Northwestern Mutual Financial Network
Industry: Insurance company
DescriptionFounded: 2007 Parent organization: Northwestern Mutual
Northwestern Mutual Financial Network List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Northwestern Mutual Financial Network. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Northwestern Mutual Financial Network Employees
Employee
Years
Job
Industry
Nathan L. Phipps Nathan L. Phipps's Northwestern Mutual Financial Network Experience September 2009 - December 2009
Job Pricing Analyst at Intermatic
Industry Marketing and Advertising
Experience
Intermatic April 2015 - Present
Colorado Technical University July 2013 - January 2015
Colorado Technical University April 2010 - June 2013
Northwestern Mutual Financial Network September 2009 - December 2009
Coster USA December 2006 - September 2009
Skills
Higher Education, Editing, Student Development, Academic Advising, Adult Education, Career Counseling, Public Speaking, Teaching, Customer Service, Customer Retention, Research, Microsoft Office, Sales, Humor, Organizational..., PowerPoint, Mathematics, Acting, Analytical Reasoning, Strategic Planning, Marketing Strategy, Lean Startup, Business Model..., Market Analysis, Report Writing, Integrity, Fundraising, Event Planning, Kindness, Microsoft Word, Creative Writing, Microsoft Excel, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Marketing Strategy and Planning & Entrepreneurship, 3.98 GPA
University of South Carolina-Columbia 2013 — 2013
Professional Certificate, Appreciative Advising
Greenville College 2001 — 2005
Bachelor's Degree, BA: Biology and Philosophy, 3.99 GPA
Intermatic April 2015 - Present
Colorado Technical University July 2013 - January 2015
Colorado Technical University April 2010 - June 2013
Northwestern Mutual Financial Network September 2009 - December 2009
Coster USA December 2006 - September 2009
Skills
Higher Education, Editing, Student Development, Academic Advising, Adult Education, Career Counseling, Public Speaking, Teaching, Customer Service, Customer Retention, Research, Microsoft Office, Sales, Humor, Organizational..., PowerPoint, Mathematics, Acting, Analytical Reasoning, Strategic Planning, Marketing Strategy, Lean Startup, Business Model..., Market Analysis, Report Writing, Integrity, Fundraising, Event Planning, Kindness, Microsoft Word, Creative Writing, Microsoft Excel, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Marketing Strategy and Planning & Entrepreneurship, 3.98 GPA
University of South Carolina-Columbia 2013 — 2013
Professional Certificate, Appreciative Advising
Greenville College 2001 — 2005
Bachelor's Degree, BA: Biology and Philosophy, 3.99 GPA
Chad Gossen Chad Gossen's Northwestern Mutual Financial Network Experience October 2011 - April 2012
Job Personal Trainer at Function thru Fitness
Industry Health, Wellness and Fitness
Experience
Function thru Fitness May 2012 - Present
Northwestern Mutual Financial Network October 2011 - April 2012
Fitnessology August 2005 - September 2011
Skills
Customer Service, Coaching, Fitness, Public Speaking, Sales, Leadership, Wellness, Training
Education
Concordia University-Wisconsin 2010 — 2011
Bachelor of Arts, Health care Management
Fox Valley Technical College 1996 — 1998
Associates Degree, Police Science
Function thru Fitness May 2012 - Present
Northwestern Mutual Financial Network October 2011 - April 2012
Fitnessology August 2005 - September 2011
Skills
Customer Service, Coaching, Fitness, Public Speaking, Sales, Leadership, Wellness, Training
Education
Concordia University-Wisconsin 2010 — 2011
Bachelor of Arts, Health care Management
Fox Valley Technical College 1996 — 1998
Associates Degree, Police Science
Andrea Tropea Parrish Andrea Tropea Parrish's Northwestern Mutual Financial Network Experience April 2001 - July 2003
Job Paraprofessional IIIESE at Volusia County Schools
Industry Human Resources
Experience
Volusia County Schools December 2013 - Present
Keller Graduate School of Management December 2012 - February 2013
Mary Kay Cosmetics December 2001 - July 2012
Best Buy September 2005 - August 2011
Starbucks Coffee July 2003 - September 2005
Northwestern Mutual Financial Network April 2001 - July 2003
Skills
Recruiting, Team Building, Human Resources, Customer Service, Leadership, Training, Microsoft Office, HRIS, Performance Management, Marketing, New Hire Orientations, Employee Benefits, Change Management, Employee Training, Time Management, Internet Recruiting, Internet Communications, Office Management, Retail Sales, Data Entry, Reading Intervention, Elementary Education, Special Education, Hiring
Education
Keller Graduate School of Management 2011 — 2013
Master of Human Resource Management (MHRM), Human Resource Management, GPA 3.52
DeVry University 2008 — 2011
Bachelor of Science Degree in Technical Management, Human Resource Management
Columbia College Chicago 1992 — 2000
Photography, Film and Theater
Oakton Community College 1994 — 1999
Photography
Volusia County Schools December 2013 - Present
Keller Graduate School of Management December 2012 - February 2013
Mary Kay Cosmetics December 2001 - July 2012
Best Buy September 2005 - August 2011
Starbucks Coffee July 2003 - September 2005
Northwestern Mutual Financial Network April 2001 - July 2003
Skills
Recruiting, Team Building, Human Resources, Customer Service, Leadership, Training, Microsoft Office, HRIS, Performance Management, Marketing, New Hire Orientations, Employee Benefits, Change Management, Employee Training, Time Management, Internet Recruiting, Internet Communications, Office Management, Retail Sales, Data Entry, Reading Intervention, Elementary Education, Special Education, Hiring
Education
Keller Graduate School of Management 2011 — 2013
Master of Human Resource Management (MHRM), Human Resource Management, GPA 3.52
DeVry University 2008 — 2011
Bachelor of Science Degree in Technical Management, Human Resource Management
Columbia College Chicago 1992 — 2000
Photography, Film and Theater
Oakton Community College 1994 — 1999
Photography
John Stutz John Stutz's Northwestern Mutual Financial Network Experience March 2003 - March 2010
Job Financial Exams Tutor at Self Employed
Industry Financial Services
Experience
Self employed March 2010 - Present
Northwestern Mutual Financial Network March 2003 - March 2010
Wachovia/Wells Fargo January 1985 - March 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking
Education
DePaul University 1975 — 1985
associates degree, Business Administration and Management, General
University of Illinois at Chicago 1970 — 1974
Associate's degree, Business Administration and Management, General
Self employed March 2010 - Present
Northwestern Mutual Financial Network March 2003 - March 2010
Wachovia/Wells Fargo January 1985 - March 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking
Education
DePaul University 1975 — 1985
associates degree, Business Administration and Management, General
University of Illinois at Chicago 1970 — 1974
Associate's degree, Business Administration and Management, General
Joseph Smith, CLU ®, CFP ® Joseph Smith, CLU ®, CFP ®'s Northwestern Mutual Financial Network Experience December 2002 - Present
Job Financial Advisor at The McTigue Financial Group and the Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network December 2002 - Present
Education
The American College 2003 — 2008
CLU
DePaul University 1998 — 2003
Bachelors of Science
Woodrow Wilson High School 1994 — 1998
Northwestern Mutual Financial Network December 2002 - Present
Education
The American College 2003 — 2008
CLU
DePaul University 1998 — 2003
Bachelors of Science
Woodrow Wilson High School 1994 — 1998
Patrick Cisler Patrick Cisler's Northwestern Mutual Financial Network Experience September 2008 - August 2011
Job Executive Director at Lakeshore Nonprofit Alliance and Community SPOKE
Industry Nonprofit Organization Management
Experience
Lakeshore Nonprofit Alliance October 2013 - Present
Ottawa County Human Services Coordinating Council October 2013 - Present
Healthier Holland May 2013 - Present
TEDxMacatawa January 2011 - Present
Holland Rescue Mission February 2012 - July 2014
Watershed Strategies August 2012 - October 2013
Whittaker Associates December 2011 - June 2013
Northwestern Mutual Financial Network September 2008 - August 2011
Skills
Non-profits, Strategic Planning, Community Development, Financial Services, Writing, Event Planning, Research, Event Management, Community Outreach, Data Analysis, Organizational..., Program Management, Development Of New..., Nonprofits, Customer Service, Leadership Development, Public Speaking, Time Management
Education
NewNorth Center 2012 — 2013
Innovation Methods Certification
DePauw University 2004 — 2008
Bachelors, Economics, Spanish
West Ottawa High School 2000 — 2004
Lakeshore Nonprofit Alliance October 2013 - Present
Ottawa County Human Services Coordinating Council October 2013 - Present
Healthier Holland May 2013 - Present
TEDxMacatawa January 2011 - Present
Holland Rescue Mission February 2012 - July 2014
Watershed Strategies August 2012 - October 2013
Whittaker Associates December 2011 - June 2013
Northwestern Mutual Financial Network September 2008 - August 2011
Skills
Non-profits, Strategic Planning, Community Development, Financial Services, Writing, Event Planning, Research, Event Management, Community Outreach, Data Analysis, Organizational..., Program Management, Development Of New..., Nonprofits, Customer Service, Leadership Development, Public Speaking, Time Management
Education
NewNorth Center 2012 — 2013
Innovation Methods Certification
DePauw University 2004 — 2008
Bachelors, Economics, Spanish
West Ottawa High School 2000 — 2004
Krystal West Krystal West's Northwestern Mutual Financial Network Experience January 2009 - May 2009
Job Assistant Portfolio Manager at Zemenick & Walker, Inc
Industry Financial Services
Experience
Zemenick & Walker, Inc March 2013 - Present
Zemenick & Walker October 2011 - Present
Youth Technology and Education Center January 2010 - August 2010
Northwestern Mutual Financial Network January 2009 - May 2009
Skills
Equities, Financial Analysis, Investments, Microsoft Excel, Data Analysis, Access, PowerPoint, Financial Modeling, Analysis, Accounting, Market Research
Education
College for Financial Planning 2012 — 2015
CFP Education Program, Financial Planning and Services
Saint Louis University - John Cook School of BusinessSt 2007 — 2011
Bachelor of Science, Business Administration
Zemenick & Walker, Inc March 2013 - Present
Zemenick & Walker October 2011 - Present
Youth Technology and Education Center January 2010 - August 2010
Northwestern Mutual Financial Network January 2009 - May 2009
Skills
Equities, Financial Analysis, Investments, Microsoft Excel, Data Analysis, Access, PowerPoint, Financial Modeling, Analysis, Accounting, Market Research
Education
College for Financial Planning 2012 — 2015
CFP Education Program, Financial Planning and Services
Saint Louis University - John Cook School of BusinessSt 2007 — 2011
Bachelor of Science, Business Administration
Casey Hooker Casey Hooker's Northwestern Mutual Financial Network Experience March 2009 - December 2009
Job Senior Account Manager at Houska Insurance Services
Industry Insurance
Experience
Houska Insurance Services, Inc. July 2013 - Present
Houska Insurance Services, Inc. July 2011 - Present
Strategic Employee Benefit Services March 2010 - July 2011
Northwestern Mutual Financial Network March 2009 - December 2009
BioNJ 2009 - 2009
Skills
Employee Benefits, Health Insurance, Employee Engagement, Employee Communications, Employee Retention, Healthcare Consulting, Group Insurance, Insurance, Business Process..., Business Development, Marketing, Negotiation, Leadership, Time Management, Recruiting, Microsoft Excel, Disability Insurance
Education
Drew University 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Houska Insurance Services, Inc. July 2013 - Present
Houska Insurance Services, Inc. July 2011 - Present
Strategic Employee Benefit Services March 2010 - July 2011
Northwestern Mutual Financial Network March 2009 - December 2009
BioNJ 2009 - 2009
Skills
Employee Benefits, Health Insurance, Employee Engagement, Employee Communications, Employee Retention, Healthcare Consulting, Group Insurance, Insurance, Business Process..., Business Development, Marketing, Negotiation, Leadership, Time Management, Recruiting, Microsoft Excel, Disability Insurance
Education
Drew University 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Corrie Judge Krems Corrie Judge Krems's Northwestern Mutual Financial Network Experience December 2002 - May 2004
Job Director of Operations at Eastridge Workforce Solutions
Industry Financial Services
Experience
Eastridge Workforce Solutions August 2011 - Present
Secure Talent - A Subsidiary of Eplica August 2011 - Present
Employer Services - A Division of Eplica April 2011 - December 2012
Employer Services - A Division of Eplica September 2009 - March 2011
Employer Services - A Division of Eplica October 2007 - September 2009
Ajilon Finance August 2004 - April 2007
Northwestern Mutual Financial Network December 2002 - May 2004
Peace Corps May 2001 - August 2002
Skills
Staffing Services, Leadership, Technical Recruiting, Employee Relations, Team Leadership, Recruiting, Human Resources, Team Building, Talent Acquisition, Temporary Placement, Applicant Tracking..., Event Planning, Project Management, Temporary Staffing, Time Management, Training
Education
Duke University 1997 — 2001
Bachelors, Public Policy, Chinese Language
Eastridge Workforce Solutions August 2011 - Present
Secure Talent - A Subsidiary of Eplica August 2011 - Present
Employer Services - A Division of Eplica April 2011 - December 2012
Employer Services - A Division of Eplica September 2009 - March 2011
Employer Services - A Division of Eplica October 2007 - September 2009
Ajilon Finance August 2004 - April 2007
Northwestern Mutual Financial Network December 2002 - May 2004
Peace Corps May 2001 - August 2002
Skills
Staffing Services, Leadership, Technical Recruiting, Employee Relations, Team Leadership, Recruiting, Human Resources, Team Building, Talent Acquisition, Temporary Placement, Applicant Tracking..., Event Planning, Project Management, Temporary Staffing, Time Management, Training
Education
Duke University 1997 — 2001
Bachelors, Public Policy, Chinese Language
Marty McTigue Marty McTigue's Northwestern Mutual Financial Network Experience May 2009 - May 2010
Job Social Media Strategist | Web Developer | Search Engine Optimization (SEO) | Google Marketing Specialist
Industry Internet
Experience
Skol Marketing January 2014 - Present
Proto Labs December 2012 - January 2014
Venture Peer Ministry September 2002 - March 2013
Hamline University November 2012 - December 2012
Google September 2011 - October 2012
Walser Automotive Group November 2010 - September 2011
Northwestern Mutual Financial Network May 2009 - May 2010
College of Saint Benedict and Saint John’s University August 2006 - May 2010
Vector Marketing May 2008 - August 2008
Skills
Social Media, Social Media Marketing, Facebook, Sales, SEO, Marketing Strategy, Customer Service, Management, Google Docs, Google+, Google Apps, Twitter, Teamwork, Time Management, Leadership, Marketing, Microsoft Office, Account Management, Google Maps, Field Marketing, Gmail, Photoshop, Asian Studies, Sales Operations, CNC manufacturing, Injection Molding, Plastics, Video Editing, Product Marketing, Marketing Communications, Social Networking, Training
Education
College of Saint Benedict and Saint John's University 2006 — 2010
Bachelor of Arts, Management; Leadership and Organization
Skol Marketing January 2014 - Present
Proto Labs December 2012 - January 2014
Venture Peer Ministry September 2002 - March 2013
Hamline University November 2012 - December 2012
Google September 2011 - October 2012
Walser Automotive Group November 2010 - September 2011
Northwestern Mutual Financial Network May 2009 - May 2010
College of Saint Benedict and Saint John’s University August 2006 - May 2010
Vector Marketing May 2008 - August 2008
Skills
Social Media, Social Media Marketing, Facebook, Sales, SEO, Marketing Strategy, Customer Service, Management, Google Docs, Google+, Google Apps, Twitter, Teamwork, Time Management, Leadership, Marketing, Microsoft Office, Account Management, Google Maps, Field Marketing, Gmail, Photoshop, Asian Studies, Sales Operations, CNC manufacturing, Injection Molding, Plastics, Video Editing, Product Marketing, Marketing Communications, Social Networking, Training
Education
College of Saint Benedict and Saint John's University 2006 — 2010
Bachelor of Arts, Management; Leadership and Organization
Josh Cockrell Josh Cockrell's Northwestern Mutual Financial Network Experience November 2008 - October 2009
Job Director, Economic Development at Infinity Global Solutions, LLC
Industry Government Relations
Experience
Infinity Global Solutions, LLC March 2013 - Present
Pass Consulting Group, LLC October 2011 - March 2013
St. Vincent's HealthCare Foundation October 2010 - September 2011
Community Rehabilitation Center October 2009 - August 2010
Northwestern Mutual Financial Network November 2008 - October 2009
Skills
Fundraising, Public Relations, Campaign Strategy, Non-profits, Grassroots Mobilization, Campaign Management, Grassroots Organizing, Press Releases, Management, Advertising, Awareness, Public Speaking, Political Campaigns, Community Outreach, Nonprofits, Volunteer Management, Politics, Media Relations, Strategic Communications, Program Management, Crisis Communications, Social Networking, Government, Policy, Political Consulting, Customer Service, Event Planning, Social Media, Community Development, Corporate Communications, Economic Development, Event Management, Grant Writing, Leadership, Marketing, Newsletters, Philanthropy, Policy Analysis, Public Policy, Sales, Speech Writing, Strategic Planning
Education
Jacksonville University 2013 — 2016
Master’s Degree, Public Policy
College of Charleston 2003 — 2006
Bachelor’s Degree, Political Science
Infinity Global Solutions, LLC March 2013 - Present
Pass Consulting Group, LLC October 2011 - March 2013
St. Vincent's HealthCare Foundation October 2010 - September 2011
Community Rehabilitation Center October 2009 - August 2010
Northwestern Mutual Financial Network November 2008 - October 2009
Skills
Fundraising, Public Relations, Campaign Strategy, Non-profits, Grassroots Mobilization, Campaign Management, Grassroots Organizing, Press Releases, Management, Advertising, Awareness, Public Speaking, Political Campaigns, Community Outreach, Nonprofits, Volunteer Management, Politics, Media Relations, Strategic Communications, Program Management, Crisis Communications, Social Networking, Government, Policy, Political Consulting, Customer Service, Event Planning, Social Media, Community Development, Corporate Communications, Economic Development, Event Management, Grant Writing, Leadership, Marketing, Newsletters, Philanthropy, Policy Analysis, Public Policy, Sales, Speech Writing, Strategic Planning
Education
Jacksonville University 2013 — 2016
Master’s Degree, Public Policy
College of Charleston 2003 — 2006
Bachelor’s Degree, Political Science
Brianna R. Tomlinson Brianna R. Tomlinson's Northwestern Mutual Financial Network Experience January 2008 - May 2008
Job VP, Senior Relationship Manager at Bank of the West
Industry Banking
Experience
Bank of the West April 2015 - Present
Smoky Hill High School Cross Country August 2010 - Present
Olive & Rind, LLC June 2012 - Present
Farm Credit Administration June 2008 - April 2015
Farm Credit Adminstration March 2013 - July 2013
Farm Credit Administration June 2008 - October 2011
Northwestern Mutual Financial Network January 2008 - May 2008
Skills
Management, Finance, Financial Analysis, Banking, Credit Risk, Training, Leadership, Risk Management, Credit Analysis, Time Management, Data Analysis, Report Writing, Access, Coaching, Microsoft Office, Budgets, Fashion, Credit, Auditing, Public Speaking, Financial Regulation, Internal Controls, Project Planning, Business Analysis, Portfolio Management, Team Leadership, Problem Solving, PowerPoint, Analysis, Proven Leadership Skills, Customer Service, Lotus Notes, Organized and Punctual, Attention To Detail, Compliance, Positive Attitude, Documentation, Governance, Personal Shopping, Commercial Lending, Commercial Banking, Agricultural Lending
Education
Pacific Coast Banking School 2012 — 2014
Graduate Certificate, Banking
Colorado State University 2003 — 2008
Bachelor of Arts, Economics
Bank of the West April 2015 - Present
Smoky Hill High School Cross Country August 2010 - Present
Olive & Rind, LLC June 2012 - Present
Farm Credit Administration June 2008 - April 2015
Farm Credit Adminstration March 2013 - July 2013
Farm Credit Administration June 2008 - October 2011
Northwestern Mutual Financial Network January 2008 - May 2008
Skills
Management, Finance, Financial Analysis, Banking, Credit Risk, Training, Leadership, Risk Management, Credit Analysis, Time Management, Data Analysis, Report Writing, Access, Coaching, Microsoft Office, Budgets, Fashion, Credit, Auditing, Public Speaking, Financial Regulation, Internal Controls, Project Planning, Business Analysis, Portfolio Management, Team Leadership, Problem Solving, PowerPoint, Analysis, Proven Leadership Skills, Customer Service, Lotus Notes, Organized and Punctual, Attention To Detail, Compliance, Positive Attitude, Documentation, Governance, Personal Shopping, Commercial Lending, Commercial Banking, Agricultural Lending
Education
Pacific Coast Banking School 2012 — 2014
Graduate Certificate, Banking
Colorado State University 2003 — 2008
Bachelor of Arts, Economics
Hung T. Phan Hung T. Phan's Northwestern Mutual Financial Network Experience January 2009 - January 2010
Job Finance Manager
Industry Automotive
Experience
Audi Palo Alto February 2015 - Present
Allie and Belle Designs January 2010 - Present
South Bay Honda July 2014 - February 2015
Los Gatos Acura August 2013 - July 2014
Stevens Creek Audi May 2010 - August 2013
Strategic Financial Group of California November 2009 - February 2011
Northwestern Mutual Financial Network January 2009 - January 2010
Capitol Honda April 2006 - January 2009
Capitol Toyota May 2004 - April 2006
Skills
E-commerce, Selling, Negotiation, Sales, Investments, Strategic Financial..., Business Planning, Training, Social Media, Finance, Long-term Care, Project Planning, Life Insurance, Estate Planning, Insurance, Customer Service, Mutual Funds, Financial Analysis, Public Speaking, Retirement, Retirement Planning, Leadership, Management, Financial Planning, Team Building
Education
De Anza College 2000 — 2002
cont., business marketing
Audi Palo Alto February 2015 - Present
Allie and Belle Designs January 2010 - Present
South Bay Honda July 2014 - February 2015
Los Gatos Acura August 2013 - July 2014
Stevens Creek Audi May 2010 - August 2013
Strategic Financial Group of California November 2009 - February 2011
Northwestern Mutual Financial Network January 2009 - January 2010
Capitol Honda April 2006 - January 2009
Capitol Toyota May 2004 - April 2006
Skills
E-commerce, Selling, Negotiation, Sales, Investments, Strategic Financial..., Business Planning, Training, Social Media, Finance, Long-term Care, Project Planning, Life Insurance, Estate Planning, Insurance, Customer Service, Mutual Funds, Financial Analysis, Public Speaking, Retirement, Retirement Planning, Leadership, Management, Financial Planning, Team Building
Education
De Anza College 2000 — 2002
cont., business marketing
Stephanie Boddy Stephanie Boddy's Northwestern Mutual Financial Network Experience April 2008 - November 2008
Job Client Partner at FranklinCovey
Industry Professional Training & Coaching
Experience
FranklinCovey September 2013 - Present
FranklinCovey January 2012 - August 2013
FranklinCovey August 2010 - December 2011
Mad River Bar & Grille October 2007 - May 2010
Northwestern Mutual Financial Network April 2008 - November 2008
Skills
Talent Management, Cold Calling, Training Delivery, Sales Operations, Employee Engagement, Employee Training, Workshop Facilitation, Event Planning, Email Marketing, Advertising, Facebook, Personal Development, Program Management, Microsoft Office, Entrepreneurship, Recruiting, Event Management, Project Management, Process Improvement, Competitive Analysis
Education
DePaul University 2006 — 2010
B.S., Marketing and Operations Management
Marist High School 2002 — 2006
FranklinCovey September 2013 - Present
FranklinCovey January 2012 - August 2013
FranklinCovey August 2010 - December 2011
Mad River Bar & Grille October 2007 - May 2010
Northwestern Mutual Financial Network April 2008 - November 2008
Skills
Talent Management, Cold Calling, Training Delivery, Sales Operations, Employee Engagement, Employee Training, Workshop Facilitation, Event Planning, Email Marketing, Advertising, Facebook, Personal Development, Program Management, Microsoft Office, Entrepreneurship, Recruiting, Event Management, Project Management, Process Improvement, Competitive Analysis
Education
DePaul University 2006 — 2010
B.S., Marketing and Operations Management
Marist High School 2002 — 2006
Walter Casagrande Walter Casagrande's Northwestern Mutual Financial Network Experience December 2004 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual Financial Network December 2004 - Present
Education
Drexel University - LeBow College of Business 2000 — 2005
Bachelor of Science
Northwestern Mutual Financial Network December 2004 - Present
Education
Drexel University - LeBow College of Business 2000 — 2005
Bachelor of Science
Kelli Lane Redfield's Northwestern Mutual Financial Network Experience February 2005 - August 2005
Job Speaker
Industry Internet
Experience
FIDM May 2012 - Present
Darling Magazine October 2006 - Present
Yahoo! June 2009 - May 2012
Darling Magazine LLC September 2006 - August 2010
Concordia University September 2006 - January 2007
Northwestern Mutual Financial Network February 2005 - August 2005
Skills
Online Advertising, Advertising, Digital Marketing, Blogging, Writing, Creative Writer, Art Direction, Styling, Creative Content...
Education
Concordia University-Irvine 2002 — 2007
B.A, Mass Communications and English Literature
University of Limerick 2006 — 2006
FIDM May 2012 - Present
Darling Magazine October 2006 - Present
Yahoo! June 2009 - May 2012
Darling Magazine LLC September 2006 - August 2010
Concordia University September 2006 - January 2007
Northwestern Mutual Financial Network February 2005 - August 2005
Skills
Online Advertising, Advertising, Digital Marketing, Blogging, Writing, Creative Writer, Art Direction, Styling, Creative Content...
Education
Concordia University-Irvine 2002 — 2007
B.A, Mass Communications and English Literature
University of Limerick 2006 — 2006
Myra Very, CRPC® Myra Very, CRPC®'s Northwestern Mutual Financial Network Experience December 2004 - June 2008
Job CBSI Dual Program Executive at CUNA Mutual Group
Industry Financial Services
Experience
DECU April 2011 - October 2014
Aviva Investors North America July 2008 - March 2011
Northwestern Mutual Financial Network December 2004 - June 2008
Skills
Series 7, Investments, Retirement Planning, Securities, Financial Services, Asset Management, Wealth Management, Sales Management, Bonds, Series 66, Series 24, Insurance, Fund Accounting, Trading Systems, Bloomberg, Investment Operations..., Personal Financial..., Financial Advisory, Back Office, Investment Advisor..., IRAs, Long Term Care Insurance, Trade Operations, Trade Compliance, Corporate Actions, Middle Office, Derivative Operations, Global Operations, Financial Markets, Disability Insurance, Fixed Income Operations, Asset Managment, Series 65, Financial Planning
Education
The American College 2013 — 2016
Chartered Financial Consultant - currently enrolled, Financial Planning
College for Financial Planning
Chartered Retirement Planning Counselor - CRPC
University of Mary 2004 — 2005
MBA, Business
North Dakota State University 1997 — 2001
Bachelor of Science, Business Administration
DECU April 2011 - October 2014
Aviva Investors North America July 2008 - March 2011
Northwestern Mutual Financial Network December 2004 - June 2008
Skills
Series 7, Investments, Retirement Planning, Securities, Financial Services, Asset Management, Wealth Management, Sales Management, Bonds, Series 66, Series 24, Insurance, Fund Accounting, Trading Systems, Bloomberg, Investment Operations..., Personal Financial..., Financial Advisory, Back Office, Investment Advisor..., IRAs, Long Term Care Insurance, Trade Operations, Trade Compliance, Corporate Actions, Middle Office, Derivative Operations, Global Operations, Financial Markets, Disability Insurance, Fixed Income Operations, Asset Managment, Series 65, Financial Planning
Education
The American College 2013 — 2016
Chartered Financial Consultant - currently enrolled, Financial Planning
College for Financial Planning
Chartered Retirement Planning Counselor - CRPC
University of Mary 2004 — 2005
MBA, Business
North Dakota State University 1997 — 2001
Bachelor of Science, Business Administration
Duncan Sattler Duncan Sattler's Northwestern Mutual Financial Network Experience October 2005 - December 2009
Job
Industry Insurance
Experience
Midwest Care Management Services, Inc March 2015 - Present
TesTeachers June 2013 - Present
City Colleges of Chicago January 2011 - May 2014
Healthcare Solutions Team November 2009 - November 2010
Northwestern Mutual Financial Network October 2005 - December 2009
Holland Capital Management June 2000 - September 2005
Prudential Financial October 1999 - May 2000
Skills
Investments, Financial Analysis, Asset Managment, Insurance, Strategic Financial..., Fixed Annuities, Series 7, Retirement Planning, Disability Insurance, Portfolio Management, Life Insurance, Mutual Funds, Fixed Income, Economics, Access, Asset Management, Teaching, Financial Planning, Public Speaking, Customer Service, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Financial Analysis
North Park University 1996 — 2000
BA, Economics
New Holstein High School 1992 — 1996
High School Diploma
Midwest Care Management Services, Inc March 2015 - Present
TesTeachers June 2013 - Present
City Colleges of Chicago January 2011 - May 2014
Healthcare Solutions Team November 2009 - November 2010
Northwestern Mutual Financial Network October 2005 - December 2009
Holland Capital Management June 2000 - September 2005
Prudential Financial October 1999 - May 2000
Skills
Investments, Financial Analysis, Asset Managment, Insurance, Strategic Financial..., Fixed Annuities, Series 7, Retirement Planning, Disability Insurance, Portfolio Management, Life Insurance, Mutual Funds, Fixed Income, Economics, Access, Asset Management, Teaching, Financial Planning, Public Speaking, Customer Service, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Financial Analysis
North Park University 1996 — 2000
BA, Economics
New Holstein High School 1992 — 1996
High School Diploma
Nan Wang Nan Wang's Northwestern Mutual Financial Network Experience 2005 - 2005
Job
Industry Computer Software
Experience
Fantasy Sports Entrepeneur April 2014 - Present
Neuberger Berman September 2009 - March 2014
China Investment Corporation February 2011 - July 2011
Fidelity Investments July 2006 - September 2009
Fidelity Investments 2006 - 2009
Northwestern Mutual Financial Network 2005 - 2005
Skills
Financial Modeling, Strategy, Private Equity, Mergers & Acquisitions, Portfolio Management, Business Strategy, Investments, Finance, Management, Business Development, Valuation, Fantasy Sports, Fantasy Football, Venture Capital, Early-stage Startups
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Bridge
Dartmouth College 2002 — 2006
BA
University of Pretoria/Universiteit van Pretoria 2004 — 2004
Fantasy Sports Entrepeneur April 2014 - Present
Neuberger Berman September 2009 - March 2014
China Investment Corporation February 2011 - July 2011
Fidelity Investments July 2006 - September 2009
Fidelity Investments 2006 - 2009
Northwestern Mutual Financial Network 2005 - 2005
Skills
Financial Modeling, Strategy, Private Equity, Mergers & Acquisitions, Portfolio Management, Business Strategy, Investments, Finance, Management, Business Development, Valuation, Fantasy Sports, Fantasy Football, Venture Capital, Early-stage Startups
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Bridge
Dartmouth College 2002 — 2006
BA
University of Pretoria/Universiteit van Pretoria 2004 — 2004
Sam Ellis's Northwestern Mutual Financial Network Experience January 2014 - January 2015
Job Student
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 2014 - January 2015
Education
Grand Valley State University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
Davenport University
Northwestern Mutual Financial Network January 2014 - January 2015
Education
Grand Valley State University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
Davenport University
Jeff Donham, CFP®'s Northwestern Mutual Financial Network Experience April 2005 - May 2008
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2013 - Present
New York Life Insurance Company October 2011 - December 2012
LPL Financial (Dingman Financial Services) May 2008 - August 2011
Northwestern Mutual April 2005 - May 2008
Northwestern Mutual Financial Network April 2005 - May 2008
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Mutual Funds, Estate Planning, Insurance, Securities, Asset Allocation, Series 7, Finance, Life Insurance, Small Business, Bonds, High Net Worth..., Financial Planning, Long Term Care Insurance
Education
Virginia Tech 2001 — 2005
B.S., Finance
College for Financial Planning
CFP Certification Professional Education Program
Virginia Tech 2001 — 2005
B.S. Business, Finance; Risk Management
Godwin High School 1997 — 2001
Northwestern Mutual March 2013 - Present
New York Life Insurance Company October 2011 - December 2012
LPL Financial (Dingman Financial Services) May 2008 - August 2011
Northwestern Mutual April 2005 - May 2008
Northwestern Mutual Financial Network April 2005 - May 2008
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Mutual Funds, Estate Planning, Insurance, Securities, Asset Allocation, Series 7, Finance, Life Insurance, Small Business, Bonds, High Net Worth..., Financial Planning, Long Term Care Insurance
Education
Virginia Tech 2001 — 2005
B.S., Finance
College for Financial Planning
CFP Certification Professional Education Program
Virginia Tech 2001 — 2005
B.S. Business, Finance; Risk Management
Godwin High School 1997 — 2001
Ed McGill CFP CLU ChFC CASL RICP's Northwestern Mutual Financial Network Experience May 1990 - Present
Job Wealth Management Advisor at McGill Junge Financial
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 1990 - Present
Education
Drake University 1986 — 1990
Marketing
Northwestern Mutual Financial Network May 1990 - Present
Education
Drake University 1986 — 1990
Marketing
Dina Reider-Hicks Dina Reider-Hicks's Northwestern Mutual Financial Network Experience 1999 - 2001
Job Government Affairs Manager at Waste Management
Industry Marketing and Advertising
Experience
Waste Management May 2013 - Present
Economic Development Commission of Florida's Space Coast January 2010 - May 2013
Delaware Economic Development Office May 2006 - July 2009
Delta Development Group July 2004 - April 2006
Harrisburg Regional Chamber & Capital Region Economic Development Corporation 2001 - 2004
Northwestern Mutual Financial Network 1999 - 2001
93.5 WTPA The Rock of Central PA 1995 - 1999
WRLP-FM Rock 103 1994 - 1995
Starview 92.7 1990 - 1994
WIYY-FM 98 Rock 1988 - 1990
Skills
Public Relations, Media Relations, Strategic Planning, Policy, Event Planning, Public Speaking, Marketing Strategy, Social Media, New Business Development, Marketing, Business Development, Event Management, Budgets, Program Management, Social Media Marketing, Social Networking, Brand Development, Newsletters, Team Building, Management, Press Releases, Fundraising, Email Marketing, Recruiting, Marketing Communications, Advertising, Leadership
Education
DeSales University 2002 — 2007
Master of Business Administration (MBA)
Towson University 1985 — 1988
B.S., Mass Communications
Waste Management May 2013 - Present
Economic Development Commission of Florida's Space Coast January 2010 - May 2013
Delaware Economic Development Office May 2006 - July 2009
Delta Development Group July 2004 - April 2006
Harrisburg Regional Chamber & Capital Region Economic Development Corporation 2001 - 2004
Northwestern Mutual Financial Network 1999 - 2001
93.5 WTPA The Rock of Central PA 1995 - 1999
WRLP-FM Rock 103 1994 - 1995
Starview 92.7 1990 - 1994
WIYY-FM 98 Rock 1988 - 1990
Skills
Public Relations, Media Relations, Strategic Planning, Policy, Event Planning, Public Speaking, Marketing Strategy, Social Media, New Business Development, Marketing, Business Development, Event Management, Budgets, Program Management, Social Media Marketing, Social Networking, Brand Development, Newsletters, Team Building, Management, Press Releases, Fundraising, Email Marketing, Recruiting, Marketing Communications, Advertising, Leadership
Education
DeSales University 2002 — 2007
Master of Business Administration (MBA)
Towson University 1985 — 1988
B.S., Mass Communications
James Denton's Northwestern Mutual Financial Network Experience June 2010 - April 2012
Job Loan Consultant at New American Funding
Industry Banking
Experience
New American Funding September 2014 - Present
USA Mortgage September 2012 - September 2014
Triad High School February 2012 - November 2013
Northwestern Mutual Financial Network June 2010 - April 2012
Regions 2012 - 2012
Teklab, Inc. December 2009 - January 2010
Skills
Mortgage Lending, Residential Mortgages, Customer Service, Microsoft Excel, Microsoft Word, Investments, FHA, VA loans, USDA Rural Housing, Refinance, Leadership, Finance, Credit, Loans, Coaching, VA Loans, Sales
Education
Delta State University 2007 — 2010
BBA, Business Administration
New American Funding September 2014 - Present
USA Mortgage September 2012 - September 2014
Triad High School February 2012 - November 2013
Northwestern Mutual Financial Network June 2010 - April 2012
Regions 2012 - 2012
Teklab, Inc. December 2009 - January 2010
Skills
Mortgage Lending, Residential Mortgages, Customer Service, Microsoft Excel, Microsoft Word, Investments, FHA, VA loans, USDA Rural Housing, Refinance, Leadership, Finance, Credit, Loans, Coaching, VA Loans, Sales
Education
Delta State University 2007 — 2010
BBA, Business Administration
Aron D. Huddleston, CFA Aron D. Huddleston, CFA's Northwestern Mutual Financial Network Experience March 2000 - August 2000
Job Wealth Advisor, Research Analyst & Portfolio Manager Actively Seeking New Opportunities
Industry Investment Management
Experience
Manarin Investment Counsel 2000 - 2015
Northwestern Mutual Financial Network March 2000 - August 2000
SMITH HAYES Financial Services February 2000 - May 2000
Skills
Investments, Portfolio Management, Investment Advisory, Asset Management, Asset Allocation, Retirement Planning, Wealth Management, Investment Research, Mutual Funds, ETFs, Alternative Investments, Business Strategy, Investment Education, Radio Host, Small Business, 401k Rollovers, Financial Planning, Retirement Income..., Client Relationship..., Client Acquisition, Real Estate Investment, Morningstar Direct, Morningstar Office, Money Guide Pro, goalgamiPro, Advisory World, Pershing NetX360, TD Ameritrade..., Salesforce.com, Orion Advisor Services, Microsoft Excel, PowerPoint, Finance, Securities, Financial Services
Education
Creighton University's Heider College of Business 2006 — 2009
Master's degree, Master of Investment Management and Financial Analysis (MIMFA)
Nebraska Wesleyan University 1997 — 2001
BS, Business Administration
Washington University in St. Louis 2000 — 2000
Mechanical Engineering
Manarin Investment Counsel 2000 - 2015
Northwestern Mutual Financial Network March 2000 - August 2000
SMITH HAYES Financial Services February 2000 - May 2000
Skills
Investments, Portfolio Management, Investment Advisory, Asset Management, Asset Allocation, Retirement Planning, Wealth Management, Investment Research, Mutual Funds, ETFs, Alternative Investments, Business Strategy, Investment Education, Radio Host, Small Business, 401k Rollovers, Financial Planning, Retirement Income..., Client Relationship..., Client Acquisition, Real Estate Investment, Morningstar Direct, Morningstar Office, Money Guide Pro, goalgamiPro, Advisory World, Pershing NetX360, TD Ameritrade..., Salesforce.com, Orion Advisor Services, Microsoft Excel, PowerPoint, Finance, Securities, Financial Services
Education
Creighton University's Heider College of Business 2006 — 2009
Master's degree, Master of Investment Management and Financial Analysis (MIMFA)
Nebraska Wesleyan University 1997 — 2001
BS, Business Administration
Washington University in St. Louis 2000 — 2000
Mechanical Engineering
Bada Kim Bada Kim's Northwestern Mutual Financial Network Experience June 2012 - July 2012
Job Student at Cornell University
Industry Financial Services
Experience
PricewaterhouseCoopers Consulting July 2014 - August 2014
Northwestern Mutual Financial Network June 2012 - July 2012
Republic of Korea Defense Intelligence Command September 2009 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Microsoft Office, Economics, Research, Financial Analysis
Education
Cornell University 2008 — 2015
Economics, Bachelor's Degree
Emory University 2007 — 2008
Bachelor's Degree
PricewaterhouseCoopers Consulting July 2014 - August 2014
Northwestern Mutual Financial Network June 2012 - July 2012
Republic of Korea Defense Intelligence Command September 2009 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Microsoft Office, Economics, Research, Financial Analysis
Education
Cornell University 2008 — 2015
Economics, Bachelor's Degree
Emory University 2007 — 2008
Bachelor's Degree
Lara Rainbolt's Northwestern Mutual Financial Network Experience January 1995 - July 2001
Job Conservation Program Coordinator at The Nature Conservancy
Industry Renewables & Environment
Experience
The Nature Conservancy July 2001 - Present
Northwestern Mutual Financial Network January 1995 - July 2001
American Bankers Financial Services, Inc January 1994 - January 1995
Skills
Microsoft Office, Event Planning, GIS, Administrative Support, Data Entry, PowerPoint, Outlook, Administrative..., Project Management, Public Speaking, Volunteer Management, Conservation Issues, Non-profits, Leadership, Management, Fundraising, Program Management, Nonprofits, Community Outreach
Education
Colorado Technical University-Online 2012 — 2014
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Cornerstone University 1990 — 1992
Executive Secretarial
The Nature Conservancy July 2001 - Present
Northwestern Mutual Financial Network January 1995 - July 2001
American Bankers Financial Services, Inc January 1994 - January 1995
Skills
Microsoft Office, Event Planning, GIS, Administrative Support, Data Entry, PowerPoint, Outlook, Administrative..., Project Management, Public Speaking, Volunteer Management, Conservation Issues, Non-profits, Leadership, Management, Fundraising, Program Management, Nonprofits, Community Outreach
Education
Colorado Technical University-Online 2012 — 2014
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Cornerstone University 1990 — 1992
Executive Secretarial
Kate Biddle Kate Biddle's Northwestern Mutual Financial Network Experience June 2006 - May 2007
Job Senior Associate Director of Student Affairs, Harris School of Public Policy at The University of Chicago
Industry Higher Education
Experience
The University of Chicago January 2015 - Present
Northwestern University July 2013 - January 2015
Northwestern University September 2011 - September 2013
Northwestern University July 2009 - September 2011
@ Properties September 2007 - June 2009
Northwestern University September 2007 - March 2009
Northwestern Mutual Financial Network June 2006 - May 2007
Skills
Higher Education, Academic Advising, Student Affairs, Higher Education..., Student Development, Admissions, Event Planning, Student Counseling, Public Speaking, Alumni Relations, Community Outreach, Resume Writing, Career Counseling, Student Engagement, Staff Development, Enrollment Management, Student Leadership, Career Development, Training, Marketing, Copywriting, Database Admin, Photoshop, Research, Program Development, Conflict Resolution, Web Development, InDesign, Social Networking, Student Recruiting, Academic Administration
Education
Northwestern University School of Education and Social Policy 2008 — 2009
MS, Higher Education Administration and Policy
Cornell College 2003 — 2006
B.A., English and Spanish
The University of Chicago January 2015 - Present
Northwestern University July 2013 - January 2015
Northwestern University September 2011 - September 2013
Northwestern University July 2009 - September 2011
@ Properties September 2007 - June 2009
Northwestern University September 2007 - March 2009
Northwestern Mutual Financial Network June 2006 - May 2007
Skills
Higher Education, Academic Advising, Student Affairs, Higher Education..., Student Development, Admissions, Event Planning, Student Counseling, Public Speaking, Alumni Relations, Community Outreach, Resume Writing, Career Counseling, Student Engagement, Staff Development, Enrollment Management, Student Leadership, Career Development, Training, Marketing, Copywriting, Database Admin, Photoshop, Research, Program Development, Conflict Resolution, Web Development, InDesign, Social Networking, Student Recruiting, Academic Administration
Education
Northwestern University School of Education and Social Policy 2008 — 2009
MS, Higher Education Administration and Policy
Cornell College 2003 — 2006
B.A., English and Spanish
Conrad Metz Conrad Metz's Northwestern Mutual Financial Network Experience November 2008 - August 2009
Job Currency Analyst with Metz Capital Investments
Industry Capital Markets
Experience
Metz Capital Investments February 2014 - Present
Teles Properties January 2014 - Present
Metz Properties: Prudential California Realty December 2009 - January 2014
Northwestern Mutual Financial Network November 2008 - August 2009
Metz Studios August 2005 - August 2006
OMNIsound Studios May 2005 - August 2005
Skills
Real Estate, Real Estate Transactions, Marketing, Negotiation, Sales, Investment Properties, Marketing Strategy, Online Marketing, Investments, Social Media Marketing, Contract Negotiation, Market Research, Strategic Negotiations, Financial Modeling, Brand Development, Microsoft Excel, Foreign Currency, Elliott Wave Analysis, Fibonacci Analysis, FX Trading, Quantitative Trading
Education
Investment Banking Institute 2013 — 2013
Financial Modeling, Financial Modeling and Business Valuation
University of Notre Dame - Mendoza College of Business 2012 — 2013
Executive Certificate, Negotiations
Conservatory of Recording Arts and Sciences 2003 — 2004
Master of Recording, Audio Engineering
Colorado State University
Bachelor's Degree Business Finance, Business Finance and Economics
Metz Capital Investments February 2014 - Present
Teles Properties January 2014 - Present
Metz Properties: Prudential California Realty December 2009 - January 2014
Northwestern Mutual Financial Network November 2008 - August 2009
Metz Studios August 2005 - August 2006
OMNIsound Studios May 2005 - August 2005
Skills
Real Estate, Real Estate Transactions, Marketing, Negotiation, Sales, Investment Properties, Marketing Strategy, Online Marketing, Investments, Social Media Marketing, Contract Negotiation, Market Research, Strategic Negotiations, Financial Modeling, Brand Development, Microsoft Excel, Foreign Currency, Elliott Wave Analysis, Fibonacci Analysis, FX Trading, Quantitative Trading
Education
Investment Banking Institute 2013 — 2013
Financial Modeling, Financial Modeling and Business Valuation
University of Notre Dame - Mendoza College of Business 2012 — 2013
Executive Certificate, Negotiations
Conservatory of Recording Arts and Sciences 2003 — 2004
Master of Recording, Audio Engineering
Colorado State University
Bachelor's Degree Business Finance, Business Finance and Economics
Robin Rapillo Robin Rapillo's Northwestern Mutual Financial Network Experience September 2011 - June 2012
Job Graduate School Student
Industry Higher Education
Experience
Various Schools September 2012 - Present
Northwestern Mutual Financial Network September 2011 - June 2012
Education
Concordia College 2005 — 2009
Bachelor of Science, Business Administration
Concordia College-New York
Masters, Education
Various Schools September 2012 - Present
Northwestern Mutual Financial Network September 2011 - June 2012
Education
Concordia College 2005 — 2009
Bachelor of Science, Business Administration
Concordia College-New York
Masters, Education
Lee Meisner Lee Meisner's Northwestern Mutual Financial Network Experience May 2011 - May 2012
Job Coach
Industry Sports
Experience
Pueblo East High School October 2012 - Present
Atlanta Falcons May 2012 - September 2012
Northwestern Mutual Financial Network May 2011 - May 2012
Pueblo Memorial Airport January 2011 - May 2011
Hasan School of Business January 2010 - May 2011
Skills
Insurance, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Customer Service, Sales, Prezi, Mac, XP, Fundraising, Public Relations, Leadership, Recruiting, Data Analysis, Research, Social Networking, Risk Management, Marketing, Public Speaking, Time Management
Education
Colorado State University-Pueblo 2008 — 2013
BSBA and MBA, Business Management and Business Administration, Graduate
Pueblo East High School October 2012 - Present
Atlanta Falcons May 2012 - September 2012
Northwestern Mutual Financial Network May 2011 - May 2012
Pueblo Memorial Airport January 2011 - May 2011
Hasan School of Business January 2010 - May 2011
Skills
Insurance, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Customer Service, Sales, Prezi, Mac, XP, Fundraising, Public Relations, Leadership, Recruiting, Data Analysis, Research, Social Networking, Risk Management, Marketing, Public Speaking, Time Management
Education
Colorado State University-Pueblo 2008 — 2013
BSBA and MBA, Business Management and Business Administration, Graduate
Kristen Fornes Kristen Fornes's Northwestern Mutual Financial Network Experience December 2009 - June 2011
Job Business Development Manager at SoCore Energy
Industry Renewables & Environment
Experience
Neumann Family Services May 2012 - Present
Socore Energy April 2012 - Present
BlueStar Energy Solutions June 2011 - April 2012
Northwestern Mutual Financial Network December 2009 - June 2011
Skills
Customer Relations, Risk Management, Key Account Development, Lead Generation, New Business Development, Customer Service, Sales, Project Management, Energy, Competitive Analysis, Renewable Energy, Entrepreneurship, Financial Analysis, Business Development, Account Management, Management, Contract Negotiation, Budgets, Sales Management, Finance, Strategy, Marketing Strategy, Leadership, Solar Energy
Education
DePaul University 2008 — 2011
Bachelor of Science, Finance
University of Dayton 2007 — 2008
Archbishop Alter 2004 — 2008
Neumann Family Services May 2012 - Present
Socore Energy April 2012 - Present
BlueStar Energy Solutions June 2011 - April 2012
Northwestern Mutual Financial Network December 2009 - June 2011
Skills
Customer Relations, Risk Management, Key Account Development, Lead Generation, New Business Development, Customer Service, Sales, Project Management, Energy, Competitive Analysis, Renewable Energy, Entrepreneurship, Financial Analysis, Business Development, Account Management, Management, Contract Negotiation, Budgets, Sales Management, Finance, Strategy, Marketing Strategy, Leadership, Solar Energy
Education
DePaul University 2008 — 2011
Bachelor of Science, Finance
University of Dayton 2007 — 2008
Archbishop Alter 2004 — 2008
Tim Morzel's Northwestern Mutual Financial Network Experience June 2008 - December 2008
Job Associate at Economic & Planning Systems, Inc.
Industry Real Estate
Experience
Economic & Planning Systems, Inc. September 2013 - Present
Cornell University August 2011 - May 2013
RRC Associates May 2012 - August 2012
Cornell Cooperative Extension September 2011 - December 2011
Design Connect August 2011 - December 2011
Miles Light, Business Research Division, University of Colorado January 2010 - June 2010
Natural Capitalism Solutions October 2009 - January 2010
Northwestern Mutual Financial Network June 2008 - December 2008
Education
Cornell University 2011 — 2013
Master of City and Regional Planning, Economic Development and Real Estate
University of Colorado 2004 — 2009
Bachelor of Arts, Economics
Economic & Planning Systems, Inc. September 2013 - Present
Cornell University August 2011 - May 2013
RRC Associates May 2012 - August 2012
Cornell Cooperative Extension September 2011 - December 2011
Design Connect August 2011 - December 2011
Miles Light, Business Research Division, University of Colorado January 2010 - June 2010
Natural Capitalism Solutions October 2009 - January 2010
Northwestern Mutual Financial Network June 2008 - December 2008
Education
Cornell University 2011 — 2013
Master of City and Regional Planning, Economic Development and Real Estate
University of Colorado 2004 — 2009
Bachelor of Arts, Economics
Rob Woodman Rob Woodman's Northwestern Mutual Financial Network Experience August 2006 - November 2006
Job Bookstore Marketing and Online Sales Manager at Davenport University
Industry Higher Education
Experience
Davenport University December 2013 - Present
Davenport University July 2011 - December 2013
Davenport University January 2007 - July 2011
Northwestern Mutual Financial Network August 2006 - November 2006
Railside Golf Club March 2000 - November 2006
Skills
E-business, Event Management, Process Development, Strategic Promotions, Adobe Creative Suite, Online Marketing, Information Analysis, MS Office Suite, Project Management, Inventory Management, Customer Service, Sales, College Recruiting, Merchandising, Brand Development, Google Analytics
Education
Davenport University 2004 — 2006
Bachelors of Business Administration, Marketing / E-Business
Grand Rapids Community College 2002 — 2004
Associates in Arts, Marketing
Davenport University December 2013 - Present
Davenport University July 2011 - December 2013
Davenport University January 2007 - July 2011
Northwestern Mutual Financial Network August 2006 - November 2006
Railside Golf Club March 2000 - November 2006
Skills
E-business, Event Management, Process Development, Strategic Promotions, Adobe Creative Suite, Online Marketing, Information Analysis, MS Office Suite, Project Management, Inventory Management, Customer Service, Sales, College Recruiting, Merchandising, Brand Development, Google Analytics
Education
Davenport University 2004 — 2006
Bachelors of Business Administration, Marketing / E-Business
Grand Rapids Community College 2002 — 2004
Associates in Arts, Marketing
Gary Wing Gary Wing's Northwestern Mutual Financial Network Experience 2004 - Present
Job Assoc. Wealth Mgt. Advisor at Sparks & Associates
Industry Financial Services
Experience
Sparks Financial, Northwestern Mutual September 2004 - Present
Northwestern Mutual Financial Network 2004 - Present
A.G. Edwards September 1999 - September 2004
Education
Colorado State University 1986 — 1989
Accounting
Sparks Financial, Northwestern Mutual September 2004 - Present
Northwestern Mutual Financial Network 2004 - Present
A.G. Edwards September 1999 - September 2004
Education
Colorado State University 1986 — 1989
Accounting
Leah CoCo Leah CoCo's Northwestern Mutual Financial Network Experience September 2004 - April 2007
Job Interim Manager Service at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments January 2015 - September 2015
Fidelity Investments August 2013 - January 2015
Ameriprise Financial April 2007 - August 2013
Northwestern Mutual Financial Network September 2004 - April 2007
Putnam Investments April 1996 - September 2002
First Federal Savings Bank of Boston/Family Bank February 1992 - April 1996
Education
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Southern New Hampshire University
BA, Business Administration
Fidelity Investments September 2015 - Present
Fidelity Investments January 2015 - September 2015
Fidelity Investments August 2013 - January 2015
Ameriprise Financial April 2007 - August 2013
Northwestern Mutual Financial Network September 2004 - April 2007
Putnam Investments April 1996 - September 2002
First Federal Savings Bank of Boston/Family Bank February 1992 - April 1996
Education
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Southern New Hampshire University
BA, Business Administration
Anne Staeheli Anne Staeheli's Northwestern Mutual Financial Network Experience January 2008 - May 2008
Job Portfolio Marketing Specialist at Epsilon
Industry Marketing and Advertising
Experience
Epsilon January 2015 - Present
Epsilon February 2013 - January 2015
Rocky Mountain Popcorn Company August 2011 - November 2012
Longshot Apparel June 2011 - September 2011
Greater Seattle Chamber of Commerce September 2010 - May 2011
American Diabetes Association June 2010 - August 2010
Northwest Orthopedic and Fracture Clinic May 2007 - June 2010
Greater Spokane Incorporated Chamber of Commerce June 2009 - August 2009
Northwestern Mutual Financial Network January 2008 - May 2008
City Council September 2005 - May 2006
Skills
Social Media, Facebook, Press Releases, Marketing, SEO, WordPress, InDesign, Sales Operations, Event Planning, Public Relations, Market Research, Tumblr, Photoshop, Ap Style, Illustrator, HTML, Invoicing, Expense Reports, Eloqua, Salesforce, Salesforce.com
Education
Gonzaga University 2009 — 2010
BA, Psychology, Journalism-Advertising
Creighton University 2006 — 2009
Advertising, Psychology
Hanford High School 2002 — 2006
Epsilon January 2015 - Present
Epsilon February 2013 - January 2015
Rocky Mountain Popcorn Company August 2011 - November 2012
Longshot Apparel June 2011 - September 2011
Greater Seattle Chamber of Commerce September 2010 - May 2011
American Diabetes Association June 2010 - August 2010
Northwest Orthopedic and Fracture Clinic May 2007 - June 2010
Greater Spokane Incorporated Chamber of Commerce June 2009 - August 2009
Northwestern Mutual Financial Network January 2008 - May 2008
City Council September 2005 - May 2006
Skills
Social Media, Facebook, Press Releases, Marketing, SEO, WordPress, InDesign, Sales Operations, Event Planning, Public Relations, Market Research, Tumblr, Photoshop, Ap Style, Illustrator, HTML, Invoicing, Expense Reports, Eloqua, Salesforce, Salesforce.com
Education
Gonzaga University 2009 — 2010
BA, Psychology, Journalism-Advertising
Creighton University 2006 — 2009
Advertising, Psychology
Hanford High School 2002 — 2006
Margaret (Peggy) Glass Margaret (Peggy) Glass's Northwestern Mutual Financial Network Experience October 1998 - December 2004
Job JD MBA CFP® SPHR SHRMSCP | Consultant, Facilitator, Mediator | Transitions, Change Management & Employee Engagement
Industry Human Resources
Experience
TurningPoints LLC January 2005 - Present
Northwestern Mutual Financial Network October 1998 - December 2004
Carolina Power & Light Company (now Duke Energy Progress) September 1989 - January 1997
Carolina Power & Light Company (now Duke Energy Progress) February 1982 - August 1989
Davidson and Jones Corporation December 1979 - January 1982
First Union Corporation / Cameron-Brown Company January 1976 - November 1979
Skills
Strategy, Leadership, Leadership Development, Due Diligence, Strategic Planning, Entrepreneurship, Corporate Governance, Management, Change Management, Mediation, Financial Analysis, Ethics, Coaching, Conflict Management, Human Resources, Public Speaking, Executive Coaching, Personnel Management, Executive Management, Strategic Financial..., Career Counseling, Training, Consulting, Workshop Facilitation, Cross-functional Team..., Employee Benefits, Nonprofits, Career Development, Personal Development, Organizational..., Employee Engagement, Management Consulting, Organizational..., Corporate law, Financial Services
Education
Duke University - The Fuqua School of Business
MBA, Business Administration
University of California, Hastings College of the Law
JD, Law
Mount Holyoke College
BA, Sociology
TurningPoints LLC January 2005 - Present
Northwestern Mutual Financial Network October 1998 - December 2004
Carolina Power & Light Company (now Duke Energy Progress) September 1989 - January 1997
Carolina Power & Light Company (now Duke Energy Progress) February 1982 - August 1989
Davidson and Jones Corporation December 1979 - January 1982
First Union Corporation / Cameron-Brown Company January 1976 - November 1979
Skills
Strategy, Leadership, Leadership Development, Due Diligence, Strategic Planning, Entrepreneurship, Corporate Governance, Management, Change Management, Mediation, Financial Analysis, Ethics, Coaching, Conflict Management, Human Resources, Public Speaking, Executive Coaching, Personnel Management, Executive Management, Strategic Financial..., Career Counseling, Training, Consulting, Workshop Facilitation, Cross-functional Team..., Employee Benefits, Nonprofits, Career Development, Personal Development, Organizational..., Employee Engagement, Management Consulting, Organizational..., Corporate law, Financial Services
Education
Duke University - The Fuqua School of Business
MBA, Business Administration
University of California, Hastings College of the Law
JD, Law
Mount Holyoke College
BA, Sociology
Phil Friedrich, MBA Phil Friedrich, MBA's Northwestern Mutual Financial Network Experience May 2010 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2010 - Present
Iofina Natural Gas, Inc. May 2012 - July 2012
Davisson Furniture Center August 2008 - January 2011
Skills
Disability Insurance, Long Term Care, Excel, Insurance, Word, PowerPoint, Budgeting, Term Life Insurance, Series 6, Teamwork, Financial Planning, Risk Management, Retirement Planning, Strategic Financial..., Long-term Care, Microsoft Excel, Microsoft Word, Budgets
Education
Concordia University, Nebraska 2012 — 2013
Master of Business Administration (M.B.A.), Finance and Risk Management
Concordia University, Nebraska
Finance
Concordia University - Nebraska
a B.S, Business Administration; Finance
Northwestern Mutual Financial Network May 2010 - Present
Iofina Natural Gas, Inc. May 2012 - July 2012
Davisson Furniture Center August 2008 - January 2011
Skills
Disability Insurance, Long Term Care, Excel, Insurance, Word, PowerPoint, Budgeting, Term Life Insurance, Series 6, Teamwork, Financial Planning, Risk Management, Retirement Planning, Strategic Financial..., Long-term Care, Microsoft Excel, Microsoft Word, Budgets
Education
Concordia University, Nebraska 2012 — 2013
Master of Business Administration (M.B.A.), Finance and Risk Management
Concordia University, Nebraska
Finance
Concordia University - Nebraska
a B.S, Business Administration; Finance
Philip Kreznor Philip Kreznor's Northwestern Mutual Financial Network Experience May 2008 - July 2008
Job Financial Analyst at Value Wealth Management LLC
Industry Financial Services
Experience
Value Wealth Management LLC May 2010 - Present
Times-Delphic August 2009 - May 2010
EMC Insurance Companies May 2009 - August 2009
Drake University August 2008 - May 2009
Northwestern Mutual Financial Network May 2008 - July 2008
Mercy Health System October 2004 - May 2008
Skills
RIA back office..., Income tax knowledge, Microsoft Office
Education
Drake University 2006 — 2010
Bachelor of Science in Business Administration, Finance, Accounting, and Insurance Concentration
Woodstock High School 2002 — 2006
Value Wealth Management LLC May 2010 - Present
Times-Delphic August 2009 - May 2010
EMC Insurance Companies May 2009 - August 2009
Drake University August 2008 - May 2009
Northwestern Mutual Financial Network May 2008 - July 2008
Mercy Health System October 2004 - May 2008
Skills
RIA back office..., Income tax knowledge, Microsoft Office
Education
Drake University 2006 — 2010
Bachelor of Science in Business Administration, Finance, Accounting, and Insurance Concentration
Woodstock High School 2002 — 2006
Paul Crespo Paul Crespo's Northwestern Mutual Financial Network Experience January 2011 - Present
Job Financial Representative with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 2011 - Present
J & B Restaurant Partners June 2008 - February 2011
Chartwells (Higher Education Division) 2006 - 2008
Education
Cornell University 2002 — 2006
BS, Hotel Administration
Northwestern Mutual Financial Network January 2011 - Present
J & B Restaurant Partners June 2008 - February 2011
Chartwells (Higher Education Division) 2006 - 2008
Education
Cornell University 2002 — 2006
BS, Hotel Administration
Charles Marciano Charles Marciano's Northwestern Mutual Financial Network Experience January 1999 - April 2011
Job FINANCIAL ADVISOR at NORTHWESTERN MUTUAL
Industry Financial Services
Experience
NORTHWESTERN MUTUAL January 1999 - Present
Northwestern Mutual Financial Network January 1999 - April 2011
NORTHWESTERN MUTUAL PRINCETON NJ 1999 - 2011
Skills
Retirement Planning, Due Diligence, Wealth Accumulation, 401k, Insurance
Education
Colorado State University 1966 — 1967
BUSINESS ADMINISTRATION
MESA JUNIOR COLLEGE 1964 — 1966
BUSINESS ADMINISTRATION
NORTHWESTERN MUTUAL January 1999 - Present
Northwestern Mutual Financial Network January 1999 - April 2011
NORTHWESTERN MUTUAL PRINCETON NJ 1999 - 2011
Skills
Retirement Planning, Due Diligence, Wealth Accumulation, 401k, Insurance
Education
Colorado State University 1966 — 1967
BUSINESS ADMINISTRATION
MESA JUNIOR COLLEGE 1964 — 1966
BUSINESS ADMINISTRATION
Kristina Noth, CLU Kristina Noth, CLU's Northwestern Mutual Financial Network Experience June 2009 - December 2011
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Merrill Lynch January 2012 - April 2013
Northwestern Mutual Financial Network June 2009 - December 2011
Longwood Country Club March 2001 - September 2009
The Legal Balance January 2009 - April 2009
Aflac September 2008 - December 2008
Morgan Stanley August 2007 - August 2008
Education
DePaul University 2005 — 2009
Merrill Lynch March 2013 - Present
Merrill Lynch January 2012 - April 2013
Northwestern Mutual Financial Network June 2009 - December 2011
Longwood Country Club March 2001 - September 2009
The Legal Balance January 2009 - April 2009
Aflac September 2008 - December 2008
Morgan Stanley August 2007 - August 2008
Education
DePaul University 2005 — 2009
Jessica Patti Jessica Patti's Northwestern Mutual Financial Network Experience May 2010 - June 2011
Job Executive Assistant at Amalgamated Life
Industry Insurance
Experience
Amalgamated Life April 2013 - Present
NORTHWESTERN MUTUAL FINANCIAL NETWORK May 2010 - June 2011
Greenwich Associates January 2006 - November 2008
STUDLEY, INC July 2004 - November 2005
Asset Alliance / Hedge Harbor January 2004 - July 2004
Gabelli & Company May 1998 - January 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Bloomberg, ILX, Adobe Acrobat, Illustrator, internet research, Management, Leadership, Finance
Education
Concordia College
B.A, Behavioral Science
Amalgamated Life April 2013 - Present
NORTHWESTERN MUTUAL FINANCIAL NETWORK May 2010 - June 2011
Greenwich Associates January 2006 - November 2008
STUDLEY, INC July 2004 - November 2005
Asset Alliance / Hedge Harbor January 2004 - July 2004
Gabelli & Company May 1998 - January 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Bloomberg, ILX, Adobe Acrobat, Illustrator, internet research, Management, Leadership, Finance
Education
Concordia College
B.A, Behavioral Science
Carrie Kiley Carrie Kiley's Northwestern Mutual Financial Network Experience January 2007 - August 2008
Job Affiliate Management Services Director at Academy of Nutrition and Dietetics
Industry Program Development
Experience
Academy of Nutrition and Dietetics July 2014 - Present
The Academy of Nutrition and Dietetics January 2012 - Present
Kaplan Test Prep October 2008 - November 2011
Northwestern Mutual Financial Network January 2007 - August 2008
American Councils for International Education June 2005 - December 2006
Peace Corps July 2004 - May 2005
Peace Corps December 2002 - May 2005
Skills
Event Management, Event Planning, Project Coordination, Project Implementation, Staff Training, Cultural Diversity, Microsoft Office, PowerPoint, Presentation Development, Customer Presentations, Teaching/mentoring, Management, Research, Grant Writing, Recruiting, Project Management, Nonprofits, Budgets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Leadership; Change Management
University of Wisconsin-Eau Claire 1998 — 2002
BA, Communications
Academy of Nutrition and Dietetics July 2014 - Present
The Academy of Nutrition and Dietetics January 2012 - Present
Kaplan Test Prep October 2008 - November 2011
Northwestern Mutual Financial Network January 2007 - August 2008
American Councils for International Education June 2005 - December 2006
Peace Corps July 2004 - May 2005
Peace Corps December 2002 - May 2005
Skills
Event Management, Event Planning, Project Coordination, Project Implementation, Staff Training, Cultural Diversity, Microsoft Office, PowerPoint, Presentation Development, Customer Presentations, Teaching/mentoring, Management, Research, Grant Writing, Recruiting, Project Management, Nonprofits, Budgets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Leadership; Change Management
University of Wisconsin-Eau Claire 1998 — 2002
BA, Communications
Cristhian Pedreros Cristhian Pedreros's Northwestern Mutual Financial Network Experience March 2011 - Present
Job .
Industry Financial Services
Experience
Northwestern Mutual Financial Network March 2011 - Present
. 2010 - Present
Skills
Retirement Planning, Disability Insurance, Wealth Accumulation, Strategic Financial..., Retirement, Risk Management, Long Term Care, Estate Planning, Photography, Digital Photography, Lightroom, Photoshop, Long-term Care, Financial Planning, Series 63
Education
CUNY New York City College of Technology
Advertising Design
Northwestern Mutual Financial Network March 2011 - Present
. 2010 - Present
Skills
Retirement Planning, Disability Insurance, Wealth Accumulation, Strategic Financial..., Retirement, Risk Management, Long Term Care, Estate Planning, Photography, Digital Photography, Lightroom, Photoshop, Long-term Care, Financial Planning, Series 63
Education
CUNY New York City College of Technology
Advertising Design
Jennifer Pitzka Luedtke Jennifer Pitzka Luedtke's Northwestern Mutual Financial Network Experience August 1999 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network August 1999 - Present
Northwestern Mutual August 1999 - Present
Skills
Life Insurance, Finance, Management, Securities, Disability Insurance, Retirement Planning, Fixed Annuities, Insurance, Retirement, Term Life Insurance, Mutual Funds, Strategic Financial..., Investments, 401k, Financial Analysis, Health Insurance
Education
Concordia University-Wisconsin
Bachelor, Business
Northwestern Mutual Financial Network August 1999 - Present
Northwestern Mutual August 1999 - Present
Skills
Life Insurance, Finance, Management, Securities, Disability Insurance, Retirement Planning, Fixed Annuities, Insurance, Retirement, Term Life Insurance, Mutual Funds, Strategic Financial..., Investments, 401k, Financial Analysis, Health Insurance
Education
Concordia University-Wisconsin
Bachelor, Business
Brian Harpur Brian Harpur's Northwestern Mutual Financial Network Experience 2007 - October 2012
Job Director of Insurance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2012 - Present
Northwestern Mutual Financial Network 2007 - October 2012
Education
Duke University 1992 — 1996
BA, Economics
Fordham Prep 1988 — 1996
TIAA-CREF November 2012 - Present
Northwestern Mutual Financial Network 2007 - October 2012
Education
Duke University 1992 — 1996
BA, Economics
Fordham Prep 1988 — 1996
Stephen Heydt Stephen Heydt's Northwestern Mutual Financial Network Experience November 2009 - May 2010
Job Financial Specialist at United Launch Alliance Lockheed Martin & Boeing
Industry Aviation & Aerospace
Experience
ULA - United Launch Alliance - Lockheed Martin & Boeing October 2010 - Present
Parker Recreation Center May 2004 - October 2010
Northwestern Mutual Financial Network November 2009 - May 2010
The Sports Authority July 2008 - January 2009
Candlewood knolls children's program June 2002 - August 2007
Education
Colorado State University 2006 — 2010
Finance, Business Administration
ULA - United Launch Alliance - Lockheed Martin & Boeing October 2010 - Present
Parker Recreation Center May 2004 - October 2010
Northwestern Mutual Financial Network November 2009 - May 2010
The Sports Authority July 2008 - January 2009
Candlewood knolls children's program June 2002 - August 2007
Education
Colorado State University 2006 — 2010
Finance, Business Administration
Daniel Bergan, CFP®, ChFC®, CLU®, CASL®'s Northwestern Mutual Financial Network Experience September 2008 - May 2012
Job Vice President Wealth Structuring at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Merrill Lynch May 2012 - June 2014
Northwestern Mutual Financial Network September 2008 - May 2012
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Series 7, Long-term Care, Life Insurance, Strategic Financial..., Mutual Funds, Series 63, Insurance, Investments, Long Term Care Insurance, Wealth Management, IRAs, 401k, Wealth Accumulation, Term Life Insurance, Asset Allocation, Financial Advisory, Risk Management, Estate Planning, Securities, Sales, PowerPoint, Microsoft Office, Financial Planning, Financial Planners, Customer Service
Education
Penn State University 2008 — 2010
Deerfield Academy
Princeton Day School
Williams College
Merrill Lynch June 2014 - Present
Merrill Lynch May 2012 - June 2014
Northwestern Mutual Financial Network September 2008 - May 2012
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Series 7, Long-term Care, Life Insurance, Strategic Financial..., Mutual Funds, Series 63, Insurance, Investments, Long Term Care Insurance, Wealth Management, IRAs, 401k, Wealth Accumulation, Term Life Insurance, Asset Allocation, Financial Advisory, Risk Management, Estate Planning, Securities, Sales, PowerPoint, Microsoft Office, Financial Planning, Financial Planners, Customer Service
Education
Penn State University 2008 — 2010
Deerfield Academy
Princeton Day School
Williams College
Matthew Holleran's Northwestern Mutual Financial Network Experience March 2008 - December 2013
Job Managing Partner at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Northwestern Mutual January 2014 - Present
Northwestern Mutual Financial Network March 2008 - December 2013
Education
Cornell University 1998 — 2002
Mechanical Engineering
State University of New York at Buffalo
Northwestern Mutual January 2015 - Present
Northwestern Mutual January 2014 - Present
Northwestern Mutual Financial Network March 2008 - December 2013
Education
Cornell University 1998 — 2002
Mechanical Engineering
State University of New York at Buffalo
Michael Chevalier Michael Chevalier's Northwestern Mutual Financial Network Experience June 2005 - January 2009
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Summit Financial Group, LLC January 2009 - Present
Northwestern Mutual Financial Network June 2005 - January 2009
Skills
Retirement Planning, Investments, Wealth Accumulation, Investment Advisory, Financial Planning, Long Term Care, Annuities
Education
Colorado State University 2002 — 2005
Bachelor of Sciences, Mathematics, Statistics, Finance
Summit Financial Group, LLC January 2009 - Present
Northwestern Mutual Financial Network June 2005 - January 2009
Skills
Retirement Planning, Investments, Wealth Accumulation, Investment Advisory, Financial Planning, Long Term Care, Annuities
Education
Colorado State University 2002 — 2005
Bachelor of Sciences, Mathematics, Statistics, Finance
Adam Portney Adam Portney's Northwestern Mutual Financial Network Experience January 2011 - December 2011
Job Finance and Real Estate Consultant
Industry Financial Services
Experience
Finance Consultant December 2011 - Present
Northwestern Mutual Financial Network January 2011 - December 2011
Pyramis Global Advisors June 2008 - December 2008
Bain Capital February 2005 - November 2006
US Bank January 2003 - February 2005
State Street December 1998 - January 2003
Perspectives Corporation September 1996 - December 1998
Skills
Budgeting, Financial Reporting, Financial Analysis, Financial Modeling, Bloomberg, Valuation, Investments, Asset Management, Excel, PowerPoint, Forecasting, Fixed Income, Pricing, Equities, Word, Financial Planning, Competitive Analysis, Analysis, Corporate Finance, Outlook, Data Analysis, Strategic Planning, Alternative Investments, Microsoft Office, Wealth Management, Compliance, Business Strategy, Securities, Problem Solving, Asset Allocation, Asset Managment, Budgets, Banking, Portfolio Management, Bonds, Derivatives, Leadership, Strategic Financial..., Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA
University of Rhode Island 1993 — 1997
BA
Jerusalem Fellowship Program 1997 — 1997
Finance Consultant December 2011 - Present
Northwestern Mutual Financial Network January 2011 - December 2011
Pyramis Global Advisors June 2008 - December 2008
Bain Capital February 2005 - November 2006
US Bank January 2003 - February 2005
State Street December 1998 - January 2003
Perspectives Corporation September 1996 - December 1998
Skills
Budgeting, Financial Reporting, Financial Analysis, Financial Modeling, Bloomberg, Valuation, Investments, Asset Management, Excel, PowerPoint, Forecasting, Fixed Income, Pricing, Equities, Word, Financial Planning, Competitive Analysis, Analysis, Corporate Finance, Outlook, Data Analysis, Strategic Planning, Alternative Investments, Microsoft Office, Wealth Management, Compliance, Business Strategy, Securities, Problem Solving, Asset Allocation, Asset Managment, Budgets, Banking, Portfolio Management, Bonds, Derivatives, Leadership, Strategic Financial..., Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA
University of Rhode Island 1993 — 1997
BA
Jerusalem Fellowship Program 1997 — 1997
Peter Harnisch Peter Harnisch's Northwestern Mutual Financial Network Experience September 1992 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network September 1992 - Present
Education
Colorado State University
Northwestern Mutual Financial Network September 1992 - Present
Education
Colorado State University
Chase Corder Chase Corder's Northwestern Mutual Financial Network Experience October 2007 - February 2009
Job Marketing Consultant at Steve Corder State Farm Insurance Agency
Industry Insurance
Experience
Steve Corder State Farm Insurance Agency January 2010 - Present
Worldwide Express June 2009 - December 2009
Northwestern Mutual Financial Network October 2007 - February 2009
Education
Dallas Baptist University 2010 — 2011
MBA, Marketing
Texas Christian University 2003 — 2007
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
B.B.A, Accounting & Finance
Steve Corder State Farm Insurance Agency January 2010 - Present
Worldwide Express June 2009 - December 2009
Northwestern Mutual Financial Network October 2007 - February 2009
Education
Dallas Baptist University 2010 — 2011
MBA, Marketing
Texas Christian University 2003 — 2007
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
B.B.A, Accounting & Finance
Monica Kerber Monica Kerber's Northwestern Mutual Financial Network Experience October 2002 - February 2003
Job Consultant & Owner: Kerber Consulting, LLC
Industry Financial Services
Experience
Kerber Consulting, LLC January 2011 - Present
Northwestern Mutual- Denver 2008 - 2011
Northwestern Mutual-Denver February 2003 - January 2008
Northwestern Mutual Financial Network October 2002 - February 2003
Clear Channel Communications May 1999 - December 2002
Skills
Talent Acquisition, Motivational Speaker, Certified Coach, Leadership Development, Recruiting, Sales, Coaching, Financial Services, Motivational Speaking, Career Development, Interviews, Human Resources, Leadership, Networking, Resume Writing, Strategy, Management, Team Building, Consulting, College Recruiting, Insurance, Strategic Planning, Public Speaking, Mentoring, Business Development, Time Management, Hiring
Education
Colorado State University 1999 — 2002
Bachelor of Arts, Speech Communication
Colorado State University 1999 — 2002
Speech Communications, Communication and Media Studies, Undergraduate
Kerber Consulting, LLC January 2011 - Present
Northwestern Mutual- Denver 2008 - 2011
Northwestern Mutual-Denver February 2003 - January 2008
Northwestern Mutual Financial Network October 2002 - February 2003
Clear Channel Communications May 1999 - December 2002
Skills
Talent Acquisition, Motivational Speaker, Certified Coach, Leadership Development, Recruiting, Sales, Coaching, Financial Services, Motivational Speaking, Career Development, Interviews, Human Resources, Leadership, Networking, Resume Writing, Strategy, Management, Team Building, Consulting, College Recruiting, Insurance, Strategic Planning, Public Speaking, Mentoring, Business Development, Time Management, Hiring
Education
Colorado State University 1999 — 2002
Bachelor of Arts, Speech Communication
Colorado State University 1999 — 2002
Speech Communications, Communication and Media Studies, Undergraduate
Hannah Davis, MBA, PHR's Northwestern Mutual Financial Network Experience May 2010 - September 2010
Job Payroll and Benefits Specialist at Bay Area Transportation Authority
Industry Transportation/Trucking/Railroad
Experience
Bay Area Transportation Authority August 2014 - Present
Bay Area Transportation Authority April 2014 - August 2014
Bay Area Transportation Authority February 2012 - April 2014
Northpointe Motors February 2011 - January 2012
Northwestern Mutual Financial Network May 2010 - September 2010
Northwestern Bank March 2007 - May 2010
Skills
Sales Management, Sales, Retail, Team Building, Customer Service, E-commerce, Loans, Profit, Management, Social Media Marketing, Customer Retention, New Business Development, Automobile, Finance, Automotive, Online Advertising, Credit, Customer Satisfaction, Inventory Management, Sales Process, Strategic Planning, Marketing
Education
Davenport University 2010 — 2012
MBA, Human Resources Management, 3.67
ITT Technical Institute 2006 — 2010
BS, Accounting Technology, 3.8
Bay Area Transportation Authority August 2014 - Present
Bay Area Transportation Authority April 2014 - August 2014
Bay Area Transportation Authority February 2012 - April 2014
Northpointe Motors February 2011 - January 2012
Northwestern Mutual Financial Network May 2010 - September 2010
Northwestern Bank March 2007 - May 2010
Skills
Sales Management, Sales, Retail, Team Building, Customer Service, E-commerce, Loans, Profit, Management, Social Media Marketing, Customer Retention, New Business Development, Automobile, Finance, Automotive, Online Advertising, Credit, Customer Satisfaction, Inventory Management, Sales Process, Strategic Planning, Marketing
Education
Davenport University 2010 — 2012
MBA, Human Resources Management, 3.67
ITT Technical Institute 2006 — 2010
BS, Accounting Technology, 3.8
Van Baird's Northwestern Mutual Financial Network Experience November 1999 - September 2003
Job Owner at Van Baird State Farm Agency
Industry Insurance
Experience
Van Baird State Farm Agency July 2011 - Present
Relational Equity August 2013 - Present
State Farm Insurance June 2007 - June 2011
Starnes & Van De Water September 2003 - June 2007
Northwestern Mutual Financial Network November 1999 - September 2003
Skills
Insurance, Retirement Planning, Training, Small Business, Leadership, CRM, Disability Insurance, Health Insurance, Term Life Insurance, Whole Life, Marketing, Strategy, Financial Services
Education
Columbia International University 1994 — 1997
Family Ministry, Bible
Van Baird State Farm Agency July 2011 - Present
Relational Equity August 2013 - Present
State Farm Insurance June 2007 - June 2011
Starnes & Van De Water September 2003 - June 2007
Northwestern Mutual Financial Network November 1999 - September 2003
Skills
Insurance, Retirement Planning, Training, Small Business, Leadership, CRM, Disability Insurance, Health Insurance, Term Life Insurance, Whole Life, Marketing, Strategy, Financial Services
Education
Columbia International University 1994 — 1997
Family Ministry, Bible
Ryan Kruse Ryan Kruse's Northwestern Mutual Financial Network Experience March 1997 - Present
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network March 1997 - Present
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investment Advisory, Wealth Accumulation, Irrevocable Life..., 401k Rollovers, Life Insurance, Variable Annuities, Asset Allocation, 529 Plans, Portfolio Management, IRAs, Buy-sell Agreements, Client Relations, Small Business, Financial Goals, Financial Analysis, Risk Management, Key Person Insurance, Mutual Funds, Wealth, Disability Insurance, Long Term Care Insurance, Asset Management, Budget Management, Fixed Annuities, Health Insurance
Education
Colorado State University 1992 — 1996
BS, Business Management
Fairview High School
Northwestern Mutual Financial Network March 1997 - Present
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investment Advisory, Wealth Accumulation, Irrevocable Life..., 401k Rollovers, Life Insurance, Variable Annuities, Asset Allocation, 529 Plans, Portfolio Management, IRAs, Buy-sell Agreements, Client Relations, Small Business, Financial Goals, Financial Analysis, Risk Management, Key Person Insurance, Mutual Funds, Wealth, Disability Insurance, Long Term Care Insurance, Asset Management, Budget Management, Fixed Annuities, Health Insurance
Education
Colorado State University 1992 — 1996
BS, Business Management
Fairview High School
Louis Cannataro ChFC, REBC, AEP, CASL, CLU, CLTC Louis Cannataro ChFC, REBC, AEP, CASL, CLU, CLTC's Northwestern Mutual Financial Network Experience November 1991 - Present
Job Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network November 1991 - Present
Education
American College
ChFC, CLU, CLTC, CASL, REBC
College of Mount Saint Vincent
BA, Business Managment
Manhattan College
MBA, Finance
Northwestern Mutual Financial Network November 1991 - Present
Education
American College
ChFC, CLU, CLTC, CASL, REBC
College of Mount Saint Vincent
BA, Business Managment
Manhattan College
MBA, Finance
Kyle Talmage Kyle Talmage's Northwestern Mutual Financial Network Experience May 2010 - August 2010
Job Tax Senior
Industry Financial Services
Experience
Ernst & Young January 2012 - September 2015
Ernst & Young June 2011 - August 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Skills
Microsoft Excel
Education
LIU Post 2009 — 2012
BS/MBA, Accounting
Suffolk County Community College 2006 — 2008
AS, Business Administration
Cornell University 2004 — 2006
BS, Applied Economics and Management
Ernst & Young January 2012 - September 2015
Ernst & Young June 2011 - August 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Skills
Microsoft Excel
Education
LIU Post 2009 — 2012
BS/MBA, Accounting
Suffolk County Community College 2006 — 2008
AS, Business Administration
Cornell University 2004 — 2006
BS, Applied Economics and Management
Liz Fox Liz Fox's Northwestern Mutual Financial Network Experience June 2011 - June 2012
Job
Industry Staffing and Recruiting
Experience
In-Q-Tel August 2012 - Present
Northwestern Mutual Financial Network June 2011 - June 2012
Northwestern Mutual Financial Network April 2008 - December 2011
McKinley Marketing Partners March 2004 - March 2008
Blair Incorporated July 2002 - March 2004
Marine Optical Group November 1999 - August 2001
Skills
Social Media, Public Relations, Strategic Planning, Strategic Communications, Media Relations, Social Media Marketing, Corporate Communications, Marketing, Event Management
Education
College of the Holy Cross 1995 — 1999
BA, History
In-Q-Tel August 2012 - Present
Northwestern Mutual Financial Network June 2011 - June 2012
Northwestern Mutual Financial Network April 2008 - December 2011
McKinley Marketing Partners March 2004 - March 2008
Blair Incorporated July 2002 - March 2004
Marine Optical Group November 1999 - August 2001
Skills
Social Media, Public Relations, Strategic Planning, Strategic Communications, Media Relations, Social Media Marketing, Corporate Communications, Marketing, Event Management
Education
College of the Holy Cross 1995 — 1999
BA, History
Tom O'Shea, MBA, CPA, CFP® Tom O'Shea, MBA, CPA, CFP®'s Northwestern Mutual Financial Network Experience October 2003 - December 2005
Job President at Claddagh, LLC, Financial Advisor, Helping Solve Your Financial Puzzle
Industry Financial Services
Experience
Claddagh, LLC February 2010 - Present
Principal Financial Group December 2005 - February 2010
Northwestern Mutual Financial Network October 2003 - December 2005
Lantis Eyewear May 2002 - July 2003
Playtex Apparel November 1999 - December 2001
Playtex Apparel May 1997 - November 1999
Skills
Helping Clients Succeed, Investment Advisory, Personal Financial..., Strategic Financial..., Problem Solving, 401k, 401k Rollovers, Retirement Planning, Retirement Savings, Retirement Plan..., Retirement Benefits, Qualified Retirement..., Estate Planning, Expense Budget..., Retirement, College Funding..., Financial Education, Disability Insurance, Life Insurance, Whole Life, Term Life Insurance, Long Term Care Insurance
Education
College for Financial Planning 2008 — 2008
Financial Planning
Wake Forest University School of Business 1989 — 1991
1991, Marketing
DePaul University 1982 — 1985
Bachelors, Accounting
Claddagh, LLC February 2010 - Present
Principal Financial Group December 2005 - February 2010
Northwestern Mutual Financial Network October 2003 - December 2005
Lantis Eyewear May 2002 - July 2003
Playtex Apparel November 1999 - December 2001
Playtex Apparel May 1997 - November 1999
Skills
Helping Clients Succeed, Investment Advisory, Personal Financial..., Strategic Financial..., Problem Solving, 401k, 401k Rollovers, Retirement Planning, Retirement Savings, Retirement Plan..., Retirement Benefits, Qualified Retirement..., Estate Planning, Expense Budget..., Retirement, College Funding..., Financial Education, Disability Insurance, Life Insurance, Whole Life, Term Life Insurance, Long Term Care Insurance
Education
College for Financial Planning 2008 — 2008
Financial Planning
Wake Forest University School of Business 1989 — 1991
1991, Marketing
DePaul University 1982 — 1985
Bachelors, Accounting
Josh Tirrel, CLTC Josh Tirrel, CLTC's Northwestern Mutual Financial Network Experience April 2005 - Present
Job Recruiting Field Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network April 2005 - Present
Education
Wayne State College 2002 — 2004
B.S., Business
Dakota State University 2000 — 2003
Northwestern Mutual Financial Network April 2005 - Present
Education
Wayne State College 2002 — 2004
B.S., Business
Dakota State University 2000 — 2003
Kristen Lilly Coleman Kristen Lilly Coleman's Northwestern Mutual Financial Network Experience 1999 - 2004
Job MOM
Industry Staffing and Recruiting
Experience
Coleman/Lilly Family December 2007 - Present
Remx Financial July 2006 - December 2007
Fastaff May 2005 - July 2006
Northwestern Mutual Financial Network 1999 - 2004
gallo 1994 - August 1997
Gallo Winery 1994 - 1997
Skills
Recruiting, Sales, Technical Recruiting
Education
Colorado State University 1990 — 1994
BA Communication
Coleman/Lilly Family December 2007 - Present
Remx Financial July 2006 - December 2007
Fastaff May 2005 - July 2006
Northwestern Mutual Financial Network 1999 - 2004
gallo 1994 - August 1997
Gallo Winery 1994 - 1997
Skills
Recruiting, Sales, Technical Recruiting
Education
Colorado State University 1990 — 1994
BA Communication
Brendan C. Walsh Brendan C. Walsh's Northwestern Mutual Financial Network Experience February 2007 - September 2012
Job President & Managing Partner at Catalyst Solutions Group
Industry Financial Services
Experience
Catalyst Solutions Group September 2015 - Present
Walsh Financial Group September 2012 - September 2015
Northwestern Mutual Financial Network February 2007 - September 2012
Northwestern Mutual Financial Network February 2007 - September 2012
Washington Speakers Bureau January 2004 - February 2007
Delta Kappa Epsilon International Fraternity August 2001 - December 2003
New Line Cinema 2000 - 2000
Skills
Retirement Planning, Public Speaking, Insurance, Event Planning, Investments, Fundraising, Marketing, Sales, Strategic Planning, Strategic Financial..., Fixed Annuities
Education
DePaul University 1997 — 2001
Bachelor of Arts, Music
Grosse Pointe Academy
Grosse Pointe South
Catalyst Solutions Group September 2015 - Present
Walsh Financial Group September 2012 - September 2015
Northwestern Mutual Financial Network February 2007 - September 2012
Northwestern Mutual Financial Network February 2007 - September 2012
Washington Speakers Bureau January 2004 - February 2007
Delta Kappa Epsilon International Fraternity August 2001 - December 2003
New Line Cinema 2000 - 2000
Skills
Retirement Planning, Public Speaking, Insurance, Event Planning, Investments, Fundraising, Marketing, Sales, Strategic Planning, Strategic Financial..., Fixed Annuities
Education
DePaul University 1997 — 2001
Bachelor of Arts, Music
Grosse Pointe Academy
Grosse Pointe South
Josh Bach Josh Bach's Northwestern Mutual Financial Network Experience March 2002 - June 2012
Job Partner at Red River Financial Group
Industry Financial Services
Experience
Red River Financial Group June 2012 - Present
Northwestern Mutual Financial Network March 2002 - June 2012
Skills
Insurance, Retirement Planning, Finance, Life Insurance, Public Speaking, Analysis, Customer Service, Investments, Leadership, Budgets, Estate Planning, Disability Insurance, Long Term Care Insurance
Education
Minnesota State University, Moorhead 1999 — 2001
Concordia College 1997 — 1999
Red River Financial Group June 2012 - Present
Northwestern Mutual Financial Network March 2002 - June 2012
Skills
Insurance, Retirement Planning, Finance, Life Insurance, Public Speaking, Analysis, Customer Service, Investments, Leadership, Budgets, Estate Planning, Disability Insurance, Long Term Care Insurance
Education
Minnesota State University, Moorhead 1999 — 2001
Concordia College 1997 — 1999
Jonathan Keane's Northwestern Mutual Financial Network Experience March 2011 - April 2011
Job Associate at PwC
Industry Accounting
Experience
PwC July 2013 - Present
Liberty Property Trust September 2011 - March 2012
Northwestern Mutual Financial Network March 2011 - April 2011
Mercer June 2010 - July 2010
Skills
Marketing, CRM, Public Speaking, Nonprofits, Fundraising, Management, Forecasting, Accounting, Auditing, Finance, Community Outreach, Microsoft Office, Non-profits, HTML, PowerPoint, Microsoft Excel, Leadership
Education
Drexel University - College of Business and Administration 2011 — 2013
B.S. Accounting
Gettysburg College 2008 — 2010
Harriton HS 2006 — 2008
PwC July 2013 - Present
Liberty Property Trust September 2011 - March 2012
Northwestern Mutual Financial Network March 2011 - April 2011
Mercer June 2010 - July 2010
Skills
Marketing, CRM, Public Speaking, Nonprofits, Fundraising, Management, Forecasting, Accounting, Auditing, Finance, Community Outreach, Microsoft Office, Non-profits, HTML, PowerPoint, Microsoft Excel, Leadership
Education
Drexel University - College of Business and Administration 2011 — 2013
B.S. Accounting
Gettysburg College 2008 — 2010
Harriton HS 2006 — 2008
Rebecca Wynarczyk Rebecca Wynarczyk's Northwestern Mutual Financial Network Experience September 2008 - August 2009
Job Business Processing Manager at Insight Wealth Strategies
Industry Financial Services
Experience
Insight Wealth Strategies May 2011 - Present
Northwestern Mutual Financial Network September 2008 - August 2009
KBS Capital Advisors October 2007 - July 2008
JNR Incorporated June 2006 - October 2007
Children Development Center October 2005 - June 2006
Wegmans March 2005 - July 2005
Expressions in Photography June 2004 - July 2005
Skills
Management, Customer Service, Training, Data Entry, Telephone Skills, Networking, Microsoft Excel, Microsoft Word, Time Management, Social Media
Education
Daytona State College 2002 — 2004
Associate’s Degree, Photographic Technology
Onondaga Community College 2000 — 2002
Liberal Arts
Insight Wealth Strategies May 2011 - Present
Northwestern Mutual Financial Network September 2008 - August 2009
KBS Capital Advisors October 2007 - July 2008
JNR Incorporated June 2006 - October 2007
Children Development Center October 2005 - June 2006
Wegmans March 2005 - July 2005
Expressions in Photography June 2004 - July 2005
Skills
Management, Customer Service, Training, Data Entry, Telephone Skills, Networking, Microsoft Excel, Microsoft Word, Time Management, Social Media
Education
Daytona State College 2002 — 2004
Associate’s Degree, Photographic Technology
Onondaga Community College 2000 — 2002
Liberal Arts
Courtney Beckham Courtney Beckham's Northwestern Mutual Financial Network Experience November 2007 - February 2012
Job Software Implementation Consultant at The Reynolds & Reynolds Company
Industry Computer Software
Experience
The Reynolds and Reynolds Company August 2013 - Present
Apple July 2011 - August 2013
Chicks Who Give A Puck March 2010 - March 2012
Northwestern Mutual Financial Network November 2007 - February 2012
Club Monaco November 2007 - July 2008
Club Monaco September 2006 - July 2008
Skills
Writing, Social Media, Event Planning, Social Networking, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Social Media Marketing, Research, Marketing, Blogging, Customer Service, Event Management, Editing, Time Management, Data Analysis, Outlook, Fundraising, Merchandising, OS X, Building Relationships, Promotions, Brand Management, iMovie, iWork, iPhoto, iPhone Support, Fan Pages, Facebook, Facebook Marketing, Fan Engagement, Leadership, Market Research
Education
University of St. Thomas 2004 — 2007
BA, Behavioral Neuroscience
Colorado State University 2003 — 2004
The Reynolds and Reynolds Company August 2013 - Present
Apple July 2011 - August 2013
Chicks Who Give A Puck March 2010 - March 2012
Northwestern Mutual Financial Network November 2007 - February 2012
Club Monaco November 2007 - July 2008
Club Monaco September 2006 - July 2008
Skills
Writing, Social Media, Event Planning, Social Networking, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Social Media Marketing, Research, Marketing, Blogging, Customer Service, Event Management, Editing, Time Management, Data Analysis, Outlook, Fundraising, Merchandising, OS X, Building Relationships, Promotions, Brand Management, iMovie, iWork, iPhoto, iPhone Support, Fan Pages, Facebook, Facebook Marketing, Fan Engagement, Leadership, Market Research
Education
University of St. Thomas 2004 — 2007
BA, Behavioral Neuroscience
Colorado State University 2003 — 2004
Brian Whalen's Northwestern Mutual Financial Network Experience May 2011 - February 2012
Job Senior Analyst Merchandise Finance at Walgreens
Industry Financial Services
Experience
Walgreens July 2013 - Present
PepsiCo February 2012 - July 2013
Northwestern Mutual Financial Network May 2011 - February 2012
Country Financial August 2010 - April 2011
Skills
Financial Analysis, Financial Statement..., Financial Risk, Microsoft Office, Team Leadership, Data Analysis, Financial Modeling, Business Analysis, Microsoft Excel, Corporate Finance, Leadership, Management, Risk Management
Education
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Finance
Walgreens July 2013 - Present
PepsiCo February 2012 - July 2013
Northwestern Mutual Financial Network May 2011 - February 2012
Country Financial August 2010 - April 2011
Skills
Financial Analysis, Financial Statement..., Financial Risk, Microsoft Office, Team Leadership, Data Analysis, Financial Modeling, Business Analysis, Microsoft Excel, Corporate Finance, Leadership, Management, Risk Management
Education
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Finance
Brian Polfer Brian Polfer's Northwestern Mutual Financial Network Experience June 2011 - August 2011
Job Team Lead: Intermodal Solutions
Industry Transportation/Trucking/Railroad
Experience
Load Delivered Logistics, LLC September 2014 - Present
RJW Transport March 2013 - September 2014
RJW Transport July 2012 - March 2013
Doane OWL August 2011 - May 2012
Northwestern Mutual Financial Network June 2011 - August 2011
Vector Marketing June 2008 - August 2008
Skills
Newspaper, Social Media, Publishing, Magazines, Editing, Facebook, Advertising, Online Advertising, Journalism, Public Relations, Salesforce.com, Digital Media, Ap Style, Blogging, Copy Editing, Management, Leadership, Sales, Customer Service, Container, Newspapers, Logistics Management, Business Development
Education
Doane College 2010 — 2012
BA, Business Administration
Load Delivered Logistics, LLC September 2014 - Present
RJW Transport March 2013 - September 2014
RJW Transport July 2012 - March 2013
Doane OWL August 2011 - May 2012
Northwestern Mutual Financial Network June 2011 - August 2011
Vector Marketing June 2008 - August 2008
Skills
Newspaper, Social Media, Publishing, Magazines, Editing, Facebook, Advertising, Online Advertising, Journalism, Public Relations, Salesforce.com, Digital Media, Ap Style, Blogging, Copy Editing, Management, Leadership, Sales, Customer Service, Container, Newspapers, Logistics Management, Business Development
Education
Doane College 2010 — 2012
BA, Business Administration
Brad Ledbetter, MBA, CLU®, CFP® Brad Ledbetter, MBA, CLU®, CFP®'s Northwestern Mutual Financial Network Experience June 2011 - Present
Job Financial Advisor and Field Director at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 2011 - Present
Irving ISD 2010 - 2011
Dallas Baptist University June 2008 - August 2010
Skills
Management, Recruiting, Insurance, Leadership, Sales, Customer Service, Public Speaking, Financial Analysis, Strategic Planning, Microsoft Excel, PowerPoint, Finance, Risk Management, Training, Leadership Development, Program Management
Education
Dallas Baptist University 2005 — 2010
Degree: Master, Business Administration; Project Management
Dallas Baptist University
Degree: Bachelor, Business Administration; Management
Northwestern Mutual Financial Network June 2011 - Present
Irving ISD 2010 - 2011
Dallas Baptist University June 2008 - August 2010
Skills
Management, Recruiting, Insurance, Leadership, Sales, Customer Service, Public Speaking, Financial Analysis, Strategic Planning, Microsoft Excel, PowerPoint, Finance, Risk Management, Training, Leadership Development, Program Management
Education
Dallas Baptist University 2005 — 2010
Degree: Master, Business Administration; Project Management
Dallas Baptist University
Degree: Bachelor, Business Administration; Management
Jon Stockton Jon Stockton's Northwestern Mutual Financial Network Experience October 2008 - August 2009
Job Internal Retirement Consultant Northern Los Angeles at Allianz Life
Industry Financial Services
Experience
Allianz Life March 2014 - Present
Allianz Life November 2011 - March 2014
St. Paul Saints Game Day May 2010 - September 2010
Northwestern Mutual Financial Network October 2008 - August 2009
Menard's June 2008 - August 2008
Skills
Time Management, Sports, Teamwork, Customer Service, Strategic Planning, Microsoft Excel, Social Media, Microsoft Office, PowerPoint, Social Media Marketing, Marketing
Education
Concordia University-St. Paul 2008 — 2011
Bachelor, Business Administration; Marketing
Allianz Life March 2014 - Present
Allianz Life November 2011 - March 2014
St. Paul Saints Game Day May 2010 - September 2010
Northwestern Mutual Financial Network October 2008 - August 2009
Menard's June 2008 - August 2008
Skills
Time Management, Sports, Teamwork, Customer Service, Strategic Planning, Microsoft Excel, Social Media, Microsoft Office, PowerPoint, Social Media Marketing, Marketing
Education
Concordia University-St. Paul 2008 — 2011
Bachelor, Business Administration; Marketing
Ashley Barber-Simpson's Northwestern Mutual Financial Network Experience March 2007 - June 2009
Job Client Service Associate
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2015 - Present
The Pampered Palate, LLC May 2001 - February 2015
Northwestern Mutual Financial Network March 2007 - June 2009
Frazier & Deeter, LLC April 2000 - February 2006
Skills
Corporate Events, Event Planning, Pastry, Chef, Culinary Skills, Fundraising, Event Management, Public Relations, Dinners, Social Networking, Recipes, Cooking, Marketing, Social Media
Education
Cornell University 1985 — 1989
B.A.
Raymond James Financial, Inc. February 2015 - Present
The Pampered Palate, LLC May 2001 - February 2015
Northwestern Mutual Financial Network March 2007 - June 2009
Frazier & Deeter, LLC April 2000 - February 2006
Skills
Corporate Events, Event Planning, Pastry, Chef, Culinary Skills, Fundraising, Event Management, Public Relations, Dinners, Social Networking, Recipes, Cooking, Marketing, Social Media
Education
Cornell University 1985 — 1989
B.A.
Nate Biser Nate Biser's Northwestern Mutual Financial Network Experience December 2011 - June 2012
Job Broker at Coldwell Banker
Industry Real Estate
Experience
Bob Floss & Son Realty November 2014 - February 2015
Sheridan Property Holdings Group June 2009 - October 2014
FIRST Insurance Funding Corp September 2013 - April 2014
Northwestern Mutual Financial Network December 2011 - June 2012
Merrill Lynch 2012 - 2012
Skills
Microsoft Excel, Sales, Life Insurance, Term Life Insurance, Disability Insurance, Project Management, commercial property..., Real Estate
Education
DePaul University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Bob Floss & Son Realty November 2014 - February 2015
Sheridan Property Holdings Group June 2009 - October 2014
FIRST Insurance Funding Corp September 2013 - April 2014
Northwestern Mutual Financial Network December 2011 - June 2012
Merrill Lynch 2012 - 2012
Skills
Microsoft Excel, Sales, Life Insurance, Term Life Insurance, Disability Insurance, Project Management, commercial property..., Real Estate
Education
DePaul University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Alicia Reed's Northwestern Mutual Financial Network Experience September 2003 - July 2005
Job Marketing Administrative Associate at Sunoco
Industry Oil & Energy
Experience
Sunoco September 2013 - Present
SUNOCO, INC July 2005 - September 2013
NORTHWESTERN MUTUAL FINANCIAL NETWORK September 2003 - July 2005
NEW HANOVER COUNTY SCHOOLS BOARD OF EDUCATION October 1999 - September 2003
Skills
SAP, Budgets, PeopleSoft, Invoicing, Time Management, Human Resources, Account Reconciliation, General Ledger, Microsoft Office, Microsoft Word, Management, Auditing, Accounting, Accounts Payable, PowerPoint, Teamwork
Education
Temple University - Fox School of Business and Management 2012 — 2015
Bachelor of Business Administration (BBA), Legal Studies, General
Delaware County Community College 2006 — 2010
Associates, Business Administration
Sunoco September 2013 - Present
SUNOCO, INC July 2005 - September 2013
NORTHWESTERN MUTUAL FINANCIAL NETWORK September 2003 - July 2005
NEW HANOVER COUNTY SCHOOLS BOARD OF EDUCATION October 1999 - September 2003
Skills
SAP, Budgets, PeopleSoft, Invoicing, Time Management, Human Resources, Account Reconciliation, General Ledger, Microsoft Office, Microsoft Word, Management, Auditing, Accounting, Accounts Payable, PowerPoint, Teamwork
Education
Temple University - Fox School of Business and Management 2012 — 2015
Bachelor of Business Administration (BBA), Legal Studies, General
Delaware County Community College 2006 — 2010
Associates, Business Administration
John Wihtol John Wihtol's Northwestern Mutual Financial Network Experience May 2007 - July 2007
Job Partner at Twelve Consulting Group
Industry Information Technology and Services
Experience
Twelve Consulting Group May 2015 - Present
Anaplan February 2014 - September 2014
Anaplan May 2011 - February 2014
Adaptive Planning March 2010 - May 2011
Adaptive Planning August 2008 - March 2010
Northwestern Mutual Financial Network May 2007 - July 2007
Skills
SaaS, Analytics, Financial Modeling, Business Intelligence, Enterprise Software, Cloud Computing, Salesforce.com, Professional Services, Consulting, Financial Analysis, Business Analysis
Education
Columbia University in the City of New York 2004 — 2008
BA, Economics
Twelve Consulting Group May 2015 - Present
Anaplan February 2014 - September 2014
Anaplan May 2011 - February 2014
Adaptive Planning March 2010 - May 2011
Adaptive Planning August 2008 - March 2010
Northwestern Mutual Financial Network May 2007 - July 2007
Skills
SaaS, Analytics, Financial Modeling, Business Intelligence, Enterprise Software, Cloud Computing, Salesforce.com, Professional Services, Consulting, Financial Analysis, Business Analysis
Education
Columbia University in the City of New York 2004 — 2008
BA, Economics
Ian Trautman Ian Trautman's Northwestern Mutual Financial Network Experience June 2012 - May 2013
Job Financial Coordinator at Summit Polymers
Industry Financial Services
Experience
Summit Polymers May 2013 - Present
Northwestern Mutual Financial Network June 2012 - May 2013
Panera Bread January 2012 - August 2012
McDonald's Corporation June 2010 - January 2012
SoccerZone March 2007 - May 2010
Skills
Customer Service, Web Design, Problem Solving, Food Service, Microsoft Word, Event Planning, Leadership, Social Networking, Public Speaking, Facebook, Teamwork, Access, Sales, Customer Satisfaction, Social Media, Telephone Skills, Event Management, Marketing, Data Entry, New Business Development, Marketing Strategy, Financial Analysis, Team Leadership, Retail
Education
Cornerstone University 2009 — 2013
Bachelor of Science (BS), Finance, General
Summit Polymers May 2013 - Present
Northwestern Mutual Financial Network June 2012 - May 2013
Panera Bread January 2012 - August 2012
McDonald's Corporation June 2010 - January 2012
SoccerZone March 2007 - May 2010
Skills
Customer Service, Web Design, Problem Solving, Food Service, Microsoft Word, Event Planning, Leadership, Social Networking, Public Speaking, Facebook, Teamwork, Access, Sales, Customer Satisfaction, Social Media, Telephone Skills, Event Management, Marketing, Data Entry, New Business Development, Marketing Strategy, Financial Analysis, Team Leadership, Retail
Education
Cornerstone University 2009 — 2013
Bachelor of Science (BS), Finance, General
Benjamin Harvey, CLU®, ChFC®'s Northwestern Mutual Financial Network Experience March 2000 - Present
Job Wealth Management Advisor/FeeBased Planner
Industry Financial Services
Experience
Northwestern Mutual Financial Network March 2000 - Present
Education
Colorado College 1996 — 2000
B. A., Russian, Comparative Literature
Northwestern Mutual Financial Network March 2000 - Present
Education
Colorado College 1996 — 2000
B. A., Russian, Comparative Literature
Daniel Preller Daniel Preller's Northwestern Mutual Financial Network Experience December 2009 - May 2010
Job Allstate Express Claims Supervisor
Industry Insurance
Experience
Allstate July 2012 - Present
Flores Financial July 2011 - December 2011
Flores Financial Services April 2011 - July 2011
Best Rental May 2010 - December 2010
Northwestern Mutual Financial Network December 2009 - May 2010
Fresno Pacific University August 2003 - May 2004
Skills
Leadership, Accounts Payable, Microsoft Excel, Access, Customer Service
Education
Colorado State University 2008 — 2010
Bachelor of Science, Business Administration; Finance
Allstate July 2012 - Present
Flores Financial July 2011 - December 2011
Flores Financial Services April 2011 - July 2011
Best Rental May 2010 - December 2010
Northwestern Mutual Financial Network December 2009 - May 2010
Fresno Pacific University August 2003 - May 2004
Skills
Leadership, Accounts Payable, Microsoft Excel, Access, Customer Service
Education
Colorado State University 2008 — 2010
Bachelor of Science, Business Administration; Finance
Josh Rucker's Northwestern Mutual Financial Network Experience 2008 - 2010
Job Account Executive at The New York Times
Industry Marketing and Advertising
Experience
The New York Times 2014 - Present
Hearst 2010 - 2013
Northwestern Mutual Financial Network 2008 - 2010
Colangelo Synergy Marketing 2007 - 2008
Skills
Integrated Marketing, Social Media Marketing, Social Media, Digital Strategy, Interactive Marketing, Advertising, Digital Marketing, Online Advertising, Marketing, Marketing Strategy, Email Marketing, Content Strategy, Market Research, Account Management, Marketing Communications, Sales, SEO, Salesforce.com, New Business Development
Education
New York University 2013 — 2013
Professional Certificate, Digital Media Marketing
Skidmore College 2005 — 2007
Bachelor's degree
Drew University 2003 — 2005
The New York Times 2014 - Present
Hearst 2010 - 2013
Northwestern Mutual Financial Network 2008 - 2010
Colangelo Synergy Marketing 2007 - 2008
Skills
Integrated Marketing, Social Media Marketing, Social Media, Digital Strategy, Interactive Marketing, Advertising, Digital Marketing, Online Advertising, Marketing, Marketing Strategy, Email Marketing, Content Strategy, Market Research, Account Management, Marketing Communications, Sales, SEO, Salesforce.com, New Business Development
Education
New York University 2013 — 2013
Professional Certificate, Digital Media Marketing
Skidmore College 2005 — 2007
Bachelor's degree
Drew University 2003 — 2005
Russell Todd, MHI Russell Todd, MHI's Northwestern Mutual Financial Network Experience January 2002 - October 2002
Job Data Warehouse Programmer/Analyst at TriHealth
Industry Hospital & Health Care
Experience
TriHealth June 2013 - Present
Comey & Shepherd July 2008 - November 2013
TriHealth August 2012 - June 2013
Sibcy Cline Realtors November 2002 - July 2008
Northwestern Mutual Financial Network January 2002 - October 2002
Miami University 2000 - 2001
Skills
CompTIA A+ Certification, CompTIA Healthcare IT..., Real Estate, Selling, Healthcare Information..., Customer Service, CompTIA
Education
Northern Kentucky University 2011 — 2013
Master of Science (M.S.), Healthcare Informatics
Miami University 1998 — 2001
BS in Business, MIS, Marketing
Maumee Valley Country Day 1990 — 1998
Denison University
TriHealth June 2013 - Present
Comey & Shepherd July 2008 - November 2013
TriHealth August 2012 - June 2013
Sibcy Cline Realtors November 2002 - July 2008
Northwestern Mutual Financial Network January 2002 - October 2002
Miami University 2000 - 2001
Skills
CompTIA A+ Certification, CompTIA Healthcare IT..., Real Estate, Selling, Healthcare Information..., Customer Service, CompTIA
Education
Northern Kentucky University 2011 — 2013
Master of Science (M.S.), Healthcare Informatics
Miami University 1998 — 2001
BS in Business, MIS, Marketing
Maumee Valley Country Day 1990 — 1998
Denison University
Ryan Hite Ryan Hite's Northwestern Mutual Financial Network Experience February 2010 - December 2013
Job Athletic Director / Facilities Director at Van Buren Local Schools
Industry Education Management
Experience
Van Buren Local Schools August 2013 - Present
Northwestern Mutual Financial Network February 2010 - December 2013
Education
Ohio University 2015 — 2017
Master’s Degree, Master of Science in Athletic Administration
Denison University 1999 — 2003
Bachelor of Arts, Political Science/Religion
Findlay High School 1996 — 1999
Van Buren Local Schools August 2013 - Present
Northwestern Mutual Financial Network February 2010 - December 2013
Education
Ohio University 2015 — 2017
Master’s Degree, Master of Science in Athletic Administration
Denison University 1999 — 2003
Bachelor of Arts, Political Science/Religion
Findlay High School 1996 — 1999
Jonathan La Mar Jonathan La Mar's Northwestern Mutual Financial Network Experience May 2006 - September 2006
Job Director, Client Reporting & Billing at HighTower
Industry Financial Services
Experience
HighTower January 2014 - Present
HighTower December 2011 - Present
Morgan Stanley Private Wealth Management September 2006 - December 2011
AT&T Wireless (Mobile Tel) September 2005 - July 2008
Northwestern Mutual Financial Network May 2006 - September 2006
Skills
Series 7, CRM, Customer Service, Asset Allocation, Wealth Management
Education
DePaul University 2004 — 2008
BS, Finance
HighTower January 2014 - Present
HighTower December 2011 - Present
Morgan Stanley Private Wealth Management September 2006 - December 2011
AT&T Wireless (Mobile Tel) September 2005 - July 2008
Northwestern Mutual Financial Network May 2006 - September 2006
Skills
Series 7, CRM, Customer Service, Asset Allocation, Wealth Management
Education
DePaul University 2004 — 2008
BS, Finance
Michael Culligan, CLU Michael Culligan, CLU's Northwestern Mutual Financial Network Experience May 2006 - Present
Job Financial Representative
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2006 - Present
Cingular Wireless April 2000 - May 2006
Skills
Team Leadership
Education
College of the Holy Cross 1987 — 1991
B.A. English
Northwestern Mutual Financial Network May 2006 - Present
Cingular Wireless April 2000 - May 2006
Skills
Team Leadership
Education
College of the Holy Cross 1987 — 1991
B.A. English
Lauren Koeppen Lauren Koeppen's Northwestern Mutual Financial Network Experience May 2010 - August 2010
Job Equity Research Administrative Assistant
Industry Financial Services
Experience
Robert W. Baird & Co. May 2014 - Present
Grafton Stingers Fastpitch Softball Club June 2005 - Present
BMO Harris Bank September 2011 - May 2014
Grafton Stingers Fastpitch Softball Club June 2005 - August 2013
Ozaukee Country Club June 2008 - December 2012
Ozaukee County June 1999 - September 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Grafton Community Activities Department June 2002 - August 2007
Education
Concordia University-Wisconsin 2006 — 2010
Finance, Marketing and Management - Triple major
Valparaiso University 2005 — 2006
Finance
Robert W. Baird & Co. May 2014 - Present
Grafton Stingers Fastpitch Softball Club June 2005 - Present
BMO Harris Bank September 2011 - May 2014
Grafton Stingers Fastpitch Softball Club June 2005 - August 2013
Ozaukee Country Club June 2008 - December 2012
Ozaukee County June 1999 - September 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Grafton Community Activities Department June 2002 - August 2007
Education
Concordia University-Wisconsin 2006 — 2010
Finance, Marketing and Management - Triple major
Valparaiso University 2005 — 2006
Finance
Brad Peete Brad Peete's Northwestern Mutual Financial Network Experience August 1997 - Present
Job Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual Financial Network August 1997 - Present
Education
Duke University
Northwestern Mutual Financial Network August 1997 - Present
Education
Duke University
Richard McNamara Richard McNamara's Northwestern Mutual Financial Network Experience May 2012 - August 2012
Job Registered Associate at Morgan Stanley
Industry Higher Education
Experience
Morgan Stanley October 2012 - Present
Northwestern Mutual Financial Network May 2012 - August 2012
Bay Inc. June 2011 - August 2011
Eugene Emeralds Minor League Baseball Tea June 2010 - September 2010
Education
University of Oregon 2008 — 2012
Bachelor of Science Business, Finance, Senior
Copenhagen Business School 2011 — 2011
Study Abroad Program, Business Administration; Finance
Morgan Stanley October 2012 - Present
Northwestern Mutual Financial Network May 2012 - August 2012
Bay Inc. June 2011 - August 2011
Eugene Emeralds Minor League Baseball Tea June 2010 - September 2010
Education
University of Oregon 2008 — 2012
Bachelor of Science Business, Finance, Senior
Copenhagen Business School 2011 — 2011
Study Abroad Program, Business Administration; Finance
Claudia Vega Claudia Vega's Northwestern Mutual Financial Network Experience January 2010 - May 2010
Job Supply Chain Analyst at Leprino Foods
Industry Consumer Goods
Experience
Leprino Foods February 2015 - Present
Leprino Foods January 2014 - January 2015
Leprino Foods October 2012 - January 2014
KeyBank June 2011 - October 2012
Key Bank June 2010 - July 2011
Northwestern Mutual Financial Network January 2010 - May 2010
Finance Club January 2009 - May 2010
Robinson Nevada Mining Company June 2009 - August 2009
Frehner Construction Company June 2007 - August 2008
Eastern Nevada Landscape Coalition June 2006 - August 2006
Skills
Customer Engagement, Bilingual-Spanish, Attention To Detail, Customer Service, Account Maintenance, Banking, Retail, Inventory Management, Management, PowerPoint, Marketing, Sales Management, Sales, Time Management, Networking, Spanish-speaking, Leadership, Financial Analysis, Training, Microsoft Office
Education
Colorado State University 2006 — 2010
Bachelors of Science, Finance, Spanish
Colorado State University 2006 — 2010
2010 Bachelor of Science, Business Administration; Finance/Financial Planning; International Business
Leprino Foods February 2015 - Present
Leprino Foods January 2014 - January 2015
Leprino Foods October 2012 - January 2014
KeyBank June 2011 - October 2012
Key Bank June 2010 - July 2011
Northwestern Mutual Financial Network January 2010 - May 2010
Finance Club January 2009 - May 2010
Robinson Nevada Mining Company June 2009 - August 2009
Frehner Construction Company June 2007 - August 2008
Eastern Nevada Landscape Coalition June 2006 - August 2006
Skills
Customer Engagement, Bilingual-Spanish, Attention To Detail, Customer Service, Account Maintenance, Banking, Retail, Inventory Management, Management, PowerPoint, Marketing, Sales Management, Sales, Time Management, Networking, Spanish-speaking, Leadership, Financial Analysis, Training, Microsoft Office
Education
Colorado State University 2006 — 2010
Bachelors of Science, Finance, Spanish
Colorado State University 2006 — 2010
2010 Bachelor of Science, Business Administration; Finance/Financial Planning; International Business
David Giannini's Northwestern Mutual Financial Network Experience July 2008 - January 2009
Job Staff Accountant at Ingenio
Industry Accounting
Experience
Ingenio October 2014 - Present
OpenTable October 2013 - August 2014
WeDriveU June 2011 - October 2013
Accountemps November 2010 - May 2011
Dimitriou & Associates June 2009 - September 2010
Northwestern Mutual Financial Network July 2008 - January 2009
Skills
Excel, Customer Service, Customer Relations, PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, General Ledger, Microsoft Dynamics, Accounting, Finance, Financial Reporting, QuickBooks, Budgets, Auditing, Sales, Accounts Receivable
Education
College of San Mateo 2009 — 2011
Accounting
University of California, Irvine 2003 — 2008
B.A., Business Sociology
Junipero Serra High School 1999 — 2003
Ingenio October 2014 - Present
OpenTable October 2013 - August 2014
WeDriveU June 2011 - October 2013
Accountemps November 2010 - May 2011
Dimitriou & Associates June 2009 - September 2010
Northwestern Mutual Financial Network July 2008 - January 2009
Skills
Excel, Customer Service, Customer Relations, PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, General Ledger, Microsoft Dynamics, Accounting, Finance, Financial Reporting, QuickBooks, Budgets, Auditing, Sales, Accounts Receivable
Education
College of San Mateo 2009 — 2011
Accounting
University of California, Irvine 2003 — 2008
B.A., Business Sociology
Junipero Serra High School 1999 — 2003
Kuuku Saah's Northwestern Mutual Financial Network Experience May 2009 - January 2010
Job Securities Trading Officer at Bankers Trust
Industry Financial Services
Experience
Bankers Trust May 2015 - Present
Bankers Trust January 2015 - May 2015
Bankers Trust August 2012 - January 2015
BTC Capital Management May 2010 - May 2012
Phi Gamma Delta November 2010 - November 2011
Northwestern Mutual Financial Network May 2009 - January 2010
Skills
Economics, Budgeting, Excel, PowerPoint, Word, Microsoft Office, Financial Analysis, Outlook, Investments, Analysis, Budgets, Finance, Microsoft Excel, Accounting, Market Research, Microsoft Word, Securities, Portfolio Management, Public Speaking
Education
Passed CFA level 2 Exam
Drake University
Finance and Economics
Bankers Trust May 2015 - Present
Bankers Trust January 2015 - May 2015
Bankers Trust August 2012 - January 2015
BTC Capital Management May 2010 - May 2012
Phi Gamma Delta November 2010 - November 2011
Northwestern Mutual Financial Network May 2009 - January 2010
Skills
Economics, Budgeting, Excel, PowerPoint, Word, Microsoft Office, Financial Analysis, Outlook, Investments, Analysis, Budgets, Finance, Microsoft Excel, Accounting, Market Research, Microsoft Word, Securities, Portfolio Management, Public Speaking
Education
Passed CFA level 2 Exam
Drake University
Finance and Economics
Adam Yore's Northwestern Mutual Financial Network Experience May 2001 - May 2002
Job Assistant Professor of Finance at Trulaske College of Business | University of Missouri
Industry Higher Education
Experience
Trulaske College of Business University of Missouri August 2015 - Present
Northern Illinois University August 2009 - August 2015
Department of Finance - Drexel University August 2004 - June 2009
USF Federal Credit Union October 2003 - July 2004
Department of Finance - University of South Florida August 2002 - July 2004
Northwestern Mutual Financial Network May 2001 - May 2002
Skills
Higher Education, Research, Econometrics, Statistics, Financial Analysis, Data Analysis, Teaching, Stata, Public Speaking, Corporate Finance, University Teaching, Project Management, SPSS, Valuation
Education
Drexel University - LeBow College of Business 2004 — 2009
PhD, Finance
University of South Florida 2002 — 2004
MBA, Finance
University of Florida - Warrington College of Business Administration 1997 — 2002
BSBA, Decision and Information Science
Trulaske College of Business University of Missouri August 2015 - Present
Northern Illinois University August 2009 - August 2015
Department of Finance - Drexel University August 2004 - June 2009
USF Federal Credit Union October 2003 - July 2004
Department of Finance - University of South Florida August 2002 - July 2004
Northwestern Mutual Financial Network May 2001 - May 2002
Skills
Higher Education, Research, Econometrics, Statistics, Financial Analysis, Data Analysis, Teaching, Stata, Public Speaking, Corporate Finance, University Teaching, Project Management, SPSS, Valuation
Education
Drexel University - LeBow College of Business 2004 — 2009
PhD, Finance
University of South Florida 2002 — 2004
MBA, Finance
University of Florida - Warrington College of Business Administration 1997 — 2002
BSBA, Decision and Information Science
Beth Treadwell Beth Treadwell's Northwestern Mutual Financial Network Experience 2005 - March 2011
Job Owner Director of Business Development at Kona Contractors
Industry Financial Services
Experience
Kona Contractors March 2011 - Present
Northwestern Mutual August 2005 - March 2011
Northwestern Mutual Financial Network 2005 - March 2011
Education
Colorado State University 2000 — 2004
Kona Contractors March 2011 - Present
Northwestern Mutual August 2005 - March 2011
Northwestern Mutual Financial Network 2005 - March 2011
Education
Colorado State University 2000 — 2004
Thomas Saris's Northwestern Mutual Financial Network Experience August 2009 - January 2010
Job Operations Manager at Feliz Restaurant Group
Industry Restaurants
Experience
Feliz Restaurant Group October 2013 - Present
Cantina Feliz December 2010 - October 2013
ARAMARK April 2010 - September 2010
Northwestern Mutual Financial Network August 2009 - January 2010
PhindMe October 2008 - April 2009
ARAMARK April 2008 - September 2008
LifeStyle Magazine April 2007 - September 2007
Education
Drexel University 2012 — 2014
Master of Business Administration (MBA), Concentration in Business Analytics
Drexel University 2004 — 2009
Bachelor of Science in Business Administration, Concentration in Entrepreneurship and Marketing
Feliz Restaurant Group October 2013 - Present
Cantina Feliz December 2010 - October 2013
ARAMARK April 2010 - September 2010
Northwestern Mutual Financial Network August 2009 - January 2010
PhindMe October 2008 - April 2009
ARAMARK April 2008 - September 2008
LifeStyle Magazine April 2007 - September 2007
Education
Drexel University 2012 — 2014
Master of Business Administration (MBA), Concentration in Business Analytics
Drexel University 2004 — 2009
Bachelor of Science in Business Administration, Concentration in Entrepreneurship and Marketing
Justin Maher Justin Maher's Northwestern Mutual Financial Network Experience May 2008 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2008 - Present
Northwestern Mutual Financial Network - Bender Financial Group 2008 - Present
Northwestern Mutual Financial Network January 2008 - May 2008
Boehringer Ingelheim Pharmaceuticals June 2007 - July 2007
Skills
Insurance, Management, Securities, Employee Benefits, Finance, Retirement Planning, Financial Risk, Mutual Funds, Strategic Financial..., Series 7, Series 63, Fixed Annuities, Asset Allocation, Portfolio Management, Investments, Retirement, Disability Insurance, Financial Advisory, Wealth Management, Investment Advisory
Education
College of the Holy Cross 2004 — 2008
BA, History; Economics
Northwestern Mutual Financial Network May 2008 - Present
Northwestern Mutual Financial Network - Bender Financial Group 2008 - Present
Northwestern Mutual Financial Network January 2008 - May 2008
Boehringer Ingelheim Pharmaceuticals June 2007 - July 2007
Skills
Insurance, Management, Securities, Employee Benefits, Finance, Retirement Planning, Financial Risk, Mutual Funds, Strategic Financial..., Series 7, Series 63, Fixed Annuities, Asset Allocation, Portfolio Management, Investments, Retirement, Disability Insurance, Financial Advisory, Wealth Management, Investment Advisory
Education
College of the Holy Cross 2004 — 2008
BA, History; Economics
Robert M. Elkan, CLU Robert M. Elkan, CLU's Northwestern Mutual Financial Network Experience June 1978 - Present
Job Financial Representative, Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual Financial Network June 1978 - Present
Education
Drew University 1970 — 1974
Northwestern Mutual Financial Network June 1978 - Present
Education
Drew University 1970 — 1974
Jeremy Flood Jeremy Flood's Northwestern Mutual Financial Network Experience October 2008 - March 2013
Job Creative Director at Excelsior Designs
Industry Marketing and Advertising
Experience
DGI Supply - A DoALL Company April 2013 - Present
Excelsior Designs January 1996 - Present
Northwestern Mutual Financial Network October 2008 - March 2013
Bankers Life and Casualty October 2007 - October 2008
Skills
Sales, Leadership, Small Business, Microsoft Excel, Marketing, Strategic Planning, Illustration, Adobe Creative Suite, Logo Design, PowerPoint, Prezi, Insurance, Financial Analysis, Investments, Finance, Social Networking, Management, Creative Direction
Education
Collins College 1993 — 1995
AA, Marketing
DGI Supply - A DoALL Company April 2013 - Present
Excelsior Designs January 1996 - Present
Northwestern Mutual Financial Network October 2008 - March 2013
Bankers Life and Casualty October 2007 - October 2008
Skills
Sales, Leadership, Small Business, Microsoft Excel, Marketing, Strategic Planning, Illustration, Adobe Creative Suite, Logo Design, PowerPoint, Prezi, Insurance, Financial Analysis, Investments, Finance, Social Networking, Management, Creative Direction
Education
Collins College 1993 — 1995
AA, Marketing
Robert F. Obernesser Robert F. Obernesser's Northwestern Mutual Financial Network Experience October 2007 - Present
Job Wealth Management Advisor with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network October 2007 - Present
JPMorganChase May 2005 - October 2007
Chicago Stock Exchange September 1993 - May 2005
E*TRADE Financial 2000 - 2005
Education
DePaul University 1984 — 1988
BA, Political Science
Benet Academy 1983 — 1984
Northwestern Mutual Financial Network October 2007 - Present
JPMorganChase May 2005 - October 2007
Chicago Stock Exchange September 1993 - May 2005
E*TRADE Financial 2000 - 2005
Education
DePaul University 1984 — 1988
BA, Political Science
Benet Academy 1983 — 1984
Jerry Faigen's Northwestern Mutual Financial Network Experience September 1982 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual Financial Network September 1982 - Present
Skills
Sales, Financial Analysis, Financial Reporting, Securities, Due Diligence, Investments, Creative Direction, Mergers, Strategic Planning, Estate Planning, Customer Service, Accounting, Strategic Financial..., Finance, Insurance, Leadership, Budgets, Portfolio Management, Alternative Investments, Employee Benefits, Valuation, Corporate Finance, Asset Managment, Process Improvement, Financial Modeling
Education
DePaul University 1965 — 1969
Northwestern Mutual Financial Network September 1982 - Present
Skills
Sales, Financial Analysis, Financial Reporting, Securities, Due Diligence, Investments, Creative Direction, Mergers, Strategic Planning, Estate Planning, Customer Service, Accounting, Strategic Financial..., Finance, Insurance, Leadership, Budgets, Portfolio Management, Alternative Investments, Employee Benefits, Valuation, Corporate Finance, Asset Managment, Process Improvement, Financial Modeling
Education
DePaul University 1965 — 1969
Ryan Dunlevy Ryan Dunlevy's Northwestern Mutual Financial Network Experience March 2009 - April 2009
Job Sales and Marketing at Reid Graphics
Industry Printing
Experience
Reid Graphics, Inc. August 2014 - Present
Rapid7 January 2014 - April 2014
Rapid7 July 2012 - April 2014
EMC January 2011 - July 2012
EMC June 2009 - December 2010
Northwestern Mutual Financial Network March 2009 - April 2009
Pensco Limited February 2008 - July 2008
Stride & Associates January 2007 - June 2007
Reid Graphics June 2002 - September 2006
Enterprise Rent-A-Car June 2004 - September 2004
Skills
Marketing Communications, Program Management, On Air Talent, Customer Focus, Customer Loyalty, Customer Engagement, Sales Support, Alumni Relations, Inside Sales, Executive Briefings, Collaborative Leadership, Leading Cross..., Social Networking, Cross-functional Team..., Sales, Territory Development, Vulnerability Management, Network Security, Healthcare Information..., Mobile Technology, Sales Prospecting, Penetration Testing, Threat & Vulnerability..., New Business Development, Account Management, International Business, Higher Education, Sales Operations, Vulnerability Assessment, PCI DSS, Pre-sales, Product Marketing, Training, Enterprise Software, Business Development, Networking, Corporate Branding, Competitive Analysis, Leadership, Cloud Computing, Data Security, Brand Loyalty, Marketing, SaaS, Management, Golf, Computer Security, Lead Generation, Mobile Devices, Security
Education
Northeastern University 2004 — 2009
Bachelor Science, International Business, Marketing, International Affairs
Dublin City University 2007 — 2008
European Business, Transatlantic Studies
Tewksbury High School
Reid Graphics, Inc. August 2014 - Present
Rapid7 January 2014 - April 2014
Rapid7 July 2012 - April 2014
EMC January 2011 - July 2012
EMC June 2009 - December 2010
Northwestern Mutual Financial Network March 2009 - April 2009
Pensco Limited February 2008 - July 2008
Stride & Associates January 2007 - June 2007
Reid Graphics June 2002 - September 2006
Enterprise Rent-A-Car June 2004 - September 2004
Skills
Marketing Communications, Program Management, On Air Talent, Customer Focus, Customer Loyalty, Customer Engagement, Sales Support, Alumni Relations, Inside Sales, Executive Briefings, Collaborative Leadership, Leading Cross..., Social Networking, Cross-functional Team..., Sales, Territory Development, Vulnerability Management, Network Security, Healthcare Information..., Mobile Technology, Sales Prospecting, Penetration Testing, Threat & Vulnerability..., New Business Development, Account Management, International Business, Higher Education, Sales Operations, Vulnerability Assessment, PCI DSS, Pre-sales, Product Marketing, Training, Enterprise Software, Business Development, Networking, Corporate Branding, Competitive Analysis, Leadership, Cloud Computing, Data Security, Brand Loyalty, Marketing, SaaS, Management, Golf, Computer Security, Lead Generation, Mobile Devices, Security
Education
Northeastern University 2004 — 2009
Bachelor Science, International Business, Marketing, International Affairs
Dublin City University 2007 — 2008
European Business, Transatlantic Studies
Tewksbury High School
Jim Felter Jim Felter's Northwestern Mutual Financial Network Experience 2003 - March 2010
Job Independent financial adviser
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2003 - March 2010
Honeywell 1985 - 1996
American Cyanamid 1976 - 1985
Hoffmann-La Roche 1975 - 1976
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Dartmouth College 1970 — 1974
AB, Chemistry
Northwestern Mutual Financial Network 2003 - March 2010
Honeywell 1985 - 1996
American Cyanamid 1976 - 1985
Hoffmann-La Roche 1975 - 1976
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Dartmouth College 1970 — 1974
AB, Chemistry
Steve Domsky, CLU, ChFC, CLTC, CASL Steve Domsky, CLU, ChFC, CLTC, CASL's Northwestern Mutual Financial Network Experience December 2003 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network December 2003 - Present
MassMutual May 1996 - December 2004
Skills
Strategic Planning, Retirement Planning, Investments, Finance, Financial Planning, Portfolio Management, Estate Planning, Insurance, Financial Services, Life Insurance, Fixed Annuities
Education
Drake University 1985 — 1989
B.A., Business Management
Northwestern Mutual Financial Network December 2003 - Present
MassMutual May 1996 - December 2004
Skills
Strategic Planning, Retirement Planning, Investments, Finance, Financial Planning, Portfolio Management, Estate Planning, Insurance, Financial Services, Life Insurance, Fixed Annuities
Education
Drake University 1985 — 1989
B.A., Business Management
Brandon Epperson Brandon Epperson's Northwestern Mutual Financial Network Experience October 2014 - March 2015
Job Licensed Personal Banker
Industry Financial Services
Experience
Fifth Third Bank March 2015 - Present
Missouri Air National Guard February 2013 - Present
Northwestern Mutual Financial Network October 2014 - March 2015
Edward Jones February 2014 - August 2014
Webster University 2012 - December 2013
United States Air Force February 2007 - February 2013
Skills
Microsoft Office, Mac OS, Training, Team Leadership, Critical Thinking, Decision, Customer Service, Military Experience, Security Clearance, Management, Project Planning, Followership, Schedules, Data Analysis, Communication Skills, Social Media, Social Media Marketing, Media, Personal Services, Personal Development, Active Learning, Public Speaking, complex problem solving, writing, instructing, Time Management, Military Operations, Information Assurance, National Security, Military Training, Briefing, Analysis, Teamwork, Personnel Supervision, Contingency Planning, Active DoD Secret..., COMSEC, Administration, SharePoint, Series 7, Series 66, Communication, Problem Solving, Technology Needs..., Sales
Education
Webster University 2012 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, 3.85
Community College of the Air Force 2007 — 2010
Associate of Science (A.S.), Weather Technology
Fifth Third Bank March 2015 - Present
Missouri Air National Guard February 2013 - Present
Northwestern Mutual Financial Network October 2014 - March 2015
Edward Jones February 2014 - August 2014
Webster University 2012 - December 2013
United States Air Force February 2007 - February 2013
Skills
Microsoft Office, Mac OS, Training, Team Leadership, Critical Thinking, Decision, Customer Service, Military Experience, Security Clearance, Management, Project Planning, Followership, Schedules, Data Analysis, Communication Skills, Social Media, Social Media Marketing, Media, Personal Services, Personal Development, Active Learning, Public Speaking, complex problem solving, writing, instructing, Time Management, Military Operations, Information Assurance, National Security, Military Training, Briefing, Analysis, Teamwork, Personnel Supervision, Contingency Planning, Active DoD Secret..., COMSEC, Administration, SharePoint, Series 7, Series 66, Communication, Problem Solving, Technology Needs..., Sales
Education
Webster University 2012 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, 3.85
Community College of the Air Force 2007 — 2010
Associate of Science (A.S.), Weather Technology
James Haugsland James Haugsland's Northwestern Mutual Financial Network Experience January 1995 - June 1996
Job
Industry Facilities Services
Experience
KONE Americas January 2012 - Present
KONE Americas January 2008 - December 2011
KONE Americas October 2005 - December 2007
KONE September 2004 - October 2005
KONE March 2002 - September 2004
KONE March 2000 - March 2002
KONE Inc. June 1996 - February 2000
Northwestern Mutual Financial Network January 1995 - June 1996
Skills
Operations Management, Business Development, Leadership, Team Leadership, Business Process..., Strategic Planning, Project Management, Direct Sales, Negotiation, Sales Operations, New Business Development, Forecasting, Change Management, Training, Project Planning, Budgets, Sales Management, Performance Management, Account Management, Key Account Management, Process Improvement, Business Strategy, Contract Management, Start-ups, P&L Management, Sales, Business Analysis, Strategy, Organizational..., Contract Negotiation, International Sales, Team Building, Salesforce.com
Education
INSEAD
Center for Creative Leadership 2008 — 2011
Columbia University - Columbia Business School
London Business School
University of Iowa 1991 — 1995
BA
KONE Americas January 2012 - Present
KONE Americas January 2008 - December 2011
KONE Americas October 2005 - December 2007
KONE September 2004 - October 2005
KONE March 2002 - September 2004
KONE March 2000 - March 2002
KONE Inc. June 1996 - February 2000
Northwestern Mutual Financial Network January 1995 - June 1996
Skills
Operations Management, Business Development, Leadership, Team Leadership, Business Process..., Strategic Planning, Project Management, Direct Sales, Negotiation, Sales Operations, New Business Development, Forecasting, Change Management, Training, Project Planning, Budgets, Sales Management, Performance Management, Account Management, Key Account Management, Process Improvement, Business Strategy, Contract Management, Start-ups, P&L Management, Sales, Business Analysis, Strategy, Organizational..., Contract Negotiation, International Sales, Team Building, Salesforce.com
Education
INSEAD
Center for Creative Leadership 2008 — 2011
Columbia University - Columbia Business School
London Business School
University of Iowa 1991 — 1995
BA
Mark L. Burden, CLU's Northwestern Mutual Financial Network Experience 1979 - Present
Job
Industry Insurance
Experience
NMFN September 1979 - Present
Northwestern Mutual Financial Network 1979 - Present
Education
Duke University 1975 — 1979
AB, History
NMFN September 1979 - Present
Northwestern Mutual Financial Network 1979 - Present
Education
Duke University 1975 — 1979
AB, History
Sarah Malasaga's Northwestern Mutual Financial Network Experience July 2004 - September 2005
Job
Industry Higher Education
Experience
DePaul University - Kellstadt Graduate School of Business March 2008 - Present
Lake Forest College August 2005 - March 2008
Northwestern Mutual Financial Network July 2004 - September 2005
Skills
Event Planning, Microsoft Excel, Event Management, Non-profits, Research, Microsoft Office, PowerPoint, Community Outreach, Leadership, Nonprofits, Volunteer Management, Microsoft Word, Public Speaking, Social Media, Analysis, Marketing, Data Analysis
Education
DePaul University 2008 — 2010
MNM, Nonprofit Management
Lake Forest College 2000 — 2004
Bachelor of Arts (B.A.), Asian Studies, History
DePaul University - Kellstadt Graduate School of Business March 2008 - Present
Lake Forest College August 2005 - March 2008
Northwestern Mutual Financial Network July 2004 - September 2005
Skills
Event Planning, Microsoft Excel, Event Management, Non-profits, Research, Microsoft Office, PowerPoint, Community Outreach, Leadership, Nonprofits, Volunteer Management, Microsoft Word, Public Speaking, Social Media, Analysis, Marketing, Data Analysis
Education
DePaul University 2008 — 2010
MNM, Nonprofit Management
Lake Forest College 2000 — 2004
Bachelor of Arts (B.A.), Asian Studies, History
Nicole Clemans's Northwestern Mutual Financial Network Experience September 2008 - November 2009
Job Gnade Insurance Group
Industry Higher Education
Experience
Gnade Insurance Group August 2011 - Present
Trinity Christian College July 2010 - July 2011
Northwestern Mutual Financial Network September 2008 - November 2009
CenterPoint Properties June 2002 - September 2008
Skills
Health Insurance, Sales, Strategic Planning, Financial Analysis, Public Speaking, Customer Service, Insurance, Marketing, Account Management, Event Planning, Management, Microsoft Office, Leadership, Social Media Marketing, Microsoft Excel
Education
Cornerstone University 1998 — 2002
Bachelor of Science, Business/Marketing
Gnade Insurance Group August 2011 - Present
Trinity Christian College July 2010 - July 2011
Northwestern Mutual Financial Network September 2008 - November 2009
CenterPoint Properties June 2002 - September 2008
Skills
Health Insurance, Sales, Strategic Planning, Financial Analysis, Public Speaking, Customer Service, Insurance, Marketing, Account Management, Event Planning, Management, Microsoft Office, Leadership, Social Media Marketing, Microsoft Excel
Education
Cornerstone University 1998 — 2002
Bachelor of Science, Business/Marketing
E. Michael Duffy's Northwestern Mutual Financial Network Experience June 2006 - August 2008
Job Registered Principal at Annex Wealth Management, LLC
Industry Financial Services
Experience
Annex Wealth Management, LLC October 2014 - Present
Annex Wealth Management, LLC April 2012 - September 2014
Annex Wealth Management, LLC February 2010 - March 2012
Wells Fargo / Wells Fargo Funds Distributor, LLC August 2008 - May 2009
Northwestern Mutual Financial Network June 2006 - August 2008
BC Ziegler and Company / Ziegler Consulting Services October 2004 - June 2006
Merrill Lynch / Private Client Group January 2003 - October 2004
Morgan Stanley / Wealth Management Group October 2000 - January 2003
Education
College of the Holy Cross 1996 — 2000
Marquette University High School 1992 — 1996
St. John Vianney Grade School 1984 — 1992
Annex Wealth Management, LLC October 2014 - Present
Annex Wealth Management, LLC April 2012 - September 2014
Annex Wealth Management, LLC February 2010 - March 2012
Wells Fargo / Wells Fargo Funds Distributor, LLC August 2008 - May 2009
Northwestern Mutual Financial Network June 2006 - August 2008
BC Ziegler and Company / Ziegler Consulting Services October 2004 - June 2006
Merrill Lynch / Private Client Group January 2003 - October 2004
Morgan Stanley / Wealth Management Group October 2000 - January 2003
Education
College of the Holy Cross 1996 — 2000
Marquette University High School 1992 — 1996
St. John Vianney Grade School 1984 — 1992
Dan Carlson's Northwestern Mutual Financial Network Experience March 2003 - July 2005
Job Financial Advisor at Northwestern Mutual Tampa
Industry Financial Services
Experience
Northwestern Mutual - Tampa January 2014 - Present
Northwestern Mutual - Washington, DC January 2012 - December 2013
Northwestern Mutual - The Potomac Group June 2007 - December 2011
Northwestern Mutual - The Washington Group July 2005 - June 2007
Northwestern Mutual Financial Network March 2003 - July 2005
Morgan Stanley July 2002 - February 2003
Education
Davidson College 1998 — 2002
Bachelor of Arts, History
Northwestern Mutual - Tampa January 2014 - Present
Northwestern Mutual - Washington, DC January 2012 - December 2013
Northwestern Mutual - The Potomac Group June 2007 - December 2011
Northwestern Mutual - The Washington Group July 2005 - June 2007
Northwestern Mutual Financial Network March 2003 - July 2005
Morgan Stanley July 2002 - February 2003
Education
Davidson College 1998 — 2002
Bachelor of Arts, History
Lauren Shuler's Northwestern Mutual Financial Network Experience November 2009 - December 2011
Job Account Executive at Cumulus Media
Industry Marketing and Advertising
Experience
Cumulus Media October 2012 - Present
Lauren Shuler Designs June 2007 - Present
Northwestern Mutual Financial Network November 2009 - December 2011
Blackbaud 2003 - 2009
Skills
Sales, Marketing, CRM, Customer Service, Salesforce.com, Account Management, Product Design, Advertising, Radio Advertising, Networking, New Business Development, Entrepreneurship
Education
College of Charleston
Cumulus Media October 2012 - Present
Lauren Shuler Designs June 2007 - Present
Northwestern Mutual Financial Network November 2009 - December 2011
Blackbaud 2003 - 2009
Skills
Sales, Marketing, CRM, Customer Service, Salesforce.com, Account Management, Product Design, Advertising, Radio Advertising, Networking, New Business Development, Entrepreneurship
Education
College of Charleston
James Sachs's Northwestern Mutual Financial Network Experience
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network
Skills
Customer Service, Life Insurance, Financial Planning, Leadership, Strategic Planning, Financial Analysis, Sales, Investments, Insurance
Education
Connecticut College
Bachelor of Arts (BA), Economics
Northwestern Mutual Financial Network
Skills
Customer Service, Life Insurance, Financial Planning, Leadership, Strategic Planning, Financial Analysis, Sales, Investments, Insurance
Education
Connecticut College
Bachelor of Arts (BA), Economics
Jamison Vincent's Northwestern Mutual Financial Network Experience May 2005 - August 2006
Job Battalion Adjutant at 2nd Combat Engineer Battalion
Industry Military
Experience
United States Marine Corps October 2009 - Present
United States Marine Corps December 2008 - February 2010
The Active Network August 2007 - May 2008
Northwestern Mutual Financial Network May 2005 - August 2006
Skills
Leadership, Sales, Team Leadership, Project Management, Program Management, Microsoft Office, Enterprise Software, Strategic Planning, Public Speaking, Government
Education
Cornell University 2002 — 2006
BS, Industrial and Labor Relations
Jefferson Community College 2002 — 2003
United States Marine Corps October 2009 - Present
United States Marine Corps December 2008 - February 2010
The Active Network August 2007 - May 2008
Northwestern Mutual Financial Network May 2005 - August 2006
Skills
Leadership, Sales, Team Leadership, Project Management, Program Management, Microsoft Office, Enterprise Software, Strategic Planning, Public Speaking, Government
Education
Cornell University 2002 — 2006
BS, Industrial and Labor Relations
Jefferson Community College 2002 — 2003
Julie Du Lac's Northwestern Mutual Financial Network Experience March 1999 - Present
Job Director of Finance at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network March 1999 - Present
AIA / Paradigm Partners, Inc. July 1998 - February 1999
Corporate Express / SMI May 1995 - July 1998
Business Incentives, Inc. January 1990 - September 1994
Skills
Facilities Management, New Construction /..., Strategic Planning, Financial Accounting, Financial Analysis, Finance, Financial Reporting, Internal Controls, Auditing, Human Resources, Team Building, Leadership, Management, Customer Service, Accounting, Financial Planning, Forecasting, Project Management, Process Improvement, Budgets
Education
Concordia College
BA, English Writing, Political Science, History
Edina East High School
Northwestern Mutual Financial Network March 1999 - Present
AIA / Paradigm Partners, Inc. July 1998 - February 1999
Corporate Express / SMI May 1995 - July 1998
Business Incentives, Inc. January 1990 - September 1994
Skills
Facilities Management, New Construction /..., Strategic Planning, Financial Accounting, Financial Analysis, Finance, Financial Reporting, Internal Controls, Auditing, Human Resources, Team Building, Leadership, Management, Customer Service, Accounting, Financial Planning, Forecasting, Project Management, Process Improvement, Budgets
Education
Concordia College
BA, English Writing, Political Science, History
Edina East High School
Chris Jerin's Northwestern Mutual Financial Network Experience May 2007 - May 2008
Job Investment Consultant
Industry Financial Services
Experience
Calamos Investments January 2009 - Present
Northwestern Mutual Financial Network May 2007 - May 2008
Citigroup July 2006 - May 2007
Lennar January 2001 - March 2006
Skills
Series 6, Asset Managment, Retirement Planning, Series 7, Investments, Wealth Management, Mutual Funds, Asset Allocation, Series 63, Investment Strategies, Investment Advisory, ETFs, Securities, Asset Management, Finance, Financial Services
Education
DePaul University 1996 — 1999
B.A., Political Science and Government
Calamos Investments January 2009 - Present
Northwestern Mutual Financial Network May 2007 - May 2008
Citigroup July 2006 - May 2007
Lennar January 2001 - March 2006
Skills
Series 6, Asset Managment, Retirement Planning, Series 7, Investments, Wealth Management, Mutual Funds, Asset Allocation, Series 63, Investment Strategies, Investment Advisory, ETFs, Securities, Asset Management, Finance, Financial Services
Education
DePaul University 1996 — 1999
B.A., Political Science and Government
Christopher Jerin's Northwestern Mutual Financial Network Experience May 2007 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2007 - Present
Education
DePaul University
Northwestern Mutual Financial Network May 2007 - Present
Education
DePaul University
Meredith (Meredith Jones) Jaggard's Northwestern Mutual Financial Network Experience December 2006 - May 2007
Job Senior Director of Membership Marketing & Social Media at My Carolina Alumni Association
Industry Higher Education
Experience
My Carolina Alumni Association May 2015 - Present
My Carolina Alumni Association June 2011 - Present
University of South Carolina August 2012 - Present
Stacy's Greenhouses December 2008 - June 2011
Midland Auto Recovery September 2006 - December 2008
Northwestern Mutual Financial Network December 2006 - May 2007
4 U R Ranch May 2006 - October 2006
Skills
Management, Sales, Inventory Management, Marketing, Event Planning, Social Media, Social Media Marketing, Event Management, Analysis, Microsoft Office, Marketing Strategy, Customer Satisfaction
Education
Wofford College 2002 — 2006
Bachelor of Arts (BA), Political Science and Government
Colorado State University 2010 — 2012
Master's of Higher Education, Adult Learning and Training
Wofford College 2002 — 2006
B.A, Political Science Government; International Relations
My Carolina Alumni Association May 2015 - Present
My Carolina Alumni Association June 2011 - Present
University of South Carolina August 2012 - Present
Stacy's Greenhouses December 2008 - June 2011
Midland Auto Recovery September 2006 - December 2008
Northwestern Mutual Financial Network December 2006 - May 2007
4 U R Ranch May 2006 - October 2006
Skills
Management, Sales, Inventory Management, Marketing, Event Planning, Social Media, Social Media Marketing, Event Management, Analysis, Microsoft Office, Marketing Strategy, Customer Satisfaction
Education
Wofford College 2002 — 2006
Bachelor of Arts (BA), Political Science and Government
Colorado State University 2010 — 2012
Master's of Higher Education, Adult Learning and Training
Wofford College 2002 — 2006
B.A, Political Science Government; International Relations
Kenneth L MacDonald Jr.'s Northwestern Mutual Financial Network Experience June 2001 - May 2004
Job VP at MacDonald Financial Services, Inc.
Industry Financial Services
Experience
MacDonald Financial Services, Inc. July 2004 - Present
Northwestern Mutual Financial Network June 2001 - May 2004
Leagas Delaney 1999 - 2000
Skills
Estate Planning, Investment Strategies, Investments, Small Business, Series 7, Exchange Traded Funds, Analysis, Wealth Management, Securities, Financial Analysis, Asset Allocation, Life Insurance Planning, Personal Financial..., Alternative Investments, Mutual Funds
Education
Denison University 1992 — 1996
Bachelor's Degree
Denison university 1992 — 1996
Bachelor of Arts (B.A.)
MacDonald Financial Services, Inc. July 2004 - Present
Northwestern Mutual Financial Network June 2001 - May 2004
Leagas Delaney 1999 - 2000
Skills
Estate Planning, Investment Strategies, Investments, Small Business, Series 7, Exchange Traded Funds, Analysis, Wealth Management, Securities, Financial Analysis, Asset Allocation, Life Insurance Planning, Personal Financial..., Alternative Investments, Mutual Funds
Education
Denison University 1992 — 1996
Bachelor's Degree
Denison university 1992 — 1996
Bachelor of Arts (B.A.)
Lizzie Buczkowski's Northwestern Mutual Financial Network Experience May 2007 - June 2009
Job High School Mathematics Specialist at Chicago Public Schools
Industry Primary/Secondary Education
Experience
Chicago Public Schools, Office of Core Curriculum September 2014 - Present
Chicago Public Schools May 2011 - Present
Aspira Inc. of Illinois January 2011 - May 2011
Northwestern Mutual Financial Network May 2007 - June 2009
Education
DePaul University 2008 — 2010
Masters, Secondary Education, Mathematics
University of Illinois at Urbana-Champaign 2001 — 2005
BS, International, Resource and Consumer Economics
Chicago Public Schools, Office of Core Curriculum September 2014 - Present
Chicago Public Schools May 2011 - Present
Aspira Inc. of Illinois January 2011 - May 2011
Northwestern Mutual Financial Network May 2007 - June 2009
Education
DePaul University 2008 — 2010
Masters, Secondary Education, Mathematics
University of Illinois at Urbana-Champaign 2001 — 2005
BS, International, Resource and Consumer Economics
Lisa A.F. Barefield's Northwestern Mutual Financial Network Experience June 2008 - December 2012
Job Teen & Adult Services Librarian at Bartlett Public Library District
Industry Financial Services
Experience
Bartlett Public Library District June 2013 - Present
Oak Park Public Library August 2012 - Present
Hinsdale Central HS March 2013 - April 2013
Florence Nightingale Elementary School - CPS January 2013 - February 2013
Northwestern Mutual Financial Network June 2008 - December 2012
Echelon Press, LLC June 2007 - June 2010
Skills
Public Speaking, Research, Microsoft Office, Databases, Teaching, PowerPoint, Customer Service, HTML, CSS, Animoto, Prezi, Photostory, Books, Reader's Advisory, Social Media, Blogging, Libraries, Social Networking, Collection Development, Editing
Education
Dominican University 2010 — 2012
MLIS, Library and Information Science
University of Illinois at Urbana-Champaign 2004 — 2008
BA, English
University of Liverpool 2007 — 2007
Study Abroad
Bartlett Public Library District June 2013 - Present
Oak Park Public Library August 2012 - Present
Hinsdale Central HS March 2013 - April 2013
Florence Nightingale Elementary School - CPS January 2013 - February 2013
Northwestern Mutual Financial Network June 2008 - December 2012
Echelon Press, LLC June 2007 - June 2010
Skills
Public Speaking, Research, Microsoft Office, Databases, Teaching, PowerPoint, Customer Service, HTML, CSS, Animoto, Prezi, Photostory, Books, Reader's Advisory, Social Media, Blogging, Libraries, Social Networking, Collection Development, Editing
Education
Dominican University 2010 — 2012
MLIS, Library and Information Science
University of Illinois at Urbana-Champaign 2004 — 2008
BA, English
University of Liverpool 2007 — 2007
Study Abroad
Drew Pinkston's Northwestern Mutual Financial Network Experience November 2007 - May 2008
Job Cook/Chef/Owner
Industry Restaurants
Experience
LUSCO'S INCORPORATED May 2008 - Present
MIssissippi Delta Community College August 2013 - May 2014
NORTHWESTERN MUTUAL FINANCIAL NETWORK November 2007 - May 2008
JOHN RICHARD INVESTMENTS September 2006 - November 2007
AMERICAN GENERAL FINANCIAL SERVICES May 2006 - September 2006
Skills
Sales, Financial Analysis, Accounting, Marketing, Contract Negotiation, Risk Management, Process Improvement, Inventory Management, Budgets, Banking, Sarbanes-Oxley, Microsoft Excel, Microsoft Office, Social Media, New Business Development, Training, Entrepreneurship
Education
Mississippi Delta Community College 2008 — 2010
Associate of Applied Science, Culinary Arts Technology
Delta State University 2004 — 2005
Master of Business Administration, Business Administration
UNIVERSITY OF MISSISSIPPI, University 1998 — 2001
Bachelor of Business Administration (BBA), Marketing
Mississippi Delta Community College 1996 — 1998
General Studies
LUSCO'S INCORPORATED May 2008 - Present
MIssissippi Delta Community College August 2013 - May 2014
NORTHWESTERN MUTUAL FINANCIAL NETWORK November 2007 - May 2008
JOHN RICHARD INVESTMENTS September 2006 - November 2007
AMERICAN GENERAL FINANCIAL SERVICES May 2006 - September 2006
Skills
Sales, Financial Analysis, Accounting, Marketing, Contract Negotiation, Risk Management, Process Improvement, Inventory Management, Budgets, Banking, Sarbanes-Oxley, Microsoft Excel, Microsoft Office, Social Media, New Business Development, Training, Entrepreneurship
Education
Mississippi Delta Community College 2008 — 2010
Associate of Applied Science, Culinary Arts Technology
Delta State University 2004 — 2005
Master of Business Administration, Business Administration
UNIVERSITY OF MISSISSIPPI, University 1998 — 2001
Bachelor of Business Administration (BBA), Marketing
Mississippi Delta Community College 1996 — 1998
General Studies
Ashley Parham's Northwestern Mutual Financial Network Experience March 2008 - December 2009
Job Personal Financial Representative at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase December 2009 - Present
Northwestern Mutual Financial Network March 2008 - December 2009
Sequoia Union High School District August 2006 - March 2008
BioCentury Publications May 2004 - August 2006
Education
Lake Forest College 2003 — 2005
Bachelor of Art, Philosophy
College of San Mateo 1999 — 2002
Associate of Art, Liberal Studies
Aragon High School 1995 — 1999
JP Morgan Chase December 2009 - Present
Northwestern Mutual Financial Network March 2008 - December 2009
Sequoia Union High School District August 2006 - March 2008
BioCentury Publications May 2004 - August 2006
Education
Lake Forest College 2003 — 2005
Bachelor of Art, Philosophy
College of San Mateo 1999 — 2002
Associate of Art, Liberal Studies
Aragon High School 1995 — 1999
Katy Gaughan's Northwestern Mutual Financial Network Experience 2004 - Present
Job Training and Development Supervisor at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual Financial Network 2004 - Present
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Talent Acquisition, Training
Education
Dominican University 1996 — 2000
Master of Arts (M.A.), Elementary Education and Teaching
Northwestern Mutual Financial Network 2004 - Present
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Talent Acquisition, Training
Education
Dominican University 1996 — 2000
Master of Arts (M.A.), Elementary Education and Teaching
Julie Kyle's Northwestern Mutual Financial Network Experience AdministratorThe Garry Law Firm, P.C.1999 - 2008
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network AdministratorThe Garry Law Firm, P.C.1999 - 2008
Education
DePaul University 2001 — 2004
Northwestern Mutual Financial Network AdministratorThe Garry Law Firm, P.C.1999 - 2008
Education
DePaul University 2001 — 2004
Brian Teague's Northwestern Mutual Financial Network Experience December 2007 - August 2008
Job Development Associate at The Greater Boston Food Bank
Industry Nonprofit Organization Management
Experience
The Greater Boston Food Bank June 2015 - Present
Young Professionals Committee Crohn's & Colitis Foundation of America New England June 2012 - Present
Team Intestinal Fortitude December 2010 - Present
erecruit enterprise staffing software October 2014 - April 2015
Institute for Community Health January 2013 - October 2014
Emma's Enterprises, INC. September 2008 - January 2013
Northwestern Mutual Financial Network December 2007 - August 2008
Skills
Networking, Fundraising, Insurance, Team Building, Strategic Planning, Microsoft Office, Financial Analysis, Life Insurance, Customer Service, Bilingual, Organizational..., Microsoft Excel, Peachtree, Management, Non-profits, Recruiting, Event Planning, Start-ups, Team Leadership, Public Speaking, Public Relations, Social Media, Business Strategy, Marketing Strategy, Event Management, Marketing Communications, Social Media Marketing, Community Outreach, Nonprofits, Training, Time Management, Finance, Marketing, PowerPoint, Social Networking, Human Resources, Project Planning, Leadership, Leadership Development, Outlook, Volunteer Management, Program Management, Facebook, Data Analysis, Microsoft Word, Program Development, Policy, Research, Proposal Writing, Strategy
Education
Massasoit Community College 2007 — 2009
Associate of Arts (AA), Business Operations Management
Dean College 2005 — 2007
Business Administration
Oliver Ames High School
The Greater Boston Food Bank June 2015 - Present
Young Professionals Committee Crohn's & Colitis Foundation of America New England June 2012 - Present
Team Intestinal Fortitude December 2010 - Present
erecruit enterprise staffing software October 2014 - April 2015
Institute for Community Health January 2013 - October 2014
Emma's Enterprises, INC. September 2008 - January 2013
Northwestern Mutual Financial Network December 2007 - August 2008
Skills
Networking, Fundraising, Insurance, Team Building, Strategic Planning, Microsoft Office, Financial Analysis, Life Insurance, Customer Service, Bilingual, Organizational..., Microsoft Excel, Peachtree, Management, Non-profits, Recruiting, Event Planning, Start-ups, Team Leadership, Public Speaking, Public Relations, Social Media, Business Strategy, Marketing Strategy, Event Management, Marketing Communications, Social Media Marketing, Community Outreach, Nonprofits, Training, Time Management, Finance, Marketing, PowerPoint, Social Networking, Human Resources, Project Planning, Leadership, Leadership Development, Outlook, Volunteer Management, Program Management, Facebook, Data Analysis, Microsoft Word, Program Development, Policy, Research, Proposal Writing, Strategy
Education
Massasoit Community College 2007 — 2009
Associate of Arts (AA), Business Operations Management
Dean College 2005 — 2007
Business Administration
Oliver Ames High School
Anthony Mantucca's Northwestern Mutual Financial Network Experience June 2000 - August 2000
Job Director, Software Asset Management at UBS
Industry Financial Services
Experience
UBS January 2003 - Present
Northwestern Mutual Financial Network June 2000 - August 2000
Skills
Software Asset..., IT Service Management, Virtualization, ITIL, Cloud Computing, FlexNet Management..., BMC Atrium Discovery..., Microsoft SCCM, Disaster Recovery, IT Management, Infrastructure, Vendor Management, Service Delivery, IT Operations, IT Outsourcing, Outsourcing, Enterprise Architecture, IT Strategy, SCCM, Business Analysis
Education
Elmhurst College 1999 — 2001
Bachelor of Science, Finance
DePaul University
Business Information Technology
UBS January 2003 - Present
Northwestern Mutual Financial Network June 2000 - August 2000
Skills
Software Asset..., IT Service Management, Virtualization, ITIL, Cloud Computing, FlexNet Management..., BMC Atrium Discovery..., Microsoft SCCM, Disaster Recovery, IT Management, Infrastructure, Vendor Management, Service Delivery, IT Operations, IT Outsourcing, Outsourcing, Enterprise Architecture, IT Strategy, SCCM, Business Analysis
Education
Elmhurst College 1999 — 2001
Bachelor of Science, Finance
DePaul University
Business Information Technology
Dave Hachey, CLU, ChFC, CLTC's Northwestern Mutual Financial Network Experience June 1978 - Present
Job Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 1978 - Present
Education
Columbia University in the City of New York 1975 — 1979
Bachelor of Arts
Northwestern Mutual Financial Network June 1978 - Present
Education
Columbia University in the City of New York 1975 — 1979
Bachelor of Arts
Jackie Barribeau's Northwestern Mutual Financial Network Experience October 2008 - July 2009
Job Market Development, Ozaukee County at FedEx Services
Industry Transportation/Trucking/Railroad
Experience
FedEx May 2012 - Present
Valassis December 2011 - May 2012
Midwest Paralegal Services, Inc. July 2009 - September 2011
Northwestern Mutual Financial Network October 2008 - July 2009
Howard Miller 2001 - 2008
Milwaukee Journal Sentinel 1989 - 2001
Skills
Sales, New Business Development, Team Building, Negotiation, B2B, Customer Service, Contract Negotiation, Sales Presentations, Sales Management, Selling, CRM, Team Leadership, Account Management, Sales Process, Marketing Strategy, Marketing, Strategic Planning, Salesforce.com, Lead Generation, Cold Calling, Direct Sales, Sales Operations, Trade Shows, International Sales, Product Development, Customer Retention, Advertising, Key Account Management
Education
Concordia University-Wisconsin 1999 — 2001
Bachelor, Business Management & Communication
FedEx May 2012 - Present
Valassis December 2011 - May 2012
Midwest Paralegal Services, Inc. July 2009 - September 2011
Northwestern Mutual Financial Network October 2008 - July 2009
Howard Miller 2001 - 2008
Milwaukee Journal Sentinel 1989 - 2001
Skills
Sales, New Business Development, Team Building, Negotiation, B2B, Customer Service, Contract Negotiation, Sales Presentations, Sales Management, Selling, CRM, Team Leadership, Account Management, Sales Process, Marketing Strategy, Marketing, Strategic Planning, Salesforce.com, Lead Generation, Cold Calling, Direct Sales, Sales Operations, Trade Shows, International Sales, Product Development, Customer Retention, Advertising, Key Account Management
Education
Concordia University-Wisconsin 1999 — 2001
Bachelor, Business Management & Communication
Joanna Concepcion's Northwestern Mutual Financial Network Experience October 2007 - February 2009
Job Recruiting Manager
Industry Oil & Energy
Experience
Wholesale Energy April 2009 - Present
Northwestern Mutual Financial Network October 2007 - February 2009
Education
Community College of Rhode Island
Certificate, Computers
Wholesale Energy April 2009 - Present
Northwestern Mutual Financial Network October 2007 - February 2009
Education
Community College of Rhode Island
Certificate, Computers
Steve Whited's Northwestern Mutual Financial Network Experience September 1989 - Present
Job Financial Adviser at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network September 1989 - Present
Education
College for Financial Planning
CFP, Financial Planning
The American College
CLU, ChFC, Insurance and Investment Planning
National Louis University 1985 — 1988
MS, School Psychology
Western Illinois University 1974 — 1979
BA, English
Wm. Fremd
Northwestern Mutual Financial Network September 1989 - Present
Education
College for Financial Planning
CFP, Financial Planning
The American College
CLU, ChFC, Insurance and Investment Planning
National Louis University 1985 — 1988
MS, School Psychology
Western Illinois University 1974 — 1979
BA, English
Wm. Fremd
Karyl L. Moesel's Northwestern Mutual Financial Network Experience August 2008 - Present
Job Administrative Organizer
Industry Financial Services
Experience
Northwestern Mutual Financial Network August 2008 - Present
Karyl L. Moesel Photography, Inc aka Moesel Photography 1995 - 2007
American Counseling Association 1989 - 1995
Manulife Financial 1978 - 1983
United States Marine Corps 1967 - 1978
Education
College of Business 1982 — 1986
MBA, Business
Juniata College 1963 — 1967
BS, Home Economics
Northwestern Mutual Financial Network August 2008 - Present
Karyl L. Moesel Photography, Inc aka Moesel Photography 1995 - 2007
American Counseling Association 1989 - 1995
Manulife Financial 1978 - 1983
United States Marine Corps 1967 - 1978
Education
College of Business 1982 — 1986
MBA, Business
Juniata College 1963 — 1967
BS, Home Economics
Lauren Fukuda's Northwestern Mutual Financial Network Experience 2010 - 2010
Job Student at Creighton University
Industry Individual & Family Services
Experience
Northwestern Mutual Financial Network 2010 - 2010
Education
Creighton University 2006 — 2010
Northwestern Mutual Financial Network 2010 - 2010
Education
Creighton University 2006 — 2010
Landna McGill's Northwestern Mutual Financial Network Experience January 2009 - August 2009
Job Assistant at Eye Care Associates
Industry Medical Practice
Experience
Eye Care Associates October 2009 - Present
Northwestern Mutual Financial Network January 2009 - August 2009
ING June 2006 - July 2008
Eddie Bauer September 2005 - May 2006
UniversiTees August 2003 - March 2005
Skills
Customer Service, Data Entry, Teamwork, Sales, Microsoft Office, Leadership
Education
Des Moines Area Community College 2001 — 2003
AAS, Marketing
Des Moines Area Community College 2001 — 2003
AAS, Fashion Merchandising & Design
Iowa State University 1998 — 2000
Textiles & Clothing
East High (Des Moines) 1994 — 1998
Eye Care Associates October 2009 - Present
Northwestern Mutual Financial Network January 2009 - August 2009
ING June 2006 - July 2008
Eddie Bauer September 2005 - May 2006
UniversiTees August 2003 - March 2005
Skills
Customer Service, Data Entry, Teamwork, Sales, Microsoft Office, Leadership
Education
Des Moines Area Community College 2001 — 2003
AAS, Marketing
Des Moines Area Community College 2001 — 2003
AAS, Fashion Merchandising & Design
Iowa State University 1998 — 2000
Textiles & Clothing
East High (Des Moines) 1994 — 1998
Scott Schiavone's Northwestern Mutual Financial Network Experience June 1999 - Present
Job Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 1999 - Present
Education
College of Charleston 1987 — 1990
Bachelors of Science, Business
Northwestern Mutual Financial Network June 1999 - Present
Education
College of Charleston 1987 — 1990
Bachelors of Science, Business
Jonathan Kanter's Northwestern Mutual Financial Network Experience March 2010 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Marketing and Advertising
Experience
Northwestern Mutual Financial Network March 2010 - Present
Northwestern Mutual March 2010 - 2010
Prestige Lexus 2005 - 2008
Sheldon Gross Realty, Inc. 2003 - 2004
Kaleidoscope Design 1999 - 2002
Lexington Chevrolet,Inc. 1990 - 1998
Education
Cornell University 1984 — 1987
MLA, Landscape Architecture
Vermont Law School 1980 — 1982
MSL, Environmental and Public Policy Law
Hobart and William Smith Colleges 1976 — 1980
BA, American Studies
Newark Academy
Northwestern Mutual Financial Network March 2010 - Present
Northwestern Mutual March 2010 - 2010
Prestige Lexus 2005 - 2008
Sheldon Gross Realty, Inc. 2003 - 2004
Kaleidoscope Design 1999 - 2002
Lexington Chevrolet,Inc. 1990 - 1998
Education
Cornell University 1984 — 1987
MLA, Landscape Architecture
Vermont Law School 1980 — 1982
MSL, Environmental and Public Policy Law
Hobart and William Smith Colleges 1976 — 1980
BA, American Studies
Newark Academy
Creighton Randolph, CLU, ChFC's Northwestern Mutual Financial Network Experience Financial RepresentativeNorthwestern Mutual LifeNovember 1986 - Present
Job Financial Representative at Northwestern Mutual Life
Industry Financial Services
Experience
Northwestern Mutual Financial Network Financial RepresentativeNorthwestern Mutual LifeNovember 1986 - Present
Skills
Investments, Insurance, Financial Advisory, Retirement Planning, Risk Management, Finance, Financial Analysis, Wealth Accumulation, Securities
Education
Creighton University 1975 — 1979
BA-Economics, Economics and Business Administration
Northwestern Mutual Financial Network Financial RepresentativeNorthwestern Mutual LifeNovember 1986 - Present
Skills
Investments, Insurance, Financial Advisory, Retirement Planning, Risk Management, Finance, Financial Analysis, Wealth Accumulation, Securities
Education
Creighton University 1975 — 1979
BA-Economics, Economics and Business Administration
Cristian Colvin's Northwestern Mutual Financial Network Experience 2009 - 2009
Job Global Account Manager at TriTech Logistics Ltd.
Industry Logistics and Supply Chain
Experience
Tri-Tech Logistics Ltd. February 2014 - Present
Kingpin Logistics LLC January 2013 - February 2014
Kingpin Logistics LLC August 2012 - March 2013
Northwestern Mutual Financial Network 2009 - 2009
Skills
Operations Management, Transportation..., Logistics Management, New Market Expansion, New Markets Development, New Market Growth, Marketing Management, Import Export, Integrated Supply Chain..., Supply Chain..., Supply Chain Management, Freight Brokerage, Warehousing, Sales Operations, Transportation, Supply Chain, Freight Forwarding, Supply Chain Consulting, Logistics, Management, Leadership, Sales, Marketing
Education
Fairfield University 2008 — 2010
Universidad de Leon 2009 — 2009
CMP
Dean College
Dean College
Dean College
FCDS
Manch Vegas
Manchester Essex
dexter ln
Tri-Tech Logistics Ltd. February 2014 - Present
Kingpin Logistics LLC January 2013 - February 2014
Kingpin Logistics LLC August 2012 - March 2013
Northwestern Mutual Financial Network 2009 - 2009
Skills
Operations Management, Transportation..., Logistics Management, New Market Expansion, New Markets Development, New Market Growth, Marketing Management, Import Export, Integrated Supply Chain..., Supply Chain..., Supply Chain Management, Freight Brokerage, Warehousing, Sales Operations, Transportation, Supply Chain, Freight Forwarding, Supply Chain Consulting, Logistics, Management, Leadership, Sales, Marketing
Education
Fairfield University 2008 — 2010
Universidad de Leon 2009 — 2009
CMP
Dean College
Dean College
Dean College
FCDS
Manch Vegas
Manchester Essex
dexter ln
Jessie DeGiorgio's Northwestern Mutual Financial Network Experience January 2002 - Present
Job Director of Client Relations Center & Snr Tech Coordinator
Industry Insurance
Experience
Northwestern Mutual Financial Network January 2002 - Present
Northwestern Mutual Life January 2002 - Present
The Lowrey Financial Group, Northwestern Mutual Financial Network 2002 - Present
Northwestern Mutual 2002 - Present
JB Hanauer & Co July 1995 - July 2001
The Equitable Life Insurance Co August 1989 - July 1994
Multiple Insurance Carries August 1968 - August 1989
Skills
Customer Service, Problem Solving, Customer Relations, Life Insurance, Employee Benefits, Banking, Insurance, Management
Education
County College of Morris
Criminal Law, Acct, English etc.
Northwestern Mutual Financial Network January 2002 - Present
Northwestern Mutual Life January 2002 - Present
The Lowrey Financial Group, Northwestern Mutual Financial Network 2002 - Present
Northwestern Mutual 2002 - Present
JB Hanauer & Co July 1995 - July 2001
The Equitable Life Insurance Co August 1989 - July 1994
Multiple Insurance Carries August 1968 - August 1989
Skills
Customer Service, Problem Solving, Customer Relations, Life Insurance, Employee Benefits, Banking, Insurance, Management
Education
County College of Morris
Criminal Law, Acct, English etc.
Vlad Gotkis's Northwestern Mutual Financial Network Experience June 2009 - October 2012
Job Founder & Head Instructor Impact Dojo
Industry Health, Wellness and Fitness
Experience
AXA Advisors September 2012 - October 2013
Northwestern Mutual Financial Network June 2009 - October 2012
Skills
Investments, Financial Analysis, Series 7, Strategic Financial..., Financial Planning, Retirement Planning, Risk Management, Fixed Annuities, Retirement, Estate Planning, Loans, Life Insurance, Asset Allocation, Asset Management, Disability Insurance, Securities, Series 63, Finance, Customer Service, Financial Modeling, Wealth Accumulation, Insurance, Mutual Funds, Uniform Combined State..., Financial Services, Portfolio Management, Wealth Management, Long-term Care, Microsoft Excel, Education Funding
Education
DePaul University
DePaul University
AXA Advisors September 2012 - October 2013
Northwestern Mutual Financial Network June 2009 - October 2012
Skills
Investments, Financial Analysis, Series 7, Strategic Financial..., Financial Planning, Retirement Planning, Risk Management, Fixed Annuities, Retirement, Estate Planning, Loans, Life Insurance, Asset Allocation, Asset Management, Disability Insurance, Securities, Series 63, Finance, Customer Service, Financial Modeling, Wealth Accumulation, Insurance, Mutual Funds, Uniform Combined State..., Financial Services, Portfolio Management, Wealth Management, Long-term Care, Microsoft Excel, Education Funding
Education
DePaul University
DePaul University
Sonya Baratta's Northwestern Mutual Financial Network Experience January 2005 - June 2010
Job Administration
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 2005 - June 2010
Sacred Heart Medical Center April 2004 - December 2004
KNXV - ABC 15 April 2002 - October 2003
Kulicke and Soffa September 1996 - February 2002
Skills
Customer Service, Fixed Annuities, Management, Strategic Financial..., Financial Analysis, Public Speaking, Time Management, Process Improvement, Insurance
Education
Colorado State University 1986 — 1991
Bachelor of Science, Business Administration
Northwestern Mutual Financial Network January 2005 - June 2010
Sacred Heart Medical Center April 2004 - December 2004
KNXV - ABC 15 April 2002 - October 2003
Kulicke and Soffa September 1996 - February 2002
Skills
Customer Service, Fixed Annuities, Management, Strategic Financial..., Financial Analysis, Public Speaking, Time Management, Process Improvement, Insurance
Education
Colorado State University 1986 — 1991
Bachelor of Science, Business Administration
Tyler Dolanch's Northwestern Mutual Financial Network Experience May 2010 - August 2010
Job Bank of America NA Legacy Assets Services
Industry Financial Services
Experience
Bank of America May 2011 - Present
Northwestern Mutual Financial Network May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Economics, Mortgage Servicing, Interpersonal..., Enjoy Working with..., Research
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Finance, Corporate Fianace
Denison University 2007 — 2011
Bachelor's degree, Economics
Bank of America May 2011 - Present
Northwestern Mutual Financial Network May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Economics, Mortgage Servicing, Interpersonal..., Enjoy Working with..., Research
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Finance, Corporate Fianace
Denison University 2007 — 2011
Bachelor's degree, Economics
Matthew K. Brenneman CFP®'s Northwestern Mutual Financial Network Experience August 2006 - February 2012
Job CERTIFIED FINANCIAL PLANNER TM Practicioner at Brenneman Independent Planning LLC
Industry Financial Services
Experience
Brenneman Independent Planning LLC February 2012 - Present
Northwestern Mutual Financial Network August 2006 - February 2012
Western & Southern Financial Group April 2006 - August 2006
American Family Life Assurance Company July 2005 - April 2006
Education
American College 2007 — 2011
Multiple Designation Certificates, Financial Planning and Services
College for Financial Planning 2010 — 2010
Certified Financial Planner Designation
James Madison University 1998 — 2002
Bachelor of Science (BS), Integrated Science and Technology - Biotechnology
Brenneman Independent Planning LLC February 2012 - Present
Northwestern Mutual Financial Network August 2006 - February 2012
Western & Southern Financial Group April 2006 - August 2006
American Family Life Assurance Company July 2005 - April 2006
Education
American College 2007 — 2011
Multiple Designation Certificates, Financial Planning and Services
College for Financial Planning 2010 — 2010
Certified Financial Planner Designation
James Madison University 1998 — 2002
Bachelor of Science (BS), Integrated Science and Technology - Biotechnology
Joel Duverge's Northwestern Mutual Financial Network Experience August 2010 - March 2011
Job Director of Constituent Services at NYC Department of Correction
Industry Public Relations and Communications
Experience
NYC Department of Correction October 2013 - Present
NYC Department of Correction January 2013 - October 2013
NYC Department of Correction March 2011 - December 2012
Northwestern Mutual Financial Network August 2010 - March 2011
Skills
Finance, Financial Analysis, Accounting, Long-term Customer..., Microsoft Office, Data Analysis, Research
Education
Dowling College 2010 — 2011
MBA, Corporate Finance
Dowling College 2007 — 2010
BA, Accounting
University of Massachusetts, Amherst
NYC Department of Correction October 2013 - Present
NYC Department of Correction January 2013 - October 2013
NYC Department of Correction March 2011 - December 2012
Northwestern Mutual Financial Network August 2010 - March 2011
Skills
Finance, Financial Analysis, Accounting, Long-term Customer..., Microsoft Office, Data Analysis, Research
Education
Dowling College 2010 — 2011
MBA, Corporate Finance
Dowling College 2007 — 2010
BA, Accounting
University of Massachusetts, Amherst
Amy Oler Holthouse's Northwestern Mutual Financial Network Experience January 2001 - July 2006
Job President/ CEO
Industry Nonprofit Organization Management
Experience
Wayne County Area Chamber of Commerce September 2008 - Present
Northwestern Mutual Financial Network January 2001 - July 2006
Galyan's Trading Company April 1999 - March 2003
Skills
Public Speaking, Social Networking, Strategic Communications, Leadership Development, Social Media, Program Development, Leadership, Team Building, Grant Writing, Community Outreach, Public Relations, Strategic Planning, Editing, Media Relations, Marketing Communications, Community Development, Marketing, Organizational..., Social Media Marketing, Budgets, Teaching, Training, Event Planning, Customer Service, Fundraising
Education
DePauw University 1987 — 1991
Bachelors Degree, Communications
Richmond High School, Richmond, IN 1985 — 1987
1987 Graduate
Wayne County Area Chamber of Commerce September 2008 - Present
Northwestern Mutual Financial Network January 2001 - July 2006
Galyan's Trading Company April 1999 - March 2003
Skills
Public Speaking, Social Networking, Strategic Communications, Leadership Development, Social Media, Program Development, Leadership, Team Building, Grant Writing, Community Outreach, Public Relations, Strategic Planning, Editing, Media Relations, Marketing Communications, Community Development, Marketing, Organizational..., Social Media Marketing, Budgets, Teaching, Training, Event Planning, Customer Service, Fundraising
Education
DePauw University 1987 — 1991
Bachelors Degree, Communications
Richmond High School, Richmond, IN 1985 — 1987
1987 Graduate
Paul Vaeth's Northwestern Mutual Financial Network Experience July 2010 - April 2011
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Citi November 2014 - Present
Citi July 2012 - November 2014
Northwestern Mutual July 2010 - April 2011
NORTHWESTERN MUTUAL FINANCIAL NETWORK July 2010 - April 2011
Broadridge June 2009 - August 2009
DODGE FITNESS CENTER September 2007 - May 2009
BROADRIDGE FINANCIAL SOLUTIONS June 2008 - August 2008
ISLAND STEEL COMPANY May 2007 - August 2007
Education
Columbia University in the City of New York 2007 — 2011
Bachelor, Economics
COLUMBIA UNIVERSITY New
B.A, Economics
Citi November 2014 - Present
Citi July 2012 - November 2014
Northwestern Mutual July 2010 - April 2011
NORTHWESTERN MUTUAL FINANCIAL NETWORK July 2010 - April 2011
Broadridge June 2009 - August 2009
DODGE FITNESS CENTER September 2007 - May 2009
BROADRIDGE FINANCIAL SOLUTIONS June 2008 - August 2008
ISLAND STEEL COMPANY May 2007 - August 2007
Education
Columbia University in the City of New York 2007 — 2011
Bachelor, Economics
COLUMBIA UNIVERSITY New
B.A, Economics
Alex Delzer's Northwestern Mutual Financial Network Experience May 2011 - 2011
Job Corporate Support at Push Pedal Pull
Industry Food & Beverages
Experience
Arbonne International LLC May 2015 - Present
Push Pedal Pull January 2015 - Present
Wells Fargo Home Mortgage August 2014 - January 2015
Firstline Funding Group February 2012 - August 2014
Rumors Lounge September 2011 - February 2012
Mochavino May 2010 - November 2011
Jenica Jewelry August 2009 - May 2011
Bulldog Media Group, Inc. May 2007 - April 2011
Northwestern Mutual Financial Network May 2011 - 2011
2nd Street Diner July 2005 - May 2007
Skills
Microsoft Office, Time Management, CRM, Social Media Marketing, Customer Service, Social Media, Advertising, Email Marketing, Marketing Strategy, Online Marketing, PowerPoint, Microsoft Excel
Education
Dakota State University 2007 — 2011
BBA, Marketing and Management
Madison High School 2003 — 2007
Arbonne International LLC May 2015 - Present
Push Pedal Pull January 2015 - Present
Wells Fargo Home Mortgage August 2014 - January 2015
Firstline Funding Group February 2012 - August 2014
Rumors Lounge September 2011 - February 2012
Mochavino May 2010 - November 2011
Jenica Jewelry August 2009 - May 2011
Bulldog Media Group, Inc. May 2007 - April 2011
Northwestern Mutual Financial Network May 2011 - 2011
2nd Street Diner July 2005 - May 2007
Skills
Microsoft Office, Time Management, CRM, Social Media Marketing, Customer Service, Social Media, Advertising, Email Marketing, Marketing Strategy, Online Marketing, PowerPoint, Microsoft Excel
Education
Dakota State University 2007 — 2011
BBA, Marketing and Management
Madison High School 2003 — 2007
Gloria Jones's Northwestern Mutual Financial Network Experience May 2002 - January 2014
Job Business Office Manager at Burks Financial Group
Industry Financial Services
Experience
Burks Financial Group January 2014 - Present
Northwestern Mutual Financial Network May 2002 - January 2014
The Results Companies 2013 - 2013
Skills
Education Funding, Wealth Accumulation, Long Term Care Insurance, Retirement Planning, Life & Health Insurance..., Disability Insurance, Life Insurance, Retirement
Education
Cuyahoga Community College
Accounting and Business/Management
Burks Financial Group January 2014 - Present
Northwestern Mutual Financial Network May 2002 - January 2014
The Results Companies 2013 - 2013
Skills
Education Funding, Wealth Accumulation, Long Term Care Insurance, Retirement Planning, Life & Health Insurance..., Disability Insurance, Life Insurance, Retirement
Education
Cuyahoga Community College
Accounting and Business/Management
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO