Northwestern Mutual Financial Network
Industry: Insurance company
DescriptionFounded: 2007 Parent organization: Northwestern Mutual
Northwestern Mutual Financial Network List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Northwestern Mutual Financial Network. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Northwestern Mutual Financial Network Employees
Northwestern Mutual Financial Network March 2008 - Present
Skills
Event Planning, Teamwork, Security, Banking, Training, Management, Staff Development, Creative Direction, Corporate Finance, Asset Management, Time Management, Team Building, Leadership, Financial Analysis, Financial Planning, Risk Management, Insurance, Outlook, Strategic Planning, Strategic Financial..., Communication, New Business Development, Forecasting, Facebook, Cold Calling, Investments, Public Speaking, Investment Strategies, Business Strategy, Financial Modeling, Financial Services, Sales Management, Business Development, Data Analysis, 401k, Finance, Fixed Annuities, Retirement Planning, Team Leadership, Coaching
Education
Loyola University of Chicago
Bachelor of Business Administration, Finance and Economics
Northwestern Mutual Financial Network May 2004 - Present
Education
Madison Area Technical College 1993 — 1995
B.B.A.
ServiceMaster Restore January 2015 - Present
ServiceMaster Clean June 2013 - Present
Advance America October 2012 - June 2013
H&R Block May 2009 - May 2012
H&R Block May 2007 - May 2009
H&R Block July 2006 - May 2007
MarketSource October 2001 - July 2006
Northwestern Mutual Financial Network 2004 - 2005
Skills
Performance Management, Training, Profit, Sales, Franchising, Multi-unit Retail..., Budgets, District Management, Marketing, Multi-Unit Leadership, Operations Management, Business Analysis, Revenue & Profit Growth, Strategic Planning, Franchise Development, Relationship Management, Sales Presentations, Franchise Sales, Field Operations, Operations Audit, Opening New Stores, Multi-Unit Operations..., Field Marketing, Compliance, Team Building, Leadership, Management, Business Development, Small Business..., Social Media Marketing, Email Marketing, 360 Feedback, Market Research, Strategy Implementation, Balance Sheet Review, Cash Flow, Net Promoter Score, Gross Margin, Gross Profit, Business Relationship..., Training & Development, Franchise Consulting, Franchise Agreements, New Business Development, Retail, Coaching, Sales Management
Education
Manchester University 2001 — 2004
BS, Business Administration
Milwaukee Area Technical College January 2012 - Present
Helios USA, LLC February 2011 - June 2012
Northwestern Mutual Financial Network May 2008 - March 2011
Hispanic Chamber of Commerce 2008 - 2011
Mekatos 2009 - 2010
NAMWOLF May 2007 - December 2007
United States Congress May 2005 - August 2005
Gardner Bender Co May 2002 - August 2003
Skills
Spanish, Languages, Economics, Microsoft Excel, Budgets, Marketing, Financial Analysis, Public Speaking, Strategic Planning, Nonprofits, Research, Insurance, Leadership, Team Building, French, Social Media, Accounting, Data Analysis, Auditing, Finance, Teaching
Education
Marquette University 2007 — 2010
MS - Applied Economics, International Economics
Marquette University - School of Business Administration 2007 — 2010
BA, Economics/Political Science/Italian Language and Literature
Marquette University 2003 — 2007
Political Science/Economics, Law and Politics/Internaitonal Economics
School of Arts and Sciences 2003 — 2007
Masters of Science, Applied Economics
University of International Business and Economics 2006 — 2006
BS, Business Economics
Dante Alighieri University - School of Languages 2004 — 2004
Economics, Political Science (Law and Politics); Italian Language and Literature
Whitefish Bay High School 2000 — 2003
Aspin Center - School of Arts and Sciences
Corner Stone Realty, LLC 2013 - Present
United States Postal Service December 2010 - May 2013
Baystate Financial Services July 2008 - July 2010
Waddell & Reed September 2007 - June 2008
Northwestern Mutual Financial Network December 2004 - August 2007
Skills
Investment Properties, Investments, Foreclosures, Referrals, First Time Home Buyers, Real Estate, Short Sales, Relocation, REO, Listings, New Home Sales, Investors, Sellers, Buyer Representation, Finance, Condos, Single Family Homes
Education
Merrimack College 1987 — 1993
Bachelor of Science (BS), Finance, General
Royal Caribbean Cruises, Ltd. August 2013 - Present
University of Phoenix July 2011 - August 2013
PepsiCo November 2009 - July 2011
PepsiCo July 2007 - October 2009
Northwestern Mutual Financial Network February 2007 - July 2007
PepsiCo February 2005 - February 2007
Skills
Employee Relations, Labor Relations, Performance Management, Onboarding, Personnel Management, HRIS, Succession Planning, Benefits Administration, Talent Management, Talent Acquisition, Employee Benefits, Recruiting, Organizational..., Human Resources, Employee Engagement, HR Policies, FMLA, Safety, Coaching, New Hire Orientations, Training, Leadership, Interviews, Hiring, Leadership Development, Team Building, Employee Training, College Recruiting, Strategic HR, Performance Appraisal, Payroll, Policy, Temporary Placement, Applicant Tracking..., Career Development, Conflict Resolution, Management, Organizational..., Screening Resumes, Compensation & Benefits
Education
Manhattanville College
Masters, Organizational Development
Pace University
Bachelor of Arts, Psychology
Universidad de Granada
Sociology
MedImpact Healthcare Systems, Inc. February 2014 - Present
Classic Party Rentals May 2007 - February 2014
Northwestern Mutual Financial Network December 2006 - May 2007
Enterprise Rent-A-Car September 2004 - December 2006
Skills
Project Management, Sales, Event Planning, Event Management, Customer Service, Corporate Events, Microsoft Office, Management, Microsoft Excel, Social Media, Account Management, Accounts Receivable, Hospitality, PowerPoint, Microsoft Word, Accounts Payable, Customer Satisfaction, ERP Oracle, Outlook, Inventory Management, File Management, Public Relations, Email Marketing, Retail, GAAP, Commission..., Coordinating Events
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
MAFM, Accounting & Financial Management
San Diego State University-California State University 2002 — 2004
BS, Hospitality & Tourism Management
My House October 2014 - Present
Northwestern Mutual Financial Network July 2002 - October 2014
DDA, Inc. January 1998 - January 2002
Skills
Leadership, Retirement Planning, Insurance, Customer Service, Retirement, Investments, Financial Services, Variable Products, Education Funding, Executive Benefit..., Wealth Accumulation, Fixed Annuities, Asset Allocation, Disability Insurance, SEP IRA, Permanent Life Insurance, Variable Life, Holistic Financial..., Wealth Preservation..., Analysis, Nonprofits, College Savings Plans, Key Person Insurance, Strategic Financial..., 529 Plans, Business Planning, Financial Analysis, Long-term Care, Portfolio Management, Long Term Care Insurance, IRAs, Series 6, Roth IRA, 401k Rollovers, Life & Health Insurance..., Traditional IRA, College Funding..., Simple IRA, Variable Annuities, Wealth Accumulation...
Education
LIU Brooklyn
BA, Magna Cum Laude, Music
Xaverian High School, Brooklyn, New York
St. David's HealthCare August 2015 - Present
Greenhawk Global Corporation 2013 - 2015
Taylor Economic Development Corporation 2012 - 2013
Estate of Billy J. Moore 2010 - 2013
Northwestern Mutual Financial Network 2005 - 2009
The Lynd Company 2003 - 2005
Johnson-Day Properties 2003 - 2003
Carollo Construction 1997 - 2003
Majestic Homes 1994 - 1997
Clarion Hotel New Orleans 1989 - 1992
Skills
Team Leadership, Public Relations, Project Management, Training, Office Management, Marketing, Leadership, Management, Budgets, Organizational..., Market Research, Microsoft Office, Customer Service, Sales, Coaching, Leadership Development, Community Outreach, Customer Relationship..., Event Planning &..., Notary Public, QuickBooks, Crisis Management, Highly detail oriented, Deadline Driven, New Hire Training, Gatekeeper
Education
Texas A&M Engineering Extension Service
Basic Economic Development Course
Louisiana State University
Business Administration and Management, General
University of New Orleans
Business Administration and Management, General
Strayer University-Georgia 2006 — 2006
Computer and Information Systems Security/Information Assurance
Phillips Junior College
Certification, Executive Assistant/Executive Secretary
Madison Capital Funding February 2014 - Present
JPMorgan Chase August 2013 - February 2014
JPMorgan Chase July 2011 - July 2013
Associated Bank June 2010 - December 2010
Northwestern Mutual Financial Network May 2009 - September 2009
Education
Marquette University 2008 — 2011
Finance, Bachelor of Science in Business Administration
University of Colorado Boulder 2006 — 2008
Civil Engineering
Grinnell Mutual Reinsurance February 2011 - Present
Principal Financial Group October 2010 - February 2011
Grinnell Mutual Reinsurance Company October 2010 - February 2011
Northwestern Mutual January 2009 - October 2010
Northwestern Mutual Financial Network January 2009 - October 2010
University of Iowa Football Team August 2006 - January 2009
Musco Lighting Co May 2005 - August 2006
Skills
Customer Service, Financial Analysis, Property & Casualty..., Health Insurance, Disability Insurance, Field Work, Life Insurance, Umbrella Insurance, Claim, Compliance
Education
University of Iowa 2006 — 2008
B.A, Political Science
University of Iowa 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Kirkwood Community College 2004 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Kirkwood Community College 2004 — 2006
A.A, Liberal Arts/Paralegal Certificate
Eide Bailly LLP April 2015 - Present
Eide Bailly LLP November 2012 - April 2015
Eide Bailly Technology Consulting January 2012 - November 2012
Northwestern Mutual Financial Network November 2010 - October 2011
Skills
Network Security, Network Administration, Network Development, Business Networking, Wireless Networking, Software Consulting, VMware, Hyper-V, VPN, Cisco Firewall Security, Windows Server, Cisco Technologies, Citrix, Networking, Technical Support, Operating Systems, Servers, Microsoft Technologies, Firewalls, Virtualization, Level Platforms, System Administration, Active Directory, Help Desk Support, Data Center, Windows 7, Security, Computer Hardware, HP, Windows, DNS, Disaster Recovery, Microsoft Exchange, VMware ESX, IIS, DHCP
Education
Minot State University 2013 — 2015
Master of Information Systems, Information Technology Project Management
Mayville State University 2008 — 2012
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Hatton
Hatton
Heckmann Financial February 2010 - Present
A. Paul Olsen Financial Services & Benjamin F. Edwards & Co. August 2009 - February 2010
Northwestern Mutual Financial Network January 2004 - July 2009
SUN Financial January 2001 - January 2004
Iconica (formerly known as: PLANNING Design Build, Inc.) January 1994 - January 2001
Skills
Management, Wealth Management, Series 7, Securities, Financial Advisory, Strategic Planning, Leadership, Microsoft Office, Sales, Team Building
Education
The American College 2014 — 2015
CASL (Chartered Advisor for Senior Living) Professional Designation
The American College 2014 — 2014
ChFC (Chartered Financial Consultant) Professional Designation
The American College 2011 — 2014
CLU (Chartered Life Underwriter) Professional Designation
Madison Area Technical College 1990 — 1992
Business Mid-Management
Edward Jones July 2013 - Present
Northwestern Mutual Financial Network March 2001 - June 2013
Sportsfields, Inc March 1993 - November 2000
Chicago Bears August 1994 - August 1996
Education
Marquette University 1996 — 2000
Bachelor of Arts, Advertising Major, Marketing & Journalism Minors
Brother Rice High School 1992 — 1996
The Boulevard Company January 2014 - Present
Keller Williams Real Estate November 2012 - January 2014
Ob Hospitalist Group March 2012 - November 2012
Ob Hospitalist Group August 2010 - November 2012
LogoNation, Inc. April 2010 - September 2010
Island Realty November 2007 - April 2010
Northwestern Mutual Financial Network February 2007 - November 2007
Velux-America Inc January 2006 - January 2007
Skills
Physician Relations, Corporate Communications, Physician Liason, Advocacy, Sales, Customer Service, Building Relationships, Work Process Development, Self-starter, Oral & Written..., Friendly Personality, Network Administration, Clerical Skills, Microsoft Office
Education
Lander University 2001 — 2006
Bachelor, Business Administration-Marketing Management
RCH Tech Solutions February 2014 - Present
LW Marketing & Consulting July 2013 - February 2014
BugFree Services March 2013 - July 2013
RT Design Group April 2011 - February 2013
Captain Brien's Off The Hook Comedy Club July 2009 - July 2011
Northwestern Mutual Financial Network August 2008 - April 2009
Bay Colony Beach Club May 2005 - August 2006
Skills
Social Media Marketing, Social Media, Marketing, Online Advertising, Strategic Planning, Web Design, Project Management, Social Networking, Advertising, Fundraising, Email Marketing, Non-profits, SEO, Marketing Strategy, Small Business, Event Planning, WordPress, Start-ups, Account Management, Leadership, Entrepreneurship, Photoshop, Management, Direct Marketing, Public Relations, Sales, CSS, Marketing Communications, Online Marketing, Event Management, Digital Marketing, HTML, E-commerce, Facebook
Education
Maryville College 2003 — 2007
Business and Organizational Management, Business and Economics
CA Technologies October 2014 - Present
Virtacore 2013 - 2014
Cbeyond December 2012 - December 2013
NTT America August 2011 - September 2012
Focus Technology Consulting June 2010 - August 2011
Northwestern Mutual Financial Network April 2009 - June 2010
Oasis Landscaping, Inc. May 2005 - April 2009
Skills
Cloud Computing, Salesforce.com, Enterprise Software, Cold Calling, Disaster Recovery, Solution Selling, Account Management, Sales, VMware, Sales Process, Business Development, Data Center, Professional Services, Managed Services, Managed Hosting, Cloud Security, IaaS, Hybrid Cloud, VDI, RDP, Cloud Computing IaaS, Cloud Storage, Co-location, Virtualization, Direct Sales, Channel Sales
Education
Liberty University 2001 — 2006
Bachelors
Robert Bosch LLC August 2014 - Present
Robert Bosch LLC June 2012 - August 2014
Robert Bosch LLC July 2010 - June 2012
Marquette University September 2009 - May 2010
Northwestern Mutual Financial Network August 2008 - August 2009
Michael Best and Friedrich June 2008 - August 2008
Skills
Spanish, Value Stream Mapping, Continuous Improvement, Automotive, Microsoft Excel, PowerPoint, Data Analysis, Business Planning, Financial Reporting, Reporting & Analysis, Cross-functional..., Cross-cultural..., Accounting, Forecasting, Social Media, Customer Service
Education
Marquette University 2006 — 2010
Bachelor of Science (BS), International Business & Finance
Universidad Pontificia Comillas
Universiteit Antwerpen
CIGNA Healthcare August 2009 - Present
American General Life Companies July 2005 - August 2009
NORTHWESTERN MUTUAL FINANCIAL NETWORK July 2004 - July 2005
GRANT THORNTON, LLP July 2003 - July 2004
Aon 1999 - 2002
Skills
Financial Services, Nonprofits, Health Insurance, Finance, New Business Development, Disability Insurance, Public Relations, Team Building, Public Speaking, Marketing Strategy, Marketing Communications, Sales Presentations, Employee Benefits, Marketing, Leadership, Strategy
Education
Luther Seminary 2010 — 2017
Master of Divinity (MDiv)
McColl Graduate School of Business, Queens University of Charlotte 2002 — 2005
Master of Business Administration (MBA)
Wake Forest University 1993 — 1997
BA, Communication, Journalism
Northwestern Mutual Financial Network January 2012 - Present
SWINGAWAY SPORTS PRODUCTS, INC. May 2012 - July 2012
Education
Kennesaw State University 2009 — 2012
Bachelor of Science (B.S.), Sports Management, Marketing
Northwestern Mutual-Denver January 2004 - Present
Karl Mecklenburg's REACH Foundation June 2007 - 2010
Northwestern Mutual Financial Netwrok March 1994 - December 2003
Northwestern Mutual Financial Network March 1989 - February 1994
Tenneco Oil Company June 1986 - November 1988
Education
Marietta College 1982 — 1986
BSPE
State Farm December 2012 - Present
Northwestern Mutual Financial Network February 2012 - September 2012
Skills
Insurance, Marketing, Life Insurance, Auto Insurance, Personal Liability..., Homeowners Insurance
Education
Marquette University 2007 — 2011
B.S. Business Management, Marketing
Notre Dame Academy
Northwestern Mutual September 2006 - Present
Northwestern Mutual Financial Network January 1999 - September 2006
Northwestern Mutual 1992 - 2005
Northwestern Mutual Financial Network July 1992 - January 1999
Skills
Leadership, Leadership Development, Management, Marketing, New Business Development, Staff Development, Team Building, Team Management, Training, Series 6, Equities, Social Media Marketing, Financial Services, Financial Modeling, Recruiting, Customer Service, Life Insurance, Risk Management, Fixed Annuities, Strategic Planning, Series 7, Investments, Finance, Retirement Planning, Strategic Financial..., Social Media, Health Insurance, Disability Insurance, Employee Benefits, Estate Planning, Wealth Management, Sales, Business Development, Marketing Strategy, Strategy, Retirement, Public Speaking, Series 63, Insurance, Portfolio Management, Time Management, Creative Direction, Financial Analysis, Social Networking, Asset Management, Mutual Funds, Event Planning, Securities, Entrepreneurship, Account Management
Education
University at Albany, SUNY 1995 — 1997
MBA
Marist College 1988 — 1992
BS, Business Administration
The Safeworld International Foundation September 2011 - Present
Essentia Health October 2012 - December 2013
Northwestern Mutual Financial Network January 2012 - September 2012
Laughingstock Design March 2010 - August 2011
Memorial Blood Centers May 2009 - December 2009
The College of St. Scholastica January 2009 - May 2009
The College of St. Scholastica September 2007 - May 2009
Trollwood Performing Arts School May 2008 - August 2008
Skills
Writing & Proofreading, Community Relations, Event Planning, Customer Service, Account Management, Content Development, Proofreading, Volunteer Management, Community Development, Editing, Recruiting, Non-profits, Nonprofits, Copy Editing, Fundraising, Social Networking, Grant Writing, Public Speaking, Higher Education, Resume Writing, Social Media, Interviews, Newsletters, Facebook, Public Relations, Research, Press Releases, Marketing Communications, Marketing, Leadership, Social Media Marketing, Community Outreach, Media Relations, Event Management, Teamwork, Advertising, Copywriting, Strategic Communications, Creative Writing, Journalism, Blogging
Education
Kent State University 2014 — 2016
Master's Degree, Public Administration
The College of St. Scholastica 2005 — 2009
Bachelor of Arts, English, Theology & Religious Studies
Santa Fe College, Center for Innovation and Economic Development
Certificate in Nonprofit Management
JJ Keller & Associates December 2014 - Present
BMO Harris Bank February 2014 - November 2014
BMO Harris Bank November 2011 - February 2014
Country Financial January 2011 - November 2011
Northwestern Mutual Financial Network April 2008 - December 2010
West Pointe Bank May 2001 - November 2007
First National Bank November 1999 - May 2001
Associated Bank 1996 - 2000
Skills
Banking
Education
Lakeland College 2000 — 2002
Business Administration & Marketing
University of Wisconsin-Oshkosh 1988 — 1991
Oshkosh North High School 1985 — 1988
General
MassChallenge May 2015 - Present
BetterLesson December 2014 - May 2015
Fluent Grp (formerly Campus Entertainment) March 2012 - December 2014
Fluent (formerly Campus Entertainment) March 2012 - March 2013
Strong Girls January 2010 - March 2012
Northwestern Mutual Financial Network 2008 - 2010
Knowledge Is Power Program (KIPP) Central City Academy August 2007 - 2008
Buckingham, Browne and Nichols School 2006 - 2007
Media and Technology Charter High School August 2005 - July 2006
Global Human Rights House September 2001 - May 2005
Skills
Community Outreach, Event Planning, Social Media, Social Media Marketing, Leadership, Blogging, Event Management, Volunteer Management, Training, Marketing, Public Speaking, Grant Writing, Editing, Teaching, Program Development, Research, Staff Development, Resume Writing, Career Development, •Proficient in:..., Project Management
Education
Simmons College - Simmons School of Management 2011 — 2014
Masters of Business Administration, Concentrations: Marketing and Business Analytics
Lesley University 2006 — 2007
M. Ed., Special Education
Rutgers University-New Brunswick 2001 — 2005
B.A., History, African Studies
Columbia High School 1997 — 2001
Commonwealth Capital Corp. August 2014 - Present
FactRight, LLC June 2013 - July 2014
Ascension Financial Services, LLC December 2012 - May 2013
Sentry Insurance 2006 - 2012
Northwestern Mutual Financial Network 2003 - 2006
Skills
Insurance, Life Insurance, Property & Casualty..., Workers Compensation, Disability Insurance, Employee Benefits, 401k, Commercial Insurance, Mutual Funds, Investments, Estate Planning, Health Insurance
Education
University of Bristol 1999 — 2000
LLM, International Law
Quinnipiac University School of Law 1996 — 1999
JD, Business Law
Lawrence University 1987 — 1991
BA, Economics
JPMorgan Chase July 2011 - Present
JP Morgan Chase September 2009 - June 2011
Northwestern Mutual Financial Network November 2006 - May 2009
Skills
FINRA Series 63 Uniform..., FINRA Series 6..., Published as Finance..., Excellent communication..., Proficiency with..., Excellent negotiation..., Fixed Income, Investments, Series 63, Financial Services, Due Diligence, Analysis, Financial Risk, Portfolio Management, Investment Banking, Financial Modeling, Risk Management, Life & Health Insurance..., Capital Markets, Loans, Securities, Financial Analysis, Series 7, Valuation, Mutual Funds, Credit, Hedge Funds, Banking, Bonds, Finance, Asset Management, Bloomberg, Microsoft Excel, Strategic Financial..., Financial Forecasting, Relationship Management, Credit Risk, Asset Allocation, Business Analysis, Equities, Wealth Management, Derivatives, Retirement Planning
Education
Municipal Bond School of NY 2011 — 2011
Municipal Bond Certificate, Public Finance
Kentucky State University
MPA, Public Finance
Kentucky State University
BA, Psychology
Frank Hopkins Life Purpose Coaching January 2014 - Present
Horticultural Materials / Systems Inc August 2011 - October 2014
Oakwood Nursery and Landscape Company January 2009 - August 2011
Northwestern Mutual Financial Network August 2008 - December 2009
Oakwood Nursery 1997 - 2009
Horticultural Materials / Systems 1995 - 1997
princeton Nurseries 1987 - 1995
Warner Nursery 1984 - 1987
the schnadelbach partnership 1980 - 1983
Skills
Life Coaching, Executive Coaching, Job Coaching, Small Business, Business Coaching, Presentation Coaching, Referral Networking, Sales Management, Customer Service, Marketing, Public Speaking, Horticulture, Management, Production Managment, Corporate Budgeting, Landscaping, Negotiation, Sales, Marketing Strategy, Landscape Architecture, Team Building, Coaching, Budgets, Entrepreneurship, Business Development, Project Planning
Education
Institute for Professional Excellence in Coaching 2014 — 2015
Certified Professional Coach, Energy Leadership Coaching & Core Energy Coaching
Louisiana State University 1975 — 1980
bla, landacape architecture
Hilton Worldwide April 2015 - Present
Larson Companies April 2012 - April 2015
Abercrombie & Fitch November 2011 - April 2012
Northwestern Mutual Financial Network March 2011 - November 2011
Toppling Goliath Brewing Co. June 2010 - February 2011
Skills
Social Media, Event Planning, Microsoft Office, Cold Calling, Public Relations, Retail, Leadership, Event Management, Facebook, Team Leadership, Social Media Marketing, Social Networking, Research, Team Building, Management, Budgets, Coaching, Non-profits, Qualifying Prospects, Account Management
Education
Luther College 2006 — 2010
B.A., Communication Studies
Komando Insurance & Financial Services September 2010 - Present
Northwestern Mutual Financial Network October 2008 - July 2009
Ameriprise Financial September 2006 - October 2008
Skills
Licensed Property &..., Financial Advisor..., business owner,...
Education
King's College
BA, History / Education
University of West Florida - College of Business
MBA, Business
Neiman Marcus July 2013 - Present
Macy's March 2010 - April 2013
Macy's November 2010 - December 2010
Northwestern Mutual Financial Network December 2007 - August 2008
Northwestern Mutual Financial Network September 2006 - December 2006
Skills
Spanish-speaking, Customer Service, Cultural Awareness, Public Speaking, Microsoft Office, Data Entry, Facebook
Education
Lewis and Clark College 2004 — 2007
Bachelor's of Arts, Political Science
Centro Panamericano de Idiomas 2007 — 2007
Spanish
Northwestern Mutual Financial Network September 2010 - Present
Gerry Lane Enterprises May 2002 - August 2010
The Bicycle Shop August 1998 - December 2001
Education
Louisiana State University and Agricultural and Mechanical College 1996 — 2001
Bachelor of Arts (BA)
Louisiana Tech University 1995 — 1996
Vandebilt Catholic High, Houma, LA 1990 — 1995
GWV Kirby August 2010 - Present
Texas Fueling Services May 2013 - March 2014
Acura of Baton Rouge February 2009 - September 2009
Northwestern Mutual Financial Network January 2006 - January 2007
Skills
Finance, Public Relations, Leadership, Marketing Strategy, Sales, Customer Satisfaction, Customer Relations, Networking, Strategic Partnerships, Chinese Culture, Chinese History, Management, Financial Accounting, Fitness, Foreign Languages, Purchasing Negotiation, Negotiation, Business Travel, Strategic Planning, Cost Control, Automobile
Education
Louisiana State University 2004 — 2009
Bachelor, Finance
Northwestern Mutual Financial Network March 1975 - Present
Education
Lehigh University 1958 — 1961
BA, Business / Spanish
Northwestern Mutual April 2014 - Present
Stampin' Up!, Independent Demonstrator March 2010 - Present
Northwestern Mutual April 2006 - November 2013
The Scher Financial Group -Northwestern Mutual Financial Network - The Kosnick Financial Group 2006 - 2013
Northwestern Mutual Financial Network 2006 - 2013
Skills
Customer Service, Leadership, Microsoft Excel, Sales, Team Building, Recruiting, Coaching, Marketing, Process Improvement, Insurance
Education
Madison Area Technical College 2000 — 2005
Northwestern Mutual Financial Network 2007 - Present
Skills
Life Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Securities, Disability Insurance, Estate Planning, Retirement, Sales, Insurance, Long Term Care Insurance, Finance, Strategic Financial..., IRAs, Wealth Accumulation, Loans, Investments, Customer Service, Small Business, Series 7, Leadership, Strategic Planning
Education
Louisiana State University 2003 — 2007
Business Management
Aon Risk Solutions April 2015 - Present
Aon Risk Solutions June 2013 - March 2015
Aon Risk Solutions May 2012 - June 2013
Aon Risk Solutions May 2011 - April 2012
M&E Engineers, Inc. January 2011 - June 2011
Novo Energies June 2010 - December 2010
Dave's Store September 2007 - May 2010
Nike Communications July 2009 - August 2009
Northwestern Mutual Financial Network May 2008 - August 2008
The House of Villeroy and Boch December 2003 - August 2008
Skills
Salesforce.com, PowerPoint, Research, Proposal Writing, Market Research, Microsoft Excel, Business Planning, Professional Liability, Insurance Brokerage, Marketing Strategy, Management, Public Relations, Sales, Financial Analysis, Strategy
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Institut d'Etudes politiques de Paris
Exchange
McGill University
Bachelor of Commerce, Economics
Bon Secours Memorial College Of Nursing August 2015 - Present
Northwestern Mutual September 2012 - July 2015
Northwestern Mutual September 2011 - September 2012
Northwestern Mutual Financial Network May 2011 - September 2011
Northwestern Mutual Financial Network December 2010 - January 2011
Skills
Interviews, Human Resources, Training, Sourcing, Coaching, Building Relationships, Schedule Control, Organization &...
Education
Longwood University 2007 — 2011
B.S.B.A. Business Administration, Marketing, Graphic Design
Douglas S. Freeman HS 2004 — 2007
Reinsurance Group of America, Incorporated February 2015 - May 2015
Farmers Insurance Group August 2008 - January 2015
State Farm Insurance February 2006 - June 2008
Romano’s Macaroni Grill January 2005 - March 2006
University of Phoenix November 2003 - March 2004
Northwestern Mutual Financial Network April 2002 - May 2003
Skills
Insurance, New Business Development, Small Business, Strategic Planning, Management, Process Improvement, Project Management, Contract Negotiation, Contract Management, Sales, Business Analysis, Analysis, Customer Service, Training, Finance, Leadership, Microsoft Office, Microsoft Excel
Education
Lindenwood University 2012 — 2014
Master of Business Administration, Management
University of Missouri-Columbia 2000 — 2003
Bachelor of Science, Personal Financial Planning
Gilsbar July 2014 - Present
I LOVE Food, LLC January 2013 - Present
Competitor Group September 2009 - Present
Swift Worldwide Resources January 2012 - 2013
Ochsner Clinic Foundation 2011 - 2011
Northwestern Mutual Financial Network 2010 - 2011
Tulane University 2008 - 2010
Skills
Recruiting, Oil & Gas Accounting, Oil/Gas, Upstream, Downstream Oil & Gas, Oilfield, Oil & Gas Industry, Energy, Materials, Drilling, Subsea Engineering, SAP, CAD, Engineering, Facilities Engineering, Onshore, Offshore Oil & Gas, Construction, Talent Acquisition, Operations Management, Strategy, Human Resources, Gas, Energy Industry, Occupational Health, Training, Teamwork, Management, Risk Assessment, Interviews, Coaching, Hiring, Contract Recruitment, Business Development, Contract Management, Applicant Tracking..., Strategic Sourcing, Process Scheduler, Marketing, Leadership, College Recruiting, Technical Recruiting, Time Management, Career Counseling, Employee Relations, Resume Writing, Project Management, Microsoft Office, Mentoring, Onboarding
Education
Institute of Intergrative Nutrition 2012 — 2013
Health Coach
Louisiana Tech University
Mt. Carmel Academy
Insured by Gallegos December 2011 - Present
Head Start Washington County November 2013 - Present
Head Start November 2013 - Present
Women In Networking, Tanasbourne June 2013 - December 2013
Hillsboro Little League 2011 - 2012
Sue Ober and Associates November 2010 - December 2011
Northwestern Mutual Financial Network July 2009 - March 2011
Meier and Frank 1996 - 2000
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Life Insurance, Long-term Care, Small Business, Term Life Insurance, Leadership, Retirement, Whole Life, Fixed Annuities, Team Building, Health Savings Accounts, Umbrella Insurance, Financial Planners, Marketing, Customer Service, Homeowners
Education
Marylhurst University 2006 — 2008
MBA, Business
Portland State University
Bachelor of Science, Social Science
Portland Community College
Associate of Science, Nursing Science
Kforce Inc January 2015 - Present
Kforce January 2013 - December 2014
Kforce Inc. July 2011 - December 2013
YogaWorks January 2011 - July 2011
YogaWorks July 2010 - December 2010
Northwestern Mutual May 2008 - September 2008
Northwestern Mutual Financial Network May 2008 - August 2008
Lockton Insurance Brokers, LLC May 2007 - August 2007
Skills
Accounts Receivable, Accounting, Forecasting, Recruiting, Sales, Budgets, Payroll
Education
Loyola Marymount University
Bachelors, Business Administration; Entrepreneurship and Finance
Palos Verdes Peninsula High School
f
Northwestern Mutual August 2007 - Present
MMB Consulting, LLC August 2015 - Present
Swift Creek YMCA April 2013 - Present
Health Warrior, Inc. April 2013 - Present
Brandermill Rotary Club July 2013 - June 2014
Brandermill Rotary Club July 2012 - June 2013
Northwestern Mutual Financial Network August 2009 - December 2012
Terminix October 2004 - August 2007
The Home Depot March 1998 - October 2004
Skills
Sales, Financial Planning, Strategic Planning, Life Insurance, Disability Insurance, Retirement, Leadership, Team Building, Management, Creative Direction, Insurance, Customer Service, Public Speaking, Retirement Planning, Marketing, Strategic Financial..., Sales Management, Long-term Care, Budgets, Investments, Account Management, Small Business, Financial Analysis, Fixed Annuities, Microsoft Excel
Education
Loyola University Maryland 1997 — 2001
Loyola University Maryland 1997 — 2001
Insperity June 2014 - Present
Live Nation Entertainment March 2014 - June 2014
Philadelphia Union October 2012 - March 2014
NJ Devils March 2011 - October 2011
New York Jets January 2009 - January 2011
Philadelphia Eagles May 2008 - January 2009
Northwestern Mutual Financial Network April 2007 - April 2008
Skills
Sales, Business Development, Leadership, Business Networking, Sales Management, Customer Service, Salesforce.com, Client Development, B2B Marketing, Ticket Sales
Education
Lafayette College 2004 — 2008
B.A, Government and Law
Northwestern Mutual Financial Network April 2010 - Present
Skills
Retirement Planning, Fixed Annuities, Alternative Investments, Long Term Care Insurance, Education Funding, Profit Sharing, Pensions, Long-term Care, Disability Insurance, Financial Analysis, Employee Benefits, Series 7, Series 63, 401k, Retirement, Mutual Funds, Series 6, Variable Annuities, College Savings Plans, Roth IRA, Insurance, Portfolio Management, Securities, Strategic Financial..., Life Insurance, IRAs, 529 Plans, Financial Services, Permanent Life Insurance, 401k Rollovers, Investments, Wealth Accumulation, Asset Protection, Variable Products, Estate Planning, FINRA, Financial Planning, Financial Advisory, Financial Planners, Finance, Asset Management, Key Person Insurance, Wealth Management, Uniform Combined State..., Life & Health Insurance...
Education
Marian University 2001 — 2005
University of Wisconsin-Oshkosh 2000 — 2001
Undeclared
Ozaukee High School
Huber Engineered Woods November 2014 - Present
Lead the Way (LTW) Realty February 2010 - Present
Biomedical Systems May 2012 - November 2014
Army National Guard October 2010 - October 2012
American Equity Mortgage June 2011 - May 2012
National Vehicle Protection Services November 2009 - July 2010
Wells Fargo Financial February 2009 - May 2009
Maly Commercial Realty April 2008 - December 2008
Northwestern Mutual Financial Network May 2007 - August 2007
VITA January 2007 - May 2007
Skills
Loans, Credit, Real Estate, Negotiation, Cross Functional..., Proposal Generation, Marketing, Sales, Leadership, Team Building, Selling, Management, New Business Development, Account Management, Training, Sales Management, Strategic Planning, Sales Process, Sales Operations, Direct Sales, Business Development
Education
University of Missouri-Columbia 2005 — 2008
BS in Personal Financial Planning, Finance and Real Estate
Lindenwood University
MBA, Business
St. Louis Bombers
Amy Holz Coaching 2005 - Present
Northwestern Mutual 1997 - 2004
Northwestern Mutual Financial Network 1993 - 2004
RDI 1995 - 1997
Skills
Entrepreneurship, Public Speaking, Consulting, Coaching, Leadership Development, Leadership
Education
Marquette University 1989 — 1993
Disney Publishing Worldwide November 2007 - March 2012
WALT DISNEY COMPANY November 2007 - March 2012
NORTHWESTERN MUTUAL FINANCIAL NETWORK 2006 - 2007
The Walt Disney Company 2002 - 2006
Skills
Direct Marketing, Email Marketing, Digital Marketing, Online Advertising, Marketing Strategy, Digital Media, Publishing, Advertising, Marketing, Direct Mail, Social Media Marketing, Social Media, Analytics, Lead Generation, Database Marketing, Customer Acquisition, Integrated Marketing, Media Planning, Digital Strategy, Marketing Communications
Education
Mercy College 2000 — 2005
BS, Marketing
Mercy College
Bachelor of Science, Marketing
Canon Solutions America June 2013 - Present
Citrix Online March 2010 - February 2011
Arkadin February 2005 - May 2010
InterCall December 2002 - February 2005
Goalen Group Creative June 2000 - November 2002
Northwestern Mutual Financial Network May 1999 - June 2000
Skills
SaaS, Collaboration Solutions, Unified Communications, Cloud Communications, Webinars, Video Conferencing, Audio Conferencing, Value Based Selling, Solution Selling, Salesforce.com, Account Management, Sales, Business Development, Telecommunications, Managed Services, Sales Operations, Direct Sales, Channel Partners, WebEx
Education
Loyola Marymount University 1992 — 1997
History, B.A.
Bishop Montgomery High School 1988 — 1992
Wisconsin Indianhead Technical College February 2007 - Present
Wisconsin Indianhead Technical College December 2006 - February 2007
Indianhead Foodservice Distribution August 2006 - November 2006
Xcel Energy - Sky Park March 2006 - August 2006
Premier Communications August 2005 - March 2006
Northwestern Mutual Financial Network July 1999 - July 2005
Cellcom May 1998 - July 1999
Education
Lakeland College 2000 — 2002
Bachelor of Arts, Business Administration & Marketing (2 degrees)
Wisconsin Indianhead Technical College 1996 — 1998
Associate Degree, Finance
JPMorgan Chase January 2011 - July 2013
JP Morgan Chase January 2010 - January 2011
Northwestern Mutual Financial Network May 2006 - February 2010
WV MetroNews 2009 - 2009
BNI 2006 - 2008
BNI 2006 - 2008
Fifth Third Bank 2005 - 2006
Skills
401k, Accounting, Asset Allocation, Banking, Budgets, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Analysis, Financial Reporting, Financial Services, Fixed Annuities, Health Insurance, Healthcare, Insurance, Investment Strategies, Investments, Leadership, Life Insurance, Loans, Long-term Care, Marketing, Microsoft Excel, Microsoft Office, Mortgage Lending, Mutual Funds, Pensions, Personal Finance, Portfolio Management, Relationship Management, Retail Banking, Retirement, Retirement Planning, Risk Management, Sales, Securities, Series 7, Small Business Lending, Strategic Financial..., Strategic Planning, Team Building, Underwriting
Education
Western Governors University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Marshall University 1994 — 1999
Bachelor’s Degree, Finance
Zuidberg North America Inc October 2014 - Present
Kerndt Brothers Insurance Agency April 2013 - October 2014
Northwestern Mutual Financial Network July 2002 - November 2012
The Spectrum Network February 2001 - September 2002
State of Iowa April 1989 - February 2001
Skills
Agribusiness, Agricultural Machinery, Precision Agriculture, Life Insurance, Insurance, Long Term Care Insurance, Disability Insurance, Long-term Care, Management, Public Speaking, Retirement Planning, Retirement, Financial Services, Fixed Annuities, Term Life Insurance, Estate Planning, Financial Advisory, IRAs, Personal Finance, Wealth Accumulation, Mutual Funds, Finance, Strategic Financial..., Wealth Management, Series 6, Underwriting, Customer Service, Sales, Microsoft Office, Leadership, Event Planning, Strategic Planning
Education
Luther College 1983 — 1987
BA, Psychology
Maquoketa Community High School 1981 — 1983
Wolf Group Capital Advisors July 2013 - Present
Northwestern Mutual Financial Network June 2009 - May 2013
Northwestern Mutual January 2007 - June 2009
Advantage Human Resourcing for RH Donnelley Corporate Headquarters February 2007 - July 2007
North Carolina Farm Bureau July 2005 - January 2007
Bobbi Brown Cosmetics for Estee Lauder September 2004 - December 2004
Education
Meredith College 2007 — 2008
Paralegal, Corporate Paralegal
State University of New York College at Brockport 2000 — 2004
Bachelor of Sciences, International Business, International Studies
YouEarnedIt July 2015 - Present
The OEC Group June 2011 - Present
Tesla Motors August 2013 - February 2015
Dale Carnegie Training July 2012 - December 2013
Northwestern Mutual Financial Network May 2007 - June 2011
EPi Printing & Finishing May 2002 - September 2006
Skills
Business Process..., Building Relationships, New Business Development, Business Analysis, Personal Branding, Brand Developement, Start-ups, Sales Operations, Public Speaking, Social Media, Business Development, Operational Planning, Small Business, Event Planning, Team Leadership, Brand Development, Strategic Planning, Social Media Marketing, Entrepreneurship, Social Networking, Sales, Management, Marketing, Recruiting, Nonprofits, Time Management, Human Resources, Networking, Training, Customer Service, Project Planning, Operations Management, Staff Development, Leadership Development, Coaching, Team Building, Account Management, Marketing Strategy, Strategy, Fundraising, Organizational..., Marketing Communications, Consulting
Education
Dale Carnegie
Certificate, Professional Development
Landmark Education
State University of New York College at Geneseo 2004 — 2007
B.S., Business Administration
Gates Chili 2000 — 2004
High School Regents Diploma
Extreme Networks September 2014 - Present
Extreme Networks March 2014 - August 2014
Extreme Networks October 2012 - February 2014
BSC Supply March 2012 - October 2012
Wegmans Food Markets October 2011 - 2012
Northwestern Mutual Financial Network May 2009 - May 2011
Antiochian Village 2011 - 2011
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Inside Sales, Customer Support, Leadership, Salesforce.com, Time Management, Sales, Training, Access, Finance, Insurance, Account Management, Healthcare, Marketing, Business Development, Cold Calling, Team Building, Sales Operations, Direct Sales, Sales Process, Networking, CRM, Solution Selling, Customer Satisfaction, Team Leadership, Selling, Sales Management, New Business Development, Go-to-market Strategy, Sales Presentations, Lead Generation, SaaS, Customer Retention, Management, Strategic Partnerships, Product Marketing, Social Networking, Market Research
Education
Merrimack College 2007 — 2011
Bachelor of Science in Business Administration, Management, Finance
Massachusetts School of Law
Matriculating Juris Dr., Law, First Year
4.joe October 2012 - Present
FileOpen May 2013 - April 2014
Northwestern Mutual Financial Network June 2012 - October 2012
Wynn Capital Management October 2011 - March 2012
Nadel Phelan September 2011 - December 2011
Computek Software Corporation June 2011 - August 2011
UC Santa Cruz Annual Fund September 2010 - December 2010
Skills
Business Development, Public Relations, Public Speaking, Marketing Strategy, Start-ups, Entrepreneurship, Leadership, Microsoft Office, Microsoft Excel, Social Media Marketing, Networking, Teamwork, Marketing, Management
Education
University of California, Santa Cruz 2008 — 2012
Bachelor's degree, Business Management Economics
Lund University
Education Abroad Program, Spring 2011, Business and Economics
NORTHWESTERN MUTUAL FINANCIAL NETWORK 2010 - Present
Huntington Bancshares 2006 - 2010
National City Bank/PNC Bank 2003 - 2006
Skills
Retirement Planning, Strategic Planning, Financial Planning, Insurance, Retirement, 401k, Investments, Business Planning, Risk Management, Budgeting, Estate Planning, Annuities, Financial Analysis, Benefits, Planning, Problem Solving, Mutual Funds, Wealth Management, Portfolio Management, Long Term Care, Succession Planning, Insurance Planning, IRA's, Asset Allocation, Investment Strategies
Education
Marshall University 1997 — 2001
BBA, Finance
Huntington East H.S.
Rising Above November 2007 - Present
Northwestern Mutual Financial Network 2005 - 2008
Northwestern Mutual Financial Network November 2003 - March 2005
Northwestern Mutual Financial Network August 2000 - November 2003
YWCA of Greater Des Moines May 1998 - August 2000
Skills
Marketing, Training, Process Improvement, Public Relations, Fundraising, Recruiting, Management
Education
Loras College 1994 — 1998
EY October 2014 - Present
Ernst & Young June 2012 - October 2014
Axiom Consulting Partners August 2009 - May 2012
Northwestern Mutual Financial Network March 2007 - August 2009
Lake Forest College May 2007 - August 2007
Education
Lake Forest College 2006 — 2010
B.A., Economics, Spanish
Walt Disney Company - ESPN Zone September 2009 - June 2010
Northwestern Mutual Financial Network December 2008 - February 2009
Disney Publishing Worldwide June 2008 - August 2008
Education
Manhattan College 2005 — 2009
Bachelor of Science, Marketing, Management
Fordham Preparatory School
Honey Baked Ham June 2011 - Present
Northwestern Mutual Financial Network October 2008 - December 2010
Education
Louisiana State University
Northwest Florida State College September 2014 - Present
Seacoast Collegiate High School July 2014 - Present
Komando Insurance & Financial Services June 2010 - July 2013
Northwestern Mutual Financial Network October 2008 - July 2009
Ameriprise Financial September 2006 - October 2008
Activcard 1995 - 1996
Amstar 1980 - 1988
Skills
Insurance, Financial Planning, Investments, Long Term Care, Financial Analysis, Retirement Planning, Annuities, Mutual Funds, Retirement, Disability Insurance, Health Insurance, Brokers, Series 7, Accident, Term Life Insurance, Computer Security, Retirement Income..., 401k, IRA's, Estate Planning, Financial Advisory, Insurance Planning, Asset Management, Wealth Management, Asset, Wealth Accumulation, Annuity, Strategic Financial..., Fixed Annuities, Financial Services, Investment Advisory, Series 63, Long Term Care Insurance, Financial Planners, Asset Allocation, Securities, Small Business, Life Insurance, Business Planning, Mergers & Acquisitions, Employee Benefits, Whole Life, Finance, Series 65
Education
University of West Florida - College of Business 1989 — 1990
MBA, Business Administration
University of West Florida 1988 — 1990
MBA, Business
King's College
BA / MBA, MBA - Business - University of W. Florida
St Mary's High
Bosse Sports and Health Club 2015 - Present
. May 2010 - Present
Financial Partners Inc February 2011 - February 2013
MetroWest YMCA January 2007 - January 2011
Northwestern Mutual Financial Network 1993 - 2000
Skills
Fundraising, Non-profits, Event Planning, Program Development, Public Speaking, Social Media, Coaching, Customer Service, Community Outreach
Education
Lasell College 1987 — 1989
wayland
Katten Muchin Rosenman LLP May 2015 - July 2015
Disability Rights Legal Center May 2014 - August 2014
Prober & Raphael, A Law Corporation July 2012 - August 2013
Northwestern Mutual Financial Network May 2011 - August 2011
Smarter Social Media June 2010 - August 2010
Prober & Raphael, A Law Corporation May 2010 - August 2010
Skills
Marketing Strategy, Financial Analysis, Brand Management, Investments, Social Media Strategist, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Data Analysis, Analysis, Cold Calling, Entrepreneurship
Education
Loyola Law School, Los Angeles 2013 — 2016
Juris Doctor (J.D.), Law
University of Southern California 2009 — 2012
Bachelor of Arts (BA), Political Science
University of Michigan 2008 — 2009
Sientra, Inc. January 2015 - Present
Soluble Systems September 2012 - January 2015
Northwestern Mutual Financial Network May 2010 - December 2011
United States Senate Productivity and Quality Award September 2009 - May 2010
Campus Cleaners October 2007 - May 2010
Skills
Entrepreneurship, Leadership, Public Speaking, Business Planning, Marketing Communications, Customer Service, Social Media, Microsoft Office, Sales, Healthcare, Event Planning, Facebook, Fundraising, Marketing, Training, Time Management, Strategic Planning, Account Management, Sales Operations
Education
Lynchburg College 2006 — 2010
Business Administration, Minor: History
Sorensen Institute for Political Leadership
Political Leaders Program
Sorensen Institute for Political Leadership
College Leaders Program
Fork Union Military Academy 1999 — 2006
ITT Technical Institute September 2015 - Present
The Whiskey Bandits Band November 2014 - Present
Computer Tutors USA, Inc. May 2015 - July 2015
James Campbell & Associates July 2014 - April 2015
Kinetix Health Club May 2013 - July 2014
Xerox Corporation December 2008 - April 2013
Northwestern Mutual Financial Network January 2008 - August 2008
Lynn University May 2004 - November 2007
U.S. Marshals Service 1999 - 2002
Skills
Project Management, Recruiting, Marketing, Interviews, Account Management, Office Management, Accounts Receivable, Events Coordination, Project Planning, Business Strategy, Marketing Strategy, Sales, Social Media, Event Planning, Outlook, Analysis, New Business Development, Leadership, Program Management, Networking
Education
Lynn University 2005 — 2006
MBA, International Business
Florida State University
BA, Criminology
Wakulla High School
True North Financial Solutions , National Life Group August 2012 - Present
MassMutual Financial Group August 2011 - July 2012
Northwestern Mutual Financial Network January 2008 - July 2011
Skills
Term Life Insurance, Whole Life Insurance, Index Universal Life..., Variable Universal Life..., Individual Disability..., Business Overhead..., Key-Man Disability..., Disability Buyout..., Investments, Securities, Mutual Funds, IRAs, SEP IRA, 529 Plans, 401k, Qualified Retirement..., Non-Qualified..., Profit Sharing Plans, Split Dollar Plans, Stock Redemption Plans, Buy/Sell Agreements, Deferred Compensation..., Business Continuation..., Key-Man Insurance, Captive Insurance, Section 79 Plans, Immediate/Deferred..., Variable Annuities, Single Premium Annuities, Flexible Premium..., Health Insurance,Third..., Long Term Care Planning, Estate Planning
Education
Kean University 1984 — 1990
Bachelor of Science in Management Science, Business, Marketing, and Related Support Services
Kean University 1984 — 1990
Minor in Psychology
Northwestern Mutual Financial Network 2000 - Present
American Business & Professional Program May 1999 - December 1999
Skills
Employee Benefits, Retirement Planning, Retirement, Series 7, Wealth Management, Fixed Annuities, Insurance, Long-term Care, Finance, Disability Insurance, Mutual Funds, Life Insurance, Securities, Series 63, Strategic Financial...
Education
Long Island University, C.W. Post Campus 1996 — 2000
Bachelor of Science, Marketing
Holy Cross High Scool 1991 — 1995
FOCUS Brands December 2014 - Present
Middle Georgia Regional Commission July 2013 - December 2014
Middle Georgia Regional Commission April 2012 - June 2013
Northwestern Mutual Financial Network May 2011 - October 2011
Ann Taylor LOFT June 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Insurance, SBA 504, Loan Servicing, Loan Closings
Education
Mercer University - Stetson School of Business and Economics 2008 — 2012
BBA, Accounting
Kendall College August 2013 - Present
Swedish Bakery September 2011 - August 2013
Sofitel Chicago Water Tower January 2010 - May 2011
Walt Disney World July 2009 - September 2009
CareerBuilder.com June 2007 - June 2008
Northwestern Mutual Financial Network January 2007 - May 2007
The University of Iowa January 2005 - May 2007
The University of Iowa Hillel 2004 - 2005
Skills
Event Planning, Recruiting, Project Management, Customer Service, Event Management, Leadership, Time Management, Facebook, Sales, Entrepreneurship, CRM, Microsoft Office, Retail, Microsoft Excel, Program Management, Food & Beverage, Social Networking
Education
Kendall College 2008 — 2011
AAS Baking Pastry Arts, Baking and Pastry
University of Iowa 2003 — 2007
B.B.A, Finance
Moline High School 1999 — 2003
Wells Fargo May 2014 - Present
Wells Fargo July 2012 - April 2014
Wells Fargo January 2011 - July 2012
Northwestern Mutual Financial Network October 2009 - October 2010
JPMorgan Chase December 2007 - January 2008
Citigroup May 2006 - August 2006
Skills
Economics, Financial Analysis, Banking, Investments, Financial Planning, Series 7, Excel, Insurance, Word, Series 63, Customer Relations, Annuities, Mutual Funds, Retirement Planning, Research, ETFs, Equities, Credit, Financial Markets, Customer Service, Trading, Agency MBS, GNMA, Securities, Financial Modeling, Strategic Financial..., Bloomberg Terminal, Microsoft Excel, Fixed Income, Microsoft Word, Fixed Annuities, Loans
Education
The Johns Hopkins University - Carey Business School 2015 — 2017
Master of Business Administration (MBA), Finance, General
Lafayette College 2005 — 2009
Bachelor of Arts, Economics & Business
Sunnydale 1992 — 2003
SHI International Corp. September 2013 - Present
Deutsch August 2012 - September 2013
Disability Group Inc June 2010 - September 2010
American Income Life November 2009 - June 2010
Insphere July 2009 - September 2009
Sodexo September 2008 - May 2009
Platinum Rye Entertainment May 2008 - September 2008
Datography, UK February 2008 - April 2008
Northwestern Mutual Financial Network May 2007 - August 2007
Summit Entertainment January 2007 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Acrobat, Adobe Illustrator, Marketing, Marketing Communications, Event Planning, Event Management, Account Management, Social Networking, Advertising, Facebook, Sales, Illustrator, Social Media Marketing, Management, Market Research, Social Media, Customer Service, Online Advertising, Digital Marketing, Integrated Marketing
Education
Loyola Marymount University 2005 — 2009
Bachelor of Business of Administration, Marketing
West High School
W Hotels September 2014 - Present
Marriott International January 2013 - August 2014
Marriott International May 2011 - December 2012
TIG Real Estate Services May 2010 - April 2011
Northwestern Mutual Financial Network May 2009 - March 2010
Skills
Sales, Account Management, Marketing, Contract Negotiation, Sales Management, Business Development, Finance, Hospitality, New Business Development, Sales Operations, Direct Sales, Hotels, Selling, Budgets
Education
Louisiana State University 2005 — 2009
B.A., Political Science
Northwestern Mutual Financial Network January 2003 - Present
Education
Louisiana State University 1998 — 2003
B.S., Business Administration
Catholic High School
T. Rowe Price June 2014 - Present
T. Rowe Price April 2014 - June 2014
T. Rowe Price December 2013 - April 2014
T. Rowe Price October 2012 - December 2013
Genworth Financial October 2011 - May 2012
Northwestern Mutual Financial Network May 2011 - October 2011
Merrill Lynch August 2010 - May 2011
Skills
Mutual Funds, Series 7, Series 65, Sales, Investments, Retirement Planning, Finance, Economics, Public Speaking, Series 6, Series 63, Customer Service, Portfolio Management, Asset Allocation, Securities
Education
Liberty University 2008 — 2012
Bachelor of Science, Business Marketing & Human Resource
Accusource LLC June 2013 - Present
Ice Line/JR Flyers Youth Hockey May 2014 - Present
Manhattanville College October 2010 - May 2013
Rye Rangers Youth Hockey 2009 - 2012
Northwestern Mutual Financial Network March 2011 - October 2011
Skills
PowerPoint, Microsoft Excel, Budgets, Teaching, Microsoft Office, Public Speaking, Research, Microsoft Word, Social Media, Facebook, Social Networking, Admissions, Nonprofits, Community Outreach, Access, Fundraising, Leadership, Volunteer Management
Education
Manhattanville College 2009 — 2013
Bachelor of Arts (B.A.), Finance
Manhattanville College 2009 — 2013
Bachelor of Arts, Finance
Northwestern Mutual October 2012 - September 2014
Northwestern Mutual Financial Network January 2012 - October 2012
Northwestern Mutual January 2008 - January 2012
WHM Plumbing & Heating Contractors, Inc September 2006 - January 2008
Education
The American College 2014 — 2015
ChFC, Finance and Financial Management Services
The American College 2012 — 2014
CLU, Finance
Long Island University, C.W. Post Campus 2002 — 2003
Mathematics
Longwood High School 1999 — 2002
The Jacobson Group March 2013 - Present
The Jacobson Group May 2011 - March 2013
Northwestern Mutual Financial Network December 2010 - May 2011
The Jacobson Group November 2009 - December 2010
The Jacobson Group December 2006 - November 2009
Skills
Applicant Tracking..., Talent Acquisition, Sourcing, Recruiting, Executive Search, College Recruiting, Staffing Services, Technical Recruiting, Insurance, Internet Recruiting, Financial Services, New Hire Orientations, Temporary Placement, Performance Management, Temporary Staffing, Employee Relations, Training, Employee Benefits, SDLC, Benefits Administration, Management, Business Development, Human Resources, Sales, CRM, Contract Recruitment, Hiring, Team Building, Employee Engagement, Cold Calling, Personnel Management, Account Management, Resume Writing, Vendor Management, Employee Training, Talent Management, Recruitment Advertising, Onboarding, Building Relationships, PeopleSoft, Leadership, Consulting, Interview Preparation, HRIS, Screening Resumes, Career Development, Benefits Negotiation, Interviews, Strategic Sourcing, Coaching
Education
Loyola University of Chicago
BBA, Marketing
Baby Jogger (A Newell Rubbermaid Company) December 2014 - Present
Good Shepherd Episcopal School January 2013 - May 2014
Virginia Credit Union League July 2004 - October 2009
Northwestern Mutual Financial Network June 2002 - June 2004
Hargrave Military Academy May 2001 - May 2002
Healthcare Consulting, Inc May 1998 - April 2001
Skills
Finance, Management, Fundraising, Strategy, Insurance, Marketing, Accounting, Microsoft Office Suite, Financial Analysis, Invoice Verification, Leadership Development, Microsoft Office, MS Excel Pivot Tables
Education
Lynchburg College 1992 — 1996
Bachelor of Arts; Bachelor of Arts, Economics
Lynchburg College
Bachelor of Arts (B.A.) in Economics, Business/Managerial Economics
HJR Financial Group September 2013 - Present
Northwestern Mutual Financial Network July 1988 - September 2013
Education
Luther College 1984 — 1988
BA, History & Management
Upward Community Services October 2014 - Present
Upward Community Services September 2014 - Present
Northwestern Mutual FInancial Network November 2009 - September 2014
Living Magazine March 2006 - October 2008
Skills
Access, Applicant Tracking..., Coaching, Cold Calling, College Recruiting, Customer Service, Disability Insurance, Employee Benefits, Employee Relations, Finance, Fixed Annuities, Fundraising, Human Resources, Insurance, Leadership, Leadership Development, Management, Marketing, New Business Development, Public Relations, Retirement, Social Media Marketing, Technical Recruiting, Time Management, Training
Education
Louisiana Tech University
marketing
Northwestern Mutual January 2008 - Present
Northwestern Mutual Financial Network 2008 - Present
Access National Mortgage August 2004 - November 2007
Progeny Marketing Innovations 1997 - 1998
Education
David Lipscomb University 1998 — 2003
BS, Psychology
Credit Agricole CIB March 2013 - Present
Credit Agricole CIB February 2011 - February 2013
The Ayco Company/Goldman Sachs November 2009 - November 2010
Minesalles Cafe and Wine Cellar November 2009 - August 2010
Wolfert's Roost Country Club July 2009 - November 2009
New York Life Investments July 2007 - July 2009
Banana Republic August 2007 - May 2009
Northwestern Mutual Financial Network September 2006 - May 2007
Skills
Financial Modeling, Investments, Analysis, Management, Portfolio Management, Marketing, Finance, Bloomberg, Valuation, Sales, Leadership, Mergers & Acquisitions
Education
Union Graduate College 2009 — 2010
MBA, Finance
Manhattan College 2003 — 2007
BS, Finance, Economics
Northwestern Mutual Financial Network April 2003 - Present
Lake Forest Sports Medicine March 2001 - February 2003
Skills
Retirement Planning
Education
Marquette University 1995 — 2001
BS / MPT, Physical Therapy
Carmel High School 1991 — 1995
Northwestern Mutual Financial Network June 1977 - Present
Education
CW Post 1975 — 1977
Bachelor of Arts (BA), Communication and Media Studies
LIU Post 1975 — 1977
BA, Fine Arts
United Marketing, LLC. July 2010 - Present
OutdoorMarketingToolkit.com June 2010 - Present
Northwestern Mutual Financial Network 2004 - 2010
Pereles Bros., Inc. 2000 - 2003
3-A-2/16 IN July 1994 - January 1998
Skills
Email Marketing, Market Planning, SEO, Marketing, Direct Marketing, Online Marketing, Advertising, Social Media Marketing, Sales, Online Advertising, Entrepreneurship
Education
Marquette University 1990 — 1994
Bristow Group June 2014 - Present
Bristow Group Inc. October 2012 - May 2014
Spectre Training and Evaluation LLC June 2011 - September 2012
Northwestern Mutual Financial Network December 2009 - May 2011
Lockheed Martin August 2005 - October 2009
AgustaWestland July 2006 - September 2009
American Embassy Rome July 2002 - July 2005
U.S. European Command September 1998 - August 2001
US Navy June 1981 - July 1997
Skills
Aviation, Government Liaison, Security, Defense, Program Management, Strategic Planning, Logistics, Navy, Financial Management, Military, Security Clearance, Helicopters, DoD, Military Operations, Government, Policy, Maritime Operations, Organizational..., Operational Planning, National Security, Maritime, Aircraft, Executive Management, International Relations, Military Leadership, Aviation Operations, New Business Development, Cross-functional Team..., Managerial Finance, Leadership, Government Contracting, Army, Risk Management, Leadership Development, Intelligence, Training, Military Experience, Management, Risk Assessment, Command, Weapons, Strategic Leadership, Emergency Management, Project Planning, Aerospace, Physical Security, Earned Value Management, Air Force, Counterterrorism, Proposal Writing
Education
Naval War College 1997 — 1998
MA, National Defense & Security Studies
Maine Maritime Academy 1976 — 1981
BS, Nautical Science
Wells High School 1971 — 1976
Northwestern Mutual Financial Network March 1988 - Present
Dr. Rick Romano June 1980 - May 1988
Skills
Financial Planning, Disability Insurance, Estate Planning
Education
Louisiana State University Health Sciences Center 1976 — 1980
DDS, Dentistry
Transamerica April 2014 - Present
New England Financial December 2011 - April 2013
Northwestern Mutual Financial Network May 2009 - December 2011
ING August 2006 - July 2008
Prudential Financial January 2000 - August 2006
Skills
FINRA Series 6, 63 &..., Retirement Planning, Mutual Funds, 401k, Long-term Care, Life Insurance, Disability Insurance, Wholesaler, Sales, Leadership, Insurance, Sales Operations, Financial Services, Long Term Care Insurance, Term Life Insurance, Variable Annuities, Finance, Small Business, Relationship Management, Retirement, Series 63
Education
Keene State College 1983 — 1987
BS, Business Management
Hampden-Sydney College March 2008 - Present
Hampden-Sydney College 2010 - 2011
Northwestern Mutual Financial Network 2005 - 2008
Hampden-Sydney College 1991 - 2005
Skills
Alumni Relations, Event Planning, Public Speaking, Fundraising, Higher Education, Nonprofits, Program Development, Volunteer Management, Student Affairs, Grant Writing, Community Outreach, Leadership Development, Social Media, Student Development, Research, Philanthropy, Event Management, Team Building
Education
Longwood University
BS
United Capital Lending 2011 - Present
American Mortgage Service Company December 2012 - August 2013
Pelican Advisory Group July 2009 - 2012
Northwestern Mutual Financial Network July 2008 - December 2009
HomeCourt Mtg Group/ CO Fed Savings Bank October 2003 - July 2008
Aegis Lending 2003 - 2003
Neighbors federal credit union 1989 - 1996
Skills
Loans, Mortgage Lending, Commercial Lending, Finance, FHA, Refinance, Investment Properties, Reverse Mortgages, Non-Conforming, Sales Management, USDA Rural Housing, Negotiation, Financial Analysis, Business Planning, Business Strategy, Financial Education, Jumbo Mortgage, Conventional/Conforming
Education
Louisiana State University 1987 — 1995
BS Accounting, Accounting
Bishop Sullivan Catholic High School 1986 — 1987
All Saints Episcopal 1983 — 1986
Northwestern Mutual Financial Network June 2006 - December 2012
Atradius Credit Insurance August 2005 - January 2006
Skills
Microsoft Excel, Customer Service, Microsoft Office
Education
Marist College 2003 — 2006
B.S., Marketing, Finance
Marist College 2002 — 2006
CDK Perforating, LLC October 2013 - Present
Genesis PURE December 2012 - January 2014
Holland Services August 2013 - October 2013
MassMutual Financial Group October 2011 - July 2012
Suncoast Resources April 2011 - October 2011
Northwestern Mutual/Mass Mutual Financial Group January 2008 - April 2011
Northwestern Mutual Financial Network January 2008 - February 2010
Randstad Work Solutions January 2007 - January 2008
Skills
Account Management, Recruitment/Retention, Training & Development, Cold Calling, Consultative Selling, Interviewing, Negotiation, Contract Negotiation, Business Development, Training, Marketing Communications, Public Relations, Communication, Human Resources, Oil/Gas, Microsoft Office, Nutrition, Team Building, Team Leadership, Wellness, Fitness, Network Marketing, Supplements, Home Based Business, Personal Training, Small Business, Lifestyle, Entrepreneurship, Coaching, Wellness Coaching, Network Marketing..., Online Advertising, Sales, Direct Sales, Marketing Strategy, Personal Development, sport, social, Online Marketing, Applicant Tracking..., Interviews, Management, Sales Management, Sourcing, New Business Development, Leadership, Selling, Strategy
Education
Texas Tech University 2005 — 2005
Communications
Lubbock Christian University 2000 — 2005
Bachelors of Arts, Organizational Communications
Northwestern Mutual Financial Network June 1987 - Present
Education
Long Island University, C.W. Post Campus 1983 — 1987
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Northwestern Mutual Financial Network May 2012 - Present
Northwestern Mutual Financial Network October 2004 - Present
Nash Finch Company 2002 - 2004
Rainbow Foods 1998 - 2003
Baker's Supermarkets 1973 - 1996
Education
Metropolitan Community College
General
Paul VI
Northwestern Mutual Financial Network July 1993 - Present
Blue Cross and Blue Shield of New Hampshire February 1986 - June 1993
Education
Southern New Hampshire University 1988 — 1991
MBA, Finance and Investments
Keene State College 1982 — 1985
BA, Mathematics
BB&T Investments April 2015 - Present
Merrill Lynch October 2010 - April 2015
Northwestern Mutual Financial Network August 2008 - March 2009
Skills
SAS, Compustat, Data Validation, Google Groups, Financial Analysis, Strategic Financial..., Risk Management, Microsoft Excel, Bloomberg Terminal, Morningstar, Bloomberg, Investments, Investment Strategies, Financial Modeling, Mutual Funds, Corporate Finance, FINRA, Financial Planning
Education
University of North Carolina at Wilmington 2010 — 2010
Masters of Business Administration, Finance
KEDGE Business School 2009 — 2010
Masters of Science, International Business
University of North Carolina at Wilmington 2005 — 2009
BS Business Administration, Finance
Lafayette College November 2013 - Present
UTH Moving and Storage January 2014 - Present
DHL September 2012 - November 2013
Barclays April 2012 - September 2012
D.C. United Professional Soccer Team August 2010 - December 2011
Liberty Mutual Insurance February 2009 - July 2010
Northwestern Mutual Financial Network June 2008 - May 2009
Skills
Insurance, Sales, Marketing Strategy, Investments, CRM, Sales Management, Management, Leadership, Sports Marketing, Social Media, Marketing, Salesforce.com, Event Planning, Social Media Marketing, Account Management, Finance
Education
Lafayette College 2004 — 2008
BA, Economics and Business, Goverment and Law
Whippany Park High School 2000 — 2004
Mercer September 2015 - Present
Mercer February 2014 - September 2015
MassMutual Financial Group May 2012 - February 2014
Dick's Sporting Goods April 2008 - November 2012
Keene State College September 2011 - May 2012
Fast Break Broadcasting September 2011 - December 2011
Northwestern Mutual Financial Network May 2011 - December 2011
Skills
Leadership, Microsoft Excel, Time Management, Defined Benefit, Management, PowerPoint, Customer Service, Insurance, Sports, Employee Benefits, Fitness, Public Speaking, Microsoft Office, Microsoft Word, AWD, TREX, LynchVal, Adobe Acrobat, Siebel, Microsoft SQL Server, Access Database, VBA, Metrics Reporting, Metric Development, Training, Lean Six Sigma, Process Improvement, Project Management, Site Config, SharePoint
Education
Southern New Hampshire University 2015 — 2017
Master's Degree, Operations and Project Management
Keene State College 2008 — 2012
Bachelor's Degree, Bussiness Management
Naperville Community Unit School District 203 August 2014 - Present
BMO Harris Private Banking May 2012 - June 2014
Northwestern Mutual August 2010 - May 2012
Edison Park Celtic FC August 2010 - November 2010
Hononegah Lions Soccer Club January 2009 - June 2010
Northwestern Mutual Financial Network June 2008 - May 2010
Northwestern Mutual December 2007 - May 2008
YMCA May 2005 - August 2007
Skills
Series 7, Series 63, Financial Planning, Investments, Securities, Retirement Planning, Wealth Management, Investment Advisory, Financial Analysis, ChFC, Asset Management, Portfolio Management, Mutual Funds, Excel, Asset Allocation, PowerPoint, Customer Relations, Word, Customer Service, Access, Insurance, Long Term Care, Annuities, Risk Management, Strategic Planning, Outlook, Microsoft Office, Research, Analysis, Financial Management, Data Analysis, Account Management, Compliance, Coaching, Series 66, Strategic Financial..., Uniform Combined State..., Asset Managment, Banking, Fixed Annuities, Fixed Income, Financial Advisory, Microsoft Excel, Long-term Care, Credit, Time Management, Financial Modeling, Finance, Training, Estate Planning
Education
National Louis University 2014 — 2015
Master's Degree, Secondary Education and Teaching, High School Science
Western Illinois University 2006 — 2008
BBA, Marketing, Finance
Marquette University 2003 — 2006
Hononegah High School 2000 — 2003
Paylocity August 2015 - Present
PrimePay May 2014 - August 2015
PrimePay September 2012 - May 2014
Snagajob March 2010 - June 2012
Northwestern Mutual Financial Network June 2009 - February 2010
Skills
Account Management, Salesforce.com, Direct Sales, Sales Presentations, Training, Marketing Strategy, Social Media Marketing, Labor Cost Management, Employee Engagement, Strategic Recruitment..., Customer Service, Human Resources, Employee Benefits, Time Management, Recruiting, Management, Payroll, Cold Calling, Talent Management, Small Business
Education
Longwood University 2004 — 2008
B.A., English, Business Administration
J. Ferrazza & Associates October 2010 - Present
Highland Capital Brokerage March 2012 - December 2014
Marsh April 2008 - September 2010
Lincoln Financial Distributors April 2007 - April 2008
Northwestern Mutual Financial Network July 2002 - April 2006
Chicago Motor Speedway 1999 - 2001
Chicago Bears Football Club June 1994 - September 1999
Walter Payton Incorporated November 1994 - January 1999
Skills
Estate Planning, Special Needs Planning, Life Insurance, Long Term Care, Healthcare, Financial Planning, Insurance, Strategic Planning, New Business Development, Strategic Financial..., Long-term Care, Marketing, Account Management, Special Education, Sales, Business Development, Investments, Leadership, Employee Benefits, Business Planning, Finance, Mutual Funds, Fixed Annuities, Financial Services, Negotiation, Disability Insurance, Management, Underwriting, Retirement, 401k, Health Insurance, Series 7, Financial Advisory, Wealth Management, Retirement Planning, Series 63, Long Term Care Insurance, Term Life Insurance, Financial Planners, Series 6, Whole Life, Brokers, Universal Life, Variable Annuities, High Net Worth..., Wealth Accumulation, Wealth, IRAs, Securities, Commercial Insurance
Education
Lake Forest Graduate School of Management 1997 — 2000
MBA, Finance & Marketing
Marquette University 1989 — 1993
Bachelors, Marketing and Advertising
Cedar Point Financial Services April 2011 - Present
Northwestern Mutual Financial Network 2004 - March 2011
IBM Global Business Services 1998 - 2002
Coopers & Lybrand 1996 - 1998
Gartner 1987 - 1994
AT&T Network Systems 1984 - 1986
Booz Allen Hamilton 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Lehigh University 1974 — 1978
MS, Metallurgy and Materials Science
Lafayette College 1969 — 1973
BS, Metallurgical Engineering
Northwestern Mutual Financial Network January 2000 - Present
Skills
Disability Insurance, Term Life Insurance, Long-term Care, Strategic Financial..., Business Planning, Fixed Annuities, Financial Planners, Employee Benefits, Life Insurance, Insurance, Retirement Planning, Whole Life, Long Term Care Insurance, Key Person Insurance, Roth IRA, IRAs, Retirement, Financial Planning
Education
Louisiana Tech University 1958 — 1962
Louisiana Tech University, BS & MBA
Northwestern State University August 2013 - Present
Johns Hopkins University June 2015 - August 2015
Bossier Parish Community College August 2011 - January 2013
Leachman Links Co. September 2006 - January 2013
Bossier Parish Community College January 2012 - March 2012
AT&T Advertising Solution December 2009 - January 2010
Sylvan Learning Center October 2007 - July 2009
Walgreens Co. May 2005 - October 2007
Northwestern Mutual Financial Network November 2004 - May 2005
Skills
Educational Consulting, Program Development, Program Coordination, Problem Solving, Educational Research, Customer Relationship..., Accounts Receivable, Program Management, Educational Design, Project Coordination, Program Evaluation, Program Implementation, Promotions, Professional Services, Marketing Strategy, Marketing..., Higher Education, Recruiting, Microsoft Office, Project Management, Community Outreach, Customer Service, Event Planning, Public Speaking, CRM, Training, Coaching, Strategic Planning, Team Building, Budgets, Non-profits, Management, Fundraising, Microsoft Word, Teaching, Research, Analysis, Leadership, Adult Education, Strategy, Process Scheduler, Grant Writing, Nonprofits, Microsoft Excel, PowerPoint, Leadership Development
Education
LSU Shreveport
Doctor of Education (Ed.D.), Business Leadership
University of Phoenix 2011 — 2013
Doctorate of Management, Organizational Leadership
University of Phoenix 2008 — 2010
Masters, Business Administration
Xavier University of Louisiana 2000 — 2006
BS, Business Administration
VALIC 2008 - Present
Daniel J. Tomas, CFP, CPA, CLU, ChFC May 2007 - Present
Northwestern Mutual Financial Network August 1990 - May 2007
Skills
Financial Planning, Disability Insurance, Wealth Accumulation, Long Term Care, Retirement Planning, Annuities, Retirement Solutions, Retirement, Estate Planning, Investments, IRA's, Insurance Planning, Insurance, Whole Life, Term Life Insurance, Series 63, Series 6, Fixed Annuities, Employee Benefits, Long-term Care, Group Benefits, Asset Allocation, College Savings Plans, Buy-sell Agreements, Charitable Giving, Wealth Transfer, Financial Analysis, 529 Plans, Health Insurance, Financial Advisory, Retirement Income..., Annuity, SEP, Roth IRA, Needs Analysis, Key Person Insurance, IRAs
Education
Loyola University of Chicago 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northwestern Mutual September 2005 - Present
Northwestern Mutual Financial Network September 2005 - May 2008
Education
Messiah College 1999 — 2003
Sewer Builders Supplies, Inc. January 2001 - Present
Northwestern Mutual Financial Network May 2000 - January 2001
Skills
Budgets, Sales Management, Microsoft Office, Account Management, Construction, Marketing Strategy, Customer Service, Sales, Microsoft Excel, Marketing Communications, Marketing, Social Media, Project Management
Education
Loyola University Chicago 1997 — 2000
BA, Communications
Northern Illinois University 1995 — 1997
Marist High School 1992 — 1995
Independence 1989 — 1992
Northwestern Mutual March 2010 - Present
Northwestern Mutual Financial Network May 2006 - February 2010
Northwestern Mutual Financial Network June 2004 - May 2006
Skills
Long Term Care Insurance, Retirement, Fixed Annuities, Disability Insurance, Investments, 401k, 401k Rollovers, Qualified Retirement..., Retirement Plan..., Small Business..., Life Insurance
Education
The American College 2007 — 2009
Chartered Life Underwriter (CLU), Insurance Planning, Investments, Retirement Needs, Planning for Business Owners, Taxation
Marquette University 2000 — 2004
Bachelor of Science (B.S.), Finance, Economics
Johnson Creek High School 1996 — 2000
Northwestern Mutual 1990 - Present
Northwestern Mutual Financial Network 1990 - Present
Education
Marymount University 1986 — 1990
Northwestern Mutual Financial Network Admission CounselorMcKendree College2006 - 2007
Education
McKendree University 2002 — 2006
Northwestern Mutual July 2012 - Present
Northwestern Mutual Financial Network November 2010 - July 2012
Northwestern Mutual August 2008 - November 2010
Northwestern Mutual December 2007 - August 2008
Caribou Coffee November 2000 - June 2007
Education
Metropolitan State University
Bachelors of Science, Accounting
Athlete Law September 2013 - Present
LeVine Law Offices April 2010 - Present
Morgan Law Offices September 2007 - March 2010
Northwestern Mutual Financial Network 2007 - 2007
Private Capital Management Inc. 2005 - 2006
Berkekey Nucleonics Corporation 2004 - 2005
Old Republic Exchange Facilitator Company 2003 - 2003
Lanahan & Reilley LLP March 2001 - June 2002
Skills
Litigation, Business Transactions, Legal Research, Legal Writing, Trusts, Civil Litigation, Estate Planning, Estate Administration, Probation, Courts, Wills, Commercial Litigation, Family Law, Mediation
Education
Loyola Marymount University, College of Business Administration 1996 — 1999
MBA, International Business
Loyola Law School, Los Angeles 1995 — 1999
JD, Law
San Diego State University-California State University 1989 — 1994
BS, Finance
Duke Energy Corporation March 2015 - Present
Grant Thornton LLP July 2011 - February 2015
Decosimo Certified Public Accountants January 2011 - April 2011
Kennesaw State University August 2010 - January 2011
Government Accountability Office May 2010 - August 2010
Kennesaw State University August 2009 - May 2010
Rapid Mobile Technologies February 2009 - October 2009
TriFame February 2008 - December 2008
Northwestern Mutual Financial Network May 2008 - August 2008
Don Newcamp & Associates Real Estate January 2003 - May 2007
Skills
Accounting, Research, Marketing, Financial Modeling, Auditing, Start-ups, Financial Analysis, Finance, GAAP, US GAAP, Leadership, Sarbanes-Oxley Act, Management, Microsoft Excel
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2010
Masters of Accounting, Accounting, Taxation
University of Florida 2005 — 2009
Bachelor of Science, Business Administration; Finance; Spanish
LHS 2001 — 2005
Googins Advisors Inc. March 2015 - Present
Northwestern Mutual Financial Network January 2005 - March 2015
Education
Marquette University
Masters of Business Administration
Marquette University Law School
JD
University of Tennessee June 2015 - Present
Solo Law Practice 2014 - 2015
Arnett, Draper and Hagood 2012 - 2014
University of Tennessee College of Law - Advocacy Clinic 2013 - 2013
Northwestern Mutual Financial Network 2010 - 2011
Lee University 2009 - 2011
Education
University of Tennessee College of Law 2011 — 2014
Juris Doctor, Concentration in Advocacy and Dispute Resolution
Lee University 2008 — 2011
B.S., Business Administration
Squeaky Cleaners & Lawn Care August 2012 - Present
It's Your Life, Insurance Group January 2010 - December 2012
Rain Drop Effect, LLC September 2010 - January 2011
Northwestern Mutual Financial Network 2005 - January 2010
Skills
Medicare Supplements, Medicare Part D, Field Coordination, Insurance, Budget, Disability Insurance, Due Diligence, Entrepreneur, Entrepreneurship, Budgets, Medicare, Sales, Life Insurance, Contract Negotiation, Employee Benefits, Finance, Small Business, Training
Education
Liberty University 2011 — 2011
Master of Arts, Executive Leadership
New Mexico State University 2003 — 2007
Bachelors, Finance
Northwestern Mutual Financial Network June 2001 - Present
USAF March 1977 - July 1988
Education
Lehigh University
Bachelor of Arts, Economics
Northwestern Mutual Financial Network August 2008 - Present
Education
Lander University
B.S., Psychology
3d6 Design 2002 - Present
Northwestern Mutual Financial Network 2009 - 2010
Skills
Photoshop, Microsoft Office, Illustrator, Mac, Art, InDesign, Microsoft Word, PowerPoint, Graphic Design, Event Planning, Facebook, Blogging, Social Media, Digital Photography, WordPress, Chemical Photography, Cartography, Art Direction, Dreamweaver, Twitter, Color Correction, After Effects, Graphics
Education
Pacific Northwest College of Art 2003 — 2008
Bachelor of Fine Arts (B.F.A.), Photography
Lawrence University 1998 — 2000
Northwestern Mutual Financial Network October 1994 - Present
Army National Guard 1987 - 1993
Education
Louisiana State University
Bachelor of General Studies
Northwestern Mutual Financial Network April 2006 - Present
Marietta Memorial Hospital 2005 - December 2008
Skills
Life Insurance, Disability Insurance, Retirement Planning, Retirement, Long-term Care
Education
Marshall University 2000 — 2004
Health Care Management
Northwestern Mutual October 2014 - Present
One Acre Group 2005 - Present
Northwestern Mutual February 2013 - September 2014
Northwestern Mutual January 2010 - February 2013
Northwestern Mutual February 2008 - January 2010
Northwestern Mutual 2005 - 2008
Northwestern Mutual Financial Network 1997 - 2005
Skills
Project Management, Strategic Planning, Risk Management, Project Planning, Leadership Development, Organizational..., Leadership, Program Management, Finance, Budgets, Business Development, Marketing, Market Research, Performance Metrics, Team Effectiveness, Territory Management, Territory Development, Information Technology, Business Intelligence, Department Budgeting, Management Consulting, Strategic Consulting, Matrix Management, Annual Planning, Coaching, Consulting, Training, Recruiting, Team Building, Sales Operations, Executive Coaching
Education
Burke Institute 2007 — 2007
Market Research, Research Methodology and Quantitative Methods
University of Phoenix 2005 — 2007
MBA, Business Administration
Marquette University 2004 — 2005
Commercial Real Estate
University of Wisconsin-Milwaukee - Lubar School of Business 1997 — 2001
Business Adminstration, Management Information Systems
Greendale
Business Administration and Management, General
Northwestern Mutual June 2004 - Present
Northwestern Mutual Financial Network June 2004 - Present
Education
Knox College 1999 — 2003
Bachelor of Arts (B.A.), Economics & Pre-Medicine
The American College 2005 — 2014
CLU, CHFC, CASL, CFP, Financial Planning and Services
Avante' Group August 2010 - Present
Northwestern Mutual Financial Network November 2008 - August 2010
Somerford Corp. December 1998 - March 2008
ManorCare November 1982 - November 1998
Education
University of Maryland College Park 1973 — 1978
PhD, Measurement and Statistics
Lafayette College 1967 — 1971
AB, Engineering
True North Financial Solutions - MassMutual Financial Group April 2009 - Present
Northwestern Mutual Financial Network May 2007 - March 2009
Education
Manhattan College 1981 — 1985
BA, Communications
Brewster High School 1977 — 1981
Northwestern Mutual Financial Network October 2008 - Present
Education
Le Moyne College 2006 — 2008
BA
Onondaga Community College 2004 — 2006
A.A, Humanities
Argent - A Division of West Bend Mutual Insurance Co. April 2013 - Present
Argent - A Division of West Bend Mutual Insurance Co. January 2012 - March 2013
NSI - A Division of West Bend Mutual Insurance Co. January 2011 - December 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Quaker Bakery Brands, Inc June 2009 - May 2010
Education
Lawrence University 2006 — 2010
BA, Psychology, Economics
Northwestern Mutual Financial Network March 2011 - Present
Burchert Realty 2002 - 2011
Hertz Corporation 1986 - 1994
Education
Keller Graduate School of Management of DeVry University 1996 — 1998
M.B.A., Business Administration
University of Illinois at Chicago 1981 — 1985
B.A., Political Science
Nationwide Childrens Hospital September 2013 - Present
Summa Health System October 2012 - August 2013
Northwestern Mutual financial Network June 2010 - March 2011
Coach Leatherware October 2009 - June 2010
Pro Football Hall of Fame May 2008 - August 2008
Education
Stark State College 2011 — 2013
Respiratory Care
Kent State University 2005 — 2009
Public relations
MasterCard March 2015 - Present
MasterCard June 2014 - March 2015
MasterCard July 2013 - June 2014
MasterCard January 2012 - July 2013
MasterCard January 2011 - January 2012
MasterCard September 2009 - January 2011
Manhattanville College September 2008 - June 2009
International Flavors and Fragrances Inc. July 2008 - June 2009
Northwestern Mutual Financial Network June 2007 - January 2008
Northwestern Mutual Financial Network June 2007 - August 2007
Skills
Microsoft Office Suite, PMO, Project Management, Financial Services, Business Analysis, Strategy, Product Management, Vendor Management, Cross-functional Team..., Program Management, Strategic Partnerships, Risk Management, Credit Cards, CRM, Banking, Process Improvement, Microsoft Excel, Mobile Payments, Analysis, Management, Account Management, Product Development, Microsoft Office
Education
Manhattanville College 2005 — 2009
Bachelor of Arts (B.A.), International Business
H&R Block December 2008 - April 2009
Northwestern Mutual Financial Network October 2008 - March 2009
ZonaFinanciera.com June 2000 - October 2001
Advanced Technology Systems April 1999 - June 2000
University of Wisconsin - Madison September 1997 - May 1998
University of Wisconsin - Madison September 1996 - May 1997
Skills
Java, SQL, JavaScript, XML, Microsoft SQL Server, .NET, HTML, ASP.NET, MySQL, Visual Studio, Software Engineering, CSS, Eclipse
Education
Northern Virginia Community College 2013 — 2014
Computer Software Engineering, 4.0
Mercy College 2006 — 2009
Finance, 3.95
University of Wisconsin-Madison 1996 — 1998
Master of Science (MS), Food Engineering, 3.86
Bogor Agriculture University, Indonesia 1990 — 1996
Bachelor's degree, Agricultural Engineering, Summa cum laude
Northwestern Mutual February 2012 - Present
Northwestern Mutual Financial Network March 1997 - Present
Standard Brands of America 1978 - 1996
Skills
Insurance, Financial Analysis, Investments, Disability Insurance, Securities, Real Estate, Accounting, Strategic Financial..., Asset Management, Life Insurance, Fixed Annuities, Risk Management, Portfolio Management, Estate Planning, Long-term Care, Finance, Retirement, Loans, Banking, Underwriting, Mortgage Lending, Credit, Small Business, Due Diligence
Education
Mercer University 1978 — 1982
Bachelor, Economics
St Thomas Aquinas High School 1974 — 1978
Guaranteed Rate June 2015 - Present
Isobar September 2013 - February 2015
Norvax January 2013 - August 2013
Enablon December 2010 - October 2012
Enablon, NA December 2010 - October 2012
Northwestern Mutual Financial Network November 2007 - May 2010
Toast Bar January 2006 - April 2009
Skills
Customer Service, Marketing, Sales, Social Media, Team Leadership, Research, Insurance, Microsoft Word, Invoicing, Accounts Receivable, Event Planning, Office Administration, PowerPoint, Microsoft Excel, Outlook, Phone Etiquette, Schedule Control, Conference Coordination, Training, Change Management, Management, Program Management, Leadership, Coaching, Team Building, Time Management, Account Management, Recruiting, Data Analysis, Salesforce.com, Event Management, Analysis, Social Networking, Project Management, Budgets, CRM, Business Analysis, Software Documentation, Employee Relations, Teamwork
Education
North Iowa Area Community College 2006 — 2007
Business
Kirkwood Community College
Practice Management Solutions May 2011 - Present
Northwestern Mutual Financial Network October 2010 - May 2011
Skills
Excel, Data Entry, Customer Service, Word, PowerPoint, Accounting, Microsoft Office, Customer Relations, Problem Solving, Account Management, Billing, Insurance, Accounts Receivable, Outlook, Accounts Payable, Access, Spreadsheets, Administration, Invoicing, Microsoft Word
Education
Kaplan University 2009 — 2011
Associates Arts & Sciences, Health Information Technology
imortgage, a division of loanDepot, LLC, NMLS ID 174457 September 2015 - Present
Prospect Mortgage, LLC September 2012 - August 2015
Loyola University Chicago August 2008 - August 2012
Northwestern Mutual Financial Network January 2011 - September 2011
College Church October 2004 - August 2010
City of Wheaton May 2009 - August 2009
Peregrine and Stime August 2007 - August 2008
Skills
Microsoft Office, Analysis, Research, Financial Analysis, Financial Modeling, Leadership, Time Management, Teamwork, Finance, Management, Data Analysis
Education
Loyola University Chicago 2008 — 2012
B.B.A., Finance
Northwestern Mutual Financial Network April 1986 - Present
Education
Lambuth University 1969 — 1973
Piano Performance/Music Ed, Piano
Jackson High School 1966 — 1969
Northwestern Mutual Financial Network April 2012 - Present
Camelback Mountain Resort May 2008 - January 2011
Education
Kutztown University of Pennsylvania 2008 — 2012
Sports Management
Pocono Mountain East High School 2004 — 2008
Kutztown University of Pennsylvania
B.S, Leisure and Sports Studies
Northwestern Mutual August 2007 - Present
Northwestern Mutual Financial Network August 2007 - Present
Skills
Insurance, Long-term Care, Disability Insurance
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2001
Management/Small Bus.
Northern Illinois University - College of Business
Business Admin.
Northwestern Mutual Financial Network April 2012 - April 2013
Arthur Andersen LLP May 2000 - February 2004
Chicago Title and Trust Company November 1994 - May 2000
Skills
Customer Service, Employee Benefits, Human Resources, Management
Education
Marquette University 1988 — 1992
Bachelor of Science Business Administration, Business Administration, Specializations in Human Resources and Marketing
University of Pennsylvania - The Wharton School
International Foundation of Employee Benefit Plans
Capital One 2012 - Present
Virginia Blood Services July 2005 - August 2012
Northwestern Mutual Financial Network June 2001 - January 2005
Skills
Communication, Sales, Education, Human Resources, Interviews, Management, Leadership, Finance, Time Management, Marketing, Microsoft Office, Career Counseling, Financial Services
Education
Mary Baldwin College 1994 — 1998
Bachelor of Arts (B.A.), Sociology and Elementary Education
Mary Baldwin College 1994 — 1998
Bachelor's degree, Sociology