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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2,588 Northwestern Mutual Financial Network employees in database. Find out everything there's to know about Northwestern Mutual Financial Network employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northwestern Mutual Financial Network Employees
Campbell Gray Design September 2015 - Present
LexisNexis February 2013 - Present
Proskauer Rose LLP May 2015 - July 2015
DePaul University April 2010 - May 2015
Circuit Court of Cook County June 2014 - November 2014
Slover Linett Strategies April 2010 - June 2011
Human Capital Research Corporation (HCRC) August 2008 - February 2010
Northwestern Mutual Financial network July 2007 - August 2008
Knox College September 2004 - June 2007
Knox College May 2006 - May 2007
Skills
Legal Research, Legal Writing, Analysis, Research, Microsoft Office, Public Speaking, Higher Education, Policy Analysis, Economics, Leadership, Project Management, Strategic Planning, Business Development, Financial Analysis, LexisNexis, Westlaw
Education
DePaul University College of Law 2012 — 2016
Doctor of Law (JD), Corporate Law and Mergers & Acquisitions, Top 5% of the class (3.725 GPA through first 5 semesters)
Knox College 2003 — 2007
Bachelor's degree, Economics
Coe College 2002 — 2003
Physics
Rotary Youth Exchange to Japan 2002 — 2003
Northwestern Mutual Financial Network Executive Team LeaderAltair 12September 2013 - Present
Boston Business Concepts Inc. June 2011 - November 2011
SDR Yard Care May 2005 - August 2011
Skills
Disability Insurance, Investments, Long-term Care, Financial Analysis, Sales, Public Speaking, Leadership, Customer Service, Fixed Annuities, Retirement Planning, Marketing, Direct Sales, Time Management, Team Leadership, Teamwork, Management, Selling, Coaching, Life Insurance, Team Building, Account Management, Social Networking, Budgets, Event Planning, Microsoft Word, PowerPoint, Retirement, Facebook, Negotiation
Education
Clarkson University 2010 — 2011
MBA, MBA
St. Lawrence University 2006 — 2010
BS, Psychology, Education Minor, Pre-Management
Facebook September 2014 - Present
Triage Consulting Group April 2013 - September 2014
Triage Consulting Group July 2011 - April 2013
Northwestern Mutual Financial Network June 2010 - October 2010
Skills
Event Planning, Leadership, Spanish, Customer Service, Management, Teamwork, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Access, Social Media, Research, SPSS, Teaching, Staff Development, Data Analysis
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science, Business Administration; International Business Management; Spanish & French Minors
Universidad de Valladolid 2010 — 2010
Allergan December 2010 - Present
Baltimore Ravens April 2009 - May 2013
Aflac May 2008 - December 2010
Northwestern Mutual Financial Network May 2007 - January 2008
RegistrarMary Washington Hospital May 2006 - January 2007
Mary Washington HospitalMary Washington Hospital April 2000 - January 2004
Skills
CRM, Sales, Marketing, Cold Calling, Human Resources, Public Relations, Insurance, Employee Benefits, Sales Management, Small Business, Salesforce.com, Customer Service, Account Management, Direct Sales, Leadership
Education
Christopher Newport University 2004 — 2008
Business, Finance, Communication Studies
Christopher Newport University 2004 — 2008
Bachelor of Science, Business Finance
Urban Remedy Inc. May 2014 - Present
Evolved Living LLC September 2013 - May 2014
Copita Taquileria y Comida June 2013 - September 2013
Peet's Coffee & Tea February 2013 - June 2013
Presh by Nicole Apostoli August 2012 - January 2013
Alexandra Knight Inc. October 2011 - August 2012
Self Employed - Makeup Artist September 2006 - October 2011
Northwestern Mutual Financial Network September 2010 - January 2011
Mayan Magic Raw Cacao Cafe August 2008 - June 2009
Fingerhut Gallery of Laguna Beach January 2008 - June 2009
Skills
Marketing Communications, Web Content Management, Web Design, Advertising, Video Production, Creative Problem Solving, Social Media Marketing, Social Media, Blogging, Publication Writing, Business Development, Customer Satisfaction, Strategic Planning, Strategic Communications, Visual Communication, Account Management, Strategic Consulting, Executive..., Customer Experience, Partnerships, Consultative Sales..., Marketing, Social Networking, Event Planning, Customer Service, Public Relations, Sales
Education
Chapman University 2005 — 2011
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Chapman University 2005 — 2010
Bachelor of Arts, PR and Advertising
The Marin School 2002 — 2005
High School Diploma
Loft9 July 2015 - Present
PwC June 2013 - June 2015
PwC June 2012 - June 2013
Freddie Mac June 2011 - June 2012
Freddie Mac June 2010 - July 2011
Merrill Lynch June 2009 - August 2009
Northwestern Mutual Financial Network December 2007 - June 2009
Renee Abrams and Associates 2008 - 2008
Skills
Program Management, Project Management, Software Quality..., User Acceptance Testing, Cross-functional Team..., Agile Project Management, SDLC, Payment Cardholder..., Change Management, Business Process, Vendor Management, Contract Negotiation, Contract Management, RFP Generation, Business Analysis, Agile Application..., Business Process..., Microsoft Excel, Management Consulting
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2010
Bachelor of Science
Energy Industry December 2013 - Present
alliantgroup March 2012 - December 2013
Human Resources Consultant 2010 - 2013
Orion International August 2008 - December 2009
Northwestern Mutual Financial Network April 2007 - August 2008
Skills
Leadership, Management, Organizational..., Leadership Development, Recruiting, Talent Management, Training, Change Management, Team Leadership, Career Counseling, Screening Resumes, Training Management, Talent Acquisition, Technical Recruiting, Marketing, Executive Search, Sourcing, Human Resources, Public Relations, Benefits Negotiation, Business Development, Interviews, Applicant Tracking..., Onboarding, Project Planning, Strategic Planning, Temporary Placement, Consulting, Contract Negotiation, Account Management, CRM, Strategy, Team Building, Integration, Community Outreach, Training Programs, Employee Training, Hiring, Resume Writing, Employee Relations, College Recruiting, Temporary Staffing, Building Relationships, Analysis, Relationship Building
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
MBA, Leadership and Consulting, Graduated Cum Laude
California State University, Sacramento 2005 — 2007
Bachelor of Science in Business Administration, Organizational Behavior and Human Resources, Graduated Cum Laude
Change Leadership Roadmap
Change Leader's Roadmap: Navigator School
Senior Professional in Human Resources
TradeMoves LLC May 2015 - Present
George Washington University December 2014 - May 2015
Sandler & Travis Trade Advisory Services, Inc. October 2013 - October 2014
PCC Chemax August 2011 - October 2013
Academic Success Center-Clemson University August 2007 - May 2011
Northwestern Mutual Financial Network May 2010 - July 2010
Skills
PowerPoint, Microsoft Excel, Public Speaking, Research, Microsoft Word, Microsoft Office, Market Research, Investments, Outlook, Customer Service, Public Relations, Strategic Planning, Stata, Coaching, Business Development, Macroeconomics, Minitab, Purchasing, Program Evaluation, Data Analysis, International Business, International Trade, English, Leadership
Education
Clemson University - College of Business and Behavioral Science 2007 — 2011
Bachelor of Science (B.S.), Management/International Business
Wade Hampton 2007 — 2011
High School Diploma
MediQuest Staffing June 2015 - Present
Kimco Staffing Services, Inc. January 2015 - Present
MediQuest Staffing January 2015 - June 2015
Advantex Professional Services November 2013 - January 2015
Kimco Staffing November 2011 - November 2013
Northwestern Mutual Financial Network October 2008 - November 2011
Kimco Staffing June 2005 - March 2006
Voit Real Estate Services 2006 - 2006
Skills
Finance, Cold Calling, Financial Analysis, Financial Modeling, Customer Service, Training, Business Development, Recruiting, Analysis, Human Resources, Temporary Staffing, Temporary Placement, Payroll, Marketing, New Business Development, Leadership, Sales, Sales Operations, Account Management
Education
Chapman University 2005 — 2008
Bachelor of Arts, Leadership and Organizational Studies
REnuCELL Group, LLC January 2012 - Present
Jay Greer & Co., LLC April 2003 - Present
Q2 Investment Consultants August 2001 - March 2003
Northwestern Mutual Financial Network August 1997 - March 2003
Skills
Wealth, 401k Rollovers, Investment Advisory, Investments, Small Business, Financial Analysis, Strategic Financial..., Estate Planning, Financial Advisory, New Business Development, Retirement Planning, IRAs, Fundraising, Team Building, Sales Management, Finance, Financial Planning
Education
Central Michigan University 1982 — 1986
B.S. of B.A, Finance/Economics
Northwestern Mutual Financial Network February 2006 - Present
Tricia Dahlgren Wedding Consulting & Event Coordination 2012 - Present
Freelance November 2010 - January 2012
Education
California State University-Northridge 2008 — 2011
Bachelor of Arts (BA), Communications & Public Relations
Los Angeles Pierce College 2005 — 2008
Associate of Arts, Journalism, Public Relations
Laird Norton Wealth Management May 2013 - Present
D.B. Fitzpatrick & Co. June 2012 - December 2012
Northwestern Mutual Financial Network August 2010 - December 2010
QFC August 2005 - June 2010
Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg Terminal, Derivatives, Microsoft Excel, MBS, Investment Management, Finance, Securities, Wealth Management, Investments, US Treasuries, Financial Markets, Microsoft Dynamics, Morningstar Direct, Manager Research, Performance Measurement, Mutual Funds, CFA Candidate, Time Management, Financial Services, Trading, Asset Management, Alternative Investments, Valuation, Capital Markets, Financial Analysis, Risk Management
Education
University of Washington 2008 — 2012
Business Administration, Finance, 3.7
Cascadia Community College 2006 — 2009
Associate in Integrated Studies
Francis Ford Coppola Winery September 2013 - Present
Stella & Dot April 2011 - Present
The Johnson Group Inc. March 2012 - September 2013
Northwestern Mutual Financial Network June 2006 - March 2012
Union Graphics 2004 - 2006
Geyser Peak Winery May 2005 - September 2005
Skills
Talent Acquisition, Interviewing, Building Relationships, Problem Solving, Self Starter, Microsoft Office, Social Media, Fundraising, Full-cycle Recruiting, Budgeting, Employee Recognition, Strategic Planning, Organizational..., Wine Knowledge, Agribusiness, Interviews, Budgets, Sales, Staffing Services, Organizational..., Time Management, SDLC, Team Leadership, Project Planning, Career Development, Temporary Placement, Executive Search, Coaching, Marketing, Team Building, Public Speaking, Account Management, Management, Training, Employee Benefits, College Recruiting, Talent Management, Applicant Tracking..., Leadership, Event Planning, Resume Writing, Temporary Staffing, Onboarding, Recruiting, Leadership Development, Hiring, Human Resources, Cold Calling, Social Networking, Performance Management
Education
California State University-Chico 2001 — 2006
Bachelor of Science, Agricultural Business
Bimbo Bakeries USA April 2014 - Present
Bimbo Bakeries USA July 2012 - March 2014
Bimbo Bakeries USA July 2011 - July 2012
Northwestern Mutual Financial Network May 2010 - August 2010
Coastal Carolina University January 2010 - May 2010
Skills
Event Planning, Sales, Finance, Networking, Marketing, Social Media, Event Management, Fundraising
Education
Coastal Carolina University 2006 — 2010
Business, Marketing and Management
Arbitech, LLC June 2014 - Present
Yang's Chinese Restaurant June 2010 - July 2015
OC iRepair & Unlocks September 2012 - December 2014
Arbitech, LLC March 2014 - June 2014
2 Date 4 Love October 2013 - January 2014
Aoi KYOTO STAY May 2013 - September 2013
Northwestern Mutual Financial Network May 2012 - August 2012
University of St. Thomas Paintball Club January 2011 - August 2012
Keefer Court Foods May 2007 - August 2012
The Grand Hotel Minneapolis July 2011 - April 2012
Skills
Network Technology, System Administration, Social Networking, Facebook, Cisco Technologies, Customer Service, Leadership, Customer Satisfaction, Windows, Networking, Strategy, Public Relations, Photography, Technology, Time Management, Marketing, iPhone Support, Social Media Marketing, Mac OS X, OS X, Information Technology, Strategic Communications, Intuitiveness, Organization, Teamwork, Team Leadership, Photoshop, Communication, HTML + CSS, Windows 7, Food Service, POS, Strategic Planning
Education
Chapman University 2012 — 2014
Bachelor of Arts (BA), Strategic Marketing and Corporate Communications, GPA: 3.49
University of St. Thomas 2010 — 2012
Business, Finance - Entrepreneurship
Minnehaha Academy 2006 — 2010
High school Diploma
Irvine Valley College 2015 — 2016
Computer/Information Technology Administration and Management, GPA: 3.49
ExamOne, a Quest Diagnostics Company April 2015 - Present
ExamOne, a Quest Diagnostics Company April 2014 - April 2015
ExamOne, a Quest Diagnostics Company April 2013 - April 2014
ExamOne, a Quest Diagnostics Company January 2013 - April 2013
Bedrosians Tile & Marble 2011 - 2012
New York Life Insurance Company 2010 - 2011
Northwestern Mutual Financial Network August 2009 - February 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Sales, Insurance, Financial Analysis, Salesforce.com, Finance, Outlook, Time Management, Strategic Planning, Customer Satisfaction, Marketing, Accounting, CRM, Data Entry, Accounts Receivable, Credit, Budgets, Analysis, Team Building, Access, Training
Education
California State University-Fresno 2007 — 2011
Bachelor of Science (B.S.), Finance
Prentice Wealth Mangement, LLC 2001 - Present
Northwestern Mutual Financial Network 1997 - 2001
Skills
Customer Service, New Business Development, Sales, Leadership, Marketing, Team Building, Outlook, Coaching, Account Management, Sales Process, Social Media Marketing, Sales Management, Leadership Development, Selling, Contract Negotiation
Education
Canisius College 1988 — 1992
BS, Business Management
Pearlman Borska & Wax February 2015 - Present
Lewis Brisbois Bisgaard & Smith LLP June 2012 - February 2015
Pachulski, Stang, Ziehl & Jones LLP August 2011 - June 2012
US Bankruptcy Court March 2011 - May 2011
Law Offices of Steven E. Brown July 2010 - August 2010
Telesis Community Credit Union September 2006 - February 2009
Bank of America September 2005 - September 2006
Northwestern Mutual Financial Network January 2005 - September 2005
Skills
Employment Law, Bankruptcy, Litigation, Courts, Civil Litigation, Contract Negotiation, Trials, Workers Compensation, Organizational..., Human Resources, Workers' Compensation...
Education
Southwestern University School of Law 2009 — 2011
Juris Doctor, Law
University of Phoenix 2004 — 2006
BS, Business- HR Management
Citrus College 1996 — 2000
AA, Vocal Pedagogy/ Music History
The Training Associates April 2012 - Present
MassMutual Financial Group April 2009 - April 2012
Northwestern Mutual January 2002 - April 2009
Northwestern Mutual Financial Network February 2006 - December 2007
Northwestern Mutual Financial Network January 2002 - February 2006
Devereux Foundation July 2000 - January 2002
Devereux Foundation August 1999 - July 2000
Skills
Leadership, Training, Employee Benefits, Recruiting
Education
City University of New York
Business
Airwash Technologies (Rexair-Rainbow Cleaning System) November 2011 - Present
Highway Legends Car, Truck and Bike Club January 2009 - Present
Northwestern Mutual Financial Network November 2008 - January 2012
State Farm Insurance April 2002 - July 2008
Auto Grenzow August 2000 - February 2002
Skills
Microsoft Excel, Insurance, Microsoft Office, Marketing, Social Networking, Administrative..., Bookkeeping, Customer Service, Internet, Microsoft Word, Marketing Research, QuickBooks, Windows, Training, Office Management, Leadership, Time Management, Retail, Event Planning, Customer Satisfaction, Sales, PowerPoint, Administrative..., Team Building
Education
Cazenovia College 1989 — 1991
AS, Human Services
Fayetteville Manlius High School 1984 — 1989
General Studies, General Studies
J. Anthony's Travel & Tours May 2015 - Present
Coldwell Banker Residential Brokerage April 2012 - Present
Imperfect Entertainment Group January 2012 - December 2014
Pibly Residential Programs, Inc. July 2007 - 2013
Men's World Magazine July 2008 - December 2011
Uptown Grand April 2010 - August 2010
Fashion Show Club. Com July 2007 - May 2008
Westchester County Department of Health 2003 - 2005
Katharine Gibbs School 2001 - 2002
Northwestern Mutual Financial Network January 2000 - January 2001
Skills
Internet Media, Social Media Marketing, Creative Writing, Editing, Photoshop, Small Business, Marketing Strategy, Public Relations, Social Media, Writing, Online Marketing, Social Networking, Brand Development, Online Advertising, Blogging, Marketing, Event Planning, Strategic Planning, Entrepreneurship, Network Marketing, Business Networking, Personal Development, Personal Branding, Corporate Branding, Direct Marketing, Public Speaking, Leadership, Entertainment, Time Management, Sales, Publishing, Facebook, Management, Advertising, Email Marketing, Contract Negotiation, Event Management, Selling, Start-ups, Lead Generation, Real Estate, Web Marketing, Marketing Communications, Property Flipping
Education
Monroe College 2002 — 2004
BBA, Accounting
City University of New York-Herbert H. Lehman College 1985 — 1991
BA, Business Management/Economics
Cardinal Hayes High School 1981 — 1985
Academic Diploma
Blue Cross Blue Shield of NM March 2012 - Present
CliftonLarsenAllen (formerly Clifton Gunderson LLP) January 2008 - November 2011
Northwestern Mutual Financial Network January 2007 - February 2008
Heritage Home Healthcare June 2004 - January 2007
Skills
Account Reconciliation, Accounting, Analysis, Data Analysis, Finance
Education
The University of New Mexico 2004 — 2006
BBA, Finance
Central New Mexico Community College 2002 — 2004
AA, Pre-Management
PDS Planning, Inc. February 2015 - Present
MassMutual - Ohio January 2014 - February 2015
Northwestern Mutual Financial Network January 2008 - January 2014
Sherwin-Williams May 2002 - January 2008
Education
Central Michigan University 1999 — 2003
B.A.A., Entrepreneurship
U.S. Bank July 2013 - Present
US Bank September 2011 - June 2013
Northwestern Mutual Financial Network June 2011 - August 2011
Bank of America August 2009 - May 2011
Jamba Juice June 2007 - September 2010
Stanwood Foursquare Church September 2009 - June 2010
Skills
Leadership, Customer Service, Finance, Time Management, Management, Training, Leadership Development, Volunteer Recruiting, Teaching, Fundraising
Education
California Lutheran University 2013 — 2015
Master of Business Administration (MBA), Financial Planning
Washington State University 2011 — 2013
Bachelor of Business Administration- Finance, Finance, B
Portland State University 2012 — 2013
Non-Degree, Finance, General, A
Everett Community College 2007 — 2009
Associates of Arts and Science, Running Start, Psychology Prerequisites
ATS Project Success July 2010 - April 2011
ATS Project Success September 2009 - June 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Education
Central Michigan University 2004 — 2009
Bachelor of Science, Business Administration; Finance
Eastdil Secured September 2014 - April 2015
Meridian Capital Group April 2013 - December 2013
Gerson Lehrman Group May 2012 - January 2013
Thor High Street Advisors, LLC October 2011 - May 2012
Northwestern Mutual Financial Network September 2009 - May 2011
Skills
Marketing, Event Planning, Salesforce.com, Digital Marketing, Project Management, Google Analytics, Social Networking, Microsoft Office, Research, Strategic Planning, Photoshop, InDesign, Social Media Marketing
Education
New York University 2015 — 2015
Digital Marketing Certificate, Digital Communication and Media/Multimedia
Hunter College 2007 — 2011
Bachelor of Arts (B.A.), Psychology
GEICO April 2013 - Present
Mary Kay Inc. March 2012 - April 2013
The Virginia Gentlemen Foundation July 2012 - October 2012
Northwestern Mutual Financial Network December 2011 - May 2012
Northwestern Mutual November 2011 - May 2012
The Melting Pot April 2007 - January 2009
The Melting Pot Restaurants 2007 - 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking, Event Planning, Public Speaking, Facebook, Social Media, PowerPoint, Outlook, Sales, Access, Customer Satisfaction, Fundraising, Accounting, Advertising, Analysis, Blogging, Budgets, Community Outreach, Data Analysis, Data Entry, Event Management, Finance, Hospitality, Insurance, Leadership, Management, Marketing, Nonprofits, Public Relations, Research, Retail
Education
Christopher Newport University 2005 — 2011
BA, English, The Philosophy of Law
Christopher Newport University 2005 — 2011
Bachelor of Arts, English; technical writing
Bishop Ireton 2001 — 2005
Allstate January 2015 - Present
CPS Independent Insurance June 2012 - December 2014
LegalShield, Independent Associate April 2013 - October 2014
Northwestern Mutual Financial Network February 2012 - June 2012
Primerica July 2011 - January 2012
J.F. Ahern Co. March 2011 - May 2011
Skyline Steel, Inc. May 2003 - October 2010
Skills
Retirement, Fixed Annuities, Term Life Insurance, Sales, Insurance, Long-term Care, Permanent Life Insurance, Microsoft Word, Medicare, Expenses, Outlook, Mortgage Marketing, AutoCAD, Project Management, Identity Theft, Legal Insurance, Identity Protection, Medicare Supplements, Public Seminars, Major Medical, Short Term Medical, Dental/Vision/Hearing..., Long Term Care, Recovery Care (Short..., Cancer/Specific Disease..., Mortgage Protection, Final Expense, Retirement Protection, Disabilty Insurance, Drafting, Microsoft Excel, Microsoft Outlook, Customer Service, Health Insurance, Marketing, Disability Insurance, Life Insurance, Leadership, Public Speaking, Employee Benefits
Education
Chippewa Valley Technical College 2000 — 2003
Civil/Structural Engineering Technician, Engineering
Moraine Park Technical College 1999 — 2000
Civil/Structural Engineering Technician
Beaver Dam High School 1993 — 1997
Cape Fear Community College August 2012 - Present
Northwestern Mutual Financial Network October 2004 - January 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Research, Data Analysis, Observational Astronomy, Earth Science, Geology, Geological Mapping, Predictive Analytics, Social Networking
Education
Cape Fear Community College 2012 — 2015
Associate in Science, Science
Cape Fear Community College 2012 — 2015
Associate of Science (A.S.), Geology/Earth Science, General, 3.7
Ascentium Capital June 2013 - Present
Balboa Capital December 2009 - June 2013
CalFirst 2010 - 2011
Northwestern Mutual Financial Network January 2009 - May 2010
Skills
Recruiting, Sales, Selling, Finance, Cold Calling, Networking, Interviewing Skills, Talent Acquisition, Onboarding, Entrepreneurship, Account Management, Salesforce.com, Business Development, CRM, Management, Leadership, Direct Sales, Sales Process, New Business Development, Negotiation, Start-ups, Team Building, Lead Generation, Relationship Management, Executive Management, Financial Services, Sales Presentations, Building Relationships, Credit, Training, Sales Management, Banking, Customer Retention, Strategy, Sales Operations, Solution Selling, Strategic Planning, Marketing, Strategic Partnerships, Human Resources, Applicant Tracking..., Contract Negotiation, Technical Recruiting, Sourcing, Social Media Marketing, Social Media, Talent Pipelining, SEO, Talent Mining, Internet Recruiting
Education
California State University-Long Beach - College of Business Administration 2005 — 2010
business management, business
Northwestern Mutual Financial Network June 2002 - Present
Wolohan Lumber June 1997 - October 2001
Education
Central Michigan University 2000 — 2004
Bachelor of Science in Business Administration, Accounting and Finance
Carmichael Chamber of Commerce June 2015 - Present
Lyon Real Estate November 2014 - Present
Newton Household, Inc January 2012 - May 2014
Tahoe Wheaton, Inc. April 2011 - December 2011
House Matters October 2004 - March 2011
Northwestern Mutual Financial Network January 2002 - May 2004
Skills
Customer Service, Sales, Management, Strategic Planning, Project Management, Volunteer Management, Leadership, Human Resources, Contract Negotiation, Coaching, Training, Negotiation, Marketing, New Business Development, Business Development, Microsoft Office, Account Management, Process Improvement
Education
University of California, Santa Barbara 1983 — 1985
California State University-Sacramento 1985 — 1989
BSW and MPPA
Rio Americano High School 1979 — 1983
Allstate September 2015 - Present
Northwestern Mutual Financial Network January 2012 - September 2015
Grandfather Golf and Country Club April 2011 - January 2012
Cross Creek Plantation January 2008 - January 2011
Grandfather Golf and Country Club May 2009 - October 2009
Green Valley Country Club May 2008 - August 2008
River Falls Plantation 2006 - 2007
Education
Clemson University 2007 — 2011
Bachelor of Science; 2011, Parks, Recreation, and Tourism Management Professional Golf Management
Byrnes High School
Robinson Capital Management, LLC July 2014 - Present
Federated Investors June 2010 - June 2014
FactSet Research Systems July 2007 - June 2010
Northwestern Mutual Financial Network May 2006 - January 2007
Skills
Portfolio Management, Finance, Equities, Financial Services, Analysis, Financial Analysis, Bloomberg, Asset Allocation, Fixed Income, Equity Research, Investment Management, Alternative Investments, Hedge Funds, Financial Modeling, Asset Management, Mutual Funds, Investments, Valuation, Investment Strategies, Risk Management, Business Analysis, Capital Markets, Equity Valuation, Securities, Hedging, Fundamental Analysis, Charles River IMS, ETFs, Separately Managed..., Structured Products, Bonds, Bloomberg Terminal, Derivatives, Trading, Equity Trading, Portfolio Optimization, Value Investing
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2014
MBA, Finance
Carnegie Mellon University 2003 — 2007
Bachelors Degree, Business and Economics
Northwestern Mutual Financial Network August 2001 - Present
Skills
Event Planning, Customer Service, Microsoft Excel, Public Speaking, Social Media, Leadership, Budget, Command skills, Composure, Managerial Courage, Negotiating, Peer Relationships, Personal developement, Personal Development, Training, Budgets, Event Management, Management, Access, Contract Negotiation, Negotiation, Marketing, Project Management
Education
University of Wisconsin-Milwaukee 1996 — 1998
International Business
Vici Beauty School 1995 — 1996
Cosmetology License, Cosmetology/Beauty
Cardinal Stritch University
International Business/Communications, International Business
Riverside University High School
Synchronoss Technologies May 2014 - Present
Asurion October 2010 - May 2014
Sprint January 2010 - October 2010
Virgin Mobile USA March 2008 - January 2010
iBasis September 2004 - December 2007
Orion Telecommunications February 2002 - February 2004
Northwestern Mutual Financial Network 2000 - 2001
Skills
Forecasting, Product Development, Product Life Cycle..., Pricing, Marketing Strategy, Market Development, Cross-functional Team..., Fluent in Russian, Product Lifecycle..., Product Management, Competitive Analysis, Product Marketing, Strategy, Analytics, Management, Business Development, Product Launch, Market Analysis, Account Management, Brand Management, Leadership
Education
City University of New York-College of Staten Island 1997 — 2001
B.S. Business, Finance, Marketing
WsRADIO Inc May 2010 - Present
"All Things Green" Internet Talk Radio April 2010 - Present
Dir. Business Developmet FRS January 2009 - Present
Northwestern Mutual Financial Network December 2008 - Present
Mortgage Loan Specialists 1999 - 2006
Education
California State University San Marcos 1997 — 2000
B.S., Communications
MiraCosta College 1995 — 1997
Associates, Liberal Studies
Northwestern Mutual Financial Network December 1990 - Present
Warner Center Club January 1980 - July 1990
Education
California State University-Northridge 1986 — 1990
MBA, Marketing & Finance
California State University-Northridge 1977 — 1982
BS, Commercial Recreation
Pentaho April 2015 - Present
Pentaho January 2012 - Present
Protiviti July 2003 - January 2012
Marcus Evans - Prague, Czech Republic August 2002 - June 2003
Butte Creek Country Club September 2000 - July 2002
Northwestern Mutual Financial Network December 2000 - August 2001
Community Legal Information Center (CLIC) August 1999 - September 1999
Butte Creek Brewing Company March 1999 - May 1999
Lou Blanas For Sheriff Campaign July 1997 - December 1997
Skills
Salesforce.com, MS Office Suite, Adobe Acrobat, InDesign, Photoshop, Hoovers, Eloqua, Marketo, BrightTALK, WebEx, Live Meeting, SharePoint, PeopleSoft, Marketing, Microsoft Office, CRM, Integrated Marketing, Strategy, Google Analytics, Google Adwords, Drupal, Brightcove, Event Planning, Event Management, Online Marketing, Marketing Automation, Search Advertising, Online Advertising, Analytics, Budget Forecasts, Campaign Strategies, Online Lead Generation, Lead Generation
Education
California State University-Chico 1997 — 2002
Marketing, Major: Marketing
California State University-Chico 1997 — 2002
Philosophy, Minor: Philosophy
Pepco Holdings, Inc. February 2015 - Present
Holman Automotive Group, Inc February 2012 - February 2015
Northwestern Mutual Financial Network February 2011 - February 2012
Education
Capella University 2015 — 2016
Master of Business Administration (M.B.A.), Human Resource Management
Rowan University 2006 — 2010
Bachelor of Science (B.S.), Human Resource Management
Clarabridge January 2015 - Present
Market Metrix August 2014 - January 2015
JTB USA, Inc. February 2013 - July 2014
Northwestern Mutual Financial Network October 2010 - December 2010
Shoko Kiko Co., LTD May 2009 - August 2009
Skills
Event Management, Sales, Marketing Strategy, Event Planning, Customer Service, Leadership, Public Speaking, Microsoft Word, Social Media, Facebook, Strategic Planning, Budgets, Salesforce.com, Travel Management, HTML, CSS, MySQL, WordPress
Education
California State University-Chico 2008 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Osaka International School 2005 — 2008
Northrop Grumman Corporation March 2013 - Present
PSAV Presentation Services September 2010 - March 2013
PSAV Presentation Services April 2007 - September 2010
Northwestern Mutual Financial Network January 2007 - April 2007
MTV Networks, A Viacom Company January 2006 - May 2006
FedEx Kinko’s February 2003 - October 2005
Skills
Competency Based..., Technical Recruiting, College Recruiting, Interview Skills..., Job Search Strategies, Job Fairs, Job Descriptions, Career Opportunities, Career Skills, Audio Visual, Event Technology, Coaching, Mobile Devices, Stage Rigging, Applicant Tracking..., Onboarding, Screening Resumes, Resume Writing, New Hire Orientations, New Hire Training, Hiring Trends, Team Building, Team Leadership, Teamwork, Team Management, Virtual Teams, Passion for Quality, Personal Development, Hospitality, Customer Service, Customer Satisfaction, Customer Insight, Customer Experience, Customer Support, Internet Strategy, AIRS CIR, Talent Management, Talent Acquisition, AV, Building Relationships, Advertising, Facebook, Event Management, Live Events, Recruiting, Telephone Interviewing, Aerospace, Corporate Events, Leadership, Social Recruiting
Education
California State University-Long Beach - College of Business Administration
BA, Business Administration
Unilever April 2015 - Present
SC Johnson January 2012 - April 2015
Procter & Gamble November 2010 - January 2012
The Benon Group December 2009 - September 2010
Northwestern Mutual Financial Network May 2009 - August 2009
FedEx Ground July 2006 - July 2008
Skills
Supply Chain Management, SAP, Process Improvement, Business Development, Logistics, Data Analysis, Management, Analytical Skills, Supply Chain, Strategic Sourcing, Cross-functional Team..., Supply Chain..., Business Process..., Operations Management, Logistics Management, Inventory Management, Sourcing, Strategic Thinking, Materials Management, Strategy, Consumer Products, Vendor Management, Business Strategy, Supply Management, Strategic Planning, Process Engineering, Continuous Improvement, Analysis, Pricing, Leadership, Demand Planning, Market Research, Project Planning
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Management
University of the Witwatersrand 2010 — 2010
MBA Exchange Program, General Management
Claflin University 2002 — 2006
Bachelors, Mathematics and Finance
Dority International Secondary School
General Biodiesel Seattle, LLC 2010 - Present
SC Fuels 2006 - 2010
New Age Electronics 2002 - 2006
Princeton Graphics 1999 - 2002
Ingram Micro 1997 - 1999
Northwestern Mutual Financial Network 1991 - 1996
UPS January 1987 - June 1991
Skills
Contract Negotiation, Business Strategy, New Business Development, Strategic Planning, Energy, Strategy, Team Building, Renewable Energy, Mergers & Acquisitions, Leadership, B2B, Sales, Program Management, Biofuels, Executive Management, Start-ups, Procurement, Business Development, Supply Chain, Cleantech, Strategic Partnerships, Business Planning, E-commerce, Sustainability, Biomass, Competitive Analysis, Alternative Energy, Finance, Green Technology, Negotiation, Sustainable Energy, Clean Technology, Fuel, Sustainable Business, Waste to Energy, Cross-functional Team...
Education
California State University-Fullerton 1987 — 1991
Northwestern Mutual Financial Network April 2013 - January 2014
Oregon State University Recreational Sports September 2011 - June 2013
SK Watercrafts June 2010 - September 2010
West Hills Umpire Association 2005 - 2010
City Center Parking June 2009 - September 2009
CYO 2007 - 2009
Rose City Moving and Storage June 2008 - September 2008
Sunset Kid's Klubhouse September 2007 - February 2008
Skills
Outgoing, Professional, Hard Worker, Team Motivator, Humbled, Creative, Teamwork, Customer Service, Public Speaking, Time Management, Facebook, PowerPoint, Social Media
Education
Oregon State University 2009 — 2013
Oregon State University 2009 — 2013
Double Degree: Business Marketing and Business Administration, International Business Option
Chulalongkorn Mahawitthayalai 2012 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Dongbei University of Finance and Economics 2012 — 2012
Mandarin
Jesuit High School, Class of 2009 2005 — 2009
Rockford Restoration Services August 2013 - Present
Grand Rapids Christian 2011 - Present
Northwestern Mutual Financial Network April 2011 - 2013
Stonehill College 2009 - 2011
College Footabll Coach 2008 - 2009
Skills
Public Speaking, Fundraising, Coaching, Sports, Higher Education, Public Relations, Research
Education
University of Phoenix 2008 — 2011
Master of Arts in Education, Educational Leadership and Administration, General
California State University-Fresno 2005 — 2008
Bachelor's degree, American History (United States)
College of the Canyons 2003 — 2005
Associate's degree, Communications
Orange County District Attorney's Office August 2014 - November 2014
First American Title National Commercial Services May 2014 - August 2014
Northwestern Mutual Financial Network June 2011 - August 2012
Skills
Life Insurance, Disability Insurance, Strategic Financial..., Retirement Planning, Finance, Time Management, Financial Analysis, Estate Planning, Securities, Financial Advisory, Investments, Legal Research, Microsoft Word, Public Speaking, Microsoft Office, Research, Customer Service, PowerPoint, Legal Writing, Social Media, Microsoft Excel, Leadership, Event Planning, Marketing
Education
Chapman University, School of Law 2012 — 2015
Doctor of Law (J.D.), Tax Law/Taxation
UC Riverside 2010 — 2012
Bachelor's degree, Major: Political Science/ Law & Society. Minor: Sociology, GPA: 3.55
Indiana University Bloomington 2008 — 2009
ScanSource August 2013 - Present
Northwestern Mutual Financial Network November 2010 - December 2011
Skills
Retirement Planning, Insurance, Investments, Strategic Financial..., Financial Analysis, Finance, Financial Modeling
Education
Clemson University 2008 — 2012
Bachelor's of Science, Financial Management; Financial Services
Northwestern Mutual July 2014 - Present
Northwestern Mutual Financial Network February 2011 - Present
MOUNTAIN CAPITAL MANAGEMENT January 2007 - February 2011
JER-AD INDUSTRIES INC February 2004 - April 2007
J & J ASSOCIATES January 2000 - December 2003
Skills
Leadership, Strategy, Management, Customer Service, Team Leadership, Training, Coaching, Time Management, Strategic Planning
Education
The American College
Charter Life Underwriter®
Capella University
Bachelor of Science in Business, Finance
Thomas Clifford's Martial Arts 2009 — 2013
TE Connectivity October 2014 - Present
Rite Aid August 2011 - September 2014
Wachovia, A Wells Fargo Company June 2010 - August 2011
Cedarville University 2006 - 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Microsoft Excel, Cognos, Financial Analysis, Financial Modeling, VBA, Customer Service, Forecasting, Finance, Analysis
Education
Liberty University 2011 — 2012
Master of Business Administration (MBA)
Cedarville University 2006 — 2010
Bachelor of Arts (B.A.), Finance
Cedarville University 2006 — 2010
2010Bachelor of Arts, Finance
General Services Administration June 2009 - Present
Carnegie Mellon University May 2008 - May 2009
Penn State University July 2008 - February 2009
John F. Donahue Graduate School of Business January 2008 - April 2008
Peace Corps Costa Rica July 2005 - October 2007
Northwestern Mutual Financial Network June 2004 - December 2004
Skills
Management, Public Policy, Start-ups, Strategic Thinking, Research, Community Outreach
Education
Carnegie Mellon University 2008 — 2009
MSPPM, Public Policy and Management
Hope College 2001 — 2005
BA, Management
MRI Software LLC January 2014 - Present
City of Lyndhurst, Ohio January 2012 - June 2014
Northwestern Mutual - Northern Ohio Group June 2011 - September 2012
Northwestern Mutual Financial Network October 2005 - June 2011
Packard Enterprises 2003 - 2011
Penske Logistics January 2000 - February 2005
Penske Logistics November 1995 - January 2000
Santco Inc - Intermed of West Virginia November 1994 - October 1995
Skills
Software Project..., Coaching, Teaching, Supply Chain Management, Inventory Management, Software Implementation, Financial Analysis, Quick Study, Fast Learner, Windows 7, Project Management, Microsoft Office, Management, Strategic Planning, Public Speaking, Team Building, Strategy, CRM, Event Planning, Telephony, Networking, Project Planning, Integration
Education
Cleveland State University 1996 — 1999
MBA
Mount Union College 1990 — 1994
BA
LaBrae High School 1986 — 1990
High School
n/a January 2014 - Present
Manpower Inc October 2008 - February 2013
ManpowerGroup 2008 - 2013
Manpower Inc. May 2006 - October 2008
Manpower Inc. August 2004 - May 2006
Team Management August 2002 - August 2004
Northwestern Mutual Financial Network May 1997 - December 2002
Northwestern Mutual Financial Network May 1997 - December 2002
Skills
Mentoring, Mental Health, Counseling, Sales, Selling, Team Building, Internet Recruiting, Performance Management, Account Management, Temporary Placement, Resume Writing, Editing, Screening Resumes, Psychology, Troubleshooting, Employee Engagement, Office Management, Sourcing, Conflict Resolution, Cold Calling, Temporary Staffing, Process Scheduler, account retention, Service Promotion, Professional..., Staff Training, Plan Development, Revenue Growth..., Manage Client..., Key Account Management
Education
Upper Iowa University 2003 — 2006
BS, Psychology
Milwaukee Area Technical College 1993 — 1996
AA Business Mid, Management
Carthage College 1988 — 1990
N/A, Education
Keystone Associates 2008 - Present
Bonnie Petrovich Consulting 2008 - Present
Northwestern Mutual Financial Network 2001 - 2008
INCommunication 2000 - 2001
Bonnie Petrovich, Consulting 1995 - 2000
Personal Performance Consultants, Inc. 1993 - 1995
ODI 1986 - 1993
Skills
Executive Coaching, Career Development, Career Counseling, Coaching, Leadership Development, Career Management, Workshop Facilitation, Training, Resume Writing, Personal Development, Job Coaching, Job Search, Outplacement, MBTI, Consulting, Interview Preparation, Performance Improvement, 360 Feedback, Personal Branding, Strategy, Negotiation, Business Networking, Leadership, Emotional Intelligence, Human Resources, Executive Development, Career Assessment, Organizational..., Group Facilitation, Values, Adult Learning Theory, Development & delivery..., Conflict Resolution, Organizational..., Facilitators, Entrepreneurship, Management Skills..., E-Learning, Job Search Strategies, Employee Relations, Career Development..., Life Coaching, Learning Technologies, Skills Assessment, Professional Networking, Career Transitions, Values Identification, Interview Coaching, Negotiation Coaching, Inspired...
Education
Institute for Professional Excellence in Coaching 2008 — 2009
CPC, Certified Professional Coach
Cambridge College
M.Ed., Counseling Psychology
EnergyRich Business Coaching Program
Ohio University
Psychology
University of Wisconsin-Green Bay
Psychology & Ecology
Securities America, Inc. Member FINRA/SIPC 2014 - Present
Home of the $80 Tax Return January 2015 - Present
Principal Financial Group 2013 - June 2014
Northwestern Mutual Financial Network August 2012 - July 2013
Veterans Services Office January 2012 - June 2012
United States Air Force October 2003 - October 2007
Skills
Financial Needs Analysis, Mutual Funds, Asset Allocation, College Funding..., 401k, 403 b, Traditional IRA, Roth IRA, Simple IRA, Income Protection, Universal Life, Whole Life, Term Life Insurance
Education
CSU Sacramento 2010 — 2012
Bachelor of Science (B.S.), Finance
Sierra College 2008 — 2010
Associate of Science (A.S.); Associate of Arts (A.A.), Business Administration and Management, General; Liberal Arts
U.S. Xpress Enterprises June 2010 - Present
Unum May 2014 - July 2014
Kelley Services, Inc. (Staffing) April 2010 - June 2010
Kelley Services, Inc. (Staffing) October 2009 - December 2009
Donut Connection September 2008 - October 2009
Northwestern Mutual Financial Network January 2008 - September 2008
BB&T (Branch Banking & Trust)/First Citizens Bank May 2006 - January 2008
Skills
ETL, Replication, Informatica, SQL, Microsoft Sql Server..., Microsoft Office, Customer Service, Administrative Office..., Managerial Skills, Budget, Sales, Organization &..., Databases, SDLC, Microsoft SQL Server, Visio, Data Integration, Training
Education
The University of Tennessee at Chattanooga 2005 — 2007
Bachelor of Science in Business Administration, Finance
Cleveland State Community College 2001 — 2003
Associate of Science (A.S.), General Transfer
BrightEdge January 2015 - July 2015
Piqora - Marketing Suite for the Visual Web June 2014 - January 2015
Salesforce.com March 2013 - April 2014
Demandforce July 2012 - September 2012
SpotOn, Inc February 2012 - June 2012
Lomax Landscaping, Inc June 2011 - January 2012
Northwestern Mutual Financial Network December 2007 - June 2008
Skills
SaaS, Enterprise Social..., Cloud Computing, Social Media, Social Enterprise, Sales Process, Cloud Applications, Website Development, Salesforce.com, Online Marketing, Insurance, Scheduling, Cold Calling, Lead Generation, Market Research, Account Management, Social Media Marketing, Advertising Sales, Market Planning, Social Networking, Competitive Analysis, Small Business, Marketing Strategy, New Business Development, Sales Support, Advertising, Telephone Skills, Customer Service, Team Leadership, Digital Marketing, SEO, Teamwork, Direct Sales, Traffic Generation, Off Page Optimization, Keyword Research, Organic Search, Keyword Analysis, Landing Page..., Online Content Creation, New Media Strategy, Online Lead Generation, Identifying New..., New Business Generation, Entrepreneurship, Advertising Campaign..., Blogging, Force.com, Sales Operations, Radian6
Education
University of California, Hastings College of the Law 2015 — 2018
Doctor of Law (J.D.)
University of California, Santa Barbara 2009 — 2011
B.A., Business Economics, 3.45
Cañada College 2007 — 2009
A.A., General Education
Measured Results, A Professional Accounting Corporation October 2014 - Present
Carothers & Associates February 2013 - September 2014
Hudson Management Company March 2012 - May 2013
Northwestern Mutual November 2011 - April 2012
Capita Technologies February 2011 - October 2011
Northwestern Mutual Financial Network June 2010 - May 2011
Measured Results September 2008 - August 2009
Sunset Parking Service, LLC 2005 - 2008
Modesto Stanislaus Water Polo 2004 - 2006
Walt Disney World College Program January 2005 - May 2005
Skills
Social Media Marketing, Social Media, Financial Analysis, Customer Service, Accounting, Facebook, Marketing, Management, Microsoft Excel, PowerPoint, QuickBooks, Blogging, Customer Relations, Microsoft Word, Digital Marketing, Budgets, Lacerte, Word, Small Business, Personal Income Tax..., Corporate Tax, Personal Tax Planning, Leadership, Sales, Finance, Business Development
Education
University of California, Davis 2013 — 2013
Accounting Certificate, Accounting, 3.43 GPA
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2011
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.34 GPA
California State University-Long Beach 2006 — 2008
English, Creative Writing
Pepperdine University 2003 — 2006
Johansen High School 1999 — 2003
High School Diploma, High school
RE/MAX Real Estate Specialists 2005 - Present
Northwestern Mutual Financial Network 1997 - 2004
Skills
Sellers, Foreclosures, Sales, First Time Home Buyers, New Home Sales, Referrals, Single Family Homes, Buyer Representation, Real Estate, Short Sales, REO, Condos, Property, Seniors, Real Property, Buyers, Investment Properties, Investors, Residential Homes, Listings, SFR, 1031 Exchanges, Selling, Relocation, Townhomes, Real Estate Transactions
Education
California State University-Long Beach - College of Business Administration 1991 — 1996
Bachelor of Science (B.S.), Finance and Management
Confidential February 2009 - Present
Melin Luxury Headwear 2009 - Present
Rays Apparel October 2007 - December 2008
AIG SunAmerica March 2007 - May 2007
Northwestern Mutual Financial Network January 2005 - June 2005
California State University, Chico 2004 - 2005
Ventura County Fire Department September 2000 - June 2001
Skills
Financial Planning, Asset Allocation, Insurance, Investments, Customer Relations, Retirement Planning, Series 7, Disability Insurance, Annuities, Term Life Insurance, Fixed Annuities, Strategic Financial..., Mutual Funds, Customer Service, Sales, Financial Advisory, Finance, Risk Management, Portfolio Management, Recruiting, Asset Management, Wealth Management, Relationship Management, Life Insurance, Retirement, Investment Advisory, Securities, Investment Strategies, Wealth, Financial Services, Equities, Bonds, Estate Planning, Business Planning, Strategy, Marketing, Small Business, Mortgage Lending, Alternative Investments, Selling, Loans, Financial Goals, 401k, Wealth Accumulation, Cold Calling, Qualifying Prospects, Personal Financial..., Financial Planners, Sales Presentations, Brand Awareness
Education
CSU Chico 2001 — 2006
Bachelor of Science, Business Administration
California State University-Chico 2001 — 2006
B.S. Business administration, Management, Marketing, Small Business Entrepreneurship
Harmony Private Client Advisers August 2015 - Present
Northwestern Mutual Financial Network June 2001 - August 2015
Nelnet September 1997 - May 2001
Encoda Systems June 1995 - September 1997
Education
Colorado School of Mines 1992 — 1995
Bachelor of Science in Engineering, Electrical Engineering
College for Financial Planning 2007 — 2008
CFP®, Financial Planning
The American College 2011 — 2012
ACCREDITED ESTATE PLANNER®, Financial Planning
The American College 2002 — 2006
CLU® and ChFC®, Chartered Life Underwriter and Chartered Financial Consultant
Casper College 1990 — 1992
Associates of Engineering, Electrical Engineering
Griffin Financial Strategies, Inc. October 2009 - Present
NORTHWESTERN MUTUAL FINANCIAL NETWORK 1989 - October 2009
NORTHWESTERN MUTUAL FINANCIAL NETWORK 1976 - October 2009
Skills
Retirement Planning, Fixed Annuities, Investments, Estate Planning, Retirement, Investment Advisory, Wealth Management, Financial Advisory, Mutual Funds, Securities, Strategic Financial..., Strategic Finance, Financial Goals, Finance, Qualified Retirement..., 401k, Long-term Care, Disability Insurance, Series 7, IRAs, Asset Allocation, Insurance, Series 63, Life Insurance
Education
COE COLLEGE 1965 — 1969
Bachelor of Arts (B.A.)
Northwestern University - Kellogg School of Management
Master of Management
Northwestern Mutual Financial Network January 1983 - Present
Education
Clarkson University 1978 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Mohawk Valley Community College 1977 — 1979
Associate's degree, Accounting and Finance
John Wittwer Lawyers April 2012 - Present
Nelson and Macneil PC January 2011 - April 2011
Marion County Circuit Court May 2010 - August 2010
Northwestern Mutual Financial Network May 2009 - September 2009
Willamette University August 2008 - May 2009
American Property Management May 2007 - July 2008
D&D SATELLITE June 2003 - August 2007
Skills
Customer Service, Negotiation, Research, Fundraising, Public Speaking, Finance, PowerPoint, Statistics, Non-profits, Microsoft Excel, Event Planning, Sales, Teaching
Education
Willamette University 2008 — 2012
JD/MBA
Oregon State University 2004 — 2007
BA, Summa Cum Laude, History
Chemeketa Community College 1998 — 2004
Associate of Arts, Associate of General Studies, General Studies 2003
Edward Jones November 2010 - Present
Northwestern Mutual Financial Network 2010 - 2010
Education
Carson-Newman University 2006 — 2010
BS, Business Administration, Accounting Minor
The Baylor School 2002 — 2006
Northwestern Mutual Financial Network August 1979 - Present
Skills
Disability Insurance, Long Term Care, Insurance, Life Insurance, Long-term Care, Fixed Annuities, Customer Service, Estate Planning, Leadership, Long Term Care Insurance, Marketing, Retirement, Retirement Planning, Sales, Selling, Team Building
Education
Clemson University 1976 — 1979
Clemson University - College of Business and Behavioral Science 1973 — 1977
Thrivent Financial July 2014 - Present
Thrivent Financial for Lutherans June 2010 - July 2014
Thrivent Financial for Lutherans August 2006 - September 2010
Northwestern Mutual Financial Network June 2004 - August 2006
Primerica Financial Services April 2002 - June 2004
Skills
Strategic Financial..., Investments, Retirement, Financial Services, Risk Management, Mutual Funds, Financial Advisory, Estate Planning, Insurance, Fixed Annuities, Management, Finance, Training, Securities, Financial Analysis, Program Management, Financial Planners, Sales, Retirement Planning, Series 7
Education
The American College 2006 — 2013
CFP®, RICP®, Personal Finance
College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor, Wealth Management
St. Cloud State University 1994 — 2000
B.S, Business Computer Information Systems
Mossy Honda 2015 - Present
Service Radius February 2015 - June 2015
Healthcare Training Institute 2011 - February 2015
Northwestern Mutual Financial Network May 2011 - August 2011
Amboy Bank June 2006 - January 2008
Cingular Wireless January 2004 - February 2007
Skills
Loans, Banking, Microsoft Office, Budgets, Outlook, Access, Financial Analysis, Finance, Management, Analysis, Accounting, Negotiation, Strategic Financial..., Financial Modeling, Financial Risk, Sales Process, Project Management, Credit Analysis, Portfolio Management, Account Management, Microsoft Excel, Marketing Strategy, PowerPoint, Sales, Team Leadership, Strategic Planning, Teamwork, Research, Customer Service, Microsoft Word, Social Media, Marketing, Market Research, Vendor Management, Sales Management, Team Building, Process Improvement
Education
Central Michigan University 2009 — 2011
BA, Marketing, Logistic Management, 3.0
LPL Financial November 2011 - August 2014
DJO Global September 2011 - October 2011
Northwestern Mutual Financial Network May 2010 - May 2011
Marketplace Media January 2010 - May 2010
Skills
Marketing, Investments, Accounting, Social Media, Account Reconciliation, Microsoft Excel, Analysis, Finance, Strategic Planning
Education
California Western School of Law 2014 — 2016
Juris Doctor (J.D.)
University of Montana 2007 — 2011
B.S. in Business Administration, Economics, Finance & Marketing
Griffith University 2009 — 2009
Study Abroad, Management, Marketing, Human Resources
University of Southern Queensland 2008 — 2008
Study Abroad, Management and Marketing
Cambridge Consulting Group February 2012 - Present
DMS Technical Services LLC, Shelby Twp. May 2007 - February 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Wyndgate Golf Course May 2006 - August 2009
Skills
SAP, Excel, SQL, Information Systems..., Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, Data Analysis, Data Entry, Microsoft SQL Server, Insurance, Outlook, Databases, ERP, Access, Microsoft Excel, Information Systems
Education
Central Michigan University 2007 — 2011
Bachelor of Science in Business Administration, Management Information Systems
Community Colleges of Spokane September 2015 - Present
Triad Wealth Management, Inc. January 2001 - Present
Spokane South Rotary 2005 - 2012
Leadership Spokane Alumni September 2008 - June 2009
Northwestern Mutual Financial Network January 2001 - May 2009
Skills
Insurance, Financial Services, Public Speaking, Business Analysis, Estate Planning, Small Business, Financial Analysis, Customer Service, Life Insurance, Entrepreneurship, Fixed Annuities, Retirement Planning, Disability Insurance, Wealth Management, Leadership, Sales, Advertising, Coaching, Employee Benefits, Social Networking, Management, Long-term Care, Training
Education
The American College 2004 — 2012
CLU - Chartered Life Underwriter; ChFC-Chartered Financial Consultant, life insurance, retirement planning
Leadership Spokane alumni 2008 — 2009
Washington State University 1970 — 1974
BA, Communications
Chapman University 1973 — 1973
none, World Campus Afloat foreign exchange
Diversified Insurance Solutions August 2015 - Present
Diversified Insurance Solutions December 2013 - August 2015
Northwestern Mutual Financial Network April 2011 - November 2013
Nativity Jesuit Middle School September 2010 - March 2011
Birdie's Cafe June 2004 - August 2010
Skills
Microsoft Excel, Microsoft Office, Photoshop, Customer Service, PowerPoint, Social Media, Event Planning, Sales, Microsoft Word, Social Networking, Event Management, Public Relations, Strategic Planning, Leadership, Budgets, Public Speaking, Insurance
Education
Cardinal Stritch University 2009 — 2011
BSBA, Business Administration
Marquette University 2006 — 2009
College of Nursing
Electronic Inventory Online, Inc (Eio.com) July 2013 - Present
Best Buy August 2012 - July 2013
Northwestern Mutual Financial Network December 2011 - May 2012
Silla Cooling Systems June 2009 - September 2010
Skills
Life, Accident and..., Life Insurance, Sales, Management, Finance, Customer Service, Leadership, Event Planning, Logistics, Merchandising, Microsoft Word, Marketing, Recruiting, Budgets, Public Speaking
Education
California State University-Long Beach 2006 — 2012
Bachelor, Family Consumer Sciences, Consumer Affairs
Narbonne High School 2002 — 2006
High School Diploma
Infosys June 2014 - Present
Carnegie Mellon Tepper School of Business August 2012 - May 2014
Symphony Teleca June 2013 - August 2013
Northwestern Mutual May 2010 - July 2011
NORTHWESTERN MUTUAL FINANCIAL NETWORK May 2010 - July 2011
Mercer Capital, LTD July 2008 - March 2009
ANDREW GARRETT, INC. / S.W. BACH & COMPANY February 2005 - February 2008
Andrew Garrett, Inc. 2007 - 2008
S.W. Bach & Company February 2005 - April 2006
Skills
Financial Modeling, Equities, Investments, Valuation, Portfolio Management, Mutual Funds, Securities, Financial Analysis, Asset Management, Equity Research, Asset Managment, Investment Banking, Corporate Finance, Wealth Management, Financial Risk, Hedge Funds, Private Equity, Credit Analysis, Trading, Account Management, Proposal Management, Strategic Negotiations, Miller-Heiman Strategic..., Series 7, Strategic Financial..., Series 63, Due Diligence, Bonds, Underwriting, IT Strategy, IT Solutions, IT Service Management, Business Strategy, Financial Planning
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA), Information Systems, Finance, Economics
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Finance and CPA Accounting
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
BS, Finance & Accounting
Roslyn High School 1996 — 2000
Carnegie Mellon University - Tepper School of Business
Master of Business Administration; MBA
Innovative Artists March 2015 - Present
Ford Models, Inc. January 2015 - Present
Maximum Talent July 2010 - Present
Moxie Sozo August 2013 - June 2014
Moxie Sozo 2012 - June 2014
Wealth Concepts, LLC/Mass Mutual December 2009 - September 2010
Wealth Concepts, LLC August 2007 - January 2010
Northwestern Mutual Financial Network June 2006 - July 2007
Skills
Marketing Strategy, Strategic Planning, Marketing, New Business Development, Market Research, Social Media, Public Speaking, Event Planning, Marketing Communications, Fundraising, Public Relations, Leadership, Social Networking, Teaching, Customer Service, Event Management, Advertising, Entrepreneurship
Education
Claremont McKenna College 2002 — 2006
BA, International Relations, Psychology
Albert-Ludwigs-Universität Freiburg im Breisgau 2004 — 2005
International Relations, Government, Politics, Economics, Psychology
Making Mantra, Marketing and Events August 2010 - Present
Rady Children's Hospital July 2013 - Present
Cultural Homestay International March 2012 - June 2013
Northwestern Mutual Financial Network October 2007 - February 2012
Skills
Event Planning, Event Management, Social Media Marketing, Wedding Planning, Special Events, Non-profits, Corporate Events, Market Planning, Financial Analysis, Budgeting, Fundraising, Social Media, Marketing Communications, Public Relations, Volunteer Management, Event Marketing, Online Marketing, Marketing Strategy, Community Outreach, Public Speaking, Media Relations, Community Service, Nonprofits, Budgets, Social Work, Mental Health, PowerPoint, Entrepreneurship, Customer Service, Leadership, Strategic Planning, Marketing, Management, Time Management, Leadership Development, Program Management, Small Business, Social Networking, Project Planning, Training, Teamwork
Education
University of Southern California 2010 — 2013
Master of Social Work (M.S.W.), Mental Health Concentration
California State University-San Marcos 2003 — 2008
Bachelors of Science, Global Business Management and Minor in Performing Arts
Office of the Ohio Public Defender July 2011 - Present
The Ohio Criminal Sentencing Commission May 2007 - July 2011
The U. S. Attorney's Office January 2009 - April 2009
Franklin County Municipal Court August 2008 - December 2008
Delaware County Prosecutor's Office May 2008 - October 2008
Northwestern Mutual Financial Network August 2005 - August 2006
Skills
Appeals, Trials, Criminal Justice, Environmental Awareness, Alternative Dispute..., Litigation, Courts, Mediation, Criminal Law, Legal Research, Legal Writing, Civil Litigation, Legislation, Westlaw, Commercial Litigation, Dispute, Legal Assistance
Education
The Ohio State University Moritz College of Law 2006 — 2009
J. D., Law
The University of Oxford - St. Anne's College 2007 — 2007
Comparative Law
Case Western Reserve University 1999 — 2003
B.A., English & History
JP Morgan Chase Bank, N.A. June 2012 - Present
CISC July 2010 - June 2012
JP Morgan Chase July 2008 - August 2010
ALLWARE TECHNOLOGIES, INC September 2007 - July 2008
NORTHWESTERN MUTUAL FINANCIAL NETWORK June 2007 - August 2007
Education
City University of New York-Brooklyn College 2004 — 2008
BS, Business Management and Finance
Monroe Capital August 2013 - Present
Monroe Capital May 2013 - August 2013
Northwestern Mutual Financial Network May 2012 - August 2012
Telenomics Retail Ltd. January 2012 - March 2012
Connolly, Inc. June 2010 - August 2010
Outback Steakhouse November 2008 - August 2009
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Sales, Cold Calling, Time Management, Event Planning, Research, Finance
Education
Indiana University Bloomington 2009 — 2013
Kelley School of Business - Finance
City University (GB) 2012 — 2012
Finance
Wheeling High School 2005 — 2009
General Education
Derrenbacker Group Benefit Specialists, LLC 2011 - Present
Northwestern Mutual Financial Network 1989 - Present
Education
Colgate University 1985 — 1989
Bachelor of Arts
Palmetto Brick Company December 2013 - Present
Northwestern Mutual Financial Network October 2011 - June 2012
CBRE The Furman Co. July 2008 - September 2011
Hanson Brick March 1993 - March 2008
Skills
Real Estate Development, Real Estate, Sales, Selling, Strategic Planning, Negotiation, Customer Service, Business Development, Real Estate Transactions, Investment Properties, Property Management, Design Review, Construction Document..., Building Materials, Location Intelligence, Construction Material...
Education
Clemson University 1982 — 1986
BS, Economics
SolarCity July 2015 - Present
SolarCity July 2013 - June 2015
Northwestern Mutual Financial Network May 2011 - June 2013
Northwestern Mutual June 2011 - July 2011
American River College August 2010 - April 2011
Skills
PowerPoint, Public Speaking, Word, Excel, Coaching, Microsoft Excel, Time Management, Leadership, Sports, Sales, Management, Marketing Communications, Event Planning, Microsoft Office, Customer Service, Fundraising, Microsoft Word, Social Networking, Market Research, Social Media, Finance, Marketing
Education
California State University-Sacramento 2005 — 2011
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Arroyo High School 2002 — 2005
Deloitte Consulting August 2010 - Present
U.S. Government Accountability Office May 2009 - August 2009
National Council of Jewish Women June 2008 - August 2008
Northwestern Mutual Financial Network May 2007 - August 2007
Skills
Policy Analysis, Healthcare IT, Excel, Tableau, GIS analysis, Healthcare Information..., Data Analysis, Management, Healthcare, Proposal Writing, Program Management, Management Consulting, Strategy, Analysis, Government, Public Policy, Governance, Policy, Business Process...
Education
Carnegie Mellon University - Heinz College 2009 — 2010
Masters of Science, Public Policy and Management
Carnegie Mellon University 2005 — 2009
Bachelor of Science, Policy Management
Northwestern Mutual Financial Network June 1992 - Present
Education
Canisius College 1988 — 1992
BA, Communications
Northwestern Mutual Financial Network December 1990 - Present
Northwestern Mutual December 1990 - Present
Marel Company 1981 - January 1986
Education
Long Island University 1970 — 1972
MBA, Marketing-Management
City University of New York-Herbert H. Lehman College 1968 — 1970
BA, Speech, Economics
Gordon Food Service November 2011 - Present
RDV Corporation June 2011 - November 2011
GE Aviation May 2010 - May 2011
Northwestern Mutual Financial Network July 2009 - May 2010
Macy's June 2008 - November 2008
Arnie's Restaurant March 2005 - May 2007
Skills
Microsoft Excel, Finance, Marketing, PowerPoint, Research, Time Management, Data Analysis, Customer Service, Process Improvement, Performance Dashboards, Business Objects, MicroStrategy Reporting, Third Party Vendor...
Education
Calvin College 2007 — 2011
Bachelor of Science, Business - Finance
Rockford High School 2003 — 2007
Colorado Restaurant Association May 2012 - Present
COUNTRY ® Financial August 2011 - June 2012
Northwestern Mutual Financial Network 2009 - August 2011
Larson Financial Inc 2006 - 2009
Affiliated Lending Group 2004 - 2006
TelAmerica 2003 - 2004
Cosi 2001 - 2003
Alterra Coffee Roasters 1999 - 2001
Skills
Sales, Team Leadership, Sales Management, Restaurants, Financial Management, People Development, Proposal Management, Custom Solutions, Growing Revenue, Organizing, Custom Software, Proposal Writing, Managerial Finance, B2B, Finance, Leadership, Marketing, Training, New Business Development, Budgets, Inventory Management, Sales Process, Restaurant Management, Coaching, Hospitality, Sales Presentations, Entrepreneurship, Time Management, Sales Operations, Start-ups, Customer Service, Retail, Forecasting, Small Business, P, Social Networking, Marketing Strategy, Hiring, Event Planning, Food Service, Profit, CRM, Food, Leadership Development, Employee Training, Business Strategy, Food, Purchasing, Networking
Education
University of Iowa 1995 — 1999
Business Management
Cardinal Stritch University
Bachelor of Science (B.S.), Business Administration and Management, General
Maple Dale School
State Farm insurance July 2010 - Present
Northwestern Mutual Financial Network March 2009 - March 2011
AAA Oregon / Idaho September 2000 - September 2008
New York Life Insurance Company September 1997 - September 2000
Skills
Fixed Annuities, Insurance, Customer Service, Property & Casualty..., Public Speaking, Strategic Financial..., Budgets, Disability Insurance, Term Life Insurance, Whole Life, Sales, Life Insurance, Strategic Planning, Umbrella Insurance, Health Insurance, Commercial Insurance, Long-term Care, Homeowners, Renters, Long Term Care Insurance, Casualty, Universal Life
Education
Clackamas Community College 2010 — 2011
Associates of Arts
Portland State University 1990 — 1991
Business
McKay High School 1986 — 1990
Kaplan University-Davenport Campus
Finance, General
Northwestern Mutual Financial Network April 1998 - Present
Skills
Strategic Financial..., Retirement Planning, 401k Rollovers, Disability Insurance, Life Insurance, Investments, Group Benefit Plans, annuities
Education
Clemson University 1994 — 1997
BS, Business Management
Northwestern Mutual Financial Network 2004 - Present
CH2M HILL 1986 - 2004
Skills
Creative Direction, Customer Service, Financial Analysis, Fixed Annuities, Insurance, Leadership, Life Insurance, Management, Program Management, Project Management, Project Planning, Retirement, Retirement Planning, Risk Management, Securities, Strategic Financial..., Strategic Planning
Education
New Mexico Institute of Mining and Technology 1988 — 1990
MS
Carleton College 1982 — 1986
Fleetmatics September 2013 - Present
Transworld Systems April 2013 - December 2013
Ceridian June 2011 - December 2012
Franklin Templeton Investments January 2006 - April 2011
Franklin Templeton Investments January 2005 - January 2006
Real Mortgage/Legacy Financial January 2002 - January 2005
Northwestern Mutual Financial Network December 2000 - July 2002
Citi April 1993 - January 2000
Citi April 1993 - June 1996
Skills
Sales, Leadership, Management, Insurance, CRM, Customer Service, Sales Presentations, Mutual Funds, Direct Sales, New Business Development, Team Building, Benefits Administration, Financial Services, Salesforce.com, Sales Process, Cold Calling, Small Business, Recruiting, HRO, Community Outreach, FSA, Fleet Optimization, Fleet Services, iCIMS, Sourcing
Education
University of Connecticut 1989 — 1993
Central Connecticut State University
Roxbury Elementary
Roxbury Elementary
Roxbury Elementary
Roxbury Elementary
University of South Florida
Westhill High School
Northwestern Mutual Financial Network July 1987 - Present
Education
The American College 1989 — 2012
CLU, ChFC and CASL
Central Michigan University 1983 — 1986
B.S.
Manistee Catholic Central 1972 — 1983
Northwestern Mutual Financial Network March 1955 - Present
Education
Calvin College
BA Pre Law, Economics, Political science
Northwestern Mutual Financial Network January 2008 - Present
Senior Financial Advisors Inc. October 2005 - December 2007
Wells Fargo Private Client Services 2002 - 2005
Ragen MacKenzie 1998 - 2002
GE Capital Assurance 1994 - 1997
Great Northern Annuity 1992 - 1994
Skills
Portfolio Management, Series 7, Financial Planning, Wealth Management, Retirement Planning, Insurance, Retirement, Asset Allocation, Annuities, Long Term Care, Investment Advisory, Certified Financial...
Education
College for Financial Planning 2001 — 2003
CFP ® Certification Professional Education Program
University of Montana 1986 — 1990
BA, Political Science, (Emphasis in Public Administration)
Northwestern Mutual Financial Network August 2003 - Present
Education
California State University-San Bernardino - College of Business and Public Administration 1996 — 2000
Business Administration, Finance
San Diego State University-California State University 1995 — 1996
Business Administration, Finance
Berwyn Development Corporation 2008 - Present
Northwestern Mutual Financial Network August 1999 - Present
Education
California State University-Chico 1996 — 1999
Bachleor, Business
Northwestern Mutual Financial Network July 1979 - Present
Education
California State University-Fullerton 1968 — 1970
Bachelor of Arts, Business Admininstration
Northwestern Mutual Financial Network March 1992 - Present
Skills
Competitive Analysis, Leadership, Business Development
Education
California Polytechnic State University-San Luis Obispo 1987 — 1991
Northwestern Mutual Financial Network May 2007 - Present
Skills
Management, Finance, Strategy, Retirement, Customer Service, Leadership, Securities, Financial Analysis, Series 7, Series 63, Strategic Financial..., Microsoft Office, Insurance, Public Speaking, Microsoft Word, Marketing, Retirement Planning, Financial Planning
Education
California State University-Long Beach - College of Business Administration 2006 — 2010
Bachelor, Finance
First Tech Federal Credit Union July 2015 - Present
First Tech Federal Credit Union May 2014 - July 2015
Stream December 2013 - January 2014
Robert Half International July 2012 - September 2013
Robert Half International July 2010 - July 2012
Mt. Hood Meadows Ski Resort December 2009 - May 2010
Northwestern Mutual Financial Network May 2007 - December 2009
Zander's Home and Property Care May 2005 - May 2008
Skills
Recruiting, Investments, Temporary Staffing, Sourcing, Leadership, Temporary Placement, Customer Service, Hiring, Talent Acquisition, Finance, Management, Banking, Financial Services, Staffing Services, Applicant Tracking..., College Recruiting, Internet Recruiting, Cold Calling, Technical Recruiting, Interviews, Contract Recruitment, Employee Benefits, Permanent Placement, Onboarding
Education
Central Michigan University 2003 — 2008
Bachelor of Science - Personal Financial Planning, Economics
HASELWOOD AUTO GROUP May 2015 - Present
Voltaire Trading Company May 2011 - Present
Voltaire Trading Company May 2011 - Present
Land Rover Miramar 2007 - April 2009
Northwestern Mutual Financial Network November 2005 - March 2007
Verizon Wireless (Sorrento Valley) November 1992 - October 1999
Skills
Small Business, Training, B2B, Sales, Selling, Management, Sales Process, Negotiation, Entrepreneurship, Automobile, Customer Satisfaction, Customer Retention, Sales Management, Vehicles, Strategic Planning, Team Building, Automotive, Customer Service, Leadership, Marketing
Education
Cabrillo College 1981 — 1982
Economics, Political Science
Taco Bell December 2013 - Present
Taco Bell January 2013 - December 2013
Irvine Company January 2010 - January 2013
The Irvine Company, Retail Properties September 2007 - January 2010
Northwestern Mutual Financial Network June 1996 - September 2007
Skills
Organizational..., Performance Improvement, Employee Relations, College Recruiting, Training, Workshop Facilitation, Conflict Resolution, Organizational..., Onboarding, Human Resources, Leadership, Leadership Development, Management, Career Development, Strategic Planning, Succession Planning, Applicant Tracking..., Benefits Administration, Change Management, Coaching, Employee Benefits, Employee Engagement, Employee Training, Executive Coaching, HR Policies, HRIS, Hiring, Instructional Design, Interviews, Organizational Design, Performance Management, Talent Acquisition, Talent Management, Team Building, Training Delivery, Workforce Planning
Education
Chapman University 2006 — 2008
Master of Arts, Organizational Leadership
Chapman University 1998 — 2001
Bachleor of Arts, Communications and Art History
Commonwealth Financial Group September 2015 - Present
Northwestern Mutual Financial Network 2003 - 2015
Open Ratings 2000 - 2003
MediaMap 1994 - 1997
The Weber Group 1993 - 1994
Skills
CRM, Financial Services, Finance, Insurance, Strategic Financial..., Investments, Portfolio Management, Asset Managment, Financial Planning, Analysis, Sales, Retirement
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA, General Management
Colby College 1989 — 1993
BA, Government, Creative Writing
Noble & Greenough School 1983 — 1989
HS Diploma
Corporation for Long Term Care
CLTC, Long Term Care Certification
The American College
CLU, ChFC, CASL
Northwestern Mutual Financial Network April 2006 - Present
Service Corporation International 2002 - 2005
Education
Central Michigan University 1995 — 1999
Saratoga County January 2015 - Present
Rensselaer Polytechnic Institute August 2014 - Present
ABJ Private Holdings Group, LLC June 2011 - Present
Saratoga's Community Federal Credit Union October 2010 - Present
Commercial International Corporation - CIC Funding April 2008 - August 2012
Principle Commercial Corporation August 2007 - March 2008
CORESense December 2006 - August 2007
Northwestern Mutual Financial Network August 2001 - October 2002
BIT Group February 2001 - June 2001
Earthweb.com March 2000 - January 2001
Skills
Business Development, Sales, Finance, Customer Service, Real Estate, Credit Analysis, Financial Analysis, Executive Management, Strategy, Investments, Strategic Planning, Start-ups, Business Strategy, Underwriting, Strategic Partnerships, Sales Management, Business Planning, New Business Development, Entrepreneurship
Education
Rensselaer Polytechnic Institute 2014 — 2018
Doctor of Philosophy (Ph.D.), Finance, General
Rensselaer Polytechnic Institute 2013 — 2014
Master of Science (MS), Financial Engineering and Risk Analytics (FERA)
State University of New York at Albany 2012 — 2013
MBA, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 1998
BS, Finance and Economics
Clarkson University 1994 — 1996
The Clarkson School
School District September 2011 - Present
Self-Employed On-Camera/Voice-over Talent January 1992 - Present
Northwestern Mutual March 2008 - September 2011
Northwestern Mutual Financial Network January 2007 - March 2008
Education
Cardinal Stritch University 2010 — 2013
Master of Special Education
University of Wisconsin-Milwaukee 1988 — 2001
Northwestern Mutual Financial Network February 2004 - Present
Education
California State University-Sacramento 1999 — 2004
Business, Marketing
Morgan Management September 2009 - Present
GateHouse Media July 2008 - March 2011
Northwestern Mutual Financial Network December 2007 - June 2008
Preferred Care October 2003 - November 2007
Education
Roberts Wesleyan College 2005 — 2007
Masters, Strategic Management
Cedarville University 1995 — 1999
Northwestern Mutual Financial Network 1995 - Present
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2000 — 2002
MBA, IS and Strategic Planning
Northwestern Mutual Financial Network June 2006 - August 2006
California Modular Homes June 2005 - August 2005
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
Business Administration, Financial Management
Dilworth Elementary School July 2013 - Present
Bonny Doon Elementary June 2011 - June 2013
Northwestern Mutual Financial Network November 2008 - July 2009
Hertz Local Edition March 2006 - July 2007
Education
San Jose State University 2010 — 2011
Multiple Subjects Teaching Credential, Elementary Education and Teaching
California State University-Chico 2002 — 2006
Business/ Communications/ Spanish
Northwestern Mutual Financial Network August 2006 - Present
Education
California State University Northridge 2004 — 2006
Frontpoint April 2013 - Present
ATPCO July 2009 - March 2013
RCN November 2008 - December 2008
Northwestern Mutual Financial Network May 2007 - October 2008
Monarc Construction June 2004 - January 2007
Branch Banking and Trust May 2005 - August 2005
Skills
Corporate Finance, Financial Analysis, Variance Analysis, Financial Reporting, Financial Modeling, Budget Monitoring, Budget Process, Budget Reconciliation, Budget, Department Budgeting, Operating Budgets, Expense Budget..., Revenue Analysis, Annual Reports, Quarterly Reporting, Business Analysis, Business Process..., Key Performance..., Data Analysis, Finance, Financial Accounting, Risk Management, Microsoft Dynamics SL, Microsoft Excel, PowerPoint, SharePoint, Banking, Budgets, Leadership, Management
Education
George Mason University - School of Business 2005 — 2008
B.S., Finance, Cum Laude
Christopher Newport University 2004 — 2005
T-Mobile September 2005 - Present
T-Mobile September 2005 - Present
Northwestern Mutual Financial Network September 2007 - September 2008
Strategic Financial Group member of Northwestern Mutual Financial Network September 2007 - September 2008
Skills
Direct Sales, Wireless, Customer Experience, Sales, Telecommunications, Customer Service, Customer Retention, Customer Satisfaction, Microsoft Office, Sales Operations, Call Centers, Public Speaking, Strategic Planning, Time Management
Education
Webster University Los Angeles 2011 — 2017
Master of Science (MS), Finance and Financial Management Services
California State University-Long Beach 2004 — 2009
BS, Finance
Gallagher Benefit Services June 2011 - Present
Strategic Employee Benefit Services December 2006 - June 2011
United Healthcare 2005 - 2006
Northwestern Mutual Financial Network 2003 - 2004
AIM Healthcare 1999 - 2003
Skills
Health Insurance, Managed Care, Employee Benefits, Benefits Administration, Life Insurance, Healthcare, Insurance, Health Savings Accounts, Term Life Insurance, Disability Insurance, Brokers, Medicare, Account Management, Workers Compensation, COBRA, Long-term Care
Education
Campbellsville University 1991 — 1995
BS, Business Administration
Northwestern Mutual Financial Network
Skills
Retirement, Strategic Financial..., Insurance, Fixed Annuities
Education
Central Michigan University
PricewaterhouseCoopers May 2008 - September 2008
Northwestern Mutual Financial Network May 2007 - August 2007
Education
Butler University - College of Business Administration 2006 — 2010
BS, Marketing and Spanish
Northwestern Mutual Financial Network October 1986 - Present
Skills
Finance, Retirement, Mutual Funds, Life Insurance, Risk Management, Mergers & Acquisitions, Process Improvement, Health Insurance, Underwriting, Banking, Team Leadership, Mortgage Lending
Education
Calvin College 1983 — 1987
BA, Business Administration
American College
CLU, Chartered Life Underwriter
American College
ChFC, Chartered Financial Consultant
Northwestern Mutual Financial Network January 1989 - Present
Skills
Marketing, Investments, Health Insurance, Fixed Annuities, Insurance, Sales, Event Planning, Customer Service, Financial Analysis, Sales Management, Portfolio Management, Underwriting, Financial Services, Strategic Planning, Wealth Management
Education
Centenary College of Louisiana 1966 — 1970
BS, Business
Northwestern Mutual- The Zach Group September 2011 - Present
Northwestern Mutual 2008 - October 2011
Northwestern Mutual Financial Network July 2007 - July 2008
Skills
College Recruiting, Recruiting, Training, Coaching, Time Management, Finance, Applicant Tracking..., Talent Acquisition, Onboarding, Employee Benefits, Resume Writing, Cold Calling, Interviews, Employee Relations, Technical Recruiting, Internet Recruiting
Education
Coe College 2003 — 2007
BA, Psychology and English
Northwestern Mutual Financial Network 2005 - Present
Girl Scout Council of Savannah, GA 2003 - 2005
North Augusta Chamber of Commerce 2002 - 2003
Education
Clemson University 1998 — 2001
Bachelor of Science, Parks, Recreation & Tourism Management
University of South Carolina-Aiken 1996 — 1999
Early childhood Education
Art Brucks State Farm Agency May 2011 - Present
Steve Ernst State Farm Agency October 2010 - August 2011
Mass Mutual Financial Group March 2010 - December 2010
Northwestern Mutual Financial Network 2008 - March 2010
Nolan Catholic High School 2003 - 2008
Skills
Long Term Care, Disability Insurance, Annuities, Retirement Planning, Insurance
Education
The University of Dallas 1988 — 1991
M.R.E., Theology
Cleveland Institute of Music 1981 — 1983
M.M., Voice
St. Olaf College 1977 — 1981
B.A., Music Education
PACIFIC MEDICAL, INC August 2004 - Present
NORTHWESTERN MUTUAL FINANCIAL NETWORK January 2004 - August 2004
Enterprise Rent-A-Car February 2003 - December 2003
STONE PUBLISHING September 2000 - November 2002
SALESLINK, (division of CMGi) August 1998 - August 2000
Technical Printing in June 1996 - July 1998
Skills
Sales Operations, Customer Service, Cold Calling, Leadership, Sales, Selling, Management, Start-ups, New Business Development, Strategy, Lead Generation, Marketing, Medical Devices
Education
California State University, Fresno 1991 — 1996
Bachelor of Science, Business Administration, Management
California State University
Bachelor of Science Business Administration, Management
Jackson National Life February 2008 - August 2009
Peak Capital Investment Services April 2006 - February 2008
Northwestern Mutual Financial Network January 2005 - April 2006
Education
Chapman University 2001 — 2004
BA, Technical Theatre
Kent State University 2000 — 2001
General Studies
Wheat Ridge High School 1996 — 2000
Diploma, General Studies
Northwestern Mutual Financial Network April 1985 - Present
Skills
Sales, Management, Customer Service, Leadership, Estate Planning, Life Insurance
Education
California Polytechnic State University-San Luis Obispo 1978 — 1983
Agriculture Business Management
Sherwin-Williams Paints June 2013 - Present
Capoeira Balance, LLC August 2012 - June 2013
Northwestern Mutual Financial Network August 2012 - June 2013
OSG SULAMERICANA January 2002 - January 2003
Skills
Strategic Financial..., Sales, Public Speaking, Customer Service, Access, Fluent in Portuguese, Advanced Spanish, Spanish, Portuguese, Analysis, Social Media, Management
Education
Central Connecticut State University 2008 — 2013
Bachelor of Science, Degree in Management & Organization
Treadstone Funding March 2015 - Present
Quicken Loans September 2014 - March 2015
Quicken Loans October 2012 - September 2014
Northwestern Mutual Financial Network September 2008 - August 2012
Skills
Retirement Planning, Life Insurance, IRAs, Long Term Care Insurance, Disability Insurance, Strategic Financial..., Series 6, Income Protection, Insurance, 401k, Wealth Accumulation, Fixed Annuities, Key Person Insurance, Retirement, Roth IRA, Long-term Care, College Savings Plans, Mortgage Banking, Residential Mortgages, Mortgage Marketing, Referrals, Product Marketing
Education
Cleary University 2007 — 2008
Bachelors, Marketing
Grand Valley State University 2004 — 2007
Bachelors, Marketing
Northwestern Mutual Financial Network September 1973 - Present
Education
Thomas M. Cooley Law School 1975 — 1978
Juris Doctorate, Law
Calvin College 1970 — 1974
Eastern Christian High School 1966 — 1970
Northwestern Mutual Wealth Management March 2015 - Present
Envisioning Financial, Inc. January 2012 - February 2015
Northwestern Mutual Financial Network December 2007 - August 2011
Riverview Hospital December 1999 - June 2007
Clarian Health Partners August 1973 - December 1999
Skills
Notary Public-Indiana, Financial..., Client Relationship..., Insurance, Microsoft Office, Problem Resolution, Process Improvement, Team Building, Outlook, Quality Assurance, Community Outreach, Administrative..., Training, Microsoft Excel, Marketing, Management, Office Equipment, Healthcare
Education
College for Financial Planning 2007 — 2008
RP, Paraplanning
IU Health Methodist 1972 — 1973
Registration, Medical Technology
Marian University 1968 — 1972
BS, Biology
Ladywood High School
Wea Elementary
Chief Construction April 2015 - Present
SCORR Marketing September 2013 - April 2015
Talent Plus, Inc. May 2013 - August 2013
Time For Baby May 2013 - August 2013
Arbor Day Foundation December 2012 - April 2013
Talent Plus, Inc. January 2005 - November 2012
Talent Plus, Inc. January 2005 - November 2012
Talent Plus, Inc. January 2005 - November 2012
Northwestern Mutual Financial Network June 2004 - December 2004
Skills
Customer Relations, Leadership Development, Team Building, Talent Management, Coaching, Recruiting, Coordinate Events, Strategic Consulting, Account Management, Customer Service, Training, Performance Management, Human Resources, Leadership, Organizational..., Employee Relations, Talent Acquisition, Interviews, Succession Planning, Management, Employee Engagement, Onboarding, Executive Coaching, Personnel Management, Employee Training, College Recruiting, Consulting, HR Consulting, Organizational..., Project Management, Strategy
Education
Capella University 2008 — 2010
Master of Science, MS in Psychology; Organizational Leader Development
University of Nebraska-Lincoln 2000 — 2004
Bachelor, Business Administration
The Johnson Group Inc. February 2012 - Present
Self-Employed January 2006 - Present
Northwestern Mutual Financial Network February 2009 - March 2012
Sacramento Athletics Department August 2005 - February 2009
Sacramento Athletics Box Office August 2006 - December 2008
Skills
Able to coach, inspire,..., Posees strong..., Able to take initiative..., Budgeting, Promotions, Forecasting, Hiring, PowerPoint, Budgets, Communication Skills, Marketing, Event Management, Sponsorship, Time Management, Management, Leadership, Sales, Microsoft Word, Recruiting, Sports, Customer Service, Advertising, Cold Calling, Outlook, CRM, Data Entry
Education
California State University-Sacramento 2004 — 2009
BA, Communication
TD February 2014 - Present
The Palmetto Bank December 2013 - February 2014
The Palmetto Bank November 2011 - November 2013
The Palmetto Bank June 2011 - October 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Education
Clemson University 2007 — 2011
Finance, Financial Services
Chesterfield High School
Merrill Lynch January 2011 - Present
Edward Jones August 2008 - December 2010
Northwestern Mutual Financial Network 2007 - 2008
Education
Florida Gulf Coast University 2006 — 2008
BS, Finance
Capital University - School of Management 2004 — 2006
Associates, Business
Woodbridge Foam Fabricating January 2013 - Present
Gold Bond November 2010 - March 2011
T-Mobile March 2006 - November 2010
Arcade Marketing October 2004 - March 2006
Northwestern Mutual Financial Network October 2003 - October 2004
Valuepage Inc July 2003 - October 2003
Covista Communications September 2002 - July 2003
CIGNA Healthcare May 2001 - June 2002
Skills
Chemical Processing, Coaching, Leadership Development, Telecommunications, Executive Coaching, Team Leadership, Team Building, Customer Experience, Call Center, Career Development, Customer Service, Leadership, Training, Wireless, Customer Retention, Change Management, Polymer Chemistry, Call Centers, Interviews, Raw Materials, LinkedIn, Sales, Employee Benefits, Project Management, Recruiting, Process Improvement, Outsourcing, Management
Education
Western Governors University 2015 — 2016
Bachelor of Science Business Management
Chattanooga State Community College 2011 — 2012
Associate of Applied Science, Chemical Engineering Technology/Technician, 3.25
Chattanooga State Community College 2007 — 2009
Associate of Applied Science, General Studies
ScanSource April 2014 - Present
ScanSource Europe SPRL October 2013 - April 2014
ScanSource February 2013 - April 2014
ScanSource Europe SPRL September 2013 - October 2013
ScanSource December 2012 - February 2013
ScanSource April 2012 - February 2013
ScanSource July 2011 - April 2012
Clemson University August 2009 - June 2011
Northwestern Mutual Financial Network May 2010 - December 2010
Greenville County Recreation District August 2006 - December 2009
Skills
Financial Statement..., Risk Management, Microsoft Excel, VBA, Microsoft Word, Microsoft Office, Financial Analysis, Credit, Credit Risk, Credit Analysis, Management, Business Development, Account Management, Solution Selling, Finance, New Business Development, B2B, Forecasting, Customer Service, Analysis, Contract Negotiation
Education
University of South Carolina - Darla Moore School of Business 2015 — 2017
Master of Business Administration (M.B.A.), International Business
Clemson University - College of Business and Behavioral Science 2008 — 2011
BS, Financial Management
J. L. Mann High School 2004 — 2008
Northwestern Mutual Financial Network February 2012 - May 2012
Skills
Financial Analysis, Microsoft Office, Minitab, Sales, Management Information..., Time Management, Investment, Customer Service
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (M.B.A.), Marketing, 4.0 GPA
California State University-Chico 2005 — 2010
BS, Economics
University of Wisconsin-Platteville 2006 — 2007
Bachelor of Science (BS), Economics
Las Plumas High School 2001 — 2005
643 Capital Management October 2012 - Present
Gwen Allison, CPA August 2011 - Present
Grubman Financial Consulting February 2010 - July 2011
Northwestern Mutual Financial Network June 2009 - November 2009
ReSource Intermediaries, Inc May 2005 - May 2009
AXA Rosenberg October 2002 - April 2005
PwC January 2000 - October 2002
Cristol Financial, Accountants on Call, Accountemps January 1998 - December 1999
Barnes & Associates CPAs 1997 - 1998
Title Nine July 1994 - August 1996
Education
Mills College 1992 — 1994
Master of Arts, English
University of California, Berkeley 1985 — 1989
Bachelor of Arts, English
Dale Carnegie Training
Effective Communications & Human Relations
California State University-East Bay
UC Berkeley Extension
Certificate in Personal Financial Planning
Smart Investor May 2015 - Present
Franklin Templeton Investments August 2013 - May 2015
Franklin Templeton Investments August 2012 - July 2013
Franklin Templeton Investments October 2010 - August 2012
Northwestern Mutual Financial Network January 2009 - August 2009
Skills
Mutual Funds, Investments, Securities, Fixed Income, Equities, Transfer Agency, Customer Service
Education
California State University-Chico 2005 — 2010
Bachelor of Science, Business Administration; Service Administration; Financial Services and Financial Management
Nielsen 2012 - 2013
Northwestern Mutual Financial Network May 2010 - January 2011
Education
Central Connecticut State University
Bachelor of Science (BS), Marketing
Fairfield High School
CNA Insurance June 2013 - Present
Meetings2Promotions December 2011 - Present
TDS March 2012 - March 2013
Carroll University August 2010 - June 2012
ATOMIC TRIBE January 2011 - September 2011
AT&T Advertising Solutions January 2008 - January 2011
KOHL’S CORPORATION January 2007 - January 2008
WALGREENS CORPORATION January 2005 - January 2006
SEARS January 1999 - January 2005
NORTHWESTERN MUTUAL FINANCIAL NETWORK January 2003 - January 2004
Skills
Cold Calling, Email Marketing, Marketing, Lead Generation, New Business Development, Web Design, Online Advertising
Education
Carroll University 2010 — 2012
Master of Business Administration (MBA)
Carroll University 2000 — 2004
BS, Business Administration and Finance
Merrill Lynch May 2014 - Present
Fifth Third Securities September 2013 - May 2014
Fifth Third Bank September 2012 - May 2014
EZReport December 2011 - May 2012
Starbucks Coffee Inc July 2010 - December 2011
Exel July 2008 - July 2010
Northwestern Mutual Financial Network May 2007 - August 2007
Diedrich Coffeehouse June 2005 - December 2005
Skills
Customer Service, Finance, Financial Analysis, Leadership, Logistics, Management, Marketing, Marketing Strategy, Microsoft Excel, Operations Management, Process Improvement, Strategy, Training, Retail, Time Management
Education
Chapman University 2010 — 2012
MBA Program, Finance
Universiy of California, Riverside 2004 — 2008
B.S., Business Administration
Bob Barker Company December 2013 - Present
SECU May 2012 - December 2013
Campbell University August 2011 - May 2012
Campbell University January 2009 - September 2011
Bob Barker Company May 2011 - August 2011
Northwestern Mutual Financial Network May 2009 - September 2009
Reser's Fine Foods May 2008 - August 2008
Skills
Microsoft Office, Strategic Planning, Customer Service, Event Planning, Market Analysis, Microsoft Excel, Data Analysis, Word, Time Management, Marketing, Email Marketing, Priority Management
Education
Campbell University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration, Cum Laude
Campbell University 2007 — 2011
Bachelor's Degree, Business Administration, Minor in Marketing, Summa Cum Laude
Northwestern Mutual Financial Network February 2012 - Present
Education
Chadron State College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Aztec Consultants Inc March 2011 - Present
Marketing Experts Inc, Celebrity Placement Services March 2008 - February 2011
Home Network Realty October 2001 - November 2007
Northwestern Mutual Financial Network April 1999 - July 2001
Realty Mortgage Services May 1997 - March 1999
Skills
Sales, Marketing, Recruiting, Cold Calling, Selling, Management, New Business Development, Advertising, Interviews, Market Research, Negotiation, Mortgage Lending
Education
Central Michigan University
B.S, Public Administration
Oakland Community College
Associates Degree, Liberal Arts; Applied Science
Worldwide Clinical Trials 2015 - Present
Worldwide Clinical Trials 2015 - 2015
Worldwide Clinical Trials, Inc. 2013 - 2015
PPD 2011 - 2013
Northwestern Mutual Financial Network January 2008 - 2011
DeCarol Williamson Enterprises 2006 - 2007
Skills
Contract Negotiation, Budget Process, Sales, Operations Management, Business Analysis, Sales Management, Organizational..., Strategic Financial..., Marketing, Project Management, Marketing Strategy, Process Improvement, Budgets, Time Management, MBA, Business Process..., Operating Efficiencies, Leadership, Clinical Research, CRO, Financial Analysis, Finance, Forecasting, Cross-functional Team..., Business Development, Business Strategy, Analysis, Risk Management, Data Analysis, Management, Training, Portfolio Management, Fundraising, Team Building, Strategic Planning, Negotiation, Pharmaceutical Industry, Financial Planning
Education
Campbell University
Bachelor of Business Administration, Business Administration
Campbell University School of Business
MBA Masters of Business Administration, Marketing and Management
carlow university January 2011 - Present
Northwestern Mutual Financial Network May 2012 - May 2013
Giant Eagle June 2010 - December 2011
Skills
Spanish, networking, Youth Mentoring, Community Outreach, Tutoring, Leadership, Team Leadership, Volunteering, Recruiting, Training, Business Development, Leadership Development
Education
Carlow College 2010 — 2014
Quigley Catholic High School 2006 — 2010
University of Virginia 2008 - Present
Northwestern Mutual Financial Network 2004 - 2008
Skills
Human Resources, Life Insurance, Health Insurance, Banking, Disability Insurance, Billing Systems, Research, Computer Proficiency
Education
Clemson University 1997 — 1999
Bachelor of Science (B.S.), Psychology
Furman University 1995 — 1997