 2006 - August 2007
MedAptus, Inc June 2005 - August 2006
athenahealth, Inc May 2002 - April 2005
Northwestern Mutual Financial Network January 2000 - April 2002
Skills
Revenue Cycle, EMR, Healthcare, EHR, Practice Management, Software Implementation, Negotiation, Medical Billing, Salesforce.com, Healthcare Information..., Process Improvement, SaaS, Sales Management, Solution Selling, Start-ups, Contract Negotiation, Sales Process, Microsoft Excel, Selling, Healthcare Consulting, HL7, HIPAA, Health Information..., FollowMyHealth, dbMotion, Patient Engagement, PHR, Population Health, Patient Portal, Medical Software, Billing, Healthcare IT, Patient Kiosk, Patient Access, Consultative Selling, Contract Negotiations, Excel, Business Strategy, New Business Development, Problem Solving, Enterprise Software, Revenue Cycle Management, Strategic Planning
Education
Bentley University 1996 — 2000
Bachelor of Science, Finance
Edward Little High School 1992 — 1996
Northwestern Mutual Financial Network March 1979 - Present
Skills
Leadership, Customer Service, Entrepreneurship, Sales, Networking, Integrity, Business Ethics, Strategy, Selling, Social Media
Education
Bowling Green State University 1972 — 1976
Bachelor's Degree
The American College 2011 — 2015
Currently enrolled in Graduate school, Financial Services
Korean First Methodist Church of Cincinnati January 2010 - Present
Northwestern Mutual Financial Network 2009 - Present
Greater Hamilton Chamber of Commerce 2009 - Present
Battelle & Battelle LLP 2008 - 2009
Korean Baptist Church of Cincinnati 2006 - 2008
Korean Madisonville United Methodist Church 2002 - 2004
Miami University 2000 - 2002
Education
Miami University 2005 — 2009
Bachelor of Science, Accounting, Economics, Dcision Science
Boston University 1996 — 1999
Master of Divinity, Religion & Philosophy
Claremont School of Theology 1994 — 1996
Master of Arts, Philosophy, Religion, and Ethics
Rollins College 1990 — 1994
Bachelor of Arts, Mathematics
Northwestern Mutual Financial Network February 1994 - Present
Education
Baylor University 1989 — 1993
Bachelor of Business Administration
Northwestern Mutual Financial Network 2000 - Present
Skills
Retirement Planning, Investments
Education
Butler University
Perry Meridian High School
RW Watches Limited March 2014 - Present
Clear Choice Management Services May 2011 - March 2014
RW Sports Sales Inc. August 2010 - June 2012
Northwestern Mutual Financial Network January 2010 - March 2011
RW Sports Sales Inc. April 2003 - May 2010
The Church of Jesus Christ of Latter Day Saints September 2006 - August 2008
Skills
Management, Budgets, Marketing, Leadership, Sales, Customer Service, Financial Services, Microsoft Office, Business Analysis, Project Planning, Microsoft Excel, PowerPoint, Finance, Analysis, Inventory Management, Financial Analysis, Mergers & Acquisitions, Retail, Access, Market Research, Data Analysis
Education
Brigham Young University 2005 — 2011
Bachelors of Science, Management--Finance Emphasis
Cornell University June 2012 - Present
Northwestern Mutual Financial Network August 2009 - June 2012
Purchase College, State University of New York September 2007 - August 2009
Binghamton University August 2005 - August 2007
Binghamton University February 2005 - August 2007
Binghamton University 2003 - 2005
Skills
Public Speaking, Staff Development, Editing, Career Counseling, Higher Education, Resume Writing, Social Networking, Event Planning, Facebook, Community Outreach, PowerPoint, Recruiting, Strategic Planning, Program Management, Training, Admissions, Microsoft Office
Education
Binghamton University, College of Community and Public Affairs 2006 — 2007
Master of Arts, Social Science
Binghamton University 2002 — 2006
BS, Human Development
Pearson VUE May 2014 - Present
Johnson Controls August 2011 - May 2014
Volunteers of America August 2010 - June 2013
Northwestern Mutual Financial Network May 2009 - August 2011
Kohn Law firm May 2008 - August 2008
Skills
Financial Analysis, Financial Reporting, Expenses, Accounting, Cash Flow, Balance, Journal Entries, Forecasting, Reconciliation, Projections, Accruals, General Ledger, Variance Analysis
Education
University of Minnesota - Carlson School of Management 2014 — 2015
Masters of Business Administration (MBA)
University of Wisconsin-Milwaukee 2012 — 2014
Masters of Business Administration (MBA)
University of Wisconsin-La Crosse 2007 — 2010
Business, Management
Bowling Green State University 2006 — 2007
Business, Management
Northwestern Mutual Financial Network June 2003 - Present
ABN Amro 1994 - 2000
William Blair & Company May 1988 - March 1994
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Beloit College 1984 — 1988
BA
Carousel Industries May 2014 - Present
Carousel Industries June 2011 - June 2014
Northwestern Mutual Financial Network January 2011 - May 2011
Bryant University Post Office September 2009 - May 2011
Bina Alimentari May 2009 - October 2010
Art Est February 2010 - June 2010
John Robert Powers January 2006 - January 2008
Skills
Event Planning, PowerPoint, Social Media, Facebook, Social Media Marketing, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel, Event Management, Microsoft Word, Public Relations
Education
Bryant University 2007 — 2011
Marketing
University of Sydney 2010 — 2010
Marketing
Monadnock Advisors LLC. August 2011 - Present
Northwestern Mutual Financial Network May 2010 - September 2010
Ferris Marketing August 2009 - September 2009
Skills
Financial Modeling, Analysis, Investments, Financial Analysis, PowerPoint, Microsoft Excel, Securities, Market Research, Fundraising, Strategic Financial..., Mutual Funds, Fixed Income, Equities, Accounting, Access, Bloomberg, Leadership, Equity Research, Finance, Valuation, Alternative Investments
Education
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, Finance
Xaverian Brothers High School 2003 — 2007
PwC January 2012 - September 2012
Bentley University November 2009 - May 2012
EXPRESS November 2010 - November 2011
Canobie Lake Park April 2010 - October 2010
Northwestern Mutual Financial Network 2003 - 2009
Focus Capital July 2008 - August 2008
Skills
Microsoft Suites, Lotus Notes, GoSystems, RPM, RIA, CCH Intelliconnect
Education
Bentley University 2012 — 2013
Master of Science (MS), Taxation
Bentley University 2009 — 2012
Bachelor of Science (BS), Accountancy
Northwestern Mutual Financial Network May 2006 - Present
Education
Brigham Young University 2001 — 2007
B.S. in Business Management, Finance emphasis, Financial Services
Columbine High School 1998 — 2001
AJ Tucker Supply, Inc. July 2013 - Present
Finishmaster October 2011 - July 2013
LKQ Corporation December 2010 - September 2011
Akzo Nobel Coatings, Inc January 2008 - October 2010
Akzo Nobel Car Refinishes November 2005 - January 2008
Akzo Nobel Coatings, Inc November 2005 - January 2008
Akzo Nobel Coatings Inc February 2005 - November 2005
Heritage Body and Towing March 2004 - February 2005
Northwestern Mutual Financial Network October 2000 - March 2004
Prudential Individual Financial Services July 1999 - October 2000
Skills
Automotive, Key Account Management, Sales Management, New Business Development, Coaching, Paint, Selling, Negotiation, Sales Operations, Sales
Education
Brookdale Community College
Strayer University Online
Northwestern Mutual Financial Network November 2000 - Present
Education
The American College 2005 — 2008
CLU, CHFC,CASL
Bethel University 1997 — 2001
BA, Finance & Economics
Northwestern Mutual Financial Network January 2009 - Present
Strategic Employee Benefit Services of The Bohannon Group 2007 - Present
Northwestern Mutual Life 1996 - 2009
Strategic Employee Benefit Services of MN November 1998 - June 2007
Skills
Employee Benefits, Disability Insurance, Benefits Administration, Insurance, Life Insurance, Management, 401k, Underwriting, COBRA, Health Savings Accounts, Health Insurance, Customer Service, Sales, Long-term Care, Business Development, CRM, Retirement, Term Life Insurance, Cold Calling, Account Management, Leadership, Fixed Annuities
Education
Gustavus Adolphus College 1989 — 1991
BA, Biology
Bethany Lutheran College 1987 — 1989
Associate of Arts (A.A.), Biology, General
Northwestern Mutual September 2010 - Present
North Shore Long Island Jewish Health System August 2008 - September 2010
Northwestern Mutual Financial Network March 2007 - July 2008
New York Life 2007 - 2008
Memberworks 2004 - 2004
Skills
Retirement Planning, Series 7, Morningstar, Portfolio Management, Strategic Financial..., Securities, Investments, Insurance, Financial Analysis, Series 63, Mutual Funds, Retirement, Equities, 401k, Financial Planners, Wealth Management, Asset Allocation, Finance, Financial Services, Financial Modeling, Fixed Income, Fixed Annuities, Bloomberg, Analysis, Accounting, Financial Reporting, Alternative Investments, Investment Management, Asset Management, Financial Planning
Education
Bryant University 2003 — 2007
B.S., Finance
Trumbull High School 1999 — 2003
Northwestern Mutual Financial Network December 2007 - Present
Boise State University August 2001 - May 2002
Army National Guard (Idaho and Massachusetts) December 1995 - December 2001
Nampa Police Department November 1997 - July 1998
Education
Regis University 2004 — 2007
MBA, Finance and Accounting
Boise State University 1998 — 2002
BA, Ancient History and Latin
McGill University 1994 — 1996
BA, Archaeology
Northwestern Mutual Financial Network September 1986 - Present
Northwestern Mutual 1986 - Present
Skills
Retirement Planning, Fixed Annuities, Wealth Management, Insurance, Series 63, Customer Service, Investments, Management, Investment Strategies, Mutual Funds, Series 7, Financial Analysis, Sales, Retirement, 401k, IRAs, Asset Allocation, Uniform Combined State..., Long-term Care, Series 65, PowerPoint, 401k Rollovers
Education
Bryant University 1982 — 1986
Bachelor’s Degree, Business Administration and Management, General
Northwestern Mutual Financial Network
Skills
Disability Insurance, Retirement Planning, Long-term Care, Education Funding, Fixed Annuities, Estate Planning, Wealth Accumulation, Life Insurance, IRAs
Education
Brigham Young University
Bachelor's degree, Finance and Financial Management Services
GoWireless, Inc. June 2015 - Present
Mybullfrog.com Verizon Wireless Premium Retailer February 2015 - May 2015
DIRECTV April 2013 - February 2015
DIRECTV September 2012 - April 2013
DIRECTV January 2012 - September 2012
Wireless Advocates - Costco November 2008 - January 2012
Boise State Public Radio September 2006 - October 2008
Northwestern Mutual Financial Network August 2007 - March 2008
Skills
Performance Management, Sales Management, Value Based Selling, Cross Selling, Cross-functional Team..., Customer Service, Customer Engagement, Retail Sales, Sales, Direct Sales, Team Leadership, Team Building, Coaching, Microsoft Word, Microsoft Excel, Management, Advertising, Training, Leadership
Education
Boise State University
Bachelor's degree, Business Management
Boise State University
Bachelors degree in Business
The Troutdale Dining Room July 2012 - Present
Molly B's Catering June 2011 - December 2011
Dish Network July 2010 - May 2011
in-touch mobile January 2007 - June 2010
Northwestern Mutual Financial Network May 2006 - August 2007
St. Ignatius College Prep January 2005 - April 2006
Skills
Marketing Strategy, Trade Shows, Event Management, Market Planning, B2B, Direct Marketing, Marketing Management, Product Marketing
Education
University of Denver - Daniels College of Business 2008 — 2009
MBA, Business & Marketing
Boston College 2000 — 2004
B.A., Communication & Marketing
Vanderbilt University - Aix-en-Provence 2003 — 2003
Communications and French Studies
Merrill Lynch August 2009 - Present
Northwestern Mutual Financial Network December 2005 - July 2009
Skills
Retirement Planning, 401k, Alternative Investments, Asset Allocation, Asset Management, Commercial Lending, Credit, Capital Markets, Credit Analysis, Disability Insurance, ETFs, Equities, Estate Planning, FINRA, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Planners, Financial Services, Fixed Annuities, Hedge Funds, IRAs, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Loan Origination, Loans, Mergers & Acquisitions, Mortgage Banking, Mortgage Lending, Mutual Funds, Portfolio Management, Private Equity, Retirement, Sales, Securities, Series 63, Series 65, Series 7, Underwriting, Uniform Combined State..., Valuation, Wealth Management, Strategic Financial..., Financial Planning
Education
Berry College 2002 — 2005
Northwestern Mutual April 2010 - Present
Northwestern Mutual Financial Network May 2000 - February 2012
Skills
Disability Insurance, Financial Analysis, Long-term Care, Life Insurance, Retirement Planning, Sales, Insurance, Strategic Planning, Investments, Coaching
Education
Bentley University 1996 — 2000
Bachelor of Science (B.S.), Finance
Willsboro Central School
Northwestern Mutual April 1985 - Present
Northwestern Mutual Financial Network 1985 - Present
Skills
Estate Planning, Corporate Finance, Strategic Financial..., Insurance, Finance, Private Equity, Strategic Planning, Financial Advisory, Financial Planning, Valuation, Life Insurance, Investments, Financial Analysis, Disability Insurance, Loans, Long Term Care Insurance, Start-ups, Investment Management, Term Life Insurance, Portfolio Management
Education
Bowdoin College 1968 — 1972
Boston University - School of Management
MBA
L Brands August 2015 - Present
Nationwide Insurance July 2012 - August 2015
SAS Marketing October 2008 - June 2009
Northwestern Mutual Financial Network April 2007 - August 2008
Hickory Farms 2007 - 2007
Big Brothers Big Sisters of Northwestern Ohio August 2006 - December 2006
Skills
Insurance, Recruiting, Teamwork, Management, Leadership, Training, Human Resources, Team Building, Team Leadership, Marketing, Sales, Access, Coaching, Networking, Account Management, Fundraising, Microsoft Excel, Event Planning, Social Networking, Direct Marketing, Time Management, Program Management, Employee Benefits, Microsoft Office, Cold Calling, PowerPoint, Process Improvement, Interviews, Customer Service, Nonprofits, Marketing Communications, Employee Relations, Marketing Strategy, Career Development, Hiring, Small Business, Project Management, Social Media, Customer Satisfaction, Business Development, Leadership Development, Market Research, Organizational..., Performance Management, Budgets, Public Speaking, Salesforce.com, Social Media Marketing, Outlook, Strategic Planning
Education
Bowling Green State University 2004 — 2008
BSBA, Marketing
Strongsville High School 1999 — 2004
American Floor Mats October 2010 - Present
Northwestern Mutual Financial Network July 2007 - January 2011
Kol Echad September 2005 - May 2007
JPDS July 2004 - September 2004
Education
Boston University 2003 — 2007
Northwestern Mutual Financial Network 1994 - Present
Xcel Energy 1990 - 1994
Skills
Finance, Management Consulting, Financial Advisory, Business Planning, Financial Modeling, Project Planning
Education
Boston University Questrom School of Business 1979 — 1980
MBA, Finance and Investments
Middlebury College 1974 — 1977
Economics
Sioux Nation Ag Center January 2006 - Present
Ag Biz December 2006 - December 2008
Northwestern Mutual Financial Network January 2004 - December 2005
Skills
Microsoft Excel, Financial Modeling, Strategic Financial..., Strategic Planning, Investments, Sales, Marketing Strategy, Management, Negotiation
Education
Boston College 2000 — 2004
B.S., Finance
Northwestern Mutual Financial Network March 1990 - Present
CampFire NJ 2012 - 2012
West Windsor BikeFest September 2001 - 2012
Creamer Dickson Basford, Inc August 1987 - October 1989
Bristol Myers Squibb May 1981 - August 1987
Education
London Business School 1980 — 1981
New York University - Leonard N. Stern School of Business 1979 — 1981
MBA
Binghamton University 1973 — 1976
BA
Case Western Reserve University 1971 — 1973
Northwestern Mutual Financial Network April 2008 - Present
Education
Bryant University 2004 — 2007
Finance
Northwestern Mutual Financial Network July 2008 - Present
hrp 2001 - 2003
sears 2000 - 2002
sears roebuck 1999 - 2001
new york city council 1995 - 2000
Education
Berkeley College 2006 — 2009
bachelors, business management
Katharine Gibbs School 1996 — 1998
associates, secretarial arts
Our Lady of Snows
National Bank of Petersburg February 2011 - Present
Northwestern Mutual Financial Network January 2008 - January 2011
Skills
Financial Analysis, Insurance, Loans, Retirement Planning, Investments, Sales
Education
Bradley University 1998 — 2002
B.S., Communications
Petersburg PORTA High School 1995 — 1998
High School Diploma
J.P. Morgan May 2014 - Present
Citi Fund Services February 2010 - May 2014
Citi Fund Services October 2007 - February 2010
Northwestern Mutual Financial Network February 2002 - October 2007
Charles Schwab June 2000 - August 2001
Skills
Securities Regulation, Procedure Analysis, Process Improvement, Series 7, FINRA, Investments, Securities, Risk Management, Financial Risk, Mutual Funds, Sales, Equities, Insurance, Banking, Leadership, registered hedge funds, Alternative Investments, Relationship Management, Financial Services
Education
Franklin University 2010 — 2011
Master of Business Administration, MBA
Bowling Green State University 1995 — 1999
BSBA, Finance and Ineternational Business
Citi Habitats January 2015 - Present
Inter-Boro ATM Corporation July 2008 - November 2014
Wall Street Trading Inc January 2012 - February 2014
Allen Realty/ 409 59St Realty Corporation June 2008 - December 2012
Northwestern Mutual Financial Network July 2009 - September 2009
Skills
Asset Management, Leases, Real Estate, Investment Properties, Property Management, Real Estate Transactions, Sellers, Property, Lease Administration, Real Estate Development, Residential Homes, Interpersonal Skill, Competitive, Multi Tasking, Networking, Organizational..., Leadership Development, Account Management, Negotiation, Operations Management, Sales Management, Presentations, Management, Finance, Public Speaking, Commercial Real Estate, Portfolio Management, Short Sales, Strategic Planning, Customer Service, Microsoft Office, Research, PowerPoint, Microsoft Word
Education
Berkeley College 2005 — 2009
Bachelor's degree, Business Administration and Management, General
New Utrecht High School 2000 — 2004
New York State High School Diploma, NAF- National Academy Foundation of Travel and Tourism
Northwestern Mutual Financial Network April 2008 - Present
Education
Bryant University 2003 — 2007
BSBA, Finance
Condé Nast April 2015 - Present
Conde Nast February 2014 - March 2015
Morgan Stanley January 2013 - June 2013
Chelsea Restoration Corporation June 2010 - April 2012
Harte-Hanks Data Technologies June 2011 - December 2011
Proper Realty Group February 2008 - December 2011
Northwestern Mutual Financial Network May 2006 - February 2008
The Walgreens Company June 2007 - August 2007
Skills
Real Estate, Due Diligence, Finance, Microsoft Office, Legal Writing, Legal Research, Negotiation, Corporate Law, Social Media, Banking, Management, Research, Westlaw, Analysis, Accounting, Customer Service, Insurance, Direct Sales, Basel II, Sales, Banking Law, Store Management, Financial Analysis, Regulatory Capital, Anti Money Laundering, Entrepreneurship, LexisNexis, Retail Management, Compliance, Digital Operations
Education
Suffolk University - Sawyer School of Management 2008 — 2012
MBA, Business Law and Finance, 3.678
Suffolk University Law School 2008 — 2012
JD, Business Law and Financial Services
Boston University Questrom School of Business 2004 — 2008
BSBA, Finance and Business Law
Xavier High School 2000 — 2004
Diploma, College Preparatory
Northwestern Mutual Financial Network February 2007 - Present
Northwestern Mutual January 2002 - February 2007
Northwestern Mutual December 2000 - January 2002
Northwestern Mutual October 1990 - December 2000
Education
Boston University 1986 — 1990
Northwestern Mutual Wealth Mgt Group July 2007 - Present
Northwestern Mutual Financial Network 1985 - 2007
Education
Boston University Questrom School of Business 1981 — 1985
BS/ BA, Finance
Northwestern Mutual Financial Network October 2005 - Present
Northwestern Mutual 2002 - 2005
Education
Boston University
Master of Social Work (MSW), Gerontology Management
Penn State University
Bachelor of Science (BS), Counseling
Esurance September 2011 - Present
Northwestern Mutual Financial Network July 2010 - September 2011
SDSUG (South Dakota SAS Users Group) 2006 - August 2010
Sioux Empire Better Investing Chapter May 2005 - July 2010
South Dakota Foundation For Medical Care October 2005 - May 2010
Cigna April 2002 - October 2005
Raytheon April 2000 - June 2001
Education
University of Iowa 1996 — 1998
MA, Science Educaton
Bemidji State University 1990 — 1994
BS, Biology
Fidelity Capital Markets April 2012 - Present
Citi Group June 2007 - March 2012
Citi Securities & Fund Services June 2007 - March 2012
Northwestern Mutual Financial Network June 2006 - May 2007
Skills
Mutual Funds, Investments, SQL, Series 7
Education
Bentley College 2003 — 2007
Bachelor of Science, Economics & Finance
Bentley University 2003 — 2007
BS, Economics and Finanace
Northwestern Mutual Financial Network April 2008 - Present
Skills
Financial Planning, Retirement Planning, College Education..., Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, Estate Planning, Strategic Financial..., Series 7, Fixed Annuities, Securities, Retirement, Financial Planners
Education
Brigham Young University 2004 — 2011
MAcc, Accounting
Brigham Young University
Bachelor of Science (B.S.), Accounting
The American College
The American College
Hitachi Medical Systems America January 2012 - Present
Lincare Holdings, Inc February 2009 - January 2012
Lincare January 2008 - February 2009
Northwestern Mutual July 1999 - January 2008
Northwestern Mutual Financial Network 1999 - 2008
Skills
Hospitals, MRI, Computed Tomography, Radiology, Healthcare, Sales, Digital Imaging, Negotiation, Capital Equipment, Medical Imaging, Sales Process, Healthcare Management, Leadership, Cardiology, Public Speaking
Education
Butler University 1995 — 1999
BS, Business Administration
Butler University - College of Business Administration 1995 — 1999
BS, International Management
Massachusetts General Hospital November 2012 - Present
Fresenius Medical Care June 2011 - Present
Malden Animal Hospital December 2009 - December 2012
Northwestern Mutual Financial Network January 2009 - December 2009
Massachusetts Office of the Attorney General June 2006 - August 2006
Amelia's Restaurant June 2003 - August 2005
Education
Boston College 2004 — 2007
BA, Economics
University of Vermont 2003 — 2004
Groton School
Cedar Valley Church August 2010 - Present
Northwestern Mutual Financial Network February 2009 - July 2010
Minnesota Teen Challenge May 2004 - February 2009
Education
Bethel University 2000 — 2004
B.A. in Communications, Minors: Psychology and Business with a Small Business Management Emphasis
Northwestern Mutual June 2011 - Present
Northwestern Mutual Financial Network June 2010 - August 2010
Equinoxe AIS Ireland May 2010 - June 2010
UBS Financial Services May 2009 - August 2009
Barber Wilson's, Ltd July 2003 - August 2007
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; International Management; Finance
Brian Kraker Inc. June 2012 - Present
RedCurb Solutions August 2009 - June 2012
Northwestern Mutual Financial Network September 2008 - May 2009
Manley & Stewart Law Firm October 2006 - February 2007
Skills
HTML, Joomla, Wordpress, E-commerce, CMS, cPanel, phpMyAdmin, Photoshop, Web Design, Social Media, Website Development, Web Development, Microsoft Office, WordPress, Facebook, SEO, Web Analytics, Social Networking, Social Media Marketing
Education
Biola University 2005 — 2008
Bachelor of Science, Business
Saddleback College 2003 — 2004
Capistrano Valley High School 1999 — 2003
Northwestern Mutual Financial Network February 1991 - Present
Education
Briar Cliff University 1979 — 1983
BA, Business Administration
DRE Medical Equipment January 2013 - Present
Fastenal May 2009 - January 2013
Northwestern Mutual Financial Network December 2008 - May 2009
Apex Sales & Repair LLC. February 2005 - November 2008
Skills
Microsoft Office, Public Speaking, Retirement Planning, Financial Analysis, Marketing, Event Planning, Sales, Social Media, Fundraising, Strategic Financial..., Customer Service, PowerPoint, Investments, Fixed Annuities, Strategic Planning, Medical Devices, Medical Imaging, Medical Ultrasound, Anesthesia, Telemetry, Remote Patient..., Autoclave, Endoscopy, Surgical Instruments, Orthopedic, Electrosurgery, medical gas systems, surgical microscope, Digital X-ray, Leadership, Team Leadership, Fasteners, Operating Room, Sales Force Development, Surgeons, Cold Calling, Sales Management, Account Management, New Business Development, Sales Operations, Team Building, Marketing Strategy, Direct Sales
Education
Butler University 2004 — 2008
Bachelor of Science, Biochemistry and Molecular Biology
Our Lady of Providence High School
Our Lady of Providence High School
Honors diploma
Google May 2014 - Present
BAE Systems September 2013 - May 2014
BAE Systems November 2011 - August 2013
BAE Systems June 2010 - November 2011
Northwestern Mutual Financial Network December 2009 - May 2010
ImageOut January 2009 - May 2010
Study Abroad Poland, Inc. June 2009 - August 2009
BAE Systems June 2009 - August 2009
Paychex January 2009 - April 2009
University of Rochester August 2008 - December 2008
Skills
Recruiting, Talent Acquisition, Human Resources, College Recruiting, Employee Relations, Resume Writing, Technical Recruiting, Employee Benefits, Sourcing, Microsoft Office, Leadership, Training, Research, PowerPoint, Deferred Compensation, Microsoft Excel, Management, Interviews, Analysis, Process Improvement, Internet Recruiting, Taleo, Sales, Screening, Organizational..., Hiring, Proposal Writing, Time Management, Employee Engagement, Networking, Marketing, Workforce Planning, Strategy, Personnel Management, Succession Planning, Temporary Placement, Program Management, Coaching
Education
Cornell University 2015 — 2016
Master of Industrial and Labor Relations
Boston College - Carroll School of Management 2011 — 2014
MBA, Leadership and Management, Overall GPA: 3.787
University of Rochester 2006 — 2010
Bachelor of Arts, Psychology, Minor in Business, Citation in Leadership, Overall GPA: 3.65, Major GPA: 3.78
Northwestern Mutual Financial Network
Skills
Disability Insurance, Strategic Planning, Microsoft Excel, Retirement, Retirement Planning, Fixed Annuities, Investments, Strategic Financial..., Life Insurance, Finance, Customer Service
Education
Brigham Young University
Bachelor's Degree, Zoology (Pre-Dental Curriculum)
Brigham Young University
Master of Business Administration (M.B.A.), Finance and Marketing
AXA Advisors July 2013 - Present
Morgan Stanley Smith Barney July 2010 - July 2013
Koons Automotive Company July 2009 - February 2010
Watermoon May 2008 - August 2008
Northwestern Mutual Financial Network May 2008 - August 2008
Smith Barney May 2006 - August 2006
Skills
Sales, Finance, Customer Satisfaction, CRM, Insurance, Business Development, Financial Modeling, Data Analysis, Banking, Bloomberg, Investments, Leadership, Management, Project Management
Education
BOSTON UNIVERSITY SCHOOL OF MANAGEMENT 2005 — 2009
Bachelor of Science, Business Administration; Finance
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance
Northwestern Mutual January 2003 - Present
Northwestern Mutual Financial Network January 1996 - December 2002
Education
Brown University
Bachelor's Degree
Southern Baptist Theological Seminary
Master's Degree
Northwestern Mutual Financial Network July 1995 - Present
Skills
Estate Planning, Long Term Care, Retirement Planning, Retirement Solutions, Annuities, Succession Planning, Funding, Financial Planning, Investments, Insurance, Insurance Planning, IRA's, Whole Life, Risk Management, Retirement Income..., Long-term Care, Disability Insurance, Retirement, Wealth Accumulation
Education
Bradley University 1992 — 1995
MBA
Manipal Institute of Technology 1985 — 1989
Computer Enginnering
Viridian Energy January 2014 - Present
Northwestern Mutual Financial Network 2009 - December 2010
Education
Bryant University 2006 — 2010
Bachelor of Science, Business Administration: Finance Concentration
Ferguson Enterprises June 2011 - Present
Northwestern Mutual Financial Network May 2010 - September 2010
Ledger Solutions Inc May 2008 - August 2008
AT&T January 2006 - January 2008
Education
Oklahoma State University 2010 — 2011
Business, Marketing and MIS
Baylor University 2007 — 2009
Northwestern Mutual Financial Network February 2009 - Present
Education
Boise State University 2002 — 2009
Bachelors, Sociology
Northwestern Mutual Financial Network May 2010 - Present
BCC-KSBDC 2010 - 2011
Butler Community College 2008 - 2010
Skills
Editing, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft SQL Server, Microsoft Access, Microsoft Outlook, Microsoft Visual Studio..., Organization, Spreadsheets, Oracle Applications, Data Analysis, Analysis, Social Networking
Education
Wichita State University 2010 — 2014
Bachelors, Management Information Systems & Management
Butler Community College 2007 — 2010
A.A.S., Business Administrative Technology
Butler County Community College 2007 — 2010
A.S., Liberal Arts
CGN Global February 2012 - Present
Northwestern Mutual Financial Network May 2010 - August 2010
Education
Bradley University 2014 — 2016
Bachelor's Degree, Construction Management
North Central College 2007 — 2011
Bachelor's Degree, Business Administration and Management, General
Pur Minerals December 2008 - Present
Dillards August 2005 - January 2008
Dillards March 2004 - August 2005
Northwestern Mutual Financial Network January 2003 - December 2003
Cbeyond Communication January 2002 - December 2003
Envision Technology Partners January 2001 - December 2001
Immedient January 1999 - January 2001
Raymond James January 1998 - January 1999
Fairmont January 1995 - January 1999
Skills
Cosmetics, Retail, Makeup Artistry, Beauty, Skin Care, Beauty Industry, Sales, Merchandising, Sales Management, Marketing, Brand Management, Luxury Goods, Visual Merchandising, Fragrance, Consumer Products, Store Management, Retail Sales, Fashion
Education
Binghamton University 1994 — 1998
Bachelor of Arts, Psychology
Binghamton University 1994 — 1998
Bachelor's degree, Psychology
Catholic Schools Foundation June 2012 - June 2013
Catholic Schools Foundation June 2011 - June 2012
Arauco Wood Products November 2009 - May 2011
Arauco Wood Products April 2009 - November 2009
JGH & Associates November 2008 - February 2009
CSN Stores July 2007 - August 2008
CSN Stores October 2006 - July 2007
Rule Joy Trammel + Rubio June 2006 - August 2006
Northwestern Mutual Financial Network April 2005 - April 2006
Skills
Sales, Customer Service, Human Resources, Google Analytics, Accounting, Nonprofits, Public Speaking, SEO, SAP, PowerPoint, CRM, Community Outreach, Microsoft Excel, Marketing, Management
Education
Boston College 2002 — 2006
Bachelor of Arts, History, Communication
The Marist School 1998 — 2002
High School Diploma
Fidelity Investments January 2015 - Present
Fidelity Investments December 2012 - January 2015
Fidelity Investments November 2009 - December 2012
Fidelity Investments September 2008 - November 2009
Northwestern Mutual Financial Network January 2007 - July 2008
Skills
Mutual Funds, Series 7, Financial Analysis, Series 63, CIMA, Consultative Selling
Education
Bentley University 2003 — 2007
BS, Finance
Big Sky Marketing November 2011 - September 2012
Northwestern Mutual Financial Network May 2011 - October 2011
Boise State University October 2010 - May 2011
Education
Boise State University
BBA General Business, Marketing Minor
MANOLUCCI Handbag and Shoe Manufacturing January 2002 - Present
Northwestern Mutual Financial Network March 2006 - December 2008
Skills
Pattern Development, Sewing, Sales, Small Business, Apparel, Fashion
Education
Bergen Community College 2003 — 2005
Associate's degree, Liberal Arts and Sciences/Liberal Studies